VIG Vanguard Dividend Appreciation ETF | $40,149,836 | $1,327,897 ▲ | 3.4% | 196,169 | 6.3% | ETF |
IVV iShares Core S&P 500 ETF | $37,411,060 | $1,259,805 ▼ | -3.3% | 60,253 | 5.9% | ETF |
FNDF Schwab Fundamental International Equity ETF | $37,003,408 | $6,134,385 ▲ | 19.9% | 924,623 | 5.8% | ETF |
IWF iShares Russell 1000 Growth ETF | $34,882,103 | $958,698 ▲ | 2.8% | 82,157 | 5.5% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $31,156,703 | $158,294 ▼ | -0.5% | 375,744 | 4.9% | ETF |
VGT Vanguard Information Technology ETF | $25,001,871 | $540,577 ▲ | 2.2% | 37,694 | 3.9% | ETF |
JPIE JPMorgan Income ETF | $23,954,708 | $2,038,913 ▲ | 9.3% | 517,157 | 3.8% | ETF |
QQQ Invesco QQQ | $23,261,904 | $1,449,697 ▲ | 6.6% | 42,169 | 3.7% | Finance |
JPST JPMorgan Ultra-Short Income ETF | $21,303,470 | $4,216,319 ▲ | 24.7% | 420,353 | 3.3% | ETF |
BLV Vanguard Long-Term Bond ETF | $19,465,389 | $3,399,955 ▲ | 21.2% | 279,916 | 3.1% | ETF |
MSFT Microsoft | $14,010,980 | $357,139 ▼ | -2.5% | 28,168 | 2.2% | Computer and Technology |
AAPL Apple | $12,461,765 | $933,725 ▲ | 8.1% | 60,739 | 2.0% | Computer and Technology |
VYM Vanguard High Dividend Yield ETF | $12,274,940 | $779,332 ▲ | 6.8% | 92,078 | 1.9% | ETF |
HDV iShares Core High Dividend ETF | $12,194,464 | $10,811,624 ▲ | 781.8% | 104,075 | 1.9% | ETF |
SPY SPDR S&P 500 ETF Trust | $10,857,077 | $580,173 ▲ | 5.6% | 17,572 | 1.7% | Finance |
AMZN Amazon.com | $10,832,964 | $11,847 ▲ | 0.1% | 49,378 | 1.7% | Retail/Wholesale |
VYMI Vanguard International High Dividend Yield ETF | $10,413,090 | $996,087 ▲ | 10.6% | 129,985 | 1.6% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $9,409,837 | $4,310,518 ▲ | 84.5% | 93,454 | 1.5% | ETF |
META Meta Platforms | $7,739,073 | $156,479 ▲ | 2.1% | 10,485 | 1.2% | Computer and Technology |
BRK.B Berkshire Hathaway | $7,727,629 | $1,258,630 ▲ | 19.5% | 15,908 | 1.2% | Finance |
XLRE Real Estate Select Sector SPDR Fund | $7,087,851 | $1,126,089 ▲ | 18.9% | 171,121 | 1.1% | ETF |
IEF iShares 7-10 Year Treasury Bond ETF | $6,657,335 | $6,390,999 ▲ | 2,399.6% | 69,514 | 1.0% | ETF |
IDV iShares International Select Dividend ETF | $6,354,697 | $2,748,959 ▲ | 76.2% | 184,141 | 1.0% | ETF |
GOOGL Alphabet | $6,213,860 | $71,902 ▼ | -1.1% | 35,260 | 1.0% | Computer and Technology |
VNQ Vanguard Real Estate ETF | $6,152,979 | $292,295 ▲ | 5.0% | 69,088 | 1.0% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $6,030,663 | $112,563 ▲ | 1.9% | 106,080 | 0.9% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $5,954,107 | $1,786,507 ▲ | 42.9% | 121,438 | 0.9% | ETF |
COST Costco Wholesale | $5,930,157 | $50,490 ▲ | 0.9% | 5,990 | 0.9% | Retail/Wholesale |
MLPA Global X MLP ETF | $5,900,272 | $647,280 ▼ | -9.9% | 117,535 | 0.9% | ETF |
NVDA NVIDIA | $5,705,424 | $215,496 ▲ | 3.9% | 36,113 | 0.9% | Computer and Technology |
V Visa | $5,568,728 | $61,425 ▲ | 1.1% | 15,684 | 0.9% | Business Services |
COWZ Pacer US Cash Cows 100 ETF | $5,228,256 | $4,985,266 ▼ | -48.8% | 94,887 | 0.8% | ETF |
