Walkner Condon Financial Advisors

Walkner Condon Financial Advisors as of March 31, 2025

Portfolio Holdings for Walkner Condon Financial Advisors

Walkner Condon Financial Advisors holds 267 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 5.0 $25M 684k 36.41
Spdr Ser Tr Portfolio S&p500 (SPLG) 4.6 $23M 345k 65.76
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 3.7 $18M 390k 47.04
Ishares Tr Core S&p500 Etf (IVV) 3.6 $18M 32k 561.90
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.9 $15M 28k 513.89
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 2.8 $14M 279k 49.16
Apple (AAPL) 2.7 $13M 60k 222.12
First Tr Exchange-traded Lng Dur Oprtun (LGOV) 2.6 $13M 589k 21.50
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 2.5 $13M 178k 70.22
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 2.5 $12M 490k 24.75
Ishares Tr Core S&p Mcp Etf (IJH) 2.4 $12M 207k 58.35
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 2.0 $9.9M 397k 24.86
First Tr Exchange-traded Cap Strength Etf (FTCS) 1.9 $9.4M 105k 89.64
First Tr Exchange Traded Risng Divd Achiv (RDVY) 1.6 $8.0M 137k 58.54
Microsoft Corporation (MSFT) 1.4 $7.0M 19k 375.40
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.4 $6.9M 314k 22.07
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 1.3 $6.5M 90k 72.47
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.3 $6.2M 103k 60.17
Vanguard Index Fds Mid Cap Etf (VO) 1.2 $5.9M 23k 258.62
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $5.9M 116k 50.85
World Gold Tr Spdr Gld Minis (GLDM) 1.2 $5.9M 95k 61.89
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.2 $5.7M 100k 57.14
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $5.5M 9.9k 559.40
Vanguard Index Fds Small Cp Etf (VB) 1.1 $5.4M 25k 221.75
Vanguard Whitehall Fds Intl High Etf (VYMI) 1.0 $5.2M 70k 73.69
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $5.0M 110k 45.26
Spdr Ser Tr Bloomberg Short (BWZ) 0.8 $4.2M 159k 26.26
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.8 $4.2M 72k 57.61
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.8 $4.0M 135k 29.58
Us Bancorp Del Com New (USB) 0.8 $3.7M 88k 42.22
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $3.4M 32k 104.56
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.7 $3.3M 40k 82.94
Ishares Msci Jpn Etf New (EWJ) 0.7 $3.3M 48k 68.56
Ishares Tr Esg Msci Usa Etf (USXF) 0.6 $3.1M 67k 46.67
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $3.1M 42k 73.45
Alphabet Cap Stk Cl A (GOOGL) 0.6 $3.1M 20k 154.64
Ishares Tr Russell 2000 Etf (IWM) 0.6 $3.0M 15k 199.49
Costco Wholesale Corporation (COST) 0.6 $3.0M 3.2k 945.64
NVIDIA Corporation (NVDA) 0.6 $3.0M 28k 108.38
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.6 $3.0M 26k 115.60
Pimco Etf Tr Multisector Bd (PYLD) 0.6 $3.0M 113k 26.35
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.6 $2.9M 120k 24.34
Ishares Tr Esg Eafe Etf (DMXF) 0.6 $2.9M 43k 67.34
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.6 $2.9M 57k 50.63
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $2.8M 72k 39.37
Vanguard Wellington Us Multifactor (VFMF) 0.5 $2.7M 21k 126.31
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.5 $2.7M 52k 51.17
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.5 $2.6M 64k 40.75
Spdr Gold Tr Gold Shs (GLD) 0.5 $2.6M 9.0k 288.14
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $2.6M 24k 105.60
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $2.5M 32k 78.94
Ishares Gold Tr Ishares New (IAU) 0.5 $2.5M 43k 58.96
Flexshares Tr Mornstar Upstr (GUNR) 0.5 $2.5M 65k 38.81
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.5 $2.3M 18k 129.47
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $2.3M 12k 186.29
Amazon (AMZN) 0.5 $2.3M 12k 190.28
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $2.2M 11k 193.99
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.4 $2.2M 46k 47.89
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.4 $2.1M 53k 40.46
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $2.1M 7.7k 274.84
Spdr Ser Tr Bloomberg Intl T (BWX) 0.4 $2.0M 93k 21.86
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.4 $1.9M 73k 25.52
