MSFT Microsoft | $30,499,783 | $797,349 ▼ | -2.5% | 70,880 | 4.9% | Computer and Technology |
VGT Vanguard Information Technology ETF | $20,261,902 | $164,812 ▼ | -0.8% | 34,546 | 3.2% | ETF |
GOOGL Alphabet | $19,752,648 | $649,139 ▼ | -3.2% | 119,099 | 3.1% | Computer and Technology |
AMZN Amazon.com | $19,146,898 | $536,071 ▼ | -2.7% | 102,758 | 3.0% | Retail/Wholesale |
BRK.B Berkshire Hathaway | $16,902,588 | $763,111 ▼ | -4.3% | 36,724 | 2.7% | Finance |
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund | $16,527,971 | $477,009 ▼ | -2.8% | 460,903 | 2.6% | Finance |
BlackRock Inc
| $12,225,006 | $12,225,006 ▲ | New Holding | 12,875 | 1.9% | COM |
NOW ServiceNow | $11,800,582 | $379,221 ▼ | -3.1% | 13,194 | 1.9% | Computer and Technology |
IJR iShares Core S&P Small-Cap ETF | $11,584,325 | $796,382 ▼ | -6.4% | 99,045 | 1.8% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $11,561,819 | $269,449 ▼ | -2.3% | 20,296 | 1.8% | ETF |
CRM Salesforce | $11,257,692 | $564,116 ▼ | -4.8% | 41,130 | 1.8% | Computer and Technology |
HEFA iShares Currency Hedged MSCI EAFE ETF | $10,737,242 | $301,388 ▲ | 2.9% | 303,141 | 1.7% | ETF |
VFH Vanguard Financials ETF | $10,719,180 | $87,159 ▼ | -0.8% | 97,527 | 1.7% | ETF |
KLAC KLA | $10,409,619 | $2,309,291 ▼ | -18.2% | 13,442 | 1.7% | Computer and Technology |
GWRE Guidewire Software | $9,303,597 | $739,809 ▼ | -7.4% | 50,856 | 1.5% | Computer and Technology |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $8,685,535 | $2,044,266 ▲ | 30.8% | 158,843 | 1.4% | ETF |
VHT Vanguard Health Care ETF | $8,439,285 | $242,413 ▲ | 3.0% | 29,905 | 1.3% | ETF |
VCR Vanguard Consumer Discretionary ETF | $8,350,732 | $24,855 ▼ | -0.3% | 24,526 | 1.3% | ETF |
VOX Vanguard Communication Services ETF | $7,536,390 | $217,938 ▼ | -2.8% | 51,836 | 1.2% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $7,501,238 | $798,308 ▼ | -9.6% | 74,072 | 1.2% | Finance |
VIS Vanguard Industrials ETF | $7,387,599 | $419,496 ▲ | 6.0% | 28,406 | 1.2% | ETF |
EMR Emerson Electric | $7,294,280 | $211,411 ▼ | -2.8% | 66,694 | 1.2% | Industrial Products |
JPM JPMorgan Chase & Co. | $7,205,010 | $414,968 ▼ | -5.4% | 34,170 | 1.1% | Finance |
FTEC Fidelity MSCI Information Technology Index ETF | $7,187,864 | $470,629 ▼ | -6.1% | 41,191 | 1.1% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $6,992,046 | $1,024,041 ▼ | -12.8% | 112,196 | 1.1% | ETF |
MRK Merck & Co., Inc. | $6,575,910 | $191,235 ▼ | -2.8% | 57,907 | 1.0% | Medical |
MNST Monster Beverage | $6,511,025 | | 0.0% | 124,804 | 1.0% | Consumer Staples |
HD Home Depot | $6,367,610 | $213,537 ▼ | -3.2% | 15,715 | 1.0% | Retail/Wholesale |
VEEV Veeva Systems | $6,250,768 | $312,706 ▲ | 5.3% | 29,784 | 1.0% | Computer and Technology |
AAPL Apple | $6,160,838 | $305,467 ▼ | -4.7% | 26,441 | 1.0% | Computer and Technology |
CMCSA Comcast | $6,138,937 | $134,207 ▼ | -2.1% | 146,970 | 1.0% | Consumer Discretionary |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $5,834,610 | $1,344,411 ▲ | 29.9% | 128,205 | 0.9% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $5,556,108 | $348,478 ▲ | 6.7% | 79,305 | 0.9% | ETF |
