ERn Financial, LLC Diversified Active

CIK: 0001768302 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 2, 2022

Total Value ($000): $410,121 (100.0% shares, 0.0% debt)

Holdings (164)

RWL INVESCO EXCH TRADED FD TR II 6.5%
Value ($000) $26,754 Shares 382,915 Est. Cost $78.67 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 5.4%
Value ($000) $22,302 Shares 102,474 Est. Cost $217.64 Unrealized
OMFL INVESCO EXCH TRD SLF IDX FD 3.9%
Value ($000) $16,079 Shares 390,368 Est. Cost $46.90 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 3.7%
Value ($000) $15,104 Shares 370,187 Est. Cost $40.87 Unrealized
SPEM SPDR INDEX SHS FDS 3.6%
Value ($000) $14,910 Shares 428,804 Est. Cost $37.29 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 3.3%
Value ($000) $13,439 Shares 278,250 Est. Cost $50.75 Unrealized
SPYG SPDR SER TR 2.6%
Value ($000) $10,775 Shares 206,099 Est. Cost $36.80 Unrealized
MDYV SPDR SER TR 2.5%
Value ($000) $10,413 Shares 172,108 Est. Cost $46.86 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 2.5%
Value ($000) $10,099 Shares 228,590 Est. Cost $51.07 Unrealized
FLV AMERICAN CENTY ETF TR 2.3%
Value ($000) $9,539 Shares 168,227 Est. Cost $56.43 Unrealized
SPDW SPDR INDEX SHS FDS 2.2%
Value ($000) $9,225 Shares 319,862 Est. Cost $29.32 Unrealized
QUAL ISHARES TR 2.2%
Value ($000) $9,221 Shares 82,526 Est. Cost $87.47 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 2.0%
Value ($000) $8,347 Shares 180,017 Est. Cost $54.20 Unrealized
HMOP HARTFORD FDS EXCHANGE TRADED 1.9%
Value ($000) $7,751 Shares 205,169 Est. Cost $37.78 Unrealized
TAXF AMERICAN CENTY ETF TR 1.8%
Value ($000) $7,417 Shares 148,819 Est. Cost $49.84 Unrealized
USRT ISHARES TR 1.8%
Value ($000) $7,239 Shares 135,571 Est. Cost $49.59 Unrealized
DFAX DIMENSIONAL ETF TRUST 1.6%
Value ($000) $6,604 Shares 308,018 Est. Cost $23.21 Unrealized
VTIP VANGUARD MALVERN FDS 1.6%
Value ($000) $6,383 Shares 127,354 Est. Cost $51.29 Unrealized
DFAI DIMENSIONAL ETF TRUST 1.5%
Value ($000) $6,020 Shares 249,374 Est. Cost $24.14 Unrealized
FMAY FIRST TR EXCHNG TRADED FD VI 1.5%
Value ($000) $6,007 Shares 174,768 Est. Cost $34.37 Unrealized
VUG VANGUARD INDEX FDS 1.4%
Value ($000) $5,760 Shares 25,842 Est. Cost $173.15 Unrealized
IJR ISHARES TR 1.4%
Value ($000) $5,626 Shares 60,876 Est. Cost $74.42 Unrealized
FMHI FIRST TR EXCH TRADED FD III 1.3%
Value ($000) $5,346 Shares 112,542 Est. Cost $47.50 Unrealized
EFA ISHARES TR 1.3%
Value ($000) $5,304 Shares 84,885 Est. Cost $66.69 Unrealized
MUNI PIMCO ETF TR 1.3%
Value ($000) $5,297 Shares 102,885 Est. Cost $54.68 Unrealized
SPYV SPDR SER TR 1.2%
Value ($000) $5,077 Shares 137,874 Est. Cost $27.72 Unrealized
DFAU DIMENSIONAL ETF TRUST 1.1%
Value ($000) $4,680 Shares 177,057 Est. Cost $28.51 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 1.1%
Value ($000) $4,520 Shares 43,835 Est. Cost $103.11 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $4,510 Shares 32,987 Est. Cost $114.00 Unrealized +30.4%
REET ISHARES TR 1.1%
Value ($000) $4,417 Shares 182,660 Est. Cost $23.56 Unrealized
EEM ISHARES TR 1.0%
Value ($000) $4,268 Shares 106,425 Est. Cost $45.10 Unrealized
MDYG SPDR SER TR 0.9%
Value ($000) $3,748 Shares 61,490 Est. Cost $55.25 Unrealized
SPIP SPDR SER TR 0.9%
Value ($000) $3,642 Shares 132,332 Est. Cost $39.77 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $3,640 Shares 52,052 Est. Cost $65.13 Unrealized
VOO VANGUARD INDEX FDS 0.9%
Value ($000) $3,599 Shares 10,376 Est. Cost $277.22 Unrealized
IEFA ISHARES TR 0.9%
Value ($000) $3,578 Shares 60,803 Est. Cost $59.75 Unrealized
SPAB SPDR SER TR 0.7%
Value ($000) $2,751 Shares 104,420 Est. Cost $28.55 Unrealized
SPSM SPDR SER TR 0.7%
Value ($000) $2,695 Shares 74,912 Est. Cost $36.99 Unrealized
JHML JOHN HANCOCK EXCHANGE TRADED 0.6%
Value ($000) $2,665 Shares 55,900 Est. Cost $38.88 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $2,619 Shares 46,528 Est. Cost $56.29 Unrealized
