$271Million
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
AAPL | APPLE INC | 0.63 | 10,030 | 1,719,970 | ADDED | 0.06 | |
AAXJ | ISHARES TR | 0.62 | 15,599 | 1,678,480 | REDUCED | -6.89 | |
AAXJ | ISHARES TR | 0.50 | 42,118 | 1,357,470 | ADDED | 0.56 | |
AAXJ | ISHARES TR | 0.43 | 11,242 | 1,177,350 | ADDED | 11.09 | |
AAXJ | ISHARES TR | 0.34 | 9,895 | 914,539 | REDUCED | -0.73 | |
AAXJ | ISHARES TR | 0.16 | 4,207 | 437,399 | ADDED | 0.43 | |
AAXJ | ISHARES TR | 0.13 | 6,964 | 359,350 | ADDED | 2.7 | |
AAXJ | ISHARES TR | 0.09 | 3,358 | 237,320 | ADDED | 0.21 | |
ACWF | ISHARES TR | 3.76 | 175,899 | 10,212,700 | REDUCED | -1.27 | |
ACWF | ISHARES TR | 1.02 | 60,483 | 2,757,430 | ADDED | 1.36 | |
ACWF | ISHARES TR | 0.16 | 8,692 | 427,814 | ADDED | 4.95 | |
AFK | VANECK ETF TRUST | 0.10 | 11,701 | 262,225 | REDUCED | -1.8 | |
AGG | ISHARES TR | 4.43 | 122,824 | 12,029,400 | ADDED | 2.1 | |
AGG | ISHARES TR | 1.67 | 74,627 | 4,532,860 | ADDED | 406 | |
AGG | ISHARES TR | 1.51 | 22,836 | 4,090,210 | REDUCED | -4.26 | |
AGG | ISHARES TR | 0.24 | 5,648 | 662,013 | REDUCED | -5.17 | |
AGG | ISHARES TR | 0.22 | 2,190 | 592,929 | ADDED | 0.14 | |
AGG | ISHARES TR | 0.21 | 5,376 | 577,487 | ADDED | 0.13 | |
AGG | ISHARES TR | 0.20 | 4,576 | 541,345 | REDUCED | -1.74 | |
AGG | ISHARES TR | 0.18 | 4,538 | 501,548 | REDUCED | -3.94 | |
AGG | ISHARES TR | 0.18 | 4,024 | 495,683 | ADDED | 1.8 | |
AGG | ISHARES TR | 0.18 | 3,667 | 479,328 | ADDED | 0.11 | |
AGG | ISHARES TR | 0.13 | 3,157 | 364,021 | ADDED | 0.25 | |
AGG | ISHARES TR | 0.12 | 1,486 | 312,498 | ADDED | 0.07 | |
AGG | ISHARES TR | 0.10 | 2,827 | 267,564 | REDUCED | -7.19 | |
AGG | ISHARES TR | 0.09 | 2,564 | 233,972 | REDUCED | -6.15 | |
AGG | ISHARES TR | 0.09 | 2,995 | 239,205 | UNCHANGED | 0.00 | |
AGT | ISHARES TR | 0.84 | 45,413 | 2,268,380 | ADDED | 1.64 | |
AGT | ISHARES TR | 0.60 | 24,152 | 1,621,310 | ADDED | 9.93 | |
AMPS | ISHARES TR | 1.01 | 24,800 | 2,733,220 | ADDED | 4.84 | |
AMPS | ISHARES TR | 0.16 | 4,372 | 434,750 | UNCHANGED | 0.00 | |
AZN | ASTRAZENECA PLC | 0.10 | 4,173 | 282,721 | UNCHANGED | 0.00 | |
BAB | INVESCO EXCH TRADED FD TR II | 0.55 | 70,729 | 1,495,910 | ADDED | 3.06 | |
BAPR | INNOVATOR ETFS TRUST | 0.10 | 7,858 | 262,611 | UNCHANGED | 0.00 | |
BAPR | INNOVATOR ETFS TRUST | 0.09 | 7,974 | 245,559 | NEW | ||
