My Portfolio Guide

My Portfolio Guide as of March 31, 2026

Portfolio Holdings for My Portfolio Guide

My Portfolio Guide holds 166 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust State Street Spd (SPAB) 16.3 $29M 1.1M 25.62
World Gold Tr Spdr Gld Minis (GLDM) 10.4 $19M 203k 92.66
Spdr Series Trust State Street Spd (SPSM) 9.0 $16M 337k 48.32
Spdr Series Trust State Street Spd (SPYM) 8.0 $15M 189k 76.54
Spdr Series Trust State Street Spd (SPMD) 6.5 $12M 198k 59.23
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 6.4 $12M 401k 28.71
Ishares Tr Eafe Grwth Etf (EFG) 6.2 $11M 101k 111.38
Spdr Index Shs Fds State Street Spd (SPEM) 4.9 $8.9M 190k 46.91
First Tr Exchange Traded Smid Risng Etf (SDVY) 4.5 $8.2M 209k 39.43
Apple (AAPL) 3.9 $7.1M 28k 253.79
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) 3.3 $5.9M 238k 24.78
Spdr Series Trust State Street Spd (SPIB) 2.6 $4.6M 138k 33.54
Spdr Series Trust State Street Spd (SPTL) 2.0 $3.7M 140k 26.31
Ishares Tr Msci Poland Etf (EPOL) 1.6 $2.8M 78k 36.49
Vaneck Merk Gold Etf Gold Shs (OUNZ) 1.5 $2.7M 59k 45.05
Ishares Tr Cre U S Reit Etf (USRT) 1.4 $2.5M 42k 59.19
First Tr Exchange Traded Risng Divd Achiv (RDVY) 1.4 $2.5M 36k 68.17
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.2 $2.2M 27k 82.77
ConocoPhillips (COP) 0.6 $1.1M 8.1k 132.00
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.6 $1.1M 14k 75.10
Qualcomm (QCOM) 0.6 $1.0M 8.0k 128.78
Invesco Db Commdy Indx Trck Unit (DBC) 0.4 $700k 24k 28.95
Microsoft Corporation (MSFT) 0.4 $689k 1.8k 372.77
Ford Motor Company (F) 0.3 $587k 51k 11.54
Ishares Tr Calif Mun Bd Etf (CMF) 0.3 $564k 9.9k 56.86
Pfizer (PFE) 0.3 $558k 20k 28.08
Ryder System (R) 0.3 $554k 2.7k 204.73
Altria (MO) 0.3 $552k 8.4k 65.99
Wp Carey (WPC) 0.3 $511k 7.5k 67.96
Philip Morris International (PM) 0.3 $508k 3.1k 165.33
NVIDIA Corporation (NVDA) 0.3 $478k 2.7k 174.37
Ubs Group SHS (UBS) 0.3 $464k 12k 39.07
Southern Company (SO) 0.3 $455k 4.7k 96.51
Vertiv Holdings Com Cl A (VRT) 0.2 $443k 1.8k 250.59
CVS Caremark Corporation (CVS) 0.2 $354k 4.9k 71.82
Alphabet Cap Stk Cl A (GOOGL) 0.2 $314k 1.1k 287.64
Chevron Corporation (CVX) 0.2 $308k 1.5k 206.90
Bank of America Corporation (BAC) 0.1 $261k 5.4k 48.75
Amazon (AMZN) 0.1 $239k 1.1k 208.27
Broadcom (AVGO) 0.1 $231k 745.00 309.66
Eli Lilly & Co. (LLY) 0.1 $203k 221.00 919.16
Sofi Technologies (SOFI) 0.1 $201k 13k 15.88
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $188k 586.00 320.96
Lockheed Martin Corporation (LMT) 0.1 $171k 283.00 605.43
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $171k 263.00 650.86
Oklo Com Cl A (OKLO) 0.1 $148k 3.0k 49.59
Costco Wholesale Corporation (COST) 0.1 $133k 134.00 994.26
Arista Networks Com Shs (ANET) 0.1 $126k 1.0k 122.78
Palantir Technologies Cl A (PLTR) 0.1 $125k 851.00 146.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $113k 236.00 479.20
Archer Aviation Com Cl A (ACHR) 0.1 $101k 20k 5.17
Select Sector Spdr Tr State Street Tec (XLK) 0.0 $90k 677.00 132.85
Tesla Motors (TSLA) 0.0 $85k 229.00 371.75
At&t (T) 0.0 $84k 2.9k 28.99
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $84k 942.00 88.65
