JEPI JPMorgan Equity Premium Income ETF | $84,114,532 | $3,634,933 ▲ | 4.5% | 1,479,587 | 6.2% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $77,706,995 | $6,245,136 ▲ | 8.7% | 427,572 | 5.7% | ETF |
ILCG iShares Morningstar Growth ETF | $58,000,747 | $1,282,568 ▲ | 2.3% | 598,563 | 4.3% | ETF |
EFG iShares MSCI EAFE Growth ETF | $48,533,165 | $2,495,695 ▲ | 5.4% | 433,332 | 3.6% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $46,748,234 | $2,562,334 ▲ | 5.8% | 588,546 | 3.5% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $44,629,318 | $1,757,089 ▲ | 4.1% | 654,293 | 3.3% | ETF |
MDYG SPDR S&P 400 Mid Cap Growth ETF | $41,677,128 | $1,640,367 ▲ | 4.1% | 479,764 | 3.1% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $31,514,538 | $139,817 ▲ | 0.4% | 1,138,942 | 2.3% | ETF |
AAPL Apple | $30,024,060 | $1,125,977 ▲ | 3.9% | 146,337 | 2.2% | Computer and Technology |
SLYG SPDR S&P 600 Small Cap Growth ETF | $28,247,366 | $1,789,556 ▲ | 6.8% | 318,280 | 2.1% | ETF |
MSFT Microsoft | $22,420,945 | $1,177,379 ▲ | 5.5% | 45,075 | 1.7% | Computer and Technology |
CORT Corcept Therapeutics | $22,198,289 | $158,984 ▲ | 0.7% | 302,429 | 1.6% | Medical |
NVDA NVIDIA | $22,190,168 | $1,507,856 ▲ | 7.3% | 140,453 | 1.6% | Computer and Technology |
PTRB PGIM Total Return Bond ETF | $21,058,713 | $1,214,324 ▲ | 6.1% | 503,436 | 1.6% | ETF |
IVW iShares S&P 500 Growth ETF | $20,052,825 | $103,714 ▲ | 0.5% | 182,133 | 1.5% | ETF |
VIG Vanguard Dividend Appreciation ETF | $18,511,441 | $259,522 ▲ | 1.4% | 90,445 | 1.4% | ETF |
AVIV Avantis International Large Cap Value ETF | $17,445,822 | $439,067 ▲ | 2.6% | 280,322 | 1.3% | ETF |
EFV iShares MSCI EAFE Value ETF | $17,245,075 | $391,481 ▲ | 2.3% | 271,662 | 1.3% | ETF |
AMZN Amazon.com | $15,942,919 | $922,539 ▲ | 6.1% | 72,669 | 1.2% | Retail/Wholesale |
SCHM Schwab U.S. Mid-Cap ETF | $15,705,223 | $381,845 ▲ | 2.5% | 559,901 | 1.2% | ETF |
AMERICAN CENTY ETF TR
| $15,133,696 | $93,346 ▲ | 0.6% | 213,031 | 1.1% | AVANTIS US LARG |
TOTL SPDR Doubleline Total Return Tactical ETF | $14,622,773 | $554,480 ▲ | 3.9% | 364,567 | 1.1% | ETF |
KEMX KraneShares MSCI Emerging Markets ex China Index ETF | $14,337,032 | $24,961 ▼ | -0.2% | 444,570 | 1.1% | ETF |
AVGO Broadcom | $13,910,249 | $1,398,385 ▲ | 11.2% | 50,463 | 1.0% | Computer and Technology |
JCPB JPMorgan Core Plus Bond ETF | $13,519,850 | $522,177 ▲ | 4.0% | 287,290 | 1.0% | ETF |
META Meta Platforms | $13,491,244 | $1,014,851 ▲ | 8.1% | 18,279 | 1.0% | Computer and Technology |
AVDE Avantis International Equity ETF | $13,376,301 | $126,039 ▲ | 1.0% | 180,736 | 1.0% | ETF |
AVSC Avantis U.S. Small Cap Equity ETF | $12,933,012 | $364,599 ▲ | 2.9% | 250,786 | 1.0% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $12,832,695 | $2,027,504 ▼ | -13.6% | 160,891 | 0.9% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $11,489,666 | $22,492 ▼ | -0.2% | 393,347 | 0.8% | ETF |
JPM JPMorgan Chase & Co. | $11,301,279 | $803,051 ▲ | 7.6% | 38,982 | 0.8% | Finance |
