VEA Vanguard FTSE Developed Markets ETF | $40,275,634 | $19,708,192 ▲ | 95.8% | 570,397 | 6.2% | ETF |
IWF iShares Russell 1000 Growth ETF | $32,472,782 | $15,122,575 ▲ | 87.2% | 259,242 | 5.0% | ETF |
IWD iShares Russell 1000 Value ETF | $25,893,453 | $11,776,491 ▲ | 83.4% | 104,438 | 4.0% | ETF |
NVDA NVIDIA | $20,670,667 | $10,081,375 ▲ | 95.2% | 90,510 | 3.2% | Technology |
VWO Vanguard FTSE Emerging Markets ETF | $19,428,692 | $9,921,337 ▲ | 104.4% | 327,580 | 3.0% | ETF |
AAPL Apple | $19,092,386 | $7,280,696 ▲ | 61.6% | 57,332 | 2.9% | Technology |
BSV Vanguard Short-Term Bond ETF | $16,506,385 | $8,622,358 ▲ | 109.4% | 216,052 | 2.5% | ETF |
IVW iShares S&P 500 Growth ETF | $16,469,056 | $8,631,648 ▲ | 110.1% | 115,767 | 2.5% | ETF |
MSFT Microsoft | $15,415,732 | $5,251,586 ▲ | 51.7% | 30,056 | 2.4% | Technology |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $14,314,732 | $7,359,162 ▲ | 105.8% | 279,420 | 2.2% | ETF |
VIG Vanguard Dividend Appreciation ETF | $13,465,540 | $6,824,693 ▲ | 102.8% | 57,716 | 2.1% | ETF |
IEFA iShares Core MSCI EAFE ETF | $12,459,900 | $6,580,655 ▲ | 111.9% | 128,612 | 1.9% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $11,902,098 | $5,676,346 ▲ | 91.2% | 74,046 | 1.8% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $11,859,990 | $5,763,061 ▲ | 94.5% | 86,143 | 1.8% | ETF |
IVE iShares S&P 500 Value ETF | $10,797,133 | $5,207,269 ▲ | 93.2% | 47,298 | 1.7% | ETF |
JPM JPMorgan Chase & Co. | $10,210,950 | $4,426,598 ▲ | 76.5% | 30,864 | 1.6% | Finance |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $9,827,850 | $4,542,261 ▲ | 85.9% | 238,250 | 1.5% | ETF |
BRK.B Berkshire Hathaway | $9,445,037 | $6,865,541 ▲ | 266.2% | 18,967 | 1.5% | Finance |
MU Micron Technology | $9,366,134 | $4,629,275 ▲ | 97.7% | 8,793 | 1.4% | Technology |
EFA iShares MSCI EAFE ETF | $8,581,002 | $4,250,763 ▲ | 98.2% | 82,597 | 1.3% | ETF |
IVV iShares Core S&P 500 ETF | $8,557,063 | $4,740,310 ▲ | 124.2% | 11,174 | 1.3% | ETF |
LLY Eli Lilly and Company | $8,463,234 | $1,882,647 ▲ | 28.6% | 7,314 | 1.3% | Healthcare |
IAGG iShares Core International Aggregate Bond ETF | $7,552,078 | $3,793,972 ▲ | 101.0% | 153,497 | 1.2% | ETF |
IWN iShares Russell 2000 Value ETF | $7,150,978 | $3,465,840 ▲ | 94.0% | 34,141 | 1.1% | ETF |
IWO iShares Russell 2000 Growth ETF | $6,197,868 | $3,028,974 ▲ | 95.6% | 17,364 | 1.0% | ETF |
XLU Utilities Select Sector SPDR Fund | $6,105,004 | $3,052,502 ▲ | 100.0% | 154,792 | 0.9% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $5,702,028 | $5,702,028 ▲ | New Holding | 260,724 | 0.9% | ETF |
VO Vanguard Mid-Cap ETF | $5,622,424 | $2,811,369 ▲ | 100.0% | 71,696 | 0.9% | ETF |
MUB iShares National Muni Bond ETF | $5,517,230 | $2,739,305 ▲ | 98.6% | 54,572 | 0.9% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $5,220,563 | $2,860,781 ▲ | 121.2% | 103,974 | 0.8% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $5,189,528 | $2,150,237 ▲ | 70.7% | 53,258 | 0.8% | ETF |
QQQ Invesco QQQ | $5,044,105 | $2,513,175 ▲ | 99.3% | 6,818 | 0.8% | ETF |
SDY SPDR S&P Dividend ETF | $4,972,206 | $2,700,407 ▲ | 118.9% | 33,944 | 0.8% | ETF |
