King Wealth [Rocket]

Holdings

King Wealth

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND	IBB	ETF	75,334	75,334	9,564,000	9,564,000	1.93		Hist	06/30/2023
FIDELITY FREEDOM 2020	FTEC	ETF	67,408	67,408	8,806,000	8,806,000	1.78		Hist	06/30/2023
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST	DIA	FD	18,091	18,091	6,220,000	6,220,000	1.26		Hist	06/30/2023
Vanguard Mid-Cap Value ETF	VOE	ETF	37,201	37,201	5,148,000	5,148,000	1.04		Hist	06/30/2023
SELECT SECTOR SPDR TRUST	XLE	SBI INT-ENERGY	61,140	61,140	4,963,000	4,963,000	1.00		Hist	06/30/2023
VANGUARD INDEX FDS MID CAP	VO	ETF	17,643	17,643	3,884,000	3,884,000	0.78		Hist	06/30/2023
iSHARES TRUST	LQD	IBOXX INV CPBD	25,356	25,356	2,742,000	2,742,000	0.55		Hist	06/30/2023
FIDELITY FREEDOM 2020	FBND	ETF	35,172	35,172	1,598,000	1,598,000	0.32		Hist	06/30/2023
iSHARES TRUST	IEF	7-10 YR TRS BD	13,678	13,678	1,321,000	1,321,000	0.27		Hist	06/30/2023
PFF, LLC	PFF	ETF	41,949	41,949	1,297,000	1,297,000	0.26		Hist	06/30/2023
INVESCO EXCH TRADED FD TR II	VRP	ETF	44,130	44,130	982,000	982,000	0.20		Hist	06/30/2023
Snowflake Inc.	SNOW	Common	4,916	4,916	865,000	865,000	0.17		Hist	06/30/2023
BLACKSTONE MORTGAGE TRUST, INC.	BXMT	Common	25,000	25,000	520,000	520,000	0.11		Hist	06/30/2023
iSHARES TRUST	FXI	FTSE XNHUA IDX	16,662	16,662	453,000	453,000	0.09		Hist	06/30/2023
iSHARES TRUST	TLT	20+ YR TRS BD	3,912	3,912	403,000	403,000	0.08		Hist	06/30/2023
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	TSM	Common	3,374	3,374	340,000	340,000	0.07		Hist	06/30/2023
VANGUARD INDEX FDS SANDP 500 ETF	VOO	ETF	783	783	319,000	319,000	0.06		Hist	06/30/2023
NOVARTIS AG	NVS	ADR	3,100	3,100	313,000	313,000	0.06		Hist	06/30/2023
Alphabet Inc.	GOOG	COM	2,295	2,295	278,000	278,000	0.06		Hist	06/30/2023
Broadcom Ltd	AVGO	COM	282	282	244,000	244,000	0.05		Hist	06/30/2023
SELECT SECTOR SPDR TRUST	XLK	COM	1,344	1,344	234,000	234,000	0.05		Hist	06/30/2023
CONOCOPHILLIPS	COP	Common	2,146	2,146	222,000	222,000	0.04	0.00	Hist	06/30/2023
AMETEK INC/	AME	Common	1,365	1,365	221,000	221,000	0.04	0.00	Hist	06/30/2023
Vanguard Small-Cap Value ETF	VBR	ETF	1,329	1,329	220,000	220,000	0.04		Hist	06/30/2023
QUALCOMM INC/DE	QCOM	Common	1,739	1,739	207,000	207,000	0.04		Hist	06/30/2023
PAYCHEX INC	PAYX	Common	1,825	1,825	204,000	204,000	0.04	0.00	Hist	06/30/2023