AAPL Apple | $136,728,116 | $2,168,433 ▲ | 1.6% | 615,532 | 3.5% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $115,925,095 | $6,667,460 ▼ | -5.4% | 225,575 | 3.0% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $80,889,288 | $64,684,258 ▲ | 399.2% | 1,230,069 | 2.1% | ETF |
MSFT Microsoft | $70,637,180 | $3,099,238 ▲ | 4.6% | 188,169 | 1.8% | Computer and Technology |
BSV Vanguard Short-Term Bond ETF | $66,207,938 | $39,219,278 ▲ | 145.3% | 845,784 | 1.7% | ETF |
CHD Church & Dwight | $61,374,766 | $5,394 ▲ | 0.0% | 557,496 | 1.6% | Consumer Staples |
JPM JPMorgan Chase & Co. | $51,060,557 | $1,893,230 ▲ | 3.9% | 208,155 | 1.3% | Finance |
AMZN Amazon.com | $48,651,501 | $2,340,584 ▲ | 5.1% | 255,710 | 1.3% | Retail/Wholesale |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $43,740,533 | $1,654,564 ▲ | 3.9% | 869,939 | 1.1% | Manufacturing |
META Meta Platforms | $43,354,078 | $1,399,411 ▲ | 3.3% | 75,220 | 1.1% | Computer and Technology |
BIV Vanguard Intermediate-Term Bond ETF | $41,002,743 | $30,400,007 ▲ | 286.7% | 535,493 | 1.1% | ETF |
IVE iShares S&P 500 Value ETF | $40,411,189 | $38,812,603 ▲ | 2,427.9% | 212,043 | 1.0% | ETF |
V Visa | $36,464,125 | $1,807,663 ▲ | 5.2% | 104,047 | 0.9% | Business Services |
GOOGL Alphabet | $35,205,368 | $1,199,389 ▲ | 3.5% | 227,660 | 0.9% | Computer and Technology |
IVW iShares S&P 500 Growth ETF | $33,787,110 | $20,784,856 ▼ | -38.1% | 363,967 | 0.9% | ETF |
SPY SPDR S&P 500 ETF Trust | $32,495,162 | $892,755 ▲ | 2.8% | 58,056 | 0.8% | Finance |
STIP iShares 0-5 Year TIPS Bond ETF | $31,924,327 | $31,924,327 ▲ | New Holding | 308,537 | 0.8% | ETF |
IEFA iShares Core MSCI EAFE ETF | $29,862,374 | $9,152,588 ▲ | 44.2% | 394,744 | 0.8% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $29,317,530 | $27,882,795 ▲ | 1,943.4% | 1,102,992 | 0.8% | ETF |
NVDA NVIDIA | $28,843,762 | $1,384,118 ▲ | 5.0% | 266,136 | 0.7% | Computer and Technology |
QQQ Invesco QQQ | $28,829,175 | $2,306,184 ▼ | -7.4% | 61,479 | 0.7% | Finance |
IXUS iShares Core MSCI Total International Stock ETF | $28,380,028 | $6,402,406 ▲ | 29.1% | 406,533 | 0.7% | Manufacturing |
AVUS Avantis U.S. Equity ETF | $27,781,142 | $2,554,305 ▲ | 10.1% | 300,727 | 0.7% | ETF |
IVV iShares Core S&P 500 ETF | $26,928,209 | $1,253,586 ▲ | 4.9% | 47,924 | 0.7% | ETF |
BRK.B Berkshire Hathaway | $26,739,597 | $1,906,624 ▲ | 7.7% | 50,208 | 0.7% | Finance |
IJJ iShares S&P Mid-Cap 400 Value ETF | $26,625,791 | $25,822,283 ▲ | 3,213.7% | 222,382 | 0.7% | ETF |
AVGO Broadcom | $26,467,962 | $746,904 ▲ | 2.9% | 158,084 | 0.7% | Computer and Technology |
AGG iShares Core U.S. Aggregate Bond ETF | $26,313,735 | $14,527,109 ▼ | -35.6% | 266,010 | 0.7% | Finance |
GOOG Alphabet | $25,522,303 | $443,226 ▲ | 1.8% | 163,363 | 0.7% | Computer and Technology |
WMT Walmart | $25,046,401 | $1,209,429 ▲ | 5.1% | 285,291 | 0.7% | Retail/Wholesale |
UNH UnitedHealth Group | $24,779,450 | $1,315,649 ▲ | 5.6% | 47,312 | 0.6% | Medical |
IJR iShares Core S&P Small-Cap ETF | $23,621,688 | $104,988 ▼ | -0.4% | 225,894 | 0.6% | ETF |
SMMD iShares Russell 2500 ETF | $21,512,872 | $74,735 ▼ | -0.3% | 343,986 | 0.6% | ETF |
