$157Million
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
AAPL | APPLE INC | 1.34 | 10,917 | 2,101,940 | ADDED | 1.75 | |
AAXJ | ISHARES TR | 0.20 | 2,912 | 315,690 | NEW | ||
AAXJ | ISHARES TR | 0.20 | 2,951 | 311,124 | NEW | ||
ABEQ | UNIFIED SER TR | 1.09 | 46,217 | 1,710,460 | REDUCED | -27.91 | |
ACWF | ISHARES TR | 0.71 | 32,480 | 1,113,740 | NEW | ||
AEMB | AMERICAN CENTY ETF TR | 0.60 | 16,775 | 945,942 | NEW | ||
AEMB | AMERICAN CENTY ETF TR | 0.47 | 14,610 | 745,987 | NEW | ||
AFTY | PACER FDS TR | 0.22 | 6,647 | 345,563 | REDUCED | -14.45 | |
AGG | ISHARES TR | 11.99 | 190,298 | 18,866,900 | ADDED | 42.29 | |
AGG | ISHARES TR | 0.34 | 3,995 | 542,091 | REDUCED | -10.71 | |
AGG | ISHARES TR | 0.14 | 1,620 | 220,062 | NEW | ||
AGG | ISHARES TR | 0.13 | 1,936 | 208,117 | REDUCED | -17.16 | |
AGG | ISHARES TR | 0.13 | 424 | 202,525 | REDUCED | -31.39 | |
AGT | ISHARES TR | 0.44 | 19,375 | 691,494 | NEW | ||
AGT | ISHARES TR | 0.25 | 3,746 | 393,030 | UNCHANGED | 0.00 | |
AMPS | ISHARES TR | 2.24 | 35,695 | 3,519,140 | REDUCED | -10.9 | |
AMPS | ISHARES TR | 1.61 | 32,394 | 2,527,700 | NEW | ||
AMPS | ISHARES TR | 0.70 | 15,883 | 1,101,330 | NEW | ||
AMZN | AMAZON COM INC | 0.25 | 2,585 | 392,765 | REDUCED | -3.00 | |
AOA | ISHARES TR | 0.18 | 5,340 | 280,777 | REDUCED | -1.77 | |
BIL | SPDR SER TR | 3.04 | 36,258 | 4,790,420 | REDUCED | -26.68 | |
BIV | VANGUARD BD INDEX FDS | 10.18 | 207,901 | 16,012,500 | ADDED | 49.84 | |
BIV | VANGUARD BD INDEX FDS | 0.23 | 4,743 | 362,294 | REDUCED | -19.43 | |
BIV | VANGUARD BD INDEX FDS | 0.17 | 3,664 | 269,487 | UNCHANGED | 0.00 | |
BIV | VANGUARD BD INDEX FDS | 0.17 | 3,545 | 264,357 | REDUCED | -21.38 | |
BNDW | VANGUARD SCOTTSDALE FDS | 0.47 | 16,064 | 744,725 | REDUCED | -11.72 | |
BNDW | VANGUARD SCOTTSDALE FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
BNDX | VANGUARD CHARLOTTE FDS | 3.46 | 110,269 | 5,443,420 | ADDED | 186 | |
BRKA | BERKSHIRE HATHAWAY INC DEL | 0.28 | 1,250 | 445,973 | UNCHANGED | 0.00 | |
CDC | VICTORY PORTFOLIOS II | 0.18 | 6,101 | 286,198 | UNCHANGED | 0.00 | |
CSD | INVESCO EXCHANGE TRADED FD T | 1.00 | 41,937 | 1,572,230 | REDUCED | -9.5 | |
CSD | INVESCO EXCHANGE TRADED FD T | 0.71 | 31,964 | 1,116,470 | REDUCED | -8.42 | |
CWI | SPDR INDEX SHS FDS | 0.46 | 22,852 | 723,048 | REDUCED | -10.01 | |
CWI | SPDR INDEX SHS FDS | 0.14 | 6,460 | 219,705 | REDUCED | -30.81 | |
DFAC | DIMENSIONAL ETF TRUST | 3.32 | 178,933 | 5,230,210 | ADDED | 1,639 | |
DFAC | DIMENSIONAL ETF TRUST | 1.62 | 68,385 | 2,545,290 | NEW | ||
DFAC | DIMENSIONAL ETF TRUST | 1.60 | 88,097 | 2,520,460 | NEW | ||
