Q1 2022 Holdings
Filed 2022-05-04 | 366 holdings | $27.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Disney Walt Co(DIS) | COM | 254687106 | $2.7K | 19,700 | 0.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $2.8K | 13,062 | 0.0% |
| Linde PLC(LIN) | SHS | G5494J103 | $3.0K | 9,295 | 0.0% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $3.1K | 15,695 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $3.2K | 12,573 | 0.0% |
| Fastenal Co(FAST) | COM | 311900104 | $3.2K | 53,506 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $3.2K | 13,124 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $3.3K | 21,670 | 0.0% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $3.4K | 15,199 | 0.0% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $3.4K | 49,168 | 0.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $3.5K | 5,480 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $3.5K | 11,601 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $3.6K | 43,774 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $3.7K | 10,486 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $4.2K | 19,980 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $4.3K | 83,253 | 0.0% |
| Spdr DOW Jones Indl Average(DIA) | UT SER 1 | 78467X109 | $4.4K | 12,557 | 0.0% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $4.4K | 10,527 | 0.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $4.4K | 9,648 | 0.0% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $4.5K | 20,077 | 0.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $4.5K | 9,901 | 0.0% |
| First TR Exchange-Traded FD(RDVY) | RISNG DIVD ACHIV | 33738R506 | $4.8K | 98,865 | 0.0% |
| Ishares TR(IXUS) | CORE MSCI TOTAL | 46432F834 | $5.0K | 74,352 | 0.0% |
| BK of America Corp(BAC) | COM | 060505104 | $5.3K | 129,209 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $5.6K | 34,264 | 0.0% |
| Ishares TR(IUSG) | CORE S&P US GWT | 464287671 | $5.7K | 54,106 | 0.0% |
| Proshares TR(NOBL) | S&P 500 DV ARIST | 74348A467 | $6.0K | 62,868 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $6.4K | 12,624 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $6.6K | 29,826 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $6.6K | 63,778 | 0.0% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $6.8K | 85,969 | 0.0% |
| Johnson &johnson(JNJ) | COM | 478160104 | $6.8K | 38,478 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $6.9K | 23,016 | 0.0% |
| Ishares TR(DGRO) | CORE DIV GRWTH | 46434V621 | $7.0K | 130,215 | 0.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $7.2K | 31,619 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $7.3K | 49,083 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $7.4K | 2,643 | 0.0% |
| JPMorgan Chase &co(JPM) | COM | 46625H100 | $8.0K | 58,361 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $8.1K | 22,904 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $8.2K | 2,957 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $9.7K | 35,519 | 0.0% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $13.4K | 132,296 | 0.0% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $19.0K | 52,418 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $21.1K | 6,465 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $28.5K | 92,584 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $49.1K | 280,987 | 0.2% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $262.0K | 14,860 | 1.0% |
| American Airls Group Inc(AAL) | COM | 02376R102 | $271.0K | 14,858 | 1.0% |
| Autozone Inc(AZO) | COM | 053332102 | $280.0K | 137 | 1.0% |
| Amplify ETF TR(BLOK) | BLOCKCHAIN LDR | 032108607 | $384.0K | 11,235 | 1.4% |