LLY Eli Lilly and Company | $217,693,148 | $59,785 â–² | 0.0% | 236,682 | 22.4% | Medical |
AAPL Apple | $48,164,337 | $881,668 â–¼ | -1.8% | 189,780 | 5.0% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $39,282,338 | $30,182 â–² | 0.1% | 613,020 | 4.0% | ETF |
IVV iShares Core S&P 500 ETF | $29,784,157 | $45,071 â–¼ | -0.2% | 45,597 | 3.1% | ETF |
PEP PepsiCo | $20,431,816 | $770,238 â–¼ | -3.6% | 131,572 | 2.1% | Consumer Staples |
DOL WisdomTree International LargeCap Dividend Fund | $18,325,828 | $1,821,358 â–² | 11.0% | 269,551 | 1.9% | Finance |
NVDA NVIDIA | $16,264,185 | $596,796 â–² | 3.8% | 93,258 | 1.7% | Computer and Technology |
IEMG iShares Core MSCI Emerging Markets ETF | $16,259,240 | $719,403 â–¼ | -4.2% | 233,107 | 1.7% | ETF |
TIP iShares TIPS Bond ETF | $15,175,768 | $14,819,194 â–² | 4,156.0% | 137,511 | 1.6% | ETF |
ISHG iShares 1-3 Year International Treasury Bond ETF | $14,875,905 | $4,610,539 â–² | 44.9% | 200,527 | 1.5% | ETF |
AMZN Amazon.com | $14,548,634 | $9,580 â–¼ | -0.1% | 69,855 | 1.5% | Retail/Wholesale |
RVTY Revvity | $14,251,606 | | 0.0% | 162,671 | 1.5% | Medical |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $14,087,790 | $565,966 â–² | 4.2% | 237,889 | 1.5% | ETF |
MGK Vanguard Mega Cap Growth ETF | $13,456,067 | $241,409 â–¼ | -1.8% | 36,621 | 1.4% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $13,230,866 | $5,310,540 â–² | 67.0% | 111,559 | 1.4% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $13,218,916 | $81,805 â–² | 0.6% | 289,571 | 1.4% | ETF |
TLH iShares 10-20 Year Treasury Bond ETF | $12,695,252 | $12,695,252 â–² | New Holding | 126,045 | 1.3% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $11,661,923 | $643,277 â–² | 5.8% | 248,602 | 1.2% | ETF |
VTI Vanguard Total Stock Market ETF | $11,436,021 | $2,562,654 â–¼ | -18.3% | 35,647 | 1.2% | ETF |
MBB iShares MBS ETF | $9,277,944 | $9,277,944 â–² | New Holding | 97,714 | 1.0% | ETF |
VIG Vanguard Dividend Appreciation ETF | $9,023,609 | $127,099 â–¼ | -1.4% | 41,959 | 0.9% | ETF |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $8,776,174 | $2,223,301 â–² | 33.9% | 207,426 | 0.9% | ETF |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | $8,659,568 | $418,717 â–² | 5.1% | 144,086 | 0.9% | Finance |
MSFT Microsoft | $8,556,545 | $342,780 â–² | 4.2% | 23,115 | 0.9% | Computer and Technology |
PAVE Global X U.S. Infrastructure Development ETF | $7,964,575 | $218,788 â–² | 2.8% | 156,752 | 0.8% | ETF |
BRK.B Berkshire Hathaway | $7,838,719 | $202,222 â–¼ | -2.5% | 16,358 | 0.8% | Finance |
SHY iShares 1-3 Year Treasury Bond ETF | $7,753,302 | $5,288,512 â–¼ | -40.6% | 93,900 | 0.8% | Manufacturing |
TSLA Tesla | $7,448,392 | $69,875,330 â–¼ | -90.4% | 20,036 | 0.8% | Auto/Tires/Trucks |
VYM Vanguard High Dividend Yield ETF | $7,205,130 | $122,184 â–¼ | -1.7% | 48,650 | 0.7% | Financial Services |
VO Vanguard Mid-Cap ETF | $6,807,724 | $114,587 â–² | 1.7% | 23,705 | 0.7% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $6,799,294 | $966,278 â–² | 16.6% | 61,549 | 0.7% | ETF |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $6,772,263 | $6,772,263 â–² | New Holding | 201,916 | 0.7% | ETF |
AVES Avantis Emerging Markets Value ETF | $6,521,049 | $1,275,359 â–² | 24.3% | 108,720 | 0.7% | ETF |
BNL Broadstone Net Lease | $6,517,057 | $86,746 â–¼ | -1.3% | 356,708 | 0.7% | Finance |
DEM WisdomTree Emerging Markets High Dividend Fund | $6,327,152 | $43,429 â–² | 0.7% | 127,333 | 0.7% | Finance |
VV Vanguard Large-Cap ETF | $6,242,379 | $20,920 â–¼ | -0.3% | 20,888 | 0.6% | ETF |
AIRR First Trust RBA American Industrial Renaissance ETF | $6,155,781 | $110,004 â–¼ | -1.8% | 55,568 | 0.6% | Manufacturing |
DGRO iShares Core Dividend Growth ETF | $5,747,445 | $10,176 â–² | 0.2% | 81,896 | 0.6% | ETF |
DES WisdomTree U.S. SmallCap Dividend Fund | $5,743,981 | $61,493 â–¼ | -1.1% | 159,821 | 0.6% | Finance |
VTEB Vanguard Tax-Exempt Bond ETF | $5,408,475 | $90,451 â–¼ | -1.6% | 108,408 | 0.6% | ETF |
TSM Taiwan Semiconductor Manufacturing | $5,364,213 | $16,897 â–¼ | -0.3% | 15,873 | 0.6% | Computer and Technology |
EFA iShares MSCI EAFE ETF | $5,351,723 | $586,855 â–² | 12.3% | 55,099 | 0.6% | Finance |
SUB iShares Short-Term National Muni Bond ETF | $5,221,908 | $1,030,814 â–² | 24.6% | 49,032 | 0.5% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $5,212,618 | $304,152 â–² | 6.2% | 66,479 | 0.5% | ETF |
GOOGL Alphabet | $5,150,736 | $20,129 â–² | 0.4% | 17,912 | 0.5% | Computer and Technology |
MLPA Global X MLP ETF | $5,113,340 | $229,863 â–¼ | -4.3% | 94,920 | 0.5% | ETF |
META Meta Platforms | $5,069,519 | $10,298 â–² | 0.2% | 8,861 | 0.5% | Computer and Technology |
AVLV Avantis U.S. Large Cap Value ETF | $5,044,413 | $817,063 â–² | 19.3% | 62,578 | 0.5% | ETF |
MUB iShares National Muni Bond ETF | $5,009,333 | $1,291,954 â–² | 34.8% | 47,191 | 0.5% | ETF |
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF | $4,881,128 | $148,884 â–² | 3.1% | 56,488 | 0.5% | ETF |
GOOG Alphabet | $4,748,761 | $109,296 â–¼ | -2.2% | 16,554 | 0.5% | Computer and Technology |
IDEV iShares Core MSCI International Developed Markets ETF | $4,631,951 | $57,329 â–¼ | -1.2% | 55,426 | 0.5% | ETF |
AVDV Avantis International Small Cap Value ETF | $4,593,749 | $576,790 â–² | 14.4% | 46,002 | 0.5% | ETF |
VFH Vanguard Financials ETF | $4,582,875 | $364,117 â–¼ | -7.4% | 37,935 | 0.5% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $4,516,338 | $39,720 â–¼ | -0.9% | 85,960 | 0.5% | Finance |
CRWD CrowdStrike | $4,504,941 | $5,075 â–² | 0.1% | 11,539 | 0.5% | Computer and Technology |
BRK.A Berkshire Hathaway | $4,308,840 | | 0.0% | 6 | 0.4% | Finance |
DFAS Dimensional U.S. Small Cap ETF | $4,014,262 | $6,402 â–¼ | -0.2% | 56,436 | 0.4% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $3,854,612 | $48,898 â–¼ | -1.3% | 116,984 | 0.4% | ETF |
SPY SPDR S&P 500 ETF Trust | $3,458,911 | $379,121 â–² | 12.3% | 5,319 | 0.4% | Finance |
IDV iShares International Select Dividend ETF | $3,440,022 | $695,895 â–² | 25.4% | 80,828 | 0.4% | ETF |
QQQ Invesco QQQ | $3,426,173 | $3,463 â–² | 0.1% | 5,936 | 0.4% | Finance |
VOE Vanguard Mid-Cap Value ETF | $3,161,692 | $48,834 â–¼ | -1.5% | 17,157 | 0.3% | ETF |
VNQ Vanguard Real Estate ETF | $3,099,947 | $46,656 â–² | 1.5% | 34,949 | 0.3% | ETF |
NYF iShares New York Muni Bond ETF | $3,067,414 | $25,498 â–¼ | -0.8% | 57,745 | 0.3% | ETF |
