Red Mountain Financial, LLC Diversified Active

CIK: 0001997650 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Jan 26, 2026

Total Value ($000): $101,874 (100.0% shares, 0.0% debt)

Holdings (76)

New Positions (5)

CSRE COHEN & STEERS ETF TRUST 0.8%

Value ($000) $851 Shares 33,370 Est. Cost $25.51 Unrealized —

Q QNITY ELECTRONICS INC 0.5%

Value ($000) $521 Shares 6,377 Est. Cost $84.91 Unrealized 0.0%

SLV ISHARES SILVER TR 0.3%

Value ($000) $301 Shares 4,675 Est. Cost $64.42 Unrealized —

VO VANGUARD INDEX FDS 0.2%

Value ($000) $244 Shares 840 Est. Cost $290.24 Unrealized —

JTEK J P MORGAN EXCHANGE TRADED F 0.2%

Value ($000) $231 Shares 2,564 Est. Cost $90.07 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CSRE	COHEN & STEERS ETF TRUST	33,370	$851	0.8%	$25.51	—	REAL ESTATE ACTI	19249U104
Q	QNITY ELECTRONICS INC	6,377	$521	0.5%	$84.91	0.0%	COMMON STOCK	74743L100
SLV	ISHARES SILVER TR	4,675	$301	0.3%	$64.42	—	ISHARES	46428Q109
VO	VANGUARD INDEX FDS	840	$244	0.2%	$290.24	—	MID CAP ETF	922908629
JTEK	J P MORGAN EXCHANGE TRADED F	2,564	$231	0.2%	$90.07	—	U S TECH LEADERS	46654Q732

Increased Positions (21)

VPLS VANGUARD MALVERN FDS 1.6%

Value ($000) $1,670 (+72.8%) Shares 21,383 (+73.9%) Est. Cost $78.08 Unrealized —

SPTM SPDR SERIES TRUST 2.1%

Value ($000) $2,176 (+34.3%) Shares 26,382 (+31.3%) Est. Cost $68.19 Unrealized —

TFLR T ROWE PRICE ETF INC 1.7%

Value ($000) $1,769 (+43.9%) Shares 34,419 (+44.1%) Est. Cost $51.40 Unrealized —

JIRE J P MORGAN EXCHANGE TRADED F 2.2%

Value ($000) $2,224 (+24.1%) Shares 29,704 (+21.9%) Est. Cost $71.98 Unrealized —

