VONG Vanguard Russell 1000 Growth ETF | $43,454,954 | $426,368 ▲ | 1.0% | 480,751 | 8.5% | ETF |
VOO Vanguard S&P 500 ETF | $32,598,587 | $2,321,158 ▲ | 7.7% | 60,502 | 6.4% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $30,279,598 | $125,472 ▼ | -0.4% | 405,187 | 6.0% | ETF |
IWF iShares Russell 1000 Growth ETF | $23,652,079 | $2,132,374 ▼ | -8.3% | 58,898 | 4.6% | ETF |
VONV Vanguard Russell 1000 Value | $21,651,790 | $1,122,873 ▼ | -4.9% | 266,484 | 4.3% | ETF |
SCHD Schwab US Dividend Equity ETF | $21,552,210 | $13,320,974 ▲ | 161.8% | 788,881 | 4.2% | ETF |
VIG Vanguard Dividend Appreciation ETF | $16,435,953 | $1,425,833 ▼ | -8.0% | 83,930 | 3.2% | ETF |
AAPL Apple | $14,747,138 | $7,964,807 ▼ | -35.1% | 58,890 | 2.9% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $14,166,875 | $675,173 ▼ | -4.5% | 24,088 | 2.8% | Finance |
IWD iShares Russell 1000 Value ETF | $12,575,233 | $1,081,336 ▼ | -7.9% | 67,927 | 2.5% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $11,559,497 | $2,193,510 ▲ | 23.4% | 228,554 | 2.3% | ETF |
VIOO Vanguard S&P Small-Cap 600 ETF | $10,437,407 | $2,539,861 ▼ | -19.6% | 149,185 | 2.1% | ETF |
IWN iShares Russell 2000 Value ETF | $9,523,252 | $28,894 ▼ | -0.3% | 58,009 | 1.9% | ETF |
BRK.B Berkshire Hathaway | $9,250,739 | $658,145 ▲ | 7.7% | 20,409 | 1.8% | Finance |
VTI Vanguard Total Stock Market ETF | $9,045,429 | $165,769 ▲ | 1.9% | 31,212 | 1.8% | ETF |
PNFP Pinnacle Financial Partners | $8,988,953 | $335,847 ▼ | -3.6% | 78,582 | 1.8% | Finance |
AMZN Amazon.com | $7,965,181 | $118,029 ▼ | -1.5% | 36,307 | 1.6% | Retail/Wholesale |
TCHP T. Rowe Price Blue Chip Growth ETF | $7,511,495 | $268,704 ▼ | -3.5% | 178,378 | 1.5% | ETF |
IWO iShares Russell 2000 Growth ETF | $7,347,210 | $335,586 ▼ | -4.4% | 25,528 | 1.4% | ETF |
TCAF T. Rowe Price Capital Appreciation Equity ETF | $7,310,306 | $974,839 ▲ | 15.4% | 433,779 | 1.4% | ETF |
IVV iShares Core S&P 500 ETF | $7,033,240 | $13,539 ▼ | -0.2% | 11,948 | 1.4% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $6,499,656 | $63,990 ▼ | -1.0% | 147,586 | 1.3% | ETF |
MSFT Microsoft | $6,008,199 | $7,370,001 ▼ | -55.1% | 14,255 | 1.2% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $4,680,406 | $527,404 ▼ | -10.1% | 97,876 | 0.9% | ETF |
NVDA NVIDIA | $4,535,065 | $321,756 ▼ | -6.6% | 33,771 | 0.9% | Computer and Technology |
COWZ Pacer US Cash Cows 100 ETF | $4,461,378 | $448,469 ▼ | -9.1% | 78,659 | 0.9% | ETF |
SPHQ Invesco S&P 500 Quality ETF | $4,431,722 | $3,139,192 ▲ | 242.9% | 66,116 | 0.9% | ETF |
EFA iShares MSCI EAFE ETF | $4,246,342 | $112,582 ▼ | -2.6% | 56,162 | 0.8% | Finance |
VTV Vanguard Value ETF | $3,755,284 | $2,251,782 ▲ | 149.8% | 22,182 | 0.7% | ETF |
IWM iShares Russell 2000 ETF | $3,636,507 | $69,822 ▼ | -1.9% | 16,458 | 0.7% | Finance |
DUK Duke Energy | $3,195,328 | $101,490 ▼ | -3.1% | 29,658 | 0.6% | Utilities |
VTWV Vanguard Russell 2000 Value ETF | $2,999,664 | $39,477 ▼ | -1.3% | 20,744 | 0.6% | ETF |
