AAPL Apple | $58,265,554 | $248,271 â–² | 0.4% | 201,360 | 6.7% | Computer and Technology |
SCHD Schwab US Dividend Equity ETF | $38,711,911 | $1,027,214 â–² | 2.7% | 1,220,811 | 4.5% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $35,270,316 | $197,287 â–² | 0.6% | 1,042,267 | 4.1% | ETF |
AMZN Amazon.com | $32,619,285 | $164,455 â–² | 0.5% | 136,860 | 3.8% | Retail/Wholesale |
QQQ Invesco QQQ | $31,844,125 | $167,163 â–² | 0.5% | 43,243 | 3.7% | Finance |
NVDA NVIDIA | $26,922,126 | $423,991 â–² | 1.6% | 134,550 | 3.1% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $25,116,901 | $944,345 â–² | 3.9% | 67,876 | 2.9% | ETF |
GOOGL Alphabet | $24,517,337 | $150,095 â–² | 0.6% | 68,605 | 2.8% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $23,506,505 | $490,530 â–² | 2.1% | 31,388 | 2.7% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $21,158,166 | $401,127 â–² | 1.9% | 221,273 | 2.4% | Manufacturing |
VIG Vanguard Dividend Appreciation ETF | $17,824,145 | $226,446 â–¼ | -1.3% | 75,328 | 2.1% | ETF |
SPY SPDR S&P 500 ETF Trust | $16,335,077 | $145,622 â–² | 0.9% | 21,874 | 1.9% | Finance |
MSFT Microsoft | $16,077,076 | $267,827 â–² | 1.7% | 43,100 | 1.9% | Computer and Technology |
BALT Innovator Defined Wealth Shield ETF | $15,617,417 | $82,419 â–² | 0.5% | 455,717 | 1.8% | ETF |
VB Vanguard Small-Cap ETF | $14,641,202 | $303,421 â–¼ | -2.0% | 48,302 | 1.7% | ETF |
INNOVATOR ETFS TRUST
| $14,097,145 | $13,650 â–² | 0.1% | 416,213 | 1.6% | U S EQ 10 BUFFER |
SDY SPDR S&P Dividend ETF | $13,969,362 | $273,315 â–¼ | -1.9% | 91,795 | 1.6% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $10,844,825 | $624,651 â–² | 6.1% | 110,436 | 1.2% | ETF |
GOOG Alphabet | $10,398,103 | $437,067 â–² | 4.4% | 29,429 | 1.2% | Computer and Technology |
VO Vanguard Mid-Cap ETF | $10,318,071 | $7,717,907 â–² | 296.8% | 128,063 | 1.2% | ETF |
SCHF Schwab International Equity ETF | $9,722,947 | $39,777 â–¼ | -0.4% | 351,009 | 1.1% | ETF |
AVGO Broadcom | $9,449,826 | $92,171 â–² | 1.0% | 25,016 | 1.1% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $9,181,055 | $767,148 â–² | 9.1% | 13,368 | 1.1% | ETF |
META Meta Platforms | $8,862,606 | $286,145 â–² | 3.3% | 15,734 | 1.0% | Computer and Technology |
MRVL Marvell Technology | $8,716,857 | $70,600 â–¼ | -0.8% | 29,262 | 1.0% | Computer and Technology |
JPST JPMorgan Ultra-Short Income ETF | $8,116,707 | $1,057,067 â–² | 15.0% | 160,504 | 0.9% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $6,269,996 | $8,085 â–² | 0.1% | 29,468 | 0.7% | ETF |
PDEC Innovator U.S. Equity Power Buffer ETF - December | $5,985,995 | $61,952 â–¼ | -1.0% | 130,442 | 0.7% | ETF |
BLACKROCK ETF TRUST II
| $5,760,122 | $67,513 â–¼ | -1.2% | 155,877 | 0.7% | ISHARES LARG CAP |
FBCG Fidelity Blue Chip Growth ETF | $5,653,460 | $737,311 â–² | 15.0% | 91,023 | 0.7% | ETF |
HD Home Depot | $5,563,828 | $65,951 â–¼ | -1.2% | 15,776 | 0.6% | Retail/Wholesale |
V Visa | $5,544,669 | $23,673 â–¼ | -0.4% | 16,161 | 0.6% | Business Services |
BRK.B Berkshire Hathaway | $5,292,412 | $85,063 â–¼ | -1.6% | 10,577 | 0.6% | Finance |
