JEPI JPMorgan Equity Premium Income ETF | $75,657,388 | $2,994,608 ▼ | -3.8% | 1,315,095 | 6.4% | ETF |
ILCG iShares Morningstar Growth ETF | $53,085,039 | $6,014,937 ▼ | -10.2% | 592,467 | 4.5% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $43,939,965 | $624,517 ▼ | -1.4% | 547,880 | 3.7% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $41,570,968 | $3,361,538 ▲ | 8.8% | 622,599 | 3.5% | ETF |
EFG iShares MSCI EAFE Growth ETF | $39,585,600 | $2,067,420 ▲ | 5.5% | 408,815 | 3.3% | ETF |
MDYG SPDR S&P 400 Mid CapGrowth ETF | $39,564,548 | $1,377,553 ▲ | 3.6% | 455,341 | 3.3% | ETF |
AAPL Apple | $35,784,904 | $492,575 ▲ | 1.4% | 142,900 | 3.0% | Computer and Technology |
SCHV Schwab U.S. Large-Cap Value ETF | $30,587,428 | $19,986,613 ▲ | 188.5% | 1,173,281 | 2.6% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $28,923,860 | $28,923,860 ▲ | New Holding | 250,315 | 2.4% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $26,347,079 | $453,377 ▼ | -1.7% | 291,611 | 2.2% | ETF |
IVW iShares S&P 500 Growth ETF | $19,129,854 | $813,559 ▼ | -4.1% | 188,416 | 1.6% | ETF |
PTRB PGIM Total Return Bond ETF | $18,058,344 | $16,854,039 ▲ | 1,399.5% | 440,878 | 1.5% | ETF |
VIG Vanguard Dividend Appreciation ETF | $17,776,872 | $1,069,820 ▼ | -5.7% | 90,777 | 1.5% | ETF |
NVDA NVIDIA | $17,738,923 | $1,188,602 ▲ | 7.2% | 132,094 | 1.5% | Computer and Technology |
MSFT Microsoft | $17,554,872 | $906,637 ▲ | 5.4% | 41,649 | 1.5% | Computer and Technology |
SLYV SPDR S&P 600 Small CapValue ETF | $15,704,950 | $16,578 ▼ | -0.1% | 179,999 | 1.3% | ETF |
CORT Corcept Therapeutics | $15,580,941 | $330,810 ▼ | -2.1% | 309,207 | 1.3% | Medical |
SCHM Schwab U.S. Mid-Cap ETF | $14,800,847 | $9,730,141 ▲ | 191.9% | 534,134 | 1.2% | ETF |
AMZN Amazon.com | $14,689,789 | $565,152 ▲ | 4.0% | 66,957 | 1.2% | Retail/Wholesale |
AVIV Avantis International Large Cap Value ETF | $14,180,739 | $651,189 ▲ | 4.8% | 273,232 | 1.2% | ETF |
AMERICAN CENTY ETF TR
| $14,149,393 | $14,098,528 ▲ | 27,717.4% | 209,465 | 1.2% | AVANTIS US LARG |
EFV iShares MSCI EAFE Value ETF | $14,130,984 | $395,992 ▼ | -2.7% | 269,315 | 1.2% | ETF |
TOTL SPDR Doubleline Total Return Tactical ETF | $13,050,946 | $1,204,705 ▲ | 10.2% | 331,326 | 1.1% | ETF |
AVSC Avantis U.S. Small Cap Equity ETF | $12,728,170 | $172,865 ▼ | -1.3% | 234,146 | 1.1% | ETF |
JCPB JPMorgan Core Plus Bond ETF | $12,196,482 | $1,569,237 ▲ | 14.8% | 264,738 | 1.0% | ETF |
KEMX KraneShares MSCI Emerging Markets ex China Index ETF | $12,034,245 | $920,397 ▲ | 8.3% | 434,236 | 1.0% | ETF |
AVGO Broadcom | $11,599,265 | $10,612,547 ▲ | 1,075.5% | 50,031 | 1.0% | Computer and Technology |
SCHG Schwab U.S. Large-Cap Growth ETF | $11,487,807 | $8,552,291 ▲ | 291.3% | 412,193 | 1.0% | ETF |
AVDE Avantis International Equity ETF | $10,956,450 | $989,714 ▲ | 9.9% | 178,531 | 0.9% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $10,272,672 | $454,721 ▲ | 4.6% | 58,624 | 0.9% | ETF |
META Meta Platforms | $9,691,670 | $357,151 ▲ | 3.8% | 16,553 | 0.8% | Computer and Technology |
GOOG Alphabet | $9,582,243 | $1,115,605 ▲ | 13.2% | 50,316 | 0.8% | Computer and Technology |
