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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| SHV | ISHARES SHORT TREASURY BOND ETF | 946,779 | +843,151 | +813.63% | $110.28 | 7.90% | 0.52% | 104,581,225 | 2025-03-31 | ||||||
| AAPL | APPLE | 171,437 | +20,047 | +13.24% | $141.75 | 2.88% | 0.00% | 38,081,333 | 2025-03-31 | ||||||
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | 676,654 | +259,226 | +62.10% | $50.37 | 2.57% | 0.00% | 34,056,010 | 2025-03-31 | ||||||
| SCHG | SCHWAB US LARGE-CAP GROWTH ETF | 1,285,061 | +235,511 | +22.44% | $21.55 | 2.43% | 0.00% | 32,177,933 | 2025-03-31 | ||||||
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 1,090,437 | +56,357 | +5.45% | $22.38 | 2.30% | 0.00% | 30,488,615 | 2025-03-31 | ||||||
| BIL | SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | 293,043 | +268,743 | +1,105.94% | $91.58 | 2.03% | 0.07% | 26,880,798 | 2025-03-31 | ||||||
| CAT | CATERPILLAR | 70,651 | +1,524 | +2.20% | $129.23 | 1.76% | 0.01% | 23,300,626 | 2025-03-31 | ||||||
| SPLG | SPDR(R) PORTFOLIO S&P 500 ETF | 298,499 | -6,907 | -2.26% | $41.98 | 1.48% | 0.03% | 19,629,326 | 2025-03-31 | ||||||
| SPDW | SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | 459,465 | +603 | +0.13% | $31.66 | 1.26% | 0.07% | 16,729,138 | 2025-03-31 | ||||||
| BUFR | FT CBOE VEST FUND OF BUFFER ETFS | 554,336 | +123,961 | +28.80% | $29.92 | 1.24% | 0.00% | 16,458,236 | 2025-03-31 | ||||||
| RSP | GUGGENHEIM S&P 500(R) EQUAL WEIGHT ETF | 93,638 | +11,083 | +13.42% | $173.95 | 1.22% | 0.02% | 16,220,885 | 2025-03-31 | ||||||
| QQQ | INVESCO QQQ | 34,332 | +5,117 | +17.51% | $310.99 | 1.22% | 0.01% | 16,099,148 | 2025-03-31 | ||||||
| COWZ | PACER US CASH COWS 100 ETF | 280,033 | +53,527 | +23.63% | $57.19 | 1.16% | 0.00% | 15,334,624 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 36,635 | +3,070 | +9.15% | $195.32 | 1.04% | 0.00% | 13,752,477 | 2025-03-31 | ||||||
| VEA | VANGUARD TAX-MANAGED FUNDS | 269,512 | +26,128 | +10.74% | $46.28 | 1.03% | 0.01% | 13,699,288 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 119,945 | +12,186 | +11.31% | $81.18 | 0.98% | 0.00% | 12,999,586 | 2025-03-31 | ||||||
| VUG | VANGUARD GROWTH INDEX FUND | 35,019 | +16,684 | +91.00% | $305.82 | 0.98% | 0.01% | 12,985,892 | 2025-03-31 | ||||||
| GLD | SPDR GOLD TRUST | 43,260 | +24,035 | +125.02% | $221.66 | 0.94% | 0.01% | 12,464,792 | 2025-03-31 | ||||||
| IVE | ISHARES S&P 500 VALUE ETF | 62,066 | +12,922 | +26.29% | $187.71 | 0.89% | 0.03% | 11,828,538 | 2025-03-31 | ||||||
| ACWI | ISHARES MSCI ACWI ETF | 94,603 | -6,304 | -6.25% | $85.58 | 0.83% | 0.00% | 11,010,835 | 2025-03-31 | ||||||
| AMZN | AMAZON | 57,436 | +10,977 | +23.63% | $165.38 | 0.83% | 0.00% | 10,927,773 | 2025-03-31 | ||||||
| PSFF | PACER SWAN SOS FUND OF FUNDS ETF | 378,604 | +126,368 | +50.10% | $29.14 | 0.82% | 0.00% | 10,809,144 | 2025-03-31 | ||||||
| TCAF | T ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | 316,951 | +54,676 | +20.85% | $33.09 | 0.77% | 0.00% | 10,231,168 | 2025-03-31 | ||||||
| IVV | ISHARES CORE S&P 500 ETF | 18,097 | +3,075 | +20.47% | $435.36 | 0.77% | 0.00% | 10,168,440 | 2025-03-31 | ||||||
