VEA Vanguard FTSE Developed Markets ETF | $20,753,894 | $973,345 â–² | 4.9% | 291,283 | 6.5% | ETF |
IWF iShares Russell 1000 Growth ETF | $17,199,163 | $12,888,725 â–² | 299.0% | 138,513 | 5.4% | ETF |
IWD iShares Russell 1000 Value ETF | $13,803,813 | $39,031 â–² | 0.3% | 56,939 | 4.3% | ETF |
AAPL Apple | $10,263,198 | $52,084 â–² | 0.5% | 35,469 | 3.2% | Technology |
VWO Vanguard FTSE Emerging Markets ETF | $9,568,284 | $313,670 â–² | 3.4% | 160,300 | 3.0% | ETF |
NVDA NVIDIA | $9,277,603 | $22,210 â–² | 0.2% | 46,367 | 2.9% | Technology |
BSV Vanguard Short-Term Bond ETF | $8,039,848 | $847,116 â–² | 11.8% | 103,194 | 2.5% | ETF |
IVW iShares S&P 500 Growth ETF | $7,576,797 | $12,378 â–² | 0.2% | 55,092 | 2.4% | ETF |
MSFT Microsoft | $7,392,092 | $150,699 â–¼ | -2.0% | 19,817 | 2.3% | Technology |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $7,115,778 | $840,554 â–² | 13.4% | 135,771 | 2.2% | ETF |
LLY Eli Lilly and Company | $6,821,202 | $87,559 â–¼ | -1.3% | 5,687 | 2.1% | Healthcare |
VIG Vanguard Dividend Appreciation ETF | $6,735,148 | $462,592 â–¼ | -6.4% | 28,464 | 2.1% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $6,483,571 | $174,519 â–² | 2.8% | 44,284 | 2.0% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $6,375,280 | $178,591 â–² | 2.9% | 38,732 | 2.0% | ETF |
IEFA iShares Core MSCI EAFE ETF | $5,861,022 | $20,958 â–¼ | -0.4% | 60,686 | 1.8% | ETF |
JPM JPMorgan Chase & Co. | $5,723,197 | $64,813 â–² | 1.1% | 17,484 | 1.8% | Finance |
IVE iShares S&P 500 Value ETF | $5,560,005 | $21,571 â–² | 0.4% | 24,487 | 1.7% | ETF |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $5,434,195 | $540,769 â–² | 11.1% | 128,135 | 1.7% | ETF |
MU Micron Technology | $5,132,699 | $19,621 â–² | 0.4% | 4,447 | 1.6% | Technology |
EFA iShares MSCI EAFE ETF | $4,329,822 | | 0.0% | 41,681 | 1.4% | ETF |
IWN iShares Russell 2000 Value ETF | $3,891,862 | $88,482 â–² | 2.3% | 17,594 | 1.2% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $3,865,013 | $472,804 â–² | 13.9% | 76,384 | 1.2% | ETF |
IVV iShares Core S&P 500 ETF | $3,732,330 | $21,717 â–¼ | -0.6% | 4,984 | 1.2% | ETF |
CAT Caterpillar | $3,627,480 | $31,951 â–¼ | -0.9% | 3,406 | 1.1% | Industrials |
XLU Utilities Select Sector SPDR Fund | $3,509,124 | $40,670 â–¼ | -1.1% | 77,396 | 1.1% | ETF |
IWO iShares Russell 2000 Growth ETF | $3,497,714 | $86,675 â–² | 2.5% | 8,878 | 1.1% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $3,008,680 | $2,797 â–² | 0.1% | 31,191 | 0.9% | ETF |
MUB iShares National Muni Bond ETF | $2,957,097 | $513,351 â–² | 21.0% | 27,477 | 0.9% | ETF |
VO Vanguard Mid-Cap ETF | $2,888,123 | $2,140,511 â–² | 286.3% | 35,846 | 0.9% | ETF |
GOOG Alphabet | $2,865,020 | $33,565 â–² | 1.2% | 8,109 | 0.9% | Communication Services |
BRK.B Berkshire Hathaway | $2,592,230 | $18,015 â–² | 0.7% | 5,180 | 0.8% | Finance |
QQQ Invesco QQQ | $2,519,499 | $39,770 â–² | 1.6% | 3,421 | 0.8% | ETF |
