| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -11 | -100.0% | 0.00% | – |
| MOO | Exit | VANECK ETF TRUSTagribusiness etf | $0 | – | -4 | -100.0% | 0.00% | – |
| IGLB | Exit | ISHARES TR10+ yr invst grd | $0 | – | -4 | -100.0% | 0.00% | – |
| IBB | Exit | ISHARES TRishares biotech | $0 | – | -4 | -100.0% | 0.00% | – |
| IXN | Exit | ISHARES TRglobal tech etf | $0 | – | -1 | -100.0% | 0.00% | – |
| SHYG | Exit | ISHARES TR0-5yr hi yl cp | $0 | – | -4 | -100.0% | 0.00% | – |
| ESGE | Exit | ISHARES INCesg awr msci em | $0 | – | 0 | +100.0% | 0.00% | – |
| SPTL | Exit | SPDR SER TRportfolio ln tsr | $0 | – | -9 | -100.0% | 0.00% | – |
| IWC | Exit | ISHARES TRmicro-cap etf | $0 | – | -4 | -100.0% | 0.00% | – |
| SPLB | Exit | SPDR SER TRportfolio ln cor | $0 | – | -75 | -100.0% | -0.00% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -17 | -100.0% | -0.00% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -11 | -100.0% | -0.00% | – |
| IJK | Exit | ISHARES TRs&p mc 400gr etf | $0 | – | -18 | -100.0% | -0.00% | – |
| ITB | Exit | ISHARES TRus home cons etf | $0 | – | -38 | -100.0% | -0.00% | – |
| TLH | Exit | ISHARES TR10-20 yr trs etf | $0 | – | -28 | -100.0% | -0.00% | – |
| HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -40 | -100.0% | -0.00% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -90 | -100.0% | -0.00% | – |
| EWMC | Exit | INVESCO EXCHANGE TRADED FD Ts&p midcap 400 | $0 | – | -42 | -100.0% | -0.00% | – |
| IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -81 | -100.0% | -0.00% | – |
| DVY | Exit | ISHARES TRselect divid etf | $0 | – | -48 | -100.0% | -0.00% | – |
| PBE | Exit | INVESCO EXCHANGE TRADED FD Tbiotechnology | $0 | – | -89 | -100.0% | -0.00% | – |
| IHF | Exit | ISHARES TRus hlthcr pr etf | $0 | – | -22 | -100.0% | -0.00% | – |
| PDP | Exit | INVESCO EXCHANGE TRADED FD Tdorsey wright mo | $0 | – | -85 | -100.0% | -0.01% | – |
| EELV | Exit | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $0 | – | -379 | -100.0% | -0.01% | – |
| SMLV | Exit | SPDR SER TRssga us smal etf | $0 | – | -77 | -100.0% | -0.01% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -102 | -100.0% | -0.01% | – |
| RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -55 | -100.0% | -0.01% | – |
| XSOE | Exit | WISDOMTREE TRem ex st-owned | $0 | – | -353 | -100.0% | -0.01% | – |
| SPIB | Exit | SPDR SER TRportfolio intrmd | $0 | – | -350 | -100.0% | -0.01% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -99 | -100.0% | -0.01% | – |
| CFO | Exit | VICTORY PORTFOLIOS II | $0 | – | -193 | -100.0% | -0.01% | – |
| IHI | Exit | ISHARES TRu.s. med dvc etf | $0 | – | -238 | -100.0% | -0.01% | – |
| IGSB | Exit | ISHARES TR | $0 | – | -248 | -100.0% | -0.01% | – |
| IYG | Exit | ISHARES TRu.s. fin svc etf | $0 | – | -89 | -100.0% | -0.01% | – |
| SIZE | Exit | ISHARES TRmsci usa sze ft | $0 | – | -109 | -100.0% | -0.01% | – |
| Exit | CONTEXT THERAPEUTICS INC | $0 | – | -10,000 | -100.0% | -0.01% | – | |
| ESGD | Exit | ISHARES TResg aw msci eafe | $0 | – | -229 | -100.0% | -0.01% | – |
| CSA | Exit | VICTORY PORTFOLIOS II | $0 | – | -266 | -100.0% | -0.01% | – |
| SMMV | Exit | ISHARES TRmsci usa smcp mn | $0 | – | -486 | -100.0% | -0.01% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -183 | -100.0% | -0.01% | – |
