VV Vanguard Large-Cap ETF | $133,236,726 | $825,729 â–² | 0.6% | 387,417 | 5.0% | ETF |
QQQ Invesco QQQ | $133,053,832 | $3,334,428 â–² | 2.6% | 180,681 | 5.0% | ETF |
RSPT Invesco S&P 500 Equal Weight Technology ETF | $112,394,494 | $2,982,997 â–² | 2.7% | 1,742,550 | 4.2% | ETF |
NVDA NVIDIA | $110,503,347 | $371,967 â–² | 0.3% | 552,268 | 4.1% | Technology |
IVV iShares Core S&P 500 ETF | $82,647,045 | $3,256,934 â–² | 4.1% | 110,359 | 3.1% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $80,264,855 | $2,534,095 â–² | 3.3% | 377,237 | 3.0% | ETF |
VIG Vanguard Dividend Appreciation ETF | $79,682,173 | $2,454,701 â–² | 3.2% | 336,751 | 3.0% | ETF |
GOOG Alphabet | $73,407,359 | $485,830 â–¼ | -0.7% | 207,758 | 2.7% | Communication Services |
VONG Vanguard Russell 1000 Growth ETF | $70,683,707 | $2,044,961 â–² | 3.0% | 553,037 | 2.6% | ETF |
VTV Vanguard Value ETF | $70,541,076 | $5,302,033 â–² | 8.1% | 323,686 | 2.6% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $69,572,982 | $1,395,625 â–² | 2.0% | 766,306 | 2.6% | ETF |
AAPL Apple | $68,478,726 | $760,441 â–¼ | -1.1% | 236,655 | 2.6% | Technology |
VYM Vanguard High Dividend Yield ETF | $67,224,628 | $663,254 â–² | 1.0% | 425,390 | 2.5% | ETF |
AMZN Amazon.com | $59,806,916 | $370,619 â–² | 0.6% | 250,931 | 2.2% | Consumer Discretionary |
SPYG SPDR Portfolio S&P 500 Growth ETF | $54,066,903 | $684,670 â–² | 1.3% | 454,381 | 2.0% | ETF |
MSFT Microsoft | $52,618,256 | $553,566 â–² | 1.1% | 141,059 | 2.0% | Technology |
XLC Communication Services Select Sector SPDR Fund | $49,096,341 | $3,527,795 â–¼ | -6.7% | 458,287 | 1.8% | ETF |
ARISTA NETWORKS INC
| $47,101,099 | $487,725 â–² | 1.0% | 277,261 | 1.8% | COM SHS |
JPM JPMorgan Chase & Co. | $46,805,103 | $561,050 â–² | 1.2% | 142,989 | 1.7% | Finance |
CRWD CrowdStrike | $44,884,079 | $1,620,909 â–² | 3.7% | 58,815 | 1.7% | Technology |
SPMO Invesco S&P 500 Momentum ETF | $43,270,577 | $43,270,577 â–² | New Holding | 267,862 | 1.6% | ETF |
SPHQ Invesco S&P 500 Quality ETF | $42,812,981 | $42,812,981 â–² | New Holding | 475,171 | 1.6% | ETF |
COST Costco Wholesale | $42,564,851 | $231,061 â–² | 0.5% | 45,501 | 1.6% | Consumer Staples |
V Visa | $36,652,178 | $624,090 â–² | 1.7% | 106,828 | 1.4% | Finance |
MAR Marriott International | $35,440,030 | $655,206 â–² | 1.9% | 95,631 | 1.3% | Consumer Discretionary |
BRK.B Berkshire Hathaway | $34,928,223 | $2,608,033 â–¼ | -6.9% | 69,802 | 1.3% | Finance |
META Meta Platforms | $34,780,866 | $629,204 â–² | 1.8% | 61,745 | 1.3% | Communication Services |
UBER Uber Technologies | $31,351,067 | $546,468 â–² | 1.8% | 434,466 | 1.2% | Industrials |
IBHH iShares iBonds 2028 Term High Yield and Income ETF | $30,623,260 | $1,229,309 â–² | 4.2% | 1,303,117 | 1.1% | ETF |
EFIV SPDR S&P 500 ESG ETF | $29,445,351 | $94,299 â–² | 0.3% | 403,748 | 1.1% | ETF |
KBWB Invesco KBW Bank ETF | $29,383,494 | $29,383,494 â–² | New Holding | 316,019 | 1.1% | ETF |
TJX TJX Companies | $29,114,142 | $312,394 â–² | 1.1% | 192,172 | 1.1% | Consumer Discretionary |
VOO Vanguard S&P 500 ETF | $28,883,126 | $300,823 â–¼ | -1.0% | 42,054 | 1.1% | ETF |
