0001847343-24-000001.txt : 20240104
0001847343-24-000001.hdr.sgml : 20240104
20240104155804
ACCESSION NUMBER: 0001847343-24-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240104
DATE AS OF CHANGE: 20240104
EFFECTIVENESS DATE: 20240104
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: InTrack Investment Management Inc
CENTRAL INDEX KEY: 0001847343
ORGANIZATION NAME:
IRS NUMBER: 030359476
STATE OF INCORPORATION: VT
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21062
FILM NUMBER: 24511672
BUSINESS ADDRESS:
STREET 1: 1233 SHELBURNE ROAD, SUITE D6B
CITY: SOUTH BURLINGTON
STATE: VT
ZIP: 05403
BUSINESS PHONE: 8026580625
MAIL ADDRESS:
STREET 1: 1233 SHELBURNE ROAD, SUITE D6B
CITY: SOUTH BURLINGTON
STATE: VT
ZIP: 05403
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0001847343
XXXXXXXX
12-31-2023
12-31-2023
InTrack Investment Management Inc
1233 SHELBURNE ROAD, SUITE D6B
SOUTH BURLINGTON
VT
05403
13F HOLDINGS REPORT
028-21062
000106450
801-79488
N
Myron R. Sopher
Managing Partner
8026580625
Myron R. Sopher
South Burlington
VT
01-04-2024
0
249
133204965
false
INFORMATION TABLE
2
InTrackInvestmentMgmtttt.xml
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COM
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SH
SOLE
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0
0
7955
ADVANCED MICRO DEVICES INC
COM
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5548
SH
SOLE
0
0
0
5548
ADVANCED MICRO DEVICES INC
COM
007903107
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2693
SH
SOLE
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2693
AGILENT TECHNOLOGIES INC
COM
00846U101
140698
1012
SH
SOLE
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0
1012
AGILENT TECHNOLOGIES INC
COM
00846U101
453933
3265
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0
0
0
3265
AIR PRODS & CHEMS INC
COM
009158106
233278
852
SH
SOLE
0
0
0
852
ALPHABET INC
CAP STK CL A
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69845
500
SH
SOLE
0
0
0
500
ALPHABET INC
CAP STK CL A
02079K305
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5000
SH
SOLE
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0
0
5000
ALPHABET INC
CAP STK CL C
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3344
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SOLE
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0
3344
ALPHABET INC
CAP STK CL C
02079K107
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4099
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SOLE
0
0
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4099
AMAZON COM INC
COM
023135106
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6556
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SOLE
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0
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6556
AMAZON COM INC
COM
023135106
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9042
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SOLE
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APOLLO GLOBAL MGMT INC
COM
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565
APOLLO GLOBAL MGMT INC
COM
03769M106
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SOLE
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APPLE INC
COM
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11650
SH
SOLE
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APPLE INC
COM
037833100
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AUTODESK INC
COM
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BANK AMERICA CORP
COM
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SOLE
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BANK AMERICA CORP
COM
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SOLE
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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SOLE
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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BOEING CO
COM
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BOEING CO
COM
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BP PLC
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COM
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BRISTOL-MYERS SQUIBB CO
COM
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BROOKFIELD RENEWABLE CORP
CL A SUB VTG
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BROOKFIELD RENEWABLE CORP
CL A SUB VTG
11284V105
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6000
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SOLE
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COM
G16962105
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4716
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SOLE
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BUNGE LIMITED
COM
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SOLE
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CARRIER GLOBAL CORPORATION
COM
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6705
