CIK: 0001632549
Total reported value
$1.9M
Showing top 200 holdings (of 230 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 13.65% | — | — | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 11.94% | — | — | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 9.88% | — | — | |
| 4 | VT | Vanguard Tot World Stk ETF | ETF-Other | 6.56% | — | — | |
| 5 | PKWUSD | Invesco Buyback Achievers Et | ETF-Other | 5.60% | — | — | |
| 6 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 4.06% | — | — | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 3.68% | — | — | |
| 8 | BRK-B | Berkshire Hathaway Inc. | Stock-Other | 2.73% | — | — | |
| 9 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.61% | — | — | |
| 10 | VHT | Vanguard Health Care ETF | ETF-Other | 2.38% | — | — | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 2.38% | +0.83% | NEW | |
| 12 | IEV | Ishares Europe ETF | ETF-Other | 2.24% | — | — | |
| 13 | IBB | Ishares Biotechnology ETF | ETF-Tech | 2.12% | — | — | |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.04% | — | — | |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.04% | — | — | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.93% | — | — | |
| 17 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.87% | — | — | |
| 18 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-Other | 1.84% | — | — | |
| 19 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.77% | — | — | |
| 20 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.55% | — | — | |
| 21 | ✓ | Powershares Qqq Trust Ser 1 | Stock-Other | 1.48% | — | — | |
| 22 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.47% | — | — | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.10% | — | — | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.96% | — | — | |
| 25 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-Other | 0.79% | — | — | |
| 26 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-Large Cap & Growth | 0.68% | — | — | |
| 27 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.68% | — | — | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.62% | — | — | |
| 29 | AMLPUSD | Alerian Mlp ETF | ETF-Other | 0.52% | — | — | |
| 30 | GOF | Guggenheim Strategic Opportunities Fund | Stock-Other | 0.51% | — | — | |
| 31 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.46% | — | — | |
| 32 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.41% | — | — | |
| 33 | ✓ | Spdr Index Shs Fds | Stock-Other | 0.36% | — | — | |
| 34 | ✓ | Vanguard Growth ETF | ETF-Other | 0.36% | — | — | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.27% | — | — | |
| 36 | AAPL | Apple Computer | Stock-Tech | 0.25% | — | — | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.23% | -1.85% | — | |
| 38 | FXN | First Trust Energy Alphadex | ETF-Other | 0.23% | — | — | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.23% | — | — | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.23% | -1.09% | — | |
| 41 | ✓ | Market Vectors ETF Tr | ETF-Other | 0.21% | — | — | |
| 42 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.21% | — | — | |
| 43 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 0.20% | — | — | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.18% | — | — | |
| 45 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.15% | — | — | |
| 46 | NEE | Nextera Energy INC | Stock-Utilities | 0.14% | — | — | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.12% | — | — | |
| 48 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.12% | — | — | |
| 49 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.11% | — | — | |
| 50 | PDM | Piedmont Realty Trust, Inc. | Stock-Other | 0.11% | — | — |