SPLG SPDR Portfolio S&P 500 ETF | $33,252 | $2,295 ▲ | 7.4% | 492,550 | 3.7% | ETF |
CGXU Capital Group International Focus Equity ETF | $25,426 | $755 ▲ | 3.1% | 942,763 | 2.8% | ETF |
VO Vanguard Mid-Cap ETF | $23,872 | $50 ▲ | 0.2% | 90,483 | 2.7% | ETF |
AAPL Apple | $21,858 | $1,930 ▼ | -8.1% | 93,813 | 2.4% | Computer and Technology |
QQQ Invesco QQQ | $21,383 | $327 ▲ | 1.6% | 43,811 | 2.4% | Finance |
QQQM Invesco NASDAQ 100 ETF | $19,049 | $1,122 ▲ | 6.3% | 94,843 | 2.1% | ETF |
PDI PIMCO Dynamic Income Fund | $17,660 | $475 ▼ | -2.6% | 871,238 | 2.0% | Financial Services |
PAXS PIMCO Access Income Fund | $17,626 | $1,924 ▲ | 12.3% | 1,059,880 | 2.0% | Financial Services |
PDO Pimco Dynamic Income Opportunities Fund | $17,589 | $1,079 ▲ | 6.5% | 1,245,645 | 2.0% | Basic Materials |
KBWB Invesco KBW Bank ETF | $17,171 | $974 ▼ | -5.4% | 292,978 | 1.9% | Manufacturing |
KKR KKR & Co. Inc. | $17,077 | $6 ▲ | 0.0% | 130,777 | 1.9% | Finance |
VTV Vanguard Value ETF | $15,187 | $39 ▼ | -0.3% | 86,995 | 1.7% | ETF |
IBOC International Bancshares | $13,843 | $1,495 ▼ | -9.7% | 231,525 | 1.5% | Finance |
VXF Vanguard Extended Market ETF | $13,477 | $25 ▼ | -0.2% | 74,055 | 1.5% | ETF |
BX Blackstone | $13,414 | $321 ▲ | 2.5% | 87,599 | 1.5% | Finance |
META Meta Platforms | $12,699 | $174 ▼ | -1.4% | 22,184 | 1.4% | Computer and Technology |
MSFT Microsoft | $11,858 | $393 ▼ | -3.2% | 27,557 | 1.3% | Computer and Technology |
MGV Vanguard Mega Cap Value ETF | $11,239 | $317 ▼ | -2.7% | 87,616 | 1.2% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $10,566 | $457 ▼ | -4.1% | 208,234 | 1.2% | ETF |
CGGR Capital Group Growth ETF | $10,518 | $4,776 ▲ | 83.2% | 302,329 | 1.2% | ETF |
MGK Vanguard Mega Cap Growth ETF | $10,395 | $237 ▲ | 2.3% | 32,287 | 1.2% | ETF |
APO Apollo Global Management | $9,391 | $61 ▲ | 0.6% | 75,185 | 1.0% | Finance |
VOO Vanguard S&P 500 ETF | $9,206 | $473 ▲ | 5.4% | 17,447 | 1.0% | ETF |
UNH UnitedHealth Group | $8,968 | $12 ▲ | 0.1% | 15,338 | 1.0% | Medical |
AB Active Short Duration ETF
| $8,928 | $149 ▼ | -1.6% | 248,349 | 1.0% | COM |
QUAL iShares MSCI USA Quality Factor ETF | $8,924 | $1,121 ▲ | 14.4% | 49,772 | 1.0% | ETF |
IVV iShares Core S&P 500 ETF | $8,689 | $322 ▼ | -3.6% | 15,063 | 1.0% | ETF |
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF | $8,680 | $15 ▼ | -0.2% | 269,982 | 1.0% | Manufacturing |
DFAE Dimensional Emerging Core Equity Market ETF | $7,768 | $1,548 ▼ | -16.6% | 283,409 | 0.9% | ETF |
BND Vanguard Total Bond Market ETF | $7,731 | $15 ▲ | 0.2% | 102,925 | 0.9% | ETF |
XLE Energy Select Sector SPDR Fund | $7,323 | $81 ▲ | 1.1% | 83,400 | 0.8% | ETF |
IXN iShares Global Tech ETF | $7,073 | | 0.0% | 85,700 | 0.8% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $7,034 | $653 ▲ | 10.2% | 106,854 | 0.8% | ETF |
VUG Vanguard Growth ETF | $6,620 | $138 ▲ | 2.1% | 17,242 | 0.7% | ETF |
CG The Carlyle Group | $6,508 | $323 ▲ | 5.2% | 151,134 | 0.7% | Finance |
EMXC iShares MSCI Emerging Markets ex China ETF | $6,496 | $52 ▲ | 0.8% | 106,295 | 0.7% | Manufacturing |
GE General Electric | $6,493 | $93 ▼ | -1.4% | 34,430 | 0.7% | Transportation |
IJH iShares Core S&P Mid-Cap ETF | $6,340 | $162 ▲ | 2.6% | 101,740 | 0.7% | ETF |
AMZN Amazon.com | $5,914 | $123 ▼ | -2.0% | 31,741 | 0.7% | Retail/Wholesale |
SHV iShares Short Treasury Bond ETF | $5,905 | $612 ▲ | 11.6% | 53,377 | 0.7% | ETF |
VXUS Vanguard Total International Stock ETF | $5,502 | $71 ▲ | 1.3% | 84,988 | 0.6% | ETF |
ORCL Oracle | $5,499 | $90 ▼ | -1.6% | 32,274 | 0.6% | Computer and Technology |
HD Home Depot | $5,466 | $77 ▼ | -1.4% | 13,490 | 0.6% | Retail/Wholesale |
VOE Vanguard Mid-Cap Value ETF | $5,361 | $45 ▼ | -0.8% | 31,975 | 0.6% | ETF |
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares | $5,260 | $18 ▲ | 0.4% | 58,310 | 0.6% | ETF |
VFH Vanguard Financials ETF | $5,247 | $105 ▼ | -2.0% | 47,735 | 0.6% | ETF |
JPM JPMorgan Chase & Co. | $5,148 | $66 ▼ | -1.3% | 24,413 | 0.6% | Finance |
IBB iShares Biotechnology ETF | $5,120 | $28 ▲ | 0.5% | 35,165 | 0.6% | Finance |
GINN Goldman Sachs Innovate Equity ETF | $5,109 | $138 ▼ | -2.6% | 83,710 | 0.6% | ETF |
AVUS Avantis U.S. Equity ETF | $4,945 | $120 ▼ | -2.4% | 51,966 | 0.5% | ETF |
Harbor Long Term Growers ETF
| $4,881 | $653 ▲ | 15.4% | 190,590 | 0.5% | COM |
IWD iShares Russell 1000 Value ETF | $4,825 | $122 ▲ | 2.6% | 25,424 | 0.5% | ETF |
BAC Bank of America | $4,750 | $79 ▼ | -1.6% | 119,702 | 0.5% | Finance |
MLPX Global X MLP & Energy Infrastructure ETF | $4,586 | $24 ▼ | -0.5% | 84,250 | 0.5% | ETF |
CGCP Capital Group Core Plus Income ETF | $4,504 | $2,190 ▲ | 94.6% | 194,803 | 0.5% | ETF |
CVS CVS Health | $4,473 | $571 ▲ | 14.6% | 71,142 | 0.5% | Retail/Wholesale |
COST Costco Wholesale | $4,307 | $88 ▼ | -2.0% | 4,858 | 0.5% | Retail/Wholesale |
IQLT iShares MSCI Intl Quality Factor ETF | $4,266 | $121 ▲ | 2.9% | 102,817 | 0.5% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $4,233 | $340 ▼ | -7.4% | 67,190 | 0.5% | ETF |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $4,231 | $211 ▼ | -4.7% | 42,021 | 0.5% | ETF |
DFAI Dimensional International Core Equity Market ETF | $4,215 | $180 ▼ | -4.1% | 132,635 | 0.5% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $4,086 | $6 ▲ | 0.2% | 33,051 | 0.5% | ETF |
REET iShares Global REIT ETF | $4,012 | $115 ▼ | -2.8% | 150,335 | 0.4% | ETF |
RBLX Roblox | $3,881 | $13 ▼ | -0.3% | 87,697 | 0.4% | Consumer Discretionary |
WBD Warner Bros. Discovery | $3,877 | $401 ▲ | 11.5% | 469,903 | 0.4% | Consumer Discretionary |
SPDW SPDR Portfolio Developed World ex-US ETF | $3,874 | $126 ▲ | 3.4% | 103,150 | 0.4% | ETF |
