XPN
XY Planning Network Inc. Portfolio
Invests via XY Planning Network Inc. | Managed by Aryn Sands
Invests via XY Planning Network Inc.
Managed by Aryn Sands
Automatically Tracked
Company Profile
XY Planning Network Inc. is a pioneering organization dedicated to advancing financial planning for Generation X and Generation Y clients. By fostering a network of fee-only, independent advisors, the company champions a client-centered approach tailored to modern financial challenges. As an innovator in wealth management, it facilitates unique membership opportunities for planners seeking to elevate their practice while prioritizing holistic advice and access to technology-driven solutions. Its relevance in the capital markets space stems from its commitment to reshaping how younger generations perceive financial services, making it an essential player in transforming traditional advisory models.
XY Planning Network Inc. is a pioneering organization dedicated to advancing financial planning for Generation X and Generation Y clients. By fostering a network of fee-only, independent advisors, the company champions a client-centered approach tailored to modern financial challenges. As an innovator in wealth management, it facilitates unique membership opportunities for planners seeking to elevate their practice while prioritizing holistic advice and access to technology-driven solutions. Its relevance in the capital markets space stems from its commitment to reshaping how younger generations perceive financial services, making it an essential player in transforming traditional advisory models.
Investment Philosophy & Strategy
Focused on meeting the distinct financial needs of younger demographics, XY Planning Network Inc. employs a transformative strategy in advisory services. Its emphasis lies in fostering deep connections among independent, fee-only advisors who prioritize genuine client engagement and holistic planning. The organization actively cultivates innovation within its network by providing comprehensive resources and support aimed at enhancing practice development while ensuring that modern financial solutions remain accessible. By leveraging technology alongside an evolving membership model, it challenges conventional paradigms, thereby positioning itself as a dynamic force committed to reshaping financial management for Generation X and Y.
Focused on meeting the distinct financial needs of younger demographics, XY Planning Network Inc. employs a transformative strategy in advisory services. Its emphasis lies in fostering deep connections among independent, fee-only advisors who prioritize genuine client engagement and holistic planning. The organization actively cultivates innovation within its network by providing comprehensive resources and support aimed at enhancing practice development while ensuring that modern financial solutions remain accessible. By leveraging technology alongside an evolving membership model, it challenges conventional paradigms, thereby positioning itself as a dynamic force committed to reshaping financial management for Generation X and Y.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
14.68%
Gain +0.95%
Monthly
0.79%
Yearly
9.87%
Drawdown
12.38%
$686.73M
Equity
Holdings
$686.73M
Investment
$597.46M
$91.25M
Profit +$6.79M
Realized
$1.98M
Unrealized
$89.27M
Dividends
$10.13M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.95%
Profit
$6.79M
Win %
79%
This Week
Compared To Last Week
Gain
1%
Profit
$6.79M
Win %
79%
This Month
Compared to last month
Gain
0.44%
Profit
$3.03M
Win %
79%
This Year
Compared to last year
Gain
5.75%
Profit
$40.07M
Win %
79%
LRCX Lam Research Corporation
+5.42%
+$20,838.96 
ORCL Oracle Corporation
+5.07%
+$24,985.74 
BAI iShares A.I. Innovation and Tech Active ETF
+5.04%
+$128,359.95 
IBIT iShares Bitcoin Trust
+4.52%
+$11,009.02 
META Meta Platforms Inc Class A
+4.34%
+$21,526.64 
GDE WisdomTree Efficient Gold Plus
