VEA Vanguard FTSE Developed Markets ETF | $37,548,892 | $1,360,091 â–¼ | -3.5% | 527,002 | 7.5% | ETF |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $25,758,125 | $1,757,750 â–² | 7.3% | 281,079 | 5.1% | ETF |
VUG Vanguard Growth ETF | $22,985,018 | $19,182,622 â–² | 504.5% | 266,833 | 4.6% | ETF |
VGT Vanguard Information Technology ETF | $21,502,485 | $18,448,510 â–² | 604.1% | 179,907 | 4.3% | ETF |
LLY Eli Lilly and Company | $18,431,016 | $2,403,733 â–¼ | -11.5% | 15,366 | 3.7% | Medical |
VV Vanguard Large-Cap ETF | $16,544,822 | $117,273 â–² | 0.7% | 48,108 | 3.3% | ETF |
IVW iShares S&P 500 Growth ETF | $15,158,230 | $344,374 â–¼ | -2.2% | 110,218 | 3.0% | ETF |
VUSB Vanguard Ultra-Short Bond ETF | $14,310,954 | $1,191,335 â–² | 9.1% | 287,484 | 2.9% | ETF |
XLK Technology Select Sector SPDR Fund | $13,371,529 | $517,074 â–¼ | -3.7% | 70,184 | 2.7% | ETF |
BINC iShares Flexible Income Active ETF | $10,815,381 | $733,859 â–² | 7.3% | 206,637 | 2.2% | ETF |
AAPL Apple | $10,761,877 | $951,994 â–² | 9.7% | 37,192 | 2.1% | Computer and Technology |
VGIT Vanguard Intermediate-Term Treasury ETF | $10,732,295 | $730,408 â–² | 7.3% | 181,965 | 2.1% | ETF |
VOO Vanguard S&P 500 ETF | $9,972,563 | $68,682 â–¼ | -0.7% | 14,520 | 2.0% | ETF |
VTV Vanguard Value ETF | $9,702,290 | $181,972 â–² | 1.9% | 44,520 | 1.9% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $9,164,063 | $2,701,857 â–¼ | -22.8% | 92,585 | 1.8% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $9,080,461 | $267,352 â–¼ | -2.9% | 152,127 | 1.8% | ETF |
VIS Vanguard Industrials ETF | $8,341,355 | $245,058 â–¼ | -2.9% | 23,146 | 1.7% | ETF |
VFH Vanguard Financials ETF | $8,199,482 | $423,884 â–² | 5.5% | 62,306 | 1.6% | ETF |
VCR Vanguard Consumer Discretionary ETF | $8,078,152 | $143,969 â–¼ | -1.8% | 20,368 | 1.6% | ETF |
VHT Vanguard Health Care ETF | $7,987,397 | $121,995 â–¼ | -1.5% | 26,713 | 1.6% | ETF |
VYM Vanguard High Dividend Yield ETF | $7,501,842 | $275,604 â–¼ | -3.5% | 47,471 | 1.5% | Financial Services |
IJH iShares Core S&P Mid-Cap ETF | $6,782,287 | $32,463 â–¼ | -0.5% | 87,956 | 1.4% | ETF |
MSFT Microsoft | $6,405,126 | $126,081 â–² | 2.0% | 17,171 | 1.3% | Computer and Technology |
VO Vanguard Mid-Cap ETF | $6,269,197 | $4,732,977 â–² | 308.1% | 77,811 | 1.3% | ETF |
IVE iShares S&P 500 Value ETF | $5,968,161 | $105,808 â–¼ | -1.7% | 26,285 | 1.2% | ETF |
NVDA NVIDIA | $5,885,294 | $809,571 â–² | 15.9% | 29,413 | 1.2% | Computer and Technology |
VOX Vanguard Communication Services ETF | $4,910,729 | $158,013 â–¼ | -3.1% | 26,696 | 1.0% | ETF |
SDY SPDR S&P Dividend ETF | $4,723,645 | $105,765 â–¼ | -2.2% | 31,040 | 0.9% | ETF |
EFA iShares MSCI EAFE ETF | $4,583,826 | $244,638 â–¼ | -5.1% | 44,126 | 0.9% | Finance |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $4,159,362 | $49,108 â–¼ | -1.2% | 79,362 | 0.8% | Manufacturing |
VOT Vanguard Mid-Cap Growth ETF | $3,775,148 | $119,763 â–² | 3.3% | 12,325 | 0.8% | ETF |
VOE Vanguard Mid-Cap Value ETF | $3,737,406 | $28,850 â–² | 0.8% | 18,914 | 0.7% | ETF |
PEY Invesco High Yield Equity Dividend Achievers ETF | $3,684,044 | $140,726 â–¼ | -3.7% | 158,932 | 0.7% | ETF |
