AAPL Apple | $40,605,612 | $7,024,301 ▲ | 20.9% | 161,005 | 4.1% | Computer and Technology |
MSFT Microsoft | $32,971,132 | $6,128,612 ▲ | 22.8% | 77,610 | 3.4% | Computer and Technology |
NVDA NVIDIA | $32,914,626 | $5,981,378 ▲ | 22.2% | 239,396 | 3.4% | Computer and Technology |
MGV Vanguard Mega Cap Value ETF | $25,861,939 | $18,180 ▲ | 0.1% | 207,693 | 2.6% | ETF |
AMZN Amazon.com | $19,671,582 | $4,166,416 ▲ | 26.9% | 88,891 | 2.0% | Retail/Wholesale |
META Meta Platforms | $12,795,856 | $2,266,265 ▲ | 21.5% | 21,642 | 1.3% | Computer and Technology |
GOOGL Alphabet | $12,357,694 | $2,447,901 ▲ | 24.7% | 64,618 | 1.3% | Computer and Technology |
TSLA Tesla | $10,417,600 | $2,884,386 ▲ | 38.3% | 24,957 | 1.1% | Auto/Tires/Trucks |
AVGO Broadcom | $10,097,955 | $1,627,631 ▲ | 19.2% | 42,864 | 1.0% | Computer and Technology |
QGRW WisdomTree U.S. Quality Growth Fund | $10,019,624 | $83,728 ▲ | 0.8% | 201,521 | 1.0% | ETF |
JPM JPMorgan Chase & Co. | $9,270,624 | $1,992,836 ▲ | 27.4% | 38,737 | 0.9% | Finance |
GOOG Alphabet | $9,235,917 | $1,684,706 ▲ | 22.3% | 47,931 | 0.9% | Computer and Technology |
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | $9,058,449 | $648,139 ▲ | 7.7% | 210,955 | 0.9% | Finance |
VOO Vanguard S&P 500 ETF | $8,439,773 | $1,879,473 ▼ | -18.2% | 15,600 | 0.9% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $8,152,363 | $257,891 ▲ | 3.3% | 100,683 | 0.8% | Manufacturing |
VT Vanguard Total World Stock ETF | $8,061,419 | $618,895 ▲ | 8.3% | 68,462 | 0.8% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $7,810,869 | $497,049 ▲ | 6.8% | 225,487 | 0.8% | ETF |
IVV iShares Core S&P 500 ETF | $7,541,688 | $153,068 ▲ | 2.1% | 12,761 | 0.8% | ETF |
V Visa | $7,505,944 | $1,186,244 ▲ | 18.8% | 23,804 | 0.8% | Business Services |
CAPITAL GROUP CORE BALANCED
| $7,304,464 | $673,626 ▲ | 10.2% | 233,146 | 0.7% | SHS |
DIMENSIONAL ETF TRUST
| $7,203,748 | $273,060 ▼ | -3.7% | 112,016 | 0.7% | US CORE EQUITY 1 |
LLY Eli Lilly and Company | $6,884,573 | $951,891 ▲ | 16.0% | 8,896 | 0.7% | Medical |
BNDX Vanguard Total International Bond ETF | $6,424,543 | $1,722,849 ▲ | 36.6% | 130,926 | 0.7% | ETF |
BRK.B Berkshire Hathaway | $6,216,295 | $1,568,091 ▲ | 33.7% | 13,748 | 0.6% | Finance |
VMBS Vanguard Mortgage-Backed Securities ETF | $6,075,048 | $772,924 ▲ | 14.6% | 133,900 | 0.6% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $5,841,148 | $270,796 ▲ | 4.9% | 122,174 | 0.6% | ETF |
CAPITAL GROUP DIVIDEND GROWE
| $5,563,221 | $775,697 ▲ | 16.2% | 188,456 | 0.6% | SHS ETF |
CGGR Capital Group Growth ETF | $5,479,153 | $582,561 ▲ | 11.9% | 146,384 | 0.6% | ETF |
COST Costco Wholesale | $5,423,047 | $820,835 ▲ | 17.8% | 5,880 | 0.6% | Retail/Wholesale |
MTGP WisdomTree Mortgage Plus Bond Fund | $5,219,380 | $160,845 ▲ | 3.2% | 120,973 | 0.5% | Finance |
PG Procter & Gamble | $5,155,152 | $1,206,578 ▲ | 30.6% | 30,852 | 0.5% | Consumer Staples |
VONG Vanguard Russell 1000 Growth ETF | $5,120,199 | $231,557 ▲ | 4.7% | 49,133 | 0.5% | ETF |
CGMS Capital Group U.S. Multi-Sector Income ETF | $5,062,263 | $915,240 ▲ | 22.1% | 185,363 | 0.5% | ETF |
