Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GM | Exit | GENERAL MTRS CO | $0 | – | -9 | -100.0% | 0.00% | – |
TMUS | Exit | T-MOBILE US INC | $0 | – | -3 | -100.0% | 0.00% | – |
RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -11 | -100.0% | 0.00% | – |
NOK | Exit | NOKIA CORPsponsored adr | $0 | – | -231 | -100.0% | 0.00% | – |
OXY | Exit | OCCIDENTAL PETE CORP | $0 | – | -17 | -100.0% | 0.00% | – |
VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | 0 | +100.0% | 0.00% | – |
CNDT | Exit | CONDUENT INC | $0 | – | -3 | -100.0% | 0.00% | – |
GTX | Exit | GARRETT MOTION INC | $0 | – | -51 | -100.0% | 0.00% | – |
BHF | Exit | BRIGHTHOUSE FINL INC | $0 | – | -6 | -100.0% | 0.00% | – |
Exit | KYNDRYL HLDGS INC | $0 | – | -53 | -100.0% | 0.00% | – | |
REED | Exit | REEDS INC | $0 | – | -4,975 | -100.0% | 0.00% | – |
Exit | HALEON PLCspon ads | $0 | – | -144 | -100.0% | 0.00% | – | |
Exit | MICROBOT MED INC | $0 | – | -1 | -100.0% | 0.00% | – | |
X | Exit | UNITED STATES STL CORP NEW | $0 | – | -4 | -100.0% | 0.00% | – |
Exit | EMBECTA CORP | $0 | – | -20 | -100.0% | 0.00% | – | |
AI | Exit | C3 AI INCcl a | $0 | – | -62 | -100.0% | 0.00% | – |
NCR | Exit | NCR CORP NEW | $0 | – | -42 | -100.0% | 0.00% | – |
Exit | XPERI INC | $0 | – | -17 | -100.0% | 0.00% | – | |
TDC | Exit | TERADATA CORP DEL | $0 | – | -42 | -100.0% | 0.00% | – |
Exit | IONQ INC | $0 | – | -100 | -100.0% | 0.00% | – | |
ALC | Exit | ALCON AG | $0 | – | -24 | -100.0% | 0.00% | – |
GPS | Exit | GAP INC | $0 | – | -75 | -100.0% | 0.00% | – |
BKLN | Exit | INVESCO EXCH TRADED FD TR IIsr ln etf | $0 | – | -1 | -100.0% | 0.00% | – |
XRX | Exit | XEROX HOLDINGS CORP | $0 | – | -4 | -100.0% | 0.00% | – |
UMPQ | Exit | UMPQUA HLDGS CORP | $0 | – | -11 | -100.0% | 0.00% | – |
BCRX | Exit | BIOCRYST PHARMACEUTICALS INC | $0 | – | -100 | -100.0% | 0.00% | – |
RWX | Exit | SPDR INDEX SHS FDSdj intl rl etf | $0 | – | -47 | -100.0% | 0.00% | – |
MAT | Exit | MATTEL INC | $0 | – | -62 | -100.0% | 0.00% | – |
AVNS | Exit | AVANOS MED INC | $0 | – | -15 | -100.0% | 0.00% | – |
Exit | DUTCH BROS INCcl a | $0 | – | -23 | -100.0% | 0.00% | – | |
M | Exit | MACYS INC | $0 | – | -57 | -100.0% | 0.00% | – |
TBPH | Exit | THERAVANCE BIOPHARMA INC | $0 | – | -57 | -100.0% | 0.00% | – |
FTV | Exit | FORTIVE CORP | $0 | – | -9 | -100.0% | 0.00% | – |
Exit | DERMTECH INC | $0 | – | -109 | -100.0% | 0.00% | – | |
Exit | SYLVAMO CORP | $0 | – | -20 | -100.0% | 0.00% | – | |
VNT | Exit | VONTIER CORPORATION | $0 | – | -3 | -100.0% | 0.00% | – |
LUMN | Exit | LUMEN TECHNOLOGIES INC | $0 | – | -198 | -100.0% | 0.00% | – |
COIN | Exit | COINBASE GLOBAL INC | $0 | – | -2 | -100.0% | 0.00% | – |
WAB | Exit | WABTEC | $0 | – | -7 | -100.0% | 0.00% | – |
STCN | Exit | STEEL CONNECT INC | $0 | – | -100 | -100.0% | 0.00% | – |
AEG | Exit | AEGON N V | $0 | – | -36 | -100.0% | 0.00% | – |
CARR | Exit | CARRIER GLOBAL CORPORATION | $0 | – | -50 | -100.0% | -0.00% | – |
APH | Exit | AMPHENOL CORP NEWcl a | $0 | – | -46 | -100.0% | -0.00% | – |
OGN | Exit | ORGANON & CO | $0 | – | -132 | -100.0% | -0.00% | – |
Exit | GSK PLCsponsored adr | $0 | – | -115 | -100.0% | -0.00% | – | |
OTIS | Exit | OTIS WORLDWIDE CORP | $0 | – | -25 | -100.0% | -0.00% | – |
CSR | Exit | CENTERSPACE | $0 | – | -50 | -100.0% | -0.00% | – |
VTRS | Exit | VIATRIS INC | $0 | – | -347 | -100.0% | -0.00% | – |
CHTR | Exit | CHARTER COMMUNICATIONS INC Ncl a | $0 | – | -10 | -100.0% | -0.00% | – |
WDC | Exit | WESTERN DIGITAL CORP. | $0 | – | -80 | -100.0% | -0.00% | – |
SIRI | Exit | SIRIUS XM HOLDINGS INC | $0 | – | -500 | -100.0% | -0.00% | – |
DD | Exit | DUPONT DE NEMOURS INC | $0 | – | -68 | -100.0% | -0.00% | – |
JAZZ | Exit | JAZZ PHARMACEUTICALS PLC | $0 | – | -20 | -100.0% | -0.00% | – |
BOTZ | Exit | GLOBAL X FDSrbtcs artfl inte | $0 | – | -132 | -100.0% | -0.00% | – |
BYND | Exit | BEYOND MEAT INC | $0 | – | -187 | -100.0% | -0.00% | – |
CAH | Exit | CARDINAL HEALTH INC | $0 | – | -26 | -100.0% | -0.00% | – |
JNPR | Exit | JUNIPER NETWORKS INC | $0 | – | -114 | -100.0% | -0.00% | – |
