XY Planning Network

XY Planning Network as of March 31, 2026

Portfolio Holdings for XY Planning Network

XY Planning Network holds 273 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
Dimensional Etf Trust Us Core Equity 2 (DFAC) 5.9 $37M 950k 39.12
Vanguard Index Fds Total Stk Mkt (VTI) 5.5 $34M 106k 323.24
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.5 $28M 47k 602.30
Dimensional Etf Trust Intl Core Equity (DFIC) 2.9 $18M 502k 36.07
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.9 $18M 276k 65.14
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.8 $17M 210k 82.52
Dimensional Etf Trust Core Fixed Incom (DFCF) 2.1 $13M 309k 42.24
Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.8 $11M 217k 52.13
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.8 $11M 234k 48.01
Spdr Series Trust State Street Spd (SPMD) 1.7 $11M 179k 59.69
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.7 $11M 136k 78.01
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.5 $9.6M 15k 655.25
Dimensional Etf Trust Global Real Est (DFGR) 1.5 $9.3M 346k 26.74
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.4 $9.0M 166k 54.21
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.4 $8.8M 253k 34.80
Dimensional Etf Trust Us Equity Market (DFUS) 1.3 $8.1M 113k 71.46
Ishares Tr Core S&p500 Etf (IVV) 1.3 $7.9M 12k 658.07
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.3 $7.9M 158k 49.87
Dimensional Etf Trust Us Core Equity 1 (DCOR) 1.2 $7.7M 106k 72.51
Vanguard Index Fds Growth Etf (VUG) 1.2 $7.6M 17k 441.54
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 1.2 $7.5M 71k 104.41
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.1 $7.0M 68k 101.74
Spdr Series Trust State Street Spd (SPTI) 1.0 $6.5M 227k 28.54
NVIDIA Corporation (NVDA) 1.0 $6.3M 36k 175.75
Apple (AAPL) 1.0 $6.2M 24k 255.64
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.9 $5.9M 169k 35.11
Spdr Series Trust State Street Spd (SPSM) 0.9 $5.7M 117k 48.64
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.9 $5.6M 97k 58.34
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $5.3M 67k 79.04
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.8 $5.0M 36k 139.69
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.8 $4.9M 49k 100.39
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.8 $4.8M 206k 23.16
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.7 $4.5M 78k 58.73
Spdr Series Trust State Street Spd (SPYM) 0.7 $4.5M 59k 77.12
Timothy Plan Intl Etf (TPIF) 0.7 $4.3M 118k 36.50
Ishares Tr S&p 500 Val Etf (IVE) 0.7 $4.1M 19k 211.49
Two Rds Shared Tr Anfield Us Equ (AESR) 0.6 $4.0M 234k 17.03
Dimensional Etf Trust World Ex Us Core (DFAX) 0.6 $3.9M 114k 34.42
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.6 $3.8M 51k 75.86
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $3.5M 30k 114.61
Ishares Tr Global Reit Etf (REET) 0.6 $3.5M 136k 25.40
Vanguard Index Fds Value Etf (VTV) 0.5 $3.4M 17k 196.66
Spdr Series Trust State Street Spd (SPYG) 0.5 $3.4M 34k 99.20
Angel Oak Funds Trust Oak Ultrashort (UYLD) 0.5 $3.2M 64k 51.04
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.5 $3.2M 20k 162.16
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.5 $3.2M 65k 49.61
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.5 $3.2M 70k 45.61
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) 0.5 $3.2M 13k 251.70
Cme (CME) 0.5 $3.1M 10k 296.93
Dimensional Etf Trust Us High Profitab (DUHP) 0.5 $3.0M 81k 36.99
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.5 $3.0M 37k 81.28
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $2.9M 114k 25.14
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.4 $2.8M 44k 62.64
Ishares Tr Eafe Value Etf (EFV) 0.4 $2.7M 36k 75.27
American Centy Etf Tr Us Eqt Etf (AVUS) 0.4 $2.6M 23k 111.91
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $2.6M 85k 30.51
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.4 $2.6M 107k 24.20
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.4 $2.5M 23k 110.67
Dimensional Etf Trust Intl Small Cap V (DISV) 0.4 $2.5M 64k 39.90
Ishares Tr Russell 3000 Etf (IWV) 0.4 $2.5M 6.7k 373.22
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.4 $2.5M 49k 50.72
Ishares Msci Emrg Chn (EMXC) 0.4 $2.5M 31k 79.53
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.4 $2.3M 20k 116.21
