SCHX Schwab US Large-Cap ETF | $434,114,957 | $5,802,755 ▲ | 1.4% | 16,481,206 | 29.2% | ETF |
VIG Vanguard Dividend Appreciation ETF | $138,168,347 | $137,774,746 ▲ | 35,003.7% | 640,291 | 9.3% | ETF |
OSEA Harbor International Compounders ETF | $74,914,464 | $5,085,152 ▲ | 7.3% | 2,533,462 | 5.0% | ETF |
OSCV Opus Small Cap Value Plus ETF | $65,060,955 | $3,085,734 ▲ | 5.0% | 1,701,830 | 4.4% | ETF |
SMH VanEck Semiconductor ETF | $58,669,616 | $3,770,756 ▼ | -6.0% | 179,770 | 4.0% | Manufacturing |
IVV iShares Core S&P 500 ETF | $57,906,220 | $105,080 ▲ | 0.2% | 86,518 | 3.9% | ETF |
DRSK Aptus Defined Risk ETF | $48,328,407 | $1,652,132 ▲ | 3.5% | 1,676,324 | 3.3% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $47,078,521 | $2,094,060 ▲ | 4.7% | 499,189 | 3.2% | ETF |
SCHP Schwab U.S. TIPS ETF | $42,083,668 | $41,491,064 ▲ | 7,001.5% | 1,561,546 | 2.8% | ETF |
ACIO Aptus Collared Investment Opportunity ETF | $34,375,509 | $5,355,876 ▲ | 18.5% | 791,515 | 2.3% | ETF |
JPIE JPMorgan Income ETF | $34,273,491 | $1,081,538 ▲ | 3.3% | 738,494 | 2.3% | ETF |
AAPL Apple | $21,369,571 | $552,802 ▲ | 2.7% | 83,924 | 1.4% | Computer and Technology |
QQQM Invesco NASDAQ 100 ETF | $20,734,453 | $288,638 ▼ | -1.4% | 83,904 | 1.4% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $17,167,326 | $1,302,750 ▲ | 8.2% | 171,245 | 1.2% | Finance |
NVDA NVIDIA | $16,507,681 | $236,584 ▲ | 1.5% | 88,475 | 1.1% | Computer and Technology |
XLC Communication Services Select Sector SPDR Fund | $15,769,312 | $122,157 ▼ | -0.8% | 133,221 | 1.1% | ETF |
MSFT Microsoft | $12,913,928 | $449,058 ▲ | 3.6% | 24,933 | 0.9% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $11,183,465 | $234,502 ▲ | 2.1% | 16,787 | 0.8% | Finance |
MUB iShares National Muni Bond ETF | $9,796,947 | $331,077 ▲ | 3.5% | 91,999 | 0.7% | ETF |
SCHD Schwab US Dividend Equity ETF | $9,228,144 | $115,283,946 ▼ | -92.6% | 338,027 | 0.6% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $8,854,990 | $459,710 ▲ | 5.5% | 73,485 | 0.6% | ETF |
VONV Vanguard Russell 1000 Value ETF | $7,812,755 | $931,060 ▲ | 13.5% | 87,420 | 0.5% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $7,807,373 | $173,399 ▲ | 2.3% | 88,070 | 0.5% | ETF |
JPM JPMorgan Chase & Co. | $6,952,163 | $103,147 ▲ | 1.5% | 22,040 | 0.5% | Finance |
VGT Vanguard Information Technology ETF | $6,904,596 | $322,533 ▲ | 4.9% | 9,248 | 0.5% | ETF |
VUG Vanguard Growth ETF | $5,990,856 | $95,923 ▼ | -1.6% | 12,491 | 0.4% | ETF |
GOOGL Alphabet | $5,479,888 | $371,209 ▲ | 7.3% | 22,542 | 0.4% | Computer and Technology |
VTV Vanguard Value ETF | $5,183,074 | $31,144 ▼ | -0.6% | 27,793 | 0.3% | ETF |
VTI Vanguard Total Stock Market ETF | $4,991,362 | $128,968 ▼ | -2.5% | 15,210 | 0.3% | ETF |
AMZN Amazon.com | $4,893,258 | $57,966 ▲ | 1.2% | 22,286 | 0.3% | Retail/Wholesale |
VEA Vanguard FTSE Developed Markets ETF | $4,492,574 | $40,806 ▼ | -0.9% | 74,976 | 0.3% | ETF |
DSI iShares ESG MSCI KLD 400 ETF | $4,434,326 | $106,680 ▲ | 2.5% | 35,207 | 0.3% | ETF |
VXF Vanguard Extended Market ETF | $4,365,560 | $313,171 ▲ | 7.7% | 20,854 | 0.3% | ETF |
