IVV iShares Core S&P 500 ETF | $397,459,029 | $3,018,026 â–² | 0.8% | 530,731 | 16.9% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $131,180,151 | $9,351,519 â–² | 7.7% | 2,611,590 | 5.6% | Manufacturing |
IJH iShares Core S&P Mid-Cap ETF | $123,697,477 | $3,703,131 â–² | 3.1% | 1,604,169 | 5.3% | ETF |
IEFA iShares Core MSCI EAFE ETF | $96,790,569 | $4,329,103 â–² | 4.7% | 1,002,180 | 4.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $88,757,857 | $2,478,432 â–² | 2.9% | 1,245,724 | 3.8% | ETF |
IJR iShares Core S&P Small-Cap ETF | $88,513,019 | $595,613 â–² | 0.7% | 596,811 | 3.8% | ETF |
SPY SPDR S&P 500 ETF Trust | $85,771,210 | $342,768 â–¼ | -0.4% | 114,856 | 3.7% | Finance |
SPYG SPDR Portfolio S&P 500 Growth ETF | $76,967,582 | $948,707 â–¼ | -1.2% | 646,841 | 3.3% | ETF |
AAPL Apple | $76,384,501 | $1,697,099 â–¼ | -2.2% | 263,977 | 3.3% | Computer and Technology |
SPYV SPDR Portfolio S&P 500 Value ETF | $71,338,621 | $1,155 â–² | 0.0% | 1,173,526 | 3.0% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $58,755,107 | $1,196,068 â–¼ | -2.0% | 984,338 | 2.5% | ETF |
RWL Invesco S&P 500 Revenue ETF | $45,170,745 | $3,133,956 â–² | 7.5% | 353,559 | 1.9% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $41,504,347 | $1,402,399 â–² | 3.5% | 501,018 | 1.8% | ETF |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $37,575,802 | $967,301 â–² | 2.6% | 1,622,444 | 1.6% | ETF |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | $37,399,572 | $1,421,665 â–² | 4.0% | 1,715,577 | 1.6% | ETF |
IBDW iShares iBonds Dec 2031 Term Corporate ETF | $36,815,189 | $1,391,403 â–² | 3.9% | 1,766,564 | 1.6% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $34,228,106 | $651,685 â–¼ | -1.9% | 354,842 | 1.5% | ETF |
MDYG SPDR S&P 400 Mid Cap Growth ETF | $33,352,937 | $2,983,836 â–¼ | -8.2% | 297,555 | 1.4% | ETF |
PRF Invesco RAFI US 1000 ETF | $33,182,710 | $215,364 â–¼ | -0.6% | 614,153 | 1.4% | ETF |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $32,695,904 | $239,825 â–¼ | -0.7% | 1,294,887 | 1.4% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $32,300,019 | $2,781,096 â–¼ | -7.9% | 340,538 | 1.4% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $30,540,925 | $123,513 â–¼ | -0.4% | 279,909 | 1.3% | ETF |
IBDX iShares iBonds Dec 2032 Term Corporate ETF | $29,609,478 | $2,365,139 â–² | 8.7% | 1,175,446 | 1.3% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $29,180,175 | $126,601 â–¼ | -0.4% | 41,488 | 1.2% | ETF |
CFG Citizens Financial Group | $28,722,534 | $3,290,908 â–¼ | -10.3% | 409,912 | 1.2% | Finance |
SDY SPDR S&P Dividend ETF | $28,508,235 | $308,013 â–¼ | -1.1% | 187,332 | 1.2% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $24,290,331 | $24,779 â–¼ | -0.1% | 203,898 | 1.0% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $23,240,810 | $628,654 â–¼ | -2.6% | 959,571 | 1.0% | ETF |
DDOG Datadog | $17,580,289 | $3,812,712 â–¼ | -17.8% | 67,523 | 0.7% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $16,640,746 | $12,211 â–² | 0.1% | 44,970 | 0.7% | ETF |
AMZN Amazon.com | $14,728,459 | $821,081 â–² | 5.9% | 61,796 | 0.6% | Retail/Wholesale |
