VTI Vanguard Total Stock Market ETF | $56,247,984 | $2,357,887 ▼ | -4.0% | 185,069 | 4.1% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $54,087,030 | $3,669,887 ▲ | 7.3% | 1,851,661 | 3.9% | ETF |
SCHD Schwab US Dividend Equity ETF | $48,384,306 | $2,974,333 ▲ | 6.5% | 1,825,823 | 3.5% | ETF |
NVDA NVIDIA | $41,189,050 | $9,958,602 ▲ | 31.9% | 261,004 | 3.0% | Computer and Technology |
NMM Navios Maritime Partners | $32,376,122 | $3,021,250 ▲ | 10.3% | 860,109 | 2.3% | Transportation |
SCHX Schwab US Large-Cap ETF | $31,212,816 | $1,116,933 ▲ | 3.7% | 1,277,120 | 2.3% | ETF |
AAPL Apple | $30,131,267 | $4,426,953 ▲ | 17.2% | 146,860 | 2.2% | Computer and Technology |
FBND Fidelity Total Bond ETF | $22,491,185 | $497,256 ▲ | 2.3% | 491,611 | 1.6% | ETF |
MSFT Microsoft | $22,410,387 | $9,224,705 ▲ | 70.0% | 45,053 | 1.6% | Computer and Technology |
AMZN Amazon.com | $21,953,938 | $9,698,544 ▲ | 79.1% | 100,460 | 1.6% | Retail/Wholesale |
AGG iShares Core U.S. Aggregate Bond ETF | $21,787,835 | $506,615 ▲ | 2.4% | 219,635 | 1.6% | Finance |
SCHF Schwab International Equity ETF | $21,426,481 | $521,825 ▲ | 2.5% | 969,524 | 1.6% | ETF |
TOTL SPDR Doubleline Total Return Tactical ETF | $18,482,309 | $657,402 ▲ | 3.7% | 460,791 | 1.3% | ETF |
CPNG Coupang | $17,649,136 | $1,952,044 ▼ | -10.0% | 589,090 | 1.3% | Retail/Wholesale |
QQQ Invesco QQQ | $17,381,563 | $455,026 ▲ | 2.7% | 41,828 | 1.3% | Finance |
VOO Vanguard S&P 500 ETF | $17,320,111 | $4,316,395 ▲ | 33.2% | 30,492 | 1.3% | ETF |
VIG Vanguard Dividend Appreciation ETF | $16,795,465 | $837,307 ▲ | 5.2% | 82,061 | 1.2% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $16,635,713 | $403,125 ▼ | -2.4% | 198,659 | 1.2% | Manufacturing |
SCHA Schwab US Small-Cap ETF | $14,752,484 | $693,600 ▲ | 4.9% | 583,102 | 1.1% | ETF |
DLN WisdomTree U.S. LargeCap Dividend Fund | $14,415,421 | $466,474 ▼ | -3.1% | 175,498 | 1.0% | Finance |
IVV iShares Core S&P 500 ETF | $13,557,225 | $2,039,017 ▲ | 17.7% | 21,835 | 1.0% | ETF |
SPY SPDR S&P 500 ETF Trust | $13,134,501 | $1,143,719 ▲ | 9.5% | 75,140 | 1.0% | Finance |
IAGG iShares Core International Aggregate Bond ETF | $12,557,491 | $425,426 ▲ | 3.5% | 245,792 | 0.9% | ETF |
WAYSTAR HLDG CORP
| $12,256,913 | $1,156,825 ▼ | -8.6% | 299,900 | 0.9% | COM |
IUSG iShares Core S&P U.S. Growth ETF | $12,224,322 | $1,687,934 ▲ | 16.0% | 81,279 | 0.9% | Manufacturing |
META Meta Platforms | $12,210,397 | $7,420,863 ▲ | 154.9% | 16,543 | 0.9% | Computer and Technology |
SCHK Schwab 1000 Index ETF | $11,773,552 | $1,630,467 ▲ | 16.1% | 394,821 | 0.9% | ETF |
TSLA Tesla | $11,021,986 | $226,637 ▲ | 2.1% | 34,967 | 0.8% | Auto/Tires/Trucks |
HTAB Hartford Schroders Tax-Aware Bond ETF | $10,551,677 | $186,782 ▼ | -1.7% | 563,959 | 0.8% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $10,550,957 | $1,587,607 ▲ | 17.7% | 111,497 | 0.8% | Manufacturing |
BRK.B Berkshire Hathaway | $10,261,457 | $642,677 ▼ | -5.9% | 21,124 | 0.7% | Finance |
VEA Vanguard FTSE Developed Markets ETF | $9,791,024 | $1,553,011 ▲ | 18.9% | 171,742 | 0.7% | ETF |
DFUS Dimensional U.S. Equity ETF | $9,622,329 | $111,253 ▲ | 1.2% | 143,574 | 0.7% | ETF |
