SPLG SPDR Portfolio S&P 500 ETF | $85,773,683 | $4,270,627 ▲ | 5.2% | 1,094,890 | 12.6% | ETF |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $34,785,155 | $1,686,133 ▲ | 5.1% | 684,343 | 5.1% | Manufacturing |
VIG Vanguard Dividend Appreciation ETF | $34,352,689 | $3,418,977 ▲ | 11.1% | 159,195 | 5.0% | ETF |
VYM Vanguard High Dividend Yield ETF | $33,827,436 | $683,185 ▲ | 2.1% | 239,996 | 5.0% | ETF |
VUG Vanguard Growth ETF | $30,127,661 | $3,200,437 ▲ | 11.9% | 62,817 | 4.4% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $27,942,123 | $2,820,147 ▼ | -9.2% | 603,241 | 4.1% | ETF |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $22,450,769 | $3,486,298 ▲ | 18.4% | 662,460 | 3.3% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $21,397,124 | $1,428,149 ▼ | -6.3% | 374,141 | 3.1% | ETF |
AAPL Apple | $19,217,181 | $64,931 ▼ | -0.3% | 75,471 | 2.8% | Computer and Technology |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $18,305,869 | $568,331 ▲ | 3.2% | 217,642 | 2.7% | ETF |
MSFT Microsoft | $15,718,747 | $209,252 ▼ | -1.3% | 30,348 | 2.3% | Computer and Technology |
RSP Invesco S&P 500 Equal Weight ETF | $15,604,343 | $505,361 ▲ | 3.3% | 82,258 | 2.3% | ETF |
EUSA iShares MSCI USA Equal Weighted ETF | $15,551,559 | $1,152,234 ▼ | -6.9% | 151,030 | 2.3% | ETF |
BSV Vanguard Short-Term Bond ETF | $9,791,784 | $239,097 ▲ | 2.5% | 124,088 | 1.4% | ETF |
XLK Technology Select Sector SPDR Fund | $8,770,638 | $60,600 ▲ | 0.7% | 31,117 | 1.3% | ETF |
VTI Vanguard Total Stock Market ETF | $8,710,944 | $833,224 ▲ | 10.6% | 26,544 | 1.3% | ETF |
DGRO iShares Core Dividend Growth ETF | $8,479,909 | $158,082 ▲ | 1.9% | 124,558 | 1.2% | ETF |
V Visa | $7,152,252 | $46,428 ▼ | -0.6% | 20,951 | 1.0% | Business Services |
SPY SPDR S&P 500 ETF Trust | $6,709,765 | $15,322 ▲ | 0.2% | 10,072 | 1.0% | Finance |
QQQ Invesco QQQ | $6,402,346 | $3,002 ▼ | 0.0% | 10,664 | 0.9% | Finance |
GOOGL Alphabet | $6,305,042 | $10,453 ▼ | -0.2% | 25,936 | 0.9% | Computer and Technology |
PSK SPDR ICE Preferred Securities ETF | $6,016,127 | $3,466,794 ▼ | -36.6% | 181,921 | 0.9% | ETF |
VUSB Vanguard Ultra-Short Bond ETF | $5,925,559 | $66,993 ▼ | -1.1% | 118,523 | 0.9% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $5,425,704 | $91,733 ▲ | 1.7% | 223,280 | 0.8% | ETF |
JPM JPMorgan Chase & Co. | $5,072,114 | $47,630 ▼ | -0.9% | 16,080 | 0.7% | Finance |
AMZN Amazon.com | $5,015,198 | $49,184 ▲ | 1.0% | 22,841 | 0.7% | Retail/Wholesale |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $4,799,605 | $343,316 ▲ | 7.7% | 197,190 | 0.7% | ETF |
LLY Eli Lilly and Company | $4,557,399 | $42,728 ▼ | -0.9% | 5,973 | 0.7% | Medical |
