VEA Vanguard FTSE Developed Markets ETF | $17,790,014 | $662,523 â–² | 3.9% | 277,622 | 6.3% | ETF |
IWF iShares Russell 1000 Growth ETF | $14,802,034 | $492,491 â–¼ | -3.2% | 34,714 | 5.3% | ETF |
IWD iShares Russell 1000 Value ETF | $12,131,782 | $8,119 â–¼ | -0.1% | 56,778 | 4.3% | ETF |
AAPL Apple | $8,955,992 | $6,599 â–¼ | -0.1% | 35,289 | 3.2% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $8,380,182 | $149,394 â–¼ | -1.8% | 155,045 | 3.0% | ETF |
NVDA NVIDIA | $8,067,040 | $146,147 â–¼ | -1.8% | 46,256 | 2.9% | Computer and Technology |
MSFT Microsoft | $7,485,063 | $58,116 â–¼ | -0.8% | 20,221 | 2.7% | Computer and Technology |
BSV Vanguard Short-Term Bond ETF | $7,238,877 | $584,153 â–² | 8.8% | 92,321 | 2.6% | ETF |
VIG Vanguard Dividend Appreciation ETF | $6,541,963 | $23,442 â–¼ | -0.4% | 30,419 | 2.3% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $6,293,174 | $355,569 â–² | 6.0% | 119,733 | 2.2% | Manufacturing |
IVW iShares S&P 500 Growth ETF | $6,221,278 | $141,614 â–² | 2.3% | 55,002 | 2.2% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $5,520,987 | $18,962 â–¼ | -0.3% | 43,092 | 2.0% | ETF |
IEFA iShares Core MSCI EAFE ETF | $5,513,540 | $76,045 â–¼ | -1.4% | 60,903 | 2.0% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $5,486,642 | $133,351 â–¼ | -2.4% | 37,647 | 2.0% | ETF |
LLY Eli Lilly and Company | $5,298,185 | $21,156 â–² | 0.4% | 5,760 | 1.9% | Medical |
IVE iShares S&P 500 Value ETF | $5,150,397 | $144,216 â–² | 2.9% | 24,392 | 1.8% | ETF |
JPM JPMorgan Chase & Co. | $5,084,820 | $7,354 â–¼ | -0.1% | 17,286 | 1.8% | Finance |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $4,881,900 | $416,246 â–¼ | -7.9% | 115,384 | 1.7% | ETF |
EFA iShares MSCI EAFE ETF | $4,048,476 | $4,954 â–¼ | -0.1% | 41,681 | 1.4% | Finance |
XLU Utilities Select Sector SPDR Fund | $3,592,888 | $3,075 â–¼ | -0.1% | 78,293 | 1.3% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $3,354,700 | $338,773 â–² | 11.2% | 67,040 | 1.2% | ETF |
IVV iShares Core S&P 500 ETF | $3,274,823 | $77,085 â–¼ | -2.3% | 5,013 | 1.2% | ETF |
IWN iShares Russell 2000 Value ETF | $3,259,785 | $83,229 â–¼ | -2.5% | 17,194 | 1.2% | ETF |
SLV iShares Silver Trust | $2,973,289 | $50,083 â–² | 1.7% | 43,635 | 1.1% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $2,889,993 | $488,745 â–¼ | -14.5% | 31,162 | 1.0% | ETF |
IWO iShares Russell 2000 Growth ETF | $2,717,120 | $27,617 â–¼ | -1.0% | 8,658 | 1.0% | ETF |
VO Vanguard Mid-Cap ETF | $2,664,797 | $33,601 â–¼ | -1.2% | 9,279 | 0.9% | ETF |
XOM ExxonMobil | $2,648,493 | $9,331 â–² | 0.4% | 15,611 | 0.9% | Energy |
BRK.B Berkshire Hathaway | $2,465,206 | $129,874 â–¼ | -5.0% | 5,144 | 0.9% | Finance |
CAT Caterpillar | $2,434,586 | $5,668 â–² | 0.2% | 3,436 | 0.9% | Industrials |
MUB iShares National Muni Bond ETF | $2,410,348 | $19,425 â–² | 0.8% | 22,707 | 0.9% | ETF |
AEP American Electric Power | $2,365,151 | $44,697 â–¼ | -1.9% | 18,044 | 0.8% | Utilities |
WALMART INC
