JEPI JPMorgan Equity Premium Income ETF | $80,890,136 | $5,745,599 ▲ | 7.6% | 1,415,648 | 6.6% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $68,115,517 | $57,960,093 ▲ | 570.7% | 393,209 | 5.6% | ETF |
ILCG iShares Morningstar Growth ETF | $47,405,641 | $578,269 ▼ | -1.2% | 585,327 | 3.9% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $42,861,887 | $647,759 ▲ | 1.5% | 556,287 | 3.5% | ETF |
EFG iShares MSCI EAFE Growth ETF | $41,104,895 | $223,400 ▲ | 0.5% | 411,049 | 3.4% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $40,986,666 | $386,956 ▲ | 1.0% | 628,533 | 3.3% | ETF |
MDYG SPDR S&P 400 Mid Cap Growth ETF | $36,621,574 | $440,208 ▲ | 1.2% | 460,881 | 3.0% | ETF |
CORT Corcept Therapeutics | $34,296,040 | $1,021,584 ▼ | -2.9% | 300,263 | 2.8% | Medical |
AAPL Apple | $31,286,753 | $455,588 ▼ | -1.4% | 140,849 | 2.6% | Computer and Technology |
SCHV Schwab U.S. Large-Cap Value ETF | $30,138,763 | $1,047,039 ▼ | -3.4% | 1,133,889 | 2.5% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $24,743,669 | $539,916 ▲ | 2.2% | 298,116 | 2.0% | ETF |
PTRB PGIM Total Return Bond ETF | $19,801,608 | $1,399,452 ▲ | 7.6% | 474,406 | 1.6% | ETF |
VIG Vanguard Dividend Appreciation ETF | $17,299,420 | $310,384 ▼ | -1.8% | 89,177 | 1.4% | ETF |
IVW iShares S&P 500 Growth ETF | $16,819,942 | $670,696 ▼ | -3.8% | 181,191 | 1.4% | ETF |
MSFT Microsoft | $16,032,178 | $397,539 ▲ | 2.5% | 42,708 | 1.3% | Computer and Technology |
EFV iShares MSCI EAFE Value ETF | $15,648,250 | $225,150 ▼ | -1.4% | 265,495 | 1.3% | ETF |
AVIV Avantis International Large Cap Value ETF | $15,488,790 | $1,984 ▲ | 0.0% | 273,267 | 1.3% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $14,606,762 | $494,860 ▲ | 3.5% | 186,311 | 1.2% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $14,312,741 | $318,435 ▲ | 2.3% | 546,288 | 1.2% | ETF |
NVDA NVIDIA | $14,187,955 | $128,431 ▼ | -0.9% | 130,909 | 1.2% | Computer and Technology |
TOTL SPDR Doubleline Total Return Tactical ETF | $14,131,456 | $782,312 ▲ | 5.9% | 350,743 | 1.2% | ETF |
AMERICAN CENTY ETF TR
| $13,592,228 | $144,578 ▲ | 1.1% | 211,717 | 1.1% | AVANTIS US LARG |
AMZN Amazon.com | $13,025,930 | $286,721 ▲ | 2.3% | 68,464 | 1.1% | Retail/Wholesale |
JCPB JPMorgan Core Plus Bond ETF | $12,992,170 | $538,890 ▲ | 4.3% | 276,194 | 1.1% | ETF |
KEMX KraneShares MSCI Emerging Markets ex China Index ETF | $12,415,154 | $309,665 ▲ | 2.6% | 445,344 | 1.0% | ETF |
AVDE Avantis International Equity ETF | $11,864,546 | $33,268 ▲ | 0.3% | 179,033 | 1.0% | ETF |
AVSC Avantis U.S. Small Cap Equity ETF | $11,795,874 | $463,189 ▲ | 4.1% | 243,716 | 1.0% | ETF |
HDV iShares Core High Dividend ETF | $10,101,658 | $146,676 ▼ | -1.4% | 83,402 | 0.8% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $9,868,690 | $452,623 ▼ | -4.4% | 394,117 | 0.8% | ETF |
META Meta Platforms | $9,742,864 | $202,304 ▲ | 2.1% | 16,904 | 0.8% | Computer and Technology |
JPM JPMorgan Chase & Co. | $8,882,784 | $188,881 ▲ | 2.2% | 36,212 | 0.7% | Finance |
