John W. Brooker & Co., CPAs Diversified Active

CIK: 0001798926 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 3, 2020

Total Value ($000): $138,863 (100.0% shares, 0.0% debt)

Holdings (174)

BOND PIMCO ETF TR 17.1%
Value ($000) $23,683 Shares 223,066 Est. Cost $107.81 Unrealized
TOTL SSGA ACTIVE ETF TR 14.4%
Value ($000) $19,935 Shares 415,659 Est. Cost $48.99 Unrealized
MINT PIMCO ETF TR 10.9%
Value ($000) $15,115 Shares 152,708 Est. Cost $101.59 Unrealized
JPST JP MORGAN EXCHANGE TRADED FD 5.8%
Value ($000) $8,086 Shares 162,800 Est. Cost $50.43 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 4.9%
Value ($000) $6,775 Shares 85,656 Est. Cost $80.97 Unrealized
SPLV INVESCO EXCHNG TRADED FD TR 3.8%
Value ($000) $5,325 Shares 113,490 Est. Cost $58.34 Unrealized
PG PROCTER & GAMBLE CO 3.7%
Value ($000) $5,193 Shares 47,212 Est. Cost $105.24 Unrealized -1.3%
JP MORGAN EXCHANGE TRADED FD 3.3%
Value ($000) $4,616 Shares 96,481 Est. Cost $62.22 Unrealized
USMV ISHARES TR 3.0%
Value ($000) $4,120 Shares 76,285 Est. Cost $64.96 Unrealized
ACWV ISHARES INC 2.4%
Value ($000) $3,295 Shares 41,013 Est. Cost $94.73 Unrealized
VTI VANGUARD INDEX FDS 1.9%
Value ($000) $2,684 Shares 20,819 Est. Cost $163.61 Unrealized
SCHM SCHWAB STRATEGIC TR 1.8%
Value ($000) $2,527 Shares 59,943 Est. Cost $59.42 Unrealized
SCHG SCHWAB STRATEGIC TR 1.7%
Value ($000) $2,386 Shares 29,960 Est. Cost $90.95 Unrealized
SCHA SCHWAB STRATEGIC TR 1.6%
Value ($000) $2,227 Shares 43,233 Est. Cost $75.65 Unrealized
SPY SPDR S&P 500 ETF TR 1.6%
Value ($000) $2,176 Shares 8,442 Est. Cost $321.83 Unrealized
VO VANGUARD INDEX FDS 1.5%
Value ($000) $2,105 Shares 15,989 Est. Cost $178.17 Unrealized
DON WISDOMTREE TR 1.4%
Value ($000) $1,902 Shares 78,729 Est. Cost $38.04 Unrealized
IJR ISHARES TR 1.4%
Value ($000) $1,892 Shares 33,724 Est. Cost $80.98 Unrealized
DES WISDOMTREE TR 1.4%
Value ($000) $1,881 Shares 104,393 Est. Cost $28.68 Unrealized
SCHD SCHWAB STRATEGIC TR 1.2%
Value ($000) $1,622 Shares 36,050 Est. Cost $57.39 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $1,486 Shares 5,842 Est. Cost $62.02 Unrealized +14.6%
SCHB SCHWAB STRATEGIC TR 1.1%
Value ($000) $1,475 Shares 24,416 Est. Cost $75.38 Unrealized
EUSA ISHARES INC 1.0%
Value ($000) $1,366 Shares 29,289 Est. Cost $63.98 Unrealized
IWB ISHARES TR 0.9%
Value ($000) $1,190 Shares 8,409 Est. Cost $178.41 Unrealized
NEAR ISHARES US ETF TR 0.7%
Value ($000) $1,002 Shares 20,668 Est. Cost $50.23 Unrealized
QDF FLEXSHARES TR 0.7%
Value ($000) $971 Shares 26,996 Est. Cost $48.49 Unrealized
QUAL ISHARES TR 0.7%
Value ($000) $918 Shares 11,328 Est. Cost $100.99 Unrealized
OMFL INVESCO EXCH TRD SLF IDX FD 0.6%
Value ($000) $843 Shares 32,390 Est. Cost $33.34 Unrealized
SCHX SCHWAB STRATEGIC TR 0.6%
Value ($000) $766 Shares 12,513 Est. Cost $73.07 Unrealized
MTUM ISHARES TR 0.5%
Value ($000) $756 Shares 7,105 Est. Cost $122.70 Unrealized
XSLV INVESCO EXCHNG TRADED FD TR 0.5%
Value ($000) $751 Shares 22,672 Est. Cost $50.89 Unrealized
LDUR PIMCO ETF TR 0.5%
Value ($000) $725 Shares 7,326 Est. Cost $99.74 Unrealized
QUS SPDR SERIES TRUST 0.5%
Value ($000) $637 Shares 8,340 Est. Cost $83.01 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $579 Shares 9,215 Est. Cost $80.94 Unrealized
IJH ISHARES TR 0.4%
Value ($000) $535 Shares 3,722 Est. Cost $204.82 Unrealized
SLQD ISHARES TR 0.4%
Value ($000) $532 Shares 10,613 Est. Cost $51.02 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $485 Shares 925 Est. Cost $23.89 Unrealized +73.5%
JPIN JP MORGAN EXCHANGE TRADED FD 0.3%
Value ($000) $432 Shares 9,997 Est. Cost $57.08 Unrealized
T AT&T INC 0.3%
Value ($000) $380 Shares 13,044 Est. Cost $18.86 Unrealized -3.7%
SCHZ SCHWAB STRATEGIC TR 0.2%
Value ($000) $330 Shares 6,082 Est. Cost $53.40 Unrealized
GSIE GOLDMAN SACHS ETF TR 0.2%
