VOO Vanguard S&P 500 ETF | $88,303,548 | $2,032,865 ▲ | 2.4% | 147,776 | 17.1% | ETF |
BND Vanguard Total Bond Market ETF | $53,804,167 | $3,314 ▲ | 0.0% | 730,638 | 10.4% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $33,601,957 | $1,566,116 ▼ | -4.5% | 524,375 | 6.5% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $20,473,101 | $357,572 ▼ | -1.7% | 303,170 | 4.0% | ETF |
BNDX Vanguard Total International Bond ETF | $14,026,642 | $93,217 ▲ | 0.7% | 291,918 | 2.7% | ETF |
VTI Vanguard Total Stock Market ETF | $11,644,723 | $321 ▲ | 0.0% | 36,298 | 2.3% | ETF |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $11,445,974 | $130,472 ▼ | -1.1% | 206,159 | 2.2% | ETF |
BRK.A Berkshire Hathaway | $10,772,100 | | 0.0% | 15 | 2.1% | Finance |
JEPI JPMorgan Equity Premium Income ETF | $10,257,939 | $82,129 ▼ | -0.8% | 180,980 | 2.0% | ETF |
MSFT Microsoft | $10,230,256 | $253,563 ▼ | -2.4% | 27,637 | 2.0% | Computer and Technology |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $10,151,085 | $5,958 ▲ | 0.1% | 122,672 | 2.0% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $10,048,834 | $237,820 ▼ | -2.3% | 185,917 | 2.0% | ETF |
AAPL Apple | $9,553,854 | $8,629 ▼ | -0.1% | 37,645 | 1.9% | Computer and Technology |
AMGN Amgen | $8,613,356 | $76,352 ▼ | -0.9% | 24,480 | 1.7% | Medical |
VB Vanguard Small-Cap ETF | $8,288,720 | $183,344 ▼ | -2.2% | 31,646 | 1.6% | ETF |
BRK.B Berkshire Hathaway | $8,072,124 | $315,793 ▼ | -3.8% | 16,845 | 1.6% | Finance |
VNQ Vanguard Real Estate ETF | $7,515,426 | $976 ▲ | 0.0% | 84,729 | 1.5% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $7,327,083 | $80,545 ▼ | -1.1% | 251,530 | 1.4% | ETF |
VIG Vanguard Dividend Appreciation ETF | $7,279,136 | $103,444 ▼ | -1.4% | 33,847 | 1.4% | ETF |
GLW Corning | $4,725,783 | $7,478 ▲ | 0.2% | 34,756 | 0.9% | Computer and Technology |
BUFR FT Vest Laddered Buffer ETF | $4,710,983 | $51,330 ▼ | -1.1% | 139,502 | 0.9% | ETF |
CAT Caterpillar | $4,659,541 | $376,192 ▼ | -7.5% | 6,577 | 0.9% | Industrials |
AAAU Goldman Sachs Physical Gold ETF | $4,138,439 | $1,293 ▲ | 0.0% | 89,596 | 0.8% | Finance |
SCHD Schwab US Dividend Equity ETF | $3,995,013 | $15,647 ▼ | -0.4% | 130,216 | 0.8% | ETF |
FNDX Schwab Fundamental U.S. Large Company ETF | $3,657,735 | $34,200 ▲ | 0.9% | 131,337 | 0.7% | ETF |
NVDA NVIDIA | $3,535,088 | $10,464 ▲ | 0.3% | 20,270 | 0.7% | Computer and Technology |
FIDELITY WISE ORIGIN BITCOIN
| $3,454,908 | $112,570 ▲ | 3.4% | 58,528 | 0.7% | SHS |
SCHB Schwab US Broad Market ETF | $3,389,226 | $31,726 ▼ | -0.9% | 135,029 | 0.7% | ETF |
FIRST TR EXCHNG TRADED FD VI
| $3,292,321 | $16,305 ▲ | 0.5% | 146,390 | 0.6% | FT ENERGY INCOME |
BSTP Innovator Buffer Step-Up Strategy ETF | $3,099,072 | $15,124 ▼ | -0.5% | 86,065 | 0.6% | ETF |
UNP Union Pacific | $3,025,714 | $17,469 ▼ | -0.6% | 12,471 | 0.6% | Transportation |
JNJ Johnson & Johnson | $2,876,588 | $4,889 ▼ | -0.2% | 11,768 | 0.6% | Medical |
