VOO Vanguard S&P 500 ETF | $18,348,216 | $449,370 ▲ | 2.5% | 34,053 | 5.2% | ETF |
MGK Vanguard Mega Cap Growth ETF | $15,610,452 | $295,334 ▼ | -1.9% | 45,457 | 4.5% | ETF |
MGV Vanguard Mega Cap Value ETF | $10,882,659 | $7,994 ▲ | 0.1% | 87,124 | 3.1% | ETF |
NVDA NVIDIA | $10,507,074 | $353,987 ▲ | 3.5% | 78,242 | 3.0% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $10,464,162 | $990,140 ▲ | 10.5% | 17,776 | 3.0% | ETF |
AAPL Apple | $7,359,374 | $34,057 ▲ | 0.5% | 29,388 | 2.1% | Computer and Technology |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $6,731,388 | $174,760 ▲ | 2.7% | 85,587 | 1.9% | ETF |
MSFT Microsoft | $6,290,113 | $108,327 ▼ | -1.7% | 14,923 | 1.8% | Computer and Technology |
VOE Vanguard Mid-Cap Value ETF | $5,852,457 | $366,405 ▲ | 6.7% | 36,178 | 1.7% | ETF |
VBR Vanguard Small-Cap Value ETF | $5,711,126 | $62,625 ▲ | 1.1% | 28,818 | 1.6% | ETF |
AMZN Amazon.com | $5,545,960 | $96,093 ▲ | 1.8% | 25,279 | 1.6% | Retail/Wholesale |
VOT Vanguard Mid-Cap Growth ETF | $5,107,177 | $48,212 ▲ | 1.0% | 20,127 | 1.5% | ETF |
IEFA iShares Core MSCI EAFE ETF | $5,079,947 | $109,988 ▲ | 2.2% | 72,282 | 1.5% | ETF |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $5,047,704 | $25,888 ▼ | -0.5% | 50,306 | 1.4% | ETF |
VIG Vanguard Dividend Appreciation ETF | $4,950,203 | $20,954 ▲ | 0.4% | 25,278 | 1.4% | ETF |
VTI Vanguard Total Stock Market ETF | $4,587,023 | $183,736 ▼ | -3.9% | 15,828 | 1.3% | ETF |
GOOGL Alphabet | $3,859,638 | $42,971 ▲ | 1.1% | 20,389 | 1.1% | Computer and Technology |
QQQ Invesco QQQ | $3,517,464 | $864,028 ▲ | 32.6% | 6,880 | 1.0% | Finance |
PG Procter & Gamble | $3,280,575 | $40,236 ▼ | -1.2% | 19,568 | 0.9% | Consumer Staples |
APO Apollo Global Management | $3,170,927 | $28,243 ▲ | 0.9% | 19,199 | 0.9% | Finance |
BUFR FT Vest Laddered Buffer ETF | $3,025,701 | $98,113 ▲ | 3.4% | 99,301 | 0.9% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $3,006,588 | $90,655 ▲ | 3.1% | 57,575 | 0.9% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $2,981,814 | $211,884 ▲ | 7.6% | 30,890 | 0.9% | ETF |
IWR iShares Russell Mid-Cap ETF | $2,876,707 | $39,515 ▲ | 1.4% | 32,542 | 0.8% | ETF |
VBK Vanguard Small-Cap Growth ETF | $2,820,090 | $20,724 ▲ | 0.7% | 10,070 | 0.8% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $2,688,433 | $184,597 ▲ | 7.4% | 27,744 | 0.8% | Finance |
IWM iShares Russell 2000 ETF | $2,683,623 | $116,007 ▲ | 4.5% | 12,145 | 0.8% | Finance |
VB Vanguard Small-Cap ETF | $2,493,244 | $165,800 ▲ | 7.1% | 10,376 | 0.7% | ETF |
BRK.B Berkshire Hathaway | $2,444,992 | $116,946 ▲ | 5.0% | 5,394 | 0.7% | Finance |
VTV Vanguard Value ETF | $2,410,657 | $63,487 ▼ | -2.6% | 14,239 | 0.7% | ETF |
FBND Fidelity Total Bond ETF | $2,391,347 | $1,182,549 ▲ | 97.8% | 53,295 | 0.7% | ETF |
VUG Vanguard Growth ETF | $2,386,939 | $188,378 ▼ | -7.3% | 5,816 | 0.7% | ETF |
META Meta Platforms | $2,296,370 | $45,084 ▲ | 2.0% | 3,922 | 0.7% | Computer and Technology |
VXF Vanguard Extended Market ETF | $2,280,710 | $10,639 ▲ | 0.5% | 12,005 | 0.7% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $2,128,283 | $963,839 ▲ | 82.8% | 25,961 | 0.6% | Manufacturing |
MTUM iShares MSCI USA Momentum Factor ETF | $2,114,515 | $828 ▼ | 0.0% | 10,219 | 0.6% | ETF |
TSLA Tesla | $2,105,218 | $10,904 ▲ | 0.5% | 5,213 | 0.6% | Auto/Tires/Trucks |
IWS iShares Russell Mid-Cap Value ETF | $2,009,115 | $29,101 ▼ | -1.4% | 15,534 | 0.6% | ETF |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $1,897,754 | $59,483 ▲ | 3.2% | 44,538 | 0.5% | ETF |
AVGO Broadcom | $1,872,340 | $199,846 ▲ | 11.9% | 8,076 | 0.5% | Computer and Technology |
AVUS Avantis U.S. Equity ETF | $1,834,292 | $74,829 ▼ | -3.9% | 18,924 | 0.5% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $1,824,070 | $85,614 ▲ | 4.9% | 29,274 | 0.5% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $1,771,844 | $16,293 ▼ | -0.9% | 15,334 | 0.5% | ETF |
JNK SPDR Bloomberg High Yield Bond ETF | $1,755,311 | $75,326 ▲ | 4.5% | 18,386 | 0.5% | Finance |
IWN iShares Russell 2000 Value ETF | $1,725,407 | $6,074 ▲ | 0.4% | 10,510 | 0.5% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $1,633,369 | $175,245 ▲ | 12.0% | 71,078 | 0.5% | ETF |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $1,631,219 | $26,476 ▲ | 1.6% | 31,668 | 0.5% | Manufacturing |
AVEM Avantis Emerging Markets Equity ETF | $1,605,692 | $12,464 ▼ | -0.8% | 27,312 | 0.5% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $1,566,234 | $118,689 ▲ | 8.2% | 24,294 | 0.4% | ETF |
FTHY First Trust High Yield Opportunities 2027 Term Fund | $1,561,132 | $18,245 ▼ | -1.2% | 107,813 | 0.4% | |
JPM JPMorgan Chase & Co. | $1,505,139 | $2,157 ▲ | 0.1% | 6,279 | 0.4% | Finance |
V Visa | $1,497,081 | $1,580 ▲ | 0.1% | 4,737 | 0.4% | Business Services |
GOOG Alphabet | $1,480,861 | $20,187 ▼ | -1.3% | 7,776 | 0.4% | Computer and Technology |
BBUS JP Morgan BetaBuilders U.S. Equity ETF | $1,473,108 | $6,249 ▲ | 0.4% | 13,908 | 0.4% | ETF |
WMT Walmart | $1,371,242 | $8,222 ▲ | 0.6% | 15,177 | 0.4% | Retail/Wholesale |
BUFD FT Vest Laddered Deep Buffer ETF | $1,362,053 | $227,256 ▲ | 20.0% | 53,372 | 0.4% | ETF |
VST Vistra | $1,317,072 | $175,784 ▲ | 15.4% | 9,553 | 0.4% | Utilities |
LLY Eli Lilly and Company | $1,316,260 | $209,984 ▼ | -13.8% | 1,705 | 0.4% | Medical |
RDVY First Trust NASDAQ Rising Dividend Achievers | $1,306,225 | $98,172 ▼ | -7.0% | 22,087 | 0.4% | Manufacturing |
ACWV iShares MSCI Global Min Vol Factor ETF | $1,303,433 | $1,092 ▲ | 0.1% | 11,936 | 0.4% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $1,289,090 | $251,386 ▼ | -16.3% | 12,066 | 0.4% | Finance |
BNDX Vanguard Total International Bond ETF | $1,261,223 | $92,999 ▲ | 8.0% | 25,713 | 0.4% | ETF |
USHY iShares Broad USD High Yield Corporate Bond ETF | $1,222,893 | $441 ▲ | 0.0% | 33,240 | 0.3% | ETF |
MUB iShares National Muni Bond ETF | $1,216,974 | $41,127 ▲ | 3.5% | 11,422 | 0.3% | ETF |
VYM Vanguard High Dividend Yield ETF | $1,201,291 | $137,673 ▲ | 12.9% | 9,415 | 0.3% | ETF |
TLH iShares 10-20 Year Treasury Bond ETF | $1,179,947 | $63,307 ▲ | 5.7% | 11,854 | 0.3% | ETF |
J P MORGAN EXCHANGE TRADED F