Value ($000) $305 Shares 13,227 Est. Cost $24.26 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $271 Shares 2,065 Est. Cost $114.10 Unrealized +5.3%
VIG VANGUARD GROUP 0.2%
Value ($000) $265 Shares 2,559 Est. Cost $117.82 Unrealized
DVA DAVITA INC 0.2%
Value ($000) $248 Shares 3,266 Est. Cost $66.33 Unrealized +18.5%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $226 Shares 1,441 Est. Cost $181.82 Unrealized
MDYG SPDR SERIES TRUST 0.2%
Value ($000) $220 Shares 5,128 Est. Cost $57.12 Unrealized
DIA SPDR DOW JONES INDL AVRG ETF 0.1%
Value ($000) $203 Shares 927 Est. Cost $282.27 Unrealized
SPYG SPDR SERIES TRUST 0.1%
Value ($000) $203 Shares 5,685 Est. Cost $41.86 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $197 Shares 749 Est. Cost $375.17 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $197 Shares 763 Est. Cost $323.72 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $177 Shares 930 Est. Cost $212.25 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $152 Shares 875 Est. Cost $124.55 Unrealized +11.3%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $120 Shares 1,657 Est. Cost $89.68 Unrealized -15.2%
INTC INTEL CORP 0.1%
Value ($000) $103 Shares 1,900 Est. Cost $49.26 Unrealized +6.2%
SDY SPDR SERIES TRUST 0.1%
Value ($000) $92 Shares 1,157 Est. Cost $107.52 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $90 Shares 46 Est. Cost $89.77 Unrealized +7.8%
MSFT MICROSOFT CORP 0.1%
Value ($000) $90 Shares 568 Est. Cost $142.24 Unrealized +9.9%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $87 Shares 362 Est. Cost $50.17 Unrealized +8.2%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $86 Shares 569 Est. Cost $198.59 Unrealized
WTM WHITE MTNS INS GROUP LTD 0.1%
Value ($000) $82 Shares 90 Est. Cost $1090.77 Unrealized -5.1%
EFAV ISHARES TR 0.1%
Value ($000) $75 Shares 1,205 Est. Cost $74.46 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $74 Shares 878 Est. Cost $91.11 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $70 Shares 1,838 Est. Cost $52.07 Unrealized -19.2%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $61 Shares 1,138 Est. Cost $42.79 Unrealized -4.1%
V VISA INC 0.0%
Value ($000) $58 Shares 361 Est. Cost $172.55 Unrealized +4.7%
KO COCA COLA CO 0.0%
Value ($000) $50 Shares 1,136 Est. Cost $44.51 Unrealized +1.1%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $50 Shares 524 Est. Cost $103.97 Unrealized +5.9%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $48 Shares 1,406 Est. Cost $37.86 Unrealized -4.8%
DIS DISNEY WALT CO 0.0%
Value ($000) $46 Shares 480 Est. Cost $133.98 Unrealized -7.8%
VFC V F CORP 0.0%
Value ($000) $41 Shares 754 Est. Cost $86.45 Unrealized -9.9%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $34 Shares 195 Est. Cost $249.35 Unrealized -4.0%
VEA VANGUARD TAX MANAGED INTL FD 0.0%
Value ($000) $33 Shares 988 Est. Cost $44.10 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $32 Shares 145 Est. Cost $197.22 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $31 Shares 110 Est. Cost $273.23 Unrealized +1.7%
CALIFORNIA BANCORP 0.0%
Value ($000) $31 Shares 2,625 Est. Cost $11.81 Unrealized
MA MASTERCARD INC 0.0%
Value ($000) $30 Shares 126 Est. Cost $272.58 Unrealized +5.6%
HD HOME DEPOT INC 0.0%
Value ($000) $29 Shares 155 Est. Cost $194.99 Unrealized -2.5%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $28 Shares 346 Est. Cost $71.81 Unrealized +1.3%
IWM ISHARES TR 0.0%
Value ($000) $28 Shares 245 Est. Cost $167.35 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $27 Shares 437 Est. Cost $80.09 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $27 Shares 190 Est. Cost $114.89 Unrealized 0.0%
MGC VANGUARD WORLD FD 0.0%
