VCIT Vanguard Intermediate-Term Corporate Bond ETF | $112,605,246 | $9,839,392 â–² | 9.6% | 1,360,788 | 11.8% | ETF |
IEFA iShares Core MSCI EAFE ETF | $91,138,724 | $3,605,991 â–² | 4.1% | 1,006,724 | 9.6% | ETF |
IWD iShares Russell 1000 Value ETF | $47,384,100 | $1,255,739 â–¼ | -2.6% | 221,763 | 5.0% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $39,100,313 | $2,004,021 â–² | 5.4% | 497,080 | 4.1% | Manufacturing |
IWR iShares Russell Mid-Cap ETF | $35,901,886 | $3,719,048 â–² | 11.6% | 369,247 | 3.8% | ETF |
MUB iShares National Muni Bond ETF | $27,733,386 | $2,520,956 â–² | 10.0% | 261,266 | 2.9% | ETF |
IWF iShares Russell 1000 Growth ETF | $25,565,665 | $469,893 â–¼ | -1.8% | 59,957 | 2.7% | ETF |
FPEI First Trust Institutional Preferred Securities and Income ETF | $23,071,984 | $1,730,634 â–² | 8.1% | 1,214,315 | 2.4% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $20,869,101 | $778,409 â–² | 3.9% | 195,954 | 2.2% | ETF |
JPIE JPMorgan Income ETF | $20,473,278 | $9,710,220 â–² | 90.2% | 444,395 | 2.2% | ETF |
VUG Vanguard Growth ETF | $20,466,824 | $58,967 â–² | 0.3% | 46,857 | 2.2% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $19,343,473 | $2,501,779 â–¼ | -11.5% | 100,847 | 2.0% | ETF |
SCHD Schwab US Dividend Equity ETF | $19,252,071 | $2,264,460 â–¼ | -10.5% | 627,512 | 2.0% | ETF |
NYF iShares New York Muni Bond ETF | $18,632,956 | $3,017,216 â–² | 19.3% | 350,771 | 2.0% | ETF |
VTV Vanguard Value ETF | $18,272,148 | $1,295,315 â–¼ | -6.6% | 93,130 | 1.9% | ETF |
IYJ iShares U.S. Industrials ETF | $16,274,547 | $925,076 â–² | 6.0% | 110,306 | 1.7% | ETF |
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $15,669,223 | $244,880 â–² | 1.6% | 95,789 | 1.6% | ETF |
SOXX iShares Semiconductor ETF | $15,254,478 | $1,461,227 â–¼ | -8.7% | 46,414 | 1.6% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $14,640,960 | $7,145,175 â–¼ | -32.8% | 303,000 | 1.5% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $13,797,425 | $888,968 â–¼ | -6.1% | 243,427 | 1.5% | ETF |
CIBR First Trust Nasdaq Cybersecurity ETF | $12,977,052 | $1,506,260 â–² | 13.1% | 207,037 | 1.4% | Manufacturing |
MSFT Microsoft | $12,609,565 | $213,220 â–² | 1.7% | 34,064 | 1.3% | Computer and Technology |
VTEB Vanguard Tax-Exempt Bond ETF | $12,307,464 | $100,379 â–¼ | -0.8% | 246,692 | 1.3% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $11,598,687 | $11,165,534 â–² | 2,577.7% | 104,994 | 1.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $10,665,102 | $554,749 â–¼ | -4.9% | 16,399 | 1.1% | Finance |
AAPL Apple | $10,132,108 | $244,655 â–¼ | -2.4% | 39,923 | 1.1% | Computer and Technology |
IWP iShares Russell Mid-Cap Growth ETF | $10,018,993 | $1,537 â–² | 0.0% | 78,200 | 1.1% | ETF |
IVV iShares Core S&P 500 ETF | $9,340,314 | $517,999 â–¼ | -5.3% | 14,299 | 1.0% | ETF |
XLP Consumer Staples Select Sector SPDR Fund | $8,574,780 | $6,324,675 â–² | 281.1% | 104,596 | 0.9% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $8,219,445 | $168,913 â–¼ | -2.0% | 56,398 | 0.9% | ETF |
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF | $7,861,333 | $305,522 â–² | 4.0% | 255,404 | 0.8% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $7,783,165 | $7,520,384 â–² | 2,861.8% | 98,185 | 0.8% | ETF |
