Raffa Wealth Management, LLC
- SEC CIK
- 0001631073
- Latest filing
- Jul 27, 2026
Holdings in Q2 2019
Holdings as of Jun 30, 2019, filed Jul 27, 2026. Long positions only; changes compare share counts with Q1 2019.
- Positions
- 728
- +10 vs. Q1 2019
- Portfolio value
- $756.4M
- +$508.7M (+205.4%) vs. Q1 2019
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DFA US Core Equity 1233203413 | Equities | 8,047,213 | $194.0M | 25.7% | +8,047,213 | New | – |
| Vanguard Short-Term Federal-Adm922031844 | Com | 5,594,036 | $59.9M | 7.9% | +5,594,036 | New | – |
| Vanguard Total Bond Market Index Fund921937504 | Mutual Fund | 3,190,810 | $34.9M | 4.6% | +3,190,810 | New | – |
| Vanguard Total International Bond Index Fund92203J209 | Mutual Fund | 1,012,702 | $34.8M | 4.6% | +1,012,702 | New | – |
| Vanguard Total Stock Mkt Index922908801 | COM | 421,421 | $30.8M | 4.1% | +421,421 | New | – |
| Vanguard SHT TRM Invt GRD922031877 | FIXED | 2,722,646 | $29.2M | 3.9% | +2,722,646 | New | – |
| Dfa Five Year Global233203884 | COM | 2,589,770 | $28.2M | 3.7% | +2,589,770 | New | – |
| Dfa One-Year Fixed-Income I233203603 | BOND FUNDS | 2,512,492 | $25.9M | 3.4% | +2,512,492 | New | – |
| Dfa World Ex US Government FXD Inc I23320G323 | BOND FUNDS | 2,359,505 | $25.0M | 3.3% | +2,359,505 | New | – |
| Dfa Emerging Markets I233203785 | Com | 751,927 | $21.1M | 2.8% | +751,927 | New | – |
| Vanguard922031810 | mf | 2,109,583 | $21.0M | 2.8% | +2,109,583 | New | – |
| Vanguard Total International Stock Index Fund921909784 | Mutual Fund | 177,715 | $20.1M | 2.7% | +177,715 | New | – |
| DFA International Value25434D203 | FUND | 783,066 | $13.4M | 1.8% | +783,066 | New | – |
| Dfa Two-Year Global Fixed-Income I233203645 | BOND FUNDS | 1,241,672 | $12.4M | 1.6% | +1,241,672 | New | – |
| Vanguard Inter Term T/Exempt Admiral Shares922907878 | Com | 792,234 | $11.4M | 1.5% | +792,234 | New | – |
| Dfa International Small Cap Eq233203629 | MF | 598,693 | $10.7M | 1.4% | +598,693 | New | – |
| Dfa Intermediate-Term Municipal BD I23320G315 | BOND FUNDS | 960,038 | $9.93M | 1.3% | +960,038 | New | – |
| US Treasury912828M80 | Convertible/ | 8,030,000 | $8.10M | 1.1% | +8,030,000 | New | – |
| Dfa Funds233203835 | mf | 197,703 | $7.63M | 1.0% | +197,703 | New | – |
| Schwab Government Money808515209 | MMS | 6,911,655 | $6.91M | 0.9% | +6,911,655 | New | – |
| Dfa Short Term Municipal Bond I233203439 | BOND FUNDS | 599,418 | $6.10M | 0.8% | +599,418 | New | – |
| Vanguard Limited Term Tax Exempt Admiral Shs922907886 | Com | 362,226 | $4.00M | 0.5% | +362,226 | New | – |
| Dfa Dimensional Funds233203397 | ETF | 175,841 | $3.89M | 0.5% | +175,841 | New | – |
| TIAA-CREF Mutual Funds Soc Cho87244W300 | ETF | 187,285 | $3.67M | 0.5% | +187,285 | New | – |
