B.O.S.S. Retirement Advisors, LLC Diversified Active

CIK: 0001964810 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 23, 2025

Total Value ($000): $344,881 (100.0% shares, 0.0% debt)

Holdings (172)

VOO VANGUARD INDEX FDS 11.3%
Value ($000) $38,983 Shares 75,856 Est. Cost $527.93 Unrealized
VTI VANGUARD INDEX FDS 11.1%
Value ($000) $38,193 Shares 138,963 Est. Cost $286.10 Unrealized
SPYM SPDR SER TR 5.3%
Value ($000) $18,215 Shares 276,995 Est. Cost $68.46 Unrealized
COST COSTCO WHSL CORP NEW 3.5%
Value ($000) $12,011 Shares 12,699 Est. Cost $898.66 Unrealized +8.0%
VXUS VANGUARD STAR FDS 3.0%
Value ($000) $10,347 Shares 166,617 Est. Cost $60.11 Unrealized
SIXO AIM ETF PRODUCTS TRUST 2.8%
Value ($000) $9,669 Shares 306,184 Est. Cost $32.40 Unrealized
IWY ISHARES TR 2.5%
Value ($000) $8,682 Shares 41,158 Est. Cost $233.31 Unrealized
ICLO INVESCO ACTIVELY MANAGED EXC 2.2%
Value ($000) $7,444 Shares 292,027 Est. Cost $25.64 Unrealized
DECW AIM ETF PRODUCTS TRUST 2.1%
Value ($000) $7,277 Shares 242,967 Est. Cost $30.42 Unrealized
JANW AIM ETF PRODUCTS TRUST 1.9%
Value ($000) $6,595 Shares 198,575 Est. Cost $33.63 Unrealized
TUA SIMPLIFY EXCHANGE TRADED FUN 1.7%
Value ($000) $5,883 Shares 267,770 Est. Cost $21.52 Unrealized
BND VANGUARD BD INDEX FDS 1.7%
Value ($000) $5,855 Shares 79,710 Est. Cost $72.35 Unrealized
IWX ISHARES TR 1.7%
Value ($000) $5,799 Shares 70,559 Est. Cost $78.93 Unrealized
OCTW AIM ETF PRODUCTS TRUST 1.6%
Value ($000) $5,539 Shares 157,726 Est. Cost $35.56 Unrealized
IVV ISHARES TR 1.5%
Value ($000) $5,079 Shares 9,038 Est. Cost $579.96 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 1.5%
Value ($000) $5,040 Shares 85,879 Est. Cost $58.25 Unrealized
MSFT MICROSOFT CORP 1.4%
Value ($000) $4,855 Shares 12,933 Est. Cost $286.27 Unrealized +41.5%
NVDA NVIDIA CORPORATION 1.2%
Value ($000) $4,292 Shares 39,602 Est. Cost $103.19 Unrealized +22.8%
NORTHERN LTS FD TR IV 1.1%
Value ($000) $3,716 Shares 133,859 Est. Cost $28.57 Unrealized
EFV ISHARES TR 1.1%
Value ($000) $3,678 Shares 62,409 Est. Cost $53.00 Unrealized
IEMG ISHARES INC 1.1%
Value ($000) $3,649 Shares 67,608 Est. Cost $52.59 Unrealized
GDEC FIRST TR EXCHNG TRADED FD VI 1.0%
Value ($000) $3,616 Shares 109,207 Est. Cost $33.72 Unrealized
AAPL APPLE INC 1.0%
Value ($000) $3,475 Shares 15,645 Est. Cost $164.82 Unrealized +40.0%
AMZN AMAZON COM INC 1.0%
Value ($000) $3,301 Shares 17,348 Est. Cost $134.12 Unrealized +61.8%
EFG ISHARES TR 0.9%
Value ($000) $3,102 Shares 31,019 Est. Cost $97.80 Unrealized
BIL SPDR SER TR 0.8%
Value ($000) $2,740 Shares 29,866 Est. Cost $91.53 Unrealized
QBER ELEVATION SERIES TRUST 0.8%
Value ($000) $2,650 Shares 106,894 Est. Cost $24.99 Unrealized
FGD FIRST TR EXCHANGE TRADED FD 0.8%
Value ($000) $2,600 Shares 107,425 Est. Cost $22.62 Unrealized
IWS ISHARES TR 0.7%
Value ($000) $2,578 Shares 20,466 Est. Cost $129.62 Unrealized
SGOV ISHARES TR 0.7%
Value ($000) $2,568 Shares 25,506 Est. Cost $100.45 Unrealized
CLIP GLOBAL X FDS 0.7%
Value ($000) $2,567 Shares 25,557 Est. Cost $100.22 Unrealized
WDIV SPDR INDEX SHS FDS 0.7%
Value ($000) $2,552 Shares 39,188 Est. Cost $62.91 Unrealized
