SPY SPDR S&P 500 ETF Trust | $414,897,313 | $32,691,283 ▲ | 8.6% | 637,970 | 9.0% | Finance |
IWR iShares Russell Mid-Cap ETF | $378,136,934 | $7,532,992 ▲ | 2.0% | 3,889,097 | 8.2% | ETF |
IWM iShares Russell 2000 ETF | $213,393,780 | $9,385,051 ▲ | 4.6% | 860,460 | 4.6% | Finance |
VOO Vanguard S&P 500 ETF | $203,939,781 | $14,848,531 ▲ | 7.9% | 341,293 | 4.4% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $149,245,140 | $9,590,010 ▲ | 6.9% | 1,722,589 | 3.2% | Manufacturing |
BND Vanguard Total Bond Market ETF | $116,622,837 | $11,034,878 ▲ | 10.5% | 1,583,689 | 2.5% | ETF |
IVV iShares Core S&P 500 ETF | $107,342,148 | $22,458,044 ▲ | 26.5% | 164,330 | 2.3% | ETF |
LOW Lowe's Companies | $103,858,764 | $2,661,694 ▲ | 2.6% | 439,558 | 2.3% | Retail/Wholesale |
AAPL Apple | $100,618,786 | $16,409,289 ▲ | 19.5% | 396,465 | 2.2% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $93,164,717 | $4,616,145 ▲ | 5.2% | 290,404 | 2.0% | ETF |
IWB iShares Russell 1000 ETF | $92,750,885 | $7,223,193 ▲ | 8.4% | 260,127 | 2.0% | ETF |
IEFA iShares Core MSCI EAFE ETF | $86,554,869 | $7,950,612 ▲ | 10.1% | 956,091 | 1.9% | ETF |
EFA iShares MSCI EAFE ETF | $73,583,069 | $5,321,253 ▲ | 7.8% | 757,575 | 1.6% | Finance |
VXUS Vanguard Total International Stock ETF | $72,479,853 | $7,143,239 ▲ | 10.9% | 939,954 | 1.6% | ETF |
BALL Ball | $69,082,920 | $479,500 ▲ | 0.7% | 1,168,718 | 1.5% | Industrials |
ICVT iShares Convertible Bond ETF | $57,517,575 | $3,971,440 ▲ | 7.4% | 565,061 | 1.2% | ETF |
VO Vanguard Mid-Cap ETF | $57,307,612 | $7,920,422 ▲ | 16.0% | 199,553 | 1.2% | ETF |
IWF iShares Russell 1000 Growth ETF | $55,645,411 | $1,364,475 ▲ | 2.5% | 130,501 | 1.2% | ETF |
VTWO Vanguard Russell 2000 ETF | $53,846,276 | $12,020,098 ▲ | 28.7% | 537,549 | 1.2% | ETF |
GNR SPDR S&P Global Natural Resources ETF | $53,465,965 | $4,077,878 ▲ | 8.3% | 716,030 | 1.2% | ETF |
QQQ Invesco QQQ | $51,078,116 | $1,639,768 ▲ | 3.3% | 88,496 | 1.1% | Finance |
ACWX iShares MSCI ACWI ex U.S. ETF | $47,698,695 | $33,276 ▲ | 0.1% | 696,635 | 1.0% | Manufacturing |
DVY iShares Select Dividend ETF | $47,534,680 | $1,333,320 ▲ | 2.9% | 313,946 | 1.0% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $45,961,827 | $581,793 ▼ | -1.2% | 315,369 | 1.0% | ETF |
IWN iShares Russell 2000 Value ETF | $45,086,345 | $1,121,803 ▼ | -2.4% | 237,810 | 1.0% | ETF |
VB Vanguard Small-Cap ETF | $43,910,957 | $5,274,553 ▲ | 13.7% | 167,650 | 1.0% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $43,240,065 | $1,948,190 ▲ | 4.7% | 337,497 | 0.9% | ETF |
GLD SPDR Gold Shares | $42,119,572 | $651,886 ▼ | -1.5% | 97,887 | 0.9% | Finance |
VIG Vanguard Dividend Appreciation ETF | $36,761,191 | $3,817,091 ▲ | 11.6% | 170,935 | 0.8% | ETF |
HD Home Depot | $33,536,339 | $1,331,679 ▲ | 4.1% | 101,968 | 0.7% | Retail/Wholesale |
MSFT Microsoft | $30,480,444 | $4,134,046 ▲ | 15.7% | 82,342 | 0.7% | Computer and Technology |
IWD iShares Russell 1000 Value ETF | $27,916,488 | $938,227 ▲ | 3.5% | 130,652 | 0.6% | ETF |
SIVR abrdn Physical Silver Shares ETF | $27,846,541 | $16,094,270 ▼ | -36.6% | 388,864 | 0.6% | ETF |
