DUHP Dimensional US High Profitability ETF | $90,298,105 | $219,898 â–¼ | -0.2% | 2,456,423 | 4.9% | ETF |
DIHP Dimensional International High Profitability ETF | $77,222,529 | $1,168,490 â–² | 1.5% | 2,396,727 | 4.2% | ETF |
CAPITAL GROUP CORE BALANCED
| $65,645,775 | $3,350,914 â–² | 5.4% | 1,907,753 | 3.6% | SHS |
CGGR Capital Group Growth ETF | $58,410,246 | $6,507,965 â–² | 12.5% | 1,453,353 | 3.2% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $50,714,068 | $1,614,811 â–¼ | -3.1% | 644,725 | 2.8% | Manufacturing |
VANGUARD MUN BD FDS
| $47,428,367 | $3,919,298 â–² | 9.0% | 631,116 | 2.6% | CORE TAX EXEMPT |
COWZ Pacer US Cash Cows 100 ETF | $44,867,024 | $821,162 â–² | 1.9% | 717,184 | 2.5% | ETF |
CGXU Capital Group International Focus Equity ETF | $37,507,288 | $468,301 â–² | 1.3% | 1,271,865 | 2.0% | ETF |
TDIV First Trust NASDAQ Technology Dividend Index Fund | $36,424,905 | $1,151,642 â–² | 3.3% | 388,906 | 2.0% | Manufacturing |
AVLV Avantis U.S. Large Cap Value ETF | $34,968,940 | $3,120,332 â–² | 9.8% | 433,804 | 1.9% | ETF |
JAAA Janus Henderson AAA CLO ETF | $33,271,911 | $2,153,771 â–² | 6.9% | 660,550 | 1.8% | ETF |
PYLD PIMCO Multi Sector Bond Active ETF | $31,018,622 | $2,934,766 â–² | 10.5% | 1,183,917 | 1.7% | ETF |
JGRO JPMorgan Active Growth ETF | $27,604,837 | $1,130,540 â–² | 4.3% | 326,607 | 1.5% | ETF |
CAPITAL GRP FIXED INCM ETF T
| $25,002,444 | $461,310 â–¼ | -1.8% | 952,111 | 1.4% | CORE BOND ETF |
AAPL Apple | $24,757,597 | $541,078 â–² | 2.2% | 97,552 | 1.4% | Computer and Technology |
CGMU Capital Group Municipal Income ETF | $24,601,891 | $2,599,205 â–² | 11.8% | 906,147 | 1.3% | ETF |
TOLZ DJ Brookfield Global Infrastructure ETF | $23,182,172 | $886,745 â–¼ | -3.7% | 386,498 | 1.3% | ETF |
SIMPLIFY EXCHANGE TRADED FUN
| $22,916,056 | $789,085 â–² | 3.6% | 463,325 | 1.3% | MBS ETF |
AMLP Alerian MLP ETF | $21,607,032 | $1,206,930 â–² | 5.9% | 410,468 | 1.2% | ETF |
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $21,605,351 | $3,762,673 â–² | 21.1% | 132,078 | 1.2% | ETF |
CGCP Capital Group Core Plus Income ETF | $21,451,557 | $899,252 â–² | 4.4% | 960,231 | 1.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $21,272,681 | $783,662 â–¼ | -3.6% | 32,710 | 1.2% | Finance |
IGN iShares U.S. Digital Infrastructure and Real Estate ETF | $20,577,405 | $3,807,461 â–² | 22.7% | 210,424 | 1.1% | ETF |
MSFT Microsoft | $20,529,307 | $6,938,853 â–² | 51.1% | 55,459 | 1.1% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $19,719,446 | $19,428,686 â–² | 6,682.0% | 91,693 | 1.1% | ETF |
HARBOR ETF TRUST
| $19,313,460 | $754,597 â–² | 4.1% | 622,814 | 1.1% | HARBOR COMMODITY |
CAPITAL GRP FIXED INCM ETF T
| $18,210,701 | $1,891,632 â–² | 11.6% | 719,222 | 1.0% | MUNICIPAL HIGH I |
TEQI T. Rowe Price Equity Income ETF | $18,082,300 | $425,677 â–² | 2.4% | 401,681 | 1.0% | ETF |
TCAF T. Rowe Price Capital Appreciation Equity ETF | $18,011,851 | $1,108,735 â–² | 6.6% | 506,093 | 1.0% | ETF |
NVDA NVIDIA | $17,755,472 | $2,205,635 â–² | 14.2% | 101,809 | 1.0% | Computer and Technology |
REZ iShares Residential and Multisector Real Estate ETF | $17,213,408 | $1,768,296 â–² | 11.4% | 206,867 | 0.9% | ETF |
UTES Virtus Reaves Utilities ETF | $17,197,196 | $1,313,476 â–² | 8.3% | 215,234 | 0.9% | ETF |
