$118 Million is the total value of Better Money Decisions, LLC's 489 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 732.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEFA | Buy | ISHARES TRcore msci eafe | $16,526,000 | +3.3% | 280,809 | +22.0% | 13.99% | -6.7% |
| IGSB | Buy | ISHARES TR | $13,815,000 | +7.1% | 273,291 | +9.6% | 11.70% | -3.2% |
| SPTS | Buy | SPDR SER TRportfolio sh tsr | $10,063,000 | +6.4% | 341,699 | +7.1% | 8.52% | -3.9% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $6,759,000 | -10.4% | 38,382 | +8.1% | 5.72% | -19.1% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $5,560,000 | +15.3% | 99,640 | +25.4% | 4.71% | +4.1% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $4,897,000 | -2.6% | 140,843 | +8.2% | 4.14% | -12.1% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $4,643,000 | -7.2% | 20,522 | +10.0% | 3.93% | -16.2% |
| AGG | Sell | ISHARES TRcore us aggbd et | $2,910,000 | -9.1% | 28,614 | -4.3% | 2.46% | -18.0% |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $2,742,000 | -38.6% | 52,444 | -22.3% | 2.32% | -44.6% |
| VOO | Buy | VANGUARD INDEX FDS | $2,600,000 | +1.6% | 7,494 | +21.6% | 2.20% | -8.2% |
| AAPL | Buy | APPLE INC | $2,510,000 | +7.4% | 18,359 | +37.1% | 2.12% | -3.0% |
| POCT | Sell | INNOVATOR ETFS TRus eqty pwr buf | $2,265,000 | -15.4% | 80,691 | -8.9% | 1.92% | -23.6% |
| FLRN | Sell | SPDR SER TRbloomberg invt | $1,986,000 | -4.7% | 65,967 | -3.6% | 1.68% | -14.0% |
| IAGG | Buy | ISHARES TRcore intl aggr | $1,658,000 | 0.0% | 33,294 | +4.7% | 1.40% | -9.7% |
| PSEP | Buy | INNOVATOR ETFS TRus eqty pwr buf | $1,653,000 | +2.5% | 58,782 | +9.6% | 1.40% | -7.5% |
| SUSB | Buy | ISHARES TResg awre 1 5 yr | $1,349,000 | +30.8% | 56,018 | +33.8% | 1.14% | +18.2% |
| PFEB | Buy | INNOVATOR ETFS TRus eqty pwr buf | $1,168,000 | -7.9% | 43,293 | +0.1% | 0.99% | -16.8% |
| PNOV | Buy | INNOVATOR ETFS TRus eqty pwr buf | $1,084,000 | -4.2% | 38,284 | +3.3% | 0.92% | -13.5% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $1,059,000 | +19.0% | 11,622 | +41.5% | 0.90% | +7.4% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $985,000 | -4.5% | 4,182 | +3.2% | 0.83% | -13.7% |
| XVV | Buy | ISHARES TResg scrnd s&p500 | $978,000 | +49.5% | 34,450 | +81.0% | 0.83% | +35.1% |
| EAGG | Buy | ISHARES TResg awr us agrgt | $974,000 | +49.4% | 19,897 | +57.7% | 0.82% | +35.0% |
| NUDM | Buy | NUSHARES ETF TRnuveen esg intl | $971,000 | +169.7% | 38,503 | +208.0% | 0.82% | +143.9% |
| ESGV | Sell | VANGUARD WORLD FDesg us stk etf | $971,000 | -19.6% | 14,622 | -1.8% | 0.82% | -27.3% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $928,000 | -5.8% | 10,047 | +10.0% | 0.79% | -14.8% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $836,000 | +11.3% | 31,713 | +17.4% | 0.71% | +0.6% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $829,000 | -1.9% | 5,776 | +10.8% | 0.70% | -11.4% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $815,000 | +2.9% | 17,535 | +23.0% | 0.69% | -7.0% |
| COST | Buy | COSTCO WHSL CORP NEW | $782,000 | +173.4% | 1,632 | +229.0% | 0.66% | +147.0% |
| PJAN | INNOVATOR ETFS TRus eqty pwr buf | $662,000 | -7.8% | 22,031 | 0.0% | 0.56% | -16.8% | |
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $646,000 | -3.3% | 27,705 | +14.3% | 0.55% | -12.6% |
| MSFT | Buy | MICROSOFT CORP | $639,000 | +5.6% | 2,489 | +26.9% | 0.54% | -4.6% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $625,000 | +50.2% | 21,685 | +78.7% | 0.53% | +35.6% |
| AMZN | Buy | AMAZON COM INC | $574,000 | -33.8% | 5,400 | +1930.1% | 0.49% | -40.2% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $526,000 | -3.0% | 1,386 | +16.1% | 0.44% | -12.4% |
| IYW | Buy | ISHARES TRu.s. tech etf | $494,000 | -17.0% | 6,181 | +7.1% | 0.42% | -25.1% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $493,000 | -11.8% | 13,395 | +0.1% | 0.42% | -20.4% |
| CVX | CHEVRON CORP NEW | $444,000 | -11.0% | 3,067 | 0.0% | 0.38% | -19.7% | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $401,000 | -8.2% | 1,063 | +9.9% | 0.34% | -17.3% |
| PMAR | Buy | INNOVATOR ETFS TRus eqty pwr buf | $378,000 | +6.5% | 12,822 | +16.5% | 0.32% | -3.9% |
| BGRN | New | ISHARES TRusd grn bond etf | $362,000 | – | 7,575 | +100.0% | 0.31% | – |
| KO | New | COCA COLA CO | $349,000 | – | 5,550 | +100.0% | 0.30% | – |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $337,000 | -20.9% | 1,784 | -4.6% | 0.28% | -28.6% |
| CNRG | Buy | SPDR SER TRs&p kensho clean | $329,000 | -12.7% | 4,214 | +0.4% | 0.28% | -21.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $307,000 | -11.0% | 141 | +13.7% | 0.26% | -19.5% |
| IYJ | ISHARES TRus industrials | $302,000 | -16.6% | 3,432 | 0.0% | 0.26% | -24.5% | |
| IDRV | ISHARES TRself drivng ev | $292,000 | -20.7% | 7,925 | 0.0% | 0.25% | -28.4% | |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $290,000 | -32.7% | 7,425 | -18.5% | 0.24% | -39.4% |
| PAPR | Buy | INNOVATOR ETFS TRus eqt pwr buf | $280,000 | +1.4% | 10,375 | +11.4% | 0.24% | -8.5% |
| SIMS | Buy | SPDR SER TRs&p kensho intlg | $273,000 | -21.3% | 8,516 | +0.0% | 0.23% | -28.9% |
