VOO Vanguard S&P 500 ETF | $106,144,149 | $4,650,378 â–² | 4.6% | 154,547 | 18.2% | ETF |
BND Vanguard Total Bond Market ETF | $59,146,410 | $5,510,299 â–² | 10.3% | 805,700 | 10.2% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $39,677,583 | $2,315,840 â–² | 6.2% | 556,878 | 6.8% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $24,018,754 | $641,324 â–² | 2.7% | 311,487 | 4.1% | ETF |
BNDX Vanguard Total International Bond ETF | $15,409,904 | $1,272,305 â–² | 9.0% | 318,189 | 2.6% | ETF |
VTI Vanguard Total Stock Market ETF | $13,254,682 | $176,877 â–¼ | -1.3% | 35,820 | 2.3% | ETF |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $12,588,655 | $81,865 â–¼ | -0.6% | 204,827 | 2.2% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $12,008,368 | $1,869,541 â–² | 18.4% | 145,292 | 2.1% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $11,551,063 | $453,703 â–² | 4.1% | 193,518 | 2.0% | ETF |
BRK.A Berkshire Hathaway | $11,232,750 | | 0.0% | 15 | 1.9% | Finance |
AAPL Apple | $10,570,391 | $322,639 â–¼ | -3.0% | 36,530 | 1.8% | Computer and Technology |
JEPI JPMorgan Equity Premium Income ETF | $10,247,319 | $25,585 â–² | 0.3% | 181,433 | 1.8% | ETF |
VB Vanguard Small-Cap ETF | $9,592,536 | | 0.0% | 31,646 | 1.6% | ETF |
MSFT Microsoft | $9,509,556 | $799,768 â–¼ | -7.8% | 25,493 | 1.6% | Computer and Technology |
AMGN Amgen | $8,915,807 | $51,059 â–² | 0.6% | 24,621 | 1.5% | Medical |
GLW Corning | $8,864,954 | $12,772 â–¼ | -0.1% | 34,706 | 1.5% | Computer and Technology |
VNQ Vanguard Real Estate ETF | $8,685,960 | $515,516 â–² | 6.3% | 90,075 | 1.5% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $8,201,229 | $310,550 â–¼ | -3.6% | 242,353 | 1.4% | ETF |
BRK.B Berkshire Hathaway | $8,109,320 | $319,749 â–¼ | -3.8% | 16,206 | 1.4% | Finance |
VIG Vanguard Dividend Appreciation ETF | $7,928,426 | $80,451 â–¼ | -1.0% | 33,507 | 1.4% | ETF |
CAT Caterpillar | $6,748,271 | $255,576 â–¼ | -3.6% | 6,337 | 1.2% | Industrials |
BUFR FT Vest Laddered Buffer ETF | $5,136,702 | $40,694 â–² | 0.8% | 140,616 | 0.9% | ETF |
NVDA NVIDIA | $4,121,254 | $65,429 â–² | 1.6% | 20,597 | 0.7% | Computer and Technology |
SCHD Schwab US Dividend Equity ETF | $4,048,932 | $80,226 â–¼ | -1.9% | 127,686 | 0.7% | ETF |
FNDX Schwab Fundamental U.S. Large Company ETF | $3,957,270 | $127,324 â–¼ | -3.1% | 127,243 | 0.7% | ETF |
SCHB Schwab US Broad Market ETF | $3,893,384 | $17,057 â–¼ | -0.4% | 134,440 | 0.7% | ETF |
AAAU Goldman Sachs Physical Gold ETF | $3,641,429 | $96,116 â–² | 2.7% | 92,025 | 0.6% | Finance |
JPST JPMorgan Ultra-Short Income ETF | $3,359,003 | $694,122 â–² | 26.0% | 66,423 | 0.6% | ETF |
UNP Union Pacific | $3,314,592 | $77,520 â–¼ | -2.3% | 12,186 | 0.6% | Transportation |
IWF iShares Russell 1000 Growth ETF | $3,232,890 | $2,424,668 â–² | 300.0% | 26,036 | 0.6% | ETF |
FIRST TR EXCHNG TRADED FD VI
| $3,106,913 | $90,243 â–¼ | -2.8% | 142,258 | 0.5% | FT ENER INCO ETF |
BSTP Innovator Buffer Step-Up Strategy ETF | $3,103,562 | $281,409 â–¼ | -8.3% | 78,910 | 0.5% | ETF |
FIDELITY WISE ORIGIN BITCOIN
