VOO Vanguard S&P 500 ETF | $102,066 | $4,241 ▲ | 4.3% | 193,428 | 14.8% | ETF |
MUB iShares National Muni Bond ETF | $77,324 | $7,157 ▲ | 10.2% | 711,813 | 11.2% | ETF |
IEFA iShares Core MSCI EAFE ETF | $64,265 | $1,564 ▲ | 2.5% | 823,383 | 9.3% | ETF |
BND Vanguard Total Bond Market ETF | $63,118 | $555 ▲ | 0.9% | 840,346 | 9.1% | ETF |
SPY SPDR S&P 500 ETF Trust | $55,322 | $1,211 ▼ | -2.1% | 96,421 | 8.0% | Finance |
VCSH Vanguard Short-Term Corporate Bond ETF | $49,776 | $3,711 ▼ | -6.9% | 626,747 | 7.2% | ETF |
VYM Vanguard High Dividend Yield ETF | $25,166 | $476 ▼ | -1.9% | 196,305 | 3.6% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $23,159 | $22,531 ▲ | 3,588.9% | 276,521 | 3.4% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $19,569 | $648 ▲ | 3.4% | 314,008 | 2.8% | ETF |
GLD SPDR Gold Shares | $17,913 | $737 ▲ | 4.3% | 73,699 | 2.6% | Finance |
IEMG iShares Core MSCI Emerging Markets ETF | $14,480 | $1,184 ▲ | 8.9% | 252,212 | 2.1% | ETF |
IJR iShares Core S&P Small-Cap ETF | $14,212 | $639 ▲ | 4.7% | 121,511 | 2.1% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $11,586 | $177 ▲ | 1.6% | 157,809 | 1.7% | ETF |
VO Vanguard Mid-Cap ETF | $11,308 | $96 ▼ | -0.8% | 42,860 | 1.6% | ETF |
IAU iShares Gold Trust | $10,965 | $336 ▲ | 3.2% | 220,620 | 1.6% | Finance |
IEF iShares 7-10 Year Treasury Bond ETF | $9,773 | $9,773 ▲ | New Holding | 99,604 | 1.4% | ETF |
EMLP First Trust North American Energy Infrastructure Fund | $9,195 | $81 ▼ | -0.9% | 273,658 | 1.3% | ETF |
PGX Invesco Preferred ETF | $8,159 | $43 ▲ | 0.5% | 660,676 | 1.2% | ETF |
VB Vanguard Small-Cap ETF | $7,697 | $62 ▼ | -0.8% | 32,447 | 1.1% | ETF |
DGRO iShares Core Dividend Growth ETF | $7,335 | $309 ▲ | 4.4% | 117,002 | 1.1% | ETF |
CWB SPDR Bloomberg Convertible Securities ETF | $5,370 | $1 ▼ | 0.0% | 70,120 | 0.8% | ETF |
ACWI iShares MSCI ACWI ETF | $4,213 | $127 ▼ | -2.9% | 35,242 | 0.6% | Manufacturing |
SLV iShares Silver Trust | $3,602 | $3,238 ▲ | 890.0% | 126,785 | 0.5% | ETF |
AAPL Apple | $3,490 | $51 ▼ | -1.4% | 14,979 | 0.5% | Computer and Technology |
REET iShares Global REIT ETF | $3,361 | $26 ▲ | 0.8% | 125,912 | 0.5% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $2,991 | $125 ▼ | -4.0% | 16,693 | 0.4% | ETF |
UCON First Trust TCW Unconstrained Plus Bond ETF | $2,841 | $47 ▲ | 1.7% | 113,045 | 0.4% | ETF |
VUG Vanguard Growth ETF | $2,764 | $171 ▲ | 6.6% | 7,200 | 0.4% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $2,479 | $57 ▼ | -2.2% | 23,341 | 0.4% | ETF |
GDX VanEck Gold Miners ETF | $1,920 | $356 ▼ | -15.6% | 48,209 | 0.3% | ETF |
MGV Vanguard Mega Cap Value ETF | $1,774 | | 0.0% | 13,826 | 0.3% | ETF |
GOOGL Alphabet | $1,667 | $2 ▲ | 0.1% | 10,054 | 0.2% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $1,606 | | 0.0% | 8,111 | 0.2% | ETF |
