VTI Vanguard Total Stock Market ETF | $109,819,806 | $13,351,272 ▲ | 13.8% | 422,548 | 12.2% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $87,404,591 | $2,032,831 ▼ | -2.3% | 1,420,518 | 9.7% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $78,702,623 | $1,011,417 ▲ | 1.3% | 1,570,914 | 8.7% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $54,257,055 | $716,537 ▼ | -1.3% | 2,146,242 | 6.0% | ETF |
VIOV Vanguard S&P Small-Cap 600 Value ETF | $51,273,919 | $1,199,507 ▲ | 2.4% | 579,890 | 5.7% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $46,268,303 | $1,451,552 ▲ | 3.2% | 926,289 | 5.1% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $35,445,125 | $925,411 ▲ | 2.7% | 702,574 | 3.9% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $35,090,922 | $945,424 ▲ | 2.8% | 979,099 | 3.9% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $24,787,516 | $1,190,307 ▼ | -4.6% | 386,398 | 2.7% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $19,941,725 | $98,118 ▲ | 0.5% | 624,154 | 2.2% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $16,970,123 | $430,373 ▼ | -2.5% | 468,916 | 1.9% | ETF |
DFIV Dimensional International Value ETF | $16,722,823 | $463,315 ▲ | 2.8% | 455,035 | 1.9% | ETF |
BRK.B Berkshire Hathaway | $16,681,867 | $54,244 ▲ | 0.3% | 39,672 | 1.9% | Finance |
BND Vanguard Total Bond Market ETF | $15,828,960 | $2,121,384 ▲ | 15.5% | 217,939 | 1.8% | ETF |
PG Procter & Gamble | $14,468,798 | $251,001 ▼ | -1.7% | 89,176 | 1.6% | Consumer Staples |
GWX SPDR S&P International Small Cap ETF | $14,010,506 | $386,220 ▼ | -2.7% | 431,358 | 1.6% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $12,817,432 | $723,011 ▲ | 6.0% | 109,700 | 1.4% | ETF |
AAPL Apple | $11,712,219 | $124,848 ▲ | 1.1% | 68,295 | 1.3% | Computer and Technology |
VXF Vanguard Extended Market ETF | $10,726,784 | $5,316,156 ▲ | 98.3% | 61,201 | 1.2% | ETF |
VUG Vanguard Growth ETF | $9,319,589 | $127,010 ▲ | 1.4% | 27,076 | 1.0% | ETF |
EWX SPDR S&P Emerging Markets SmallCap ETF | $9,239,937 | $254,283 ▼ | -2.7% | 165,589 | 1.0% | ETF |
SLYV SPDR S&P 600 Small CapValue ETF | $8,050,183 | $19,000 ▲ | 0.2% | 97,025 | 0.9% | ETF |
VOO Vanguard S&P 500 ETF | $7,741,938 | $2,335,946 ▲ | 43.2% | 16,104 | 0.9% | ETF |
EFV iShares MSCI EAFE Value ETF | $7,703,241 | $40,583 ▲ | 0.5% | 141,603 | 0.9% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $7,600,311 | $981,629 ▲ | 14.8% | 298,754 | 0.8% | ETF |
UCON First Trust TCW Unconstrained Plus Bond ETF | $6,726,502 | $878,673 ▲ | 15.0% | 273,432 | 0.7% | ETF |
