SCHV Schwab U.S. Large-Cap Value ETF | $11,402,657 | $172,936 â–² | 1.5% | 327,568 | 7.5% | ETF |
SCHX Schwab US Large-Cap ETF | $10,983,708 | $32,285 â–² | 0.3% | 373,215 | 7.2% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $10,745,356 | $102,806 â–² | 1.0% | 317,534 | 7.0% | ETF |
QQQ Invesco QQQ | $9,601,269 | $14,728 â–¼ | -0.2% | 13,038 | 6.3% | Finance |
VUG Vanguard Growth ETF | $4,216,490 | $3,523,662 â–² | 508.6% | 48,949 | 2.8% | ETF |
AAPL Apple | $4,186,480 | $5,498 â–² | 0.1% | 14,468 | 2.7% | Computer and Technology |
VV Vanguard Large-Cap ETF | $4,102,359 | $16,507 â–¼ | -0.4% | 11,929 | 2.7% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $4,009,811 | $30,304 â–¼ | -0.8% | 52,001 | 2.6% | ETF |
VGK Vanguard FTSE Europe ETF | $3,506,973 | $188,324 â–² | 5.7% | 39,609 | 2.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $3,286,028 | $12,013 â–¼ | -0.4% | 22,156 | 2.1% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $3,061,529 | $21,562 â–¼ | -0.7% | 18,600 | 2.0% | ETF |
NVDA NVIDIA | $3,054,403 | $16,207 â–¼ | -0.5% | 15,265 | 2.0% | Computer and Technology |
HDV iShares Core High Dividend ETF | $2,875,747 | $2,356,465 â–² | 453.8% | 104,916 | 1.9% | ETF |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $2,814,599 | $166,965 â–² | 6.3% | 41,385 | 1.8% | ETF |
SCHD Schwab US Dividend Equity ETF | $2,807,887 | $292,525 â–² | 11.6% | 88,549 | 1.8% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $2,786,836 | $297,838 â–² | 12.0% | 75,585 | 1.8% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $2,713,433 | $9,568 â–¼ | -0.4% | 19,852 | 1.8% | ETF |
VTV Vanguard Value ETF | $2,686,925 | $114,416 â–¼ | -4.1% | 12,329 | 1.8% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $2,600,383 | $21,610 â–¼ | -0.8% | 14,560 | 1.7% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $2,315,023 | $918,063 â–² | 65.7% | 46,088 | 1.5% | Manufacturing |
VYM Vanguard High Dividend Yield ETF | $2,313,709 | $396,654 â–² | 20.7% | 14,641 | 1.5% | Financial Services |
MDYG SPDR S&P 400 Mid Cap Growth ETF | $2,218,088 | $14,012 â–¼ | -0.6% | 19,788 | 1.5% | ETF |
SCHA Schwab US Small-Cap ETF | $2,122,945 | $173,061 â–² | 8.9% | 58,759 | 1.4% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $2,102,332 | $1,493,838 â–¼ | -41.5% | 35,645 | 1.4% | ETF |
VB Vanguard Small-Cap ETF | $2,059,230 | $30,920 â–² | 1.5% | 6,793 | 1.3% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $2,038,918 | $58,808 â–¼ | -2.8% | 21,496 | 1.3% | ETF |
MSFT Microsoft | $1,928,898 | $746 â–¼ | 0.0% | 5,171 | 1.3% | Computer and Technology |
BAC Bank of America | $1,923,637 | $684 â–² | 0.0% | 33,760 | 1.3% | Finance |
