$91.91Million
Ticker | $ Bought |
---|---|
5,278,100 | |
1,904,200 | |
205,521 |
Ticker | % Inc. |
---|---|
793 | |
386 | |
30.88 | |
18.77 | |
5.63 | |
4.43 | |
2.84 | |
1.01 |
Ticker | % Reduced |
---|---|
-91.44 | |
-74.03 | |
-71.69 | |
-61.28 | |
-56.48 | |
-12.83 | |
-4.91 | |
-3.05 |
Ticker | $ Sold |
---|---|
-1,960,980 |
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
AAPL | APPLE INC | 0.40 | 2,167 | 371,518 | ADDED | 0.14 | |
ACWV | ISHARES INC | 0.78 | 12,219 | 719,074 | ADDED | 5.63 | |
AFLG | FIRST TR EXCHNG TRADED FD VI | 0.39 | 8,141 | 354,956 | REDUCED | -91.44 | |
AGG | ISHARES TR | 25.66 | 44,860 | 23,584,400 | ADDED | 793 | |
AGG | ISHARES TR | 7.84 | 73,524 | 7,200,900 | ADDED | 30.88 | |
AGG | ISHARES TR | 2.57 | 38,849 | 2,359,690 | ADDED | 386 | |
AGG | ISHARES TR | 2.03 | 9,973 | 1,863,060 | REDUCED | -3.05 | |
AGG | ISHARES TR | 0.84 | 9,145 | 772,184 | REDUCED | -2.45 | |
AGG | ISHARES TR | 0.50 | 4,474 | 459,711 | REDUCED | -0.97 | |
AGG | ISHARES TR | 0.48 | 4,102 | 440,625 | REDUCED | -4.91 | |
AGT | ISHARES TR | 0.30 | 4,071 | 273,252 | UNCHANGED | 0.00 | |
BIV | VANGUARD BD INDEX FDS | 2.07 | 24,836 | 1,904,200 | NEW | ||
BIV | VANGUARD BD INDEX FDS | 0.46 | 5,840 | 424,195 | REDUCED | -1.42 | |
EMGF | ISHARES INC | 3.63 | 64,607 | 3,333,740 | ADDED | 2.84 | |
FBCG | FIDELITY COVINGTON TRUST | 1.45 | 8,554 | 1,333,030 | REDUCED | -74.03 | |
FBCG | FIDELITY COVINGTON TRUST | 0.25 | 8,823 | 230,189 | REDUCED | -56.48 | |
GSY | INVESCO ACTIVELY MANAGED ETF | 0.25 | 4,918 | 230,199 | ADDED | 1.01 | |
IBCE | ISHARES TR | 18.64 | 230,832 | 17,132,400 | REDUCED | -0.18 | |
IBCE | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
MSFT | MICROSOFT CORP | 0.35 | 761 | 320,071 | UNCHANGED | 0.00 | |
PANW | PALO ALTO NETWORKS INC | 0.42 | 1,350 | 383,576 | UNCHANGED | 0.00 | |
PAYX | PAYCHEX INC | 0.43 | 3,212 | 394,463 | ADDED | 0.5 | |
VAW | VANGUARD WORLD FD | 0.87 | 1,531 | 802,729 | REDUCED | -1.16 | |
VAW | VANGUARD WORLD FD | 0.22 | 1,561 | 205,521 | NEW | ||
VEA | VANGUARD TAX-MANAGED FDS | 3.06 | 56,123 | 2,815,700 | REDUCED | -0.19 | |
VEU | VANGUARD INTL EQUITY INDEX F | 0.60 | 13,179 | 550,484 | REDUCED | -0.26 | |
VEU | VANGUARD INTL EQUITY INDEX F | 0.42 | 6,520 | 382,378 | UNCHANGED | 0.00 | |
VOO | VANGUARD INDEX FDS | 9.03 | 50,977 | 8,302,140 | REDUCED | -61.28 | |
VOO | VANGUARD INDEX FDS | 2.46 | 11,775 | 2,259,450 | ADDED | 4.43 | |
VOO | VANGUARD INDEX FDS | 2.12 | 22,498 | 1,945,660 | ADDED | 18.77 | |
VOO | VANGUARD INDEX FDS | 2.05 | 5,468 | 1,882,140 | REDUCED | -71.69 | |
VOO | VANGUARD INDEX FDS | 1.09 | 4,383 | 1,002,000 | REDUCED | -12.83 | |
VOO | VANGUARD INDEX FDS | 0.50 | 1,846 | 461,219 | REDUCED | -2.22 | |
VTIP | VANGUARD MALVERN FDS | 5.74 | 68,998 | 5,278,100 | NEW | ||
BERKSHIRE HATHAWAY INC DEL | 1.38 | 2.00 | 1,268,880 | UNCHANGED | 0.00 | ||
BERKSHIRE HATHAWAY INC DEL | 0.72 | 1,582 | 665,462 | UNCHANGED | 0.00 |