AAPL Apple | $50,539,349 | $208,600 ▲ | 0.4% | 201,818 | 8.7% | Computer and Technology |
AMZN Amazon.com | $29,455,119 | $48,266 ▲ | 0.2% | 134,259 | 5.1% | Retail/Wholesale |
SCHD Schwab US Dividend Equity ETF | $29,195,105 | $19,729,300 ▲ | 208.4% | 1,068,635 | 5.0% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $26,090,403 | $19,688,277 ▲ | 307.5% | 936,147 | 4.5% | ETF |
QQQ Invesco QQQ | $19,766,851 | $362,976 ▲ | 1.9% | 38,665 | 3.4% | Finance |
MSFT Microsoft | $17,354,793 | $42,571 ▲ | 0.2% | 41,174 | 3.0% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $16,701,198 | $1,077,850 ▼ | -6.1% | 85,284 | 2.9% | ETF |
NVDA NVIDIA | $15,555,202 | $706,633 ▲ | 4.8% | 115,833 | 2.7% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $15,194,571 | $878,908 ▲ | 6.1% | 25,811 | 2.6% | ETF |
SDY SPDR S&P Dividend ETF | $14,260,319 | $586,788 ▼ | -4.0% | 107,951 | 2.4% | ETF |
VB Vanguard Small-Cap ETF | $14,022,568 | $121,823 ▲ | 0.9% | 58,359 | 2.4% | ETF |
GOOGL Alphabet | $12,566,567 | $223,943 ▲ | 1.8% | 66,384 | 2.2% | Computer and Technology |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $11,716,978 | $1,265,504 ▲ | 12.1% | 144,779 | 2.0% | Manufacturing |
VO Vanguard Mid-Cap ETF | $10,631,502 | $568,144 ▲ | 5.6% | 40,251 | 1.8% | ETF |
SPY SPDR S&P 500 ETF Trust | $8,540,226 | $255,527 ▼ | -2.9% | 14,572 | 1.5% | Finance |
META Meta Platforms | $8,115,754 | $7,612 ▼ | -0.1% | 13,861 | 1.4% | Computer and Technology |
BALT Innovator Defined Wealth Shield ETF | $8,026,777 | $608,763 ▲ | 8.2% | 255,467 | 1.4% | ETF |
INNOVATOR ETFS TRUST
| $6,499,106 | $790,217 ▲ | 13.8% | 218,384 | 1.1% | U S EQ 10 BUFFER |
HD Home Depot | $6,356,454 | $404,159 ▼ | -6.0% | 16,341 | 1.1% | Retail/Wholesale |
VOO Vanguard S&P 500 ETF | $5,587,899 | $1,031,264 ▲ | 22.6% | 10,371 | 1.0% | ETF |
AVGO Broadcom | $5,339,121 | $18,316 ▲ | 0.3% | 23,029 | 0.9% | Computer and Technology |
IVVM iShares Large Cap Moderate Buffer ETF | $5,075,038 | $333,450 ▲ | 7.0% | 165,515 | 0.9% | ETF |
GOOG Alphabet | $5,071,184 | $14,664 ▼ | -0.3% | 26,629 | 0.9% | Computer and Technology |
V Visa | $4,969,089 | $124,204 ▼ | -2.4% | 15,723 | 0.9% | Business Services |
IJH iShares Core S&P Mid-Cap ETF | $4,937,668 | $46,608 ▲ | 1.0% | 79,244 | 0.8% | ETF |
BRK.B Berkshire Hathaway | $4,864,148 | $41,702 ▼ | -0.9% | 10,731 | 0.8% | Finance |
SCHF Schwab International Equity ETF | $4,830,987 | $2,450,033 ▲ | 102.9% | 261,134 | 0.8% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $4,646,338 | $88,665 ▲ | 1.9% | 26,516 | 0.8% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $4,450,978 | $612,622 ▲ | 16.0% | 55,450 | 0.8% | ETF |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $4,039,501 | $325,815 ▲ | 8.8% | 195,618 | 0.7% | ETF |
PDEC Innovator U.S. Equity Power Buffer ETF - December | $3,846,428 | $2,220,605 ▲ | 136.6% | 100,115 | 0.7% | ETF |
MA Mastercard | $3,821,277 | $49,497 ▲ | 1.3% | 7,257 | 0.7% | Business Services |
XOM Exxon Mobil | $3,648,408 | $62,497 ▲ | 1.7% | 33,917 | 0.6% | Oils/Energy |
