IWB iShares Russell 1000 ETF | $117,720,883 | $563,687 ▲ | 0.5% | 346,676 | 15.1% | ETF |
PRF Invesco RAFI US 1000 ETF | $96,063,405 | $1,883,551 ▲ | 2.0% | 2,272,614 | 12.3% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $89,285,978 | $1,310,489 ▲ | 1.5% | 1,566,146 | 11.4% | ETF |
TFLO iShares Treasury Floating Rate Bond ETF | $68,407,169 | $4,096,976 ▼ | -5.7% | 1,350,586 | 8.8% | ETF |
BSV Vanguard Short-Term Bond ETF | $47,679,561 | $449,062 ▲ | 1.0% | 605,839 | 6.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $39,593,845 | $404,239 ▲ | 1.0% | 399,132 | 5.1% | Finance |
PRFZ Invesco RAFI US 1500 Small-Mid ETF | $36,559,360 | $566,736 ▲ | 1.6% | 898,927 | 4.7% | Manufacturing |
TIP iShares TIPS Bond ETF | $34,600,209 | $677,516 ▲ | 2.0% | 314,433 | 4.4% | ETF |
EFA iShares MSCI EAFE ETF | $31,479,872 | $34,683 ▼ | -0.1% | 352,163 | 4.0% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $26,639,370 | $200,214 ▼ | -0.7% | 538,604 | 3.4% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $20,740,271 | $566,501 ▲ | 2.8% | 409,240 | 2.7% | ETF |
VONE Vanguard Russell 1000 ETF | $18,874,469 | $1,430,990 ▲ | 8.2% | 67,202 | 2.4% | ETF |
BND Vanguard Total Bond Market ETF | $15,677,173 | $820,239 ▲ | 5.5% | 212,918 | 2.0% | ETF |
IWM iShares Russell 2000 ETF | $11,759,498 | $295,201 ▲ | 2.6% | 54,495 | 1.5% | Finance |
IEFA iShares Core MSCI EAFE ETF | $11,137,978 | $24,293 ▼ | -0.2% | 133,421 | 1.4% | ETF |
IWF iShares Russell 1000 Growth ETF | $10,758,140 | $3,821 ▼ | 0.0% | 25,338 | 1.4% | ETF |
EEM iShares MSCI Emerging Markets ETF | $7,611,466 | $146,312 ▼ | -1.9% | 157,783 | 1.0% | Finance |
IWD iShares Russell 1000 Value ETF | $7,546,573 | $109,157 ▼ | -1.4% | 38,854 | 1.0% | ETF |
VT Vanguard Total World Stock ETF | $5,487,736 | $259,099 ▲ | 5.0% | 42,699 | 0.7% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $5,328,479 | $140,470 ▼ | -2.6% | 88,764 | 0.7% | ETF |
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund | $4,804,472 | $68,877 ▲ | 1.5% | 89,286 | 0.6% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $4,444,253 | $695,997 ▼ | -13.5% | 58,446 | 0.6% | ETF |
AAPL Apple | $4,396,600 | $760,157 ▼ | -14.7% | 21,429 | 0.6% | Computer and Technology |
MSFT Microsoft | $4,270,313 | $5,472 ▲ | 0.1% | 8,585 | 0.5% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $3,169,187 | $259,869 ▲ | 8.9% | 10,427 | 0.4% | ETF |
BRK.B Berkshire Hathaway | $2,759,098 | $486 ▼ | 0.0% | 5,680 | 0.4% | Finance |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $2,509,130 | $40,568 ▼ | -1.6% | 49,913 | 0.3% | Manufacturing |
CADE Cadence Bank | $2,299,906 | | 0.0% | 71,917 | 0.3% | Finance |
VTWO Vanguard Russell 2000 ETF | $2,229,321 | $557,156 ▲ | 33.3% | 25,560 | 0.3% | ETF |
CSCO Cisco Systems | $2,160,389 | $92,482 ▼ | -4.1% | 31,139 | 0.3% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $1,956,532 | $75,988 ▼ | -3.7% | 3,167 | 0.3% | Finance |