+4.14%
+$20,639.58 
AXP American Express Company
+3.69%
+$12,000.95 
IAU iShares Gold Trust
+3.52%
+$9,095.81 
GLDM SPDR Gold MiniShares Trust
+3.51%
+$48,242.03 
GLD SPDR Gold Shares
+3.49%
+$19,228.81 
FRDM Freedom 100 Emerging Markets ETF
+3.29%
+$21,791.55 
IYW iShares U.S. Technology ETF
+3.23%
+$11,381.04 
SPMO Invesco S&P 500 Momentum ETF
+3.14%
+$54,706.9 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+3.1%
+$31,588.5 
AMZN Amazon.com Inc
+3.07%
+$58,779.6 
VGT Vanguard Information Technology ETF
+2.91%
+$34,571.2 
AVES Avantis Emerging Markets Value ETF
+2.9%
+$11,971.84 
DFAE Dimensional Emerging Core Equity Market ETF
+2.9%
+$14,331.8 
FTEC Fidelity MSCI Information Technology Index ETF
+2.88%
+$10,758.86 
EMXC iShares MSCI Emerging Markets ex China ETF
+2.85%
+$88,040 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+2.81%
+$288,848.38 
AVEM Avantis Emerging Markets Equity ETF
+2.8%
+$99,093 
QQQ Invesco QQQ Trust, Series 1
+2.71%
+$72,399.57 
GOOGL Alphabet Inc
+2.66%
+$47,323.7 
QGRW WisdomTree U.S. Quality Growth Fund
+2.64%
+$19,597.01 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+2.51%
+$6,731.88 
GOOG Alphabet Inc
+2.5%
+$52,909.68 
NULG Nuveen ESG Large-Cap Growth ETF
+2.47%
+$51,848.1 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.4%
+$96,264.98 
TGRW T. Rowe Price Growth Stock ETF
+2.39%
+$8,279.99 
VUG Vanguard Growth ETF
+2.39%
+$210,576.96 
MTUM iShares MSCI USA Momentum Factor ETF
+2.38%
+$9,958.81 
NVDA NVIDIA Corporation
+2.33%
+$172,301.09 
AESR Anfield U.S. Equity Sector Rotation Fund
+2.33%
+$110,383.59 
AVGO Broadcom Inc.
+2.3%
+$38,112.77 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.28%
+$93,545.76 
VWO Vanguard FTSE Emerging Markets ETF
+2.25%
+$222,780.36 
CAT Caterpillar Inc.
+2.17%
+$24,868.79 
SPEM SPDR Portfolio Emerging Markets ETF
+2.16%
+$19,327.5 
IEMG iShares Core MSCI Emerging Markets ETF
+2.08%
+$19,429.24 
BLCR iShares Large Cap Core ACT ETF
+2.07%
+$8,018.22 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+2.05%
+$49,051.52 
IWY iShares Russell Top 200 Growth ETF
+1.97%
+$6,585.87 
PWR Quanta Services Inc.
+1.95%
+$5,364.31 
CORO Ishares International Country Rotational Active ETF
+1.81%
+$38,312.49 
MSFT Microsoft Corp.
+1.79%
+$22,696.56 
IWP iShares Russell Mid-Cap Growth ETF
+1.73%
+$7,345.89 
MS Morgan Stanley
+1.72%
+$7,560.2 
AAPL Apple Inc.
+1.71%
+$120,317.68 
VBK Vanguard Small-Cap Growth ETF
+1.7%
+$16,139.68 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+1.67%
+$85,977.27 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.62%
+$13,413.35 
SPHQ Invesco S&P 500 Quality ETF
+1.59%
+$70,260.33 
VOO Vanguard S&P 500 ETF
+1.59%
+$503,606.08 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.57%
+$80,650.65 
SPY SPDR S&P 500 ETF Trust
+1.57%
+$171,000.51 
DFUS Dimensional U.S. Equity Market ETF
+1.57%
+$144,165.52 
IWB iShares Russell 1000 ETF
+1.56%
+$6,801.64 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.55%
+$601,313.33 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.54%
+$178,919.4 
DXJ WisdomTree Japan Hedged Equity Fund
+1.54%
+$52,392.23 
PTLC Pacer Trendpilot US Large Cap ETF
+1.53%
+$10,242.99 
VT Vanguard Total World Stock ETF
+1.52%
+$85,570.88 
DFAU Dimensional US Core Equity Market ETF
+1.52%
+$22,587.24 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+1.52%
+$5,151.2 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.51%
+$64,523.57 
DUHP Dimensional US High Profitability ETF
+1.5%
+$49,985.36 
XT iShares Future Exponential Technologies ETF
+1.46%
+$7,714.84 
NTSX WisdomTree U.S. Efficient Core Fund
+1.45%
+$14,922.78 
AVDV Avantis International Small Cap Value ETF
+1.44%
+$104,860.46 
DE Deere & Company
+1.4%
+$5,752.97 
ESGU iShares ESG Aware MSCI USA ETF
+1.39%
+$12,594.45 
AAEQ Alpha Architect US Equity 2 ETF
+1.38%
+$6,205.73 
IDUB Aptus International Enhanced Fund
+1.34%
+$3,625.25 
HD The Home Depot, Inc.