MSFT Microsoft | $14,087,171 | $225,305 â–² | 1.6% | 37,765 | 0.6% | Computer and Technology |
NVDA NVIDIA | $13,935,313 | $550,249 â–² | 4.1% | 69,645 | 0.6% | Computer and Technology |
SCZ iShares MSCI EAFE Small-Cap ETF | $12,771,595 | $125,873 â–¼ | -1.0% | 155,240 | 0.5% | ETF |
NYF iShares New York Muni Bond ETF | $12,722,120 | $208,343 â–¼ | -1.6% | 236,010 | 0.5% | ETF |
GOOG Alphabet | $11,163,109 | $210,231 â–² | 1.9% | 31,594 | 0.5% | Computer and Technology |
GOOGL Alphabet | $9,948,231 | $166,894 â–² | 1.7% | 27,837 | 0.4% | Computer and Technology |
IWM iShares Russell 2000 ETF | $9,272,674 | $115,972 â–¼ | -1.2% | 30,863 | 0.4% | Finance |
IWB iShares Russell 1000 ETF | $8,893,931 | $128,993 â–¼ | -1.4% | 21,719 | 0.4% | ETF |
JPM JPMorgan Chase & Co. | $8,568,965 | $125,696 â–² | 1.5% | 26,178 | 0.4% | Finance |
VOO Vanguard S&P 500 ETF | $7,835,835 | $48,077 â–² | 0.6% | 11,409 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $7,721,018 | $770,100 â–² | 11.1% | 15,430 | 0.3% | Finance |
SOXX iShares Semiconductor ETF | $7,669,257 | $1,281,520 â–¼ | -14.3% | 11,969 | 0.3% | ETF |
AMAT Applied Materials | $7,596,561 | $31,812 â–² | 0.4% | 10,507 | 0.3% | Computer and Technology |
TDTT FlexShares iBoxx 3 Year Target Duration TIPS Index Fund | $6,321,470 | $39,045 â–¼ | -0.6% | 264,386 | 0.3% | ETF |
JLL Jones Lang LaSalle | $5,901,758 | | 0.0% | 19,041 | 0.3% | Finance |
VNQ Vanguard Real Estate ETF | $5,559,565 | $61,233 â–¼ | -1.1% | 57,654 | 0.2% | ETF |
AVGO Broadcom | $5,452,671 | $197,558 â–² | 3.8% | 14,435 | 0.2% | Computer and Technology |
XOM ExxonMobil | $5,335,909 | $13,535 â–² | 0.3% | 39,028 | 0.2% | Energy |
DVY iShares Select Dividend ETF | $5,022,388 | $13,442 â–¼ | -0.3% | 32,133 | 0.2% | ETF |
JNJ Johnson & Johnson | $4,431,269 | $158,477 â–¼ | -3.5% | 17,448 | 0.2% | Medical |
DFAT Dimensional U.S. Targeted Value ETF | $4,393,958 | $102,822 â–¼ | -2.3% | 62,861 | 0.2% | ETF |
SPLV Invesco S&P 500 Low Volatility ETF | $4,133,432 | | 0.0% | 55,186 | 0.2% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $3,996,885 | $10,636 â–² | 0.3% | 47,724 | 0.2% | ETF |
META Meta Platforms | $3,974,171 | $198,849 â–² | 5.3% | 7,055 | 0.2% | Computer and Technology |
MA Mastercard | $3,848,405 | $142,781 â–¼ | -3.6% | 7,493 | 0.2% | Business Services |
CROX Crocs | $3,820,669 | $190,611 â–² | 5.3% | 31,670 | 0.2% | Consumer Discretionary |
GE GE Aerospace | $3,656,949 | $75,867 â–² | 2.1% | 9,785 | 0.2% | Aerospace |
IWF iShares Russell 1000 Growth ETF | $3,595,708 | $2,697,091 â–² | 300.1% | 28,958 | 0.2% | ETF |
DFIV Dimensional International Value ETF | $3,583,644 | $6,374 â–¼ | -0.2% | 66,339 | 0.2% | ETF |
TSLA Tesla | $3,457,753 | $60,146 â–² | 1.8% | 8,221 | 0.1% | Auto/Tires/Trucks |
ABBV AbbVie | $3,313,596 | $12,079 â–² | 0.4% | 13,168 | 0.1% | Medical |
MU Micron Technology | $3,311,659 | $332,436 â–² | 11.2% | 2,869 | 0.1% | Computer and Technology |
EFA iShares MSCI EAFE ETF | $3,279,622 | $48,616 â–² | 1.5% | 31,571 | 0.1% | Finance |
LAMR Lamar Advertising | $3,177,781 | $7,955 â–¼ | -0.2% | 20,373 | 0.1% | Finance |
IWN iShares Russell 2000 Value ETF | $3,162,499 | | 0.0% | 14,297 | 0.1% | ETF |
VB Vanguard Small-Cap ETF | $3,158,814 | $12,731 â–¼ | -0.4% | 10,421 | 0.1% | ETF |
COST Costco Wholesale | $3,132,890 | $64,547 â–¼ | -2.0% | 3,349 | 0.1% | Retail/Wholesale |
CAT Caterpillar | $3,072,237 | $88,387 â–² | 3.0% | 2,885 | 0.1% | Industrials |
GE VERNOVA INC
| $3,064,035 | $71,666 â–² | 2.4% | 2,608 | 0.1% | COM |
VUG Vanguard Growth ETF | $3,050,474 | $2,493,493 â–² | 447.7% | 35,413 | 0.1% | ETF |
V Visa | $3,023,310 | $109,789 â–¼ | -3.5% | 8,812 | 0.1% | Business Services |
RSP Invesco S&P 500 Equal Weight ETF | $2,894,311 | | 0.0% | 13,603 | 0.1% | ETF |
LLY Eli Lilly and Company | $2,890,627 | $118,744 â–² | 4.3% | 2,410 | 0.1% | Medical |
IXUS iShares Core MSCI Total International Stock ETF | $2,813,953 | $41,516 â–¼ | -1.5% | 29,484 | 0.1% | Manufacturing |
HDV iShares Core High Dividend ETF | $2,767,504 | $2,213,137 â–² | 399.2% | 100,967 | 0.1% | ETF |
C Citigroup | $2,678,135 | $21,134 â–² | 0.8% | 19,135 | 0.1% | Financial Services |
INTC Intel | $2,614,712 | $173,002 â–² | 7.1% | 18,726 | 0.1% | Computer and Technology |
VTV Vanguard Value ETF | $2,587,817 | $218 â–¼ | 0.0% | 11,875 | 0.1% | ETF |
OEF iShares S&P 100 ETF | $2,517,918 | $95,858 â–¼ | -3.7% | 6,882 | 0.1% | ETF |
AMD Advanced Micro Devices | $2,465,963 | $177,178 â–² | 7.7% | 4,245 | 0.1% | Computer and Technology |
JPST JPMorgan Ultra-Short Income ETF | $2,417,651 | | 0.0% | 47,808 | 0.1% | ETF |
TJX TJX Companies | $2,295,831 | $1,970 â–² | 0.1% | 15,154 | 0.1% | Retail/Wholesale |
PG Procter & Gamble | $2,246,993 | $33,434 â–¼ | -1.5% | 15,323 | 0.1% | Consumer Staples |
QQQ Invesco QQQ | $2,231,292 | $64,803 â–² | 3.0% | 3,030 | 0.1% | Finance |
HD Home Depot | $2,140,063 | $47,259 â–¼ | -2.2% | 6,068 | 0.1% | Retail/Wholesale |
ORCL Oracle | $2,087,459 | $61,551 â–¼ | -2.9% | 14,244 | 0.1% | Computer and Technology |
GLW Corning | $2,060,810 | $24,521 â–² | 1.2% | 8,068 | 0.1% | Computer and Technology |
IBDY iShares iBonds Dec 2033 Term Corporate ETF | $2,029,556 | $2,029,556 â–² | New Holding | 78,833 | 0.1% | ETF |
WALMART INC
| $1,978,223 | $90,383 â–² | 4.8% | 17,466 | 0.1% | COM |
IVOO Vanguard S&P Mid-Cap 400 ETF | $1,923,807 | $16,300 â–¼ | -0.8% | 14,753 | 0.1% | ETF |
CSCO Cisco Systems | $1,906,052 | $57,204 â–² | 3.1% | 16,227 | 0.1% | Computer and Technology |
VBR Vanguard Small-Cap Value ETF | $1,903,062 | $1,458 â–¼ | -0.1% | 7,832 | 0.1% | ETF |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $1,900,764 | $76,308 â–¼ | -3.9% | 21,671 | 0.1% | ETF |
RWK Invesco S&P MidCap 400 Revenue ETF | $1,891,734 | $2,925 â–¼ | -0.2% | 12,934 | 0.1% | ETF |
DFUV Dimensional US Marketwide Value ETF | $1,772,079 | $36,911 â–² | 2.1% | 32,214 | 0.1% | ETF |
RJF Raymond James Financial | $1,743,481 | $117,823 â–¼ | -6.3% | 11,468 | 0.1% | Finance |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $1,686,561 | $34,990 â–¼ | -2.0% | 10,267 | 0.1% | ETF |
RWJ Invesco S&P SmallCap 600 Revenue ETF | $1,682,000 | | 0.0% | 28,269 | 0.1% | ETF |
UBSI United Bankshares | $1,622,291 | $208,343 â–² | 14.7% | 35,398 | 0.1% | Finance |
