DUHP Dimensional US High Profitability ETF | $98,256,340 | $4,250,201 â–¼ | -4.1% | 2,354,573 | 4.9% | ETF |
DIHP Dimensional International High Profitability ETF | $77,211,222 | $4,577,084 â–¼ | -5.6% | 2,262,600 | 3.8% | ETF |
CAPITAL GROUP CORE BALANCED
| $64,089,966 | $8,328,349 â–¼ | -11.5% | 1,688,355 | 3.2% | SHS |
CGGR Capital Group Growth ETF | $63,254,174 | $5,344,078 â–¼ | -7.8% | 1,340,131 | 3.1% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $61,967,341 | $3,988,066 â–¼ | -6.0% | 605,741 | 3.1% | Manufacturing |
VANGUARD MUN BD FDS
| $43,678,415 | $4,538,848 â–¼ | -9.4% | 571,707 | 2.2% | CORE TAX EXEMPT |
TDIV First Trust NASDAQ Technology Dividend Index Fund | $43,627,736 | $1,049,773 â–¼ | -2.3% | 379,768 | 2.2% | Manufacturing |
COWZ Pacer US Cash Cows 100 ETF | $41,723,814 | $2,885,022 â–¼ | -6.5% | 670,801 | 2.1% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $38,433,536 | $1,133,741 â–¼ | -2.9% | 421,374 | 1.9% | ETF |
CGXU Capital Group International Focus Equity ETF | $36,311,509 | $7,720,470 â–¼ | -17.5% | 1,048,859 | 1.8% | ETF |
PYLD PIMCO Multi Sector Bond Active ETF | $35,409,150 | $4,011,679 â–² | 12.8% | 1,335,187 | 1.7% | ETF |
USFR WisdomTree Floating Rate Treasury Fund | $34,069,734 | $33,076,177 â–² | 3,329.1% | 676,658 | 1.7% | Finance |
AAPL Apple | $28,133,870 | $93,753 â–¼ | -0.3% | 97,228 | 1.4% | Computer and Technology |
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $26,737,152 | $1,411,276 â–² | 5.6% | 139,438 | 1.3% | ETF |
IGN iShares U.S. Digital Infrastructure and Real Estate ETF | $26,107,168 | $910,982 â–² | 3.6% | 218,032 | 1.3% | ETF |
JGRO JPMorgan Active Growth ETF | $25,456,446 | $6,743,757 â–¼ | -20.9% | 258,205 | 1.3% | ETF |
SIMPLIFY EXCHANGE TRADED FUN
| $23,804,777 | $1,069,431 â–² | 4.7% | 485,119 | 1.2% | MBS ETF |
SPY SPDR S&P 500 ETF Trust | $23,682,541 | $744,537 â–¼ | -3.0% | 31,713 | 1.2% | Finance |
CGMU Capital Group Municipal Income ETF | $22,984,918 | $1,906,940 â–¼ | -7.7% | 836,728 | 1.1% | ETF |
AMLP Alerian MLP ETF | $22,177,229 | $894,464 â–² | 4.2% | 427,719 | 1.1% | ETF |
TOLZ DJ Brookfield Global Infrastructure ETF | $22,084,263 | $823,498 â–¼ | -3.6% | 372,604 | 1.1% | ETF |
NVDA NVIDIA | $22,052,827 | $1,681,949 â–² | 8.3% | 110,215 | 1.1% | Computer and Technology |
CAPITAL GRP FIXED INCM ETF T
| $21,181,697 | $2,589,808 â–² | 13.9% | 819,408 | 1.0% | MUN HIGH ETF |
CAPITAL GRP FIXED INCM ETF T
| $20,148,976 | $4,777,303 â–¼ | -19.2% | 769,632 | 1.0% | CORE BOND ETF |
MSFT Microsoft | $19,993,453 | $693,816 â–¼ | -3.4% | 53,599 | 1.0% | Computer and Technology |
HARBOR ETF TRUST
| $19,419,862 | $1,146,490 â–² | 6.3% | 661,890 | 1.0% | COMM ALL WEA ETF |
TCAF T. Rowe Price Capital Appreciation Equity ETF | $18,562,898 | $2,237,525 â–¼ | -10.8% | 451,652 | 0.9% | ETF |
CGCP Capital Group Core Plus Income ETF | $18,508,745 | $2,894,802 â–¼ | -13.5% | 830,361 | 0.9% | ETF |
UTES Virtus Reaves Utilities ETF | $18,308,342 | $715,142 â–² | 4.1% | 223,983 | 0.9% | ETF |
REZ iShares Residential and Multisector Real Estate ETF | $18,059,442 | $1,528,563 â–¼ | -7.8% | 190,724 | 0.9% | ETF |
VIG Vanguard Dividend Appreciation ETF | $16,240,785 | $5,455,476 â–¼ | -25.1% | 68,637 | 0.8% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $15,820,336 | $2,397,779 â–² | 17.9% | 312,840 | 0.8% | ETF |
