JPST JPMorgan Ultra-Short Income ETF | $16,499,943 | $2,042,455 ▲ | 14.1% | 325,571 | 10.4% | ETF |
VOO Vanguard S&P 500 ETF | $16,118,661 | $485,673 ▼ | -2.9% | 28,376 | 10.2% | ETF |
GBIL Goldman Sachs Access Treasury 0-1 Year ETF | $11,964,981 | $3,125,671 ▲ | 35.4% | 119,471 | 7.6% | ETF |
MSFT Microsoft | $9,414,682 | $60,685 ▼ | -0.6% | 18,927 | 6.0% | Computer and Technology |
IEFA iShares Core MSCI EAFE ETF | $9,386,172 | $440,107 ▲ | 4.9% | 112,436 | 5.9% | ETF |
JAAA Janus Henderson AAA CLO ETF | $7,684,350 | $274,253 ▲ | 3.7% | 151,416 | 4.9% | ETF |
AAPL Apple | $5,895,154 | $185,063 ▼ | -3.0% | 28,733 | 3.7% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $4,629,253 | $206,752 ▼ | -4.3% | 7,456 | 2.9% | ETF |
QQQ Invesco QQQ | $3,860,321 | $677,404 ▲ | 21.3% | 6,998 | 2.4% | Finance |
GLD SPDR Gold Shares | $3,550,991 | $215,821 ▲ | 6.5% | 11,649 | 2.2% | Finance |
JEPI JPMorgan Equity Premium Income ETF | $3,408,331 | $444,340 ▼ | -11.5% | 59,953 | 2.2% | ETF |
XLV Health Care Select Sector SPDR Fund | $3,006,943 | $2,330,826 ▲ | 344.7% | 22,308 | 1.9% | ETF |
V Visa | $2,921,151 | $11,717 ▼ | -0.4% | 8,227 | 1.8% | Business Services |
NVDA NVIDIA | $2,905,439 | $196,540 ▼ | -6.3% | 18,390 | 1.8% | Computer and Technology |
BRK.B Berkshire Hathaway | $2,629,725 | $159,318 ▲ | 6.4% | 5,414 | 1.7% | Finance |
XLP Consumer Staples Select Sector SPDR Fund | $2,612,155 | $29,635 ▲ | 1.1% | 32,261 | 1.7% | ETF |
AMZN Amazon.com | $2,362,355 | $59,454 ▼ | -2.5% | 10,768 | 1.5% | Retail/Wholesale |
IVW iShares S&P 500 Growth ETF | $1,982,758 | $21,029 ▼ | -1.0% | 18,009 | 1.3% | ETF |
ORCL Oracle | $1,645,628 | $1,645,628 ▲ | New Holding | 7,527 | 1.0% | Computer and Technology |
SIRIUSXM HOLDINGS INC
| $1,629,055 | | 0.0% | 70,921 | 1.0% | COMMON STOCK |
VTV Vanguard Value ETF | $1,425,833 | $2,121 ▼ | -0.1% | 8,067 | 0.9% | ETF |
GOOG Alphabet | $1,297,202 | $97,029 ▲ | 8.1% | 7,313 | 0.8% | Computer and Technology |
JPM JPMorgan Chase & Co. | $1,213,530 | $20,873 ▲ | 1.8% | 4,186 | 0.8% | Finance |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $1,194,519 | $18,770 ▼ | -1.5% | 8,846 | 0.8% | ETF |
VTI Vanguard Total Stock Market ETF | $1,193,857 | $567,143 ▲ | 90.5% | 3,928 | 0.8% | ETF |
GOOGL Alphabet | $1,140,925 | $33,484 ▼ | -2.9% | 6,474 | 0.7% | Computer and Technology |
LMBS First Trust Low Duration Opportunities ETF | $1,070,393 | $8,719 ▼ | -0.8% | 21,729 | 0.7% | Manufacturing |
META Meta Platforms | $1,064,828 | $21,400 ▲ | 2.1% | 1,443 | 0.7% | Computer and Technology |
COST Costco Wholesale | $1,055,415 | $97,027 ▼ | -8.4% | 1,066 | 0.7% | Retail/Wholesale |
IVE iShares S&P 500 Value ETF | $975,700 | $1,759 ▲ | 0.2% | 4,993 | 0.6% | ETF |
PAPR Innovator U.S. Equity Power Buffer ETF - April | $953,442 | $52,803 ▲ | 5.9% | 25,568 | 0.6% | ETF |
GBCI Glacier Bancorp | $950,948 | $775 ▼ | -0.1% | 22,074 | 0.6% | Finance |
FCT First Trust Senior Floating Rate Income Fund II | $903,673 | $360,396 ▼ | -28.5% | 88,944 | 0.6% | Financial Services |
