IVV iShares Core S&P 500 ETF | $28,237,124 | $5,085,942 ▲ | 22.0% | 53,710 | 7.9% | ETF |
BRK.A Berkshire Hathaway | $20,936,520 | | 0.0% | 33 | 5.9% | Finance |
VEA Vanguard FTSE Developed Markets ETF | $17,725,595 | $3,994,832 ▲ | 29.1% | 353,311 | 5.0% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $10,521,871 | $2,139,294 ▲ | 25.5% | 251,900 | 2.9% | ETF |
AAPL Apple | $10,316,772 | $100,659 ▼ | -1.0% | 60,163 | 2.9% | Computer and Technology |
MSFT Microsoft | $10,062,152 | $151,877 ▼ | -1.5% | 23,917 | 2.8% | Computer and Technology |
BRK.B Berkshire Hathaway | $8,604,534 | $457,938 ▲ | 5.6% | 20,462 | 2.4% | Finance |
VO Vanguard Mid-Cap ETF | $8,157,665 | $1,430,196 ▲ | 21.3% | 32,649 | 2.3% | ETF |
VTI Vanguard Total Stock Market ETF | $7,069,797 | $1,792,789 ▲ | 34.0% | 27,202 | 2.0% | ETF |
ICSH BlackRock Ultra Short-Term Bond ETF | $6,681,959 | $125,540 ▼ | -1.8% | 132,159 | 1.9% | ETF |
SHV iShares Short Treasury Bond ETF | $6,681,554 | $21,445 ▼ | -0.3% | 60,445 | 1.9% | ETF |
NVDA NVIDIA | $6,522,782 | $432,804 ▲ | 7.1% | 7,219 | 1.8% | Computer and Technology |
GSY Invesco Ultra Short Duration ETF | $6,483,733 | $64,807 ▼ | -1.0% | 129,961 | 1.8% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $5,311,993 | $1,459,421 ▲ | 37.9% | 233,289 | 1.5% | ETF |
NCNO nCino | $5,244,900 | $57,378 ▲ | 1.1% | 140,313 | 1.5% | Computer and Technology |
AMZN Amazon.com | $5,073,581 | $6,133 ▼ | -0.1% | 28,127 | 1.4% | Retail/Wholesale |
DFAI Dimensional International Core Equity Market ETF | $4,514,359 | $399,751 ▲ | 9.7% | 149,383 | 1.3% | ETF |
FSK FS KKR Capital | $4,481,247 | $234,002 ▼ | -5.0% | 226,531 | 1.3% | Finance |
SRLN SPDR Blackstone Senior Loan ETF | $4,191,800 | $2,097,921 ▲ | 100.2% | 99,544 | 1.2% | ETF |
GOOGL Alphabet | $3,356,834 | $537,009 ▲ | 19.0% | 22,241 | 0.9% | Computer and Technology |
IJR iShares Core S&P Small-Cap ETF | $3,283,917 | $603,998 ▲ | 22.5% | 29,713 | 0.9% | ETF |
META Meta Platforms | $3,064,543 | $138,392 ▲ | 4.7% | 6,311 | 0.9% | Computer and Technology |
ACN Accenture | $2,897,368 | $140,033 ▼ | -4.6% | 8,359 | 0.8% | Business Services |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $2,814,721 | $453,756 ▲ | 19.2% | 34,961 | 0.8% | ETF |
GOOG Alphabet | $2,681,411 | $3,806 ▲ | 0.1% | 17,611 | 0.8% | Computer and Technology |
GSIE Goldman Sachs ActiveBeta International Equity ETF | $2,373,380 | $392,689 ▲ | 19.8% | 69,215 | 0.7% | ETF |
GSID Goldman Sachs MarketBeta International Equity ETF | $2,178,814 | $358,499 ▲ | 19.7% | 38,374 | 0.6% | ETF |
SQ Block | $2,168,935 | $141,754 ▲ | 7.0% | 25,644 | 0.6% | Business Services |
XOM Exxon Mobil | $2,075,087 | $44,171 ▲ | 2.2% | 17,852 | 0.6% | Oils/Energy |
JPM JPMorgan Chase & Co. | $1,975,984 | $172,060 ▼ | -8.0% | 9,865 | 0.6% | Finance |
VTEB Vanguard Tax-Exempt Bond ETF | $1,955,372 | $64,970 ▲ | 3.4% | 38,644 | 0.5% | ETF |
PXH Invesco FTSE RAFI Emerging Markets ETF | $1,935,811 | $670,458 ▲ | 53.0% | 99,476 | 0.5% | ETF |
UNH UnitedHealth Group | $1,917,914 | $410,593 ▲ | 27.2% | 3,877 | 0.5% | Medical |
VOO Vanguard S&P 500 ETF | $1,909,123 | $24,513 ▼ | -1.3% | 3,972 | 0.5% | ETF |
COP ConocoPhillips | $1,862,782 | $9,164 ▲ | 0.5% | 14,635 | 0.5% | Oils/Energy |
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | $1,721,734 | $281,782 ▲ | 19.6% | 53,470 | 0.5% | ETF |
LLY Eli Lilly and Company | $1,696,180 | $42,794 ▲ | 2.6% | 2,180 | 0.5% | Medical |
REM iShares Mortgage Real Estate ETF | $1,609,533 | $1,609,533 ▲ | New Holding | 69,257 | 0.5% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $1,592,767 | $217,130 ▲ | 15.8% | 23,151 | 0.4% | ETF |
TSM Taiwan Semiconductor Manufacturing | $1,565,943 | $145,339 ▼ | -8.5% | 11,464 | 0.4% | Computer and Technology |