AEP American Electric Power | $2,434,140 | $34,476 â–¼ | -1.4% | 17,792 | 0.8% | Utilities |
GOOGL Alphabet | $2,386,463 | $26,445 â–² | 1.1% | 6,678 | 0.7% | Communication Services |
SPDW SPDR Portfolio Developed World ex-US ETF | $2,368,252 | $54,422 â–² | 2.4% | 46,998 | 0.7% | ETF |
SDY SPDR S&P Dividend ETF | $2,360,160 | | 0.0% | 15,509 | 0.7% | ETF |
SLV iShares Silver Trust | $2,334,768 | $1,604 â–² | 0.1% | 43,665 | 0.7% | ETF |
ORCL Oracle | $2,252,724 | $8,646 â–² | 0.4% | 15,372 | 0.7% | Technology |
XOM ExxonMobil | $2,113,586 | $20,782 â–¼ | -1.0% | 15,459 | 0.7% | Energy |
IJH iShares Core S&P Mid-Cap ETF | $2,070,639 | $50,816 â–¼ | -2.4% | 26,853 | 0.6% | ETF |
ASML ASML | $2,014,662 | $83,530 â–² | 4.3% | 1,013 | 0.6% | Technology |
VB Vanguard Small-Cap ETF | $1,996,356 | $7,578 â–¼ | -0.4% | 6,586 | 0.6% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $1,985,539 | | 0.0% | 21,263 | 0.6% | ETF |
VNQ Vanguard Real Estate ETF | $1,974,055 | $289 â–² | 0.0% | 20,471 | 0.6% | ETF |
COST Costco Wholesale | $1,962,687 | $7,484 â–² | 0.4% | 2,098 | 0.6% | Consumer Staples |
GLD SPDR Gold Shares | $1,923,680 | | 0.0% | 5,222 | 0.6% | ETF |
WALMART INC
| $1,916,788 | $193,106 â–¼ | -9.2% | 16,924 | 0.6% | COM |
PREF Principal Spectrum Preferred Securities Active ETF | $1,888,141 | $9,111 â–¼ | -0.5% | 99,063 | 0.6% | ETF |
XMPT VanEck CEF Muni Income ETF | $1,722,973 | $5,585 â–¼ | -0.3% | 77,125 | 0.5% | ETF |
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF | $1,669,416 | $3,471 â–¼ | -0.2% | 51,942 | 0.5% | ETF |
ADP Automatic Data Processing | $1,563,093 | $2,911 â–² | 0.2% | 6,980 | 0.5% | Industrials |
CSCO Cisco Systems | $1,524,454 | $4,346 â–² | 0.3% | 12,978 | 0.5% | Technology |
PEP PepsiCo | $1,517,550 | $18,143 â–² | 1.2% | 11,208 | 0.5% | Consumer Staples |
ABBV AbbVie | $1,509,016 | $6,039 â–² | 0.4% | 5,997 | 0.5% | Healthcare |
HD Home Depot | $1,506,432 | $26,101 â–² | 1.8% | 4,271 | 0.5% | Consumer Discretionary |
AMZN Amazon.com | $1,493,598 | $31,221 â–¼ | -2.0% | 6,267 | 0.5% | Consumer Discretionary |
MCD McDonald's | $1,489,514 | $2,974 â–² | 0.2% | 5,510 | 0.5% | Consumer Discretionary |
TSM Taiwan Semiconductor Manufacturing | $1,453,757 | $11,940 â–² | 0.8% | 3,044 | 0.5% | Technology |
ISHARES BITCOIN TRUST ETF
| $1,403,573 | | 0.0% | 42,162 | 0.4% | SHS BEN INT |
CRWD CrowdStrike | $1,320,995 | $64,867 â–¼ | -4.7% | 1,731 | 0.4% | Technology |
VONV Vanguard Russell 1000 Value ETF | $1,262,126 | $251,213 â–² | 24.9% | 11,872 | 0.4% | ETF |
SPY SPDR S&P 500 ETF Trust | $1,256,346 | $53,032 â–² | 4.4% | 1,682 | 0.4% | ETF |
JNJ Johnson & Johnson | $1,236,139 | $54,099 â–² | 4.6% | 4,867 | 0.4% | Healthcare |
INTC Intel | $1,228,062 | $225,505 â–¼ | -15.5% | 8,795 | 0.4% | Technology |
PG Procter & Gamble | $1,220,598 | $47,217 â–² | 4.0% | 8,324 | 0.4% | Consumer Staples |
CVX Chevron | $1,200,932 | $28,676 â–² | 2.4% | 7,245 | 0.4% | Energy |