JCPB JPMorgan Core Plus Bond ETF | $6,547,145 | $2,130,107 ▲ | 48.2% | 140,357 | 0.7% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $6,019,386 | $875,779 ▲ | 17.0% | 144,110 | 0.7% | ETF |
VV Vanguard Large-Cap ETF | $5,717,325 | $47,233 ▲ | 0.8% | 23,846 | 0.6% | ETF |
VXUS Vanguard Total International Stock ETF | $5,120,112 | $293,241 ▲ | 6.1% | 84,910 | 0.6% | ETF |
NIC Nicolet Bankshares | $4,828,905 | $1,495,812 ▼ | -23.7% | 56,156 | 0.5% | Finance |
VTV Vanguard Value ETF | $4,777,258 | $6,026 ▼ | -0.1% | 29,333 | 0.5% | ETF |
BUFR FT Vest Laddered Buffer ETF | $4,420,341 | $4,799,088 ▼ | -52.1% | 158,095 | 0.5% | ETF |
SDVY First Trust SMID Cap Rising Dividend Archievers ETF | $4,384,765 | $3,969,123 ▲ | 954.9% | 125,928 | 0.5% | ETF |
AMZN Amazon.com | $4,287,632 | $54,655 ▲ | 1.3% | 23,770 | 0.5% | Retail/Wholesale |
VGT Vanguard Information Technology ETF | $4,136,221 | $3,671 ▼ | -0.1% | 7,888 | 0.5% | ETF |
DNP DNP Select Income Fund | $4,047,344 | $12,544 ▲ | 0.3% | 446,233 | 0.4% | Finance |
IBM International Business Machines | $3,516,527 | $171,682 ▲ | 5.1% | 18,414 | 0.4% | Computer and Technology |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $3,455,701 | $63,142 ▲ | 1.9% | 116,080 | 0.4% | ETF |
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF | $3,449,821 | $239,299 ▲ | 7.5% | 64,225 | 0.4% | ETF |
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF | $3,377,042 | $5,160 ▼ | -0.2% | 34,032 | 0.4% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $3,300,704 | $756,832 ▲ | 29.8% | 57,049 | 0.4% | ETF |
VCR Vanguard Consumer Discretionary ETF | $3,291,844 | $48,297 ▲ | 1.5% | 10,360 | 0.4% | ETF |
MSFT Microsoft | $3,229,226 | $60,587 ▲ | 1.9% | 7,675 | 0.4% | Computer and Technology |
IBND SPDR Bloomberg International Corporate Bond ETF | $3,112,177 | $51,583 ▲ | 1.7% | 106,911 | 0.3% | ETF |
WEC WEC Energy Group | $2,963,535 | $246 ▲ | 0.0% | 36,089 | 0.3% | Utilities |
JQUA JPMorgan US Quality Factor ETF | $2,801,645 | $970,506 ▲ | 53.0% | 52,987 | 0.3% | ETF |
VB Vanguard Small-Cap ETF | $2,612,817 | $119,772 ▲ | 4.8% | 11,431 | 0.3% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $2,585,943 | $225,757 ▲ | 9.6% | 22,428 | 0.3% | ETF |
QQQ Invesco QQQ | $2,479,392 | $127,877 ▲ | 5.4% | 5,584 | 0.3% | Finance |
JIRE JPMorgan International Research Enhanced Equity ETF | $2,398,224 | $183,915 ▲ | 8.3% | 38,298 | 0.3% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $2,209,189 | $2,683,449 ▼ | -54.8% | 30,199 | 0.2% | ETF |
VDC Vanguard Consumer Staples ETF | $2,155,825 | $721,602 ▲ | 50.3% | 10,561 | 0.2% | ETF |
NVDA NVIDIA | $2,126,122 | $87,647 ▲ | 4.3% | 2,353 | 0.2% | Computer and Technology |
