IVV iShares Core S&P 500 ETF | $951,332,404 | $70,565,676 ▲ | 8.0% | 1,616,043 | 7.0% | ETF |
AAPL Apple | $469,731,885 | $39,682,309 ▲ | 9.2% | 1,875,776 | 3.5% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $440,084,529 | $440,084,529 ▲ | New Holding | 750,895 | 3.3% | Finance |
MSFT Microsoft | $403,641,765 | $28,445,762 ▲ | 7.6% | 957,632 | 3.0% | Computer and Technology |
IJH iShares Core S&P Mid-Cap ETF | $290,718,401 | $31,670,803 ▲ | 12.2% | 4,665,678 | 2.2% | ETF |
AMZN Amazon.com | $225,085,798 | $9,638,461 ▲ | 4.5% | 1,025,962 | 1.7% | Retail/Wholesale |
IJR iShares Core S&P Small-Cap ETF | $209,818,042 | $23,203,004 ▲ | 12.4% | 1,821,021 | 1.6% | ETF |
NVDA NVIDIA | $208,822,774 | $5,601,369 ▲ | 2.8% | 1,555,014 | 1.5% | Computer and Technology |
IVE iShares S&P 500 Value ETF | $195,177,376 | $51,141,931 ▲ | 35.5% | 1,022,513 | 1.4% | ETF |
VIG Vanguard Dividend Appreciation ETF | $181,968,918 | $5,884,690 ▲ | 3.3% | 929,219 | 1.3% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $171,541,166 | $10,211,006 ▲ | 6.3% | 3,587,226 | 1.3% | ETF |
IWF iShares Russell 1000 Growth ETF | $171,345,598 | $13,541,265 ▲ | 8.6% | 426,679 | 1.3% | ETF |
QQQ Invesco QQQ | $169,050,902 | $169,050,902 ▲ | New Holding | 330,675 | 1.3% | Finance |
AVGO Broadcom | $165,035,777 | $25,349,619 ▲ | 18.1% | 711,852 | 1.2% | Computer and Technology |
GOOGL Alphabet | $159,004,671 | $159,004,671 ▲ | New Holding | 839,961 | 1.2% | Computer and Technology |
IEFA iShares Core MSCI EAFE ETF | $143,084,937 | $143,084,937 ▲ | New Holding | 2,035,927 | 1.1% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $142,747,549 | $142,747,549 ▲ | New Holding | 1,422,922 | 1.1% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $140,845,489 | $4,493,409 ▲ | 3.3% | 247,280 | 1.0% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $137,783,822 | $28,072,464 ▲ | 25.6% | 3,128,606 | 1.0% | ETF |
GOOG Alphabet | $137,111,161 | $137,111,161 ▲ | New Holding | 719,970 | 1.0% | Computer and Technology |
V Visa | $123,880,590 | $13,531,554 ▲ | 12.3% | 391,978 | 0.9% | Business Services |
IVW iShares S&P 500 Growth ETF | $122,218,756 | $24,696,358 ▲ | 25.3% | 1,203,770 | 0.9% | ETF |
META Meta Platforms | $120,825,331 | $9,178,460 ▲ | 8.2% | 206,359 | 0.9% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $109,811,239 | $4,049,802 ▲ | 3.8% | 378,908 | 0.8% | ETF |
IWM iShares Russell 2000 ETF | $100,925,838 | $3,226,898 ▲ | 3.3% | 456,761 | 0.7% | Finance |
SDY SPDR S&P Dividend ETF | $100,294,283 | $31,792,507 ▲ | 46.4% | 759,230 | 0.7% | ETF |
JPM JPMorgan Chase & Co. | $97,506,154 | $16,369,323 ▲ | 20.2% | 406,767 | 0.7% | Finance |
IEMG iShares Core MSCI Emerging Markets ETF | $95,797,152 | $95,797,152 ▲ | New Holding | 1,834,492 | 0.7% | ETF |
HD Home Depot | $93,103,010 | $9,501,450 ▲ | 11.4% | 239,346 | 0.7% | Retail/Wholesale |
BRK.B Berkshire Hathaway | $92,982,989 | $13,383,977 ▲ | 16.8% | 205,134 | 0.7% | Finance |
COST Costco Wholesale | $89,892,232 | $10,754,229 ▲ | 13.6% | 98,107 | 0.7% | Retail/Wholesale |
RSP Invesco S&P 500 Equal Weight ETF | $89,472,725 | $11,809,968 ▲ | 15.2% | 510,602 | 0.7% | ETF |
ABBV AbbVie | $88,795,479 | $88,795,479 ▲ | New Holding | 499,693 | 0.7% | Medical |
PG Procter & Gamble | $88,372,790 | $19,614,033 ▲ | 28.5% | 527,127 | 0.7% | Consumer Staples |