VYM VANGUARD WHITEHALL FDS 0.7%
Value ($000) $2,398 Shares 18,594 Est. Cost $126.84 Unrealized
TSLA TESLA INC 0.7%
Value ($000) $2,375 Shares 9,163 Est. Cost $235.92 Unrealized +41.3%
SPGI S&P GLOBAL INC 0.7%
Value ($000) $2,309 Shares 4,544 Est. Cost $387.44 Unrealized +31.0%
TYA SIMPLIFY EXCHANGE TRADED FUN 0.7%
Value ($000) $2,280 Shares 172,301 Est. Cost $12.45 Unrealized
DIV GLOBAL X FDS 0.6%
Value ($000) $1,905 Shares 101,094 Est. Cost $18.04 Unrealized
SCHX SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,895 Shares 85,815 Est. Cost $22.66 Unrealized
LISTED FD TR 0.5%
Value ($000) $1,784 Shares 49,776 Est. Cost $37.03 Unrealized
CSGP COSTAR GROUP INC 0.5%
Value ($000) $1,772 Shares 22,366 Est. Cost $75.52 Unrealized +0.7%
VOOG VANGUARD ADMIRAL FDS INC 0.5%
Value ($000) $1,757 Shares 5,252 Est. Cost $340.92 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $1,730 Shares 30,026 Est. Cost $56.41 Unrealized
QBUL ELEVATION SERIES TRUST 0.5%
Value ($000) $1,715 Shares 68,987 Est. Cost $25.30 Unrealized
LISTED FD TR 0.5%
Value ($000) $1,686 Shares 45,151 Est. Cost $37.35 Unrealized
JULU AIM ETF PRODUCTS TRUST 0.5%
Value ($000) $1,658 Shares 64,977 Est. Cost $25.51 Unrealized
META META PLATFORMS INC 0.5%
Value ($000) $1,648 Shares 2,860 Est. Cost $266.80 Unrealized +141.1%
IDXX IDEXX LABS INC 0.5%
Value ($000) $1,598 Shares 3,806 Est. Cost $438.63 Unrealized -1.0%
EDIV SPDR INDEX SHS FDS 0.5%
Value ($000) $1,568 Shares 43,921 Est. Cost $35.69 Unrealized
SIXJ AIM ETF PRODUCTS TRUST 0.4%
Value ($000) $1,533 Shares 51,204 Est. Cost $29.94 Unrealized
TLT ISHARES TR 0.4%
Value ($000) $1,528 Shares 16,786 Est. Cost $87.33 Unrealized
QQQ INVESCO QQQ TR 0.4%
Value ($000) $1,484 Shares 3,164 Est. Cost $507.43 Unrealized
IWP ISHARES TR 0.4%
Value ($000) $1,447 Shares 12,314 Est. Cost $126.75 Unrealized
CLOI VANECK ETF TRUST 0.4%
Value ($000) $1,371 Shares 25,955 Est. Cost $52.77 Unrealized
IAUM ISHARES GOLD TR 0.4%
Value ($000) $1,338 Shares 42,936 Est. Cost $26.17 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $1,336 Shares 8,639 Est. Cost $132.67 Unrealized +36.2%
IDEV ISHARES TR 0.4%
Value ($000) $1,308 Shares 18,981 Est. Cost $64.47 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $1,299 Shares 8,314 Est. Cost $174.55 Unrealized +4.5%
GLD SPDR GOLD TR 0.4%
Value ($000) $1,293 Shares 4,488 Est. Cost $242.71 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $1,265 Shares 27,322 Est. Cost $45.66 Unrealized
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $1,263 Shares 2,259 Est. Cost $586.02 Unrealized
MUB ISHARES TR 0.4%
Value ($000) $1,221 Shares 11,584 Est. Cost $106.53 Unrealized
USIG ISHARES TR 0.3%
Value ($000) $1,185 Shares 23,199 Est. Cost $50.67 Unrealized
NBOS NEUBERGER BERMAN ETF TRUST 0.3%
Value ($000) $1,134 Shares 44,328 Est. Cost $26.35 Unrealized
VEEV VEEVA SYS INC 0.3%
Value ($000) $1,119 Shares 4,829 Est. Cost $219.92 Unrealized +3.9%
VTWO VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1,104 Shares 13,687 Est. Cost $89.33 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,069 Shares 2,042 Est. Cost $495.43 Unrealized +0.8%
ANGL VANECK ETF TRUST 0.3%