CRESY | Exit | CRESUD S A C I F Y Asponsored adr | $0 | – | -435 | -100.0% | -0.00% | – |
SNY | Exit | SANOFIsponsored adr | $0 | – | -59 | -100.0% | -0.00% | – |
SYK | Exit | STRYKER CORPORATION | $0 | – | -11 | -100.0% | -0.00% | – |
DELL | Exit | DELL TECHNOLOGIES INCcl c | $0 | – | -59 | -100.0% | -0.00% | – |
MRO | Exit | MARATHON OIL CORP | $0 | – | -112 | -100.0% | -0.00% | – |
Exit | MICRO FOCUS INTL PLCspon adr new | $0 | – | -316 | -100.0% | -0.00% | – | |
REZI | Exit | RESIDEO TECHNOLOGIES INC | $0 | – | -85 | -100.0% | -0.00% | – |
MRVL | Exit | MARVELL TECHNOLOGY INC | $0 | – | -62 | -100.0% | -0.00% | – |
KHC | Exit | KRAFT HEINZ CO | $0 | – | -81 | -100.0% | -0.00% | – |
MRNA | Exit | MODERNA INC | $0 | – | -24 | -100.0% | -0.00% | – |
ELY | Exit | TOPGOLF CALLAWAY BRANDS CORP | $0 | – | -95 | -100.0% | -0.00% | – |
GXTG | Exit | GLOBAL X FDSthmatc gwt etf | $0 | – | -94 | -100.0% | -0.00% | – |
ARKK | Exit | ARK ETF TRinnovation etf | $0 | – | -91 | -100.0% | -0.00% | – |
ALGT | Exit | ALLEGIANT TRAVEL CO | $0 | – | -25 | -100.0% | -0.00% | – |
AIV | Exit | APARTMENT INVT & MGMT COcl a | $0 | – | -247 | -100.0% | -0.00% | – |
INVA | Exit | INNOVIVA INC | $0 | – | -200 | -100.0% | -0.00% | – |
IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -13 | -100.0% | -0.00% | – |
MGM | Exit | MGM RESORTS INTERNATIONAL | $0 | – | -123 | -100.0% | -0.00% | – |
PPL | Exit | PPL CORP | $0 | – | -190 | -100.0% | -0.00% | – |
DHR | Exit | DANAHER CORPORATION | $0 | – | -18 | -100.0% | -0.00% | – |
CRSP | Exit | CRISPR THERAPEUTICS AGnamen akt | $0 | – | -81 | -100.0% | -0.00% | – |
TNL | Exit | TRAVEL PLUS LEISURE CO | $0 | – | -110 | -100.0% | -0.00% | – |
HDRO | Exit | ETF SER SOLUTIONSdefiance next | $0 | – | -659 | -100.0% | -0.00% | – |
LYB | Exit | LYONDELLBASELL INDUSTRIES N | $0 | – | -81 | -100.0% | -0.00% | – |
DXC | Exit | DXC TECHNOLOGY CO | $0 | – | -239 | -100.0% | -0.00% | – |
AVGO | Exit | BROADCOM INC | $0 | – | -12 | -100.0% | -0.00% | – |
COP | Exit | CONOCOPHILLIPS | $0 | – | -51 | -100.0% | -0.00% | – |
IRBO | Exit | ISHARES TRrobotics artif | $0 | – | -256 | -100.0% | -0.00% | – |
VFC | Exit | V F CORP | $0 | – | -120 | -100.0% | -0.00% | – |
TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -8 | -100.0% | -0.00% | – |
EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -89 | -100.0% | -0.00% | – |
VT | Exit | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $0 | – | -77 | -100.0% | -0.00% | – |
CHGG | Exit | CHEGG INC | $0 | – | -300 | -100.0% | -0.00% | – |
AMX | Exit | AMERICA MOVIL SAB DE CV | $0 | – | -255 | -100.0% | -0.00% | – |
XOP | Exit | SPDR SER TRs&p oilgas exp | $0 | – | -36 | -100.0% | -0.00% | – |
JWN | Exit | NORDSTROM INC | $0 | – | -236 | -100.0% | -0.00% | – |
MET | Exit | METLIFE INC | $0 | – | -80 | -100.0% | -0.00% | – |
TM | Exit | TOYOTA MOTOR CORPads | $0 | – | -45 | -100.0% | -0.00% | – |
WH | Exit | WYNDHAM HOTELS & RESORTS INC | $0 | – | -110 | -100.0% | -0.00% | – |
GPC | Exit | GENUINE PARTS CO | $0 | – | -50 | -100.0% | -0.00% | – |
TWLO | Exit | TWILIO INCcl a | $0 | – | -100 | -100.0% | -0.00% | – |
FBT | Exit | FIRST TR EXCHANGE-TRADED FDny arca biotech | $0 | – | -52 | -100.0% | -0.00% | – |
QQQJ | Exit | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $0 | – | -368 | -100.0% | -0.00% | – |
PAVE | Exit | GLOBAL X FDSus infr dev etf | $0 | – | -363 | -100.0% | -0.00% | – |
ROKU | Exit | ROKU INC | $0 | – | -130 | -100.0% | -0.00% | – |
TJX | Exit | TJX COS INC NEW | $0 | – | -116 | -100.0% | -0.00% | – |
CAKE | Exit | CHEESECAKE FACTORY INC | $0 | – | -239 | -100.0% | -0.00% | – |
VOT | Exit | VANGUARD INDEX FDSmcap gr idxvip | $0 | – | -48 | -100.0% | -0.00% | – |
CTVA | Exit | CORTEVA INC | $0 | – | -136 | -100.0% | -0.00% | – |
Exit | ALLBIRDS INC | $0 | – | -2,553 | -100.0% | -0.00% | – | |
WM | Exit | WASTE MGMT INC DEL | $0 | – | -48 | -100.0% | -0.00% | – |
YUMC | Exit | YUM CHINA HLDGS INC | $0 | – | -140 | -100.0% | -0.00% | – |
TEF | Exit | TELEFONICA S Asponsored adr | $0 | – | -2,278 | -100.0% | -0.00% | – |
CGW | Exit | INVESCO EXCH TRADED FD TR IIs&p gbl water | $0 | – | -189 | -100.0% | -0.00% | – |
