MSFT Microsoft | $27,230,518 | $240,251 ▲ | 0.9% | 72,539 | 4.4% | Computer and Technology |
VGT Vanguard Information Technology ETF | $20,287,045 | $1,177,499 ▲ | 6.2% | 37,404 | 3.3% | ETF |
AMZN Amazon.com | $18,918,503 | $226,600 ▼ | -1.2% | 99,435 | 3.1% | Retail/Wholesale |
GOOGL Alphabet | $18,248,448 | $199,950 ▼ | -1.1% | 118,006 | 3.0% | Computer and Technology |
BRK.B Berkshire Hathaway | $16,678,922 | $155,514 ▼ | -0.9% | 31,317 | 2.7% | Finance |
DDWM WisdomTree Dynamic International Equity Fund | $16,677,525 | $104,263 ▼ | -0.6% | 453,317 | 2.7% | Finance |
VFH Vanguard Financials ETF | $11,957,327 | $253,994 ▲ | 2.2% | 100,086 | 1.9% | ETF |
BlackRock Inc
| $11,778,061 | $181,725 ▼ | -1.5% | 12,444 | 1.9% | COM |
HEFA iShares Currency Hedged MSCI EAFE ETF | $11,219,738 | $117,217 ▲ | 1.1% | 309,169 | 1.8% | ETF |
CRM Salesforce | $10,707,832 | $178,728 ▼ | -1.6% | 39,901 | 1.7% | Computer and Technology |
MDY SPDR S&P MidCap 400 ETF Trust | $10,686,138 | $124,834 ▼ | -1.2% | 20,031 | 1.7% | ETF |
VHT Vanguard Health Care ETF | $10,682,208 | $1,254,831 ▲ | 13.3% | 40,351 | 1.7% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $10,538,699 | $897,904 ▲ | 9.3% | 205,914 | 1.7% | ETF |
IJR iShares Core S&P Small-Cap ETF | $9,562,108 | $307,959 ▼ | -3.1% | 91,442 | 1.6% | ETF |
NOW ServiceNow | $9,154,018 | $121,809 ▼ | -1.3% | 11,498 | 1.5% | Computer and Technology |
KLAC KLA | $8,883,626 | $115,566 ▼ | -1.3% | 13,068 | 1.4% | Computer and Technology |
VIS Vanguard Industrials ETF | $8,563,992 | $667,642 ▲ | 8.5% | 34,595 | 1.4% | ETF |
VCR Vanguard Consumer Discretionary ETF | $8,368,976 | $321,283 ▲ | 4.0% | 25,710 | 1.4% | ETF |
JPM JPMorgan Chase & Co. | $8,174,655 | $193,052 ▼ | -2.3% | 33,325 | 1.3% | Finance |
GWRE Guidewire Software | $7,721,199 | $231,012 ▼ | -2.9% | 41,211 | 1.3% | Computer and Technology |
VOX Vanguard Communication Services ETF | $7,646,193 | $118,414 ▲ | 1.6% | 51,528 | 1.2% | ETF |
MNST Monster Beverage | $7,303,530 | | 0.0% | 124,804 | 1.2% | Consumer Staples |
EMR Emerson Electric | $7,070,148 | $69,512 ▼ | -1.0% | 64,485 | 1.1% | Industrials |
AAPL Apple | $7,050,487 | $287,217 ▼ | -3.9% | 31,740 | 1.1% | Computer and Technology |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $6,958,544 | $709,101 ▲ | 11.3% | 170,720 | 1.1% | ETF |
VEEV Veeva Systems | $6,859,259 | $11,813 ▼ | -0.2% | 29,613 | 1.1% | Medical |
AGG iShares Core U.S. Aggregate Bond ETF | $6,552,509 | $67,563 ▼ | -1.0% | 66,240 | 1.1% | Finance |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $6,498,386 | $826,733 ▲ | 14.6% | 95,550 | 1.1% | ETF |
FTEC Fidelity MSCI Information Technology Index ETF | $5,936,880 | $155,143 ▼ | -2.5% | 36,813 | 1.0% | ETF |
RTX RTX | $5,843,024 | $8,345 ▼ | -0.1% | 44,112 | 0.9% | Aerospace |
IJH iShares Core S&P Mid-Cap ETF | $5,508,699 | $250,088 ▼ | -4.3% | 94,408 | 0.9% | ETF |
VPU Vanguard Utilities ETF | $5,307,317 | $462,731 ▲ | 9.6% | 31,071 | 0.9% | ETF |
AMGN Amgen | $5,215,867 | $57,013 ▼ | -1.1% | 16,742 | 0.8% | Medical |
HD Home Depot | $5,200,761 | $281,459 ▼ | -5.1% | 14,191 | 0.8% | Retail/Wholesale |
