Trilogy Capital Inc. Diversified Active

CIK: 0001722512 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 8, 2022

Total Value ($000): $1,393,385 (100.0% shares, 0.0% debt)

Holdings (166)

AOK ISHARES TR 9.1%
Value ($000) $127,085 Shares 3,373,651 Est. Cost $38.21 Unrealized
SPYM SPDR SER TR 7.3%
Value ($000) $101,297 Shares 1,906,587 Est. Cost $35.85 Unrealized
SPAB SPDR SER TR 6.9%
Value ($000) $96,087 Shares 3,457,604 Est. Cost $28.84 Unrealized
SPDW SPDR INDEX SHS FDS 3.8%
Value ($000) $53,566 Shares 1,562,589 Est. Cost $31.49 Unrealized
AGGY WISDOMTREE TR 3.3%
Value ($000) $46,420 Shares 970,114 Est. Cost $48.03 Unrealized
SPYG SPDR SER TR 3.1%
Value ($000) $43,863 Shares 662,478 Est. Cost $66.10 Unrealized
QUAL ISHARES TR 3.0%
Value ($000) $42,298 Shares 314,178 Est. Cost $94.60 Unrealized
MTUM ISHARES TR 2.9%
Value ($000) $40,531 Shares 240,870 Est. Cost $136.91 Unrealized
VTI VANGUARD INDEX FDS 2.7%
Value ($000) $37,249 Shares 163,611 Est. Cost $138.87 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 2.6%
Value ($000) $36,124 Shares 752,110 Est. Cost $45.10 Unrealized
RODM LATTICE STRATEGIES TR 2.4%
Value ($000) $33,578 Shares 1,153,084 Est. Cost $28.92 Unrealized
IJR ISHARES TR 2.2%
Value ($000) $31,070 Shares 288,004 Est. Cost $83.39 Unrealized
IJH ISHARES TR 2.0%
Value ($000) $27,593 Shares 102,827 Est. Cost $210.68 Unrealized
IEI ISHARES TR 1.9%
Value ($000) $26,651 Shares 218,358 Est. Cost $125.51 Unrealized
SPEM SPDR INDEX SHS FDS 1.9%
Value ($000) $26,226 Shares 678,722 Est. Cost $37.26 Unrealized
XLY SELECT SECTOR SPDR TR 1.8%
Value ($000) $24,435 Shares 132,083 Est. Cost $185.00 Unrealized
USMV ISHARES TR 1.8%
Value ($000) $24,390 Shares 314,428 Est. Cost $55.98 Unrealized
XLU SELECT SECTOR SPDR TR 1.7%
Value ($000) $23,880 Shares 320,710 Est. Cost $74.46 Unrealized
USVM VICTORY PORTFOLIOS II 1.7%
Value ($000) $23,868 Shares 339,415 Est. Cost $52.69 Unrealized
XLK SELECT SECTOR SPDR TR 1.7%
Value ($000) $23,423 Shares 147,380 Est. Cost $158.93 Unrealized
VBR VANGUARD INDEX FDS 1.7%
Value ($000) $23,361 Shares 132,778 Est. Cost $134.36 Unrealized
EEM ISHARES TR 1.6%
Value ($000) $22,833 Shares 505,712 Est. Cost $45.15 Unrealized
QQQJ INVESCO EXCH TRADED FD TR II 1.6%
Value ($000) $22,488 Shares 774,371 Est. Cost $29.04 Unrealized
VNQ VANGUARD INDEX FDS 1.3%
Value ($000) $18,597 Shares 171,607 Est. Cost $86.21 Unrealized
AGZD WISDOMTREE TR 1.3%
Value ($000) $18,167 Shares 391,183 Est. Cost $46.56 Unrealized
EMGF ISHARES INC 1.3%
Value ($000) $17,720 Shares 366,200 Est. Cost $50.99 Unrealized
STIP ISHARES TR 1.2%
Value ($000) $16,884 Shares 160,892 Est. Cost $101.77 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 1.2%
Value ($000) $16,743 Shares 135,144 Est. Cost $117.65 Unrealized
IVV ISHARES TR 1.1%
Value ($000) $15,182 Shares 33,464 Est. Cost $328.49 Unrealized
SPSB SPDR SER TR 1.0%
Value ($000) $14,547 Shares 482,819 Est. Cost $30.13 Unrealized
BIL SPDR SER TR 1.0%
Value ($000) $14,522 Shares 158,835 Est. Cost $91.53 Unrealized
SKOR FLEXSHARES TR 1.0%
Value ($000) $14,450 Shares 290,270 Est. Cost $54.84 Unrealized
JPME J P MORGAN EXCHANGE-TRADED F 1.0%
Value ($000) $14,002 Shares 149,636 Est. Cost $58.36 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 1.0%
Value ($000) $13,391 Shares 155,640 Est. Cost $90.00 Unrealized
ANGL VANECK VECTORS ETF TR 0.9%
Value ($000) $12,924 Shares 425,123 Est. Cost $29.60 Unrealized
IEF ISHARES TR 0.9%
Value ($000) $12,568 Shares 116,940 Est. Cost $115.52 Unrealized
VLUE ISHARES TR 0.9%
Value ($000) $12,100 Shares 115,712 Est. Cost $86.91 Unrealized
LQD ISHARES TR 0.9%
Value ($000) $12,058 Shares 99,703 Est. Cost $132.20 Unrealized
SPSM SPDR SER TR 0.8%
Value ($000) $11,419 Shares 271,424 Est. Cost $42.57 Unrealized
PCY INVESCO EXCH TRADED FD TR II 0.8%
