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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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| GLD | SPDR GOLD TRUST | 228,883 | -4,471 | -1.92% | $129.77 | 15.47% | 0.07% | 68,202,556 | 2025-03-31 | ||||||
| BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | 861,593 | -37,440 | -4.16% | $85.76 | 14.87% | 0.33% | 65,584,459 | 2025-03-31 | ||||||
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | 1,283,690 | -45,588 | -3.43% | $31.28 | 11.30% | 0.00% | 49,820,015 | 2025-03-31 | ||||||
| TLT | ISHARES 20+ YEAR TREASURY BOND ETF | 395,616 | -740 | -0.19% | $124.68 | 7.87% | 0.07% | 34,707,392 | 2025-03-31 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 121,523 | +193 | +0.16% | $206.02 | 7.68% | 0.01% | 33,880,478 | 2025-03-31 | ||||||
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 392,645 | -9,064 | -2.26% | $66.19 | 7.02% | 0.00% | 30,967,911 | 2025-03-31 | ||||||
| CATH | GLOBAL X S&P 500 CATHOLIC VALUES ETF | 234,958 | +3,341 | +1.44% | $45.57 | 3.67% | 1.73% | 16,162,773 | 2025-03-31 | ||||||
| BRO | BROWN & BROWN | 88,250 | -1,277 | -1.43% | $61.52 | 2.21% | 0.03% | 9,757,803 | 2025-03-31 | ||||||
| DUK | DUKE ENERGY | 60,366 | 0 | 0.00% | $77.41 | 1.66% | 0.01% | 7,339,298 | 2025-03-31 | ||||||
| KO | COCA COLA | 100,053 | 0 | 0.00% | $41.76 | 1.63% | 0.00% | 7,168,797 | 2025-03-31 | ||||||
| ATO | ATMOS ENERGY | 41,319 | 0 | 0.00% | $72.42 | 1.51% | 0.03% | 6,673,019 | 2025-03-31 | ||||||
| JNJ | JOHNSON & JOHNSON | 39,689 | -11 | -0.03% | $116.26 | 1.41% | 0.00% | 6,196,247 | 2025-03-31 | ||||||
| SGOL | ABRDN GOLD ETF TRUST | 195,992 | -8,570 | -4.19% | $12.91 | 1.37% | 0.00% | 6,046,353 | 2025-03-31 | ||||||
| XOM | EXXON MOBIL | 53,351 | +529 | +1.00% | $87.17 | 1.29% | 0.00% | 5,666,410 | 2025-03-31 | ||||||
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | 58,462 | +28,428 | +94.65% | $94.20 | 1.26% | 0.02% | 5,536,351 | 2025-03-31 | ||||||
| ED | CONSOLIDATED EDISON | 48,218 | 0 | 0.00% | $72.74 | 1.20% | 0.01% | 5,305,427 | 2025-03-31 | ||||||
| AVGO | BROADCOM | 26,024 | 0 | 0.00% | $154.36 | 1.20% | 0.00% | 5,299,527 | 2025-03-31 | ||||||
| SPTL | SPDR(R) PORTFOLIO LONG TERM TREASURY ETF | 187,244 | -6,951 | -3.58% | $32.18 | 1.12% | 0.04% | 4,943,242 | 2025-03-31 | ||||||
| CL | COLGATE PALMOLIVE | 45,842 | -64 | -0.14% | $68.63 | 0.94% | 0.01% | 4,147,784 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 33,947 | 0 | 0.00% | $27.27 | 0.88% | 0.00% | 3,886,975 | 2025-03-31 | ||||||
| EPD | ENTERPRISE PRODUCTS PARTNERS LP | 122,984 | 0 | 0.00% | $14.30 | 0.85% | 0.01% | 3,746,093 | 2025-03-31 | ||||||
| SPY | SPDR S&P 500 ETF | 6,068 | 0 | 0.00% | $367.60 | 0.78% | 0.00% | 3,439,100 | 2025-03-31 | ||||||
| COST | COSTCO WHOLESALE | 3,335 | 0 | 0.00% | $309.93 | 0.76% | 0.00% | 3,362,681 | 2025-03-31 | ||||||
