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The Analysis of TOTAL INVESTMENT MANAGEMENT INC's Holdings & P&L

Currently, TOTAL INVESTMENT MANAGEMENT INC holds 89 types of securities in its portfolio with a total value $857.8M. In the most recent quarter, they have increased their positions in IVV (+95.8K shares, valued at $62.6M), VTI (+165.9K shares, valued at $53.2M), FNK (+12.1K shares, valued at $691.7K); decreased their positions in TBIL (-601.6K shares, valued at $30.0M), XHLF (-27.3K shares, valued at $1.4M), EEM (-9.1K shares, valued at $517.5K); initiated new positions in VTI (+165.9K shares, valued at $53.2M), MINT (+4.0K shares, valued at $404.5K), T (+7.6K shares, valued at $219.6K).

1M P&L

+26.3M+3.17%

3M P&L

+27.4M+3.31%

HY P&L

+59.9M+7.52%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A759.8M

96.5%

2Consumer Electronics7.5M

1.0%

3Airlines2.5M

0.3%

Top Industries by Stock Count

1N/A48 stocks

59.3%

2Drug Manufacturers - General3 stocks

3.7%

3Airlines3 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BKUI BNY MELLON ETF TRUST1.9M shares-0.17%2026-03-312026-04-13

XHLF BONDBLOXX ETF TRUST1.8M shares-1.51%2026-03-312026-04-13

SPY STATE STR SPDR S&P 500 ETF T137.7K shares0.25%2026-03-312026-04-13

EEM ISHARES TR1.6M shares-0.58%2026-03-312026-04-13

FNK FIRST TR EXCHANGE-TRADED ALP1.3M shares0.91%2026-03-312026-04-13

BKAG BNY MELLON ETF TRUST1.7M shares0.78%2026-03-312026-04-13

QQQM INVESCO EXCH TRADED FD TR II300.0K shares0.45%2026-03-312026-04-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T344.6K shares0.68%2026-03-312026-04-13

Sponsored

IVV ISHARES TR96.6K shares11373.63%2026-03-312026-04-13

VTI VANGUARD INDEX FDS165.9K sharesnew addition2026-03-312026-04-13

TBIL RBB FD INC391.2K shares-60.60%2026-03-312026-04-13

VV VANGUARD INDEX FDS53.0K shares-0.34%2026-03-312026-04-13

AAPL APPLE INC29.6K shares3.54%2026-03-312026-04-13

BOND PIMCO ETF TR58.4K shares-4.61%2026-03-312026-04-13

AGG ISHARES TR26.2K shares-2.32%2026-03-312026-04-13

IBIT ISHARES BITCOIN TRUST ETF66.7K shares-7.73%2026-03-312026-04-13

Sponsored

IVE ISHARES TR11.0K shares2.21%2026-03-312026-04-13

CAT CATERPILLAR INC3.1K shares0.46%2026-03-312026-04-13

FSS FEDERAL SIGNAL CORP18.4K shares-8.56%2026-03-312026-04-13

WMT WALMART INC15.3K shares2.08%2026-03-312026-04-13

NVDA NVIDIA CORPORATION8.2K shares16.08%2026-03-312026-04-13

AMZN AMAZON COM INC5.8K shares-8.18%2026-03-312026-04-13

JPM JPMORGAN CHASE & CO4.0K shares3.12%2026-03-312026-04-13

BIL SPDR SERIES TRUST12.3K shares0.11%2026-03-312026-04-13

Sponsored

TSLA TESLA INC2.9K shares-10.00%2026-03-312026-04-13

VGT VANGUARD WORLD FD1.5K shares3.70%2026-03-312026-04-13

UAL UNITED AIRLS HLDGS INC11.3K shares2.74%2026-03-312026-04-13

IWM ISHARES TR4.0K shares-0.27%2026-03-312026-04-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.9K shares-0.51%2026-03-312026-04-13

