CGGR Capital Group Growth ETF | $12,099,944 | $568,027 ▲ | 4.9% | 285,443 | 8.1% | ETF |
CGDV Capital Group Dividend Value ETF | $11,710,948 | $561,127 ▲ | 5.0% | 285,215 | 7.8% | ETF |
BOXX Alpha Architect 1-3 Month Box ETF | $9,022,049 | $1,302,256 ▲ | 16.9% | 79,686 | 6.0% | ETF |
AAPL Apple | $8,809,692 | $1,109,728 ▼ | -11.2% | 37,756 | 5.9% | Computer and Technology |
BRK.B Berkshire Hathaway | $8,802,006 | $143,192 ▲ | 1.7% | 18,441 | 5.9% | Finance |
IVW iShares S&P 500 Growth ETF | $7,133,883 | $178,231 ▼ | -2.4% | 61,680 | 4.8% | ETF |
AMZN Amazon.com | $5,347,853 | $201,429 ▼ | -3.6% | 23,815 | 3.6% | Retail/Wholesale |
GLD SPDR Gold Shares | $4,610,630 | $256,335 ▲ | 5.9% | 14,911 | 3.1% | Finance |
IVE iShares S&P 500 Value ETF | $4,358,905 | $82,915 ▼ | -1.9% | 21,554 | 2.9% | ETF |
CAPITAL GROUP CORE BALANCED
| $4,353,447 | $372,256 ▲ | 9.4% | 127,742 | 2.9% | SHS |
COST Costco Wholesale | $3,476,351 | $62,655 ▼ | -1.8% | 3,551 | 2.3% | Retail/Wholesale |
DFAS Dimensional U.S. Small Cap ETF | $3,456,891 | $275,091 ▲ | 8.6% | 51,145 | 2.3% | ETF |
FTLS First Trust Long/Short Equity ETF | $3,379,057 | $50,438 ▼ | -1.5% | 50,045 | 2.3% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $2,703,318 | $25,866 ▼ | -0.9% | 87,999 | 1.8% | ETF |
VTV Vanguard Value ETF | $2,631,362 | $5,424 ▲ | 0.2% | 14,553 | 1.8% | ETF |
EFA iShares MSCI EAFE ETF | $2,620,886 | $48,294 ▼ | -1.8% | 28,600 | 1.8% | Finance |
SCHV Schwab U.S. Large-Cap Value ETF | $2,260,874 | $28,251 ▼ | -1.2% | 79,468 | 1.5% | ETF |
SCHD Schwab US Dividend Equity ETF | $2,250,608 | $32,430 ▼ | -1.4% | 81,959 | 1.5% | ETF |
VTI Vanguard Total Stock Market ETF | $2,105,502 | $132,150 ▲ | 6.7% | 6,628 | 1.4% | ETF |
QQQ Invesco QQQ | $2,050,096 | $17,408 ▼ | -0.8% | 3,533 | 1.4% | Finance |
VUG Vanguard Growth ETF | $2,043,064 | $10,183 ▲ | 0.5% | 4,414 | 1.4% | ETF |
BILS SPDR Bloomberg 3-12 Month T-Bill ETF | $1,914,714 | $63,043 ▲ | 3.4% | 19,286 | 1.3% | ETF |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $1,874,189 | $48,350 ▲ | 2.6% | 20,467 | 1.3% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $1,867,304 | $32,285 ▼ | -1.7% | 63,796 | 1.3% | ETF |
MSFT Microsoft | $1,717,882 | $5,726 ▲ | 0.3% | 3,300 | 1.2% | Computer and Technology |
MNA NYLI Merger Arbitrage ETF | $1,528,561 | $19,720 ▼ | -1.3% | 42,709 | 1.0% | ETF |
BND Vanguard Total Bond Market ETF | $1,420,854 | $15,487 ▼ | -1.1% | 19,266 | 1.0% | ETF |
BUFF Innovator Laddered Allocation Power Buffer ETF | $1,386,867 | $27,428 ▼ | -1.9% | 28,821 | 0.9% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $1,324,029 | $23,807 ▼ | -1.8% | 10,289 | 0.9% | ETF |
VOO Vanguard S&P 500 ETF | $1,142,963 | $13,635 ▼ | -1.2% | 1,928 | 0.8% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $1,047,943 | $14,757 ▼ | -1.4% | 9,729 | 0.7% | ETF |
