IVW iShares S&P 500 Growth ETF | $71,862,059 | $5,450,641 ▼ | -7.1% | 707,791 | 7.6% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $59,031,023 | $1,078,111 ▲ | 1.9% | 559,642 | 6.3% | ETF |
JMST JPMorgan Ultra-Short Municipal ETF | $52,106,351 | $401,877 ▲ | 0.8% | 1,027,536 | 5.5% | ETF |
VOO Vanguard S&P 500 ETF | $48,327,123 | $1,757,605 ▼ | -3.5% | 89,692 | 5.1% | ETF |
XLK Technology Select Sector SPDR Fund | $47,962,620 | $2,823,492 ▼ | -5.6% | 206,273 | 5.1% | ETF |
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $44,112,335 | $78,264 ▼ | -0.2% | 482,471 | 4.7% | ETF |
IVE iShares S&P 500 Value ETF | $39,133,408 | $2,228,903 ▼ | -5.4% | 205,016 | 4.1% | ETF |
SPY SPDR S&P 500 ETF Trust | $26,391,373 | $610,114 ▼ | -2.3% | 45,030 | 2.8% | Finance |
VTEB Vanguard Tax-Exempt Bond ETF | $25,900,660 | $818,121 ▲ | 3.3% | 516,670 | 2.7% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $24,495,545 | $1,610,650 ▼ | -6.2% | 393,124 | 2.6% | ETF |
MUB iShares National Muni Bond ETF | $24,184,719 | $1,302,041 ▲ | 5.7% | 226,980 | 2.6% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $23,601,564 | $942,437 ▼ | -3.8% | 493,550 | 2.5% | ETF |
MSFT Microsoft | $23,507,477 | $176,609 ▼ | -0.7% | 55,771 | 2.5% | Computer and Technology |
VGSH Vanguard Short-Term Treasury Index ETF | $19,633,055 | $244,239 ▲ | 1.3% | 337,454 | 2.1% | ETF |
EFA iShares MSCI EAFE ETF | $19,295,353 | $529,345 ▼ | -2.7% | 255,196 | 2.0% | Finance |
VYM Vanguard High Dividend Yield ETF | $18,948,672 | $1,282,281 ▼ | -6.3% | 148,512 | 2.0% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $18,131,556 | $1,120,532 ▼ | -5.8% | 199,401 | 1.9% | ETF |
VUG Vanguard Growth ETF | $16,449,156 | $983,822 ▼ | -5.6% | 40,077 | 1.7% | ETF |
XLY Consumer Discretionary Select Sector SPDR Fund | $16,184,647 | $1,372,577 ▼ | -7.8% | 72,140 | 1.7% | Finance |
AAPL Apple | $14,905,296 | $687,655 ▼ | -4.4% | 59,521 | 1.6% | Computer and Technology |
IWM iShares Russell 2000 ETF | $14,460,203 | $829,921 ▼ | -5.4% | 65,443 | 1.5% | Finance |
IJJ iShares S&P Mid-Cap 400 Value ETF | $14,029,529 | $890,966 ▼ | -6.0% | 112,272 | 1.5% | ETF |
IJR iShares Core S&P Small-Cap ETF | $12,330,567 | $374,579 ▼ | -2.9% | 107,018 | 1.3% | ETF |
XLV Health Care Select Sector SPDR Fund | $12,210,560 | $515,061 ▼ | -4.0% | 88,759 | 1.3% | ETF |
XLF Financial Select Sector SPDR Fund | $11,564,263 | $849,159 ▼ | -6.8% | 239,277 | 1.2% | ETF |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $10,357,445 | $313,663 ▲ | 3.1% | 178,577 | 1.1% | ETF |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $9,785,076 | $354,466 ▲ | 3.8% | 350,971 | 1.0% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $9,387,776 | $565,576 ▼ | -5.7% | 69,349 | 1.0% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $8,899,216 | $10,821 ▼ | -0.1% | 108,554 | 0.9% | Manufacturing |
IVV iShares Core S&P 500 ETF | $8,667,025 | $262,548 ▼ | -2.9% | 14,723 | 0.9% | ETF |
XLP Consumer Staples Select Sector SPDR Fund | $8,414,032 | $246,128 ▼ | -2.8% | 107,035 | 0.9% | ETF |
