VV Vanguard Large-Cap ETF | $156,989,657 | $2,707,631 ▼ | -1.7% | 509,938 | 23.4% | ETF |
VXF Vanguard Extended Market ETF | $41,250,584 | $255,394 ▲ | 0.6% | 197,051 | 6.1% | ETF |
VXUS Vanguard Total International Stock ETF | $40,654,462 | $86,389 ▲ | 0.2% | 553,423 | 6.1% | ETF |
SPY SPDR S&P 500 ETF Trust | $32,794,753 | $4,390,798 ▲ | 15.5% | 49,228 | 4.9% | Finance |
AAPL Apple | $29,321,544 | $240,881 ▼ | -0.8% | 115,153 | 4.4% | Computer and Technology |
SCHG Schwab U.S. Large-Cap Growth ETF | $19,523,239 | $446,931 ▼ | -2.2% | 611,822 | 2.9% | ETF |
SCHB Schwab US Broad Market ETF | $18,420,883 | $311,605 ▲ | 1.7% | 716,488 | 2.7% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $17,307,240 | $1,130,418 ▲ | 7.0% | 172,641 | 2.6% | Finance |
MOAT VanEck Morningstar Wide Moat ETF | $16,188,329 | $900,519 ▲ | 5.9% | 163,336 | 2.4% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $15,539,862 | $288,751 ▲ | 1.9% | 662,116 | 2.3% | ETF |
IEFA iShares Core MSCI EAFE ETF | $15,198,283 | $668,793 ▲ | 4.6% | 174,073 | 2.3% | ETF |
VO Vanguard Mid-Cap ETF | $14,591,527 | $601,273 ▲ | 4.3% | 49,676 | 2.2% | ETF |
TSPA T. Rowe Price U.S. Equity Research ETF | $11,715,533 | $164,750 ▲ | 1.4% | 279,538 | 1.7% | Manufacturing |
MGV Vanguard Mega Cap Value ETF | $11,291,613 | $24,931 ▲ | 0.2% | 81,978 | 1.7% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $11,161,222 | $96,849 ▲ | 0.9% | 383,415 | 1.7% | ETF |
VB Vanguard Small-Cap ETF | $10,872,410 | $448,811 ▲ | 4.3% | 42,757 | 1.6% | ETF |
SCHF Schwab International Equity ETF | $9,018,714 | $3,562 ▲ | 0.0% | 387,401 | 1.3% | ETF |
MSFT Microsoft | $8,362,090 | $108,256 ▲ | 1.3% | 16,144 | 1.2% | Computer and Technology |
IXUS iShares Core MSCI Total International Stock ETF | $7,293,883 | $13,048 ▼ | -0.2% | 88,325 | 1.1% | Manufacturing |
SCHM Schwab U.S. Mid-Cap ETF | $7,205,466 | $174,223 ▲ | 2.5% | 243,100 | 1.1% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $6,928,518 | $12,570 ▲ | 0.2% | 49,606 | 1.0% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $6,410,915 | $363,931 ▲ | 6.0% | 118,325 | 1.0% | ETF |
IVV iShares Core S&P 500 ETF | $6,202,942 | $104,397 ▼ | -1.7% | 9,269 | 0.9% | ETF |
JPM JPMorgan Chase & Co. | $5,795,836 | $1,370,498 ▲ | 31.0% | 18,375 | 0.9% | Finance |
SMMD iShares Russell 2500 ETF | $5,657,293 | $83,906 ▼ | -1.5% | 76,729 | 0.8% | ETF |
GOOGL Alphabet | $5,347,830 | $111,099 ▼ | -2.0% | 21,998 | 0.8% | Computer and Technology |
IEMG iShares Core MSCI Emerging Markets ETF | $5,292,560 | $67,962 ▼ | -1.3% | 80,289 | 0.8% | ETF |
SCHA Schwab US Small-Cap ETF | $5,228,680 | $32,810 ▲ | 0.6% | 187,408 | 0.8% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $4,945,111 | $50,693 ▼ | -1.0% | 82,528 | 0.7% | ETF |
TSLA Tesla | $4,935,119 | | 0.0% | 11,097 | 0.7% | Auto/Tires/Trucks |
LMBS First Trust Low Duration Opportunities ETF | $4,394,494 | $9,012 ▲ | 0.2% | 88,261 | 0.7% | Manufacturing |
