AAPL Apple | $123,153,120 | $13,320,676 â–² | 12.1% | 485,256 | 2.6% | Computer and Technology |
NVDA NVIDIA | $113,681,245 | $19,589,480 â–² | 20.8% | 651,842 | 2.4% | Computer and Technology |
AMZN Amazon.com | $68,910,920 | $11,910,753 â–² | 20.9% | 330,873 | 1.4% | Retail/Wholesale |
MSFT Microsoft | $64,705,716 | $18,960,478 â–² | 41.4% | 174,800 | 1.3% | Computer and Technology |
GOOG Alphabet | $62,998,759 | $7,908,730 â–² | 14.4% | 219,615 | 1.3% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $57,724,178 | $3,779,776 â–¼ | -6.1% | 88,760 | 1.2% | Finance |
VUG Vanguard Growth ETF | $57,561,060 | $2,035,878 â–² | 3.7% | 131,782 | 1.2% | ETF |
QQQ Invesco QQQ | $54,686,073 | $1,005,448 â–¼ | -1.8% | 94,747 | 1.1% | Finance |
IAU iShares Gold Trust | $49,973,760 | $483,646 â–¼ | -1.0% | 566,853 | 1.0% | Finance |
TLT iShares 20+ Year Treasury Bond ETF | $48,209,176 | $6,538,853 â–² | 15.7% | 556,110 | 1.0% | ETF |
GOOGL Alphabet | $47,669,971 | $7,256,864 â–² | 18.0% | 165,774 | 1.0% | Computer and Technology |
SPLG SPDR Portfolio S&P 500 ETF | $41,320,425 | $886,716 â–¼ | -2.1% | 539,854 | 0.9% | ETF |
IVW iShares S&P 500 Growth ETF | $38,814,262 | $14,162,390 â–¼ | -26.7% | 343,155 | 0.8% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $37,699,916 | $1,426,973 â–² | 3.9% | 825,847 | 0.8% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $35,726,636 | $1,421,778 â–² | 4.1% | 406,724 | 0.7% | Manufacturing |
IVV iShares Core S&P 500 ETF | $35,407,248 | $1,625,840 â–² | 4.8% | 54,205 | 0.7% | ETF |
VOO Vanguard S&P 500 ETF | $34,302,358 | $1,794,443 â–² | 5.5% | 57,405 | 0.7% | ETF |
IEF iShares 7-10 Year Treasury Bond ETF | $33,794,540 | $8,319,027 â–² | 32.7% | 354,092 | 0.7% | ETF |
IVE iShares S&P 500 Value ETF | $32,251,684 | $13,476,437 â–² | 71.8% | 152,743 | 0.7% | ETF |
COST Costco Wholesale | $30,773,744 | $9,748,075 â–² | 46.4% | 30,884 | 0.6% | Retail/Wholesale |
RSP Invesco S&P 500 Equal Weight ETF | $30,178,077 | $2,327,222 â–² | 8.4% | 157,243 | 0.6% | ETF |
OEF iShares S&P 100 ETF | $29,907,804 | $3,526,442 â–¼ | -10.5% | 94,029 | 0.6% | ETF |
AVGO Broadcom | $28,116,817 | $7,968,954 â–² | 39.6% | 90,843 | 0.6% | Computer and Technology |
SCHG Schwab U.S. Large-Cap Growth ETF | $27,717,020 | $447,262 â–² | 1.6% | 951,494 | 0.6% | ETF |
XOM ExxonMobil | $27,331,208 | $1,044,088 â–² | 4.0% | 161,094 | 0.6% | Energy |
CGDV Capital Group Dividend Value ETF | $26,896,085 | $6,499,176 â–² | 31.9% | 632,254 | 0.6% | ETF |
FTSM First Trust Enhanced Short Maturity ETF | $26,036,223 | $7,097,022 â–² | 37.5% | 435,534 | 0.5% | Manufacturing |
BRK.B Berkshire Hathaway | $25,434,498 | $1,523,856 â–² | 6.4% | 53,077 | 0.5% | Finance |
ANGLOGOLD ASHANTI PLC
| $25,352,252 | $1,357,101 â–² | 5.7% | 260,397 | 0.5% | cs |
VYM Vanguard High Dividend Yield ETF | $25,091,398 | $611,357 â–¼ | -2.4% | 169,422 | 0.5% | Financial Services |
SCHM Schwab U.S. Mid-Cap ETF | $23,990,037 | $104,985 â–¼ | -0.4% | 774,872 | 0.5% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $23,798,770 | $4,029,806 â–² | 20.4% | 341,201 | 0.5% | ETF |
ITA iShares U.S. Aerospace & Defense ETF | $23,490,250 | $1,366,094 â–¼ | -5.5% | 107,384 | 0.5% | ETF |
META Meta Platforms | $23,209,026 | $468,002 â–² | 2.1% | 40,566 | 0.5% | Computer and Technology |
VGT Vanguard Information Technology ETF | $23,108,486 | $214,200 â–² | 0.9% | 33,120 | 0.5% | ETF |
CGGR Capital Group Growth ETF | $22,927,993 | $5,094,283 â–² | 28.6% | 570,490 | 0.5% | ETF |
VIG Vanguard Dividend Appreciation ETF | $22,526,245 | $265,599 â–¼ | -1.2% | 104,744 | 0.5% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $22,450,741 | $1,780,890 â–² | 8.6% | 427,145 | 0.5% | Manufacturing |
UCON First Trust TCW Unconstrained Plus Bond ETF | $22,108,885 | $799,155 â–² | 3.8% | 892,567 | 0.5% | ETF |
FNV Franco-Nevada | $21,564,994 | $2,649,858 â–¼ | -10.9% | 87,290 | 0.4% | Basic Materials |
SCHD Schwab US Dividend Equity ETF | $21,328,337 | $2,662,901 â–¼ | -11.1% | 695,187 | 0.4% | ETF |
IWM iShares Russell 2000 ETF | $21,326,264 | $15,272,832 â–² | 252.3% | 85,993 | 0.4% | Finance |
IEFA iShares Core MSCI EAFE ETF | $20,028,767 | $2,156,063 â–² | 12.1% | 221,239 | 0.4% | ETF |
JPM JPMorgan Chase & Co. | $19,970,522 | $2,940,717 â–² | 17.3% | 67,890 | 0.4% | Finance |
VOT Vanguard Mid-Cap Growth ETF | $19,600,548 | $2,806,659 â–² | 16.7% | 76,163 | 0.4% | ETF |
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | $18,546,466 | $627,500 â–² | 3.5% | 219,070 | 0.4% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $18,344,455 | $1,484,341 â–¼ | -7.5% | 362,467 | 0.4% | ETF |
SCHX Schwab US Large-Cap ETF | $18,280,987 | $63,382 â–² | 0.3% | 712,987 | 0.4% | ETF |
TDIV First Trust NASDAQ Technology Dividend Index Fund | $17,779,290 | $1,040,188 â–² | 6.2% | 189,828 | 0.4% | Manufacturing |
WALMART INC
| $17,468,673 | $449,148 â–² | 2.6% | 140,559 | 0.4% | cs |
PANW Palo Alto Networks | $17,441,533 | $6,990,753 â–² | 66.9% | 108,792 | 0.4% | Computer and Technology |
BND Vanguard Total Bond Market ETF | $17,314,605 | $4,151,013 â–² | 31.5% | 235,125 | 0.4% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $17,121,653 | $4,431,852 â–¼ | -20.6% | 120,211 | 0.4% | ETF |
HDV iShares Core High Dividend ETF | $17,110,492 | $9,131,785 â–¼ | -34.8% | 126,072 | 0.4% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $17,108,911 | $1,985,583 â–² | 13.1% | 266,993 | 0.4% | ETF |
VTI Vanguard Total Stock Market ETF | $16,983,361 | $351,929 â–¼ | -2.0% | 52,939 | 0.4% | ETF |
LLY Eli Lilly and Company | $16,807,877 | $26,673 â–² | 0.2% | 18,274 | 0.3% | Medical |
NFLX Netflix | $16,392,710 | $10,686,784 â–² | 187.3% | 170,491 | 0.3% | Consumer Discretionary |
CGUS Capital Group Core Equity ETF | $16,244,668 | $462,462 â–² | 2.9% | 422,818 | 0.3% | ETF |
EFA iShares MSCI EAFE ETF | $15,912,905 | $1,039,194 â–² | 7.0% | 163,831 | 0.3% | Finance |
AMD Advanced Micro Devices | $15,725,546 | $1,063,329 â–² | 7.3% | 77,302 | 0.3% | Computer and Technology |
CVX Chevron | $15,696,262 | $4,520,972 â–² | 40.5% | 75,864 | 0.3% | Energy |
KGC Kinross Gold | $15,668,174 | $2,403,419 â–² | 18.1% | 513,374 | 0.3% | Basic Materials |
IJH iShares Core S&P Mid-Cap ETF | $15,345,990 | $428,748 â–² | 2.9% | 227,247 | 0.3% | ETF |
VBK Vanguard Small-Cap Growth ETF | $15,204,082 | $1,316,601 â–² | 9.5% | 50,303 | 0.3% | ETF |
TSLA Tesla | $15,156,248 | $2,056,521 â–² | 15.7% | 40,770 | 0.3% | Auto/Tires/Trucks |
TFLO iShares Treasury Floating Rate Bond ETF | $15,002,277 | $3,921,901 â–² | 35.4% | 296,312 | 0.3% | ETF |
LMBS First Trust Low Duration Opportunities ETF | $14,702,318 | $585,218 â–¼ | -3.8% | 295,168 | 0.3% | Manufacturing |
SCHB Schwab US Broad Market ETF | $14,340,684 | $40,285 â–² | 0.3% | 571,342 | 0.3% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $14,283,654 | $8,723,095 â–² | 156.9% | 141,900 | 0.3% | ETF |
FDVV Fidelity High Dividend ETF | $14,237,005 | $2,545,680 â–² | 21.8% | 257,730 | 0.3% | ETF |
MOAT VanEck Morningstar Wide Moat ETF | $14,156,010 | $1,318,118 â–¼ | -8.5% | 146,391 | 0.3% | ETF |
VXUS Vanguard Total International Stock ETF | $13,745,474 | $2,100,091 â–² | 18.0% | 178,258 | 0.3% | ETF |
V Visa | $13,584,781 | $418,300 â–² | 3.2% | 44,947 | 0.3% | Business Services |
VTV Vanguard Value ETF | $13,554,869 | $41,398 â–² | 0.3% | 69,087 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $13,283,642 | $359,007 â–² | 2.8% | 106,859 | 0.3% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $13,030,619 | $161,460 â–¼ | -1.2% | 140,507 | 0.3% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $12,783,240 | $3,632,254 â–² | 39.7% | 154,817 | 0.3% | Manufacturing |
BLOCK INC
| $12,695,573 | $4,463,370 â–² | 54.2% | 210,960 | 0.3% | cs |
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF | $12,685,375 | $651,023 â–² | 5.4% | 170,165 | 0.3% | ETF |
HD Home Depot | $12,496,176 | $2,143,047 â–² | 20.7% | 37,995 | 0.3% | Retail/Wholesale |
EFG iShares MSCI EAFE Growth ETF | $12,386,237 | $9,369,112 â–² | 310.5% | 111,217 | 0.3% | ETF |
UNH UnitedHealth Group | $12,121,079 | $5,234,022 â–² | 76.0% | 44,795 | 0.3% | Medical |
ABBV AbbVie | $11,949,553 | $2,539,631 â–² | 27.0% | 54,943 | 0.2% | Medical |
IAGG iShares Core International Aggregate Bond ETF | $11,843,968 | $1,897,417 â–² | 19.1% | 236,690 | 0.2% | ETF |
PALANTIR TECHNOLOGIES INC
| $11,815,621 | $2,884,934 â–² | 32.3% | 80,774 | 0.2% | cs |
CAT Caterpillar | $11,733,515 | $393,195 â–¼ | -3.2% | 16,562 | 0.2% | Industrials |
QUAL iShares MSCI USA Quality Factor ETF | $11,684,106 | $4,876,194 â–¼ | -29.4% | 60,915 | 0.2% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $11,665,136 | $2,052,692 â–² | 21.4% | 481,235 | 0.2% | ETF |
RTX RTX | $11,643,830 | $4,340,829 â–² | 59.4% | 60,362 | 0.2% | Aerospace |
VOE Vanguard Mid-Cap Value ETF | $11,395,875 | $9,877,408 â–² | 650.5% | 61,840 | 0.2% | ETF |
CAPITAL GROUP CORE BALANCED
| $11,315,694 | $400,051 â–² | 3.7% | 328,849 | 0.2% | mc |
PG Procter & Gamble | $11,226,310 | $1,697,603 â–² | 17.8% | 77,723 | 0.2% | Consumer Staples |
VRT Vertiv | $11,003,218 | $5,824,481 â–² | 112.5% | 43,911 | 0.2% | Computer and Technology |
JAAA Janus Henderson AAA CLO ETF | $10,754,146 | $4,124,799 â–² | 62.2% | 213,503 | 0.2% | ETF |
MCD McDonald's | $10,653,881 | $1,314,331 â–² | 14.1% | 34,280 | 0.2% | Retail/Wholesale |
AGG iShares Core U.S. Aggregate Bond ETF | $10,639,858 | $448,502 â–² | 4.4% | 107,181 | 0.2% | Finance |
AXSM Axsome Therapeutics | $10,309,206 | $245,755 â–¼ | -2.3% | 60,994 | 0.2% | Medical |
VST Vistra | $10,242,133 | $9,086,246 â–² | 786.1% | 68,131 | 0.2% | Utilities |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $10,222,108 | $4,601,231 â–² | 81.9% | 123,530 | 0.2% | ETF |
