IVV iShares Core S&P 500 ETF | $121,538,175 | $6,862,349 ▼ | -5.3% | 231,180 | 15.9% | ETF |
VUG Vanguard Growth ETF | $85,834,152 | $9,720,931 ▼ | -10.2% | 249,372 | 11.3% | ETF |
VO Vanguard Mid-Cap ETF | $82,331,147 | $42,053,201 ▲ | 104.4% | 329,509 | 10.8% | ETF |
VTV Vanguard Value ETF | $75,227,959 | $1,161,355 ▲ | 1.6% | 461,918 | 9.9% | ETF |
EFV iShares MSCI EAFE Value ETF | $44,241,249 | $674,941 ▼ | -1.5% | 813,258 | 5.8% | ETF |
EFG iShares MSCI EAFE Growth ETF | $42,504,204 | $1,943,464 ▲ | 4.8% | 409,522 | 5.6% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $40,379,921 | $1,228,814 ▲ | 3.1% | 804,862 | 5.3% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $30,095,090 | $209,177 ▲ | 0.7% | 324,580 | 3.9% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $28,914,998 | $5,091,890 ▲ | 21.4% | 560,368 | 3.8% | ETF |
VB Vanguard Small-Cap ETF | $21,506,479 | $9,553,482 ▼ | -30.8% | 94,083 | 2.8% | ETF |
VONV Vanguard Russell 1000 Value | $18,718,793 | $1,831,136 ▼ | -8.9% | 238,031 | 2.5% | ETF |
DFCF Dimensional Core Fixed Income ETF | $13,239,015 | $33,483,833 ▼ | -71.7% | 315,591 | 1.7% | ETF |
VBR Vanguard Small-Cap Value ETF | $12,914,099 | $9,930,365 ▼ | -43.5% | 67,303 | 1.7% | ETF |
DFUV Dimensional US Marketwide Value ETF | $12,659,442 | $1,915,509 ▼ | -13.1% | 309,522 | 1.7% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $12,120,883 | $11,553,901 ▲ | 2,037.8% | 194,432 | 1.6% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $11,458,819 | $11,458,819 ▲ | New Holding | 122,279 | 1.5% | ETF |
FNDF Schwab Fundamental International Large Company Index ETF | $7,023,169 | $475,037 ▼ | -6.3% | 197,225 | 0.9% | ETF |
SCHX Schwab US Large-Cap ETF | $6,076,958 | $731,685 ▼ | -10.7% | 97,921 | 0.8% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $6,071,873 | $375,960 ▲ | 6.6% | 74,566 | 0.8% | ETF |
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund | $5,428,360 | $1,111,897 ▲ | 25.8% | 103,456 | 0.7% | ETF |
XOM Exxon Mobil | $5,344,600 | $2,760,003 ▲ | 106.8% | 45,979 | 0.7% | Oils/Energy |
IVE iShares S&P 500 Value ETF | $5,319,256 | $118,999 ▲ | 2.3% | 28,474 | 0.7% | ETF |
IEFA iShares Core MSCI EAFE ETF | $5,110,075 | $276,100 ▼ | -5.1% | 68,850 | 0.7% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $4,372,492 | $636,325 ▲ | 17.0% | 104,680 | 0.6% | ETF |
SLYV SPDR S&P 600 Small CapValue ETF | $4,218,225 | $8,764,682 ▼ | -67.5% | 50,840 | 0.6% | ETF |
IWN iShares Russell 2000 Value ETF | $4,202,346 | $107,040 ▲ | 2.6% | 26,461 | 0.6% | ETF |
EEM iShares MSCI Emerging Markets ETF | $3,485,146 | $301,363 ▼ | -8.0% | 84,838 | 0.5% | Finance |
ISTB iShares Core 1-5 Year USD Bond ETF | $3,096,970 | $7,752,198 ▼ | -71.5% | 65,282 | 0.4% | Manufacturing |
VXF Vanguard Extended Market ETF | $2,823,571 | $27,924,765 ▼ | -90.8% | 16,109 | 0.4% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $2,644,168 | $9,000,802 ▼ | -77.3% | 61,435 | 0.3% | ETF |
EFA iShares MSCI EAFE ETF | $2,279,919 | $297,718 ▼ | -11.6% | 28,549 | 0.3% | Finance |
DFIV Dimensional International Value ETF | $2,149,090 | $303,369 ▲ | 16.4% | 58,479 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,134,293 | $885,627 ▼ | -29.3% | 4,080 | 0.3% | Finance |
VOO Vanguard S&P 500 ETF | $1,991,989 | $315,334 ▲ | 18.8% | 4,144 | 0.3% | ETF |
IWM iShares Russell 2000 ETF | $1,974,303 | $724,907 ▼ | -26.9% | 9,388 | 0.3% | Finance |
DFAT Dimensional U.S. Targeted Value ETF | $1,822,615 | $470,500 ▼ | -20.5% | 33,485 | 0.2% | ETF |
FBND Fidelity Total Bond ETF | $1,779,565 | $714,518 ▲ | 67.1% | 39,274 | 0.2% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $1,730,159 | $1,240,904 ▲ | 253.6% | 28,485 | 0.2% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $1,370,181 | $75,722 ▼ | -5.2% | 20,411 | 0.2% | ETF |
FNDX Schwab Fundamental U.S. Large Company Index ETF | $1,201,532 | $36,929 ▲ | 3.2% | 17,830 | 0.2% | ETF |
MSFT Microsoft | $1,094,007 | $647,740 ▲ | 145.1% | 2,601 | 0.1% | Computer and Technology |
DFAC Dimensional U.S. Core Equity 2 ETF | $1,004,770 | $15,080 ▲ | 1.5% | 31,448 | 0.1% | ETF |
AAPL Apple | $914,328 | $362,507 ▼ | -28.4% | 5,332 | 0.1% | Computer and Technology |
MCD McDonald's | $845,565 | $81,483 ▲ | 10.7% | 2,999 | 0.1% | Retail/Wholesale |
CVX Chevron | $821,752 | $382,485 ▲ | 87.1% | 5,210 | 0.1% | Oils/Energy |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | $755,815 | $755,815 ▲ | New Holding | 14,887 | 0.1% | Manufacturing |
SCZ iShares MSCI EAFE Small-Cap ETF | $697,658 | $203,864 ▼ | -22.6% | 11,016 | 0.1% | ETF |
AMZN Amazon.com | $612,307 | $9,559 ▲ | 1.6% | 3,395 | 0.1% | Retail/Wholesale |
SCHA Schwab US Small-Cap ETF | $603,264 | $310,914 ▼ | -34.0% | 12,251 | 0.1% | ETF |
VTI Vanguard Total Stock Market ETF | $593,807 | $87,317 ▼ | -12.8% | 2,285 | 0.1% | ETF |
DFAI Dimensional International Core Equity Market ETF | $580,001 | $44,120 ▼ | -7.1% | 19,193 | 0.1% | ETF |
BRK.B Berkshire Hathaway | $516,399 | | 0.0% | 1,228 | 0.1% | Finance |
COP ConocoPhillips | $495,448 | $215,080 ▲ | 76.7% | 3,893 | 0.1% | Oils/Energy |
MGC Vanguard Mega Cap ETF | $481,735 | $24,105 ▼ | -4.8% | 2,578 | 0.1% | ETF |
FNDA Schwab Fundamental U.S. Small Company Index ETF | $462,303 | $237,653 ▼ | -34.0% | 8,106 | 0.1% | ETF |
NSC Norfolk Southern | $451,361 | $450,087 ▲ | 35,320.0% | 1,771 | 0.1% | Transportation |
SCHF Schwab International Equity ETF | $442,437 | $121,661 ▼ | -21.6% | 11,339 | 0.1% | ETF |
QQQ Invesco QQQ | $436,191 | $13,770 ▼ | -3.1% | 982 | 0.1% | Finance |
IVW iShares S&P 500 Growth ETF | $405,039 | $338 ▼ | -0.1% | 4,797 | 0.1% | ETF |
BXSL Blackstone Secured Lending Fund | $359,534 | $359,534 ▲ | New Holding | 11,542 | 0.0% | Finance |
TSLA Tesla | $344,808 | $8,616 ▲ | 2.6% | 1,961 | 0.0% | Auto/Tires/Trucks |