Value ($000) $1,043 Shares 36,144 Est. Cost $28.67 Unrealized
HUBS HUBSPOT INC 0.3%
Value ($000) $1,031 Shares 1,805 Est. Cost $642.90 Unrealized +9.1%
SHOP SHOPIFY INC 0.3%
Value ($000) $1,015 Shares 10,634 Est. Cost $97.26 Unrealized +12.0%
NOW SERVICENOW INC 0.3%
Value ($000) $1,001 Shares 1,257 Est. Cost $202.58 Unrealized -4.9%
TEAM ATLASSIAN CORPORATION 0.3%
Value ($000) $993 Shares 4,680 Est. Cost $228.99 Unrealized +15.2%
OZ BELPOINTE PREP LLC 0.3%
Value ($000) $978 Shares 15,164 Est. Cost $70.66 Unrealized -9.4%
BNDX VANGUARD CHARLOTTE FDS 0.3%
Value ($000) $928 Shares 19,000 Est. Cost $49.35 Unrealized
WDAY WORKDAY INC 0.3%
Value ($000) $919 Shares 3,935 Est. Cost $255.47 Unrealized -0.1%
VGIT VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $895 Shares 15,074 Est. Cost $58.00 Unrealized
MASI MASIMO CORP 0.3%
Value ($000) $888 Shares 5,332 Est. Cost $157.91 Unrealized +9.9%
SMH VANECK ETF TRUST 0.3%
Value ($000) $884 Shares 4,178 Est. Cost $237.59 Unrealized
MSCI MSCI INC 0.2%
Value ($000) $850 Shares 1,503 Est. Cost $591.72 Unrealized -2.8%
LISTED FD TR 0.2%
Value ($000) $847 Shares 25,451 Est. Cost $34.65 Unrealized
LISTED FD TR 0.2%
Value ($000) $838 Shares 20,884 Est. Cost $41.60 Unrealized
LISTED FD TR 0.2%
Value ($000) $835 Shares 25,376 Est. Cost $34.58 Unrealized
LISTED FD TR 0.2%
Value ($000) $828 Shares 21,328 Est. Cost $40.18 Unrealized
LISTED FD TR 0.2%
Value ($000) $821 Shares 27,066 Est. Cost $31.34 Unrealized
LISTED FD TR 0.2%
Value ($000) $817 Shares 21,520 Est. Cost $39.14 Unrealized
AGG ISHARES TR 0.2%
Value ($000) $797 Shares 8,055 Est. Cost $97.48 Unrealized
ASML ASML HOLDING N V 0.2%
Value ($000) $754 Shares 1,138 Est. Cost $795.58 Unrealized
DFCF DIMENSIONAL ETF TRUST 0.2%
Value ($000) $741 Shares 17,615 Est. Cost $41.63 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.2%
Value ($000) $700 Shares 2,753 Est. Cost $290.70 Unrealized -4.3%
EFAV ISHARES TR 0.2%
Value ($000) $673 Shares 8,631 Est. Cost $77.92 Unrealized
DFSD DIMENSIONAL ETF TRUST 0.2%
Value ($000) $670 Shares 14,105 Est. Cost $46.88 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.2%
Value ($000) $648 Shares 3,915 Est. Cost $202.10 Unrealized -10.7%
CTA SIMPLIFY EXCHANGE TRADED FUN 0.2%
Value ($000) $623 Shares 21,048 Est. Cost $28.43 Unrealized
SNPS SYNOPSYS INC 0.2%
Value ($000) $615 Shares 1,435 Est. Cost $522.72 Unrealized -7.1%
SAIA SAIA INC 0.2%
Value ($000) $589 Shares 1,685 Est. Cost $494.69 Unrealized -12.1%
FDL FIRST TR MORNINGSTAR DIVID L 0.2%
Value ($000) $576 Shares 13,257 Est. Cost $43.44 Unrealized
IYW ISHARES TR 0.2%
Value ($000) $573 Shares 4,083 Est. Cost $151.63 Unrealized
IEFA ISHARES TR 0.2%
Value ($000) $570 Shares 7,538 Est. Cost $70.84 Unrealized
BILZ PIMCO ETF TR 0.2%
Value ($000) $557 Shares 5,503 Est. Cost $100.91 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $546 Shares 661 Est. Cost $584.63 Unrealized +41.4%
SMR NUSCALE PWR CORP 0.1%
Value ($000) $501 Shares 35,369 Est. Cost $20.21 Unrealized 0.0%
BUCK SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $497 Shares 20,143 Est. Cost $24.54 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $493 Shares 925 Est. Cost $353.66 Unrealized +37.5%