NWSA | Exit | NEWS CORP NEWcl a | $0 | – | -505 | -100.0% | -0.00% | – |
IP | Exit | INTERNATIONAL PAPER CO | $0 | – | -220 | -100.0% | -0.00% | – |
SIMS | Exit | SPDR SER TRs&p kensho intlg | $0 | – | -217 | -100.0% | -0.00% | – |
WHR | Exit | WHIRLPOOL CORP | $0 | – | -50 | -100.0% | -0.00% | – |
EWA | Exit | ISHARES INCmsci aust etf | $0 | – | -382 | -100.0% | -0.00% | – |
NTCT | Exit | NETSCOUT SYS INC | $0 | – | -220 | -100.0% | -0.00% | – |
ADBE | Exit | ADOBE SYSTEMS INCORPORATED | $0 | – | -26 | -100.0% | -0.00% | – |
INDY | Exit | ISHARES TRindia 50 etf | $0 | – | -166 | -100.0% | -0.00% | – |
CCEP | Exit | COCA-COLA EUROPACIFIC PARTNE | $0 | – | -200 | -100.0% | -0.00% | – |
SPHQ | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $0 | – | -282 | -100.0% | -0.00% | – |
CLOU | Exit | GLOBAL X FDS | $0 | – | -671 | -100.0% | -0.00% | – |
MPC | Exit | MARATHON PETE CORP | $0 | – | -112 | -100.0% | -0.00% | – |
SLV | Exit | ISHARES SILVER TRishares | $0 | – | -533 | -100.0% | -0.00% | – |
LXP | Exit | LXP INDUSTRIAL TRUST | $0 | – | -1,198 | -100.0% | -0.00% | – |
IFRA | Exit | ISHARES TRus infrastruc | $0 | – | -275 | -100.0% | -0.00% | – |
KR | Exit | KROGER CO | $0 | – | -200 | -100.0% | -0.00% | – |
FITB | Exit | FIFTH THIRD BANCORP | $0 | – | -350 | -100.0% | -0.00% | – |
FIW | Exit | FIRST TR EXCHANGE TRADED FDwtr etf | $0 | – | -122 | -100.0% | -0.00% | – |
AIRC | Exit | APARTMENT INCOME REIT CORP | $0 | – | -247 | -100.0% | -0.00% | – |
WABC | Exit | WESTAMERICA BANCORPORATION | $0 | – | -190 | -100.0% | -0.00% | – |
COF | Exit | CAPITAL ONE FINL CORP | $0 | – | -100 | -100.0% | -0.00% | – |
VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -46 | -100.0% | -0.00% | – |
ARKG | Exit | ARK ETF TRgenomic rev etf | $0 | – | -332 | -100.0% | -0.00% | – |
BP | Exit | BP PLCsponsored adr | $0 | – | -350 | -100.0% | -0.00% | – |
LNC | Exit | LINCOLN NATL CORP IND | $0 | – | -210 | -100.0% | -0.00% | – |
ARE | Exit | ALEXANDRIA REAL ESTATE EQ IN | $0 | – | -85 | -100.0% | -0.01% | – |
HRB | Exit | BLOCK H & R INC | $0 | – | -280 | -100.0% | -0.01% | – |
DVN | Exit | DEVON ENERGY CORP NEW | $0 | – | -192 | -100.0% | -0.01% | – |
KMB | Exit | KIMBERLY-CLARK CORP | $0 | – | -125 | -100.0% | -0.01% | – |
PH | Exit | PARKER-HANNIFIN CORP | $0 | – | -50 | -100.0% | -0.01% | – |
DT | Exit | DYNATRACE INC | $0 | – | -376 | -100.0% | -0.01% | – |
MFC | Exit | MANULIFE FINL CORP | $0 | – | -817 | -100.0% | -0.01% | – |
AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -200 | -100.0% | -0.01% | – |
AFL | Exit | AFLAC INC | $0 | – | -220 | -100.0% | -0.01% | – |
PBW | Exit | INVESCO EXCHANGE TRADED FD Twilderhil clan | $0 | – | -251 | -100.0% | -0.01% | – |
NVO | Exit | NOVO-NORDISK A Sadr | $0 | – | -135 | -100.0% | -0.01% | – |
LOW | Exit | LOWES COS INC | $0 | – | -73 | -100.0% | -0.01% | – |
EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -64 | -100.0% | -0.01% | – |
PBD | Exit | INVESCO EXCH TRADED FD TR IIgbl clean enrg | $0 | – | -629 | -100.0% | -0.01% | – |
MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -275 | -100.0% | -0.01% | – |
IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -269 | -100.0% | -0.01% | – |
IUSV | Exit | ISHARES TRcore s&p us vlu | $0 | – | -222 | -100.0% | -0.01% | – |
HSY | Exit | HERSHEY CO | $0 | – | -71 | -100.0% | -0.01% | – |
WDAY | Exit | WORKDAY INCcl a | $0 | – | -100 | -100.0% | -0.01% | – |
YUM | Exit | YUM BRANDS INC | $0 | – | -140 | -100.0% | -0.01% | – |
IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -44 | -100.0% | -0.01% | – |
AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -70 | -100.0% | -0.01% | – |
ATVI | Exit | ACTIVISION BLIZZARD INC | $0 | – | -200 | -100.0% | -0.01% | – |
SNA | Exit | SNAP ON INC | $0 | – | -80 | -100.0% | -0.01% | – |
NEM | Exit | NEWMONT CORP | $0 | – | -379 | -100.0% | -0.01% | – |
BLDP | Exit | BALLARD PWR SYS INC NEW | $0 | – | -2,600 | -100.0% | -0.01% | – |
IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -187 | -100.0% | -0.01% | – |
