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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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IWF | ISHARES RUSSELL 1000 GROWTH ETF | 49,234 | -3,344 | -6.36% | $295.98 | 16.38% | 0.02% | 20,903,563 | 2025-06-30 | ||||||
NVDA | NVIDIA | 95,942 | -4,815 | -4.78% | $30.39 | 11.88% | 0.00% | 15,157,893 | 2025-06-30 | ||||||
MSFT | MICROSOFT | 25,854 | -962 | -3.59% | $324.23 | 10.08% | 0.00% | 12,859,936 | 2025-06-30 | ||||||
AAPL | APPLE | 60,310 | -4,309 | -6.67% | $157.24 | 9.69% | 0.00% | 12,373,769 | 2025-06-30 | ||||||
AMZN | AMAZON | 42,082 | -840 | -1.96% | $180.90 | 7.23% | 0.00% | 9,232,370 | 2025-06-30 | ||||||
GOOGL | ALPHABET | 35,091 | -8,131 | -18.81% | $142.36 | 4.85% | 0.00% | 6,184,140 | 2025-06-30 | ||||||
COST | COSTCO WHOLESALE | 4,236 | -60 | -1.40% | $536.10 | 3.29% | 0.00% | 4,193,228 | 2025-06-30 | ||||||
LLY | ELI LILLY | 4,607 | -415 | -8.26% | $391.75 | 2.81% | 0.00% | 3,591,124 | 2025-06-30 | ||||||
IVV | ISHARES CORE S&P 500 ETF | 5,211 | +380 | +7.87% | $496.82 | 2.53% | 0.00% | 3,235,409 | 2025-06-30 | ||||||
JPM | JPMORGAN CHASE | 11,140 | +127 | +1.15% | $167.59 | 2.53% | 0.00% | 3,229,588 | 2025-06-30 | ||||||
CRWD | CROWDSTRIKE HOLDINGS | 4,892 | -180 | -3.55% | $210.10 | 1.95% | 0.00% | 2,491,545 | 2025-06-30 | ||||||
HD | HOME DEPOT | 5,856 | +31 | +0.53% | $383.58 | 1.68% | 0.00% | 2,147,140 | 2025-06-30 | ||||||
VTV | VANGUARD VALUE INDEX FUND | 10,153 | 0 | 0.00% | $143.83 | 1.41% | 0.00% | 1,794,409 | 2025-06-30 | ||||||
WM | WASTE MANAGEMENT | 7,671 | -140 | -1.79% | $160.91 | 1.38% | 0.00% | 1,755,279 | 2025-06-30 | ||||||
AXP | AMERICAN EXPRESS | 5,219 | -440 | -7.78% | $240.61 | 1.30% | 0.00% | 1,664,757 | 2025-06-30 | ||||||
SPY | SPDR S&P 500 ETF | 2,504 | 0 | 0.00% | $453.52 | 1.21% | 0.00% | 1,547,097 | 2025-06-30 | ||||||
AVGO | BROADCOM | 5,441 | -75 | -1.36% | $105.38 | 1.18% | 0.00% | 1,499,741 | 2025-06-30 | ||||||
BRK.A | BERKSHIRE HATHAWAY | 2 | 0 | 0.00% | $734,810.30 | 1.14% | 0.00% | 1,457,600 | 2025-06-30 | ||||||
UBER | UBER | 15,330 | +1,110 | +7.81% | $71.88 | 1.12% | 0.00% | 1,430,289 | 2025-06-30 | ||||||
DVY | ISHARES SELECT DIVIDEND ETF | 10,165 | -400 | -3.79% | $119.69 | 1.06% | 0.01% | 1,349,998 | 2025-06-30 | ||||||
META | META | 1,565 | +35 | +2.29% | $440.85 | 0.91% | 0.00% | 1,155,111 | 2025-06-30 | ||||||
PG | PROCTER & GAMBLE | 6,480 | -200 | -2.99% | $148.92 | 0.81% | 0.00% | 1,032,394 | 2025-06-30 | ||||||
PANW | PALO ALTO NETWORKS | 4,800 | -150 | -3.03% | $159.44 | 0.77% | 0.00% | 982,272 | 2025-06-30 | ||||||
NFLX | NETFLIX | 700 | 0 | 0.00% | $736.29 | 0.73% | 0.00% | 937,391 | 2025-06-30 | ||||||
CRM | SALESFORCE | 3,213 | +200 | +6.64% | $274.06 | 0.69% | 0.00% | 876,047 | 2025-06-30 | ||||||
MCD | MCDONALDS | 2,733 | 0 | 0.00% | $251.85 | 0.63% | 0.00% | 798,642 | 2025-06-30 | ||||||
ABBV | ABBVIE | 4,226 | 0 | 0.00% | $122.70 | 0.61% | 0.00% | 784,431 | 2025-06-30 | ||||||
TSLA | TESLA | 2,400 | -900 | -27.27% | $226.27 | 0.60% | 0.00% | 762,384 | 2025-06-30 | ||||||
MRK | MERCK & CO | 9,328 | -1,643 | -14.98% | $80.43 | 0.58% | 0.00% | 738,390 | 2025-06-30 | ||||||
JNJ | JOHNSON & JOHNSON | 4,394 | -500 | -10.22% | $163.42 | 0.53% | 0.00% | 671,206 | 2025-06-30 | ||||||
V | VISA | 1,835 | -200 | -9.83% | $213.51 | 0.51% | 0.00% | 651,517 | 2025-06-30 | ||||||
IWM | ISHARES RUSSELL 2000 ETF | 2,995 | 0 | 0.00% | $224.68 | 0.51% | 0.00% | 646,292 | 2025-06-30 | ||||||
CSCO | CISCO SYSTEMS | 7,902 | +2 | +0.03% | $56.81 | 0.43% | 0.00% | 548,269 | 2025-06-30 | ||||||
HON | HONEYWELL INTERNATIONAL | 2,225 | 0 | 0.00% | $210.61 | 0.41% | 0.00% | 518,158 | 2025-06-30 | ||||||
CVX | CHEVRON | 3,618 | 0 | 0.00% | $154.11 | 0.41% | 0.00% | 518,011 | 2025-06-30 | ||||||
KMB | KIMBERLY CLARK | 3,912 | 0 | 0.00% | $134.25 | 0.40% | 0.00% | 504,336 | 2025-06-30 | ||||||
IWR | ISHARES RUSSELL MID-CAP ETF | 5,468 | 0 | 0.00% | $81.35 | 0.39% | 0.00% | 502,892 | 2025-06-30 | ||||||
IBM | IBM | 1,593 | 0 | 0.00% | $127.46 | 0.37% | 0.00% | 469,585 | 2025-06-30 | ||||||
GOOG | ALPHABET | 2,260 | 0 | 0.00% | $120.05 | 0.31% | 0.00% | 400,902 | 2025-06-30 | ||||||
WMT | WALMART | 4,078 | +5 | +0.12% | $68.36 | 0.31% | 0.00% | 398,707 | 2025-06-30 | ||||||
BAC | BANK OF AMERICA | 8,401 | -706 | -7.75% | $44.32 | 0.31% | 0.00% | 397,524 | 2025-06-30 | ||||||
PSA | PUBLIC STORAGE | 1,300 | 0 | 0.00% | $333.10 | 0.30% | 0.00% | 381,446 | 2025-06-30 | ||||||
QQQ | INVESCO QQQ | 683 | 0 | 0.00% | $386.70 | 0.30% | 0.00% | 376,593 | 2025-06-30 | ||||||
VZ | VERIZON COMMUNICATIONS | 7,656 | 0 | 0.00% | $52.09 | 0.26% | 0.00% | 331,256 | 2025-06-30 | ||||||
SNOW | SNOWFLAKE | 1,430 | +1,430 | Open | $180.59 | 0.25% | 0.00% | 319,992 | 2025-06-30 | ||||||
TIPX | SPDR BLOOMBERG 1-10 YEAR TIPS ETF | 16,022 | -188 | -1.16% | $21.16 | 0.24% | 0.02% | 306,662 | 2025-06-30 | ||||||
ED | CONSOLIDATED EDISON | 3,000 | 0 | 0.00% | $77.82 | 0.24% | 0.00% | 301,050 | 2025-06-30 | ||||||
XLK | TECHNOLOGY SELECT SECTOR SPDR FUND | 1,175 | -75 | -6.00% | $158.20 | 0.23% | 0.00% | 297,546 | 2025-06-30 | ||||||
IJR | ISHARES CORE S&P SMALL-CAP ETF | 2,660 | -60 | -2.21% | $99.85 | 0.23% | 0.00% | 290,712 | 2025-06-30 | ||||||
DHR | DANAHER | 1,470 | 0 | 0.00% | $235.68 | 0.23% | 0.00% | 290,384 | 2025-06-30 |