Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
VANGUARD INDEX FDS (VOO) | 26,444 | +14,681 | $12,711 |
VOO | 26,444 | +14,681 | $12,711 |
AMGEN INC | 39,400 | +103 | $11,202 |
AMGN | 39,400 | +103 | $11,202 |
ISHARES TR (IUSB) | 141,395 | +82,049 | $6,446 |
IUSB | 141,395 | +82,049 | $6,446 |
SCHWAB STRATEGIC TR | 71,268 | -2,396 | $4,423 |
SCHX | 71,268 | -2,396 | $4,423 |
MICROSOFT CORP | 10,499 | +2,046 | $4,417 |
MSFT | 10,499 | +2,046 | $4,417 |
INVESCO QQQ TR | 7,868 | +1,574 | $3,493 |
QQQ | 7,868 | +1,574 | $3,493 |
J P MORGAN EXCHANGE TRADED F (JQUA) | 64,087 | +22,438 | $3,388 |
JQUA | 64,087 | +22,438 | $3,388 |
NVIDIA CORPORATION | 3,556 | +1,039 | $3,213 |
NVDA | 3,556 | +1,039 | $3,213 |
APPLE INC | 14,258 | +5,093 | $2,445 |
AAPL | 14,258 | +5,093 | $2,445 |
ISHARES TR (IVLU) | 84,601 | +36,736 | $2,388 |
IVLU | 84,601 | +36,736 | $2,388 |
ISHARES TR (SUB) | 21,272 | +13,550 | $2,228 |
SUB | 21,272 | +13,550 | $2,228 |
ISHARES TR (EFG) | 19,469 | +8,397 | $2,021 |
EFG | 19,469 | +8,397 | $2,021 |
VANGUARD INDEX FDS (VTV) | 12,396 | +12,396 | $2,019 |
VTV | 12,396 | +12,396 | $2,019 |
ISHARES TR (TFLO) | 39,320 | +20,572 | $1,993 |
TFLO | 39,320 | +20,572 | $1,993 |
SCHWAB STRATEGIC TR | 50,668 | +18,712 | $1,977 |
SCHF | 50,668 | +18,712 | $1,977 |
VANGUARD SCOTTSDALE FDS (VMBS) | 41,447 | +18,790 | $1,890 |
VMBS | 41,447 | +18,790 | $1,890 |
SELECT SECTOR SPDR TR (XLK) | 9,063 | +6,629 | $1,888 |
XLK | 9,063 | +6,629 | $1,888 |
ISHARES TR (MUB) | 15,482 | +12,646 | $1,666 |
MUB | 15,482 | +12,646 | $1,666 |
ISHARES TR (AGG) | 16,346 | +3,825 | $1,601 |
AGG | 16,346 | +3,825 | $1,601 |
SPDR SER TR (SPYG) | 21,533 | +14,978 | $1,575 |
SPYG | 21,533 | +14,978 | $1,575 |
SCHWAB STRATEGIC TR | 22,794 | +15,054 | $1,536 |
FNDX | 22,794 | +15,054 | $1,536 |
ISHARES TR (IVV) | 2,910 | +2,910 | $1,530 |
IVV | 2,910 | +2,910 | $1,530 |
FIRST TR VALUE LINE DIVID IN (FVD) | 34,510 | +1,007 | $1,457 |
FVD | 34,510 | +1,007 | $1,457 |
JPMORGAN CHASE & CO | 7,178 | +3,292 | $1,438 |
JPM | 7,178 | +3,292 | $1,438 |
VANGUARD TAX MANAGED FDS (VEA) | 27,513 | +10,008 | $1,380 |
VEA | 27,513 | +10,008 | $1,380 |
ISHARES TR (STIP) | 13,721 | -5,080 | $1,364 |
STIP | 13,721 | -5,080 | $1,364 |
AMAZON COM INC | 7,422 | +1,286 | $1,339 |
AMZN | 7,422 | +1,286 | $1,339 |
SCHWAB STRATEGIC TR | 26,790 | +4,465 | $1,319 |
