Market Indicators & Activity
Broad Market ETF Performance
Shared Market Indicator Legend
■BND (VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES)
■BNDX (VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND ETF SHARES)
■EEM (ISHARES MSCI EMERGING MARKETS ETF)
■IAU (iShares Gold Trust)
■IEFA (ISHARES CORE MSCI EAFE ETF)
■ITOT (ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF)
■IXUS (ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF)
■RSP (INVESCO S&P 500 EQUAL WEIGHT ETF)
■SCHP (SCHWAB U.S. TIPS ETF)
■VEA (Vanguard FTSE Developed Markets ETF)
■VOO (VANGUARD 500 INDEX FUND ETF SHARES)
■VTI (VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES)
■VWO (VANGUARD EMERGING MARKETS STOCK INDEX FUND ETF SHARES)
■VXUS (VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES)
Recent Portfolio Activity (Last 10 Trading Days)
Trading Style:
Methodology:
Category:
| Date | Type | Ticker / Asset | Style | Methodology | Category | % Port |
|---|---|---|---|---|---|---|
| 2026-04-10 | Buy | AMD (Advanced Micro Devices Inc) | Investing | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-10 | Buy | AMD (Advanced Micro Devices Inc) | Trading | Excess Return MMA | Stocks (Large Cap) | 34% |
| 2026-04-10 | Buy | AMD (Advanced Micro Devices Inc) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-10 | Sell | APH (Amphenol Corp - Class A) | Investing | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-10 | Sell | APH (Amphenol Corp - Class A) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-10 | Buy | AVGO (Broadcom Inc) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-10 | Buy | BLK (BlackRock Finance Inc) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-10 | Sell | BSCR (INVESCO BULLETSHARES 2027 CORPORATE BOND ETF) | Trading | Excess Return MMA | Bond ETFs | 34% |
| 2026-04-10 | Buy | CGCP (CAPITAL GROUP CORE PLUS INCOME ETF SHARE CLASS) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-10 | Buy | CGDV (CAPITAL GROUP DIVIDEND VALUE ETF SHARE CLASS) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | COF (Capital One Financial Corp) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-10 | Buy | CWB (SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-10 | Buy | DE (Deere & Company) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-10 | Buy | DE (Deere & Company) | Investing | Excess Return SMA | Stocks (Large Cap) | 100% |
| 2026-04-10 | Buy | DE (Deere & Company) | Investing | Moving Average (50/200) | Stocks (Large Cap) | 100% |
| 2026-04-10 | Buy | DFUS (DIMENSIONAL U.S. EQUITY MARKET ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | DFUS (DIMENSIONAL U.S. EQUITY MARKET ETF) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-10 | Buy | DYNF (ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | DYNF (ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-10 | Buy | EMLC (VANECK J.P. MORGAN EM LOCAL CURRENCY BOND ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-10 | Buy | FTEC (FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF) | Investing | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | FTEC (FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | FTEC (FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-10 | Buy | FTEC (FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | IGIB (ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-10 | Buy | IGSB (ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-10 | Buy | ITOT (ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | ITOT (ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-10 | Buy | IUSG (ISHARES CORE S&P U.S. GROWTH ETF) | Investing | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | IUSG (ISHARES CORE S&P U.S. GROWTH ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | IUSG (ISHARES CORE S&P U.S. GROWTH ETF) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-10 | Buy | IUSG (ISHARES CORE S&P U.S. GROWTH ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | IVV (ISHARES CORE S&P 500 ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | IVV (ISHARES CORE S&P 500 ETF) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-10 | Buy | IVW (ISHARES S&P 500 GROWTH ETF) | Investing | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | IVW (ISHARES S&P 500 GROWTH ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | IVW (ISHARES S&P 500 GROWTH ETF) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-10 | Buy | IVW (ISHARES S&P 500 GROWTH ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Sell | IVW (ISHARES S&P 500 GROWTH ETF) | Investing | Moving Average (50/200) | Stock ETFs | 100% |
