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
VANGUARD INDEX FUNDS	VTV	Common	13,432	-3,169	1,909,000	-384,000	0.39		Hist	06/30/2023
ORACLE CORP	ORCL	Common	7,940	-4,009	946,000	-164,000	0.19	0.00	Hist	06/30/2023
NXP Semiconductors N.V.	NXPI	COM	2,135	-1,066	437,000	-160,000	0.09	0.00	Hist	06/30/2023
Walt Disney Co	DIS	Common	6,336	-876	566,000	-156,000	0.11	0.00	Hist	06/30/2023
VERIZON COMMUNICATIONS INC	VZ	Common	31,257	-731	1,162,000	-82,000	0.23	0.00	Hist	06/30/2023
SPDR SERIES TRUST	JNK	Common	3,817	-724	351,000	-70,000	0.07		Hist	06/30/2023
Guardant Health, Inc.	GH	Common	8,000	-7,000	286,000	-66,000	0.06	0.01	Hist	06/30/2023
iSHARES TRUST	AGG	LEHMAN AGG BND	17,724	-354	1,736,000	-65,000	0.35		Hist	06/30/2023
iSHARES TRUST	SHY	1-3 YR TRS BD	32,553	-110	2,639,000	-45,000	0.53		Hist	06/30/2023
iSHARES TRUST	IJS	S&P SMLCP VALU	16,005	-663	1,522,000	-38,000	0.31		Hist	06/30/2023
DANAHER CORP /DE/	DHR	Common	834	-67	200,000	-27,000	0.04	0.00	Hist	06/30/2023
VANGUARD BOND INDEX FUNDS	BND	Common	9,557	-143	695,000	-21,000	0.14		Hist	06/30/2023
CISCO SYSTEMS, INC.	CSCO	Common	5,653	-239	293,000	-15,000	0.06	0.00	Hist	06/30/2023
iSHARES TRUST	TIP	Common	4,885	-14	526,000	-14,000	0.11		Hist	06/30/2023
BOEING CO	BA	Common	1,829	-20	386,000	-7,000	0.08	0.00	Hist	06/30/2023
iSHARES TRUST	IWD	ETF	1,811	-33	286,000	5,000	0.06		Hist	06/30/2023
Eaton Vance Tax-Managed Buy-Write Income Fund	ETB	Common	14,893	-477	207,000	6,000	0.04		Hist	06/30/2023
Salesforce, Inc.	CRM	Common	1,464	-48	309,000	7,000	0.06		Hist	06/30/2023
WD 40 CO	WDFC	Common	1,143	-25	216,000	8,000	0.04	0.01	Hist	06/30/2023
FORD MOTOR CO	F	Common	10,459	-993	158,000	14,000	0.03		Hist	06/30/2023
iSHARES TRUST	IJJ	Common	40,820	-1,571	4,373,000	17,000	0.88		Hist	06/30/2023
DARDEN RESTAURANTS INC	DRI	Common	4,470	-213	747,000	20,000	0.15	0.00	Hist	06/30/2023
GENERAL ELECTRIC CO	GE	Stock	2,896	-118	318,000	30,000	0.06	0.00	Hist	06/30/2023
CATERPILLAR INC	CAT	Common	3,153	-43	776,000	45,000	0.16		Hist	06/30/2023
Merck & Co., Inc.	MRK	COM	7,341	-88	847,000	57,000	0.17		Hist	06/30/2023
Walmart Inc.	WMT	Common	36,421	-204	5,725,000	325,000	1.16	0.00	Hist	06/30/2023
iSHARES TRUST	ISI	Common	95,681	-444	9,361,000	657,000	1.89		Hist	06/30/2023
SPDR S&P 500 ETF TRUST	SPY	Common	52,526	-235	23,284,000	1,684,000	4.71		Hist	06/30/2023
ELI LILLY & Co	LLY	Common	21,416	-823	10,044,000	2,407,000	2.03	0.00	Hist	06/30/2023
INVESCO QQQ TRUST, SERIES 1	QQQ	ETF	117,221	-35	43,304,000	5,673,000	8.75		Hist	06/30/2023