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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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| BRK.A | BERKSHIRE HATHAWAY | 43 | +15 | +53.57% | $0.00 | 9.33% | 0.00% | 34,332,989 | 2025-03-31 | ||||||
| SPY | SPDR S&P 500 ETF | 52,445 | -852 | -1.60% | $265.53 | 8.00% | 0.01% | 29,426,131 | 2025-03-31 | ||||||
| VGK | VANGUARD EUROPEAN STOCK INDEX FUND | 187,610 | +26,155 | +16.20% | $56.05 | 3.58% | 0.07% | 13,172,098 | 2025-03-31 | ||||||
| IWV | ISHARES RUSSELL 3000 ETF | 35,000 | 0 | 0.00% | $162.24 | 3.02% | 0.08% | 11,117,400 | 2025-03-31 | ||||||
| AAPL | APPLE | 44,327 | -5,600 | -11.22% | $112.37 | 2.68% | 0.00% | 9,846,357 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 88,933 | +8,940 | +11.18% | $45.83 | 2.62% | 0.00% | 9,639,427 | 2025-03-31 | ||||||
| BX | BLACKSTONE | 68,396 | +6,091 | +9.78% | $90.52 | 2.60% | 0.01% | 9,560,393 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 38,696 | +5,340 | +16.01% | $176.18 | 2.58% | 0.00% | 9,492,129 | 2025-03-31 | ||||||
| PANW | PALO ALTO NETWORKS | 43,380 | -2,400 | -5.24% | $128.44 | 2.01% | 0.01% | 7,402,363 | 2025-03-31 | ||||||
| AMZN | AMAZON | 36,270 | +60 | +0.17% | $141.44 | 1.88% | 0.00% | 6,900,730 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 11,894 | +454 | +3.97% | $0.00 | 1.72% | 0.00% | 6,334,507 | 2025-03-31 | ||||||
| BBJP | JPMORGAN BETABUILDERS JAPAN ETF | 108,590 | +8,885 | +8.91% | $55.89 | 1.66% | 0.05% | 6,095,157 | 2025-03-31 | ||||||
| XLV | HEALTH CARE SELECT SECTOR SPDR FUND | 40,333 | +5,050 | +14.31% | $129.00 | 1.60% | 0.02% | 5,889,021 | 2025-03-31 | ||||||
| XLK | TECHNOLOGY SELECT SECTOR SPDR FUND | 27,500 | 0 | 0.00% | $56.95 | 1.54% | 0.01% | 5,678,200 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 35,326 | +2,226 | +6.73% | $149.17 | 1.49% | 0.00% | 5,462,813 | 2025-03-31 | ||||||
| HON | HONEYWELL INTERNATIONAL | 24,598 | -1,700 | -6.46% | $194.46 | 1.42% | 0.00% | 5,208,627 | 2025-03-31 | ||||||
| MRK | MERCK & CO | 55,410 | -300 | -0.54% | $96.34 | 1.36% | 0.00% | 5,018,727 | 2025-03-31 | ||||||
| GLD | SPDR GOLD TRUST | 16,915 | 0 | 0.00% | $177.27 | 1.33% | 0.01% | 4,873,888 | 2025-03-31 | ||||||
| GOOG | ALPHABET | 30,630 | +3,000 | +10.86% | $81.31 | 1.30% | 0.00% | 4,785,325 | 2025-03-31 | ||||||
| CTAS | CINTAS | 22,400 | 0 | 0.00% | $254.55 | 1.25% | 0.01% | 4,603,872 | 2025-03-31 | ||||||
| RTX | RAYTHEON TECHNOLOGIES | 33,894 | +80 | +0.24% | $73.18 | 1.22% | 0.00% | 4,489,599 | 2025-03-31 | ||||||
| ITA | ISHARES US AEROSPACE & DEFENSE ETF | 28,753 | -142 | -0.49% | $92.88 | 1.20% | 0.07% | 4,402,084 | 2025-03-31 | ||||||
| IBIT | iShares Bitcoin Trust ETF | 90,595 | +42,560 | +88.60% | $43.44 | 1.15% | 0.01% | 4,240,752 | 2025-03-31 | ||||||
| BXSL | BLACKSTONE SECURED LENDING FUND | 122,329 | +448 | +0.37% | $25.49 | 1.10% | 0.05% | 4,052,760 | 2025-03-31 | ||||||
