Walkner Condon Financial Advisors

Walkner Condon Financial Advisors as of Sept. 30, 2024

Portfolio Holdings for Walkner Condon Financial Advisors

Walkner Condon Financial Advisors holds 265 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 5.6 $28M 408k 67.51
Ishares Tr Core S&p500 Etf (IVV) 3.7 $18M 32k 576.82
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.2 $16M 424k 37.56
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.1 $15M 29k 527.67
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 3.0 $15M 301k 48.24
First Tr Exchange-traded Cap Strength Etf (FTCS) 2.9 $14M 156k 90.80
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.9 $14M 341k 41.28
Apple (AAPL) 2.8 $14M 58k 232.99
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 2.6 $13M 179k 71.11
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 2.3 $11M 453k 25.13
First Tr Exchange-traded Lng Dur Oprtun (LGOV) 1.7 $8.4M 377k 22.40
Microsoft Corporation (MSFT) 1.6 $8.0M 19k 430.31
Spdr Ser Tr Portfolio S&p600 (SPSM) 1.5 $7.3M 160k 45.50
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.5 $7.2M 106k 67.84
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.5 $7.2M 13k 573.71
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 1.4 $6.9M 88k 78.40
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.4 $6.9M 115k 59.51
Vanguard Index Fds Mid Cap Etf (VO) 1.3 $6.5M 25k 263.83
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.3 $6.5M 122k 52.83
Spdr Ser Tr Portfolio S&p400 (SPMD) 1.3 $6.2M 113k 54.68
Vanguard Index Fds Small Cp Etf (VB) 1.2 $6.1M 26k 237.21
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 1.2 $5.9M 120k 49.41
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 1.1 $5.5M 109k 50.60
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 1.1 $5.4M 215k 25.04
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.1 $5.3M 112k 47.86
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.0 $5.0M 99k 50.74
Spdr Ser Tr Bloomberg Short (BWZ) 1.0 $4.9M 180k 27.54
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.9 $4.5M 61k 73.42
World Gold Tr Spdr Gld Minis (GLDM) 0.9 $4.4M 85k 52.13
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $4.2M 67k 62.32
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.8 $4.1M 135k 30.44
Us Bancorp Del Com New (USB) 0.8 $4.0M 88k 45.73
Ishares Tr Esg Msci Usa Etf (USXF) 0.8 $3.7M 76k 49.08
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.7 $3.6M 29k 125.96
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.7 $3.5M 103k 34.13
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.7 $3.5M 40k 88.28
NVIDIA Corporation (NVDA) 0.7 $3.5M 29k 121.45
Ishares Tr Russell 2000 Etf (IWM) 0.7 $3.3M 15k 220.89
Flexshares Tr Mornstar Upstr (GUNR) 0.7 $3.3M 80k 41.24
Alphabet Cap Stk Cl A (GOOGL) 0.6 $3.2M 19k 165.85
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.6 $3.1M 53k 59.21
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.6 $3.0M 38k 79.42
Ishares Tr Esg Eafe Etf (DMXF) 0.6 $2.9M 41k 72.04
Costco Wholesale Corporation (COST) 0.6 $2.9M 3.3k 886.61
Pimco Etf Tr Multisector Bd (PYLD) 0.6 $2.9M 108k 26.65
Vanguard Wellington Us Multifactor (VFMF) 0.6 $2.8M 22k 130.39
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $2.6M 13k 200.78
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $2.6M 25k 106.19
Spdr Gold Tr Gold Shs (GLD) 0.5 $2.6M 11k 243.06
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.5 $2.5M 54k 46.91
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $2.4M 49k 48.98
Arista Networks (ANET) 0.5 $2.3M 6.0k 383.80
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $2.3M 11k 198.06
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $2.2M 30k 75.11
Alphabet Cap Stk Cl C (GOOG) 0.4 $2.2M 13k 167.18
Ishares Gold Tr Ishares New (IAU) 0.4 $2.1M 43k 49.70
Amazon (AMZN) 0.4 $2.0M 11k 186.36
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $2.0M 6.9k 283.16
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $1.9M 15k 125.62
Spdr Ser Tr Bloomberg Intl T (BWX) 0.4 $1.8M 78k 23.36
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.4 $1.8M 16k 113.29
Ishares Tr Core High Dv Etf (HDV) 0.4 $1.8M 15k 117.62
Vanguard Index Fds Growth Etf (VUG) 0.4 $1.7M 4.5k 383.93
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $1.7M 59k 29.18
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.3 $1.7M 126k 13.43
Veeva Sys Cl A Com (VEEV) 0.3 $1.7M 8.1k 209.69
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $1.6M 17k 97.42
Exxon Mobil Corporation (XOM) 0.3 $1.6M 14k 117.21
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $1.6M 12k 128.20
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.3 $1.5M 25k 61.54
Ishares Tr Esg Msci Leadr (SUSL) 0.3 $1.5M 15k 101.52
Ishares Tr Core Div Grwth (DGRO) 0.3 $1.5M 24k 62.69
Ishares Tr Core Msci Euro (IEUR) 0.3 $1.4M 23k 60.93
Meta Platforms Cl A (META) 0.3 $1.4M 2.5k 572.42
Ishares Tr Egsadvncdmsci Em (EMXF) 0.3 $1.4M 35k 40.52
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.3 $1.4M 31k 45.24
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.3 $1.4M 29k 47.53
T Rowe Price Etf Cap Appreciation (TCAF) 0.3 $1.3M 40k 33.25
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB) 0.3 $1.3M 56k 23.41
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $1.3M 11k 116.92
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.3 $1.3M 49k 26.14
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.3M 2.6k 488.07
Spdr Ser Tr Bloomberg High Y (JNK) 0.3 $1.3M 13k 97.79
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.3 $1.2M 32k 38.55
Ssga Active Tr Spdr Ssga Fxd (FISR) 0.2 $1.2M 46k 26.59
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB) 0.2 $1.2M 42k 28.98
Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $1.2M 24k 50.22
Spdr Ser Tr Bloomberg Emergi (EBND) 0.2 $1.2M 54k 21.27
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $1.1M 14k 84.53
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.2 $1.1M 22k 51.27
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.2 $1.1M 30k 36.38
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.2 $1.1M 38k 29.07
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.2 $1.1M 23k 47.34
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $1.1M 19k 54.93
Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.2 $1.1M 42k 25.41
Ishares Tr Usd Grn Bond Etf (BGRN) 0.2 $1.0M 22k 48.34
Ishares Jp Morgan Em Etf (LEMB) 0.2 $992k 26k 38.47
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $990k 15k 67.70
Vanguard Index Fds Value Etf (VTV) 0.2 $984k 5.6k 174.57
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $982k 42k 23.17
Pimco Etf Tr Enhancd Short (EMNT) 0.2 $974k 9.8k 98.97
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $949k 2.5k 375.38
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $939k 22k 42.84
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.2 $871k 29k 30.15
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $843k 14k 60.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $838k 1.8k 460.26
Eli Lilly & Co. (LLY) 0.2 $829k 935.00 886.09
Ishares Msci Glb Slv&mtl (SLVP) 0.2 $796k 60k 13.28
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $792k 6.3k 126.18
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $785k 15k 50.94
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR) 0.2 $782k 28k 27.83
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $781k 8.5k 91.81
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $771k 9.3k 82.63
JPMorgan Chase & Co. (JPM) 0.2 $767k 3.6k 210.84
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $735k 14k 53.63
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $734k 16k 45.65
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.1 $731k 32k 22.70
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.1 $728k 36k 20.44
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.1 $724k 20k 35.91
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $720k 3.8k 189.80
Spdr Ser Tr Bloomberg Emg Mk (EMHC) 0.1 $708k 28k 25.11
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.1 $693k 17k 41.96
Tesla Motors (TSLA) 0.1 $689k 2.6k 261.57
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $684k 16k 41.72
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $682k 47k 14.67
Procter & Gamble Company (PG) 0.1 $682k 3.9k 173.20
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $679k 8.1k 84.17
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $677k 6.4k 105.63
Home Depot (HD) 0.1 $647k 1.6k 405.25
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $645k 5.4k 120.37
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 0.1 $631k 7.8k 80.48
Ishares Tr Esg Aware Msci (ESML) 0.1 $630k 15k 41.82
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) 0.1 $595k 14k 41.74
McDonald's Corporation (MCD) 0.1 $587k 1.9k 304.49
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.1 $584k 5.6k 104.17
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $580k 6.9k 83.75
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $579k 11k 51.50
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $578k 4.1k 142.04
Broadcom (AVGO) 0.1 $574k 3.3k 172.50
salesforce (CRM) 0.1 $573k 2.1k 273.65
Global X Fds Global X Uranium (URA) 0.1 $570k 20k 28.62
Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $569k 22k 25.64
Amplify Etf Tr Amplify Etho Cli (ETHO) 0.1 $569k 9.5k 59.91
J P Morgan Exchange Traded F Income Etf (JPIE) 0.1 $568k 12k 46.39
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.1 $558k 17k 33.65
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $544k 4.6k 119.59
T Rowe Price Etf Price Grw Stock (TGRW) 0.1 $544k 14k 37.67
Amgen (AMGN) 0.1 $541k 1.7k 322.13
International Business Machines (IBM) 0.1 $540k 2.4k 221.08
Merck & Co (MRK) 0.1 $533k 4.7k 113.57
Pepsi (PEP) 0.1 $530k 3.1k 170.06
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $530k 1.3k 423.12
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $520k 4.8k 108.18
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.1 $512k 3.9k 131.44
Southern Company (SO) 0.1 $512k 5.7k 90.18
First Tr Exchange-traded Managd Mun Etf (FMB) 0.1 $505k 9.7k 51.95
Netflix (NFLX) 0.1 $499k 703.00 709.31
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.1 $498k 3.9k 127.25
First Tr Exchange-traded Wtr Etf (FIW) 0.1 $496k 4.5k 109.33
UnitedHealth (UNH) 0.1 $492k 841.00 584.62
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $491k 4.5k 108.79
Vaneck Etf Trust Rare Earth And S (REMX) 0.1 $478k 10k 46.12
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.1 $473k 10k 45.89
EXACT Sciences Corporation (EXAS) 0.1 $467k 8.0k 58.51
Ishares Tr Global Energ Etf (IXC) 0.1 $466k 12k 40.46
Johnson & Johnson (JNJ) 0.1 $461k 2.8k 162.06
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $459k 6.9k 66.52
Uscf Etf Tr Dividend Inc Fd (UDI) 0.1 $455k 15k 29.91
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $444k 12k 36.13
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.1 $438k 16k 26.97
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.1 $437k 13k 34.59
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $431k 2.5k 174.50
Vanguard World Esg Us Corp Bd (VCEB) 0.1 $425k 6.5k 64.88
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.1 $425k 21k 20.01
Ishares Core Msci Emkt (IEMG) 0.1 $420k 7.3k 57.41
Listed Fd Tr Wahed Ftse Etf (HLAL) 0.1 $419k 8.0k 52.32
First Tr Exchange-traded Limited Duration (FSIG) 0.1 $414k 22k 19.20
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.1 $403k 9.1k 44.30
Wal-Mart Stores (WMT) 0.1 $401k 5.0k 80.73
Vanguard Index Fds Large Cap Etf (VV) 0.1 $389k 1.5k 263.29
Etf Ser Solutions Us Diversified (PPTY) 0.1 $386k 11k 34.35
Caterpillar (CAT) 0.1 $382k 976.00 391.13
Managed Portfolio Series Tortoise Global (TBLU) 0.1 $381k 7.6k 50.12
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.1 $379k 8.5k 44.71
Mastercard Incorporated Cl A (MA) 0.1 $379k 767.00 493.78
First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI) 0.1 $378k 5.6k 67.35
Visa Com Cl A (V) 0.1 $378k 1.4k 274.91
Abbvie (ABBV) 0.1 $377k 1.9k 197.50
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $363k 2.0k 181.99
Spdr Ser Tr Spdr S&p Smallca (ESIX) 0.1 $361k 11k 31.64
American Express Company (AXP) 0.1 $361k 1.3k 271.19
Ishares Tr Intl Div Grwth (IGRO) 0.1 $359k 4.8k 74.59
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.1 $359k 4.5k 79.13
Ishares Tr Core Msci Pac (IPAC) 0.1 $357k 5.4k 66.59
Valero Energy Corporation (VLO) 0.1 $352k 2.6k 135.05
Krispy Kreme (DNUT) 0.1 $346k 32k 10.74
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $344k 4.1k 83.21
Ishares Tr Msci India Etf (INDA) 0.1 $343k 5.9k 58.53
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.1 $342k 5.2k 66.03
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 0.1 $340k 18k 18.95
Vanguard Wellington Us Quality (VFQY) 0.1 $338k 2.4k 142.88
Coca-Cola Company (KO) 0.1 $333k 4.6k 71.86
Wisdomtree Tr Us Largecap Fund (EPS) 0.1 $332k 5.5k 60.04
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) 0.1 $328k 14k 22.72
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $326k 6.9k 47.21
Cisco Systems (CSCO) 0.1 $323k 6.1k 53.22
Ishares Tr Msci Uk Etf New (EWU) 0.1 $321k 8.6k 37.41
Advanced Micro Devices (AMD) 0.1 $317k 1.9k 164.09
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $315k 1.5k 211.83
Verizon Communications (VZ) 0.1 $315k 7.0k 44.91
Oracle Corporation (ORCL) 0.1 $311k 1.8k 170.40
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $310k 2.6k 119.71
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $309k 4.8k 64.74
Global X Fds Globx Supdv Us (DIV) 0.1 $300k 16k 18.69
Bank of America Corporation (BAC) 0.1 $295k 7.4k 39.68
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $294k 4.7k 63.00
Columbia Etf Tr I Diversifid Fxd (DIAL) 0.1 $294k 16k 18.48
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $290k 2.9k 101.27
Gilead Sciences (GILD) 0.1 $285k 3.4k 83.84
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.1 $285k 9.2k 31.02
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $277k 6.6k 41.76
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $266k 2.6k 101.65
Modine Manufacturing (MOD) 0.1 $266k 2.0k 132.79
Intuit (INTU) 0.1 $264k 426.00 620.59
Sofi Technologies (SOFI) 0.1 $264k 34k 7.86
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $264k 2.7k 98.10
Ishares Tr Msci Usa Value (VLUE) 0.1 $263k 2.4k 109.04
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $261k 3.6k 71.76
Spdr Ser Tr S&p Oilgas Exp (XOP) 0.1 $258k 2.0k 131.52
First Tr Value Line Divid In SHS (FVD) 0.1 $257k 5.7k 45.49
Pfizer (PFE) 0.1 $257k 8.9k 28.94
Qualcomm (QCOM) 0.1 $257k 1.5k 170.03
Ishares Tr Tips Bd Etf (TIP) 0.1 $255k 2.3k 110.47
Vanguard World Energy Etf (VDE) 0.1 $253k 2.1k 122.47
Vanguard World Inf Tech Etf (VGT) 0.1 $252k 429.00 586.52
At&t (T) 0.1 $250k 11k 22.00
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $249k 1.4k 174.32
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.1 $247k 4.4k 56.63
Walt Disney Company (DIS) 0.0 $245k 2.5k 96.18
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $245k 5.3k 45.86
Eaton Corp SHS (ETN) 0.0 $241k 728.00 331.44
Select Sector Spdr Tr Technology (XLK) 0.0 $241k 1.1k 225.76
Goldman Sachs (GS) 0.0 $240k 484.00 495.11
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $238k 5.3k 44.67
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.0 $237k 5.5k 43.41
Altria (MO) 0.0 $236k 4.6k 51.04
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $234k 2.3k 104.19
Spdr Ser Tr Portfli High Yld (SPHY) 0.0 $231k 9.6k 24.05
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $228k 2.7k 83.10
Ishares Msci Gbl Min Vol (ACWV) 0.0 $224k 2.0k 114.54
Chevron Corporation (CVX) 0.0 $223k 1.5k 147.23
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $223k 5.4k 41.12
First Tr Exchange Traded Indxx Nat Re Etf (FTRI) 0.0 $221k 16k 13.49
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $219k 4.1k 52.86
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.0 $219k 6.0k 36.44
S&p Global (SPGI) 0.0 $215k 417.00 516.62
Wisdomtree Tr Mortgage Plus Bd (MTGP) 0.0 $214k 4.8k 45.08
Danaher Corporation (DHR) 0.0 $214k 769.00 278.02
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $210k 5.6k 37.37
Ferrari Nv Ord (RACE) 0.0 $205k 437.00 470.11
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $204k 4.0k 51.12
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $200k 1.9k 107.65
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $136k 13k 10.18
Mizuho Financial Group Sponsored Adr (MFG) 0.0 $90k 22k 4.18
Lightwave Logic Inc C ommon (LWLG) 0.0 $84k 30k 2.76