Q4 2024 Holdings
Filed 2025-01-28 | 55 holdings | $143.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL) | COM | 037833100 | $9.9M | 39,590 | 6.9% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $11.1M | 21,617 | 7.7% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $11.1M | 398,314 | 7.7% |
| Invesco Exchange Traded FD T(PKW) | BUYBACK ACHIEV | 46137V308 | $13.2M | 114,419 | 9.2% |
| Proshares TR(NOBL) | S&P 500 DV ARIST | 74348A467 | $13.9M | 139,967 | 9.7% |