IVV iShares Core S&P 500 ETF | $92,549,278 | $21,707,445 â–¼ | -19.0% | 141,684 | 4.9% | ETF |
SPY SPDR S&P 500 ETF Trust | $58,024,821 | $18,696,684 â–¼ | -24.4% | 89,222 | 3.0% | Finance |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $52,159,225 | $24,692,228 â–² | 89.9% | 569,175 | 2.7% | ETF |
AAPL Apple | $50,327,241 | $9,076,532 â–¼ | -15.3% | 198,303 | 2.6% | Computer and Technology |
NVDA NVIDIA | $37,064,022 | $11,185,322 â–¼ | -23.2% | 212,523 | 1.9% | Computer and Technology |
ACWX iShares MSCI ACWI ex U.S. ETF | $31,225,219 | $5,140,937 â–² | 19.7% | 456,042 | 1.6% | Manufacturing |
CAT Caterpillar | $30,231,324 | $2,118,290 â–¼ | -6.5% | 42,672 | 1.6% | Industrials |
QQQ Invesco QQQ | $27,657,667 | $5,145,519 â–¼ | -15.7% | 47,919 | 1.5% | Finance |
VOO Vanguard S&P 500 ETF | $26,425,894 | $4,436,782 â–¼ | -14.4% | 44,224 | 1.4% | ETF |
MSFT Microsoft | $25,519,861 | $5,468,515 â–¼ | -17.6% | 68,941 | 1.3% | Computer and Technology |
GOOGL Alphabet | $24,887,705 | $9,673,504 â–¼ | -28.0% | 86,548 | 1.3% | Computer and Technology |
AMZN Amazon.com | $23,196,476 | $6,929,972 â–¼ | -23.0% | 111,377 | 1.2% | Retail/Wholesale |
BX Blackstone | $22,278,074 | $2,993,998 â–¼ | -11.8% | 193,739 | 1.2% | Finance |
SCHD Schwab US Dividend Equity ETF | $19,767,433 | $4,823,234 â–¼ | -19.6% | 644,310 | 1.0% | ETF |
IEFA iShares Core MSCI EAFE ETF | $18,148,408 | $3,914,073 â–¼ | -17.7% | 200,468 | 1.0% | ETF |
AVGO Broadcom | $16,839,066 | $3,625,881 â–¼ | -17.7% | 54,406 | 0.9% | Computer and Technology |
IWM iShares Russell 2000 ETF | $16,604,604 | $5,471,628 â–² | 49.1% | 66,954 | 0.9% | Finance |
JPM JPMorgan Chase & Co. | $15,133,122 | $1,319,607 â–¼ | -8.0% | 51,445 | 0.8% | Finance |
DFAC Dimensional U.S. Core Equity 2 ETF | $14,445,822 | $202,655 â–² | 1.4% | 371,740 | 0.8% | ETF |
PANW Palo Alto Networks | $14,062,559 | $198,635 â–¼ | -1.4% | 87,716 | 0.7% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $13,512,576 | $8,669,881 â–¼ | -39.1% | 62,832 | 0.7% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $12,377,907 | $1,537,050 â–¼ | -11.0% | 183,295 | 0.6% | ETF |
VYM Vanguard High Dividend Yield ETF | $12,250,665 | $3,277,004 â–¼ | -21.1% | 82,719 | 0.6% | Financial Services |
XLK Technology Select Sector SPDR Fund | $12,108,241 | $11,071,223 â–¼ | -47.8% | 91,108 | 0.6% | ETF |
CRWD CrowdStrike | $11,942,567 | $402,901 â–¼ | -3.3% | 30,590 | 0.6% | Computer and Technology |
MUB iShares National Muni Bond ETF | $11,923,009 | $6,399,905 â–¼ | -34.9% | 112,322 | 0.6% | ETF |
URI United Rentals | $11,774,958 | $195,982 â–² | 1.7% | 16,162 | 0.6% | Construction |
VTI Vanguard Total Stock Market ETF | $11,733,270 | $5,394,404 â–¼ | -31.5% | 36,574 | 0.6% | ETF |
COST Costco Wholesale | $11,581,472 | $4,428,122 â–¼ | -27.7% | 11,623 | 0.6% | Retail/Wholesale |
TSLA Tesla | $11,387,709 | $2,966,537 â–¼ | -20.7% | 30,633 | 0.6% | Auto/Tires/Trucks |
GLD SPDR Gold Shares | $11,366,695 | $7,558,146 â–¼ | -39.9% | 26,416 | 0.6% | Finance |
PROSHARES TR
| $11,291,720 | $10,491,662 â–² | 1,311.4% | 150,056 | 0.6% | ULTRASHRT S&P500 |
AVO Mission Produce | $11,187,431 | $41,280 â–¼ | -0.4% | 813,040 | 0.6% | Consumer Staples |
