Nikulski Financial, Inc. at 2023-06-30

Filling information for Nikulski Financial, Inc. as Treemap, investor disclosed 125 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings

Product name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
CUSIP Symbol Name Title Of Class Value in 1000's Amount
532457108 532457108 LILLY ELI & CO COM 386909 825
037833100 037833100 APPLE INC COM 14950045 77074
46429B689 46429B689 ISHARES TR MSCI EAFE MIN VL 1891160 28017
921909768 921909768 VANGUARD STAR FDS VG TL INTL STK F 2240327 39949
922020805 922020805 VANGUARD MALVERN FDS STRM INFPROIDX 1136666 23970
922908769 922908769 VANGUARD INDEX FDS TOTAL STK MKT 2754073 12503
46090E103 46090E103 INVESCO QQQ TR UNIT SER 1 6430203 17406
45782C870 45782C870 INNOVATOR ETFS TR US EQT PWR BUF 3644160 117934
166764100 166764100 CHEVRON CORP NEW COM 523976 3330
464287549 464287549 ISHARES TR EXPND TEC SC ETF 867064 2207
92189H409 92189H409 VANECK ETF TRUST HIGH YLD MUNIETF 1126918 21950
922908611 922908611 VANGUARD INDEX FDS SM CP VAL ETF 2622252 15854
81369Y605 81369Y605 SELECT SECTOR SPDR TR FINANCIAL 343799 10199
464287507 464287507 ISHARES TR CORE S&P MCP ETF 1854215 7091
717081103 717081103 PFIZER INC COM 1509343 41149
512807108 512807108 LAM RESEARCH CORP COM 2601708 4047
464287168 464287168 ISHARES TR SELECT DIVID ETF 3756233 33153
46641Q837 46641Q837 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 2470849 49279
02079K305 02079K305 ALPHABET INC CAP STK CL A 6613502 55251
88160R101 88160R101 TESLA INC COM 237687 908
548661107 548661107 LOWES COS INC COM 356913 1581
808524706 808524706 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 499004 20260
464287879 464287879 ISHARES TR SP SMCP600VL ETF 623790 6560
842587107 842587107 SOUTHERN CO COM 254305 3620
74348A467 74348A467 PROSHARES TR S&P 500 DV ARIST 1247796 13235
67066G104 67066G104 NVIDIA CORPORATION COM 1203496 2845
46429B598 46429B598 ISHARES TR MSCI INDIA ETF 303234 6939
874039100 874039100 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 214859 2129
478160104 478160104 JOHNSON & JOHNSON COM 316888 1915
00287Y109 00287Y109 ABBVIE INC COM 4529495 33619
11135F101 11135F101 BROADCOM INC COM 1263846 1457
002824100 002824100 ABBOTT LABS COM 1120017 10274
78462F103 78462F103 SPDR S&P 500 ETF TR TR UNIT 3981386 8982
81369Y506 81369Y506 SELECT SECTOR SPDR TR ENERGY 362424 4465
46429B697 46429B697 ISHARES TR MSCI USA MIN VOL 203686 2740
46432F339 46432F339 ISHARES TR MSCI USA QLT FCT 858987 6369
464287523 464287523 ISHARES TR ISHARES SEMICDTR 981548 1935
464287614 464287614 ISHARES TR RUS 1000 GRW ETF 6882773 25012
464287697 464287697 ISHARES TR U.S. UTILITS ETF 745969 9125
921943858 921943858 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 1272628 27558
921946810 921946810 VANGUARD WHITEHALL FDS INTL DVD ETF 3348650 44595
808524607 808524607 SCHWAB STRATEGIC TR US SML CAP ETF 3468745 79195
244199105 244199105 DEERE & CO COM 3313005 8176
46137V241 46137V241 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 7471919 148105
46138J841 46138J841 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 1754312 85285
464287192 464287192 ISHARES TR US TRSPRTION 864877 3462
46138J825 46138J825 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 714595 35499
464287804 464287804 ISHARES TR CORE S&P SCP ETF 7750831 77781
464287788 464287788 ISHARES TR U.S. FINLS ETF 810339 10861
922908512 922908512 VANGUARD INDEX FDS MCAP VL IDXVIP 335295 2423
025537101 025537101 AMERICAN ELEC PWR CO INC COM 207132 2460
57636Q104 57636Q104 MASTERCARD INCORPORATED CL A 1372224 3489
824348106 824348106 SHERWIN WILLIAMS CO COM 827095 3115
81369Y803 81369Y803 SELECT SECTOR SPDR TR TECHNOLOGY 326163 1876
594918104 594918104 MICROSOFT CORP COM 5051630 14834
931142103 931142103 WALMART INC COM 1064423 6772
254687106 254687106 DISNEY WALT CO COM 768846 8612
426281101 426281101 HENRY JACK & ASSOC INC COM 205057 1225
46431W507 46431W507 ISHARES U S ETF TR BLACKROCK ST MAT 1636528 32915
78464A805 78464A805 SPDR SER TR PORTFOLI S&P1500 812844 14931