AVLV Avantis U.S. Large Cap Value ETF | $322,699 | $322,699 ▲ | New Holding | 5,022 | 0.0% | ETF |
SCHB Schwab US Broad Market ETF | $320,222 | $794 ▲ | 0.2% | 5,245 | 0.0% | ETF |
NVDA NVIDIA | $266,551 | $1,807 ▲ | 0.7% | 295 | 0.0% | Computer and Technology |
SCHD Schwab US Dividend Equity ETF | $244,148 | $166,340 ▲ | 213.8% | 3,028 | 0.0% | ETF |
VNQ Vanguard Real Estate ETF | $228,153 | $255,829 ▼ | -52.9% | 2,638 | 0.0% | ETF |
VIG Vanguard Dividend Appreciation ETF | $217,371 | $12,421 ▼ | -5.4% | 1,190 | 0.0% | ETF |
VYM Vanguard High Dividend Yield ETF | $205,683 | | 0.0% | 1,700 | 0.0% | ETF |
PIMCO ETF TR
| $200,002 | $1,131,293 ▼ | -85.0% | 2,177 | 0.0% | ACTIVE BD ETF |
SDY SPDR S&P Dividend ETF | $196,925 | $27,044 ▲ | 15.9% | 1,500 | 0.0% | ETF |
MCK McKesson | $193,266 | | 0.0% | 360 | 0.0% | Medical |
VV Vanguard Large-Cap ETF | $187,472 | $4,795 ▼ | -2.5% | 782 | 0.0% | ETF |
ALL Allstate | $186,159 | | 0.0% | 1,076 | 0.0% | Finance |
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund | $177,271 | $177,271 ▲ | New Holding | 1,897 | 0.0% | ETF |
BSV Vanguard Short-Term Bond ETF | $176,780 | $135,306 ▼ | -43.4% | 2,306 | 0.0% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $174,589 | $47,491 ▼ | -21.4% | 1,783 | 0.0% | Finance |
V Visa | $171,912 | $151,818 ▲ | 755.6% | 616 | 0.0% | Business Services |
PEP PepsiCo | $171,908 | $33,261 ▲ | 24.0% | 982 | 0.0% | Consumer Staples |
HD Home Depot | $171,122 | $59,471 ▲ | 53.3% | 446 | 0.0% | Retail/Wholesale |
SLB Schlumberger | $163,010 | $162,243 ▲ | 21,142.9% | 2,974 | 0.0% | Oils/Energy |
SFNC Simmons First National | $162,550 | $812,847 ▼ | -83.3% | 8,353 | 0.0% | Finance |
JPM JPMorgan Chase & Co. | $157,575 | $87,898 ▲ | 126.1% | 787 | 0.0% | Finance |
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | $153,403 | $20,404 ▼ | -11.7% | 5,526 | 0.0% | ETF |
AVGO Broadcom | $151,890 | $44,907 ▲ | 42.0% | 115 | 0.0% | Computer and Technology |
MRK Merck & Co., Inc. | $144,190 | $65,301 ▲ | 82.8% | 1,093 | 0.0% | Medical |
PG Procter & Gamble | $142,423 | $78,998 ▲ | 124.6% | 878 | 0.0% | Consumer Staples |
SCHH Schwab U.S. REIT ETF | $141,994 | $9,074 ▼ | -6.0% | 6,995 | 0.0% | ETF |
AMAT Applied Materials | $141,885 | $139,204 ▲ | 5,192.3% | 688 | 0.0% | Computer and Technology |
CSCO Cisco Systems | $137,637 | $46,212 ▲ | 50.5% | 2,758 | 0.0% | Computer and Technology |
BND Vanguard Total Bond Market ETF | $135,605 | $1,119,776 ▼ | -89.2% | 1,867 | 0.0% | ETF |
IAU iShares Gold Trust | $133,719 | $1,176 ▲ | 0.9% | 3,183 | 0.0% | Finance |
LOW Lowe's Companies | $129,149 | $127,366 ▲ | 7,142.9% | 507 | 0.0% | Retail/Wholesale |
BAC Bank of America | $122,171 | $119,706 ▲ | 4,856.9% | 3,222 | 0.0% | Finance |
PRFD PIMCO Preferred and Capital Securities Active Exchange-Traded Fund | $118,795 | $118,795 ▲ | New Holding | 2,393 | 0.0% | ETF |
PYLD PIMCO Multi Sector Bond Active ETF | $110,654 | $110,654 ▲ | New Holding | 4,296 | 0.0% | ETF |
VGT Vanguard Information Technology ETF | $107,490 | | 0.0% | 205 | 0.0% | ETF |
ASML ASML | $106,950 | $99,172 ▲ | 1,275.0% | 110 | 0.0% | Computer and Technology |
CAT Caterpillar | $104,646 | $101,719 ▲ | 3,475.0% | 286 | 0.0% | Industrial Products |
FIDELITY WISE ORIGIN BITCOIN
| $103,517 | $103,517 ▲ | New Holding | 1,668 | 0.0% | SHS |
USRT iShares Core U.S. REIT ETF | $95,398 | $2,636 ▲ | 2.8% | 1,773 | 0.0% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $92,996 | $91,167 ▲ | 4,983.8% | 3,762 | 0.0% | ETF |
KO Coca-Cola | $84,729 | $31,873 ▲ | 60.3% | 1,385 | 0.0% | Consumer Staples |
SCHV Schwab U.S. Large-Cap Value ETF | $83,809 | $988 ▲ | 1.2% | 1,103 | 0.0% | ETF |
HON Honeywell International | $82,717 | $49,055 ▲ | 145.7% | 403 | 0.0% | Multi-Sector Conglomerates |
GOOGL Alphabet | $79,692 | $67,617 ▲ | 560.0% | 528 | 0.0% | Computer and Technology |
FNDC Schwab Fundamental International Small Cap Company Index ETF | $79,655 | $355 ▲ | 0.4% | 2,246 | 0.0% | ETF |
BLK BlackRock | $78,581 | $47,650 ▲ | 154.1% | 94 | 0.0% | Finance |
FALN iShares Fallen Angels USD Bond ETF | $76,860 | $82,072 ▼ | -51.6% | 2,861 | 0.0% | Manufacturing |
PM Philip Morris International | $73,178 | $53,670 ▲ | 275.1% | 799 | 0.0% | Consumer Staples |
TOL Toll Brothers | $72,316 | $1,035 ▲ | 1.5% | 559 | 0.0% | Construction |
PFE Pfizer | $71,002 | $35,543 ▲ | 100.2% | 2,559 | 0.0% | Medical |
ABBV AbbVie | $70,319 | $44,997 ▲ | 177.7% | 386 | 0.0% | Medical |
JNJ Johnson & Johnson | $69,157 | $49,375 ▲ | 249.6% | 437 | 0.0% | Medical |
AJG Arthur J. Gallagher & Co. | $67,970 | $57,725 ▲ | 563.4% | 272 | 0.0% | Finance |
BNDX Vanguard Total International Bond ETF | $64,362 | $92,705 ▼ | -59.0% | 1,308 | 0.0% | ETF |
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | $64,223 | $64,223 ▲ | New Holding | 7,832 | 0.0% | Financial Services |
PH Parker-Hannifin | $60,733 | $24,516 ▲ | 67.7% | 109 | 0.0% | Industrial Products |
SCHP Schwab U.S. TIPS ETF | $60,089 | $60,089 ▲ | New Holding | 1,152 | 0.0% | ETF |
FDX FedEx | $59,977 | $59,977 ▲ | New Holding | 207 | 0.0% | Transportation |
WMT Walmart | $58,163 | $51,547 ▲ | 779.1% | 967 | 0.0% | Retail/Wholesale |
UNH UnitedHealth Group | $57,880 | | 0.0% | 117 | 0.0% | Medical |
IWF iShares Russell 1000 Growth ETF | $56,636 | $37,757 ▲ | 200.0% | 168 | 0.0% | ETF |
AMD Advanced Micro Devices | $55,411 | $16,786 ▼ | -23.3% | 307 | 0.0% | Computer and Technology |
IWD iShares Russell 1000 Value ETF | $55,009 | $39,062 ▲ | 244.9% | 307 | 0.0% | ETF |
WY Weyerhaeuser | $54,045 | | 0.0% | 1,505 | 0.0% | Construction |
QCOM QUALCOMM | $52,747 | $87,743 ▼ | -62.5% | 312 | 0.0% | Computer and Technology |
EOG EOG Resources | $52,142 | $1,661 ▲ | 3.3% | 408 | 0.0% | Oils/Energy |
ET Energy Transfer | $50,113 | $50,113 ▲ | New Holding | 3,186 | 0.0% | Oils/Energy |
