PRF Invesco RAFI US 1000 ETF | $74,695,235 | $296,397 â–² | 0.4% | 1,571,539 | 10.2% | ETF |
DFAI Dimensional International Core Equity Market ETF | $71,297,150 | $1,388,067 â–² | 2.0% | 1,830,009 | 9.7% | ETF |
AGOX Adaptive Alpha Opportunities ETF | $59,534,767 | $1,346,546 â–² | 2.3% | 2,236,468 | 8.1% | ETF |
VOE Vanguard Mid-Cap Value ETF | $56,420,892 | $1,046,712 â–² | 1.9% | 306,169 | 7.7% | ETF |
IJR iShares Core S&P Small-Cap ETF | $50,713,196 | $211,079 â–² | 0.4% | 407,957 | 6.9% | ETF |
VTV Vanguard Value ETF | $40,151,797 | $40,810 â–² | 0.1% | 204,647 | 5.5% | ETF |
JGRO JPMorgan Active Growth ETF | $38,310,889 | $974,769 â–² | 2.6% | 453,276 | 5.2% | ETF |
SPLV Invesco S&P 500 Low Volatility ETF | $27,577,528 | $946,798 â–² | 3.6% | 377,051 | 3.8% | ETF |
FNDX Schwab Fundamental U.S. Large Company ETF | $27,504,920 | $254,438 â–¼ | -0.9% | 987,609 | 3.8% | ETF |
VXUS Vanguard Total International Stock ETF | $15,615,671 | $49,196 â–² | 0.3% | 202,512 | 2.1% | ETF |
IEFA iShares Core MSCI EAFE ETF | $14,699,888 | $482,525 â–¼ | -3.2% | 162,376 | 2.0% | ETF |
IWD iShares Russell 1000 Value ETF | $14,595,964 | $324,777 â–¼ | -2.2% | 68,311 | 2.0% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $14,345,006 | $617,788 â–² | 4.5% | 74,745 | 2.0% | ETF |
VTI Vanguard Total Stock Market ETF | $13,920,405 | $560,461 â–¼ | -3.9% | 43,391 | 1.9% | ETF |
SPY SPDR S&P 500 ETF Trust | $13,115,407 | $5,853 â–² | 0.0% | 20,167 | 1.8% | Finance |
FLRG Fidelity U.S. Multifactor ETF | $11,881,374 | $1,162,307 â–² | 10.8% | 322,951 | 1.6% | ETF |
VB Vanguard Small-Cap ETF | $10,835,927 | $206,917 â–¼ | -1.9% | 41,371 | 1.5% | ETF |
VIOO Vanguard S&P Small-Cap 600 ETF | $10,731,552 | $92,438 â–¼ | -0.9% | 93,456 | 1.5% | ETF |
FIDELITY WISE ORIGIN BITCOIN
| $9,281,919 | $3,441,266 â–² | 58.9% | 157,241 | 1.3% | SHS |
AAPL Apple | $8,537,566 | $200,496 â–² | 2.4% | 33,640 | 1.2% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $8,319,119 | $62,743 â–² | 0.8% | 13,922 | 1.1% | ETF |
JNJ Johnson & Johnson | $7,322,934 | $193,108 â–¼ | -2.6% | 29,958 | 1.0% | Medical |
AH RLTY TR INC
| $5,628,700 | | 0.0% | 1,023,400 | 0.8% | COM |
AMZN Amazon.com | $5,395,443 | $137,458 â–² | 2.6% | 25,906 | 0.7% | Retail/Wholesale |
AON AON | $5,360,902 | $1,291 â–¼ | 0.0% | 16,609 | 0.7% | Finance |
IWF iShares Russell 1000 Growth ETF | $5,269,557 | $173,975 â–¼ | -3.2% | 12,358 | 0.7% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $5,169,453 | $289,282 â–¼ | -5.3% | 51,376 | 0.7% | ETF |
MSFT Microsoft | $4,667,850 | $537,488 â–¼ | -10.3% | 12,610 | 0.6% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $3,585,470 | $60,095 â–² | 1.7% | 5,489 | 0.5% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $3,511,283 | $48,896 â–¼ | -1.4% | 13,644 | 0.5% | ETF |
MSI Motorola Solutions | $2,714,048 | | 0.0% | 6,254 | 0.4% | Computer and Technology |
USMV iShares MSCI USA Min Vol Factor ETF | $2,672,489 | $68,628 â–² | 2.6% | 28,817 | 0.4% | ETF |
