SPY SPDR S&P 500 ETF Trust | $66,411 | $2,430 ▼ | -3.5% | 113,315 | 10.7% | Finance |
QQQ Invesco QQQ | $61,020 | $563 ▼ | -0.9% | 119,360 | 9.8% | Finance |
IVV iShares Core S&P 500 ETF | $60,038 | $60,038 ▲ | New Holding | 101,988 | 9.7% | ETF |
VTV Vanguard Value ETF | $21,802 | $21,802 ▲ | New Holding | 128,775 | 3.5% | ETF |
IJR iShares Core S&P Small-Cap ETF | $17,289 | $17,289 ▲ | New Holding | 150,052 | 2.8% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $16,612 | $558 ▲ | 3.5% | 206,955 | 2.7% | ETF |
AAPL Apple | $16,293 | $827 ▼ | -4.8% | 130,126 | 2.6% | Computer and Technology |
MSFT Microsoft | $15,071 | $15,071 ▲ | New Holding | 35,755 | 2.4% | Computer and Technology |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $14,470 | $554 ▲ | 4.0% | 484,590 | 2.3% | ETF |
NVDA NVIDIA | $13,696 | $113 ▼ | -0.8% | 101,988 | 2.2% | Computer and Technology |
VO Vanguard Mid-Cap ETF | $13,056 | $13,056 ▲ | New Holding | 49,429 | 2.1% | ETF |
AMZN Amazon.com | $13,013 | $413 ▼ | -3.1% | 59,314 | 2.1% | Retail/Wholesale |
IJT iShares S&P Small-Cap 600 Growth ETF | $12,812 | $12,812 ▲ | New Holding | 94,646 | 2.1% | ETF |
PIMCO ETF TR ACTIVE BD ETF
| $10,545 | $335 ▲ | 3.3% | 116,617 | 1.7% | ACTIVE BD ETF |
SMB VanEck Short Muni ETF | $9,707 | $80 ▼ | -0.8% | 567,971 | 1.6% | ETF |
TSLA Tesla | $8,834 | $236 ▲ | 2.7% | 21,876 | 1.4% | Auto/Tires/Trucks |
REZ iShares Residential and Multisector Real Estate ETF | $8,683 | $8,683 ▲ | New Holding | 107,167 | 1.4% | ETF |
DBEF Xtrackers MSCI EAFE Hedged Equity ETF | $8,412 | $8,412 ▲ | New Holding | 203,196 | 1.4% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $7,944 | $412 ▼ | -4.9% | 145,249 | 1.3% | ETF |
GOOGL Alphabet | $7,490 | $17 ▲ | 0.2% | 39,565 | 1.2% | Computer and Technology |
VAW Vanguard Materials ETF | $7,311 | $73 ▼ | -1.0% | 38,919 | 1.2% | ETF |
GOOG Alphabet | $6,775 | $8 ▼ | -0.1% | 35,575 | 1.1% | Computer and Technology |
PIE Invesco DWA Emerging Markets Momentum ETF | $6,498 | $17 ▲ | 0.3% | 338,068 | 1.0% | ETF |
JPM JPMorgan Chase & Co. | $6,191 | $248 ▼ | -3.8% | 25,828 | 1.0% | Finance |
BRK.B Berkshire Hathaway | $5,992 | $2 ▲ | 0.0% | 13,220 | 1.0% | Finance |
V Visa | $5,864 | $127 ▼ | -2.1% | 18,554 | 0.9% | Business Services |
IWB iShares Russell 1000 ETF | $5,471 | $5,471 ▲ | New Holding | 16,982 | 0.9% | ETF |
BNDX Vanguard Total International Bond ETF | $5,424 | $235 ▼ | -4.2% | 110,583 | 0.9% | ETF |
VONE Vanguard Russell 1000 | $5,156 | $353 ▲ | 7.4% | 19,332 | 0.8% | ETF |
GBDC Golub Capital BDC | $5,116 | $5 ▲ | 0.1% | 337,500 | 0.8% | Finance |
ANGL VanEck Fallen Angel High Yield Bond ETF | $5,018 | $13 ▼ | -0.3% | 175,043 | 0.8% | Manufacturing |
PG Procter & Gamble | $4,848 | $2,884 ▲ | 146.8% | 28,919 | 0.8% | Consumer Staples |
SCHC Schwab International Small-Cap Equity ETF | $4,269 | $4,269 ▲ | New Holding | 124,363 | 0.7% | ETF |
GLD SPDR Gold Shares | $4,222 | $229 ▲ | 5.7% | 17,438 | 0.7% | Finance |
