QQQ Invesco QQQ | $5,600,157 | $153,802 ▲ | 2.8% | 11,943 | 5.1% | Finance |
VOO Vanguard S&P 500 ETF | $4,782,104 | $446,604 ▲ | 10.3% | 9,305 | 4.3% | ETF |
AAPL Apple | $4,359,416 | $22,212 ▼ | -0.5% | 19,626 | 3.9% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $3,797,723 | $71,920 ▲ | 1.9% | 6,759 | 3.4% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $3,708,957 | $63,026 ▼ | -1.7% | 148,121 | 3.4% | ETF |
FIDELITY WISE ORIGIN BITCOIN
| $3,513,362 | $110,834 ▲ | 3.3% | 48,817 | 3.2% | SHS |
SPYV SPDR Portfolio S&P 500 Value ETF | $3,425,243 | $307,337 ▲ | 9.9% | 67,070 | 3.1% | ETF |
MGK Vanguard Mega Cap Growth ETF | $3,102,407 | $247,723 ▲ | 8.7% | 10,044 | 2.8% | ETF |
DGRO iShares Core Dividend Growth ETF | $3,033,364 | $35,277 ▲ | 1.2% | 49,099 | 2.7% | ETF |
RTX RTX | $3,031,247 | $13,379 ▼ | -0.4% | 22,884 | 2.7% | Aerospace |
MGV Vanguard Mega Cap Value ETF | $2,948,742 | $327,380 ▲ | 12.5% | 22,887 | 2.7% | ETF |
SCHX Schwab US Large-Cap ETF | $2,822,162 | $95,783 ▼ | -3.3% | 127,815 | 2.6% | ETF |
MSFT Microsoft | $2,752,336 | $52,930 ▲ | 2.0% | 7,332 | 2.5% | Computer and Technology |
USMV iShares MSCI USA Min Vol Factor ETF | $2,725,503 | $131,311 ▲ | 5.1% | 29,100 | 2.5% | ETF |
META Meta Platforms | $2,606,217 | $14,409 ▼ | -0.5% | 4,522 | 2.4% | Computer and Technology |
SPYG SPDR Portfolio S&P 500 Growth ETF | $2,309,607 | $264,097 ▲ | 12.9% | 28,737 | 2.1% | ETF |
XLG Invesco S&P 500 Top 50 ETF | $2,024,470 | $78,694 ▲ | 4.0% | 43,991 | 1.8% | ETF |
GOOGL Alphabet | $1,790,741 | $6,959 ▼ | -0.4% | 11,580 | 1.6% | Computer and Technology |
RSP Invesco S&P 500 Equal Weight ETF | $1,754,528 | $128,021 ▲ | 7.9% | 10,128 | 1.6% | ETF |
VBK Vanguard Small-Cap Growth ETF | $1,631,021 | $58,161 ▲ | 3.7% | 6,478 | 1.5% | ETF |
VTI Vanguard Total Stock Market ETF | $1,626,222 | $8,795 ▼ | -0.5% | 5,917 | 1.5% | ETF |
AVDE Avantis International Equity ETF | $1,596,992 | $227,640 ▲ | 16.6% | 24,098 | 1.4% | ETF |
AMZN Amazon.com | $1,591,719 | $21,309 ▼ | -1.3% | 8,366 | 1.4% | Retail/Wholesale |
NVDA NVIDIA | $1,562,628 | $88,764 ▲ | 6.0% | 14,418 | 1.4% | Computer and Technology |
AVUV Avantis U.S. Small Cap Value ETF | $1,543,641 | $8,456 ▲ | 0.6% | 17,708 | 1.4% | ETF |
DFAU Dimensional US Core Equity Market ETF | $1,533,340 | $255,051 ▲ | 20.0% | 39,889 | 1.4% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $1,486,256 | $104,048 ▲ | 7.5% | 29,240 | 1.3% | ETF |
BRK.B Berkshire Hathaway | $1,453,816 | $78,282 ▲ | 5.7% | 2,730 | 1.3% | Finance |
IEFA iShares Core MSCI EAFE ETF | $1,422,295 | $16,567 ▼ | -1.2% | 18,801 | 1.3% | ETF |
SCHD Schwab US Dividend Equity ETF | $1,363,432 | $120,730 ▲ | 9.7% | 48,764 | 1.2% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $1,354,735 | $94,177 ▲ | 7.5% | 18,384 | 1.2% | ETF |
GRAYSCALE BITCOIN TRUST ETF
| $1,271,178 | | 0.0% | 19,506 | 1.1% | SHS REP COM UT |