BSV Vanguard Short-Term Bond ETF | $1,541,450 | $46,002 ▼ | -2.9% | 20,105 | 0.4% | ETF |
JNJ Johnson & Johnson | $1,522,631 | $65,493 ▲ | 4.5% | 9,625 | 0.4% | Medical |
MORT VanEck Mortgage REIT Income ETF | $1,503,252 | $1,503,252 ▲ | New Holding | 128,593 | 0.4% | ETF |
AVGO Broadcom | $1,485,294 | $119,248 ▼ | -7.4% | 1,121 | 0.4% | Computer and Technology |
PULS PGIM Ultra Short Bond ETF | $1,444,047 | $1,292,510 ▼ | -47.2% | 29,055 | 0.4% | ETF |
HD Home Depot | $1,440,015 | $126,203 ▼ | -8.1% | 3,754 | 0.4% | Retail/Wholesale |
JVAL JPMorgan US Value Factor ETF | $1,436,580 | $511,337 ▲ | 55.3% | 34,517 | 0.4% | ETF |
DFUS Dimensional U.S. Equity ETF | $1,397,709 | $497,945 ▼ | -26.3% | 24,530 | 0.4% | ETF |
DIHP Dimensional International High Profitability ETF | $1,359,073 | $233,193 ▲ | 20.7% | 50,448 | 0.4% | ETF |
DGRO iShares Core Dividend Growth ETF | $1,337,703 | $253,896 ▲ | 23.4% | 23,040 | 0.4% | ETF |
V Visa | $1,326,494 | $70,609 ▼ | -5.1% | 4,753 | 0.4% | Business Services |
WFC Wells Fargo & Company | $1,320,661 | $57,554 ▼ | -4.2% | 22,786 | 0.4% | Finance |
IWF iShares Russell 1000 Growth ETF | $1,316,257 | $378,866 ▲ | 40.4% | 3,905 | 0.4% | ETF |
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF | $1,297,159 | $211,857 ▲ | 19.5% | 26,126 | 0.4% | ETF |
IEF iShares 7-10 Year Treasury Bond ETF | $1,248,946 | $260,694 ▼ | -17.3% | 13,194 | 0.3% | ETF |
PG Procter & Gamble | $1,236,017 | $4,381 ▼ | -0.4% | 7,618 | 0.3% | Consumer Staples |
SPYV SPDR Portfolio S&P 500 Value ETF | $1,232,120 | $722,047 ▼ | -36.9% | 24,593 | 0.3% | ETF |
NVO Novo Nordisk A/S | $1,227,484 | $41,908 ▼ | -3.3% | 9,490 | 0.3% | Medical |
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | $1,225,037 | $205,985 ▲ | 20.2% | 41,583 | 0.3% | Finance |
TMO Thermo Fisher Scientific | $1,224,166 | $5,234 ▼ | -0.4% | 2,105 | 0.3% | Medical |
MA Mastercard | $1,214,615 | $102,582 ▼ | -7.8% | 2,522 | 0.3% | Business Services |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $1,195,219 | $719,681 ▲ | 151.3% | 15,377 | 0.3% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $1,152,093 | $545,763 ▼ | -32.1% | 15,750 | 0.3% | ETF |
DEM WisdomTree Emerging Markets High Dividend Fund | $1,105,782 | $29,832 ▲ | 2.8% | 26,429 | 0.3% | Finance |
TSLA Tesla | $1,094,393 | $158,903 ▼ | -12.7% | 6,226 | 0.3% | Auto/Tires/Trucks |
SPDW SPDR Portfolio Developed World ex-US ETF | $1,094,320 | $111,608 ▼ | -9.3% | 30,533 | 0.3% | ETF |
MRK Merck & Co., Inc. | $1,092,229 | $219,030 ▼ | -16.7% | 8,228 | 0.3% | Medical |
CVX Chevron | $1,055,736 | $151,586 ▼ | -12.6% | 6,693 | 0.3% | Oils/Energy |
EUSA iShares MSCI USA Equal Weighted ETF | $1,054,797 | $665,345 ▲ | 170.8% | 11,592 | 0.3% | ETF |
ABBV AbbVie | $1,006,351 | $23,675 ▲ | 2.4% | 5,526 | 0.3% | Medical |
CAT Caterpillar | $1,002,573 | $49,469 ▲ | 5.2% | 2,736 | 0.3% | Industrial Products |
GDX VanEck Gold Miners ETF | $997,437 | $785,744 ▲ | 371.2% | 31,545 | 0.3% | ETF |
QCOM QUALCOMM | $993,785 | $15,068 ▼ | -1.5% | 5,870 | 0.3% | Computer and Technology |
VLO Valero Energy | $989,564 | $11,096 ▲ | 1.1% | 5,797 | 0.3% | Oils/Energy |
VFMO Vanguard U.S. Momentum Factor ETF | $971,634 | $506,163 ▲ | 108.7% | 6,423 | 0.3% | ETF |
WMT Walmart | $966,710 | $646,949 ▲ | 202.3% | 16,011 | 0.3% | Retail/Wholesale |
HON Honeywell International | $952,400 | $14,573 ▲ | 1.6% | 4,640 | 0.3% | Multi-Sector Conglomerates |
NFLX Netflix | $947,494 | $47,375 ▼ | -4.8% | 1,560 | 0.3% | Consumer Discretionary |
MDYG SPDR S&P 400 Mid CapGrowth ETF | $929,301 | $264,841 ▼ | -22.2% | 10,646 | 0.3% | ETF |
COST Costco Wholesale | $908,471 | $95,976 ▼ | -9.6% | 1,240 | 0.3% | Retail/Wholesale |
SHY iShares 1-3 Year Treasury Bond ETF | $872,429 | $1,043,513 ▼ | -54.5% | 10,668 | 0.2% | Manufacturing |
