JNJ Johnson & Johnson | $78,763,598 | $44,870,329 ▼ | -36.3% | 497,915 | 8.1% | Medical |
ESGV Vanguard ESG US Stock ETF | $68,123,152 | $4,063,441 ▲ | 6.3% | 732,257 | 7.0% | ETF |
VSGX Vanguard ESG International Stock ETF | $45,469,152 | $2,784,495 ▲ | 6.5% | 791,666 | 4.7% | ETF |
AFRM Affirm | $42,595,036 | $1,115,080 ▼ | -2.6% | 1,143,184 | 4.4% | Business Services |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $41,556,415 | $2,442,471 ▲ | 6.2% | 400,920 | 4.3% | ETF |
AVUS Avantis U.S. Equity ETF | $36,776,425 | $2,050,281 ▲ | 5.9% | 411,427 | 3.8% | ETF |
IEF iShares 7-10 Year Treasury Bond ETF | $29,541,240 | $2,840,056 ▲ | 10.6% | 314,764 | 3.0% | ETF |
AAPL Apple | $26,043,183 | $577,156 ▲ | 2.3% | 152,562 | 2.7% | Computer and Technology |
AMZN Amazon.com | $25,360,467 | $566,674 ▲ | 2.3% | 140,525 | 2.6% | Retail/Wholesale |
LQDH iShares Interest Rate Hedged Corporate Bond ETF | $19,258,412 | $1,065,169 ▲ | 5.9% | 204,848 | 2.0% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $15,831,020 | $714,982 ▼ | -4.3% | 146,734 | 1.6% | Finance |
USFR WisdomTree Bloomberg Floating Rate Treasury Fund | $15,457,198 | $983,429 ▼ | -6.0% | 307,343 | 1.6% | Finance |
MSFT Microsoft | $14,794,390 | $597,710 ▲ | 4.2% | 34,999 | 1.5% | Computer and Technology |
JMBS Janus Henderson Mortgage-Backed Securities ETF | $14,240,980 | $5,216,081 ▲ | 57.8% | 318,121 | 1.5% | ETF |
QQQ Invesco QQQ | $13,147,363 | $650,059 ▲ | 5.2% | 29,589 | 1.3% | Finance |
SCHD Schwab US Dividend Equity ETF | $12,733,667 | $884,758 ▲ | 7.5% | 158,833 | 1.3% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $11,708,556 | $2,426,274 ▲ | 26.1% | 190,631 | 1.2% | ETF |
TLT iShares 20+ Year Treasury Bond ETF | $10,892,744 | $988,650 ▲ | 10.0% | 116,392 | 1.1% | ETF |
IQLT iShares MSCI Intl Quality Factor ETF | $9,809,054 | $392,433 ▲ | 4.2% | 247,530 | 1.0% | ETF |
NVDA NVIDIA | $9,685,755 | $540,357 ▲ | 5.9% | 10,719 | 1.0% | Computer and Technology |
JCPB JPMorgan Core Plus Bond ETF | $9,516,622 | $912,964 ▲ | 10.6% | 206,205 | 1.0% | ETF |
SBAC SBA Communications | $9,355,813 | $26,004 ▲ | 0.3% | 43,174 | 1.0% | Finance |
FBND Fidelity Total Bond ETF | $9,066,145 | $838,767 ▲ | 10.2% | 201,694 | 0.9% | ETF |
IXG iShares Global Financials ETF | $8,058,237 | $415,412 ▲ | 5.4% | 93,247 | 0.8% | ETF |
IVLU iShares MSCI Intl Value Factor ETF | $8,005,215 | $350,677 ▲ | 4.6% | 284,207 | 0.8% | ETF |
BBJP JPMorgan BetaBuilders Japan ETF | $7,634,193 | $643,560 ▲ | 9.2% | 130,985 | 0.8% | ETF |
VUG Vanguard Growth ETF | $7,133,531 | $235,799 ▲ | 3.4% | 20,723 | 0.7% | ETF |
CEMB iShares J.P. Morgan EM Corporate Bond ETF | $6,956,834 | $503,768 ▲ | 7.8% | 156,891 | 0.7% | ETF |
WFHY WisdomTree U.S. High Yield Corporate Bond Fund | $6,838,100 | $442,844 ▲ | 6.9% | 151,294 | 0.7% | Finance |
GCC WisdomTree Continuous Commodity Index Fund | $6,767,072 | $322,106 ▲ | 5.0% | 366,184 | 0.7% | ETF |
VIG Vanguard Dividend Appreciation ETF | $6,766,420 | $220,368 ▲ | 3.4% | 37,061 | 0.7% | ETF |
BRK.B Berkshire Hathaway | $6,034,948 | $188,737 ▲ | 3.2% | 14,357 | 0.6% | Finance |
GOOGL Alphabet | $5,418,022 | $303,689 ▲ | 5.9% | 35,503 | 0.6% | Computer and Technology |
