SPY SPDR S&P 500 ETF Trust | $299,754,116 | $7,637,742 ▼ | -2.5% | 393,053 | 14.2% | ETF |
BRK.B Berkshire Hathaway | $102,957,171 | $1,727,389 ▲ | 1.7% | 206,762 | 4.9% | Finance |
QQQ Invesco QQQ | $66,539,540 | $611,785 ▼ | -0.9% | 89,947 | 3.1% | ETF |
AAPL Apple | $39,320,025 | $2,256,193 ▲ | 6.1% | 118,072 | 1.9% | Technology |
VTI Vanguard Total Stock Market ETF | $38,824,124 | $200,965 ▲ | 0.5% | 103,742 | 1.8% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $34,725,900 | $436,316 ▲ | 1.3% | 377,251 | 1.6% | ETF |
VSLU Applied Finance Valuation Large Cap ETF | $34,006,318 | $1,372,964 ▲ | 4.2% | 700,727 | 1.6% | ETF |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $32,998,108 | $856,282 ▲ | 2.7% | 360,085 | 1.6% | ETF |
MSFT Microsoft | $30,262,032 | $47,187 ▲ | 0.2% | 59,002 | 1.4% | Technology |
FIRST TR EXCHNG TRADED FD VI
| $27,404,937 | $469,535 ▲ | 1.7% | 960,297 | 1.3% | FT VEST LAD |
IWM iShares Russell 2000 ETF | $26,338,783 | $326,796 ▼ | -1.2% | 94,782 | 1.2% | ETF |
CWI SPDR MSCI ACWI ex-US ETF | $25,379,515 | $33,459 ▼ | -0.1% | 628,051 | 1.2% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $23,453,964 | $561,475 ▼ | -2.3% | 465,633 | 1.1% | ETF |
DFAU Dimensional US Core Equity Market ETF | $21,987,192 | $915,673 ▲ | 4.3% | 419,923 | 1.0% | ETF |
NVDA NVIDIA | $20,235,537 | $959,421 ▲ | 5.0% | 88,605 | 1.0% | Technology |
DFAI Dimensional International Core Equity Market ETF | $19,665,833 | $1,229,684 ▲ | 6.7% | 474,676 | 0.9% | ETF |
SCHX Schwab US Large-Cap ETF | $18,119,375 | $809,760 ▼ | -4.3% | 603,979 | 0.9% | ETF |
GOOGL Alphabet | $17,367,131 | $345,457 ▲ | 2.0% | 50,474 | 0.8% | Communication Services |
LLY Eli Lilly and Company | $16,664,982 | $258,022 ▲ | 1.6% | 14,403 | 0.8% | Healthcare |
BBJP JPMorgan BetaBuilders Japan ETF | $16,427,208 | $98,596 ▲ | 0.6% | 209,263 | 0.8% | ETF |
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $16,305,251 | $65,466 ▲ | 0.4% | 844,829 | 0.8% | ETF |
META Meta Platforms | $15,066,755 | $134,881 ▲ | 0.9% | 20,777 | 0.7% | Communication Services |
JPM JPMorgan Chase & Co. | $14,700,384 | $42,346 ▲ | 0.3% | 44,435 | 0.7% | Finance |
GLD SPDR Gold Shares | $14,433,095 | $183,946 ▲ | 1.3% | 37,898 | 0.7% | ETF |
GOOG Alphabet | $14,221,988 | $23,170 ▼ | -0.2% | 41,739 | 0.7% | Communication Services |
WALMART INC
| $11,991,133 | $85,526 ▲ | 0.7% | 115,388 | 0.6% | COM |
INTC Intel | $11,927,435 | $3,366 ▼ | 0.0% | 99,205 | 0.6% | Technology |
QUAL iShares MSCI USA Quality Factor ETF | $11,791,527 | $181,569 ▼ | -1.5% | 53,058 | 0.6% | ETF |
AMAT Applied Materials | $11,043,018 | $107,393 ▼ | -1.0% | 21,594 | 0.5% | Technology |
BUFR FT Vest Laddered Buffer ETF | $11,024,179 | $1,025,593 ▲ | 10.3% | 294,213 | 0.5% | ETF |
AMZN Amazon.com | $10,789,126 | $63,035 ▼ | -0.6% | 43,304 | 0.5% | Consumer Discretionary |
CSCO Cisco Systems | $10,620,057 | $143,363 ▼ | -1.3% | 98,672 | 0.5% | Technology |
MRK Merck & Co., Inc. | $10,285,658 | $109,709 ▼ | -1.1% | 70,784 | 0.5% | Healthcare |