PRU Prudential Financial | $48,848 | $47,909 ▲ | 5,100.0% | 416 | 0.0% | Finance |
HPQ HP | $48,426 | $2,176 ▲ | 4.7% | 1,602 | 0.0% | Computer and Technology |
RTX RTX | $47,790 | $1,463 ▼ | -3.0% | 490 | 0.0% | Aerospace |
KMI Kinder Morgan | $45,386 | $21,382 ▲ | 89.1% | 2,475 | 0.0% | Oils/Energy |
NKE NIKE | $45,148 | $17,683 ▲ | 64.4% | 480 | 0.0% | Consumer Discretionary |
PLD Prologis | $44,722 | $23,339 ▲ | 109.1% | 343 | 0.0% | Finance |
DOW DOW | $44,316 | $31,977 ▲ | 259.2% | 765 | 0.0% | Basic Materials |
VFH Vanguard Financials ETF | $44,028 | $3,174 ▼ | -6.7% | 430 | 0.0% | ETF |
MET MetLife | $43,668 | $42,630 ▲ | 4,107.1% | 589 | 0.0% | Finance |
DE Deere & Company | $42,717 | $41,074 ▲ | 2,500.0% | 104 | 0.0% | Industrial Products |
ABT Abbott Laboratories | $42,619 | $17,957 ▲ | 72.8% | 375 | 0.0% | Medical |
TXN Texas Instruments | $42,508 | $2,265 ▼ | -5.1% | 244 | 0.0% | Computer and Technology |
VZ Verizon Communications | $41,700 | $39,854 ▲ | 2,159.1% | 994 | 0.0% | Computer and Technology |
LMT Lockheed Martin | $41,270 | $9,524 ▲ | 30.0% | 91 | 0.0% | Aerospace |
ORCL Oracle | $41,148 | $20,323 ▲ | 97.6% | 328 | 0.0% | Computer and Technology |
DIA SPDR Dow Jones Industrial Average ETF Trust | $39,776 | | 0.0% | 100 | 0.0% | Finance |
IJR iShares Core S&P Small-Cap ETF | $39,567 | $2,321 ▼ | -5.5% | 358 | 0.0% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $39,393 | $53,191 ▼ | -57.5% | 768 | 0.0% | Manufacturing |
ETN Eaton | $39,085 | | 0.0% | 125 | 0.0% | Industrial Products |
IBM International Business Machines | $37,898 | $23,543 ▲ | 164.0% | 198 | 0.0% | Computer and Technology |
XLE Energy Select Sector SPDR Fund | $37,764 | | 0.0% | 400 | 0.0% | ETF |
SO Southern | $37,445 | $36,441 ▲ | 3,628.6% | 522 | 0.0% | Utilities |
UPS United Parcel Service | $36,297 | $34,512 ▲ | 1,933.3% | 244 | 0.0% | Transportation |
PRF Invesco FTSE RAFI US 1000 ETF | $35,009 | $29,277 ▲ | 510.7% | 910 | 0.0% | ETF |
GE General Electric | $34,229 | | 0.0% | 195 | 0.0% | Transportation |
CMCSA Comcast | $33,352 | $25,719 ▲ | 336.9% | 769 | 0.0% | Consumer Discretionary |
CHENIERE ENERGY INC
| $32,902 | | 0.0% | 204 | 0.0% | COM NEW |
AZZ AZZ | $32,007 | $32,007 ▲ | New Holding | 414 | 0.0% | Industrial Products |
IWR iShares Russell Mid-Cap ETF | $31,933 | $17,479 ▲ | 120.9% | 380 | 0.0% | ETF |
ANET Arista Networks | $31,028 | $27,838 ▲ | 872.7% | 107 | 0.0% | Computer and Technology |
IP International Paper | $30,592 | | 0.0% | 784 | 0.0% | Basic Materials |
USB U.S. Bancorp | $30,000 | $30,000 ▲ | New Holding | 671 | 0.0% | Finance |
FITB Fifth Third Bancorp | $29,207 | $29,207 ▲ | New Holding | 785 | 0.0% | Finance |
CSX CSX | $29,195 | $29,195 ▲ | New Holding | 788 | 0.0% | Transportation |
GD General Dynamics | $28,944 | $28,944 ▲ | New Holding | 102 | 0.0% | Aerospace |
HPE Hewlett Packard Enterprise | $28,654 | $816 ▲ | 2.9% | 1,616 | 0.0% | Computer and Technology |
XLF Financial Select Sector SPDR Fund | $28,287 | $631 ▲ | 2.3% | 672 | 0.0% | ETF |
PANW Palo Alto Networks | $28,129 | $27,277 ▲ | 3,200.0% | 99 | 0.0% | Computer and Technology |
F Ford Motor | $27,028 | $25,740 ▲ | 1,997.9% | 2,035 | 0.0% | Auto/Tires/Trucks |
ESGV Vanguard ESG US Stock ETF | $26,805 | $5,305 ▲ | 24.7% | 288 | 0.0% | ETF |
TGT Target | $26,283 | $1,776 ▲ | 7.2% | 148 | 0.0% | Retail/Wholesale |
MMM 3M | $25,921 | $20,928 ▲ | 419.1% | 244 | 0.0% | Multi-Sector Conglomerates |
META Meta Platforms | $25,772 | $17,992 ▼ | -41.1% | 53 | 0.0% | Computer and Technology |
SOXX iShares Semiconductor ETF | $25,755 | $17,170 ▲ | 200.0% | 114 | 0.0% | ETF |
SUSA iShares MSCI USA ESG Select ETF | $25,561 | $5,899 ▲ | 30.0% | 234 | 0.0% | ETF |
MRNA Moderna | $24,936 | $28,346 ▼ | -53.2% | 234 | 0.0% | Medical |
MDLZ Mondelez International | $24,780 | | 0.0% | 354 | 0.0% | Consumer Staples |
LAMR Lamar Advertising | $24,743 | $24,743 ▲ | New Holding | 207 | 0.0% | Finance |
GLD SPDR Gold Shares | $24,275 | $1,646 ▼ | -6.3% | 118 | 0.0% | Finance |
MDT Medtronic | $24,109 | $22,020 ▲ | 1,054.2% | 277 | 0.0% | Medical |
T AT&T | $24,044 | $24,044 ▲ | New Holding | 1,366 | 0.0% | Computer and Technology |
RPM RPM International | $23,525 | $23,525 ▲ | New Holding | 198 | 0.0% | Construction |
AZN AstraZeneca | $23,510 | | 0.0% | 347 | 0.0% | Medical |
BK Bank of New York Mellon | $22,973 | $22,973 ▲ | New Holding | 399 | 0.0% | Finance |
PEG Public Service Enterprise Group | $22,130 | $21,729 ▲ | 5,416.7% | 331 | 0.0% | Utilities |
MSI Motorola Solutions | $22,009 | $355 ▼ | -1.6% | 62 | 0.0% | Computer and Technology |
SLV iShares Silver Trust | $22,000 | $228 ▼ | -1.0% | 967 | 0.0% | ETF |
FBIN Fortune Brands Innovations | $21,676 | $21,676 ▲ | New Holding | 256 | 0.0% | Retail/Wholesale |
PNC The PNC Financial Services Group | $21,559 | $20,262 ▲ | 1,562.5% | 133 | 0.0% | Finance |
ADP Automatic Data Processing | $21,478 | $499 ▲ | 2.4% | 86 | 0.0% | Business Services |
IUSG iShares Core S&P U.S. Growth ETF | $21,333 | $4,337 ▼ | -16.9% | 182 | 0.0% | Manufacturing |
MA Mastercard | $21,216 | $18,323 ▼ | -46.3% | 44 | 0.0% | Business Services |
SCHW Charles Schwab | $21,143 | $217 ▲ | 1.0% | 292 | 0.0% | Finance |
JETS U.S. Global Jets ETF | $21,010 | | 0.0% | 1,000 | 0.0% | ETF |
SBUX Starbucks | $20,508 | $15,198 ▼ | -42.6% | 224 | 0.0% | Retail/Wholesale |
ARKK ARK Innovation ETF | $20,283 | $20,283 ▲ | New Holding | 405 | 0.0% | ETF |
NVS Novartis | $20,120 | | 0.0% | 208 | 0.0% | Medical |
EMR Emerson Electric | $20,018 | $20,018 ▲ | New Holding | 176 | 0.0% | Industrial Products |
JCI Johnson Controls International | $19,587 | $19,587 ▲ | New Holding | 300 | 0.0% | Industrial Products |
J Jacobs Solutions | $19,562 | $19,254 ▲ | 6,250.0% | 127 | 0.0% | Business Services |
