AJG Arthur J. Gallagher & Co. | $126,488,502 | $2,343,875 ▼ | -1.8% | 505,873 | 4.7% | Finance |
SPLG SPDR Portfolio S&P 500 ETF | $92,908,733 | $8,202,562 ▲ | 9.7% | 1,509,975 | 3.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $60,203,259 | $3,505,092 ▲ | 6.2% | 115,096 | 2.2% | Finance |
IVV iShares Core S&P 500 ETF | $55,993,132 | $2,098,198 ▲ | 3.9% | 106,505 | 2.1% | ETF |
AAPL Apple | $55,080,851 | $4,668,537 ▼ | -7.8% | 321,209 | 2.1% | Computer and Technology |
QQQ Invesco QQQ | $51,512,817 | $4,944,506 ▲ | 10.6% | 116,017 | 1.9% | Finance |
MSFT Microsoft | $49,649,710 | $2,898,768 ▲ | 6.2% | 118,011 | 1.9% | Computer and Technology |
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $41,518,406 | $4,053,982 ▼ | -8.9% | 452,270 | 1.5% | ETF |
VOO Vanguard S&P 500 ETF | $33,240,238 | $521,557 ▼ | -1.5% | 69,150 | 1.2% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $33,117,023 | $1,642,649 ▲ | 5.2% | 338,136 | 1.2% | Finance |
VTI Vanguard Total Stock Market ETF | $32,253,392 | $2,024,105 ▼ | -5.9% | 124,099 | 1.2% | ETF |
SHV iShares Short Treasury Bond ETF | $31,839,607 | $261,538 ▼ | -0.8% | 288,037 | 1.2% | ETF |
IJR iShares Core S&P Small-Cap ETF | $30,014,653 | $3,026,808 ▲ | 11.2% | 271,577 | 1.1% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $28,900,696 | $26,635,763 ▲ | 1,176.0% | 1,269,244 | 1.1% | ETF |
NVDA NVIDIA | $27,951,560 | $1,014,695 ▲ | 3.8% | 30,935 | 1.0% | Computer and Technology |
CGGR Capital Group Growth ETF | $26,304,393 | $175,209 ▼ | -0.7% | 822,269 | 1.0% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $25,745,565 | $2,281,832 ▲ | 9.7% | 482,669 | 1.0% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $25,402,359 | $2,423,931 ▲ | 10.5% | 708,771 | 0.9% | ETF |
IEFA iShares Core MSCI EAFE ETF | $22,703,342 | $548,559 ▲ | 2.5% | 305,893 | 0.8% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $21,841,310 | $17,446,650 ▲ | 397.0% | 359,587 | 0.8% | ETF |
VTV Vanguard Value ETF | $20,795,088 | $659,420 ▼ | -3.1% | 127,687 | 0.8% | ETF |
VUG Vanguard Growth ETF | $20,468,547 | $594,089 ▼ | -2.8% | 59,467 | 0.8% | ETF |
VONV Vanguard Russell 1000 Value | $20,412,226 | $1,818,553 ▲ | 9.8% | 259,565 | 0.8% | ETF |
SPGP Invesco S&P 500 GARP ETF | $20,215,671 | $285,607 ▲ | 1.4% | 189,836 | 0.8% | ETF |
CGDV Capital Group Dividend Value ETF | $20,031,341 | $404,170 ▲ | 2.1% | 616,349 | 0.7% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $19,871,293 | $1,527,397 ▲ | 8.3% | 396,633 | 0.7% | ETF |
AMZN Amazon.com | $19,767,306 | $9,560 ▼ | 0.0% | 109,587 | 0.7% | Retail/Wholesale |
IWF iShares Russell 1000 Growth ETF | $19,639,018 | $1,042,165 ▲ | 5.6% | 58,267 | 0.7% | ETF |
IWY iShares Russell Top 200 Growth ETF | $17,893,487 | $3,908,067 ▲ | 27.9% | 91,714 | 0.7% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $17,368,624 | $1,069,124 ▲ | 6.6% | 346,195 | 0.6% | ETF |
JAAA Janus Henderson AAA CLO ETF | $17,293,032 | $3,125,986 ▲ | 22.1% | 340,817 | 0.6% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $15,750,428 | $157,107 ▼ | -1.0% | 156,394 | 0.6% | ETF |
SCHD Schwab US Dividend Equity ETF | $15,689,853 | $10,132,437 ▼ | -39.2% | 194,591 | 0.6% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $15,562,279 | $819,551 ▼ | -5.0% | 179,558 | 0.6% | ETF |
