IVV iShares Core S&P 500 ETF | $106,103,103 | $9,465,975 ▲ | 9.8% | 180,239 | 14.6% | ETF |
SPY SPDR S&P 500 ETF Trust | $56,786,799 | $511,646 ▼ | -0.9% | 96,893 | 7.8% | Finance |
IJH iShares Core S&P Mid-Cap ETF | $50,744,983 | $3,683,832 ▲ | 7.8% | 814,395 | 7.0% | ETF |
BRK.A Berkshire Hathaway | $36,088,760 | $2,042,760 ▼ | -5.4% | 53 | 5.0% | Finance |
IEFA iShares Core MSCI EAFE ETF | $33,789,614 | $20,217,924 ▲ | 149.0% | 480,786 | 4.7% | ETF |
ESGV Vanguard ESG US Stock ETF | $32,674,284 | $46,571 ▲ | 0.1% | 311,510 | 4.5% | ETF |
DBEF Xtrackers MSCI EAFE Hedged Equity ETF | $29,827,310 | $302,303 ▲ | 1.0% | 720,466 | 4.1% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $29,027,956 | $243,210 ▼ | -0.8% | 50,964 | 4.0% | ETF |
NVDA NVIDIA | $26,516,024 | $26,516,024 ▲ | New Holding | 197,453 | 3.7% | Computer and Technology |
VB Vanguard Small-Cap ETF | $25,555,220 | | 0.0% | 106,356 | 3.5% | ETF |
PULS PGIM Ultra Short Bond ETF | $19,308,928 | $15,858,962 ▲ | 459.7% | 389,686 | 2.7% | ETF |
TSLA Tesla | $17,751,192 | $2,438,790 ▼ | -12.1% | 43,956 | 2.4% | Auto/Tires/Trucks |
IWM iShares Russell 2000 ETF | $17,670,174 | $214,110 ▼ | -1.2% | 79,970 | 2.4% | Finance |
MUB iShares National Muni Bond ETF | $15,607,125 | $634,718 ▲ | 4.2% | 146,477 | 2.2% | ETF |
VGT Vanguard Information Technology ETF | $14,925,688 | $31,090 ▼ | -0.2% | 24,004 | 2.1% | ETF |
PACS GROUP INC
| $14,579,212 | $14,557,476 ▲ | 66,972.9% | 1,112,068 | 2.0% | COM SHS |
VOO Vanguard S&P 500 ETF | $13,748,628 | $67,350 ▲ | 0.5% | 25,517 | 1.9% | ETF |
IJR iShares Core S&P Small-Cap ETF | $11,889,604 | $2,365,016 ▲ | 24.8% | 103,190 | 1.6% | ETF |
BRK.B Berkshire Hathaway | $11,600,796 | $92,922 ▼ | -0.8% | 25,593 | 1.6% | Finance |
QQQ Invesco QQQ | $9,741,158 | $43,455 ▲ | 0.4% | 19,054 | 1.3% | Finance |
VSGX Vanguard ESG International Stock ETF | $7,986,706 | | 0.0% | 140,859 | 1.1% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $7,275,471 | $1,382,703 ▼ | -16.0% | 144,441 | 1.0% | ETF |
PFF iShares Preferred and Income Securities ETF | $5,465,934 | $89,038 ▼ | -1.6% | 173,853 | 0.8% | ETF |
EFA iShares MSCI EAFE ETF | $5,437,207 | $46,727 ▼ | -0.9% | 71,911 | 0.7% | Finance |
VNQ Vanguard Real Estate ETF | $4,866,028 | $2,316 ▲ | 0.0% | 54,625 | 0.7% | ETF |
AMD Advanced Micro Devices | $4,668,413 | $341,111 ▼ | -6.8% | 38,649 | 0.6% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $4,501,026 | $62,599 ▲ | 1.4% | 15,531 | 0.6% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $4,062,721 | $153,963 ▼ | -3.7% | 92,251 | 0.6% | ETF |
WCN Waste Connections | $4,032,130 | | 0.0% | 23,500 | 0.6% | Business Services |
IEMG iShares Core MSCI Emerging Markets ETF | $3,472,524 | $104,022 ▼ | -2.9% | 66,498 | 0.5% | ETF |
EQT EQT | $3,463,784 | $5,441 ▼ | -0.2% | 75,120 | 0.5% | Oils/Energy |
MCO Moody's | $3,041,403 | $186,034 ▼ | -5.8% | 6,425 | 0.4% | Finance |