AMGN | Exit | AMGEN INC | $0 | – | -80 | -100.0% | -0.01% | – |
RYH | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $0 | – | -69 | -100.0% | -0.01% | – |
DEO | Exit | DIAGEO PLCspon adr new | $0 | – | -113 | -100.0% | -0.01% | – |
IJK | Exit | ISHARES TRs&p mc 400gr etf | $0 | – | -308 | -100.0% | -0.01% | – |
BIIB | Exit | BIOGEN INC | $0 | – | -71 | -100.0% | -0.01% | – |
FDX | Exit | FEDEX CORP | $0 | – | -117 | -100.0% | -0.01% | – |
AZN | Exit | ASTRAZENECA PLCsponsored adr | $0 | – | -350 | -100.0% | -0.01% | – |
GOLD | Exit | BARRICK GOLD CORP | $0 | – | -1,178 | -100.0% | -0.01% | – |
NVS | Exit | NOVARTIS AGsponsored adr | $0 | – | -248 | -100.0% | -0.01% | – |
DE | Exit | DEERE & CO | $0 | – | -50 | -100.0% | -0.01% | – |
CSX | Exit | CSX CORP | $0 | – | -720 | -100.0% | -0.01% | – |
RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -213 | -100.0% | -0.01% | – |
PEG | Exit | PUBLIC SVC ENTERPRISE GRP IN | $0 | – | -314 | -100.0% | -0.01% | – |
ERTH | Exit | INVESCO EXCHANGE TRADED FD Tinvesco msci | $0 | – | -390 | -100.0% | -0.01% | – |
SPYG | Exit | SPDR SER TRprtflo s&p500 gw | $0 | – | -344 | -100.0% | -0.01% | – |
GS | Exit | GOLDMAN SACHS GROUP INC | $0 | – | -62 | -100.0% | -0.01% | – |
CCL | Exit | CARNIVAL CORP | $0 | – | -2,445 | -100.0% | -0.01% | – |
AWK | Exit | AMERICAN WTR WKS CO INC NEW | $0 | – | -140 | -100.0% | -0.01% | – |
VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -560 | -100.0% | -0.01% | – |
CSQ | Exit | CALAMOS STRATEGIC TOTAL RETU | $0 | – | -1,692 | -100.0% | -0.01% | – |
IJJ | Exit | ISHARES TRs&p mc 400vl etf | $0 | – | -220 | -100.0% | -0.01% | – |
MMC | Exit | MARSH & MCLENNAN COS INC | $0 | – | -136 | -100.0% | -0.01% | – |
ET | Exit | ENERGY TRANSFER L P | $0 | – | -1,920 | -100.0% | -0.01% | – |
NSC | Exit | NORFOLK SOUTHN CORP | $0 | – | -94 | -100.0% | -0.01% | – |
UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -121 | -100.0% | -0.01% | – |
BXMT | Exit | BLACKSTONE MTG TR INC | $0 | – | -850 | -100.0% | -0.01% | – |
TSCO | Exit | TRACTOR SUPPLY CO | $0 | – | -110 | -100.0% | -0.01% | – |
BAX | Exit | BAXTER INTL INC | $0 | – | -371 | -100.0% | -0.01% | – |
KIM | Exit | KIMCO RLTY CORP | $0 | – | -1,174 | -100.0% | -0.01% | – |
IDNA | Exit | ISHARES TRgenomics immun | $0 | – | -840 | -100.0% | -0.01% | – |
ESGV | Exit | VANGUARD WORLD FDesg us stk etf | $0 | – | -375 | -100.0% | -0.01% | – |
BDX | Exit | BECTON DICKINSON & CO | $0 | – | -100 | -100.0% | -0.01% | – |
CVS | Exit | CVS HEALTH CORP | $0 | – | -250 | -100.0% | -0.01% | – |
STWD | Exit | STARWOOD PPTY TR INC | $0 | – | -1,200 | -100.0% | -0.01% | – |
DTM | Exit | DT MIDSTREAM INC | $0 | – | -459 | -100.0% | -0.01% | – |
DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -92 | -100.0% | -0.01% | – |
VFMF | Exit | VANGUARD WELLINGTON FDus multifactor | $0 | – | -279 | -100.0% | -0.01% | – |
IWC | Exit | ISHARES TRmicro-cap etf | $0 | – | -218 | -100.0% | -0.01% | – |
VMW | Exit | VMWARE INC | $0 | – | -222 | -100.0% | -0.01% | – |
EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -1,050 | -100.0% | -0.01% | – |
TAN | Exit | INVESCO EXCH TRADED FD TR IIsolar etf | $0 | – | -340 | -100.0% | -0.01% | – |
SOXX | Exit | ISHARES TRishares semicdtr | $0 | – | -80 | -100.0% | -0.01% | – |
XLP | Exit | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | -439 | -100.0% | -0.01% | – |
PRU | Exit | PRUDENTIAL FINL INC | $0 | – | -328 | -100.0% | -0.01% | – |
IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -448 | -100.0% | -0.01% | – |
CARZ | Exit | FIRST TR EXCHANGE TRADED FDs netwrk fut veh | $0 | – | -693 | -100.0% | -0.01% | – |
PHM | Exit | PULTE GROUP INC | $0 | – | -712 | -100.0% | -0.01% | – |
SONO | Exit | SONOS INC | $0 | – | -2,000 | -100.0% | -0.01% | – |
EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -789 | -100.0% | -0.01% | – |
DLR | Exit | DIGITAL RLTY TR INC | $0 | – | -290 | -100.0% | -0.01% | – |
LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -265 | -100.0% | -0.01% | – |
VIAC | Exit | PARAMOUNT GLOBAL | $0 | – | -1,567 | -100.0% | -0.01% | – |