| PMAY | New | INNOVATOR ETFS TRus eqty pwr buf | $265,000 | – | 9,712 | +100.0% | 0.22% | – |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $255,000 | -29.2% | 934 | -8.5% | 0.22% | -35.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $244,000 | +12.4% | 1,374 | +12.4% | 0.21% | +2.0% |
| SPSB | Buy | SPDR SER TRportfolio short | $233,000 | +13.7% | 7,841 | +15.2% | 0.20% | +2.6% |
| VSGX | VANGUARD WORLD FDesg intl stk etf | $229,000 | -14.2% | 4,671 | 0.0% | 0.19% | -22.4% | |
| DES | WISDOMTREE TRus smallcap divd | $199,000 | -11.2% | 7,035 | 0.0% | 0.17% | -20.0% | |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $199,000 | -39.7% | 709 | -22.1% | 0.17% | -45.6% |
| QDF | New | FLEXSHARES TRqualt divd idx | $199,000 | – | 3,918 | +100.0% | 0.17% | – |
| IGRO | ISHARES TRintl div grwth | $197,000 | -12.1% | 3,432 | 0.0% | 0.17% | -20.5% | |
| IWB | New | ISHARES TRrus 1000 etf | $188,000 | – | 906 | +100.0% | 0.16% | – |
| New | DIMENSIONAL ETF TRUSTworld ex us core | $166,000 | – | 7,758 | +100.0% | 0.14% | – | |
| JPM | Sell | JPMORGAN CHASE & CO | $167,000 | -21.2% | 1,484 | -4.7% | 0.14% | -29.1% |
| VV | New | VANGUARD INDEX FDSlarge cap etf | $164,000 | – | 949 | +100.0% | 0.14% | – |
| SPHY | New | SPDR SER TRportfli high yld | $160,000 | – | 7,146 | +100.0% | 0.14% | – |
| PFE | New | PFIZER INC | $158,000 | – | 3,018 | +100.0% | 0.13% | – |
| QCOM | New | QUALCOMM INC | $155,000 | – | 1,216 | +100.0% | 0.13% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $151,000 | – | 1,185 | +100.0% | 0.13% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $149,000 | – | 880 | +100.0% | 0.13% | – |
| XJR | New | ISHARES TResg scrnd s&p sm | $149,000 | – | 4,611 | +100.0% | 0.13% | – |
| PEP | New | PEPSICO INC | $147,000 | – | 884 | +100.0% | 0.12% | – |
| EZM | New | WISDOMTREE TRus midcap fund | $146,000 | – | 3,182 | +100.0% | 0.12% | – |
| V | New | VISA INC | $145,000 | – | 735 | +100.0% | 0.12% | – |
| NVG | New | NUVEEN AMT FREE MUN CR INC F | $145,000 | – | 11,096 | +100.0% | 0.12% | – |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $145,000 | – | 4,600 | +100.0% | 0.12% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $144,000 | – | 1,070 | +100.0% | 0.12% | – |
| NUEM | New | NUSHARES ETF TRnuveen esg emrgn | $140,000 | – | 5,128 | +100.0% | 0.12% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $138,000 | – | 1,808 | +100.0% | 0.12% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $137,000 | – | 3,090 | +100.0% | 0.12% | – |
| IEMG | New | ISHARES INCcore msci emkt | $136,000 | – | 2,770 | +100.0% | 0.12% | – |
| EFA | New | ISHARES TRmsci eafe etf | $129,000 | – | 2,060 | +100.0% | 0.11% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $123,000 | – | 378 | +100.0% | 0.10% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $120,000 | – | 803 | +100.0% | 0.10% | – |
| NUSC | New | NUSHARES ETF TRnuveen esg smlcp | $120,000 | – | 3,647 | +100.0% | 0.10% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $118,000 | – | 601 | +100.0% | 0.10% | – |
| XJH | New | ISHARES TResg scrd s&p mid | $117,000 | – | 3,822 | +100.0% | 0.10% | – |
| PAUG | New | INNOVATOR ETFS TRus eqty pwr bf | $115,000 | – | 4,024 | +100.0% | 0.10% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $113,000 | – | 2,721 | +100.0% | 0.10% | – |
| IGIB | New | ISHARES TR | $110,000 | – | 2,160 | +100.0% | 0.09% | – |
| DIS | New | DISNEY WALT CO | $109,000 | – | 1,159 | +100.0% | 0.09% | – |
| BAC | New | BK OF AMERICA CORP | $108,000 | – | 3,466 | +100.0% | 0.09% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $107,000 | – | 1,053 | +100.0% | 0.09% | – |
| TSLA | New | TESLA INC | $108,000 | – | 160 | +100.0% | 0.09% | – |
| VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $106,000 | – | 1,026 | +100.0% | 0.09% | – |
| USMV | New | ISHARES TRmsci usa min vol | $105,000 | – | 1,497 | +100.0% | 0.09% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $102,000 | – | 400 | +100.0% | 0.09% | – |
| PAY | New | PAYMENTUS HOLDINGS INC | $100,000 | – | 7,500 | +100.0% | 0.08% | – |
| SBUX | New | STARBUCKS CORP | $101,000 | – | 1,324 | +100.0% | 0.08% | – |
| MRK | New | MERCK & CO INC | $101,000 | – | 1,109 | +100.0% | 0.08% | – |
| VEA | New | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $99,000 | – | 2,427 | +100.0% | 0.08% | – |
| MCD | New | MCDONALDS CORP | $97,000 | – | 392 | +100.0% | 0.08% | – |
| NKE | New | NIKE INCcl b | $96,000 | – | 935 | +100.0% | 0.08% | – |
| KKR | New | KKR & CO INC | $96,000 | – | 2,064 | +100.0% | 0.08% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $93,000 | – | 1,830 | +100.0% | 0.08% | – |
| SDY | New | SPDR SER TRs&p divid etf | $91,000 | – | 764 | +100.0% | 0.08% | – |
| PRFZ | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $86,000 | – | 559 | +100.0% | 0.07% | – |
| AXP | New | AMERICAN EXPRESS CO | $86,000 | – | 619 | +100.0% | 0.07% | – |
| SLYG | New | SPDR SER TRs&p 600 smcp grw | $83,000 | – | 1,178 | +100.0% | 0.07% | – |
| ABT | New | ABBOTT LABS | $82,000 | – | 758 | +100.0% | 0.07% | – |
| IYR | New | ISHARES TRu.s. real es etf | $82,000 | – | 888 | +100.0% | 0.07% | – |
