Michael S. Ryan, Inc. Long-Term Concentrated

CIK: 0001987261 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 5, 2024

Total Value ($000): $120,541 (100.0% shares, 0.0% debt)

Holdings (50)

SPYV SPDR SER TR 14.6%
Value ($000) $17,574 Shares 376,886 Est. Cost $43.40 Unrealized
SLYV SPDR SER TR 10.8%
Value ($000) $13,075 Shares 156,949 Est. Cost $77.83 Unrealized
MDYV SPDR SER TR 10.2%
Value ($000) $12,258 Shares 167,042 Est. Cost $69.26 Unrealized
VEA VANGUARD TAX-MANAGED FDS 8.7%
Value ($000) $10,466 Shares 218,489 Est. Cost $43.07 Unrealized
SPYM SPDR SER TR 6.8%
Value ($000) $8,236 Shares 147,330 Est. Cost $52.02 Unrealized
ISHARES TR 4.2%
Value ($000) $5,042 Shares 202,405 Est. Cost $24.56 Unrealized
ISHARES TR 4.0%
Value ($000) $4,852 Shares 210,048 Est. Cost $22.81 Unrealized
XSOE WISDOMTREE TR 3.9%
Value ($000) $4,715 Shares 163,248 Est. Cost $27.45 Unrealized
IBDT ISHARES TR 3.8%
Value ($000) $4,589 Shares 182,897 Est. Cost $24.68 Unrealized
EOCT INNOVATOR ETFS TR 3.7%
Value ($000) $4,447 Shares 187,963 Est. Cost $23.69 Unrealized
SPYG SPDR SER TR 3.7%
Value ($000) $4,406 Shares 67,717 Est. Cost $61.25 Unrealized
BOCT INNOVATOR ETFS TR 2.9%
Value ($000) $3,455 Shares 89,802 Est. Cost $36.41 Unrealized
IBDS ISHARES TR 2.8%
Value ($000) $3,333 Shares 139,295 Est. Cost $23.30 Unrealized
IBDR ISHARES TR 2.6%
Value ($000) $3,113 Shares 130,270 Est. Cost $23.40 Unrealized
IBDU ISHARES TR 2.1%
Value ($000) $2,497 Shares 108,221 Est. Cost $22.63 Unrealized
MSFT MICROSOFT CORP 1.3%
Value ($000) $1,616 Shares 4,297 Est. Cost $307.73 Unrealized +13.9%
AAPL APPLE INC 1.1%
Value ($000) $1,364 Shares 7,085 Est. Cost $172.06 Unrealized +6.2%
PMAY INNOVATOR ETFS TR 1.0%
Value ($000) $1,177 Shares 37,388 Est. Cost $29.82 Unrealized
AVGO BROADCOM INC 0.9%
Value ($000) $1,067 Shares 956 Est. Cost $68.73 Unrealized +34.2%
EJAN INNOVATOR ETFS TR 0.8%
Value ($000) $935 Shares 32,623 Est. Cost $28.57 Unrealized
IJAN INNOVATOR ETFS TR 0.6%
Value ($000) $724 Shares 23,823 Est. Cost $29.14 Unrealized
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $664 Shares 1,340 Est. Cost $33.17 Unrealized +39.6%
ABBV ABBVIE INC 0.5%
Value ($000) $651 Shares 4,202 Est. Cost $133.70 Unrealized +1.5%
EAPR INNOVATOR ETFS TR 0.5%
Value ($000) $602 Shares 23,924 Est. Cost $24.79 Unrealized
IAPR INNOVATOR ETFS TR 0.5%
Value ($000) $590 Shares 22,919 Est. Cost $24.93 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $577 Shares 3,800 Est. Cost $114.20 Unrealized +22.8%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $541 Shares 3,307 Est. Cost $119.06 Unrealized +18.8%
MRK MERCK & CO INC 0.4%
Value ($000) $496 Shares 4,553 Est. Cost $104.29 Unrealized -7.2%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $456 Shares 866 Est. Cost $464.93 Unrealized +10.0%
PLD PROLOGIS INC. 0.4%
Value ($000) $454 Shares 3,406 Est. Cost $113.01 Unrealized -6.5%
BLACKROCK INC 0.4%
Value ($000) $429 Shares 529 Est. Cost $689.28 Unrealized
SCHW SCHWAB CHARLES CORP 0.3%
Value ($000) $414 Shares 6,018 Est. Cost $51.22 Unrealized +9.6%
GOOGL ALPHABET INC 0.3%
Value ($000) $405 Shares 2,900 Est. Cost $114.24 Unrealized +16.7%
ELV ELEVANCE HEALTH INC 0.3%
Value ($000) $389 Shares 824 Est. Cost $442.65 Unrealized +0.9%
TJX TJX COS INC NEW 0.3%
Value ($000) $384 Shares 4,097 Est. Cost $76.92 Unrealized +13.4%
PDEC INNOVATOR ETFS TR 0.3%
Value ($000) $382 Shares 10,881 Est. Cost $33.30 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $373 Shares 4,134 Est. Cost $91.44 Unrealized -5.7%
PEP PEPSICO INC 0.3%
Value ($000) $368 Shares 2,168 Est. Cost $167.15 Unrealized -8.0%
CSCO CISCO SYS INC 0.3%
Value ($000) $363 Shares 7,181 Est. Cost $45.97 Unrealized +4.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value ($000) $354 Shares 3,408 Est. Cost $86.31 Unrealized
WMT WALMART INC 0.3%
Value ($000) $351 Shares 2,226 Est. Cost $49.13 Unrealized +5.1%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $322 Shares 7,334 Est. Cost $37.44 Unrealized +7.1%
MGK VANGUARD WORLD FD 0.3%
Value ($000) $303 Shares 1,168 Est. Cost $235.20 Unrealized
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $282 Shares 1,824 Est. Cost $115.15 Unrealized +4.2%
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $278 Shares 6,536 Est. Cost $36.98 Unrealized -2.9%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $249 Shares 2,490 Est. Cost $99.61 Unrealized -2.0%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $244 Shares 1,654 Est. Cost $117.86 Unrealized 0.0%
AN AUTONATION INC 0.2%
Value ($000) $238 Shares 1,584 Est. Cost $138.79 Unrealized -0.6%
BAUG INNOVATOR ETFS TR 0.2%
Value ($000) $228 Shares 6,332 Est. Cost $33.57 Unrealized
ALTERYX INC 0.2%
Value ($000) $213 Shares 4,520 Est. Cost $47.16 Unrealized