FLP
Financial Life Planners Portfolio
Invests via Financial Life Planners | Managed by Gina Giachetti Wight, William Matthew Fick Jr.
Invests via Financial Life Planners
Managed by Gina Giachetti Wight, William Matthew Fick Jr.
Automatically Tracked
Company Profile
Independent advisory firm specializing in holistic retirement and wealth-planning solutions for individuals and small institutions, Financial Life Planners offers fiduciary financial planning, investment advisory and retirement-income design. The firm targets high-net-worth and pre-retiree households, using model-based portfolios and fee-based recurring revenue. Positioned as a boutique planner, it competes on personalized client service, retirement tax planning and comprehensive cash-flow forecasting to drive client retention and AUM growth.
Independent advisory firm specializing in holistic retirement and wealth-planning solutions for individuals and small institutions, Financial Life Planners offers fiduciary financial planning, investment advisory and retirement-income design. The firm targets high-net-worth and pre-retiree households, using model-based portfolios and fee-based recurring revenue. Positioned as a boutique planner, it competes on personalized client service, retirement tax planning and comprehensive cash-flow forecasting to drive client retention and AUM growth.
Investment Philosophy & Strategy
Adopts a retirement-first, fiduciary investment approach that prioritizes income sustainability, downside protection and tax-aware asset placement. Portfolios are model-driven with core-satellite diversification combining low-cost passive exposures and active income or tax-advantaged sleeves tailored to pre-retiree and high-net-worth cash‑flow needs. Emphasizes time-horizon matching, liability-aware glidepaths and withdrawal-rate stress testing to preserve capital across distribution phases. Risk discipline centers on drawdown control, liquidity for near-term liabilities and fee transparency; business strategy leans boutique, client-retention oriented and growth through recurring advisory fees and customized retirement solutions.
Adopts a retirement-first, fiduciary investment approach that prioritizes income sustainability, downside protection and tax-aware asset placement. Portfolios are model-driven with core-satellite diversification combining low-cost passive exposures and active income or tax-advantaged sleeves tailored to pre-retiree and high-net-worth cash‑flow needs. Emphasizes time-horizon matching, liability-aware glidepaths and withdrawal-rate stress testing to preserve capital across distribution phases. Risk discipline centers on drawdown control, liquidity for near-term liabilities and fee transparency; business strategy leans boutique, client-retention oriented and growth through recurring advisory fees and customized retirement solutions.
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:
-2.25%
Gain
Monthly
-0.12%
Yearly
-1.46%
Drawdown
22.54%
$150.34M
Equity
Holdings
$150.34M
Investment
$121.81M
$25.7M
Profit -$1.45M
Realized
-$2.82M
Unrealized
$28.53M
Dividends
$1.63M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.45M
Win %
72%
This Week
Compared To Last Week
Gain
-1.98%
Profit
-$3.04M
Win %
72%
This Month
Compared to last month
Gain
-0.15%
Profit
-$220,766.17
Win %
72%
This Year
Compared to last year
Gain
15.43%
Profit
$20.09M
Win %
70%
TRV The Travelers Companies, Inc.
+8.36%
+$10,170 
ALTO Alto Ingredients Inc.
+7.45%
+$1.54 
NNOX Nano-X Imaging Ltd.
+5.78%
+$32.09 
ASTS AST SpaceMobile, Inc.
+4.96%
+$546 
NOC Northrop Grumman Corporation
+3.42%
+$781 
CMG Chipotle Mexican Grill, Inc.
+3.3%
+$113 
HIG The Hartford Insurance Group, Inc.
+3.26%
+$2,216.62 
GE General Electric Company
+3.2%
+$9,732.79 
PANW Palo Alto Networks, Inc.
+3.13%
+$66.48 
IBRX ImmunityBio, Inc.
+2.89%
+$107.5 
CB Chubb Limited
+2.83%
+$1,535.76 
SNDA Sonida Senior Living Inc.
+2.62%
+$331.78 
ABT Abbott Laboratories
+2.51%
+$248 
TENB Tenable Holdings Inc.
+2.45%
+$195 
MRK Merck & Co., Inc.
+2.31%
+$2.95 
CSCO Cisco Systems, Inc.