HD Home Depot | $21,102,600 | $210,366 ▲ | 1.0% | 57,580 | 0.5% | Retail/Wholesale |
VOE Vanguard Mid-Cap Value ETF | $20,655,130 | $19,283,152 ▲ | 1,405.5% | 128,660 | 0.5% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $20,629,721 | $18,040,766 ▲ | 696.8% | 374,473 | 0.5% | Manufacturing |
COST Costco Wholesale | $20,081,307 | $6,697,237 ▲ | 50.0% | 21,232 | 0.5% | Retail/Wholesale |
VEA Vanguard FTSE Developed Markets ETF | $20,004,165 | $209,826 ▼ | -1.0% | 393,551 | 0.5% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $18,863,342 | $18,204,670 ▲ | 2,763.8% | 193,510 | 0.5% | ETF |
XOM Exxon Mobil | $18,716,623 | $1,043,136 ▲ | 5.9% | 157,375 | 0.5% | Energy |
VTI Vanguard Total Stock Market ETF | $18,668,880 | $4,480,399 ▲ | 31.6% | 67,927 | 0.5% | ETF |
MSI Motorola Solutions | $18,119,743 | $461,443 ▲ | 2.6% | 41,388 | 0.5% | Computer and Technology |
CRM Salesforce | $18,016,819 | $1,269,338 ▲ | 7.6% | 67,137 | 0.5% | Computer and Technology |
MUB iShares National Muni Bond ETF | $17,825,981 | $698,543 ▼ | -3.8% | 169,062 | 0.5% | ETF |
DFAI Dimensional International Core Equity Market ETF | $17,385,860 | $17,385,860 ▲ | New Holding | 556,704 | 0.5% | ETF |
FI Fiserv | $15,997,957 | $2,103,617 ▲ | 15.1% | 72,445 | 0.4% | Business Services |
JNJ Johnson & Johnson | $15,992,197 | $250,088 ▲ | 1.6% | 96,431 | 0.4% | Medical |
SCHF Schwab International Equity ETF | $15,721,601 | $77,498 ▲ | 0.5% | 794,823 | 0.4% | ETF |
VBR Vanguard Small-Cap Value ETF | $15,237,792 | $12,044,033 ▲ | 377.1% | 81,796 | 0.4% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $14,933,055 | $7,865,285 ▲ | 111.3% | 159,439 | 0.4% | ETF |
LLY Eli Lilly and Company | $14,664,392 | $976,195 ▲ | 7.1% | 17,756 | 0.4% | Medical |
ETN Eaton | $13,978,499 | $99,491 ▼ | -0.7% | 51,423 | 0.4% | Industrials |
ABBV AbbVie | $13,880,149 | $367,285 ▲ | 2.7% | 66,248 | 0.4% | Medical |
IEF iShares 7-10 Year Treasury Bond ETF | $13,776,164 | $10,564,565 ▲ | 329.0% | 144,449 | 0.4% | ETF |
MDT Medtronic | $13,770,355 | $1,099,371 ▲ | 8.7% | 153,239 | 0.4% | Medical |
SCHO Schwab Short-Term U.S. Treasury ETF | $13,659,122 | $2,708,434 ▼ | -16.5% | 561,180 | 0.4% | ETF |
TT Trane Technologies | $13,436,146 | $400,591 ▲ | 3.1% | 39,880 | 0.3% | Construction |
AVDE Avantis International Equity ETF | $13,109,834 | $1,704,461 ▲ | 14.9% | 197,825 | 0.3% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $13,057,431 | $16,711,299 ▼ | -56.1% | 521,462 | 0.3% | ETF |
MRK Merck & Co., Inc. | $12,948,048 | $601,041 ▲ | 4.9% | 144,250 | 0.3% | Medical |
SCHW Charles Schwab | $12,760,187 | $900,611 ▲ | 7.6% | 163,007 | 0.3% | Finance |
MA Mastercard | $12,366,954 | $704,867 ▲ | 6.0% | 22,563 | 0.3% | Business Services |
APD Air Products and Chemicals | $12,259,926 | $83,166 ▲ | 0.7% | 41,571 | 0.3% | Basic Materials |
JAAA Janus Henderson AAA CLO ETF | $12,234,982 | $5,474,867 ▲ | 81.0% | 241,273 | 0.3% | ETF |
VO Vanguard Mid-Cap ETF | $12,166,974 | $14,944,539 ▼ | -55.1% | 47,046 | 0.3% | ETF |
IAU iShares Gold Trust | $12,159,440 | $5,580,034 ▲ | 84.8% | 206,232 | 0.3% | Finance |
SUSA iShares MSCI USA ESG Select ETF | $12,077,043 | $9,327,499 ▼ | -43.6% | 105,136 | 0.3% | ETF |
