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| Holdings Found : 66 | View All Holdings | Currently Viewing: Increased Positions | Page 1 of 1 | ||||
Menu |
Ticker | Company Name | Position Rank |
New/Closed Postion |
Last Close |
Value | Shares Held | % of Portfolio |
Value Change |
Change In Shares Held |
% of Company | Industry |
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IVV | iShares Core S&P 500 Etf | - | $519.81 | $153,513,000 | 291,999 | % | 127,102,000 | 236,704 | 0 | N/A | |
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VTI | Vanguard Total Stock Market... | - | $256.30 | $51,586,000 | 6,181,254 | % | 5,669,000 | 7,127 | 0 | N/A | |
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VYM | Vanguard High Dividend Yiel... | - | $118.59 | $40,928,000 | 2,102,116 | % | 30,779,000 | 248,559 | 0 | N/A | |
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IEFA | Ishares Core Msci Eafe | - | $0.00 | $31,579,000 | 425,480 | % | 19,740,000 | 257,190 | 0 | N/A | |
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AAAU | Goldman Sachs Physical Gold... | - | $17.29 | $27,255,000 | 1,239,435 | % | 12,959,000 | 539,859 | 0 | N/A | |
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XLY | SPDR cnsmr discr sel sect | - | $177.85 | $19,775,000 | 107,536 | % | 8,385,000 | 43,838 | 0 | N/A | |
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IEMG | Ishares Core Msci Emerging ... | - | $53.10 | $17,192,000 | 333,178 | % | 10,006,000 | 191,113 | 0 | N/A | |
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IGV | iShares S&P GSTI Software I... | - | $0.00 | $15,048,000 | 1,502,345 | % | 9,546,000 | 150,484 | 0 | N/A | |
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IEF | iShares Lehman 7-10 Year Tr... | - | $92.52 | $13,092,000 | 138,306 | % | 3,894,000 | 42,878 | 0 | N/A | |
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IJR | iShares Core S&P Small-Cap | - | $108.26 | $13,069,000 | 445,629 | % | 9,130,000 | 81,925 | 0 | N/A | |
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SHY | Ishares Barclays 1-3 Treasu... | - | $81.28 | $9,117,000 | 111,487 | % | 2,142,000 | 26,464 | 0 | N/A | |
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MSFT | Microsoft Corp | - | $410.54 | $5,441,000 | 12,933 | % | 1,022,000 | 1,181 | 0 | N/A | |
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AAPL | Apple Inc | - | $182.74 | $5,262,000 | 30,687 | % | -542,000 | 537 | 0 | N/A | |
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IJH | iShares S&P MidCap 400 Index | - | $59.28 | $3,543,000 | 1,280,676 | % | -592,000 | 26,738 | 0 | N/A | |
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RJF | Raymond James Financial Inc | - | $125.40 | $3,021,000 | 23,528 | % | 1,485,000 | 9,750 | 0 | N/A | |
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NVDA | NVIDIA Corporation | - | $904.12 | $2,872,000 | 3,179 | % | 1,592,000 | 594 | 0 | N/A | |
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VIG | Vanguard Dividend Appreciat... | - | $179.14 | $2,709,000 | 14,835 | % | 183,000 | 11 | 0 | N/A | |
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AMZN | Amazon.com Inc | - | $188.00 | $2,671,000 | 14,808 | % | 580,000 | 1,046 | 0 | N/A | |
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IVE | iShares S&P 500/BARRA Value | - | $182.16 | $2,277,000 | 12,191 | % | 161,000 | 23 | 0 | N/A | |
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VOO | Vanguard S&P 500 Etf | - | $475.42 | $2,227,000 | 4,633 | % | 218,000 | 33 | 0 | N/A | |
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IJK | iShares S&P mC400/BARRA GR | - | $89.16 | $1,885,000 | 20,657 | % | 250,000 | 23 | 0 | N/A | |
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COST | Costco Wholesale Corp | - | $763.41 | $1,542,000 | 2,104 | % | 354,000 | 304 | 0 | N/A | |
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XOM | Exxon Mobil Corp | - | $116.15 | $1,480,000 | 12,733 | % | 282,000 | 753 | 0 | N/A | |
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BRK.B | Berkshire Hathaway B | - | $406.37 | $1,314,000 | 3,125 | % | 329,000 | 364 | 0 | N/A | |
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VV | Vanguard Large Cap VIPERS | - | $237.29 | $1,250,000 | 5,214 | % | 115,000 | 11 | 0 | N/A | |
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HDV | Ishares High Dividend Equit... | - | $109.32 | $1,230,000 | 11,158 | % | 101,000 | 86 | 0 | N/A | |
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MGK | Vanguard Mega Cap 300 Gr In... | - | $277.92 | $1,199,000 | 4,182 | % | 115,000 | 4 | 0.008 | Closed - End Fund - E... | |
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FB | Meta Platforms Inc | - | $472.60 | $1,032,000 | 2,125 | % | 452,000 | 487 | 0 | N/A | |
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GOOGL | Alphabet Inc | - | $169.38 | $964,000 | 6,389 | % | 355,000 | 2,030 | 0 | N/A | |
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V | Visa Inc | - | $277.19 | $880,000 | 3,155 | % | 72,000 | 50 | 0 | N/A | |
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VGT | Vanguard I T VIPERS | - | $515.42 | $809,000 | 1,542 | % | 76,000 | 28 | 0 | N/A | |