IWM iShares Russell 2000 ETF | $4,373,669 | $36,294 ▼ | -0.8% | 18,076 | 0.6% | Finance |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $4,327,809 | $298,201 ▲ | 7.4% | 169,585 | 0.6% | ETF |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $4,187,334 | $442,336 ▼ | -9.6% | 166,230 | 0.6% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $3,690,618 | $7,748 ▼ | -0.2% | 6,192 | 0.5% | ETF |
GOOG Alphabet | $3,572,148 | $26,547 ▼ | -0.7% | 14,667 | 0.5% | Computer and Technology |
PFF iShares Preferred and Income Securities ETF | $3,238,679 | $118,891 ▲ | 3.8% | 102,425 | 0.5% | ETF |
HD Home Depot | $3,086,332 | $40,519 ▼ | -1.3% | 7,617 | 0.5% | Retail/Wholesale |
ICE Intercontinental Exchange | $2,962,384 | $5,054 ▼ | -0.2% | 17,583 | 0.4% | Finance |
ORCL Oracle | $2,864,711 | $110,246 ▼ | -3.7% | 10,186 | 0.4% | Computer and Technology |
VOX Vanguard Communication Services ETF | $2,773,335 | $19,712 ▼ | -0.7% | 14,773 | 0.4% | ETF |
MGC Vanguard Mega Cap ETF | $2,676,447 | $2,648,377 ▲ | 9,434.8% | 10,965 | 0.4% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $2,665,359 | $68,554 ▼ | -2.5% | 23,911 | 0.4% | Finance |
VYMI Vanguard International High Dividend Yield ETF | $2,555,727 | $71,131 ▼ | -2.7% | 30,181 | 0.4% | ETF |
MCD McDonald's | $2,530,796 | $22,184 ▼ | -0.9% | 8,328 | 0.4% | Retail/Wholesale |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $2,500,963 | $269,670 ▲ | 12.1% | 106,560 | 0.4% | ETF |
XLF Financial Select Sector SPDR Fund | $2,481,360 | $77,627 ▼ | -3.0% | 46,062 | 0.4% | ETF |
XLY Consumer Discretionary Select Sector SPDR Fund | $2,457,748 | $24,923 ▲ | 1.0% | 10,256 | 0.4% | Finance |
JNJ Johnson & Johnson | $2,416,950 | $42,461 ▼ | -1.7% | 13,035 | 0.4% | Medical |
PFFD Global X U.S. Preferred ETF | $2,394,359 | $41,775 ▼ | -1.7% | 123,230 | 0.4% | ETF |
QCOM QUALCOMM | $2,351,499 | $4,159 ▼ | -0.2% | 14,135 | 0.3% | Computer and Technology |
NVDA NVIDIA | $2,171,978 | $5,038 ▲ | 0.2% | 11,641 | 0.3% | Computer and Technology |
ABBV AbbVie | $2,164,204 | $77,566 ▼ | -3.5% | 9,347 | 0.3% | Medical |
ACIC Atlas Crest Investment | $2,153,564 | | 0.0% | 189,075 | 0.3% | Finance |
HDV iShares Core High Dividend ETF | $2,101,487 | $45,919 ▼ | -2.1% | 17,162 | 0.3% | ETF |
XLU Utilities Select Sector SPDR Fund | $2,094,871 | $22,762 ▼ | -1.1% | 24,021 | 0.3% | ETF |
XLV Health Care Select Sector SPDR Fund | $2,094,230 | $33,818 ▼ | -1.6% | 15,048 | 0.3% | ETF |
XLI Industrial Select Sector SPDR Fund | $1,992,035 | $23,906 ▼ | -1.2% | 12,916 | 0.3% | ETF |
CVX Chevron | $1,870,934 | $13,976 ▲ | 0.8% | 12,048 | 0.3% | Energy |
Blackrock Inc.