Value ($000) $10,900 Shares 482,083 Est. Cost $25.68 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $7,529 Shares 163,205 Est. Cost $46.30 Unrealized
TLT ISHARES TR 0.5%
Value ($000) $7,433 Shares 56,275 Est. Cost $132.08 Unrealized
BSV VANGUARD BD INDEX FDS 0.5%
Value ($000) $6,572 Shares 84,365 Est. Cost $82.38 Unrealized
ISCF ISHARES TR 0.4%
Value ($000) $5,363 Shares 156,133 Est. Cost $27.49 Unrealized
ESGU ISHARES TR 0.4%
Value ($000) $4,933 Shares 48,675 Est. Cost $88.62 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $4,781 Shares 224,882 Est. Cost $21.24 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $4,694 Shares 222,483 Est. Cost $21.86 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $4,667 Shares 223,211 Est. Cost $21.85 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $4,632 Shares 219,836 Est. Cost $21.57 Unrealized
SWAN AMPLIFY ETF TR 0.3%
Value ($000) $4,560 Shares 145,597 Est. Cost $32.82 Unrealized
HYLB DBX ETF TR 0.3%
Value ($000) $4,541 Shares 120,386 Est. Cost $43.74 Unrealized
ISWN AMPLIFY ETF TR 0.3%
Value ($000) $4,408 Shares 196,089 Est. Cost $22.48 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $3,424 Shares 59,448 Est. Cost $54.41 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.2%
Value ($000) $3,246 Shares 41,064 Est. Cost $73.22 Unrealized
IVE ISHARES TR 0.2%
Value ($000) $2,912 Shares 18,699 Est. Cost $156.65 Unrealized
SPGM SPDR INDEX SHS FDS 0.2%
Value ($000) $2,911 Shares 53,120 Est. Cost $57.04 Unrealized
ESGD ISHARES TR 0.2%
Value ($000) $2,881 Shares 39,074 Est. Cost $73.15 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $2,874 Shares 17,723 Est. Cost $129.94 Unrealized
EAGG ISHARES TR 0.2%
Value ($000) $2,702 Shares 52,327 Est. Cost $54.62 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $2,573 Shares 14,241 Est. Cost $180.68 Unrealized
SPTL SPDR SER TR 0.2%
Value ($000) $2,557 Shares 67,611 Est. Cost $37.82 Unrealized
QCLN FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $2,552 Shares 39,494 Est. Cost $67.97 Unrealized
VHT VANGUARD WORLD FDS 0.2%
Value ($000) $2,498 Shares 9,819 Est. Cost $201.24 Unrealized
VGT VANGUARD WORLD FDS 0.2%
Value ($000) $2,363 Shares 5,673 Est. Cost $343.26 Unrealized
AOA ISHARES TR 0.2%
Value ($000) $2,144 Shares 31,106 Est. Cost $55.35 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $2,061 Shares 7,166 Est. Cost $290.19 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $2,023 Shares 12,479 Est. Cost $81.12 Unrealized +55.8%
AGG ISHARES TR 0.1%
Value ($000) $1,727 Shares 16,126 Est. Cost $117.04 Unrealized
CTRA CABOT OIL & GAS CORP 0.1%
Value ($000) $1,666 Shares 61,787 Est. Cost $19.24 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $1,614 Shares 14,450 Est. Cost $89.19 Unrealized 0.0%
EIX EDISON INTL 0.1%
Value ($000) $1,594 Shares 22,736 Est. Cost $53.43 Unrealized +0.3%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,592 Shares 4,392 Est. Cost $314.88 Unrealized
NEM NEWMONT CORP 0.1%
Value ($000) $1,586 Shares 19,964 Est. Cost $60.03 Unrealized 0.0%
PNW PINNACLE WEST CAP CORP 0.1%
Value ($000) $1,565 Shares 20,034 Est. Cost $60.39 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $1,554 Shares 27,403 Est. Cost $49.18 Unrealized 0.0%
ESML ISHARES TR 0.1%
Value ($000) $1,546 Shares 40,630 Est. Cost $34.80 Unrealized
ETR ENTERGY CORP NEW 0.1%
Value ($000) $1,530 Shares 13,107 Est. Cost $47.51 Unrealized 0.0%
PHYS SPROTT PHYSICAL GOLD TR 0.1%
Value ($000) $1,488 Shares 96,800 Est. Cost $14.25 Unrealized
IQDG WISDOMTREE TR 0.1%
Value ($000) $1,476 Shares 40,438 Est. Cost $38.47 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $1,459 Shares 37,028 Est. Cost $25.05 Unrealized +23.9%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $1,425 Shares 14,286 Est. Cost $79.21 Unrealized 0.0%
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $1,419 Shares 33,535 Est. Cost $29.88 Unrealized