| $1,169,879 | $54,276 ▲ | 4.9% | 19,485 | 0.3% | GLOBAL SEL EQUIT |
T AT&T | $1,165,883 | $904,372 ▲ | 345.8% | 51,203 | 0.3% | Computer and Technology |
VO Vanguard Mid-Cap ETF | $1,152,146 | $33,281 ▲ | 3.0% | 4,362 | 0.3% | ETF |
BX Blackstone | $1,133,131 | $151,728 ▲ | 15.5% | 6,572 | 0.3% | Finance |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | $1,111,389 | $250,595 ▲ | 29.1% | 22,104 | 0.3% | Manufacturing |
HYI Western Asset High Yield Defined Opportunity Fund | $1,107,617 | | 0.0% | 93,707 | 0.3% | Financial Services |
VMBS Vanguard Mortgage-Backed Securities ETF | $1,098,634 | $6,756 ▼ | -0.6% | 24,231 | 0.3% | ETF |
TIP iShares TIPS Bond ETF | $1,070,771 | $1,070,771 ▲ | New Holding | 10,049 | 0.3% | ETF |
AFL Aflac | $1,061,812 | $6,517 ▲ | 0.6% | 10,265 | 0.3% | Finance |
AMGN Amgen | $1,059,502 | $782 ▼ | -0.1% | 4,065 | 0.3% | Medical |
SPYG SPDR Portfolio S&P 500 Growth ETF | $1,042,415 | $45,093 ▲ | 4.5% | 11,859 | 0.3% | ETF |
COST Costco Wholesale | $1,004,232 | $21,990 ▲ | 2.2% | 1,096 | 0.3% | Retail/Wholesale |
VEA Vanguard FTSE Developed Markets ETF | $1,000,229 | $155,794 ▲ | 18.4% | 20,917 | 0.3% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $983,322 | $60,360 ▼ | -5.8% | 14,727 | 0.3% | ETF |
ORCL Oracle | $978,677 | $75,155 ▲ | 8.3% | 5,873 | 0.3% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $960,298 | $38,670 ▲ | 4.2% | 1,639 | 0.3% | Finance |
SPDW SPDR Portfolio Developed World ex-US ETF | $954,471 | $41,706 ▼ | -4.2% | 27,966 | 0.3% | ETF |
JIRE JPMorgan International Research Enhanced Equity ETF | $925,804 | $120,180 ▲ | 14.9% | 15,823 | 0.3% | ETF |
NOW ServiceNow | $914,884 | $3,180 ▼ | -0.3% | 863 | 0.3% | Computer and Technology |
CMG Chipotle Mexican Grill | $908,118 | $31,055 ▼ | -3.3% | 15,060 | 0.3% | Retail/Wholesale |
KKR KKR & Co. Inc. | $898,962 | $32,835 ▲ | 3.8% | 6,078 | 0.3% | Finance |
XMMO Invesco S&P MidCap Momentum ETF | $893,602 | $8,523 ▲ | 1.0% | 7,234 | 0.3% | ETF |
ISRG Intuitive Surgical | $892,552 | $4,176 ▼ | -0.5% | 1,710 | 0.3% | Medical |
IDV iShares International Select Dividend ETF | $888,844 | $36,936 ▲ | 4.3% | 32,463 | 0.3% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $877,922 | $176,516 ▲ | 25.2% | 10,937 | 0.3% | ETF |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $873,126 | $9,438 ▼ | -1.1% | 9,806 | 0.2% | ETF |
IVW iShares S&P 500 Growth ETF | $856,826 | $23,352 ▼ | -2.7% | 8,439 | 0.2% | ETF |
HIG The Hartford Financial Services Group | $849,819 | $6,345 ▼ | -0.7% | 7,768 | 0.2% | Finance |
CWB SPDR Bloomberg Convertible Securities ETF | $843,003 | $7,010 ▼ | -0.8% | 10,823 | 0.2% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $828,109 | $35,166 ▲ | 4.4% | 18,321 | 0.2% | Manufacturing |
XOM Exxon Mobil | $811,293 | $25,817 ▼ | -3.1% | 7,542 | 0.2% | Oils/Energy |
FTHI First Trust BuyWrite Income ETF | $806,050 | $263,835 ▲ | 48.7% | 34,639 | 0.2% | ETF |
MA Mastercard | $802,495 | $4,213 ▼ | -0.5% | 1,524 | 0.2% | Business Services |
UTHR United Therapeutics | $798,124 | $10,232 ▼ | -1.3% | 2,262 | 0.2% | Medical |
