LLY Eli Lilly and Company | $213,494,019 | $661,862 ▲ | 0.3% | 234,828 | 26.8% | Medical |
AAPL Apple | $44,103,299 | $423,369 ▼ | -1.0% | 186,989 | 5.5% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $32,858,797 | $39,764 ▲ | 0.1% | 644,543 | 4.1% | ETF |
IVV iShares Core S&P 500 ETF | $30,106,736 | $138,327 ▲ | 0.5% | 51,365 | 3.8% | ETF |
PEP PepsiCo | $25,139,969 | $348,740 ▼ | -1.4% | 144,176 | 3.2% | Consumer Staples |
RVTY Revvity | $23,074,797 | $106,902 ▼ | -0.5% | 194,265 | 2.9% | Medical |
VTI Vanguard Total Stock Market ETF | $18,101,317 | $614,423 ▼ | -3.3% | 62,928 | 2.3% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $15,440,825 | $343,537 ▲ | 2.3% | 271,702 | 1.9% | ETF |
AMZN Amazon.com | $14,247,168 | $361,187 ▲ | 2.6% | 75,104 | 1.8% | Retail/Wholesale |
NVDA NVIDIA | $12,451,802 | $39,487 ▼ | -0.3% | 86,718 | 1.6% | Computer and Technology |
DOL WisdomTree International LargeCap Dividend Fund | $10,650,548 | $87,145 ▼ | -0.8% | 203,001 | 1.3% | Finance |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $10,219,438 | $199,850 ▲ | 2.0% | 185,673 | 1.3% | ETF |
MGK Vanguard Mega Cap Growth ETF | $9,832,965 | $176,478 ▲ | 1.8% | 29,809 | 1.2% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $9,196,769 | $545 ▼ | 0.0% | 253,215 | 1.2% | ETF |
VIG Vanguard Dividend Appreciation ETF | $8,859,868 | $36,534 ▼ | -0.4% | 44,379 | 1.1% | ETF |
MSFT Microsoft | $8,733,419 | $3,420 ▼ | 0.0% | 20,429 | 1.1% | Computer and Technology |
VYM Vanguard High Dividend Yield ETF | $8,673,833 | $132,122 ▲ | 1.5% | 66,635 | 1.1% | ETF |
BRK.B Berkshire Hathaway | $7,882,456 | $129,205 ▼ | -1.6% | 17,082 | 1.0% | Finance |
VTEB Vanguard Tax-Exempt Bond ETF | $7,103,204 | $333,036 ▼ | -4.5% | 140,769 | 0.9% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $6,937,723 | $43,704 ▼ | -0.6% | 169,378 | 0.9% | ETF |
BNL Broadstone Net Lease | $6,914,353 | $320,483 ▼ | -4.4% | 376,804 | 0.9% | Finance |
DEM WisdomTree Emerging Markets High Dividend Fund | $6,670,051 | $50,311 ▲ | 0.8% | 154,185 | 0.8% | Finance |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | $6,548,702 | $228,736 ▲ | 3.6% | 125,743 | 0.8% | Finance |
VV Vanguard Large-Cap ETF | $6,495,312 | $396,983 ▼ | -5.8% | 24,248 | 0.8% | ETF |
VO Vanguard Mid-Cap ETF | $6,422,868 | $92,838 ▼ | -1.4% | 24,076 | 0.8% | ETF |
DES WisdomTree U.S. SmallCap Dividend Fund | $5,761,584 | $59,512 ▲ | 1.0% | 167,488 | 0.7% | Finance |
TSLA Tesla | $5,420,701 | $233,446 ▼ | -4.1% | 24,869 | 0.7% | Auto/Tires/Trucks |
MLPA Global X MLP ETF | $5,186,319 | $52,573 ▼ | -1.0% | 108,614 | 0.7% | ETF |
DGRO iShares Core Dividend Growth ETF | $4,988,644 | $25,316 ▲ | 0.5% | 78,822 | 0.6% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $4,750,690 | $23,346 ▲ | 0.5% | 92,588 | 0.6% | Finance |
VNQ Vanguard Real Estate ETF | $4,716,474 | $5,553 ▲ | 0.1% | 49,263 | 0.6% | ETF |
MUB iShares National Muni Bond ETF | $4,651,562 | $78,400 ▼ | -1.7% | 43,371 | 0.6% | ETF |
META Meta Platforms | $4,316,059 | $137,350 ▼ | -3.1% | 7,416 | 0.5% | Computer and Technology |