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CARRIER GLOBAL CORPORATION
COM
14448C104
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CATERPILLAR INC
COM
149123101
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1570
SH
SOLE
0
0
0
1570
CATERPILLAR INC
COM
149123101
295670
1000
SH
SOLE
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CHEVRON CORP NEW
COM
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SH
SOLE
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CHEVRON CORP NEW
COM
166764100
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SOLE
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CHUBB LIMITED
COM
H1467J104
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1056
SH
SOLE
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1056
CHUBB LIMITED
COM
H1467J104
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3000
SH
SOLE
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CISCO SYS INC
COM
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CISCO SYS INC
COM
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CITIGROUP INC
COM NEW
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20456
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SOLE
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CITIGROUP INC
COM NEW
172967424
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CLOROX CO DEL
COM
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CLOROX CO DEL
COM
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1000
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1000
COCA COLA CO
COM
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6119
SH
SOLE
0
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COCA COLA CO
COM
191216100
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SH
SOLE
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CROWDSTRIKE HLDGS INC
CL A
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CROWDSTRIKE HLDGS INC
CL A
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CROWN CASTLE INC
COM
22822V101
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SOLE
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CROWN CASTLE INC
COM
22822V101
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910
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CVS HEALTH CORP
COM
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CVS HEALTH CORP
COM
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SOLE
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DANAHER CORPORATION
COM
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SH
SOLE
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DANAHER CORPORATION
COM
235851102
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SH
SOLE
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DELTA AIR LINES INC DEL
COM NEW
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SH
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DELTA AIR LINES INC DEL
COM NEW
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10300
SH
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DIGITAL RLTY TR INC
COM
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DIGITAL RLTY TR INC
COM
253868103
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DISNEY WALT CO
COM
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DISNEY WALT CO
COM
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DOW INC
COM
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SH
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DOW INC
COM
260557103
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DUKE ENERGY CORP NEW
COM NEW
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DUKE ENERGY CORP NEW
COM NEW
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SOLE
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EATON CORP PLC
SHS
G29183103
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SH
SOLE
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EATON CORP PLC
SHS
G29183103
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SH
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SH BEN INT
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EATON VANCE MUNI INCOME TRUS
SH BEN INT
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ELEVANCE HEALTH INC
COM
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SH
SOLE
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ELEVANCE HEALTH INC
COM
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SH
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ELI LILLY & CO
COM
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ELI LILLY & CO
COM
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EMERSON ELEC CO
COM
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EMERSON ELEC CO
COM
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ENBRIDGE INC
COM
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ENBRIDGE INC
COM
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EPLUS INC
COM
294268107
387224
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SH
SOLE
0
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0
