VTI Vanguard Total Stock Market ETF | $381,459,494 | $23,672,478 ▲ | 6.6% | 1,467,716 | 30.2% | ETF |
BND Vanguard Total Bond Market ETF | $96,810,501 | $3,744,150 ▲ | 4.0% | 1,332,927 | 7.7% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $58,658,014 | $813,256 ▲ | 1.4% | 1,169,185 | 4.6% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $52,796,090 | $1,088,172 ▲ | 2.1% | 655,771 | 4.2% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $48,706,640 | $10,543,038 ▲ | 27.6% | 830,463 | 3.9% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $35,358,649 | $277,562 ▼ | -0.8% | 846,508 | 2.8% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $33,857,272 | $823,428 ▼ | -2.4% | 437,942 | 2.7% | ETF |
SCHB Schwab US Broad Market ETF | $24,103,173 | $828,755 ▼ | -3.3% | 394,810 | 1.9% | ETF |
VB Vanguard Small-Cap ETF | $23,082,274 | $3,349,521 ▼ | -12.7% | 100,977 | 1.8% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $22,748,383 | $2,957,539 ▲ | 14.9% | 528,540 | 1.8% | ETF |
VNQ Vanguard Real Estate ETF | $17,236,900 | $216,632 ▲ | 1.3% | 199,317 | 1.4% | ETF |
VDC Vanguard Consumer Staples ETF | $16,867,598 | $1,201,766 ▼ | -6.7% | 82,628 | 1.3% | ETF |
VO Vanguard Mid-Cap ETF | $15,551,704 | $3,318,373 ▼ | -17.6% | 62,242 | 1.2% | ETF |
VPU Vanguard Utilities ETF | $14,660,765 | $471,939 ▼ | -3.1% | 102,825 | 1.2% | ETF |
VYM Vanguard High Dividend Yield ETF | $14,521,385 | $104,173 ▲ | 0.7% | 120,021 | 1.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $13,914,769 | $2,937,131 ▲ | 26.8% | 142,074 | 1.1% | Finance |
VIG Vanguard Dividend Appreciation ETF | $12,391,477 | $2,923,569 ▼ | -19.1% | 67,858 | 1.0% | ETF |
IVV iShares Core S&P 500 ETF | $11,277,351 | $478,411 ▲ | 4.4% | 21,451 | 0.9% | ETF |
SCHF Schwab International Equity ETF | $10,952,624 | $104,183 ▼ | -0.9% | 280,693 | 0.9% | ETF |
VGSH Vanguard Short-Term Treasury Index ETF | $10,356,356 | $236,112 ▲ | 2.3% | 178,343 | 0.8% | ETF |
VV Vanguard Large-Cap ETF | $9,797,251 | $93,506 ▼ | -0.9% | 40,863 | 0.8% | ETF |
VIOO Vanguard S&P Small-Cap 600 ETF | $9,684,364 | $2,587,146 ▼ | -21.1% | 95,412 | 0.8% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $9,606,448 | $217,017 ▲ | 2.3% | 187,333 | 0.8% | Manufacturing |
BNDX Vanguard Total International Bond ETF | $9,525,054 | $173,690 ▲ | 1.9% | 193,638 | 0.8% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $8,510,451 | $270,267 ▼ | -3.1% | 104,512 | 0.7% | ETF |
SCHX Schwab US Large-Cap ETF | $8,382,577 | $1,130,983 ▼ | -11.9% | 135,072 | 0.7% | ETF |
SCHA Schwab US Small-Cap ETF | $8,237,237 | $229,507 ▲ | 2.9% | 167,288 | 0.7% | ETF |
