BG INVESTMENT SERVICES INC

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Option Holdings
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Name
Shares Owned
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%
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Avg Price (*)
% Change
P/L since open
Time since open
% Portfolio
% Outstanding
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IVV
ISHARES CORE S&P 500 ETF
48,625+48,625
Open
Created with Highcharts 10.1.0
$582.9229.43%0.00%27,322,6322025-03-31
FBND
FIDELITY TOTAL BOND ETF
285,931+285,931
Open
Created with Highcharts 10.1.0
$45.2714.06%0.00%13,049,1222025-03-31
IEFA
ISHARES CORE MSCI EAFE ETF
105,875+105,875
Open
Created with Highcharts 10.1.0
$74.848.63%0.01%8,009,4112025-03-31
FBCG
FIDELITY BLUE CHIP GROWTH ETF
138,113+138,113
Open
Created with Highcharts 10.1.0
$45.465.93%0.00%5,505,5492025-03-31
IWD
ISHARES RUSSELL 1000 VALUE ETF
25,556+25,556
Open
Created with Highcharts 10.1.0
$189.515.18%0.01%4,808,6632025-03-31
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
62,373+62,373
Open
Created with Highcharts 10.1.0
$52.023.52%0.01%3,266,4912025-03-31
IWR
ISHARES RUSSELL MID-CAP ETF
36,049+36,049
Open
Created with Highcharts 10.1.0
$88.363.30%0.01%3,066,6862025-03-31
IFRA
ISHARES US INFRASTRUCTURE ETF
56,415+56,415
Open
Created with Highcharts 10.1.0
$46.352.74%0.11%2,542,6172025-03-31
FDVV
FIDELITY HIGH DIVIDEND ETF
50,796+50,796
Open
Created with Highcharts 10.1.0
$50.572.71%0.00%2,517,2812025-03-31
IWM
ISHARES RUSSELL 2000 ETF
12,597+12,597
Open
Created with Highcharts 10.1.0
$215.332.71%0.00%2,513,0172025-03-31
AGG
ISHARES CORE US AGGREGATE BOND ETF
19,789+19,789
Open
Created with Highcharts 10.1.0
$97.752.11%0.00%1,957,5312025-03-31
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
32,608+32,608
Open
Created with Highcharts 10.1.0
$58.242.01%0.00%1,863,1952025-03-31
FDHY
FIDELITY HIGH YIELD FACTOR ETF
30,275+30,275
Open
Created with Highcharts 10.1.0
$48.571.57%0.00%1,453,6292025-03-31
FMDE
FIDELITY ENHANCED MID CAP ETF
44,570+44,570
Open
Created with Highcharts 10.1.0
$32.951.50%0.00%1,395,8712025-03-31
AAPL
APPLE
6,120+6,120
Open
Created with Highcharts 10.1.0
$231.131.46%0.00%1,359,5012025-03-31
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
17,033+17,033
Open
Created with Highcharts 10.1.0
$79.311.45%0.01%1,343,7372025-03-31
FENI
FIDELITY ENHANCED INTERNATIONAL ETF
41,310+41,310
Open
Created with Highcharts 10.1.0
$29.591.32%0.00%1,228,5252025-03-31
VOO
VANGUARD 500 INDEX FUND
2,369+2,369
Open
Created with Highcharts 10.1.0
$536.271.31%0.00%1,217,6572025-03-31
FSMD
FIDELITY SMALL-MID MULTIFACTOR ETF
24,194+24,194
Open
Created with Highcharts 10.1.0
$40.241.02%0.00%946,8352025-03-31
NVDA
NVIDIA
8,481+8,481
Open
Created with Highcharts 10.1.0
$125.271.01%0.00%934,0562025-03-31
LMND
LEMONADE
26,000+26,000
Open
Created with Highcharts 10.1.0
$34.390.88%0.04%817,1802025-03-31
UNH
UNITEDHEALTH GROUP
1,534+1,534
Open
Created with Highcharts 10.1.0
$504.750.87%0.00%803,1812025-03-31
TSLA
TESLA
2,619+2,619
Open
Created with Highcharts 10.1.0
$318.750.76%0.00%708,2952025-03-31
SPY
SPDR S&P 500 ETF
992+992
Open
Created with Highcharts 10.1.0
$583.990.60%0.00%554,6742025-03-31
AMZN
AMAZON
2,848+2,848
Open
Created with Highcharts 10.1.0
$215.200.58%0.00%541,7952025-03-31
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
9,312+9,312
Open
Created with Highcharts 10.1.0
$53.890.54%0.00%502,5692025-03-31
HOOD
ROBINHOOD
10,113+10,113
Open
Created with Highcharts 10.1.0
$47.080.45%0.00%420,9032025-03-31
MSFT
MICROSOFT
1,027+1,027
Open
Created with Highcharts 10.1.0
$407.050.42%0.00%385,5632025-03-31
BAC
BANK OF AMERICA
8,836+8,836
Open
Created with Highcharts 10.1.0
$44.350.40%0.00%368,7332025-03-31
SCHD
SCHWAB US DIVIDEND EQUITY ETF
10,045+10,045
Open
Created with Highcharts 10.1.0
$27.850.30%0.00%280,8482025-03-31
META
META
476+476
Open
Created with Highcharts 10.1.0
$644.710.30%0.00%274,3652025-03-31
GOOGL
ALPHABET
1,741+1,741
Open
Created with Highcharts 10.1.0
$179.860.29%0.00%269,1752025-03-31
FTBD
FIDELITY TACTICAL BOND ETF
4,738+4,738
Open
Created with Highcharts 10.1.0
$48.560.25%0.00%231,6542025-03-31
LLY
ELI LILLY
268+268
Open
Created with Highcharts 10.1.0
$827.770.24%0.00%221,0952025-03-31
ACHR
ARCHER AVIATION
22,450+22,450
Open
Created with Highcharts 10.1.0
$9.110.17%0.00%159,6202025-03-31
XOM
EXXON MOBIL
0-2,896
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31