QQQ Invesco QQQ | $68,902,779 | $1,962,613 ▼ | -2.8% | 114,767 | 9.2% | Finance |
SPY SPDR S&P 500 ETF Trust | $56,160,261 | $6,746,399 ▼ | -10.7% | 84,302 | 7.5% | Finance |
SCHX Schwab US Large-Cap ETF | $42,130,119 | $3,859,811 ▼ | -8.4% | 1,599,473 | 5.6% | ETF |
AAPL Apple | $34,445,090 | $79,445 ▲ | 0.2% | 135,275 | 4.6% | Computer and Technology |
MSFT Microsoft | $27,801,566 | $174,032 ▲ | 0.6% | 53,676 | 3.7% | Computer and Technology |
IWV iShares Russell 3000 ETF | $26,975,904 | $214,479 ▼ | -0.8% | 71,188 | 3.6% | ETF |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $17,944,935 | $15,804,204 ▲ | 738.3% | 303,124 | 2.4% | ETF |
NVDA NVIDIA | $17,546,802 | $593,140 ▲ | 3.5% | 94,044 | 2.4% | Computer and Technology |
GOOGL Alphabet | $15,506,003 | $53,482 ▲ | 0.3% | 63,784 | 2.1% | Computer and Technology |
JPM JPMorgan Chase & Co. | $15,321,698 | $182,319 ▲ | 1.2% | 48,574 | 2.1% | Finance |
DBEF Xtrackers MSCI EAFE Hedged Equity ETF | $15,045,473 | $2,509,745 ▼ | -14.3% | 324,116 | 2.0% | ETF |
BRK.B Berkshire Hathaway | $14,492,486 | $2,496,607 ▲ | 20.8% | 28,827 | 1.9% | Finance |
PVAL Putnam Focused Large Cap Value ETF | $14,421,546 | $2,588,020 ▲ | 21.9% | 337,583 | 1.9% | ETF |
DFIV Dimensional International Value ETF | $14,105,400 | $5,239,098 ▲ | 59.1% | 305,841 | 1.9% | ETF |
CME CME Group | $12,953,374 | $73,761 ▼ | -0.6% | 47,942 | 1.7% | Finance |
PULS PGIM Ultra Short Bond ETF | $11,903,158 | $3,078,950 ▲ | 34.9% | 238,875 | 1.6% | ETF |
BX Blackstone | $11,020,433 | $37,587 ▲ | 0.3% | 64,504 | 1.5% | Finance |
IJR iShares Core S&P Small-Cap ETF | $10,167,963 | $1,416,459 ▼ | -12.2% | 85,567 | 1.4% | ETF |
IVV iShares Core S&P 500 ETF | $9,371,602 | $3,078,132 ▲ | 48.9% | 14,002 | 1.3% | ETF |
CBOE Cboe Global Markets | $9,160,960 | $2,231,749 ▲ | 32.2% | 37,354 | 1.2% | Financial Services |
VOO Vanguard S&P 500 ETF | $8,810,264 | $465,406 ▼ | -5.0% | 14,387 | 1.2% | ETF |
SCHB Schwab US Broad Market ETF | $8,278,852 | $604,699 ▼ | -6.8% | 322,009 | 1.1% | ETF |
AMZN Amazon.com | $7,913,858 | $279,289 ▲ | 3.7% | 36,043 | 1.1% | Retail/Wholesale |
IWF iShares Russell 1000 Growth ETF | $7,236,816 | $46,840 ▼ | -0.6% | 15,450 | 1.0% | ETF |
VYM Vanguard High Dividend Yield ETF | $6,571,642 | $128,405 ▲ | 2.0% | 46,624 | 0.9% | ETF |
FWD AB Disruptors ETF | $6,506,238 | $871,148 ▲ | 15.5% | 64,297 | 0.9% | ETF |
BLACKROCK INC
| $6,039,642 | $9,328 ▼ | -0.2% | 5,180 | 0.8% | COM |
BTHM BlackRock Future U.S. Themes ETF | $5,938,566 | $5,673,016 ▲ | 2,136.3% | 156,856 | 0.8% | ETF |
DFUV Dimensional US Marketwide Value ETF | $5,408,149 | $1,179,858 ▼ | -17.9% | 121,015 | 0.7% | ETF |
BAC Bank of America | $5,175,011 | $81,409 ▲ | 1.6% | 100,310 | 0.7% | Finance |
SCHV Schwab U.S. Large-Cap Value ETF | $4,824,958 | $24,569 ▼ | -0.5% | 165,749 | 0.6% | ETF |
RYAN Ryan Specialty | $4,657,873 | $52,584 ▲ | 1.1% | 82,645 | 0.6% | Finance |
IVW iShares S&P 500 Growth ETF | $4,621,485 | $3,612,636 ▲ | 358.1% | 38,283 | 0.6% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $4,495,584 | $52,652 ▼ | -1.2% | 140,883 | 0.6% | ETF |
PALANTIR TECHNOLOGIES INC
| $4,453,967 | $10,216 ▲ | 0.2% | 24,416 | 0.6% | CL A |
JCPB JPMorgan Core Plus Bond ETF | $4,327,112 | $2,640,508 ▲ | 156.6% | 91,001 | 0.6% | ETF |
ABBV AbbVie | $4,323,488 | $356,335 ▼ | -7.6% | 18,673 | 0.6% | Medical |
BINC iShares Flexible Income Active ETF | $4,277,961 | $636,115 ▲ | 17.5% | 80,352 | 0.6% | ETF |
CSCO Cisco Systems | $4,275,171 | $79,094 ▲ | 1.9% | 62,484 | 0.6% | Computer and Technology |
HDV iShares Core High Dividend ETF | $4,243,656 | $428,455 ▼ | -9.2% | 34,656 | 0.6% | ETF |
VTI Vanguard Total Stock Market ETF | $4,223,236 | $55,461 ▼ | -1.3% | 12,869 | 0.6% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $4,096,778 | $3,399,102 ▲ | 487.2% | 21,063 | 0.5% | ETF |
JNJ Johnson & Johnson | $3,925,327 | $32,819 ▲ | 0.8% | 21,170 | 0.5% | Medical |
SCHA Schwab US Small-Cap ETF | $3,903,647 | $165,781 ▼ | -4.1% | 139,916 | 0.5% | ETF |
VIG Vanguard Dividend Appreciation ETF | $3,883,298 | $77,252 ▼ | -2.0% | 17,996 | 0.5% | ETF |
VUG Vanguard Growth ETF | $3,758,084 | $1,918 ▲ | 0.1% | 7,836 | 0.5% | ETF |
XLV Health Care Select Sector SPDR Fund | $3,730,548 | $1,186,828 ▼ | -24.1% | 26,806 | 0.5% | ETF |
XOM Exxon Mobil | $3,526,803 | $9,922 ▼ | -0.3% | 31,280 | 0.5% | Energy |
IJH iShares Core S&P Mid-Cap ETF | $3,468,399 | $328,195 ▼ | -8.6% | 53,147 | 0.5% | ETF |
ABT Abbott Laboratories | $3,366,013 | $334,177 ▼ | -9.0% | 25,131 | 0.5% | Medical |
OSEA Harbor International Compounders ETF | $3,303,121 | $25,312 ▼ | -0.8% | 111,705 | 0.4% | ETF |
GOOG Alphabet | $3,235,021 | $608,621 ▼ | -15.8% | 13,283 | 0.4% | Computer and Technology |
DE Deere & Company | $3,018,115 | $3,201 ▲ | 0.1% | 6,600 | 0.4% | Industrials |
SCHF Schwab International Equity ETF | $3,016,098 | $14,736 ▲ | 0.5% | 129,557 | 0.4% | ETF |
BITWISE BITCOIN ETF TR
| $2,946,677 | $281,608 ▼ | -8.7% | 47,359 | 0.4% | SHS BEN INT |
VTHR Vanguard Russell 3000 ETF | $2,825,209 | $79,762 ▼ | -2.7% | 9,599 | 0.4% | ETF |
FNDE Schwab Fundamental Emerging Markets Equity ETF | $2,497,195 | $1,800,396 ▲ | 258.4% | 69,060 | 0.3% | ETF |
IDMO Invesco S&P International Developed Momentum ETF | $2,387,206 | $293,326 ▲ | 14.0% | 44,216 | 0.3% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $2,348,649 | $236,660 ▼ | -9.2% | 70,382 | 0.3% | ETF |
VFLO VictoryShares Free Cash Flow ETF | $2,311,781 | $961,695 ▼ | -29.4% | 61,647 | 0.3% | ETF |
GD General Dynamics | $2,310,599 | $42,625 ▲ | 1.9% | 6,776 | 0.3% | Aerospace |
EFA iShares MSCI EAFE ETF | $2,287,579 | $76,377 ▲ | 3.5% | 24,500 | 0.3% | Finance |
BXSL Blackstone Secured Lending Fund | $2,286,592 | $2,562,725 ▼ | -52.8% | 87,710 | 0.3% | Finance |
EFG iShares MSCI EAFE Growth ETF | $2,276,168 | $331,170 ▼ | -12.7% | 19,987 | 0.3% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $2,253,981 | $805,913 ▼ | -26.3% | 32,924 | 0.3% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $2,205,696 | $20,002 ▼ | -0.9% | 18,305 | 0.3% | ETF |
