Kades & Cheifetz LLC [Rocket]

Holdings

Kades & Cheifetz LLC

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

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
INVESCO EXCH TRADED FD TR II	VRP	Common	111,489	-7,179	2,480,622,000	-147,878,000	1.90		Hist	06/30/2023
PFF, LLC	PFF	ETF	164,054	-2,753	5,074,189,000	-133,514,000	3.89		Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHZ	Common	47,565	-1,741	2,195,615,000	-117,311,000	1.68		Hist	06/30/2023
Schwab US Dividend Equity ETF	SCHD	common	193,639	-96	14,062,032,000	-111,597,000	10.78		Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHR	Common	4,655	-1,826	229,398,000	-97,439,000	0.18		Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHP	Common	38,982	-599	2,043,818,000	-78,094,000	1.57		Hist	06/30/2023
Walt Disney Co	DIS	Common	4,828	-8	431,064,000	-53,194,000	0.33	0.00	Hist	06/30/2023
CHEVRON CORP	CVX	Common	3,846	-104	605,205,000	-39,353,000	0.46	0.00	Hist	06/30/2023
iSHARES TRUST	DVY	DJ SEL DIV INX	8,317	-48	942,329,000	-37,828,000	0.72		Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHH	Common	31,912	-1,839	623,233,000	-34,915,000	0.48		Hist	06/30/2023
PROCTER & GAMBLE Co	PG	Common	3,133	-244	475,468,000	-26,588,000	0.36	0.00	Hist	06/30/2023
SELECT SECTOR SPDR TRUST	XLU	SBI	7,159	-63	468,474,000	-20,373,000	0.36		Hist	06/30/2023
SPDR INDEX SHS FDS	DWX	Common	87,714	-486	3,016,499,000	-7,003,000	2.31		Hist	06/30/2023
Floto Paul Johnstone	FLOT	ETF	34,273	-254	1,741,777,000	1,946,000	1.34		Hist	06/30/2023
WisdomTree Emerging Markets Equity Income Fund	DEM	common	33,246	-247	1,272,329,000	4,290,000	0.98		Hist	06/30/2023
WASTE MANAGEMENT INC	WM	Common	3,399	-134	589,455,000	12,975,000	0.45	0.00	Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHB	Common	7,965	-118	411,779,000	25,025,000	0.32		Hist	06/30/2023
BERKSHIRE HATHAWAY INC	BRK/B	Common	1,449	-54	494,109,000	30,028,000	0.38	0.00	Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHF	Common	58,376	-319	2,081,087,000	38,499,000	1.60		Hist	06/30/2023
MEDTRONIC INC	MDT	Common	8,349	-229	735,547,000	43,989,000	0.56		Hist	06/30/2023
FORD MOTOR CO	F	Common	24,948	-130	377,458,000	61,478,000	0.29		Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHG	Common	22,755	-2,184	1,705,457,000	80,213,000	1.31		Hist	06/30/2023
Vanguard Small-Cap Growth ETF	VBK	common	6,450	-9	1,481,817,000	84,069,000	1.14		Hist	06/30/2023
MICROSOFT CORP	MSFT	Common	5,567	-7	1,895,944,000	288,853,000	1.45	0.00	Hist	06/30/2023
SPDR SERIES TRUST	SLYG	Common	103,948	-120	7,999,800,000	324,768,000	6.13		Hist	06/30/2023
NVIDIA CORP	NVDA	Common	2,379	-37	1,006,280,000	335,243,000	0.77	0.00	Hist	06/30/2023
Apple Inc.	AAPL	Common	41,620	-228	8,073,118,000	1,172,354,000	6.19		Hist	06/30/2023