IWF iShares Russell 1000 Growth ETF | $2,775,438 | $10,660 ▲ | 0.4% | 6,509 | 0.5% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $2,667,000 | $40,336 ▼ | -1.5% | 52,697 | 0.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,502,332 | | 0.0% | 3,848 | 0.5% | Finance |
LOW Lowe's Companies | $2,432,120 | $24,810 ▼ | -1.0% | 10,293 | 0.5% | Retail/Wholesale |
MDY SPDR S&P MidCap 400 ETF Trust | $2,401,663 | | 0.0% | 3,894 | 0.5% | ETF |
SCHF Schwab International Equity ETF | $2,345,120 | $3,044 ▼ | -0.1% | 94,752 | 0.5% | ETF |
GOOGL Alphabet | $2,269,531 | $14,379 ▼ | -0.6% | 7,892 | 0.4% | Computer and Technology |
EMLP First Trust North American Energy Infrastructure Fund | $2,097,717 | $13,622 ▲ | 0.7% | 48,047 | 0.4% | ETF |
SAMT Strategas Macro Thematic Opportunities ETF | $2,013,519 | $291,892 ▲ | 17.0% | 51,274 | 0.4% | ETF |
AIRR First Trust RBA American Industrial Renaissance ETF | $1,896,145 | $217,908 ▲ | 13.0% | 17,116 | 0.4% | Manufacturing |
IJR iShares Core S&P Small-Cap ETF | $1,895,496 | $249 ▲ | 0.0% | 15,248 | 0.4% | ETF |
ABBV AbbVie | $1,861,714 | $9,787 ▼ | -0.5% | 8,560 | 0.4% | Medical |
JGRO JPMorgan Active Growth ETF | $1,825,347 | $271,727 ▼ | -13.0% | 21,597 | 0.4% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $1,821,996 | $2,848 ▲ | 0.2% | 58,850 | 0.4% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $1,786,346 | | 0.0% | 16,390 | 0.3% | Finance |
EME EMCOR Group | $1,774,897 | $51,682 ▼ | -2.8% | 2,404 | 0.3% | Construction |
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $1,684,710 | $162,762 ▲ | 10.7% | 10,299 | 0.3% | ETF |
VXUS Vanguard Total International Stock ETF | $1,653,084 | $13,571 ▲ | 0.8% | 21,438 | 0.3% | ETF |
VNQI Vanguard Global ex-U.S. Real Estate ETF | $1,619,536 | | 0.0% | 36,435 | 0.3% | ETF |
NAPR Innovator Growth-100 Power Buffer ETF - April | $1,586,875 | | 0.0% | 29,053 | 0.3% | ETF |
SCHA Schwab US Small-Cap ETF | $1,572,908 | $5,816 ▼ | -0.4% | 54,089 | 0.3% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $1,545,202 | | 0.0% | 3,336 | 0.3% | Finance |
IWM iShares Russell 2000 ETF | $1,541,887 | | 0.0% | 6,217 | 0.3% | Finance |
QQQ Invesco QQQ | $1,519,715 | | 0.0% | 2,633 | 0.3% | Finance |
EFA iShares MSCI EAFE ETF | $1,474,628 | | 0.0% | 15,182 | 0.3% | Finance |
META Meta Platforms | $1,467,952 | $44,050 ▼ | -2.9% | 2,566 | 0.3% | Computer and Technology |
DHR Danaher | $1,446,838 | $7,584 ▼ | -0.5% | 7,631 | 0.3% | Medical |
JPM JPMorgan Chase & Co. | $1,404,908 | $47,066 ▼ | -3.2% | 4,776 | 0.3% | Finance |
NVS Novartis | $1,370,931 | | 0.0% | 8,975 | 0.3% | Medical |
FIRST TR EXCH TRADED FD III
| $1,364,860 | $88,948 ▲ | 7.0% | 62,897 | 0.3% | FT VEST SMID |
ACN Accenture | $1,343,415 | $9,915 ▼ | -0.7% | 6,775 | 0.3% | Computer and Technology |
VCSH Vanguard Short-Term Corporate Bond ETF | $1,336,838 | $32,818 ▼ | -2.4% | 16,864 | 0.3% | ETF |
FNDA Schwab Fundamental U.S. Small Company ETF | $1,312,455 | $4,346 ▲ | 0.3% | 40,470 | 0.3% | ETF |