VTI Vanguard Total Stock Market ETF | $5,026,550 | $93,000 ▼ | -1.8% | 16,539 | 0.8% | ETF |
XLE Energy Select Sector SPDR Fund | $5,008,569 | $77,093 ▼ | -1.5% | 59,056 | 0.8% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $4,806,829 | $664,246 ▲ | 16.0% | 173,720 | 0.8% | ETF |
BINC iShares Flexible Income Active ETF | $4,800,385 | $4,559,594 ▲ | 1,893.6% | 90,848 | 0.8% | ETF |
MUB iShares National Muni Bond ETF | $4,789,672 | $799,376 ▲ | 20.0% | 45,843 | 0.8% | ETF |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $4,751,443 | $1,099,587 ▲ | 30.1% | 39,145 | 0.7% | ETF |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $4,428,789 | $690,679 ▲ | 18.5% | 44,052 | 0.7% | ETF |
VB Vanguard Small-Cap ETF | $4,373,447 | $3,933,851 ▲ | 894.9% | 18,455 | 0.7% | ETF |
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF | $4,138,218 | $16,289,133 ▼ | -79.7% | 90,974 | 0.7% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $3,991,715 | $285,200 ▼ | -6.7% | 40,239 | 0.6% | Finance |
AVGO Broadcom | $3,629,139 | $181,926 ▼ | -4.8% | 13,166 | 0.6% | Computer and Technology |
JPM JPMorgan Chase & Co. | $3,418,791 | $27,830 ▼ | -0.8% | 11,793 | 0.5% | Finance |
FNF Fidelity National Financial | $3,323,957 | $86,837 ▲ | 2.7% | 59,293 | 0.5% | Finance |
CEG Constellation Energy | $3,169,218 | $533,206 ▼ | -14.4% | 9,819 | 0.5% | Energy |
XLP Consumer Staples Select Sector SPDR Fund | $3,118,758 | $44,453 ▼ | -1.4% | 38,517 | 0.5% | ETF |
COLB Columbia Banking System | $2,944,391 | $89,709 ▲ | 3.1% | 125,936 | 0.5% | Finance |
PALANTIR TECHNOLOGIES INC
| $2,912,749 | $142,727 ▲ | 5.2% | 21,367 | 0.5% | CL A |
NFLX Netflix | $2,759,947 | $1,499,826 ▲ | 119.0% | 2,061 | 0.4% | Consumer Discretionary |
VO Vanguard Mid-Cap ETF | $2,664,041 | $55,128 ▲ | 2.1% | 9,520 | 0.4% | ETF |
VBK Vanguard Small-Cap Growth ETF | $2,663,675 | $4,915,253 ▼ | -64.9% | 9,618 | 0.4% | ETF |
VBR Vanguard Small-Cap Value ETF | $2,604,297 | $7,167,033 ▼ | -73.3% | 13,355 | 0.4% | ETF |
JCPB JPMorgan Core Plus Bond ETF | $2,420,278 | $1,835 ▼ | -0.1% | 51,430 | 0.4% | ETF |
CRWD CrowdStrike | $2,402,925 | $20,882 ▲ | 0.9% | 4,718 | 0.4% | Computer and Technology |
ABBV AbbVie | $2,203,669 | $46,034 ▲ | 2.1% | 11,872 | 0.3% | Medical |
PANW Palo Alto Networks | $2,167,547 | $36,835 ▲ | 1.7% | 10,592 | 0.3% | Computer and Technology |
SOFI SoFi Technologies | $2,009,601 | $6,282 ▼ | -0.3% | 110,357 | 0.3% | Finance |
IAU iShares Gold Trust | $1,727,185 | $1,727,185 ▲ | New Holding | 27,697 | 0.3% | Finance |
SCHG Schwab U.S. Large-Cap Growth ETF | $1,588,631 | $95,808 ▲ | 6.4% | 54,387 | 0.2% | ETF |
QCOM QUALCOMM | $1,588,619 | $215,320 ▼ | -11.9% | 9,975 | 0.2% | Computer and Technology |
CVX Chevron | $1,413,163 | $98,516 ▼ | -6.5% | 9,869 | 0.2% | Energy |
VTV Vanguard Value ETF | $1,396,270 | $31,990 ▼ | -2.2% | 7,900 | 0.2% | ETF |
SHM SPDR Nuveen ICE Short Term Municipal Bond ETF | $1,364,999 | $1,364,999 ▲ | New Holding | 28,539 | 0.2% | Finance |
VEA Vanguard FTSE Developed Markets ETF | $1,223,244 | $166,467 ▲ | 15.8% | 21,457 | 0.2% | ETF |
