WealthShield Partners, LLC [Rocket]

Holdings

WealthShield Partners, LLC

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

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
iSHARES TRUST	IVV	Common	72,611	3,898	32,363,495,000	4,116,816,000	4.88		Hist	06/30/2023
VANGUARD INDEX FUNDS	VTV	Common	142,364	1,007	20,229,943,000	707,161,000	3.05		Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHF	Common	527,893	-19,842	18,819,375,000	-241,799,000	2.84		Hist	06/30/2023
iSHARES TRUST	IUSB	Common	342,691	28,578	15,582,167,000	1,085,833,000	2.35		Hist	06/30/2023
Vanguard Growth ETF	VUG	ETF	49,772	3,506	14,083,542,000	2,542,917,000	2.12		Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHG	Common	186,735	5,377	13,995,782,000	2,176,706,000	2.11		Hist	06/30/2023
iSHARES TRUST	TLTW	Common	416,102	40,386	13,939,417,000	954,672,000	2.10		Hist	06/30/2023
iSHARES TRUST	FALN	Common	470,223	451,935	11,929,558,000	11,467,421,000	1.80		Hist	06/30/2023
DGROYAL, LLC	DGRO	ETF	223,603	-2,208	11,522,282,000	233,987,000	1.74		Hist	06/30/2023
Apple Inc.	AAPL	Common	59,280	-1,358	11,498,446,000	1,499,272,000	1.73		Hist	06/30/2023
iSHARES TRUST	QUAL	Common	82,486	10,300	11,124,868,000	2,169,111,000	1.68		Hist	06/30/2023
WisdomTree Trust	XSOE	Common	370,323	-11,122	10,350,528,000	-268,901,000	1.56		Hist	06/30/2023
iSHARES TRUST	IEFA	Common	149,879	3,855	10,116,811,000	355,108,000	1.52		Hist	06/30/2023
iSHARES TRUST	EFG	MSCI GRW IDX	104,449	6,002	9,965,480,000	742,930,000	1.50		Hist	06/30/2023
VANGUARD WORLD FUND	MGK	Common	37,816	0	8,898,861,000	1,165,111,000	1.34		Hist	06/30/2023
MUBADALA INFRASTRUCTURE PARTNERS LP	MUB	ETF	83,194	8,224	8,879,266,000	801,968,000	1.34		Hist	06/30/2023
VANGUARD SCOTTSDALE FUNDS	VCLT	Common	106,194	6,150	8,335,135,000	359,617,000	1.26		Hist	06/30/2023
MICROSOFT CORP	MSFT	Common	24,331	-796	8,285,513,000	1,041,354,000	1.25	0.00	Hist	06/30/2023
iSHARES TRUST	ESGU	Common	83,466	-10,228	8,134,625,000	-339,993,000	1.23		Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHZ	Common	169,084	3,851	7,804,917,000	53,837,000	1.18		Hist	06/30/2023
iShares, Inc.	IEMG	Common	156,818	10,599	7,729,571,000	595,563,000	1.16		Hist	06/30/2023
VANGUARD SPECIALIZED FUNDS	VIG	Common	44,506	-4,884	7,263,501,000	-343,037,000	1.09		Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHV	Common	103,792	2,150	6,963,405,000	297,723,000	1.05		Hist	06/30/2023
VANGUARD WORLD FUND	MGV	Common	62,148	152	6,448,476,000	185,640,000	0.97		Hist	06/30/2023
VANGUARD SCOTTSDALE FUNDS	VONG	Common	87,068	51,757	6,160,932,000	3,940,223,000	0.93		Hist	06/30/2023
NOBLE INTERNATIONAL, LTD.	NOBL	Common	64,560	10,240	6,086,707,000	1,130,510,000	0.92		Hist	06/30/2023
iSHARES TRUST	EFV	MSCI VAL IDX	119,442	-1,280	5,845,491,000	-13,148,000	0.88		Hist	06/30/2023
SPDR SERIES TRUST	MDYV	Common	79,621	1,154	5,476,307,000	291,216,000	0.83		Hist	06/30/2023
iSHARES TRUST	IWF	Common	19,497	303	5,365,184,000	675,514,000	0.81		Hist	06/30/2023
iShares, Inc.	LQDW	Common	155,097	19,991	5,231,422,000	568,914,000	0.79		Hist	06/30/2023
SPDR SERIES TRUST	MDYG	Common	69,395	4,154	4,972,162,000	507,087,000	0.75		Hist	06/30/2023
SPDR SERIES TRUST	DSV	Common	62,318	5,105	4,810,346,000	451,896,000	0.72		Hist	06/30/2023
iSHARES TRUST	AGG	LEHMAN AGG BND	49,011	13,014	4,800,627,000	1,213,886,000	0.72		Hist	06/30/2023
UNITEDHEALTH GROUP INC	UNH	Common	9,631	1,712	4,629,255,000	886,634,000	0.70	0.00	Hist	06/30/2023
JPMORGAN CHASE & CO	JPM	Common	30,578	1,260	4,447,295,000	626,878,000	0.67	0.00	Hist	06/30/2023
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