MGV Vanguard Mega Cap Value ETF | $78,727,774 | $11,066,575 ▼ | -12.3% | 600,060 | 12.2% | ETF |
MGK Vanguard Mega Cap Growth ETF | $58,778,413 | $3,271,001 ▼ | -5.3% | 160,522 | 9.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $32,007,260 | $4,214,907 ▼ | -11.6% | 322,654 | 5.0% | Finance |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $31,646,288 | $3,820,197 ▼ | -10.8% | 1,099,975 | 4.9% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $28,488,864 | $5,354,836 ▼ | -15.8% | 1,029,594 | 4.4% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $25,615,808 | $1,838,361 ▼ | -6.7% | 876,953 | 4.0% | ETF |
MGC Vanguard Mega Cap ETF | $22,011,472 | $41,160 ▼ | -0.2% | 97,864 | 3.4% | ETF |
VUG Vanguard Growth ETF | $21,387,562 | $964,490 ▼ | -4.3% | 48,785 | 3.3% | ETF |
SCHX Schwab US Large-Cap ETF | $18,767,709 | $977,208 ▼ | -4.9% | 767,910 | 2.9% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $16,987,196 | $1,950,064 ▼ | -10.3% | 59,732 | 2.6% | ETF |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $16,881,482 | $1,486,952 ▼ | -8.1% | 316,785 | 2.6% | Manufacturing |
SCHF Schwab International Equity ETF | $16,492,922 | $2,423,884 ▼ | -12.8% | 746,286 | 2.6% | ETF |
FREL Fidelity MSCI Real Estate Index ETF | $15,331,029 | $21,172 ▲ | 0.1% | 566,976 | 2.4% | ETF |
MUB iShares National Muni Bond ETF | $12,166,487 | $2,442,951 ▼ | -16.7% | 116,448 | 1.9% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $11,484,310 | $716,771 ▼ | -5.9% | 471,055 | 1.8% | ETF |
VTV Vanguard Value ETF | $11,216,025 | $1,491,700 ▲ | 15.3% | 63,460 | 1.7% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $11,051,380 | $1,656,243 ▼ | -13.0% | 209,465 | 1.7% | Manufacturing |
LIND Lindblad Expeditions | $10,974,608 | $5,835 ▼ | -0.1% | 940,412 | 1.7% | Consumer Discretionary |
VO Vanguard Mid-Cap ETF | $9,467,891 | $2,847,867 ▼ | -23.1% | 33,834 | 1.5% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $9,227,923 | $25,198 ▼ | -0.3% | 161,865 | 1.4% | ETF |
IMCV iShares Morningstar Mid-Cap Value ETF | $8,416,235 | $1,165,686 ▼ | -12.2% | 110,769 | 1.3% | ETF |
VBR Vanguard Small-Cap Value ETF | $8,047,566 | $2,256,876 ▼ | -21.9% | 41,267 | 1.2% | ETF |
VB Vanguard Small-Cap ETF | $7,983,149 | $20,854 ▲ | 0.3% | 33,687 | 1.2% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $7,532,522 | $77,979 ▲ | 1.0% | 268,540 | 1.2% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $7,039,415 | $690,939 ▼ | -8.9% | 117,266 | 1.1% | ETF |
SCHA Schwab US Small-Cap ETF | $6,511,955 | $337,147 ▼ | -4.9% | 257,390 | 1.0% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $6,242,700 | $75,605 ▲ | 1.2% | 78,524 | 1.0% | ETF |
AAPL Apple | $5,831,933 | $431,486 ▼ | -6.9% | 28,424 | 0.9% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $5,752,742 | $403,595 ▼ | -6.6% | 18,929 | 0.9% | ETF |
VV Vanguard Large-Cap ETF | $5,643,579 | $9,700 ▼ | -0.2% | 19,781 | 0.9% | ETF |