SCHB Schwab US Broad Market ETF | $3,647,130 | $2,443,489 ▲ | 203.0% | 160,667 | 0.6% | ETF |
IWF iShares Russell 1000 Growth ETF | $3,606,076 | $64,251 ▼ | -1.8% | 8,980 | 0.6% | ETF |
PAUG Innovator U.S. Equity Power Buffer ETF - August | $3,554,705 | $38,924 ▼ | -1.1% | 92,330 | 0.6% | ETF |
PJAN Innovator U.S. Equity Power Buffer ETF - January | $3,417,518 | $65,952 ▼ | -1.9% | 80,888 | 0.6% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $3,390,756 | $1,404,063 ▲ | 70.7% | 67,317 | 0.6% | ETF |
LLY Eli Lilly and Company | $3,241,154 | $50,185 ▲ | 1.6% | 4,198 | 0.6% | Medical |
TSLA Tesla | $3,118,049 | $215,247 ▲ | 7.4% | 7,721 | 0.5% | Auto/Tires/Trucks |
FBND Fidelity Total Bond ETF | $3,014,411 | $1,125,519 ▲ | 59.6% | 67,181 | 0.5% | ETF |
HDV iShares Core High Dividend ETF | $2,932,339 | $11,675 ▼ | -0.4% | 26,121 | 0.5% | ETF |
PJUL Innovator U.S. Equity Power Buffer ETF - July | $2,836,613 | $4,117 ▼ | -0.1% | 68,900 | 0.5% | ETF |
IJR iShares Core S&P Small-Cap ETF | $2,763,628 | $163,841 ▼ | -5.6% | 23,986 | 0.5% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $2,716,353 | $685,393 ▲ | 33.7% | 139,802 | 0.5% | ETF |
PAPR Innovator U.S. Equity Power Buffer ETF - April | $2,571,468 | $51,018 ▼ | -1.9% | 70,060 | 0.4% | ETF |
JPM JPMorgan Chase & Co. | $2,540,148 | $109,545 ▲ | 4.5% | 10,597 | 0.4% | Finance |
SCHM Schwab U.S. Mid-Cap ETF | $2,493,447 | $1,606,536 ▲ | 181.1% | 89,984 | 0.4% | ETF |
DLN WisdomTree U.S. LargeCap Dividend Fund | $2,468,673 | $139,400 ▲ | 6.0% | 31,735 | 0.4% | Finance |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $2,192,727 | $980,136 ▲ | 80.8% | 112,563 | 0.4% | ETF |
ONEQ Fidelity NASDAQ Composite Index ETF | $2,144,783 | $15,136 ▼ | -0.7% | 28,199 | 0.4% | ETF |
NEE NextEra Energy | $2,104,918 | $113,200 ▼ | -5.1% | 29,361 | 0.4% | Utilities |
GRAYSCALE BITCOIN TRUST ETF
| $2,027,704 | $127,314 ▼ | -5.9% | 27,394 | 0.3% | SHS REP COM UT |
NFLX Netflix | $1,995,844 | $24,068 ▼ | -1.2% | 2,239 | 0.3% | Consumer Discretionary |
ABBV AbbVie | $1,952,891 | $58,995 ▼ | -2.9% | 10,990 | 0.3% | Medical |
CVX Chevron | $1,943,802 | $74,160 ▲ | 4.0% | 13,420 | 0.3% | Oils/Energy |
AVLV Avantis U.S. Large Cap Value ETF | $1,927,583 | $277,563 ▲ | 16.8% | 28,869 | 0.3% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $1,913,986 | $435,851 ▲ | 29.5% | 28,197 | 0.3% | ETF |
BAC Bank of America | $1,903,860 | $10,416 ▼ | -0.5% | 43,319 | 0.3% | Finance |
DIS Walt Disney | $1,882,444 | $23,160 ▲ | 1.2% | 16,906 | 0.3% | Consumer Discretionary |
PG Procter & Gamble | $1,865,845 | $28,334 ▼ | -1.5% | 11,129 | 0.3% | Consumer Staples |
VUG Vanguard Growth ETF | $1,856,420 | $71,827 ▲ | 4.0% | 4,523 | 0.3% | ETF |
VIOO Vanguard S&P Small-Cap 600 ETF | $1,835,509 | $41,567 ▲ | 2.3% | 17,310 | 0.3% | ETF |
PNOV Innovator U.S. Equity Power Buffer ETF - November | $1,735,158 | $270,009 ▲ | 18.4% | 45,813 | 0.3% | ETF |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $1,723,853 | $974,594 ▲ | 130.1% | 85,636 | 0.3% | ETF |
VGT Vanguard Information Technology ETF | $1,702,488 | $116,277 ▲ | 7.3% | 2,738 | 0.3% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $1,676,039 | $55,987 ▲ | 3.5% | 17,363 | 0.3% | ETF |
