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| Holdings Found : 100 | View All Holdings | Currently Viewing: ALL | 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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SPYV | SPDR Dow Jones Wilshire Lar... | - | $48.85 | $19,896,000 | 397,118 | % | 2,180,000 | 17,199 | 0 | N/A | |
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SPYG | SPDR Dow Jones Wilshire Lar... | - | $73.15 | $19,387,000 | 265,027 | % | 2,848,000 | 10,820 | 0 | N/A | |
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EMM | Global X Emerging Markets Etf | - | $27.09 | $10,020,000 | 187,859 | % | 1,184,000 | 6,498 | 0 | N/A | |
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SOPH | Sophia Genetics Ord Shs | - | $0.00 | $6,947,000 | 1,409,160 | % | 310,000 | 0 | 0 | N/A | |
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AAPL | Apple Inc | - | $182.74 | $6,098,000 | 35,560 | % | -497,000 | 1,308 | 0 | N/A | |
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NVDA | NVIDIA Corporation | - | $904.12 | $6,034,000 | 6,678 | % | 2,742,000 | 31 | 0 | N/A | |
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SPY | Standard & Poors Depository... | - | $517.19 | $5,749,000 | 10,990 | % | 918,000 | 826 | 0 | N/A | |
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IWF | iShares Russell 1000 Growth | - | $335.19 | $4,451,000 | 13,206 | % | 418,000 | -97 | 0 | N/A | |
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IWD | iShares Russell 1000 Value | - | $175.05 | $4,300,000 | 24,009 | % | 365,000 | 197 | 0 | N/A | |
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MSFT | Microsoft Corp | - | $410.54 | $4,053,000 | 9,634 | % | 472,000 | 111 | 0 | N/A | |
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QQQ | Invesco QQQ Trust Series I | - | $440.06 | $3,834,000 | 8,634 | % | 1,148,000 | 2,075 | 0 | N/A | |
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VCSH | Vanguard Scottsdale Funds | - | $76.92 | $3,438,000 | 44,475 | % | -3,000 | 0 | 0 | N/A | |
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COST | Costco Wholesale Corp | - | $763.41 | $3,390,000 | 4,627 | % | 321,000 | -23 | 0 | N/A | |
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RSP | Guggenheim ETF Trust - Gugg... | - | $164.46 | $3,267,000 | 19,287 | % | 1,089,000 | 5,484 | 0 | N/A | |
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FB | Meta Platforms Inc | - | $472.60 | $3,227,000 | 6,646 | % | 873,000 | -4 | 0 | N/A | |
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AMZN | Amazon.com Inc | - | $188.00 | $2,902,000 | 16,086 | % | 474,000 | 107 | 0 | N/A | |
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BRK.B | Berkshire Hathaway B | - | $406.37 | $2,898,000 | 6,892 | % | 436,000 | -12 | 0 | N/A | |
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AMD | Advanced Micro Devices Inc | - | $153.62 | $2,692,000 | 14,916 | % | 374,000 | -811 | 0 | N/A | |
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GOOGL | Alphabet Inc | - | $169.38 | $2,505,000 | 16,598 | % | 188,000 | 13 | 0 | N/A | |
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LLY | Eli Lilly & Co | - | $775.00 | $2,371,000 | 3,048 | % | 594,000 | 0 | 0 | N/A | |
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IVV | iShares Core S&P 500 Etf | - | $519.81 | $2,132,000 | 4,056 | % | 255,000 | 126 | 0 | N/A | |
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VTV | Vanguard Value VIPERS | - | $159.58 | $1,988,000 | 12,204 | % | 200,000 | 244 | 0 | N/A | |
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IVE | iShares S&P 500/BARRA Value | - | $182.16 | $1,889,000 | 10,110 | % | 133,000 | 9 | 0 | N/A | |
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NOW | Servicenow, Inc. | - | $721.03 | $1,811,000 | 2,375 | % | 134,000 | 1 | 0 | N/A | |
