Add your holdings by percentage or value to get your portfolio report.
Position
Weight in the portfolio
Charter Communications Inc
Chevron Corp
Energy Transfer LP
iShares Global Energy ETF
Global X MLP & Energy Infrastructure ETF
Microsoft Corporation
Invesco QQQ Trust
Oppenheimer Rochester Fund Municipals A
Schwab U.S. Dividend Equity ETF
Trade Desk Inc
Vanguard Real Estate Index Fund ETF Shares
Vanguard S&P 500 ETF
Vanguard Total Stock Market Index Fund ETF Shares
VanEck CEF Municipal Income ETF
Nuveen AMT-Free Quality Municipal Income Fund
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