LLY Eli Lilly and Company | $181,393,101 | $105,764 ▲ | 0.1% | 234,965 | 23.6% | Medical |
AAPL Apple | $47,061,661 | $235,896 ▲ | 0.5% | 187,931 | 6.1% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $30,370,152 | $451,899 ▼ | -1.5% | 635,093 | 4.0% | ETF |
IVV iShares Core S&P 500 ETF | $29,376,855 | $860,649 ▼ | -2.8% | 49,903 | 3.8% | ETF |
PEP PepsiCo | $21,775,296 | $148,106 ▼ | -0.7% | 143,202 | 2.8% | Consumer Staples |
RVTY Revvity | $20,834,350 | $847,566 ▼ | -3.9% | 186,671 | 2.7% | Medical |
VTI Vanguard Total Stock Market ETF | $18,362,507 | $125,487 ▲ | 0.7% | 63,361 | 2.4% | ETF |
AMZN Amazon.com | $15,715,274 | $761,719 ▼ | -4.6% | 71,632 | 2.0% | Retail/Wholesale |
IEMG iShares Core MSCI Emerging Markets ETF | $14,426,514 | $238,228 ▲ | 1.7% | 276,264 | 1.9% | ETF |
NVDA NVIDIA | $11,771,431 | $126,098 ▲ | 1.1% | 87,657 | 1.5% | Computer and Technology |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $10,568,181 | $413,730 ▲ | 4.1% | 193,238 | 1.4% | ETF |
MGK Vanguard Mega Cap Growth ETF | $10,511,318 | $274,725 ▲ | 2.7% | 30,609 | 1.4% | ETF |
DOL WisdomTree International LargeCap Dividend Fund | $9,887,310 | $149,062 ▼ | -1.5% | 199,986 | 1.3% | Finance |
MSFT Microsoft | $9,774,054 | $1,163,327 ▲ | 13.5% | 23,189 | 1.3% | Computer and Technology |
TSLA Tesla | $9,736,188 | $306,919 ▼ | -3.1% | 24,109 | 1.3% | Auto/Tires/Trucks |
SPDW SPDR Portfolio Developed World ex-US ETF | $9,404,385 | $762,157 ▲ | 8.8% | 275,546 | 1.2% | ETF |
VIG Vanguard Dividend Appreciation ETF | $8,932,015 | $241,263 ▲ | 2.8% | 45,611 | 1.2% | ETF |
VYM Vanguard High Dividend Yield ETF | $8,394,479 | $107,430 ▼ | -1.3% | 65,793 | 1.1% | ETF |
BRK.B Berkshire Hathaway | $7,720,232 | $22,664 ▼ | -0.3% | 17,032 | 1.0% | Finance |
VTEB Vanguard Tax-Exempt Bond ETF | $7,024,667 | $32,083 ▼ | -0.5% | 140,129 | 0.9% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $6,767,624 | $268,590 ▲ | 4.1% | 176,378 | 0.9% | ETF |
VV Vanguard Large-Cap ETF | $6,463,091 | $76,595 ▼ | -1.2% | 23,964 | 0.8% | ETF |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | $6,382,527 | $231,195 ▲ | 3.8% | 130,469 | 0.8% | Finance |
VO Vanguard Mid-Cap ETF | $6,299,085 | $60,223 ▼ | -0.9% | 23,848 | 0.8% | ETF |
DEM WisdomTree Emerging Markets High Dividend Fund | $6,094,681 | $148,274 ▼ | -2.4% | 150,523 | 0.8% | Finance |
SHY iShares 1-3 Year Treasury Bond ETF | $5,967,648 | $2,066,141 ▲ | 53.0% | 72,794 | 0.8% | Manufacturing |
DES WisdomTree U.S. SmallCap Dividend Fund | $5,925,144 | $171,922 ▲ | 3.0% | 172,493 | 0.8% | Finance |
BNL Broadstone Net Lease | $5,707,506 | $268,605 ▼ | -4.5% | 359,868 | 0.7% | Finance |
MLPA Global X MLP ETF | $5,341,913 | $24,705 ▼ | -0.5% | 108,114 | 0.7% | ETF |
DGRO iShares Core Dividend Growth ETF | $4,858,067 | $23,125 ▲ | 0.5% | 79,199 | 0.6% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $4,765,083 | $45,873 ▲ | 1.0% | 93,488 | 0.6% | Finance |
VNQ Vanguard Real Estate ETF | $4,325,774 | $62,534 ▼ | -1.4% | 48,561 | 0.6% | ETF |
META Meta Platforms | $4,280,536 | $61,477 ▼ | -1.4% | 7,311 | 0.6% | Computer and Technology |