MLN VanEck Long Muni ETF | $1,191,772 | $567,587 ▼ | -32.3% | 70,561 | 0.2% | ETF |
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | $1,181,633 | $164,961 ▲ | 16.2% | 14,491 | 0.2% | ETF |
SHYD VanEck Short High Yield Muni ETF | $1,072,679 | $559,742 ▲ | 109.1% | 47,486 | 0.2% | ETF |
MAA Mid-America Apartment Communities | $1,068,644 | $34,339 ▲ | 3.3% | 7,220 | 0.2% | Finance |
MCD McDonald's | $1,041,292 | $18,115 ▲ | 1.8% | 3,564 | 0.2% | Retail/Wholesale |
DCTH Delcath Systems | $1,033,600 | $81,600 ▲ | 8.6% | 76,000 | 0.2% | Medical |
GOOG Alphabet | $1,026,633 | $5,854 ▲ | 0.6% | 5,787 | 0.2% | Computer and Technology |
VOOV Vanguard S&P 500 Value ETF | $1,007,725 | $4,529 ▲ | 0.5% | 5,340 | 0.2% | ETF |
PSX Phillips 66 | $992,607 | $120,497 ▼ | -10.8% | 8,320 | 0.2% | Energy |
IJR iShares Core S&P Small-Cap ETF | $956,201 | $416,186 ▼ | -30.3% | 8,749 | 0.2% | ETF |
GLD SPDR Gold Shares | $949,241 | $358,175 ▲ | 60.6% | 3,114 | 0.1% | Finance |
KOF Coca Cola Femsa | $862,058 | $40,627 ▲ | 4.9% | 8,912 | 0.1% | Consumer Staples |
IJH iShares Core S&P Mid-Cap ETF | $856,661 | $6,946 ▼ | -0.8% | 13,813 | 0.1% | ETF |
IBM International Business Machines | $835,966 | $99,043 ▲ | 13.4% | 2,836 | 0.1% | Computer and Technology |
JMUB JPMorgan Municipal ETF | $826,938 | $28,890 ▼ | -3.4% | 16,659 | 0.1% | ETF |
USB U.S. Bancorp | $814,268 | $263,806 ▼ | -24.5% | 17,995 | 0.1% | Finance |
VRTX Vertex Pharmaceuticals | $810,709 | $20,924 ▼ | -2.5% | 1,821 | 0.1% | Medical |
TSLA Tesla | $806,221 | $2,224 ▼ | -0.3% | 2,538 | 0.1% | Auto/Tires/Trucks |
LMT Lockheed Martin | $792,863 | $88,919 ▲ | 12.6% | 1,712 | 0.1% | Aerospace |
WMT Walmart | $792,047 | $29,922 ▲ | 3.9% | 8,100 | 0.1% | Retail/Wholesale |
PEP PepsiCo | $787,281 | $52,028 ▲ | 7.1% | 5,962 | 0.1% | Consumer Staples |
BAM Brookfield Asset Management | $784,810 | | 0.0% | 14,197 | 0.1% | Finance |
XOM Exxon Mobil | $782,695 | $19,295 ▲ | 2.5% | 7,261 | 0.1% | Energy |
SBUX Starbucks | $768,092 | $143,943 ▲ | 23.1% | 8,383 | 0.1% | Retail/Wholesale |
PFF iShares Preferred and Income Securities ETF | $765,064 | $6,756,536 ▼ | -89.8% | 24,937 | 0.1% | ETF |
MO Altria Group | $756,439 | $4,925 ▼ | -0.6% | 12,902 | 0.1% | Consumer Staples |
NOBL ProShares S&P 500 Aristocrats ETF | $754,858 | $113,692 ▲ | 17.7% | 7,496 | 0.1% | ETF |
PWR Quanta Services | $740,277 | $44,613 ▲ | 6.4% | 1,958 | 0.1% | Construction |
PG Procter & Gamble | $737,348 | $51,302 ▲ | 7.5% | 4,628 | 0.1% | Consumer Staples |
CRM Salesforce | $736,013 | $482,131 ▼ | -39.6% | 2,699 | 0.1% | Computer and Technology |
DLN WisdomTree U.S. LargeCap Dividend Fund | $709,386 | $2,136 ▲ | 0.3% | 8,636 | 0.1% | Finance |
FG F&G Annuities & Life | $681,932 | $32,587 ▲ | 5.0% | 21,324 | 0.1% | Finance |
T AT&T | $652,482 | $6,975 ▲ | 1.1% | 22,546 | 0.1% | Computer and Technology |
J P MORGAN EXCHANGE TRADED F
| $651,753 | $42,225 ▲ | 6.9% | 9,292 | 0.1% | EQUITY FOCUS ETF |
TLT iShares 20+ Year Treasury Bond ETF | $645,022 | $3,354 ▲ | 0.5% | 7,309 | 0.1% | ETF |