UNH UnitedHealth Group | $86,605,742 | $925,724 ▲ | 1.1% | 171,205 | 0.6% | Medical |
LLY Eli Lilly and Company | $83,929,708 | $3,601,388 ▲ | 4.5% | 108,717 | 0.6% | Medical |
SHW Sherwin-Williams | $81,942,526 | $11,766,680 ▲ | 16.8% | 241,057 | 0.6% | Basic Materials |
VGSH Vanguard Short-Term Treasury Index ETF | $81,687,055 | $81,687,055 ▲ | New Holding | 1,404,040 | 0.6% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $75,616,390 | $75,616,390 ▲ | New Holding | 969,317 | 0.6% | ETF |
JNJ Johnson & Johnson | $73,971,773 | $16,406,404 ▲ | 28.5% | 511,491 | 0.5% | Medical |
PULS PGIM Ultra Short Bond ETF | $73,296,521 | $73,296,521 ▲ | New Holding | 1,479,244 | 0.5% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $71,137,462 | $2,939,495 ▲ | 4.3% | 782,332 | 0.5% | ETF |
BKNG Booking | $65,701,458 | $65,701,458 ▲ | New Holding | 13,224 | 0.5% | Retail/Wholesale |
VOO Vanguard S&P 500 ETF | $64,681,428 | $22,857,391 ▲ | 54.7% | 120,045 | 0.5% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $62,357,355 | $47,893,574 ▲ | 331.1% | 2,237,436 | 0.5% | ETF |
MA Mastercard | $62,169,739 | $11,511,920 ▲ | 22.7% | 118,065 | 0.5% | Business Services |
RTX RTX | $61,288,744 | $7,998,098 ▲ | 15.0% | 529,630 | 0.5% | Aerospace |
IWD iShares Russell 1000 Value ETF | $59,319,509 | $2,306,533 ▲ | 4.0% | 320,421 | 0.4% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $59,222,608 | $59,222,608 ▲ | New Holding | 1,145,505 | 0.4% | Manufacturing |
SCHD Schwab US Dividend Equity ETF | $58,441,485 | $47,349,321 ▲ | 426.9% | 2,139,147 | 0.4% | ETF |
CSCO Cisco Systems | $56,562,892 | $56,562,892 ▲ | New Holding | 955,454 | 0.4% | Computer and Technology |
NFLX Netflix | $56,262,800 | $2,547,393 ▲ | 4.7% | 63,123 | 0.4% | Consumer Discretionary |
ORCL Oracle | $55,837,766 | $12,993,096 ▲ | 30.3% | 335,080 | 0.4% | Computer and Technology |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $55,342,358 | $55,342,358 ▲ | New Holding | 2,680,017 | 0.4% | ETF |
ACN Accenture | $54,791,980 | $7,101,934 ▲ | 14.9% | 155,752 | 0.4% | Computer and Technology |
QCOM QUALCOMM | $53,037,678 | $943,689 ▼ | -1.7% | 345,252 | 0.4% | Computer and Technology |
PEP PepsiCo | $52,415,366 | $10,572,728 ▲ | 25.3% | 344,702 | 0.4% | Consumer Staples |
ABT Abbott Laboratories | $51,117,387 | $5,716,584 ▲ | 12.6% | 451,926 | 0.4% | Medical |
VB Vanguard Small-Cap ETF | $51,076,000 | $21,051,138 ▲ | 70.1% | 212,569 | 0.4% | ETF |
VGT Vanguard Information Technology ETF | $49,254,091 | $14,212,503 ▲ | 40.6% | 79,212 | 0.4% | ETF |
XOM Exxon Mobil | $47,737,663 | $47,737,663 ▲ | New Holding | 443,782 | 0.4% | Oils/Energy |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $47,395,896 | $47,395,896 ▲ | New Holding | 2,439,315 | 0.4% | ETF |
WMT Walmart | $47,065,062 | $6,184,913 ▲ | 15.1% | 520,919 | 0.3% | Retail/Wholesale |
BAC Bank of America | $45,520,758 | $6,459,945 ▲ | 16.5% | 1,035,740 | 0.3% | Finance |
USMV iShares MSCI USA Min Vol Factor ETF | $45,448,247 | $45,448,247 ▲ | New Holding | 511,862 | 0.3% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $44,730,589 | $600,808 ▲ | 1.4% | 357,959 | 0.3% | ETF |
VTV Vanguard Value ETF | $44,371,924 | $17,066,255 ▲ | 62.5% | 262,091 | 0.3% | ETF |
