VUG Vanguard Growth ETF | $180,985,217 | $48,279,904 ▲ | 36.4% | 441,053 | 6.6% | ETF |
DGRO iShares Core Dividend Growth ETF | $106,590,891 | $2,951,497 ▲ | 2.8% | 1,737,706 | 3.9% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $90,992,796 | $13,720,292 ▲ | 17.8% | 358,691 | 3.3% | ETF |
VOE Vanguard Mid-Cap Value ETF | $85,745,599 | $5,374,293 ▲ | 6.7% | 530,145 | 3.1% | ETF |
IVV iShares Core S&P 500 ETF | $68,861,535 | $3,069,382 ▲ | 4.7% | 116,976 | 2.5% | ETF |
JAVA JPMorgan Active Value ETF | $60,773,647 | $382,269 ▼ | -0.6% | 960,089 | 2.2% | ETF |
BRK.B Berkshire Hathaway | $57,353,149 | $1,486,307 ▲ | 2.7% | 126,529 | 2.1% | Finance |
JGRO JPMorgan Active Growth ETF | $50,791,174 | $2,019,431 ▼ | -3.8% | 626,819 | 1.9% | ETF |
AAPL Apple | $49,167,724 | $6,698,114 ▲ | 15.8% | 196,440 | 1.8% | Computer and Technology |
IMCG iShares Morningstar Mid-Cap Growth ETF | $42,143,343 | $759,681 ▲ | 1.8% | 557,968 | 1.5% | ETF |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $40,491,722 | $4,372,367 ▲ | 12.1% | 2,207,836 | 1.5% | ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $40,337,501 | $4,383,118 ▲ | 12.2% | 2,070,713 | 1.5% | ETF |
BND Vanguard Total Bond Market ETF | $38,108,320 | $34,089,625 ▲ | 848.3% | 529,944 | 1.4% | ETF |
VOO Vanguard S&P 500 ETF | $36,409,690 | $1,488,199 ▲ | 4.3% | 67,574 | 1.3% | ETF |
VBK Vanguard Small-Cap Growth ETF | $36,301,440 | $7,963,879 ▲ | 28.1% | 129,719 | 1.3% | ETF |
VTV Vanguard Value ETF | $34,531,578 | $12,455,449 ▲ | 56.4% | 203,966 | 1.3% | ETF |
BSCV Invesco BulletShares 2031 Corporate Bond ETF | $32,080,974 | $32,054,122 ▲ | 119,374.8% | 1,998,814 | 1.2% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $30,884,888 | $243,171 ▲ | 0.8% | 603,928 | 1.1% | ETF |
NVDA NVIDIA | $30,755,708 | $5,257,466 ▲ | 20.6% | 229,024 | 1.1% | Computer and Technology |
VB Vanguard Small-Cap ETF | $29,838,490 | $457,850 ▲ | 1.6% | 124,281 | 1.1% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $29,513,745 | $1,336,772 ▲ | 4.7% | 394,938 | 1.1% | ETF |
XMVM Invesco S&P MidCap Value with Momentum ETF | $28,892,317 | $1,302,039 ▲ | 4.7% | 521,333 | 1.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $27,602,748 | $1,364,348 ▲ | 5.2% | 578,984 | 1.0% | ETF |
BSV Vanguard Short-Term Bond ETF | $25,276,587 | $2,247,941 ▲ | 9.8% | 327,120 | 0.9% | ETF |
MGK Vanguard Mega Cap Growth ETF | $24,920,104 | $767,528 ▼ | -3.0% | 72,566 | 0.9% | ETF |
MSFT Microsoft | $23,867,408 | $532,785 ▼ | -2.2% | 56,624 | 0.9% | Computer and Technology |
VEU Vanguard FTSE All-World ex-US ETF | $23,732,846 | $540,114 ▲ | 2.3% | 413,392 | 0.9% | ETF |
SCHB Schwab US Broad Market ETF | $23,273,989 | $15,389,614 ▲ | 195.2% | 1,025,285 | 0.9% | ETF |
IVW iShares S&P 500 Growth ETF | $22,404,862 | $1,700,833 ▲ | 8.2% | 220,672 | 0.8% | ETF |
SPY SPDR S&P 500 ETF Trust | $21,596,467 | $467,692 ▲ | 2.2% | 36,849 | 0.8% | Finance |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $21,350,233 | $354,599 ▲ | 1.7% | 475,294 | 0.8% | ETF |
MUB iShares National Muni Bond ETF | $20,312,228 | $849,831 ▲ | 4.4% | 190,734 | 0.7% | ETF |
BNDX Vanguard Total International Bond ETF | $19,978,644 | $772,931 ▲ | 4.0% | 407,311 | 0.7% | ETF |
