IVV iShares Core S&P 500 ETF | $99,914,064 | $3,268,004 ▲ | 3.4% | 177,815 | 5.0% | ETF |
SPY SPDR S&P 500 ETF Trust | $91,526,959 | $3,996,847 ▲ | 4.6% | 163,619 | 4.6% | Finance |
AAPL Apple | $54,551,543 | $6,335,144 ▼ | -10.4% | 245,584 | 2.8% | Computer and Technology |
JAAA Janus Henderson AAA CLO ETF | $40,433,709 | $37,486,597 ▲ | 1,272.0% | 797,352 | 2.0% | ETF |
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $37,267,944 | $858,133 ▼ | -2.3% | 406,279 | 1.9% | ETF |
NVDA NVIDIA | $34,806,743 | $4,056,876 ▼ | -10.4% | 321,155 | 1.8% | Computer and Technology |
SDS ProShares UltraShort S&P500 | $34,524,677 | $29,076,755 ▲ | 533.7% | 1,608,792 | 1.7% | ETF |
MSFT Microsoft | $30,847,390 | $6,024,652 ▼ | -16.3% | 82,174 | 1.6% | Computer and Technology |
QQQ Invesco QQQ | $30,165,277 | $2,640,968 ▼ | -8.1% | 64,329 | 1.5% | Finance |
BX Blackstone | $28,410,810 | $2,737,588 ▼ | -8.8% | 203,254 | 1.4% | Finance |
AMZN Amazon.com | $26,722,777 | $7,980,075 ▼ | -23.0% | 140,454 | 1.3% | Retail/Wholesale |
VOO Vanguard S&P 500 ETF | $22,677,069 | $1,425,058 ▲ | 6.7% | 44,127 | 1.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $20,275,652 | $1,812,450 ▲ | 9.8% | 104,519 | 1.0% | ETF |
SCHD Schwab US Dividend Equity ETF | $19,783,264 | $10,246,696 ▼ | -34.1% | 707,556 | 1.0% | ETF |
GOOGL Alphabet | $18,161,974 | $2,571,659 ▼ | -12.4% | 117,447 | 0.9% | Computer and Technology |
IEFA iShares Core MSCI EAFE ETF | $18,049,878 | $94,184 ▲ | 0.5% | 238,597 | 0.9% | ETF |
JPM JPMorgan Chase & Co. | $15,892,566 | $3,371,173 ▼ | -17.5% | 64,788 | 0.8% | Finance |
IJH iShares Core S&P Mid-Cap ETF | $14,862,970 | $15,868,107 ▼ | -51.6% | 254,721 | 0.7% | ETF |
COST Costco Wholesale | $14,768,181 | $759,452 ▼ | -4.9% | 15,615 | 0.7% | Retail/Wholesale |
CAT Caterpillar | $14,767,615 | $4,696,073 ▼ | -24.1% | 44,777 | 0.7% | Industrials |
XLK Technology Select Sector SPDR Fund | $14,627,197 | $1,947,512 ▼ | -11.7% | 70,841 | 0.7% | ETF |
MUB iShares National Muni Bond ETF | $13,725,604 | $2,267,901 ▲ | 19.8% | 130,175 | 0.7% | ETF |
VTI Vanguard Total Stock Market ETF | $13,001,025 | $125,877 ▼ | -1.0% | 47,304 | 0.7% | ETF |
VYM Vanguard High Dividend Yield ETF | $12,877,990 | $4,421,925 ▼ | -25.6% | 99,860 | 0.6% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $12,794,084 | $115,278 ▲ | 0.9% | 481,342 | 0.6% | ETF |
TSLA Tesla | $12,648,028 | $259,678 ▼ | -2.0% | 48,804 | 0.6% | Auto/Tires/Trucks |
IEUR iShares Core MSCI Europe ETF | $12,410,209 | $12,410,209 ▲ | New Holding | 206,321 | 0.6% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $12,226,515 | $718,984 ▼ | -5.6% | 370,613 | 0.6% | ETF |
BRK.B Berkshire Hathaway | $11,999,755 | $1,464,619 ▼ | -10.9% | 22,531 | 0.6% | Finance |
VYMI Vanguard International High Dividend Yield ETF | $11,206,493 | $552,602 ▲ | 5.2% | 152,076 | 0.6% | ETF |
ABBV AbbVie | $11,200,528 | $2,274,551 ▲ | 25.5% | 53,458 | 0.6% | Medical |
META Meta Platforms | $10,997,617 | $2,328,514 ▼ | -17.5% | 19,081 | 0.6% | Computer and Technology |
DIA SPDR Dow Jones Industrial Average ETF Trust | $10,836,965 | $5,690,981 ▲ | 110.6% | 25,810 | 0.5% | Finance |