DHR Danaher | $19,547 | $19,547 ▲ | New Holding | 78 | 0.0% | Multi-Sector Conglomerates |
SCHE Schwab Emerging Markets Equity ETF | $18,928 | $986,603 ▼ | -98.1% | 750 | 0.0% | ETF |
YUM Yum! Brands | $18,857 | | 0.0% | 136 | 0.0% | Retail/Wholesale |
TTD Trade Desk | $18,796 | $8,393 ▼ | -30.9% | 215 | 0.0% | Computer and Technology |
EMN Eastman Chemical | $18,795 | $18,795 ▲ | New Holding | 188 | 0.0% | Basic Materials |
DMXF iShares ESG Advanced MSCI EAFE ETF | $18,685 | $4,637 ▲ | 33.0% | 274 | 0.0% | Manufacturing |
VSGX Vanguard ESG International Stock ETF | $18,590 | $5,525 ▲ | 42.3% | 323 | 0.0% | ETF |
MO Altria Group | $18,581 | $18,581 ▲ | New Holding | 426 | 0.0% | Consumer Staples |
GIS General Mills | $18,333 | | 0.0% | 262 | 0.0% | Consumer Staples |
CRWD CrowdStrike | $18,274 | | 0.0% | 57 | 0.0% | Computer and Technology |
TSCO Tractor Supply | $17,278 | $262 ▲ | 1.5% | 66 | 0.0% | Retail/Wholesale |
COST Costco Wholesale | $17,143 | $13,416 ▲ | 360.0% | 23 | 0.0% | Retail/Wholesale |
AEP American Electric Power | $17,134 | $16,703 ▲ | 3,880.0% | 199 | 0.0% | Utilities |
TSM Taiwan Semiconductor Manufacturing | $17,007 | | 0.0% | 125 | 0.0% | Computer and Technology |
UNP Union Pacific | $16,724 | | 0.0% | 68 | 0.0% | Transportation |
BA Boeing | $16,598 | $7,720 ▼ | -31.7% | 86 | 0.0% | Aerospace |
DD DuPont de Nemours | $16,331 | | 0.0% | 213 | 0.0% | Basic Materials |
WFC.PL Wells Fargo & Co. Pfd. Series L | $15,852 | $15,852 ▲ | New Holding | 13 | 0.0% | Finance |
HJEN Direxion Hydrogen ETF | $15,581 | $15,581 ▲ | New Holding | 1,407 | 0.0% | ETF |
CCI Crown Castle | $15,555 | $14,179 ▲ | 1,030.8% | 147 | 0.0% | Finance |
SPLV Invesco S&P 500 Low Volatility ETF | $15,414 | | 0.0% | 234 | 0.0% | ETF |
WPC W. P. Carey | $15,287 | $15,287 ▲ | New Holding | 271 | 0.0% | Finance |
C Citigroup | $15,229 | $13,207 ▲ | 653.1% | 241 | 0.0% | Finance |
PARA Paramount Global | $14,972 | | 0.0% | 1,272 | 0.0% | Consumer Discretionary |
SKYY First Trust Cloud Computing ETF | $14,818 | | 0.0% | 155 | 0.0% | Manufacturing |
FIVG Defiance Next Gen Connectivity ETF | $14,655 | | 0.0% | 375 | 0.0% | ETF |
SAVE Spirit Airlines | $14,520 | $2,420 ▼ | -14.3% | 3,000 | 0.0% | Transportation |
NUE Nucor | $14,051 | $13,061 ▲ | 1,320.0% | 71 | 0.0% | Basic Materials |
HBAN Huntington Bancshares | $13,999 | $13,999 ▲ | New Holding | 1,003 | 0.0% | Finance |
ITW Illinois Tool Works | $13,954 | | 0.0% | 52 | 0.0% | Industrial Products |
FNF Fidelity National Financial | $13,890 | $13,890 ▲ | New Holding | 262 | 0.0% | Finance |
ACN Accenture | $13,865 | $2,080 ▲ | 17.6% | 40 | 0.0% | Business Services |
SUB iShares Short-Term National Muni Bond ETF | $13,355 | $3,786 ▲ | 39.6% | 127 | 0.0% | ETF |
CVS CVS Health | $13,001 | | 0.0% | 163 | 0.0% | Retail/Wholesale |
DEO Diageo | $12,346 | $1,636 ▼ | -11.7% | 83 | 0.0% | Consumer Staples |
CTVA Corteva | $12,284 | | 0.0% | 213 | 0.0% | Consumer Staples |
GPC Genuine Parts | $11,930 | | 0.0% | 77 | 0.0% | Auto/Tires/Trucks |
SMH VanEck Semiconductor ETF | $11,925 | $11,925 ▲ | New Holding | 53 | 0.0% | Manufacturing |
OMC Omnicom Group | $11,708 | | 0.0% | 121 | 0.0% | Business Services |
WSO Watsco | $11,664 | | 0.0% | 27 | 0.0% | Construction |
CI The Cigna Group | $11,623 | $8,354 ▲ | 255.6% | 32 | 0.0% | Medical |
UBER Uber Technologies | $11,549 | $1,155 ▲ | 11.1% | 150 | 0.0% | Computer and Technology |
XLU Utilities Select Sector SPDR Fund | $11,227 | | 0.0% | 171 | 0.0% | ETF |
GILD Gilead Sciences | $11,123 | $11,123 ▲ | New Holding | 152 | 0.0% | Medical |
ES Eversource Energy | $11,118 | $299 ▼ | -2.6% | 186 | 0.0% | Utilities |
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund | $11,105 | | 0.0% | 460 | 0.0% | Finance |
PEAK Healthpeak Properties | $11,057 | $11,057 ▲ | New Holding | 590 | 0.0% | Finance |
RSPN Invesco S&P 500 Equal Weight Industrials ETF | $10,832 | $10,832 ▲ | New Holding | 227 | 0.0% | ETF |
GLPI Gaming and Leisure Properties | $10,770 | $10,770 ▲ | New Holding | 234 | 0.0% | Finance |
BANK AMERICA CORP
| $10,744 | $10,744 ▲ | New Holding | 9 | 0.0% | 7.25%CNV PFD L |
ISHARES BITCOIN TR
| $10,239 | $10,239 ▲ | New Holding | 253 | 0.0% | SHS |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $10,236 | $3,063 ▲ | 42.7% | 254 | 0.0% | ETF |
SHOP Shopify | $10,033 | | 0.0% | 130 | 0.0% | Computer and Technology |
CNP CenterPoint Energy | $9,516 | | 0.0% | 334 | 0.0% | Utilities |
ABUS Arbutus Biopharma | $9,288 | $9,675 ▼ | -51.0% | 3,600 | 0.0% | Medical |
PSX Phillips 66 | $8,985 | $52,766 ▼ | -85.4% | 55 | 0.0% | Oils/Energy |
VT Vanguard Total World Stock ETF | $8,957 | $221 ▲ | 2.5% | 81 | 0.0% | ETF |
LDEM iShares ESG MSCI EM Leaders ETF | $8,871 | $2,986 ▲ | 50.7% | 202 | 0.0% | Manufacturing |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $8,827 | $3,756 ▲ | 74.1% | 188 | 0.0% | ETF |
VCEB Vanguard ESG U.S. Corporate Bond ETF | $8,659 | $3,263 ▲ | 60.5% | 138 | 0.0% | ETF |
DFSV Dimensional US Small Cap Value ETF | $8,546 | $903 ▲ | 11.8% | 284 | 0.0% | ETF |
WMB Williams Companies | $8,379 | | 0.0% | 215 | 0.0% | Oils/Energy |
SQ Block | $8,289 | $1,861 ▼ | -18.3% | 98 | 0.0% | Business Services |
CFG Citizens Financial Group | $8,131 | $8,131 ▲ | New Holding | 224 | 0.0% | Finance |
ZBRA Zebra Technologies | $7,235 | | 0.0% | 24 | 0.0% | Industrial Products |
PYPL PayPal | $7,235 | $1,809 ▼ | -20.0% | 108 | 0.0% | Computer and Technology |
SHEL Shell | $6,947 | $34,668 ▼ | -83.3% | 104 | 0.0% | Oils/Energy |
MS Morgan Stanley | $6,592 | $659 ▲ | 11.1% | 70 | 0.0% | Finance |
AXP American Express | $6,491 | $895 ▼ | -12.1% | 29 | 0.0% | Finance |
VDE Vanguard Energy ETF | $6,466 | $264 ▲ | 4.3% | 49 | 0.0% | ETF |
