VOO Vanguard S&P 500 ETF | $79,424,441 | $1,542,909 ▼ | -1.9% | 150,519 | 17.4% | ETF |
BND Vanguard Total Bond Market ETF | $48,886,530 | $940,001 ▲ | 2.0% | 650,866 | 10.7% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $30,112,594 | $673,539 ▲ | 2.3% | 570,206 | 6.6% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $17,937,050 | $638,094 ▲ | 3.7% | 287,822 | 3.9% | ETF |
MSFT Microsoft | $12,912,269 | $8,176 ▼ | -0.1% | 30,008 | 2.8% | Computer and Technology |
BNDX Vanguard Total International Bond ETF | $12,563,240 | $350,350 ▲ | 2.9% | 249,866 | 2.7% | ETF |
VTI Vanguard Total Stock Market ETF | $10,667,055 | $169,898 ▼ | -1.6% | 37,671 | 2.3% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $9,438,771 | $53,516 ▲ | 0.6% | 112,702 | 2.1% | ETF |
AAPL Apple | $9,345,623 | $100,889 ▲ | 1.1% | 40,110 | 2.0% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $9,284,161 | $124,027 ▼ | -1.3% | 194,026 | 2.0% | ETF |
BRK.B Berkshire Hathaway | $8,628,954 | $10,126 ▼ | -0.1% | 18,748 | 1.9% | Finance |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $8,467,542 | $494,918 ▲ | 6.2% | 154,152 | 1.8% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $8,214,177 | $580,402 ▲ | 7.6% | 138,030 | 1.8% | ETF |
AMGN Amgen | $8,180,009 | $36,732 ▲ | 0.5% | 25,387 | 1.8% | Medical |
VB Vanguard Small-Cap ETF | $7,400,952 | $343,955 ▲ | 4.9% | 31,200 | 1.6% | ETF |
VNQ Vanguard Real Estate ETF | $7,379,267 | $24,550 ▲ | 0.3% | 75,747 | 1.6% | ETF |
VIG Vanguard Dividend Appreciation ETF | $7,269,594 | $115,271 ▼ | -1.6% | 36,704 | 1.6% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $6,531,971 | $105,951 ▼ | -1.6% | 62,699 | 1.4% | ETF |
SCHD Schwab US Dividend Equity ETF | $4,266,856 | $85,630 ▼ | -2.0% | 50,477 | 0.9% | ETF |
BUFR FT Vest Laddered Buffer ETF | $3,922,076 | $318,538 ▲ | 8.8% | 131,217 | 0.9% | ETF |
CAT Caterpillar | $3,685,795 | $39,502 ▼ | -1.1% | 9,424 | 0.8% | Industrial Products |
UNP Union Pacific | $3,550,051 | $493 ▼ | 0.0% | 14,403 | 0.8% | Transportation |
ACN Accenture | $3,266,155 | $3,535 ▼ | -0.1% | 9,240 | 0.7% | Computer and Technology |
LOW Lowe's Companies | $3,172,106 | $105,629 ▼ | -3.2% | 11,712 | 0.7% | Retail/Wholesale |
FNDX Schwab Fundamental U.S. Large Company Index ETF | $3,133,714 | $4,521 ▼ | -0.1% | 43,669 | 0.7% | ETF |
SCHB Schwab US Broad Market ETF | $3,076,646 | $82,086 ▼ | -2.6% | 46,251 | 0.7% | ETF |
BSTP Innovator Buffer Step-Up Strategy ETF | $3,024,310 | $58,143 ▲ | 2.0% | 92,430 | 0.7% | ETF |
DHR Danaher | $2,926,439 | | 0.0% | 10,526 | 0.6% | Multi-Sector Conglomerates |
FIRST TR EXCHNG TRADED FD VI
| $2,624,836 | $40,654 ▲ | 1.6% | 135,650 | 0.6% | FT ENERGY INCOME |
FTCS First Trust Capital Strength ETF | $2,587,093 | $85,716 ▼ | -3.2% | 28,492 | 0.6% | ETF |
IWF iShares Russell 1000 Growth ETF | $2,422,327 | $4,505 ▼ | -0.2% | 6,453 | 0.5% | ETF |
FIDELITY WISE ORIGIN BITCOIN
| $2,245,133 | $62,527 ▲ | 2.9% | 40,431 | 0.5% | SHS |
SPY SPDR S&P 500 ETF Trust | $2,222,024 | $125,071 ▼ | -5.3% | 3,873 | 0.5% | Finance |
