Q1  2023 |
≡ |
IWF - iShares Russell 1000 Growth ETF |
Add 4.99% |
573 |
0.02 |
≡ |
PYPL - PayPal Holdings Inc. |
Add 4.55% |
7,884 |
0.09 |
≡ |
VOO - Vanguard S&P 500 ETF |
Add 4.37% |
546 |
0.03 |
≡ |
ESGD - Ishares Trust Ishares Esg Aw |
Add 3.26% |
112 |
0.00 |
≡ |
IJR - Ishares Core S&P Small Cap E |
Add 2.79% |
204 |
0.00 |
≡ |
IVV - Ishares Core S&P 500 ETF |
Add 2.76% |
55 |
0.00 |
≡ |
VWO - Vanguard FTSE Emerging Marke |
Add 2.45% |
645 |
0.00 |
≡ |
CVS - CVS Health Corp. |
Add 2.44% |
7,123 |
0.08 |
≡ |
GOOG - Alphabet Inc. CL C |
Add 2.25% |
3,839 |
0.06 |
≡ |
BK - Bank of New York Mellon Corp. |
Add 1.86% |
9,639 |
0.06 |
≡ |
GILD - Gilead Sciences |
Add 1.82% |
5,753 |
0.07 |
≡ |
IWM - iShares Russell 2000 ETF |
Add 1.79% |
189 |
0.00 |
≡ |
QQQ - Invesco Qqq Trust Series 1 |
Add 1.63% |
35 |
0.00 |
≡ |
CMCSA - Comcast Corp. |
Add 1.34% |
9,001 |
0.05 |
≡ |
GD - General Dynamics |
Add 1.01% |
227 |
0.01 |
≡ |
SPYX - SPDR S&P 500 Fossil Fuel Res |
Add 0.88% |
93 |
0.00 |
≡ |
QCOM - QUALCOMM Inc. |
Add 0.80% |
1,573 |
0.03 |
≡ |
MDY - SPDR S&P Midcap 400 ETF Trst |
Add 0.68% |
38 |
0.00 |
≡ |
MS - Morgan Stanley |
Add 0.58% |
1,508 |
0.02 |
≡ |
TXN - Texas Instruments |
Add 0.45% |
240 |
0.01 |
≡ |
WFC - Wells Fargo |
Add 0.36% |
885 |
0.00 |
≡ |
TSLA - Tesla Inc. |
Add 0.20% |
5 |
0.00 |
≡ |
IEMG - iShares Core MSCI Emerging Markets ETF |
Add 0.09% |
5 |
0.00 |
≡ |
UNP - Union Pacific |
Buy |
51,484 |
1.50 |
≡ |
ACN - Accenture |
Buy |
859 |
0.04 |
≡ |
COST - Costco Co. |
Buy |
556 |
0.04 |
≡ |
NKE - NIKE Inc. |
Buy |
2,139 |
0.04 |
≡ |
BAC - Bank of America Corp. |
Buy |
7,399 |
0.03 |
≡ |
INTU - Intuit Inc. |
Buy |
450 |
0.03 |
≡ |
MCD - McDonald's Corp. |
Buy |
767 |
0.03 |
≡ |
V - Visa Inc. |
Buy |
1,001 |
0.03 |
≡ |
VB - Vanguard Small Cap ETF |
Buy |
1,076 |
0.03 |
≡ |
XLK - Technology Select Sect SPDR |
Buy |
1,467 |
0.03 |
≡ |
EZFL - Ezfill Holdings Inc |
Buy |
4,375 |
0.00 |
Q4  2022 |
≡ |
AMZN - Amazon.com Inc. |
Add 1035.73% |
55,515 |
0.70 |
≡ |
IWR - Ishares Russell Mid Cap ETF |
Add 159.99% |
9,713 |
0.10 |
≡ |
VEA - Vanguard FTSE Developed ETF |
Add 41.76% |
23,410 |
0.15 |
≡ |
IJR - Ishares Core S&P Small Cap E |
Add 41.71% |
2,153 |
0.03 |
≡ |
IWF - iShares Russell 1000 Growth ETF |
Add 37.97% |
3,159 |
0.10 |
≡ |
VOO - Vanguard S&P 500 ETF |
Add 24.36% |
2,448 |
0.13 |
≡ |
VYM - Vanguard High Dvd Yield ETF |
Add 20.07% |
6,464 |
0.11 |
≡ |
IWM - iShares Russell 2000 ETF |
Add 18.97% |
1,686 |
0.04 |
≡ |
HD - Home Depot |
Add 18.10% |
3,158 |
0.15 |
≡ |
MS - Morgan Stanley |
Add 16.75% |
37,562 |
0.48 |
≡ |
AEP - American Electric Power |
Add 14.44% |
15,050 |
0.21 |
≡ |
PYPL - PayPal Holdings Inc. |
Add 13.75% |
20,971 |
0.22 |
≡ |
GOOGL - Alphabet Inc. |
Add 13.74% |
316 |
0.00 |
≡ |
WMT - Walmart Inc. |
Add 5.77% |
309 |
0.00 |
≡ |
TXN - Texas Instruments |
Add 5.68% |
2,900 |
0.07 |
≡ |
IVV - Ishares Core S&P 500 ETF |
Add 4.67% |
89 |
0.00 |
≡ |