| 2026-04-10 | Buy | IWB (ISHARES RUSSELL 1000 ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | IWB (ISHARES RUSSELL 1000 ETF) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-10 | Buy | IWV (ISHARES RUSSELL 3000 ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | IWV (ISHARES RUSSELL 3000 ETF) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-10 | Buy | IYW (ISHARES U.S. TECHNOLOGY ETF) | Investing | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | IYW (ISHARES U.S. TECHNOLOGY ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | IYW (ISHARES U.S. TECHNOLOGY ETF) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-10 | Buy | IYW (ISHARES U.S. TECHNOLOGY ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | JEPI (JPMORGAN EQUITY PREMIUM INCOME ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Sell | JMUB (JPMORGAN MUNICIPAL ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-10 | Buy | LLY (Lilly(Eli) & Company) | Investing | Excess Return MMA | Stocks (Large Cap) | 34% |
| 2026-04-10 | Buy | LLY (Lilly(Eli) & Company) | Investing | Excess Return SMA | Stocks (Large Cap) | 100% |
| 2026-04-10 | Buy | LLY (Lilly(Eli) & Company) | Investing | Moving Average (50/200) | Stocks (Large Cap) | 100% |
| 2026-04-10 | Buy | MGK (VANGUARD MEGA CAP GROWTH INDEX FUND ETF SHARES) | Investing | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | MGK (VANGUARD MEGA CAP GROWTH INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | MGK (VANGUARD MEGA CAP GROWTH INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-10 | Buy | MGK (VANGUARD MEGA CAP GROWTH INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | MTUM (ISHARES MSCI USA MOMENTUM FACTOR ETF) | Investing | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | MTUM (ISHARES MSCI USA MOMENTUM FACTOR ETF) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-10 | Buy | MTUM (ISHARES MSCI USA MOMENTUM FACTOR ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | NVDA (NVIDIA Corp) | Investing | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-10 | Buy | NVDA (NVIDIA Corp) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-10 | Buy | NVDA (NVIDIA Corp) | Trading | Excess Return MMA | Stocks (Large Cap) | 34% |
| 2026-04-10 | Buy | NVDA (NVIDIA Corp) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-10 | Buy | OEF (ISHARES S&P 100 ETF) | Investing | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | OEF (ISHARES S&P 100 ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | OEF (ISHARES S&P 100 ETF) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-10 | Buy | OEF (ISHARES S&P 100 ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | QQQM (INVESCO NASDAQ 100 ETF) | Investing | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | QQQM (INVESCO NASDAQ 100 ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | QQQM (INVESCO NASDAQ 100 ETF) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-10 | Buy | QQQM (INVESCO NASDAQ 100 ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | QQQ (Invesco QQQ Trust Series 1) | Investing | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | QQQ (Invesco QQQ Trust Series 1) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | QQQ (Invesco QQQ Trust Series 1) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-10 | Buy | QQQ (Invesco QQQ Trust Series 1) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | SCCO (Southern Copper Corporation) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-10 | Buy | SCHB (SCHWAB U.S. BROAD MARKET ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | SCHB (SCHWAB U.S. BROAD MARKET ETF) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-10 | Buy | SCHG (SCHWAB U.S. LARGE-CAP GROWTH ETF) | Investing | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | SCHG (SCHWAB U.S. LARGE-CAP GROWTH ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | SCHG (SCHWAB U.S. LARGE-CAP GROWTH ETF) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-10 | Buy | SCHG (SCHWAB U.S. LARGE-CAP GROWTH ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | SCHI (SCHWAB 5-10 YEAR CORPORATE BOND ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-10 | Buy | SCHW (Charles Schwab Corp) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-10 | Buy | SCHX (SCHWAB U.S. LARGE-CAP ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | SCHX (SCHWAB U.S. LARGE-CAP ETF) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-10 | Buy | SDY (SPDR(R) S&P(R) DIVIDEND ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | SPIB (SPDR(R) PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-10 | Buy | SPSB (SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-10 | Buy | SPYG (SPDR(R) PORTFOLIO S&P 500 GROWTH ETF) | Investing | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | SPYG (SPDR(R) PORTFOLIO S&P 500 GROWTH ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | SPYG (SPDR(R) PORTFOLIO S&P 500 GROWTH ETF) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-10 | Buy | SPYG (SPDR(R) PORTFOLIO S&P 500 GROWTH ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Sell | SPYG (SPDR(R) PORTFOLIO S&P 500 GROWTH ETF) | Investing | Moving Average (50/200) | Stock ETFs | 100% |
| 2026-04-10 | Buy | SPYM (SPDR Portfolio S&P 500 ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | SPYM (SPDR Portfolio S&P 500 ETF) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-10 | Buy | SPY (SPDR S&P 500 ETF Trust) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | SPY (SPDR S&P 500 ETF Trust) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-10 | Sell | TXN (Texas Instruments Inc) | Trading | Excess Return MMA | Stocks (Large Cap) | 34% |
| 2026-04-10 | Buy | USIG (ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-10 | Buy | VCIT (VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-10 | Buy | VCSH (VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-10 | Buy | VGT (VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES) | Investing | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | VGT (VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | VGT (VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-10 | Buy | VGT (VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | VHT (VANGUARD HEALTH CARE INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | VOOG (VANGUARD S&P 500 GROWTH INDEX FUND ETF SHARES) | Investing | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | VOOG (VANGUARD S&P 500 GROWTH INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | VOOG (VANGUARD S&P 500 GROWTH INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-10 | Buy | VOOG (VANGUARD S&P 500 GROWTH INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Sell | VOOG (VANGUARD S&P 500 GROWTH INDEX FUND ETF SHARES) | Investing | Moving Average (50/200) | Stock ETFs | 100% |
| 2026-04-10 | Buy | VOO (VANGUARD 500 INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | VOO (VANGUARD 500 INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-10 | Sell | VTEB (VANGUARD TAX-EXEMPT BOND INDEX FUND ETF SHARES) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-10 | Buy | VTI (VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | VTI (VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-10 | Buy | VUG (VANGUARD GROWTH INDEX FUND ETF SHARES) | Investing | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | VUG (VANGUARD GROWTH INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | VUG (VANGUARD GROWTH INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-10 | Buy | VUG (VANGUARD GROWTH INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | VV (VANGUARD LARGE-CAP INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | VV (VANGUARD LARGE-CAP INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-10 | Buy | VXF (VANGUARD EXTENDED MARKET INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-10 | Buy | WMT (Walmart Inc) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-10 | Buy | XLI (THE INDUSTRIAL SELECT SECTOR SPDR FUND) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | XLK (THE TECHNOLOGY SELECT SECTOR SPDR FUND) | Investing | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | XLK (THE TECHNOLOGY SELECT SECTOR SPDR FUND) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | XLK (THE TECHNOLOGY SELECT SECTOR SPDR FUND) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-10 | Buy | XLK (THE TECHNOLOGY SELECT SECTOR SPDR FUND) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-10 | Buy | XLV (THE HEALTH CARE SELECT SECTOR SPDR FUND) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-09 | Buy | ACWI (ISHARES MSCI ACWI ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-09 | Buy | ADI (Analog Devices Inc) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-09 | Buy | AVEM (AVANTIS EMERGING MARKETS EQUITY ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-09 | Buy | AXP (American Express Company) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-09 | Buy | BAC (Bank Of America Corp) | Investing | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-09 | Buy | BAC (Bank Of America Corp) | Trading | Excess Return MMA | Stocks (Large Cap) | 34% |
