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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 | 387,526 | -4,060 | -1.04% | $290.56 | 24.61% | 0.04% | 216,778,215 | 2025-03-31 | ||||||
| QQQ | INVESCO QQQ | 150,756 | -3,052 | -1.98% | $400.07 | 8.02% | 0.02% | 70,692,404 | 2025-03-31 | ||||||
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 144,829 | -1,751 | -1.19% | $274.58 | 6.90% | 0.16% | 60,810,690 | 2025-03-31 | ||||||
| KAUG | INNOVATOR US SMALL CAP POWER BUFFER ETF - AUGUST | 2,374,651 | +322,718 | +15.73% | $25.49 | 6.48% | 0.00% | 57,054,078 | 2025-03-31 | ||||||
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND | 283,545 | -29,607 | -9.45% | $115.47 | 6.24% | 0.07% | 55,004,827 | 2025-03-31 | ||||||
| RSP | GUGGENHEIM S&P 500(R) EQUAL WEIGHT ETF | 307,876 | -47,110 | -13.27% | $169.87 | 6.05% | 0.07% | 53,333,360 | 2025-03-31 | ||||||
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | 594,142 | +27,581 | +4.87% | $76.22 | 5.28% | 0.14% | 46,509,398 | 2025-03-31 | ||||||
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 121,895 | -3,790 | -3.02% | $132.63 | 5.00% | 0.05% | 44,014,919 | 2025-03-31 | ||||||
| SJNK | SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | 1,668,047 | +69,091 | +4.32% | $25.08 | 4.76% | 0.86% | 41,968,066 | 2025-03-31 | ||||||
| VUG | VANGUARD GROWTH INDEX FUND | 79,661 | -454 | -0.57% | $196.17 | 3.35% | 0.02% | 29,539,893 | 2025-03-31 | ||||||
| IVE | ISHARES S&P 500 VALUE ETF | 131,755 | -74,771 | -36.20% | $136.76 | 2.85% | 0.07% | 25,109,842 | 2025-03-31 | ||||||
| BIL | SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | 267,319 | +11,799 | +4.62% | $91.61 | 2.78% | 0.06% | 24,521,211 | 2025-03-31 | ||||||
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | 253,995 | +4,249 | +1.70% | $81.66 | 2.54% | 0.17% | 22,351,560 | 2025-03-31 | ||||||
| XLU | UTILITIES SELECT SECTOR SPDR FUND | 256,087 | +256,087 | Open | $77.90 | 2.29% | 0.11% | 20,192,460 | 2025-03-31 | ||||||
| IWM | ISHARES RUSSELL 2000 ETF | 93,983 | +4,947 | +5.56% | $208.16 | 2.13% | 0.03% | 18,748,665 | 2025-03-31 | ||||||
| MGC | VANGUARD MEGA CAP INDEX FUND | 48,896 | -495 | -1.00% | $177.97 | 1.12% | 0.16% | 9,846,677 | 2025-03-31 | ||||||
| KJAN | INNOVATOR US SMALL CAP POWER BUFFER ETF - JANUARY | 253,641 | -116,559 | -31.49% | $34.28 | 1.03% | 0.00% | 9,065,130 | 2025-03-31 | ||||||
| QQQE | DIREXION NASDAQ-100(R) EQUAL WEIGHTED INDEX SHARES | 78,447 | -22,575 | -22.35% | $78.84 | 0.78% | 0.55% | 6,839,782 | 2025-03-31 | ||||||
| IGPT | INVESCO DYNAMIC SOFTWARE ETF | 157,999 | +157,999 | Open | $45.63 | 0.73% | 1.66% | 6,397,380 | 2025-03-31 | ||||||
| THNQ | ROBO GLOBAL(R) ARTIFICIAL INTELLIGENCE ETF | 131,757 | +131,757 | Open | $50.75 | 0.66% | 0.00% | 5,830,458 | 2025-03-31 | ||||||
| AAPL | APPLE | 23,268 | +135 | +0.58% | $110.78 | 0.59% | 0.00% | 5,168,594 | 2025-03-31 | ||||||
| VOO | VANGUARD 500 INDEX FUND | 6,402 | -296 | -4.42% | $492.26 | 0.37% | 0.00% | 3,290,093 | 2025-03-31 | ||||||
| UJAN | INNOVATOR US EQUITY ULTRA BUFFER ETF - JANUARY | 79,793 | 0 | 0.00% | $30.68 | 0.35% | 0.00% | 3,043,433 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 6,510 | -1,285 | -16.48% | $414.81 | 0.28% | 0.00% | 2,443,936 | 2025-03-31 | ||||||
