AXIS WEALTH PARTNERS LLC

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FBND
FIDELITY TOTAL BOND ETF
114,846+12,467+12.18%
Created with Highcharts 10.1.0
$45.603.87%0.00%5,242,7322025-03-31
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
64,020+4,612+7.76%
Created with Highcharts 10.1.0
$83.493.78%0.00%5,112,6502025-03-31
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND
65,725+4,546+7.43%
Created with Highcharts 10.1.0
$70.543.58%0.06%4,843,2942025-03-31
VOO
VANGUARD 500 INDEX FUND
9,346+933+11.09%
Created with Highcharts 10.1.0
$541.863.55%0.00%4,803,2162025-03-31
SCHD
SCHWAB US DIVIDEND EQUITY ETF
142,230+1,285+0.91%
Created with Highcharts 10.1.0
$28.342.94%0.00%3,976,7632025-03-31
IVE
ISHARES S&P 500 VALUE ETF
19,420+13,037+204.25%
Created with Highcharts 10.1.0
$194.992.74%0.01%3,701,1362025-03-31
IJH
ISHARES CORE S&P MID-CAP ETF
55,485+36,170+187.26%
Created with Highcharts 10.1.0
$62.672.39%0.00%3,237,5712025-03-31
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
15,889+997+6.69%
Created with Highcharts 10.1.0
$199.652.28%0.00%3,082,2612025-03-31
FDVV
FIDELITY HIGH DIVIDEND ETF
62,010+1,232+2.03%
Created with Highcharts 10.1.0
$51.202.27%0.00%3,075,6822025-03-31
IVW
ISHARES S&P 500 GROWTH ETF
32,345+12,094+59.72%
Created with Highcharts 10.1.0
$99.732.22%0.01%3,002,6022025-03-31
AGG
ISHARES CORE US AGGREGATE BOND ETF
28,075+1,758+6.68%
Created with Highcharts 10.1.0
$98.452.05%0.00%2,777,2032025-03-31
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
67,048+7,082+11.81%
Created with Highcharts 10.1.0
$42.312.04%0.00%2,763,0392025-03-31
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
87,287+6,311+7.79%
Created with Highcharts 10.1.0
$30.142.01%0.00%2,725,9792025-03-31
SPY
SPDR S&P 500 ETF
4,781+115+2.46%
Created with Highcharts 10.1.0
$588.131.98%0.00%2,674,3882025-03-31
VUG
VANGUARD GROWTH INDEX FUND
6,705+122+1.85%
Created with Highcharts 10.1.0
$403.001.84%0.00%2,486,2242025-03-31
UITB
USAA CORE INTERMEDIATE-TERM BOND ETF
50,834+5,866+13.04%
Created with Highcharts 10.1.0
$46.651.76%0.00%2,386,1602025-03-31
IWR
ISHARES RUSSELL MID-CAP ETF
27,693+3,441+14.19%
Created with Highcharts 10.1.0
$90.341.74%0.01%2,355,8322025-03-31
AAPL
APPLE
10,360-21-0.20%
Created with Highcharts 10.1.0
$235.631.70%0.00%2,301,1892025-03-31
DEM
WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND
51,030+5,646+12.44%
Created with Highcharts 10.1.0
$42.221.59%0.00%2,147,3372025-03-31
SPYV
SPDR(R) PORTFOLIO S&P 500 VALUE ETF
38,231+1,894+5.21%
Created with Highcharts 10.1.0
$53.031.44%0.01%1,952,4822025-03-31
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
14,978-142-0.94%
Created with Highcharts 10.1.0
$130.161.43%0.00%1,931,5982025-03-31
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
15,857+4,073+34.56%
Created with Highcharts 10.1.0
$100.461.18%0.00%1,596,2802025-03-31
PEY
INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF
69,342-5,843-7.77%
Created with Highcharts 10.1.0
$21.941.10%0.13%1,488,7722025-03-31
DFAC
DIMENSIONAL US CORE EQUITY 2 ETF
44,614+6,529+17.14%
Created with Highcharts 10.1.0
$35.121.09%0.00%1,471,8162025-03-31
EFG
ISHARES MSCI EAFE GROWTH ETF