SPY SPDR S&P 500 ETF Trust | $28,744,677 | $460,010 â–¼ | -1.6% | 38,492 | 1.1% | ETF |
VUG Vanguard Growth ETF | $27,544,149 | $23,077,700 â–² | 516.7% | 319,760 | 1.0% | ETF |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $27,536,506 | $913,344 â–² | 3.4% | 1,090,554 | 1.0% | ETF |
BKNG Booking | $26,534,740 | $25,439,449 â–² | 2,322.6% | 148,870 | 1.0% | Consumer Discretionary |
RCL Royal Caribbean Cruises | $26,298,250 | $239,104 â–² | 0.9% | 82,820 | 1.0% | Consumer Discretionary |
ASML ASML | $25,458,864 | $1,517,943 â–² | 6.3% | 12,797 | 1.0% | Technology |
MMTM SPDR S&P 1500 Momentum Tilt ETF | $25,053,929 | $853,418 â–² | 3.5% | 80,057 | 0.9% | ETF |
AVGO Broadcom | $21,356,148 | $482,766 â–² | 2.3% | 56,535 | 0.8% | Technology |
GOOGL Alphabet | $19,022,991 | $385,606 â–² | 2.1% | 53,230 | 0.7% | Communication Services |
BLACKROCK INC
| $18,806,311 | $273,085 â–¼ | -1.4% | 19,558 | 0.7% | COM |
IBTI iShares iBonds Dec 2028 Term Treasury ETF | $18,371,396 | $842,582 â–² | 4.8% | 829,783 | 0.7% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $18,282,155 | $828,377 â–² | 4.7% | 218,293 | 0.7% | ETF |
SCHD Schwab US Dividend Equity ETF | $17,429,343 | $17,178,675 â–² | 6,853.2% | 549,648 | 0.7% | ETF |
IGRO iShares International Dividend Growth ETF | $17,149,855 | $1,118,475 â–² | 7.0% | 195,039 | 0.6% | ETF |
ICE Intercontinental Exchange | $17,062,136 | $1,047,794 â–¼ | -5.8% | 138,592 | 0.6% | Finance |
IBHI iShares iBonds 2029 Term High Yield and Income ETF | $16,609,911 | $1,352,271 â–² | 8.9% | 710,128 | 0.6% | ETF |
VBR Vanguard Small-Cap Value ETF | $16,499,094 | $609,179 â–² | 3.8% | 67,900 | 0.6% | ETF |
DGT SPDR Global Dow ETF | $16,236,934 | $610,553 â–² | 3.9% | 87,866 | 0.6% | ETF |
SOFI SoFi Technologies | $16,091,440 | $384,885 â–² | 2.5% | 897,459 | 0.6% | Finance |
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF | $14,932,179 | $40,030,485 â–¼ | -72.8% | 82,289 | 0.6% | ETF |
SHOPIFY INC
| $13,996,184 | $220,139 â–¼ | -1.5% | 122,580 | 0.5% | CL A SUB VTG SHS |
IDEV iShares Core MSCI International Developed Markets ETF | $13,764,769 | $659,301 â–² | 5.0% | 154,642 | 0.5% | ETF |
NDAQ Nasdaq | $13,472,151 | $1,876,389 â–¼ | -12.2% | 170,923 | 0.5% | Finance |
SO Southern | $13,403,797 | $817,369 â–² | 6.5% | 140,045 | 0.5% | Utilities |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $12,785,452 | $1,114,044 â–² | 9.5% | 552,048 | 0.5% | ETF |
ARCC Ares Capital | $12,322,102 | $192,731 â–² | 1.6% | 664,980 | 0.5% | Finance |
WALMART INC
| $12,224,651 | $784,328 â–² | 6.9% | 107,934 | 0.5% | COM |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $11,639,280 | $60,139 â–¼ | -0.5% | 480,366 | 0.4% | ETF |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $11,200,389 | $91,171 â–² | 0.8% | 489,313 | 0.4% | ETF |
ONON ON | $10,958,169 | $1,304,908 â–¼ | -10.6% | 309,378 | 0.4% | Consumer Discretionary |
IBHF iShares iBonds 2026 Term High Yield and Income ETF | $10,670,913 | $121,042 â–¼ | -1.1% | 471,122 | 0.4% | ETF |
IYG iShares U.S. Financial Services ETF | $10,528,684 | $28,256,014 â–¼ | -72.9% | 116,377 | 0.4% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $10,280,691 | $524,558 â–¼ | -4.9% | 116,985 | 0.4% | ETF |