| 2026-04-09 | Buy | BAC (Bank Of America Corp) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-09 | Buy | BLV (VANGUARD LONG-TERM BOND INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-09 | Buy | BN (Brookfield Corporation - Class A) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-09 | Buy | CAT (Caterpillar Inc) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-09 | Sell | COMT (ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF) | Investing | Excess Return MMA | Commodity ETFs | 34% |
| 2026-04-09 | Sell | COMT (ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF) | Investing | Excess Return MMA | Commodity ETFs | 33% |
| 2026-04-09 | Buy | DFAC (DIMENSIONAL U.S. CORE EQUITY 2 ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-09 | Sell | DGRO (ISHARES CORE DIVIDEND GROWTH ETF) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-09 | Buy | DGRO (ISHARES CORE DIVIDEND GROWTH ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-09 | Buy | DIA (SPDR Dow Jones Industrial Average ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-09 | Buy | EEM (ISHARES MSCI EMERGING MARKETS ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-09 | Sell | EFA (ISHARES MSCI EAFE ETF) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-09 | Sell | FNDX (SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-09 | Buy | HYG (ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-09 | Buy | HYG (ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF) | Trading | Excess Return MMA | Bond ETFs | 34% |
| 2026-04-09 | Sell | IDEV (ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-09 | Sell | IEFA (ISHARES CORE MSCI EAFE ETF) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-09 | Buy | IEMG (ISHARES CORE MSCI EMERGING MARKETS ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-09 | Buy | IUSV (ISHARES CORE S&P U.S. VALUE ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-09 | Buy | IVE (ISHARES S&P 500 VALUE ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-09 | Buy | IWD (ISHARES RUSSELL 1000 VALUE ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-09 | Buy | IWR (ISHARES RUSSELL MID-CAP ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-09 | Buy | IXUS (ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-09 | Buy | JNK (SPDR(R) BLOOMBERG HIGH YIELD BOND ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-09 | Buy | JNK (SPDR(R) BLOOMBERG HIGH YIELD BOND ETF) | Trading | Excess Return MMA | Bond ETFs | 34% |
| 2026-04-09 | Buy | LQD (ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-09 | Buy | MRK (Merck & Co Inc) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-09 | Buy | MTUM (ISHARES MSCI USA MOMENTUM FACTOR ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-09 | Sell | NFLX (Netflix Inc) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-09 | Buy | PFE (Pfizer Inc) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-09 | Buy | RDVY (FIRST TRUST RISING DIVIDEND ACHIEVERS ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-09 | Buy | RSP (INVESCO S&P 500 EQUAL WEIGHT ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-09 | Buy | SCHF (SCHWAB INTERNATIONAL EQUITY ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-09 | Buy | SHYG (ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-09 | Buy | SHYG (ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF) | Trading | Excess Return MMA | Bond ETFs | 34% |
| 2026-04-09 | Buy | SJNK (SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-09 | Buy | SMH (VANECK SEMICONDUCTOR ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-09 | Buy | SPHY (SPDR PORTFOLIO HIGH YIELD BOND ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-09 | Buy | SPYV (SPDR(R) PORTFOLIO S&P 500 VALUE ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-09 | Buy | SRLN (SPDR BLACKSTONE SENIOR LOAN ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-09 | Buy | SRLN (SPDR BLACKSTONE SENIOR LOAN ETF) | Trading | Excess Return MMA | Bond ETFs | 34% |
| 2026-04-09 | Buy | SRLN (SPDR BLACKSTONE SENIOR LOAN ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-09 | Buy | TMO (Thermo Fisher Scientific Inc) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-09 | Buy | TXN (Texas Instruments Inc) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-09 | Buy | UNP (Union Pacific Corp) | Investing | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-09 | Buy | UNP (Union Pacific Corp) | Investing | Excess Return SMA | Stocks (Large Cap) | 100% |