PFF iShares Preferred and Income Securities ETF | $1,517 | $432 ▲ | 39.8% | 45,663 | 0.2% | ETF |
SHV iShares Short Treasury Bond ETF | $1,500 | $25 ▼ | -1.7% | 13,560 | 0.2% | ETF |
AMLP Alerian MLP ETF | $1,363 | | 0.0% | 28,910 | 0.2% | ETF |
WMT Walmart | $1,339 | $453 ▼ | -25.3% | 16,579 | 0.2% | Retail/Wholesale |
NAD Nuveen Quality Municipal Income Fund | $1,334 | $104 ▼ | -7.2% | 107,786 | 0.2% | Financial Services |
FIDELITY WISE ORIGIN BITCOIN FUND
| $1,306 | $14 ▲ | 1.1% | 23,523 | 0.2% | ETF |
SDVY First Trust SMID Cap Rising Dividend Archievers ETF | $1,229 | $215 ▲ | 21.3% | 33,769 | 0.2% | ETF |
MSFT Microsoft | $1,008 | $105 ▼ | -9.4% | 2,343 | 0.1% | Computer and Technology |
IDV iShares International Select Dividend ETF | $1,001 | $16 ▼ | -1.6% | 33,122 | 0.1% | ETF |
AMZN Amazon.com | $985 | $73 ▲ | 8.0% | 5,288 | 0.1% | Retail/Wholesale |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $978 | $9 ▼ | -0.9% | 12,178 | 0.1% | ETF |
VGT Vanguard Information Technology ETF | $962 | $9 ▼ | -1.0% | 1,640 | 0.1% | ETF |
TLT iShares 20+ Year Treasury Bond ETF | $944 | $414 ▲ | 78.0% | 9,622 | 0.1% | ETF |
NEA Nuveen AMT-Free Quality Municipal Income Fund | $908 | | 0.0% | 75,893 | 0.1% | Financial Services |
VXUS Vanguard Total International Stock ETF | $885 | $253 ▼ | -22.2% | 13,663 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $871 | $16 ▼ | -1.9% | 4,131 | 0.1% | Finance |
NZF Nuveen Municipal Credit Income Fund | $860 | | 0.0% | 65,637 | 0.1% | Financial Services |
DON WisdomTree U.S. MidCap Dividend Fund | $836 | $3 ▼ | -0.4% | 16,358 | 0.1% | Finance |
RWO SPDR Dow Jones Global Real Estate ETF | $833 | $8 ▼ | -0.9% | 17,524 | 0.1% | ETF |
IVV iShares Core S&P 500 ETF | $821 | $29 ▲ | 3.6% | 1,423 | 0.1% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $800 | $52 ▼ | -6.1% | 1,890 | 0.1% | Finance |
QQQ Invesco QQQ | $796 | $11 ▲ | 1.4% | 1,631 | 0.1% | Finance |
SCHM Schwab U.S. Mid-Cap ETF | $684 | | 0.0% | 8,237 | 0.1% | ETF |
BRK.B Berkshire Hathaway | $669 | $131 ▼ | -16.3% | 1,454 | 0.1% | Finance |
FEX First Trust Large Cap Core AlphaDEX Fund | $668 | $0 ▼ | -0.1% | 6,414 | 0.1% | ETF |
SHEL Shell | $666 | $60 ▼ | -8.2% | 10,105 | 0.1% | Oils/Energy |
VEA Vanguard FTSE Developed Markets ETF | $656 | $140 ▲ | 27.0% | 12,424 | 0.1% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $617 | $14 ▼ | -2.3% | 12,522 | 0.1% | Manufacturing |
ICSH iShares Ultra Short-Term Bond Active ETF | $595 | | 0.0% | 11,724 | 0.1% | ETF |
AVGO Broadcom | $585 | $513 ▲ | 717.1% | 3,391 | 0.1% | Computer and Technology |
COST Costco Wholesale | $565 | $41 ▲ | 7.8% | 637 | 0.1% | Retail/Wholesale |
BSX Boston Scientific | $534 | $3 ▲ | 0.5% | 6,374 | 0.1% | Medical |