DGRO iShares Core Dividend Growth ETF | $10,788,680 | $2,949,556 ▲ | 37.6% | 174,631 | 0.5% | ETF |
XLV Health Care Select Sector SPDR Fund | $10,629,433 | $752,101 ▲ | 7.6% | 72,799 | 0.5% | ETF |
IWM iShares Russell 2000 ETF | $10,605,002 | $21,744 ▲ | 0.2% | 53,161 | 0.5% | Finance |
IVW iShares S&P 500 Growth ETF | $10,528,811 | $6,973,225 ▲ | 196.1% | 113,420 | 0.5% | ETF |
PANW Palo Alto Networks | $10,418,939 | $3,318,949 ▼ | -24.2% | 61,058 | 0.5% | Computer and Technology |
LLY Eli Lilly and Company | $10,304,646 | $445,155 ▼ | -4.1% | 12,477 | 0.5% | Medical |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $10,282,313 | $2,667,085 ▲ | 35.0% | 408,839 | 0.5% | ETF |
CVX Chevron | $10,268,499 | $150,227 ▼ | -1.4% | 61,381 | 0.5% | Energy |
AVGO Broadcom | $10,257,561 | $7,057,818 ▼ | -40.8% | 61,265 | 0.5% | Computer and Technology |
JEPI JPMorgan Equity Premium Income ETF | $10,048,394 | $9,882,060 ▼ | -49.6% | 175,856 | 0.5% | ETF |
PODD Insulet | $10,039,443 | $7,232,370 ▼ | -41.9% | 38,229 | 0.5% | Medical |
SCHG Schwab U.S. Large-Cap Growth ETF | $9,927,055 | $150,065 ▼ | -1.5% | 396,448 | 0.5% | ETF |
PG Procter & Gamble | $9,879,644 | $447,355 ▼ | -4.3% | 57,972 | 0.5% | Consumer Staples |
VEA Vanguard FTSE Developed Markets ETF | $9,783,505 | $211,300 ▲ | 2.2% | 192,475 | 0.5% | ETF |
GLD SPDR Gold Shares | $9,571,687 | $640,821 ▼ | -6.3% | 33,219 | 0.5% | Finance |
URI United Rentals | $9,498,998 | $45,123 ▼ | -0.5% | 15,157 | 0.5% | Construction |
AGG iShares Core U.S. Aggregate Bond ETF | $9,264,169 | $2,763,236 ▲ | 42.5% | 93,653 | 0.5% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $9,159,248 | $382,491 ▼ | -4.0% | 202,370 | 0.5% | ETF |
V Visa | $8,855,175 | $1,150,573 ▼ | -11.5% | 25,267 | 0.4% | Business Services |
AVO Mission Produce | $8,813,680 | | 0.0% | 841,000 | 0.4% | Consumer Staples |
CRWD CrowdStrike | $8,383,701 | $2,771,297 ▼ | -24.8% | 23,778 | 0.4% | Computer and Technology |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $8,271,275 | $28,371 ▼ | -0.3% | 101,165 | 0.4% | ETF |
FLOT iShares Floating Rate Bond ETF | $8,270,100 | $7,578,424 ▲ | 1,095.7% | 162,000 | 0.4% | ETF |
MA Mastercard | $8,209,601 | $253,227 ▼ | -3.0% | 14,978 | 0.4% | Business Services |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $8,129,165 | $650,838 ▲ | 8.7% | 74,792 | 0.4% | Finance |
VGSH Vanguard Short-Term Treasury Index ETF | $8,033,077 | $2,162,022 ▲ | 36.8% | 136,873 | 0.4% | ETF |
IWB iShares Russell 1000 ETF | $7,825,672 | $665,943 ▲ | 9.3% | 25,512 | 0.4% | ETF |
HON Honeywell International | $7,788,510 | $439,589 ▲ | 6.0% | 36,782 | 0.4% | Multi-Sector Conglomerates |
CYBR CyberArk Software | $7,495,826 | $124,384 ▼ | -1.6% | 22,177 | 0.4% | Computer and Technology |
SPAB SPDR Portfolio Aggregate Bond ETF | $7,414,597 | $293,097 ▼ | -3.8% | 290,313 | 0.4% | ETF |
FTNT Fortinet | $7,094,074 | $576,597 ▼ | -7.5% | 73,697 | 0.4% | Computer and Technology |
HD Home Depot | $7,052,079 | $304,923 ▼ | -4.1% | 19,242 | 0.4% | Retail/Wholesale |
KO Coca-Cola | $7,002,509 | $3,270,454 ▲ | 87.6% | 97,771 | 0.4% | Consumer Staples |
