ESGV Vanguard ESG US Stock ETF | $72,737,198 | $1,113,808 ▲ | 1.6% | 693,539 | 6.5% | ETF |
AFRM Affirm | $62,453,742 | $4,811,100 ▼ | -7.2% | 1,025,513 | 5.6% | Business Services |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $55,218,677 | $4,041,812 ▲ | 7.9% | 479,463 | 4.9% | ETF |
JNJ Johnson & Johnson | $54,333,264 | $19,203,499 ▼ | -26.1% | 375,697 | 4.9% | Medical |
AVUS Avantis U.S. Equity ETF | $42,999,785 | $2,318,665 ▲ | 5.7% | 443,635 | 3.9% | ETF |
VSGX Vanguard ESG International Stock ETF | $42,456,765 | $1,448,558 ▼ | -3.3% | 748,862 | 3.8% | ETF |
AAPL Apple | $33,911,144 | $950,595 ▼ | -2.7% | 135,417 | 3.0% | Computer and Technology |
AMZN Amazon.com | $30,833,543 | $538,653 ▲ | 1.8% | 140,529 | 2.8% | Retail/Wholesale |
IEF iShares 7-10 Year Treasury Bond ETF | $24,905,914 | $5,550,693 ▼ | -18.2% | 269,399 | 2.2% | ETF |
SCHD Schwab US Dividend Equity ETF | $21,713,757 | $15,342,743 ▲ | 240.8% | 794,672 | 1.9% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $21,642,595 | $1,930,390 ▲ | 9.8% | 313,799 | 1.9% | ETF |
LQDH iShares Interest Rate Hedged Corporate Bond ETF | $20,927,783 | $783,909 ▲ | 3.9% | 225,694 | 1.9% | ETF |
MSFT Microsoft | $18,110,525 | $139,186 ▲ | 0.8% | 43,199 | 1.6% | Computer and Technology |
SCHG Schwab U.S. Large-Cap Growth ETF | $17,582,863 | $13,436,875 ▲ | 324.1% | 630,682 | 1.6% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $17,318,435 | $511,870 ▼ | -2.9% | 162,097 | 1.6% | Finance |
USFR WisdomTree Bloomberg Floating Rate Treasury Fund | $16,536,594 | $1,884,130 ▼ | -10.2% | 328,629 | 1.5% | Finance |
JIRE JPMorgan International Research Enhanced Equity ETF | $16,177,579 | $3,717,645 ▼ | -18.7% | 276,529 | 1.4% | ETF |
JMBS Janus Henderson Mortgage-Backed Securities ETF | $15,733,723 | $1,160,575 ▲ | 8.0% | 356,165 | 1.4% | ETF |
J P MORGAN EXCHANGE TRADED F
| $15,674,096 | $1,019,790 ▲ | 7.0% | 252,620 | 1.4% | HEDGED EQUITY LA |
QQQ Invesco QQQ | $14,007,855 | $106,840 ▼ | -0.8% | 27,402 | 1.3% | Finance |
BLACKROCK INC
| $13,035,706 | $13,035,706 ▲ | New Holding | 12,716 | 1.2% | COM |
BRK.B Berkshire Hathaway | $11,666,534 | $250,211 ▲ | 2.2% | 25,738 | 1.0% | Finance |
NVDA NVIDIA | $10,415,553 | $164,103 ▼ | -1.6% | 77,560 | 0.9% | Computer and Technology |
SBAC SBA Communications | $8,422,587 | $1,423 ▲ | 0.0% | 41,440 | 0.8% | Finance |
VUG Vanguard Growth ETF | $8,403,322 | $116,154 ▼ | -1.4% | 20,474 | 0.8% | ETF |
CEMB iShares J.P. Morgan EM Corporate Bond ETF | $7,643,588 | $189,478 ▼ | -2.4% | 172,253 | 0.7% | ETF |
WFHY WisdomTree U.S. High Yield Corporate Bond Fund | $7,634,594 | $252,984 ▲ | 3.4% | 169,179 | 0.7% | Finance |
GCC WisdomTree Continuous Commodity Index Fund | $7,385,296 | $1,732 ▲ | 0.0% | 392,313 | 0.7% | ETF |
SPY SPDR S&P 500 ETF Trust | $7,384,518 | $815,227 ▲ | 12.4% | 12,600 | 0.7% | Finance |
VIG Vanguard Dividend Appreciation ETF | $7,194,000 | $52,287 ▲ | 0.7% | 36,736 | 0.6% | ETF |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $6,457,178 | $6,457,178 ▲ | New Holding | 111,390 | 0.6% | ETF |
GOOGL Alphabet | $6,310,175 | $1,263,209 ▲ | 25.0% | 33,334 | 0.6% | Computer and Technology |
