IVV iShares Core S&P 500 ETF | $70,031,288 | $9,107,430 ▼ | -11.5% | 121,409 | 16.0% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $67,584,717 | $9,247,769 ▲ | 15.9% | 1,434,311 | 15.5% | Manufacturing |
IVW iShares S&P 500 Growth ETF | $29,219,232 | $1,985,183 ▼ | -6.4% | 305,162 | 6.7% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $25,547,717 | $268,950 ▲ | 1.1% | 142,486 | 5.8% | ETF |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $25,270,984 | $71,534 ▲ | 0.3% | 510,835 | 5.8% | ETF |
EFV iShares MSCI EAFE Value ETF | $21,461,475 | $11,644,660 ▲ | 118.6% | 373,048 | 4.9% | ETF |
EFG iShares MSCI EAFE Growth ETF | $20,484,571 | $2,016,926 ▼ | -9.0% | 190,289 | 4.7% | ETF |
MBB iShares MBS ETF | $16,229,706 | $289,825 ▼ | -1.8% | 169,395 | 3.7% | ETF |
IVE iShares S&P 500 Value ETF | $14,508,832 | $151,427 ▼ | -1.0% | 73,585 | 3.3% | ETF |
AAPL Apple | $12,926,696 | $173,819 ▲ | 1.4% | 55,479 | 3.0% | Computer and Technology |
EMXC iShares MSCI Emerging Markets ex China ETF | $12,016,738 | $3,301,286 ▲ | 37.9% | 196,641 | 2.8% | Manufacturing |
IYW iShares U.S. Technology ETF | $10,473,845 | $1,062,546 ▼ | -9.2% | 69,080 | 2.4% | Manufacturing |
BINC iShares Flexible Income Active ETF | $9,840,502 | $2,919,037 ▲ | 42.2% | 183,832 | 2.3% | ETF |
MUB iShares National Muni Bond ETF | $7,403,063 | $1,690,291 ▲ | 29.6% | 68,149 | 1.7% | ETF |
TLT iShares 20+ Year Treasury Bond ETF | $6,823,495 | $1,913,624 ▼ | -21.9% | 69,557 | 1.6% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $4,994,314 | $3,801,337 ▼ | -43.2% | 86,994 | 1.1% | ETF |
QQQ Invesco QQQ | $4,787,860 | $120,551 ▼ | -2.5% | 9,810 | 1.1% | Finance |
MSFT Microsoft | $3,626,316 | $55,511 ▲ | 1.6% | 8,427 | 0.8% | Computer and Technology |
VTEB Vanguard Tax-Exempt Bond ETF | $3,508,314 | $7,975 ▼ | -0.2% | 68,629 | 0.8% | ETF |
SPY SPDR S&P 500 ETF Trust | $3,457,590 | $44,755 ▼ | -1.3% | 6,026 | 0.8% | Finance |
ESGU iShares ESG Aware MSCI USA ETF | $3,367,959 | $114,065 ▲ | 3.5% | 26,692 | 0.8% | Manufacturing |
IFRA iShares U.S. Infrastructure ETF | $2,808,914 | $8,079 ▼ | -0.3% | 59,802 | 0.6% | ETF |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $2,565,067 | $6,457 ▲ | 0.3% | 27,410 | 0.6% | ETF |
NVDA NVIDIA | $2,497,063 | $176,453 ▼ | -6.6% | 20,562 | 0.6% | Computer and Technology |
SDY SPDR S&P Dividend ETF | $2,204,955 | $852 ▲ | 0.0% | 15,523 | 0.5% | ETF |
OEF iShares S&P 100 ETF | $2,043,049 | $403,241 ▲ | 24.6% | 7,382 | 0.5% | ETF |
CAT Caterpillar | $1,897,665 | $3,911 ▼ | -0.2% | 4,852 | 0.4% | Industrial Products |
GOVT iShares U.S. Treasury Bond ETF | $1,783,700 | $338,946 ▲ | 23.5% | 76,064 | 0.4% | ETF |
DVY iShares Select Dividend ETF | $1,602,470 | $18,370 ▼ | -1.1% | 11,864 | 0.4% | ETF |
IGEB iShares Investment Grade Bond Factor ETF | $1,566,741 | $44,333 ▲ | 2.9% | 33,715 | 0.4% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $1,525,654 | $212,173 ▼ | -12.2% | 13,504 | 0.3% | Finance |
