Forza Wealth Management, LLC Diversified Active

CIK: 0001963030 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 22, 2024

Total Value ($000): $192,257 (100.0% shares, 0.0% debt)

Holdings (172)

IAU ISHARES GOLD TR 4.4%
Value ($000) $8,532 Shares 203,092 Est. Cost $34.62 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 3.3%
Value ($000) $6,407 Shares 127,005 Est. Cost $50.13 Unrealized
DFAI DIMENSIONAL ETF TRUST 2.9%
Value ($000) $5,671 Shares 187,670 Est. Cost $28.29 Unrealized
BSV VANGUARD BD INDEX FDS 2.8%
Value ($000) $5,447 Shares 71,042 Est. Cost $75.94 Unrealized
MSFT MICROSOFT CORP 2.6%
Value ($000) $5,013 Shares 11,914 Est. Cost $238.94 Unrealized +67.1%
IEF ISHARES TR 2.6%
Value ($000) $4,969 Shares 52,494 Est. Cost $96.02 Unrealized
VOE VANGUARD INDEX FDS 2.5%
Value ($000) $4,825 Shares 30,948 Est. Cost $135.14 Unrealized
SCHO SCHWAB STRATEGIC TR 2.5%
Value ($000) $4,770 Shares 98,943 Est. Cost $48.24 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 2.0%
Value ($000) $3,881 Shares 21,252 Est. Cost $151.85 Unrealized
IJH ISHARES TR 1.8%
Value ($000) $3,449 Shares 56,785 Est. Cost $96.97 Unrealized
JPM JPMORGAN CHASE & CO 1.8%
Value ($000) $3,446 Shares 17,204 Est. Cost $119.86 Unrealized +44.8%
VCSH VANGUARD SCOTTSDALE FDS 1.6%
Value ($000) $3,143 Shares 40,653 Est. Cost $75.23 Unrealized
VBR VANGUARD INDEX FDS 1.6%
Value ($000) $3,080 Shares 16,053 Est. Cost $158.79 Unrealized
SPY SPDR S&P 500 ETF TR 1.6%
Value ($000) $3,011 Shares 5,756 Est. Cost $383.02 Unrealized
CSCO CISCO SYS INC 1.6%
Value ($000) $2,988 Shares 59,860 Est. Cost $41.73 Unrealized +13.1%
VYM VANGUARD WHITEHALL FDS 1.5%
Value ($000) $2,952 Shares 24,400 Est. Cost $108.70 Unrealized
XOM EXXON MOBIL CORP 1.5%
Value ($000) $2,883 Shares 24,803 Est. Cost $96.55 Unrealized +1.6%
IGIB ISHARES TR 1.4%
Value ($000) $2,694 Shares 52,215 Est. Cost $49.50 Unrealized
IGSB ISHARES TR 1.3%
Value ($000) $2,528 Shares 49,293 Est. Cost $49.82 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.3%
Value ($000) $2,419 Shares 12,665 Est. Cost $122.78 Unrealized +40.5%
AAPL APPLE INC 1.2%
Value ($000) $2,341 Shares 13,653 Est. Cost $140.70 Unrealized +28.1%
LLY ELI LILLY & CO 1.2%
Value ($000) $2,276 Shares 2,925 Est. Cost $340.36 Unrealized +106.4%
ABBV ABBVIE INC 1.1%
Value ($000) $2,101 Shares 11,539 Est. Cost $137.43 Unrealized +17.9%
COST COSTCO WHSL CORP NEW 1.1%
Value ($000) $2,029 Shares 2,770 Est. Cost $471.22 Unrealized +50.0%
DGRO ISHARES TR 1.0%
Value ($000) $1,974 Shares 34,003 Est. Cost $53.47 Unrealized
EMR EMERSON ELEC CO 1.0%
Value ($000) $1,946 Shares 17,160 Est. Cost $84.44 Unrealized +17.7%
VTV VANGUARD INDEX FDS 1.0%
Value ($000) $1,875 Shares 11,510 Est. Cost $140.17 Unrealized
AFL AFLAC INC 0.9%
Value ($000) $1,826 Shares 21,270 Est. Cost $62.67 Unrealized +25.7%
DFCF DIMENSIONAL ETF TRUST 0.9%
Value ($000) $1,802 Shares 42,950 Est. Cost $42.40 Unrealized
NVO NOVO-NORDISK A S 0.9%
Value ($000) $1,756 Shares 13,676 Est. Cost $121.87 Unrealized
CVX CHEVRON CORP NEW 0.9%
Value ($000) $1,719 Shares 10,899 Est. Cost $152.20 Unrealized -8.7%
DFAS DIMENSIONAL ETF TRUST 0.9%
Value ($000) $1,697 Shares 27,220 Est. Cost $62.34 Unrealized
CAH CARDINAL HEALTH INC 0.9%