NVDA NVIDIA | $2,218,710 | $318,780 ▼ | -12.6% | 18,270 | 0.5% | Computer and Technology |
MDY SPDR S&P MidCap 400 ETF Trust | $2,206,863 | $2,848 ▼ | -0.1% | 3,874 | 0.5% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $2,148,909 | $8,474 ▼ | -0.4% | 42,351 | 0.5% | ETF |
JNJ Johnson & Johnson | $2,122,322 | $1,621 ▲ | 0.1% | 13,096 | 0.5% | Medical |
FIXD First Trust TCW Opportunistic Fixed Income ETF | $2,046,689 | $47,366 ▼ | -2.3% | 45,241 | 0.4% | Manufacturing |
AAAU Goldman Sachs Physical Gold ETF | $1,913,566 | $430,922 ▲ | 29.1% | 73,528 | 0.4% | Finance, Insurance, And Real Estate |
META Meta Platforms | $1,908,747 | $168,890 ▼ | -8.1% | 3,334 | 0.4% | Computer and Technology |
SCHF Schwab International Equity ETF | $1,772,014 | $3,166 ▲ | 0.2% | 43,094 | 0.4% | ETF |
NAPR Innovator Growth-100 Power Buffer ETF - April | $1,770,836 | $12,987 ▲ | 0.7% | 36,407 | 0.4% | ETF |
ABBV AbbVie | $1,732,887 | $12,836 ▼ | -0.7% | 8,775 | 0.4% | Medical |
GOOGL Alphabet | $1,727,865 | $4,146 ▲ | 0.2% | 10,418 | 0.4% | Computer and Technology |
IJR iShares Core S&P Small-Cap ETF | $1,708,679 | $8,889 ▼ | -0.5% | 14,609 | 0.4% | ETF |
UNH UnitedHealth Group | $1,641,197 | | 0.0% | 2,807 | 0.4% | Medical |
DIA SPDR Dow Jones Industrial Average ETF Trust | $1,630,281 | $108,742 ▼ | -6.3% | 3,853 | 0.4% | Finance |
GLW Corning | $1,607,250 | $7,224 ▼ | -0.4% | 35,598 | 0.4% | Computer and Technology |
SCHM Schwab U.S. Mid-Cap ETF | $1,596,275 | $13,045 ▼ | -0.8% | 19,211 | 0.3% | ETF |
ORCL Oracle | $1,550,640 | $8,520 ▼ | -0.5% | 9,100 | 0.3% | Computer and Technology |
VNQI Vanguard Global ex-U.S. Real Estate ETF | $1,537,944 | $57,465 ▲ | 3.9% | 32,785 | 0.3% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $1,527,589 | $3,733 ▲ | 0.2% | 19,234 | 0.3% | ETF |
IWM iShares Russell 2000 ETF | $1,510,542 | $2,209 ▼ | -0.1% | 6,838 | 0.3% | Finance |
FNDA Schwab Fundamental U.S. Small Company Index ETF | $1,470,727 | $32,287 ▼ | -2.1% | 24,689 | 0.3% | ETF |
SCHA Schwab US Small-Cap ETF | $1,413,830 | $11,330 ▼ | -0.8% | 27,453 | 0.3% | ETF |
PEP PepsiCo | $1,366,352 | $17,005 ▼ | -1.2% | 8,035 | 0.3% | Consumer Staples |
V Visa | $1,310,976 | $34,644 ▲ | 2.7% | 4,768 | 0.3% | Business Services |
MRK Merck & Co., Inc. | $1,308,067 | $5,791 ▼ | -0.4% | 11,519 | 0.3% | Medical |
EFA iShares MSCI EAFE ETF | $1,270,005 | | 0.0% | 15,186 | 0.3% | Finance |
XDEC FT Vest U.S. Equity Enhance & Moderate Buffer ETF - December | $1,253,528 | $180,373 ▼ | -12.6% | 34,088 | 0.3% | ETF |
QQQ Invesco QQQ | $1,215,294 | $48,807 ▼ | -3.9% | 2,490 | 0.3% | Finance |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $1,210,016 | | 0.0% | 10,710 | 0.3% | Finance |
ITW Illinois Tool Works | $1,163,067 | $524 ▼ | 0.0% | 4,438 | 0.3% | Industrial Products |
JPM JPMorgan Chase & Co. | $1,160,995 | $6,958 ▲ | 0.6% | 5,506 | 0.3% | Finance |
NVS Novartis | $1,158,827 | | 0.0% | 10,075 | 0.3% | Medical |
PG Procter & Gamble | $1,145,891 | | 0.0% | 6,616 | 0.3% | Consumer Staples |
EME EMCOR Group | $1,132,294 | $43,053 ▼ | -3.7% | 2,630 | 0.2% | Construction |
ADP Automatic Data Processing | $1,124,354 | $553 ▼ | 0.0% | 4,063 | 0.2% | Business Services |
ORLY O'Reilly Automotive | $1,108,991 | $4,606 ▼ | -0.4% | 963 | 0.2% | Retail/Wholesale |
VXUS Vanguard Total International Stock ETF | $1,094,689 | | 0.0% | 16,909 | 0.2% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $1,066,312 | $5,195 ▼ | -0.5% | 5,952 | 0.2% | ETF |
DOGG FT Cboe Vest DJIA Dogs 10 Target Income ETF | $1,025,042 | $22,519 ▲ | 2.2% | 49,069 | 0.2% | ETF |
FTSM First Trust Enhanced Short Maturity ETF | $1,019,844 | $10,358 ▲ | 1.0% | 17,034 | 0.2% | Manufacturing |
CSCO Cisco Systems | $1,008,838 | $3,353 ▲ | 0.3% | 18,956 | 0.2% | Computer and Technology |
EMLP First Trust North American Energy Infrastructure Fund | $965,541 | $14,549 ▼ | -1.5% | 28,736 | 0.2% | ETF |
ROP Roper Technologies | $954,295 | | 0.0% | 1,715 | 0.2% | Computer and Technology |
PSTP Innovator Power Buffer Step-Up Strategy ETF | $915,215 | $9,461 ▲ | 1.0% | 29,022 | 0.2% | ETF |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | $914,415 | | 0.0% | 20,031 | 0.2% | ETF |
SCHX Schwab US Large-Cap ETF | $912,854 | $24,426 ▼ | -2.6% | 13,454 | 0.2% | ETF |
CVX Chevron | $885,535 | $2,209 ▲ | 0.3% | 6,013 | 0.2% | Oils/Energy |
AMZN Amazon.com | $885,068 | $1,863 ▼ | -0.2% | 4,750 | 0.2% | Retail/Wholesale |
XOM Exxon Mobil | $855,585 | $29,188 ▼ | -3.3% | 7,299 | 0.2% | Oils/Energy |
SVOL Simplify Volatility Premium ETF | $824,493 | $191,602 ▲ | 30.3% | 37,545 | 0.2% | ETF |
SAMT Strategas Macro Thematic Opportunities ETF | $820,449 | $1,249 ▼ | -0.2% | 29,563 | 0.2% | ETF |
ABT Abbott Laboratories | $808,901 | $17,102 ▼ | -2.1% | 7,095 | 0.2% | Medical |
SCHO Schwab Short-Term U.S. Treasury ETF | $807,190 | | 0.0% | 16,480 | 0.2% | ETF |
VDE Vanguard Energy ETF | $798,627 | $8,940 ▲ | 1.1% | 6,521 | 0.2% | ETF |
GLD SPDR Gold Shares | $795,292 | $140,246 ▼ | -15.0% | 3,272 | 0.2% | Finance |
XJUN FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June | $791,493 | $3,423 ▼ | -0.4% | 20,808 | 0.2% | ETF |
AXP American Express | $789,192 | $14,916 ▼ | -1.9% | 2,910 | 0.2% | Finance |
TUA Simplify Short Term Treasury Futures Strategy ETF | $774,399 | $80,281 ▲ | 11.6% | 33,684 | 0.2% | ETF |
SIMPLIFY EXCHANGE TRADED FUN
| $770,502 | $44,170 ▲ | 6.1% | 14,967 | 0.2% | MBS ETF |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $752,406 | $8,358 ▼ | -1.1% | 6,662 | 0.2% | ETF |
SDY SPDR S&P Dividend ETF | $730,938 | | 0.0% | 5,146 | 0.2% | ETF |
ISRG Intuitive Surgical | $726,097 | | 0.0% | 1,478 | 0.2% | Medical |
SBUX Starbucks | $719,742 | $2,535 ▼ | -0.4% | 7,383 | 0.2% | Retail/Wholesale |
KO Coca-Cola | $716,883 | $2,731 ▲ | 0.4% | 9,976 | 0.2% | Consumer Staples |
SMH VanEck Semiconductor ETF | $714,818 | $9,819 ▼ | -1.4% | 2,912 | 0.2% | Manufacturing |
NXPI NXP Semiconductors | $684,029 | $72,003 ▼ | -9.5% | 2,850 | 0.1% | Computer and Technology |
COST Costco Wholesale | $671,107 | $6,206 ▲ | 0.9% | 757 | 0.1% | Retail/Wholesale |
