John W. Brooker & Co., CPAs Diversified Active

CIK: 0001798926 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 8, 2021

Total Value ($000): $160,872 (100.0% shares, 0.0% debt)

Holdings (176)

BOND PIMCO ETF TR 12.6%
Value ($000) $20,319 Shares 185,630 Est. Cost $107.81 Unrealized
MINT PIMCO ETF TR 10.8%
Value ($000) $17,362 Shares 170,367 Est. Cost $101.68 Unrealized
JPST JP MORGAN EXCHANGE TRADED FD 9.6%
Value ($000) $15,478 Shares 305,941 Est. Cost $50.58 Unrealized
TOTL SSGA ACTIVE ETF TR 8.1%
Value ($000) $12,976 Shares 269,165 Est. Cost $48.99 Unrealized
IJR ISHARES TR 5.7%
Value ($000) $9,182 Shares 84,606 Est. Cost $85.74 Unrealized
USMV ISHARES TR 5.0%
Value ($000) $7,988 Shares 115,446 Est. Cost $64.73 Unrealized
ACWV ISHARES INC 4.3%
Value ($000) $6,996 Shares 70,908 Est. Cost $90.52 Unrealized
PG PROCTER & GAMBLE CO 3.9%
Value ($000) $6,275 Shares 46,337 Est. Cost $105.24 Unrealized +9.9%
SCHM SCHWAB STRATEGIC TR 3.5%
Value ($000) $5,604 Shares 75,290 Est. Cost $61.45 Unrealized
VTI VANGUARD INDEX FDS 2.8%
Value ($000) $4,466 Shares 21,610 Est. Cost $164.83 Unrealized
SCHG SCHWAB STRATEGIC TR 2.5%
Value ($000) $4,076 Shares 31,407 Est. Cost $94.47 Unrealized
JMST J P MORGAN EXCHANGE-TRADED F 2.5%
Value ($000) $3,996 Shares 78,299 Est. Cost $51.01 Unrealized
SCHD SCHWAB STRATEGIC TR 2.4%
Value ($000) $3,921 Shares 53,767 Est. Cost $61.60 Unrealized
SPY SPDR S&P 500 ETF TR 2.2%
Value ($000) $3,573 Shares 9,014 Est. Cost $327.82 Unrealized
VO VANGUARD INDEX FDS 2.2%
Value ($000) $3,503 Shares 15,825 Est. Cost $180.67 Unrealized
SCHA SCHWAB STRATEGIC TR 2.1%
Value ($000) $3,400 Shares 34,117 Est. Cost $75.35 Unrealized
AAPL APPLE INC 1.7%
Value ($000) $2,781 Shares 22,771 Est. Cost $94.69 Unrealized +32.1%
SPLV INVESCO EXCHNG TRADED FD TR 1.6%
Value ($000) $2,559 Shares 44,006 Est. Cost $58.34 Unrealized
SCHB SCHWAB STRATEGIC TR 1.4%
Value ($000) $2,283 Shares 23,603 Est. Cost $76.49 Unrealized
IWB ISHARES TR 1.2%
Value ($000) $1,876 Shares 8,381 Est. Cost $178.41 Unrealized
EUSA ISHARES INC 1.0%
Value ($000) $1,561 Shares 19,919 Est. Cost $63.98 Unrealized
MTUM ISHARES TR 0.7%
Value ($000) $1,202 Shares 7,474 Est. Cost $123.86 Unrealized
QUAL ISHARES TR 0.7%
Value ($000) $1,174 Shares 9,643 Est. Cost $100.99 Unrealized
QDF FLEXSHARES TR 0.7%
Value ($000) $1,151 Shares 21,585 Est. Cost $48.49 Unrealized
SCHX SCHWAB STRATEGIC TR 0.7%
Value ($000) $1,103 Shares 11,481 Est. Cost $73.50 Unrealized
TSLA TESLA INC 0.6%
Value ($000) $1,027 Shares 1,538 Est. Cost $99.23 Unrealized +153.0%
QUS SPDR SERIES TRUST 0.6%
Value ($000) $1,011 Shares 9,106 Est. Cost $86.44 Unrealized
IJH ISHARES TR 0.6%
Value ($000) $956 Shares 3,673 Est. Cost $205.17 Unrealized
GSIE GOLDMAN SACHS ETF TR 0.6%
Value ($000) $953 Shares 28,832 Est. Cost $28.39 Unrealized
DON WISDOMTREE TR 0.6%
Value ($000) $936 Shares 23,160 Est. Cost $38.04 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $853 Shares 8,768 Est. Cost $80.94 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $733 Shares 237 Est. Cost $114.86 Unrealized +38.0%
OMFL INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $445 Shares 10,094 Est. Cost $33.34 Unrealized
VIG VANGUARD GROUP 0.3%
Value ($000) $442 Shares 3,007 Est. Cost $122.91 Unrealized
AOR ISHARES TR 0.3%
Value ($000) $411 Shares 7,668 Est. Cost $53.27 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $372 Shares 782 Est. Cost $376.95 Unrealized
T AT&T INC 0.2%
Value ($000) $369 Shares 12,181 Est. Cost $18.86 Unrealized -14.4%
MDYG SPDR SERIES TRUST 0.2%
Value ($000) $359 Shares 4,775 Est. Cost $57.43 Unrealized
DVA DAVITA INC 0.2%
Value ($000) $352 Shares 3,266 Est. Cost $66.33 Unrealized +67.5%
SPYG SPDR SERIES TRUST 0.2%
Value ($000) $342 Shares 6,070 Est. Cost $42.41 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $339 Shares 2,065 Est. Cost $114.10 Unrealized +23.4%
SCHZ SCHWAB STRATEGIC TR 0.2%