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.4 $2.3M 51k 45.44
Timothy Plan U S Sm Cp Core (TPSC) 0.4 $2.3M 54k 42.74
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $2.3M 12k 192.77
Ishares Tr Core S&p Us Vlu (IUSV) 0.4 $2.3M 22k 102.39
Ishares Tr Core Univrsl Usd (IUSB) 0.4 $2.2M 48k 46.09
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $2.2M 3.7k 584.24
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $2.1M 15k 143.45
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.3 $2.0M 21k 96.45
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $2.0M 22k 92.67
Ishares Msci Equal Weite (EUSA) 0.3 $2.0M 20k 102.11
Ishares Esg Awr Msci Em (ESGE) 0.3 $2.0M 44k 45.80
Dimensional Etf Trust Global Core Plus (DFGP) 0.3 $2.0M 37k 54.08
Two Rds Shared Tr Anfield Unvl Etf (AFIF) 0.3 $2.0M 214k 9.35
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.3 $2.0M 47k 41.42
Ishares Tr National Mun Etf (MUB) 0.3 $1.9M 18k 106.31
Blackrock Etf Trust Ishares Intl Ctr (CORO) 0.3 $1.9M 58k 32.70
Ishares Tr Esg Eafe Etf (DMXF) 0.3 $1.9M 25k 76.63
Ishares Msci Gbl Min Vol (ACWV) 0.3 $1.8M 15k 119.52
Blackrock Etf Trust Ishares A I Inno (BAI) 0.3 $1.8M 52k 34.07
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.7M 5.9k 294.92
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.3 $1.7M 19k 91.91
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.3 $1.7M 37k 45.66
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $1.7M 24k 69.39
Amazon (AMZN) 0.3 $1.7M 8.0k 210.57
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.3 $1.6M 33k 48.96
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $1.6M 33k 48.60
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $1.6M 40k 39.54
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $1.6M 23k 68.10
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.3 $1.6M 33k 48.03
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $1.6M 17k 94.30
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $1.6M 32k 48.30
Blackrock Etf Trust Ishares Us Thema (THRO) 0.2 $1.5M 42k 36.65
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.5M 12k 124.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.5M 3.2k 478.50
Johnson & Johnson (JNJ) 0.2 $1.5M 6.2k 244.12
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.2 $1.5M 29k 50.70
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.5M 4.9k 297.42
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $1.4M 48k 29.35
Broadcom (AVGO) 0.2 $1.4M 4.3k 313.52
Ea Series Trust Alpha Architect (HIDE) 0.2 $1.4M 57k 24.00
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $1.3M 29k 45.44
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.2 $1.3M 11k 114.50
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 0.2 $1.3M 17k 77.30
Ea Series Trust Us Quan Momentum (QMOM) 0.2 $1.3M 19k 69.75
Ea Series Trust Us Quan Value (QVAL) 0.2 $1.3M 25k 52.43
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $1.3M 12k 103.12
Dimensional Etf Trust Inflation Prote (DFIP) 0.2 $1.3M 30k 41.72
Spdr Index Shs Fds State Street Spd (SPGM) 0.2 $1.2M 16k 76.42
Ishares Tr Broad Usd High (USHY) 0.2 $1.2M 33k 36.73
Ishares Tr Mbs Etf (MBB) 0.2 $1.2M 13k 94.67
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.2 $1.2M 23k 51.84
Goldman Sachs Etf Tr Ultra Short Bond (GSST) 0.2 $1.2M 24k 50.37
Microsoft Corporation (MSFT) 0.2 $1.2M 3.2k 369.32
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $1.2M 17k 71.52
Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $1.2M 23k 50.34
Exxon Mobil Corporation (XOM) 0.2 $1.2M 7.2k 160.78
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $1.1M 6.0k 192.55
CBOE Holdings (CBOE) 0.2 $1.1M 4.1k 280.29
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.2 $1.1M 24k 46.88
Wal-Mart Stores (WMT) 0.2 $1.1M 8.7k 124.74
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $1.0M 11k 97.25
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $1.0M 19k 53.33
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.2 $1.0M 49k 20.43
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.2 $997k 51k 19.64
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.2 $988k 51k 19.52
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $950k 18k 52.41
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $946k 5.1k 184.64
Ishares Tr Core Msci Eafe (IEFA) 0.1 $939k 10k 91.91