4850
EQUINIX INC
COM
29444U700
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174
SH
SOLE
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0
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EQUINIX INC
COM
29444U700
322156
400
SH
SOLE
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ETF OPPORTUNITIES TRUST
APPLIED FINA VAL
26923N405
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SH
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ETF OPPORTUNITIES TRUST
APPLIED FINA VAL
26923N405
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EXXON MOBIL CORP
COM
30231G102
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SH
SOLE
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EXXON MOBIL CORP
COM
30231G102
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TOTAL BD ETF
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FIDELITY MERRIMACK STR TR
TOTAL BD ETF
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FORD MTR CO DEL
COM
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FORD MTR CO DEL
COM
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COM
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SH
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FORTINET INC
COM
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FORTIVE CORP
COM
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FORTIVE CORP
COM
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COM NEW
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253218
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SH
SOLE
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GENERAL ELECTRIC CO
COM NEW
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5000
SH
SOLE
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COM
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SOLE
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COM
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COM
43300A203
270222
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SH
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1484
HILTON WORLDWIDE HLDGS INC
COM
43300A203
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HOME DEPOT INC
COM
437076102
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SOLE
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COM
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COM
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SOLE
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HONEYWELL INTL INC
COM
438516106
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495
SH
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INTEL CORP
COM
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INTEL CORP
COM
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COM
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COM
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INTERNATIONAL FLAVORS&FRAGRA
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INVESCO QQQ TR
UNIT SER 1
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INVESCO QQQ TR
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MSCI EAFE ETF
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MSCI EAFE ETF
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ISHARES TR
CORE S&P500 ETF
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3080
ISHARES TR
CORE S&P500 ETF
464287200
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SH
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ISHARES TR
RUSSELL 2000 ETF
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705
ISHARES TR
RUSSELL 2000 ETF
464287655
84043
419
SH
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ISHARES TR
CORE S&P US GWT
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ISHARES TR
MSCI USA MIN VOL
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INTRM GOV CR ETF
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ISHARES TR
INTRM GOV CR ETF
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ISHARES TR
CORE S&P TTL STK
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SH
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ISUN INC
COM
465246106
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SH
SOLE
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23469
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
495569
9866
SH
SOLE
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9866
JPMORGAN CHASE & CO
COM
46625H100
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4294
SH
SOLE
0
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4294
JPMORGAN CHASE & CO
COM
46625H100
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SH
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KELLANOVA
COM
487836108
448678
8025
SH
SOLE
0
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8025
KELLANOVA
COM
487836108
444485
7950
SH
SOLE
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7950
KENVUE INC
COM
49177J102
284885
13232
SH
SOLE
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13232
KENVUE INC
COM
49177J102
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SH