| YEAR | AB ULTRA SHORT INCOME ETF | 181,192 | +3,980 | +2.25% | $50.36 | 0.69% | 0.00% | 9,170,125 | 2025-03-31 | ||||||
| XLE | ENERGY SELECT SECTOR SPDR FUND | 91,386 | +36,991 | +68.00% | $76.59 | 0.64% | 0.03% | 8,540,065 | 2025-03-31 | ||||||
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | 84,687 | +18,217 | +27.41% | $100.59 | 0.64% | 0.00% | 8,521,166 | 2025-03-31 | ||||||
| AGG | ISHARES CORE US AGGREGATE BOND ETF | 84,808 | -3,164 | -3.60% | $110.77 | 0.63% | 0.01% | 8,389,233 | 2025-03-31 | ||||||
| IWM | ISHARES RUSSELL 2000 ETF | 40,376 | -2,846 | -6.58% | $204.50 | 0.61% | 0.01% | 8,054,599 | 2025-03-31 | ||||||
| VTV | VANGUARD VALUE INDEX FUND | 46,569 | +40,943 | +727.75% | $169.12 | 0.61% | 0.01% | 8,044,377 | 2025-03-31 | ||||||
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 40,961 | -2,157 | -5.00% | $171.29 | 0.58% | 0.01% | 7,707,258 | 2025-03-31 | ||||||
| ABBV | ABBVIE | 36,559 | +3,258 | +9.78% | $109.07 | 0.58% | 0.00% | 7,659,776 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 14,326 | +3,637 | +34.03% | $0.00 | 0.58% | 0.00% | 7,629,721 | 2025-03-31 | ||||||
| CORP | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUND | 76,648 | +3,061 | +4.16% | $110.97 | 0.56% | 0.00% | 7,417,202 | 2025-03-31 | ||||||
| SCHM | SCHWAB US MID-CAP ETF | 278,636 | +5,501 | +2.01% | $20.13 | 0.55% | 0.00% | 7,300,257 | 2025-03-31 | ||||||
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | 61,606 | -1,143 | -1.82% | $125.45 | 0.53% | 0.20% | 7,008,344 | 2025-03-31 | ||||||
| META | META | 11,845 | +5,233 | +79.14% | $477.21 | 0.52% | 0.00% | 6,826,766 | 2025-03-31 | ||||||
| V | VISA | 17,795 | +1,557 | +9.59% | $153.63 | 0.47% | 0.00% | 6,236,381 | 2025-03-31 | ||||||
| SPY | SPDR S&P 500 ETF | 11,085 | +1,971 | +21.63% | $426.21 | 0.47% | 0.00% | 6,200,859 | 2025-03-31 | ||||||
| SHYF | SHYFT GROUP | 748,633 | 0 | 0.00% | $12.82 | 0.46% | 2.14% | 6,056,441 | 2025-03-31 | ||||||
| VO | VANGUARD MID-CAP INDEX FUND | 23,232 | +178 | +0.77% | $183.33 | 0.45% | 0.01% | 6,008,327 | 2025-03-31 | ||||||
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | 10,972 | +244 | +2.27% | $338.76 | 0.45% | 0.01% | 5,951,169 | 2025-03-31 | ||||||
| PALC | PACER LUNT LARGE CAP MULTI-FACTOR ALTERNATOR ETF | 123,780 | +58,913 | +90.82% | $50.19 | 0.45% | 0.00% | 5,934,938 | 2025-03-31 | ||||||
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | 98,853 | +27,390 | +38.33% | $59.70 | 0.45% | 0.00% | 5,915,370 | 2025-03-31 | ||||||
| COST | COSTCO WHOLESALE | 6,236 | +2,049 | +48.94% | $737.75 | 0.45% | 0.00% | 5,897,901 | 2025-03-31 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 20,807 | +3,449 | +19.87% | $184.96 | 0.43% | 0.00% | 5,718,487 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 36,801 | -509 | -1.36% | $111.23 | 0.43% | 0.00% | 5,690,874 | 2025-03-31 | ||||||
| PHYS | SPROTT PHYSICAL GOLD TRUST | 236,297 | -11,601 | -4.68% | $15.72 | 0.43% | 0.00% | 5,685,308 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 22,622 | +5,125 | +29.29% | $199.14 | 0.42% | 0.00% | 5,549,208 | 2025-03-31 | ||||||
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | 28,621 | +2,053 | +7.73% | $153.24 | 0.40% | 0.02% | 5,331,852 | 2025-03-31 | ||||||