JPM JPMorgan Chase & Co. | $116,236,646 | | 0.0% | 400,939 | 29.9% | Finance |
IVV iShares Core S&P 500 ETF | $51,720,587 | $1,716,155 ▲ | 3.4% | 83,300 | 13.3% | ETF |
IVW iShares S&P 500 Growth ETF | $21,788,716 | $84,116 ▼ | -0.4% | 197,901 | 5.6% | ETF |
IEFA iShares Core MSCI EAFE ETF | $19,366,458 | $141,580 ▲ | 0.7% | 231,992 | 5.0% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $14,773,168 | $768,546 ▼ | -4.9% | 238,202 | 3.8% | ETF |
IJR iShares Core S&P Small-Cap ETF | $14,139,726 | $961,730 ▼ | -6.4% | 129,381 | 3.6% | ETF |
IVE iShares S&P 500 Value ETF | $12,000,135 | $76,219 ▼ | -0.6% | 61,403 | 3.1% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $7,605,025 | $495,784 ▲ | 7.0% | 126,688 | 2.0% | ETF |
IBDX iShares iBonds Dec 2032 Term Corporate ETF | $7,039,613 | $57,169 ▲ | 0.8% | 278,413 | 1.8% | ETF |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | $7,027,254 | $11,847 ▲ | 0.2% | 319,710 | 1.8% | ETF |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $7,024,310 | $7,139 ▲ | 0.1% | 301,086 | 1.8% | ETF |
IBDW iShares iBonds Dec 2031 Term Corporate ETF | $6,986,266 | $52,179 ▲ | 0.8% | 332,049 | 1.8% | ETF |
SPY SPDR S&P 500 ETF Trust | $6,838,601 | $3,089 ▼ | 0.0% | 11,070 | 1.8% | Finance |
IBDY iShares iBonds Dec 2033 Term Corporate ETF | $6,306,575 | $258,920 ▲ | 4.3% | 243,451 | 1.6% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $5,682,255 | $9,280 ▲ | 0.2% | 62,455 | 1.5% | ETF |
ISHARES TR
| $5,562,839 | $413,585 ▲ | 8.0% | 212,891 | 1.4% | IBONDS DEC 2034 |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $4,601,558 | $15,938 ▲ | 0.3% | 181,021 | 1.2% | ETF |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $4,548,996 | $493,752 ▲ | 12.2% | 180,660 | 1.2% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $4,538,441 | $7,063 ▼ | -0.2% | 186,999 | 1.2% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $4,438,350 | $5,189 ▲ | 0.1% | 33,361 | 1.1% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $4,329,113 | $67,003 ▼ | -1.5% | 178,520 | 1.1% | ETF |
IWF iShares Russell 1000 Growth ETF | $4,100,019 | $3,821 ▼ | -0.1% | 9,658 | 1.1% | ETF |
DGRO iShares Core Dividend Growth ETF | $3,374,917 | $17,200 ▲ | 0.5% | 52,783 | 0.9% | ETF |
DVY iShares Select Dividend ETF | $3,325,282 | $22,707 ▲ | 0.7% | 25,042 | 0.9% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $2,826,893 | $42,752 ▲ | 1.5% | 36,566 | 0.7% | Manufacturing |
IUSV iShares Core S&P U.S. Value ETF | $2,741,255 | $31,892 ▲ | 1.2% | 28,967 | 0.7% | Manufacturing |
IJJ iShares S&P Mid-Cap 400 Value ETF | $2,477,090 | $2,719 ▲ | 0.1% | 20,045 | 0.6% | ETF |
