Michels Family Financial, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF TR | $8.85M | 6.5% |
| SCHWAB STRATEGIC TR | $6.88M | 5.1% |
| ISHARES TR | $4.37M | 3.2% |
| VANGUARD SCOTTSDALE FDS | $3.89M | 2.9% |
| INVESCO QQQ TR | $3.73M | 2.7% |
| EXXON MOBIL CORP | $3.63M | 2.7% |
| SPDR SERIES TRUST | $3.12M | 2.3% |
| ISHARES TR | $3.12M | 2.3% |
| VANGUARD BD INDEX FDS | $2.84M | 2.1% |
| VANGUARD INDEX FDS | $2.71M | 2.0% |
| SCHWAB STRATEGIC TR | $2.44M | 1.8% |
| ISHARES TR | $2.29M | 1.7% |
| VANGUARD INDEX FDS | $2.13M | 1.6% |
| INNOVATOR ETFS TRUST | $1.91M | 1.4% |
| WISDOMTREE TR | $1.82M | 1.3% |
| Meta Platforms Inc | $1.80M | 1.3% |
| CHEVRON CORP | $1.69M | 1.2% |
| ISHARES TR | $1.60M | 1.2% |
| VANGUARD INDEX FDS | $1.60M | 1.2% |
| FORD MOTOR CO | $1.59M | 1.2% |
| VANGUARD INDEX FDS | $1.56M | 1.1% |
| VANGUARD INDEX FDS | $1.55M | 1.1% |
| Tapestry Inc | $1.54M | 1.1% |
| Apple Inc. | $1.52M | 1.1% |
| Alphabet Inc. | $1.51M | 1.1% |
| CITIGROUP INC | $1.49M | 1.1% |
| MICROSOFT CORP | $1.41M | 1.0% |
| VANGUARD INDEX FDS | $1.36M | 1.0% |
| VANGUARD INDEX FDS | $1.34M | 1.0% |
| SPDR INDEX SHS FDS | $1.26M | 0.9% |
| Amazon.com Inc | $1.25M | 0.9% |
| CISCO SYSTEMS, INC. | $1.21M | 0.9% |
| SCHWAB STRATEGIC TR | $1.21M | 0.9% |
| ISHARES U S ETF TR | $1.19M | 0.9% |
| Tesla Inc | $1.17M | 0.9% |
| ISHARES TR | $1.13M | 0.8% |
| ALTRIA GROUP, INC. | $1.08M | 0.8% |
| VODAFONE GROUP PLC NEW | $1.08M | 0.8% |
| INNOVATOR ETFS TRUST | $1.04M | 0.8% |
| NVIDIA Corp | $960.5K | 0.7% |
| BRITISH AMERN TOB PLC | $957.4K | 0.7% |
| Warner Bros. Discovery, Inc. | $947.7K | 0.7% |
| EDISON INTERNATIONAL | $936.0K | 0.7% |
| PROSHARES TR | $935.9K | 0.7% |
| Public Storage | $882.0K | 0.6% |
| Visa Inc | $858.0K | 0.6% |
| iShares MSCI UAE ETF | $858.0K | 0.6% |
| Elevance Health Inc | $833.5K | 0.6% |
| FIRST TR EXCHANGE TRADED FD | $829.1K | 0.6% |
| CVS HEALTH Corp | $826.7K | 0.6% |