+2.24%
+$865.92 
BMY Bristol-Myers Squibb Company
+2.17%
+$1.31 
PGR Progressive Corporation
+2.15%
+$953.52 
MU Micron Technology, Inc.
+2.12%
+$1,919.66 
VTR Ventas Inc.
+2.05%
+$241.8 
NET Cloudflare Inc.
+2%
+$3,651.5 
MO Altria Group, Inc.
+1.93%
+$514.65 
XOM Exxon Mobil Corporation
+1.91%
+$5,457.14 
MCK McKesson Corporation
+1.8%
+$151.75 
VLO Valero Energy Corporation
+1.77%
+$602.29 
COP ConocoPhillips
+1.75%
+$817.55 
RTX RTX Corporation
+1.72%
+$11,396.08 
ITA iShares U.S. Aerospace & Defense ETF
+1.69%
+$304.98 
BP BP p.l.c. Sponsored ADR
+1.68%
+$575.46 
HWM Howmet Aerospace Inc.
+1.61%
+$12,164.37 
BRK-B Berkshire Hathaway Inc.
+1.6%
+$58,407.44 
TDG TransDigm Group Inc.
+1.54%
+$570.3 
XBI SPDR S&P Biotech ETF
+1.53%
+$484.64 
CVS CVS Health Corporation
+1.53%
+$1,082.32 
ORCL Oracle Corporation
+1.49%
+$2,675.1 
SHLD Global X Defense Tech ETF
+1.47%
+$325.6 
COR Cencora, Inc.
+1.43%
+$273.11 
WFC Wells Fargo & Company
+1.4%
+$1,549.92 
GD General Dynamics Corporation
+1.39%
+$498.58 
CI The Cigna Group
+1.39%
+$3,543.67 
XLE Energy Select Sector SPDR Fund
+1.36%
+$2,610.2 
HON Honeywell International Inc.
+1.32%
+$7.5 
ABBV AbbVie Inc.
+1.31%
+$334 
WDAY Workday Inc.
+1.28%
+$31.62 
LLY Eli Lilly and Company
+1.26%
+$2,599.51 
AWK American Water Works Company, Inc.
+1.25%
+$175.77 
PM Philip Morris International Inc.
+1.23%
+$1,942.72 
EOG EOG Resources, Inc.
+1.23%
+$357 
WSM Williams-Sonoma, Inc.
+1.15%
+$34.06 
IYE iShares U.S. Energy ETF
+1.14%
+$2,559.9 
CTVA Corteva Inc.
+1.13%
+$641.9 
VLTO Veralto Corporation
+1.08%
+$117.3 
UNH UnitedHealth Group Incorporated
+1.08%
+$1,039.66 
RAL Ralliant Corporation
+1.08%
+$12.24 
NSC Norfolk Southern Corporation
+1.02%
+$401.36 
AMT American Tower Corporation
+0.99%
+$132.72 
PEG Public Service Enterprise Group Incorporated
+0.99%
+$533.25 
RDIV Invesco S&P Ultra Dividend Revenue ETF
+0.98%
+$75.02 
MMM 3M Company
+0.98%
+$180.12 
PAA Plains All American Pipeline, L.P.
+0.93%
+$264.66 
SPG Simon Property Group, Inc.
+0.92%
+$128.71 
MET MetLife Inc.
+0.92%
+$199.52 
WMT Walmart Inc.
+0.92%
+$1,394.71 
NANR SPDR S&P North American Natural Resources ETF
+0.89%
+$591.15 
SO The Southern Company
+0.87%
+$131.04 
ADC Agree Realty Corporation
+0.83%
+$442.2 
PH Parker-Hannifin Corporation
+0.81%
+$672.51 
MSOS AdvisorShares Pure US Cannabis ETF
+0.8%
+$39.9 
MDLZ Mondelez International, Inc.
+0.78%
+$102.72 
PFE Pfizer Inc.
+0.76%
+$1.33 
GEV GE Vernova Inc.
+0.73%
+$1,788.36 
BA Boeing Company
+0.73%
+$572.52 
LUMN Lumen Technologies Inc.
+0.72%
+$1.32 
ET Energy Transfer L.P.
