LLY Eli Lilly and Company | $184,012,856 | $834,098 ▲ | 0.5% | 236,056 | 22.1% | Medical |
AAPL Apple | $41,687,520 | $1,734,304 ▲ | 4.3% | 203,185 | 5.0% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $36,836,044 | $705,214 ▲ | 2.0% | 646,133 | 4.4% | ETF |
IVV iShares Core S&P 500 ETF | $30,551,417 | $745,081 ▼ | -2.4% | 49,205 | 3.7% | ETF |
PEP PepsiCo | $19,730,869 | $26,408 ▲ | 0.1% | 149,431 | 2.4% | Consumer Staples |
RVTY Revvity | $18,054,819 | | 0.0% | 186,671 | 2.2% | Medical |
AMZN Amazon.com | $15,701,671 | $367,477 ▲ | 2.4% | 71,570 | 1.9% | Retail/Wholesale |
IEMG iShares Core MSCI Emerging Markets ETF | $15,673,393 | $664,651 ▼ | -4.1% | 261,093 | 1.9% | ETF |
VTI Vanguard Total Stock Market ETF | $15,398,064 | $1,297,786 ▼ | -7.8% | 50,663 | 1.9% | ETF |
NVDA NVIDIA | $14,244,349 | $276,166 ▼ | -1.9% | 90,160 | 1.7% | Computer and Technology |
DOL WisdomTree International LargeCap Dividend Fund | $12,970,297 | $94,056 ▲ | 0.7% | 217,743 | 1.6% | Finance |
MGK Vanguard Mega Cap Growth ETF | $12,708,665 | $709,638 ▲ | 5.9% | 34,707 | 1.5% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $12,302,713 | $1,263,791 ▲ | 11.4% | 226,236 | 1.5% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $11,751,494 | $378,379 ▲ | 3.3% | 290,232 | 1.4% | ETF |
MSFT Microsoft | $11,408,006 | $82,072 ▲ | 0.7% | 22,935 | 1.4% | Computer and Technology |
SPEM SPDR Portfolio Emerging Markets ETF | $9,454,610 | $1,339,943 ▲ | 16.5% | 221,212 | 1.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $9,256,226 | $81,868 ▲ | 0.9% | 45,225 | 1.1% | ETF |
BRK.B Berkshire Hathaway | $8,162,844 | $2,429 ▼ | 0.0% | 16,804 | 1.0% | Finance |
SHY iShares 1-3 Year Treasury Bond ETF | $7,957,499 | $270,622 ▲ | 3.5% | 96,035 | 1.0% | Manufacturing |
VYM Vanguard High Dividend Yield ETF | $7,837,347 | $695,350 ▼ | -8.1% | 58,790 | 0.9% | ETF |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | $7,371,966 | $271,947 ▼ | -3.6% | 133,453 | 0.9% | Finance |
STIP iShares 0-5 Year TIPS Bond ETF | $7,359,353 | $1,674,540 ▲ | 29.5% | 71,513 | 0.9% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $7,187,847 | $378,021 ▲ | 5.6% | 146,601 | 0.9% | ETF |
VO Vanguard Mid-Cap ETF | $7,009,581 | $204,000 ▲ | 3.0% | 25,049 | 0.8% | ETF |
TSLA Tesla | $6,901,806 | $521,598 ▼ | -7.0% | 21,727 | 0.8% | Auto/Tires/Trucks |
DEM WisdomTree Emerging Markets High Dividend Fund | $6,517,416 | $226 ▼ | 0.0% | 143,904 | 0.8% | Finance |
VV Vanguard Large-Cap ETF | $6,196,431 | $37,945 ▼ | -0.6% | 21,719 | 0.7% | ETF |
CRWD CrowdStrike | $6,052,131 | | 0.0% | 11,883 | 0.7% | Computer and Technology |
BNL Broadstone Net Lease | $5,958,737 | $66,030 ▼ | -1.1% | 371,261 | 0.7% | Finance |
PAVE Global X U.S. Infrastructure Development ETF | $5,505,418 | $348,989 ▲ | 6.8% | 126,329 | 0.7% | ETF |
META Meta Platforms | $5,500,086 | $121,781 ▲ | 2.3% | 7,452 | 0.7% | Computer and Technology |
DGRO iShares Core Dividend Growth ETF | $5,433,804 | $268,164 ▲ | 5.2% | 84,983 | 0.7% | ETF |
DES WisdomTree U.S. SmallCap Dividend Fund | $5,339,121 | $110,430 ▼ | -2.0% | 168,108 | 0.6% | Finance |
