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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | WISDOMTREE TR | $9.8M | 111860 | 7.02% |
| 2 | SCHWAB STRATEGIC TR | $9.0M | 294028 | 6.45% |
| 3 | VANGUARD INDEX FDS | $7.1M | 36092 | 5.06% |
| 4 | ISHARES TR | $6.7M | 72021 | 4.77% |
| 5 | SCHWAB STRATEGIC TR | $6.3M | 206905 | 4.51% |
| 6 | SCHWAB STRATEGIC TR | $6.3M | 225480 | 4.49% |
| 7 | ISHARES TR | $5.7M | 23760 | 4.07% |
| 8 | ISHARES TR | $5.6M | 28994 | 3.97% |
| 9 | VANGUARD ADMIRAL FDS INC | $5.2M | 25721 | 3.75% |
| 10 | VANGUARD WORLD FD | $5.1M | 34891 | 3.61% |
| 11 | SCHWAB STRATEGIC TR | $4.7M | 187051 | 3.35% |
| 12 | VANGUARD INDEX FDS | $4.3M | 13267 | 3.04% |
| 13 | VANGUARD SPECIALIZED FUNDS | $4.1M | 19291 | 2.96% |
| 14 | PROSHARES TR | $3.8M | 43726 | 2.70% |
| 15 | TESLA INC | $3.6M | 9765 | 2.59% |
| 16 | PROSHARES TR | $3.5M | 33153 | 2.51% |
| 17 | WISDOMTREE TR | $3.4M | 37766 | 2.41% |
| 18 | VANGUARD INDEX FDS | $3.0M | 16298 | 2.15% |
| 19 | SCHWAB STRATEGIC TR | $2.8M | 97171 | 2.02% |
| 20 | WISDOMTREE TR | $2.7M | 31005 | 1.91% |
| 21 | VANGUARD WORLD FD | $2.2M | 5981 | 1.57% |
| 22 | ALPS ETF TR | $2.0M | 35838 | 1.43% |
| 23 | EXXON MOBIL CORP | $1.9M | 11117 | 1.35% |
| 24 | VANGUARD INDEX FDS | $1.8M | 4106 | 1.28% |
| 25 | SCHWAB STRATEGIC TR | $1.7M | 66019 | 1.21% |
| 26 | NVIDIA CORPORATION | $1.5M | 8815 | 1.10% |
| 27 | INVESCO EXCH TRD SLF IDX FD | $1.4M | 16029 | 0.99% |
| 28 | SPDR SERIES TRUST | $1.3M | 9764 | 0.94% |
| 29 | APPLE INC | $1.2M | 4897 | 0.89% |
| 30 | INVESCO EXCHANGE TRADED FD T | $1.2M | 6015 | 0.82% |
| 31 | ISHARES TR | $998K | 7022 | 0.71% |
| 32 | SCHWAB STRATEGIC TR | $946K | 30212 | 0.68% |
| 33 | WISDOMTREE TR | $931K | 9828 | 0.67% |
| 34 | CAPITAL GROUP DIVIDEND VALUE | $913K | 21485 | 0.65% |
| 35 | J P MORGAN EXCHANGE TRADED F | $856K | 6578 | 0.61% |
| 36 | SCHWAB STRATEGIC TR | $787K | 28950 | 0.56% |
| 37 | INVESCO EXCHANGE TRADED FD T | $727K | 13341 | 0.52% |
| 38 | AMAZON COM INC | $706K | 3392 | 0.50% |
| 39 | VANGUARD INDEX FDS | $674K | 2256 | 0.48% |
| 40 | CHEVRON CORPORATION | $663K | 3205 | 0.47% |
| 41 | SHELL PLC | $627K | 6748 | 0.45% |
| 42 | MICROSOFT CORP | $614K | 1659 | 0.44% |
| 43 | VANGUARD INDEX FDS | $598K | 2756 | 0.43% |
| 44 | SPDR SERIES TRUST | $584K | 3283 | 0.42% |
| 45 | SPDR SERIES TRUST | $569K | 3316 | 0.41% |
| 46 | JOHN HANCOCK EXCHANGE TRADED | $509K | 6512 | 0.36% |
| 47 | INVESCO EXCH TRADED FD TR II | $506K | 8041 | 0.36% |
| 48 | OREILLY AUTOMOTIVE INC | $504K | 5460 | 0.36% |
| 49 | ISHARES TR | $490K | 6987 | 0.35% |
| 50 | VANGUARD INDEX FDS | $438K | 734 | 0.31% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.