IBDP iShares iBonds Dec 2024 Term Corporate ETF | $5,289,819 | $176,885 ▲ | 3.5% | 211,192 | 0.5% | ETF |
XLG Invesco S&P 500 Top 50 ETF | $5,178,042 | $1,036,131 ▲ | 25.0% | 122,898 | 0.5% | ETF |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $5,085,434 | $424,867 ▲ | 9.1% | 204,977 | 0.5% | ETF |
FLQM Franklin U.S. Mid Cap Multifactor Index ETF | $4,892,333 | $920,118 ▲ | 23.2% | 91,996 | 0.5% | ETF |
EMR Emerson Electric | $4,853,130 | $1,703 ▼ | 0.0% | 42,745 | 0.5% | Industrial Products |
LLY Eli Lilly and Company | $4,554,574 | $131,404 ▲ | 3.0% | 5,927 | 0.5% | Medical |
XOM Exxon Mobil | $4,317,605 | $488,869 ▼ | -10.2% | 37,023 | 0.4% | Oils/Energy |
IVV iShares Core S&P 500 ETF | $4,230,897 | $128,766 ▲ | 3.1% | 8,050 | 0.4% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $4,196,895 | $364,225 ▲ | 9.5% | 84,082 | 0.4% | ETF |
SPY SPDR S&P 500 ETF Trust | $4,172,562 | $106,694 ▲ | 2.6% | 7,978 | 0.4% | Finance |
IVE iShares S&P 500 Value ETF | $4,129,945 | $3,160 ▲ | 0.1% | 22,221 | 0.4% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $4,028,253 | $60,691 ▲ | 1.5% | 43,408 | 0.4% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $3,867,634 | $400,131 ▲ | 11.5% | 162,165 | 0.4% | ETF |
FLCH Franklin FTSE China ETF | $3,770,519 | $124,394 ▲ | 3.4% | 238,731 | 0.4% | ETF |
IJR iShares Core S&P Small-Cap ETF | $3,696,420 | $1,091,265 ▲ | 41.9% | 33,446 | 0.4% | ETF |
VOO Vanguard S&P 500 ETF | $3,529,530 | $659,294 ▲ | 23.0% | 7,345 | 0.4% | ETF |
IBM International Business Machines | $3,504,520 | $500,618 ▼ | -12.5% | 18,362 | 0.4% | Computer and Technology |
LEMB iShares J.P. Morgan EM Local Currency Bond ETF | $3,504,454 | $241,959 ▲ | 7.4% | 97,446 | 0.4% | ETF |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $3,467,219 | $184,400 ▲ | 5.6% | 149,275 | 0.4% | Manufacturing |
VZ Verizon Communications | $3,318,130 | $356,736 ▼ | -9.7% | 78,922 | 0.3% | Computer and Technology |
KVUE Kenvue | $3,305,057 | $75,839 ▲ | 2.3% | 154,012 | 0.3% | Consumer Staples |
IWY iShares Russell Top 200 Growth ETF | $3,158,146 | $20,510 ▼ | -0.6% | 16,168 | 0.3% | ETF |
JMEE JPMorgan Market Expansion Enhanced Equity ETF | $3,141,925 | $731,532 ▲ | 30.3% | 54,031 | 0.3% | ETF |
IWF iShares Russell 1000 Growth ETF | $3,059,386 | $9,100 ▼ | -0.3% | 9,077 | 0.3% | ETF |
SCHB Schwab US Broad Market ETF | $3,041,522 | $1,888 ▼ | -0.1% | 49,943 | 0.3% | ETF |
BIIB Biogen | $2,986,884 | $1,099,273 ▲ | 58.2% | 13,852 | 0.3% | Medical |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $2,891,376 | | 0.0% | 141,526 | 0.3% | ETF |
GOOG Alphabet | $2,874,197 | $118,725 ▲ | 4.3% | 18,665 | 0.3% | Computer and Technology |
VXUS Vanguard Total International Stock ETF | $2,866,723 | $24,904 ▲ | 0.9% | 47,541 | 0.3% | ETF |
COST Costco Wholesale | $2,748,570 | $107,332 ▲ | 4.1% | 3,790 | 0.3% | Retail/Wholesale |
T AT&T | $2,745,580 | $259,079 ▼ | -8.6% | 156,217 | 0.3% | Computer and Technology |
CSCO Cisco Systems | $2,702,387 | $1,134,509 ▲ | 72.4% | 54,114 | 0.3% | Computer and Technology |
VTV Vanguard Value ETF | $2,647,806 | $225,550 ▲ | 9.3% | 16,259 | 0.3% | ETF |
