MSFT Microsoft | $35,797,250 | $284,520 ▼ | -0.8% | 71,967 | 5.3% | Computer and Technology |
VGT Vanguard Information Technology ETF | $24,600,913 | $208,269 ▼ | -0.8% | 37,090 | 3.7% | ETF |
AMZN Amazon.com | $21,775,116 | $39,929 ▼ | -0.2% | 99,253 | 3.2% | Retail/Wholesale |
GOOGL Alphabet | $20,531,681 | $264,521 ▼ | -1.3% | 116,505 | 3.1% | Computer and Technology |
DDWM WisdomTree Dynamic International Equity Fund | $17,515,257 | $463,308 ▼ | -2.6% | 441,635 | 2.6% | Finance |
BRK.B Berkshire Hathaway | $14,909,357 | $303,608 ▼ | -2.0% | 30,692 | 2.2% | Finance |
BlackRock Inc
| $12,833,459 | $223,492 ▼ | -1.7% | 12,231 | 1.9% | COM |
VFH Vanguard Financials ETF | $12,732,893 | $8,020 ▼ | -0.1% | 100,023 | 1.9% | ETF |
HEFA iShares Currency Hedged MSCI EAFE ETF | $12,356,924 | $620,874 ▲ | 5.3% | 325,525 | 1.8% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $12,102,251 | $904,664 ▲ | 8.1% | 222,550 | 1.8% | ETF |
NOW ServiceNow | $11,625,529 | $195,335 ▼ | -1.7% | 11,308 | 1.7% | Computer and Technology |
KLAC KLA | $11,360,677 | $344,860 ▼ | -2.9% | 12,683 | 1.7% | Computer and Technology |
MDY SPDR S&P MidCap 400 ETF Trust | $11,245,761 | $101,400 ▼ | -0.9% | 19,852 | 1.7% | ETF |
VHT Vanguard Health Care ETF | $10,944,213 | $923,338 ▲ | 9.2% | 44,069 | 1.6% | ETF |
CRM Salesforce | $10,663,270 | $217,334 ▼ | -2.0% | 39,104 | 1.6% | Computer and Technology |
VIS Vanguard Industrials ETF | $9,948,946 | $259,905 ▲ | 2.7% | 35,523 | 1.5% | ETF |
VCR Vanguard Consumer Discretionary ETF | $9,945,464 | $630,083 ▲ | 6.8% | 27,449 | 1.5% | ETF |
IJR iShares Core S&P Small-Cap ETF | $9,688,249 | $305,466 ▼ | -3.1% | 88,647 | 1.4% | ETF |
JPM JPMorgan Chase & Co. | $9,497,960 | $163,218 ▼ | -1.7% | 32,762 | 1.4% | Finance |
VOX Vanguard Communication Services ETF | $8,604,992 | $207,800 ▼ | -2.4% | 50,313 | 1.3% | ETF |
VEEV Veeva Systems | $8,430,902 | $97,049 ▼ | -1.1% | 29,276 | 1.3% | Medical |
EMR Emerson Electric | $8,428,077 | $169,730 ▼ | -2.0% | 63,212 | 1.3% | Industrials |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $8,034,762 | $762,073 ▲ | 10.5% | 188,609 | 1.2% | ETF |
MNST Monster Beverage | $7,817,723 | | 0.0% | 124,804 | 1.2% | Consumer Staples |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $7,679,629 | $523,858 ▲ | 7.3% | 102,545 | 1.1% | ETF |
AAPL Apple | $7,211,595 | $699,432 ▲ | 10.7% | 35,149 | 1.1% | Computer and Technology |
FTEC Fidelity MSCI Information Technology Index ETF | $6,888,361 | $371,960 ▼ | -5.1% | 34,927 | 1.0% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $6,835,921 | $264,866 ▲ | 4.0% | 68,910 | 1.0% | Finance |
GWRE Guidewire Software | $6,489,826 | $3,213,128 ▼ | -33.1% | 27,564 | 1.0% | Computer and Technology |
RTX RTX | $6,331,668 | $109,514 ▼ | -1.7% | 43,362 | 0.9% | Aerospace |
BONDBLOXX BBB 1 5 YR COR BND ETF
| $6,094,865 | $2,356,950 ▲ | 63.1% | 118,577 | 0.9% | BBB RATED 1 5 YE |
HON Honeywell International | $5,839,281 | $297,623 ▲ | 5.4% | 25,074 | 0.9% | Multi-Sector Conglomerates |
