VOO Vanguard S&P 500 ETF | $275,310,329 | $5,415,576 ▼ | -1.9% | 585,792 | 6.6% | ETF |
VUG Vanguard Growth ETF | $218,146,162 | $16,362,708 ▼ | -7.0% | 643,518 | 5.2% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $204,496,337 | $204,287,563 ▲ | 97,851.2% | 2,342,992 | 4.9% | Manufacturing |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $141,609,197 | $26,210,526 ▲ | 22.7% | 5,104,874 | 3.4% | ETF |
IEFA iShares Core MSCI EAFE ETF | $137,796,860 | $33,446,009 ▲ | 32.1% | 1,878,109 | 3.3% | ETF |
UPS United Parcel Service | $131,991,616 | $2,907,076 ▲ | 2.3% | 901,397 | 3.1% | Transportation |
IVV iShares Core S&P 500 ETF | $120,093,338 | $23,434,739 ▲ | 24.2% | 233,717 | 2.9% | ETF |
AAPL Apple | $96,327,896 | $27,011,700 ▲ | 39.0% | 525,291 | 2.3% | Computer and Technology |
MSFT Microsoft | $83,635,051 | $35,939,042 ▲ | 75.4% | 205,663 | 2.0% | Computer and Technology |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | $82,734,517 | $18,452,396 ▲ | 28.7% | 1,659,004 | 2.0% | Manufacturing |
VTI Vanguard Total Stock Market ETF | $73,885,565 | $1,733,133 ▲ | 2.4% | 291,427 | 1.8% | ETF |
VGSH Vanguard Short-Term Treasury Index ETF | $58,453,485 | $2,237,309 ▼ | -3.7% | 1,012,357 | 1.4% | ETF |
MGV Vanguard Mega Cap Value Index Fund | $57,540,679 | $20,531,650 ▲ | 55.5% | 496,940 | 1.4% | ETF |
MGK Vanguard Mega Cap Growth ETF | $54,974,652 | $19,224,094 ▲ | 53.8% | 195,250 | 1.3% | ETF |
SCHD Schwab US Dividend Equity ETF | $53,588,194 | $186,835,195 ▼ | -77.7% | 687,292 | 1.3% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $53,010,428 | $23,743,876 ▼ | -30.9% | 1,270,319 | 1.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $50,479,552 | $38,113,038 ▲ | 308.2% | 342,027 | 1.2% | Finance |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $46,717,284 | $3,185,830 ▲ | 7.3% | 466,054 | 1.1% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $46,618,070 | $3,506,002 ▲ | 8.1% | 645,233 | 1.1% | ETF |
AMZN Amazon.com | $41,953,094 | $17,094,815 ▲ | 68.8% | 225,300 | 1.0% | Retail/Wholesale |
SPLG SPDR Portfolio S&P 500 ETF | $36,896,165 | $325,724 ▼ | -0.9% | 613,607 | 0.9% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $36,520,518 | $9,164,685 ▲ | 33.5% | 736,895 | 0.9% | ETF |
QQQ Invesco QQQ | $35,553,902 | $1,189,732 ▲ | 3.5% | 81,643 | 0.8% | Finance |
BRK.B Berkshire Hathaway | $29,618,490 | $6,106,413 ▲ | 26.0% | 73,886 | 0.7% | Finance |
NVDA NVIDIA | $28,139,523 | $15,483,707 ▲ | 122.3% | 31,693 | 0.7% | Computer and Technology |
VTV Vanguard Value ETF | $27,406,348 | $13,638,492 ▼ | -33.2% | 173,722 | 0.7% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $27,229,893 | $26,636,814 ▲ | 4,491.3% | 235,716 | 0.6% | Manufacturing |
QUAL iShares MSCI USA Quality Factor ETF | $25,567,831 | $546,818 ▼ | -2.1% | 160,612 | 0.6% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $24,231,420 | $1,296,936 ▼ | -5.1% | 453,432 | 0.6% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $23,964,932 | $682,501 ▲ | 2.9% | 495,450 | 0.6% | ETF |
GOOGL Alphabet | $23,075,273 | $8,364,843 ▲ | 56.9% | 137,977 | 0.5% | Computer and Technology |
SPDW SPDR Portfolio Developed World ex-US ETF | $22,051,923 | $9,466,545 ▲ | 75.2% | 622,408 | 0.5% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $18,834,419 | $5,375,660 ▲ | 39.9% | 420,224 | 0.4% | Manufacturing |