IEFA iShares Core MSCI EAFE ETF | $8,213,222 | $187,109 ▼ | -2.2% | 110,660 | 0.6% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $8,192,585 | $911,824 ▼ | -10.0% | 158,771 | 0.6% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $8,042,003 | $251,940 ▲ | 3.2% | 119,797 | 0.6% | ETF |
AAPL Apple | $7,724,873 | $406,067 ▼ | -5.0% | 45,048 | 0.6% | Computer and Technology |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $7,375,447 | $92,587 ▲ | 1.3% | 63,967 | 0.6% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $7,205,181 | $448,484 ▲ | 6.6% | 88,104 | 0.6% | Manufacturing |
SCHD Schwab US Dividend Equity ETF | $7,134,427 | $48,942 ▼ | -0.7% | 88,484 | 0.6% | ETF |
QQQ Invesco QQQ | $6,911,538 | $2,659,206 ▲ | 62.5% | 15,566 | 0.5% | Finance |
NVDA NVIDIA | $6,521,897 | $912,596 ▲ | 16.3% | 7,218 | 0.5% | Computer and Technology |
BSV Vanguard Short-Term Bond ETF | $5,880,116 | $103,274 ▲ | 1.8% | 76,694 | 0.5% | ETF |
MUB iShares National Muni Bond ETF | $5,402,001 | $360,571 ▼ | -6.3% | 50,204 | 0.4% | ETF |
IVW iShares S&P 500 Growth ETF | $5,176,992 | $4,306 ▼ | -0.1% | 61,310 | 0.4% | ETF |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $4,777,401 | $207,123 ▲ | 4.5% | 92,585 | 0.4% | Manufacturing |
VTEB Vanguard Tax-Exempt Bond ETF | $4,619,437 | $127,006 ▲ | 2.8% | 91,293 | 0.4% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $4,609,891 | $33,178 ▲ | 0.7% | 182,570 | 0.4% | ETF |
MSFT Microsoft | $4,464,743 | $193,955 ▼ | -4.2% | 10,612 | 0.4% | Computer and Technology |
SCHZ Schwab U.S. Aggregate Bond ETF | $4,356,565 | $36,800 ▼ | -0.8% | 94,708 | 0.3% | ETF |
ESGV Vanguard ESG US Stock ETF | $4,114,827 | $11,556 ▼ | -0.3% | 44,155 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $3,616,325 | $3,758 ▲ | 0.1% | 32,721 | 0.3% | ETF |
VGT Vanguard Information Technology ETF | $3,519,878 | | 0.0% | 6,713 | 0.3% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $3,480,032 | $117,209 ▼ | -3.3% | 97,208 | 0.3% | ETF |
VWOB Vanguard Emerging Markets Government Bond ETF | $3,305,783 | $1,607,622 ▼ | -32.7% | 51,774 | 0.3% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $3,003,464 | | 0.0% | 83,802 | 0.2% | ETF |
IAU iShares Gold Trust | $2,803,286 | $70,283 ▼ | -2.4% | 66,729 | 0.2% | Finance |
SPY SPDR S&P 500 ETF Trust | $2,618,186 | $52,311 ▼ | -2.0% | 5,005 | 0.2% | Finance |
VOT Vanguard Mid-Cap Growth ETF | $2,588,000 | | 0.0% | 10,976 | 0.2% | ETF |
AMZN Amazon.com | $2,493,956 | $141,058 ▼ | -5.4% | 13,826 | 0.2% | Retail/Wholesale |
HD Home Depot | $2,493,575 | $85,932 ▼ | -3.3% | 6,500 | 0.2% | Retail/Wholesale |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $2,454,490 | $32,716 ▼ | -1.3% | 21,007 | 0.2% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $2,423,528 | $59,510 ▲ | 2.5% | 28,996 | 0.2% | ETF |
MLPX Global X MLP & Energy Infrastructure ETF | $2,287,618 | $102,486 ▼ | -4.3% | 46,696 | 0.2% | ETF |