VPU Vanguard Utilities ETF | $5,722,898 | $238,638 ▲ | 4.4% | 32,423 | 0.9% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $5,449,007 | $406,168 ▼ | -6.9% | 87,859 | 0.8% | ETF |
SPDR SSGA MY2029 CORP BND ETF
| $5,328,666 | $1,577,131 ▲ | 42.0% | 213,531 | 0.8% | SPDR SSGA MY2029 |
GILD Gilead Sciences | $5,116,308 | $4,324 ▲ | 0.1% | 46,147 | 0.8% | Medical |
HD Home Depot | $5,113,804 | $89,092 ▼ | -1.7% | 13,948 | 0.8% | Retail/Wholesale |
SPDR SSGA MY2028 CORP BND ETF
| $4,984,857 | $1,445,497 ▲ | 40.8% | 199,036 | 0.7% | SPDR SSGA MY2028 |
VAW Vanguard Materials ETF | $4,879,526 | $19,873 ▼ | -0.4% | 25,045 | 0.7% | ETF |
Cheniere Energy Inc
| $4,845,804 | $261,297 ▲ | 5.7% | 19,899 | 0.7% | COM NEW |
CMCSA Comcast | $4,770,611 | $119,776 ▲ | 2.6% | 133,668 | 0.7% | Consumer Discretionary |
V Visa | $4,644,270 | $252,078 ▼ | -5.1% | 13,081 | 0.7% | Business Services |
AMGN Amgen | $4,597,386 | $77,061 ▼ | -1.6% | 16,466 | 0.7% | Medical |
DIS Walt Disney | $4,475,645 | $839,424 ▼ | -15.8% | 36,091 | 0.7% | Consumer Discretionary |
PG Procter & Gamble | $4,474,561 | $122,997 ▼ | -2.7% | 28,085 | 0.7% | Consumer Staples |
VDC Vanguard Consumer Staples ETF | $4,417,246 | $346,021 ▲ | 8.5% | 20,170 | 0.7% | ETF |
MRK Merck & Co., Inc. | $4,402,596 | $135,048 ▼ | -3.0% | 55,616 | 0.7% | Medical |
CTVA Corteva | $4,240,860 | $11,999 ▲ | 0.3% | 56,901 | 0.6% | Consumer Staples |
IEMG iShares Core MSCI Emerging Markets ETF | $4,236,368 | $69,875 ▲ | 1.7% | 70,571 | 0.6% | ETF |
COST Costco Wholesale | $4,110,231 | $1,148,330 ▲ | 38.8% | 4,152 | 0.6% | Retail/Wholesale |
KVUE Kenvue | $3,921,575 | $114,822 ▼ | -2.8% | 187,366 | 0.6% | Consumer Staples |
XLK Technology Select Sector SPDR Fund | $3,824,026 | $90,150 ▼ | -2.3% | 15,101 | 0.6% | ETF |
JNJ Johnson & Johnson | $3,776,670 | $508,800 ▲ | 15.6% | 24,725 | 0.6% | Medical |
SCHX Schwab US Large-Cap ETF | $3,706,705 | $413,572 ▼ | -10.0% | 151,666 | 0.6% | ETF |
SBUX Starbucks | $3,688,386 | $111,147 ▼ | -2.9% | 40,253 | 0.6% | Retail/Wholesale |
ADBE Adobe | $3,595,469 | $745,864 ▲ | 26.2% | 9,294 | 0.5% | Computer and Technology |
MDT Medtronic | $3,576,193 | $144,526 ▲ | 4.2% | 41,026 | 0.5% | Medical |
IHDG WisdomTree International Hedged Quality Dividend Growth Fund | $3,499,246 | $447,885 ▲ | 14.7% | 77,675 | 0.5% | Finance |
XOM Exxon Mobil | $3,487,331 | $55,409 ▼ | -1.6% | 32,350 | 0.5% | Energy |
Invesco BulletShares 2033 Corp Bond ETF
| $3,423,917 | $94,213 ▼ | -2.7% | 161,506 | 0.5% | INVESCO BULLETSH |
SPDR SSGA MY2034 CORP BND ETF
| $3,405,506 | $1,089,194 ▲ | 47.0% | 138,616 | 0.5% | SPDR SSGA MY2034 |
SPDR SSGA MY2030 CORP BND ETF
| $3,378,897 | $2,189,952 ▲ | 184.2% | 135,739 | 0.5% | SPDR SSGA MY2030 |
MCD McDonald's | $3,285,452 | $47,624 ▲ | 1.5% | 11,245 | 0.5% | Retail/Wholesale |
FHLC Fidelity MSCI Health Care Index ETF | $3,171,859 | $95,605 ▼ | -2.9% | 49,599 | 0.5% | ETF |
BSCV Invesco BulletShares 2031 Corporate Bond ETF | $3,123,472 | $83,014 ▼ | -2.6% | 188,958 | 0.5% | ETF |
GD General Dynamics | $3,070,451 | $88,077 ▼ | -2.8% | 10,528 | 0.5% | Aerospace |
LMT Lockheed Martin | $3,061,362 | $2,316 ▲ | 0.1% | 6,610 | 0.5% | Aerospace |
