SPY SPDR S&P 500 ETF Trust | $11,112,284 | $306,395 ▲ | 2.8% | 19,367 | 8.1% | Finance |
IVV iShares Core S&P 500 ETF | $9,361,789 | $862,346 ▲ | 10.1% | 16,230 | 6.8% | ETF |
VUG Vanguard Growth ETF | $8,523,301 | $341,700 ▲ | 4.2% | 22,200 | 6.2% | ETF |
VYM Vanguard High Dividend Yield ETF | $5,704,065 | $18,717 ▲ | 0.3% | 44,493 | 4.2% | ETF |
IWF iShares Russell 1000 Growth ETF | $5,010,948 | $131,758 ▲ | 2.7% | 13,349 | 3.7% | ETF |
IJR iShares Core S&P Small-Cap ETF | $4,839,330 | $474,974 ▲ | 10.9% | 41,376 | 3.5% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $4,688,101 | $74,515 ▲ | 1.6% | 88,773 | 3.4% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $4,283,229 | $27,370 ▼ | -0.6% | 51,643 | 3.1% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $4,234,086 | $78,180 ▲ | 1.9% | 80,100 | 3.1% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $3,825,554 | $189,265 ▲ | 5.2% | 61,386 | 2.8% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $3,630,942 | $41,878 ▼ | -1.1% | 14,913 | 2.7% | ETF |
JCPB JPMorgan Core Plus Bond ETF | $3,104,099 | $2,391,450 ▲ | 335.6% | 64,347 | 2.3% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $3,092,670 | $3,733 ▼ | -0.1% | 38,941 | 2.3% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $3,037,943 | $131,577 ▲ | 4.5% | 29,161 | 2.2% | ETF |
SCHD Schwab US Dividend Equity ETF | $2,789,144 | $111,495 ▼ | -3.8% | 32,996 | 2.0% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $2,623,984 | $781,741 ▲ | 42.4% | 33,482 | 1.9% | ETF |
DLN WisdomTree U.S. LargeCap Dividend Fund | $2,242,181 | $674,516 ▲ | 43.0% | 28,541 | 1.6% | Finance |
VB Vanguard Small-Cap ETF | $1,856,405 | $107,693 ▲ | 6.2% | 7,826 | 1.4% | ETF |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $1,845,536 | $65,798 ▼ | -3.4% | 60,949 | 1.3% | ETF |
MGK Vanguard Mega Cap Growth ETF | $1,783,281 | $229,550 ▲ | 14.8% | 5,539 | 1.3% | ETF |
DGRO iShares Core Dividend Growth ETF | $1,719,406 | $244,053 ▲ | 16.5% | 27,427 | 1.3% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $1,680,352 | $83,046 ▼ | -4.7% | 31,909 | 1.2% | Manufacturing |
VTV Vanguard Value ETF | $1,325,978 | $86,583 ▲ | 7.0% | 7,596 | 1.0% | ETF |
VO Vanguard Mid-Cap ETF | $1,304,386 | $28,230 ▲ | 2.2% | 4,944 | 1.0% | ETF |
VT Vanguard Total World Stock ETF | $1,273,275 | $110,605 ▲ | 9.5% | 10,637 | 0.9% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $1,224,085 | $2,843 ▲ | 0.2% | 9,902 | 0.9% | ETF |
MORGAN STANLEY ETF TRUST
| $1,203,314 | $1,203,314 ▲ | New Holding | 23,230 | 0.9% | EATON VANCE TOTA |
FNDX Schwab Fundamental U.S. Large Company Index ETF | $1,192,447 | $35,378 ▲ | 3.1% | 16,617 | 0.9% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $1,168,857 | $149,316 ▲ | 14.6% | 12,110 | 0.9% | ETF |
IVW iShares S&P 500 Growth ETF | $1,073,166 | | 0.0% | 11,208 | 0.8% | ETF |
VBR Vanguard Small-Cap Value ETF | $1,069,354 | $45,376 ▲ | 4.4% | 5,326 | 0.8% | ETF |
