VUG Vanguard Growth ETF | $61,327,456 | $2,773,511 ▲ | 4.7% | 159,736 | 3.9% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $59,774,790 | $646,711 ▲ | 1.1% | 1,131,884 | 3.8% | ETF |
VTV Vanguard Value ETF | $50,622,677 | $2,362,630 ▲ | 4.9% | 289,985 | 3.2% | ETF |
AAPL Apple | $47,519,623 | $562,229 ▼ | -1.2% | 203,947 | 3.0% | Computer and Technology |
IAU iShares Gold Trust | $32,723,872 | $350,832 ▲ | 1.1% | 658,428 | 2.1% | Finance |
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $25,659,848 | $612,739 ▲ | 2.4% | 279,489 | 1.6% | ETF |
VIG Vanguard Dividend Appreciation ETF | $24,695,795 | $9,111 ▲ | 0.0% | 124,688 | 1.6% | ETF |
MSFT Microsoft | $23,355,537 | $8,606 ▲ | 0.0% | 54,278 | 1.5% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $22,805,820 | $892,287 ▲ | 4.1% | 43,220 | 1.4% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $21,590,380 | $494,051 ▲ | 2.3% | 451,210 | 1.4% | ETF |
Sovereigns Capital Flourish Fund
| $20,657,769 | $1,129,419 ▲ | 5.8% | 680,685 | 1.3% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $20,560,491 | $432,045 ▲ | 2.1% | 258,883 | 1.3% | ETF |
NVDA NVIDIA | $20,122,577 | $437,548 ▲ | 2.2% | 165,700 | 1.3% | Computer and Technology |
TSLA Tesla | $19,173,285 | $285,961 ▲ | 1.5% | 73,284 | 1.2% | Auto/Tires/Trucks |
VTI Vanguard Total Stock Market ETF | $19,022,666 | $118,927 ▼ | -0.6% | 67,180 | 1.2% | ETF |
AMZN Amazon.com | $18,796,511 | $1,322,564 ▲ | 7.6% | 100,878 | 1.2% | Retail/Wholesale |
GOOGL Alphabet | $18,007,969 | $574,664 ▲ | 3.3% | 108,581 | 1.1% | Computer and Technology |
VHT Vanguard Health Care ETF | $17,837,146 | $573,717 ▼ | -3.1% | 63,207 | 1.1% | ETF |
FIDELITY WISE ORIGIN BITCOIN FUND
| $17,530,488 | $39,982 ▼ | -0.2% | 315,694 | 1.1% | ETF |
BNDX Vanguard Total International Bond ETF | $17,240,055 | $344,720 ▲ | 2.0% | 342,881 | 1.1% | ETF |
BSV Vanguard Short-Term Bond ETF | $16,984,932 | $252,910 ▲ | 1.5% | 215,846 | 1.1% | ETF |
PGR Progressive | $16,367,833 | $216,966 ▼ | -1.3% | 64,501 | 1.0% | Finance |
DFAC Dimensional U.S. Core Equity 2 ETF | $15,842,671 | $173,576 ▲ | 1.1% | 462,020 | 1.0% | ETF |
AVGO Broadcom | $13,879,167 | $132,135 ▼ | -0.9% | 80,459 | 0.9% | Computer and Technology |
VB Vanguard Small-Cap ETF | $13,570,935 | $325,693 ▲ | 2.5% | 57,210 | 0.9% | ETF |
RWL Invesco S&P 500 Revenue ETF | $13,274,243 | $513,396 ▲ | 4.0% | 135,355 | 0.8% | ETF |
KKR KKR & Co. Inc. | $12,841,513 | $142,202 ▼ | -1.1% | 98,342 | 0.8% | Finance |
BSVO EA Bridgeway Omni Small-Cap Value ETF | $12,464,393 | $31,655 ▲ | 0.3% | 564,255 | 0.8% | ETF |
HD Home Depot | $11,878,753 | $104,946 ▲ | 0.9% | 29,316 | 0.8% | Retail/Wholesale |
VIGI Vanguard International Dividend Appreciation ETF | $11,817,846 | $5,177,878 ▲ | 78.0% | 133,868 | 0.7% | ETF |
IVV iShares Core S&P 500 ETF | $11,744,848 | $560,103 ▲ | 5.0% | 20,361 | 0.7% | ETF |
DGRO iShares Core Dividend Growth ETF | $11,263,548 | $834,715 ▲ | 8.0% | 179,671 | 0.7% | ETF |
MBB iShares MBS ETF | $11,218,543 | $64,959 ▼ | -0.6% | 117,091 | 0.7% | ETF |