| GOVT | Exit | ISHARES TRus treas bd etf | $0 | – | -756 | -100.0% | -0.01% | – |
| IYF | Exit | ISHARES TRu.s. finls etf | $0 | – | -260 | -100.0% | -0.02% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -205 | -100.0% | -0.02% | – |
| CALF | Exit | PACER FDS TRpacer us small | $0 | – | -497 | -100.0% | -0.02% | – |
| MTUM | Exit | ISHARES TRmsci usa mmentm | $0 | – | -161 | -100.0% | -0.02% | – |
| EMGF | Exit | ISHARES INCemng mkts eqt | $0 | – | -617 | -100.0% | -0.02% | – |
| Exit | DIMENSIONAL ETF TRUSTglobal real est | $0 | – | -1,153 | -100.0% | -0.02% | – | |
| SDY | Exit | SPDR SER TRs&p divid etf | $0 | – | -234 | -100.0% | -0.02% | – |
| SCHM | Exit | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | -394 | -100.0% | -0.02% | – |
| SPHQ | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $0 | – | -591 | -100.0% | -0.02% | – |
| PTMC | Exit | PACER FDS TRtrendp us mid cp | $0 | – | -959 | -100.0% | -0.02% | – |
| EQWL | Exit | INVESCO EXCHANGE TRADED FD Ts&p 100 eql wigh | $0 | – | -397 | -100.0% | -0.02% | – |
| VLUE | Exit | ISHARES TRmsci usa value | $0 | – | -350 | -100.0% | -0.02% | – |
| Exit | DIMENSIONAL ETF TRUSTemerging mkts hi | $0 | – | -1,394 | -100.0% | -0.02% | – | |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -490 | -100.0% | -0.02% | – |
| PSFF | Exit | PACER FDS TRswan sos fd of | $0 | – | -1,334 | -100.0% | -0.02% | – |
| Exit | DIMENSIONAL ETF TRUSTemerging mkts va | $0 | – | -1,401 | -100.0% | -0.02% | – | |
| AVUV | Exit | AMERICAN CENTY ETF TRus sml cp valu | $0 | – | -470 | -100.0% | -0.03% | – |
| BJK | Exit | VANECK ETF TRUSTgaming etf | $0 | – | -975 | -100.0% | -0.03% | – |
| INTF | Exit | ISHARES TRintl eqty factor | $0 | – | -1,539 | -100.0% | -0.03% | – |
| IWL | Exit | ISHARES TRrus top 200 etf | $0 | – | -404 | -100.0% | -0.03% | – |
| MGK | Exit | VANGUARD WORLD FDmega grwth ind | $0 | – | -201 | -100.0% | -0.04% | – |
| PTLC | Exit | PACER FDS TRtrendp us lar cp | $0 | – | -1,351 | -100.0% | -0.04% | – |
| ISCF | Exit | ISHARES TRinternational sl | $0 | – | -1,880 | -100.0% | -0.04% | – |
| Exit | DIMENSIONAL ETF TRUSTemerging mkts co | $0 | – | -2,363 | -100.0% | -0.04% | – | |
| Exit | J P MORGAN EXCHANGE TRADED Fmkt expn enhncd | $0 | – | -1,224 | -100.0% | -0.04% | – | |
| Exit | DIMENSIONAL ETF TRUSTintl small cap v | $0 | – | -2,565 | -100.0% | -0.05% | – | |
| PRF | Exit | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $0 | – | -1,940 | -100.0% | -0.05% | – |
| Exit | DIMENSIONAL ETF TRUSTintl high profit | $0 | – | -2,683 | -100.0% | -0.05% | – | |
| HFXI | Exit | INDEXIQ ETF TRftse internl eqt | $0 | – | -2,847 | -100.0% | -0.05% | – |
| SCHI | Exit | SCHWAB STRATEGIC TR5 10yr corp bd | $0 | – | -1,608 | -100.0% | -0.05% | – |
| QUS | Exit | SPDR SER TRmsci usa strtgic | $0 | – | -693 | -100.0% | -0.06% | – |
| XMVM | Exit | INVESCO EXCHANGE TRADED FD Ts&p mdcp vlu mnt | $0 | – | -1,878 | -100.0% | -0.06% | – |
| LRGF | Exit | ISHARES TRu s equity factr | $0 | – | -2,029 | -100.0% | -0.07% | – |
| SMLF | Exit | ISHARES TRus sml cap eqt | $0 | – | -1,781 | -100.0% | -0.07% | – |
| JPME | Exit | J P MORGAN EXCHANGE TRADED Fdiversfed rtrn | $0 | – | -1,131 | -100.0% | -0.07% | – |