+1.34%
+$7,097.18 
IVV iShares Core S&P 500 ETF
+1.33%
+$118,887.69 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
+1.32%
+$18,138.4 
IWV ISHARES RUSSELL 3000 ETF
+1.31%
+$36,989.11 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.3%
+$31,397.17 
SCHF Schwab International Equity ETF
+1.3%
+$40,991.04 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.29%
+$255,062.27 
AVUS Avantis U.S. Equity ETF
+1.29%
+$38,106.94 
DFSU Dimensional US Sustainability Core 1 ETF
+1.29%
+$28,085.78 
DFAW Dimensional World Equity ETF
+1.28%
+$5,130.4 
AVNM Avantis All International Markets Equity ETF
+1.28%
+$4,031.03 
VO Vanguard Mid-Cap ETF
+1.28%
+$3,296.64 
MOAT VanEck Morningstar Wide Moat Fund
+1.26%
+$27,595.1 
DFSI Dimensional International Sustainability Core 1 ETF
+1.26%
+$7,705.57 
TPIF Timothy Plan International ETF
+1.25%
+$55,325.11 
SCHA Schwab U.S. Small-Cap ETF
+1.23%
+$20,787.49 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.22%
+$508,338.29 
DCOR Dimensional US Core Equity 1 ETF
+1.22%
+$105,156.81 
ACIO Aptus Collared Investment Opportunity ETF
+1.19%
+$3,942.4 
PTL Inspire 500 ETF
+1.18%
+$42,067.9 
BRK-A Berkshire Hathaway Inc.
+1.15%
+$8,441 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+1.02%
+$10,016.05 
IVAL Alpha Architect International Quantitative Value ETF
+1%
+$6,449.99 
VB Vanguard Small-Cap ETF
+0.99%
+$3,911.55 
SCHM Schwab U.S. Mid-Cap ETF
+0.99%
+$3,509.18 
BIBL Inspire 100 ETF
+0.95%
+$7,827.04 
QUAL iShares MSCI USA Quality Factor ETF
+0.94%
+$23,809.5 
BRK-B Berkshire Hathaway Inc.
+0.87%
+$13,524.32 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
+0.86%
+$14,958.9 
DFAI Dimensional International Core Equity Market ETF
+0.79%
+$13,250.16 
DFIC Dimensional International Core Equity Market ETF
+0.78%
+$148,166.4 
RSP Invesco S&P 500 Equal Weight ETF
+0.77%
+$9,664.98 
TSLA Tesla, Inc.
+0.76%
+$2,813.36 
NFLX Netflix, Inc.
