QQQ Invesco QQQ | $65,113,577 | $665,280 ▼ | -1.0% | 118,036 | 9.8% | Finance |
SPY SPDR S&P 500 ETF Trust | $58,342,950 | $886,615 ▼ | -1.5% | 94,429 | 8.8% | Finance |
SCHX Schwab US Large-Cap ETF | $42,672,513 | $1,607,957 ▼ | -3.6% | 1,746,011 | 6.4% | ETF |
AAPL Apple | $27,690,387 | $84,530 ▼ | -0.3% | 134,963 | 4.2% | Computer and Technology |
MSFT Microsoft | $26,532,096 | | 0.0% | 53,340 | 4.0% | Computer and Technology |
IWV iShares Russell 3000 ETF | $25,185,809 | $232,363 ▼ | -0.9% | 71,754 | 3.8% | ETF |
DBEF Xtrackers MSCI EAFE Hedged Equity ETF | $16,545,468 | $159,294 ▲ | 1.0% | 378,182 | 2.5% | ETF |
NVDA NVIDIA | $14,355,816 | $196,856 ▲ | 1.4% | 90,865 | 2.2% | Computer and Technology |
JPM JPMorgan Chase & Co. | $13,914,635 | $136,549 ▲ | 1.0% | 47,996 | 2.1% | Finance |
CME CME Group | $13,288,907 | $550,133 ▼ | -4.0% | 48,215 | 2.0% | Finance |
BRK.B Berkshire Hathaway | $11,590,958 | $1,400,961 ▲ | 13.7% | 23,861 | 1.7% | Finance |
GOOGL Alphabet | $11,201,965 | $34,189 ▲ | 0.3% | 63,564 | 1.7% | Computer and Technology |
PVAL Putnam Focused Large Cap Value ETF | $11,143,771 | $3,596,314 ▲ | 47.6% | 277,002 | 1.7% | ETF |
IJR iShares Core S&P Small-Cap ETF | $10,654,409 | $1,761,436 ▼ | -14.2% | 97,487 | 1.6% | ETF |
BX Blackstone | $9,615,656 | $184,583 ▲ | 2.0% | 64,284 | 1.4% | Finance |
PULS PGIM Ultra Short Bond ETF | $8,811,803 | $44,734 ▲ | 0.5% | 177,086 | 1.3% | ETF |
VOO Vanguard S&P 500 ETF | $8,603,773 | $6,248 ▼ | -0.1% | 15,147 | 1.3% | ETF |
SCHB Schwab US Broad Market ETF | $8,233,963 | $120,079 ▼ | -1.4% | 345,529 | 1.2% | ETF |
DFIV Dimensional International Value ETF | $8,233,805 | $6,405,736 ▲ | 350.4% | 192,244 | 1.2% | ETF |
AMZN Amazon.com | $7,628,307 | $691,727 ▲ | 10.0% | 34,771 | 1.1% | Retail/Wholesale |
IWF iShares Russell 1000 Growth ETF | $6,602,215 | $5,095 ▲ | 0.1% | 15,550 | 1.0% | ETF |
CBOE Cboe Global Markets | $6,589,008 | $1,399,237 ▼ | -17.5% | 28,254 | 1.0% | Financial Services |
DFUV Dimensional US Marketwide Value ETF | $6,232,742 | $1,694,665 ▼ | -21.4% | 147,416 | 0.9% | ETF |
VYM Vanguard High Dividend Yield ETF | $6,093,949 | $7,865 ▼ | -0.1% | 45,713 | 0.9% | ETF |
IVV iShares Core S&P 500 ETF | $5,838,410 | $4,114,145 ▲ | 238.6% | 9,403 | 0.9% | ETF |
BXSL Blackstone Secured Lending Fund | $5,719,868 | $329,824 ▼ | -5.5% | 186,012 | 0.9% | Finance |
RYAN Ryan Specialty | $5,555,599 | $101,985 ▼ | -1.8% | 81,712 | 0.8% | Finance |
BLACKROCK INC
| $5,443,499 | $17,837 ▲ | 0.3% | 5,188 | 0.8% | COM |
FWD AB Disruptors ETF | $4,996,304 | $1,640,612 ▲ | 48.9% | 55,688 | 0.8% | ETF |
XLV Health Care Select Sector SPDR Fund | $4,762,613 | $1,150,823 ▼ | -19.5% | 35,334 | 0.7% | ETF |
BAC Bank of America | $4,671,987 | $334,410 ▲ | 7.7% | 98,732 | 0.7% | Finance |
SCHV Schwab U.S. Large-Cap Value ETF | $4,609,630 | $22,385 ▼ | -0.5% | 166,593 | 0.7% | ETF |
HDV iShares Core High Dividend ETF | $4,470,596 | $90,338 ▼ | -2.0% | 38,155 | 0.7% | ETF |
