AAPL Apple | $119,709,493 | $35,477,022 ▲ | 42.1% | 513,775 | 3.8% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $116,098,714 | $27,395,626 ▲ | 30.9% | 220,021 | 3.6% | ETF |
MSFT Microsoft | $66,129,981 | $42,522,366 ▲ | 180.1% | 153,683 | 2.1% | Computer and Technology |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $60,419,847 | $60,419,847 ▲ | New Holding | 726,113 | 1.9% | Manufacturing |
CHD Church & Dwight | $58,337,942 | $58,337,942 ▲ | New Holding | 557,085 | 1.8% | Consumer Staples |
FLQL Franklin U.S. Large Cap Multifactor Index ETF | $45,415,266 | $45,415,266 ▲ | New Holding | 781,002 | 1.4% | ETF |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $40,569,312 | $797,795 ▲ | 2.0% | 804,475 | 1.3% | Manufacturing |
JPM JPMorgan Chase & Co. | $40,221,965 | $25,686,753 ▲ | 176.7% | 190,752 | 1.3% | Finance |
AMZN Amazon.com | $39,931,451 | $21,673,906 ▲ | 118.7% | 214,305 | 1.3% | Retail/Wholesale |
IJS iShares S&P Small-Cap 600 Value ETF | $39,227,698 | $38,674,523 ▲ | 6,991.4% | 363,078 | 1.2% | ETF |
META Meta Platforms | $37,185,587 | $26,244,003 ▲ | 239.9% | 64,960 | 1.2% | Computer and Technology |
AGG iShares Core U.S. Aggregate Bond ETF | $32,037,028 | $30,366,272 ▲ | 1,817.5% | 316,352 | 1.0% | Finance |
VBR Vanguard Small-Cap Value ETF | $31,837,129 | $30,692,681 ▲ | 2,681.9% | 158,567 | 1.0% | ETF |
GOOGL Alphabet | $30,053,567 | $22,350,816 ▲ | 290.2% | 181,209 | 0.9% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $28,829,082 | $6,366,427 ▲ | 28.3% | 50,246 | 0.9% | Finance |
MUB iShares National Muni Bond ETF | $27,251,481 | $296,451 ▲ | 1.1% | 250,865 | 0.9% | ETF |
IVW iShares S&P 500 Growth ETF | $26,041,414 | $12,632,872 ▼ | -32.7% | 271,973 | 0.8% | ETF |
VO Vanguard Mid-Cap ETF | $25,774,508 | $22,776,092 ▲ | 759.6% | 97,694 | 0.8% | ETF |
V Visa | $25,261,594 | $17,843,714 ▲ | 240.6% | 91,877 | 0.8% | Business Services |
GOOG Alphabet | $25,062,883 | $5,522,605 ▲ | 28.3% | 149,907 | 0.8% | Computer and Technology |
AVUS Avantis U.S. Equity ETF | $24,452,131 | $1,767,031 ▼ | -6.7% | 256,985 | 0.8% | ETF |
UNH UnitedHealth Group | $24,307,811 | $17,144,973 ▲ | 239.4% | 41,575 | 0.8% | Medical |
SUSA iShares MSCI USA ESG Select ETF | $23,747,709 | $23,509,978 ▲ | 9,889.3% | 197,289 | 0.7% | ETF |
SMMD iShares Russell 2500 ETF | $23,497,149 | $350,570 ▼ | -1.5% | 346,924 | 0.7% | ETF |
AVGO Broadcom | $22,683,722 | $22,306,637 ▲ | 5,915.6% | 131,500 | 0.7% | Computer and Technology |
IXUS iShares Core MSCI Total International Stock ETF | $22,354,472 | $1,071,232 ▲ | 5.0% | 306,843 | 0.7% | Manufacturing |
IVE iShares S&P 500 Value ETF | $22,220,195 | $20,841,313 ▲ | 1,511.5% | 112,303 | 0.7% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $22,062,725 | $104,600 ▲ | 0.5% | 177,809 | 0.7% | ETF |
IJR iShares Core S&P Small-Cap ETF | $21,870,864 | $4,092,322 ▲ | 23.0% | 186,994 | 0.7% | ETF |
QQQ Invesco QQQ | $21,571,737 | $2,127,011 ▲ | 10.9% | 44,198 | 0.7% | Finance |
WMT Walmart | $20,371,740 | $12,269,944 ▲ | 151.4% | 252,282 | 0.6% | Retail/Wholesale |
HD Home Depot | $20,300,408 | $15,285,580 ▲ | 304.8% | 50,099 | 0.6% | Retail/Wholesale |
VEA Vanguard FTSE Developed Markets ETF | $19,958,491 | $3,452,508 ▲ | 20.9% | 377,930 | 0.6% | ETF |