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | 33,849 | -2,538 | -6.98% | $59.35 | 0.71% | 0.01% | 3,142,203 | 2025-03-31 | ||||||
| IP | INTERNATIONAL PAPER | 65,314 | 0 | 0.00% | $34.02 | 0.68% | 0.01% | 2,993,994 | 2025-03-31 | ||||||
| PEP | PEPSICO | 21,880 | +18 | +0.08% | $105.40 | 0.66% | 0.00% | 2,926,450 | 2025-03-31 | ||||||
| GIS | GENERAL MILLS | 49,198 | +6 | +0.01% | $61.97 | 0.62% | 0.01% | 2,727,045 | 2025-03-31 | ||||||
| DE | DEERE & | 5,548 | 0 | 0.00% | $155.78 | 0.61% | 0.00% | 2,672,305 | 2025-03-31 | ||||||
| VO | VANGUARD MID-CAP INDEX FUND | 10,061 | +706 | +7.55% | $236.87 | 0.59% | 0.00% | 2,623,506 | 2025-03-31 | ||||||
| DFAS | DIMENSIONAL US SMALL CAP ETF | 42,113 | +4,466 | +11.86% | $58.74 | 0.57% | 0.00% | 2,511,198 | 2025-03-31 | ||||||
| PH | PARKER HANNIFIN | 3,971 | 0 | 0.00% | $301.43 | 0.56% | 0.00% | 2,458,128 | 2025-03-31 | ||||||
| CAT | CATERPILLAR | 7,001 | -42 | -0.60% | $124.23 | 0.51% | 0.00% | 2,266,084 | 2025-03-31 | ||||||
| KMI | KINDER MORGAN | 81,344 | 0 | 0.00% | $17.71 | 0.49% | 0.00% | 2,182,460 | 2025-03-31 | ||||||
| COP | CONOCOPHILLIPS | 21,848 | +27 | +0.12% | $45.27 | 0.45% | 0.00% | 1,997,126 | 2025-03-31 | ||||||
| GD | GENERAL DYNAMICS | 6,603 | +19 | +0.29% | $158.67 | 0.41% | 0.00% | 1,802,817 | 2025-03-31 | ||||||
| VDC | VANGUARD CONSUMER STAPLES INDEX FUND | 8,043 | +5,452 | +210.42% | $208.60 | 0.40% | 0.02% | 1,774,045 | 2025-03-31 | ||||||
| AAPL | APPLE | 8,609 | +11 | +0.13% | $137.74 | 0.40% | 0.00% | 1,767,904 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 6,099 | 0 | 0.00% | $203.60 | 0.35% | 0.00% | 1,540,105 | 2025-03-31 | ||||||
| TSCO | TRACTOR SUPPLY | 28,805 | 0 | 0.00% | $84.17 | 0.33% | 0.01% | 1,464,446 | 2025-03-31 | ||||||
| AMD | ADVANCED MICRO DEVICES | 12,230 | +33 | +0.27% | $35.01 | 0.27% | 0.00% | 1,208,324 | 2025-03-31 | ||||||
| VLO | VALERO ENERGY | 10,000 | 0 | 0.00% | $62.14 | 0.27% | 0.00% | 1,189,300 | 2025-03-31 | ||||||
| ADM | ARCHER-DANIELS-MIDLAND | 22,602 | -41 | -0.18% | $47.27 | 0.25% | 0.00% | 1,081,506 | 2025-03-31 | ||||||
| UGI | UGI | 32,225 | 0 | 0.00% | $42.13 | 0.24% | 0.02% | 1,077,926 | 2025-03-31 | ||||||
| AFL | AFLAC | 10,069 | +6 | +0.06% | $32.97 | 0.24% | 0.00% | 1,062,582 | 2025-03-31 | ||||||
| CNI | CANADIAN NATIONAL RAILWAY | 10,136 | 0 | 0.00% | $118.48 | 0.23% | 0.00% | 1,027,182 | 2025-03-31 | ||||||
| CNP | CENTERPOINT ENERGY | 25,016 | 0 | 0.00% | $21.41 | 0.22% | 0.00% | 975,374 | 2025-03-31 | ||||||
| SYY | SYSCO | 12,857 | -6 | -0.05% | $58.48 | 0.21% | 0.00% | 909,633 | 2025-03-31 | ||||||
| JBHT | HUNT J B TRANSPORT SERVICES | 6,512 | -15 | -0.23% | $103.31 | 0.20% | 0.01% | 869,808 | 2025-03-31 | ||||||
| SLB | SCHLUMBERGER | 18,715 | -194 | -1.03% | $52.40 | 0.15% | 0.00% | 649,972 | 2025-03-31 | ||||||
| BLV | VANGUARD LONG-TERM BOND INDEX FUND | 9,374 | -9,574 | -50.53% | $73.58 | 0.15% | 0.01% | 639,869 | 2025-03-31 | ||||||