LUV SOUTHWEST AIRLS CO24.4K shares-31.60%2026-03-312026-04-13

EFA ISHARES TR9.1K shares-6.54%2026-03-312026-04-13

PSLV SPROTT ASSET MANAGEMENT LP33.9K shares-0.88%2026-03-312026-04-13

Sponsored

ETHA ISHARES ETHEREUM TR52.1K shares10.53%2026-03-312026-04-13

INVESCO QQQ TR INVESCO QQQ TR1.4K shares0.07%2026-03-312026-04-13

BROADCOM INC BROADCOM INC2.4K shares73.37%2026-03-312026-04-13

MSFT MICROSOFT CORP1.7K shares0.79%2026-03-312026-04-13

GLDM WORLD GOLD TR6.6K shares-34.73%2026-03-312026-04-13

VANGUARD INDEX FDS VANGUARD INDEX FDS935 shares10.00%2026-03-312026-04-13

SCHB SCHWAB STRATEGIC TR22.1K shares0.93%2026-03-312026-04-13

DAL DELTA AIR LINES INC8.1K shares0.12%2026-03-312026-04-13

Sponsored

CVX CHEVRON CORPORATION2.6K shares3.55%2026-03-312026-04-13

CSCO CISCO SYS INC6.2K shares0.21%2026-03-312026-04-13

SCHQ SCHWAB STRATEGIC TR14.6K shares0.01%2026-03-312026-04-13

ARKK ARK ETF TR6.7K shares0.00%2026-03-312026-04-13

SIVR ABRDN SILVER ETF TRUST6.2K shares-4.37%2026-03-312026-04-13

QQQE DIREXION SHARES ETF TRUST4.5K shares2.26%2026-03-312026-04-13

KO COCA COLA CO5.8K shares-0.02%2026-03-312026-04-13

ALPHABET INC ALPHABET INC1.5K shares9.51%2026-03-312026-04-13

Sponsored

FNDB SCHWAB STRATEGIC TR16.1K shares0.34%2026-03-312026-04-13

META META PLATFORMS INC751 shares1.35%2026-03-312026-04-13

MINT PIMCO ETF TR4.0K sharesnew addition2026-03-312026-04-13

PG PROCTER & GAMBLE CO2.7K shares-0.73%2026-03-312026-04-13

MCD MCDONALDS CORP1.2K shares-2.23%2026-03-312026-04-13

HON HONEYWELL INTL INC1.6K shares0.00%2026-03-312026-04-13

SCHG SCHWAB STRATEGIC TR11.7K shares0.00%2026-03-312026-04-13

XOM EXXON MOBIL CORP1.9K shares-5.27%2026-03-312026-04-13

Sponsored

KMI KINDER MORGAN INC DEL9.6K shares0.90%2026-03-312026-04-13

BA BOEING CO1.6K shares0.00%2026-03-312026-04-13

SIL GLOBAL X FDS3.5K shares1.06%2026-03-312026-04-13

ALPHABET INC ALPHABET INC1.0K shares0.00%2026-03-312026-04-13

EXK ENDEAVOUR SILVER CORP30.3K shares0.00%2026-03-312026-04-13

XLK SELECT SECTOR SPDR TR2.1K shares0.00%2026-03-312026-04-13

SCHX SCHWAB STRATEGIC TR10.4K shares0.21%2026-03-312026-04-13

IUSB ISHARES TR5.7K shares0.00%2026-03-312026-04-13

Sponsored

PHYS SPROTT ASSET MANAGEMENT LP7.2K shares0.00%2026-03-312026-04-13

SCHD SCHWAB STRATEGIC TR8.1K shares1.77%2026-03-312026-04-13

VZ VERIZON COMMUNICATIONS INC4.9K shares0.16%2026-03-312026-04-13

IBM INTERNATIONAL BUSINESS MACHS1.0K shares1.10%2026-03-312026-04-13

MERCK & CO INC MERCK & CO INC2.0K shares2.57%2026-03-312026-04-13

SCHV SCHWAB STRATEGIC TR7.6K shares0.00%2026-03-312026-04-13

MHD BLACKROCK MUNIHOLDINGS FD IN20.6K shares0.56%2026-03-312026-04-13

VTV VANGUARD INDEX FDS1.2K shares7.06%2026-03-312026-04-13

Sponsored

VUG VANGUARD INDEX FDS517 shares9.07%2026-03-312026-04-13

LLY ELI LILLY & CO245 shares3.38%2026-03-312026-04-13

CAH CARDINAL HEALTH INC1.0K shares0.10%2026-03-312026-04-13

T AT&T INC7.6K sharesnew addition2026-03-312026-04-13

ABBV ABBVIE INC995 shares5.07%2026-03-312026-04-13

IUSV ISHARES TR2.1K shares0.00%2026-03-312026-04-13

SCHA SCHWAB STRATEGIC TR7.3K shares0.08%2026-03-312026-04-13

PFE PFIZER INC7.4K sharesnew addition2026-03-312026-04-13

Sponsored

FLGV FRANKLIN TEMPLETON ETF TR10.1K shares0.00%2026-03-312026-04-13

BBUS J P MORGAN EXCHANGE TRADED F1.8K shares0.00%2026-03-312026-04-13

COST COSTCO WHOLESALE CORPORATION206 sharesnew addition2026-03-312026-04-13

V VISA INC679 shares-17.09%2026-03-312026-04-13

FTGC FIRST TR EXCHANGE TRAD FD VI7.1K sharesnew addition2026-03-312026-04-13

QTEC FIRST TR EXCHANGE-TRADED FD944 shares0.00%2026-03-312026-04-13

ACWI ISHARES TR1.5K shares0.00%2026-03-312026-04-13

MQY BLACKROCK MUNIYILD QULT FD I10.9K sharesnew addition2026-03-312026-04-13

Sponsored

VERI VERITONE INC22.5K shares0.00%2026-03-312026-04-13