VOT Vanguard Mid-Cap Growth ETF | $1,877,670 | $141,208 â–² | 8.1% | 6,130 | 1.2% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $1,857,904 | $6,149 â–² | 0.3% | 12,690 | 1.2% | ETF |
VBR Vanguard Small-Cap Value ETF | $1,658,292 | $45,193 â–² | 2.8% | 6,825 | 1.1% | ETF |
IVV iShares Core S&P 500 ETF | $1,628,307 | $5,992 â–¼ | -0.4% | 2,174 | 1.1% | ETF |
VGT Vanguard Information Technology ETF | $1,624,015 | $1,421,431 â–² | 701.7% | 13,588 | 1.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $1,618,777 | $155,702 â–² | 10.6% | 6,841 | 1.1% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $1,608,930 | $61,350 â–² | 4.0% | 13,506 | 1.1% | ETF |
IQLT iShares MSCI Intl Quality Factor ETF | $1,606,326 | $74,673 â–² | 4.9% | 32,418 | 1.1% | ETF |
GOOG Alphabet | $1,604,133 | $32,860 â–² | 2.1% | 4,540 | 1.0% | Computer and Technology |
VBK Vanguard Small-Cap Growth ETF | $1,505,656 | $153,967 â–² | 11.4% | 4,117 | 1.0% | ETF |
VO Vanguard Mid-Cap ETF | $1,443,889 | $1,063,681 â–² | 279.8% | 17,921 | 0.9% | ETF |
MGK Vanguard Mega Cap Growth ETF | $1,377,012 | $1,082,779 â–² | 368.0% | 15,664 | 0.9% | ETF |
JPM JPMorgan Chase & Co. | $1,368,390 | $26,189 â–² | 2.0% | 4,180 | 0.9% | Finance |
AMZN Amazon.com | $1,252,238 | $2,860 â–² | 0.2% | 5,254 | 0.8% | Retail/Wholesale |
SLYV SPDR S&P 600 Small Cap Value ETF | $1,167,012 | $36,987 â–² | 3.3% | 10,696 | 0.8% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $1,158,627 | $64,839 â–² | 5.9% | 16,261 | 0.8% | ETF |
GOOGL Alphabet | $923,597 | $7,863 â–¼ | -0.8% | 2,584 | 0.6% | Computer and Technology |
TOL Toll Brothers | $872,190 | $1,648 â–² | 0.2% | 5,294 | 0.6% | Construction |
IVE iShares S&P 500 Value ETF | $726,130 | $2,271 â–² | 0.3% | 3,198 | 0.5% | ETF |
VOE Vanguard Mid-Cap Value ETF | $710,593 | $163,816 â–² | 30.0% | 3,596 | 0.5% | ETF |
MTUM iShares MSCI USA Momentum Factor ETF | $708,824 | $90,831 â–² | 14.7% | 2,068 | 0.5% | ETF |
COST Costco Wholesale | $649,927 | | 0.0% | 695 | 0.4% | Retail/Wholesale |
VWO Vanguard FTSE Emerging Markets ETF | $648,444 | $189,925 â–² | 41.4% | 10,864 | 0.4% | ETF |
IVW iShares S&P 500 Growth ETF | $642,539 | $550 â–² | 0.1% | 4,672 | 0.4% | ETF |
CSCO Cisco Systems | $622,345 | $4,816 â–¼ | -0.8% | 5,298 | 0.4% | Computer and Technology |
AMAT Applied Materials | $603,390 | $7,226 â–¼ | -1.2% | 835 | 0.4% | Computer and Technology |
QGRO American Century U.S. Quality Growth ETF | $599,584 | $80,039 â–¼ | -11.8% | 5,079 | 0.4% | ETF |
IAU iShares Gold Trust | $544,503 | $24,390 â–¼ | -4.3% | 7,211 | 0.4% | Finance |
SPY SPDR S&P 500 ETF Trust | $482,825 | $8,955 â–² | 1.9% | 647 | 0.3% | Finance |
PM Philip Morris International | $474,581 | $905 â–² | 0.2% | 2,623 | 0.3% | Consumer Staples |