FTNT Fortinet | $6,353 | $6,011 ▲ | 1,760.0% | 93 | 0.0% | Computer and Technology |
BP BP | $6,180 | $6,180 ▲ | New Holding | 164 | 0.0% | Oils/Energy |
NFLX Netflix | $6,074 | $1,215 ▼ | -16.7% | 10 | 0.0% | Consumer Discretionary |
GEHC GE HealthCare Technologies | $5,910 | $5,910 ▲ | New Holding | 65 | 0.0% | Medical |
YUMC Yum China | $5,293 | | 0.0% | 133 | 0.0% | Retail/Wholesale |
XLK Technology Select Sector SPDR Fund | $5,207 | $18,745 ▼ | -78.3% | 25 | 0.0% | ETF |
QRVO Qorvo | $5,053 | | 0.0% | 44 | 0.0% | Computer and Technology |
PAYC Paycom Software | $4,976 | | 0.0% | 25 | 0.0% | Computer and Technology |
PEY Invesco High Yield Equity Dividend Achievers ETF | $4,956 | | 0.0% | 240 | 0.0% | ETF |
GT Goodyear Tire & Rubber | $4,943 | | 0.0% | 360 | 0.0% | Auto/Tires/Trucks |
VONG Vanguard Russell 1000 Growth ETF | $4,822 | $86 ▲ | 1.8% | 56 | 0.0% | ETF |
HAL Halliburton | $4,494 | $4,494 ▲ | New Holding | 114 | 0.0% | Oils/Energy |
SWKS Skyworks Solutions | $4,442 | | 0.0% | 41 | 0.0% | Computer and Technology |
SLVM Sylvamo | $4,384 | | 0.0% | 71 | 0.0% | Basic Materials |
NCLH Norwegian Cruise Line | $4,186 | | 0.0% | 200 | 0.0% | Consumer Discretionary |
SMCI Super Micro Computer | $4,041 | $4,041 ▲ | New Holding | 4 | 0.0% | Computer and Technology |
PGX Invesco Preferred ETF | $3,945 | $3,945 ▲ | New Holding | 332 | 0.0% | ETF |
ZM Zoom Video Communications | $3,465 | | 0.0% | 53 | 0.0% | Computer and Technology |
EPAM EPAM Systems | $3,314 | | 0.0% | 12 | 0.0% | Computer and Technology |
ZION Zions Bancorporation, National Association | $3,189 | $3,189 ▲ | New Holding | 73 | 0.0% | Finance |
DOCU DocuSign | $3,157 | | 0.0% | 53 | 0.0% | Business Services |
NVO Novo Nordisk A/S | $3,082 | $3,082 ▲ | New Holding | 24 | 0.0% | Medical |
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF | $2,942 | $2,942 ▲ | New Holding | 120 | 0.0% | ETF |
LINDE PLC
| $2,786 | $2,786 ▲ | New Holding | 6 | 0.0% | SHS |
DFAU Dimensional US Core Equity Market ETF | $2,771 | $36 ▲ | 1.3% | 76 | 0.0% | ETF |
CRM Salesforce | $2,711 | $2,711 ▲ | New Holding | 9 | 0.0% | Computer and Technology |
CC Chemours | $2,626 | | 0.0% | 100 | 0.0% | Basic Materials |
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $2,594 | $2,594 ▲ | New Holding | 27 | 0.0% | ETF |
NEOG Neogen | $2,557 | | 0.0% | 162 | 0.0% | Medical |
BBVA Banco Bilbao Vizcaya Argentaria | $2,546 | $166 ▼ | -6.1% | 215 | 0.0% | Finance |
TJX TJX Companies | $2,536 | $710 ▲ | 38.9% | 25 | 0.0% | Retail/Wholesale |
ADBE Adobe | $2,523 | $505 ▼ | -16.7% | 5 | 0.0% | Computer and Technology |
DDOG Datadog | $2,472 | $618 ▲ | 33.3% | 20 | 0.0% | Computer and Technology |
VTEB Vanguard Tax-Exempt Bond ETF | $2,430 | $101 ▲ | 4.3% | 48 | 0.0% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $2,418 | $7,665 ▼ | -76.0% | 53 | 0.0% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $2,413 | $9,954 ▼ | -80.5% | 32 | 0.0% | ETF |
ISRG Intuitive Surgical | $2,395 | | 0.0% | 6 | 0.0% | Medical |
KRO Kronos Worldwide | $2,360 | $2,360 ▲ | New Holding | 200 | 0.0% | Basic Materials |
SAP SAP | $2,341 | $390 ▼ | -14.3% | 12 | 0.0% | Computer and Technology |
NOW ServiceNow | $2,288 | $2,288 ▲ | New Holding | 3 | 0.0% | Computer and Technology |
IQV IQVIA | $2,277 | $253 ▲ | 12.5% | 9 | 0.0% | Medical |
PGR Progressive | $2,276 | | 0.0% | 11 | 0.0% | Finance |
BSX Boston Scientific | $2,261 | $206 ▼ | -8.3% | 33 | 0.0% | Medical |
STAA STAAR Surgical | $2,221 | | 0.0% | 58 | 0.0% | Medical |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $2,220 | $2,220 ▲ | New Holding | 19 | 0.0% | ETF |
INTC Intel | $2,209 | $1,060 ▼ | -32.4% | 50 | 0.0% | Computer and Technology |
HSBC HSBC | $2,205 | $118 ▼ | -5.1% | 56 | 0.0% | Finance |
APH Amphenol | $2,192 | $346 ▼ | -13.6% | 19 | 0.0% | Computer and Technology |
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF | $2,161 | $2,161 ▲ | New Holding | 55 | 0.0% | Manufacturing |
SMFG Sumitomo Mitsui Financial Group | $2,154 | | 0.0% | 183 | 0.0% | Finance |
SYK Stryker | $2,148 | $716 ▼ | -25.0% | 6 | 0.0% | Medical |
GDDY GoDaddy | $2,137 | | 0.0% | 18 | 0.0% | Computer and Technology |
DUK Duke Energy | $2,128 | $11,607 ▼ | -84.5% | 22 | 0.0% | Utilities |
SPGI S&P Global | $2,128 | $426 ▼ | -16.7% | 5 | 0.0% | Business Services |
TMUS T-Mobile US | $2,122 | $490 ▲ | 30.0% | 13 | 0.0% | Computer and Technology |
NRG NRG Energy | $2,099 | | 0.0% | 31 | 0.0% | Utilities |
DIS Walt Disney | $2,081 | $6,365 ▼ | -75.4% | 17 | 0.0% | Consumer Discretionary |
ELV Elevance Health | $2,075 | $519 ▲ | 33.3% | 4 | 0.0% | Medical |
ICE Intercontinental Exchange | $2,062 | | 0.0% | 15 | 0.0% | Finance |
EWTX Edgewise Therapeutics | $2,025 | $2,025 ▲ | New Holding | 111 | 0.0% | Medical |
VOE Vanguard Mid-Cap Value ETF | $1,990 | $153 ▲ | 8.3% | 13 | 0.0% | ETF |
INTU Intuit | $1,950 | | 0.0% | 3 | 0.0% | Computer and Technology |
LRCX Lam Research | $1,944 | $1,944 ▼ | -50.0% | 2 | 0.0% | Computer and Technology |
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF | $1,940 | $1,940 ▲ | New Holding | 59 | 0.0% | ETF |
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF | $1,937 | $13,013 ▼ | -87.0% | 39 | 0.0% | ETF |
FLTB Fidelity Limited Term Bond ETF | $1,913 | $1,913 ▲ | New Holding | 39 | 0.0% | ETF |
PCAR PACCAR | $1,859 | $620 ▲ | 50.0% | 15 | 0.0% | Auto/Tires/Trucks |
KMB Kimberly-Clark | $1,811 | $1,811 ▲ | New Holding | 14 | 0.0% | Consumer Staples |
SNOW Snowflake | $1,778 | $647 ▲ | 57.1% | 11 | 0.0% | Computer and Technology |
WELL Welltower | $1,776 | $1,776 ▲ | New Holding | 19 | 0.0% | Finance |
UBS UBS Group | $1,752 | $338 ▲ | 23.9% | 57 | 0.0% | Finance |
WAT Waters | $1,722 | $689 ▲ | 66.7% | 5 | 0.0% | Medical |
SNPS Synopsys | $1,715 | $572 ▼ | -25.0% | 3 | 0.0% | Computer and Technology |
