AAPL Apple | $47,369,873 | $191,267 â–¼ | -0.4% | 163,706 | 3.8% | Technology |
CGDV Capital Group Dividend Value ETF | $45,958,932 | $1,161,973 â–¼ | -2.5% | 932,608 | 3.7% | ETF |
WALMART INC COM
| $40,544,767 | $1,370,897 â–² | 3.5% | 357,980 | 3.3% | Stock |
MU Micron Technology | $35,201,228 | $1,831,858 â–¼ | -4.9% | 30,496 | 2.8% | Technology |
JCPB JPMorgan Core Plus Bond ETF | $34,544,879 | $1,041,927 â–² | 3.1% | 735,937 | 2.8% | ETF |
PYLD PIMCO Multi Sector Bond Active ETF | $32,621,034 | $1,518,058 â–² | 4.9% | 1,230,054 | 2.6% | ETF |
VTI Vanguard Total Stock Market ETF | $32,228,988 | $975,055 â–² | 3.1% | 87,096 | 2.6% | ETF |
CAPITAL GROUP CORE BOND ETF
| $29,569,779 | $541,036 â–² | 1.9% | 1,129,480 | 2.4% | ETF |
VXF Vanguard Extended Market ETF | $27,031,204 | $292,990 â–² | 1.1% | 109,789 | 2.2% | ETF |
NVDA NVIDIA | $23,122,097 | $1,057,480 â–² | 4.8% | 115,558 | 1.9% | Technology |
MSFT Microsoft | $20,240,943 | $364,443 â–² | 1.8% | 54,262 | 1.6% | Technology |
QQQ Invesco QQQ | $17,756,571 | $828,439 â–¼ | -4.5% | 24,113 | 1.4% | ETF |
AMZN Amazon.com | $17,586,615 | $486,451 â–² | 2.8% | 73,788 | 1.4% | Consumer Discretionary |
VOO Vanguard S&P 500 ETF | $17,490,093 | $2,277,435 â–² | 15.0% | 25,466 | 1.4% | ETF |
BND Vanguard Total Bond Market ETF | $17,105,890 | $1,987,572 â–² | 13.1% | 233,019 | 1.4% | ETF |
QUS SPDR MSCI USA StrategicFactors ETF | $14,031,798 | $296,923 â–² | 2.2% | 75,092 | 1.1% | ETF |
GOOGL Alphabet | $13,409,970 | $736,541 â–² | 5.8% | 37,524 | 1.1% | Communication Services |
OEF iShares S&P 100 ETF | $13,406,820 | $358,184 â–¼ | -2.6% | 36,644 | 1.1% | ETF |
FIRST EAGLE OVERSEAS EQUITY ETF
| $12,724,572 | $1,253,351 â–² | 10.9% | 238,288 | 1.0% | ETF |
VV Vanguard Large-Cap ETF | $11,824,855 | $935,768 â–¼ | -7.3% | 34,384 | 1.0% | ETF |
IEFA iShares Core MSCI EAFE ETF | $10,983,697 | $423,891 â–² | 4.0% | 113,726 | 0.9% | ETF |
IVV iShares Core S&P 500 ETF | $10,633,705 | $456,832 â–² | 4.5% | 14,199 | 0.9% | ETF |
CRDT Simplify Opportunistic Income ETF | $10,492,940 | $336,790 â–² | 3.3% | 446,026 | 0.8% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $8,315,738 | $709,935 â–² | 9.3% | 108,419 | 0.7% | ETF |
MCK McKesson | $8,249,641 | $7,874,863 â–² | 2,101.2% | 10,918 | 0.7% | Healthcare |
SCHD Schwab US Dividend Equity ETF | $8,232,517 | $1,030,511 â–² | 14.3% | 259,619 | 0.7% | ETF |
VB Vanguard Small-Cap ETF | $7,940,928 | $38,194 â–² | 0.5% | 26,197 | 0.6% | ETF |
SPY SPDR S&P 500 ETF Trust | $7,818,711 | $436,115 â–² | 5.9% | 10,470 | 0.6% | ETF |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $7,458,946 | $274,004 â–² | 3.8% | 81,394 | 0.6% | ETF |
VO Vanguard Mid-Cap ETF | $7,378,623 | $5,564,584 â–² | 306.8% | 91,580 | 0.6% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $7,376,643 | $963,102 â–² | 15.0% | 61,994 | 0.6% | ETF |
CGGR Capital Group Growth ETF | $7,330,532 | $170,439 â–² | 2.4% | 155,308 | 0.6% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $6,894,541 | $63,794 â–¼ | -0.9% | 136,824 | 0.6% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $6,735,413 | $40,161 â–² | 0.6% | 76,643 | 0.5% | ETF |
