VTI Vanguard Total Stock Market ETF | $20,642,850 | $501,031 ▲ | 2.5% | 75,109 | 8.9% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $13,834,293 | $190,410 ▼ | -1.4% | 147,708 | 6.0% | ETF |
IVW iShares S&P 500 Growth ETF | $11,826,771 | $107,498 ▲ | 0.9% | 127,402 | 5.1% | ETF |
NVDA NVIDIA | $10,537,871 | $519,681 ▲ | 5.2% | 97,231 | 4.5% | Computer and Technology |
ILCV iShares Morningstar Value ETF | $7,582,776 | $458,565 ▼ | -5.7% | 93,097 | 3.3% | ETF |
IVV iShares Core S&P 500 ETF | $6,928,729 | $160,702 ▲ | 2.4% | 12,331 | 3.0% | ETF |
AAPL Apple | $6,781,630 | $412,718 ▲ | 6.5% | 30,530 | 2.9% | Computer and Technology |
XT iShares Exponential Technologies ETF | $5,242,209 | $124,675 ▲ | 2.4% | 91,074 | 2.3% | Manufacturing |
VUG Vanguard Growth ETF | $4,707,313 | $42,645 ▲ | 0.9% | 12,694 | 2.0% | ETF |
FVD First Trust Value Line Dividend Index Fund | $4,628,776 | $28,092 ▼ | -0.6% | 103,808 | 2.0% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $4,443,123 | $141,278 ▼ | -3.1% | 73,246 | 1.9% | ETF |
AMZN Amazon.com | $4,396,357 | $161,722 ▲ | 3.8% | 23,107 | 1.9% | Retail/Wholesale |
MDY SPDR S&P MidCap 400 ETF Trust | $4,333,009 | $6,402 ▲ | 0.1% | 8,122 | 1.9% | ETF |
FTCS First Trust Capital Strength ETF | $4,295,887 | $986 ▲ | 0.0% | 47,924 | 1.8% | ETF |
VTV Vanguard Value ETF | $4,280,420 | $245,459 ▼ | -5.4% | 24,780 | 1.8% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $4,269,038 | $4,980 ▲ | 0.1% | 51,434 | 1.8% | ETF |
SPY SPDR S&P 500 ETF Trust | $4,043,222 | $55,379 ▼ | -1.4% | 7,228 | 1.7% | Finance |
META Meta Platforms | $3,909,152 | $440,370 ▲ | 12.7% | 6,782 | 1.7% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $3,418,929 | $449,287 ▲ | 15.1% | 17,624 | 1.5% | ETF |
MSFT Microsoft | $3,189,458 | $3,379 ▼ | -0.1% | 8,496 | 1.4% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $3,147,022 | $7,370 ▼ | -0.2% | 61,913 | 1.4% | ETF |
VB Vanguard Small-Cap ETF | $2,771,022 | $184,055 ▲ | 7.1% | 12,496 | 1.2% | ETF |
JPM JPMorgan Chase & Co. | $2,662,924 | $181,518 ▲ | 7.3% | 10,856 | 1.1% | Finance |
CGGR Capital Group Growth ETF | $1,976,149 | $40,929 ▲ | 2.1% | 57,698 | 0.9% | ETF |
CALF Pacer US Small Cap Cash Cows ETF | $1,942,561 | $41,137 ▲ | 2.2% | 51,802 | 0.8% | ETF |
RDVY First Trust NASDAQ Rising Dividend Achievers | $1,809,685 | $585 ▲ | 0.0% | 30,914 | 0.8% | Manufacturing |
MTB M&T Bank | $1,782,440 | $40,575 ▼ | -2.2% | 9,972 | 0.8% | Finance |
XOM Exxon Mobil | $1,740,171 | $119 ▲ | 0.0% | 14,632 | 0.7% | Energy |
GOOG Alphabet | $1,682,892 | $131,857 ▲ | 8.5% | 10,772 | 0.7% | Computer and Technology |
NEWT NewtekOne | $1,641,818 | $146,510 ▼ | -8.2% | 137,276 | 0.7% | Finance |
JNJ Johnson & Johnson | $1,592,888 | $1,493 ▲ | 0.1% | 9,605 | 0.7% | Medical |
IWD iShares Russell 1000 Value ETF | $1,528,456 | $17,123 ▲ | 1.1% | 8,123 | 0.7% | ETF |
PG Procter & Gamble | $1,518,611 | $48,399 ▼ | -3.1% | 8,911 | 0.7% | Consumer Staples |
