VTI Vanguard Total Stock Market ETF | $157,126,402 | $2,362,145 ▲ | 1.5% | 516,982 | 17.0% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $85,499,234 | $1,667,945 ▲ | 2.0% | 1,176,217 | 9.3% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $83,352,745 | $2,463,327 ▲ | 3.0% | 1,078,163 | 9.0% | Manufacturing |
IUSB iShares Core Total USD Bond Market ETF | $69,366,644 | $3,813,190 ▲ | 5.8% | 1,500,468 | 7.5% | Manufacturing |
DRSK Aptus Defined Risk ETF | $33,449,198 | $2,960,795 ▲ | 9.7% | 1,163,855 | 3.6% | ETF |
FBND Fidelity Total Bond ETF | $29,929,349 | $1,882,202 ▲ | 6.7% | 654,193 | 3.2% | ETF |
DGRO iShares Core Dividend Growth ETF | $25,816,655 | $473,475 ▼ | -1.8% | 403,764 | 2.8% | ETF |
BOXX Alpha Architect 1-3 Month Box ETF | $25,304,595 | $3,154,370 ▼ | -11.1% | 224,570 | 2.7% | ETF |
ACIO Aptus Collared Investment Opportunity ETF | $23,367,221 | $346,683 ▲ | 1.5% | 564,426 | 2.5% | ETF |
MSTR MicroStrategy | $20,311,750 | $1,557,902 ▼ | -7.1% | 50,248 | 2.2% | Computer and Technology |
FIDELITY WISE ORIGIN BITCOIN
| $17,680,741 | $317,968 ▲ | 1.8% | 188,113 | 1.9% | SHS |
NVDA NVIDIA | $14,959,247 | $411,405 ▼ | -2.7% | 94,685 | 1.6% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $12,693,184 | $366,387 ▼ | -2.8% | 20,544 | 1.4% | Finance |
AVUV Avantis U.S. Small Cap Value ETF | $12,568,001 | $504,513 ▲ | 4.2% | 137,958 | 1.4% | ETF |
ISHARES BITCOIN TRUST ETF
| $10,471,318 | $134,907 ▲ | 1.3% | 171,072 | 1.1% | SHS BEN INT |
VT Vanguard Total World Stock ETF | $9,201,207 | $1,695,169 ▲ | 22.6% | 71,594 | 1.0% | ETF |
VIG Vanguard Dividend Appreciation ETF | $8,762,972 | $10,848 ▼ | -0.1% | 42,815 | 0.9% | ETF |
TPL Texas Pacific Land | $8,567,133 | $148,948 ▼ | -1.7% | 8,110 | 0.9% | Energy |
MSFT Microsoft | $7,066,620 | $164,641 ▲ | 2.4% | 14,207 | 0.8% | Computer and Technology |
VBR Vanguard Small-Cap Value ETF | $6,303,616 | $1,526,713 ▼ | -19.5% | 32,325 | 0.7% | ETF |
IVV iShares Core S&P 500 ETF | $5,721,467 | $209,860 ▼ | -3.5% | 9,215 | 0.6% | ETF |
AVGE Avantis All Equity Markets ETF | $5,542,867 | $131,562 ▲ | 2.4% | 71,539 | 0.6% | ETF |
BRK.B Berkshire Hathaway | $5,482,705 | $8,744 ▲ | 0.2% | 11,287 | 0.6% | Finance |
AMZN Amazon.com | $5,435,607 | $308,901 ▼ | -5.4% | 24,776 | 0.6% | Retail/Wholesale |
VEU Vanguard FTSE All-World ex-US ETF | $5,238,961 | $123,550 ▲ | 2.4% | 77,938 | 0.6% | ETF |
VB Vanguard Small-Cap ETF | $4,864,184 | $1,546,036 ▼ | -24.1% | 20,526 | 0.5% | ETF |
AAPL Apple | $4,831,461 | $645,248 ▼ | -11.8% | 23,549 | 0.5% | Computer and Technology |
VTV Vanguard Value ETF | $4,609,839 | $133,260 ▼ | -2.8% | 26,083 | 0.5% | ETF |
SCHB Schwab US Broad Market ETF | $4,600,202 | $83,381 ▼ | -1.8% | 193,042 | 0.5% | ETF |
BX Blackstone | $3,911,563 | $41,285 ▲ | 1.1% | 26,150 | 0.4% | Finance |
INVESTMENT MANAGERS SER TR I
| $3,819,151 | $506,852 ▼ | -11.7% | 112,340 | 0.4% | FPA GBL EQTY ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $3,585,599 | $73,805 ▲ | 2.1% | 36,145 | 0.4% | Finance |