BAC Bank of America | $10,079,574 | $658,382 ▲ | 7.0% | 185,185 | 0.5% | Finance |
BBIN JPMorgan BetaBuilders International Equity ETF | $9,902,565 | $496,809 ▲ | 5.3% | 126,989 | 0.5% | ETF |
BALT Innovator Defined Wealth Shield ETF | $9,860,046 | $2,710,379 ▲ | 37.9% | 282,118 | 0.5% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $9,225,095 | $605,454 ▲ | 7.0% | 234,675 | 0.4% | ETF |
CAT Caterpillar | $9,090,359 | $28,377 ▼ | -0.3% | 11,212 | 0.4% | Industrials |
IVV iShares Core S&P 500 ETF | $9,064,719 | $31,400 ▼ | -0.3% | 11,836 | 0.4% | ETF |
JNJ Johnson & Johnson | $8,764,279 | $20,649 ▲ | 0.2% | 33,106 | 0.4% | Healthcare |
ABBV AbbVie | $8,598,847 | $51,534 ▲ | 0.6% | 32,871 | 0.4% | Healthcare |
BUFD FT Vest Laddered Deep Buffer ETF | $8,457,966 | $704,949 ▲ | 9.1% | 278,497 | 0.4% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $8,390,014 | $171,370 ▼ | -2.0% | 118,822 | 0.4% | ETF |
EXXONMOBIL HOLDINGS CORP
| $8,311,001 | $8,311,001 ▲ | New Holding | 51,066 | 0.4% | COM SHS |
CVX Chevron | $7,847,796 | $77,191 ▲ | 1.0% | 38,430 | 0.4% | Energy |
MU Micron Technology | $7,790,385 | $299,302 ▼ | -3.7% | 7,314 | 0.4% | Technology |
SPAB SPDR Portfolio Aggregate Bond ETF | $7,595,624 | $168,547 ▲ | 2.3% | 311,807 | 0.4% | ETF |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $7,493,210 | $2,556,592 ▲ | 51.8% | 74,522 | 0.4% | ETF |
CGMU Capital Group Municipal Income ETF | $7,343,417 | $903,466 ▼ | -11.0% | 283,092 | 0.3% | ETF |
PEP PepsiCo | $7,052,787 | $210,864 ▲ | 3.1% | 55,656 | 0.3% | Consumer Staples |
PWR Quanta Services | $6,841,571 | $6,425 ▼ | -0.1% | 10,648 | 0.3% | Industrials |
XLRE Real Estate Select Sector SPDR Fund | $6,798,066 | $628,252 ▲ | 10.2% | 166,172 | 0.3% | ETF |
PNC The PNC Financial Services Group | $6,770,647 | $132,688 ▼ | -1.9% | 30,463 | 0.3% | Finance |
SCHM Schwab U.S. Mid-Cap ETF | $6,695,972 | $380,513 ▼ | -5.4% | 196,825 | 0.3% | ETF |
VZ Verizon Communications | $6,652,911 | $14,816 ▼ | -0.2% | 145,038 | 0.3% | Communication Services |
SPBO SPDR Portfolio Corporate Bond ETF | $6,528,719 | $160,349 ▲ | 2.5% | 237,495 | 0.3% | ETF |
ICSH iShares Ultra Short-Term Bond Active ETF | $6,371,347 | $505,359 ▲ | 8.6% | 126,416 | 0.3% | ETF |
BND Vanguard Total Bond Market ETF | $6,335,506 | $150,752 ▼ | -2.3% | 90,314 | 0.3% | ETF |
NOBL ProShares S&P 500 Aristocrats ETF | $6,333,580 | $66,002 ▲ | 1.1% | 117,072 | 0.3% | ETF |
IBM International Business Machines | $6,331,261 | $456,145 ▲ | 7.8% | 28,787 | 0.3% | Technology |
KO Coca-Cola | $6,276,897 | $22,209 ▼ | -0.4% | 72,919 | 0.3% | Consumer Staples |
DELL Dell Technologies | $6,148,044 | $2,094,897 ▲ | 51.7% | 11,428 | 0.3% | Technology |
VOO Vanguard S&P 500 ETF | $6,048,302 | $23,128 ▲ | 0.4% | 8,630 | 0.3% | ETF |
AVGO Broadcom | $6,029,368 | $379,294 ▲ | 6.7% | 17,168 | 0.3% | Technology |
VLO Valero Energy | $6,024,364 | $443,435 ▼ | -6.9% | 15,542 | 0.3% | Energy |
V Visa | $5,904,541 | $16,170 ▲ | 0.3% | 16,432 | 0.3% | Finance |