TLH iShares 10-20 Year Treasury Bond ETF | $1,520,509 | $236,691 ▲ | 18.4% | 13,908 | 0.3% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $1,502,646 | | 0.0% | 2,638 | 0.3% | ETF |
V Visa | $1,414,721 | $4,400 ▲ | 0.3% | 5,145 | 0.3% | Business Services |
JPM JPMorgan Chase & Co. | $1,347,063 | $58,412 ▲ | 4.5% | 6,388 | 0.3% | Finance |
AOR iShares Core Growth Allocation ETF | $1,027,298 | $16,232 ▼ | -1.6% | 17,341 | 0.2% | ETF |
MCD McDonald's | $985,891 | $95,605 ▼ | -8.8% | 3,238 | 0.2% | Retail/Wholesale |
XOM Exxon Mobil | $960,674 | $49,353 ▼ | -4.9% | 8,195 | 0.2% | Oils/Energy |
QLTA iShares Aaa - A Rated Corporate Bond ETF | $846,967 | $846,967 ▲ | New Holding | 17,232 | 0.2% | ETF |
IEV iShares Europe ETF | $838,797 | $117,181 ▲ | 16.2% | 14,395 | 0.2% | ETF |
AMZN Amazon.com | $828,155 | $42,106 ▲ | 5.4% | 4,445 | 0.2% | Retail/Wholesale |
AOA iShares Core Aggressive Allocation ETF | $792,854 | $62,021 ▲ | 8.5% | 10,048 | 0.2% | ETF |
IVLU iShares MSCI Intl Value Factor ETF | $751,701 | $22,118 ▲ | 3.0% | 25,456 | 0.2% | ETF |
PAYX Paychex | $714,809 | $20,799 ▲ | 3.0% | 5,327 | 0.2% | Business Services |
TSM Taiwan Semiconductor Manufacturing | $694,680 | $173,670 ▼ | -20.0% | 4,000 | 0.2% | Computer and Technology |
BRK.A Berkshire Hathaway | $691,180 | | 0.0% | 1 | 0.2% | Finance |
USMV iShares MSCI USA Min Vol Factor ETF | $685,090 | $32,506 ▼ | -4.5% | 7,503 | 0.2% | ETF |
IWF iShares Russell 1000 Growth ETF | $676,949 | $90,485 ▼ | -11.8% | 1,803 | 0.2% | ETF |
CLOA iShares AAA CLO Active ETF | $665,960 | $153,835 ▲ | 30.0% | 12,814 | 0.2% | ETF |
BA Boeing | $649,667 | $15,204 ▼ | -2.3% | 4,273 | 0.1% | Aerospace |
IJH iShares Core S&P Mid-Cap ETF | $645,866 | $16,764 ▲ | 2.7% | 10,364 | 0.1% | ETF |
ARM HOLDINGS PLC
| $643,545 | $71,505 ▲ | 12.5% | 4,500 | 0.1% | SPONSORED ADS |
ORCL Oracle | $642,553 | $2,897 ▲ | 0.5% | 3,771 | 0.1% | Computer and Technology |
DE Deere & Company | $603,379 | $44,648 ▼ | -6.9% | 1,446 | 0.1% | Industrial Products |
SUB iShares Short-Term National Muni Bond ETF | $590,798 | $65,939 ▲ | 12.6% | 5,564 | 0.1% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $588,664 | | 0.0% | 4,463 | 0.1% | Manufacturing |
LAKE Lakeland Industries | $572,295 | $180,902 ▲ | 46.2% | 28,472 | 0.1% | Industrial Products |
TSLA Tesla | $571,400 | $33,750 ▲ | 6.3% | 2,184 | 0.1% | Auto/Tires/Trucks |
IEF iShares 7-10 Year Treasury Bond ETF | $546,624 | $70,548 ▼ | -11.4% | 5,571 | 0.1% | ETF |
LMT Lockheed Martin | $520,053 | $2,922 ▲ | 0.6% | 890 | 0.1% | Aerospace |
DGRO iShares Core Dividend Growth ETF | $511,297 | $69,899 ▼ | -12.0% | 8,156 | 0.1% | ETF |
AVGO Broadcom | $506,959 | $465,561 ▲ | 1,124.6% | 2,939 | 0.1% | Computer and Technology |
LLY Eli Lilly and Company | $495,891 | $30,108 ▲ | 6.5% | 560 | 0.1% | Medical |
IJR iShares Core S&P Small-Cap ETF | $488,520 | $4,912 ▼ | -1.0% | 4,177 | 0.1% | ETF |
AMGN Amgen | $482,149 | $1,934 ▲ | 0.4% | 1,496 | 0.1% | Medical |
IWO iShares Russell 2000 Growth ETF | $455,500 | $568 ▲ | 0.1% | 1,604 | 0.1% | ETF |