MA Mastercard | $2,594,563 | $283,428 ▲ | 12.3% | 5,401 | 0.3% | Business Services |
MGC Vanguard Mega Cap ETF | $2,590,628 | $4,670 ▲ | 0.2% | 13,868 | 0.3% | ETF |
IBTE iShares iBonds Dec 2024 Term Treasury ETF | $2,588,082 | $44,543 ▲ | 1.8% | 108,129 | 0.3% | Manufacturing |
VTI Vanguard Total Stock Market ETF | $2,565,401 | $23,910 ▲ | 0.9% | 9,871 | 0.3% | ETF |
KHC Kraft Heinz | $2,400,881 | $72,837 ▼ | -2.9% | 65,035 | 0.2% | Consumer Staples |
BMY Bristol-Myers Squibb | $2,362,502 | $153,491 ▼ | -6.1% | 43,728 | 0.2% | Medical |
DGRO iShares Core Dividend Growth ETF | $2,352,423 | $289 ▼ | 0.0% | 40,723 | 0.2% | ETF |
MDT Medtronic | $2,330,238 | $270,717 ▼ | -10.4% | 26,744 | 0.2% | Medical |
PG Procter & Gamble | $2,314,538 | $155,820 ▲ | 7.2% | 14,334 | 0.2% | Consumer Staples |
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $2,280,335 | $63,052 ▲ | 2.8% | 164,373 | 0.2% | Manufacturing |
GILD Gilead Sciences | $2,265,862 | $235,545 ▼ | -9.4% | 30,956 | 0.2% | Medical |
ESGU iShares ESG Aware MSCI USA ETF | $2,185,469 | $2,989 ▲ | 0.1% | 19,011 | 0.2% | Manufacturing |
K Kellanova | $2,139,438 | $19,354 ▼ | -0.9% | 37,363 | 0.2% | Consumer Discretionary |
V Visa | $2,072,447 | $483,320 ▲ | 30.4% | 7,431 | 0.2% | Financial Services |
SDVY First Trust SMID Cap Rising Dividend Archievers ETF | $2,071,640 | $450,022 ▲ | 27.8% | 59,978 | 0.2% | ETF |
META Meta Platforms | $2,062,924 | $12,653 ▼ | -0.6% | 4,239 | 0.2% | Computer and Technology |
IMCG iShares Morningstar Mid-Cap Growth ETF | $2,061,810 | $2,034 ▲ | 0.1% | 29,391 | 0.2% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $2,061,264 | $1,398,390 ▲ | 211.0% | 33,966 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $2,060,179 | $90,476 ▼ | -4.2% | 10,315 | 0.2% | Finance |
AVGO Broadcom | $1,975,423 | $264,280 ▲ | 15.4% | 1,480 | 0.2% | Computer and Technology |
BLK BlackRock | $1,936,333 | $1,936,333 ▲ | New Holding | 2,323 | 0.2% | Finance |
ABBV AbbVie | $1,928,995 | $1,404,756 ▼ | -42.1% | 10,612 | 0.2% | Medical |
BSMP Invesco BulletShares 2025 Municipal Bond ETF | $1,903,789 | | 0.0% | 78,313 | 0.2% | ETF |
DECK Deckers Outdoor | $1,892,874 | | 0.0% | 2,011 | 0.2% | Retail/Wholesale |
HD Home Depot | $1,889,104 | $171,568 ▲ | 10.0% | 5,087 | 0.2% | Consumer Cyclical |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $1,869,092 | $174,912 ▲ | 10.3% | 82,324 | 0.2% | Manufacturing |
IBMN iShares iBonds Dec 2025 Term Muni Bond ETF | $1,866,688 | $1,085 ▲ | 0.1% | 70,548 | 0.2% | ETF |
VV Vanguard Large-Cap ETF | $1,847,769 | $1,677 ▲ | 0.1% | 7,713 | 0.2% | ETF |
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | $1,808,537 | $81,275 ▲ | 4.7% | 61,238 | 0.2% | Finance |
SO Southern | $1,749,496 | $1,213,898 ▲ | 226.6% | 24,446 | 0.2% | Utilities |
TAK Takeda Pharmaceutical | $1,727,298 | $137,116 ▼ | -7.4% | 124,449 | 0.2% | Medical |
BLACKROCK MUNI INCOME TR II
| $1,726,727 | $154,299 ▲ | 9.8% | 159,346 | 0.2% | COM |
WMT Walmart | $1,714,304 | $238,992 ▲ | 16.2% | 28,556 | 0.2% | Retail/Wholesale |
KO Coca-Cola | $1,699,599 | $41,709 ▲ | 2.5% | 27,872 | 0.2% | Consumer Staples |
