FBND Fidelity Total Bond ETF | $7,171,707 | $481,283 â–² | 7.2% | 157,655 | 3.4% | ETF |
VOO Vanguard S&P 500 ETF | $6,921,585 | $399,032 â–¼ | -5.5% | 10,078 | 3.3% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $6,860,643 | $39,491 â–¼ | -0.6% | 71,749 | 3.3% | Manufacturing |
VYMI Vanguard International High Dividend Yield ETF | $6,764,589 | $218,593 â–¼ | -3.1% | 68,886 | 3.2% | ETF |
SLIDE INS HLDGS INC
| $4,993,760 | $1,051,927 â–² | 26.7% | 257,809 | 2.4% | COM |
VUG Vanguard Growth ETF | $4,863,777 | $4,072,500 â–² | 514.7% | 56,464 | 2.3% | ETF |
NVDA NVIDIA | $4,683,287 | $3,463,744 â–² | 284.0% | 23,406 | 2.2% | Computer and Technology |
SCHD Schwab US Dividend Equity ETF | $4,584,869 | $44,140 â–¼ | -1.0% | 144,587 | 2.2% | ETF |
UITB VictoryShares Core Intermediate Bond ETF | $4,073,515 | $449,131 â–² | 12.4% | 86,970 | 2.0% | ETF |
FDVV Fidelity High Dividend ETF | $4,042,316 | $27,854 â–¼ | -0.7% | 67,048 | 1.9% | ETF |
DFUV Dimensional US Marketwide Value ETF | $4,025,493 | $259,264 â–¼ | -6.1% | 73,177 | 1.9% | ETF |
VIG Vanguard Dividend Appreciation ETF | $3,804,530 | $2,603 â–¼ | -0.1% | 16,079 | 1.8% | ETF |
AAPL Apple | $3,774,388 | $668,996 â–¼ | -15.1% | 13,044 | 1.8% | Computer and Technology |
DFAI Dimensional International Core Equity Market ETF | $3,739,895 | $185,295 â–¼ | -4.7% | 90,664 | 1.8% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $3,437,953 | $95,014 â–² | 2.8% | 56,555 | 1.7% | ETF |
VFLO VictoryShares Free Cash Flow ETF | $3,228,511 | $200,521 â–¼ | -5.8% | 70,569 | 1.5% | ETF |
VONV Vanguard Russell 1000 Value ETF | $2,987,398 | $32,850 â–² | 1.1% | 28,101 | 1.4% | ETF |
DEM WisdomTree Emerging Markets High Dividend Fund | $2,954,425 | $166,750 â–¼ | -5.3% | 54,925 | 1.4% | Finance |
IJJ iShares S&P Mid-Cap 400 Value ETF | $2,841,352 | $29,103 â–² | 1.0% | 19,233 | 1.4% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,691,053 | $575,694 â–¼ | -17.6% | 3,604 | 1.3% | Finance |
IVW iShares S&P 500 Growth ETF | $2,636,749 | $129,417 â–¼ | -4.7% | 19,172 | 1.3% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $2,521,709 | $813,724 â–² | 47.6% | 25,049 | 1.2% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $2,388,008 | $57,678 â–¼ | -2.4% | 30,969 | 1.1% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $2,366,571 | $6,646 â–² | 0.3% | 18,516 | 1.1% | ETF |
IVE iShares S&P 500 Value ETF | $2,341,557 | $40,188 â–¼ | -1.7% | 10,313 | 1.1% | ETF |
VYM Vanguard High Dividend Yield ETF | $2,325,378 | $53,571 â–¼ | -2.3% | 14,715 | 1.1% | Financial Services |
IJK iShares S&P Mid-Cap 400 Growth ETF | $2,319,764 | $48,644 â–¼ | -2.1% | 19,743 | 1.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $2,210,932 | $82,253 â–¼ | -3.6% | 22,337 | 1.1% | Finance |
DFAC Dimensional U.S. Core Equity 2 ETF | $2,083,473 | $503,046 â–¼ | -19.4% | 46,967 | 1.0% | ETF |
EFG iShares MSCI EAFE Growth ETF | $1,975,212 | $79,382 â–¼ | -3.9% | 15,875 | 0.9% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $1,955,290 | $135,088 â–² | 7.4% | 27,443 | 0.9% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $1,884,152 | $123,411 â–¼ | -6.1% | 8,855 | 0.9% | ETF |
VOOG Vanguard S&P 500 Growth ETF | $1,873,206 | $1,553,142 â–² | 485.3% | 22,673 | 0.9% | ETF |
