VOO Vanguard S&P 500 ETF | $287,762,302 | $5,209,854 ▼ | -1.8% | 575,375 | 6.3% | ETF |
VUG Vanguard Growth ETF | $234,790,068 | $5,892,155 ▼ | -2.4% | 627,764 | 5.2% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $229,393,729 | $22,905,866 ▲ | 11.1% | 2,602,902 | 5.1% | Manufacturing |
IEFA iShares Core MSCI EAFE ETF | $139,925,502 | $3,499,650 ▲ | 2.6% | 1,926,287 | 3.1% | ETF |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $130,492,562 | $12,546,011 ▼ | -8.8% | 4,657,122 | 2.9% | ETF |
IVV iShares Core S&P 500 ETF | $128,824,931 | $928,101 ▲ | 0.7% | 235,413 | 2.8% | ETF |
UPS United Parcel Service | $121,321,752 | $2,034,412 ▼ | -1.6% | 886,531 | 2.7% | Transportation |
AAPL Apple | $111,495,453 | $858,697 ▲ | 0.8% | 529,368 | 2.5% | Computer and Technology |
MSFT Microsoft | $90,363,567 | $1,557,623 ▼ | -1.7% | 202,178 | 2.0% | Computer and Technology |
MBB iShares MBS ETF | $81,444,101 | $73,659,072 ▲ | 946.2% | 887,094 | 1.8% | ETF |
VTI Vanguard Total Stock Market ETF | $78,180,565 | $220,963 ▲ | 0.3% | 292,253 | 1.7% | ETF |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | $66,873,358 | $16,425,251 ▼ | -19.7% | 1,331,873 | 1.5% | Manufacturing |
MGK Vanguard Mega Cap Growth ETF | $66,640,923 | $5,291,306 ▲ | 8.6% | 212,090 | 1.5% | ETF |
MGV Vanguard Mega Cap Value ETF | $61,566,413 | $2,679,047 ▲ | 4.5% | 519,548 | 1.4% | ETF |
VGSH Vanguard Short-Term Treasury Index ETF | $57,697,753 | $1,008,852 ▼ | -1.7% | 994,960 | 1.3% | ETF |
AVDV Avantis International Small Cap Value ETF | $57,243,469 | $57,243,469 ▲ | New Holding | 881,347 | 1.3% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $54,818,648 | $24,769,598 ▲ | 82.4% | 430,018 | 1.2% | Manufacturing |
SPY SPDR S&P 500 ETF Trust | $51,919,405 | $182,495 ▼ | -0.4% | 340,829 | 1.1% | Finance |
SPYG SPDR Portfolio S&P 500 Growth ETF | $51,543,421 | $159,138 ▼ | -0.3% | 643,247 | 1.1% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $50,795,496 | $1,960,838 ▼ | -3.7% | 1,223,104 | 1.1% | ETF |
AMZN Amazon.com | $44,295,006 | $755,800 ▲ | 1.7% | 229,211 | 1.0% | Retail/Wholesale |
NVDA NVIDIA | $42,884,388 | $38,969,040 ▲ | 995.3% | 347,130 | 0.9% | Computer and Technology |
QQQ Invesco QQQ | $40,082,968 | $966,848 ▲ | 2.5% | 83,661 | 0.9% | Finance |
SPLG SPDR Portfolio S&P 500 ETF | $39,440,685 | $169,856 ▲ | 0.4% | 616,261 | 0.9% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $37,846,773 | $1,429,424 ▲ | 3.9% | 765,819 | 0.8% | ETF |
SCHD Schwab US Dividend Equity ETF | $35,258,738 | $18,185,120 ▼ | -34.0% | 453,430 | 0.8% | ETF |
BRK.B Berkshire Hathaway | $31,380,358 | $1,323,719 ▲ | 4.4% | 77,140 | 0.7% | Finance |
IEMG iShares Core MSCI Emerging Markets ETF | $28,149,658 | $3,877,445 ▲ | 16.0% | 525,867 | 0.6% | ETF |
IVW iShares S&P 500 Growth ETF | $27,931,739 | $8,552,738 ▲ | 44.1% | 301,834 | 0.6% | ETF |
VTV Vanguard Value ETF | $27,928,860 | $62,079 ▲ | 0.2% | 174,109 | 0.6% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $27,748,537 | $322,395 ▲ | 1.2% | 162,500 | 0.6% | ETF |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $26,955,686 | $19,952,659 ▼ | -42.5% | 267,816 | 0.6% | ETF |
GOOGL Alphabet | $25,767,385 | $634,795 ▲ | 2.5% | 141,462 | 0.6% | Computer and Technology |
SPYV SPDR Portfolio S&P 500 Value ETF | $23,699,572 | $448,652 ▼ | -1.9% | 486,245 | 0.5% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $22,960,636 | $1,126,559 ▲ | 5.2% | 654,522 | 0.5% | ETF |
SPTS SPDR Portfolio Short Term Treasury ETF | $22,780,776 | $8,981,316 ▲ | 65.1% | 789,081 | 0.5% | ETF |
GOOG Alphabet | $21,051,411 | $4,028,440 ▲ | 23.7% | 114,772 | 0.5% | Computer and Technology |
META Meta Platforms | $20,455,395 | $1,264,596 ▲ | 6.6% | 40,568 | 0.5% | Computer and Technology |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $19,163,283 | $166,167 ▲ | 0.9% | 408,251 | 0.4% | ETF |
XOM Exxon Mobil | $18,644,874 | $47,890 ▲ | 0.3% | 161,960 | 0.4% | Oils/Energy |
IUSB iShares Core Total USD Bond Market ETF | $18,422,368 | $580,173 ▼ | -3.1% | 407,394 | 0.4% | Manufacturing |
KORP American Century Diversified Corporate Bond ETF | $18,099,677 | $459,556 ▲ | 2.6% | 393,300 | 0.4% | ETF |
VOOG Vanguard S&P 500 Growth ETF | $17,734,561 | $522,517 ▲ | 3.0% | 53,185 | 0.4% | ETF |
VYM Vanguard High Dividend Yield ETF | $17,101,590 | $401,578 ▲ | 2.4% | 144,196 | 0.4% | ETF |
VB Vanguard Small-Cap ETF | $17,077,971 | $588,053 ▲ | 3.6% | 78,325 | 0.4% | ETF |
JPM JPMorgan Chase & Co. | $16,598,755 | $1,212,555 ▲ | 7.9% | 82,066 | 0.4% | Finance |
EFG iShares MSCI EAFE Growth ETF | $16,362,271 | $5,440,723 ▲ | 49.8% | 159,944 | 0.4% | ETF |
PG Procter & Gamble | $16,303,841 | $93,675 ▲ | 0.6% | 98,859 | 0.4% | Consumer Staples |
VOOV Vanguard S&P 500 Value ETF | $16,266,454 | $221,658 ▼ | -1.3% | 92,539 | 0.4% | ETF |
SRLN SPDR Blackstone Senior Loan ETF | $16,202,866 | $176,438 ▼ | -1.1% | 387,628 | 0.4% | ETF |
COST Costco Wholesale | $16,083,230 | $98,597 ▼ | -0.6% | 18,922 | 0.4% | Retail/Wholesale |
JHMD John Hancock Multifactor Developed International ETF | $15,202,212 | $71,903 ▲ | 0.5% | 455,838 | 0.3% | ETF |
USFR WisdomTree Bloomberg Floating Rate Treasury Fund | $14,824,303 | $3,611,656 ▲ | 32.2% | 294,659 | 0.3% | Finance |
JNJ Johnson & Johnson | $14,328,949 | $445,350 ▲ | 3.2% | 98,036 | 0.3% | Medical |
VMBS Vanguard Mortgage-Backed Securities ETF | $14,146,749 | $1,627,501 ▲ | 13.0% | 311,602 | 0.3% | ETF |
LLY Eli Lilly and Company | $14,137,859 | $2,311,492 ▲ | 19.5% | 15,615 | 0.3% | Medical |
HD Home Depot | $14,096,831 | $1,086,411 ▲ | 8.4% | 40,951 | 0.3% | Retail/Wholesale |
AVGO Broadcom | $13,841,178 | $3,980,081 ▲ | 40.4% | 8,621 | 0.3% | Computer and Technology |
DFAC Dimensional U.S. Core Equity 2 ETF | $13,630,547 | $67,704 ▼ | -0.5% | 422,784 | 0.3% | ETF |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $13,424,408 | $819,064 ▲ | 6.5% | 230,541 | 0.3% | ETF |
XLF Financial Select Sector SPDR Fund | $12,904,281 | $165,262 ▼ | -1.3% | 313,896 | 0.3% | ETF |
IYW iShares U.S. Technology ETF | $12,189,299 | $393,106 ▲ | 3.3% | 80,992 | 0.3% | Manufacturing |
IVE iShares S&P 500 Value ETF | $12,128,195 | $645,223 ▲ | 5.6% | 66,635 | 0.3% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $11,921,644 | $272,561 ▼ | -2.2% | 149,151 | 0.3% | ETF |
VIG Vanguard Dividend Appreciation ETF | $11,918,422 | $303,578 ▲ | 2.6% | 65,289 | 0.3% | ETF |
CVX Chevron | $11,914,428 | $657,437 ▲ | 5.8% | 76,169 | 0.3% | Oils/Energy |
