Second Half Financial Partners, LLC [Rocket]

Holdings

Second Half Financial 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	TLT	OPTION	102,696	102,696	10,571,526,000	10,571,526,000	2.41		Hist	06/30/2023
FIRST TR NAS100 EQ WEIGHTED	QQEW	SHS	86,230	86,230	9,217,987,000	9,217,987,000	2.11		Hist	06/30/2023
VANGUARD BOND INDEX FUNDS	BLV	Common	122,344	122,344	9,166,022,000	9,166,022,000	2.09		Hist	06/30/2023
ISHARES MSCI EAFE INDEX FUND	EFA	ETF	94,066	94,066	6,819,761,000	6,819,761,000	1.56		Hist	06/30/2023
iSHARES TRUST	IVE	Common	41,692	41,692	6,720,398,000	6,720,398,000	1.53		Hist	06/30/2023
INVESCO EXCHANGE TRADED FD T	XLG	Common	18,659	18,659	6,525,612,000	6,525,612,000	1.49		Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHB	Common	111,125	111,125	5,745,179,000	5,745,179,000	1.31		Hist	06/30/2023
iSHARES TRUST	IVV	Common	11,807	11,807	5,262,518,000	5,262,518,000	1.20		Hist	06/30/2023
FIRST TRUST EXCHANGE TRADED FUND	FTCS	Common	56,428	56,428	4,236,614,000	4,236,614,000	0.97		Hist	06/30/2023
iSHARES TRUST	IBDO	Common	162,692	162,692	4,114,478,000	4,114,478,000	0.94		Hist	06/30/2023
INVESCO EXCH TRADED FD TR II	SPLV	Common	64,828	64,828	4,071,846,000	4,071,846,000	0.93		Hist	06/30/2023
FIRST TR EXCHNG TRADED FD VI	BUFR	Common	157,610	157,610	3,946,554,000	3,946,554,000	0.90		Hist	06/30/2023
FIRST TR VALUE LINE DIVID IN	FVD	SHS	91,971	91,971	3,687,117,000	3,687,117,000	0.84		Hist	06/30/2023
FIRST TR MORNINGSTAR DIV LEA	FDL	SHS	106,661	106,661	3,627,541,000	3,627,541,000	0.83		Hist	06/30/2023
iSHARES TRUST	AGG	LEHMAN AGG BND	36,533	36,533	3,578,433,000	3,578,433,000	0.82		Hist	06/30/2023
FIRST TRUST EXCHANGE-TRADED FUND VII	SDVY	Common	123,235	123,235	3,488,783,000	3,488,783,000	0.80		Hist	06/30/2023
FV Student Housing, LLC	FV	ETF	70,443	70,443	3,304,481,000	3,304,481,000	0.75		Hist	06/30/2023
FIRST TRUST EXCHANGE-TRADED FUND IV	FTSM	Exchange Traded Fund	53,375	53,375	3,171,009,000	3,171,009,000	0.72		Hist	06/30/2023
WASTE MANAGEMENT INC	WM	Common	18,132	18,132	3,144,437,000	3,144,437,000	0.72	0.00	Hist	06/30/2023
COCA COLA CO	KO	Common	50,523	50,523	3,042,468,000	3,042,468,000	0.69		Hist	06/30/2023
MICROCHIP TECHNOLOGY INC	MCHP	Common	33,522	33,522	3,003,236,000	3,003,236,000	0.69	0.01	Hist	06/30/2023
BlackRock Funds III	CSJ	Common	59,007	59,007	2,960,389,000	2,960,389,000	0.68		Hist	06/30/2023
WATSCO INC	WSO	Common	7,710	7,710	2,941,134,000	2,941,134,000	0.67	0.02	Hist	06/30/2023
Merck & Co., Inc.	MRK	COM	25,459	25,459	2,937,739,000	2,937,739,000	0.67		Hist	06/30/2023
PROCTER & GAMBLE Co	PG	Common	19,224	19,224	2,917,076,000	2,917,076,000	0.67	0.00	Hist	06/30/2023
AMDOCS LTD	DOX	Common	28,614	28,614	2,828,494,000	2,828,494,000	0.65		Hist	06/30/2023
AT&T CORP	T	Common	174,927	174,927	2,790,093,000	2,790,093,000	0.64		Hist	06/30/2023
CISCO SYSTEMS, INC.	CSCO	Common	53,045	53,045	2,744,541,000	2,744,541,000	0.63	0.00	Hist	06/30/2023
Alphabet Inc.	GOOGL	COM	22,911	22,911	2,742,447,000	2,742,447,000	0.63		Hist	06/30/2023
VERIZON COMMUNICATIONS INC	VZ	Common	72,295	72,295	2,688,660,000	2,688,660,000	0.61	0.00	Hist	06/30/2023
VISA INC.	V	CL A	11,157	11,157	2,649,564,000	2,649,564,000	0.61		Hist	06/30/2023
UNITEDHEALTH GROUP INC	UNH	Common	5,439	5,439	2,614,365,000	2,614,365,000	0.60	0.00	Hist	06/30/2023
iSHARES TRUST	STIP	Common	26,748	26,748	2,610,559,000	2,610,559,000	0.60		Hist	06/30/2023
CVS HEALTH Corp	CVS	Common	37,591	37,591	2,598,681,000	2,598,681,000	0.59	0.00	Hist	06/30/2023
AMGEN INC	AMGN	Common	11,385	11,385	2,527,638,000	2,527,638,000	0.58	0.00	Hist	06/30/2023
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