STLA Stellantis | $1,698 | $538 ▼ | -24.1% | 60 | 0.0% | Auto/Tires/Trucks |
GS The Goldman Sachs Group | $1,671 | | 0.0% | 4 | 0.0% | Finance |
DXCM DexCom | $1,665 | | 0.0% | 12 | 0.0% | Medical |
EQIX Equinix | $1,651 | | 0.0% | 2 | 0.0% | Finance |
AKAM Akamai Technologies | $1,632 | $1,632 ▲ | New Holding | 15 | 0.0% | Computer and Technology |
WBD Warner Bros. Discovery | $1,616 | | 0.0% | 185 | 0.0% | Consumer Discretionary |
ACHR Archer Aviation | $1,608 | $1,608 ▲ | New Holding | 348 | 0.0% | Aerospace |
HMC Honda Motor | $1,601 | | 0.0% | 43 | 0.0% | Auto/Tires/Trucks |
FI Fiserv | $1,599 | $1,599 ▲ | New Holding | 10 | 0.0% | Business Services |
WST West Pharmaceutical Services | $1,583 | | 0.0% | 4 | 0.0% | Medical |
NGG National Grid | $1,570 | $1,570 ▲ | New Holding | 23 | 0.0% | Utilities |
KVUE Kenvue | $1,567 | $1,567 ▲ | New Holding | 73 | 0.0% | Consumer Staples |
CB Chubb | $1,555 | $518 ▲ | 50.0% | 6 | 0.0% | Finance |
RPRX Royalty Pharma | $1,549 | $456 ▲ | 41.7% | 51 | 0.0% | Finance |
VLO Valero Energy | $1,537 | | 0.0% | 9 | 0.0% | Oils/Energy |
HLN Haleon | $1,529 | $1,529 ▲ | New Holding | 180 | 0.0% | Medical |
WIX Wix.com | $1,513 | $1,513 ▲ | New Holding | 11 | 0.0% | Computer and Technology |
WM Waste Management | $1,493 | | 0.0% | 7 | 0.0% | Business Services |
VTRS Viatris | $1,481 | | 0.0% | 124 | 0.0% | Medical |
ELAN Elanco Animal Health | $1,466 | $538 ▼ | -26.8% | 90 | 0.0% | Medical |
KLAC KLA | $1,398 | | 0.0% | 2 | 0.0% | Computer and Technology |
NTAP NetApp | $1,365 | $210 ▼ | -13.3% | 13 | 0.0% | Computer and Technology |
ZTS Zoetis | $1,354 | $677 ▼ | -33.3% | 8 | 0.0% | Medical |
CL Colgate-Palmolive | $1,351 | $180 ▼ | -11.8% | 15 | 0.0% | Consumer Staples |
APO Apollo Global Management | $1,350 | $1,350 ▲ | New Holding | 12 | 0.0% | Finance |
ICLR ICON Public | $1,344 | $1,344 ▲ | New Holding | 4 | 0.0% | Medical |
OGN Organon & Co. | $1,335 | $338 ▲ | 34.0% | 71 | 0.0% | Medical |
MTD Mettler-Toledo International | $1,332 | | 0.0% | 1 | 0.0% | Computer and Technology |
SPOT Spotify Technology | $1,320 | $1,320 ▲ | New Holding | 5 | 0.0% | Business Services |
CME CME Group | $1,292 | $1,292 ▲ | New Holding | 6 | 0.0% | Finance |
PINS Pinterest | $1,283 | $1,283 ▲ | New Holding | 37 | 0.0% | Computer and Technology |
CDW CDW | $1,279 | $1,279 ▲ | New Holding | 5 | 0.0% | Computer and Technology |
NET Cloudflare | $1,259 | $1,259 ▲ | New Holding | 13 | 0.0% | Computer and Technology |
NBIX Neurocrine Biosciences | $1,242 | $414 ▼ | -25.0% | 9 | 0.0% | Medical |
D Dominion Energy | $1,230 | $1,230 ▲ | New Holding | 25 | 0.0% | Utilities |
MLM Martin Marietta Materials | $1,228 | $1,228 ▲ | New Holding | 2 | 0.0% | Construction |
IAC IAC | $1,227 | $213 ▼ | -14.8% | 23 | 0.0% | Multi-Sector Conglomerates |
HRL Hormel Foods | $1,222 | $1,222 ▲ | New Holding | 35 | 0.0% | Consumer Staples |
AER AerCap | $1,217 | $1,217 ▲ | New Holding | 14 | 0.0% | Finance |
BUD Anheuser-Busch InBev SA/NV | $1,216 | $1,216 ▲ | New Holding | 20 | 0.0% | Consumer Staples |
BCS Barclays | $1,210 | | 0.0% | 128 | 0.0% | Finance |
CRH PLC
| $1,208 | $1,208 ▲ | New Holding | 14 | 0.0% | ORD |
ZBH Zimmer Biomet | $1,188 | | 0.0% | 9 | 0.0% | Medical |
ADI Analog Devices | $1,187 | | 0.0% | 6 | 0.0% | Computer and Technology |
MCO Moody's | $1,180 | $1,180 ▲ | New Holding | 3 | 0.0% | Finance |
SPYG SPDR Portfolio S&P 500 Growth ETF | $1,171 | | 0.0% | 16 | 0.0% | ETF |
RELX Relx | $1,169 | $1,169 ▲ | New Holding | 27 | 0.0% | Computer and Technology |
WAB Westinghouse Air Brake Technologies | $1,166 | | 0.0% | 8 | 0.0% | Transportation |
LYG Lloyds Banking Group | $1,166 | $215 ▼ | -15.6% | 450 | 0.0% | Finance |
O Realty Income | $1,137 | $271 ▼ | -19.2% | 21 | 0.0% | Finance |
ORLY O'Reilly Automotive | $1,129 | | 0.0% | 1 | 0.0% | Retail/Wholesale |
CEG Constellation Energy | $1,110 | | 0.0% | 6 | 0.0% | Oils/Energy |
ANIP ANI Pharmaceuticals | $1,107 | $1,107 ▲ | New Holding | 16 | 0.0% | Medical |
EXAS Exact Sciences | $1,105 | $760 ▼ | -40.7% | 16 | 0.0% | Medical |
SPG Simon Property Group | $1,096 | $1,096 ▲ | New Holding | 7 | 0.0% | Finance |
KEYS Keysight Technologies | $1,095 | | 0.0% | 7 | 0.0% | Computer and Technology |
PBH Prestige Consumer Healthcare | $1,089 | | 0.0% | 15 | 0.0% | Medical |
IDXX IDEXX Laboratories | $1,080 | $11,880 ▼ | -91.7% | 2 | 0.0% | Medical |
PXD Pioneer Natural Resources | $1,050 | | 0.0% | 4 | 0.0% | Oils/Energy |
SHW Sherwin-Williams | $1,042 | $1,042 ▲ | New Holding | 3 | 0.0% | Construction |
TTWO Take-Two Interactive Software | $1,040 | | 0.0% | 7 | 0.0% | Consumer Discretionary |
BRKR Bruker | $1,034 | $1,034 ▲ | New Holding | 11 | 0.0% | Computer and Technology |
MMC Marsh & McLennan Companies | $1,030 | | 0.0% | 5 | 0.0% | Finance |
DVAX Dynavax Technologies | $1,006 | $1,006 ▲ | New Holding | 81 | 0.0% | Medical |
AON AON | $1,002 | $668 ▲ | 200.0% | 3 | 0.0% | Finance |
NL NL Industries | $997 | $997 ▲ | New Holding | 136 | 0.0% | Basic Materials |
DFLV Dimensional US Large Cap Value ETF | $993 | $993 ▲ | New Holding | 33 | 0.0% | ETF |
BHE Benchmark Electronics | $991 | $180 ▼ | -15.4% | 33 | 0.0% | Computer and Technology |
APD Air Products and Chemicals | $970 | | 0.0% | 4 | 0.0% | Basic Materials |
NEE NextEra Energy | $959 | $21,737 ▼ | -95.8% | 15 | 0.0% | Utilities |
NOC Northrop Grumman | $958 | | 0.0% | 2 | 0.0% | Aerospace |
QS QuantumScape | $957 | | 0.0% | 152 | 0.0% | Auto/Tires/Trucks |
LGND Ligand Pharmaceuticals | $951 | $951 ▲ | New Holding | 13 | 0.0% | Medical |
MNST Monster Beverage | $949 | $475 ▲ | 100.0% | 16 | 0.0% | Consumer Staples |
BH Biglari | $949 | $949 ▲ | New Holding | 5 | 0.0% | Retail/Wholesale |
VRSN VeriSign | $948 | | 0.0% | 5 | 0.0% | Computer and Technology |