+0.72%
+$300.73 
EXE Expand Energy Corporation
+0.71%
+$51.66 
BAC Bank of America Corporation
+0.71%
+$5,246.97 
PG Procter & Gamble Co
+0.66%
+$42.21 
LNG Cheniere Energy Inc.
+0.66%
+$155.6 
DVY iShares Select Dividend ETF
+0.63%
+$904.74 
IDU iShares U.S. Utilities ETF
+0.61%
+$22.56 
VNQ Vanguard Real Estate ETF
+0.6%
+$2,539.8 
STOK Stoke Therapeutics Inc.
+0.59%
+$24.96 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.59%
+$12.91 
IYK iShares U.S. Consumer Staples ETF
+0.59%
+$161.53 
DD DuPont de Nemours, Inc.
+0.58%
+$89.35 
GLD SPDR Gold Shares
+0.55%
+$983.74 
SCHD Schwab U.S. Dividend Equity ETF
+0.55%
+$550.44 
EGP EastGroup Properties Inc.
+0.53%
+$112.1 
IAU iShares Gold Trust
+0.52%
+$263.25 
NEE NextEra Energy, Inc.
+0.52%
+$148.8 
MGV Vanguard Mega Cap Value ETF
+0.5%
+$226.32 
XLV Health Care Select Sector SPDR Fund
+0.5%
+$264.06 
UL Unilever PLC Sponsored American Depositary Receipt
+0.49%
+$137.02 
SDY SPDR S&P Dividend ETF
+0.48%
+$304.26 
ES Eversource Energy
+0.43%
+$62.4 
VST Vistra Corp
+0.42%
+$64.64 
XLB Materials Select Sector SPDR Fund
+0.41%
+$0.21 
MOS Mosaic Company
+0.4%
+$1.62 
HD The Home Depot, Inc.
+0.37%
+$338 
AJG Arthur J. Gallagher & Co.
+0.36%
+$117.18 
GPRO GoPro Inc.
+0.34%
+$0.92 
JPM JPMorgan Chase & Co.
+0.34%
+$983.26 
USMV iShares MSCI USA Min Vol Factor ETF
+0.33%
+$14.08 
VNT Vontier Corporation
+0.33%
+$2 
RGR Sturm, Ruger & Company, Inc.
+0.31%
+$44.76 
NUE Nucor Corporation
+0.3%
+$53.26 
ORLY O'Reilly Automotive Inc.
+0.3%
+$10.92 
MTRN Materion Corporation
+0.26%
+$0.64 
IYF iShares U.S. Financials ETF
+0.26%
+$75.6 
CGCB Capital Group Core Bond ETF
+0.25%
+$28.6 
USB U.S. Bancorp
+0.25%
+$83.2 
IVE ISHARES S&P 500 VALUE ETF
+0.22%
+$288.59 
IUSV iShares Core S&P U.S. Value ETF
+0.22%
+$11.25 
Q Qnity Electronics Inc.
+0.22%
+$51 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.21%
+$0.1 
URI United Rentals, Inc.
+0.21%
+$4.55 
ETN Eaton Corporation plc
+0.21%
+$120.35 
NOW ServiceNow, Inc.
+0.2%
+$226.8 
CGCP Capital Group Core Plus Income ETF
+0.18%
+$11.96 
BND Vanguard Total Bond Market Index Fund
+0.18%
+$17.28 
LIN Linde plc
+0.15%
+$22.95 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.14%
+$1.04 
VONV Vanguard Russell 1000 Value Index Fund
+0.13%
+$632.05 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.13%
+$0.26 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.13%
+$4.69 
COST Costco Wholesale Corporation
+0.13%
+$3,218.92 
CRWV CoreWeave, Inc.
+0.12%
+$3.6 
STIP iShares 0-5 Year TIPS Bond ETF
+0.12%
+$0.5 
IWD iShares Russell 1000 Value ETF
+0.12%
+$475 
RSG Republic Services, Inc.
