VTI Vanguard Total Stock Market ETF | $49,275,083 | $9,293,267 ▲ | 23.2% | 189,592 | 5.3% | ETF |
SCHD Schwab US Dividend Equity ETF | $36,935,485 | $2,476,471 ▲ | 7.2% | 458,086 | 3.9% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $35,977,211 | $429,479 ▼ | -1.2% | 388,020 | 3.8% | ETF |
SPY SPDR S&P 500 ETF Trust | $22,693,324 | $6,648,225 ▲ | 41.4% | 102,905 | 2.4% | Finance |
SCHX Schwab US Large-Cap ETF | $22,195,356 | $60,695 ▲ | 0.3% | 357,644 | 2.4% | ETF |
AAPL Apple | $21,607,151 | $198,745 ▲ | 0.9% | 126,004 | 2.3% | Computer and Technology |
FBND Fidelity Total Bond ETF | $18,527,972 | $2,204,239 ▲ | 13.5% | 408,916 | 2.0% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $18,284,950 | $1,723,160 ▲ | 10.4% | 186,695 | 2.0% | Finance |
NVDA NVIDIA | $17,648,095 | $768,263 ▲ | 4.6% | 20,904 | 1.9% | Computer and Technology |
TOTL SPDR Doubleline Total Return Tactical ETF | $15,427,148 | $1,787,112 ▲ | 13.1% | 385,197 | 1.6% | ETF |
SCHF Schwab International Equity ETF | $14,535,559 | $412,948 ▲ | 2.9% | 372,516 | 1.6% | ETF |
VIG Vanguard Dividend Appreciation ETF | $13,433,392 | $1,120,134 ▲ | 9.1% | 73,563 | 1.4% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $13,162,229 | $3,016,520 ▲ | 29.7% | 172,755 | 1.4% | Manufacturing |
SCHA Schwab US Small-Cap ETF | $11,501,463 | $145,406 ▲ | 1.3% | 233,580 | 1.2% | ETF |
DLN WisdomTree U.S. LargeCap Dividend Fund | $10,726,959 | $2,298,825 ▼ | -17.6% | 148,593 | 1.1% | Finance |
CGGO Capital Group Global Growth Equity ETF | $10,400,654 | $237,600 ▲ | 2.3% | 361,134 | 1.1% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $10,312,817 | $964,733 ▲ | 10.3% | 206,463 | 1.1% | ETF |
MSFT Microsoft | $10,136,979 | $669,035 ▲ | 7.1% | 24,379 | 1.1% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $9,782,569 | $282,311 ▲ | 3.0% | 18,608 | 1.0% | ETF |
AMZN Amazon.com | $9,600,994 | $154,786 ▼ | -1.6% | 53,902 | 1.0% | Retail/Wholesale |
XOM Exxon Mobil | $8,926,008 | $277,467 ▲ | 3.2% | 76,789 | 1.0% | Oils/Energy |
COWZ Pacer US Cash Cows 100 ETF | $8,490,736 | $3,091,914 ▲ | 57.3% | 146,115 | 0.9% | ETF |
QQQM Invesco NASDAQ 100 ETF | $8,181,791 | $68,692 ▼ | -0.8% | 44,785 | 0.9% | ETF |
QQQ Invesco QQQ | $8,047,222 | $2,923,147 ▲ | 57.0% | 36,625 | 0.9% | Finance |
HTAB Hartford Schroders Tax-Aware Bond ETF | $7,326,986 | $893,983 ▲ | 13.9% | 374,208 | 0.8% | ETF |
VOO Vanguard S&P 500 ETF | $7,180,038 | $4,966,950 ▲ | 224.4% | 14,937 | 0.8% | ETF |
SCHB Schwab US Broad Market ETF | $7,088,239 | $242,003 ▲ | 3.5% | 116,105 | 0.8% | ETF |
TSLA Tesla | $7,028,501 | $255,052 ▼ | -3.5% | 40,068 | 0.8% | Auto/Tires/Trucks |
JAAA Janus Henderson AAA CLO ETF | $6,713,612 | $3,431,800 ▲ | 104.6% | 132,314 | 0.7% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $6,527,226 | $313,178 ▲ | 5.0% | 80,158 | 0.7% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $6,465,880 | $6,465,880 ▲ | New Holding | 71,494 | 0.7% | Manufacturing |
SCHK Schwab 1000 Index ETF | $5,692,818 | $5,692,818 ▲ | New Holding | 112,351 | 0.6% | ETF |
BRK.B Berkshire Hathaway | $5,690,521 | $2,168,218 ▲ | 61.6% | 13,532 | 0.6% | Finance |