| 2026-04-09 | Buy | USHY (ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-09 | Buy | USHY (ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF) | Trading | Excess Return MMA | Bond ETFs | 34% |
| 2026-04-09 | Buy | VBK (VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-09 | Buy | VEU (VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-09 | Buy | VIG (VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-09 | Buy | VO (VANGUARD MID-CAP INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-09 | Sell | VTI (VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES) | Investing | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-09 | Buy | VTV (VANGUARD VALUE INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-09 | Buy | VT (VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-09 | Sell | VWOB (VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-09 | Buy | VWO (VANGUARD EMERGING MARKETS STOCK INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-09 | Buy | VXUS (VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-09 | Buy | XLC (THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-09 | Sell | XLE (THE ENERGY SELECT SECTOR SPDR FUND) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-09 | Sell | XOM (Exxon Mobil Corp) | Investing | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-08 | Sell | AMGN (AMGEN Inc) | Investing | Excess Return MMA | Stocks (Large Cap) | 34% |
| 2026-04-08 | Buy | BAC (Bank Of America Corp) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-08 | Sell | BOND (PIMCO ACTIVE BOND EXCHANGE-TRADED FUND) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-08 | Buy | BSCR (INVESCO BULLETSHARES 2027 CORPORATE BOND ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-08 | Buy | BSCR (INVESCO BULLETSHARES 2027 CORPORATE BOND ETF) | Trading | Excess Return MMA | Bond ETFs | 34% |
| 2026-04-08 | Sell | DFUS (DIMENSIONAL U.S. EQUITY MARKET ETF) | Investing | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-08 | Sell | DFUS (DIMENSIONAL U.S. EQUITY MARKET ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-08 | Buy | EFA (ISHARES MSCI EAFE ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-08 | Buy | EMLC (VANECK J.P. MORGAN EM LOCAL CURRENCY BOND ETF) | Investing | Excess Return MMA | Bond ETFs | 34% |
| 2026-04-08 | Buy | EMLC (VANECK J.P. MORGAN EM LOCAL CURRENCY BOND ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-08 | Buy | FNDX (SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-08 | Buy | GE (General Electric Company) | Investing | Excess Return MMA | Stocks (Large Cap) | 34% |
| 2026-04-08 | Sell | IBM (International Business Machines Corp) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-08 | Buy | IDEV (ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-08 | Buy | IEFA (ISHARES CORE MSCI EAFE ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-08 | Sell | IJH (ISHARES CORE S&P MID-CAP ETF) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-08 | Sell | ITOT (ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF) | Investing | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-08 | Sell | ITOT (ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-08 | Sell | IWD (ISHARES RUSSELL 1000 VALUE ETF) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-08 | Sell | IWV (ISHARES RUSSELL 3000 ETF) | Investing | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-08 | Sell | IWV (ISHARES RUSSELL 3000 ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-08 | Sell | JEPI (JPMORGAN EQUITY PREMIUM INCOME ETF) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-08 | Buy | JPIE (JPMORGAN INCOME ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-08 | Buy | JPM (JPMorgan Chase & Company) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-08 | Sell | MDY (S&P MidCap 400 ETF) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-08 | Buy | SCCO (Southern Copper Corporation) | Investing | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-08 | Buy | SCCO (Southern Copper Corporation) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-08 | Sell | SCHB (SCHWAB U.S. BROAD MARKET ETF) | Investing | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-08 | Sell | SCHB (SCHWAB U.S. BROAD MARKET ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-08 | Buy | SCHD (SCHWAB U.S. DIVIDEND EQUITY ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-08 | Sell | SCHW (Charles Schwab Corp) | Investing | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-08 | Sell | SCHW (Charles Schwab Corp) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-08 | Buy | SOXX (ISHARES SEMICONDUCTOR ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-08 | Buy | SPDW (SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-08 | Sell | TMO (Thermo Fisher Scientific Inc) | Investing | Moving Average (50/200) | Stocks (Large Cap) | 100% |