Value ($000) $320 Shares 5,938 Est. Cost $53.40 Unrealized
DIA SPDR DOW JONES INDL AVRG ETF 0.2%
Value ($000) $301 Shares 910 Est. Cost $282.27 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $279 Shares 1,086 Est. Cost $184.12 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $270 Shares 6,904 Est. Cost $23.04 Unrealized +37.3%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $269 Shares 842 Est. Cost $212.25 Unrealized
JPIN JP MORGAN EXCHANGE TRADED FD 0.2%
Value ($000) $254 Shares 4,163 Est. Cost $57.08 Unrealized
DES WISDOMTREE TR 0.2%
Value ($000) $248 Shares 7,966 Est. Cost $28.68 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $244 Shares 613 Est. Cost $323.72 Unrealized
NEAR ISHARES US ETF TR 0.1%
Value ($000) $172 Shares 3,430 Est. Cost $50.23 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $169 Shares 875 Est. Cost $124.55 Unrealized +32.5%
ALGN ALIGN TECHNOLOGY INC 0.1%
Value ($000) $159 Shares 294 Est. Cost $316.78 Unrealized +74.5%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $156 Shares 569 Est. Cost $198.59 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $150 Shares 300 Est. Cost $103.99 Unrealized +1.5%
SDY SPDR SERIES TRUST 0.1%
Value ($000) $137 Shares 1,163 Est. Cost $105.46 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $127 Shares 524 Est. Cost $103.97 Unrealized +142.3%
SMMV ISHARES TR 0.1%
Value ($000) $124 Shares 3,371 Est. Cost $29.71 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $121 Shares 1,895 Est. Cost $48.12 Unrealized +12.4%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $109 Shares 1,448 Est. Cost $61.77 Unrealized +11.4%
MSFT MICROSOFT CORP 0.1%
Value ($000) $107 Shares 452 Est. Cost $142.24 Unrealized +56.7%
WTM WHITE MTNS INS GROUP LTD 0.1%
Value ($000) $100 Shares 90 Est. Cost $1090.77 Unrealized +2.5%
ACWI ISHARES TR 0.1%
Value ($000) $98 Shares 1,034 Est. Cost $88.47 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $89 Shares 480 Est. Cost $133.98 Unrealized +34.5%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $79 Shares 961 Est. Cost $80.97 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $77 Shares 1,425 Est. Cost $37.97 Unrealized +21.5%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $76 Shares 726 Est. Cost $88.22 Unrealized -9.8%
V VISA INC 0.0%
Value ($000) $75 Shares 355 Est. Cost $172.55 Unrealized +17.8%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $64 Shares 452 Est. Cost $91.11 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $62 Shares 1,102 Est. Cost $52.07 Unrealized -16.8%
VFC V F CORP 0.0%
Value ($000) $62 Shares 774 Est. Cost $86.45 Unrealized -6.1%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $61 Shares 1,000 Est. Cost $57.49 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $56 Shares 955 Est. Cost $42.79 Unrealized -1.3%
IWM ISHARES TR 0.0%
Value ($000) $55 Shares 247 Est. Cost $167.35 Unrealized
PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $51 Shares 573 Est. Cost $64.57 Unrealized
ARKF ARK ETF TR 0.0%
Value ($000) $49 Shares 950 Est. Cost $51.58 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $47 Shares 155 Est. Cost $194.99 Unrealized +25.4%
CALIFORNIA BANCORP 0.0%
Value ($000) $47 Shares 2,625 Est. Cost $11.81 Unrealized
MA MASTERCARD INC 0.0%
Value ($000) $45 Shares 126 Est. Cost $272.58 Unrealized +24.6%
ARKK ARK ETF TR 0.0%
Value ($000) $43 Shares 355 Est. Cost $121.13 Unrealized
MGC VANGUARD WORLD FD 0.0%
Value ($000) $40 Shares 282 Est. Cost $113.48 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $39 Shares 110 Est. Cost $273.23 Unrealized +20.7%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $35 Shares 145 Est. Cost $197.22 Unrealized -2.5%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $35 Shares 437 Est. Cost $65.42 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $33 Shares 16 Est. Cost $64.05 Unrealized +53.7%
BNTX BIONTECH SE 0.0%
Value ($000) $33 Shares 300 Est. Cost $110.00 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $33 Shares 190 Est. Cost $114.89 Unrealized +10.8%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $33 Shares 346 Est. Cost $71.81 Unrealized +5.1%
KO COCA COLA CO 0.0%
Value ($000) $32 Shares 614 Est. Cost $44.51 Unrealized -2.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $32 Shares 125 Est. Cost $217.17 Unrealized +11.8%
IVW ISHARES TR 0.0%
Value ($000) $32 Shares 489 Est. Cost $96.66 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $27 Shares 129 Est. Cost $154.88 Unrealized +42.0%
LRGF ISHARES TR 0.0%
Value ($000) $27 Shares 654 Est. Cost $34.16 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $27 Shares 507 Est. Cost $44.09 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $26 Shares 155 Est. Cost $135.48 Unrealized
BA BOEING CO 0.0%
Value ($000) $25 Shares 100 Est. Cost $192.22 Unrealized +15.6%
GOOGL ALPHABET INC 0.0%
Value ($000) $25 Shares 12 Est. Cost $64.02 Unrealized +53.0%
EVRG EVERGY INC 0.0%
Value ($000) $25 Shares 412 Est. Cost $50.15 Unrealized -9.4%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $23 Shares 100 Est. Cost $266.89 Unrealized 0.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $22 Shares 100 Est. Cost $171.90 Unrealized +11.3%
CSCO CISCO SYS INC 0.0%
Value ($000) $21 Shares 400 Est. Cost $38.56 Unrealized +5.3%
VEA VANGUARD TAX MANAGED INTL FD 0.0%
Value ($000) $20 Shares 415 Est. Cost $44.10 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $19 Shares 246 Est. Cost $54.49 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $19 Shares 270 Est. Cost $50.44 Unrealized +20.2%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $18 Shares 111 Est. Cost $144.14 Unrealized
IYE ISHARES TR 0.0%
Value ($000) $18 Shares 696 Est. Cost $20.60 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $18 Shares 137 Est. Cost $120.24 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $17 Shares 120 Est. Cost $108.78 Unrealized +1.9%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $17 Shares 200 Est. Cost $74.24 Unrealized -9.1%
MRNA MODERNA INC 0.0%
Value ($000) $16 Shares 120 Est. Cost $113.58 Unrealized +27.6%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $15 Shares 700 Est. Cost $28.00 Unrealized
TRANSLATE BIO INC 0.0%
Value ($000) $15 Shares 900 Est. Cost $16.67 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $15 Shares 92 Est. Cost $126.21 Unrealized
ZYNGA INC 0.0%
Value ($000) $15 Shares 1,466 Est. Cost $6.14 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $14 Shares 181 Est. Cost $114.37 Unrealized
JPUS JP MORGAN EXCHANGE TRADED FD 0.0%
Value ($000) $14 Shares 150 Est. Cost $80.00 Unrealized
MDYV SPDR SERIES TRUST 0.0%
Value ($000) $14 Shares 210 Est. Cost $57.14 Unrealized
ACCELERON PHARMA INC 0.0%
Value ($000) $14 Shares 100 Est. Cost $140.00 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $71.93 Unrealized +80.3%
IJJ ISHARES TR 0.0%
Value ($000) $13 Shares 131 Est. Cost $127.98 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $12 Shares 228 Est. Cost $42.49 Unrealized
MAC MACERICH CO 0.0%
Value ($000) $12 Shares 1,043 Est. Cost $10.67 Unrealized
PIONEER NAT RES CO 0.0%
Value ($000) $11 Shares 71 Est. Cost $154.93 Unrealized
RFG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $11 Shares 52 Est. Cost $153.85 Unrealized
EFAV ISHARES TR 0.0%
Value ($000) $11 Shares 152 Est. Cost $74.46 Unrealized
PENN PENN NATL GAMING INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $25.13 Unrealized +340.7%
SYK STRYKER CORP 0.0%
Value ($000) $10 Shares 40 Est. Cost $194.19 Unrealized +17.3%
F FORD MTR CO DEL 0.0%
Value ($000) $9 Shares 718 Est. Cost $5.96 Unrealized +45.7%
ISHARES GOLD TRUST 0.0%
Value ($000) $9 Shares 541 Est. Cost $18.48 Unrealized
