VTI Vanguard Total Stock Market ETF | $243,509,082 | $12,321,663 ▲ | 5.3% | 759,045 | 18.2% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $72,292,988 | $3,013,072 ▲ | 4.3% | 944,513 | 5.4% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $60,568,872 | $78,763 ▲ | 0.1% | 1,210,409 | 4.5% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $58,698,129 | $105,876 ▲ | 0.2% | 1,159,813 | 4.4% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $55,927,971 | $30,243,990 ▼ | -35.1% | 988,476 | 4.2% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $54,072,691 | $55,339 ▲ | 0.1% | 2,110,566 | 4.0% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $44,963,582 | $108,296 ▼ | -0.2% | 1,323,626 | 3.4% | ETF |
VXUS Vanguard Total International Stock ETF | $41,759,949 | $338,359 ▲ | 0.8% | 541,563 | 3.1% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $36,062,151 | $887,212 ▲ | 2.5% | 456,136 | 2.7% | ETF |
BND Vanguard Total Bond Market ETF | $35,706,546 | $709,521 ▲ | 2.0% | 484,880 | 2.7% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $31,525,056 | $2,331,249 ▼ | -6.9% | 285,372 | 2.4% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $31,492,102 | $30,714,215 ▲ | 3,948.4% | 390,672 | 2.4% | ETF |
VIOV Vanguard S&P Small-Cap 600 Value ETF | $30,188,537 | $1,297,288 ▼ | -4.1% | 296,722 | 2.3% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $27,644,578 | $48,343 ▼ | -0.2% | 605,577 | 2.1% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $23,331,523 | $263,354 ▼ | -1.1% | 600,399 | 1.7% | ETF |
BRK.B Berkshire Hathaway | $19,318,995 | $179,221 ▲ | 0.9% | 40,315 | 1.4% | Finance |
VOO Vanguard S&P 500 ETF | $17,741,472 | $1,074,408 ▲ | 6.4% | 29,690 | 1.3% | ETF |
VXF Vanguard Extended Market ETF | $17,333,530 | $886,588 ▲ | 5.4% | 84,225 | 1.3% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $17,233,645 | $114,367 ▲ | 0.7% | 367,377 | 1.3% | ETF |
AAPL Apple | $17,165,534 | $419,767 ▼ | -2.4% | 67,637 | 1.3% | Computer and Technology |
TSPA T. Rowe Price U.S. Equity Research ETF | $13,868,937 | $6,746,042 ▲ | 94.7% | 339,094 | 1.0% | Manufacturing |
PG Procter & Gamble | $13,332,741 | $522,442 ▲ | 4.1% | 92,306 | 1.0% | Consumer Staples |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $12,487,712 | $12,392 ▼ | -0.1% | 85,655 | 0.9% | ETF |
J P MORGAN EXCHANGE TRADED F
| $11,858,994 | $71,423 ▼ | -0.6% | 138,476 | 0.9% | JPMORGAN INTL VL |
VUG Vanguard Growth ETF | $10,384,704 | $236,741 ▼ | -2.2% | 23,775 | 0.8% | ETF |
EFV iShares MSCI EAFE Value ETF | $10,064,365 | $295,838 ▼ | -2.9% | 135,365 | 0.8% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $9,855,484 | $225,478 ▼ | -2.2% | 104,203 | 0.7% | ETF |
GWX SPDR S&P International Small Cap ETF | $9,649,637 | $388,051 ▼ | -3.9% | 228,502 | 0.7% | ETF |
AIRR First Trust RBA American Industrial Renaissance ETF | $9,609,093 | $1,378,551 ▼ | -12.5% | 86,740 | 0.7% | Manufacturing |
SCHG Schwab U.S. Large-Cap Growth ETF | $9,348,399 | $9,147,140 ▼ | -49.5% | 320,920 | 0.7% | ETF |
JCPB JPMorgan Core Plus Bond ETF | $8,831,340 | $3,403,358 ▼ | -27.8% | 187,582 | 0.7% | ETF |
JPIE JPMorgan Income ETF | $8,702,489 | $8,478,082 ▲ | 3,778.0% | 188,897 | 0.7% | ETF |