+0.76%
+$1,281 
NUSC Nuveen ESG Small-Cap ETF
+0.75%
+$19,382.02 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.73%
+$87,844.26 
MDY SPDR S&P MidCap 400 ETF Trust
+0.72%
+$2,686.02 
IWD iShares Russell 1000 Value ETF
+0.72%
+$6,202 
V Visa Inc. Class A
+0.71%
+$4,984.06 
DIHP Dimensional International High Profitability Portfolio
+0.68%
+$3,544.51 
MCD McDonald's Corporation
+0.67%
+$2,864.64 
EUSA iShares MSCI USA Equal Weighted ETF
+0.67%
+$15,122.48 
DISV Dimensional International Small Cap Equity Fund
+0.67%
+$17,863.73 
JEPI JPMorgan Equity Premium Income Fund
+0.65%
+$5,873.2 
IMOM Alpha International Quantitative Momentum ETF
+0.63%
+$4,371.92 
VTV Vanguard Value ETF
+0.62%
+$23,388.82 
DFUV Dimensional US Marketwide Value ETF
+0.6%
+$10,878.45 
VIG Vanguard Dividend Appreciation ETF
+0.56%
+$2,328.83 
DFAS Dimensional U.S. Small Cap ETF
+0.56%
+$7,460.1 
IJH iShares Core S&P Mid-Cap ETF
+0.55%
+$9,699.48 
EFG iShares MSCI EAFE Growth ETF
+0.55%
+$1,862.52 
BTHM iShares U.S. Thematic Rotation Active ETF
+0.54%
+$9,697.26 
IWS iShares Russell Mid-Cap Value ETF
+0.52%
+$2,211.7 
WTV WisdomTree U.S. Value Fund
+0.49%
+$2,350.27 
XMHQ Invesco S&P MidCap Quality ETF
+0.45%
+$36,076.69 
XLU Utilities Select Sector SPDR Fund
+0.45%
+$1,514.4 
NULV Nuveen ESG Large-Cap Value ETF
+0.44%
+$4,291.65 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.43%
+$8,050.68 
QMOM Alpha U.S. Quantitative Momentum ETF
+0.41%
+$5,990.72 
CBOE Cboe Global Markets Inc.
+0.4%
+$4,824.26 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.4%
+$1,053.54 
TLH iShares 10-20 Year Treasury Bond ETF
+0.39%
+$1,004.64 
TPSC Timothy Plan US Small Cap Core ETF
+0.39%
+$9,671.22 
DUK Duke Energy Corporation
+0.38%
+$3,091.3 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.35%
+$22,884.22 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.34%
+$2,016.94 
BLV Vanguard Long-Term Bond ETF
+0.34%
+$781.37 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.33%
+$800.64 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.33%
+$1,936.62 
PYLD PIMCO Multisector Bond Active ETF
+0.32%
+$2,464.91 
DFGP Dimensional Global Core Fixed Income Fund
+0.32%
+$6,477.45 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
+0.31%
+$5,223.68 
PG Procter & Gamble Co
+0.31%
+$1,706.6 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.31%
+$1,128.48 
DFIV Dimensional International Value ETF
+0.3%
+$3,219.46 
MBB iShares MBS ETF
+0.3%
+$3,572.8 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.29%
+$945.45 
JCPB JPMorgan Core Plus Bond ETF
+0.29%
+$3,226.5 
IEF iShares 7-10 Year Treasury Bond ETF
+0.28%
+$1,695.73 
VOE Vanguard Mid-Cap Value ETF
+0.28%
+$2,817.65 
WFC Wells Fargo & Company
+0.27%
+$1,255.28 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.27%
+$46,128.94 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.27%
+$17,056.72 
GJUL FT Vest US Equity Moderate Class B
+0.26%
+$960.5 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.26%
+$1,042.24 
DFCF Dimensional Core Fixed Income ETF
+0.26%
+$33,725.8 
IAGG iShares International Aggregate Bond Fund
+0.26%
+$2,389.53 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.26%
+$3,152.39 
VYM Vanguard High Dividend Yield ETF
+0.26%
+$2,068.45 
FBND Fidelity Total Bond ETF
+0.25%
+$8,057.48 
IUSB iShares Core Universal USD Bond ETF
+0.25%
+$5,559.95 
BINC iShares Flexible Income Active ETF
+0.25%
+$3,011.32 
AGG iShares Core U.S. Aggregate Bond ETF
+0.25%
+$1,011.12 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.25%
+$571.9 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
+0.25%
+$678.21 
JPM JPMorgan Chase & Co.
