SPY SPDR S&P 500 ETF Trust | $76,081,678 | $413,681 ▼ | -0.5% | 132,602 | 9.6% | Finance |
IJH iShares Core S&P Mid-Cap ETF | $42,128,632 | $1,310,153 ▲ | 3.2% | 676,005 | 5.3% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $40,822,277 | $381,101 ▼ | -0.9% | 71,661 | 5.1% | ETF |
IVV iShares Core S&P 500 ETF | $37,050,878 | $1,148,449 ▲ | 3.2% | 64,233 | 4.7% | ETF |
VGSH Vanguard Short-Term Treasury Index ETF | $31,303,736 | $2,391,608 ▲ | 8.3% | 530,392 | 3.9% | ETF |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $30,934,980 | $663,532 ▲ | 2.2% | 511,999 | 3.9% | ETF |
SPTS SPDR Portfolio Short Term Treasury ETF | $30,220,157 | $2,551,876 ▲ | 9.2% | 1,027,547 | 3.8% | ETF |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $30,184,215 | $785,753 ▲ | 2.7% | 1,038,686 | 3.8% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $23,625,367 | $169,245 ▲ | 0.7% | 493,738 | 3.0% | ETF |
IEFA iShares Core MSCI EAFE ETF | $21,371,417 | $561,570 ▲ | 2.7% | 273,817 | 2.7% | ETF |
EFA iShares MSCI EAFE ETF | $20,741,567 | $145,851 ▲ | 0.7% | 248,016 | 2.6% | Finance |
IEF iShares 7-10 Year Treasury Bond ETF | $17,130,182 | $1,194,807 ▼ | -6.5% | 174,584 | 2.2% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $16,761,165 | $81,563 ▲ | 0.5% | 165,428 | 2.1% | ETF |
VTI Vanguard Total Stock Market ETF | $16,733,623 | $175,559 ▼ | -1.0% | 59,096 | 2.1% | ETF |
IWM iShares Russell 2000 ETF | $16,554,270 | $173,621 ▲ | 1.1% | 74,943 | 2.1% | Finance |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $16,526,542 | $126,135 ▲ | 0.8% | 335,156 | 2.1% | Manufacturing |
VEA Vanguard FTSE Developed Markets ETF | $15,848,070 | $340,360 ▲ | 2.2% | 300,096 | 2.0% | ETF |
MSFT Microsoft | $15,717,138 | $124,787 ▲ | 0.8% | 36,526 | 2.0% | Computer and Technology |
IEMG iShares Core MSCI Emerging Markets ETF | $13,199,835 | $837,326 ▲ | 6.8% | 229,922 | 1.7% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $13,095,841 | $254,944 ▲ | 2.0% | 103,968 | 1.6% | ETF |
HUBB Hubbell | $11,921,837 | $21,417 ▲ | 0.2% | 27,832 | 1.5% | Industrial Products |
BILS SPDR Bloomberg 3-12 Month T-Bill ETF | $11,101,975 | $550,877 ▲ | 5.2% | 111,488 | 1.4% | ETF |
AAPL Apple | $9,522,059 | $4,660 ▼ | 0.0% | 40,867 | 1.2% | Computer and Technology |
EEM iShares MSCI Emerging Markets ETF | $9,349,937 | $42,421 ▼ | -0.5% | 203,880 | 1.2% | Finance |
PANW Palo Alto Networks | $8,878,255 | $107,325 ▲ | 1.2% | 25,975 | 1.1% | Computer and Technology |
IBM International Business Machines | $8,652,316 | $459,399 ▼ | -5.0% | 39,137 | 1.1% | Computer and Technology |
ROK Rockwell Automation | $8,318,543 | $190,339 ▲ | 2.3% | 30,986 | 1.0% | Computer and Technology |
TXN Texas Instruments | $7,980,212 | $72,093 ▲ | 0.9% | 38,632 | 1.0% | Computer and Technology |
FDX FedEx | $7,881,453 | $1,226,089 ▲ | 18.4% | 28,798 | 1.0% | Transportation |
CHKP Check Point Software Technologies | $7,811,119 | $28,150 ▼ | -0.4% | 40,512 | 1.0% | Computer and Technology |
AMGN Amgen | $7,588,104 | $127,918 ▲ | 1.7% | 23,550 | 1.0% | Medical |