ISCG iShares Morningstar Small-Cap Growth ETF | $5,318,004 | $1,814,699 ▼ | -25.4% | 106,873 | 0.8% | ETF |
IVV iShares Core S&P 500 ETF | $5,293,825 | $107,416 ▲ | 2.1% | 8,526 | 0.8% | ETF |
VOO Vanguard S&P 500 ETF | $4,923,807 | $147,691 ▲ | 3.1% | 8,668 | 0.8% | ETF |
VBK Vanguard Small-Cap Growth ETF | $4,694,848 | $197,453 ▼ | -4.0% | 16,953 | 0.7% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $4,511,234 | $341,682 ▼ | -7.0% | 67,111 | 0.7% | ETF |
VOE Vanguard Mid-Cap Value ETF | $3,562,868 | $428,090 ▼ | -10.7% | 21,664 | 0.6% | ETF |
VNQ Vanguard Real Estate ETF | $3,501,425 | $579,430 ▼ | -14.2% | 39,315 | 0.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $3,065,154 | $8,650 ▲ | 0.3% | 4,961 | 0.5% | Finance |
NVDA NVIDIA | $2,901,225 | $308,402 ▼ | -9.6% | 18,363 | 0.5% | Computer and Technology |
MSFT Microsoft | $2,884,407 | $412,342 ▼ | -12.5% | 5,799 | 0.4% | Computer and Technology |
QQQ Invesco QQQ | $2,856,108 | $19,857 ▼ | -0.7% | 5,178 | 0.4% | Finance |
CAPR Capricor Therapeutics | $2,757,929 | | 0.0% | 277,737 | 0.4% | Medical |
VTEB Vanguard Tax-Exempt Bond ETF | $2,698,464 | $885,972 ▲ | 48.9% | 55,037 | 0.4% | ETF |
IMCG iShares Morningstar Mid-Cap Growth ETF | $2,634,751 | $266,845 ▼ | -9.2% | 32,840 | 0.4% | ETF |
IJR iShares Core S&P Small-Cap ETF | $2,487,873 | $254,755 ▼ | -9.3% | 22,764 | 0.4% | ETF |
AMZN Amazon.com | $2,377,749 | $12,505 ▲ | 0.5% | 10,838 | 0.4% | Retail/Wholesale |
BRK.B Berkshire Hathaway | $2,331,212 | $130,672 ▼ | -5.3% | 4,799 | 0.4% | Finance |
LLY Eli Lilly and Company | $2,276,031 | $60,039 ▼ | -2.6% | 2,919 | 0.4% | Medical |
JPM JPMorgan Chase & Co. | $2,119,719 | $61,458 ▼ | -2.8% | 7,312 | 0.3% | Finance |
XLK Technology Select Sector SPDR Fund | $1,921,255 | | 0.0% | 7,587 | 0.3% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $1,824,367 | $4,975 ▲ | 0.3% | 19,435 | 0.3% | ETF |
SCHH Schwab U.S. REIT ETF | $1,730,542 | $799,125 ▼ | -31.6% | 81,784 | 0.3% | ETF |
IEFA iShares Core MSCI EAFE ETF | $1,696,977 | $9,684 ▲ | 0.6% | 20,328 | 0.3% | ETF |
GOOG Alphabet | $1,677,579 | $103,773 ▼ | -5.8% | 9,457 | 0.3% | Computer and Technology |
CEG Constellation Energy | $1,651,486 | $323 ▲ | 0.0% | 5,117 | 0.3% | Energy |
SRLN SPDR Blackstone Senior Loan ETF | $1,612,819 | | 0.0% | 38,779 | 0.3% | ETF |
VYM Vanguard High Dividend Yield ETF | $1,378,046 | $855,380 ▲ | 163.7% | 10,338 | 0.2% | ETF |
VIG Vanguard Dividend Appreciation ETF | $1,314,903 | $82,284 ▼ | -5.9% | 6,424 | 0.2% | ETF |
VGT Vanguard Information Technology ETF | $1,307,959 | $80,959 ▲ | 6.6% | 1,971 | 0.2% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $1,168,788 | $2,869 ▲ | 0.2% | 23,631 | 0.2% | ETF |
BAC Bank of America | $1,162,101 | $23,329 ▼ | -2.0% | 24,558 | 0.2% | Finance |
MCK McKesson | $1,117,847 | | 0.0% | 1,525 | 0.2% | Medical |
SDY SPDR S&P Dividend ETF | $1,065,889 | $3,992,503 ▼ | -78.9% | 7,853 | 0.2% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $1,000,615 | $7,219,333 ▼ | -87.8% | 5,505 | 0.2% | ETF |
