SPY SPDR S&P 500 ETF Trust | $244,189 | $128,383 â–² | 110.9% | 329,216 | 33.4% | ETF |
DFUV Dimensional US Marketwide Value ETF | $30,734 | $11,688 â–¼ | -27.6% | 557,561 | 4.2% | ETF |
JPM JPMorgan Chase & Co. | $24,698 | $333 â–¼ | -1.3% | 75,214 | 3.4% | Finance |
DFIV Dimensional International Value ETF | $23,685 | $8,502 â–¼ | -26.4% | 438,482 | 3.2% | ETF |
NVDA NVIDIA | $23,660 | $863 â–¼ | -3.5% | 119,383 | 3.2% | Technology |
GOOGL Alphabet | $19,578 | $11 â–¼ | -0.1% | 55,041 | 2.7% | Communication Services |
DFAS Dimensional U.S. Small Cap ETF | $19,278 | $10,909 â–¼ | -36.1% | 235,674 | 2.6% | ETF |
VUSB Vanguard Ultra-Short Bond ETF | $18,074 | $792 â–¼ | -4.2% | 363,073 | 2.5% | ETF |
GOOG Alphabet | $12,437 | $307 â–¼ | -2.4% | 35,337 | 1.7% | Communication Services |
DIMENSIONAL ETF TRUST
| $11,033 | $489 â–¼ | -4.2% | 135,279 | 1.5% | US COR EQU 1 ETF |
SOXL Direxion Daily Semiconductors Bull 3x Shares | $10,733 | $1,437 â–¼ | -11.8% | 45,553 | 1.5% | ETF |
DUHP Dimensional US High Profitability ETF | $9,555 | $2,930 â–¼ | -23.5% | 231,062 | 1.3% | ETF |
XOM ExxonMobil | $9,445 | $663 â–¼ | -6.6% | 68,370 | 1.3% | Energy |
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund | $8,857 | $543 â–¼ | -5.8% | 179,898 | 1.2% | ETF |
META Meta Platforms | $8,403 | $7 â–² | 0.1% | 14,891 | 1.1% | Communication Services |
MRK Merck & Co., Inc. | $7,985 | $108 â–² | 1.4% | 62,566 | 1.1% | Healthcare |
AVGO Broadcom | $7,707 | $61 â–¼ | -0.8% | 20,639 | 1.1% | Technology |
GLD SPDR Gold Shares | $7,270 | $146 â–¼ | -2.0% | 19,274 | 1.0% | ETF |
V Visa | $6,325 | $42 â–¼ | -0.7% | 18,746 | 0.9% | Finance |
TSLA Tesla | $6,264 | $11,228 â–¼ | -64.2% | 15,264 | 0.9% | Consumer Discretionary |
NEE NextEra Energy | $6,064 | $32 â–¼ | -0.5% | 68,562 | 0.8% | Utilities |
VAW Vanguard Materials ETF | $5,765 | $845 â–¼ | -12.8% | 25,273 | 0.8% | ETF |
ABBV AbbVie | $5,664 | $214 â–² | 3.9% | 23,422 | 0.8% | Healthcare |
VDE Vanguard Energy ETF | $5,623 | $1,208 â–¼ | -17.7% | 37,063 | 0.8% | ETF |
DFIS Dimensional International Small Cap ETF | $5,529 | $1,650 â–² | 42.5% | 157,890 | 0.8% | ETF |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $5,233 | $2,015 â–¼ | -27.8% | 57,187 | 0.7% | ETF |
DFAR Dimensional US Real Estate ETF | $4,698 | $345 â–¼ | -6.8% | 176,421 | 0.6% | ETF |
CSCO Cisco Systems | $4,625 | $483 â–¼ | -9.5% | 38,867 | 0.6% | Technology |
FIDELITY COVINGTON TRUST
| $4,481 | $123 â–² | 2.8% | 112,111 | 0.6% | ENHANCED INTL |
DFAC Dimensional U.S. Core Equity 2 ETF | $4,277 | $8,861 â–¼ | -67.4% | 97,176 | 0.6% | ETF |
IEFA iShares Core MSCI EAFE ETF | $4,143 | $175 â–² | 4.4% | 42,550 | 0.6% | ETF |
PSI Invesco Semiconductors ETF | $3,971 | $244 â–² | 6.5% | 22,944 | 0.5% | ETF |
DISV Dimensional International Small Cap Value ETF | $3,929 | $330 â–¼ | -7.7% | 97,309 | 0.5% | ETF |
PINNACLE FINL PARTNERS INC