GOOGL Alphabet | $1,403,661 | $22,113 ▼ | -1.6% | 9,077 | 0.6% | Computer and Technology |
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF | $1,319,683 | $40,416 ▲ | 3.2% | 26,122 | 0.6% | ETF |
HWM Howmet Aerospace | $1,278,662 | $265,955 ▼ | -17.2% | 9,856 | 0.6% | Aerospace |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $1,250,069 | $17,506 ▲ | 1.4% | 51,698 | 0.5% | ETF |
LMBS First Trust Low Duration Opportunities ETF | $1,212,771 | $33,085 ▼ | -2.7% | 24,670 | 0.5% | Manufacturing |
RSP Invesco S&P 500 Equal Weight ETF | $1,148,641 | $52,140 ▲ | 4.8% | 6,631 | 0.5% | ETF |
CVX Chevron | $1,072,736 | $11,878 ▲ | 1.1% | 6,412 | 0.5% | Energy |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $1,010,241 | $4,904 ▼ | -0.5% | 40,169 | 0.4% | ETF |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $978,740 | $73,616 ▲ | 8.1% | 41,880 | 0.4% | Manufacturing |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $977,681 | $106,855 ▲ | 12.3% | 42,619 | 0.4% | Manufacturing |
VOO Vanguard S&P 500 ETF | $898,293 | | 0.0% | 1,748 | 0.4% | ETF |
SCHB Schwab US Broad Market ETF | $893,531 | $883 ▲ | 0.1% | 41,502 | 0.4% | ETF |
MET MetLife | $893,377 | $65,436 ▼ | -6.8% | 11,127 | 0.4% | Finance |
BAC Bank of America | $881,879 | $167 ▲ | 0.0% | 21,133 | 0.4% | Finance |
TXT Textron | $869,203 | $72 ▲ | 0.0% | 12,031 | 0.4% | Aerospace |
CGDV Capital Group Dividend Value ETF | $868,905 | $35,640 ▲ | 4.3% | 24,380 | 0.4% | ETF |
PEY Invesco High Yield Equity Dividend Achievers ETF | $850,814 | $2,083 ▲ | 0.2% | 39,628 | 0.4% | ETF |
HEI HEICO | $845,941 | $6,680 ▲ | 0.8% | 3,166 | 0.4% | Aerospace |
QCOM QUALCOMM | $841,325 | $93,088 ▲ | 12.4% | 5,477 | 0.4% | Computer and Technology |
BSV Vanguard Short-Term Bond ETF | $826,718 | $2,348 ▲ | 0.3% | 10,561 | 0.4% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $822,955 | $18,059 ▲ | 2.2% | 18,183 | 0.4% | ETF |
DFAI Dimensional International Core Equity Market ETF | $806,789 | $31,323 ▲ | 4.0% | 25,834 | 0.3% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $802,600 | $607,704 ▲ | 311.8% | 11,403 | 0.3% | ETF |
COWZ Pacer US Cash Cows 100 ETF | $801,557 | $61,494 ▲ | 8.3% | 14,638 | 0.3% | ETF |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $753,603 | $103,132 ▲ | 15.9% | 33,613 | 0.3% | Manufacturing |
IJR iShares Core S&P Small-Cap ETF | $739,337 | $1,778 ▼ | -0.2% | 7,070 | 0.3% | ETF |
AON AON | $735,523 | | 0.0% | 1,843 | 0.3% | Finance |
SHY iShares 1-3 Year Treasury Bond ETF | $693,398 | $73,965 ▼ | -9.6% | 8,381 | 0.3% | Manufacturing |
DFAU Dimensional US Core Equity Market ETF | $680,098 | $57,700 ▲ | 9.3% | 17,692 | 0.3% | ETF |
IBM International Business Machines | $676,779 | $7,456 ▲ | 1.1% | 2,723 | 0.3% | Computer and Technology |
VCSH Vanguard Short-Term Corporate Bond ETF | $650,983 | $84,619 ▼ | -11.5% | 8,247 | 0.3% | ETF |
EMR Emerson Electric | $627,282 | $65,787 ▼ | -9.5% | 5,721 | 0.3% | Industrials |
ABBV AbbVie | $619,927 | | 0.0% | 2,959 | 0.3% | Medical |