VTV Vanguard Value ETF | $1,919,923 | $141,038 ▲ | 7.9% | 10,863 | 0.2% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $1,824,913 | $1,386,348 ▲ | 316.1% | 28,903 | 0.2% | Manufacturing |
COST Costco Wholesale | $1,807,295 | $3,959 ▲ | 0.2% | 1,826 | 0.2% | Retail/Wholesale |
IVV iShares Core S&P 500 ETF | $1,624,424 | | 0.0% | 2,616 | 0.2% | ETF |
VONV Vanguard Russell 1000 Value ETF | $1,537,224 | $119,638 ▲ | 8.4% | 18,040 | 0.2% | ETF |
VBR Vanguard Small-Cap Value ETF | $1,246,854 | $63,181 ▲ | 5.3% | 6,394 | 0.2% | ETF |
ESGV Vanguard ESG U.S. Stock ETF | $1,224,496 | $198,016 ▼ | -13.9% | 11,168 | 0.2% | ETF |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $1,204,276 | $48,255 ▼ | -3.9% | 11,979 | 0.2% | ETF |
IVW iShares S&P 500 Growth ETF | $970,091 | | 0.0% | 8,811 | 0.1% | ETF |
HD Home Depot | $953,041 | $733 ▲ | 0.1% | 2,599 | 0.1% | Retail/Wholesale |
MKC.V MCCORMICK & CO/SH SH | $854,024 | | 0.0% | 11,310 | 0.1% | Consumer Goods |
JPM JPMorgan Chase & Co. | $838,956 | | 0.0% | 2,894 | 0.1% | Finance |
STIP iShares 0-5 Year TIPS Bond ETF | $803,664 | $63,499 ▼ | -7.3% | 7,809 | 0.1% | ETF |
ASML ASML | $773,341 | $80,139 ▼ | -9.4% | 965 | 0.1% | Computer and Technology |
MS Morgan Stanley | $760,339 | $423 ▲ | 0.1% | 5,398 | 0.1% | Finance |
VOOV Vanguard S&P 500 Value ETF | $735,461 | $170,419 ▲ | 30.2% | 3,897 | 0.1% | ETF |
BRK.A Berkshire Hathaway | $728,800 | | 0.0% | 1 | 0.1% | Finance |
MSI Motorola Solutions | $684,088 | $27,330 ▲ | 4.2% | 1,627 | 0.1% | Computer and Technology |
XOM Exxon Mobil | $682,004 | $1,940 ▲ | 0.3% | 6,327 | 0.1% | Energy |
ALL Allstate | $680,428 | $11,072 ▼ | -1.6% | 3,380 | 0.1% | Finance |
ORCL Oracle | $669,008 | $437 ▲ | 0.1% | 3,060 | 0.1% | Computer and Technology |
COF Capital One Financial | $612,323 | $612,323 ▲ | New Holding | 2,878 | 0.1% | Finance |
GLD SPDR Gold Shares | $591,675 | | 0.0% | 1,941 | 0.1% | Finance |
GOOG Alphabet | $547,603 | $39,026 ▼ | -6.7% | 3,087 | 0.1% | Computer and Technology |
PG Procter & Gamble | $521,548 | $1,593 ▲ | 0.3% | 3,274 | 0.1% | Consumer Staples |
MCD McDonald's | $518,310 | | 0.0% | 1,774 | 0.1% | Retail/Wholesale |
VTHR Vanguard Russell 3000 ETF | $487,441 | $65,192 ▼ | -11.8% | 1,787 | 0.1% | ETF |
Vanguard 0-3 Month Treasury Bill ETF
| $473,245 | $473,245 ▲ | New Holding | 6,264 | 0.1% | ETF |
URTH iShares MSCI World ETF | $473,000 | $144,119 ▲ | 43.8% | 2,793 | 0.1% | ETF |
DUK Duke Energy | $452,017 | $1,298 ▲ | 0.3% | 3,831 | 0.1% | Utilities |
KO CocaCola | $444,720 | $6,438 ▲ | 1.5% | 6,286 | 0.1% | Consumer Staples |
AMZN Amazon.com | $434,831 | $109,695 ▲ | 33.7% | 1,982 | 0.1% | Retail/Wholesale |
JNJ Johnson & Johnson | $429,538 | $4,888 ▲ | 1.2% | 2,812 | 0.1% | Medical |
ABBV AbbVie | $423,817 | | 0.0% | 2,283 | 0.1% | Medical |
