VUG Vanguard Growth ETF | $75,793,638 | $63,101,340 â–² | 497.2% | 879,889 | 9.1% | ETF |
VTV Vanguard Value ETF | $68,796,360 | $156,474 â–¼ | -0.2% | 315,681 | 8.3% | ETF |
IVW iShares S&P 500 Growth ETF | $40,832,932 | $233,939 â–² | 0.6% | 296,902 | 4.9% | ETF |
IEUR iShares Core MSCI Europe ETF | $36,213,674 | $2,291,332 â–¼ | -6.0% | 481,757 | 4.3% | ETF |
MGK Vanguard Mega Cap Growth ETF | $36,035,364 | $28,001,533 â–² | 348.5% | 409,912 | 4.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $26,960,360 | $1,936,355 â–¼ | -6.7% | 36,103 | 3.2% | ETF |
MGV Vanguard Mega Cap Value ETF | $25,977,109 | $51,323 â–² | 0.2% | 158,930 | 3.1% | ETF |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | $21,856,686 | $1,487 â–¼ | 0.0% | 426,139 | 2.6% | ETF |
TIP iShares TIPS Bond ETF | $21,489,097 | $21,489,097 â–² | New Holding | 196,373 | 2.6% | ETF |
AAPL Apple | $18,953,379 | $319,164 â–¼ | -1.7% | 65,501 | 2.3% | Technology |
JMBS Janus Henderson Mortgage-Backed Securities ETF | $17,450,007 | $76,618 â–² | 0.4% | 387,864 | 2.1% | ETF |
IVE iShares S&P 500 Value ETF | $17,423,676 | $142,140 â–² | 0.8% | 76,736 | 2.1% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $17,213,430 | $3,378,597 â–² | 24.4% | 178,396 | 2.1% | ETF |
JAAA Janus Henderson AAA CLO ETF | $16,790,715 | $7,891,997 â–² | 88.7% | 332,555 | 2.0% | ETF |
VPL Vanguard FTSE Pacific ETF | $16,452,506 | $568,154 â–¼ | -3.3% | 142,212 | 2.0% | ETF |
iShares A.I. Innovation and Te
| $15,282,105 | $285,321 â–¼ | -1.8% | 289,873 | 1.8% | COM |
CAT Caterpillar | $14,034,317 | $509,022 â–¼ | -3.5% | 13,179 | 1.7% | Industrials |
ESGU iShares ESG Aware MSCI USA ETF | $13,732,895 | $166,452 â–¼ | -1.2% | 83,906 | 1.6% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $12,803,326 | $219,600 â–¼ | -1.7% | 214,497 | 1.5% | ETF |
IPAC iShares Core MSCI Pacific ETF | $12,156,036 | $59,072 â–² | 0.5% | 148,371 | 1.5% | ETF |
AMZN Amazon.com | $11,741,105 | $919,754 â–¼ | -7.3% | 49,262 | 1.4% | Consumer Discretionary |
IJK iShares S&P Mid-Cap 400 Growth ETF | $11,679,852 | $142,057 â–² | 1.2% | 99,403 | 1.4% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $11,580,535 | $365,573 â–² | 3.3% | 139,794 | 1.4% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $11,446,596 | $148,912 â–² | 1.3% | 77,483 | 1.4% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $11,038,207 | $7,461 â–² | 0.1% | 50,304 | 1.3% | ETF |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $11,009,799 | $125,138 â–¼ | -1.1% | 161,885 | 1.3% | ETF |
GOOG Alphabet | $9,997,472 | $1,034,550 â–² | 11.5% | 28,295 | 1.2% | Communication Services |
MSFT Microsoft | $8,460,925 | $48,866 â–¼ | -0.6% | 22,682 | 1.0% | Technology |
GLW Corning | $8,198,026 | $3,720,338 â–¼ | -31.2% | 32,095 | 1.0% | Technology |
IJT iShares S&P Small-Cap 600 Growth ETF | $8,012,710 | $3,242,483 â–² | 68.0% | 44,864 | 1.0% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $7,968,034 | $2,531,040 â–² | 46.6% | 58,297 | 1.0% | ETF |