CGGO Capital Group Global Growth Equity ETF | $8,952,547 | $415,322 ▲ | 4.9% | 280,030 | 0.6% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $8,618,143 | $208,026 ▲ | 2.5% | 285,937 | 0.6% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $8,490,788 | $209,330 ▲ | 2.5% | 199,361 | 0.6% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $8,321,390 | $276,152 ▲ | 3.4% | 296,663 | 0.6% | ETF |
PALANTIR TECHNOLOGIES INC
| $8,207,106 | $2,327,307 ▲ | 39.6% | 60,288 | 0.6% | CL A |
XOM Exxon Mobil | $7,981,562 | $670,296 ▲ | 9.2% | 74,041 | 0.6% | Energy |
SHV iShares Short Treasury Bond ETF | $7,767,139 | $563,471 ▼ | -6.8% | 70,342 | 0.6% | ETF |
SCHB Schwab US Broad Market ETF | $7,639,693 | $604,020 ▼ | -7.3% | 320,591 | 0.6% | ETF |
TNP Tsakos Energy Navigation | $7,569,764 | $1,249,000 ▼ | -14.2% | 394,464 | 0.5% | Transportation |
DGT SPDR Global Dow ETF | $7,228,104 | $6,025 ▲ | 0.1% | 47,984 | 0.5% | ETF |
MMIT NYLI MacKay Shields Municipal Intermediate ETF | $6,375,355 | $110,998 ▼ | -1.7% | 267,310 | 0.5% | ETF |
PULS PGIM Ultra Short Bond ETF | $6,212,984 | $2,198,098 ▲ | 54.7% | 124,859 | 0.5% | ETF |
DFAI Dimensional International Core Equity Market ETF | $6,133,043 | $381,827 ▲ | 6.6% | 177,409 | 0.4% | ETF |
GOOG Alphabet | $6,061,225 | $1,118,796 ▲ | 22.6% | 34,169 | 0.4% | Computer and Technology |
JPM JPMorgan Chase & Co. | $5,997,107 | $1,106,882 ▲ | 22.6% | 20,686 | 0.4% | Finance |
GLDM SPDR Gold MiniShares Trust | $5,951,902 | $1,190,040 ▼ | -16.7% | 90,841 | 0.4% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $5,926,346 | $370,802 ▲ | 6.7% | 119,821 | 0.4% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $5,879,891 | $844,265 ▲ | 16.8% | 13,344 | 0.4% | Finance |
AVGO Broadcom | $5,803,307 | $2,732,265 ▲ | 89.0% | 21,053 | 0.4% | Computer and Technology |
JNJ Johnson & Johnson | $5,735,439 | $755,672 ▲ | 15.2% | 37,547 | 0.4% | Medical |
CGXU Capital Group International Focus Equity ETF | $5,365,934 | $273,579 ▼ | -4.9% | 197,786 | 0.4% | ETF |
IWF iShares Russell 1000 Growth ETF | $5,225,140 | $200,395 ▲ | 4.0% | 12,307 | 0.4% | ETF |
COST Costco Wholesale | $4,939,494 | $2,097,973 ▲ | 73.8% | 4,989 | 0.4% | Retail/Wholesale |
SO Southern | $4,838,029 | $35,813 ▲ | 0.7% | 52,685 | 0.4% | Utilities |
GDX VanEck Gold Miners ETF | $4,793,905 | $679,957 ▼ | -12.4% | 92,084 | 0.3% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $4,752,293 | $247,729 ▲ | 5.5% | 171,749 | 0.3% | ETF |
VXUS Vanguard Total International Stock ETF | $4,706,702 | $1,940,744 ▲ | 70.2% | 68,124 | 0.3% | ETF |
NFLX Netflix | $4,646,780 | $2,276,520 ▲ | 96.0% | 3,470 | 0.3% | Consumer Discretionary |
DFAS Dimensional U.S. Small Cap ETF | $4,639,362 | $12,232 ▼ | -0.3% | 72,820 | 0.3% | ETF |
PG Procter & Gamble | $4,558,221 | $93,200 ▲ | 2.1% | 28,611 | 0.3% | Consumer Staples |
VO Vanguard Mid-Cap ETF | $4,530,474 | $1,545,230 ▲ | 51.8% | 16,190 | 0.3% | ETF |
VGT Vanguard Information Technology ETF | $4,524,613 | $15,920 ▼ | -0.4% | 6,821 | 0.3% | ETF |
VUG Vanguard Growth ETF | $4,396,635 | $1,809,683 ▲ | 70.0% | 10,029 | 0.3% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $4,372,393 | $933,596 ▲ | 27.1% | 188,141 | 0.3% | ETF |
VTWO Vanguard Russell 2000 ETF | $4,305,538 | $765,793 ▲ | 21.6% | 49,364 | 0.3% | ETF |
EMTL SPDR DoubleLine Emerging Markets Fixed Income ETF | $4,299,180 | $161,722 ▲ | 3.9% | 99,583 | 0.3% | ETF |
ABBV AbbVie | $4,264,595 | $701,484 ▲ | 19.7% | 22,974 | 0.3% | Medical |
GOOGL Alphabet | $4,252,933 | $776,948 ▲ | 22.4% | 24,222 | 0.3% | Computer and Technology |
EDV Vanguard Extended Duration Treasury ETF | $4,178,803 | $637,602 ▲ | 18.0% | 62,092 | 0.3% | ETF |
FNDX Schwab Fundamental U.S. Large Company ETF | $4,047,382 | $382,898 ▼ | -8.6% | 164,930 | 0.3% | ETF |
RPRX Royalty Pharma | $4,031,217 | $1,147,339 ▲ | 39.8% | 111,885 | 0.3% | Medical |
KO CocaCola | $3,949,327 | $373,913 ▲ | 10.5% | 55,821 | 0.3% | Consumer Staples |
COWZ Pacer US Cash Cows 100 ETF | $3,936,095 | $428,350 ▲ | 12.2% | 71,435 | 0.3% | ETF |
ITA iShares U.S. Aerospace & Defense ETF | $3,874,167 | $157,706 ▲ | 4.2% | 20,537 | 0.3% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $3,866,231 | $81,295 ▼ | -2.1% | 77,139 | 0.3% | Finance |
FJUL FT Vest U.S. Equity Buffer ETF - July | $3,816,668 | | 0.0% | 73,767 | 0.3% | ETF |
JOET Virtus Terranova U.S. Quality Momentum ETF | $3,717,143 | $35,706 ▲ | 1.0% | 90,884 | 0.3% | ETF |
FFEB FT Vest U.S. Equity Buffer ETF - February | $3,668,284 | | 0.0% | 69,991 | 0.3% | ETF |
RDVY First Trust Rising Dividend Achievers ETF | $3,548,634 | $30,241 ▼ | -0.8% | 56,561 | 0.3% | Manufacturing |
XLP Consumer Staples Select Sector SPDR Fund | $3,476,334 | $52,225 ▲ | 1.5% | 42,934 | 0.3% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $3,423,009 | $431,120 ▲ | 14.4% | 95,508 | 0.2% | ETF |
MGK Vanguard Mega Cap Growth ETF | $3,406,946 | $8,422 ▼ | -0.2% | 9,304 | 0.2% | ETF |
CB Chubb | $3,404,059 | $141,667 ▲ | 4.3% | 11,750 | 0.2% | Finance |
TDIV First Trust NASDAQ Technology Dividend Index Fund | $3,395,622 | $53,200 ▼ | -1.5% | 37,658 | 0.2% | Manufacturing |
IEI iShares 3-7 Year Treasury Bond ETF | $3,362,560 | $242,471 ▲ | 7.8% | 28,235 | 0.2% | ETF |
BAC Bank of America | $3,359,963 | $112,811 ▼ | -3.2% | 71,005 | 0.2% | Finance |
VYM Vanguard High Dividend Yield ETF | $3,324,952 | $1,419,457 ▲ | 74.5% | 24,942 | 0.2% | ETF |
V Visa | $3,313,761 | $417,549 ▲ | 14.4% | 9,333 | 0.2% | Business Services |
BSV Vanguard Short-Term Bond ETF | $3,313,235 | $529,960 ▲ | 19.0% | 42,100 | 0.2% | ETF |
IBM International Business Machines | $3,242,600 | $185,713 ▲ | 6.1% | 11,000 | 0.2% | Computer and Technology |
HD Home Depot | $3,238,886 | $356,332 ▲ | 12.4% | 8,835 | 0.2% | Retail/Wholesale |
DIMENSIONAL ETF TRUST
| $3,205,217 | $365,854 ▲ | 12.9% | 47,782 | 0.2% | WORLD EQUITY ETF |
FMAY FT Vest U.S. Equity Buffer ETF - May | $3,170,801 | $23,264 ▼ | -0.7% | 63,378 | 0.2% | ETF |
CAPE Shiller CAPE U.S. Equities ETF | $3,169,739 | $406,945 ▼ | -11.4% | 99,646 | 0.2% | Finance |
WMT Walmart | $3,165,250 | $363,254 ▲ | 13.0% | 32,371 | 0.2% | Retail/Wholesale |
JPST JPMorgan Ultra-Short Income ETF | $3,079,273 | $161,315 ▼ | -5.0% | 60,759 | 0.2% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $3,054,968 | $2,067,552 ▲ | 209.4% | 53,738 | 0.2% | ETF |