DVY iShares Select Dividend ETF | $899,142 | $8,898 ▼ | -1.0% | 6,770 | 0.6% | ETF |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $857,559 | $258,073 ▲ | 43.0% | 15,764 | 0.5% | ETF |
PJAN Innovator U.S. Equity Power Buffer ETF - January | $856,024 | | 0.0% | 19,433 | 0.5% | ETF |
TLT iShares 20+ Year Treasury Bond ETF | $854,761 | $75,628 ▲ | 9.7% | 9,686 | 0.5% | ETF |
FTSL First Trust Senior Loan ETF | $784,919 | $233,310 ▲ | 42.3% | 17,104 | 0.5% | Manufacturing |
IJR iShares Core S&P Small-Cap ETF | $716,713 | $28,087 ▼ | -3.8% | 6,558 | 0.5% | ETF |
VIG Vanguard Dividend Appreciation ETF | $705,907 | $69,997 ▲ | 11.0% | 3,449 | 0.4% | ETF |
HD Home Depot | $695,315 | $2,200 ▼ | -0.3% | 1,896 | 0.4% | Retail/Wholesale |
PDEC Innovator U.S. Equity Power Buffer ETF - December | $675,769 | | 0.0% | 16,890 | 0.4% | ETF |
SPY SPDR S&P 500 ETF Trust | $629,540 | $266,273 ▲ | 73.3% | 1,019 | 0.4% | Finance |
VUG Vanguard Growth ETF | $628,227 | | 0.0% | 1,433 | 0.4% | ETF |
HDV iShares Core High Dividend ETF | $623,058 | $2,812 ▲ | 0.5% | 5,318 | 0.4% | ETF |
POCT Innovator U.S. Equity Power Buffer ETF - October | $621,317 | | 0.0% | 15,044 | 0.4% | ETF |
IAU iShares Gold Trust | $619,858 | | 0.0% | 9,940 | 0.4% | Finance |
PFEB Innovator U.S. Equity Power Buffer ETF - February | $582,883 | | 0.0% | 15,335 | 0.4% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $577,857 | $177,228 ▲ | 44.2% | 19,961 | 0.4% | ETF |
EJUL Innovator MSCI Emerging Markets Power Buffer ETF - July | $557,556 | | 0.0% | 20,143 | 0.4% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $530,019 | $24,991 ▲ | 4.9% | 4,984 | 0.3% | ETF |
LLY Eli Lilly and Company | $481,758 | $54,568 ▼ | -10.2% | 618 | 0.3% | Medical |
CVX Chevron | $476,053 | $8,161 ▼ | -1.7% | 3,325 | 0.3% | Energy |
VSAT Viasat | $470,719 | $21,900 ▼ | -4.4% | 32,241 | 0.3% | Computer and Technology |
TSM Taiwan Semiconductor Manufacturing | $444,057 | $32,834 ▲ | 8.0% | 1,961 | 0.3% | Computer and Technology |
TSLA Tesla | $434,736 | $75,896 ▲ | 21.2% | 1,369 | 0.3% | Auto/Tires/Trucks |
NJAN Innovator Growth-100 Power Buffer ETF - January | $427,417 | | 0.0% | 8,422 | 0.3% | ETF |
BKNG Booking | $425,139 | | 0.0% | 73 | 0.3% | Retail/Wholesale |
WMT Walmart | $423,889 | $6,258 ▲ | 1.5% | 4,335 | 0.3% | Retail/Wholesale |
ET Energy Transfer | $419,020 | $2,792 ▼ | -0.7% | 23,112 | 0.3% | Energy |
XOM Exxon Mobil | $413,972 | $45,170 ▼ | -9.8% | 3,840 | 0.3% | Energy |
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares | $409,122 | $295 ▲ | 0.1% | 4,162 | 0.3% | ETF |
IAPR Innovator MSCI EAFE Power Buffer ETF - April | $402,401 | $402,401 ▲ | New Holding | 13,762 | 0.3% | ETF |
NJUL Innovator Growth-100 Power Buffer ETF - July | $401,894 | | 0.0% | 5,905 | 0.3% | ETF |
CBZ CBIZ | $394,405 | $394,405 ▲ | New Holding | 5,500 | 0.2% | Business Services |
IEMG iShares Core MSCI Emerging Markets ETF | $387,379 | $16,328 ▼ | -4.0% | 6,453 | 0.2% | ETF |
NFLX Netflix | $379,997 | $26,760 ▲ | 7.6% | 284 | 0.2% | Consumer Discretionary |
