VONG Vanguard Russell 1000 Growth ETF | $42,514,859 | $492,548 ▼ | -1.1% | 476,034 | 7.7% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $31,886,033 | $627 ▼ | 0.0% | 406,866 | 5.8% | ETF |
VOO Vanguard S&P 500 ETF | $29,743,264 | $31,758 ▼ | -0.1% | 56,194 | 5.4% | ETF |
SCHD Schwab US Dividend Equity ETF | $25,468,022 | $136,009 ▲ | 0.5% | 301,290 | 4.6% | ETF |
IWF iShares Russell 1000 Growth ETF | $24,102,198 | $265,391 ▼ | -1.1% | 64,208 | 4.4% | ETF |
VONV Vanguard Russell 1000 Value | $23,357,685 | $629,974 ▲ | 2.8% | 280,304 | 4.2% | ETF |
AAPL Apple | $21,132,107 | $27,727 ▲ | 0.1% | 90,696 | 3.8% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $18,141,246 | $839,130 ▼ | -4.4% | 91,211 | 3.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $14,522,963 | $74,238 ▲ | 0.5% | 25,236 | 2.6% | Finance |
IWD iShares Russell 1000 Value ETF | $14,001,070 | $23,345 ▼ | -0.2% | 73,768 | 2.5% | ETF |
MSFT Microsoft | $13,658,007 | $43,460 ▲ | 0.3% | 31,741 | 2.5% | Computer and Technology |
VIOO Vanguard S&P Small-Cap 600 ETF | $11,287,091 | $40,831 ▼ | -0.4% | 185,488 | 2.0% | ETF |
IWN iShares Russell 2000 Value ETF | $9,706,280 | $188,837 ▼ | -1.9% | 58,185 | 1.8% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $9,396,197 | $473,250 ▲ | 5.3% | 185,184 | 1.7% | ETF |
BRK.A Berkshire Hathaway | $8,985,340 | | 0.0% | 13 | 1.6% | Finance |
BRK.B Berkshire Hathaway | $8,724,943 | $911,754 ▲ | 11.7% | 18,957 | 1.6% | Finance |
VTI Vanguard Total Stock Market ETF | $8,702,632 | $91,173 ▲ | 1.1% | 30,640 | 1.6% | ETF |
META Meta Platforms | $8,647,035 | $30,338 ▲ | 0.4% | 15,106 | 1.6% | Computer and Technology |
PNFP Pinnacle Financial Partners | $7,986,272 | $34,191 ▼ | -0.4% | 81,518 | 1.4% | Finance |
IWO iShares Russell 2000 Growth ETF | $7,581,059 | $136,887 ▼ | -1.8% | 26,694 | 1.4% | ETF |
TCHP T. Rowe Price Blue Chip Growth ETF | $7,323,812 | $105,046 ▲ | 1.5% | 184,759 | 1.3% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $7,131,485 | $15,168 ▲ | 0.2% | 149,039 | 1.3% | ETF |
IVV iShares Core S&P 500 ETF | $6,905,028 | $44,991 ▼ | -0.6% | 11,971 | 1.3% | ETF |
AMZN Amazon.com | $6,865,320 | $6,894 ▼ | -0.1% | 36,845 | 1.2% | Retail/Wholesale |
TCAF T. Rowe Price Capital Appreciation Equity ETF | $6,618,477 | $161,002 ▲ | 2.5% | 375,934 | 1.2% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $5,751,248 | $115,495 ▲ | 2.0% | 108,905 | 1.0% | ETF |
GOOG Alphabet | $5,139,193 | $39,289 ▼ | -0.8% | 30,739 | 0.9% | Computer and Technology |
COWZ Pacer US Cash Cows 100 ETF | $5,027,511 | $169,353 ▲ | 3.5% | 86,566 | 0.9% | ETF |
EFA iShares MSCI EAFE ETF | $4,821,296 | $10,370 ▼ | -0.2% | 57,651 | 0.9% | Finance |
RSP Invesco S&P 500 Equal Weight ETF | $4,790,144 | $21,678 ▼ | -0.5% | 26,737 | 0.9% | ETF |
GOOGL Alphabet | $4,543,623 | $46,106 ▼ | -1.0% | 27,396 | 0.8% | Computer and Technology |
NVDA NVIDIA | $4,392,423 | $457,132 ▲ | 11.6% | 36,167 | 0.8% | Computer and Technology |