Caterpillar (CAT) 0.1 $917k 1.3k 730.33
Wisdomtree Tr Us Efficient Cor (NTSX) 0.1 $917k 18k 52.35
Ishares Tr Core Intl Aggr (IAGG) 0.1 $917k 18k 49.86
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $908k 16k 56.41
Vanguard World Inf Tech Etf (VGT) 0.1 $898k 1.3k 706.83
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $875k 19k 45.85
Spdr Series Trust State Street Spd (MDYG) 0.1 $872k 9.0k 97.03
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $862k 17k 50.44
Ishares Tr Msci Usa Smcp Mn (SMMV) 0.1 $860k 20k 43.85
Duke Energy Corp Com New (DUK) 0.1 $852k 6.5k 130.91
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $850k 21k 40.36
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $840k 7.9k 106.38
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $826k 36k 22.83
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $826k 2.7k 304.82
Spdr Series Trust State Street Spd (SPTS) 0.1 $825k 28k 29.09
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $817k 5.5k 147.72
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $812k 9.9k 82.32
Spdr Index Shs Fds State Street Spd (SPEM) 0.1 $809k 17k 47.07
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $799k 5.6k 142.44
Ishares Core Msci Emkt (IEMG) 0.1 $796k 11k 70.28
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $762k 3.5k 214.94
Pimco Etf Tr Multisector Bd (PYLD) 0.1 $759k 29k 26.16
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $746k 5.0k 147.94
Global X Fds Defense Tech Etf (SHLD) 0.1 $739k 10k 73.48
Vanguard Index Fds Large Cap Etf (VV) 0.1 $728k 2.4k 301.04
JPMorgan Chase & Co. (JPM) 0.1 $726k 2.5k 295.35
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $716k 1.00 716258.00
Altria (MO) 0.1 $711k 11k 65.48
Spdr Series Trust State Street Spd (BIL) 0.1 $711k 7.8k 91.40
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.1 $704k 15k 47.68
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $680k 27k 24.81
Ea Series Trust Alpha Architect (CAOS) 0.1 $665k 7.3k 90.64
Costco Wholesale Corporation (COST) 0.1 $663k 665.00 996.57
Visa Com Cl A (V) 0.1 $652k 2.2k 298.46
Ssga Active Etf Tr State Street Mul (RLY) 0.1 $639k 18k 36.10
Ea Series Trust Intl Quan Momntm (IMOM) 0.1 $639k 16k 40.94
Ea Series Trust Intl Quan Value (IVAL) 0.1 $628k 18k 34.54
Spdr Gold Tr Gold Shs (GLD) 0.1 $625k 1.4k 437.82
Wisdomtree Tr Us Quality Grow (QGRW) 0.1 $621k 12k 54.09
Ishares Tr Usd Grn Bond Etf (BGRN) 0.1 $618k 13k 47.27
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $609k 12k 52.63
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $608k 6.4k 95.04
Philip Morris International (PM) 0.1 $592k 3.8k 157.34
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $589k 6.4k 92.02
Dimensional Etf Trust International (DFSI) 0.1 $579k 13k 43.18
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.1 $573k 31k 18.66
Chevron Corporation (CVX) 0.1 $567k 2.9k 197.39
Ishares U S Etf Tr Short Duration B (NEAR) 0.1 $546k 11k 50.66
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $540k 6.9k 78.16
Procter & Gamble Company (PG) 0.1 $535k 3.7k 144.09
Home Depot (HD) 0.1 $532k 1.6k 329.53
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $531k 2.4k 218.14
Ea Series Trust Freedom 100 Em (FRDM) 0.1 $518k 9.3k 55.84
Meta Platforms Cl A (META) 0.1 $507k 874.00 579.53
Wisdomtree Tr Efficient Gld Pl (GDE) 0.1 $501k 7.8k 63.92
Vanguard World Esg Us Corp Bd (VCEB) 0.1 $498k 7.9k 62.68
Dimensional Etf Trust Intl High Profit (DIHP) 0.1 $493k 15k 32.69
McDonald's Corporation (MCD) 0.1 $459k 1.5k 307.29
Ishares Tr Future Exponenti (XT) 0.1 $452k 6.5k 69.10
Wells Fargo & Company (WFC) 0.1 $450k 5.6k 80.58
Waste Management (WM) 0.1 $449k 1.9k 231.00
Wisdomtree Tr Wisdomtree Us Va (WTV) 0.1 $440k 4.7k 94.44
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $422k 12k 34.13
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $422k 8.4k 50.37
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $416k 9.7k 42.64
Wisdomtree Tr Enhncd Cmmdty St (GCC) 0.1 $413k 17k 23.86
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $410k 6.9k 59.31
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $409k 4.1k 99.00
Deere & Company (DE) 0.1 $406k 712.00 570.79
Ea Series Trust Alpha Architect (AAEQ) 0.1 $398k 8.5k 46.87
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $397k 3.7k 108.65
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $394k 18k 21.58
