VOO Vanguard S&P 500 ETF | $104,237 | $16 ▲ | 0.0% | 193,458 | 15.2% | ETF |
MUB iShares National Muni Bond ETF | $77,566 | $1,723 ▲ | 2.3% | 727,982 | 11.3% | ETF |
BND Vanguard Total Bond Market ETF | $60,695 | $266 ▲ | 0.4% | 844,045 | 8.8% | ETF |
IEFA iShares Core MSCI EAFE ETF | $58,142 | $275 ▲ | 0.5% | 827,295 | 8.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $55,215 | $1,296 ▼ | -2.3% | 94,210 | 8.0% | Finance |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $46,668 | $24,472 ▲ | 110.3% | 581,386 | 6.8% | ETF |
IEF iShares 7-10 Year Treasury Bond ETF | $26,855 | $17,647 ▲ | 191.6% | 290,479 | 3.9% | ETF |
VYM Vanguard High Dividend Yield ETF | $24,685 | $362 ▼ | -1.4% | 193,470 | 3.6% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $19,821 | $255 ▲ | 1.3% | 318,105 | 2.9% | ETF |
GLD SPDR Gold Shares | $17,436 | $409 ▼ | -2.3% | 72,010 | 2.5% | Finance |
VCSH Vanguard Short-Term Corporate Bond ETF | $14,461 | $34,432 ▼ | -70.4% | 185,373 | 2.1% | ETF |
IJR iShares Core S&P Small-Cap ETF | $14,259 | $258 ▲ | 1.8% | 123,751 | 2.1% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $13,205 | $34 ▲ | 0.3% | 252,865 | 1.9% | ETF |
VO Vanguard Mid-Cap ETF | $11,118 | $203 ▼ | -1.8% | 42,092 | 1.6% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $10,902 | $190 ▲ | 1.8% | 160,608 | 1.6% | ETF |
IAU iShares Gold Trust | $10,863 | $60 ▼ | -0.6% | 219,401 | 1.6% | Finance |
EMLP First Trust North American Energy Infrastructure Fund | $9,773 | $17 ▲ | 0.2% | 274,148 | 1.4% | ETF |
VB Vanguard Small-Cap ETF | $7,670 | $126 ▼ | -1.6% | 31,922 | 1.1% | ETF |
PGX Invesco Preferred ETF | $7,153 | $465 ▼ | -6.1% | 620,346 | 1.0% | ETF |
DGRO iShares Core Dividend Growth ETF | $7,146 | $31 ▼ | -0.4% | 116,500 | 1.0% | ETF |
SLV iShares Silver Trust | $6,762 | $3,424 ▲ | 102.6% | 256,805 | 1.0% | ETF |
CWB SPDR Bloomberg Convertible Securities ETF | $5,522 | $60 ▲ | 1.1% | 70,890 | 0.8% | ETF |
ACWI iShares MSCI ACWI ETF | $3,929 | $211 ▼ | -5.1% | 33,442 | 0.6% | Manufacturing |
AAPL Apple | $3,747 | $4 ▼ | -0.1% | 14,964 | 0.5% | Computer and Technology |
REET iShares Global REIT ETF | $3,093 | $75 ▲ | 2.5% | 129,029 | 0.5% | ETF |
VUG Vanguard Growth ETF | $2,955 | | 0.0% | 7,200 | 0.4% | ETF |
GDX VanEck Gold Miners ETF | $2,922 | $1,288 ▲ | 78.8% | 86,191 | 0.4% | ETF |
UCON First Trust TCW Unconstrained Plus Bond ETF | $2,818 | $31 ▲ | 1.1% | 114,305 | 0.4% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $2,560 | $365 ▼ | -12.5% | 14,609 | 0.4% | ETF |
FIDELITY WISE ORIGIN BITCOIN FUND
| $2,127 | $208 ▲ | 10.8% | 26,068 | 0.3% | ETF |
PFF iShares Preferred and Income Securities ETF | $2,063 | $627 ▲ | 43.7% | 65,616 | 0.3% | ETF |