| Exit | DIMENSIONAL ETF TRUST | $0 | – | -2,425 | -100.0% | -0.07% | – | |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -524 | -100.0% | -0.08% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -631 | -100.0% | -0.08% | – |
| MGV | Exit | VANGUARD WORLD FDmega cap val etf | $0 | – | -1,154 | -100.0% | -0.09% | – |
| JPSE | Exit | J P MORGAN EXCHANGE TRADED Fdiversfd eqt etf | $0 | – | -3,050 | -100.0% | -0.09% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -450 | -100.0% | -0.09% | – |
| USTB | Exit | VICTORY PORTFOLIOS IIshort trm bd etf | $0 | – | -2,786 | -100.0% | -0.10% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -1,678 | -100.0% | -0.11% | – |
| QAI | Exit | INDEXIQ ETF TRhedge mlti etf | $0 | – | -5,055 | -100.0% | -0.12% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -355 | -100.0% | -0.12% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -1,111 | -100.0% | -0.12% | – |
| SLYV | Exit | SPDR SER TRs&p 600 smcp val | $0 | – | -2,259 | -100.0% | -0.12% | – |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -1,929 | -100.0% | -0.13% | – |
| Exit | DIMENSIONAL ETF TRUSTus small cap val | $0 | – | -6,750 | -100.0% | -0.13% | – | |
| Exit | DIMENSIONAL ETF TRUSTus high profitab | $0 | – | -6,761 | -100.0% | -0.13% | – | |
| IMCG | Exit | ISHARES TRmrgstr md cp grw | $0 | – | -3,296 | -100.0% | -0.14% | – |
| ESGA | Exit | AMERICAN CENTY ETF TRsustainable eqty | $0 | – | -3,600 | -100.0% | -0.15% | – |
| Exit | DIMENSIONAL ETF TRUSTintl core equity | $0 | – | -8,380 | -100.0% | -0.15% | – | |
| VXF | Exit | VANGUARD INDEX FDSextend mkt etf | $0 | – | -1,410 | -100.0% | -0.15% | – |
| PFE | Exit | PFIZER INC | $0 | – | -6,276 | -100.0% | -0.16% | – |
| WPC | Exit | WP CAREY INC | $0 | – | -4,005 | -100.0% | -0.16% | – |
| TFLO | Exit | ISHARES TRtrs flt rt bd | $0 | – | -4,347 | -100.0% | -0.17% | – |
| XMHQ | Exit | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $0 | – | -2,880 | -100.0% | -0.18% | – |
| XMLV | Exit | INVESCO EXCH TRADED FD TR IIs&p midcp low | $0 | – | -4,753 | -100.0% | -0.18% | – |
| ANGL | Exit | VANECK ETF TRUSTfallen angel hg | $0 | – | -8,689 | -100.0% | -0.18% | – |
| SPSM | Exit | SPDR SER TRportfolio s&p600 | $0 | – | -6,517 | -100.0% | -0.18% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -644 | -100.0% | -0.18% | – |
| XSLV | Exit | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $0 | – | -6,279 | -100.0% | -0.19% | – |
| ISCG | Exit | ISHARES TRmrgstr sm cp gr | $0 | – | -6,428 | -100.0% | -0.19% | – |
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -5,656 | -100.0% | -0.19% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -1,089 | -100.0% | -0.20% | – |
| SPGP | Exit | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $0 | – | -2,849 | -100.0% | -0.20% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -2,002 | -100.0% | -0.20% | – |
| DDWM | Exit | WISDOMTREE TRcurrncy int eq | $0 | – | -8,674 | -100.0% | -0.20% | – |
| JHMM | Exit | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $0 | – | -5,677 | -100.0% | -0.20% | – |
| Exit | GENERAL ELECTRIC CO | $0 | – | -2,442 | -100.0% | -0.20% | – | |