MUB iShares National Muni Bond ETF | $4,093,873 | $527,317 ▼ | -11.4% | 38,422 | 0.5% | ETF |
BRK.A Berkshire Hathaway | $4,085,520 | | 0.0% | 6 | 0.5% | Finance |
BND Vanguard Total Bond Market ETF | $4,081,755 | $260,674 ▲ | 6.8% | 56,762 | 0.5% | ETF |
CRWD CrowdStrike | $4,062,466 | $178,950 ▼ | -4.2% | 11,873 | 0.5% | Computer and Technology |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $3,929,228 | $45,915 ▲ | 1.2% | 48,950 | 0.5% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $3,875,807 | $274,900 ▲ | 7.6% | 60,118 | 0.5% | ETF |
GOOGL Alphabet | $3,854,741 | $10,033 ▼ | -0.3% | 20,363 | 0.5% | Computer and Technology |
SCZ iShares MSCI EAFE Small-Cap ETF | $3,833,021 | $143,552 ▲ | 3.9% | 63,095 | 0.5% | ETF |
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF | $3,791,262 | $200,682 ▲ | 5.6% | 47,003 | 0.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $3,788,784 | $80,874 ▼ | -2.1% | 6,465 | 0.5% | Finance |
STIP iShares 0-5 Year TIPS Bond ETF | $3,746,272 | $241,844 ▲ | 6.9% | 37,239 | 0.5% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $3,699,121 | $105,689 ▲ | 2.9% | 56,840 | 0.5% | ETF |
MOAT VanEck Morningstar Wide Moat ETF | $3,553,686 | | 0.0% | 38,325 | 0.5% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $3,327,606 | $4,048 ▲ | 0.1% | 124,957 | 0.4% | ETF |
TSM Taiwan Semiconductor Manufacturing | $3,173,230 | | 0.0% | 16,068 | 0.4% | Computer and Technology |
NYF iShares New York Muni Bond ETF | $3,151,955 | | 0.0% | 59,225 | 0.4% | ETF |
GOOG Alphabet | $3,035,797 | $43,801 ▼ | -1.4% | 15,941 | 0.4% | Computer and Technology |
AVUV Avantis U.S. Small Cap Value ETF | $2,987,576 | $602,631 ▲ | 25.3% | 30,950 | 0.4% | ETF |
QQQ Invesco QQQ | $2,875,158 | $2,556 ▼ | -0.1% | 5,624 | 0.4% | Finance |
VOE Vanguard Mid-Cap Value ETF | $2,815,445 | $320,305 ▲ | 12.8% | 17,404 | 0.4% | ETF |
SCHH Schwab U.S. REIT ETF | $2,720,507 | $65,728 ▲ | 2.5% | 129,179 | 0.4% | ETF |
ITW Illinois Tool Works | $2,625,867 | $38,034 ▼ | -1.4% | 10,356 | 0.3% | Industrial Products |
AVES Avantis Emerging Markets Value ETF | $2,610,208 | $126,311 ▲ | 5.1% | 56,498 | 0.3% | ETF |
AMLP Alerian MLP ETF | $2,570,299 | | 0.0% | 53,370 | 0.3% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $2,502,817 | $84,503 ▲ | 3.5% | 19,459 | 0.3% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $2,432,637 | | 0.0% | 18,884 | 0.3% | Manufacturing |
FLOT iShares Floating Rate Bond ETF | $2,412,780 | $467,892 ▼ | -16.2% | 47,421 | 0.3% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $2,411,476 | $457,417 ▲ | 23.4% | 29,797 | 0.3% | Manufacturing |
AVDE Avantis International Equity ETF | $2,361,211 | $425,294 ▲ | 22.0% | 38,475 | 0.3% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $2,343,597 | $351,620 ▲ | 17.7% | 20,282 | 0.3% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $2,146,014 | $67,348 ▲ | 3.2% | 38,556 | 0.3% | ETF |
DVY iShares Select Dividend ETF | $2,054,689 | | 0.0% | 15,650 | 0.3% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $1,847,166 | $1,179,478 ▲ | 176.7% | 17,512 | 0.2% | ETF |