MSFT Microsoft | $2,132,535 | $5,969 ▼ | -0.3% | 4,287 | 0.5% | Computer and Technology |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $2,092,657 | $135 ▲ | 0.0% | 15,496 | 0.5% | ETF |
AAPL Apple | $1,767,040 | $4,924 ▼ | -0.3% | 8,612 | 0.5% | Computer and Technology |
VPU Vanguard Utilities ETF | $1,756,974 | $30,539 ▲ | 1.8% | 9,953 | 0.5% | ETF |
VBR Vanguard Small-Cap Value ETF | $1,737,090 | | 0.0% | 8,907 | 0.4% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $1,380,623 | $28,708 ▲ | 2.1% | 18,996 | 0.4% | ETF |
AAAU Goldman Sachs Physical Gold ETF | $1,299,092 | $85,785 ▼ | -6.2% | 39,752 | 0.3% | Finance |
AVGO Broadcom | $1,068,618 | $3,859 ▲ | 0.4% | 3,877 | 0.3% | Computer and Technology |
USMV iShares MSCI USA Min Vol Factor ETF | $1,065,420 | $830,558 ▼ | -43.8% | 11,350 | 0.3% | ETF |
VOE Vanguard Mid-Cap Value ETF | $1,021,716 | | 0.0% | 6,213 | 0.3% | ETF |
IWO iShares Russell 2000 Growth ETF | $1,000,188 | $73,791 ▼ | -6.9% | 3,497 | 0.3% | ETF |
QQQ Invesco QQQ | $986,521 | $318,909 ▲ | 47.8% | 1,788 | 0.3% | Finance |
IYR iShares U.S. Real Estate ETF | $979,255 | $26,441 ▼ | -2.6% | 10,333 | 0.3% | ETF |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $936,946 | $37,185 ▲ | 4.1% | 21,720 | 0.2% | ETF |
IWD iShares Russell 1000 Value ETF | $891,137 | $3,883 ▲ | 0.4% | 4,590 | 0.2% | ETF |
PFF iShares Preferred and Income Securities ETF | $837,613 | $33,382 ▼ | -3.8% | 27,300 | 0.2% | ETF |
EFA iShares MSCI EAFE ETF | $807,888 | $29,498 ▲ | 3.8% | 9,038 | 0.2% | Finance |
FLOT iShares Floating Rate Bond ETF | $797,368 | $20,358 ▼ | -2.5% | 15,628 | 0.2% | ETF |
VTWO Vanguard Russell 2000 ETF | $769,238 | $698 ▲ | 0.1% | 8,820 | 0.2% | ETF |
IWN iShares Russell 2000 Value ETF | $725,413 | $3,312 ▲ | 0.5% | 4,599 | 0.2% | ETF |
PG Procter & Gamble | $656,811 | $4,142 ▼ | -0.6% | 4,123 | 0.2% | Consumer Staples |
BAC Bank of America | $595,788 | $2,319 ▲ | 0.4% | 12,590 | 0.2% | Finance |
FIDELITY WISE ORIGIN BITCOIN
| $571,384 | $81,492 ▲ | 16.6% | 6,079 | 0.1% | SHS |
NVDA NVIDIA | $565,118 | $79,806 ▼ | -12.4% | 3,576 | 0.1% | Computer and Technology |
IGM iShares Expanded Tech Sector ETF | $561,231 | $128,962 ▲ | 29.8% | 4,996 | 0.1% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $553,318 | $341,147 ▲ | 160.8% | 1,257 | 0.1% | Finance |
VIG Vanguard Dividend Appreciation ETF | $548,612 | $6,957 ▲ | 1.3% | 2,681 | 0.1% | ETF |
XLK Technology Select Sector SPDR Fund | $520,295 | $1,013 ▲ | 0.2% | 2,055 | 0.1% | ETF |
BRK.B Berkshire Hathaway | $489,389 | | 0.0% | 1,007 | 0.1% | Finance |
VOOG Vanguard S&P 500 Growth ETF | $476,695 | $6,345 ▲ | 1.3% | 1,202 | 0.1% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $470,215 | $1,718 ▲ | 0.4% | 3,558 | 0.1% | ETF |
