IVV iShares Core S&P 500 ETF | $14,917,202 | $84,591 â–¼ | -0.6% | 19,927 | 11.4% | ETF |
IVW iShares S&P 500 Growth ETF | $12,316,284 | $20,541 â–² | 0.2% | 90,538 | 9.4% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $8,688,263 | $296,632 â–¼ | -3.3% | 112,824 | 6.6% | ETF |
HDV iShares Core High Dividend ETF | $8,342,193 | $6,676,188 â–² | 400.7% | 304,349 | 6.4% | ETF |
DVY iShares Select Dividend ETF | $4,338,697 | $86,590 â–² | 2.0% | 27,759 | 3.3% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $3,906,379 | $86,509 â–² | 2.3% | 39,466 | 3.0% | ETF |
IJR iShares Core S&P Small-Cap ETF | $3,890,683 | $32,480 â–² | 0.8% | 26,233 | 3.0% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $3,558,663 | $70,966 â–¼ | -2.0% | 21,663 | 2.7% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $2,565,127 | $20,636 â–¼ | -0.8% | 25,109 | 2.0% | ETF |
NVDA NVIDIA | $2,021,715 | | 0.0% | 10,104 | 1.5% | Technology |
IJK iShares S&P Mid-Cap 400 Growth ETF | $1,811,129 | $23,265 â–¼ | -1.3% | 15,414 | 1.4% | ETF |
BRK.B Berkshire Hathaway | $1,775,384 | $98,076 â–² | 5.8% | 3,548 | 1.4% | Finance |
SCHX Schwab US Large-Cap ETF | $1,600,727 | $21,832 â–² | 1.4% | 53,891 | 1.2% | ETF |
GOOGL Alphabet | $1,589,987 | $100,067 â–¼ | -5.9% | 4,449 | 1.2% | Communication Services |
DELL Dell Technologies | $1,422,524 | $17,690 â–¼ | -1.2% | 3,297 | 1.1% | Technology |
ARISTA NETWORKS INC COM SHS
| $1,275,119 | $32,277 â–¼ | -2.5% | 7,506 | 1.0% | COM SHS |
MSFT Microsoft | $1,244,863 | $219,726 â–¼ | -15.0% | 3,337 | 1.0% | Technology |
IDV iShares International Select Dividend ETF | $1,222,298 | $176,532 â–² | 16.9% | 29,503 | 0.9% | ETF |
NYF iShares New York Muni Bond ETF | $1,179,657 | | 0.0% | 21,884 | 0.9% | ETF |
JNJ Johnson & Johnson | $1,158,045 | $4,317 â–² | 0.4% | 4,560 | 0.9% | Healthcare |
VEA Vanguard FTSE Developed Markets ETF | $1,143,634 | $104,933 â–² | 10.1% | 15,596 | 0.9% | ETF |
AMZN Amazon.com | $1,069,908 | $211,646 â–¼ | -16.5% | 4,489 | 0.8% | Consumer Discretionary |
AAPL Apple | $923,208 | $4,050 â–¼ | -0.4% | 3,191 | 0.7% | Technology |
SCHG Schwab U.S. Large-Cap Growth ETF | $868,334 | $25,380 â–² | 3.0% | 25,660 | 0.7% | ETF |
EFG iShares MSCI EAFE Growth ETF | $859,991 | $507,136 â–¼ | -37.1% | 6,912 | 0.7% | ETF |
IEFA iShares Core MSCI EAFE ETF | $800,172 | $1,835 â–² | 0.2% | 8,285 | 0.6% | ETF |
TSLA Tesla | $790,728 | $26,498 â–¼ | -3.2% | 1,880 | 0.6% | Consumer Discretionary |
FIDELITY ENHANCED LARGE CAP GROWTH ETF
| $761,436 | | 0.0% | 17,404 | 0.6% | ENHANCED LARGE |
V Visa | $725,770 | $40,492 â–¼ | -5.3% | 2,115 | 0.6% | Finance |
IYW iShares U.S. Technology ETF | $718,857 | $11,098 â–² | 1.6% | 2,850 | 0.6% | ETF |
DSI iShares ESG MSCI KLD 400 ETF | $704,984 | $570 â–¼ | -0.1% | 4,951 | 0.5% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $698,505 | $7,144 â–¼ | -1.0% | 3,911 | 0.5% | ETF |
