Q1 2023 Holdings
Filed 2023-04-12 | 561 holdings | $1.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| First TR Exchange-Traded FD(RDVY) | RISNG DIVD ACHIV | 33738R506 | $25.5M | 568,010 | 2.5% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $26.5M | 362,885 | 2.6% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $35.3M | 542,160 | 3.5% |
| Apple Inc(AAPL) | COM | 037833100 | $37.4M | 227,538 | 3.7% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $38.0M | 275,460 | 3.7% |