CSCO Cisco Systems | $4,254,954 | $182,123 ▲ | 4.5% | 61,328 | 0.6% | Computer and Technology |
SCHG Schwab U.S. Large-Cap Growth ETF | $4,163,378 | $106,324 ▼ | -2.5% | 142,533 | 0.6% | ETF |
VTI Vanguard Total Stock Market ETF | $3,962,588 | $50,148 ▼ | -1.2% | 13,038 | 0.6% | ETF |
ABT Abbott Laboratories | $3,757,352 | $155,865 ▼ | -4.0% | 27,626 | 0.6% | Medical |
VIG Vanguard Dividend Appreciation ETF | $3,756,511 | | 0.0% | 18,354 | 0.6% | ETF |
ABBV AbbVie | $3,751,689 | $97,263 ▲ | 2.7% | 20,212 | 0.6% | Medical |
SCHA Schwab US Small-Cap ETF | $3,690,219 | $207,587 ▼ | -5.3% | 145,858 | 0.6% | ETF |
BINC iShares Flexible Income Active ETF | $3,614,476 | $511,281 ▲ | 16.5% | 68,404 | 0.5% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $3,608,057 | $827,094 ▲ | 29.7% | 58,176 | 0.5% | ETF |
VUG Vanguard Growth ETF | $3,433,587 | $1,154,320 ▲ | 50.6% | 7,832 | 0.5% | ETF |
XOM Exxon Mobil | $3,381,452 | $126,125 ▼ | -3.6% | 31,368 | 0.5% | Energy |
DE Deere & Company | $3,352,332 | $5,085 ▲ | 0.2% | 6,593 | 0.5% | Industrials |
PALANTIR TECHNOLOGIES INC
| $3,320,756 | $184,714 ▼ | -5.3% | 24,360 | 0.5% | CL A |
OSEA Harbor International Compounders ETF | $3,294,656 | $817,861 ▲ | 33.0% | 112,561 | 0.5% | ETF |
JNJ Johnson & Johnson | $3,206,665 | $40,479 ▲ | 1.3% | 20,993 | 0.5% | Medical |
VFLO VictoryShares Free Cash Flow ETF | $3,085,788 | $931,301 ▲ | 43.2% | 87,292 | 0.5% | ETF |
BITWISE BITCOIN ETF TR
| $3,039,943 | $128,019 ▼ | -4.0% | 51,885 | 0.5% | SHS BEN INT |
SCHF Schwab International Equity ETF | $2,849,218 | $13,039 ▲ | 0.5% | 128,924 | 0.4% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $2,847,581 | $284,083 ▲ | 11.1% | 44,696 | 0.4% | ETF |
GOOG Alphabet | $2,799,657 | $39,914 ▼ | -1.4% | 15,782 | 0.4% | Computer and Technology |
VTHR Vanguard Russell 3000 ETF | $2,692,086 | $4,637 ▼ | -0.2% | 9,870 | 0.4% | ETF |
EFG iShares MSCI EAFE Growth ETF | $2,564,279 | $237,556 ▼ | -8.5% | 22,895 | 0.4% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $2,335,080 | $375,667 ▼ | -13.9% | 77,474 | 0.4% | ETF |
EFA iShares MSCI EAFE ETF | $2,116,913 | $77,411 ▲ | 3.8% | 23,682 | 0.3% | Finance |
VB Vanguard Small-Cap ETF | $2,085,340 | $75,831 ▼ | -3.5% | 8,800 | 0.3% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $2,074,352 | $388,081 ▼ | -15.8% | 48,705 | 0.3% | ETF |
VONV Vanguard Russell 1000 Value ETF | $2,068,388 | | 0.0% | 24,274 | 0.3% | ETF |
IYR iShares U.S. Real Estate ETF | $2,041,360 | $256,449 ▼ | -11.2% | 21,540 | 0.3% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $2,017,078 | $1,966 ▲ | 0.1% | 18,471 | 0.3% | ETF |
IDMO Invesco S&P International Developed Momentum ETF | $1,987,244 | $1,127,743 ▲ | 131.2% | 38,783 | 0.3% | ETF |
CMCSA Comcast | $1,974,409 | $144,295 ▼ | -6.8% | 55,321 | 0.3% | Consumer Discretionary |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $1,969,317 | $1,194,356 ▲ | 154.1% | 36,161 | 0.3% | ETF |
GD General Dynamics | $1,939,770 | $17,207 ▲ | 0.9% | 6,651 | 0.3% | Aerospace |
