AAPL Apple | $66,719,940 | $337,016 ▼ | -0.5% | 200,348 | 7.4% | Technology |
SCHD Schwab US Dividend Equity ETF | $40,688,646 | $975,672 ▲ | 2.5% | 1,250,804 | 4.5% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $37,609,229 | $160,571 ▲ | 0.4% | 1,046,736 | 4.2% | ETF |
AMZN Amazon.com | $33,815,370 | $283,283 ▼ | -0.8% | 135,723 | 3.7% | Consumer Discretionary |
QQQ Invesco QQQ | $32,128,675 | $139,076 ▲ | 0.4% | 43,431 | 3.6% | ETF |
NVDA NVIDIA | $30,951,510 | $222,899 ▲ | 0.7% | 135,526 | 3.4% | Technology |
VTI Vanguard Total Stock Market ETF | $28,111,320 | $2,709,489 ▲ | 10.7% | 75,116 | 3.1% | ETF |
IVV iShares Core S&P 500 ETF | $25,142,950 | $1,104,360 ▲ | 4.6% | 32,830 | 2.8% | ETF |
GOOGL Alphabet | $23,737,842 | $132,127 ▲ | 0.6% | 68,989 | 2.6% | Communication Services |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $22,198,742 | $682,139 ▲ | 3.2% | 228,288 | 2.5% | ETF |
MSFT Microsoft | $21,970,745 | $135,407 ▼ | -0.6% | 42,836 | 2.4% | Technology |
VIG Vanguard Dividend Appreciation ETF | $17,425,172 | $149,551 ▼ | -0.9% | 74,687 | 1.9% | ETF |
SPY SPDR S&P 500 ETF Trust | $16,611,080 | $70,926 ▼ | -0.4% | 21,781 | 1.8% | ETF |
BALT Innovator Defined Wealth Shield ETF | $16,583,316 | $656,011 ▲ | 4.1% | 474,487 | 1.8% | ETF |
INNOVATOR ETFS TRUST
| $15,431,032 | $1,055,025 ▲ | 7.3% | 446,758 | 1.7% | U S EQ 10 BUFFER |
VB Vanguard Small-Cap ETF | $13,458,597 | $282,782 ▼ | -2.1% | 47,308 | 1.5% | ETF |
SDY SPDR S&P Dividend ETF | $13,101,773 | $344,375 ▼ | -2.6% | 89,444 | 1.4% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $11,949,266 | $780,828 ▲ | 7.0% | 118,157 | 1.3% | ETF |
META Meta Platforms | $11,656,521 | $246,561 ▲ | 2.2% | 16,074 | 1.3% | Communication Services |
GOOG Alphabet | $10,056,049 | $28,282 ▲ | 0.3% | 29,512 | 1.1% | Communication Services |
VO Vanguard Mid-Cap ETF | $9,702,940 | $339,795 ▼ | -3.4% | 123,730 | 1.1% | ETF |
SCHF Schwab International Equity ETF | $9,372,709 | $269,508 ▼ | -2.8% | 341,198 | 1.0% | ETF |
VOO Vanguard S&P 500 ETF | $9,014,747 | $354,646 ▼ | -3.8% | 12,862 | 1.0% | ETF |
AVGO Broadcom | $8,840,217 | $54,786 ▲ | 0.6% | 25,172 | 1.0% | Technology |
JPST JPMorgan Ultra-Short Income ETF | $8,640,910 | $556,336 ▲ | 6.9% | 171,549 | 1.0% | ETF |
MRVL Marvell Technology | $7,775,249 | $43,859 ▲ | 0.6% | 29,428 | 0.9% | Technology |
RSP Invesco S&P 500 Equal Weight ETF | $6,401,548 | $271,672 ▲ | 4.4% | 30,774 | 0.7% | ETF |
FBCG Fidelity Blue Chip Growth ETF | $6,245,135 | $491,583 ▲ | 8.5% | 98,800 | 0.7% | ETF |
PDEC Innovator U.S. Equity Power Buffer ETF - December | $6,131,414 | $13,851 ▼ | -0.2% | 130,148 | 0.7% | ETF |
V Visa | $5,816,185 | $8,983 ▲ | 0.2% | 16,186 | 0.6% | Finance |
BLACKROCK ETF TRUST II
| $5,616,096 | $271,377 ▼ | -4.6% | 148,692 | 0.6% | ISHARES LARG CAP |
EXXONMOBIL HOLDINGS CORP
| $5,518,698 | $5,518,698 ▲ | New Holding | 33,909 | 0.6% | COM SHS |
AVLV Avantis U.S. Large Cap Value ETF | $5,491,299 | $367,455 ▲ | 7.2% | 60,718 | 0.6% | ETF |
BRK.B Berkshire Hathaway | $5,240,760 | $25,893 ▼ | -0.5% | 10,525 | 0.6% | Finance |