| $3,035,995 | $48,140 â–² | 1.6% | 59,471 | 0.5% | SHS |
JNJ Johnson & Johnson | $2,993,325 | $4,572 â–² | 0.2% | 11,786 | 0.5% | Medical |
SPY SPDR S&P 500 ETF Trust | $2,827,181 | $46,298 â–¼ | -1.6% | 3,786 | 0.5% | Finance |
MDY SPDR S&P MidCap 400 ETF Trust | $2,738,806 | | 0.0% | 3,894 | 0.5% | ETF |
SAMT Strategas Macro Thematic Opportunities ETF | $2,619,301 | $171,750 â–² | 7.0% | 54,872 | 0.5% | ETF |
SCHF Schwab International Equity ETF | $2,594,573 | $30,054 â–¼ | -1.1% | 93,667 | 0.4% | ETF |
IJR iShares Core S&P Small-Cap ETF | $2,593,449 | $332,060 â–² | 14.7% | 17,487 | 0.4% | ETF |
GOOGL Alphabet | $2,591,655 | $228,717 â–¼ | -8.1% | 7,252 | 0.4% | Computer and Technology |
AIRR First Trust RBA American Industrial Renaissance ETF | $2,466,632 | $185,887 â–² | 8.2% | 18,511 | 0.4% | Manufacturing |
LOW Lowe's Companies | $2,181,444 | $87,972 â–¼ | -3.9% | 9,894 | 0.4% | Retail/Wholesale |
ABBV AbbVie | $2,143,973 | $10,066 â–¼ | -0.5% | 8,520 | 0.4% | Medical |
SCHM Schwab U.S. Mid-Cap ETF | $2,104,856 | $64,928 â–¼ | -3.0% | 57,089 | 0.4% | ETF |
EMLP First Trust North American Energy Infrastructure Fund | $2,074,530 | $15,530 â–¼ | -0.7% | 47,690 | 0.4% | ETF |
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $2,068,031 | $93,191 â–² | 4.7% | 10,785 | 0.4% | ETF |
FTSM First Trust Enhanced Short Maturity ETF | $2,020,506 | $777,871 â–² | 62.6% | 33,827 | 0.3% | Manufacturing |
JGRO JPMorgan Active Growth ETF | $1,987,932 | $141,277 â–¼ | -6.6% | 20,164 | 0.3% | ETF |
EME EMCOR Group | $1,983,413 | $11,618 â–¼ | -0.6% | 2,390 | 0.3% | Construction |
QQQ Invesco QQQ | $1,938,941 | | 0.0% | 2,633 | 0.3% | Finance |
CSCO Cisco Systems | $1,938,795 | $11,746 â–¼ | -0.6% | 16,506 | 0.3% | Computer and Technology |
SCHA Schwab US Small-Cap ETF | $1,913,409 | $40,827 â–¼ | -2.1% | 52,959 | 0.3% | ETF |
IWM iShares Russell 2000 ETF | $1,868,021 | | 0.0% | 6,217 | 0.3% | Finance |
VXUS Vanguard Total International Stock ETF | $1,830,170 | $2,565 â–¼ | -0.1% | 21,408 | 0.3% | ETF |
SMH VanEck Semiconductor ETF | $1,806,465 | $379,135 â–¼ | -17.3% | 2,754 | 0.3% | Manufacturing |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $1,787,657 | | 0.0% | 16,390 | 0.3% | Finance |
DIA SPDR Dow Jones Industrial Average ETF Trust | $1,728,066 | $14,627 â–¼ | -0.8% | 3,308 | 0.3% | Finance |
INTC Intel | $1,644,841 | $21,643 â–² | 1.3% | 11,780 | 0.3% | Computer and Technology |
VNQI Vanguard Global ex-U.S. Real Estate ETF | $1,634,110 | | 0.0% | 36,435 | 0.3% | ETF |
EFA iShares MSCI EAFE ETF | $1,577,106 | | 0.0% | 15,182 | 0.3% | Finance |
NAPR Innovator Growth-100 Power Buffer ETF - April | $1,576,437 | $143,501 â–¼ | -8.3% | 26,629 | 0.3% | ETF |
FIRST TR EXCHANGE-TRADED FD
| $1,522,050 | $69,755 â–² | 4.8% | 65,918 | 0.3% | FT VEST SMID |
JPM JPMorgan Chase & Co. | $1,519,139 | $44,190 â–¼ | -2.8% | 4,641 | 0.3% | Finance |
FNDA Schwab Fundamental U.S. Small Company ETF | $1,478,112 | $62,191 â–¼ | -4.0% | 38,836 | 0.3% | ETF |
DHR Danaher | $1,451,648 | $1,905 â–¼ | -0.1% | 7,621 | 0.2% | Medical |