IWF iShares Russell 1000 Growth ETF | $2,849,211 | $120,474 ▼ | -4.1% | 7,095 | 0.4% | ETF |
XOM Exxon Mobil | $2,843,532 | $222,672 ▼ | -7.3% | 26,434 | 0.4% | Oils/Energy |
ENSG The Ensign Group | $2,713,799 | $144,852,775 ▼ | -98.2% | 20,426 | 0.4% | Medical |
SCHD Schwab US Dividend Equity ETF | $2,416,208 | $1,587,237 ▲ | 191.5% | 88,441 | 0.3% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $2,067,192 | $464,553 ▼ | -18.3% | 34,028 | 0.3% | ETF |
TJX TJX Companies | $1,993,003 | $1,993,003 ▲ | New Holding | 16,497 | 0.3% | Retail/Wholesale |
RWAY Runway Growth Finance | $1,885,142 | | 0.0% | 172,002 | 0.3% | Finance |
JEPI JPMorgan Equity Premium Income ETF | $1,815,925 | $135,022 ▲ | 8.0% | 31,565 | 0.3% | ETF |
COST Costco Wholesale | $1,678,607 | $24,739 ▲ | 1.5% | 1,832 | 0.2% | Retail/Wholesale |
XLK Technology Select Sector SPDR Fund | $1,650,517 | $38,833 ▼ | -2.3% | 7,098 | 0.2% | ETF |
AXP American Express | $1,639,284 | $1,484 ▼ | -0.1% | 5,523 | 0.2% | Finance |
DGRO iShares Core Dividend Growth ETF | $1,560,621 | $1,229,874 ▼ | -44.1% | 25,442 | 0.2% | ETF |
EEM iShares MSCI Emerging Markets ETF | $1,454,249 | $7,319 ▲ | 0.5% | 34,774 | 0.2% | Finance |
PG Procter & Gamble | $1,408,131 | $198,503 ▼ | -12.4% | 8,399 | 0.2% | Consumer Staples |
VEA Vanguard FTSE Developed Markets ETF | $1,399,070 | $10,999 ▲ | 0.8% | 29,257 | 0.2% | ETF |
VO Vanguard Mid-Cap ETF | $1,313,783 | | 0.0% | 4,974 | 0.2% | ETF |
GLD SPDR Gold Shares | $1,235,348 | | 0.0% | 5,102 | 0.2% | Finance |
SAND Sandstorm Gold | $1,114,583 | | 0.0% | 199,746 | 0.2% | Basic Materials |
SCHX Schwab US Large-Cap ETF | $1,082,940 | $722,215 ▲ | 200.2% | 46,719 | 0.1% | ETF |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $1,035,938 | $25,108 ▼ | -2.4% | 11,635 | 0.1% | ETF |
MRK Merck & Co., Inc. | $1,020,267 | $108,632 ▼ | -9.6% | 10,256 | 0.1% | Medical |
IBM International Business Machines | $1,008,587 | $21,543 ▼ | -2.1% | 4,588 | 0.1% | Computer and Technology |
SHEL Shell | $964,873 | | 0.0% | 15,401 | 0.1% | Oils/Energy |
IJK iShares S&P Mid-Cap 400 Growth ETF | $904,299 | $3,728 ▼ | -0.4% | 9,945 | 0.1% | ETF |
XLV Health Care Select Sector SPDR Fund | $845,332 | $31,915 ▼ | -3.6% | 6,145 | 0.1% | ETF |
AN AutoNation | $808,609 | | 0.0% | 4,761 | 0.1% | Retail/Wholesale |
VXF Vanguard Extended Market ETF | $799,246 | | 0.0% | 4,207 | 0.1% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $763,676 | $457,784 ▲ | 149.7% | 7,240 | 0.1% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $753,550 | $5,085 ▲ | 0.7% | 6,521 | 0.1% | ETF |
GIS General Mills | $746,109 | $20,725 ▼ | -2.7% | 11,700 | 0.1% | Consumer Staples |
AMP Ameriprise Financial | $732,624 | $18,103 ▼ | -2.4% | 1,376 | 0.1% | Finance |
BKNG Booking | $710,504 | $84,466 ▼ | -10.6% | 143 | 0.1% | Retail/Wholesale |
WMT Walmart | $709,973 | $39,212 ▼ | -5.2% | 7,858 | 0.1% | Retail/Wholesale |