Value ($000) $26 Shares 282 Est. Cost $113.48 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $25 Shares 150 Est. Cost $171.90 Unrealized -0.0%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $23 Shares 180 Est. Cost $108.78 Unrealized +3.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $23 Shares 125 Est. Cost $217.17 Unrealized -2.1%
EVRG EVERGY INC 0.0%
Value ($000) $23 Shares 412 Est. Cost $50.15 Unrealized +3.7%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $22 Shares 430 Est. Cost $65.42 Unrealized
PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $22 Shares 573 Est. Cost $64.57 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $20 Shares 122 Est. Cost $196.72 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $20 Shares 17 Est. Cost $64.05 Unrealized +5.1%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $19 Shares 468 Est. Cost $53.53 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $19 Shares 129 Est. Cost $154.88 Unrealized +9.4%
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $18 Shares 753 Est. Cost $34.61 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $18 Shares 275 Est. Cost $74.48 Unrealized -4.7%
ROST ROSS STORES INC 0.0%
Value ($000) $17 Shares 190 Est. Cost $105.92 Unrealized -4.9%
EEM ISHARES TR 0.0%
Value ($000) $17 Shares 499 Est. Cost $44.09 Unrealized
LRGF ISHARES TR 0.0%
Value ($000) $17 Shares 644 Est. Cost $34.16 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $16 Shares 87 Est. Cost $241.38 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $16 Shares 400 Est. Cost $38.56 Unrealized -4.9%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $16 Shares 353 Est. Cost $53.00 Unrealized +2.6%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $16 Shares 636 Est. Cost $33.02 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $16 Shares 521 Est. Cost $42.49 Unrealized
GLD SPDR GOLD TRUST 0.0%
Value ($000) $16 Shares 111 Est. Cost $144.14 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $16 Shares 200 Est. Cost $74.24 Unrealized +3.1%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $15 Shares 435 Est. Cost $43.68 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $14 Shares 155 Est. Cost $135.48 Unrealized
GOOGL ALPHABET INC 0.0%
Value ($000) $14 Shares 12 Est. Cost $64.02 Unrealized +5.1%
EFA ISHARES TR 0.0%
Value ($000) $13 Shares 240 Est. Cost $54.17 Unrealized
PHILLIPS 66 PARTNERS LP 0.0%
Value ($000) $13 Shares 360 Est. Cost $36.11 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $13 Shares 270 Est. Cost $50.44 Unrealized -5.8%
SMMV ISHARES TR 0.0%
Value ($000) $13 Shares 517 Est. Cost $34.82 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $13 Shares 123 Est. Cost $170.73 Unrealized
PTLC PACER FDS TR 0.0%
Value ($000) $12 Shares 455 Est. Cost $32.97 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $12 Shares 78 Est. Cost $177.67 Unrealized -0.8%
TEMPLETON DRAGON FD INC 0.0%
Value ($000) $11 Shares 650 Est. Cost $16.92 Unrealized
IJS ISHARES TR 0.0%
Value ($000) $11 Shares 114 Est. Cost $157.89 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $11 Shares 819 Est. Cost $19.54 Unrealized
ZYNGA INC 0.0%
Value ($000) $10 Shares 1,466 Est. Cost $6.14 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $10 Shares 183 Est. Cost $69.12 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $10 Shares 700 Est. Cost $28.00 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $10 Shares 103 Est. Cost $126.21 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $9 Shares 265 Est. Cost $41.84 Unrealized -6.6%
JPUS JP MORGAN EXCHANGE TRADED FD 0.0%
Value ($000) $9 Shares 150 Est. Cost $80.00 Unrealized
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $8 Shares 111 Est. Cost $17.32 Unrealized -1.7%
MDYV SPDR SERIES TRUST 0.0%
Value ($000) $7 Shares 210 Est. Cost $57.14 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $7 Shares 40 Est. Cost $194.19 Unrealized -5.6%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $7 Shares 250 Est. Cost $44.70 Unrealized -18.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $71.93 Unrealized 0.0%
