VTI Vanguard Total Stock Market ETF | $8,205,303 | $175,692 ▼ | -2.1% | 31,571 | 3.4% | ETF |
AAPL Apple | $8,081,852 | $139,756 ▲ | 1.8% | 47,130 | 3.4% | Computer and Technology |
IJH iShares Core S&P Mid-Cap ETF | $6,679,942 | $5,479,841 ▲ | 456.6% | 109,976 | 2.8% | ETF |
MSFT Microsoft | $6,498,020 | $96,766 ▼ | -1.5% | 15,445 | 2.7% | Computer and Technology |
PIMCO ETF TR
| $5,513,713 | $62,924 ▼ | -1.1% | 60,023 | 2.3% | ACTIVE BD ETF |
IJR iShares Core S&P Small-Cap ETF | $5,098,619 | $380,410 ▲ | 8.1% | 46,133 | 2.1% | ETF |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $4,992,520 | $506,877 ▲ | 11.3% | 64,229 | 2.1% | ETF |
NVDA NVIDIA | $4,840,371 | $755,376 ▼ | -13.5% | 5,357 | 2.0% | Computer and Technology |
AMZN Amazon.com | $4,813,981 | $168,295 ▲ | 3.6% | 26,688 | 2.0% | Retail/Wholesale |
GOOGL Alphabet | $4,805,611 | $253,864 ▲ | 5.6% | 31,840 | 2.0% | Computer and Technology |
PANW Palo Alto Networks | $4,486,697 | $14,207 ▼ | -0.3% | 15,791 | 1.9% | Computer and Technology |
JPM JPMorgan Chase & Co. | $4,431,237 | $167,251 ▼ | -3.6% | 22,123 | 1.8% | Finance |
LLY Eli Lilly and Company | $4,225,879 | $412,319 ▼ | -8.9% | 5,432 | 1.8% | Medical |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $3,881,951 | $1,639,828 ▼ | -29.7% | 48,217 | 1.6% | ETF |
BRK.B Berkshire Hathaway | $3,745,572 | $351,975 ▲ | 10.4% | 8,907 | 1.6% | Finance |
ORCL Oracle | $3,658,643 | $74,110 ▲ | 2.1% | 29,127 | 1.5% | Computer and Technology |
ABT Abbott Laboratories | $3,622,685 | $30,802 ▲ | 0.9% | 31,873 | 1.5% | Medical |
QUAL iShares MSCI USA Quality Factor ETF | $3,455,952 | $13,805 ▲ | 0.4% | 21,028 | 1.4% | ETF |
XOM Exxon Mobil | $3,431,289 | $55,795 ▼ | -1.6% | 29,519 | 1.4% | Oils/Energy |
CVX Chevron | $3,385,574 | $18,771 ▼ | -0.6% | 21,463 | 1.4% | Oils/Energy |
VIG Vanguard Dividend Appreciation ETF | $3,370,433 | $49,670 ▲ | 1.5% | 18,457 | 1.4% | ETF |
PG Procter & Gamble | $3,282,318 | $9,411 ▲ | 0.3% | 20,230 | 1.4% | Consumer Staples |
MCHP Microchip Technology | $3,237,544 | $9,689 ▼ | -0.3% | 36,089 | 1.4% | Computer and Technology |
APH Amphenol | $3,226,455 | $19,610 ▼ | -0.6% | 27,971 | 1.3% | Computer and Technology |
JSCP JPMorgan Short Duration Core Plus ETF | $3,161,202 | $722,890 ▲ | 29.6% | 67,939 | 1.3% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $2,947,446 | $143,432 ▲ | 5.1% | 82,239 | 1.2% | ETF |
CWB SPDR Bloomberg Convertible Securities ETF | $2,790,055 | $22,935 ▼ | -0.8% | 38,199 | 1.2% | ETF |
PFF iShares Preferred and Income Securities ETF | $2,728,979 | $60,302 ▼ | -2.2% | 84,672 | 1.1% | ETF |
JNJ Johnson & Johnson | $2,643,671 | $90,643 ▼ | -3.3% | 16,712 | 1.1% | Medical |
ADI Analog Devices | $2,543,975 | $105,818 ▲ | 4.3% | 12,862 | 1.1% | Computer and Technology |
CRM Salesforce | $2,513,046 | $131,917 ▲ | 5.5% | 8,344 | 1.0% | Computer and Technology |
COP ConocoPhillips | $2,356,971 | $86,169 ▲ | 3.8% | 18,518 | 1.0% | Oils/Energy |
CVS CVS Health | $2,330,348 | $235,531 ▼ | -9.2% | 29,217 | 1.0% | Retail/Wholesale |