VO Vanguard Mid-Cap ETF | $2,058,489 | $39,985 ▼ | -1.9% | 8,237 | 0.2% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $2,006,048 | $189,296 ▲ | 10.4% | 39,984 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $1,854,639 | $99,953 ▼ | -5.1% | 9,259 | 0.2% | Finance |
MGK Vanguard Mega Cap Growth ETF | $1,844,668 | $28,662 ▲ | 1.6% | 6,436 | 0.2% | ETF |
NOBL ProShares S&P 500 Aristocrats ETF | $1,681,222 | $394,293 ▲ | 30.6% | 16,578 | 0.2% | ETF |
WFC Wells Fargo & Company | $1,634,456 | $7,245 ▲ | 0.4% | 28,200 | 0.2% | Finance |
VHT Vanguard Health Care ETF | $1,553,815 | $50,324 ▲ | 3.3% | 5,743 | 0.2% | ETF |
MCD McDonald's | $1,543,741 | $2,255 ▲ | 0.1% | 5,476 | 0.2% | Retail/Wholesale |
RDVY First Trust NASDAQ Rising Dividend Achievers | $1,540,364 | $641,257 ▲ | 71.3% | 27,420 | 0.2% | Manufacturing |
VYM Vanguard High Dividend Yield ETF | $1,490,285 | $78,519 ▲ | 5.6% | 12,318 | 0.2% | ETF |
YEAR AB Ultra Short Income ETF | $1,284,714 | $2,323,376 ▼ | -64.4% | 25,433 | 0.1% | ETF |
JNJ Johnson & Johnson | $1,260,496 | $37,809 ▼ | -2.9% | 7,968 | 0.1% | Medical |
WMT Walmart | $1,164,327 | $788,392 ▲ | 209.7% | 19,351 | 0.1% | Retail/Wholesale |
VCSH Vanguard Short-Term Corporate Bond ETF | $1,103,777 | $33,167 ▼ | -2.9% | 14,277 | 0.1% | ETF |
SPY SPDR S&P 500 ETF Trust | $1,089,037 | $2,615 ▲ | 0.2% | 2,082 | 0.1% | Finance |
OSK Oshkosh | $1,062,479 | $21,574 ▲ | 2.1% | 8,520 | 0.1% | Auto/Tires/Trucks |
TSLA Tesla | $1,042,260 | $29,357 ▲ | 2.9% | 5,929 | 0.1% | Auto/Tires/Trucks |
META Meta Platforms | $1,040,312 | $78,193 ▲ | 8.1% | 2,142 | 0.1% | Computer and Technology |
GILD Gilead Sciences | $957,266 | $9,890 ▼ | -1.0% | 13,067 | 0.1% | Medical |
IYW iShares U.S. Technology ETF | $930,490 | $21,476 ▼ | -2.3% | 6,889 | 0.1% | Manufacturing |
V Visa | $912,856 | $11,725 ▲ | 1.3% | 3,270 | 0.1% | Business Services |
SDY SPDR S&P Dividend ETF | $894,779 | $4,986 ▼ | -0.6% | 6,819 | 0.1% | ETF |
IVV iShares Core S&P 500 ETF | $874,842 | $55,729 ▲ | 6.8% | 1,664 | 0.1% | ETF |
IVE iShares S&P 500 Value ETF | $869,575 | $19,988 ▲ | 2.4% | 4,655 | 0.1% | ETF |
VGSH Vanguard Short-Term Treasury Index ETF | $842,088 | $37,627 ▼ | -4.3% | 14,502 | 0.1% | ETF |
PLD Prologis | $787,316 | | 0.0% | 6,046 | 0.1% | Finance |
VEU Vanguard FTSE All-World ex-US ETF | $765,710 | $8,387 ▼ | -1.1% | 13,056 | 0.1% | ETF |
ONEQ Fidelity NASDAQ Composite Index ETF | $759,580 | $28,851 ▲ | 3.9% | 11,795 | 0.1% | ETF |
CARR Carrier Global | $754,310 | $30,810 ▼ | -3.9% | 12,976 | 0.1% | Computer and Technology |
T AT&T | $751,973 | $10,824 ▲ | 1.5% | 42,727 | 0.1% | Computer and Technology |
