IVV iShares Core S&P 500 ETF | $101,252,561 | $1,509,967 ▼ | -1.5% | 171,999 | 4.8% | ETF |
SPY SPDR S&P 500 ETF Trust | $91,706,025 | $3,242,772 ▲ | 3.7% | 156,474 | 4.4% | Finance |
AAPL Apple | $68,641,190 | $3,992,700 ▲ | 6.2% | 274,104 | 3.3% | Computer and Technology |
NVDA NVIDIA | $48,154,684 | $2,749,187 ▼ | -5.4% | 358,587 | 2.3% | Computer and Technology |
MSFT Microsoft | $41,400,959 | $416,863 ▼ | -1.0% | 98,223 | 2.0% | Computer and Technology |
AMZN Amazon.com | $40,016,135 | $1,408,925 ▲ | 3.6% | 182,397 | 1.9% | Retail/Wholesale |
BX Blackstone | $38,421,896 | $20,746,089 ▼ | -35.1% | 222,839 | 1.8% | Finance |
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $38,001,373 | $23,966,061 ▲ | 170.8% | 415,634 | 1.8% | ETF |
QQQ Invesco QQQ | $35,766,256 | $897,211 ▼ | -2.4% | 69,961 | 1.7% | Finance |
IJH iShares Core S&P Mid-Cap ETF | $32,816,703 | $2,364,604 ▼ | -6.7% | 526,668 | 1.6% | ETF |
SCHD Schwab US Dividend Equity ETF | $29,342,587 | $20,211,832 ▲ | 221.4% | 1,074,033 | 1.4% | ETF |
GOOGL Alphabet | $25,380,802 | $188,922 ▲ | 0.7% | 134,077 | 1.2% | Computer and Technology |
AVGO Broadcom | $23,976,572 | $2,362,673 ▲ | 10.9% | 103,419 | 1.1% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $22,282,041 | $1,079,780 ▲ | 5.1% | 41,354 | 1.1% | ETF |
CAT Caterpillar | $21,408,716 | $275,699 ▲ | 1.3% | 59,016 | 1.0% | Industrials |
TSLA Tesla | $20,113,768 | $994,260 ▲ | 5.2% | 49,806 | 1.0% | Auto/Tires/Trucks |
JEPI JPMorgan Equity Premium Income ETF | $20,067,011 | $4,601,304 ▲ | 29.8% | 348,801 | 1.0% | ETF |
JPM JPMorgan Chase & Co. | $18,824,771 | $378,744 ▼ | -2.0% | 78,531 | 0.9% | Finance |
XLK Technology Select Sector SPDR Fund | $18,665,186 | $2,895,588 ▲ | 18.4% | 80,273 | 0.9% | ETF |
VIG Vanguard Dividend Appreciation ETF | $18,638,326 | $1,447,968 ▲ | 8.4% | 95,176 | 0.9% | ETF |
PODD Insulet | $17,170,313 | $1,988,309 ▲ | 13.1% | 65,769 | 0.8% | Medical |
VYM Vanguard High Dividend Yield ETF | $17,116,023 | $453,964 ▼ | -2.6% | 134,149 | 0.8% | ETF |
IEFA iShares Core MSCI EAFE ETF | $16,681,113 | $597,381 ▼ | -3.5% | 237,352 | 0.8% | ETF |
COST Costco Wholesale | $15,043,470 | $305,121 ▲ | 2.1% | 16,418 | 0.7% | Retail/Wholesale |
PANW Palo Alto Networks | $14,649,205 | $6,362,582 ▲ | 76.8% | 80,508 | 0.7% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $13,841,825 | $369,506 ▼ | -2.6% | 47,762 | 0.7% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $13,573,374 | $245,762 ▲ | 1.8% | 392,407 | 0.6% | ETF |
META Meta Platforms | $13,537,741 | $254,114 ▼ | -1.8% | 23,121 | 0.6% | Computer and Technology |
SCHV Schwab U.S. Large-Cap Value ETF | $12,435,518 | $8,245,262 ▲ | 196.8% | 477,005 | 0.6% | ETF |
AVO Mission Produce | $12,085,170 | $862,200 ▼ | -6.7% | 841,000 | 0.6% | Consumer Staples |
IWM iShares Russell 2000 ETF | $11,722,332 | $422,916 ▲ | 3.7% | 53,052 | 0.6% | Finance |
MUB iShares National Muni Bond ETF | $11,578,343 | $2,429,016 ▲ | 26.5% | 108,666 | 0.6% | ETF |
BRK.B Berkshire Hathaway | $11,459,538 | $178,595 ▼ | -1.5% | 25,281 | 0.5% | Finance |