XLF Financial Select Sector SPDR Fund | $696,774 | $13,049 ▼ | -1.8% | 14,417 | 0.1% | ETF |
RTX RTX | $672,565 | $33,443 ▼ | -4.7% | 5,812 | 0.1% | Aerospace |
INTC Intel | $641,317 | $87,578 ▼ | -12.0% | 31,986 | 0.1% | Computer and Technology |
BX Blackstone | $636,775 | $24,657 ▼ | -3.7% | 3,693 | 0.1% | Finance |
MCD McDonald's | $596,014 | $84,068 ▼ | -12.4% | 2,056 | 0.1% | Retail/Wholesale |
JEF Jefferies Financial Group | $591,607 | | 0.0% | 7,546 | 0.1% | Finance |
SCHB Schwab US Broad Market ETF | $570,975 | $381,157 ▲ | 200.8% | 25,153 | 0.1% | ETF |
SCHK Schwab 1000 Index ETF | $569,258 | $284,969 ▲ | 100.2% | 20,108 | 0.1% | ETF |
DUK Duke Energy | $550,599 | $36,850 ▼ | -6.3% | 5,110 | 0.1% | Utilities |
MGV Vanguard Mega Cap Value ETF | $532,742 | | 0.0% | 4,265 | 0.1% | ETF |
EPI WisdomTree India Earnings Fund | $517,482 | | 0.0% | 11,431 | 0.1% | Finance |
MMM 3M | $473,632 | $516 ▲ | 0.1% | 3,669 | 0.1% | Multi-Sector Conglomerates |
SDY SPDR S&P Dividend ETF | $472,786 | $4,624 ▼ | -1.0% | 3,579 | 0.1% | ETF |
ABBV AbbVie | $471,972 | $134,341 ▼ | -22.2% | 2,656 | 0.1% | Medical |
XLY Consumer Discretionary Select Sector SPDR Fund | $470,911 | | 0.0% | 2,099 | 0.1% | Finance |
GE General Electric | $457,339 | $86,064 ▼ | -15.8% | 2,742 | 0.1% | Transportation |
DIA SPDR Dow Jones Industrial Average ETF Trust | $451,881 | | 0.0% | 1,062 | 0.1% | Finance |
XLE Energy Select Sector SPDR Fund | $450,401 | $59,362 ▲ | 15.2% | 5,258 | 0.1% | ETF |
IBKR Interactive Brokers Group | $450,156 | | 0.0% | 2,548 | 0.1% | Finance |
AGG iShares Core U.S. Aggregate Bond ETF | $447,969 | | 0.0% | 4,623 | 0.1% | Finance |
JNJ Johnson & Johnson | $446,298 | $121,626 ▼ | -21.4% | 3,086 | 0.1% | Medical |
PNTG The Pennant Group | $444,210 | $19,259,036 ▼ | -97.7% | 16,750 | 0.1% | Medical |
TXN Texas Instruments | $441,962 | $19,314 ▼ | -4.2% | 2,357 | 0.1% | Computer and Technology |
IWV iShares Russell 3000 ETF | $411,796 | | 0.0% | 1,232 | 0.1% | ETF |
IVW iShares S&P 500 Growth ETF | $407,237 | $8,122 ▲ | 2.0% | 4,011 | 0.1% | ETF |
CRM Salesforce | $401,867 | $148,778 ▼ | -27.0% | 1,202 | 0.1% | Computer and Technology |
BBEU JPMorgan BetaBuilders Europe ETF | $401,740 | $6,595 ▼ | -1.6% | 7,249 | 0.1% | ETF |
ALL Allstate | $401,389 | $38,558 ▼ | -8.8% | 2,082 | 0.1% | Finance |
WEC WEC Energy Group | $398,286 | $52,290 ▲ | 15.1% | 4,235 | 0.1% | Utilities |
XLG Invesco S&P 500 Top 50 ETF | $395,884 | | 0.0% | 7,924 | 0.1% | ETF |
DIS Walt Disney | $391,712 | $11,135 ▼ | -2.8% | 3,518 | 0.1% | Consumer Discretionary |
PANW Palo Alto Networks | $389,031 | $194,334 ▲ | 99.8% | 2,138 | 0.1% | Computer and Technology |
INTU Intuit | $387,793 | $387,793 ▲ | New Holding | 617 | 0.1% | Computer and Technology |
HAMILTON INSURANCE GROUP LTD
| $385,149 | $481,422 ▼ | -55.6% | 20,239 | 0.1% | CL B |
SU Suncor Energy | $385,130 | | 0.0% | 10,794 | 0.1% | Oils/Energy |
