Crusonia Wealth Advisors LLC Diversified Active

Location: Denver, CO

CIK: 0002112003 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 12, 2026

Total Value: $485M (100.0% shares, 0.0% debt)

Holdings (194)

DFUS DIMENSIONAL ETF TRUST 9.3%
Value $44.99M Shares 634,502 Est. Cost $73.96 Unrealized
DFAI DIMENSIONAL ETF TRUST 7.1%
Value $34.58M Shares 887,494 Est. Cost $38.19 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 6.3%
Value $30.68M Shares 651,759 Est. Cost $47.34 Unrealized
VCRB VANGUARD MALVERN FDS 3.9%
Value $19.05M Shares 246,198 Est. Cost $77.76 Unrealized
FEX FIRST TR EXCHANGE-TRADED ALP 3.3%
Value $16.13M Shares 132,254 Est. Cost $118.62 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 3.1%
Value $15.12M Shares 201,078 Est. Cost $75.06 Unrealized
UITB VICTORY PORTFOLIOS II 3.1%
Value $15.05M Shares 320,164 Est. Cost $47.35 Unrealized
VTV VANGUARD INDEX FDS 3.0%
Value $14.62M Shares 74,524 Est. Cost $191.29 Unrealized
QLTY GMO ETF TRUST 2.9%
Value $14.18M Shares 391,806 Est. Cost $38.35 Unrealized
AAPL APPLE INC 2.7%
Value $13.31M Shares 52,460 Est. Cost $268.21 Unrealized -2.0%
FTSM FIRST TR EXCHANGE-TRADED FD 2.5%
Value $12.1M Shares 202,435 Est. Cost $59.93 Unrealized
DFAE DIMENSIONAL ETF TRUST 2.3%
Value $11.36M Shares 335,404 Est. Cost $32.68 Unrealized
VB VANGUARD INDEX FDS 2.1%
Value $10.11M Shares 38,583 Est. Cost $258.11 Unrealized
FYX FIRST TR EXCHANGE-TRADED ALP 1.8%
Value $8.818M Shares 73,878 Est. Cost $113.14 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 1.8%
Value $8.646M Shares 198,025 Est. Cost $37.87 Unrealized
VONE VANGUARD SCOTTSDALE FDS 1.7%
Value $8.26M Shares 27,989 Est. Cost $309.04 Unrealized
VUG VANGUARD INDEX FDS 1.5%
Value $7.377M Shares 16,888 Est. Cost $471.99 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 1.5%
Value $7.121M Shares 111,418 Est. Cost $66.18 Unrealized
VTEB VANGUARD MUN BD FDS 1.2%
Value $5.751M Shares 115,271 Est. Cost $50.19 Unrealized
FDT FIRST TR EXCH TRD ALPHDX FD 1.1%
Value $5.205M Shares 59,874 Est. Cost $79.45 Unrealized
VEA VANGUARD TAX-MANAGED FDS 1.1%
Value $5.196M Shares 81,082 Est. Cost $62.47 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 1.0%
Value $4.807M Shares 101,130 Est. Cost $46.92 Unrealized
IEFA ISHARES TR 1.0%
Value $4.738M Shares 52,338 Est. Cost $89.46 Unrealized
MSFT MICROSOFT CORP 0.9%
Value $4.434M Shares 11,977 Est. Cost $495.93 Unrealized -12.4%
RDVY FIRST TR EXCHANGE TRADED FD 0.8%
Value $4.069M Shares 59,597 Est. Cost $69.47 Unrealized
VOO VANGUARD INDEX FDS 0.8%
Value $4.004M Shares 6,700 Est. Cost $625.02 Unrealized
NVDA NVIDIA CORPORATION 0.8%
Value $3.765M Shares 21,587 Est. Cost $186.36 Unrealized +0.1%
FDEC FIRST TR EXCHNG TRADED FD VI 0.8%
Value $3.664M Shares 73,688 Est. Cost $51.18 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.7%
Value $3.535M Shares 77,061 Est. Cost $45.89 Unrealized