BRK.A Berkshire Hathaway | $4,155,600 | | 0.0% | 6 | 0.5% | Finance |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $3,963,152 | $237,733 ▼ | -5.7% | 48,378 | 0.5% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $3,924,354 | $582,250 ▲ | 17.4% | 47,591 | 0.5% | Manufacturing |
SCZ iShares MSCI EAFE Small-Cap ETF | $3,910,533 | $13,458 ▼ | -0.3% | 60,732 | 0.5% | ETF |
BND Vanguard Total Bond Market ETF | $3,898,626 | $222,603 ▲ | 6.1% | 53,137 | 0.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $3,851,440 | $3,500 ▼ | -0.1% | 6,603 | 0.5% | Finance |
IDEV iShares Core MSCI International Developed Markets ETF | $3,825,440 | | 0.0% | 55,854 | 0.5% | ETF |
CRWD CrowdStrike | $3,824,290 | $4,319 ▼ | -0.1% | 12,396 | 0.5% | Computer and Technology |
MOAT VanEck Morningstar Wide Moat ETF | $3,706,794 | | 0.0% | 38,325 | 0.5% | ETF |
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF | $3,648,449 | $415,127 ▲ | 12.8% | 44,515 | 0.5% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $3,611,866 | $29 ▲ | 0.0% | 124,805 | 0.5% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $3,578,552 | | 0.0% | 55,216 | 0.4% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $3,514,852 | $66,695 ▲ | 1.9% | 34,835 | 0.4% | ETF |
GOOGL Alphabet | $3,371,506 | $3,963 ▼ | -0.1% | 20,416 | 0.4% | Computer and Technology |
TSM Taiwan Semiconductor Manufacturing | $3,189,137 | $87,330 ▼ | -2.7% | 16,068 | 0.4% | Computer and Technology |
NYF iShares New York Muni Bond ETF | $3,175,645 | | 0.0% | 59,225 | 0.4% | ETF |
FLOT iShares Floating Rate Bond ETF | $2,886,335 | $45,882 ▼ | -1.6% | 56,617 | 0.4% | ETF |
SCHH Schwab U.S. REIT ETF | $2,870,350 | $145,546 ▼ | -4.8% | 126,058 | 0.4% | ETF |
QQQ Invesco QQQ | $2,791,759 | $148,788 ▼ | -5.1% | 5,629 | 0.3% | Finance |
AVES Avantis Emerging Markets Value ETF | $2,737,663 | $218,956 ▲ | 8.7% | 53,764 | 0.3% | ETF |
ITW Illinois Tool Works | $2,699,832 | $6,425 ▼ | -0.2% | 10,506 | 0.3% | Industrial Products |
GOOG Alphabet | $2,697,640 | $60,055 ▲ | 2.3% | 16,171 | 0.3% | Computer and Technology |
VOE Vanguard Mid-Cap Value ETF | $2,592,466 | $25,212 ▲ | 1.0% | 15,424 | 0.3% | ETF |
AMLP Alerian MLP ETF | $2,500,918 | $23,430 ▼ | -0.9% | 53,370 | 0.3% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $2,414,319 | $3,324 ▼ | -0.1% | 18,884 | 0.3% | Manufacturing |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $2,400,075 | $41,231 ▼ | -1.7% | 18,802 | 0.3% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $2,370,847 | $296,608 ▲ | 14.3% | 24,707 | 0.3% | ETF |
DVY iShares Select Dividend ETF | $2,116,037 | $54,084 ▲ | 2.6% | 15,650 | 0.3% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $2,092,564 | $18,308 ▼ | -0.9% | 44,119 | 0.3% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $2,063,354 | | 0.0% | 37,346 | 0.3% | ETF |
AVDE Avantis International Equity ETF | $2,047,901 | $149,316 ▲ | 7.9% | 31,545 | 0.3% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $2,040,616 | $331,042 ▼ | -14.0% | 20,644 | 0.3% | Finance |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $2,030,358 | $50,790 ▲ | 2.6% | 24,145 | 0.3% | Manufacturing |
