SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $123,365,313 | $9,848,139 ▲ | 8.7% | 1,610,303 | 21.2% | ETF |
JCPB JPMorgan Core Plus Bond ETF | $59,354,333 | $1,848,356 ▼ | -3.0% | 1,262,321 | 10.2% | ETF |
JIRE JPMorgan International Research Enhanced Equity ETF | $54,946,727 | $3,360,268 ▲ | 6.5% | 781,048 | 9.4% | ETF |
JPMORGAN U.S. TECH LEADERS ETF
| $46,259,311 | $46,248,638 ▲ | 433,344.0% | 541,805 | 7.9% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $46,204,947 | $3,385,966 ▲ | 7.9% | 729,475 | 7.9% | Manufacturing |
QUAL iShares MSCI USA Quality Factor ETF | $38,965,456 | $3,180,922 ▲ | 8.9% | 210,181 | 6.7% | ETF |
DGRO iShares Core Dividend Growth ETF | $38,355,984 | $38,311,654 ▲ | 86,423.7% | 591,822 | 6.6% | ETF |
JPIB JPMorgan International Bond Opportunities ETF | $18,408,090 | $18,389,944 ▲ | 101,341.8% | 378,378 | 3.2% | ETF |
SPIP SPDR Portfolio TIPS ETF | $16,455,347 | $945,711 ▲ | 6.1% | 630,836 | 2.8% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $12,550,824 | $176,935 ▼ | -1.4% | 151,800 | 2.2% | Manufacturing |
DFUS Dimensional U.S. Equity ETF | $10,576,195 | $673,043 ▼ | -6.0% | 154,060 | 1.8% | ETF |
TLH iShares 10-20 Year Treasury Bond ETF | $8,084,275 | $902,930 ▲ | 12.6% | 79,703 | 1.4% | ETF |
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
| $7,445,230 | $547,485 ▲ | 7.9% | 117,767 | 1.3% | ETF |
QUS SPDR MSCI USA StrategicFactors ETF | $7,376,444 | $43,786 ▼ | -0.6% | 45,149 | 1.3% | ETF |
VTES Vanguard Short-Term Tax-Exempt Bond ETF | $6,943,821 | $36,729 ▼ | -0.5% | 68,439 | 1.2% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $6,882,178 | $418,813 ▼ | -5.7% | 101,537 | 1.2% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $5,420,972 | $512,787 ▼ | -8.6% | 133,128 | 0.9% | ETF |
VIG Vanguard Dividend Appreciation ETF | $4,617,578 | $85,032 ▲ | 1.9% | 22,319 | 0.8% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $4,548,496 | $2,061,832 ▼ | -31.2% | 79,325 | 0.8% | ETF |
JMUB JPMorgan Municipal ETF | $3,766,478 | $1,565,640 ▲ | 71.1% | 76,314 | 0.6% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $3,732,846 | $22,291,804 ▼ | -85.7% | 86,449 | 0.6% | ETF |
GINN Goldman Sachs Innovate Equity ETF | $3,297,476 | $33,708,631 ▼ | -91.1% | 48,343 | 0.6% | ETF |
IVV iShares Core S&P 500 ETF | $3,164,327 | $368,758 ▼ | -10.4% | 4,977 | 0.5% | ETF |
FITE SPDR Kensho Future Security ETF | $3,054,128 | $21,898,245 ▼ | -87.8% | 39,330 | 0.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,569,720 | $118,963 ▼ | -4.4% | 4,061 | 0.4% | Finance |
TIP iShares TIPS Bond ETF | $2,424,284 | $8,052 ▲ | 0.3% | 21,979 | 0.4% | ETF |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $2,248,738 | $73,403 ▲ | 3.4% | 98,370 | 0.4% | Manufacturing |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $2,160,268 | $63,239 ▲ | 3.0% | 96,333 | 0.4% | Manufacturing |
IBTI iShares iBonds Dec 2028 Term Treasury ETF | $2,119,814 | $79,999 ▲ | 3.9% | 94,995 | 0.4% | Manufacturing |