SCHX SCHWAB STRATEGIC TR 0.7%
Value $3.478M Shares 135,639 Est. Cost $26.89 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value $3.354M Shares 7,000 Est. Cost $497.45 Unrealized -0.8%
EVIM MORGAN STANLEY ETF TRUST 0.7%
Value $3.167M Shares 60,266 Est. Cost $52.93 Unrealized
PEP PEPSICO INC 0.6%
Value $3.051M Shares 19,645 Est. Cost $146.11 Unrealized +5.9%
VTI VANGUARD INDEX FDS 0.6%
Value $2.929M Shares 9,132 Est. Cost $335.27 Unrealized
V VISA INC 0.6%
Value $2.886M Shares 9,548 Est. Cost $340.38 Unrealized -3.3%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.6%
Value $2.777M Shares 96,719 Est. Cost $23.23 Unrealized
QQQ INVESCO QQQ TR 0.6%
Value $2.758M Shares 4,779 Est. Cost $614.30 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.6%
Value $2.698M Shares 29,086 Est. Cost $92.51 Unrealized
FDTS FIRST TR EXCH TRD ALPHDX FD 0.5%
Value $2.55M Shares 39,440 Est. Cost $58.37 Unrealized
FEMS FIRST TR EXCH TRD ALPHDX FD 0.5%
Value $2.472M Shares 54,276 Est. Cost $42.10 Unrealized
BND VANGUARD BD INDEX FDS 0.5%
Value $2.464M Shares 33,466 Est. Cost $74.07 Unrealized
SCHK SCHWAB STRATEGIC TR 0.5%
Value $2.458M Shares 78,464 Est. Cost $32.80 Unrealized
MUB ISHARES TR 0.5%
Value $2.377M Shares 22,394 Est. Cost $106.82 Unrealized
IVW ISHARES TR 0.5%
Value $2.204M Shares 19,486 Est. Cost $123.26 Unrealized
JAAA JANUS DETROIT STR TR 0.5%
Value $2.186M Shares 43,394 Est. Cost $50.49 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value $2.118M Shares 12,486 Est. Cost $115.49 Unrealized +20.1%
GOOGL ALPHABET INC 0.4%
Value $2.089M Shares 7,264 Est. Cost $288.60 Unrealized +12.0%
IVV ISHARES TR 0.4%
Value $1.956M Shares 2,994 Est. Cost $684.91 Unrealized
IVE ISHARES TR 0.4%
Value $1.931M Shares 9,144 Est. Cost $212.08 Unrealized
SUB ISHARES TR 0.4%
Value $1.876M Shares 17,618 Est. Cost $106.67 Unrealized
PULS PGIM ETF TR 0.4%
Value $1.795M Shares 36,269 Est. Cost $49.59 Unrealized
AMZN AMAZON COM INC 0.4%
Value $1.761M Shares 8,457 Est. Cost $228.55 Unrealized -0.8%
GOOG ALPHABET INC 0.4%
Value $1.76M Shares 6,136 Est. Cost $287.23 Unrealized +12.7%
COST COSTCO WHOLESALE CORPORATION 0.3%
Value $1.652M Shares 1,658 Est. Cost $909.41 Unrealized +6.0%
PDN INVESCO EXCH TRADED FD TR II 0.3%
Value $1.609M Shares 37,095 Est. Cost $42.19 Unrealized
ITOT ISHARES TR 0.3%
Value $1.581M Shares 11,099 Est. Cost $148.43 Unrealized
IMTM ISHARES TR 0.3%
Value $1.551M Shares 32,296 Est. Cost $47.99 Unrealized
PXF INVESCO EXCH TRADED FD TR II 0.3%
Value $1.525M Shares 21,818 Est. Cost $65.54 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value $1.501M Shares 27,763 Est. Cost $53.76 Unrealized
IJT ISHARES TR 0.3%
Value $1.492M Shares 10,311 Est. Cost $141.15 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value $1.49M Shares 5,065 Est. Cost $309.60 Unrealized +0.6%
GDX VANECK ETF TRUST 0.3%