AMZN Amazon.com | $27,771,759 | $1,285,442 ▲ | 4.9% | 133,345 | 0.6% | Retail/Wholesale |
PNC The PNC Financial Services Group | $27,442,909 | $26,164,820 ▲ | 2,047.2% | 131,880 | 0.6% | Finance |
IAU iShares Gold Trust | $26,677,666 | $516,001 ▲ | 2.0% | 302,605 | 0.6% | Finance |
SLV iShares Silver Trust | $24,004,567 | $3,088,242 ▼ | -11.4% | 352,283 | 0.5% | ETF |
XLK Technology Select Sector SPDR Fund | $23,590,870 | $7,659,311 ▲ | 48.1% | 177,508 | 0.5% | ETF |
GOOG Alphabet | $23,227,632 | $3,476,457 ▲ | 17.6% | 80,972 | 0.5% | Computer and Technology |
JPM JPMorgan Chase & Co. | $23,034,202 | $3,278,078 ▲ | 16.6% | 78,306 | 0.5% | Finance |
BRK.A Berkshire Hathaway | $22,980,480 | $718,140 ▼ | -3.0% | 32 | 0.5% | Finance |
DIA SPDR Dow Jones Industrial Average ETF Trust | $20,947,494 | $501,628 ▲ | 2.5% | 45,225 | 0.5% | Finance |
JNJ Johnson & Johnson | $20,732,312 | $3,325,021 ▲ | 19.1% | 84,818 | 0.4% | Medical |
ICF iShares Select U.S. REIT ETF | $20,653,971 | $284,508 ▲ | 1.4% | 333,721 | 0.4% | ETF |
RTX RTX | $20,576,650 | $3,124,595 ▲ | 17.9% | 106,670 | 0.4% | Aerospace |
GOOGL Alphabet | $19,693,258 | $1,739,450 ▲ | 9.7% | 68,484 | 0.4% | Computer and Technology |
NVDA NVIDIA | $19,277,675 | $539,594 ▲ | 2.9% | 110,537 | 0.4% | Computer and Technology |
MUB iShares National Muni Bond ETF | $18,756,974 | $4,621,494 ▲ | 32.7% | 176,705 | 0.4% | ETF |
VFC V.F. | $16,712,931 | $23,293 ▼ | -0.1% | 983,692 | 0.4% | Consumer Discretionary |
XOM ExxonMobil | $16,640,731 | $2,464,960 ▲ | 17.4% | 98,084 | 0.4% | Energy |
IWO iShares Russell 2000 Growth ETF | $16,487,413 | $22,595 ▼ | -0.1% | 52,539 | 0.4% | ETF |
CVX Chevron | $15,680,177 | $600,840 ▲ | 4.0% | 75,786 | 0.3% | Energy |
IJH iShares Core S&P Mid-Cap ETF | $15,250,696 | $3,098,680 ▲ | 25.5% | 225,836 | 0.3% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $15,169,886 | $3,118,249 ▲ | 25.9% | 217,489 | 0.3% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $14,978,773 | $1,171,861 ▲ | 8.5% | 199,451 | 0.3% | ETF |
TAP Molson Coors Beverage | $14,015,861 | $470,086 ▲ | 3.5% | 325,496 | 0.3% | Consumer Staples |
KO CocaCola | $13,816,198 | $3,927,745 ▲ | 39.7% | 181,673 | 0.3% | Consumer Staples |
BRK.B Berkshire Hathaway | $13,051,995 | $2,944,690 ▲ | 29.1% | 27,237 | 0.3% | Finance |
TSM Taiwan Semiconductor Manufacturing | $12,848,863 | $3,307,856 ▲ | 34.7% | 38,020 | 0.3% | Computer and Technology |
SHV iShares Short Treasury Bond ETF | $12,800,054 | $2,605,646 ▲ | 25.6% | 115,953 | 0.3% | ETF |
TJX TJX Companies | $12,586,278 | $3,568,018 ▲ | 39.6% | 78,812 | 0.3% | Retail/Wholesale |
PRINCIPAL FINANCIAL GROUP IN
| $12,440,207 | $257,804 ▲ | 2.1% | 138,056 | 0.3% | COM |
CWB SPDR Bloomberg Convertible Securities ETF | $12,256,908 | $673,496 ▲ | 5.8% | 133,926 | 0.3% | ETF |
VCLT Vanguard Long-Term Corporate Bond ETF | $11,538,263 | $986,453 ▼ | -7.9% | 154,420 | 0.3% | Manufacturing |
IEF iShares 7-10 Year Treasury Bond ETF | $11,392,004 | $5,067,386 ▲ | 80.1% | 119,363 | 0.2% | ETF |
VYM Vanguard High Dividend Yield ETF | $11,322,109 | $384,912 ▲ | 3.5% | 76,449 | 0.2% | ETF |
