|
TSPA
|
US |
T ROWE PRICE US EQY RESEARCH |
1,368,509 |
$51M |
16.88% |
4.9%
|
- |
|
COWZ
|
US |
PACER US CASH COWS 100 ETF |
767,454 |
$43M |
14.46% |
8.5%
|
- |
|
SCHG
|
US |
SCHWAB US LARGE-CAP GROWTH |
1,286,419 |
$36M |
11.96% |
310.9%
|
- |
|
DGRO
|
US |
ISHARES CORE DIVIDEND GROWTH |
410,593 |
$25M |
8.40% |
5.4%
|
- |
|
SCHX
|
US |
SCHWAB US LARGE-CAP ETF |
1,063,856 |
$25M |
8.23% |
218.8%
|
- |
|
VOE
|
US |
VANGUARD MID-CAP VALUE ETF |
60,523 |
$10M |
3.27% |
7.4%
|
- |
|
VOT
|
US |
VANGUARD MID-CAP GROWTH ETF |
27,415 |
$7M |
2.32% |
5.4%
|
- |
|
IJR
|
US |
ISHARES CORE S&P SMALL-CAP E |
56,092 |
$6M |
2.16% |
7.4%
|
- |
|
FSMD
|
US |
FIDELITY SMALL-MID MULTIFACT |
153,841 |
$6M |
2.11% |
100.0%
|
- |
|
SLYV
|
US |
SPDR S&P 600 SMALL CAP VALUE |
72,610 |
$6M |
2.11% |
8.1%
|
- |
|
XSMO
|
US |
INVESCO S&P SMALLCAP MOMENTU |
95,688 |
$6M |
2.11% |
8.0%
|
- |
|
CALF
|
US |
PACER US SMALL CAP CASH COWS |
135,328 |
$6M |
1.99% |
11.1%
|
- |
|
ONEV
|
US |
SPDR RUSSELL LOW VOL FOCUS |
37,999 |
$5M |
1.59% |
7.9%
|
- |
|
SDVY
|
US |
FIRST TRUST SMID CAP RISING |
131,541 |
$5M |
1.57% |
100.0%
|
- |
|
PG
|
US |
PROCTER & GAMBLE CO/THE |
23,579 |
$4M |
1.32% |
-2.6%
|
- |
|
PVAL
|
US |
PUTNAM FOCUSED LRG CAP VALUE |
87,052 |
$3M |
1.08% |
-23.3%
|
- |
|
MOAT
|
US |
VANECK MORNINGSTAR WIDE MOAT |
33,996 |
$3M |
1.05% |
-26.3%
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
63,278 |
$3M |
1.01% |
-6.5%
|
- |
|
WINN
|
US |
HARBOR LONG-TERM GROWERS ETF |
105,718 |
$3M |
0.96% |
-25.8%
|
- |
|
BSV
|
US |
VANGUARD SHORT-TERM BOND ETF |
33,553 |
$3M |
0.86% |
-7.2%
|
- |