Value $1.462M Shares 15,930 Est. Cost $85.93 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.3%
Value $1.439M Shares 2,212 Est. Cost $681.92 Unrealized
AVDE AMERICAN CENTY ETF TR 0.3%
Value $1.434M Shares 16,905 Est. Cost $82.32 Unrealized
COMT ISHARES U S ETF TR 0.3%
Value $1.364M Shares 40,334 Est. Cost $24.89 Unrealized
IWD ISHARES TR 0.3%
Value $1.305M Shares 6,107 Est. Cost $210.34 Unrealized
IJR ISHARES TR 0.3%
Value $1.283M Shares 10,318 Est. Cost $120.18 Unrealized
KAYNE ANDERSON ENERGY INFRST 0.3%
Value $1.224M Shares 85,735 Est. Cost $13.87 Unrealized
NFLX NETFLIX INC. 0.2%
Value $1.211M Shares 12,595 Est. Cost $100.60 Unrealized -16.7%
FVD FIRST TR EXCHANGE-TRADED FD 0.2%
Value $1.193M Shares 25,363 Est. Cost $46.08 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value $1.164M Shares 1,925 Est. Cost $547.18 Unrealized +9.8%
TSLA TESLA INC 0.2%
Value $1.16M Shares 3,121 Est. Cost $443.29 Unrealized -3.9%
DELL DELL TECHNOLOGIES INC 0.2%
Value $1.149M Shares 7,000 Est. Cost $140.75 Unrealized -15.4%
LMBS FIRST TR EXCHANGE-TRADED FD 0.2%
Value $1.061M Shares 21,304 Est. Cost $49.99 Unrealized
FSIG FIRST TR EXCHANGE-TRADED FD 0.2%
Value $1.055M Shares 55,709 Est. Cost $19.19 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value $1.012M Shares 2,025 Est. Cost $558.63 Unrealized -3.5%
EFA ISHARES TR 0.2%
Value $993K Shares 10,228 Est. Cost $96.03 Unrealized
QUAL ISHARES TR 0.2%
Value $942K Shares 4,913 Est. Cost $198.62 Unrealized
LLY ELI LILLY & CO 0.2%
Value $942K Shares 1,024 Est. Cost $962.70 Unrealized +8.8%
AVGO BROADCOM INC 0.2%
Value $912K Shares 2,947 Est. Cost $357.00 Unrealized -6.4%
JMUB J P MORGAN EXCHANGE TRADED F 0.2%
Value $902K Shares 18,045 Est. Cost $50.50 Unrealized
VPU VANGUARD WORLD FD 0.2%
Value $889K Shares 4,489 Est. Cost $185.60 Unrealized
FNDX SCHWAB STRATEGIC TR 0.2%
Value $847K Shares 30,430 Est. Cost $27.21 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value $846K Shares 3,463 Est. Cost $198.51 Unrealized +14.8%
CVX CHEVRON CORPORATION 0.2%
Value $843K Shares 4,075 Est. Cost $152.82 Unrealized +12.5%
FEM FIRST TR EXCH TRD ALPHDX FD 0.2%
Value $840K Shares 28,055 Est. Cost $27.35 Unrealized
SCHD SCHWAB STRATEGIC TR 0.2%
Value $840K Shares 27,376 Est. Cost $27.52 Unrealized
SUSL ISHARES TR 0.2%
Value $824K Shares 7,255 Est. Cost $120.31 Unrealized
SHV ISHARES TR 0.2%
Value $823K Shares 7,455 Est. Cost $110.15 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 0.2%
Value $820K Shares 7,401 Est. Cost $98.60 Unrealized
PYLD PIMCO ETF TR 0.2%
Value $788K Shares 30,067 Est. Cost $26.68 Unrealized
PXH INVESCO EXCH TRADED FD TR II 0.2%
Value $774K Shares 28,766 Est. Cost $25.81 Unrealized
IJH ISHARES TR 0.2%
Value $752K Shares 11,132 Est. Cost $66.00 Unrealized
HDV ISHARES TR 0.2%
Value $747K Shares 5,503 Est. Cost $121.61 Unrealized
IEF ISHARES TR 0.2%