SCHP Schwab U.S. TIPS ETF | $19,841,932 | $10,379,152 ▲ | 109.7% | 768,173 | 0.7% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $19,768,987 | $10,337,989 ▲ | 109.6% | 821,653 | 0.7% | ETF |
VBR Vanguard Small-Cap Value ETF | $19,093,468 | $4,461,431 ▲ | 30.5% | 96,344 | 0.7% | ETF |
ZACKS SMALL/MID CAP ETF
| $18,605,085 | $4,956,695 ▲ | 36.3% | 560,743 | 0.7% | ETF |
AMZN Amazon.com | $18,455,884 | $143,263 ▼ | -0.8% | 84,123 | 0.7% | Retail/Wholesale |
SLYV SPDR S&P 600 Small CapValue ETF | $17,995,900 | $14,153,932 ▼ | -44.0% | 206,355 | 0.7% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $17,742,751 | $17,730,106 ▲ | 140,209.2% | 183,805 | 0.6% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $16,118,980 | $71,138 ▼ | -0.4% | 200,984 | 0.6% | ETF |
MGV Vanguard Mega Cap Value ETF | $15,678,549 | $30,728 ▼ | -0.2% | 125,518 | 0.6% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $15,185,715 | $580,516 ▲ | 4.0% | 189,182 | 0.6% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $14,003,052 | $3,642,021 ▲ | 35.2% | 317,962 | 0.5% | ETF |
META Meta Platforms | $13,049,608 | $770,552 ▼ | -5.6% | 22,287 | 0.5% | Computer and Technology |
VYM Vanguard High Dividend Yield ETF | $12,178,673 | $3,504,155 ▲ | 40.4% | 95,451 | 0.4% | ETF |
GOOGL Alphabet | $11,946,394 | $480,256 ▼ | -3.9% | 63,108 | 0.4% | Computer and Technology |
SCHD Schwab US Dividend Equity ETF | $11,846,027 | $8,442,683 ▲ | 248.1% | 433,699 | 0.4% | ETF |
QQQM Invesco NASDAQ 100 ETF | $11,771,228 | $11,725,560 ▲ | 25,675.6% | 55,933 | 0.4% | ETF |
VTI Vanguard Total Stock Market ETF | $11,531,830 | $5,264,689 ▲ | 84.0% | 39,791 | 0.4% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $11,311,054 | $122,426 ▼ | -1.1% | 218,782 | 0.4% | Manufacturing |
BA Boeing | $11,079,213 | $149,920 ▼ | -1.3% | 62,594 | 0.4% | Aerospace |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $10,976,120 | $699,157 ▲ | 6.8% | 200,697 | 0.4% | ETF |
HYLB Xtrackers USD High Yield Corporate Bond ETF | $10,556,028 | $872,417 ▲ | 9.0% | 292,572 | 0.4% | ETF |
FLOT iShares Floating Rate Bond ETF | $10,462,788 | $1,873,356 ▲ | 21.8% | 205,636 | 0.4% | ETF |
JPM JPMorgan Chase & Co. | $10,286,833 | $1,342,876 ▼ | -11.5% | 42,913 | 0.4% | Finance |
VO Vanguard Mid-Cap ETF | $10,173,547 | $741,374 ▲ | 7.9% | 40,509 | 0.4% | ETF |
HEGD Swan Hedged Equity US Large Cap ETF | $9,977,805 | $844,325 ▲ | 9.2% | 445,437 | 0.4% | ETF |
QQQ Invesco QQQ | $9,961,290 | $2,318,541 ▲ | 30.3% | 19,484 | 0.4% | Finance |
VNQ Vanguard Real Estate ETF | $9,784,406 | $3,958,191 ▲ | 67.9% | 109,937 | 0.4% | ETF |
ORCL Oracle | $9,630,756 | $1,136,667 ▼ | -10.6% | 57,793 | 0.4% | Computer and Technology |
ABBV AbbVie | $9,386,070 | $664,074 ▼ | -6.6% | 52,819 | 0.3% | Medical |
UNP Union Pacific | $9,312,552 | $285,965 ▼ | -3.0% | 40,837 | 0.3% | Transportation |
SCHM Schwab U.S. Mid-Cap ETF | $9,279,089 | $6,219,570 ▲ | 203.3% | 334,864 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $8,643,161 | $309,483 ▲ | 3.7% | 75,014 | 0.3% | ETF |
EFG iShares MSCI EAFE Growth ETF | $8,518,757 | $8,426,187 ▲ | 9,102.5% | 87,976 | 0.3% | ETF |
