BKLC BNY Mellon US Large Cap Core Equity ETF | $287,482,194 | $30,239,667 ▲ | 11.8% | 2,427,445 | 2.9% | ETF |
ACIO Aptus Collared Investment Opportunity ETF | $276,343,042 | $52,309,974 ▲ | 23.3% | 6,674,953 | 2.8% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $202,213,049 | $1,339,340 ▼ | -0.7% | 1,106,077 | 2.0% | ETF |
IVV iShares Core S&P 500 ETF | $195,160,421 | $20,186,054 ▼ | -9.4% | 314,319 | 2.0% | ETF |
AAPL Apple | $190,863,715 | $4,606,067 ▲ | 2.5% | 930,271 | 1.9% | Computer and Technology |
NVDA NVIDIA | $181,067,732 | $5,462,508 ▲ | 3.1% | 1,146,070 | 1.8% | Computer and Technology |
DRSK Aptus Defined Risk ETF | $169,276,043 | $41,212,119 ▲ | 32.2% | 5,889,912 | 1.7% | ETF |
MSFT Microsoft | $155,806,274 | $14,330,387 ▲ | 10.1% | 313,235 | 1.6% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $133,884,696 | $8,129,651 ▲ | 6.5% | 216,695 | 1.3% | Finance |
BBIN JPMorgan BetaBuilders International Equity ETF | $125,969,364 | $14,927,334 ▲ | 13.4% | 1,866,207 | 1.3% | ETF |
QQQ Invesco QQQ | $112,614,277 | $476,616 ▼ | -0.4% | 204,145 | 1.1% | Finance |
DFAC Dimensional U.S. Core Equity 2 ETF | $110,055,542 | $3,089,802 ▲ | 2.9% | 3,070,746 | 1.1% | ETF |
AMZN Amazon.com | $102,972,470 | $6,127,125 ▲ | 6.3% | 469,358 | 1.0% | Retail/Wholesale |
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | $102,959,495 | $17,520,921 ▲ | 20.5% | 1,262,686 | 1.0% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $91,029,670 | $1,467,928 ▲ | 1.6% | 954,990 | 0.9% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $82,255,417 | $600,201 ▲ | 0.7% | 1,131,592 | 0.8% | ETF |
BND Vanguard Total Bond Market ETF | $79,956,847 | $9,475,735 ▲ | 13.4% | 1,085,928 | 0.8% | ETF |
SCHX Schwab US Large-Cap ETF | $75,912,760 | $2,304,227 ▲ | 3.1% | 3,106,087 | 0.8% | ETF |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $73,395,924 | $5,757,077 ▲ | 8.5% | 1,347,703 | 0.7% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $72,082,445 | $6,162,646 ▲ | 9.3% | 1,559,213 | 0.7% | Manufacturing |
LRGF iShares U.S. Equity Factor ETF | $71,362,832 | $11,287 ▼ | 0.0% | 1,112,784 | 0.7% | ETF |
OSCV Opus Small Cap Value Plus ETF | $71,108,750 | $19,885,947 ▲ | 38.8% | 1,969,227 | 0.7% | ETF |
IDUB Aptus International Enhanced Yield ETF | $70,949,357 | $22,209,296 ▲ | 45.6% | 3,187,302 | 0.7% | ETF |
BINC iShares Flexible Income Active ETF | $69,749,519 | $6,472,692 ▲ | 10.2% | 1,320,013 | 0.7% | ETF |
DUBS Aptus Large Cap Enhanced Yield ETF | $69,664,797 | $15,325,147 ▲ | 28.2% | 2,061,090 | 0.7% | ETF |
VOO Vanguard S&P 500 ETF | $63,020,943 | $3,731,372 ▲ | 6.3% | 110,947 | 0.6% | ETF |
XLK Technology Select Sector SPDR Fund | $60,584,229 | $4,066,618 ▼ | -6.3% | 239,246 | 0.6% | ETF |
VTI Vanguard Total Stock Market ETF | $59,494,225 | $3,541,692 ▲ | 6.3% | 195,750 | 0.6% | ETF |
RDVY First Trust Rising Dividend Achievers ETF | $59,019,518 | $544,709 ▲ | 0.9% | 940,700 | 0.6% | Manufacturing |
VTEB Vanguard Tax-Exempt Bond ETF | $58,969,766 | $4,703,645 ▲ | 8.7% | 1,202,728 | 0.6% | ETF |
QQQM Invesco NASDAQ 100 ETF | $57,625,542 | $5,247,150 ▲ | 10.0% | 253,745 | 0.6% | ETF |
FBND Fidelity Total Bond ETF | $57,285,583 | $36,113,424 ▲ | 170.6% | 1,252,140 | 0.6% | ETF |
IVW iShares S&P 500 Growth ETF | $56,730,439 | $1,118,946 ▼ | -1.9% | 515,263 | 0.6% | ETF |
