VTI Vanguard Total Stock Market ETF | $64,997,398 | $5,277,900 â–¼ | -7.5% | 175,649 | 4.2% | ETF |
NMM Navios Maritime Partners | $62,229,665 | $138,213 â–¼ | -0.2% | 888,786 | 4.0% | Industrials |
SCHG Schwab U.S. Large-Cap Growth ETF | $59,950,755 | $1,222,064 â–² | 2.1% | 1,771,594 | 3.8% | ETF |
SCHD Schwab US Dividend Equity ETF | $57,599,242 | $2,878,158 â–² | 5.3% | 1,816,438 | 3.7% | ETF |
SCHX Schwab US Large-Cap ETF | $39,220,360 | $769,594 â–² | 2.0% | 1,332,666 | 2.5% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $34,417,185 | $2,305,538 â–² | 7.2% | 347,719 | 2.2% | ETF |
AAPL Apple | $31,514,192 | $101,837 â–¼ | -0.3% | 110,786 | 2.0% | Technology |
SCHF Schwab International Equity ETF | $28,346,751 | $749,230 â–² | 2.7% | 1,023,348 | 1.8% | ETF |
FBND Fidelity Total Bond ETF | $25,384,761 | $1,405,460 â–² | 5.9% | 558,029 | 1.6% | ETF |
QQQ Invesco QQQ | $23,693,907 | $1,662,588 â–² | 7.5% | 46,858 | 1.5% | ETF |
SCHA Schwab US Small-Cap ETF | $21,678,280 | $535,374 â–² | 2.5% | 600,008 | 1.4% | ETF |
VOO Vanguard S&P 500 ETF | $21,092,641 | $952,606 â–² | 4.7% | 30,711 | 1.4% | ETF |
TOTL SPDR Doubleline Total Return Tactical ETF | $21,008,154 | $774,323 â–² | 3.8% | 532,256 | 1.3% | ETF |
DLN WisdomTree U.S. LargeCap Dividend Fund | $18,576,628 | $259,871 â–² | 1.4% | 192,864 | 1.2% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $17,085,806 | $20,126 â–² | 0.1% | 90,838 | 1.1% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $16,905,912 | $362,304 â–² | 2.2% | 176,803 | 1.1% | ETF |
SCHK Schwab 1000 Index ETF | $16,813,702 | $607,539 â–² | 3.7% | 466,270 | 1.1% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $15,665,297 | $1,146,848 â–² | 7.9% | 309,591 | 1.0% | ETF |
NVDA NVIDIA | $15,174,290 | $442,772 â–² | 3.0% | 83,176 | 1.0% | Technology |
IUSV iShares Core S&P U.S. Value ETF | $14,772,802 | $867,874 â–² | 6.2% | 134,115 | 0.9% | ETF |
TSAKOS ENERGY NAVIGATION LTD
| $14,050,202 | $21,399 â–² | 0.2% | 397,235 | 0.9% | SHS |
DFAI Dimensional International Core Equity Market ETF | $13,938,422 | $5,682,850 â–² | 68.8% | 337,901 | 0.9% | ETF |
SPY SPDR S&P 500 ETF Trust | $12,695,705 | $4,887,713 â–¼ | -27.8% | 92,935 | 0.8% | ETF |
IVV iShares Core S&P 500 ETF | $12,676,569 | $354,977 â–² | 2.9% | 16,927 | 0.8% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $12,317,065 | $611,381 â–² | 5.2% | 339,687 | 0.8% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $12,313,437 | $120,555 â–² | 1.0% | 172,820 | 0.8% | ETF |
MSFT Microsoft | $12,289,200 | $1,162,709 â–² | 10.4% | 32,945 | 0.8% | Technology |
VIG Vanguard Dividend Appreciation ETF | $12,180,742 | $124,936 â–¼ | -1.0% | 51,478 | 0.8% | ETF |
TSLA Tesla | $11,542,697 | $514,235 â–¼ | -4.3% | 27,609 | 0.7% | Consumer Discretionary |
SCHM Schwab U.S. Mid-Cap ETF | $11,400,800 | $586,491 â–² | 5.4% | 309,216 | 0.7% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $11,364,845 | $2,788,456 â–² | 32.5% | 138,410 | 0.7% | ETF |
CGGO Capital Group Global Growth Equity ETF | $11,157,205 | $401,415 â–¼ | -3.5% | 263,577 | 0.7% | ETF |
AMZN Amazon.com | $10,341,012 | $81,035 â–¼ | -0.8% | 43,388 | 0.7% | Consumer Discretionary |