IUSG iShares Core S&P U.S. Growth ETF | $5,641,330 | $5,641,330 ▲ | New Holding | 48,130 | 0.6% | Manufacturing |
DFUS Dimensional U.S. Equity ETF | $5,598,472 | $2,952,940 ▲ | 111.6% | 98,253 | 0.6% | ETF |
JNJ Johnson & Johnson | $5,575,764 | $201,061 ▲ | 3.7% | 35,247 | 0.6% | Medical |
SCHE Schwab Emerging Markets Equity ETF | $5,474,852 | $475,053 ▲ | 9.5% | 216,826 | 0.6% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $5,258,731 | $2,629,566 ▲ | 100.0% | 104,818 | 0.6% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $5,250,187 | $237,319 ▲ | 4.7% | 146,653 | 0.6% | ETF |
GOOG Alphabet | $4,697,774 | $195,537 ▲ | 4.3% | 31,737 | 0.5% | Computer and Technology |
GDX VanEck Gold Miners ETF | $4,015,264 | $29,596 ▲ | 0.7% | 126,985 | 0.4% | ETF |
IWF iShares Russell 1000 Growth ETF | $3,888,847 | $232,899 ▲ | 6.4% | 11,538 | 0.4% | ETF |
EDV Vanguard Extended Duration Treasury ETF | $3,789,645 | $1,792,829 ▲ | 89.8% | 49,473 | 0.4% | ETF |
PG Procter & Gamble | $3,765,823 | $299,838 ▲ | 8.7% | 23,210 | 0.4% | Consumer Staples |
VB Vanguard Small-Cap ETF | $3,732,187 | $3,139,911 ▼ | -45.7% | 16,327 | 0.4% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $3,689,194 | $1,868,698 ▲ | 102.6% | 88,322 | 0.4% | ETF |
DFAI Dimensional International Core Equity Market ETF | $3,666,653 | $2,845,636 ▲ | 346.6% | 121,332 | 0.4% | ETF |
VGT Vanguard Information Technology ETF | $3,577,476 | $199,244 ▲ | 5.9% | 6,823 | 0.4% | ETF |
SO Southern | $3,569,430 | $254,247 ▲ | 7.7% | 49,755 | 0.4% | Utilities |
META Meta Platforms | $3,548,107 | $1,130,752 ▲ | 46.8% | 7,399 | 0.4% | Computer and Technology |
DON WisdomTree U.S. MidCap Dividend Fund | $3,545,057 | $1,697,886 ▼ | -32.4% | 72,689 | 0.4% | Finance |
VTV Vanguard Value ETF | $3,452,355 | $3,106,435 ▼ | -47.4% | 21,198 | 0.4% | ETF |
MRK Merck & Co., Inc. | $3,432,850 | $734,178 ▼ | -17.6% | 26,016 | 0.4% | Medical |
EMTL SPDR DoubleLine Emerging Markets Fixed Income ETF | $3,428,743 | $206,929 ▲ | 6.4% | 81,274 | 0.4% | ETF |
FJUL FT Vest U.S. Equity Buffer ETF July | $3,394,469 | $58,230 ▼ | -1.7% | 76,366 | 0.4% | ETF |
ABBV AbbVie | $3,383,150 | $26,586 ▲ | 0.8% | 18,579 | 0.4% | Medical |
SCHV Schwab U.S. Large-Cap Value ETF | $3,368,688 | $139,650 ▲ | 4.3% | 44,337 | 0.4% | ETF |
SHV iShares Short Treasury Bond ETF | $3,331,786 | $2,948,102 ▲ | 768.4% | 30,141 | 0.4% | ETF |
CVX Chevron | $3,241,409 | $618,027 ▲ | 23.6% | 20,549 | 0.3% | Oils/Energy |
FFEB FT Vest U.S. Equity Buffer ETF - February | $3,224,405 | $32,371 ▼ | -1.0% | 71,219 | 0.3% | ETF |
RDVY First Trust NASDAQ Rising Dividend Achievers | $3,180,852 | $46,284 ▲ | 1.5% | 56,629 | 0.3% | Manufacturing |
HD Home Depot | $3,156,882 | $157,269 ▲ | 5.2% | 8,230 | 0.3% | Retail/Wholesale |
MGK Vanguard Mega Cap Growth ETF | $3,151,572 | $186,010 ▲ | 6.3% | 10,996 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $3,091,020 | $359,938 ▲ | 13.2% | 15,432 | 0.3% | Finance |
FMAY FT Vest U.S. Equity Buffer ETF May | $3,061,316 | | 0.0% | 70,831 | 0.3% | ETF |
VO Vanguard Mid-Cap ETF | $2,954,879 | $5,497 ▼ | -0.2% | 11,826 | 0.3% | ETF |