AVLV Avantis U.S. Large Cap Value ETF | $5,167,519 | $293,515 â–² | 6.0% | 56,655 | 0.6% | ETF |
IWF iShares Russell 1000 Growth ETF | $5,032,548 | $3,798,313 â–² | 307.7% | 40,530 | 0.6% | ETF |
LLY Eli Lilly and Company | $4,915,919 | $118,730 â–² | 2.5% | 4,099 | 0.6% | Medical |
XOM ExxonMobil | $4,861,074 | $22,559 â–² | 0.5% | 35,555 | 0.6% | Energy |
CAPITAL GROUP NEW GEOGRAPHY
| $4,860,429 | $228,581 â–² | 4.9% | 129,750 | 0.6% | SHS |
SCHB Schwab US Broad Market ETF | $4,783,555 | $316,475 â–² | 7.1% | 165,178 | 0.6% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $4,734,195 | $232,796 â–¼ | -4.7% | 61,395 | 0.5% | ETF |
PNOV Innovator U.S. Equity Power Buffer ETF - November | $4,358,008 | $31,045 â–¼ | -0.7% | 98,264 | 0.5% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $4,341,475 | $289,087 â–¼ | -6.2% | 222,355 | 0.5% | ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $4,304,760 | $89,268 â–¼ | -2.0% | 219,463 | 0.5% | ETF |
JPM JPMorgan Chase & Co. | $3,915,737 | $92,304 â–² | 2.4% | 11,963 | 0.5% | Finance |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $3,911,108 | $132,158 â–¼ | -3.3% | 47,321 | 0.5% | ETF |
VXUS Vanguard Total International Stock ETF | $3,827,678 | $80,532 â–² | 2.1% | 44,773 | 0.4% | ETF |
CAT Caterpillar | $3,756,984 | $11,714 â–² | 0.3% | 3,528 | 0.4% | Industrials |
PJAN Innovator U.S. Equity Power Buffer ETF - January | $3,742,018 | | 0.0% | 75,612 | 0.4% | ETF |
TBUX T. Rowe Price Ultra Short-Term Bond ETF | $3,619,244 | $110,888 â–² | 3.2% | 72,719 | 0.4% | ETF |
VANGUARD INSTL INDEX FD
| $3,417,330 | $229,537 â–² | 7.2% | 45,155 | 0.4% | 0 3 MO TR BI ETF |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $3,400,060 | $205,503 â–² | 6.4% | 166,956 | 0.4% | ETF |
MA Mastercard | $3,334,789 | $76,526 â–¼ | -2.2% | 6,493 | 0.4% | Business Services |
POCT Innovator U.S. Equity Power Buffer ETF - October | $3,333,862 | | 0.0% | 71,835 | 0.4% | ETF |
PJUL Innovator U.S. Equity Power Buffer ETF - July | $3,308,952 | $727,752 â–¼ | -18.0% | 67,793 | 0.4% | ETF |
HDV iShares Core High Dividend ETF | $3,307,044 | $2,645,641 â–² | 400.0% | 120,651 | 0.4% | ETF |
PAPR Innovator U.S. Equity Power Buffer ETF - April | $3,248,514 | $25,742 â–¼ | -0.8% | 76,979 | 0.4% | ETF |
TCAF T. Rowe Price Capital Appreciation Equity ETF | $3,138,108 | $39,990 â–¼ | -1.3% | 76,353 | 0.4% | ETF |
FIDELITY COVINGTON TRUST
| $3,117,962 | $258,195 â–² | 9.0% | 77,697 | 0.4% | ENHANCED INTL |
CVX Chevron | $3,098,725 | $23,704 â–² | 0.8% | 18,694 | 0.4% | Energy |
DLN WisdomTree U.S. LargeCap Dividend Fund | $2,999,541 | $674 â–² | 0.0% | 31,141 | 0.3% | Finance |
ONEQ Fidelity NASDAQ Composite Index ETF | $2,931,383 | $5,161 â–¼ | -0.2% | 28,399 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $2,910,240 | $143,710 â–¼ | -4.7% | 19,623 | 0.3% | ETF |
PANW Palo Alto Networks | $2,895,452 | $89,002 â–¼ | -3.0% | 8,491 | 0.3% | Computer and Technology |
PMAR Innovator U.S. Equity Power Buffer ETF - March | $2,876,793 | $10,987 â–¼ | -0.4% | 60,222 | 0.3% | Transportation |
VGT Vanguard Information Technology ETF | $2,808,771 | $2,481,519 â–² | 758.3% | 23,500 | 0.3% | ETF |