VEA Vanguard FTSE Developed Markets ETF | $11,064,335 | $550,192 â–² | 5.2% | 172,664 | 0.6% | ETF |
CVX Chevron | $10,684,751 | $2,091,970 â–² | 24.3% | 51,642 | 0.6% | Energy |
PVAL Putnam Focused Large Cap Value ETF | $10,493,814 | $237,150 â–¼ | -2.2% | 226,160 | 0.6% | ETF |
VV Vanguard Large-Cap ETF | $10,343,498 | $37,057 â–² | 0.4% | 34,611 | 0.5% | ETF |
ABBV AbbVie | $10,332,840 | $2,404,812 â–² | 30.3% | 47,509 | 0.5% | Medical |
LLY Eli Lilly and Company | $10,041,098 | $2,520,162 â–¼ | -20.1% | 10,917 | 0.5% | Medical |
AGG iShares Core U.S. Aggregate Bond ETF | $9,860,350 | $309,721 â–¼ | -3.0% | 99,329 | 0.5% | Finance |
BRK.B Berkshire Hathaway | $9,272,695 | $2,098,936 â–¼ | -18.5% | 19,350 | 0.5% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $9,034,591 | $835,183 â–¼ | -8.5% | 167,152 | 0.5% | ETF |
NOBL ProShares S&P 500 Aristocrats ETF | $8,994,587 | $2,757,201 â–² | 44.2% | 84,847 | 0.5% | ETF |
FTSM First Trust Enhanced Short Maturity ETF | $8,939,747 | $1,323,470 â–² | 17.4% | 149,544 | 0.5% | Manufacturing |
RSP Invesco S&P 500 Equal Weight ETF | $8,904,832 | $7,513,230 â–¼ | -45.8% | 46,399 | 0.5% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $8,692,233 | $263,839 â–² | 3.1% | 148,484 | 0.5% | ETF |
IVE iShares S&P 500 Value ETF | $8,630,402 | $3,354,567 â–² | 63.6% | 40,873 | 0.5% | ETF |
IVW iShares S&P 500 Growth ETF | $8,563,514 | $772,085 â–² | 9.9% | 75,710 | 0.4% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $8,503,980 | $144,233 â–¼ | -1.7% | 102,767 | 0.4% | ETF |
GLDM SPDR Gold MiniShares Trust | $8,354,855 | $1,480,809 â–² | 21.5% | 90,138 | 0.4% | Finance |
SCHV Schwab U.S. Large-Cap Value ETF | $8,298,457 | $2,771,957 â–¼ | -25.0% | 272,081 | 0.4% | ETF |
BTU Peabody Energy | $8,262,477 | $501,400 â–² | 6.5% | 250,758 | 0.4% | Energy |
FTNT Fortinet | $8,208,366 | $191,143 â–² | 2.4% | 100,445 | 0.4% | Computer and Technology |
SCHG Schwab U.S. Large-Cap Growth ETF | $7,727,617 | $2,952,184 â–¼ | -27.6% | 265,280 | 0.4% | ETF |
GOOG Alphabet | $7,626,242 | $574,299 â–¼ | -7.0% | 26,585 | 0.4% | Computer and Technology |
VCSH Vanguard Short-Term Corporate Bond ETF | $7,619,780 | $2,593,804 â–¼ | -25.4% | 96,124 | 0.4% | ETF |
XLV Health Care Select Sector SPDR Fund | $7,564,133 | $5,727,712 â–¼ | -43.1% | 51,594 | 0.4% | ETF |
JNJ Johnson & Johnson | $7,523,695 | $57,933 â–² | 0.8% | 30,779 | 0.4% | Medical |
PG Procter & Gamble | $7,487,848 | $1,375,346 â–² | 22.5% | 51,841 | 0.4% | Consumer Staples |
META Meta Platforms | $7,459,569 | $4,851,752 â–¼ | -39.4% | 13,038 | 0.4% | Computer and Technology |
XOM ExxonMobil | $7,398,401 | $107,565 â–¼ | -1.4% | 43,607 | 0.4% | Energy |
SGOV iShares 0-3 Month Treasury Bond ETF | $7,172,806 | $1,452,016 â–² | 25.4% | 71,258 | 0.4% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $7,123,115 | $105,307 â–² | 1.5% | 209,688 | 0.4% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $7,060,544 | $873,426 â–¼ | -11.0% | 141,522 | 0.4% | ETF |
MRK Merck & Co., Inc. | $7,030,390 | $159,027 â–¼ | -2.2% | 58,444 | 0.4% | Medical |
SPAB SPDR Portfolio Aggregate Bond ETF | $6,953,912 | $50,164 â–¼ | -0.7% | 271,425 | 0.4% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $6,855,099 | $230,459 â–² | 3.5% | 115,115 | 0.4% | ETF |
CSCO Cisco Systems | $6,752,746 | $535,605 â–¼ | -7.3% | 87,031 | 0.4% | Computer and Technology |
AMGN Amgen | $6,664,496 | $2,236,394 â–² | 50.5% | 18,941 | 0.3% | Medical |
V Visa | $6,626,049 | $1,132,198 â–¼ | -14.6% | 21,923 | 0.3% | Business Services |
USHY iShares Broad USD High Yield Corporate Bond ETF | $6,625,564 | $1,287,190 â–² | 24.1% | 179,847 | 0.3% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $6,522,724 | $132,176 â–² | 2.1% | 86,854 | 0.3% | ETF |
WALMART INC
| $6,475,473 | $1,229,251 â–¼ | -16.0% | 52,104 | 0.3% | COM |
ELAN Elanco Animal Health | $6,319,339 | $6,319,339 â–² | New Holding | 264,076 | 0.3% | Medical |
TSM Taiwan Semiconductor Manufacturing | $6,252,402 | $1,489,005 â–¼ | -19.2% | 18,501 | 0.3% | Computer and Technology |
IWR iShares Russell Mid-Cap ETF | $6,172,393 | $216,046 â–¼ | -3.4% | 63,482 | 0.3% | ETF |
GRAYSCALE ETHEREUM STAKING E
| $6,115,311 | $3,595,147 â–² | 142.7% | 358,249 | 0.3% | SHS |
MA Mastercard | $5,879,342 | $688,013 â–¼ | -10.5% | 11,767 | 0.3% | Business Services |
BLACKROCK ETF TRUST
| $5,829,597 | $5,829,597 â–² | New Holding | 181,308 | 0.3% | ISHARES INTL CTR |
VO Vanguard Mid-Cap ETF | $5,784,670 | $1,158,485 â–¼ | -16.7% | 20,143 | 0.3% | ETF |
GS The Goldman Sachs Group | $5,747,234 | $907,681 â–² | 18.8% | 6,794 | 0.3% | Finance |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $5,727,602 | $1,237,492 â–² | 27.6% | 98,446 | 0.3% | ETF |
VB Vanguard Small-Cap ETF | $5,724,509 | $185,701 â–² | 3.4% | 21,856 | 0.3% | ETF |
NFLX Netflix | $5,672,390 | $292,682 â–¼ | -4.9% | 58,995 | 0.3% | Consumer Discretionary |
PODD Insulet | $5,608,914 | $4,036,974 â–¼ | -41.9% | 26,729 | 0.3% | Medical |
KO CocaCola | $5,566,581 | $367,257 â–¼ | -6.2% | 73,194 | 0.3% | Consumer Staples |
SUB iShares Short-Term National Muni Bond ETF | $5,565,931 | $3,800,046 â–¼ | -40.6% | 52,262 | 0.3% | ETF |
IDXX IDEXX Laboratories | $5,502,027 | $5,312,108 â–² | 2,797.0% | 9,792 | 0.3% | Medical |
NEE NextEra Energy | $5,450,203 | $2,294,045 â–² | 72.7% | 58,680 | 0.3% | Utilities |
PEP PepsiCo | $5,406,433 | $302,506 â–² | 5.9% | 34,815 | 0.3% | Consumer Staples |
IEMG iShares Core MSCI Emerging Markets ETF | $5,321,259 | $202,904 â–¼ | -3.7% | 76,290 | 0.3% | ETF |
SYLD Cambria Shareholder Yield ETF | $5,267,841 | $2,328,887 â–² | 79.2% | 69,856 | 0.3% | ETF |
AMD Advanced Micro Devices | $5,158,748 | $194,885 â–¼ | -3.6% | 25,359 | 0.3% | Computer and Technology |
HD Home Depot | $5,149,603 | $323,947 â–¼ | -5.9% | 15,658 | 0.3% | Retail/Wholesale |
IJS iShares S&P Small-Cap 600 Value ETF | $5,036,968 | $5,036,968 â–² | New Holding | 42,524 | 0.3% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $5,031,155 | $5,031,155 â–² | New Holding | 50,002 | 0.3% | ETF |
SPG Simon Property Group | $4,971,144 | $1,386,645 â–² | 38.7% | 26,651 | 0.3% | Finance |
HON Honeywell International | $4,923,983 | $87,698 â–² | 1.8% | 21,785 | 0.3% | Multi-Sector Conglomerates |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $4,874,995 | $1,664,169 â–¼ | -25.4% | 61,274 | 0.3% | ETF |
XLF Financial Select Sector SPDR Fund | $4,873,353 | $1,130,176 â–¼ | -18.8% | 98,711 | 0.3% | ETF |