EMXC iShares MSCI Emerging Markets ex China ETF | $2,276,030 | $512,603 ▲ | 29.1% | 39,535 | 0.9% | Manufacturing |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $2,273,493 | $259,774 ▼ | -10.3% | 25,354 | 0.9% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $2,254,489 | $187,963 ▼ | -7.7% | 19,059 | 0.9% | ETF |
COST Costco Wholesale | $2,187,633 | $184,623 ▲ | 9.2% | 2,986 | 0.9% | Retail/Wholesale |
ICE Intercontinental Exchange | $2,166,447 | $79,709 ▲ | 3.8% | 15,764 | 0.9% | Finance |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $2,150,625 | $888,678 ▲ | 70.4% | 19,745 | 0.9% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $2,140,295 | $599,274 ▼ | -21.9% | 51,240 | 0.9% | ETF |
VYM Vanguard High Dividend Yield ETF | $2,064,936 | $61,947 ▼ | -2.9% | 17,067 | 0.9% | ETF |
EUSA iShares MSCI USA Equal Weighted ETF | $2,028,713 | $20,928 ▲ | 1.0% | 22,296 | 0.8% | ETF |
PEP PepsiCo | $2,020,665 | $21,001 ▼ | -1.0% | 11,546 | 0.8% | Consumer Staples |
IDXX IDEXX Laboratories | $1,970,205 | $41,035 ▼ | -2.0% | 3,649 | 0.8% | Medical |
DIS Walt Disney | $1,963,021 | $303,330 ▼ | -13.4% | 16,043 | 0.8% | Consumer Discretionary |
AMD Advanced Micro Devices | $1,818,076 | $129,050 ▲ | 7.6% | 10,073 | 0.8% | Computer and Technology |
IJS iShares S&P Small-Cap 600 Value ETF | $1,813,817 | $145,303 ▼ | -7.4% | 17,651 | 0.8% | ETF |
MDLZ Mondelez International | $1,797,040 | $70,350 ▲ | 4.1% | 25,672 | 0.8% | Consumer Staples |
LOW Lowe's Companies | $1,785,403 | $40,757 ▲ | 2.3% | 7,009 | 0.7% | Retail/Wholesale |
TYL Tyler Technologies | $1,753,166 | $23,801 ▲ | 1.4% | 4,125 | 0.7% | Computer and Technology |
FLRN SPDR Bloomberg Barclays Investment Grade Floating Rate ETF | $1,713,778 | $625,325 ▼ | -26.7% | 55,588 | 0.7% | ETF |
CAT Caterpillar | $1,649,668 | $8,061 ▲ | 0.5% | 4,502 | 0.7% | Industrial Products |
KLAC KLA | $1,645,132 | $129,235 ▼ | -7.3% | 2,355 | 0.7% | Computer and Technology |
DUK Duke Energy | $1,628,500 | $94,582 ▼ | -5.5% | 16,839 | 0.7% | Utilities |
META Meta Platforms | $1,539,289 | $108,770 ▲ | 7.6% | 3,170 | 0.6% | Computer and Technology |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $1,538,228 | $1,332,935 ▲ | 649.3% | 47,055 | 0.6% | ETF |
VNQ Vanguard Real Estate ETF | $1,519,713 | $138,022 ▼ | -8.3% | 17,573 | 0.6% | ETF |
BX Blackstone | $1,480,277 | $7,225 ▲ | 0.5% | 11,268 | 0.6% | Finance |
BA Boeing | $1,463,057 | $210,359 ▲ | 16.8% | 7,581 | 0.6% | Aerospace |
ZBH Zimmer Biomet | $1,435,151 | $6,731 ▼ | -0.5% | 10,874 | 0.6% | Medical |
NKE NIKE | $1,414,869 | $33,363 ▲ | 2.4% | 15,055 | 0.6% | Consumer Discretionary |
BLK BlackRock | $1,413,955 | $298,465 ▲ | 26.8% | 1,696 | 0.6% | Finance |
TIP iShares TIPS Bond ETF | $1,362,603 | $74,220 ▲ | 5.8% | 12,686 | 0.6% | ETF |
KO Coca-Cola | $1,354,709 | $25,696 ▼ | -1.9% | 22,143 | 0.6% | Consumer Staples |
CMG Chipotle Mexican Grill | $1,348,741 | $55,229 ▼ | -3.9% | 464 | 0.6% | Retail/Wholesale |
CI The Cigna Group | $1,307,484 | $9,080 ▼ | -0.7% | 3,600 | 0.5% | Medical |
ACN Accenture | $1,271,019 | $81,453 ▲ | 6.8% | 3,667 | 0.5% | Business Services |
