Intrepid Financial Planning Group LLC Diversified Active

CIK: 0001641296 · Show all filings

Period: Q2 2022 (Next →)

Filing Date: Aug 15, 2022

Total Value ($000): $181,955 (100.0% shares, 0.0% debt)

Holdings (105)

IVV ISHARES TR 12.0%
Value ($000) $21,820 Shares 57,551 Est. Cost $379.14 Unrealized
PGX INVESCO EXCH TRADED FD TR II 9.0%
Value ($000) $16,331 Shares 1,323,454 Est. Cost $12.34 Unrealized
SPY SPDR S&P 500 ETF TR 8.3%
Value ($000) $15,160 Shares 40,186 Est. Cost $377.25 Unrealized
IWF ISHARES TR 5.1%
Value ($000) $9,235 Shares 42,227 Est. Cost $218.70 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 3.3%
Value ($000) $6,038 Shares 44,982 Est. Cost $134.23 Unrealized
AAPL APPLE INC 3.3%
Value ($000) $6,000 Shares 43,885 Est. Cost $148.64 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 2.9%
Value ($000) $5,213 Shares 41,007 Est. Cost $127.12 Unrealized
CMDY ISHARES U S ETF TR 2.7%
Value ($000) $4,954 Shares 85,055 Est. Cost $58.24 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 2.5%
Value ($000) $4,610 Shares 11,149 Est. Cost $413.49 Unrealized
KRE SPDR SER TR 2.3%
Value ($000) $4,188 Shares 72,101 Est. Cost $58.09 Unrealized
NWBI NORTHWEST BANCSHARES INC MD 2.2%
Value ($000) $3,937 Shares 307,572 Est. Cost $9.96 Unrealized 0.0%
LLY LILLY ELI & CO 2.1%
Value ($000) $3,802 Shares 11,726 Est. Cost $290.91 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 2.1%
Value ($000) $3,773 Shares 52,768 Est. Cost $71.50 Unrealized
XLI SELECT SECTOR SPDR TR 1.8%
Value ($000) $3,247 Shares 37,172 Est. Cost $87.35 Unrealized
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $3,197 Shares 18,010 Est. Cost $159.93 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR 1.6%
Value ($000) $2,970 Shares 21,605 Est. Cost $137.47 Unrealized
COST COSTCO WHSL CORP NEW 1.5%
Value ($000) $2,705 Shares 5,643 Est. Cost $484.91 Unrealized 0.0%
V VISA INC 1.5%
Value ($000) $2,650 Shares 13,457 Est. Cost $201.06 Unrealized 0.0%
SPYM SPDR SER TR 1.4%
Value ($000) $2,610 Shares 58,866 Est. Cost $44.34 Unrealized
ARKK ARK ETF TR 1.4%
Value ($000) $2,497 Shares 62,619 Est. Cost $39.88 Unrealized
JPM JPMORGAN CHASE & CO 1.4%
Value ($000) $2,484 Shares 22,062 Est. Cost $113.02 Unrealized 0.0%
XSD SPDR SER TR 1.4%
Value ($000) $2,466 Shares 16,251 Est. Cost $151.74 Unrealized
IWP ISHARES TR 1.3%
Value ($000) $2,351 Shares 29,678 Est. Cost $79.22 Unrealized
XLV SELECT SECTOR SPDR TR 1.3%
Value ($000) $2,350 Shares 18,322 Est. Cost $128.26 Unrealized
XLF SELECT SECTOR SPDR TR 1.3%
Value ($000) $2,333 Shares 74,181 Est. Cost $31.45 Unrealized
IWD ISHARES TR 1.1%
Value ($000) $2,079 Shares 14,339 Est. Cost $144.99 Unrealized
BX BLACKSTONE INC 1.1%
Value ($000) $1,912 Shares 20,955 Est. Cost $96.09 Unrealized 0.0%
DIA SPDR DOW JONES INDL AVERAGE 1.0%
Value ($000) $1,734 Shares 5,635 Est. Cost $307.72 Unrealized
XLU SELECT SECTOR SPDR TR 1.0%
Value ($000) $1,732 Shares 24,693 Est. Cost $70.14 Unrealized
DOX AMDOCS LTD 0.8%
Value ($000) $1,544 Shares 18,531 Est. Cost $76.07 Unrealized 0.0%
AMZN AMAZON COM INC 0.8%
Value ($000) $1,507 Shares 14,185 Est. Cost $125.13 Unrealized 0.0%
IWS ISHARES TR 0.8%
Value ($000) $1,505 Shares 14,821 Est. Cost $101.55 Unrealized
SPSM SPDR SER TR 0.8%
