VCIT Vanguard Intermediate-Term Corporate Bond ETF | $113,425,175 | $956,013 â–² | 0.9% | 1,372,355 | 10.4% | ETF |
IEFA iShares Core MSCI EAFE ETF | $99,179,258 | $1,949,854 â–² | 2.0% | 1,026,913 | 9.1% | ETF |
IWD iShares Russell 1000 Value ETF | $50,218,647 | $3,543,357 â–¼ | -6.6% | 207,147 | 4.6% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $45,605,954 | $5,245,330 â–¼ | -10.3% | 445,806 | 4.2% | ETF |
IWR iShares Russell Mid-Cap ETF | $42,066,230 | $1,330,900 â–² | 3.3% | 381,311 | 3.9% | ETF |
MUB iShares National Muni Bond ETF | $30,341,629 | $2,224,183 â–² | 7.9% | 281,933 | 2.8% | ETF |
IWF iShares Russell 1000 Growth ETF | $29,990,035 | $22,545,174 â–² | 302.8% | 241,524 | 2.8% | ETF |
JPIE JPMorgan Income ETF | $29,368,249 | $8,903,859 â–² | 43.5% | 637,747 | 2.7% | ETF |
SOXX iShares Semiconductor ETF | $24,955,825 | $4,784,583 â–¼ | -16.1% | 38,947 | 2.3% | ETF |
FPEI First Trust Institutional Preferred Securities and Income ETF | $24,326,488 | $902,348 â–² | 3.9% | 1,261,093 | 2.2% | ETF |
VUG Vanguard Growth ETF | $24,010,112 | $19,973,856 â–² | 494.9% | 278,734 | 2.2% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $22,119,236 | $9,655 â–¼ | 0.0% | 100,803 | 2.0% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $21,188,686 | $325,479 â–² | 1.6% | 199,011 | 1.9% | ETF |
SCHD Schwab US Dividend Equity ETF | $20,065,959 | $167,556 â–² | 0.8% | 632,796 | 1.8% | ETF |
VTV Vanguard Value ETF | $19,828,015 | $467,898 â–¼ | -2.3% | 90,983 | 1.8% | ETF |
NYF iShares New York Muni Bond ETF | $19,747,234 | $838,924 â–² | 4.4% | 366,334 | 1.8% | ETF |
IYJ iShares U.S. Industrials ETF | $18,937,106 | $554,611 â–² | 3.0% | 113,634 | 1.7% | ETF |
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $18,181,420 | $186,190 â–¼ | -1.0% | 94,818 | 1.7% | ETF |
CIBR First Trust Nasdaq Cybersecurity ETF | $17,750,553 | $851,687 â–¼ | -4.6% | 197,558 | 1.6% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $17,615,532 | $141,522 â–² | 0.8% | 305,454 | 1.6% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $14,897,669 | $7,138,129 â–² | 92.0% | 188,507 | 1.4% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $14,826,411 | $1,077,640 â–² | 7.8% | 262,507 | 1.4% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $13,757,659 | $658,608 â–² | 5.0% | 110,273 | 1.3% | ETF |
MSFT Microsoft | $12,693,220 | $13,429 â–¼ | -0.1% | 34,028 | 1.2% | Technology |
AAPL Apple | $12,543,927 | $991,917 â–² | 8.6% | 43,351 | 1.2% | Technology |
SPY SPDR S&P 500 ETF Trust | $12,460,060 | $213,580 â–² | 1.7% | 16,685 | 1.1% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $11,890,599 | $587,082 â–¼ | -4.7% | 235,085 | 1.1% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $11,360,956 | $88,285 â–¼ | -0.8% | 77,597 | 1.0% | ETF |
J P MORGAN EXCHANGE TRADED F
| $11,130,507 | $2,821,698 â–² | 34.0% | 99,779 | 1.0% | U S TEC LEA ETF |
IVV iShares Core S&P 500 ETF | $11,113,811 | $405,160 â–² | 3.8% | 14,840 | 1.0% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $9,184,186 | $98,925 â–¼ | -1.1% | 55,797 | 0.8% | ETF |
XLP Consumer Staples Select Sector SPDR Fund | $9,057,039 | $368,249 â–² | 4.2% | 109,029 | 0.8% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $8,177,551 | $2,083,260 â–² | 34.2% | 98,715 | 0.8% | ETF |
