RSP Invesco S&P 500 Equal Weight ETF | $42,864,619 | $40,799,221 ▲ | 1,975.4% | 239,290 | 14.0% | ETF |
IVV iShares Core S&P 500 ETF | $20,848,419 | $20,493,677 ▲ | 5,777.1% | 36,144 | 6.8% | ETF |
MGK Vanguard Mega Cap Growth ETF | $19,175,540 | $18,769,564 ▲ | 4,623.3% | 59,561 | 6.2% | ETF |
MGK Vanguard Mega Cap Growth ETF | $19,175,540 | $18,769,564 ▲ | 4,623.3% | 59,561 | 6.2% | ETF |
AAPL Apple | $17,905,215 | $15,975,381 ▲ | 827.8% | 76,897 | 5.8% | Computer and Technology |
IXUS iShares Core MSCI Total International Stock ETF | $11,897,346 | $11,730,297 ▲ | 7,022.1% | 163,808 | 3.9% | Manufacturing |
AGG iShares Core U.S. Aggregate Bond ETF | $11,321,981 | $11,291,296 ▲ | 36,797.7% | 111,800 | 3.7% | Finance |
MUB iShares National Muni Bond ETF | $7,943,643 | $435 ▼ | 0.0% | 73,126 | 2.6% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $7,783,876 | $7,691,019 ▲ | 8,282.7% | 124,902 | 2.5% | ETF |
TBLL Invesco Short Term Treasury ETF | $7,377,248 | $7,023,289 ▲ | 1,984.2% | 69,821 | 2.4% | ETF |
CGMS Capital Group U.S. Multi-Sector Income ETF | $7,354,583 | $7,111,929 ▲ | 2,930.9% | 264,173 | 2.4% | ETF |
VUG Vanguard Growth ETF | $6,296,368 | $6,295,218 ▲ | 547,366.7% | 16,424 | 2.1% | ETF |
KO Coca-Cola | $5,222,457 | $5,153,260 ▲ | 7,447.2% | 72,680 | 1.7% | Consumer Staples |
KO Coca-Cola | $5,222,457 | $5,153,260 ▲ | 7,447.2% | 72,680 | 1.7% | Consumer Staples |
MSFT Microsoft | $5,146,247 | $3,852,697 ▲ | 297.8% | 11,967 | 1.7% | Computer and Technology |
MSFT Microsoft | $5,146,247 | $3,852,697 ▲ | 297.8% | 11,967 | 1.7% | Computer and Technology |
REET iShares Global REIT ETF | $4,263,080 | $4,184,612 ▲ | 5,332.9% | 159,726 | 1.4% | ETF |
ICSH iShares Ultra Short-Term Bond Active ETF | $4,027,734 | $81,438 ▲ | 2.1% | 79,380 | 1.3% | ETF |
HD Home Depot | $3,985,395 | $3,840,472 ▲ | 2,650.0% | 9,845 | 1.3% | Retail/Wholesale |
HD Home Depot | $3,985,395 | $3,840,472 ▲ | 2,650.0% | 9,845 | 1.3% | Retail/Wholesale |
IJR iShares Core S&P Small-Cap ETF | $3,956,700 | $3,928,630 ▲ | 13,995.8% | 33,830 | 1.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $3,956,700 | $3,928,630 ▲ | 13,995.8% | 33,830 | 1.3% | ETF |
ACWI iShares MSCI ACWI ETF | $3,220,458 | $241,253 ▲ | 8.1% | 26,938 | 1.0% | Manufacturing |
VTI Vanguard Total Stock Market ETF | $3,060,400 | $3,032,084 ▲ | 10,708.0% | 10,808 | 1.0% | ETF |
VTI Vanguard Total Stock Market ETF | $3,060,400 | $3,032,084 ▲ | 10,708.0% | 10,808 | 1.0% | ETF |
JNJ Johnson & Johnson | $2,992,934 | $2,904,154 ▲ | 3,271.2% | 18,474 | 1.0% | Medical |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $2,967,468 | $45,474 ▲ | 1.6% | 23,623 | 1.0% | ETF |
SPTS SPDR Portfolio Short Term Treasury ETF | $2,907,772 | $2,818,950 ▲ | 3,173.7% | 98,866 | 0.9% | ETF |
WMT Walmart | $2,314,899 | $2,229,485 ▲ | 2,610.2% | 28,701 | 0.8% | Retail/Wholesale |
WMT Walmart | $2,314,899 | $2,229,485 ▲ | 2,610.2% | 28,701 | 0.8% | Retail/Wholesale |
BND Vanguard Total Bond Market ETF | $2,004,344 | $14,647 ▲ | 0.7% | 26,685 | 0.7% | ETF |