XLF Financial Select Sector SPDR Fund | $751,792 | $25,147 ▲ | 3.5% | 17,848 | 0.1% | ETF |
ABBV AbbVie | $726,674 | $50,071 ▲ | 7.4% | 3,991 | 0.1% | Medical |
F Ford Motor | $719,060 | $20,664 ▼ | -2.8% | 54,146 | 0.1% | Auto/Tires/Trucks |
VIG Vanguard Dividend Appreciation ETF | $697,690 | $2,557 ▼ | -0.4% | 3,820 | 0.1% | ETF |
IQIN IQ 500 International ETF | $685,587 | $165,204 ▲ | 31.7% | 19,982 | 0.1% | ETF |
KO Coca-Cola | $653,086 | $17,436 ▼ | -2.6% | 10,675 | 0.1% | Consumer Staples |
GOOGL Alphabet | $647,942 | $76,974 ▲ | 13.5% | 4,293 | 0.1% | Computer and Technology |
MRK Merck & Co., Inc. | $643,563 | $145,052 ▲ | 29.1% | 4,876 | 0.1% | Medical |
O Realty Income | $633,758 | $98,134 ▲ | 18.3% | 11,715 | 0.1% | Finance |
FVD First Trust Value Line Dividend Index Fund | $619,352 | $10,516 ▼ | -1.7% | 14,665 | 0.1% | ETF |
BNDX Vanguard Total International Bond ETF | $573,857 | $14,216 ▼ | -2.4% | 11,666 | 0.1% | ETF |
VIS Vanguard Industrials ETF | $554,954 | | 0.0% | 2,273 | 0.1% | ETF |
XOM Exxon Mobil | $531,451 | $349 ▼ | -0.1% | 4,572 | 0.1% | Oils/Energy |
LLY Eli Lilly and Company | $531,051 | $3,893 ▼ | -0.7% | 682 | 0.1% | Medical |
BLDR Builders FirstSource | $530,134 | | 0.0% | 2,542 | 0.1% | Retail/Wholesale |
CAT Caterpillar | $528,532 | $15,028 ▼ | -2.8% | 1,442 | 0.1% | Industrial Products |
IWY iShares Russell Top 200 Growth ETF | $527,500 | $585 ▲ | 0.1% | 2,704 | 0.1% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $507,291 | $37,641 ▼ | -6.9% | 10,593 | 0.1% | Manufacturing |
GRAYSCALE BITCOIN TR BTC
| $500,244 | $500,244 ▲ | New Holding | 7,919 | 0.1% | SHS REP COM UT |
PEP PepsiCo | $473,921 | $350 ▲ | 0.1% | 2,708 | 0.1% | Consumer Staples |
BFC Bank First | $473,738 | $105,737 ▼ | -18.2% | 5,466 | 0.1% | Finance |
DIA SPDR Dow Jones Industrial Average ETF Trust | $465,914 | $398 ▲ | 0.1% | 1,172 | 0.1% | Finance |
VZ Verizon Communications | $461,379 | $40,238 ▲ | 9.6% | 10,996 | 0.1% | Computer and Technology |
VFH Vanguard Financials ETF | $453,588 | $133,721 ▲ | 41.8% | 4,430 | 0.1% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $453,173 | | 0.0% | 3,616 | 0.1% | ETF |
TIP iShares TIPS Bond ETF | $448,195 | $9,989 ▼ | -2.2% | 4,173 | 0.0% | ETF |
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF | $441,626 | | 0.0% | 9,309 | 0.0% | Finance |
FTCS First Trust Capital Strength ETF | $431,761 | $47,126 ▼ | -9.8% | 5,039 | 0.0% | ETF |
KMB Kimberly-Clark | $428,939 | $259 ▲ | 0.1% | 3,316 | 0.0% | Consumer Staples |
VOT Vanguard Mid-Cap Growth ETF | $419,421 | $19,804 ▲ | 5.0% | 1,779 | 0.0% | ETF |
IVW iShares S&P 500 Growth ETF | $417,471 | $3,800 ▼ | -0.9% | 4,944 | 0.0% | ETF |