VNQ Vanguard Real Estate ETF | $3,433,281 | $66,795 ▼ | -1.9% | 38,550 | 0.4% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $3,396,184 | $230,234 ▼ | -6.3% | 42,719 | 0.4% | ETF |
GLDM SPDR Gold MiniShares Trust | $3,333,396 | $604,160 ▲ | 22.1% | 50,876 | 0.4% | Finance |
GOOG Alphabet | $3,312,425 | $306,532 ▼ | -8.5% | 18,673 | 0.4% | Computer and Technology |
IBM International Business Machines | $3,145,591 | $3,537 ▲ | 0.1% | 10,671 | 0.3% | Computer and Technology |
V Visa | $3,069,924 | $183,571 ▼ | -5.6% | 8,646 | 0.3% | Business Services |
SPHQ Invesco S&P 500 Quality ETF | $2,985,761 | $201,236 ▲ | 7.2% | 41,900 | 0.3% | ETF |
VGT Vanguard Information Technology ETF | $2,972,848 | $191,026 ▲ | 6.9% | 4,482 | 0.3% | ETF |
GRAYSCALE BITCOIN TRUST ETF
| $2,863,692 | $27,994 ▼ | -1.0% | 33,758 | 0.3% | SHS REP COM UT |
TCAF T. Rowe Price Capital Appreciation Equity ETF | $2,809,028 | $347,896 ▼ | -11.0% | 79,621 | 0.3% | ETF |
VYM Vanguard High Dividend Yield ETF | $2,688,350 | $60,923 ▲ | 2.3% | 20,166 | 0.3% | ETF |
VUG Vanguard Growth ETF | $2,553,269 | $223,586 ▼ | -8.1% | 5,824 | 0.3% | ETF |
GLD SPDR Gold Shares | $2,534,357 | | 0.0% | 8,314 | 0.3% | Finance |
VEA Vanguard FTSE Developed Markets ETF | $2,487,935 | $35,974 ▼ | -1.4% | 43,640 | 0.3% | ETF |
RBB FUND TRUST
| $2,462,974 | $263,535 ▲ | 12.0% | 61,010 | 0.3% | FIRST EAGLE GBL |
BND Vanguard Total Bond Market ETF | $2,381,605 | $44,030 ▲ | 1.9% | 32,346 | 0.3% | ETF |
NEE NextEra Energy | $2,370,574 | $33,530 ▼ | -1.4% | 34,148 | 0.3% | Utilities |
VBK Vanguard Small-Cap Growth ETF | $2,276,151 | $318,478 ▼ | -12.3% | 8,219 | 0.2% | ETF |
JNJ Johnson & Johnson | $2,237,100 | $13,595 ▲ | 0.6% | 14,645 | 0.2% | Medical |
GMED Globus Medical | $2,149,096 | $41,668 ▼ | -1.9% | 36,413 | 0.2% | Medical |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $2,118,200 | $806 ▲ | 0.0% | 15,762 | 0.2% | ETF |
SYK Stryker | $2,033,287 | $2,374 ▲ | 0.1% | 5,139 | 0.2% | Medical |
VWO Vanguard FTSE Emerging Markets ETF | $1,973,657 | $32,001 ▼ | -1.6% | 39,904 | 0.2% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $1,872,443 | $135 ▲ | 0.0% | 13,866 | 0.2% | ETF |
VOO Vanguard S&P 500 ETF | $1,852,763 | $290,240 ▲ | 18.6% | 3,262 | 0.2% | ETF |
XOM Exxon Mobil | $1,809,910 | $79,123 ▲ | 4.6% | 16,790 | 0.2% | Energy |
COWZ Pacer US Cash Cows 100 ETF | $1,736,667 | $53,833 ▲ | 3.2% | 31,518 | 0.2% | ETF |
SCHX Schwab US Large-Cap ETF | $1,734,865 | $157,931 ▼ | -8.3% | 70,985 | 0.2% | ETF |
VPU Vanguard Utilities ETF | $1,734,654 | $34,594 ▼ | -2.0% | 9,828 | 0.2% | ETF |
XLG Invesco S&P 500 Top 50 ETF | $1,732,846 | | 0.0% | 33,260 | 0.2% | ETF |
ABBV AbbVie | $1,731,729 | $1,856 ▼ | -0.1% | 9,329 | 0.2% | Medical |
META Meta Platforms | $1,716,996 | $4,429 ▲ | 0.3% | 2,326 | 0.2% | Computer and Technology |
GOOGL Alphabet | $1,698,945 | $373,803 ▼ | -18.0% | 9,640 | 0.2% | Computer and Technology |
MRK Merck & Co., Inc. | $1,643,781 | $62,062 ▼ | -3.6% | 20,765 | 0.2% | Medical |