IUS Invesco RAFI Strategic US ETF | $11,903,015 | $47,382 ▲ | 0.4% | 250,960 | 0.3% | Manufacturing |
BND Vanguard Total Bond Market ETF | $11,900,257 | $2,779,971 ▼ | -18.9% | 165,167 | 0.3% | ETF |
V Visa | $11,823,489 | $504,205 ▲ | 4.5% | 45,047 | 0.3% | Business Services |
JMBS Janus Henderson Mortgage-Backed Securities ETF | $11,816,121 | $300,182 ▲ | 2.6% | 264,639 | 0.3% | ETF |
XLK Technology Select Sector SPDR Fund | $11,484,638 | $152,480 ▼ | -1.3% | 50,765 | 0.3% | ETF |
VO Vanguard Mid-Cap ETF | $11,402,238 | $241,859 ▲ | 2.2% | 47,097 | 0.3% | ETF |
PTF Invesco Dorsey Wright Technology Momentum ETF | $10,940,753 | $93,158 ▼ | -0.8% | 176,635 | 0.2% | ETF |
XLE Energy Select Sector SPDR Fund | $10,619,627 | $106,737 ▲ | 1.0% | 116,507 | 0.2% | ETF |
SJNK SPDR Bloomberg Short Term High Yield Bond ETF | $10,533,115 | $1,124 ▲ | 0.0% | 421,831 | 0.2% | ETF |
BTT Blackrock Municipal 2030 Target Term Trust | $10,134,941 | $65,239 ▼ | -0.6% | 487,961 | 0.2% | Financial Services |
XLC Communication Services Select Sector SPDR Fund | $9,886,734 | $30,752 ▲ | 0.3% | 115,418 | 0.2% | ETF |
TSLA Tesla | $9,689,340 | $316,804 ▼ | -3.2% | 48,966 | 0.2% | Auto/Tires/Trucks |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $9,648,680 | $141,496 ▼ | -1.4% | 228,642 | 0.2% | ETF |
VXF Vanguard Extended Market ETF | $9,545,189 | $314,792 ▼ | -3.2% | 56,551 | 0.2% | ETF |
ARCC Ares Capital | $9,289,060 | $15,984 ▼ | -0.2% | 445,732 | 0.2% | Finance |
MA Mastercard | $9,214,911 | $745,998 ▲ | 8.8% | 20,888 | 0.2% | Business Services |
PEP PepsiCo | $9,115,010 | $175,815 ▲ | 2.0% | 55,266 | 0.2% | Consumer Staples |
VOE Vanguard Mid-Cap Value ETF | $9,065,639 | $160,960 ▼ | -1.7% | 60,265 | 0.2% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $8,885,637 | $180,140 ▲ | 2.1% | 113,845 | 0.2% | Manufacturing |
XLV Health Care Select Sector SPDR Fund | $8,774,460 | $189,038 ▼ | -2.1% | 60,202 | 0.2% | ETF |
VBR Vanguard Small-Cap Value ETF | $8,715,544 | $268,305 ▼ | -3.0% | 47,751 | 0.2% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $8,391,270 | $244,238 ▼ | -2.8% | 137,359 | 0.2% | ETF |
HON Honeywell International | $8,386,388 | $299,598 ▲ | 3.7% | 39,273 | 0.2% | Multi-Sector Conglomerates |
IBDP iShares iBonds Dec 2024 Term Corporate ETF | $8,366,501 | $368,205 ▲ | 4.6% | 332,929 | 0.2% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $8,316,930 | $5,507,335 ▼ | -39.8% | 172,801 | 0.2% | ETF |
SPGI S&P Global | $8,238,233 | $396,502 ▲ | 5.1% | 18,471 | 0.2% | Business Services |
BLK BlackRock | $8,194,904 | $262,168 ▲ | 3.3% | 10,409 | 0.2% | Finance |
SCHZ Schwab U.S. Aggregate Bond ETF | $8,173,634 | $1,657,881 ▲ | 25.4% | 179,325 | 0.2% | ETF |
BSX Boston Scientific | $8,133,700 | $323,749 ▲ | 4.1% | 105,619 | 0.2% | Medical |
ABBV AbbVie | $8,007,910 | $411,476 ▲ | 5.4% | 46,688 | 0.2% | Medical |
JAAA Janus Henderson AAA CLO ETF | $7,891,358 | $194,311 ▼ | -2.4% | 155,097 | 0.2% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $7,795,583 | $198,024 ▲ | 2.6% | 131,682 | 0.2% | Manufacturing |
EFV iShares MSCI EAFE Value ETF | $7,608,114 | $3,676,681 ▼ | -32.6% | 143,441 | 0.2% | ETF |
CWI SPDR MSCI ACWI ex-US ETF | $7,593,432 | $96,084 ▲ | 1.3% | 268,224 | 0.2% | ETF |
