IVV iShares Core S&P 500 ETF | $101,363,018 | $9,042,153 ▼ | -8.2% | 163,252 | 4.6% | ETF |
SPY SPDR S&P 500 ETF Trust | $76,647,674 | $24,444,711 ▼ | -24.2% | 124,055 | 3.5% | Finance |
AAPL Apple | $50,462,502 | $76,118 ▲ | 0.2% | 245,955 | 2.3% | Computer and Technology |
NVDA NVIDIA | $50,374,206 | $365,115 ▼ | -0.7% | 318,844 | 2.3% | Computer and Technology |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $40,404,174 | $3,136,160 ▲ | 8.4% | 440,468 | 1.8% | ETF |
MSFT Microsoft | $39,827,743 | $1,046,554 ▼ | -2.6% | 80,070 | 1.8% | Computer and Technology |
BX Blackstone | $32,939,080 | $2,536,284 ▲ | 8.3% | 220,210 | 1.5% | Finance |
AMZN Amazon.com | $31,705,879 | $891,603 ▲ | 2.9% | 144,518 | 1.4% | Retail/Wholesale |
VOO Vanguard S&P 500 ETF | $31,075,546 | $6,010,279 ▲ | 24.0% | 54,708 | 1.4% | ETF |
QQQ Invesco QQQ | $29,258,286 | $6,227,984 ▼ | -17.6% | 53,039 | 1.3% | Finance |
AVGO Broadcom | $26,348,485 | $9,460,834 ▲ | 56.0% | 95,587 | 1.2% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $21,287,738 | $104,177 ▼ | -0.5% | 104,010 | 1.0% | ETF |
IEFA iShares Core MSCI EAFE ETF | $20,134,897 | $216,798 ▲ | 1.1% | 241,194 | 0.9% | ETF |
GOOGL Alphabet | $19,889,513 | $808,192 ▼ | -3.9% | 112,861 | 0.9% | Computer and Technology |
SCHD Schwab US Dividend Equity ETF | $19,162,428 | $412,181 ▲ | 2.2% | 723,110 | 0.9% | ETF |
XLK Technology Select Sector SPDR Fund | $18,862,994 | $924,031 ▲ | 5.2% | 74,490 | 0.9% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $18,516,642 | $16,594,043 ▲ | 863.1% | 195,674 | 0.8% | Manufacturing |
CAT Caterpillar | $18,199,044 | $816,024 ▲ | 4.7% | 46,879 | 0.8% | Industrials |
JPM JPMorgan Chase & Co. | $18,053,896 | $728,835 ▼ | -3.9% | 62,274 | 0.8% | Finance |
COST Costco Wholesale | $16,034,850 | $577,128 ▲ | 3.7% | 16,198 | 0.7% | Retail/Wholesale |
VYM Vanguard High Dividend Yield ETF | $16,028,209 | $2,715,916 ▲ | 20.4% | 120,233 | 0.7% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $16,025,814 | $6,028,384 ▲ | 60.3% | 281,896 | 0.7% | ETF |
TSLA Tesla | $15,754,010 | $250,951 ▲ | 1.6% | 49,594 | 0.7% | Auto/Tires/Trucks |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $15,620,287 | $15,620,287 ▲ | New Holding | 755,333 | 0.7% | ETF |
META Meta Platforms | $15,164,342 | $1,080,584 ▲ | 7.7% | 20,545 | 0.7% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $14,729,096 | $351,952 ▲ | 2.4% | 48,462 | 0.7% | ETF |
MUB iShares National Muni Bond ETF | $14,206,017 | $605,356 ▲ | 4.5% | 135,969 | 0.6% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $13,727,208 | $2,070,601 ▼ | -13.1% | 221,335 | 0.6% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $13,427,750 | $144,973 ▲ | 1.1% | 374,658 | 0.6% | ETF |
IEUR iShares Core MSCI Europe ETF | $13,184,459 | $473,992 ▼ | -3.5% | 199,161 | 0.6% | ETF |
PANW Palo Alto Networks | $12,795,933 | $301,025 ▲ | 2.4% | 62,529 | 0.6% | Computer and Technology |
PODD Insulet | $12,711,245 | $700,316 ▲ | 5.8% | 40,458 | 0.6% | Medical |
CRWD CrowdStrike | $12,156,876 | $46,348 ▲ | 0.4% | 23,869 | 0.5% | Computer and Technology |
BRK.B Berkshire Hathaway | $12,078,626 | $1,133,783 ▲ | 10.4% | 24,865 | 0.5% | Finance |