AVGO Broadcom | $414,853 | $1,378 ▲ | 0.3% | 1,505 | 0.1% | Computer and Technology |
IAU iShares Gold Trust | $402,783 | $25,505 ▼ | -6.0% | 6,459 | 0.1% | Finance |
APO Apollo Global Management | $397,236 | | 0.0% | 2,800 | 0.1% | Finance |
CAT Caterpillar | $394,810 | $1,165 ▼ | -0.3% | 1,017 | 0.1% | Industrials |
RTX RTX | $391,918 | | 0.0% | 2,684 | 0.1% | Aerospace |
BAC Bank of America | $389,274 | $237 ▲ | 0.1% | 8,226 | 0.0% | Finance |
JPMorgan Hedged Equity Laddered Overlay ETF
| $384,217 | $89,671 ▲ | 30.4% | 6,140 | 0.0% | ETF |
GE GE Aerospace | $384,040 | $1,802 ▲ | 0.5% | 1,492 | 0.0% | Aerospace |
AOA iShares Core 80/20 Aggressive Allocation ETF | $350,653 | $59,721 ▲ | 20.5% | 4,204 | 0.0% | ETF |
RSPT Invesco S&P 500 Equal Weight Technology ETF | $339,284 | $66,797 ▲ | 24.5% | 8,320 | 0.0% | ETF |
UNP Union Pacific | $339,103 | $460 ▲ | 0.1% | 1,474 | 0.0% | Transportation |
RJF Raymond James Financial | $334,807 | | 0.0% | 2,183 | 0.0% | Finance |
XLF Financial Select Sector SPDR Fund | $326,265 | | 0.0% | 6,230 | 0.0% | ETF |
DSI iShares ESG MSCI KLD 400 ETF | $322,409 | $232 ▲ | 0.1% | 2,776 | 0.0% | ETF |
IWO iShares Russell 2000 Growth ETF | $320,294 | | 0.0% | 1,120 | 0.0% | ETF |
IBM International Business Machines | $314,246 | | 0.0% | 1,066 | 0.0% | Computer and Technology |
DVY iShares Select Dividend ETF | $300,962 | $6,110 ▼ | -2.0% | 2,266 | 0.0% | ETF |
HON Honeywell International | $298,931 | $2,794 ▼ | -0.9% | 1,284 | 0.0% | Multi-Sector Conglomerates |
IWP iShares Russell Mid-Cap Growth ETF | $291,505 | | 0.0% | 2,102 | 0.0% | ETF |
TSM Taiwan Semiconductor Manufacturing | $287,869 | | 0.0% | 1,271 | 0.0% | Computer and Technology |
ITW Illinois Tool Works | $287,065 | $3,956 ▲ | 1.4% | 1,161 | 0.0% | Industrials |
IWR iShares Russell Mid-Cap ETF | $285,041 | | 0.0% | 3,099 | 0.0% | ETF |
GDX VanEck Gold Miners ETF | $284,558 | | 0.0% | 5,466 | 0.0% | ETF |
ENB Enbridge | $281,911 | $680 ▲ | 0.2% | 6,220 | 0.0% | Energy |
ABT Abbott Laboratories | $275,163 | | 0.0% | 2,023 | 0.0% | Medical |
VV Vanguard Large-Cap ETF | $267,897 | $58,772 ▼ | -18.0% | 939 | 0.0% | ETF |
GOOGL Alphabet | $264,349 | $90,936 ▼ | -25.6% | 1,500 | 0.0% | Computer and Technology |
VOT Vanguard Mid-Cap Growth ETF | $261,354 | | 0.0% | 919 | 0.0% | ETF |
LOW Lowe's Companies | $256,482 | | 0.0% | 1,156 | 0.0% | Retail/Wholesale |
XLE Energy Select Sector SPDR Fund | $256,465 | $13,315 ▲ | 5.5% | 3,024 | 0.0% | ETF |
NVDA NVIDIA | $255,808 | $255,808 ▲ | New Holding | 1,619 | 0.0% | Computer and Technology |
WMT Walmart | $255,206 | | 0.0% | 2,610 | 0.0% | Retail/Wholesale |
FMS Fresenius Medical Care AG & Co. KGaA | $252,845 | | 0.0% | 8,850 | 0.0% | Medical |
CVX Chevron | $251,298 | $2,864 ▲ | 1.2% | 1,755 | 0.0% | Energy |
IYH iShares U.S. Healthcare ETF | $249,585 | | 0.0% | 4,419 | 0.0% | ETF |
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