Holdings by Type

Long Short Total
Stock Upgrade Upgrade Upgrade
Bond Upgrade Upgrade Upgrade
Other Upgrade Upgrade Upgrade
Total Upgrade Upgrade Upgrade
As of October 31, 2020

Top 25 Holdings

Symbol Name % Weight Price % Change
VIG Vanguard Dividend Appreciation ETF 6.57% 139.81 0.93%
VTI Vanguard Total Stock Market ETF 6.26% 191.51 1.00%
ANGL VanEck Vectors Fallen Angel HiYld Bd ETF 6.23% 31.84 0.47%
IEFA iShares Core MSCI EAFE ETF 4.70% 68.50 0.76%
VGT Vanguard Information Technology ETF 4.41% 341.70 1.12%
VOO Vanguard S&P 500 ETF 3.99% 339.81 0.86%
SCHP Schwab US TIPS ETF™ 3.58% 61.44 -0.19%
MSFT Microsoft Corp 3.49% 214.36 0.06%
FLRN SPDR® Blmbg Barclays Inv Grd Flt Rt ETF 3.30% 30.60 0.03%
LQD iShares iBoxx $ Invmt Grade Corp Bd ETF 3.30% 137.00 -0.55%
BUD Anheuser-Busch InBev SA/NV 3.22% 70.54 2.37%
VNLA Janus Henderson Short Duration Inc ETF 3.21% 50.44 -0.02%
GOOG Alphabet Inc 3.20% 1827.99 0.07%
ZBH Zimmer Biomet Holdings Inc 3.13% 149.05 1.87%
AMZN Amazon.com Inc 2.99% 3162.58 -0.76%
QQQ Invesco QQQ Trust 2.79% 305.52 0.41%
PFE Pfizer Inc 2.78% 40.34 0.62%
GLD SPDR® Gold Shares 2.35% 172.32 -0.28%
CMCSA Comcast Corp 2.29% 51.69 0.19%
GLDM SPDR® Gold MiniShares 2.23% 18.29 -0.22%
FB Facebook Inc 2.20% 279.70 -0.76%
INTC Intel Corp 1.96% 51.98 1.95%
KO Coca-Cola Co 1.90% 53.85 2.03%
MRK Merck & Co Inc 1.85% 81.94 0.60%
SCHD Schwab US Dividend Equity ETF™ 1.81% 65.12 1.64%
As of October 31, 2020