IVE iShares S&P 500 Value ETF | $14,941,986 | $2,006,525 ▲ | 15.5% | 79,985 | 0.6% | ETF |
GOOGL Alphabet | $13,605,132 | $609,003 ▲ | 4.7% | 90,142 | 0.5% | Communication Services |
ABBV AbbVie | $13,519,710 | $26,223 ▼ | -0.2% | 74,243 | 0.5% | Medical |
FBND Fidelity Total Bond ETF | $13,337,808 | $12,985,070 ▲ | 3,681.2% | 294,368 | 0.5% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $13,226,184 | $2,757,098 ▲ | 26.3% | 180,809 | 0.5% | ETF |
JPM JPMorgan Chase & Co. | $12,601,774 | $137,807 ▲ | 1.1% | 62,914 | 0.5% | Finance |
MBB iShares MBS ETF | $12,567,824 | $589,732 ▼ | -4.5% | 135,986 | 0.5% | ETF |
BRK.B Berkshire Hathaway | $12,528,868 | $138,770 ▲ | 1.1% | 29,794 | 0.5% | Finance |
IVW iShares S&P 500 Growth ETF | $11,909,471 | $1,363,702 ▲ | 12.9% | 141,041 | 0.4% | ETF |
SPHQ Invesco S&P 500 Quality ETF | $11,850,953 | $2,143,459 ▼ | -15.3% | 196,143 | 0.4% | ETF |
COWZ Pacer US Cash Cows 100 ETF | $11,627,333 | $788,842 ▲ | 7.3% | 200,092 | 0.4% | ETF |
HD Home Depot | $11,559,406 | $177,990 ▲ | 1.6% | 30,134 | 0.4% | Retail/Wholesale |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $11,385,213 | $2,570,597 ▲ | 29.2% | 141,414 | 0.4% | ETF |
LLY Eli Lilly and Company | $11,241,654 | $804,420 ▲ | 7.7% | 14,450 | 0.4% | Medical |
VIG Vanguard Dividend Appreciation ETF | $10,828,472 | $636,034 ▲ | 6.2% | 59,298 | 0.4% | ETF |
IWM iShares Russell 2000 ETF | $10,628,008 | $987,997 ▲ | 10.2% | 50,537 | 0.4% | Finance |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $10,609,620 | $137,857 ▲ | 1.3% | 246,506 | 0.4% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $10,352,382 | $2,060,719 ▲ | 24.9% | 247,843 | 0.4% | ETF |
XLG Invesco S&P 500 Top 50 ETF | $10,342,957 | $701,717 ▲ | 7.3% | 245,501 | 0.4% | ETF |
META Meta Platforms | $10,070,142 | $482,675 ▲ | 5.0% | 20,738 | 0.4% | Computer and Technology |
IEMG iShares Core MSCI Emerging Markets ETF | $9,821,375 | $175,285 ▼ | -1.8% | 190,337 | 0.4% | ETF |
XLK Technology Select Sector SPDR Fund | $9,651,754 | $797,666 ▲ | 9.0% | 46,343 | 0.4% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $9,600,777 | $8,749,856 ▲ | 1,028.3% | 403,394 | 0.4% | ETF |
TSLA Tesla | $9,592,130 | $299,738 ▲ | 3.2% | 54,659 | 0.4% | Auto/Tires/Trucks |
NOW ServiceNow | $9,509,415 | $323,258 ▲ | 3.5% | 12,473 | 0.4% | Computer and Technology |
VONE Vanguard Russell 1000 | $9,471,822 | $904,666 ▲ | 10.6% | 39,744 | 0.4% | ETF |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $9,303,469 | $1,351,375 ▲ | 17.0% | 374,989 | 0.3% | ETF |
COST Costco Wholesale | $9,242,496 | $87,912 ▼ | -0.9% | 12,616 | 0.3% | Retail/Wholesale |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $9,234,575 | $1,391,957 ▲ | 17.7% | 387,194 | 0.3% | ETF |
IBDP iShares iBonds Dec 2024 Term Corporate ETF | $9,112,561 | $1,288,171 ▲ | 16.5% | 363,775 | 0.3% | ETF |
GOOG Alphabet | $8,889,153 | $368,929 ▲ | 4.3% | 58,381 | 0.3% | Computer and Technology |
BND Vanguard Total Bond Market ETF | $8,743,818 | $15,701,090 ▼ | -64.2% | 120,389 | 0.3% | ETF |
V Visa | $8,424,761 | $343,822 ▲ | 4.3% | 30,188 | 0.3% | Business Services |