AAPL Apple | $1,780,805 | $377,443 ▲ | 26.9% | 8,351 | 0.3% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $1,583,091 | $27,004 ▼ | -1.7% | 31,423 | 0.3% | ETF |
KNSL Kinsale Capital Group | $1,405,692 | | 0.0% | 3,159 | 0.2% | Finance |
KOMP SPDR S&P Kensho New Economies Composite ETF | $1,159,570 | $836,629 ▼ | -41.9% | 20,912 | 0.2% | ETF |
VUG Vanguard Growth ETF | $1,157,225 | $17,775 ▼ | -1.5% | 2,539 | 0.2% | ETF |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $1,155,089 | $219,766 ▲ | 23.5% | 49,564 | 0.2% | Manufacturing |
MSFT Microsoft | $1,103,949 | $28,347 ▲ | 2.6% | 2,103 | 0.2% | Computer and Technology |
ESGU iShares ESG Aware MSCI USA ETF | $965,201 | $6,781 ▲ | 0.7% | 6,975 | 0.2% | Manufacturing |
NVDA NVIDIA | $938,022 | $351,848 ▲ | 60.0% | 5,228 | 0.2% | Computer and Technology |
JPM JPMorgan Chase & Co. | $879,003 | $4,079 ▲ | 0.5% | 3,017 | 0.2% | Finance |
VB Vanguard Small-Cap ETF | $815,593 | $1,033,935 ▼ | -55.9% | 3,388 | 0.1% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $804,326 | $136,839 ▼ | -14.5% | 18,486 | 0.1% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $690,059 | $1,137,518 ▼ | -62.2% | 9,270 | 0.1% | ETF |
XOM Exxon Mobil | $574,541 | $4,580 ▼ | -0.8% | 5,394 | 0.1% | Energy |
D Dominion Energy | $520,412 | $16,705 ▲ | 3.3% | 8,536 | 0.1% | Utilities |
KO CocaCola | $458,696 | $3,615 ▲ | 0.8% | 6,599 | 0.1% | Consumer Staples |
FULT Fulton Financial | $443,590 | | 0.0% | 25,247 | 0.1% | Finance |
MGK Vanguard Mega Cap Growth ETF | $434,095 | | 0.0% | 1,137 | 0.1% | ETF |
HD Home Depot | $383,319 | $2,321 ▲ | 0.6% | 991 | 0.1% | Retail/Wholesale |
MCD McDonald's | $356,578 | $2,461 ▼ | -0.7% | 1,159 | 0.1% | Retail/Wholesale |
AMZN Amazon.com | $334,799 | $12,672 ▲ | 3.9% | 1,506 | 0.1% | Retail/Wholesale |
WMT Walmart | $328,712 | $2,791 ▼ | -0.8% | 3,180 | 0.1% | Retail/Wholesale |
ESGD iShares ESG Aware MSCI EAFE ETF | $326,438 | $14,019 ▼ | -4.1% | 3,679 | 0.1% | Manufacturing |
ORCL Oracle | $325,410 | $12,565 ▼ | -3.7% | 1,269 | 0.1% | Computer and Technology |
BRK.B Berkshire Hathaway | $303,385 | $36,575 ▲ | 13.7% | 647 | 0.1% | Finance |
GE GE Aerospace | $290,523 | $5,173 ▲ | 1.8% | 1,067 | 0.0% | Aerospace |
AVGO Broadcom | $283,871 | $1,508 ▲ | 0.5% | 941 | 0.0% | Computer and Technology |
GOOG Alphabet | $281,596 | $49,230 ▲ | 21.2% | 1,430 | 0.0% | Computer and Technology |
GOOGL Alphabet | $257,858 | $73,534 ▲ | 39.9% | 1,315 | 0.0% | Computer and Technology |
COST Costco Wholesale | $249,010 | $6,782 ▼ | -2.7% | 257 | 0.0% | Retail/Wholesale |
ESGE iShares ESG Aware MSCI EM ETF | $248,405 | $759 ▼ | -0.3% | 6,221 | 0.0% | Manufacturing |
TMO Thermo Fisher Scientific | $246,019 | $5,387 ▲ | 2.2% | 548 | 0.0% | Medical |
PALANTIR TECHNOLOGIES INC CL A
| $236,993 | $1,616 ▲ | 0.7% | 1,320 | 0.0% | Stock |
LLY Eli Lilly and Company | $234,756 | $5,962 ▼ | -2.5% | 315 | 0.0% | Medical |
NVR NVR | $220,366 | | 0.0% | 28 | 0.0% | Construction |