EXXONMOBIL HOLDINGS CORP
| $4,888,148 | $4,888,148 ▲ | New Holding | 30,034 | 0.8% | COM SHS |
GOOG Alphabet | $4,815,227 | $2,052,230 ▲ | 74.3% | 14,132 | 0.7% | Communication Services |
SLV iShares Silver Trust | $4,658,425 | $2,278,246 ▲ | 95.7% | 85,460 | 0.7% | ETF |
IWB iShares Russell 1000 ETF | $4,649,880 | $4,649,880 ▲ | New Holding | 11,174 | 0.7% | ETF |
MBB iShares MBS ETF | $4,280,610 | $4,280,610 ▲ | New Holding | 47,764 | 0.7% | ETF |
CAT Caterpillar | $4,030,443 | $1,269,444 ▲ | 46.0% | 4,972 | 0.6% | Industrials |
VIGI Vanguard International Dividend Appreciation ETF | $4,015,304 | $2,007,652 ▲ | 100.0% | 42,526 | 0.6% | ETF |
ISHARES BITCOIN TRUST ETF
| $3,987,685 | $1,991,736 ▲ | 99.8% | 84,235 | 0.6% | SHS BEN INT |
GLD SPDR Gold Shares | $3,879,997 | $1,891,251 ▲ | 95.1% | 10,188 | 0.6% | ETF |
PREF Principal Spectrum Preferred Securities Active ETF | $3,873,118 | $2,055,320 ▲ | 113.1% | 211,070 | 0.6% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $3,870,386 | $1,938,323 ▲ | 100.3% | 53,793 | 0.6% | ETF |
VNQ Vanguard Real Estate ETF | $3,669,890 | $1,835,035 ▲ | 100.0% | 40,944 | 0.6% | ETF |
CRWD CrowdStrike | $3,666,258 | $3,207,976 ▲ | 700.0% | 13,848 | 0.6% | Technology |
COST Costco Wholesale | $3,657,501 | $1,747,736 ▲ | 91.5% | 4,018 | 0.6% | Consumer Staples |
VB Vanguard Small-Cap ETF | $3,640,444 | $1,766,883 ▲ | 94.3% | 12,797 | 0.6% | ETF |
ASML ASML | $3,622,578 | $1,786,824 ▲ | 97.3% | 1,999 | 0.6% | Technology |
GOOGL Alphabet | $3,622,454 | $1,324,919 ▲ | 57.7% | 10,529 | 0.6% | Communication Services |
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF | $3,351,784 | $1,671,460 ▲ | 99.5% | 103,610 | 0.5% | ETF |
VONV Vanguard Russell 1000 Value ETF | $3,119,935 | $1,829,482 ▲ | 141.8% | 28,703 | 0.5% | ETF |
XMPT VanEck CEF Muni Income ETF | $3,095,990 | $1,613,650 ▲ | 108.9% | 161,082 | 0.5% | ETF |
AMZN Amazon.com | $3,095,774 | $1,534,434 ▲ | 98.3% | 12,426 | 0.5% | Consumer Discretionary |
PALANTIR TECHNOLOGIES INC
| $3,094,929 | $1,544,846 ▲ | 99.7% | 16,546 | 0.5% | CL A |
ORCL Oracle | $2,996,421 | $885,855 ▲ | 42.0% | 21,824 | 0.5% | Technology |
SPY SPDR S&P 500 ETF Trust | $2,956,715 | $1,673,972 ▲ | 130.5% | 3,877 | 0.5% | ETF |
CVX Chevron | $2,915,040 | $1,435,568 ▲ | 97.0% | 14,275 | 0.4% | Energy |
ABBV AbbVie | $2,858,019 | $1,289,182 ▲ | 82.2% | 10,925 | 0.4% | Healthcare |
JNJ Johnson & Johnson | $2,769,562 | $1,481,141 ▲ | 115.0% | 10,462 | 0.4% | Healthcare |
ADP Automatic Data Processing | $2,644,955 | $843,805 ▲ | 46.8% | 10,250 | 0.4% | Industrials |
AEP American Electric Power | $2,573,097 | $462,227 ▲ | 21.9% | 21,688 | 0.4% | Utilities |
ETN Eaton | $2,551,602 | $1,871,060 ▲ | 274.9% | 5,939 | 0.4% | Industrials |
MCD McDonald's | $2,506,622 | $1,234,260 ▲ | 97.0% | 10,855 | 0.4% | Consumer Discretionary |
WALMART INC
| $2,433,588 | $674,929 ▲ | 38.4% | 23,419 | 0.4% | COM |
PEP PepsiCo | $2,411,118 | $990,980 ▲ | 69.8% | 19,029 | 0.4% | Consumer Staples |
PG Procter & Gamble | $2,318,578 | $1,109,239 ▲ | 91.7% | 15,959 | 0.4% | Consumer Staples |