DGRO iShares Core Dividend Growth ETF | $1,180,387 | $8,186 â–¼ | -0.7% | 15,574 | 0.4% | ETF |
IWM iShares Russell 2000 ETF | $1,118,869 | $300 â–² | 0.0% | 3,724 | 0.3% | ETF |
KO CocaCola | $1,099,364 | $35,597 â–² | 3.3% | 13,527 | 0.3% | Consumer Staples |
V Visa | $1,065,292 | $54,208 â–² | 5.4% | 3,105 | 0.3% | Finance |
SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $1,051,165 | $10,224 â–² | 1.0% | 24,366 | 0.3% | ETF |
XLI Industrial Select Sector SPDR Fund | $1,021,173 | $13,522 â–² | 1.3% | 5,513 | 0.3% | ETF |
HBAN Huntington Bancshares | $967,338 | $98,065 â–¼ | -9.2% | 54,559 | 0.3% | Finance |
PALANTIR TECHNOLOGIES INC
| $966,844 | $50,168 â–² | 5.5% | 8,287 | 0.3% | CL A |
IBM International Business Machines | $958,393 | $5,906 â–¼ | -0.6% | 3,408 | 0.3% | Technology |
DNP DNP Select Income Fund | $900,097 | $6,161 â–² | 0.7% | 83,420 | 0.3% | Finance |
XLE Energy Select Sector SPDR Fund | $871,057 | $9,507 â–² | 1.1% | 16,401 | 0.3% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $862,075 | $137,238 â–² | 18.9% | 8,097 | 0.3% | ETF |
XLF Financial Select Sector SPDR Fund | $846,984 | $12,223 â–² | 1.5% | 15,799 | 0.3% | ETF |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $843,505 | $526 â–² | 0.1% | 9,617 | 0.3% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $816,631 | $23,297 â–¼ | -2.8% | 5,293 | 0.3% | ETF |
GS The Goldman Sachs Group | $792,186 | $28,328 â–² | 3.7% | 783 | 0.2% | Finance |
KLAC KLA | $754,275 | $678,848 â–² | 900.0% | 2,500 | 0.2% | Technology |
TSLA Tesla | $754,136 | $6,309 â–² | 0.8% | 1,793 | 0.2% | Consumer Discretionary |
LMT Lockheed Martin | $751,192 | $3,567 â–² | 0.5% | 1,474 | 0.2% | Industrials |
VONG Vanguard Russell 1000 Growth ETF | $722,684 | $239,020 â–² | 49.4% | 5,654 | 0.2% | ETF |
BMY Bristol Myers Squibb | $720,078 | $2,190 â–² | 0.3% | 12,497 | 0.2% | Healthcare |
TMO Thermo Fisher Scientific | $711,474 | $15,042 â–² | 2.2% | 1,419 | 0.2% | Healthcare |
XLB Materials Select Sector SPDR Fund | $675,988 | $55,354 â–² | 8.9% | 13,299 | 0.2% | ETF |
ETN Eaton | $675,154 | $60,099 â–² | 9.8% | 1,584 | 0.2% | Industrials |
HDV iShares Core High Dividend ETF | $671,987 | $537,622 â–² | 400.1% | 24,516 | 0.2% | ETF |
VRT Vertiv | $671,546 | $335 â–² | 0.0% | 2,006 | 0.2% | Industrials |
VZ Verizon Communications | $670,315 | $3,048 â–² | 0.5% | 15,832 | 0.2% | Communication Services |
MRK Merck & Co., Inc. | $655,030 | $15,547 â–² | 2.4% | 5,098 | 0.2% | Healthcare |
GD General Dynamics | $652,523 | $51,720 â–¼ | -7.3% | 1,842 | 0.2% | Industrials |
ISHARES ETHEREUM TR
| $647,113 | | 0.0% | 54,425 | 0.2% | SHS |
RSP Invesco S&P 500 Equal Weight ETF | $644,915 | | 0.0% | 3,031 | 0.2% | ETF |
GE GE Aerospace | $644,351 | $10,091 â–² | 1.6% | 1,724 | 0.2% | Industrials |
VTI Vanguard Total Stock Market ETF | $637,953 | $1,850 â–² | 0.3% | 1,724 | 0.2% | ETF |
ENB Enbridge | $635,373 | $3,903 â–² | 0.6% | 11,721 | 0.2% | Energy |
