News + Filings Holdings
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Financial Advisory Group
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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iSHARES TRUST
| IJH | Common | 105,563 | 2,715 | 27,602,531,000 | 1,874,008,000 | 5.45 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| AGG | LEHMAN AGG BND | 75,213 | 14,996 | 7,367,113,000 | 1,367,044,000 | 1.46 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| TLT | OPTION | 26,104 | 12,609 | 2,687,146,000 | 1,251,683,000 | 0.53 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| HEFA | Common | 107,945 | 18,393 | 3,346,295,000 | 707,198,000 | 0.66 | |
Hist
| 06/30/2023 |
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MICROSOFT CORP
| MSFT | Common | 7,709 | 270 | 2,625,268,000 | 480,615,000 | 0.52 | 0.00 |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHM | Common | 38,267 | 3,198 | 2,718,090,000 | 338,680,000 | 0.54 | |
Hist
| 06/30/2023 |
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AMAZON COM INC
| AMZN | Common | 11,810 | 140 | 1,539,589,000 | 334,192,000 | 0.30 | |
Hist
| 06/30/2023 |
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INVESCO EXCH TRD SLF IDX FD
| BSCT | Common | 42,542 | 7,508 | 763,422,000 | 122,478,000 | 0.15 | |
Hist
| 06/30/2023 |
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INVESCO EXCH TRD SLF IDX FD
| BSCK | Common | 75,513 | 3,732 | 1,491,000,000 | 50,396,000 | 0.29 | |
Hist
| 06/30/2023 |
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VANGUARD SPECIALIZED FUNDS
| VIG | Common | 4,780 | 15 | 776,415,000 | 42,557,000 | 0.15 | |
Hist
| 06/30/2023 |
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INVESCO EXCH TRD SLF IDX FD
| BSCR | Common | 99,631 | 2,782 | 1,895,527,000 | 25,848,000 | 0.37 | |
Hist
| 06/30/2023 |
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INVESCO EXCH TRD SLF IDX FD
| BSCO | Common | 107,877 | 451 | 2,219,032,000 | 7,123,000 | 0.44 | |
Hist
| 06/30/2023 |
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RAYTHEON CO/
| RTN | Common | 8,894 | 37 | 871,229,000 | 3,882,000 | 0.17 | |
Hist
| 06/30/2023 |
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INVESCO EXCH TRD SLF IDX FD
| BSCP | Common | 107,517 | 853 | 2,164,316,000 | 1,164,000 | 0.43 | |
Hist
| 06/30/2023 |
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INVESCO EXCH TRD SLF IDX FD
| BSCQ | Common | 103,179 | 981 | 1,954,729,000 | -3,387,000 | 0.39 | |
Hist
| 06/30/2023 |
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