XLI Industrial Select Sector SPDR Fund | $7,105,091 | $335,332 ▼ | -4.5% | 53,924 | 0.8% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $6,518,482 | $142,509 ▼ | -2.1% | 124,827 | 0.7% | ETF |
EEM iShares MSCI Emerging Markets ETF | $6,479,260 | $251,213 ▼ | -3.7% | 154,932 | 0.7% | Finance |
ORCL Oracle | $5,326,481 | $7,999 ▲ | 0.2% | 31,964 | 0.6% | Computer and Technology |
IJS iShares S&P Small-Cap 600 Value ETF | $5,254,457 | $234,272 ▼ | -4.3% | 48,379 | 0.6% | ETF |
MO Altria Group | $5,239,662 | $14,484 ▼ | -0.3% | 100,204 | 0.6% | Consumer Staples |
VCR Vanguard Consumer Discretionary ETF | $5,216,678 | $516,900 ▼ | -9.0% | 13,897 | 0.6% | ETF |
IXG iShares Global Financials ETF | $5,150,059 | $407,567 ▼ | -7.3% | 53,615 | 0.5% | ETF |
SDY SPDR S&P Dividend ETF | $4,981,359 | $680,183 ▼ | -12.0% | 37,709 | 0.5% | ETF |
SLYV SPDR S&P 600 Small CapValue ETF | $4,926,408 | $174,937 ▼ | -3.4% | 56,463 | 0.5% | ETF |
PEY Invesco High Yield Equity Dividend Achievers ETF | $4,892,245 | $380,086 ▼ | -7.2% | 230,115 | 0.5% | ETF |
VB Vanguard Small-Cap ETF | $4,795,779 | $9,371 ▼ | -0.2% | 19,959 | 0.5% | ETF |
VO Vanguard Mid-Cap ETF | $4,062,055 | $90,332 ▼ | -2.2% | 15,379 | 0.4% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $3,835,165 | $76,737 ▼ | -2.0% | 43,631 | 0.4% | ETF |
D Dominion Energy | $3,824,956 | $28,977 ▼ | -0.8% | 71,017 | 0.4% | Utilities |
VGT Vanguard Information Technology ETF | $3,479,593 | $138,040 ▼ | -3.8% | 5,596 | 0.4% | ETF |
PM Philip Morris International | $3,455,039 | $24,070 ▼ | -0.7% | 28,708 | 0.4% | Consumer Staples |
VT Vanguard Total World Stock ETF | $3,442,015 | $106,083 ▼ | -3.0% | 29,299 | 0.4% | ETF |
VIS Vanguard Industrials ETF | $3,341,454 | $239,893 ▼ | -6.7% | 13,135 | 0.4% | ETF |
FDL First Trust Morningstar Dividend Leaders Index | $3,214,399 | $217,203 ▼ | -6.3% | 79,841 | 0.3% | ETF |
LOW Lowe's Companies | $3,213,089 | $89,342 ▼ | -2.7% | 13,019 | 0.3% | Retail/Wholesale |
VTV Vanguard Value ETF | $3,088,540 | $214,165 ▼ | -6.5% | 18,243 | 0.3% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $3,083,137 | $109,929 ▼ | -3.4% | 5,413 | 0.3% | ETF |
MCD McDonald's | $2,990,795 | $31,888 ▼ | -1.1% | 10,317 | 0.3% | Retail/Wholesale |
SPYV SPDR Portfolio S&P 500 Value ETF | $2,954,869 | $13,859 ▲ | 0.5% | 57,780 | 0.3% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $2,888,125 | $366,719 ▼ | -11.3% | 65,580 | 0.3% | ETF |
AIVL WisdomTree U.S. AI Enhanced Value Fund | $2,804,991 | $103,537 ▼ | -3.6% | 26,333 | 0.3% | Finance |
XLE Energy Select Sector SPDR Fund | $2,594,413 | $166,953 ▼ | -6.0% | 30,287 | 0.3% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $2,285,393 | $352,712 ▼ | -13.4% | 44,838 | 0.2% | Finance |
IWF iShares Russell 1000 Growth ETF | $2,184,194 | $90,757 ▼ | -4.0% | 5,439 | 0.2% | ETF |
AMZN Amazon.com | $2,150,461 | $80,955 ▼ | -3.6% | 9,802 | 0.2% | Retail/Wholesale |
DES WisdomTree U.S. SmallCap Dividend Fund | $2,028,814 | $81,753 ▼ | -3.9% | 59,063 | 0.2% | Finance |
XLC Communication Services Select Sector SPDR Fund | $1,935,344 | $31,463 ▼ | -1.6% | 19,991 | 0.2% | ETF |
