VYM Vanguard High Dividend Yield ETF | $16,685,088 | $116,259 â–² | 0.7% | 112,660 | 7.0% | ETF |
VUG Vanguard Growth ETF | $15,634,784 | $59,405 â–¼ | -0.4% | 35,794 | 6.6% | ETF |
AAPL Apple | $9,000,900 | $792,861 â–² | 9.7% | 35,465 | 3.8% | Computer and Technology |
VB Vanguard Small-Cap ETF | $8,346,330 | $786 â–² | 0.0% | 31,865 | 3.5% | ETF |
VIG Vanguard Dividend Appreciation ETF | $5,722,200 | $104,091 â–¼ | -1.8% | 26,607 | 2.4% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $5,657,978 | $175,575 â–² | 3.2% | 289,707 | 2.4% | ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $5,653,884 | $189,538 â–² | 3.5% | 288,096 | 2.4% | ETF |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $5,495,340 | $175,822 â–² | 3.3% | 269,076 | 2.3% | ETF |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $5,299,292 | $159,528 â–² | 3.1% | 283,986 | 2.2% | ETF |
PALANTIR TECHNOLOGIES INC
| $4,993,999 | $274,568 â–² | 5.8% | 34,140 | 2.1% | CL A |
VT Vanguard Total World Stock ETF | $4,806,207 | $143,023 â–¼ | -2.9% | 34,747 | 2.0% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $4,497,118 | $12,956 â–¼ | -0.3% | 88,858 | 1.9% | ETF |
VOO Vanguard S&P 500 ETF | $4,451,388 | $80,076 â–² | 1.8% | 7,449 | 1.9% | ETF |
IVV iShares Core S&P 500 ETF | $4,450,849 | $458,608 â–² | 11.5% | 6,813 | 1.9% | ETF |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $4,428,848 | $301,438 â–² | 7.3% | 191,104 | 1.9% | ETF |
SPY SPDR S&P 500 ETF Trust | $4,322,226 | $87,797 â–² | 2.1% | 6,646 | 1.8% | Finance |
BSCU Invesco BulletShares 2030 Corporate Bond ETF | $4,260,411 | $251,238 â–² | 6.3% | 254,823 | 1.8% | Manufacturing |
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | $4,180,053 | $309,488 â–² | 8.0% | 186,901 | 1.8% | ETF |
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | $4,005,632 | $287,044 â–² | 7.7% | 184,719 | 1.7% | Manufacturing |
BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF | $3,892,674 | $272,761 â–² | 7.5% | 185,057 | 1.6% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $3,823,597 | $345,313 â–² | 9.9% | 50,913 | 1.6% | ETF |
BSJU Invesco BulletShares 2030 High Yield Corporate Bond ETF | $3,682,350 | $279,136 â–² | 8.2% | 143,898 | 1.5% | ETF |
IVW iShares S&P 500 Growth ETF | $3,497,135 | $31,784 â–¼ | -0.9% | 30,918 | 1.5% | ETF |
GOOGL Alphabet | $3,223,087 | $1,013,397 â–² | 45.9% | 11,208 | 1.4% | Computer and Technology |
BND Vanguard Total Bond Market ETF | $3,193,701 | $94,775 â–² | 3.1% | 43,369 | 1.3% | ETF |
FLDR Fidelity Low Duration Bond Factor ETF | $3,127,344 | $591,645 â–² | 23.3% | 62,484 | 1.3% | ETF |
JAAA Janus Henderson AAA CLO ETF | $2,974,121 | $575,885 â–² | 24.0% | 59,045 | 1.3% | ETF |
VTV Vanguard Value ETF | $2,947,155 | $589 â–¼ | 0.0% | 15,021 | 1.2% | ETF |
FLTR VanEck IG Floating Rate ETF | $2,570,038 | $89,767 â–² | 3.6% | 100,864 | 1.1% | ETF |
AMZN Amazon.com | $2,565,886 | $808,921 â–² | 46.0% | 12,320 | 1.1% | Retail/Wholesale |
VXUS Vanguard Total International Stock ETF | $2,513,917 | $75,338 â–² | 3.1% | 32,601 | 1.1% | ETF |
VRP Invesco Variable Rate Preferred ETF | $2,384,029 | $44,747 â–² | 1.9% | 99,417 | 1.0% | ETF |
