IWF iShares Russell 1000 Growth ETF | $31,340,826 | $304,876 â–¼ | -1.0% | 73,501 | 5.2% | ETF |
NVDA NVIDIA | $29,306,874 | $1,272,597 â–¼ | -4.2% | 168,044 | 4.8% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $17,719,628 | $249,526 â–² | 1.4% | 27,127 | 2.9% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $15,382,901 | $826,598 â–² | 5.7% | 199,312 | 2.5% | ETF |
MSFT Microsoft | $15,171,417 | $619,665 â–¼ | -3.9% | 40,985 | 2.5% | Computer and Technology |
AGG iShares Core U.S. Aggregate Bond ETF | $14,707,545 | $628,478 â–² | 4.5% | 148,157 | 2.4% | Finance |
VGSH Vanguard Short-Term Treasury ETF | $13,890,313 | $376,471 â–² | 2.8% | 237,279 | 2.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $12,755,118 | $38,370 â–¼ | -0.3% | 19,613 | 2.1% | Finance |
IEFA iShares Core MSCI EAFE ETF | $12,697,829 | $744,881 â–² | 6.2% | 140,261 | 2.1% | ETF |
GOOGL Alphabet | $12,077,808 | $495,178 â–¼ | -3.9% | 42,001 | 2.0% | Computer and Technology |
IJH iShares Core S&P Mid-Cap ETF | $11,670,872 | $641,738 â–¼ | -5.2% | 172,825 | 1.9% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $10,930,869 | $40,088 â–² | 0.4% | 56,988 | 1.8% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $10,923,007 | $495,910 â–¼ | -4.3% | 476,779 | 1.8% | ETF |
IWD iShares Russell 1000 Value ETF | $10,312,569 | $122,860 â–¼ | -1.2% | 48,264 | 1.7% | ETF |
VOO Vanguard S&P 500 ETF | $8,348,969 | $197,192 â–¼ | -2.3% | 13,972 | 1.4% | ETF |
LLY Eli Lilly and Company | $8,255,856 | $239,140 â–¼ | -2.8% | 8,976 | 1.4% | Medical |
KO CocaCola | $8,014,910 | $153,317 â–¼ | -1.9% | 105,390 | 1.3% | Consumer Staples |
COST Costco Wholesale | $7,887,740 | $456,365 â–¼ | -5.5% | 7,916 | 1.3% | Retail/Wholesale |
VIGI Vanguard International Dividend Appreciation ETF | $7,720,966 | $391,878 â–¼ | -4.8% | 87,282 | 1.3% | ETF |
JPM JPMorgan Chase & Co. | $7,559,912 | $149,433 â–¼ | -1.9% | 25,700 | 1.2% | Finance |
VCSH Vanguard Short-Term Corporate Bond ETF | $7,189,630 | $185,809 â–¼ | -2.5% | 90,698 | 1.2% | ETF |
EFV iShares MSCI EAFE Value ETF | $7,179,831 | $188,031 â–² | 2.7% | 96,568 | 1.2% | ETF |
ABBV AbbVie | $6,787,210 | $115,705 â–¼ | -1.7% | 31,207 | 1.1% | Medical |
CVX Chevron | $6,398,176 | $24,621 â–¼ | -0.4% | 30,924 | 1.1% | Energy |
TFLO iShares Treasury Floating Rate Bond ETF | $6,255,235 | $227,329 â–² | 3.8% | 123,548 | 1.0% | ETF |
IJR iShares Core S&P Small-Cap ETF | $6,041,839 | $209,711 â–¼ | -3.4% | 48,603 | 1.0% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $6,032,296 | $790,526 â–² | 15.1% | 101,298 | 1.0% | ETF |
NEAR iShares Short Duration Bond Active ETF | $5,671,458 | $136,136 â–¼ | -2.3% | 111,566 | 0.9% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $5,509,268 | $159,287 â–¼ | -2.8% | 70,039 | 0.9% | Manufacturing |
AVGO Broadcom | $5,122,700 | $380,388 â–¼ | -6.9% | 16,551 | 0.8% | Computer and Technology |
QQQ Invesco QQQ | $4,974,714 | $196,818 â–¼ | -3.8% | 8,619 | 0.8% | Finance |
IYW iShares U.S. Technology ETF | $4,962,019 | $3,991 â–¼ | -0.1% | 27,351 | 0.8% | Manufacturing |
CWI SPDR MSCI ACWI ex-US ETF | $4,787,765 | $210,685 â–² | 4.6% | 130,849 | 0.8% | ETF |
XOM ExxonMobil | $4,597,107 | $32,744 â–² | 0.7% | 27,096 | 0.8% | Energy |
USMV iShares MSCI USA Min Vol Factor ETF | $4,439,742 | $97,099 â–² | 2.2% | 47,873 | 0.7% | ETF |
JPIE JPMorgan Income ETF | $4,194,351 | $947,660 â–² | 29.2% | 91,043 | 0.7% | ETF |
GOOG Alphabet | $4,178,689 | $267,067 â–¼ | -6.0% | 14,567 | 0.7% | Computer and Technology |
JNJ Johnson & Johnson | $4,128,591 | $112,442 â–¼ | -2.7% | 16,890 | 0.7% | Medical |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $4,128,049 | $376,727 â–¼ | -8.4% | 28,983 | 0.7% | ETF |
V Visa | $4,079,636 | $21,459 â–² | 0.5% | 13,498 | 0.7% | Business Services |
PG Procter & Gamble | $3,816,538 | $435,775 â–¼ | -10.2% | 26,423 | 0.6% | Consumer Staples |
IUSB iShares Core Total USD Bond Market ETF | $3,773,123 | $169,102 â–¼ | -4.3% | 81,687 | 0.6% | Manufacturing |
IWO iShares Russell 2000 Growth ETF | $3,692,916 | $9,414 â–¼ | -0.3% | 11,768 | 0.6% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $3,690,061 | $211,569 â–¼ | -5.4% | 39,156 | 0.6% | ETF |
TSM Taiwan Semiconductor Manufacturing | $3,269,329 | $168,975 â–¼ | -4.9% | 9,674 | 0.5% | Computer and Technology |
VYM Vanguard High Dividend Yield ETF | $3,094,994 | $236,220 â–¼ | -7.1% | 20,898 | 0.5% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $3,077,891 | $464,965 â–¼ | -13.1% | 48,032 | 0.5% | ETF |
CSCO Cisco Systems | $2,967,351 | $93,651 â–¼ | -3.1% | 38,244 | 0.5% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $2,963,312 | $82,153 â–¼ | -2.7% | 13,779 | 0.5% | ETF |
IVW iShares S&P 500 Growth ETF | $2,884,757 | $32,236 â–¼ | -1.1% | 25,504 | 0.5% | ETF |
TT Trane Technologies | $2,830,498 | $185,449 â–¼ | -6.1% | 6,792 | 0.5% | Construction |
MRK Merck & Co., Inc. | $2,608,128 | $126,786 â–¼ | -4.6% | 21,682 | 0.4% | Medical |
WALMART INC
| $2,597,328 | $73,201 â–¼ | -2.7% | 20,899 | 0.4% | Equities |
EFA iShares MSCI EAFE ETF | $2,580,355 | $48,079 â–¼ | -1.8% | 26,566 | 0.4% | Finance |
VGK Vanguard FTSE Europe ETF | $2,573,135 | $240,696 â–² | 10.3% | 31,216 | 0.4% | ETF |
IBM International Business Machines | $2,390,208 | $25,451 â–¼ | -1.1% | 9,861 | 0.4% | Computer and Technology |
CAT Caterpillar | $2,369,090 | $12,752 â–¼ | -0.5% | 3,344 | 0.4% | Industrials |
GS The Goldman Sachs Group | $2,323,935 | $59,219 â–¼ | -2.5% | 2,747 | 0.4% | Finance |
STIP iShares 0-5 Year TIPS Bond ETF | $2,308,558 | $127,219 â–¼ | -5.2% | 22,320 | 0.4% | ETF |
VPL Vanguard FTSE Pacific ETF | $2,243,294 | $267,585 â–² | 13.5% | 22,954 | 0.4% | ETF |
GLD SPDR Gold Shares | $2,231,484 | $72,719 â–¼ | -3.2% | 5,186 | 0.4% | Finance |
IWM iShares Russell 2000 ETF | $2,056,664 | $58,280 â–¼ | -2.8% | 8,293 | 0.3% | Finance |
META Meta Platforms | $2,004,172 | $86,392 â–¼ | -4.1% | 3,503 | 0.3% | Computer and Technology |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $1,999,954 | $44,918 â–² | 2.3% | 37,579 | 0.3% | Manufacturing |
CWB SPDR Bloomberg Convertible Securities ETF | $1,999,346 | $32,490 â–¼ | -1.6% | 21,846 | 0.3% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $1,991,352 | $86,365 â–² | 4.5% | 26,516 | 0.3% | ETF |
ETN Eaton | $1,954,309 | $11,803 â–¼ | -0.6% | 5,464 | 0.3% | Industrials |
VTV Vanguard Value ETF | $1,920,013 | $98,100 â–² | 5.4% | 9,786 | 0.3% | ETF |
MA Mastercard | $1,918,695 | $203,362 â–¼ | -9.6% | 3,840 | 0.3% | Business Services |
DIS Walt Disney | $1,907,264 | $154,979 â–¼ | -7.5% | 19,789 | 0.3% | Consumer Discretionary |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $1,890,138 | $139,016 â–² | 7.9% | 77,976 | 0.3% | ETF |
MU Micron Technology | $1,858,795 | $5,068 â–² | 0.3% | 5,502 | 0.3% | Computer and Technology |
CSL Carlisle Companies | $1,856,595 | | 0.0% | 5,565 | 0.3% | Multi-Sector Conglomerates |
IWR iShares Russell Mid-Cap ETF | $1,831,813 | $42,490 â–¼ | -2.3% | 18,840 | 0.3% | ETF |
UNP Union Pacific | $1,808,490 | $283,865 â–¼ | -13.6% | 7,454 | 0.3% | Transportation |
XLV Health Care Select Sector SPDR Fund | $1,805,062 | $7,330 â–¼ | -0.4% | 12,312 | 0.3% | ETF |
VNQ Vanguard Real Estate ETF | $1,800,610 | $191,237 â–² | 11.9% | 20,300 | 0.3% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $1,762,321 | $138,871 â–² | 8.6% | 72,703 | 0.3% | ETF |
MCD McDonald's | $1,758,449 | $23,309 â–² | 1.3% | 5,658 | 0.3% | Retail/Wholesale |
KLAC KLA | $1,738,916 | $432,888 â–¼ | -19.9% | 1,181 | 0.3% | Computer and Technology |
COP ConocoPhillips | $1,738,572 | $52,800 â–¼ | -2.9% | 13,171 | 0.3% | Energy |
ECL Ecolab | $1,715,297 | $111,728 â–¼ | -6.1% | 6,448 | 0.3% | Basic Materials |
GWW W.W. Grainger | $1,709,299 | $57,813 â–¼ | -3.3% | 1,567 | 0.3% | Industrials |
TJX TJX Companies | $1,706,714 | $200,424 â–¼ | -10.5% | 10,687 | 0.3% | Retail/Wholesale |
VZ Verizon Communications | $1,676,580 | $42,921 â–¼ | -2.5% | 33,398 | 0.3% | Computer and Technology |
AMP Ameriprise Financial | $1,666,944 | $284,860 â–¼ | -14.6% | 3,751 | 0.3% | Finance |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $1,644,174 | $33,204 â–¼ | -2.0% | 71,751 | 0.3% | Manufacturing |
BLACKROCK INC
| $1,629,136 | $4,809 â–² | 0.3% | 1,694 | 0.3% | Equities |
LOW Lowe's Companies | $1,575,515 | $135,861 â–¼ | -7.9% | 6,668 | 0.3% | Retail/Wholesale |
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | $1,564,702 | $149,373 â–¼ | -8.7% | 39,020 | 0.3% | Finance |
PEP PepsiCo | $1,554,763 | $17,082 â–² | 1.1% | 10,012 | 0.3% | Consumer Staples |
FDX FedEx | $1,530,506 | $33,481 â–¼ | -2.1% | 4,297 | 0.3% | Transportation |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $1,528,089 | $37,638 â–¼ | -2.4% | 68,127 | 0.3% | Manufacturing |
MCK McKesson | $1,510,918 | $129,804 â–¼ | -7.9% | 1,746 | 0.2% | Medical |
DE Deere & Company | $1,444,864 | $48,444 â–² | 3.5% | 2,565 | 0.2% | Industrials |
ITW Illinois Tool Works | $1,437,842 | $36,961 â–¼ | -2.5% | 5,524 | 0.2% | Industrials |
NEE NextEra Energy | $1,435,182 | | 0.0% | 15,452 | 0.2% | Utilities |
XLY Consumer Discretionary Select Sector SPDR Fund | $1,431,779 | $71,927 â–¼ | -4.8% | 13,138 | 0.2% | Finance |
EMR Emerson Electric | $1,425,891 | $4,193 â–¼ | -0.3% | 10,883 | 0.2% | Industrials |
ESGU iShares ESG Aware MSCI USA ETF | $1,409,816 | $385,794 â–¼ | -21.5% | 9,969 | 0.2% | Manufacturing |