META Meta Platforms | $1,421,102 | $24,220 â–¼ | -1.7% | 2,523 | 0.2% | Computer and Technology |
SCHX Schwab US Large-Cap ETF | $1,383,769 | | 0.0% | 47,019 | 0.2% | ETF |
FIRST TR EXCHANGE-TRADED FD
| $1,380,520 | $665 â–² | 0.0% | 70,543 | 0.2% | WCM INTL EQUITY |
VCSH Vanguard Short-Term Corporate Bond ETF | $1,337,335 | $4,584 â–² | 0.3% | 16,922 | 0.2% | ETF |
NVS Novartis | $1,328,202 | $78,360 â–¼ | -5.6% | 8,475 | 0.2% | Medical |
PINK Simplify Health Care ETF | $1,267,665 | $32,377 â–² | 2.6% | 32,380 | 0.2% | ETF |
BUCK Simplify Treasury Option Income ETF | $1,261,265 | $64,030 â–² | 5.3% | 53,854 | 0.2% | ETF |
FTCS First Trust Capital Strength ETF | $1,242,332 | $55,411 â–¼ | -4.3% | 13,228 | 0.2% | ETF |
V Visa | $1,232,036 | $165,369 â–¼ | -11.8% | 3,591 | 0.2% | Business Services |
ORLY O'Reilly Automotive | $1,167,241 | $2,302 â–¼ | -0.2% | 12,675 | 0.2% | Retail/Wholesale |
RSP Invesco S&P 500 Equal Weight ETF | $1,122,298 | $213 â–² | 0.0% | 5,275 | 0.2% | ETF |
ORCL Oracle | $1,109,090 | | 0.0% | 7,568 | 0.2% | Computer and Technology |
FIRST TR EXCHANGE-TRADED FD
| $1,100,850 | $23,196 â–² | 2.2% | 51,683 | 0.2% | FT VEST DJIA |
HEQT Simplify Hedged Equity ETF | $1,079,854 | $11,504 â–¼ | -1.1% | 32,196 | 0.2% | ETF |
ITW Illinois Tool Works | $1,075,930 | $6,762 â–² | 0.6% | 3,978 | 0.2% | Industrials |
BITWISE 10 CRYPTO INDEX ETF
| $1,045,288 | $24,728 â–² | 2.4% | 27,815 | 0.2% | UNIT BENEFICIAL |
SIMPLIFY EXCHANGE TRADED FUN
| $1,028,175 | $71,005 â–² | 7.4% | 20,953 | 0.2% | MBS ETF |
GLD SPDR Gold Shares | $1,009,361 | $14,367 â–² | 1.4% | 2,740 | 0.2% | Finance |
MRK Merck & Co., Inc. | $1,008,972 | $7,196 â–² | 0.7% | 7,852 | 0.2% | Medical |
XOM ExxonMobil | $1,002,341 | $547 â–¼ | -0.1% | 7,331 | 0.2% | Energy |
AXP American Express | $984,308 | | 0.0% | 2,910 | 0.2% | Finance |
GOOG Alphabet | $971,658 | $26,500 â–¼ | -2.7% | 2,750 | 0.2% | Computer and Technology |
FIXD First Trust TCW Opportunistic Fixed Income ETF | $948,718 | $1,134 â–² | 0.1% | 21,755 | 0.2% | Manufacturing |
AMZN Amazon.com | $910,935 | $197,345 â–¼ | -17.8% | 3,822 | 0.2% | Retail/Wholesale |
PEP PepsiCo | $898,650 | $4,739 â–² | 0.5% | 6,637 | 0.2% | Consumer Staples |
PG Procter & Gamble | $836,728 | $147 â–¼ | 0.0% | 5,706 | 0.1% | Consumer Staples |
SVOL Simplify Volatility Premium ETF | $827,806 | $33,957 â–² | 4.3% | 51,609 | 0.1% | ETF |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | $823,284 | | 0.0% | 17,256 | 0.1% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $790,754 | | 0.0% | 32,757 | 0.1% | ETF |
CVX Chevron | $789,349 | $29,505 â–¼ | -3.6% | 4,762 | 0.1% | Energy |
ADP Automatic Data Processing | $776,211 | $5,599 â–¼ | -0.7% | 3,466 | 0.1% | Computer and Technology |
KO CocaCola | $766,590 | $3,007 â–² | 0.4% | 9,433 | 0.1% | Consumer Staples |
IJJ iShares S&P Mid-Cap 400 Value ETF | $757,412 | | 0.0% | 5,127 | 0.1% | ETF |
SDY SPDR S&P Dividend ETF | $755,726 | | 0.0% | 4,966 | 0.1% | ETF |
SBUX Starbucks | $751,486 | $5,212 â–² | 0.7% | 7,354 | 0.1% | Retail/Wholesale |
