SPLG SPDR Portfolio S&P 500 ETF | $104,210,740 | $2,634,027 â–² | 2.6% | 1,185,830 | 13.6% | ETF |
VIG Vanguard Dividend Appreciation ETF | $42,960,017 | $1,535,191 â–² | 3.7% | 181,557 | 5.6% | ETF |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $39,718,155 | $1,458,111 â–² | 3.8% | 788,528 | 5.2% | Manufacturing |
VYM Vanguard High Dividend Yield ETF | $39,356,423 | $428,103 â–² | 1.1% | 249,044 | 5.1% | Financial Services |
VUG Vanguard Growth ETF | $36,536,109 | $30,697,798 â–² | 525.8% | 424,148 | 4.8% | ETF |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $26,641,354 | $868,689 â–² | 3.4% | 796,215 | 3.5% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $26,311,880 | $1,757,551 â–¼ | -6.3% | 456,249 | 3.4% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $21,417,533 | $751,132 â–¼ | -3.4% | 317,015 | 2.8% | ETF |
AAPL Apple | $20,431,131 | $201,684 â–¼ | -1.0% | 70,608 | 2.7% | Computer and Technology |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $19,891,293 | $372,999 â–² | 1.9% | 240,669 | 2.6% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $17,949,703 | $376,177 â–² | 2.1% | 84,362 | 2.3% | ETF |
EUSA iShares MSCI USA Equal Weighted ETF | $16,344,814 | $256,357 â–¼ | -1.5% | 143,137 | 2.1% | ETF |
XLK Technology Select Sector SPDR Fund | $11,253,826 | $258,155 â–¼ | -2.2% | 59,069 | 1.5% | ETF |
BSV Vanguard Short-Term Bond ETF | $11,064,467 | $264,037 â–² | 2.4% | 142,016 | 1.4% | ETF |
MSFT Microsoft | $10,847,422 | $29,096 â–¼ | -0.3% | 29,080 | 1.4% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $10,696,746 | $67,717 â–² | 0.6% | 28,907 | 1.4% | ETF |
DGRO iShares Core Dividend Growth ETF | $9,621,616 | $169,694 â–² | 1.8% | 126,951 | 1.3% | ETF |
GOOGL Alphabet | $8,491,826 | $184,403 â–¼ | -2.1% | 23,762 | 1.1% | Computer and Technology |
VUSB Vanguard Ultra-Short Bond ETF | $8,063,165 | $225,503 â–² | 2.9% | 161,976 | 1.1% | ETF |
QQQ Invesco QQQ | $7,734,409 | $1,473 â–¼ | 0.0% | 10,503 | 1.0% | Finance |
SPY SPDR S&P 500 ETF Trust | $7,523,708 | $34,351 â–¼ | -0.5% | 10,075 | 1.0% | Finance |
V Visa | $7,014,818 | $35,681 â–¼ | -0.5% | 20,446 | 0.9% | Business Services |
LLY Eli Lilly and Company | $6,780,378 | $203,903 â–¼ | -2.9% | 5,653 | 0.9% | Medical |
MGC Vanguard Mega Cap ETF | $6,323,589 | $922,133 â–² | 17.1% | 23,110 | 0.8% | ETF |
GLW Corning | $5,549,217 | $9,195 â–² | 0.2% | 21,725 | 0.7% | Computer and Technology |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $5,483,166 | $93,610 â–² | 1.7% | 226,390 | 0.7% | ETF |
AMZN Amazon.com | $5,186,040 | $46,238 â–¼ | -0.9% | 21,759 | 0.7% | Retail/Wholesale |
FLOT iShares Floating Rate Bond ETF | $5,180,299 | $564,256 â–² | 12.2% | 101,475 | 0.7% | ETF |
IWM iShares Russell 2000 ETF | $5,176,153 | $24,937 â–¼ | -0.5% | 17,228 | 0.7% | Finance |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $5,134,458 | $334,374 â–¼ | -6.1% | 211,905 | 0.7% | ETF |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $5,053,914 | $45,955 â–¼ | -0.9% | 200,155 | 0.7% | ETF |
JPM JPMorgan Chase & Co. | $5,050,047 | $82,160 â–¼ | -1.6% | 15,428 | 0.7% | Finance |
GOOG Alphabet | $5,007,393 | $79,146 â–¼ | -1.6% | 14,172 | 0.7% | Computer and Technology |
Guardian Pharmacy Svcs Inc Class A
| $4,234,187 | $4,234,187 â–² | New Holding | 101,127 | 0.6% | Com |
PSK SPDR ICE Preferred Securities ETF | $4,217,414 | $2,748 â–² | 0.1% | 138,140 | 0.6% | ETF |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $4,146,103 | $99,241 â–¼ | -2.3% | 179,020 | 0.5% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $4,044,908 | $68,224 â–¼ | -1.7% | 5,751 | 0.5% | ETF |
JNJ Johnson & Johnson | $3,107,323 | $18,032 â–¼ | -0.6% | 12,235 | 0.4% | Medical |
PFF iShares Preferred and Income Securities ETF | $3,073,697 | $136,748 â–² | 4.7% | 100,810 | 0.4% | ETF |
CSCO Cisco Systems | $2,592,225 | $12,803 â–¼ | -0.5% | 22,069 | 0.3% | Computer and Technology |
VOX Vanguard Communication Services ETF | $2,512,205 | $38,629 â–¼ | -1.5% | 13,657 | 0.3% | ETF |
QCOM Qualcomm | $2,461,403 | $5,728 â–¼ | -0.2% | 13,320 | 0.3% | Computer and Technology |
HDV iShares Core High Dividend ETF | $2,439,901 | $1,942,218 â–² | 390.3% | 89,015 | 0.3% | ETF |
HD Home Depot | $2,408,452 | $62,072 â–¼ | -2.5% | 6,829 | 0.3% | Retail/Wholesale |
XLY Consumer Discretionary Select Sector SPDR Fund | $2,354,279 | | 0.0% | 20,074 | 0.3% | Finance |
VYMI Vanguard International High Dividend Yield ETF | $2,352,479 | $638,595 â–¼ | -21.4% | 23,956 | 0.3% | ETF |
XLI Industrial Select Sector SPDR Fund | $2,312,597 | $12,040 â–¼ | -0.5% | 12,485 | 0.3% | ETF |
PFFD Global X U.S. Preferred ETF | $2,275,134 | $41,398 â–² | 1.9% | 121,730 | 0.3% | ETF |
XLV Health Care Select Sector SPDR Fund | $2,264,237 | $26,972 â–¼ | -1.2% | 14,271 | 0.3% | ETF |
VOO Vanguard S&P 500 ETF | $2,234,193 | $47,390 â–² | 2.2% | 3,253 | 0.3% | ETF |
VTV Vanguard Value ETF | $2,204,580 | $1,743 â–¼ | -0.1% | 10,116 | 0.3% | ETF |
XLF Financial Select Sector SPDR Fund | $2,186,591 | $38,599 â–¼ | -1.7% | 40,787 | 0.3% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $2,158,495 | $28,467 â–¼ | -1.3% | 19,790 | 0.3% | Finance |
NVDA NVIDIA | $2,154,569 | $28,013 â–² | 1.3% | 10,768 | 0.3% | Computer and Technology |
DE Deere & Company | $2,130,080 | | 0.0% | 3,358 | 0.3% | Industrials |
ABBV AbbVie | $2,128,119 | $5,536 â–¼ | -0.3% | 8,457 | 0.3% | Medical |
American Coastal Ins Corp
| $2,098,733 | | 0.0% | 189,075 | 0.3% | Com |
ICE Intercontinental Exchange | $2,086,838 | $4,186 â–¼ | -0.2% | 16,951 | 0.3% | Finance |
AMD Advanced Micro Devices | $2,027,376 | $609,956 â–¼ | -23.1% | 3,490 | 0.3% | Computer and Technology |
XLU Utilities Select Sector SPDR Fund | $1,993,146 | $38,312 â–¼ | -1.9% | 43,960 | 0.3% | ETF |
MCD McDonald's | $1,949,205 | $11,623 â–¼ | -0.6% | 7,211 | 0.3% | Retail/Wholesale |
CVX Chevron | $1,871,596 | $16,410 â–¼ | -0.9% | 11,291 | 0.2% | Energy |
Wal-Mart Stores Inc
| $1,836,737 | $55,724 â–² | 3.1% | 16,217 | 0.2% | Com |
XOM ExxonMobil | $1,683,160 | $4,922 â–¼ | -0.3% | 12,311 | 0.2% | Energy |
CARR Carrier Global | $1,647,368 | $7,702 â–¼ | -0.5% | 22,459 | 0.2% | Construction |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | $1,639,469 | $115,758 â–¼ | -6.6% | 75,205 | 0.2% | ETF |
COST Costco Wholesale | $1,627,718 | $32,741 â–¼ | -2.0% | 1,740 | 0.2% | Retail/Wholesale |
PG Procter & Gamble | $1,624,478 | $5,719 â–² | 0.4% | 11,078 | 0.2% | Consumer Staples |
IXUS iShares Core MSCI Total International Stock ETF | $1,580,486 | $10,021 â–¼ | -0.6% | 16,560 | 0.2% | Manufacturing |
Blackrock Inc.
| $1,470,225 | $16,347 â–¼ | -1.1% | 1,529 | 0.2% | Com |
XLB Materials Select Sector SPDR Fund | $1,469,749 | $37,360 â–¼ | -2.5% | 28,915 | 0.2% | ETF |
XLE Energy Select Sector SPDR Fund | $1,455,267 | $12,215 â–¼ | -0.8% | 27,401 | 0.2% | ETF |
NEE NextEra Energy | $1,389,926 | $29,227 â–² | 2.1% | 15,836 | 0.2% | Utilities |
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF | $1,378,224 | $8,792 â–¼ | -0.6% | 44,675 | 0.2% | ETF |
CME CME Group | $1,360,754 | $15,679 â–¼ | -1.1% | 6,162 | 0.2% | Finance |
ORCL Oracle | $1,343,424 | $88,516 â–¼ | -6.2% | 9,167 | 0.2% | Computer and Technology |
SGOV iShares 0-3 Month Treasury Bond ETF | $1,280,019 | $92,616 â–¼ | -6.7% | 12,715 | 0.2% | ETF |
PEP PepsiCo | $1,265,719 | $8,395 â–² | 0.7% | 9,348 | 0.2% | Consumer Staples |
SHY iShares 1-3 Year Treasury Bond ETF | $1,265,479 | $18,228 â–¼ | -1.4% | 15,412 | 0.2% | Manufacturing |
DOV Dover | $1,255,295 | | 0.0% | 5,597 | 0.2% | Industrials |
AMGN Amgen | $1,243,158 | $5,794 â–¼ | -0.5% | 3,433 | 0.2% | Medical |
UNP Union Pacific | $1,213,936 | $20,128 â–¼ | -1.6% | 4,463 | 0.2% | Transportation |
SHV iShares Short Treasury Bond ETF | $1,166,510 | $100,087 â–¼ | -7.9% | 10,571 | 0.2% | ETF |
MU Micron Technology | $1,162,370 | $301,270 â–² | 35.0% | 1,007 | 0.2% | Computer and Technology |
CAT Caterpillar | $1,146,897 | $10,649 â–¼ | -0.9% | 1,077 | 0.1% | Industrials |
KO CocaCola | $1,130,710 | $4,064 â–¼ | -0.4% | 13,913 | 0.1% | Consumer Staples |
LMT Lockheed Martin | $1,120,812 | $4,585 â–¼ | -0.4% | 2,200 | 0.1% | Aerospace |
IJH iShares Core S&P Mid-Cap ETF | $1,093,960 | $144,813 â–² | 15.3% | 14,187 | 0.1% | ETF |
EMR Emerson Electric | $1,087,081 | $8,446 â–¼ | -0.8% | 7,594 | 0.1% | Industrials |
XLP Consumer Staples Select Sector SPDR Fund | $1,079,744 | $14,122 â–¼ | -1.3% | 12,998 | 0.1% | ETF |
VNQ Vanguard Real Estate ETF | $1,062,755 | $6,750 â–¼ | -0.6% | 11,021 | 0.1% | ETF |
AMT American Tower | $1,029,837 | $106,157 â–¼ | -9.3% | 6,296 | 0.1% | Finance |
TFC Truist Financial | $1,025,893 | $11,359 â–¼ | -1.1% | 20,592 | 0.1% | Finance |
IWB iShares Russell 1000 ETF | $1,007,780 | $960,278 â–² | 2,021.6% | 2,461 | 0.1% | ETF |
TSM Taiwan Semiconductor Manufacturing | $1,003,852 | $1,910 â–² | 0.2% | 2,102 | 0.1% | Computer and Technology |
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF | $962,345 | | 0.0% | 37,621 | 0.1% | ETF |
MMM 3M | $941,345 | $6,476 â–¼ | -0.7% | 5,814 | 0.1% | Multi-Sector Conglomerates |
UNH UnitedHealth Group | $940,155 | $85,204 â–² | 10.0% | 2,262 | 0.1% | Medical |
INTC Intel | $916,811 | | 0.0% | 6,566 | 0.1% | Computer and Technology |
COF Capital One Financial | $913,222 | $3,210 â–² | 0.4% | 4,552 | 0.1% | Finance |