EFAV ISHARES TR 0.6%
Value ($000) $2,512 Shares 39,684 Est. Cost $70.56 Unrealized
VO VANGUARD INDEX FDS 0.6%
Value ($000) $2,489 Shares 12,635 Est. Cost $176.14 Unrealized
TSLA TESLA INC 0.6%
Value ($000) $2,450 Shares 3,638 Est. Cost $258.75 Unrealized +5.5%
SPYM SPDR SER TR 0.6%
Value ($000) $2,426 Shares 54,716 Est. Cost $29.47 Unrealized
AVUV AMERICAN CENTY ETF TR 0.6%
Value ($000) $2,422 Shares 35,431 Est. Cost $68.36 Unrealized
IJH ISHARES TR 0.6%
Value ($000) $2,393 Shares 10,576 Est. Cost $168.73 Unrealized
FDG AMERICAN CENTY ETF TR 0.6%
Value ($000) $2,388 Shares 45,531 Est. Cost $67.35 Unrealized
MSFT MICROSOFT CORP 0.6%
Value ($000) $2,372 Shares 9,236 Est. Cost $179.48 Unrealized +46.8%
AVEM AMERICAN CENTY ETF TR 0.5%
Value ($000) $2,254 Shares 43,312 Est. Cost $61.48 Unrealized
ACES ALPS ETF TR 0.5%
Value ($000) $2,214 Shares 45,541 Est. Cost $65.41 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $2,146 Shares 32,570 Est. Cost $65.89 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $2,115 Shares 40,863 Est. Cost $51.76 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.5%
Value ($000) $2,071 Shares 40,913 Est. Cost $54.94 Unrealized
SLYG SPDR SER TR 0.5%
Value ($000) $2,016 Shares 28,600 Est. Cost $60.80 Unrealized
SLYV SPDR SER TR 0.5%
Value ($000) $1,986 Shares 27,427 Est. Cost $55.12 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $1,937 Shares 38,247 Est. Cost $50.89 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.5%
Value ($000) $1,913 Shares 49,280 Est. Cost $33.56 Unrealized
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $1,744 Shares 13,222 Est. Cost $93.21 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $1,741 Shares 43,263 Est. Cost $52.97 Unrealized
MTUM ISHARES TR 0.4%
Value ($000) $1,623 Shares 11,898 Est. Cost $108.64 Unrealized
VOT VANGUARD INDEX FDS 0.4%
Value ($000) $1,579 Shares 9,004 Est. Cost $128.07 Unrealized
AMZN AMAZON COM INC 0.4%
Value ($000) $1,572 Shares 14,801 Est. Cost $125.44 Unrealized -0.2%
THD ISHARES INC 0.4%
Value ($000) $1,524 Shares 22,118 Est. Cost $73.69 Unrealized
TCHP T ROWE PRICE ETF INC 0.4%
Value ($000) $1,451 Shares 66,043 Est. Cost $29.92 Unrealized
SOXX ISHARES TR 0.3%
Value ($000) $1,380 Shares 3,947 Est. Cost $542.34 Unrealized
IDX VANECK ETF TRUST 0.3%
Value ($000) $1,259 Shares 63,918 Est. Cost $20.49 Unrealized
IVV ISHARES TR 0.3%
Value ($000) $1,203 Shares 3,172 Est. Cost $264.32 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,198 Shares 2,332 Est. Cost $438.96 Unrealized +7.3%
GOOGL ALPHABET INC 0.3%
Value ($000) $1,155 Shares 530 Est. Cost $120.24 Unrealized -2.8%
SYK STRYKER CORPORATION 0.3%
Value ($000) $1,083 Shares 5,444 Est. Cost $225.90 Unrealized +0.0%
DE DEERE & CO 0.3%
Value ($000) $1,081 Shares 3,608 Est. Cost $228.68 Unrealized +52.9%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,072 Shares 12,516 Est. Cost $49.39 Unrealized +61.1%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $1,069 Shares 3,850 Est. Cost $306.48 Unrealized -7.1%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,047 Shares 5,897 Est. Cost $154.24 Unrealized +3.7%
EWM ISHARES INC 0.3%
Value ($000) $1,028 Shares 46,817 Est. Cost $23.88 Unrealized
LIT GLOBAL X FDS 0.2%
Value ($000) $1,018 Shares 14,021 Est. Cost $75.27 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $1,010 Shares 4,738 Est. Cost $214.96 Unrealized -2.9%
CACC CREDIT ACCEP CORP MICH 0.2%
Value ($000) $994 Shares 2,100 Est. Cost $402.77 Unrealized +37.0%
DFAC DIMENSIONAL ETF TRUST 0.2%
Value ($000) $949 Shares 40,735 Est. Cost $26.95 Unrealized
V VISA INC 0.2%
Value ($000) $922 Shares 4,685 Est. Cost $184.98 Unrealized +8.7%
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $898 Shares 6,258 Est. Cost $100.90 Unrealized
COWZ PACER FDS TR 0.2%
Value ($000) $824 Shares 19,137 Est. Cost $43.06 Unrealized