| XSMO | Exit | INVESCO EXCHANGE TRADED FD Ts&p smlcp moment | $0 | – | -5,682 | -100.0% | -0.21% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -953 | -100.0% | -0.22% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -1,156 | -100.0% | -0.22% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -2,223 | -100.0% | -0.22% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -4,471 | -100.0% | -0.23% | – |
| PFM | Exit | INVESCO EXCHANGE TRADED FD Tdivid achievev | $0 | – | -8,504 | -100.0% | -0.24% | – |
| PENN | Exit | PENN ENTERTAINMENT INC | $0 | – | -13,687 | -100.0% | -0.24% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -8,068 | -100.0% | -0.24% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -7,113 | -100.0% | -0.27% | – |
| CCL | Exit | CARNIVAL CORP | $0 | – | -26,348 | -100.0% | -0.28% | – |
| IYW | Exit | ISHARES TRu.s. tech etf | $0 | – | -3,487 | -100.0% | -0.28% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -1,374 | -100.0% | -0.28% | – |
| QQQM | Exit | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $0 | – | -2,585 | -100.0% | -0.29% | – |
| JHML | Exit | JOHN HANCOCK EXCHANGE TRADEDmltfctr lrg cap | $0 | – | -7,318 | -100.0% | -0.30% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -3,797 | -100.0% | -0.30% | – |
| SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -5,635 | -100.0% | -0.31% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -8,551 | -100.0% | -0.31% | – |
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -10,683 | -100.0% | -0.34% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -1,281 | -100.0% | -0.34% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -9,427 | -100.0% | -0.34% | – |
| IUSB | Exit | ISHARES TRcore total usd | $0 | – | -10,256 | -100.0% | -0.34% | – |
| FNDA | Exit | SCHWAB STRATEGIC TRschwab fdt us sc | $0 | – | -11,158 | -100.0% | -0.41% | – |
| VIGI | Exit | VANGUARD WHITEHALL FDSintl dvd etf | $0 | – | -7,888 | -100.0% | -0.43% | – |
| IQLT | Exit | ISHARES TRmsci intl qualty | $0 | – | -16,914 | -100.0% | -0.43% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -4,026 | -100.0% | -0.45% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -3,029 | -100.0% | -0.45% | – |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -8,468 | -100.0% | -0.47% | – |
| SPGI | Exit | S&P GLOBAL INC | $0 | – | -1,739 | -100.0% | -0.48% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -5,507 | -100.0% | -0.53% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDStotal int bd etf | $0 | – | -14,732 | -100.0% | -0.54% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -16,200 | -100.0% | -0.54% | – |
| DFAC | Exit | DIMENSIONAL ETF TRUSTus core equity 2 | $0 | – | -27,805 | -100.0% | -0.55% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -9,330 | -100.0% | -0.56% | – |
| ESGU | Exit | ISHARES TResg awr msci usa | $0 | – | -8,180 | -100.0% | -0.58% | – |
| FNDC | Exit | SCHWAB STRATEGIC TRschwb fdt int sc | $0 | – | -24,176 | -100.0% | -0.59% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -4,343 | -100.0% | -0.62% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -4,400 | -100.0% | -0.70% | – |
| TSLA | Exit | TESLA INC | $0 | – | -3,740 | -100.0% | -0.71% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -3,056 | -100.0% | -0.73% | – |
| EFG | Exit | ISHARES TReafe grwth etf | $0 | – | -11,586 | -100.0% | -0.76% | – |
