AAPL Apple | $370,519,099 | $27,349,315 ▼ | -6.9% | 1,668,028 | 4.2% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $306,132,928 | $25,129,157 ▲ | 8.9% | 595,694 | 3.4% | ETF |
LII Lennox International | $238,353,311 | $5,915,074 ▼ | -2.4% | 425,001 | 2.7% | Construction |
MSFT Microsoft | $212,124,993 | $3,943,472 ▲ | 1.9% | 565,079 | 2.4% | Computer and Technology |
NVDA NVIDIA | $202,102,283 | $11,138,323 ▼ | -5.2% | 1,864,756 | 2.3% | Computer and Technology |
BRK.B Berkshire Hathaway | $170,174,833 | $8,061,667 ▲ | 5.0% | 319,529 | 1.9% | Finance |
IVV iShares Core S&P 500 ETF | $165,811,941 | $4,800,866 ▲ | 3.0% | 295,092 | 1.9% | ETF |
VO Vanguard Mid-Cap ETF | $156,063,228 | $6,446,104 ▼ | -4.0% | 603,446 | 1.8% | ETF |
VTV Vanguard Value ETF | $149,442,003 | $382,964 ▼ | -0.3% | 865,127 | 1.7% | ETF |
SCHX Schwab US Large-Cap ETF | $132,274,581 | $4,288,444 ▼ | -3.1% | 5,990,697 | 1.5% | ETF |
VUG Vanguard Growth ETF | $115,953,037 | $6,970,294 ▼ | -5.7% | 312,694 | 1.3% | ETF |
AMZN Amazon.com | $105,079,436 | $634,517 ▼ | -0.6% | 552,294 | 1.2% | Retail/Wholesale |
SPY SPDR S&P 500 ETF Trust | $100,532,143 | $959,916 ▲ | 1.0% | 179,717 | 1.1% | Finance |
JPM JPMorgan Chase & Co. | $92,581,404 | $3,209,752 ▼ | -3.4% | 377,421 | 1.0% | Finance |
AGG iShares Core U.S. Aggregate Bond ETF | $91,665,971 | $1,769,777 ▲ | 2.0% | 926,668 | 1.0% | Finance |
BND Vanguard Total Bond Market ETF | $91,333,761 | $332,875 ▼ | -0.4% | 1,243,482 | 1.0% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $91,218,964 | $4,012,535 ▲ | 4.6% | 3,642,930 | 1.0% | ETF |
V Visa | $86,927,905 | $8,905,906 ▲ | 11.4% | 248,039 | 1.0% | Business Services |
VTI Vanguard Total Stock Market ETF | $86,885,410 | $1,399,760 ▼ | -1.6% | 316,131 | 1.0% | ETF |
GOOGL Alphabet | $80,455,426 | $7,577,200 ▲ | 10.4% | 520,276 | 0.9% | Computer and Technology |
VONG Vanguard Russell 1000 Growth ETF | $79,842,369 | $6,523,509 ▲ | 8.9% | 860,463 | 0.9% | ETF |
IWF iShares Russell 1000 Growth ETF | $77,502,274 | $6,054,403 ▼ | -7.2% | 214,634 | 0.9% | ETF |
QQQ Invesco QQQ | $70,452,938 | $1,249,204 ▲ | 1.8% | 150,245 | 0.8% | Finance |
META Meta Platforms | $69,318,752 | $3,881,781 ▼ | -5.3% | 120,270 | 0.8% | Computer and Technology |
CVX Chevron | $68,917,568 | $1,058,778 ▼ | -1.5% | 411,965 | 0.8% | Energy |
MUB iShares National Muni Bond ETF | $68,596,491 | $11,096,290 ▲ | 19.3% | 650,574 | 0.8% | ETF |
LLY Eli Lilly and Company | $65,593,870 | $7,847,809 ▲ | 13.6% | 79,420 | 0.7% | Medical |
PG Procter & Gamble | $64,784,448 | $5,866,535 ▲ | 10.0% | 380,146 | 0.7% | Consumer Staples |
VEA Vanguard FTSE Developed Markets ETF | $57,803,278 | $1,857,837 ▼ | -3.1% | 1,137,188 | 0.6% | ETF |
HD Home Depot | $56,534,991 | $1,245,330 ▲ | 2.3% | 154,261 | 0.6% | Retail/Wholesale |
DFUV Dimensional US Marketwide Value ETF | $56,272,521 | $1,032,022 ▲ | 1.9% | 1,365,506 | 0.6% | ETF |
XOM Exxon Mobil | $54,744,578 | $213,955 ▲ | 0.4% | 460,309 | 0.6% | Energy |
DDS Dillard's | $54,658,134 | $48,348 ▼ | -0.1% | 152,621 | 0.6% | Retail/Wholesale |
VIG Vanguard Dividend Appreciation ETF | $54,215,777 | $521,445 ▲ | 1.0% | 279,477 | 0.6% | ETF |