VTV Vanguard Value ETF | $6,318,515 | $348,474 â–² | 5.8% | 28,993 | 0.5% | ETF |
EXPAND ENERGY CORPORATION COM
| $6,283,265 | $6,283,265 â–² | New Holding | 68,903 | 0.5% | Stock |
COST Costco Wholesale | $6,105,289 | $625,872 â–¼ | -9.3% | 6,526 | 0.5% | Consumer Staples |
JPM JPMorgan Chase & Co. | $6,038,280 | $372,503 â–¼ | -5.8% | 18,447 | 0.5% | Finance |
CGXU Capital Group International Focus Equity ETF | $6,002,428 | $631,505 â–² | 11.8% | 173,380 | 0.5% | ETF |
BMRN BioMarin Pharmaceutical | $5,979,032 | $2,518 â–¼ | 0.0% | 104,492 | 0.5% | Healthcare |
TIPX SPDR Bloomberg 1-10 Year TIPS ETF | $5,958,853 | $148,392 â–² | 2.6% | 314,784 | 0.5% | ETF |
AVGO Broadcom | $5,954,997 | $326,006 â–² | 5.8% | 15,764 | 0.5% | Technology |
FSLR First Solar | $5,901,832 | $2,366,207 â–² | 66.9% | 25,012 | 0.5% | Technology |
IAGG iShares Core International Aggregate Bond ETF | $5,840,516 | $283,209 â–² | 5.1% | 115,425 | 0.5% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $5,742,380 | $30,547 â–¼ | -0.5% | 44,929 | 0.5% | ETF |
INTU Intuit | $5,721,120 | $5,721,120 â–² | New Holding | 21,920 | 0.5% | Technology |
LLY Eli Lilly and Company | $5,690,136 | $2,753,911 â–² | 93.8% | 4,744 | 0.5% | Healthcare |
IUSB iShares Core Total USD Bond Market ETF | $5,673,358 | $927,938 â–² | 19.6% | 122,933 | 0.5% | ETF |
BRK.B Berkshire Hathaway | $5,479,771 | $167,130 â–² | 3.1% | 10,951 | 0.4% | Finance |
CI Cigna Group | $5,412,288 | $18,746 â–² | 0.3% | 19,633 | 0.4% | Healthcare |
JPIE JPMorgan Income ETF | $5,294,141 | $79,160 â–² | 1.5% | 114,965 | 0.4% | ETF |
GOOG Alphabet | $5,159,691 | $369,937 â–² | 7.7% | 14,603 | 0.4% | Communication Services |
JEPI JPMorgan Equity Premium Income ETF | $5,115,342 | $934,067 â–¼ | -15.4% | 90,569 | 0.4% | ETF |
AMLP Alerian MLP ETF | $4,952,453 | $30,021 â–² | 0.6% | 95,515 | 0.4% | ETF |
IWM iShares Russell 2000 ETF | $4,793,610 | $199,195 â–¼ | -4.0% | 15,955 | 0.4% | ETF |
CGUS Capital Group Core Equity ETF | $4,676,405 | $189,752 â–¼ | -3.9% | 105,135 | 0.4% | ETF |
SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $4,539,333 | $163,372 â–² | 3.7% | 105,223 | 0.4% | ETF |
AMD Advanced Micro Devices | $4,398,070 | $262,571 â–² | 6.3% | 7,571 | 0.4% | Technology |
ADBE Adobe | $4,361,390 | $3,993,174 â–² | 1,084.5% | 21,273 | 0.4% | Technology |
FTSM First Trust Enhanced Short Maturity ETF | $4,203,439 | $2,214,729 â–² | 111.4% | 70,374 | 0.3% | ETF |
WMB Williams Companies | $4,200,805 | $27,729 â–² | 0.7% | 56,508 | 0.3% | Energy |
SPEM SPDR Portfolio Emerging Markets ETF | $4,186,207 | $76,738 â–² | 1.9% | 80,846 | 0.3% | ETF |
CAPITAL GROUP CORE BALANCED ETF
| $4,158,364 | $588,987 â–² | 16.5% | 109,546 | 0.3% | ETF |
CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF
| $4,091,643 | $4,091,643 â–² | New Holding | 109,227 | 0.3% | ETF |
VUG Vanguard Growth ETF | $4,074,721 | $3,388,437 â–² | 493.7% | 47,303 | 0.3% | ETF |
CAT Caterpillar | $4,072,178 | $42,596 â–¼ | -1.0% | 3,824 | 0.3% | Industrials |
META Meta Platforms | $4,049,934 | $301,351 â–² | 8.0% | 7,190 | 0.3% | Communication Services |