VONV Vanguard Russell 1000 Value ETF | $2,169,368 | | 0.0% | 24,274 | 0.3% | ETF |
MCD McDonald's | $2,007,815 | $19,449 ▲ | 1.0% | 6,607 | 0.3% | Retail/Wholesale |
DIA SPDR Dow Jones Industrial Average ETF Trust | $2,001,410 | $4,637 ▲ | 0.2% | 4,316 | 0.3% | Finance |
VB Vanguard Small-Cap ETF | $1,972,632 | $264,950 ▼ | -11.8% | 7,758 | 0.3% | ETF |
PG Procter & Gamble | $1,858,714 | $6,453 ▼ | -0.3% | 12,097 | 0.2% | Consumer Staples |
SCHC Schwab International Small-Cap Equity ETF | $1,846,766 | $369,817 ▼ | -16.7% | 40,579 | 0.2% | ETF |
IYR iShares U.S. Real Estate ETF | $1,789,286 | $301,822 ▼ | -14.4% | 18,431 | 0.2% | ETF |
MA Mastercard | $1,764,279 | $1,135,804 ▲ | 180.7% | 3,102 | 0.2% | Business Services |
VGT Vanguard Information Technology ETF | $1,738,672 | $747 ▲ | 0.0% | 2,329 | 0.2% | ETF |
META Meta Platforms | $1,721,479 | $152,759 ▲ | 9.7% | 2,344 | 0.2% | Computer and Technology |
IEFA iShares Core MSCI EAFE ETF | $1,719,239 | $3,842 ▼ | -0.2% | 19,691 | 0.2% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $1,681,577 | $170,482 ▼ | -9.2% | 2,821 | 0.2% | ETF |
RTX RTX | $1,679,554 | $3,681 ▲ | 0.2% | 10,037 | 0.2% | Aerospace |
SCHD Schwab US Dividend Equity ETF | $1,679,448 | $120,939 ▼ | -6.7% | 61,518 | 0.2% | ETF |
BLACKROCK ETF TRUST
| $1,659,220 | $1,659,220 ▲ | New Holding | 48,572 | 0.2% | ISHARES A I INNO |
SCHM Schwab U.S. Mid-Cap ETF | $1,658,431 | $58,599 ▼ | -3.4% | 55,952 | 0.2% | ETF |
VTV Vanguard Value ETF | $1,598,389 | $23,125 ▼ | -1.4% | 8,571 | 0.2% | ETF |
SCHW Charles Schwab | $1,592,367 | $14,989 ▲ | 1.0% | 16,679 | 0.2% | Finance |
WMT Walmart | $1,575,688 | $50,603 ▲ | 3.3% | 15,289 | 0.2% | Retail/Wholesale |
CVX Chevron | $1,563,833 | $8,075 ▼ | -0.5% | 10,070 | 0.2% | Energy |
VHT Vanguard Health Care ETF | $1,418,400 | $109,547 ▼ | -7.2% | 5,464 | 0.2% | ETF |
SCHY Schwab International Dividend Equity ETF | $1,325,262 | $52,751 ▲ | 4.1% | 47,432 | 0.2% | ETF |
HEI Heico | $1,324,496 | $24,856 ▲ | 1.9% | 4,103 | 0.2% | Aerospace |
FI Fiserv | $1,320,759 | $14,053 ▲ | 1.1% | 10,244 | 0.2% | Business Services |
CRM Salesforce | $1,277,263 | $112,107 ▼ | -8.1% | 5,389 | 0.2% | Computer and Technology |
VGSH Vanguard Short-Term Treasury ETF | $1,256,439 | $250,464 ▼ | -16.6% | 21,350 | 0.2% | ETF |
DVY iShares Select Dividend ETF | $1,211,216 | $30,692 ▼ | -2.5% | 8,524 | 0.2% | ETF |
GS The Goldman Sachs Group | $1,189,651 | $23,889 ▲ | 2.0% | 1,494 | 0.2% | Finance |
GLD SPDR Gold Shares | $1,167,364 | | 0.0% | 3,284 | 0.2% | Finance |
IJK iShares S&P Mid-Cap 400 Growth ETF | $1,158,325 | $767 ▲ | 0.1% | 12,080 | 0.2% | ETF |
AXP American Express | $1,128,101 | $332 ▼ | 0.0% | 3,396 | 0.2% | Finance |
CMCSA Comcast | $1,109,507 | $628,685 ▼ | -36.2% | 35,312 | 0.1% | Consumer Discretionary |
SPLG SPDR Portfolio S&P 500 ETF | $1,086,103 | $2,272 ▲ | 0.2% | 13,864 | 0.1% | ETF |
COST Costco Wholesale | $1,085,462 | $70,328 ▲ | 6.9% | 1,173 | 0.1% | Retail/Wholesale |
