Vishria Bird Financial Group, LLC
data from 30/09/2025
Capitalization
$ 509.892 M
69.48 %
Performance
$ 103.574 M
67.57 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | IBDT | ISHARES TR | 13.03% | 66.454 M $ | 2604008 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | GOOGL | ALPHABET INC | 5.77% | 29.417 M $ | 121008 | 2018/06/30 | 8.112 M $ | 37.94 % |
| 2025/09/30 | IBMQ | ISHARES TR | 5.76% | 29.350 M $ | 1144685 | 2025/06/30 | 3.663 K $ | 0.91 % |
| 2025/09/30 | AAPL | APPLE INC | 4.84% | 24.658 M $ | 96839 | 2018/06/30 | 4.844 M $ | 24.11 % |
| 2025/09/30 | FDX | FEDEX CORP | 4.75% | 24.205 M $ | 102647 | 2018/06/30 | 808.681 K $ | 3.74 % |
| 2025/09/30 | IBDV | ISHARES TR | 3.81% | 19.430 M $ | 877222 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | IBDU | ISHARES TR | 3.80% | 19.388 M $ | 826064 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | IBDW | ISHARES TR | 3.80% | 19.363 M $ | 912481 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | MSFT | MICROSOFT CORP | 3.59% | 18.324 M $ | 35377 | 2018/06/30 | 717.790 K $ | 4.13 % |
| 2025/09/30 | AMZN | AMAZON COM INC | 3.13% | 15.943 M $ | 72610 | 2018/06/30 | 13.055 K $ | 0.08 % |
| 2025/09/30 | CFLT | CONFLUENT INC | 2.90% | 14.763 M $ | 745621 | 2021/09/30 | -3.818 M $ | -20.58 % |
| 2025/09/30 | QQQ | INVESCO QQQ TR | 2.87% | 14.615 M $ | 24344 | 2022/06/30 | 1.191 M $ | 8.83 % |
| 2025/09/30 | PAVE | GLOBAL X FDS | 2.82% | 14.387 M $ | 302058 | 2021/06/30 | 1.229 M $ | 9.29 % |
| 2025/09/30 | BSCW | INVESCO EXCH TRD SLF IDX FD | 2.82% | 14.360 M $ | 687736 | 2023/12/31 | 161.450 K $ | 1.36 % |
| 2025/09/30 | IJR | ISHARES TR | 2.61% | 13.313 M $ | 112036 | 2018/06/30 | 1.072 M $ | 8.73 % |
| 2025/09/30 | VEA | VANGUARD TAX-MANAGED FDS | 2.50% | 12.724 M $ | 212357 | 2025/06/30 | 605.876 K $ | 5.10 % |
| 2025/09/30 | TJUL | INNOVATOR ETFS TRUST | 2.19% | 11.171 M $ | 381472 | 2023/09/30 | 229.461 K $ | 2.09 % |
| 2025/09/30 | ISHARES TR | 2.07% | 10.568 M $ | 408263 | 2025/09/30 | 0.000 $ | 0.00 % | |
| 2025/09/30 | ISHARES TR | 2.04% | 10.421 M $ | 399566 | 2025/06/30 | 6.669 K $ | 1.64 % | |
| 2025/09/30 | IBDS | ISHARES TR | 1.95% | 9.950 M $ | 408784 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | IBMR | ISHARES TR | 1.92% | 9.776 M $ | 382903 | 2025/06/30 | 4.828 K $ | 1.19 % |
| 2025/09/30 | IJH | ISHARES TR | 1.69% | 8.601 M $ | 131791 | 2022/12/31 | 428.447 K $ | 5.22 % |
| 2025/09/30 | BSCT | INVESCO EXCH TRD SLF IDX FD | 1.64% | 8.337 M $ | 443196 | 2024/03/31 | 49.175 K $ | 0.59 % |
| 2025/09/30 | BX | BLACKSTONE INC | 1.63% | 8.315 M $ | 48669 | 2020/03/31 | 1.038 M $ | 14.22 % |
