BESTGATE WEALTH ADVISORS LLC
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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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| IVV | ISHARES CORE S&P 500 ETF | 10,497 | 0 | 0.00% | $594.72 | 12.23% | 0.00% | 5,898,349 | 2025-06-30 | ||||||
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 87,852 | 0 | 0.00% | $49.95 | 9.26% | 0.00% | 4,465,517 | 2025-06-30 | ||||||
| SCHZ | SCHWAB US AGGREGATE BOND ETF | 182,547 | 0 | 0.00% | $23.04 | 8.76% | 0.00% | 4,227,789 | 2025-06-30 | ||||||
| SPLG | SPDR(R) PORTFOLIO S&P 500 ETF | 52,338 | 0 | 0.00% | $69.29 | 7.13% | 0.01% | 3,441,747 | 2025-06-30 | ||||||
| QQQM | INVESCO NASDAQ 100 ETF | 12,556 | 0 | 0.00% | $208.21 | 5.02% | 0.01% | 2,423,559 | 2025-06-30 | ||||||
| MBB | ISHARES MBS ETF | 21,895 | 0 | 0.00% | $92.96 | 4.26% | 0.01% | 2,053,313 | 2025-06-30 | ||||||
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 11,843 | 0 | 0.00% | $181.53 | 4.19% | 0.00% | 2,023,850 | 2025-06-30 | ||||||
| VXF | VANGUARD EXTENDED MARKET INDEX FUND | 8,727 | 0 | 0.00% | $190.61 | 3.12% | 0.01% | 1,503,313 | 2025-06-30 | ||||||
| XSVM | INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF | 29,685 | 0 | 0.00% | $56.34 | 3.09% | 0.27% | 1,490,187 | 2025-06-30 | ||||||
| GOVT | ISHARES US TREASURY BOND ETF | 52,692 | 0 | 0.00% | $22.82 | 2.51% | 0.00% | 1,211,126 | 2025-06-30 | ||||||
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 19,788 | 0 | 0.00% | $58.59 | 2.26% | 0.01% | 1,090,121 | 2025-06-30 | ||||||
| SCHH | SCHWAB US REIT ETF | 46,046 | 0 | 0.00% | $22.18 | 2.05% | 0.00% | 990,449 | 2025-06-30 | ||||||
| IEFA | ISHARES CORE MSCI EAFE ETF | 12,590 | 0 | 0.00% | $73.38 | 1.97% | 0.00% | 952,412 | 2025-06-30 | ||||||
| VO | VANGUARD MID-CAP INDEX FUND | 3,197 | 0 | 0.00% | $270.85 | 1.71% | 0.00% | 826,808 | 2025-06-30 | ||||||
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | 4,415 | 0 | 0.00% | $204.31 | 1.70% | 0.00% | 822,470 | 2025-06-30 | ||||||
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | 35,158 | 0 | 0.00% | $22.22 | 1.64% | 0.00% | 789,649 | 2025-06-30 | ||||||
| AMZN | AMAZON | 3,924 | 0 | 0.00% | $204.63 | 1.55% | 0.00% | 746,580 | 2025-06-30 | ||||||
| IJR | ISHARES CORE S&P SMALL-CAP ETF | 6,957 | 0 | 0.00% | $120.00 | 1.51% | 0.00% | 727,493 | 2025-06-30 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 1,202 | 0 | 0.00% | $462.25 | 1.33% | 0.00% | 640,161 | 2025-06-30 | ||||||
| PANW | PALO ALTO NETWORKS | 3,722 | 0 | 0.00% | $189.32 | 1.32% | 0.00% | 635,122 | 2025-06-30 | ||||||
| AAPL | APPLE | 2,357 | 0 | 0.00% | $235.63 | 1.09% | 0.00% | 523,560 | 2025-06-30 | ||||||
| JPM | JPMORGAN CHASE | 2,051 | 0 | 0.00% | $233.00 | 1.04% | 0.00% | 503,097 | 2025-06-30 | ||||||
| VZ | VERIZON COMMUNICATIONS | 10,496 | 0 | 0.00% | $42.04 | 0.99% | 0.00% | 476,109 | 2025-06-30 | ||||||