SPTL SPDR Portfolio Long Term Treasury ETF | $12,056,247 | $10,549,015 ▲ | 699.9% | 442,269 | 0.3% | ETF |
BKNG Booking | $11,995,424 | $741,653 ▲ | 6.6% | 2,604 | 0.3% | Retail/Wholesale |
IQV IQVIA | $11,778,084 | $1,202,014 ▲ | 11.4% | 66,807 | 0.3% | Medical |
PEP PepsiCo | $11,681,218 | $613,112 ▲ | 5.5% | 77,905 | 0.3% | Consumer Staples |
PRF Invesco FTSE RAFI US 1000 ETF | $11,571,193 | $78,597 ▲ | 0.7% | 286,345 | 0.3% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $11,443,032 | $1,713,344 ▲ | 17.6% | 248,330 | 0.3% | Manufacturing |
JEPI JPMorgan Equity Premium Income ETF | $11,239,409 | $1,127,146 ▲ | 11.1% | 196,699 | 0.3% | ETF |
TJX TJX Companies | $11,215,577 | $503,277 ▲ | 4.7% | 92,082 | 0.3% | Retail/Wholesale |
PM Philip Morris International | $11,209,611 | $894,597 ▲ | 8.7% | 70,621 | 0.3% | Consumer Staples |
FBND Fidelity Total Bond ETF | $11,191,508 | $823,526 ▲ | 7.9% | 245,023 | 0.3% | ETF |
CVX Chevron | $11,046,515 | $274,858 ▲ | 2.6% | 66,032 | 0.3% | Energy |
SDY SPDR S&P Dividend ETF | $11,029,600 | $158,201 ▼ | -1.4% | 81,292 | 0.3% | ETF |
CB Chubb | $11,006,845 | $607,297 ▲ | 5.8% | 36,448 | 0.3% | Finance |
VZ Verizon Communications | $10,836,513 | $651,506 ▲ | 6.4% | 238,900 | 0.3% | Computer and Technology |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $10,780,604 | $48,385,380 ▼ | -81.8% | 134,993 | 0.3% | Manufacturing |
FDVV Fidelity High Dividend ETF | $10,763,748 | $384,301 ▲ | 3.7% | 217,011 | 0.3% | ETF |
BX Blackstone | $10,329,768 | $150,681 ▲ | 1.5% | 73,901 | 0.3% | Finance |
ELV Elevance Health | $10,197,914 | $1,265,279 ▲ | 14.2% | 23,446 | 0.3% | Medical |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $10,172,238 | $3,375,043 ▼ | -24.9% | 193,683 | 0.3% | Manufacturing |
CMCSA Comcast | $10,163,709 | $626,304 ▲ | 6.6% | 275,439 | 0.3% | Consumer Discretionary |
VB Vanguard Small-Cap ETF | $10,162,924 | $2,076,225 ▲ | 25.7% | 45,831 | 0.3% | ETF |
ADI Analog Devices | $10,131,960 | $585,653 ▲ | 6.1% | 50,240 | 0.3% | Computer and Technology |
CME CME Group | $10,021,542 | $182,784 ▲ | 1.9% | 37,776 | 0.3% | Finance |
SPGI S&P Global | $9,967,923 | $532,998 ▲ | 5.6% | 19,618 | 0.3% | Business Services |
CSCO Cisco Systems | $9,898,531 | $277,944 ▲ | 2.9% | 160,403 | 0.3% | Computer and Technology |
CVIE Calvert International Responsible Index ETF | $9,702,717 | $9,702,717 ▲ | New Holding | 167,589 | 0.3% | ETF |
EFV iShares MSCI EAFE Value ETF | $9,604,590 | $7,379,378 ▲ | 331.6% | 162,956 | 0.2% | ETF |
TSM Taiwan Semiconductor Manufacturing | $9,591,877 | $866,194 ▲ | 9.9% | 57,782 | 0.2% | Computer and Technology |
NOW ServiceNow | $9,523,444 | $4,147,897 ▲ | 77.2% | 11,962 | 0.2% | Computer and Technology |
VCSH Vanguard Short-Term Corporate Bond ETF | $9,413,337 | $668,942 ▲ | 7.6% | 119,246 | 0.2% | ETF |
LRGF iShares U.S. Equity Factor ETF | $9,357,625 | $38,953 ▲ | 0.4% | 161,673 | 0.2% | ETF |
AVDV Avantis International Small Cap Value ETF | $9,317,579 | $9,317,579 ▲ | New Holding | 133,604 | 0.2% | ETF |
GTO Invesco Total Return Bond ETF | $9,266,980 | $422,464 ▲ | 4.8% | 197,464 | 0.2% | ETF |
