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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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FBND | FIDELITY TOTAL BOND ETF | 114,846 | +12,467 | +12.18% | $45.60 | 3.87% | 0.00% | 5,242,732 | 2025-03-31 | ||||||
DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 64,020 | +4,612 | +7.76% | $83.49 | 3.78% | 0.00% | 5,112,650 | 2025-03-31 | ||||||
VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND | 65,725 | +4,546 | +7.43% | $70.54 | 3.58% | 0.06% | 4,843,294 | 2025-03-31 | ||||||
VOO | VANGUARD 500 INDEX FUND | 9,346 | +933 | +11.09% | $541.86 | 3.55% | 0.00% | 4,803,216 | 2025-03-31 | ||||||
SCHD | SCHWAB US DIVIDEND EQUITY ETF | 142,230 | +1,285 | +0.91% | $28.34 | 2.94% | 0.00% | 3,976,763 | 2025-03-31 | ||||||
IVE | ISHARES S&P 500 VALUE ETF | 19,420 | +13,037 | +204.25% | $194.99 | 2.74% | 0.01% | 3,701,136 | 2025-03-31 | ||||||
IJH | ISHARES CORE S&P MID-CAP ETF | 55,485 | +36,170 | +187.26% | $62.67 | 2.39% | 0.00% | 3,237,571 | 2025-03-31 | ||||||
VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND | 15,889 | +997 | +6.69% | $199.65 | 2.28% | 0.00% | 3,082,261 | 2025-03-31 | ||||||
FDVV | FIDELITY HIGH DIVIDEND ETF | 62,010 | +1,232 | +2.03% | $51.20 | 2.27% | 0.00% | 3,075,682 | 2025-03-31 | ||||||
IVW | ISHARES S&P 500 GROWTH ETF | 32,345 | +12,094 | +59.72% | $99.73 | 2.22% | 0.01% | 3,002,602 | 2025-03-31 | ||||||
AGG | ISHARES CORE US AGGREGATE BOND ETF | 28,075 | +1,758 | +6.68% | $98.45 | 2.05% | 0.00% | 2,777,203 | 2025-03-31 | ||||||
DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | 67,048 | +7,082 | +11.81% | $42.31 | 2.04% | 0.00% | 2,763,039 | 2025-03-31 | ||||||
DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 87,287 | +6,311 | +7.79% | $30.14 | 2.01% | 0.00% | 2,725,979 | 2025-03-31 | ||||||
SPY | SPDR S&P 500 ETF | 4,781 | +115 | +2.46% | $588.13 | 1.98% | 0.00% | 2,674,388 | 2025-03-31 | ||||||
VUG | VANGUARD GROWTH INDEX FUND | 6,705 | +122 | +1.85% | $403.00 | 1.84% | 0.00% | 2,486,224 | 2025-03-31 | ||||||
UITB | USAA CORE INTERMEDIATE-TERM BOND ETF | 50,834 | +5,866 | +13.04% | $46.65 | 1.76% | 0.00% | 2,386,160 | 2025-03-31 | ||||||
IWR | ISHARES RUSSELL MID-CAP ETF | 27,693 | +3,441 | +14.19% | $90.34 | 1.74% | 0.01% | 2,355,832 | 2025-03-31 | ||||||
AAPL | APPLE | 10,360 | -21 | -0.20% | $235.63 | 1.70% | 0.00% | 2,301,189 | 2025-03-31 | ||||||
DEM | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | 51,030 | +5,646 | +12.44% | $42.22 | 1.59% | 0.00% | 2,147,337 | 2025-03-31 | ||||||
SPYV | SPDR(R) PORTFOLIO S&P 500 VALUE ETF | 38,231 | +1,894 | +5.21% | $53.03 | 1.44% | 0.01% | 1,952,482 | 2025-03-31 | ||||||
VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND | 14,978 | -142 | -0.94% | $130.16 | 1.43% | 0.00% | 1,931,598 | 2025-03-31 | ||||||
SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 15,857 | +4,073 | +34.56% | $100.46 | 1.18% | 0.00% | 1,596,280 | 2025-03-31 | ||||||
PEY | INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF | 69,342 | -5,843 | -7.77% | $21.94 | 1.10% | 0.13% | 1,488,772 | 2025-03-31 | ||||||
DFAC | DIMENSIONAL US CORE EQUITY 2 ETF | 44,614 | +6,529 | +17.14% | $35.12 | 1.09% | 0.00% | 1,471,816 | 2025-03-31 | ||||||