DFAS | Exit | DIMENSIONAL ETF TRUSTus small cap etf | $0 | – | -736 | -100.0% | -0.01% | – |
HLAL | Exit | LISTED FD TRwahed ftse etf | $0 | – | -978 | -100.0% | -0.01% | – |
HPE | Exit | HEWLETT PACKARD ENTERPRISE C | $0 | – | -2,784 | -100.0% | -0.01% | – |
ESS | Exit | ESSEX PPTY TR INC | $0 | – | -141 | -100.0% | -0.01% | – |
XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -290 | -100.0% | -0.01% | – |
PNW | Exit | PINNACLE WEST CAP CORP | $0 | – | -500 | -100.0% | -0.01% | – |
EVRG | Exit | EVERGY INC | $0 | – | -598 | -100.0% | -0.01% | – |
PFM | Exit | INVESCO EXCHANGE TRADED FD Tdivid achievev | $0 | – | -1,137 | -100.0% | -0.01% | – |
D | Exit | DOMINION ENERGY INC | $0 | – | -500 | -100.0% | -0.01% | – |
Exit | RIVIAN AUTOMOTIVE INC | $0 | – | -1,100 | -100.0% | -0.01% | – | |
SBUX | Exit | STARBUCKS CORP | $0 | – | -411 | -100.0% | -0.01% | – |
FXI | Exit | ISHARES TRchina lg-cap etf | $0 | – | -1,341 | -100.0% | -0.01% | – |
IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -312 | -100.0% | -0.01% | – |
GIS | Exit | GENERAL MLS INC | $0 | – | -451 | -100.0% | -0.01% | – |
GILD | Exit | GILEAD SCIENCES INC | $0 | – | -564 | -100.0% | -0.01% | – |
F | Exit | FORD MTR CO DEL | $0 | – | -3,253 | -100.0% | -0.01% | – |
ABT | Exit | ABBOTT LABS | $0 | – | -370 | -100.0% | -0.01% | – |
XLF | Exit | SELECT SECTOR SPDR TRfinancial | $0 | – | -1,256 | -100.0% | -0.02% | – |
ESGD | Exit | ISHARES TResg aw msci eafe | $0 | – | -673 | -100.0% | -0.02% | – |
BA | Exit | BOEING CO | $0 | – | -351 | -100.0% | -0.02% | – |
MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -744 | -100.0% | -0.02% | – |
VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -277 | -100.0% | -0.02% | – |
RY | Exit | ROYAL BK CDA | $0 | – | -460 | -100.0% | -0.02% | – |
USB | Exit | US BANCORP DEL | $0 | – | -988 | -100.0% | -0.02% | – |
XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -506 | -100.0% | -0.02% | – |
AMJ | Exit | JPMORGAN CHASE & COalerian ml etn | $0 | – | -1,975 | -100.0% | -0.02% | – |
FBHS | Exit | FORTUNE BRANDS HOME & SEC IN | $0 | – | -750 | -100.0% | -0.02% | – |
NKE | Exit | NIKE INCcl b | $0 | – | -506 | -100.0% | -0.02% | – |
IYF | Exit | ISHARES TRu.s. finls etf | $0 | – | -586 | -100.0% | -0.02% | – |
BIO | Exit | BIO RAD LABS INCcl a | $0 | – | -103 | -100.0% | -0.02% | – |
SMMV | Exit | ISHARES TRmsci usa smcp mn | $0 | – | -1,339 | -100.0% | -0.02% | – |
BK | Exit | BANK NEW YORK MELLON CORP | $0 | – | -1,221 | -100.0% | -0.02% | – |
KEYS | Exit | KEYSIGHT TECHNOLOGIES INC | $0 | – | -295 | -100.0% | -0.02% | – |
BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -611 | -100.0% | -0.02% | – |
SMH | Exit | VANECK ETF TRUSTsemiconductr etf | $0 | – | -262 | -100.0% | -0.02% | – |
AWAY | Exit | ETF MANAGERS TRetfmg travel tec | $0 | – | -3,318 | -100.0% | -0.02% | – |
INTC | Exit | INTEL CORP | $0 | – | -2,179 | -100.0% | -0.02% | – |
XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -392 | -100.0% | -0.02% | – |
Exit | DIMENSIONAL ETF TRUSTinternatnal val | $0 | – | -2,158 | -100.0% | -0.02% | – | |
IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -286 | -100.0% | -0.02% | – |
VFH | Exit | VANGUARD WORLD FDSfinancials etf | $0 | – | -758 | -100.0% | -0.02% | – |
CRM | Exit | SALESFORCE INC | $0 | – | -394 | -100.0% | -0.02% | – |
BJK | Exit | VANECK ETF TRUSTgaming etf | $0 | – | -1,799 | -100.0% | -0.02% | – |
EIX | Exit | EDISON INTL | $0 | – | -1,018 | -100.0% | -0.02% | – |
ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -747 | -100.0% | -0.02% | – |
UNP | Exit | UNION PAC CORP | $0 | – | -307 | -100.0% | -0.02% | – |
JETS | Exit | ETF SER SOLUTIONSus glb jets | $0 | – | -3,861 | -100.0% | -0.02% | – |
MMM | Exit | 3M CO | $0 | – | -552 | -100.0% | -0.02% | – |
AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -450 | -100.0% | -0.02% | – |
ICLN | Exit | ISHARES TRgl clean ene etf | $0 | – | -3,220 | -100.0% | -0.02% | – |
VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -357 | -100.0% | -0.02% | – |
PCG | Exit | PG&E CORP | $0 | – | -4,855 | -100.0% | -0.02% | – |
PEP | Exit | PEPSICO INC | $0 | – | -391 | -100.0% | -0.02% | – |
IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -408 | -100.0% | -0.03% | – |
EMR | Exit | EMERSON ELEC CO | $0 | – | -908 | -100.0% | -0.03% | – |
NFLX | Exit | NETFLIX INC | $0 | – | -299 | -100.0% | -0.03% | – |
PHO | Exit | INVESCO EXCHANGE TRADED FD Twater res etf | $0 | – | -1,536 | -100.0% | -0.03% | – |
HPQ | Exit | HP INC | $0 | – | -2,784 | -100.0% | -0.03% | – |
ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -266 | -100.0% | -0.03% | – |
A | Exit | AGILENT TECHNOLOGIES INC | $0 | – | -590 | -100.0% | -0.03% | – |
CMG | Exit | CHIPOTLE MEXICAN GRILL INC | $0 | – | -50 | -100.0% | -0.03% | – |
XTN | Exit | SPDR SER TRs&p transn etf | $0 | – | -1,173 | -100.0% | -0.03% | – |
ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -325 | -100.0% | -0.03% | – |
ZBRA | Exit | ZEBRA TECHNOLOGIES CORPORATIcl a | $0 | – | -286 | -100.0% | -0.03% | – |
PEJ | Exit | INVESCO EXCHANGE TRADED FD Tdynmc leisure | $0 | – | -2,163 | -100.0% | -0.03% | – |
TGT | Exit | TARGET CORP | $0 | – | -509 | -100.0% | -0.03% | – |
COMB | Exit | GRANITESHARES ETF TR | $0 | – | -2,755 | -100.0% | -0.03% | – |
PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -943 | -100.0% | -0.03% | – |
MO | Exit | ALTRIA GROUP INC | $0 | – | -1,951 | -100.0% | -0.03% | – |
VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -257 | -100.0% | -0.03% | – |
BKNG | Exit | BOOKING HOLDINGS INC | $0 | – | -50 | -100.0% | -0.03% | – |
UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -162 | -100.0% | -0.03% | – |
HACK | Exit | ETF MANAGERS TRprime cybr scrty | $0 | – | -1,896 | -100.0% | -0.03% | – |
Exit | DIMENSIONAL ETF TRUSTus mktwide value | $0 | – | -2,842 | -100.0% | -0.03% | – | |
AOK | Exit | ISHARES TRconser alloc etf | $0 | – | -2,569 | -100.0% | -0.03% | – |
AOM | Exit | ISHARES TRmodert alloc etf | $0 | – | -2,343 | -100.0% | -0.03% | – |
MCD | Exit | MCDONALDS CORP | $0 | – | -377 | -100.0% | -0.03% | – |
ROST | Exit | ROSS STORES INC | $0 | – | -1,038 | -100.0% | -0.03% | – |
SSD | Exit | SIMPSON MFG INC | $0 | – | -1,105 | -100.0% | -0.03% | – |
SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -2,151 | -100.0% | -0.04% | – |
QCOM | Exit | QUALCOMM INC | $0 | – | -844 | -100.0% | -0.04% | – |
PLD | Exit | PROLOGIS INC. | $0 | – | -956 | -100.0% | -0.04% | – |
VOD | Exit | VODAFONE GROUP PLC NEWsponsored adr | $0 | – | -8,565 | -100.0% | -0.04% | – |
TFLO | Exit | ISHARES TRtrs flt rt bd | $0 | – | -1,963 | -100.0% | -0.04% | – |
SNAP | Exit | SNAP INCcl a | $0 | – | -10,491 | -100.0% | -0.04% | – |
ACWV | Exit | ISHARES INCmsci gbl min vol | $0 | – | -1,176 | -100.0% | -0.04% | – |
XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -1,477 | -100.0% | -0.04% | – |
DTE | Exit | DTE ENERGY CO | $0 | – | -920 | -100.0% | -0.04% | – |
CAT | Exit | CATERPILLAR INC | $0 | – | -657 | -100.0% | -0.04% | – |
ORCL | Exit | ORACLE CORP | $0 | – | -1,786 | -100.0% | -0.04% | – |
VREX | Exit | VAREX IMAGING CORP | $0 | – | -5,180 | -100.0% | -0.04% | – |
PHYS | Exit | SPROTT PHYSICAL GOLD TRunit | $0 | – | -8,750 | -100.0% | -0.04% | – |
MRK | Exit | MERCK & CO INC | $0 | – | -1,326 | -100.0% | -0.04% | – |
MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -404 | -100.0% | -0.04% | – |
VOOV | Exit | VANGUARD ADMIRAL FDS INC500 val idx fd | $0 | – | -1,012 | -100.0% | -0.05% | – |
PRF | Exit | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $0 | – | -905 | -100.0% | -0.05% | – |
SRE | Exit | SEMPRA | $0 | – | -839 | -100.0% | -0.05% | – |
WMT | Exit | WALMART INC | $0 | – | -955 | -100.0% | -0.05% | – |
LIN | Exit | LINDE PLC | $0 | – | -474 | -100.0% | -0.05% | – |
VPU | Exit | VANGUARD WORLD FDSutilities etf | $0 | – | -918 | -100.0% | -0.05% | – |
AVT | Exit | AVNET INC | $0 | – | -3,640 | -100.0% | -0.05% | – |
Exit | WARNER BROS DISCOVERY INC | $0 | – | -11,416 | -100.0% | -0.05% | – | |
FB | Exit | META PLATFORMS INCcl a | $0 | – | -1,016 | -100.0% | -0.05% | – |
IBB | Exit | ISHARES TRishares biotech | $0 | – | -1,185 | -100.0% | -0.05% | – |
DOW | Exit | DOW INC | $0 | – | -3,340 | -100.0% | -0.06% | – |