MLPA Global X MLP ETF | $5,202,527 | $127,809 ▼ | -2.4% | 103,636 | 0.6% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $4,656,390 | $91,940 ▲ | 2.0% | 64,067 | 0.6% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $4,446,145 | $196,871 ▼ | -4.2% | 88,710 | 0.5% | Finance |
IDEV iShares Core MSCI International Developed Markets ETF | $4,381,273 | | 0.0% | 57,618 | 0.5% | ETF |
BRK.A Berkshire Hathaway | $4,372,800 | | 0.0% | 6 | 0.5% | Finance |
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF | $4,364,161 | $118,144 ▼ | -2.6% | 53,525 | 0.5% | ETF |
AVES Avantis Emerging Markets Value ETF | $4,182,063 | $105,162 ▲ | 2.6% | 78,104 | 0.5% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $4,149,605 | $947,607 ▲ | 29.6% | 34,844 | 0.5% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $4,050,928 | $283,138 ▼ | -6.5% | 44,467 | 0.5% | ETF |
AIRR First Trust RBA American Industrial Renaissance ETF | $3,946,458 | $295,240 ▲ | 8.1% | 48,482 | 0.5% | Manufacturing |
VFH Vanguard Financials ETF | $3,891,462 | $164,218 ▼ | -4.0% | 30,569 | 0.5% | ETF |
TSM Taiwan Semiconductor Manufacturing | $3,636,931 | $2,265 ▼ | -0.1% | 16,058 | 0.4% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $3,630,251 | $365,743 ▼ | -9.2% | 5,876 | 0.4% | Finance |
DFAS Dimensional U.S. Small Cap ETF | $3,609,526 | $163,670 ▼ | -4.3% | 56,656 | 0.4% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $3,589,936 | $60 ▲ | 0.0% | 119,109 | 0.4% | ETF |
MUB iShares National Muni Bond ETF | $3,578,078 | $560,632 ▼ | -13.5% | 34,247 | 0.4% | ETF |
GOOGL Alphabet | $3,395,481 | $142,749 ▼ | -4.0% | 19,267 | 0.4% | Computer and Technology |
QQQ Invesco QQQ | $3,304,353 | $317,196 ▼ | -8.8% | 5,990 | 0.4% | Finance |
VNQ Vanguard Real Estate ETF | $3,262,087 | $302,626 ▼ | -8.5% | 36,628 | 0.4% | ETF |
AIQ Global X Artificial Intelligence & Technology ETF | $3,261,415 | $287,437 ▲ | 9.7% | 74,649 | 0.4% | ETF |
EFA iShares MSCI EAFE ETF | $3,186,142 | $1,104,061 ▲ | 53.0% | 35,643 | 0.4% | Finance |
GOOG Alphabet | $3,103,431 | $248,345 ▲ | 8.7% | 17,495 | 0.4% | Computer and Technology |
SUB iShares Short-Term National Muni Bond ETF | $3,063,868 | $139,731 ▲ | 4.8% | 28,812 | 0.4% | ETF |
NYF iShares New York Muni Bond ETF | $3,035,852 | | 0.0% | 58,225 | 0.4% | ETF |
VOE Vanguard Mid-Cap Value ETF | $2,937,091 | $74,829 ▲ | 2.6% | 17,859 | 0.4% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $2,877,573 | $672,730 ▼ | -18.9% | 34,703 | 0.3% | ETF |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $2,836,619 | $293,165 ▲ | 11.5% | 30,924 | 0.3% | ETF |
AVDE Avantis International Equity ETF | $2,762,275 | | 0.0% | 37,323 | 0.3% | ETF |
AVDV Avantis International Small Cap Value ETF | $2,733,791 | $353,586 ▲ | 14.9% | 34,483 | 0.3% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $2,629,364 | $1,620 ▲ | 0.1% | 19,471 | 0.3% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $2,612,920 | $194,262 ▼ | -6.9% | 38,307 | 0.3% | ETF |
BND Vanguard Total Bond Market ETF | $2,600,035 | $1,141,491 ▼ | -30.5% | 35,312 | 0.3% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $2,555,005 | | 0.0% | 18,884 | 0.3% | Manufacturing |