EQNR Equinor ASA | $947 | $216 ▲ | 29.6% | 35 | 0.0% | Oils/Energy |
IWS iShares Russell Mid-Cap Value ETF | $923 | | 0.0% | 7 | 0.0% | ETF |
TDY Teledyne Technologies | $859 | $859 ▲ | New Holding | 2 | 0.0% | Aerospace |
SONY Sony Group | $858 | $858 ▲ | New Holding | 10 | 0.0% | Consumer Discretionary |
OXY Occidental Petroleum | $845 | | 0.0% | 13 | 0.0% | Oils/Energy |
SQSP Squarespace | $839 | $839 ▲ | New Holding | 23 | 0.0% | Computer and Technology |
VOD Vodafone Group Public | $828 | $828 ▲ | New Holding | 93 | 0.0% | Computer and Technology |
ZD Ziff Davis | $820 | $820 ▲ | New Holding | 13 | 0.0% | Computer and Technology |
STZ Constellation Brands | $816 | | 0.0% | 3 | 0.0% | Consumer Staples |
FANG Diamondback Energy | $793 | | 0.0% | 4 | 0.0% | Oils/Energy |
SNX TD SYNNEX | $792 | $792 ▲ | New Holding | 7 | 0.0% | Computer and Technology |
AMT American Tower | $791 | $791 ▲ | New Holding | 4 | 0.0% | Finance |
RSG Republic Services | $766 | | 0.0% | 4 | 0.0% | Business Services |
DNLI Denali Therapeutics | $739 | $739 ▲ | New Holding | 36 | 0.0% | Medical |
RGEN Repligen | $736 | $736 ▲ | New Holding | 4 | 0.0% | Medical |
ROST Ross Stores | $734 | $734 ▲ | New Holding | 5 | 0.0% | Retail/Wholesale |
TWLO Twilio | $734 | $734 ▲ | New Holding | 12 | 0.0% | Computer and Technology |
JAZZ Jazz Pharmaceuticals | $723 | $482 ▼ | -40.0% | 6 | 0.0% | Medical |
LKQ LKQ | $695 | $321 ▼ | -31.6% | 13 | 0.0% | Auto/Tires/Trucks |
TRV Travelers Companies | $691 | | 0.0% | 3 | 0.0% | Finance |
CTAS Cintas | $688 | | 0.0% | 1 | 0.0% | Industrial Products |
EXC Exelon | $677 | | 0.0% | 18 | 0.0% | Utilities |
JBL Jabil | $670 | | 0.0% | 5 | 0.0% | Computer and Technology |
AMPH Amphastar Pharmaceuticals | $659 | | 0.0% | 15 | 0.0% | Medical |
PAG Penske Automotive Group | $648 | $648 ▲ | New Holding | 4 | 0.0% | Retail/Wholesale |
KDP Keurig Dr Pepper | $645 | $31 ▼ | -4.5% | 21 | 0.0% | Consumer Staples |
HLT Hilton Worldwide | $640 | | 0.0% | 3 | 0.0% | Consumer Discretionary |
CDNS Cadence Design Systems | $623 | | 0.0% | 2 | 0.0% | Computer and Technology |
NEM Newmont | $610 | $610 ▲ | New Holding | 17 | 0.0% | Basic Materials |
AFL Aflac | $602 | | 0.0% | 7 | 0.0% | Finance |
TS Tenaris | $590 | | 0.0% | 15 | 0.0% | Industrial Products |
CPB Campbell Soup | $578 | | 0.0% | 13 | 0.0% | Consumer Staples |
SRE Sempra | $575 | $288 ▲ | 100.0% | 8 | 0.0% | Utilities |
MTRN Materion | $527 | | 0.0% | 4 | 0.0% | Basic Materials |
ULTA Ulta Beauty | $523 | | 0.0% | 1 | 0.0% | Retail/Wholesale |
ARCC Ares Capital | $521 | | 0.0% | 25 | 0.0% | Finance |
DVN Devon Energy | $502 | | 0.0% | 10 | 0.0% | Oils/Energy |
CSWC Capital Southwest | $500 | | 0.0% | 20 | 0.0% | Finance |
CHKP Check Point Software Technologies | $493 | | 0.0% | 3 | 0.0% | Computer and Technology |
INVA Innoviva | $488 | | 0.0% | 32 | 0.0% | Medical |
OKE ONEOK | $482 | | 0.0% | 6 | 0.0% | Oils/Energy |
VRSK Verisk Analytics | $472 | | 0.0% | 2 | 0.0% | Business Services |
PLUS ePlus | $472 | | 0.0% | 6 | 0.0% | Computer and Technology |
TAP Molson Coors Beverage | $471 | | 0.0% | 7 | 0.0% | Consumer Staples |
VEEV Veeva Systems | $464 | $464 ▲ | New Holding | 2 | 0.0% | Computer and Technology |
FAST Fastenal | $463 | | 0.0% | 6 | 0.0% | Retail/Wholesale |
MAT Mattel | $453 | $118 ▲ | 35.3% | 23 | 0.0% | Consumer Discretionary |
TRGP Targa Resources | $448 | | 0.0% | 4 | 0.0% | Oils/Energy |
ODFL Old Dominion Freight Line | $439 | $220 ▲ | 100.0% | 2 | 0.0% | Transportation |
VHI Valhi | $430 | $430 ▲ | New Holding | 25 | 0.0% | Basic Materials |
AMC ENTMT HLDGS INC
| $421 | $421 ▲ | New Holding | 113 | 0.0% | CL A NEW |
ITCI Intra-Cellular Therapies | $416 | | 0.0% | 6 | 0.0% | Medical |
NUSCALE PWR CORP
| $416 | $416 ▲ | New Holding | 520 | 0.0% | *W EXP 05/02/202 |
HIG The Hartford Financial Services Group | $413 | | 0.0% | 4 | 0.0% | Finance |
BUNGE GLOBAL SA
| $411 | $411 ▲ | New Holding | 4 | 0.0% | COM SHS |
WRK WestRock | $410 | $256 ▲ | 166.7% | 8 | 0.0% | Basic Materials |
AVT Avnet | $397 | | 0.0% | 8 | 0.0% | Computer and Technology |
ARGX argenx | $394 | | 0.0% | 1 | 0.0% | Medical |
SRPT Sarepta Therapeutics | $389 | | 0.0% | 3 | 0.0% | Medical |
PAYX Paychex | $369 | | 0.0% | 3 | 0.0% | Business Services |
ED Consolidated Edison | $364 | | 0.0% | 4 | 0.0% | Utilities |
MVST Microvast | $362 | | 0.0% | 432 | 0.0% | Business Services |
SCSC ScanSource | $353 | | 0.0% | 8 | 0.0% | Industrial Products |
K Kellanova | $344 | | 0.0% | 6 | 0.0% | Consumer Discretionary |
LMND Lemonade | $296 | | 0.0% | 18 | 0.0% | Finance |
MASI Masimo | $294 | $294 ▲ | New Holding | 2 | 0.0% | Medical |
RYVYL INC
| $294 | $294 ▲ | New Holding | 101 | 0.0% | COM |
ALKS Alkermes | $244 | | 0.0% | 9 | 0.0% | Medical |
LFUS Littelfuse | $243 | | 0.0% | 1 | 0.0% | Computer and Technology |
EXEL Exelixis | $238 | | 0.0% | 10 | 0.0% | Medical |
HOLX Hologic | $234 | | 0.0% | 3 | 0.0% | Medical |
NOK Nokia Oyj | $234 | $57 ▼ | -19.5% | 66 | 0.0% | Computer and Technology |
UTHR United Therapeutics | $230 | | 0.0% | 1 | 0.0% | Medical |
FLEX Flex | $172 | | 0.0% | 6 | 0.0% | Computer and Technology |
HRMY Harmony Biosciences | $168 | | 0.0% | 5 | 0.0% | Medical |
NIO NIO | $122 | | 0.0% | 27 | 0.0% | Auto/Tires/Trucks |
SCHK Schwab 1000 Index ETF | $103 | $103 ▲ | New Holding | 2 | 0.0% | ETF |
SBLK Star Bulk Carriers | $96 | $96 ▲ | New Holding | 4 | 0.0% | Transportation |
UPST Upstart | $81 | $27 ▲ | 50.0% | 3 | 0.0% | Computer and Technology |
OPEN Opendoor Technologies | $76 | $15 ▲ | 25.0% | 25 | 0.0% | Business Services |
NFGC New Found Gold | $74 | | 0.0% | 20 | 0.0% | Basic Materials |
SEDG SolarEdge Technologies | $71 | | 0.0% | 1 | 0.0% | Oils/Energy |
PLTR Palantir Technologies | $70 | $70 ▲ | New Holding | 3 | 0.0% | Business Services |
