VTI Vanguard Total Stock Market ETF | $54,301,682 | $297,318 ▼ | -0.5% | 191,770 | 5.0% | ETF |
NMM Navios Maritime Partners | $47,782,243 | $757,447 ▲ | 1.6% | 762,929 | 4.4% | Transportation |
SCHD Schwab US Dividend Equity ETF | $42,826,134 | $1,824,666 ▲ | 4.5% | 506,638 | 3.9% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $42,656,818 | $870,841 ▲ | 2.1% | 409,453 | 3.9% | ETF |
AAPL Apple | $27,988,161 | $3,102,952 ▼ | -10.0% | 120,415 | 2.6% | Computer and Technology |
SCHX Schwab US Large-Cap ETF | $25,849,503 | $496,187 ▲ | 2.0% | 380,980 | 2.4% | ETF |
NVDA NVIDIA | $21,615,502 | $2,952,808 ▼ | -12.0% | 189,955 | 2.0% | Computer and Technology |
FBND Fidelity Total Bond ETF | $21,431,714 | $750,832 ▲ | 3.6% | 458,530 | 2.0% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $20,194,804 | $249,327 ▲ | 1.3% | 199,415 | 1.9% | Finance |
TOTL SPDR Doubleline Total Return Tactical ETF | $17,268,086 | $239,457 ▲ | 1.4% | 417,104 | 1.6% | ETF |
SCHF Schwab International Equity ETF | $16,610,849 | $498,005 ▲ | 3.1% | 403,960 | 1.5% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $15,295,226 | $215,181 ▲ | 1.4% | 183,815 | 1.4% | Manufacturing |
VIG Vanguard Dividend Appreciation ETF | $14,976,799 | $364,631 ▲ | 2.5% | 75,617 | 1.4% | ETF |
SCHA Schwab US Small-Cap ETF | $12,934,411 | $170,825 ▲ | 1.3% | 251,154 | 1.2% | ETF |
DLN WisdomTree U.S. LargeCap Dividend Fund | $12,828,184 | $615,048 ▲ | 5.0% | 163,291 | 1.2% | Finance |
SPY SPDR S&P 500 ETF Trust | $11,774,473 | $2,391,475 ▼ | -16.9% | 86,393 | 1.1% | Finance |
IAGG iShares Core International Aggregate Bond ETF | $11,122,998 | $62,702 ▲ | 0.6% | 214,647 | 1.0% | ETF |
IVV iShares Core S&P 500 ETF | $10,829,519 | $365,118 ▲ | 3.5% | 18,775 | 1.0% | ETF |
MSFT Microsoft | $10,697,561 | $870,765 ▼ | -7.5% | 25,799 | 1.0% | Computer and Technology |
QQQ Invesco QQQ | $10,090,079 | $269,613 ▲ | 2.7% | 43,225 | 0.9% | Finance |
TSLA Tesla | $9,425,241 | $1,322,542 ▼ | -12.3% | 36,025 | 0.9% | Auto/Tires/Trucks |
VOO Vanguard S&P 500 ETF | $9,413,169 | $753,518 ▲ | 8.7% | 17,839 | 0.9% | ETF |
AMZN Amazon.com | $9,310,908 | $636,515 ▼ | -6.4% | 52,763 | 0.9% | Retail/Wholesale |
BRK.B Berkshire Hathaway | $9,269,225 | $1,332,920 ▲ | 16.8% | 20,139 | 0.9% | Finance |
HTAB Hartford Schroders Tax-Aware Bond ETF | $8,691,331 | $544,081 ▲ | 6.7% | 438,735 | 0.8% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $8,685,571 | $526,913 ▲ | 6.5% | 90,958 | 0.8% | Manufacturing |
SCHK Schwab 1000 Index ETF | $8,058,081 | $444,145 ▲ | 5.8% | 145,742 | 0.7% | ETF |
DFUS Dimensional U.S. Equity ETF | $8,056,679 | $1,277,397 ▲ | 18.8% | 129,529 | 0.7% | ETF |
XOM Exxon Mobil | $7,913,445 | $690,888 ▼ | -8.0% | 67,510 | 0.7% | Oils/Energy |
IUSG iShares Core S&P U.S. Growth ETF | $7,621,915 | $313,683 ▲ | 4.3% | 57,781 | 0.7% | Manufacturing |
SCHB Schwab US Broad Market ETF | $7,430,056 | $285,104 ▼ | -3.7% | 111,697 | 0.7% | ETF |