| 2025/09/30 | IBIT | ISHARES BITCOIN TRUST ETF | 1.58% | 8.041 M $ | 123700 | 2024/09/30 | 469.330 K $ | 6.19 % |
| 2025/09/30 | SPY | SPDR S&P 500 ETF TR | 1.51% | 7.712 M $ | 11576 | 2018/06/30 | 559.468 K $ | 7.82 % |
| 2025/09/30 | IBMP | ISHARES TR | 1.16% | 5.919 M $ | 232359 | 2025/06/30 | 2.067 K $ | 0.51 % |
| 2025/09/30 | BSCV | INVESCO EXCH TRD SLF IDX FD | 0.92% | 4.680 M $ | 280579 | 2023/12/31 | 42.377 K $ | 0.91 % |
| 2025/09/30 | BIL | SPDR SERIES TRUST | 0.89% | 4.540 M $ | 49478 | 2023/03/31 | 979.000 $ | 0.02 % |
| 2025/09/30 | AVGO | BROADCOM INC | 0.74% | 3.755 M $ | 11383 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | GOOG | ALPHABET INC | 0.65% | 3.318 M $ | 13622 | 2018/06/30 | 873.245 K $ | 37.30 % |
| 2025/09/30 | RSPT | INVESCO EXCHANGE TRADED FD T | 0.52% | 2.632 M $ | 59035 | 2018/06/30 | 224.351 K $ | 9.32 % |
| 2025/09/30 | IBDR | ISHARES TR | 0.41% | 2.113 M $ | 86973 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | IWB | ISHARES TR | 0.30% | 1.528 M $ | 4182 | 2018/06/30 | 108.355 K $ | 7.63 % |
| 2025/09/30 | COIN | COINBASE GLOBAL INC | 0.28% | 1.444 M $ | 4278 | 2024/03/31 | -37.466 K $ | -3.71 % |
| 2025/09/30 | AMP | AMERIPRISE FINL INC | 0.25% | 1.296 M $ | 2638 | 2022/06/30 | -111.637 K $ | -7.96 % |
| 2025/09/30 | TSLA | TESLA INC | 0.24% | 1.239 M $ | 2785 | 2020/12/31 | 367.203 K $ | 40.00 % |
| 2025/09/30 | NVDA | NVIDIA CORPORATION | 0.24% | 1.236 M $ | 6622 | 2024/03/31 | 107.040 K $ | 18.10 % |
| 2025/09/30 | PMAY | INNOVATOR ETFS TRUST | 0.23% | 1.183 M $ | 30411 | 2021/06/30 | 33.756 K $ | 2.94 % |
| 2025/09/30 | AMPL | AMPLITUDE INC | 0.23% | 1.162 M $ | 108430 | 2021/12/31 | -299.391 K $ | -13.55 % |
| 2025/09/30 | DFIC | DIMENSIONAL ETF TRUST | 0.22% | 1.123 M $ | 34243 | 2025/06/30 | 40.550 K $ | 5.47 % |
| 2025/09/30 | SCHX | SCHWAB STRATEGIC TR | 0.22% | 1.116 M $ | 42363 | 2018/06/30 | 80.501 K $ | 7.77 % |
| 2025/09/30 | IVV | ISHARES TR | 0.22% | 1.114 M $ | 1664 | 2025/03/31 | 80.537 K $ | 7.80 % |
| 2025/09/30 | ORCL | ORACLE CORP | 0.21% | 1.059 M $ | 3766 | 2024/09/30 | 226.460 K $ | 28.64 % |
| 2025/09/30 | XLY | SELECT SECTOR SPDR TR | 0.19% | 965.749 K $ | 4030 | 2018/06/30 | 89.909 K $ | 10.27 % |
| 2025/09/30 | IOT | SAMSARA INC | 0.18% | 935.795 K $ | 25122 | 2024/09/30 | -39.346 K $ | -6.36 % |
| 2025/09/30 | FNDX | SCHWAB STRATEGIC TR | 0.17% | 884.942 K $ | 33648 | 2024/09/30 | 59.220 K $ | 7.17 % |
| 2025/09/30 | FXO | FIRST TR EXCHANGE TRADED FD | 0.17% | 859.670 K $ | 14475 | 2018/06/30 | 48.201 K $ | 5.94 % |
| 2025/09/30 | HLAL | LISTED FDS TR | 0.17% | 847.213 K $ | 14280 | 2022/06/30 | 82.931 K $ | 10.86 % |
| 2025/09/30 | HOOD | ROBINHOOD MKTS INC | 0.16% | 824.574 K $ | 5759 | 2025/03/31 | 244.331 K $ | 52.92 % |