VTI Vanguard Total Stock Market ETF | $4,343,006 | $611,756 ▼ | -12.3% | 13,233 | 0.6% | ETF |
XOM Exxon Mobil | $3,951,748 | $338 ▲ | 0.0% | 35,049 | 0.6% | Energy |
JCPB JPMorgan Core Plus Bond ETF | $3,848,620 | $442,069 ▲ | 13.0% | 80,939 | 0.6% | ETF |
AMZN Amazon.com | $3,512,241 | $181,365 ▼ | -4.9% | 15,996 | 0.5% | Retail/Wholesale |
UITB VictoryShares Core Intermediate Bond ETF | $3,329,919 | $5,845 ▲ | 0.2% | 70,074 | 0.5% | ETF |
IMCG iShares Morningstar Mid-Cap Growth ETF | $3,280,543 | $463,295 ▲ | 16.4% | 39,653 | 0.5% | ETF |
GOOG Alphabet | $3,275,449 | $197,272 ▼ | -5.7% | 13,449 | 0.5% | Computer and Technology |
HD Home Depot | $3,227,777 | $11,345 ▼ | -0.4% | 7,966 | 0.5% | Retail/Wholesale |
MGC Vanguard Mega Cap ETF | $3,146,626 | $43,937 ▼ | -1.4% | 12,891 | 0.5% | ETF |
IWF iShares Russell 1000 Growth ETF | $3,076,591 | $228,121 ▼ | -6.9% | 6,568 | 0.5% | ETF |
NYF iShares New York Muni Bond ETF | $2,996,107 | $137,377 ▼ | -4.4% | 56,159 | 0.4% | ETF |
NVDA NVIDIA | $2,979,138 | $115,874 ▲ | 4.0% | 15,966 | 0.4% | Computer and Technology |
SCZ iShares MSCI EAFE Small-Cap ETF | $2,777,179 | $90,527 ▲ | 3.4% | 36,200 | 0.4% | ETF |
BRK.B Berkshire Hathaway | $2,370,480 | | 0.0% | 4,715 | 0.4% | Finance |
META Meta Platforms | $2,344,082 | $1,263,102 ▲ | 116.8% | 3,192 | 0.3% | Computer and Technology |
EFA iShares MSCI EAFE ETF | $2,089,203 | $16,620 ▼ | -0.8% | 22,375 | 0.3% | Finance |
SCHE Schwab Emerging Markets Equity ETF | $1,976,798 | $14,182 ▼ | -0.7% | 59,239 | 0.3% | ETF |
SCHX Schwab US Large-Cap ETF | $1,642,275 | $10,483 ▼ | -0.6% | 62,350 | 0.2% | ETF |
LLY Eli Lilly and Company | $1,607,641 | $5,341 ▼ | -0.3% | 2,107 | 0.2% | Medical |
IWB iShares Russell 1000 ETF | $1,548,797 | $109,271 ▼ | -6.6% | 4,238 | 0.2% | ETF |
IMCV iShares Morningstar Mid-Cap Value ETF | $1,534,122 | $113,856 ▼ | -6.9% | 19,093 | 0.2% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $1,498,651 | $36,031 ▲ | 2.5% | 10,523 | 0.2% | ETF |
MMM 3M | $1,485,858 | | 0.0% | 9,575 | 0.2% | Multi-Sector Conglomerates |
MA Mastercard | $1,474,356 | | 0.0% | 2,592 | 0.2% | Business Services |
JNJ Johnson & Johnson | $1,415,239 | $46,915 ▼ | -3.2% | 7,632 | 0.2% | Medical |
TEMPUS AI INC
| $1,372,231 | $242,291 ▲ | 21.4% | 17,002 | 0.2% | CL A |
UNH UnitedHealth Group | $1,286,083 | $91,493 ▲ | 7.7% | 3,725 | 0.2% | Medical |
PM Philip Morris International | $1,267,431 | $12,165 ▼ | -1.0% | 7,814 | 0.2% | Consumer Staples |
T AT&T | $1,236,723 | $96,918 ▲ | 8.5% | 43,794 | 0.2% | Computer and Technology |
MO Altria Group | $1,182,885 | | 0.0% | 17,906 | 0.2% | Consumer Staples |
PG Procter & Gamble | $1,151,042 | $21,819 ▼ | -1.9% | 7,491 | 0.2% | Consumer Staples |
SCHC Schwab International Small-Cap Equity ETF | $1,031,238 | $18,340 ▼ | -1.7% | 22,660 | 0.2% | ETF |
JMST JPMorgan Ultra-Short Municipal ETF | $1,012,430 | $557,816 ▲ | 122.7% | 19,836 | 0.2% | ETF |
KKR KKR & Co. Inc. | $1,010,361 | $3,249 ▼ | -0.3% | 7,775 | 0.2% | Finance |