GOOG Alphabet | $1,965,747 | $1,764,291 ▲ | 875.8% | 11,758 | 0.6% | Computer and Technology |
Raymond James Bank
| $1,723,354 | $568,697 ▼ | -24.8% | 1,723,354 | 0.6% | RJBNI |
VXUS Vanguard Total International Stock ETF | $1,675,622 | $1,630,303 ▲ | 3,597.4% | 25,882 | 0.5% | ETF |
SO Southern | $1,654,090 | $723,749 ▲ | 77.8% | 18,343 | 0.5% | Utilities |
SO Southern | $1,654,090 | $723,749 ▲ | 77.8% | 18,343 | 0.5% | Utilities |
AMZN Amazon.com | $1,609,825 | $1,022,723 ▲ | 174.2% | 8,640 | 0.5% | Retail/Wholesale |
IWF iShares Russell 1000 Growth ETF | $1,552,142 | | 0.0% | 4,135 | 0.5% | ETF |
JPM JPMorgan Chase & Co. | $1,451,893 | $1,346,469 ▲ | 1,277.2% | 6,886 | 0.5% | Finance |
IWD iShares Russell 1000 Value ETF | $1,445,515 | | 0.0% | 7,616 | 0.5% | ETF |
COST Costco Wholesale | $1,432,237 | $1,323,224 ▲ | 1,213.8% | 1,616 | 0.5% | Retail/Wholesale |
SCHWAB US TREASURY MONEY ULTRA
| $1,390,880 | $279,714 ▲ | 25.2% | 1,390,880 | 0.5% | SUTXX |
VANGUARD 500 INDEX ADMIRAL
| $1,364,414 | | 0.0% | 2,566 | 0.4% | VFIAX |
LLY Eli Lilly and Company | $1,142,425 | $813,867 ▲ | 247.7% | 1,290 | 0.4% | Medical |
LLY Eli Lilly and Company | $1,142,425 | $813,867 ▲ | 247.7% | 1,290 | 0.4% | Medical |
CAT Caterpillar | $1,117,550 | $885,200 ▲ | 381.0% | 2,857 | 0.4% | Industrial Products |
CAT Caterpillar | $1,117,550 | $885,200 ▲ | 381.0% | 2,857 | 0.4% | Industrial Products |
PEP PepsiCo | $1,084,655 | $1,059,656 ▲ | 4,238.8% | 6,378 | 0.4% | Consumer Staples |
PEP PepsiCo | $1,084,655 | $1,059,656 ▲ | 4,238.8% | 6,378 | 0.4% | Consumer Staples |
TFC Truist Financial | $1,040,847 | $920,963 ▲ | 768.2% | 24,336 | 0.3% | Finance |
XOM Exxon Mobil | $1,036,575 | $1,026,508 ▲ | 10,196.5% | 8,855 | 0.3% | Oils/Energy |
CGMU Capital Group Municipal Income ETF | $1,006,299 | $990,728 ▲ | 6,362.8% | 36,644 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $999,642 | $884,873 ▲ | 771.0% | 1,742 | 0.3% | Finance |
NVDA NVIDIA | $980,251 | $607,435 ▲ | 162.9% | 8,072 | 0.3% | Computer and Technology |
GPN Global Payments | $968,888 | $938,367 ▲ | 3,074.5% | 9,460 | 0.3% | Business Services |
UNH UnitedHealth Group | $919,340 | $735,706 ▲ | 400.6% | 1,572 | 0.3% | Medical |
MRK Merck & Co., Inc. | $898,000 | $844,856 ▲ | 1,589.7% | 7,908 | 0.3% | Medical |
BRK.B Berkshire Hathaway | $889,223 | $797,171 ▲ | 866.0% | 1,932 | 0.3% | Finance |
BTI British American Tobacco | $786,689 | $769,496 ▲ | 4,475.7% | 21,506 | 0.3% | Consumer Staples |
PM Philip Morris International | $731,911 | $713,094 ▲ | 3,789.7% | 6,029 | 0.2% | Consumer Staples |
PM Philip Morris International | $731,911 | $713,094 ▲ | 3,789.7% | 6,029 | 0.2% | Consumer Staples |
AXP American Express | $720,914 | $677,789 ▲ | 1,571.7% | 2,658 | 0.2% | Finance |
GPC Genuine Parts | $709,397 | $715,263 ▼ | -50.2% | 5,079 | 0.2% | Retail/Wholesale |
V Visa | $700,491 | $645,507 ▲ | 1,174.0% | 2,548 | 0.2% | Business Services |
META Meta Platforms | $680,308 | $584,675 ▲ | 611.4% | 1,188 | 0.2% | Computer and Technology |