| BOCT | INNOVATOR US EQUITY BUFFER ETF - OCTOBER | 56,376 | 0 | 0.00% | $0.00 | 0.27% | 0.00% | 2,369,833 | 2025-03-31 | ||||||
| AMZN | AMAZON | 9,555 | +188 | +2.01% | $204.84 | 0.21% | 0.00% | 1,817,991 | 2025-03-31 | ||||||
| PJUL | INNOVATOR US EQUITY POWER BUFFER ETF - JULY | 44,137 | 0 | 0.00% | $24.17 | 0.20% | 0.00% | 1,773,867 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 15,065 | -4,435 | -22.74% | $104.00 | 0.19% | 0.00% | 1,632,782 | 2025-03-31 | ||||||
| XOM | EXXON MOBIL | 13,728 | -256 | -1.83% | $86.06 | 0.19% | 0.00% | 1,632,728 | 2025-03-31 | ||||||
| BJUL | INNOVATOR S&P 500 ULTRA ETF (MONTH) | 36,752 | -3,074 | -7.72% | $35.28 | 0.18% | 0.00% | 1,586,809 | 2025-03-31 | ||||||
| VOT | VANGUARD MID-CAP GROWTH INDEX FUND | 6,200 | 0 | 0.00% | $257.99 | 0.17% | 0.01% | 1,516,785 | 2025-03-31 | ||||||
| VV | VANGUARD LARGE-CAP INDEX FUND | 4,693 | -721 | -13.32% | $234.71 | 0.14% | 0.00% | 1,206,242 | 2025-03-31 | ||||||
| BFEB | INNOVATOR US EQUITY BUFFER ETF - FEBRUARY | 26,717 | 0 | 0.00% | $24.47 | 0.13% | 0.00% | 1,109,563 | 2025-03-31 | ||||||
| OEF | ISHARES S&P 100 ETF | 4,070 | -348 | -7.88% | $134.17 | 0.13% | 0.01% | 1,102,279 | 2025-03-31 | ||||||
| BJAN | INNOVATOR US EQUITY BUFFER ETF - JANUARY | 23,582 | +315 | +1.35% | $30.67 | 0.12% | 0.00% | 1,099,679 | 2025-03-31 | ||||||
| BAPR | INNOVATOR US EQUITY BUFFER ETF - APRIL | 21,374 | 0 | 0.00% | $0.00 | 0.10% | 0.00% | 907,754 | 2025-03-31 | ||||||
| XLV | HEALTH CARE SELECT SECTOR SPDR FUND | 6,161 | -544 | -8.11% | $87.98 | 0.10% | 0.00% | 899,507 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 1,592 | +36 | +2.31% | $462.85 | 0.10% | 0.00% | 847,868 | 2025-03-31 | ||||||
| PJUN | INNOVATOR US EQUITY POWER BUFFER ETF - JUNE | 21,123 | 0 | 0.00% | $0.00 | 0.09% | 0.00% | 781,763 | 2025-03-31 | ||||||
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | 1,401 | -4 | -0.28% | $289.74 | 0.08% | 0.00% | 747,520 | 2025-03-31 | ||||||
| META | META | 1,293 | +12 | +0.94% | $587.26 | 0.08% | 0.00% | 745,228 | 2025-03-31 | ||||||
| COST | COSTCO WHOLESALE | 785 | +158 | +25.20% | $939.51 | 0.08% | 0.00% | 742,533 | 2025-03-31 | ||||||
| BNOV | INNOVATOR US EQUITY BUFFER ETF - NOVEMBER | 19,425 | 0 | 0.00% | $29.89 | 0.08% | 0.00% | 741,841 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 4,637 | +101 | +2.23% | $176.27 | 0.08% | 0.00% | 717,081 | 2025-03-31 | ||||||
| RTX | RAYTHEON TECHNOLOGIES | 4,687 | -147 | -3.04% | $120.77 | 0.07% | 0.00% | 620,841 | 2025-03-31 | ||||||
| BSCQ | GUGGENHEIM BULLETSHARES 2026 CORPORATE BOND ETF | 28,942 | 0 | 0.00% | $19.14 | 0.06% | 0.01% | 563,791 | 2025-03-31 | ||||||
| NJAN | INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY | 12,055 | 0 | 0.00% | $35.00 | 0.06% | 0.00% | 559,015 | 2025-03-31 | ||||||
| BSEP | INNOVATOR US EQUITY BUFFER ETF - SEPTEMBER | 12,687 | 0 | 0.00% | $31.35 | 0.06% | 0.00% | 530,004 | 2025-03-31 | ||||||
| V | VISA | 1,481 | +104 | +7.55% | $303.99 | 0.06% | 0.00% | 519,032 | 2025-03-31 | ||||||
| EMR | EMERSON ELECTRIC | 4,720 | +18 | +0.38% | $121.93 | 0.06% | 0.00% | 517,501 | 2025-03-31 | ||||||