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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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| MSFT | MICROSOFT | 54,641 | -12,334 | -18.42% | $181.71 | 6.38% | 0.00% | 27,178,980 | 2025-06-30 | ||||||
| AMZN | AMAZON | 105,223 | -1,479 | -1.39% | $122.89 | 5.42% | 0.00% | 23,084,874 | 2025-06-30 | ||||||
| GOOGL | ALPHABET | 115,785 | -1,060 | -0.91% | $82.22 | 4.79% | 0.00% | 20,404,791 | 2025-06-30 | ||||||
| AAPL | APPLE | 98,600 | -9,574 | -8.85% | $81.97 | 4.75% | 0.00% | 20,229,763 | 2025-06-30 | ||||||
| VFH | VANGUARD FINANCIALS INDEX FUND | 133,988 | -1,368 | -1.01% | $65.80 | 4.01% | 0.15% | 17,056,673 | 2025-06-30 | ||||||
| TMSL | T ROWE PRICE SMALL-MID CAP ETF | 489,121 | +489,121 | Open | $29.73 | 3.77% | 0.00% | 16,043,169 | 2025-06-30 | ||||||
| ACWX | ISHARES MSCI ACWI EX US ETF | 191,772 | -42,035 | -17.98% | $44.14 | 2.75% | 0.18% | 11,686,586 | 2025-06-30 | ||||||
| BA | BOEING | 55,490 | -195 | -0.35% | $176.00 | 2.73% | 0.01% | 11,626,820 | 2025-06-30 | ||||||
| SNOW | SNOWFLAKE | 51,487 | -342 | -0.66% | $145.21 | 2.71% | 0.02% | 11,521,246 | 2025-06-30 | ||||||
| VDE | VANGUARD ENERGY INDEX FUND | 95,407 | -21,000 | -18.04% | $70.86 | 2.67% | 0.15% | 11,364,882 | 2025-06-30 | ||||||
| XLC | COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | 94,868 | +187 | +0.20% | $50.11 | 2.42% | 0.04% | 10,296,025 | 2025-06-30 | ||||||
| FI | FISERV | 57,947 | +18,130 | +45.53% | $128.47 | 2.35% | 0.01% | 9,990,643 | 2025-06-30 | ||||||
| PANW | PALO ALTO NETWORKS | 47,915 | -1,923 | -3.86% | $124.23 | 2.30% | 0.01% | 9,805,326 | 2025-06-30 | ||||||
| LLY | ELI LILLY | 12,462 | +165 | +1.34% | $281.35 | 2.28% | 0.00% | 9,714,503 | 2025-06-30 | ||||||
| TSLA | TESLA | 30,559 | -2,016 | -6.19% | $237.48 | 2.28% | 0.00% | 9,707,372 | 2025-06-30 | ||||||
| TJX | TJX COMPANIES | 78,048 | -2,567 | -3.18% | $52.38 | 2.26% | 0.01% | 9,638,148 | 2025-06-30 | ||||||
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | 115,232 | +2,278 | +2.02% | $77.74 | 2.24% | 0.02% | 9,555,038 | 2025-06-30 | ||||||
| TTD | TRADE DESK | 130,439 | -73,209 | -35.95% | $65.80 | 2.21% | 0.03% | 9,390,304 | 2025-06-30 | ||||||
| NOW | SERVICENOW | 8,687 | +121 | +1.41% | $420.78 | 2.10% | 0.00% | 8,930,931 | 2025-06-30 | ||||||
| XLI | INDUSTRIAL SELECT SECTOR SPDR FUND | 58,681 | -1,323 | -2.20% | $78.44 | 2.03% | 0.04% | 8,656,622 | 2025-06-30 | ||||||
| VDC | VANGUARD CONSUMER STAPLES INDEX FUND | 39,492 | -1,476 | -3.60% | $156.81 | 2.03% | 0.12% | 8,648,748 | 2025-06-30 | ||||||
| SMMD | ISHARES RUSSELL 2500 ETF | 127,187 | -131,230 | -50.78% | $54.30 | 2.02% | 0.59% | 8,620,735 | 2025-06-30 | ||||||
| UNH | UNITEDHEALTH GROUP | 25,839 | +11,987 | +86.54% | $328.11 | 1.89% | 0.00% | 8,060,993 | 2025-06-30 | ||||||
| GEV | GE Vernova | 14,651 | +14,651 | Open | $400.72 | 1.82% | 0.01% | 7,752,577 | 2025-06-30 | ||||||