NRG NRG ENERGY INC 0.1%
Value ($000) $1,409 Shares 36,720 Est. Cost $35.00 Unrealized 0.0%
KELLOGG CO 0.1%
Value ($000) $1,408 Shares 21,837 Est. Cost $52.56 Unrealized 0.0%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $1,407 Shares 16,582 Est. Cost $70.18 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $1,405 Shares 11,889 Est. Cost $66.27 Unrealized +42.0%
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $1,391 Shares 41,446 Est. Cost $28.33 Unrealized 0.0%
IWF ISHARES TR 0.1%
Value ($000) $1,372 Shares 4,943 Est. Cost $305.68 Unrealized
EVRG EVERGY INC 0.1%
Value ($000) $1,352 Shares 19,786 Est. Cost $54.85 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1,326 Shares 2,936 Est. Cost $412.52 Unrealized
PEOPLES UNITED FINANCIAL INC 0.1%
Value ($000) $1,319 Shares 66,005 Est. Cost $16.53 Unrealized
DOW DOW INC 0.1%
Value ($000) $1,310 Shares 20,565 Est. Cost $37.11 Unrealized +30.1%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1,274 Shares 25,008 Est. Cost $39.14 Unrealized +6.0%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $1,267 Shares 12,319 Est. Cost $59.75 Unrealized +24.3%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $1,263 Shares 21,244 Est. Cost $55.77 Unrealized -1.1%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $1,245 Shares 27,806 Est. Cost $44.77 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,236 Shares 9,509 Est. Cost $105.74 Unrealized +6.0%
NWL NEWELL BRANDS INC 0.1%
Value ($000) $1,234 Shares 57,645 Est. Cost $19.34 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES INC 0.1%
Value ($000) $1,233 Shares 109,397 Est. Cost $10.77 Unrealized 0.0%
MDYG SPDR SER TR 0.1%
Value ($000) $1,221 Shares 16,447 Est. Cost $81.55 Unrealized
SLYG SPDR SER TR 0.1%
Value ($000) $1,194 Shares 14,239 Est. Cost $92.59 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $1,190 Shares 81,420 Est. Cost $10.21 Unrealized +28.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,186 Shares 3,360 Est. Cost $254.59 Unrealized +27.1%
SPIB SPDR SER TR 0.1%
Value ($000) $1,183 Shares 34,655 Est. Cost $34.14 Unrealized
MMM 3M CO 0.1%
Value ($000) $1,165 Shares 7,823 Est. Cost $114.60 Unrealized 0.0%
SHAG WISDOMTREE TR 0.1%
Value ($000) $1,159 Shares 23,916 Est. Cost $50.21 Unrealized
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $1,116 Shares 24,183 Est. Cost $34.25 Unrealized +12.9%
GAP GAP INC 0.1%
Value ($000) $1,114 Shares 79,105 Est. Cost $13.45 Unrealized 0.0%
AAPL APPLE INC 0.1%
Value ($000) $1,092 Shares 6,252 Est. Cost $114.03 Unrealized +44.6%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,058 Shares 2 Est. Cost $420338.80 Unrealized +15.5%
BEN FRANKLIN RESOURCES INC 0.1%
Value ($000) $1,058 Shares 37,878 Est. Cost $18.95 Unrealized +31.2%
IWS ISHARES TR 0.1%
Value ($000) $1,044 Shares 8,725 Est. Cost $122.39 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1,025 Shares 15,277 Est. Cost $59.25 Unrealized
SPYV SPDR SER TR 0.1%
Value ($000) $1,020 Shares 24,429 Est. Cost $40.73 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $865 Shares 5,856 Est. Cost $138.58 Unrealized
SPMB SPDR SER TR 0.1%
Value ($000) $862 Shares 35,968 Est. Cost $23.97 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $835 Shares 11,344 Est. Cost $78.66 Unrealized
AOR ISHARES TR 0.1%
Value ($000) $809 Shares 14,996 Est. Cost $46.44 Unrealized
IUSG ISHARES TR 0.1%
Value ($000) $802 Shares 7,591 Est. Cost $89.31 Unrealized
SUSC ISHARES TR 0.1%
Value ($000) $717 Shares 28,533 Est. Cost $27.04 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $702 Shares 4,450 Est. Cost $110.14 Unrealized
MBB ISHARES TR 0.1%
Value ($000) $698 Shares 6,849 Est. Cost $108.61 Unrealized
SPHY SPDR SER TR 0.0%