MRK Merck & Co., Inc. | $11,199,519 | $313,357 ▲ | 2.9% | 93,104 | 0.2% | Medical |
IEI iShares 3-7 Year Treasury Bond ETF | $10,989,832 | $5,224,211 ▲ | 90.6% | 92,663 | 0.2% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $10,795,746 | $1,030,319 ▼ | -8.7% | 216,131 | 0.2% | Manufacturing |
LLY Eli Lilly and Company | $10,711,645 | $103,014 ▲ | 1.0% | 11,646 | 0.2% | Medical |
WALMART INC
| $10,573,122 | $1,913,291 ▲ | 22.1% | 85,075 | 0.2% | COM |
XLF Financial Select Sector SPDR Fund | $10,418,957 | $2,795,530 ▲ | 36.7% | 211,038 | 0.2% | ETF |
AXP American Express | $9,857,522 | $2,171,068 ▲ | 28.2% | 32,591 | 0.2% | Finance |
ESGV Vanguard ESG U.S. Stock ETF | $9,797,357 | $581,559 ▲ | 6.3% | 87,266 | 0.2% | ETF |
C Citigroup | $9,447,736 | $191,663 ▼ | -2.0% | 83,306 | 0.2% | Financial Services |
SCHW Charles Schwab | $9,414,538 | $390,573 ▲ | 4.3% | 100,178 | 0.2% | Finance |
KTB Kontoor Brands | $9,270,273 | $2,162,895 ▼ | -18.9% | 131,886 | 0.2% | Consumer Discretionary |
PFF iShares Preferred and Income Securities ETF | $9,066,289 | $15,645 ▼ | -0.2% | 299,020 | 0.2% | ETF |
GILD Gilead Sciences | $9,060,445 | $218,532 ▲ | 2.5% | 65,010 | 0.2% | Medical |
VZ Verizon Communications | $8,725,561 | $282,425 ▲ | 3.3% | 173,816 | 0.2% | Computer and Technology |
MDY SPDR S&P MidCap 400 ETF Trust | $8,519,923 | $3,305,834 ▲ | 63.4% | 13,814 | 0.2% | ETF |
PG Procter & Gamble | $8,430,674 | $1,230,442 ▲ | 17.1% | 58,370 | 0.2% | Consumer Staples |
GPK Graphic Packaging | $8,378,953 | | 0.0% | 842,953 | 0.2% | Industrials |
CVS CVS Health | $8,297,872 | $472,863 ▲ | 6.0% | 115,537 | 0.2% | Medical |
BNDX Vanguard Total International Bond ETF | $8,246,918 | $329,959 ▼ | -3.8% | 171,632 | 0.2% | ETF |
TXN Texas Instruments | $8,226,564 | $3,811,003 ▲ | 86.3% | 42,374 | 0.2% | Computer and Technology |
EZU iShares MSCI Eurozone ETF | $8,166,589 | $50,112 ▼ | -0.6% | 130,373 | 0.2% | ETF |
VTWV Vanguard Russell 2000 Value ETF | $8,151,814 | $675,904 ▲ | 9.0% | 48,749 | 0.2% | ETF |
GVI iShares Intermediate Government/Credit Bond ETF | $7,796,811 | $803,087 ▲ | 11.5% | 73,086 | 0.2% | ETF |
META Meta Platforms | $7,742,065 | $758,072 ▲ | 10.9% | 13,532 | 0.2% | Computer and Technology |
VTWG Vanguard Russell 2000 Growth ETF | $7,716,286 | $3,221,647 ▲ | 71.7% | 33,690 | 0.2% | ETF |
HRL Hormel Foods | $7,654,158 | $331,754 ▼ | -4.2% | 337,932 | 0.2% | Consumer Staples |
CE Celanese | $7,560,136 | $121,280 ▲ | 1.6% | 114,948 | 0.2% | Basic Materials |
ORCL Oracle | $7,538,993 | $1,684,714 ▲ | 28.8% | 51,247 | 0.2% | Computer and Technology |
ECL Ecolab | $7,321,668 | $190,736 ▼ | -2.5% | 27,523 | 0.2% | Basic Materials |
VONG Vanguard Russell 1000 Growth ETF | $7,047,090 | $1,350,075 ▲ | 23.7% | 64,245 | 0.2% | ETF |
IYE iShares U.S. Energy ETF | $6,953,580 | $107,130 ▲ | 1.6% | 107,358 | 0.2% | ETF |
PEP PepsiCo | $6,782,762 | $1,181,758 ▲ | 21.1% | 43,678 | 0.1% | Consumer Staples |
LHX L3Harris Technologies | $6,575,453 | $800,748 ▼ | -10.9% | 19,051 | 0.1% | Aerospace |
AVGO Broadcom | $6,552,429 | $546,603 ▲ | 9.1% | 21,170 | 0.1% | Computer and Technology |
