IYW iShares U.S. Technology ETF | $61,826,566 | $2,021,019 â–² | 3.4% | 246,172 | 9.1% | ETF |
VOO Vanguard S&P 500 ETF | $43,666,958 | $636,597 â–² | 1.5% | 63,587 | 6.4% | ETF |
IVV iShares Core S&P 500 ETF | $39,885,328 | $1,559,745 â–² | 4.1% | 53,317 | 5.9% | ETF |
QQQM Invesco NASDAQ 100 ETF | $27,068,249 | $2,437,394 â–¼ | -8.3% | 89,343 | 4.0% | ETF |
EEM iShares MSCI Emerging Markets ETF | $26,509,354 | $986,335 â–² | 3.9% | 387,507 | 3.9% | ETF |
RWL Invesco S&P 500 Revenue ETF | $25,728,437 | $405,638 â–² | 1.6% | 201,381 | 3.8% | ETF |
VGT Vanguard Information Technology ETF | $17,670,733 | $14,651,081 â–² | 485.2% | 147,000 | 2.6% | ETF |
AAPL Apple | $17,209,950 | $3,477,394 â–² | 25.3% | 61,151 | 2.5% | Technology |
IWR iShares Russell Mid-Cap ETF | $16,445,555 | $252,019 â–² | 1.6% | 149,304 | 2.4% | ETF |
IEFA iShares Core MSCI EAFE ETF | $12,381,363 | $357,346 â–² | 3.0% | 128,198 | 1.8% | ETF |
VHT Vanguard Health Care ETF | $12,187,895 | $261,167 â–² | 2.2% | 40,787 | 1.8% | ETF |
SPY SPDR S&P 500 ETF Trust | $11,644,385 | $381,599 â–² | 3.4% | 15,593 | 1.7% | ETF |
VYM Vanguard High Dividend Yield ETF | $11,501,423 | $5,215 â–¼ | 0.0% | 72,780 | 1.7% | ETF |
CMF iShares California Muni Bond ETF | $11,425,862 | $1,960 â–¼ | 0.0% | 198,228 | 1.7% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $11,348,301 | $129,364 â–² | 1.2% | 53,336 | 1.7% | ETF |
GOOG Alphabet | $10,279,184 | $2,447,096 â–² | 31.2% | 29,740 | 1.5% | Communication Services |
NVDA NVIDIA | $10,224,094 | $2,746,609 â–² | 36.7% | 52,680 | 1.5% | Technology |
XMMO Invesco S&P MidCap Momentum ETF | $10,079,434 | $137,984 â–² | 1.4% | 59,242 | 1.5% | ETF |
MSFT Microsoft | $9,678,174 | $1,936,807 â–² | 25.0% | 24,770 | 1.4% | Technology |
IJH iShares Core S&P Mid-Cap ETF | $8,759,696 | $116,667 â–² | 1.3% | 113,600 | 1.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $8,729,937 | $200,261 â–² | 2.3% | 58,894 | 1.3% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $8,253,056 | $402,154 â–² | 5.1% | 50,505 | 1.2% | ETF |
GTO Invesco Total Return Bond ETF | $7,949,152 | $247,427 â–² | 3.2% | 169,600 | 1.2% | ETF |
PXH Invesco RAFI Emerging Markets ETF | $7,469,547 | $388,517 â–² | 5.5% | 268,027 | 1.1% | ETF |
AMZN Amazon.com | $7,165,277 | $1,764,015 â–² | 32.7% | 30,310 | 1.1% | Consumer Discretionary |
JPST JPMorgan Ultra-Short Income ETF | $7,162,482 | $189,486 â–² | 2.7% | 141,635 | 1.1% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $6,543,006 | $2,864 â–¼ | 0.0% | 63,959 | 1.0% | ETF |
ESGV Vanguard ESG U.S. Stock ETF | $6,324,249 | $40,138 â–² | 0.6% | 47,899 | 0.9% | ETF |
EFA iShares MSCI EAFE ETF | $6,049,642 | $1,140,719 â–² | 23.2% | 58,268 | 0.9% | ETF |
JPM JPMorgan Chase & Co. | $5,940,811 | $1,183,518 â–² | 24.9% | 18,422 | 0.9% | Finance |
VTI Vanguard Total Stock Market ETF | $5,696,672 | $31,061 â–¼ | -0.5% | 15,406 | 0.8% | ETF |
XLK Technology Select Sector SPDR Fund | $5,406,248 | $919,017 â–² | 20.5% | 28,572 | 0.8% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $5,322,593 | $37,508 â–² | 0.7% | 55,769 | 0.8% | ETF |
