Financially Speaking Inc
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| INVSC S P 500 EQUAL WEIGHT ETF | $31.48M | 20.4% |
| SPDR S&P 500 ETF | $27.88M | 18.0% |
| SCHWAB TREASURY OBLIG MONEY INV | $18.59M | 12.0% |
| FIDELITY LOW DURATION BOND FACTR ETF | $17.53M | 11.3% |
| ICON FLEXIBLE BD FD INV | $16.16M | 10.5% |
| SCHWAB US LARGE CAP GROWTH ETF | $7.58M | 4.9% |
| JPMORGAN ULTRA SHORT INCOME ETF | $6.67M | 4.3% |
| INVESCO S AND P 100 EQL WGHT ETF | $4.88M | 3.2% |
| SCHWAB TREASURY OBLIG MONEY ULTRA | $2.50M | 1.6% |
| RHEINMETALL FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | $2.16M | 1.4% |
| STATE STRT HLTH CRE SLT SEC SPDR ETF | $1.73M | 1.1% |
| ST SRT SPDR S&P MTLS ANDMNG ETF | $1.40M | 0.9% |
| GLOBAL X SILVER MINERS ETF | $1.40M | 0.9% |
| VANECK GOLD MINERS ETF | $1.39M | 0.9% |
| Palantir Technologies Inc | $1.25M | 0.8% |
| ABRDN PHYSICAL PLATINUM SHARES ETF | $1.24M | 0.8% |
| SCHWAB US TREASURY MONEY INVESTOR | $971.7K | 0.6% |
| NVIDIA Corp | $944.8K | 0.6% |
| AMPLIFY JUNIOR SILVER MINERS ETF | $912.8K | 0.6% |
| VANECK JUNIOR GOLD MINERS ETF | $900.8K | 0.6% |
| MCKESSON CORP | $656.2K | 0.4% |
| STATE STREET SPDR S&P DIV ETF | $451.0K | 0.3% |
| AMERICAN FUNDS FUNDAMENTAL INVS A | $363.9K | 0.2% |
| XCEL ENERGY INC | $281.1K | 0.2% |
| EXXON MOBIL CORP | $246.9K | 0.2% |
| Medtronic plc | $237.1K | 0.2% |
| SCHWAB PRIME ADVANTAGE MONEY INVESTOR | $220.4K | 0.1% |
| RTX Corp | $188.4K | 0.1% |
| JOHNSON & JOHNSON | $184.4K | 0.1% |
| Alphabet Inc. | $180.9K | 0.1% |
| COSTCO WHOLESALE CORP /NEW | $176.8K | 0.1% |
| ALTRIA GROUP, INC. | $164.3K | 0.1% |
| Amazon.com Inc | $147.0K | 0.1% |
| PUTNAM CONVERTIBLE SECURITIES A | $136.7K | 0.1% |
| US BANCORP \DE | $117.8K | 0.1% |
| Meta Platforms Inc | $112.2K | 0.1% |
| AMERICAN FUNDS WASHINGTON MUTUAL A | $111.7K | 0.1% |
| Cloudflare, Inc. | $108.4K | 0.1% |
| OCCIDENTAL PETROLEUM CORP /DE | $96.0K | 0.1% |
| Apple Inc. | $91.0K | 0.1% |
| MCDONALD'S CORP | $89.2K | 0.1% |
| JPMORGAN U S TECH LEADERS ETF IV | $88.3K | 0.1% |
| The Boeing Company | $86.8K | 0.1% |
| VANGUARD EQUITY-INCOME INV | $80.9K | 0.1% |
| Trane Technologies plc | $77.8K | 0.1% |
| VANGUARD WELLESLEY INCOME INV | $74.3K | 0.0% |
| CrowdStrike Holdings, Inc. | $70.3K | 0.0% |
| Lennox International Inc | $64.6K | 0.0% |
| Warren E. Buffett | $64.3K | 0.0% |
| LINDE PLC | $59.7K | 0.0% |