CVX Chevron | $665,815 | $615,595 ▲ | 1,225.8% | 4,521 | 0.2% | Oils/Energy |
CVX Chevron | $665,815 | $615,595 ▲ | 1,225.8% | 4,521 | 0.2% | Oils/Energy |
SCHO Schwab Short-Term U.S. Treasury ETF | $641,020 | $6,808 ▲ | 1.1% | 13,087 | 0.2% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $605,297 | $2,045 ▲ | 0.3% | 11,841 | 0.2% | ETF |
GOOGL Alphabet | $582,349 | $492,782 ▲ | 550.2% | 3,511 | 0.2% | Computer and Technology |
FIMM TREASURY ONLY PORTFOLIO MONEY MARKET INSTL CL M/M
| $561,528 | $11,193 ▼ | -2.0% | 561,528 | 0.2% | FRSXX |
STIP iShares 0-5 Year TIPS Bond ETF | $557,540 | $8,612 ▼ | -1.5% | 5,503 | 0.2% | ETF |
BNDX Vanguard Total International Bond ETF | $552,793 | $3,268 ▲ | 0.6% | 10,994 | 0.2% | ETF |
VBR Vanguard Small-Cap Value ETF | $550,539 | | 0.0% | 2,742 | 0.2% | ETF |
PG Procter & Gamble | $541,088 | $480,967 ▲ | 800.0% | 3,123 | 0.2% | Consumer Staples |
PG Procter & Gamble | $541,088 | $480,967 ▲ | 800.0% | 3,123 | 0.2% | Consumer Staples |
IWM iShares Russell 2000 ETF | $518,650 | $496,561 ▲ | 2,248.0% | 2,348 | 0.2% | Finance |
VANGUARD EQUITY-INCOME ADM
| $512,008 | | 0.0% | 5,348 | 0.2% | VEIRX |
IUSB iShares Core Total USD Bond Market ETF | $463,514 | $90,375 ▼ | -16.3% | 9,837 | 0.2% | Manufacturing |
AOA iShares Core Aggressive Allocation ETF | $451,018 | $39,926 ▲ | 9.7% | 5,716 | 0.1% | ETF |
VOO Vanguard S&P 500 ETF | $414,233 | $103,954 ▼ | -20.1% | 785 | 0.1% | ETF |
SNV Synovus Financial | $409,396 | $401,925 ▲ | 5,379.8% | 9,206 | 0.1% | Finance |
AMLP Alerian MLP ETF | $390,651 | | 0.0% | 8,289 | 0.1% | ETF |
TSLA Tesla | $375,451 | $274,459 ▲ | 271.8% | 1,435 | 0.1% | Auto/Tires/Trucks |
VNQ Vanguard Real Estate ETF | $332,809 | $314,980 ▲ | 1,766.7% | 3,416 | 0.1% | ETF |
VNQ Vanguard Real Estate ETF | $332,809 | $314,980 ▲ | 1,766.7% | 3,416 | 0.1% | ETF |
CSCO Cisco Systems | $329,869 | $243,650 ▲ | 282.6% | 6,198 | 0.1% | Computer and Technology |
MO Altria Group | $327,983 | $259,896 ▲ | 381.7% | 6,426 | 0.1% | Consumer Staples |
VANGUARD SMALL CAP INDEX ADM
| $325,213 | $6,140 ▼ | -1.9% | 2,860 | 0.1% | VSMAX |
DIS Walt Disney | $322,776 | $282,669 ▲ | 704.8% | 3,356 | 0.1% | Consumer Discretionary |
DIS Walt Disney | $322,776 | $282,669 ▲ | 704.8% | 3,356 | 0.1% | Consumer Discretionary |
VANGUARD TOTAL INTL STOCK INDEX ADMIRAL
| $314,072 | | 0.0% | 9,022 | 0.1% | VTIAX |
AJG Arthur J. Gallagher & Co. | $281,370 | | 0.0% | 1,000 | 0.1% | Finance |
JPMORGAN MID CAP VALUE L
| $279,703 | | 0.0% | 6,784 | 0.1% | FLMVX |
LMT Lockheed Martin | $275,327 | $257,790 ▲ | 1,470.0% | 471 | 0.1% | Aerospace |
LMT Lockheed Martin | $275,327 | $257,790 ▲ | 1,470.0% | 471 | 0.1% | Aerospace |
VANGUARD MID CAP INDEX ADMIRAL
| $274,790 | | 0.0% | 841 | 0.1% | VIMAX |
OAKMARK INTERNATIONAL INSTITUTIONAL
| $270,263 | | 0.0% | 9,666 | 0.1% | OANIX |
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares | $268,174 | $132,869 ▲ | 98.2% | 2,973 | 0.1% | ETF |
HARBOR CAPITAL APPRECIATION INSTL
| $258,481 | | 0.0% | 2,181 | 0.1% | HACAX |
