VOO Vanguard S&P 500 ETF | $599,948,880 | $2,938,538 ▼ | -0.5% | 1,167,420 | 9.3% | ETF |
IVV iShares Core S&P 500 ETF | $248,067,232 | $1,472,179 ▼ | -0.6% | 441,479 | 3.8% | ETF |
AAPL Apple | $214,168,746 | $7,217,222 ▼ | -3.3% | 964,160 | 3.3% | Computer and Technology |
IWF iShares Russell 1000 Growth ETF | $205,289,043 | $3,983,184 ▼ | -1.9% | 568,526 | 3.2% | ETF |
VO Vanguard Mid-Cap ETF | $177,503,671 | $1,108,963 ▼ | -0.6% | 686,349 | 2.8% | ETF |
MSFT Microsoft | $116,023,735 | $2,965,207 ▲ | 2.6% | 309,075 | 1.8% | Computer and Technology |
VTV Vanguard Value ETF | $113,647,244 | $861,800 ▲ | 0.8% | 657,909 | 1.8% | ETF |
VB Vanguard Small-Cap ETF | $107,939,291 | $3,076,554 ▼ | -2.8% | 486,762 | 1.7% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $104,214,167 | $41,989,062 ▲ | 67.5% | 601,594 | 1.6% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $97,961,987 | $2,792,756 ▲ | 2.9% | 2,690,524 | 1.5% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $86,423,760 | $1,667,033 ▲ | 2.0% | 505,727 | 1.3% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $84,993,365 | $4,783,762 ▲ | 6.0% | 1,487,458 | 1.3% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $84,822,405 | $14,323,172 ▲ | 20.3% | 1,831,622 | 1.3% | ETF |
DLN WisdomTree U.S. LargeCap Dividend Fund | $82,143,834 | $24,974,702 ▲ | 43.7% | 1,034,949 | 1.3% | Finance |
DFAI Dimensional International Core Equity Market ETF | $81,315,144 | $2,686,998 ▲ | 3.4% | 2,603,751 | 1.3% | ETF |
BRK.B Berkshire Hathaway | $73,231,444 | $4,082,231 ▲ | 5.9% | 137,503 | 1.1% | Finance |
NSC Norfolk Southern | $71,404,461 | $3,838,871 ▲ | 5.7% | 301,475 | 1.1% | Transportation |
SPY SPDR S&P 500 ETF Trust | $70,479,061 | $5,930,080 ▲ | 9.2% | 125,993 | 1.1% | Finance |
IWR iShares Russell Mid-Cap ETF | $66,115,460 | $676,902 ▼ | -1.0% | 777,189 | 1.0% | ETF |
AMZN Amazon.com | $64,764,340 | $1,307,087 ▲ | 2.1% | 340,399 | 1.0% | Retail/Wholesale |
JPM JPMorgan Chase & Co. | $62,004,127 | $329,683 ▼ | -0.5% | 252,769 | 1.0% | Finance |
IJH iShares Core S&P Mid-Cap ETF | $57,553,355 | $1,334,056 ▲ | 2.4% | 986,347 | 0.9% | ETF |
IEFA iShares Core MSCI EAFE ETF | $56,036,915 | $335,432 ▼ | -0.6% | 740,739 | 0.9% | ETF |
IJR iShares Core S&P Small-Cap ETF | $54,222,848 | $2,473,392 ▲ | 4.8% | 518,532 | 0.8% | ETF |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $53,997,179 | $1,432,091 ▲ | 2.7% | 2,914,041 | 0.8% | ETF |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $52,869,300 | $1,248,818 ▲ | 2.4% | 2,598,000 | 0.8% | ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $52,840,152 | $996,250 ▲ | 1.9% | 2,697,302 | 0.8% | ETF |
NVDA NVIDIA | $52,655,674 | $813,609 ▼ | -1.5% | 485,843 | 0.8% | Computer and Technology |
BSCU Invesco BulletShares 2030 Corporate Bond ETF | $50,613,509 | $262,636 ▼ | -0.5% | 3,050,844 | 0.8% | Manufacturing |
COST Costco Wholesale | $45,748,075 | $1,438,524 ▲ | 3.2% | 48,371 | 0.7% | Retail/Wholesale |
GOOGL Alphabet | $45,245,621 | $72,990 ▲ | 0.2% | 292,587 | 0.7% | Computer and Technology |
VONG Vanguard Russell 1000 Growth ETF | $44,308,701 | $8,514,594 ▲ | 23.8% | 477,516 | 0.7% | ETF |
