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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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| IWB | ISHARES RUSSELL 1000 ETF | 1,268,112 | +25,080 | +2.02% | $201.43 | 6.88% | 1.05% | 388,980,675 | 2025-03-31 | ||||||
| VOO | VANGUARD 500 INDEX FUND | 572,570 | +31,658 | +5.85% | $518.79 | 5.20% | 0.06% | 294,249,449 | 2025-03-31 | ||||||
| XOM | EXXON MOBIL | 1,883,557 | +15,013 | +0.80% | $80.80 | 3.96% | 0.04% | 224,011,434 | 2025-03-31 | ||||||
| AAPL | APPLE | 854,302 | -53,275 | -5.87% | $118.70 | 3.36% | 0.01% | 189,766,008 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 411,620 | -11,817 | -2.79% | $243.14 | 2.73% | 0.01% | 154,518,032 | 2025-03-31 | ||||||
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | 3,116,442 | +461,844 | +17.40% | $45.47 | 2.49% | 0.17% | 141,050,165 | 2025-03-31 | ||||||
| IJH | ISHARES CORE S&P MID-CAP ETF | 2,068,072 | -7,326 | -0.35% | $183.08 | 2.13% | 0.13% | 120,672,001 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 1,056,925 | -117,186 | -9.98% | $20.29 | 2.03% | 0.00% | 114,549,531 | 2025-03-31 | ||||||
| AMZN | AMAZON | 449,867 | -39,783 | -8.12% | $127.93 | 1.51% | 0.00% | 85,591,695 | 2025-03-31 | ||||||
| IJR | ISHARES CORE S&P SMALL-CAP ETF | 775,128 | +5,878 | +0.76% | $101.53 | 1.43% | 0.10% | 81,055,135 | 2025-03-31 | ||||||
| EFA | ISHARES MSCI EAFE ETF | 969,717 | +9,958 | +1.04% | $72.41 | 1.40% | 0.14% | 79,254,970 | 2025-03-31 | ||||||
| SPY | SPDR S&P 500 ETF | 131,554 | -25,164 | -16.06% | $396.19 | 1.30% | 0.01% | 73,589,992 | 2025-03-31 | ||||||
| IVV | ISHARES CORE S&P 500 ETF | 125,544 | +2,382 | +1.93% | $385.95 | 1.25% | 0.01% | 70,543,174 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 247,008 | -48,486 | -16.41% | $126.13 | 1.07% | 0.01% | 60,591,062 | 2025-03-31 | ||||||
| QQQ | INVESCO QQQ | 125,277 | +3,378 | +2.77% | $210.62 | 1.04% | 0.02% | 58,744,891 | 2025-03-31 | ||||||
| AAON | AAON | 681,598 | 0 | 0.00% | $35.76 | 0.94% | 0.84% | 53,253,252 | 2025-03-31 | ||||||
| VEA | VANGUARD TAX-MANAGED FUNDS | 1,041,566 | +29,984 | +2.96% | $46.29 | 0.94% | 0.04% | 52,942,800 | 2025-03-31 | ||||||
| WMT | WALMART | 601,025 | +5,120 | +0.86% | $38.80 | 0.93% | 0.01% | 52,763,985 | 2025-03-31 | ||||||
| ABBV | ABBVIE | 250,179 | -18,326 | -6.83% | $99.24 | 0.93% | 0.01% | 52,417,504 | 2025-03-31 | ||||||
| PG | PROCTER & GAMBLE | 287,187 | -5,041 | -1.73% | $130.23 | 0.87% | 0.01% | 48,942,409 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 90,112 | -4,768 | -5.03% | $0.00 | 0.85% | 0.00% | 47,991,849 | 2025-03-31 | ||||||
| VUG | VANGUARD GROWTH INDEX FUND | 128,006 | +614 | +0.48% | $302.45 | 0.84% | 0.03% | 47,467,185 | 2025-03-31 | ||||||
| LLY | ELI LILLY | 57,059 | -278 | -0.48% | $181.34 | 0.83% | 0.01% | 47,125,598 | 2025-03-31 | ||||||
| META | META | 81,661 | -10,620 | -11.51% | $247.31 | 0.83% | 0.00% | 47,066,134 | 2025-03-31 | ||||||
| GOOG | ALPHABET | 294,840 | -38,648 | -11.59% | $113.52 | 0.81% | 0.00% | 46,062,853 | 2025-03-31 | ||||||