PG Procter & Gamble | $1,934,008 | $1,115 ▲ | 0.1% | 12,139 | 0.3% | Consumer Staples |
MCD McDonald's | $1,911,609 | $99,335 ▼ | -4.9% | 6,543 | 0.3% | Retail/Wholesale |
DIA SPDR Dow Jones Industrial Average ETF Trust | $1,897,325 | $3,966 ▲ | 0.2% | 4,306 | 0.3% | Finance |
MDY SPDR S&P MidCap 400 ETF Trust | $1,760,001 | $2,266 ▲ | 0.1% | 3,107 | 0.3% | ETF |
SCHD Schwab US Dividend Equity ETF | $1,747,615 | $23,187 ▲ | 1.3% | 65,948 | 0.3% | ETF |
FI Fiserv | $1,747,376 | $690 ▲ | 0.0% | 10,135 | 0.3% | Business Services |
JCPB JPMorgan Core Plus Bond ETF | $1,669,242 | $327,213 ▲ | 24.4% | 35,470 | 0.3% | ETF |
IEFA iShares Core MSCI EAFE ETF | $1,647,495 | $1,307,811 ▲ | 385.0% | 19,735 | 0.2% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $1,624,909 | $7,097 ▼ | -0.4% | 57,929 | 0.2% | ETF |
CRM Salesforce | $1,598,516 | $49,357 ▼ | -3.0% | 5,862 | 0.2% | Computer and Technology |
META Meta Platforms | $1,576,346 | $38,375 ▼ | -2.4% | 2,136 | 0.2% | Computer and Technology |
XLE Energy Select Sector SPDR Fund | $1,574,899 | $798,220 ▼ | -33.6% | 18,570 | 0.2% | ETF |
VGT Vanguard Information Technology ETF | $1,544,298 | $3,317 ▼ | -0.2% | 2,328 | 0.2% | ETF |
VTV Vanguard Value ETF | $1,536,690 | | 0.0% | 8,695 | 0.2% | ETF |
SCHW Charles Schwab | $1,507,501 | $24,635 ▲ | 1.7% | 16,522 | 0.2% | Finance |
VGSH Vanguard Short-Term Treasury ETF | $1,505,113 | $288,726 ▼ | -16.1% | 25,606 | 0.2% | ETF |
RTX RTX | $1,462,335 | $9,637 ▼ | -0.7% | 10,015 | 0.2% | Aerospace |
VHT Vanguard Health Care ETF | $1,461,699 | $210,836 ▼ | -12.6% | 5,886 | 0.2% | ETF |
CVX Chevron | $1,449,421 | $28,925 ▲ | 2.0% | 10,122 | 0.2% | Energy |
WMT Walmart | $1,446,922 | $403,824 ▲ | 38.7% | 14,798 | 0.2% | Retail/Wholesale |
HEI Heico | $1,320,493 | $93,806 ▼ | -6.6% | 4,026 | 0.2% | Aerospace |
SCHY Schwab International Dividend Equity ETF | $1,245,633 | $10,913 ▼ | -0.9% | 45,544 | 0.2% | ETF |
DVY iShares Select Dividend ETF | $1,160,753 | $19,656 ▲ | 1.7% | 8,740 | 0.2% | ETF |
USFR WisdomTree Floating Rate Treasury Fund | $1,153,002 | $200,284 ▼ | -14.8% | 22,918 | 0.2% | Finance |
NEAR iShares Short Duration Bond Active ETF | $1,113,064 | $56,159 ▲ | 5.3% | 21,782 | 0.2% | ETF |
IWD iShares Russell 1000 Value ETF | $1,109,482 | $48,365 ▲ | 4.6% | 5,712 | 0.2% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $1,098,271 | $1,718,004 ▼ | -61.0% | 12,072 | 0.2% | ETF |
COST Costco Wholesale | $1,085,790 | $39,591 ▲ | 3.8% | 1,097 | 0.2% | Retail/Wholesale |
AXP American Express | $1,083,546 | $73,363 ▲ | 7.3% | 3,397 | 0.2% | Finance |
MLPX Global X MLP & Energy Infrastructure ETF | $1,049,105 | $44,425 ▲ | 4.4% | 16,743 | 0.2% | ETF |
GS The Goldman Sachs Group | $1,036,037 | $26,892 ▲ | 2.7% | 1,464 | 0.2% | Finance |
SPLG SPDR Portfolio S&P 500 ETF | $1,005,677 | $4,216 ▲ | 0.4% | 13,835 | 0.2% | ETF |
GLD SPDR Gold Shares | $1,001,062 | $6,097 ▲ | 0.6% | 3,284 | 0.2% | Finance |
GRAYSCALE BITCOIN TRUST ETF
| $983,774 | $4,835 ▲ | 0.5% | 11,597 | 0.1% | SHS REP COM UT |
