ERn Financial, LLC Diversified Active

CIK: 0001768302 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 13, 2022

Total Value ($000): $451,808 (100.0% shares, 0.0% debt)

Holdings (172)

RWL INVESCO EXCH TRADED FD TR II 5.7%
Value ($000) $25,658 Shares 318,059 Est. Cost $80.47 Unrealized
IVW ISHARES TR 4.0%
Value ($000) $18,016 Shares 235,868 Est. Cost $76.38 Unrealized
OMFL INVESCO EXCH TRD SLF IDX FD 3.9%
Value ($000) $17,685 Shares 371,536 Est. Cost $47.19 Unrealized
SPEM SPDR INDEX SHS FDS 3.9%
Value ($000) $17,531 Shares 453,692 Est. Cost $37.29 Unrealized
EFA ISHARES TR 3.7%
Value ($000) $16,857 Shares 229,031 Est. Cost $66.69 Unrealized
SPDW SPDR INDEX SHS FDS 3.5%
Value ($000) $15,924 Shares 464,531 Est. Cost $29.32 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 2.9%
Value ($000) $13,205 Shares 251,282 Est. Cost $51.07 Unrealized
SPYG SPDR SER TR 2.9%
Value ($000) $12,920 Shares 195,133 Est. Cost $35.93 Unrealized
QUAL ISHARES TR 2.7%
Value ($000) $12,117 Shares 90,004 Est. Cost $87.47 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 2.6%
Value ($000) $11,954 Shares 244,218 Est. Cost $51.09 Unrealized
MDYV SPDR SER TR 2.5%
Value ($000) $11,197 Shares 159,099 Est. Cost $45.74 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 2.4%
Value ($000) $10,743 Shares 216,671 Est. Cost $54.20 Unrealized
USRT ISHARES TR 2.1%
Value ($000) $9,713 Shares 150,234 Est. Cost $49.59 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 2.1%
Value ($000) $9,487 Shares 121,492 Est. Cost $81.77 Unrealized
FMB FIRST TR EXCH TRADED FD III 2.1%
Value ($000) $9,416 Shares 177,459 Est. Cost $54.94 Unrealized
FLV AMERICAN CENTY ETF TR 2.1%
Value ($000) $9,362 Shares 151,671 Est. Cost $56.40 Unrealized
VTIP VANGUARD MALVERN FDS 2.0%
Value ($000) $9,202 Shares 179,689 Est. Cost $51.29 Unrealized
SPYV SPDR SER TR 1.8%
Value ($000) $8,101 Shares 194,033 Est. Cost $27.72 Unrealized
VUG VANGUARD INDEX FDS 1.7%
Value ($000) $7,530 Shares 26,184 Est. Cost $173.15 Unrealized
IJR ISHARES TR 1.7%
Value ($000) $7,520 Shares 69,711 Est. Cost $74.42 Unrealized
ACES ALPS ETF TR 1.4%
Value ($000) $6,172 Shares 97,468 Est. Cost $65.41 Unrealized
ARKG ARK ETF TR 1.2%
Value ($000) $5,595 Shares 121,812 Est. Cost $53.07 Unrealized
EEM ISHARES TR 1.2%
Value ($000) $5,249 Shares 116,254 Est. Cost $45.10 Unrealized
REET ISHARES TR 1.1%
Value ($000) $5,053 Shares 172,996 Est. Cost $23.53 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 1.1%
Value ($000) $4,929 Shares 92,798 Est. Cost $52.97 Unrealized
EFG ISHARES TR 1.0%
Value ($000) $4,681 Shares 48,624 Est. Cost $107.05 Unrealized
VOO VANGUARD INDEX FDS 1.0%
Value ($000) $4,650 Shares 11,201 Est. Cost $277.22 Unrealized
AAPL APPLE INC 1.0%
Value ($000) $4,593 Shares 26,306 Est. Cost $105.20 Unrealized +56.7%
IEFA ISHARES TR 1.0%
Value ($000) $4,418 Shares 63,560 Est. Cost $59.75 Unrealized
SOXX ISHARES TR 0.9%
Value ($000) $4,078 Shares 8,617 Est. Cost $542.34 Unrealized
SPIP SPDR SER TR 0.9%
Value ($000) $4,038 Shares 133,441 Est. Cost $39.77 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $3,967 Shares 50,731 Est. Cost $65.00 Unrealized
MUNI PIMCO ETF TR 0.8%
Value ($000) $3,739 Shares 70,541 Est. Cost $56.14 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.8%
