IWF iShares Russell 1000 Growth ETF | $8,872,105 | $272,896 â–¼ | -3.0% | 20,807 | 6.7% | ETF |
AVIV Avantis International Large Cap Value ETF | $7,517,721 | $16,762 â–² | 0.2% | 100,464 | 5.7% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $5,794,997 | $96,159 â–² | 1.7% | 114,503 | 4.4% | ETF |
IWD iShares Russell 1000 Value ETF | $5,319,742 | $20,940 â–¼ | -0.4% | 24,897 | 4.0% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $4,952,437 | $35,307 â–² | 0.7% | 61,437 | 3.8% | ETF |
IVV iShares Core S&P 500 ETF | $4,705,725 | $261,284 â–¼ | -5.3% | 7,204 | 3.6% | ETF |
IDMO Invesco S&P International Developed Momentum ETF | $4,186,431 | $1,213,774 â–² | 40.8% | 76,339 | 3.2% | ETF |
AAPL Apple | $4,142,868 | $74,614 â–¼ | -1.8% | 16,324 | 3.2% | Computer and Technology |
QQQ Invesco QQQ | $4,028,139 | $151,798 â–¼ | -3.6% | 6,979 | 3.1% | Finance |
JPIE JPMorgan Income ETF | $3,704,166 | $584,352 â–¼ | -13.6% | 80,403 | 2.8% | ETF |
PAVE Global X U.S. Infrastructure Development ETF | $3,576,872 | $111,833 â–¼ | -3.0% | 70,397 | 2.7% | ETF |
J P MORGAN EXCHANGE TRADED F
| $3,417,268 | $83,658 â–¼ | -2.4% | 53,470 | 2.6% | HEDGED EQUITY LA |
SPY SPDR S&P 500 ETF Trust | $3,065,052 | $176,892 â–¼ | -5.5% | 4,713 | 2.3% | Finance |
VTI Vanguard Total Stock Market ETF | $2,920,013 | $14,757 â–¼ | -0.5% | 9,102 | 2.2% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $2,919,742 | $318,248 â–¼ | -9.8% | 4,734 | 2.2% | ETF |
SPMO Invesco S&P 500 Momentum ETF | $2,803,535 | $44,620 â–¼ | -1.6% | 25,007 | 2.1% | ETF |
AAAU Goldman Sachs Physical Gold ETF | $2,792,047 | $61,017 â–¼ | -2.1% | 60,447 | 2.1% | Finance |
GOOGL Alphabet | $2,700,764 | $34,507 â–¼ | -1.3% | 9,392 | 2.1% | Computer and Technology |
XLRE Real Estate Select Sector SPDR Fund | $2,658,339 | $34,419 â–¼ | -1.3% | 65,108 | 2.0% | ETF |
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund | $2,478,138 | $75,832 â–¼ | -3.0% | 47,483 | 1.9% | ETF |
IEFA iShares Core MSCI EAFE ETF | $2,314,943 | $188,936 â–¼ | -7.5% | 25,571 | 1.8% | ETF |
NVDA NVIDIA | $1,822,654 | | 0.0% | 10,451 | 1.4% | Computer and Technology |
EFG iShares MSCI EAFE Growth ETF | $1,787,154 | $1,448 â–² | 0.1% | 16,047 | 1.4% | ETF |
GOOG Alphabet | $1,684,442 | $76,878 â–¼ | -4.4% | 5,872 | 1.3% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $1,678,518 | $6,573 â–² | 0.4% | 2,809 | 1.3% | ETF |
AMZN Amazon.com | $1,605,970 | $135,792 â–¼ | -7.8% | 7,711 | 1.2% | Retail/Wholesale |
SPDW SPDR Portfolio Developed World ex-US ETF | $1,384,108 | $183 â–² | 0.0% | 30,320 | 1.1% | ETF |
MSFT Microsoft | $1,376,662 | | 0.0% | 3,719 | 1.0% | Computer and Technology |
JMST JPMorgan Ultra-Short Municipal ETF | $1,352,092 | $518,722 â–¼ | -27.7% | 26,522 | 1.0% | ETF |
IJR iShares Core S&P Small-Cap ETF | $1,262,865 | $102,183 â–¼ | -7.5% | 10,159 | 1.0% | ETF |