PALANTIR TECHNOLOGIES INC
| $11,986,482 | $7,558,535 ▲ | 170.7% | 87,929 | 0.5% | CL A |
VV Vanguard Large-Cap ETF | $11,906,418 | $11,261,640 ▲ | 1,746.6% | 41,733 | 0.5% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $11,832,718 | $252,462 ▲ | 2.2% | 405,091 | 0.5% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $11,696,700 | $4,998,358 ▲ | 74.6% | 64,360 | 0.5% | ETF |
URI United Rentals | $11,542,352 | $122,807 ▲ | 1.1% | 15,320 | 0.5% | Construction |
VYMI Vanguard International High Dividend Yield ETF | $11,185,845 | $996,969 ▼ | -8.2% | 139,631 | 0.5% | ETF |
GLD SPDR Gold Shares | $11,072,608 | $946,494 ▲ | 9.3% | 36,324 | 0.5% | Finance |
CYBR CyberArk Software | $11,040,689 | $2,017,311 ▲ | 22.4% | 27,135 | 0.5% | Computer and Technology |
SCHV Schwab U.S. Large-Cap Value ETF | $10,708,754 | $2,609,971 ▼ | -19.6% | 387,017 | 0.5% | ETF |
DGRO iShares Core Dividend Growth ETF | $10,102,630 | $1,063,256 ▼ | -9.5% | 158,002 | 0.5% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $10,019,103 | $3,141,697 ▲ | 45.7% | 94,218 | 0.5% | ETF |
AVO Mission Produce | $9,856,989 | $469 ▲ | 0.0% | 841,040 | 0.4% | Consumer Staples |
IWM iShares Russell 2000 ETF | $9,852,451 | $1,619,058 ▼ | -14.1% | 45,658 | 0.4% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $9,825,271 | $183,942 ▼ | -1.8% | 198,651 | 0.4% | ETF |
ORCL Oracle | $9,543,617 | $4,460,699 ▲ | 87.8% | 43,652 | 0.4% | Computer and Technology |
EFA iShares MSCI EAFE ETF | $9,453,989 | $3,269,712 ▲ | 52.9% | 105,761 | 0.4% | Finance |
VCSH Vanguard Short-Term Corporate Bond ETF | $9,313,366 | $3,200,041 ▲ | 52.3% | 117,149 | 0.4% | ETF |
XLV Health Care Select Sector SPDR Fund | $9,238,146 | $574,478 ▼ | -5.9% | 68,537 | 0.4% | ETF |
LLY Eli Lilly and Company | $9,167,148 | $558,915 ▼ | -5.7% | 11,760 | 0.4% | Medical |
VEA Vanguard FTSE Developed Markets ETF | $9,000,042 | $1,972,942 ▼ | -18.0% | 157,868 | 0.4% | ETF |
V Visa | $8,779,791 | $191,374 ▼ | -2.1% | 24,728 | 0.4% | Business Services |
IWB iShares Russell 1000 ETF | $8,712,313 | $49,237 ▲ | 0.6% | 25,657 | 0.4% | ETF |
MA Mastercard | $8,660,064 | $243,320 ▲ | 2.9% | 15,411 | 0.4% | Business Services |
FTNT Fortinet | $8,582,350 | $791,103 ▲ | 10.2% | 81,180 | 0.4% | Computer and Technology |
XLF Financial Select Sector SPDR Fund | $8,189,461 | $3,501,352 ▲ | 74.7% | 156,377 | 0.4% | ETF |
JAAA Janus Henderson AAA CLO ETF | $8,120,464 | $32,345,186 ▼ | -79.9% | 160,009 | 0.4% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $8,116,156 | $272,476 ▼ | -3.2% | 97,879 | 0.4% | ETF |
MS Morgan Stanley | $8,041,518 | $3,957,161 ▲ | 96.9% | 57,089 | 0.4% | Finance |
IVW iShares S&P 500 Growth ETF | $7,860,539 | $4,626,923 ▼ | -37.1% | 71,395 | 0.4% | ETF |
XLY Consumer Discretionary Select Sector SPDR Fund | $7,705,565 | $3,230,139 ▲ | 72.2% | 35,456 | 0.3% | Finance |
GS The Goldman Sachs Group | $7,550,997 | $3,533,094 ▲ | 87.9% | 10,669 | 0.3% | Finance |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $7,432,659 | $3,856,325 ▲ | 107.8% | 80,249 | 0.3% | ETF |
SHOP Shopify | $7,420,774 | $5,641,509 ▲ | 317.1% | 64,333 | 0.3% | Computer and Technology |
