VUG Vanguard Growth ETF | $165,090,564 | $1,576,002 ▲ | 1.0% | 445,304 | 6.3% | ETF |
DGRO iShares Core Dividend Growth ETF | $109,102,952 | $1,747,448 ▲ | 1.6% | 1,765,991 | 4.1% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $88,009,625 | $283,704 ▲ | 0.3% | 359,851 | 3.3% | ETF |
VOE Vanguard Mid-Cap Value ETF | $86,344,338 | $1,250,537 ▲ | 1.5% | 537,936 | 3.3% | ETF |
IVV iShares Core S&P 500 ETF | $67,121,751 | $1,392,950 ▲ | 2.1% | 119,455 | 2.5% | ETF |
BRK.B Berkshire Hathaway | $65,491,906 | $1,894,920 ▼ | -2.8% | 122,971 | 2.5% | Finance |
JAVA JPMorgan Active Value ETF | $64,432,515 | $3,428,490 ▲ | 5.6% | 1,014,047 | 2.4% | ETF |
JGRO JPMorgan Active Growth ETF | $58,086,388 | $11,833,409 ▲ | 25.6% | 787,185 | 2.2% | ETF |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $48,145,449 | $7,234,243 ▲ | 17.7% | 2,598,243 | 1.8% | ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $47,428,150 | $6,862,886 ▲ | 16.9% | 2,421,039 | 1.8% | ETF |
IMCG iShares Morningstar Mid-Cap Growth ETF | $43,788,956 | $3,933,294 ▲ | 9.9% | 613,033 | 1.7% | ETF |
AAPL Apple | $41,179,267 | $2,432,575 ▼ | -5.6% | 185,483 | 1.6% | Computer and Technology |
BSCV Invesco BulletShares 2031 Corporate Bond ETF | $39,783,089 | $7,182,434 ▲ | 22.0% | 2,439,184 | 1.5% | ETF |
BND Vanguard Total Bond Market ETF | $35,612,247 | $3,312,156 ▼ | -8.5% | 484,850 | 1.4% | ETF |
VTV Vanguard Value ETF | $35,292,400 | $59,250 ▲ | 0.2% | 204,309 | 1.3% | ETF |
VOO Vanguard S&P 500 ETF | $35,163,679 | $436,822 ▲ | 1.3% | 68,424 | 1.3% | ETF |
VBK Vanguard Small-Cap Growth ETF | $33,875,563 | $1,240,310 ▲ | 3.8% | 134,649 | 1.3% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $31,008,300 | $165,671 ▲ | 0.5% | 607,172 | 1.2% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $29,963,059 | $621,114 ▲ | 2.1% | 591,240 | 1.1% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $29,701,766 | $538,671 ▼ | -1.8% | 387,903 | 1.1% | ETF |
XMVM Invesco S&P MidCap Value with Momentum ETF | $26,808,740 | $688,576 ▼ | -2.5% | 508,278 | 1.0% | ETF |
VB Vanguard Small-Cap ETF | $26,713,460 | $823,122 ▼ | -3.0% | 120,566 | 1.0% | ETF |
BSV Vanguard Short-Term Bond ETF | $26,308,656 | $701,702 ▲ | 2.7% | 336,084 | 1.0% | ETF |
NVDA NVIDIA | $25,808,334 | $986,692 ▲ | 4.0% | 238,128 | 1.0% | Computer and Technology |
VEU Vanguard FTSE All-World ex-US ETF | $24,758,814 | $317,555 ▼ | -1.3% | 408,157 | 0.9% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $23,153,802 | $7,131,542 ▲ | 44.5% | 265,617 | 0.9% | ETF |
SPY SPDR S&P 500 ETF Trust | $22,971,560 | $2,358,410 ▲ | 11.4% | 41,065 | 0.9% | Finance |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $22,419,126 | $6,951,632 ▲ | 44.9% | 274,207 | 0.9% | ETF |
SCHB Schwab US Broad Market ETF | $21,783,370 | $291,021 ▼ | -1.3% | 1,011,768 | 0.8% | ETF |
MGK Vanguard Mega Cap Growth ETF | $21,762,165 | $652,046 ▼ | -2.9% | 70,455 | 0.8% | ETF |
SCHP Schwab U.S. TIPS ETF | $21,007,683 | $351,506 ▲ | 1.7% | 781,245 | 0.8% | ETF |
MUB iShares National Muni Bond ETF | $20,934,527 | $833,612 ▲ | 4.1% | 198,644 | 0.8% | ETF |