EFIV SPDR S&P 500 ESG ETF | $691,605 | $137,196 â–² | 24.7% | 8,973 | 0.5% | ETF |
IBM International Business Machines | $675,185 | $1,687 â–² | 0.3% | 2,401 | 0.5% | Technology |
ASML ASML | $668,506 | $3,979 â–¼ | -0.6% | 336 | 0.5% | Technology |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $637,794 | $17,341 â–² | 2.8% | 5,848 | 0.5% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $613,311 | $7,202 â–² | 1.2% | 3,747 | 0.5% | ETF |
DGRO iShares Core Dividend Growth ETF | $607,137 | $834 â–² | 0.1% | 8,011 | 0.5% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $595,540 | $2,364 â–² | 0.4% | 12,343 | 0.5% | ETF |
IXN iShares Global Tech ETF | $580,810 | | 0.0% | 4,020 | 0.4% | ETF |
CAT Caterpillar | $505,828 | | 0.0% | 475 | 0.4% | Industrials |
TIP iShares TIPS Bond ETF | $471,782 | $9,521 â–² | 2.1% | 4,311 | 0.4% | ETF |
XOM ExxonMobil | $431,898 | $20,371 â–¼ | -4.5% | 3,159 | 0.3% | Energy |
GOOG Alphabet | $420,463 | | 0.0% | 1,190 | 0.3% | Communication Services |
JPM JPMorgan Chase & Co. | $414,501 | $32,086 â–¼ | -7.2% | 1,266 | 0.3% | Finance |
ICLN iShares Global Clean Energy ETF | $391,628 | $287 â–² | 0.1% | 19,113 | 0.3% | ETF |
IVE iShares S&P 500 Value ETF | $388,500 | $49,726 â–² | 14.7% | 1,711 | 0.3% | ETF |
IWM iShares Russell 2000 ETF | $377,966 | | 0.0% | 1,258 | 0.3% | ETF |
SPHD Invesco S&P 500 High Dividend Low Volatility ETF | $376,228 | $41,893 â–¼ | -10.0% | 7,400 | 0.3% | ETF |
LCTU BlackRock U.S. Carbon Transition Readiness ETF | $374,720 | $240 â–² | 0.1% | 4,675 | 0.3% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $362,090 | $3,306 â–¼ | -0.9% | 4,381 | 0.3% | ETF |
IWR iShares Russell Mid-Cap ETF | $353,907 | | 0.0% | 3,208 | 0.3% | ETF |
CSCO Cisco Systems | $344,021 | $17,031 â–¼ | -4.7% | 2,929 | 0.3% | Technology |
IEV iShares Europe ETF | $335,551 | | 0.0% | 4,606 | 0.3% | ETF |
GE GE Aerospace | $323,276 | | 0.0% | 865 | 0.2% | Industrials |
VWO Vanguard FTSE Emerging Markets ETF | $316,395 | $27,252 â–² | 9.4% | 5,271 | 0.2% | ETF |
VV Vanguard Large-Cap ETF | $311,582 | $85,977 â–² | 38.1% | 906 | 0.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $306,204 | | 0.0% | 410 | 0.2% | ETF |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $302,961 | $16,275 â–² | 5.7% | 5,417 | 0.2% | ETF |
BAC Bank of America | $296,926 | | 0.0% | 5,163 | 0.2% | Finance |
USXF iShares ESG Advanced MSCI USA ETF | $287,103 | $287,103 â–² | New Holding | 4,134 | 0.2% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $284,392 | $4,138 â–² | 1.5% | 1,512 | 0.2% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $277,798 | $2,974 â–² | 1.1% | 2,522 | 0.2% | ETF |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $276,872 | $750 â–² | 0.3% | 11,079 | 0.2% | ETF |
BNDX Vanguard Total International Bond ETF | $266,382 | $7,798 â–² | 3.0% | 5,500 | 0.2% | ETF |
QQQ Invesco QQQ | $264,821 | $23,540 â–¼ | -8.2% | 360 | 0.2% | ETF |
