CGGR Capital Group Growth ETF | $41,843,925 | $4,552,149 ▲ | 12.2% | 1,029,371 | 12.1% | ETF |
SCHD Schwab US Dividend Equity ETF | $29,985,469 | $12,602,977 ▼ | -29.6% | 1,131,527 | 8.7% | ETF |
CGCP Capital Group Core Plus Income ETF | $28,383,604 | $988,335 ▲ | 3.6% | 1,261,494 | 8.2% | ETF |
QQQM Invesco NASDAQ 100 ETF | $27,339,451 | $1,851,320 ▲ | 7.3% | 120,385 | 7.9% | ETF |
XMHQ Invesco S&P MidCap Quality ETF | $22,014,485 | $2,392,731 ▲ | 12.2% | 224,089 | 6.4% | ETF |
HEFA iShares Currency Hedged MSCI EAFE ETF | $19,678,367 | $966,273 ▲ | 5.2% | 518,397 | 5.7% | ETF |
BRK.B Berkshire Hathaway | $17,550,870 | $6,972,257 ▲ | 65.9% | 36,130 | 5.1% | Finance |
PPH VanEck Pharmaceutical ETF | $17,238,028 | $1,853,667 ▲ | 12.0% | 195,976 | 5.0% | Manufacturing |
FPEI First Trust Institutional Preferred Securities and Income ETF | $16,388,816 | $734,590 ▲ | 4.7% | 863,024 | 4.8% | ETF |
IHDG WisdomTree International Hedged Quality Dividend Growth Fund | $15,812,588 | $187,183 ▼ | -1.2% | 351,001 | 4.6% | Finance |
RDVI FT Vest Rising Dividend Achievers Target Income ETF | $13,368,200 | $1,780,725 ▲ | 15.4% | 541,004 | 3.9% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $12,329,790 | $600,600 ▼ | -4.6% | 409,084 | 3.6% | ETF |
LMBS First Trust Low Duration Opportunities ETF | $5,511,869 | $657,032 ▲ | 13.5% | 111,893 | 1.6% | Manufacturing |
AAPL Apple | $5,437,216 | $14,772 ▲ | 0.3% | 26,501 | 1.6% | Computer and Technology |
JPIB JPMorgan International Bond Opportunities ETF | $3,769,006 | $629,140 ▼ | -14.3% | 77,520 | 1.1% | ETF |
MSFT Microsoft | $3,185,158 | $86,556 ▲ | 2.8% | 6,403 | 0.9% | Computer and Technology |
JPST JPMorgan Ultra-Short Income ETF | $3,163,142 | $862,624 ▲ | 37.5% | 62,414 | 0.9% | ETF |
NVDA NVIDIA | $3,113,459 | $69,988 ▲ | 2.3% | 19,707 | 0.9% | Computer and Technology |
IDMO Invesco S&P International Developed Momentum ETF | $2,849,044 | $325,937 ▲ | 12.9% | 55,602 | 0.8% | ETF |
QQQ Invesco QQQ | $2,787,316 | $161,072 ▲ | 6.1% | 5,053 | 0.8% | Finance |
JMST JPMorgan Ultra-Short Municipal ETF | $2,280,711 | $422,637 ▼ | -15.6% | 44,790 | 0.7% | ETF |
XOM Exxon Mobil | $2,278,883 | $14,230 ▼ | -0.6% | 21,140 | 0.7% | Energy |
AMZN Amazon.com | $2,248,748 | $148,746 ▲ | 7.1% | 10,250 | 0.7% | Retail/Wholesale |
WMT Walmart | $2,202,612 | $74,802 ▲ | 3.5% | 22,526 | 0.6% | Retail/Wholesale |
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund | $1,883,342 | $174,435 ▲ | 10.2% | 19,823 | 0.5% | ETF |
IQLT iShares MSCI Intl Quality Factor ETF | $1,657,626 | $251,455 ▼ | -13.2% | 38,353 | 0.5% | ETF |
XLV Health Care Select Sector SPDR Fund | $1,525,996 | $316,899 ▼ | -17.2% | 11,321 | 0.4% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $1,475,129 | $61,144 ▲ | 4.3% | 63,474 | 0.4% | ETF |
KR Kroger | $1,435,412 | $34,718 ▼ | -2.4% | 20,011 | 0.4% | Retail/Wholesale |
VOO Vanguard S&P 500 ETF | $1,421,313 | $64,192 ▼ | -4.3% | 2,502 | 0.4% | ETF |
OKE ONEOK | $1,390,016 | $138,038 ▲ | 11.0% | 17,028 | 0.4% | Energy |
EVERGY INC
| $1,372,398 | $17,164 ▼ | -1.2% | 19,910 | 0.4% | COM |
META Meta Platforms | $1,319,979 | $18,456 ▼ | -1.4% | 1,788 | 0.4% | Computer and Technology |
FSK FS KKR Capital | $1,060,222 | $25,668 ▼ | -2.4% | 51,095 | 0.3% | Finance |
SCHM Schwab U.S. Mid-Cap ETF | $1,025,697 | $5,666 ▼ | -0.5% | 36,567 | 0.3% | ETF |
TSLA Tesla | $992,370 | $87,992 ▲ | 9.7% | 3,124 | 0.3% | Auto/Tires/Trucks |
VEA Vanguard FTSE Developed Markets ETF | $854,451 | $40,134 ▲ | 4.9% | 14,988 | 0.2% | ETF |
VO Vanguard Mid-Cap ETF | $826,990 | $58,771 ▲ | 7.7% | 2,955 | 0.2% | ETF |
MMM 3M | $755,884 | $1,979 ▼ | -0.3% | 4,965 | 0.2% | Multi-Sector Conglomerates |
AMD Advanced Micro Devices | $754,340 | $15,893 ▼ | -2.1% | 5,316 | 0.2% | Computer and Technology |
DE Deere & Company | $722,942 | $91,003 ▲ | 14.4% | 1,422 | 0.2% | Industrials |
MISL First Trust Indxx Aerospace & Defense ETF | $714,171 | $21,295 ▲ | 3.1% | 19,116 | 0.2% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $707,167 | $2,471 ▲ | 0.4% | 16,600 | 0.2% | ETF |
NFLX Netflix | $676,261 | $2,678 ▼ | -0.4% | 505 | 0.2% | Consumer Discretionary |
DLN WisdomTree U.S. LargeCap Dividend Fund | $645,434 | $986 ▲ | 0.2% | 7,858 | 0.2% | Finance |
VTI Vanguard Total Stock Market ETF | $643,923 | $49,836 ▼ | -7.2% | 2,119 | 0.2% | ETF |
VRIG Invesco Variable Rate Investment Grade ETF | $569,522 | $55,863 ▼ | -8.9% | 22,735 | 0.2% | ETF |
BUFR FT Vest Laddered Buffer ETF | $564,768 | $2,926 ▼ | -0.5% | 17,760 | 0.2% | ETF |
BAC Bank of America | $533,843 | $31,419 ▲ | 6.3% | 11,282 | 0.2% | Finance |
BA Boeing | $506,224 | $28,077 ▲ | 5.9% | 2,416 | 0.1% | Aerospace |
LOW Lowe's Companies | $492,461 | $1,775 ▼ | -0.4% | 2,220 | 0.1% | Retail/Wholesale |
FLTR VanEck IG Floating Rate ETF | $488,096 | | 0.0% | 19,141 | 0.1% | ETF |
GBIL Goldman Sachs Access Treasury 0-1 Year ETF | $488,031 | | 0.0% | 4,873 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $467,113 | $4,639 ▼ | -1.0% | 1,611 | 0.1% | Finance |
JNJ Johnson & Johnson | $461,787 | $9,624 ▲ | 2.1% | 3,023 | 0.1% | Medical |
VB Vanguard Small-Cap ETF | $451,319 | $11,852 ▼ | -2.6% | 1,904 | 0.1% | ETF |
BITWISE BITCOIN ETF TR
| $440,421 | $110,384 ▲ | 33.4% | 7,517 | 0.1% | SHS BEN INT |
SDY SPDR S&P Dividend ETF | $434,260 | $39,231 ▼ | -8.3% | 3,199 | 0.1% | ETF |
XLK Technology Select Sector SPDR Fund | $426,322 | $6,835 ▼ | -1.6% | 1,684 | 0.1% | ETF |
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF | $426,024 | $2,815 ▼ | -0.7% | 10,141 | 0.1% | ETF |
PEP PepsiCo | $422,203 | $154,597 ▼ | -26.8% | 3,198 | 0.1% | Consumer Staples |
CAT Caterpillar | $414,959 | $414,959 ▲ | New Holding | 1,069 | 0.1% | Industrials |
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF | $410,132 | $104 ▲ | 0.0% | 3,955 | 0.1% | ETF |
GLD SPDR Gold Shares | $398,413 | $9,145 ▼ | -2.2% | 1,307 | 0.1% | Finance |
CGGO Capital Group Global Growth Equity ETF | $385,681 | $122,635 ▲ | 46.6% | 12,064 | 0.1% | ETF |
VBR Vanguard Small-Cap Value ETF | $381,642 | $4,095 ▲ | 1.1% | 1,957 | 0.1% | ETF |
SPY SPDR S&P 500 ETF Trust | $373,466 | $117,481 ▼ | -23.9% | 604 | 0.1% | Finance |
KO CocaCola | $359,402 | $29,148 ▲ | 8.8% | 5,080 | 0.1% | Consumer Staples |
ORCL Oracle | $343,828 | $2,404 ▼ | -0.7% | 1,573 | 0.1% | Computer and Technology |
QUAL iShares MSCI USA Quality Factor ETF | $342,167 | $548 ▲ | 0.2% | 1,872 | 0.1% | ETF |
SCHB Schwab US Broad Market ETF | $342,058 | | 0.0% | 14,354 | 0.1% | ETF |
ABBV AbbVie | $339,109 | $4,640 ▲ | 1.4% | 1,827 | 0.1% | Medical |
ECL Ecolab | $325,214 | | 0.0% | 1,207 | 0.1% | Basic Materials |
COST Costco Wholesale | $324,947 | $80,246 ▲ | 32.8% | 328 | 0.1% | Retail/Wholesale |
SJNK SPDR Bloomberg Short Term High Yield Bond ETF | $324,106 | | 0.0% | 12,720 | 0.1% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $316,449 | $438 ▲ | 0.1% | 10,834 | 0.1% | ETF |
VGT Vanguard Information Technology ETF | $310,244 | $9,944 ▼ | -3.1% | 468 | 0.1% | ETF |
GE VERNOVA INC
| $308,819 | $308,819 ▲ | New Holding | 584 | 0.1% | COM |
GOOG Alphabet | $302,610 | $4,967 ▼ | -1.6% | 1,706 | 0.1% | Computer and Technology |
AVLV Avantis U.S. Large Cap Value ETF | $297,304 | $1,296 ▲ | 0.4% | 4,359 | 0.1% | ETF |
DIS Walt Disney | $293,304 | $2,480 ▲ | 0.9% | 2,365 | 0.1% | Consumer Discretionary |
FIDELITY WISE ORIGIN BITCOIN
| $291,933 | $291,933 ▲ | New Holding | 3,106 | 0.1% | SHS |
CGMU Capital Group Municipal Income ETF | $288,213 | $2,402 ▲ | 0.8% | 10,799 | 0.1% | ETF |
PG Procter & Gamble | $282,480 | $24,217 ▲ | 9.4% | 1,773 | 0.1% | Consumer Staples |
LMT Lockheed Martin | $281,650 | $9,265 ▼ | -3.2% | 608 | 0.1% | Aerospace |
MRK Merck & Co., Inc. | $268,751 | $24,461 ▲ | 10.0% | 3,395 | 0.1% | Medical |
CVX Chevron | $260,840 | $4,867 ▼ | -1.8% | 1,822 | 0.1% | Energy |
GFEB FT Cboe Vest U.S. Equity Moderate Buffer ETF - February | $260,141 | | 0.0% | 6,672 | 0.1% | ETF |
IBM International Business Machines | $256,478 | $256,478 ▲ | New Holding | 870 | 0.1% | Computer and Technology |
GOOGL Alphabet | $255,873 | $255,873 ▲ | New Holding | 1,452 | 0.1% | Computer and Technology |
FTXN First Trust Nasdaq Oil & Gas ETF | $254,609 | $26,857 ▲ | 11.8% | 9,357 | 0.1% | ETF |
TSM Taiwan Semiconductor Manufacturing | $251,404 | $189,346 ▼ | -43.0% | 1,110 | 0.1% | Computer and Technology |
FIRST TR EXCHNG TRADED FD VI
| $248,253 | $12,540 ▲ | 5.3% | 9,958 | 0.1% | FT VEST LAD |
URI United Rentals | $242,260 | $242,260 ▲ | New Holding | 322 | 0.1% | Construction |
ONB Old National Bancorp | $234,343 | $1,558 ▲ | 0.7% | 10,981 | 0.1% | Finance |
LLY Eli Lilly and Company | $232,723 | $3,113 ▲ | 1.4% | 299 | 0.1% | Medical |
DVN Devon Energy | $228,392 | $79,269 ▼ | -25.8% | 7,180 | 0.1% | Energy |
IVV iShares Core S&P 500 ETF | $227,023 | $227,023 ▲ | New Holding | 366 | 0.1% | ETF |
IEFA iShares Core MSCI EAFE ETF | $219,552 | $219,552 ▲ | New Holding | 2,630 | 0.1% | ETF |
V Visa | $213,026 | | 0.0% | 600 | 0.1% | Business Services |