CRWD CrowdStrike | $7,585,592 | $5,768,146 ▲ | 317.4% | 27,046 | 1.0% | Computer and Technology |
CHD Church & Dwight | $7,061,270 | $126,188 ▲ | 1.8% | 67,430 | 0.9% | Consumer Staples |
UL Unilever | $6,879,264 | $110,757 ▲ | 1.6% | 105,900 | 0.9% | Consumer Staples |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | $6,776,940 | $295,457 ▲ | 4.6% | 126,200 | 0.9% | Finance |
BK Bank of New York Mellon | $6,552,195 | $75,094 ▲ | 1.2% | 91,180 | 0.8% | Finance |
GNMA iShares GNMA Bond ETF | $6,403,761 | $50,299 ▲ | 0.8% | 142,973 | 0.8% | ETF |
NSC Norfolk Southern | $6,170,503 | $43,984 ▼ | -0.7% | 24,831 | 0.8% | Transportation |
MELI MercadoLibre | $6,094,321 | $16,416 ▲ | 0.3% | 2,970 | 0.8% | Retail/Wholesale |
XYL Xylem | $6,016,667 | $179,185 ▲ | 3.1% | 44,558 | 0.8% | Business Services |
SGOV iShares 0-3 Month Treasury Bond ETF | $5,930,696 | $2,473,784 ▲ | 71.6% | 58,883 | 0.7% | ETF |
HSY Hershey | $5,566,292 | $133,672 ▲ | 2.5% | 29,024 | 0.7% | Consumer Staples |
DEO Diageo | $5,515,081 | $120,552 ▲ | 2.2% | 39,298 | 0.7% | Consumer Staples |
FMX Fomento Económico Mexicano | $4,492,490 | $151,816 ▲ | 3.5% | 45,512 | 0.6% | Consumer Staples |
VEU Vanguard FTSE All-World ex-US ETF | $4,490,199 | $191,205 ▼ | -4.1% | 71,273 | 0.6% | ETF |
MKC McCormick & Company, Incorporated | $4,262,152 | $89,707 ▲ | 2.1% | 51,788 | 0.5% | Consumer Staples |
ETN Eaton | $4,251,381 | $109,375 ▲ | 2.6% | 12,827 | 0.5% | Industrial Products |
EWJ iShares MSCI Japan ETF | $4,048,735 | $96,794 ▲ | 2.4% | 56,594 | 0.5% | ETF |
BDX Becton, Dickinson and Company | $3,235,803 | $392,752 ▼ | -10.8% | 13,421 | 0.4% | Medical |
CB Chubb | $2,944,750 | $186,300 ▲ | 6.8% | 10,211 | 0.4% | Finance |
GNOM Global X Genomics & Biotechnology ETF | $2,920,669 | $73,125 ▲ | 2.6% | 259,615 | 0.4% | ETF |
AMZN Amazon.com | $2,857,557 | $30,744 ▲ | 1.1% | 15,336 | 0.4% | Retail/Wholesale |
BRK.B Berkshire Hathaway | $2,038,952 | $50,629 ▼ | -2.4% | 4,430 | 0.3% | Finance |
VOO Vanguard S&P 500 ETF | $2,017,810 | $29,550 ▼ | -1.4% | 3,824 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $1,934,518 | $98,831 ▲ | 5.4% | 16,540 | 0.2% | ETF |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $1,831,384 | $300,445 ▲ | 19.6% | 79,401 | 0.2% | Manufacturing |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $1,812,005 | $289,916 ▲ | 19.0% | 77,370 | 0.2% | Manufacturing |
MCD McDonald's | $1,801,786 | $22,838 ▼ | -1.3% | 5,917 | 0.2% | Retail/Wholesale |
IBTE iShares iBonds Dec 2024 Term Treasury ETF | $1,761,192 | $259,152 ▲ | 17.3% | 73,383 | 0.2% | Manufacturing |
IWV iShares Russell 3000 ETF | $1,730,035 | | 0.0% | 5,295 | 0.2% | ETF |
MRK Merck & Co., Inc. | $1,634,015 | $8,517 ▼ | -0.5% | 14,389 | 0.2% | Medical |
ESGD iShares ESG Aware MSCI EAFE ETF | $1,585,763 | $37,877 ▲ | 2.4% | 18,840 | 0.2% | Manufacturing |
SHEL Shell | $1,468,377 | $132,889 ▼ | -8.3% | 22,265 | 0.2% | Oils/Energy |
SUSA iShares MSCI USA ESG Select ETF | $1,410,736 | | 0.0% | 11,720 | 0.2% | ETF |