FLTR VanEck Floating Rate ETF | $8,341,471 | $68,040 ▲ | 0.8% | 326,476 | 0.7% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $8,256,591 | $117,505 ▲ | 1.4% | 94,718 | 0.7% | ETF |
IVE iShares S&P 500 Value ETF | $8,248,241 | $474,350 ▼ | -5.4% | 43,280 | 0.7% | ETF |
GOOG Alphabet | $7,937,308 | $76,397 ▲ | 1.0% | 50,805 | 0.6% | Computer and Technology |
FNDF Schwab Fundamental International Large Company Index ETF | $7,935,517 | $141,199 ▼ | -1.7% | 219,577 | 0.6% | ETF |
AVGO Broadcom | $7,599,651 | $777,043 ▼ | -9.3% | 45,390 | 0.6% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $7,562,115 | $251,716 ▲ | 3.4% | 13,519 | 0.6% | Finance |
IDV iShares International Select Dividend ETF | $7,526,926 | $137,481 ▼ | -1.8% | 242,647 | 0.6% | ETF |
LLY Eli Lilly and Company | $7,404,446 | $90,026 ▲ | 1.2% | 8,965 | 0.6% | Medical |
WMT Walmart | $7,331,214 | $445,883 ▲ | 6.5% | 83,509 | 0.6% | Retail/Wholesale |
XOM Exxon Mobil | $6,965,426 | $272,946 ▲ | 4.1% | 58,567 | 0.6% | Energy |
USMV iShares MSCI USA Min Vol Factor ETF | $6,917,246 | $159,409 ▲ | 2.4% | 73,855 | 0.6% | ETF |
CVX Chevron | $6,745,334 | $324,544 ▲ | 5.1% | 40,321 | 0.6% | Energy |
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF | $6,719,270 | $155,251 ▲ | 2.4% | 83,314 | 0.5% | ETF |
JNJ Johnson & Johnson | $6,681,100 | $256,723 ▲ | 4.0% | 40,286 | 0.5% | Medical |
ANGL VanEck Fallen Angel High Yield Bond ETF | $6,395,675 | $129,437 ▲ | 2.1% | 221,610 | 0.5% | Manufacturing |
DON WisdomTree U.S. MidCap Dividend Fund | $6,331,638 | $45,856 ▼ | -0.7% | 127,860 | 0.5% | Finance |
COST Costco Wholesale | $6,250,286 | $242,105 ▲ | 4.0% | 6,609 | 0.5% | Retail/Wholesale |
MCD McDonald's | $6,020,250 | $160,557 ▲ | 2.7% | 19,273 | 0.5% | Retail/Wholesale |
ABBV AbbVie | $5,521,135 | $222,932 ▲ | 4.2% | 26,351 | 0.5% | Medical |
VOE Vanguard Mid-Cap Value ETF | $5,379,531 | $19,746 ▲ | 0.4% | 33,509 | 0.4% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $5,025,684 | $65,885 ▼ | -1.3% | 41,191 | 0.4% | ETF |
PG Procter & Gamble | $4,888,039 | $169,058 ▲ | 3.6% | 28,682 | 0.4% | Consumer Staples |
VTI Vanguard Total Stock Market ETF | $4,794,561 | $50,845 ▼ | -1.0% | 17,445 | 0.4% | ETF |
CAT Caterpillar | $4,686,175 | $161,604 ▲ | 3.6% | 14,209 | 0.4% | Industrials |
HD Home Depot | $4,654,898 | $139,636 ▲ | 3.1% | 12,701 | 0.4% | Retail/Wholesale |
IEMG iShares Core MSCI Emerging Markets ETF | $4,632,872 | $272,169 ▼ | -5.5% | 85,842 | 0.4% | ETF |
JAAA Janus Henderson AAA CLO ETF | $4,502,896 | $4,502,896 ▲ | New Holding | 88,797 | 0.4% | ETF |
IVV iShares Core S&P 500 ETF | $4,490,471 | $74,729 ▼ | -1.6% | 7,992 | 0.4% | ETF |
ARCB ArcBest | $4,451,915 | | 0.0% | 63,076 | 0.4% | Transportation |
V Visa | $4,365,577 | $163,310 ▲ | 3.9% | 12,457 | 0.4% | Business Services |
TPYP Tortoise North American Pipeline Fund | $4,149,806 | $235,568 ▼ | -5.4% | 114,100 | 0.3% | ETF |
IWM iShares Russell 2000 ETF | $4,112,425 | $221,032 ▼ | -5.1% | 20,615 | 0.3% | Finance |
VOO Vanguard S&P 500 ETF | $4,097,410 | $16,959 ▼ | -0.4% | 7,973 | 0.3% | ETF |