ENB ENBRIDGE INC 0.2%
Value ($000) $806 Shares 19,072 Est. Cost $34.12 Unrealized +3.3%
OMFS INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $794 Shares 23,830 Est. Cost $38.60 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $789 Shares 4,735 Est. Cost $148.85 Unrealized +0.6%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $785 Shares 6,968 Est. Cost $124.19 Unrealized -9.0%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $785 Shares 1,444 Est. Cost $559.24 Unrealized -2.6%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $744 Shares 1,971 Est. Cost $273.74 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $726 Shares 2,648 Est. Cost $265.65 Unrealized +1.3%
DIS DISNEY WALT CO 0.2%
Value ($000) $718 Shares 7,602 Est. Cost $128.80 Unrealized -15.8%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $711 Shares 1,483 Est. Cost $464.67 Unrealized +4.4%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $690 Shares 2,046 Est. Cost $374.16 Unrealized -7.6%
VBK VANGUARD INDEX FDS 0.2%
Value ($000) $665 Shares 3,373 Est. Cost $206.78 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $636 Shares 3,658 Est. Cost $168.63 Unrealized -1.4%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $633 Shares 4,177 Est. Cost $22.17 Unrealized -15.0%
IUSV ISHARES TR 0.2%
Value ($000) $631 Shares 9,439 Est. Cost $59.40 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $605 Shares 7,806 Est. Cost $67.38 Unrealized +2.2%
DFCF DIMENSIONAL ETF TRUST 0.1%
Value ($000) $604 Shares 13,839 Est. Cost $43.64 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $590 Shares 4,554 Est. Cost $97.45 Unrealized
NFRA FLEXSHARES TR 0.1%
Value ($000) $574 Shares 11,105 Est. Cost $55.24 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $566 Shares 1,547 Est. Cost $448.19 Unrealized -9.2%
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $566 Shares 6,170 Est. Cost $97.97 Unrealized -7.6%
T AT&T INC 0.1%
Value ($000) $550 Shares 26,219 Est. Cost $16.41 Unrealized -0.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $543 Shares 1,990 Est. Cost $224.50 Unrealized +39.7%
ORCL ORACLE CORP 0.1%
Value ($000) $526 Shares 7,526 Est. Cost $49.26 Unrealized +41.8%
ESGU ISHARES TR 0.1%
Value ($000) $521 Shares 6,212 Est. Cost $79.32 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $516 Shares 7,390 Est. Cost $110.66 Unrealized -21.8%
RFDI FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $511 Shares 9,546 Est. Cost $62.18 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC 0.1%
Value ($000) $495 Shares 1,810 Est. Cost $274.08 Unrealized -0.2%
FRCB FIRST REP BK SAN FRANCISCO C 0.1%
Value ($000) $494 Shares 3,429 Est. Cost $161.04 Unrealized -7.5%
ESGD ISHARES TR 0.1%
Value ($000) $494 Shares 7,877 Est. Cost $68.26 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.1%
Value ($000) $483 Shares 10,389 Est. Cost $53.00 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $481 Shares 220 Est. Cost $116.18 Unrealized +0.9%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $481 Shares 368 Est. Cost $28.99 Unrealized -3.9%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $459 Shares 4,653 Est. Cost $74.29 Unrealized +15.0%
KLAC KLA CORP 0.1%
Value ($000) $449 Shares 1,406 Est. Cost $343.14 Unrealized -5.7%
FSMB FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $424 Shares 21,367 Est. Cost $19.84 Unrealized
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $422 Shares 1,776 Est. Cost $245.26 Unrealized +3.6%
BLACKROCK INC 0.1%
Value ($000) $416 Shares 684 Est. Cost $690.14 Unrealized
SPMD SPDR SER TR 0.1%
Value ($000) $415 Shares 10,465 Est. Cost $34.59 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $408 Shares 2,945 Est. Cost $158.60 Unrealized -0.7%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $401 Shares 2,771 Est. Cost $112.29 Unrealized +27.1%
XMLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $396 Shares 7,701 Est. Cost $45.94 Unrealized
PNW PINNACLE WEST CAP CORP 0.1%
Value ($000) $395 Shares 5,405 Est. Cost $63.50 Unrealized +0.5%
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $393 Shares 5,341 Est. Cost $81.24 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $387 Shares 9,258 Est. Cost $34.42 Unrealized +11.7%
FISV FISERV INC 0.1%
Value ($000) $386 Shares 4,338 Est. Cost $107.73 Unrealized -10.0%
IMFL INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $381 Shares 18,717 Est. Cost $25.63 Unrealized
XSMO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $377 Shares 8,584 Est. Cost $49.82 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $368 Shares 2,454 Est. Cost $97.94 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $363 Shares 1,925 Est. Cost $181.62 Unrealized
CWB SPDR SER TR 0.1%
Value ($000) $348 Shares 5,394 Est. Cost $47.80 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $333 Shares 3,466 Est. Cost $88.52 Unrealized 0.0%
SHYG ISHARES TR 0.1%
Value ($000) $331 Shares 8,168 Est. Cost $44.77 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $295 Shares 1,333 Est. Cost $149.20 Unrealized +43.1%
CPT CAMDEN PPTY TR 0.1%
Value ($000) $294 Shares 2,188 Est. Cost $129.16 Unrealized 0.0%
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $292 Shares 6,536 Est. Cost $64.20 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $291 Shares 5,727 Est. Cost $42.93 Unrealized -6.6%
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $287 Shares 2,576 Est. Cost $136.71 Unrealized 0.0%
EEMV ISHARES INC 0.1%
Value ($000) $271 Shares 4,894 Est. Cost $55.37 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $270 Shares 1,658 Est. Cost $160.18 Unrealized 0.0%
PFE PFIZER INC 0.1%
Value ($000) $267 Shares 5,083 Est. Cost $40.82 Unrealized +2.9%
DFIS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $266 Shares 12,776 Est. Cost $20.82 Unrealized
STORE CAP CORP 0.1%
Value ($000) $259 Shares 9,946 Est. Cost $26.04 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $257 Shares 793 Est. Cost $248.50 Unrealized +17.1%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $246 Shares 1,739 Est. Cost $107.53 Unrealized +9.3%
XOP SPDR SER TR 0.1%
Value ($000) $245 Shares 2,047 Est. Cost $119.69 Unrealized
WMT WALMART INC 0.1%
Value ($000) $242 Shares 1,993 Est. Cost $45.42 Unrealized -3.1%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $238 Shares 1,653 Est. Cost $123.93 Unrealized +10.8%
META META PLATFORMS INC 0.1%
Value ($000) $236 Shares 1,463 Est. Cost $252.59 Unrealized -24.2%
MGEE MGE ENERGY INC 0.1%
Value ($000) $233 Shares 2,992 Est. Cost $69.83 Unrealized +5.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $230 Shares 933 Est. Cost $215.84 Unrealized +4.9%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $226 Shares 2,355 Est. Cost $79.69 Unrealized +8.7%
MUB ISHARES TR 0.1%
Value ($000) $222 Shares 2,083 Est. Cost $110.22 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $218 Shares 995 Est. Cost $175.82 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $215 Shares 2,683 Est. Cost $138.95 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $215 Shares 1,523 Est. Cost $147.18 Unrealized -14.0%
MRK MERCK & CO INC 0.1%
Value ($000) $214 Shares 2,346 Est. Cost $79.21 Unrealized 0.0%
IEMG ISHARES INC 0.1%
Value ($000) $208 Shares 4,245 Est. Cost $55.62 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $197 Shares 17,678 Est. Cost $8.01 Unrealized +31.7%
STLA STELLANTIS N.V 0.0%
Value ($000) $170 Shares 13,780 Est. Cost $17.76 Unrealized
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $28 Shares 10,048 Est. Cost $2.67 Unrealized
WRAP WRAP TECHNOLOGIES INC 0.0%
Value ($000) $19 Shares 10,000 Est. Cost $6.97 Unrealized -66.0%
SALARIUS PHARMACEUTICALS INC 0.0%
Value ($000) $7 Shares 32,050 Est. Cost $0.22 Unrealized