BKUI

BNY MELLON ETF TRUST

-0.17%

Shares1.9M

Event2026-03-31

Filed2026-04-13

XHLF

BONDBLOXX ETF TRUST

-1.51%

Shares1.8M

Event2026-03-31

Filed2026-04-13

SPY

STATE STR SPDR S&P 500 ETF T

0.25%

Shares137.7K

Event2026-03-31

Filed2026-04-13

EEM

ISHARES TR

-0.58%

Shares1.6M

Event2026-03-31

Filed2026-04-13

FNK

FIRST TR EXCHANGE-TRADED ALP

0.91%

Shares1.3M

Event2026-03-31

Filed2026-04-13

BKAG

BNY MELLON ETF TRUST

0.78%

Shares1.7M

Event2026-03-31

Filed2026-04-13

QQQM

INVESCO EXCH TRADED FD TR II

0.45%

Shares300.0K

Event2026-03-31

Filed2026-04-13

INVESCO EXCHANGE TRADED FD T

0.68%

Shares344.6K

Event2026-03-31

Filed2026-04-13

IVV

ISHARES TR

11373.63%

Shares96.6K

Event2026-03-31

Filed2026-04-13

VTI

VANGUARD INDEX FDS

New

Shares165.9K

Event2026-03-31

Filed2026-04-13

TBIL

RBB FD INC

-60.60%

Shares391.2K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

-0.34%

Shares53.0K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

3.54%

Shares29.6K

Event2026-03-31

Filed2026-04-13

BOND

PIMCO ETF TR

-4.61%

Shares58.4K

Event2026-03-31

Filed2026-04-13

AGG

ISHARES TR

-2.32%

Shares26.2K

Event2026-03-31

Filed2026-04-13

IBIT

ISHARES BITCOIN TRUST ETF

-7.73%

Shares66.7K

Event2026-03-31

Filed2026-04-13

IVE

ISHARES TR

2.21%

Shares11.0K

Event2026-03-31

Filed2026-04-13

CAT

CATERPILLAR INC

0.46%

Shares3.1K

Event2026-03-31

Filed2026-04-13

FSS

FEDERAL SIGNAL CORP

-8.56%

Shares18.4K

Event2026-03-31

Filed2026-04-13

WMT

WALMART INC

2.08%

Shares15.3K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

16.08%

Shares8.2K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

-8.18%

Shares5.8K

Event2026-03-31

Filed2026-04-13

JPM

JPMORGAN CHASE & CO

3.12%

Shares4.0K

Event2026-03-31

Filed2026-04-13

BIL

SPDR SERIES TRUST

0.11%

Shares12.3K

Event2026-03-31

Filed2026-04-13

TSLA

TESLA INC

-10.00%

Shares2.9K

Event2026-03-31

Filed2026-04-13

VGT

VANGUARD WORLD FD

3.70%

Shares1.5K

Event2026-03-31

Filed2026-04-13

UAL

UNITED AIRLS HLDGS INC

2.74%

Shares11.3K

Event2026-03-31

Filed2026-04-13

IWM

ISHARES TR

-0.27%

Shares4.0K

Event2026-03-31

Filed2026-04-13

BERKSHIRE HATHAWAY INC DEL

-0.51%

Shares1.9K

Event2026-03-31

Filed2026-04-13

LUV

SOUTHWEST AIRLS CO

-31.60%

Shares24.4K

Event2026-03-31

Filed2026-04-13

EFA

ISHARES TR

-6.54%

Shares9.1K

Event2026-03-31

Filed2026-04-13

PSLV

SPROTT ASSET MANAGEMENT LP

-0.88%

Shares33.9K

Event2026-03-31

Filed2026-04-13

ETHA

ISHARES ETHEREUM TR

10.53%

Shares52.1K

Event2026-03-31

Filed2026-04-13

INVESCO QQQ TR

0.07%

Shares1.4K

Event2026-03-31

Filed2026-04-13

BROADCOM INC

73.37%

Shares2.4K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

0.79%

Shares1.7K

Event2026-03-31

Filed2026-04-13

GLDM

WORLD GOLD TR

-34.73%

Shares6.6K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

10.00%

Shares935

Event2026-03-31

Filed2026-04-13

SCHB

SCHWAB STRATEGIC TR

0.93%

Shares22.1K

Event2026-03-31

Filed2026-04-13

DAL

DELTA AIR LINES INC

0.12%

Shares8.1K

Event2026-03-31

Filed2026-04-13

CVX

CHEVRON CORPORATION

3.55%

Shares2.6K

Event2026-03-31

Filed2026-04-13

CSCO

CISCO SYS INC

0.21%

Shares6.2K

Event2026-03-31

Filed2026-04-13

SCHQ

SCHWAB STRATEGIC TR

0.01%

Shares14.6K

Event2026-03-31

Filed2026-04-13

ARKK

ARK ETF TR

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-13

SIVR

ABRDN SILVER ETF TRUST

-4.37%

Shares6.2K

Event2026-03-31

Filed2026-04-13

QQQE

DIREXION SHARES ETF TRUST

2.26%

Shares4.5K

Event2026-03-31

Filed2026-04-13

COCA COLA CO

-0.02%

Shares5.8K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

9.51%

Shares1.5K

Event2026-03-31

Filed2026-04-13

FNDB

SCHWAB STRATEGIC TR

0.34%

Shares16.1K

Event2026-03-31

Filed2026-04-13