JPM JPMorgan Chase & Co. | $53,578,721 | $4,451,268 ▲ | 9.1% | 184,812 | 0.5% | Finance |
META Meta Platforms | $53,372,688 | $3,082,998 ▲ | 6.1% | 72,312 | 0.5% | Computer and Technology |
IEFA iShares Core MSCI EAFE ETF | $53,260,755 | $1,079,397 ▲ | 2.1% | 638,006 | 0.5% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $53,163,065 | $16,297,910 ▲ | 44.2% | 885,608 | 0.5% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $52,363,113 | $12,915,151 ▲ | 32.7% | 1,000,442 | 0.5% | ETF |
SSUS Day Hagan Smart Sector ETF | $49,841,311 | $4,696,804 ▼ | -8.6% | 1,108,323 | 0.5% | ETF |
BRK.B Berkshire Hathaway | $48,582,637 | $6,696,799 ▲ | 16.0% | 100,012 | 0.5% | Finance |
BKIE BNY Mellon International Equity ETF | $47,690,794 | $18,372,395 ▲ | 62.7% | 553,450 | 0.5% | ETF |
INTF iShares International Equity Factor ETF | $46,016,641 | $4,598,183 ▲ | 11.1% | 1,344,337 | 0.5% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $44,530,464 | $2,547,387 ▲ | 6.1% | 900,333 | 0.4% | ETF |
CGDV Capital Group Dividend Value ETF | $43,952,385 | $2,268,267 ▲ | 5.4% | 1,113,000 | 0.4% | ETF |
OEF iShares S&P 100 ETF | $42,411,002 | $31,652 ▲ | 0.1% | 139,349 | 0.4% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $41,609,733 | $4,815,473 ▲ | 13.1% | 1,424,503 | 0.4% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $41,106,560 | $5,611,471 ▲ | 15.8% | 1,015,227 | 0.4% | ETF |
SCHP Schwab U.S. TIPS ETF | $38,364,245 | $34,597,509 ▲ | 918.5% | 1,437,940 | 0.4% | ETF |
SECT Main Sector Rotation ETF | $38,069,728 | $15,883,839 ▼ | -29.4% | 655,583 | 0.4% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $36,835,409 | $1,336,407 ▲ | 3.8% | 593,928 | 0.4% | ETF |
TSLA Tesla | $36,749,381 | $2,279,842 ▲ | 6.6% | 115,688 | 0.4% | Auto/Tires/Trucks |
GOOG Alphabet | $36,112,011 | $2,233,164 ▲ | 6.6% | 203,574 | 0.4% | Computer and Technology |
QCOM QUALCOMM | $34,972,418 | $126,930 ▼ | -0.4% | 219,593 | 0.4% | Computer and Technology |
RSP Invesco S&P 500 Equal Weight ETF | $34,911,238 | $675,707 ▲ | 2.0% | 192,095 | 0.4% | ETF |
V Visa | $34,598,119 | $3,895,954 ▲ | 12.7% | 97,446 | 0.3% | Business Services |
GOOGL Alphabet | $33,150,682 | $127,591 ▲ | 0.4% | 188,110 | 0.3% | Computer and Technology |
MEAR iShares Short Maturity Municipal Bond Active ETF | $33,070,311 | $800,952 ▼ | -2.4% | 657,854 | 0.3% | ETF |
AVGO Broadcom | $32,942,283 | $1,830,602 ▲ | 5.9% | 119,507 | 0.3% | Computer and Technology |
MUB iShares National Muni Bond ETF | $32,887,103 | $82,017 ▲ | 0.3% | 314,769 | 0.3% | ETF |
XLG Invesco S&P 500 Top 50 ETF | $32,838,025 | $5,090,017 ▲ | 18.3% | 630,288 | 0.3% | ETF |
MTUM iShares MSCI USA Momentum Factor ETF | $32,675,609 | $885,339 ▲ | 2.8% | 135,967 | 0.3% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $32,313,178 | $995,211 ▼ | -3.0% | 344,233 | 0.3% | ETF |
IVE iShares S&P 500 Value ETF | $32,277,430 | $5,504,999 ▲ | 20.6% | 165,169 | 0.3% | ETF |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $32,183,908 | $7,997,200 ▲ | 33.1% | 350,855 | 0.3% | ETF |
EFG iShares MSCI EAFE Growth ETF | $31,863,199 | $379,568 ▲ | 1.2% | 284,493 | 0.3% | ETF |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $30,832,494 | $2,212,630 ▲ | 7.7% | 1,344,636 | 0.3% | Manufacturing |
