dcolealdridge assets history on eToro

Holdings over time

(Since January 2, 2023)

Instrument	Avg. Exposure	Current Exposure	Time Holding	Last Closed
Vanguard S&P 500 ETF (VOO)	12.32%	25.53%	94.23%	-
Realty Income (O)	10.19%	11.46%	97.99%	-
Waste Management (WM)	7.05%	8.4%	97.41%	-
Microsoft (MSFT)	4.23%	3.14%	97.24%	-
Vanguard Total Stock Market ETF (VTI)	4.01%	7.93%	94.23%	-
SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L)	2.72%	1.38%	98.83%	-
Apple (AAPL)	2.35%	4.65%	95.65%	-
Vanguard Growth ETF (VUG)	2.27%	5.19%	95.32%	-
Schwab US Large-Cap ETF (SCHX)	1.89%	2.76%	99.16%	-
Altria (MO)	1.65%	1.05%	99%	-
Coca-Cola (KO)	1.49%	1.86%	65.38%	-
STAG (STAG)	1.44%	0.71%	96.91%	-
Fifth Third (FITB)	1.36%	0.82%	98.66%	-
ExxonMobil (XOM)	1.32%	1.93%	92.14%	-
T. Rowe Price (TROW)	1.27%	0.35%	99%	-
Kroger (KR)	1.25%	0.63%	97.99%	-
Visa (V)	1.24%	0.96%	97.83%	-
Juniper Networks (JNPR)	1.21%	0%	75.59%	7/4/2025
JPMorgan (JPM)	1.19%	1.18%	98.66%	-
State Street SPDR S&P 500 ETF (SPY)	1.19%	0.71%	98.33%	-
Lockheed Martin (LMT)	1.18%	0.63%	98.66%	-
Home Depot (HD)	1.1%	0.48%	99.16%	-
Comcast (CMCSA)	1.07%	0.31%	98.83%	-
estebanopatril	1.06%	0%	20.65%	9/11/2023
Kimberly-Clark (KMB)	1.04%	0.54%	99.16%	-
Merck (MRK)	1.03%	0.49%	98.33%	-
Ares Capital (ARCC)	1.02%	0.57%	98.83%	-
HP (HPQ)	1.02%	0.44%	99.16%	-
Cummins (CMI)	0.98%	1.1%	98.75%	-
Bristol-Myers Squibb (BMY)	0.96%	0.41%	98.75%	-
SPDR Portfolio S&P 500 High Dividend ETF (SPYD)	0.92%	0.46%	98.75%	-
Amgen (AMGN)	0.88%	0.39%	97.83%	-
Digital Realty (DLR)	0.88%	0.54%	98.83%	-
Kraft Heinz (KHC)	0.87%	0.26%	99%	-
CubeSmart (CUBE)	0.86%	0.37%	93.14%	-
Qualcomm (QCOM)	0.84%	0.34%	99.16%	-
Omega Healthcare (OHI)	0.83%	0.42%	99%	-
LTC Properties (LTC.US)	0.82%	0.41%	98.66%	-
TD (TD)	0.8%	0.59%	99.16%	-
Global X Nasdaq 100 Covered Call ETF (QYLD)	0.76%	0.34%	99%	-
US Bancorp (USB)	0.72%	0.41%	97.99%	-
American Water (AWK)	0.69%	0.3%	98.66%	-
Domino's (DPZ)	0.69%	0.27%	98.66%	-
Bank of America (BAC)	0.68%	0.67%	95.15%	-
A O Smith (AOS)	0.67%	0.26%	99%	-
Schwab US Dividend Equity ETF (SCHD)	0.65%	1.2%	47.66%	-
Cardinal Health (CAH)	0.64%	0.37%	97.91%	-
Eastman Chemical (EMN)	0.63%	0.23%	99%	-
Disney (DIS)	0.62%	0.29%	97.99%	-
Johnson & Johnson (JNJ)	0.62%	0%	20.65%	9/11/2023
Duke Energy (DUK)	0.56%	0.3%	98.16%	-
L3Harris (LHX)	0.52%	0.56%	99.16%	-
CME Group (CME)	0.5%	0.28%	98.75%	-
WP Carey (WPC)	0.5%	0.27%	98.75%	-
Lowe's (LOW)	0.49%	0%	20.65%	9/11/2023
AGNC (AGNC)	0.49%	0.24%	97.83%	-
Chevron (CVX)	0.49%	0.25%	99.16%	-
BlackRock (BLK)	0.47%	0%	20.65%	9/11/2023
PepsiCo (PEP)	0.39%	0%	20.65%	9/11/2023
Main Street Capital (MAIN)	0.39%	0%	20.65%	9/11/2023
Caterpillar (CAT)	0.35%	0%	20.65%	9/11/2023
Broadcom (AVGO)	0.35%	0%	20.65%	9/11/2023
Hewlett Packard Enterprise (HPE)	0.33%	2.28%	22.07%	-
Cisco (CSCO)	0.33%	0%	20.65%	9/11/2023
Medtronic (MDT.US)	0.3%	0%	20.74%	9/12/2023
Gilead Sciences (GILD)	0.28%	0%	20.74%	9/12/2023
Enbridge (ENB)	0.27%	0%	20.74%	9/12/2023
Ingredion (INGR)	0.25%	0%	20.74%	9/12/2023
VF Corp (VFC)	0.24%	0.13%	99.16%	-
Vanguard S&P 500 Value ETF (VOOV)	0.23%	0%	20.65%	9/11/2023
Best Buy (BBY)	0.22%	0%	20.65%	9/11/2023
Invesco S&P 500 High Dividend Low Volatility ETF (SPHD)	0.22%	0%	20.74%	9/12/2023
iShares Preferred & Income Sec (PFF)	0.19%	0%	20.74%	9/12/2023
Verizon (VZ)	0.18%	0%	20.65%	9/11/2023
AbbVie (ABBV)	0.15%	0%	20.74%	9/12/2023
Warner Bros Discovery (WBD)	0.14%	0.15%	98.66%	-
Mastercard (MA)	0.13%	0%	20.74%	9/12/2023
SPDR Gold (GLD)	0.12%	0%	20.65%	9/11/2023
IBM (IBM)	0.12%	0%	20.82%	9/13/2023
AT&T (T)	0.11%	0%	20.74%	9/12/2023
Essex Property Trust (ESS)	0.08%	0%	20.65%	9/11/2023
Target (TGT)	0.08%	0%	20.65%	9/11/2023
Net Lease Office Properties (NLOP)	0.06%	0.07%	74.25%	-
Store Capital Corp. (STOR)	0.04%	0%	2.93%	2/6/2023
Invesco QQQ (QQQ)	0.02%	0.22%	8.11%	-
VERSANT MEDIA GROUP INC (VSNT)	0%	0.02%	8.61%	-