SCHA | 26,790 | +4,465 | $1,319 |
INVESCO EXCHANGE TRADED FD T (XMMO) | 11,247 | +2,947 | $1,292 |
XMMO | 11,247 | +2,947 | $1,292 |
WALMART INC | 19,165 | +17,722 | $1,153 |
WMT | 19,165 | +17,722 | $1,153 |
SPDR SER TR (TFI) | 24,549 | UNCH | $1,141 |
TFI | 24,549 | UNCH | $1,141 |
BERKSHIRE HATHAWAY INC DEL | $1,098 | ||
BRK.B | 2,611 | +724 | $1,098 |
SPDR SER TR (SPTL) | 38,501 | +16,002 | $1,076 |
SPTL | 38,501 | +16,002 | $1,076 |
ABRDN GOLD ETF TRUST (SGOL) | 50,512 | +26,800 | $1,073 |
SGOL | 50,512 | +26,800 | $1,073 |
ISHARES TR (BYLD) | 47,573 | +33,398 | $1,064 |
BYLD | 47,573 | +33,398 | $1,064 |
ISHARES TR (IWM) | 4,971 | +1,392 | $1,045 |
IWM | 4,971 | +1,392 | $1,045 |
EXXON MOBIL CORP | 8,912 | +1,898 | $1,036 |
XOM | 8,912 | +1,898 | $1,036 |
SPDR INDEX SHS FDS (SPEM) | 28,436 | +11,582 | $1,029 |
SPEM | 28,436 | +11,582 | $1,029 |
FIRST TR EXCHANGE TRADED FD (FTCS) | 11,722 | +243 | $1,004 |
FTCS | 11,722 | +243 | $1,004 |
META PLATFORMS INC | 2,061 | +683 | $1,001 |
META | 2,061 | +683 | $1,001 |
SCHWAB STRATEGIC TR | 20,770 | +9,938 | $1,001 |
SCHO | 20,770 | +9,938 | $1,001 |
VANGUARD MUN BD FDS (VTEB) | 19,421 | +19,421 | $983 |
VTEB | 19,421 | +19,421 | $983 |
SCHWAB STRATEGIC TR | 12,163 | +4,642 | $981 |
SCHD | 12,163 | +4,642 | $981 |
VERIZON COMMUNICATIONS INC | 23,363 | -564 | $980 |
VZ | 23,363 | -564 | $980 |
ISHARES TR (INDA) | 18,933 | +18,933 | $977 |
INDA | 18,933 | +18,933 | $977 |
ISHARES TR (IWF) | 2,896 | +211 | $976 |
IWF | 2,896 | +211 | $976 |
BROADCOM INC | 724 | +487 | $960 |
AVGO | 724 | +487 | $960 |
SPDR SER TR (SPLG) | 14,163 | -1,362 | $871 |
SPLG | 14,163 | -1,362 | $871 |
VISA INC | 2,972 | +702 | $829 |
V | 2,972 | +702 | $829 |
HOME DEPOT INC | 2,128 | +703 | $816 |
HD | 2,128 | +703 | $816 |
PACER FDS TR | 13,961 | +1,478 | $811 |
COWZ | 13,961 | +1,478 | $811 |
CISCO SYS INC | 16,048 | +4,252 | $801 |
CSCO | 16,048 | +4,252 | $801 |
VANGUARD WHITEHALL FDS (VYM) | 6,367 | +6,367 | $770 |
VYM | 6,367 | +6,367 | $770 |
SPDR GOLD TR (GLD) | 3,733 | +32 | $768 |
GLD | 3,733 | +32 | $768 |
SPDR S&P 500 ETF TR (SPY) | 1,434 | +675 | $750 |
SPY | 1,434 | +675 | $750 |
ISHARES TR (IGSB) | 14,504 | +8,288 | $744 |
IGSB | 14,504 | +8,288 | $744 |
VANGUARD INDEX FDS (VO) | 2,968 | +1,650 | $742 |
VO | 2,968 | +1,650 | $742 |
SCHWAB STRATEGIC TR | 14,157 | -2,958 | $738 |
SCHP | 14,157 | -2,958 | $738 |
