VTI Vanguard Total Stock Market ETF | $19,748,055 | $2,078,385 ▲ | 11.8% | 69,742 | 8.6% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $13,328,229 | $818,502 ▲ | 6.5% | 145,967 | 5.8% | ETF |
IVW iShares S&P 500 Growth ETF | $11,691,634 | $727,699 ▲ | 6.6% | 122,106 | 5.1% | ETF |
NVDA NVIDIA | $11,088,943 | $2,299,591 ▼ | -17.2% | 91,312 | 4.8% | Computer and Technology |
ILCV iShares Morningstar Value ETF | $7,920,027 | $773,664 ▲ | 10.8% | 96,351 | 3.4% | ETF |
IVV iShares Core S&P 500 ETF | $6,563,342 | $9,806 ▲ | 0.1% | 11,379 | 2.8% | ETF |
AAPL Apple | $6,366,045 | $868,394 ▼ | -12.0% | 27,322 | 2.8% | Computer and Technology |
XT iShares Exponential Technologies ETF | $5,370,854 | $29,466 ▲ | 0.6% | 88,220 | 2.3% | Manufacturing |
VUG Vanguard Growth ETF | $4,915,680 | $19,580 ▲ | 0.4% | 12,804 | 2.1% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $4,771,899 | $48,697 ▲ | 1.0% | 51,250 | 2.1% | ETF |
VTV Vanguard Value ETF | $4,696,890 | $85,541 ▲ | 1.9% | 26,905 | 2.0% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $4,685,568 | $230,706 ▲ | 5.2% | 74,374 | 2.0% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $4,579,090 | $51,271 ▼ | -1.1% | 8,038 | 2.0% | ETF |
FVD First Trust Value Line Dividend Index Fund | $4,534,053 | $86,022 ▲ | 1.9% | 99,671 | 2.0% | ETF |
FTCS First Trust Capital Strength ETF | $4,228,553 | $89,075 ▲ | 2.2% | 46,570 | 1.8% | ETF |
SPY SPDR S&P 500 ETF Trust | $4,142,958 | $169,826 ▼ | -3.9% | 7,221 | 1.8% | Finance |
AMZN Amazon.com | $4,078,037 | $1,145,376 ▼ | -21.9% | 21,886 | 1.8% | Retail/Wholesale |
MSFT Microsoft | $3,646,329 | $484,513 ▼ | -11.7% | 8,474 | 1.6% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $3,335,835 | $13,889 ▼ | -0.4% | 63,167 | 1.4% | ETF |
META Meta Platforms | $3,238,750 | $57,814 ▲ | 1.8% | 5,658 | 1.4% | Computer and Technology |
GOOGL Alphabet | $3,134,188 | $1,183,731 ▼ | -27.4% | 18,820 | 1.4% | Computer and Technology |
VB Vanguard Small-Cap ETF | $2,810,666 | $408,708 ▲ | 17.0% | 11,849 | 1.2% | ETF |
VIG Vanguard Dividend Appreciation ETF | $2,810,097 | $1,179,853 ▲ | 72.4% | 14,188 | 1.2% | ETF |
CALF Pacer US Small Cap Cash Cows 100 ETF | $2,127,468 | $125,372 ▲ | 6.3% | 45,732 | 0.9% | ETF |
JPM JPMorgan Chase & Co. | $2,047,615 | $57,142 ▼ | -2.7% | 9,711 | 0.9% | Finance |
NEWT NewtekOne | $1,890,469 | $100,938 ▼ | -5.1% | 151,723 | 0.8% | Finance |
MTB M&T Bank | $1,821,021 | $32,595 ▼ | -1.8% | 10,224 | 0.8% | Finance |
RDVY First Trust NASDAQ Rising Dividend Achievers | $1,793,626 | $17,408 ▲ | 1.0% | 30,293 | 0.8% | Manufacturing |
CGGR Capital Group Growth ETF | $1,784,697 | $146,084 ▲ | 8.9% | 51,299 | 0.8% | ETF |
XOM Exxon Mobil | $1,711,374 | $3,751 ▼ | -0.2% | 14,600 | 0.7% | Oils/Energy |
PG Procter & Gamble | $1,589,025 | $77,763 ▼ | -4.7% | 9,175 | 0.7% | Consumer Staples |
JNJ Johnson & Johnson | $1,558,769 | $59,965 ▼ | -3.7% | 9,618 | 0.7% | Medical |
IWD iShares Russell 1000 Value ETF | $1,522,412 | $26,383 ▲ | 1.8% | 8,021 | 0.7% | ETF |
LMBS First Trust Low Duration Opportunities ETF | $1,261,047 | $25,594 ▼ | -2.0% | 25,522 | 0.5% | Manufacturing |
HWM Howmet Aerospace | $1,211,058 | $501 ▲ | 0.0% | 12,079 | 0.5% | Aerospace |
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF | $1,137,107 | $18,796 ▼ | -1.6% | 20,872 | 0.5% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $1,133,841 | $179 ▲ | 0.0% | 6,329 | 0.5% | ETF |
TXT Textron | $1,065,644 | | 0.0% | 12,030 | 0.5% | Aerospace |
IBDP iShares iBonds Dec 2024 Term Corporate ETF | $1,028,117 | $2,849 ▲ | 0.3% | 40,782 | 0.4% | ETF |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $1,011,137 | $8,559 ▼ | -0.8% | 40,284 | 0.4% | ETF |
MET MetLife | $975,031 | $161,419 ▼ | -14.2% | 11,821 | 0.4% | Finance |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $940,310 | $5,995 ▲ | 0.6% | 38,585 | 0.4% | ETF |
CVX Chevron | $933,903 | | 0.0% | 6,341 | 0.4% | Oils/Energy |
VOO Vanguard S&P 500 ETF | $922,345 | | 0.0% | 1,748 | 0.4% | ETF |
SCHB Schwab US Broad Market ETF | $918,277 | $2,528 ▲ | 0.3% | 13,805 | 0.4% | ETF |
BSV Vanguard Short-Term Bond ETF | $895,731 | $157 ▲ | 0.0% | 11,383 | 0.4% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $881,425 | $2,297 ▼ | -0.3% | 18,421 | 0.4% | ETF |
PEY Invesco High Yield Equity Dividend Achievers ETF | $864,597 | $2,434 ▲ | 0.3% | 39,425 | 0.4% | ETF |
BAC Bank of America | $838,243 | $290,062 ▼ | -25.7% | 21,125 | 0.4% | Finance |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $837,979 | $214,928 ▲ | 34.5% | 35,780 | 0.4% | Manufacturing |
IJR iShares Core S&P Small-Cap ETF | $828,616 | $117 ▲ | 0.0% | 7,085 | 0.4% | ETF |
DFAI Dimensional International Core Equity Market ETF | $788,872 | $62,670 ▼ | -7.4% | 24,823 | 0.3% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $779,569 | | 0.0% | 9,375 | 0.3% | Manufacturing |
COWZ Pacer US Cash Cows 100 ETF | $772,080 | $43,488 ▲ | 6.0% | 13,351 | 0.3% | ETF |
QCOM QUALCOMM | $743,237 | $16,834 ▼ | -2.2% | 4,371 | 0.3% | Computer and Technology |
HEI HEICO | $732,058 | $98,043 ▼ | -11.8% | 2,800 | 0.3% | Aerospace |
VCSH Vanguard Short-Term Corporate Bond ETF | $731,510 | $874 ▲ | 0.1% | 9,211 | 0.3% | ETF |
MRK Merck & Co., Inc. | $714,891 | $58,486 ▼ | -7.6% | 6,295 | 0.3% | Medical |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $711,928 | $240,846 ▲ | 51.1% | 30,866 | 0.3% | Manufacturing |
CGDV Capital Group Dividend Value ETF | $707,686 | $146 ▲ | 0.0% | 19,421 | 0.3% | ETF |
EMR Emerson Electric | $690,220 | $1,750 ▲ | 0.3% | 6,311 | 0.3% | Industrial Products |
DFAU Dimensional US Core Equity Market ETF | $658,388 | $80,374 ▼ | -10.9% | 16,588 | 0.3% | ETF |
IEFA iShares Core MSCI EAFE ETF | $652,665 | $116,140 ▼ | -15.1% | 8,362 | 0.3% | ETF |
LLY Eli Lilly and Company | $651,864 | $279,876 ▼ | -30.0% | 736 | 0.3% | Medical |
AON AON | $637,660 | | 0.0% | 1,843 | 0.3% | Finance |
ICOW Pacer Developed Markets International Cash Cows 100 ETF | $594,805 | $1,550 ▲ | 0.3% | 18,805 | 0.3% | ETF |