RDVY First Trust Rising Dividend Achievers ETF | $8,597,940 | $1,792,893 ▼ | -17.3% | 125,922 | 0.6% | Manufacturing |
TMSL T. Rowe Price Small-Mid Cap ETF | $8,081,877 | $8,044,987 ▲ | 21,808.1% | 220,395 | 0.6% | ETF |
VV Vanguard Large-Cap ETF | $7,103,067 | $410,022 ▲ | 6.1% | 23,768 | 0.5% | ETF |
PVAL Putnam Focused Large Cap Value ETF | $6,680,858 | $6,680,858 ▲ | New Holding | 143,984 | 0.5% | ETF |
EWX SPDR S&P Emerging Markets SmallCap ETF | $6,610,798 | $69,558 ▼ | -1.0% | 99,982 | 0.5% | ETF |
DFIV Dimensional International Value ETF | $6,578,820 | $477,818 ▼ | -6.8% | 124,646 | 0.5% | ETF |
NIC Nicolet Bankshares | $5,807,378 | $129,746 ▼ | -2.2% | 39,075 | 0.4% | Finance |
VTV Vanguard Value ETF | $5,764,620 | $18,639 ▼ | -0.3% | 29,381 | 0.4% | ETF |
DNP DNP Select Income Fund | $5,604,868 | $1,121,052 ▼ | -16.7% | 544,162 | 0.4% | Finance |
AMZN Amazon.com | $5,299,430 | $193,066 ▼ | -3.5% | 25,445 | 0.4% | Retail/Wholesale |
JEPI JPMorgan Equity Premium Income ETF | $5,020,164 | $199,741 ▲ | 4.1% | 88,570 | 0.4% | ETF |
WEC WEC Energy Group | $4,909,596 | $470,260 ▲ | 10.6% | 42,408 | 0.4% | Utilities |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $4,525,904 | $22,823 ▼ | -0.5% | 150,512 | 0.3% | ETF |
NVDA NVIDIA | $4,467,752 | $38,891 ▼ | -0.9% | 25,618 | 0.3% | Computer and Technology |
VGT Vanguard Information Technology ETF | $4,466,087 | $16,745 ▼ | -0.4% | 6,401 | 0.3% | ETF |
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $4,335,181 | $3,323,279 ▲ | 328.4% | 26,502 | 0.3% | ETF |
IBM International Business Machines | $4,282,160 | $71,507 ▲ | 1.7% | 17,666 | 0.3% | Computer and Technology |
IBND SPDR Bloomberg International Corporate Bond ETF | $4,254,897 | $52,836 ▲ | 1.3% | 136,901 | 0.3% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $3,692,485 | $20,937 ▼ | -0.6% | 25,925 | 0.3% | ETF |
PALANTIR TECHNOLOGIES INC
| $3,641,933 | $31,889 ▼ | -0.9% | 24,897 | 0.3% | CL A |
QQQ Invesco QQQ | $3,592,789 | $95,808 ▼ | -2.6% | 6,225 | 0.3% | Finance |
TDIV First Trust NASDAQ Technology Dividend Index Fund | $3,469,019 | $2,961,844 ▲ | 584.0% | 37,038 | 0.3% | Manufacturing |
VEA Vanguard FTSE Developed Markets ETF | $3,380,982 | $192,752 ▲ | 6.0% | 52,762 | 0.3% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $3,355,516 | $314,980 ▼ | -8.6% | 34,271 | 0.3% | ETF |
VB Vanguard Small-Cap ETF | $3,337,217 | $76,483 ▲ | 2.3% | 12,741 | 0.2% | ETF |
NOBL ProShares S&P 500 Aristocrats ETF | $3,221,683 | $29,047 ▲ | 0.9% | 30,390 | 0.2% | ETF |
MSFT Microsoft | $3,118,753 | $304,657 ▲ | 10.8% | 8,425 | 0.2% | Computer and Technology |
VDC Vanguard Consumer Staples ETF | $2,817,056 | $8,534 ▼ | -0.3% | 12,543 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $2,731,120 | $9,119 ▼ | -0.3% | 9,284 | 0.2% | Finance |
VCR Vanguard Consumer Discretionary ETF | $2,701,932 | $45,236 ▼ | -1.6% | 7,526 | 0.2% | ETF |
WALMART INC
| $2,545,319 | $97,558 ▼ | -3.7% | 20,481 | 0.2% | COM |
J P MORGAN EXCHANGE TRADED F
| $2,488,091 | $2,488,091 ▲ | New Holding | 31,281 | 0.2% | U S TECH LEADERS |