Value ($000) $3,707 Shares 68,465 Est. Cost $54.16 Unrealized
SPAB SPDR SER TR 0.8%
Value ($000) $3,612 Shares 129,964 Est. Cost $28.55 Unrealized
MUB ISHARES TR 0.8%
Value ($000) $3,417 Shares 31,163 Est. Cost $110.22 Unrealized
DDEC FIRST TR EXCHNG TRADED FD VI 0.7%
Value ($000) $3,263 Shares 101,045 Est. Cost $31.18 Unrealized
MDYG SPDR SER TR 0.7%
Value ($000) $3,231 Shares 43,533 Est. Cost $52.89 Unrealized
DFAU DIMENSIONAL ETF TRUST 0.7%
Value ($000) $3,201 Shares 101,567 Est. Cost $30.05 Unrealized
DFEB FIRST TR EXCHNG TRADED FD VI 0.7%
Value ($000) $3,197 Shares 89,288 Est. Cost $29.98 Unrealized
JHML JOHN HANCOCK EXCHANGE TRADED 0.7%
Value ($000) $3,181 Shares 56,085 Est. Cost $38.88 Unrealized
SPSM SPDR SER TR 0.7%
Value ($000) $3,173 Shares 75,426 Est. Cost $36.99 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.7%
Value ($000) $3,167 Shares 126,930 Est. Cost $25.74 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.7%
Value ($000) $2,987 Shares 70,613 Est. Cost $33.56 Unrealized
SPYM SPDR SER TR 0.7%
Value ($000) $2,938 Shares 55,305 Est. Cost $29.47 Unrealized
MTUM ISHARES TR 0.6%
Value ($000) $2,772 Shares 16,475 Est. Cost $108.64 Unrealized
AVEM AMERICAN CENTY ETF TR 0.6%
Value ($000) $2,710 Shares 45,715 Est. Cost $61.48 Unrealized
VO VANGUARD INDEX FDS 0.6%
Value ($000) $2,642 Shares 11,110 Est. Cost $173.28 Unrealized
IMFL INVESCO EXCH TRD SLF IDX FD 0.6%
Value ($000) $2,507 Shares 105,363 Est. Cost $25.63 Unrealized
SLYV SPDR SER TR 0.6%
Value ($000) $2,502 Shares 30,021 Est. Cost $55.12 Unrealized
EFAV ISHARES TR 0.5%
Value ($000) $2,406 Shares 33,358 Est. Cost $71.94 Unrealized
TCHP T ROWE PRICE ETF INC 0.5%
Value ($000) $2,379 Shares 81,041 Est. Cost $29.92 Unrealized
JMST J P MORGAN EXCHANGE-TRADED F 0.5%
Value ($000) $2,277 Shares 44,971 Est. Cost $50.89 Unrealized
SLYG SPDR SER TR 0.5%
Value ($000) $2,255 Shares 26,905 Est. Cost $60.19 Unrealized
IJH ISHARES TR 0.5%
Value ($000) $2,253 Shares 8,395 Est. Cost $153.79 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $2,158 Shares 662 Est. Cost $131.93 Unrealized +17.1%
XLE SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,147 Shares 28,085 Est. Cost $55.51 Unrealized
VTV VANGUARD INDEX FDS 0.5%
Value ($000) $2,086 Shares 14,114 Est. Cost $93.21 Unrealized
VOT VANGUARD INDEX FDS 0.5%
Value ($000) $2,045 Shares 9,176 Est. Cost $128.07 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $2,000 Shares 6,488 Est. Cost $143.92 Unrealized +102.5%
FDG AMERICAN CENTY ETF TR 0.4%
Value ($000) $1,980 Shares 27,380 Est. Cost $77.23 Unrealized
TSLA TESLA INC 0.4%
Value ($000) $1,970 Shares 1,828 Est. Cost $244.68 Unrealized +27.3%
SRVR PACER FDS TR 0.4%
Value ($000) $1,800 Shares 46,119 Est. Cost $42.69 Unrealized
INDS PACER FDS TR 0.4%
Value ($000) $1,783 Shares 35,090 Est. Cost $55.41 Unrealized
IVV ISHARES TR 0.3%
Value ($000) $1,463 Shares 3,224 Est. Cost $264.32 Unrealized
IUSV ISHARES TR 0.3%
Value ($000) $1,375 Shares 18,129 Est. Cost $59.40 Unrealized
EGP EASTGROUP PPTYS INC 0.3%
Value ($000) $1,321 Shares 6,497 Est. Cost $203.32 Unrealized
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $1,216 Shares 3,606 Est. Cost $307.96 Unrealized +3.4%