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $389k 3.0k 128.79
Oracle Corporation (ORCL) 0.1 $389k 2.7k 145.23
Ishares Tr Rus 1000 Etf (IWB) 0.1 $386k 1.1k 359.25
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $384k 4.3k 89.03
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $382k 2.6k 146.71
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $378k 1.8k 215.68
American Centy Etf Tr Emerging Mkt Val (AVES) 0.1 $372k 6.2k 60.13
Dimensional Etf Trust Global Cr Etf (DGCB) 0.1 $369k 6.8k 54.21
Dimensional Etf Trust Global Sustaina (DFSB) 0.1 $365k 7.1k 51.77
Dimensional Etf Trust World Equity Etf (DFAW) 0.1 $360k 4.8k 74.29
Vanguard Index Fds Small Cp Etf (VB) 0.1 $352k 1.3k 263.42
Select Sector Spdr Tr State Street Uti (XLU) 0.1 $349k 7.6k 46.11
Tesla Motors (TSLA) 0.1 $347k 909.00 381.26
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL) 0.1 $344k 8.4k 40.94
Morgan Stanley Com New (MS) 0.1 $342k 2.1k 166.17
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.1 $332k 9.9k 33.51
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $332k 534.00 621.79
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $332k 14k 23.05
Blackrock Etf Trust Ishares Large Ca (BLCR) 0.1 $328k 7.9k 41.73
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.1 $327k 11k 30.21
Ishares Tr Msci Eafe Etf (EFA) 0.1 $325k 3.3k 98.61
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.1 $322k 19k 16.72
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.1 $322k 20k 16.46
Dimensional Etf Trust Dimensional Inte (DFGX) 0.1 $317k 6.0k 52.59
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $316k 1.3k 245.28
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $311k 2.7k 113.70
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $309k 9.9k 31.25
Ssga Active Tr State Street Dou (STOT) 0.0 $308k 6.6k 46.96
T Rowe Price Etf Price Grw Stock (TGRW) 0.0 $304k 7.4k 40.94
Spdr Series Trust State Street Spd (SLYV) 0.0 $303k 3.2k 94.68
Etf Ser Solutions Aptus Collrd Inv (ACIO) 0.0 $302k 7.2k 42.19
American Express Company (AXP) 0.0 $301k 998.00 301.45
Spdr Series Trust State Street Spd (SPTM) 0.0 $300k 3.8k 79.66
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $295k 1.2k 251.00
Ishares Gold Tr Ishares New (IAU) 0.0 $293k 3.3k 89.68
American Centy Etf Tr Avantis All Int (AVNM) 0.0 $293k 3.8k 77.33
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.0 $290k 2.9k 99.11
Abbvie (ABBV) 0.0 $286k 1.3k 214.94
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $282k 1.3k 210.71
Spdr Series Trust State Street Spd (SPMB) 0.0 $275k 12k 22.33
Spdr Index Shs Fds State Street Spd (NANR) 0.0 $275k 3.3k 83.89
Eli Lilly & Co. (LLY) 0.0 $271k 284.00 954.74
Merck & Co (MRK) 0.0 $270k 2.2k 120.87
Ishares Tr U.s. Tech Etf (IYW) 0.0 $265k 1.4k 184.42
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $261k 6.8k 38.64
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $258k 2.6k 100.24
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.0 $256k 3.9k 65.60
J P Morgan Exchange Traded F Income Etf (JPIE) 0.0 $254k 5.5k 45.90
McKesson Corporation (MCK) 0.0 $253k 290.00 873.31
Dimensional Etf Trust Short Duration F (DFSD) 0.0 $249k 5.2k 47.87
Etf Ser Solutions Aptus Int Enh Yl (IDUB) 0.0 $245k 9.7k 25.23
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $240k 5.1k 46.83
Coca-Cola Company (KO) 0.0 $238k 3.1k 76.08
Verizon Communications (VZ) 0.0 $236k 4.8k 49.39
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $234k 808.00 289.00
Lam Research Corp Com New (LRCX) 0.0 $233k 1.0k 222.06
Dimensional Etf Trust Emerging Markets (DFSE) 0.0 $232k 5.4k 42.73
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $232k 3.0k 76.90
Vanguard Bd Index Fds Long Term Bond (BLV) 0.0 $228k 3.3k 68.51
Select Sector Spdr Tr State Street Con (XLP) 0.0 $225k 2.8k 81.46
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $223k 3.0k 73.42
Quanta Services (PWR) 0.0 $218k 389.00 560.25
Fifth Third Ban (FITB) 0.0 $217k 4.6k 46.82
Xcel Energy (XEL) 0.0 $214k 2.7k 79.71
BP Sponsored Adr (BP) 0.0 $213k 4.6k 46.17
Spdr Series Trust State Street Spd (HYMB) 0.0 $213k 8.6k 24.86
UnitedHealth (UNH) 0.0 $212k 772.00 273.98
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.0 $211k 2.2k 95.44
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $201k 2.0k 100.28
Netflix (NFLX) 0.0 $201k 2.1k 95.55