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EIM | Eaton Vance Insured Municip... | - | $10.52 | $669,000 | 64,636 | % | 187,000 | 17,100 | 0 | N/A | |
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JPM | JP Morgan Chase & Co | - | $195.65 | $655,000 | 3,272 | % | 146,000 | 281 | 0 | N/A | |
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TSLA | Tesla Motors Inc | - | $177.81 | $654,000 | 3,720 | % | -164,000 | 429 | 0 | Auto Manufacturers | |
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PG | Procter & Gamble Co | - | $165.07 | $651,000 | 4,014 | % | 88,000 | 175 | 0 | N/A | |
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FNDX | Schwab Fundamental US Large... | - | $65.86 | $544,000 | 8,069 | % | 46,000 | 34 | 0 | N/A | |
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MA | MasterCard Inc A | - | $454.77 | $540,000 | 1,121 | % | 120,000 | 136 | 0 | N/A | |
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MUI | Blackrock Muni Intermediate... | - | $11.50 | $531,000 | 44,050 | % | 85,000 | 5,700 | 0 | N/A | |
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UNH | Unitedhealth Group Inc | - | $503.21 | $529,000 | 1,069 | % | 58,000 | 175 | 0 | N/A | |
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ABBV | Abbvie Inc. | - | $160.45 | $509,000 | 2,793 | % | 118,000 | 270 | 0 | N/A | |
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SBUX | Starbucks Corp | - | $73.50 | $492,000 | 5,384 | % | -17,000 | 81 | 0 | N/A | |
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NAD | Nuveen Dividend Advantage M... | - | $11.22 | $492,000 | 42,900 | % | 114,000 | 9,900 | 0 | N/A | |
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IJT | iShares S&P SC600 BR Gr Indx | - | $128.99 | $452,000 | 3,456 | % | 23,000 | 26 | 0 | N/A | |
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AVGO | Broadcom Limited | - | $1,325.37 | $434,000 | 327 | % | 184,000 | 103 | 0 | N/A | |
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MHD | Blackrock Muniholdings Fund... | - | $11.86 | $426,000 | 35,250 | % | 17,000 | 950 | 0 | N/A | |
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ITOT | iShares Core S&P Total US | - | $113.76 | $407,000 | 3,527 | % | 37,000 | 10 | 0 | N/A | |
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VEA | Vanguard Europe Pacific ETF | - | $49.56 | $397,000 | 7,907 | % | 20,000 | 40 | 0 | N/A | |
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WMT | Wal-Mart Stores Inc | - | $60.24 | $396,000 | 6,576 | % | 152,000 | 5,026 | 0 | N/A | |
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PEP | Pepsico Inc | - | $177.41 | $392,000 | 2,239 | % | 91,000 | 466 | 0 | N/A | |
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HD | Home Depot Inc | - | $338.83 | $383,000 | 998 | % | 97,000 | 172 | 0 | N/A | |
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BAC | Bank of America Corp | - | $37.71 | $373,000 | 9,825 | % | 72,000 | 897 | 0 | N/A | |
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DHR | Danaher Corp | - | $249.55 | $364,000 | 1,457 | % | 34,000 | 29 | 0 | N/A | |
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IWB | ishares trust Russell 1000 | - | $284.23 | $362,000 | 1,257 | % | 91,000 | 224 | 0 | N/A | |
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CRM | Salesforce.com Inc | - | $278.97 | $328,000 | 1,090 | % | 69,000 | 106 | 0 | N/A | |
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ABT | Abbott Laboratories | - | $104.94 | $301,000 | 2,650 | % | 301,000 | 2,650 | 0 | N/A | |
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NXPI | NXP Semiconductors NV | - | $260.21 | $294,000 | 1,188 | % | 67,000 | 201 | 0 | N/A | |
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SLB | Schlumberger Ltd | - | $47.86 | $286,000 | 5,224 | % | 45,000 | 600 | 0 | N/A | |
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LOW | Lowes Companies Inc | - | $232.07 | $285,000 | 1,117 | % | 54,000 | 81 | 0 | N/A | |
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AMD | Advanced Micro Devices Inc | - | $153.62 | $278,000 | 1,539 | % | 78,000 | 180 | 0 | N/A | |
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TJX | TJX Companies Inc | - | $98.50 | $266,000 | 2,621 | % | 25,000 | 52 | 0 | N/A | |
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XLE | SPDR Energy Sector | - | $93.10 | $260,000 | 2,750 | % | 33,000 | 44 | 0 | N/A | |
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SPGI | S&P Global Inc | - | $429.21 | $255,000 | 599 | % | -7,000 | 5 | 0 | N/A | |
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INTC | Intel Corp | - | $30.00 | $233,000 | 5,278 | % | -30,000 | 45 | 0 | N/A | |
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ADBE | Adobe Systems Inc | - | $488.10 | $230,000 | 457 | % | 23,000 | 109 | 0 | N/A | |
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PLD | ProLogis Inc | - | $105.88 | $227,000 | 1,745 | % | 18,000 | 175 | 0 | N/A | |
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SNPS | Synopsys Inc | - | $550.49 | $225,000 | 394 | % | 225,000 | 394 | 0 | N/A |
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