Value ($000) $1,692 Shares 15,125 Est. Cost $71.56 Unrealized +46.2%
GOOGL ALPHABET INC 0.9%
Value ($000) $1,670 Shares 11,065 Est. Cost $94.32 Unrealized +50.5%
AMGN AMGEN INC 0.9%
Value ($000) $1,659 Shares 5,834 Est. Cost $241.26 Unrealized +14.4%
IVV ISHARES TR 0.8%
Value ($000) $1,572 Shares 2,990 Est. Cost $384.21 Unrealized
INTC INTEL CORP 0.8%
Value ($000) $1,525 Shares 34,519 Est. Cost $26.79 Unrealized +64.4%
IJR ISHARES TR 0.8%
Value ($000) $1,522 Shares 13,771 Est. Cost $94.68 Unrealized
AVGO BROADCOM INC 0.8%
Value ($000) $1,498 Shares 1,130 Est. Cost $57.59 Unrealized +110.5%
TAP MOLSON COORS BEVERAGE CO 0.8%
Value ($000) $1,476 Shares 21,945 Est. Cost $49.22 Unrealized +20.8%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $1,372 Shares 8,676 Est. Cost $156.47 Unrealized -4.0%
MRK MERCK & CO INC 0.7%
Value ($000) $1,372 Shares 10,398 Est. Cost $94.21 Unrealized +22.9%
XLE SELECT SECTOR SPDR TR 0.7%
Value ($000) $1,355 Shares 14,350 Est. Cost $87.47 Unrealized
NUE NUCOR CORP 0.7%
Value ($000) $1,283 Shares 6,481 Est. Cost $130.61 Unrealized +35.7%
IEFA ISHARES TR 0.6%
Value ($000) $1,242 Shares 16,734 Est. Cost $61.64 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $1,226 Shares 29,210 Est. Cost $30.85 Unrealized +16.5%
VWO VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $1,202 Shares 28,787 Est. Cost $38.98 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.6%
Value ($000) $1,201 Shares 11,745 Est. Cost $67.86 Unrealized +23.9%
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $1,159 Shares 4,461 Est. Cost $196.16 Unrealized
AGG ISHARES TR 0.6%
Value ($000) $1,124 Shares 11,479 Est. Cost $97.02 Unrealized
MUB ISHARES TR 0.6%
Value ($000) $1,119 Shares 10,400 Est. Cost $108.41 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value ($000) $1,110 Shares 20,464 Est. Cost $64.81 Unrealized -28.8%
MDY SPDR S&P MIDCAP 400 ETF TR 0.6%
Value ($000) $1,091 Shares 1,960 Est. Cost $458.41 Unrealized
LMT LOCKHEED MARTIN CORP 0.6%
Value ($000) $1,065 Shares 2,341 Est. Cost $431.54 Unrealized -3.6%
VGIT VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $1,050 Shares 17,933 Est. Cost $58.48 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $1,019 Shares 5,825 Est. Cost $160.88 Unrealized -2.2%
MCD MCDONALDS CORP 0.5%
Value ($000) $993 Shares 3,522 Est. Cost $247.07 Unrealized +12.5%
TRV TRAVELERS COMPANIES INC 0.5%
Value ($000) $937 Shares 4,072 Est. Cost $168.98 Unrealized +22.3%
GD GENERAL DYNAMICS CORP 0.5%
Value ($000) $922 Shares 3,264 Est. Cost $228.58 Unrealized +12.9%
SHV ISHARES TR 0.5%
Value ($000) $918 Shares 8,302 Est. Cost $109.92 Unrealized
BLACKROCK INC 0.4%
Value ($000) $860 Shares 1,031 Est. Cost $702.50 Unrealized
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $840 Shares 1,745 Est. Cost $337.25 Unrealized +34.2%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $820 Shares 5,053 Est. Cost $131.14 Unrealized +14.3%
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $804 Shares 3,861 Est. Cost $142.70 Unrealized
FNDE SCHWAB STRATEGIC TR 0.4%
Value ($000) $769 Shares 27,714 Est. Cost $24.99 Unrealized
FDX FEDEX CORP 0.4%
Value ($000) $767 Shares 2,647 Est. Cost $162.27 Unrealized +47.8%
JMST J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $756 Shares 14,900 Est. Cost $50.61 Unrealized
