WisdomTree Midcap Dividend Fund (DON): $2
Clorox (CLX): $2 (Roth)
Emerson (EMR): $2
Northrop Grumman (NOC): $2 (Roth)
Vanguard S&P 500 ETF (VOO): $2
Schwab US Dividend Equity ETF (SCHD): $2 (Roth)
Coca Cola (KO): $2
Exxon Mobil (XOM): $2 (Roth)
Kraft-Heinz (KHC): $2
Vanguard High Dividend Yield ETF (VYM): $2 (Roth)
Click here to open an E-Trade account
Hormel (HRL): $2
Clorox (CLX): $2 (Roth)
NextEra Energy (NEE): $2
Northrop Grumman (NOC): $2 (Roth)
McDonald's (MCD): $2
Schwab US Dividend Equity ETF (SCHD): $2 (Roth)
PepsiCo (PEP): $2
Exxon Mobil (XOM): $2 (Roth)
Yum!: $2
Vanguard High Dividend Yield ETF (VYM): $2 (Roth)
Click here to open an E-Trade account
Hormel (HRL): $2
Clorox (CLX): $2 (Roth)
McDonald's (MCD): $2
Northrop Grumman (NOC): $2 (Roth)
Vanguard S&P 500 ETF (VOO): $2
Schwab US Dividend Equity ETF (SCHD): $2 (Roth)
Paychex (PAYX): $2
Exxon Mobil (XOM): $2 (Roth)
Emerson (EMR): $2
Vanguard High Dividend Yield ETF (VYM): $2 (Roth)
Click here to open an E-Trade account
Emerson (EMR): $2
Clorox (CLX): $2 (Roth)
Hormel (HRL): $2
Northrop Grumman (NOC): $2 (Roth)
3M (MMM): $2
Schwab US Dividend Equity ETF (SCHD): $2 (Roth)
Kroger (KR): $2
Exxon Mobil (XOM): $2 (Roth)
Target (TGT): $2
Vanguard High Dividend Yield ETF (VYM): $2 (Roth)
Click here to open an E-Trade account
Q3/H2 of 2023 is officially underway. As is tradition, we kick off the new month by looking back at the one that came before. More specifically, we see what dividends came in, both because it's fun and because it's a good way to stay motivated as you fight to achieve financial freedom or just raise your fiscal power level in general. With this being a quarter ending month, it should be a banger, so let's dive in to see how things played out.
GlobalXSuperdividend (SDIV): $0.44
Kroger (KR): $1.81
SJW: $3.84 ($0.80 taxable/$3.04 IRA)
Intel (INTC): $0.14
J.M. Smucker (SJM): $0.21
Johnson & Johnson (JNJ): $0.70
Sherwin Williams (SHW): $1.21 (IRA)
J.P. Morgan Exchange Traded Fund (JEPI): $2.92 (IRA)
AGNC: $1.41
Exxon Mobil (XOM): $8.55 ($2.92 taxable/$5.63 IRA)
Pfizer (PFE): $1.31
Microsoft (MSFT): $0.04
Emerson (EMR): $0.35
Yum: $0.19
Scott's Miracle Gro (SMG): $7.92 (IRA)
Target (TGT): $0.47
IBM: $0.18
3M (MMM): $0.49
Chevron (CVX): $0.49
iShares Core Dividend Growth ETF (DGRO): $3.40 ($0.28 taxable/$3.12 IRA)
Walgreen's Boots Alliance (WBA): $1.58
Northrop Grumman (NOC): $0.42 (IRA)
Realty Income (O): $8.94 ($6.64 taxable/$2.30 IRA)
Wendy's (WEN): $2.70
ConEd (ED): $0.84
Unilever (UL): $0.30
NextEra Energy (NEE): $2.99 ($0.18 taxable/$2.81 IRA)
Kellogg (K): $0.82 (IRA)
Stag Industrial (STAG): $0.13
Main Street Capital (MAIN): $0.49
Hershey's (HSY): $2.07 (IRA)
Home Depot (HD): $4.18 (IRA)
VF Corp (VFC): $0.32
McDonald's (MCD): $0.46
Invesco High Dividend Low Volatility ETF (SPHD): $0.16
Lockheed Martin (LMT): $0.48
Vanguard High Dividend Yield ETF (VYM): $6.44 ($0.99 taxable/$5.45 IRA)
Stanley Black and Decker (SWK): $4.80 (IRA)
Schwab US Dividend Equity ETF (SCHD): $5.69 ($0.70 taxable/$4.99 IRA)
Nasdaq 100 Covered Call ETF (QYLD): $0.22
Vanguard Total Market ETF (VTI): $7.41 ($3.28 taxable/$4.13 IRA)
WisdomTree Midcap Dividend Fund (DON): $0.08
T. Rowe Price (TROW): $4.88 (IRA)
American Europacific Growth Fund: $2.82 (401K)
Baird Aggregate Bond Fund: $3.66 (401K)
DFA US Small Cap: $2.60 (401K)
Taxable sub-total comes out to $31.78. Retirement comes to $69.77. That brings the grand total to $101.55. By the skin of my freaking teeth. Still, crossing the threshold is crossing the threshold, no matter how narrow the margin is. That's a win. Now all that's left is to get the quarter opener to this level.
Oh, and interest clocked in at $3.79.
For frame of reference, check out last quarter's and last year's posts.
It was a pretty light month on the stock purchase front. I made some paltry buys on Robinhood (which you can read about here and here.) I also bought a share of Leggett & Platt (LEG) and $50 into Best Buy.
The portfolio has been updated accordingly.
All in all, not a bad way to kick off the second half of the year. Hopefully, there will be a re-establishment of momentum in the months to come, but we'll see how things go.
Click here to open an E-Trade account
