SPY SPDR S&P 500 ETF Trust | $149,255,287 | $24,098 ▲ | 0.0% | 260,135 | 9.4% | Finance |
VUG Vanguard Growth ETF | $109,229,588 | $2,300,508 ▲ | 2.2% | 284,504 | 6.9% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $101,820,111 | $1,279,688 ▼ | -1.2% | 1,926,222 | 6.4% | ETF |
IWF iShares Russell 1000 Growth ETF | $97,123,173 | $290,544 ▼ | -0.3% | 258,733 | 6.1% | ETF |
VTV Vanguard Value ETF | $94,378,803 | $3,873,009 ▲ | 4.3% | 540,636 | 6.0% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $70,846,309 | $381,131 ▼ | -0.5% | 563,973 | 4.5% | ETF |
AAPL Apple | $68,426,012 | $12,301,463 ▲ | 21.9% | 293,674 | 4.3% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $64,221,048 | $3,203,092 ▲ | 5.2% | 111,336 | 4.1% | ETF |
VOO Vanguard S&P 500 ETF | $55,858,925 | $3,509,519 ▲ | 6.7% | 105,860 | 3.5% | ETF |
VT Vanguard Total World Stock ETF | $42,798,920 | $117,066 ▲ | 0.3% | 357,552 | 2.7% | ETF |
IWD iShares Russell 1000 Value ETF | $36,233,519 | $871,181 ▼ | -2.3% | 190,904 | 2.3% | ETF |
JAAA Janus Henderson AAA CLO ETF | $28,388,773 | $28,388,773 ▲ | New Holding | 557,955 | 1.8% | ETF |
AMZN Amazon.com | $27,740,997 | $5,083,269 ▲ | 22.4% | 148,881 | 1.8% | Retail/Wholesale |
MSFT Microsoft | $24,439,069 | $3,247,498 ▲ | 15.3% | 56,795 | 1.5% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $21,114,643 | $1,342,271 ▲ | 6.8% | 399,823 | 1.3% | ETF |
SHV iShares Short Treasury Bond ETF | $20,584,822 | $48,677 ▼ | -0.2% | 186,069 | 1.3% | ETF |
VTI Vanguard Total Stock Market ETF | $18,893,839 | $2,940,048 ▼ | -13.5% | 66,725 | 1.2% | ETF |
BAC Bank of America | $16,066,763 | $1,231,867 ▼ | -7.1% | 404,908 | 1.0% | Finance |
NVDA NVIDIA | $15,007,779 | $2,998,228 ▲ | 25.0% | 123,582 | 0.9% | Computer and Technology |
ICSH iShares Ultra Short-Term Bond Active ETF | $14,605,615 | $710 ▲ | 0.0% | 287,852 | 0.9% | ETF |
META Meta Platforms | $14,502,913 | $1,383,029 ▲ | 10.5% | 25,335 | 0.9% | Computer and Technology |
JPST JPMorgan Ultra-Short Income ETF | $14,109,202 | $5,328 ▼ | 0.0% | 278,069 | 0.9% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $12,674,966 | $133,053 ▲ | 1.1% | 203,385 | 0.8% | ETF |
BRK.B Berkshire Hathaway | $12,568,320 | $892,444 ▲ | 7.6% | 27,307 | 0.8% | Finance |
BRK.A Berkshire Hathaway | $12,441,240 | | 0.0% | 18 | 0.8% | Finance |
HUBB Hubbell | $11,092,835 | $36,409 ▲ | 0.3% | 25,897 | 0.7% | Industrial Products |
IVW iShares S&P 500 Growth ETF | $9,188,461 | $81,483 ▼ | -0.9% | 95,963 | 0.6% | ETF |
IEFA iShares Core MSCI EAFE ETF | $9,114,847 | $526,682 ▼ | -5.5% | 116,782 | 0.6% | ETF |
GOOGL Alphabet | $8,860,479 | $1,160,279 ▲ | 15.1% | 53,425 | 0.6% | Computer and Technology |
IWR iShares Russell Mid-Cap ETF | $8,272,644 | $390,989 ▲ | 5.0% | 93,858 | 0.5% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $7,216,560 | $154,604 ▲ | 2.2% | 150,816 | 0.5% | ETF |
GOOG Alphabet | $6,595,008 | $1,005,318 ▲ | 18.0% | 39,446 | 0.4% | Computer and Technology |
ADBE Adobe | $5,785,156 | $1,279,952 ▲ | 28.4% | 11,173 | 0.4% | Computer and Technology |
