ESGV Vanguard ESG U.S. Stock ETF | $77,750,259 | $183,561 ▼ | -0.2% | 692,530 | 5.6% | ETF |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $55,381,997 | $2,075,534 ▼ | -3.6% | 442,595 | 4.0% | ETF |
AVUS Avantis U.S. Equity ETF | $52,463,869 | $1,327,162 ▼ | -2.5% | 471,880 | 3.8% | ETF |
VSGX Vanguard ESG International Stock ETF | $49,751,614 | $10,573,420 ▼ | -17.5% | 693,587 | 3.6% | ETF |
IEF iShares 7-10 Year Treasury Bond ETF | $44,340,621 | $4,452,176 ▲ | 11.2% | 464,602 | 3.2% | ETF |
AFRM Affirm | $42,366,187 | $3,803 ▼ | 0.0% | 924,622 | 3.1% | Computer and Technology |
JNJ Johnson & Johnson | $41,827,691 | $271,818 ▲ | 0.7% | 171,116 | 3.0% | Medical |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $33,214,945 | $7,192,067 ▲ | 27.6% | 304,760 | 2.4% | Finance |
SPLG SPDR Portfolio S&P 500 ETF | $32,064,255 | $478,657 ▲ | 1.5% | 419,144 | 2.3% | ETF |
AAPL Apple | $30,250,963 | $1,251,183 ▼ | -4.0% | 119,197 | 2.2% | Computer and Technology |
AMZN Amazon.com | $27,080,286 | $640,013 ▼ | -2.3% | 130,025 | 2.0% | Retail/Wholesale |
JMBS Janus Henderson Mortgage-Backed Securities ETF | $26,840,064 | $7,221,248 ▲ | 36.8% | 594,085 | 1.9% | ETF |
SCHD Schwab US Dividend Equity ETF | $24,134,715 | $492,600 ▼ | -2.0% | 786,706 | 1.8% | ETF |
JIRE JPMorgan International Research Enhanced Equity ETF | $19,945,685 | $3,817,648 ▼ | -16.1% | 263,346 | 1.4% | ETF |
USFR WisdomTree Floating Rate Treasury Fund | $17,520,894 | $5,649,610 ▼ | -24.4% | 344,162 | 1.3% | Finance |
SCHG Schwab U.S. Large-Cap Growth ETF | $17,191,346 | $476,206 ▲ | 2.8% | 590,246 | 1.2% | ETF |
J P MORGAN EXCHANGE TRADED F
| $15,550,614 | $859,768 ▼ | -5.2% | 243,451 | 1.1% | HEDGED EQUITY LA |
MSFT Microsoft | $15,455,395 | $515,649 ▲ | 3.5% | 41,752 | 1.1% | Computer and Technology |
CEMB iShares J.P. Morgan EM Corporate Bond ETF | $15,358,516 | $5,417,046 ▲ | 54.5% | 339,200 | 1.1% | ETF |
IBND SPDR Bloomberg International Corporate Bond ETF | $14,388,443 | $14,388,443 ▲ | New Holding | 462,961 | 1.0% | ETF |
VGK Vanguard FTSE Europe ETF | $13,704,884 | $1,966,095 ▼ | -12.5% | 166,263 | 1.0% | ETF |
BRK.B Berkshire Hathaway | $12,858,603 | $189,231 ▲ | 1.5% | 26,841 | 0.9% | Finance |
LEMB iShares J.P. Morgan EM Local Currency Bond ETF | $12,605,450 | $6,992,674 ▲ | 124.6% | 308,966 | 0.9% | ETF |
HON Honeywell International | $12,354,717 | $3,040,987 ▲ | 32.7% | 54,660 | 0.9% | Multi-Sector Conglomerates |
EMXC iShares MSCI Emerging Markets ex China ETF | $12,321,484 | $12,321,484 ▲ | New Holding | 156,642 | 0.9% | Manufacturing |
NVDA NVIDIA | $12,186,214 | $284,447 ▲ | 2.4% | 69,875 | 0.9% | Computer and Technology |
GE VERNOVA INC
| $11,393,202 | $11,116,490 ▲ | 4,017.4% | 13,052 | 0.8% | COM |
VOO Vanguard S&P 500 ETF | $11,389,670 | $1,374,935 ▲ | 13.7% | 19,061 | 0.8% | ETF |
ISHARES TR
| $11,256,602 | $11,256,602 ▲ | New Holding | 362,440 | 0.8% | MSCI WORLD SMALL |
IXJ iShares Global Healthcare ETF | $11,196,457 | $2,534,798 ▼ | -18.5% | 119,699 | 0.8% | ETF |
VUG Vanguard Growth ETF | $10,725,258 | $321,474 ▼ | -2.9% | 24,555 | 0.8% | ETF |
HEQT Simplify Hedged Equity ETF | $10,517,220 | $74,781 ▲ | 0.7% | 333,880 | 0.8% | ETF |
