IVV iShares Core S&P 500 ETF | $37,521,144 | $357,630 ▲ | 1.0% | 65,048 | 5.1% | ETF |
SCHF Schwab International Equity ETF | $20,717,620 | $592,498 ▼ | -2.8% | 503,833 | 2.8% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $15,546,640 | $888,549 ▼ | -5.4% | 149,229 | 2.1% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $15,434,358 | $1,958,545 ▲ | 14.5% | 327,554 | 2.1% | Manufacturing |
IVW iShares S&P 500 Growth ETF | $14,894,241 | $553,149 ▼ | -3.6% | 155,553 | 2.0% | ETF |
AAPL Apple | $14,760,227 | $1,027,058 ▲ | 7.5% | 63,349 | 2.0% | Computer and Technology |
DGRO iShares Core Dividend Growth ETF | $13,309,360 | $2,940,041 ▲ | 28.4% | 212,304 | 1.8% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $13,143,601 | $1,578,658 ▼ | -10.7% | 228,943 | 1.8% | ETF |
MGK Vanguard Mega Cap Growth ETF | $12,729,581 | $1,253,995 ▲ | 10.9% | 39,539 | 1.7% | ETF |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $11,185,513 | $83,654 ▲ | 0.8% | 226,107 | 1.5% | ETF |
MSFT Microsoft | $11,058,959 | $859,725 ▲ | 8.4% | 25,701 | 1.5% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $10,779,640 | $2,236,501 ▲ | 26.2% | 54,291 | 1.5% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $10,375,416 | $257,655 ▲ | 2.5% | 57,866 | 1.4% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $10,273,038 | $649,457 ▲ | 6.7% | 216,183 | 1.4% | ETF |
VTV Vanguard Value ETF | $10,051,264 | $40,850 ▲ | 0.4% | 57,577 | 1.4% | ETF |
NVDA NVIDIA | $9,898,168 | $737,192 ▲ | 8.0% | 81,501 | 1.3% | Computer and Technology |
EFG iShares MSCI EAFE Growth ETF | $9,251,158 | $427,157 ▼ | -4.4% | 85,937 | 1.3% | ETF |
MUB iShares National Muni Bond ETF | $9,067,970 | $368,037 ▲ | 4.2% | 83,476 | 1.2% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $9,015,344 | $220,616 ▲ | 2.5% | 112,173 | 1.2% | ETF |
TLTW iShares 20+ Year Treasury Bond BuyWrite Strategy ETF | $9,007,979 | $309,879 ▲ | 3.6% | 333,629 | 1.2% | ETF |
EFV iShares MSCI EAFE Value ETF | $8,927,908 | $5,171,832 ▲ | 137.7% | 155,187 | 1.2% | ETF |
XLK Technology Select Sector SPDR Fund | $8,759,940 | $2,507,742 ▲ | 40.1% | 38,802 | 1.2% | ETF |
MGV Vanguard Mega Cap Value ETF | $8,608,999 | $1,178,893 ▲ | 15.9% | 67,111 | 1.2% | ETF |
AMZN Amazon.com | $7,702,696 | $165,647 ▼ | -2.1% | 41,339 | 1.0% | Retail/Wholesale |
IVE iShares S&P 500 Value ETF | $7,649,536 | $408,730 ▲ | 5.6% | 38,797 | 1.0% | ETF |
GOOGL Alphabet | $6,942,199 | $312,961 ▲ | 4.7% | 41,858 | 0.9% | Computer and Technology |
VCLT Vanguard Long-Term Corporate Bond ETF | $6,890,632 | $257,904 ▲ | 3.9% | 84,829 | 0.9% | Manufacturing |
JPM JPMorgan Chase & Co. | $6,773,569 | $402,526 ▲ | 6.3% | 32,124 | 0.9% | Finance |
VUG Vanguard Growth ETF | $6,218,916 | $237,653 ▲ | 4.0% | 16,198 | 0.8% | ETF |
PIMCO ETF TR
| $6,159,356 | $4,545,320 ▲ | 281.6% | 65,103 | 0.8% | ACTIVE BD ETF |
RSP Invesco S&P 500 Equal Weight ETF | $5,911,026 | $1,033,574 ▲ | 21.2% | 32,993 | 0.8% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $5,562,035 | $278,507 ▲ | 5.3% | 69,998 | 0.8% | ETF |
META Meta Platforms | $5,389,820 | $878,078 ▲ | 19.5% | 9,416 | 0.7% | Computer and Technology |
