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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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USMV | iShares MSCI USA Minimum Vo... | - | $0.00 | $34,842,000 | 446,526 | % | 0 | 0 | 0 | N/A | |
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GLDM | Spdr Gold Minishares Trust | - | $46.38 | $24,197,000 | 591,467 | % | 0 | 0 | 0 | N/A | |
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SLV | iShares Silver Trust ETF | - | $24.89 | $22,687,000 | 1,041,651 | % | 0 | 0 | 0 | N/A | |
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SH | ProShares Short S&P500 | - | $12.28 | $16,211,000 | 1,247,925 | % | 0 | 0 | 0 | N/A | |
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TLT | iShares Tr Lehman 20+yr Tres | - | $88.24 | $14,354,000 | 145,167 | % | 0 | 0 | 0 | N/A | |
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IEF | iShares Lehman 7-10 Year Tr... | - | $91.49 | $13,684,000 | 141,966 | % | 0 | 0 | 0 | N/A | |
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SCPB | Spdr Series Trust Term Corp... | - | $29.58 | $6,754,000 | 226,780 | % | 0 | 0 | 0 | N/A | |
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PDBC | Invesco Actively Managd ETF | - | $14.29 | $6,579,000 | 494,658 | % | 0 | 0 | 0 | N/A | |
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ITOT | iShares Core S&P Total US | - | $111.74 | $6,416,000 | 60,971 | % | 0 | 0 | 0 | N/A | |
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MSFT | Microsoft Corp | - | $406.32 | $6,342,000 | 16,865 | % | 0 | 0 | 0 | N/A | |
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MLN | Vaneck Vectors Amt Free Lon... | - | $0.00 | $4,131,000 | 226,364 | % | 0 | 0 | 0 | N/A | |
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MBND | Spdr Nuveen Municipal Bond Etf | - | $0.00 | $4,114,000 | 149,510 | % | 0 | 0 | 0 | N/A | |
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SCHB | Schwab Strategic Trust | - | $59.11 | $2,824,000 | 50,728 | % | 0 | 0 | 0 | N/A | |
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HYMB | Spdr Nuveen S&p High Yi... | - | $25.13 | $2,792,000 | 110,353 | % | 0 | 0 | 0 | N/A | |
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BSMU | Invesco Bulletshares 2030 M... | - | $0.00 | $2,791,000 | 124,490 | % | 0 | 0 | 0 | N/A | |
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NHC | National Healthcare Corp | - | $89.12 | $2,680,000 | 29,000 | % | 0 | 0 | 0.189 | Long-Term Care Facili... | |
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IVV | iShares Core S&P 500 Etf | - | $510.77 | $2,624,000 | 5,494 | % | 0 | 0 | 0 | N/A | |
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RVNU | Deutsche X Trackers Municip... | - | $0.00 | $2,411,000 | 93,958 | % | 0 | 0 | 0 | N/A | |
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AAPL | Apple Inc | - | $169.30 | $2,044,000 | 10,618 | % | 0 | 0 | 0 | N/A | |
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BOIL | Proshares Ultra Dj Ubs Natu... | - | $5.50 | $1,176,000 | 41,355 | % | 0 | 0 | 0 | N/A | |
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IWY | iShares Trust | - | $190.47 | $1,031,000 | 5,883 | % | 0 | 0 | 0 | N/A | |
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LWC | SPDR Series Trust | - | $22.05 | $1,014,000 | 42,627 | % | 0 | 0 | 0 | N/A | |
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VOO | Vanguard S&P 500 Etf | - | $467.21 | $958,000 | 2,193 | % | 0 | 0 | 0 | N/A | |
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EEM | iShares MSCI Emrg Mkt Income | - | $41.17 | $893,000 | 22,203 | % | 0 | 0 | 0 | N/A | |
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VTEB | Vanguard Tax Exempt Bond Etf | - | $49.79 | $884,000 | 17,317 | % | 0 | 0 | 0 | N/A | |
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PULS | Pgim Ultra Short Bond Etf | - | $49.62 | $790,000 | 15,988 | % | 0 | 0 | 0.004 | N/A | |
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LLY | Eli Lilly & Co | - | $733.51 | $779,000 | 1,337 | % | 0 | 0 | 0 | N/A | |
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IEMG | Ishares Core Msci Emerging ... | - | $51.80 | $712,000 | 14,079 | % | 0 | 0 | 0 | N/A | |
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BND | Vanguard Total Bond Market ETF | - | $70.73 | $661,000 | 8,990 | % | 0 | 0 | 0 | N/A | |
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SCHF | Schwab Strategic Trust | - | $38.03 | $640,000 | 17,305 | % | 0 | 0 | 0 | N/A | |
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AMZN | Amazon.com Inc | - | $179.62 | $636,000 | 4,187 | % | 0 | 0 | 0 | N/A | |
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XOM | Exxon Mobil Corp | - | $117.96 | $583,000 | 5,834 | % | 0 | 0 | 0 | N/A | |