PG Procter & Gamble | $5,852,013 | $274,579 ▲ | 4.9% | 40,281 | 0.3% | Consumer Staples |
VGT Vanguard Information Technology ETF | $5,648,283 | $17,594 ▲ | 0.3% | 44,945 | 0.3% | ETF |
CMI Cummins | $5,556,708 | $7,749 ▲ | 0.1% | 10,757 | 0.3% | Industrials |
IJH iShares Core S&P Mid-Cap ETF | $5,502,922 | $156,708 ▼ | -2.8% | 76,482 | 0.3% | ETF |
RTX RTX | $5,478,266 | $44,555 ▲ | 0.8% | 29,509 | 0.3% | Industrials |
AMGN Amgen | $5,371,939 | $80,927 ▲ | 1.5% | 12,745 | 0.3% | Healthcare |
AFL Aflac | $5,308,676 | $128,547 ▼ | -2.4% | 47,492 | 0.3% | Finance |
LAM RESEARCH CORP
| $5,298,000 | $49,935 ▲ | 1.0% | 16,127 | 0.3% | COM NEW |
TGT Target | $5,228,074 | $48,887 ▼ | -0.9% | 33,366 | 0.2% | Consumer Staples |
KLAC KLA | $5,028,727 | $5,653 ▲ | 0.1% | 25,797 | 0.2% | Technology |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $4,812,414 | $377,988 ▲ | 8.5% | 76,339 | 0.2% | ETF |
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF | $4,797,467 | $29,317 ▼ | -0.6% | 55,475 | 0.2% | ETF |
MA Mastercard | $4,715,386 | $122,420 ▲ | 2.7% | 8,551 | 0.2% | Finance |
BTT Blackrock Municipal 2030 Target Term Trust | $4,689,083 | $145,498 ▲ | 3.2% | 214,702 | 0.2% | Finance |
DFAS Dimensional U.S. Small Cap ETF | $4,654,551 | $369,060 ▲ | 8.6% | 60,121 | 0.2% | ETF |
MCD McDonald's | $4,604,644 | $493,742 ▲ | 12.0% | 19,939 | 0.2% | Consumer Discretionary |
WM Waste Management | $4,508,371 | $166,191 ▲ | 3.8% | 22,109 | 0.2% | Industrials |
LMT Lockheed Martin | $4,334,062 | $11,203 ▲ | 0.3% | 8,511 | 0.2% | Industrials |
VIG Vanguard Dividend Appreciation ETF | $4,308,851 | $26,365 ▲ | 0.6% | 18,468 | 0.2% | ETF |
XLV Health Care Select Sector SPDR Fund | $4,292,703 | $39,074 ▲ | 0.9% | 25,488 | 0.2% | ETF |
COP ConocoPhillips | $4,276,979 | $32,414 ▼ | -0.8% | 34,175 | 0.2% | Energy |
J P MORGAN EXCHANGE TRADED F
| $4,275,879 | $293,426 ▲ | 7.4% | 89,867 | 0.2% | MUNICIPAL ETF |
GLDM SPDR Gold MiniShares Trust | $4,187,985 | $197,397 ▲ | 4.9% | 50,961 | 0.2% | ETF |
AMD Advanced Micro Devices | $4,186,889 | $182,305 ▼ | -4.2% | 6,844 | 0.2% | Technology |
DE Deere & Company | $4,171,924 | $40,295 ▼ | -1.0% | 6,212 | 0.2% | Industrials |
PRF Invesco RAFI US 1000 ETF | $4,143,020 | $65,153 ▲ | 1.6% | 76,116 | 0.2% | ETF |
CAPITAL GROUP DIVIDEND GROWE
| $4,136,835 | $22,440 ▼ | -0.5% | 111,716 | 0.2% | SHS ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $4,046,342 | $131,886 ▲ | 3.4% | 76,548 | 0.2% | ETF |
BMY Bristol Myers Squibb | $4,042,150 | $4,430 ▼ | -0.1% | 64,778 | 0.2% | Healthcare |
CGDV Capital Group Dividend Value ETF | $4,003,436 | $242,930 ▲ | 6.5% | 81,954 | 0.2% | ETF |
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF | $3,972,973 | $222,831 ▲ | 5.9% | 62,760 | 0.2% | ETF |
DIVO Amplify CWP Enhanced Dividend Income ETF | $3,952,505 | $130,684 ▲ | 3.4% | 85,018 | 0.2% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $3,938,607 | $40,563 ▼ | -1.0% | 18,934 | 0.2% | ETF |
ASML ASML | $3,934,291 | $9,057 ▲ | 0.2% | 2,172 | 0.2% | Technology |
