VIG Vanguard Dividend Appreciation ETF | $24,926,212 | $109,383 ▲ | 0.4% | 136,500 | 11.1% | ETF |
IVV iShares Core S&P 500 ETF | $16,397,078 | $95,683 ▲ | 0.6% | 31,189 | 7.3% | ETF |
VUG Vanguard Growth ETF | $16,177,402 | $938,289 ▲ | 6.2% | 47,000 | 7.2% | ETF |
VB Vanguard Small-Cap ETF | $9,006,502 | $115,439 ▲ | 1.3% | 39,400 | 4.0% | ETF |
VO Vanguard Mid-Cap ETF | $8,559,554 | $127,180 ▲ | 1.5% | 34,257 | 3.8% | ETF |
VTV Vanguard Value ETF | $8,117,120 | $116,934 ▼ | -1.4% | 49,841 | 3.6% | ETF |
MGC Vanguard Mega Cap ETF | $7,249,308 | $2,803 ▼ | 0.0% | 38,793 | 3.2% | ETF |
AAPL Apple | $7,090,716 | $98,601 ▲ | 1.4% | 41,350 | 3.2% | Computer and Technology |
MSFT Microsoft | $6,546,823 | $9,256 ▼ | -0.1% | 15,561 | 2.9% | Computer and Technology |
VHT Vanguard Health Care ETF | $5,757,747 | $291,621 ▲ | 5.3% | 21,284 | 2.6% | ETF |
QQQ Invesco QQQ | $5,406,409 | $14,653 ▲ | 0.3% | 12,176 | 2.4% | Finance |
TIP iShares TIPS Bond ETF | $4,922,531 | $422,447 ▼ | -7.9% | 45,829 | 2.2% | ETF |
PG Procter & Gamble | $4,738,333 | $15,414 ▲ | 0.3% | 29,204 | 2.1% | Consumer Staples |
VTI Vanguard Total Stock Market ETF | $4,030,877 | $272,901 ▲ | 7.3% | 15,509 | 1.8% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $3,917,375 | $47,082 ▲ | 1.2% | 50,671 | 1.7% | ETF |
MGV Vanguard Mega Cap Value ETF | $3,752,220 | $74,215 ▼ | -1.9% | 31,397 | 1.7% | ETF |
JNJ Johnson & Johnson | $3,751,570 | $46,349 ▼ | -1.2% | 23,716 | 1.7% | Medical |
BRK.B Berkshire Hathaway | $3,128,734 | $147,606 ▲ | 5.0% | 7,440 | 1.4% | Finance |
GOOGL Alphabet | $3,044,018 | $156,669 ▲ | 5.4% | 20,168 | 1.4% | Computer and Technology |
AMZN Amazon.com | $2,865,732 | $178,037 ▲ | 6.6% | 15,887 | 1.3% | Retail/Wholesale |
IHI iShares U.S. Medical Devices ETF | $2,381,283 | $29,471 ▲ | 1.3% | 40,643 | 1.1% | ETF |
V Visa | $2,343,119 | $138,142 ▲ | 6.3% | 8,396 | 1.0% | Business Services |
VGT Vanguard Information Technology ETF | $2,070,881 | $210,234 ▼ | -9.2% | 3,950 | 0.9% | ETF |
VFH Vanguard Financials ETF | $2,057,792 | $717 ▼ | 0.0% | 20,098 | 0.9% | ETF |
XOM Exxon Mobil | $2,025,132 | $55,330 ▲ | 2.8% | 17,422 | 0.9% | Oils/Energy |
JPST JPMorgan Ultra-Short Income ETF | $1,931,226 | $110,284 ▲ | 6.1% | 38,280 | 0.9% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $1,871,859 | $20,286 ▼ | -1.1% | 4,706 | 0.8% | Finance |
BND Vanguard Total Bond Market ETF | $1,833,690 | $287,252 ▲ | 18.6% | 25,247 | 0.8% | ETF |
VDE Vanguard Energy ETF | $1,803,389 | $86,133 ▼ | -4.6% | 13,693 | 0.8% | ETF |
FTSM First Trust Enhanced Short Maturity ETF | $1,676,754 | $162,226 ▼ | -8.8% | 28,124 | 0.7% | Manufacturing |
SCHB Schwab US Broad Market ETF | $1,632,920 | $35,287 ▼ | -2.1% | 26,747 | 0.7% | ETF |
VDC Vanguard Consumer Staples ETF | $1,618,218 | $68,999 ▼ | -4.1% | 7,927 | 0.7% | ETF |
WMT Walmart | $1,601,831 | $1,049,716 ▲ | 190.1% | 26,622 | 0.7% | Retail/Wholesale |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1,565,781 | $29,467 ▼ | -1.8% | 19,448 | 0.7% | ETF |