BSV Vanguard Short-Term Bond ETF | $3,872 | $109 ▼ | -2.7% | 49,205 | 0.4% | ETF |
ITB iShares U.S. Home Construction ETF | $3,856 | $86 ▼ | -2.2% | 30,340 | 0.4% | ETF |
SPY SPDR S&P 500 ETF Trust | $3,747 | $310 ▲ | 9.0% | 6,531 | 0.4% | Finance |
SCHW Charles Schwab | $3,572 | $23 ▲ | 0.6% | 55,111 | 0.4% | Finance |
PFE Pfizer | $3,443 | $27 ▼ | -0.8% | 118,962 | 0.4% | Medical |
FDX FedEx | $3,439 | $1 ▲ | 0.0% | 12,566 | 0.4% | Transportation |
RPV Invesco S&P 500 Pure Value ETF | $3,437 | $281 ▼ | -7.5% | 38,649 | 0.4% | ETF |
EFV iShares MSCI EAFE Value ETF | $3,381 | $147 ▲ | 4.5% | 58,767 | 0.4% | ETF |
IWF iShares Russell 1000 Growth ETF | $3,352 | $84 ▲ | 2.6% | 8,930 | 0.4% | ETF |
BRK.B Berkshire Hathaway | $3,280 | | 0.0% | 7,127 | 0.4% | Finance |
AXP American Express | $3,268 | $7 ▲ | 0.2% | 12,048 | 0.4% | Finance |
XBI SPDR S&P Biotech ETF | $3,172 | $16 ▲ | 0.5% | 32,105 | 0.4% | ETF |
PFF iShares Preferred and Income Securities ETF | $3,150 | $96 ▲ | 3.1% | 94,805 | 0.3% | ETF |
AAXJ iShares MSCI All Country Asia ex Japan ETF | $3,135 | $340 ▼ | -9.8% | 39,964 | 0.3% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $3,133 | $91 ▼ | -2.8% | 48,503 | 0.3% | ETF |
VB Vanguard Small-Cap ETF | $3,090 | $71 ▼ | -2.3% | 13,028 | 0.3% | ETF |
VTI Vanguard Total Stock Market ETF | $3,086 | $55 ▲ | 1.8% | 10,899 | 0.3% | ETF |
NFLX Netflix | $3,043 | $67 ▼ | -2.2% | 4,291 | 0.3% | Consumer Discretionary |
CMCSA Comcast | $3,011 | $75 ▲ | 2.6% | 72,087 | 0.3% | Consumer Discretionary |
INTC Intel | $2,982 | $894 ▲ | 42.8% | 127,123 | 0.3% | Computer and Technology |
TSLA Tesla | $2,861 | $18 ▲ | 0.6% | 10,936 | 0.3% | Auto/Tires/Trucks |
WFC Wells Fargo & Company | $2,856 | $15 ▼ | -0.5% | 50,563 | 0.3% | Finance |
GNR SPDR S&P Global Natural Resources ETF | $2,841 | $52 ▼ | -1.8% | 49,269 | 0.3% | ETF |
IVE iShares S&P 500 Value ETF | $2,836 | $2 ▼ | -0.1% | 14,385 | 0.3% | ETF |
CGSD Capital Group Short Duration Income ETF | $2,824 | $252 ▲ | 9.8% | 108,977 | 0.3% | ETF |
DIS Walt Disney | $2,816 | $58 ▲ | 2.1% | 29,277 | 0.3% | Consumer Discretionary |
VEA Vanguard FTSE Developed Markets ETF | $2,772 | $27 ▼ | -1.0% | 52,490 | 0.3% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $2,764 | $431 ▲ | 18.5% | 50,545 | 0.3% | ETF |
PG Procter & Gamble | $2,732 | | 0.0% | 15,773 | 0.3% | Consumer Staples |
VWO Vanguard FTSE Emerging Markets ETF | $2,708 | $208 ▼ | -7.1% | 56,591 | 0.3% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $2,684 | $171 ▼ | -6.0% | 46,743 | 0.3% | ETF |
GOOG Alphabet | $2,580 | $25 ▼ | -1.0% | 15,429 | 0.3% | Computer and Technology |
DFAT Dimensional U.S. Targeted Value ETF | $2,560 | $35 ▼ | -1.3% | 46,020 | 0.3% | ETF |
JMST JPMorgan Ultra-Short Municipal ETF | $2,527 | $2,527 ▲ | New Holding | 49,600 | 0.3% | ETF |
