IVV iShares Core S&P 500 ETF | $86,321,963 | $5,958,955 ▲ | 7.4% | 153,625 | 2.9% | ETF |
SPY SPDR S&P 500 ETF Trust | $72,959,570 | $16,071,277 ▼ | -18.1% | 130,427 | 2.4% | Finance |
USMV iShares MSCI USA Min Vol Factor ETF | $53,247,534 | $1,359,570 ▲ | 2.6% | 568,519 | 1.8% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $43,930,056 | $357,611 ▲ | 0.8% | 360,053 | 1.5% | ETF |
AAPL Apple | $41,724,501 | $5,946,871 ▲ | 16.6% | 187,838 | 1.4% | Computer and Technology |
MSFT Microsoft | $34,436,749 | $2,499,345 ▲ | 7.8% | 91,736 | 1.2% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $32,668,601 | $2,308,474 ▲ | 7.6% | 63,569 | 1.1% | ETF |
IWV iShares Russell 3000 ETF | $32,070,906 | $1,588,521 ▼ | -4.7% | 100,966 | 1.1% | ETF |
QQQ Invesco QQQ | $30,554,904 | $2,256,449 ▲ | 8.0% | 65,160 | 1.0% | Finance |
SPYV SPDR Portfolio S&P 500 Value ETF | $27,875,404 | $1,246,875 ▲ | 4.7% | 545,827 | 0.9% | ETF |
BRK.B Berkshire Hathaway | $27,753,543 | $1,694,653 ▲ | 6.5% | 52,112 | 0.9% | Finance |
BIV Vanguard Intermediate-Term Bond ETF | $26,800,861 | $172,512 ▲ | 0.6% | 350,018 | 0.9% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $26,754,623 | $2,499,031 ▲ | 10.3% | 393,392 | 0.9% | ETF |
VNLA Janus Henderson Short Duration Income ETF | $26,739,233 | $315,248 ▲ | 1.2% | 544,033 | 0.9% | ETF |
MOAT VanEck Morningstar Wide Moat ETF | $25,787,559 | $3,577,645 ▼ | -12.2% | 293,040 | 0.9% | ETF |
NVDA NVIDIA | $25,664,520 | $1,502,040 ▲ | 6.2% | 236,801 | 0.9% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $25,280,133 | $9,858,117 ▲ | 63.9% | 497,347 | 0.8% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $23,738,698 | $39,309 ▲ | 0.2% | 490,976 | 0.8% | Manufacturing |
SPDW SPDR Portfolio Developed World ex-US ETF | $23,038,228 | $1,357,582 ▲ | 6.3% | 632,745 | 0.8% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $22,342,491 | $3,191,819 ▼ | -12.5% | 277,995 | 0.7% | ETF |
CGGR Capital Group Growth ETF | $22,142,999 | $1,715,685 ▲ | 8.4% | 646,511 | 0.7% | ETF |
AMZN Amazon.com | $21,805,516 | $1,608,839 ▲ | 8.0% | 114,609 | 0.7% | Retail/Wholesale |
SPLG SPDR Portfolio S&P 500 ETF | $21,489,610 | $1,872,848 ▲ | 9.5% | 326,788 | 0.7% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $21,420,861 | $184,787 ▼ | -0.9% | 306,845 | 0.7% | Manufacturing |
BND Vanguard Total Bond Market ETF | $21,051,321 | $7,990,125 ▲ | 61.2% | 286,607 | 0.7% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $19,847,653 | $15,068,920 ▲ | 315.3% | 792,638 | 0.7% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $19,343,094 | $683,223 ▲ | 3.7% | 586,332 | 0.6% | ETF |
VTI Vanguard Total Stock Market ETF | $18,866,701 | $309,196 ▼ | -1.6% | 68,646 | 0.6% | ETF |
XOM Exxon Mobil | $18,220,183 | $8,046,204 ▲ | 79.1% | 153,201 | 0.6% | Energy |
DIMENSIONAL ETF TRUST
| $17,600,913 | $606,247 ▲ | 3.6% | 286,987 | 0.6% | US CORE EQUITY 1 |
IEFA iShares Core MSCI EAFE ETF | $17,519,066 | $500,878 ▲ | 2.9% | 231,581 | 0.6% | ETF |
JAAA Janus Henderson AAA CLO ETF | $17,134,600 | $3,685,348 ▲ | 27.4% | 337,894 | 0.6% | ETF |
FNDF Schwab Fundamental International Equity ETF | $16,609,081 | $112,648 ▼ | -0.7% | 459,576 | 0.6% | ETF |