| IDV | New | ISHARES TRintl sel div etf | $81,000 | – | 2,991 | +100.0% | 0.07% | – |
| VDE | New | VANGUARD WORLD FDSenergy etf | $80,000 | – | 804 | +100.0% | 0.07% | – |
| DLS | New | WISDOMTREE TRintl smcap div | $79,000 | – | 1,350 | +100.0% | 0.07% | – |
| XLF | New | SELECT SECTOR SPDR TRfinancial | $78,000 | – | 2,472 | +100.0% | 0.07% | – |
| SPMD | New | SPDR SER TRportfolio s&p400 | $74,000 | – | 1,866 | +100.0% | 0.06% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $71,000 | – | 736 | +100.0% | 0.06% | – |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $70,000 | – | 950 | +100.0% | 0.06% | – |
| IHDG | Sell | WISDOMTREE TRitl hdg qtly div | $70,000 | -77.2% | 1,863 | -73.9% | 0.06% | -79.5% |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $69,000 | – | 350 | +100.0% | 0.06% | – |
| IXJ | New | ISHARES TRglob hlthcre etf | $69,000 | – | 850 | +100.0% | 0.06% | – |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $67,000 | – | 1,296 | +100.0% | 0.06% | – |
| PJUN | New | INNOVATOR ETFS TRus eqty pwr buf | $64,000 | – | 2,205 | +100.0% | 0.05% | – |
| DON | New | WISDOMTREE TRus midcap divid | $64,000 | – | 1,634 | +100.0% | 0.05% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $64,000 | – | 289 | +100.0% | 0.05% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $63,000 | – | 1,257 | +100.0% | 0.05% | – |
| ATRI | New | ATRION CORP | $63,000 | – | 100 | +100.0% | 0.05% | – |
| LUV | New | SOUTHWEST AIRLS CO | $59,000 | – | 1,623 | +100.0% | 0.05% | – |
| DEO | New | DIAGEO PLCspon adr new | $59,000 | – | 336 | +100.0% | 0.05% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $59,000 | – | 461 | +100.0% | 0.05% | – |
| EMR | New | EMERSON ELEC CO | $58,000 | – | 731 | +100.0% | 0.05% | – |
| SCZ | New | ISHARES TReafe sml cp etf | $58,000 | – | 1,059 | +100.0% | 0.05% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $57,000 | – | 405 | +100.0% | 0.05% | – |
| INTC | New | INTEL CORP | $56,000 | – | 1,508 | +100.0% | 0.05% | – |
| EXC | New | EXELON CORP | $55,000 | – | 1,203 | +100.0% | 0.05% | – |
| IXN | New | ISHARES TRglobal tech etf | $55,000 | – | 1,200 | +100.0% | 0.05% | – |
| FNDA | New | SCHWAB STRATEGIC TRschwab fdt us sc | $56,000 | – | 1,245 | +100.0% | 0.05% | – |
| SCHW | New | SCHWAB CHARLES CORP | $55,000 | – | 866 | +100.0% | 0.05% | – |
| AGGY | New | WISDOMTREE TRyield enhancd us | $56,000 | – | 1,255 | +100.0% | 0.05% | – |
| FB | New | META PLATFORMS INCcl a | $54,000 | – | 336 | +100.0% | 0.05% | – |
| CCI | New | CROWN CASTLE INTL CORP NEW | $53,000 | – | 315 | +100.0% | 0.04% | – |
| HD | New | HOME DEPOT INC | $52,000 | – | 189 | +100.0% | 0.04% | – |
| SPIP | New | SPDR SER TRportfli tips etf | $51,000 | – | 1,856 | +100.0% | 0.04% | – |
| IUSV | New | ISHARES TRcore s&p us vlu | $51,000 | – | 761 | +100.0% | 0.04% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $51,000 | – | 848 | +100.0% | 0.04% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $50,000 | – | 1,264 | +100.0% | 0.04% | – |
| IJT | New | ISHARES TRs&p sml 600 gwt | $49,000 | – | 465 | +100.0% | 0.04% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $48,000 | – | 94 | +100.0% | 0.04% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $48,000 | – | 229 | +100.0% | 0.04% | – |
| PSX | New | PHILLIPS 66 | $48,000 | – | 584 | +100.0% | 0.04% | – |
| FIVG | New | ETF SER SOLUTIONSdefiance next | $47,000 | – | 1,500 | +100.0% | 0.04% | – |
| CRM | New | SALESFORCE INC | $47,000 | – | 286 | +100.0% | 0.04% | – |
| PFF | New | ISHARES TRpfd and incm sec | $45,000 | – | 1,375 | +100.0% | 0.04% | – |
| USRT | New | ISHARES TRcre u s reit etf | $45,000 | – | 843 | +100.0% | 0.04% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $44,000 | – | 500 | +100.0% | 0.04% | – |
| PDEC | New | INNOVATOR ETFS TRus eqty pwr buf | $44,000 | – | 1,527 | +100.0% | 0.04% | – |
| DHR | New | DANAHER CORPORATION | $44,000 | – | 172 | +100.0% | 0.04% | – |
| IWR | New | ISHARES TRrus mid cap etf | $43,000 | – | 668 | +100.0% | 0.04% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $43,000 | – | 1,071 | +100.0% | 0.04% | – |
| FTCS | New | FIRST TR EXCHANGE-TRADED FDcap strength etf | $43,000 | – | 613 | +100.0% | 0.04% | – |
| DHS | New | WISDOMTREE TRus high dividend | $43,000 | – | 525 | +100.0% | 0.04% | – |
| HRB | New | BLOCK H & R INC | $40,000 | – | 1,121 | +100.0% | 0.03% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $38,000 | – | 610 | +100.0% | 0.03% | – |
| AMLP | New | ALPS ETF TRalerian mlp | $38,000 | – | 1,110 | +100.0% | 0.03% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $37,000 | – | 17 | +100.0% | 0.03% | – |
| LLY | New | LILLY ELI & CO | $37,000 | – | 113 | +100.0% | 0.03% | – |
| GLD | New | SPDR GOLD TR | $35,000 | – | 205 | +100.0% | 0.03% | – |
| EQIX | New | EQUINIX INC | $36,000 | – | 55 | +100.0% | 0.03% | – |
| GIS | New | GENERAL MLS INC | $36,000 | – | 471 | +100.0% | 0.03% | – |
| NVDA | New | NVIDIA CORPORATION | $35,000 | – | 229 | +100.0% | 0.03% | – |
| ESGD | Sell | ISHARES TResg aw msci eafe | $34,000 | -94.1% | 537 | -93.1% | 0.03% | -94.6% |
| MMM | New | 3M CO | $34,000 | – | 266 | +100.0% | 0.03% | – |