SCHY SCHWAB STRATEGIC TR 3.9%

Value ($000) $4,007 (+8.7%) Shares 134,387 (+1.8%) Est. Cost $24.65 Unrealized —

BSV VANGUARD BD INDEX FDS 3.3%

Value ($000) $3,380 (+6.6%) Shares 42,884 (+6.7%) Est. Cost $77.19 Unrealized —

JPIE J P MORGAN EXCHANGE TRADED F 5.2%

Value ($000) $5,311 (+3.4%) Shares 114,732 (+3.6%) Est. Cost $45.76 Unrealized —

JEPI J P MORGAN EXCHANGE TRADED F 1.9%

Value ($000) $1,932 (+5.9%) Shares 33,749 (+5.7%) Est. Cost $55.40 Unrealized —

VHT VANGUARD WORLD FD 0.9%

Value ($000) $876 (+13.4%) Shares 3,044 (+2.3%) Est. Cost $256.72 Unrealized —

JMST J P MORGAN EXCHANGE TRADED F 1.9%

Value ($000) $1,969 (+4.3%) Shares 38,657 (+4.5%) Est. Cost $50.80 Unrealized —

SCHG SCHWAB STRATEGIC TR 0.7%

Value ($000) $676 (+13.4%) Shares 20,722 (+10.9%) Est. Cost $30.00 Unrealized —

VGT VANGUARD WORLD FD 0.7%

Value ($000) $669 (+12.0%) Shares 887 (+10.9%) Est. Cost $600.70 Unrealized —

SCHB SCHWAB STRATEGIC TR 0.3%

Value ($000) $303 (+25.7%) Shares 11,551 (+23.2%) Est. Cost $24.43 Unrealized —

VIG VANGUARD SPECIALIZED FUNDS 1.8%

Value ($000) $1,858 (+3.2%) Shares 8,454 (+1.4%) Est. Cost $174.35 Unrealized —

SCHM SCHWAB STRATEGIC TR 0.8%

Value ($000) $829 (+5.3%) Shares 27,573 (+3.8%) Est. Cost $44.73 Unrealized —

SPY SPDR S&P 500 ETF TR 0.3%

Value ($000) $308 (+14.0%) Shares 452 (+11.3%) Est. Cost $496.32 Unrealized —

JEPQ J P MORGAN EXCHANGE TRADED F 0.2%

Value ($000) $238 (+16.1%) Shares 4,090 (+14.9%) Est. Cost $57.60 Unrealized —

XOM EXXON MOBIL CORP 0.4%

Value ($000) $391 (+9.0%) Shares 3,251 (+2.2%) Est. Cost $97.97 Unrealized +17.9%

FNDA SCHWAB STRATEGIC TR 1.1%

Value ($000) $1,127 (+2.6%) Shares 35,756 (+1.5%) Est. Cost $42.00 Unrealized —

SPSM SPDR SERIES TRUST 0.3%

Value ($000) $262 (+9.8%) Shares 5,583 (+8.6%) Est. Cost $42.55 Unrealized —

JPST J P MORGAN EXCHANGE TRADED F 2.0%

Value ($000) $2,008 (+0.9%) Shares 39,689 (+1.2%) Est. Cost $50.34 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VPLS	VANGUARD MALVERN FDS	21,383 (+73.9%)	$1,670 (+72.8%)	1.6%	$78.08	—	CORE-PLUS BD ETF	922020755