TSPA T. Rowe Price U.S. Equity Research ETF | $16,153,981 | $16,145,824 ▲ | 197,935.3% | 459,442 | 0.5% | Manufacturing |
SCHV Schwab U.S. Large-Cap Value ETF | $15,537,750 | $12,131,600 ▲ | 356.2% | 584,565 | 0.5% | ETF |
JPM JPMorgan Chase & Co. | $14,950,357 | $724,619 ▲ | 5.1% | 60,947 | 0.5% | Finance |
VUG Vanguard Growth ETF | $14,917,669 | $1,673,505 ▲ | 12.6% | 40,229 | 0.5% | ETF |
NSC Norfolk Southern | $14,570,334 | $749,158 ▼ | -4.9% | 61,517 | 0.5% | Transportation |
AJG Arthur J. Gallagher & Co. | $14,559,847 | $8,265,414 ▲ | 131.3% | 42,173 | 0.5% | Finance |
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF | $14,227,697 | $693,129 ▲ | 5.1% | 524,233 | 0.5% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $14,158,097 | $814,425 ▲ | 6.1% | 347,353 | 0.5% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $13,819,433 | $1,841,263 ▲ | 15.4% | 79,775 | 0.5% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $13,605,256 | $253,701 ▲ | 1.9% | 238,104 | 0.5% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $13,274,506 | $1,219,261 ▲ | 10.1% | 259,369 | 0.4% | ETF |
DFSV Dimensional US Small Cap Value ETF | $13,188,072 | $47,405 ▼ | -0.4% | 468,493 | 0.4% | ETF |
VTV Vanguard Value ETF | $12,670,967 | $2,136,270 ▲ | 20.3% | 73,353 | 0.4% | ETF |
RWL Invesco S&P 500 Revenue ETF | $12,514,621 | $7,885,489 ▲ | 170.3% | 125,978 | 0.4% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $12,228,457 | $4,747,003 ▲ | 63.5% | 177,507 | 0.4% | ETF |
SPBO SPDR Portfolio Corporate Bond ETF | $12,027,715 | $1,058,608 ▲ | 9.7% | 414,320 | 0.4% | ETF |
GOOG Alphabet | $12,014,342 | $266,840 ▲ | 2.3% | 76,902 | 0.4% | Computer and Technology |
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF | $11,928,730 | $87,029 ▼ | -0.7% | 248,774 | 0.4% | ETF |
EFA iShares MSCI EAFE ETF | $11,873,684 | $399,579 ▼ | -3.3% | 145,279 | 0.4% | Finance |
FCTR First Trust Lunt U.S. Factor Rotation ETF | $11,804,068 | $220,181 ▼ | -1.8% | 381,762 | 0.4% | ETF |
PANW Palo Alto Networks | $11,675,445 | $2,309,254 ▲ | 24.7% | 68,422 | 0.4% | Computer and Technology |
ALTL Pacer Lunt Large Cap Alternator ETF | $11,674,030 | $209,522 ▼ | -1.8% | 335,364 | 0.4% | ETF |
GOOGL Alphabet | $11,499,481 | $1,920,627 ▲ | 20.1% | 74,363 | 0.4% | Computer and Technology |
USFR WisdomTree Floating Rate Treasury Fund | $11,139,603 | $1,786,919 ▲ | 19.1% | 221,331 | 0.4% | Finance |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $11,059,530 | $39,371 ▲ | 0.4% | 367,426 | 0.4% | ETF |
META Meta Platforms | $10,944,907 | $1,160,195 ▲ | 11.9% | 18,990 | 0.4% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $10,866,432 | $4,789,596 ▲ | 78.8% | 240,089 | 0.4% | ETF |
JNJ Johnson & Johnson | $10,788,439 | $507,639 ▲ | 4.9% | 65,053 | 0.4% | Medical |
AVGO Broadcom | $10,737,211 | $2,340,320 ▲ | 27.9% | 64,130 | 0.4% | Computer and Technology |
SPROTT PHYSICAL SILVER TR
| $10,724,966 | $3,202 ▲ | 0.0% | 924,566 | 0.4% | TR UNIT |
VOE Vanguard Mid-Cap Value ETF | $10,668,661 | $83,962 ▼ | -0.8% | 66,455 | 0.4% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $10,668,309 | $72,556 ▲ | 0.7% | 464,041 | 0.4% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $10,617,463 | $385,708 ▲ | 3.8% | 269,684 | 0.4% | ETF |