XLG Invesco S&P 500 Top 50 ETF | $6,274,134 | $50,510 ▲ | 0.8% | 125,583 | 0.6% | ETF |
IXJ iShares Global Healthcare ETF | $5,998,765 | $798,225 ▼ | -11.7% | 69,778 | 0.5% | ETF |
IJR iShares Core S&P Small-Cap ETF | $5,742,385 | $830,398 ▲ | 16.9% | 49,838 | 0.5% | ETF |
GOOG Alphabet | $5,738,934 | $1,507,910 ▲ | 35.6% | 30,135 | 0.5% | Computer and Technology |
IAGG iShares Core International Aggregate Bond ETF | $5,487,311 | $581,868 ▲ | 11.9% | 109,922 | 0.5% | ETF |
HON Honeywell International | $5,439,113 | $4,522,693 ▲ | 493.5% | 24,079 | 0.5% | Multi-Sector Conglomerates |
VOO Vanguard S&P 500 ETF | $5,391,577 | $284,505 ▲ | 5.6% | 10,006 | 0.5% | ETF |
ECX ECARX | $5,305,433 | $546,688 ▼ | -9.3% | 2,514,423 | 0.5% | Business Services |
FLCH Franklin FTSE China ETF | $5,259,315 | $33,396 ▲ | 0.6% | 285,832 | 0.5% | ETF |
FLQM Franklin U.S. Mid Cap Multifactor Index ETF | $5,206,796 | $570,766 ▲ | 12.3% | 95,859 | 0.5% | ETF |
IVV iShares Core S&P 500 ETF | $4,744,133 | $37,087 ▼ | -0.8% | 8,059 | 0.4% | ETF |
EMR Emerson Electric | $4,678,006 | $48,705 ▼ | -1.0% | 37,747 | 0.4% | Industrial Products |
XOM Exxon Mobil | $4,540,206 | $207,825 ▲ | 4.8% | 42,207 | 0.4% | Oils/Energy |
MA Mastercard | $4,362,450 | $666,610 ▲ | 18.0% | 8,285 | 0.4% | Business Services |
META Meta Platforms | $4,263,112 | $211,370 ▼ | -4.7% | 7,281 | 0.4% | Computer and Technology |
IVE iShares S&P 500 Value ETF | $4,247,024 | $1,145 ▲ | 0.0% | 22,250 | 0.4% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $4,231,655 | $1,594,589 ▲ | 60.5% | 176,613 | 0.4% | ETF |
VXUS Vanguard Total International Stock ETF | $4,107,736 | $1,291,929 ▲ | 45.9% | 69,705 | 0.4% | ETF |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $3,853,932 | $1,411,664 ▼ | -26.8% | 153,850 | 0.3% | ETF |
ABBV AbbVie | $3,759,869 | $189,957 ▼ | -4.8% | 21,159 | 0.3% | Medical |
IBM International Business Machines | $3,709,765 | $587,812 ▼ | -13.7% | 16,876 | 0.3% | Computer and Technology |
VYM Vanguard High Dividend Yield ETF | $3,649,177 | $2,300,560 ▲ | 170.6% | 28,601 | 0.3% | ETF |
LEMB iShares J.P. Morgan EM Local Currency Bond ETF | $3,617,658 | $115,582 ▼ | -3.1% | 100,252 | 0.3% | ETF |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $3,616,873 | $2,122,923 ▲ | 142.1% | 145,256 | 0.3% | ETF |
JCPB JPMorgan Core Plus Bond ETF | $3,564,562 | $504,096 ▲ | 16.5% | 77,373 | 0.3% | ETF |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $3,563,076 | $688,678 ▲ | 24.0% | 172,546 | 0.3% | ETF |
SCHB Schwab US Broad Market ETF | $3,482,539 | $2,336,599 ▲ | 203.9% | 153,416 | 0.3% | ETF |
AVGO Broadcom | $3,415,039 | $5,753 ▼ | -0.2% | 14,840 | 0.3% | Computer and Technology |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $3,385,367 | $765,160 ▼ | -18.4% | 140,647 | 0.3% | ETF |
IWF iShares Russell 1000 Growth ETF | $3,286,328 | $139,357 ▼ | -4.1% | 8,183 | 0.3% | ETF |
KVUE Kenvue | $3,240,794 | $3,907 ▲ | 0.1% | 151,794 | 0.3% | Consumer Staples |
T AT&T | $3,237,807 | $714,774 ▼ | -18.1% | 142,196 | 0.3% | Computer and Technology |
CSCO Cisco Systems | $3,182,449 | $401,965 ▼ | -11.2% | 53,758 | 0.3% | Computer and Technology |