| Vanguard Total Bond MKT Index #584-Adm SH921937603 | Com | 333,366 | $3.64M | 0.5% | +333,366 | New | – |
| Cash Sweep00000CASH | CASH Asset | 3,498,761 | $3.50M | 0.5% | +3,498,761 | New | – |
| Dfa Dimensional Funds233203371 | COM | 265,638 | $3.45M | 0.5% | +265,638 | New | – |
| US Treasur NT9128283F5 | tn | 3,190,000 | $3.26M | 0.4% | +3,190,000 | New | – |
| Dfa Funds23320G521 | mf | 263,267 | $2.86M | 0.4% | +263,267 | New | – |
| Schwab Charles Family FD Schwa808515548 | Cash Sweep | 2,673,335 | $2.67M | 0.4% | +2,673,335 | New | – |
| Vanguard Shrt Trm Treas-ADM922031851 | COM | 216,768 | $2.30M | 0.3% | +216,768 | New | – |
| Tiaa-Cref Core Impact87245R672 | COM | 181,677 | $1.91M | 0.3% | +181,677 | New | – |
| Vanguard Federal Money Market922906300 | COM | 1,690,915 | $1.69M | 0.2% | +1,690,915 | New | – |
| Vanguard Index FDS922908710 | COM | 6,195 | $1.68M | 0.2% | +6,195 | New | – |
| United States Treas NTS 1.375 12/15/2019912828U73 | Govt Bond | 1,500,000 | $1.50M | 0.2% | +1,500,000 | New | – |
| Schwab Municipal Money U808515753 | SCHWAB NON-SWEEP MMF | 1,403,052 | $1.40M | 0.2% | +1,403,052 | New | – |
| US Treasu NT912828N30 | tn | 1,370,000 | $1.39M | 0.2% | +1,370,000 | New | – |
| Fnma Umbs LNG 30 Year 3.5 01/01/204831418CS47 | MBS | 1,237,044 | $1.27M | 0.2% | +1,237,044 | New | – |
| Dimensional Etftrust23320G505 | US Small Cap | 120,411 | $1.27M | 0.2% | +120,411 | New | – |
| Vanguard Index FDS Tot Stkidx922908728 | COM | 17,360 | $1.27M | 0.2% | +17,360 | New | – |
| United States Treas NTS 2 01/15/20219128283Q1 | Govt Bond | 1,260,000 | $1.26M | 0.2% | +1,260,000 | New | – |
| Eaton Vance Floating Rate Advantage Fund CL I N/L277923637 | Mutual Fund (Open End) - No Load | 115,891 | $1.24M | 0.2% | +115,891 | New | – |
| US Treasury9128282Y5 | FIXED | 1,200,000 | $1.22M | 0.2% | +1,200,000 | New | – |
| Neuberger Berman Altern Long S64128R608 | Equity Mutual Fu | 77,292 | $1.11M | 0.1% | +77,292 | New | – |
| Fidelity Tr 500 Index Ins Prem315911750 | MF | 10,028 | $1.03M | 0.1% | +10,028 | New | – |
| Diamond Hill25264S833 | mf | 37,566 | $1.02M | 0.1% | +37,566 | New | – |
| Alibaba Group Hldg Ltd 2.5 11/28/201901609WAC6 | Corp Bond | 900,000 | $900.4K | 0.1% | +900,000 | New | – |
| Ares Cap Corp 3.875 01/15/202004010LAP8 | Corp Bond | 850,000 | $853.6K | 0.1% | +850,000 | New | – |
| COPConocoPhillips | cb | 700,000 | $799.5K | 0.1% | +700,000 | New | History |
| Westlake Auto Recv Tr 2018-1 3.41 05/15/202396042NAL1 | MBS | 760,000 | $765.7K | 0.1% | +760,000 | New | – |
| Vanguard Tl Int Stock Index921909818 | ETF | 26,874 | $761.1K | 0.1% | +26,874 | New | – |