CGGO Capital Group Global Growth Equity ETF | $7,293,393 | $4,209,174 ▼ | -36.6% | 241,904 | 0.7% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $7,113,866 | $124,719 ▲ | 1.8% | 85,616 | 0.7% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $6,995,796 | $171,783 ▲ | 2.5% | 239,746 | 0.6% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $6,729,350 | $293,412 ▲ | 4.6% | 127,426 | 0.6% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $6,245,373 | $165,101 ▲ | 2.7% | 162,091 | 0.6% | ETF |
JNJ Johnson & Johnson | $5,573,562 | $284,415 ▼ | -4.9% | 34,392 | 0.5% | Medical |
GLDM SPDR Gold MiniShares Trust | $5,348,642 | $3,041,003 ▲ | 131.8% | 102,602 | 0.5% | Finance |
EDV Vanguard Extended Duration Treasury ETF | $5,058,007 | $1,107,950 ▲ | 28.0% | 63,479 | 0.5% | ETF |
CGXU Capital Group International Focus Equity ETF | $4,890,093 | $3,038,063 ▲ | 164.0% | 181,316 | 0.4% | ETF |
SO Southern | $4,851,042 | $197,854 ▲ | 4.3% | 53,793 | 0.4% | Utilities |
PG Procter & Gamble | $4,825,921 | $409,622 ▲ | 9.3% | 27,863 | 0.4% | Consumer Staples |
VWO Vanguard FTSE Emerging Markets ETF | $4,763,086 | $84,695 ▲ | 1.8% | 99,542 | 0.4% | ETF |
GDX VanEck Gold Miners ETF | $4,747,776 | $1,195 ▼ | 0.0% | 119,231 | 0.4% | ETF |
DGT SPDR Global Dow ETF | $4,701,715 | $579,563 ▲ | 14.1% | 34,105 | 0.4% | ETF |
FNDX Schwab Fundamental U.S. Large Company Index ETF | $4,517,028 | $2,220,481 ▲ | 96.7% | 62,946 | 0.4% | ETF |
SHV iShares Short Treasury Bond ETF | $4,490,582 | $626,055 ▲ | 16.2% | 40,591 | 0.4% | ETF |
IWF iShares Russell 1000 Growth ETF | $4,414,300 | $55,554 ▲ | 1.3% | 11,760 | 0.4% | ETF |
DFAI Dimensional International Core Equity Market ETF | $4,272,217 | $300,575 ▲ | 7.6% | 134,431 | 0.4% | ETF |
MMIT NYLI MacKay Shields Municipal Intermediate ETF | $4,269,382 | $512,295 ▲ | 13.6% | 173,552 | 0.4% | ETF |
VGT Vanguard Information Technology ETF | $3,858,268 | $205,876 ▼ | -5.1% | 6,578 | 0.4% | ETF |
GOOG Alphabet | $3,803,464 | $1,185,764 ▼ | -23.8% | 22,944 | 0.3% | Computer and Technology |
EMTL SPDR DoubleLine Emerging Markets Fixed Income ETF | $3,801,866 | $53,493 ▲ | 1.4% | 87,419 | 0.3% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $3,790,172 | $45,506 ▲ | 1.2% | 74,128 | 0.3% | Finance |
FNDA Schwab Fundamental U.S. Small Company Index ETF | $3,765,718 | $1,363,557 ▲ | 56.8% | 63,215 | 0.3% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $3,713,167 | $42,435 ▼ | -1.1% | 46,201 | 0.3% | ETF |
MRK Merck & Co., Inc. | $3,681,531 | $704,532 ▲ | 23.7% | 32,419 | 0.3% | Medical |
VB Vanguard Small-Cap ETF | $3,676,009 | $132,362 ▼ | -3.5% | 15,497 | 0.3% | ETF |
ABBV AbbVie | $3,651,151 | $21,328 ▼ | -0.6% | 18,489 | 0.3% | Medical |
DFAS Dimensional U.S. Small Cap ETF | $3,639,684 | $1,185,576 ▲ | 48.3% | 56,116 | 0.3% | ETF |
FJUL FT Vest U.S. Equity Buffer ETF - July | $3,584,003 | $1,443 ▲ | 0.0% | 74,496 | 0.3% | ETF |
FVD First Trust Value Line Dividend Index Fund | $3,581,655 | $987,952 ▲ | 38.1% | 78,735 | 0.3% | ETF |
KO Coca-Cola | $3,551,151 | $259,059 ▲ | 7.9% | 49,417 | 0.3% | Consumer Staples |
VTV Vanguard Value ETF | $3,521,402 | $1,746 ▼ | 0.0% | 20,172 | 0.3% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $3,492,386 | $233,559 ▲ | 7.2% | 8,254 | 0.3% | Finance |
COWZ Pacer US Cash Cows 100 ETF | $3,440,642 | $6,361,163 ▼ | -64.9% | 59,496 | 0.3% | ETF |