MCD McDonald's | $1,270,749 | $14,098 ▼ | -1.1% | 4,507 | 0.5% | Retail/Wholesale |
MMC Marsh & McLennan Companies | $1,270,073 | $72,093 ▲ | 6.0% | 6,166 | 0.5% | Finance |
FDX FedEx | $1,263,266 | $218,754 ▼ | -14.8% | 4,360 | 0.5% | Transportation |
DLR Digital Realty Trust | $1,252,140 | $36,730 ▼ | -2.8% | 8,693 | 0.5% | Finance |
NEE NextEra Energy | $1,238,128 | $104,301 ▲ | 9.2% | 19,373 | 0.5% | Utilities |
UPS United Parcel Service | $1,215,942 | $214,176 ▼ | -15.0% | 8,181 | 0.5% | Transportation |
DHR Danaher | $1,206,647 | $106,131 ▲ | 9.6% | 4,832 | 0.5% | Multi-Sector Conglomerates |
HON Honeywell International | $1,190,655 | $103,651 ▲ | 9.5% | 5,801 | 0.5% | Multi-Sector Conglomerates |
TJX TJX Companies | $1,123,734 | $27,891 ▲ | 2.5% | 11,080 | 0.5% | Retail/Wholesale |
AMT American Tower | $1,092,080 | $50,188 ▼ | -4.4% | 5,527 | 0.5% | Finance |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $1,088,828 | $121,277 ▼ | -10.0% | 21,233 | 0.5% | Manufacturing |
HD Home Depot | $1,064,490 | $156,509 ▼ | -12.8% | 2,775 | 0.4% | Retail/Wholesale |
GS The Goldman Sachs Group | $1,006,633 | $149,533 ▲ | 17.4% | 2,410 | 0.4% | Finance |
BHP BHP Group | $993,710 | $6,346 ▲ | 0.6% | 17,225 | 0.4% | Basic Materials |
EL Estée Lauder Companies | $985,019 | $39,308 ▼ | -3.8% | 6,390 | 0.4% | Consumer Staples |
SBUX Starbucks | $967,546 | $31,073 ▲ | 3.3% | 10,587 | 0.4% | Retail/Wholesale |
V Visa | $953,058 | $60,560 ▼ | -6.0% | 3,415 | 0.4% | Business Services |
VZ Verizon Communications | $947,541 | $144,007 ▼ | -13.2% | 22,582 | 0.4% | Computer and Technology |
GD General Dynamics | $930,240 | $45,198 ▲ | 5.1% | 3,293 | 0.4% | Aerospace |
MTB M&T Bank | $915,254 | $130,169 ▼ | -12.5% | 6,293 | 0.4% | Finance |
EOG EOG Resources | $891,684 | $60,724 ▲ | 7.3% | 6,975 | 0.4% | Oils/Energy |
AMGN Amgen | $884,520 | $181,965 ▲ | 25.9% | 3,111 | 0.4% | Medical |
IVE iShares S&P 500 Value ETF | $857,084 | $55,483 ▼ | -6.1% | 4,588 | 0.4% | ETF |
DE Deere & Company | $836,267 | $215,639 ▼ | -20.5% | 2,036 | 0.3% | Industrial Products |
ZTS Zoetis | $817,623 | $43,149 ▲ | 5.6% | 4,832 | 0.3% | Medical |
PYPL PayPal | $793,430 | $98,140 ▼ | -11.0% | 11,844 | 0.3% | Computer and Technology |
JCI Johnson Controls International | $772,213 | $43,438 ▲ | 6.0% | 11,822 | 0.3% | Industrial Products |
TXN Texas Instruments | $744,748 | $249,295 ▼ | -25.1% | 4,275 | 0.3% | Computer and Technology |
ZS Zscaler | $726,215 | $182,998 ▲ | 33.7% | 3,770 | 0.3% | Computer and Technology |
IVW iShares S&P 500 Growth ETF | $697,474 | $313,188 ▼ | -31.0% | 8,260 | 0.3% | ETF |
BDX Becton, Dickinson and Company | $667,620 | $216,024 ▲ | 47.8% | 2,698 | 0.3% | Medical |
ZBRA Zebra Technologies | $642,670 | $152,830 ▲ | 31.2% | 2,132 | 0.3% | Industrial Products |
EFA iShares MSCI EAFE ETF | $621,311 | $17,969 ▼ | -2.8% | 7,780 | 0.3% | Finance |
ABBV AbbVie | $588,183 | $79,214 ▼ | -11.9% | 3,230 | 0.2% | Medical |
MA Mastercard | $575,958 | $50,565 ▼ | -8.1% | 1,196 | 0.2% | Business Services |
BMY Bristol-Myers Squibb | $574,187 | $6,236 ▼ | -1.1% | 10,588 | 0.2% | Medical |
