TRAPHAGEN INVESTMENT ADVISORS LLC Diversified Active

CIK: 0002023380 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jun 17, 2024

Total Value ($000): $852,137 (100.0% shares, 0.0% debt)

Holdings (173)

IVV ISHARES TR 19.8%
Value ($000) $168,728 Shares 353,262 Est. Cost $328.31 Unrealized
AVUS AMERICAN CENTY ETF TR 10.7%
Value ($000) $91,029 Shares 1,116,232 Est. Cost $73.41 Unrealized
IEI ISHARES TR 6.0%
Value ($000) $51,414 Shares 438,951 Est. Cost $116.00 Unrealized
COWZ PACER FDS TR 5.5%
Value ($000) $47,077 Shares 905,493 Est. Cost $47.11 Unrealized
MANAGED PORTFOLIO SERIES 4.3%
Value ($000) $36,932 Shares 1,423,732 Est. Cost $22.12 Unrealized
SHY ISHARES TR 4.2%
Value ($000) $35,510 Shares 432,842 Est. Cost $81.81 Unrealized
FUTY FIDELITY COVINGTON TRUST 4.1%
Value ($000) $35,191 Shares 861,263 Est. Cost $37.92 Unrealized
SGOV ISHARES TR 3.6%
Value ($000) $30,762 Shares 306,796 Est. Cost $100.63 Unrealized
FHLC FIDELITY COVINGTON TRUST 3.5%
Value ($000) $29,644 Shares 458,248 Est. Cost $60.64 Unrealized
TLTW ISHARES TR 3.3%
Value ($000) $27,939 Shares 1,017,056 Est. Cost $32.61 Unrealized
GINN GOLDMAN SACHS ETF TR 3.0%
Value ($000) $25,265 Shares 481,320 Est. Cost $47.03 Unrealized
TLT ISHARES TR 2.1%
Value ($000) $17,994 Shares 181,980 Est. Cost $98.88 Unrealized
VFLO VICTORY PORTFOLIOS II 2.1%
Value ($000) $17,566 Shares 619,767 Est. Cost $28.31 Unrealized
AAPL APPLE INC 1.9%
Value ($000) $16,603 Shares 86,238 Est. Cost $138.43 Unrealized +32.1%
QQQE DIREXION SHS ETF TR 1.9%
Value ($000) $16,089 Shares 190,087 Est. Cost $75.95 Unrealized
SCHD SCHWAB STRATEGIC TR 1.4%
Value ($000) $11,827 Shares 155,356 Est. Cost $72.95 Unrealized
VOO VANGUARD INDEX FDS 1.2%
Value ($000) $10,534 Shares 24,117 Est. Cost $330.76 Unrealized
PZA INVESCO EXCH TRADED FD TR II 1.2%
Value ($000) $10,481 Shares 433,462 Est. Cost $23.24 Unrealized
CME CME GROUP INC 1.2%
Value ($000) $10,210 Shares 48,481 Est. Cost $159.61 Unrealized +21.9%
VTI VANGUARD INDEX FDS 1.2%
Value ($000) $9,968 Shares 42,018 Est. Cost $209.29 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $7,597 Shares 14 Est. Cost $432233.53 Unrealized +23.5%
ICE INTERCONTINENTAL EXCHANGE IN 0.9%
Value ($000) $7,280 Shares 56,685 Est. Cost $90.39 Unrealized +22.2%
MUB ISHARES TR 0.8%
Value ($000) $6,507 Shares 60,019 Est. Cost $106.27 Unrealized
VXF VANGUARD INDEX FDS 0.6%
Value ($000) $5,174 Shares 31,468 Est. Cost $128.60 Unrealized
MSFT MICROSOFT CORP 0.6%
Value ($000) $4,983 Shares 13,252 Est. Cost $216.25 Unrealized +62.0%
GOVZ ISHARES TR 0.6%
Value ($000) $4,941 Shares 401,723 Est. Cost $12.30 Unrealized
ANGL VANECK ETF TRUST 0.6%
Value ($000) $4,916 Shares 170,809 Est. Cost $28.84 Unrealized
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $3,886 Shares 10,074 Est. Cost $315.37 Unrealized +0.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $3,596 Shares 10,082 Est. Cost $354.32 Unrealized -0.9%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.4%
Value ($000) $3,210 Shares 52,491 Est. Cost $59.15 Unrealized -3.2%
BIL SPDR SER TR 0.4%
Value ($000) $3,119 Shares 34,132 Est. Cost $91.82 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $2,925 Shares 8,440 Est. Cost $238.00 Unrealized +23.4%
AMZN AMAZON COM INC 0.3%
Value ($000) $2,661 Shares 17,516 Est. Cost $109.79 Unrealized +27.7%
IGM ISHARES TR 0.3%
Value ($000) $2,655 Shares 5,923 Est. Cost $252.20 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $2,224 Shares 13,074 Est. Cost $118.76 Unrealized +22.0%
GOOG ALPHABET INC 0.3%
Value ($000) $2,165 Shares 15,363 Est. Cost $108.86 Unrealized +23.7%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $2,131 Shares 29,421 Est. Cost $42.26 Unrealized +52.2%
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $2,098 Shares 37,200 Est. Cost $52.49 Unrealized
AVLV AMERICAN CENTY ETF TR 0.2%
Value ($000) $2,061 Shares 35,680 Est. Cost $56.94 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $1,784 Shares 47,331 Est. Cost $37.90 Unrealized -18.2%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $1,768 Shares 3,720 Est. Cost $378.77 Unrealized
VPU VANGUARD WORLD FDS 0.2%
Value ($000) $1,678 Shares 12,242 Est. Cost $137.07 Unrealized
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $1,622 Shares 6,653 Est. Cost $242.09 Unrealized -2.3%
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,602 Shares 28,782 Est. Cost $57.28 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,601 Shares 10,215 Est. Cost $132.72 Unrealized +8.2%
V VISA INC 0.2%
Value ($000) $1,565 Shares 6,009 Est. Cost $155.47 Unrealized +56.1%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,523 Shares 10,905 Est. Cost $109.21 Unrealized +22.1%
ABBV ABBVIE INC 0.2%
Value ($000) $1,507 Shares 9,725 Est. Cost $109.91 Unrealized +23.5%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,409 Shares 9,449 Est. Cost $120.04 Unrealized +14.8%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $1,395 Shares 2,817 Est. Cost $33.09 Unrealized +40.0%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $1,278 Shares 7,500 Est. Cost $124.57 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $1,277 Shares 25,277 Est. Cost $39.71 Unrealized +20.8%
META META PLATFORMS INC 0.1%
Value ($000) $1,270 Shares 3,588 Est. Cost $218.33 Unrealized +48.1%
PFE PFIZER INC 0.1%
Value ($000) $1,091 Shares 37,878 Est. Cost $30.30 Unrealized -12.9%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1,061 Shares 2,341 Est. Cost $430.87 Unrealized -3.1%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,049 Shares 10,490 Est. Cost $77.03 Unrealized +26.7%
FTEC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $992 Shares 6,907 Est. Cost $43.06 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.1%
Value ($000) $991 Shares 10,563 Est. Cost $50.19 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $975 Shares 1,477 Est. Cost $515.89 Unrealized +11.2%
CAT CATERPILLAR INC 0.1%
Value ($000) $960 Shares 3,246 Est. Cost $251.22 Unrealized 0.0%
TSLA TESLA INC 0.1%
Value ($000) $935 Shares 3,761 Est. Cost $230.47 Unrealized +3.1%
MRK MERCK & CO INC 0.1%
Value ($000) $911 Shares 8,354 Est. Cost $69.19 Unrealized +39.9%
IJH ISHARES TR 0.1%
Value ($000) $902 Shares 3,256 Est. Cost $267.30 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $889 Shares 3,247 Est. Cost $150.26 Unrealized +72.5%
LLY ELI LILLY & CO 0.1%
Value ($000) $888 Shares 1,523 Est. Cost $294.69 Unrealized +95.2%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $882 Shares 3,786 Est. Cost $184.38 Unrealized +20.4%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $867 Shares 9,536 Est. Cost $84.79 Unrealized -2.1%
GRID FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $845 Shares 8,067 Est. Cost $104.71 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $835 Shares 14,176 Est. Cost $44.77 Unrealized +19.0%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $832 Shares 947 Est. Cost $409.51 Unrealized +100.0%
SUSA ISHARES TR 0.1%
Value ($000) $826 Shares 8,221 Est. Cost $90.85 Unrealized
IEF ISHARES TR 0.1%
Value ($000) $802 Shares 8,319 Est. Cost $95.78 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $796 Shares 1,865 Est. Cost $263.49 Unrealized +50.7%
ESGU ISHARES TR 0.1%
Value ($000) $787 Shares 7,496 Est. Cost $84.89 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $785 Shares 4,624 Est. Cost $116.65 Unrealized +31.8%
ORCL ORACLE CORP 0.1%
Value ($000) $772 Shares 7,323 Est. Cost $67.45 Unrealized +58.2%
ZROZ PIMCO ETF TR 0.1%
Value ($000) $768 Shares 8,998 Est. Cost $85.33 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $767 Shares 3,296 Est. Cost $151.14 Unrealized
WMT WALMART INC 0.1%
Value ($000) $718 Shares 4,556 Est. Cost $47.55 Unrealized +8.6%
IWF ISHARES TR 0.1%
Value ($000) $671 Shares 2,212 Est. Cost $274.43 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $663 Shares 7,346 Est. Cost $104.52 Unrealized -17.5%
HON HONEYWELL INTL INC 0.1%
Value ($000) $658 Shares 3,137 Est. Cost $180.13 Unrealized -4.3%
SUB ISHARES TR 0.1%
Value ($000) $655 Shares 6,212 Est. Cost $105.49 Unrealized
LQD ISHARES TR 0.1%
Value ($000) $649 Shares 5,865 Est. Cost $112.30 Unrealized
HYMB SPDR SER TR 0.1%
Value ($000) $622 Shares 24,590 Est. Cost $39.17 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $618 Shares 4,216 Est. Cost $126.02 Unrealized +11.6%
INTC INTEL CORP 0.1%
Value ($000) $595 Shares 11,831 Est. Cost $46.91 Unrealized -14.6%
LOW LOWES COS INC 0.1%
Value ($000) $587 Shares 2,637 Est. Cost $197.77 Unrealized -1.5%
UNP UNION PAC CORP 0.1%
Value ($000) $581 Shares 2,364 Est. Cost $177.69 Unrealized +17.8%
USMV ISHARES TR 0.1%
Value ($000) $575 Shares 7,363 Est. Cost $62.01 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $571 Shares 3,621 Est. Cost $141.69 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $553 Shares 1,050 Est. Cost $447.89 Unrealized +14.2%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $533 Shares 2,441 Est. Cost $196.17 Unrealized
T AT&T INC 0.1%
Value ($000) $532 Shares 31,713 Est. Cost $13.40 Unrealized +6.1%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $526 Shares 5,588 Est. Cost $66.22 Unrealized +26.4%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $522 Shares 3,059 Est. Cost $116.59 Unrealized +24.8%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $516 Shares 3,158 Est. Cost $99.58 Unrealized +42.1%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $515 Shares 1,368 Est. Cost $91.58 Unrealized
CSX CSX CORP 0.1%
Value ($000) $505 Shares 14,554 Est. Cost $29.34 Unrealized +5.2%
DSI ISHARES TR 0.1%
Value ($000) $499 Shares 5,481 Est. Cost $86.40 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $482 Shares 13,041 Est. Cost $32.42 Unrealized -6.3%
ABT ABBOTT LABS 0.1%
Value ($000) $476 Shares 4,322 Est. Cost $104.03 Unrealized -7.6%
STRV EA SERIES TRUST 0.1%
Value ($000) $470 Shares 15,390 Est. Cost $30.57 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $470 Shares 2,511 Est. Cost $135.74 Unrealized +15.7%
TJX TJX COS INC NEW 0.1%
Value ($000) $469 Shares 4,995 Est. Cost $51.24 Unrealized +70.3%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $464 Shares 3,101 Est. Cost $143.13 Unrealized
BA BOEING CO 0.1%
Value ($000) $458 Shares 1,759 Est. Cost $209.44 Unrealized +2.1%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $454 Shares 4,674 Est. Cost $81.31 Unrealized +3.1%
ETN EATON CORP PLC 0.1%
Value ($000) $448 Shares 1,861 Est. Cost $133.92 Unrealized +61.0%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $432 Shares 9,849 Est. Cost $33.31 Unrealized +20.3%
BLACKROCK INC 0.0%
Value ($000) $408 Shares 502 Est. Cost $251.66 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $391 Shares 1,358 Est. Cost $212.89 Unrealized +19.8%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $389 Shares 2,637 Est. Cost $117.86 Unrealized 0.0%
SLQD ISHARES TR 0.0%
Value ($000) $387 Shares 7,866 Est. Cost $71.13 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $385 Shares 1,300 Est. Cost $189.02 Unrealized +36.9%
BAC BANK AMERICA CORP 0.0%
Value ($000) $378 Shares 11,239 Est. Cost $27.41 Unrealized +0.7%
IWD ISHARES TR 0.0%
Value ($000) $371 Shares 2,248 Est. Cost $161.92 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $360 Shares 5,914 Est. Cost $40.92 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $349 Shares 2,219 Est. Cost $143.13 Unrealized -6.2%
SPYG SPDR SER TR 0.0%
Value ($000) $342 Shares 5,251 Est. Cost $174.15 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $336 Shares 1,803 Est. Cost $146.37 Unrealized +21.4%
FLOT ISHARES TR 0.0%
Value ($000) $335 Shares 6,624 Est. Cost $50.59 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $332 Shares 3,423 Est. Cost $46.74 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $329 Shares 3,915 Est. Cost $88.13 Unrealized -14.2%
ITOT ISHARES TR 0.0%
Value ($000) $320 Shares 3,040 Est. Cost $40.76 Unrealized
AVUV AMERICAN CENTY ETF TR 0.0%
Value ($000) $317 Shares 3,530 Est. Cost $78.22 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $315 Shares 6,395 Est. Cost $39.34 Unrealized +4.3%
IOVA IOVANCE BIOTHERAPEUTICS INC 0.0%
Value ($000) $297 Shares 36,574 Est. Cost $13.08 Unrealized -60.0%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $294 Shares 83 Est. Cost $1784.68 Unrealized +71.9%
MGK VANGUARD WORLD FD 0.0%
Value ($000) $291 Shares 1,121 Est. Cost $203.82 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $288 Shares 653 Est. Cost $349.95 Unrealized +10.9%
MTB M & T BK CORP 0.0%
Value ($000) $275 Shares 2,005 Est. Cost $120.16 Unrealized -2.4%
ADBE ADOBE INC 0.0%
Value ($000) $274 Shares 459 Est. Cost $576.76 Unrealized 0.0%
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value ($000) $274 Shares 174 Est. Cost $117.17 Unrealized +57.8%
UNILEVER PLC 0.0%
Value ($000) $270 Shares 5,572 Est. Cost $127.43 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $269 Shares 550 Est. Cost $327.93 Unrealized +28.6%
MKL MARKEL GROUP INC 0.0%
Value ($000) $267 Shares 188 Est. Cost $1328.48 Unrealized +6.8%
HESS CORP 0.0%
Value ($000) $267 Shares 1,850 Est. Cost $135.95 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $267 Shares 4,118 Est. Cost $22.82 Unrealized +25.7%
GIGB GOLDMAN SACHS ETF TR 0.0%
Value ($000) $263 Shares 5,673 Est. Cost $32.92 Unrealized
XBKNX BLACKROCK INVT QUALITY MUN T 0.0%
Value ($000) $262 Shares 22,115 Est. Cost $10.12 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $262 Shares 450 Est. Cost $194.98 Unrealized +162.0%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $258 Shares 1,254 Est. Cost $144.85 Unrealized +23.0%
BX BLACKSTONE INC 0.0%
Value ($000) $257 Shares 1,963 Est. Cost $97.48 Unrealized +4.7%
SYK STRYKER CORPORATION 0.0%
Value ($000) $256 Shares 856 Est. Cost $184.27 Unrealized +49.1%
CVS CVS HEALTH CORP 0.0%
Value ($000) $256 Shares 3,241 Est. Cost $64.38 Unrealized +1.6%
SHE SPDR SER TR 0.0%
Value ($000) $253 Shares 2,664 Est. Cost $74.14 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $252 Shares 1,767 Est. Cost $113.03 Unrealized 0.0%
FAN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $249 Shares 15,090 Est. Cost $14.62 Unrealized
FENY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $247 Shares 10,713 Est. Cost $24.91 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $242 Shares 4,181 Est. Cost $56.08 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $240 Shares 4,745 Est. Cost $51.31 Unrealized
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $239 Shares 1,250 Est. Cost $145.21 Unrealized
EAGG ISHARES TR 0.0%
Value ($000) $237 Shares 4,971 Est. Cost $83.10 Unrealized
BP BP PLC 0.0%
Value ($000) $233 Shares 6,583 Est. Cost $35.11 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $232 Shares 2,990 Est. Cost $110.28 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $231 Shares 2,852 Est. Cost $55.09 Unrealized +31.0%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $226 Shares 415 Est. Cost $482.70 Unrealized +5.2%
DVY ISHARES TR 0.0%
Value ($000) $225 Shares 1,921 Est. Cost $117.22 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $224 Shares 1,757 Est. Cost $91.47 Unrealized 0.0%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $222 Shares 6,686 Est. Cost $25.22 Unrealized 0.0%
DE DEERE & CO 0.0%
Value ($000) $221 Shares 552 Est. Cost $365.14 Unrealized 0.0%
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $214 Shares 3,608 Est. Cost $59.32 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $209 Shares 2,316 Est. Cost $76.96 Unrealized 0.0%
GNTX GENTEX CORP 0.0%
Value ($000) $206 Shares 6,300 Est. Cost $32.06 Unrealized -3.6%
QCOM QUALCOMM INC 0.0%
Value ($000) $205 Shares 1,416 Est. Cost $118.34 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $178 Shares 10,092 Est. Cost $14.79 Unrealized +3.7%
RC READY CAPITAL CORP 0.0%
Value ($000) $160 Shares 15,579 Est. Cost $13.62 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $71 Shares 12,967 Est. Cost $4.00 Unrealized
CYANOTECH CORP 0.0%
Value ($000) $27 Shares 30,600 Est. Cost $0.86 Unrealized
RMTI ROCKWELL MED INC 0.0%
Value ($000) $21 Shares 11,100 Est. Cost $1.88 Unrealized 0.0%
STAR EQUITY HOLDINGS INC 0.0%
Value ($000) $12 Shares 11,500 Est. Cost $1.05 Unrealized
SUNWQ SUNWORKS INC 0.0%
Value ($000) $5 Shares 21,000 Est. Cost $1.07 Unrealized -68.3%