$162Million
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
AAPL | APPLE INC | 0.35 | 3,314 | 568,268 | ADDED | 23.84 | |
AAXJ | ISHARES TR | 1.66 | 25,131 | 2,704,080 | ADDED | 2.33 | |
AAXJ | ISHARES TR | 0.69 | 10,867 | 1,127,900 | REDUCED | -0.36 | |
AAXJ | ISHARES TR | 0.69 | 20,892 | 1,118,270 | ADDED | 3.12 | |
AAXJ | ISHARES TR | 0.66 | 19,743 | 1,074,000 | REDUCED | -0.8 | |
AGG | ISHARES TR | 9.48 | 157,130 | 15,423,700 | ADDED | 52.74 | |
AGG | ISHARES TR | 2.32 | 32,938 | 3,764,790 | ADDED | 0.51 | |
AGG | ISHARES TR | 2.18 | 10,488 | 3,538,470 | REDUCED | -4.89 | |
AGG | ISHARES TR | 0.43 | 5,627 | 705,268 | REDUCED | -4.56 | |
AGG | ISHARES TR | 0.21 | 4,069 | 343,572 | ADDED | 2.6 | |
AGG | ISHARES TR | 0.20 | 1,283 | 317,510 | REDUCED | -1.69 | |
AGG | ISHARES TR | 0.18 | 3,982 | 297,929 | UNCHANGED | 0.00 | |
AGT | ISHARES TR | 0.30 | 4,278 | 491,770 | ADDED | 0.35 | |
AGT | ISHARES TR | 0.23 | 5,679 | 375,203 | ADDED | 1.48 | |
AMPS | ISHARES TR | 0.23 | 4,530 | 378,616 | REDUCED | -1.16 | |
AMZN | AMAZON COM INC | 1.69 | 15,269 | 2,754,260 | ADDED | 51.31 | |
AOA | ISHARES TR | 1.37 | 11,410 | 2,226,050 | REDUCED | -1.59 | |
AOA | ISHARES TR | 0.83 | 17,598 | 1,343,060 | ADDED | 1.06 | |
AXTI | AXT INC | 0.04 | 13,366 | 61,351 | UNCHANGED | 0.00 | |
BA | BOEING CO | 0.16 | 1,318 | 254,318 | ADDED | 3.53 | |
BIL | SPDR SER TR | 8.04 | 463,026 | 13,076,400 | REDUCED | -19.44 | |
BIL | SPDR SER TR | 5.28 | 139,297 | 8,581,900 | REDUCED | -2.53 | |
BIL | SPDR SER TR | 0.32 | 6,444 | 519,105 | ADDED | 13.37 | |
BIV | VANGUARD BD INDEX FDS | 3.07 | 65,086 | 4,993,760 | ADDED | 12.94 | |
BIV | VANGUARD BD INDEX FDS | 1.54 | 34,634 | 2,506,850 | ADDED | 12.48 | |
BIV | VANGUARD BD INDEX FDS | 1.54 | 33,145 | 2,500,760 | ADDED | 11.17 | |
BNDW | VANGUARD SCOTTSDALE FDS | 1.72 | 61,190 | 2,792,810 | ADDED | 10.21 | |
BNDW | VANGUARD SCOTTSDALE FDS | 0.22 | 4,235 | 360,190 | REDUCED | -2.69 | |
BNDW | VANGUARD SCOTTSDALE FDS | 0.14 | 3,806 | 221,029 | NEW | ||
BNDX | VANGUARD CHARLOTTE FDS | 3.44 | 113,483 | 5,585,870 | ADDED | 11.21 | |
DFAC | DIMENSIONAL ETF TRUST | 1.21 | 41,618 | 1,972,280 | ADDED | 6.1 | |
DFAC | DIMENSIONAL ETF TRUST | 1.20 | 46,378 | 1,958,040 | ADDED | 1.38 | |
DFAC | DIMENSIONAL ETF TRUST | 0.68 | 48,970 | 1,098,800 | ADDED | 2.64 | |
DIA | SPDR DOW JONES INDL AVERAGE | 0.37 | 1,514 | 602,062 | ADDED | 0.46 | |
EMGF | ISHARES INC | 0.56 | 17,553 | 902,073 | ADDED | 0.56 | |
EMGF | ISHARES INC | 0.17 | 4,729 | 272,248 | REDUCED | -0.94 | |
IBCE | ISHARES TR | 0.75 | 7,431 | 1,221,290 | ADDED | 2.54 | |
IBCE | ISHARES TR | 0.18 | 1,603 | 300,411 | REDUCED | -0.31 | |
META | META PLATFORMS INC | 0.22 | 723 | 351,169 | ADDED | 13.86 | |
MSFT | MICROSOFT CORP | 0.45 | 1,746 | 734,422 | ADDED | 18.45 | |
NVDA | NVIDIA CORPORATION | 0.32 | 573 | 517,764 | ADDED | 24.84 | |
PHYS | SPROTT PHYSICAL GOLD TR | 0.18 | 17,154 | 296,764 | UNCHANGED | 0.00 | |
PLTR | PALANTIR TECHNOLOGIES INC | 0.13 | 9,006 | 207,224 | NEW | ||
QQQ | INVESCO QQQ TR | 0.62 | 2,273 | 1,009,220 | ADDED | 0.04 | |
SPY | SPDR S&P 500 ETF TR | 0.47 | 1,447 | 762,047 | ADDED | 1.54 | |
TJX | TJX COS INC NEW | 0.55 | 8,802 | 892,678 | ADDED | 0.08 | |
VEA | VANGUARD TAX-MANAGED FDS | 11.71 | 379,503 | 19,046,200 | ADDED | 10.26 | |
VEU | VANGUARD INTL EQUITY INDEX F | 3.65 | 141,974 | 5,939,150 | ADDED | 12.32 | |
VOO | VANGUARD INDEX FDS | 11.64 | 54,995 | 18,936,300 | ADDED | 8.87 | |
VOO | VANGUARD INDEX FDS | 10.12 | 101,171 | 16,459,700 | ADDED | 8.54 | |
VOO | VANGUARD INDEX FDS | 2.84 | 20,185 | 4,612,570 | ADDED | 7.44 | |
VOO | VANGUARD INDEX FDS | 1.66 | 5,705 | 2,703,380 | REDUCED | -4.33 | |
VOO | VANGUARD INDEX FDS | 0.25 | 1,557 | 404,649 | ADDED | 14.99 | |
XXII | 22ND CENTY GROUP INC | 0.00 | 1,350 | 2,593 | UNCHANGED | 0.00 | |
BERKSHIRE HATHAWAY INC DEL | 0.39 | 1.00 | 634,440 | UNCHANGED | 0.00 | ||
BERKSHIRE HATHAWAY INC DEL | 0.35 | 1,361 | 572,328 | ADDED | 2.56 | ||
NORTHEAST BK LEWISTON ME | 0.14 | 3,991 | 220,858 | UNCHANGED | 0.00 |