31428X106 31428X106 FEDEX CORP COM 387220 1562
194162103 194162103 COLGATE PALMOLIVE CO COM 275264 3573
872540109 872540109 TJX COS INC NEW COM 998719 11779
78468R606 78468R606 SPDR SER TR PORTFLI HIGH YLD 1763591 77215
808524797 808524797 SCHWAB STRATEGIC TR US DIVIDEND EQ 2822260 38863
464287374 464287374 ISHARES TR NORTH AMERN NAT 785717 20240
45782C508 45782C508 INNOVATOR ETFS TR US EQTY PWR BUF 2297774 65445
580135101 580135101 MCDONALDS CORP COM 2780286 9317
464287754 464287754 ISHARES TR US INDUSTRIALS 861575 8125
482480100 482480100 KLA CORP COM NEW 279857 577
79466L302 79466L302 SALESFORCE INC COM 1642758 7776
464287812 464287812 ISHARES TR US CONSM STAPLES 757697 3783
45782C680 45782C680 INNOVATOR ETFS TR US EQTY PWR BF 256620 8225
464287838 464287838 ISHARES TR U.S. BAS MTL ETF 820120 6164
437076102 437076102 HOME DEPOT INC COM 2320619 7470
031162100 031162100 AMGEN INC COM 333548 1502
46138E354 46138E354 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 2214683 35260
78463V107 78463V107 SPDR GOLD TR GOLD SHS 427848 2400
45782C748 45782C748 INNOVATOR ETFS TR US EQTY PWR BUF 430554 13595
921908844 921908844 VANGUARD SPECIALIZED FUNDS DIV APP ETF 16645441 102478
595112103 595112103 MICRON TECHNOLOGY INC COM 250547 3970
46625H100 46625H100 JPMORGAN CHASE & CO COM 4558839 31345
084670702 084670702 BERKSHIRE HATHAWAY INC DEL CL B NEW 261547 767
922908629 922908629 VANGUARD INDEX FDS MID CAP ETF 6096927 27693
697435105 697435105 PALO ALTO NETWORKS INC COM 3500743 13701
38141G104 38141G104 GOLDMAN SACHS GROUP INC COM 1220491 3784
09247X101 09247X101 BLACKROCK INC COM 203195 294
922908553 922908553 VANGUARD INDEX FDS REAL ESTATE ETF 558766 6687
539830109 539830109 LOCKHEED MARTIN CORP COM 974164 2116
45782C334 45782C334 INNOVATOR ETFS TR GRWT100 PWR BF 212619 5100
92826C839 92826C839 VISA INC COM CL A 2951745 12429
464287705 464287705 ISHARES TR S&P MC 400VL ETF 3266424 30490
922042742 922042742 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 931784 9608
78464A854 78464A854 SPDR SER TR PORTFOLIO S&P500 1046286 20078
25754A201 25754A201 DOMINOS PIZZA INC COM 582993 1730
45782C813 45782C813 INNOVATOR ETFS TR US EQTY PWR BUF 496874 14520
922908751 922908751 VANGUARD INDEX FDS SMALL CP ETF 449293 2259
78468R853 78468R853 SPDR SER TR PORTFOLIO S&P600 1070663 27566
020002101 020002101 ALLSTATE CORP COM 1947162 17857
023135106 023135106 AMAZON COM INC COM 8764364 67232
97717X669 97717X669 WISDOMTREE TR US QTLY DIV GRT 248309 3725
464287663 464287663 ISHARES TR CORE S&P US VLU 354753 4533
464287556 464287556 ISHARES TR ISHARES BIOTECH 994351 7832
494368103 494368103 KIMBERLY-CLARK CORP COM 277501 2010
46432F388 46432F388 ISHARES TR MSCI USA VALUE 266364 2840
65339F101 65339F101 NEXTERA ENERGY INC COM 249268 3359
46138G508 46138G508 INVESCO EXCH TRADED FD TR II SR LN ETF 1082755 51462
75513E101 75513E101 RAYTHEON TECHNOLOGIES CORP COM 1218771 12442
94106L109 94106L109 WASTE MGMT INC DEL COM 664892 3834
45782C797 45782C797 INNOVATOR ETFS TR US EQTY PWR BUF 425069 12700
381430503 381430503 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 6873653 78736
22160K105 22160K105 COSTCO WHSL CORP NEW COM 5902102 10963
91324P102 91324P102 UNITEDHEALTH GROUP INC COM 5101977 10615
30303M102 30303M102 META PLATFORMS INC CL A 642261 2238
464287671 464287671 ISHARES TR CORE S&P US GWT 918011 9402
00724F101 00724F101 ADOBE SYSTEMS INCORPORATED COM 212711 435
98956P102 98956P102 ZIMMER BIOMET HOLDINGS INC COM 251888 1730
45782C383 45782C383 INNOVATOR ETFS TR US EQTY PWR BUF 214440 6350
21036P108 21036P108 CONSTELLATION BRANDS INC CL A 369195 1500
922908744 922908744 VANGUARD INDEX FDS VALUE ETF 5802335 40833
81369Y308 81369Y308 SELECT SECTOR SPDR TR SBI CONS STPLS 1118854 15085
81369Y704 81369Y704 SELECT SECTOR SPDR TR SBI INT-INDS 210950 1966
464287721 464287721 ISHARES TR U.S. TECH ETF 920931 8459
464287176 464287176 ISHARES TR TIPS BD ETF 1457235 13541
742718109 742718109 PROCTER AND GAMBLE CO COM 342119 2255

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