SPLG SPDR Portfolio S&P 500 ETF | $36,734 | $2,777 ▲ | 8.2% | 532,835 | 4.1% | ETF |
VO Vanguard Mid-Cap ETF | $23,308 | $592 ▼ | -2.5% | 88,243 | 2.6% | ETF |
CGXU Capital Group International Focus Equity ETF | $22,393 | $865 ▼ | -3.7% | 907,683 | 2.5% | ETF |
QQQM Invesco NASDAQ 100 ETF | $22,113 | $2,153 ▲ | 10.8% | 105,074 | 2.5% | ETF |
PAXS PIMCO Access Income Fund | $20,046 | $3,883 ▲ | 24.0% | 1,314,494 | 2.2% | Financial Services |
PDO Pimco Dynamic Income Opportunities Fund | $20,029 | $3,101 ▲ | 18.3% | 1,473,806 | 2.2% | Basic Materials |
KKR KKR & Co. Inc. | $19,081 | $262 ▼ | -1.4% | 129,003 | 2.1% | Finance |
QQQ Invesco QQQ | $19,031 | $3,367 ▼ | -15.0% | 37,225 | 2.1% | Finance |
KBWB Invesco KBW Bank ETF | $18,585 | $561 ▼ | -2.9% | 284,398 | 2.1% | Manufacturing |
CGGR Capital Group Growth ETF | $17,186 | $5,948 ▲ | 52.9% | 462,354 | 1.9% | ETF |
VTV Vanguard Value ETF | $15,995 | $1,267 ▲ | 8.6% | 94,478 | 1.8% | ETF |
BX Blackstone | $15,096 | $8 ▼ | -0.1% | 87,553 | 1.7% | Finance |
PDI PIMCO Dynamic Income Fund | $14,804 | $1,175 ▼ | -7.4% | 807,189 | 1.6% | Financial Services |
VXF Vanguard Extended Market ETF | $14,104 | $35 ▲ | 0.2% | 74,238 | 1.6% | ETF |
IBOC International Bancshares | $13,360 | $1,263 ▼ | -8.6% | 211,525 | 1.5% | Finance |
AAPL Apple | $13,095 | $10,397 ▼ | -44.3% | 52,293 | 1.5% | Computer and Technology |
META Meta Platforms | $12,658 | $331 ▼ | -2.6% | 21,618 | 1.4% | Computer and Technology |
APO Apollo Global Management | $12,524 | $107 ▲ | 0.9% | 75,830 | 1.4% | Finance |
MGV Vanguard Mega Cap Value ETF | $11,579 | $635 ▲ | 5.8% | 92,698 | 1.3% | ETF |
MGK Vanguard Mega Cap Growth ETF | $11,327 | $239 ▲ | 2.2% | 32,984 | 1.3% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $11,242 | $753 ▲ | 7.2% | 223,180 | 1.3% | ETF |
VOO Vanguard S&P 500 ETF | $10,471 | $1,070 ▲ | 11.4% | 19,433 | 1.2% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $10,278 | $1,415 ▲ | 16.0% | 57,715 | 1.1% | ETF |
AB Active Short Duration ETF
| $9,531 | $672 ▲ | 7.6% | 267,188 | 1.1% | COM |
MSFT Microsoft | $9,505 | $2,110 ▼ | -18.2% | 22,551 | 1.1% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $9,107 | $240 ▲ | 2.7% | 15,470 | 1.0% | ETF |
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF | $8,227 | $399 ▼ | -4.6% | 257,482 | 0.9% | Manufacturing |
Harbor Long Term Growers ETF
| $8,020 | $2,834 ▲ | 54.7% | 294,752 | 0.9% | COM |
CG The Carlyle Group | $7,824 | $193 ▲ | 2.5% | 154,964 | 0.9% | Finance |
VUG Vanguard Growth ETF | $7,746 | $669 ▲ | 9.5% | 18,872 | 0.9% | ETF |
UNH UnitedHealth Group | $7,745 | $14 ▼ | -0.2% | 15,311 | 0.9% | Medical |
AVLV Avantis U.S. Large Cap Value ETF | $7,361 | $226 ▲ | 3.2% | 110,237 | 0.8% | ETF |
IXN iShares Global Tech ETF | $7,280 | $17 ▲ | 0.2% | 85,900 | 0.8% | ETF |