ISHARES TR (IJH) | 12,065 | +11,297 | $733 |
IJH | 12,065 | +11,297 | $733 |
FIRST TR EXCHANGE TRADED FD (RDVY) | 13,015 | -601 | $731 |
RDVY | 13,015 | -601 | $731 |
BLACKROCK ETF TRUST II (INMU) | 30,211 | +30,211 | $718 |
INMU | 30,211 | +30,211 | $718 |
ALPHABET INC | 4,694 | +2,201 | $715 |
GOOG | 4,694 | +2,201 | $715 |
ISHARES TR (EFA) | 8,885 | +646 | $710 |
EFA | 8,885 | +646 | $710 |
INTERNATIONAL BUSINESS MACHS | 3,633 | +508 | $694 |
IBM | 3,633 | +508 | $694 |
DOW INC | 11,915 | -1,511 | $690 |
DOW | 11,915 | -1,511 | $690 |
TESLA INC | 3,901 | +468 | $686 |
TSLA | 3,901 | +468 | $686 |
ISHARES GOLD TR (IAU) | 16,305 | +9,041 | $685 |
IAU | 16,305 | +9,041 | $685 |
ISHARES TR (ESGU) | 5,778 | +978 | $664 |
ESGU | 5,778 | +978 | $664 |
ABBVIE INC | 3,641 | +1,346 | $663 |
ABBV | 3,641 | +1,346 | $663 |
SPDR SER TR (SPSM) | 15,364 | +6,749 | $661 |
SPSM | 15,364 | +6,749 | $661 |
CATERPILLAR INC | 1,775 | +154 | $650 |
CAT | 1,775 | +154 | $650 |
MASTERCARD INCORPORATED | 1,322 | +313 | $637 |
MA | 1,322 | +313 | $637 |
SCHWAB STRATEGIC TR | 7,812 | -2,337 | $636 |
SCHM | 7,812 | -2,337 | $636 |
SPDR SER TR (SPIB) | 19,423 | +19,423 | $635 |
SPIB | 19,423 | +19,423 | $635 |
ELI LILLY & CO | 773 | +269 | $602 |
LLY | 773 | +269 | $602 |
JOHNSON & JOHNSON | 3,799 | +1,629 | $601 |
JNJ | 3,799 | +1,629 | $601 |
RTX CORPORATION | 6,045 | +6,045 | $590 |
RTX | 6,045 | +6,045 | $590 |
ORACLE CORP | 4,598 | +2,137 | $578 |
ORCL | 4,598 | +2,137 | $578 |
SCHWAB STRATEGIC TR | 9,441 | UNCH | $576 |
SCHB | 9,441 | UNCH | $576 |
SUPER MICRO COMPUTER INC | 548 | +548 | $553 |
SMCI | 548 | +548 | $553 |
PFIZER INC | 19,443 | +93 | $540 |
PFE | 19,443 | +93 | $540 |
PROCTER AND GAMBLE CO | 3,331 | +1,284 | $540 |
PG | 3,331 | +1,284 | $540 |
VANGUARD INDEX FDS (VNQ) | 6,205 | -463 | $537 |
VNQ | 6,205 | -463 | $537 |
CONOCOPHILLIPS | 4,214 | -93 | $536 |
COP | 4,214 | -93 | $536 |
INTEL CORP | 12,037 | +287 | $532 |
INTC | 12,037 | +287 | $532 |
ISHARES TR (IWB) | 1,840 | +236 | $530 |
IWB | 1,840 | +236 | $530 |
DOMINOS PIZZA INC | 1,043 | +1,043 | $518 |
DPZ | 1,043 | +1,043 | $518 |
FIRST TR EXCHNG TRADED FD VI (FFEB) | 11,408 | +11,408 | $516 |
FFEB | 11,408 | +11,408 | $516 |
VANGUARD BD INDEX FDS (BSV) | 6,714 | +399 | $515 |
BSV | 6,714 | +399 | $515 |
FIDELITY COVINGTON TRUST | 3,292 | +3,292 | $513 |