IHDG WisdomTree International Hedged Quality Dividend Growth Fund | $871,909 | $132,769 ▲ | 18.0% | 18,979 | 0.2% | Finance |
CSCO Cisco Systems | $843,354 | $129,920 ▼ | -13.3% | 16,897 | 0.2% | Computer and Technology |
AMAT Applied Materials | $827,678 | $26,606 ▲ | 3.3% | 4,013 | 0.2% | Computer and Technology |
AMD Advanced Micro Devices | $821,265 | $38,807 ▲ | 5.0% | 4,550 | 0.2% | Computer and Technology |
ORCL Oracle | $789,967 | $32,031 ▲ | 4.2% | 6,289 | 0.2% | Computer and Technology |
MDYV SPDR S&P 400 Mid Cap Value ETF | $785,407 | $222,687 ▼ | -22.1% | 10,334 | 0.2% | ETF |
PEP PepsiCo | $783,695 | $8,641 ▼ | -1.1% | 4,444 | 0.2% | Consumer Staples |
CRM Salesforce | $764,742 | $34,679 ▼ | -4.3% | 2,536 | 0.2% | Computer and Technology |
DE Deere & Company | $746,125 | $2,473 ▲ | 0.3% | 1,810 | 0.2% | Industrial Products |
BKLN Invesco Senior Loan ETF | $733,924 | $733,924 ▲ | New Holding | 34,701 | 0.2% | ETF |
DIS Walt Disney | $732,383 | $122,003 ▼ | -14.3% | 5,985 | 0.2% | Consumer Discretionary |
ABT Abbott Laboratories | $730,341 | $32,505 ▼ | -4.3% | 6,426 | 0.2% | Medical |
BAC Bank of America | $727,261 | $52,595 ▼ | -6.7% | 19,179 | 0.2% | Finance |
USB U.S. Bancorp | $725,021 | $99,462 ▼ | -12.1% | 16,044 | 0.2% | Finance |
ADBE Adobe | $723,634 | $162,994 ▼ | -18.4% | 1,434 | 0.2% | Computer and Technology |
ADM Archer-Daniels-Midland | $704,261 | $704,261 ▲ | New Holding | 11,213 | 0.2% | Consumer Staples |
PXD Pioneer Natural Resources | $696,856 | $1,837 ▼ | -0.3% | 2,655 | 0.2% | Oils/Energy |
HES Hess | $691,066 | $12,365 ▲ | 1.8% | 4,527 | 0.2% | Oils/Energy |
PKST Peakstone Realty Trust | $689,033 | $6,696 ▼ | -1.0% | 42,703 | 0.2% | Finance |
SCHW Charles Schwab | $672,008 | $92,157 ▼ | -12.1% | 9,290 | 0.2% | Finance |
UNP Union Pacific | $659,038 | $12,541 ▲ | 1.9% | 2,680 | 0.2% | Transportation |
EDV Vanguard Extended Duration Treasury ETF | $649,853 | $45,958 ▼ | -6.6% | 8,484 | 0.2% | ETF |
QQQ Invesco QQQ | $643,207 | $431,620 ▼ | -40.2% | 1,447 | 0.2% | Finance |
JPST JPMorgan Ultra-Short Income ETF | $633,029 | $121,732 ▼ | -16.1% | 12,548 | 0.2% | ETF |
MAR Marriott International | $620,447 | $19,176 ▲ | 3.2% | 2,459 | 0.2% | Consumer Discretionary |
QUAL iShares MSCI USA Quality Factor ETF | $610,743 | $207,745 ▲ | 51.5% | 3,716 | 0.2% | ETF |
IHF iShares U.S. Healthcare Providers ETF | $601,355 | $481,095 ▲ | 400.0% | 11,026 | 0.2% | ETF |
DFAR Dimensional US Real Estate ETF | $600,245 | $188,845 ▼ | -23.9% | 26,833 | 0.2% | ETF |
KO Coca-Cola | $596,510 | $8,202 ▼ | -1.4% | 9,673 | 0.2% | Consumer Staples |
RTX RTX | $591,188 | $975 ▼ | -0.2% | 6,062 | 0.2% | Aerospace |
DFAE Dimensional Emerging Core Equity Market ETF | $589,719 | $86,594 ▼ | -12.8% | 23,856 | 0.2% | ETF |
NOW ServiceNow | $578,662 | $51,843 ▼ | -8.2% | 759 | 0.2% | Computer and Technology |
USRT iShares Core U.S. REIT ETF | $577,107 | $166,832 ▼ | -22.4% | 10,727 | 0.2% | ETF |
NTSE WisdomTree Emerging Markets Efficient Core Fund | $559,451 | $90,790 ▲ | 19.4% | 19,774 | 0.2% | Finance |
LSCC Lattice Semiconductor | $558,847 | $1,956 ▼ | -0.3% | 7,144 | 0.2% | Computer and Technology |
CI The Cigna Group | $540,177 | $13,078 ▼ | -2.4% | 1,487 | 0.2% | Medical |
MCD McDonald's | $537,793 | $20,305 ▼ | -3.6% | 1,907 | 0.2% | Retail/Wholesale |
PSX Phillips 66 | $536,181 | $33,971 ▼ | -6.0% | 3,283 | 0.2% | Oils/Energy |
MU Micron Technology | $535,002 | $30,443 ▲ | 6.0% | 4,534 | 0.1% | Computer and Technology |
FICO Fair Isaac | $534,833 | $36,239 ▲ | 7.3% | 428 | 0.1% | Computer and Technology |
DFSD Dimensional Short-Duration Fixed Income ETF | $532,728 | | 0.0% | 11,325 | 0.1% | ETF |
PFFD Global X U.S. Preferred ETF | $528,688 | $111,503 ▼ | -17.4% | 26,225 | 0.1% | ETF |
QUS SPDR MSCI USA StrategicFactors ETF | $522,084 | | 0.0% | 3,585 | 0.1% | ETF |
