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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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| SPY | SPDR S&P 500 ETF | 58,563 | -19,180 | -24.67% | $451.21 | 12.37% | 0.01% | 32,759,439 | 2025-03-31 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 93,044 | -21,136 | -18.51% | $233.15 | 9.65% | 0.01% | 25,572,154 | 2025-03-31 | ||||||
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 1,194,019 | -353,810 | -22.86% | $17.78 | 8.92% | 0.00% | 23,617,695 | 2025-03-31 | ||||||
| ITOT | ISHARES CORE S&P TOTAL US STOCK MARKET ETF | 131,004 | -51,444 | -28.20% | $99.45 | 6.03% | 0.03% | 15,983,809 | 2025-03-31 | ||||||
| DBND | DOUBLELINE OPPORTUNISTIC BOND ETF | 340,350 | +340,350 | Open | $45.62 | 5.93% | 0.00% | 15,713,974 | 2025-03-31 | ||||||
| COWZ | PACER US CASH COWS 100 ETF | 223,174 | -46,999 | -17.40% | $51.59 | 4.61% | 0.00% | 12,221,006 | 2025-03-31 | ||||||
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | 46,048 | -14,311 | -23.71% | $181.96 | 3.67% | 0.08% | 9,713,328 | 2025-03-31 | ||||||
| XLF | FINANCIAL SELECT SECTOR SPDR FUND | 154,947 | +138,372 | +834.82% | $49.89 | 2.91% | 0.01% | 7,717,923 | 2025-03-31 | ||||||
| IJR | ISHARES CORE S&P SMALL-CAP ETF | 73,075 | -21,534 | -22.76% | $113.22 | 2.89% | 0.01% | 7,641,487 | 2025-03-31 | ||||||
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 271,598 | -50,374 | -15.65% | $26.98 | 2.87% | 0.00% | 7,593,892 | 2025-03-31 | ||||||
| AAPL | APPLE | 28,505 | -9,660 | -25.31% | $162.26 | 2.39% | 0.00% | 6,331,718 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 55,108 | -9,539 | -14.76% | $31.94 | 2.25% | 0.00% | 5,972,620 | 2025-03-31 | ||||||
| RSP | GUGGENHEIM S&P 500(R) EQUAL WEIGHT ETF | 30,366 | +76 | +0.25% | $142.24 | 1.99% | 0.01% | 5,260,284 | 2025-03-31 | ||||||
| VO | VANGUARD MID-CAP INDEX FUND | 18,052 | -8,837 | -32.86% | $247.33 | 1.76% | 0.01% | 4,668,647 | 2025-03-31 | ||||||
| IVV | ISHARES CORE S&P 500 ETF | 8,112 | +2,979 | +58.04% | $0.00 | 1.72% | 0.00% | 4,558,070 | 2025-03-31 | ||||||
| IWM | ISHARES RUSSELL 2000 ETF | 21,138 | -4,681 | -18.13% | $217.50 | 1.59% | 0.01% | 4,216,739 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 10,929 | -845 | -7.18% | $328.76 | 1.55% | 0.00% | 4,102,688 | 2025-03-31 | ||||||
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | 7,514 | -923 | -10.94% | $493.56 | 1.51% | 0.02% | 4,008,595 | 2025-03-31 | ||||||
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | 74,277 | +1,410 | +1.94% | $0.00 | 1.45% | 0.00% | 3,828,957 | 2025-03-31 | ||||||
| SMMD | ISHARES RUSSELL 2500 ETF | 59,735 | -11,433 | -16.06% | $58.99 | 1.41% | 0.29% | 3,735,845 | 2025-03-31 | ||||||
| AMZN | AMAZON | 18,852 | -1,147 | -5.74% | $166.01 | 1.35% | 0.00% | 3,586,745 | 2025-03-31 | ||||||
| IJH | ISHARES CORE S&P MID-CAP ETF | 56,989 | -11,293 | -16.54% | $272.29 | 1.26% | 0.00% | 3,325,312 | 2025-03-31 | ||||||
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 51,915 | -5,187 | -9.08% | $60.97 | 1.19% | 0.01% | 3,149,175 | 2025-03-31 | ||||||