FTEC | 3,292 | +3,292 | $513 |
INVESCO EXCH TRADED FD TR II (BKLN) | 23,607 | -10,411 | $499 |
BKLN | 23,607 | -10,411 | $499 |
VANGUARD INDEX FDS (VTI) | 1,905 | -64 | $495 |
VTI | 1,905 | -64 | $495 |
VANGUARD BD INDEX FDS (BND) | 6,764 | +2,780 | $491 |
BND | 6,764 | +2,780 | $491 |
FIRST TR EXCHNG TRADED FD VI (FIXD) | 11,188 | -306 | $488 |
FIXD | 11,188 | -306 | $488 |
ISHARES TR (IJS) | 4,707 | -584 | $484 |
IJS | 4,707 | -584 | $484 |
DISNEY WALT CO | 3,888 | -446 | $476 |
DIS | 3,888 | -446 | $476 |
VANGUARD SCOTTSDALE FDS (VCSH) | 6,159 | +102 | $476 |
VCSH | 6,159 | +102 | $476 |
MARRIOTT INTL INC NEW | 1,882 | -226 | $475 |
MAR | 1,882 | -226 | $475 |
ISHARES TR (IJR) | 4,290 | +219 | $474 |
IJR | 4,290 | +219 | $474 |
CVR PARTNERS LP | 5,917 | +5,917 | $465 |
UAN | 5,917 | +5,917 | $465 |
CITIGROUP INC | 7,335 | -152 | $464 |
C | 7,335 | -152 | $464 |
COLUMBIA ETF TR II (XCEM) | 14,827 | +14,827 | $461 |
XCEM | 14,827 | +14,827 | $461 |
UNITEDHEALTH GROUP INC | 919 | +331 | $455 |
UNH | 919 | +331 | $455 |
VANGUARD INDEX FDS (VBR) | 2,356 | +568 | $452 |
VBR | 2,356 | +568 | $452 |
CHEVRON CORP NEW | 2,803 | +986 | $442 |
CVX | 2,803 | +986 | $442 |
VANECK ETF TRUST (FLTR) | 17,304 | -9,816 | $441 |
FLTR | 17,304 | -9,816 | $441 |
ALPHABET INC | 2,893 | +584 | $437 |
GOOGL | 2,893 | +584 | $437 |
SELECT SECTOR SPDR TR (XLE) | 4,602 | +4,602 | $435 |
XLE | 4,602 | +4,602 | $435 |
PHILLIPS 66 | 2,635 | +17 | $430 |
PSX | 2,635 | +17 | $430 |
VANGUARD WHITEHALL FDS (VYMI) | 6,227 | +6,227 | $428 |
VYMI | 6,227 | +6,227 | $428 |
VANGUARD INDEX FDS (VV) | 1,770 | +1,770 | $424 |
VV | 1,770 | +1,770 | $424 |
ISHARES TR (EEM) | 10,296 | +281 | $423 |
EEM | 10,296 | +281 | $423 |
VANGUARD SPECIALIZED FUNDS (VIG) | 2,297 | +2,297 | $419 |
VIG | 2,297 | +2,297 | $419 |
SELECT SECTOR SPDR TR (XLV) | 2,835 | +2,835 | $419 |
XLV | 2,835 | +2,835 | $419 |
SALESFORCE INC | 1,388 | +146 | $418 |
CRM | 1,388 | +146 | $418 |
CONSTELLATION ENERGY CORP | 2,255 | -40 | $417 |
CEG | 2,255 | -40 | $417 |
VANGUARD INTL EQUITY INDEX F (VWO) | 9,990 | -28 | $417 |
VWO | 9,990 | -28 | $417 |
FIDELITY COVINGTON TRUST | 9,088 | +9,088 | $412 |
FDVV | 9,088 | +9,088 | $412 |
ISHARES TR (IDEV) | 6,092 | +2,274 | $409 |
IDEV | 6,092 | +2,274 | $409 |
DIMENSIONAL ETF TRUST (DFAC) | 12,554 | +12,554 | $401 |
DFAC | 12,554 | +12,554 | $401 |
VANGUARD SCOTTSDALE FDS (VTWO) | 4,695 | +4,695 | $399 |
VTWO | 4,695 | +4,695 | $399 |
VANGUARD SCOTTSDALE FDS (VCIT) | 4,800 | +4,800 | $386 |
VCIT | 4,800 | +4,800 | $386 |
SCHWAB STRATEGIC TR | 15,257 | +3,070 | $385 |
SCHE | 15,257 | +3,070 | $385 |
NEXTERA ENERGY INC | 5,994 | +5,994 | $383 |
NEE | 5,994 | +5,994 | $383 |
ABBOTT LABS | 3,365 | +1,279 | $382 |
ABT | 3,365 | +1,279 | $382 |
ACCENTURE PLC IRELAND | 1,100 | +291 | $381 |
ACN | 1,100 | +291 | $381 |
VANGUARD INDEX FDS (VB) | 1,665 | -138 | $381 |
VB | 1,665 | -138 | $381 |
ISHARES TR (ESML) | 9,387 | UNCH | $378 |
ESML | 9,387 | UNCH | $378 |
MERCK & CO INC | 2,850 | +2,850 | $376 |
MRK | 2,850 | +2,850 | $376 |
SCHWAB STRATEGIC TR | 4,023 | -3,693 | $373 |
SCHG | 4,023 | -3,693 | $373 |
ISHARES TR (IFRA) | 8,532 | +8,532 | $370 |
IFRA | 8,532 | +8,532 | $370 |
FIRST TR EXCHANGE TRADED FD (FIW) | 3,611 | UNCH | $369 |
FIW | 3,611 | UNCH | $369 |
SCHWAB STRATEGIC TR | 7,524 | +2,171 | $369 |
SCHR | 7,524 | +2,171 | $369 |
ISHARES TR (HYDB) | 7,870 | +7,870 | $368 |
HYDB | 7,870 | +7,870 | $368 |
INVESCO EXCH TRADED FD TR II (QQQM) | 1,975 | +1,975 | $361 |
QQQM | 1,975 | +1,975 | $361 |
T ROWE PRICE ETF INC (TAGG) | 8,514 | +8,514 | $360 |
TAGG | 8,514 | +8,514 | $360 |
VANGUARD SCOTTSDALE FDS (VONV) | 4,572 | -817 | $360 |
VONV | 4,572 | -817 | $360 |
ISHARES TR (IVE) | 1,912 | +452 | $357 |
IVE | 1,912 | +452 | $357 |
ARM HOLDINGS PLC | 2,820 | +2,820 | $352 |
ARM | 2,820 | +2,820 | $352 |
ISHARES TR (EFV) | 6,439 | +6,439 | $350 |
EFV | 6,439 | +6,439 | $350 |
VANGUARD SCOTTSDALE FDS (VGIT) | 5,981 | -187 | $350 |
VGIT | 5,981 | -187 | $350 |
SMITH A O CORP | 3,900 | -200 | $349 |
AOS | 3,900 | -200 | $349 |
ISHARES INC (IEMG) | 6,718 | +6,718 | $347 |
IEMG | 6,718 | +6,718 | $347 |
COCA COLA CO | 5,674 | +5,674 | $347 |
KO | 5,674 | +5,674 | $347 |
TEXAS INSTRS INC | 1,994 | +1,994 | $347 |
TXN | 1,994 | +1,994 | $347 |
WISDOMTREE TR | 6,819 | -3,227 | $343 |
USFR | 6,819 | -3,227 | $343 |
ISHARES TR (SCZ) | 5,318 | -1,889 | $337 |
SCZ | 5,318 | -1,889 | $337 |
VANGUARD SCOTTSDALE FDS (VGLT) | 5,664 | +2,113 | $336 |
VGLT | 5,664 | +2,113 | $336 |
AUTOMATIC DATA PROCESSING IN | 1,342 | -15 | $335 |
ADP | 1,342 | -15 | $335 |
ISHARES TR (LQD) | 3,063 | -392 | $334 |
LQD | 3,063 | -392 | $334 |
WASTE MGMT INC DEL | 1,554 | -253 | $331 |
WM | 1,554 | -253 | $331 |