BNDX Vanguard Total International Bond ETF | $20,519,617 | $634,708 ▲ | 3.2% | 420,312 | 0.8% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $20,448,711 | $449,681 ▲ | 2.2% | 840,128 | 0.8% | ETF |
IVW iShares S&P 500 Growth ETF | $20,407,041 | $77,977 ▼ | -0.4% | 219,832 | 0.8% | ETF |
VYM Vanguard High Dividend Yield ETF | $19,898,999 | $7,589,666 ▲ | 61.7% | 154,304 | 0.8% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $19,767,038 | $394,067 ▲ | 2.0% | 484,962 | 0.8% | ETF |
MSFT Microsoft | $19,367,082 | $1,888,959 ▼ | -8.9% | 51,592 | 0.7% | Computer and Technology |
ZACKS TRUST
| $19,342,418 | $2,376,366 ▲ | 14.0% | 639,284 | 0.7% | SMALL/MID CAP |
VBR Vanguard Small-Cap Value ETF | $17,444,012 | $503,915 ▼ | -2.8% | 93,639 | 0.7% | ETF |
MGV Vanguard Mega Cap Value ETF | $16,071,017 | $100,753 ▼ | -0.6% | 124,736 | 0.6% | ETF |
FLOT iShares Floating Rate Bond ETF | $15,773,257 | $5,275,552 ▲ | 50.3% | 308,977 | 0.6% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $15,562,242 | $76,434 ▲ | 0.5% | 201,976 | 0.6% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $14,602,792 | $211,817 ▲ | 1.5% | 322,642 | 0.6% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $14,337,597 | $1,831,927 ▼ | -11.3% | 182,976 | 0.5% | ETF |
AMZN Amazon.com | $14,031,585 | $1,973,554 ▼ | -12.3% | 73,750 | 0.5% | Retail/Wholesale |
SCHD Schwab US Dividend Equity ETF | $11,750,666 | $372,789 ▼ | -3.1% | 420,363 | 0.4% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $11,481,626 | $24,038 ▲ | 0.2% | 219,241 | 0.4% | Manufacturing |
VTI Vanguard Total Stock Market ETF | $10,942,410 | $6,321 ▲ | 0.1% | 39,814 | 0.4% | ETF |
HYLB Xtrackers USD High Yield Corporate Bond ETF | $10,924,765 | $348,305 ▲ | 3.3% | 302,207 | 0.4% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $10,902,571 | $630,896 ▲ | 6.1% | 213,024 | 0.4% | ETF |
QQQM Invesco NASDAQ 100 ETF | $10,831,056 | $34,936 ▲ | 0.3% | 56,114 | 0.4% | ETF |
META Meta Platforms | $10,504,139 | $2,341,169 ▼ | -18.2% | 18,225 | 0.4% | Computer and Technology |
HEGD Swan Hedged Equity US Large Cap ETF | $10,452,974 | $697,909 ▲ | 7.2% | 477,305 | 0.4% | ETF |
ABBV AbbVie | $10,250,579 | $816,082 ▼ | -7.4% | 48,924 | 0.4% | Medical |
VO Vanguard Mid-Cap ETF | $10,111,486 | $142,973 ▲ | 1.4% | 41,090 | 0.4% | ETF |
BA Boeing | $10,084,934 | $590,442 ▼ | -5.5% | 59,132 | 0.4% | Aerospace |
VNQ Vanguard Real Estate ETF | $9,779,096 | $165,537 ▼ | -1.7% | 108,107 | 0.4% | ETF |
JPM JPMorgan Chase & Co. | $9,359,310 | $1,167,123 ▼ | -11.1% | 38,155 | 0.4% | Finance |
UNP Union Pacific | $9,291,114 | $356,251 ▼ | -3.7% | 39,329 | 0.4% | Transportation |
QQQ Invesco QQQ | $9,184,775 | $48,299 ▲ | 0.5% | 19,587 | 0.3% | Finance |
XOM Exxon Mobil | $8,953,652 | $690,984 ▲ | 8.4% | 75,285 | 0.3% | Energy |
EFG iShares MSCI EAFE Growth ETF | $8,721,173 | $76,400 ▼ | -0.9% | 87,212 | 0.3% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $8,720,123 | $53,317 ▼ | -0.6% | 332,829 | 0.3% | ETF |
VWOB Vanguard Emerging Markets Government Bond ETF | $8,549,142 | $208,458 ▲ | 2.5% | 133,164 | 0.3% | ETF |
GOOGL Alphabet | $7,923,158 | $1,835,891 ▼ | -18.8% | 51,236 | 0.3% | Computer and Technology |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $7,761,390 | $217,522 ▲ | 2.9% | 334,687 | 0.3% | ETF |