Portfolio Time Machine

Portfolio date

2026

Instrument	Invested	Value
Vanguard S&P 500 ETF (VOO)	23.63%	24.64%
Realty Income (O)	11.95%	10.93%
Waste Management (WM)	9.89%	9.46%
Vanguard Total Stock Market ETF (VTI)	6.04%	6.46%
Vanguard Growth ETF (VUG)	4.81%	5.06%
Apple (AAPL)	4.39%	4.64%
Microsoft (MSFT)	3.04%	3.41%
Schwab US Large-Cap ETF (SCHX)	2.06%	2.29%
Hewlett Packard Enterprise (HPE)	2.02%	1.97%
ExxonMobil (XOM)	1.89%	1.85%
Coca-Cola (KO)	1.9%	1.82%
SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L)	1.53%	1.52%
JPMorgan (JPM)	0.85%	1.41%
Visa (V)	1.1%	1.26%
Altria (MO)	0.99%	1.1%
Cummins (CMI)	0.55%	1.04%
Schwab US Dividend Equity ETF (SCHD)	1.09%	1.02%
Fifth Third (FITB)	0.88%	0.9%
State Street SPDR S&P 500 ETF (SPY)	0.55%	0.8%
Bank of America (BAC)	0.65%	0.8%
STAG (STAG)	0.82%	0.77%
Ares Capital (ARCC)	0.77%	0.71%
Kroger (KR)	0.55%	0.68%
Kimberly-Clark (KMB)	0.95%	0.65%
Lockheed Martin (LMT)	0.55%	0.62%
TD (TD)	0.55%	0.61%
HP (HPQ)	0.99%	0.59%
L3Harris (LHX)	0.44%	0.56%
Home Depot (HD)	0.55%	0.56%
Merck (MRK)	0.44%	0.52%
SPDR Portfolio S&P 500 High Dividend ETF (SPYD)	0.55%	0.51%
Qualcomm (QCOM)	0.44%	0.49%
Digital Realty (DLR)	0.44%	0.48%
Omega Healthcare (OHI)	0.33%	0.47%
US Bancorp (USB)	0.55%	0.46%
Bristol-Myers Squibb (BMY)	0.5%	0.44%
LTC Properties (LTC.US)	0.55%	0.43%
T. Rowe Price (TROW)	0.58%	0.43%
Cardinal Health (CAH)	0.22%	0.43%
Amgen (AMGN)	0.33%	0.43%
Global X Nasdaq 100 Covered Call ETF (QYLD)	0.57%	0.4%
CubeSmart (CUBE)	0.58%	0.39%
Comcast (CMCSA)	0.55%	0.37%
Disney (DIS)	0.63%	0.36%
American Water (AWK)	0.55%	0.35%
Domino's (DPZ)	0.33%	0.35%
Kraft Heinz (KHC)	0.55%	0.33%
Duke Energy (DUK)	0.33%	0.33%
CME Group (CME)	0.22%	0.32%
A O Smith (AOS)	0.33%	0.31%
AGNC (AGNC)	0.55%	0.28%
WP Carey (WPC)	0.38%	0.27%
Chevron (CVX)	0.33%	0.25%
Eastman Chemical (EMN)	0.33%	0.24%
Net Lease Office Properties (NLOP)	0.25%	0.18%
Warner Bros Discovery (WBD)	0.17%	0.18%
VF Corp (VFC)	0.55%	0.13%

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