BRK.B Berkshire Hathaway | $2,554,615 | $19,168 â–² | 0.8% | 5,331 | 0.3% | Finance |
IEMG iShares Core MSCI Emerging Markets ETF | $2,323,503 | $42,268 â–¼ | -1.8% | 33,312 | 0.3% | ETF |
HD Home Depot | $2,189,750 | $32,231 â–² | 1.5% | 6,658 | 0.3% | Retail/Wholesale |
IWB iShares Russell 1000 ETF | $2,074,941 | $44,573 â–¼ | -2.1% | 5,819 | 0.3% | ETF |
EFA iShares MSCI EAFE ETF | $2,027,880 | $151,523 â–² | 8.1% | 20,878 | 0.3% | Finance |
GOOG Alphabet | $2,005,529 | $55,940 â–¼ | -2.7% | 6,991 | 0.3% | Computer and Technology |
AVDE Avantis International Equity ETF | $1,994,515 | $49,717 â–¼ | -2.4% | 23,509 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $1,851,737 | | 0.0% | 6,295 | 0.3% | Finance |
V Visa | $1,846,384 | $48,358 â–² | 2.7% | 6,109 | 0.3% | Business Services |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $1,824,101 | $24,213 â–² | 1.3% | 12,807 | 0.2% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $1,779,353 | $508,827 â–¼ | -22.2% | 2,885 | 0.2% | ETF |
GOOGL Alphabet | $1,755,630 | $30,195 â–¼ | -1.7% | 6,105 | 0.2% | Computer and Technology |
KO CocaCola | $1,750,245 | $26,694 â–¼ | -1.5% | 23,014 | 0.2% | Consumer Staples |
NVDA NVIDIA | $1,726,388 | $144,403 â–¼ | -7.7% | 9,899 | 0.2% | Computer and Technology |
IJJ iShares S&P Mid-Cap 400 Value ETF | $1,559,393 | $125,875 â–¼ | -7.5% | 11,769 | 0.2% | ETF |
AFL Aflac | $1,543,181 | $7,789 â–¼ | -0.5% | 14,066 | 0.2% | Finance |
MDYV SPDR S&P 400 Mid Cap Value ETF | $1,307,138 | $58,839 â–¼ | -4.3% | 15,351 | 0.2% | ETF |
WALMART INC
| $1,272,751 | $19,512 â–² | 1.6% | 10,241 | 0.2% | COM |
SUSA iShares MSCI USA ESG Select ETF | $1,233,682 | | 0.0% | 9,339 | 0.2% | ETF |
JAAA Janus Henderson AAA CLO ETF | $1,212,507 | $411,523 â–² | 51.4% | 24,072 | 0.2% | ETF |
XOM ExxonMobil | $1,185,245 | $11,367 â–² | 1.0% | 6,986 | 0.2% | Energy |
IVW iShares S&P 500 Growth ETF | $1,147,501 | | 0.0% | 10,145 | 0.2% | ETF |
UNP Union Pacific | $1,066,315 | $8,006 â–² | 0.8% | 4,395 | 0.1% | Transportation |
TGRW T. Rowe Price Growth Stock ETF | $1,047,883 | | 0.0% | 25,875 | 0.1% | ETF |
META Meta Platforms | $1,027,318 | $51,480 â–² | 5.3% | 1,796 | 0.1% | Computer and Technology |
IJH iShares Core S&P Mid-Cap ETF | $986,816 | $10,130 â–² | 1.0% | 14,613 | 0.1% | ETF |
FIDELITY COVINGTON TRUST
| $982,297 | $714,421 â–² | 266.7% | 26,406 | 0.1% | ENHANCED INTL |
NOC Northrop Grumman | $980,946 | $2,729 â–² | 0.3% | 1,438 | 0.1% | Aerospace |
IDEV iShares Core MSCI International Developed Markets ETF | $975,429 | $31,088 â–² | 3.3% | 11,672 | 0.1% | ETF |
IBM International Business Machines | $973,386 | $170,633 â–¼ | -14.9% | 4,016 | 0.1% | Computer and Technology |
IVE iShares S&P 500 Value ETF | $967,489 | | 0.0% | 4,582 | 0.1% | ETF |
PG Procter & Gamble | $943,771 | $31,343 â–² | 3.4% | 6,534 | 0.1% | Consumer Staples |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $889,185 | $72,480 â–¼ | -7.5% | 18,402 | 0.1% | ETF |