| Drive Auto Recv Tr 2018-4 4.09 01/15/202626209BAG4 | MBS | 740,000 | $760.3K | 0.1% | +740,000 | New | – |
| Home Depot Inc DTD 12/06/18 3.900 12/06/202800HDI3928 | Not Identified | 680,000 | $748.4K | 0.1% | +680,000 | New | – |
| AQR00203H719 | MUTUAL FUNDS - | 33,713 | $747.7K | 0.1% | +33,713 | New | – |
| US Treasury Inflation Index Bond DTD 04/29/16 0.125 04/15/202100TII0121 | Not Identified | 754,628 | $747.6K | 0.1% | +754,628 | New | – |
| American Funds Interm BD FD of Amer R6458809811 | Mutual Fund | 54,258 | $736.8K | 0.1% | +54,258 | New | – |
| PNC Financial Services DTD 04/22/19 3.450 04/23/202900PFS3429 | Not Identified | 700,000 | $736.5K | 0.1% | +700,000 | New | – |
| Walmart Inc DTD 06/27/18 3.700 06/26/202800WI33728 | Not Identified | 680,000 | $734.3K | 0.1% | +680,000 | New | – |
| BP Cap MKTS Amer Inc 4.234 11/06/202810373QAE0 | Corp Bond | 660,000 | $730.6K | 0.1% | +660,000 | New | – |
| IBM Corp DTD 05/15/19 3.300 05/15/202600IC33326 | Not Identified | 700,000 | $725.6K | 0.1% | +700,000 | New | – |
| Charles Schwab Corp DTD 05/22/19 3.250 05/22/202900CSC3229 | Not Identified | 700,000 | $723.4K | 0.1% | +700,000 | New | – |
| Metlife Inc 3 03/01/202559156RBM9 | Corp Bond | 700,000 | $722.2K | 0.1% | +700,000 | New | – |
| Metropolitan West Total Return BD I592905509 | FIXED | 65,491 | $713.9K | 0.1% | +65,491 | New | – |
| HCP Inc DTD 07/05/19 3.250 07/15/202600HI33226 | Not Identified | 710,000 | $710.6K | 0.1% | +710,000 | New | – |
| Bank Nova Scotia B C 2.45 09/19/2022064159KD7 | Corp Bond | 700,000 | $706.4K | 0.1% | +700,000 | New | – |
| Westpac Banking Corp961214CX9 | Yankee Bond (denominated & pays in US$) | 700,000 | $706.2K | 0.1% | +700,000 | New | – |
| MMKT Obligs Tr FH US Trsuryinst60934N682 | MUTUAL FUND | 702,870 | $702.9K | 0.1% | +702,870 | New | – |
| Leggett & Platt Inc524660AY3 | Corporate Bond - Domestic | 700,000 | $696.8K | 0.1% | +700,000 | New | – |
| 56517388056517388 | Not Identified | 59,091 | $692.1K | 0.1% | +59,091 | New | – |
| Vanguard Mun BD FD Inc St Txex922907803 | Mutual Fund | 42,978 | $680.3K | 0.1% | +42,978 | New | – |
| Goldman Sachs Group Inc Note M/W CLBL38141GWB6 | NOTE M/W CLBL | 644,000 | $673.1K | 0.1% | +644,000 | New | – |
| United States Treas NTS9128286T2 | US Government Note/Bond | 650,000 | $671.7K | 0.1% | +650,000 | New | – |
| Columbia Quality Income Inst19766J607 | Mutual Fund | 119,744 | $663.4K | 0.1% | +119,744 | New | – |
| American Funds US Government Securities026300814 | Mutual Fund | 45,648 | $637.3K | 0.1% | +45,648 | New | – |
| Commonbond St LN Tr 2018-B-GS 3.99 09/25/204520268MAC0 | MBS | 600,000 | $623.7K | 0.1% | +600,000 | New | – |
| Fremf Mtg Tr 2017-K729 20491125 FLT30306HAS9 | CMO - Other | 600,000 | $614.8K | 0.1% | +600,000 | New | – |