BSCW Invesco BulletShares 2032 Corporate Bond ETF | $3,057,063 | $70,431 ▼ | -2.3% | 148,401 | 0.5% | ETF |
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF | $2,864,733 | $188,171 ▼ | -6.2% | 57,821 | 0.4% | ETF |
USB U.S. Bancorp | $2,775,137 | $643,772 ▼ | -18.8% | 61,329 | 0.4% | Finance |
DDLS WisdomTree Dynamic International SmallCap Equity Fund | $2,764,792 | $158,710 ▲ | 6.1% | 69,995 | 0.4% | Finance |
Lam Research Corp
| $2,680,865 | $92,961 ▼ | -3.4% | 27,541 | 0.4% | COM |
FDIS Fidelity MSCI Consumer Discretionary Index ETF | $2,667,534 | $67,824 ▼ | -2.5% | 28,357 | 0.4% | ETF |
SPDR SSGA MY2027 CORP BND ETF
| $2,601,111 | $1,874,434 ▲ | 257.9% | 104,012 | 0.4% | SPDR SSGA MY2027 |
SPDR SSGA MY2026 CORP BND ETF
| $2,558,603 | $1,989,512 ▲ | 349.6% | 101,977 | 0.4% | SPDR SSGA MY2026 |
SCHM Schwab U.S. Mid-Cap ETF | $2,546,752 | $316,573 ▼ | -11.1% | 90,793 | 0.4% | ETF |
BMY Bristol Myers Squibb | $2,541,016 | $10,184 ▲ | 0.4% | 54,893 | 0.4% | Medical |
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF | $2,528,611 | $246,811 ▼ | -8.9% | 50,949 | 0.4% | ETF |
VTI Vanguard Total Stock Market ETF | $2,467,912 | $322,774 ▼ | -11.6% | 8,120 | 0.4% | ETF |
MCHP Microchip Technology | $2,452,852 | $146,297 ▼ | -5.6% | 34,857 | 0.4% | Computer and Technology |
PEP PepsiCo | $2,442,958 | $254,700 ▼ | -9.4% | 18,502 | 0.4% | Consumer Staples |
FNCL Fidelity MSCI Financials Index ETF | $2,365,957 | $67,821 ▼ | -2.8% | 31,955 | 0.4% | ETF |
FIDU Fidelity MSCI Industrials Index ETF | $2,337,969 | $59,620 ▼ | -2.5% | 30,156 | 0.3% | ETF |
LOW Lowe's Companies | $2,334,294 | $17,971 ▼ | -0.8% | 10,521 | 0.3% | Retail/Wholesale |
MCO Moody's | $2,281,233 | $97,309 ▼ | -4.1% | 4,548 | 0.3% | Finance |
BAC Bank of America | $2,276,326 | $162,023 ▼ | -6.6% | 48,105 | 0.3% | Finance |
CNRG SPDR S&P Kensho Clean Power ETF | $2,159,885 | $482,087 ▲ | 28.7% | 36,344 | 0.3% | ETF |
EFX Equifax | $2,037,870 | $19,193 ▼ | -0.9% | 7,857 | 0.3% | Business Services |
VWO Vanguard FTSE Emerging Markets ETF | $2,036,610 | $52,774 ▼ | -2.5% | 41,177 | 0.3% | ETF |
FCOM Fidelity MSCI Communication Services Index ETF | $2,001,276 | $134,481 ▼ | -6.3% | 30,879 | 0.3% | ETF |
ECL Ecolab | $1,946,435 | $40,416 ▲ | 2.1% | 7,224 | 0.3% | Basic Materials |
ZBH Zimmer Biomet | $1,942,819 | $561,932 ▼ | -22.4% | 21,301 | 0.3% | Medical |
ACN Accenture | $1,935,014 | $47,524 ▼ | -2.4% | 6,474 | 0.3% | Computer and Technology |
FTNT Fortinet | $1,859,403 | $102,337 ▲ | 5.8% | 17,588 | 0.3% | Computer and Technology |
GOOG Alphabet | $1,837,938 | $20,400 ▼ | -1.1% | 10,361 | 0.3% | Computer and Technology |
ROP Roper Technologies | $1,769,674 | $92,395 ▲ | 5.5% | 3,122 | 0.3% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $1,742,955 | $101,945 ▼ | -5.5% | 2,821 | 0.3% | Finance |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $1,739,082 | $967,761 ▼ | -35.8% | 84,095 | 0.3% | ETF |
VLO Valero Energy | $1,717,216 | $8,065 ▼ | -0.5% | 12,775 | 0.3% | Energy |
IVV iShares Core S&P 500 ETF | $1,672,303 | $185,673 ▼ | -10.0% | 2,693 | 0.2% | ETF |