IVV iShares Core S&P 500 ETF | $19,206,143 | $596,443 ▲ | 3.2% | 33,296 | 0.6% | ETF |
VOE Vanguard Mid-Cap Value ETF | $18,259,703 | $16,970,325 ▲ | 1,316.2% | 108,903 | 0.6% | ETF |
NVDA NVIDIA | $18,049,126 | $9,419,607 ▲ | 109.2% | 148,626 | 0.6% | Computer and Technology |
USMV iShares MSCI USA Min Vol Factor ETF | $17,517,744 | $12,885,535 ▲ | 278.2% | 191,915 | 0.5% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $17,447,075 | $16,079,175 ▲ | 1,175.5% | 217,084 | 0.5% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $16,995,815 | $210,369 ▲ | 1.3% | 346,995 | 0.5% | ETF |
BRK.B Berkshire Hathaway | $16,894,764 | $11,457,252 ▲ | 210.7% | 36,707 | 0.5% | Finance |
ETN Eaton | $16,672,407 | $15,130,881 ▲ | 981.6% | 50,303 | 0.5% | Industrial Products |
SCHF Schwab International Equity ETF | $16,084,467 | $4,014,219 ▼ | -20.0% | 391,159 | 0.5% | ETF |
MSI Motorola Solutions | $16,060,758 | $15,768,949 ▲ | 5,403.9% | 35,720 | 0.5% | Computer and Technology |
MRK Merck & Co., Inc. | $14,902,779 | $12,312,710 ▲ | 475.4% | 131,233 | 0.5% | Medical |
CRM Salesforce | $14,902,553 | $12,679,460 ▲ | 570.4% | 54,446 | 0.5% | Computer and Technology |
BSV Vanguard Short-Term Bond ETF | $14,691,375 | $659,266 ▲ | 4.7% | 186,699 | 0.5% | ETF |
IQV IQVIA | $14,632,661 | $14,632,661 ▲ | New Holding | 61,749 | 0.5% | Medical |
SPLG SPDR Portfolio S&P 500 ETF | $14,623,139 | $3,273,628 ▲ | 28.8% | 216,607 | 0.5% | ETF |
XOM Exxon Mobil | $14,568,669 | $5,181,000 ▲ | 55.2% | 124,285 | 0.5% | Oils/Energy |
VTI Vanguard Total Stock Market ETF | $14,185,485 | $10,756,696 ▲ | 313.7% | 50,097 | 0.4% | ETF |
TT Trane Technologies | $13,442,742 | $13,191,621 ▲ | 5,253.1% | 34,581 | 0.4% | Construction |
JNJ Johnson & Johnson | $13,408,188 | $8,777,488 ▲ | 189.5% | 82,736 | 0.4% | Medical |
HMOP Hartford Municipal Opportunities ETF | $13,261,888 | $13,261,888 ▲ | New Holding | 336,596 | 0.4% | ETF |
BKNG Booking | $12,954,517 | $12,600,753 ▲ | 3,561.9% | 3,076 | 0.4% | Retail/Wholesale |
LLY Eli Lilly and Company | $12,783,632 | $1,197,829 ▲ | 10.3% | 14,429 | 0.4% | Medical |
IUSB iShares Core Total USD Bond Market ETF | $12,416,491 | $7,214,822 ▲ | 138.7% | 263,508 | 0.4% | Manufacturing |
ORCL Oracle | $12,125,523 | $7,973,035 ▲ | 192.0% | 71,159 | 0.4% | Computer and Technology |
PEP PepsiCo | $12,006,556 | $1,528,920 ▲ | 14.6% | 70,606 | 0.4% | Consumer Staples |
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund | $11,947,583 | $11,947,583 ▲ | New Holding | 333,173 | 0.4% | Finance |
APD Air Products and Chemicals | $11,440,059 | $10,563,513 ▲ | 1,205.1% | 38,423 | 0.4% | Basic Materials |
MDT Medtronic | $11,372,035 | $7,737,799 ▲ | 212.9% | 126,314 | 0.4% | Medical |
MPC Marathon Petroleum | $11,364,487 | $11,101,875 ▲ | 4,227.5% | 69,759 | 0.4% | Oils/Energy |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $11,350,851 | $10,979,000 ▲ | 2,952.5% | 211,296 | 0.4% | Manufacturing |
RODM Hartford Multifactor Developed Markets (ex-US) ETF | $11,172,290 | $11,172,290 ▲ | New Holding | 366,287 | 0.4% | ETF |
PRF Invesco FTSE RAFI US 1000 ETF | $10,963,718 | $224,034 ▲ | 2.1% | 269,843 | 0.3% | ETF |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $10,958,436 | $1,378,724 ▲ | 14.4% | 181,371 | 0.3% | ETF |
