JNJ Johnson & Johnson | $82,404,787 | $678,870 ▲ | 0.8% | 508,483 | 7.5% | Medical |
ESGV Vanguard ESG US Stock ETF | $69,418,726 | $715,718 ▲ | 1.0% | 682,919 | 6.3% | ETF |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $50,186,948 | $7,155,204 ▲ | 16.6% | 444,368 | 4.6% | ETF |
VSGX Vanguard ESG International Stock ETF | $47,634,111 | $908,934 ▲ | 1.9% | 774,412 | 4.4% | ETF |
AFRM Affirm | $45,086,221 | $1,579,979 ▼ | -3.4% | 1,104,513 | 4.1% | Business Services |
AVUS Avantis U.S. Equity ETF | $39,935,684 | $1,335,240 ▲ | 3.5% | 419,713 | 3.6% | ETF |
AAPL Apple | $32,436,720 | $562,464 ▼ | -1.7% | 139,213 | 3.0% | Computer and Technology |
IEF iShares 7-10 Year Treasury Bond ETF | $32,324,590 | $3,063,898 ▲ | 10.5% | 329,439 | 3.0% | ETF |
AMZN Amazon.com | $25,727,278 | $2,503,339 ▼ | -8.9% | 138,074 | 2.4% | Retail/Wholesale |
JIRE JPMorgan International Research Enhanced Equity ETF | $22,455,208 | $1,030,266 ▲ | 4.8% | 340,076 | 2.1% | ETF |
LQDH iShares Interest Rate Hedged Corporate Bond ETF | $20,214,867 | $881,399 ▲ | 4.6% | 217,240 | 1.8% | ETF |
SCHD Schwab US Dividend Equity ETF | $19,709,342 | $2,875,117 ▲ | 17.1% | 233,164 | 1.8% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $19,295,051 | $327,019 ▲ | 1.7% | 285,810 | 1.8% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $18,855,032 | $2,760,557 ▲ | 17.2% | 166,888 | 1.7% | Finance |
MSFT Microsoft | $18,445,485 | $3,148,474 ▲ | 20.6% | 42,867 | 1.7% | Computer and Technology |
USFR WisdomTree Bloomberg Floating Rate Treasury Fund | $18,384,150 | $2,018,494 ▲ | 12.3% | 366,072 | 1.7% | Finance |
SCHG Schwab U.S. Large-Cap Growth ETF | $15,492,964 | $10,862,046 ▲ | 234.6% | 148,713 | 1.4% | ETF |
JMBS Janus Henderson Mortgage-Backed Securities ETF | $15,389,497 | $2,641,601 ▲ | 20.7% | 329,893 | 1.4% | ETF |
J P MORGAN EXCHANGE TRADED F
| $14,440,290 | $8,075,494 ▲ | 126.9% | 236,184 | 1.3% | HEDGED EQUITY LA |
QQQ Invesco QQQ | $13,476,157 | $36,605 ▲ | 0.3% | 27,611 | 1.2% | Finance |
BRK.B Berkshire Hathaway | $11,591,966 | $3,114,081 ▲ | 36.7% | 25,186 | 1.1% | Finance |
SBAC SBA Communications | $9,972,868 | $396,912 ▼ | -3.8% | 41,433 | 0.9% | Finance |
NVDA NVIDIA | $9,567,250 | $659,052 ▼ | -6.4% | 78,782 | 0.9% | Computer and Technology |
CEMB iShares J.P. Morgan EM Corporate Bond ETF | $8,120,043 | $469,061 ▲ | 6.1% | 176,523 | 0.7% | ETF |
VUG Vanguard Growth ETF | $7,969,393 | $131,691 ▼ | -1.6% | 20,757 | 0.7% | ETF |
IXJ iShares Global Healthcare ETF | $7,760,824 | $464,199 ▲ | 6.4% | 79,063 | 0.7% | ETF |
WFHY WisdomTree U.S. High Yield Corporate Bond Fund | $7,555,431 | $360,975 ▲ | 5.0% | 163,573 | 0.7% | Finance |
GCC WisdomTree Continuous Commodity Index Fund | $7,491,425 | $213,347 ▲ | 2.9% | 392,221 | 0.7% | ETF |
VIG Vanguard Dividend Appreciation ETF | $7,223,071 | $117,252 ▼ | -1.6% | 36,469 | 0.7% | ETF |
BLK BlackRock | $7,199,682 | $3,570,883 ▼ | -33.2% | 7,583 | 0.7% | Finance |
SPY SPDR S&P 500 ETF Trust | $6,431,477 | $1,480,921 ▲ | 29.9% | 11,209 | 0.6% | Finance |
XLG Invesco S&P 500 Top 50 ETF | $5,920,918 | $8,033 ▼ | -0.1% | 124,572 | 0.5% | ETF |
