Souders Financial Advisors [Rocket]

Holdings

Souders Financial Advisors

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
Capital Group Core Equity ETF	CGUS	Common	676,199	271,944	17,364,781,000	7,787,988,000	3.32		Hist	06/30/2023
iSHARES TRUST	IJR	S&P SMLCAP 600	69,453	34,734	6,920,949,000	3,563,634,000	1.32		Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHG	Common	204,439	13,078	15,322,687,000	2,851,699,000	2.93		Hist	06/30/2023
ASTRAZENECA PLC	AZN	SPONSORED ADR	39,207	35,983	2,806,017,000	2,582,266,000	0.54		Hist	06/30/2023
CHEVRON CORP	CVX	Common	26,781	16,198	4,214,055,000	2,487,401,000	0.81	0.00	Hist	06/30/2023
Capital Group Dividend Value ETF	CGDV	Common	652,528	22,423	17,644,357,000	1,929,538,000	3.37		Hist	06/30/2023
VANGUARD STAR FUNDS	VXUS	Common	259,583	22,182	14,557,428,000	1,450,538,000	2.78		Hist	06/30/2023
SMART CHOICE AUTOMOTIVE GROUP INC	SCHA	CMN	189,534	14,866	8,301,608,000	977,758,000	1.59		Hist	06/30/2023
VANGUARD SPECIALIZED FUNDS	VIG	Common	46,219	2,683	7,507,386,000	802,407,000	1.43		Hist	06/30/2023
Schwab US Dividend Equity ETF	SCHD	common	268,092	12,832	19,468,876,000	794,073,000	3.72		Hist	06/30/2023
Walmart Inc.	WMT	Common	6,413	4,928	1,008,066,000	789,054,000	0.19	0.00	Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHB	Common	78,440	6,945	4,055,362,000	634,304,000	0.77		Hist	06/30/2023
Capital Group International Focus Equity ETF	CGXU	Common	450,533	17,852	10,596,536,000	562,664,000	2.02		Hist	06/30/2023
Merck & Co., Inc.	MRK	COM	12,632	4,147	1,457,555,000	554,810,000	0.28		Hist	06/30/2023
COCA COLA CO	KO	Common	14,233	8,603	857,102,000	507,886,000	0.16		Hist	06/30/2023
ELI LILLY & Co	LLY	Common	3,350	227	1,570,997,000	498,646,000	0.30	0.00	Hist	06/30/2023
STARBUCKS CORP	SBUX	Common	7,163	4,859	709,589,000	469,634,000	0.14	0.00	Hist	06/30/2023
SPDR SERIES TRUST	BIL	Common	16,492	3,208	1,514,295,000	294,558,000	0.29		Hist	06/30/2023
EOG RESOURCES INC	EOG	Common	7,160	2,146	819,379,000	244,589,000	0.16	0.00	Hist	06/30/2023
UNITED PARCEL SERVICE INC	UPS	Common	6,074	1,635	1,088,716,000	227,609,000	0.21		Hist	06/30/2023
JOHNSON & JOHNSON	JNJ	Common	9,984	717	1,652,488,000	216,177,000	0.32		Hist	06/30/2023
WOLFSPEED, INC.	WOLF	COM	11,527	4,847	640,786,000	206,920,000	0.12	0.01	Hist	06/30/2023
Vanguard BD Index Fund Inc Sho	BSV	COM	119,327	3,914	9,017,547,000	189,633,000	1.72		Hist	06/30/2023
FS Credit Opportunities Corp.	FSCO	Common	85,882	28,738	407,940,000	154,221,000	0.08		Hist	06/30/2023
EQT Corp	EQT	COM	16,057	83	660,418,000	150,673,000	0.13		Hist	06/30/2023
SHERWIN WILLIAMS CO	SHW	Common	3,090	10	820,525,000	128,187,000	0.16	0.00	Hist	06/30/2023
MCDONALDS CORP	MCD	Common	5,868	19	1,751,061,000	115,578,000	0.33	0.00	Hist	06/30/2023
CENTENE CORP	CNC	Common	11,456	1,042	772,707,000	114,438,000	0.15		Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHP	Common	123,831	4,671	6,492,436,000	104,288,000	1.24		Hist	06/30/2023
Alphabet Inc.	GOOGL	COM	6,219	28	744,414,000	102,222,000	0.14		Hist	06/30/2023
COSTCO WHOLESALE CORP /NEW	COST	Common	1,252	98	674,076,000	100,800,000	0.13		Hist	06/30/2023
BANK OF AMERICA CORP /DE/	BAC	Common	58,148	3,193	1,668,256,000	96,550,000	0.32	0.00	Hist	06/30/2023
VANGUARD MUN BD FD INC	VTEB	Common	15,164	1,994	761,536,000	94,344,000	0.15		Hist	06/30/2023
DOLLAR GENERAL CORP	DG	COM	5,209	1,426	884,398,000	88,126,000	0.17	0.00	Hist	06/30/2023
GENERAL ELECTRIC CO	GE	Stock	2,712	482	297,893,000	84,752,000	0.06	0.00	Hist	06/30/2023
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