WMT Walmart | $450,985 | $3,957 ▲ | 0.9% | 5,585 | 0.1% | Retail/Wholesale |
IEFA iShares Core MSCI EAFE ETF | $440,880 | $5,229 ▼ | -1.2% | 5,649 | 0.1% | ETF |
MRK Merck & Co., Inc. | $439,709 | $21,009 ▼ | -4.6% | 3,872 | 0.1% | Medical |
CGUS Capital Group Core Equity ETF | $434,953 | $171 ▲ | 0.0% | 12,688 | 0.1% | ETF |
IXN iShares Global Tech ETF | $434,168 | $165 ▼ | 0.0% | 5,261 | 0.1% | ETF |
XLU Utilities Select Sector SPDR Fund | $419,041 | $48,957 ▲ | 13.2% | 5,187 | 0.1% | ETF |
HON Honeywell International | $414,867 | $1,447 ▲ | 0.4% | 2,007 | 0.1% | Multi-Sector Conglomerates |
VUG Vanguard Growth ETF | $408,394 | | 0.0% | 1,064 | 0.1% | ETF |
KO Coca-Cola | $384,451 | $2,946 ▲ | 0.8% | 5,350 | 0.1% | Consumer Staples |
VGT Vanguard Information Technology ETF | $382,987 | $22,287 ▼ | -5.5% | 653 | 0.1% | ETF |
PNC The PNC Financial Services Group | $370,439 | $370,439 ▲ | New Holding | 2,004 | 0.1% | Finance |
ABBV AbbVie | $358,635 | $3,555 ▲ | 1.0% | 1,816 | 0.1% | Medical |
IJK iShares S&P Mid-Cap 400 Growth ETF | $358,527 | | 0.0% | 3,900 | 0.1% | ETF |
SPLV Invesco S&P 500 Low Volatility ETF | $358,137 | $70,652 ▼ | -16.5% | 4,993 | 0.1% | ETF |
JNJ Johnson & Johnson | $354,333 | $47,979 ▲ | 15.7% | 2,186 | 0.1% | Medical |
INTU Intuit | $353,233 | $1,862 ▲ | 0.5% | 569 | 0.1% | Computer and Technology |
ICVT iShares Convertible Bond ETF | $352,345 | $25,185 ▲ | 7.7% | 4,211 | 0.1% | ETF |
XLF Financial Select Sector SPDR Fund | $344,818 | $47,402 ▲ | 15.9% | 7,609 | 0.1% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $333,640 | $30,068 ▼ | -8.3% | 6,336 | 0.1% | Manufacturing |
RSP Invesco S&P 500 Equal Weight ETF | $319,125 | $77,049 ▲ | 31.8% | 1,781 | 0.1% | ETF |
SUSL iShares ESG MSCI USA Leaders ETF | $314,691 | $42,636 ▲ | 15.7% | 3,100 | 0.1% | Manufacturing |
PEG Public Service Enterprise Group | $312,419 | $1,695 ▲ | 0.5% | 3,502 | 0.1% | Utilities |
CGDV Capital Group Dividend Value ETF | $311,674 | $401 ▲ | 0.1% | 8,553 | 0.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $307,983 | | 0.0% | 1,555 | 0.1% | ETF |
GLW Corning | $299,554 | $587 ▲ | 0.2% | 6,635 | 0.1% | Computer and Technology |
IXUS iShares Core MSCI Total International Stock ETF | $297,530 | $11,910 ▲ | 4.2% | 4,097 | 0.1% | Manufacturing |
VZ Verizon Communications | $287,473 | $55,914 ▲ | 24.1% | 6,401 | 0.1% | Computer and Technology |
EMN Eastman Chemical | $285,965 | $336 ▲ | 0.1% | 2,554 | 0.1% | Basic Materials |
LCTU BlackRock U.S. Carbon Transition Readiness ETF | $266,358 | $33,883 ▼ | -11.3% | 4,245 | 0.1% | ETF |
MTB M&T Bank | $264,680 | $2,137 ▲ | 0.8% | 1,486 | 0.1% | Finance |
PG Procter & Gamble | $262,238 | $4,677 ▲ | 1.8% | 1,514 | 0.1% | Consumer Staples |
IYR iShares U.S. Real Estate ETF | $260,573 | $112,154 ▼ | -30.1% | 2,558 | 0.1% | ETF |
IGM iShares Expanded Tech Sector ETF | $260,285 | $128,368 ▼ | -33.0% | 2,713 | 0.1% | ETF |
VYM Vanguard High Dividend Yield ETF | $257,826 | $26,026 ▼ | -9.2% | 2,011 | 0.1% | ETF |
