AAPL Apple | $145,063,546 | $18,774,716 ▲ | 14.9% | 707,040 | 3.3% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $126,942,959 | $1,195,753 ▼ | -0.9% | 223,470 | 2.9% | ETF |
MSFT Microsoft | $110,911,048 | $17,313,856 ▲ | 18.5% | 222,977 | 2.5% | Computer and Technology |
SPLG SPDR Portfolio S&P 500 ETF | $91,401,113 | $1,987,417 ▲ | 2.2% | 1,257,410 | 2.1% | ETF |
IVW iShares S&P 500 Growth ETF | $81,916,143 | $41,843,385 ▲ | 104.4% | 744,016 | 1.9% | ETF |
BSV Vanguard Short-Term Bond ETF | $70,686,617 | $4,123,408 ▲ | 6.2% | 898,178 | 1.6% | ETF |
JPM JPMorgan Chase & Co. | $67,140,790 | $6,794,616 ▲ | 11.3% | 231,592 | 1.5% | Finance |
AMZN Amazon.com | $62,287,718 | $6,187,461 ▲ | 11.0% | 283,913 | 1.4% | Retail/Wholesale |
META Meta Platforms | $56,292,508 | $772,788 ▲ | 1.4% | 76,267 | 1.3% | Computer and Technology |
CHD Church & Dwight | $53,654,027 | $73,044 ▲ | 0.1% | 558,256 | 1.2% | Consumer Staples |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $47,887,173 | $3,876,964 ▲ | 8.8% | 946,574 | 1.1% | Manufacturing |
NVDA NVIDIA | $45,764,696 | $3,717,825 ▲ | 8.8% | 289,668 | 1.0% | Computer and Technology |
IJK iShares S&P Mid-Cap 400 Growth ETF | $44,208,764 | $41,158,566 ▲ | 1,349.4% | 485,917 | 1.0% | ETF |
AVGO Broadcom | $43,675,437 | $99,510 ▲ | 0.2% | 158,445 | 1.0% | Computer and Technology |
BIV Vanguard Intermediate-Term Bond ETF | $43,182,742 | $1,767,684 ▲ | 4.3% | 558,349 | 1.0% | ETF |
SPY SPDR S&P 500 ETF Trust | $42,754,204 | $6,868,043 ▲ | 19.1% | 69,167 | 1.0% | Finance |
GOOGL Alphabet | $41,082,411 | $961,864 ▲ | 2.4% | 233,118 | 0.9% | Computer and Technology |
SCHX Schwab US Large-Cap ETF | $39,975,530 | $36,960,074 ▲ | 1,225.7% | 1,635,660 | 0.9% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $39,231,475 | $23,999,573 ▲ | 157.6% | 1,343,084 | 0.9% | ETF |
V Visa | $37,847,889 | $905,739 ▲ | 2.5% | 106,598 | 0.9% | Business Services |
QQQ Invesco QQQ | $37,171,877 | $3,256,946 ▲ | 9.6% | 67,383 | 0.8% | Finance |
AVUS Avantis U.S. Equity ETF | $36,909,489 | $6,590,199 ▲ | 21.7% | 366,093 | 0.8% | ETF |
IEFA iShares Core MSCI EAFE ETF | $34,481,162 | $1,527,934 ▲ | 4.6% | 413,047 | 0.8% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $32,276,620 | $847,550 ▲ | 2.7% | 417,496 | 0.7% | Manufacturing |
VOT Vanguard Mid-Cap Growth ETF | $31,643,765 | $27,333,919 ▲ | 634.2% | 111,205 | 0.7% | ETF |
GOOG Alphabet | $30,495,288 | $1,516,330 ▲ | 5.2% | 171,911 | 0.7% | Computer and Technology |
STIP iShares 0-5 Year TIPS Bond ETF | $30,416,694 | $1,334,845 ▼ | -4.2% | 295,566 | 0.7% | ETF |
IVV iShares Core S&P 500 ETF | $30,160,693 | $404,825 ▲ | 1.4% | 48,576 | 0.7% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $27,999,565 | $1,611,403 ▲ | 6.1% | 282,254 | 0.6% | Finance |
WMT Walmart | $27,317,694 | $578,076 ▼ | -2.1% | 279,379 | 0.6% | Retail/Wholesale |
HD Home Depot | $27,106,676 | $5,995,352 ▲ | 28.4% | 73,932 | 0.6% | Retail/Wholesale |
XOM Exxon Mobil | $24,817,768 | $7,852,781 ▲ | 46.3% | 230,221 | 0.6% | Energy |
IJT iShares S&P Small-Cap 600 Growth ETF | $23,867,324 | $21,634,519 ▲ | 968.9% | 179,400 | 0.5% | ETF |