DE DEERE & CO 0.3%
Value ($000) $1,183 Shares 2,847 Est. Cost $196.35 Unrealized +84.9%
JMBS JANUS DETROIT STR TR 0.3%
Value ($000) $1,167 Shares 23,372 Est. Cost $52.67 Unrealized
CACC CREDIT ACCEP CORP MICH 0.3%
Value ($000) $1,156 Shares 2,100 Est. Cost $402.77 Unrealized +35.2%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,116 Shares 13,510 Est. Cost $49.39 Unrealized +37.4%
DFAC DIMENSIONAL ETF TRUST 0.2%
Value ($000) $1,107 Shares 40,148 Est. Cost $27.00 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.2%
Value ($000) $1,093 Shares 22,756 Est. Cost $41.92 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $992 Shares 6,115 Est. Cost $99.90 Unrealized
SYK STRYKER CORPORATION 0.2%
Value ($000) $966 Shares 3,614 Est. Cost $225.89 Unrealized +9.9%
THD ISHARES INC 0.2%
Value ($000) $909 Shares 11,656 Est. Cost $77.99 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $879 Shares 1,946 Est. Cost $272.40 Unrealized
BIL SPDR SER TR 0.2%
Value ($000) $864 Shares 9,446 Est. Cost $91.49 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $851 Shares 306 Est. Cost $122.72 Unrealized +9.8%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $821 Shares 3,008 Est. Cost $23.46 Unrealized +6.7%
JSCP J P MORGAN EXCHANGE-TRADED F 0.2%
Value ($000) $750 Shares 15,692 Est. Cost $50.18 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $737 Shares 1,445 Est. Cost $419.26 Unrealized +7.6%
IDX VANECK ETF TRUST 0.2%
Value ($000) $722 Shares 34,074 Est. Cost $21.19 Unrealized
V VISA INC 0.2%
Value ($000) $688 Shares 3,103 Est. Cost $176.78 Unrealized +18.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $686 Shares 1,943 Est. Cost $222.34 Unrealized +45.5%
ESGU ISHARES TR 0.2%
Value ($000) $685 Shares 6,762 Est. Cost $79.32 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.2%
Value ($000) $683 Shares 13,720 Est. Cost $53.00 Unrealized
VBK VANGUARD INDEX FDS 0.2%
Value ($000) $681 Shares 2,746 Est. Cost $208.98 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $673 Shares 3,796 Est. Cost $151.09 Unrealized +0.5%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $666 Shares 4,449 Est. Cost $96.69 Unrealized
OMFS INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $652 Shares 16,777 Est. Cost $40.83 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $638 Shares 6,348 Est. Cost $97.97 Unrealized -3.2%
EWM ISHARES INC 0.1%
Value ($000) $632 Shares 24,692 Est. Cost $25.60 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $624 Shares 7,546 Est. Cost $49.26 Unrealized +56.3%
T AT&T INC 0.1%
Value ($000) $610 Shares 25,817 Est. Cost $16.41 Unrealized -9.1%
ESGD ISHARES TR 0.1%
Value ($000) $600 Shares 8,139 Est. Cost $68.26 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $595 Shares 4,339 Est. Cost $144.11 Unrealized -2.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $591 Shares 1,026 Est. Cost $455.66 Unrealized +9.9%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $567 Shares 3,030 Est. Cost $158.60 Unrealized +8.3%
SPMD SPDR SER TR 0.1%
Value ($000) $548 Shares 11,626 Est. Cost $34.59 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $546 Shares 3,264 Est. Cost $148.42 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $529 Shares 895 Est. Cost $568.16 Unrealized 0.0%