| Morgan Stanley61761JVL0 | cb | 570,000 | $601.4K | 0.1% | +570,000 | New | – |
| BlackRock Strategic Inco09260B382 | BOND | 58,897 | $583.7K | 0.1% | +58,897 | New | – |
| Starbucks Corp DTD 08/10/18 4.000 11/15/20280SC44028A | Not Identified | 530,000 | $577.7K | 0.1% | +530,000 | New | – |
| Citigroup Inc Note M/W CLBL172967JP7 | NOTE M/W CLBL | 550,000 | $569.0K | 0.1% | +550,000 | New | – |
| Sprint Spectrum Co LLC/Sprint 3.36 03/20/202385208NAA8 | Corp Bond | 568,125 | $568.3K | 0.1% | +568,125 | New | – |
| Drive Auto Recv Tr 2017-3 3.53 12/15/202326207KAG6 | MBS | 560,000 | $566.0K | 0.1% | +560,000 | New | – |
| Comcast Corp20030NCS8 | Convertible/ | 510,000 | $550.2K | 0.1% | +510,000 | New | – |
| CSMC Tr 2014-USA 4.3733 09/17/203712649AAN9 | MBS | 550,000 | $542.4K | 0.1% | +550,000 | New | – |
| UBS AG N Y BRH 3.625 09/09/202422546QAP2 | Corp Bond | 500,000 | $526.7K | 0.1% | +500,000 | New | – |
| BlackRock Credit Relative Value K09260C703 | Mutual Fund | 52,363 | $523.6K | 0.1% | +52,363 | New | – |
| Gnma Pass-Thru M Single Family 3.5 03/20/204636179R4E6 | MBS | 505,747 | $523.4K | 0.1% | +505,747 | New | – |
| PIMCO Credit Opportunities Bond Fund72201W394 | Mutual Fund | 52,104 | $523.1K | 0.1% | +52,104 | New | – |
| Americredit Auto Rec Tr 2018-3 4.04 11/18/202403066MAG1 | MBS | 500,000 | $522.4K | 0.1% | +500,000 | New | – |
| Manufacturers & Traders Tr Co 4 07/15/202471270QEB8 | Corp Bond | 500,000 | $520.3K | 0.1% | +500,000 | New | – |
| American Funds Bond Fund of Amer R6097873814 | Mutual Fund | 39,084 | $514.3K | 0.1% | +39,084 | New | – |
| Capital One Natl Assn Va 3.375 02/15/2023140420NB2 | Corp Bond | 500,000 | $510.0K | 0.1% | +500,000 | New | – |
| Associated BK N A BK 3.5 08/13/202104550KAA9 | Corp Bond | 500,000 | $509.2K | 0.1% | +500,000 | New | – |
| Bank Amer Corp Medium Term NTS 3.004 12/20/202306051GHC6 | Corp Bond | 498,000 | $507.1K | 0.1% | +498,000 | New | – |
| Detroit Edison Co 3.45 10/01/2020250847EF3 | Corp Bond | 500,000 | $506.4K | 0.1% | +500,000 | New | – |
| JP Morgan Chase & Co Note M/W Qtrly CLBL Var46647PAU0 | NOTE M/W QTRLY CLBL VAR | 480,000 | $503.4K | 0.1% | +480,000 | New | – |
| Australia & New Zeala BKG 2.7 11/16/202005253JAK7 | Corp Bond | 500,000 | $502.9K | 0.1% | +500,000 | New | – |
| Mitsubishi Ufj Financial Group 3.535 07/26/2021606822AW4 | Corp Bond | 490,000 | $501.0K | 0.1% | +490,000 | New | – |
| Royal BK Cda 2.35 10/30/202078012KJA6 | Corp Bond | 500,000 | $501.0K | 0.1% | +500,000 | New | – |
| Toronto Dominion Bank 2.25 11/05/201989114QAV0 | Corp Bond | 500,000 | $499.8K | 0.1% | +500,000 | New | – |
Sold out since Q1 2019 (718)
Positions held at the end of Q1 2019 that are gone from this filing.