IBM International Business Machines | $594,329 | $1,106 ▲ | 0.2% | 2,688 | 0.3% | Computer and Technology |
QQEW First Trust NASDAQ 100 Equal Weighted Index Fund | $584,998 | $13,298 ▲ | 2.3% | 4,663 | 0.3% | Manufacturing |
ABBV AbbVie | $581,933 | | 0.0% | 2,947 | 0.3% | Medical |
DVYE iShares Emerging Markets Dividend ETF | $576,755 | $5,281 ▲ | 0.9% | 20,096 | 0.2% | ETF |
ORI Old Republic International | $573,547 | $69,493 ▼ | -10.8% | 16,193 | 0.2% | Finance |
VNQ Vanguard Real Estate ETF | $551,922 | $11,301 ▲ | 2.1% | 5,665 | 0.2% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $548,898 | $969 ▲ | 0.2% | 5,098 | 0.2% | ETF |
XYL Xylem | $540,784 | $45,774 ▼ | -7.8% | 4,005 | 0.2% | Business Services |
BND Vanguard Total Bond Market ETF | $539,652 | $225 ▲ | 0.0% | 7,185 | 0.2% | ETF |
UNH UnitedHealth Group | $537,321 | | 0.0% | 919 | 0.2% | Medical |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $532,598 | $972 ▲ | 0.2% | 21,918 | 0.2% | ETF |
IBTE iShares iBonds Dec 2024 Term Treasury ETF | $527,733 | $1,584 ▲ | 0.3% | 21,989 | 0.2% | Manufacturing |
BIV Vanguard Intermediate-Term Bond ETF | $515,738 | $11,990 ▲ | 2.4% | 6,581 | 0.2% | ETF |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $493,737 | $84,044 ▲ | 20.5% | 21,813 | 0.2% | Manufacturing |
DVY iShares Select Dividend ETF | $454,967 | $3,107 ▲ | 0.7% | 3,368 | 0.2% | ETF |
LOW Lowe's Companies | $440,944 | | 0.0% | 1,628 | 0.2% | Retail/Wholesale |
SDVY First Trust SMID Cap Rising Dividend Archievers ETF | $433,235 | $291 ▲ | 0.1% | 11,909 | 0.2% | ETF |
CRWD CrowdStrike | $420,705 | | 0.0% | 1,500 | 0.2% | Computer and Technology |
PFE Pfizer | $417,709 | $1,563 ▼ | -0.4% | 14,434 | 0.2% | Medical |
NKE NIKE | $405,418 | $20,863 ▼ | -4.9% | 4,586 | 0.2% | Consumer Discretionary |
SCHP Schwab U.S. TIPS ETF | $394,234 | | 0.0% | 7,351 | 0.2% | ETF |
CSCO Cisco Systems | $391,957 | $58,913 ▼ | -13.1% | 7,365 | 0.2% | Computer and Technology |
CVS CVS Health | $388,217 | $19,618 ▼ | -4.8% | 6,174 | 0.2% | Retail/Wholesale |
VYM Vanguard High Dividend Yield ETF | $386,908 | | 0.0% | 3,018 | 0.2% | ETF |
GE General Electric | $385,137 | $5,658 ▼ | -1.4% | 2,042 | 0.2% | Transportation |
BNDX Vanguard Total International Bond ETF | $372,822 | $1,710 ▲ | 0.5% | 7,415 | 0.2% | ETF |
GLD SPDR Gold Shares | $364,833 | | 0.0% | 1,501 | 0.2% | Finance |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $350,574 | $1,913 ▲ | 0.5% | 3,482 | 0.2% | ETF |
VZ Verizon Communications | $348,467 | $31,932 ▲ | 10.1% | 7,759 | 0.2% | Computer and Technology |
HDV iShares Core High Dividend ETF | $348,344 | $1,529 ▲ | 0.4% | 2,962 | 0.2% | ETF |
PFF iShares Preferred and Income Securities ETF | $339,794 | $21,532 ▲ | 6.8% | 10,226 | 0.1% | ETF |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $339,587 | $5,541 ▲ | 1.7% | 4,229 | 0.1% | ETF |
AMD Advanced Micro Devices | $331,442 | | 0.0% | 2,020 | 0.1% | Computer and Technology |
DIS Walt Disney | $328,122 | $2,212 ▼ | -0.7% | 3,411 | 0.1% | Consumer Discretionary |