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $528 Shares 1,758 Est. Cost $245.17 Unrealized +16.5%
IYW ISHARES TR 0.1%
Value ($000) $518 Shares 5,024 Est. Cost $138.95 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $514 Shares 3,772 Est. Cost $133.66 Unrealized 0.0%
ENB ENBRIDGE INC 0.1%
Value ($000) $506 Shares 10,972 Est. Cost $33.29 Unrealized 0.0%
GOOG ALPHABET INC 0.1%
Value ($000) $503 Shares 180 Est. Cost $115.93 Unrealized +16.4%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $493 Shares 1,202 Est. Cost $394.19 Unrealized 0.0%
HD HOME DEPOT INC 0.1%
Value ($000) $487 Shares 1,628 Est. Cost $263.55 Unrealized +19.1%
IUSG ISHARES TR 0.1%
Value ($000) $474 Shares 4,491 Est. Cost $114.03 Unrealized
PAG PENSKE AUTOMOTIVE GRP INC 0.1%
Value ($000) $469 Shares 5,008 Est. Cost $87.76 Unrealized +15.3%
RFDI FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $456 Shares 6,976 Est. Cost $65.37 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $455 Shares 8,711 Est. Cost $34.16 Unrealized +8.7%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $451 Shares 1,982 Est. Cost $181.62 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $446 Shares 3,854 Est. Cost $132.78 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $445 Shares 4,739 Est. Cost $74.29 Unrealized +11.4%
XMLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $430 Shares 7,701 Est. Cost $45.94 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $425 Shares 2,417 Est. Cost $97.14 Unrealized
PNW PINNACLE WEST CAP CORP 0.1%
Value ($000) $422 Shares 5,405 Est. Cost $63.50 Unrealized -4.9%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $420 Shares 2,664 Est. Cost $149.82 Unrealized
CWB SPDR SER TR 0.1%
Value ($000) $415 Shares 5,391 Est. Cost $47.80 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $413 Shares 4,870 Est. Cost $66.51 Unrealized +8.4%
HON HONEYWELL INTL INC 0.1%
Value ($000) $410 Shares 2,107 Est. Cost $170.35 Unrealized 0.0%
NFRA FLEXSHARES TR 0.1%
Value ($000) $399 Shares 6,957 Est. Cost $57.35 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $392 Shares 860 Est. Cost $481.10 Unrealized 0.0%
UNP UNION PAC CORP 0.1%
Value ($000) $367 Shares 1,342 Est. Cost $230.57 Unrealized 0.0%
SHYG ISHARES TR 0.1%
Value ($000) $361 Shares 8,212 Est. Cost $44.77 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $351 Shares 6,516 Est. Cost $64.20 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $351 Shares 938 Est. Cost $41.63 Unrealized 0.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $328 Shares 1,327 Est. Cost $215.84 Unrealized +5.5%
XSMO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $326 Shares 6,269 Est. Cost $52.00 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $321 Shares 1,329 Est. Cost $149.20 Unrealized +37.3%
FISV FISERV INC 0.1%
Value ($000) $321 Shares 3,162 Est. Cost $111.73 Unrealized -9.4%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $316 Shares 1,943 Est. Cost $99.34 Unrealized +23.6%
EXAS EXACT SCIENCES CORP 0.1%
Value ($000) $305 Shares 4,369 Est. Cost $118.98 Unrealized -38.6%
LIT GLOBAL X FDS 0.1%