IBM International Business Machines | $52,873,665 | $62,911 ▲ | 0.1% | 212,634 | 0.6% | Computer and Technology |
JNJ Johnson & Johnson | $52,789,059 | $8,148,719 ▲ | 18.3% | 318,313 | 0.6% | Medical |
EFV iShares MSCI EAFE Value ETF | $51,305,909 | $1,986,631 ▼ | -3.7% | 870,477 | 0.6% | ETF |
AJG Arthur J. Gallagher & Co. | $48,472,141 | $43,846 ▲ | 0.1% | 140,401 | 0.5% | Finance |
EFG iShares MSCI EAFE Growth ETF | $46,764,530 | $5,068,303 ▼ | -9.8% | 467,645 | 0.5% | ETF |
AVGO Broadcom | $42,255,105 | $8,394,430 ▼ | -16.6% | 252,375 | 0.5% | Computer and Technology |
SCHM Schwab U.S. Mid-Cap ETF | $41,791,979 | $1,182,327 ▼ | -2.8% | 1,595,114 | 0.5% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $41,266,958 | $631,264 ▼ | -1.5% | 1,250,893 | 0.5% | ETF |
WMT Walmart | $41,070,163 | $1,035,219 ▲ | 2.6% | 467,823 | 0.5% | Retail/Wholesale |
PFE Pfizer | $38,435,868 | $14,076,676 ▲ | 57.8% | 1,516,806 | 0.4% | Medical |
IEFA iShares Core MSCI EAFE ETF | $36,622,224 | $1,068,026 ▼ | -2.8% | 484,101 | 0.4% | ETF |
SCHD Schwab US Dividend Equity ETF | $36,573,636 | $2,890,281 ▼ | -7.3% | 1,308,070 | 0.4% | ETF |
PEP PepsiCo | $36,488,235 | $463,740 ▲ | 1.3% | 239,352 | 0.4% | Consumer Staples |
FTNT Fortinet | $35,770,120 | $91,543 ▲ | 0.3% | 371,599 | 0.4% | Computer and Technology |
IWB iShares Russell 1000 ETF | $35,403,995 | $304,593 ▲ | 0.9% | 115,420 | 0.4% | ETF |
PANW Palo Alto Networks | $34,640,716 | $255,277 ▲ | 0.7% | 203,005 | 0.4% | Computer and Technology |
GLD SPDR Gold Shares | $34,639,783 | $489,260 ▼ | -1.4% | 120,219 | 0.4% | Finance |
ET Energy Transfer | $33,667,966 | $9,367,299 ▲ | 38.5% | 1,811,079 | 0.4% | Energy |
COST Costco Wholesale | $33,374,009 | $3,893,808 ▼ | -10.4% | 35,287 | 0.4% | Retail/Wholesale |
DBEF Xtrackers MSCI EAFE Hedged Equity ETF | $33,283,522 | $1,261,718 ▲ | 3.9% | 768,673 | 0.4% | ETF |
MCD McDonald's | $33,277,978 | $1,132,964 ▼ | -3.3% | 106,534 | 0.4% | Retail/Wholesale |
VGSH Vanguard Short-Term Treasury ETF | $32,594,873 | $1,666,266 ▲ | 5.4% | 555,374 | 0.4% | ETF |
UNH UnitedHealth Group | $31,763,228 | $807,096 ▲ | 2.6% | 60,646 | 0.4% | Medical |
DIS Walt Disney | $31,067,876 | $9,982,412 ▲ | 47.3% | 314,771 | 0.3% | Consumer Discretionary |
RTX RTX | $30,252,521 | $5,856,185 ▲ | 24.0% | 228,390 | 0.3% | Aerospace |
VYM Vanguard High Dividend Yield ETF | $30,104,771 | $266,431 ▼ | -0.9% | 233,443 | 0.3% | ETF |
ABT Abbott Laboratories | $29,630,595 | $744,831 ▲ | 2.6% | 223,374 | 0.3% | Medical |
OKE ONEOK | $29,627,737 | $2,322,240 ▲ | 8.5% | 298,607 | 0.3% | Energy |
VONE Vanguard Russell 1000 ETF | $29,449,007 | $833,676 ▼ | -2.8% | 116,005 | 0.3% | ETF |
SCHF Schwab International Equity ETF | $29,398,115 | $637,529 ▼ | -2.1% | 1,486,255 | 0.3% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $29,392,152 | $1,038,169 ▲ | 3.7% | 169,671 | 0.3% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $29,092,275 | $11,099,617 ▲ | 61.7% | 275,495 | 0.3% | ETF |
DUHP Dimensional US High Profitability ETF | $28,993,282 | $2,742,434 ▲ | 10.4% | 874,873 | 0.3% | ETF |
