AAPL Apple | $45,038,265 | $208,358 ▲ | 0.5% | 202,756 | 7.7% | Computer and Technology |
SCHD Schwab US Dividend Equity ETF | $31,564,285 | $1,685,260 ▲ | 5.6% | 1,128,909 | 5.4% | ETF |
AMZN Amazon.com | $25,732,697 | $188,548 ▲ | 0.7% | 135,250 | 4.4% | Retail/Wholesale |
SCHG Schwab U.S. Large-Cap Growth ETF | $24,577,893 | $1,136,766 ▲ | 4.8% | 981,545 | 4.2% | ETF |
QQQ Invesco QQQ | $18,639,970 | $509,245 ▲ | 2.8% | 39,751 | 3.2% | Finance |
VIG Vanguard Dividend Appreciation ETF | $16,090,728 | $453,550 ▼ | -2.7% | 82,946 | 2.8% | ETF |
MSFT Microsoft | $15,638,166 | $181,691 ▲ | 1.2% | 41,658 | 2.7% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $14,835,514 | $332,088 ▲ | 2.3% | 26,402 | 2.5% | ETF |
SDY SPDR S&P Dividend ETF | $14,029,134 | $617,613 ▼ | -4.2% | 103,399 | 2.4% | ETF |
VB Vanguard Small-Cap ETF | $13,368,035 | $426,871 ▲ | 3.3% | 60,284 | 2.3% | ETF |
NVDA NVIDIA | $13,186,374 | $632,397 ▲ | 5.0% | 121,668 | 2.3% | Computer and Technology |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $13,140,667 | $1,578,595 ▲ | 13.7% | 164,546 | 2.2% | Manufacturing |
VO Vanguard Mid-Cap ETF | $10,989,643 | $579,831 ▲ | 5.6% | 42,493 | 1.9% | ETF |
GOOGL Alphabet | $10,288,595 | $23,041 ▲ | 0.2% | 66,533 | 1.8% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $9,501,138 | $1,349,794 ▲ | 16.6% | 16,985 | 1.6% | Finance |
BALT Innovator Defined Wealth Shield ETF | $8,590,185 | $573,627 ▲ | 7.2% | 273,747 | 1.5% | ETF |
META Meta Platforms | $8,186,945 | $198,262 ▲ | 2.5% | 14,205 | 1.4% | Computer and Technology |
INNOVATOR ETFS TRUST
| $7,428,625 | $927,335 ▲ | 14.3% | 249,534 | 1.3% | U S EQ 10 BUFFER |
VOO Vanguard S&P 500 ETF | $7,111,587 | $1,781,751 ▲ | 33.4% | 13,838 | 1.2% | ETF |
PDEC Innovator U.S. Equity Power Buffer ETF - December | $6,333,090 | $2,568,761 ▲ | 68.2% | 168,433 | 1.1% | ETF |
HD Home Depot | $6,032,283 | $43,611 ▲ | 0.7% | 16,460 | 1.0% | Retail/Wholesale |
BRK.B Berkshire Hathaway | $5,826,958 | $111,842 ▲ | 2.0% | 10,941 | 1.0% | Finance |
V Visa | $5,717,898 | $207,478 ▲ | 3.8% | 16,315 | 1.0% | Business Services |
IVVM iShares Large Cap Moderate Buffer ETF | $5,270,120 | $211,143 ▲ | 4.2% | 172,423 | 0.9% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $5,121,527 | $528,176 ▲ | 11.5% | 29,565 | 0.9% | ETF |
SCHF Schwab International Equity ETF | $4,993,547 | $171,691 ▼ | -3.3% | 252,454 | 0.9% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $4,595,292 | $1,187,023 ▲ | 34.8% | 90,762 | 0.8% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $4,585,766 | $38,102 ▼ | -0.8% | 78,591 | 0.8% | ETF |
FBND Fidelity Total Bond ETF | $4,527,473 | $1,460,662 ▲ | 47.6% | 99,178 | 0.8% | ETF |
GOOG Alphabet | $4,276,259 | $116,077 ▲ | 2.8% | 27,372 | 0.7% | Computer and Technology |
XOM Exxon Mobil | $4,132,608 | $98,832 ▲ | 2.5% | 34,748 | 0.7% | Energy |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $4,049,175 | $3,805 ▲ | 0.1% | 195,802 | 0.7% | ETF |
AVGO Broadcom | $3,969,775 | $114,020 ▲ | 3.0% | 23,710 | 0.7% | Computer and Technology |