| AVGO | BROADCOM | 270,310 | -36,906 | -12.01% | $47.13 | 0.80% | 0.01% | 45,258,004 | 2025-03-31 | ||||||
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 1,606,063 | +120,465 | +8.11% | $23.86 | 0.79% | 0.00% | 44,905,521 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 289,333 | -26,648 | -8.43% | $115.71 | 0.79% | 0.00% | 44,742,455 | 2025-03-31 | ||||||
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | 503,060 | +795 | +0.16% | $56.24 | 0.74% | 0.50% | 41,894,837 | 2025-03-31 | ||||||
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | 321,739 | -1,793 | -0.55% | $75.48 | 0.68% | 0.50% | 38,521,810 | 2025-03-31 | ||||||
| OKE | ONEOK | 374,881 | +27,325 | +7.86% | $60.46 | 0.66% | 0.06% | 37,195,693 | 2025-03-31 | ||||||
| SPHY | SPDR PORTFOLIO HIGH YIELD BOND ETF | 1,514,425 | +74,499 | +5.17% | $23.18 | 0.63% | 0.41% | 35,467,834 | 2025-03-31 | ||||||
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 97,362 | -345 | -0.35% | $201.41 | 0.62% | 0.04% | 35,156,445 | 2025-03-31 | ||||||
| MCD | MCDONALDS | 110,043 | +2,397 | +2.23% | $211.86 | 0.61% | 0.02% | 34,374,132 | 2025-03-31 | ||||||
| AGG | ISHARES CORE US AGGREGATE BOND ETF | 337,198 | -75,111 | -18.22% | $100.06 | 0.59% | 0.03% | 33,355,626 | 2025-03-31 | ||||||
| IVW | ISHARES S&P 500 GROWTH ETF | 347,346 | -25,354 | -6.80% | $43.49 | 0.57% | 0.06% | 32,244,129 | 2025-03-31 | ||||||
| CSCO | CISCO SYSTEMS | 520,503 | -25,252 | -4.63% | $46.83 | 0.57% | 0.01% | 32,120,241 | 2025-03-31 | ||||||
| UNH | UNITEDHEALTH GROUP | 59,795 | +590 | +1.00% | $340.27 | 0.55% | 0.01% | 31,317,631 | 2025-03-31 | ||||||
| JNJ | JOHNSON & JOHNSON | 186,673 | -7,828 | -4.02% | $148.56 | 0.55% | 0.01% | 30,957,850 | 2025-03-31 | ||||||
| COST | COSTCO WHOLESALE | 31,508 | -1,214 | -3.71% | $357.19 | 0.53% | 0.01% | 29,799,637 | 2025-03-31 | ||||||
| EFG | ISHARES MSCI EAFE GROWTH ETF | 297,911 | +3,375 | +1.15% | $91.88 | 0.53% | 0.24% | 29,791,100 | 2025-03-31 | ||||||
| HD | HOME DEPOT | 80,913 | -5,061 | -5.89% | $262.05 | 0.52% | 0.01% | 29,653,806 | 2025-03-31 | ||||||
| CVX | CHEVRON | 174,398 | -2,397 | -1.36% | $115.05 | 0.52% | 0.01% | 29,175,042 | 2025-03-31 | ||||||
| KO | COCA COLA | 401,157 | -15,079 | -3.62% | $52.12 | 0.51% | 0.01% | 28,730,865 | 2025-03-31 | ||||||
| MA | MASTERCARD | 51,659 | -5,127 | -9.03% | $270.75 | 0.50% | 0.01% | 28,315,331 | 2025-03-31 | ||||||
| V | VISA | 79,859 | -6,642 | -7.68% | $170.73 | 0.49% | 0.00% | 27,987,385 | 2025-03-31 | ||||||
| LMT | LOCKHEED MARTIN | 62,485 | -3,687 | -5.57% | $316.54 | 0.49% | 0.03% | 27,912,675 | 2025-03-31 | ||||||
| PEP | PEPSICO | 183,461 | -2,164 | -1.17% | $138.38 | 0.49% | 0.01% | 27,508,142 | 2025-03-31 | ||||||
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 419,460 | +39,248 | +10.32% | $56.55 | 0.42% | 0.06% | 23,967,944 | 2025-03-31 | ||||||
| IVE | ISHARES S&P 500 VALUE ETF | 123,937 | -6,495 | -4.98% | $134.78 | 0.42% | 0.06% | 23,619,913 | 2025-03-31 | ||||||