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ITOT | iShares Core S&P Total US | - | $113.76 | $1,786,000 | 15,487 | % | 133,000 | -218 | 0 | N/A | |
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LRCX | Lam Research Corp | - | $913.28 | $1,741,000 | 1,792 | % | 175,000 | -207 | 0 | N/A | |
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UNH | Unitedhealth Group Inc | - | $503.21 | $1,674,000 | 3,383 | % | -114,000 | -13 | 0 | N/A | |
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CRM | Salesforce.com Inc | - | $278.97 | $1,644,000 | 5,459 | % | 189,000 | -70 | 0 | N/A | |
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QUAL | Ishares Msci Usa Quality Fa... | - | $0.00 | $1,576,000 | 9,589 | % | 150,000 | -106 | 0 | N/A | |
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DIA | Diamonds Trust | - | $390.48 | $1,563,000 | 3,929 | % | -33,000 | -307 | 0 | N/A | |
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JPM | JP Morgan Chase & Co | - | $195.65 | $1,558,000 | 7,777 | % | 240,000 | 30 | 0 | N/A | |
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TWOK | Spdr Russell 2000 | - | $42.15 | $1,532,000 | 35,591 | % | 100,000 | 1,652 | 0 | N/A | |
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ABBV | Abbvie Inc. | - | $160.45 | $1,466,000 | 8,049 | % | 219,000 | 0 | 0 | N/A | |
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VUG | Vanguard Growth VIPERS | - | $342.82 | $1,456,000 | 4,230 | % | 156,000 | 48 | 0 | N/A | |
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SHOP | Shopify Inc | - | $62.73 | $1,441,000 | 18,673 | % | 1,000 | 185 | 0 | N/A | |
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IVW | ishares tr S&P 500 BARRA GR | - | $84.43 | $1,411,000 | 16,708 | % | 156,000 | 0 | 0 | N/A | |
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LOW | Lowes Companies Inc | - | $232.07 | $1,376,000 | 5,403 | % | 174,000 | 0 | 0 | N/A | |
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WDAY | Workday, Inc. | - | $249.63 | $1,371,000 | 5,027 | % | -20,000 | -13 | 0 | N/A | |
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NOBL | ProShares S&P 500 Dividend ... | - | $0.00 | $1,285,000 | 12,670 | % | 147,000 | 714 | 0 | N/A | |
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DLN | WisdomTree LargeCap Dividen... | - | $70.09 | $1,258,000 | 17,420 | % | 102,000 | 0 | 0 | N/A | |
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KLAC | KLA-Tencor Corp | - | $717.15 | $1,239,000 | 1,773 | % | 211,000 | 4 | 0 | N/A | |
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TMW | SPDR Dow Jones Wilshire TOT... | - | $63.38 | $1,213,000 | 18,916 | % | 93,000 | -238 | 0 | N/A | |
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TSLA | Tesla Motors Inc | - | $177.81 | $1,172,000 | 6,667 | % | -2,280,000 | -7,226 | 0 | Auto Manufacturers | |
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PEP | Pepsico Inc | - | $177.41 | $1,110,000 | 6,340 | % | 33,000 | 1 | 0 | N/A | |
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TTD | Trade Desk, Inc. | - | $86.02 | $1,107,000 | 12,662 | % | 145,000 | -705 | 0 | N/A | |
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CPRT | Copart Inc | - | $55.16 | $1,100,000 | 19,000 | % | 169,000 | 0 | 0 | N/A | |
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PANW | Palo Alto Networks Inc | - | $303.01 | $1,054,000 | 3,709 | % | -50,000 | -36 | 0 | N/A | |
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V | Visa Inc | - | $277.19 | $1,010,000 | 3,620 | % | 82,000 | 55 | 0 | N/A | |
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REGN | Regeneron Pharmaceuticals Inc | - | $955.76 | $962,000 | 1,000 | % | 84,000 | 0 | 0 | N/A | |