CCI Crown Castle | $3,142,218 | $103,648 ▼ | -3.2% | 34,621 | 0.3% | Finance |
MGC Vanguard Mega Cap ETF | $3,079,108 | $2,127 ▲ | 0.1% | 14,479 | 0.3% | ETF |
VZ Verizon Communications | $3,062,216 | $235,552 ▼ | -7.1% | 75,947 | 0.3% | Computer and Technology |
LLY Eli Lilly and Company | $2,944,536 | $711,815 ▲ | 31.9% | 3,814 | 0.3% | Medical |
IMCG iShares Morningstar Mid-Cap Growth ETF | $2,899,423 | $81,949 ▲ | 2.9% | 38,388 | 0.3% | ETF |
MRK Merck & Co., Inc. | $2,742,145 | $1,615,145 ▲ | 143.3% | 27,565 | 0.2% | Medical |
VTC Vanguard Total Corporate Bond Fund | $2,720,539 | $2,720,539 ▲ | New Holding | 35,954 | 0.2% | ETF |
VTV Vanguard Value ETF | $2,707,788 | $310,835 ▼ | -10.3% | 15,994 | 0.2% | ETF |
VTI Vanguard Total Stock Market ETF | $2,633,917 | $210,983 ▲ | 8.7% | 9,775 | 0.2% | ETF |
COST Costco Wholesale | $2,572,566 | $7,329 ▲ | 0.3% | 2,808 | 0.2% | Retail/Wholesale |
V Visa | $2,508,449 | $75,535 ▲ | 3.1% | 7,937 | 0.2% | Business Services |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $2,501,231 | $1,606,467 ▲ | 179.5% | 109,703 | 0.2% | ETF |
DGRO iShares Core Dividend Growth ETF | $2,475,740 | $14,538 ▼ | -0.6% | 40,361 | 0.2% | ETF |
HD Home Depot | $2,457,408 | $109,313 ▼ | -4.3% | 6,317 | 0.2% | Retail/Wholesale |
DECK Deckers Outdoor | $2,454,140 | | 0.0% | 12,084 | 0.2% | Retail/Wholesale |
DUK Duke Energy | $2,451,623 | $491,833 ▲ | 25.1% | 22,755 | 0.2% | Utilities |
NFLX Netflix | $2,442,323 | $878,880 ▲ | 56.2% | 2,740 | 0.2% | Consumer Discretionary |
ESGU iShares ESG Aware MSCI USA ETF | $2,424,917 | $13,526 ▲ | 0.6% | 18,824 | 0.2% | Manufacturing |
PG Procter & Gamble | $2,418,673 | $58,510 ▼ | -2.4% | 14,427 | 0.2% | Consumer Staples |
SO Southern | $2,383,115 | $280,304 ▲ | 13.3% | 28,949 | 0.2% | Utilities |
GLD SPDR Gold Shares | $2,343,567 | $308,472 ▲ | 15.2% | 9,679 | 0.2% | Finance |
VGM Invesco Trust for Investment Grade Municipals | $2,238,666 | $35,623 ▲ | 1.6% | 221,650 | 0.2% | Finance |
NEA Nuveen AMT-Free Quality Municipal Income Fund | $2,234,247 | $45,594 ▲ | 2.1% | 198,072 | 0.2% | Financial Services |
MMU Western Asset Managed Municipals Fund | $2,175,325 | $47,767 ▲ | 2.2% | 213,267 | 0.2% | Finance |
MVF BlackRock MuniVest Fund | $2,165,622 | $37,192 ▲ | 1.7% | 307,617 | 0.2% | Finance |
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | $2,156,953 | $810,126 ▲ | 60.2% | 93,496 | 0.2% | ETF |
BIIB Biogen | $2,130,532 | $1,070 ▼ | -0.1% | 13,932 | 0.2% | Medical |
BLACKROCK MUNI INCOME TR II
| $2,126,312 | $39,265 ▲ | 1.9% | 202,313 | 0.2% | COM |
KMB Kimberly-Clark | $2,115,435 | $888,606 ▲ | 72.4% | 16,143 | 0.2% | Consumer Staples |
IJH iShares Core S&P Mid-Cap ETF | $2,098,624 | $98,700 ▲ | 4.9% | 33,680 | 0.2% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $2,088,384 | $2,088,384 ▲ | New Holding | 11,918 | 0.2% | ETF |
CVX Chevron | $2,078,786 | $884,411 ▲ | 74.0% | 14,352 | 0.2% | Oils/Energy |
BKNG Booking | $2,057,348 | $44,725 ▼ | -2.1% | 414 | 0.2% | Retail/Wholesale |
JPM JPMorgan Chase & Co. | $2,051,529 | $22,534 ▲ | 1.1% | 8,558 | 0.2% | Finance |
TSLA Tesla | $2,047,237 | $152,664 ▲ | 8.1% | 5,069 | 0.2% | Auto/Tires/Trucks |
