LLY Eli Lilly and Company | $283,913,665 | $29,986 â–² | 0.0% | 236,707 | 24.7% | Healthcare |
AAPL Apple | $54,537,596 | $377,035 â–¼ | -0.7% | 188,477 | 4.7% | Technology |
VEA Vanguard FTSE Developed Markets ETF | $42,738,813 | $938,861 â–¼ | -2.1% | 599,843 | 3.7% | ETF |
IVV iShares Core S&P 500 ETF | $36,718,998 | $2,571,700 â–² | 7.5% | 49,031 | 3.2% | ETF |
DOL WisdomTree International LargeCap Dividend Fund | $22,869,667 | $2,824,659 â–² | 14.1% | 307,535 | 2.0% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $19,488,235 | $177,691 â–² | 0.9% | 235,252 | 1.7% | ETF |
NVDA NVIDIA | $18,463,783 | $196,289 â–¼ | -1.1% | 92,277 | 1.6% | Technology |
RVTY Revvity | $18,098,775 | | 0.0% | 162,671 | 1.6% | Healthcare |
TIP iShares TIPS Bond ETF | $18,018,379 | $2,970,581 â–² | 19.7% | 164,657 | 1.6% | ETF |
PEP PepsiCo | $17,503,023 | $311,826 â–¼ | -1.8% | 129,269 | 1.5% | Consumer Staples |
ISHG iShares 1-3 Year International Treasury Bond ETF | $16,868,880 | $1,980,779 â–² | 13.3% | 227,206 | 1.5% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $16,718,938 | $647,157 â–² | 4.0% | 247,468 | 1.5% | ETF |
MGK Vanguard Mega Cap Growth ETF | $16,517,112 | $13,297,767 â–² | 413.1% | 187,887 | 1.4% | ETF |
AMZN Amazon.com | $16,424,886 | $224,277 â–¼ | -1.3% | 68,914 | 1.4% | Consumer Discretionary |
IEI iShares 3-7 Year Treasury Bond ETF | $15,679,128 | $2,576,504 â–² | 19.7% | 133,496 | 1.4% | ETF |
TLH iShares 10-20 Year Treasury Bond ETF | $15,486,694 | $2,838,095 â–² | 22.4% | 154,327 | 1.3% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $14,585,436 | $6,047 â–¼ | 0.0% | 289,451 | 1.3% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $13,956,887 | $1,084,273 â–² | 8.4% | 269,542 | 1.2% | ETF |
VTI Vanguard Total Stock Market ETF | $13,120,978 | $69,938 â–¼ | -0.5% | 35,458 | 1.1% | ETF |
MBB iShares MBS ETF | $12,759,205 | $3,523,245 â–² | 38.1% | 134,989 | 1.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $9,927,618 | $710 â–¼ | 0.0% | 41,956 | 0.9% | ETF |
PAVE Global X U.S. Infrastructure Development ETF | $9,846,245 | $610,412 â–² | 6.6% | 167,112 | 0.9% | ETF |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | $9,811,606 | $487,785 â–² | 5.2% | 151,624 | 0.9% | ETF |
MUB iShares National Muni Bond ETF | $9,132,212 | $4,053,511 â–² | 79.8% | 84,856 | 0.8% | ETF |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $9,123,653 | $326,726 â–² | 3.7% | 215,130 | 0.8% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $8,983,521 | $1,304,623 â–² | 17.0% | 72,006 | 0.8% | ETF |
MSFT Microsoft | $8,725,652 | $103,326 â–² | 1.2% | 23,392 | 0.8% | Technology |
AVES Avantis Emerging Markets Value ETF | $8,681,346 | $1,549,336 â–² | 21.7% | 132,338 | 0.8% | ETF |
TSLA Tesla | $8,518,842 | $91,691 â–² | 1.1% | 20,254 | 0.7% | Consumer Discretionary |
BRK.B Berkshire Hathaway | $8,208,362 | $23,018 â–² | 0.3% | 16,404 | 0.7% | Finance |
SHY iShares 1-3 Year Treasury Bond ETF | $8,185,855 | $475,744 â–² | 6.2% | 99,694 | 0.7% | ETF |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $7,959,840 | $1,203,725 â–² | 17.8% | 237,891 | 0.7% | ETF |
