JEPI JPMorgan Equity Premium Income ETF | $75,685,654 | $5,651,767 ▲ | 8.1% | 1,308,082 | 6.7% | ETF |
TLH iShares 10-20 Year Treasury Bond ETF | $68,882,027 | $4,741,369 ▲ | 7.4% | 655,832 | 6.1% | ETF |
ILCG iShares Morningstar Growth ETF | $49,745,009 | $1,413,589 ▲ | 2.9% | 659,049 | 4.4% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $42,549,009 | $304,152 ▼ | -0.7% | 559,855 | 3.8% | ETF |
EFG iShares MSCI EAFE Growth ETF | $39,119,096 | $31,345 ▲ | 0.1% | 376,906 | 3.5% | ETF |
MDYG SPDR S&P 400 Mid CapGrowth ETF | $36,965,288 | $1,094,005 ▲ | 3.0% | 423,477 | 3.3% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $34,735,055 | $4,737,957 ▲ | 15.8% | 540,539 | 3.1% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $31,576,622 | $1,191,215 ▼ | -3.6% | 415,591 | 2.8% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $24,664,381 | $281,579 ▼ | -1.1% | 282,751 | 2.2% | ETF |
AAPL Apple | $22,928,620 | $1,514,170 ▼ | -6.2% | 133,710 | 2.0% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $17,514,030 | $114,680 ▼ | -0.7% | 95,909 | 1.6% | ETF |
IVW iShares S&P 500 Growth ETF | $17,046,626 | $430,305 ▼ | -2.5% | 201,879 | 1.5% | ETF |
EFV iShares MSCI EAFE Value ETF | $16,460,080 | $332,874 ▼ | -2.0% | 302,575 | 1.5% | ETF |
SLYV SPDR S&P 600 Small CapValue ETF | $16,298,268 | $31,694 ▲ | 0.2% | 196,436 | 1.4% | ETF |
MSFT Microsoft | $15,836,060 | $79,938 ▼ | -0.5% | 37,640 | 1.4% | Computer and Technology |
SCHZ Schwab U.S. Aggregate Bond ETF | $14,723,908 | $64,492 ▲ | 0.4% | 320,085 | 1.3% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $14,667,363 | $160,499 ▲ | 1.1% | 180,122 | 1.3% | ETF |
AVIV Avantis International Large Cap Value ETF | $13,494,047 | $227,893 ▲ | 1.7% | 249,520 | 1.2% | ETF |
AVUS Avantis U.S. Equity ETF | $13,351,999 | $296,693 ▲ | 2.3% | 149,184 | 1.2% | ETF |
AVSC Avantis U.S. Small Cap Equity ETF | $12,051,205 | $397,359 ▲ | 3.4% | 230,161 | 1.1% | ETF |
TOTL SPDR Doubleline Total Return Tactical ETF | $11,905,148 | $192,160 ▲ | 1.6% | 297,257 | 1.1% | ETF |
KEMX KraneShares MSCI Emerging Markets ex China Index ETF | $11,556,519 | $166,298 ▲ | 1.5% | 393,954 | 1.0% | ETF |
AMZN Amazon.com | $11,325,930 | $384,211 ▼ | -3.3% | 62,789 | 1.0% | Retail/Wholesale |
JCPB JPMorgan Core Plus Bond ETF | $10,685,752 | $377,917 ▲ | 3.7% | 229,087 | 0.9% | ETF |
NVDA NVIDIA | $10,475,527 | $15,360 ▲ | 0.1% | 11,594 | 0.9% | Computer and Technology |
AVDE Avantis International Equity ETF | $10,062,902 | $418,900 ▲ | 4.3% | 157,874 | 0.9% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $10,040,381 | $1,987,041 ▼ | -16.5% | 59,281 | 0.9% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $9,823,932 | $109,131 ▼ | -1.1% | 105,953 | 0.9% | ETF |
IVE iShares S&P 500 Value ETF | $8,786,819 | $20,362 ▲ | 0.2% | 47,036 | 0.8% | ETF |
HDV iShares Core High Dividend ETF | $8,747,902 | $1,097,138 ▲ | 14.3% | 79,375 | 0.8% | ETF |
CORT Corcept Therapeutics | $7,843,738 | $27,507 ▲ | 0.4% | 311,383 | 0.7% | Medical |
FNDF Schwab Fundamental International Large Company Index ETF | $7,728,486 | $73,855 ▼ | -0.9% | 217,031 | 0.7% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $7,438,019 | $502,565 ▲ | 7.2% | 79,373 | 0.7% | ETF |
FLTR VanEck Floating Rate ETF | $7,352,348 | $129,438 ▼ | -1.7% | 288,214 | 0.7% | ETF |
META Meta Platforms | $7,150,468 | $1,136,228 ▼ | -13.7% | 14,726 | 0.6% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $6,849,933 | $179,931 ▲ | 2.7% | 13,096 | 0.6% | Finance |
GOOG Alphabet | $6,704,008 | $1,532,192 ▼ | -18.6% | 44,030 | 0.6% | Computer and Technology |
JPM JPMorgan Chase & Co. | $6,463,901 | $112,569 ▲ | 1.8% | 32,271 | 0.6% | Finance |
IDV iShares International Select Dividend ETF | $6,457,433 | $147,799 ▼ | -2.2% | 230,294 | 0.6% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $6,328,119 | $241,802 ▲ | 4.0% | 129,754 | 0.6% | Finance |
ARCB ArcBest | $6,124,244 | | 0.0% | 42,977 | 0.5% | Transportation |
ANGL VanEck Fallen Angel High Yield Bond ETF | $6,053,079 | $20,024 ▼ | -0.3% | 208,583 | 0.5% | Manufacturing |
USMV iShares MSCI USA Min Vol Factor ETF | $5,865,036 | $53,324 ▼ | -0.9% | 70,173 | 0.5% | ETF |
AVGO Broadcom | $5,856,399 | $107,347 ▲ | 1.9% | 4,419 | 0.5% | Computer and Technology |
JNJ Johnson & Johnson | $5,637,039 | $92,540 ▲ | 1.7% | 35,635 | 0.5% | Medical |
CVX Chevron | $5,339,380 | $195,441 ▲ | 3.8% | 33,849 | 0.5% | Oils/Energy |
VOE Vanguard Mid-Cap Value ETF | $5,213,830 | $75,149 ▼ | -1.4% | 33,441 | 0.5% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $5,083,703 | $14,861 ▲ | 0.3% | 98,521 | 0.5% | ETF |
MCD McDonald's | $5,004,066 | $85,995 ▲ | 1.7% | 17,748 | 0.4% | Retail/Wholesale |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $4,939,869 | $145,161 ▼ | -2.9% | 42,844 | 0.4% | ETF |
VTI Vanguard Total Stock Market ETF | $4,863,770 | $178,032 ▼ | -3.5% | 18,714 | 0.4% | ETF |
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF | $4,727,825 | $734,380 ▼ | -13.4% | 60,181 | 0.4% | ETF |
CAT Caterpillar | $4,512,387 | $76,953 ▲ | 1.7% | 12,314 | 0.4% | Industrial Products |
COST Costco Wholesale | $4,486,670 | $24,177 ▲ | 0.5% | 6,124 | 0.4% | Retail/Wholesale |
UNH UnitedHealth Group | $4,468,461 | $32,649 ▲ | 0.7% | 9,033 | 0.4% | Medical |
IWM iShares Russell 2000 ETF | $4,433,346 | $74,026 ▲ | 1.7% | 21,081 | 0.4% | Finance |
WMT Walmart | $4,425,510 | $2,967,408 ▲ | 203.5% | 73,550 | 0.4% | Retail/Wholesale |
HD Home Depot | $4,395,380 | $30,305 ▲ | 0.7% | 11,458 | 0.4% | Retail/Wholesale |
ETN Eaton | $4,314,247 | $108,497 ▲ | 2.6% | 13,798 | 0.4% | Industrial Products |
MRK Merck & Co., Inc. | $4,231,023 | $126,146 ▲ | 3.1% | 32,065 | 0.4% | Medical |
LLY Eli Lilly and Company | $4,228,961 | $58,347 ▼ | -1.4% | 5,436 | 0.4% | Medical |
ABBV AbbVie | $4,194,680 | $105,982 ▲ | 2.6% | 23,035 | 0.4% | Medical |
PG Procter & Gamble | $4,135,811 | $99,461 ▲ | 2.5% | 25,490 | 0.4% | Consumer Staples |
TPYP Tortoise North American Pipeline Fund | $3,907,506 | $459,943 ▼ | -10.5% | 139,753 | 0.3% | ETF |
HTGC Hercules Capital | $3,874,243 | $160,700 ▼ | -4.0% | 209,986 | 0.3% | Finance |
VOO Vanguard S&P 500 ETF | $3,813,103 | $40,381 ▲ | 1.1% | 7,932 | 0.3% | ETF |
DVY iShares Select Dividend ETF | $3,647,399 | $64,054 ▼ | -1.7% | 29,610 | 0.3% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $3,614,726 | $38,156 ▲ | 1.1% | 44,336 | 0.3% | ETF |
VBR Vanguard Small-Cap Value ETF | $3,516,427 | $134,893 ▲ | 4.0% | 18,326 | 0.3% | ETF |
IEFA iShares Core MSCI EAFE ETF | $3,507,147 | $20,856 ▼ | -0.6% | 47,253 | 0.3% | ETF |
VBK Vanguard Small-Cap Growth ETF | $3,498,895 | $47,712 ▲ | 1.4% | 13,420 | 0.3% | ETF |
GOOGL Alphabet | $3,463,460 | $458,233 ▼ | -11.7% | 22,947 | 0.3% | Computer and Technology |
JPST JPMorgan Ultra-Short Income ETF | $3,423,784 | $98,579 ▼ | -2.8% | 67,865 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $3,402,451 | $72,059 ▼ | -2.1% | 30,786 | 0.3% | ETF |
IMTM iShares MSCI Intl Momentum Factor ETF | $3,334,270 | $49,469 ▼ | -1.5% | 84,993 | 0.3% | ETF |
PEP PepsiCo | $3,319,592 | $115,157 ▲ | 3.6% | 18,968 | 0.3% | Consumer Staples |
XOM Exxon Mobil | $3,302,334 | $6,974 ▲ | 0.2% | 28,410 | 0.3% | Oils/Energy |
LMT Lockheed Martin | $3,247,731 | $90,063 ▲ | 2.9% | 7,140 | 0.3% | Aerospace |
IWF iShares Russell 1000 Growth ETF | $3,227,716 | $143,252 ▼ | -4.2% | 9,576 | 0.3% | ETF |
IBB iShares Biotechnology ETF | $3,220,187 | $15,781 ▼ | -0.5% | 23,467 | 0.3% | Finance |
HYD VanEck High Yield Muni ETF | $3,200,752 | $59,942 ▼ | -1.8% | 61,247 | 0.3% | ETF |
UNP Union Pacific | $3,113,936 | $83,369 ▲ | 2.8% | 12,662 | 0.3% | Transportation |
LRCX Lam Research | $3,007,782 | $97,151 ▲ | 3.3% | 3,096 | 0.3% | Computer and Technology |
MDT Medtronic | $3,002,863 | $6,449 ▼ | -0.2% | 34,456 | 0.3% | Medical |
IVV iShares Core S&P 500 ETF | $2,982,217 | $172,951 ▼ | -5.5% | 5,673 | 0.3% | ETF |
V Visa | $2,978,005 | $78,699 ▲ | 2.7% | 10,671 | 0.3% | Business Services |
EFA iShares MSCI EAFE ETF | $2,840,328 | $32,344 ▼ | -1.1% | 35,566 | 0.3% | Finance |
DIS Walt Disney | $2,834,098 | $53,104 ▲ | 1.9% | 23,162 | 0.3% | Consumer Discretionary |
GRMN Garmin | $2,823,174 | $82,176 ▲ | 3.0% | 18,964 | 0.3% | Computer and Technology |
DUK Duke Energy | $2,808,056 | $73,402 ▲ | 2.7% | 29,036 | 0.2% | Utilities |
IWS iShares Russell Mid-Cap Value ETF | $2,775,785 | $17,797 ▲ | 0.6% | 22,148 | 0.2% | ETF |
BAC Bank of America | $2,676,983 | $26,203 ▼ | -1.0% | 70,596 | 0.2% | Finance |
BX Blackstone | $2,620,348 | $100,894 ▲ | 4.0% | 19,946 | 0.2% | Finance |
SCHE Schwab Emerging Markets Equity ETF | $2,576,063 | $121,832 ▼ | -4.5% | 102,022 | 0.2% | ETF |
BA Boeing | $2,573,690 | $33,387 ▲ | 1.3% | 13,336 | 0.2% | Aerospace |
IWR iShares Russell Mid-Cap ETF | $2,504,792 | $50,370 ▲ | 2.1% | 29,787 | 0.2% | ETF |
TRV Travelers Companies | $2,480,542 | $63,521 ▲ | 2.6% | 10,778 | 0.2% | Finance |
SCHB Schwab US Broad Market ETF | $2,436,441 | $59,096 ▲ | 2.5% | 39,909 | 0.2% | ETF |
TXN Texas Instruments | $2,430,843 | $31,705 ▲ | 1.3% | 13,954 | 0.2% | Computer and Technology |
NEE NextEra Energy | $2,406,405 | $95,290 ▲ | 4.1% | 37,653 | 0.2% | Utilities |