XLE Energy Select Sector SPDR Fund | $6,992,051 | $63,266 ▲ | 0.9% | 74,821 | 0.4% | ETF |
VO Vanguard Mid-Cap ETF | $6,956,149 | $129,052 ▼ | -1.8% | 26,897 | 0.4% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $6,847,615 | $5,239,286 ▲ | 325.8% | 130,755 | 0.3% | Manufacturing |
SUB iShares Short-Term National Muni Bond ETF | $6,829,545 | $1,935,217 ▼ | -22.1% | 64,674 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $6,559,198 | $580,367 ▼ | -8.1% | 62,725 | 0.3% | ETF |
BND Vanguard Total Bond Market ETF | $6,485,420 | $406,693 ▲ | 6.7% | 88,297 | 0.3% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $6,384,706 | $2,907,478 ▼ | -31.3% | 36,857 | 0.3% | ETF |
SCHA Schwab US Small-Cap ETF | $6,356,202 | $2,413 ▼ | 0.0% | 271,285 | 0.3% | ETF |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $6,227,378 | $7,722 ▲ | 0.1% | 104,838 | 0.3% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $6,210,073 | $1,803,357 ▼ | -22.5% | 75,064 | 0.3% | Manufacturing |
VCSH Vanguard Short-Term Corporate Bond ETF | $6,070,278 | $181,089 ▲ | 3.1% | 76,897 | 0.3% | ETF |
FIDELITY WISE ORIGIN BITCOIN
| $6,054,837 | $112,057 ▲ | 1.9% | 84,130 | 0.3% | SHS |
XOM Exxon Mobil | $5,975,630 | $195,521 ▼ | -3.2% | 50,245 | 0.3% | Energy |
ACN Accenture | $5,763,473 | $588,205 ▲ | 11.4% | 18,470 | 0.3% | Computer and Technology |
EFA iShares MSCI EAFE ETF | $5,654,364 | $515,965 ▲ | 10.0% | 69,183 | 0.3% | Finance |
WMT Walmart | $5,640,072 | $183,130 ▼ | -3.1% | 64,245 | 0.3% | Retail/Wholesale |
REMITLY GLOBAL INC
| $5,605,496 | | 0.0% | 269,495 | 0.3% | COM |
MBB iShares MBS ETF | $5,556,823 | $2,224,173 ▲ | 66.7% | 59,254 | 0.3% | ETF |
BUFR FT Vest Laddered Buffer ETF | $5,551,951 | $289,567 ▲ | 5.5% | 186,997 | 0.3% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $5,442,224 | $167,602 ▼ | -3.0% | 207,718 | 0.3% | ETF |
PEP PepsiCo | $5,361,451 | $2,772,265 ▲ | 107.1% | 35,757 | 0.3% | Consumer Staples |
JNJ Johnson & Johnson | $5,302,824 | $786,900 ▲ | 17.4% | 31,976 | 0.3% | Medical |
PVAL Putnam Focused Large Cap Value ETF | $5,133,836 | $115,383 ▼ | -2.2% | 134,817 | 0.3% | ETF |
FTSM First Trust Enhanced Short Maturity ETF | $5,095,474 | $1,224,920 ▲ | 31.6% | 85,152 | 0.3% | Manufacturing |
VEU Vanguard FTSE All-World ex-US ETF | $5,087,565 | $68,182 ▲ | 1.4% | 83,870 | 0.3% | ETF |
EQIX Equinix | $4,884,514 | $127,188 ▼ | -2.5% | 5,991 | 0.2% | Finance |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $4,884,191 | $1,108,042 ▲ | 29.3% | 201,743 | 0.2% | ETF |
DVY iShares Select Dividend ETF | $4,801,152 | $1,880,469 ▼ | -28.1% | 35,752 | 0.2% | ETF |
BSV Vanguard Short-Term Bond ETF | $4,766,910 | $71,078 ▼ | -1.5% | 60,896 | 0.2% | ETF |
UNP Union Pacific | $4,764,826 | $567,224 ▼ | -10.6% | 20,169 | 0.2% | Transportation |
UNH UnitedHealth Group | $4,740,494 | $303,777 ▼ | -6.0% | 9,051 | 0.2% | Medical |
NFLX Netflix | $4,730,745 | $2,154,154 ▼ | -31.3% | 5,073 | 0.2% | Consumer Discretionary |
MO Altria Group | $4,702,346 | $2,837,577 ▲ | 152.2% | 78,346 | 0.2% | Consumer Staples |
SPLV Invesco S&P 500 Low Volatility ETF | $4,684,707 | $345,280 ▼ | -6.9% | 62,697 | 0.2% | ETF |
