Disclosed trades
0
Estimated volume
—
sum of bracket midpoints
Typical delay
—
trade to filing
Last filed
—
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None of this member's disclosed purchases could be priced — they may have disclosed only sales, or only assets with no market price.
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Holdings, 2025
Weights are each holding's share of roughly $120K in stocks, funds and ETFs — bank accounts and property are left out of the denominator
| Asset | Weight |
|---|---|
| Charles Schwab ⇒ Charles Schwab US MC ETF [MF] | 6.7% |
| Charles Schwab ⇒ Guggenheim S&P 500 Equal Weig Hc ETF [MF] | 6.7% |
| Charles Schwab ⇒ JPMorgan Diversified Rtn GBL EQT ETF [MF] | 6.7% |
| Charles Schwab ⇒ Pimco Invest Grade Corp BND IDX EFT [MF] | 6.7% |
| Charles Schwab ⇒ Powershares Emrg Mkts Sovrgn Dbt ETF [MF] | 6.7% |
| Charles Schwab ⇒ Powershares Fundame H Yield Corp ETF [MF] | 6.7% |
| Charles Schwab ⇒ Powershares S&P 500 Low Volat ETF [MF] | 6.7% |
| Charles Schwab ⇒ Schwab Short Term US Treasury ETF [MF] | 6.7% |
| Charles Schwab ⇒ SChwab US Dividend Equity ETF [MF] | 6.7% |
| Charles Schwab ⇒ Schwab US Large Cap Growth ETF [MF] | 6.7% |
| Charles Schwab ⇒ Schwab US Small Cap ETF [MF] | 6.7% |
| Charles Schwab ⇒ SPDR Blackstone GSO Senior Loan ETF [MF] | 6.7% |
| Charles Schwab ⇒ Spdr Dow Jones Global Real Estate ETF [MF] | 6.7% |
| Charles Schwab ⇒ Spdr Msci Acwi Imi ETF [MF] | 6.7% |
| Charles Schwab ⇒ Wsdmtr Wsdmtr Emr Mkt Qlt Div ETF IV [MF] . | 6.7% |
| 37455 3rd Street [RP] | — |
| DTE Energy [OT] | — |
| Wells Fargo CD [BA] | — |
Disclosed transactions
0 in total, newest first
No transactions on file