PG Procter & Gamble | $1,390,276 | $12,817 ▼ | -0.9% | 8,027 | 0.2% | Consumer Staples |
XOM Exxon Mobil | $1,385,072 | | 0.0% | 11,816 | 0.2% | Oils/Energy |
BRK.A Berkshire Hathaway | $1,382,360 | | 0.0% | 2 | 0.2% | Finance |
VO Vanguard Mid-Cap ETF | $1,351,073 | $7,651 ▼ | -0.6% | 5,121 | 0.2% | ETF |
EPI WisdomTree India Earnings Fund | $1,259,229 | $192,757 ▼ | -13.3% | 24,955 | 0.2% | Finance |
JNJ Johnson & Johnson | $1,259,044 | $33,546 ▼ | -2.6% | 7,769 | 0.2% | Medical |
NFLX Netflix | $1,150,436 | $22,697 ▲ | 2.0% | 1,622 | 0.1% | Consumer Discretionary |
SHW Sherwin-Williams | $1,133,178 | | 0.0% | 2,969 | 0.1% | Basic Materials |
USB U.S. Bancorp | $1,004,322 | $12,713 ▲ | 1.3% | 21,962 | 0.1% | Finance |
IDXX IDEXX Laboratories | $938,194 | | 0.0% | 1,857 | 0.1% | Medical |
ADI Analog Devices | $911,703 | | 0.0% | 3,961 | 0.1% | Computer and Technology |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $865,256 | $4,182 ▲ | 0.5% | 20,690 | 0.1% | ETF |
GOOGL Alphabet | $828,421 | $9,951 ▲ | 1.2% | 4,995 | 0.1% | Computer and Technology |
JPM JPMorgan Chase & Co. | $785,453 | | 0.0% | 3,725 | 0.1% | Finance |
ATNI ATN International | $769,272 | | 0.0% | 23,787 | 0.1% | Computer and Technology |
FITB Fifth Third Bancorp | $726,524 | | 0.0% | 16,959 | 0.1% | Finance |
HON Honeywell International | $717,284 | $33,280 ▼ | -4.4% | 3,470 | 0.1% | Multi-Sector Conglomerates |
GOOG Alphabet | $685,981 | | 0.0% | 4,103 | 0.1% | Computer and Technology |
TEVOGEN BIO HOLDINGS INC
| $683,204 | $20,630 ▼ | -2.9% | 1,854,517 | 0.1% | COM |
MMM 3M | $673,384 | | 0.0% | 4,926 | 0.1% | Multi-Sector Conglomerates |
DVY iShares Select Dividend ETF | $649,011 | $128,316 ▼ | -16.5% | 4,805 | 0.1% | ETF |
LLY Eli Lilly and Company | $644,964 | $11,517 ▲ | 1.8% | 728 | 0.1% | Medical |
XJH iShares ESG Screened S&P Mid-Cap ETF | $636,019 | $6,343 ▲ | 1.0% | 15,040 | 0.1% | ETF |
OEF iShares S&P 100 ETF | $606,381 | | 0.0% | 2,191 | 0.1% | ETF |
CTAS Cintas | $588,817 | $441,613 ▲ | 300.0% | 2,860 | 0.1% | Industrial Products |
TSM Taiwan Semiconductor Manufacturing | $547,582 | $22,230 ▲ | 4.2% | 3,153 | 0.1% | Computer and Technology |
CSL Carlisle Companies | $539,700 | | 0.0% | 1,200 | 0.1% | Multi-Sector Conglomerates |
EMR Emerson Electric | $535,366 | $10,937 ▼ | -2.0% | 4,895 | 0.1% | Industrial Products |
EMXC iShares MSCI Emerging Markets ex China ETF | $534,468 | $3,117 ▲ | 0.6% | 8,746 | 0.1% | Manufacturing |
GIS General Mills | $534,231 | $2,216 ▼ | -0.4% | 7,234 | 0.1% | Consumer Staples |
GE General Electric | $533,304 | | 0.0% | 2,828 | 0.1% | Transportation |
VYM Vanguard High Dividend Yield ETF | $525,492 | | 0.0% | 4,099 | 0.1% | ETF |
ORCL Oracle | $506,940 | $4,260 ▼ | -0.8% | 2,975 | 0.1% | Computer and Technology |
IWC iShares Micro-Cap ETF | $488,594 | | 0.0% | 3,962 | 0.1% | ETF |
VOTE TCW Transform 500 ETF | $487,381 | | 0.0% | 7,270 | 0.1% | ETF |
ESGE iShares ESG Aware MSCI EM ETF | $473,694 | $10,923 ▲ | 2.4% | 13,010 | 0.1% | Manufacturing |