DES WisdomTree U.S. SmallCap Dividend Fund | $504 | $20 ▼ | -3.9% | 14,627 | 0.1% | Finance |
VOOG Vanguard S&P 500 Growth ETF | $493 | | 0.0% | 1,427 | 0.1% | ETF |
SDY SPDR S&P Dividend ETF | $491 | | 0.0% | 3,454 | 0.1% | ETF |
XOM Exxon Mobil | $486 | $3 ▲ | 0.6% | 4,150 | 0.1% | Oils/Energy |
INTC Intel | $476 | $40 ▼ | -7.8% | 20,277 | 0.1% | Computer and Technology |
MRK Merck & Co., Inc. | $458 | $35 ▼ | -7.1% | 4,033 | 0.1% | Medical |
CM Canadian Imperial Bank of Commerce | $448 | | 0.0% | 7,304 | 0.1% | Finance |
SUSA iShares MSCI USA ESG Select ETF | $446 | | 0.0% | 3,706 | 0.1% | ETF |
KO Coca-Cola | $445 | $4 ▲ | 0.8% | 6,190 | 0.1% | Consumer Staples |
NMZ Nuveen Municipal High Income Opportunity Fund | $434 | | 0.0% | 37,200 | 0.1% | Financial Services |
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund | $432 | $170 ▼ | -28.2% | 8,169 | 0.1% | ETF |
CCI Crown Castle | $431 | $2 ▲ | 0.4% | 3,630 | 0.1% | Finance |
ARKK ARK Innovation ETF | $401 | $78 ▼ | -16.3% | 8,429 | 0.1% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $396 | | 0.0% | 3,800 | 0.1% | ETF |
WMB Williams Companies | $396 | | 0.0% | 8,685 | 0.1% | Oils/Energy |
NVDA NVIDIA | $389 | $52 ▲ | 15.5% | 3,207 | 0.1% | Computer and Technology |
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF | $387 | $31 ▼ | -7.5% | 4,719 | 0.1% | ETF |
GS The Goldman Sachs Group | $383 | $4 ▲ | 1.0% | 774 | 0.1% | Finance |
VTI Vanguard Total Stock Market ETF | $383 | | 0.0% | 1,353 | 0.1% | ETF |
EZU iShares MSCI Eurozone ETF | $372 | | 0.0% | 7,120 | 0.1% | ETF |
VTV Vanguard Value ETF | $365 | $365 ▲ | New Holding | 2,089 | 0.1% | ETF |
VHT Vanguard Health Care ETF | $360 | | 0.0% | 1,274 | 0.1% | ETF |
META Meta Platforms | $359 | $45 ▲ | 14.2% | 627 | 0.1% | Computer and Technology |
EFA iShares MSCI EAFE ETF | $347 | $7 ▲ | 2.0% | 4,152 | 0.1% | Finance |
ESGD iShares ESG Aware MSCI EAFE ETF | $347 | $1 ▼ | -0.3% | 4,122 | 0.1% | Manufacturing |
CMI Cummins | $345 | | 0.0% | 1,066 | 0.1% | Auto/Tires/Trucks |
PEP PepsiCo | $344 | $1 ▲ | 0.3% | 2,022 | 0.0% | Consumer Staples |
SHY iShares 1-3 Year Treasury Bond ETF | $335 | | 0.0% | 4,027 | 0.0% | Manufacturing |
IVE iShares S&P 500 Value ETF | $329 | $12 ▼ | -3.5% | 1,669 | 0.0% | ETF |
NVG Nuveen AMT-Free Municipal Credit Income Fund | $315 | | 0.0% | 23,493 | 0.0% | Financial Services |
EPD Enterprise Products Partners | $314 | | 0.0% | 10,777 | 0.0% | Oils/Energy |
XLF Financial Select Sector SPDR Fund | $313 | $4 ▲ | 1.4% | 6,910 | 0.0% | ETF |
LEO BNY Mellon Strategic Municipals | $312 | | 0.0% | 48,000 | 0.0% | Finance |
PM Philip Morris International | $306 | $12 ▼ | -3.7% | 2,524 | 0.0% | Consumer Staples |
HD Home Depot | $303 | $164 ▼ | -35.1% | 747 | 0.0% | Retail/Wholesale |