GILD Gilead Sciences | $5,166,387 | $25,211 ▼ | -0.5% | 46,108 | 0.8% | Medical |
MRK Merck & Co., Inc. | $5,145,260 | $27,646 ▼ | -0.5% | 57,322 | 0.8% | Medical |
HON Honeywell International | $5,038,839 | $206,246 ▲ | 4.3% | 23,796 | 0.8% | Multi-Sector Conglomerates |
PG Procter & Gamble | $4,917,873 | $54,876 ▼ | -1.1% | 28,857 | 0.8% | Consumer Staples |
V Visa | $4,833,056 | $189,944 ▼ | -3.8% | 13,791 | 0.8% | Business Services |
CMCSA Comcast | $4,808,513 | $458,741 ▲ | 10.5% | 130,312 | 0.8% | Consumer Discretionary |
VAW Vanguard Materials ETF | $4,748,005 | $144,440 ▲ | 3.1% | 25,147 | 0.8% | ETF |
KVUE Kenvue | $4,624,591 | $1,966 ▲ | 0.0% | 192,852 | 0.7% | Consumer Staples |
Cheniere Energy Inc
| $4,356,336 | $55,073 ▲ | 1.3% | 18,826 | 0.7% | COM NEW |
DIS Walt Disney | $4,230,282 | $26,748 ▼ | -0.6% | 42,860 | 0.7% | Consumer Discretionary |
VDC Vanguard Consumer Staples ETF | $4,067,783 | $247,043 ▲ | 6.5% | 18,590 | 0.7% | ETF |
SBUX Starbucks | $4,067,392 | $96,520 ▼ | -2.3% | 41,466 | 0.7% | Retail/Wholesale |
XOM Exxon Mobil | $3,908,516 | $31,754 ▼ | -0.8% | 32,864 | 0.6% | Energy |
IEMG iShares Core MSCI Emerging Markets ETF | $3,745,903 | $68,974 ▲ | 1.9% | 69,407 | 0.6% | ETF |
SCHX Schwab US Large-Cap ETF | $3,722,412 | $634,864 ▼ | -14.6% | 168,588 | 0.6% | ETF |
SPDR SSGA MY2029 CORP BND ETF
| $3,717,710 | $2,910,820 ▲ | 360.7% | 150,332 | 0.6% | SPDR SSGA MY2029 |
BONDBLOXX BBB 1 5 YR COR BND ETF
| $3,712,478 | $496,311 ▲ | 15.4% | 72,722 | 0.6% | BBB RATED 1 5 YE |
CTVA Corteva | $3,570,671 | $25,361 ▲ | 0.7% | 56,740 | 0.6% | Consumer Staples |
JNJ Johnson & Johnson | $3,547,901 | $282,087 ▲ | 8.6% | 21,394 | 0.6% | Medical |
MDT Medtronic | $3,537,564 | $151,772 ▲ | 4.5% | 39,368 | 0.6% | Medical |
SPDR SSGA MY2028 CORP BND ETF
| $3,514,628 | $2,691,481 ▲ | 327.0% | 141,320 | 0.6% | SPDR SSGA MY2028 |
FHLC Fidelity MSCI Health Care Index ETF | $3,490,745 | $167,452 ▼ | -4.6% | 51,094 | 0.6% | ETF |
Invesco BulletShares 2033 Corp Bond ETF
| $3,466,689 | $17,589 ▼ | -0.5% | 165,950 | 0.6% | INVESCO BULLETSH |
MCD McDonald's | $3,461,684 | $102,770 ▲ | 3.1% | 11,082 | 0.6% | Retail/Wholesale |
BMY Bristol-Myers Squibb | $3,334,531 | $8,539 ▲ | 0.3% | 54,673 | 0.5% | Medical |
XLK Technology Select Sector SPDR Fund | $3,191,561 | $43,774 ▼ | -1.4% | 15,457 | 0.5% | ETF |
USB U.S. Bancorp | $3,189,974 | $52,691 ▼ | -1.6% | 75,556 | 0.5% | Finance |
BSCV Invesco BulletShares 2031 Corporate Bond ETF | $3,163,817 | $22,508 ▼ | -0.7% | 193,980 | 0.5% | ETF |
ZBH Zimmer Biomet | $3,108,093 | $29,426 ▲ | 1.0% | 27,462 | 0.5% | Medical |
BSCW Invesco BulletShares 2032 Corporate Bond ETF | $3,092,574 | $18,883 ▼ | -0.6% | 151,820 | 0.5% | ETF |
PEP PepsiCo | $3,063,442 | $218,464 ▼ | -6.7% | 20,431 | 0.5% | Consumer Staples |
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF | $3,048,412 | $695,180 ▲ | 29.5% | 61,619 | 0.5% | ETF |
GD General Dynamics | $2,951,905 | $16,354 ▼ | -0.6% | 10,830 | 0.5% | Aerospace |
LMT Lockheed Martin | $2,950,520 | $25,016 ▼ | -0.8% | 6,605 | 0.5% | Aerospace |