META Meta Platforms | $968,122 | $124,705 ▼ | -11.4% | 1,312 | 0.2% | Computer and Technology |
GOOGL Alphabet | $900,932 | $123,896 ▼ | -12.1% | 5,112 | 0.1% | Computer and Technology |
IBM International Business Machines | $807,534 | $10,024 ▲ | 1.3% | 2,739 | 0.1% | Computer and Technology |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $749,776 | $28,201 ▼ | -3.6% | 14,915 | 0.1% | Manufacturing |
SHV iShares Short Treasury Bond ETF | $748,428 | $71,552 ▲ | 10.6% | 6,778 | 0.1% | ETF |
SYK Stryker | $689,979 | $46,684 ▼ | -6.3% | 1,744 | 0.1% | Medical |
HDV iShares Core High Dividend ETF | $687,202 | | 0.0% | 5,865 | 0.1% | ETF |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $680,046 | | 0.0% | 8,090 | 0.1% | ETF |
XOM Exxon Mobil | $667,379 | $9,055 ▲ | 1.4% | 6,191 | 0.1% | Energy |
V Visa | $667,139 | $60,003 ▼ | -8.3% | 1,879 | 0.1% | Business Services |
MA Mastercard | $664,213 | $29,221 ▼ | -4.2% | 1,182 | 0.1% | Business Services |
ISCV iShares Morningstar Small-Cap Value ETF | $649,137 | $323,463 ▼ | -33.3% | 10,574 | 0.1% | ETF |
PEP PepsiCo | $630,836 | $26,411 ▲ | 4.4% | 4,777 | 0.1% | Consumer Staples |
ISHARES BITCOIN TRUST ETF
| $629,974 | | 0.0% | 10,292 | 0.1% | SHS BEN INT |
CVX Chevron | $616,070 | $13,891 ▼ | -2.2% | 4,302 | 0.1% | Energy |
EXC Exelon | $614,363 | $87 ▲ | 0.0% | 14,149 | 0.1% | Utilities |
IAU iShares Gold Trust | $601,400 | | 0.0% | 9,644 | 0.1% | Finance |
CORT Corcept Therapeutics | $565,180 | $183,500 ▲ | 48.1% | 7,700 | 0.1% | Medical |
PG Procter & Gamble | $510,308 | $137,176 ▼ | -21.2% | 3,203 | 0.1% | Consumer Staples |
VOOG Vanguard S&P 500 Growth ETF | $500,830 | | 0.0% | 1,263 | 0.1% | ETF |
COST Costco Wholesale | $497,290 | $26,747 ▼ | -5.1% | 502 | 0.1% | Retail/Wholesale |
CSX CSX | $494,247 | $489 ▼ | -0.1% | 15,147 | 0.1% | Transportation |
SCHB Schwab US Broad Market ETF | $469,551 | $3,860 ▲ | 0.8% | 19,705 | 0.1% | ETF |
WMT Walmart | $460,044 | $101,591 ▼ | -18.1% | 4,705 | 0.1% | Retail/Wholesale |
PLD Prologis | $457,277 | $4,729 ▲ | 1.0% | 4,351 | 0.1% | Finance |
KNX Knight-Swift Transportation | $454,817 | $227,033 ▲ | 99.7% | 10,283 | 0.1% | Transportation |
IJH iShares Core S&P Mid-Cap ETF | $448,353 | $40,624 ▲ | 10.0% | 7,229 | 0.1% | ETF |
SSB SouthState | $432,875 | | 0.0% | 4,704 | 0.1% | Finance |
MSTR Strategy | $409,485 | | 0.0% | 1,013 | 0.1% | Computer and Technology |
UNH UnitedHealth Group | $404,627 | $5,304 ▲ | 1.3% | 1,297 | 0.1% | Medical |
LOW Lowe's Companies | $402,694 | | 0.0% | 1,815 | 0.1% | Retail/Wholesale |
VFH Vanguard Financials ETF | $400,996 | | 0.0% | 3,150 | 0.1% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $397,669 | | 0.0% | 702 | 0.1% | ETF |
IWF iShares Russell 1000 Growth ETF | $392,313 | | 0.0% | 924 | 0.1% | ETF |
ABBV AbbVie | $377,364 | $22,089 ▼ | -5.5% | 2,033 | 0.1% | Medical |
YUM Yum! Brands | $366,406 | | 0.0% | 2,473 | 0.1% | Retail/Wholesale |
MarketBeat All Access