GOOGL Alphabet | $1,828 | $75 ▼ | -3.9% | 9,659 | 0.3% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $1,588 | | 0.0% | 8,111 | 0.2% | ETF |
WMT Walmart | $1,457 | $40 ▼ | -2.7% | 16,132 | 0.2% | Retail/Wholesale |
AMLP Alerian MLP ETF | $1,392 | | 0.0% | 28,910 | 0.2% | ETF |
MGV Vanguard Mega Cap Value ETF | $1,390 | $337 ▼ | -19.5% | 11,126 | 0.2% | ETF |
SDVY First Trust SMID Cap Rising Dividend Archievers ETF | $1,261 | $50 ▲ | 4.2% | 35,177 | 0.2% | ETF |
AMZN Amazon.com | $1,132 | $29 ▼ | -2.5% | 5,158 | 0.2% | Retail/Wholesale |
SHV iShares Short Treasury Bond ETF | $1,115 | $378 ▼ | -25.3% | 10,124 | 0.2% | ETF |
VGT Vanguard Information Technology ETF | $1,020 | | 0.0% | 1,640 | 0.1% | ETF |
MSFT Microsoft | $1,009 | $22 ▲ | 2.2% | 2,395 | 0.1% | Computer and Technology |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $958 | | 0.0% | 12,178 | 0.1% | ETF |
QQQ Invesco QQQ | $937 | $103 ▲ | 12.4% | 1,833 | 0.1% | Finance |
NAD Nuveen Quality Municipal Income Fund | $821 | $436 ▼ | -34.7% | 70,391 | 0.1% | Financial Services |
VXUS Vanguard Total International Stock ETF | $813 | $8 ▲ | 1.0% | 13,800 | 0.1% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $804 | | 0.0% | 1,890 | 0.1% | Finance |
AVGO Broadcom | $803 | $17 ▲ | 2.2% | 3,464 | 0.1% | Computer and Technology |
DON WisdomTree U.S. MidCap Dividend Fund | $792 | $42 ▼ | -5.0% | 15,541 | 0.1% | Finance |
NEA Nuveen AMT-Free Quality Municipal Income Fund | $765 | $91 ▼ | -10.6% | 67,851 | 0.1% | Financial Services |
JPM JPMorgan Chase & Co. | $763 | $228 ▼ | -23.0% | 3,182 | 0.1% | Finance |
TLT iShares 20+ Year Treasury Bond ETF | $760 | $80 ▼ | -9.6% | 8,702 | 0.1% | ETF |
NZF Nuveen Municipal Credit Income Fund | $754 | $45 ▼ | -5.6% | 61,953 | 0.1% | Financial Services |
RWO SPDR Dow Jones Global Real Estate ETF | $723 | $28 ▼ | -3.8% | 16,862 | 0.1% | ETF |
IDV iShares International Select Dividend ETF | $688 | $218 ▼ | -24.1% | 25,144 | 0.1% | ETF |
FEX First Trust Large Cap Core AlphaDEX Fund | $669 | | 0.0% | 6,414 | 0.1% | ETF |
BRK.B Berkshire Hathaway | $659 | | 0.0% | 1,454 | 0.1% | Finance |
SHEL Shell | $633 | | 0.0% | 10,105 | 0.1% | Oils/Energy |
VEA Vanguard FTSE Developed Markets ETF | $594 | | 0.0% | 12,424 | 0.1% | ETF |
XOM Exxon Mobil | $593 | $147 ▲ | 32.9% | 5,516 | 0.1% | Oils/Energy |
ICSH iShares Ultra Short-Term Bond Active ETF | $591 | | 0.0% | 11,724 | 0.1% | ETF |
COST Costco Wholesale | $584 | | 0.0% | 637 | 0.1% | Retail/Wholesale |
SCHM Schwab U.S. Mid-Cap ETF | $576 | $348 ▲ | 152.4% | 20,787 | 0.1% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $551 | $56 ▼ | -9.2% | 11,370 | 0.1% | Manufacturing |
IVV iShares Core S&P 500 ETF | $542 | $296 ▼ | -35.3% | 920 | 0.1% | ETF |
BSX Boston Scientific | $538 | $31 ▼ | -5.5% | 6,023 | 0.1% | Medical |