| LVHI | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | 87,750 | -2,701 | -2.99% | $29.49 | 1.07% | 0.00% | 2,840,452 | 2025-03-31 | ||||||
| META | META | 3,623 | +122 | +3.48% | $325.17 | 0.79% | 0.00% | 2,088,430 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 12,562 | +225 | +1.82% | $141.69 | 0.73% | 0.00% | 1,942,607 | 2025-03-31 | ||||||
| KRE | SPDR(R) S&P REGIONAL BANKING(SM) ETF | 28,611 | +28,611 | Open | $60.42 | 0.61% | 0.05% | 1,626,528 | 2025-03-31 | ||||||
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 3,831 | -401 | -9.48% | $261.24 | 0.52% | 0.00% | 1,383,282 | 2025-03-31 | ||||||
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 24,088 | +2,058 | +9.34% | $0.00 | 0.52% | 0.00% | 1,376,398 | 2025-03-31 | ||||||
| BMY | BRISTOL MYERS SQUIBB | 22,566 | +1,823 | +8.79% | $56.74 | 0.52% | 0.00% | 1,376,323 | 2025-03-31 | ||||||
| EUSA | ISHARES MSCI USA EQUAL WEIGHTED ETF | 12,576 | -1,984 | -13.63% | $87.16 | 0.44% | 0.10% | 1,177,031 | 2025-03-31 | ||||||
| IAT | ISHARES US REGIONAL BANKS ETF | 24,733 | +24,733 | Open | $49.68 | 0.44% | 0.16% | 1,153,300 | 2025-03-31 | ||||||
| VOO | VANGUARD 500 INDEX FUND | 2,237 | +478 | +27.17% | $0.00 | 0.43% | 0.00% | 1,149,397 | 2025-03-31 | ||||||
| AVGO | BROADCOM | 6,788 | +397 | +6.21% | $114.81 | 0.43% | 0.00% | 1,136,434 | 2025-03-31 | ||||||
| V | VISA | 3,106 | +95 | +3.16% | $214.74 | 0.41% | 0.00% | 1,088,616 | 2025-03-31 | ||||||
| IUSG | ISHARES CORE S&P US GROWTH ETF | 8,496 | -2,140 | -20.12% | $108.89 | 0.41% | 0.01% | 1,079,635 | 2025-03-31 | ||||||
| BX | BLACKSTONE | 7,561 | +75 | +1.00% | $113.75 | 0.40% | 0.00% | 1,056,934 | 2025-03-31 | ||||||
| QDPL | PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF | 28,681 | +16,762 | +140.63% | $38.80 | 0.40% | 0.00% | 1,047,424 | 2025-03-31 | ||||||
| VEA | VANGUARD TAX-MANAGED FUNDS | 20,511 | -9,188 | -30.94% | $47.75 | 0.39% | 0.00% | 1,042,596 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 1,926 | +146 | +8.20% | $0.00 | 0.39% | 0.00% | 1,025,839 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 4,138 | +292 | +7.59% | $165.69 | 0.38% | 0.00% | 1,015,076 | 2025-03-31 | ||||||
| MO | ALTRIA | 14,850 | +1,176 | +8.60% | $46.06 | 0.34% | 0.00% | 891,277 | 2025-03-31 | ||||||
| COST | COSTCO WHOLESALE | 917 | -5 | -0.54% | $541.71 | 0.33% | 0.00% | 867,135 | 2025-03-31 | ||||||
| XLK | TECHNOLOGY SELECT SECTOR SPDR FUND | 4,058 | -1,631 | -28.67% | $167.18 | 0.32% | 0.00% | 837,941 | 2025-03-31 | ||||||
| BAC | BANK OF AMERICA | 19,276 | -1,889 | -8.93% | $38.19 | 0.30% | 0.00% | 804,373 | 2025-03-31 | ||||||
| QQQ | INVESCO QQQ | 1,639 | -520 | -24.09% | $355.21 | 0.29% | 0.00% | 768,496 | 2025-03-31 | ||||||
| CSCO | CISCO SYSTEMS | 11,894 | +1,585 | +15.37% | $51.35 | 0.28% | 0.00% | 733,979 | 2025-03-31 | ||||||
| LLY | ELI LILLY | 885 | +27 | +3.15% | $462.07 | 0.28% | 0.00% | 731,206 | 2025-03-31 | ||||||
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 3,871 | +9 | +0.23% | $165.48 | 0.28% | 0.00% | 728,372 | 2025-03-31 | ||||||
| HD | HOME DEPOT | 1,930 | -44 | -2.23% | $378.70 | 0.27% | 0.00% | 707,306 | 2025-03-31 | ||||||