Ge Vernova Llc Com
| $7,774,049 | $38,770 â–¼ | -0.5% | 6,617 | 0.9% | COM |
JPM JPMorgan Chase & Co. | $7,519,508 | $31,424 â–¼ | -0.4% | 22,972 | 0.9% | Finance |
GOOGL Alphabet | $7,406,196 | $657,924 â–¼ | -8.2% | 20,724 | 0.9% | Communication Services |
EFIV SPDR S&P 500 ESG ETF | $7,035,047 | $8,095 â–² | 0.1% | 96,463 | 0.8% | ETF |
V Visa | $6,858,712 | | 0.0% | 19,991 | 0.8% | Finance |
UNH UnitedHealth Group | $6,853,125 | $122,192 â–¼ | -1.8% | 16,489 | 0.8% | Healthcare |
Janus Henderson Securitized In
| $6,789,924 | $3,092,567 â–² | 83.6% | 132,590 | 0.8% | COM |
JPMorgan BetaBuilders Canada E
| $5,990,739 | $56,161 â–¼ | -0.9% | 60,269 | 0.7% | COM |
META Meta Platforms | $5,699,368 | $119,981 â–¼ | -2.1% | 10,118 | 0.7% | Communication Services |
HD Home Depot | $5,624,779 | $21,866 â–¼ | -0.4% | 15,949 | 0.7% | Consumer Discretionary |
SPDR S&P Midcap 400
| $4,943,999 | $1,116,251 â–¼ | -18.4% | 7,029 | 0.6% | COM |
Exxon Mobil Corp
| $4,811,587 | $4,811,587 â–² | New Holding | 35,193 | 0.6% | COM |
C Citigroup | $4,811,265 | | 0.0% | 34,376 | 0.6% | Finance |
BA Boeing | $4,599,988 | | 0.0% | 21,250 | 0.6% | Industrials |
ESGD iShares ESG Aware MSCI EAFE ETF | $4,530,220 | $217,854 â–¼ | -4.6% | 44,064 | 0.5% | ETF |
BLK BlackRock | $4,527,986 | | 0.0% | 4,709 | 0.5% | Finance |
VGK Vanguard FTSE Europe ETF | $4,293,128 | $1,215,212 â–¼ | -22.1% | 48,488 | 0.5% | ETF |
Mkt Vctrs J P Mrgn Em
| $4,157,334 | $91,403 â–¼ | -2.2% | 162,650 | 0.5% | COM |
IXUS iShares Core MSCI Total International Stock ETF | $3,908,243 | $1,241 â–² | 0.0% | 40,950 | 0.5% | ETF |
MKL Markel Group | $3,900,161 | $1,724,508 â–² | 79.3% | 1,997 | 0.5% | Finance |
JNJ Johnson & Johnson | $3,827,074 | $879,752 â–¼ | -18.7% | 15,069 | 0.5% | Healthcare |
IJR iShares Core S&P Small-Cap ETF | $3,197,096 | $2,298,047 â–² | 255.6% | 21,557 | 0.4% | ETF |
VB Vanguard Small-Cap ETF | $3,146,398 | | 0.0% | 1,038 | 0.4% | ETF |
ESGE iShares ESG Aware MSCI EM ETF | $3,056,733 | $174,133 â–² | 6.0% | 55,892 | 0.4% | ETF |
PowerShares QQQ Trust Unit Ser
| $2,511,505 | $3,681 â–² | 0.1% | 3,411 | 0.3% | COM |
STIP iShares 0-5 Year TIPS Bond ETF | $2,430,203 | $470,451 â–² | 24.0% | 23,788 | 0.3% | ETF |
QQQM Invesco NASDAQ 100 ETF | $2,356,501 | $1,763,892 â–¼ | -42.8% | 7,778 | 0.3% | ETF |
IBM International Business Machines | $2,345,296 | $6,749 â–² | 0.3% | 8,340 | 0.3% | Technology |
General Electric Co
| $2,335,813 | $254,510 â–¼ | -9.8% | 6,250 | 0.3% | COM |
SPLG SPDR Portfolio S&P 500 ETF | $2,277,006 | $1,283,546 â–² | 129.2% | 25,911 | 0.3% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $2,273,937 | $78,226 â–¼ | -3.3% | 99,822 | 0.3% | ETF |
GS The Goldman Sachs Group | $2,219,957 | $21,239 â–¼ | -0.9% | 2,195 | 0.3% | Finance |
VCSH Vanguard Short-Term Corporate Bond ETF | $2,173,896 | $299,210 â–² | 16.0% | 27,507 | 0.3% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $2,170,369 | $1,983,180 â–² | 1,059.5% | 264,332 | 0.3% | ETF |