HD Home Depot | $5,344,501 | $605,764 ▼ | -10.2% | 13,190 | 0.7% | Retail/Wholesale |
SLYV SPDR S&P 600 Small CapValue ETF | $5,280,792 | $324,184 ▲ | 6.5% | 60,825 | 0.7% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $5,230,099 | $1,292,721 ▲ | 32.8% | 85,585 | 0.7% | Manufacturing |
MDYG SPDR S&P 400 Mid CapGrowth ETF | $5,012,690 | $303,845 ▼ | -5.7% | 57,131 | 0.7% | ETF |
CRWD CrowdStrike | $4,780,050 | $1,703,855 ▲ | 55.4% | 17,043 | 0.6% | Computer and Technology |
SLYG SPDR S&P 600 Small Cap Growth ETF | $4,747,186 | $302,978 ▲ | 6.8% | 50,985 | 0.6% | ETF |
WMT Walmart | $4,712,873 | $145,107 ▲ | 3.2% | 58,364 | 0.6% | Retail/Wholesale |
LHX L3Harris Technologies | $4,589,079 | $266,420 ▲ | 6.2% | 19,292 | 0.6% | Aerospace |
NOBL ProShares S&P 500 Aristocrats ETF | $4,535,780 | $864,014 ▼ | -16.0% | 42,370 | 0.6% | ETF |
UNH UnitedHealth Group | $4,477,917 | $167,798 ▲ | 3.9% | 7,659 | 0.6% | Medical |
IYW iShares U.S. Technology ETF | $4,172,431 | $481,848 ▼ | -10.4% | 27,519 | 0.6% | Manufacturing |
TT Trane Technologies | $4,017,343 | $79,069 ▲ | 2.0% | 10,314 | 0.5% | Construction |
ICE Intercontinental Exchange | $3,996,295 | $82,891 ▲ | 2.1% | 24,877 | 0.5% | Finance |
PANW Palo Alto Networks | $3,995,300 | $275,149 ▲ | 7.4% | 11,689 | 0.5% | Computer and Technology |
BND Vanguard Total Bond Market ETF | $3,969,488 | $795,490 ▲ | 25.1% | 52,849 | 0.5% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $3,961,257 | $911,234 ▲ | 29.9% | 30,030 | 0.5% | Manufacturing |
MBB iShares MBS ETF | $3,784,252 | $42,540 ▲ | 1.1% | 39,497 | 0.5% | ETF |
COST Costco Wholesale | $3,774,981 | $215,435 ▲ | 6.1% | 4,258 | 0.5% | Retail/Wholesale |
IWF iShares Russell 1000 Growth ETF | $3,773,370 | $8,634 ▲ | 0.2% | 10,052 | 0.5% | ETF |
AVDV Avantis International Small Cap Value ETF | $3,768,836 | $53,003 ▲ | 1.4% | 53,330 | 0.5% | ETF |
LMT Lockheed Martin | $3,757,577 | $173,615 ▲ | 4.8% | 6,428 | 0.5% | Aerospace |
V Visa | $3,730,946 | $298,036 ▲ | 8.7% | 13,570 | 0.5% | Business Services |
IWC iShares Micro-Cap ETF | $3,698,536 | $103,960 ▼ | -2.7% | 29,991 | 0.5% | ETF |
TLT iShares 20+ Year Treasury Bond ETF | $3,686,598 | $82,012 ▲ | 2.3% | 37,580 | 0.5% | ETF |
NFLX Netflix | $3,612,312 | $3,612,312 ▲ | New Holding | 5,093 | 0.5% | Consumer Discretionary |
AMD Advanced Micro Devices | $3,560,864 | $741,806 ▲ | 26.3% | 21,702 | 0.5% | Computer and Technology |
VBR Vanguard Small-Cap Value ETF | $3,529,913 | $450,952 ▲ | 14.6% | 17,581 | 0.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $3,456,999 | $1,075,715 ▲ | 45.2% | 6,016 | 0.5% | Finance |
SCHE Schwab Emerging Markets Equity ETF | $3,388,468 | $177,969 ▼ | -5.0% | 116,123 | 0.5% | ETF |
VZ Verizon Communications | $3,377,441 | $137,514 ▲ | 4.2% | 75,205 | 0.5% | Computer and Technology |
CME CME Group | $3,333,180 | $103,927 ▲ | 3.2% | 15,106 | 0.5% | Finance |
LLY Eli Lilly and Company | $3,240,845 | $129,350 ▼ | -3.8% | 3,658 | 0.4% | Medical |
ETN Eaton | $3,234,547 | $373,867 ▼ | -10.4% | 9,759 | 0.4% | Industrial Products |
