ATLAS LEGACY ADVISORS LLC

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% Change
P/L since open
Time since open
% Portfolio
% Outstanding
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IYW
ISHARES US TECHNOLOGY ETF
222,465-17,587-7.33%
Created with Highcharts 10.1.0
$157.978.46%0.18%33,296,5732025-03-31
VOO
VANGUARD 500 INDEX FUND
56,466+29,659+110.64%
Created with Highcharts 10.1.0
$539.227.37%0.01%29,019,9992025-03-31
IVV
ISHARES CORE S&P 500 ETF
50,215-1,455-2.82%
Created with Highcharts 10.1.0
$594.727.17%0.00%28,217,1902025-03-31
QQQM
INVESCO NASDAQ 100 ETF
81,452+81,452
Open
Created with Highcharts 10.1.0
$208.414.20%0.04%16,526,2872025-03-31
RWL
OPPENHEIMER S&P 500 REVENUE ETF
154,187+154,187
Open
Created with Highcharts 10.1.0
$101.283.93%0.29%15,472,0672025-03-31
IWR
ISHARES RUSSELL MID-CAP ETF
154,057-124,199-44.63%
Created with Highcharts 10.1.0
$90.623.33%0.03%13,106,7092025-03-31
PWZ
INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF
444,988-4,302-0.96%
Created with Highcharts 10.1.0
$24.902.71%1.53%10,651,3612025-03-31
VHT
VANGUARD HEALTH CARE INDEX FUND
37,306-611-1.61%
Created with Highcharts 10.1.0
$265.662.51%0.06%9,876,0172025-03-31
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
71,214-2,402-3.26%
Created with Highcharts 10.1.0
$130.162.33%0.02%9,183,7572025-03-31
RSP
GUGGENHEIM S&P 500(R) EQUAL WEIGHT ETF
45,340-10,723-19.13%
Created with Highcharts 10.1.0
$180.992.00%0.01%7,854,2482025-03-31
IEFA
ISHARES CORE MSCI EAFE ETF
102,024+102,024
Open
Created with Highcharts 10.1.0
$74.841.96%0.01%7,718,1162025-03-31
AAPL
APPLE
34,726-3,718-9.67%
Created with Highcharts 10.1.0
$235.631.96%0.00%7,713,6862025-03-31
XMMO
INVESCO S&P MIDCAP MOMENTUM ETF
58,481-276-0.47%
Created with Highcharts 10.1.0
$130.391.76%0.19%6,909,6872025-03-31
IJR
ISHARES CORE S&P SMALL-CAP ETF
64,124-60,129-48.39%
Created with Highcharts 10.1.0
$120.001.70%0.01%6,706,1412025-03-31
MSFT
MICROSOFT
16,831-895-5.05%
Created with Highcharts 10.1.0
$426.001.61%0.00%6,318,1892025-03-31
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
136,778-2,655-1.90%
Created with Highcharts 10.1.0
$45.201.55%0.00%6,098,9312025-03-31
ESGU
ISHARES ESG AWARE MSCI USA ETF
48,090-1,800-3.61%
Created with Highcharts 10.1.0
$130.301.53%0.05%6,038,5792025-03-31
GTO
GUGGENHEIM TOTAL RETURN BOND ETF
123,184+123,184
Open
Created with Highcharts 10.1.0
$46.721.46%0.31%5,758,9312025-03-31
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
103,077+90,598+726.00%
Created with Highcharts 10.1.0
$50.511.33%0.02%5,218,7892025-03-31
ESGV
VANGUARD ESG US STOCK ETF
48,166-915-1.86%
Created with Highcharts 10.1.0
$104.841.24%0.05%4,883,8902025-03-31
VGT
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
8,536-13,397-61.08%
Created with Highcharts 10.1.0
$615.381.23%0.01%4,860,4412025-03-31
EEM
ISHARES MSCI EMERGING MARKETS ETF
106,645-4,470-4.02%
Created with Highcharts 10.1.0
$44.521.18%0.03%4,660,3872025-03-31
ACWX
ISHARES MSCI ACWI EX US ETF
76,407+76,407
Open
Created with Highcharts 10.1.0
$54.961.10%0.07%4,348,4922025-03-31
JPM
JPMORGAN CHASE
16,402+208+1.28%
Created with Highcharts 10.1.0
$233.241.02%0.00%4,023,4112025-03-31
