Filling information for YOUNGS ADVISORY GROUP, INC. as Treemap, investor disclosed 47 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 9600811 | 69515 | |
| 009158106 | 009158106 | AIR PRODS & CHEMS INC | COM | 17668716 | 61518 | |
| 78467V202 | 78467V202 | SSGA ACTIVE ETF TR | INCOM ALLO ETF | 548743 | 18092 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 1123485 | 10877 | |
| 808524607 | 808524607 | SCHWAB STRATEGIC TR | US SML CAP ETF | 7821958 | 186548 | |
| 46432F834 | 46432F834 | ISHARES TR | CORE MSCI TOTAL | 25422360 | 410369 | |
| 254687106 | 254687106 | DISNEY WALT CO | COM | 429786 | 4292 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 435019 | 3338 | |
| 808524300 | 808524300 | SCHWAB STRATEGIC TR | US LCAP GR ETF | 295220 | 4530 | |
| 808524508 | 808524508 | SCHWAB STRATEGIC TR | US MID-CAP ETF | 8101969 | 119410 | |
| 921909768 | 921909768 | VANGUARD STAR FDS | VG TL INTL STK F | 3002761 | 54388 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 300825 | 1083 | |
| 922042874 | 922042874 | VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 15242925 | 250089 | |
| 922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 1415255 | 7466 | |
| 27829C105 | 27829C105 | EATON VANCE TAX-MANAGED GLOB | COM | 581518 | 71970 | |
| 78467Y107 | 78467Y107 | SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 11304485 | 24660 | |
| 191216100 | 191216100 | COCA COLA CO | COM | 216733 | 3494 | |
| 046353108 | 046353108 | ASTRAZENECA PLC | SPONSORED ADR | 219960 | 3169 | |
| 81369Y803 | 81369Y803 | SELECT SECTOR SPDR TR | TECHNOLOGY | 8847676 | 58590 | |
| 46137V357 | 46137V357 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 11705924 | 80942 | |
| 29273V100 | 29273V100 | ENERGY TRANSFER L P | COM UT LTD PTN | 403603 | 32365 | |
| 78464A201 | 78464A201 | SPDR SER TR | S&P 600 SMCP GRW | 477531 | 6475 | |
| 580135101 | 580135101 | MCDONALDS CORP | COM | 351054 | 1255 | |
| 78468R788 | 78468R788 | SPDR SER TR | PRTFLO S&P500 HI | 1089954 | 28683 | |
| 464288687 | 464288687 | ISHARES TR | PFD AND INCM SEC | 2655669 | 85063 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 369279 | 3560 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 574786 | 1993 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 297872 | 1321 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 261080 | 1258 | |
| 927330100 | 927330100 | VINCO VENTURES INC | COM | 14904 | 46385 | |
| 46137V282 | 46137V282 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 200086 | 725 | |
| 92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 238827 | 6141 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 248818 | 1174 | |
| 33739Q309 | 33739Q309 | FIRST TR EXCHANGE-TRADED FD | HIGH INCM STRGC | 502155 | 11292 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 17485890 | 42712 | |
| 717081103 | 717081103 | PFIZER INC | COM | 456642 | 11192 | |
| 037833100 | 037833100 | APPLE INC | COM | 5801817 | 35183 | |
| 744573106 | 744573106 | PUBLIC SVC ENTERPRISE GRP IN | COM | 203087 | 3252 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 327533 | 2126 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 202475 | 1306 | |
| 29670G102 | 29670G102 | ESSENTIAL UTILS INC | COM | 295860 | 6778 | |
| L72967109 | L72967109 | ORION ENGINEERED CARBONS S A | COM | 782700 | 30000 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3930333 | 12729 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 294008 | 2827 | |
| 12468P104 | 12468P104 | C3 AI INC | CL A | 3394833 | 101127 | |
| 37954Y657 | 37954Y657 | GLOBAL X FDS | US PFD ETF | 12880938 | 648587 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 470332 | 4289 |