TSLA Tesla | $4,975,765 | $632,691 â–² | 14.6% | 11,836 | 0.7% | Consumer Discretionary |
IVOO Vanguard S&P Mid-Cap 400 ETF | $4,826,495 | $202,954 â–² | 4.4% | 37,075 | 0.7% | ETF |
SPTL SPDR Portfolio Long Term Treasury ETF | $4,725,246 | $57,968 â–² | 1.2% | 180,147 | 0.7% | ETF |
ALL Allstate | $4,557,536 | $1,072,214 â–² | 30.8% | 20,050 | 0.7% | Finance |
CGGR Capital Group Growth ETF | $4,486,478 | $1,059,207 â–² | 30.9% | 95,121 | 0.7% | ETF |
GOOGL Alphabet | $4,411,502 | $1,039,620 â–² | 30.8% | 12,658 | 0.7% | Communication Services |
VXUS Vanguard Total International Stock ETF | $4,309,807 | $21,372 â–² | 0.5% | 50,413 | 0.6% | ETF |
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF | $4,267,539 | $140,766 â–² | 3.4% | 54,691 | 0.6% | ETF |
VB Vanguard Small-Cap ETF | $4,016,037 | $17,581 â–¼ | -0.4% | 13,249 | 0.6% | ETF |
VNQ Vanguard Real Estate ETF | $3,018,838 | $482 â–² | 0.0% | 31,306 | 0.4% | ETF |
CGDV Capital Group Dividend Value ETF | $2,984,770 | $126,821 â–¼ | -4.1% | 60,674 | 0.4% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $2,957,520 | $97,414 â–² | 3.4% | 49,548 | 0.4% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $2,825,419 | $175,204 â–² | 6.6% | 39,655 | 0.4% | ETF |
AVGO Broadcom | $2,767,693 | $890,340 â–² | 47.4% | 7,644 | 0.4% | Technology |
FVD First Trust Value Line Dividend Index Fund | $2,743,128 | $12,382 â–¼ | -0.4% | 56,935 | 0.4% | ETF |
MS Morgan Stanley | $2,670,561 | $1,191,472 â–² | 80.6% | 13,807 | 0.4% | Finance |
VUG Vanguard Growth ETF | $2,658,022 | $2,197,776 â–² | 477.5% | 30,857 | 0.4% | ETF |
ACWX iShares MSCI ACWI ex U.S. ETF | $2,631,655 | $222,926 â–¼ | -7.8% | 34,577 | 0.4% | ETF |
META Meta Platforms | $2,516,845 | $750,385 â–² | 42.5% | 4,367 | 0.4% | Communication Services |
BRK.B Berkshire Hathaway | $2,513,512 | $576,055 â–² | 29.7% | 5,044 | 0.4% | Finance |
DVY iShares Select Dividend ETF | $2,334,497 | $779,156 â–² | 50.1% | 14,936 | 0.3% | ETF |
BRK.A Berkshire Hathaway | $2,246,550 | | 0.0% | 3 | 0.3% | Finance |
CGXU Capital Group International Focus Equity ETF | $2,184,280 | $7,339 â–¼ | -0.3% | 63,093 | 0.3% | ETF |
VTV Vanguard Value ETF | $1,987,653 | $59,274 â–² | 3.1% | 9,121 | 0.3% | ETF |
IWN iShares Russell 2000 Value ETF | $1,968,459 | $32,295 â–² | 1.7% | 8,899 | 0.3% | ETF |
USHY iShares Broad USD High Yield Corporate Bond ETF | $1,966,169 | $36,761 â–² | 1.9% | 53,111 | 0.3% | ETF |
GWW W.W. Grainger | $1,946,690 | $249,103 â–² | 14.7% | 1,477 | 0.3% | Industrials |
ARK ETF TR
| $1,825,724 | $579,803 â–² | 46.5% | 22,590 | 0.3% | INNOVATION ETF |
LLY Eli Lilly and Company | $1,824,319 | $501,428 â–² | 37.9% | 1,579 | 0.3% | Healthcare |
COST Costco Wholesale | $1,802,307 | $267,008 â–² | 17.4% | 1,917 | 0.3% | Consumer Staples |
INMD InMode | $1,794,529 | $409,346 â–² | 29.6% | 122,749 | 0.3% | Healthcare |
HDV iShares Core High Dividend ETF | $1,775,620 | $1,334,675 â–² | 302.7% | 64,780 | 0.3% | ETF |
AMD Advanced Micro Devices | $1,754,015 | $571,940 â–¼ | -24.6% | 3,628 | 0.3% | Technology |