MUB iShares National Muni Bond ETF | $372,642 | $69,472 ▼ | -15.7% | 3,567 | 0.2% | ETF |
ABBV AbbVie | $370,021 | $59,968 ▲ | 19.3% | 1,993 | 0.2% | Medical |
VO Vanguard Mid-Cap ETF | $365,852 | $64,101 ▲ | 21.2% | 1,307 | 0.2% | ETF |
KAPR Innovator U.S. Small Cap Power Buffer ETF - April | $363,431 | $363,431 ▲ | New Holding | 11,222 | 0.2% | ETF |
PAVE Global X U.S. Infrastructure Development ETF | $363,010 | | 0.0% | 8,330 | 0.2% | ETF |
ISHARES BITCOIN TRUST ETF
| $358,935 | $52,151 ▼ | -12.7% | 5,864 | 0.2% | SHS BEN INT |
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund | $344,229 | $5,511 ▼ | -1.6% | 3,623 | 0.2% | ETF |
BA Boeing | $344,067 | $14,668 ▲ | 4.5% | 1,642 | 0.2% | Aerospace |
AVGO Broadcom | $337,204 | $127,933 ▼ | -27.5% | 1,223 | 0.2% | Computer and Technology |
GS The Goldman Sachs Group | $333,486 | $4,248 ▲ | 1.3% | 471 | 0.2% | Finance |
IBM International Business Machines | $306,235 | $589 ▲ | 0.2% | 1,039 | 0.2% | Computer and Technology |
CRM Salesforce | $303,501 | $3,818 ▼ | -1.2% | 1,113 | 0.2% | Computer and Technology |
CAT Caterpillar | $301,397 | | 0.0% | 776 | 0.2% | Industrials |
MO Altria Group | $299,718 | $5,159 ▲ | 1.8% | 5,112 | 0.2% | Consumer Staples |
VXUS Vanguard Total International Stock ETF | $275,360 | $275,360 ▲ | New Holding | 3,986 | 0.2% | ETF |
BAC Bank of America | $268,516 | $2,887 ▲ | 1.1% | 5,674 | 0.2% | Finance |
DBEF Xtrackers MSCI EAFE Hedged Equity ETF | $268,472 | $4,243 ▲ | 1.6% | 6,137 | 0.2% | ETF |
COF Capital One Financial | $264,848 | $15,742 ▲ | 6.3% | 1,245 | 0.2% | Finance |
IWM iShares Russell 2000 ETF | $259,692 | $5,397 ▼ | -2.0% | 1,203 | 0.2% | Finance |
FPE First Trust Preferred Securities and Income ETF | $259,377 | $14,062 ▼ | -5.1% | 14,572 | 0.2% | ETF |
VB Vanguard Small-Cap ETF | $258,498 | $258,498 ▲ | New Holding | 1,091 | 0.2% | ETF |
XLU Utilities Select Sector SPDR Fund | $251,935 | $2,042 ▲ | 0.8% | 3,085 | 0.2% | ETF |
QYLD Global X Nasdaq 100 Covered Call ETF | $243,514 | $2,592 ▼ | -1.1% | 14,564 | 0.2% | Manufacturing |
SHEL Shell | $242,791 | $986 ▲ | 0.4% | 3,448 | 0.2% | Energy |
KJAN Innovator U.S. Small Cap Power Buffer ETF - January | $236,649 | | 0.0% | 6,314 | 0.1% | ETF |
TOTL SPDR Doubleline Total Return Tactical ETF | $231,554 | $231,554 ▲ | New Holding | 5,773 | 0.1% | ETF |
XLF Financial Select Sector SPDR Fund | $227,734 | $628 ▲ | 0.3% | 4,349 | 0.1% | ETF |
FIDELITY WISE ORIGIN BITCOIN
| $221,816 | $221,816 ▲ | New Holding | 2,360 | 0.1% | SHS |
PSA Public Storage | $219,869 | $1,174 ▼ | -0.5% | 749 | 0.1% | Finance |
IJAN Innovator MSCI EAFE Power Buffer ETF - January | $218,542 | | 0.0% | 6,389 | 0.1% | ETF |
HYLS First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF | $217,540 | $1,714 ▲ | 0.8% | 5,203 | 0.1% | Manufacturing |
AMX America Movil | $215,101 | | 0.0% | 11,990 | 0.1% | Computer and Technology |
MA Mastercard | $214,199 | $28,110 ▼ | -11.6% | 381 | 0.1% | Business Services |
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