IVV iShares Core S&P 500 ETF | $88,777,946 | $9,948,391 ▲ | 12.6% | 168,866 | 4.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $70,924,097 | $8,336,688 ▲ | 13.3% | 135,592 | 3.6% | Finance |
NVDA NVIDIA | $66,409,879 | $3,408,230 ▲ | 5.4% | 73,498 | 3.4% | Computer and Technology |
AAPL Apple | $43,017,396 | $961,144 ▼ | -2.2% | 250,860 | 2.2% | Computer and Technology |
MSFT Microsoft | $38,226,351 | $3,029,617 ▲ | 8.6% | 90,859 | 1.9% | Computer and Technology |
IJH iShares Core S&P Mid-Cap ETF | $36,151,568 | $27,946,633 ▲ | 340.6% | 595,186 | 1.8% | ETF |
QQQ Invesco QQQ | $28,663,667 | $1,267,656 ▲ | 4.6% | 64,556 | 1.5% | Finance |
AMZN Amazon.com | $26,006,984 | $528,513 ▼ | -2.0% | 144,179 | 1.3% | Retail/Wholesale |
SCHD Schwab US Dividend Equity ETF | $24,328,608 | $361,223 ▲ | 1.5% | 301,731 | 1.2% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $24,297,930 | $3,333,434 ▲ | 15.9% | 419,943 | 1.2% | ETF |
GOOGL Alphabet | $20,094,723 | $5,201,514 ▼ | -20.6% | 133,139 | 1.0% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $19,772,883 | $3,014,915 ▲ | 18.0% | 41,134 | 1.0% | ETF |
IEFA iShares Core MSCI EAFE ETF | $18,327,318 | $274,021 ▲ | 1.5% | 246,932 | 0.9% | ETF |
CAT Caterpillar | $17,282,970 | $184,314 ▲ | 1.1% | 47,166 | 0.9% | Industrial Products |
PANW Palo Alto Networks | $17,035,578 | $6,694,385 ▲ | 64.7% | 59,957 | 0.9% | Computer and Technology |
JPM JPMorgan Chase & Co. | $15,665,354 | $459,891 ▼ | -2.9% | 78,209 | 0.8% | Finance |
VYM Vanguard High Dividend Yield ETF | $15,213,153 | $4,984,785 ▼ | -24.7% | 125,739 | 0.8% | ETF |
EXPI eXp World | $14,738,720 | $14,607 ▼ | -0.1% | 1,426,788 | 0.7% | Finance |
DGRO iShares Core Dividend Growth ETF | $14,490,594 | $8,341,410 ▲ | 135.7% | 249,580 | 0.7% | ETF |
VIG Vanguard Dividend Appreciation ETF | $14,437,068 | $982,071 ▲ | 7.3% | 79,060 | 0.7% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $13,737,109 | $5,461,579 ▲ | 66.0% | 126,121 | 0.7% | Finance |
XLK Technology Select Sector SPDR Fund | $13,725,525 | $1,739,251 ▲ | 14.5% | 65,903 | 0.7% | ETF |
COST Costco Wholesale | $13,152,262 | $2,179,589 ▲ | 19.9% | 17,952 | 0.7% | Retail/Wholesale |
URI United Rentals | $12,876,895 | $1,208,584 ▼ | -8.6% | 17,857 | 0.7% | Construction |
SCHV Schwab U.S. Large-Cap Value ETF | $12,355,276 | $1,056,959 ▼ | -7.9% | 162,612 | 0.6% | ETF |
AVO Mission Produce | $12,143,010 | $1,163,735 ▼ | -8.7% | 1,023,000 | 0.6% | Consumer Staples |
DFAC Dimensional U.S. Core Equity 2 ETF | $12,028,552 | $176,556 ▼ | -1.4% | 376,480 | 0.6% | ETF |
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF | $11,984,973 | $11,690,530 ▲ | 3,970.4% | 152,558 | 0.6% | ETF |
AVGO Broadcom | $11,515,318 | $41,088 ▲ | 0.4% | 8,688 | 0.6% | Computer and Technology |
META Meta Platforms | $11,444,812 | $67,497 ▲ | 0.6% | 23,569 | 0.6% | Computer and Technology |
HD Home Depot | $11,375,764 | $68,665 ▼ | -0.6% | 29,655 | 0.6% | Retail/Wholesale |
VTI Vanguard Total Stock Market ETF | $11,296,723 | $330,850 ▲ | 3.0% | 43,466 | 0.6% | ETF |
V Visa | $11,126,304 | $502,900 ▲ | 4.7% | 39,868 | 0.6% | Business Services |
MUB iShares National Muni Bond ETF | $10,682,083 | $3,640,749 ▲ | 51.7% | 99,276 | 0.5% | ETF |
SYLD Cambria Shareholder Yield ETF | $10,550,671 | $4,429,623 ▲ | 72.4% | 143,992 | 0.5% | ETF |
XLE Energy Select Sector SPDR Fund | $10,519,865 | $2,849,211 ▲ | 37.1% | 111,427 | 0.5% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $10,498,164 | $369,907 ▲ | 3.7% | 100,240 | 0.5% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $10,395,268 | $432,064 ▲ | 4.3% | 151,094 | 0.5% | ETF |
CVX Chevron | $10,388,979 | $2,946,286 ▲ | 39.6% | 65,861 | 0.5% | Oils/Energy |
AGG iShares Core U.S. Aggregate Bond ETF | $10,338,520 | $1,488,292 ▼ | -12.6% | 105,560 | 0.5% | Finance |
SMCI Super Micro Computer | $10,255,845 | $16,845,281 ▼ | -62.2% | 10,154 | 0.5% | Computer and Technology |
IWM iShares Russell 2000 ETF | $10,122,664 | $9,674 ▲ | 0.1% | 48,134 | 0.5% | Finance |
BRK.B Berkshire Hathaway | $9,972,352 | $970,574 ▲ | 10.8% | 23,714 | 0.5% | Finance |
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $9,905,224 | $1,172,195 ▼ | -10.6% | 107,900 | 0.5% | ETF |
LLY Eli Lilly and Company | $9,639,066 | $474,563 ▲ | 5.2% | 12,390 | 0.5% | Medical |
VWO Vanguard FTSE Emerging Markets ETF | $9,559,471 | $60,190 ▲ | 0.6% | 228,860 | 0.5% | ETF |
UNH UnitedHealth Group | $9,303,575 | $2,668,483 ▲ | 40.2% | 18,806 | 0.5% | Medical |
SCHG Schwab U.S. Large-Cap Growth ETF | $9,231,871 | $262,491 ▲ | 2.9% | 99,567 | 0.5% | ETF |
TSLA Tesla | $8,833,193 | $215,868 ▼ | -2.4% | 50,249 | 0.4% | Auto/Tires/Trucks |
VEA Vanguard FTSE Developed Markets ETF | $8,780,028 | $117,448 ▼ | -1.3% | 175,006 | 0.4% | ETF |
IBM International Business Machines | $8,651,546 | $11,076 ▼ | -0.1% | 45,306 | 0.4% | Computer and Technology |
SHY iShares 1-3 Year Treasury Bond ETF | $8,576,132 | $2,126,941 ▼ | -19.9% | 104,868 | 0.4% | Manufacturing |
SWAV Shockwave Medical | $8,430,236 | $153,697 ▼ | -1.8% | 25,889 | 0.4% | Medical |
ABBV AbbVie | $8,341,277 | $37,695 ▼ | -0.4% | 45,806 | 0.4% | Medical |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $8,276,045 | $865,230 ▲ | 11.7% | 92,294 | 0.4% | ETF |
IWB iShares Russell 1000 ETF | $8,233,951 | $540,635 ▲ | 7.0% | 28,587 | 0.4% | ETF |
MA Mastercard | $7,864,864 | $13,002 ▼ | -0.2% | 16,332 | 0.4% | Business Services |
BND Vanguard Total Bond Market ETF | $7,763,383 | $17,504 ▼ | -0.2% | 106,889 | 0.4% | ETF |
CYBR CyberArk Software | $7,512,814 | $93,767 ▲ | 1.3% | 28,283 | 0.4% | Computer and Technology |
DIS Walt Disney | $7,500,643 | $4,896,709 ▲ | 188.1% | 61,300 | 0.4% | Consumer Discretionary |
XLV Health Care Select Sector SPDR Fund | $7,471,898 | $131,628 ▲ | 1.8% | 50,578 | 0.4% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $7,446,695 | $2,702,639 ▼ | -26.6% | 43,967 | 0.4% | ETF |
IEF iShares 7-10 Year Treasury Bond ETF | $7,415,113 | $442,253 ▲ | 6.3% | 78,334 | 0.4% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $7,355,246 | $1,668,653 ▲ | 29.3% | 91,358 | 0.4% | ETF |
QCOM QUALCOMM | $7,335,169 | $211,458 ▼ | -2.8% | 43,326 | 0.4% | Computer and Technology |
SPG Simon Property Group | $7,226,273 | $74,646 ▲ | 1.0% | 46,177 | 0.4% | Finance |
IJR iShares Core S&P Small-Cap ETF | $7,192,697 | $4,472,447 ▼ | -38.3% | 65,080 | 0.4% | ETF |
GS The Goldman Sachs Group | $6,977,870 | $21,302 ▼ | -0.3% | 16,706 | 0.4% | Finance |
SPAB SPDR Portfolio Aggregate Bond ETF | $6,942,043 | $381,779 ▼ | -5.2% | 274,606 | 0.4% | ETF |
TSM Taiwan Semiconductor Manufacturing | $6,732,050 | $5,033,153 ▲ | 296.3% | 49,481 | 0.3% | Computer and Technology |
VO Vanguard Mid-Cap ETF | $6,654,740 | $94,946 ▲ | 1.4% | 26,634 | 0.3% | ETF |
MS Morgan Stanley | $6,649,775 | $3,564,525 ▲ | 115.5% | 70,622 | 0.3% | Finance |
SCHA Schwab US Small-Cap ETF | $6,445,506 | $177,855 ▲ | 2.8% | 130,900 | 0.3% | ETF |
COTY Coty | $6,427,304 | $2,658,206 ▲ | 70.5% | 537,400 | 0.3% | Consumer Staples |
BLK BlackRock | $6,400,073 | $125,884 ▼ | -1.9% | 7,677 | 0.3% | Finance |
MRK Merck & Co., Inc. | $6,378,043 | $18,473 ▼ | -0.3% | 48,337 | 0.3% | Medical |
XLF Financial Select Sector SPDR Fund | $6,318,234 | $2,906,440 ▲ | 85.2% | 150,006 | 0.3% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $6,250,882 | $1,036,340 ▲ | 19.9% | 123,535 | 0.3% | ETF |
PG Procter & Gamble | $6,196,034 | $2,262,750 ▲ | 57.5% | 38,188 | 0.3% | Consumer Staples |
VB Vanguard Small-Cap ETF | $6,182,153 | $1,077,334 ▲ | 21.1% | 27,045 | 0.3% | ETF |
TTD Trade Desk | $6,149,735 | $466,823 ▲ | 8.2% | 70,347 | 0.3% | Computer and Technology |
GLD SPDR Gold Shares | $6,117,703 | $1,863,412 ▼ | -23.3% | 29,738 | 0.3% | Finance |
TGT Target | $6,093,992 | $5,310,734 ▲ | 678.0% | 34,389 | 0.3% | Retail/Wholesale |
ORCL Oracle | $6,061,264 | $3,954,675 ▲ | 187.7% | 48,255 | 0.3% | Computer and Technology |
JNJ Johnson & Johnson | $5,948,384 | $3,362,625 ▼ | -36.1% | 37,603 | 0.3% | Medical |
FTNT Fortinet | $5,929,992 | $5,929,992 ▲ | New Holding | 86,810 | 0.3% | Computer and Technology |
QLTA iShares Aaa - A Rated Corporate Bond ETF | $5,920,590 | $2,413,038 ▼ | -29.0% | 124,696 | 0.3% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $5,839,380 | $1,085,510 ▼ | -15.7% | 75,532 | 0.3% | ETF |
FIDELITY WISE ORIGIN BITCOIN
| $5,790,012 | $5,790,012 ▲ | New Holding | 93,297 | 0.3% | SHS |
RELY Remitly Global | $5,589,327 | | 0.0% | 269,495 | 0.3% | Business Services |
COF Capital One Financial | $5,586,218 | $306,268 ▼ | -5.2% | 37,519 | 0.3% | Finance |
IUSV iShares Core S&P U.S. Value ETF | $5,464,383 | $12,930,655 ▼ | -70.3% | 60,420 | 0.3% | Manufacturing |
XOM Exxon Mobil | $5,442,337 | $387,543 ▼ | -6.6% | 46,820 | 0.3% | Oils/Energy |
SPLV Invesco S&P 500 Low Volatility ETF | $5,367,901 | $232,917 ▲ | 4.5% | 81,492 | 0.3% | ETF |
VZ Verizon Communications | $5,287,227 | $3,585,241 ▲ | 210.7% | 126,006 | 0.3% | Computer and Technology |
BMY Bristol-Myers Squibb | $5,272,613 | $3,549,240 ▲ | 205.9% | 97,227 | 0.3% | Medical |
SPGP Invesco S&P 500 GARP ETF | $5,269,487 | $4,221,404 ▲ | 402.8% | 49,483 | 0.3% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $5,249,186 | $193,076 ▼ | -3.5% | 89,500 | 0.3% | ETF |
EFA iShares MSCI EAFE ETF | $5,238,426 | $11,739 ▲ | 0.2% | 65,595 | 0.3% | Finance |
HON Honeywell International | $5,167,071 | $628,258 ▼ | -10.8% | 25,175 | 0.3% | Multi-Sector Conglomerates |
