NVDA NVIDIA | $36,299,139 | $1,160,154 ▼ | -3.1% | 194,550 | 5.6% | Computer and Technology |
IWF iShares Russell 1000 Growth ETF | $35,036,132 | $524,619 ▼ | -1.5% | 74,798 | 5.4% | ETF |
MSFT Microsoft | $24,227,630 | $1,999,805 ▼ | -7.6% | 46,776 | 3.8% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $18,097,203 | $1,036,746 ▲ | 6.1% | 27,039 | 2.8% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $14,997,497 | $1,042,580 ▼ | -6.5% | 192,054 | 2.3% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $14,284,222 | $424,960 ▲ | 3.1% | 142,486 | 2.2% | Finance |
SPY SPDR S&P 500 ETF Trust | $13,231,667 | $189,861 ▼ | -1.4% | 19,862 | 2.1% | Finance |
VGSH Vanguard Short-Term Treasury ETF | $13,148,032 | $946,014 ▼ | -6.7% | 223,416 | 2.0% | ETF |
GOOGL Alphabet | $12,974,734 | $103,318 ▲ | 0.8% | 53,372 | 2.0% | Computer and Technology |
IJH iShares Core S&P Mid-Cap ETF | $12,163,094 | $346,531 ▼ | -2.8% | 186,379 | 1.9% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $12,066,953 | $345,575 ▲ | 2.9% | 521,927 | 1.9% | ETF |
IEFA iShares Core MSCI EAFE ETF | $11,692,642 | $1,290,704 ▲ | 12.4% | 133,921 | 1.8% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $11,315,816 | $224,842 ▲ | 2.0% | 58,179 | 1.8% | ETF |
IWD iShares Russell 1000 Value ETF | $10,007,874 | $112,789 ▼ | -1.1% | 49,157 | 1.6% | ETF |
JPM JPMorgan Chase & Co. | $8,985,339 | $68,448 ▼ | -0.8% | 28,486 | 1.4% | Finance |
VIGI Vanguard International Dividend Appreciation ETF | $8,556,533 | $792,157 ▲ | 10.2% | 95,529 | 1.3% | ETF |
COST Costco Wholesale | $8,540,788 | $139,770 ▼ | -1.6% | 9,227 | 1.3% | Retail/Wholesale |
VCSH Vanguard Short-Term Corporate Bond ETF | $8,090,834 | $416,915 ▼ | -4.9% | 101,224 | 1.3% | ETF |
ABBV AbbVie | $7,948,537 | $356,572 ▲ | 4.7% | 34,329 | 1.2% | Medical |
LLY Eli Lilly and Company | $7,485,030 | $454,748 ▼ | -5.7% | 9,810 | 1.2% | Medical |
AVGO Broadcom | $7,355,344 | $394,242 ▲ | 5.7% | 22,295 | 1.1% | Computer and Technology |
KO CocaCola | $7,172,973 | $145,373 ▲ | 2.1% | 108,157 | 1.1% | Consumer Staples |
EFV iShares MSCI EAFE Value ETF | $6,307,105 | $1,005,105 ▲ | 19.0% | 92,984 | 1.0% | ETF |
IJR iShares Core S&P Small-Cap ETF | $6,192,707 | $574,187 ▼ | -8.5% | 52,114 | 1.0% | ETF |
TFLO iShares Treasury Floating Rate Bond ETF | $6,033,212 | $505,242 ▲ | 9.1% | 119,257 | 0.9% | ETF |
NEAR iShares Short Duration Bond Active ETF | $5,909,404 | $307,475 ▼ | -4.9% | 115,238 | 0.9% | ETF |
IYW iShares U.S. Technology ETF | $5,556,157 | $42,502 ▲ | 0.8% | 28,368 | 0.9% | Manufacturing |
QQQ Invesco QQQ | $5,483,179 | $86,453 ▼ | -1.6% | 9,133 | 0.9% | Finance |
PG Procter & Gamble | $5,161,872 | $277,338 ▲ | 5.7% | 33,595 | 0.8% | Consumer Staples |
EMXC iShares MSCI Emerging Markets ex China ETF | $4,914,120 | $331,407 ▲ | 7.2% | 72,791 | 0.8% | Manufacturing |
USMV iShares MSCI USA Min Vol Factor ETF | $4,889,720 | $288,084 ▲ | 6.3% | 51,395 | 0.8% | ETF |
CVX Chevron | $4,711,033 | $122,990 ▼ | -2.5% | 30,337 | 0.7% | Energy |