LOW LOWES COS INC 0.4%
Value ($000) $748 Shares 2,936 Est. Cost $188.18 Unrealized +18.0%
SCHH SCHWAB STRATEGIC TR 0.4%
Value ($000) $742 Shares 36,557 Est. Cost $19.31 Unrealized
AMT AMERICAN TOWER CORP NEW 0.4%
Value ($000) $742 Shares 3,755 Est. Cost $183.28 Unrealized +1.6%
CVS CVS HEALTH CORP 0.4%
Value ($000) $740 Shares 9,273 Est. Cost $84.11 Unrealized -15.8%
NTAP NETAPP INC 0.4%
Value ($000) $719 Shares 6,846 Est. Cost $61.40 Unrealized +45.3%
MCK MCKESSON CORP 0.4%
Value ($000) $716 Shares 1,334 Est. Cost $367.20 Unrealized +37.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $710 Shares 1,689 Est. Cost $297.62 Unrealized +32.2%
PAYX PAYCHEX INC 0.4%
Value ($000) $704 Shares 5,736 Est. Cost $106.26 Unrealized +7.9%
VEU VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $693 Shares 11,820 Est. Cost $50.29 Unrealized
ACN ACCENTURE PLC IRELAND 0.4%
Value ($000) $690 Shares 1,990 Est. Cost $263.39 Unrealized +34.7%
DIS DISNEY WALT CO 0.4%
Value ($000) $675 Shares 5,520 Est. Cost $93.45 Unrealized +9.6%
GIS GENERAL MLS INC 0.3%
Value ($000) $669 Shares 9,557 Est. Cost $72.93 Unrealized -16.9%
PRU PRUDENTIAL FINL INC 0.3%
Value ($000) $663 Shares 5,647 Est. Cost $86.06 Unrealized +14.6%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $660 Shares 15,225 Est. Cost $30.67 Unrealized +32.4%
HII HUNTINGTON INGALLS INDS INC 0.3%
Value ($000) $637 Shares 2,187 Est. Cost $216.63 Unrealized +21.9%
SPAB SPDR SER TR 0.3%
Value ($000) $636 Shares 25,150 Est. Cost $25.28 Unrealized
WM WASTE MGMT INC DEL 0.3%
Value ($000) $619 Shares 2,902 Est. Cost $151.96 Unrealized +25.7%
BR BROADRIDGE FINL SOLUTIONS IN 0.3%
Value ($000) $615 Shares 3,000 Est. Cost $136.43 Unrealized +43.3%
XYL XYLEM INC 0.3%
Value ($000) $606 Shares 4,686 Est. Cost $100.99 Unrealized +17.1%
SPIB SPDR SER TR 0.3%
Value ($000) $605 Shares 18,510 Est. Cost $31.83 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.3%
Value ($000) $591 Shares 4,837 Est. Cost $138.91 Unrealized -15.2%
QCOM QUALCOMM INC 0.3%
Value ($000) $589 Shares 3,481 Est. Cost $109.62 Unrealized +35.5%
BAC BANK AMERICA CORP 0.3%
Value ($000) $587 Shares 15,468 Est. Cost $29.14 Unrealized +12.5%
IWM ISHARES TR 0.3%
Value ($000) $575 Shares 2,732 Est. Cost $190.25 Unrealized
VLO VALERO ENERGY CORP 0.3%
Value ($000) $571 Shares 3,347 Est. Cost $115.34 Unrealized +17.6%
GE GENERAL ELECTRIC CO 0.3%
Value ($000) $570 Shares 3,249 Est. Cost $52.29 Unrealized +122.6%
CYBERARK SOFTWARE LTD 0.3%
Value ($000) $562 Shares 2,117 Est. Cost $129.65 Unrealized
T AT&T INC 0.3%
Value ($000) $562 Shares 31,914 Est. Cost $15.26 Unrealized +2.4%
ABT ABBOTT LABS 0.3%
Value ($000) $561 Shares 4,932 Est. Cost $98.89 Unrealized +12.0%
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $556 Shares 11,074 Est. Cost $41.97 Unrealized
ZTS ZOETIS INC 0.3%
Value ($000) $551 Shares 3,255 Est. Cost $159.02 Unrealized +15.3%
PFE PFIZER INC 0.3%
Value ($000) $543 Shares 19,558 Est. Cost $39.90 Unrealized -38.2%
GPC GENUINE PARTS CO 0.3%
Value ($000) $540 Shares 3,486 Est. Cost $158.35 Unrealized -13.2%
GOOG ALPHABET INC 0.3%
Value ($000) $530 Shares 3,480 Est. Cost $95.84 Unrealized +49.5%
DFAT DIMENSIONAL ETF TRUST 0.3%