| $2,315,193 | $147,768 â–¼ | -6.0% | 18,629 | 0.8% | COM |
GOOG Alphabet | $2,299,004 | $10,901 â–² | 0.5% | 8,014 | 0.8% | Computer and Technology |
SDY SPDR S&P Dividend ETF | $2,263,383 | | 0.0% | 15,509 | 0.8% | ETF |
ORCL Oracle | $2,252,623 | $71,052 â–² | 3.3% | 15,313 | 0.8% | Computer and Technology |
GLD SPDR Gold Shares | $2,246,974 | $4,303 â–¼ | -0.2% | 5,222 | 0.8% | Finance |
SPDW SPDR Portfolio Developed World ex-US ETF | $2,096,177 | $64,413 â–¼ | -3.0% | 45,918 | 0.7% | ETF |
COST Costco Wholesale | $2,082,759 | $11,958 â–¼ | -0.6% | 2,090 | 0.7% | Retail/Wholesale |
QQQ Invesco QQQ | $1,943,580 | $103,327 â–¼ | -5.0% | 3,367 | 0.7% | Finance |
GOOGL Alphabet | $1,898,990 | $2,588 â–² | 0.1% | 6,604 | 0.7% | Computer and Technology |
VIGI Vanguard International Dividend Appreciation ETF | $1,880,925 | | 0.0% | 21,263 | 0.7% | ETF |
PREF Principal Spectrum Preferred Securities Active ETF | $1,873,362 | | 0.0% | 99,541 | 0.7% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $1,857,905 | $4,660 â–¼ | -0.3% | 27,512 | 0.7% | ETF |
VNQ Vanguard Real Estate ETF | $1,815,541 | $89 â–² | 0.0% | 20,468 | 0.6% | ETF |
VB Vanguard Small-Cap ETF | $1,731,464 | $31,691 â–¼ | -1.8% | 6,611 | 0.6% | ETF |
PEP PepsiCo | $1,719,612 | $2,950 â–² | 0.2% | 11,074 | 0.6% | Consumer Staples |
MCD McDonald's | $1,708,925 | $10,877 â–¼ | -0.6% | 5,499 | 0.6% | Retail/Wholesale |
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF | $1,686,941 | $3,047 â–¼ | -0.2% | 52,050 | 0.6% | ETF |
XMPT VanEck CEF Muni Income ETF | $1,663,563 | | 0.0% | 77,375 | 0.6% | ETF |
ISHARES BITCOIN TRUST ETF
| $1,619,864 | | 0.0% | 42,162 | 0.6% | SHS BEN INT |
MU Micron Technology | $1,496,753 | $139,539 â–² | 10.3% | 4,430 | 0.5% | Computer and Technology |
CVX Chevron | $1,463,197 | $11,380 â–¼ | -0.8% | 7,072 | 0.5% | Energy |
ADP Automatic Data Processing | $1,415,479 | $15,238 â–¼ | -1.1% | 6,967 | 0.5% | Computer and Technology |
HD Home Depot | $1,380,349 | $66,436 â–¼ | -4.6% | 4,197 | 0.5% | Retail/Wholesale |
AMZN Amazon.com | $1,332,443 | $283,441 â–¼ | -17.5% | 6,398 | 0.5% | Retail/Wholesale |
ABBV AbbVie | $1,299,093 | $413,022 â–² | 46.6% | 5,973 | 0.5% | Medical |
ASML ASML | $1,281,924 | $31,685 â–¼ | -2.4% | 971 | 0.5% | Computer and Technology |
PG Procter & Gamble | $1,155,764 | $58,207 â–² | 5.3% | 8,002 | 0.4% | Consumer Staples |
PALANTIR TECHNOLOGIES INC
| $1,149,322 | $146 â–² | 0.0% | 7,857 | 0.4% | CL A |
JNJ Johnson & Johnson | $1,137,642 | $33,489 â–² | 3.0% | 4,654 | 0.4% | Medical |
DGRO iShares Core Dividend Growth ETF | $1,100,596 | $112,712 â–¼ | -9.3% | 15,682 | 0.4% | ETF |
SPY SPDR S&P 500 ETF Trust | $1,047,704 | $126,167 â–² | 13.7% | 1,611 | 0.4% | Finance |
TSM Taiwan Semiconductor Manufacturing | $1,020,342 | $29,066 â–² | 2.9% | 3,019 | 0.4% | Computer and Technology |
CSCO Cisco Systems | $1,004,107 | $22,346 â–² | 2.3% | 12,941 | 0.4% | Computer and Technology |
KO CocaCola | $995,432 | | 0.0% | 13,089 | 0.4% | Consumer Staples |