Value $734K Shares 7,690 Est. Cost $95.44 Unrealized
RLY SSGA ACTIVE ETF TR 0.1%
Value $700K Shares 19,370 Est. Cost $36.15 Unrealized
AVEM AMERICAN CENTY ETF TR 0.1%
Value $676K Shares 8,393 Est. Cost $77.02 Unrealized
IJS ISHARES TR 0.1%
Value $675K Shares 5,699 Est. Cost $113.72 Unrealized
DFEB FIRST TR EXCHNG TRADED FD VI 0.1%
Value $661K Shares 13,960 Est. Cost $47.67 Unrealized
META META PLATFORMS INC 0.1%
Value $654K Shares 1,143 Est. Cost $665.21 Unrealized -1.5%
EEM ISHARES TR 0.1%
Value $652K Shares 11,483 Est. Cost $54.71 Unrealized
SPTM SPDR SERIES TRUST 0.1%
Value $649K Shares 8,212 Est. Cost $82.50 Unrealized
IEMG ISHARES INC 0.1%
Value $646K Shares 9,264 Est. Cost $67.56 Unrealized
AAPL APPLE INC 0.1%
Value $634K Shares 2,500 Est. Cost $268.21 Unrealized -2.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $623K Shares 2,570 Est. Cost $297.89 Unrealized -4.7%
AFSM FIRST TR EXCHNG TRADED FD VI 0.1%
Value $618K Shares 18,801 Est. Cost $32.88 Unrealized
HD HOME DEPOT INC 0.1%
Value $606K Shares 1,842 Est. Cost $364.90 Unrealized +3.3%
WFC WELLS FARGO & CO 0.1%
Value $586K Shares 7,362 Est. Cost $86.72 Unrealized +3.8%
RACE FERRARI N V 0.1%
Value $571K Shares 1,686 Est. Cost $400.15 Unrealized -10.9%
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value $564K Shares 12,932 Est. Cost $44.32 Unrealized
MGNR AMERICAN BEACON SELECT FUNDS 0.1%
Value $560K Shares 10,848 Est. Cost $51.58 Unrealized
YMAR FIRST TR EXCHNG TRADED FD VI 0.1%
Value $557K Shares 20,361 Est. Cost $27.02 Unrealized
IJK ISHARES TR 0.1%
Value $555K Shares 5,520 Est. Cost $96.88 Unrealized
AGX ARGAN INC 0.1%
Value $551K Shares 1,011 Est. Cost $316.84 Unrealized +17.0%
SCHF SCHWAB STRATEGIC TR 0.1%
Value $549K Shares 22,170 Est. Cost $24.04 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value $536K Shares 6,038 Est. Cost $88.70 Unrealized
HON HONEYWELL INTL INC 0.1%
Value $526K Shares 2,329 Est. Cost $197.32 Unrealized +14.5%
PHYS SPROTT ASSET MANAGEMENT LP 0.1%
Value $524K Shares 14,799 Est. Cost $35.44 Unrealized
FEBM FIRST TR EXCHNG TRADED FD VI 0.1%
Value $517K Shares 17,052 Est. Cost $30.38 Unrealized
STWD STARWOOD PPTY TR INC 0.1%
Value $517K Shares 30,016 Est. Cost $17.22 Unrealized
SAUG FIRST TR EXCHNG TRADED FD VI 0.1%
Value $515K Shares 20,000 Est. Cost $25.51 Unrealized
CAT CATERPILLAR INC 0.1%
Value $505K Shares 713 Est. Cost $561.10 Unrealized +22.0%
IWF ISHARES TR 0.1%
Value $500K Shares 1,172 Est. Cost $471.97 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value $485K Shares 1,605 Est. Cost $356.94 Unrealized -0.2%
IGOV ISHARES TR 0.1%
Value $482K Shares 11,749 Est. Cost $41.06 Unrealized
IVOG VANGUARD ADMIRAL FDS INC 0.1%
Value $462K Shares 3,698 Est. Cost $120.20 Unrealized
GEV GE VERNOVA INC 0.1%
Value $457K Shares 524 Est. Cost $637.11 Unrealized +15.7%
FNDF SCHWAB STRATEGIC TR 0.1%