QCOM - QUALCOMM Inc. |
Add 4.48% |
8,424 |
0.14 |
≡ |
PNC - PNC Financial Services |
Add 3.69% |
2,790 |
0.07 |
≡ |
AAPL - Apple Inc. |
Add 1.86% |
2,505 |
0.05 |
≡ |
QQQ - Invesco Qqq Trust Series 1 |
Add 0.94% |
20 |
0.00 |
≡ |
IEMG - iShares Core MSCI Emerging Markets ETF |
Add 0.63% |
37 |
0.00 |
≡ |
GOOG - Alphabet Inc. CL C |
Add 0.30% |
510 |
0.01 |
≡ |
BRK.B - Berkshire Hathaway CL B |
Add 0.04% |
1 |
0.00 |
≡ |
TSN - Tyson Foods |
Buy |
46,811 |
0.44 |
≡ |
TCHP - T Rowe Price Blue Chip Growth ETF |
Buy |
22,744 |
0.35 |
≡ |
VWO - Vanguard FTSE Emerging Marke |
Buy |
26,379 |
0.15 |
≡ |
BA - Boeing Co. |
Buy |
1,611 |
0.05 |
≡ |
IWD - Ishares Russell 1000 Value E |
Buy |
2,059 |
0.05 |
≡ |
CL - Colgate-Palmolive |
Buy |
2,650 |
0.03 |
≡ |
DHR - Danaher Corp. |
Buy |
778 |
0.03 |
Q3  2022 |
≡ |
GILD - Gilead Sciences |
Add 96.43% |
161,043 |
1.63 |
≡ |
MRKR - Marker Therapeutics Inc. |
Add 60.00% |
15,000 |
0.01 |
≡ |
BKNG - Booking Holdings Inc. |
Add 30.62% |
1,286 |
0.35 |
≡ |
APD - Air Products & Chemicals |
Add 25.81% |
12,708 |
0.48 |
≡ |
UL - Unilever PLC |
Add 20.38% |
26,177 |
0.19 |
≡ |
MS - Morgan Stanley |
Add 19.03% |
35,860 |
0.46 |
≡ |
CGEN - Compugen Ltd |
Add 18.75% |
18,000 |
0.00 |
≡ |
TXN - Texas Instruments |
Add 14.36% |
6,407 |
0.16 |
≡ |
ABBV - AbbVie Inc. |
Add 9.89% |
14,646 |
0.32 |
≡ |
VYM - Vanguard High Dvd Yield ETF |
Add 6.62% |
1,999 |
0.03 |
≡ |
FI - Fiserv Inc. |
Add 3.13% |
2,754 |
0.04 |
≡ |
IVV - Ishares Core S&P 500 ETF |
Add 1.92% |
36 |
0.00 |
≡ |
FDX - FedEx Corp. |
Add 1.76% |
1,033 |
0.03 |
≡ |
VOO - Vanguard S&P 500 ETF |
Add 1.60% |
158 |
0.01 |
≡ |
GD - General Dynamics |
Add 1.50% |
336 |
0.01 |
≡ |
META - Meta Platforms Inc. |
Add 1.47% |
994 |
0.02 |
≡ |
SBUX - Starbucks Corp. |
Add 1.37% |
1,592 |
0.02 |
≡ |
PARA - Paramount Global CL B |
Add 1.31% |
8,570 |
0.03 |
≡ |
AMGN - Amgen |
Add 1.19% |
690 |
0.03 |
≡ |
USB - U.S. Bancorp |
Add 1.12% |
5,709 |
0.04 |
≡ |
BRK.B - Berkshire Hathaway CL B |
Add 0.81% |
22 |
0.00 |
≡ |
EFA - iShares MSCI EAFE ETF |
Add 0.68% |
140 |
0.00 |
≡ |
CMCSA - Comcast Corp. |
Add 0.25% |
1,881 |
0.01 |
≡ |
XOM - Exxon Mobil Corp. |
Add 0.11% |
5 |
0.00 |
≡ |
HD - Home Depot |
Buy |
17,451 |
0.79 |
≡ |
DCGO - Docgo Inc |
Buy |
55,805 |
0.09 |
≡ |
SKYX - Skyx Platforms Corp |
Buy |
15,000 |
0.01 |
Q2  2022 |
≡ |
IWD - Ishares Russell 1000 Value E |
Add 168.45% |
2,205 |
0.05 |
≡ |
VUG - Vanguard Growth ETF |
Add 153.98% |
3,711 |
0.13 |
≡ |
PYPL - PayPal Holdings Inc. |
Add 133.99% |
100,240 |
1.08 |
≡ |
TXN - Texas Instruments |
Add 133.56% |
25,508 |
0.60 |
≡ |
BK - Bank of New York Mellon Corp. |
Add 114.73% |
302,139 |
1.93 |
≡ |
IWF - iShares Russell 1000 Growth ETF |
Add 66.85% |
3,951 |
0.13 |
≡ |
MRKR - Marker Therapeutics Inc. |
Add 66.67% |
10,000 |
0.00 |
≡ |
IEMG - iShares Core MSCI Emerging Markets ETF |
Add 51.64% |
2,930 |
0.02 |
≡ |
MDT - Medtronic plc |
Add 47.61% |
56,838 |
0.78 |