IDEV iShares Core MSCI International Developed Markets ETF | $3,227,369 | $39,523 ▼ | -1.2% | 45,565 | 0.4% | ETF |
TJX TJX Companies | $3,078,392 | $837,478 ▼ | -21.4% | 26,190 | 0.4% | Retail/Wholesale |
AMT American Tower | $3,070,001 | $559,768 ▲ | 22.3% | 13,201 | 0.4% | Finance |
AVGO Broadcom | $3,056,419 | $2,657,591 ▲ | 666.3% | 17,718 | 0.4% | Computer and Technology |
MRK Merck & Co., Inc. | $3,048,269 | $210,076 ▲ | 7.4% | 26,670 | 0.4% | Medical |
VOE Vanguard Mid-Cap Value ETF | $3,044,720 | $89,703 ▲ | 3.0% | 18,159 | 0.4% | ETF |
AMGN Amgen | $3,035,644 | $1,434,528 ▲ | 89.6% | 9,421 | 0.4% | Medical |
ESGD iShares ESG Aware MSCI EAFE ETF | $2,999,819 | $34,931 ▼ | -1.2% | 35,640 | 0.4% | Manufacturing |
SCHM Schwab U.S. Mid-Cap ETF | $2,810,591 | $5,899 ▲ | 0.2% | 33,826 | 0.4% | ETF |
IJR iShares Core S&P Small-Cap ETF | $2,795,015 | $314,625 ▲ | 12.7% | 23,897 | 0.4% | ETF |
CMG Chipotle Mexican Grill | $2,725,023 | $2,725,023 ▲ | New Holding | 47,293 | 0.4% | Retail/Wholesale |
SCHX Schwab US Large-Cap ETF | $2,724,865 | $3,800 ▲ | 0.1% | 40,160 | 0.4% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $2,721,264 | $142,430 ▲ | 5.5% | 11,177 | 0.4% | ETF |
SCHA Schwab US Small-Cap ETF | $2,687,302 | $3,553 ▲ | 0.1% | 52,181 | 0.4% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $2,682,031 | $61,044 ▼ | -2.2% | 32,337 | 0.4% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $2,604,867 | $48,610 ▲ | 1.9% | 25,722 | 0.4% | Finance |
DLR Digital Realty Trust | $2,587,961 | $642,621 ▲ | 33.0% | 15,992 | 0.4% | Finance |
PTLC Pacer Trendpilot US Large Cap ETF | $2,576,159 | $584,304 ▲ | 29.3% | 49,023 | 0.3% | ETF |
MSI Motorola Solutions | $2,567,416 | $75,698 ▲ | 3.0% | 5,698 | 0.3% | Computer and Technology |
MPC Marathon Petroleum | $2,533,801 | $159,167 ▲ | 6.7% | 15,553 | 0.3% | Oils/Energy |
CRM Salesforce | $2,522,491 | $223,363 ▼ | -8.1% | 9,204 | 0.3% | Computer and Technology |
C Citigroup | $2,498,957 | $676,213 ▲ | 37.1% | 39,919 | 0.3% | Finance |
ADI Analog Devices | $2,496,927 | $2,496,927 ▲ | New Holding | 10,848 | 0.3% | Computer and Technology |
SPGI S&P Global | $2,402,812 | $113,140 ▲ | 4.9% | 4,651 | 0.3% | Business Services |
IEF iShares 7-10 Year Treasury Bond ETF | $2,371,500 | $129,324 ▲ | 5.8% | 24,169 | 0.3% | ETF |
NEE NextEra Energy | $2,363,699 | $839,632 ▲ | 55.1% | 27,963 | 0.3% | Utilities |
EDIV SPDR S&P Emerging Markets Dividend ETF | $2,361,080 | $223,797 ▲ | 10.5% | 62,678 | 0.3% | ETF |
NXPI NXP Semiconductors | $2,318,550 | $58,325 ▲ | 2.6% | 9,620 | 0.3% | Computer and Technology |
BINC iShares Flexible Income Active ETF | $2,317,688 | $851,823 ▲ | 58.1% | 43,297 | 0.3% | ETF |
PEG Public Service Enterprise Group | $2,310,967 | $970,813 ▲ | 72.4% | 25,904 | 0.3% | Utilities |
BRK.B Berkshire Hathaway | $2,281,049 | $455,197 ▲ | 24.9% | 4,956 | 0.3% | Finance |
DWX SPDR S&P International Dividend ETF | $2,276,537 | $65,734 ▼ | -2.8% | 59,291 | 0.3% | ETF |
DUK Duke Energy | $2,274,005 | $81,515 ▼ | -3.5% | 19,723 | 0.3% | Utilities |
VOO Vanguard S&P 500 ETF | $2,244,676 | $208,389 ▲ | 10.2% | 4,244 | 0.3% | ETF |