DFUV Dimensional US Marketwide Value ETF | $3,923 | $537 ▼ | -12.0% | 95,871 | 0.6% | ETF |
HD Home Depot | $3,900 | $3,900 ▲ | New Holding | 10,025 | 0.6% | Retail/Wholesale |
FTSD Franklin Liberty Short Duration US Government ETF | $3,735 | $3,735 ▲ | New Holding | 41,381 | 0.6% | ETF |
WMT Walmart | $3,684 | $3,684 ▲ | New Holding | 40,769 | 0.6% | Retail/Wholesale |
AVUV Avantis U.S. Small Cap Value ETF | $3,547 | $231 ▲ | 7.0% | 36,745 | 0.6% | ETF |
VZ Verizon Communications | $3,392 | $39 ▼ | -1.1% | 84,831 | 0.5% | Computer and Technology |
AVGO Broadcom | $3,293 | $58 ▲ | 1.8% | 14,204 | 0.5% | Computer and Technology |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $3,271 | $5 ▲ | 0.1% | 72,824 | 0.5% | ETF |
IVVM iShares Large Cap Moderate Buffer ETF | $3,169 | $873 ▲ | 38.0% | 103,341 | 0.5% | ETF |
IEF iShares 7-10 Year Treasury Bond ETF | $3,126 | $3,126 ▲ | New Holding | 33,809 | 0.5% | ETF |
IWM iShares Russell 2000 ETF | $2,881 | $2,881 ▲ | New Holding | 13,036 | 0.5% | Finance |
XLE Energy Select Sector SPDR Fund | $2,847 | $90 ▼ | -3.1% | 33,234 | 0.5% | ETF |
PYPL PayPal | $2,832 | $98 ▼ | -3.4% | 33,174 | 0.5% | Computer and Technology |
TLT iShares 20+ Year Treasury Bond ETF | $2,808 | $2,808 ▲ | New Holding | 32,152 | 0.5% | ETF |
XOM Exxon Mobil | $2,792 | $69 ▲ | 2.5% | 25,952 | 0.5% | Oils/Energy |
T AT&T | $2,671 | $69 ▼ | -2.5% | 117,314 | 0.4% | Computer and Technology |
IBM International Business Machines | $2,668 | $2,668 ▲ | New Holding | 12,137 | 0.4% | Computer and Technology |
JNJ Johnson & Johnson | $2,451 | $2,451 ▲ | New Holding | 16,948 | 0.4% | Medical |
FIW First Trust Water ETF | $2,439 | $91 ▼ | -3.6% | 23,903 | 0.4% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $2,332 | $9 ▼ | -0.4% | 40,535 | 0.4% | ETF |
MRK Merck & Co., Inc. | $2,184 | $651 ▲ | 42.5% | 21,958 | 0.4% | Medical |
DIS Walt Disney | $2,184 | $2,184 ▲ | New Holding | 19,617 | 0.4% | Consumer Discretionary |
ARGT Global X MSCI Argentina ETF | $2,148 | $2,148 ▲ | New Holding | 25,977 | 0.3% | ETF |
PFE Pfizer | $2,144 | $2,144 ▲ | New Holding | 80,816 | 0.3% | Medical |
PEP PepsiCo | $2,111 | $2,111 ▲ | New Holding | 13,882 | 0.3% | Consumer Staples |
JPST JPMorgan Ultra-Short Income ETF | $1,925 | $9 ▼ | -0.5% | 38,224 | 0.3% | ETF |
CSCO Cisco Systems | $1,872 | $13 ▼ | -0.7% | 31,625 | 0.3% | Computer and Technology |
IAU iShares Gold Trust | $1,849 | $1,297 ▲ | 234.9% | 37,346 | 0.3% | Finance |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $1,786 | $1,786 ▲ | New Holding | 34,550 | 0.3% | Manufacturing |
SCHG Schwab U.S. Large-Cap Growth ETF | $1,663 | $1,663 ▲ | New Holding | 59,676 | 0.3% | ETF |
TUA Simplify Short Term Treasury Futures Strategy ETF | $1,613 | $1,613 ▲ | New Holding | 76,000 | 0.3% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $1,605 | $1,605 ▲ | New Holding | 25,758 | 0.3% | ETF |