GOOG Alphabet | $8,377,547 | $3,627,922 ▲ | 76.4% | 43,990 | 0.3% | Computer and Technology |
VWOB Vanguard Emerging Markets Government Bond ETF | $8,204,295 | $348,084 ▲ | 4.4% | 129,917 | 0.3% | ETF |
TSLA Tesla | $8,044,241 | $1,639,218 ▼ | -16.9% | 19,919 | 0.3% | Auto/Tires/Trucks |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $7,571,522 | $265,149 ▲ | 3.6% | 325,307 | 0.3% | ETF |
XOM Exxon Mobil | $7,473,532 | $2,142,932 ▼ | -22.3% | 69,475 | 0.3% | Oils/Energy |
SPEM SPDR Portfolio Emerging Markets ETF | $7,135,253 | $36,490 ▼ | -0.5% | 185,959 | 0.3% | ETF |
VXUS Vanguard Total International Stock ETF | $7,068,796 | $189,578 ▼ | -2.6% | 119,952 | 0.3% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $7,015,034 | $981,767 ▼ | -12.3% | 79,806 | 0.3% | ETF |
HD Home Depot | $6,593,506 | $491,304 ▼ | -6.9% | 16,950 | 0.2% | Retail/Wholesale |
DIS Walt Disney | $6,408,716 | $559,136 ▲ | 9.6% | 57,653 | 0.2% | Consumer Discretionary |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $6,307,561 | $3,071,463 ▲ | 94.9% | 49,040 | 0.2% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $6,216,847 | $619,242 ▼ | -9.1% | 99,772 | 0.2% | ETF |
VV Vanguard Large-Cap ETF | $6,165,095 | $88,192 ▼ | -1.4% | 22,859 | 0.2% | ETF |
SCHH Schwab U.S. REIT ETF | $6,137,337 | $194,384 ▲ | 3.3% | 291,421 | 0.2% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $6,118,860 | $3,130,856 ▲ | 104.8% | 269,553 | 0.2% | ETF |
CRM Salesforce | $5,916,824 | $610,506 ▼ | -9.4% | 17,697 | 0.2% | Computer and Technology |
GLDM SPDR Gold MiniShares Trust | $5,853,346 | $6,759 ▼ | -0.1% | 112,586 | 0.2% | Finance |
AVGO Broadcom | $5,833,298 | $222,342 ▼ | -3.7% | 25,160 | 0.2% | Computer and Technology |
COST Costco Wholesale | $5,725,806 | $637,728 ▼ | -10.0% | 6,249 | 0.2% | Retail/Wholesale |
IWB iShares Russell 1000 ETF | $5,708,688 | $104,761 ▼ | -1.8% | 17,819 | 0.2% | ETF |
MA Mastercard | $5,607,083 | $725,108 ▼ | -11.5% | 10,648 | 0.2% | Business Services |
GS The Goldman Sachs Group | $5,574,204 | $1,219,178 ▼ | -17.9% | 9,734 | 0.2% | Finance |
SPDW SPDR Portfolio Developed World ex-US ETF | $5,545,794 | $300,003 ▼ | -5.1% | 162,490 | 0.2% | ETF |
FI Fiserv | $5,440,548 | $680,556 ▼ | -11.1% | 26,485 | 0.2% | Business Services |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $5,419,876 | $5,178,779 ▲ | 2,148.0% | 47,343 | 0.2% | ETF |
ABT Abbott Laboratories | $5,326,774 | $496,900 ▲ | 10.3% | 47,093 | 0.2% | Medical |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $5,194,568 | $30,748,748 ▼ | -85.5% | 251,552 | 0.2% | ETF |
JNJ Johnson & Johnson | $5,078,007 | $578,782 ▼ | -10.2% | 35,112 | 0.2% | Medical |
UNH UnitedHealth Group | $5,013,428 | $698,136 ▼ | -12.2% | 9,910 | 0.2% | Medical |
PG Procter & Gamble | $5,010,147 | $121,095 ▼ | -2.4% | 30,451 | 0.2% | Consumer Staples |
IWF iShares Russell 1000 Growth ETF | $4,915,130 | $203,609 ▲ | 4.3% | 12,239 | 0.2% | ETF |
ACN Accenture | $4,727,114 | $39,753 ▼ | -0.8% | 13,437 | 0.2% | Computer and Technology |
XLK Technology Select Sector SPDR Fund | $4,669,247 | $92,311 ▲ | 2.0% | 20,081 | 0.2% | ETF |
V Visa | $4,657,448 | $315,427 ▼ | -6.3% | 14,736 | 0.2% | Business Services |
