Fund HoldingsMichels Family Financial, LLC

Total Portfolio Value
$117.31M
Total Bought
$10.09M
Total Sold
$7.58M
Net Transaction
+$2.51M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ISHARES TR
ULTRA SHORT DUR
047,717+47,71702,4202.06%+2,420
SPDR S&P 500 ETF TR(SPY)11,52011,584+646,4447,1576.10%+713
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
028,896+28,89603,1552.69%+3,155
INVESCO QQQ TR4,7094,795+862,2082,6452.25%+437
META PLATFORMS INC(META)2,6222,618-41,5111,9331.65%+422
SCHWAB STRATEGIC TR068,925+68,92502,0131.72%+2,013
ISHARES TR06,469+6,46904,0163.42%+4,016
MICROSOFT CORP(MSFT)2,5462,494-529561,2411.06%+285
WISDOMTREE TR(WT)42,10243,004+9021,5021,7321.48%+230
NVIDIA CORPORATION(NVDA)3,8884,084+1964216450.55%+224
ISHARES TR03,026+3,02602200.19%+220
TAPESTRY INC(TPR)14,61614,210-4061,0291,2481.06%+219
INNOVATOR ETFS TRUST
GRWT100 PWR BUF
03,161+3,16102150.18%+215
INNOVATOR ETFS TRUST
US EQTY PWR BUF
05,300+5,30002090.18%+209
HASBRO INC(HAS)02,814+2,81402080.18%+208
VANGUARD INDEX FDS4,4794,577+981,0961,3021.11%+206
INNOVATOR ETFS TRUST
GRWT100 PWR BUF
03,735+3,73502040.17%+204
JPMORGAN CHASE & CO.(JPM)0700+70002030.17%+203
VANGUARD INDEX FDS02,925+2,92501,2821.09%+1,282
VANGUARD INDEX FDS04,189+4,18902,3802.03%+2,380
TESLA INC(TSLA)02,604+2,60408270.71%+827
ISHARES TR15,66916,166+4971,2811,4451.23%+165
CITIGROUP INC(C)14,47713,992-4851,0281,1911.02%+163
AMAZON COM INC(AMZN)4,8664,945+799261,0850.92%+159
VANGUARD INDEX FDS04,874+4,87401,3501.15%+1,350
SERVICENOW INC(NOW)0630+63006480.55%+648
SPDR INDEX SHS FDS
ST MARKE CAP ETF
17,41117,965+5549861,1140.95%+128
CISCO SYS INC(CSCO)16,03816,051+139901,1140.95%+124
ALPHABET INC(GOOG)04,662+4,66208220.70%+822
SPDR SERIES TRUST
ST PORT HIGH ETF
116,526119,861+3,3352,7292,8532.43%+124
BRITISH AMERN TOB PLC(BTI)18,73418,983+2497758980.77%+123
ISHARES TR27,74828,870+1,1222,7452,8642.44%+119
PVH CORPORATION(PVH)9,42010,514+1,0946097210.61%+112
INNOVATOR ETFS TRUST
US EQTY PWR BUF
045,689+45,68901,8681.59%+1,868
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
13,83016,205+2,3754115150.44%+105
FORD MTR CO(F)121,053120,858-1951,2141,3111.12%+97
VODAFONE GROUP PLC NEW(VOD)90,03787,916-2,1218449370.80%+94
SCHWAB STRATEGIC TR045,047+45,04701,1010.94%+1,101
ISHARES TR
CORE MSCI TOTAL
9,7989,951+1536847690.66%+85
VANGUARD INDEX FDS6,8466,966+1201,2751,3581.16%+83
ISHARES TR03,248+3,24805630.48%+563
PARKER-HANNIFIN CORP(PH)1,000984-166086870.59%+80
SCHWAB CHARLES CORP(SCHW)7,2057,010-1955646400.55%+76
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
9,86610,346+4805786490.55%+72
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
2,6092,605-46627320.62%+69
ISHARES TR8,5158,404-1116086740.57%+66
VANGUARD INDEX FDS11,56811,685+1171,8571,9221.64%+65
VANGUARD SCOTTSDALE FDS
VNG RUS2000GRW
02,895+2,89506040.51%+604
ISHARES TR14,54414,801+2574515110.44%+60
INVESCO EXCHANGE TRADED FD T
S&P 100 EQL WIGH
4,6564,896+2404805380.46%+58
ANHEUSER BUSCH INBEV SA/NV(BUD)8,5418,478-635265830.50%+57
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,0571,078+212182730.23%+55
ISHARES TR834910+762262770.24%+51
FIDELITY NATL INFORMATION SV(FIS)6,6806,711+314995460.47%+47
VANGUARD INDEX FDS2,2602,266+63894370.37%+47
AMERIPRISE FINL INC(AMP)01,109+1,10905920.50%+592
WALMART INC(WMT)5,9055,777-1285185650.48%+46
ISHARES TR8,0478,155+1084745180.44%+43
MARATHON PETE CORP(MPC)2,0032,008+52923340.28%+42
TELEFONAKTIEBOLAGET LM ERICS(ERIC)82,61080,445-2,1656416820.58%+41
ISHARES TR2,3972,388-92232630.22%+40
SPDR SERIES TRUST
ST STR GLB DOW
3,4483,464+164825220.44%+40
ISHARES TR7,4887,435-534154530.39%+38
ISHARES TR2,4182,414-43323700.32%+37
VANGUARD BD INDEX FDS033,686+33,68602,4802.11%+2,480
NOVARTIS AG(NVS)3,4823,48203884210.36%+33
SCHWAB STRATEGIC TR15,98316,032+493744060.35%+31
ZIONS BANCORPORATION N A(ZION)12,17112,250+796076360.54%+29
SCHWAB STRATEGIC TR11,57911,610+312492770.24%+27
VANGUARD SCOTTSDALE FDS
VNG RUS2000VAL
04,435+4,43506170.53%+617
ISHARES TR
CORE MSCI EAFE
3,1773,193+162402670.23%+26
ISHARES TR3,9143,918+47377610.65%+24
WELLS FARGO CO NEW(WFC)2,8372,845+82042280.19%+24
VANGUARD INTL EQUITY INDEX F12,01111,460-5515445670.48%+23
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
2,9863,061+752973190.27%+23
VANGUARD INDEX FDS80080002062280.19%+23
VANGUARD INDEX FDS1,1111,107-42873100.26%+22
PHILIP MORRIS INTL INC(PM)1,8041,679-1252863060.26%+19
WILLIAMS SONOMA INC(WSM)04,394+4,39407180.61%+718
VANGUARD TAX-MANAGED FDS11,40410,456-9485805960.51%+16
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
8,3388,362+242792950.25%+16
ISHARES TR
CORE DIV GRWTH
9,3939,309-845805950.51%+15
VANGUARD INDEX FDS1,1591,144-152572710.23%+14
ENBRIDGE INC(ENB)14,41914,406-136396530.56%+14
STAR BULK CARRIERS CORP.(SBLK)25,31023,547-1,7633944060.35%+12
ESAB CORPORATION(ESAB)5,9185,812-1066897010.60%+11
VANGUARD INDEX FDS9,0718,929-1421,5671,5781.35%+11
WARNER BROS DISCOVERY INC(WBD)46,85644,843-2,0135035140.44%+11
ABBOTT LABS1,9351,944+92572640.23%+8
GSK PLC(GSK)11,56811,852+2844484550.39%+7
TCW ETF TRUST
FLEXIBLE INCOME
7,7187,819+1013023080.26%+6
ISHARES U S ETF TR
SHOR DURA BD ETF
25,15825,161+31,2801,2861.10%+6
CVS HEALTH CORP(CVS)10,33310,233-1007007060.60%+6
VALERO ENERGY CORP(VLO)2,2472,251+42973030.26%+6
GRUPO TELEVISA S A B(TV)13,20012,700-50023280.02%+5
ISHARES TR5,6725,544-1281,0811,0830.92%+3
FIRST FINL BANKSHARES INC(FFIN)7,3227,360+382632650.23%+2
AT&T INC(T)11,83611,380-4563353290.28%-5
VISA INC(V)2,4752,425-508678610.73%-6
COCA COLA CO(KO)8,6968,689-76236150.52%-8
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