EFG iShares MSCI EAFE Growth ETF | $410,256 | | 0.0% | 3,663 | 0.1% | ETF |
COST Costco Wholesale | $402,052 | | 0.0% | 406 | 0.1% | Retail/Wholesale |
AMZN Amazon.com | $372,085 | $2,413 ▲ | 0.7% | 1,696 | 0.1% | Retail/Wholesale |
GOOGL Alphabet | $367,260 | $705 ▼ | -0.2% | 2,084 | 0.1% | Computer and Technology |
VGT Vanguard Information Technology ETF | $361,044 | $3,975 ▲ | 1.1% | 545 | 0.1% | ETF |
IWR iShares Russell Mid-Cap ETF | $357,636 | $184 ▲ | 0.1% | 3,889 | 0.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $349,410 | $5,074 ▲ | 1.5% | 6,129 | 0.1% | ETF |
VOOV Vanguard S&P 500 Value ETF | $334,708 | $1,509 ▲ | 0.5% | 1,774 | 0.1% | ETF |
NLY Annaly Capital Management | $332,076 | $11,235 ▲ | 3.5% | 17,646 | 0.1% | Finance |
IWM iShares Russell 2000 ETF | $319,831 | $3,239 ▼ | -1.0% | 1,481 | 0.1% | Finance |
GLD SPDR Gold Shares | $319,444 | $220,685 ▼ | -40.9% | 1,048 | 0.1% | Finance |
IBTK iShares iBonds Dec 2030 Term Treasury ETF | $305,357 | $16,725 ▲ | 5.8% | 15,391 | 0.1% | Manufacturing |
MDY SPDR S&P MidCap 400 ETF Trust | $290,621 | $1,131 ▲ | 0.4% | 514 | 0.1% | ETF |
ACWX iShares MSCI ACWI ex U.S. ETF | $288,939 | $3,839 ▲ | 1.3% | 4,742 | 0.1% | Manufacturing |
IAU iShares Gold Trust | $288,240 | | 0.0% | 4,622 | 0.1% | Finance |
VUG Vanguard Growth ETF | $265,692 | | 0.0% | 606 | 0.1% | ETF |
VNQ Vanguard Real Estate ETF | $254,477 | $62,639 ▼ | -19.8% | 2,856 | 0.1% | ETF |
IBTM iShares iBonds Dec 2032 Term Treasury ETF | $252,501 | $17,848 ▲ | 7.6% | 10,964 | 0.1% | ETF |
IBHH iShares iBonds 2028 Term High Yield and Income ETF | $225,455 | $225,455 ▲ | New Holding | 9,501 | 0.1% | ETF |
IYH iShares U.S. Healthcare ETF | $224,684 | $904 ▲ | 0.4% | 3,978 | 0.1% | ETF |
ISHARES TR
| $216,305 | $216,305 ▲ | New Holding | 8,439 | 0.1% | IBONDS DEC 2035 |
IBTJ iShares iBonds Dec 2029 Term Treasury ETF | $211,967 | $373 ▲ | 0.2% | 9,670 | 0.1% | Manufacturing |
IBTL iShares iBonds Dec 2031 Term Treasury ETF | $211,705 | $554 ▲ | 0.3% | 10,327 | 0.1% | ETF |
IYW iShares U.S. Technology ETF | $211,229 | $143,476 ▼ | -40.4% | 1,219 | 0.1% | Manufacturing |
IJS iShares S&P Small-Cap 600 Value ETF | $209,996 | $1,888 ▼ | -0.9% | 2,113 | 0.1% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $209,001 | $209,001 ▲ | New Holding | 1,150 | 0.1% | ETF |
JNJ Johnson & Johnson | $200,802 | $764 ▲ | 0.4% | 1,315 | 0.1% | Medical |
HYPR Hyperfine | $7,607 | | 0.0% | 10,571 | 0.0% | Medical |
XOM Exxon Mobil | $0 | $215,826 ▼ | -100.0% | 0 | 0.0% | Energy |
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