IJH
ISHARES CORE S&P MID-CAP ETF
65,785+42,577+183.46%
Created with Highcharts 10.1.0
$62.680.98%0.00%3,838,5552025-03-31
IVOO
VANGUARD S&P MID-CAP 400 INDEX FUND
35,572-592-1.64%
Created with Highcharts 10.1.0
$108.750.92%0.16%3,615,4582025-03-31
SPTL
SPDR(R) PORTFOLIO LONG TERM TREASURY ETF
130,330+130,330
Open
Created with Highcharts 10.1.0
$26.670.89%0.03%3,509,9422025-03-31
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
61,252-4,816-7.29%
Created with Highcharts 10.1.0
$58.650.88%0.02%3,460,9602025-03-31
GOOG
ALPHABET
22,044-24-0.11%
Created with Highcharts 10.1.0
$177.910.87%0.00%3,443,9342025-03-31
SPY
SPDR S&P 500 ETF
6,093-1,070-14.94%
Created with Highcharts 10.1.0
$588.230.87%0.00%3,408,3632025-03-31
ALL
ALLSTATE
16,191-7-0.04%
Created with Highcharts 10.1.0
$194.490.85%0.01%3,352,6702025-03-31
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND
53,098+490+0.93%
Created with Highcharts 10.1.0
$61.630.84%0.00%3,297,3862025-03-31
PXH
INVESCO FTSE RAFI EMERGING MARKETS ETF
142,214-359,856-71.67%
Created with Highcharts 10.1.0
$21.240.80%0.25%3,135,1232025-03-31
AMZN
AMAZON
15,548+371+2.44%
Created with Highcharts 10.1.0
$204.880.75%0.00%2,958,1622025-03-31
VNQ
VANGUARD REAL ESTATE INDEX FUND
30,532-16,366-34.90%
Created with Highcharts 10.1.0
$94.220.70%0.01%2,764,3672025-03-31
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
13,275-6,782-33.81%
Created with Highcharts 10.1.0
$232.770.70%0.00%2,741,0222025-03-31
NVDA
NVIDIA
25,215+15+0.06%
Created with Highcharts 10.1.0
$137.150.69%0.00%2,732,8022025-03-31
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
9,116-31,632-77.63%
Created with Highcharts 10.1.0
$291.380.64%0.00%2,506,7252025-03-31
JMEE
JPMORGAN MARKET EXPANSION ENHANCED EQUITY ETF
42,159+42,159
Open
Created with Highcharts 10.1.0
$59.510.62%0.14%2,422,8402025-03-31
GBIL
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF
24,139-1,315-5.17%
Created with Highcharts 10.1.0
$100.010.61%0.00%2,416,5112025-03-31
BRK.A
BERKSHIRE HATHAWAY
300.00%
Created with Highcharts 10.1.0
$693,909.430.61%0.00%2,395,3252025-03-31
EFA
ISHARES MSCI EAFE ETF
26,575-98,367-78.73%
Created with Highcharts 10.1.0
$78.860.55%0.00%2,173,0292025-03-31
HDV
ISHARES CORE HIGH DIVIDEND ETF
17,989+6,613+58.13%
Created with Highcharts 10.1.0
$116.760.54%0.02%2,140,0272025-03-31
CMF
ISHARES CALIFORNIA MUNI BOND ETF
37,072-878-2.31%
Created with Highcharts 10.1.0
$57.340.53%0.06%2,088,6362025-03-31
CGGR
CAPITAL GROUP GROWTH ETF
55,038-241,981-81.47%
Created with Highcharts 10.1.0
$36.930.50%0.00%1,987,7152025-03-31
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
54,061-232,708-81.15%
Created with Highcharts 10.1.0
$36.320.50%0.00%1,970,7812025-03-31
CGXU
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
73,052+21+0.03%
Created with Highcharts 10.1.0
$25.860.48%0.00%1,888,1672025-03-31
GES
GUESS
156,697+868+0.56%
Created with Highcharts 10.1.0
$16.680.47%0.30%1,831,4912025-03-31
TSLA
TESLA
6,972-263-3.64%
Created with Highcharts 10.1.0
$326.330.46%0.00%1,806,8642025-03-31
BRK.B
BERKSHIRE HATHAWAY
3,202-12-0.37%
Created with Highcharts 10.1.0
$0.000.43%0.00%1,705,3212025-03-31