SYK Stryker | $9,367,771 | $16,406,665 â–¼ | -63.7% | 29,754 | 0.4% | Healthcare |
VO Vanguard Mid-Cap ETF | $9,105,280 | $6,797,417 â–² | 294.5% | 113,010 | 0.3% | ETF |
COF Capital One Financial | $8,135,141 | $216,670 â–² | 2.7% | 40,550 | 0.3% | Finance |
IWR iShares Russell Mid-Cap ETF | $7,822,518 | $130,068 â–¼ | -1.6% | 70,907 | 0.3% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $7,083,046 | $53,581 â–¼ | -0.8% | 39,658 | 0.3% | ETF |
XLV Health Care Select Sector SPDR Fund | $6,682,898 | $316,851 â–¼ | -4.5% | 42,120 | 0.2% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $5,798,872 | $1,041,420 â–² | 21.9% | 18,932 | 0.2% | ETF |
IBTJ iShares iBonds Dec 2029 Term Treasury ETF | $5,493,233 | $669,202 â–² | 13.9% | 253,729 | 0.2% | ETF |
VBK Vanguard Small-Cap Growth ETF | $4,121,805 | $981,173 â–² | 31.2% | 11,271 | 0.2% | ETF |
LLY Eli Lilly and Company | $3,485,544 | $440,191 â–² | 14.5% | 2,906 | 0.1% | Healthcare |
VTI Vanguard Total Stock Market ETF | $2,570,513 | $699,064 â–² | 37.4% | 6,946 | 0.1% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $2,410,909 | $250,448 â–¼ | -9.4% | 3,427 | 0.1% | ETF |
X-ENERGY INC
| $2,295,184 | $2,295,184 â–² | New Holding | 125,010 | 0.1% | COM CL A |
XOM ExxonMobil | $2,061,217 | $314,323 â–² | 18.0% | 15,076 | 0.1% | Energy |
PSCT Invesco S&P SmallCap Information Technology ETF | $1,900,833 | | 0.0% | 20,569 | 0.1% | ETF |
NULG Nuveen ESG Large-Cap Growth ETF | $1,881,857 | $18,378 â–¼ | -1.0% | 16,076 | 0.1% | ETF |
IWM iShares Russell 2000 ETF | $1,653,573 | $6,611 â–¼ | -0.4% | 5,503 | 0.1% | ETF |
ROCKET LAB CORP
| $1,583,097 | $12,198 â–¼ | -0.8% | 15,574 | 0.1% | COM |
IWF iShares Russell 1000 Growth ETF | $1,580,773 | $1,179,433 â–² | 293.9% | 12,730 | 0.1% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $1,526,270 | $8,936 â–¼ | -0.6% | 25,107 | 0.1% | ETF |
NEE NextEra Energy | $1,447,503 | $14,219 â–² | 1.0% | 16,492 | 0.1% | Utilities |
SPDW SPDR Portfolio Developed World ex-US ETF | $1,366,426 | $22,424 â–¼ | -1.6% | 27,117 | 0.1% | ETF |
IJR iShares Core S&P Small-Cap ETF | $1,331,860 | $205,118 â–² | 18.2% | 8,980 | 0.0% | ETF |
TSLA Tesla | $1,276,521 | $33,227 â–² | 2.7% | 3,035 | 0.0% | Consumer Discretionary |
IBB iShares Biotechnology ETF | $1,239,278 | $2,853 â–¼ | -0.2% | 6,516 | 0.0% | ETF |
VGT Vanguard Information Technology ETF | $1,220,795 | $1,083,225 â–² | 787.4% | 10,214 | 0.0% | ETF |
COHR Coherent | $1,183,410 | | 0.0% | 3,000 | 0.0% | Technology |
JNJ Johnson & Johnson | $1,141,966 | $274,316 â–² | 31.6% | 4,496 | 0.0% | Healthcare |
IWS iShares Russell Mid-Cap Value ETF | $1,113,583 | $165 â–² | 0.0% | 6,765 | 0.0% | ETF |
PNC The PNC Financial Services Group | $1,072,831 | $12,065 â–¼ | -1.1% | 4,357 | 0.0% | Finance |
IUSG iShares Core S&P U.S. Growth ETF | $1,039,197 | $1,039,197 â–² | New Holding | 5,525 | 0.0% | ETF |
AFRM Affirm | $978,600 | | 0.0% | 12,000 | 0.0% | Finance |
DIS Walt Disney | $970,688 | $97,704 â–¼ | -9.1% | 10,084 | 0.0% | Communication Services |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $951,843 | $23,645 â–² | 2.5% | 16,505 | 0.0% | ETF |