NXT Nextracker | $57 | $57 ▲ | New Holding | 1 | 0.0% | Oils/Energy |
SBSW Sibanye Stillwater | $48 | | 0.0% | 10 | 0.0% | Basic Materials |
KIDPIK CORP
| $28 | $28 ▲ | New Holding | 6 | 0.0% | COM NEW |
WK KELLOGG CO
| $19 | $19 ▲ | New Holding | 1 | 0.0% | COM SHS |
BB BlackBerry | $9 | | 0.0% | 3 | 0.0% | Computer and Technology |
CENNTRO INC
| $2 | $2 ▲ | New Holding | 1 | 0.0% | COM |
SCHZ Schwab U.S. Aggregate Bond ETF | $1 | $∞ ▼ | -100.0% | 0 | 0.0% | ETF |
JCPB JPMorgan Core Plus Bond ETF | $0 | $35,335 ▼ | -100.0% | 0 | 0.0% | ETF |
MU Micron Technology | $0 | $34,986 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
COR Cencora | $0 | $33,142 ▼ | -100.0% | 0 | 0.0% | Medical |
FUTU Futu | $0 | $28,455 ▼ | -100.0% | 0 | 0.0% | Business Services |
VNQI Vanguard Global ex-U.S. Real Estate ETF | $0 | $15,565 ▼ | -100.0% | 0 | 0.0% | ETF |
VBK Vanguard Small-Cap Growth ETF | $0 | $11,632 ▼ | -100.0% | 0 | 0.0% | ETF |
NEXTERA ENERGY INC
| $0 | $10,140 ▼ | -100.0% | 0 | 0.0% | UNIT 03/01/2023 |
VIOO Vanguard S&P Small-Cap 600 ETF | $0 | $9,575 ▼ | -100.0% | 0 | 0.0% | ETF |
SAM Boston Beer | $0 | $7,909 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
TTC Toro | $0 | $5,074 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
AMC ENTMT HLDGS INC
| $0 | $4,070 ▼ | -100.0% | 0 | 0.0% | CL A COM |
SIVBQ SVB Financial Group | $0 | $3,913 ▼ | -100.0% | 0 | 0.0% | Finance |
FVRR Fiverr International | $0 | $3,643 ▼ | -100.0% | 0 | 0.0% | Retail/Wholesale |
EL Estée Lauder Companies | $0 | $1,737 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
UL Unilever | $0 | $1,712 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
VRTV Veritiv | $0 | $1,704 ▼ | -100.0% | 0 | 0.0% | Basic Materials |
LINDE PLC
| $0 | $1,631 ▼ | -100.0% | 0 | 0.0% | SHS |
HUM Humana | $0 | $1,537 ▼ | -100.0% | 0 | 0.0% | Medical |
MTCH Match Group | $0 | $1,494 ▼ | -100.0% | 0 | 0.0% | Retail/Wholesale |
HZNP Horizon Therapeutics Public | $0 | $1,480 ▼ | -100.0% | 0 | 0.0% | Medical |
DG Dollar General | $0 | $1,478 ▼ | -100.0% | 0 | 0.0% | Retail/Wholesale |
AVTR Avantor | $0 | $1,350 ▼ | -100.0% | 0 | 0.0% | Medical |
TRMB Trimble | $0 | $1,315 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
RMD ResMed | $0 | $1,249 ▼ | -100.0% | 0 | 0.0% | Medical |
ABBNY ABB | $0 | $1,219 ▼ | -100.0% | 0 | 0.0% | Industrial Products |
XEL Xcel Energy | $0 | $1,052 ▼ | -100.0% | 0 | 0.0% | Utilities |
SYNEOS HEALTH INC
| $0 | $991 ▼ | -100.0% | 0 | 0.0% | CL A |
ADPT Adaptive Biotechnologies | $0 | $986 ▼ | -100.0% | 0 | 0.0% | Medical |
XRX Xerox | $0 | $935 ▼ | -100.0% | 0 | 0.0% | Industrial Products |
ABCL AbCellera Biologics | $0 | $902 ▼ | -100.0% | 0 | 0.0% | Medical |
KHC Kraft Heinz | $0 | $896 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
DMTK DermTech | $0 | $885 ▼ | -100.0% | 0 | 0.0% | Medical |
PSA Public Storage | $0 | $841 ▼ | -100.0% | 0 | 0.0% | Finance |
LHX L3Harris Technologies | $0 | $625 ▼ | -100.0% | 0 | 0.0% | Aerospace |
MRO Marathon Oil | $0 | $542 ▼ | -100.0% | 0 | 0.0% | Oils/Energy |
CANON INC
| $0 | $521 ▼ | -100.0% | 0 | 0.0% | SPONSORED ADR |
ICL ICL Group | $0 | $505 ▼ | -100.0% | 0 | 0.0% | Basic Materials |
FMC FMC | $0 | $500 ▼ | -100.0% | 0 | 0.0% | Basic Materials |
LTC LTC Properties | $0 | $498 ▼ | -100.0% | 0 | 0.0% | Finance |
TTMI TTM Technologies | $0 | $468 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
RYVYL INC
| $0 | $464 ▼ | -100.0% | 0 | 0.0% | COM NEW |
SYY Sysco | $0 | $459 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
MUR Murphy Oil | $0 | $431 ▼ | -100.0% | 0 | 0.0% | Oils/Energy |
BMRN BioMarin Pharmaceutical | $0 | $414 ▼ | -100.0% | 0 | 0.0% | Medical |
RS Reliance | $0 | $405 ▼ | -100.0% | 0 | 0.0% | Basic Materials |
INCY Incyte | $0 | $402 ▼ | -100.0% | 0 | 0.0% | Medical |
BG Bunge Global | $0 | $400 ▼ | -100.0% | 0 | 0.0% | Basic Materials |
WEC WEC Energy Group | $0 | $376 ▼ | -100.0% | 0 | 0.0% | Utilities |
VMW VMware | $0 | $369 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
CHRW C.H. Robinson Worldwide | $0 | $367 ▼ | -100.0% | 0 | 0.0% | Transportation |
OHI Omega Healthcare Investors | $0 | $336 ▼ | -100.0% | 0 | 0.0% | Finance |
MOH Molina Healthcare | $0 | $331 ▼ | -100.0% | 0 | 0.0% | Medical |
MAA Mid-America Apartment Communities | $0 | $314 ▼ | -100.0% | 0 | 0.0% | Finance |
NHI National Health Investors | $0 | $314 ▼ | -100.0% | 0 | 0.0% | Finance |
DGX Quest Diagnostics | $0 | $313 ▼ | -100.0% | 0 | 0.0% | Medical |
EXR Extra Space Storage | $0 | $295 ▼ | -100.0% | 0 | 0.0% | Finance |
SBAC SBA Communications | $0 | $281 ▼ | -100.0% | 0 | 0.0% | Finance |
SIGA SIGA Technologies | $0 | $280 ▼ | -100.0% | 0 | 0.0% | Medical |
TSN Tyson Foods | $0 | $249 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
ALB Albemarle | $0 | $217 ▼ | -100.0% | 0 | 0.0% | Basic Materials |
AN AutoNation | $0 | $215 ▼ | -100.0% | 0 | 0.0% | Retail/Wholesale |
FOXA FOX | $0 | $183 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
BABA Alibaba Group | $0 | $177 ▼ | -100.0% | 0 | 0.0% | Retail/Wholesale |
ZUO Zuora | $0 | $159 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
SPCE Virgin Galactic | $0 | $157 ▼ | -100.0% | 0 | 0.0% | Aerospace |
CFR Cullen/Frost Bankers | $0 | $134 ▼ | -100.0% | 0 | 0.0% | Finance |
MP MP Materials | $0 | $122 ▼ | -100.0% | 0 | 0.0% | Basic Materials |
SONO Sonos | $0 | $85 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
RBLX Roblox | $0 | $29 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
U Unity Software | $0 | $29 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
MARA Marathon Digital | $0 | $4 ▼ | -100.0% | 0 | 0.0% | Business Services |
CENN Cenntro | $0 | $2 ▼ | -100.0% | 0 | 0.0% | Auto/Tires/Trucks |