IWM iShares Russell 2000 ETF | $3,705,136 | $65,603 ▼ | -1.7% | 16,774 | 0.7% | Finance |
DUK Duke Energy | $3,528,108 | $154,268 ▲ | 4.6% | 30,600 | 0.6% | Utilities |
VTWV Vanguard Russell 2000 Value ETF | $3,092,616 | $123,310 ▼ | -3.8% | 21,017 | 0.6% | ETF |
BAC Bank of America | $2,926,457 | $252,561 ▲ | 9.4% | 73,752 | 0.5% | Finance |
FBCG Fidelity Blue Chip Growth ETF | $2,474,421 | $68,089 ▲ | 2.8% | 57,855 | 0.4% | ETF |
CGDV Capital Group Dividend Value ETF | $2,451,053 | $41,566 ▲ | 1.7% | 66,988 | 0.4% | ETF |
AVGO Broadcom | $2,301,818 | $2,070,153 ▲ | 893.6% | 13,344 | 0.4% | Computer and Technology |
IVE iShares S&P 500 Value ETF | $2,123,607 | $7,492 ▲ | 0.4% | 10,771 | 0.4% | ETF |
ABBV AbbVie | $2,114,572 | $91,036 ▲ | 4.5% | 10,708 | 0.4% | Medical |
IVW iShares S&P 500 Growth ETF | $2,102,532 | $52,374 ▲ | 2.6% | 21,959 | 0.4% | ETF |
VYM Vanguard High Dividend Yield ETF | $2,076,969 | | 0.0% | 16,201 | 0.4% | ETF |
VUG Vanguard Growth ETF | $1,997,410 | $9,597 ▼ | -0.5% | 5,203 | 0.4% | ETF |
ABT Abbott Laboratories | $1,941,313 | $404,953 ▼ | -17.3% | 17,028 | 0.4% | Medical |
BX Blackstone | $1,892,985 | $73,502 ▼ | -3.7% | 12,362 | 0.3% | Finance |
IJR iShares Core S&P Small-Cap ETF | $1,842,841 | $12,748 ▼ | -0.7% | 15,757 | 0.3% | ETF |
QQQ Invesco QQQ | $1,678,820 | $75,266 ▲ | 4.7% | 3,435 | 0.3% | Finance |
CGGR Capital Group Growth ETF | $1,623,274 | $34,268 ▲ | 2.2% | 46,660 | 0.3% | ETF |
PRF Invesco FTSE RAFI US 1000 ETF | $1,597,120 | $44,033 ▲ | 2.8% | 136,923 | 0.3% | ETF |
VTV Vanguard Value ETF | $1,550,294 | $290,124 ▲ | 23.0% | 8,881 | 0.3% | ETF |
BSV Vanguard Short-Term Bond ETF | $1,540,041 | $154,154 ▼ | -9.1% | 19,571 | 0.3% | ETF |
VB Vanguard Small-Cap ETF | $1,495,182 | $6,899 ▲ | 0.5% | 6,285 | 0.3% | ETF |
IWB iShares Russell 1000 ETF | $1,452,243 | $103,732 ▲ | 7.7% | 4,620 | 0.3% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $1,327,562 | $4,503 ▼ | -0.3% | 18,279 | 0.2% | Manufacturing |
SPHQ Invesco S&P 500 Quality ETF | $1,297,138 | $335,064 ▲ | 34.8% | 19,283 | 0.2% | ETF |
PM Philip Morris International | $1,294,497 | $115,997 ▼ | -8.2% | 10,546 | 0.2% | Consumer Staples |
CGXU Capital Group International Focus Equity ETF | $1,273,346 | $32,418 ▲ | 2.6% | 47,214 | 0.2% | ETF |
UNH UnitedHealth Group | $1,253,427 | $43,847 ▼ | -3.4% | 2,144 | 0.2% | Medical |
GLD SPDR Gold Shares | $1,245,512 | | 0.0% | 5,125 | 0.2% | Finance |
JPM JPMorgan Chase & Co. | $1,242,140 | $17,079 ▲ | 1.4% | 5,891 | 0.2% | Finance |
SCHV Schwab U.S. Large-Cap Value ETF | $1,228,913 | $643 ▼ | -0.1% | 15,291 | 0.2% | ETF |
TSLA Tesla | $1,217,865 | $84,767 ▲ | 7.5% | 4,655 | 0.2% | Auto/Tires/Trucks |
IJH iShares Core S&P Mid-Cap ETF | $1,212,900 | $13,523 ▼ | -1.1% | 19,463 | 0.2% | ETF |
VNQ Vanguard Real Estate ETF | $1,141,350 | $168,172 ▼ | -12.8% | 11,619 | 0.2% | ETF |
MDLZ Mondelez International | $1,106,701 | $71,467 ▼ | -6.1% | 14,928 | 0.2% | Consumer Staples |