SO Southern | $4,256,689 | $49,849 ▲ | 1.2% | 44,916 | 0.3% | Utilities |
BRK.B Berkshire Hathaway | $4,069,680 | $234,277 ▲ | 6.1% | 8,095 | 0.3% | Finance |
XOM Exxon Mobil | $3,968,165 | $49,160 ▲ | 1.3% | 35,194 | 0.3% | Energy |
VTEB Vanguard Tax-Exempt Bond ETF | $3,902,984 | $109,352 ▼ | -2.7% | 77,951 | 0.3% | ETF |
SCHF Schwab International Equity ETF | $3,769,366 | $255,312 ▲ | 7.3% | 161,914 | 0.3% | ETF |
QQQ Invesco QQQ | $3,763,699 | $40,825 ▲ | 1.1% | 6,269 | 0.3% | Finance |
PPA Invesco Aerospace & Defense ETF | $3,715,232 | $23,628 ▼ | -0.6% | 23,900 | 0.3% | ETF |
GOOG Alphabet | $3,649,557 | $203,849 ▲ | 5.9% | 14,985 | 0.2% | Computer and Technology |
SCHG Schwab U.S. Large-Cap Growth ETF | $3,615,148 | $294,593 ▼ | -7.5% | 113,292 | 0.2% | ETF |
LLY Eli Lilly and Company | $3,521,230 | $18,312 ▼ | -0.5% | 4,615 | 0.2% | Medical |
META Meta Platforms | $3,367,385 | $183,609 ▲ | 5.8% | 4,585 | 0.2% | Computer and Technology |
IEMG iShares Core MSCI Emerging Markets ETF | $3,336,301 | $64,932 ▼ | -1.9% | 50,611 | 0.2% | ETF |
IEFA iShares Core MSCI EAFE ETF | $3,225,323 | $4,627 ▼ | -0.1% | 36,941 | 0.2% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $3,201,557 | $31,586 ▼ | -1.0% | 33,651 | 0.2% | ETF |
XLY Consumer Discretionary Select Sector SPDR Fund | $3,066,003 | $28,038 ▼ | -0.9% | 12,794 | 0.2% | Finance |
IHI iShares U.S. Medical Devices ETF | $3,027,212 | $28,839 ▼ | -0.9% | 50,386 | 0.2% | ETF |
SPHY SPDR Portfolio High Yield Bond ETF | $3,017,792 | $405,904 ▲ | 15.5% | 126,056 | 0.2% | ETF |
IWM iShares Russell 2000 ETF | $2,948,654 | $14,759 ▼ | -0.5% | 12,187 | 0.2% | Finance |
V Visa | $2,945,160 | $41,649 ▲ | 1.4% | 8,627 | 0.2% | Business Services |
IYG iShares U.S. Financial Services ETF | $2,810,588 | $40,069 ▼ | -1.4% | 31,354 | 0.2% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $2,745,131 | $155,768 ▼ | -5.4% | 94,302 | 0.2% | ETF |
AVGO Broadcom | $2,591,443 | $36,620 ▲ | 1.4% | 7,855 | 0.2% | Computer and Technology |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $2,493,816 | $187,221 ▲ | 8.1% | 51,922 | 0.2% | ETF |
VOO Vanguard S&P 500 ETF | $2,442,841 | $53,891 ▲ | 2.3% | 3,989 | 0.2% | ETF |
XMMO Invesco S&P MidCap Momentum ETF | $2,441,694 | $31,103 ▼ | -1.3% | 18,056 | 0.2% | ETF |
AON AON | $2,324,902 | $357 ▲ | 0.0% | 6,520 | 0.2% | Finance |
IBM International Business Machines | $2,243,850 | $89,731 ▲ | 4.2% | 7,952 | 0.2% | Computer and Technology |
ABBV AbbVie | $2,200,705 | $135,909 ▲ | 6.6% | 9,505 | 0.1% | Medical |
XLP Consumer Staples Select Sector SPDR Fund | $2,194,298 | $16,223 ▼ | -0.7% | 27,999 | 0.1% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $2,037,373 | $119,198 ▲ | 6.2% | 61,054 | 0.1% | ETF |
ORCL Oracle | $1,998,761 | $190,117 ▲ | 10.5% | 7,107 | 0.1% | Computer and Technology |
HD Home Depot | $1,924,456 | $6,482 ▲ | 0.3% | 4,750 | 0.1% | Retail/Wholesale |
XLG Invesco S&P 500 Top 50 ETF | $1,916,106 | $74,028 ▲ | 4.0% | 33,312 | 0.1% | ETF |
WMT Walmart | $1,903,578 | $61,422 ▲ | 3.3% | 18,471 | 0.1% | Retail/Wholesale |