VT Vanguard Total World Stock ETF | $875,704 | $16,183 â–¼ | -1.8% | 6,331 | 0.1% | ETF |
CSCO Cisco Systems | $861,327 | $3,414 â–² | 0.4% | 11,101 | 0.1% | Computer and Technology |
AZNCF AstraZeneca | $854,061 | $854,061 â–² | New Holding | 4,331 | 0.1% | Medical |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $841,670 | $266,510 â–¼ | -24.0% | 8,369 | 0.1% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $840,335 | $27,532 â–² | 3.4% | 7,661 | 0.1% | ETF |
CMI Cummins | $839,311 | | 0.0% | 1,560 | 0.1% | Auto/Tires/Trucks |
EEM iShares MSCI Emerging Markets ETF | $808,690 | $10,222 â–¼ | -1.2% | 14,240 | 0.1% | Finance |
DFIS Dimensional International Small Cap ETF | $793,050 | $148,651 â–² | 23.1% | 23,554 | 0.1% | ETF |
GE GE Aerospace | $755,680 | $67,254 â–¼ | -8.2% | 2,663 | 0.1% | Aerospace |
IUSV iShares Core S&P U.S. Value ETF | $755,525 | $8,282 â–² | 1.1% | 7,389 | 0.1% | Manufacturing |
AMT American Tower | $749,860 | $15,705 â–² | 2.1% | 4,345 | 0.1% | Finance |
CVX Chevron | $743,806 | $42,001 â–² | 6.0% | 3,595 | 0.1% | Energy |
VNQ Vanguard Real Estate ETF | $743,217 | $53,220 â–¼ | -6.7% | 8,379 | 0.1% | ETF |
EMR Emerson Electric | $742,621 | $655 â–¼ | -0.1% | 5,668 | 0.1% | Industrials |
XME SPDR S&P Metals & Mining ETF | $700,553 | $182,537 â–² | 35.2% | 6,486 | 0.1% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $671,019 | | 0.0% | 8,935 | 0.1% | ETF |
SBAC SBA Communications | $660,902 | | 0.0% | 3,840 | 0.1% | Finance |
AOA iShares Core 80/20 Aggressive Allocation ETF | $652,348 | $88,932 â–¼ | -12.0% | 7,372 | 0.1% | ETF |
VZ Verizon Communications | $637,772 | $10,341 â–² | 1.6% | 12,705 | 0.1% | Computer and Technology |
XLK Technology Select Sector SPDR Fund | $631,175 | | 0.0% | 4,749 | 0.1% | ETF |
TSLA Tesla | $598,889 | $169,890 â–² | 39.6% | 1,611 | 0.1% | Auto/Tires/Trucks |
GE VERNOVA INC
| $583,097 | | 0.0% | 668 | 0.1% | COM |
DIS Walt Disney | $560,064 | $2,795 â–¼ | -0.5% | 5,811 | 0.1% | Consumer Discretionary |
BAC Bank of America | $553,643 | $3,656 â–² | 0.7% | 11,357 | 0.1% | Finance |
OLN Olin | $541,918 | | 0.0% | 18,228 | 0.1% | Basic Materials |
AVGO Broadcom | $538,934 | $77,079 â–² | 16.7% | 1,741 | 0.1% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $536,575 | | 0.0% | 2,495 | 0.1% | ETF |
LLY Eli Lilly and Company | $525,189 | $35,871 â–² | 7.3% | 571 | 0.1% | Medical |
VTEB Vanguard Tax-Exempt Bond ETF | $521,201 | | 0.0% | 10,447 | 0.1% | ETF |
NEE NextEra Energy | $509,911 | $1,579 â–¼ | -0.3% | 5,490 | 0.1% | Utilities |
URI United Rentals | $496,878 | $1,457 â–¼ | -0.3% | 682 | 0.1% | Construction |
PM Philip Morris International | $490,894 | $5,126 â–¼ | -1.0% | 2,969 | 0.1% | Consumer Staples |
TT Trane Technologies | $480,918 | $1,250 â–¼ | -0.3% | 1,154 | 0.1% | Construction |
IWP iShares Russell Mid-Cap Growth ETF | $467,510 | | 0.0% | 3,649 | 0.1% | ETF |
ABBV AbbVie | $466,081 | $21,749 â–² | 4.9% | 2,143 | 0.1% | Medical |
