SPLG SPDR Portfolio S&P 500 ETF | $39,586 | $4,547 ▲ | 13.0% | 601,977 | 4.4% | ETF |
VO Vanguard Mid-Cap ETF | $23,361 | $539 ▲ | 2.4% | 90,328 | 2.6% | ETF |
QQQM Invesco NASDAQ 100 ETF | $23,320 | $3,039 ▲ | 15.0% | 120,816 | 2.6% | ETF |
CGGR Capital Group Growth ETF | $22,563 | $6,728 ▲ | 42.5% | 658,785 | 2.5% | ETF |
PAXS PIMCO Access Income Fund | $22,187 | $1,077 ▲ | 5.1% | 1,381,535 | 2.4% | Financial Services |
CGXU Capital Group International Focus Equity ETF | $22,178 | $42 ▼ | -0.2% | 905,950 | 2.4% | ETF |
PDO Pimco Dynamic Income Opportunities Fund | $21,660 | $1,204 ▲ | 5.9% | 1,560,528 | 2.4% | Basic Materials |
QQQ Invesco QQQ | $18,337 | $882 ▲ | 5.1% | 39,105 | 2.0% | Finance |
VTV Vanguard Value ETF | $18,328 | $2,008 ▲ | 12.3% | 106,102 | 2.0% | ETF |
KBWB Invesco KBW Bank ETF | $17,831 | $21 ▼ | -0.1% | 284,068 | 2.0% | Manufacturing |
KKR KKR & Co. Inc. | $16,038 | $1,124 ▲ | 7.5% | 138,723 | 1.8% | Finance |
PDI PIMCO Dynamic Income Fund | $15,347 | $636 ▼ | -4.0% | 775,081 | 1.7% | Financial Services |
IBOC International Bancshares | $13,323 | $16 ▼ | -0.1% | 211,275 | 1.5% | Finance |
BX Blackstone | $13,206 | $968 ▲ | 7.9% | 94,480 | 1.5% | Finance |
VXF Vanguard Extended Market ETF | $12,881 | $93 ▲ | 0.7% | 74,778 | 1.4% | ETF |
MGV Vanguard Mega Cap Value ETF | $12,651 | $708 ▲ | 5.9% | 98,193 | 1.4% | ETF |
VOO Vanguard S&P 500 ETF | $12,571 | $2,584 ▲ | 25.9% | 24,462 | 1.4% | ETF |
META Meta Platforms | $12,313 | $147 ▼ | -1.2% | 21,363 | 1.4% | Computer and Technology |
APO Apollo Global Management | $11,633 | $1,249 ▲ | 12.0% | 84,952 | 1.3% | Finance |
AAPL Apple | $10,799 | $817 ▼ | -7.0% | 48,617 | 1.2% | Computer and Technology |
MGK Vanguard Mega Cap Growth ETF | $10,759 | $571 ▲ | 5.6% | 34,831 | 1.2% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $10,570 | $729 ▼ | -6.5% | 208,776 | 1.2% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $10,360 | $497 ▲ | 5.0% | 60,625 | 1.1% | ETF |
AB Active Short Duration ETF
| $10,269 | $773 ▲ | 8.1% | 288,948 | 1.1% | COM |
IVV iShares Core S&P 500 ETF | $9,185 | $493 ▲ | 5.7% | 16,347 | 1.0% | ETF |
MSFT Microsoft | $8,486 | $21 ▲ | 0.2% | 22,606 | 0.9% | Computer and Technology |
Harbor Long Term Growers ETF
| $8,400 | $1,178 ▲ | 16.3% | 342,845 | 0.9% | COM |
UNH UnitedHealth Group | $8,124 | $105 ▲ | 1.3% | 15,511 | 0.9% | Medical |
CG The Carlyle Group | $7,780 | $1,025 ▲ | 15.2% | 178,485 | 0.9% | Finance |
VUG Vanguard Growth ETF | $7,399 | $401 ▲ | 5.7% | 19,952 | 0.8% | ETF |
XLE Energy Select Sector SPDR Fund | $7,336 | $47 ▼ | -0.6% | 78,500 | 0.8% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $7,185 | $3 ▼ | 0.0% | 110,188 | 0.8% | ETF |
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF | $7,074 | $254 ▼ | -3.5% | 248,567 | 0.8% | Manufacturing |
IJH iShares Core S&P Mid-Cap ETF | $6,729 | $637 ▲ | 10.5% | 115,329 | 0.7% | ETF |
IXN iShares Global Tech ETF | $6,591 | $85 ▲ | 1.3% | 87,020 | 0.7% | ETF |
GE GE Aerospace | $6,570 | $5 ▲ | 0.1% | 32,823 | 0.7% | Industrials |
AVUS Avantis U.S. Equity ETF | $6,479 | $1,345 ▲ | 26.2% | 70,136 | 0.7% | ETF |
CGCP Capital Group Core Plus Income ETF | $6,398 | $1,094 ▲ | 20.6% | 284,993 | 0.7% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $6,166 | $328 ▼ | -5.0% | 238,178 | 0.7% | ETF |
AMZN Amazon.com | $5,848 | $59 ▼ | -1.0% | 30,737 | 0.6% | Retail/Wholesale |
VFH Vanguard Financials ETF | $5,712 | $42 ▲ | 0.7% | 47,810 | 0.6% | ETF |
JMST JPMorgan Ultra-Short Municipal ETF | $5,561 | $1,143 ▲ | 25.9% | 109,365 | 0.6% | ETF |
MLPX Global X MLP & Energy Infrastructure ETF | $5,449 | $16 ▲ | 0.3% | 85,394 | 0.6% | ETF |
CVS CVS Health | $5,362 | $44 ▼ | -0.8% | 79,140 | 0.6% | Medical |
VTI Vanguard Total Stock Market ETF | $5,257 | $2,038 ▲ | 63.3% | 19,129 | 0.6% | ETF |
JPM JPMorgan Chase & Co. | $5,146 | $5 ▼ | -0.1% | 20,977 | 0.6% | Finance |
VOE Vanguard Mid-Cap Value ETF | $5,082 | $80 ▼ | -1.5% | 31,658 | 0.6% | ETF |
BND Vanguard Total Bond Market ETF | $5,081 | $1,526 ▼ | -23.1% | 69,175 | 0.6% | ETF |
WBD Warner Bros. Discovery | $5,078 | $12 ▼ | -0.2% | 473,216 | 0.6% | Consumer Discretionary |
VXUS Vanguard Total International Stock ETF | $4,950 | $263 ▼ | -5.0% | 79,705 | 0.5% | ETF |
IWD iShares Russell 1000 Value ETF | $4,924 | $9 ▲ | 0.2% | 26,170 | 0.5% | ETF |
IBB iShares Biotechnology ETF | $4,845 | $758 ▲ | 18.5% | 37,880 | 0.5% | Finance |
SPY SPDR S&P 500 ETF Trust | $4,828 | $808 ▲ | 20.1% | 8,631 | 0.5% | Finance |
GINN Goldman Sachs Innovate Equity ETF | $4,698 | $51 ▲ | 1.1% | 79,795 | 0.5% | ETF |
RBLX Roblox | $4,682 | $74 ▼ | -1.6% | 80,327 | 0.5% | Consumer Discretionary |
PYLD PIMCO Multi Sector Bond Active ETF | $4,597 | $1,089 ▲ | 31.0% | 174,441 | 0.5% | ETF |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $4,478 | $69 ▲ | 1.6% | 44,504 | 0.5% | ETF |
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares | $4,446 | $310 ▲ | 7.5% | 50,995 | 0.5% | ETF |
COST Costco Wholesale | $4,383 | $261 ▲ | 6.3% | 4,634 | 0.5% | Retail/Wholesale |
Global X 1-3 month T-Bill ETF
| $4,381 | $4,381 ▲ | New Holding | 43,615 | 0.5% | COM |
HD Home Depot | $4,215 | $11 ▼ | -0.3% | 11,500 | 0.5% | Retail/Wholesale |
BAC Bank of America | $4,045 | $20 ▼ | -0.5% | 96,927 | 0.4% | Finance |
IQLT iShares MSCI Intl Quality Factor ETF | $4,040 | $367 ▼ | -8.3% | 101,777 | 0.4% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $3,976 | $15 ▼ | -0.4% | 33,206 | 0.4% | ETF |
NFLX Netflix | $3,942 | $60 ▼ | -1.5% | 4,227 | 0.4% | Consumer Discretionary |
SCHW Charles Schwab | $3,838 | $8 ▲ | 0.2% | 49,026 | 0.4% | Finance |