FLCH Franklin FTSE China ETF | $5,711,578 | $14,580 ▼ | -0.3% | 284,017 | 0.5% | ETF |
ECX ECARX | $5,297,417 | $80,793 ▼ | -1.5% | 2,773,517 | 0.5% | Business Services |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $5,276,129 | $349,719 ▼ | -6.2% | 210,204 | 0.5% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $5,092,128 | $249,409 ▲ | 5.2% | 98,266 | 0.5% | ETF |
VOO Vanguard S&P 500 ETF | $5,001,098 | $1,111,766 ▲ | 28.6% | 9,478 | 0.5% | ETF |
IJR iShares Core S&P Small-Cap ETF | $4,986,091 | $598,364 ▲ | 13.6% | 42,631 | 0.5% | ETF |
FLQM Franklin U.S. Mid Cap Multifactor Index ETF | $4,754,036 | $1,631,114 ▲ | 52.2% | 85,351 | 0.4% | ETF |
XOM Exxon Mobil | $4,721,060 | $171,494 ▲ | 3.8% | 40,275 | 0.4% | Oils/Energy |
IVV iShares Core S&P 500 ETF | $4,685,113 | $259,579 ▼ | -5.2% | 8,122 | 0.4% | ETF |
IBDP iShares iBonds Dec 2024 Term Corporate ETF | $4,438,266 | $813,223 ▼ | -15.5% | 176,052 | 0.4% | ETF |
GOOGL Alphabet | $4,421,755 | $143,461 ▼ | -3.1% | 26,661 | 0.4% | Computer and Technology |
ABBV AbbVie | $4,389,516 | $285,354 ▲ | 7.0% | 22,228 | 0.4% | Medical |
IVE iShares S&P 500 Value ETF | $4,385,851 | $4,141 ▲ | 0.1% | 22,244 | 0.4% | ETF |
META Meta Platforms | $4,374,641 | $650,872 ▲ | 17.5% | 7,642 | 0.4% | Computer and Technology |
TLT iShares 20+ Year Treasury Bond ETF | $4,324,951 | $7,488,099 ▼ | -63.4% | 44,087 | 0.4% | ETF |
IBM International Business Machines | $4,322,065 | $119,161 ▲ | 2.8% | 19,550 | 0.4% | Computer and Technology |
CCI Crown Castle | $4,242,557 | $14,591 ▲ | 0.3% | 35,763 | 0.4% | Finance |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $4,190,194 | $201,714 ▼ | -4.6% | 172,436 | 0.4% | ETF |
EMR Emerson Electric | $4,171,415 | $508,248 ▼ | -10.9% | 38,140 | 0.4% | Industrial Products |
LEMB iShares J.P. Morgan EM Local Currency Bond ETF | $3,978,895 | $208,454 ▲ | 5.5% | 103,455 | 0.4% | ETF |
T AT&T | $3,818,910 | $77,484 ▲ | 2.1% | 173,587 | 0.3% | Computer and Technology |
GOOG Alphabet | $3,714,497 | $465,127 ▲ | 14.3% | 22,217 | 0.3% | Computer and Technology |
VZ Verizon Communications | $3,673,125 | $8,353 ▲ | 0.2% | 81,789 | 0.3% | Computer and Technology |
KVUE Kenvue | $3,506,765 | $11,126 ▲ | 0.3% | 151,611 | 0.3% | Consumer Staples |
MA Mastercard | $3,465,782 | $44,933 ▼ | -1.3% | 7,019 | 0.3% | Business Services |
SCHB Schwab US Broad Market ETF | $3,358,073 | $3,526 ▲ | 0.1% | 50,482 | 0.3% | ETF |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $3,350,260 | $251,016 ▼ | -7.0% | 143,051 | 0.3% | Manufacturing |
CSCO Cisco Systems | $3,222,360 | $171,528 ▲ | 5.6% | 60,548 | 0.3% | Computer and Technology |
JCPB JPMorgan Core Plus Bond ETF | $3,204,633 | $1,484,828 ▲ | 86.3% | 66,431 | 0.3% | ETF |
IWF iShares Russell 1000 Growth ETF | $3,201,961 | $11,261 ▼ | -0.4% | 8,530 | 0.3% | ETF |
VTV Vanguard Value ETF | $3,112,536 | $274,071 ▲ | 9.7% | 17,830 | 0.3% | ETF |
VXUS Vanguard Total International Stock ETF | $3,093,424 | $23,889 ▲ | 0.8% | 47,782 | 0.3% | ETF |
MGC Vanguard Mega Cap ETF | $2,989,883 | $4,959 ▼ | -0.2% | 14,469 | 0.3% | ETF |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $2,874,398 | $157,931 ▲ | 5.8% | 139,196 | 0.3% | ETF |