HDV iShares Core High Dividend ETF | $9,498,662 | $376,857 ▲ | 4.1% | 84,613 | 0.8% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $9,013,023 | $778,806 ▲ | 9.5% | 93,370 | 0.8% | ETF |
IVE iShares S&P 500 Value ETF | $8,736,379 | $287,656 ▼ | -3.2% | 45,769 | 0.7% | ETF |
JPM JPMorgan Chase & Co. | $8,495,736 | $525,680 ▲ | 6.6% | 35,442 | 0.7% | Finance |
FLTR VanEck Floating Rate ETF | $8,241,053 | $740,367 ▲ | 9.9% | 323,813 | 0.7% | ETF |
SPY SPDR S&P 500 ETF Trust | $7,659,701 | $324,698 ▼ | -4.1% | 13,069 | 0.6% | Finance |
FNDF Schwab Fundamental International Large Company Index ETF | $7,421,889 | $221,975 ▲ | 3.1% | 223,484 | 0.6% | ETF |
WMT Walmart | $7,086,174 | $236,808 ▲ | 3.5% | 78,430 | 0.6% | Retail/Wholesale |
LLY Eli Lilly and Company | $6,837,146 | $2,568,562 ▲ | 60.2% | 8,856 | 0.6% | Medical |
IDV iShares International Select Dividend ETF | $6,765,032 | $112,997 ▲ | 1.7% | 247,079 | 0.6% | ETF |
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF | $6,564,851 | $960,421 ▲ | 17.1% | 81,389 | 0.6% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $6,564,227 | $289,255 ▼ | -4.2% | 128,786 | 0.6% | Finance |
USMV iShares MSCI USA Min Vol Factor ETF | $6,406,433 | $54,606 ▲ | 0.9% | 72,153 | 0.5% | ETF |
ANGL VanEck Fallen Angel High Yield Bond ETF | $6,224,983 | $231,826 ▲ | 3.9% | 217,125 | 0.5% | Manufacturing |
XOM Exxon Mobil | $6,053,135 | $909,175 ▲ | 17.7% | 56,272 | 0.5% | Oils/Energy |
ARCB ArcBest | $5,886,266 | $1,584,017 ▼ | -21.2% | 63,076 | 0.5% | Transportation |
COST Costco Wholesale | $5,820,723 | $363,738 ▲ | 6.7% | 6,353 | 0.5% | Retail/Wholesale |
JNJ Johnson & Johnson | $5,602,357 | $281,434 ▲ | 5.3% | 38,738 | 0.5% | Medical |
CVX Chevron | $5,559,096 | $470,584 ▲ | 9.2% | 38,381 | 0.5% | Oils/Energy |
MCD McDonald's | $5,438,125 | $165,240 ▲ | 3.1% | 18,759 | 0.5% | Retail/Wholesale |
VOE Vanguard Mid-Cap Value ETF | $5,400,818 | $58,075 ▼ | -1.1% | 33,386 | 0.5% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $5,367,467 | $85,404 ▼ | -1.6% | 41,731 | 0.5% | ETF |
VTI Vanguard Total Stock Market ETF | $5,109,305 | $158,814 ▼ | -3.0% | 17,630 | 0.4% | ETF |
CAT Caterpillar | $4,976,830 | $216,210 ▲ | 4.5% | 13,719 | 0.4% | Industrial Products |
IWM iShares Russell 2000 ETF | $4,799,866 | $172,347 ▲ | 3.7% | 21,723 | 0.4% | Finance |
HD Home Depot | $4,792,210 | $212,382 ▲ | 4.6% | 12,320 | 0.4% | Retail/Wholesale |
IVV iShares Core S&P 500 ETF | $4,782,916 | $1,438,112 ▲ | 43.0% | 8,125 | 0.4% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $4,746,035 | $328,987 ▼ | -6.5% | 90,885 | 0.4% | ETF |
PG Procter & Gamble | $4,642,201 | $228,506 ▲ | 5.2% | 27,690 | 0.4% | Consumer Staples |
GOOGL Alphabet | $4,638,276 | $156,363 ▲ | 3.5% | 24,502 | 0.4% | Computer and Technology |
ABBV AbbVie | $4,493,474 | $232,253 ▲ | 5.5% | 25,287 | 0.4% | Medical |
VOO Vanguard S&P 500 ETF | $4,313,680 | $33,406 ▲ | 0.8% | 8,006 | 0.4% | ETF |
TPYP Tortoise North American Pipeline Fund | $4,110,460 | $582,665 ▼ | -12.4% | 120,577 | 0.3% | ETF |