SOLE
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9036
LINDE PLC
SHS
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245
SH
SOLE
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245
LINDE PLC
SHS
G54950103
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SH
SOLE
0
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520
LOWES COS INC
COM
548661107
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300
SH
SOLE
0
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0
300
LOWES COS INC
COM
548661107
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SH
SOLE
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MARRIOTT INTL INC NEW
CL A
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967
SH
SOLE
0
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967
MARRIOTT INTL INC NEW
CL A
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566030
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SH
SOLE
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2510
MCDONALDS CORP
COM
580135101
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SH
SOLE
0
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3373
MCDONALDS CORP
COM
580135101
370638
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SH
SOLE
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1250
MCKESSON CORP
COM
58155Q103
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401
SH
SOLE
0
0
0
401
MCKESSON CORP
COM
58155Q103
789381
1705
SH
SOLE
0
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0
1705
MEDTRONIC PLC
SHS
G5960L103
259332
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SH
SOLE
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3148
MEDTRONIC PLC
SHS
G5960L103
181236
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SH
SOLE
0
0
0
2200
MERCK & CO INC
COM
58933Y105
327938
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SH
SOLE
0
0
0
3008
MERCK & CO INC
COM
58933Y105
91468
839
SH
SOLE
0
0
0
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META PLATFORMS INC
CL A
30303M102
395373
1117
SH
SOLE
0
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0
1117
META PLATFORMS INC
CL A
30303M102
389356
1100
SH
SOLE
0
0
0
1100
MICROSOFT CORP
COM
594918104
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11159
SH
SOLE
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11159
MICROSOFT CORP
COM
594918104
3669022
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SH
SOLE
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NETFLIX INC
COM
64110L106
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667
SH
SOLE
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667
NETFLIX INC
COM
64110L106
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1050
SH
SOLE
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1050
NEWMONT CORP
COM
651639106
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SH
SOLE
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28670
NEWMONT CORP
COM
651639106
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SH
SOLE
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12635
NEXTERA ENERGY PARTNERS LP
COM UNIT PART IN
65341B106
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5786
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COM UNIT PART IN
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SH
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NIKE INC
CL B
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SH
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NIKE INC
CL B
654106103
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SH
SOLE
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NOVARTIS AG
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NOVARTIS AG
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66987V109
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SH
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2900
NOVO-NORDISK A S
ADR
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SH
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0
2924
NOVO-NORDISK A S
ADR
670100205
253453
2450
SH
SOLE
0
0
0
2450
NUVEEN AMT FREE MUN CR INC F
COM
67071L106
591564
50048
SH
SOLE
0
0
0
50048
NUVEEN AMT FREE MUN CR INC F
COM
67071L106
490778
41521
SH
SOLE
0
0
0
41521
NVIDIA CORPORATION
COM
67066G104
1037585
2095
SH
SOLE
0
0
0
2095
NVIDIA CORPORATION
COM
67066G104
1023620
2067
SH
SOLE
0
0
0
2067
PALANTIR TECHNOLOGIES INC
CL A
69608A108
855765
49841
SH
SOLE
0
0
0
49841
PALANTIR TECHNOLOGIES INC
CL A
69608A108
61812
3600
SH
SOLE
0
0
0
3600
PALO ALTO NETWORKS INC
COM
697435105
3657927
12405
SH
SOLE
0
0
0
12405
PALO ALTO NETWORKS INC
COM
697435105
1667841
5656
SH
SOLE
0
0
0
5656
PATTERSON-UTI ENERGY INC
COM
703481101
284893
26379
SH
SOLE
0
0
0
26379
PATTERSON-UTI ENERGY INC
COM
703481101
26287
2434
SH
SOLE
0
0
0
2434
PEPSICO INC
COM
713448108
405610
2388
SH
SOLE
0
0
0
2388
PEPSICO INC
COM
713448108
923420
5437
SH
SOLE
0
0
0
5437
PETCO HEALTH & WELLNESS CO I
COM
71601V105
172852
54700
SH
SOLE
0
0
0
54700
PFIZER INC
COM
717081103
896348
31134
SH
SOLE