XLG Invesco S&P 500 Top 50 ETF | $43,096,869 | $1,998,511 ▼ | -4.4% | 936,481 | 0.7% | ETF |
JNJ Johnson & Johnson | $39,992,025 | $2,530,379 ▲ | 6.8% | 241,149 | 0.6% | Medical |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $39,763,584 | $3,863,367 ▲ | 10.8% | 1,599,501 | 0.6% | ETF |
EFA iShares MSCI EAFE ETF | $39,358,477 | $1,892,949 ▲ | 5.1% | 481,567 | 0.6% | Finance |
NEOS ETF TRUST
| $38,977,541 | $3,302,094 ▲ | 9.3% | 780,957 | 0.6% | ENHANCED INCOME |
VTI Vanguard Total Stock Market ETF | $38,228,247 | $3,549,277 ▲ | 10.2% | 139,093 | 0.6% | ETF |
SDY SPDR S&P Dividend ETF | $37,195,953 | $1,959,353 ▼ | -5.0% | 274,145 | 0.6% | ETF |
PG Procter & Gamble | $37,045,756 | $569,714 ▲ | 1.6% | 217,379 | 0.6% | Consumer Staples |
CAT Caterpillar | $35,940,882 | $293,521 ▲ | 0.8% | 108,978 | 0.6% | Industrials |
WMT Walmart | $34,099,335 | $347,298 ▲ | 1.0% | 388,419 | 0.5% | Retail/Wholesale |
JAAA Janus Henderson AAA CLO ETF | $33,928,866 | $12,006,495 ▲ | 54.8% | 669,077 | 0.5% | ETF |
MA Mastercard | $33,582,900 | $1,793,456 ▲ | 5.6% | 61,269 | 0.5% | Business Services |
IVW iShares S&P 500 Growth ETF | $33,435,538 | $89,024 ▼ | -0.3% | 360,180 | 0.5% | ETF |
IWV iShares Russell 3000 ETF | $31,885,555 | $2,184,721 ▲ | 7.4% | 100,383 | 0.5% | ETF |
GOOG Alphabet | $31,532,919 | $635,858 ▲ | 2.1% | 201,836 | 0.5% | Computer and Technology |
ORCL Oracle | $30,376,658 | $189,303 ▲ | 0.6% | 217,271 | 0.5% | Computer and Technology |
PEP PepsiCo | $29,521,764 | $130,447 ▲ | 0.4% | 196,891 | 0.5% | Consumer Staples |
IWD iShares Russell 1000 Value ETF | $27,609,945 | $341,888 ▼ | -1.2% | 146,736 | 0.4% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $27,591,672 | $190,986 ▲ | 0.7% | 51,720 | 0.4% | ETF |
LLY Eli Lilly and Company | $27,590,778 | $468,298 ▼ | -1.7% | 33,406 | 0.4% | Medical |
IEI iShares 3-7 Year Treasury Bond ETF | $27,405,369 | $20,966,407 ▲ | 325.6% | 231,983 | 0.4% | ETF |
CVX Chevron | $25,637,411 | $904,037 ▲ | 3.7% | 153,251 | 0.4% | Energy |
PGR Progressive | $25,374,066 | $77,828 ▼ | -0.3% | 89,658 | 0.4% | Finance |
VIG Vanguard Dividend Appreciation ETF | $25,225,649 | $1,482,276 ▼ | -5.5% | 130,036 | 0.4% | ETF |
HD Home Depot | $24,987,361 | $890,940 ▼ | -3.4% | 68,180 | 0.4% | Retail/Wholesale |
XOM Exxon Mobil | $23,692,266 | $1,036,355 ▲ | 4.6% | 199,212 | 0.4% | Energy |
FI Fiserv | $23,396,614 | $1,368,477 ▼ | -5.5% | 105,949 | 0.4% | Business Services |
RTX RTX | $22,797,733 | $203,724 ▲ | 0.9% | 172,110 | 0.4% | Aerospace |
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF | $22,020,289 | $229,062 ▼ | -1.0% | 871,056 | 0.3% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $21,988,096 | $10,128,051 ▼ | -31.5% | 222,281 | 0.3% | Finance |
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF | $21,864,549 | $201,515 ▼ | -0.9% | 855,421 | 0.3% | ETF |
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF | $21,811,557 | $399,759 ▼ | -1.8% | 862,458 | 0.3% | ETF |
V Visa | $21,575,090 | $1,008,260 ▼ | -4.5% | 61,563 | 0.3% | Business Services |
IBMR iShares iBonds Dec 2029 Term Muni Bond ETF | $21,349,925 | $238,631 ▼ | -1.1% | 852,633 | 0.3% | ETF |