CSCO Cisco Systems | $2,253,563 | $856,737 ▲ | 61.3% | 20,938 | 0.3% | Technology |
DGRO iShares Core Dividend Growth ETF | $2,229,216 | $1,055,127 ▲ | 89.9% | 29,570 | 0.3% | ETF |
ISHARES ETHEREUM TR
| $2,200,524 | $1,105,493 ▲ | 101.0% | 109,370 | 0.3% | SHS |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $2,192,394 | $2,192,394 ▲ | New Holding | 67,918 | 0.3% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $2,111,394 | $2,111,394 ▲ | New Holding | 26,962 | 0.3% | ETF |
IWM iShares Russell 2000 ETF | $2,078,803 | $1,043,986 ▲ | 100.9% | 7,481 | 0.3% | ETF |
XLE Energy Select Sector SPDR Fund | $1,990,490 | $981,838 ▲ | 97.3% | 32,366 | 0.3% | ETF |
HBAN Huntington Bancshares | $1,879,509 | $1,046,934 ▲ | 125.7% | 123,165 | 0.3% | Finance |
KO Coca-Cola | $1,851,232 | $686,885 ▲ | 59.0% | 21,507 | 0.3% | Consumer Staples |
XLI Industrial Select Sector SPDR Fund | $1,824,758 | $904,197 ▲ | 98.2% | 10,928 | 0.3% | ETF |
V Visa | $1,776,442 | $660,776 ▲ | 59.2% | 4,944 | 0.3% | Finance |
VONG Vanguard Russell 1000 Growth ETF | $1,766,962 | $1,038,002 ▲ | 142.4% | 13,705 | 0.3% | ETF |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $1,752,598 | $876,299 ▲ | 100.0% | 19,234 | 0.3% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $1,667,457 | $820,974 ▲ | 97.0% | 15,950 | 0.3% | ETF |
XLF Financial Select Sector SPDR Fund | $1,652,196 | $808,529 ▲ | 95.8% | 30,940 | 0.3% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $1,592,913 | $771,150 ▲ | 93.8% | 10,260 | 0.2% | ETF |
INTC Intel | $1,580,198 | $522,765 ▲ | 49.4% | 13,143 | 0.2% | Technology |
HD Home Depot | $1,533,228 | $318,308 ▲ | 26.2% | 5,390 | 0.2% | Consumer Discretionary |
BRK.A Berkshire Hathaway | $1,494,010 | $1,494,010 ▲ | New Holding | 2 | 0.2% | Finance |
TSM Taiwan Semiconductor Manufacturing | $1,469,259 | $80,739 ▲ | 5.8% | 3,221 | 0.2% | Technology |
GS The Goldman Sachs Group | $1,419,788 | $714,398 ▲ | 101.3% | 1,576 | 0.2% | Finance |
IBM International Business Machines | $1,388,370 | $638,875 ▲ | 85.2% | 6,313 | 0.2% | Technology |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $1,350,400 | $1,350,400 ▲ | New Holding | 27,436 | 0.2% | ETF |
TSLA Tesla | $1,334,442 | $698,267 ▲ | 109.8% | 3,761 | 0.2% | Consumer Discretionary |
HDV iShares Core High Dividend ETF | $1,296,258 | $610,788 ▲ | 89.1% | 46,361 | 0.2% | ETF |
GE GE Aerospace | $1,294,852 | $756,423 ▲ | 140.5% | 4,146 | 0.2% | Industrials |
IRBO iShares Robotics and Artificial Intelligence Multisector ETF | $1,285,038 | $718,566 ▲ | 126.8% | 16,408 | 0.2% | ETF |
MRK Merck & Co., Inc. | $1,280,629 | $539,832 ▲ | 72.9% | 8,813 | 0.2% | Healthcare |
XLB Materials Select Sector SPDR Fund | $1,274,772 | $627,110 ▲ | 96.8% | 26,176 | 0.2% | ETF |
PANW Palo Alto Networks | $1,263,048 | $620,201 ▲ | 96.5% | 3,179 | 0.2% | Technology |
BMY Bristol Myers Squibb | $1,195,657 | $415,878 ▲ | 53.3% | 19,162 | 0.2% | Healthcare |
ISRG Intuitive Surgical | $1,160,522 | $596,933 ▲ | 105.9% | 2,854 | 0.2% | Healthcare |
ALG Alamo Group | $1,154,120 | $1,154,120 ▲ | New Holding | 7,457 | 0.2% | Industrials |