CAPITAL GROUP NEW GEOGRAPHY
| $5,060,493 | $331,111 ▲ | 7.0% | 138,834 | 0.6% | SHS |
IWF iShares Russell 1000 Growth ETF | $5,005,577 | $71,274 ▼ | -1.4% | 39,961 | 0.6% | ETF |
SCHB Schwab US Broad Market ETF | $4,808,666 | $32,710 ▼ | -0.7% | 164,062 | 0.5% | ETF |
LLY Eli Lilly and Company | $4,746,530 | $3,471 ▲ | 0.1% | 4,102 | 0.5% | Healthcare |
HD Home Depot | $4,423,077 | $65,150 ▼ | -1.5% | 15,547 | 0.5% | Consumer Discretionary |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $4,331,418 | $42,022 ▲ | 1.0% | 221,613 | 0.5% | ETF |
PNOV Innovator U.S. Equity Power Buffer ETF - November | $4,324,000 | $158,803 ▼ | -3.5% | 94,783 | 0.5% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $4,165,297 | $252,039 ▼ | -5.7% | 57,892 | 0.5% | ETF |
PJUL Innovator U.S. Equity Power Buffer ETF - July | $4,137,971 | $770,035 ▲ | 22.9% | 83,293 | 0.5% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $4,124,765 | $215,598 ▼ | -5.0% | 211,310 | 0.5% | ETF |
JPM JPMorgan Chase & Co. | $3,977,837 | $20,180 ▲ | 0.5% | 12,024 | 0.4% | Finance |
VXUS Vanguard Total International Stock ETF | $3,952,172 | $148,255 ▲ | 3.9% | 46,518 | 0.4% | ETF |
CVX Chevron | $3,890,920 | $73,514 ▲ | 1.9% | 19,054 | 0.4% | Energy |
PJAN Innovator U.S. Equity Power Buffer ETF - January | $3,831,216 | $3,804 ▼ | -0.1% | 75,537 | 0.4% | ETF |
VANGUARD INSTL INDEX FD
| $3,762,538 | $343,391 ▲ | 10.0% | 49,690 | 0.4% | 0 3 MO TR BI ETF |
TBUX T. Rowe Price Ultra Short-Term Bond ETF | $3,599,918 | $4,759 ▼ | -0.1% | 72,623 | 0.4% | ETF |
MA Mastercard | $3,595,835 | $14,891 ▲ | 0.4% | 6,520 | 0.4% | Finance |
FIDELITY COVINGTON TRUST
| $3,543,145 | $442,245 ▲ | 14.3% | 88,778 | 0.4% | ENHANCED INTL |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $3,455,041 | $95,050 ▲ | 2.8% | 171,679 | 0.4% | ETF |
POCT Innovator U.S. Equity Power Buffer ETF - October | $3,431,319 | $8,860 ▼ | -0.3% | 71,650 | 0.4% | ETF |
PANW Palo Alto Networks | $3,393,284 | $19,865 ▲ | 0.6% | 8,541 | 0.4% | Technology |
CRWD CrowdStrike | $3,362,425 | $2,521,554 ▲ | 299.9% | 12,700 | 0.4% | Technology |
PAPR Innovator U.S. Equity Power Buffer ETF - April | $3,298,045 | $25,908 ▼ | -0.8% | 76,379 | 0.4% | ETF |
HDV iShares Core High Dividend ETF | $3,292,314 | $81,084 ▼ | -2.4% | 117,751 | 0.4% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $3,284,477 | $421,229 ▼ | -11.4% | 41,942 | 0.4% | ETF |
TCAF T. Rowe Price Capital Appreciation Equity ETF | $3,219,917 | $7,524 ▼ | -0.2% | 76,175 | 0.4% | ETF |
ORCL Oracle | $3,029,346 | $575,691 ▲ | 23.5% | 22,064 | 0.3% | Technology |
DLN WisdomTree U.S. LargeCap Dividend Fund | $3,028,585 | $1,652 ▲ | 0.1% | 31,158 | 0.3% | ETF |
ONEQ Fidelity NASDAQ Composite Index ETF | $3,003,931 | $1,799 ▼ | -0.1% | 28,382 | 0.3% | ETF |
PMAR Innovator U.S. Equity Power Buffer ETF - March | $2,921,965 | $26,438 ▼ | -0.9% | 59,682 | 0.3% | ETF |
VGT Vanguard Information Technology ETF | $2,915,300 | $37,952 ▼ | -1.3% | 23,198 | 0.3% | ETF |
CAT Caterpillar | $2,850,373 | $9,728 ▼ | -0.3% | 3,516 | 0.3% | Industrials |
