VTI Vanguard Total Stock Market ETF | $16,890,633 | $3,795,438 ▲ | 29.0% | 66,144 | 8.0% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $10,896,665 | $168,247 ▲ | 1.6% | 130,374 | 5.2% | ETF |
NVDA NVIDIA | $10,313,015 | $2,062,784 ▲ | 25.0% | 11,414 | 4.9% | Computer and Technology |
IVW iShares S&P 500 Growth ETF | $9,574,559 | $105,550 ▲ | 1.1% | 113,389 | 4.5% | ETF |
ILCV iShares Morningstar Value ETF | $6,758,437 | $316,509 ▼ | -4.5% | 87,932 | 3.2% | ETF |
IVV iShares Core S&P 500 ETF | $6,194,720 | $105,147 ▲ | 1.7% | 11,783 | 2.9% | ETF |
XT iShares Exponential Technologies ETF | $5,328,927 | $184,165 ▲ | 3.6% | 89,382 | 2.5% | Manufacturing |
AAPL Apple | $5,313,704 | $804,078 ▲ | 17.8% | 30,987 | 2.5% | Computer and Technology |
AMZN Amazon.com | $4,894,287 | $811,716 ▲ | 19.9% | 27,133 | 2.3% | Retail/Wholesale |
MDY SPDR S&P MidCap 400 ETF Trust | $4,647,496 | $258,720 ▲ | 5.9% | 8,353 | 2.2% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $4,530,665 | $71,442 ▼ | -1.6% | 51,939 | 2.1% | ETF |
VUG Vanguard Growth ETF | $4,470,841 | $142,155 ▼ | -3.1% | 12,989 | 2.1% | ETF |
VTV Vanguard Value ETF | $4,303,193 | $33,060 ▲ | 0.8% | 26,423 | 2.0% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $4,096,039 | $27,096 ▲ | 0.7% | 69,839 | 1.9% | ETF |
MSFT Microsoft | $4,053,779 | $236,453 ▼ | -5.5% | 9,635 | 1.9% | Computer and Technology |
FVD First Trust Value Line Dividend Index Fund | $4,031,684 | $69,848 ▲ | 1.8% | 95,470 | 1.9% | ETF |
FTCS First Trust Capital Strength ETF | $3,869,145 | $108,861 ▲ | 2.9% | 45,174 | 1.8% | ETF |
SPY SPDR S&P 500 ETF Trust | $3,801,484 | $359,331 ▲ | 10.4% | 7,268 | 1.8% | Finance |
GOOGL Alphabet | $3,389,984 | $1,437,831 ▲ | 73.7% | 22,377 | 1.6% | Computer and Technology |
VEA Vanguard FTSE Developed Markets Index Fund ETF Shares | $3,171,651 | $36,775 ▲ | 1.2% | 63,218 | 1.5% | ETF |
META Meta Platforms | $2,961,287 | $1,153,338 ▲ | 63.8% | 6,098 | 1.4% | Computer and Technology |
JPM JPMorgan Chase & Co. | $2,007,793 | $725,682 ▲ | 56.6% | 10,024 | 1.0% | Finance |
CALF Pacer US Small Cap Cash Cows 100 ETF | $1,863,736 | $200,866 ▲ | 12.1% | 37,912 | 0.9% | ETF |
NEWT NewtekOne | $1,807,556 | $119,922 ▼ | -6.2% | 164,323 | 0.9% | Finance |
XOM Exxon Mobil | $1,700,665 | $11,507 ▼ | -0.7% | 14,631 | 0.8% | Oils/Energy |
RDVY First Trust Rising Dividend Achievers ETF | $1,657,959 | $112 ▲ | 0.0% | 29,517 | 0.8% | Manufacturing |
MTB M&T Bank | $1,588,938 | $45,377 ▼ | -2.8% | 10,925 | 0.8% | Finance |
PG Procter & Gamble | $1,577,989 | $127,200 ▲ | 8.8% | 9,726 | 0.7% | Consumer Staples |
JNJ Johnson & Johnson | $1,568,862 | $19,140 ▲ | 1.2% | 9,918 | 0.7% | Medical |
CGGR Capital Group Growth ETF | $1,436,352 | $205,312 ▲ | 16.7% | 44,900 | 0.7% | ETF |
IWD iShares Russell 1000 Value ETF | $1,404,075 | $179 ▲ | 0.0% | 7,839 | 0.7% | ETF |
LMBS First Trust Low Duration Opportunities ETF | $1,256,397 | $34,596 ▼ | -2.7% | 26,039 | 0.6% | Manufacturing |
VIG Vanguard Dividend Appreciation ETF | $1,156,167 | $35,428 ▼ | -3.0% | 6,331 | 0.5% | ETF |