BLK BlackRock | $517,692 | $3,335 ▲ | 0.6% | 621 | 0.1% | Finance |
RSPG Invesco S&P 500 Equal Weight Energy ETF | $512,148 | $1,163 ▲ | 0.2% | 6,165 | 0.1% | ETF |
MCK McKesson | $511,352 | $538 ▼ | -0.1% | 951 | 0.1% | Medical |
RUN Sunrun | $507,470 | $38,354 ▲ | 8.2% | 38,503 | 0.1% | Oils/Energy |
DEO Diageo | $502,581 | $23,911 ▼ | -4.5% | 3,342 | 0.1% | Consumer Staples |
OVV Ovintiv | $500,966 | $2,076 ▼ | -0.4% | 9,653 | 0.1% | Oils/Energy |
TM Toyota Motor | $498,510 | $7,046 ▲ | 1.4% | 1,981 | 0.1% | Auto/Tires/Trucks |
DNL WisdomTree Global ex U.S. Quality Dividend Growth Fund | $495,550 | $60,826 ▲ | 14.0% | 12,742 | 0.1% | Finance |
PID Invesco International Dividend Achievers ETF | $494,114 | $72,362 ▲ | 17.2% | 26,651 | 0.1% | Manufacturing |
DFCF Dimensional Core Fixed Income ETF | $490,507 | $99,754 ▼ | -16.9% | 11,693 | 0.1% | ETF |
DFIP Dimensional Inflation-Protected Securities ETF | $490,484 | $93,964 ▼ | -16.1% | 11,891 | 0.1% | ETF |
ISRG Intuitive Surgical | $487,338 | $6,386 ▼ | -1.3% | 1,221 | 0.1% | Medical |
OXY Occidental Petroleum | $482,544 | $19,628 ▼ | -3.9% | 7,400 | 0.1% | Oils/Energy |
FICS First Trust International Developed Capital Strength ETF | $478,645 | $96,422 ▲ | 25.2% | 13,681 | 0.1% | ETF |
UPS United Parcel Service | $477,620 | $42,812 ▼ | -8.2% | 3,213 | 0.1% | Transportation |
IYW iShares U.S. Technology ETF | $477,437 | | 0.0% | 3,535 | 0.1% | Manufacturing |
IFF International Flavors & Fragrances | $476,009 | $35,334 ▼ | -6.9% | 5,510 | 0.1% | Consumer Staples |
AJG Arthur J. Gallagher & Co. | $475,280 | $18,251 ▲ | 4.0% | 1,901 | 0.1% | Finance |
SHEL Shell | $473,123 | $19,577 ▼ | -4.0% | 7,057 | 0.1% | Oils/Energy |
LOW Lowe's Companies | $471,995 | $32,604 ▼ | -6.5% | 1,853 | 0.1% | Retail/Wholesale |
CNQ Canadian Natural Resources | $471,626 | $9,790 ▲ | 2.1% | 6,118 | 0.1% | Oils/Energy |
INTU Intuit | $471,424 | $19,507 ▲ | 4.3% | 725 | 0.1% | Computer and Technology |
BMY Bristol-Myers Squibb | $465,018 | $18,004 ▲ | 4.0% | 8,575 | 0.1% | Medical |
FCX Freeport-McMoRan | $457,543 | $5,125 ▼ | -1.1% | 9,731 | 0.1% | Basic Materials |
ELV Elevance Health | $457,102 | $18,139 ▲ | 4.1% | 882 | 0.1% | Medical |
VZ Verizon Communications | $452,639 | $9,483 ▼ | -2.1% | 10,787 | 0.1% | Computer and Technology |
VRTX Vertex Pharmaceuticals | $450,849 | $3,343 ▲ | 0.7% | 1,079 | 0.1% | Medical |
FLBL Franklin Senior Loan ETF | $449,557 | $449,557 ▲ | New Holding | 18,353 | 0.1% | ETF |
PFE Pfizer | $434,861 | $158,699 ▼ | -26.7% | 15,671 | 0.1% | Medical |
GD General Dynamics | $433,828 | $39,259 ▼ | -8.3% | 1,536 | 0.1% | Aerospace |
SPGI S&P Global | $431,118 | $6,384 ▲ | 1.5% | 1,013 | 0.1% | Business Services |
ANET Arista Networks | $429,772 | $23,200 ▲ | 5.7% | 1,482 | 0.1% | Computer and Technology |
ASML ASML | $429,467 | $969 ▲ | 0.2% | 443 | 0.1% | Computer and Technology |
APH Amphenol | $428,662 | $15,718 ▲ | 3.8% | 3,709 | 0.1% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $427,318 | $480,339 ▼ | -52.9% | 814 | 0.1% | Finance |
PGR Progressive | $418,428 | $6,826 ▲ | 1.7% | 2,023 | 0.1% | Finance |
WM Waste Management | $414,752 | $8,525 ▲ | 2.1% | 1,946 | 0.1% | Business Services |
SAP SAP | $408,727 | $22,230 ▼ | -5.2% | 2,096 | 0.1% | Computer and Technology |
GE General Electric | $408,589 | $60,551 ▼ | -12.9% | 2,328 | 0.1% | Transportation |
TRV Travelers Companies | $396,617 | $9,438 ▲ | 2.4% | 1,723 | 0.1% | Finance |
DHR Danaher | $393,510 | $22,251 ▲ | 6.0% | 1,574 | 0.1% | Multi-Sector Conglomerates |
MDLZ Mondelez International | $392,094 | $12,464 ▲ | 3.3% | 5,568 | 0.1% | Consumer Staples |
AMP Ameriprise Financial | $386,485 | $24,977 ▲ | 6.9% | 882 | 0.1% | Finance |
