Burleson & Company, LLC [Rocket]

Holdings

Burleson & Company, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
MICROSOFT CORP	MSFT	Common	81,579	-4,516	19,564,275,000	19,544,224,000	4.88	0.00	Hist	12/31/2022
Apple Inc.	AAPL	Common	136,390	-40,646	17,721,099,000	17,696,633,000	4.42	0.00	Hist	12/31/2022
Tesla, Inc.	TSLA	COM	119,590	-9,446	14,731,056,000	14,696,829,000	3.68	0.01	Hist	12/31/2022
VANGUARD INDEX FDS SANDP 500 ETF	VOO	STOCK	39,192	-22	13,769,551,000	13,756,677,000	3.44		Hist	12/31/2022
NVIDIA CORP	NVDA	Common	82,374	-66,163	12,038,179,000	12,020,148,000	3.00	0.00	Hist	12/31/2022
SCHWAB STRATEGIC TRUST	SCHF	Common	356,978	0	11,498,269,000	11,488,227,000	2.87		Hist	12/31/2022
AMAZON COM INC	AMZN	Common	135,171	-66,266	11,354,357,000	11,331,595,000	2.83	0.00	Hist	12/31/2022
Alphabet Inc.	GOOGL	COM	123,539	-21,307	10,899,853,000	10,885,998,000	2.72	0.00	Hist	12/31/2022
ELI LILLY & Co	LLY	Common	25,979	232	9,504,044,000	9,495,719,000	2.37	0.00	Hist	12/31/2022
Meta Platforms, Inc.	FB	Common	77,032	-20,419	9,270,052,000	9,256,830,000	2.31		Hist	12/31/2022
BERKSHIRE HATHAWAY INC	BRK/B	Common	29,632	-9,805	9,153,325,000	9,142,795,000	2.28		Hist	12/31/2022
Uber Technologies, Inc	UBER	Common Stock	330,176	-133,348	8,165,252,000	8,152,969,000	2.04	0.02	Hist	12/31/2022
Schwab US Dividend Equity ETF	SCHD	common	99,255	28	7,497,738,000	7,491,146,000	1.87		Hist	12/31/2022
SPDR S&P 500 ETF TRUST	SPY	Common	19,330	-1,132	7,392,365,000	7,385,056,000	1.84		Hist	12/31/2022
HOME DEPOT, INC.	HD	Common	21,957	-2,451	6,935,236,000	6,928,501,000	1.73	0.00	Hist	12/31/2022
Snowflake Inc.	SNOW	Common	46,495	-24,175	6,673,892,000	6,661,881,000	1.67		Hist	12/31/2022
MCDONALDS CORP	MCD	Common	24,069	-1,635	6,342,860,000	6,336,929,000	1.58	0.00	Hist	12/31/2022
AbbVie Inc.	ABBV	COM	37,600	5,014	6,076,463,000	6,072,090,000	1.52	0.00	Hist	12/31/2022
SCHWAB STRATEGIC TRUST	SCHG	Common	106,229	0	5,902,106,000	5,896,177,000	1.47		Hist	12/31/2022
JPMORGAN CHASE & CO	JPM	Common	38,496	-3,365	5,162,306,000	5,157,932,000	1.29		Hist	12/31/2022
VANGUARD BOND INDEX FUNDS	BIV	Common	65,306	0	4,853,547,000	4,848,748,000	1.21		Hist	12/31/2022
Vanguard BD Index Fund Inc Sho	BSV	COM	63,917	0	4,811,670,000	4,806,888,000	1.20		Hist	12/31/2022
PROCTER & GAMBLE Co	PG	Common	31,082	2,781	4,710,858,000	4,707,285,000	1.18	0.00	Hist	12/31/2022
VANGUARD INDEX FUNDS	VB	ETF	24,211	-47	4,443,681,000	4,439,535,000	1.11		Hist	12/31/2022
JOHNSON & JOHNSON	JNJ	Common	24,229	7,943	4,280,006,000	4,277,346,000	1.07	0.00	Hist	12/31/2022
iSHARES TRUST	AGG	LEHMAN AGG BND	43,659	-35,286	4,234,474,000	4,226,868,000	1.06		Hist	12/31/2022
iSHARES TRUST	TLT	OPTION	40,403	5,851	4,022,515,000	4,018,975,000	1.00		Hist	12/31/2022
PayPal Holdings, Inc.	PYPL	COM	53,463	-48,372	3,807,635,000	3,798,870,000	0.95	0.00	Hist	12/31/2022
COCA COLA CO	KO	Common	59,136	1,537	3,761,624,000	3,758,397,000	0.94	0.00	Hist	12/31/2022
iSHARES TRUST	TIP	Common	35,209	0	3,747,659,000	3,743,966,000	0.94		Hist	12/31/2022
DEERE & CO	DE	Common	8,711	478	3,734,772,000	3,732,023,000	0.93	0.00	Hist	12/31/2022
SCHWAB CHARLES CORP	SCHW	Common	43,249	118	3,600,881,000	3,597,781,000	0.90	0.00	Hist	12/31/2022
COSTCO WHOLESALE CORP /NEW	COST	Common	7,814	716	3,567,064,000	3,563,712,000	0.89	0.00	Hist	12/31/2022
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	VWO	Common	85,951	0	3,350,382,000	3,347,246,000	0.84		Hist	12/31/2022
UNITEDHEALTH GROUP INC	UNH	Common	6,310	531	3,345,476,000	3,342,557,000	0.83	0.00	Hist	12/31/2022
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