IHDG WisdomTree International Hedged Quality Dividend Growth Fund | $2,939,612 | $251,546 ▲ | 9.4% | 67,733 | 0.5% | Finance |
COST Costco Wholesale | $2,829,774 | $498,426 ▲ | 21.4% | 2,992 | 0.5% | Retail/Wholesale |
ADBE Adobe | $2,824,890 | $763,556 ▼ | -21.3% | 7,366 | 0.5% | Computer and Technology |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $2,823,311 | $68,199 ▼ | -2.4% | 144,934 | 0.5% | ETF |
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF | $2,780,442 | $113,362 ▲ | 4.3% | 55,922 | 0.5% | ETF |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $2,706,850 | $209,344 ▼ | -7.2% | 130,892 | 0.4% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $2,674,477 | $359,832 ▼ | -11.9% | 102,079 | 0.4% | ETF |
BSCU Invesco BulletShares 2030 Corporate Bond ETF | $2,658,548 | $18,697 ▼ | -0.7% | 160,250 | 0.4% | Manufacturing |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $2,550,117 | $70,289 ▼ | -2.7% | 130,174 | 0.4% | ETF |
VTI Vanguard Total Stock Market ETF | $2,523,552 | $70,908 ▼ | -2.7% | 9,182 | 0.4% | ETF |
LOW Lowe's Companies | $2,472,704 | $50,144 ▼ | -2.0% | 10,602 | 0.4% | Retail/Wholesale |
FDIS Fidelity MSCI Consumer Discretionary Index ETF | $2,457,373 | $48,171 ▼ | -1.9% | 29,078 | 0.4% | ETF |
DDLS WisdomTree Dynamic International SmallCap Equity Fund | $2,332,303 | $134,013 ▲ | 6.1% | 65,977 | 0.4% | Finance |
SPDR SSGA MY2034 CORP BND ETF
| $2,287,684 | $909,134 ▲ | 65.9% | 94,282 | 0.4% | SPDR SSGA MY2034 |
FNCL Fidelity MSCI Financials Index ETF | $2,285,200 | $78,280 ▼ | -3.3% | 32,871 | 0.4% | ETF |
MCO Moody's | $2,208,302 | $67,991 ▼ | -3.0% | 4,742 | 0.4% | Finance |
BAC Bank of America | $2,150,298 | $99,985 ▼ | -4.4% | 51,529 | 0.3% | Finance |
FIDU Fidelity MSCI Industrials Index ETF | $2,117,412 | $16,364 ▼ | -0.8% | 30,925 | 0.3% | ETF |
Lam Research Corp
| $2,071,677 | $42,166 ▼ | -2.0% | 28,496 | 0.3% | COM |
ACN Accenture | $2,069,761 | $2,184 ▲ | 0.1% | 6,633 | 0.3% | Computer and Technology |
EFX Equifax | $1,931,674 | $344,881 ▲ | 21.7% | 7,931 | 0.3% | Business Services |
VWO Vanguard FTSE Emerging Markets ETF | $1,911,959 | $21,815 ▼ | -1.1% | 42,244 | 0.3% | ETF |
FCOM Fidelity MSCI Communication Services Index ETF | $1,853,999 | $63,855 ▼ | -3.3% | 32,954 | 0.3% | ETF |
ECL Ecolab | $1,793,400 | $24,338 ▲ | 1.4% | 7,074 | 0.3% | Basic Materials |
MCHP Microchip Technology | $1,788,094 | $29,288 ▼ | -1.6% | 36,936 | 0.3% | Computer and Technology |
ROP Roper Technologies | $1,744,567 | $126,760 ▲ | 7.8% | 2,959 | 0.3% | Computer and Technology |
VLO Valero Energy | $1,695,118 | | 0.0% | 12,835 | 0.3% | Energy |
IVV iShares Core S&P 500 ETF | $1,681,403 | $352,915 ▼ | -17.3% | 2,992 | 0.3% | ETF |
SCHA Schwab US Small-Cap ETF | $1,678,728 | $237,579 ▼ | -12.4% | 71,649 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $1,670,339 | $23,494 ▼ | -1.4% | 2,986 | 0.3% | Finance |
GOOG Alphabet | $1,636,665 | $53,118 ▼ | -3.1% | 10,476 | 0.3% | Computer and Technology |
FTNT Fortinet | $1,599,841 | $70,270 ▲ | 4.6% | 16,620 | 0.3% | Computer and Technology |
