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Holdings

Ratio Wealth Group

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

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
DGROYAL, LLC DGROETF306,914306,91415,815,278,00015,815,278,0003.91  Hist 06/30/2023
VANGUARD WORLD FUND VFHCommon121,204121,2049,846,613,0009,846,613,0002.44  Hist 06/30/2023
ISHARES MSCI EAFE INDEX FUND EFAETF130,833130,8339,485,379,0009,485,379,0002.35  Hist 06/30/2023
NOBLE INTERNATIONAL, LTD. NOBLCommon94,16594,1658,877,878,0008,877,878,0002.20  Hist 06/30/2023
VANGUARD INDEX FUNDS VGTCommon19,20819,2088,493,009,0008,493,009,0002.10  Hist 06/30/2023
DIREXION SHS ETF TR NAS100 EQL WGT QQQESTOCK75,29375,2935,796,055,0005,796,055,0001.43  Hist 06/30/2023
INVESCO EXCHANGE TRADED FD T RSPCommon26,25426,2543,928,722,0003,928,722,0000.97  Hist 06/30/2023
Belpointe PREP, LLC OZCommon36,79036,7903,165,412,0003,165,412,0000.781.02 Hist 06/30/2023
iSHARES TRUST IGWETF4,5054,5052,285,206,0002,285,206,0000.57  Hist 06/30/2023
SELECT SECTOR SPDR TRUST XLVCommon10,75310,7531,427,251,0001,427,251,0000.35  Hist 06/30/2023
NVIDIA CORP NVDACommon2,8392,8391,200,797,0001,200,797,0000.300.00 Hist 06/30/2023
iSHARES TRUST EWUCommon32,89032,8901,063,992,0001,063,992,0000.26  Hist 06/30/2023
ETF Series Solutions FIVGCommon29,27329,273985,411,000985,411,0000.24  Hist 06/30/2023
INVESCO EXCHANGE TRADED FD T RHSCommon5,4875,487918,634,000918,634,0000.23  Hist 06/30/2023
Global X Funds BUGCommon35,68935,689865,815,000865,815,0000.21  Hist 06/30/2023
PROCTER & GAMBLE Co PGCommon5,2405,240795,118,000795,118,0000.200.00 Hist 06/30/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VTCommon4,9814,981483,013,000483,013,0000.12  Hist 06/30/2023
Alphabet Inc. GOOGLCOM2,7952,795334,562,000334,562,0000.08  Hist 06/30/2023
iSHARES TRUST IVWS&P500 GRW4,2774,277301,443,000301,443,0000.07  Hist 06/30/2023
VANGUARD TAX-MANAGED FUNDS VEAFD5,9865,986276,433,000276,433,0000.07  Hist 06/30/2023
iSHARES TRUST IYWCommon2,4082,408262,159,000262,159,0000.06  Hist 06/30/2023
VISA INC. VCL A981981232,968,000232,968,0000.06  Hist 06/30/2023
Meta Platforms, Inc. FBCommon740740212,365,000212,365,0000.05  Hist 06/30/2023
EXXON MOBIL CORP XOMCommon1,9331,933207,294,000207,294,0000.050.00 Hist 06/30/2023
iSHARES TRUST IWDETF1,2891,289203,443,000203,443,0000.05  Hist 06/30/2023
DHT Holdings, Inc. DHTSHS NEW11,28511,28596,265,00096,265,0000.020.01 Hist 06/30/2023
Kosmos Energy Ltd. KOSCOMMON STOCK12,00012,00071,880,00071,880,0000.020.00 Hist 06/30/2023
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