B.O.S.S. Retirement Advisors, LLC [Rocket]

Holdings

B.O.S.S. Retirement Advisors, 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	53,729	53,729	18,296,991,000	18,296,991,000	3.89	0.00	Hist	06/30/2023
SPDR SERIES TRUST	ONEK	Common	294,137	294,137	15,327,465,000	15,327,465,000	3.26		Hist	06/30/2023
Apple Inc.	AAPL	Common	72,140	72,140	13,992,885,000	13,992,885,000	2.98		Hist	06/30/2023
iSHARES TRUST	IVV	Common	28,068	28,068	12,510,088,000	12,510,088,000	2.66		Hist	06/30/2023
VANGUARD INDEX FDS SANDP 500 ETF	VOO	STOCK	30,673	30,673	12,492,453,000	12,492,453,000	2.66		Hist	06/30/2023
VANGUARD INDEX FUNDS	VTI	Common	54,397	54,397	11,982,480,000	11,982,480,000	2.55		Hist	06/30/2023
AMAZON COM INC	AMZN	Common	64,429	64,429	8,398,966,000	8,398,966,000	1.79		Hist	06/30/2023
iSHARES TRUST	UAE	Common	73,750	73,750	7,421,511,000	7,421,511,000	1.58		Hist	06/30/2023
NVIDIA CORP	NVDA	Common	14,988	14,988	6,340,639,000	6,340,639,000	1.35	0.00	Hist	06/30/2023
Mastercard Inc	MA	CL A	14,404	14,404	5,665,443,000	5,665,443,000	1.20		Hist	06/30/2023
EQUISHARES CORPORATION	IWY	Exchange Traded Fund	35,500	35,500	5,628,983,000	5,628,983,000	1.20		Hist	06/30/2023
S&P Global Inc.	SPGI	COM	12,808	12,808	5,134,724,000	5,134,724,000	1.09		Hist	06/30/2023
SCHWAB US LC ETF	SCHX	Equities	88,267	88,267	4,622,551,000	4,622,551,000	0.98		Hist	06/30/2023
Alphabet Inc.	GOOGL	COM	38,285	38,285	4,582,718,000	4,582,718,000	0.97		Hist	06/30/2023
CHEVRON CORP	CVX	Common	28,386	28,386	4,466,635,000	4,466,635,000	0.95	0.00	Hist	06/30/2023
MCDONALDS CORP	MCD	Common	14,512	14,512	4,330,531,000	4,330,531,000	0.92	0.00	Hist	06/30/2023
EXXON MOBIL CORP	XOM	Common	40,122	40,122	4,303,033,000	4,303,033,000	0.91	0.00	Hist	06/30/2023
iSHARES TRUST	IWM	Common	22,354	22,354	4,186,125,000	4,186,125,000	0.89		Hist	06/30/2023
iSHARES TRUST	TLT	OPTION	40,133	40,133	4,131,302,000	4,131,302,000	0.88		Hist	06/30/2023
BERKSHIRE HATHAWAY INC	BRK/B	Common	11,658	11,658	3,975,493,000	3,975,493,000	0.85		Hist	06/30/2023
EQUISHARES CORPORATION	IWX	Exchange Traded Fund	58,472	58,472	3,943,378,000	3,943,378,000	0.84		Hist	06/30/2023
EXELON CORP	EXC	Common	96,088	96,088	3,914,620,000	3,914,620,000	0.83	0.01	Hist	06/30/2023
Meta Platforms, Inc.	FB	Common	13,040	13,040	3,742,219,000	3,742,219,000	0.80		Hist	06/30/2023
iShares, Inc.	IEMG	Common	75,349	75,349	3,713,987,000	3,713,987,000	0.79		Hist	06/30/2023
Tesla, Inc.	TSLA	COM	13,838	13,838	3,622,373,000	3,622,373,000	0.77		Hist	06/30/2023
Broadcom Ltd	AVGO	COM	4,018	4,018	3,485,132,000	3,485,132,000	0.74		Hist	06/30/2023
VANGUARD STAR FUNDS	VXUS	Common	59,200	59,200	3,319,942,000	3,319,942,000	0.71		Hist	06/30/2023
JPMORGAN CHASE & CO	JPM	Common	22,545	22,545	3,278,909,000	3,278,909,000	0.70		Hist	06/30/2023
COSTAR GROUP, INC.	CSGP	Common	36,311	36,311	3,231,679,000	3,231,679,000	0.69	0.01	Hist	06/30/2023
PEPSICO INC	PEP	Common	17,399	17,399	3,222,860,000	3,222,860,000	0.69		Hist	06/30/2023
AT&T CORP	T	Common	198,225	198,225	3,161,669,000	3,161,669,000	0.67		Hist	06/30/2023
JOHNSON & JOHNSON	JNJ	Common	18,560	18,560	3,072,189,000	3,072,189,000	0.65		Hist	06/30/2023
UNITEDHEALTH GROUP INC	UNH	Common	6,308	6,308	3,031,968,000	3,031,968,000	0.64	0.00	Hist	06/30/2023
KIMBERLY CLARK CORP	KMB	Common	21,701	21,701	2,996,020,000	2,996,020,000	0.64		Hist	06/30/2023
HOME DEPOT, INC.	HD	Common	9,612	9,612	2,986,049,000	2,986,049,000	0.63	0.00	Hist	06/30/2023
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