+0.24%
+$1,918.02 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.24%
+$11,324.72 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.24%
+$790.79 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.24%
+$762.89 
DGCB Dimensional Global Credit Fund
+0.24%
+$884.07 
USMV iShares MSCI USA Min Vol Factor ETF
+0.23%
+$4,951.35 
BND Vanguard Total Bond Market Index Fund
+0.23%
+$511.2 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.23%
+$933.79 
IUSV iShares Core S&P U.S. Value ETF
+0.23%
+$5,497 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.22%
+$1,507.71 
GOVT iShares U.S. Treasury Bond ETF
+0.22%
+$1,808.05 
IVE ISHARES S&P 500 VALUE ETF
+0.22%
+$9,692 
VCEB Vanguard ESG U.S. Corporate Bond Fund
+0.21%
+$1,072.44 
VPLS Vanguard Core-Plus Bond ETF
+0.21%
+$2,766.86 
MUB iShares National Muni Bond ETF
+0.21%
+$4,105.52 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.19%
+$21,698.5 
DFIP Dimensional Inflation-Protected Securities ETF
+0.19%
+$2,384.28 
VTEC Vanguard California Tax-Exempt Bond Fund
+0.17%
+$496.91 
BNDX Vanguard Total International Bond ETF
+0.17%
+$18,718.16 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.16%
+$920.79 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.16%
+$8,309.37 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
+0.15%
+$488.4 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.15%
+$1,427.78 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.15%
+$364.56 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.14%
+$2,251.48 
JPIE JPMorgan Income ETF
+0.14%
+$360.1 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.14%
+$300.02 
BGRN iShares USD Green Bond ETF
+0.14%
+$849.29 
BSV Vanguard Short-Term Bond ETF
+0.13%
+$690.4 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.13%
+$1,269.15 
VNQ Vanguard Real Estate ETF
+0.13%
+$539.75 
IJR iShares Core S&P Small-Cap ETF
+0.12%
+$2,187.36 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
+0.12%
+$254.5 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.12%
+$992.18 
VGSH Vanguard Short-Term Treasury Fund
+0.11%
+$6,277.18 
STOT SPDR DoubleLine Short Duration Total Return Tactical ETF
+0.11%
+$328.1 
GCC WisdomTree Enhanced Commodity Strategy Fund
+0.1%
+$432.87 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.1%
+$2,667.18 
NANR SPDR S&P North American Natural Resources ETF
+0.1%
+$262.24 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.1%
+$984.92 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.1%
+$336.42 
DFNM Dimensional National Municipal Bond ETF
+0.09%
+$1,488.12 
NEAR iShares Short Maturity Bond ETF
+0.09%
+$510.4 
VUSB Vanguard Ultra-Short Bond ETF
+0.09%
+$2,913.07 
DFGR Dimensional Global Real Estate ETF
+0.09%
+$8,655.02 
SHY iShares 1-3 Year Treasury Bond ETF
+0.09%
+$690.34 
BALT Inn Defined Wealth Shield Mutual Fund
+0.07%
+$248 
SUB iShares Short-Term National Muni Bond ETF
+0.07%
+$592.27 
JPST JPMorgan Ultra-Short Income ETF
+0.07%
+$598.18 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+0.07%
+$1,389.64 
GSST Goldman Sachs Access Ultra Short Bond Fund
+0.06%
+$714.27 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.05%
+$506.36 
DFAT Dimensional US Targeted Value ETF
+0.04%
+$1,108.33 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.03%
+$435.35 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$83.71 
UYLD Angel Oak UltraShort Income Fund
+0.02%
+$636.26 
HIDE Alpha Architect High Inflation & Deflation ETF
+0.02%
+$243.26 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$738.75 
FLOT iShares Floating Rate Bond ETF
+0.01%
+$244.9 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$20.07 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.01%
+$788.57 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.01%
+$187.35 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$38.87 
STIP iShares 0-5 Year TIPS Bond ETF
+0.01%
+$61.3 
USFR WisdomTree Floating Rate Treasury Fund
0%
+$39.63 
AFIF Anfield Universal Fixed Income Fund
0%
$0 
SCHH Schwab U.S. REIT ETF
0%
$0 
XOM Exxon Mobil Corporation
-4.35%
-$46,069.54 
CVX Chevron Corporation
-3.78%
-$20,333.95 
BP BP p.l.c. Sponsored ADR
-3.25%
-$6,421.8 
MO Altria Group, Inc.