AMZN Amazon.com | $1,634,852 | $342,988 â–¼ | -17.3% | 6,859 | 0.8% | Retail/Wholesale |
XYL Xylem | $1,602,337 | | 0.0% | 13,555 | 0.8% | Business Services |
FIDELITY COVINGTON TRUST
| $1,581,653 | $447,894 â–² | 39.5% | 39,413 | 0.8% | ENHANCED INTL |
DFAS Dimensional U.S. Small Cap ETF | $1,548,637 | $48,580 â–¼ | -3.0% | 18,808 | 0.7% | ETF |
RECS Columbia Research Enhanced Core ETF | $1,519,278 | $58,991 â–¼ | -3.7% | 35,103 | 0.7% | ETF |
DHS WisdomTree U.S. High Dividend Fund | $1,483,796 | $35,924 â–¼ | -2.4% | 13,052 | 0.7% | Finance |
LVHI Franklin International Low Volatility High Dividend Index ETF | $1,459,806 | $235,759 â–² | 19.3% | 35,969 | 0.7% | ETF |
IDV iShares International Select Dividend ETF | $1,431,405 | $6,090 â–² | 0.4% | 34,550 | 0.7% | ETF |
SDY SPDR S&P Dividend ETF | $1,430,723 | $52,499 â–¼ | -3.5% | 9,402 | 0.7% | ETF |
EFV iShares MSCI EAFE Value ETF | $1,413,489 | $64,684 â–¼ | -4.4% | 18,465 | 0.7% | ETF |
JGRO JPMorgan Active Growth ETF | $1,392,978 | $85,576 â–¼ | -5.8% | 14,129 | 0.7% | ETF |
DFCF Dimensional Core Fixed Income ETF | $1,391,234 | $5,318 â–² | 0.4% | 32,960 | 0.7% | ETF |
QQQ Invesco QQQ | $1,390,781 | $36,076 â–¼ | -2.5% | 1,889 | 0.7% | Finance |
PEY Invesco High Yield Equity Dividend Achievers ETF | $1,379,968 | $61,357 â–¼ | -4.3% | 59,533 | 0.7% | ETF |
COLUMBIA ETF TR I
| $1,333,138 | $5,387 â–¼ | -0.4% | 25,986 | 0.6% | US EQUI INCO ETF |
IJR iShares Core S&P Small-Cap ETF | $1,319,103 | $297 â–² | 0.0% | 8,894 | 0.6% | ETF |
FIDELITY COVINGTON TRUST
| $1,314,618 | $227,443 â–² | 20.9% | 31,368 | 0.6% | ENHANCED LARGE |
ESGU iShares ESG Aware MSCI USA ETF | $1,296,125 | $1,964 â–² | 0.2% | 7,919 | 0.6% | Manufacturing |
VCSH Vanguard Short-Term Corporate Bond ETF | $1,295,116 | $24,578 â–² | 1.9% | 16,388 | 0.6% | ETF |
USTB VictoryShares Short-Term Bond ETF | $1,294,216 | $26,018 â–¼ | -2.0% | 25,568 | 0.6% | ETF |
ANGL VanEck Fallen Angel High Yield Bond ETF | $1,200,277 | $13,597 â–² | 1.1% | 41,049 | 0.6% | Manufacturing |
IJS iShares S&P Small-Cap 600 Value ETF | $1,185,459 | $29,934 â–² | 2.6% | 8,673 | 0.6% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $1,167,231 | $56,058 â–¼ | -4.6% | 16,699 | 0.6% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $1,091,707 | $15,456 â–¼ | -1.4% | 18,930 | 0.5% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $1,075,281 | $29,717 â–¼ | -2.7% | 5,717 | 0.5% | Manufacturing |
JEPI JPMorgan Equity Premium Income ETF | $1,064,731 | $93,194 â–² | 9.6% | 18,851 | 0.5% | ETF |
IWF iShares Russell 1000 Growth ETF | $1,047,158 | $772,858 â–² | 281.8% | 8,433 | 0.5% | ETF |
AVSC Avantis U.S. Small Cap Equity ETF | $1,007,487 | $40,924 â–¼ | -3.9% | 13,737 | 0.5% | ETF |
VZ Verizon Communications | $962,457 | $81,842 â–¼ | -7.8% | 22,732 | 0.5% | Computer and Technology |
GOOGL Alphabet | $944,822 | $194,039 â–¼ | -17.0% | 2,644 | 0.5% | Computer and Technology |
FBCG Fidelity Blue Chip Growth ETF | $901,577 | $901,577 â–² | New Holding | 14,516 | 0.4% | ETF |
DUHP Dimensional US High Profitability ETF | $863,978 | $146,764 â–¼ | -14.5% | 20,704 | 0.4% | ETF |
JCPB JPMorgan Core Plus Bond ETF | $813,080 | $6,290 â–² | 0.8% | 17,322 | 0.4% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $808,663 | $6,965 â–² | 0.9% | 4,528 | 0.4% | ETF |
