PIERSHALE FINANCIAL GROUP, INC. [Rocket]

Holdings

PIERSHALE FINANCIAL GROUP, INC.

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

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
SPDR SERIES TRUST	BIL	Common	981,076	-174,793	90,082,436,000	89,976,755,000	57.40		Hist	06/30/2023
SCHWAB US LC ETF	SCHX	Equities	305,493	305,493	15,998,668,000	15,998,668,000	10.19		Hist	06/30/2023
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST	DIA		46,444	46,444	15,969,769,000	15,969,769,000	10.18		Hist	06/30/2023
INVESCO QQQ TRUST, SERIES 1	QQQ	ETF	17,991	17,991	6,646,235,000	6,646,235,000	4.24		Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHG	Common	85,301	85,301	6,393,310,000	6,393,310,000	4.07		Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHV	Common	93,239	93,239	6,255,405,000	6,255,405,000	3.99		Hist	06/30/2023
ISHARES MSCI EAFE INDEX FUND	EFA	ETF	85,857	85,857	6,224,632,000	6,224,632,000	3.97		Hist	06/30/2023
Apple Inc.	AAPL	Common	9,271	4,311	1,798,237,000	1,797,371,000	1.15		Hist	06/30/2023
HOME DEPOT, INC.	HD	Common	2,350	77	729,959,000	729,279,000	0.47	0.00	Hist	06/30/2023
ABBOTT LABORATORIES	ABT	Common	5,105	241	556,532,000	555,956,000	0.35		Hist	06/30/2023
GENERAL MILLS INC	GIS	Common	5,495	185	421,489,000	421,129,000	0.27	0.00	Hist	06/30/2023
MICROSOFT CORP	MSFT	Common	952	-366	324,194,000	323,788,000	0.21	0.00	Hist	06/30/2023
CISCO SYSTEMS, INC.	CSCO	Common	5,405	52	279,647,000	279,349,000	0.18	0.00	Hist	06/30/2023
AT&T CORP	T	Common	17,219	76	274,640,000	274,235,000	0.18		Hist	06/30/2023
PROCTER & GAMBLE Co	PG	Common	1,595	-73	241,952,000	241,697,000	0.15	0.00	Hist	06/30/2023
PEPSICO INC	PEP	Common	1,231	18	227,948,000	227,745,000	0.15		Hist	06/30/2023
DARDEN RESTAURANTS INC	DRI	Common	1,117	1,117	186,706,000	186,706,000	0.12	0.00	Hist	06/30/2023
Walmart Inc.	WMT	Common	1,124	1,124	176,628,000	176,628,000	0.11	0.00	Hist	06/30/2023
Alphabet Inc.	GOOG	COM	1,220	1,220	147,583,000	147,583,000	0.09		Hist	06/30/2023
INTERNATIONAL BUSINESS MACHINES CORP	IBM	Common	1,050	1,050	140,500,000	140,500,000	0.09		Hist	06/30/2023
AbbVie Inc.	ABBV	COM	971	971	130,867,000	130,867,000	0.08		Hist	06/30/2023
Alphabet Inc.	GOOGL	COM	1,060	1,060	126,882,000	126,882,000	0.08		Hist	06/30/2023
NVIDIA CORP	NVDA	Common	298	-971	126,060,000	125,714,000	0.08	0.00	Hist	06/30/2023
YUM BRANDS INC	YUM	Common	883	883	122,407,000	122,407,000	0.08		Hist	06/30/2023
US BANCORP \DE\	USB	Common	3,086	3,086	101,961,000	101,961,000	0.06	0.00	Hist	06/30/2023
VERIZON COMMUNICATIONS INC	VZ	Common	2,694	2,694	100,190,000	100,190,000	0.06		Hist	06/30/2023
ARBOR REALTY TRUST INC	ABR	Common	5,478	5,478	81,183,000	81,183,000	0.05		Hist	06/30/2023
Norwegian Cruise Line Holdings Ltd.	NCLH	SHS	3,312	3,312	72,102,000	72,102,000	0.05	0.00	Hist	06/30/2023
Tesla, Inc.	TSLA	COM	270	270	70,678,000	70,678,000	0.05		Hist	06/30/2023
SKYWORKS SOLUTIONS, INC.	SWKS	Common	636	636	70,440,000	70,440,000	0.04	0.00	Hist	06/30/2023
ILLINOIS TOOL WORKS INC	ITW	Common	270	270	67,543,000	67,543,000	0.04		Hist	06/30/2023
ADVENT CONVERTIBLE & INCOME FUND	AVK	Common	5,603	5,603	65,666,000	65,666,000	0.04		Hist	06/30/2023
Motorola Solutions, Inc.	MSI	COM	220	220	64,528,000	64,528,000	0.04		Hist	06/30/2023
CHEVRON CORP	CVX	Common	400	400	62,940,000	62,940,000	0.04	0.00	Hist	06/30/2023
TETRA TECH INC	TTEK	Common	380	380	62,221,000	62,221,000	0.04		Hist	06/30/2023
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