Value ($000) $1,420 Shares 39,462 Est. Cost $35.98 Unrealized
SPIP SPDR SER TR 0.7%
Value ($000) $1,347 Shares 48,950 Est. Cost $27.52 Unrealized
IWM ISHARES TR 0.6%
Value ($000) $1,149 Shares 6,783 Est. Cost $169.39 Unrealized
ITA ISHARES TR 0.6%
Value ($000) $1,140 Shares 11,491 Est. Cost $99.21 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.6%
Value ($000) $1,113 Shares 25,567 Est. Cost $55.82 Unrealized 0.0%
PFE PFIZER INC 0.6%
Value ($000) $1,107 Shares 21,117 Est. Cost $42.00 Unrealized 0.0%
DFAU DIMENSIONAL ETF TRUST 0.6%
Value ($000) $1,036 Shares 39,204 Est. Cost $26.43 Unrealized
BALL BALL CORP 0.6%
Value ($000) $1,032 Shares 15,006 Est. Cost $72.07 Unrealized 0.0%
SPLV INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $1,018 Shares 16,412 Est. Cost $62.03 Unrealized
DVN DEVON ENERGY CORP NEW 0.5%
Value ($000) $882 Shares 16,000 Est. Cost $54.61 Unrealized 0.0%
OLLI OLLIES BARGAIN OUTLET HLDGS 0.5%
Value ($000) $873 Shares 14,860 Est. Cost $50.58 Unrealized 0.0%
PAVE GLOBAL X FDS 0.4%
Value ($000) $784 Shares 34,431 Est. Cost $22.77 Unrealized
CACI CACI INTL INC 0.4%
Value ($000) $769 Shares 2,730 Est. Cost $278.17 Unrealized 0.0%
BAC BK OF AMERICA CORP 0.4%
Value ($000) $756 Shares 24,294 Est. Cost $32.74 Unrealized 0.0%
MSFT MICROSOFT CORP 0.4%
Value ($000) $750 Shares 2,922 Est. Cost $263.43 Unrealized 0.0%
VMWARE INC 0.4%
Value ($000) $734 Shares 6,441 Est. Cost $113.96 Unrealized
DELL DELL TECHNOLOGIES INC 0.4%
Value ($000) $684 Shares 14,800 Est. Cost $43.54 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $582 Shares 2,078 Est. Cost $280.08 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $552 Shares 1,075 Est. Cost $471.05 Unrealized 0.0%
OVV OVINTIV INC 0.3%
Value ($000) $537 Shares 12,160 Est. Cost $51.54 Unrealized 0.0%
SRVR PACER FDS TR 0.3%
Value ($000) $511 Shares 14,827 Est. Cost $34.46 Unrealized
IWN ISHARES TR 0.3%
Value ($000) $493 Shares 3,622 Est. Cost $136.11 Unrealized
RAVI FLEXSHARES TR 0.3%
Value ($000) $477 Shares 6,410 Est. Cost $74.41 Unrealized
SYY SYSCO CORP 0.3%
Value ($000) $459 Shares 5,420 Est. Cost $75.73 Unrealized 0.0%
FFBC FIRST FINL BANCORP OH 0.3%
Value ($000) $456 Shares 23,492 Est. Cost $17.97 Unrealized 0.0%
IYT ISHARES TR 0.3%
Value ($000) $455 Shares 2,137 Est. Cost $212.92 Unrealized
IWO ISHARES TR 0.2%
Value ($000) $446 Shares 2,163 Est. Cost $206.20 Unrealized
XBI SPDR SER TR 0.2%
Value ($000) $427 Shares 5,747 Est. Cost $74.30 Unrealized
PLUG PLUG POWER INC 0.2%
Value ($000) $422 Shares 25,465 Est. Cost $19.84 Unrealized 0.0%
SPIRIT AIRLS INC 0.2%
Value ($000) $419 Shares 17,565 Est. Cost $23.85 Unrealized
AGG ISHARES TR 0.2%
Value ($000) $418 Shares 4,115 Est. Cost $101.58 Unrealized
BA BOEING CO 0.2%
Value ($000) $402 Shares 2,940 Est. Cost $147.52 Unrealized 0.0%
SPTM SPDR SER TR 0.2%
Value ($000) $398 Shares 8,572 Est. Cost $46.43 Unrealized
LOW LOWES COS INC 0.2%
Value ($000) $394 Shares 2,253 Est. Cost $179.56 Unrealized 0.0%
DIS DISNEY WALT CO 0.2%
Value ($000) $389 Shares 4,125 Est. Cost $108.44 Unrealized 0.0%
XLB SELECT SECTOR SPDR TR 0.2%
Value ($000) $380 Shares 5,169 Est. Cost $73.52 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $332 Shares 7,913 Est. Cost $41.96 Unrealized