FNDB Schwab Fundamental U.S. Broad Market Index ETF | $1,076,675 | $9,429 ▲ | 0.9% | 15,301 | 0.2% | ETF |
VO Vanguard Mid-Cap ETF | $1,000,915 | $17,676 ▼ | -1.7% | 3,794 | 0.2% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $992,845 | | 0.0% | 1,738 | 0.2% | ETF |
AVDX AvidXchange | $968,051 | | 0.0% | 119,365 | 0.2% | Computer and Technology |
XLV Health Care Select Sector SPDR Fund | $962,374 | $924 ▲ | 0.1% | 6,249 | 0.2% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $932,991 | $28,638 ▼ | -3.0% | 7,428 | 0.2% | ETF |
IEFA iShares Core MSCI EAFE ETF | $909,830 | $15,687 ▼ | -1.7% | 11,658 | 0.2% | ETF |
XOM Exxon Mobil | $883,646 | $77,945 ▼ | -8.1% | 7,539 | 0.2% | Oils/Energy |
COST Costco Wholesale | $873,311 | $3,543 ▼ | -0.4% | 986 | 0.2% | Retail/Wholesale |
PDP Invesco Dorsey Wright Momentum ETF | $831,553 | $48,532 ▲ | 6.2% | 8,053 | 0.2% | ETF |
DSTL Distillate U.S. Fundamental Stability & Value ETF | $810,622 | $7,034 ▲ | 0.9% | 14,290 | 0.1% | ETF |
ACN Accenture | $803,595 | $2,827 ▲ | 0.4% | 2,274 | 0.1% | Computer and Technology |
VTEB Vanguard Tax-Exempt Bond ETF | $795,317 | $62,724 ▲ | 8.6% | 15,558 | 0.1% | ETF |
EEM iShares MSCI Emerging Markets ETF | $788,683 | $103,091 ▲ | 15.0% | 17,198 | 0.1% | Finance |
VBR Vanguard Small-Cap Value ETF | $773,953 | $18,671 ▲ | 2.5% | 3,855 | 0.1% | ETF |
CGUS Capital Group Core Equity ETF | $759,391 | $1,890 ▲ | 0.2% | 22,093 | 0.1% | ETF |
VTWG Vanguard Russell 2000 Growth ETF | $735,702 | $1,451 ▲ | 0.2% | 3,550 | 0.1% | ETF |
HD Home Depot | $728,973 | $222,337 ▲ | 43.9% | 1,800 | 0.1% | Retail/Wholesale |
PG Procter & Gamble | $716,606 | $106,282 ▲ | 17.4% | 83,782 | 0.1% | Consumer Staples |
IUSG iShares Core S&P U.S. Growth ETF | $708,093 | $18,995 ▼ | -2.6% | 5,368 | 0.1% | Manufacturing |
VGT Vanguard Information Technology ETF | $700,082 | $62,256 ▼ | -8.2% | 1,192 | 0.1% | ETF |
KKR KKR & Co. Inc. | $694,720 | $54,053 ▲ | 8.4% | 5,321 | 0.1% | Finance |
CGCP Capital Group Core Plus Income ETF | $678,433 | $71,313 ▲ | 11.7% | 29,254 | 0.1% | ETF |
SKX Skechers U.S.A. | $669,200 | $200,760 ▲ | 42.9% | 10,000 | 0.1% | Consumer Discretionary |
XLG Invesco S&P 500 Top 50 ETF | $663,862 | $190 ▲ | 0.0% | 13,968 | 0.1% | ETF |
FTLS First Trust Long/Short Equity ETF | $660,157 | $5,458 ▲ | 0.8% | 10,402 | 0.1% | ETF |
F Ford Motor | $644,916 | $14,626 ▲ | 2.3% | 61,072 | 0.1% | Auto/Tires/Trucks |
SYK Stryker | $644,368 | $53,939 ▲ | 9.1% | 1,780 | 0.1% | Medical |
VBK Vanguard Small-Cap Growth ETF | $627,141 | | 0.0% | 2,346 | 0.1% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $622,420 | $10,730 ▼ | -1.7% | 5,975 | 0.1% | ETF |
SPXL Direxion Daily S&P 500 Bull 3X | $615,798 | $1,477 ▲ | 0.2% | 3,752 | 0.1% | ETF |
CVX Chevron | $602,617 | $7,952 ▲ | 1.3% | 4,092 | 0.1% | Oils/Energy |
LMAT LeMaitre Vascular | $582,142 | $34,091 ▲ | 6.2% | 6,267 | 0.1% | Medical |
MO Altria Group | $571,646 | $198,288 ▼ | -25.8% | 10,981 | 0.1% | Consumer Staples |