SPTM	SPDR SERIES TRUST	26,382 (+31.3%)	$2,176 (+34.3%)	2.1%	$68.19	—	STATE STREET SPD	78464A805
TFLR	T ROWE PRICE ETF INC	34,419 (+44.1%)	$1,769 (+43.9%)	1.7%	$51.40	—	FLOATING RATE	87283Q883
JIRE	J P MORGAN EXCHANGE TRADED F	29,704 (+21.9%)	$2,224 (+24.1%)	2.2%	$71.98	—	INTRNL RES EQT	46641Q134
SCHY	SCHWAB STRATEGIC TR	134,387 (+1.8%)	$4,007 (+8.7%)	3.9%	$24.65	—	INTERNL DIVID	808524672
BSV	VANGUARD BD INDEX FDS	42,884 (+6.7%)	$3,380 (+6.6%)	3.3%	$77.19	—	SHORT TRM BOND	921937827
JPIE	J P MORGAN EXCHANGE TRADED F	114,732 (+3.6%)	$5,311 (+3.4%)	5.2%	$45.76	—	INCOME ETF	46641Q159
JEPI	J P MORGAN EXCHANGE TRADED F	33,749 (+5.7%)	$1,932 (+5.9%)	1.9%	$55.40	—	EQUITY PREMIUM	46641Q332
VHT	VANGUARD WORLD FD	3,044 (+2.3%)	$876 (+13.4%)	0.9%	$256.72	—	HEALTH CAR ETF	92204A504
JMST	J P MORGAN EXCHANGE TRADED F	38,657 (+4.5%)	$1,969 (+4.3%)	1.9%	$50.80	—	ULTRA SHT MUNCPL	46641Q654
SCHG	SCHWAB STRATEGIC TR	20,722 (+10.9%)	$676 (+13.4%)	0.7%	$30.00	—	US LCAP GR ETF	808524300
VGT	VANGUARD WORLD FD	887 (+10.9%)	$669 (+12.0%)	0.7%	$600.70	—	INF TECH ETF	92204A702
SCHB	SCHWAB STRATEGIC TR	11,551 (+23.2%)	$303 (+25.7%)	0.3%	$24.43	—	US BRD MKT ETF	808524102
VIG	VANGUARD SPECIALIZED FUNDS	8,454 (+1.4%)	$1,858 (+3.2%)	1.8%	$174.35	—	DIV APP ETF	921908844
SCHM	SCHWAB STRATEGIC TR	27,573 (+3.8%)	$829 (+5.3%)	0.8%	$44.73	—	US MID-CAP ETF	808524508
SPY	SPDR S&P 500 ETF TR	452 (+11.3%)	$308 (+14.0%)	0.3%	$496.32	—	TR UNIT	78462F103
JEPQ	J P MORGAN EXCHANGE TRADED F	4,090 (+14.9%)	$238 (+16.1%)	0.2%	$57.60	—	NASDAQ EQT PREM	46654Q203
XOM	EXXON MOBIL CORP	3,251 (+2.2%)	$391 (+9.0%)	0.4%	$97.97	+17.9%	COM	30231G102
FNDA	SCHWAB STRATEGIC TR	35,756 (+1.5%)	$1,127 (+2.6%)	1.1%	$42.00	—	FUNDAMENTAL US S	808524763
SPSM	SPDR SERIES TRUST	5,583 (+8.6%)	$262 (+9.8%)	0.3%	$42.55	—	STATE STREET SPD	78468R853
JPST	J P MORGAN EXCHANGE TRADED F	39,689 (+1.2%)	$2,008 (+0.9%)	2.0%	$50.34	—	ULTRA SHRT ETF	46641Q837