PRF Invesco FTSE RAFI US 1000 ETF | $1,556 | | 0.0% | 38,570 | 0.3% | ETF |
GSIE Goldman Sachs ActiveBeta International Equity ETF | $1,540 | $1,540 ▲ | New Holding | 46,205 | 0.2% | ETF |
PALANTIR TECHNOLOGIES INC CL A
| $1,519 | $170 ▼ | -10.1% | 20,081 | 0.2% | COM |
GSG iShares S&P GSCI Commodity-Indexed Trust | $1,517 | $521 ▲ | 52.3% | 69,664 | 0.2% | Finance |
VEU Vanguard FTSE All-World ex-US ETF | $1,406 | $1,406 ▲ | New Holding | 24,497 | 0.2% | ETF |
VTWO Vanguard Russell 2000 ETF | $1,394 | $5 ▲ | 0.4% | 15,605 | 0.2% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $1,342 | $1,342 ▲ | New Holding | 22,092 | 0.2% | ETF |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $1,303 | $221 ▲ | 20.4% | 23,118 | 0.2% | ETF |
VNQ Vanguard Real Estate ETF | $1,197 | $1,197 ▲ | New Holding | 13,432 | 0.2% | ETF |
IVOO Vanguard S&P Mid-Cap 400 ETF | $1,190 | $1,190 ▲ | New Holding | 11,282 | 0.2% | ETF |
CMCSA Comcast | $1,166 | $25 ▲ | 2.2% | 31,068 | 0.2% | Consumer Discretionary |
IEFA iShares Core MSCI EAFE ETF | $1,157 | $65 ▼ | -5.3% | 16,461 | 0.2% | ETF |
BAC Bank of America | $1,136 | $23 ▼ | -1.9% | 25,848 | 0.2% | Finance |
NAPR Innovator Growth-100 Power Buffer ETF - April | $1,118 | | 0.0% | 22,181 | 0.2% | ETF |
ARCC Ares Capital | $1,086 | $29 ▲ | 2.7% | 49,612 | 0.2% | Finance |
SLV iShares Silver Trust | $1,076 | $48 ▲ | 4.7% | 40,849 | 0.2% | ETF |
GOLDMAN SACHS ETF TR NASDAQ 100 CORE
| $1,034 | $237 ▲ | 29.7% | 21,099 | 0.2% | CORE |
MFIC MidCap Financial Investment | $1,006 | $32 ▼ | -3.1% | 74,601 | 0.2% | Finance |
BND Vanguard Total Bond Market ETF | $1,004 | $1,004 ▲ | New Holding | 13,956 | 0.2% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $986 | $986 ▲ | New Holding | 10,645 | 0.2% | Manufacturing |
NJAN Innovator Growth-100 Power Buffer ETF - January | $949 | | 0.0% | 19,731 | 0.2% | ETF |
OXY Occidental Petroleum | $943 | $943 ▲ | New Holding | 19,087 | 0.2% | Oils/Energy |
DSL DoubleLine Income Solutions Fund | $928 | $928 ▲ | New Holding | 73,813 | 0.1% | Financial Services |
ISHARES BITCOIN TRUST ETF SHS BEN INT
| $925 | $151 ▲ | 19.4% | 17,442 | 0.1% | NA |
LNC Lincoln National | $922 | $922 ▲ | New Holding | 29,068 | 0.1% | Finance |
PDI PIMCO Dynamic Income Fund | $894 | $24 ▲ | 2.8% | 48,761 | 0.1% | Financial Services |
IWR iShares Russell Mid-Cap ETF | $889 | $889 ▲ | New Holding | 10,062 | 0.1% | ETF |
FSK FS KKR Capital | $881 | $881 ▲ | New Holding | 40,572 | 0.1% | Finance |
KJUL Innovator U.S. Small Cap Power Buffer ETF - July | $875 | | 0.0% | 29,719 | 0.1% | ETF |
SCHD Schwab US Dividend Equity ETF | $851 | $851 ▲ | New Holding | 31,142 | 0.1% | ETF |
BAPR Innovator U.S. Equity Buffer ETF - April | $834 | | 0.0% | 18,820 | 0.1% | ETF |
GOLDMAN SACHS ETF TR S&P 500 CORE PRE
| $833 | $300 ▲ | 56.4% | 16,837 | 0.1% | COM |
JULH Premium Income 20 Barrier ETF | $828 | | 0.0% | 33,201 | 0.1% | ETF |
JULJ Premium Income 30 Barrier ETF | $798 | | 0.0% | 32,038 | 0.1% | ETF |