TSLA Tesla | $2,781,018 | $105,992 â–² | 4.0% | 6,612 | 0.3% | Auto/Tires/Trucks |
PAUG Innovator U.S. Equity Power Buffer ETF - August | $2,734,292 | $165,947 â–¼ | -5.7% | 59,910 | 0.3% | ETF |
ORCL Oracle | $2,618,931 | $135,116 â–² | 5.4% | 17,871 | 0.3% | Computer and Technology |
GLD SPDR Gold Shares | $2,611,632 | $45,676 â–² | 1.8% | 7,090 | 0.3% | Finance |
BAC Bank of America | $2,556,693 | $10,826 â–¼ | -0.4% | 44,870 | 0.3% | Finance |
NEE NextEra Energy | $2,486,908 | $10,796 â–² | 0.4% | 28,334 | 0.3% | Utilities |
CRWD CrowdStrike | $2,423,733 | $45,788 â–¼ | -1.9% | 3,176 | 0.3% | Computer and Technology |
SCHM Schwab U.S. Mid-Cap ETF | $2,376,422 | $81,003 â–¼ | -3.3% | 64,454 | 0.3% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $2,342,047 | $49,406 â–² | 2.2% | 18,772 | 0.3% | ETF |
VIOO Vanguard S&P Small-Cap 600 ETF | $2,337,639 | $4,951 â–¼ | -0.2% | 16,996 | 0.3% | ETF |
FBND Fidelity Total Bond ETF | $2,334,489 | $5,954,064 â–¼ | -71.8% | 51,319 | 0.3% | ETF |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $2,291,153 | $35,441 â–² | 1.6% | 123,346 | 0.3% | ETF |
ABBV AbbVie | $2,284,043 | $53,849 â–² | 2.4% | 9,077 | 0.3% | Medical |
JAAA Janus Henderson AAA CLO ETF | $2,157,386 | $3,257,058 â–¼ | -60.2% | 42,729 | 0.2% | ETF |
VYM Vanguard High Dividend Yield ETF | $2,141,242 | $51,832 â–² | 2.5% | 13,550 | 0.2% | Financial Services |
JNJ Johnson & Johnson | $2,140,928 | $15,492 â–² | 0.7% | 8,430 | 0.2% | Medical |
QQQM Invesco NASDAQ 100 ETF | $2,083,712 | $8,483 â–² | 0.4% | 6,878 | 0.2% | ETF |
VANGUARD WELLESLEY INCOME FD
| $2,080,631 | $87,456 â–² | 4.4% | 30,452 | 0.2% | WELLINGTON U S |
NFLX Netflix | $2,028,737 | $37,842 â–² | 1.9% | 28,414 | 0.2% | Consumer Discretionary |
IVE iShares S&P 500 Value ETF | $2,027,627 | $31,788 â–² | 1.6% | 8,930 | 0.2% | ETF |
VANGUARD MUN BD FDS
| $1,901,214 | $25,976 â–¼ | -1.3% | 24,885 | 0.2% | CORE TAX EXEMPT |
SCHA Schwab US Small-Cap ETF | $1,888,117 | $18,788 â–¼ | -1.0% | 52,259 | 0.2% | ETF |
DVY iShares Select Dividend ETF | $1,862,002 | $40,794 â–² | 2.2% | 11,913 | 0.2% | ETF |
WALMART INC
| $1,846,206 | $37,941 â–² | 2.1% | 16,301 | 0.2% | COM |
MU Micron Technology | $1,746,475 | $243,560 â–¼ | -12.2% | 1,513 | 0.2% | Computer and Technology |
FIDELITY COVINGTON TRUST
| $1,714,428 | $138,256 â–² | 8.8% | 42,248 | 0.2% | ENH MID COR ETF |
FIDELITY WISE ORIGIN BITCOIN
| $1,701,332 | $110,880 â–² | 7.0% | 33,327 | 0.2% | SHS |
VUG Vanguard Growth ETF | $1,696,613 | $1,418,036 â–² | 509.0% | 19,696 | 0.2% | ETF |
COST Costco Wholesale | $1,562,924 | $15,900 â–² | 1.0% | 1,671 | 0.2% | Retail/Wholesale |
DIA SPDR Dow Jones Industrial Average ETF Trust | $1,534,949 | $13,061 â–¼ | -0.8% | 2,938 | 0.2% | Finance |
DIS Walt Disney | $1,527,366 | $4,812 â–² | 0.3% | 15,869 | 0.2% | Consumer Discretionary |
VTV Vanguard Value ETF | $1,512,203 | $19,178 â–² | 1.3% | 6,939 | 0.2% | ETF |
BRK.A Berkshire Hathaway | $1,497,700 | | 0.0% | 2 | 0.2% | Finance |
JCPB JPMorgan Core Plus Bond ETF | $1,475,801 | $11,125 â–² | 0.8% | 31,440 | 0.2% | ETF |
XLE Energy Select Sector SPDR Fund | $1,470,965 | $18,588 â–² | 1.3% | 27,697 | 0.2% | ETF |