DUK Duke Energy | $4,067,791 | $147,583 ▲ | 3.8% | 33,351 | 0.3% | Utilities |
DVY iShares Select Dividend ETF | $3,780,794 | $108,640 ▼ | -2.8% | 28,154 | 0.3% | ETF |
IEFA iShares Core MSCI EAFE ETF | $3,755,641 | $63,773 ▲ | 1.7% | 49,645 | 0.3% | ETF |
UNH UnitedHealth Group | $3,744,325 | $49,757 ▲ | 1.3% | 7,149 | 0.3% | Medical |
TAXF American Century Diversified Municipal Bond ETF | $3,634,824 | $344,086 ▲ | 10.5% | 73,460 | 0.3% | ETF |
HTGC Hercules Capital | $3,613,351 | $155,813 ▼ | -4.1% | 188,097 | 0.3% | Finance |
GOOGL Alphabet | $3,575,599 | $213,404 ▼ | -5.6% | 23,122 | 0.3% | Computer and Technology |
GRMN Garmin | $3,523,765 | $116,815 ▲ | 3.4% | 16,229 | 0.3% | Computer and Technology |
ETN Eaton | $3,513,689 | $204,145 ▲ | 6.2% | 12,926 | 0.3% | Industrials |
TRV Travelers Companies | $3,421,844 | $161,056 ▲ | 4.9% | 12,939 | 0.3% | Finance |
UNP Union Pacific | $3,397,441 | $100,877 ▲ | 3.1% | 14,381 | 0.3% | Transportation |
PEP PepsiCo | $3,361,700 | $220,715 ▲ | 7.0% | 22,420 | 0.3% | Consumer Staples |
CME CME Group | $3,360,957 | $249,903 ▲ | 8.0% | 12,669 | 0.3% | Finance |
NEE NextEra Energy | $3,355,248 | $299,229 ▲ | 9.8% | 47,330 | 0.3% | Utilities |
IMTM iShares MSCI Intl Momentum Factor ETF | $3,345,928 | $22,846 ▼ | -0.7% | 83,774 | 0.3% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $3,332,004 | $19,408 ▼ | -0.6% | 40,174 | 0.3% | ETF |
SBUX Starbucks | $3,327,466 | $17,950 ▼ | -0.5% | 33,923 | 0.3% | Retail/Wholesale |
PALANTIR TECHNOLOGIES INC
| $3,314,895 | $250,584 ▲ | 8.2% | 39,276 | 0.3% | CL A |
JPST JPMorgan Ultra-Short Income ETF | $3,245,959 | $50,732 ▲ | 1.6% | 64,111 | 0.3% | ETF |
VBR Vanguard Small-Cap Value ETF | $3,236,473 | $88,117 ▼ | -2.7% | 17,373 | 0.3% | ETF |
MRK Merck & Co., Inc. | $3,195,298 | $68,577 ▲ | 2.2% | 35,598 | 0.3% | Medical |
IJR iShares Core S&P Small-Cap ETF | $3,169,203 | $81,983 ▼ | -2.5% | 30,307 | 0.3% | ETF |
IWF iShares Russell 1000 Growth ETF | $3,114,289 | $161,040 ▼ | -4.9% | 8,625 | 0.3% | ETF |
AMGN Amgen | $2,978,821 | $197,840 ▲ | 7.1% | 9,561 | 0.2% | Medical |
BX Blackstone | $2,968,409 | $116,159 ▲ | 4.1% | 21,236 | 0.2% | Finance |
HYD VanEck High Yield Muni ETF | $2,945,010 | $49,082 ▼ | -1.6% | 57,542 | 0.2% | ETF |
TXN Texas Instruments | $2,905,518 | $110,693 ▲ | 4.0% | 16,169 | 0.2% | Computer and Technology |
EFA iShares MSCI EAFE ETF | $2,900,347 | $5,803 ▼ | -0.2% | 35,487 | 0.2% | Finance |
LAM RESEARCH CORP
| $2,841,556 | $142,347 ▲ | 5.3% | 39,086 | 0.2% | COM NEW |
MS Morgan Stanley | $2,839,637 | $127,521 ▲ | 4.7% | 24,339 | 0.2% | Finance |
HON Honeywell International | $2,791,364 | $151,405 ▲ | 5.7% | 13,182 | 0.2% | Multi-Sector Conglomerates |
SO Southern | $2,698,013 | $126,892 ▲ | 4.9% | 29,342 | 0.2% | Utilities |
AMT American Tower | $2,674,836 | $227,618 ▲ | 9.3% | 12,292 | 0.2% | Finance |
IWS iShares Russell Mid-Cap Value ETF | $2,589,628 | $169,308 ▼ | -6.1% | 20,557 | 0.2% | ETF |
IWR iShares Russell Mid-Cap ETF | $2,586,439 | $48,489 ▲ | 1.9% | 30,404 | 0.2% | ETF |