GOOG Alphabet | $2,270,790 | $566,837 â–² | 33.3% | 7,916 | 1.0% | Computer and Technology |
VV Vanguard Large-Cap ETF | $2,238,713 | $70,828 â–¼ | -3.1% | 7,491 | 0.9% | ETF |
VTI Vanguard Total Stock Market ETF | $2,168,726 | $57,747 â–¼ | -2.6% | 6,760 | 0.9% | ETF |
CWB SPDR Bloomberg Convertible Securities ETF | $2,125,418 | $29,470 â–¼ | -1.4% | 23,223 | 0.9% | ETF |
QQQ Invesco QQQ | $2,078,854 | $901,164 â–² | 76.5% | 3,601 | 0.9% | Finance |
SPDW SPDR Portfolio Developed World ex-US ETF | $1,645,379 | $1,780 â–² | 0.1% | 36,043 | 0.7% | ETF |
AMD Advanced Micro Devices | $1,636,391 | | 0.0% | 8,044 | 0.7% | Computer and Technology |
PFXF VanEck Preferred Securities ex Financials ETF | $1,550,308 | $36,291 â–² | 2.4% | 88,386 | 0.7% | ETF |
COST Costco Wholesale | $1,532,987 | $882,115 â–² | 135.5% | 1,538 | 0.6% | Retail/Wholesale |
MSFT Microsoft | $1,525,240 | $283,206 â–² | 22.8% | 4,120 | 0.6% | Computer and Technology |
JEPI JPMorgan Equity Premium Income ETF | $1,495,087 | $30,665 â–¼ | -2.0% | 26,377 | 0.6% | ETF |
BIZD VanEck BDC Income ETF | $1,470,073 | $36,071 â–² | 2.5% | 114,849 | 0.6% | ETF |
VHT Vanguard Health Care ETF | $1,466,132 | $38,676 â–¼ | -2.6% | 5,383 | 0.6% | ETF |
IOO iShares Global 100 ETF | $1,460,909 | $57,343 â–¼ | -3.8% | 12,076 | 0.6% | ETF |
ITA iShares U.S. Aerospace & Defense ETF | $1,402,181 | $40,475 â–¼ | -2.8% | 6,409 | 0.6% | ETF |
VNQ Vanguard Real Estate ETF | $1,252,374 | $15,700 â–¼ | -1.2% | 14,119 | 0.5% | ETF |
SDY SPDR S&P Dividend ETF | $1,249,688 | $40,426 â–¼ | -3.1% | 8,563 | 0.5% | ETF |
JPM JPMorgan Chase & Co. | $1,239,695 | $267,120 â–² | 27.5% | 4,214 | 0.5% | Finance |
NVDA NVIDIA | $1,219,458 | $568,394 â–² | 87.3% | 6,992 | 0.5% | Computer and Technology |
VXF Vanguard Extended Market ETF | $1,205,217 | $22,433 â–¼ | -1.8% | 5,856 | 0.5% | ETF |
SJNK SPDR Bloomberg Short Term High Yield Bond ETF | $1,191,868 | $41,917 â–² | 3.6% | 47,712 | 0.5% | ETF |
EES WisdomTree U.S. SmallCap Fund | $1,113,548 | $755 â–² | 0.1% | 19,183 | 0.5% | Finance |
SPYV SPDR Portfolio S&P 500 Value ETF | $1,045,590 | $162,788 â–¼ | -13.5% | 18,479 | 0.4% | ETF |
META Meta Platforms | $1,037,233 | $9,159 â–¼ | -0.9% | 1,812 | 0.4% | Computer and Technology |
V Visa | $1,014,704 | $2,720 â–¼ | -0.3% | 3,357 | 0.4% | Business Services |
PFF iShares Preferred and Income Securities ETF | $945,469 | $33,686 â–¼ | -3.4% | 31,183 | 0.4% | ETF |
TSLA Tesla | $940,899 | | 0.0% | 2,531 | 0.4% | Auto/Tires/Trucks |
MA Mastercard | $935,863 | | 0.0% | 1,873 | 0.4% | Business Services |
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund | $921,210 | $45,053 â–² | 5.1% | 9,876 | 0.4% | ETF |
PWV Invesco Large Cap Value ETF | $897,307 | $13,105 â–¼ | -1.4% | 12,872 | 0.4% | ETF |
JNJ Johnson & Johnson | $837,645 | $978 â–² | 0.1% | 3,426 | 0.4% | Medical |
VFH Vanguard Financials ETF | $810,281 | $5,678 â–² | 0.7% | 6,707 | 0.3% | ETF |
NFLX Netflix | $802,756 | $51,921 â–² | 6.9% | 8,349 | 0.3% | Consumer Discretionary |
IWM iShares Russell 2000 ETF | $781,957 | $29,016 â–¼ | -3.6% | 3,153 | 0.3% | Finance |
VGT Vanguard Information Technology ETF | $752,700 | $20,249 â–² | 2.8% | 1,078 | 0.3% | ETF |
XOM ExxonMobil | $716,077 | $37,670 â–¼ | -5.0% | 4,220 | 0.3% | Energy |
HD Home Depot | $706,830 | $350,948 â–² | 98.6% | 2,149 | 0.3% | Retail/Wholesale |
IJH iShares Core S&P Mid-Cap ETF | $706,347 | $10,941 â–¼ | -1.5% | 10,459 | 0.3% | ETF |
BSMU Invesco BulletShares 2030 Municipal Bond ETF | $671,526 | $89,326 â–² | 15.3% | 30,785 | 0.3% | Manufacturing |
AMLP Alerian MLP ETF | $659,792 | $34,690 â–¼ | -5.0% | 12,534 | 0.3% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $638,368 | $26,869 â–¼ | -4.0% | 1,378 | 0.3% | Finance |
QYLD Global X Nasdaq 100 Covered Call ETF | $622,661 | $18,437 â–² | 3.1% | 36,306 | 0.3% | Manufacturing |
EFA iShares MSCI EAFE ETF | $618,744 | | 0.0% | 6,370 | 0.3% | Finance |
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund | $618,697 | $75,628 â–² | 13.9% | 11,854 | 0.3% | ETF |
LLY Eli Lilly and Company | $595,961 | $13,817 â–² | 2.4% | 647 | 0.3% | Medical |
BSMR Invesco BulletShares 2027 Municipal Bond ETF | $588,512 | $71,080 â–² | 13.7% | 24,880 | 0.2% | ETF |
BSMQ Invesco BulletShares 2026 Municipal Bond ETF | $587,790 | $71,111 â–² | 13.8% | 24,880 | 0.2% | ETF |
BSMS Invesco BulletShares 2028 Municipal Bond ETF | $586,050 | $70,654 â–² | 13.7% | 25,050 | 0.2% | ETF |
BSMT Invesco BulletShares 2029 Municipal Bond ETF | $584,620 | $69,532 â–² | 13.5% | 25,392 | 0.2% | ETF |
ONEQ Fidelity NASDAQ Composite Index ETF | $581,718 | $581,718 â–² | New Holding | 6,851 | 0.2% | ETF |
XYLD Global X S&P 500 Covered Call ETF | $561,845 | $2,465 â–¼ | -0.4% | 14,358 | 0.2% | ETF |
DNL WisdomTree Global ex U.S. Quality Dividend Growth Fund | $560,093 | | 0.0% | 13,874 | 0.2% | Finance |
IWF iShares Russell 1000 Growth ETF | $557,318 | $3,838 â–¼ | -0.7% | 1,307 | 0.2% | ETF |
VO Vanguard Mid-Cap ETF | $534,016 | $3,447 â–¼ | -0.6% | 1,859 | 0.2% | ETF |
CTAS Cintas | $509,450 | $509,450 â–² | New Holding | 3,012 | 0.2% | Business Services |
PEG Public Service Enterprise Group | $507,880 | | 0.0% | 6,274 | 0.2% | Utilities |
GLD SPDR Gold Shares | $507,742 | $507,742 â–² | New Holding | 1,180 | 0.2% | Finance |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $486,665 | $56,486 â–² | 13.1% | 11,502 | 0.2% | ETF |
MRK Merck & Co., Inc. | $462,386 | $7,219 â–¼ | -1.5% | 3,843 | 0.2% | Medical |
IJR iShares Core S&P Small-Cap ETF | $461,736 | $497 â–¼ | -0.1% | 3,714 | 0.2% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $461,157 | $75,563 â–² | 19.6% | 5,572 | 0.2% | ETF |
VRIG Invesco Variable Rate Investment Grade ETF | $439,283 | $74,282 â–² | 20.4% | 17,546 | 0.2% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $420,728 | $1,186 â–² | 0.3% | 5,321 | 0.2% | ETF |
VUSB Vanguard Ultra-Short Bond ETF | $417,998 | $94,542 â–² | 29.2% | 8,396 | 0.2% | ETF |
DWM WisdomTree International Equity Fund | $392,436 | | 0.0% | 5,615 | 0.2% | Finance |
ABBV AbbVie | $366,841 | $9,574 â–¼ | -2.5% | 1,686 | 0.2% | Medical |
MCD McDonald's | $347,790 | $622 â–² | 0.2% | 1,119 | 0.1% | Retail/Wholesale |
IWB iShares Russell 1000 ETF | $342,919 | $2,855 â–¼ | -0.8% | 961 | 0.1% | ETF |