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BMY | Bristol-Myers Squibb Co | - | $43.67 | $959,000 | 17,681 | % | -51,000 | -1,994 | 0 | N/A | |
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INCY | Incyte Corp | - | $53.51 | $937,000 | 16,448 | % | -96,000 | 0 | 0 | N/A | |
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COWZ | Pacer Us Cash Cows 100 Etf | - | $0.00 | $888,000 | 15,278 | % | 87,000 | -126 | 0 | N/A | |
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USMV | iShares MSCI USA Minimum Vo... | - | $0.00 | $888,000 | 10,628 | % | 45,000 | -172 | 0 | N/A | |
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VXUS | Vanguard Total Internationa... | - | $60.60 | $886,000 | 14,693 | % | 34,000 | 0 | 0 | N/A | |
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GILD | Gilead Sciences Inc | - | $64.92 | $880,000 | 12,012 | % | -66,000 | 337 | 0 | N/A | |
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FMB | First Trust Managed Municipal | - | $0.00 | $849,000 | 16,523 | % | -74,000 | -1,348 | 0 | N/A | |
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MUB | iShares S&P National Munici... | - | $107.02 | $846,000 | 7,864 | % | 67,000 | 680 | 0 | N/A | |
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MCD | McDonalds Corp | - | $268.49 | $798,000 | 2,829 | % | -55,000 | -47 | 0 | N/A | |
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WMT | Wal-Mart Stores Inc | - | $60.24 | $798,000 | 13,266 | % | 102,000 | 8,853 | 0 | N/A | |
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VRTX | Vertex Pharmaceuticals Inc | - | $418.82 | $772,000 | 1,848 | % | 15,000 | -12 | 0 | N/A | |
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INTU | Intuit Inc | - | $632.43 | $764,000 | 1,175 | % | -113,000 | -228 | 0 | N/A | |
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VHT | Vanguard Health Care Vipers | - | $259.75 | $740,000 | 2,736 | % | 159,000 | 420 | 0 | N/A | |
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NEE | NextEra Energy | - | $72.85 | $727,000 | 11,372 | % | 24,000 | -200 | 0 | N/A | |
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ADBE | Adobe Systems Inc | - | $488.10 | $710,000 | 1,407 | % | -220,000 | -152 | 0 | N/A | |
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GXO | Gxo Logistics, Inc. | - | $50.93 | $707,000 | 13,155 | % | -22,000 | 1,240 | 0 | N/A | |
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UBER | Uber Technologies, Inc | - | $66.40 | $697,000 | 9,058 | % | 231,000 | 1,488 | 0 | N/A | |
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NKE | Nike Inc B | - | $93.59 | $685,000 | 7,292 | % | -127,000 | -189 | 0 | N/A | |
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HD | Home Depot Inc | - | $338.83 | $661,000 | 1,724 | % | 64,000 | 2 | 0 | N/A | |
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GLD | streetTRACKS Gold Trust | - | $213.58 | $656,000 | 3,187 | % | 39,000 | -43 | 0 | N/A | |
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HYMB | Spdr Nuveen S&p High Yi... | - | $25.53 | $654,000 | 25,456 | % | 10,000 | 11 | 0 | N/A | |
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SPG | Simon Property Group Inc | - | $147.88 | $646,000 | 4,126 | % | 42,000 | -107 | 0 | N/A | |
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WYNN | Wynn Resorts Ltd | - | $95.75 | $615,000 | 6,020 | % | 67,000 | 0 | 0 | N/A | |
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IJR | iShares Core S&P Small-Cap | - | $108.26 | $591,000 | 5,343 | % | -394,000 | -3,755 | 0 | N/A | |
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SPHQ | Powershares S&P 500 High Q | - | $59.77 | $568,000 | 9,397 | % | 65,000 | 96 | 0 | N/A | |
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DTD | Wisdom Tree Trust Total Div... | - | $67.53 | $562,000 | 7,947 | % | 38,000 | -62 | 0 | N/A | |