AMLP Alerian MLP ETF | $2,541,746 | | 0.0% | 52,021 | 0.3% | ETF |
ITW Illinois Tool Works | $2,532,087 | | 0.0% | 10,241 | 0.3% | Industrials |
PGX Invesco Preferred ETF | $2,264,705 | $501,038 ▼ | -18.1% | 203,478 | 0.3% | ETF |
IWF iShares Russell 1000 Growth ETF | $2,249,000 | $382,122 ▲ | 20.5% | 5,297 | 0.3% | ETF |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $2,235,576 | $256,728 ▲ | 13.0% | 51,821 | 0.3% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $2,194,830 | $144,117 ▲ | 7.0% | 26,210 | 0.3% | Manufacturing |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $2,167,868 | $302,687 ▲ | 16.2% | 71,807 | 0.3% | ETF |
IDV iShares International Select Dividend ETF | $2,136,952 | $19,222 ▲ | 0.9% | 61,923 | 0.3% | ETF |
DVY iShares Select Dividend ETF | $2,109,421 | | 0.0% | 15,883 | 0.3% | ETF |
MOAT VanEck Morningstar Wide Moat ETF | $2,105,117 | | 0.0% | 22,445 | 0.3% | ETF |
FLOT iShares Floating Rate Bond ETF | $2,101,616 | $237,753 ▼ | -10.2% | 41,192 | 0.3% | ETF |
EWX SPDR S&P Emerging Markets SmallCap ETF | $2,087,027 | $533,465 ▲ | 34.3% | 33,645 | 0.3% | ETF |
IEFA iShares Core MSCI EAFE ETF | $2,034,742 | $84,064 ▼ | -4.0% | 24,374 | 0.2% | ETF |
COST Costco Wholesale | $1,997,683 | $187,097 ▲ | 10.3% | 2,018 | 0.2% | Retail/Wholesale |
SCHH Schwab U.S. REIT ETF | $1,971,452 | $39,844 ▼ | -2.0% | 93,169 | 0.2% | ETF |
IBM International Business Machines | $1,936,115 | | 0.0% | 6,568 | 0.2% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $1,919,394 | $14,442 ▲ | 0.8% | 38,807 | 0.2% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $1,897,167 | $183,301 ▼ | -8.8% | 35,159 | 0.2% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $1,832,089 | $5,670 ▼ | -0.3% | 25,204 | 0.2% | ETF |
NEE NextEra Energy | $1,602,784 | $13,606 ▼ | -0.8% | 23,088 | 0.2% | Utilities |
VOO Vanguard S&P 500 ETF | $1,561,812 | $138,575 ▼ | -8.1% | 2,750 | 0.2% | ETF |
TXN Texas Instruments | $1,460,191 | | 0.0% | 7,033 | 0.2% | Computer and Technology |
DLN WisdomTree U.S. LargeCap Dividend Fund | $1,426,690 | $24,642 ▲ | 1.8% | 17,369 | 0.2% | Finance |
VB Vanguard Small-Cap ETF | $1,396,709 | $45,735 ▲ | 3.4% | 5,894 | 0.2% | ETF |
AFL Aflac | $1,387,010 | $21,092 ▼ | -1.5% | 13,152 | 0.2% | Finance |
AGG iShares Core U.S. Aggregate Bond ETF | $1,367,959 | $131,241 ▼ | -8.8% | 13,790 | 0.2% | Finance |
MA Mastercard | $1,323,675 | | 0.0% | 2,356 | 0.2% | Business Services |
AVGO Broadcom | $1,318,958 | $46,860 ▲ | 3.7% | 4,785 | 0.2% | Computer and Technology |
GLD SPDR Gold Shares | $1,308,026 | $26,520 ▲ | 2.1% | 4,291 | 0.2% | Finance |
JNJ Johnson & Johnson | $1,305,700 | $11,303 ▲ | 0.9% | 8,548 | 0.2% | Medical |
VXF Vanguard Extended Market ETF | $1,295,491 | $166,321 ▼ | -11.4% | 6,722 | 0.2% | ETF |
TM Toyota Motor | $1,279,892 | | 0.0% | 7,430 | 0.2% | Auto/Tires/Trucks |
MRK Merck & Co., Inc. | $1,232,442 | $8,233 ▲ | 0.7% | 15,569 | 0.1% | Medical |
EPD Enterprise Products Partners | $1,162,397 | $29,459 ▲ | 2.6% | 37,485 | 0.1% | Energy |