Ishares Tr Esg Msci Leadr (SUSL) 0.4 $1.9M 20k 95.81
RBB Us Treas 3 Mnth (TBIL) 0.4 $1.8M 37k 50.01
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.4 $1.8M 72k 24.95
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $1.7M 14k 122.01
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $1.7M 61k 27.57
Ishares Tr Cre U S Reit Etf (USRT) 0.3 $1.6M 29k 57.60
Exxon Mobil Corporation (XOM) 0.3 $1.6M 14k 118.93
Ishares Tr Core High Dv Etf (HDV) 0.3 $1.6M 13k 121.12
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.3 $1.6M 47k 33.50
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $1.6M 12k 128.96
Meta Platforms Cl A (META) 0.3 $1.5M 2.5k 576.38
T Rowe Price Etf Cap Appreciation (TCAF) 0.3 $1.5M 45k 32.28
Ishares Tr Core Msci Euro (IEUR) 0.3 $1.4M 24k 60.15
Arista Networks Com Shs (ANET) 0.3 $1.4M 18k 77.48
Vanguard Index Fds Growth Etf (VUG) 0.3 $1.4M 3.8k 370.82
Ishares Tr Egsadvncdmsci Em (EMXF) 0.3 $1.4M 37k 38.24
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $1.4M 15k 90.54
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.3 $1.4M 25k 54.41
Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.3 $1.3M 42k 30.11
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.2M 3.4k 361.09
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $1.2M 34k 35.89
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.2 $1.2M 25k 50.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.2M 2.3k 532.58
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $1.2M 20k 59.40
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.2M 2.5k 468.93
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $1.1M 40k 27.96
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB) 0.2 $1.1M 51k 22.21
Ishares Tr Usd Grn Bond Etf (BGRN) 0.2 $1.1M 23k 47.36
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $1.1M 12k 91.73
Vanguard Index Fds Value Etf (VTV) 0.2 $1.1M 6.3k 172.74
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB) 0.2 $1.1M 40k 26.89
Pimco Etf Tr Enhancd Short (EMNT) 0.2 $1.1M 11k 98.75
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.2 $1.0M 76k 13.63
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $935k 15k 63.53
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.2 $921k 29k 31.96
Ishares Tr Core Div Grwth (DGRO) 0.2 $908k 15k 61.78
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.2 $878k 19k 46.31
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.2 $862k 20k 43.84
JPMorgan Chase & Co. (JPM) 0.2 $846k 3.5k 245.28
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $835k 39k 21.51
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $834k 4.4k 188.16
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $808k 16k 50.85
Alphabet Cap Stk Cl C (GOOG) 0.2 $804k 5.1k 156.24
Ishares Msci Glb Slv&mtl (SLVP) 0.2 $791k 53k 14.99
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.2 $787k 37k 21.45
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $770k 30k 25.54
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $769k 6.3k 121.91
Vanguard Index Fds Large Cap Etf (VV) 0.2 $767k 3.0k 257.03
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.2 $764k 27k 28.33
Tesla Motors (TSLA) 0.1 $734k 2.8k 259.17
Netflix (NFLX) 0.1 $728k 781.00 932.57
Eli Lilly & Co. (LLY) 0.1 $723k 875.00 825.91
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $720k 19k 38.34
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $711k 16k 44.26
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $686k 8.4k 81.69
Procter & Gamble Company (PG) 0.1 $685k 4.0k 170.41
Uscf Etf Tr Dividend Inc Fd (UDI) 0.1 $673k 23k 29.44
Broadcom (AVGO) 0.1 $654k 3.9k 167.43
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $651k 6.6k 98.70
Amplify Etf Tr Amplify Etho Cli (ETHO) 0.1 $649k 12k 54.99
Ishares Jp Morgan Em Etf (LEMB) 0.1 $639k 17k 37.45
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $637k 6.3k 100.67
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $631k 18k 36.14
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.1 $630k 14k 44.88
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $621k 7.9k 78.28
International Business Machines (IBM) 0.1 $615k 2.5k 248.66
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $614k 5.3k 114.87
Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $606k 26k 23.77
Vanguard World Esg Us Corp Bd (VCEB) 0.1 $592k 9.4k 62.92
salesforce (CRM) 0.1 $590k 2.2k 268.31
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $587k 15k 40.49
Home Depot (HD) 0.1 $586k 1.6k 366.53
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $583k 11k 51.78
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.1 $581k 20k 28.62
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.1 $577k 21k 27.26
Wisdomtree Tr Floatng Rat Trea (USFR) 0.1 $572k 11k 50.33
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) 0.1 $571k 14k 42.15
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $570k 9.2k 62.10
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $553k 12k 46.81
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.1 $553k 14k 41.04
Visa Com Cl A (V) 0.1 $549k 1.6k 350.39
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.1 $541k 5.3k 102.46
Ishares Tr Esg Aware Msci (ESML) 0.1 $541k 14k 38.41
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $539k 20k 26.89
McDonald's Corporation (MCD) 0.1 $536k 1.7k 312.28
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $528k 23k 23.43
Johnson & Johnson (JNJ) 0.1 $527k 3.2k 165.83
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $526k 1.3k 419.88
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $519k 46k 11.40
Ishares Core Msci Emkt (IEMG) 0.1 $515k 9.5k 53.97
Mastercard Incorporated Cl A (MA) 0.1 $500k 912.00 548.06
Ishares Tr Global Energ Etf (IXC) 0.1 $496k 12k 42.06
Spdr Ser Tr Spdr S&p Smallca (ESIX) 0.1 $495k 17k 28.43
Wal-Mart Stores (WMT) 0.1 $492k 5.6k 87.75
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) 0.1 $487k 7.9k 61.86
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $482k 5.9k 81.76
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $480k 22k 21.53
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.1 $478k 7.5k 63.72
Global X Fds Global X Uranium (URA) 0.1 $475k 21k 22.92
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $474k 4.9k 96.51
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $472k 4.0k 118.14
First Tr Exchange-traded Wtr Etf (FIW) 0.1 $471k 4.7k 100.71
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 0.1 $468k 5.9k 78.96
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $468k 4.6k 102.41
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.1 $468k 21k 22.18
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.1 $467k 4.1k 113.13
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.1 $466k 11k 43.32
UnitedHealth (UNH) 0.1 $466k 890.00 523.71
Abbvie (ABBV) 0.1 $464k 2.2k 209.55
T Rowe Price Etf Price Grw Stock (TGRW) 0.1 $448k 13k 35.77
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.1 $442k 14k 31.85
Southern Company (SO) 0.1 $426k 4.6k 91.96
EXACT Sciences Corporation (EXAS) 0.1 $418k 9.4k 44.36
First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI) 0.1 $408k 6.1k 66.48
Cisco Systems (CSCO) 0.1 $396k 6.4k 61.71
Listed Fd Tr Wahed Ftse Etf (HLAL) 0.1 $391k 8.0k 48.84
Gilead Sciences (GILD) 0.1 $390k 3.5k 112.05
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.1 $389k 3.0k 131.40
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.1 $387k 16k 24.48
Managed Portfolio Series Tortoise Global 0.1 $371k 7.8k 47.32
Coca-Cola Company (KO) 0.1 $368k 5.1k 71.62
American Express Company (AXP) 0.1 $365k 1.4k 269.04
Etf Ser Solutions Us Diversified (PPTY) 0.1 $358k 11k 31.57
At&t (T) 0.1 $352k 12k 28.28
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.1 $348k 8.0k 43.43
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.1 $342k 7.8k 43.64
Palantir Technologies Cl A (PLTR) 0.1 $341k 4.0k 84.40
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $341k 2.0k 172.26
Ishares Tr Msci Uk Etf New (EWU) 0.1 $339k 9.0k 37.47
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $337k 6.8k 49.62
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $333k 6.6k 50.41
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.1 $329k 7.2k 45.65
Vanguard Wellington Us Quality (VFQY) 0.1 $316k 2.4k 133.65
First Tr Exchange-traded Ft Vest Ris (RDVI) 0.1 $316k 13k 23.72
Wec Energy Group (WEC) 0.1 $315k 2.9k 108.99