| 2026-04-08 | Sell | TMUS (T-Mobile US Inc) | Investing | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-08 | Sell | VBR (VANGUARD SMALL-CAP VALUE INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-08 | Buy | VB (VANGUARD SMALL-CAP INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-08 | Buy | VCLT (VANGUARD LONG-TERM CORPORATE BOND INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-08 | Buy | VEA (Vanguard FTSE Developed Markets ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-08 | Sell | VRTX (Vertex Pharmaceuticals Inc) | Trading | Excess Return MMA | Stocks (Large Cap) | 34% |
| 2026-04-08 | Sell | VTI (VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-08 | Buy | VXF (VANGUARD EXTENDED MARKET INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-08 | Buy | VYM (VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-08 | Sell | WFC (Wells Fargo & Company) | Investing | Moving Average (50/200) | Stocks (Large Cap) | 100% |
| 2026-04-07 | Sell | ABBV (Abbvie Inc) | Trading | Excess Return MMA | Stocks (Large Cap) | 34% |
| 2026-04-07 | Buy | ADI (Analog Devices Inc) | Investing | Excess Return SMA | Stocks (Large Cap) | 100% |
| 2026-04-07 | Buy | ADI (Analog Devices Inc) | Investing | Moving Average (50/200) | Stocks (Large Cap) | 100% |
| 2026-04-07 | Buy | ADI (Analog Devices Inc) | Trading | Moving Average (50/200) | Stocks (Large Cap) | 100% |
| 2026-04-07 | Buy | APP (Applovin Corp - Class A) | Investing | Excess Return MMA | Stocks (Large Cap) | 34% |
| 2026-04-07 | Sell | BOND (PIMCO ACTIVE BOND EXCHANGE-TRADED FUND) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-07 | Buy | COF (Capital One Financial Corp) | Investing | Excess Return SMA | Stocks (Large Cap) | 100% |
| 2026-04-07 | Buy | COWZ (PACER US CASH COWS 100 ETF) | Investing | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-07 | Buy | COWZ (PACER US CASH COWS 100 ETF) | Investing | Excess Return SMA | Stock ETFs | 100% |
| 2026-04-07 | Buy | DVY (ISHARES SELECT DIVIDEND ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-07 | Buy | EFV (ISHARES MSCI EAFE VALUE ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-07 | Sell | FLOT (ISHARES FLOATING RATE BOND ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-07 | Buy | FNDF (SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-07 | Buy | GE (General Electric Company) | Investing | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-07 | Buy | IJH (ISHARES CORE S&P MID-CAP ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-07 | Sell | IJR (ISHARES CORE S&P SMALL-CAP ETF) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-07 | Buy | IWM (ISHARES RUSSELL 2000 ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-07 | Sell | JMUB (JPMORGAN MUNICIPAL ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-07 | Buy | MDY (S&P MidCap 400 ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-07 | Buy | PLTR (Palantir Technologies Inc - Class A) | Trading | Excess Return MMA | Stocks (Large Cap) | 34% |
| 2026-04-07 | Sell | RSP (INVESCO S&P 500 EQUAL WEIGHT ETF) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-07 | Buy | SCHA (SCHWAB U.S. SMALL-CAP ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-07 | Buy | SCHW (Charles Schwab Corp) | Investing | Excess Return SMA | Stocks (Large Cap) | 100% |
| 2026-04-07 | Buy | SCHW (Charles Schwab Corp) | Investing | Moving Average (50/200) | Stocks (Large Cap) | 100% |
| 2026-04-07 | Buy | SCHW (Charles Schwab Corp) | Trading | Moving Average (50/200) | Stocks (Large Cap) | 100% |
| 2026-04-07 | Buy | VBR (VANGUARD SMALL-CAP VALUE INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-07 | Buy | VGK (VANGUARD EUROPEAN STOCK INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-07 | Buy | VOE (VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-07 | Buy | WFC (Wells Fargo & Company) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-07 | Sell | XLC (THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND) | Investing | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-07 | Buy | XLF (THE FINANCIAL SELECT SECTOR SPDR FUND) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-06 | Buy | APP (Applovin Corp - Class A) | Investing | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-06 | Buy | BA (Boeing Company) | Investing | Excess Return SMA | Stocks (Large Cap) | 100% |