+0.1%
+$58.88 
SLV iShares Silver Trust
+0.1%
+$258 
RSP Invesco S&P 500 Equal Weight ETF
+0.1%
+$173.46 
CEG Constellation Energy Corporation
+0.09%
+$3.06 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.09%
+$1.1 
AVY Avery Dennison Corporation
+0.09%
+$0.14 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.07%
+$57.4 
DOV Dover Corporation
+0.07%
+$22.65 
IAGG iShares International Aggregate Bond Fund
+0.05%
+$0.25 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.05%
+$523.71 
BNDX Vanguard Total International Bond ETF
+0.04%
+$0.26 
VIG Vanguard Dividend Appreciation ETF
+0.04%
+$299.8 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.04%
+$1.28 
JMSI JPMorgan Sustainable Municipal Income ETF
+0.04%
+$0.13 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$2.35 
CGIB Capital Group International Bond USD Hedged Fund
+0.03%
+$0.6 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.03%
+$92.81 
CGSD Capital Group Short Duration Income ETF
+0.02%
+$0.35 
RWK Invesco S&P Midcap 400 Revenue ETF
+0.02%
+$4.42 
CGDG Capital Group Dividend Growers ETF
+0.01%
+$0.43 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.01%
+$29.75 
IWO iShares Russell 2000 Growth ETF
+0.01%
+$11.5 
MUB iShares National Muni Bond ETF
+0.01%
+$0.1 
CGC
0%
$0 
CGHY Capital Group High Yield Bond ETF
0%
$0 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
FSSL
0%
$0 
PKST Peakstone Realty Trust
0%
$0 
SHE SPDR MSCI USA Gender Diversity ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NFXL Direxion Daily Netflix Bull 2X Shares
-17.99%
-$693.87 
ISRG Intuitive Surgical, Inc.
-11.14%
-$8,827.57 
HOOG Leverage Shares 2XL HOOD D ETF
-9.97%
-$2,457 
NFLX Netflix, Inc.
-8.81%
-$1,251.05 
DJT Trump Media & Technology Group Corp.
-6.1%
-$3.53 
HOOD Robinhood Markets, Inc.
-4.91%
-$213,829.08 
META Meta Platforms Inc Class A
-4.51%
-$35,574.37 
AMAT Applied Materials, Inc.
-4.43%
-$5,317.9 
PTIR GraniteShares 2x Palantir ETF
-3.82%
-$1,439.61 
APP AppLovin Corporation Class A Common Stock
-3.73%
-$5,222.84 
BBAI BigBear.ai Holdings Inc.
-3.42%
-$81.9 
NVDL Graniteshares 2x Long Nvidia Daily ETF
-3.4%
-$372.6 
BITX 2X BITCOIN STRATEGY ETF
-3.34%
-$292.33 
BOTZ Global X Robotics & Artificial Intelligence ETF
-3.32%
-$57.82 
NIO Nio Inc.
-3.21%
-$33.12 
CLS Celestica Inc.
-3.19%
-$552.9 
SYK Stryker Corporation
-3.15%
-$156.6 
FIX Comfort Systems USA, Inc.
-2.9%
-$2,047.08 
VRT Vertiv Holdings Co
-2.89%
-$1,598 
ETHA iShares Ethereum Trust
-2.76%
-$266.76 
AAL American Airlines Group Inc.
-2.76%
-$245.96 
ETHE Grayscale Ethereum Trust ETF
-2.71%
-$295.61 
QLD ProShares Ultra QQQ
-2.62%
-$7,178.08 
TSLA Tesla, Inc.
-2.58%
-$15,309.03 
AVL Dx Daily Avgo Bull 2X Shares
-2.48%
-$156.41 
INTC Intel Corporation
-2.48%
-$1,341.6 
TXN Texas Instruments Inc
-2.42%
-$585.96 
MCHI iShares MSCI China ETF
-2.41%
-$513.49 
AXON Axon Enterprise, Inc.
-2.4%
-$3,711.14 
GOOGL Alphabet Inc
-2.39%
-$7,331.03 
GOOG Alphabet Inc
-2.36%
-$9,720.13 
KO The Coca-Cola Company
-2.34%
-$2,224.82 
ASML ASML Holding N.V. New York Registry Shares
-2.32%
-$537.29 
IBM International Business Machines Corporation
-2.31%
-$3,787.5 
AMD Advanced Micro Devices, Inc.
-2.17%
-$8,929.8 
SOXX iShares Semiconductor ETF
-2.16%
-$413.28 
SPCE Virgin Galactic Holdings Inc.