EFG | ISHARES MSCI EAFE GROWTH ETF | 14,456 | -224 | -1.53% | $101.06 | 1.07% | 0.01% | 1,445,591 | 2025-03-31 | ||||||
RSP | GUGGENHEIM S&P 500(R) EQUAL WEIGHT ETF | 7,654 | +1,052 | +15.93% | $180.52 | 0.98% | 0.00% | 1,325,905 | 2025-03-31 | ||||||
DHS | WISDOMTREE US HIGH DIVIDEND FUND | 14,573 | -814 | -5.29% | $96.03 | 0.98% | 0.00% | 1,322,928 | 2025-03-31 | ||||||
VZ | VERIZON COMMUNICATIONS | 27,103 | -2,899 | -9.66% | $42.06 | 0.91% | 0.00% | 1,229,400 | 2025-03-31 | ||||||
VEA | VANGUARD TAX-MANAGED FUNDS | 23,878 | -1,258 | -5.00% | $49.95 | 0.90% | 0.00% | 1,213,731 | 2025-03-31 | ||||||
VOOG | VANGUARD S&P 500 GROWTH INDEX FUND | 3,525 | -6 | -0.17% | $361.60 | 0.87% | 0.01% | 1,179,072 | 2025-03-31 | ||||||
SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 13,885 | +9,106 | +190.54% | $82.24 | 0.85% | 0.01% | 1,148,739 | 2025-03-31 | ||||||
VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 14,224 | 0 | 0.00% | $78.43 | 0.83% | 0.00% | 1,122,848 | 2025-03-31 | ||||||
EFV | ISHARES MSCI EAFE VALUE ETF | 18,766 | -1,033 | -5.22% | $54.53 | 0.82% | 0.01% | 1,106,047 | 2025-03-31 | ||||||
SDY | SPDR(R) S&P(R) DIVIDEND ETF | 8,032 | -71 | -0.88% | $139.26 | 0.81% | 0.01% | 1,089,741 | 2025-03-31 | ||||||
IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | 34,909 | -985 | -2.74% | $28.39 | 0.80% | 0.02% | 1,082,882 | 2025-03-31 | ||||||
IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | 10,970 | +10,970 | Open | $93.77 | 0.77% | 0.00% | 1,046,174 | 2025-03-31 | ||||||
IJR | ISHARES CORE S&P SMALL-CAP ETF | 9,584 | +9,584 | Open | $112.00 | 0.74% | 0.00% | 1,002,247 | 2025-03-31 | ||||||
EFA | ISHARES MSCI EAFE ETF | 12,050 | +7,874 | +188.55% | $80.03 | 0.73% | 0.00% | 984,857 | 2025-03-31 | ||||||
RECS | COLUMBIA RESEARCH ENHANCED CORE ETF | 29,224 | +440 | +1.53% | $34.94 | 0.72% | 0.00% | 970,524 | 2025-03-31 | ||||||
DFAS | DIMENSIONAL US SMALL CAP ETF | 16,018 | +1,927 | +13.68% | $66.71 | 0.71% | 0.00% | 957,099 | 2025-03-31 | ||||||
IUSG | ISHARES CORE S&P US GROWTH ETF | 7,271 | -213 | -2.85% | $136.82 | 0.68% | 0.00% | 923,983 | 2025-03-31 | ||||||
JGRO | JPMORGAN ACTIVE GROWTH ETF | 12,232 | +2,867 | +30.61% | $80.63 | 0.67% | 0.02% | 902,624 | 2025-03-31 | ||||||
IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | 7,504 | +1,623 | +27.60% | $127.19 | 0.66% | 0.01% | 898,485 | 2025-03-31 | ||||||
HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 11,316 | +7,200 | +174.93% | $79.34 | 0.66% | 0.01% | 892,710 | 2025-03-31 | ||||||
QQQ | INVESCO QQQ | 1,893 | +42 | +2.27% | $505.29 | 0.66% | 0.00% | 887,480 | 2025-03-31 | ||||||
IWF | ISHARES RUSSELL 1000 GROWTH ETF | 2,416 | +2 | +0.08% | $394.62 | 0.64% | 0.00% | 872,273 | 2025-03-31 | ||||||
CDC | VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF | 13,194 | -366 | -2.70% | $64.80 | 0.64% | 0.00% | 867,141 | 2025-03-31 | ||||||
AMZN | AMAZON | 4,465 | -58 | -1.28% | $204.63 | 0.63% | 0.00% | 849,440 | 2025-03-31 | ||||||
UNH | UNITEDHEALTH GROUP | 1,589 | -19 | -1.18% | $556.06 | 0.62% | 0.00% | 832,299 | 2025-03-31 | ||||||
ANGL | VANECK FALLEN ANGEL HIGH YIELD BOND ETF | 28,312 | +3,129 | +12.43% | $29.02 | 0.60% | 0.03% | 817,094 | 2025-03-31 |