FFEB FT Vest U.S. Equity Buffer ETF - February | $3,430,813 | | 0.0% | 70,651 | 0.3% | ETF |
TDIV First Trust NASDAQ Technology Dividend Index Fund | $3,389,142 | $50,107 ▼ | -1.5% | 42,206 | 0.3% | Manufacturing |
JPM JPMorgan Chase & Co. | $3,306,752 | $40,483 ▲ | 1.2% | 15,683 | 0.3% | Finance |
RDVY First Trust NASDAQ Rising Dividend Achievers | $3,306,729 | $124,697 ▼ | -3.6% | 55,847 | 0.3% | Manufacturing |
CAT Caterpillar | $3,255,623 | $2,922,395 ▲ | 877.0% | 8,324 | 0.3% | Industrial Products |
HD Home Depot | $3,163,391 | $83,066 ▼ | -2.6% | 7,807 | 0.3% | Retail/Wholesale |
MGK Vanguard Mega Cap Growth ETF | $3,121,210 | $18,029 ▼ | -0.6% | 9,695 | 0.3% | ETF |
XLP Consumer Staples Select Sector SPDR Fund | $3,088,835 | $4,731 ▲ | 0.2% | 37,215 | 0.3% | ETF |
ITA iShares U.S. Aerospace & Defense ETF | $3,064,919 | $4,489 ▲ | 0.1% | 20,482 | 0.3% | ETF |
VO Vanguard Mid-Cap ETF | $3,030,666 | $67,542 ▼ | -2.2% | 11,487 | 0.3% | ETF |
CB Chubb | $3,019,629 | $156,302 ▼ | -4.9% | 10,471 | 0.3% | Finance |
FMAY FT Vest U.S. Equity Buffer ETF - May | $3,008,267 | $5,767 ▼ | -0.2% | 64,680 | 0.3% | ETF |
CAPE Shiller CAPE U.S. Equities ETF | $2,990,395 | $785,496 ▲ | 35.6% | 101,061 | 0.3% | Finance |
SCHZ Schwab U.S. Aggregate Bond ETF | $2,941,672 | $465,743 ▲ | 18.8% | 61,904 | 0.3% | ETF |
META Meta Platforms | $2,933,221 | $1,525,000 ▼ | -34.2% | 5,124 | 0.3% | Computer and Technology |
MSGS Madison Square Garden Sports | $2,915,848 | | 0.0% | 14,001 | 0.3% | Consumer Discretionary |
VTWO Vanguard Russell 2000 ETF | $2,761,609 | $477,902 ▲ | 20.9% | 30,904 | 0.3% | ETF |
VXUS Vanguard Total International Stock ETF | $2,753,937 | $36,319 ▲ | 1.3% | 42,538 | 0.3% | ETF |
GOOGL Alphabet | $2,742,882 | $109,297 ▲ | 4.2% | 16,538 | 0.3% | Computer and Technology |
VUG Vanguard Growth ETF | $2,734,470 | $71,030 ▲ | 2.7% | 7,122 | 0.3% | ETF |
PULS PGIM Ultra Short Bond ETF | $2,692,451 | $1,253,660 ▲ | 87.1% | 54,087 | 0.2% | ETF |
DIMENSIONAL ETF TRUST
| $2,659,037 | $85,544 ▲ | 3.3% | 41,901 | 0.2% | WORLD EQUITY ETF |
DUHP Dimensional US High Profitability ETF | $2,566,050 | $6,848 ▼ | -0.3% | 75,317 | 0.2% | ETF |
GDXJ VanEck Junior Gold Miners ETF | $2,559,352 | $3,173 ▼ | -0.1% | 52,435 | 0.2% | ETF |
BSV Vanguard Short-Term Bond ETF | $2,534,581 | $224,894 ▲ | 9.7% | 32,210 | 0.2% | ETF |
CVE Cenovus Energy | $2,528,003 | $2,528,003 ▲ | New Holding | 151,106 | 0.2% | Oils/Energy |
MCD McDonald's | $2,512,410 | $738,801 ▲ | 41.7% | 8,250 | 0.2% | Retail/Wholesale |
LOW Lowe's Companies | $2,496,681 | $52,274 ▲ | 2.1% | 9,218 | 0.2% | Retail/Wholesale |
XDEC FT Vest U.S. Equity Enhance & Moderate Buffer ETF - December | $2,472,563 | $441 ▼ | 0.0% | 67,238 | 0.2% | ETF |
PWV Invesco Large Cap Value ETF | $2,310,799 | | 0.0% | 39,622 | 0.2% | ETF |
LMT Lockheed Martin | $2,281,795 | $119,264 ▼ | -5.0% | 3,903 | 0.2% | Aerospace |
RPRX Royalty Pharma | $2,265,491 | $979,145 ▲ | 76.1% | 80,081 | 0.2% | Finance |
IBM International Business Machines | $2,263,165 | $44,658 ▲ | 2.0% | 10,237 | 0.2% | Computer and Technology |
FI Fiserv | $2,252,092 | $38,804 ▼ | -1.7% | 12,536 | 0.2% | Business Services |