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF | $16,599,757 | $328,736 â–² | 2.0% | 316,608 | 0.9% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $15,282,836 | $6,280,445 â–² | 69.8% | 306,331 | 0.8% | ETF |
MCD McDonald's | $13,930,436 | $12,779,900 â–² | 1,110.8% | 44,823 | 0.8% | Retail/Wholesale |
JPST JPMorgan Ultra-Short Income ETF | $13,433,136 | $6,459,950 â–² | 92.6% | 265,425 | 0.7% | ETF |
FHLC Fidelity MSCI Health Care Index ETF | $13,101,579 | $3,382,483 â–² | 34.8% | 186,208 | 0.7% | ETF |
PROFESIONALLY MANAGED PORTFO
| $13,018,488 | $11,694,754 â–¼ | -47.3% | 246,329 | 0.7% | AKRE FOCUS ETF |
AMZN Amazon.com | $12,014,386 | $524,004 â–² | 4.6% | 57,687 | 0.7% | Retail/Wholesale |
GOOGL Alphabet | $11,172,978 | $316,319 â–² | 2.9% | 38,854 | 0.6% | Computer and Technology |
DBND DoubleLine Opportunistic Bond ETF | $10,570,778 | $418,474 â–² | 4.1% | 230,753 | 0.6% | ETF |
XC WisdomTree Emerging Markets ex-China Fund | $10,036,517 | $781,217 â–² | 8.4% | 321,683 | 0.5% | ETF |
IVV iShares Core S&P 500 ETF | $9,882,839 | $1,535,661 â–² | 18.4% | 15,130 | 0.5% | ETF |
AVGO Broadcom | $9,551,676 | $1,222,241 â–² | 14.7% | 30,861 | 0.5% | Computer and Technology |
IGF iShares Global Infrastructure ETF | $9,381,762 | $1,943,004 â–² | 26.1% | 140,026 | 0.5% | Manufacturing |
BRK.B Berkshire Hathaway | $9,376,248 | $358,450 â–¼ | -3.7% | 19,566 | 0.5% | Finance |
DGRO iShares Core Dividend Growth ETF | $9,178,768 | $453,292 â–² | 5.2% | 130,789 | 0.5% | ETF |
QQQ Invesco QQQ | $9,044,423 | $369,396 â–² | 4.3% | 15,670 | 0.5% | Finance |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $8,890,021 | $3,540,782 â–² | 66.2% | 88,396 | 0.5% | ETF |
AVSC Avantis U.S. Small Cap Equity ETF | $8,477,473 | $399,405 â–² | 4.9% | 136,075 | 0.5% | ETF |
GOOG Alphabet | $8,299,344 | $59,666 â–² | 0.7% | 28,932 | 0.5% | Computer and Technology |
JEPI JPMorgan Equity Premium Income ETF | $7,500,397 | $460,524 â–² | 6.5% | 132,329 | 0.4% | ETF |
JPM JPMorgan Chase & Co. | $7,477,829 | $84,718 â–¼ | -1.1% | 25,421 | 0.4% | Finance |
FNDF Schwab Fundamental International Equity ETF | $7,322,257 | $3,085,469 â–² | 72.8% | 149,648 | 0.4% | ETF |
CAPITAL GROUP NEW GEOGRAPHY
| $6,962,101 | $1,082,693 â–² | 18.4% | 220,529 | 0.4% | SHS |
CGDV Capital Group Dividend Value ETF | $6,626,529 | $267,321 â–² | 4.2% | 155,772 | 0.4% | ETF |
TSM Taiwan Semiconductor Manufacturing | $6,618,796 | $946,942 â–² | 16.7% | 19,585 | 0.4% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $6,525,242 | $733,791 â–² | 12.7% | 10,920 | 0.4% | ETF |
LLY Eli Lilly and Company | $6,355,299 | $2,890,695 â–² | 83.4% | 6,910 | 0.3% | Medical |
SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $6,339,279 | $227,708 â–¼ | -3.5% | 160,773 | 0.3% | ETF |
XOM ExxonMobil | $6,231,954 | $24,431 â–¼ | -0.4% | 36,732 | 0.3% | Energy |
IEFA iShares Core MSCI EAFE ETF | $6,185,105 | $254,118 â–¼ | -3.9% | 68,321 | 0.3% | ETF |
CSCO Cisco Systems | $6,011,907 | $72,779 â–¼ | -1.2% | 77,483 | 0.3% | Computer and Technology |
IWD iShares Russell 1000 Value ETF | $5,927,831 | $369,007 â–² | 6.6% | 27,743 | 0.3% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $5,910,059 | $480,988 â–¼ | -7.5% | 22,965 | 0.3% | ETF |