Value ($000) $522 Shares 9,585 Est. Cost $47.25 Unrealized
SJM SMUCKER J M CO 0.3%
Value ($000) $521 Shares 4,140 Est. Cost $133.49 Unrealized -11.8%
UNP UNION PAC CORP 0.3%
Value ($000) $520 Shares 2,115 Est. Cost $190.19 Unrealized +23.9%
MDU MDU RES GROUP INC 0.3%
Value ($000) $516 Shares 20,486 Est. Cost $10.32 Unrealized +6.4%
NVS NOVARTIS AG 0.3%
Value ($000) $515 Shares 5,319 Est. Cost $91.29 Unrealized
BG BUNGE GLOBAL SA 0.3%
Value ($000) $506 Shares 4,940 Est. Cost $98.11 Unrealized -10.1%
SNPS SYNOPSYS INC 0.3%
Value ($000) $500 Shares 875 Est. Cost $357.27 Unrealized +54.1%
TGT TARGET CORP 0.3%
Value ($000) $497 Shares 2,805 Est. Cost $131.38 Unrealized +8.1%
TJX TJX COS INC NEW 0.3%
Value ($000) $492 Shares 4,855 Est. Cost $75.68 Unrealized +25.0%
GUNR FLEXSHARES TR 0.3%
Value ($000) $492 Shares 11,988 Est. Cost $43.47 Unrealized
ENB ENBRIDGE INC 0.3%
Value ($000) $481 Shares 13,302 Est. Cost $31.90 Unrealized -1.1%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $480 Shares 22,113 Est. Cost $36.86 Unrealized
TSN TYSON FOODS INC 0.2%
Value ($000) $476 Shares 8,101 Est. Cost $56.65 Unrealized -9.4%
COP CONOCOPHILLIPS 0.2%
Value ($000) $474 Shares 3,722 Est. Cost $99.49 Unrealized +8.2%
AMAT APPLIED MATLS INC 0.2%
Value ($000) $461 Shares 2,235 Est. Cost $93.28 Unrealized +93.4%
HD HOME DEPOT INC 0.2%
Value ($000) $456 Shares 1,188 Est. Cost $281.19 Unrealized +24.0%
USB US BANCORP DEL 0.2%
Value ($000) $455 Shares 10,190 Est. Cost $36.71 Unrealized +5.3%
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $446 Shares 5,542 Est. Cost $75.98 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.2%
Value ($000) $437 Shares 4,020 Est. Cost $85.91 Unrealized +34.1%
PPL PPL CORP 0.2%
Value ($000) $431 Shares 15,646 Est. Cost $24.79 Unrealized +0.7%
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $429 Shares 2,660 Est. Cost $150.99 Unrealized +6.5%
AMZN AMAZON COM INC 0.2%
Value ($000) $427 Shares 2,369 Est. Cost $96.87 Unrealized +72.3%
MMM 3M CO 0.2%
Value ($000) $427 Shares 4,023 Est. Cost $89.69 Unrealized -11.6%
KNF KNIFE RIVER CORP 0.2%
Value ($000) $415 Shares 5,118 Est. Cost $44.43 Unrealized +57.9%
ORCL ORACLE CORP 0.2%
Value ($000) $413 Shares 3,287 Est. Cost $73.20 Unrealized +53.5%
SBUX STARBUCKS CORP 0.2%
Value ($000) $409 Shares 4,478 Est. Cost $87.55 Unrealized +1.2%
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value ($000) $403 Shares 1,890 Est. Cost $209.28 Unrealized -3.4%
EFA ISHARES TR 0.2%
Value ($000) $399 Shares 5,000 Est. Cost $65.64 Unrealized
VIRT VIRTU FINL INC 0.2%
Value ($000) $396 Shares 19,281 Est. Cost $21.44 Unrealized -14.0%
PKG PACKAGING CORP AMER 0.2%
Value ($000) $384 Shares 2,021 Est. Cost $116.36 Unrealized +42.0%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.2%
Value ($000) $372 Shares 4,002 Est. Cost $58.30 Unrealized +43.9%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $366 Shares 1,608 Est. Cost $142.37 Unrealized +42.5%
RTX RTX CORPORATION 0.2%
Value ($000) $358 Shares 3,673 Est. Cost $89.27 Unrealized -2.7%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $348 Shares 833 Est. Cost $304.77 Unrealized +38.7%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $346 Shares 4,717 Est. Cost $70.79 Unrealized +1.7%
