$109Million
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
AEMB | AMERICAN CENTY ETF TR | 26.39 | 309,300 | 28,984,500 | REDUCED | -1.4 | |
BNDW | VANGUARD SCOTTSDALE FDS | 39.91 | 183,903 | 43,827,700 | REDUCED | -2.07 | |
FBND | FIDELITY MERRIMACK STR TR | 30.74 | 745,072 | 33,759,200 | ADDED | 2.38 | |
FNDA | SCHWAB STRATEGIC TR | 0.87 | 18,800 | 952,596 | UNCHANGED | 0.00 | |
HCOM | HARTFORD FDS EXCHANGE TRADED | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
HD | HOME DEPOT INC | 0.62 | 1,790 | 686,490 | ADDED | 0.28 | |
JNJ | JOHNSON & JOHNSON | 0.31 | 2,161 | 341,925 | UNCHANGED | 0.00 | |
MCBS | METROCITY BANKSHARES INC | 0.67 | 29,648 | 740,014 | UNCHANGED | 0.00 | |
TSLA | TESLA INC | 0.48 | 3,015 | 530,007 | UNCHANGED | 0.00 | |
VEA | VANGUARD TAX-MANAGED FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |