Erickson Financial Group, LLC
CIK Number: 0001797734
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | CGDV | Capital Group D... | 38.27 | -0.84% | 832.04K | +2.21% | 29.34M | 27.41 | 20.88% |
| 2 | MGK | Vanguard Mega C... | 351.01 | -0.85% | 84.31K | -1.1% | 28.95M | 256.37 | 20.61% |
| 3 | ESGU | iShares ESG Awa... | 130.36 | -0.85% | 129.55K | +0.21% | 16.69M | 106.53 | 11.88% |
| 4 | QQQ | Invesco QQQ Tru... | 528.89 | -1.01% | 28.15K | +0.78% | 14.39M | 392.63 | 10.25% |
| 5 | IWO | iShares Russell... | 275.38 | -1.06% | 35.2K | -0.01% | 10.13M | 252.83 | 7.21% |
| 6 | QQQJ | Invesco NASDAQ ... | 31.13 | -1.02% | 244.37K | -0.33% | 7.55M | 32.03 | 5.37% |
| 7 | VCIT | Vanguard Interm... | 81.71 | +0.23% | 83.06K | +1.46% | 6.67M | 90.87 | 4.75% |
| 8 | AGG | iShares Core U.... | 98.08 | +0.33% | 67.12K | +0.55% | 6.5M | 111.61 | 4.63% |
| 9 | USIG | iShares Broad U... | 50.78 | +0.26% | 85.7K | +1.26% | 4.31M | 49.56 | 3.07% |
| 10 | HYMB | SPDR Nuveen Blo... | 24.68 | +0.18% | 142.91K | -11.98% | 3.66M | 28.79 | 2.60% |
| 11 | SPY | SPDR S&P 500 ET... | 597.40 | -0.88% | 4.98K | -1.37% | 2.92M | 373.65 | 2.08% |
| 12 | TLT | iShares 20+ Yea... | 86.50 | +1.22% | 30.48K | -0.61% | 2.66M | 99.95 | 1.89% |
| 13 | HYG | iShares iBoxx $... | 79.44 | -0.1% | 19.8K | +0.50% | 1.56M | 80.29 | 1.11% |
| 14 | UPRO | ProShares Ultra... | 82.55 | -2.65% | 7.71K | +3.17% | 683.41K | 46.71 | 0.49% |
| 15 | TQQQ | ProShares Ultra... | 73.47 | -3.07% | 8.48K | +3.04% | 670.94K | 46.6 | 0.48% |
| 16 | AAPL | Apple Inc. | 195.57 | -1.44% | 2.57K | 0.00% | 642.58K | 177.26 | 0.46% |
| 17 | JNJ | Johnson & Johns... | 152.38 | -1.83% | 3.55K | 0.00% | 513.69K | 170.94 | 0.37% |
| 18 | SPYD | SPDR Portfolio ... | 42.17 | -1.06% | 8.68K | -11.03% | 375.45K | 39.77 | 0.27% |
| 19 | VTEB | Vanguard Tax-Ex... | 48.85 | +0.09% | 7.26K | -0.91% | 363.99K | 54.88 | 0.26% |
| 20 | PG | The Procter & G... | 158.46 | -1.5% | 2K | 0.00% | 335.3K | 163.58 | 0.24% |
| 21 | MUB | iShares Nationa... | 104.08 | +0.11% | 2.68K | -26.3% | 285.98K | 114.72 | 0.20% |
| 22 | NVDA | NVIDIA Corporat... | 144.07 | -0.43% | 2.1K | 0.00% | 281.34K | 123.89 | 0.20% |
| 23 | USMV | iShares MSCI US... | 92.09 | -0.69% | 3.1K | -1.37% | 275.16K | 80.9 | 0.20% |
| 24 | SPYV | SPDR Portfolio ... | 51.12 | -0.88% | 5.18K | 0.00% | 265.01K | 42.05 | 0.19% |
| 25 | DSI | iShares MSCI KL... | 112.07 | -0.88% | 2.2K | +0.41% | 242.99K | 108.8 | 0.17% |
| 26 | SSO | ProShares Ultra... | 91.21 | -1.8% | 2.43K | -1.74% | 225.08K | 90.17 | 0.16% |