MCDONALDS CORP | 1,151 | +1,151 | $325 |
MCD | 1,151 | +1,151 | $325 |
AMERICAN CENTY ETF TR (AVDV) | 4,910 | -113 | $323 |
AVDV | 4,910 | -113 | $323 |
EXELON CORP | 8,557 | +454 | $321 |
EXC | 8,557 | +454 | $321 |
VANGUARD SCOTTSDALE FDS (VGSH) | 5,533 | +5,533 | $321 |
VGSH | 5,533 | +5,533 | $321 |
KRANESHARES TRUST (KMLM) | 10,438 | -3,088 | $312 |
KMLM | 10,438 | -3,088 | $312 |
PARKER HANNIFIN CORP | 562 | +562 | $312 |
PH | 562 | +562 | $312 |
FORD MTR CO DEL | 22,877 | +420 | $304 |
F | 22,877 | +420 | $304 |
BLACKROCK ETF TRUST II (CALY) | 5,964 | +5,964 | $300 |
CALY | 5,964 | +5,964 | $300 |
FIRST TR EXCHNG TRADED FD VI (FJAN) | 7,149 | +1,958 | $300 |
FJAN | 7,149 | +1,958 | $300 |
FRANKLIN TEMPLETON ETF TR (DIVI) | 9,084 | +9,084 | $292 |
DIVI | 9,084 | +9,084 | $292 |
SPDR INDEX SHS FDS (GNR) | 5,016 | UNCH | $291 |
GNR | 5,016 | UNCH | $291 |
SPDR SER TR (SPYV) | 5,764 | +5,764 | $289 |
SPYV | 5,764 | +5,764 | $289 |
ADOBE INC | 571 | +217 | $288 |
ADBE | 571 | +217 | $288 |
FRANKLIN RESOURCES INC | 10,123 | -1,400 | $285 |
BEN | 10,123 | -1,400 | $285 |
ISHARES TR (EMB) | 3,171 | +3,171 | $284 |
EMB | 3,171 | +3,171 | $284 |
GENERAL ELECTRIC CO | 1,594 | -36 | $280 |
GE | 1,594 | -36 | $280 |
ISHARES TR (IEFA) | 3,769 | -1,272 | $280 |
IEFA | 3,769 | -1,272 | $280 |
ISHARES TR (USIG) | 5,492 | +335 | $279 |
USIG | 5,492 | +335 | $279 |
BOEING CO | 1,443 | +1,443 | $278 |
BA | 1,443 | +1,443 | $278 |
CVS HEALTH CORP | 3,486 | +3,486 | $278 |
CVS | 3,486 | +3,486 | $278 |
ISHARES TR (IVW) | 3,289 | +3,289 | $278 |
IVW | 3,289 | +3,289 | $278 |
FREEPORT MCMORAN INC | 5,898 | +15 | $277 |
FCX | 5,898 | +15 | $277 |
STARBUCKS CORP | 3,004 | +3,004 | $275 |
SBUX | 3,004 | +3,004 | $275 |
BANK AMERICA CORP | 7,213 | +676 | $274 |
BAC | 7,213 | +676 | $274 |
NETFLIX INC | 448 | +448 | $272 |
NFLX | 448 | +448 | $272 |
NUSHARES ETF TR (NUSC) | 6,532 | UNCH | $272 |
NUSC | 6,532 | UNCH | $272 |
INVESCO EXCHANGE TRADED FD T (RSP) | 1,600 | -700 | $271 |
RSP | 1,600 | -700 | $271 |
WISDOMTREE TR | 5,232 | +5,232 | $262 |
EES | 5,232 | +5,232 | $262 |
SCHWAB STRATEGIC TR | 12,924 | -2,721 | $262 |
SCHH | 12,924 | -2,721 | $262 |
ISHARES INC (EMXC) | 4,531 | +357 | $261 |
EMXC | 4,531 | +357 | $261 |
NU HLDGS LTD | 21,896 | +21,896 | $261 |
NU | 21,896 | +21,896 | $261 |
ISHARES TR (IWR) | 3,083 | +3 | $259 |
IWR | 3,083 | +3 | $259 |