NEU NewMarket | $1,899,947 | | 0.0% | 3,596 | 0.2% | Basic Materials |
VDE Vanguard Energy ETF | $1,545,368 | $1,456 ▼ | -0.1% | 12,739 | 0.2% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $1,436,063 | $401 ▼ | 0.0% | 14,315 | 0.2% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $1,358,340 | $73,311 ▲ | 5.7% | 39,799 | 0.1% | ETF |
KO Coca-Cola | $1,300,985 | $49,808 ▼ | -3.7% | 20,896 | 0.1% | Consumer Staples |
RSP Invesco S&P 500 Equal Weight ETF | $1,273,747 | $2,979 ▼ | -0.2% | 7,269 | 0.1% | ETF |
VHT Vanguard Health Care ETF | $1,245,530 | $601,203 ▼ | -32.6% | 4,910 | 0.1% | ETF |
LAM RESH CORP
| $1,146,290 | $1,146,290 ▲ | New Holding | 15,870 | 0.1% | COM |
MDYG SPDR S&P 400 Mid CapGrowth ETF | $1,135,826 | $5,909 ▲ | 0.5% | 13,072 | 0.1% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $1,103,552 | $2,246 ▲ | 0.2% | 13,760 | 0.1% | ETF |
QQQ Invesco QQQ | $1,053,394 | $90,466 ▼ | -7.9% | 2,061 | 0.1% | Finance |
ITA iShares U.S. Aerospace & Defense ETF | $998,555 | | 0.0% | 6,870 | 0.1% | ETF |
PRAA PRA Group | $975,542 | | 0.0% | 46,699 | 0.1% | Finance |
SHV iShares Short Treasury Bond ETF | $968,760 | $1,431 ▲ | 0.1% | 8,798 | 0.1% | ETF |
TFC Truist Financial | $955,661 | $83,159 ▼ | -8.0% | 22,030 | 0.1% | Finance |
GOOGL Alphabet | $858,476 | $22,905 ▼ | -2.6% | 4,535 | 0.1% | Computer and Technology |
ABBV AbbVie | $850,295 | $178 ▼ | 0.0% | 4,785 | 0.1% | Medical |
MA Mastercard | $840,406 | $5,266 ▼ | -0.6% | 1,596 | 0.1% | Business Services |
META Meta Platforms | $809,760 | $24,006 ▼ | -2.9% | 1,383 | 0.1% | Computer and Technology |
VV Vanguard Large-Cap ETF | $779,433 | $40,725 ▼ | -5.0% | 2,890 | 0.1% | ETF |
JNJ Johnson & Johnson | $713,989 | $9,111 ▼ | -1.3% | 4,937 | 0.1% | Medical |
VTI Vanguard Total Stock Market ETF | $707,997 | $399,063 ▼ | -36.0% | 2,443 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $688,207 | $162,284 ▼ | -19.1% | 2,871 | 0.1% | Finance |
VDC Vanguard Consumer Staples ETF | $687,124 | $503,877 ▼ | -42.3% | 3,251 | 0.1% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $667,924 | $2,187 ▼ | -0.3% | 5,193 | 0.1% | ETF |
OEF iShares S&P 100 ETF | $652,223 | | 0.0% | 2,258 | 0.1% | ETF |
AUB Atlantic Union Bankshares | $641,119 | $15,038 ▼ | -2.3% | 16,925 | 0.1% | Finance |
SCHD Schwab US Dividend Equity ETF | $618,470 | $410,729 ▲ | 197.7% | 22,638 | 0.1% | ETF |
NSC Norfolk Southern | $618,435 | $101,860 ▲ | 19.7% | 2,635 | 0.1% | Transportation |
UNH UnitedHealth Group | $612,596 | | 0.0% | 1,211 | 0.1% | Medical |
LLY Eli Lilly and Company | $574,368 | $285,640 ▼ | -33.2% | 744 | 0.1% | Medical |
PEP PepsiCo | $574,331 | $98,991 ▼ | -14.7% | 3,777 | 0.1% | Consumer Staples |
SLYG SPDR S&P 600 Small Cap Growth ETF | $560,531 | $3,704 ▲ | 0.7% | 6,204 | 0.1% | ETF |
TSLA Tesla | $494,704 | $12,519 ▼ | -2.5% | 1,225 | 0.1% | Auto/Tires/Trucks |
DUK Duke Energy | $487,847 | $754 ▼ | -0.2% | 4,528 | 0.1% | Utilities |
VFH Vanguard Financials ETF | $485,010 | $12,869 ▼ | -2.6% | 4,108 | 0.1% | ETF |
