Top 50 Piershale Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SER TR | 57.4% | 981.1K | $90.1M | -23.45%(-300.46K) | — | 2023-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 10.19% | 305.5K | $16.0M | +101731.00%(+305.19K) | — | 2023-06-30 | |
| DIA | SPDR DOW JONES INDL AVERAGE | 10.18% | 46.4K | $16.0M | new | — | 2023-06-30 | |
| QQQ | INVESCO QQQ TR | 4.24% | 18.0K | $6.6M | +30393.22%(+17.93K) | — | 2023-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 4.07% | 85.3K | $6.4M | new | — | 2023-06-30 | |
| SCHV | SCHWAB STRATEGIC TR | 3.99% | 93.2K | $6.3M | +93139.00%(+93.14K) | — | 2023-06-30 | |
| EFA | ISHARES TR | 3.97% | 85.9K | $6.2M | new | — | 2023-06-30 | |
| AAPL | APPLE INC | 1.15% | 9.3K | $1.8M | +1.92%(+175) | — | 2023-06-30 | |
| HD | HOME DEPOT INC | 0.47% | 2.4K | $730K | +0.69%(+16) | — | 2023-06-30 | |
| ABT | ABBOTT LABS | 0.35% | 5.1K | $557K | +0.04%(+2) | — | 2023-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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