VBR Vanguard Small-Cap Value ETF | $2,254,015 | $49,889 ▼ | -2.2% | 11,747 | 0.2% | ETF |
PNFP Pinnacle Financial Partners | $2,243,581 | $39,332 ▲ | 1.8% | 26,125 | 0.2% | Finance |
VOO Vanguard S&P 500 ETF | $2,175,545 | $26,918 ▲ | 1.3% | 4,526 | 0.2% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $2,120,958 | $104,995 ▲ | 5.2% | 46,522 | 0.2% | Manufacturing |
JNJ Johnson & Johnson | $2,083,209 | $24,361 ▼ | -1.2% | 13,169 | 0.2% | Medical |
RSP Invesco S&P 500 Equal Weight ETF | $2,029,053 | | 0.0% | 11,980 | 0.2% | ETF |
SCHH Schwab U.S. REIT ETF | $1,968,250 | $38,469 ▼ | -1.9% | 96,958 | 0.2% | ETF |
VXF Vanguard Extended Market ETF | $1,909,157 | $29,795 ▼ | -1.5% | 10,893 | 0.2% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $1,853,291 | $190,009 ▲ | 11.4% | 37,103 | 0.1% | ETF |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $1,817,102 | $34,444 ▲ | 1.9% | 61,038 | 0.1% | ETF |
MRK Merck & Co., Inc. | $1,800,102 | $65,185 ▼ | -3.5% | 13,642 | 0.1% | Medical |
XOM Exxon Mobil | $1,792,068 | $75,323 ▼ | -4.0% | 15,417 | 0.1% | Oils/Energy |
IVE iShares S&P 500 Value ETF | $1,728,927 | $747 ▼ | 0.0% | 9,255 | 0.1% | ETF |
TAN Invesco Solar ETF | $1,666,530 | | 0.0% | 36,732 | 0.1% | ETF |
DVY iShares Select Dividend ETF | $1,635,338 | | 0.0% | 13,276 | 0.1% | ETF |
DE Deere & Company | $1,537,400 | $164,296 ▼ | -9.7% | 3,743 | 0.1% | Industrial Products |
IWM iShares Russell 2000 ETF | $1,525,096 | | 0.0% | 7,252 | 0.1% | Finance |
IYH iShares U.S. Healthcare ETF | $1,494,031 | $1,195,237 ▲ | 400.0% | 24,136 | 0.1% | ETF |
VXUS Vanguard Total International Stock ETF | $1,493,995 | $35,095 ▲ | 2.4% | 24,776 | 0.1% | ETF |
VOE Vanguard Mid-Cap Value ETF | $1,487,184 | $14,187 ▼ | -0.9% | 9,539 | 0.1% | ETF |
HDV iShares Core High Dividend ETF | $1,486,623 | | 0.0% | 13,489 | 0.1% | ETF |
AMGN Amgen | $1,475,564 | $92,685 ▼ | -5.9% | 5,190 | 0.1% | Medical |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $1,469,580 | $81,509 ▼ | -5.3% | 16,389 | 0.1% | ETF |
VTV Vanguard Value ETF | $1,465,836 | $42,016 ▼ | -2.8% | 9,001 | 0.1% | ETF |
IBB iShares Biotechnology ETF | $1,419,843 | $308,202 ▼ | -17.8% | 10,347 | 0.1% | Finance |
VDE Vanguard Energy ETF | $1,365,064 | $5,531 ▲ | 0.4% | 10,365 | 0.1% | ETF |
DGRO iShares Core Dividend Growth ETF | $1,364,125 | $43,197 ▼ | -3.1% | 23,495 | 0.1% | ETF |
TIP iShares TIPS Bond ETF | $1,310,253 | $65,303 ▼ | -4.7% | 12,199 | 0.1% | ETF |
IYW iShares U.S. Technology ETF | $1,309,542 | | 0.0% | 9,696 | 0.1% | Manufacturing |
IXN iShares Global Tech ETF | $1,300,722 | $58,352 ▼ | -4.3% | 17,387 | 0.1% | ETF |
PG Procter & Gamble | $1,277,740 | $5,517 ▼ | -0.4% | 7,875 | 0.1% | Consumer Staples |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | $1,267,118 | $104,434 ▲ | 9.0% | 24,958 | 0.1% | Manufacturing |
VT Vanguard Total World Stock ETF | $1,239,231 | $26,851 ▼ | -2.1% | 11,215 | 0.1% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $1,217,837 | $974,270 ▲ | 400.0% | 20,050 | 0.1% | ETF |
LLY Eli Lilly and Company | $1,205,909 | $64,574 ▼ | -5.1% | 1,550 | 0.1% | Medical |
SDY SPDR S&P Dividend ETF | $1,190,478 | $40,422 ▼ | -3.3% | 9,071 | 0.1% | ETF |
TSLA Tesla | $1,162,324 | $286,362 ▼ | -19.8% | 6,612 | 0.1% | Auto/Tires/Trucks |
XLU Utilities Select Sector SPDR Fund | $1,134,629 | $727,074 ▼ | -39.1% | 17,283 | 0.1% | ETF |
IWR iShares Russell Mid-Cap ETF | $1,133,870 | | 0.0% | 13,484 | 0.1% | ETF |
PFF iShares Preferred and Income Securities ETF | $1,118,181 | $161,407 ▼ | -12.6% | 34,694 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $1,117,074 | $4,807 ▼ | -0.4% | 5,577 | 0.1% | Finance |
SCHP Schwab U.S. TIPS ETF | $1,115,779 | $47,988 ▼ | -4.1% | 21,391 | 0.1% | ETF |
USHY iShares Broad USD High Yield Corporate Bond ETF | $1,104,506 | $253,386 ▲ | 29.8% | 30,186 | 0.1% | ETF |
XLRE Real Estate Select Sector SPDR Fund | $1,097,968 | $442,571 ▼ | -28.7% | 27,776 | 0.1% | ETF |
VUG Vanguard Growth ETF | $1,093,659 | | 0.0% | 3,177 | 0.1% | ETF |
ABBV AbbVie | $1,077,256 | $348,706 ▲ | 47.9% | 5,916 | 0.1% | Medical |
WMT Walmart | $1,052,735 | $688,105 ▲ | 188.7% | 17,496 | 0.1% | Retail/Wholesale |
SMH VanEck Semiconductor ETF | $1,016,955 | $1,016,955 ▲ | New Holding | 4,520 | 0.1% | Manufacturing |
CAT Caterpillar | $1,012,377 | $5,130 ▼ | -0.5% | 2,763 | 0.1% | Industrial Products |
EFA iShares MSCI EAFE ETF | $997,916 | $42,724 ▼ | -4.1% | 12,496 | 0.1% | Finance |
KXI iShares Global Consumer Staples ETF | $985,359 | $18,310 ▼ | -1.8% | 16,145 | 0.1% | ETF |
PEP PepsiCo | $962,205 | $35,002 ▼ | -3.5% | 5,498 | 0.1% | Consumer Staples |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $935,191 | $56,203 ▼ | -5.7% | 8,586 | 0.1% | Finance |
JBL Jabil | $915,951 | $54,652 ▼ | -5.6% | 6,838 | 0.1% | Computer and Technology |
IJT iShares S&P Small-Cap 600 Growth ETF | $898,508 | $96,479 ▼ | -9.7% | 6,873 | 0.1% | ETF |
SPLV Invesco S&P 500 Low Volatility ETF | $895,282 | | 0.0% | 13,592 | 0.1% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $883,045 | $90,740 ▼ | -9.3% | 8,593 | 0.1% | ETF |
EXI iShares Global Industrials ETF | $845,898 | $25,142 ▼ | -2.9% | 6,056 | 0.1% | ETF |
UPS United Parcel Service | $836,639 | $71,491 ▼ | -7.9% | 5,629 | 0.1% | Transportation |
COST Costco Wholesale | $800,577 | $78,373 ▼ | -8.9% | 1,093 | 0.1% | Retail/Wholesale |
ITA iShares U.S. Aerospace & Defense ETF | $794,281 | $8,576 ▼ | -1.1% | 6,020 | 0.1% | ETF |