CRWD CrowdStrike | $617,015 | | 0.0% | 1,750 | 0.3% | Computer and Technology |
LLY Eli Lilly and Company | $611,178 | $826 ▲ | 0.1% | 740 | 0.3% | Medical |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $591,183 | $10,289 ▲ | 1.8% | 24,419 | 0.3% | ETF |
QQEW First Trust NASDAQ 100 Equal Weighted Index Fund | $588,799 | $9,070 ▲ | 1.6% | 4,869 | 0.3% | Manufacturing |
ICOW Pacer Developed Markets International Cash Cows 100 ETF | $572,633 | $565 ▲ | 0.1% | 18,231 | 0.2% | ETF |
MRK Merck & Co., Inc. | $558,960 | $28,545 ▼ | -4.9% | 6,227 | 0.2% | Medical |
DVYE iShares Emerging Markets Dividend ETF | $553,560 | $5,076 ▼ | -0.9% | 20,284 | 0.2% | ETF |
ORI Old Republic International | $516,636 | $119,344 ▼ | -18.8% | 13,173 | 0.2% | Finance |
VNQ Vanguard Real Estate ETF | $515,237 | $905 ▲ | 0.2% | 5,691 | 0.2% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $506,132 | $8,286 ▲ | 1.7% | 5,192 | 0.2% | ETF |
BND Vanguard Total Bond Market ETF | $505,802 | $8,668 ▲ | 1.7% | 6,886 | 0.2% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $496,715 | $7,963 ▼ | -1.6% | 6,487 | 0.2% | ETF |
BRK.B Berkshire Hathaway | $484,914 | $53,229 ▼ | -9.9% | 911 | 0.2% | Finance |
XYL Xylem | $484,589 | $8,124 ▼ | -1.6% | 4,056 | 0.2% | Business Services |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $481,836 | $222,971 ▲ | 86.1% | 19,075 | 0.2% | ETF |
UNH UnitedHealth Group | $481,326 | | 0.0% | 919 | 0.2% | Medical |
CSCO Cisco Systems | $466,929 | $740 ▲ | 0.2% | 7,567 | 0.2% | Computer and Technology |
DVY iShares Select Dividend ETF | $457,406 | $2,149 ▲ | 0.5% | 3,406 | 0.2% | ETF |
IBTI iShares iBonds Dec 2028 Term Treasury ETF | $433,096 | $102,350 ▲ | 30.9% | 19,465 | 0.2% | Manufacturing |
GLD SPDR Gold Shares | $432,498 | | 0.0% | 1,501 | 0.2% | Finance |
BSX Boston Scientific | $427,933 | | 0.0% | 4,242 | 0.2% | Medical |
GE GE Aerospace | $414,245 | $4,803 ▼ | -1.1% | 2,070 | 0.2% | Industrials |
SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $399,118 | $100 ▲ | 0.0% | 11,914 | 0.2% | ETF |
VYM Vanguard High Dividend Yield ETF | $396,570 | $7,351 ▲ | 1.9% | 3,075 | 0.2% | ETF |
SCHP Schwab U.S. TIPS ETF | $395,337 | | 0.0% | 14,702 | 0.2% | ETF |
BNDX Vanguard Total International Bond ETF | $390,273 | $26,949 ▲ | 7.4% | 7,994 | 0.2% | ETF |
BMY Bristol-Myers Squibb | $382,560 | $854 ▼ | -0.2% | 6,273 | 0.2% | Medical |
CVS CVS Health | $375,804 | $8,875 ▼ | -2.3% | 5,547 | 0.2% | Medical |
LOW Lowe's Companies | $370,602 | | 0.0% | 1,589 | 0.2% | Retail/Wholesale |
PFE Pfizer | $368,716 | $2,635 ▲ | 0.7% | 14,551 | 0.2% | Medical |
HDV iShares Core High Dividend ETF | $361,193 | $969 ▲ | 0.3% | 2,982 | 0.2% | ETF |
VZ Verizon Communications | $347,082 | $6,894 ▼ | -1.9% | 7,652 | 0.1% | Computer and Technology |
DIS Walt Disney | $336,914 | $296 ▲ | 0.1% | 3,414 | 0.1% | Consumer Discretionary |
BK Bank of New York Mellon | $328,770 | | 0.0% | 3,920 | 0.1% | Finance |