AMD Advanced Micro Devices | $8,355,886 | $319,464 ▼ | -3.7% | 46,296 | 0.3% | Computer and Technology |
AVGO Broadcom | $8,272,989 | $257,123 ▲ | 3.2% | 6,242 | 0.3% | Computer and Technology |
UNH UnitedHealth Group | $8,006,985 | $157,310 ▲ | 2.0% | 16,186 | 0.3% | Medical |
IXUS iShares Core MSCI Total International Stock ETF | $8,001,270 | $828,778 ▲ | 11.6% | 117,908 | 0.3% | Manufacturing |
JHMM John Hancock Multifactor Mid Cap ETF | $7,962,531 | $1,627,359 ▼ | -17.0% | 138,768 | 0.3% | ETF |
XLE Energy Select Sector SPDR Fund | $7,777,488 | $614,514 ▲ | 8.6% | 82,380 | 0.3% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $7,763,385 | $617,709 ▼ | -7.4% | 153,883 | 0.3% | ETF |
RWL Invesco S&P 500 Revenue ETF | $7,662,061 | $2,415,050 ▲ | 46.0% | 81,746 | 0.3% | ETF |
XOM Exxon Mobil | $7,636,190 | $139,140 ▲ | 1.9% | 65,693 | 0.3% | Oils/Energy |
CVX Chevron | $7,507,808 | $328,100 ▲ | 4.6% | 47,596 | 0.3% | Oils/Energy |
VYM Vanguard High Dividend Yield ETF | $7,343,984 | $980,263 ▼ | -11.8% | 60,699 | 0.3% | ETF |
VB Vanguard Small-Cap ETF | $7,306,961 | $25,602 ▲ | 0.4% | 31,965 | 0.3% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $7,259,026 | $579,664 ▼ | -7.4% | 44,168 | 0.3% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $7,199,176 | $692,717 ▲ | 10.6% | 42,506 | 0.3% | ETF |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $7,129,932 | $2,991,631 ▲ | 72.3% | 218,107 | 0.3% | ETF |
DYNF BlackRock U.S. Equity Factor Rotation ETF | $7,072,906 | $7,072,906 ▲ | New Holding | 159,300 | 0.3% | ETF |
CAT Caterpillar | $7,047,863 | $134,479 ▲ | 1.9% | 19,234 | 0.3% | Industrial Products |
VGLT Vanguard Long-Term Treasury Index ETF | $7,043,524 | $690,680 ▲ | 10.9% | 118,898 | 0.3% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $6,991,306 | $135,477 ▼ | -1.9% | 60,636 | 0.3% | ETF |
VO Vanguard Mid-Cap ETF | $6,892,931 | $345,059 ▼ | -4.8% | 27,587 | 0.3% | ETF |
INTC Intel | $6,779,565 | $174,957 ▲ | 2.6% | 153,488 | 0.3% | Computer and Technology |
EES WisdomTree U.S. SmallCap Fund | $6,725,676 | $1,487,867 ▲ | 28.4% | 134,191 | 0.3% | Finance |
PEP PepsiCo | $6,631,977 | $151,908 ▲ | 2.3% | 37,895 | 0.2% | Consumer Staples |
ICSH BlackRock Ultra Short-Term Bond ETF | $6,499,282 | $126,349 ▲ | 2.0% | 128,546 | 0.2% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $6,441,000 | $137,737 ▼ | -2.1% | 201,596 | 0.2% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $6,402,846 | $384,845 ▲ | 6.4% | 176,923 | 0.2% | ETF |
ADBE Adobe | $6,198,113 | $2,847,509 ▼ | -31.5% | 12,283 | 0.2% | Computer and Technology |
DIS Walt Disney | $6,167,323 | $39,645 ▲ | 0.6% | 50,403 | 0.2% | Consumer Discretionary |
IUSB iShares Core Total USD Bond Market ETF | $6,156,450 | $1,874,987 ▲ | 43.8% | 135,039 | 0.2% | Manufacturing |
SMH VanEck Semiconductor ETF | $6,078,866 | $2,793,065 ▲ | 85.0% | 27,018 | 0.2% | Manufacturing |
VIOG Vanguard S&P Small-Cap 600 Growth ETF | $6,070,060 | $588,343 ▲ | 10.7% | 53,990 | 0.2% | ETF |
PG Procter & Gamble | $6,028,721 | $152,353 ▲ | 2.6% | 37,157 | 0.2% | Consumer Staples |
NEE NextEra Energy | $5,992,199 | $285,294 ▲ | 5.0% | 93,760 | 0.2% | Utilities |