VB Vanguard Small-Cap ETF | $3,510,066 | $3,031 â–¼ | -0.1% | 11,580 | 0.7% | ETF |
FDL First Trust Morningstar Dividend Leaders Index Fund | $3,417,684 | $88,269 â–¼ | -2.5% | 70,236 | 0.7% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $3,308,682 | $9,517 â–¼ | -0.3% | 28,159 | 0.7% | ETF |
BND Vanguard Total Bond Market ETF | $3,303,670 | $3,303,670 â–² | New Holding | 45,003 | 0.7% | ETF |
GOOGL Alphabet | $3,299,955 | $212,993 â–² | 6.9% | 9,234 | 0.7% | Computer and Technology |
VDC Vanguard Consumer Staples ETF | $3,254,893 | $206,094 â–¼ | -6.0% | 14,435 | 0.6% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $3,246,622 | $15,882 â–¼ | -0.5% | 57,442 | 0.6% | Finance |
AIVL WisdomTree U.S. AI Enhanced Value Fund | $3,063,489 | $17,178 â–¼ | -0.6% | 23,362 | 0.6% | Finance |
IEMG iShares Core MSCI Emerging Markets ETF | $2,905,613 | $1,905 â–¼ | -0.1% | 35,075 | 0.6% | ETF |
VDE Vanguard Energy ETF | $2,723,508 | $433,425 â–¼ | -13.7% | 18,141 | 0.5% | ETF |
GOOG Alphabet | $2,599,095 | $732,806 â–² | 39.3% | 7,356 | 0.5% | Computer and Technology |
TSLA Tesla | $2,487,008 | $52,996 â–² | 2.2% | 5,913 | 0.5% | Auto/Tires/Trucks |
SPY SPDR S&P 500 ETF Trust | $2,480,898 | $747 â–¼ | 0.0% | 3,322 | 0.5% | Finance |
IJR iShares Core S&P Small-Cap ETF | $2,460,611 | $45,828 â–¼ | -1.8% | 16,591 | 0.5% | ETF |
DES WisdomTree U.S. SmallCap Dividend Fund | $2,437,830 | $4,149 â–¼ | -0.2% | 59,927 | 0.5% | Finance |
IJJ iShares S&P Mid-Cap 400 Value ETF | $2,271,201 | $97,650 â–¼ | -4.1% | 15,374 | 0.5% | ETF |
IWM iShares Russell 2000 ETF | $2,203,200 | $54,081 â–¼ | -2.4% | 7,333 | 0.4% | Finance |
AMZN Amazon.com | $2,202,738 | $43,616 â–² | 2.0% | 9,242 | 0.4% | Retail/Wholesale |
AVGO Broadcom | $2,157,708 | $749,834 â–² | 53.3% | 5,712 | 0.4% | Computer and Technology |
XLY Consumer Discretionary Select Sector SPDR Fund | $2,128,260 | $54,183 â–¼ | -2.5% | 18,147 | 0.4% | Finance |
JNJ Johnson & Johnson | $2,114,808 | $40,635 â–² | 2.0% | 8,327 | 0.4% | Medical |
SMMU PIMCO Short Term Municipal Bond Exchange-Traded Fund | $2,070,146 | $455,661 â–² | 28.2% | 40,993 | 0.4% | ETF |
IVV iShares Core S&P 500 ETF | $2,044,470 | $1,498 â–¼ | -0.1% | 2,730 | 0.4% | ETF |
IXG iShares Global Financials ETF | $1,967,055 | $63,747 â–¼ | -3.1% | 15,799 | 0.4% | ETF |
JMST JPMorgan Ultra-Short Municipal ETF | $1,923,669 | $466,497 â–² | 32.0% | 37,719 | 0.4% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $1,921,702 | $115,365 â–¼ | -5.7% | 23,404 | 0.4% | Manufacturing |
NSC Norfolk Southern | $1,893,517 | $531,342 â–² | 39.0% | 6,019 | 0.4% | Transportation |
XLF Financial Select Sector SPDR Fund | $1,800,170 | $10,293 â–¼ | -0.6% | 33,579 | 0.4% | ETF |
JPM JPMorgan Chase & Co. | $1,765,945 | $658,588 â–² | 59.5% | 5,395 | 0.4% | Finance |
VBK Vanguard Small-Cap Growth ETF | $1,678,563 | $59,243 â–¼ | -3.4% | 4,590 | 0.3% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $1,645,600 | $49,721 â–¼ | -2.9% | 15,456 | 0.3% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $1,633,486 | $9,711 â–¼ | -0.6% | 14,971 | 0.3% | ETF |