| $3,906 | $1,313 â–¼ | -25.2% | 40,533 | 0.5% | COM |
IEMG iShares Core MSCI Emerging Markets ETF | $3,862 | $383 â–¼ | -9.0% | 47,078 | 0.5% | ETF |
CGDV Capital Group Dividend Value ETF | $3,791 | $107 â–² | 2.9% | 77,030 | 0.5% | ETF |
DUK Duke Energy | $3,774 | $30 â–² | 0.8% | 29,877 | 0.5% | Utilities |
JAAA Janus Henderson AAA CLO ETF | $3,531 | | 0.0% | 69,674 | 0.5% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $3,321 | $6 â–² | 0.2% | 59,006 | 0.5% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $3,236 | $14,318 â–¼ | -81.6% | 86,460 | 0.4% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $3,228 | $1,226 â–¼ | -27.5% | 33,573 | 0.4% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $3,085 | $150 â–² | 5.1% | 35,412 | 0.4% | ETF |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $3,017 | $125 â–² | 4.3% | 50,022 | 0.4% | ETF |
ORCL Oracle | $3,009 | $36 â–² | 1.2% | 20,119 | 0.4% | Technology |
NFLX Netflix | $2,930 | $147 â–² | 5.3% | 39,131 | 0.4% | Communication Services |
SLV iShares Silver Trust | $2,904 | $55 â–¼ | -1.9% | 54,367 | 0.4% | ETF |
GOLDMAN SACHS ETF TR
| $2,825 | $111 â–² | 4.1% | 48,487 | 0.4% | NASDA 100 ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $2,776 | $1,169 â–¼ | -29.6% | 69,225 | 0.4% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $2,693 | $483 â–² | 21.9% | 58,217 | 0.4% | ETF |
VZ Verizon Communications | $2,607 | $45 â–² | 1.8% | 58,541 | 0.4% | Communication Services |
BKAG BNY Mellon Core Bond ETF | $2,547 | $177 â–² | 7.5% | 60,439 | 0.3% | ETF |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $2,538 | $45 â–¼ | -1.7% | 37,800 | 0.3% | ETF |
TEQI T. Rowe Price Equity Income ETF | $2,535 | $18 â–² | 0.7% | 50,222 | 0.3% | ETF |
GOLDMAN SACHS ETF TR
| $2,492 | $92 â–² | 3.8% | 45,223 | 0.3% | S&P 500 PREMIUM |
DFLV Dimensional US Large Cap Value ETF | $2,381 | $1,401 â–¼ | -37.0% | 59,989 | 0.3% | ETF |
T AT&T | $2,254 | $122 â–¼ | -5.2% | 102,856 | 0.3% | Communication Services |
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF | $2,251 | $36 â–² | 1.6% | 35,835 | 0.3% | ETF |
AIQ Global X Artificial Intelligence & Technology ETF | $2,241 | $65 â–² | 3.0% | 34,944 | 0.3% | ETF |
XLK Technology Select Sector SPDR Fund | $2,195 | $29 â–² | 1.3% | 11,849 | 0.3% | ETF |
DIMENSIONAL ETF TRUST
| $2,174 | $3,413 â–¼ | -61.1% | 26,427 | 0.3% | US LARG VECT ETF |
ISHARES BITCOIN TRUST ETF
| $2,140 | $28 â–² | 1.3% | 61,729 | 0.3% | SHS BEN INT |
MO Altria Group | $2,091 | $26 â–¼ | -1.2% | 28,336 | 0.3% | Consumer Staples |
ARK ETF TR
| $2,059 | $20 â–² | 1.0% | 26,227 | 0.3% | INNOVATION ETF |
BNDX Vanguard Total International Bond ETF | $2,038 | $342 â–² | 20.1% | 42,011 | 0.3% | ETF |
UBER Uber Technologies | $1,903 | $56 â–² | 3.0% | 26,335 | 0.3% | Industrials |
CRM Salesforce | $1,896 | $4 â–² | 0.2% | 11,900 | 0.3% | Technology |
VMBS Vanguard Mortgage-Backed Securities ETF | $1,833 | $11 â–¼ | -0.6% | 38,990 | 0.3% | ETF |
IGPT Invesco AI and Next Gen Software ETF | $1,810 | $70 â–² | 4.0% | 18,174 | 0.2% | ETF |
ENB Enbridge | $1,765 | $37 â–² | 2.2% | 31,728 | 0.2% | Energy |
DFAU Dimensional US Core Equity Market ETF | $1,710 | $9,672 â–¼ | -85.0% | 33,326 | 0.2% | ETF |
DBE Invesco DB Energy Fund | $1,659 | | 0.0% | 56,530 | 0.2% | ETF |
USHY iShares Broad USD High Yield Corporate Bond ETF | $1,638 | $125 â–² | 8.3% | 44,280 | 0.2% | ETF |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $1,621 | $4 â–² | 0.3% | 53,982 | 0.2% | ETF |
NHI National Health Investors | $1,573 | $36,732 â–¼ | -95.9% | 21,813 | 0.2% | Real Estate |
PHYL PGIM Active High Yield Bond ETF | $1,535 | $81 â–² | 5.5% | 43,708 | 0.2% | ETF |
NEOS ETF TRUST
| $1,492 | $445 â–² | 42.5% | 26,619 | 0.2% | NASDAQ 100 HIGH |
PALANTIR TECHNOLOGIES INC
| $1,465 | $531 â–¼ | -26.6% | 12,132 | 0.2% | CL A |
NOW ServiceNow | $1,450 | $28 â–² | 1.9% | 14,480 | 0.2% | Technology |
SPEM SPDR Portfolio Emerging Markets ETF | $1,425 | $132 â–² | 10.2% | 27,748 | 0.2% | ETF |
VGT Vanguard Information Technology ETF | $1,377 | $32 â–² | 2.4% | 11,815 | 0.2% | ETF |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $1,342 | $119 â–¼ | -8.2% | 15,220 | 0.2% | ETF |
ARK ETF TR
| $1,283 | $59 â–² | 4.8% | 32,458 | 0.2% | BLOC FIN INN ETF |
CGGR Capital Group Growth ETF | $1,269 | $7 â–² | 0.6% | 27,437 | 0.2% | ETF |
BLACKROCK ETF TRUST
| $1,236 | $90 â–¼ | -6.8% | 24,543 | 0.2% | ISHA I IN TE ETF |
CGUS Capital Group Core Equity ETF | $1,176 | $3 â–¼ | -0.2% | 26,869 | 0.2% | ETF |
COP ConocoPhillips | $1,138 | $24 â–¼ | -2.1% | 10,631 | 0.2% | Energy |
APA APA | $1,135 | $2 â–² | 0.2% | 34,221 | 0.2% | Energy |
J P MORGAN EXCHANGE TRADED
| $1,119 | $42 â–² | 3.9% | 16,611 | 0.2% | F HEDG EQU LAD ETF |
LISTED FDS TR
| $1,104 | $12 â–¼ | -1.1% | 17,273 | 0.2% | ROUN MA SEVE ETF |
BLUEROCK PVT REAL ESTATE FD
| $1,075 | $219 â–¼ | -17.0% | 80,480 | 0.1% | COM |
PYLD PIMCO Multi Sector Bond Active ETF | $1,056 | $33 â–¼ | -3.1% | 39,820 | 0.1% | ETF |
MDT Medtronic | $980 | $40 â–¼ | -3.9% | 12,205 | 0.1% | Healthcare |
DVN Devon Energy | $970 | $18 â–¼ | -1.8% | 23,026 | 0.1% | Energy |
SPDW SPDR Portfolio Developed World ex-US ETF | $928 | $34 â–² | 3.9% | 18,509 | 0.1% | ETF |
SNY Sanofi | $906 | $906 â–² | New Holding | 20,863 | 0.1% | Healthcare |
RFG Invesco S&P MidCap 400 Pure Growth ETF | $895 | $20 â–² | 2.3% | 14,099 | 0.1% | ETF |
BTHM BlackRock Future U.S. Themes ETF | $876 | $262 â–¼ | -23.0% | 20,543 | 0.1% | ETF |
PECO Phillips Edison & Company, Inc. | $862 | $0 â–² | 0.0% | 20,475 | 0.1% | Real Estate |
DIHP Dimensional International High Profitability ETF | $827 | $622 â–¼ | -42.9% | 23,977 | 0.1% | ETF |
SDIV Global X SuperDividend ETF | $782 | $95 â–² | 13.8% | 31,731 | 0.1% | ETF |