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF | $777,912 | $47,824 ▲ | 6.6% | 20,772 | 0.1% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $772,291 | $192,266 ▼ | -19.9% | 15,308 | 0.1% | ETF |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $772,022 | $23,863 ▲ | 3.2% | 9,932 | 0.1% | ETF |
VZ Verizon Communications | $771,815 | $64,031 ▼ | -7.7% | 18,394 | 0.1% | Computer and Technology |
IETC iShares U.S. Tech Independence Focused ETF | $762,245 | | 0.0% | 10,766 | 0.1% | ETF |
CSX CSX | $760,936 | | 0.0% | 20,527 | 0.1% | Transportation |
TLT iShares 20+ Year Treasury Bond ETF | $760,935 | | 0.0% | 8,042 | 0.1% | ETF |
PM Philip Morris International | $758,756 | | 0.0% | 8,282 | 0.1% | Consumer Staples |
GDX VanEck Gold Miners ETF | $736,804 | | 0.0% | 23,302 | 0.1% | ETF |
SMBK SmartFinancial | $736,144 | | 0.0% | 34,938 | 0.1% | Finance |
SCHG Schwab U.S. Large-Cap Growth ETF | $727,329 | $15,300 ▼ | -2.1% | 7,844 | 0.1% | ETF |
KO Coca-Cola | $725,108 | | 0.0% | 11,852 | 0.1% | Consumer Staples |
ADI Analog Devices | $722,725 | $40,745 ▼ | -5.3% | 3,654 | 0.1% | Computer and Technology |
IEUR iShares Core MSCI Europe ETF | $695,644 | | 0.0% | 12,025 | 0.1% | ETF |
ALB Albemarle | $688,793 | $34,255 ▼ | -4.7% | 5,228 | 0.1% | Basic Materials |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $671,696 | $42,813 ▼ | -6.0% | 14,026 | 0.1% | Manufacturing |
MCO Moody's | $663,828 | $78,999 ▼ | -10.6% | 1,689 | 0.1% | Finance |
AVGO Broadcom | $662,705 | $662,705 ▲ | New Holding | 500 | 0.1% | Computer and Technology |
EPD Enterprise Products Partners | $656,149 | $5,865 ▲ | 0.9% | 22,486 | 0.1% | Oils/Energy |
EEM iShares MSCI Emerging Markets ETF | $648,102 | $34,095 ▼ | -5.0% | 15,777 | 0.1% | Finance |
XBI SPDR S&P Biotech ETF | $646,486 | $3,131 ▼ | -0.5% | 6,813 | 0.1% | ETF |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $640,751 | $23,745 ▲ | 3.8% | 9,040 | 0.1% | ETF |
INTC Intel | $631,219 | $36,484 ▼ | -5.5% | 14,291 | 0.0% | Computer and Technology |
PFE Pfizer | $631,146 | $38,739 ▼ | -5.8% | 22,744 | 0.0% | Medical |
BMY Bristol-Myers Squibb | $630,645 | $61,823 ▼ | -8.9% | 11,629 | 0.0% | Medical |
QCOM QUALCOMM | $629,796 | $629,796 ▲ | New Holding | 3,720 | 0.0% | Computer and Technology |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $626,575 | | 0.0% | 14,726 | 0.0% | ETF |
VANGUARD MALVERN FDS
| $624,213 | $624,213 ▲ | New Holding | 8,160 | 0.0% | CORE BD ETF |
SRLN SPDR Blackstone Senior Loan ETF | $623,650 | | 0.0% | 14,810 | 0.0% | ETF |
PSCT Invesco S&P SmallCap Information Technology ETF | $620,276 | | 0.0% | 13,368 | 0.0% | ETF |
PFXF VanEck Preferred Securities ex Financials ETF | $598,170 | | 0.0% | 33,814 | 0.0% | ETF |
SOXX iShares Semiconductor ETF | $595,752 | $411,627 ▲ | 223.6% | 2,637 | 0.0% | ETF |
TAP Molson Coors Beverage | $567,120 | $57,902 ▼ | -9.3% | 8,433 | 0.0% | Consumer Staples |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $552,966 | | 0.0% | 22,288 | 0.0% | ETF |
DJP iPath Bloomberg Commodity Index Total Return ETN | $546,427 | | 0.0% | 17,570 | 0.0% | Finance |
XT iShares Exponential Technologies ETF | $546,116 | | 0.0% | 9,160 | 0.0% | Manufacturing |
STIP iShares 0-5 Year TIPS Bond ETF | $531,354 | | 0.0% | 5,344 | 0.0% | ETF |
RTX RTX | $528,418 | $60,274 ▼ | -10.2% | 5,418 | 0.0% | Aerospace |
IWN iShares Russell 2000 Value ETF | $527,567 | | 0.0% | 3,322 | 0.0% | ETF |
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF | $516,237 | $14,827 ▼ | -2.8% | 9,122 | 0.0% | ETF |
SHV iShares Short Treasury Bond ETF | $489,208 | $30,175 ▼ | -5.8% | 4,426 | 0.0% | ETF |
MO Altria Group | $485,362 | $393 ▲ | 0.1% | 11,127 | 0.0% | Consumer Staples |
QLD ProShares Ultra QQQ | $482,453 | $50,301 ▼ | -9.4% | 5,515 | 0.0% | ETF |
IXJ iShares Global Healthcare ETF | $481,410 | $108,056 ▼ | -18.3% | 5,168 | 0.0% | ETF |
IBDP iShares iBonds Dec 2024 Term Corporate ETF | $477,028 | $76,403 ▼ | -13.8% | 19,043 | 0.0% | ETF |
UCBI United Community Banks | $470,023 | | 0.0% | 17,858 | 0.0% | Finance |
IYK iShares U.S. Consumer Staples ETF | $465,708 | $310,495 ▲ | 200.0% | 6,886 | 0.0% | ETF |
CSCO Cisco Systems | $463,835 | $50 ▲ | 0.0% | 9,293 | 0.0% | Computer and Technology |
VYMI Vanguard International High Dividend Yield ETF | $460,260 | $3,165 ▲ | 0.7% | 6,690 | 0.0% | ETF |
V Visa | $459,645 | $47,165 ▼ | -9.3% | 1,647 | 0.0% | Business Services |
NXPI NXP Semiconductors | $458,127 | $70,614 ▼ | -13.4% | 1,849 | 0.0% | Computer and Technology |
IGF iShares Global Infrastructure ETF | $455,586 | | 0.0% | 9,567 | 0.0% | Manufacturing |
SPEM SPDR Portfolio Emerging Markets ETF | $451,833 | | 0.0% | 12,485 | 0.0% | ETF |
ISHARES BITCOIN TR
| $447,801 | $447,801 ▲ | New Holding | 11,065 | 0.0% | SHS |
VHT Vanguard Health Care ETF | $445,909 | $188,321 ▼ | -29.7% | 1,648 | 0.0% | ETF |
IYM iShares U.S. Basic Materials ETF | $432,111 | $38,410 ▼ | -8.2% | 2,925 | 0.0% | ETF |
IYC iShares U.S. Consumer Discretionary ETF | $427,983 | | 0.0% | 5,221 | 0.0% | ETF |
GNR SPDR S&P Global Natural Resources ETF | $418,545 | | 0.0% | 7,225 | 0.0% | ETF |
VUSB Vanguard Ultra-Short Bond ETF | $415,154 | $80,474 ▲ | 24.0% | 8,378 | 0.0% | ETF |
SNPS Synopsys | $405,765 | $405,765 ▲ | New Holding | 710 | 0.0% | Computer and Technology |
GOOGL Alphabet | $404,493 | $51,316 ▼ | -11.3% | 2,680 | 0.0% | Computer and Technology |
ABT Abbott Laboratories | $400,133 | $4,547 ▼ | -1.1% | 3,520 | 0.0% | Medical |
IWO iShares Russell 2000 Growth ETF | $398,076 | | 0.0% | 1,470 | 0.0% | ETF |
MCD McDonald's | $396,043 | $5,920 ▼ | -1.5% | 1,405 | 0.0% | Retail/Wholesale |