AVUV Avantis U.S. Small Cap Value ETF | $10,028,136 | $1,399,300 ▲ | 16.2% | 110,078 | 0.7% | ETF |
HDV iShares Core High Dividend ETF | $9,824,613 | $52,375 ▲ | 0.5% | 83,849 | 0.7% | ETF |
GOOG Alphabet | $9,146,602 | $134,285 ▲ | 1.5% | 51,562 | 0.7% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $8,848,834 | $496,133 ▲ | 5.9% | 14,322 | 0.7% | Finance |
FNDF Schwab Fundamental International Equity ETF | $8,790,414 | $2,961 ▲ | 0.0% | 219,651 | 0.7% | ETF |
IDV iShares International Select Dividend ETF | $8,507,818 | $134,071 ▲ | 1.6% | 246,532 | 0.6% | ETF |
WMT Walmart | $8,427,391 | $261,856 ▲ | 3.2% | 86,187 | 0.6% | Retail/Wholesale |
FLTR VanEck IG Floating Rate ETF | $8,334,252 | $9,104 ▲ | 0.1% | 326,833 | 0.6% | ETF |
IVE iShares S&P 500 Value ETF | $8,322,239 | $135,623 ▼ | -1.6% | 42,586 | 0.6% | ETF |
LLY Eli Lilly and Company | $7,436,206 | $447,466 ▲ | 6.4% | 9,539 | 0.6% | Medical |
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF | $7,055,961 | $262,951 ▲ | 3.9% | 86,539 | 0.5% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $6,949,163 | $16,427 ▲ | 0.2% | 74,030 | 0.5% | ETF |
COST Costco Wholesale | $6,822,974 | $280,166 ▲ | 4.3% | 6,892 | 0.5% | Retail/Wholesale |
XOM Exxon Mobil | $6,536,939 | $223,468 ▲ | 3.5% | 60,640 | 0.5% | Energy |
DON WisdomTree U.S. MidCap Dividend Fund | $6,526,783 | $118,434 ▲ | 1.8% | 130,223 | 0.5% | Finance |
ANGL VanEck Fallen Angel High Yield Bond ETF | $6,472,850 | $15,899 ▼ | -0.2% | 221,067 | 0.5% | Manufacturing |
JNJ Johnson & Johnson | $6,242,612 | $88,901 ▲ | 1.4% | 40,868 | 0.5% | Medical |
CVX Chevron | $6,077,092 | $303,561 ▲ | 5.3% | 42,441 | 0.4% | Energy |
CAT Caterpillar | $5,778,969 | $262,822 ▲ | 4.8% | 14,886 | 0.4% | Industrials |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $5,690,158 | $127,747 ▲ | 2.3% | 42,137 | 0.4% | ETF |
PALANTIR TECHNOLOGIES INC
| $5,655,895 | $301,811 ▲ | 5.6% | 41,490 | 0.4% | CL A |
VOE Vanguard Mid-Cap Value ETF | $5,484,589 | $26,314 ▼ | -0.5% | 33,349 | 0.4% | ETF |
ARCB ArcBest | $5,417,511 | $560,018 ▲ | 11.5% | 70,348 | 0.4% | Transportation |
VTI Vanguard Total Stock Market ETF | $5,293,219 | $8,814 ▼ | -0.2% | 17,416 | 0.4% | ETF |
ABBV AbbVie | $5,146,475 | $255,226 ▲ | 5.2% | 27,726 | 0.4% | Medical |
VOO Vanguard S&P 500 ETF | $5,125,591 | $596,461 ▲ | 13.2% | 9,023 | 0.4% | ETF |
IVV iShares Core S&P 500 ETF | $5,053,067 | $90,655 ▲ | 1.8% | 8,138 | 0.4% | ETF |
ETN Eaton | $4,940,314 | $325,927 ▲ | 7.1% | 13,839 | 0.4% | Industrials |
HD Home Depot | $4,892,639 | $236,108 ▲ | 5.1% | 13,345 | 0.4% | Retail/Wholesale |
IEMG iShares Core MSCI Emerging Markets ETF | $4,841,380 | $311,737 ▼ | -6.0% | 80,649 | 0.4% | ETF |
V Visa | $4,792,123 | $369,253 ▲ | 8.3% | 13,497 | 0.4% | Business Services |
PG Procter & Gamble | $4,713,442 | $143,865 ▲ | 3.1% | 29,585 | 0.3% | Consumer Staples |
JAAA Janus Henderson AAA CLO ETF | $4,429,249 | $77,191 ▼ | -1.7% | 87,276 | 0.3% | ETF |
LAM RESEARCH CORP
| $4,346,906 | $542,280 ▲ | 14.3% | 44,657 | 0.3% | COM NEW |
GOOGL Alphabet | $4,306,518 | $231,742 ▲ | 5.7% | 24,437 | 0.3% | Computer and Technology |