BINC iShares Flexible Income Active ETF | $247,144 | $24,756 â–² | 11.1% | 4,722 | 0.2% | ETF |
FIRST TR EXCHNG TRADED FD VIII FT VEST LAD
| $242,404 | $34,158 â–² | 16.4% | 8,679 | 0.2% | FT VEST LAD |
SCHH Schwab U.S. REIT ETF | $240,139 | $369 â–² | 0.2% | 9,767 | 0.2% | ETF |
AMD Advanced Micro Devices | $239,916 | $12,199 â–¼ | -4.8% | 413 | 0.2% | Technology |
SPLG SPDR Portfolio S&P 500 ETF | $237,012 | $9,579 â–² | 4.2% | 2,697 | 0.2% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $235,424 | $36,454 â–² | 18.3% | 2,467 | 0.2% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $235,229 | $25,234 â–² | 12.0% | 1,072 | 0.2% | ETF |
SUSC iShares ESG Aware USD Corporate Bond ETF | $233,593 | $2,848 â–² | 1.2% | 10,090 | 0.2% | ETF |
GE VERNOVA INC COM
| $232,622 | $8,224 â–¼ | -3.4% | 198 | 0.2% | COM |
IWV iShares Russell 3000 ETF | $226,418 | $6,396 â–¼ | -2.7% | 531 | 0.2% | ETF |
IYM iShares U.S. Basic Materials ETF | $223,850 | | 0.0% | 1,247 | 0.2% | ETF |
TSM Taiwan Semiconductor Manufacturing | $222,070 | | 0.0% | 465 | 0.2% | Technology |
DMXF iShares ESG Advanced MSCI EAFE ETF | $217,646 | $592 â–² | 0.3% | 2,573 | 0.2% | ETF |
GLW Corning | $216,049 | | 0.0% | 846 | 0.2% | Technology |
WALMART INC COM
| $213,382 | $25,713 â–¼ | -10.8% | 1,834 | 0.2% | COM |
VZ Verizon Communications | $209,597 | $27,692 â–² | 15.2% | 4,950 | 0.2% | Communication Services |
FTNT Fortinet | $209,230 | | 0.0% | 1,362 | 0.2% | Technology |
VTWO Vanguard Russell 2000 ETF | $208,549 | $7,648 â–¼ | -3.5% | 1,718 | 0.2% | ETF |
NBIX Neurocrine Biosciences | $206,455 | | 0.0% | 1,225 | 0.2% | Healthcare |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $205,582 | $29,680 â–² | 16.9% | 4,336 | 0.2% | ETF |
AGZ iShares Agency Bond ETF | $204,527 | | 0.0% | 1,872 | 0.2% | ETF |
ADSK Autodesk | $203,169 | | 0.0% | 1,045 | 0.2% | Technology |
LLY Eli Lilly and Company | $202,704 | $37,182 â–¼ | -15.5% | 169 | 0.2% | Healthcare |
FIDELITY ENHANCED MID CAP ETF
| $200,814 | $81 â–² | 0.0% | 4,949 | 0.2% | ENH MID COR ETF |
INTU Intuit | $200,187 | | 0.0% | 767 | 0.2% | Technology |
VTI Vanguard Total Stock Market ETF | $195,370 | $1,480 â–² | 0.8% | 528 | 0.1% | ETF |
PZT Invesco New York AMT-Free Municipal Bond ETF | $194,313 | | 0.0% | 8,547 | 0.1% | ETF |
ADBE Adobe | $192,514 | | 0.0% | 939 | 0.1% | Technology |
EFV iShares MSCI EAFE Value ETF | $189,921 | $9,416 â–² | 5.2% | 2,481 | 0.1% | ETF |
CGMS Capital Group U.S. Multi-Sector Income ETF | $188,478 | $3,498 â–² | 1.9% | 6,896 | 0.1% | ETF |
MU Micron Technology | $188,149 | | 0.0% | 163 | 0.1% | Technology |
MA Mastercard | $187,516 | $5,651 â–¼ | -2.9% | 365 | 0.1% | Finance |
PFF iShares Preferred and Income Securities ETF | $183,763 | | 0.0% | 6,027 | 0.1% | ETF |
IGM iShares Expanded Tech Sector ETF | $183,210 | $10,633 â–² | 6.2% | 1,120 | 0.1% | ETF |