Value $445K Shares 9,094 Est. Cost $45.21 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value $438K Shares 2,282 Est. Cost $191.59 Unrealized
GE GE AEROSPACE 0.1%
Value $436K Shares 1,535 Est. Cost $302.50 Unrealized +5.2%
TGT TARGET CORP 0.1%
Value $430K Shares 3,549 Est. Cost $92.22 Unrealized +18.4%
IJJ ISHARES TR 0.1%
Value $414K Shares 3,126 Est. Cost $131.59 Unrealized
FNOV FIRST TR EXCHNG TRADED FD VI 0.1%
Value $404K Shares 7,567 Est. Cost $54.83 Unrealized
DDFN INNOVATOR ETFS TRUST 0.1%
Value $399K Shares 21,026 Est. Cost $19.00 Unrealized
MRK MERCK & CO INC 0.1%
Value $384K Shares 3,190 Est. Cost $97.74 Unrealized +16.9%
IWC ISHARES TR 0.1%
Value $383K Shares 2,397 Est. Cost $157.70 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.1%
Value $381K Shares 2,911 Est. Cost $107.08 Unrealized +30.6%
TIP ISHARES TR 0.1%
Value $376K Shares 3,407 Est. Cost $110.35 Unrealized
FFEB FIRST TR EXCHNG TRADED FD VI 0.1%
Value $375K Shares 6,711 Est. Cost $56.62 Unrealized
WMT WALMART INC 0.1%
Value $371K Shares 2,988 Est. Cost $111.15 Unrealized +9.8%
FDL FIRST TR EXCHANGE-TRADED FD 0.1%
Value $370K Shares 7,286 Est. Cost $44.34 Unrealized
SDY SPDR SERIES TRUST 0.1%
Value $370K Shares 2,536 Est. Cost $139.16 Unrealized
JULM FIRST TR EXCHNG TRADED FD VI 0.1%
Value $363K Shares 10,820 Est. Cost $33.60 Unrealized
MS MORGAN STANLEY 0.1%
Value $362K Shares 2,200 Est. Cost $166.99 Unrealized +7.6%
DYNF BLACKROCK ETF TRUST 0.1%
Value $361K Shares 6,210 Est. Cost $60.23 Unrealized
IBDS ISHARES TR 0.1%
Value $361K Shares 14,890 Est. Cost $24.28 Unrealized
PG PROCTER & GAMBLE CO 0.1%
Value $353K Shares 2,447 Est. Cost $147.77 Unrealized +2.7%
VBR VANGUARD INDEX FDS 0.1%
Value $348K Shares 1,601 Est. Cost $211.80 Unrealized
IBDT ISHARES TR 0.1%
Value $346K Shares 13,655 Est. Cost $25.45 Unrealized
MCK MCKESSON CORP 0.1%
Value $341K Shares 394 Est. Cost $815.57 Unrealized +7.3%
SSB SOUTHSTATE BK CORP 0.1%
Value $340K Shares 3,673 Est. Cost $91.84 Unrealized +9.9%
SQQQ PROSHARES TR 0.1%
Value $331K Shares 4,115 Est. Cost $80.49 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value $320K Shares 2,164 Est. Cost $143.63 Unrealized
KO COCA COLA CO 0.1%
Value $316K Shares 4,159 Est. Cost $69.47 Unrealized +7.6%
SCHY SCHWAB STRATEGIC TR 0.1%
Value $315K Shares 9,965 Est. Cost $29.96 Unrealized
LIN LINDE PLC 0.1%
Value $314K Shares 633 Est. Cost $433.64 Unrealized +6.1%
MINO PIMCO ETF TR 0.1%
Value $313K Shares 6,933 Est. Cost $45.31 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value $304K Shares 2,284 Est. Cost $143.97 Unrealized
AOR ISHARES TR 0.1%
Value $299K Shares 4,647 Est. Cost $65.01 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value $297K Shares 1,463 Est. Cost $263.99 Unrealized -8.8%
GJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value $287K Shares 7,275 Est. Cost $39.60 Unrealized
AMLP ALPS ETF TR 0.1%