| 2025/09/30 | CVX | CHEVRON CORP NEW | 0.16% | 820.699 K $ | 5285 | 2021/03/31 | 63.161 K $ | 8.45 % |
| 2025/09/30 | CAT | CATERPILLAR INC | 0.15% | 767.734 K $ | 1609 | 2018/06/30 | 142.926 K $ | 22.91 % |
| 2025/09/30 | ABNB | AIRBNB INC | 0.15% | 763.489 K $ | 6288 | 2021/06/30 | -57.198 K $ | -8.25 % |
| 2025/09/30 | VTI | VANGUARD INDEX FDS | 0.15% | 754.463 K $ | 2299 | 2018/06/30 | 55.727 K $ | 7.98 % |
| 2025/09/30 | PMAR | INNOVATOR ETFS TRUST | 0.15% | 750.246 K $ | 17086 | 2021/03/31 | 28.704 K $ | 3.98 % |
| 2025/09/30 | WMT | WALMART INC | 0.14% | 730.386 K $ | 7087 | 2021/12/31 | 36.796 K $ | 5.40 % |
| 2025/09/30 | JPM | JPMORGAN CHASE & CO. | 0.13% | 654.517 K $ | 2075 | 2020/12/31 | 48.819 K $ | 8.80 % |
| 2025/09/30 | FNDE | SCHWAB STRATEGIC TR | 0.12% | 620.940 K $ | 17172 | 2024/09/30 | 54.091 K $ | 9.54 % |
| 2025/09/30 | VB | VANGUARD INDEX FDS | 0.12% | 618.155 K $ | 2431 | 2025/06/30 | 40.516 K $ | 7.30 % |
| 2025/09/30 | META | META PLATFORMS INC | 0.12% | 609.652 K $ | 830 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | MDY | SPDR S&P MIDCAP 400 ETF TR | 0.12% | 589.474 K $ | 989 | 2018/06/30 | 29.224 K $ | 5.22 % |
| 2025/09/30 | SCHF | SCHWAB STRATEGIC TR | 0.11% | 569.801 K $ | 24476 | 2024/09/30 | 28.881 K $ | 5.34 % |
| 2025/09/30 | VOO | VANGUARD INDEX FDS | 0.11% | 563.390 K $ | 920 | 2024/09/30 | 34.593 K $ | 7.81 % |
| 2025/09/30 | MRK | MERCK & CO INC | 0.10% | 513.568 K $ | 6119 | 2018/06/30 | 27.451 K $ | 6.03 % |
| 2025/09/30 | DIA | SPDR DOW JONES INDL AVERAGE | 0.10% | 510.578 K $ | 1101 | 2018/06/30 | 25.422 K $ | 5.24 % |
| 2025/09/30 | JNJ | JOHNSON & JOHNSON | 0.09% | 479.311 K $ | 2585 | 2018/06/30 | 82.818 K $ | 21.39 % |
| 2025/09/30 | IVW | ISHARES TR | 0.09% | 478.534 K $ | 3964 | 2018/06/30 | 42.097 K $ | 9.65 % |
| 2025/09/30 | POCT | INNOVATOR ETFS TRUST | 0.09% | 475.436 K $ | 11031 | 2021/12/31 | 19.855 K $ | 4.36 % |
| 2025/09/30 | RTX | RTX CORPORATION | 0.09% | 453.799 K $ | 2712 | 2021/09/30 | 57.132 K $ | 14.59 % |
| 2025/09/30 | XLK | SELECT SECTOR SPDR TR | 0.09% | 447.030 K $ | 1586 | 2023/03/31 | 45.407 K $ | 11.31 % |
| 2025/09/30 | HD | HOME DEPOT INC | 0.09% | 443.278 K $ | 1094 | 2018/06/30 | 41.826 K $ | 10.51 % |
| 2025/09/30 | FHN | FIRST HORIZON CORPORATION | 0.09% | 434.632 K $ | 19223 | 2023/06/30 | 27.015 K $ | 6.65 % |
| 2025/09/30 | SCHA | SCHWAB STRATEGIC TR | 0.08% | 432.283 K $ | 15494 | 2024/09/30 | 40.284 K $ | 10.28 % |
| 2025/09/30 | AMRX | AMNEAL PHARMACEUTICALS INC | 0.08% | 421.061 K $ | 42064 | 2025/03/31 | 80.240 K $ | 23.73 % |
| 2025/09/30 | AXP | AMERICAN EXPRESS CO | 0.08% | 417.736 K $ | 1258 | 2024/09/30 | 16.171 K $ | 4.13 % |