-2.12%
-$0.55 
BLOK Amplify Transformational Data Sharing ETF
-2.1%
-$284.88 
COIN Coinbase Global, Inc.
-2.09%
-$251.25 
ARKF Ark Fintech Innovation ETF
-2.03%
-$89.88 
EW Edwards Lifesciences Corporation
-2.03%
-$2,136 
MSFT Microsoft Corp.
-2.01%
-$69,488.09 
PLTR Palantir Technologies Inc.
-1.9%
-$73,608.3 
BMNR Bitmine Immersion Technologies, Inc.
-1.88%
-$305.08 
ARKK ARK Innovation ETF Fund
-1.84%
-$2.82 
SAP SAP SE Sponsored ADR
-1.81%
-$87.9 
LUV Southwest Airlines Co.
-1.81%
-$279.24 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-1.78%
-$23.52 
ARKQ Ark Autonomous Technology & Robotics ETF
-1.76%
-$6.22 
MCHP Microchip Technology Incorporated
-1.75%
-$494.78 
CCL Carnival Corporation Ltd.
-1.75%
-$47 
NVDA NVIDIA Corporation
-1.74%
-$276,330.29 
BITO ProShares Bitcoin ETF
-1.72%
-$121.35 
BTC Grayscale Bitcoin Mini Trust ETF
-1.67%
-$20.9 
BTCW WisdomTree Bitcoin Fund
-1.64%
-$17,390.65 
WSO Watsco Inc.
-1.63%
-$100.4 
GBTC Grayscale Bitcoin Trust ETF
-1.63%
-$181.44 
COF Capital One Financial Corporation
-1.62%
-$1,231.52 
IBIT iShares Bitcoin Trust
-1.62%
-$283.2 
LOPE Grand Canyon Education Inc.
-1.62%
-$457.04 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-1.6%
-$100 
V Visa Inc. Class A
-1.59%
-$1,069.04 
XLC Communication Services Select Sector SPDR Fund
-1.59%
-$442.13 
FLNG Flex LNG Ltd.
-1.57%
-$710.99 
MGK Vanguard Mega Cap Growth ETF
-1.55%
-$44,675.7 
GS The Goldman Sachs Group, Inc.
-1.55%
-$13,287.48 
NVO Novo Nordisk A/S Sponsored ADR
-1.51%
-$470.34 
MFA MFA Financial Inc.
-1.51%
-$0.43 
VUG Vanguard Growth ETF
-1.49%
-$7,368.48 
CGGR Capital Group Growth ETF
-1.47%
-$72.9 
BSX Boston Scientific Corporation
-1.45%
-$23.22 
QCOM QUALCOMM Incorporated
-1.43%
-$53.68 
ROK Rockwell Automation, Inc.
-1.38%
-$25.88 
ADI Analog Devices, Inc.
-1.38%
-$822.68 
NRG NRG Energy, Inc.
-1.37%
-$4,719.26 
ESGE iShares ESG Aware MSCI EM ETF
-1.36%
-$18.9 
WMB The Williams Companies, Inc.
-1.35%
-$579.74 
ACN Accenture plc Class A
-1.35%
-$742.95 
MA Mastercard Incorporated
-1.32%
-$79.86 
QQQM Invesco NASDAQ 100 ETF
-1.3%
-$7.54 
CGNG Capital Group New Geography Equity ETF
-1.27%
-$48.6 
AXP American Express Company
-1.27%
-$599.98 
SSO ProShares Ultra S&P500
-1.27%
-$2,392.52 
QQQ Invesco QQQ Trust, Series 1
-1.26%
-$464,020.66 
RR Richtech Robotics Inc.
-1.24%
-$40 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.21%
-$105.42 
AEM Agnico Eagle Mines Limited
-1.2%
-$131.2 
IWF iShares Russell 1000 Growth ETF
-1.17%
-$7,900.88 
IUSG iShares Core S&P U.S. Growth ETF
-1.17%
-$358.05 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.16%
-$371.27 
MAR Marriott International Inc. - Class A
-1.15%
-$260.47 
XLK State Street Technology Select Sector SPDR ETF
-1.14%
-$1,343.3 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.12%
-$904.22 
DIS The Walt Disney Company
-1.11%
-$52.17 
FTEC Fidelity MSCI Information Technology Index ETF
-1.1%
-$342.57 
XRPC Canary XRP ETF
-1.07%
-$49.5 
DHI D.R. Horton, Inc.