| BWFG | New | BANKWELL FINL GROUP INC | $34,000 | – | 1,093 | +100.0% | 0.03% | – |
| LMT | New | LOCKHEED MARTIN CORP | $33,000 | – | 76 | +100.0% | 0.03% | – |
| LPLA | New | LPL FINL HLDGS INC | $33,000 | – | 179 | +100.0% | 0.03% | – |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $33,000 | – | 425 | +100.0% | 0.03% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $32,000 | – | 445 | +100.0% | 0.03% | – |
| WY | New | WEYERHAEUSER CO MTN BE | $32,000 | – | 957 | +100.0% | 0.03% | – |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $32,000 | – | 103 | +100.0% | 0.03% | – |
| MS | New | MORGAN STANLEY | $32,000 | – | 427 | +100.0% | 0.03% | – |
| CTVA | New | CORTEVA INC | $31,000 | – | 579 | +100.0% | 0.03% | – |
| DLR | New | DIGITAL RLTY TR INC | $31,000 | – | 242 | +100.0% | 0.03% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $29,000 | – | 53 | +100.0% | 0.02% | – |
| EGP | New | EASTGROUP PPTYS INC | $30,000 | – | 195 | +100.0% | 0.02% | – |
| VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $29,000 | – | 580 | +100.0% | 0.02% | – |
| IGM | New | ISHARES TRexpnd tec sc etf | $29,000 | – | 100 | +100.0% | 0.02% | – |
| XT | New | ISHARES TRexponential tech | $30,000 | – | 616 | +100.0% | 0.02% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $29,000 | – | 78 | +100.0% | 0.02% | – |
| AMP | New | AMERIPRISE FINL INC | $28,000 | – | 116 | +100.0% | 0.02% | – |
| VNQI | New | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $27,000 | – | 600 | +100.0% | 0.02% | – |
| ELS | New | EQUITY LIFESTYLE PPTYS INC | $27,000 | – | 382 | +100.0% | 0.02% | – |
| TRNO | New | TERRENO RLTY CORP | $27,000 | – | 478 | +100.0% | 0.02% | – |
| BIL | New | SPDR SER TRbloomberg 1-3 mo | $26,000 | – | 284 | +100.0% | 0.02% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $26,000 | – | 117 | +100.0% | 0.02% | – |
| BAX | New | BAXTER INTL INC | $26,000 | – | 409 | +100.0% | 0.02% | – |
| MMLG | New | FIRST TR EXCHNG TRADED FD VImlt mngd lrg grw | $25,000 | – | 1,500 | +100.0% | 0.02% | – |
| LDOS | New | LEIDOS HOLDINGS INC | $25,000 | – | 250 | +100.0% | 0.02% | – |
| WPC | New | WP CAREY INC | $25,000 | – | 303 | +100.0% | 0.02% | – |
| AZN | New | ASTRAZENECA PLCsponsored adr | $25,000 | – | 373 | +100.0% | 0.02% | – |
| CEF | New | SPROTT PHYSICAL GOLD & SILVEtr unit | $25,000 | – | 1,472 | +100.0% | 0.02% | – |
| CL | New | COLGATE PALMOLIVE CO | $25,000 | – | 315 | +100.0% | 0.02% | – |
| FR | New | FIRST INDL RLTY TR INC | $25,000 | – | 517 | +100.0% | 0.02% | – |
| INVH | New | INVITATION HOMES INC | $24,000 | – | 670 | +100.0% | 0.02% | – |
| SPYD | New | SPDR SER TRprtflo s&p500 hi | $24,000 | – | 599 | +100.0% | 0.02% | – |
| KMB | New | KIMBERLY-CLARK CORP | $24,000 | – | 175 | +100.0% | 0.02% | – |
| IWO | New | ISHARES TRrus 2000 grw etf | $24,000 | – | 115 | +100.0% | 0.02% | – |
| TSCO | New | TRACTOR SUPPLY CO | $24,000 | – | 126 | +100.0% | 0.02% | – |
| NVS | New | NOVARTIS AGsponsored adr | $24,000 | – | 288 | +100.0% | 0.02% | – |
| New | GENERAL ELECTRIC CO | $24,000 | – | 377 | +100.0% | 0.02% | – | |
| PJUL | New | INNOVATOR ETFS TRus eqty pwr buf | $22,000 | – | 746 | +100.0% | 0.02% | – |
| NSIT | New | INSIGHT ENTERPRISES INC | $22,000 | – | 256 | +100.0% | 0.02% | – |
| TSEM | New | TOWER SEMICONDUCTOR LTD | $22,000 | – | 466 | +100.0% | 0.02% | – |
| BLDR | New | BUILDERS FIRSTSOURCE INC | $22,000 | – | 405 | +100.0% | 0.02% | – |
| CB | New | CHUBB LIMITED | $23,000 | – | 116 | +100.0% | 0.02% | – |
| SYY | New | SYSCO CORP | $23,000 | – | 267 | +100.0% | 0.02% | – |
| New | CONSTELLATION ENERGY CORP | $23,000 | – | 400 | +100.0% | 0.02% | – | |
| DTE | New | DTE ENERGY CO | $21,000 | – | 165 | +100.0% | 0.02% | – |
| WELL | New | WELLTOWER INC | $21,000 | – | 251 | +100.0% | 0.02% | – |
| ACN | New | ACCENTURE PLC IRELAND | $21,000 | – | 77 | +100.0% | 0.02% | – |
| IAU | New | ISHARES GOLD TRishares new | $21,000 | – | 600 | +100.0% | 0.02% | – |
| ANSS | New | ANSYS INC | $21,000 | – | 86 | +100.0% | 0.02% | – |
| PH | New | PARKER-HANNIFIN CORP | $21,000 | – | 84 | +100.0% | 0.02% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $21,000 | – | 300 | +100.0% | 0.02% | – |
| CUBE | New | CUBESMART | $20,000 | – | 462 | +100.0% | 0.02% | – |
| AMGN | New | AMGEN INC | $20,000 | – | 84 | +100.0% | 0.02% | – |
| UNVR | New | UNIVAR SOLUTIONS INC | $20,000 | – | 813 | +100.0% | 0.02% | – |
| MLM | New | MARTIN MARIETTA MATLS INC | $20,000 | – | 66 | +100.0% | 0.02% | – |
| ASML | New | ASML HOLDING N V | $20,000 | – | 42 | +100.0% | 0.02% | – |
| COG | New | COTERRA ENERGY INC | $20,000 | – | 770 | +100.0% | 0.02% | – |
| LEN | New | LENNAR CORPcl a | $20,000 | – | 279 | +100.0% | 0.02% | – |
| SONY | New | SONY GROUP CORPORATIONsponsored adr | $20,000 | – | 241 | +100.0% | 0.02% | – |
| MCHP | New | MICROCHIP TECHNOLOGY INC. | $20,000 | – | 344 | +100.0% | 0.02% | – |
| JCI | New | JOHNSON CTLS INTL PLC | $20,000 | – | 421 | +100.0% | 0.02% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $20,000 | – | 244 | +100.0% | 0.02% | – |