0
0
0
31134
PFIZER INC
COM
717081103
370182
12858
SH
SOLE
0
0
0
12858
PLUG POWER INC
COM NEW
72919P202
156155
34701
SH
SOLE
0
0
0
34701
PROCTER AND GAMBLE CO
COM
742718109
892575
6091
SH
SOLE
0
0
0
6091
PROCTER AND GAMBLE CO
COM
742718109
740027
5050
SH
SOLE
0
0
0
5050
PROLOGIS INC.
COM
74340W103
436462
3274
SH
SOLE
0
0
0
3274
PROLOGIS INC.
COM
74340W103
150362
1128
SH
SOLE
0
0
0
1128
ROCKWELL AUTOMATION INC
COM
773903109
509868
1642
SH
SOLE
0
0
0
1642
ROCKWELL AUTOMATION INC
COM
773903109
65201
210
SH
SOLE
0
0
0
210
RTX CORPORATION
COM
75513E101
254103
3020
SH
SOLE
0
0
0
3020
RTX CORPORATION
COM
75513E101
8414
100
SH
SOLE
0
0
0
100
SALESFORCE INC
COM
79466L302
636661
2419
SH
SOLE
0
0
0
2419
SALESFORCE INC
COM
79466L302
684164
2600
SH
SOLE
0
0
0
2600
SCHLUMBERGER LTD
COM STK
806857108
278587
5353
SH
SOLE
0
0
0
5353
SCHLUMBERGER LTD
COM STK
806857108
228195
4385
SH
SOLE
0
0
0
4385
SCHWAB CHARLES CORP
COM
808513105
355558
5168
SH
SOLE
0
0
0
5168
SCHWAB CHARLES CORP
COM
808513105
202960
2950
SH
SOLE
0
0
0
2950
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
79085
2103
SH
SOLE
0
0
0
2103
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
218306
5806
SH
SOLE
0
0
0
5806
SELECT SECTOR SPDR TR
INDL
81369Y704
73932
649
SH
SOLE
0
0
0
649
SELECT SECTOR SPDR TR
INDL
81369Y704
335701
2945
SH
SOLE
0
0
0
2945
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
233347
1305
SH
SOLE
0
0
0
1305
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
108538
607
SH
SOLE
0
0
0
607
SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
170454
2346
SH
SOLE
0
0
0
2346
SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
170751
2350
SH
SOLE
0
0
0
2350
SERVICE CORP INTL
COM
817565104
205350
3000
SH
SOLE
0
0
0
3000
SHELL PLC
SPON ADS
780259305
234974
3571
SH
SOLE
0
0
0
3571
SHELL PLC
SPON ADS
780259305
203059
3086
SH
SOLE
0
0
0
3086
SIMON PPTY GROUP INC NEW
COM
828806109
148060
1038
SH
SOLE
0
0
0
1038
SIMON PPTY GROUP INC NEW
COM
828806109
303823
2130
SH
SOLE
0
0
0
2130
SIMULATIONS PLUS INC
COM
829214105
1088589
24326
SH
SOLE
0
0
0
24326
SIMULATIONS PLUS INC
COM
829214105
358850
8019
SH
SOLE
0
0
0
8019
SPDR S&P 500 ETF TR
TR UNIT
78462F103
778079
1637
SH
SOLE
0
0
0
1637
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1713968
3606
SH
SOLE
0
0
0
3606
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
916557
1806
SH
SOLE
0
0
0
1806
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
1086902
2142
SH
SOLE
0
0
0
2142
SPDR SER TR
BLOOMBERG HIGH Y
78468R622
108892
1150
SH
SOLE
0
0
0
1150
SPDR SER TR
BLOOMBERG HIGH Y
78468R622
138116
1458
SH
SOLE
0
0
0
1458
SPDR SER TR
PORTFOLIO SHORT
78464A474
265638
8920
SH
SOLE
0
0
0
8920
STRYKER CORPORATION
COM
863667101
55472
185
SH
SOLE
0
0
0
185
STRYKER CORPORATION
COM
863667101
898380
3000
SH
SOLE
0
0
0
3000
TESLA INC
COM
88160R101
25111
101
SH
SOLE
0
0
0
101
TESLA INC
COM
88160R101
869680
3500
SH
SOLE
0
0
0
3500
THERMO FISHER SCIENTIFIC INC
COM
883556102
110542
208
SH
SOLE
0
0
0
208
THERMO FISHER SCIENTIFIC INC
COM
883556102
111466
210
SH
SOLE
0
0
0
210
TOTALENERGIES SE
SPONSORED ADS
89151E109
285017
4230
SH
SOLE
0
0
0
4230
TOTALENERGIES SE
SPONSORED ADS
89151E109
395858
5875
SH
SOLE
0
0
0
5875
UNILEVER PLC
SPON ADR NEW
904767704
598687
12349
SH
SOLE
0
0
0
12349
UNILEVER PLC
SPON ADR NEW
904767704
95506
1970
SH
SOLE
0
0
0
1970
VALE S A
SPONSORED ADS
91912E105
444704
28039
SH
SOLE
0
0
0
28039
VALE S A
SPONSORED ADS
91912E105
177632
11200
SH
SOLE
0
0
0
11200
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
5143676
11776
SH
SOLE
0
0
0
11776
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
2950281
6754
SH
SOLE
0
0
0
6754
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
66896
282
SH
SOLE
0
0
0
282
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
486301
2050
SH
SOLE
0
0
0
2050
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
435441
10595
SH
SOLE
0
0
0
10595
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
596854
14522
SH
SOLE
0
0
0
14522
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
92206C706
87497
1475
SH
SOLE
0
0
0
1475
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
92206C706
400410
6750
SH
SOLE
0
0
0
6750
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
584524
12203
SH
SOLE
0
0
0
12203
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
776746
16216
SH
SOLE
0
0
0
16216
VANGUARD WORLD FD
ESG US STK ETF
921910733
239614
2817
SH
SOLE
0
0
0
2817
VANGUARD WORLD FDS
INF TECH ETF
92204A702
52756
109
SH
SOLE
0
0
0
109
VANGUARD WORLD FDS
INF TECH ETF
92204A702
317020
655
SH
SOLE
0
0
0
655
WALMART INC
COM
931142103
190284
1207
SH
SOLE
0
0
0
1207
WALMART INC
COM
931142103
64637
410
SH
SOLE
0
0
0
410
XYLEM INC
COM
98419M100
562547
4919
SH
SOLE
0
0
0
4919
XYLEM INC
COM
98419M100
719324
6290
SH
SOLE
0
0
0
6290
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
321716
2644
SH
SOLE
0
0
0
2644
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
208107
1710
SH
SOLE
0
0
0
1710
ZOETIS INC
CL A
98978V103
885599
4487
SH
SOLE
0
0
0
4487
ZOETIS INC
CL A
98978V103
132041
669
SH
SOLE
0
0
0
669