XJUN FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June | $6,506,269 | $543,002 â–¼ | -7.7% | 151,441 | 0.7% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $6,307,943 | $23,254 â–² | 0.4% | 57,507 | 0.7% | ETF |
NVDA NVIDIA | $6,054,078 | $119,812 â–² | 2.0% | 34,714 | 0.6% | Computer and Technology |
J P MORGAN EXCHANGE TRADED F
| $5,924,457 | $5,924,457 â–² | New Holding | 74,484 | 0.6% | U S TECH LEADERS |
VO Vanguard Mid-Cap ETF | $5,285,548 | $13,497 â–¼ | -0.3% | 18,405 | 0.6% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $5,131,298 | $328,453 â–² | 6.8% | 73,567 | 0.5% | ETF |
SUSC iShares ESG Aware USD Corporate Bond ETF | $5,063,848 | $1,093,164 â–² | 27.5% | 218,857 | 0.5% | Manufacturing |
JSCP JPMorgan Short Duration Core Plus ETF | $4,827,816 | $616,934 â–² | 14.7% | 102,068 | 0.5% | ETF |
VOO Vanguard S&P 500 ETF | $4,643,265 | $112,930 â–¼ | -2.4% | 7,771 | 0.5% | ETF |
GOOGL Alphabet | $4,627,416 | $56,362 â–¼ | -1.2% | 16,092 | 0.5% | Computer and Technology |
BBUS JPMorgan BetaBuilders U.S. Equity ETF | $4,359,565 | $1,333,977 â–² | 44.1% | 37,204 | 0.5% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $4,036,407 | $373,109 â–² | 10.2% | 42,213 | 0.4% | Manufacturing |
AMZN Amazon.com | $3,951,923 | $5,415 â–¼ | -0.1% | 18,975 | 0.4% | Retail/Wholesale |
JIRE JPMorgan International Research Enhanced Equity ETF | $3,477,072 | $534,952 â–² | 18.2% | 45,908 | 0.4% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $3,386,372 | $478,549 â–¼ | -12.4% | 52,846 | 0.4% | ETF |
IWM iShares Russell 2000 ETF | $3,283,024 | $23,064 â–¼ | -0.7% | 13,238 | 0.3% | Finance |
NULV Nuveen ESG Large-Cap Value ETF | $3,250,566 | $152,425 â–² | 4.9% | 71,441 | 0.3% | ETF |
AVGO Broadcom | $2,687,785 | $44,879 â–¼ | -1.6% | 8,684 | 0.3% | Computer and Technology |
AVLV Avantis U.S. Large Cap Value ETF | $2,651,988 | $422,799 â–² | 19.0% | 32,899 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $2,616,008 | $17,062 â–¼ | -0.6% | 8,893 | 0.3% | Finance |
VB Vanguard Small-Cap ETF | $2,603,223 | $44,526 â–² | 1.7% | 9,939 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $2,548,386 | $9,584 â–¼ | -0.4% | 5,318 | 0.3% | Finance |
IWO iShares Russell 2000 Growth ETF | $2,389,411 | $54,604 â–¼ | -2.2% | 7,614 | 0.3% | ETF |
JCPB JPMorgan Core Plus Bond ETF | $2,386,862 | $2,386,862 â–² | New Holding | 50,698 | 0.3% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $2,238,539 | $2,317,062 â–¼ | -50.9% | 22,550 | 0.2% | Finance |
JGRO JPMorgan Active Growth ETF | $2,190,927 | $387,778 â–² | 21.5% | 25,922 | 0.2% | ETF |
NULG Nuveen ESG Large-Cap Growth ETF | $2,170,556 | $169,421 â–² | 8.5% | 23,868 | 0.2% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $2,036,658 | $11,026 â–¼ | -0.5% | 37,681 | 0.2% | ETF |
COST Costco Wholesale | $2,000,286 | $7,973 â–¼ | -0.4% | 2,007 | 0.2% | Retail/Wholesale |
GOOG Alphabet | $1,931,190 | $24,097 â–¼ | -1.2% | 6,732 | 0.2% | Computer and Technology |
IWN iShares Russell 2000 Value ETF | $1,870,116 | $5,119 â–¼ | -0.3% | 9,864 | 0.2% | ETF |
VTI Vanguard Total Stock Market ETF | $1,867,120 | $58,388 â–¼ | -3.0% | 5,820 | 0.2% | ETF |
ESGE iShares ESG Aware MSCI EM ETF | $1,771,057 | $185,972 â–² | 11.7% | 38,950 | 0.2% | Manufacturing |
AXP American Express | $1,770,924 | $12,703 â–¼ | -0.7% | 5,855 | 0.2% | Finance |
XLK Technology Select Sector SPDR Fund | $1,763,450 | $364,013 â–² | 26.0% | 13,269 | 0.2% | ETF |
QQQ Invesco QQQ | $1,753,603 | $24,821 â–² | 1.4% | 3,038 | 0.2% | Finance |
IUSB iShares Core Total USD Bond Market ETF | $1,712,402 | $257,602 â–² | 17.7% | 37,073 | 0.2% | Manufacturing |
IWB iShares Russell 1000 ETF | $1,698,295 | $117,308 â–¼ | -6.5% | 4,763 | 0.2% | ETF |
JMUB JPMorgan Municipal ETF | $1,678,564 | $9,048 â–¼ | -0.5% | 33,578 | 0.2% | ETF |
VONV Vanguard Russell 1000 Value ETF | $1,669,603 | $2,812 â–¼ | -0.2% | 17,811 | 0.2% | ETF |
BUFR FT Vest Laddered Buffer ETF | $1,612,011 | $164,730 â–² | 11.4% | 47,735 | 0.2% | ETF |
BINC iShares Flexible Income Active ETF | $1,596,276 | $90,254 â–² | 6.0% | 30,739 | 0.2% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $1,555,982 | $195,560 â–² | 14.4% | 20,329 | 0.2% | ETF |
JNJ Johnson & Johnson | $1,483,506 | $15,400 â–¼ | -1.0% | 6,069 | 0.2% | Medical |
VOE Vanguard Mid-Cap Value ETF | $1,480,690 | $466,044 â–¼ | -23.9% | 8,035 | 0.2% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $1,465,182 | $23,601 â–¼ | -1.6% | 32,096 | 0.2% | ETF |
MA Mastercard | $1,410,540 | $25,982 â–¼ | -1.8% | 2,823 | 0.1% | Business Services |
IGM iShares Expanded Tech Sector ETF | $1,377,560 | $35,553 â–¼ | -2.5% | 11,624 | 0.1% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $1,351,300 | $141,054 â–² | 11.7% | 23,883 | 0.1% | ETF |
META Meta Platforms | $1,338,784 | $17,164 â–¼ | -1.3% | 2,340 | 0.1% | Computer and Technology |
VOT Vanguard Mid-Cap Growth ETF | $1,331,786 | $25,992 â–¼ | -1.9% | 5,175 | 0.1% | ETF |
V Visa | $1,274,546 | $21,459 â–¼ | -1.7% | 4,217 | 0.1% | Business Services |
IWY iShares Russell Top 200 Growth ETF | $1,269,084 | $37,326 â–¼ | -2.9% | 5,100 | 0.1% | ETF |
FIRST TR EXCHNG TRADED FD VI
| $1,260,120 | $63,378 â–¼ | -4.8% | 37,638 | 0.1% | VEST US EQUITY M |
LAM RESEARCH CORP
| $1,217,435 | $69,867 â–¼ | -5.4% | 5,698 | 0.1% | COM NEW |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $1,198,784 | $217,690 â–² | 22.2% | 47,827 | 0.1% | Manufacturing |
ABBV AbbVie | $1,172,774 | $31,755 â–¼ | -2.6% | 5,392 | 0.1% | Medical |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $1,161,067 | $369,473 â–² | 46.7% | 19,606 | 0.1% | ETF |
VBK Vanguard Small-Cap Growth ETF | $1,152,177 | $12,997 â–¼ | -1.1% | 3,812 | 0.1% | ETF |
NUSC Nuveen ESG Small-Cap ETF | $1,142,631 | $217,505 â–² | 23.5% | 25,358 | 0.1% | ETF |
VBR Vanguard Small-Cap Value ETF | $1,083,643 | $440,583 â–¼ | -28.9% | 4,988 | 0.1% | ETF |
NFLX Netflix | $1,069,380 | $21,441 â–² | 2.0% | 11,122 | 0.1% | Consumer Discretionary |
SUSA iShares MSCI USA ESG Select ETF | $1,057,328 | $112,021 â–² | 11.9% | 8,004 | 0.1% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $1,021,397 | $18,407 â–² | 1.8% | 10,432 | 0.1% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $1,020,246 | $20,031 â–² | 2.0% | 21,749 | 0.1% | ETF |
HD Home Depot | $1,018,014 | $17,104 â–¼ | -1.7% | 3,095 | 0.1% | Retail/Wholesale |
VGT Vanguard Information Technology ETF | $978,216 | $32,096 â–² | 3.4% | 1,402 | 0.1% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $972,944 | $54,968 â–¼ | -5.3% | 33,400 | 0.1% | ETF |