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF | $15,484,065 | $3,564,656 â–¼ | -18.7% | 257,360 | 0.8% | ETF |
AMZN Amazon.com | $14,679,625 | $930,481 â–² | 6.8% | 61,591 | 0.7% | Retail/Wholesale |
VTEB Vanguard Tax-Exempt Bond ETF | $14,560,334 | $933,910 â–¼ | -6.0% | 287,867 | 0.7% | ETF |
FHLC Fidelity MSCI Health Care Index ETF | $14,424,947 | $40,402 â–² | 0.3% | 186,731 | 0.7% | ETF |
GOOGL Alphabet | $13,869,998 | $15,367 â–¼ | -0.1% | 38,811 | 0.7% | Computer and Technology |
TEQI T. Rowe Price Equity Income ETF | $13,805,365 | $6,431,303 â–¼ | -31.8% | 274,025 | 0.7% | ETF |
IVV iShares Core S&P 500 ETF | $12,211,403 | $880,695 â–² | 7.8% | 16,306 | 0.6% | ETF |
IGF iShares Global Infrastructure ETF | $12,182,137 | $2,856,407 â–² | 30.6% | 182,915 | 0.6% | Manufacturing |
QQQ Invesco QQQ | $11,974,334 | $435,203 â–² | 3.8% | 16,261 | 0.6% | Finance |
AVGO Broadcom | $11,885,037 | $227,403 â–² | 2.0% | 31,463 | 0.6% | Computer and Technology |
FNDF Schwab Fundamental International Equity ETF | $11,763,530 | $3,868,100 â–² | 49.0% | 222,963 | 0.6% | ETF |
MU Micron Technology | $11,597,856 | $467,469 â–² | 4.2% | 10,048 | 0.6% | Computer and Technology |
SCHX Schwab US Large-Cap ETF | $10,925,207 | $9,425,278 â–² | 628.4% | 371,227 | 0.5% | ETF |
DGRO iShares Core Dividend Growth ETF | $10,543,096 | $630,574 â–² | 6.4% | 139,109 | 0.5% | ETF |
GOOG Alphabet | $10,473,825 | $251,219 â–² | 2.5% | 29,643 | 0.5% | Computer and Technology |
DBND DoubleLine Opportunistic Bond ETF | $10,290,348 | $229,776 â–¼ | -2.2% | 225,713 | 0.5% | ETF |
BRK.B Berkshire Hathaway | $10,201,181 | $410,329 â–² | 4.2% | 20,386 | 0.5% | Finance |
MCD McDonald's | $10,145,780 | $1,970,283 â–¼ | -16.3% | 37,534 | 0.5% | Retail/Wholesale |
TSM Taiwan Semiconductor Manufacturing | $9,765,829 | $412,620 â–² | 4.4% | 20,449 | 0.5% | Computer and Technology |
XC WisdomTree Emerging Markets ex-China Fund | $9,422,921 | $774,671 â–¼ | -7.6% | 297,246 | 0.5% | ETF |
CSCO Cisco Systems | $9,274,029 | $172,901 â–² | 1.9% | 78,955 | 0.5% | Computer and Technology |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $9,241,314 | $330,151 â–² | 3.7% | 91,671 | 0.5% | ETF |
JQUA JPMorgan U.S. Quality Factor ETF | $9,042,305 | $7,968,440 â–² | 742.0% | 125,101 | 0.4% | ETF |
XCEM Columbia EM Core ex-China ETF | $9,019,001 | $7,909,632 â–² | 713.0% | 170,556 | 0.4% | ETF |
IWF iShares Russell 1000 Growth ETF | $8,505,928 | $6,941,007 â–² | 443.5% | 68,502 | 0.4% | ETF |
LLY Eli Lilly and Company | $8,458,616 | $170,324 â–² | 2.1% | 7,052 | 0.4% | Medical |
IWD iShares Russell 1000 Value ETF | $8,444,293 | $1,718,580 â–² | 25.6% | 34,832 | 0.4% | ETF |
JPM JPMorgan Chase & Co. | $8,290,858 | $30,114 â–¼ | -0.4% | 25,329 | 0.4% | Finance |
SOXX iShares Semiconductor ETF | $8,181,204 | $49,979 â–¼ | -0.6% | 12,768 | 0.4% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $7,901,299 | $427,383 â–² | 5.7% | 139,896 | 0.4% | ETF |
AVSC Avantis U.S. Small Cap Equity ETF | $7,619,733 | $2,360,008 â–¼ | -23.6% | 103,896 | 0.4% | ETF |
CAPITAL GROUP NEW GEOGRAPHY
| $7,456,750 | $804,266 â–¼ | -9.7% | 199,059 | 0.4% | SHS |
IJH iShares Core S&P Mid-Cap ETF | $6,960,151 | $866,096 â–² | 14.2% | 90,263 | 0.3% | ETF |
SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $6,788,282 | $147,452 â–¼ | -2.1% | 157,355 | 0.3% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $6,672,940 | $361,122 â–¼ | -5.1% | 21,786 | 0.3% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $6,672,517 | $5,501 â–¼ | -0.1% | 150,417 | 0.3% | ETF |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | $6,451,628 | $5,596,981 â–² | 654.9% | 125,787 | 0.3% | Manufacturing |
IEFA iShares Core MSCI EAFE ETF | $6,410,681 | $187,751 â–¼ | -2.8% | 66,377 | 0.3% | ETF |
VOO Vanguard S&P 500 ETF | $6,357,845 | $1,142,173 â–¼ | -15.2% | 9,257 | 0.3% | ETF |
VNQ Vanguard Real Estate ETF | $5,971,449 | $138,281 â–¼ | -2.3% | 61,925 | 0.3% | ETF |
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF | $5,905,791 | $94,042 â–² | 1.6% | 183,752 | 0.3% | ETF |
GLW Corning | $5,732,872 | $47,765 â–² | 0.8% | 22,444 | 0.3% | Computer and Technology |
JNJ Johnson & Johnson | $5,524,956 | $14,223 â–² | 0.3% | 21,754 | 0.3% | Medical |
TOTL SPDR Doubleline Total Return Tactical ETF | $5,442,681 | $4,651,701 â–² | 588.1% | 137,894 | 0.3% | ETF |
HD Home Depot | $5,440,846 | $539,958 â–² | 11.0% | 15,427 | 0.3% | Retail/Wholesale |
RSP Invesco S&P 500 Equal Weight ETF | $5,430,426 | $1,853,617 â–² | 51.8% | 25,523 | 0.3% | ETF |
META Meta Platforms | $5,357,172 | $16,335 â–² | 0.3% | 9,511 | 0.3% | Computer and Technology |
COST Costco Wholesale | $5,354,465 | $84,190 â–¼ | -1.5% | 5,724 | 0.3% | Retail/Wholesale |
PROFESIONALLY MANAGED PORTFO
| $5,257,619 | $7,844,621 â–¼ | -59.9% | 98,846 | 0.3% | AKRE FOCUS ETF |
AVUV Avantis U.S. Small Cap Value ETF | $5,186,476 | $73,483 â–¼ | -1.4% | 41,572 | 0.3% | ETF |
CGDV Capital Group Dividend Value ETF | $4,978,891 | $2,697,530 â–¼ | -35.1% | 101,033 | 0.2% | ETF |
XOM ExxonMobil | $4,917,377 | $104,590 â–¼ | -2.1% | 35,967 | 0.2% | Energy |
V Visa | $4,888,835 | $571,262 â–² | 13.2% | 14,249 | 0.2% | Business Services |
TSLA Tesla | $4,856,158 | $461,810 â–¼ | -8.7% | 11,546 | 0.2% | Auto/Tires/Trucks |
WALMART INC
| $4,811,248 | $177,024 â–¼ | -3.5% | 42,480 | 0.2% | COM |
CAPITAL GROUP EQUITY ETF TR
| $4,736,272 | $2,897,502 â–² | 157.6% | 143,654 | 0.2% | US SM MI CA ETF |
AMAT Applied Materials | $4,680,665 | $417,891 â–² | 9.8% | 6,474 | 0.2% | Computer and Technology |
MRK Merck & Co., Inc. | $4,607,468 | $16,062 â–² | 0.3% | 35,856 | 0.2% | Medical |
CAPITAL GROUP GLOBAL EQUITY
| $4,533,450 | $28,368 â–¼ | -0.6% | 128,645 | 0.2% | SHS |
BRK.A Berkshire Hathaway | $4,493,100 | | 0.0% | 6 | 0.2% | Finance |
JIRE JPMorgan International Research Enhanced Equity ETF | $4,486,301 | $3,832,980 â–² | 586.7% | 54,386 | 0.2% | ETF |
VTI Vanguard Total Stock Market ETF | $4,458,726 | $70,679 â–¼ | -1.6% | 12,049 | 0.2% | ETF |
CVX Chevron | $4,383,028 | $24,698 â–¼ | -0.6% | 26,442 | 0.2% | Energy |
TUA Simplify Short Term Treasury Futures Strategy ETF | $4,302,624 | $459,011 â–¼ | -9.6% | 210,655 | 0.2% | ETF |
BMY Bristol Myers Squibb | $3,970,719 | $89,945 â–¼ | -2.2% | 68,912 | 0.2% | Medical |
KO CocaCola | $3,930,323 | $113,535 â–² | 3.0% | 48,361 | 0.2% | Consumer Staples |
ASML ASML | $3,926,936 | $411,791 â–² | 11.7% | 1,974 | 0.2% | Computer and Technology |
FTSM First Trust Enhanced Short Maturity ETF | $3,729,854 | $8,243 â–¼ | -0.2% | 62,445 | 0.2% | Manufacturing |