QDF FlexShares Quality Dividend Index Fund | $1,512,173 | $6,723 ▼ | -0.4% | 22,943 | 0.7% | ETF |
LMT Lockheed Martin | $1,494,778 | $82,336 ▼ | -5.2% | 3,286 | 0.7% | Aerospace |
JPM JPMorgan Chase & Co. | $1,398,063 | $106,157 ▲ | 8.2% | 6,980 | 0.6% | Finance |
LLY Eli Lilly and Company | $1,357,081 | $31,126 ▲ | 2.3% | 1,744 | 0.6% | Medical |
MGK Vanguard Mega Cap Growth ETF | $1,277,707 | $99,167 ▼ | -7.2% | 4,458 | 0.6% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $1,235,090 | $72,042 ▲ | 6.2% | 13,321 | 0.6% | ETF |
CAT Caterpillar | $1,128,773 | $20,523 ▼ | -1.8% | 3,080 | 0.5% | Industrial Products |
WELL Welltower | $1,022,683 | $5,887 ▼ | -0.6% | 10,945 | 0.5% | Finance |
VCR Vanguard Consumer Discretionary ETF | $950,330 | $10,485 ▼ | -1.1% | 2,991 | 0.4% | ETF |
SCHD Schwab US Dividend Equity ETF | $917,069 | $12,820 ▲ | 1.4% | 11,374 | 0.4% | ETF |
VPU Vanguard Utilities ETF | $879,169 | $46,340 ▲ | 5.6% | 6,166 | 0.4% | ETF |
MO Altria Group | $873,452 | $34,634 ▼ | -3.8% | 20,024 | 0.4% | Consumer Staples |
CVX Chevron | $860,902 | $6,467 ▼ | -0.7% | 5,458 | 0.4% | Oils/Energy |
NVDA NVIDIA | $853,865 | $90,356 ▲ | 11.8% | 945 | 0.4% | Computer and Technology |
VIS Vanguard Industrials ETF | $800,324 | $63,967 ▼ | -7.4% | 3,278 | 0.4% | ETF |
VT Vanguard Total World Stock ETF | $774,466 | $33,591 ▼ | -4.2% | 7,009 | 0.3% | ETF |
VAW Vanguard Materials ETF | $772,745 | $66,031 ▼ | -7.9% | 3,780 | 0.3% | ETF |
VYM Vanguard High Dividend Yield ETF | $764,749 | $363 ▲ | 0.0% | 6,321 | 0.3% | ETF |
VZ Verizon Communications | $724,457 | $80,020 ▲ | 12.4% | 17,265 | 0.3% | Computer and Technology |
ABBV AbbVie | $713,225 | $40,605 ▲ | 6.0% | 3,917 | 0.3% | Medical |
SPLV Invesco S&P 500 Low Volatility ETF | $696,707 | $63,103 ▼ | -8.3% | 10,577 | 0.3% | ETF |
MCD McDonald's | $688,621 | $5,922 ▲ | 0.9% | 2,442 | 0.3% | Retail/Wholesale |
SCHV Schwab U.S. Large-Cap Value ETF | $654,720 | $13,145 ▲ | 2.0% | 8,617 | 0.3% | ETF |
KO Coca-Cola | $646,152 | $26,309 ▼ | -3.9% | 10,561 | 0.3% | Consumer Staples |
T AT&T | $640,496 | $13,464 ▲ | 2.1% | 36,392 | 0.3% | Computer and Technology |
IYH iShares U.S. Healthcare ETF | $586,583 | $447,242 ▲ | 321.0% | 9,476 | 0.3% | ETF |
HDV iShares Core High Dividend ETF | $583,011 | | 0.0% | 5,290 | 0.3% | ETF |
INTC Intel | $570,821 | $75,709 ▼ | -11.7% | 12,923 | 0.3% | Computer and Technology |
GD General Dynamics | $500,855 | | 0.0% | 1,773 | 0.2% | Aerospace |
XLP Consumer Staples Select Sector SPDR Fund | $494,813 | | 0.0% | 6,480 | 0.2% | ETF |
CCI Crown Castle | $475,940 | $12,489 ▲ | 2.7% | 4,497 | 0.2% | Finance |
XLK Technology Select Sector SPDR Fund | $473,189 | | 0.0% | 2,272 | 0.2% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $469,455 | $19,747 ▲ | 4.4% | 6,918 | 0.2% | Manufacturing |
VCLT Vanguard Long-Term Corporate Bond ETF | $468,441 | $85,662 ▲ | 22.4% | 5,988 | 0.2% | Manufacturing |