SCHG Schwab U.S. Large-Cap Growth ETF | $11,216,018 | $8,541,532 ▲ | 319.4% | 402,441 | 0.5% | ETF |
CRWD CrowdStrike | $10,825,121 | $2,686,948 ▼ | -19.9% | 31,638 | 0.5% | Computer and Technology |
URI United Rentals | $10,728,192 | $1,003,148 ▼ | -8.6% | 15,229 | 0.5% | Construction |
PG Procter & Gamble | $10,159,105 | $364,807 ▲ | 3.7% | 60,597 | 0.5% | Consumer Staples |
LLY Eli Lilly and Company | $10,048,082 | $50,951 ▼ | -0.5% | 13,016 | 0.5% | Medical |
VYMI Vanguard International High Dividend Yield ETF | $9,813,857 | $431,376 ▼ | -4.2% | 144,577 | 0.5% | ETF |
NOBL ProShares S&P 500 Aristocrats ETF | $9,426,554 | $409,547 ▲ | 4.5% | 94,692 | 0.5% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $9,399,493 | $2,169,343 ▼ | -18.8% | 53,641 | 0.4% | ETF |
XLV Health Care Select Sector SPDR Fund | $9,306,274 | $2,038,224 ▲ | 28.0% | 67,648 | 0.4% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $9,284,569 | $812,935 ▼ | -8.1% | 210,821 | 0.4% | ETF |
V Visa | $9,023,004 | $18,014 ▼ | -0.2% | 28,550 | 0.4% | Business Services |
CVX Chevron | $9,020,452 | $362,243 ▼ | -3.9% | 62,279 | 0.4% | Energy |
VEA Vanguard FTSE Developed Markets ETF | $9,005,387 | $208,257 ▲ | 2.4% | 188,318 | 0.4% | ETF |
MS Morgan Stanley | $8,815,486 | $1,002,114 ▼ | -10.2% | 70,120 | 0.4% | Finance |
SUB iShares Short-Term National Muni Bond ETF | $8,754,824 | $510,944 ▼ | -5.5% | 83,000 | 0.4% | ETF |
GLD SPDR Gold Shares | $8,581,905 | $336,806 ▲ | 4.1% | 35,443 | 0.4% | Finance |
GS The Goldman Sachs Group | $8,345,194 | $418,577 ▼ | -4.8% | 14,574 | 0.4% | Finance |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $8,148,392 | $538,132 ▲ | 7.1% | 101,512 | 0.4% | ETF |
MA Mastercard | $8,130,106 | $273,812 ▼ | -3.3% | 15,440 | 0.4% | Business Services |
TTD Trade Desk | $8,062,676 | $1,071,521 ▼ | -11.7% | 68,601 | 0.4% | Computer and Technology |
SHY iShares 1-3 Year Treasury Bond ETF | $7,940,739 | $85,669 ▼ | -1.1% | 96,862 | 0.4% | Manufacturing |
IJR iShares Core S&P Small-Cap ETF | $7,866,650 | $296,922 ▲ | 3.9% | 68,275 | 0.4% | ETF |
HON Honeywell International | $7,839,821 | $1,928,895 ▲ | 32.6% | 34,706 | 0.4% | Multi-Sector Conglomerates |
BLACKROCK INC
| $7,829,062 | $7,829,062 ▲ | New Holding | 7,637 | 0.4% | COM |
HD Home Depot | $7,808,498 | $309,633 ▼ | -3.8% | 20,074 | 0.4% | Retail/Wholesale |
DGRO iShares Core Dividend Growth ETF | $7,783,320 | $992,114 ▲ | 14.6% | 126,888 | 0.4% | ETF |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $7,584,947 | $6,132,797 ▲ | 422.3% | 302,792 | 0.4% | ETF |
ABBV AbbVie | $7,570,414 | $36,962 ▲ | 0.5% | 42,602 | 0.4% | Medical |
SPAB SPDR Portfolio Aggregate Bond ETF | $7,541,710 | $334,166 ▼ | -4.2% | 301,789 | 0.4% | ETF |
FTNT Fortinet | $7,528,828 | $18,990 ▲ | 0.3% | 79,687 | 0.4% | Computer and Technology |
IWB iShares Russell 1000 ETF | $7,519,474 | $40,270 ▲ | 0.5% | 23,341 | 0.4% | ETF |
CYBR CyberArk Software | $7,510,867 | $1,121,050 ▼ | -13.0% | 22,545 | 0.4% | Computer and Technology |
ORCL Oracle | $7,406,396 | $223,967 ▲ | 3.1% | 44,445 | 0.4% | Computer and Technology |