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LMT | Lockheed Martin Corp | - | $466.16 | $528,000 | 1,160 | % | -44,000 | -102 | 0 | N/A | |
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SNOW | Snowflake Inc. | - | $157.78 | $519,000 | 3,213 | % | -154,000 | -170 | 0 | N/A | |
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TMO | Thermo Fisher Scientific | - | $573.64 | $498,000 | 856 | % | 52,000 | 17 | 0 | N/A | |
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EW | Edwards Lifesciences Corp | - | $29.04 | $487,000 | 5,094 | % | 104,000 | 67 | 0 | N/A | |
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DGRO | iShares Core Dividend Growth | - | $57.16 | $474,000 | 8,169 | % | 36,000 | 22 | 0 | N/A | |
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CDNS | Cadence Design Systems Inc | - | $282.57 | $460,000 | 1,478 | % | 108,000 | 185 | 0 | N/A | |
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DHR | Danaher Corp | - | $249.55 | $459,000 | 1,837 | % | 459,000 | 1,837 | 0 | N/A | |
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CRWD | Crowdstrike Holdings, Inc. | - | $313.76 | $452,000 | 1,411 | % | 137,000 | 178 | 0 | N/A | |
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IJH | iShares S&P MidCap 400 Index | - | $59.28 | $451,000 | 7,431 | % | 66,000 | 6,041 | 0 | N/A | |
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XBI | streetTRACKS Series Trust S... | New | $89.11 | $450,000 | 4,740 | % | 450,000 | 4,740 | 0 | N/A | |
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RDVY | First Trust Nasdaq Rising D... | - | $54.76 | $439,000 | 7,811 | % | -52,000 | -1,700 | 0 | N/A | |
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QCOM | QUALCOMM Inc | - | $180.55 | $433,000 | 2,556 | % | 150,000 | 601 | 0 | N/A | |
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XOM | Exxon Mobil Corp | - | $116.15 | $431,000 | 3,706 | % | 61,000 | 2 | 0 | N/A | |
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CVX | Chevron Corp | - | $162.54 | $429,000 | 2,720 | % | 0 | -155 | 0 | N/A | |
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VOO | Vanguard S&P 500 Etf | - | $475.42 | $428,000 | 891 | % | 39,000 | 0 | 0 | N/A | |
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XLV | SPDR Select Sector Health | - | $142.08 | $410,000 | 2,772 | % | 35,000 | 21 | 0 | N/A | |
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VTI | Vanguard Total Stock Market... | - | $256.30 | $403,000 | 1,552 | % | 13,000 | -93 | 0 | N/A | |
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SOFI | SoFi Technologies, Inc | - | $7.05 | $390,000 | 53,449 | % | -142,000 | 0 | 0 | N/A | |
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CSCO | Cisco Systems Inc | - | $48.00 | $388,000 | 7,769 | % | -8,000 | -60 | 0 | N/A | |
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VO | Vanguard Mid Cap VIPERS | - | $243.59 | $377,000 | 1,509 | % | 19,000 | -30 | 0 | N/A | |
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GWL | St Spdr S&P Wld Xus | - | $35.70 | $372,000 | 10,367 | % | 23,000 | 120 | 0 | N/A | |
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EFAV | Ishares Msci Eafe Minimum V... | - | $0.00 | $353,000 | 4,979 | % | 8,000 | 0 | 0 | N/A | |
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ZBRA | Zebra Technologies Corp | - | $297.21 | $348,000 | 1,154 | % | 33,000 | 0 | 0 | N/A | |
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FSMB | First Trust Short Duration ... | - | $0.00 | $342,000 | 17,222 | % | -6,000 | -235 | 0 | N/A | |
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VB | Vanguard Small Cap VIPERS | - | $220.83 | $340,000 | 1,487 | % | 15,000 | -35 | 0 | N/A |
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