VXUS Vanguard Total International Stock ETF | $7,374,400 | $74,644 ▼ | -1.0% | 118,750 | 0.3% | ETF |
ORCL Oracle | $7,153,156 | $926,948 ▼ | -11.5% | 51,163 | 0.3% | Computer and Technology |
DFAI Dimensional International Core Equity Market ETF | $7,122,919 | $2,385,039 ▲ | 50.3% | 228,079 | 0.3% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $7,030,513 | $787,671 ▲ | 12.6% | 303,563 | 0.3% | ETF |
GOOG Alphabet | $6,934,450 | $61,867 ▲ | 0.9% | 44,386 | 0.3% | Computer and Technology |
USRT iShares Core U.S. REIT ETF | $6,859,182 | $6,726,702 ▲ | 5,077.5% | 119,083 | 0.3% | ETF |
GLDM SPDR Gold MiniShares Trust | $6,845,715 | $122,233 ▼ | -1.8% | 110,611 | 0.3% | Finance |
SPEM SPDR Portfolio Emerging Markets ETF | $6,424,359 | $896,849 ▼ | -12.3% | 163,179 | 0.2% | ETF |
SCHH Schwab U.S. REIT ETF | $6,397,241 | $128,780 ▲ | 2.1% | 297,408 | 0.2% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $6,194,244 | $219,730 ▼ | -3.4% | 77,072 | 0.2% | ETF |
HD Home Depot | $6,000,822 | $211,095 ▼ | -3.4% | 16,374 | 0.2% | Retail/Wholesale |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $5,983,363 | | 0.0% | 49,040 | 0.2% | ETF |
VV Vanguard Large-Cap ETF | $5,898,319 | $22,876 ▲ | 0.4% | 22,948 | 0.2% | ETF |
ABT Abbott Laboratories | $5,801,911 | $445,046 ▼ | -7.1% | 43,738 | 0.2% | Medical |
SPDW SPDR Portfolio Developed World ex-US ETF | $5,706,154 | $210,123 ▼ | -3.6% | 156,719 | 0.2% | ETF |
FI Fiserv | $5,681,514 | $167,168 ▼ | -2.9% | 25,728 | 0.2% | Business Services |
COST Costco Wholesale | $5,664,600 | $245,917 ▼ | -4.2% | 5,989 | 0.2% | Retail/Wholesale |
IJH iShares Core S&P Mid-Cap ETF | $5,455,669 | $366,030 ▼ | -6.3% | 93,499 | 0.2% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $5,437,259 | $35,605 ▼ | -0.7% | 47,035 | 0.2% | ETF |
EZU iShares MSCI Eurozone ETF | $5,286,873 | $5,274,413 ▲ | 42,329.1% | 99,284 | 0.2% | ETF |
IJR iShares Core S&P Small-Cap ETF | $5,254,089 | $2,590,079 ▼ | -33.0% | 50,245 | 0.2% | ETF |
IWB iShares Russell 1000 ETF | $5,238,522 | $195,476 ▼ | -3.6% | 17,178 | 0.2% | ETF |
MA Mastercard | $5,077,982 | $758,628 ▼ | -13.0% | 9,264 | 0.2% | Business Services |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $4,849,604 | $352,491 ▼ | -6.8% | 234,507 | 0.2% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $4,713,460 | $676,078 ▲ | 16.7% | 82,490 | 0.2% | ETF |
GS The Goldman Sachs Group | $4,685,432 | $632,044 ▼ | -11.9% | 8,577 | 0.2% | Finance |
FTCS First Trust Capital Strength ETF | $4,662,781 | $113,753 ▲ | 2.5% | 52,017 | 0.2% | ETF |
JNJ Johnson & Johnson | $4,626,850 | $1,196,225 ▼ | -20.5% | 27,899 | 0.2% | Medical |
KR Kroger | $4,604,323 | $22,879 ▲ | 0.5% | 68,021 | 0.2% | Retail/Wholesale |
PG Procter & Gamble | $4,552,628 | $526,959 ▼ | -10.4% | 27,292 | 0.2% | Consumer Staples |
SPAB SPDR Portfolio Aggregate Bond ETF | $4,493,436 | $51,540 ▼ | -1.1% | 175,937 | 0.2% | ETF |
LLY Eli Lilly and Company | $4,491,327 | $152,794 ▲ | 3.5% | 5,438 | 0.2% | Medical |
DIS Walt Disney | $4,485,720 | $1,192,266 ▼ | -21.0% | 45,547 | 0.2% | Consumer Discretionary |