HON Honeywell International | $413,226 | $616 ▼ | -0.1% | 2,013 | 0.0% | Multi-Sector Conglomerates |
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | $408,657 | $96,361 ▲ | 30.9% | 13,872 | 0.0% | Finance |
BA Boeing | $403,544 | $11,579 ▲ | 3.0% | 2,091 | 0.0% | Aerospace |
DMLP Dorchester Minerals | $391,118 | | 0.0% | 11,599 | 0.0% | Oils/Energy |
GOOG Alphabet | $390,547 | | 0.0% | 2,565 | 0.0% | Computer and Technology |
VT Vanguard Total World Stock ETF | $355,746 | $15,688 ▼ | -4.2% | 3,220 | 0.0% | ETF |
MGM MGM Resorts International | $355,560 | $16,761 ▼ | -4.5% | 7,531 | 0.0% | Consumer Discretionary |
SOXX iShares Semiconductor ETF | $355,170 | $355,170 ▲ | New Holding | 1,572 | 0.0% | ETF |
IWN iShares Russell 2000 Value ETF | $350,477 | | 0.0% | 2,207 | 0.0% | ETF |
SCHW Charles Schwab | $347,792 | $72 ▲ | 0.0% | 4,808 | 0.0% | Finance |
ORCL Oracle | $347,168 | $4,396 ▲ | 1.3% | 2,764 | 0.0% | Computer and Technology |
AMD Advanced Micro Devices | $345,096 | $34,293 ▲ | 11.0% | 1,912 | 0.0% | Computer and Technology |
HD Home Depot | $344,902 | | 0.0% | 899 | 0.0% | Retail/Wholesale |
SPYX SPDR S&P Fossil Fuel Reserves Free ETF | $336,023 | | 0.0% | 7,851 | 0.0% | ETF |
MLM Martin Marietta Materials | $332,755 | $15,962 ▲ | 5.0% | 542 | 0.0% | Construction |
GLD SPDR Gold Shares | $322,773 | | 0.0% | 1,569 | 0.0% | Finance |
LGOV First Trust Long Duration Opportunities ETF | $321,084 | $72,568 ▲ | 29.2% | 15,017 | 0.0% | ETF |
MMM 3M | $312,164 | $17,608 ▲ | 6.0% | 2,943 | 0.0% | Multi-Sector Conglomerates |
IWV iShares Russell 3000 ETF | $304,083 | $2,999 ▼ | -1.0% | 1,014 | 0.0% | ETF |
STRV Strive 500 ETF | $303,209 | | 0.0% | 9,008 | 0.0% | ETF |
UPS United Parcel Service | $302,898 | $7,877 ▲ | 2.7% | 2,038 | 0.0% | Transportation |
IWP iShares Russell Mid-Cap Growth ETF | $302,243 | | 0.0% | 2,648 | 0.0% | ETF |
CVX Chevron | $298,286 | $10,253 ▲ | 3.6% | 1,891 | 0.0% | Oils/Energy |
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF | $290,311 | $596,760 ▼ | -67.3% | 6,422 | 0.0% | ETF |
HTLF Heartland Financial USA | $290,058 | | 0.0% | 8,252 | 0.0% | Finance |
GE General Electric | $274,798 | $274,798 ▲ | New Holding | 1,565 | 0.0% | Transportation |
ITW Illinois Tool Works | $271,993 | | 0.0% | 1,014 | 0.0% | Industrial Products |
COST Costco Wholesale | $267,496 | $13,963 ▲ | 5.5% | 364 | 0.0% | Retail/Wholesale |
MA Mastercard | $263,419 | | 0.0% | 547 | 0.0% | Business Services |
XLV Health Care Select Sector SPDR Fund | $258,159 | $29,850 ▲ | 13.1% | 1,747 | 0.0% | ETF |
ASB Associated Banc | $257,551 | $237 ▲ | 0.1% | 11,974 | 0.0% | Finance |
LINDE PLC