TDTT FLEXSHARES TR 0.2%
Value ($000) $333 Shares 14,000 Est. Cost $23.52 Unrealized
GM GENERAL MTRS CO 0.2%
Value ($000) $330 Shares 7,270 Est. Cost $35.74 Unrealized +6.3%
SYK STRYKER CORPORATION 0.2%
Value ($000) $322 Shares 901 Est. Cost $219.76 Unrealized +50.3%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $315 Shares 3,644 Est. Cost $82.58 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $311 Shares 650 Est. Cost $442.02 Unrealized +0.9%
IHI ISHARES TR 0.2%
Value ($000) $299 Shares 5,100 Est. Cost $53.98 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $288 Shares 583 Est. Cost $457.25 Unrealized +6.9%
V VISA INC 0.1%
Value ($000) $281 Shares 1,007 Est. Cost $217.85 Unrealized +25.0%
ADBE ADOBE INC 0.1%
Value ($000) $279 Shares 553 Est. Cost $326.08 Unrealized +75.8%
CRM SALESFORCE INC 0.1%
Value ($000) $279 Shares 925 Est. Cost $223.60 Unrealized +27.5%
WMT WALMART INC 0.1%
Value ($000) $274 Shares 4,551 Est. Cost $52.65 Unrealized +6.4%
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $270 Shares 7,545 Est. Cost $30.08 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $270 Shares 1,314 Est. Cost $178.76 Unrealized +1.1%
VTRS VIATRIS INC 0.1%
Value ($000) $267 Shares 22,349 Est. Cost $9.05 Unrealized +21.9%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $266 Shares 600 Est. Cost $320.93 Unrealized
ICLR ICON PLC 0.1%
Value ($000) $252 Shares 751 Est. Cost $258.75 Unrealized +13.9%
GLD SPDR GOLD TR 0.1%
Value ($000) $251 Shares 1,221 Est. Cost $169.64 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $250 Shares 1,683 Est. Cost $149.87 Unrealized -9.0%
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $247 Shares 3,256 Est. Cost $66.02 Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $245 Shares 1,499 Est. Cost $139.85 Unrealized +13.1%
ETN EATON CORP PLC 0.1%
Value ($000) $240 Shares 767 Est. Cost $267.60 Unrealized 0.0%
TW TRADEWEB MKTS INC 0.1%
Value ($000) $236 Shares 2,270 Est. Cost $89.28 Unrealized +12.6%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $232 Shares 400 Est. Cost $558.70 Unrealized -0.2%
RACE FERRARI N V 0.1%
Value ($000) $218 Shares 500 Est. Cost $387.39 Unrealized 0.0%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $217 Shares 5,563 Est. Cost $36.96 Unrealized
IDXX IDEXX LABS INC 0.1%
Value ($000) $216 Shares 400 Est. Cost $478.56 Unrealized +14.2%
SPYV SPDR SER TR 0.1%
Value ($000) $209 Shares 4,165 Est. Cost $50.10 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $207 Shares 3,776 Est. Cost $47.83 Unrealized 0.0%
PSA PUBLIC STORAGE 0.1%
Value ($000) $202 Shares 698 Est. Cost $242.81 Unrealized +9.2%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $202 Shares 753 Est. Cost $247.64 Unrealized 0.0%
NKE NIKE INC 0.1%
Value ($000) $201 Shares 2,142 Est. Cost $95.30 Unrealized +2.6%
PHYS SPROTT PHYSICAL GOLD TR 0.1%
Value ($000) $201 Shares 11,613 Est. Cost $14.10 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $200 Shares 736 Est. Cost $243.38 Unrealized 0.0%
HANESBRANDS INC 0.1%
Value ($000) $128 Shares 22,050 Est. Cost $6.30 Unrealized
NWL NEWELL BRANDS INC 0.1%
Value ($000) $123 Shares 15,325 Est. Cost $11.89 Unrealized -38.7%
AMCOR PLC 0.1%
Value ($000) $108 Shares 11,400 Est. Cost $8.47 Unrealized +2.9%