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF | $7,846,119 | $33,102 â–¼ | -0.4% | 254,331 | 0.7% | ETF |
XJUN FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June | $7,372,714 | $644,191 â–² | 9.6% | 165,940 | 0.7% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $7,233,407 | $116,563 â–¼ | -1.6% | 56,595 | 0.7% | ETF |
NVDA NVIDIA | $6,784,975 | $160,871 â–¼ | -2.3% | 33,910 | 0.6% | Technology |
GOOGL Alphabet | $6,472,328 | $721,530 â–² | 12.5% | 18,111 | 0.6% | Communication Services |
VO Vanguard Mid-Cap ETF | $5,922,540 | $4,439,649 â–² | 299.4% | 73,508 | 0.5% | ETF |
JSCP JPMorgan Short Duration Core Plus ETF | $5,621,004 | $809,008 â–² | 16.8% | 119,228 | 0.5% | ETF |
SUSC iShares ESG Aware USD Corporate Bond ETF | $5,452,664 | $385,818 â–² | 7.6% | 235,522 | 0.5% | ETF |
BBUS JPMorgan BetaBuilders U.S. Equity ETF | $5,334,912 | $322,789 â–² | 6.4% | 39,600 | 0.5% | ETF |
VOO Vanguard S&P 500 ETF | $5,284,010 | $52,881 â–¼ | -1.0% | 7,694 | 0.5% | ETF |
AMZN Amazon.com | $4,490,326 | $32,176 â–¼ | -0.7% | 18,840 | 0.4% | Consumer Discretionary |
ESGD iShares ESG Aware MSCI EAFE ETF | $4,382,585 | $42,666 â–² | 1.0% | 42,628 | 0.4% | ETF |
JIRE JPMorgan International Research Enhanced Equity ETF | $4,151,392 | $364,441 â–² | 9.6% | 50,326 | 0.4% | ETF |
IWM iShares Russell 2000 ETF | $4,055,474 | $78,117 â–² | 2.0% | 13,498 | 0.4% | ETF |
JCPB JPMorgan Core Plus Bond ETF | $3,793,597 | $1,413,833 â–² | 59.4% | 80,818 | 0.3% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $3,756,015 | $9,263 â–¼ | -0.2% | 52,716 | 0.3% | ETF |
NULV Nuveen ESG Large-Cap Value ETF | $3,445,811 | $125,525 â–¼ | -3.5% | 68,930 | 0.3% | ETF |
GOOG Alphabet | $3,353,874 | $975,210 â–² | 41.0% | 9,492 | 0.3% | Communication Services |
AVLV Avantis U.S. Large Cap Value ETF | $3,261,487 | $260,769 â–² | 8.7% | 35,758 | 0.3% | ETF |
AVGO Broadcom | $3,223,341 | $57,040 â–¼ | -1.7% | 8,533 | 0.3% | Technology |
VB Vanguard Small-Cap ETF | $3,048,175 | $35,465 â–² | 1.2% | 10,056 | 0.3% | ETF |
IWO iShares Russell 2000 Growth ETF | $3,033,632 | $33,882 â–² | 1.1% | 7,700 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $2,890,372 | $20,622 â–¼ | -0.7% | 8,830 | 0.3% | Finance |
BRK.B Berkshire Hathaway | $2,801,183 | $140,109 â–² | 5.3% | 5,598 | 0.3% | Finance |
VTI Vanguard Total Stock Market ETF | $2,754,214 | $600,576 â–² | 27.9% | 7,443 | 0.3% | ETF |
NULG Nuveen ESG Large-Cap Growth ETF | $2,634,435 | $159,553 â–¼ | -5.7% | 22,505 | 0.2% | ETF |
QQQ Invesco QQQ | $2,626,905 | $389,580 â–² | 17.4% | 3,567 | 0.2% | ETF |
JGRO JPMorgan Active Growth ETF | $2,537,214 | $18,436 â–¼ | -0.7% | 25,735 | 0.2% | ETF |
LAM RESEARCH CORP
| $2,423,615 | $45,500 â–¼ | -1.8% | 5,593 | 0.2% | COM NEW |
XLK Technology Select Sector SPDR Fund | $2,376,165 | $151,844 â–¼ | -6.0% | 12,472 | 0.2% | ETF |
COST Costco Wholesale | $2,258,648 | $380,808 â–² | 20.3% | 2,414 | 0.2% | Consumer Staples |
VWO Vanguard FTSE Emerging Markets ETF | $2,239,808 | $9,371 â–¼ | -0.4% | 37,524 | 0.2% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $2,203,295 | $28,704 â–¼ | -1.3% | 22,260 | 0.2% | ETF |