VO Vanguard Mid-Cap ETF | $1,035,588 | $81,347 ▼ | -7.3% | 3,590 | 0.7% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $986,699 | $19,381 ▼ | -1.9% | 10,386 | 0.7% | ETF |
GRAYSCALE BITCOIN TRUST ETF
| $966,580 | $1,449 ▼ | -0.1% | 10,006 | 0.6% | SHS REP COM UT |
VB Vanguard Small-Cap ETF | $938,569 | $9,998 ▼ | -1.1% | 3,755 | 0.6% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $933,140 | $16,580 ▼ | -1.7% | 6,641 | 0.6% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $879,163 | | 0.0% | 4,688 | 0.6% | ETF |
BUFB Innovator Laddered Allocation Buffer ETF | $770,718 | $10,449 ▲ | 1.4% | 22,128 | 0.5% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $761,767 | | 0.0% | 1,695 | 0.5% | Finance |
EXR Extra Space Storage | $702,245 | | 0.0% | 5,081 | 0.5% | Finance |
KJAN Innovator U.S. Small Cap Power Buffer ETF - January | $666,274 | $6,829 ▲ | 1.0% | 17,073 | 0.4% | ETF |
GS The Goldman Sachs Group | $662,224 | $40,970 ▼ | -5.8% | 889 | 0.4% | Finance |
VIG Vanguard Dividend Appreciation ETF | $660,324 | $7,349 ▲ | 1.1% | 3,145 | 0.4% | ETF |
XOM Exxon Mobil | $629,926 | $17,002 ▼ | -2.6% | 5,854 | 0.4% | Energy |
SPY SPDR S&P 500 ETF Trust | $618,556 | $3,870 ▲ | 0.6% | 959 | 0.4% | Finance |
KAPR Innovator U.S. Small Cap Power Buffer ETF - April | $603,998 | $39,845 ▲ | 7.1% | 18,039 | 0.4% | ETF |
SCHB Schwab US Broad Market ETF | $599,613 | $1,867 ▼ | -0.3% | 24,081 | 0.4% | ETF |
EMR Emerson Electric | $590,625 | $27,000 ▼ | -4.4% | 4,375 | 0.4% | Industrials |
META Meta Platforms | $588,180 | $3,900 ▲ | 0.7% | 754 | 0.4% | Computer and Technology |
CAT Caterpillar | $574,451 | $4,963 ▲ | 0.9% | 1,389 | 0.4% | Industrials |
TSLA Tesla | $557,601 | $206,682 ▲ | 58.9% | 1,643 | 0.4% | Auto/Tires/Trucks |
SCHA Schwab US Small-Cap ETF | $555,769 | $6,544 ▼ | -1.2% | 20,638 | 0.4% | ETF |
AMSC American Superconductor | $551,718 | $1,893 ▲ | 0.3% | 10,200 | 0.4% | Computer and Technology |
MDYG SPDR S&P 400 Mid Cap Growth ETF | $548,342 | $21,484 ▲ | 4.1% | 6,049 | 0.4% | ETF |
GOOG Alphabet | $517,009 | $8,123 ▲ | 1.6% | 2,546 | 0.3% | Computer and Technology |
KOCT Innovator U.S. Small Cap Power Buffer ETF - October | $482,645 | $4,447 ▲ | 0.9% | 15,193 | 0.3% | ETF |
NAPR Innovator Growth-100 Power Buffer ETF - April | $471,425 | $187,632 ▲ | 66.1% | 9,045 | 0.3% | ETF |
VGT Vanguard Information Technology ETF | $464,690 | $151,360 ▲ | 48.3% | 657 | 0.3% | ETF |
NFLX Netflix | $455,278 | | 0.0% | 378 | 0.3% | Consumer Discretionary |
JPM JPMorgan Chase & Co. | $454,180 | $51,724 ▲ | 12.9% | 1,563 | 0.3% | Finance |
BNOV Innovator U.S. Equity Buffer ETF - November | $446,629 | $5,951 ▼ | -1.3% | 10,507 | 0.3% | ETF |
SCHX Schwab US Large-Cap ETF | $446,142 | $8,837 ▼ | -1.9% | 17,468 | 0.3% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $424,437 | $27,928 ▲ | 7.0% | 9,316 | 0.3% | ETF |