Global X Fds Globx Supdv Us (DIV) 0.1 $311k 17k 18.84
Bank of America Corporation (BAC) 0.1 $306k 7.3k 41.72
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $302k 2.6k 115.97
T Rowe Price Etf Small Mid Cap (TMSL) 0.1 $296k 9.7k 30.48
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $296k 8.3k 35.64
Ishares Tr Core Msci Pac (IPAC) 0.1 $294k 4.7k 62.24
Ishares Tr Core Msci Eafe (IEFA) 0.1 $292k 3.9k 75.65
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $292k 4.8k 60.66
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $292k 3.7k 79.86
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $289k 6.2k 46.31
Goldman Sachs (GS) 0.1 $287k 525.00 546.29
Verizon Communications (VZ) 0.1 $284k 6.3k 45.36
Walt Disney Company (DIS) 0.1 $284k 2.9k 98.69
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $283k 1.7k 165.98
Altria (MO) 0.1 $283k 4.7k 60.02
Qualcomm (QCOM) 0.1 $278k 1.8k 153.60
Merck & Co (MRK) 0.1 $277k 3.1k 89.76
Columbia Etf Tr I Diversifid Fxd (DIAL) 0.1 $275k 15k 17.88
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $273k 12k 23.61
Wells Fargo & Company (WFC) 0.1 $271k 3.8k 71.78
J P Morgan Exchange Traded F High Yield Muni (JMHI) 0.1 $271k 5.4k 50.49
Caterpillar (CAT) 0.1 $269k 815.00 329.89
Vanguard World Energy Etf (VDE) 0.1 $268k 2.1k 129.71
Amgen (AMGN) 0.1 $268k 861.00 311.55
Pepsi (PEP) 0.1 $268k 1.8k 149.96
Oracle Corporation (ORCL) 0.1 $263k 1.9k 139.81
Ishares Msci Gbl Gold Mn (RING) 0.1 $261k 6.8k 38.36
First Tr Exchange-traded Limited Duration (FSIG) 0.1 $261k 14k 18.94
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR) 0.1 $261k 9.0k 28.92
Spdr Ser Tr S&p Oilgas Exp (XOP) 0.1 $258k 2.0k 131.71
Ishares Tr Tips Bd Etf (TIP) 0.1 $256k 2.3k 111.09
Wisdomtree Tr Us Largecap Fund (EPS) 0.1 $252k 4.2k 59.28
Chevron Corporation (CVX) 0.1 $251k 1.5k 167.28
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.0 $246k 4.7k 52.72
Tidal Tr Ii Yieldmax Mstr Op (MSTY) 0.0 $242k 12k 20.33
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $242k 2.7k 91.03
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $241k 2.4k 100.00
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $239k 5.5k 43.70
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $239k 4.9k 48.82
Procure Etf Trust Ii Space Etf (UFO) 0.0 $239k 11k 22.07
Intuitive Surgical Com New (ISRG) 0.0 $238k 481.00 495.59
Select Sector Spdr Tr Technology (XLK) 0.0 $236k 1.1k 206.48
Capital One Financial (COF) 0.0 $234k 1.3k 179.25
S&p Global (SPGI) 0.0 $234k 460.00 508.10
Blackrock Capital Allocation Trust (BCAT) 0.0 $234k 16k 14.40
Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.0 $233k 4.9k 47.89
Vanguard World Inf Tech Etf (VGT) 0.0 $233k 429.00 542.38
First Tr Exchange Traded Indxx Nat Re Etf (FTRI) 0.0 $232k 18k 13.24
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $229k 12k 19.78
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.0 $227k 4.0k 56.47
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $227k 1.7k 135.68
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $225k 9.0k 25.04
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) 0.0 $225k 10k 22.49
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $220k 4.3k 51.07
Destiny Tech100 Com Shs (DXYZ) 0.0 $219k 6.2k 35.39
Microstrategy Cl A New (MSTR) 0.0 $219k 760.00 288.27
Invesco Exch Traded Fd Tr Ii Purbta 0 5 Yr (PBTP) 0.0 $213k 8.2k 25.96
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $213k 8.1k 26.20
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.0 $210k 7.2k 29.25
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $208k 1.3k 161.27
Ishares Tr Msci India Etf (INDA) 0.0 $208k 4.0k 51.48
Blackrock Multi-sector Incom other (BIT) 0.0 $206k 14k 14.48
Wisdomtree Tr Mortgage Plus Bd (MTGP) 0.0 $203k 4.6k 43.83
Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $201k 6.5k 30.80
Spdr Ser Tr S&p Metals Mng (XME) 0.0 $200k 3.6k 55.99
Xai Octagon Floatng Rate Alt (XFLT) 0.0 $196k 33k 5.91
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $184k 14k 13.64
Mizuho Financial Group Sponsored Adr (MFG) 0.0 $114k 21k 5.51
Carlyle Credit Income Fund Shs Ben Int (CCIF) 0.0 $71k 11k 6.76
Oxford Lane Cap Corp (OXLC) 0.0 $48k 10k 4.72