Strategy Cl A New (MSTR) 0.0 $83k 668.00 124.80
Exxon Mobil Corporation (XOM) 0.0 $83k 491.00 169.73
Palo Alto Networks (PANW) 0.0 $79k 490.00 160.32
Kratos Defense & Sec Solutio Com New (KTOS) 0.0 $74k 1.1k 70.51
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $71k 1.7k 41.68
Ishares Tr Core 60/40 Balan (AOR) 0.0 $67k 1.0k 64.37
Netflix (NFLX) 0.0 $63k 650.00 96.15
Meta Platforms Cl A (META) 0.0 $60k 106.00 569.50
Abbvie (ABBV) 0.0 $57k 264.00 217.29
First Tr Exchange-traded Core Investment (FTCB) 0.0 $54k 2.6k 20.96
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.0 $54k 572.00 93.67
JPMorgan Chase & Co. (JPM) 0.0 $51k 173.00 293.56
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.0 $51k 1.2k 43.60
Cisco Systems (CSCO) 0.0 $50k 643.00 77.64
Coca-Cola Company (KO) 0.0 $49k 647.00 76.00
First Tr Exchange-traded Growth Strength (FTGS) 0.0 $45k 1.3k 34.04
Abbott Laboratories (ABT) 0.0 $43k 419.00 102.61
Ishares Tr Future Ai & Tech (ARTY) 0.0 $41k 882.00 46.53
Alphabet Cap Stk Cl C (GOOG) 0.0 $41k 141.00 287.11
UnitedHealth (UNH) 0.0 $38k 141.00 270.13
Visa Com Cl A (V) 0.0 $38k 125.00 302.75
First Tr Exchange-traded Mngd Futrs Strgy (FMF) 0.0 $38k 740.00 50.64
FedEx Corporation (FDX) 0.0 $37k 104.00 356.67
First Tr Exchange-traded Lng Dur Oprtun (LGOV) 0.0 $36k 1.7k 21.57
First Tr Exchange-traded Intermediate Dur (FIIG) 0.0 $36k 1.7k 20.75
Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) 0.0 $35k 887.00 39.19
Proshares Tr Ether Etf (EETH) 0.0 $35k 1.3k 25.95
Clorox Company (CLX) 0.0 $33k 318.00 103.47
Enterprise Products Partners (EPD) 0.0 $32k 850.00 37.84
First Tr Exchange-traded SHS (FVD) 0.0 $30k 632.00 47.05
Starbucks Corporation (SBUX) 0.0 $29k 327.00 89.62
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $29k 50.00 578.66
Johnson & Johnson (JNJ) 0.0 $29k 117.00 245.03
Ishares Tr Core 40/60 Moder (AOM) 0.0 $28k 597.00 47.40
3M Company (MMM) 0.0 $28k 194.00 145.12
Home Depot (HD) 0.0 $27k 82.00 330.51
Intel Corporation (INTC) 0.0 $25k 571.00 44.11
First Tr Exchange-traded A Com Shs (FTA) 0.0 $25k 267.00 92.30
Clean Energy Fuels (CLNE) 0.0 $24k 9.9k 2.48
Dell Technologies CL C (DELL) 0.0 $24k 146.00 164.23
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.0 $24k 481.00 49.85
First Tr Exchange-traded Limited Duration (FSIG) 0.0 $24k 1.3k 18.94
Ishares Msci Emrg Chn (EMXC) 0.0 $23k 289.00 78.66
Vistra Energy (VST) 0.0 $23k 151.00 149.89
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $21k 266.00 77.11
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR) 0.0 $21k 607.00 33.75
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.0 $20k 218.00 92.71
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG) 0.0 $20k 520.00 38.60
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) 0.0 $18k 202.00 87.03
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.0 $18k 250.00 70.29
First Tr Exch Trd Alphdx Europe Alphadex (FEP) 0.0 $17k 311.00 54.63
Wells Fargo & Company (WFC) 0.0 $17k 212.00 79.65
Advanced Micro Devices (AMD) 0.0 $16k 79.00 203.43
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $15k 25.00 601.12
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $15k 300.00 49.81