VOOG Vanguard S&P 500 Growth ETF | $522 | | 0.0% | 1,427 | 0.1% | ETF |
NVDA NVIDIA | $513 | $82 ▲ | 19.1% | 3,818 | 0.1% | Computer and Technology |
DES WisdomTree U.S. SmallCap Dividend Fund | $492 | $11 ▼ | -2.1% | 14,313 | 0.1% | Finance |
ARKK ARK Innovation ETF | $477 | $2 ▼ | -0.4% | 8,394 | 0.1% | ETF |
WMB Williams Companies | $470 | | 0.0% | 8,685 | 0.1% | Oils/Energy |
CM Canadian Imperial Bank of Commerce | $462 | | 0.0% | 7,304 | 0.1% | Finance |
SDY SPDR S&P Dividend ETF | $455 | $2 ▼ | -0.3% | 3,442 | 0.1% | ETF |
SUSA iShares MSCI USA ESG Select ETF | $451 | | 0.0% | 3,706 | 0.1% | ETF |
GS The Goldman Sachs Group | $441 | $2 ▼ | -0.5% | 770 | 0.1% | Finance |
SPROTT PHYSICAL GOLD TR UNIT
| $424 | $424 ▲ | New Holding | 21,065 | 0.1% | CEF |
SCHG Schwab U.S. Large-Cap Growth ETF | $424 | $318 ▲ | 300.0% | 15,200 | 0.1% | ETF |
VTI Vanguard Total Stock Market ETF | $399 | $7 ▲ | 1.8% | 1,377 | 0.1% | ETF |
NMZ Nuveen Municipal High Income Opportunity Fund | $398 | $4 ▼ | -1.0% | 36,820 | 0.1% | Financial Services |
MRK Merck & Co., Inc. | $386 | $15 ▼ | -3.8% | 3,881 | 0.1% | Medical |
KO Coca-Cola | $384 | $1 ▼ | -0.4% | 6,168 | 0.1% | Consumer Staples |
CMI Cummins | $372 | | 0.0% | 1,066 | 0.1% | Auto/Tires/Trucks |
TSLA Tesla | $369 | $42 ▲ | 13.0% | 914 | 0.1% | Auto/Tires/Trucks |
META Meta Platforms | $367 | | 0.0% | 627 | 0.1% | Computer and Technology |
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF | $358 | $34 ▼ | -8.7% | 4,309 | 0.1% | ETF |
VTV Vanguard Value ETF | $348 | $5 ▼ | -1.5% | 2,058 | 0.1% | ETF |
XLF Financial Select Sector SPDR Fund | $347 | $13 ▲ | 3.8% | 7,172 | 0.1% | ETF |
EPD Enterprise Products Partners | $338 | | 0.0% | 10,777 | 0.0% | Oils/Energy |
JCI Johnson Controls International | $338 | $47 ▲ | 16.3% | 4,282 | 0.0% | Construction |
CRM Salesforce | $336 | $12 ▼ | -3.5% | 1,005 | 0.0% | Computer and Technology |
EZU iShares MSCI Eurozone ETF | $333 | $3 ▼ | -1.0% | 7,051 | 0.0% | ETF |
VHT Vanguard Health Care ETF | $323 | | 0.0% | 1,274 | 0.0% | ETF |
IVE iShares S&P 500 Value ETF | $319 | | 0.0% | 1,669 | 0.0% | ETF |
NKE NIKE | $319 | $319 ▲ | New Holding | 4,214 | 0.0% | Consumer Discretionary |
EFA iShares MSCI EAFE ETF | $314 | | 0.0% | 4,152 | 0.0% | Finance |
ESGD iShares ESG Aware MSCI EAFE ETF | $313 | $1 ▼ | -0.2% | 4,112 | 0.0% | Manufacturing |
COIN Coinbase Global | $313 | $42 ▼ | -11.8% | 1,261 | 0.0% | Finance |
PM Philip Morris International | $304 | | 0.0% | 2,524 | 0.0% | Consumer Staples |
HD Home Depot | $298 | $7 ▲ | 2.4% | 765 | 0.0% | Retail/Wholesale |
SHY iShares 1-3 Year Treasury Bond ETF | $289 | $41 ▼ | -12.4% | 3,527 | 0.0% | Manufacturing |
LEO BNY Mellon Strategic Municipals | $288 | $2 ▼ | -0.6% | 47,727 | 0.0% | Finance |