MMIT IQ MacKay Shields Municipal Intermediate ETF | $2,867,383 | $69,804 ▲ | 2.5% | 117,564 | 0.3% | ETF |
XLP Consumer Staples Select Sector SPDR Fund | $2,858,838 | $5,422 ▼ | -0.2% | 37,439 | 0.3% | ETF |
CB Chubb | $2,854,736 | $15,029 ▲ | 0.5% | 11,017 | 0.3% | Finance |
DGT SPDR Global Dow ETF | $2,823,054 | $2,698 ▲ | 0.1% | 21,971 | 0.3% | ETF |
TDIV First Trust NASDAQ Technology Dividend Index Fund | $2,775,862 | $26,266 ▼ | -0.9% | 39,843 | 0.3% | Manufacturing |
ITA iShares U.S. Aerospace & Defense ETF | $2,689,165 | $14,776 ▼ | -0.5% | 20,383 | 0.3% | ETF |
KO Coca-Cola | $2,625,776 | $55,612 ▲ | 2.2% | 42,919 | 0.3% | Consumer Staples |
MA Mastercard | $2,622,371 | $32,750 ▲ | 1.3% | 5,445 | 0.3% | Business Services |
TJX TJX Companies | $2,608,715 | $62,982 ▲ | 2.5% | 25,722 | 0.3% | Retail/Wholesale |
VXUS Vanguard Total International Stock ETF | $2,604,509 | $12,964 ▼ | -0.5% | 43,193 | 0.3% | ETF |
VDC Vanguard Consumer Staples ETF | $2,432,594 | $475,454 ▲ | 24.3% | 11,916 | 0.3% | ETF |
XDEC FT Vest U.S. Equity Enhance & Moderate Buffer ETF - December | $2,401,770 | $28,279 ▼ | -1.2% | 68,116 | 0.3% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $2,400,095 | $2,170,189 ▲ | 943.9% | 6,034 | 0.3% | Finance |
JPST JPMorgan Ultra-Short Income ETF | $2,363,105 | $104,481 ▼ | -4.2% | 46,841 | 0.3% | ETF |
VUG Vanguard Growth ETF | $2,334,779 | $649,181 ▲ | 38.5% | 6,783 | 0.2% | ETF |
DUHP Dimensional US High Profitability ETF | $2,300,955 | $103,965 ▲ | 4.7% | 72,792 | 0.2% | ETF |
GOOGL Alphabet | $2,253,083 | $108,066 ▲ | 5.0% | 14,928 | 0.2% | Computer and Technology |
PWV Invesco Large Cap Value ETF | $2,252,860 | $30,324 ▼ | -1.3% | 39,747 | 0.2% | ETF |
ORLY O'Reilly Automotive | $2,245,342 | $89,182 ▲ | 4.1% | 1,989 | 0.2% | Retail/Wholesale |
BSV Vanguard Short-Term Bond ETF | $2,243,185 | $2,913 ▲ | 0.1% | 29,258 | 0.2% | ETF |
FMAR FT Vest U.S. Equity Buffer ETF - March | $2,218,865 | $95,275 ▲ | 4.5% | 56,546 | 0.2% | ETF |
LOW Lowe's Companies | $2,215,216 | $65,213 ▲ | 3.0% | 8,696 | 0.2% | Retail/Wholesale |
SCHZ Schwab U.S. Aggregate Bond ETF | $2,171,243 | $2,171,243 ▲ | New Holding | 47,201 | 0.2% | ETF |
VAW Vanguard Materials ETF | $2,168,266 | $6,951 ▼ | -0.3% | 10,606 | 0.2% | ETF |
SPGI S&P Global | $2,139,151 | $111,042 ▲ | 5.5% | 5,028 | 0.2% | Business Services |
AVGO Broadcom | $2,127,441 | $298,239 ▼ | -12.3% | 1,605 | 0.2% | Computer and Technology |
COST Costco Wholesale | $2,107,751 | $816,140 ▲ | 63.2% | 2,877 | 0.2% | Retail/Wholesale |
GDXJ VanEck Junior Gold Miners ETF | $2,105,093 | $8,949 ▼ | -0.4% | 54,339 | 0.2% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $2,103,871 | $120,231 ▼ | -5.4% | 35,872 | 0.2% | ETF |
V Visa | $2,083,231 | $4,186 ▼ | -0.2% | 7,465 | 0.2% | Business Services |
UNH UnitedHealth Group | $2,065,997 | $215,703 ▲ | 11.7% | 4,176 | 0.2% | Medical |
AMLP Alerian MLP ETF | $2,042,367 | $222,163 ▼ | -9.8% | 43,033 | 0.2% | ETF |
FI Fiserv | $1,990,558 | $45,868 ▼ | -2.3% | 12,455 | 0.2% | Business Services |
VTWO Vanguard Russell 2000 ETF | $1,984,112 | $1,475,878 ▲ | 290.4% | 23,326 | 0.2% | ETF |