XOM Exxon Mobil | $18,739,123 | $9,270,497 ▲ | 97.9% | 161,544 | 0.4% | Oils/Energy |
DYNF BlackRock U.S. Equity Factor Rotation ETF | $17,560,412 | $17,560,412 ▲ | New Holding | 404,711 | 0.4% | ETF |
KORP American Century Diversified Corporate Bond ETF | $17,483,046 | $2,024,913 ▲ | 13.1% | 383,314 | 0.4% | ETF |
IVW iShares S&P 500 Growth ETF | $17,458,696 | $8,156,929 ▲ | 87.7% | 209,412 | 0.4% | ETF |
META Meta Platforms | $17,201,452 | $2,232,664 ▲ | 14.9% | 38,060 | 0.4% | Computer and Technology |
VB Vanguard Small-Cap ETF | $16,542,961 | $12,472,406 ▲ | 306.4% | 75,628 | 0.4% | ETF |
VYM Vanguard High Dividend Yield ETF | $16,493,119 | $15,550,337 ▲ | 1,649.4% | 140,810 | 0.4% | ETF |
SRLN SPDR Blackstone Senior Loan ETF | $16,406,699 | $15,150,056 ▲ | 1,205.6% | 391,849 | 0.4% | ETF |
VOOV Vanguard S&P 500 Value ETF | $16,345,537 | $334,404 ▼ | -2.0% | 93,800 | 0.4% | ETF |
PG Procter & Gamble | $16,164,974 | $5,550,702 ▲ | 52.3% | 98,291 | 0.4% | Consumer Staples |
GOOG Alphabet | $15,683,793 | $7,591,707 ▲ | 93.8% | 92,809 | 0.4% | Computer and Technology |
VOOG Vanguard S&P 500 Growth ETF | $15,517,423 | $34,872 ▼ | -0.2% | 51,618 | 0.4% | ETF |
JHMD John Hancock Multifactor Developed International ETF | $15,418,371 | $1,208,438 ▲ | 8.5% | 453,682 | 0.4% | ETF |
BND Vanguard Total Bond Market ETF | $14,537,626 | $5,754,802 ▲ | 65.5% | 203,751 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $14,492,314 | $5,901,440 ▲ | 68.7% | 76,071 | 0.3% | Finance |
JNJ Johnson & Johnson | $14,179,053 | $3,730,269 ▲ | 35.7% | 94,989 | 0.3% | Medical |
COST Costco Wholesale | $14,162,315 | $4,893,356 ▲ | 52.8% | 19,038 | 0.3% | Retail/Wholesale |
SCHO Schwab Short-Term U.S. Treasury ETF | $13,766,799 | $11,070,064 ▲ | 410.5% | 287,227 | 0.3% | ETF |
SPTS SPDR Portfolio Short Term Treasury ETF | $13,737,322 | $9,513,489 ▲ | 225.2% | 477,986 | 0.3% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $13,175,639 | $482,670 ▼ | -3.5% | 424,884 | 0.3% | ETF |
HD Home Depot | $12,957,901 | $4,697,346 ▲ | 56.9% | 37,795 | 0.3% | Retail/Wholesale |
XLF Financial Select Sector SPDR Fund | $12,891,479 | $5,244,407 ▲ | 68.6% | 317,916 | 0.3% | ETF |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $12,481,954 | $4,712,669 ▲ | 60.7% | 216,475 | 0.3% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $12,339,990 | $5,671,301 ▲ | 85.0% | 275,754 | 0.3% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $12,091,974 | $4,203,233 ▲ | 53.3% | 152,561 | 0.3% | ETF |
EFV iShares MSCI EAFE Value ETF | $11,609,247 | $4,507,887 ▼ | -28.0% | 212,760 | 0.3% | ETF |
V Visa | $11,578,834 | $5,623,760 ▲ | 94.4% | 43,126 | 0.3% | Business Services |
CVX Chevron | $11,532,483 | $4,753,948 ▲ | 70.1% | 71,966 | 0.3% | Oils/Energy |
IUS Invesco RAFI Strategic US ETF | $11,473,202 | $11,854,447 ▼ | -50.8% | 249,961 | 0.3% | Manufacturing |
IVE iShares S&P 500 Value ETF | $11,376,337 | $10,983,962 ▲ | 2,799.4% | 63,090 | 0.3% | ETF |
JMBS Janus Henderson Mortgage-Backed Securities ETF | $11,366,365 | $1,293,103 ▲ | 12.8% | 257,916 | 0.3% | ETF |
VIG Vanguard Dividend Appreciation ETF | $11,257,938 | $9,021,426 ▲ | 403.4% | 63,626 | 0.3% | ETF |
USFR WisdomTree Bloomberg Floating Rate Treasury Fund | $11,228,261 | $252,102 ▲ | 2.3% | 222,871 | 0.3% | Finance |