NEE NextEra Energy | $1,773,267 | $75,275 ▲ | 4.4% | 24,735 | 0.2% | Utilities |
IWF iShares Russell 1000 Growth ETF | $1,765,747 | | 0.0% | 4,397 | 0.2% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $1,761,286 | $239,153 ▼ | -12.0% | 18,176 | 0.2% | Finance |
IEFA iShares Core MSCI EAFE ETF | $1,706,469 | $33,875 ▼ | -1.9% | 24,281 | 0.2% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $1,682,460 | $260,541 ▼ | -13.4% | 38,203 | 0.2% | ETF |
COST Costco Wholesale | $1,663,015 | $4,581 ▲ | 0.3% | 1,815 | 0.2% | Retail/Wholesale |
IDV iShares International Select Dividend ETF | $1,657,083 | $146,920 ▼ | -8.1% | 60,522 | 0.2% | ETF |
EWX SPDR S&P Emerging Markets SmallCap ETF | $1,642,328 | $57,204 ▲ | 3.6% | 28,021 | 0.2% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $1,590,795 | $88,337 ▲ | 5.9% | 23,825 | 0.2% | ETF |
VOO Vanguard S&P 500 ETF | $1,572,933 | $21,554 ▲ | 1.4% | 2,919 | 0.2% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $1,532,708 | $207 ▲ | 0.0% | 22,232 | 0.2% | ETF |
MRK Merck & Co., Inc. | $1,492,200 | $39,792 ▼ | -2.6% | 15,000 | 0.2% | Medical |
TM Toyota Motor | $1,445,952 | | 0.0% | 7,430 | 0.2% | Auto/Tires/Trucks |
IBM International Business Machines | $1,443,843 | $190,373 ▼ | -11.6% | 6,568 | 0.2% | Computer and Technology |
VXF Vanguard Extended Market ETF | $1,437,615 | $38,567 ▲ | 2.8% | 7,567 | 0.2% | ETF |
AFL Aflac | $1,431,299 | $41,376 ▲ | 3.0% | 13,837 | 0.2% | Finance |
VB Vanguard Small-Cap ETF | $1,386,526 | $2,163 ▼ | -0.2% | 5,770 | 0.2% | ETF |
TXN Texas Instruments | $1,376,323 | $49,690 ▲ | 3.7% | 7,340 | 0.2% | Computer and Technology |
DLN WisdomTree U.S. LargeCap Dividend Fund | $1,367,315 | | 0.0% | 17,577 | 0.2% | Finance |
AVDV Avantis International Small Cap Value ETF | $1,269,383 | $196,606 ▲ | 18.3% | 19,505 | 0.2% | ETF |
MA Mastercard | $1,250,891 | $10,529 ▲ | 0.8% | 2,376 | 0.2% | Business Services |
HD Home Depot | $1,230,026 | $3,501 ▼ | -0.3% | 3,162 | 0.2% | Retail/Wholesale |
JNJ Johnson & Johnson | $1,227,822 | $3,471 ▼ | -0.3% | 8,490 | 0.2% | Medical |
PAVE Global X U.S. Infrastructure Development ETF | $1,204,824 | $10,587 ▲ | 0.9% | 29,815 | 0.2% | ETF |
WTAI WisdomTree Artificial Intelligence and Innovation Fund | $1,174,140 | | 0.0% | 53,370 | 0.2% | Finance |
EPD Enterprise Products Partners | $1,151,999 | $29,039 ▲ | 2.6% | 36,735 | 0.2% | Oils/Energy |
ACN Accenture | $1,133,574 | $17,591 ▼ | -1.5% | 3,222 | 0.1% | Computer and Technology |
ESGD iShares ESG Aware MSCI EAFE ETF | $1,097,482 | | 0.0% | 14,414 | 0.1% | Manufacturing |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $1,070,003 | | 0.0% | 10,015 | 0.1% | Finance |
PGX Invesco Preferred ETF | $1,026,895 | $392,181 ▲ | 61.8% | 89,063 | 0.1% | ETF |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $1,018,576 | $485,533 ▲ | 91.1% | 23,905 | 0.1% | ETF |
GLD SPDR Gold Shares | $1,014,283 | $375,544 ▼ | -27.0% | 4,189 | 0.1% | Finance |
CSX CSX | $1,013,601 | $96,810 ▼ | -8.7% | 31,410 | 0.1% | Transportation |
XLRE Real Estate Select Sector SPDR Fund | $1,005,720 | $209,693 ▲ | 26.3% | 24,729 | 0.1% | ETF |