MTUM ISHARES TR 0.1%
Value ($000) $487 Shares 2,410 Est. Cost $202.12 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $484 Shares 2,050 Est. Cost $230.22 Unrealized +2.3%
DGRW WISDOMTREE TR 0.1%
Value ($000) $482 Shares 6,033 Est. Cost $80.73 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $471 Shares 1,510 Est. Cost $353.64 Unrealized -1.2%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $461 Shares 2,754 Est. Cost $151.96 Unrealized -1.0%
SVOL SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $459 Shares 25,262 Est. Cost $19.85 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $445 Shares 6,193 Est. Cost $64.61 Unrealized +14.1%
ABBV ABBVIE INC 0.1%
Value ($000) $436 Shares 2,080 Est. Cost $146.44 Unrealized +29.3%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $435 Shares 5,816 Est. Cost $74.72 Unrealized
MDB MONGODB INC 0.1%
Value ($000) $430 Shares 2,449 Est. Cost $282.40 Unrealized -13.7%
IWM ISHARES TR 0.1%
Value ($000) $408 Shares 2,045 Est. Cost $215.76 Unrealized
BA BOEING CO 0.1%
Value ($000) $403 Shares 2,361 Est. Cost $164.89 Unrealized +5.0%
IMCG ISHARES TR 0.1%
Value ($000) $396 Shares 5,550 Est. Cost $71.43 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $391 Shares 15,615 Est. Cost $27.87 Unrealized
LVHI LEGG MASON ETF INVT 0.1%
Value ($000) $390 Shares 12,036 Est. Cost $32.37 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $388 Shares 4,290 Est. Cost $89.15 Unrealized
SON SONOCO PRODS CO 0.1%
Value ($000) $385 Shares 8,140 Est. Cost $45.27 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $381 Shares 3,205 Est. Cost $101.87 Unrealized +5.2%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $378 Shares 1,462 Est. Cost $258.63 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $373 Shares 1,017 Est. Cost $304.90 Unrealized +24.9%
PEP PEPSICO INC 0.1%
Value ($000) $371 Shares 2,472 Est. Cost $161.70 Unrealized -11.3%
SBUX STARBUCKS CORP 0.1%
Value ($000) $365 Shares 3,717 Est. Cost $93.94 Unrealized +7.5%
AVGO BROADCOM INC 0.1%
Value ($000) $347 Shares 2,070 Est. Cost $160.74 Unrealized +30.5%
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $345 Shares 1,407 Est. Cost $151.91 Unrealized +65.2%
AYI ACUITY INC 0.1%
Value ($000) $343 Shares 1,302 Est. Cost $301.63 Unrealized 0.0%
IVW ISHARES TR 0.1%
Value ($000) $339 Shares 3,647 Est. Cost $101.54 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $336 Shares 1,099 Est. Cost $287.90 Unrealized +2.6%
LIN LINDE PLC 0.1%
Value ($000) $329 Shares 706 Est. Cost $444.55 Unrealized 0.0%
ADBE ADOBE INC 0.1%
Value ($000) $317 Shares 827 Est. Cost $488.76 Unrealized -12.3%
ORCL ORACLE CORP 0.1%
Value ($000) $316 Shares 2,264 Est. Cost $127.81 Unrealized +26.4%
IJH ISHARES TR 0.1%
Value ($000) $306 Shares 5,240 Est. Cost $61.51 Unrealized
JANT AIM ETF PRODUCTS TRUST 0.1%
Value ($000) $305 Shares 8,677 Est. Cost $36.02 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $305 Shares 4,939 Est. Cost $44.33 Unrealized +35.6%
HIGH SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $299 Shares 13,648 Est. Cost $22.83 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $299 Shares 3,819 Est. Cost $73.82 Unrealized +5.2%