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | 12,848 | 0 | 0.00% | $35.22 | 0.97% | 0.01% | 466,248 | 2025-06-30 | ||||||
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | 3,628 | 0 | 0.00% | $142.13 | 0.94% | 0.01% | 451,686 | 2025-06-30 | ||||||
| MELI | MERCADOLIBRE | 223 | 0 | 0.00% | $1,920.51 | 0.90% | 0.00% | 435,044 | 2025-06-30 | ||||||
| GOOGL | ALPHABET | 2,787 | 0 | 0.00% | $176.20 | 0.89% | 0.00% | 430,982 | 2025-06-30 | ||||||
| VOO | VANGUARD 500 INDEX FUND | 801 | 0 | 0.00% | $541.62 | 0.85% | 0.00% | 411,642 | 2025-06-30 | ||||||
| DUK | DUKE ENERGY | 3,198 | 0 | 0.00% | $113.14 | 0.81% | 0.00% | 390,045 | 2025-06-30 | ||||||
| TSM | TAIWAN SEMICONDUCTOR | 2,343 | 0 | 0.00% | $194.30 | 0.81% | 0.00% | 388,938 | 2025-06-30 | ||||||
| MSFT | MICROSOFT | 1,000 | 0 | 0.00% | $426.00 | 0.78% | 0.00% | 375,415 | 2025-06-30 | ||||||
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND | 4,316 | 0 | 0.00% | $83.62 | 0.74% | 0.00% | 357,959 | 2025-06-30 | ||||||
| CRM | SALESFORCE | 1,319 | 0 | 0.00% | $325.70 | 0.73% | 0.00% | 353,967 | 2025-06-30 | ||||||
| USB | US BANCORP | 8,031 | 0 | 0.00% | $49.18 | 0.70% | 0.00% | 339,056 | 2025-06-30 | ||||||
| FELV | FIDELITY ENHANCED LARGE CAP VALUE ETF | 10,850 | 0 | 0.00% | $31.00 | 0.69% | 0.00% | 333,529 | 2025-06-30 | ||||||
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | 4,234 | 0 | 0.00% | $73.54 | 0.68% | 0.01% | 329,883 | 2025-06-30 | ||||||
| SBUX | STARBUCKS | 3,321 | 0 | 0.00% | $96.18 | 0.68% | 0.00% | 325,766 | 2025-06-30 | ||||||
| AXP | AMERICAN EXPRESS | 1,084 | 0 | 0.00% | $286.40 | 0.60% | 0.00% | 291,650 | 2025-06-30 | ||||||
| HON | HONEYWELL INTERNATIONAL | 1,376 | 0 | 0.00% | $221.33 | 0.60% | 0.00% | 291,267 | 2025-06-30 | ||||||
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | 4,358 | 0 | 0.00% | $63.35 | 0.57% | 0.00% | 276,842 | 2025-06-30 | ||||||
| BR | BROADRIDGE FINANCIAL SOLUTIONS | 1,127 | 0 | 0.00% | $223.63 | 0.57% | 0.00% | 273,292 | 2025-06-30 | ||||||
| BX | BLACKSTONE | 1,941 | 0 | 0.00% | $174.88 | 0.56% | 0.00% | 271,305 | 2025-06-30 | ||||||
| CVX | CHEVRON | 1,551 | 0 | 0.00% | $152.68 | 0.54% | 0.00% | 259,467 | 2025-06-30 | ||||||
| VEEV | VEEVA SYSTEMS | 1,117 | 0 | 0.00% | $223.62 | 0.54% | 0.00% | 258,731 | 2025-06-30 | ||||||
| NOW | SERVICENOW | 321 | 0 | 0.00% | $1,009.74 | 0.53% | 0.00% | 255,561 | 2025-06-30 | ||||||
| BLK | BLACKROCK | 259 | 0 | 0.00% | $1,019.42 | 0.51% | 0.00% | 245,044 | 2025-06-30 | ||||||
| NEE | NEXTERA ENERGY | 3,389 | 0 | 0.00% | $77.44 | 0.50% | 0.00% | 240,246 | 2025-06-30 | ||||||
| ASML | ASML HOLDING NV | 348 | 0 | 0.00% | $726.21 | 0.48% | 0.00% | 230,595 | 2025-06-30 | ||||||
| ICE | INTERCONTINENTAL EXCHANGE | 1,329 | 0 | 0.00% | $163.53 | 0.48% | 0.00% | 229,171 | 2025-06-30 | ||||||
| IVE | ISHARES S&P 500 VALUE ETF | 1,158 | 0 | 0.00% | $197.91 | 0.46% | 0.00% | 220,692 | 2025-06-30 | ||||||