IWN iShares Russell 2000 Value ETF | $2,164,000 | $17,917 â–¼ | -0.8% | 9,783 | 0.2% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $2,119,346 | $408,427 â–² | 23.9% | 45,923 | 0.2% | ETF |
JMUB JPMorgan Municipal ETF | $2,089,620 | $388,726 â–² | 22.9% | 41,252 | 0.2% | ETF |
ESGE iShares ESG Aware MSCI EM ETF | $2,044,039 | $86,137 â–¼ | -4.0% | 37,375 | 0.2% | ETF |
AXP American Express | $1,958,698 | $21,647 â–¼ | -1.1% | 5,791 | 0.2% | Finance |
IWB iShares Russell 1000 ETF | $1,950,449 | | 0.0% | 4,763 | 0.2% | ETF |
IGM iShares Expanded Tech Sector ETF | $1,901,454 | | 0.0% | 11,624 | 0.2% | ETF |
VONV Vanguard Russell 1000 Value ETF | $1,855,322 | $38,165 â–¼ | -2.0% | 17,452 | 0.2% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $1,788,534 | $2,021 â–² | 0.1% | 20,352 | 0.2% | ETF |
BUFR FT Vest Laddered Buffer ETF | $1,718,737 | $25,023 â–¼ | -1.4% | 47,050 | 0.2% | ETF |
V Visa | $1,685,601 | $238,791 â–² | 16.5% | 4,913 | 0.2% | Finance |
SPDW SPDR Portfolio Developed World ex-US ETF | $1,617,317 | | 0.0% | 32,096 | 0.1% | ETF |
VOE Vanguard Mid-Cap Value ETF | $1,565,980 | $21,736 â–¼ | -1.4% | 7,925 | 0.1% | ETF |
FIRST TR EXCHANGE-TRADED FD
| $1,527,961 | $1,527,961 â–² | New Holding | 73,495 | 0.1% | VEST LADDERED |
VOT Vanguard Mid-Cap Growth ETF | $1,519,248 | $65,855 â–¼ | -4.2% | 4,960 | 0.1% | ETF |
JNJ Johnson & Johnson | $1,509,598 | $31,746 â–¼ | -2.1% | 5,944 | 0.1% | Healthcare |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $1,490,914 | $166,333 â–² | 12.6% | 22,068 | 0.1% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $1,475,191 | $23,343 â–² | 1.6% | 24,267 | 0.1% | ETF |
BINC iShares Flexible Income Active ETF | $1,427,783 | $181,096 â–¼ | -11.3% | 27,279 | 0.1% | ETF |
MA Mastercard | $1,389,288 | $60,605 â–¼ | -4.2% | 2,705 | 0.1% | Finance |
VGT Vanguard Information Technology ETF | $1,359,066 | $1,191,498 â–² | 711.1% | 11,371 | 0.1% | ETF |
IWY iShares Russell Top 200 Growth ETF | $1,357,195 | $124,967 â–¼ | -8.4% | 4,670 | 0.1% | ETF |
ABBV AbbVie | $1,355,412 | $1,510 â–¼ | -0.1% | 5,386 | 0.1% | Healthcare |
META Meta Platforms | $1,354,149 | $36,051 â–² | 2.7% | 2,404 | 0.1% | Communication Services |
NUSC Nuveen ESG Small-Cap ETF | $1,346,416 | $24,757 â–² | 1.9% | 25,833 | 0.1% | ETF |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $1,333,341 | $138,145 â–² | 11.6% | 53,355 | 0.1% | ETF |
VBK Vanguard Small-Cap Growth ETF | $1,320,908 | $73,140 â–¼ | -5.2% | 3,612 | 0.1% | ETF |
VBR Vanguard Small-Cap Value ETF | $1,212,034 | | 0.0% | 4,988 | 0.1% | ETF |
SUSA iShares MSCI USA ESG Select ETF | $1,202,306 | $32,712 â–¼ | -2.6% | 7,792 | 0.1% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $1,198,705 | $42,598 â–¼ | -3.4% | 10,074 | 0.1% | ETF |
MS Morgan Stanley | $1,184,003 | $543,504 â–² | 84.9% | 5,664 | 0.1% | Finance |
FIRST TR EXCHNG TRADED FD VI
| $1,167,335 | $117,310 â–¼ | -9.1% | 34,201 | 0.1% | VEST US EQUITY M |
SPEM SPDR Portfolio Emerging Markets ETF | $1,132,636 | $6,473 â–² | 0.6% | 21,874 | 0.1% | ETF |
LLY Eli Lilly and Company | $1,104,724 | $32,386 â–² | 3.0% | 921 | 0.1% | Healthcare |