AMLP Alerian MLP ETF | $2,762,652 | $24,267 â–² | 0.9% | 52,482 | 0.3% | ETF |
AVDE Avantis International Equity ETF | $2,683,235 | $133,029 â–¼ | -4.7% | 31,627 | 0.3% | ETF |
EWX SPDR S&P Emerging Markets SmallCap ETF | $2,669,096 | $458,217 â–² | 20.7% | 40,367 | 0.3% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $2,616,270 | | 0.0% | 18,500 | 0.3% | Manufacturing |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $2,549,782 | $285 â–² | 0.0% | 17,902 | 0.3% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $2,403,279 | $393,862 â–² | 19.6% | 44,464 | 0.2% | ETF |
BK BNY | $2,338,316 | | 0.0% | 19,711 | 0.2% | Finance |
ITW Illinois Tool Works | $2,237,973 | $90,321 â–¼ | -3.9% | 8,598 | 0.2% | Industrials |
IWF iShares Russell 1000 Growth ETF | $2,237,321 | | 0.0% | 5,247 | 0.2% | ETF |
DVY iShares Select Dividend ETF | $2,221,185 | $77,673 â–¼ | -3.4% | 14,670 | 0.2% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $2,173,817 | $202,219 â–² | 10.3% | 28,401 | 0.2% | ETF |
IEFA iShares Core MSCI EAFE ETF | $2,172,539 | $2,897 â–¼ | -0.1% | 23,998 | 0.2% | ETF |
GLD SPDR Gold Shares | $2,116,166 | $8,606 â–² | 0.4% | 4,918 | 0.2% | Finance |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $2,088,323 | $200,452 â–¼ | -8.8% | 23,774 | 0.2% | Manufacturing |
DFAT Dimensional U.S. Targeted Value ETF | $2,035,293 | $2,810 â–¼ | -0.1% | 32,591 | 0.2% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $2,027,872 | $481,191 â–¼ | -19.2% | 24,506 | 0.2% | ETF |
COST Costco Wholesale | $2,012,773 | $18,932 â–² | 0.9% | 2,020 | 0.2% | Retail/Wholesale |
JNJ Johnson & Johnson | $1,982,853 | $40,087 â–¼ | -2.0% | 8,112 | 0.2% | Medical |
MOAT VanEck Morningstar Wide Moat ETF | $1,889,035 | | 0.0% | 19,535 | 0.2% | ETF |
SCHH Schwab U.S. REIT ETF | $1,870,683 | $12,851 â–¼ | -0.7% | 87,049 | 0.2% | ETF |
EPD Enterprise Products Partners | $1,799,177 | $122,110 â–² | 7.3% | 47,547 | 0.2% | Energy |
MRK Merck & Co., Inc. | $1,764,173 | $8,541 â–¼ | -0.5% | 14,666 | 0.2% | Medical |
NEE NextEra Energy | $1,685,792 | $119,352 â–¼ | -6.6% | 18,150 | 0.2% | Utilities |
IBM International Business Machines | $1,650,056 | $28,604 â–² | 1.8% | 6,807 | 0.2% | Computer and Technology |
STAG Stag Industrial | $1,641,048 | $151,740 â–² | 10.2% | 45,509 | 0.2% | Finance |
VOO Vanguard S&P 500 ETF | $1,633,800 | $67,527 â–¼ | -4.0% | 2,734 | 0.2% | ETF |
VB Vanguard Small-Cap ETF | $1,551,691 | $11,525 â–² | 0.7% | 5,924 | 0.2% | ETF |
SPG Simon Property Group | $1,543,981 | $93,269 â–² | 6.4% | 8,277 | 0.2% | Finance |
TM Toyota Motor | $1,531,249 | | 0.0% | 7,430 | 0.2% | Auto/Tires/Trucks |
TXN Texas Instruments | $1,469,550 | $22,519 â–¼ | -1.5% | 7,570 | 0.2% | Computer and Technology |
DLN WisdomTree U.S. LargeCap Dividend Fund | $1,449,201 | | 0.0% | 16,223 | 0.1% | Finance |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $1,422,020 | $4,418,726 â–¼ | -75.7% | 47,290 | 0.1% | ETF |
AMD Advanced Micro Devices | $1,396,765 | $104,361 â–² | 8.1% | 6,866 | 0.1% | Computer and Technology |
ET Energy Transfer | $1,391,238 | $199,369 â–² | 16.7% | 72,085 | 0.1% | Energy |
IAU iShares Gold Trust | $1,365,775 | | 0.0% | 15,492 | 0.1% | Finance |