Value $285K Shares 5,415 Est. Cost $47.09 Unrealized
IWR ISHARES TR 0.1%
Value $283K Shares 2,913 Est. Cost $96.27 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value $281K Shares 2,735 Est. Cost $127.30 Unrealized -9.3%
AFLG FIRST TR EXCHNG TRADED FD VI 0.1%
Value $279K Shares 7,235 Est. Cost $39.10 Unrealized
GLD SPDR GOLD TR 0.1%
Value $277K Shares 644 Est. Cost $398.05 Unrealized
ESGD ISHARES TR 0.1%
Value $275K Shares 2,879 Est. Cost $95.08 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.1%
Value $274K Shares 5,414 Est. Cost $51.13 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value $272K Shares 1,275 Est. Cost $157.74 Unrealized +43.2%
V VISA INC 0.1%
Value $272K Shares 900 Est. Cost $340.38 Unrealized -3.3%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value $270K Shares 604 Est. Cost $467.55 Unrealized 0.0%
SCHA SCHWAB STRATEGIC TR 0.1%
Value $264K Shares 9,064 Est. Cost $28.48 Unrealized
ABBV ABBVIE INC 0.1%
Value $262K Shares 1,207 Est. Cost $227.54 Unrealized -2.2%
VBK VANGUARD INDEX FDS 0.1%
Value $262K Shares 865 Est. Cost $302.04 Unrealized
CSCO CISCO SYS INC 0.1%
Value $255K Shares 3,289 Est. Cost $73.97 Unrealized +5.3%
RTX RTX CORPORATION 0.1%
Value $252K Shares 1,308 Est. Cost $196.61 Unrealized 0.0%
DDFO INNOVATOR ETFS TRUST 0.1%
Value $250K Shares 11,676 Est. Cost $21.45 Unrealized
NEM NEWMONT CORP 0.1%
Value $249K Shares 2,297 Est. Cost $118.12 Unrealized 0.0%
SBAR SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value $248K Shares 10,094 Est. Cost $24.54 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value $246K Shares 729 Est. Cost $387.04 Unrealized 0.0%
IBDU ISHARES TR 0.1%
Value $244K Shares 10,506 Est. Cost $23.40 Unrealized
AKRE PROFESIONALLY MANAGED PORTFO 0.0%
Value $229K Shares 4,337 Est. Cost $65.51 Unrealized
BAC BANK AMERICA CORP 0.0%
Value $223K Shares 4,582 Est. Cost $52.83 Unrealized +1.6%
IBDR ISHARES TR 0.0%
Value $219K Shares 9,031 Est. Cost $24.23 Unrealized
VIS VANGUARD WORLD FD 0.0%
Value $214K Shares 685 Est. Cost $298.24 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.0%
Value $211K Shares 2,383 Est. Cost $91.44 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value $209K Shares 7,183 Est. Cost $32.18 Unrealized
C CITIGROUP INC 0.0%
Value $209K Shares 1,842 Est. Cost $116.18 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $209K Shares 1,026 Est. Cost $224.60 Unrealized -1.3%
AMAT APPLIED MATLS INC 0.0%
Value $208K Shares 608 Est. Cost $326.57 Unrealized 0.0%
LDSF FIRST TR EXCHNG TRADED FD VI 0.0%
Value $206K Shares 10,870 Est. Cost $19.16 Unrealized
SFEB FIRST TR EXCHNG TRADED FD VI 0.0%
Value $203K Shares 8,550 Est. Cost $23.75 Unrealized
WELL WELLTOWER INC 0.0%
Value $201K Shares 1,017 Est. Cost $186.94 Unrealized 0.0%
TYGO TIGO ENERGY INC 0.0%
Value $43,285 Shares 11,512 Est. Cost $2.99 Unrealized 0.0%