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MMIT | Iq Mackay Municipal Interme... | - | $0.00 | $550,000 | 22,404 | % | 0 | 0 | 0 | N/A | |
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FMB | First Trust Managed Municipal | - | $0.00 | $534,000 | 10,341 | % | 0 | 0 | 0 | N/A | |
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IWX | iShares Trust | - | $74.12 | $532,000 | 7,575 | % | 0 | 0 | 0 | N/A | |
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MEAR | Ishares Short Maturity Muni... | - | $0.00 | $530,000 | 10,596 | % | 0 | 0 | 0 | N/A | |
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QQQ | Invesco QQQ Trust Series I | - | $431.00 | $522,000 | 1,274 | % | 0 | 0 | 0 | N/A | |
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HD | Home Depot Inc | - | $335.09 | $519,000 | 1,497 | % | 0 | 0 | 0 | N/A | |
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TSLA | Tesla Motors Inc | - | $168.29 | $453,000 | 1,822 | % | 0 | 0 | 0 | N/A | |
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NVDA | NVIDIA Corporation | - | $877.35 | $446,000 | 901 | % | 0 | 0 | 0 | N/A | |
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FMHI | First Trust Municipal High ... | - | $0.00 | $394,000 | 8,271 | % | 0 | 0 | 0.009 | N/A | |
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BA | Boeing Co | - | $167.22 | $375,000 | 1,438 | % | 0 | 0 | 0 | N/A | |
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WMT | Wal-Mart Stores Inc | - | $60.16 | $368,000 | 2,335 | % | 0 | 0 | 0 | N/A | |
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GWL | St Spdr S&P Wld Xus | - | $34.97 | $349,000 | 10,248 | % | 0 | 0 | 0 | N/A | |
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VRIG | Invesco Variable Rate Inves... | - | $25.09 | $345,000 | 13,824 | % | 0 | 0 | 0 | N/A | |
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IEFA | Ishares Core Msci Eafe | - | $0.00 | $341,000 | 4,844 | % | 0 | 0 | 0 | N/A | |
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EMR | Emerson Electric Co | - | $109.89 | $338,000 | 3,475 | % | 0 | 0 | 0 | N/A | |
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PUTW | Wisdomtree Cboe S&p 500 Put... | - | $32.27 | $310,000 | 9,773 | % | 0 | 0 | 0 | N/A | |
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IWS | iShares Tr Rssll Midcap Valu | - | $119.99 | $304,000 | 2,612 | % | 0 | 0 | 0 | N/A | |
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SR | SPIRE Inc | - | $61.40 | $302,000 | 4,844 | % | 0 | 0 | 0 | N/A | |
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BBWI | Bath & Body Works, Inc | - | $46.04 | $294,000 | 6,805 | % | 0 | 0 | 0 | N/A | |
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PZA | Invesco National AMT-Free M... | - | $23.41 | $281,000 | 11,631 | % | 0 | 0 | 0 | N/A | |
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FSK | Fs Kkr Capital Inc | - | $4.20 | $268,000 | 13,428 | % | 0 | 0 | 0 | N/A | |
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ELR | streetTRACKS Series Trust -... | - | $59.79 | $256,000 | 4,580 | % | 0 | 0 | 0 | N/A | |
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PEP | Pepsico Inc | - | $175.58 | $256,000 | 1,507 | % | 0 | 0 | 0 | N/A | |
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IBM | International Business Mach... | - | $167.13 | $247,000 | 1,508 | % | 0 | 0 | 0 | N/A | |
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SHYD | VanEck Vectors Short High-Y... | - | $0.00 | $235,000 | 10,602 | % | 0 | 0 | 0 | N/A | |
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IAUM | Ishares Gold Trust Micro | - | $0.00 | $226,000 | 10,951 | % | 0 | 0 | 0 | N/A | |
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RMD | ResMed Inc | - | $218.06 | $223,000 | 1,299 | % | 0 | 0 | 0 | N/A | |
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XPO | XPO Logistics Inc | - | $110.90 | $222,000 | 2,532 | % | 0 | 0 | 0 | N/A | |
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MINT | Pimco ETF Trust | - | $100.54 | $215,000 | 2,155 | % | 0 | 0 | 0 | N/A | |
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AEE | Ameren Corp | - | $72.51 | $209,000 | 2,889 | % | 0 | 0 | 0.001 | Multi Utilities | |
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CSCO | Cisco Systems Inc | - | $47.86 | $207,000 | 4,092 | % | 0 | 0 | 0 | N/A | |
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MCD | McDonalds Corp | - | $273.09 | $207,000 | 697 | % | 0 | 0 | 0 | N/A | |
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IWP | iShares Tr Russell MidCap Gr | - | $108.98 | $206,000 | 1,971 | % | 0 | 0 | 0 | N/A | |
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UNH | Unitedhealth Group Inc | - | $495.35 | $201,000 | 382 | % | 0 | 0 | 0 | N/A | |