PFF iShares Preferred and Income Securities ETF | $2,068,198 | $2,068,198 â–² | New Holding | 67,832 | 0.2% | ETF |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $1,558,545 | $262,535 â–² | 20.3% | 27,866 | 0.2% | ETF |
NEU NewMarket | $1,533,423 | $2,452,844 â–¼ | -61.5% | 1,938 | 0.2% | Materials |
Cohen & Steers Pref & Inc Opps
| $1,525,993 | $1,525,993 â–² | New Holding | 58,512 | 0.2% | COM |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $1,514,316 | | 0.0% | 16,679 | 0.2% | ETF |
Merck & Co Inc
| $1,477,622 | $949,872 â–¼ | -39.1% | 11,499 | 0.2% | COM |
BRK.B Berkshire Hathaway | $1,318,528 | $229,679 â–² | 21.1% | 2,635 | 0.2% | Finance |
MMM 3M | $1,295,280 | | 0.0% | 8,000 | 0.2% | Industrials |
NVDA NVIDIA | $1,235,956 | $49,022 â–¼ | -3.8% | 6,177 | 0.1% | Technology |
APH Amphenol | $1,234,240 | $80,049 â–¼ | -6.1% | 7,000 | 0.1% | Technology |
ALB Albemarle | $1,200,687 | $2,162,506 â–¼ | -64.3% | 8,892 | 0.1% | Materials |
ABBV AbbVie | $1,184,973 | $517,120 â–¼ | -30.4% | 4,709 | 0.1% | Healthcare |
Marvell Technology Group
| $1,165,048 | $101,283 â–¼ | -8.0% | 3,911 | 0.1% | COM |
D Dominion Energy | $1,066,895 | $130,024 â–¼ | -10.9% | 15,623 | 0.1% | Utilities |
IJH iShares Core S&P Mid-Cap ETF | $1,046,548 | $389,564 â–² | 59.3% | 13,572 | 0.1% | ETF |
IWV iShares Russell 3000 ETF | $999,482 | | 0.0% | 2,344 | 0.1% | ETF |
IEF iShares 7-10 Year Treasury Bond ETF | $959,315 | $31,606,989 â–¼ | -97.1% | 10,144 | 0.1% | ETF |
VOO Vanguard S&P 500 ETF | $943,277 | $5,841,722 â–¼ | -86.1% | 1,373 | 0.1% | ETF |
KO CocaCola | $936,881 | $97,524 â–¼ | -9.4% | 11,528 | 0.1% | Consumer Staples |
NSC Norfolk Southern | $886,829 | $53,480 â–¼ | -5.7% | 2,819 | 0.1% | Industrials |
XBI SPDR S&P Biotech ETF | $850,910 | | 0.0% | 5,377 | 0.1% | ETF |
IEFA iShares Core MSCI EAFE ETF | $822,186 | $166,794 â–² | 25.4% | 8,513 | 0.1% | ETF |
MCD McDonald's | $762,274 | $17,030 â–¼ | -2.2% | 2,820 | 0.1% | Consumer Discretionary |
DIS Walt Disney | $747,863 | $88,550 â–¼ | -10.6% | 7,770 | 0.1% | Communication Services |
AVGO Broadcom | $715,836 | $7,555 â–¼ | -1.0% | 1,895 | 0.1% | Technology |
WMS Advanced Drainage Systems | $629,724 | | 0.0% | 4,012 | 0.1% | Industrials |
AGG iShares Core U.S. Aggregate Bond ETF | $623,772 | $94,031 â–² | 17.8% | 6,302 | 0.1% | ETF |
AMGN Amgen | $620,674 | $144,848 â–¼ | -18.9% | 1,714 | 0.1% | Healthcare |
PM Philip Morris International | $615,033 | $30,752 â–¼ | -4.8% | 3,400 | 0.1% | Consumer Staples |
LOW Lowe's Companies | $572,392 | | 0.0% | 2,596 | 0.1% | Consumer Discretionary |
CVX Chevron | $567,396 | | 0.0% | 3,423 | 0.1% | Energy |
VTI Vanguard Total Stock Market ETF | $551,469 | $5,067,153 â–¼ | -90.2% | 1,491 | 0.1% | ETF |
BRBS Blue Ridge Bankshares | $538,374 | | 0.0% | 152,514 | 0.1% | Finance |
MCO Moody's | $514,064 | $50,274 â–¼ | -8.9% | 1,135 | 0.1% | Finance |
ISRG Intuitive Surgical | $485,567 | $105,783 â–¼ | -17.9% | 1,221 | 0.1% | Healthcare |