CSCO Cisco Systems | $1,288,460 | $7,759 ▼ | -0.6% | 16,606 | 0.3% | Computer and Technology |
FTCS First Trust Capital Strength ETF | $1,281,763 | $227,077 ▼ | -15.0% | 13,818 | 0.2% | ETF |
SMH VanEck Semiconductor ETF | $1,277,617 | | 0.0% | 3,332 | 0.2% | Manufacturing |
XOM ExxonMobil | $1,244,533 | $848 ▲ | 0.1% | 7,335 | 0.2% | Energy |
FTSM First Trust Enhanced Short Maturity ETF | $1,243,680 | $23,613 ▼ | -1.9% | 20,804 | 0.2% | Manufacturing |
V Visa | $1,230,951 | $7,556 ▼ | -0.6% | 4,073 | 0.2% | Business Services |
BITWISE 10 CRYPTO INDEX ETF
| $1,211,392 | $981 ▼ | -0.1% | 27,157 | 0.2% | UNIT BENEFICIAL |
SCHX Schwab US Large-Cap ETF | $1,205,567 | $23,999 ▲ | 2.0% | 47,019 | 0.2% | ETF |
BUCK Simplify Treasury Option Income ETF | $1,201,581 | $42,168 ▲ | 3.6% | 51,120 | 0.2% | ETF |
FIRST TR EXCHANGE-TRADED FD
| $1,182,441 | $29,431 ▲ | 2.6% | 70,509 | 0.2% | WCM INTL EQUITY |
ORLY O'Reilly Automotive | $1,172,337 | $4,616 ▼ | -0.4% | 12,700 | 0.2% | Retail/Wholesale |
GLD SPDR Gold Shares | $1,162,213 | $76,161 ▼ | -6.2% | 2,701 | 0.2% | Finance |
ORCL Oracle | $1,113,328 | $117,688 ▼ | -9.6% | 7,568 | 0.2% | Computer and Technology |
FIRST TR EXCHANGE-TRADED FD
| $1,098,386 | $26,160 ▼ | -2.3% | 50,594 | 0.2% | FT VEST DJIA |
PINK Simplify Health Care ETF | $1,062,088 | $298,467 ▲ | 39.1% | 31,553 | 0.2% | ETF |
ITW Illinois Tool Works | $1,028,926 | | 0.0% | 3,953 | 0.2% | Industrials |
PEP PepsiCo | $1,025,225 | | 0.0% | 6,602 | 0.2% | Consumer Staples |
HEQT Simplify Hedged Equity ETF | $1,024,979 | | 0.0% | 32,539 | 0.2% | ETF |
CVX Chevron | $1,022,091 | $32,483 ▲ | 3.3% | 4,940 | 0.2% | Energy |
RSP Invesco S&P 500 Equal Weight ETF | $1,012,218 | $1,919 ▲ | 0.2% | 5,274 | 0.2% | ETF |
AMZN Amazon.com | $968,456 | $26,867 ▲ | 2.9% | 4,650 | 0.2% | Retail/Wholesale |
SIMPLIFY EXCHANGE TRADED FUN
| $964,765 | $17,954 ▲ | 1.9% | 19,506 | 0.2% | MBS ETF |
FIXD First Trust TCW Opportunistic Fixed Income ETF | $947,154 | $34,043 ▼ | -3.5% | 21,729 | 0.2% | Manufacturing |
MRK Merck & Co., Inc. | $937,769 | $1,443 ▲ | 0.2% | 7,796 | 0.2% | Medical |
AXP American Express | $880,217 | | 0.0% | 2,910 | 0.2% | Finance |
PG Procter & Gamble | $824,348 | $1,589 ▲ | 0.2% | 5,707 | 0.2% | Consumer Staples |
RTX RTX | $821,470 | $28,739 ▼ | -3.4% | 4,259 | 0.2% | Aerospace |
GOOG Alphabet | $810,303 | $287 ▲ | 0.0% | 2,825 | 0.2% | Computer and Technology |
SCHO Schwab Short-Term U.S. Treasury ETF | $795,012 | | 0.0% | 32,757 | 0.2% | ETF |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | $785,493 | | 0.0% | 17,256 | 0.2% | ETF |
SVOL Simplify Volatility Premium ETF | $759,204 | $25,127 ▲ | 3.4% | 49,492 | 0.1% | ETF |
SDY SPDR S&P Dividend ETF | $724,738 | | 0.0% | 4,966 | 0.1% | ETF |
KO CocaCola | $714,581 | | 0.0% | 9,396 | 0.1% | Consumer Staples |
PSTP Innovator Power Buffer Step-Up Strategy ETF | $710,771 | $58,599 ▼ | -7.6% | 20,620 | 0.1% | ETF |
ADP Automatic Data Processing | $709,301 | $5,283 ▼ | -0.7% | 3,491 | 0.1% | Computer and Technology |