CRWD CrowdStrike | $7,800,817 | $1,005,055 â–¼ | -11.4% | 10,222 | 0.7% | Technology |
VYM Vanguard High Dividend Yield ETF | $7,727,820 | $39,666 â–² | 0.5% | 48,901 | 0.7% | ETF |
VO Vanguard Mid-Cap ETF | $7,636,781 | $5,726,861 â–² | 299.8% | 94,784 | 0.7% | ETF |
TSM Taiwan Semiconductor Manufacturing | $7,623,354 | $42,981 â–² | 0.6% | 15,963 | 0.7% | Technology |
EFA iShares MSCI EAFE ETF | $7,575,275 | $1,851,565 â–² | 32.3% | 72,923 | 0.7% | ETF |
AIRR First Trust RBA American Industrial Renaissance ETF | $7,541,100 | $136,714 â–² | 1.8% | 56,594 | 0.7% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $7,147,038 | $1,439,295 â–² | 25.2% | 78,358 | 0.6% | ETF |
VV Vanguard Large-Cap ETF | $7,124,440 | $59,153 â–¼ | -0.8% | 20,716 | 0.6% | ETF |
DEM WisdomTree Emerging Markets High Dividend Fund | $6,954,013 | $104,783 â–² | 1.5% | 129,281 | 0.6% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $6,775,006 | $1,554,569 â–² | 29.8% | 63,633 | 0.6% | ETF |
DES WisdomTree U.S. SmallCap Dividend Fund | $6,414,198 | $87,340 â–¼ | -1.3% | 157,674 | 0.6% | ETF |
GOOGL Alphabet | $6,281,820 | $119,361 â–¼ | -1.9% | 17,578 | 0.5% | Communication Services |
DGRO iShares Core Dividend Growth ETF | $6,191,798 | $15,082 â–¼ | -0.2% | 81,697 | 0.5% | ETF |
GOOG Alphabet | $5,687,384 | $161,467 â–¼ | -2.8% | 16,097 | 0.5% | Communication Services |
SCZ iShares MSCI EAFE Small-Cap ETF | $5,654,253 | $185,025 â–² | 3.4% | 68,728 | 0.5% | ETF |
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF | $5,599,322 | $426,716 â–² | 8.2% | 61,148 | 0.5% | ETF |
VFH Vanguard Financials ETF | $5,569,648 | $577,455 â–² | 11.6% | 42,323 | 0.5% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $5,473,161 | $10,116 â–¼ | -0.2% | 108,208 | 0.5% | ETF |
AVDV Avantis International Small Cap Value ETF | $5,457,568 | $717,027 â–² | 15.1% | 52,960 | 0.5% | ETF |
META Meta Platforms | $4,977,307 | $14,082 â–¼ | -0.3% | 8,836 | 0.4% | Communication Services |
IDEV iShares Core MSCI International Developed Markets ETF | $4,908,367 | $25,101 â–¼ | -0.5% | 55,144 | 0.4% | ETF |
MLPA Global X MLP ETF | $4,875,186 | $163,168 â–¼ | -3.2% | 91,846 | 0.4% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $4,830,199 | $28,260 â–¼ | -0.6% | 85,460 | 0.4% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $4,576,421 | $70,482 â–¼ | -1.5% | 55,580 | 0.4% | ETF |
BRK.A Berkshire Hathaway | $4,493,100 | | 0.0% | 6 | 0.4% | Finance |
BNL Broadstone Net Lease | $4,278,754 | $3,094,404 â–¼ | -42.0% | 207,003 | 0.4% | Real Estate |
QQQ Invesco QQQ | $4,235,078 | $136,235 â–¼ | -3.1% | 5,751 | 0.4% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $4,200,865 | $40,974 â–¼ | -1.0% | 115,854 | 0.4% | ETF |
SPY SPDR S&P 500 ETF Trust | $3,935,940 | $35,842 â–¼ | -0.9% | 5,271 | 0.3% | ETF |
IDV iShares International Select Dividend ETF | $3,620,535 | $271,823 â–² | 8.1% | 87,389 | 0.3% | ETF |
NYF iShares New York Muni Bond ETF | $3,370,356 | $257,612 â–² | 8.3% | 62,524 | 0.3% | ETF |
VNQ Vanguard Real Estate ETF | $3,349,098 | $21,022 â–¼ | -0.6% | 34,731 | 0.3% | ETF |
VOE Vanguard Mid-Cap Value ETF | $3,309,602 | $80,621 â–¼ | -2.4% | 16,749 | 0.3% | ETF |
