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
VANGUARD INDEX FDS SANDP 500 ETF	VOO	STOCK	73,778	-619	30,048,139,000	2,069,561,000	5.74		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
PROCTER & GAMBLE Co	PG	Common	118,859	-572	18,035,665,000	277,420,000	3.45	0.01	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
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
Apple Inc.	AAPL	Common	79,610	-2,591	15,441,951,000	1,887,019,000	2.95		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
SCHWAB STRATEGIC TRUST	SCHZ	Common	325,018	4,871	15,002,832,000	-15,263,000	2.87		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
JPS INDUSTRIES INC	JPST	Common	276,196	-645	13,848,449,000	-82,209,000	2.65		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
MICROSOFT CORP	MSFT	Common	30,138	-1,606	10,263,048,000	1,111,292,000	1.96	0.00	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
iSHARES TRUST	AGG	LEHMAN AGG BND	85,458	-1,312	8,370,641,000	-275,146,000	1.60		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
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	SCHP	Common	123,831	4,671	6,492,436,000	104,288,000	1.24		Hist	06/30/2023
JPMORGAN CHASE & CO	JPM	Common	44,270	-1,909	6,438,601,000	420,980,000	1.23		Hist	06/30/2023
Broadcom Ltd	AVGO	COM	7,300	-876	6,332,445,000	1,087,038,000	1.21		Hist	06/30/2023
Capital Group Global Growth Equity ETF	CGGO	Common	227,135	-22,832	5,517,109,000	-247,130,000	1.05		Hist	06/30/2023
VISA INC.	V	CL A	23,190	-849	5,507,268,000	87,527,000	1.05		Hist	06/30/2023
UNITEDHEALTH GROUP INC	UNH	Common	10,340	-112	4,969,679,000	30,293,000	0.95	0.00	Hist	06/30/2023
HOME DEPOT, INC.	HD	Common	15,944	-793	4,952,698,000	13,272,000	0.95	0.00	Hist	06/30/2023
Amplify ETF Trust	DIVO	Common	132,494	-1,391	4,769,775,000	20,860,000	0.91		Hist	06/30/2023
Alphabet Inc.	GOOG	COM	38,928	-3,484	4,709,135,000	298,275,000	0.90		Hist	06/30/2023
AMAZON COM INC	AMZN	Common	33,705	-917	4,393,784,000	817,678,000	0.84		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
CARRIER GLOBAL Corp	CARR	Common	84,254	-4,323	4,188,263,000	135,874,000	0.80	0.01	Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHF	Common	116,110	-4,057	4,139,307,000	-42,490,000	0.79		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
NOVO NORDISK A S	NVO	ADR	24,777	-2,284	4,009,662,000	-296,826,000	0.77		Hist	06/30/2023
ABBOTT LABORATORIES	ABT	Common	36,421	-1,797	3,970,638,000	100,640,000	0.76		Hist	06/30/2023
MARSH & MCLENNAN COMPANIES, INC.	MMC	Common	18,794	-1,277	3,534,733,000	191,886,000	0.68		Hist	06/30/2023
VANGUARD SCOTTSDALE FUNDS	VGIT	Common	58,308	1,440	3,420,346,000	10,532,000	0.65		Hist	06/30/2023
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