EFA iShares MSCI EAFE ETF | $1,214,611 | | 0.0% | 12,505 | 0.9% | Finance |
AVGO Broadcom | $1,175,828 | | 0.0% | 3,799 | 0.9% | Computer and Technology |
DGRO iShares Core Dividend Growth ETF | $1,108,072 | $7,860 â–¼ | -0.7% | 15,789 | 0.8% | ETF |
MU Micron Technology | $1,006,088 | | 0.0% | 2,978 | 0.8% | Computer and Technology |
JPM JPMorgan Chase & Co. | $846,298 | $14,120 â–¼ | -1.6% | 2,877 | 0.6% | Finance |
NOBL ProShares S&P 500 Aristocrats ETF | $830,482 | $12,509 â–¼ | -1.5% | 7,834 | 0.6% | ETF |
MA Mastercard | $819,442 | | 0.0% | 1,640 | 0.6% | Business Services |
SCHD Schwab US Dividend Equity ETF | $702,940 | | 0.0% | 22,912 | 0.5% | ETF |
GLD SPDR Gold Shares | $673,404 | | 0.0% | 1,565 | 0.5% | Finance |
VTEB Vanguard Tax-Exempt Bond ETF | $669,324 | $8,182 â–² | 1.2% | 13,416 | 0.5% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $646,184 | $65,924 â–² | 11.4% | 5,891 | 0.5% | ETF |
VXUS Vanguard Total International Stock ETF | $630,451 | $7,711 â–¼ | -1.2% | 8,176 | 0.5% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $598,046 | $10,265 â–¼ | -1.7% | 8,856 | 0.5% | ETF |
TSM Taiwan Semiconductor Manufacturing | $594,792 | | 0.0% | 1,760 | 0.5% | Computer and Technology |
VYM Vanguard High Dividend Yield ETF | $583,144 | $19,991 â–¼ | -3.3% | 3,938 | 0.4% | Financial Services |
XLK Technology Select Sector SPDR Fund | $575,457 | | 0.0% | 4,330 | 0.4% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $514,502 | $20,360 â–¼ | -3.8% | 6,722 | 0.4% | ETF |
META Meta Platforms | $449,122 | | 0.0% | 785 | 0.3% | Computer and Technology |
APH Amphenol | $432,622 | | 0.0% | 3,424 | 0.3% | Computer and Technology |
ILCG iShares Morningstar Growth ETF | $428,705 | | 0.0% | 4,490 | 0.3% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $428,160 | $26,338 â–¼ | -5.8% | 4,373 | 0.3% | ETF |
UNH UnitedHealth Group | $401,556 | $5,682 â–¼ | -1.4% | 1,484 | 0.3% | Medical |
IWO iShares Russell 2000 Growth ETF | $395,087 | | 0.0% | 1,259 | 0.3% | ETF |
BAC Bank of America | $349,586 | $28,811 â–¼ | -7.6% | 7,171 | 0.3% | Finance |
TT Trane Technologies | $339,643 | | 0.0% | 815 | 0.3% | Construction |
SCHG Schwab U.S. Large-Cap Growth ETF | $338,287 | | 0.0% | 11,613 | 0.3% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $335,540 | $17,801 â–¼ | -5.0% | 14,646 | 0.3% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $329,781 | $27,930 â–¼ | -7.8% | 2,574 | 0.3% | ETF |
IYR iShares U.S. Real Estate ETF | $325,665 | $23,640 â–¼ | -6.8% | 3,444 | 0.2% | ETF |
CB Chubb | $325,278 | $65,186 â–¼ | -16.7% | 998 | 0.2% | Finance |
IDHQ Invesco S&P International Developed Quality ETF | $305,137 | $305,137 â–² | New Holding | 8,627 | 0.2% | ETF |
COST Costco Wholesale | $300,922 | | 0.0% | 302 | 0.2% | Retail/Wholesale |
EFV iShares MSCI EAFE Value ETF | $292,047 | | 0.0% | 3,928 | 0.2% | ETF |
LLY Eli Lilly and Company | $291,567 | | 0.0% | 317 | 0.2% | Medical |