MO Altria Group | $804,757 | $6,907 â–¼ | -0.9% | 11,185 | 0.4% | Consumer Staples |
BUFR FT Vest Laddered Buffer ETF | $789,005 | $16,256 â–¼ | -2.0% | 21,599 | 0.4% | ETF |
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF | $761,685 | $48,563 â–¼ | -6.0% | 10,242 | 0.4% | Manufacturing |
JPIE JPMorgan Income ETF | $746,170 | $7,322 â–¼ | -1.0% | 16,203 | 0.4% | ETF |
MSFT Microsoft | $745,871 | $139,851 â–¼ | -15.8% | 2,000 | 0.4% | Computer and Technology |
VGIT Vanguard Intermediate-Term Treasury ETF | $736,041 | $34,918 â–² | 5.0% | 12,479 | 0.4% | ETF |
IWD iShares Russell 1000 Value ETF | $719,487 | $2,182 â–² | 0.3% | 2,968 | 0.3% | ETF |
VTV Vanguard Value ETF | $717,638 | $62,328 â–¼ | -8.0% | 3,293 | 0.3% | ETF |
TXN Texas Instruments | $714,767 | $298 â–² | 0.0% | 2,398 | 0.3% | Computer and Technology |
IWR iShares Russell Mid-Cap ETF | $711,079 | $18,091 â–² | 2.6% | 6,446 | 0.3% | ETF |
J P MORGAN EXCHANGE TRADED F
| $709,132 | $1,081 â–¼ | -0.2% | 10,493 | 0.3% | HEDG EQU LAD ETF |
VWO Vanguard FTSE Emerging Markets ETF | $698,146 | $18,385 â–¼ | -2.6% | 11,696 | 0.3% | ETF |
VTC Vanguard Total Corporate Bond ETF | $697,852 | $34,635 â–² | 5.2% | 9,087 | 0.3% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $696,853 | $40,315 â–¼ | -5.5% | 8,487 | 0.3% | Manufacturing |
EFA iShares MSCI EAFE ETF | $694,381 | $104 â–¼ | 0.0% | 6,684 | 0.3% | Finance |
OMFL Invesco Russell 1000 Dynamic Multifactor ETF | $688,847 | $22,482 â–¼ | -3.2% | 10,050 | 0.3% | ETF |
DFAU Dimensional US Core Equity Market ETF | $664,962 | $310 â–² | 0.0% | 12,864 | 0.3% | ETF |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $662,122 | $25,543 â–² | 4.0% | 4,666 | 0.3% | ETF |
AVDE Avantis International Equity ETF | $657,738 | $657,738 â–² | New Holding | 7,374 | 0.3% | ETF |
WTMF WisdomTree Managed Futures Strategy Fund | $649,144 | $18,546 â–¼ | -2.8% | 15,891 | 0.3% | Finance |
AVEM Avantis Emerging Markets Equity ETF | $633,561 | $245,184 â–² | 63.1% | 6,566 | 0.3% | ETF |
VBK Vanguard Small-Cap Growth ETF | $632,867 | $2,559 â–¼ | -0.4% | 1,731 | 0.3% | ETF |
UNH UnitedHealth Group | $622,437 | $22,438 â–¼ | -3.5% | 1,498 | 0.3% | Medical |
VBR Vanguard Small-Cap Value ETF | $610,472 | $27,948 â–¼ | -4.4% | 2,512 | 0.3% | ETF |
VXUS Vanguard Total International Stock ETF | $604,521 | $11,713 â–¼ | -1.9% | 7,071 | 0.3% | ETF |
QCOM Qualcomm | $600,497 | $739 â–² | 0.1% | 3,250 | 0.3% | Computer and Technology |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $597,909 | $1,329 â–¼ | -0.2% | 11,245 | 0.3% | Manufacturing |
SBND Columbia Short Duration Bond ETF | $571,980 | $54,337 â–² | 10.5% | 30,432 | 0.3% | ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $538,824 | $21,106 â–² | 4.1% | 27,470 | 0.3% | ETF |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $536,210 | $21,200 â–² | 4.1% | 26,330 | 0.3% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $536,172 | $7,935 â–¼ | -1.5% | 6,487 | 0.3% | ETF |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $535,146 | $21,064 â–² | 4.1% | 28,810 | 0.3% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $534,341 | $15,425 â–² | 3.0% | 27,367 | 0.3% | ETF |