V Visa | $4,653,010 | $651,353 ▲ | 16.3% | 13,630 | 0.7% | Business Services |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $4,604,433 | $213,960 ▼ | -4.4% | 31,613 | 0.7% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $4,484,421 | $485,042 ▲ | 12.1% | 74,703 | 0.7% | ETF |
CWI SPDR MSCI ACWI ex-US ETF | $4,479,607 | $132,731 ▲ | 3.1% | 128,282 | 0.7% | ETF |
GOOG Alphabet | $4,046,097 | $59,183 ▲ | 1.5% | 16,613 | 0.6% | Computer and Technology |
IWO iShares Russell 2000 Growth ETF | $3,812,316 | $406,451 ▼ | -9.6% | 11,912 | 0.6% | ETF |
TT Trane Technologies | $3,660,081 | $18,566 ▲ | 0.5% | 8,674 | 0.6% | Construction |
VYMI Vanguard International High Dividend Yield ETF | $3,518,623 | $130,068 ▲ | 3.8% | 41,552 | 0.5% | ETF |
VYM Vanguard High Dividend Yield ETF | $3,350,945 | $80,905 ▼ | -2.4% | 23,774 | 0.5% | ETF |
JNJ Johnson & Johnson | $3,231,315 | $710,900 ▼ | -18.0% | 17,427 | 0.5% | Medical |
VIG Vanguard Dividend Appreciation ETF | $3,161,324 | $266,501 ▼ | -7.8% | 14,650 | 0.5% | ETF |
IVW iShares S&P 500 Growth ETF | $3,113,248 | $19,919 ▼ | -0.6% | 25,789 | 0.5% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $3,111,945 | $546,111 ▲ | 21.3% | 51,935 | 0.5% | ETF |
CSCO Cisco Systems | $3,048,317 | $150,592 ▲ | 5.2% | 44,553 | 0.5% | Computer and Technology |
XOM Exxon Mobil | $3,030,382 | $282,664 ▼ | -8.5% | 26,877 | 0.5% | Energy |
VOO Vanguard S&P 500 ETF | $2,984,128 | $224,131 ▲ | 8.1% | 4,873 | 0.5% | ETF |
MA Mastercard | $2,954,968 | $126,276 ▲ | 4.5% | 5,195 | 0.5% | Business Services |
DIS Walt Disney | $2,927,651 | $63,662 ▼ | -2.1% | 25,569 | 0.5% | Consumer Discretionary |
TSM Taiwan Semiconductor Manufacturing | $2,858,812 | $326,490 ▼ | -10.2% | 10,236 | 0.4% | Computer and Technology |
ESGD iShares ESG Aware MSCI EAFE ETF | $2,836,076 | $57,741 ▼ | -2.0% | 30,502 | 0.4% | Manufacturing |
IUSB iShares Core Total USD Bond Market ETF | $2,830,533 | $312,957 ▲ | 12.4% | 60,598 | 0.4% | Manufacturing |
IBM International Business Machines | $2,818,778 | $5,925 ▼ | -0.2% | 9,990 | 0.4% | Computer and Technology |
JPIE JPMorgan Income ETF | $2,761,998 | $1,689,974 ▲ | 157.6% | 59,513 | 0.4% | ETF |
META Meta Platforms | $2,669,472 | $126,313 ▲ | 5.0% | 3,635 | 0.4% | Computer and Technology |
AMP Ameriprise Financial | $2,664,049 | $4,913 ▼ | -0.2% | 5,423 | 0.4% | Finance |
ORCL Oracle | $2,650,968 | $79,872 ▼ | -2.9% | 9,426 | 0.4% | Computer and Technology |
UNP Union Pacific | $2,572,887 | $617,635 ▼ | -19.4% | 10,885 | 0.4% | Transportation |
STIP iShares 0-5 Year TIPS Bond ETF | $2,556,093 | $620,160 ▲ | 32.0% | 24,730 | 0.4% | ETF |
EFA iShares MSCI EAFE ETF | $2,536,490 | $47,058 ▲ | 1.9% | 27,166 | 0.4% | Finance |
TJX TJX Companies | $2,420,467 | $69,524 ▲ | 3.0% | 16,746 | 0.4% | Retail/Wholesale |
LOW Lowe's Companies | $2,299,738 | $267,394 ▲ | 13.2% | 9,151 | 0.4% | Retail/Wholesale |
MRK Merck & Co., Inc. | $2,293,723 | $217,127 ▼ | -8.6% | 27,329 | 0.4% | Medical |
ECL Ecolab | $2,288,648 | $19,992 ▼ | -0.9% | 8,357 | 0.4% | Basic Materials |
GS The Goldman Sachs Group | $2,252,874 | $400,564 ▲ | 21.6% | 2,829 | 0.3% | Finance |
WMT Walmart | $2,159,004 | $144,078 ▼ | -6.3% | 20,949 | 0.3% | Retail/Wholesale |
ETN Eaton | $2,150,067 | $29,192 ▲ | 1.4% | 5,745 | 0.3% | Industrials |
VGK Vanguard FTSE Europe ETF | $2,119,169 | $799,037 ▲ | 60.5% | 26,556 | 0.3% | ETF |
KLAC KLA | $2,116,213 | $128,353 ▲ | 6.5% | 1,962 | 0.3% | Computer and Technology |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $2,116,001 | $42,028 ▲ | 2.0% | 39,120 | 0.3% | Manufacturing |
BKNG Booking | $2,111,115 | $145,780 ▲ | 7.4% | 391 | 0.3% | Retail/Wholesale |
IWM iShares Russell 2000 ETF | $2,076,259 | $19,599 ▲ | 1.0% | 8,581 | 0.3% | Finance |
CWB SPDR Bloomberg Convertible Securities ETF | $2,033,536 | $185,163 ▼ | -8.3% | 22,470 | 0.3% | ETF |
GLD SPDR Gold Shares | $1,928,780 | $30,926 ▲ | 1.6% | 5,426 | 0.3% | Finance |
ESGU iShares ESG Aware MSCI USA ETF | $1,902,555 | $2,097,513 ▼ | -52.4% | 13,067 | 0.3% | Manufacturing |
BLACKROCK INC
| $1,901,534 | $11,659 ▲ | 0.6% | 1,631 | 0.3% | Equities |
IWR iShares Russell Mid-Cap ETF | $1,864,284 | $457,550 ▲ | 32.5% | 19,309 | 0.3% | ETF |
ITW Illinois Tool Works | $1,832,360 | $187,486 ▲ | 11.4% | 7,027 | 0.3% | Industrials |
CSL Carlisle Companies | $1,830,662 | $16,448 ▲ | 0.9% | 5,565 | 0.3% | Multi-Sector Conglomerates |
VEU Vanguard FTSE All-World ex-US ETF | $1,810,371 | | 0.0% | 25,366 | 0.3% | ETF |
XLV Health Care Select Sector SPDR Fund | $1,752,011 | $160,881 ▼ | -8.4% | 12,589 | 0.3% | ETF |
MCD McDonald's | $1,701,176 | $24,007 ▲ | 1.4% | 5,598 | 0.3% | Retail/Wholesale |
VPL Vanguard FTSE Pacific ETF | $1,696,717 | $586,508 ▲ | 52.8% | 19,316 | 0.3% | ETF |
VNQ Vanguard Real Estate ETF | $1,696,572 | $105,499 ▼ | -5.9% | 18,558 | 0.3% | ETF |
ARISTA NETWORKS INC
| $1,695,482 | $796,451 ▲ | 88.6% | 11,636 | 0.3% | Equities |
XLY Consumer Discretionary Select Sector SPDR Fund | $1,653,276 | $38,342 ▼ | -2.3% | 6,899 | 0.3% | Finance |
PANW Palo Alto Networks | $1,650,136 | | 0.0% | 8,104 | 0.3% | Computer and Technology |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $1,610,287 | $468,570 ▲ | 41.0% | 70,165 | 0.3% | Manufacturing |
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | $1,606,531 | $66,091 ▼ | -4.0% | 42,344 | 0.2% | Finance |
CAT Caterpillar | $1,596,067 | $48,192 ▲ | 3.1% | 3,345 | 0.2% | Industrials |
GWW W.W. Grainger | $1,567,619 | $10,483 ▼ | -0.7% | 1,645 | 0.2% | Industrials |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $1,567,351 | $299,959 ▲ | 23.7% | 64,500 | 0.2% | ETF |
HD Home Depot | $1,547,015 | $793,362 ▼ | -33.9% | 3,818 | 0.2% | Retail/Wholesale |
SCHW Charles Schwab | $1,545,946 | $48,117 ▼ | -3.0% | 16,193 | 0.2% | Finance |
DES WisdomTree U.S. SmallCap Dividend Fund | $1,506,069 | $137,145 ▲ | 10.0% | 44,717 | 0.2% | Finance |
PH Parker-Hannifin | $1,498,104 | $1,017,437 ▲ | 211.7% | 1,976 | 0.2% | Industrials |
VZ Verizon Communications | $1,483,709 | $63,332 ▼ | -4.1% | 33,759 | 0.2% | Computer and Technology |
MCK McKesson | $1,479,414 | $193,135 ▼ | -11.5% | 1,915 | 0.2% | Medical |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $1,475,736 | $347,394 ▲ | 30.8% | 65,530 | 0.2% | Manufacturing |