VOOG | Exit | VANGUARD ADMIRAL FDS INC500 grth idx f | $0 | – | -708 | -100.0% | -0.06% | – |
JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -929 | -100.0% | -0.06% | – |
MINT | Exit | PIMCO ETF TRenhan shrt ma ac | $0 | – | -1,551 | -100.0% | -0.06% | – |
BANF | Exit | BANCFIRST CORP | $0 | – | -1,750 | -100.0% | -0.06% | – |
AEP | Exit | AMERICAN ELEC PWR CO INC | $0 | – | -1,825 | -100.0% | -0.06% | – |
Exit | GENERAL ELECTRIC CO | $0 | – | -2,683 | -100.0% | -0.06% | – | |
HD | Exit | HOME DEPOT INC | $0 | – | -603 | -100.0% | -0.06% | – |
ED | Exit | CONSOLIDATED EDISON INC | $0 | – | -2,000 | -100.0% | -0.07% | – |
BAC | Exit | BK OF AMERICA CORP | $0 | – | -5,902 | -100.0% | -0.07% | – |
PWZ | Exit | INVESCO EXCH TRADED FD TR IIcalif amt mun | $0 | – | -7,829 | -100.0% | -0.07% | – |
SPYX | Exit | SPDR SER TRspdr s&p 500 etf | $0 | – | -2,072 | -100.0% | -0.07% | – |
TSLA | Exit | TESLA INC | $0 | – | -711 | -100.0% | -0.07% | – |
SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -2,934 | -100.0% | -0.08% | – |
PGJ | Exit | INVESCO EXCHANGE TRADED FD Tglobal drgn cn | $0 | – | -7,611 | -100.0% | -0.08% | – |
CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -6,706 | -100.0% | -0.08% | – |
BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -2,757 | -100.0% | -0.08% | – |
SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -555 | -100.0% | -0.08% | – |
CPRT | Exit | COPART INC | $0 | – | -1,895 | -100.0% | -0.08% | – |
CSCO | Exit | CISCO SYS INC | $0 | – | -5,287 | -100.0% | -0.08% | – |
XMLV | Exit | INVESCO EXCH TRADED FD TR IIs&p midcp low | $0 | – | -4,926 | -100.0% | -0.09% | – |
VOO | Exit | VANGUARD INDEX FDS | $0 | – | -729 | -100.0% | -0.09% | – |
HON | Exit | HONEYWELL INTL INC | $0 | – | -1,466 | -100.0% | -0.10% | – |
VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -1,914 | -100.0% | -0.10% | – |
DVY | Exit | ISHARES TRselect divid etf | $0 | – | -2,412 | -100.0% | -0.10% | – |
PFE | Exit | PFIZER INC | $0 | – | -5,886 | -100.0% | -0.10% | – |
C | Exit | CITIGROUP INC | $0 | – | -6,160 | -100.0% | -0.10% | – |
XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -4,052 | -100.0% | -0.10% | – |
IDV | Exit | ISHARES TRintl sel div etf | $0 | – | -12,664 | -100.0% | -0.11% | – |
KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -17,312 | -100.0% | -0.11% | – |
ASML | Exit | ASML HOLDING N V | $0 | – | -736 | -100.0% | -0.12% | – |
REZ | Exit | ISHARES TRresidential mult | $0 | – | -4,254 | -100.0% | -0.12% | – |
PSA | Exit | PUBLIC STORAGE | $0 | – | -1,053 | -100.0% | -0.12% | – |
SUSA | Exit | ISHARES TRmsci usa esg slc | $0 | – | -4,276 | -100.0% | -0.13% | – |
BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -4,432 | -100.0% | -0.13% | – |
NVDA | Exit | NVIDIA CORPORATION | $0 | – | -2,766 | -100.0% | -0.13% | – |
DLB | Exit | DOLBY LABORATORIES INC | $0 | – | -5,128 | -100.0% | -0.13% | – |
ABBV | Exit | ABBVIE INC | $0 | – | -2,516 | -100.0% | -0.13% | – |
DIA | Exit | SPDR DOW JONES INDL AVERAGEut ser 1 | $0 | – | -1,234 | -100.0% | -0.14% | – |
COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -810 | -100.0% | -0.15% | – |
DIS | Exit | DISNEY WALT CO | $0 | – | -4,109 | -100.0% | -0.15% | – |
STOT | Exit | SSGA ACTIVE TRspdr dbleln shrt | $0 | – | -8,435 | -100.0% | -0.15% | – |
NEP | Exit | NEXTERA ENERGY PARTNERS LP | $0 | – | -5,493 | -100.0% | -0.16% | – |
GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -4,220 | -100.0% | -0.16% | – |
XBI | Exit | SPDR SER TRs&p biotech | $0 | – | -5,090 | -100.0% | -0.16% | – |
VLO | Exit | VALERO ENERGY CORP | $0 | – | -3,817 | -100.0% | -0.16% | – |
KO | Exit | COCA COLA CO | $0 | – | -7,322 | -100.0% | -0.16% | – |
GLD | Exit | SPDR GOLD TR | $0 | – | -2,664 | -100.0% | -0.16% | – |
V | Exit | VISA INC | $0 | – | -2,356 | -100.0% | -0.16% | – |
PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -3,334 | -100.0% | -0.16% | – |
XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -3,503 | -100.0% | -0.17% | – |
JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -4,117 | -100.0% | -0.17% | – |