Value ($000) $304 Shares 3,946 Est. Cost $82.07 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC 0.1%
Value ($000) $303 Shares 939 Est. Cost $274.65 Unrealized 0.0%
WMT WALMART INC 0.1%
Value ($000) $301 Shares 2,018 Est. Cost $45.42 Unrealized -1.8%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $293 Shares 185 Est. Cost $30.11 Unrealized 0.0%
KLAC KLA CORP 0.1%
Value ($000) $283 Shares 774 Est. Cost $358.99 Unrealized 0.0%
FRCB FIRST REP BK SAN FRANCISCO C 0.1%
Value ($000) $279 Shares 1,722 Est. Cost $173.06 Unrealized 0.0%
IWF ISHARES TR 0.1%
Value ($000) $276 Shares 995 Est. Cost $175.82 Unrealized
BLACKROCK INC 0.1%
Value ($000) $275 Shares 360 Est. Cost $763.89 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $266 Shares 1,643 Est. Cost $126.41 Unrealized 0.0%
PAVE GLOBAL X FDS 0.1%
Value ($000) $265 Shares 9,359 Est. Cost $25.41 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $261 Shares 5,051 Est. Cost $40.82 Unrealized +4.0%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $261 Shares 5,133 Est. Cost $43.26 Unrealized -4.1%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $258 Shares 921 Est. Cost $146.52 Unrealized +83.1%
IEMG ISHARES INC 0.1%
Value ($000) $251 Shares 4,513 Est. Cost $55.62 Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $249 Shares 2,828 Est. Cost $88.05 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $247 Shares 1,619 Est. Cost $123.65 Unrealized +15.0%
META META PLATFORMS INC 0.1%
Value ($000) $240 Shares 1,078 Est. Cost $274.38 Unrealized -9.5%
MGEE MGE ENERGY INC 0.1%
Value ($000) $238 Shares 2,982 Est. Cost $69.83 Unrealized 0.0%
F FORD MTR CO DEL 0.1%
Value ($000) $230 Shares 13,616 Est. Cost $7.25 Unrealized +100.6%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $230 Shares 4,620 Est. Cost $41.84 Unrealized 0.0%
LLY LILLY ELI & CO 0.1%
Value ($000) $228 Shares 797 Est. Cost $248.50 Unrealized 0.0%
STLA STELLANTIS N.V 0.0%
Value ($000) $224 Shares 13,780 Est. Cost $17.76 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $220 Shares 2,205 Est. Cost $79.21 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $219 Shares 4,739 Est. Cost $49.53 Unrealized
BMO BANK MONTREAL QUE 0.0%
Value ($000) $218 Shares 1,851 Est. Cost $98.30 Unrealized 0.0%
NKE NIKE INC 0.0%
Value ($000) $217 Shares 1,616 Est. Cost $152.94 Unrealized -13.7%
ACWX ISHARES TR 0.0%
Value ($000) $216 Shares 4,139 Est. Cost $52.19 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $215 Shares 1,544 Est. Cost $147.18 Unrealized -8.4%
FLTR VANECK ETF TRUST 0.0%
Value ($000) $214 Shares 8,525 Est. Cost $25.40 Unrealized
Z ZILLOW GROUP INC 0.0%
Value ($000) $208 Shares 4,211 Est. Cost $70.34 Unrealized -23.6%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $205 Shares 1,574 Est. Cost $106.49 Unrealized +5.3%
CSCO CISCO SYS INC 0.0%
Value ($000) $203 Shares 3,645 Est. Cost $50.28 Unrealized 0.0%
BA BOEING CO 0.0%
Value ($000) $202 Shares 1,055 Est. Cost $197.48 Unrealized +1.6%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $202 Shares 2,559 Est. Cost $78.94 Unrealized
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $34 Shares 10,048 Est. Cost $2.67 Unrealized
WRAP WRAP TECHNOLOGIES INC 0.0%
Value ($000) $27 Shares 10,000 Est. Cost $6.97 Unrealized -60.2%