PM Philip Morris International | $386,011 | $88,924 ▲ | 29.9% | 4,189 | 0.1% | Consumer Staples |
ITW Illinois Tool Works | $381,599 | $18,878 ▼ | -4.7% | 1,415 | 0.1% | Industrial Products |
ETN Eaton | $379,116 | $94,153 ▼ | -19.9% | 1,212 | 0.1% | Industrial Products |
ADP Automatic Data Processing | $375,899 | $23,855 ▼ | -6.0% | 1,497 | 0.1% | Business Services |
KLAC KLA | $371,872 | $17,475 ▲ | 4.9% | 532 | 0.1% | Computer and Technology |
GROY Gold Royalty | $363,351 | $363,351 ▲ | New Holding | 21,836 | 0.1% | Basic Materials |
UBER Uber Technologies | $362,753 | $1,617 ▲ | 0.4% | 4,712 | 0.1% | Computer and Technology |
ODFL Old Dominion Freight Line | $361,315 | $190,743 ▲ | 111.8% | 1,648 | 0.1% | Transportation |
FAST Fastenal | $359,488 | $26,229 ▲ | 7.9% | 4,660 | 0.1% | Retail/Wholesale |
SPIP SPDR Portfolio TIPS ETF | $356,598 | $131,966 ▼ | -27.0% | 13,919 | 0.1% | ETF |
T AT&T | $349,275 | $76,297 ▼ | -17.9% | 19,845 | 0.1% | Computer and Technology |
PCAR PACCAR | $348,268 | $15,982 ▲ | 4.8% | 2,811 | 0.1% | Auto/Tires/Trucks |
GS The Goldman Sachs Group | $346,824 | $4,596 ▲ | 1.3% | 830 | 0.1% | Finance |
EQIX Equinix | $345,289 | $9,087 ▲ | 2.7% | 418 | 0.1% | Finance |
TJX TJX Companies | $344,343 | $81,040 ▼ | -19.1% | 3,395 | 0.1% | Retail/Wholesale |
JBHT J.B. Hunt Transport Services | $343,274 | $5,379 ▲ | 1.6% | 1,723 | 0.1% | Transportation |
PH Parker-Hannifin | $343,087 | $28,359 ▲ | 9.0% | 617 | 0.1% | Industrial Products |
SNPS Synopsys | $337,771 | $18,860 ▲ | 5.9% | 591 | 0.1% | Computer and Technology |
VGT Vanguard Information Technology ETF | $332,205 | $524 ▲ | 0.2% | 634 | 0.1% | ETF |
BKNG Booking | $330,395 | $3,631 ▲ | 1.1% | 91 | 0.1% | Retail/Wholesale |
UBS UBS Group | $330,283 | $13,794 ▲ | 4.4% | 10,751 | 0.1% | Finance |
RJF Raymond James | $328,861 | $10,953 ▲ | 3.4% | 2,552 | 0.1% | Finance |
CVS CVS Health | $324,576 | $4,068 ▼ | -1.2% | 4,069 | 0.1% | Retail/Wholesale |
RACE Ferrari | $324,437 | $19,187 ▲ | 6.3% | 744 | 0.1% | Auto/Tires/Trucks |
CSX CSX | $322,412 | $3,448 ▼ | -1.1% | 8,697 | 0.1% | Transportation |
NKE NIKE | $320,582 | $22,555 ▼ | -6.6% | 3,397 | 0.1% | Consumer Discretionary |
TD Toronto-Dominion Bank | $316,841 | $9,601 ▼ | -2.9% | 5,247 | 0.1% | Finance |
REGN Regeneron Pharmaceuticals | $311,847 | $12,512 ▲ | 4.2% | 324 | 0.1% | Medical |
CNI Canadian National Railway | $310,678 | $310,678 ▲ | New Holding | 2,359 | 0.1% | Transportation |
SLYV SPDR S&P 600 Small CapValue ETF | $308,231 | $67,288 ▼ | -17.9% | 3,715 | 0.1% | ETF |
AXP American Express | $304,399 | $101,315 ▼ | -25.0% | 1,337 | 0.1% | Finance |
AR Antero Resources | $303,340 | $303,340 ▲ | New Holding | 10,460 | 0.1% | Oils/Energy |
MET MetLife | $302,068 | $3,187 ▼ | -1.0% | 4,076 | 0.1% | Finance |
UL Unilever | $301,773 | $79,596 ▼ | -20.9% | 6,013 | 0.1% | Consumer Staples |
ORLY O'Reilly Automotive | $299,153 | $115,146 ▼ | -27.8% | 265 | 0.1% | Retail/Wholesale |
CB Chubb | $296,892 | $260 ▲ | 0.1% | 1,142 | 0.1% | Finance |
CTAS Cintas | $296,890 | $9,621 ▲ | 3.3% | 432 | 0.1% | Industrial Products |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $295,958 | $94,741 ▼ | -24.2% | 9,053 | 0.1% | ETF |
CPRT Copart | $295,716 | $8,050 ▼ | -2.7% | 5,106 | 0.1% | Business Services |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $293,555 | $19,601 ▼ | -6.3% | 2,546 | 0.1% | ETF |
CDNS Cadence Design Systems | $292,603 | $3,113 ▲ | 1.1% | 940 | 0.1% | Computer and Technology |
GIS General Mills | $290,308 | $15,603 ▲ | 5.7% | 4,149 | 0.1% | Consumer Staples |
BA Boeing | $289,697 | $48,830 ▼ | -14.4% | 1,501 | 0.1% | Aerospace |
CME CME Group | $289,598 | $33,804 ▼ | -10.5% | 1,345 | 0.1% | Finance |
PYPL PayPal | $284,373 | $71,411 ▼ | -20.1% | 4,245 | 0.1% | Computer and Technology |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $282,629 | $262,319 ▼ | -48.1% | 2,811 | 0.1% | ETF |