TSLA Tesla | $4,043,343 | $45,847 â–² | 1.1% | 9,613 | 0.3% | Consumer Discretionary |
ETR Entergy | $4,040,890 | $84,078 â–² | 2.1% | 35,181 | 0.3% | Utilities |
VOOG Vanguard S&P 500 Growth ETF | $3,966,757 | $3,305,796 â–² | 500.2% | 48,012 | 0.3% | ETF |
VXUS Vanguard Total International Stock ETF | $3,946,142 | $317,938 â–² | 8.8% | 46,159 | 0.3% | ETF |
ZM Zoom Communications | $3,920,977 | $3,920,977 â–² | New Holding | 45,429 | 0.3% | Technology |
FVD First Trust Value Line Dividend Index Fund | $3,885,855 | $116,403 â–² | 3.1% | 80,653 | 0.3% | ETF |
PTC PTC | $3,862,286 | $3,547,700 â–² | 1,127.7% | 33,996 | 0.3% | Technology |
JPST JPMorgan Ultra-Short Income ETF | $3,797,434 | $199,144 â–¼ | -5.0% | 75,093 | 0.3% | ETF |
RDVY First Trust Rising Dividend Achievers ETF | $3,601,146 | $1,698,033 â–² | 89.2% | 44,426 | 0.3% | ETF |
CVX Chevron | $3,578,454 | $257,925 â–¼ | -6.7% | 21,588 | 0.3% | Energy |
CHENIERE ENERGY INC COM NEW
| $3,577,263 | $69,791 â–² | 2.0% | 14,967 | 0.3% | Stock |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $3,546,367 | $448,062 â–² | 14.5% | 83,621 | 0.3% | ETF |
LMBS First Trust Low Duration Opportunities ETF | $3,528,918 | $110,412 â–¼ | -3.0% | 70,890 | 0.3% | ETF |
ABBV AbbVie | $3,443,541 | $42,025 â–¼ | -1.2% | 13,684 | 0.3% | Healthcare |
PVAL Putnam Focused Large Cap Value ETF | $3,425,006 | $1,342,377 â–² | 64.5% | 67,223 | 0.3% | ETF |
IVW iShares S&P 500 Growth ETF | $3,423,917 | $924,744 â–² | 37.0% | 24,896 | 0.3% | ETF |
EMLP First Trust North American Energy Infrastructure Fund | $3,357,703 | $173,782 â–² | 5.5% | 77,189 | 0.3% | ETF |
IWR iShares Russell Mid-Cap ETF | $3,356,972 | $116,941 â–² | 3.6% | 30,429 | 0.3% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $3,254,823 | $219,032 â–¼ | -6.3% | 39,290 | 0.3% | ETF |
AVDV Avantis International Small Cap Value ETF | $3,249,378 | $477,638 â–¼ | -12.8% | 31,532 | 0.3% | ETF |
SOXX iShares Semiconductor ETF | $3,221,103 | $132,637 â–¼ | -4.0% | 5,027 | 0.3% | ETF |
DBEF Xtrackers MSCI EAFE Hedged Equity ETF | $3,165,371 | $171,210 â–² | 5.7% | 57,942 | 0.3% | ETF |
CGCP Capital Group Core Plus Income ETF | $3,149,784 | $18,813 â–¼ | -0.6% | 141,309 | 0.3% | ETF |
GLD SPDR Gold Shares | $3,024,031 | $812,278 â–¼ | -21.2% | 8,209 | 0.2% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $3,004,783 | $156,083 â–² | 5.5% | 38,021 | 0.2% | ETF |
LSTR Landstar System | $2,987,577 | $7,032 â–² | 0.2% | 14,446 | 0.2% | Industrials |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $2,967,047 | $940,527 â–² | 46.4% | 37,102 | 0.2% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $2,940,699 | $904,379 â–² | 44.4% | 23,571 | 0.2% | ETF |
QQQM Invesco NASDAQ 100 ETF | $2,863,094 | $754,706 â–² | 35.8% | 9,450 | 0.2% | ETF |
XBI SPDR S&P Biotech ETF | $2,850,519 | $2,267,692 â–² | 389.1% | 18,013 | 0.2% | ETF |
VNQ Vanguard Real Estate ETF | $2,721,052 | $129,698 â–² | 5.0% | 28,218 | 0.2% | ETF |
VIG Vanguard Dividend Appreciation ETF | $2,640,591 | $1,403,820 â–² | 113.5% | 11,160 | 0.2% | ETF |
PID Invesco International Dividend Achievers ETF | $2,587,076 | $241,625 â–² | 10.3% | 116,535 | 0.2% | ETF |