GCC WisdomTree Continuous Commodity Index Fund | $10,441,858 | $305,830 ▼ | -2.8% | 436,173 | 0.8% | ETF |
MCD McDonald's | $9,034,681 | $23,309 ▲ | 0.3% | 29,070 | 0.7% | Retail/Wholesale |
BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF | $8,806,113 | $57,944 ▼ | -0.7% | 418,693 | 0.6% | ETF |
TLT iShares 20+ Year Treasury Bond ETF | $8,590,654 | $1,307,509 ▲ | 18.0% | 99,099 | 0.6% | ETF |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $8,566,616 | $146,933 ▲ | 1.7% | 369,699 | 0.6% | ETF |
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | $8,323,527 | $57,259 ▲ | 0.7% | 383,914 | 0.6% | Manufacturing |
VIG Vanguard Dividend Appreciation ETF | $8,112,057 | $173,553 ▼ | -2.1% | 37,720 | 0.6% | ETF |
GOOGL Alphabet | $8,094,224 | $134,578 ▲ | 1.7% | 28,148 | 0.6% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $7,899,810 | $127,469 ▼ | -1.6% | 12,147 | 0.6% | Finance |
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF | $7,705,007 | $504,059 ▲ | 7.0% | 180,481 | 0.6% | ETF |
INVESCO EXCH TRD SLF IDX FD
| $7,342,723 | $207,226 ▲ | 2.9% | 282,511 | 0.5% | INVESCO BULLETSH |
QQQ Invesco QQQ | $7,254,165 | $53,102 ▼ | -0.7% | 12,568 | 0.5% | Finance |
BLACKROCK INC
| $7,158,499 | $9,616 ▲ | 0.1% | 7,444 | 0.5% | COM |
VEA Vanguard FTSE Developed Markets ETF | $6,399,496 | $446,575 ▼ | -6.5% | 99,867 | 0.5% | ETF |
DIVO Amplify CWP Enhanced Dividend Income ETF | $6,370,817 | $1,127,459 ▲ | 21.5% | 141,847 | 0.5% | ETF |
IVV iShares Core S&P 500 ETF | $6,200,272 | $629,695 ▼ | -9.2% | 9,492 | 0.5% | ETF |
XOM ExxonMobil | $6,068,348 | $442,809 ▼ | -6.8% | 35,768 | 0.4% | Energy |
FLCH Franklin FTSE China ETF | $5,536,378 | $1,762,273 ▼ | -24.1% | 247,270 | 0.4% | ETF |
IJR iShares Core S&P Small-Cap ETF | $5,279,131 | $78,565 ▼ | -1.5% | 42,467 | 0.4% | ETF |
JCPB JPMorgan Core Plus Bond ETF | $5,100,350 | $108,472 ▲ | 2.2% | 108,334 | 0.4% | ETF |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $4,953,321 | $53,421 ▲ | 1.1% | 195,552 | 0.4% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $4,928,349 | $138,556 ▲ | 2.9% | 203,315 | 0.4% | ETF |
GOOG Alphabet | $4,886,701 | $368,044 ▼ | -7.0% | 17,035 | 0.4% | Computer and Technology |
MA Mastercard | $4,842,016 | $7,495 ▼ | -0.2% | 9,691 | 0.4% | Business Services |
IVE iShares S&P 500 Value ETF | $4,720,211 | $2,956 ▲ | 0.1% | 22,355 | 0.3% | ETF |
AVGO Broadcom | $4,682,772 | $77,066 ▼ | -1.6% | 15,130 | 0.3% | Computer and Technology |
VZ Verizon Communications | $4,655,926 | $231,320 ▲ | 5.2% | 92,748 | 0.3% | Computer and Technology |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $4,636,876 | $246,040 ▼ | -5.0% | 237,498 | 0.3% | ETF |
GLD SPDR Gold Shares | $4,596,811 | $156,626 ▲ | 3.5% | 10,683 | 0.3% | Finance |
EMR Emerson Electric | $4,588,780 | $1,803,989 ▲ | 64.8% | 35,024 | 0.3% | Industrials |
T AT&T | $4,569,801 | $566,666 ▲ | 14.2% | 157,634 | 0.3% | Computer and Technology |
SPDR SERIES TRUST
| $4,477,616 | $185,855 ▲ | 4.3% | 127,061 | 0.3% | STATE STRET SPDR |
SCHB Schwab US Broad Market ETF | $4,473,484 | $19,327 ▼ | -0.4% | 178,226 | 0.3% | ETF |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $4,446,244 | $400,328 ▲ | 9.9% | 191,154 | 0.3% | ETF |
VTV Vanguard Value ETF | $4,402,131 | $386,513 ▼ | -8.1% | 22,437 | 0.3% | ETF |
IBM International Business Machines | $4,359,566 | $406,725 ▲ | 10.3% | 17,986 | 0.3% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $4,311,643 | $168,744 ▼ | -3.8% | 13,440 | 0.3% | ETF |
CVX Chevron | $4,225,416 | $180,619 ▲ | 4.5% | 20,423 | 0.3% | Energy |
BIIB Biogen | $4,168,373 | $844,051 ▲ | 25.4% | 22,737 | 0.3% | Medical |
META Meta Platforms | $4,092,929 | $134,448 ▼ | -3.2% | 7,154 | 0.3% | Computer and Technology |
CSCO Cisco Systems | $4,084,519 | $171,553 ▼ | -4.0% | 52,642 | 0.3% | Computer and Technology |
BMY Bristol Myers Squibb | $3,999,128 | $837,210 ▲ | 26.5% | 65,938 | 0.3% | Medical |
WALMART INC
| $3,902,835 | $187,660 ▼ | -4.6% | 31,404 | 0.3% | COM |
DUK Duke Energy | $3,757,182 | $366,107 ▲ | 10.8% | 28,694 | 0.3% | Utilities |
IWF iShares Russell 1000 Growth ETF | $3,642,527 | $853 ▼ | 0.0% | 8,543 | 0.3% | ETF |
ABBV AbbVie | $3,513,312 | $166,596 ▲ | 5.0% | 16,154 | 0.3% | Medical |
XLG Invesco S&P 500 Top 50 ETF | $3,399,934 | $1,964 ▼ | -0.1% | 62,327 | 0.2% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $3,322,828 | $34,082 ▲ | 1.0% | 137,080 | 0.2% | ETF |
NFLX Netflix | $3,287,174 | $683,434 ▲ | 26.2% | 34,188 | 0.2% | Consumer Discretionary |
MGC Vanguard Mega Cap ETF | $3,280,037 | $59,560 ▼ | -1.8% | 13,878 | 0.2% | ETF |
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | $3,213,244 | $669,035 ▲ | 26.3% | 80,130 | 0.2% | Finance |
NEA Nuveen AMT-Free Quality Municipal Income Fund | $3,179,674 | $579,659 ▲ | 22.3% | 283,141 | 0.2% | Financial Services |
VGM Inv Vk Tr Inv | $3,151,336 | $574,770 ▲ | 22.3% | 319,284 | 0.2% | Finance |
LLY Eli Lilly and Company | $3,125,726 | $267,683 ▲ | 9.4% | 3,398 | 0.2% | Medical |
VRIG Invesco Variable Rate Investment Grade ETF | $3,106,375 | $3,106,375 ▲ | New Holding | 131,440 | 0.2% | ETF |
MMU Western Asset Managed Municipals Fund | $3,081,642 | $540,275 ▲ | 21.3% | 299,771 | 0.2% | Finance |
MRK Merck & Co., Inc. | $2,977,089 | $252,491 ▼ | -7.8% | 24,749 | 0.2% | Medical |
GLDM SPDR Gold MiniShares Trust | $2,948,994 | $52,369 ▼ | -1.7% | 31,816 | 0.2% | Finance |
PFE Pfizer | $2,922,672 | $892,296 ▼ | -23.4% | 104,084 | 0.2% | Medical |
VXUS Vanguard Total International Stock ETF | $2,909,167 | $619,774 ▼ | -17.6% | 37,725 | 0.2% | ETF |
MYI BlackRock MuniYield Quality Fund III | $2,888,946 | $2,888,946 ▲ | New Holding | 274,876 | 0.2% | Finance |
DGRO iShares Core Dividend Growth ETF | $2,855,773 | $38,038 ▼ | -1.3% | 40,692 | 0.2% | ETF |
MHD BlackRock MuniHoldings Fund | $2,835,013 | $2,835,013 ▲ | New Holding | 251,331 | 0.2% | Financial Services |
IMCG iShares Morningstar Mid-Cap Growth ETF | $2,819,477 | $44,662 ▼ | -1.6% | 35,794 | 0.2% | ETF |
COST Costco Wholesale | $2,818,758 | $93,660 ▲ | 3.4% | 2,829 | 0.2% | Retail/Wholesale |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | $2,706,728 | $267,650 ▲ | 11.0% | 123,651 | 0.2% | ETF |
PGR Progressive | $2,684,593 | $2,054,976 ▲ | 326.4% | 13,542 | 0.2% | Finance |
KVUE Kenvue | $2,674,887 | $20,016 ▲ | 0.8% | 155,156 | 0.2% | Consumer Staples |