DUK Duke Energy | $461,898 | $28,724 ▲ | 6.6% | 4,776 | 0.2% | Utilities |
IJR iShares Core S&P Small-Cap ETF | $454,336 | $111 ▲ | 0.0% | 4,111 | 0.2% | ETF |
BLK BlackRock | $439,134 | $833 ▲ | 0.2% | 527 | 0.2% | Finance |
TT Trane Technologies | $418,779 | | 0.0% | 1,395 | 0.2% | Business Services |
UPS United Parcel Service | $411,618 | | 0.0% | 2,769 | 0.2% | Transportation |
SCHA Schwab US Small-Cap ETF | $403,817 | $8,863 ▼ | -2.1% | 8,201 | 0.2% | ETF |
COST Costco Wholesale | $403,679 | | 0.0% | 551 | 0.2% | Retail/Wholesale |
UNH UnitedHealth Group | $394,771 | $32,156 ▲ | 8.9% | 798 | 0.2% | Medical |
SCHX Schwab US Large-Cap ETF | $392,157 | | 0.0% | 6,319 | 0.2% | ETF |
PEP PepsiCo | $387,492 | $26,778 ▲ | 7.4% | 2,214 | 0.2% | Consumer Staples |
PM Philip Morris International | $383,290 | $11,912 ▼ | -3.0% | 4,183 | 0.2% | Consumer Staples |
IVE iShares S&P 500 Value ETF | $373,620 | | 0.0% | 2,000 | 0.2% | ETF |
ET Energy Transfer | $372,298 | $43,147 ▲ | 13.1% | 23,668 | 0.2% | Oils/Energy |
IJH iShares Core S&P Mid-Cap ETF | $366,079 | $292,887 ▲ | 400.2% | 6,027 | 0.2% | ETF |
META Meta Platforms | $357,875 | $14,568 ▲ | 4.2% | 737 | 0.2% | Computer and Technology |
SCHW Charles Schwab | $351,717 | $22,425 ▲ | 6.8% | 4,862 | 0.2% | Finance |
AMGN Amgen | $351,467 | $18,483 ▲ | 5.6% | 1,236 | 0.2% | Medical |
IBM International Business Machines | $340,730 | $50,995 ▲ | 17.6% | 1,784 | 0.2% | Computer and Technology |
IDXX IDEXX Laboratories | $335,297 | $1,080 ▲ | 0.3% | 621 | 0.1% | Medical |
AEP American Electric Power | $329,060 | $16,703 ▲ | 5.3% | 3,822 | 0.1% | Utilities |
BA Boeing | $327,539 | $85,311 ▼ | -20.7% | 1,697 | 0.1% | Aerospace |
FTSL First Trust Senior Loan ETF | $326,566 | $786 ▲ | 0.2% | 7,067 | 0.1% | Manufacturing |
SPY SPDR S&P 500 ETF Trust | $319,592 | $523 ▲ | 0.2% | 611 | 0.1% | Finance |
COP ConocoPhillips | $311,799 | $28,380 ▲ | 10.0% | 2,450 | 0.1% | Oils/Energy |
MRK Merck & Co., Inc. | $309,531 | $26,388 ▲ | 9.3% | 2,346 | 0.1% | Medical |
PWR Quanta Services | $303,446 | | 0.0% | 1,168 | 0.1% | Construction |
AMD Advanced Micro Devices | $301,057 | $301,057 ▲ | New Holding | 1,668 | 0.1% | Computer and Technology |
FIS Fidelity National Information Services | $300,281 | | 0.0% | 4,048 | 0.1% | Business Services |
BX Blackstone | $291,923 | | 0.0% | 2,222 | 0.1% | Finance |
AGG iShares Core U.S. Aggregate Bond ETF | $287,062 | $55,924 ▲ | 24.2% | 2,931 | 0.1% | Finance |
GOOG Alphabet | $285,093 | $21,321 ▲ | 8.1% | 1,872 | 0.1% | Computer and Technology |
MUB iShares National Muni Bond ETF | $282,773 | $4,627 ▼ | -1.6% | 2,628 | 0.1% | ETF |
XLY Consumer Discretionary Select Sector SPDR Fund | $281,168 | | 0.0% | 1,529 | 0.1% | Finance |
SCHP Schwab U.S. TIPS ETF | $278,140 | $12,572 ▼ | -4.3% | 5,332 | 0.1% | ETF |
ENB Enbridge | $268,383 | $20,297 ▲ | 8.2% | 7,418 | 0.1% | Oils/Energy |
OKE ONEOK | $266,024 | $3,047 ▲ | 1.2% | 3,318 | 0.1% | Oils/Energy |