IEI iShares 3-7 Year Treasury Bond ETF | $2,023,019 | $21,710 ▲ | 1.1% | 17,239 | 0.3% | ETF |
NEE NextEra Energy | $1,982,452 | $164,053 ▼ | -7.6% | 23,685 | 0.2% | Utilities |
IDV iShares International Select Dividend ETF | $1,927,216 | $43,875 ▲ | 2.3% | 65,888 | 0.2% | ETF |
IEFA iShares Core MSCI EAFE ETF | $1,857,968 | $147,584 ▲ | 8.6% | 24,763 | 0.2% | ETF |
IBM International Business Machines | $1,726,547 | | 0.0% | 7,434 | 0.2% | Computer and Technology |
IWF iShares Russell 1000 Growth ETF | $1,690,734 | $57,678 ▼ | -3.3% | 4,397 | 0.2% | ETF |
EWX SPDR S&P Emerging Markets SmallCap ETF | $1,654,884 | | 0.0% | 27,045 | 0.2% | ETF |
MRK Merck & Co., Inc. | $1,642,256 | $24,314 ▲ | 1.5% | 15,400 | 0.2% | Medical |
COST Costco Wholesale | $1,617,203 | $10,722 ▲ | 0.7% | 1,810 | 0.2% | Retail/Wholesale |
VOO Vanguard S&P 500 ETF | $1,543,632 | $15,549 ▼ | -1.0% | 2,879 | 0.2% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $1,525,156 | $3,156 ▲ | 0.2% | 22,229 | 0.2% | ETF |
AFL Aflac | $1,507,094 | $17,946 ▼ | -1.2% | 13,437 | 0.2% | Finance |
AVLV Avantis U.S. Large Cap Value ETF | $1,502,009 | $467,250 ▲ | 45.2% | 22,502 | 0.2% | ETF |
GLD SPDR Gold Shares | $1,457,558 | $12,696 ▼ | -0.9% | 5,740 | 0.2% | Finance |
DLN WisdomTree U.S. LargeCap Dividend Fund | $1,405,457 | | 0.0% | 17,577 | 0.2% | Finance |
JNJ Johnson & Johnson | $1,391,611 | $42,824 ▲ | 3.2% | 8,514 | 0.2% | Medical |
VB Vanguard Small-Cap ETF | $1,376,540 | | 0.0% | 5,779 | 0.2% | ETF |
TXN Texas Instruments | $1,372,338 | | 0.0% | 7,075 | 0.2% | Computer and Technology |
VXF Vanguard Extended Market ETF | $1,360,655 | $11,271 ▼ | -0.8% | 7,364 | 0.2% | ETF |
HD Home Depot | $1,274,307 | $12,056 ▲ | 1.0% | 3,171 | 0.2% | Retail/Wholesale |
TM Toyota Motor | $1,262,580 | | 0.0% | 7,430 | 0.2% | Auto/Tires/Trucks |
EPI WisdomTree India Earnings Fund | $1,234,217 | $89,705 ▲ | 7.8% | 25,880 | 0.2% | Finance |
PAVE Global X U.S. Infrastructure Development ETF | $1,233,838 | $81,413 ▲ | 7.1% | 29,553 | 0.2% | ETF |
ACN Accenture | $1,216,609 | | 0.0% | 3,272 | 0.2% | Computer and Technology |
MA Mastercard | $1,208,442 | $133,359 ▼ | -9.9% | 2,356 | 0.2% | Business Services |
ESGD iShares ESG Aware MSCI EAFE ETF | $1,166,093 | | 0.0% | 14,414 | 0.1% | Manufacturing |
CSX CSX | $1,164,779 | | 0.0% | 34,410 | 0.1% | Transportation |
MMC Marsh & McLennan Companies | $1,139,266 | | 0.0% | 5,136 | 0.1% | Finance |
AVDV Avantis International Small Cap Value ETF | $1,127,481 | $125,716 ▲ | 12.5% | 16,484 | 0.1% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $1,097,744 | $32,116 ▼ | -2.8% | 10,015 | 0.1% | Finance |
WTAI WisdomTree Artificial Intelligence and Innovation Fund | $1,092,932 | $560,187 ▲ | 105.2% | 53,370 | 0.1% | Finance |
EPD Enterprise Products Partners | $1,036,660 | | 0.0% | 35,809 | 0.1% | Oils/Energy |
PSCT Invesco S&P SmallCap Information Technology ETF | $1,025,628 | | 0.0% | 21,711 | 0.1% | ETF |
DVYE iShares Emerging Markets Dividend ETF | $952,406 | $57 ▲ | 0.0% | 33,559 | 0.1% | ETF |