| COF | New | CAPITAL ONE FINL CORP | $19,000 | – | 186 | +100.0% | 0.02% | – |
| EXR | New | EXTRA SPACE STORAGE INC | $19,000 | – | 110 | +100.0% | 0.02% | – |
| GLPI | New | GAMING & LEISURE PPTYS INC | $19,000 | – | 412 | +100.0% | 0.02% | – |
| GILD | New | GILEAD SCIENCES INC | $19,000 | – | 300 | +100.0% | 0.02% | – |
| COP | New | CONOCOPHILLIPS | $18,000 | – | 200 | +100.0% | 0.02% | – |
| SHE | New | SPDR SER TRssga gnder etf | $18,000 | – | 240 | +100.0% | 0.02% | – |
| WBT | New | WELBILT INC | $18,000 | – | 739 | +100.0% | 0.02% | – |
| CINF | New | CINCINNATI FINL CORP | $18,000 | – | 155 | +100.0% | 0.02% | – |
| HST | New | HOST HOTELS & RESORTS INC | $16,000 | – | 1,006 | +100.0% | 0.01% | – |
| GATX | New | GATX CORP | $17,000 | – | 177 | +100.0% | 0.01% | – |
| ADC | New | AGREE RLTY CORP | $17,000 | – | 238 | +100.0% | 0.01% | – |
| EWBC | New | EAST WEST BANCORP INC | $16,000 | – | 254 | +100.0% | 0.01% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $17,000 | – | 110 | +100.0% | 0.01% | – |
| CSX | New | CSX CORP | $17,000 | – | 581 | +100.0% | 0.01% | – |
| GD | New | GENERAL DYNAMICS CORP | $17,000 | – | 79 | +100.0% | 0.01% | – |
| CPT | New | CAMDEN PPTY TRsh ben int | $17,000 | – | 125 | +100.0% | 0.01% | – |
| ESI | New | ELEMENT SOLUTIONS INC | $17,000 | – | 976 | +100.0% | 0.01% | – |
| DAL | New | DELTA AIR LINES INC DEL | $17,000 | – | 596 | +100.0% | 0.01% | – |
| VICI | New | VICI PPTYS INC | $17,000 | – | 572 | +100.0% | 0.01% | – |
| ADI | New | ANALOG DEVICES INC | $16,000 | – | 110 | +100.0% | 0.01% | – |
| T | New | AT&T INC | $16,000 | – | 779 | +100.0% | 0.01% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $16,000 | – | 52 | +100.0% | 0.01% | – |
| ALC | New | ALCON AG | $17,000 | – | 241 | +100.0% | 0.01% | – |
| BLK | New | BLACKROCK INC | $17,000 | – | 27 | +100.0% | 0.01% | – |
| NSC | New | NORFOLK SOUTHN CORP | $17,000 | – | 77 | +100.0% | 0.01% | – |
| NXRT | New | NEXPOINT RESIDENTIAL TR INC | $15,000 | – | 243 | +100.0% | 0.01% | – |
| PM | New | PHILIP MORRIS INTL INC | $15,000 | – | 156 | +100.0% | 0.01% | – |
| DEM | New | WISDOMTREE TRemer mkt high fd | $15,000 | – | 400 | +100.0% | 0.01% | – |
| USO | New | UNITED STS OIL FD LPunits | $15,000 | – | 189 | +100.0% | 0.01% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $15,000 | – | 155 | +100.0% | 0.01% | – |
| CCMP | New | CMC MATERIALS INC | $15,000 | – | 87 | +100.0% | 0.01% | – |
| VPU | New | VANGUARD WORLD FDSutilities etf | $15,000 | – | 100 | +100.0% | 0.01% | – |
| SPLK | New | SPLUNK INC | $15,000 | – | 166 | +100.0% | 0.01% | – |
| TSN | New | TYSON FOODS INCcl a | $15,000 | – | 179 | +100.0% | 0.01% | – |
| CFR | New | CULLEN FROST BANKERS INC | $15,000 | – | 126 | +100.0% | 0.01% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $14,000 | – | 100 | +100.0% | 0.01% | – |
| RPM | New | RPM INTL INC | $14,000 | – | 183 | +100.0% | 0.01% | – |
| FN | New | FABRINET | $14,000 | – | 168 | +100.0% | 0.01% | – |
| MU | New | MICRON TECHNOLOGY INC | $14,000 | – | 261 | +100.0% | 0.01% | – |
| MDT | New | MEDTRONIC PLC | $14,000 | – | 151 | +100.0% | 0.01% | – |
| CARR | New | CARRIER GLOBAL CORPORATION | $14,000 | – | 400 | +100.0% | 0.01% | – |
| PHO | New | INVESCO EXCHANGE TRADED FD Twater res etf | $14,000 | – | 300 | +100.0% | 0.01% | – |
| OTIS | New | OTIS WORLDWIDE CORP | $14,000 | – | 200 | +100.0% | 0.01% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $14,000 | – | 100 | +100.0% | 0.01% | – |
| PYPL | New | PAYPAL HLDGS INC | $14,000 | – | 205 | +100.0% | 0.01% | – |
| KOMP | New | SPDR SER TRs&p kensho new | $13,000 | – | 322 | +100.0% | 0.01% | – |
| GPI | New | GROUP 1 AUTOMOTIVE INC | $13,000 | – | 75 | +100.0% | 0.01% | – |
| IXG | New | ISHARES TRglobal finls etf | $13,000 | – | 200 | +100.0% | 0.01% | – |
| SAIA | New | SAIA INC | $13,000 | – | 67 | +100.0% | 0.01% | – |
| SAIC | New | SCIENCE APPLICATIONS INTL CO | $13,000 | – | 143 | +100.0% | 0.01% | – |
| JPST | New | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $13,000 | – | 250 | +100.0% | 0.01% | – |
| INTU | New | INTUIT | $13,000 | – | 33 | +100.0% | 0.01% | – |
| HAIL | New | SPDR SER TRs&p kensho smart | $13,000 | – | 391 | +100.0% | 0.01% | – |
| AIRC | New | APARTMENT INCOME REIT CORP | $12,000 | – | 299 | +100.0% | 0.01% | – |
| WM | New | WASTE MGMT INC DEL | $12,000 | – | 77 | +100.0% | 0.01% | – |
| SHO | New | SUNSTONE HOTEL INVS INC NEW | $12,000 | – | 1,215 | +100.0% | 0.01% | – |
| FSS | New | FEDERAL SIGNAL CORP | $12,000 | – | 344 | +100.0% | 0.01% | – |
| CBSH | New | COMMERCE BANCSHARES INC | $12,000 | – | 186 | +100.0% | 0.01% | – |
| OKE | New | ONEOK INC NEW | $12,000 | – | 214 | +100.0% | 0.01% | – |
| RUSHA | New | RUSH ENTERPRISES INCcl a | $12,000 | – | 246 | +100.0% | 0.01% | – |
| SPYX | New | SPDR SER TRspdr s&p 500 etf | $12,000 | – | 129 | +100.0% | 0.01% | – |
| IGT | New | INTERNATIONAL GAME TECHNOLOG | $12,000 | – | 671 | +100.0% | 0.01% | – |
| KXI | New | ISHARES TRglb cnsm stp etf | $12,000 | – | 210 | +100.0% | 0.01% | – |
| FE | New | FIRSTENERGY CORP | $12,000 | – | 300 | +100.0% | 0.01% | – |
| REET | New | ISHARES TRglobal reit etf | $12,000 | – | 500 | +100.0% | 0.01% | – |