| $1,853,733 | $2,332 ▼ | -0.1% | 1,590 | 0.3% | Com |
GLW Corning | $1,779,149 | $12,305 ▼ | -0.7% | 21,689 | 0.3% | Computer and Technology |
VTV Vanguard Value ETF | $1,773,893 | $49,420 ▼ | -2.7% | 9,512 | 0.3% | ETF |
FLOT iShares Floating Rate Bond ETF | $1,768,920 | $17,880 ▲ | 1.0% | 34,627 | 0.3% | ETF |
CME CME Group | $1,755,695 | $10,808 ▼ | -0.6% | 6,498 | 0.3% | Finance |
PG Procter & Gamble | $1,715,656 | $12,446 ▲ | 0.7% | 11,166 | 0.3% | Consumer Staples |
NEE NextEra Energy | $1,694,222 | $25,214 ▲ | 1.5% | 22,443 | 0.2% | Utilities |
WMT Walmart | $1,674,004 | $8,348 ▼ | -0.5% | 16,243 | 0.2% | Retail/Wholesale |
COST Costco Wholesale | $1,668,911 | $5,554 ▲ | 0.3% | 1,803 | 0.2% | Retail/Wholesale |
DE Deere & Company | $1,663,512 | $4,115 ▲ | 0.2% | 3,638 | 0.2% | Industrials |
HON Honeywell International | $1,650,320 | $19,998 ▼ | -1.2% | 7,840 | 0.2% | Multi-Sector Conglomerates |
IXUS iShares Core MSCI Total International Stock ETF | $1,616,504 | $137,496 ▲ | 9.3% | 19,575 | 0.2% | Manufacturing |
CSCO Cisco Systems | $1,585,976 | $46,184 ▼ | -2.8% | 23,180 | 0.2% | Computer and Technology |
TFC Truist Financial | $1,583,238 | $5,258 ▼ | -0.3% | 34,629 | 0.2% | Finance |
VNQ Vanguard Real Estate ETF | $1,578,092 | $401,791 ▼ | -20.3% | 17,262 | 0.2% | ETF |
CARR Carrier Global | $1,460,202 | $8,656 ▲ | 0.6% | 24,459 | 0.2% | Construction |
AMT American Tower | $1,424,514 | $66,350 ▼ | -4.5% | 7,407 | 0.2% | Finance |
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF | $1,423,109 | $39,192 ▼ | -2.7% | 46,115 | 0.2% | ETF |
XOM Exxon Mobil | $1,410,615 | $38,673 ▲ | 2.8% | 12,511 | 0.2% | Energy |
XLB Materials Select Sector SPDR Fund | $1,403,897 | $21,957 ▼ | -1.5% | 15,665 | 0.2% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $1,351,998 | $74,518 ▲ | 5.8% | 13,426 | 0.2% | ETF |
PEP PepsiCo | $1,335,304 | $155,748 ▲ | 13.2% | 9,508 | 0.2% | Consumer Staples |
SHY iShares 1-3 Year Treasury Bond ETF | $1,320,225 | | 0.0% | 15,914 | 0.2% | Manufacturing |
ADBE Adobe | $1,311,172 | $114,291 ▼ | -8.0% | 3,717 | 0.2% | Computer and Technology |
XLE Energy Select Sector SPDR Fund | $1,308,920 | $6,700 ▲ | 0.5% | 14,651 | 0.2% | ETF |
SHV iShares Short Treasury Bond ETF | $1,204,120 | $18,783 ▼ | -1.5% | 10,898 | 0.2% | ETF |
LMT Lockheed Martin | $1,201,099 | $22,464 ▼ | -1.8% | 2,406 | 0.2% | Aerospace |
VOO Vanguard S&P 500 ETF | $1,135,965 | $30,007 ▲ | 2.7% | 1,855 | 0.2% | ETF |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | $1,123,337 | $192,040 ▲ | 20.6% | 50,715 | 0.2% | ETF |
META Meta Platforms | $1,116,258 | $11,016 ▼ | -1.0% | 1,520 | 0.2% | Computer and Technology |
UNP Union Pacific | $1,111,175 | $5,437 ▼ | -0.5% | 4,701 | 0.2% | Transportation |
XLP Consumer Staples Select Sector SPDR Fund | $1,056,898 | $2,351 ▼ | -0.2% | 13,486 | 0.2% | ETF |
AMGN Amgen | $1,034,263 | $39,226 ▼ | -3.7% | 3,665 | 0.2% | Medical |
EMR Emerson Electric | $1,008,381 | $2,492 ▲ | 0.2% | 7,687 | 0.1% | Industrials |
COF Capital One Financial | $1,007,417 | $14,030 ▲ | 1.4% | 4,739 | 0.1% | Finance |
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF | $968,730 | $161,532 ▲ | 20.0% | 37,782 | 0.1% | ETF |
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF | $956,630 | $161,658 ▲ | 20.3% | 37,281 | 0.1% | ETF |
KO CocaCola | $953,151 | $2,321 ▼ | -0.2% | 14,372 | 0.1% | Consumer Staples |
MMM 3M | $952,184 | $1,862 ▼ | -0.2% | 6,136 | 0.1% | Multi-Sector Conglomerates |
PAYX Paychex | $948,672 | $9,507 ▼ | -1.0% | 7,484 | 0.1% | Computer and Technology |
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF | $943,543 | $160,492 ▲ | 20.5% | 37,038 | 0.1% | ETF |
DOV Dover | $933,748 | | 0.0% | 5,597 | 0.1% | Industrials |
MUB iShares National Muni Bond ETF | $926,463 | $95,841 ▲ | 11.5% | 8,700 | 0.1% | ETF |
ULST SPDR SSgA Ultra Short Term Bond ETF | $914,304 | $43,335 ▼ | -4.5% | 22,470 | 0.1% | ETF |