SCHC Schwab International Small-Cap Equity ETF | $10,253,574 | $127,278 â–² | 1.3% | 213,083 | 0.7% | ETF |
XOM ExxonMobil | $9,827,430 | $650,787 â–² | 7.1% | 71,880 | 0.6% | Energy |
JSCP JPMorgan Short Duration Core Plus ETF | $8,945,956 | $202,111 â–² | 2.3% | 189,754 | 0.6% | ETF |
CPNG Coupang | $8,862,956 | | 0.0% | 510,245 | 0.6% | Consumer Discretionary |
BRK.B Berkshire Hathaway | $8,816,726 | $25,519 â–¼ | -0.3% | 17,620 | 0.6% | Finance |
DIA SPDR Dow Jones Industrial Average ETF Trust | $8,627,861 | $462,319 â–² | 5.7% | 16,516 | 0.6% | ETF |
GLDM SPDR Gold MiniShares Trust | $8,276,437 | $334,914 â–² | 4.2% | 104,211 | 0.5% | ETF |
WAYSTAR HLDG CORP
| $7,958,455 | $2,053 â–¼ | 0.0% | 387,650 | 0.5% | COM |
VGT Vanguard Information Technology ETF | $7,948,834 | $7,029,974 â–² | 765.1% | 66,507 | 0.5% | ETF |
SHV iShares Short Treasury Bond ETF | $7,760,103 | $1,356,305 â–¼ | -14.9% | 70,323 | 0.5% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $7,744,988 | $141,763 â–² | 1.9% | 129,754 | 0.5% | ETF |
GOOGL Alphabet | $7,599,409 | $145,806 â–² | 2.0% | 21,265 | 0.5% | Communication Services |
MMIT NYLI MacKay Shields Municipal Intermediate ETF | $7,311,692 | $396,150 â–² | 5.7% | 300,275 | 0.5% | ETF |
AVGO Broadcom | $7,286,157 | $1,032,785 â–² | 16.5% | 19,288 | 0.5% | Technology |
SCHZ Schwab U.S. Aggregate Bond ETF | $7,023,872 | $1,322,112 â–² | 23.2% | 303,669 | 0.5% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $6,861,309 | $154,417 â–² | 2.3% | 197,107 | 0.4% | ETF |
BLDR Builders FirstSource | $6,772,294 | $4,919,342 â–² | 265.5% | 75,685 | 0.4% | Industrials |
DON WisdomTree U.S. MidCap Dividend Fund | $6,633,002 | $213,645 â–² | 3.3% | 117,357 | 0.4% | ETF |
GOOG Alphabet | $6,601,236 | $2,549,755 â–¼ | -27.9% | 18,682 | 0.4% | Communication Services |
FNDX Schwab Fundamental U.S. Large Company ETF | $6,499,371 | $905,632 â–² | 16.2% | 208,983 | 0.4% | ETF |
NEUBERGER BERMAN ETF TRUST
| $6,496,129 | $1,966,551 â–² | 43.4% | 128,621 | 0.4% | SHORT DURATION I |
SCHB Schwab US Broad Market ETF | $6,294,947 | $61,019 â–² | 1.0% | 217,367 | 0.4% | ETF |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $6,231,693 | $1,889,791 â–² | 43.5% | 61,816 | 0.4% | ETF |
JNJ Johnson & Johnson | $6,142,733 | $726,888 â–² | 13.4% | 24,186 | 0.4% | Healthcare |
VGIT Vanguard Intermediate-Term Treasury ETF | $5,893,414 | $5,893,414 â–² | New Holding | 99,922 | 0.4% | ETF |
RAAX VanEck Real Assets ETF | $5,783,567 | $632,300 â–² | 12.3% | 145,792 | 0.4% | ETF |
VXUS Vanguard Total International Stock ETF | $5,624,160 | $519,953 â–¼ | -8.5% | 65,787 | 0.4% | ETF |
DGT SPDR Global Dow ETF | $5,615,989 | $75,580 â–¼ | -1.3% | 30,391 | 0.4% | ETF |
RPRX Royalty Pharma | $5,534,053 | $94,927 â–² | 1.7% | 98,699 | 0.4% | Healthcare |
SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $5,482,410 | $551,934 â–² | 11.2% | 127,084 | 0.4% | ETF |
VIRTUS ETF TR II
| $5,096,834 | $336,077 â–¼ | -6.2% | 110,118 | 0.3% | VIRTUS US QLTY |
JPST JPMorgan Ultra-Short Income ETF | $4,961,195 | $140,585 â–² | 2.9% | 98,105 | 0.3% | ETF |
BLV Vanguard Long-Term Bond ETF | $4,887,757 | $613,822 â–² | 14.4% | 70,909 | 0.3% | ETF |