ED Consolidated Edison | $979,781 | $4,222 ▼ | -0.4% | 9,747 | 0.1% | Utilities |
VTV Vanguard Value ETF | $927,872 | $1,865 ▲ | 0.2% | 4,976 | 0.1% | ETF |
EFG iShares MSCI EAFE Growth ETF | $927,171 | | 0.0% | 8,141 | 0.1% | ETF |
AIQ Global X Artificial Intelligence & Technology ETF | $925,254 | $628,821 ▲ | 212.1% | 18,734 | 0.1% | ETF |
CIBR First Trust Nasdaq Cybersecurity ETF | $892,192 | $44,233 ▼ | -4.7% | 11,739 | 0.1% | Manufacturing |
HSIC Henry Schein | $833,939 | | 0.0% | 12,565 | 0.1% | Medical |
QTUM Defiance Quantum ETF | $820,607 | $820,607 ▲ | New Holding | 7,822 | 0.1% | ETF |
VZ Verizon Communications | $795,753 | $3,340 ▲ | 0.4% | 18,106 | 0.1% | Computer and Technology |
ICF iShares Select U.S. REIT ETF | $777,254 | $30,193 ▲ | 4.0% | 12,614 | 0.1% | ETF |
WVE WAVE Life Sciences | $774,471 | $117,933 ▼ | -13.2% | 105,802 | 0.1% | Medical |
SKYY First Trust Cloud Computing ETF | $761,873 | $7,929 ▲ | 1.1% | 5,669 | 0.1% | Manufacturing |
MUB iShares National Muni Bond ETF | $756,042 | $26,834 ▼ | -3.4% | 7,100 | 0.1% | ETF |
COST Costco Wholesale | $754,455 | $2,777 ▼ | -0.4% | 815 | 0.1% | Retail/Wholesale |
CL Colgate-Palmolive | $703,408 | | 0.0% | 8,799 | 0.1% | Consumer Staples |
V Visa | $677,110 | $5,463 ▼ | -0.8% | 1,983 | 0.1% | Business Services |
ARISTA NETWORKS INC
| $676,094 | | 0.0% | 4,640 | 0.1% | COM SHS |
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF | $646,850 | $7,579 ▼ | -1.2% | 25,947 | 0.1% | ETF |
ROBO ROBO Global Robotics & Automation ETF | $646,218 | $24,847 ▲ | 4.0% | 9,857 | 0.1% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $606,124 | | 0.0% | 7,560 | 0.1% | ETF |
VOOG Vanguard S&P 500 Growth ETF | $575,093 | $435 ▲ | 0.1% | 1,321 | 0.1% | ETF |
ORCL Oracle | $574,091 | $18,846 ▼ | -3.2% | 2,041 | 0.1% | Computer and Technology |
GE GE Aerospace | $563,435 | $3,008 ▼ | -0.5% | 1,873 | 0.1% | Aerospace |
DFIV Dimensional International Value ETF | $530,518 | $33,990 ▲ | 6.8% | 11,503 | 0.1% | ETF |
KO CocaCola | $521,987 | $13,264 ▼ | -2.5% | 7,871 | 0.1% | Consumer Staples |
IWM iShares Russell 2000 ETF | $519,017 | $39,440 ▼ | -7.1% | 2,145 | 0.1% | Finance |
EMN Eastman Chemical | $511,657 | | 0.0% | 8,115 | 0.1% | Basic Materials |
GLD SPDR Gold Shares | $494,459 | $124,770 ▼ | -20.1% | 1,391 | 0.1% | Finance |
AXP American Express | $482,509 | | 0.0% | 1,453 | 0.1% | Finance |
JHML John Hancock Multifactor Large Cap ETF | $473,355 | | 0.0% | 6,040 | 0.1% | ETF |
COF Capital One Financial | $470,246 | $113,735 ▼ | -19.5% | 2,212 | 0.1% | Finance |
MRK Merck & Co., Inc. | $461,850 | $12,002 ▼ | -2.5% | 5,503 | 0.1% | Medical |
VNQ Vanguard Real Estate ETF | $459,642 | $12,981 ▲ | 2.9% | 5,028 | 0.1% | ETF |
GS The Goldman Sachs Group | $447,251 | $797 ▲ | 0.2% | 561 | 0.1% | Finance |
CAT Caterpillar | $437,380 | $8,585 ▼ | -1.9% | 917 | 0.1% | Industrials |
VIG Vanguard Dividend Appreciation ETF | $436,510 | $20,930 ▼ | -4.6% | 2,023 | 0.1% | ETF |