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IBTE | Ishares Ibonds Dec 2024 Ter... | - | $0.00 | $200,000 | 8,385 | % | 0 | 0 | 0 | N/A | |
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JNJ | Johnson & Johnson | - | $146.14 | $193,000 | 1,229 | % | 0 | 0 | 0 | N/A | |
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FB | Meta Platforms Inc | - | $443.29 | $191,000 | 539 | % | 0 | 0 | 0 | N/A | |
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ORCL | Oracle Corp | - | $117.21 | $191,000 | 1,816 | % | 0 | 0 | 0 | N/A | |
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EFG | iShares MSCI EAFE Growth ETF | - | $0.00 | $182,000 | 1,875 | % | 0 | 0 | 0 | N/A | |
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VGSH | Vanguard Scottsdale Funds | - | $57.69 | $182,000 | 3,123 | % | 0 | 0 | 0 | N/A | |
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ABBV | Abbvie Inc. | - | $159.62 | $181,000 | 1,167 | % | 0 | 0 | 0 | N/A | |
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GOOGL | Alphabet Inc | - | $171.95 | $179,000 | 1,279 | % | 0 | 0 | 0 | N/A | |
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AMD | Advanced Micro Devices Inc | - | $157.40 | $179,000 | 1,213 | % | 0 | 0 | 0 | N/A | |
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EFV | iShares MSCI EAFE Value Ind... | - | $0.00 | $174,000 | 3,348 | % | 0 | 0 | 0 | N/A | |
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V | Visa Inc | - | $274.52 | $169,000 | 648 | % | 0 | 0 | 0 | N/A | |
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PG | Procter & Gamble Co | - | $161.29 | $162,000 | 1,103 | % | 0 | 0 | 0 | N/A | |
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BRK.B | Berkshire Hathaway B | - | $402.10 | $156,000 | 437 | % | 0 | 0 | 0 | N/A | |
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WELL | Welltower Inc | - | $94.34 | $148,000 | 1,645 | % | 0 | 0 | 0 | N/A | |
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JPM | JP Morgan Chase & Co | - | $193.49 | $147,000 | 866 | % | 0 | 0 | 0 | N/A | |
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LOW | Lowes Companies Inc | - | $229.87 | $146,000 | 657 | % | 0 | 0 | 0 | N/A | |
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ATAX | America First Multifamily I... | - | $15.28 | $144,000 | 8,559 | % | 0 | 0 | 0 | N/A | |
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IDEV | Ishares Core Msci Internati... | - | $65.54 | $144,000 | 2,256 | % | 0 | 0 | 0 | N/A | |
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SPY | Standard & Poors Depository... | - | $508.26 | $139,000 | 293 | % | 0 | 0 | 0 | N/A | |
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MA | MasterCard Inc A | - | $462.42 | $136,000 | 319 | % | 0 | 0 | 0 | N/A | |
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FLMI | Franklin Liberty Intermedia... | - | $0.00 | $135,000 | 5,576 | % | 0 | 0 | 0 | N/A | |
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IJH | iShares S&P MidCap 400 Index | - | $57.82 | $131,000 | 473 | % | 0 | 0 | 0 | N/A | |
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VTWO | Vanguard Russell 2000 Etf | - | $80.22 | $131,000 | 1,612 | % | 0 | 0 | 0 | N/A | |
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EDIV | Spdr S&P Emerging Markets D... | - | $33.61 | $129,000 | 3,967 | % | 0 | 0 | 0 | N/A | |
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VMBS | Vanguard Mortgage-Backed S | - | $44.35 | $126,000 | 2,713 | % | 0 | 0 | 0 | N/A | |
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DIS | Walt Disney Co | - | $112.73 | $125,000 | 1,389 | % | 0 | 0 | 0 | N/A | |
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VYM | Vanguard High Dividend Yiel... | - | $117.37 | $125,000 | 1,119 | % | 0 | 0 | 0 | N/A | |
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KO | Coca-Cola Co | - | $61.74 | $123,000 | 2,090 | % | 0 | 0 | 0 | N/A | |
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ELD | Wisdomtree Emerging Markets... | - | $26.67 | $123,000 | 4,378 | % | 0 | 0 | 0 | N/A | |
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GLD | streetTRACKS Gold Trust | - | $216.62 | $120,000 | 628 | % | 0 | 0 | 0 | N/A | |
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AVGO | Broadcom Limited | - | $1,344.07 | $119,000 | 107 | % | 0 | 0 | 0 | N/A | |
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IWF | iShares Russell 1000 Growth | - | $327.99 | $117,000 | 387 | % | 0 | 0 | 0 | N/A | |
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VUG | Vanguard Growth VIPERS | - | $335.18 | $114,000 | 367 | % | 0 | 0 | 0 | N/A | |
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CFT | iShares Barclays Credit Bond | - | $49.42 | $112,000 | 2,182 | % | 0 | 0 | 0 | N/A |
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