LOB Live Oak Bancshares | $389,904 | $1,038 ▼ | -0.3% | 9,393 | 0.0% | Finance |
LOW Lowe's Companies | $381,699 | $36,182 ▼ | -8.7% | 1,498 | 0.0% | Retail/Wholesale |
JETS U.S. Global Jets ETF | $379,118 | | 0.0% | 18,045 | 0.0% | ETF |
DUK Duke Energy | $369,143 | $25,145 ▼ | -6.4% | 3,817 | 0.0% | Utilities |
PLTR Palantir Technologies | $368,506 | $9,480 ▲ | 2.6% | 16,015 | 0.0% | Business Services |
HSY Hershey | $368,189 | $12,643 ▼ | -3.3% | 1,893 | 0.0% | Consumer Staples |
PGX Invesco Preferred ETF | $364,573 | $2,471 ▼ | -0.7% | 30,688 | 0.0% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $353,307 | $2,811 ▼ | -0.8% | 4,650 | 0.0% | ETF |
AZN AstraZeneca | $352,436 | $28,658 ▼ | -7.5% | 5,202 | 0.0% | Medical |
VSGX Vanguard ESG International Stock ETF | $346,268 | $3,103 ▲ | 0.9% | 6,025 | 0.0% | ETF |
NEAR BlackRock Short Duration Bond ETF | $342,288 | $45,971 ▼ | -11.8% | 6,783 | 0.0% | ETF |
IYJ iShares U.S. Industrials ETF | $335,646 | $27,908 ▼ | -7.7% | 2,670 | 0.0% | ETF |
SO Southern | $335,528 | $23,961 ▲ | 7.7% | 4,677 | 0.0% | Utilities |
PII Polaris | $335,103 | $19,323 ▼ | -5.5% | 3,347 | 0.0% | Auto/Tires/Trucks |
ACWV iShares MSCI Global Min Vol Factor ETF | $334,970 | $316 ▲ | 0.1% | 3,182 | 0.0% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $332,099 | | 0.0% | 3,171 | 0.0% | ETF |
VLUE iShares MSCI USA Value Factor ETF | $331,537 | $169,938 ▼ | -33.9% | 3,061 | 0.0% | ETF |
CVX Chevron | $324,629 | $8,045 ▲ | 2.5% | 2,058 | 0.0% | Oils/Energy |
ADBE Adobe | $322,944 | $39,359 ▼ | -10.9% | 640 | 0.0% | Computer and Technology |
IWF iShares Russell 1000 Growth ETF | $319,861 | | 0.0% | 949 | 0.0% | ETF |
EQT EQT | $318,765 | | 0.0% | 8,599 | 0.0% | Oils/Energy |
FLOT iShares Floating Rate Bond ETF | $317,377 | $43,399 ▼ | -12.0% | 6,216 | 0.0% | ETF |
XLV Health Care Select Sector SPDR Fund | $311,268 | | 0.0% | 2,107 | 0.0% | ETF |
FIBR iShares U.S. Fixed Income Balanced Risk Factor ETF | $309,489 | $27,353 ▼ | -8.1% | 3,598 | 0.0% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $308,508 | $1,379 ▲ | 0.4% | 2,684 | 0.0% | Manufacturing |
MDLZ Mondelez International | $296,965 | $5,320 ▼ | -1.8% | 4,242 | 0.0% | Consumer Staples |
IWS iShares Russell Mid-Cap Value ETF | $289,638 | | 0.0% | 2,311 | 0.0% | ETF |
FALN iShares Fallen Angels USD Bond ETF | $278,673 | $14,907 ▼ | -5.1% | 10,375 | 0.0% | Manufacturing |
VPL Vanguard FTSE Pacific ETF | $273,850 | $76 ▲ | 0.0% | 3,602 | 0.0% | ETF |
FNDA Schwab Fundamental U.S. Small Company Index ETF | $272,604 | $1,654 ▼ | -0.6% | 4,780 | 0.0% | ETF |
T AT&T | $272,191 | $24,394 ▼ | -8.2% | 15,465 | 0.0% | Computer and Technology |
CMCSA Comcast | $271,307 | $87 ▲ | 0.0% | 6,259 | 0.0% | Consumer Discretionary |