| UITB | Exit | VICTORY PORTFOLIOS IIcore intermediat | $0 | – | -22,486 | -100.0% | -0.76% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -3,689 | -100.0% | -0.76% | – |
| HEFA | Exit | ISHARES TRhdg msci eafe | $0 | – | -34,329 | -100.0% | -0.79% | – |
| FNDE | Exit | SCHWAB STRATEGIC TRschwb fdt emk lg | $0 | – | -43,093 | -100.0% | -0.86% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -9,054 | -100.0% | -0.90% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -5,625 | -100.0% | -0.92% | – |
| EFV | Exit | ISHARES TReafe value etf | $0 | – | -24,988 | -100.0% | -0.93% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -10,517 | -100.0% | -0.94% | – |
| QUAL | Exit | ISHARES TRmsci usa qlt fct | $0 | – | -9,469 | -100.0% | -0.95% | – |
| XLG | Exit | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $0 | – | -43,040 | -100.0% | -1.11% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -4,141 | -100.0% | -1.24% | – |
| VOT | Exit | VANGUARD INDEX FDSmcap gr idxvip | $0 | – | -8,684 | -100.0% | -1.29% | – |
| MGC | Exit | VANGUARD WORLD FDmega cap index | $0 | – | -11,199 | -100.0% | -1.29% | – |
| COWZ | Exit | PACER FDS TRus cash cows 100 | $0 | – | -41,602 | -100.0% | -1.56% | – |
| FNDX | Exit | SCHWAB STRATEGIC TRschwab fdt us lg | $0 | – | -39,848 | -100.0% | -1.70% | – |
| ICVT | Exit | ISHARES TRconv bd etf | $0 | – | -37,021 | -100.0% | -2.09% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -28,687 | -100.0% | -2.22% | – |
| AAPL | Exit | APPLE INC | $0 | – | -20,282 | -100.0% | -2.64% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -26,561 | -100.0% | -3.22% | – |
| SPLG | Exit | SPDR SER TRportfolio s&p500 | $0 | – | -87,317 | -100.0% | -3.34% | – |
| ONEY | Exit | SPDR SER TRrussell yield | $0 | – | -51,958 | -100.0% | -3.61% | – |
| DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -96,966 | -100.0% | -3.65% | – |
| IHDG | Exit | WISDOMTREE TRitl hdg qtly div | $0 | – | -133,613 | -100.0% | -3.94% | – |
| XSVM | Exit | INVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt | $0 | – | -116,040 | -100.0% | -4.25% | – |
| ILCG | Exit | ISHARES TRmorningstar grwt | $0 | – | -100,273 | -100.0% | -4.55% | – |
| IWY | Exit | ISHARES TRrus tp200 gr etf | $0 | – | -42,526 | -100.0% | -4.97% | – |
| FNDF | Exit | SCHWAB STRATEGIC TRschwb fdt int lg | $0 | – | -212,850 | -100.0% | -5.12% | – |
| MOAT | Exit | VANECK ETF TRUSTmrngstr wde moat | $0 | – | -90,584 | -100.0% | -5.22% | – |
| XMMO | Exit | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $0 | – | -97,804 | -100.0% | -5.99% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -112,841 | -100.0% | -6.07% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 7.7% |
| INVESCO EXCHANGE TRADED FD T | 8 | Q3 2023 | 6.2% |
| ISHARES TR | 8 | Q3 2023 | 5.9% |
| WISDOMTREE TR | 8 | Q3 2023 | 4.9% |
| ISHARES TR | 8 | Q3 2023 | 4.7% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 5.1% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 4.0% |
| SPDR SER TR | 8 | Q3 2023 | 4.1% |
| ISHARES TR | 8 | Q3 2023 | 4.4% |
| ISHARES TR | 8 | Q3 2023 | 5.0% |
View Aspire Wealth Management Corp's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-03-14 |
View Aspire Wealth Management Corp'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.