MBB iShares MBS ETF | $10,657,177 | $462,860 ▲ | 4.5% | 111,232 | 0.3% | ETF |
BX Blackstone | $10,646,013 | $189,574 ▲ | 1.8% | 69,523 | 0.3% | Finance |
COST Costco Wholesale | $10,645,337 | $1,332,440 ▲ | 14.3% | 12,008 | 0.3% | Retail/Wholesale |
CMCSA Comcast | $10,632,339 | $9,573,345 ▲ | 904.0% | 254,545 | 0.3% | Consumer Discretionary |
SCHG Schwab U.S. Large-Cap Growth ETF | $10,377,252 | $32,162,616 ▼ | -75.6% | 99,609 | 0.3% | ETF |
DIVB iShares Core Dividend ETF | $10,290,165 | $10,290,165 ▲ | New Holding | 212,387 | 0.3% | ETF |
AVDE Avantis International Equity ETF | $10,222,235 | $4,315,536 ▼ | -29.7% | 152,502 | 0.3% | ETF |
FDVV Fidelity High Dividend ETF | $10,194,109 | $3,171,901 ▲ | 45.2% | 201,266 | 0.3% | ETF |
AMD Advanced Micro Devices | $10,091,740 | $8,189,725 ▲ | 430.6% | 61,505 | 0.3% | Computer and Technology |
FI Fiserv | $10,024,829 | $9,386,173 ▲ | 1,469.7% | 55,802 | 0.3% | Business Services |
VB Vanguard Small-Cap ETF | $10,003,902 | $4,361,600 ▲ | 77.3% | 42,173 | 0.3% | ETF |
ADI Analog Devices | $9,708,524 | $9,501,142 ▲ | 4,581.5% | 42,180 | 0.3% | Computer and Technology |
TSM Taiwan Semiconductor Manufacturing | $9,662,635 | $9,455,968 ▲ | 4,575.5% | 55,638 | 0.3% | Computer and Technology |
ABBV AbbVie | $9,556,041 | $736,797 ▼ | -7.2% | 48,390 | 0.3% | Medical |
TMO Thermo Fisher Scientific | $9,333,043 | $338,978 ▲ | 3.8% | 15,088 | 0.3% | Medical |
CB Chubb | $9,281,285 | $8,348,917 ▲ | 895.5% | 32,183 | 0.3% | Finance |
COWZ Pacer US Cash Cows 100 ETF | $9,254,123 | $240,746 ▲ | 2.7% | 160,023 | 0.3% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $9,246,495 | $8,476,634 ▲ | 1,101.1% | 190,296 | 0.3% | ETF |
SCHW Charles Schwab | $9,211,059 | $9,211,059 ▲ | New Holding | 142,124 | 0.3% | Finance |
ADBE Adobe | $9,166,882 | $4,309,532 ▲ | 88.7% | 17,704 | 0.3% | Computer and Technology |
MA Mastercard | $9,143,315 | $7,649,551 ▲ | 512.1% | 18,516 | 0.3% | Business Services |
LRGF iShares U.S. Equity Factor ETF | $8,992,652 | $185,655 ▲ | 2.1% | 153,014 | 0.3% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $8,940,244 | $338,948 ▼ | -3.7% | 15,694 | 0.3% | ETF |
ELV Elevance Health | $8,854,573 | $8,854,573 ▲ | New Holding | 17,028 | 0.3% | Medical |
UNP Union Pacific | $8,769,958 | $4,451,405 ▲ | 103.1% | 35,581 | 0.3% | Transportation |
IEFA iShares Core MSCI EAFE ETF | $8,726,657 | $4,070,525 ▲ | 87.4% | 111,809 | 0.3% | ETF |
SPGI S&P Global | $8,720,734 | $6,197,507 ▲ | 245.6% | 16,880 | 0.3% | Business Services |
FBND Fidelity Total Bond ETF | $8,619,301 | $1,621,032 ▲ | 23.2% | 184,410 | 0.3% | ETF |
VZ Verizon Communications | $8,511,638 | $5,749,365 ▲ | 208.1% | 189,527 | 0.3% | Computer and Technology |
ICE Intercontinental Exchange | $8,505,259 | $7,515,394 ▲ | 759.2% | 52,946 | 0.3% | Finance |
TJX TJX Companies | $8,443,712 | $7,377,038 ▲ | 691.6% | 71,837 | 0.3% | Retail/Wholesale |
JEPI JPMorgan Equity Premium Income ETF | $8,370,949 | $2,717,218 ▲ | 48.1% | 140,665 | 0.3% | ETF |
PCH PotlatchDeltic | $8,299,471 | $53,925 ▼ | -0.6% | 184,228 | 0.3% | Construction |
XLG Invesco S&P 500 Top 50 ETF | $8,233,197 | $3,138,740 ▲ | 61.6% | 173,221 | 0.3% | ETF |