DFAC | DIMENSIONAL ETF TRUST | 1.44 | 88,515 | 2,259,790 | NEW | ||
DFAC | DIMENSIONAL ETF TRUST | 1.34 | 86,980 | 2,102,300 | REDUCED | -19.37 | |
DFAC | DIMENSIONAL ETF TRUST | 0.72 | 43,940 | 1,127,500 | NEW | ||
DFAC | DIMENSIONAL ETF TRUST | 0.70 | 32,204 | 1,106,530 | NEW | ||
ECON | COLUMBIA ETF TR II | 0.64 | 33,174 | 1,004,180 | REDUCED | -10.7 | |
EMGF | ISHARES INC | 3.65 | 103,585 | 5,739,640 | REDUCED | -18.6 | |
FNDA | SCHWAB STRATEGIC TR | 2.85 | 85,997 | 4,489,060 | REDUCED | -32.82 | |
FNDA | SCHWAB STRATEGIC TR | 2.79 | 125,997 | 4,392,250 | REDUCED | -30.07 | |
FNDA | SCHWAB STRATEGIC TR | 2.52 | 81,727 | 3,959,670 | REDUCED | -19.69 | |
FNDA | SCHWAB STRATEGIC TR | 0.55 | 34,867 | 864,352 | REDUCED | -19.29 | |
FNDA | SCHWAB STRATEGIC TR | 0.46 | 19,543 | 722,309 | REDUCED | -13.54 | |
FNDA | SCHWAB STRATEGIC TR | 0.46 | 15,435 | 719,567 | REDUCED | -15.08 | |
FNDA | SCHWAB STRATEGIC TR | 0.45 | 15,121 | 714,316 | REDUCED | -13.52 | |
HD | HOME DEPOT INC | 0.51 | 2,314 | 801,988 | UNCHANGED | 0.00 | |
HLGE | LATTICE STRATEGIES TR | 2.22 | 127,477 | 3,495,420 | REDUCED | -17.59 | |
HLGE | LATTICE STRATEGIES TR | 0.76 | 53,315 | 1,192,000 | ADDED | 0.49 | |
HLGE | LATTICE STRATEGIES TR | 0.57 | 20,370 | 896,076 | REDUCED | -5.26 | |
IBCE | ISHARES TR | 1.62 | 16,231 | 2,546,480 | NEW | ||
JNJ | JOHNSON & JOHNSON | 0.14 | 1,441 | 225,857 | ADDED | 0.07 | |
JPM | JPMORGAN CHASE & CO | 0.21 | 1,902 | 323,530 | UNCHANGED | 0.00 | |
KO | COCA COLA CO | 0.62 | 16,616 | 979,169 | REDUCED | -4.18 | |
MSFT | MICROSOFT CORP | 0.29 | 1,218 | 458,118 | ADDED | 0.5 | |
NUE | NUCOR CORP | 0.24 | 2,172 | 378,015 | UNCHANGED | 0.00 | |
PEP | PEPSICO INC | 0.18 | 1,676 | 284,652 | ADDED | 3.97 | |
SON | SONOCO PRODS CO | 0.26 | 7,245 | 404,778 | UNCHANGED | 0.00 | |
SPY | SPDR S&P 500 ETF TR | 0.31 | 1,037 | 492,948 | ADDED | 0.39 | |
VEA | VANGUARD TAX-MANAGED FDS | 4.95 | 171,732 | 7,784,900 | ADDED | 20.67 | |
VEU | VANGUARD INTL EQUITY INDEX F | 2.80 | 107,182 | 4,405,180 | REDUCED | -7.05 | |
VEU | VANGUARD INTL EQUITY INDEX F | 0.13 | 2,478 | 210,045 | REDUCED | -17.23 | |
VOO | VANGUARD INDEX FDS | 5.05 | 36,436 | 7,948,410 | REDUCED | -24.12 | |
VOO | VANGUARD INDEX FDS | 4.68 | 34,874 | 7,364,580 | REDUCED | -0.45 | |
VOO | VANGUARD INDEX FDS | 4.01 | 14,442 | 6,308,270 | ADDED | 711 | |
VOO | VANGUARD INDEX FDS | 0.71 | 7,469 | 1,116,540 | REDUCED | -25.36 | |
VOO | VANGUARD INDEX FDS | 0.61 | 3,099 | 963,530 | REDUCED | -25.11 | |
VOO | VANGUARD INDEX FDS | 0.16 | 1,056 | 245,668 | NEW | ||
XOM | EXXON MOBIL CORP | 0.14 | 2,131 | 213,105 | ADDED | 0.09 |