DBX ETF TR (DBEF) | 6,266 | -1,990 | $256 |
DBEF | 6,266 | -1,990 | $256 |
J P MORGAN EXCHANGE TRADED F (JEPI) | 4,293 | +387 | $248 |
JEPI | 4,293 | +387 | $248 |
FLEXSHARES TR (GUNR) | 5,929 | -886 | $244 |
GUNR | 5,929 | -886 | $244 |
SYNOPSYS INC | 424 | +3 | $242 |
SNPS | 424 | +3 | $242 |
WINNEBAGO INDS INC | 3,277 | -725 | $242 |
WGO | 3,277 | -725 | $242 |
GOLDMAN SACHS ETF TR (GSLC) | 2,305 | UNCH | $239 |
GSLC | 2,305 | UNCH | $239 |
COSTCO WHSL CORP NEW | 323 | +323 | $237 |
COST | 323 | +323 | $237 |
FIRST TR EXCHNG TRADED FD VI (FAUG) | 5,497 | UNCH | $236 |
FAUG | 5,497 | UNCH | $236 |
FIDELITY COVINGTON TRUST | 3,377 | +3,377 | $236 |
FHLC | 3,377 | +3,377 | $236 |
WISDOMTREE TR | 5,843 | UNCH | $232 |
DTH | 5,843 | UNCH | $232 |
AMERICAN EXPRESS CO | 1,016 | +1,016 | $231 |
AXP | 1,016 | +1,016 | $231 |
PHILIP MORRIS INTL INC | 2,522 | +2,522 | $231 |
PM | 2,522 | +2,522 | $231 |
DIMENSIONAL ETF TRUST (DFCF) | 5,453 | +5,453 | $229 |
DFCF | 5,453 | +5,453 | $229 |
GOLDMAN SACHS GROUP INC | 530 | +530 | $221 |
GS | 530 | +530 | $221 |
ECOLAB INC | 954 | +954 | $220 |
ECL | 954 | +954 | $220 |
EQUITY RESIDENTIAL | 3,467 | +3,467 | $219 |
EQR | 3,467 | +3,467 | $219 |
SCHWAB STRATEGIC TR | 4,765 | UNCH | $219 |
SCHZ | 4,765 | UNCH | $219 |
FIRST TR EXCHNG TRADED FD VI (FMAR) | 5,529 | +5,529 | $217 |
FMAR | 5,529 | +5,529 | $217 |
AFLAC INC | 2,521 | -19 | $216 |
AFL | 2,521 | -19 | $216 |
FIRST TR EXCHNG TRADED FD VI (FDEC) | 5,230 | UNCH | $216 |
FDEC | 5,230 | UNCH | $216 |
FIRST TR EXCHNG TRADED FD VI (QMAR) | 8,154 | +8,154 | $216 |
QMAR | 8,154 | +8,154 | $216 |
FLEXSHARES TR (ESGG) | 1,318 | +1,318 | $215 |
ESGG | 1,318 | +1,318 | $215 |
SPDR SER TR (SPMD) | 4,011 | -7,660 | $214 |
SPMD | 4,011 | -7,660 | $214 |
DIMENSIONAL ETF TRUST (DFSD) | 4,522 | +4,522 | $213 |
DFSD | 4,522 | +4,522 | $213 |
ISHARES TR (CRBN) | 1,182 | +1,182 | $212 |
CRBN | 1,182 | +1,182 | $212 |
VANGUARD WORLD FD (VOX) | 1,609 | +1,609 | $211 |
VOX | 1,609 | +1,609 | $211 |
ILLINOIS TOOL WKS INC | 783 | +783 | $210 |
ITW | 783 | +783 | $210 |
LOCKHEED MARTIN CORP | 450 | +450 | $205 |
LMT | 450 | +450 | $205 |
SCHWAB CHARLES CORP | 2,832 | +2,832 | $205 |
SCHW | 2,832 | +2,832 | $205 |
FIDELITY MERRIMACK STR TR | 4,499 | +4,499 | $204 |
FBND | 4,499 | +4,499 | $204 |
ISHARES TR (QUAL) | 1,228 | +1,228 | $202 |
QUAL | 1,228 | +1,228 | $202 |