IEMG iShares Core MSCI Emerging Markets ETF | $5,248,192 | $71,992 ▼ | -1.4% | 91,416 | 0.3% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $5,201,470 | $312,102 ▼ | -5.7% | 82,563 | 0.3% | ETF |
TSLA Tesla | $5,108,326 | $740,675 ▲ | 17.0% | 19,525 | 0.3% | Auto/Tires/Trucks |
VB Vanguard Small-Cap ETF | $5,069,820 | $621,719 ▲ | 14.0% | 21,373 | 0.3% | ETF |
MS Morgan Stanley | $5,052,653 | $89,751 ▲ | 1.8% | 48,471 | 0.3% | Finance |
QUAL iShares MSCI USA Quality Factor ETF | $4,982,080 | $1,183,213 ▼ | -19.2% | 27,786 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $4,916,895 | $688,256 ▲ | 16.3% | 23,318 | 0.3% | Finance |
VTEB Vanguard Tax-Exempt Bond ETF | $4,908,399 | $783,262 ▼ | -13.8% | 96,017 | 0.3% | ETF |
CCI Crown Castle | $4,280,289 | $57,417 ▲ | 1.4% | 36,081 | 0.3% | Finance |
LLY Eli Lilly and Company | $4,235,335 | $597,961 ▲ | 16.4% | 4,781 | 0.3% | Medical |
SDY SPDR S&P Dividend ETF | $4,214,582 | $1,043,419 ▼ | -19.8% | 29,672 | 0.3% | ETF |
IWO iShares Russell 2000 Growth ETF | $4,033,401 | $51,972 ▼ | -1.3% | 14,202 | 0.3% | ETF |
NFLX Netflix | $4,030,072 | $120,576 ▲ | 3.1% | 5,682 | 0.3% | Consumer Discretionary |
IWV iShares Russell 3000 ETF | $3,958,466 | $22,218 ▼ | -0.6% | 12,115 | 0.3% | ETF |
AVGO Broadcom | $3,897,813 | $3,570,408 ▲ | 1,090.5% | 22,596 | 0.2% | Computer and Technology |
VYM Vanguard High Dividend Yield ETF | $3,724,831 | $3,974 ▲ | 0.1% | 29,055 | 0.2% | ETF |
SCHD Schwab US Dividend Equity ETF | $3,613,235 | $335,077 ▼ | -8.5% | 42,745 | 0.2% | ETF |
BHVN Biohaven | $3,590,944 | $2,349 ▲ | 0.1% | 71,862 | 0.2% | Medical |
VXF Vanguard Extended Market ETF | $3,416,544 | $344,330 ▼ | -9.2% | 18,773 | 0.2% | ETF |
PG Procter & Gamble | $3,388,635 | $403,900 ▲ | 13.5% | 19,565 | 0.2% | Consumer Staples |
VIG Vanguard Dividend Appreciation ETF | $3,298,413 | $24,361 ▼ | -0.7% | 16,654 | 0.2% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $3,245,535 | $760,818 ▼ | -19.0% | 86,409 | 0.2% | ETF |
ACWX iShares MSCI ACWI ex U.S. ETF | $3,183,674 | $393,904 ▼ | -11.0% | 55,639 | 0.2% | Manufacturing |
DVY iShares Select Dividend ETF | $3,134,705 | | 0.0% | 23,208 | 0.2% | ETF |
COMP Compass | $3,044,870 | $4,045 ▲ | 0.1% | 498,342 | 0.2% | Computer and Technology |
MA Mastercard | $3,037,045 | $38,519 ▲ | 1.3% | 6,150 | 0.2% | Business Services |
V Visa | $3,006,778 | $759,668 ▲ | 33.8% | 10,936 | 0.2% | Business Services |
UNH UnitedHealth Group | $3,001,674 | $827,302 ▲ | 38.0% | 5,134 | 0.2% | Medical |
COST Costco Wholesale | $2,987,449 | $559,371 ▲ | 23.0% | 3,370 | 0.2% | Retail/Wholesale |
SPEM SPDR Portfolio Emerging Markets ETF | $2,913,940 | $447,597 ▼ | -13.3% | 70,590 | 0.2% | ETF |
JNJ Johnson & Johnson | $2,853,280 | $639,014 ▲ | 28.9% | 17,606 | 0.2% | Medical |
HD Home Depot | $2,803,084 | $344,004 ▲ | 14.0% | 6,918 | 0.2% | Retail/Wholesale |
IWM iShares Russell 2000 ETF | $2,744,951 | $231,930 ▲ | 9.2% | 12,427 | 0.2% | Finance |