| ONTO | New | ONTO INNOVATION INC | $12,000 | – | 173 | +100.0% | 0.01% | – |
| MET | New | METLIFE INC | $11,000 | – | 180 | +100.0% | 0.01% | – |
| MELI | New | MERCADOLIBRE INC | $11,000 | – | 17 | +100.0% | 0.01% | – |
| ASGN | New | ASGN INC | $11,000 | – | 121 | +100.0% | 0.01% | – |
| WEC | New | WEC ENERGY GROUP INC | $11,000 | – | 109 | +100.0% | 0.01% | – |
| AMH | New | AMERICAN HOMES 4 RENTcl a | $11,000 | – | 309 | +100.0% | 0.01% | – |
| ARE | New | ALEXANDRIA REAL ESTATE EQ IN | $11,000 | – | 75 | +100.0% | 0.01% | – |
| KIM | New | KIMCO RLTY CORP | $11,000 | – | 573 | +100.0% | 0.01% | – |
| USB | New | US BANCORP DEL | $11,000 | – | 245 | +100.0% | 0.01% | – |
| IWS | New | ISHARES TRrus mdcp val etf | $11,000 | – | 108 | +100.0% | 0.01% | – |
| VDC | New | VANGUARD WORLD FDSconsum stp etf | $11,000 | – | 57 | +100.0% | 0.01% | – |
| FAF | New | FIRST AMERN FINL CORP | $10,000 | – | 186 | +100.0% | 0.01% | – |
| MRVL | New | MARVELL TECHNOLOGY INC | $10,000 | – | 219 | +100.0% | 0.01% | – |
| MTRN | New | MATERION CORP | $9,000 | – | 126 | +100.0% | 0.01% | – |
| MUFG | New | MITSUBISHI UFJ FINL GROUP INsponsored ads | $9,000 | – | 1,631 | +100.0% | 0.01% | – |
| VKI | New | INVESCO ADVANTAGE MUN INCOMEsh ben int | $10,000 | – | 1,066 | +100.0% | 0.01% | – |
| PFGC | New | PERFORMANCE FOOD GROUP CO | $10,000 | – | 228 | +100.0% | 0.01% | – |
| RELX | New | RELX PLCsponsored adr | $9,000 | – | 338 | +100.0% | 0.01% | – |
| FCN | New | FTI CONSULTING INC | $9,000 | – | 49 | +100.0% | 0.01% | – |
| ELAN | New | ELANCO ANIMAL HEALTH INC | $10,000 | – | 527 | +100.0% | 0.01% | – |
| SCHJ | New | SCHWAB STRATEGIC TR1 5yr corp bd | $10,000 | – | 209 | +100.0% | 0.01% | – |
| SGMS | New | LIGHT & WONDER INC | $9,000 | – | 198 | +100.0% | 0.01% | – |
| D | New | DOMINION ENERGY INC | $9,000 | – | 117 | +100.0% | 0.01% | – |
| DFS | New | DISCOVER FINL SVCS | $9,000 | – | 95 | +100.0% | 0.01% | – |
| NOW | New | SERVICENOW INC | $9,000 | – | 19 | +100.0% | 0.01% | – |
| SUI | New | SUN CMNTYS INC | $9,000 | – | 55 | +100.0% | 0.01% | – |
| TJX | New | TJX COS INC NEW | $10,000 | – | 183 | +100.0% | 0.01% | – |
| TGNA | New | TEGNA INC | $10,000 | – | 488 | +100.0% | 0.01% | – |
| CLX | New | CLOROX CO DEL | $9,000 | – | 63 | +100.0% | 0.01% | – |
| TRN | New | TRINITY INDS INC | $9,000 | – | 353 | +100.0% | 0.01% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $10,000 | – | 56 | +100.0% | 0.01% | – |
| CHX | New | CHAMPIONX CORPORATION | $10,000 | – | 496 | +100.0% | 0.01% | – |
| OLED | New | UNIVERSAL DISPLAY CORP | $10,000 | – | 101 | +100.0% | 0.01% | – |
| New | CAPITAL GROUP GBL GROWTH EQT | $10,000 | – | 500 | +100.0% | 0.01% | – | |
| WST | New | WEST PHARMACEUTICAL SVSC INC | $9,000 | – | 30 | +100.0% | 0.01% | – |
| AMOV | New | AMERICA MOVIL SAB DE CVsponsored adr | $9,000 | – | 435 | +100.0% | 0.01% | – |
| A | New | AGILENT TECHNOLOGIES INC | $9,000 | – | 74 | +100.0% | 0.01% | – |
| ATVI | New | ACTIVISION BLIZZARD INC | $10,000 | – | 130 | +100.0% | 0.01% | – |
| AON | New | AON PLC | $9,000 | – | 34 | +100.0% | 0.01% | – |
| TEAM | New | ATLASSIAN CORP PLCcl a | $9,000 | – | 46 | +100.0% | 0.01% | – |
| ABBV | New | ABBVIE INC | $10,000 | – | 65 | +100.0% | 0.01% | – |
| CPRI | New | CAPRI HOLDINGS LIMITED | $9,000 | – | 220 | +100.0% | 0.01% | – |
| CHKP | New | CHECK POINT SOFTWARE TECH LTord | $9,000 | – | 77 | +100.0% | 0.01% | – |
| SNY | New | SANOFIsponsored adr | $8,000 | – | 160 | +100.0% | 0.01% | – |
| SPLG | New | SPDR SER TRportfolio s&p500 | $8,000 | – | 189 | +100.0% | 0.01% | – |
| KAPR | New | INNOVATOR ETFS TRus sml cp pwr et | $8,000 | – | 313 | +100.0% | 0.01% | – |
| VRSK | New | VERISK ANALYTICS INC | $8,000 | – | 49 | +100.0% | 0.01% | – |
| CDNS | New | CADENCE DESIGN SYSTEM INC | $8,000 | – | 56 | +100.0% | 0.01% | – |
| MC | New | MOELIS & COcl a | $8,000 | – | 207 | +100.0% | 0.01% | – |
| DXC | New | DXC TECHNOLOGY CO | $8,000 | – | 252 | +100.0% | 0.01% | – |
| MPWR | New | MONOLITHIC PWR SYS INC | $8,000 | – | 21 | +100.0% | 0.01% | – |
| VIAC | New | PARAMOUNT GLOBAL | $8,000 | – | 321 | +100.0% | 0.01% | – |
| IDXX | New | IDEXX LABS INC | $7,000 | – | 19 | +100.0% | 0.01% | – |
| K | New | KELLOGG CO | $7,000 | – | 100 | +100.0% | 0.01% | – |
| DGRW | New | WISDOMTREE TRus qtly div grt | $7,000 | – | 118 | +100.0% | 0.01% | – |
| GNRC | New | GENERAC HLDGS INC | $7,000 | – | 33 | +100.0% | 0.01% | – |
| OVV | New | OVINTIV INC | $7,000 | – | 154 | +100.0% | 0.01% | – |
| LAC | New | LITHIUM AMERS CORP NEW | $7,000 | – | 334 | +100.0% | 0.01% | – |
| IHI | New | ISHARES TRu.s. med dvc etf | $7,000 | – | 135 | +100.0% | 0.01% | – |
| PXD | New | PIONEER NAT RES CO | $7,000 | – | 31 | +100.0% | 0.01% | – |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC | $7,000 | – | 71 | +100.0% | 0.01% | – |
| YNDX | New | YANDEX N V | $7,000 | – | 206 | +100.0% | 0.01% | – |
| ABB | New | ABB LTDsponsored adr | $6,000 | – | 243 | +100.0% | 0.01% | – |
| TPX | New | TEMPUR SEALY INTL INC | $6,000 | – | 300 | +100.0% | 0.01% | – |