VO Vanguard Mid-Cap ETF | $11,115,181 | $8,418,246 ▲ | 312.1% | 46,098 | 0.3% | ETF |
EFG iShares MSCI EAFE Growth ETF | $10,797,703 | $500,542 ▲ | 4.9% | 106,760 | 0.3% | ETF |
XLE Energy Select Sector SPDR Fund | $10,676,660 | $4,739,124 ▲ | 79.8% | 115,336 | 0.3% | ETF |
SJNK SPDR Bloomberg Short Term High Yield Bond ETF | $10,540,426 | $9,882,290 ▲ | 1,501.6% | 421,786 | 0.3% | ETF |
XLK Technology Select Sector SPDR Fund | $10,418,969 | $4,818,462 ▲ | 86.0% | 51,439 | 0.2% | ETF |
IYW iShares U.S. Technology ETF | $10,359,524 | $2,216,367 ▲ | 27.2% | 78,380 | 0.2% | Manufacturing |
BTT Blackrock Municipal 2030 Target Term Trust | $10,111,799 | $645,827 ▼ | -6.0% | 491,102 | 0.2% | Financial Services |
PTF Invesco Dorsey Wright Technology Momentum ETF | $9,872,447 | $1,492,236 ▲ | 17.8% | 178,139 | 0.2% | ETF |
VXF Vanguard Extended Market ETF | $9,841,863 | $9,402,975 ▼ | -48.9% | 58,416 | 0.2% | ETF |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $9,790,209 | $8,638,822 ▲ | 750.3% | 231,995 | 0.2% | ETF |
LLY Eli Lilly and Company | $9,600,124 | $6,267,789 ▲ | 188.1% | 13,062 | 0.2% | Medical |
PEP PepsiCo | $9,547,368 | $3,533,759 ▲ | 58.8% | 54,200 | 0.2% | Consumer Staples |
VOE Vanguard Mid-Cap Value ETF | $9,238,235 | $1,145,610 ▲ | 14.2% | 61,335 | 0.2% | ETF |
XLC Communication Services Select Sector SPDR Fund | $9,228,922 | $4,510,709 ▲ | 95.6% | 115,059 | 0.2% | ETF |
ARCC Ares Capital | $9,202,350 | $8,927,804 ▲ | 3,251.8% | 446,499 | 0.2% | Finance |
TSLA Tesla | $9,162,187 | $1,029,879 ▼ | -10.1% | 50,567 | 0.2% | Auto/Tires/Trucks |
VBR Vanguard Small-Cap Value ETF | $9,068,437 | $917,695 ▲ | 11.3% | 49,221 | 0.2% | ETF |
XLV Health Care Select Sector SPDR Fund | $8,660,842 | $1,247,182 ▲ | 16.8% | 61,499 | 0.2% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $8,533,692 | $1,051,279 ▲ | 14.1% | 141,357 | 0.2% | ETF |
BKLN Invesco Senior Loan ETF | $8,525,586 | $185,386 ▲ | 2.2% | 402,720 | 0.2% | ETF |
MA Mastercard | $8,515,501 | $4,753,457 ▲ | 126.4% | 19,197 | 0.2% | Business Services |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $8,264,890 | $170,504 ▲ | 2.1% | 111,537 | 0.2% | Manufacturing |
JAAA Janus Henderson AAA CLO ETF | $8,037,979 | $127,765 ▲ | 1.6% | 158,916 | 0.2% | ETF |
IBDP iShares iBonds Dec 2024 Term Corporate ETF | $7,963,290 | $152,222 ▼ | -1.9% | 318,277 | 0.2% | ETF |
AVGO Broadcom | $7,850,551 | $3,828,134 ▲ | 95.2% | 6,142 | 0.2% | Computer and Technology |
BLK BlackRock | $7,697,306 | $1,556,115 ▲ | 25.3% | 10,076 | 0.2% | Finance |
MBB iShares MBS ETF | $7,688,393 | $138,816 ▲ | 1.8% | 84,795 | 0.2% | ETF |
TGT Target | $7,575,306 | $1,062,973 ▲ | 16.3% | 47,933 | 0.2% | Retail/Wholesale |
CWI SPDR MSCI ACWI ex-US ETF | $7,513,221 | $78,954 ▼ | -1.0% | 264,830 | 0.2% | ETF |
SPGI S&P Global | $7,475,314 | $1,784,858 ▲ | 31.4% | 17,582 | 0.2% | Business Services |
HON Honeywell International | $7,415,382 | $1,613,487 ▲ | 27.8% | 37,870 | 0.2% | Multi-Sector Conglomerates |
EMXC iShares MSCI Emerging Markets ex China ETF | $7,405,024 | $4,128,712 ▲ | 126.0% | 128,337 | 0.2% | Manufacturing |
BSX Boston Scientific | $7,388,065 | $665,920 ▲ | 9.9% | 101,415 | 0.2% | Medical |
VOT Vanguard Mid-Cap Growth ETF | $7,345,490 | $29,325 ▲ | 0.4% | 32,313 | 0.2% | ETF |