DVY ISHARES TR 0.0%
Value ($000) $7 Shares 100 Est. Cost $110.00 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $7 Shares 65 Est. Cost $107.69 Unrealized
XMLV INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $7 Shares 171 Est. Cost $52.94 Unrealized
SPGM SPDR INDEX SHS FDS 0.0%
Value ($000) $6 Shares 185 Est. Cost $43.24 Unrealized
ET ENERGY TRANSFER LP 0.0%
Value ($000) $6 Shares 1,267 Est. Cost $4.74 Unrealized
RFG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $6 Shares 52 Est. Cost $153.85 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $6 Shares 65 Est. Cost $123.08 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $5 Shares 1,500 Est. Cost $3.56 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $5 Shares 75 Est. Cost $93.33 Unrealized
PIONEER NAT RES CO 0.0%
Value ($000) $5 Shares 71 Est. Cost $154.93 Unrealized
GMF SPDR INDEX SHS FDS 0.0%
Value ($000) $5 Shares 63 Est. Cost $95.24 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $5 Shares 109 Est. Cost $59.26 Unrealized -8.6%
META FACEBOOK INC 0.0%
Value ($000) $5 Shares 30 Est. Cost $192.35 Unrealized +1.1%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 203 Est. Cost $29.56 Unrealized
BE BLOOM ENERGY CORP 0.0%
Value ($000) $4 Shares 690 Est. Cost $8.48 Unrealized 0.0%
DXJ WISDOMTREE TR 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $4 Shares 850 Est. Cost $4.71 Unrealized
EWJ ISHARES INC 0.0%
Value ($000) $4 Shares 87 Est. Cost $57.47 Unrealized
BKLN INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $4 Shares 216 Est. Cost $23.36 Unrealized
IPAC ISHARES TR 0.0%
Value ($000) $4 Shares 85 Est. Cost $58.82 Unrealized
QVMT INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $3 Shares 108 Est. Cost $37.38 Unrealized
IPKW INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $3 Shares 140 Est. Cost $35.71 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $3 Shares 718 Est. Cost $5.96 Unrealized -5.1%
BA BOEING CO 0.0%
Value ($000) $3 Shares 17 Est. Cost $351.04 Unrealized -22.3%
DLS WISDOMTREE TR 0.0%
Value ($000) $3 Shares 69 Est. Cost $72.46 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $32.91 Unrealized 0.0%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $2 Shares 81 Est. Cost $37.71 Unrealized -5.4%
EELV INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $2 Shares 106 Est. Cost $28.57 Unrealized
1LIFE HEALTHCARE INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
JMOM JP MORGAN EXCHANGE TRADED FD 0.0%
Value ($000) $2 Shares 82 Est. Cost $24.39 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $2 Shares 70 Est. Cost $26.71 Unrealized -3.3%
DHR DANAHER CORPORATION 0.0%
Value ($000) $2 Shares 18 Est. Cost $122.98 Unrealized +6.8%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $246.86 Unrealized +5.8%
VIRGIN GALACTIC HOLDINGS INC 0.0%
Value ($000) $1 Shares 96 Est. Cost $10.42 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $15.81 Unrealized 0.0%
PENN PENN NATL GAMING INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $25.13 Unrealized 0.0%
VALE VALE S A 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $54.20 Unrealized 0.0%
CCL CARNIVAL CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $35.30 Unrealized 0.0%
NEKTAR THERAPEUTICS 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $0 Shares 8 Est. Cost $45.99 Unrealized 0.0%
MARATHON OIL CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
HIMX HIMAX TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
EXONE CO 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
DDD 3-D SYS CORP DEL 0.0%
Value ($000) $0 Shares 30 Est. Cost $8.68 Unrealized +12.3%
BAC BANK AMER CORP 0.0%
Value ($000) $0 Shares 14 Est. Cost $27.79 Unrealized -6.8%