BAPR | INNOVATOR ETFS TRUST | 0.08 | 6,872 | 226,399 | UNCHANGED | 0.00 | |
BGRN | ISHARES TR | 3.27 | 242,807 | 8,884,310 | ADDED | 2.46 | |
BIL | SPDR SER TR | 0.58 | 33,285 | 1,579,040 | REDUCED | -1.66 | |
BIL | SPDR SER TR | 0.32 | 11,861 | 867,642 | REDUCED | -0.15 | |
BIL | SPDR SER TR | 0.22 | 22,743 | 584,257 | REDUCED | -0.19 | |
BIV | VANGUARD BD INDEX FDS | 3.87 | 139,479 | 10,516,700 | ADDED | 2.56 | |
BIV | VANGUARD BD INDEX FDS | 0.98 | 34,810 | 2,668,850 | REDUCED | -0.96 | |
BIV | VANGUARD BD INDEX FDS | 0.76 | 28,473 | 2,067,980 | REDUCED | -1.84 | |
BNDW | VANGUARD SCOTTSDALE FDS | 1.24 | 73,614 | 3,357,550 | ADDED | 0.09 | |
BNDW | VANGUARD SCOTTSDALE FDS | 0.43 | 14,439 | 1,162,510 | ADDED | 67.25 | |
BNDW | VANGUARD SCOTTSDALE FDS | 0.25 | 8,842 | 683,600 | ADDED | 0.5 | |
BNDW | VANGUARD SCOTTSDALE FDS | 0.12 | 5,371 | 314,454 | REDUCED | -3.42 | |
BNDX | VANGUARD CHARLOTTE FDS | 3.07 | 169,575 | 8,341,420 | ADDED | 2.19 | |
BSAE | INVESCO EXCH TRD SLF IDX FD | 0.21 | 28,432 | 580,874 | REDUCED | -4.58 | |
BSAE | INVESCO EXCH TRD SLF IDX FD | 0.21 | 27,342 | 573,363 | REDUCED | -9.44 | |
BSAE | INVESCO EXCH TRD SLF IDX FD | 0.18 | 24,867 | 477,686 | REDUCED | -10.02 | |
BSAE | INVESCO EXCH TRD SLF IDX FD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
BUZZ | VANECK ETF TRUST | 0.27 | 13,903 | 726,589 | ADDED | 1.84 | |
CB | CHUBB LIMITED | 0.38 | 3,964 | 1,027,190 | UNCHANGED | 0.00 | |
CSX | CSX CORP | 0.20 | 14,400 | 533,808 | UNCHANGED | 0.00 | |
CWI | SPDR INDEX SHS FDS | 0.12 | 7,674 | 328,582 | REDUCED | -0.92 | |
EDV | VANGUARD WORLD FD | 11.33 | 107,289 | 30,750,100 | REDUCED | -3.3 | |
ES | EVERSOURCE ENERGY | 0.07 | 3,389 | 202,548 | ADDED | 1.04 | |
FNDA | SCHWAB STRATEGIC TR | 2.51 | 130,681 | 6,816,340 | ADDED | 4.27 | |
FNDA | SCHWAB STRATEGIC TR | 0.79 | 23,046 | 2,136,810 | REDUCED | -2.34 | |
FNDA | SCHWAB STRATEGIC TR | 0.54 | 71,607 | 1,453,620 | ADDED | 0.95 | |
FNDA | SCHWAB STRATEGIC TR | 0.17 | 18,429 | 465,325 | REDUCED | -0.77 | |
FNDA | SCHWAB STRATEGIC TR | 0.17 | 5,733 | 462,252 | REDUCED | -16.9 | |
FNDA | SCHWAB STRATEGIC TR | 0.15 | 8,502 | 417,031 | REDUCED | -3.24 | |
FNDA | SCHWAB STRATEGIC TR | 0.14 | 5,905 | 366,476 | REDUCED | -8.46 | |
FNDA | SCHWAB STRATEGIC TR | 0.14 | 8,742 | 388,950 | ADDED | 0.13 | |
GAL | SSGA ACTIVE ETF TR | 2.28 | 146,779 | 6,180,850 | ADDED | 2.41 | |