DUK Duke Energy | $218,992 | $876 ▲ | 0.4% | 1,749 | 0.0% | Utilities |
IJR iShares Core S&P Small-Cap ETF | $218,961 | $825,093 ▼ | -79.0% | 1,976 | 0.0% | ETF |
QQQ Invesco QQQ | $208,206 | | 0.0% | 367 | 0.0% | Finance |
VZ Verizon Communications | $202,433 | $2,837 ▼ | -1.4% | 4,780 | 0.0% | Computer and Technology |
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF | $202,053 | | 0.0% | 1,155 | 0.0% | ETF |
PNC The PNC Financial Services Group | $196,291 | $943 ▼ | -0.5% | 1,041 | 0.0% | Finance |
CRM Salesforce | $193,605 | $4,485 ▲ | 2.4% | 777 | 0.0% | Computer and Technology |
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF | $191,921 | $10,397 ▲ | 5.7% | 7,550 | 0.0% | ETF |
PEP PepsiCo | $188,109 | $21,402 ▼ | -10.2% | 1,336 | 0.0% | Consumer Staples |
CVX Chevron | $188,072 | $5,500 ▼ | -2.8% | 1,231 | 0.0% | Energy |
META Meta Platforms | $186,065 | $772 ▲ | 0.4% | 241 | 0.0% | Computer and Technology |
VXF Vanguard Extended Market ETF | $185,894 | $41,200 ▼ | -18.1% | 943 | 0.0% | ETF |
CSCO Cisco Systems | $182,584 | $57,308 ▲ | 45.7% | 2,638 | 0.0% | Computer and Technology |
PG Procter & Gamble | $181,139 | $24,916 ▼ | -12.1% | 1,185 | 0.0% | Consumer Staples |
YUM Yum! Brands | $181,057 | $141 ▼ | -0.1% | 1,281 | 0.0% | Retail/Wholesale |
GE VERNOVA INC COM
| $176,106 | $665 ▲ | 0.4% | 265 | 0.0% | Stock |
T AT&T | $171,453 | $852 ▲ | 0.5% | 6,237 | 0.0% | Computer and Technology |
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF | $171,295 | $10,094 ▲ | 6.3% | 6,686 | 0.0% | ETF |
TSLA Tesla | $161,235 | $9,917 ▲ | 6.6% | 504 | 0.0% | Auto/Tires/Trucks |
LDOS Leidos | $158,088 | | 0.0% | 906 | 0.0% | Computer and Technology |
GLD SPDR Gold Shares | $155,250 | $155,250 ▲ | New Holding | 500 | 0.0% | Finance |
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF | $151,571 | | 0.0% | 5,930 | 0.0% | ETF |
LMT Lockheed Martin | $144,805 | $870 ▼ | -0.6% | 333 | 0.0% | Aerospace |
BAC Bank of America | $143,458 | $4,225 ▼ | -2.9% | 3,158 | 0.0% | Finance |
MAR Marriott International | $143,440 | $16,551 ▼ | -10.3% | 546 | 0.0% | Consumer Discretionary |
SRE Sempra Energy | $137,874 | | 0.0% | 1,699 | 0.0% | Utilities |
VOT Vanguard Mid-Cap Growth ETF | $137,554 | | 0.0% | 476 | 0.0% | ETF |
IYR iShares U.S. Real Estate ETF | $132,044 | $126,518 ▼ | -48.9% | 1,386 | 0.0% | ETF |
CEG Constellation Energy | $129,292 | $338 ▲ | 0.3% | 382 | 0.0% | Energy |
IJH iShares Core S&P Mid-Cap ETF | $127,889 | $7,269 ▼ | -5.4% | 2,041 | 0.0% | ETF |
VV Vanguard Large-Cap ETF | $122,215 | $1,170 ▲ | 1.0% | 418 | 0.0% | ETF |
JNJ Johnson & Johnson | $121,460 | $3,924 ▲ | 3.3% | 712 | 0.0% | Medical |
CWB SPDR Bloomberg Convertible Securities ETF | $120,253 | | 0.0% | 1,427 | 0.0% | ETF |
ES Eversource Energy | $120,195 | $1,636 ▼ | -1.3% | 1,837 | 0.0% | Utilities |
SPLV Invesco S&P 500 Low Volatility ETF | $118,828 | | 0.0% | 1,624 | 0.0% | ETF |
PPL PPL | $117,969 | $1,085 ▲ | 0.9% | 3,263 | 0.0% | Utilities |