JETS ETF SER SOLUTIONS 0.2%
Value ($000) $332 Shares 20,134 Est. Cost $16.49 Unrealized
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $324 Shares 2,380 Est. Cost $159.48 Unrealized 0.0%
MDYG SPDR SER TR 0.2%
Value ($000) $310 Shares 5,078 Est. Cost $61.05 Unrealized
VO VANGUARD INDEX FDS 0.2%
Value ($000) $293 Shares 1,490 Est. Cost $196.64 Unrealized
CNC CENTENE CORP DEL 0.2%
Value ($000) $292 Shares 3,456 Est. Cost $83.06 Unrealized 0.0%
SPMD SPDR SER TR 0.1%
Value ($000) $271 Shares 6,829 Est. Cost $39.68 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $266 Shares 1,855 Est. Cost $143.40 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $256 Shares 3,200 Est. Cost $80.00 Unrealized
MRNA MODERNA INC 0.1%
Value ($000) $254 Shares 1,775 Est. Cost $142.94 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $251 Shares 1,127 Est. Cost $222.72 Unrealized
ROKU ROKU INC 0.1%
Value ($000) $251 Shares 3,050 Est. Cost $96.89 Unrealized 0.0%
SBUX STARBUCKS CORP 0.1%
Value ($000) $249 Shares 3,255 Est. Cost $70.38 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $247 Shares 3,205 Est. Cost $64.97 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $243 Shares 3,180 Est. Cost $93.61 Unrealized 0.0%
QLTA ISHARES TR 0.1%
Value ($000) $238 Shares 4,940 Est. Cost $48.18 Unrealized
FRME FIRST MERCHANTS CORP 0.1%
Value ($000) $233 Shares 6,552 Est. Cost $34.25 Unrealized 0.0%
RBLX ROBLOX CORP 0.1%
Value ($000) $226 Shares 6,871 Est. Cost $33.59 Unrealized 0.0%
PENN PENN NATL GAMING INC 0.1%
Value ($000) $226 Shares 7,435 Est. Cost $33.76 Unrealized 0.0%
CLF CLEVELAND-CLIFFS INC NEW 0.1%
Value ($000) $223 Shares 14,500 Est. Cost $23.90 Unrealized 0.0%
PARAMOUNT GLOBAL 0.1%
Value ($000) $222 Shares 9,000 Est. Cost $24.67 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.1%
Value ($000) $220 Shares 2,660 Est. Cost $96.20 Unrealized 0.0%
PEP PEPSICO INC 0.1%
Value ($000) $218 Shares 1,310 Est. Cost $149.80 Unrealized 0.0%
BLNK BLINK CHARGING CO 0.1%
Value ($000) $213 Shares 12,900 Est. Cost $18.76 Unrealized 0.0%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $201 Shares 1,325 Est. Cost $18.84 Unrealized 0.0%
SOXL DIREXION SHS ETF TR 0.1%
Value ($000) $176 Shares 13,460 Est. Cost $13.08 Unrealized
MARA MARATHON DIGITAL HOLDINGS IN 0.1%
Value ($000) $166 Shares 31,120 Est. Cost $13.38 Unrealized 0.0%
GLOBAL X FDS 0.1%
Value ($000) $153 Shares 13,290 Est. Cost $11.51 Unrealized
CRSR CORSAIR GAMING INC 0.1%
Value ($000) $133 Shares 10,100 Est. Cost $16.32 Unrealized 0.0%
CARA THERAPEUTICS INC 0.1%
Value ($000) $132 Shares 14,500 Est. Cost $9.10 Unrealized
MATTERPORT INC 0.1%
Value ($000) $123 Shares 33,643 Est. Cost $3.66 Unrealized
PTON PELOTON INTERACTIVE INC 0.1%
Value ($000) $101 Shares 10,970 Est. Cost $16.04 Unrealized 0.0%
VIRGIN GALACTIC HOLDINGS INC 0.1%
Value ($000) $98 Shares 16,315 Est. Cost $6.01 Unrealized
ANYWHERE REAL ESTATE INC 0.1%
Value ($000) $98 Shares 10,000 Est. Cost $9.80 Unrealized
ATNM ACTINIUM PHARMACEUTICALS INC 0.1%
Value ($000) $96 Shares 20,000 Est. Cost $5.68 Unrealized 0.0%
RIOT RIOT BLOCKCHAIN INC 0.0%
Value ($000) $77 Shares 18,430 Est. Cost $9.28 Unrealized 0.0%
CLSK CLEANSPARK INC 0.0%
Value ($000) $66 Shares 16,723 Est. Cost $6.73 Unrealized 0.0%