Western Financial Corp/CA
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Mizuho Financial Group, Inc.MFG | $99.4K | 0.0% |
| INVESCO EXCHANGE TRADED FD T | $203.9K | 0.1% |
| INVESCO EXCHANGE TRADED FD T | $207.0K | 0.1% |
| ISHARES TR | $208.3K | 0.1% |
| ISHARES TR | $219.1K | 0.1% |
| BlackRock Enhanced Equity Dividend TrustBDJ | $227.8K | 0.1% |
| Coinbase Global, Inc. | $245.4K | 0.1% |
| INVESCO EXCHANGE TRADED FD T | $260.8K | 0.1% |
| MICROSOFT CORP | $267.0K | 0.1% |
| INVESCO EXCHANGE TRADED FD T | $268.4K | 0.1% |
| ISHARES TR | $269.2K | 0.1% |
| INVESCO EXCHANGE TRADED FD T | $274.5K | 0.1% |
| INVESCO EXCHANGE TRADED FD T | $287.0K | 0.1% |
| BLACKROCK ETF TRUST II | $293.5K | 0.1% |
| ISHARES TR | $294.6K | 0.1% |
| INVESCO EXCHANGE TRADED FD T | $296.3K | 0.1% |
| INVESCO EXCHANGE TRADED FD T | $318.0K | 0.1% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $321.7K | 0.1% |
| SPDR SERIES TRUST | $322.4K | 0.1% |
| PFIZER INC | $331.6K | 0.1% |
| CHEVRON CORP | $377.7K | 0.1% |
| ISHARES TR | $393.9K | 0.2% |
| BONDBLOXX ETF TRUST | $400.3K | 0.2% |
| Booking Holdings Inc | $466.6K | 0.2% |
| Warren E. Buffett | $468.5K | 0.2% |
| GILEAD SCIENCES, INC. | $484.5K | 0.2% |
| ISHARES TR | $486.7K | 0.2% |
| Simon Property Group Inc | $508.9K | 0.2% |
| Alphabet Inc. | $537.5K | 0.2% |
| Visa Inc | $545.5K | 0.2% |
| ARES CAPITAL CORPARCC | $584.0K | 0.2% |
| SCHWAB STRATEGIC TR | $600.6K | 0.2% |
| Trane Technologies plc | $674.9K | 0.3% |
| VANGUARD INDEX FDS | $675.6K | 0.3% |
| Blackstone Inc | $693.9K | 0.3% |
| ISHARES TR | $694.2K | 0.3% |
| ISHARES TR | $694.8K | 0.3% |
| ORACLE CORP | $694.9K | 0.3% |
| Amazon.com Inc | $710.0K | 0.3% |
| Williams Cos Inc/The | $732.3K | 0.3% |
| PROGRESSIVE CORP/OH | $738.5K | 0.3% |
| VERIZON COMMUNICATIONS INC | $754.4K | 0.3% |
| Palo Alto Networks Inc | $773.3K | 0.3% |
| JPMORGAN CHASE & CO | $802.0K | 0.3% |
| Parker-Hannifin Corp | $804.5K | 0.3% |
| Arista Networks, Inc.ANET | $809.1K | 0.3% |
| KKR & Co. Inc. | $813.0K | 0.3% |
| INVESCO EXCH TRD SLF IDX FD | $846.4K | 0.3% |
| Apollo Global Management, Inc. | $863.4K | 0.3% |
| INVESCO EXCH TRD SLF IDX FD | $877.3K | 0.3% |