AIG American International Group | $282,545 | $2,502 ▼ | -0.9% | 3,614 | 0.1% | Finance |
FNV Franco-Nevada | $279,907 | $1,430 ▼ | -0.5% | 2,349 | 0.1% | Basic Materials |
XLK Technology Select Sector SPDR Fund | $279,498 | | 0.0% | 1,342 | 0.1% | ETF |
RRC Range Resources | $279,193 | $36,530 ▲ | 15.1% | 8,109 | 0.1% | Oils/Energy |
IBN ICICI Bank | $274,810 | $6,761 ▼ | -2.4% | 10,406 | 0.1% | Finance |
MMC Marsh & McLennan Companies | $274,659 | $5,769 ▼ | -2.1% | 1,333 | 0.1% | Finance |
EOG EOG Resources | $271,073 | $3,580 ▼ | -1.3% | 2,120 | 0.1% | Oils/Energy |
HLT Hilton Worldwide | $270,477 | $27,944 ▼ | -9.4% | 1,268 | 0.1% | Consumer Discretionary |
DFAS Dimensional U.S. Small Cap ETF | $268,972 | $268,972 ▲ | New Holding | 8,419 | 0.1% | ETF |
RY Royal Bank of Canada | $268,793 | $16,749 ▲ | 6.6% | 2,664 | 0.1% | Finance |
MSI Motorola Solutions | $268,276 | $3,202 ▲ | 1.2% | 754 | 0.1% | Computer and Technology |
JPIB JPMorgan International Bond Opportunities ETF | $261,406 | $64,816 ▼ | -19.9% | 5,489 | 0.1% | ETF |
MLM Martin Marietta Materials | $259,972 | $259,972 ▲ | New Holding | 423 | 0.1% | Construction |
AZN AstraZeneca | $259,618 | $5,352 ▼ | -2.0% | 3,832 | 0.1% | Medical |
SLB Schlumberger | $258,339 | $2,094 ▼ | -0.8% | 4,689 | 0.1% | Oils/Energy |
SOFI SoFi Technologies | $257,511 | $4,088 ▼ | -1.6% | 35,276 | 0.1% | Business Services |
COF Capital One Financial | $256,270 | $1,042 ▲ | 0.4% | 1,721 | 0.1% | Finance |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $255,880 | $255,880 ▲ | New Holding | 2,190 | 0.1% | ETF |
AZO AutoZone | $255,284 | | 0.0% | 81 | 0.1% | Retail/Wholesale |
ZION Zions Bancorporation, National Association | $255,051 | $7,985 ▲ | 3.2% | 5,877 | 0.1% | Finance |
NAD Nuveen Quality Municipal Income Fund | $252,688 | | 0.0% | 21,950 | 0.1% | Financial Services |
SCCO Southern Copper | $251,960 | $1,918 ▲ | 0.8% | 2,365 | 0.1% | Basic Materials |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $250,074 | $7,963 ▼ | -3.1% | 4,271 | 0.1% | ETF |
HSBC HSBC | $249,012 | $5,683 ▲ | 2.3% | 6,091 | 0.1% | Finance |
SO Southern | $248,174 | $14,565 ▼ | -5.5% | 3,459 | 0.1% | Utilities |
ZTS Zoetis | $247,360 | $5,753 ▼ | -2.3% | 1,462 | 0.1% | Medical |
KMB Kimberly-Clark | $246,668 | $16,453 ▲ | 7.1% | 1,889 | 0.1% | Consumer Staples |
ADI Analog Devices | $246,455 | $15,824 ▼ | -6.0% | 1,246 | 0.1% | Computer and Technology |
FERG Ferguson | $245,496 | $17,974 ▲ | 7.9% | 1,120 | 0.1% | Industrial Products |
LPLA LPL Financial | $245,489 | $245,489 ▲ | New Holding | 929 | 0.1% | Finance |
MVF BlackRock MuniVest Fund | $244,251 | | 0.0% | 34,450 | 0.1% | Finance |
LRCX Lam Research | $243,919 | $243,919 ▲ | New Holding | 251 | 0.1% | Computer and Technology |
MYI BlackRock MuniYield Quality Fund III | $243,674 | $48,802 ▼ | -16.7% | 21,141 | 0.1% | Finance |
CHD Church & Dwight | $242,788 | $3,233 ▲ | 1.3% | 2,328 | 0.1% | Consumer Staples |
FANG Diamondback Energy | $241,794 | $241,794 ▲ | New Holding | 1,220 | 0.1% | Oils/Energy |
NEE NextEra Energy | $241,004 | $67,553 ▼ | -21.9% | 3,771 | 0.1% | Utilities |
CTVA Corteva | $240,898 | $240,898 ▲ | New Holding | 4,177 | 0.1% | Consumer Staples |
PANW Palo Alto Networks | $240,381 | $17,901 ▲ | 8.0% | 846 | 0.1% | Computer and Technology |
SMFG Sumitomo Mitsui Financial Group | $240,299 | $15,937 ▲ | 7.1% | 20,416 | 0.1% | Finance |
HROW Harrow | $239,688 | $239,688 ▲ | New Holding | 18,117 | 0.1% | Medical |
ENB Enbridge | $239,542 | $62,083 ▼ | -20.6% | 6,621 | 0.1% | Oils/Energy |
NOBL ProShares S&P 500 Aristocrats ETF | $238,618 | | 0.0% | 2,353 | 0.1% | ETF |
TTWO Take-Two Interactive Software | $238,475 | | 0.0% | 1,606 | 0.1% | Consumer Discretionary |