-1.07%
-$2,314.95 
AVGO Broadcom Inc.
-1.07%
-$6,930.65 
SPGI S&P Global Inc.
-1.03%
-$203.39 
MS Morgan Stanley
-1.03%
-$2,047.5 
XME SPDR S&P Metals & Mining ETF
-1.02%
-$139.38 
AYI Acuity Brands Inc.
-0.99%
-$107.68 
IXUS iShares Core International Stock ETF
-0.98%
-$531.76 
VGT Vanguard Information Technology ETF
-0.98%
-$62.44 
CGIE Capital Group International Equity ETF
-0.97%
-$45.09 
CNBS Amplify Seymour Cannabis ETF
-0.97%
-$191.96 
MJ Amplify Alternative Harvest ETF
-0.97%
-$4.83 
SRCE 1st Source Corporation
-0.95%
-$2,296.66 
GGN GAMCO Global Gold, Natural Resources & Income Trust
-0.93%
-$4.63 
DHR Danaher Corporation
-0.93%
-$302.89 
BLK BlackRock, Inc.
-0.92%
-$448.65 
B BARRICK MINING CORP Common Stock (ABR0)
-0.9%
-$114.34 
QUAL iShares MSCI USA Quality Factor ETF
-0.9%
-$285.12 
RPG Invesco S&P 500 Pure Growth ETF
-0.89%
-$478.38 
DSI iShares MSCI KLD 400 Social ETF
-0.89%
-$376.5 
ESGV Vanguard ESG U.S. Stock ETF
-0.87%
-$11.55 
FSK FS KKR Capital Corp.
-0.85%
-$760.86 
SBUX Starbucks Corporation
-0.85%
-$21.16 
CGNT Cognyte Software Ltd.
-0.84%
-$49.95 
RXRX Recursion Pharmaceuticals, Inc.
-0.83%
-$74.65 
CGGO Capital Group Global Growth Equity ETF
-0.8%
-$20.16 
CGUS Capital Group Core Equity ETF
-0.75%
-$114.57 
EFA iShares MSCI EAFE ETF
-0.72%
-$1,238.25 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.69%
-$0.71 
GDDY Godaddy Inc.
-0.69%
-$31.68 
NACP Impact Shares NAACP Minority Empowerment ETF
-0.64%
-$2.64 
ESGU iShares ESG Aware MSCI USA ETF
-0.63%
-$7.25 
XT iShares Future Exponential Technologies ETF
-0.62%
-$787.8 
MGM MGM Resorts International
-0.62%
-$29 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.61%
-$74.82 
AN AutoNation Inc.
-0.61%
-$123.19 
VOO Vanguard S&P 500 ETF
-0.6%
-$2,888.13 
AOA iShares Core Aggressive Allocation ETF
-0.59%
-$75.81 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$12,918.12 
FCX Freeport-McMoRan Inc.
-0.58%
-$197.54 
IWV ISHARES RUSSELL 3000 ETF
-0.58%
-$54.34 
XHB SPDR S&P Homebuilders ETF
-0.58%
-$279.68 
STXF Strive 500 ETF
-0.58%
-$158.26 
VOTE TCW Transform 500 ETF
-0.58%
-$2.04 
IVV iShares Core S&P 500 ETF
-0.57%
-$182,322.47 
IYY iShares Dow Jones U.S. ETF
-0.57%
-$535.5 
SUSA iShares MSCI USA ESG Select ETF
-0.57%
-$164.61 
NEM Newmont Corporation
-0.57%
-$0.52 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.56%
-$188.6 
AMZN Amazon.com Inc
-0.55%
-$11,837.64 
NVAX Novavax Inc.
-0.55%
-$2.21 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.54%
-$24 
IWB iShares Russell 1000 ETF
-0.54%
-$847 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.53%
-$2,763.13 
CRBN iShares MSCI ACWI Low Carbon Target ETF
-0.52%
-$65.5 
SCHB Schwab U.S. Broad Market ETF
-0.52%
-$160.05 
CGDV Capital Group Dividend Value ETF
-0.48%
-$47.94 
AAPL Apple Inc.