IBM International Business Machines | $284,566 | $200,214 â–² | 237.4% | 1,174 | 0.2% | Computer and Technology |
USB U.S. Bancorp | $276,381 | | 0.0% | 5,314 | 0.2% | Finance |
RTX RTX | $266,395 | | 0.0% | 1,381 | 0.2% | Aerospace |
MUB iShares National Muni Bond ETF | $253,274 | $743 â–² | 0.3% | 2,386 | 0.2% | ETF |
ETN Eaton | $237,135 | | 0.0% | 663 | 0.2% | Industrials |
IEMG iShares Core MSCI Emerging Markets ETF | $235,476 | $102,812 â–¼ | -30.4% | 3,376 | 0.2% | ETF |
V Visa | $232,725 | | 0.0% | 770 | 0.2% | Business Services |
ITW Illinois Tool Works | $229,576 | | 0.0% | 882 | 0.2% | Industrials |
BRK.B Berkshire Hathaway | $227,620 | $55,108 â–¼ | -19.5% | 475 | 0.2% | Finance |
VNQ Vanguard Real Estate ETF | $227,028 | $1,064 â–² | 0.5% | 2,560 | 0.2% | ETF |
HEFA iShares Currency Hedged MSCI EAFE ETF | $220,167 | | 0.0% | 5,181 | 0.2% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $218,142 | | 0.0% | 2,466 | 0.2% | ETF |
GL Globe Life | $211,260 | | 0.0% | 1,518 | 0.2% | Finance |
SCHH Schwab U.S. REIT ETF | $205,230 | $21,340 â–¼ | -9.4% | 9,550 | 0.2% | ETF |
AVDE Avantis International Equity ETF | $203,022 | $29,524 â–² | 17.0% | 2,393 | 0.2% | ETF |
HD Home Depot | $202,596 | | 0.0% | 616 | 0.2% | Retail/Wholesale |
IWR iShares Russell Mid-Cap ETF | $200,391 | $260,187 â–¼ | -56.5% | 2,061 | 0.2% | ETF |
GS The Goldman Sachs Group | $197,962 | | 0.0% | 234 | 0.2% | Finance |
VLO Valero Energy | $197,664 | | 0.0% | 800 | 0.2% | Energy |
LOW Lowe's Companies | $189,969 | $25,282 â–¼ | -11.7% | 804 | 0.1% | Retail/Wholesale |
WFC Wells Fargo & Company | $189,870 | | 0.0% | 2,385 | 0.1% | Finance |
MCK McKesson | $186,918 | | 0.0% | 216 | 0.1% | Medical |
SPAB SPDR Portfolio Aggregate Bond ETF | $181,390 | $63,563 â–¼ | -25.9% | 7,080 | 0.1% | ETF |
MNST Monster Beverage | $179,991 | | 0.0% | 2,484 | 0.1% | Consumer Staples |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $179,085 | $5,482 â–¼ | -3.0% | 3,365 | 0.1% | Manufacturing |
MRK Merck & Co., Inc. | $177,789 | | 0.0% | 1,478 | 0.1% | Medical |
AMAT Applied Materials | $170,895 | | 0.0% | 500 | 0.1% | Computer and Technology |
HON Honeywell International | $169,749 | | 0.0% | 751 | 0.1% | Multi-Sector Conglomerates |
IWS iShares Russell Mid-Cap Value ETF | $167,892 | $12,388 â–² | 8.0% | 1,152 | 0.1% | ETF |
MS Morgan Stanley | $166,380 | $23,863 â–¼ | -12.5% | 1,011 | 0.1% | Finance |
SPEM SPDR Portfolio Emerging Markets ETF | $162,825 | | 0.0% | 3,471 | 0.1% | ETF |
TIPX SPDR Bloomberg 1-10 Year TIPS ETF | $160,927 | | 0.0% | 8,386 | 0.1% | ETF |
HDV iShares Core High Dividend ETF | $157,299 | | 0.0% | 1,159 | 0.1% | ETF |
AMT American Tower | $157,220 | $56,261 â–¼ | -26.4% | 911 | 0.1% | Finance |
PH Parker-Hannifin | $151,296 | | 0.0% | 169 | 0.1% | Industrials |
VUG Vanguard Growth ETF | $148,072 | $1,310 â–¼ | -0.9% | 339 | 0.1% | ETF |