The largest 100 of 718 by value last quarter.
| Security | Class | Shares in Q1 2019 | Value in Q1 2019 | % of portfolio in Q1 2019 | History |
|---|---|---|---|---|---|
| Vanguard Total Bond Market ETF921937835 | ETF | 1,670,718 | $135.6M | 54.8% | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 893,593 | $36.5M | 14.7% | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 347,273 | $14.8M | 6.0% | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 102,718 | $8.62M | 3.5% | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 46,065 | $6.67M | 2.7% | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 81,898 | $4.11M | 1.7% | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,034 | $2.27M | 0.9% | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 20,989 | $2.19M | 0.9% | – |
| iShares Tr464288612 | INTRM GOV CR ETF | 14,648 | $1.62M | 0.7% | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 13,101 | $1.43M | 0.6% | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 17,488 | $1.39M | 0.6% | – |
| AAPLApple Inc. | Stock | 7,273 | $1.38M | 0.6% | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 23,587 | $1.22M | 0.5% | – |
| MSFTMicrosoft Corp | Stock | 9,440 | $1.11M | 0.4% | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 17,244 | $1.09M | 0.4% | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,248 | $1.05M | 0.4% | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 7,085 | $912.0K | 0.4% | – |
| iShares Tr464287150 | CORE S&P TTL STK | 13,100 | $843.6K | 0.3% | – |
| VVisa Inc. | Stock | 4,949 | $773.0K | 0.3% | History |
| iShares Tr464288273 | EAFE SML CP ETF | 11,837 | $679.9K | 0.3% | – |
| iShares Tr464288877 | EAFE VALUE ETF | 12,878 | $629.5K | 0.3% | – |
| GOOGAlphabet Inc. | Stock | 536 | $628.9K | 0.3% | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 6,714 | $616.0K | 0.2% | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 5,956 | $592.1K | 0.2% | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 17,020 | $579.8K | 0.2% | – |
| CSCOCisco Systems, Inc. | Stock | 10,387 | $560.8K | 0.2% | History |
| PEPPepsiCo Inc | Stock | 4,546 | $557.1K | 0.2% | History |
| JPMJPMorgan Chase & Co | Stock | 5,421 | $548.8K | 0.2% | History |
| AMTAmerican Tower Corp | REIT | 2,703 | $532.7K | 0.2% | History |
| LOWLowes Companies Inc | Stock | 4,804 | $525.9K | 0.2% | History |
| COSTCostco Wholesale Corp | Stock | 1,878 | $454.7K | 0.2% | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 5,608 | $446.4K | 0.2% | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 4,017 | $433.4K | 0.2% | – |
| AXPAmerican Express Co | Stock | 3,597 | $393.2K | 0.2% | History |
| AMGNAmgen Inc | Stock | 2,045 | $388.5K | 0.2% | History |
| METAMeta Platforms, Inc. | Stock | 2,224 | $370.7K | 0.1% | History |
| BALLBALL Corp | COM | 6,380 | $369.1K | 0.1% | History |
| COPConocoPhillips | Stock | 5,278 | $352.3K | 0.1% | History |
| SBUXStarbucks Corp | Stock | 4,715 | $350.5K | 0.1% | History |
| VZVerizon Communications Inc | Stock | 5,819 | $344.1K | 0.1% | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 2,060 | $343.4K | 0.1% | – |
| MDTMedtronic plc | Stock | 3,687 | $335.8K | 0.1% | History |
| CVXChevron Corp | Stock | 2,716 | $334.6K | 0.1% | History |
| Vanguard Total International Bond ETF92203J407 | ETF | 5,972 | $333.1K | 0.1% | – |
| CPRTCopart Inc | COM | 5,483 | $332.2K | 0.1% | History |
| RJFRaymond James Financial Inc | COM | 4,096 | $329.4K | 0.1% | History |
| GOOGLAlphabet Inc. | Stock | 276 | $324.8K | 0.1% | History |
| DHRDanaher Corp | Stock | 2,443 | $322.5K | 0.1% | History |
| FFIVF5, Inc. | Stock | 2,013 | $315.9K | 0.1% | History |