Boeing Company (BA) 0.0 $13k 67.00 199.03
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $13k 56.00 234.04
Spdr Gold Tr Gold Shs (GLD) 0.0 $13k 30.00 430.30
Mastercard Incorporated Cl A (MA) 0.0 $13k 25.00 499.68
First Tr Exch Trd Alphdx Japan Alphadex (FJP) 0.0 $12k 166.00 72.68
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) 0.0 $12k 399.00 29.92
First Tr Exchange Traded Nasdaq Bk Etf (FTXO) 0.0 $11k 310.00 36.12
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.0 $11k 55.00 201.24
Target Corporation (TGT) 0.0 $11k 87.00 120.54
Morgan Stanley Com New (MS) 0.0 $9.3k 56.00 165.55
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $8.8k 37.00 237.95
Hims & Hers Health Com Cl A (HIMS) 0.0 $8.3k 400.00 20.76
Realty Income (O) 0.0 $7.9k 129.00 61.22
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $7.5k 100.00 75.48
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $6.9k 20.00 343.60
Ameren Corporation (AEE) 0.0 $6.8k 62.00 109.40
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $6.7k 120.00 55.52
Wal-Mart Stores (WMT) 0.0 $6.2k 50.00 124.54
Halliburton Company (HAL) 0.0 $6.1k 156.00 38.91
Constellation Energy (CEG) 0.0 $5.9k 21.00 280.67
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $5.8k 30.00 191.93
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.0 $5.5k 150.00 36.81
Atyr Pharma Com New (ATYR) 0.0 $5.5k 7.0k 0.78
Carnival Corp Common Stock (CCL) 0.0 $5.4k 209.00 25.90
Wisdomtree Tr Efficient Gld Pl (GDMN) 0.0 $4.9k 48.00 101.19
Norwegian Cruise Line Hldgs SHS (NCLH) 0.0 $4.7k 250.00 18.70
Guardant Health (GH) 0.0 $4.6k 50.00 92.38
Arm Holdings Sponsored Ads (ARM) 0.0 $4.5k 30.00 151.27
Direxion Shares Etf Trust Daily Small Cap (TNA) 0.0 $4.4k 100.00 44.18
Bitwise Ethereum Etf SHS (ETHW) 0.0 $4.0k 265.00 15.00
Allstate Corporation (ALL) 0.0 $3.8k 18.00 210.39
Walt Disney Company (DIS) 0.0 $3.7k 38.00 96.37
Robinhood Mkts Com Cl A (HOOD) 0.0 $3.5k 50.00 69.30
Occidental Petroleum Corporation (OXY) 0.0 $3.3k 50.00 65.36
Capital One Financial (COF) 0.0 $2.6k 14.00 184.93
Super Micro Computer Com New (SMCI) 0.0 $2.6k 113.00 22.77
Merck & Co (MRK) 0.0 $1.9k 16.00 120.31
salesforce (CRM) 0.0 $1.9k 10.00 186.70
General Motors Company (GM) 0.0 $1.9k 25.00 74.52
Advanced Energy Industries (AEIS) 0.0 $1.6k 5.00 322.80
Block Cl A (XYZ) 0.0 $1.5k 25.00 60.20
Ishares Tr Msci Eafe Etf (EFA) 0.0 $1.5k 15.00 97.13
Williams Companies (WMB) 0.0 $1.5k 20.00 72.80
International Business Machines (IBM) 0.0 $1.2k 5.00 242.40
Roku Com Cl A (ROKU) 0.0 $1.1k 12.00 94.58
PNC Financial Services (PNC) 0.0 $1.0k 5.00 208.00
Ionq Inc Pipe (IONQ) 0.0 $1.0k 35.00 28.83
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $1.0k 30.00 33.50
Honda Motor Adr Ech Cnv In 3 (HMC) 0.0 $851.000500 35.00 24.31
4068594 Enphase Energy (ENPH) 0.0 $756.000000 20.00 37.80
Wisdomtree Tr Efficient Gld Pl (GDE) 0.0 $755.000400 12.00 62.92
Vici Pptys (VICI) 0.0 $683.000000 25.00 27.32
Welltower Inc Com reit (WELL) 0.0 $593.000100 3.00 197.67
Tidal Trust Ii Nicholas Defense 0.0 $434.000000 10.00 43.40
Cleveland-cliffs (CLF) 0.0 $423.000000 50.00 8.46
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $256.000000 1.00 256.00