DFUV Dimensional US Marketwide Value ETF | $29,915,447 | $265,180 ▲ | 0.9% | 707,556 | 0.3% | ETF |
VO Vanguard Mid-Cap ETF | $29,508,577 | $771,770 ▼ | -2.5% | 105,452 | 0.3% | ETF |
BTHM BlackRock Future U.S. Themes ETF | $29,399,065 | $14,049,682 ▲ | 91.5% | 826,281 | 0.3% | ETF |
MBB iShares MBS ETF | $28,880,402 | $5,448,348 ▲ | 23.3% | 307,598 | 0.3% | ETF |
BKAG BNY Mellon Core Bond ETF | $28,792,109 | $25,668,933 ▼ | -47.1% | 682,601 | 0.3% | ETF |
VUG Vanguard Growth ETF | $28,294,577 | $1,259,953 ▲ | 4.7% | 64,541 | 0.3% | ETF |
XOM Exxon Mobil | $28,116,878 | $616,402 ▲ | 2.2% | 260,824 | 0.3% | Energy |
BUFR FT Vest Laddered Buffer ETF | $28,013,345 | $1,297,058 ▲ | 4.9% | 880,923 | 0.3% | ETF |
KLAVIYO INC
| $27,886,545 | $22,861,869 ▲ | 455.0% | 830,451 | 0.3% | Common Stock |
EMXC iShares MSCI Emerging Markets ex China ETF | $27,855,913 | $12,889,146 ▼ | -31.6% | 441,177 | 0.3% | Manufacturing |
EFV iShares MSCI EAFE Value ETF | $27,509,451 | $7,258,624 ▲ | 35.8% | 433,356 | 0.3% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $27,494,085 | $281,172 ▼ | -1.0% | 542,504 | 0.3% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $27,464,011 | $437,799 ▼ | -1.6% | 203,377 | 0.3% | ETF |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $26,844,326 | $340,122 ▼ | -1.3% | 1,149,158 | 0.3% | Manufacturing |
WMT Walmart | $26,597,464 | $4,657,072 ▲ | 21.2% | 272,013 | 0.3% | Retail/Wholesale |
VTV Vanguard Value ETF | $26,357,760 | $492,221 ▼ | -1.8% | 149,133 | 0.3% | ETF |
XLF Financial Select Sector SPDR Fund | $26,351,500 | $947,479 ▲ | 3.7% | 503,179 | 0.3% | ETF |
PG Procter & Gamble | $26,190,979 | $378,067 ▲ | 1.5% | 164,392 | 0.3% | Consumer Staples |
HD Home Depot | $26,122,280 | $662,883 ▲ | 2.6% | 71,248 | 0.3% | Retail/Wholesale |
IYW iShares U.S. Technology ETF | $26,080,819 | $5,115,806 ▲ | 24.4% | 150,521 | 0.3% | Manufacturing |
SOXX iShares Semiconductor ETF | $25,891,700 | $70,178 ▼ | -0.3% | 108,470 | 0.3% | ETF |
NOW ServiceNow | $25,603,647 | $7,738,462 ▲ | 43.3% | 24,904 | 0.3% | Computer and Technology |
VYM Vanguard High Dividend Yield ETF | $25,010,434 | $345,540 ▲ | 1.4% | 187,611 | 0.3% | ETF |
VB Vanguard Small-Cap ETF | $24,248,671 | $421,823 ▲ | 1.8% | 102,324 | 0.2% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $24,168,597 | $694,707 ▲ | 3.0% | 425,129 | 0.2% | ETF |
LLY Eli Lilly and Company | $23,929,385 | $492,666 ▼ | -2.0% | 30,697 | 0.2% | Medical |
TBIL US Treasury 3 Month Bill ETF | $23,700,532 | $1,254,875 ▲ | 5.6% | 474,058 | 0.2% | ETF |
GLD SPDR Gold Shares | $23,275,170 | $1,846,345 ▼ | -7.3% | 76,355 | 0.2% | Finance |
SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $22,963,302 | $784,168 ▼ | -3.3% | 650,888 | 0.2% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $22,749,083 | $56,403 ▼ | -0.2% | 51,626 | 0.2% | Finance |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $22,654,620 | $2,189,873 ▲ | 10.7% | 1,007,320 | 0.2% | Manufacturing |
IWB iShares Russell 1000 ETF | $22,545,167 | $1,132,471 ▼ | -4.8% | 66,393 | 0.2% | ETF |
COST Costco Wholesale | $22,399,564 | $2,353,108 ▲ | 11.7% | 22,627 | 0.2% | Retail/Wholesale |
Return Stacked Global Stocks & Bonds ETF
| $22,281,497 | $1,650,051 ▼ | -6.9% | 850,114 | 0.2% | MF Closed and MF Open |