| 2025/09/30 | APP | APPLOVIN CORP | 0.08% | 410.286 K $ | 571 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | PJUL | INNOVATOR ETFS TRUST | 0.08% | 403.606 K $ | 8851 | 2021/09/30 | 15.489 K $ | 3.99 % |
| 2025/09/30 | SHOP | SHOPIFY INC | 0.08% | 402.733 K $ | 2710 | 2025/03/31 | 90.134 K $ | 28.83 % |
| 2025/09/30 | ABBV | ABBVIE INC | 0.07% | 380.652 K $ | 1644 | 2021/12/31 | 70.808 K $ | 24.74 % |
| 2025/09/30 | SCHE | SCHWAB STRATEGIC TR | 0.07% | 367.304 K $ | 11007 | 2024/09/30 | 35.552 K $ | 10.72 % |
| 2025/09/30 | FNDC | SCHWAB STRATEGIC TR | 0.07% | 352.030 K $ | 7909 | 2024/09/30 | 19.456 K $ | 5.85 % |
| 2025/09/30 | IBM | INTERNATIONAL BUSINESS MACHS | 0.07% | 347.057 K $ | 1230 | 2024/03/31 | -15.068 K $ | -4.28 % |
| 2025/09/30 | PRF | INVESCO EXCHANGE TRADED FD T | 0.06% | 313.486 K $ | 6934 | 2024/09/30 | 20.385 K $ | 6.96 % |
| 2025/09/30 | RBLX | ROBLOX CORP | 0.06% | 303.359 K $ | 2190 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | NFLX | NETFLIX INC | 0.06% | 291.338 K $ | 243 | 2025/03/31 | -31.126 K $ | -10.47 % |
| 2025/09/30 | BAC | BANK AMERICA CORP | 0.05% | 276.161 K $ | 5353 | 2023/12/31 | 22.665 K $ | 9.02 % |
| 2025/09/30 | SCHC | SCHWAB STRATEGIC TR | 0.05% | 264.959 K $ | 5822 | 2024/09/30 | 17.000 K $ | 6.86 % |
| 2025/09/30 | UBER | UBER TECHNOLOGIES INC | 0.05% | 250.411 K $ | 2556 | 2025/06/30 | 11.264 K $ | 5.01 % |
| 2025/09/30 | PKG | PACKAGING CORP AMER | 0.05% | 238.197 K $ | 1093 | 2024/03/31 | 32.162 K $ | 15.64 % |
| 2025/09/30 | DFIV | DIMENSIONAL ETF TRUST | 0.05% | 235.350 K $ | 5103 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | DIHP | DIMENSIONAL ETF TRUST | 0.05% | 235.045 K $ | 7733 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | IMTM | ISHARES TR | 0.05% | 234.947 K $ | 4907 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | VV | VANGUARD INDEX FDS | 0.05% | 233.050 K $ | 757 | 2024/12/31 | 17.077 K $ | 7.91 % |
| 2025/09/30 | UMMA | LISTED FDS TR | 0.04% | 222.048 K $ | 8057 | 2025/06/30 | 7.388 K $ | 3.45 % |
| 2025/09/30 | PRFZ | INVESCO EXCHANGE TRADED FD T | 0.04% | 211.158 K $ | 4649 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | PXH | INVESCO EXCH TRADED FD TR II | 0.04% | 206.588 K $ | 8127 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | GERN | GERON CORP | 0.01% | 33.243 K $ | 24265 | 2018/09/30 | -970.000 $ | -2.84 % |
| 2025/09/30 | TFLO | ISHARES TR | 0.00% | 0.000 $ | 0 | 2022/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | FSMB | FIRST TR EXCH TRADED FD III | 0.00% | 0.000 $ | 0 | 2022/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | HYMB | SPDR SERIES TRUST | 0.00% | 0.000 $ | 0 | 2023/12/31 | 0.000 $ | 0.00 % |