VLO Valero Energy | $265,141 | | 0.0% | 1,553 | 0.1% | Oils/Energy |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $264,178 | $49,650 ▼ | -15.8% | 4,512 | 0.1% | ETF |
C Citigroup | $262,700 | $1,202 ▼ | -0.5% | 4,154 | 0.1% | Finance |
VBR Vanguard Small-Cap Value ETF | $258,846 | | 0.0% | 1,349 | 0.1% | ETF |
IYK iShares U.S. Consumer Staples ETF | $258,736 | $166,765 ▲ | 181.3% | 3,826 | 0.1% | ETF |
RTX RTX | $258,263 | $45,547 ▼ | -15.0% | 2,648 | 0.1% | Aerospace |
CI The Cigna Group | $257,865 | | 0.0% | 710 | 0.1% | Medical |
DES WisdomTree U.S. SmallCap Dividend Fund | $250,688 | $7,451 ▼ | -2.9% | 7,671 | 0.1% | Finance |
ABT Abbott Laboratories | $248,698 | $114 ▲ | 0.0% | 2,188 | 0.1% | Medical |
PAYX Paychex | $248,471 | $24,442 ▼ | -9.0% | 2,023 | 0.1% | Business Services |
WM Waste Management | $244,619 | $244,619 ▲ | New Holding | 1,148 | 0.1% | Business Services |
DIS Walt Disney | $244,378 | $244,378 ▲ | New Holding | 1,997 | 0.1% | Consumer Discretionary |
CRM Salesforce | $243,353 | | 0.0% | 808 | 0.1% | Computer and Technology |
IYY iShares Dow Jones U.S. ETF | $239,016 | | 0.0% | 1,866 | 0.1% | ETF |
UNP Union Pacific | $234,125 | | 0.0% | 952 | 0.1% | Transportation |
IR Ingersoll Rand | $232,077 | $232,077 ▲ | New Holding | 2,444 | 0.1% | Industrial Products |
XMLV Invesco S&P MidCap Low Volatility ETF | $230,281 | $48,504 ▼ | -17.4% | 4,083 | 0.1% | ETF |
IYW iShares U.S. Technology ETF | $229,739 | | 0.0% | 1,701 | 0.1% | Manufacturing |
FDX FedEx | $229,505 | | 0.0% | 792 | 0.1% | Transportation |
PFE Pfizer | $229,409 | $229,409 ▲ | New Holding | 8,267 | 0.1% | Medical |
SCHM Schwab U.S. Mid-Cap ETF | $224,747 | $22,393 ▼ | -9.1% | 2,760 | 0.1% | ETF |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $222,195 | $22,790 ▼ | -9.3% | 4,514 | 0.1% | Manufacturing |
IWC iShares Micro-Cap ETF | $221,899 | $12,725 ▼ | -5.4% | 1,831 | 0.1% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $219,661 | | 0.0% | 2,686 | 0.1% | Manufacturing |
AMAT Applied Materials | $216,335 | $216,335 ▲ | New Holding | 1,049 | 0.1% | Computer and Technology |
XLI Industrial Select Sector SPDR Fund | $214,268 | $214,268 ▲ | New Holding | 1,701 | 0.1% | ETF |
SO Southern | $213,490 | $5,380 ▼ | -2.5% | 2,976 | 0.1% | Utilities |
VEU Vanguard FTSE All-World ex-US ETF | $212,892 | $59 ▲ | 0.0% | 3,630 | 0.1% | ETF |
VOX Vanguard Communication Services ETF | $209,033 | $209,033 ▲ | New Holding | 1,593 | 0.1% | ETF |
LOW Lowe's Companies | $207,350 | $207,350 ▲ | New Holding | 814 | 0.1% | Retail/Wholesale |
GPC Genuine Parts | $200,807 | $200,807 ▲ | New Holding | 1,296 | 0.1% | Auto/Tires/Trucks |
CHI Calamos Convertible Opportunities and Income Fund | $128,663 | $1,248 ▲ | 1.0% | 11,336 | 0.1% | Financial Services |
PODD Insulet | $0 | $233,687 ▼ | -100.0% | 0 | 0.0% | Medical |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $0 | $225,857 ▼ | -100.0% | 0 | 0.0% | Finance |
CSCO Cisco Systems | $0 | $200,755 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |