IVV iShares Core S&P 500 ETF | $50,619,369 | $1,715,542 ▲ | 3.5% | 81,526 | 17.2% | ETF |
EFA iShares MSCI EAFE ETF | $21,499,257 | $143,292 ▼ | -0.7% | 240,511 | 7.3% | Finance |
AGG iShares Core U.S. Aggregate Bond ETF | $20,631,130 | $1,782,724 ▲ | 9.5% | 207,975 | 7.0% | Finance |
EEM iShares MSCI Emerging Markets ETF | $12,102,844 | $541,784 ▲ | 4.7% | 250,888 | 4.1% | Finance |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $9,829,341 | $1,246,560 ▲ | 14.5% | 184,450 | 3.3% | Manufacturing |
IJH iShares Core S&P Mid-Cap ETF | $8,846,583 | $226,807 ▲ | 2.6% | 142,641 | 3.0% | ETF |
AAAU Goldman Sachs Physical Gold ETF | $8,232,844 | $389,709 ▲ | 5.0% | 251,923 | 2.8% | Finance |
GBF iShares Government/Credit Bond ETF | $7,886,909 | $1,456,392 ▼ | -15.6% | 75,512 | 2.7% | ETF |
QLTA iShares Aaa - A Rated Corporate Bond ETF | $6,885,501 | $196,383 ▲ | 2.9% | 143,928 | 2.3% | ETF |
MSFT Microsoft | $6,876,963 | $54,713 ▲ | 0.8% | 13,826 | 2.3% | Computer and Technology |
XLY Consumer Discretionary Select Sector SPDR Fund | $6,260,652 | $493,993 ▲ | 8.6% | 28,807 | 2.1% | Finance |
AAPL Apple | $5,468,601 | $97,251 ▲ | 1.8% | 26,654 | 1.9% | Computer and Technology |
XLC Communication Services Select Sector SPDR Fund | $5,365,554 | $1,069,573 ▼ | -16.6% | 49,438 | 1.8% | ETF |
XLK Technology Select Sector SPDR Fund | $5,137,291 | $946,323 ▲ | 22.6% | 20,287 | 1.7% | ETF |
AVGO Broadcom | $4,769,050 | $143,339 ▼ | -2.9% | 17,301 | 1.6% | Computer and Technology |
SPYG SPDR Portfolio S&P 500 Growth ETF | $3,983,899 | $42,799 ▲ | 1.1% | 41,795 | 1.3% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $3,828,046 | $48,264 ▼ | -1.2% | 94,543 | 1.3% | ETF |
XLI Industrial Select Sector SPDR Fund | $3,788,197 | $118,460 ▼ | -3.0% | 25,679 | 1.3% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $3,654,650 | $14,175 ▼ | -0.4% | 50,277 | 1.2% | ETF |
XLF Financial Select Sector SPDR Fund | $3,623,082 | $558,215 ▲ | 18.2% | 69,182 | 1.2% | ETF |
XLV Health Care Select Sector SPDR Fund | $3,616,026 | $725,038 ▲ | 25.1% | 26,827 | 1.2% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $3,290,620 | $129,376 ▲ | 4.1% | 77,245 | 1.1% | ETF |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $3,070,341 | $135,780 ▲ | 4.6% | 33,150 | 1.0% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $3,016,354 | $64,581 ▲ | 2.2% | 70,574 | 1.0% | ETF |
V Visa | $2,720,393 | $215,515 ▲ | 8.6% | 7,662 | 0.9% | Business Services |
IEFA iShares Core MSCI EAFE ETF | $2,702,415 | $48,335 ▼ | -1.8% | 32,372 | 0.9% | ETF |
KLAC KLA | $2,488,366 | $49,266 ▼ | -1.9% | 2,778 | 0.8% | Computer and Technology |
EWC iShares MSCI Canada ETF | $2,456,916 | $2,456,916 ▲ | New Holding | 53,180 | 0.8% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $2,452,129 | $237,362 ▼ | -8.8% | 46,850 | 0.8% | ETF |
XLP Consumer Staples Select Sector SPDR Fund | $2,248,149 | $318,538 ▲ | 16.5% | 27,765 | 0.8% | ETF |
FEZ SPDR EURO STOXX 50 ETF | $2,167,010 | $2,167,010 ▲ | New Holding | 36,280 | 0.7% | ETF |
QQQ Invesco QQQ | $2,001,006 | $8,275 ▲ | 0.4% | 3,627 | 0.7% | Finance |
QUAL iShares MSCI USA Quality Factor ETF | $1,831,491 | $105,122 ▲ | 6.1% | 10,018 | 0.6% | ETF |
GOOGL Alphabet | $1,707,669 | $1,201,536 ▲ | 237.4% | 9,690 | 0.6% | Computer and Technology |
XLU Utilities Select Sector SPDR Fund | $1,696,182 | $26,948 ▲ | 1.6% | 20,771 | 0.6% | ETF |
JPM JPMorgan Chase & Co. | $1,624,398 | $31,021 ▲ | 1.9% | 5,603 | 0.6% | Finance |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $1,623,016 | $27,709 ▲ | 1.7% | 21,672 | 0.5% | ETF |
WMT Walmart | $1,536,341 | $74,901 ▲ | 5.1% | 15,712 | 0.5% | Retail/Wholesale |
MUB iShares National Muni Bond ETF | $1,482,571 | $841,064 ▲ | 131.1% | 14,190 | 0.5% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $1,460,471 | $1,460,471 ▲ | New Holding | 63,554 | 0.5% | ETF |
AMGN Amgen | $1,457,755 | $263,295 ▲ | 22.0% | 5,221 | 0.5% | Medical |
XLE Energy Select Sector SPDR Fund | $1,369,136 | $13,993 ▲ | 1.0% | 16,144 | 0.5% | ETF |
MDT Medtronic | $1,363,886 | $178,614 ▲ | 15.1% | 15,646 | 0.5% | Medical |
AMT American Tower | $1,346,485 | $19,892 ▲ | 1.5% | 6,092 | 0.5% | Finance |
SUB iShares Short-Term National Muni Bond ETF | $1,247,475 | $95,706 ▼ | -7.1% | 11,731 | 0.4% | ETF |
ETN Eaton | $1,244,476 | $41,054 ▼ | -3.2% | 3,486 | 0.4% | Industrials |
AMZN Amazon.com | $1,163,425 | $78,542 ▲ | 7.2% | 5,303 | 0.4% | Retail/Wholesale |
BLACKROCK INC
| $1,140,546 | $26,232 ▲ | 2.4% | 1,087 | 0.4% | COM |
PNC The PNC Financial Services Group | $1,068,786 | $15,846 ▲ | 1.5% | 5,733 | 0.4% | Finance |
IEMG iShares Core MSCI Emerging Markets ETF | $1,053,046 | $47,064 ▼ | -4.3% | 17,542 | 0.4% | ETF |
AFL Aflac | $1,049,749 | | 0.0% | 9,954 | 0.4% | Finance |
IDEV iShares Core MSCI International Developed Markets ETF | $1,046,919 | $181,203 ▲ | 20.9% | 13,768 | 0.4% | ETF |
QCOM QUALCOMM | $965,777 | $59,724 ▲ | 6.6% | 6,064 | 0.3% | Computer and Technology |
MRK Merck & Co., Inc. | $962,133 | $215,320 ▲ | 28.8% | 12,154 | 0.3% | Medical |
SCHW Charles Schwab | $888,221 | $38,321 ▲ | 4.5% | 9,735 | 0.3% | Finance |
IJR iShares Core S&P Small-Cap ETF | $834,320 | $115,520 ▼ | -12.2% | 7,634 | 0.3% | ETF |
MBB iShares MBS ETF | $832,429 | $832,429 ▲ | New Holding | 8,866 | 0.3% | ETF |
EBAY eBay | $829,187 | $65,525 ▼ | -7.3% | 11,136 | 0.3% | Retail/Wholesale |
VEA Vanguard FTSE Developed Markets ETF | $817,676 | $54,671 ▼ | -6.3% | 14,343 | 0.3% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $791,552 | $165,888 ▼ | -17.3% | 30,920 | 0.3% | ETF |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $778,209 | $18,095 ▼ | -2.3% | 37,631 | 0.3% | ETF |
ORCL Oracle | $765,861 | $108,440 ▲ | 16.5% | 3,503 | 0.3% | Computer and Technology |
BRK.A Berkshire Hathaway | $728,800 | | 0.0% | 1 | 0.2% | Finance |
PEP PepsiCo | $692,690 | $150,263 ▲ | 27.7% | 5,246 | 0.2% | Consumer Staples |
IVW iShares S&P 500 Growth ETF | $687,795 | $24,773 ▲ | 3.7% | 6,247 | 0.2% | ETF |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | $674,584 | $674,584 ▲ | New Holding | 13,114 | 0.2% | Manufacturing |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $648,948 | $76,502 ▼ | -10.5% | 12,300 | 0.2% | Manufacturing |
TJX TJX Companies | $632,886 | $146,706 ▲ | 30.2% | 5,125 | 0.2% | Retail/Wholesale |
SCHG Schwab U.S. Large-Cap Growth ETF | $630,089 | $25,208 ▼ | -3.8% | 21,571 | 0.2% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $620,097 | $139,758 ▲ | 29.1% | 3,412 | 0.2% | ETF |
EMR Emerson Electric | $614,251 | $37,332 ▲ | 6.5% | 4,607 | 0.2% | Industrials |
VTI Vanguard Total Stock Market ETF | $608,468 | $51,972 ▲ | 9.3% | 2,002 | 0.2% | ETF |
VUG Vanguard Growth ETF | $585,702 | $1,315 ▼ | -0.2% | 1,336 | 0.2% | ETF |
SCHF Schwab International Equity ETF | $572,429 | $22 ▲ | 0.0% | 25,902 | 0.2% | ETF |
VOO Vanguard S&P 500 ETF | $571,478 | | 0.0% | 1,006 | 0.2% | ETF |
GLD SPDR Gold Shares | $570,642 | | 0.0% | 1,872 | 0.2% | Finance |
MGK Vanguard Mega Cap Growth ETF | $538,636 | $29,294 ▼ | -5.2% | 1,471 | 0.2% | ETF |
ACWX iShares MSCI ACWI ex U.S. ETF | $529,447 | $19,745 ▲ | 3.9% | 8,688 | 0.2% | Manufacturing |
MGV Vanguard Mega Cap Value ETF | $515,485 | | 0.0% | 3,929 | 0.2% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $509,180 | $18,599 ▲ | 3.8% | 9,363 | 0.2% | ETF |
APD Air Products and Chemicals | $487,682 | $57,822 ▲ | 13.5% | 1,729 | 0.2% | Basic Materials |
SCHX Schwab US Large-Cap ETF | $485,256 | | 0.0% | 19,855 | 0.2% | ETF |
BALL Ball | $481,533 | $27,204 ▲ | 6.0% | 8,585 | 0.2% | Industrials |
IGV iShares Expanded Tech-Software Sector ETF | $465,375 | $465,375 ▲ | New Holding | 4,250 | 0.2% | ETF |
BRK.B Berkshire Hathaway | $451,280 | $486 ▼ | -0.1% | 929 | 0.2% | Finance |
SYK Stryker | $417,390 | | 0.0% | 1,055 | 0.1% | Medical |
MA Mastercard | $416,398 | $416,398 ▲ | New Holding | 741 | 0.1% | Business Services |
XOM Exxon Mobil | $413,943 | | 0.0% | 3,840 | 0.1% | Energy |
XVV iShares ESG Select Screened S&P 500 ETF | $411,554 | $1,192 ▼ | -0.3% | 8,630 | 0.1% | ETF |
KO CocaCola | $409,572 | | 0.0% | 5,789 | 0.1% | Consumer Staples |
FCNCA First Citizens BancShares | $391,294 | | 0.0% | 200 | 0.1% | Finance |
VGT Vanguard Information Technology ETF | $378,070 | | 0.0% | 570 | 0.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $376,593 | | 0.0% | 1,840 | 0.1% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $374,354 | $374,354 ▲ | New Holding | 3,988 | 0.1% | ETF |
LOW Lowe's Companies | $366,529 | $5,547 ▼ | -1.5% | 1,652 | 0.1% | Retail/Wholesale |
PYLD PIMCO Multi Sector Bond Active ETF | $338,624 | $338,624 ▲ | New Holding | 12,759 | 0.1% | ETF |
META Meta Platforms | $335,831 | $335,831 ▲ | New Holding | 455 | 0.1% | Computer and Technology |
IVE iShares S&P 500 Value ETF | $330,260 | $51,786 ▼ | -13.6% | 1,690 | 0.1% | ETF |
IBM International Business Machines | $325,732 | | 0.0% | 1,105 | 0.1% | Computer and Technology |
VTV Vanguard Value ETF | $325,378 | $7,953 ▲ | 2.5% | 1,841 | 0.1% | ETF |
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