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF | $5,860,564 | $300,667 â–² | 5.4% | 180,826 | 0.3% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $5,850,016 | $429,053 â–² | 7.9% | 150,541 | 0.3% | ETF |
COST Costco Wholesale | $5,792,842 | $445,373 â–² | 8.3% | 5,814 | 0.3% | Retail/Wholesale |
VNQ Vanguard Real Estate ETF | $5,619,901 | $682,985 â–¼ | -10.8% | 63,359 | 0.3% | ETF |
CVX Chevron | $5,501,760 | $3,428,384 â–² | 165.4% | 26,591 | 0.3% | Energy |
WALMART INC
| $5,473,657 | $1,374,411 â–² | 33.5% | 44,043 | 0.3% | COM |
META Meta Platforms | $5,424,931 | $61,218 â–² | 1.1% | 9,482 | 0.3% | Computer and Technology |
IWF iShares Russell 1000 Growth ETF | $5,373,707 | $265,637 â–² | 5.2% | 12,603 | 0.3% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $5,336,988 | $328,467 â–¼ | -5.8% | 79,031 | 0.3% | ETF |
JNJ Johnson & Johnson | $5,303,810 | $1,593,001 â–² | 42.9% | 21,698 | 0.3% | Medical |
TUA Simplify Short Term Treasury Futures Strategy ETF | $4,919,009 | $1,318,900 â–¼ | -21.1% | 233,128 | 0.3% | ETF |
TSLA Tesla | $4,700,234 | $86,243 â–² | 1.9% | 12,644 | 0.3% | Auto/Tires/Trucks |
AVUV Avantis U.S. Small Cap Value ETF | $4,657,524 | $137,977 â–² | 3.1% | 42,161 | 0.3% | ETF |
HD Home Depot | $4,570,307 | $640,685 â–² | 16.3% | 13,896 | 0.2% | Retail/Wholesale |
BRK.A Berkshire Hathaway | $4,308,840 | $718,140 â–¼ | -14.3% | 6 | 0.2% | Finance |
MRK Merck & Co., Inc. | $4,298,090 | $119,809 â–² | 2.9% | 35,731 | 0.2% | Medical |
BMY Bristol Myers Squibb | $4,274,174 | $1,141,369 â–² | 36.4% | 70,473 | 0.2% | Medical |
SOXX iShares Semiconductor ETF | $4,221,816 | $585,651 â–² | 16.1% | 12,846 | 0.2% | ETF |
CAPITAL GROUP GLOBAL EQUITY
| $3,948,225 | $2,440 â–² | 0.1% | 129,450 | 0.2% | SHS |
ISHARES BITCOIN TRUST ETF
| $3,943,813 | $1,900,061 â–² | 93.0% | 102,650 | 0.2% | SHS BEN INT |
VTI Vanguard Total Stock Market ETF | $3,926,586 | $407,095 â–¼ | -9.4% | 12,240 | 0.2% | ETF |
V Visa | $3,803,382 | $167,138 â–¼ | -4.2% | 12,584 | 0.2% | Business Services |
FTSM First Trust Enhanced Short Maturity ETF | $3,741,222 | $193,449 â–¼ | -4.9% | 62,583 | 0.2% | Manufacturing |
KO CocaCola | $3,571,585 | $605,429 â–² | 20.4% | 46,964 | 0.2% | Consumer Staples |
DFAR Dimensional US Real Estate ETF | $3,424,435 | $82,846 â–¼ | -2.4% | 144,796 | 0.2% | ETF |
VO Vanguard Mid-Cap ETF | $3,392,593 | $3,065,769 â–² | 938.0% | 11,813 | 0.2% | ETF |
MU Micron Technology | $3,257,857 | $668,599 â–² | 25.8% | 9,643 | 0.2% | Computer and Technology |
RSP Invesco S&P 500 Equal Weight ETF | $3,226,392 | $194,416 â–² | 6.4% | 16,811 | 0.2% | ETF |
PFF iShares Preferred and Income Securities ETF | $3,079,126 | $76,467 â–² | 2.5% | 101,554 | 0.2% | ETF |
GLW Corning | $3,026,284 | $306,884 â–² | 11.3% | 22,257 | 0.2% | Computer and Technology |
CGGO Capital Group Global Growth Equity ETF | $2,852,022 | $7,675 â–¼ | -0.3% | 85,467 | 0.2% | ETF |
GLD SPDR Gold Shares | $2,744,390 | $111,875 â–¼ | -3.9% | 6,378 | 0.1% | Finance |
BAC Bank of America | $2,732,968 | $55,087 â–¼ | -2.0% | 56,061 | 0.1% | Finance |
AVRE Avantis Real Estate ETF | $2,664,525 | $32,002 â–¼ | -1.2% | 60,530 | 0.1% | ETF |
EYLD Cambria Emerging Shareholder Yield ETF | $2,659,706 | $153,796 â–² | 6.1% | 64,229 | 0.1% | ETF |