GSIE Goldman Sachs ActiveBeta International Equity ETF | $10,685,135 | $399,028 ▲ | 3.9% | 295,414 | 0.7% | ETF |
CRH PLC ORD
| $10,633,290 | $249,007 ▲ | 2.4% | 114,657 | 0.7% | Stock |
VMBS Vanguard Mortgage-Backed Securities ETF | $10,512,123 | $66,330 ▲ | 0.6% | 222,667 | 0.7% | ETF |
AMAT Applied Materials | $9,982,935 | $45,461 ▲ | 0.5% | 49,408 | 0.6% | Computer and Technology |
CVX Chevron | $9,903,263 | $795,695 ▼ | -7.4% | 67,246 | 0.6% | Oils/Energy |
AMGN Amgen | $9,495,722 | $15,788 ▼ | -0.2% | 29,471 | 0.6% | Medical |
PLTR Palantir Technologies | $9,195,744 | $1,269,452 ▼ | -12.1% | 247,197 | 0.6% | Business Services |
GOOG Alphabet | $9,193,495 | $541,354 ▼ | -5.6% | 54,989 | 0.6% | Computer and Technology |
BRK.B Berkshire Hathaway | $9,144,562 | $417,461 ▲ | 4.8% | 19,868 | 0.6% | Finance |
GPK Graphic Packaging | $8,998,292 | $16,630 ▼ | -0.2% | 304,099 | 0.6% | Industrial Products |
META Meta Platforms | $8,959,577 | $21,752 ▼ | -0.2% | 15,652 | 0.6% | Computer and Technology |
COST Costco Wholesale | $8,837,546 | $68,261 ▲ | 0.8% | 9,969 | 0.6% | Retail/Wholesale |
AZO AutoZone | $8,640,559 | $25,200 ▼ | -0.3% | 2,743 | 0.5% | Retail/Wholesale |
VNQ Vanguard Real Estate ETF | $8,630,192 | $8,218,883 ▲ | 1,998.2% | 88,587 | 0.5% | ETF |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $8,478,034 | $1,224,535 ▲ | 16.9% | 140,318 | 0.5% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $8,391,359 | $521,858 ▼ | -5.9% | 101,174 | 0.5% | ETF |
BX Blackstone | $8,080,481 | $212,850 ▼ | -2.6% | 52,769 | 0.5% | Finance |
BLV Vanguard Long-Term Bond ETF | $7,877,480 | $127,864 ▲ | 1.6% | 104,796 | 0.5% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $7,716,519 | $182,680 ▲ | 2.4% | 98,463 | 0.5% | ETF |
COWZ Pacer US Cash Cows 100 ETF | $7,663,720 | $134,743 ▲ | 1.8% | 132,522 | 0.5% | ETF |
DHI D.R. Horton | $7,367,899 | $13,163 ▼ | -0.2% | 38,622 | 0.5% | Construction |
AMH American Homes 4 Rent | $7,206,343 | $64,418 ▲ | 0.9% | 187,714 | 0.5% | Finance |
IYW iShares U.S. Technology ETF | $6,842,495 | $313,097 ▼ | -4.4% | 45,129 | 0.4% | Manufacturing |
DIMENSIONAL US CORE EQUITY 1 ETF
| $6,835,022 | $206,172 ▲ | 3.1% | 107,910 | 0.4% | ETF |
JPM JPMorgan Chase & Co. | $6,720,852 | $60,725 ▲ | 0.9% | 31,875 | 0.4% | Finance |
SPY SPDR S&P 500 ETF Trust | $6,564,544 | $331,067 ▼ | -4.8% | 11,441 | 0.4% | Finance |
JEPI JPMorgan Equity Premium Income ETF | $6,501,925 | $182,041 ▲ | 2.9% | 109,258 | 0.4% | ETF |
COP ConocoPhillips | $6,481,901 | $95,070 ▼ | -1.4% | 61,567 | 0.4% | Oils/Energy |
PFN PIMCO Income Strategy Fund II | $6,301,106 | $216,614 ▲ | 3.6% | 826,917 | 0.4% | Financial Services |
PPG PPG Industries | $6,069,978 | $1,056,368 ▼ | -14.8% | 45,825 | 0.4% | Basic Materials |
IWF iShares Russell 1000 Growth ETF | $5,877,203 | $516,512 ▼ | -8.1% | 15,657 | 0.4% | ETF |
WMT Walmart | $5,636,965 | $204,945 ▼ | -3.5% | 69,807 | 0.4% | Retail/Wholesale |
DFUS Dimensional U.S. Equity ETF | $5,516,861 | $30,727 ▼ | -0.6% | 88,696 | 0.3% | ETF |