| $256,305 | | 0.0% | 552 | 0.0% | SHS |
BUFD FT Vest Laddered Deep Buffer ETF | $252,886 | $275,485 ▼ | -52.1% | 10,720 | 0.0% | ETF |
MO Altria Group | $251,773 | $23,380 ▲ | 10.2% | 5,772 | 0.0% | Consumer Staples |
LOW Lowe's Companies | $245,762 | $764 ▲ | 0.3% | 965 | 0.0% | Retail/Wholesale |
AIRR First Trust RBA American Industrial Renaissance ETF | $243,886 | $243,886 ▲ | New Holding | 3,622 | 0.0% | Manufacturing |
SLV iShares Silver Trust | $242,041 | $242,041 ▲ | New Holding | 10,639 | 0.0% | ETF |
UNH UnitedHealth Group | $241,400 | $495 ▲ | 0.2% | 488 | 0.0% | Medical |
FSK FS KKR Capital | $241,103 | | 0.0% | 12,643 | 0.0% | Finance |
LAMR Lamar Advertising | $231,536 | $231,536 ▲ | New Holding | 1,939 | 0.0% | Finance |
MS Morgan Stanley | $230,049 | $3,484 ▼ | -1.5% | 2,443 | 0.0% | Finance |
RWO SPDR Dow Jones Global Real Estate ETF | $228,694 | $10,020 ▼ | -4.2% | 5,341 | 0.0% | ETF |
PM Philip Morris International | $225,248 | $92 ▲ | 0.0% | 2,458 | 0.0% | Consumer Staples |
ALL Allstate | $222,837 | $222,837 ▲ | New Holding | 1,288 | 0.0% | Finance |
DIS Walt Disney | $219,424 | $219,424 ▲ | New Holding | 1,793 | 0.0% | Consumer Discretionary |
DKNG DraftKings | $219,377 | $219,377 ▲ | New Holding | 4,831 | 0.0% | Consumer Discretionary |
MET MetLife | $218,637 | $218,637 ▲ | New Holding | 2,950 | 0.0% | Finance |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $216,968 | $387 ▲ | 0.2% | 5,042 | 0.0% | ETF |
ABT Abbott Laboratories | $206,292 | $206,292 ▲ | New Holding | 1,815 | 0.0% | Medical |
VBK Vanguard Small-Cap Growth ETF | $204,405 | $204,405 ▲ | New Holding | 784 | 0.0% | ETF |
UBER Uber Technologies | $203,178 | $203,178 ▲ | New Holding | 2,639 | 0.0% | Computer and Technology |
VPU Vanguard Utilities ETF | $202,677 | $202,677 ▲ | New Holding | 1,421 | 0.0% | ETF |
RTX RTX | $200,498 | $275,916 ▼ | -57.9% | 2,055 | 0.0% | Aerospace |
CORNERSTONE STRATEGIC VALUE
| $102,828 | | 0.0% | 13,674 | 0.0% | COM |
RCAT Red Cat | $69,946 | $4,590 ▲ | 7.0% | 91,433 | 0.0% | Business Services |
LWLG Lightwave Logic | $65,754 | | 0.0% | 14,050 | 0.0% | Basic Materials |
ORMP Oramed Pharmaceuticals | $37,843 | | 0.0% | 12,960 | 0.0% | Medical |
OPK OPKO Health | $29,934 | $29,934 ▲ | New Holding | 24,945 | 0.0% | Medical |
RDVI FT Vest Rising Dividend Achievers Target Income ETF | $0 | $872,267 ▼ | -100.0% | 0 | 0.0% | ETF |
AMLP Alerian MLP ETF | $0 | $262,095 ▼ | -100.0% | 0 | 0.0% | ETF |
MDLZ Mondelez International | $0 | $202,515 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
FPE First Trust Preferred Securities and Income ETF | $0 | $175,766 ▼ | -100.0% | 0 | 0.0% | ETF |