Exited Positions (5)

FREL FIDELITY COVINGTON TRUST 0.3%

Value ($000) $316 Shares 11,365 Est. Cost $27.81 Unrealized —

ORCL ORACLE CORP 0.3%

Value ($000) $296 Shares 1,052 Est. Cost $160.80 Unrealized +48.0%

IVV ISHARES TR 0.3%

Value ($000) $272 Shares 406 Est. Cost $548.03 Unrealized —

GOOG ALPHABET INC 0.2%

Value ($000) $222 Shares 913 Est. Cost $209.93 Unrealized +36.4%

PNW PINNACLE WEST CAP CORP 0.2%

Value ($000) $202 Shares 2,250 Est. Cost $86.37 Unrealized +3.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
FREL	FIDELITY COVINGTON TRUST	11,365	$316	0.3%	$27.81	—	—	316092857
ORCL	ORACLE CORP	1,052	$296	0.3%	$160.80	+48.0%	—	68389X105
IVV	ISHARES TR	406	$272	0.3%	$548.03	—	—	464287200
GOOG	ALPHABET INC	913	$222	0.2%	$209.93	+36.4%	—	02079K107
PNW	PINNACLE WEST CAP CORP	2,250	$202	0.2%	$86.37	+3.3%	—	723484101

Decreased Positions (25)

GOOGL ALPHABET INC 2.5%

Value ($000) $2,568 (+19.7%) Shares 8,204 (-7.0%) Est. Cost $144.39 Unrealized +97.8%

IAU ISHARES GOLD TR 3.5%

Value ($000) $3,602 (+10.3%) Shares 44,377 (-1.1%) Est. Cost $39.03 Unrealized —

KTOS KRATOS DEFENSE & SEC SOLUTIO 0.6%

Value ($000) $629 (-33.2%) Shares 8,280 (-19.6%) Est. Cost $18.37 Unrealized +345.5%

MSFT MICROSOFT CORP 1.2%

Value ($000) $1,174 (-16.7%) Shares 2,428 (-10.8%) Est. Cost $351.36 Unrealized +42.5%

FBND FIDELITY MERRIMACK STR TR 3.8%

Value ($000) $3,854 (-5.5%) Shares 83,712 (-5.1%) Est. Cost $45.70 Unrealized —

VEU VANGUARD INTL EQUITY INDEX F 2.4%

Value ($000) $2,395 (-6.9%) Shares 32,562 (-9.7%) Est. Cost $56.31 Unrealized —

VST VISTRA CORP 0.3%

Value ($000) $294 (-31.3%) Shares 1,821 (-16.5%) Est. Cost $82.71 Unrealized +119.9%

COST COSTCO WHSL CORP NEW 1.4%

Value ($000) $1,398 (-7.9%) Shares 1,621 (-1.2%) Est. Cost $604.24 Unrealized +49.9%

BRK/B BERKSHIRE HATHAWAY INC DEL 4.5%

Value ($000) $4,599 (-2.0%) Shares 9,149 (-2.0%) Est. Cost $356.70 Unrealized +39.5%

LMT LOCKHEED MARTIN CORP 0.9%

Value ($000) $917 (-9.1%) Shares 1,896 (-6.2%) Est. Cost $431.46 Unrealized +10.4%

NVDA NVIDIA CORPORATION 4.0%

Value ($000) $4,037 (-2.2%) Shares 21,648 (-2.2%) Est. Cost $94.74 Unrealized +96.5%

AVGO BROADCOM INC 2.7%

Value ($000) $2,758 (-3.2%) Shares 7,970 (-7.7%) Est. Cost $151.43 Unrealized +135.8%