AMGN Amgen | $28,895,814 | $170,417 ▲ | 0.6% | 92,749 | 0.3% | Medical |
WFC Wells Fargo & Company | $28,653,732 | $724,432 ▼ | -2.5% | 399,133 | 0.3% | Finance |
GOOG Alphabet | $27,983,209 | $781,308 ▲ | 2.9% | 179,115 | 0.3% | Computer and Technology |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $27,909,583 | $207,905 ▲ | 0.8% | 228,748 | 0.3% | ETF |
CAT Caterpillar | $27,028,815 | $451,167 ▼ | -1.6% | 81,955 | 0.3% | Industrials |
ORCL Oracle | $26,887,380 | $5,125,567 ▲ | 23.6% | 192,314 | 0.3% | Computer and Technology |
LOW Lowe's Companies | $26,719,243 | $642,781 ▼ | -2.3% | 114,562 | 0.3% | Retail/Wholesale |
MGV Vanguard Mega Cap Value ETF | $26,173,568 | $2,044,818 ▼ | -7.2% | 203,148 | 0.3% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $25,961,816 | $260,537 ▲ | 1.0% | 976,743 | 0.3% | ETF |
IVW iShares S&P 500 Growth ETF | $25,944,911 | $1,003,123 ▲ | 4.0% | 279,488 | 0.3% | ETF |
MA Mastercard | $25,848,339 | $442,334 ▲ | 1.7% | 47,158 | 0.3% | Business Services |
ABBV AbbVie | $25,809,914 | $83,808 ▼ | -0.3% | 123,186 | 0.3% | Medical |
DFCF Dimensional Core Fixed Income ETF | $25,606,220 | $440,579 ▼ | -1.7% | 608,802 | 0.3% | ETF |
MGK Vanguard Mega Cap Growth ETF | $25,454,297 | $1,671,048 ▼ | -6.2% | 82,408 | 0.3% | ETF |
DFIV Dimensional International Value ETF | $25,251,794 | $3,339,144 ▼ | -11.7% | 641,560 | 0.3% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $25,133,532 | $2,592,041 ▲ | 11.5% | 439,859 | 0.3% | ETF |
ADP Automatic Data Processing | $25,108,328 | $157,347 ▲ | 0.6% | 82,180 | 0.3% | Business Services |
MRK Merck & Co., Inc. | $24,984,804 | $3,812,379 ▲ | 18.0% | 278,351 | 0.3% | Medical |
DFLV Dimensional US Large Cap Value ETF | $24,083,723 | $1,240,898 ▲ | 5.4% | 787,822 | 0.3% | ETF |
AMD Advanced Micro Devices | $24,010,657 | $9,204,173 ▼ | -27.7% | 233,703 | 0.3% | Computer and Technology |
VTEB Vanguard Tax-Exempt Bond ETF | $23,710,757 | $2,375,011 ▼ | -9.1% | 477,847 | 0.3% | ETF |
T AT&T | $23,592,134 | $23,614 ▼ | -0.1% | 834,234 | 0.3% | Computer and Technology |
SPEM SPDR Portfolio Emerging Markets ETF | $23,053,223 | $1,497,202 ▲ | 6.9% | 585,553 | 0.3% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $22,693,494 | $458,806 ▼ | -2.0% | 388,920 | 0.3% | ETF |
ABEQ Absolute Select Value ETF | $22,316,412 | $2,059,421 ▲ | 10.2% | 654,824 | 0.3% | ETF |
CSCO Cisco Systems | $22,227,273 | $2,396,941 ▼ | -9.7% | 360,189 | 0.2% | Computer and Technology |
VOE Vanguard Mid-Cap Value ETF | $21,949,076 | $935,950 ▼ | -4.1% | 136,720 | 0.2% | ETF |
LMT Lockheed Martin | $21,851,686 | $2,648,987 ▼ | -10.8% | 48,917 | 0.2% | Aerospace |
IAU iShares Gold Trust | $21,504,127 | $502,752 ▼ | -2.3% | 364,724 | 0.2% | Finance |
BSV Vanguard Short-Term Bond ETF | $21,176,020 | $1,097,878 ▲ | 5.5% | 270,516 | 0.2% | ETF |
DFUS Dimensional U.S. Equity ETF | $21,152,608 | $1,807,140 ▲ | 9.3% | 349,746 | 0.2% | ETF |
VGLT Vanguard Long-Term Treasury ETF | $21,076,991 | $6,768,608 ▼ | -24.3% | 365,856 | 0.2% | ETF |
IWR iShares Russell Mid-Cap ETF | $21,003,833 | $2,176,002 ▲ | 11.6% | 246,901 | 0.2% | ETF |