EFAV | Exit | ISHARES TRmsci eafe min vl | $0 | – | -7,778 | -100.0% | -0.17% | – |
GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -4,820 | -100.0% | -0.18% | – |
VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -12,259 | -100.0% | -0.18% | – |
XOM | Exit | EXXON MOBIL CORP | $0 | – | -5,378 | -100.0% | -0.18% | – |
SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -6,478 | -100.0% | -0.21% | – |
AMZN | Exit | AMAZON COM INC | $0 | – | -4,740 | -100.0% | -0.21% | – |
SHV | Exit | ISHARES TRshort treas bd | $0 | – | -4,979 | -100.0% | -0.21% | – |
ICSH | Exit | ISHARES TRblackrock ultra | $0 | – | -11,975 | -100.0% | -0.23% | – |
PRFZ | Exit | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $0 | – | -4,161 | -100.0% | -0.24% | – |
NEE | Exit | NEXTERA ENERGY INC | $0 | – | -9,297 | -100.0% | -0.28% | – |
VHT | Exit | VANGUARD WORLD FDShealth car etf | $0 | – | -3,334 | -100.0% | -0.29% | – |
T | Exit | AT&T INC | $0 | – | -54,688 | -100.0% | -0.33% | – |
RPG | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $0 | – | -5,803 | -100.0% | -0.33% | – |
MSFT | Exit | MICROSOFT CORP | $0 | – | -3,656 | -100.0% | -0.33% | – |
WFC | Exit | WELLS FARGO CO NEW | $0 | – | -23,692 | -100.0% | -0.37% | – |
IHI | Exit | ISHARES TRu.s. med dvc etf | $0 | – | -22,624 | -100.0% | -0.42% | – |
VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -26,639 | -100.0% | -0.48% | – |
XLRE | Exit | SELECT SECTOR SPDR TRrl est sel sec | $0 | – | -34,176 | -100.0% | -0.48% | – |
BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -6,928 | -100.0% | -0.72% | – |
VXF | Exit | VANGUARD INDEX FDSextend mkt etf | $0 | – | -14,820 | -100.0% | -0.74% | – |
VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -23,260 | -100.0% | -0.86% | – |
CVX | Exit | CHEVRON CORP NEW | $0 | – | -17,271 | -100.0% | -0.97% | – |
SPLV | Exit | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $0 | – | -61,081 | -100.0% | -1.38% | – |
VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -19,359 | -100.0% | -1.42% | – |
AAPL | Exit | APPLE INC | $0 | – | -31,617 | -100.0% | -1.71% | – |
VFVA | Exit | VANGUARD WELLINGTON FDus value factr | $0 | – | -60,495 | -100.0% | -2.06% | – |
MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -14,706 | -100.0% | -2.31% | – |
IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -38,328 | -100.0% | -3.29% | – |
USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -133,852 | -100.0% | -3.46% | – |
CDC | Exit | VICTORY PORTFOLIOS II | $0 | – | -173,753 | -100.0% | -4.04% | – |
VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -85,170 | -100.0% | -4.06% | – |
VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -155,374 | -100.0% | -4.87% | – |
IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -149,520 | -100.0% | -5.10% | – |
MGK | Exit | VANGUARD WORLD FDmega grwth ind | $0 | – | -107,607 | -100.0% | -7.34% | – |
QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -84,523 | -100.0% | -8.84% | – |
VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -126,998 | -100.0% | -8.92% | – |
JEPI | Exit | J P MORGAN EXCHANGE TRADED Fequity premium | $0 | – | -445,944 | -100.0% | -8.94% | – |
VUSB | Exit | VANGUARD BD INDEX FDSvanguard ultra | $0 | – | -760,223 | -100.0% | -14.56% | – |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 27 | Q3 2023 | 12.3% |
ISHARES TR | 27 | Q3 2023 | 15.2% |
VANGUARD INDEX FDS | 27 | Q3 2023 | 9.4% |
ISHARES TR | 27 | Q3 2023 | 7.9% |
ISHARES TR | 27 | Q3 2023 | 8.5% |
SPDR S&P MIDCAP 400 ETF TR | 27 | Q3 2023 | 5.3% |
ISHARES TR | 27 | Q3 2023 | 4.3% |
VANGUARD STAR FDS | 27 | Q3 2023 | 4.3% |
VANGUARD INDEX FDS | 27 | Q3 2023 | 2.7% |
VANGUARD INDEX FDS | 27 | Q3 2023 | 7.8% |
View Pacific Center for Financial Services's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-20 |
13F-HR | 2023-11-15 |
13F-HR | 2023-08-10 |
13F-HR | 2023-05-16 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-12 |
13F-HR | 2022-05-10 |
13F-HR | 2022-02-14 |
13F-HR | 2021-11-15 |
13F-HR | 2021-08-16 |
View Pacific Center for Financial Services's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.