IEFA iShares Core MSCI EAFE ETF | $4,250,681 | $106,353 ▲ | 2.6% | 50,919 | 0.3% | ETF |
TSLA Tesla | $4,184,637 | $2,586,451 ▲ | 161.8% | 13,173 | 0.3% | Auto/Tires/Trucks |
DUK Duke Energy | $4,129,088 | $193,640 ▲ | 4.9% | 34,992 | 0.3% | Utilities |
IWM iShares Russell 2000 ETF | $4,042,215 | $406,336 ▼ | -9.1% | 18,732 | 0.3% | Finance |
TORTOISE CAPITAL SERIES TRUS
| $3,982,234 | $3,982,234 ▲ | New Holding | 111,454 | 0.3% | NORTH AMERN PIPE |
IMTM iShares MSCI Intl Momentum Factor ETF | $3,847,753 | $20,104 ▲ | 0.5% | 84,214 | 0.3% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $3,773,024 | $523,879 ▲ | 16.1% | 74,448 | 0.3% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $3,770,022 | $149,510 ▲ | 4.1% | 41,833 | 0.3% | ETF |
CME CME Group | $3,758,756 | $266,809 ▲ | 7.6% | 13,637 | 0.3% | Finance |
MS Morgan Stanley | $3,744,159 | $315,805 ▲ | 9.2% | 26,581 | 0.3% | Finance |
GLD SPDR Gold Shares | $3,726,547 | $2,300,247 ▲ | 161.3% | 12,225 | 0.3% | Finance |
TRV Travelers Companies | $3,708,067 | $246,402 ▲ | 7.1% | 13,860 | 0.3% | Finance |
DVY iShares Select Dividend ETF | $3,697,507 | $41,569 ▼ | -1.1% | 27,841 | 0.3% | ETF |
IWF iShares Russell 1000 Growth ETF | $3,629,534 | $32,266 ▼ | -0.9% | 8,549 | 0.3% | ETF |
GRMN Garmin | $3,568,960 | $181,589 ▲ | 5.4% | 17,099 | 0.3% | Computer and Technology |
TXN Texas Instruments | $3,541,923 | $184,986 ▲ | 5.5% | 17,060 | 0.3% | Computer and Technology |
UNP Union Pacific | $3,493,456 | $184,750 ▲ | 5.6% | 15,184 | 0.3% | Transportation |
BX Blackstone | $3,414,940 | $238,433 ▲ | 7.5% | 22,830 | 0.3% | Finance |
HTGC Hercules Capital | $3,410,003 | $28,407 ▼ | -0.8% | 186,543 | 0.3% | Finance |
TAXF American Century Diversified Municipal Bond ETF | $3,356,338 | $238,043 ▼ | -6.6% | 68,595 | 0.2% | ETF |
VBR Vanguard Small-Cap Value ETF | $3,348,966 | $39,003 ▼ | -1.2% | 17,173 | 0.2% | ETF |
NEE NextEra Energy | $3,288,159 | $2,499 ▲ | 0.1% | 47,366 | 0.2% | Utilities |
HON Honeywell International | $3,225,168 | $155,332 ▲ | 5.1% | 13,849 | 0.2% | Multi-Sector Conglomerates |
SBUX Starbucks | $3,207,835 | $99,509 ▲ | 3.2% | 35,009 | 0.2% | Retail/Wholesale |
IJR iShares Core S&P Small-Cap ETF | $3,203,506 | $108,743 ▼ | -3.3% | 29,312 | 0.2% | ETF |
EFA iShares MSCI EAFE ETF | $3,190,030 | $17,878 ▲ | 0.6% | 35,687 | 0.2% | Finance |
MCD McDonald's | $3,021,036 | $2,609,953 ▼ | -46.3% | 10,340 | 0.2% | Retail/Wholesale |
SCHB Schwab US Broad Market ETF | $2,904,250 | $77,638 ▲ | 2.7% | 121,874 | 0.2% | ETF |
AMGN Amgen | $2,878,252 | $208,840 ▲ | 7.8% | 10,309 | 0.2% | Medical |
SO Southern | $2,876,984 | $182,469 ▲ | 6.8% | 31,329 | 0.2% | Utilities |
BA Boeing | $2,868,584 | $2,205,233 ▲ | 332.4% | 13,691 | 0.2% | Aerospace |
IWR iShares Russell Mid-Cap ETF | $2,865,564 | $69,344 ▲ | 2.5% | 31,158 | 0.2% | ETF |
MRK Merck & Co., Inc. | $2,837,216 | $19,315 ▲ | 0.7% | 35,842 | 0.2% | Medical |
IWS iShares Russell Mid-Cap Value ETF | $2,734,877 | $18,499 ▲ | 0.7% | 20,697 | 0.2% | ETF |