DFAI Dimensional International Core Equity Market ETF | $3,821 | $172 ▼ | -4.3% | 122,366 | 0.4% | ETF |
ORCL Oracle | $3,740 | $21 ▲ | 0.6% | 26,753 | 0.4% | Computer and Technology |
BSV Vanguard Short-Term Bond ETF | $3,723 | $90 ▼ | -2.4% | 47,565 | 0.4% | ETF |
CGSD Capital Group Short Duration Income ETF | $3,713 | $284 ▲ | 8.3% | 143,845 | 0.4% | ETF |
Jensen Quality Growth ETF
| $3,684 | $2,499 ▲ | 210.8% | 144,582 | 0.4% | COM |
HUM Humana | $3,680 | $425 ▲ | 13.1% | 13,908 | 0.4% | Medical |
REET iShares Global REIT ETF | $3,654 | $37 ▲ | 1.0% | 150,630 | 0.4% | ETF |
WFC Wells Fargo & Company | $3,626 | | 0.0% | 50,513 | 0.4% | Finance |
RPV Invesco S&P 500 Pure Value ETF | $3,596 | | 0.0% | 38,939 | 0.4% | ETF |
IWF iShares Russell 1000 Growth ETF | $3,483 | $39 ▲ | 1.1% | 9,647 | 0.4% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $3,483 | $502 ▼ | -12.6% | 57,415 | 0.4% | ETF |
BRK.B Berkshire Hathaway | $3,391 | | 0.0% | 6,367 | 0.4% | Finance |
EFV iShares MSCI EAFE Value ETF | $3,379 | $168 ▼ | -4.7% | 57,322 | 0.4% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $3,336 | $1,460 ▼ | -30.4% | 60,558 | 0.4% | Manufacturing |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $3,289 | $342 ▲ | 11.6% | 64,255 | 0.4% | ETF |
IVE iShares S&P 500 Value ETF | $2,965 | $30 ▲ | 1.0% | 15,560 | 0.3% | ETF |
TSLA Tesla | $2,936 | $127 ▲ | 4.5% | 11,327 | 0.3% | Auto/Tires/Trucks |
VB Vanguard Small-Cap ETF | $2,800 | $125 ▼ | -4.3% | 12,628 | 0.3% | ETF |
AXP American Express | $2,747 | | 0.0% | 10,210 | 0.3% | Finance |
CGDV Capital Group Dividend Value ETF | $2,704 | $657 ▲ | 32.1% | 75,872 | 0.3% | ETF |
AIG American International Group | $2,669 | | 0.0% | 30,695 | 0.3% | Finance |
VEA Vanguard FTSE Developed Markets ETF | $2,666 | $2 ▼ | -0.1% | 52,455 | 0.3% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $2,663 | $327 ▼ | -10.9% | 73,145 | 0.3% | ETF |
PFF iShares Preferred and Income Securities ETF | $2,663 | $294 ▼ | -9.9% | 86,660 | 0.3% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $2,644 | $10 ▼ | -0.4% | 10,807 | 0.3% | ETF |
FDX FedEx | $2,611 | | 0.0% | 10,711 | 0.3% | Transportation |
BAM Brookfield Asset Management | $2,489 | $957 ▲ | 62.5% | 51,372 | 0.3% | Finance |
RIVN Rivian Automotive | $2,473 | $585 ▲ | 31.0% | 198,654 | 0.3% | Auto/Tires/Trucks |
BN Brookfield | $2,440 | $838 ▲ | 52.3% | 46,551 | 0.3% | Finance |
XBI SPDR S&P Biotech ETF | $2,436 | $68 ▼ | -2.7% | 30,042 | 0.3% | ETF |
CMCSA Comcast | $2,420 | $118 ▲ | 5.1% | 65,595 | 0.3% | Consumer Discretionary |
GOOG Alphabet | $2,398 | $42 ▲ | 1.8% | 15,349 | 0.3% | Computer and Technology |
DFAT Dimensional U.S. Targeted Value ETF | $2,364 | $5 ▼ | -0.2% | 45,920 | 0.3% | ETF |
PG Procter & Gamble | $2,345 | | 0.0% | 13,758 | 0.3% | Consumer Staples |