FDD First Trust STOXX European Select Dividend Index Fund | $2,431,128 | $2,345,355 ▲ | 2,734.4% | 136,504 | 0.2% | ETF |
MGK Vanguard Mega Cap Growth ETF | $2,423,578 | $173,795 ▲ | 7.7% | 6,596 | 0.2% | ETF |
VYM Vanguard High Dividend Yield ETF | $2,392,614 | $499,109 ▲ | 26.4% | 16,155 | 0.2% | ETF |
WFC Wells Fargo & Company | $2,382,965 | $118,619 ▲ | 5.2% | 29,933 | 0.2% | Finance |
VO Vanguard Mid-Cap ETF | $2,303,613 | $47,962 ▲ | 2.1% | 8,021 | 0.2% | ETF |
VGM Inv Vk Tr Inv | $2,269,689 | $1,041,267 ▲ | 84.8% | 229,958 | 0.2% | Finance |
JQUA JPMorgan U.S. Quality Factor ETF | $2,074,413 | $6,805,846 ▼ | -76.6% | 33,829 | 0.2% | ETF |
MCD McDonald's | $1,890,669 | $298,069 ▲ | 18.7% | 6,083 | 0.1% | Retail/Wholesale |
SLV iShares Silver Trust | $1,825,544 | $11,243 ▲ | 0.6% | 26,791 | 0.1% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $1,778,325 | $133,073 ▲ | 8.1% | 32,901 | 0.1% | ETF |
GLD SPDR Gold Shares | $1,630,799 | $70,137 ▲ | 4.5% | 3,790 | 0.1% | Finance |
JNJ Johnson & Johnson | $1,504,969 | $34,954 ▲ | 2.4% | 6,157 | 0.1% | Medical |
SPY SPDR S&P 500 ETF Trust | $1,490,298 | $10,403 ▼ | -0.7% | 2,292 | 0.1% | Finance |
O Realty Income | $1,458,015 | $235,783 ▲ | 19.3% | 23,832 | 0.1% | Finance |
GILD Gilead Sciences | $1,436,385 | $29,129 ▼ | -2.0% | 10,306 | 0.1% | Medical |
GOOGL Alphabet | $1,427,188 | $27,319 ▲ | 2.0% | 4,963 | 0.1% | Computer and Technology |
TSLA Tesla | $1,369,155 | $3,717 ▲ | 0.3% | 3,683 | 0.1% | Auto/Tires/Trucks |
BUFR FT Vest Laddered Buffer ETF | $1,321,285 | $3,259,751 ▼ | -71.2% | 39,126 | 0.1% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $1,288,148 | $78,636 ▲ | 6.5% | 16,250 | 0.1% | ETF |
UPS United Parcel Service | $1,272,162 | $56,372 ▲ | 4.6% | 12,931 | 0.1% | Transportation |
VHT Vanguard Health Care ETF | $1,268,622 | $39,764 ▲ | 3.2% | 4,658 | 0.1% | ETF |
T AT&T | $1,224,884 | $242,965 ▲ | 24.7% | 42,252 | 0.1% | Computer and Technology |
TFLR T. Rowe Price Floating Rate ETF | $1,202,992 | $512,762 ▼ | -29.9% | 23,888 | 0.1% | ETF |
OSK Oshkosh | $1,190,034 | $59,914 ▼ | -4.8% | 8,084 | 0.1% | Auto/Tires/Trucks |
FNDF Schwab Fundamental International Equity ETF | $1,155,371 | $5,578 ▲ | 0.5% | 23,613 | 0.1% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $1,134,587 | $90,797 ▲ | 8.7% | 19,381 | 0.1% | ETF |
RTX RTX | $1,053,377 | $29,705 ▲ | 2.9% | 5,461 | 0.1% | Aerospace |
SOXX iShares Semiconductor ETF | $1,031,767 | $90,062 ▲ | 9.6% | 3,139 | 0.1% | ETF |
SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $1,009,146 | $466,503 ▼ | -31.6% | 25,593 | 0.1% | ETF |
VIS Vanguard Industrials ETF | $987,274 | $191,085 ▲ | 24.0% | 3,162 | 0.1% | ETF |
IVE iShares S&P 500 Value ETF | $976,118 | $39,062 ▲ | 4.2% | 4,623 | 0.1% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $966,289 | $90,810 ▲ | 10.4% | 19,345 | 0.1% | Manufacturing |
IYW iShares U.S. Technology ETF | $962,334 | | 0.0% | 5,304 | 0.1% | Manufacturing |
V Visa | $951,155 | $5,743 ▲ | 0.6% | 3,147 | 0.1% | Business Services |
XLF Financial Select Sector SPDR Fund | $947,732 | $43,148 ▲ | 4.8% | 19,197 | 0.1% | ETF |
META Meta Platforms | $943,443 | $153,331 ▼ | -14.0% | 1,649 | 0.1% | Computer and Technology |