-2.96%
-$23,138.19 
MRK Merck & Co., Inc.
-2.87%
-$7,640.29 
IDV iShares International Select Dividend ETF
-2.79%
-$12,135.01 
ABBV AbbVie Inc.
-2.27%
-$6,864.28 
EFV iShares MSCI EAFE Value ETF
-2.12%
-$60,733.82 
KO The Coca-Cola Company
-1.9%
-$4,917.24 
JNJ Johnson & Johnson
-1.62%
-$24,058.23 
VZ Verizon Communications Inc.
-1.32%
-$3,028.95 
WM Waste Management, Inc.
-1.2%
-$5,107.46 
PM Philip Morris International Inc.
-1.06%
-$7,339.8 
MCK McKesson Corporation
-0.96%
-$2,189.5 
FITB Fifth Third Bancorp
-0.91%
-$2,312.5 
CME CME Group Inc.
-0.78%
-$21,714.01 
ACWV iShares MSCI Global Minimum Volatility ETF
-0.73%
-$13,575.36 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.72%
-$7,940.21 
WMT Walmart Inc.
-0.69%
-$7,203.58 
EFA iShares MSCI EAFE ETF
-0.68%
-$2,342.99 
IEFA iShares Core MSCI EAFE ETF
-0.66%
-$6,639.1 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$5,031.39 
XEL Xcel Energy Inc.
-0.53%
-$1,127.7 
REET iShares Global REIT ETF
-0.52%
-$19,746.24 
XLP Consumer Staples Select Sector SPDR Fund
-0.48%
-$1,147.47 
SHLD Global X Defense Tech ETF
-0.45%
-$2,917.69 
AVUV Avantis U.S. Small Cap Value ETF
-0.39%
-$11,009.76 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.37%
-$2,390.85 
LLY Eli Lilly and Company
-0.35%
-$1,130.32 
SMMV iShares MSCI USA Small-Cap Min Volatility ETF
-0.34%
-$2,995.03 
COST Costco Wholesale Corporation
-0.31%
-$2,014.94 
SCHD Schwab U.S. Dividend Equity ETF
-0.24%
-$6,821.36 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.24%
-$812.48 
DFSV Dimensional US Small Cap Value ETF
-0.22%
-$14,366.1 
UNH UnitedHealth Group Incorporated
-0.2%
-$629.17 
QVAL Alpha Architect U.S. Quantitative Value ETF
-0.16%
-$2,303.13 
CAOS Alpha Architect Tail Risk ETF
-0.02%
-$110.08 Events
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Dividends
Dividend Analysis
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| Trades 869 | Longs Won 652/869 75% | Profit Factor 35.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $295,112.06 |
| Average Win $143,981.1 | Best Trade (Jun 15) $3.64M | Sharpe Ratio -2.59 |
| Average Loss -$12,092.61 | Worst Trade (Jun 11) -$162,264.02 | Z-Score 26.27 (100%) |
| Commissions $0 | Avg. Trade Length 7m 3w 4d | Expectancy $105,007.57 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 55,556 | 50,000 | 44,444 | 38,889 | 33,333 | 27,778 | 22,222 | 16,667 | 11,111 | 5,556 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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