News + Filings Holdings
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PANORAMIC INVESTMENT ADVISORS, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
Schwab US Dividend Equity ETF
| SCHD | common | 128,882 | 128,882 | 9,735,724,000 | 9,735,724,000 | 9.98 | |
Hist
| 12/31/2022 |
SPDR SERIES TRUST
| ONEK | Common | 146,407 | 146,407 | 6,585,409,000 | 6,585,409,000 | 6.75 | |
Hist
| 12/31/2022 |
Alphabet Inc.
| GOOG | COM | 51,542 | 51,542 | 4,573,322,000 | 4,573,322,000 | 4.69 | 0.00 |
Hist
| 12/31/2022 |
SCHWAB STRATEGIC TRUST
| SCHV | Common | 57,199 | 57,199 | 3,776,300,000 | 3,776,300,000 | 3.87 | |
Hist
| 12/31/2022 |
ABBOTT LABORATORIES
| ABT | Common | 33,631 | 33,631 | 3,692,370,000 | 3,692,370,000 | 3.79 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| ICSH | Common | 64,759 | 64,759 | 3,240,540,000 | 3,240,540,000 | 3.32 | |
Hist
| 12/31/2022 |
GLOBAL MOAT FUND, LP
| MOAT | ETF | 48,473 | 48,473 | 3,146,410,000 | 3,146,410,000 | 3.23 | |
Hist
| 12/31/2022 |
VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 8,157 | 8,157 | 2,865,952,000 | 2,865,952,000 | 2.94 | |
Hist
| 12/31/2022 |
PEPSICO INC
| PEP | Common | 14,974 | 14,974 | 2,705,225,000 | 2,705,225,000 | 2.77 | 0.00 |
Hist
| 12/31/2022 |
iSHARES TRUST
| TFLO | Common | 46,355 | 46,355 | 2,336,756,000 | 2,336,756,000 | 2.40 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| AGG | LEHMAN AGG BND | 22,879 | 22,879 | 2,219,049,000 | 2,219,049,000 | 2.28 | |
Hist
| 12/31/2022 |
VANGUARD WHITEHALL FUNDS
| VYM | Common | 19,768 | 19,768 | 2,139,053,000 | 2,139,053,000 | 2.19 | |
Hist
| 12/31/2022 |
SCHWAB STRATEGIC TRUST
| SCHG | Common | 36,719 | 36,719 | 2,040,096,000 | 2,040,096,000 | 2.09 | |
Hist
| 12/31/2022 |
BERKSHIRE HATHAWAY INC
| BRK/B | Common | 6,299 | 6,299 | 1,945,761,000 | 1,945,761,000 | 2.00 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| IHI | Common | 28,530 | 28,530 | 1,499,797,000 | 1,499,797,000 | 1.54 | |
Hist
| 12/31/2022 |
INVESCO QQQ TRUST, SERIES 1
| QQQ | ETF | 5,169 | 5,169 | 1,376,495,000 | 1,376,495,000 | 1.41 | |
Hist
| 12/31/2022 |
SELECT SECTOR SPDR TR SBI INT-ENERGY
| XLE | OPTION | 15,386 | 15,386 | 1,345,786,000 | 1,345,786,000 | 1.38 | |
Hist
| 12/31/2022 |
FIRST TRUST EXCHANGE TRADED FUND
| FTCS | Common | 17,452 | 17,452 | 1,308,034,000 | 1,308,034,000 | 1.34 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| IEFA | Common | 21,015 | 21,015 | 1,295,371,000 | 1,295,371,000 | 1.33 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| IVV | Common | 3,275 | 3,275 | 1,258,308,000 | 1,258,308,000 | 1.29 | |
Hist
| 12/31/2022 |
Vanguard Growth ETF
| VUG | ETF | 5,773 | 5,773 | 1,230,357,000 | 1,230,357,000 | 1.26 | |
Hist
| 12/31/2022 |
SCHWAB STRATEGIC TRUST
| SCHM | Common | 17,716 | 17,716 | 1,162,356,000 | 1,162,356,000 | 1.19 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| IJR | S&P SMLCAP 600 | 12,173 | 12,173 | 1,152,021,000 | 1,152,021,000 | 1.18 | |
Hist
| 12/31/2022 |
Alphabet Inc.
| GOOGL | COM | 12,935 | 12,935 | 1,141,255,000 | 1,141,255,000 | 1.17 | 0.00 |
Hist
| 12/31/2022 |
SCHWAB STRATEGIC TRUST
| SCHB | Common | 24,929 | 24,929 | 1,117,086,000 | 1,117,086,000 | 1.15 | |
Hist
| 12/31/2022 |
FTGC
| FTGC | COM | 44,556 | 44,556 | 1,091,177,000 | 1,091,177,000 | 1.12 | |
Hist
| 12/31/2022 |
Apple Inc.
| AAPL | Common | 7,989 | 7,989 | 1,038,009,000 | 1,038,009,000 | 1.06 | 0.00 |
Hist
| 12/31/2022 |
NORTHERN LTS FD TR III
| QQH | Common | 29,937 | 29,937 | 1,019,349,000 | 1,019,349,000 | 1.05 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| IJH | Common | 4,085 | 4,085 | 988,086,000 | 988,086,000 | 1.01 | |
Hist
| 12/31/2022 |
SCHWAB STRATEGIC TRUST
| SCHP | Common | 19,066 | 19,066 | 987,419,000 | 987,419,000 | 1.01 | |
Hist
| 12/31/2022 |
SMART CHOICE AUTOMOTIVE GROUP INC
| SCHA | CMN | 23,598 | 23,598 | 955,952,000 | 955,952,000 | 0.98 | |
Hist
| 12/31/2022 |
MICROSOFT CORP
| MSFT | Common | 3,908 | 3,908 | 937,303,000 | 937,303,000 | 0.96 | 0.00 |
Hist
| 12/31/2022 |
VANGUARD STAR FUNDS
| VXUS | Common | 17,365 | 17,365 | 898,118,000 | 898,118,000 | 0.92 | |
Hist
| 12/31/2022 |
VANGUARD INDEX FUNDS
| VGT | Common | 2,722 | 2,722 | 869,355,000 | 869,355,000 | 0.89 | |
Hist
| 12/31/2022 |
FIRST TRUST EXCHANGE-TRADED FUND VI
| RDVY | Common | 18,366 | 18,366 | 806,635,000 | 806,635,000 | 0.83 | |
Hist
| 12/31/2022 |
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