VO Vanguard Mid-Cap ETF | $7,398,676 | $127,882 ▼ | -1.7% | 26,440 | 0.3% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $7,391,415 | $653,987 ▼ | -8.1% | 125,747 | 0.3% | ETF |
PG Procter & Gamble | $7,284,581 | $1,951,509 ▼ | -21.1% | 45,723 | 0.3% | Consumer Staples |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $7,265,775 | $932,117 ▼ | -11.4% | 66,288 | 0.3% | Finance |
CSCO Cisco Systems | $7,088,145 | $2,782,279 ▲ | 64.6% | 102,164 | 0.3% | Computer and Technology |
FIDELITY WISE ORIGIN BITCOIN
| $7,010,809 | $896,571 ▼ | -11.3% | 74,591 | 0.3% | SHS |
SPAB SPDR Portfolio Aggregate Bond ETF | $6,987,165 | $444,851 ▼ | -6.0% | 272,936 | 0.3% | ETF |
NFLX Netflix | $6,975,268 | $182,115 ▲ | 2.7% | 5,209 | 0.3% | Consumer Discretionary |
BND Vanguard Total Bond Market ETF | $6,887,930 | $386,631 ▲ | 5.9% | 93,548 | 0.3% | ETF |
BAC Bank of America | $6,881,320 | $2,258,252 ▲ | 48.8% | 145,421 | 0.3% | Finance |
ABBV AbbVie | $6,836,626 | $3,086,329 ▼ | -31.1% | 36,831 | 0.3% | Medical |
WMT Walmart | $6,793,433 | $511,583 ▲ | 8.1% | 69,477 | 0.3% | Retail/Wholesale |
IJR iShares Core S&P Small-Cap ETF | $6,774,729 | $80,437 ▼ | -1.2% | 61,989 | 0.3% | ETF |
SCHA Schwab US Small-Cap ETF | $6,753,162 | $110,359 ▼ | -1.6% | 266,923 | 0.3% | ETF |
CVX Chevron | $6,612,354 | $2,176,769 ▼ | -24.8% | 46,179 | 0.3% | Energy |
FTSM First Trust Enhanced Short Maturity ETF | $6,568,111 | $1,470,051 ▲ | 28.8% | 109,706 | 0.3% | Manufacturing |
HD Home Depot | $6,541,902 | $512,925 ▼ | -7.3% | 17,843 | 0.3% | Retail/Wholesale |
BLACKROCK INC
| $6,507,054 | $3,083,559 ▲ | 90.1% | 6,202 | 0.3% | COM |
AGG iShares Core U.S. Aggregate Bond ETF | $6,483,138 | $2,807,270 ▼ | -30.2% | 65,354 | 0.3% | Finance |
IWR iShares Russell Mid-Cap ETF | $6,478,524 | $2,548,754 ▲ | 64.9% | 70,442 | 0.3% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $6,199,249 | $98,566 ▲ | 1.6% | 211,074 | 0.3% | ETF |
VB Vanguard Small-Cap ETF | $6,189,580 | $1,208,341 ▲ | 24.3% | 26,119 | 0.3% | ETF |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $6,099,857 | $3,693,432 ▲ | 153.5% | 75,634 | 0.3% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $6,014,975 | $204,830 ▼ | -3.3% | 72,592 | 0.3% | Manufacturing |
VGIT Vanguard Intermediate-Term Treasury ETF | $5,979,027 | $291,335 ▼ | -4.6% | 99,967 | 0.3% | ETF |
MRVL Marvell Technology | $5,952,318 | $5,657,036 ▲ | 1,915.8% | 76,903 | 0.3% | Computer and Technology |
BUFR FT Vest Laddered Buffer ETF | $5,894,332 | $52,184 ▼ | -0.9% | 185,356 | 0.3% | ETF |
TTD Trade Desk | $5,840,836 | $648,270 ▲ | 12.5% | 81,134 | 0.3% | Computer and Technology |
TSM Taiwan Semiconductor Manufacturing | $5,791,836 | $3,062,616 ▲ | 112.2% | 25,572 | 0.3% | Computer and Technology |
XLE Energy Select Sector SPDR Fund | $5,767,139 | $578,402 ▼ | -9.1% | 68,001 | 0.3% | ETF |
XOM Exxon Mobil | $5,746,138 | $329,758 ▲ | 6.1% | 53,304 | 0.3% | Energy |
VEU Vanguard FTSE All-World ex-US ETF | $5,713,020 | $75,286 ▲ | 1.3% | 84,990 | 0.3% | ETF |
PVAL Putnam Focused Large Cap Value ETF | $5,619,130 | $195,438 ▲ | 3.6% | 139,675 | 0.3% | ETF |