ORAMED PHARMACEUTICALS INC | 18,810 | +18,810 | $55 |
ORMP | 18,810 | +18,810 | $55 |
LLOYDS BANKING GROUP PLC | 14,486 | +1,906 | $38 |
LYG | 14,486 | +1,906 | $38 |
NETWORK 1 TECHNOLOGIES INC | 16,000 | +16,000 | $33 |
NTIP | 16,000 | +16,000 | $33 |
BANCO BRADESCO S A | 10,096 | UNCH | $29 |
BBD | 10,096 | UNCH | $29 |
MONDEE HOLDINGS INC | 10,000 | UNCH | $23 |
MOND | 10,000 | UNCH | $23 |
NOVONIX LIMITED | 10,330 | UNCH | $23 |
NVX | 10,330 | UNCH | $23 |
AMARIN CORP PLC | 15,000 | +15,000 | $13 |
AMRN | 15,000 | +15,000 | $13 |
KULR TECHNOLOGY GROUP INC | 11,915 | UNCH | $5 |
KULR | 11,915 | UNCH | $5 |
SYSTEM1 INC | 16,995 | +16,995 | $2 |
SST.WT | 16,995 | +16,995 | $2 |
AFFIRM HLDGS INC | $0 (exited) | ||
AFRM | 0 | -4,104 | $0 |
BLACKSTONE INC | $0 (exited) | ||
BX | 0 | -1,539 | $0 |
FIRST TR EXCHNG TRADED FD VI | $0 (exited) | ||
FJUL | 0 | -5,715 | $0 |
FIRST TR EXCHNG TRADED FD VI | $0 (exited) | ||
FOCT | 0 | -5,340 | $0 |
ISHARES TR | 0 | -11,539 | $0 (exited) |
REET | 0 | -11,539 | $0 |
See Summary: Savvy Advisors Inc. Top Holdings
See Details: Top 10 Stocks Held By Savvy Advisors Inc.
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
VTV | +12,396 | +$2,019 |
IVV | +2,910 | +$1,530 |
VTEB | +19,421 | +$983 |
INDA | +18,933 | +$977 |
VYM | +6,367 | +$770 |
INMU | +30,211 | +$718 |
SPIB | +19,423 | +$635 |
RTX | +6,045 | +$590 |
SMCI | +548 | +$553 |
DPZ | +1,043 | +$518 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
REET | -11,539 | -$279 |
FJUL | -5,715 | -$238 |
FOCT | -5,340 | -$208 |
AFRM | -4,104 | -$202 |
BX | -1,539 | -$201 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
IUSB | +82,049 | +$3,712 |
IVLU | +36,736 | +$1,119 |
BYLD | +33,398 | +$746 |
SGOL | +26,800 | +$605 |
JQUA | +22,438 | +$1,395 |
TFLO | +20,572 | +$1,047 |
VMBS | +18,790 | +$840 |
SCHF | +18,712 | +$796 |
WMT | +17,722 | +$925 |
SPTL | +16,002 | +$423 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
BKLN | -10,411 | -$221 |
FLTR | -9,816 | -$241 |
SPMD | -7,660 | -$355 |
STIP | -5,080 | -$490 |
SCHG | -3,693 | -$267 |
USFR | -3,227 | -$162 |
KMLM | -3,088 | -$78 |
SCHP | -2,958 | -$155 |
SCHH | -2,721 | -$62 |
Size ($ in 1000's)
At 03/31/2024: $173,490 At 12/31/2023: $103,017 Savvy Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Savvy Advisors Inc. 13F filings. Link to 13F filings: SEC filings |