XMLV INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $9 Shares 175 Est. Cost $52.80 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $9 Shares 72 Est. Cost $105.92 Unrealized +5.9%
META FACEBOOK INC 0.0%
Value ($000) $9 Shares 30 Est. Cost $192.35 Unrealized +39.0%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $9 Shares 170 Est. Cost $43.68 Unrealized
GMF SPDR INDEX SHS FDS 0.0%
Value ($000) $8 Shares 63 Est. Cost $95.24 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $8 Shares 113 Est. Cost $59.26 Unrealized -5.2%
IWS ISHARES TR 0.0%
Value ($000) $8 Shares 75 Est. Cost $93.33 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $8 Shares 200 Est. Cost $41.84 Unrealized -9.5%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $8 Shares 452 Est. Cost $19.54 Unrealized
LDUR PIMCO ETF TR 0.0%
Value ($000) $8 Shares 78 Est. Cost $99.74 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $7 Shares 108 Est. Cost $30.78 Unrealized +60.8%
BKLN INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $7 Shares 324 Est. Cost $22.85 Unrealized
NOKIA CORP 0.0%
Value ($000) $7 Shares 41 Est. Cost $170.73 Unrealized
EWJ ISHARES INC 0.0%
Value ($000) $6 Shares 87 Est. Cost $57.47 Unrealized
DXJ WISDOMTREE TR 0.0%
Value ($000) $6 Shares 103 Est. Cost $40.45 Unrealized
IPAC ISHARES TR 0.0%
Value ($000) $6 Shares 85 Est. Cost $58.82 Unrealized
USL UNITED STS 12 MONTH OIL FD L 0.0%
Value ($000) $6 Shares 300 Est. Cost $13.33 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $5 Shares 50 Est. Cost $100.00 Unrealized
DLS WISDOMTREE TR 0.0%
Value ($000) $5 Shares 69 Est. Cost $72.46 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $5 Shares 7 Est. Cost $306.12 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 94 Est. Cost $33.06 Unrealized
QVMT INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $4 Shares 111 Est. Cost $37.38 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $4 Shares 277 Est. Cost $14.44 Unrealized
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $4 Shares 83 Est. Cost $37.78 Unrealized +18.2%
1LIFE HEALTHCARE INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $20.00 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $35.30 Unrealized -33.2%
VIRGIN GALACTIC HOLDINGS INC 0.0%
Value ($000) $3 Shares 96 Est. Cost $10.42 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $3 Shares 70 Est. Cost $26.71 Unrealized +5.0%
VALE S A 0.0%
Value ($000) $3 Shares 3 Est. Cost $1000.00 Unrealized
BP PLC 0.0%
Value ($000) $3 Shares 3 Est. Cost $1000.00 Unrealized
SELECT SECTOR SPDR TR 0.0%
Value ($000) $2 Shares 5 Est. Cost $400.00 Unrealized
NEKTAR THERAPEUTICS 0.0%
Value ($000) $2 Shares 40 Est. Cost $25.00 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $1 Shares 200 Est. Cost $3.56 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $15.81 Unrealized +82.9%
MARATHON OIL CORP 0.0%
Value ($000) $1 Shares 101 Est. Cost $9.90 Unrealized
AMC ENTMT HLDGS INC 0.0%
Value ($000) $1 Shares 75 Est. Cost $13.33 Unrealized
BAC BANK AMER CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $27.79 Unrealized +10.3%
ACWX ISHARES TR 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
UNITED STS OIL FD LP 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
USO UNITED STS OIL FD LP 0.0%
Value ($000) $1 Shares 37 Est. Cost $27.03 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $0 Shares 11 Est. Cost $15.93 Unrealized 0.0%
TDC TERADATA CORP DEL 0.0%
Value ($000) $0 Shares 2 Est. Cost $36.52 Unrealized 0.0%
HIMX HIMAX TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
VYX NCR CORP NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $22.00 Unrealized 0.0%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $126.83 Unrealized +41.5%
LOGI LOGITECH INTL S A 0.0%
Value ($000) $0 Shares 1 Est. Cost $97.30 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $13.33 Unrealized -0.1%
WAB WABTEC 0.0%
Value ($000) $0 Shares 1 Est. Cost $75.50 Unrealized 0.0%