AMGN Amgen | $5,436,059 | $114,063 ▼ | -2.1% | 16,871 | 0.9% | Medical |
VAW Vanguard Materials ETF | $5,146,391 | $35,316 ▼ | -0.7% | 24,336 | 0.8% | ETF |
RTX RTX | $5,131,321 | $67,607 ▼ | -1.3% | 42,352 | 0.8% | Aerospace |
PG Procter & Gamble | $5,090,932 | $95,261 ▼ | -1.8% | 29,393 | 0.8% | Consumer Staples |
SCHX Schwab US Large-Cap ETF | $5,018,130 | $987,559 ▼ | -16.4% | 73,959 | 0.8% | ETF |
ADBE Adobe | $4,823,121 | $172,939 ▼ | -3.5% | 9,315 | 0.8% | Computer and Technology |
BSCO Invesco BulletShares 2024 Corporate Bond ETF | $4,763,863 | $182,033 ▼ | -3.7% | 225,562 | 0.8% | ETF |
VPU Vanguard Utilities ETF | $4,658,530 | $574,897 ▲ | 14.1% | 26,765 | 0.7% | ETF |
KVUE Kenvue | $4,500,335 | $210,529 ▼ | -4.5% | 194,567 | 0.7% | Consumer Staples |
HON Honeywell International | $4,371,745 | $5,581 ▲ | 0.1% | 21,149 | 0.7% | Multi-Sector Conglomerates |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $4,296,628 | $132,718 ▼ | -3.0% | 208,069 | 0.7% | ETF |
SBUX Starbucks | $4,215,557 | $76,042 ▼ | -1.8% | 43,241 | 0.7% | Retail/Wholesale |
V Visa | $4,018,148 | $247,457 ▼ | -5.8% | 14,614 | 0.6% | Business Services |
XOM Exxon Mobil | $3,998,609 | $84,281 ▼ | -2.1% | 34,112 | 0.6% | Oils/Energy |
LMT Lockheed Martin | $3,969,747 | $122,758 ▼ | -3.0% | 6,791 | 0.6% | Aerospace |
FHLC Fidelity MSCI Health Care Index ETF | $3,928,299 | $101,556 ▼ | -2.5% | 53,960 | 0.6% | ETF |
GILD Gilead Sciences | $3,909,178 | $822,883 ▲ | 26.7% | 46,627 | 0.6% | Medical |
IEMG iShares Core MSCI Emerging Markets ETF | $3,867,873 | $17,854 ▲ | 0.5% | 67,373 | 0.6% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $3,846,131 | $1,248,503 ▼ | -24.5% | 46,289 | 0.6% | ETF |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $3,748,313 | $175,592 ▲ | 4.9% | 199,272 | 0.6% | ETF |
DIS Walt Disney | $3,743,041 | $145,920 ▼ | -3.8% | 38,913 | 0.6% | Consumer Discretionary |
Invesco BulletShares 2033 Corp Bond ETF
| $3,665,194 | $869,826 ▲ | 31.1% | 169,842 | 0.6% | INVESCO BULLETSH |
XLK Technology Select Sector SPDR Fund | $3,627,737 | $582,009 ▼ | -13.8% | 16,069 | 0.6% | ETF |
PEP PepsiCo | $3,619,109 | $118,013 ▼ | -3.2% | 21,283 | 0.6% | Consumer Staples |
VDC Vanguard Consumer Staples ETF | $3,604,840 | $78,651 ▲ | 2.2% | 16,500 | 0.6% | ETF |
USB U.S. Bancorp | $3,594,469 | $131,885 ▼ | -3.5% | 78,602 | 0.6% | Finance |
Cheniere Energy Inc
| $3,331,716 | $198,903 ▲ | 6.3% | 18,526 | 0.5% | COM NEW |
BSCV Invesco BulletShares 2031 Corporate Bond ETF | $3,313,601 | $407,799 ▲ | 14.0% | 198,776 | 0.5% | ETF |
GD General Dynamics | $3,307,277 | $53,792 ▼ | -1.6% | 10,944 | 0.5% | Aerospace |
CTVA Corteva | $3,284,501 | $115,876 ▼ | -3.4% | 55,868 | 0.5% | Consumer Staples |
MDT Medtronic | $3,269,890 | $3,151 ▼ | -0.1% | 36,320 | 0.5% | Medical |
BSCW Invesco BulletShares 2032 Corporate Bond ETF | $3,254,128 | $708,472 ▲ | 27.8% | 155,180 | 0.5% | ETF |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $3,248,197 | $77,984 ▲ | 2.5% | 157,986 | 0.5% | ETF |
MCD McDonald's | $3,228,415 | $47,199 ▼ | -1.4% | 10,602 | 0.5% | Retail/Wholesale |