-0.44%
-$36,343.13 
SCHW Charles Schwab Corporation
-0.43%
-$275 
LOW Lowe's Companies Inc.
-0.41%
-$66.88 
EBAY eBay Inc.
-0.4%
-$0.45 
QQQJ Invesco NASDAQ Next Gen 100 ETF
-0.4%
-$3.15 
SOLS Sollensys Corp
-0.38%
-$0.22 
VGK Vanguard FTSE Europe ETF
-0.38%
-$104.72 
AAPU Direxion Daily AAPL Bull 2X Shares
-0.37%
-$125.29 
VBK Vanguard Small-Cap Growth ETF
-0.36%
-$39.68 
CRM Salesforce Inc
-0.36%
-$359.77 
FNDF Schwab Fundamental International Large Company Index ETF
-0.35%
-$94.91 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.32%
-$848.16 
IYG iShares U.S. Financial Services ETF
-0.31%
-$18.3 
IJS iShares S&P Small-Cap 600 Value ETF
-0.29%
-$499.6 
IJR iShares Core S&P Small-Cap ETF
-0.28%
-$78.72 
BANR Banner Corporation
-0.23%
-$84.57 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.23%
-$160.5 
VOT Vanguard Mid-Cap Growth ETF
-0.22%
-$43.55 
IWN iShares Russell 2000 Value ETF
-0.21%
-$32.16 
FOCT FT Vest U.S. Equity Buffer ETF
-0.21%
-$907.39 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.2%
-$9.69 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.19%
-$98 
XSW SPDR S&P Software & Services ETF
-0.18%
-$34.88 
FTV Fortive Corporation
-0.18%
-$5.72 
ARM Arm Holdings plc American Depositary Receipt
-0.15%
-$386.49 
VB Vanguard Small-Cap ETF
-0.15%
-$10.56 
PEP PepsiCo, Inc.
-0.14%
-$10 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.14%
-$0.23 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$3,465.24 
CARR Carrier Global Corporation
-0.13%
-$242.64 
IJH iShares Core S&P Mid-Cap ETF
-0.12%
-$578.46 
CME CME Group Inc.
-0.12%
-$43.8 
UFEB Innovator U.S. Equity Ultra ETF
-0.12%
-$44.82 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.1%
-$261.1 
MCD McDonald's Corporation
-0.1%
-$45.1 
TJX The TJX Companies, Inc.
-0.1%
-$117.44 
CHWY Chewy Inc.
-0.09%
-$1 
PNC The PNC Financial Services Group, Inc.
-0.09%
-$33.81 
CAT Caterpillar Inc.
-0.09%
-$148.98 
AZN AstraZeneca PLC American Depositary Shares
-0.07%
-$0.23 
IWM iShares Russell 2000 ETF
-0.06%
-$382.66 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.06%
-$56.7 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.06%
-$55.45 
CGUI Capital Group Ultra Short Income ETF
-0.06%
-$0.92 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.04%
-$567.63 
XLF Financial Select Sector SPDR Fund
-0.04%
-$229.4 
MICC The Magnum Ice Cream Company N.V.
-0.03%
-$0.49 
OTIS Otis Worldwide Corporation
-0.03%
-$14.06 
VICI Vici Properties Inc.
-0.02%
-$1.95 
VTWO Vanguard Russell 2000 ETF
-0.01%
-$0.89 Events
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Dividends
Dividend Analysis
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| Trades 1298 | Longs Won 451/1298 34% | Profit Factor 5.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $331,496.32 |
| Average Win $70,375.54 | Best Trade (Jul 13) $9.75M | Sharpe Ratio -12.62 |
| Average Loss -$7,128.67 | Worst Trade (Mar 31) -$1.55M | Z-Score -6.13 (100%) |
| Commissions $0 | Avg. Trade Length 5m 2d | Expectancy $19,800.76 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 21,277 | 19,149 | 17,021 | 14,894 | 12,766 | 10,638 | 8,511 | 6,383 | 4,255 | 2,128 |
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Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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