JAAA Janus Henderson AAA CLO ETF | $3,911,912 | $2,668,049 ▲ | 214.5% | 77,143 | 0.7% | ETF |
MA Mastercard | $3,793,033 | $184,719 ▼ | -4.6% | 6,920 | 0.6% | Business Services |
PJAN Innovator U.S. Equity Power Buffer ETF - January | $3,703,644 | $349,219 ▲ | 10.4% | 89,309 | 0.6% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $3,680,234 | $853,322 ▼ | -18.8% | 45,013 | 0.6% | ETF |
SCHB Schwab US Broad Market ETF | $3,488,895 | $29,733 ▲ | 0.9% | 162,048 | 0.6% | ETF |
LLY Eli Lilly and Company | $3,358,573 | $108,181 ▼ | -3.1% | 4,067 | 0.6% | Medical |
IWF iShares Russell 1000 Growth ETF | $3,278,343 | $35,748 ▲ | 1.1% | 9,079 | 0.6% | ETF |
PAUG Innovator U.S. Equity Power Buffer ETF - August | $3,247,342 | $240,885 ▼ | -6.9% | 85,954 | 0.6% | ETF |
HDV iShares Core High Dividend ETF | $3,134,460 | $29,311 ▼ | -0.9% | 25,879 | 0.5% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $2,892,323 | $814,493 ▲ | 39.2% | 39,250 | 0.5% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $2,823,776 | $100,439 ▲ | 3.7% | 144,958 | 0.5% | ETF |
JPM JPMorgan Chase & Co. | $2,725,089 | $125,596 ▲ | 4.8% | 11,109 | 0.5% | Finance |
PJUL Innovator U.S. Equity Power Buffer ETF - July | $2,597,681 | $171,410 ▼ | -6.2% | 64,635 | 0.4% | ETF |
DLN WisdomTree U.S. LargeCap Dividend Fund | $2,532,237 | $13,414 ▲ | 0.5% | 31,904 | 0.4% | Finance |
PAPR Innovator U.S. Equity Power Buffer ETF - April | $2,465,176 | $33,164 ▼ | -1.3% | 69,130 | 0.4% | ETF |
IJR iShares Core S&P Small-Cap ETF | $2,429,546 | $78,636 ▼ | -3.1% | 23,234 | 0.4% | ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $2,367,519 | $162,402 ▲ | 7.4% | 120,853 | 0.4% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $2,340,517 | $457,970 ▲ | 24.3% | 35,892 | 0.4% | ETF |
CVX Chevron | $2,337,068 | $92,011 ▲ | 4.1% | 13,970 | 0.4% | Energy |
NFLX Netflix | $2,293,278 | $205,173 ▲ | 9.8% | 2,459 | 0.4% | Consumer Discretionary |
PMAR Innovator U.S. Equity Power Buffer ETF - March | $2,252,602 | $1,221,406 ▲ | 118.4% | 56,407 | 0.4% | Transportation |
SCHM Schwab U.S. Mid-Cap ETF | $2,218,544 | $139,044 ▼ | -5.9% | 84,677 | 0.4% | ETF |
NEE NextEra Energy | $2,138,070 | $56,642 ▲ | 2.7% | 30,160 | 0.4% | Utilities |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $1,978,364 | $235,673 ▲ | 13.5% | 97,217 | 0.3% | ETF |
ONEQ Fidelity NASDAQ Composite Index ETF | $1,974,643 | $55,269 ▲ | 2.9% | 29,011 | 0.3% | ETF |
ABBV AbbVie | $1,949,328 | $353,242 ▼ | -15.3% | 9,304 | 0.3% | Medical |
TSLA Tesla | $1,945,255 | $55,719 ▼ | -2.8% | 7,506 | 0.3% | Auto/Tires/Trucks |
CAPITAL GROUP NEW GEOGRAPHY
| $1,857,085 | $655,368 ▲ | 54.5% | 73,811 | 0.3% | SHS |
BAC Bank of America | $1,843,980 | $36,264 ▲ | 2.0% | 44,188 | 0.3% | Finance |
TCAF T. Rowe Price Capital Appreciation Equity ETF | $1,838,959 | $248,136 ▲ | 15.6% | 56,969 | 0.3% | ETF |
PG Procter & Gamble | $1,828,186 | $68,335 ▼ | -3.6% | 10,728 | 0.3% | Consumer Staples |
FBCG Fidelity Blue Chip Growth ETF | $1,763,237 | $508,578 ▲ | 40.5% | 44,114 | 0.3% | ETF |
PNOV Innovator U.S. Equity Power Buffer ETF - November | $1,750,010 | $44,850 ▲ | 2.6% | 47,018 | 0.3% | ETF |