SMMD ISHARES TR 0.2%

Value ($000) $220 (-28.4%) Shares 2,931 (-29.6%) Est. Cost $61.87 Unrealized —

VNQ VANGUARD INDEX FDS 0.4%

Value ($000) $365 (-17.4%) Shares 4,126 (-14.6%) Est. Cost $88.35 Unrealized —

UTES ETFIS SER TR I 0.6%

Value ($000) $566 (-11.3%) Shares 7,168 (-6.3%) Est. Cost $77.81 Unrealized —

JMUB J P MORGAN EXCHANGE TRADED F 3.4%

Value ($000) $3,498 (-1.9%) Shares 69,277 (-2.0%) Est. Cost $50.67 Unrealized —

CTVA CORTEVA INC 0.9%

Value ($000) $958 (-4.0%) Shares 14,297 (-3.1%) Est. Cost $46.55 Unrealized +38.7%

WMT WALMART INC 1.4%

Value ($000) $1,424 (-2.7%) Shares 12,781 (-10.0%) Est. Cost $65.92 Unrealized +62.6%

CVX CHEVRON CORP NEW 0.3%

Value ($000) $330 (-10.0%) Shares 2,163 (-8.3%) Est. Cost $137.80 Unrealized +9.9%

VIGI VANGUARD WHITEHALL FDS 3.5%

Value ($000) $3,561 (+0.9%) Shares 38,939 (-1.1%) Est. Cost $81.51 Unrealized —

VXF VANGUARD INDEX FDS 1.0%

Value ($000) $988 (-3.2%) Shares 4,723 (-3.1%) Est. Cost $170.07 Unrealized —

TM TOYOTA MOTOR CORP 0.2%

Value ($000) $229 (-12.1%) Shares 1,070 (-21.6%) Est. Cost $204.97 Unrealized —

FNDF SCHWAB STRATEGIC TR 0.6%

Value ($000) $593 (-1.6%) Shares 13,118 (-6.5%) Est. Cost $37.24 Unrealized —

RSPH INVESCO EXCHANGE TRADED FD T 0.9%

Value ($000) $936 (+0.5%) Shares 29,379 (-7.3%) Est. Cost $29.79 Unrealized —

NOBL PROSHARES TR 0.2%

Value ($000) $208 (-1.3%) Shares 1,998 (-2.3%) Est. Cost $95.19 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	8,204 (-7.0%)	$2,568 (+19.7%)	2.5%	$144.39	+97.8%	CAP STK CL A	02079K305
IAU	ISHARES GOLD TR	44,377 (-1.1%)	$3,602 (+10.3%)	3.5%	$39.03	—	ISHARES NEW	464285204
KTOS	KRATOS DEFENSE & SEC SOLUTIO	8,280 (-19.6%)	$629 (-33.2%)	0.6%	$18.37	+345.5%	COM NEW	50077B207
MSFT	MICROSOFT CORP	2,428 (-10.8%)	$1,174 (-16.7%)	1.2%	$351.36	+42.5%	COM	594918104
FBND	FIDELITY MERRIMACK STR TR	83,712 (-5.1%)	$3,854 (-5.5%)	3.8%	$45.70	—	TOTAL BD ETF	316188309
VEU	VANGUARD INTL EQUITY INDEX F	32,562 (-9.7%)	$2,395 (-6.9%)	2.4%	$56.31	—	ALLWRLD EX US	922042775
VST	VISTRA CORP	1,821 (-16.5%)	$294 (-31.3%)	0.3%	$82.71	+119.9%	COM	92840M102
COST	COSTCO WHSL CORP NEW	1,621 (-1.2%)	$1,398 (-7.9%)	1.4%	$604.24	+49.9%	COM	22160K105
BRK/B	BERKSHIRE HATHAWAY INC DEL	9,149 (-2.0%)	$4,599 (-2.0%)	4.5%	$356.70	+39.5%	CL B NEW	084670702
LMT	LOCKHEED MARTIN CORP	1,896 (-6.2%)	$917 (-9.1%)	0.9%	$431.46	+10.4%	COM	539830109
NVDA	NVIDIA CORPORATION	21,648 (-2.2%)	$4,037 (-2.2%)	4.0%	$94.74	+96.5%	COM	67066G104
AVGO	BROADCOM INC	7,970 (-7.7%)	$2,758 (-3.2%)	2.7%	$151.43	+135.8%	COM	11135F101
SMMD	ISHARES TR	2,931 (-29.6%)	$220 (-28.4%)	0.2%	$61.87	—	RUSEL 2500 ETF	46435G268
VNQ	VANGUARD INDEX FDS	4,126 (-14.6%)	$365 (-17.4%)	0.4%	$88.35	—	REAL ESTATE ETF	922908553
UTES	ETFIS SER TR I	7,168 (-6.3%)	$566 (-11.3%)	0.6%	$77.81	—	VIRTUS REAVES UT	26923G806
JMUB	J P MORGAN EXCHANGE TRADED F	69,277 (-2.0%)	$3,498 (-1.9%)	3.4%	$50.67	—	MUNICIPAL ETF	46641Q647
CTVA	CORTEVA INC	14,297 (-3.1%)	$958 (-4.0%)	0.9%	$46.55	+38.7%	COM	22052L104
WMT	WALMART INC	12,781 (-10.0%)	$1,424 (-2.7%)	1.4%	$65.92	+62.6%	COM	931142103
CVX	CHEVRON CORP NEW	2,163 (-8.3%)	$330 (-10.0%)	0.3%	$137.80	+9.9%	COM	166764100
VIGI	VANGUARD WHITEHALL FDS	38,939 (-1.1%)	$3,561 (+0.9%)	3.5%	$81.51	—	INTL DVD ETF	921946810
VXF	VANGUARD INDEX FDS	4,723 (-3.1%)	$988 (-3.2%)	1.0%	$170.07	—	EXTEND MKT ETF	922908652
TM	TOYOTA MOTOR CORP	1,070 (-21.6%)	$229 (-12.1%)	0.2%	$204.97	—	ADS	892331307
FNDF	SCHWAB STRATEGIC TR	13,118 (-6.5%)	$593 (-1.6%)	0.6%	$37.24	—	FUNDAMENTAL INTL	808524755
RSPH	INVESCO EXCHANGE TRADED FD T	29,379 (-7.3%)	$936 (+0.5%)	0.9%	$29.79	—	S&P500 EQL HLT	46137V332
NOBL	PROSHARES TR	1,998 (-2.3%)	$208 (-1.3%)	0.2%	$95.19	—	S&P 500 DV ARIST	74348A467

Unchanged Positions (25)

DD DUPONT DE NEMOURS INC 0.5%

Value ($000) $513 Shares 12,760 Est. Cost $29.01 Unrealized +28.9%

AAPL APPLE INC 5.4%

Value ($000) $5,543 Shares 20,389 Est. Cost $183.53 Unrealized +46.2%

HD HOME DEPOT INC 0.5%

Value ($000) $544 Shares 1,582 Est. Cost $293.72 Unrealized +24.1%

CAT CATERPILLAR INC 0.5%

Value ($000) $515 Shares 900 Est. Cost $337.58 Unrealized +64.6%

MRK MERCK & CO INC 0.4%

Value ($000) $391 Shares 3,713 Est. Cost $96.81 Unrealized -3.7%

CMI CUMMINS INC 0.3%

Value ($000) $278 Shares 544 Est. Cost $380.68 Unrealized +22.5%

AMGN AMGEN INC 0.3%

Value ($000) $274 Shares 837 Est. Cost $255.10 Unrealized +23.9%

XLV SELECT SECTOR SPDR TR 0.3%

Value ($000) $343 Shares 2,217 Est. Cost $139.17 Unrealized —

JNJ JOHNSON & JOHNSON 0.3%

Value ($000) $312 Shares 1,509 Est. Cost $143.56 Unrealized +37.2%

T AT&T INC 0.2%

Value ($000) $226 Shares 9,080 Est. Cost $21.51 Unrealized +17.5%

GS GOLDMAN SACHS GROUP INC 0.3%

Value ($000) $272 Shares 310 Est. Cost $571.74 Unrealized +42.3%

PG PROCTER AND GAMBLE CO 0.3%

Value ($000) $334 Shares 2,328 Est. Cost $142.19 Unrealized +3.5%

IBM INTERNATIONAL BUSINESS MACHS 0.3%

Value ($000) $284 Shares 959 Est. Cost $188.97 Unrealized +58.1%

SYK STRYKER CORPORATION 0.2%

Value ($000) $245 Shares 698 Est. Cost $340.52 Unrealized +6.7%

UNP UNION PAC CORP 0.5%

Value ($000) $522 Shares 2,257 Est. Cost $211.57 Unrealized +7.4%

MOAT VANECK ETF TRUST 0.3%

Value ($000) $292 Shares 2,815 Est. Cost $86.05 Unrealized —

MMM 3M CO 0.3%

Value ($000) $303 Shares 1,895 Est. Cost $119.14 Unrealized +37.0%

VTI VANGUARD INDEX FDS 0.6%

Value ($000) $588 Shares 1,755 Est. Cost $238.91 Unrealized —

ALL ALLSTATE CORP 0.2%

Value ($000) $246 Shares 1,183 Est. Cost $172.85 Unrealized +18.1%

IXUS ISHARES TR 0.2%

Value ($000) $252 Shares 2,976 Est. Cost $77.51 Unrealized —

PFE PFIZER INC 0.3%

Value ($000) $260 Shares 10,457 Est. Cost $26.37 Unrealized -5.1%

DOW DOW INC 0.2%

Value ($000) $229 Shares 9,804 Est. Cost $44.66 Unrealized -49.0%

DE DEERE & CO 0.2%

Value ($000) $207 Shares 444 Est. Cost $413.99 Unrealized +13.0%

MCD MCDONALDS CORP 0.4%

Value ($000) $372 Shares 1,218 Est. Cost $258.68 Unrealized +17.9%

SCHD SCHWAB STRATEGIC TR 10.1%

Value ($000) $10,295 Shares 375,335 Est. Cost $42.71 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
DD	DUPONT DE NEMOURS INC	12,760	$513	0.5%	$29.01	+28.9%	COM	26614N102
AAPL	APPLE INC	20,389	$5,543	5.4%	$183.53	+46.2%	COM	037833100
HD	HOME DEPOT INC	1,582	$544	0.5%	$293.72	+24.1%	COM	437076102
CAT	CATERPILLAR INC	900	$515	0.5%	$337.58	+64.6%	COM	149123101
MRK	MERCK & CO INC	3,713	$391	0.4%	$96.81	-3.7%	COM	58933Y105
CMI	CUMMINS INC	544	$278	0.3%	$380.68	+22.5%	COM	231021106
AMGN	AMGEN INC	837	$274	0.3%	$255.10	+23.9%	COM	031162100
XLV	SELECT SECTOR SPDR TR	2,217	$343	0.3%	$139.17	—	STATE STREET HEA	81369Y209
JNJ	JOHNSON & JOHNSON	1,509	$312	0.3%	$143.56	+37.2%	COM	478160104
T	AT&T INC	9,080	$226	0.2%	$21.51	+17.5%	COM	00206R102
GS	GOLDMAN SACHS GROUP INC	310	$272	0.3%	$571.74	+42.3%	COM	38141G104
PG	PROCTER AND GAMBLE CO	2,328	$334	0.3%	$142.19	+3.5%	COM	742718109
IBM	INTERNATIONAL BUSINESS MACHS	959	$284	0.3%	$188.97	+58.1%	COM	459200101
SYK	STRYKER CORPORATION	698	$245	0.2%	$340.52	+6.7%	COM	863667101
UNP	UNION PAC CORP	2,257	$522	0.5%	$211.57	+7.4%	COM	907818108
MOAT	VANECK ETF TRUST	2,815	$292	0.3%	$86.05	—	MRNGSTR WDE MOAT	92189F643
MMM	3M CO	1,895	$303	0.3%	$119.14	+37.0%	COM	88579Y101
VTI	VANGUARD INDEX FDS	1,755	$588	0.6%	$238.91	—	TOTAL STK MKT	922908769
ALL	ALLSTATE CORP	1,183	$246	0.2%	$172.85	+18.1%	COM	020002101
IXUS	ISHARES TR	2,976	$252	0.2%	$77.51	—	CORE MSCI TOTAL	46432F834
PFE	PFIZER INC	10,457	$260	0.3%	$26.37	-5.1%	COM	717081103
DOW	DOW INC	9,804	$229	0.2%	$44.66	-49.0%	COM	260557103
DE	DEERE & CO	444	$207	0.2%	$413.99	+13.0%	COM	244199105
MCD	MCDONALDS CORP	1,218	$372	0.4%	$258.68	+17.9%	COM	580135101
SCHD	SCHWAB STRATEGIC TR	375,335	$10,295	10.1%	$42.71	—	US DIVIDEND EQ	808524797