AMZN Amazon.com | $6,811 | $152 ▼ | -2.2% | 31,047 | 0.8% | Retail/Wholesale |
XLE Energy Select Sector SPDR Fund | $6,767 | $377 ▼ | -5.3% | 79,000 | 0.8% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $6,505 | $166 ▲ | 2.6% | 104,404 | 0.7% | ETF |
BND Vanguard Total Bond Market ETF | $6,468 | $933 ▼ | -12.6% | 89,950 | 0.7% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $6,364 | $826 ▼ | -11.5% | 250,843 | 0.7% | ETF |
SHV iShares Short Treasury Bond ETF | $5,706 | $172 ▼ | -2.9% | 51,817 | 0.6% | ETF |
VFH Vanguard Financials ETF | $5,604 | $32 ▼ | -0.6% | 47,460 | 0.6% | ETF |
GE General Electric | $5,470 | $272 ▼ | -4.7% | 32,798 | 0.6% | Transportation |
AVUS Avantis U.S. Equity ETF | $5,387 | $350 ▲ | 7.0% | 55,580 | 0.6% | ETF |
CGCP Capital Group Core Plus Income ETF | $5,245 | $921 ▲ | 21.3% | 236,273 | 0.6% | ETF |
VOE Vanguard Mid-Cap Value ETF | $5,202 | $29 ▲ | 0.6% | 32,155 | 0.6% | ETF |
MLPX Global X MLP & Energy Infrastructure ETF | $5,157 | $55 ▲ | 1.1% | 85,150 | 0.6% | ETF |
JPM JPMorgan Chase & Co. | $5,033 | $819 ▼ | -14.0% | 20,997 | 0.6% | Finance |
WBD Warner Bros. Discovery | $5,014 | $47 ▲ | 0.9% | 474,316 | 0.6% | Consumer Discretionary |
VXUS Vanguard Total International Stock ETF | $4,946 | $62 ▼ | -1.2% | 83,932 | 0.6% | ETF |
GINN Goldman Sachs Innovate Equity ETF | $4,857 | $295 ▼ | -5.7% | 78,924 | 0.5% | ETF |
IWD iShares Russell 1000 Value ETF | $4,836 | $130 ▲ | 2.8% | 26,124 | 0.5% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $4,828 | $1,066 ▼ | -18.1% | 87,065 | 0.5% | Manufacturing |
RBLX Roblox | $4,721 | $353 ▼ | -7.0% | 81,597 | 0.5% | Consumer Discretionary |
HD Home Depot | $4,485 | $762 ▼ | -14.5% | 11,530 | 0.5% | Retail/Wholesale |
ORCL Oracle | $4,433 | $945 ▼ | -17.6% | 26,603 | 0.5% | Computer and Technology |
JMST JPMorgan Ultra-Short Municipal ETF | $4,406 | $1,891 ▲ | 75.2% | 86,890 | 0.5% | ETF |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $4,396 | $180 ▲ | 4.3% | 43,816 | 0.5% | ETF |
TSLA Tesla | $4,376 | $40 ▼ | -0.9% | 10,836 | 0.5% | Auto/Tires/Trucks |
BAC Bank of America | $4,281 | $980 ▼ | -18.6% | 97,402 | 0.5% | Finance |
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares | $4,259 | $976 ▼ | -18.6% | 47,440 | 0.5% | ETF |
IBB iShares Biotechnology ETF | $4,225 | $424 ▼ | -9.1% | 31,955 | 0.5% | Finance |
SPY SPDR S&P 500 ETF Trust | $4,212 | $384 ▲ | 10.0% | 7,186 | 0.5% | Finance |
IJJ iShares S&P Mid-Cap 400 Value ETF | $4,165 | $35 ▲ | 0.8% | 33,331 | 0.5% | ETF |
IQLT iShares MSCI Intl Quality Factor ETF | $4,121 | $304 ▲ | 8.0% | 111,017 | 0.5% | ETF |
COST Costco Wholesale | $3,993 | $458 ▼ | -10.3% | 4,358 | 0.4% | Retail/Wholesale |
IWF iShares Russell 1000 Growth ETF | $3,830 | $244 ▲ | 6.8% | 9,538 | 0.4% | ETF |
NFLX Netflix | $3,825 | | 0.0% | 4,291 | 0.4% | Consumer Discretionary |
VEU Vanguard FTSE All-World ex-US ETF | $3,771 | $86 ▼ | -2.2% | 65,690 | 0.4% | ETF |
BSV Vanguard Short-Term Bond ETF | $3,764 | $38 ▼ | -1.0% | 48,715 | 0.4% | ETF |
DFAI Dimensional International Core Equity Market ETF | $3,734 | $139 ▼ | -3.6% | 127,865 | 0.4% | ETF |
SCHW Charles Schwab | $3,621 | $458 ▼ | -11.2% | 48,926 | 0.4% | Finance |
CVS CVS Health | $3,582 | $388 ▲ | 12.2% | 79,790 | 0.4% | Retail/Wholesale |
REET iShares Global REIT ETF | $3,574 | $30 ▼ | -0.8% | 149,090 | 0.4% | ETF |
WFC Wells Fargo & Company | $3,548 | $4 ▼ | -0.1% | 50,513 | 0.4% | Finance |
RPV Invesco S&P 500 Pure Value ETF | $3,513 | $26 ▲ | 0.8% | 38,939 | 0.4% | ETF |
PYLD PIMCO Multi Sector Bond Active ETF | $3,451 | $3,451 ▲ | New Holding | 133,125 | 0.4% | ETF |
CGSD Capital Group Short Duration Income ETF | $3,406 | $612 ▲ | 21.9% | 132,842 | 0.4% | ETF |
VTI Vanguard Total Stock Market ETF | $3,395 | $236 ▲ | 7.5% | 11,714 | 0.4% | ETF |
VB Vanguard Small-Cap ETF | $3,170 | $40 ▲ | 1.3% | 13,193 | 0.4% | ETF |
EFV iShares MSCI EAFE Value ETF | $3,157 | $73 ▲ | 2.4% | 60,167 | 0.4% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $3,149 | $385 ▲ | 13.9% | 57,580 | 0.4% | ETF |
HUM Humana | $3,121 | $1,476 ▲ | 89.7% | 12,300 | 0.3% | Medical |
AXP American Express | $3,030 | $545 ▼ | -15.3% | 10,210 | 0.3% | Finance |
PFF iShares Preferred and Income Securities ETF | $3,026 | $45 ▲ | 1.5% | 96,235 | 0.3% | ETF |
FDX FedEx | $3,013 | $522 ▼ | -14.8% | 10,711 | 0.3% | Transportation |
IVE iShares S&P 500 Value ETF | $2,940 | $194 ▲ | 7.1% | 15,400 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $2,886 | $344 ▼ | -10.7% | 6,367 | 0.3% | Finance |
GOOG Alphabet | $2,872 | $67 ▼ | -2.3% | 15,079 | 0.3% | Computer and Technology |
SPDW SPDR Portfolio Developed World ex-US ETF | $2,803 | $718 ▼ | -20.4% | 82,120 | 0.3% | ETF |
XBI SPDR S&P Biotech ETF | $2,781 | $110 ▼ | -3.8% | 30,884 | 0.3% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $2,752 | $203 ▲ | 8.0% | 10,847 | 0.3% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $2,561 | | 0.0% | 46,020 | 0.3% | ETF |
GOOGL Alphabet | $2,555 | $4 ▼ | -0.2% | 13,496 | 0.3% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $2,510 | | 0.0% | 52,490 | 0.3% | ETF |
AAXJ iShares MSCI All Country Asia ex Japan ETF | $2,504 | $380 ▼ | -13.2% | 34,694 | 0.3% | ETF |
GE Vernova Inc.
| $2,451 | $124 ▼ | -4.8% | 7,451 | 0.3% | COM |
AVEM Avantis Emerging Markets Equity ETF | $2,409 | $443 ▼ | -15.5% | 40,972 | 0.3% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $2,408 | $85 ▼ | -3.4% | 54,670 | 0.3% | ETF |
CMCSA Comcast | $2,342 | $364 ▼ | -13.4% | 62,401 | 0.3% | Consumer Discretionary |
GNR SPDR S&P Global Natural Resources ETF | $2,337 | $114 ▼ | -4.7% | 46,969 | 0.3% | ETF |
DIS Walt Disney | $2,317 | $943 ▼ | -28.9% | 20,807 | 0.3% | Consumer Discretionary |