IJJ iShares S&P Mid-Cap 400 Value ETF | $265,536 | | 0.0% | 2,245 | 0.0% | ETF |
SYK Stryker | $263,814 | $26,847 ▼ | -9.2% | 737 | 0.0% | Medical |
NFLX Netflix | $263,604 | | 0.0% | 434 | 0.0% | Consumer Discretionary |
XLK Technology Select Sector SPDR Fund | $258,672 | | 0.0% | 1,242 | 0.0% | ETF |
RY Royal Bank of Canada | $254,117 | $10,088 ▼ | -3.8% | 2,519 | 0.0% | Finance |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $250,282 | | 0.0% | 10,494 | 0.0% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $249,630 | $2,846 ▲ | 1.2% | 5,262 | 0.0% | Manufacturing |
BAC Bank of America | $247,814 | $114 ▲ | 0.0% | 6,535 | 0.0% | Finance |
VSEC VSE | $247,445 | $247,445 ▲ | New Holding | 3,093 | 0.0% | Construction |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $237,524 | | 0.0% | 9,980 | 0.0% | ETF |
MPC Marathon Petroleum | $236,158 | $236,158 ▲ | New Holding | 1,172 | 0.0% | Oils/Energy |
SCHO Schwab Short-Term U.S. Treasury ETF | $231,036 | $5,641 ▼ | -2.4% | 4,792 | 0.0% | ETF |
DIS Walt Disney | $229,487 | $229,487 ▲ | New Holding | 1,876 | 0.0% | Consumer Discretionary |
META Meta Platforms | $227,738 | $227,738 ▲ | New Holding | 469 | 0.0% | Computer and Technology |
IFRA iShares U.S. Infrastructure ETF | $224,697 | $87 ▲ | 0.0% | 5,182 | 0.0% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $222,038 | | 0.0% | 3,272 | 0.0% | Manufacturing |
RXI iShares Global Consumer Discretionary ETF | $218,370 | $150,224 ▼ | -40.8% | 1,301 | 0.0% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $216,810 | $216,810 ▲ | New Holding | 2,376 | 0.0% | ETF |
IGV iShares Expanded Tech-Software Sector ETF | $211,044 | $168,835 ▲ | 400.0% | 2,475 | 0.0% | ETF |
IWD iShares Russell 1000 Value ETF | $210,097 | $210,097 ▲ | New Holding | 1,173 | 0.0% | ETF |
IBM International Business Machines | $208,990 | $208,990 ▲ | New Holding | 1,094 | 0.0% | Computer and Technology |
IEI iShares 3-7 Year Treasury Bond ETF | $206,606 | $4,053 ▲ | 2.0% | 1,784 | 0.0% | ETF |
PPA Invesco Aerospace & Defense ETF | $206,188 | $206,188 ▲ | New Holding | 2,030 | 0.0% | ETF |
MXI iShares Global Materials ETF | $205,699 | | 0.0% | 2,300 | 0.0% | ETF |
DIVS SmartETFs Dividend Builder ETF | $204,205 | $77,794 ▼ | -27.6% | 7,468 | 0.0% | ETF |
GD General Dynamics | $203,393 | $15,537 ▼ | -7.1% | 720 | 0.0% | Aerospace |
SWKS Skyworks Solutions | $200,717 | $24,372 ▼ | -10.8% | 1,853 | 0.0% | Computer and Technology |
F Ford Motor | $139,818 | $139,818 ▲ | New Holding | 10,528 | 0.0% | Auto/Tires/Trucks |
IGM iShares Expanded Tech Sector ETF | $0 | $280,468 ▼ | -100.0% | 0 | 0.0% | ETF |
NVS Novartis | $0 | $222,034 ▼ | -100.0% | 0 | 0.0% | Medical |
MDT Medtronic | $0 | $208,092 ▼ | -100.0% | 0 | 0.0% | Medical |