IBCE | ISHARES TR | 2.37 | 94,682 | 6,425,120 | REDUCED | -0.57 | |
IBCE | ISHARES TR | 0.50 | 28,666 | 1,359,890 | ADDED | 1.7 | |
JNJ | JOHNSON & JOHNSON | 0.14 | 2,403 | 380,096 | REDUCED | -4.22 | |
LLY | ELI LILLY & CO | 0.48 | 1,672 | 1,301,010 | ADDED | 0.42 | |
MSFT | MICROSOFT CORP | 0.09 | 597 | 251,360 | NEW | ||
QQQ | INVESCO QQQ TR | 0.90 | 5,505 | 2,444,260 | REDUCED | -0.76 | |
SPY | SPDR S&P 500 ETF TR | 0.22 | 1,167 | 610,347 | ADDED | 22.2 | |
SRE | SEMPRA | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
VEA | VANGUARD TAX-MANAGED FDS | 1.64 | 88,981 | 4,464,190 | ADDED | 3.8 | |
VEU | VANGUARD INTL EQUITY INDEX F | 8.09 | 374,556 | 21,967,700 | ADDED | 0.87 | |
VEU | VANGUARD INTL EQUITY INDEX F | 0.34 | 21,895 | 914,549 | ADDED | 4.76 | |
VEU | VANGUARD INTL EQUITY INDEX F | 0.29 | 7,100 | 784,566 | ADDED | 0.38 | |
VEU | VANGUARD INTL EQUITY INDEX F | 0.21 | 13,761 | 579,893 | REDUCED | -2.49 | |
VFLQ | VANGUARD WELLINGTON FD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
VIG | VANGUARD SPECIALIZED FUNDS | 0.87 | 12,972 | 2,368,820 | REDUCED | -0.92 | |
VIGI | VANGUARD WHITEHALL FDS | 0.18 | 7,519 | 480,093 | ADDED | 4.87 | |
VOO | VANGUARD INDEX FDS | 8.30 | 128,503 | 22,522,800 | REDUCED | -0.37 | |
VOO | VANGUARD INDEX FDS | 5.19 | 40,923 | 14,085,500 | ADDED | 0.34 | |
VOO | VANGUARD INDEX FDS | 3.92 | 40,767 | 10,628,900 | ADDED | 0.08 | |
VOO | VANGUARD INDEX FDS | 3.36 | 105,406 | 9,115,530 | ADDED | 1.22 | |
VOO | VANGUARD INDEX FDS | 3.04 | 31,721 | 8,244,280 | ADDED | 0.16 | |
VOO | VANGUARD INDEX FDS | 1.32 | 14,992 | 3,594,570 | ADDED | 7.72 | |
VOO | VANGUARD INDEX FDS | 0.44 | 5,030 | 1,186,030 | REDUCED | -0.12 | |
VOO | VANGUARD INDEX FDS | 0.30 | 5,211 | 812,416 | ADDED | 0.97 | |
VOO | VANGUARD INDEX FDS | 0.29 | 4,798 | 781,386 | ADDED | 2.06 | |
VOO | VANGUARD INDEX FDS | 0.26 | 3,070 | 701,780 | ADDED | 6.82 | |
VOO | VANGUARD INDEX FDS | 0.09 | 1,014 | 253,300 | REDUCED | -7.73 | |
VOO | VANGUARD INDEX FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
VTEB | VANGUARD MUN BD FDS | 0.36 | 19,191 | 971,041 | ADDED | 3.9 | |
VTIP | VANGUARD MALVERN FDS | 0.37 | 21,113 | 1,011,110 | ADDED | 14.03 | |
VXUS | VANGUARD STAR FDS | 0.26 | 11,847 | 714,368 | REDUCED | -0.43 | |
BERKSHIRE HATHAWAY INC DEL | 0.21 | 1,378 | 579,477 | REDUCED | -11.89 |