JNJ Johnson & Johnson | $4,811,939 | $278,367 ▲ | 6.1% | 33,570 | 0.5% | Medical |
MA Mastercard | $4,788,976 | $764,176 ▲ | 19.0% | 9,112 | 0.5% | Business Services |
WMT Walmart | $4,697,891 | $1,153,687 ▲ | 32.6% | 51,870 | 0.5% | Retail/Wholesale |
CGUS Capital Group Core Equity ETF | $4,545,947 | $503,994 ▲ | 12.5% | 129,588 | 0.5% | ETF |
HD Home Depot | $4,405,759 | $717,352 ▲ | 19.4% | 11,313 | 0.4% | Retail/Wholesale |
JEPI JPMorgan Equity Premium Income ETF | $4,325,055 | $771,915 ▼ | -15.1% | 74,621 | 0.4% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $4,201,294 | $86,057 ▲ | 2.1% | 43,303 | 0.4% | Finance |
NFLX Netflix | $4,160,449 | $715,921 ▲ | 20.8% | 4,620 | 0.4% | Consumer Discretionary |
SPYG SPDR Portfolio S&P 500 Growth ETF | $4,058,780 | $363,370 ▼ | -8.2% | 45,774 | 0.4% | ETF |
ABBV AbbVie | $4,002,994 | $614,774 ▲ | 18.1% | 22,718 | 0.4% | Medical |
CAPITAL GRP FIXED INCM ETF T
| $3,985,171 | $681,894 ▲ | 20.6% | 154,464 | 0.4% | CORE BOND ETF |
UNH UnitedHealth Group | $3,892,204 | $810,537 ▲ | 26.3% | 7,664 | 0.4% | Medical |
USMF WisdomTree U.S. Multifactor Fund | $3,689,563 | $43,423 ▼ | -1.2% | 74,177 | 0.4% | Finance |
TOTL SPDR Doubleline Total Return Tactical ETF | $3,651,316 | $264,768 ▼ | -6.8% | 92,673 | 0.4% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $3,648,403 | $287,601 ▲ | 8.6% | 141,356 | 0.4% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $3,607,677 | $139,749 ▲ | 4.0% | 105,611 | 0.4% | ETF |
MRK Merck & Co., Inc. | $3,533,991 | $202,448 ▲ | 6.1% | 35,925 | 0.4% | Medical |
SCHD Schwab US Dividend Equity ETF | $3,505,243 | $2,376,503 ▲ | 210.5% | 128,727 | 0.4% | ETF |
VUG Vanguard Growth ETF | $3,462,187 | $771,308 ▲ | 28.7% | 8,358 | 0.4% | ETF |
CGGO Capital Group Global Growth Equity ETF | $3,455,274 | $473,518 ▲ | 15.9% | 117,847 | 0.4% | ETF |
BSV Vanguard Short-Term Bond ETF | $3,447,976 | $1,540,554 ▲ | 80.8% | 44,633 | 0.4% | ETF |
XOM Exxon Mobil | $3,394,661 | $341,613 ▲ | 11.2% | 32,097 | 0.3% | Oils/Energy |
NOW ServiceNow | $3,346,918 | $270,188 ▲ | 8.8% | 3,134 | 0.3% | Computer and Technology |
QUS SPDR MSCI USA StrategicFactors ETF | $3,312,336 | $146,963 ▼ | -4.2% | 21,344 | 0.3% | ETF |
IYW iShares U.S. Technology ETF | $3,308,228 | $665,896 ▲ | 25.2% | 20,548 | 0.3% | Manufacturing |
TLH iShares 10-20 Year Treasury Bond ETF | $3,274,930 | $513,536 ▲ | 18.6% | 32,798 | 0.3% | ETF |
VONV Vanguard Russell 1000 Value | $3,252,163 | $204,188 ▲ | 6.7% | 40,105 | 0.3% | ETF |
ACN Accenture | $3,216,555 | $572,106 ▲ | 21.6% | 9,125 | 0.3% | Computer and Technology |
CVX Chevron | $3,174,403 | $560,138 ▲ | 21.4% | 22,187 | 0.3% | Oils/Energy |
ORCL Oracle | $3,144,638 | $235,347 ▲ | 8.1% | 18,840 | 0.3% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $3,012,935 | $20,939 ▼ | -0.7% | 10,360 | 0.3% | ETF |
CRM Salesforce | $2,936,624 | $588,601 ▲ | 25.1% | 8,746 | 0.3% | Computer and Technology |
VTV Vanguard Value ETF | $2,925,279 | $166,073 ▲ | 6.0% | 17,315 | 0.3% | ETF |
BAC Bank of America | $2,907,069 | $704,977 ▲ | 32.0% | 66,205 | 0.3% | Finance |
XLK Technology Select Sector SPDR Fund | $2,880,932 | $534,826 ▲ | 22.8% | 12,287 | 0.3% | ETF |
MCD McDonald's | $2,848,300 | $311,329 ▲ | 12.3% | 9,835 | 0.3% | Retail/Wholesale |
IHDG WisdomTree International Hedged Quality Dividend Growth Fund | $2,832,157 | $81,811 ▲ | 3.0% | 65,152 | 0.3% | Finance |
DFAS Dimensional U.S. Small Cap ETF | $2,760,099 | $71,652 ▼ | -2.5% | 42,450 | 0.3% | ETF |
CGDV Capital Group Dividend Value ETF | $2,751,420 | $291,001 ▲ | 11.8% | 77,966 | 0.3% | ETF |
CGCP Capital Group Core Plus Income ETF | $2,745,429 | $538,328 ▲ | 24.4% | 123,668 | 0.3% | ETF |
COP ConocoPhillips | $2,741,344 | $221,754 ▲ | 8.8% | 28,235 | 0.3% | Oils/Energy |
SMMD iShares Russell 2500 ETF | $2,726,175 | $135,348 ▼ | -4.7% | 40,143 | 0.3% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $2,711,437 | $108,865 ▲ | 4.2% | 61,469 | 0.3% | ETF |
BLACKROCK INC
| $2,694,798 | $2,694,798 ▲ | New Holding | 2,622 | 0.3% | COM |
DXJ WisdomTree Japan Hedged Equity Fund | $2,638,993 | $119,144 ▲ | 4.7% | 23,988 | 0.3% | Finance |
GS The Goldman Sachs Group | $2,627,112 | $401,524 ▲ | 18.0% | 4,580 | 0.3% | Finance |
CSCO Cisco Systems | $2,623,401 | $619,196 ▲ | 30.9% | 44,321 | 0.3% | Computer and Technology |
TMO Thermo Fisher Scientific | $2,594,312 | $154,621 ▲ | 6.3% | 5,000 | 0.3% | Medical |
ABT Abbott Laboratories | $2,567,337 | $381,942 ▲ | 17.5% | 22,760 | 0.3% | Medical |
QUAL iShares MSCI USA Quality Factor ETF | $2,527,799 | $224,832 ▼ | -8.2% | 14,155 | 0.3% | ETF |
ETN Eaton | $2,510,491 | $308,784 ▲ | 14.0% | 7,553 | 0.3% | Industrial Products |
IJR iShares Core S&P Small-Cap ETF | $2,473,656 | $2,367,880 ▲ | 2,238.6% | 21,515 | 0.3% | ETF |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $2,434,185 | $114,729 ▼ | -4.5% | 47,165 | 0.2% | Manufacturing |
TJX TJX Companies | $2,393,532 | $438,237 ▲ | 22.4% | 19,766 | 0.2% | Retail/Wholesale |
BND Vanguard Total Bond Market ETF | $2,390,675 | $111,791 ▲ | 4.9% | 33,190 | 0.2% | ETF |
KO Coca-Cola | $2,382,659 | $340,052 ▲ | 16.6% | 38,411 | 0.2% | Consumer Staples |
USFR WisdomTree Bloomberg Floating Rate Treasury Fund | $2,327,653 | $23,184 ▼ | -1.0% | 46,284 | 0.2% | Finance |
SYK Stryker | $2,297,180 | $704,261 ▲ | 44.2% | 6,341 | 0.2% | Medical |
VYMI Vanguard International High Dividend Yield ETF | $2,290,695 | $99,457 ▼ | -4.2% | 33,811 | 0.2% | ETF |
BKNG Booking | $2,252,410 | $329,621 ▲ | 17.1% | 451 | 0.2% | Retail/Wholesale |
INTU Intuit | $2,230,311 | $332,214 ▲ | 17.5% | 3,538 | 0.2% | Computer and Technology |
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | $2,227,232 | $62,598 ▲ | 2.9% | 72,690 | 0.2% | Finance |
ADBE Adobe | $2,226,780 | $398,101 ▲ | 21.8% | 4,995 | 0.2% | Computer and Technology |
PEP PepsiCo | $2,214,084 | $95,889 ▼ | -4.2% | 14,593 | 0.2% | Consumer Staples |
IBM International Business Machines | $2,194,263 | $388,765 ▲ | 21.5% | 9,962 | 0.2% | Computer and Technology |
AXP American Express | $2,127,800 | $533,734 ▲ | 33.5% | 7,156 | 0.2% | Finance |
ISRG Intuitive Surgical | $2,124,864 | $354,671 ▲ | 20.0% | 4,032 | 0.2% | Medical |