XLE Energy Select Sector SPDR Fund | $993,783 | $9,250 â–² | 0.9% | 16,222 | 0.4% | ETF |
SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $951,393 | $986 â–² | 0.1% | 24,129 | 0.3% | ETF |
HBAN Huntington Bancshares | $940,403 | $8,936 â–¼ | -0.9% | 60,090 | 0.3% | Finance |
IWM iShares Russell 2000 ETF | $923,348 | $47,122 â–² | 5.4% | 3,723 | 0.3% | Finance |
VONV Vanguard Russell 1000 Value ETF | $891,349 | $292,742 â–² | 48.9% | 9,509 | 0.3% | ETF |
V Visa | $890,760 | $373,291 â–¼ | -29.5% | 2,947 | 0.3% | Business Services |
LMT Lockheed Martin | $886,540 | $2,417 â–² | 0.3% | 1,467 | 0.3% | Aerospace |
XLI Industrial Select Sector SPDR Fund | $879,811 | $27,494 â–¼ | -3.0% | 5,440 | 0.3% | ETF |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $878,187 | $124,085 â–¼ | -12.4% | 9,611 | 0.3% | ETF |
ISHARES ETHEREUM TR
| $861,548 | $31,660 â–² | 3.8% | 54,425 | 0.3% | SHS |
NOC Northrop Grumman | $860,349 | $146,007 â–² | 20.4% | 1,261 | 0.3% | Aerospace |
DNP DNP Select Income Fund | $853,347 | $6,046 â–² | 0.7% | 82,849 | 0.3% | Finance |
IBM International Business Machines | $831,102 | $31,509 â–² | 3.9% | 3,429 | 0.3% | Computer and Technology |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $793,641 | $9,767 â–¼ | -1.2% | 5,444 | 0.3% | ETF |
VZ Verizon Communications | $791,147 | $76,253 â–¼ | -8.8% | 15,760 | 0.3% | Computer and Technology |
XLF Financial Select Sector SPDR Fund | $768,740 | $73,463 â–¼ | -8.7% | 15,571 | 0.3% | ETF |
BMY Bristol Myers Squibb | $755,655 | $788 â–¼ | -0.1% | 12,459 | 0.3% | Medical |
SUB iShares Short-Term National Muni Bond ETF | $725,052 | $37,062 â–² | 5.4% | 6,808 | 0.3% | ETF |
CRWD CrowdStrike | $708,985 | | 0.0% | 1,816 | 0.3% | Computer and Technology |
ABT Abbott Laboratories | $702,662 | $158,520 â–² | 29.1% | 6,844 | 0.2% | Medical |
HYD VanEck High Yield Muni ETF | $684,311 | $36,953 â–² | 5.7% | 13,648 | 0.2% | ETF |
TMO Thermo Fisher Scientific | $682,628 | | 0.0% | 1,389 | 0.2% | Medical |
GD General Dynamics | $682,303 | $41,872 â–¼ | -5.8% | 1,988 | 0.2% | Aerospace |
HDV iShares Core High Dividend ETF | $665,252 | $271 â–² | 0.0% | 4,902 | 0.2% | ETF |
TSLA Tesla | $660,972 | $39,034 â–¼ | -5.6% | 1,778 | 0.2% | Auto/Tires/Trucks |
GILD Gilead Sciences | $650,559 | $3,205 â–² | 0.5% | 4,668 | 0.2% | Medical |
GS The Goldman Sachs Group | $639,009 | $85,483 â–¼ | -11.8% | 755 | 0.2% | Finance |
ENB Enbridge | $630,659 | $4,060 â–² | 0.6% | 11,649 | 0.2% | Energy |
XLB Materials Select Sector SPDR Fund | $610,134 | $161,903 â–¼ | -21.0% | 12,210 | 0.2% | ETF |
MRK Merck & Co., Inc. | $598,690 | $5,293 â–¼ | -0.9% | 4,977 | 0.2% | Medical |
RSP Invesco S&P 500 Equal Weight ETF | $581,677 | | 0.0% | 3,031 | 0.2% | ETF |
VTI Vanguard Total Stock Market ETF | $551,406 | $551,406 â–² | New Holding | 1,719 | 0.2% | ETF |
CAVA CAVA Group | $549,796 | $111,885 â–² | 25.5% | 6,796 | 0.2% | Retail/Wholesale |
ISRG Intuitive Surgical | $545,351 | $6,915 â–¼ | -1.3% | 1,183 | 0.2% | Medical |