AMD Advanced Micro Devices | $3,039,362 | $949,220 â–¼ | -23.8% | 5,232 | 0.3% | Technology |
ESGU iShares ESG Aware MSCI USA ETF | $3,027,895 | | 0.0% | 18,500 | 0.3% | ETF |
IWF iShares Russell 1000 Growth ETF | $3,007,894 | $2,356,374 â–² | 361.7% | 24,224 | 0.3% | ETF |
EWX SPDR S&P Emerging Markets SmallCap ETF | $2,999,520 | $74 â–² | 0.0% | 40,368 | 0.3% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $2,940,762 | | 0.0% | 17,902 | 0.3% | ETF |
BANK OF NY MELLON CORP
| $2,826,547 | $23,861 â–¼ | -0.8% | 19,546 | 0.2% | COM |
AVDE Avantis International Equity ETF | $2,768,144 | $52,985 â–¼ | -1.9% | 31,033 | 0.2% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $2,757,618 | $103,562 â–² | 3.9% | 46,199 | 0.2% | ETF |
AMLP Alerian MLP ETF | $2,711,548 | $9,644 â–¼ | -0.4% | 52,296 | 0.2% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $2,577,035 | $81,115 â–² | 3.2% | 29,324 | 0.2% | ETF |
IEFA iShares Core MSCI EAFE ETF | $2,566,324 | $248,597 â–² | 10.7% | 26,572 | 0.2% | ETF |
DVY iShares Select Dividend ETF | $2,292,921 | | 0.0% | 14,670 | 0.2% | ETF |
SPG Simon Property Group | $2,254,255 | $403,033 â–² | 21.8% | 10,079 | 0.2% | Real Estate |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $2,234,655 | $38,631 â–¼ | -1.7% | 23,370 | 0.2% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $2,230,842 | $47,252 â–¼ | -2.1% | 31,915 | 0.2% | ETF |
ITW Illinois Tool Works | $2,210,281 | $115,220 â–¼ | -5.0% | 8,172 | 0.2% | Industrials |
STAG Stag Industrial | $2,201,612 | $469,545 â–² | 27.1% | 57,846 | 0.2% | Real Estate |
MOAT VanEck Morningstar Wide Moat ETF | $2,030,859 | | 0.0% | 19,535 | 0.2% | ETF |
EQR Equity Residential | $1,948,166 | $498,878 â–² | 34.4% | 28,679 | 0.2% | Real Estate |
JNJ Johnson & Johnson | $1,920,914 | $139,167 â–¼ | -6.8% | 7,564 | 0.2% | Healthcare |
IBM International Business Machines | $1,917,976 | $3,656 â–² | 0.2% | 6,820 | 0.2% | Technology |
VOO Vanguard S&P 500 ETF | $1,912,559 | $35,024 â–² | 1.9% | 2,785 | 0.2% | ETF |
COST Costco Wholesale | $1,906,840 | $16,842 â–² | 0.9% | 2,038 | 0.2% | Consumer Staples |
MRK Merck & Co., Inc. | $1,894,861 | $10,280 â–² | 0.5% | 14,746 | 0.2% | Healthcare |
SCHH Schwab U.S. REIT ETF | $1,862,407 | $198,912 â–¼ | -9.6% | 78,649 | 0.2% | ETF |
GLD SPDR Gold Shares | $1,818,324 | $6,631 â–² | 0.4% | 4,936 | 0.2% | ETF |
TXN Texas Instruments | $1,756,687 | $499,526 â–¼ | -22.1% | 5,894 | 0.2% | Technology |
VB Vanguard Small-Cap ETF | $1,741,211 | $54,564 â–¼ | -3.0% | 5,744 | 0.2% | ETF |
AVGO Broadcom | $1,711,434 | $119,736 â–² | 7.5% | 4,531 | 0.1% | Technology |
EPD Enterprise Products Partners | $1,711,279 | $36,539 â–¼ | -2.1% | 46,553 | 0.1% | Energy |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1,630,271 | $395,150 â–¼ | -19.5% | 19,725 | 0.1% | ETF |
DLN WisdomTree U.S. LargeCap Dividend Fund | $1,562,599 | | 0.0% | 16,223 | 0.1% | ETF |
NEE NextEra Energy | $1,540,557 | $52,487 â–¼ | -3.3% | 17,552 | 0.1% | Utilities |
VXF Vanguard Extended Market ETF | $1,529,638 | $8,125 â–¼ | -0.5% | 6,213 | 0.1% | ETF |
O Realty Income | $1,497,693 | $194,988 â–² | 15.0% | 24,172 | 0.1% | Real Estate |