ELV Elevance Health | $10,553,217 | $408,871 ▲ | 4.0% | 24,262 | 0.4% | Medical |
PULS PGIM Ultra Short Bond ETF | $10,477,705 | $2,811,036 ▲ | 36.7% | 210,692 | 0.4% | ETF |
COWZ Pacer US Cash Cows 100 ETF | $10,322,589 | $167,018 ▲ | 1.6% | 188,506 | 0.3% | ETF |
PTLC Pacer Trendpilot US Large Cap ETF | $10,118,604 | $7,289,887 ▼ | -41.9% | 196,669 | 0.3% | ETF |
COST Costco Wholesale | $10,085,435 | $561,773 ▲ | 5.9% | 10,664 | 0.3% | Retail/Wholesale |
DFIC Dimensional International Core Equity 2 ETF | $9,907,392 | $425,908 ▲ | 4.5% | 356,766 | 0.3% | ETF |
PODD Insulet | $9,327,382 | $1,415,993 ▲ | 17.9% | 35,518 | 0.3% | Medical |
HD Home Depot | $9,190,911 | $1,131,730 ▲ | 14.0% | 25,078 | 0.3% | Retail/Wholesale |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $9,184,845 | $1,693,521 ▲ | 22.6% | 100,129 | 0.3% | ETF |
V Visa | $9,154,029 | $229,552 ▲ | 2.6% | 26,120 | 0.3% | Business Services |
PTNQ Pacer Trendpilot 100 ETF | $9,145,192 | $181,857 ▲ | 2.0% | 128,787 | 0.3% | ETF |
IWY iShares Russell Top 200 Growth ETF | $9,001,571 | $2,043,146 ▼ | -18.5% | 42,674 | 0.3% | ETF |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $8,964,615 | $358,666 ▲ | 4.2% | 115,049 | 0.3% | ETF |
BNDX Vanguard Total International Bond ETF | $8,722,575 | $3,944,365 ▲ | 82.5% | 178,668 | 0.3% | ETF |
IVW iShares S&P 500 Growth ETF | $8,666,245 | $61,361 ▲ | 0.7% | 93,356 | 0.3% | ETF |
SCHX Schwab US Large-Cap ETF | $8,547,455 | $6,006,930 ▲ | 236.4% | 387,113 | 0.3% | ETF |
CRWD CrowdStrike | $8,482,722 | $2,114,775 ▲ | 33.2% | 24,059 | 0.3% | Computer and Technology |
FI Fiserv | $8,451,805 | $798,961 ▲ | 10.4% | 38,273 | 0.3% | Business Services |
FIXD First Trust TCW Opportunistic Fixed Income ETF | $8,432,281 | $398,944 ▲ | 5.0% | 192,342 | 0.3% | Manufacturing |
PGR Progressive | $8,309,704 | $903,081 ▲ | 12.2% | 29,362 | 0.3% | Finance |
NEE NextEra Energy | $8,248,635 | $62,383 ▲ | 0.8% | 116,358 | 0.3% | Utilities |
VONV Vanguard Russell 1000 Value ETF | $8,229,881 | $167,886 ▼ | -2.0% | 99,708 | 0.3% | ETF |
IVE iShares S&P 500 Value ETF | $8,110,335 | $11,054 ▼ | -0.1% | 42,556 | 0.3% | ETF |
RDVY First Trust Rising Dividend Achievers ETF | $7,929,511 | $458,659 ▲ | 6.1% | 135,455 | 0.3% | Manufacturing |
FNDC Schwab Fundamental International Small Equity ETF | $7,861,407 | $32,471 ▼ | -0.4% | 217,166 | 0.3% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $7,819,271 | $113,631,911 ▼ | -93.6% | 77,672 | 0.3% | ETF |
JGRO JPMorgan Active Growth ETF | $7,676,374 | $558,812 ▼ | -6.8% | 104,030 | 0.3% | ETF |
LLY Eli Lilly and Company | $7,667,559 | $580,600 ▲ | 8.2% | 9,284 | 0.3% | Medical |
XLE Energy Select Sector SPDR Fund | $7,595,428 | $2,491,283 ▲ | 48.8% | 81,278 | 0.3% | ETF |
IGEB iShares Investment Grade Systematic Bond ETF | $7,527,095 | $189,627 ▲ | 2.6% | 167,232 | 0.3% | ETF |
TPLC Timothy Plan US Large/Mid Cap Core ETF | $7,521,387 | $103,681 ▲ | 1.4% | 177,224 | 0.3% | ETF |
UBER Uber Technologies | $7,483,159 | $6,656,635 ▲ | 805.4% | 102,706 | 0.3% | Computer and Technology |
FSK FS KKR Capital | $7,406,292 | $238,558 ▲ | 3.3% | 353,522 | 0.2% | Finance |
SCHW Charles Schwab | $7,364,816 | $383,181 ▼ | -4.9% | 94,083 | 0.2% | Finance |