GE GE Aerospace | $462,842 | $30,657 â–² | 7.1% | 1,238 | 0.3% | Aerospace |
WALMART INC
| $451,316 | $1,019 â–² | 0.2% | 3,985 | 0.3% | COM |
AVGO Broadcom | $431,331 | $11,331 â–¼ | -2.6% | 1,142 | 0.3% | Computer and Technology |
MO Altria Group | $418,776 | | 0.0% | 5,820 | 0.3% | Consumer Staples |
SOXX iShares Semiconductor ETF | $386,942 | $64,063 â–¼ | -14.2% | 604 | 0.3% | ETF |
VTI Vanguard Total Stock Market ETF | $381,484 | $8,140 â–¼ | -2.1% | 1,031 | 0.2% | ETF |
AEP American Electric Power | $375,493 | $2,462 â–² | 0.7% | 2,745 | 0.2% | Utilities |
IWV iShares Russell 3000 ETF | $366,486 | $10,239 â–¼ | -2.7% | 859 | 0.2% | ETF |
WMB Williams Companies | $347,763 | $2,305 â–² | 0.7% | 4,678 | 0.2% | Energy |
LLY Eli Lilly and Company | $345,205 | $5,993 â–² | 1.8% | 288 | 0.2% | Medical |
OEF iShares S&P 100 ETF | $335,230 | $6,953 â–¼ | -2.0% | 916 | 0.2% | ETF |
BRK.B Berkshire Hathaway | $332,759 | $38,530 â–² | 13.1% | 665 | 0.2% | Finance |
VHT Vanguard Health Care ETF | $329,807 | $1,196 â–² | 0.4% | 1,103 | 0.2% | ETF |
MAR Marriott International | $309,919 | | 0.0% | 836 | 0.2% | Consumer Discretionary |
NOBL ProShares S&P 500 Aristocrats ETF | $303,985 | $303,985 â–² | New Holding | 5,413 | 0.2% | ETF |
VXUS Vanguard Total International Stock ETF | $301,055 | $1,368 â–² | 0.5% | 3,522 | 0.2% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $291,708 | | 0.0% | 1,371 | 0.2% | ETF |
SRE Sempra Energy | $279,243 | $1,113 â–² | 0.4% | 3,012 | 0.2% | Utilities |
V Visa | $277,842 | $38,418 â–¼ | -12.1% | 810 | 0.2% | Business Services |
GS The Goldman Sachs Group | $260,339 | $1,013 â–² | 0.4% | 257 | 0.2% | Finance |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $241,812 | $865 â–² | 0.4% | 4,193 | 0.2% | ETF |
SDY SPDR S&P Dividend ETF | $236,811 | $1,522 â–² | 0.6% | 1,556 | 0.2% | ETF |
APH Amphenol | $234,325 | $234,325 â–² | New Holding | 1,329 | 0.2% | Computer and Technology |
IWM iShares Russell 2000 ETF | $231,732 | $231,732 â–² | New Holding | 771 | 0.2% | Finance |
JNJ Johnson & Johnson | $225,536 | $4,826 â–² | 2.2% | 888 | 0.1% | Medical |
XLF Financial Select Sector SPDR Fund | $213,913 | $13,939 â–¼ | -6.1% | 3,990 | 0.1% | ETF |
GE VERNOVA INC
| $209,769 | $209,769 â–² | New Holding | 179 | 0.1% | COM |
IYH iShares U.S. Healthcare ETF | $204,721 | $204,721 â–² | New Holding | 3,055 | 0.1% | ETF |
NEA Nuveen AMT-Free Quality Municipal Income Fund | $137,959 | $2,430 â–² | 1.8% | 11,751 | 0.1% | Financial Services |
GLDM SPDR Gold MiniShares Trust | $0 | $246,092 â–¼ | -100.0% | 0 | 0.0% | Finance |
IAUM iShares Gold Trust Micro | $0 | $213,232 â–¼ | -100.0% | 0 | 0.0% | Finance |
VFH Vanguard Financials ETF | $0 | $207,981 â–¼ | -100.0% | 0 | 0.0% | ETF |