GLD SPDR Gold Shares | $1,734,315 | $68,865 ▲ | 4.1% | 6,019 | 0.3% | Finance |
VIOO Vanguard S&P Small-Cap 600 ETF | $1,683,577 | $13,029 ▲ | 0.8% | 17,445 | 0.3% | ETF |
DIS Walt Disney | $1,656,129 | $12,535 ▼ | -0.8% | 16,779 | 0.3% | Consumer Discretionary |
GRAYSCALE BITCOIN TRUST ETF
| $1,634,073 | $151,194 ▼ | -8.5% | 25,074 | 0.3% | SHS REP COM UT |
VUG Vanguard Growth ETF | $1,617,146 | $60,073 ▼ | -3.6% | 4,361 | 0.3% | ETF |
BRK.A Berkshire Hathaway | $1,596,883 | | 0.0% | 2 | 0.3% | Finance |
SCHA Schwab US Small-Cap ETF | $1,570,060 | $101,826 ▲ | 6.9% | 67,011 | 0.3% | ETF |
JNJ Johnson & Johnson | $1,542,182 | $62,357 ▼ | -3.9% | 9,299 | 0.3% | Medical |
AVUV Avantis U.S. Small Cap Value ETF | $1,517,619 | $4,097 ▲ | 0.3% | 17,410 | 0.3% | ETF |
VTV Vanguard Value ETF | $1,515,264 | $10,364 ▲ | 0.7% | 8,772 | 0.3% | ETF |
UNH UnitedHealth Group | $1,510,060 | $51,331 ▼ | -3.3% | 2,883 | 0.3% | Medical |
COST Costco Wholesale | $1,507,573 | $174,023 ▲ | 13.0% | 1,594 | 0.3% | Retail/Wholesale |
VGT Vanguard Information Technology ETF | $1,485,036 | | 0.0% | 2,738 | 0.3% | ETF |
ISHARES TR
| $1,470,447 | $22,979 ▲ | 1.6% | 57,016 | 0.3% | LARGE CAP MAX BU |
VANGUARD MUN BD FDS
| $1,435,430 | $471,424 ▲ | 48.9% | 19,335 | 0.2% | CORE TAX EXEMPT |
POCT Innovator U.S. Equity Power Buffer ETF - October | $1,425,033 | $65,618 ▼ | -4.4% | 36,680 | 0.2% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $1,392,457 | $53,750 ▲ | 4.0% | 3,316 | 0.2% | Finance |
VTI Vanguard Total Stock Market ETF | $1,387,667 | $242,134 ▲ | 21.1% | 5,049 | 0.2% | ETF |
FIDELITY WISE ORIGIN BITCOIN
| $1,376,740 | $429,957 ▲ | 45.4% | 19,129 | 0.2% | SHS |
WMT Walmart | $1,327,462 | $16,329 ▼ | -1.2% | 15,121 | 0.2% | Retail/Wholesale |
TBUX T. Rowe Price Ultra Short-Term Bond ETF | $1,309,738 | $554,175 ▲ | 73.3% | 26,385 | 0.2% | ETF |
DVY iShares Select Dividend ETF | $1,279,649 | $34,110 ▲ | 2.7% | 9,529 | 0.2% | ETF |
VANGUARD MUN BD FDS
| $1,278,661 | $401,912 ▲ | 45.8% | 16,973 | 0.2% | SHORT TAX EXEMPT |
XLE Energy Select Sector SPDR Fund | $1,275,460 | $63,170 ▲ | 5.2% | 13,649 | 0.2% | ETF |
IVE iShares S&P 500 Value ETF | $1,274,599 | $10,672 ▲ | 0.8% | 6,688 | 0.2% | ETF |
PANW Palo Alto Networks | $1,262,736 | $37,711 ▲ | 3.1% | 7,400 | 0.2% | Computer and Technology |
VYM Vanguard High Dividend Yield ETF | $1,259,500 | $5,803 ▼ | -0.5% | 9,767 | 0.2% | ETF |
DGRO iShares Core Dividend Growth ETF | $1,252,721 | $13,715 ▼ | -1.1% | 20,277 | 0.2% | ETF |
MCD McDonald's | $1,234,657 | $114,314 ▲ | 10.2% | 3,953 | 0.2% | Retail/Wholesale |
QCOM QUALCOMM | $1,219,663 | $35,484 ▲ | 3.0% | 7,940 | 0.2% | Computer and Technology |
IBM International Business Machines | $1,150,306 | $92,751 ▼ | -7.5% | 4,626 | 0.2% | Computer and Technology |
VNQ Vanguard Real Estate ETF | $1,137,474 | $41,106 ▼ | -3.5% | 12,563 | 0.2% | ETF |
CAT Caterpillar | $1,133,523 | $165,889 ▼ | -12.8% | 3,437 | 0.2% | Industrials |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $1,109,632 | $132,212 ▲ | 13.5% | 59,883 | 0.2% | ETF |