ORCL Oracle | $407,913 | $3,173 ▲ | 0.8% | 1,671 | 0.3% | Computer and Technology |
CAPITAL GROUP INTERNATIONAL
| $407,735 | $26,362 ▲ | 6.9% | 12,296 | 0.3% | SHS |
GDX VanEck Gold Miners ETF | $374,280 | $11,034 ▲ | 3.0% | 6,445 | 0.3% | ETF |
TSM Taiwan Semiconductor Manufacturing | $366,361 | | 0.0% | 1,517 | 0.2% | Computer and Technology |
MDYV SPDR S&P 400 Mid Cap Value ETF | $356,474 | $29,610 ▼ | -7.7% | 4,310 | 0.2% | ETF |
CVX Chevron | $345,972 | $6,857 ▲ | 2.0% | 2,220 | 0.2% | Energy |
BJUL Innovator U.S. Equity Buffer ETF - July | $341,862 | $4,856 ▲ | 1.4% | 7,040 | 0.2% | ETF |
PFE Pfizer | $329,521 | $47,552 ▼ | -12.6% | 13,097 | 0.2% | Medical |
CSCO Cisco Systems | $305,818 | | 0.0% | 4,344 | 0.2% | Computer and Technology |
VYM Vanguard High Dividend Yield ETF | $300,337 | | 0.0% | 2,183 | 0.2% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $284,149 | $23,044 ▼ | -7.5% | 6,116 | 0.2% | ETF |
LMT Lockheed Martin | $274,393 | $9,737 ▲ | 3.7% | 620 | 0.2% | Aerospace |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | $274,330 | | 0.0% | 6,215 | 0.2% | ETF |
VV Vanguard Large-Cap ETF | $270,898 | | 0.0% | 910 | 0.2% | ETF |
SCHW Charles Schwab | $262,941 | $4,779 ▼ | -1.8% | 2,751 | 0.2% | Finance |
OUSA ALPS O'Shares U.S. Quality Dividend ETF | $261,907 | | 0.0% | 4,709 | 0.2% | ETF |
GE VERNOVA INC
| $261,336 | $261,336 ▲ | New Holding | 412 | 0.2% | COM |
SCHE Schwab Emerging Markets Equity ETF | $250,953 | | 0.0% | 7,919 | 0.2% | ETF |
PGX Invesco Preferred ETF | $247,916 | $1,332 ▲ | 0.5% | 21,595 | 0.2% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $226,092 | | 0.0% | 3,851 | 0.2% | ETF |
QCOM QUALCOMM | $219,226 | $219,226 ▲ | New Holding | 1,400 | 0.1% | Computer and Technology |
KJUL Innovator U.S. Small Cap Power Buffer ETF - July | $215,631 | $215,631 ▲ | New Holding | 7,134 | 0.1% | ETF |
JNJ Johnson & Johnson | $213,665 | $213,665 ▲ | New Holding | 1,225 | 0.1% | Medical |
BAUG Innovator U.S. Equity Buffer ETF - August | $207,603 | $207,603 ▲ | New Holding | 4,335 | 0.1% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $206,996 | $29,537 ▼ | -12.5% | 1,738 | 0.1% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $205,293 | $205,293 ▲ | New Holding | 3,173 | 0.1% | ETF |
PIMCO ETF TR
| $202,692 | $202,692 ▲ | New Holding | 2,194 | 0.1% | ACTIVE BD ETF |
CGUS Capital Group Core Equity ETF | $200,781 | $200,781 ▲ | New Holding | 5,212 | 0.1% | ETF |
NVDA NVIDIA | $200,475 | $200,475 ▲ | New Holding | 1,104 | 0.1% | Computer and Technology |
VFC V.F. | $197,743 | $19,764 ▼ | -9.1% | 15,118 | 0.1% | Consumer Discretionary |
RYN Rayonier | $0 | $387,537 ▼ | -100.0% | 0 | 0.0% | Construction |
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