OMFL Invesco Russell 1000 Dynamic Multifactor ETF | $1,648,661 | $46,470 â–² | 2.9% | 24,054 | 0.2% | ETF |
QQQ Invesco QQQ | $1,597,988 | $17,674 â–² | 1.1% | 2,170 | 0.2% | ETF |
PALANTIR TECHNOLOGIES INC
| $1,594,794 | $102,843 â–² | 6.9% | 13,243 | 0.2% | CL A |
SPHD Invesco S&P 500 High Dividend Low Volatility ETF | $1,581,836 | $41,790 â–² | 2.7% | 31,114 | 0.2% | ETF |
ADI Analog Devices | $1,579,505 | $140,763 â–² | 9.8% | 4,062 | 0.2% | Technology |
COR Cencora | $1,519,924 | $179,484 â–² | 13.4% | 5,208 | 0.2% | Healthcare |
HD Home Depot | $1,516,885 | $53,404 â–² | 3.6% | 4,289 | 0.2% | Consumer Discretionary |
MA Mastercard | $1,496,835 | $471,428 â–² | 46.0% | 2,883 | 0.2% | Finance |
MU Micron Technology | $1,481,665 | $684,116 â–² | 85.8% | 1,685 | 0.2% | Technology |
USMV iShares MSCI USA Min Vol Factor ETF | $1,471,304 | $38,488 â–² | 2.7% | 15,253 | 0.2% | ETF |
MPAA Motorcar Parts of America | $1,431,547 | | 0.0% | 93,443 | 0.2% | Consumer Discretionary |
WALMART INC
| $1,427,434 | $243,541 â–² | 20.6% | 12,496 | 0.2% | COM |
VO Vanguard Mid-Cap ETF | $1,422,947 | $1,058,771 â–² | 290.7% | 17,661 | 0.2% | ETF |
LINDE PLC
| $1,371,404 | $158,160 â–² | 13.0% | 2,688 | 0.2% | SHS |
XLE Energy Select Sector SPDR Fund | $1,348,569 | $198,047 â–² | 17.2% | 25,392 | 0.2% | ETF |
GS The Goldman Sachs Group | $1,345,834 | $158,451 â–² | 13.3% | 1,342 | 0.2% | Finance |
RY Royal Bank Of Canada | $1,342,784 | $7,023 â–² | 0.5% | 6,501 | 0.2% | Finance |
VIG Vanguard Dividend Appreciation ETF | $1,303,066 | $201,127 â–² | 18.3% | 5,507 | 0.2% | ETF |
CAPITAL GROUP INTERNATIONAL
| $1,271,685 | $20,944 â–¼ | -1.6% | 34,974 | 0.2% | SHS |
IEMG iShares Core MSCI Emerging Markets ETF | $1,249,641 | $63,870 â–¼ | -4.9% | 15,085 | 0.2% | ETF |
AFL Aflac | $1,238,195 | $161,569 â–² | 15.0% | 10,660 | 0.2% | Finance |
SMLF iShares U.S. Small Cap Equity Factor ETF | $1,211,947 | $42,520 â–² | 3.6% | 13,596 | 0.2% | ETF |
CB Chubb | $1,163,015 | $171,828 â–² | 17.3% | 3,479 | 0.2% | Finance |
ORCL Oracle | $1,147,174 | $114,062 â–² | 11.0% | 7,704 | 0.2% | Technology |
GBIL Goldman Sachs Access Treasury 0-1 Year ETF | $1,128,995 | $149,538 â–¼ | -11.7% | 11,272 | 0.2% | ETF |
XOM ExxonMobil | $1,080,772 | $261,924 â–² | 32.0% | 8,005 | 0.2% | Energy |
CAT Caterpillar | $1,072,976 | $192,862 â–² | 21.9% | 1,096 | 0.2% | Industrials |
DBC Invesco DB Commodity Index Tracking Fund | $1,072,399 | $13,197 â–¼ | -1.2% | 40,225 | 0.2% | ETF |
UNH UnitedHealth Group | $1,066,281 | $244,924 â–² | 29.8% | 2,660 | 0.2% | Healthcare |
JNJ Johnson & Johnson | $1,066,189 | $308,048 â–² | 40.6% | 4,361 | 0.2% | Healthcare |
TXN Texas Instruments | $1,052,773 | $128,631 â–² | 13.9% | 3,683 | 0.2% | Technology |
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF | $1,047,596 | $7,754 â–¼ | -0.7% | 13,916 | 0.2% | ETF |
XLC Communication Services Select Sector SPDR Fund | $1,004,129 | | 0.0% | 9,373 | 0.1% | ETF |
TJX TJX Companies | $1,000,750 | $249,730 â–² | 33.3% | 6,556 | 0.1% | Consumer Discretionary |