| FSR | New | FISKER INC | $6,000 | – | 650 | +100.0% | 0.01% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $6,000 | – | 62 | +100.0% | 0.01% | – |
| ESS | New | ESSEX PPTY TR INC | $6,000 | – | 24 | +100.0% | 0.01% | – |
| PGR | New | PROGRESSIVE CORP | $6,000 | – | 54 | +100.0% | 0.01% | – |
| LIN | New | LINDE PLC | $6,000 | – | 21 | +100.0% | 0.01% | – |
| JETS | New | ETF SER SOLUTIONSus glb jets | $6,000 | – | 350 | +100.0% | 0.01% | – |
| DE | New | DEERE & CO | $6,000 | – | 19 | +100.0% | 0.01% | – |
| NVMI | New | NOVA LTD | $6,000 | – | 72 | +100.0% | 0.01% | – |
| DOC | New | PHYSICIANS RLTY TR | $6,000 | – | 327 | +100.0% | 0.01% | – |
| BIO | New | BIO RAD LABS INCcl a | $6,000 | – | 12 | +100.0% | 0.01% | – |
| BA | New | BOEING CO | $6,000 | – | 44 | +100.0% | 0.01% | – |
| SU | New | SUNCOR ENERGY INC NEW | $6,000 | – | 164 | +100.0% | 0.01% | – |
| NVAX | New | NOVAVAX INC | $6,000 | – | 110 | +100.0% | 0.01% | – |
| New | SHELL PLCspon ads | $5,000 | – | 100 | +100.0% | 0.00% | – | |
| CAT | New | CATERPILLAR INC | $5,000 | – | 30 | +100.0% | 0.00% | – |
| PRU | New | PRUDENTIAL FINL INC | $5,000 | – | 50 | +100.0% | 0.00% | – |
| FTV | New | FORTIVE CORP | $5,000 | – | 99 | +100.0% | 0.00% | – |
| VLUE | New | ISHARES TRmsci usa value | $5,000 | – | 59 | +100.0% | 0.00% | – |
| ADSK | New | AUTODESK INC | $5,000 | – | 27 | +100.0% | 0.00% | – |
| XOM | New | EXXON MOBIL CORP | $5,000 | – | 55 | +100.0% | 0.00% | – |
| AMN | New | AMN HEALTHCARE SVCS INC | $5,000 | – | 49 | +100.0% | 0.00% | – |
| IUSB | New | ISHARES TRcore total usd | $5,000 | – | 99 | +100.0% | 0.00% | – |
| SSD | New | SIMPSON MFG INC | $5,000 | – | 52 | +100.0% | 0.00% | – |
| EQNR | New | EQUINOR ASAsponsored adr | $5,000 | – | 148 | +100.0% | 0.00% | – |
| FERG | New | FERGUSON PLC NEW | $4,000 | – | 39 | +100.0% | 0.00% | – |
| PII | New | POLARIS INC | $4,000 | – | 42 | +100.0% | 0.00% | – |
| XSOE | New | WISDOMTREE TRem ex st-owned | $4,000 | – | 137 | +100.0% | 0.00% | – |
| EBAY | New | EBAY INC. | $4,000 | – | 107 | +100.0% | 0.00% | – |
| New | DUTCH BROS INCcl a | $3,000 | – | 100 | +100.0% | 0.00% | – | |
| DG | New | DOLLAR GEN CORP NEW | $4,000 | – | 17 | +100.0% | 0.00% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $3,000 | – | 45 | +100.0% | 0.00% | – |
| SIRI | New | SIRIUS XM HOLDINGS INC | $3,000 | – | 537 | +100.0% | 0.00% | – |
| DTM | New | DT MIDSTREAM INC | $4,000 | – | 81 | +100.0% | 0.00% | – |
| SNPS | New | SYNOPSYS INC | $3,000 | – | 11 | +100.0% | 0.00% | – |
| SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $4,000 | – | 62 | +100.0% | 0.00% | – |
| EZA | New | ISHARES INCmsci sth afr etf | $4,000 | – | 86 | +100.0% | 0.00% | – |
| LRCX | New | LAM RESEARCH CORP | $4,000 | – | 10 | +100.0% | 0.00% | – |
| TXN | New | TEXAS INSTRS INC | $3,000 | – | 17 | +100.0% | 0.00% | – |
| CSCO | New | CISCO SYS INC | $3,000 | – | 81 | +100.0% | 0.00% | – |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $4,000 | – | 3 | +100.0% | 0.00% | – |
| CSR | New | CENTERSPACE | $4,000 | – | 55 | +100.0% | 0.00% | – |
| MCK | New | MCKESSON CORP | $3,000 | – | 10 | +100.0% | 0.00% | – |
| SAN | New | BANCO SANTANDER S.A.adr | $4,000 | – | 1,251 | +100.0% | 0.00% | – |
| MMI | New | MARCUS & MILLICHAP INC | $4,000 | – | 117 | +100.0% | 0.00% | – |
| LAZR | New | LUMINAR TECHNOLOGIES INC | $4,000 | – | 646 | +100.0% | 0.00% | – |
| BLOK | New | AMPLIFY ETF TRblockchain ldr | $3,000 | – | 153 | +100.0% | 0.00% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $3,000 | – | 90 | +100.0% | 0.00% | – |
| ICVT | New | ISHARES TRconv bd etf | $3,000 | – | 47 | +100.0% | 0.00% | – |
| ESGU | New | ISHARES TResg awr msci usa | $4,000 | – | 47 | +100.0% | 0.00% | – |
| F | New | FORD MTR CO DEL | $3,000 | – | 234 | +100.0% | 0.00% | – |
| QRVO | New | QORVO INC | $3,000 | – | 35 | +100.0% | 0.00% | – |
| ETSY | New | ETSY INC | $3,000 | – | 35 | +100.0% | 0.00% | – |
| ROKT | New | SPDR SER TRs&p kensho final | $4,000 | – | 126 | +100.0% | 0.00% | – |
| VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $2,000 | – | 25 | +100.0% | 0.00% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $2,000 | – | 15 | +100.0% | 0.00% | – |
| ICSH | New | ISHARES TRblackrock ultra | $2,000 | – | 42 | +100.0% | 0.00% | – |
| PWR | New | QUANTA SVCS INC | $2,000 | – | 16 | +100.0% | 0.00% | – |
| RHS | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $2,000 | – | 15 | +100.0% | 0.00% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $2,000 | – | 23 | +100.0% | 0.00% | – |
| ENB | New | ENBRIDGE INC | $2,000 | – | 51 | +100.0% | 0.00% | – |
| WEN | New | WENDYS CO | $2,000 | – | 100 | +100.0% | 0.00% | – |
| GGG | New | GRACO INC | $2,000 | – | 39 | +100.0% | 0.00% | – |
| BX | New | BLACKSTONE INC | $2,000 | – | 25 | +100.0% | 0.00% | – |
| NFLX | New | NETFLIX INC | $2,000 | – | 13 | +100.0% | 0.00% | – |
| LOW | New | LOWES COS INC | $2,000 | – | 11 | +100.0% | 0.00% | – |
| TLH | New | ISHARES TR10-20 yr trs etf | $2,000 | – | 15 | +100.0% | 0.00% | – |
| MJ | New | ETF MANAGERS TRetfmg altr hrvst | $2,000 | – | 370 | +100.0% | 0.00% | – |