MDT Medtronic | $2,748,638 | $86,610 ▲ | 3.3% | 30,530 | 0.3% | Medical |
IMCG iShares Morningstar Mid-Cap Growth ETF | $2,722,025 | $405,352 ▲ | 17.5% | 37,303 | 0.2% | ETF |
BIIB Biogen | $2,702,000 | $3,295 ▼ | -0.1% | 13,939 | 0.2% | Medical |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $2,682,183 | $715,332 ▲ | 36.4% | 110,061 | 0.2% | ETF |
HD Home Depot | $2,673,473 | $181,932 ▼ | -6.4% | 6,598 | 0.2% | Retail/Wholesale |
AVGO Broadcom | $2,564,231 | $2,337,219 ▲ | 1,029.6% | 14,865 | 0.2% | Computer and Technology |
LLY Eli Lilly and Company | $2,562,207 | $551,955 ▼ | -17.7% | 2,892 | 0.2% | Medical |
PG Procter & Gamble | $2,559,180 | $74,649 ▼ | -2.8% | 14,776 | 0.2% | Consumer Staples |
VTI Vanguard Total Stock Market ETF | $2,546,107 | $356,772 ▼ | -12.3% | 8,992 | 0.2% | ETF |
DGRO iShares Core Dividend Growth ETF | $2,545,072 | $2,884 ▲ | 0.1% | 40,598 | 0.2% | ETF |
COST Costco Wholesale | $2,482,367 | $486,721 ▼ | -16.4% | 2,800 | 0.2% | Retail/Wholesale |
ESGU iShares ESG Aware MSCI USA ETF | $2,362,000 | $31,545 ▼ | -1.3% | 18,719 | 0.2% | Manufacturing |
GILD Gilead Sciences | $2,355,785 | $230,724 ▲ | 10.9% | 28,099 | 0.2% | Medical |
NEA Nuveen AMT-Free Quality Municipal Income Fund | $2,322,543 | $205,585 ▲ | 9.7% | 194,030 | 0.2% | Financial Services |
CRM Salesforce | $2,319,010 | $214,302 ▲ | 10.2% | 8,473 | 0.2% | Computer and Technology |
SO Southern | $2,303,517 | $57,173 ▲ | 2.5% | 25,544 | 0.2% | Utilities |
VGM Invesco Trust for Investment Grade Municipals | $2,303,378 | $236,702 ▲ | 11.5% | 218,123 | 0.2% | Finance |
MVF BlackRock MuniVest Fund | $2,297,738 | $225,013 ▲ | 10.9% | 302,334 | 0.2% | Finance |
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $2,293,779 | $76,779 ▲ | 3.5% | 170,795 | 0.2% | Manufacturing |
MMU Western Asset Managed Municipals Fund | $2,261,050 | $212,388 ▲ | 10.4% | 208,584 | 0.2% | Finance |
BLACKROCK MUNI INCOME TR II
| $2,235,972 | $214,863 ▲ | 10.6% | 198,577 | 0.2% | COM |
K Kellanova | $2,119,474 | $151,172 ▼ | -6.7% | 26,260 | 0.2% | Consumer Discretionary |
V Visa | $2,116,651 | $97,336 ▼ | -4.4% | 7,698 | 0.2% | Business Services |
DUK Duke Energy | $2,097,322 | $138,130 ▲ | 7.1% | 18,190 | 0.2% | Utilities |
ABT Abbott Laboratories | $2,096,986 | $180,592 ▲ | 9.4% | 18,393 | 0.2% | Medical |
GLD SPDR Gold Shares | $2,042,900 | $239,412 ▲ | 13.3% | 8,405 | 0.2% | Finance |
IJH iShares Core S&P Mid-Cap ETF | $2,000,248 | $22,809 ▼ | -1.1% | 32,096 | 0.2% | ETF |
IQLT iShares MSCI Intl Quality Factor ETF | $1,928,817 | $271,094 ▼ | -12.3% | 46,489 | 0.2% | ETF |
DECK Deckers Outdoor | $1,926,794 | $1,605,343 ▲ | 499.4% | 12,084 | 0.2% | Retail/Wholesale |
BSMP Invesco BulletShares 2025 Municipal Bond ETF | $1,917,885 | | 0.0% | 78,313 | 0.2% | ETF |
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | $1,904,555 | $32,865 ▲ | 1.8% | 57,661 | 0.2% | Finance |
IBMN iShares iBonds Dec 2025 Term Muni Bond ETF | $1,884,119 | $1,653 ▲ | 0.1% | 70,672 | 0.2% | ETF |
KHC Kraft Heinz | $1,852,898 | $58,458 ▼ | -3.1% | 52,774 | 0.2% | Consumer Staples |
JPM JPMorgan Chase & Co. | $1,784,696 | $218,870 ▼ | -10.9% | 8,464 | 0.2% | Finance |