MCHP Microchip Technology | $3,055,954 | $42,233 ▼ | -1.4% | 38,061 | 0.5% | Computer and Technology |
LOW Lowe's Companies | $3,033,791 | $115,382 ▼ | -3.7% | 11,201 | 0.5% | Retail/Wholesale |
ZBH Zimmer Biomet | $2,957,074 | $68,656 ▼ | -2.3% | 27,393 | 0.5% | Medical |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $2,950,368 | $67,501 ▼ | -2.2% | 150,837 | 0.5% | ETF |
JNJ Johnson & Johnson | $2,799,508 | $96,909 ▲ | 3.6% | 17,275 | 0.4% | Medical |
BSCU Invesco BulletShares 2030 Corporate Bond ETF | $2,768,427 | $652,016 ▲ | 30.8% | 163,329 | 0.4% | Manufacturing |
VTI Vanguard Total Stock Market ETF | $2,747,189 | $114,962 ▼ | -4.0% | 9,702 | 0.4% | ETF |
FDIS Fidelity MSCI Consumer Discretionary Index ETF | $2,722,341 | $50,145 ▼ | -1.8% | 30,782 | 0.4% | ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $2,696,541 | $12,187 ▲ | 0.5% | 136,741 | 0.4% | ETF |
SCHA Schwab US Small-Cap ETF | $2,581,376 | $912,628 ▼ | -26.1% | 50,124 | 0.4% | ETF |
IHDG WisdomTree International Hedged Quality Dividend Growth Fund | $2,517,476 | $360,984 ▲ | 16.7% | 55,087 | 0.4% | Finance |
MCO Moody's | $2,399,052 | $137,156 ▼ | -5.4% | 5,055 | 0.4% | Finance |
Lam Research Corp
| $2,377,261 | $2,377,261 ▲ | New Holding | 2,913 | 0.4% | COM |
ACN Accenture | $2,347,107 | $20,502 ▼ | -0.9% | 6,640 | 0.4% | Computer and Technology |
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF | $2,283,145 | $44,235 ▲ | 2.0% | 45,265 | 0.4% | ETF |
FIDU Fidelity MSCI Industrials Index ETF | $2,276,507 | $45,755 ▼ | -2.0% | 31,544 | 0.4% | ETF |
FNCL Fidelity MSCI Financials Index ETF | $2,239,796 | $39,782 ▼ | -1.7% | 35,076 | 0.4% | ETF |
BMY Bristol-Myers Squibb | $2,224,944 | $47,446 ▼ | -2.1% | 43,002 | 0.4% | Medical |
BAC Bank of America | $2,191,183 | $122,652 ▼ | -5.3% | 55,221 | 0.3% | Finance |
DDLS WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund | $2,138,422 | $732,696 ▲ | 52.1% | 58,491 | 0.3% | Finance |
IVV iShares Core S&P 500 ETF | $2,127,710 | $404,317 ▼ | -16.0% | 3,689 | 0.3% | ETF |
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF | $2,018,075 | $234,468 ▲ | 13.1% | 40,410 | 0.3% | ETF |
IBDP iShares iBonds Dec 2024 Term Corporate ETF | $2,007,515 | $92,243 ▲ | 4.8% | 79,632 | 0.3% | ETF |
COST Costco Wholesale | $1,988,464 | $17,730 ▲ | 0.9% | 2,243 | 0.3% | Retail/Wholesale |
VWO Vanguard FTSE Emerging Markets ETF | $1,944,907 | $100,533 ▼ | -4.9% | 40,646 | 0.3% | ETF |
FCOM Fidelity MSCI Communication Services Index ETF | $1,935,078 | $83,997 ▼ | -4.2% | 35,132 | 0.3% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $1,861,617 | $702,235 ▼ | -27.4% | 17,531 | 0.3% | ETF |
EFX Equifax | $1,852,200 | $63,180 ▼ | -3.3% | 6,303 | 0.3% | Business Services |
AMAT Applied Materials | $1,782,911 | $79,811 ▼ | -4.3% | 8,824 | 0.3% | Computer and Technology |
ECL Ecolab | $1,775,309 | $19,916 ▼ | -1.1% | 6,953 | 0.3% | Basic Materials |
SPY SPDR S&P 500 ETF Trust | $1,774,640 | $73,441 ▼ | -4.0% | 3,093 | 0.3% | Finance |
BAB Invesco Taxable Municipal Bond ETF | $1,769,206 | $956,630 ▼ | -35.1% | 64,171 | 0.3% | ETF |
LLY Eli Lilly and Company | $1,734,367 | $1,772 ▼ | -0.1% | 1,958 | 0.3% | Medical |