| New | WARNER BROS DISCOVERY INC | $2,000 | – | 186 | +100.0% | 0.00% | – | |
| WMT | New | WALMART INC | $2,000 | – | 18 | +100.0% | 0.00% | – |
| ROK | New | ROCKWELL AUTOMATION INC | $2,000 | – | 9 | +100.0% | 0.00% | – |
| FISV | New | FISERV INC | $1,000 | – | 12 | +100.0% | 0.00% | – |
| HCA | New | HCA HEALTHCARE INC | $1,000 | – | 6 | +100.0% | 0.00% | – |
| ABC | New | AMERISOURCEBERGEN CORP | $1,000 | – | 7 | +100.0% | 0.00% | – |
| FDX | New | FEDEX CORP | $1,000 | – | 5 | +100.0% | 0.00% | – |
| NEE | New | NEXTERA ENERGY INC | $1,000 | – | 8 | +100.0% | 0.00% | – |
| AGCO | New | AGCO CORP | $1,000 | – | 8 | +100.0% | 0.00% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $1,000 | – | 7 | +100.0% | 0.00% | – |
| CVS | New | CVS HEALTH CORP | $1,000 | – | 10 | +100.0% | 0.00% | – |
| IWN | New | ISHARES TRrus 2000 val etf | $1,000 | – | 5 | +100.0% | 0.00% | – |
| CI | New | CIGNA CORP NEW | $1,000 | – | 3 | +100.0% | 0.00% | – |
| CDW | New | CDW CORP | $1,000 | – | 6 | +100.0% | 0.00% | – |
| AVGO | New | BROADCOM INC | $1,000 | – | 2 | +100.0% | 0.00% | – |
| BHF | New | BRIGHTHOUSE FINL INC | $1,000 | – | 15 | +100.0% | 0.00% | – |
| CCK | New | CROWN HLDGS INC | $1,000 | – | 7 | +100.0% | 0.00% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $1,000 | – | 4 | +100.0% | 0.00% | – |
| BERY | New | BERRY GLOBAL GROUP INC | $1,000 | – | 13 | +100.0% | 0.00% | – |
| SLB | New | SCHLUMBERGER LTD | $1,000 | – | 29 | +100.0% | 0.00% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $1,000 | – | 5 | +100.0% | 0.00% | – |
| MTCH | New | MATCH GROUP INC NEW | $1,000 | – | 8 | +100.0% | 0.00% | – |
| SOFI | New | SOFI TECHNOLOGIES INC | $1,000 | – | 106 | +100.0% | 0.00% | – |
| VTRS | New | VIATRIS INC | $1,000 | – | 54 | +100.0% | 0.00% | – |
| ALLY | New | ALLY FINL INC | $1,000 | – | 16 | +100.0% | 0.00% | – |
| IEME | New | ISHARES U S ETF TRmedia entrnmnt | $1,000 | – | 27 | +100.0% | 0.00% | – |
| DOV | New | DOVER CORP | $1,000 | – | 6 | +100.0% | 0.00% | – |
| AMZA | New | ETFIS SER TR Iinfrac act mlp | $1,000 | – | 52 | +100.0% | 0.00% | – |
| SPOT | New | SPOTIFY TECHNOLOGY S A | $1,000 | – | 6 | +100.0% | 0.00% | – |
| ROP | New | ROPER TECHNOLOGIES INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
| SPGI | New | S&P GLOBAL INC | $1,000 | – | 2 | +100.0% | 0.00% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
| GPN | New | GLOBAL PMTS INC | $1,000 | – | 8 | +100.0% | 0.00% | – |
| GME | New | GAMESTOP CORP NEWcl a | $1,000 | – | 10 | +100.0% | 0.00% | – |
| NDAQ | New | NASDAQ INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
| UNP | New | UNION PAC CORP | $1,000 | – | 4 | +100.0% | 0.00% | – |
| TWTR | New | TWITTER INC | $1,000 | – | 14 | +100.0% | 0.00% | – |
| HUBB | New | HUBBELL INC | $1,000 | – | 8 | +100.0% | 0.00% | – |
| TFC | New | TRUIST FINL CORP | $1,000 | – | 19 | +100.0% | 0.00% | – |
| MDB | New | MONGODB INCcl a | $1,000 | – | 2 | +100.0% | 0.00% | – |
| PATH | New | UIPATH INCcl a | $0 | – | 16 | +100.0% | 0.00% | – |
| RBLX | New | ROBLOX CORPcl a | $0 | – | 13 | +100.0% | 0.00% | – |
| TWLO | New | TWILIO INCcl a | $0 | – | 5 | +100.0% | 0.00% | – |
| New | KYNDRYL HLDGS INC | $0 | – | 40 | +100.0% | 0.00% | – | |
| CVM | New | CEL-SCI CORP | $0 | – | 1 | +100.0% | 0.00% | – |
| MUB | New | ISHARES TRnational mun etf | $0 | – | 2 | +100.0% | 0.00% | – |
| LUMN | New | LUMEN TECHNOLOGIES INC | $0 | – | 22 | +100.0% | 0.00% | – |
| New | VICTORIAS SECRET AND CO | $0 | – | 13 | +100.0% | 0.00% | – | |
| OGN | New | ORGANON & CO | $0 | – | 10 | +100.0% | 0.00% | – |
| New | ZIMVIE INC | $0 | – | 7 | +100.0% | 0.00% | – | |
| IPG | New | INTERPUBLIC GROUP COS INC | $0 | – | 18 | +100.0% | 0.00% | – |
| PINS | New | PINTEREST INCcl a | $0 | – | 21 | +100.0% | 0.00% | – |
| New | PROSHARES TRbitcoin strate | $0 | – | 27 | +100.0% | 0.00% | – | |
| SQ | New | BLOCK INCcl a | $0 | – | 8 | +100.0% | 0.00% | – |
| CGC | New | CANOPY GROWTH CORP | $0 | – | 125 | +100.0% | 0.00% | – |
| New | BATH & BODY WORKS INC | $0 | – | 9 | +100.0% | 0.00% | – | |
| EMB | New | ISHARES TRjpmorgan usd emg | $0 | – | 1 | +100.0% | 0.00% | – |
| BNDX | New | VANGUARD CHARLOTTE FDStotal int bd etf | $0 | – | 3 | +100.0% | 0.00% | – |
| New | TMC THE METALS COMPANY INC | $0 | – | 378 | +100.0% | 0.00% | – | |
| BYND | New | BEYOND MEAT INC | $0 | – | 10 | +100.0% | 0.00% | – |
| ROKU | New | ROKU INC | $0 | – | 5 | +100.0% | 0.00% | – |
| DFAI | Exit | DIMENSIONAL ETF TRUSTintl core eqt mk | $0 | – | -47,474 | -100.0% | -1.25% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 11 | Q3 2023 | 18.4% |
| ISHARES TR | 11 | Q3 2023 | 13.0% |
| SPDR SER TR | 11 | Q3 2023 | 11.5% |
| VANGUARD INDEX FDS | 11 | Q3 2023 | 7.1% |
| SPDR SER TR | 11 | Q3 2023 | 11.9% |
| ISHARES TR | 11 | Q3 2023 | 5.2% |
| SPDR INDEX SHS FDS | 11 | Q3 2023 | 4.9% |
| APPLE INC | 11 | Q3 2023 | 2.8% |
| VANGUARD INDEX FDS | 11 | Q3 2023 | 3.9% |
| ISHARES TR | 11 | Q3 2023 | 1.8% |
View Better Money Decisions, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-10-28 |
View Better Money Decisions, LLC'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.