| BLK | BLACKROCK | 7,263 | -340 | -4.47% | $494.14 | 1.79% | 0.00% | 7,620,703 | 2025-06-30 | ||||||
| DHR | DANAHER | 38,463 | -3,098 | -7.45% | $152.29 | 1.79% | 0.01% | 7,610,209 | 2025-06-30 | ||||||
| CRM | SALESFORCE | 27,420 | +1,503 | +5.80% | $191.06 | 1.76% | 0.00% | 7,488,464 | 2025-06-30 | ||||||
| ADBE | ADOBE | 18,963 | -11,203 | -37.14% | $468.84 | 1.72% | 0.00% | 7,336,406 | 2025-06-30 | ||||||
| TCHP | T ROWE PRICE BLUE CHIP GROWTH ETF | 157,427 | -9,712 | -5.81% | $23.15 | 1.68% | 0.00% | 7,139,315 | 2025-06-30 | ||||||
| V | VISA | 19,745 | -5,534 | -21.89% | $204.47 | 1.65% | 0.00% | 7,010,463 | 2025-06-30 | ||||||
| MA | MASTERCARD | 12,453 | -2,844 | -18.59% | $284.99 | 1.64% | 0.00% | 6,997,839 | 2025-06-30 | ||||||
| HON | HONEYWELL INTERNATIONAL | 29,681 | -898 | -2.94% | $190.23 | 1.62% | 0.00% | 6,912,112 | 2025-06-30 | ||||||
| SOXX | ISHARES SEMICONDUCTOR ETF | 28,913 | -413 | -1.41% | $260.41 | 1.62% | 0.05% | 6,901,534 | 2025-06-30 | ||||||
| NVDA | NVIDIA | 43,556 | -170 | -0.39% | $58.45 | 1.62% | 0.00% | 6,881,845 | 2025-06-30 | ||||||
| FBND | FIDELITY TOTAL BOND ETF | 146,774 | +6,443 | +4.59% | $50.35 | 1.58% | 0.00% | 6,740,547 | 2025-06-30 | ||||||
| PPA | INVESCO AEROSPACE & DEFENSE ETF | 45,044 | -71 | -0.16% | $110.18 | 1.50% | 0.11% | 6,382,285 | 2025-06-30 | ||||||
| XLV | HEALTH CARE SELECT SECTOR SPDR FUND | 46,072 | +747 | +1.65% | $95.51 | 1.46% | 0.02% | 6,210,045 | 2025-06-30 | ||||||
| TGT | TARGET | 60,619 | -801 | -1.30% | $140.43 | 1.40% | 0.01% | 5,980,065 | 2025-06-30 | ||||||
| SNPS | SYNOPSYS | 10,724 | +10,724 | Open | $458.69 | 1.29% | 0.01% | 5,497,981 | 2025-06-30 | ||||||
| XLB | MATERIALS SELECT SECTOR SPDR FUND | 60,988 | -561 | -0.91% | $60.44 | 1.26% | 0.10% | 5,355,357 | 2025-06-30 | ||||||
| VNQ | VANGUARD REAL ESTATE INDEX FUND | 47,240 | -2,283 | -4.61% | $82.68 | 0.99% | 0.01% | 4,207,195 | 2025-06-30 | ||||||
| VONE | VANGUARD RUSSELL 1000 INDEX FUND | 14,940 | -479 | -3.11% | $191.98 | 0.99% | 0.08% | 4,196,049 | 2025-06-30 | ||||||
| IHI | ISHARES US MEDICAL DEVICES ETF | 59,190 | -2,639 | -4.27% | $51.09 | 0.87% | 0.08% | 3,707,662 | 2025-06-30 | ||||||
| JAVA | JPMORGAN ACTIVE VALUE ETF | 42,995 | -811 | -1.85% | $50.40 | 0.66% | 0.08% | 2,816,173 | 2025-06-30 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 2,718 | -504 | -15.64% | $0.00 | 0.31% | 0.00% | 1,320,323 | 2025-06-30 | ||||||
| PG | PROCTER & GAMBLE | 2,864 | -200 | -6.53% | $148.51 | 0.11% | 0.00% | 456,293 | 2025-06-30 | ||||||
| JNJ | JOHNSON & JOHNSON | 2,797 | -268 | -8.74% | $152.15 | 0.10% | 0.00% | 427,242 | 2025-06-30 | ||||||
| ABBV | ABBVIE | 1,626 | +22 | +1.37% | $98.97 | 0.07% | 0.00% | 301,819 | 2025-06-30 | ||||||
| XLY | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND | 1,290 | +1,290 | Open | $201.17 | 0.07% | 0.00% | 280,356 | 2025-06-30 | ||||||
| MCO | MOODYS | 533 | 0 | 0.00% | $396.23 | 0.06% | 0.00% | 267,348 | 2025-06-30 | ||||||