BAC Bank of America | $7,365,099 | $2,862,376 ▲ | 63.6% | 167,579 | 0.4% | Finance |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $7,351,041 | $7,543,140 ▼ | -50.6% | 68,804 | 0.4% | Finance |
VO Vanguard Mid-Cap ETF | $7,236,202 | $113,842 ▲ | 1.6% | 27,396 | 0.3% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $7,031,806 | $3,211,839 ▲ | 84.1% | 75,946 | 0.3% | Manufacturing |
SCHA Schwab US Small-Cap ETF | $7,018,083 | $3,634,333 ▲ | 107.4% | 271,388 | 0.3% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $6,794,431 | $233,556 ▼ | -3.3% | 135,536 | 0.3% | ETF |
FIDELITY WISE ORIGIN BITCOIN
| $6,736,306 | $596,187 ▼ | -8.1% | 82,573 | 0.3% | SHS |
NFLX Netflix | $6,580,635 | $155,981 ▲ | 2.4% | 7,383 | 0.3% | Consumer Discretionary |
DVY iShares Select Dividend ETF | $6,532,386 | $1,061,751 ▲ | 19.4% | 49,755 | 0.3% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $6,368,137 | $511,726 ▼ | -7.4% | 65,719 | 0.3% | Finance |
XLE Energy Select Sector SPDR Fund | $6,351,145 | $11,050 ▲ | 0.2% | 74,144 | 0.3% | ETF |
VST Vistra | $6,221,936 | $902,221 ▼ | -12.7% | 45,129 | 0.3% | Utilities |
REMITLY GLOBAL INC
| $6,082,503 | | 0.0% | 269,495 | 0.3% | COM |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $6,073,064 | $792,396 ▲ | 15.0% | 104,708 | 0.3% | ETF |
AMLP Alerian MLP ETF | $6,043,545 | $2,598,230 ▲ | 75.4% | 125,489 | 0.3% | ETF |
XLRE Real Estate Select Sector SPDR Fund | $6,019,201 | $561,897 ▲ | 10.3% | 148,001 | 0.3% | ETF |
WMT Walmart | $5,992,990 | $49,602 ▼ | -0.8% | 66,331 | 0.3% | Retail/Wholesale |
BND Vanguard Total Bond Market ETF | $5,951,303 | $1,577,642 ▼ | -21.0% | 82,760 | 0.3% | ETF |
XLY Consumer Discretionary Select Sector SPDR Fund | $5,860,775 | $2,221,544 ▲ | 61.0% | 26,123 | 0.3% | Finance |
ACN Accenture | $5,834,345 | $2,805,481 ▲ | 92.6% | 16,585 | 0.3% | Computer and Technology |
VGSH Vanguard Short-Term Treasury Index ETF | $5,820,037 | $2,683,029 ▲ | 85.5% | 100,035 | 0.3% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $5,819,785 | $1,637,587 ▼ | -22.0% | 74,603 | 0.3% | ETF |
IEF iShares 7-10 Year Treasury Bond ETF | $5,802,906 | $3,068,140 ▼ | -34.6% | 62,768 | 0.3% | ETF |
EQIX Equinix | $5,796,413 | $762,860 ▼ | -11.6% | 6,147 | 0.3% | Finance |
XOM Exxon Mobil | $5,581,743 | $3,289,839 ▼ | -37.1% | 51,889 | 0.3% | Energy |
XLF Financial Select Sector SPDR Fund | $5,486,176 | $1,641,479 ▲ | 42.7% | 113,515 | 0.3% | ETF |
LMT Lockheed Martin | $5,463,441 | $370,773 ▼ | -6.4% | 11,243 | 0.3% | Aerospace |
BUFR FT Vest Laddered Buffer ETF | $5,400,618 | $498,001 ▲ | 10.2% | 177,244 | 0.3% | ETF |
NEE NextEra Energy | $5,383,121 | $143,308 ▼ | -2.6% | 75,089 | 0.3% | Utilities |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $5,322,907 | $255,586 ▲ | 5.0% | 214,115 | 0.3% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $5,214,804 | $1,761,528 ▲ | 51.0% | 12,256 | 0.2% | Finance |
UNP Union Pacific | $5,146,792 | $400,205 ▲ | 8.4% | 22,570 | 0.2% | Transportation |
COF Capital One Financial | $5,116,916 | $115,909 ▼ | -2.2% | 28,695 | 0.2% | Finance |
PVAL Putnam Focused Large Cap Value ETF | $5,116,886 | $49,889 ▼ | -1.0% | 137,847 | 0.2% | ETF |