TCAF T. Rowe Price Capital Appreciation Equity ETF | $1,639,612 | $132,049 ▲ | 8.8% | 49,282 | 0.3% | ETF |
SCHA Schwab US Small-Cap ETF | $1,620,522 | $810,429 ▲ | 100.0% | 62,665 | 0.3% | ETF |
POCT Innovator U.S. Equity Power Buffer ETF - October | $1,518,138 | $1,088,878 ▲ | 253.7% | 38,369 | 0.3% | ETF |
UNH UnitedHealth Group | $1,508,073 | $63,743 ▼ | -4.1% | 2,981 | 0.3% | Medical |
VTV Vanguard Value ETF | $1,474,931 | $3,386 ▲ | 0.2% | 8,712 | 0.3% | ETF |
ISHARES TR
| $1,466,855 | $118,917 ▲ | 8.8% | 56,125 | 0.3% | LARGE CAP MAX BU |
CGXU Capital Group International Focus Equity ETF | $1,457,784 | $368,597 ▲ | 33.8% | 59,091 | 0.3% | ETF |
FBCG Fidelity Blue Chip Growth ETF | $1,452,101 | $296,943 ▲ | 25.7% | 31,390 | 0.2% | ETF |
CAT Caterpillar | $1,429,274 | $118,985 ▼ | -7.7% | 3,940 | 0.2% | Industrial Products |
GLD SPDR Gold Shares | $1,399,511 | $135,109 ▲ | 10.7% | 5,780 | 0.2% | Finance |
JNJ Johnson & Johnson | $1,399,169 | $62,185 ▼ | -4.3% | 9,675 | 0.2% | Medical |
WMT Walmart | $1,382,946 | $20,509 ▲ | 1.5% | 15,307 | 0.2% | Retail/Wholesale |
BRK.A Berkshire Hathaway | $1,361,840 | | 0.0% | 2 | 0.2% | Finance |
DIA SPDR Dow Jones Industrial Average ETF Trust | $1,356,631 | $88,087 ▲ | 6.9% | 3,188 | 0.2% | Finance |
PANW Palo Alto Networks | $1,306,291 | $671,796 ▲ | 105.9% | 7,179 | 0.2% | Computer and Technology |
COST Costco Wholesale | $1,291,941 | $41,232 ▼ | -3.1% | 1,410 | 0.2% | Retail/Wholesale |
IVE iShares S&P 500 Value ETF | $1,265,916 | $179,236 ▲ | 16.5% | 6,632 | 0.2% | ETF |
DGRO iShares Core Dividend Growth ETF | $1,257,416 | $8,649 ▲ | 0.7% | 20,499 | 0.2% | ETF |
VYM Vanguard High Dividend Yield ETF | $1,251,949 | $7,528 ▲ | 0.6% | 9,812 | 0.2% | ETF |
JAAA Janus Henderson AAA CLO ETF | $1,243,864 | $618,763 ▲ | 99.0% | 24,529 | 0.2% | ETF |
DVY iShares Select Dividend ETF | $1,217,715 | $5,514 ▲ | 0.5% | 9,275 | 0.2% | ETF |
MRK Merck & Co., Inc. | $1,217,224 | $144,742 ▼ | -10.6% | 12,236 | 0.2% | Medical |
VTI Vanguard Total Stock Market ETF | $1,207,928 | $105,781 ▲ | 9.6% | 4,168 | 0.2% | ETF |
QCOM QUALCOMM | $1,184,257 | $13,979 ▼ | -1.2% | 7,709 | 0.2% | Computer and Technology |
CAPITAL GROUP NEW GEOGRAPHY
| $1,183,090 | $1,183,090 ▲ | New Holding | 47,763 | 0.2% | SHS |
VNQ Vanguard Real Estate ETF | $1,159,578 | $6,503 ▲ | 0.6% | 13,017 | 0.2% | ETF |
PJUN Innovator U.S. Equity Power Buffer ETF - June | $1,146,405 | $3,752 ▼ | -0.3% | 30,555 | 0.2% | ETF |
PEP PepsiCo | $1,144,709 | $79,832 ▼ | -6.5% | 7,528 | 0.2% | Consumer Staples |
XLE Energy Select Sector SPDR Fund | $1,111,278 | $82,748 ▲ | 8.0% | 12,973 | 0.2% | ETF |
IBM International Business Machines | $1,098,878 | $109,250 ▲ | 11.0% | 4,999 | 0.2% | Computer and Technology |
LMT Lockheed Martin | $1,088,020 | $16,036 ▲ | 1.5% | 2,239 | 0.2% | Aerospace |
FIDELITY WISE ORIGIN BITCOIN
| $1,073,214 | $361,817 ▲ | 50.9% | 13,155 | 0.2% | SHS |
MCD McDonald's | $1,039,773 | $233,058 ▼ | -18.3% | 3,587 | 0.2% | Retail/Wholesale |