IJR iShares Core S&P Small-Cap ETF | $23,606,262 | $1,081,755 ▼ | -4.4% | 215,996 | 0.5% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $23,254,060 | $817,695 ▲ | 3.6% | 407,894 | 0.5% | ETF |
BRK.B Berkshire Hathaway | $23,211,384 | $1,177,984 ▼ | -4.8% | 47,783 | 0.5% | Finance |
SMMD iShares Russell 2500 ETF | $22,987,782 | $327,581 ▼ | -1.4% | 339,153 | 0.5% | ETF |
VTI Vanguard Total Stock Market ETF | $20,408,114 | $237,374 ▼ | -1.1% | 67,146 | 0.5% | ETF |
DFAI Dimensional International Core Equity Market ETF | $20,382,661 | $1,137,388 ▲ | 5.9% | 589,605 | 0.5% | ETF |
JNJ Johnson & Johnson | $20,070,600 | $5,340,755 ▲ | 36.3% | 131,395 | 0.5% | Medical |
ABBV AbbVie | $19,325,805 | $7,028,747 ▲ | 57.2% | 104,114 | 0.4% | Medical |
CRM Salesforce | $18,680,580 | $373,039 ▲ | 2.0% | 68,505 | 0.4% | Computer and Technology |
SCHF Schwab International Equity ETF | $18,377,780 | $812,197 ▲ | 4.6% | 831,574 | 0.4% | ETF |
MSI Motorola Solutions | $18,090,985 | $688,724 ▲ | 4.0% | 43,026 | 0.4% | Computer and Technology |
MUB iShares National Muni Bond ETF | $17,710,887 | $47,329 ▲ | 0.3% | 169,515 | 0.4% | ETF |
ETN Eaton | $17,664,949 | $692,561 ▼ | -3.8% | 49,483 | 0.4% | Industrials |
TT Trane Technologies | $16,734,737 | $709,036 ▼ | -4.1% | 38,259 | 0.4% | Construction |
COST Costco Wholesale | $16,649,689 | $4,368,576 ▼ | -20.8% | 16,819 | 0.4% | Retail/Wholesale |
CVIE Calvert International Responsible Index ETF | $16,201,595 | $5,291,752 ▲ | 48.5% | 248,877 | 0.4% | ETF |
LLY Eli Lilly and Company | $16,126,091 | $2,284,796 ▲ | 16.5% | 20,687 | 0.4% | Medical |
VBK Vanguard Small-Cap Growth ETF | $16,073,218 | $14,379,521 ▲ | 849.0% | 58,003 | 0.4% | ETF |
IBM International Business Machines | $15,953,776 | $11,015,625 ▲ | 223.1% | 54,121 | 0.4% | Computer and Technology |
SCHW Charles Schwab | $15,900,326 | $1,027,546 ▲ | 6.9% | 174,269 | 0.4% | Finance |
BKNG Booking | $15,891,254 | $816,272 ▲ | 5.4% | 2,745 | 0.4% | Retail/Wholesale |
UNH UnitedHealth Group | $15,668,103 | $908,147 ▲ | 6.2% | 50,223 | 0.4% | Medical |
VZ Verizon Communications | $15,585,089 | $5,247,877 ▲ | 50.8% | 360,182 | 0.4% | Computer and Technology |
QQQM Invesco NASDAQ 100 ETF | $15,429,844 | $4,834,274 ▲ | 45.6% | 67,943 | 0.3% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $14,574,622 | $9,069,629 ▼ | -38.4% | 230,830 | 0.3% | Manufacturing |
PM Philip Morris International | $14,500,791 | $1,638,620 ▲ | 12.7% | 79,618 | 0.3% | Consumer Staples |
ORCL Oracle | $14,470,988 | $1,154,373 ▲ | 8.7% | 66,189 | 0.3% | Computer and Technology |
AMAT Applied Materials | $14,127,655 | $6,421,528 ▲ | 83.3% | 77,171 | 0.3% | Computer and Technology |
AVDE Avantis International Equity ETF | $14,045,130 | $595,853 ▼ | -4.1% | 189,774 | 0.3% | ETF |
PRF Invesco RAFI US 1000 ETF | $13,994,954 | $1,891,159 ▲ | 15.6% | 331,085 | 0.3% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $13,958,962 | $277,396 ▲ | 2.0% | 572,558 | 0.3% | ETF |
TSM Taiwan Semiconductor Manufacturing | $13,937,655 | $850,478 ▲ | 6.5% | 61,537 | 0.3% | Computer and Technology |
VO Vanguard Mid-Cap ETF | $13,851,889 | $683,792 ▲ | 5.2% | 49,489 | 0.3% | ETF |