IVE iShares S&P 500 Value ETF | $21,270,896 | $107,487 ▲ | 0.5% | 111,611 | 0.3% | ETF |
VONV Vanguard Russell 1000 Value | $21,270,004 | $2,743,137 ▲ | 14.8% | 257,693 | 0.3% | ETF |
VT Vanguard Total World Stock ETF | $21,161,148 | $1,706,662 ▼ | -7.5% | 182,503 | 0.3% | ETF |
IWB iShares Russell 1000 ETF | $21,004,729 | $837,404 ▲ | 4.2% | 68,477 | 0.3% | ETF |
ABBV AbbVie | $20,885,409 | $81,712 ▼ | -0.4% | 99,683 | 0.3% | Medical |
WM Waste Management | $20,750,507 | $194,006 ▲ | 0.9% | 89,631 | 0.3% | Business Services |
ICE Intercontinental Exchange | $20,333,769 | $68,482 ▼ | -0.3% | 117,877 | 0.3% | Finance |
PFM Invesco Dividend Achievers ETF | $19,737,006 | $389,313 ▼ | -1.9% | 431,127 | 0.3% | Manufacturing |
IWM iShares Russell 2000 ETF | $19,613,742 | $186,324 ▼ | -0.9% | 98,319 | 0.3% | Finance |
CRM Salesforce | $19,568,188 | $288,754 ▼ | -1.5% | 72,918 | 0.3% | Computer and Technology |
HYLB Xtrackers USD High Yield Corporate Bond ETF | $19,264,082 | $441,681 ▲ | 2.3% | 532,893 | 0.3% | ETF |
BKNG Booking | $19,084,743 | $534,354 ▲ | 2.9% | 4,143 | 0.3% | Retail/Wholesale |
DHR Danaher | $19,038,908 | $895,652 ▲ | 4.9% | 92,872 | 0.3% | Medical |
PANW Palo Alto Networks | $18,328,464 | $174,565 ▲ | 1.0% | 107,410 | 0.3% | Computer and Technology |
UBER Uber Technologies | $17,786,183 | $15,652,191 ▲ | 733.5% | 244,115 | 0.3% | Computer and Technology |
HON Honeywell International | $17,586,949 | $216,197 ▼ | -1.2% | 83,055 | 0.3% | Multi-Sector Conglomerates |
SCHW Charles Schwab | $17,492,202 | $101,842 ▼ | -0.6% | 223,457 | 0.3% | Finance |
TXN Texas Instruments | $17,400,709 | $387,972 ▼ | -2.2% | 96,832 | 0.3% | Computer and Technology |
AWK American Water Works | $17,275,958 | $16,529,948 ▲ | 2,215.8% | 117,109 | 0.3% | Utilities |
DFAE Dimensional Emerging Core Equity Market ETF | $17,271,264 | $1,787,471 ▲ | 11.5% | 667,102 | 0.3% | ETF |
ABT Abbott Laboratories | $16,285,956 | $904,009 ▼ | -5.3% | 122,774 | 0.3% | Medical |
AVGO Broadcom | $16,203,155 | $369,186 ▼ | -2.2% | 96,775 | 0.3% | Computer and Technology |
LYV Live Nation Entertainment | $16,153,640 | $329,322 ▼ | -2.0% | 123,707 | 0.3% | Consumer Discretionary |
BRK.A Berkshire Hathaway | $15,968,833 | $11,976,625 ▲ | 300.0% | 20 | 0.2% | Finance |
ZTS Zoetis | $15,655,807 | $1,652,105 ▲ | 11.8% | 95,085 | 0.2% | Medical |
CSGP CoStar Group | $14,597,653 | $535,357 ▲ | 3.8% | 184,244 | 0.2% | Computer and Technology |
META Meta Platforms | $14,496,480 | $516,414 ▲ | 3.7% | 25,152 | 0.2% | Computer and Technology |
TTWO Take-Two Interactive Software | $14,406,105 | $38,756 ▼ | -0.3% | 69,511 | 0.2% | Consumer Discretionary |
CSCO Cisco Systems | $14,338,644 | $241,656 ▲ | 1.7% | 232,356 | 0.2% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $13,798,492 | $11,437 ▲ | 0.1% | 271,463 | 0.2% | ETF |
VYM Vanguard High Dividend Yield ETF | $13,479,026 | $268,753 ▲ | 2.0% | 104,521 | 0.2% | ETF |
PYPL PayPal | $13,407,272 | $272,289 ▲ | 2.1% | 205,475 | 0.2% | Computer and Technology |
ADBE Adobe | $13,364,803 | $589,099 ▲ | 4.6% | 34,847 | 0.2% | Computer and Technology |
MUB iShares National Muni Bond ETF | $13,338,211 | $336,882 ▼ | -2.5% | 126,500 | 0.2% | ETF |