IVE iShares S&P 500 Value ETF | $2,707,588 | $306,013 ▼ | -10.2% | 13,732 | 0.2% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $2,668,875 | $918,484 ▼ | -25.6% | 27,651 | 0.2% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $2,570,817 | $688,633 ▼ | -21.1% | 25,524 | 0.2% | ETF |
PNFP Pinnacle Financial Partners | $2,567,403 | $20,084 ▲ | 0.8% | 26,206 | 0.2% | Finance |
BALL Ball | $2,563,676 | $2,716 ▲ | 0.1% | 37,751 | 0.2% | Industrial Products |
VLUE iShares MSCI USA Value Factor ETF | $2,545,309 | $951,806 ▼ | -27.2% | 23,343 | 0.2% | ETF |
MLM Martin Marietta Materials | $2,470,370 | $115,176 ▼ | -4.5% | 4,590 | 0.2% | Construction |
XOM Exxon Mobil | $2,391,407 | $316,025 ▲ | 15.2% | 20,401 | 0.2% | Oils/Energy |
PCOR Procore Technologies | $2,283,270 | $8,826 ▲ | 0.4% | 36,994 | 0.1% | Business Services |
SLYV SPDR S&P 600 Small CapValue ETF | $2,229,768 | $233,890 ▼ | -9.5% | 25,683 | 0.1% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $2,194,389 | $243,106 ▼ | -10.0% | 27,630 | 0.1% | ETF |
LINDE PLC
| $2,155,656 | $371,911 ▲ | 20.9% | 4,521 | 0.1% | SHS |
BJ BJ's Wholesale Club | $2,142,665 | $162,815 ▲ | 8.2% | 25,978 | 0.1% | Consumer Discretionary |
ABBV AbbVie | $2,128,561 | $317,339 ▲ | 17.5% | 10,779 | 0.1% | Medical |
SCHX Schwab US Large-Cap ETF | $1,998,630 | $21,169 ▼ | -1.0% | 29,457 | 0.1% | ETF |
MGV Vanguard Mega Cap Value ETF | $1,983,745 | $1,924 ▲ | 0.1% | 15,464 | 0.1% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $1,958,591 | $1,008 ▲ | 0.1% | 15,549 | 0.1% | ETF |
QQQ Invesco QQQ | $1,869,065 | $261,083 ▼ | -12.3% | 3,830 | 0.1% | Finance |
AGG iShares Core U.S. Aggregate Bond ETF | $1,777,768 | $1,929,975 ▼ | -52.1% | 17,555 | 0.1% | Finance |
SCZ iShares MSCI EAFE Small-Cap ETF | $1,774,392 | $331,996 ▼ | -15.8% | 26,210 | 0.1% | ETF |
VBK Vanguard Small-Cap Growth ETF | $1,748,763 | $4,545 ▲ | 0.3% | 6,541 | 0.1% | ETF |
VBR Vanguard Small-Cap Value ETF | $1,709,100 | $180,909 ▼ | -9.6% | 8,512 | 0.1% | ETF |
ACN Accenture | $1,642,066 | $376,137 ▲ | 29.7% | 4,645 | 0.1% | Computer and Technology |
UBER Uber Technologies | $1,626,688 | $158,963 ▲ | 10.8% | 21,643 | 0.1% | Computer and Technology |
EFA iShares MSCI EAFE ETF | $1,592,919 | $78,362 ▲ | 5.2% | 19,047 | 0.1% | Finance |
IBM International Business Machines | $1,587,879 | $177,536 ▲ | 12.6% | 7,182 | 0.1% | Computer and Technology |
MRK Merck & Co., Inc. | $1,579,809 | $62,457 ▲ | 4.1% | 13,912 | 0.1% | Medical |
WMT Walmart | $1,570,948 | $181,288 ▲ | 13.0% | 19,454 | 0.1% | Retail/Wholesale |
TMO Thermo Fisher Scientific | $1,528,495 | $146,602 ▲ | 10.6% | 2,471 | 0.1% | Medical |
ACWI iShares MSCI ACWI ETF | $1,525,494 | $47,821 ▼ | -3.0% | 12,760 | 0.1% | Manufacturing |
IVOO Vanguard S&P Mid-Cap 400 ETF | $1,524,313 | $358,817 ▼ | -19.1% | 14,431 | 0.1% | ETF |
GLD SPDR Gold Shares | $1,518,882 | $17,257 ▼ | -1.1% | 6,249 | 0.1% | Finance |
BND Vanguard Total Bond Market ETF | $1,518,113 | $17,050 ▼ | -1.1% | 20,212 | 0.1% | ETF |
MCD McDonald's | $1,510,295 | $270,392 ▲ | 21.8% | 4,960 | 0.1% | Retail/Wholesale |