ETN Eaton | $4,040,568 | $440,065 ▲ | 12.2% | 12,175 | 0.3% | Industrial Products |
HTGC Hercules Capital | $3,941,817 | $237,403 ▼ | -5.7% | 196,208 | 0.3% | Finance |
DVY iShares Select Dividend ETF | $3,802,597 | $76,937 ▼ | -2.0% | 28,963 | 0.3% | ETF |
V Visa | $3,789,633 | $302,134 ▲ | 8.7% | 11,991 | 0.3% | Business Services |
IWF iShares Russell 1000 Growth ETF | $3,642,657 | $136,534 ▼ | -3.6% | 9,071 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $3,582,361 | $75,355 ▲ | 2.1% | 31,091 | 0.3% | ETF |
UNH UnitedHealth Group | $3,568,093 | $1,138,613 ▼ | -24.2% | 7,054 | 0.3% | Medical |
VBR Vanguard Small-Cap Value ETF | $3,536,642 | $9,314 ▼ | -0.3% | 17,846 | 0.3% | ETF |
BX Blackstone | $3,518,165 | $77,070 ▼ | -2.1% | 20,405 | 0.3% | Finance |
MRK Merck & Co., Inc. | $3,465,310 | $206,124 ▲ | 6.3% | 34,834 | 0.3% | Medical |
DUK Duke Energy | $3,462,843 | $244,783 ▲ | 7.6% | 32,141 | 0.3% | Utilities |
IEFA iShares Core MSCI EAFE ETF | $3,429,802 | $48,774 ▲ | 1.4% | 48,802 | 0.3% | ETF |
TAXF American Century Diversified Municipal Bond ETF | $3,334,601 | $835,430 ▲ | 33.4% | 66,506 | 0.3% | ETF |
GRMN Garmin | $3,236,460 | $672,002 ▼ | -17.2% | 15,691 | 0.3% | Computer and Technology |
VIGI Vanguard International Dividend Appreciation ETF | $3,232,250 | $190,697 ▼ | -5.6% | 40,408 | 0.3% | ETF |
PEP PepsiCo | $3,185,307 | $240,251 ▲ | 8.2% | 20,948 | 0.3% | Consumer Staples |
UNP Union Pacific | $3,182,037 | $213,215 ▲ | 7.2% | 13,954 | 0.3% | Transportation |
JPST JPMorgan Ultra-Short Income ETF | $3,178,808 | $302,825 ▼ | -8.7% | 63,109 | 0.3% | ETF |
IMTM iShares MSCI Intl Momentum Factor ETF | $3,154,535 | $15,035 ▼ | -0.5% | 84,346 | 0.3% | ETF |
SBUX Starbucks | $3,112,164 | $372,025 ▲ | 13.6% | 34,106 | 0.3% | Retail/Wholesale |
NEE NextEra Energy | $3,090,506 | $279,306 ▲ | 9.9% | 43,109 | 0.3% | Utilities |
HYD VanEck High Yield Muni ETF | $3,036,776 | $102,730 ▼ | -3.3% | 58,501 | 0.3% | ETF |
TRV Travelers Companies | $2,970,060 | $217,034 ▲ | 7.9% | 12,330 | 0.2% | Finance |
MS Morgan Stanley | $2,922,502 | $301,478 ▲ | 11.5% | 23,246 | 0.2% | Finance |
TXN Texas Instruments | $2,916,262 | $133,316 ▲ | 4.8% | 15,553 | 0.2% | Computer and Technology |
IWS iShares Russell Mid-Cap Value ETF | $2,832,625 | $15,262 ▲ | 0.5% | 21,901 | 0.2% | ETF |
HON Honeywell International | $2,816,102 | $239,212 ▲ | 9.3% | 12,467 | 0.2% | Multi-Sector Conglomerates |
PALANTIR TECHNOLOGIES INC
| $2,745,899 | $1,979,389 ▲ | 258.2% | 36,307 | 0.2% | CL A |
CME CME Group | $2,723,392 | $219,924 ▲ | 8.8% | 11,727 | 0.2% | Finance |
EFA iShares MSCI EAFE ETF | $2,688,524 | $44,232 ▼ | -1.6% | 35,558 | 0.2% | Finance |
SCHB Schwab US Broad Market ETF | $2,685,058 | $1,777,032 ▲ | 195.7% | 118,284 | 0.2% | ETF |
LAM RESEARCH CORP
| $2,681,753 | $2,681,753 ▲ | New Holding | 37,128 | 0.2% | COM NEW |
IWR iShares Russell Mid-Cap ETF | $2,637,348 | $44,289 ▼ | -1.7% | 29,834 | 0.2% | ETF |
IBB iShares Biotechnology ETF | $2,561,222 | $471,338 ▼ | -15.5% | 19,372 | 0.2% | Finance |
VBK Vanguard Small-Cap Growth ETF | $2,555,763 | $180,634 ▼ | -6.6% | 9,126 | 0.2% | ETF |