| JJacobs Solutions Inc. | COM | 3,950 | $297.0K | 0.1% | History |
| Vanguard Real Estate ETF922908553 | ETF | 3,167 | $275.3K | 0.1% | – |
| EXPEExpedia Group, Inc. | Stock | 2,276 | $270.8K | 0.1% | History |
| DEDeere & Co | Stock | 1,495 | $239.0K | 0.1% | History |
| GSGoldman Sachs Group Inc | Stock | 1,221 | $234.4K | 0.1% | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,173 | $210.7K | 0.1% | – |
| PHParker-Hannifin Corp | Stock | 1,192 | $204.6K | 0.1% | History |
| iShares Core S&P 500 ETF464287200 | ETF | 700 | $199.2K | 0.1% | – |
| QCOMQualcomm Inc | Stock | 3,352 | $191.2K | 0.1% | History |
| Vanguard S&P 500 ETF922908363 | ETF | 733 | $190.2K | 0.1% | – |
| LKQLKQ Corp | COM | 6,457 | $183.3K | 0.1% | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,701 | $183.0K | 0.1% | – |
| SLBSLB Limited | Stock | 4,160 | $181.3K | 0.1% | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 3,428 | $181.1K | 0.1% | – |
| COFCapital One Financial Corp | Stock | 2,070 | $169.1K | 0.1% | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,389 | $166.5K | 0.1% | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 1,638 | $166.4K | 0.1% | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 1,708 | $156.5K | 0.1% | – |
| CVSCVS Health Corp | Stock | 2,699 | $145.6K | 0.1% | History |
| ADILAdial Pharmaceuticals, Inc. | COM NEW | 41,845 | $143.5K | 0.1% | History |
| Starz Entertainment Corp535919500 | CL B NON VTG | 9,086 | $137.2K | 0.1% | – |
| XOMExxonMobil Holdings Corp | Stock | 1,698 | $137.2K | 0.1% | History |
| GWWW.W. Grainger, Inc. | Stock | 444 | $133.6K | 0.1% | History |
| RMDResmed Inc | COM | 1,251 | $130.1K | 0.1% | History |
| iShares MSCI Eafe ETF464287465 | ETF | 1,886 | $122.3K | <0.1% | – |
| CPAYCorpay, Inc. | COM SHS | 490 | $120.8K | <0.1% | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 1,320 | $114.7K | <0.1% | – |
| LVSLas Vegas Sands Corp | COM | 1,872 | $114.1K | <0.1% | History |
| PDIPIMCO Dynamic Income Fund | SHS | 3,550 | $113.8K | <0.1% | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 600 | $113.6K | <0.1% | – |
| IRMIron Mountain Inc | COM | 3,165 | $112.2K | <0.1% | History |
| CNICanadian National Railway Co | Stock | 1,200 | $107.4K | <0.1% | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 1,525 | $103.8K | <0.1% | – |
| DISWalt Disney Co | Stock | 892 | $99.0K | <0.1% | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 2,230 | $95.7K | <0.1% | – |
| JNJJohnson & Johnson | Stock | 679 | $94.9K | <0.1% | History |
| PYPLPayPal Holdings, Inc. | Stock | 886 | $92.0K | <0.1% | History |
| XCURExicure, Inc. | COM | 85,749 | $85.7K | <0.1% | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,400 | $85.1K | <0.1% | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 1,518 | $83.1K | <0.1% | – |
| iShares Select Dividend ETF464287168 | ETF | 834 | $81.9K | <0.1% | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 1,233 | $81.5K | <0.1% | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 537 | $76.7K | <0.1% | – |
| iShares S&P 500 Value ETF464287408 | ETF | 680 | $76.6K | <0.1% | – |
| PFEPfizer Inc | Stock | 1,761 | $74.8K | <0.1% | History |
| New York Life Investments Et45409B107 | HEDGE MULTI STRA | 2,472 | $74.3K | <0.1% | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 958 | $73.9K | <0.1% | – |
| Vanguard Total World Stock ETF922042742 | ETF | 972 | $71.1K | <0.1% | – |
| NKENIKE, Inc. | Stock | 814 | $68.5K | <0.1% | History |
| UPSUnited Parcel Service Inc | Stock | 607 | $67.8K | <0.1% | History |
| iShares Russell Midcap ETF464287499 | ETF | 1,248 | $67.3K | <0.1% | – |