NZF Nuveen Municipal Credit Income Fund | $238,029 | $70,580 ▲ | 42.2% | 19,385 | 0.1% | Financial Services |
NVG Nuveen AMT-Free Municipal Credit Income Fund | $237,606 | $5,884 ▼ | -2.4% | 19,464 | 0.1% | Financial Services |
DD DuPont de Nemours | $237,008 | $2,990 ▼ | -1.2% | 3,091 | 0.1% | Basic Materials |
VMC Vulcan Materials | $236,270 | $236,270 ▲ | New Holding | 866 | 0.1% | Construction |
VNQ Vanguard Real Estate ETF | $233,789 | $4,757 ▼ | -2.0% | 2,703 | 0.1% | ETF |
CORPAY INC
| $232,639 | $232,639 ▲ | New Holding | 754 | 0.1% | COM SHS |
SBUX Starbucks | $232,459 | $28,326 ▼ | -10.9% | 2,544 | 0.1% | Retail/Wholesale |
PCG PG&E | $232,291 | $537 ▲ | 0.2% | 13,852 | 0.1% | Utilities |
JQUA JPMorgan US Quality Factor ETF | $231,888 | $2,485 ▼ | -1.1% | 4,386 | 0.1% | ETF |
VDE Vanguard Energy ETF | $230,475 | | 0.0% | 1,750 | 0.1% | ETF |
HIG The Hartford Financial Services Group | $229,012 | $229,012 ▲ | New Holding | 2,212 | 0.1% | Finance |
NOC Northrop Grumman | $228,911 | $16,282 ▼ | -6.6% | 478 | 0.1% | Aerospace |
SYK Stryker | $227,516 | $227,516 ▲ | New Holding | 634 | 0.1% | Medical |
NXPI NXP Semiconductors | $227,410 | $227,410 ▲ | New Holding | 914 | 0.1% | Computer and Technology |
ROST Ross Stores | $226,045 | $226,045 ▲ | New Holding | 1,540 | 0.1% | Retail/Wholesale |
CHKP Check Point Software Technologies | $225,678 | $225,678 ▲ | New Holding | 1,376 | 0.1% | Computer and Technology |
SU Suncor Energy | $225,541 | $15,649 ▼ | -6.5% | 6,111 | 0.1% | Oils/Energy |
KKR KKR & Co. Inc. | $225,161 | $225,161 ▲ | New Holding | 2,239 | 0.1% | Finance |
URI United Rentals | $223,890 | $223,890 ▲ | New Holding | 310 | 0.1% | Construction |
JHX James Hardie Industries | $218,835 | $218,835 ▲ | New Holding | 5,409 | 0.1% | Construction |
CHT Chunghwa Telecom | $217,952 | $861 ▼ | -0.4% | 5,569 | 0.1% | Utilities |
ICE Intercontinental Exchange | $215,115 | $1,787 ▼ | -0.8% | 1,565 | 0.1% | Finance |
BP BP | $215,091 | $215,091 ▲ | New Holding | 5,708 | 0.1% | Oils/Energy |
UHS Universal Health Services | $214,636 | $214,636 ▲ | New Holding | 1,176 | 0.1% | Medical |
FDS FactSet Research Systems | $212,971 | $8,174 ▼ | -3.7% | 469 | 0.1% | Business Services |
INFY Infosys | $212,049 | $9,449 ▼ | -4.3% | 11,827 | 0.1% | Computer and Technology |
NVR NVR | $210,599 | $210,599 ▲ | New Holding | 26 | 0.1% | Construction |
ULTA Ulta Beauty | $210,479 | $210,479 ▲ | New Holding | 403 | 0.1% | Retail/Wholesale |
VT Vanguard Total World Stock ETF | $208,367 | $208,367 ▲ | New Holding | 1,886 | 0.1% | ETF |
TGT Target | $205,723 | $54,930 ▼ | -21.1% | 1,161 | 0.1% | Retail/Wholesale |
OKE ONEOK | $205,249 | $205,249 ▲ | New Holding | 2,560 | 0.1% | Oils/Energy |
RELX Relx | $204,879 | $204,879 ▲ | New Holding | 4,733 | 0.1% | Computer and Technology |
IGV iShares Expanded Tech-Software Sector ETF | $202,516 | $202,516 ▲ | New Holding | 2,375 | 0.1% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $200,552 | $47,456 ▼ | -19.1% | 2,299 | 0.1% | ETF |
DB Deutsche Bank Aktiengesellschaft | $189,614 | $14,729 ▲ | 8.4% | 12,024 | 0.1% | Finance |
ING ING Groep | $179,591 | $5,508 ▲ | 3.2% | 10,891 | 0.1% | Finance |
NEA Nuveen AMT-Free Quality Municipal Income Fund | $178,653 | $17,015 ▼ | -8.7% | 16,065 | 0.1% | Financial Services |
ASX ASE Technology | $170,264 | $17,891 ▼ | -9.5% | 15,493 | 0.0% | Computer and Technology |
F Ford Motor | $158,692 | $5,485 ▲ | 3.6% | 11,950 | 0.0% | Auto/Tires/Trucks |
MQT BlackRock MuniYield Quality Fund II | $150,941 | | 0.0% | 14,295 | 0.0% | Finance |
KLIP KraneShares China Internet and Covered Call Strategy ETF | $145,500 | $145,500 ▲ | New Holding | 10,000 | 0.0% | ETF |
JFR Nuveen Floating Rate Income Fund | $136,167 | $573 ▼ | -0.4% | 15,446 | 0.0% | Financial Services |
MUE BlackRock MuniHoldings Quality Fund II | $135,379 | | 0.0% | 13,240 | 0.0% | Financial Services |
MMU Western Asset Managed Municipals Fund | $128,491 | | 0.0% | 12,232 | 0.0% | Finance |
MCBC Macatawa Bank | $123,444 | $8,322 ▲ | 7.2% | 12,609 | 0.0% | Finance |
UMC United Microelectronics | $121,708 | $13,964 ▼ | -10.3% | 15,044 | 0.0% | Computer and Technology |
HOPE Hope Bancorp | $116,394 | $116,394 ▲ | New Holding | 10,112 | 0.0% | Finance |
MFM MFS Municipal Income Trust | $115,992 | | 0.0% | 21,600 | 0.0% | Finance |
CMU MFS High Yield Municipal Trust | $113,220 | | 0.0% | 34,000 | 0.0% | Finance |
WIT Wipro | $104,361 | $12,339 ▼ | -10.6% | 18,150 | 0.0% | Computer and Technology |
ICL ICL Group | $101,428 | $6,278 ▲ | 6.6% | 18,853 | 0.0% | Basic Materials |
LYG Lloyds Banking Group | $97,269 | $6,019 ▼ | -5.8% | 37,556 | 0.0% | Finance |
KEP Korea Electric Power | $88,773 | $8,880 ▼ | -9.1% | 10,657 | 0.0% | Utilities |
ENIC Enel Chile | $87,057 | $3,386 ▲ | 4.0% | 28,543 | 0.0% | Utilities |
CXE MFS High Income Municipal Trust | $85,124 | $67,562 ▼ | -44.2% | 23,450 | 0.0% | Finance |
NMR Nomura | $80,546 | $4,719 ▼ | -5.5% | 12,546 | 0.0% | Finance |
PCT PureCycle Technologies | $77,750 | $77,750 ▲ | New Holding | 12,500 | 0.0% | Business Services |
SIRI Sirius XM | $76,104 | $1,568 ▲ | 2.1% | 19,614 | 0.0% | Consumer Discretionary |
NOK Nokia Oyj | $48,155 | $48,155 ▲ | New Holding | 13,603 | 0.0% | Computer and Technology |
BBD Banco Bradesco | $45,726 | $1,300 ▼ | -2.8% | 15,967 | 0.0% | Finance |
SOPA Society Pass | $6,997 | | 0.0% | 44,850 | 0.0% | Business Services |
CNC Centene | $0 | $593,132 ▼ | -100.0% | 0 | 0.0% | Medical |
COIN Coinbase Global | $0 | $436,539 ▼ | -100.0% | 0 | 0.0% | Finance |
SWAV Shockwave Medical | $0 | $415,611 ▼ | -100.0% | 0 | 0.0% | Medical |
EEM iShares MSCI Emerging Markets ETF | $0 | $341,446 ▼ | -100.0% | 0 | 0.0% | Finance |
GIL Gildan Activewear | $0 | $337,286 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
EMC EMC | $0 | $278,604 ▼ | -100.0% | 0 | 0.0% | |
GLD SPDR Gold Shares | $0 | $268,594 ▼ | -100.0% | 0 | 0.0% | Finance |
LAND Gladstone Land | $0 | $260,914 ▼ | -100.0% | 0 | 0.0% | Finance |
DFAC Dimensional U.S. Core Equity 2 ETF | $0 | $244,651 ▼ | -100.0% | 0 | 0.0% | ETF |
ELD WisdomTree Emerging Markets Local Debt Fund | $0 | $241,137 ▼ | -100.0% | 0 | 0.0% | Finance |
WMB Williams Companies | $0 | $236,708 ▼ | -100.0% | 0 | 0.0% | Oils/Energy |
NVS Novartis | $0 | $231,589 ▼ | -100.0% | 0 | 0.0% | Medical |
HUM Humana | $0 | $218,923 ▼ | -100.0% | 0 | 0.0% | Medical |
ROK Rockwell Automation | $0 | $217,461 ▼ | -100.0% | 0 | 0.0% | Industrial Products |
SONY Sony Group | $0 | $215,903 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
GSK GSK | $0 | $214,293 ▼ | -100.0% | 0 | 0.0% | Medical |
ECL Ecolab | $0 | $211,192 ▼ | -100.0% | 0 | 0.0% | Basic Materials |
BDX Becton, Dickinson and Company | $0 | $210,458 ▼ | -100.0% | 0 | 0.0% | Medical |
AFL Aflac | $0 | $205,562 ▼ | -100.0% | 0 | 0.0% | Finance |
HOOD Robinhood Markets | $0 | $182,972 ▼ | -100.0% | 0 | 0.0% | Finance |
HPE Hewlett Packard Enterprise | $0 | $175,220 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
MUI BlackRock Municipal Income Fund | $0 | $130,530 ▼ | -100.0% | 0 | 0.0% | Financial Services |
WBD Warner Bros. Discovery | $0 | $125,510 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
VKI Invesco Advantage Municipal Income Trust II | $0 | $104,706 ▼ | -100.0% | 0 | 0.0% | Finance |
OWLT Owlet | $0 | $79,211 ▼ | -100.0% | 0 | 0.0% | Business Services |
LPL LG Display | $0 | $64,540 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
LUMN Lumen Technologies | $0 | $19,141 ▼ | -100.0% | 0 | 0.0% | Business Services |