IAU ISHARES GOLD TR 0.1%
Value ($000) $297 Shares 5,039 Est. Cost $58.96 Unrealized
SIXD AIM ETF PRODUCTS TRUST 0.1%
Value ($000) $295 Shares 11,236 Est. Cost $25.49 Unrealized
ZROZ PIMCO ETF TR 0.1%
Value ($000) $292 Shares 4,081 Est. Cost $74.72 Unrealized
OCTT AIM ETF PRODUCTS TRUST 0.1%
Value ($000) $289 Shares 7,753 Est. Cost $38.14 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $288 Shares 1,687 Est. Cost $176.65 Unrealized
T AT&T INC 0.1%
Value ($000) $285 Shares 10,093 Est. Cost $16.02 Unrealized +52.0%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $282 Shares 1,587 Est. Cost $199.18 Unrealized -9.5%
ABT ABBOTT LABS 0.1%
Value ($000) $282 Shares 2,123 Est. Cost $114.29 Unrealized +9.8%
PFE PFIZER INC 0.1%
Value ($000) $276 Shares 10,907 Est. Cost $30.80 Unrealized -19.8%
GDX VANECK ETF TRUST 0.1%
Value ($000) $268 Shares 5,826 Est. Cost $45.97 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $267 Shares 536 Est. Cost $545.04 Unrealized -1.0%
GDXJ VANECK ETF TRUST 0.1%
Value ($000) $266 Shares 4,642 Est. Cost $57.20 Unrealized
IQDG WISDOMTREE TR 0.1%
Value ($000) $262 Shares 7,355 Est. Cost $34.21 Unrealized
WMT WALMART INC 0.1%
Value ($000) $259 Shares 2,951 Est. Cost $85.80 Unrealized +8.3%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $254 Shares 585 Est. Cost $409.27 Unrealized -3.7%
IJR ISHARES TR 0.1%
Value ($000) $249 Shares 2,385 Est. Cost $115.21 Unrealized
ROL ROLLINS INC 0.1%
Value ($000) $245 Shares 4,543 Est. Cost $45.41 Unrealized +9.4%
DLN WISDOMTREE TR 0.1%
Value ($000) $242 Shares 3,045 Est. Cost $77.79 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $240 Shares 7,734 Est. Cost $30.99 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $237 Shares 1,626 Est. Cost $145.16 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $234 Shares 428 Est. Cost $369.81 Unrealized +59.7%
MO ALTRIA GROUP INC 0.1%
Value ($000) $229 Shares 3,819 Est. Cost $37.56 Unrealized +35.8%
KR KROGER CO 0.1%
Value ($000) $225 Shares 3,322 Est. Cost $62.27 Unrealized 0.0%
DECT AIM ETF PRODUCTS TRUST 0.1%
Value ($000) $222 Shares 7,149 Est. Cost $31.80 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $219 Shares 1,088 Est. Cost $216.79 Unrealized -1.8%
V VISA INC 0.1%
Value ($000) $217 Shares 618 Est. Cost $227.56 Unrealized +47.8%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $216 Shares 974 Est. Cost $221.73 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $213 Shares 683 Est. Cost $292.89 Unrealized 0.0%
SPYG SPDR SER TR 0.1%
Value ($000) $205 Shares 2,547 Est. Cost $80.84 Unrealized
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $203 Shares 420 Est. Cost $526.39 Unrealized -1.5%
IWB ISHARES TR 0.1%
Value ($000) $203 Shares 661 Est. Cost $322.20 Unrealized
EC ECOPETROL S A 0.0%
Value ($000) $137 Shares 13,130 Est. Cost $7.92 Unrealized
PRPL PURPLE INNOVATION INC 0.0%
Value ($000) $76 Shares 100,000 Est. Cost $0.91 Unrealized +1.8%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $48 Shares 1,000 Est. Cost $586.02 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $2 Shares 4,000 Est. Cost $586.02 Unrealized