IDEV iShares Core MSCI International Developed Markets ETF | $1,891,130 | $193,691 ▼ | -9.3% | 23,589 | 0.1% | ETF |
JNJ Johnson & Johnson | $1,843,835 | $30,409 ▲ | 1.7% | 9,944 | 0.1% | Medical |
QUAL iShares MSCI USA Quality Factor ETF | $1,835,691 | $1,362 ▲ | 0.1% | 9,438 | 0.1% | ETF |
QTEC First Trust NASDAQ-100 Technology Sector Index Fund | $1,677,835 | | 0.0% | 7,307 | 0.1% | Manufacturing |
TSLA Tesla | $1,632,567 | $9,339 ▼ | -0.6% | 3,671 | 0.1% | Auto/Tires/Trucks |
VWO Vanguard FTSE Emerging Markets ETF | $1,513,192 | $35,000 ▲ | 2.4% | 27,929 | 0.1% | ETF |
IWF iShares Russell 1000 Growth ETF | $1,482,865 | $8,899 ▼ | -0.6% | 3,166 | 0.1% | ETF |
LMT Lockheed Martin | $1,470,652 | $63,898 ▼ | -4.2% | 2,946 | 0.1% | Aerospace |
BAC Bank of America | $1,444,440 | $9,235 ▲ | 0.6% | 27,998 | 0.1% | Finance |
VBR Vanguard Small-Cap Value ETF | $1,439,473 | $16,697 ▼ | -1.1% | 6,897 | 0.1% | ETF |
CEG Constellation Energy | $1,429,169 | $89,508 ▲ | 6.7% | 4,343 | 0.1% | Energy |
TSM Taiwan Semiconductor Manufacturing | $1,410,215 | $48,599 ▼ | -3.3% | 5,049 | 0.1% | Computer and Technology |
PG Procter & Gamble | $1,394,904 | $111,863 ▼ | -7.4% | 9,078 | 0.1% | Consumer Staples |
CAT Caterpillar | $1,384,971 | $20,992 ▲ | 1.5% | 2,903 | 0.1% | Industrials |
BND Vanguard Total Bond Market ETF | $1,371,606 | $151,045 ▼ | -9.9% | 18,443 | 0.1% | ETF |
XLU Utilities Select Sector SPDR Fund | $1,344,483 | $41,162 ▼ | -3.0% | 15,417 | 0.1% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $1,311,367 | $88,028 ▲ | 7.2% | 7,970 | 0.1% | Manufacturing |
MCD McDonald's | $1,248,034 | $59,864 ▼ | -4.6% | 4,107 | 0.1% | Retail/Wholesale |
GLD SPDR Gold Shares | $1,171,976 | $31,992 ▼ | -2.7% | 3,297 | 0.1% | Finance |
T AT&T | $1,140,497 | $14,939 ▲ | 1.3% | 40,386 | 0.1% | Computer and Technology |
UNH UnitedHealth Group | $1,138,109 | $224,445 ▼ | -16.5% | 3,296 | 0.1% | Medical |
PWR Quanta Services | $1,127,727 | $133,868 ▲ | 13.5% | 2,721 | 0.1% | Construction |
FDL First Trust Morningstar Dividend Leaders Index Fund | $1,111,495 | $4,341 ▼ | -0.4% | 25,605 | 0.1% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $1,110,634 | $8,115 ▲ | 0.7% | 10,401 | 0.1% | ETF |
EFG iShares MSCI EAFE Growth ETF | $1,106,313 | $10,477 ▼ | -0.9% | 9,715 | 0.1% | ETF |
XLK Technology Select Sector SPDR Fund | $1,098,866 | $28,465 ▲ | 2.7% | 3,899 | 0.1% | ETF |
CVX Chevron | $1,097,989 | $7,453 ▼ | -0.7% | 7,071 | 0.1% | Energy |
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF | $1,084,669 | $30,315 ▲ | 2.9% | 43,509 | 0.1% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $1,073,494 | | 0.0% | 22,933 | 0.1% | ETF |
MA Mastercard | $1,070,555 | $15,927 ▲ | 1.5% | 1,882 | 0.1% | Business Services |
ESGD iShares ESG Aware MSCI EAFE ETF | $1,040,330 | $4,835 ▼ | -0.5% | 11,189 | 0.1% | Manufacturing |
APPLOVIN CORP
| $1,013,141 | $24,430 ▼ | -2.4% | 1,410 | 0.1% | COM CL A |
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF | $1,003,249 | $103,694 ▲ | 11.5% | 22,098 | 0.1% | ETF |