MDT Medtronic | $13,608,129 | $250,009 ▲ | 1.9% | 156,107 | 0.3% | Medical |
PG Procter & Gamble | $13,496,959 | $5,385,496 ▲ | 66.4% | 84,716 | 0.3% | Consumer Staples |
SUSA iShares MSCI USA ESG Select ETF | $13,490,689 | $164,649 ▲ | 1.2% | 106,435 | 0.3% | ETF |
COWZ Pacer US Cash Cows 100 ETF | $13,367,819 | $4,539,802 ▲ | 51.4% | 242,610 | 0.3% | ETF |
ADI Analog Devices | $12,543,372 | $585,289 ▲ | 4.9% | 52,699 | 0.3% | Computer and Technology |
FI Fiserv | $12,503,290 | $13,103 ▲ | 0.1% | 72,521 | 0.3% | Business Services |
IQV IQVIA | $12,409,749 | $1,881,626 ▲ | 17.9% | 78,747 | 0.3% | Medical |
JAAA Janus Henderson AAA CLO ETF | $12,184,435 | $60,139 ▼ | -0.5% | 240,088 | 0.3% | ETF |
MA Mastercard | $12,068,523 | $610,254 ▼ | -4.8% | 21,477 | 0.3% | Business Services |
APD Air Products and Chemicals | $11,996,409 | $270,780 ▲ | 2.3% | 42,531 | 0.3% | Basic Materials |
KO CocaCola | $11,860,086 | $6,606,287 ▲ | 125.7% | 167,630 | 0.3% | Consumer Staples |
LRGF iShares U.S. Equity Factor ETF | $11,844,848 | $1,476,782 ▲ | 14.2% | 184,701 | 0.3% | ETF |
FBND Fidelity Total Bond ETF | $11,843,644 | $627,756 ▲ | 5.6% | 258,737 | 0.3% | ETF |
CSCO Cisco Systems | $11,699,871 | $571,135 ▲ | 5.1% | 168,635 | 0.3% | Computer and Technology |
VB Vanguard Small-Cap ETF | $11,590,328 | $726,307 ▲ | 6.7% | 48,895 | 0.3% | ETF |
FDVV Fidelity High Dividend ETF | $11,580,354 | $291,467 ▲ | 2.6% | 222,614 | 0.3% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $11,384,862 | $202,556 ▲ | 1.8% | 200,262 | 0.3% | ETF |
BX Blackstone | $11,266,118 | $211,956 ▲ | 1.9% | 75,318 | 0.3% | Finance |
LVHI Franklin International Low Volatility High Dividend Index ETF | $11,236,056 | $4,614,415 ▲ | 69.7% | 345,194 | 0.3% | ETF |
SPTL SPDR Portfolio Long Term Treasury ETF | $11,153,621 | $601,905 ▼ | -5.1% | 419,624 | 0.3% | ETF |
TJX TJX Companies | $11,100,050 | $271,058 ▼ | -2.4% | 89,887 | 0.3% | Retail/Wholesale |
AVDV Avantis International Small Cap Value ETF | $11,013,338 | $421,215 ▲ | 4.0% | 138,917 | 0.2% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $10,983,168 | $497,110 ▼ | -4.3% | 237,577 | 0.2% | Manufacturing |
SDY SPDR S&P Dividend ETF | $10,967,992 | $65,693 ▼ | -0.6% | 80,808 | 0.2% | ETF |
ELV Elevance Health | $10,670,664 | $1,551,163 ▲ | 17.0% | 27,434 | 0.2% | Medical |
VCSH Vanguard Short-Term Corporate Bond ETF | $10,472,184 | $992,085 ▲ | 10.5% | 131,725 | 0.2% | ETF |
SPGI S&P Global | $10,452,818 | $108,620 ▲ | 1.1% | 19,824 | 0.2% | Finance |
CB Chubb | $10,450,356 | $109,516 ▼ | -1.0% | 36,070 | 0.2% | Finance |
CME CME Group | $10,412,566 | $827 ▲ | 0.0% | 37,779 | 0.2% | Finance |
GTO Invesco Total Return Bond ETF | $10,240,271 | $981,174 ▲ | 10.6% | 218,389 | 0.2% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $10,174,018 | $1,130,232 ▼ | -10.0% | 121,496 | 0.2% | Manufacturing |
XLG Invesco S&P 500 Top 50 ETF | $10,145,089 | $1,136,089 ▲ | 12.6% | 194,724 | 0.2% | ETF |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $10,144,260 | $177,082 ▼ | -1.7% | 190,360 | 0.2% | Manufacturing |
AMD Advanced Micro Devices | $10,075,731 | $147,860 ▼ | -1.4% | 71,006 | 0.2% | Computer and Technology |