SLYV SPDR S&P 600 Small CapValue ETF | $1,039,584 | $2,084 ▲ | 0.2% | 11,974 | 0.8% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $1,013,927 | $3,268 ▼ | -0.3% | 26,995 | 0.7% | ETF |
URTH iShares MSCI World ETF | $1,007,833 | $22,281 ▲ | 2.3% | 6,423 | 0.7% | ETF |
IVE iShares S&P 500 Value ETF | $987,427 | | 0.0% | 5,008 | 0.7% | ETF |
VBK Vanguard Small-Cap Growth ETF | $984,991 | $8,823 ▼ | -0.9% | 3,684 | 0.7% | ETF |
TBUX T. Rowe Price Ultra Short-Term Bond ETF | $969,993 | $969,993 ▲ | New Holding | 19,493 | 0.7% | ETF |
VOE Vanguard Mid-Cap Value ETF | $968,961 | $44,097 ▲ | 4.8% | 5,779 | 0.7% | ETF |
EFA iShares MSCI EAFE ETF | $935,074 | $53,440 ▲ | 6.1% | 11,181 | 0.7% | Finance |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $900,461 | | 0.0% | 19,786 | 0.7% | ETF |
IWR iShares Russell Mid-Cap ETF | $881,136 | $16,570 ▼ | -1.8% | 9,997 | 0.6% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $862,343 | $7,635 ▲ | 0.9% | 9,262 | 0.6% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $859,360 | | 0.0% | 10,815 | 0.6% | ETF |
IWM iShares Russell 2000 ETF | $839,382 | $4,197 ▲ | 0.5% | 3,800 | 0.6% | Finance |
HUBB Hubbell | $757,323 | | 0.0% | 1,768 | 0.6% | Industrial Products |
IUSG iShares Core S&P U.S. Growth ETF | $711,523 | | 0.0% | 5,394 | 0.5% | Manufacturing |
FBND Fidelity Total Bond ETF | $691,087 | $118,157 ▲ | 20.6% | 14,786 | 0.5% | ETF |
MGV Vanguard Mega Cap Value ETF | $684,502 | | 0.0% | 5,336 | 0.5% | ETF |
JSCP JPMorgan Short Duration Core Plus ETF | $683,243 | $372,937 ▲ | 120.2% | 14,378 | 0.5% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $660,159 | | 0.0% | 8,214 | 0.5% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $651,794 | | 0.0% | 6,138 | 0.5% | ETF |
VOOV Vanguard S&P 500 Value ETF | $645,969 | $108,138 ▲ | 20.1% | 3,387 | 0.5% | ETF |
IOO iShares Global 100 ETF | $546,768 | | 0.0% | 5,514 | 0.4% | ETF |
IMCG iShares Morningstar Mid-Cap Growth ETF | $522,100 | | 0.0% | 7,155 | 0.4% | ETF |
VOO Vanguard S&P 500 ETF | $517,536 | $11,606 ▼ | -2.2% | 981 | 0.4% | ETF |
IEFA iShares Core MSCI EAFE ETF | $509,901 | $71,182 ▲ | 16.2% | 6,533 | 0.4% | ETF |
IWY iShares Russell Top 200 Growth ETF | $467,166 | $17,384 ▲ | 3.9% | 2,123 | 0.3% | ETF |
META Meta Platforms | $457,952 | $55,527 ▼ | -10.8% | 800 | 0.3% | Computer and Technology |
IJK iShares S&P Mid-Cap 400 Growth ETF | $457,168 | $49,458 ▲ | 12.1% | 4,973 | 0.3% | ETF |
SCHF Schwab International Equity ETF | $439,532 | $5,839 ▼ | -1.3% | 10,689 | 0.3% | ETF |
USRT iShares Core U.S. REIT ETF | $426,003 | | 0.0% | 6,919 | 0.3% | ETF |
IVOG Vanguard S&P Mid-Cap 400 Growth ETF | $421,838 | | 0.0% | 3,680 | 0.3% | ETF |
BND Vanguard Total Bond Market ETF | $419,189 | | 0.0% | 5,581 | 0.3% | ETF |
DE Deere & Company | $375,597 | | 0.0% | 900 | 0.3% | Industrial Products |
SDY SPDR S&P Dividend ETF | $352,117 | | 0.0% | 2,479 | 0.3% | ETF |
ILCB iShares Morningstar U.S. Equity ETF | $351,555 | | 0.0% | 4,437 | 0.3% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $322,260 | | 0.0% | 6,304 | 0.2% | ETF |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $319,726 | $11,095 ▼ | -3.4% | 6,340 | 0.2% | Manufacturing |
FNDF Schwab Fundamental International Large Company Index ETF | $317,196 | $19,021 ▲ | 6.4% | 8,488 | 0.2% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $280,035 | $2,233 ▼ | -0.8% | 5,893 | 0.2% | ETF |
IWB iShares Russell 1000 ETF | $273,205 | $77,969 ▲ | 39.9% | 869 | 0.2% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $266,328 | $1,071 ▼ | -0.4% | 5,471 | 0.2% | Manufacturing |
IJS iShares S&P Small-Cap 600 Value ETF | $262,851 | $1,292 ▲ | 0.5% | 2,442 | 0.2% | ETF |
TSPA T. Rowe Price U.S. Equity Research ETF | $253,678 | $19,572 ▼ | -7.2% | 7,025 | 0.2% | Manufacturing |
KKR KKR & Co. Inc. | $247,710 | | 0.0% | 1,897 | 0.2% | Finance |
IUSB iShares Core Total USD Bond Market ETF | $245,637 | | 0.0% | 5,213 | 0.2% | Manufacturing |
D Dominion Energy | $242,429 | | 0.0% | 4,195 | 0.2% | Utilities |
VTI Vanguard Total Stock Market ETF | $235,306 | $1,133 ▲ | 0.5% | 831 | 0.2% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $228,566 | $3,342 ▼ | -1.4% | 2,257 | 0.2% | Finance |
AMZN Amazon.com | $214,838 | $12,111 ▼ | -5.3% | 1,153 | 0.2% | Retail/Wholesale |
XOM Exxon Mobil | $210,996 | | 0.0% | 1,800 | 0.2% | Oils/Energy |
BINC iShares Flexible Income Active ETF | $210,406 | $109,886 ▲ | 109.3% | 3,931 | 0.2% | ETF |
BRK.B Berkshire Hathaway | $186,566 | | 0.0% | 406 | 0.1% | Finance |
VEU Vanguard FTSE All-World ex-US ETF | $176,463 | | 0.0% | 2,801 | 0.1% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $174,641 | $418 ▼ | -0.2% | 1,252 | 0.1% | ETF |
RUNN Running Oak Efficient Growth ETF | $164,196 | $12,335 ▲ | 8.1% | 4,912 | 0.1% | ETF |
MDYG SPDR S&P 400 Mid CapGrowth ETF | $163,109 | | 0.0% | 1,859 | 0.1% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $160,998 | $78,038 ▲ | 94.1% | 3,173 | 0.1% | ETF |
AAPL Apple | $160,304 | | 0.0% | 688 | 0.1% | Computer and Technology |
VIOG Vanguard S&P Small-Cap 600 Growth ETF | $153,798 | | 0.0% | 1,284 | 0.1% | ETF |
TCAF T. Rowe Price Capital Appreciation Equity ETF | $152,844 | $4,622 ▼ | -2.9% | 4,597 | 0.1% | ETF |
PULS PGIM Ultra Short Bond ETF | $152,227 | | 0.0% | 3,058 | 0.1% | ETF |
VGSH Vanguard Short-Term Treasury Index ETF | $151,858 | | 0.0% | 2,573 | 0.1% | ETF |
IWO iShares Russell 2000 Growth ETF | $147,396 | | 0.0% | 519 | 0.1% | ETF |
VPU Vanguard Utilities ETF | $135,237 | | 0.0% | 777 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $126,516 | $114,075 ▲ | 916.9% | 600 | 0.1% | Finance |
NVDA NVIDIA | $121,561 | $13,966 ▼ | -10.3% | 1,001 | 0.1% | Computer and Technology |
BSV Vanguard Short-Term Bond ETF | $118,507 | | 0.0% | 1,506 | 0.1% | ETF |
GLD SPDR Gold Shares | $117,641 | $1,215 ▼ | -1.0% | 484 | 0.1% | Finance |
NULG Nuveen ESG Large-Cap Growth ETF | $115,351 | | 0.0% | 1,396 | 0.1% | ETF |