BAC Bank of America | $1,155,290 | | 0.0% | 30,467 | 0.5% | Finance |
TXT Textron | $1,154,050 | | 0.0% | 12,030 | 0.5% | Aerospace |
RSP Invesco S&P 500 Equal Weight ETF | $1,070,494 | $32,691 ▼ | -3.0% | 6,320 | 0.5% | ETF |
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF | $1,028,117 | $189,059 ▲ | 22.5% | 19,142 | 0.5% | ETF |
MET MetLife | $1,017,655 | $19,046 ▼ | -1.8% | 13,732 | 0.5% | Finance |
IBDP iShares iBonds Dec 2024 Term Corporate ETF | $1,017,553 | $701 ▲ | 0.1% | 40,621 | 0.5% | ETF |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $1,006,278 | $2,580 ▲ | 0.3% | 40,559 | 0.5% | ETF |
CVX Chevron | $999,756 | | 0.0% | 6,338 | 0.5% | Oils/Energy |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $910,699 | $1,476 ▲ | 0.2% | 38,265 | 0.4% | ETF |
MRK Merck & Co., Inc. | $907,851 | $17,154 ▼ | -1.9% | 6,880 | 0.4% | Medical |
PEY Invesco High Yield Equity Dividend Achievers ETF | $877,607 | $59,224 ▼ | -6.3% | 42,499 | 0.4% | ETF |
BSV Vanguard Short-Term Bond ETF | $874,275 | $2,530 ▲ | 0.3% | 11,403 | 0.4% | ETF |
SCHB Schwab US Broad Market ETF | $840,493 | $1,343 ▲ | 0.2% | 13,767 | 0.4% | ETF |
VOO Vanguard S&P 500 ETF | $840,243 | | 0.0% | 1,748 | 0.4% | ETF |
HWM Howmet Aerospace | $825,865 | $22,308 ▼ | -2.6% | 12,069 | 0.4% | Construction |
LLY Eli Lilly and Company | $817,634 | $207,715 ▲ | 34.1% | 1,051 | 0.4% | Medical |
DFAI Dimensional International Core Equity Market ETF | $809,443 | $30,522 ▲ | 3.9% | 26,785 | 0.4% | ETF |
IJR iShares Core S&P Small-Cap ETF | $782,781 | $111 ▲ | 0.0% | 7,083 | 0.4% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $768,344 | $3,676 ▲ | 0.5% | 18,395 | 0.4% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $766,725 | | 0.0% | 9,375 | 0.4% | Manufacturing |
CVS CVS Health | $750,381 | $1,436 ▲ | 0.2% | 9,408 | 0.4% | Retail/Wholesale |
QCOM QUALCOMM | $747,179 | $628,998 ▲ | 532.2% | 4,413 | 0.4% | Computer and Technology |
EMR Emerson Electric | $723,667 | $65,334 ▼ | -8.3% | 6,380 | 0.3% | Industrial Products |
VCSH Vanguard Short-Term Corporate Bond ETF | $710,415 | $30,461 ▼ | -4.1% | 9,189 | 0.3% | ETF |
DFAU Dimensional US Core Equity Market ETF | $698,332 | $37 ▲ | 0.0% | 19,111 | 0.3% | ETF |
COWZ Pacer US Cash Cows 100 ETF | $638,730 | $103,143 ▲ | 19.3% | 10,992 | 0.3% | ETF |
CGDV Capital Group Dividend Value ETF | $635,480 | $219,556 ▲ | 52.8% | 19,595 | 0.3% | ETF |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $615,298 | $131,041 ▲ | 27.1% | 26,487 | 0.3% | Manufacturing |
IEFA iShares Core MSCI EAFE ETF | $613,930 | $1,262 ▲ | 0.2% | 8,272 | 0.3% | ETF |
ICOW Pacer Developed Markets International Cash Cows 100 ETF | $599,261 | $1,150 ▲ | 0.2% | 18,756 | 0.3% | ETF |
QQEW First Trust NASDAQ 100 Equal Weighted Index Fund | $585,097 | $78,930 ▲ | 15.6% | 4,722 | 0.3% | Manufacturing |
XYL Xylem | $561,064 | $6,204 ▼ | -1.1% | 4,341 | 0.3% | Industrial Products |
ORI Old Republic International | $556,405 | $53,975 ▼ | -8.8% | 18,112 | 0.3% | Finance |
ABBV AbbVie | $545,717 | | 0.0% | 2,997 | 0.3% | Medical |
IBTE iShares iBonds Dec 2024 Term Treasury ETF | $523,342 | $934 ▲ | 0.2% | 21,861 | 0.2% | Manufacturing |
IJS iShares S&P Small-Cap 600 Value ETF | $522,130 | $617 ▲ | 0.1% | 5,081 | 0.2% | ETF |
BND Vanguard Total Bond Market ETF | $521,450 | $145 ▲ | 0.0% | 7,180 | 0.2% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $520,651 | $1,002 ▲ | 0.2% | 21,830 | 0.2% | ETF |
DVYE iShares Emerging Markets Dividend ETF | $515,650 | $17,449 ▼ | -3.3% | 19,711 | 0.2% | ETF |
IBM International Business Machines | $511,279 | $955 ▲ | 0.2% | 2,677 | 0.2% | Computer and Technology |
HEI HEICO | $510,862 | $86,703 ▼ | -14.5% | 2,675 | 0.2% | Aerospace |
UNH UnitedHealth Group | $504,099 | $22,261 ▼ | -4.2% | 1,019 | 0.2% | Medical |
BMY Bristol-Myers Squibb | $486,176 | $154,774 ▼ | -24.1% | 8,965 | 0.2% | Medical |
CRWD CrowdStrike | $480,885 | $464,856 ▲ | 2,900.0% | 1,500 | 0.2% | Computer and Technology |
VNQ Vanguard Real Estate ETF | $479,836 | $692 ▲ | 0.1% | 5,549 | 0.2% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $476,611 | $4,976 ▲ | 1.1% | 6,321 | 0.2% | ETF |
LMT Lockheed Martin | $457,852 | | 0.0% | 1,007 | 0.2% | Aerospace |
NKE NIKE | $452,790 | $188 ▲ | 0.0% | 4,818 | 0.2% | Consumer Discretionary |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $440,851 | $145,504 ▲ | 49.3% | 19,412 | 0.2% | Manufacturing |
PFE Pfizer | $426,531 | $2,442 ▼ | -0.6% | 15,370 | 0.2% | Medical |
CSCO Cisco Systems | $421,049 | $1,597 ▲ | 0.4% | 8,436 | 0.2% | Computer and Technology |
DIS Walt Disney | $420,142 | $12,235 ▼ | -2.8% | 3,434 | 0.2% | Consumer Discretionary |
LOW Lowe's Companies | $414,700 | | 0.0% | 1,628 | 0.2% | Retail/Wholesale |
PFF iShares Preferred and Income Securities ETF | $413,113 | $47,892 ▼ | -10.4% | 12,818 | 0.2% | ETF |
COP ConocoPhillips | $388,288 | $1,145 ▲ | 0.3% | 3,051 | 0.2% | Oils/Energy |
SCHP Schwab U.S. TIPS ETF | $383,428 | | 0.0% | 7,351 | 0.2% | ETF |
SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $370,866 | $57,627 ▲ | 18.4% | 10,651 | 0.2% | ETF |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $366,431 | $13,270 ▼ | -3.5% | 3,645 | 0.2% | ETF |
VYM Vanguard High Dividend Yield Index Fund ETF Shares | $365,148 | | 0.0% | 3,018 | 0.2% | ETF |
AMD Advanced Micro Devices | $364,590 | $360,078 ▲ | 7,980.0% | 2,020 | 0.2% | Computer and Technology |
GE General Electric | $363,668 | | 0.0% | 2,072 | 0.2% | Transportation |
BNDX Vanguard Total International Bond ETF | $354,928 | $3,001 ▲ | 0.9% | 7,215 | 0.2% | ETF |
DVY iShares Select Dividend ETF | $323,789 | $1,724 ▲ | 0.5% | 2,629 | 0.2% | ETF |
HDV iShares Core High Dividend ETF | $323,631 | $1,102 ▲ | 0.3% | 2,936 | 0.2% | ETF |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $321,335 | $21,920 ▼ | -6.4% | 4,134 | 0.2% | ETF |
VZ Verizon Communications | $320,154 | $74,563 ▼ | -18.9% | 7,630 | 0.2% | Computer and Technology |
AWK American Water Works | $316,277 | $11,488 ▼ | -3.5% | 2,588 | 0.1% | Utilities |
