Whitaker-Myers Wealth Managers, LTD. [Rocket]

Holdings

Whitaker-Myers Wealth Managers, LTD.

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

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
iSHARES TRUST	IWS	Common	14,142	-20,379	1,475,574,000	-2,316,179,000	0.92		Hist	09/30/2023
SCHWAB STRATEGIC TRUST	SCHG	Common	11,371	-15,549	826,902,000	-1,190,772,000	0.51		Hist	09/30/2023
VANGUARD INDEX FUNDS	VTV	Common	9,130	-7,399	1,259,317,000	-1,089,396,000	0.78		Hist	09/30/2023
VANGUARD TAX-MANAGED FUNDS	VEA	FD	10,702	-18,965	467,892,000	-902,124,000	0.29		Hist	09/30/2023
iSHARES TRUST	HAWX	Common	13,693	-18,840	378,480,000	-547,396,000	0.23		Hist	09/30/2023
iSHARES TRUST	IJH	Common	3,942	-1,812	983,040,000	-521,637,000	0.61		Hist	09/30/2023
SMART CHOICE AUTOMOTIVE GROUP INC	SCHA	CMN	37,373	-8,724	1,548,008,000	-471,061,000	0.96		Hist	09/30/2023
VANGUARD INDEX FDS SANDP 500 ETF	VOO	STOCK	18,097	-329	7,106,834,000	-397,543,000	4.41		Hist	09/30/2023
FIRST TRUST EXCHANGE TRADED FUND	FTCS	Common	20,923	-4,624	1,540,547,000	-377,542,000	0.96		Hist	09/30/2023
Vanguard Growth ETF	VUG	ETF	7,830	-905	2,132,261,000	-339,415,000	1.32		Hist	09/30/2023
VANGUARD BOND INDEX FUNDS	BND	Common	10,680	-3,404	745,234,000	-278,497,000	0.46		Hist	09/30/2023
VANGUARD STAR FUNDS	VXUS	Common	10,176	-2,722	544,601,000	-178,695,000	0.34		Hist	09/30/2023
SCHWAB STRATEGIC TRUST	SCHO	Common	7,680	-3,457	367,808,000	-167,420,000	0.23		Hist	09/30/2023
FIRST TR VALUE LINE DIVID IN	FVD	SHS	50,844	-724	1,901,070,000	-166,290,000	1.18		Hist	09/30/2023
VANGUARD INDEX FUNDS	VB	ETF	1,229	-765	232,384,000	-164,138,000	0.14		Hist	09/30/2023
iSHARES TRUST	ISI	Common	15,036	-1,067	1,416,218,000	-159,281,000	0.88		Hist	09/30/2023
Pacer Funds Trust	PTMC	Common	38,154	-750	1,203,745,000	-77,738,000	0.75		Hist	09/30/2023
INVESCO EXCH TRADED FD TR II	XMLV	Common	8,145	-607	400,492,000	-52,406,000	0.25		Hist	09/30/2023
FIRST TRUST EXCHANGE TRADED FUND	FPXI	Common	6,513	-1,030	250,220,000	-45,929,000	0.16		Hist	09/30/2023
MICROSOFT CORP	MSFT	Common	1,516	-13	478,770,000	-42,086,000	0.30	0.00	Hist	09/30/2023
Tesla, Inc.	TSLA	COM	2,557	-42	639,883,000	-40,385,000	0.40		Hist	09/30/2023
NORTHERN LTS FD TR IV	ISMD	Common	6,950	-788	211,218,000	-37,402,000	0.13		Hist	09/30/2023
VANGUARD INDEX FUNDS	VTI	Common	2,996	-14	636,277,000	-26,744,000	0.39		Hist	09/30/2023
CLEAN HARBORS INC	CLHB	Common	1,308	-142	218,907,000	-19,517,000	0.14		Hist	09/30/2023
Victory Portfolios II	CSB	Exchange Traded Fund	5,284	-2	258,827,000	-12,538,000	0.16		Hist	09/30/2023
LMBS	LMBS	Common Stock	5,102	-132	241,032,000	-8,468,000	0.15		Hist	09/30/2023