XLI Industrial Select Sector SPDR Fund | $1,605,032 | $9,076 â–² | 0.6% | 8,665 | 0.3% | ETF |
VNQ Vanguard Real Estate ETF | $1,604,595 | $48,215 â–¼ | -2.9% | 16,640 | 0.3% | ETF |
VBR Vanguard Small-Cap Value ETF | $1,585,267 | $11,907 â–² | 0.8% | 6,524 | 0.3% | ETF |
TSM Taiwan Semiconductor Manufacturing | $1,564,997 | $89,306 â–² | 6.1% | 3,277 | 0.3% | Computer and Technology |
EEM iShares MSCI Emerging Markets ETF | $1,563,776 | $47,476 â–¼ | -2.9% | 22,859 | 0.3% | Finance |
VPU Vanguard Utilities ETF | $1,530,804 | $64,787 â–¼ | -4.1% | 7,821 | 0.3% | ETF |
VAW Vanguard Materials ETF | $1,478,212 | $87,627 â–¼ | -5.6% | 6,461 | 0.3% | ETF |
MPC Marathon Petroleum | $1,475,240 | $7,159 â–² | 0.5% | 5,770 | 0.3% | Energy |
MU Micron Technology | $1,426,702 | $491,727 â–² | 52.6% | 1,236 | 0.3% | Computer and Technology |
BRK.B Berkshire Hathaway | $1,378,574 | $369,788 â–² | 36.7% | 2,755 | 0.3% | Finance |
MUB iShares National Muni Bond ETF | $1,324,479 | $216,101 â–² | 19.5% | 12,307 | 0.3% | ETF |
EXXON MOBIL CORP
| $1,305,061 | $1,305,061 â–² | New Holding | 9,546 | 0.3% | COM |
SHV iShares Short Treasury Bond ETF | $1,301,137 | $128,668 â–² | 11.0% | 11,791 | 0.3% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $1,282,348 | $51,794 â–¼ | -3.9% | 7,180 | 0.3% | ETF |
PG Procter & Gamble | $1,225,687 | $78,604 â–² | 6.9% | 8,358 | 0.2% | Consumer Staples |
V Visa | $1,165,820 | $17,841 â–² | 1.6% | 3,398 | 0.2% | Business Services |
XLV Health Care Select Sector SPDR Fund | $1,103,004 | $86,628 â–¼ | -7.3% | 6,952 | 0.2% | ETF |
AMD Advanced Micro Devices | $1,063,065 | $352,612 â–² | 49.6% | 1,830 | 0.2% | Computer and Technology |
IEI iShares 3-7 Year Treasury Bond ETF | $992,687 | $571,277 â–¼ | -36.5% | 8,452 | 0.2% | ETF |
INTC Intel | $989,837 | $128,460 â–² | 14.9% | 7,089 | 0.2% | Computer and Technology |
META Meta Platforms | $931,682 | $334,031 â–² | 55.9% | 1,654 | 0.2% | Computer and Technology |
KO CocaCola | $850,572 | $206,751 â–² | 32.1% | 10,466 | 0.2% | Consumer Staples |
HD Home Depot | $848,061 | $12,694 â–² | 1.5% | 2,405 | 0.2% | Retail/Wholesale |
PM Philip Morris International | $817,351 | $32,564 â–² | 4.1% | 4,518 | 0.2% | Consumer Staples |
CAT Caterpillar | $777,377 | $26,623 â–² | 3.5% | 730 | 0.2% | Industrials |
BRK.A Berkshire Hathaway | $748,850 | | 0.0% | 1 | 0.1% | Finance |
BAC Bank of America | $744,558 | $23,647 â–² | 3.3% | 13,067 | 0.1% | Finance |
ABBV AbbVie | $739,570 | $40,262 â–² | 5.8% | 2,939 | 0.1% | Medical |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $731,355 | $731,355 â–² | New Holding | 25,761 | 0.1% | ETF |
XLC Communication Services Select Sector SPDR Fund | $709,036 | $33,320 â–¼ | -4.5% | 6,618 | 0.1% | ETF |
ASML ASML | $706,251 | $15,916 â–¼ | -2.2% | 355 | 0.1% | Computer and Technology |
CSCO Cisco Systems | $706,170 | $15,152 â–² | 2.2% | 6,012 | 0.1% | Computer and Technology |
IJS iShares S&P Small-Cap 600 Value ETF | $698,435 | $52,895 â–¼ | -7.0% | 5,110 | 0.1% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $690,740 | $23,123 â–² | 3.5% | 6,333 | 0.1% | Finance |
ELV Elevance Health | $665,949 | $35,192 â–² | 5.6% | 1,722 | 0.1% | Medical |