14,456-224-1.53%
Created with Highcharts 10.1.0
$101.061.07%0.01%1,445,5912025-03-31
RSP
GUGGENHEIM S&P 500(R) EQUAL WEIGHT ETF
7,654+1,052+15.93%
Created with Highcharts 10.1.0
$180.520.98%0.00%1,325,9052025-03-31
DHS
WISDOMTREE US HIGH DIVIDEND FUND
14,573-814-5.29%
Created with Highcharts 10.1.0
$96.030.98%0.00%1,322,9282025-03-31
VZ
VERIZON COMMUNICATIONS
27,103-2,899-9.66%
Created with Highcharts 10.1.0
$42.060.91%0.00%1,229,4002025-03-31
VEA
VANGUARD TAX-MANAGED FUNDS
23,878-1,258-5.00%
Created with Highcharts 10.1.0
$49.950.90%0.00%1,213,7312025-03-31
VOOG
VANGUARD S&P 500 GROWTH INDEX FUND
3,525-6-0.17%
Created with Highcharts 10.1.0
$361.600.87%0.01%1,179,0722025-03-31
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
13,885+9,106+190.54%
Created with Highcharts 10.1.0
$82.240.85%0.01%1,148,7392025-03-31
VCSH
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
14,22400.00%
Created with Highcharts 10.1.0
$78.430.83%0.00%1,122,8482025-03-31
EFV
ISHARES MSCI EAFE VALUE ETF
18,766-1,033-5.22%
Created with Highcharts 10.1.0
$54.530.82%0.01%1,106,0472025-03-31
SDY
SPDR(R) S&P(R) DIVIDEND ETF
8,032-71-0.88%
Created with Highcharts 10.1.0
$139.260.81%0.01%1,089,7412025-03-31
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
34,909-985-2.74%
Created with Highcharts 10.1.0
$28.390.80%0.02%1,082,8822025-03-31
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
10,970+10,970
Open
Created with Highcharts 10.1.0
$93.770.77%0.00%1,046,1742025-03-31
IJR
ISHARES CORE S&P SMALL-CAP ETF
9,584+9,584
Open
Created with Highcharts 10.1.0
$112.000.74%0.00%1,002,2472025-03-31
EFA
ISHARES MSCI EAFE ETF
12,050+7,874+188.55%
Created with Highcharts 10.1.0
$80.030.73%0.00%984,8572025-03-31
RECS
COLUMBIA RESEARCH ENHANCED CORE ETF
29,224+440+1.53%
Created with Highcharts 10.1.0
$34.940.72%0.00%970,5242025-03-31
DFAS
DIMENSIONAL US SMALL CAP ETF
16,018+1,927+13.68%
Created with Highcharts 10.1.0
$66.710.71%0.00%957,0992025-03-31
IUSG
ISHARES CORE S&P US GROWTH ETF
7,271-213-2.85%
Created with Highcharts 10.1.0
$136.820.68%0.00%923,9832025-03-31
JGRO
JPMORGAN ACTIVE GROWTH ETF
12,232+2,867+30.61%
Created with Highcharts 10.1.0
$80.630.67%0.02%902,6242025-03-31
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
7,504+1,623+27.60%
Created with Highcharts 10.1.0
$127.190.66%0.01%898,4852025-03-31
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
11,316+7,200+174.93%
Created with Highcharts 10.1.0
$79.340.66%0.01%892,7102025-03-31
QQQ
INVESCO QQQ
1,893+42+2.27%
Created with Highcharts 10.1.0
$505.290.66%0.00%887,4802025-03-31
IWF
ISHARES RUSSELL 1000 GROWTH ETF
2,416+2+0.08%
Created with Highcharts 10.1.0
$394.620.64%0.00%872,2732025-03-31
CDC
VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF
13,194-366-2.70%
Created with Highcharts 10.1.0
$64.800.64%0.00%867,1412025-03-31
AMZN
AMAZON
4,465-58-1.28%
Created with Highcharts 10.1.0
$204.630.63%0.00%849,4402025-03-31
UNH
UNITEDHEALTH GROUP
1,589-19-1.18%
Created with Highcharts 10.1.0
$556.060.62%0.00%832,2992025-03-31
ANGL
VANECK FALLEN ANGEL HIGH YIELD BOND ETF
28,312+3,129+12.43%
Created with Highcharts 10.1.0
$29.020.60%0.03%817,0942025-03-31