FIDELITY WISE ORIGIN BITCOIN
| $2,755,365 | $334,505 ▲ | 13.8% | 37,932 | 0.3% | SHS |
GLD SPDR Gold Shares | $2,709,488 | $9,520 ▲ | 0.4% | 7,115 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $2,586,601 | $82,846 ▼ | -3.1% | 19,014 | 0.3% | ETF |
PAUG Innovator U.S. Equity Power Buffer ETF - August | $2,514,902 | $279,900 ▼ | -10.0% | 53,910 | 0.3% | ETF |
BAC Bank of America | $2,449,296 | $7,021 ▲ | 0.3% | 44,999 | 0.3% | Finance |
TSLA Tesla | $2,417,301 | $71,316 ▲ | 3.0% | 6,813 | 0.3% | Consumer Discretionary |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $2,313,657 | $68,760 ▲ | 3.1% | 127,124 | 0.3% | ETF |
ABBV AbbVie | $2,298,804 | $75,598 ▼ | -3.2% | 8,788 | 0.3% | Healthcare |
JNJ Johnson & Johnson | $2,290,762 | $59,036 ▲ | 2.6% | 8,653 | 0.3% | Healthcare |
QQQM Invesco NASDAQ 100 ETF | $2,282,276 | $187,042 ▲ | 8.9% | 7,492 | 0.3% | ETF |
VANGUARD WELLESLEY INCOME FD
| $2,220,688 | $130,742 ▲ | 6.3% | 32,357 | 0.2% | WELLINGTON U S |
AVUV Avantis U.S. Small Cap Value ETF | $2,193,295 | $17,430 ▼ | -0.8% | 18,624 | 0.2% | ETF |
IVE iShares S&P 500 Value ETF | $2,161,615 | $123,045 ▲ | 6.0% | 9,469 | 0.2% | ETF |
NEE NextEra Energy | $2,141,870 | $4,166 ▼ | -0.2% | 28,279 | 0.2% | Utilities |
FBND Fidelity Total Bond ETF | $2,099,086 | $123,015 ▼ | -5.5% | 48,478 | 0.2% | ETF |
JAAA Janus Henderson AAA CLO ETF | $2,094,507 | $62,028 ▼ | -2.9% | 41,500 | 0.2% | ETF |
VYM Vanguard High Dividend Yield ETF | $2,079,621 | $23,279 ▼ | -1.1% | 13,400 | 0.2% | ETF |
VIOO Vanguard S&P Small-Cap 600 ETF | $2,071,267 | $79,075 ▼ | -3.7% | 16,371 | 0.2% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $2,043,146 | $149,586 ▼ | -6.8% | 60,057 | 0.2% | ETF |
FIDELITY COVINGTON TRUST
| $2,036,307 | $330,346 ▲ | 19.4% | 50,429 | 0.2% | ENH MID COR ETF |
NFLX Netflix | $1,878,819 | $98,248 ▼ | -5.0% | 27,002 | 0.2% | Communication Services |
VUG Vanguard Growth ETF | $1,840,767 | $65,961 ▲ | 3.7% | 20,428 | 0.2% | ETF |
MU Micron Technology | $1,801,752 | $190,611 ▲ | 11.8% | 1,692 | 0.2% | Technology |
PYLD PIMCO Multi Sector Bond Active ETF | $1,790,731 | $406,037 ▲ | 29.3% | 70,529 | 0.2% | ETF |
DVY iShares Select Dividend ETF | $1,786,975 | $24,635 ▼ | -1.4% | 11,751 | 0.2% | ETF |
VANGUARD MUN BD FDS
| $1,781,019 | | 0.0% | 24,885 | 0.2% | CORE TAX EXEMPT |
XLE Energy Select Sector SPDR Fund | $1,777,237 | $73,862 ▲ | 4.3% | 28,898 | 0.2% | ETF |
PSEP Innovator U.S. Equity Power Buffer ETF - September | $1,708,984 | $930,874 ▲ | 119.6% | 36,470 | 0.2% | ETF |
WALMART INC
| $1,705,260 | $11,224 ▲ | 0.7% | 16,409 | 0.2% | COM |
DIS Walt Disney | $1,662,223 | $2,413 ▼ | -0.1% | 15,846 | 0.2% | Communication Services |
SCHA Schwab US Small-Cap ETF | $1,654,491 | $50,707 ▼ | -3.0% | 50,705 | 0.2% | ETF |
PALANTIR TECHNOLOGIES INC
| $1,625,412 | $78,746 ▲ | 5.1% | 8,690 | 0.2% | CL A |
MRK Merck & Co., Inc. | $1,557,120 | $31,532 ▲ | 2.1% | 10,716 | 0.2% | Healthcare |
AMD Advanced Micro Devices | $1,554,830 | $130,894 ▲ | 9.2% | 2,542 | 0.2% | Technology |