ESGU iShares ESG Aware MSCI USA ETF | $1,201,743 | $5,851 ▲ | 0.5% | 9,858 | 1.1% | Manufacturing |
SCHA Schwab US Small-Cap ETF | $1,146,090 | $59,676 ▲ | 5.5% | 48,916 | 1.0% | ETF |
COST Costco Wholesale | $1,126,885 | $6,623 ▲ | 0.6% | 1,191 | 1.0% | Retail/Wholesale |
VEU Vanguard FTSE All-World ex-US ETF | $1,122,413 | $12,314 ▲ | 1.1% | 18,503 | 1.0% | ETF |
VZ Verizon Communications | $1,025,422 | $509,234 ▲ | 98.7% | 24,039 | 0.9% | Computer and Technology |
XLV Health Care Select Sector SPDR Fund | $981,179 | $13,871 ▲ | 1.4% | 6,720 | 0.9% | ETF |
T AT&T | $947,972 | $6,759 ▼ | -0.7% | 33,521 | 0.9% | Computer and Technology |
DON WisdomTree U.S. MidCap Dividend Fund | $866,845 | $518,925 ▲ | 149.2% | 17,301 | 0.8% | Finance |
ADP Automatic Data Processing | $806,511 | $3,971 ▲ | 0.5% | 2,640 | 0.7% | Business Services |
MDYV SPDR S&P 400 Mid Cap Value ETF | $791,952 | $14,486 ▲ | 1.9% | 10,278 | 0.7% | ETF |
SPY SPDR S&P 500 ETF Trust | $791,160 | $41,404 ▲ | 5.5% | 1,414 | 0.7% | Finance |
DFUS Dimensional U.S. Equity ETF | $777,058 | $1,391 ▼ | -0.2% | 12,848 | 0.7% | ETF |
IVW iShares S&P 500 Growth ETF | $772,093 | $8,076 ▲ | 1.1% | 8,317 | 0.7% | ETF |
IVE iShares S&P 500 Value ETF | $760,250 | $9,911 ▲ | 1.3% | 3,989 | 0.7% | ETF |
MDYG SPDR S&P 400 Mid Cap Growth ETF | $725,758 | $14,064 ▲ | 2.0% | 9,134 | 0.7% | ETF |
TSLA Tesla | $707,591 | $53,393 ▼ | -7.0% | 2,730 | 0.6% | Auto/Tires/Trucks |
CARR Carrier Global | $681,186 | | 0.0% | 10,744 | 0.6% | Computer and Technology |
FEZ SPDR EURO STOXX 50 ETF | $676,458 | $1,578 ▲ | 0.2% | 12,433 | 0.6% | ETF |
GOOG Alphabet | $666,147 | $312 ▲ | 0.0% | 4,264 | 0.6% | Computer and Technology |
JEPI JPMorgan Equity Premium Income ETF | $664,204 | $9,371 ▲ | 1.4% | 11,624 | 0.6% | ETF |
IWF iShares Russell 1000 Growth ETF | $614,816 | $361 ▲ | 0.1% | 1,703 | 0.6% | ETF |
OTIS Otis Worldwide | $552,391 | $516 ▲ | 0.1% | 5,353 | 0.5% | Construction |
IXN iShares Global Tech ETF | $533,500 | $3,408 ▲ | 0.6% | 7,044 | 0.5% | ETF |
VTV Vanguard Value ETF | $491,402 | $2,418 ▲ | 0.5% | 2,845 | 0.4% | ETF |
EFV iShares MSCI EAFE Value ETF | $490,702 | $32,596 ▼ | -6.2% | 8,325 | 0.4% | ETF |
VDC Vanguard Consumer Staples ETF | $484,414 | $7,877 ▲ | 1.7% | 2,214 | 0.4% | ETF |
VUG Vanguard Growth ETF | $470,625 | $371 ▲ | 0.1% | 1,269 | 0.4% | ETF |
JPRE JPMorgan Realty Income ETF | $432,694 | $72,011 ▲ | 20.0% | 8,977 | 0.4% | ETF |
AVGO Broadcom | $420,396 | $837 ▲ | 0.2% | 2,511 | 0.4% | Computer and Technology |
IBM International Business Machines | $415,898 | $249 ▲ | 0.1% | 1,673 | 0.4% | Computer and Technology |
OEF iShares S&P 100 ETF | $410,037 | | 0.0% | 1,514 | 0.4% | ETF |
QQQM Invesco NASDAQ 100 ETF | $397,050 | $54,819 ▲ | 16.0% | 2,057 | 0.4% | ETF |
HIG The Hartford Financial Services Group | $389,883 | $389,883 ▲ | New Holding | 3,151 | 0.4% | Finance |
INVESCO GALAXY BITCOIN ETF
| $387,397 | | 0.0% | 4,712 | 0.4% | COM SHS BEN INT |
ORCL Oracle | $379,854 | $16,777 ▼ | -4.2% | 2,717 | 0.3% | Computer and Technology |
VXUS Vanguard Total International Stock ETF | $366,542 | $196,189 ▼ | -34.9% | 5,902 | 0.3% | ETF |
CMCSA Comcast | $366,042 | $148 ▲ | 0.0% | 9,920 | 0.3% | Consumer Discretionary |
IEMG iShares Core MSCI Emerging Markets ETF | $362,349 | $10,308 ▼ | -2.8% | 6,714 | 0.3% | ETF |
VYM Vanguard High Dividend Yield ETF | $362,055 | $7,349 ▲ | 2.1% | 2,808 | 0.3% | ETF |
HEFA iShares Currency Hedged MSCI EAFE ETF | $338,510 | $34,076 ▼ | -9.1% | 9,328 | 0.3% | ETF |
EFG iShares MSCI EAFE Growth ETF | $330,908 | $10,700 ▼ | -3.1% | 3,309 | 0.3% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $321,002 | $10,637 ▲ | 3.4% | 7,092 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $312,835 | $1,987 ▲ | 0.6% | 2,992 | 0.3% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $296,452 | $358 ▲ | 0.1% | 4,962 | 0.3% | ETF |
MARA MARA | $295,086 | $609 ▲ | 0.2% | 25,660 | 0.3% | Business Services |
SCHV Schwab U.S. Large-Cap Value ETF | $277,850 | $1,090 ▲ | 0.4% | 10,453 | 0.3% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $267,632 | $7,807 ▲ | 3.0% | 2,194 | 0.2% | ETF |
IYK iShares U.S. Consumer Staples ETF | $257,288 | $257,288 ▲ | New Holding | 3,595 | 0.2% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $252,231 | $10,409 ▲ | 4.3% | 4,192 | 0.2% | ETF |
HDV iShares Core High Dividend ETF | $245,798 | $9,086 ▼ | -3.6% | 2,029 | 0.2% | ETF |
VBR Vanguard Small-Cap Value ETF | $240,438 | $1,117 ▲ | 0.5% | 1,291 | 0.2% | ETF |
TRV Travelers Companies | $218,663 | $63,193 ▼ | -22.4% | 827 | 0.2% | Finance |
HD Home Depot | $218,135 | $28,229 ▼ | -11.5% | 595 | 0.2% | Retail/Wholesale |
SUSL iShares ESG MSCI USA Leaders ETF | $215,160 | $192 ▲ | 0.1% | 2,246 | 0.2% | Manufacturing |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $213,132 | $157 ▲ | 0.1% | 8,135 | 0.2% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $210,849 | $19,234 ▲ | 10.0% | 6,391 | 0.2% | ETF |
CSCO Cisco Systems | $208,728 | $123 ▲ | 0.1% | 3,382 | 0.2% | Computer and Technology |
XLF Financial Select Sector SPDR Fund | $208,447 | $249 ▲ | 0.1% | 4,185 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $208,327 | $245 ▲ | 0.1% | 849 | 0.2% | Finance |
ITA iShares U.S. Aerospace & Defense ETF | $205,636 | $89,573 ▼ | -30.3% | 1,343 | 0.2% | ETF |
XLI Industrial Select Sector SPDR Fund | $201,813 | $57,923 ▼ | -22.3% | 1,540 | 0.2% | ETF |
EQIX Equinix | $0 | $247,715 ▼ | -100.0% | 0 | 0.0% | Finance |
MLPA Global X MLP ETF | $0 | $220,453 ▼ | -100.0% | 0 | 0.0% | ETF |
AMAT Applied Materials | $0 | $208,515 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
SOXX iShares Semiconductor ETF | $0 | $204,678 ▼ | -100.0% | 0 | 0.0% | ETF |