Value ($000) $667 Shares 26,577 Est. Cost $25.10 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $637 Shares 2,998 Est. Cost $224.40 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $623 Shares 4,861 Est. Cost $126.90 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $613 Shares 16,697 Est. Cost $38.26 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $555 Shares 8,373 Est. Cost $66.28 Unrealized
JPIN J P MORGAN EXCHANGE-TRADED F 0.0%
Value ($000) $529 Shares 9,362 Est. Cost $58.48 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $521 Shares 5,966 Est. Cost $73.70 Unrealized +14.8%
XSLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $497 Shares 10,136 Est. Cost $49.01 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $493 Shares 6,195 Est. Cost $85.54 Unrealized
EEMV ISHARES INC 0.0%
Value ($000) $486 Shares 7,964 Est. Cost $60.55 Unrealized
MSFT MICROSOFT CORP 0.0%
Value ($000) $486 Shares 1,577 Est. Cost $234.55 Unrealized +24.2%
SPTI SPDR SER TR 0.0%
Value ($000) $460 Shares 15,199 Est. Cost $30.27 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $454 Shares 2,210 Est. Cost $218.11 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $442 Shares 5,402 Est. Cost $90.52 Unrealized
ARKW ARK ETF TR 0.0%
Value ($000) $432 Shares 4,951 Est. Cost $87.26 Unrealized
ARKF ARK ETF TR 0.0%
Value ($000) $424 Shares 14,584 Est. Cost $29.07 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $403 Shares 2,208 Est. Cost $128.35 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $402 Shares 144 Est. Cost $119.74 Unrealized +12.7%
TOTL SSGA ACTIVE ETF TR 0.0%
Value ($000) $388 Shares 8,671 Est. Cost $48.18 Unrealized
AOM ISHARES TR 0.0%
Value ($000) $379 Shares 8,810 Est. Cost $39.08 Unrealized
IGIB ISHARES TR 0.0%
Value ($000) $373 Shares 6,798 Est. Cost $72.32 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $363 Shares 337 Est. Cost $134.63 Unrealized +131.4%
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $342 Shares 7,603 Est. Cost $45.56 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $339 Shares 104 Est. Cost $147.14 Unrealized +5.0%
PEP PEPSICO INC 0.0%
Value ($000) $335 Shares 2,002 Est. Cost $144.64 Unrealized +2.6%
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $334 Shares 6,657 Est. Cost $53.72 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $306 Shares 5,500 Est. Cost $60.75 Unrealized
IIGD INVESCO EXCHNG TRAD SLF INDE 0.0%
Value ($000) $290 Shares 11,600 Est. Cost $26.65 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $282 Shares 1,590 Est. Cost $141.80 Unrealized +7.1%
MRK MERCK & CO. INC 0.0%
Value ($000) $263 Shares 3,208 Est. Cost $69.85 Unrealized 0.0%
XMLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $262 Shares 4,704 Est. Cost $58.35 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $259 Shares 3,726 Est. Cost $69.51 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $255 Shares 3,491 Est. Cost $56.83 Unrealized 0.0%
RVTY PERKINELMER INC 0.0%
Value ($000) $253 Shares 1,452 Est. Cost $139.07 Unrealized +26.6%
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $250 Shares 5,007 Est. Cost $51.52 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $245 Shares 6,401 Est. Cost $38.28 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $237 Shares 4,719 Est. Cost $50.93 Unrealized
BOULDER GROWTH & INCOME FD I 0.0%
Value ($000) $234 Shares 15,801 Est. Cost $10.42 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $228 Shares 2,255 Est. Cost $92.00 Unrealized 0.0%
IUSB ISHARES TR 0.0%
Value ($000) $226 Shares 4,561 Est. Cost $49.55 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $218 Shares 1,120 Est. Cost $190.50 Unrealized -10.6%
TSN TYSON FOODS INC 0.0%
Value ($000) $201 Shares 2,242 Est. Cost $80.39 Unrealized 0.0%
PCG PG&E CORP 0.0%
Value ($000) $149 Shares 12,500 Est. Cost $11.69 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $119 Shares 10,978 Est. Cost $11.05 Unrealized 0.0%