| 2026-04-06 | Buy | BA (Boeing Company) | Investing | Moving Average (50/200) | Stocks (Large Cap) | 100% |
| 2026-04-06 | Buy | BA (Boeing Company) | Trading | Moving Average (50/200) | Stocks (Large Cap) | 100% |
| 2026-04-06 | Buy | BSX (Boston Scientific Corp) | Investing | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-06 | Sell | CRM (Salesforce Inc) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-06 | Sell | DYNF (ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF) | Investing | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-06 | Sell | DYNF (ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-06 | Buy | GS (Goldman Sachs Group Inc) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-06 | Buy | IJR (ISHARES CORE S&P SMALL-CAP ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-06 | Sell | IVV (ISHARES CORE S&P 500 ETF) | Investing | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-06 | Sell | IVV (ISHARES CORE S&P 500 ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-06 | Sell | IWB (ISHARES RUSSELL 1000 ETF) | Investing | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-06 | Sell | IWB (ISHARES RUSSELL 1000 ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-06 | Sell | IWR (ISHARES RUSSELL MID-CAP ETF) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-06 | Buy | MDT (Medtronic Plc) | Investing | Excess Return SMA | Stocks (Large Cap) | 100% |
| 2026-04-06 | Buy | MDT (Medtronic Plc) | Investing | Moving Average (50/200) | Stocks (Large Cap) | 100% |
| 2026-04-06 | Buy | MDT (Medtronic Plc) | Trading | Moving Average (50/200) | Stocks (Large Cap) | 100% |
| 2026-04-06 | Buy | MS (Morgan Stanley) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-06 | Sell | PGR (Progressive Corp) | Investing | Excess Return SMA | Stocks (Large Cap) | 100% |
| 2026-04-06 | Sell | SPYM (SPDR Portfolio S&P 500 ETF) | Investing | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-06 | Sell | SPYM (SPDR Portfolio S&P 500 ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-06 | Sell | SPY (SPDR S&P 500 ETF Trust) | Investing | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-06 | Sell | SPY (SPDR S&P 500 ETF Trust) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-06 | Sell | SUB (ISHARES SHORT-TERM NATIONAL MUNI BOND ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-06 | Buy | SYK (Stryker Corp) | Investing | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-06 | Buy | SYK (Stryker Corp) | Investing | Excess Return SMA | Stocks (Large Cap) | 100% |
| 2026-04-06 | Sell | UBER (Uber Technologies Inc) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-06 | Sell | VOO (VANGUARD 500 INDEX FUND ETF SHARES) | Investing | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-06 | Sell | VOO (VANGUARD 500 INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-06 | Sell | VWO (VANGUARD EMERGING MARKETS STOCK INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-06 | Sell | VZ (Verizon Communications Inc) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-06 | Sell | XLC (THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-02 | Buy | AMAT (Applied Materials Inc) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-02 | Buy | BX (Blackstone Inc) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-02 | Buy | COMT (ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF) | Investing | Excess Return MMA | Commodity ETFs | 33% |
| 2026-04-02 | Sell | IEF (ISHARES 7-10 YEAR TREASURY BOND ETF) | Trading | Excess Return MMA | Bond ETFs | 34% |
| 2026-04-02 | Sell | JNK (SPDR(R) BLOOMBERG HIGH YIELD BOND ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-02 | Buy | KKR (KKR & Co. Inc) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-02 | Sell | PM (Philip Morris International Inc) | Trading | Excess Return MMA | Stocks (Large Cap) | 34% |
| 2026-04-02 | Sell | PM (Philip Morris International Inc) | Investing | Excess Return SMA | Stocks (Large Cap) | 100% |
| 2026-04-02 | Sell | PM (Philip Morris International Inc) | Investing | Moving Average (50/200) | Stocks (Large Cap) | 100% |
| 2026-04-02 | Sell | PM (Philip Morris International Inc) | Trading | Moving Average (50/200) | Stocks (Large Cap) | 100% |
| 2026-04-02 | Sell | USMV (ISHARES MSCI USA MIN VOL FACTOR ETF) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-02 | Sell | VB (VANGUARD SMALL-CAP INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-02 | Sell | VGK (VANGUARD EUROPEAN STOCK INDEX FUND ETF SHARES) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-01 | Buy | ADI (Analog Devices Inc) | Investing | Excess Return MMA | Stocks (Large Cap) | 34% |
| 2026-04-01 | Buy | AMAT (Applied Materials Inc) | Investing | Excess Return MMA | Stocks (Large Cap) | 34% |
| 2026-04-01 | Buy | CAT (Caterpillar Inc) | Investing | Excess Return MMA | Stocks (Large Cap) | 34% |
| 2026-04-01 | Sell | CGDV (CAPITAL GROUP DIVIDEND VALUE ETF SHARE CLASS) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-01 | Buy | CWB (SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF) | Investing | Excess Return MMA | Bond ETFs | 34% |
| 2026-04-01 | Buy | CWB (SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-01 | Buy | C (Citigroup Inc) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-01 | Sell | DGRW (WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-01 | Buy | DIS (Walt Disney Co (The)) | Investing | Excess Return SMA | Stocks (Large Cap) | 100% |
| 2026-04-01 | Buy | ETN (Eaton Corporation plc) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-01 | Sell | IUSV (ISHARES CORE S&P U.S. VALUE ETF) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-01 | Sell | IVE (ISHARES S&P 500 VALUE ETF) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-01 | Sell | JCPB (JPMORGAN CORE PLUS BOND ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-01 | Buy | LOW (Lowe`s Cos. Inc) | Investing | Moving Average (50/200) | Stocks (Large Cap) | 100% |
| 2026-04-01 | Buy | LOW (Lowe`s Cos. Inc) | Trading | Moving Average (50/200) | Stocks (Large Cap) | 100% |
| 2026-04-01 | Buy | LRCX (Lam Research Corp) | Investing | Excess Return SMA | Stocks (Large Cap) | 100% |
| 2026-04-01 | Buy | LRCX (Lam Research Corp) | Investing | Moving Average (50/200) | Stocks (Large Cap) | 100% |
| 2026-04-01 | Buy | LRCX (Lam Research Corp) | Trading | Moving Average (50/200) | Stocks (Large Cap) | 100% |
| 2026-04-01 | Buy | META (Meta Platforms Inc - Class A) | Investing | Excess Return SMA | Stocks (Large Cap) | 100% |
| 2026-04-01 | Sell | MS (Morgan Stanley) | Investing | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-01 | Sell | MS (Morgan Stanley) | Trading | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-01 | Buy | PDBC (INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF) | Investing | Excess Return MMA | Commodity ETFs | 33% |
| 2026-04-01 | Buy | PDBC (INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF) | Investing | Excess Return SMA | Commodity ETFs | 100% |
| 2026-04-01 | Sell | PGR (Progressive Corp) | Investing | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-01 | Sell | QCOM (Qualcomm Inc) | Investing | Excess Return MMA | Stocks (Large Cap) | 34% |
| 2026-04-01 | Buy | SCCO (Southern Copper Corporation) | Investing | Excess Return MMA | Stocks (Large Cap) | 34% |
| 2026-04-01 | Sell | SCHA (SCHWAB U.S. SMALL-CAP ETF) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-01 | Sell | SCHP (SCHWAB U.S. TIPS ETF) | Trading | Excess Return MMA | Bond ETFs | 34% |
| 2026-04-01 | Sell | SCHX (SCHWAB U.S. LARGE-CAP ETF) | Investing | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-01 | Sell | SCHX (SCHWAB U.S. LARGE-CAP ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-01 | Buy | SOXX (ISHARES SEMICONDUCTOR ETF) | Investing | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-01 | Buy | SOXX (ISHARES SEMICONDUCTOR ETF) | Investing | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-01 | Buy | SOXX (ISHARES SEMICONDUCTOR ETF) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-01 | Buy | SOXX (ISHARES SEMICONDUCTOR ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-04-01 | Sell | SPGI (S&P Global Inc) | Investing | Excess Return SMA | Stocks (Large Cap) | 100% |
| 2026-04-01 | Sell | SPHY (SPDR PORTFOLIO HIGH YIELD BOND ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-04-01 | Sell | SPYV (SPDR(R) PORTFOLIO S&P 500 VALUE ETF) | Trading | Excess Return MMA | Stock ETFs | 34% |
| 2026-04-01 | Sell | TIP (iShares TIPS Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 34% |
| 2026-04-01 | Buy | TSLA (Tesla Inc) | Investing | Excess Return MMA | Stocks (Large Cap) | 33% |
| 2026-04-01 | Buy | TXN (Texas Instruments Inc) | Trading | Excess Return MMA | Stocks (Large Cap) | 34% |
| 2026-04-01 | Sell | USHY (ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |