IWF iShares Russell 1000 Growth ETF | $35,501,569 | $26,374,950 â–² | 289.0% | 285,911 | 5.3% | ETF |
NVDA NVIDIA | $31,776,493 | $1,847,431 â–¼ | -5.5% | 158,811 | 4.8% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $19,298,895 | $1,016,244 â–¼ | -5.0% | 25,770 | 2.9% | ETF |
MSFT Microsoft | $15,211,756 | $76,469 â–¼ | -0.5% | 40,780 | 2.3% | Computer and Technology |
BIV Vanguard Intermediate-Term Bond ETF | $15,158,374 | $128,856 â–¼ | -0.8% | 197,632 | 2.3% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $14,941,031 | $276,451 â–² | 1.9% | 150,950 | 2.2% | Finance |
GOOGL Alphabet | $14,673,969 | $335,928 â–¼ | -2.2% | 41,061 | 2.2% | Computer and Technology |
VGSH Vanguard Short-Term Treasury ETF | $14,360,442 | $550,805 â–² | 4.0% | 246,743 | 2.1% | ETF |
SPY SPDR S&P 500 ETF Trust | $14,228,956 | $417,444 â–¼ | -2.9% | 19,054 | 2.1% | Finance |
IEFA iShares Core MSCI EAFE ETF | $13,843,971 | $297,563 â–² | 2.2% | 143,342 | 2.1% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $12,878,295 | $448,240 â–¼ | -3.4% | 167,012 | 1.9% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $11,801,165 | $703,712 â–¼ | -5.6% | 53,781 | 1.8% | ETF |
IWD iShares Russell 1000 Value ETF | $11,303,784 | $396,858 â–¼ | -3.4% | 46,627 | 1.7% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $10,992,421 | $131,395 â–² | 1.2% | 482,547 | 1.6% | ETF |
LLY Eli Lilly and Company | $10,847,645 | $81,561 â–² | 0.8% | 9,044 | 1.6% | Medical |
VOO Vanguard S&P 500 ETF | $9,590,615 | $5,494 â–¼ | -0.1% | 13,964 | 1.4% | ETF |
KO CocaCola | $8,565,045 | | 0.0% | 105,390 | 1.3% | Consumer Staples |
JPM JPMorgan Chase & Co. | $8,465,081 | $52,700 â–² | 0.6% | 25,861 | 1.3% | Finance |
VIGI Vanguard International Dividend Appreciation ETF | $8,159,825 | $9,431 â–² | 0.1% | 87,383 | 1.2% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $7,574,599 | $409,609 â–² | 5.7% | 74,043 | 1.1% | Manufacturing |
EFV iShares MSCI EAFE Value ETF | $7,482,839 | $90,559 â–² | 1.2% | 97,751 | 1.1% | ETF |
ABBV AbbVie | $7,415,328 | $437,602 â–¼ | -5.6% | 29,468 | 1.1% | Medical |
VCSH Vanguard Short-Term Corporate Bond ETF | $7,298,895 | $131,032 â–² | 1.8% | 92,356 | 1.1% | ETF |
COST Costco Wholesale | $7,155,411 | $249,771 â–¼ | -3.4% | 7,649 | 1.1% | Retail/Wholesale |
IYW iShares U.S. Technology ETF | $6,872,007 | $26,736 â–¼ | -0.4% | 27,245 | 1.0% | Manufacturing |
TFLO iShares Treasury Floating Rate Bond ETF | $6,726,854 | $471,618 â–² | 7.5% | 132,863 | 1.0% | ETF |
IJR iShares Core S&P Small-Cap ETF | $6,625,749 | $582,562 â–¼ | -8.1% | 44,675 | 1.0% | ETF |
AVGO Broadcom | $6,240,430 | $11,710 â–¼ | -0.2% | 16,520 | 0.9% | Computer and Technology |
QQQ Invesco QQQ | $6,238,780 | $108,251 â–¼ | -1.7% | 8,472 | 0.9% | Finance |
MU Micron Technology | $6,232,012 | $118,892 â–¼ | -1.9% | 5,399 | 0.9% | Computer and Technology |
NEAR iShares Short Duration Bond Active ETF | $5,690,587 | $38,654 â–² | 0.7% | 112,329 | 0.9% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $5,496,877 | $477,679 â–¼ | -8.0% | 93,199 | 0.8% | ETF |
CWI SPDR MSCI ACWI ex-US ETF | $5,286,002 | $35,627 â–¼ | -0.7% | 129,973 | 0.8% | ETF |
GOOG Alphabet | $5,102,085 | $44,873 â–¼ | -0.9% | 14,440 | 0.8% | Computer and Technology |
CVX Chevron | $4,980,425 | $145,537 â–¼ | -2.8% | 30,046 | 0.7% | Energy |
V Visa | $4,897,610 | $266,581 â–² | 5.8% | 14,275 | 0.7% | Business Services |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $4,581,491 | $179,547 â–¼ | -3.8% | 27,890 | 0.7% | ETF |
TSM Taiwan Semiconductor Manufacturing | $4,562,704 | $57,308 â–¼ | -1.2% | 9,554 | 0.7% | Computer and Technology |
CSCO Cisco Systems | $4,469,940 | $22,200 â–¼ | -0.5% | 38,055 | 0.7% | Computer and Technology |
IWO iShares Russell 2000 Growth ETF | $4,467,507 | $168,615 â–¼ | -3.6% | 11,340 | 0.7% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $4,376,294 | $241,536 â–¼ | -5.2% | 45,369 | 0.7% | ETF |
JPIE JPMorgan Income ETF | $4,340,627 | $148,097 â–² | 3.5% | 94,259 | 0.6% | ETF |
JNJ Johnson & Johnson | $4,340,093 | $50,540 â–² | 1.2% | 17,089 | 0.6% | Medical |
PG Procter & Gamble | $3,867,776 | $6,892 â–¼ | -0.2% | 26,376 | 0.6% | Consumer Staples |
VEA Vanguard FTSE Developed Markets ETF | $3,865,740 | $443,460 â–² | 13.0% | 54,256 | 0.6% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $3,854,939 | $9,820 â–² | 0.3% | 39,256 | 0.6% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $3,784,162 | $14,307 â–² | 0.4% | 81,997 | 0.6% | Manufacturing |
KLAC KLA | $3,748,747 | $3,392,427 â–² | 952.1% | 12,425 | 0.6% | Computer and Technology |
XOM ExxonMobil | $3,710,034 | $5,469 â–² | 0.1% | 27,136 | 0.6% | Energy |
CAT Caterpillar | $3,554,636 | $6,389 â–¼ | -0.2% | 3,338 | 0.5% | Industrials |
IVW iShares S&P 500 Growth ETF | $3,473,183 | $34,383 â–¼ | -1.0% | 25,254 | 0.5% | ETF |
TT Trane Technologies | $3,299,613 | $36,346 â–¼ | -1.1% | 6,718 | 0.5% | Construction |
VYM Vanguard High Dividend Yield ETF | $3,286,708 | $15,803 â–¼ | -0.5% | 20,798 | 0.5% | Financial Services |
VIG Vanguard Dividend Appreciation ETF | $3,105,637 | $154,749 â–¼ | -4.7% | 13,125 | 0.5% | ETF |
VGK Vanguard FTSE Europe ETF | $2,819,822 | $55,957 â–² | 2.0% | 31,848 | 0.4% | ETF |
GS The Goldman Sachs Group | $2,775,199 | $3,034 â–¼ | -0.1% | 2,744 | 0.4% | Finance |
EFA iShares MSCI EAFE ETF | $2,759,676 | | 0.0% | 26,566 | 0.4% | Finance |
MRK Merck & Co., Inc. | $2,727,156 | $58,982 â–¼ | -2.1% | 21,223 | 0.4% | Medical |
IBM International Business Machines | $2,668,964 | $104,048 â–¼ | -3.8% | 9,491 | 0.4% | Computer and Technology |
VPL Vanguard FTSE Pacific ETF | $2,666,539 | $10,991 â–² | 0.4% | 23,049 | 0.4% | ETF |
PANW Palo Alto Networks | $2,601,301 | $36,830 â–¼ | -1.4% | 7,628 | 0.4% | Computer and Technology |
LAM RESEARCH CORP
| $2,507,247 | $211,898 â–¼ | -7.8% | 5,786 | 0.4% | Equities |
IWM iShares Russell 2000 ETF | $2,449,569 | $42,063 â–¼ | -1.7% | 8,153 | 0.4% | Finance |
STIP iShares 0-5 Year TIPS Bond ETF | $2,397,695 | $117,484 â–² | 5.2% | 23,470 | 0.4% | ETF |
WALMART INC
| $2,346,973 | $20,047 â–¼ | -0.8% | 20,722 | 0.4% | Equities |
CWB SPDR Bloomberg Convertible Securities ETF | $2,259,260 | $96,175 â–¼ | -4.1% | 20,954 | 0.3% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $2,220,715 | | 0.0% | 26,516 | 0.3% | ETF |
VTV Vanguard Value ETF | $2,138,111 | $5,448 â–² | 0.3% | 9,811 | 0.3% | ETF |
ETN Eaton | $2,132,305 | $196,015 â–¼ | -8.4% | 5,004 | 0.3% | Industrials |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $2,125,737 | $127,661 â–² | 6.4% | 39,980 | 0.3% | Manufacturing |
GWW W.W. Grainger | $2,099,097 | $32,650 â–¼ | -1.5% | 1,543 | 0.3% | Industrials |
IWR iShares Russell Mid-Cap ETF | $2,078,870 | $441 â–² | 0.0% | 18,844 | 0.3% | ETF |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $2,061,794 | $419,413 â–² | 25.5% | 90,074 | 0.3% | Manufacturing |
VNQ Vanguard Real Estate ETF | $2,053,380 | $95,851 â–² | 4.9% | 21,294 | 0.3% | ETF |
CSL Carlisle Companies | $2,049,538 | $30,834 â–² | 1.5% | 5,650 | 0.3% | Multi-Sector Conglomerates |
DIS Walt Disney | $2,042,425 | $137,734 â–² | 7.2% | 21,220 | 0.3% | Consumer Discretionary |
MA Mastercard | $2,038,478 | $66,254 â–² | 3.4% | 3,969 | 0.3% | Business Services |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $2,034,216 | $510,215 â–² | 33.5% | 90,935 | 0.3% | Manufacturing |
META Meta Platforms | $1,950,110 | $23,095 â–¼ | -1.2% | 3,462 | 0.3% | Computer and Technology |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $1,936,195 | $46,837 â–² | 2.5% | 79,909 | 0.3% | ETF |
GLD SPDR Gold Shares | $1,908,577 | $1,842 â–¼ | -0.1% | 5,181 | 0.3% | Finance |
XLV Health Care Select Sector SPDR Fund | $1,882,660 | $70,762 â–¼ | -3.6% | 11,866 | 0.3% | ETF |
UNP Union Pacific | $1,868,912 | $158,576 â–¼ | -7.8% | 6,871 | 0.3% | Transportation |
IBTI iShares iBonds Dec 2028 Term Treasury ETF | $1,819,798 | $505,301 â–² | 38.4% | 82,195 | 0.3% | Manufacturing |
VO Vanguard Mid-Cap ETF | $1,804,929 | $1,439,544 â–² | 394.0% | 22,402 | 0.3% | ETF |
TJX TJX Companies | $1,786,186 | $167,105 â–² | 10.3% | 11,790 | 0.3% | Retail/Wholesale |
ECL Ecolab | $1,785,333 | $11,144 â–¼ | -0.6% | 6,408 | 0.3% | Basic Materials |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $1,767,673 | $6,806 â–² | 0.4% | 72,984 | 0.3% | ETF |
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | $1,740,628 | $178,376 â–¼ | -9.3% | 35,393 | 0.3% | Finance |
BLACKROCK INC
| $1,668,306 | $39,424 â–² | 2.4% | 1,735 | 0.2% | Equities |
AMP Ameriprise Financial | $1,651,077 | $69,732 â–¼ | -4.1% | 3,599 | 0.2% | Finance |
DE Deere & Company | $1,642,915 | $15,858 â–² | 1.0% | 2,590 | 0.2% | Industrials |
MDY SPDR S&P MidCap 400 ETF Trust | $1,620,495 | $103,391 â–² | 6.8% | 2,304 | 0.2% | ETF |
LOW Lowe's Companies | $1,565,038 | $94,811 â–² | 6.4% | 7,098 | 0.2% | Retail/Wholesale |
ESGU iShares ESG Aware MSCI USA ETF | $1,562,230 | $69,396 â–¼ | -4.3% | 9,545 | 0.2% | Manufacturing |
MCD McDonald's | $1,549,417 | $20,003 â–² | 1.3% | 5,732 | 0.2% | Retail/Wholesale |
ITW Illinois Tool Works | $1,530,048 | $35,972 â–² | 2.4% | 5,657 | 0.2% | Industrials |
XLY Consumer Discretionary Select Sector SPDR Fund | $1,527,807 | $13,018 â–¼ | -0.8% | 13,027 | 0.2% | Finance |
ARISTA NETWORKS INC
| $1,510,063 | $351,482 â–² | 30.3% | 8,889 | 0.2% | Equities |
ACWI iShares MSCI ACWI ETF | $1,501,732 | $41,126 â–² | 2.8% | 9,567 | 0.2% | Manufacturing |