AVGO Broadcom | $2,946,432 | $147,217 ▼ | -4.8% | 12,709 | 0.6% | Computer and Technology |
RSP Invesco S&P 500 Equal Weight ETF | $2,593,434 | $2,091,428 ▼ | -44.6% | 14,801 | 0.5% | ETF |
FBCG Fidelity Blue Chip Growth ETF | $2,495,728 | $180,596 ▼ | -6.7% | 53,951 | 0.5% | ETF |
CGDV Capital Group Dividend Value ETF | $2,412,764 | $50,774 ▲ | 2.1% | 68,428 | 0.5% | ETF |
META Meta Platforms | $2,262,095 | $6,581,385 ▼ | -74.4% | 3,864 | 0.4% | Computer and Technology |
IVW iShares S&P 500 Growth ETF | $2,231,797 | $2,335 ▲ | 0.1% | 21,982 | 0.4% | ETF |
PRF Invesco FTSE RAFI US 1000 ETF | $2,225,666 | $373,237 ▲ | 20.1% | 164,511 | 0.4% | ETF |
VUG Vanguard Growth ETF | $2,147,615 | $12,312 ▲ | 0.6% | 5,233 | 0.4% | ETF |
IVE iShares S&P 500 Value ETF | $2,062,798 | $6,872 ▲ | 0.3% | 10,807 | 0.4% | ETF |
BX Blackstone | $2,005,355 | $126,035 ▼ | -5.9% | 11,631 | 0.4% | Finance |
GOOG Alphabet | $1,937,994 | $3,915,597 ▼ | -66.9% | 10,177 | 0.4% | Computer and Technology |
ABT Abbott Laboratories | $1,932,713 | $6,786 ▲ | 0.4% | 17,088 | 0.4% | Medical |
ABBV AbbVie | $1,837,804 | $64,855 ▼ | -3.4% | 10,343 | 0.4% | Medical |
CGGR Capital Group Growth ETF | $1,820,120 | $85,787 ▲ | 4.9% | 48,968 | 0.4% | ETF |
IJR iShares Core S&P Small-Cap ETF | $1,813,500 | $1,959 ▼ | -0.1% | 15,740 | 0.4% | ETF |
BAC Bank of America | $1,788,234 | $1,453,160 ▼ | -44.8% | 40,688 | 0.4% | Finance |
QQQ Invesco QQQ | $1,780,705 | $1,655,631 ▲ | 1,323.7% | 48,905 | 0.4% | Finance |
GOOGL Alphabet | $1,601,937 | $3,583,773 ▼ | -69.1% | 8,463 | 0.3% | Computer and Technology |
VB Vanguard Small-Cap ETF | $1,514,034 | $4,084 ▲ | 0.3% | 6,302 | 0.3% | ETF |
BSV Vanguard Short-Term Bond ETF | $1,469,054 | $43,194 ▼ | -2.9% | 19,012 | 0.3% | ETF |
IWB iShares Russell 1000 ETF | $1,457,767 | $30,605 ▼ | -2.1% | 4,525 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $1,308,197 | $103,783 ▼ | -7.4% | 5,458 | 0.3% | Finance |
IJH iShares Core S&P Mid-Cap ETF | $1,243,666 | $30,967 ▲ | 2.6% | 19,960 | 0.2% | ETF |
GLD SPDR Gold Shares | $1,238,809 | $1,937 ▼ | -0.2% | 5,117 | 0.2% | Finance |
IXUS iShares Core MSCI Total International Stock ETF | $1,194,764 | $14,153 ▼ | -1.2% | 18,065 | 0.2% | Manufacturing |
CGXU Capital Group International Focus Equity ETF | $1,172,650 | $7,894 ▲ | 0.7% | 47,534 | 0.2% | ETF |
PM Philip Morris International | $1,148,783 | $134,593 ▼ | -10.5% | 9,440 | 0.2% | Consumer Staples |
SCHV Schwab U.S. Large-Cap Value ETF | $1,138,891 | $740,256 ▲ | 185.7% | 43,686 | 0.2% | ETF |
AVDX AvidXchange | $1,081,420 | $152,815 ▼ | -12.4% | 104,586 | 0.2% | Computer and Technology |
FNDB Schwab Fundamental U.S. Broad Market Index ETF | $1,072,739 | $716,842 ▲ | 201.4% | 46,120 | 0.2% | ETF |
VNQ Vanguard Real Estate ETF | $1,050,436 | $15,499 ▲ | 1.5% | 11,793 | 0.2% | ETF |
UNH UnitedHealth Group | $1,050,049 | $34,395 ▼ | -3.2% | 2,076 | 0.2% | Medical |
MDY SPDR S&P MidCap 400 ETF Trust | $993,682 | $571 ▲ | 0.1% | 1,739 | 0.2% | ETF |
VO Vanguard Mid-Cap ETF | $992,040 | $10,037 ▼ | -1.0% | 3,756 | 0.2% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $928,589 | $26,752 ▼ | -2.8% | 7,220 | 0.2% | ETF |
COST Costco Wholesale | $884,553 | $18,314 ▼ | -2.0% | 966 | 0.2% | Retail/Wholesale |
PDP Invesco Dorsey Wright Momentum ETF | $866,584 | | 0.0% | 8,053 | 0.2% | ETF |
XLV Health Care Select Sector SPDR Fund | $860,205 | $550 ▲ | 0.1% | 6,253 | 0.2% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $826,418 | $46,519 ▲ | 6.0% | 16,486 | 0.2% | ETF |
DSTL Distillate U.S. Fundamental Stability & Value ETF | $823,445 | $38,610 ▲ | 4.9% | 14,993 | 0.2% | ETF |
XOM Exxon Mobil | $808,417 | $2,474 ▼ | -0.3% | 7,516 | 0.2% | Oils/Energy |
ACN Accenture | $801,926 | $2,110 ▲ | 0.3% | 2,280 | 0.2% | Computer and Technology |
CGUS Capital Group Core Equity ETF | $777,040 | $4,476 ▲ | 0.6% | 22,221 | 0.2% | ETF |
IEFA iShares Core MSCI EAFE ETF | $773,057 | $46,243 ▼ | -5.6% | 11,000 | 0.2% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $770,091 | $22,154 ▲ | 3.0% | 5,527 | 0.2% | Manufacturing |
VBR Vanguard Small-Cap Value ETF | $767,250 | $3,369 ▲ | 0.4% | 3,872 | 0.2% | ETF |
EEM iShares MSCI Emerging Markets ETF | $754,486 | $35,295 ▲ | 4.9% | 18,042 | 0.1% | Finance |
VTWG Vanguard Russell 2000 Growth ETF | $747,709 | $1,891 ▲ | 0.3% | 3,559 | 0.1% | ETF |
JNJ Johnson & Johnson | $735,018 | $404,744 ▲ | 122.5% | 5,083 | 0.1% | Medical |
KKR KKR & Co. Inc. | $735,012 | $51,909 ▼ | -6.6% | 4,970 | 0.1% | Finance |
HD Home Depot | $734,330 | $34,227 ▲ | 4.9% | 1,888 | 0.1% | Retail/Wholesale |
VGT Vanguard Information Technology ETF | $724,599 | $16,157 ▼ | -2.2% | 1,166 | 0.1% | ETF |
MDLZ Mondelez International | $716,965 | $181,679 ▼ | -20.2% | 11,910 | 0.1% | Consumer Staples |
PG Procter & Gamble | $698,333 | $100 ▲ | 0.0% | 83,794 | 0.1% | Consumer Staples |
XLG Invesco S&P 500 Top 50 ETF | $697,964 | $150 ▲ | 0.0% | 13,971 | 0.1% | ETF |
FTLS First Trust Long/Short Equity ETF | $687,466 | $2,961 ▲ | 0.4% | 10,447 | 0.1% | ETF |
SKX Skechers U.S.A. | $672,400 | | 0.0% | 10,000 | 0.1% | Consumer Discretionary |
SCHG Schwab U.S. Large-Cap Growth ETF | $666,036 | $499,513 ▲ | 300.0% | 23,898 | 0.1% | ETF |
GVLU Gotham 1000 Value ETF | $654,012 | $242,367 ▲ | 58.9% | 27,713 | 0.1% | ETF |
CGCP Capital Group Core Plus Income ETF | $640,360 | $9,057 ▼ | -1.4% | 28,846 | 0.1% | ETF |
SPXL Direxion Daily S&P 500 Bull 3X | $634,842 | $2,024 ▲ | 0.3% | 3,764 | 0.1% | ETF |
SYK Stryker | $623,827 | $18,401 ▼ | -2.9% | 1,729 | 0.1% | Medical |
VBK Vanguard Small-Cap Growth ETF | $608,571 | $48,450 ▼ | -7.4% | 2,173 | 0.1% | ETF |
LMAT LeMaitre Vascular | $577,442 | | 0.0% | 6,267 | 0.1% | Medical |
MO Altria Group | $576,445 | $8,902 ▼ | -1.5% | 10,814 | 0.1% | Consumer Staples |
T AT&T | $550,134 | $8,743 ▲ | 1.6% | 24,161 | 0.1% | Computer and Technology |
CVX Chevron | $544,439 | $48,230 ▼ | -8.1% | 3,759 | 0.1% | Oils/Energy |
TSLA Tesla | $539,762 | $1,339,514 ▼ | -71.3% | 1,337 | 0.1% | Auto/Tires/Trucks |