IVV iShares Core S&P 500 ETF | $510,484 | $134,061 ▼ | -20.8% | 971 | 0.2% | ETF |
PFE Pfizer | $506,826 | $78,116 ▼ | -13.4% | 18,264 | 0.2% | Medical |
IJK iShares S&P Mid-Cap 400 Growth ETF | $479,610 | $90,794 ▼ | -15.9% | 5,256 | 0.2% | ETF |
LHX L3Harris Technologies | $465,837 | $132,975 ▲ | 39.9% | 2,186 | 0.2% | Aerospace |
CSCO Cisco Systems | $463,913 | $61,389 ▲ | 15.3% | 9,295 | 0.2% | Computer and Technology |
ALB Albemarle | $450,551 | $106,051 ▲ | 30.8% | 3,420 | 0.2% | Basic Materials |
TMO Thermo Fisher Scientific | $442,882 | | 0.0% | 762 | 0.2% | Medical |
APD Air Products and Chemicals | $435,359 | $69,774 ▼ | -13.8% | 1,797 | 0.2% | Basic Materials |
TFC Truist Financial | $432,132 | $141,224 ▼ | -24.6% | 11,086 | 0.2% | Finance |
MBB iShares MBS ETF | $430,862 | $362,379 ▼ | -45.7% | 4,662 | 0.2% | ETF |
BND Vanguard Total Bond Market ETF | $420,019 | $37,041 ▼ | -8.1% | 5,783 | 0.2% | ETF |
CCI Crown Castle | $403,212 | $179,382 ▲ | 80.1% | 3,810 | 0.2% | Finance |
HCA HCA Healthcare | $394,566 | $134,746 ▲ | 51.9% | 1,183 | 0.2% | Medical |
ENB Enbridge | $379,203 | $69,321 ▼ | -15.5% | 10,481 | 0.2% | Oils/Energy |
IEFA iShares Core MSCI EAFE ETF | $345,197 | $20,782 ▼ | -5.7% | 4,651 | 0.1% | ETF |
AFL Aflac | $318,970 | | 0.0% | 3,715 | 0.1% | Finance |
WMT Walmart | $315,893 | $209,633 ▲ | 197.3% | 5,250 | 0.1% | Retail/Wholesale |
CB Chubb | $315,620 | | 0.0% | 1,218 | 0.1% | Finance |
STT State Street | $312,991 | $28,608 ▼ | -8.4% | 4,048 | 0.1% | Finance |
IBM International Business Machines | $312,411 | $191 ▲ | 0.1% | 1,636 | 0.1% | Computer and Technology |
SCHW Charles Schwab | $303,466 | $3,617 ▼ | -1.2% | 4,195 | 0.1% | Finance |
MRK Merck & Co., Inc. | $283,033 | $9,896 ▼ | -3.4% | 2,145 | 0.1% | Medical |
CSX CSX | $278,025 | $33,363 ▼ | -10.7% | 7,500 | 0.1% | Transportation |
IBDP iShares iBonds Dec 2024 Term Corporate ETF | $273,170 | $5,010 ▼ | -1.8% | 10,905 | 0.1% | ETF |
RTX RTX | $262,648 | $262,648 ▲ | New Holding | 2,693 | 0.1% | Aerospace |
IWB iShares Russell 1000 ETF | $259,227 | | 0.0% | 900 | 0.1% | ETF |
BAC Bank of America | $257,211 | $3,223 ▼ | -1.2% | 6,783 | 0.1% | Finance |
C Citigroup | $253,276 | $79,240 ▼ | -23.8% | 4,005 | 0.1% | Finance |
IJT iShares S&P Small-Cap 600 Growth ETF | $253,093 | $88,112 ▼ | -25.8% | 1,936 | 0.1% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $224,817 | $77,310 ▼ | -25.6% | 2,908 | 0.1% | ETF |
GNRC Generac | $218,222 | $28,886 ▼ | -11.7% | 1,730 | 0.1% | Computer and Technology |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $207,112 | | 0.0% | 2,060 | 0.1% | ETF |
T AT&T | $177,056 | $39,600 ▼ | -18.3% | 10,060 | 0.1% | Computer and Technology |
NSC Norfolk Southern | $0 | $292,638 ▼ | -100.0% | 0 | 0.0% | Transportation |
MS Morgan Stanley | $0 | $219,417 ▼ | -100.0% | 0 | 0.0% | Finance |
NVS Novartis | $0 | $216,884 ▼ | -100.0% | 0 | 0.0% | Medical |
MDY SPDR S&P MidCap 400 ETF Trust | $0 | $215,637 ▼ | -100.0% | 0 | 0.0% | ETF |
DEO Diageo | $0 | $211,935 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |