IVV iShares Core S&P 500 ETF | $124,940,306 | $4,403,648 ▲ | 3.7% | 163,139 | 5.7% | ETF |
AAPL Apple | $75,683,579 | $3,632,921 ▼ | -4.6% | 227,264 | 3.5% | Technology |
SPY SPDR S&P 500 ETF Trust | $70,295,767 | $135,749 ▼ | -0.2% | 92,175 | 3.2% | ETF |
NVDA NVIDIA | $51,303,377 | $2,741,250 ▼ | -5.1% | 224,640 | 2.3% | Technology |
MSFT Microsoft | $41,728,245 | $1,367,399 ▼ | -3.2% | 81,357 | 1.9% | Technology |
ISHARES TR
| $39,511,901 | $29,424,360 ▲ | 291.7% | 392,450 | 1.8% | 0-3 MTH TREASURY |
ACWX iShares MSCI ACWI ex U.S. ETF | $35,344,352 | $451,225 ▲ | 1.3% | 467,394 | 1.6% | ETF |
CAT Caterpillar | $34,124,627 | $338,911 ▲ | 1.0% | 42,088 | 1.6% | Industrials |
VOO Vanguard S&P 500 ETF | $33,658,062 | $2,189,484 ▲ | 7.0% | 48,024 | 1.5% | ETF |
AMZN Amazon.com | $32,866,367 | $3,698,880 ▼ | -10.1% | 131,914 | 1.5% | Consumer Discretionary |
QQQ Invesco QQQ | $32,155,686 | $3,444,380 ▼ | -9.7% | 43,467 | 1.5% | ETF |
GOOGL Alphabet | $30,945,826 | $2,999,341 ▼ | -8.8% | 89,938 | 1.4% | Communication Services |
PANW Palo Alto Networks | $26,386,181 | $1,394,560 ▼ | -5.0% | 66,412 | 1.2% | Technology |
BX Blackstone | $21,791,502 | $912,860 ▼ | -4.0% | 194,411 | 1.0% | Finance |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $21,596,199 | $11,705,108 ▼ | -35.1% | 235,663 | 1.0% | ETF |
AVGO Broadcom | $21,588,495 | $1,030,047 ▲ | 5.0% | 61,472 | 1.0% | Technology |
VIG Vanguard Dividend Appreciation ETF | $21,060,673 | $197,380 ▲ | 0.9% | 90,269 | 1.0% | ETF |
IEFA iShares Core MSCI EAFE ETF | $21,040,521 | $745,977 ▲ | 3.7% | 217,181 | 1.0% | ETF |
JPM JPMorgan Chase & Co. | $20,973,066 | $393,028 ▼ | -1.8% | 63,395 | 1.0% | Finance |
SCHD Schwab US Dividend Equity ETF | $19,971,497 | $611,661 ▼ | -3.0% | 613,941 | 0.9% | ETF |
CRWD CrowdStrike | $19,580,972 | $13,216,097 ▲ | 207.6% | 73,960 | 0.9% | Technology |
XLK Technology Select Sector SPDR Fund | $18,068,861 | $1,107,747 ▼ | -5.8% | 92,306 | 0.8% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $16,663,153 | $255,899 ▼ | -1.5% | 374,874 | 0.8% | ETF |
FTNT Fortinet | $15,942,654 | $668,918 ▼ | -4.0% | 89,185 | 0.7% | Technology |
URI United Rentals | $15,326,859 | $600,465 ▼ | -3.8% | 15,315 | 0.7% | Industrials |
LLY Eli Lilly and Company | $14,916,363 | $2,020,322 ▼ | -11.9% | 12,891 | 0.7% | Healthcare |
IVW iShares S&P 500 Growth ETF | $14,838,547 | $671,751 ▼ | -4.3% | 104,306 | 0.7% | ETF |
IWM iShares Russell 2000 ETF | $14,055,218 | $2,929,537 ▼ | -17.2% | 50,578 | 0.6% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $13,275,959 | $10,001 ▲ | 0.1% | 184,516 | 0.6% | ETF |
VTI Vanguard Total Stock Market ETF | $13,161,356 | $271,700 ▼ | -2.0% | 35,168 | 0.6% | ETF |
PVAL Putnam Focused Large Cap Value ETF | $12,925,019 | $583,609 ▲ | 4.7% | 245,629 | 0.6% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $12,821,003 | $261,751 ▲ | 2.1% | 181,575 | 0.6% | ETF |
VYM Vanguard High Dividend Yield ETF | $12,790,152 | $234,662 ▲ | 1.9% | 82,411 | 0.6% | ETF |
MUB iShares National Muni Bond ETF | $12,418,145 | $399,953 ▲ | 3.3% | 122,830 | 0.6% | ETF |
VV Vanguard Large-Cap ETF | $12,036,437 | $3,167 ▲ | 0.0% | 34,209 | 0.6% | ETF |
IVE iShares S&P 500 Value ETF | $11,993,271 | $1,464,404 ▲ | 13.9% | 52,538 | 0.5% | ETF |
ABBV AbbVie | $11,934,908 | $293,769 ▼ | -2.4% | 45,624 | 0.5% | Healthcare |
RSP Invesco S&P 500 Equal Weight ETF | $11,355,134 | $906,547 ▼ | -7.4% | 54,587 | 0.5% | ETF |
TSLA Tesla | $10,994,378 | $984,587 ▼ | -8.2% | 30,987 | 0.5% | Consumer Discretionary |
AVO Mission Produce | $10,619,441 | $40,300 ▼ | -0.4% | 810,026 | 0.5% | Consumer Staples |
CELESTICA INC
| $10,301,117 | $245,411 ▲ | 2.4% | 28,501 | 0.5% | COM |
NOBL ProShares S&P 500 Aristocrats ETF | $10,158,669 | $3,806,688 ▼ | -27.3% | 187,776 | 0.5% | ETF |
COST Costco Wholesale | $10,078,647 | $161,135 ▼ | -1.6% | 11,071 | 0.5% | Consumer Staples |
CVX Chevron | $10,029,304 | $2,028,814 ▲ | 25.4% | 49,113 | 0.5% | Energy |
VWO Vanguard FTSE Emerging Markets ETF | $9,931,079 | $83,923 ▼ | -0.8% | 167,444 | 0.5% | ETF |
INFLEQTION INC
| $9,756,795 | $3,591,130 ▲ | 58.2% | 724,335 | 0.4% | COM SHS |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $9,401,027 | $1,153,597 ▲ | 14.0% | 135,735 | 0.4% | ETF |
GLD SPDR Gold Shares | $9,362,638 | $203,751 ▼ | -2.1% | 24,584 | 0.4% | ETF |
FTSM First Trust Enhanced Short Maturity ETF | $9,290,546 | $424,307 ▲ | 4.8% | 156,117 | 0.4% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $9,220,186 | $168,382 ▼ | -1.8% | 276,799 | 0.4% | ETF |
META Meta Platforms | $9,136,365 | $952,143 ▼ | -9.4% | 12,599 | 0.4% | Communication Services |
GOOG Alphabet | $8,845,737 | $371,071 ▼ | -4.0% | 25,960 | 0.4% | Communication Services |
ICSH iShares Ultra Short-Term Bond Active ETF | $8,807,449 | $3,525,530 ▲ | 66.7% | 174,751 | 0.4% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $8,800,846 | $171,068 ▲ | 2.0% | 152,899 | 0.4% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $8,688,389 | $173,456 ▲ | 2.0% | 110,949 | 0.4% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $8,667,343 | $2,990,572 ▲ | 52.7% | 78,594 | 0.4% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $8,599,023 | $596,320 ▲ | 7.5% | 84,156 | 0.4% | ETF |
PALANTIR TECHNOLOGIES INC
| $8,582,466 | $87,540 ▼ | -1.0% | 45,883 | 0.4% | CL A |
JNJ Johnson & Johnson | $8,486,157 | $9,266 ▲ | 0.1% | 32,055 | 0.4% | Healthcare |
BRK.B Berkshire Hathaway | $8,427,820 | $57,264 ▲ | 0.7% | 16,925 | 0.4% | Finance |
GS The Goldman Sachs Group | $8,347,078 | $60,323 ▲ | 0.7% | 9,271 | 0.4% | Finance |
SHY iShares 1-3 Year Treasury Bond ETF | $8,313,440 | $4,012,102 ▲ | 93.3% | 102,382 | 0.4% | ETF |
GLDM SPDR Gold MiniShares Trust | $8,206,666 | $526,363 ▲ | 6.9% | 99,862 | 0.4% | ETF |
CSCO Cisco Systems | $8,096,210 | $701,959 ▲ | 9.5% | 75,223 | 0.4% | Technology |
V Visa | $8,061,097 | $146,605 ▼ | -1.8% | 22,434 | 0.4% | Finance |
MRK Merck & Co., Inc. | $8,035,504 | $83,119 ▲ | 1.0% | 55,298 | 0.4% | Healthcare |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $8,002,607 | $90,588 ▲ | 1.1% | 216,170 | 0.4% | ETF |
AMGN Amgen | $7,964,912 | $93,154 ▲ | 1.2% | 18,896 | 0.4% | Healthcare |
VCSH Vanguard Short-Term Corporate Bond ETF | $7,935,548 | $11,124 ▲ | 0.1% | 102,726 | 0.4% | ETF |
EXXONMOBIL HOLDINGS CORP
| $7,872,229 | $7,872,229 ▲ | New Holding | 48,370 | 0.4% | COM SHS |
SCHW Charles Schwab | $7,815,977 | $618,694 ▲ | 8.6% | 79,967 | 0.4% | Finance |
AMD Advanced Micro Devices | $7,482,101 | $1,343,475 ▼ | -15.2% | 12,230 | 0.3% | Technology |
XLV Health Care Select Sector SPDR Fund | $7,363,761 | $640,159 ▲ | 9.5% | 43,723 | 0.3% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $7,275,881 | $248,454 ▲ | 3.5% | 128,413 | 0.3% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $7,225,109 | $7,135 ▲ | 0.1% | 87,081 | 0.3% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $7,079,050 | $1,241,815 ▼ | -14.9% | 197,023 | 0.3% | ETF |
MU Micron Technology | $6,980,408 | $1,139,615 ▲ | 19.5% | 6,554 | 0.3% | Technology |
USHY iShares Broad USD High Yield Corporate Bond ETF | $6,972,652 | $89,693 ▲ | 1.3% | 195,203 | 0.3% | ETF |
MS Morgan Stanley | $6,771,209 | $248,640 ▼ | -3.5% | 36,002 | 0.3% | Finance |
IWR iShares Russell Mid-Cap ETF | $6,672,460 | $61,785 ▼ | -0.9% | 62,529 | 0.3% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $6,632,013 | $15,347 ▲ | 0.2% | 272,250 | 0.3% | ETF |
DVY iShares Select Dividend ETF | $6,579,172 | $326,799 ▼ | -4.7% | 43,264 | 0.3% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $6,496,532 | $53,002 ▲ | 0.8% | 62,144 | 0.3% | ETF |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $6,438,502 | $244,294 ▼ | -3.7% | 83,389 | 0.3% | ETF |
GRAYSCALE ETHEREUM STAKING E
| $6,410,249 | $353,424 ▲ | 5.8% | 299,125 | 0.3% | SHS |
FTEC Fidelity MSCI Information Technology Index ETF | $6,342,164 | $921,798 ▼ | -12.7% | 21,136 | 0.3% | ETF |
VB Vanguard Small-Cap ETF | $6,293,222 | $26,173 ▲ | 0.4% | 22,121 | 0.3% | ETF |
TSM Taiwan Semiconductor Manufacturing | $6,263,380 | $3,004,415 ▼ | -32.4% | 13,730 | 0.3% | Technology |
BTU Peabody Energy | $6,243,497 | $110,779 ▲ | 1.8% | 255,986 | 0.3% | Energy |
KO Coca-Cola | $6,242,972 | $69,555 ▼ | -1.1% | 72,523 | 0.3% | Consumer Staples |
BLACKROCK ETF TRUST
| $6,138,807 | $858,694 ▲ | 16.3% | 168,881 | 0.3% | ISHA IN CTRY ETF |
BAC Bank of America | $6,103,914 | $104,941 ▼ | -1.7% | 112,142 | 0.3% | Finance |
MA Mastercard | $6,048,009 | $189,707 ▼ | -3.0% | 10,967 | 0.3% | Finance |
IEMG iShares Core MSCI Emerging Markets ETF | $6,029,582 | $169,704 ▲ | 2.9% | 74,293 | 0.3% | ETF |
XLI Industrial Select Sector SPDR Fund | $5,912,754 | $2,732,791 ▲ | 85.9% | 35,410 | 0.3% | ETF |
WALMART INC
| $5,852,088 | $159,726 ▲ | 2.8% | 56,313 | 0.3% | COM |
FLOT iShares Floating Rate Bond ETF | $5,791,732 | $4,942,106 ▲ | 581.7% | 113,452 | 0.3% | ETF |
KLAC KLA | $5,681,710 | $3,370,780 ▲ | 145.9% | 29,147 | 0.3% | Technology |
PG Procter & Gamble | $5,648,841 | $225,913 ▼ | -3.8% | 38,882 | 0.3% | Consumer Staples |
ELAN Elanco Animal Health | $5,563,983 | $271,344 ▼ | -4.7% | 248,503 | 0.3% | Healthcare |