INFL Horizon Kinetics Inflation Beneficiaries ETF | $1,634,758 | $18,850 ▼ | -1.1% | 38,766 | 0.2% | ETF |
LLY Eli Lilly and Company | $1,620,930 | $226,883 ▼ | -12.3% | 2,079 | 0.2% | Medical |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $1,560,855 | $55,345 ▼ | -3.4% | 29,584 | 0.2% | Manufacturing |
AMGN Amgen | $1,545,188 | $106,382 ▲ | 7.4% | 5,534 | 0.2% | Medical |
MKL Markel Group | $1,527,981 | | 0.0% | 765 | 0.2% | Multi-Sector Conglomerates |
AZO AutoZone | $1,518,303 | $3,712 ▲ | 0.2% | 409 | 0.2% | Retail/Wholesale |
VMC Vulcan Materials | $1,506,497 | $1,565 ▲ | 0.1% | 5,776 | 0.2% | Construction |
VHT Vanguard Health Care ETF | $1,491,286 | $294,284 ▼ | -16.5% | 6,005 | 0.2% | ETF |
BSV Vanguard Short-Term Bond ETF | $1,481,442 | $365,560 ▼ | -19.8% | 18,824 | 0.2% | ETF |
APH Amphenol | $1,462,488 | $1,778 ▼ | -0.1% | 14,810 | 0.2% | Computer and Technology |
TT Trane Technologies | $1,422,936 | $129,477 ▼ | -8.3% | 3,253 | 0.2% | Construction |
BKNG Booking | $1,412,672 | $5,790 ▼ | -0.4% | 244 | 0.2% | Retail/Wholesale |
VGIT Vanguard Intermediate-Term Treasury ETF | $1,385,260 | $525,132 ▲ | 61.1% | 23,161 | 0.1% | ETF |
CDW CDW | $1,349,784 | $74,829 ▼ | -5.3% | 7,558 | 0.1% | Computer and Technology |
SHV iShares Short Treasury Bond ETF | $1,340,168 | $569,105 ▲ | 73.8% | 12,137 | 0.1% | ETF |
BRO Brown & Brown | $1,293,964 | $222 ▲ | 0.0% | 11,671 | 0.1% | Finance |
SDY SPDR S&P Dividend ETF | $1,289,559 | $2,579 ▲ | 0.2% | 9,501 | 0.1% | ETF |
PGR Progressive | $1,285,787 | $7,739 ▲ | 0.6% | 4,818 | 0.1% | Finance |
IJR iShares Core S&P Small-Cap ETF | $1,259,022 | $4,372 ▲ | 0.3% | 11,520 | 0.1% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $1,251,525 | | 0.0% | 9,250 | 0.1% | Manufacturing |
SCHD Schwab US Dividend Equity ETF | $1,189,787 | $8,983 ▲ | 0.8% | 44,898 | 0.1% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $1,160,453 | $74,692 ▲ | 6.9% | 10,627 | 0.1% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $1,160,406 | $3,163 ▼ | -0.3% | 18,710 | 0.1% | ETF |
IWM iShares Russell 2000 ETF | $1,140,326 | $4,748 ▲ | 0.4% | 5,284 | 0.1% | Finance |
UVSP Univest Corporation of Pennsylvania | $1,115,817 | $2,914 ▲ | 0.3% | 37,144 | 0.1% | Finance |
CAT Caterpillar | $1,112,952 | $5,047 ▲ | 0.5% | 2,867 | 0.1% | Industrials |
QUAL iShares MSCI USA Quality Factor ETF | $1,111,074 | $88,674 ▼ | -7.4% | 6,077 | 0.1% | ETF |
EXLS ExlService | $1,088,503 | | 0.0% | 24,863 | 0.1% | Computer and Technology |
IEFA iShares Core MSCI EAFE ETF | $1,085,954 | $17,363 ▼ | -1.6% | 13,009 | 0.1% | ETF |
SUSL iShares ESG MSCI USA Leaders ETF | $1,040,160 | | 0.0% | 9,600 | 0.1% | Manufacturing |
BN Brookfield | $1,032,153 | | 0.0% | 19,203 | 0.1% | Finance |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $1,030,429 | $175,300 ▲ | 20.5% | 44,938 | 0.1% | Manufacturing |
GGG Graco | $1,029,491 | | 0.0% | 11,975 | 0.1% | Industrials |
PNFP Pinnacle Financial Partners | $1,028,107 | | 0.0% | 9,321 | 0.1% | Finance |