CGGR Capital Group Growth ETF | $5,404,493 | $1,925,524 ▲ | 55.3% | 155,346 | 0.3% | ETF |
RBA RB Global | $5,395,372 | $10,544 ▼ | -0.2% | 67,032 | 0.3% | Business Services |
DFUV Dimensional US Marketwide Value ETF | $5,243,789 | $5,378 ▼ | -0.1% | 125,781 | 0.3% | ETF |
DUHP Dimensional US High Profitability ETF | $5,071,389 | $389,148 ▲ | 8.3% | 148,852 | 0.3% | ETF |
SCHD Schwab US Dividend Equity ETF | $5,063,094 | $156,550 ▲ | 3.2% | 59,897 | 0.3% | ETF |
MGV Vanguard Mega Cap Value ETF | $5,046,092 | $5,388 ▲ | 0.1% | 39,337 | 0.3% | ETF |
MGK Vanguard Mega Cap Growth ETF | $5,041,737 | $6,439 ▼ | -0.1% | 15,660 | 0.3% | ETF |
WWJD Inspire International ETF | $4,891,480 | $706,886 ▼ | -12.6% | 151,439 | 0.3% | ETF |
BRK.A Berkshire Hathaway | $4,838,260 | $2,764,720 ▲ | 133.3% | 7 | 0.3% | Finance |
CRWD CrowdStrike | $4,632,802 | $445,947 ▲ | 10.7% | 16,518 | 0.3% | Computer and Technology |
TPLC Timothy Plan US Large/Mid Cap Core ETF | $4,352,119 | $1,231,955 ▼ | -22.1% | 98,926 | 0.3% | ETF |
VOE Vanguard Mid-Cap Value ETF | $4,337,430 | $17,773 ▼ | -0.4% | 25,869 | 0.3% | ETF |
MSTR MicroStrategy | $4,310,090 | $4,161,048 ▲ | 2,791.9% | 25,564 | 0.3% | Computer and Technology |
V Visa | $4,206,725 | $90,733 ▼ | -2.1% | 15,300 | 0.3% | Business Services |
IIIV i3 Verticals | $4,127,236 | | 0.0% | 193,676 | 0.3% | Computer and Technology |
SDY SPDR S&P Dividend ETF | $4,040,957 | $1,136 ▲ | 0.0% | 28,449 | 0.3% | ETF |
DFIV Dimensional International Value ETF | $4,006,523 | $23,419 ▲ | 0.6% | 105,213 | 0.3% | ETF |
MAS Masco | $3,945,964 | $1,931 ▲ | 0.0% | 47,009 | 0.2% | Construction |
QQQ Invesco QQQ | $3,882,340 | $99,084 ▼ | -2.5% | 7,954 | 0.2% | Finance |
VGSH Vanguard Short-Term Treasury Index ETF | $3,872,955 | $835,724 ▲ | 27.5% | 65,621 | 0.2% | ETF |
IWD iShares Russell 1000 Value ETF | $3,866,457 | $383,590 ▼ | -9.0% | 20,371 | 0.2% | ETF |
FLOT iShares Floating Rate Bond ETF | $3,859,203 | $242,135 ▲ | 6.7% | 75,611 | 0.2% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $3,857,323 | $109,493 ▲ | 2.9% | 137,076 | 0.2% | ETF |
TPHD Timothy Plan High Dividend Stock ETF | $3,856,512 | $400,075 ▼ | -9.4% | 102,294 | 0.2% | ETF |
PANW Palo Alto Networks | $3,853,880 | $30,421 ▼ | -0.8% | 11,275 | 0.2% | Computer and Technology |
DFAS Dimensional U.S. Small Cap ETF | $3,805,439 | $462,254 ▼ | -10.8% | 58,672 | 0.2% | ETF |
BIBL Inspire 100 ETF | $3,804,385 | $363,996 ▼ | -8.7% | 93,543 | 0.2% | ETF |
XOM Exxon Mobil | $3,587,642 | $134,334 ▲ | 3.9% | 30,606 | 0.2% | Oils/Energy |
AMERICAN HEALTHCARE REIT INC COM SHS
| $3,556,882 | $3,556,882 ▲ | New Holding | 136,279 | 0.2% | REIT |
IDV iShares International Select Dividend ETF | $3,550,284 | $786 ▲ | 0.0% | 117,442 | 0.2% | ETF |
CALF Pacer US Small Cap Cash Cows 100 ETF | $3,527,850 | $34,425 ▼ | -1.0% | 75,835 | 0.2% | ETF |
LKQ LKQ | $3,455,553 | $46,267 ▲ | 1.4% | 86,562 | 0.2% | Auto/Tires/Trucks |
FDX FedEx | $3,423,520 | $59,937 ▼ | -1.7% | 12,509 | 0.2% | Transportation |
LLY Eli Lilly and Company | $3,362,869 | $156,845 ▲ | 4.9% | 3,795 | 0.2% | Medical |