HON Honeywell International | $44,044,840 | $306,080 ▲ | 0.7% | 194,984 | 0.3% | Multi-Sector Conglomerates |
TSM Taiwan Semiconductor Manufacturing | $43,480,469 | $317,960 ▲ | 0.7% | 220,165 | 0.3% | Computer and Technology |
MCD McDonald's | $43,124,319 | $4,753,905 ▲ | 12.4% | 148,761 | 0.3% | Retail/Wholesale |
IWN iShares Russell 2000 Value ETF | $42,470,194 | $3,657,878 ▲ | 9.4% | 258,696 | 0.3% | ETF |
VUG Vanguard Growth ETF | $42,410,862 | $4,799,696 ▲ | 12.8% | 103,330 | 0.3% | ETF |
TSLA Tesla | $41,770,081 | $41,770,081 ▲ | New Holding | 103,432 | 0.3% | Auto/Tires/Trucks |
CB Chubb | $41,119,499 | $41,119,499 ▲ | New Holding | 148,822 | 0.3% | Finance |
XLK Technology Select Sector SPDR Fund | $40,481,912 | $342,734 ▼ | -0.8% | 174,101 | 0.3% | ETF |
IEF iShares 7-10 Year Treasury Bond ETF | $40,346,503 | $40,346,503 ▲ | New Holding | 436,414 | 0.3% | ETF |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $39,898,728 | $39,898,728 ▲ | New Holding | 802,146 | 0.3% | Manufacturing |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $39,625,308 | $39,625,308 ▲ | New Holding | 2,034,153 | 0.3% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $39,472,160 | $39,472,160 ▲ | New Holding | 1,579,518 | 0.3% | ETF |
QLTA iShares Aaa - A Rated Corporate Bond ETF | $38,902,914 | $38,902,914 ▲ | New Holding | 831,436 | 0.3% | ETF |
VZ Verizon Communications | $38,660,913 | $38,660,913 ▲ | New Holding | 966,765 | 0.3% | Computer and Technology |
SYK Stryker | $38,552,280 | $6,004,182 ▲ | 18.4% | 107,075 | 0.3% | Medical |
VHT Vanguard Health Care ETF | $38,335,435 | $6,332,624 ▲ | 19.8% | 151,111 | 0.3% | ETF |
PPA Invesco Aerospace & Defense ETF | $38,323,126 | $38,323,126 ▲ | New Holding | 334,029 | 0.3% | ETF |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $36,969,809 | $36,969,809 ▲ | New Holding | 717,721 | 0.3% | Manufacturing |
ETN Eaton | $36,723,770 | $2,962,938 ▲ | 8.8% | 110,657 | 0.3% | Industrial Products |
PFE Pfizer | $36,601,009 | $18,092,138 ▲ | 97.7% | 1,379,608 | 0.3% | Medical |
APPLOVIN CORP
| $36,205,023 | $36,205,023 ▲ | New Holding | 111,803 | 0.3% | COM CL A |
CVX Chevron | $35,997,237 | $8,042,387 ▲ | 28.8% | 248,531 | 0.3% | Oils/Energy |
VONE Vanguard Russell 1000 | $35,731,664 | $35,731,664 ▲ | New Holding | 133,967 | 0.3% | ETF |
IWR iShares Russell Mid-Cap ETF | $33,357,224 | $1,660,153 ▲ | 5.2% | 377,344 | 0.2% | ETF |
PANW Palo Alto Networks | $33,271,441 | $18,774,664 ▲ | 129.5% | 182,850 | 0.2% | Computer and Technology |
ACIO Aptus Collared Investment Opportunity ETF | $32,115,105 | $32,115,105 ▲ | New Holding | 798,089 | 0.2% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $30,559,643 | $30,559,643 ▲ | New Holding | 895,389 | 0.2% | ETF |
SCHX Schwab US Large-Cap ETF | $30,476,097 | $24,035,069 ▲ | 373.2% | 1,314,758 | 0.2% | ETF |
TLH iShares 10-20 Year Treasury Bond ETF | $30,261,156 | $30,261,156 ▲ | New Holding | 304,010 | 0.2% | ETF |
SCHF Schwab International Equity ETF | $30,179,429 | $18,592,025 ▲ | 160.5% | 1,631,320 | 0.2% | ETF |
EFA iShares MSCI EAFE ETF | $29,858,640 | $3,319,206 ▲ | 12.5% | 394,903 | 0.2% | Finance |
UNP Union Pacific | $29,743,168 | $4,432,856 ▲ | 17.5% | 130,430 | 0.2% | Transportation |
AGG iShares Core U.S. Aggregate Bond ETF | $29,506,691 | $29,506,691 ▲ | New Holding | 304,507 | 0.2% | Finance |