| XLE | ENERGY SELECT SECTOR SPDR FUND | 41,085 | -500 | -1.20% | $61.13 | 1.04% | 0.01% | 3,839,393 | 2025-03-31 | ||||||
| GS | GOLDMAN SACHS GROUP | 6,996 | -159 | -2.22% | $328.63 | 1.04% | 0.00% | 3,821,845 | 2025-03-31 | ||||||
| HD | HOME DEPOT | 10,357 | -83 | -0.80% | $249.46 | 1.03% | 0.00% | 3,795,737 | 2025-03-31 | ||||||
| RPV | GUGGENHEIM S&P 500(R) PURE VALUE ETF | 40,416 | -550 | -1.34% | $70.69 | 1.01% | 0.28% | 3,732,431 | 2025-03-31 | ||||||
| SUSA | ISHARES MSCI USA ESG SELECT ETF | 32,000 | 0 | 0.00% | $62.06 | 1.00% | 0.11% | 3,675,840 | 2025-03-31 | ||||||
| XLF | FINANCIAL SELECT SECTOR SPDR FUND | 70,870 | 0 | 0.00% | $35.00 | 0.96% | 0.01% | 3,530,035 | 2025-03-31 | ||||||
| BABA | ALIBABA | 24,730 | +1,400 | +6.00% | $109.92 | 0.89% | 0.00% | 3,270,048 | 2025-03-31 | ||||||
| CRM | SALESFORCE | 11,700 | +1,700 | +17.00% | $249.91 | 0.85% | 0.00% | 3,139,812 | 2025-03-31 | ||||||
| GE | GENERAL ELECTRIC | 15,387 | 0 | 0.00% | $111.08 | 0.84% | 0.00% | 3,085,247 | 2025-03-31 | ||||||
| DHR | DANAHER | 14,675 | 0 | 0.00% | $180.56 | 0.82% | 0.00% | 3,013,071 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 7,972 | +1,002 | +14.38% | $236.25 | 0.81% | 0.00% | 2,992,609 | 2025-03-31 | ||||||
| XLI | INDUSTRIAL SELECT SECTOR SPDR FUND | 22,385 | -3,000 | -11.82% | $92.83 | 0.80% | 0.01% | 2,934,002 | 2025-03-31 | ||||||
| COST | COSTCO WHOLESALE | 3,083 | -427 | -12.17% | $632.77 | 0.79% | 0.00% | 2,915,840 | 2025-03-31 | ||||||
| RSP | GUGGENHEIM S&P 500(R) EQUAL WEIGHT ETF | 14,884 | -766 | -4.89% | $165.51 | 0.70% | 0.00% | 2,578,355 | 2025-03-31 | ||||||
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 6,120 | -84 | -1.35% | $319.17 | 0.70% | 0.01% | 2,574,566 | 2025-03-31 | ||||||
| UNH | UNITEDHEALTH GROUP | 4,743 | +25 | +0.53% | $337.26 | 0.68% | 0.00% | 2,484,146 | 2025-03-31 | ||||||
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | 54,400 | 0 | 0.00% | $43.86 | 0.67% | 0.00% | 2,462,144 | 2025-03-31 | ||||||
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 12,601 | 0 | 0.00% | $154.95 | 0.64% | 0.00% | 2,371,004 | 2025-03-31 | ||||||
| SLB | SCHLUMBERGER | 54,420 | +9,500 | +21.15% | $41.70 | 0.62% | 0.00% | 2,287,558 | 2025-03-31 | ||||||
| AVUV | AVANTIS US SMALL CAP VALUE ETF | 26,108 | -479 | -1.80% | $83.81 | 0.62% | 0.00% | 2,275,841 | 2025-03-31 | ||||||
| EFA | ISHARES MSCI EAFE ETF | 27,338 | 0 | 0.00% | $68.50 | 0.61% | 0.00% | 2,234,335 | 2025-03-31 | ||||||
| GEV | GE Vernova | 7,003 | +3,441 | +96.60% | $256.67 | 0.58% | 0.00% | 2,137,876 | 2025-03-31 | ||||||
| MCD | MCDONALDS | 6,829 | +7 | +0.10% | $193.90 | 0.58% | 0.00% | 2,133,175 | 2025-03-31 | ||||||
| XOM | EXXON MOBIL | 17,368 | 0 | 0.00% | $86.29 | 0.56% | 0.00% | 2,065,576 | 2025-03-31 | ||||||
| MAGS | ROUNDHILL BIG TECH ETF | 45,000 | +45,000 | Open | $51.60 | 0.56% | 0.00% | 2,063,700 | 2025-03-31 | ||||||
| COWZ | PACER US CASH COWS 100 ETF | 37,605 | -850 | -2.21% | $50.86 | 0.56% | 0.00% | 2,059,229 | 2025-03-31 | ||||||