ITA iShares U.S. Aerospace & Defense ETF | $4,853,086 | $172,121 â–¼ | -3.4% | 20,019 | 0.3% | ETF |
VTV Vanguard Value ETF | $4,847,808 | $342,583 â–¼ | -6.6% | 22,245 | 0.3% | ETF |
ASTS AST SpaceMobile | $4,820,319 | $1,698,052 â–² | 54.4% | 66,750 | 0.3% | Communication Services |
JPM JPMorgan Chase & Co. | $4,779,199 | $545,352 â–² | 12.9% | 14,600 | 0.3% | Finance |
CGXU Capital Group International Focus Equity ETF | $4,778,460 | $1,243,897 â–² | 35.2% | 138,026 | 0.3% | ETF |
RDVY First Trust Rising Dividend Achievers ETF | $4,613,975 | $27,236 â–¼ | -0.6% | 56,920 | 0.3% | ETF |
TDIV First Trust NASDAQ Technology Dividend Index Fund | $4,595,545 | $57,555 â–¼ | -1.2% | 40,003 | 0.3% | ETF |
AMAT Applied Materials | $4,575,701 | $190,142 â–¼ | -4.0% | 6,329 | 0.3% | Technology |
AVUV Avantis U.S. Small Cap Value ETF | $4,554,724 | $4,554,724 â–² | New Holding | 36,508 | 0.3% | ETF |
CAPITAL GROUP DIVIDEND GROWE
| $4,490,135 | $69,506 â–¼ | -1.5% | 119,705 | 0.3% | SHS ETF |
BSV Vanguard Short-Term Bond ETF | $4,466,258 | $6,092,080 â–¼ | -57.7% | 57,326 | 0.3% | ETF |
AIRR First Trust RBA American Industrial Renaissance ETF | $4,434,927 | $114,061 â–² | 2.6% | 33,283 | 0.3% | ETF |
FFEB FT Vest U.S. Equity Buffer ETF - February | $4,268,051 | | 0.0% | 69,991 | 0.3% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $4,264,766 | $729,669 â–² | 20.6% | 84,317 | 0.3% | ETF |
BAC Bank of America | $4,254,942 | $60,627 â–² | 1.4% | 74,674 | 0.3% | Finance |
EMTL State Street DoubleLine Emerging Markets Fixed Income ETF | $4,185,216 | $33,821 â–¼ | -0.8% | 98,006 | 0.3% | ETF |
KO CocaCola | $4,162,815 | $150,103 â–² | 3.7% | 51,223 | 0.3% | Consumer Staples |
XLP Consumer Staples Select Sector SPDR Fund | $4,010,945 | $359,277 â–¼ | -8.2% | 48,284 | 0.3% | ETF |
HD Home Depot | $3,953,547 | $525,846 â–² | 15.3% | 11,210 | 0.3% | Consumer Discretionary |
LLY Eli Lilly and Company | $3,945,955 | $924,721 â–² | 30.6% | 3,290 | 0.3% | Healthcare |
GLW Corning | $3,910,989 | $479,710 â–² | 14.0% | 15,311 | 0.3% | Technology |
ZTS Zoetis | $3,818,928 | $3,818,928 â–² | New Holding | 53,144 | 0.2% | Healthcare |
META Meta Platforms | $3,783,236 | $109,830 â–¼ | -2.8% | 6,717 | 0.2% | Communication Services |
FOUR Shift4 Payments | $3,679,276 | $1,796,908 â–² | 95.5% | 75,643 | 0.2% | Finance |
PALANTIR TECHNOLOGIES INC
| $3,663,731 | $4,403,848 â–¼ | -54.6% | 33,404 | 0.2% | CL A |
PG Procter & Gamble | $3,574,920 | $378,754 â–² | 11.9% | 24,380 | 0.2% | Consumer Staples |
FMAY FT Vest U.S. Equity Buffer ETF - May | $3,507,217 | $3,934 â–¼ | -0.1% | 62,406 | 0.2% | ETF |
GDX VanEck Gold Miners ETF | $3,482,255 | $306,781 â–¼ | -8.1% | 46,153 | 0.2% | ETF |
GLD SPDR Gold Shares | $3,465,806 | $485,213 â–² | 16.3% | 10,350 | 0.2% | ETF |
MRK Merck & Co., Inc. | $3,451,673 | $34,951 â–² | 1.0% | 26,862 | 0.2% | Healthcare |
WALMART INC
| $3,435,957 | $67,616 â–¼ | -1.9% | 30,337 | 0.2% | COM |
PGIM ETF TR
| $3,404,832 | $193,441 â–² | 6.0% | 66,410 | 0.2% | AAA CLO ETF |
IBM International Business Machines | $3,365,046 | $14,060 â–² | 0.4% | 11,967 | 0.2% | Technology |
GLOBAL X FDS
| $3,336,016 | $371,471 â–¼ | -10.0% | 66,995 | 0.2% | SHOR TER TRE ETF |
