AAPL Apple | $73,858,824 | $129,212 ▲ | 0.2% | 221,785 | 4.3% | Technology |
VTI Vanguard Total Stock Market ETF | $70,004,451 | $223,795 ▲ | 0.3% | 187,058 | 4.1% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $63,305,609 | $900,962 ▼ | -1.4% | 284,852 | 3.7% | ETF |
VB Vanguard Small-Cap ETF | $50,427,140 | $2,279,328 ▲ | 4.7% | 177,255 | 2.9% | ETF |
QQQ Invesco QQQ | $50,290,491 | $493,428 ▲ | 1.0% | 67,981 | 2.9% | ETF |
VYM Vanguard High Dividend Yield ETF | $49,334,477 | $874,396 ▲ | 1.8% | 317,877 | 2.9% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $46,888,418 | $1,123,912 ▲ | 2.5% | 565,125 | 2.7% | ETF |
MSFT Microsoft | $46,873,534 | $1,411,504 ▲ | 3.1% | 91,389 | 2.7% | Technology |
NVDA NVIDIA | $42,688,846 | $19,869 ▲ | 0.0% | 186,920 | 2.5% | Technology |
IVV iShares Core S&P 500 ETF | $41,136,763 | $794,950 ▲ | 2.0% | 53,714 | 2.4% | ETF |
SPY SPDR S&P 500 ETF Trust | $37,191,996 | $974,643 ▼ | -2.6% | 48,768 | 2.2% | ETF |
GOOGL Alphabet | $30,560,868 | $21,333 ▼ | -0.1% | 88,819 | 1.8% | Communication Services |
VEA Vanguard FTSE Developed Markets ETF | $27,480,267 | $319,934 ▲ | 1.2% | 389,184 | 1.6% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $24,550,482 | $439,865 ▲ | 1.8% | 436,686 | 1.4% | ETF |
AMZN Amazon.com | $24,485,998 | $2,823,870 ▲ | 13.0% | 98,278 | 1.4% | Consumer Discretionary |
JPMorgan Hedged Equity Laddere
| $23,178,894 | $2,907,564 ▲ | 14.3% | 335,100 | 1.4% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $23,104,587 | $1,503,523 ▲ | 7.0% | 237,604 | 1.4% | ETF |
AVGO Broadcom | $22,427,980 | $259,529 ▲ | 1.2% | 63,863 | 1.3% | Technology |
IJH iShares Core S&P Mid-Cap ETF | $21,713,854 | $48,278 ▼ | -0.2% | 301,791 | 1.3% | ETF |
JNJ Johnson & Johnson | $21,388,646 | $198,291 ▼ | -0.9% | 80,791 | 1.2% | Healthcare |
SCHD Schwab US Dividend Equity ETF | $21,327,366 | $1,339,912 ▲ | 6.7% | 655,621 | 1.2% | ETF |
IJR iShares Core S&P Small-Cap ETF | $19,784,079 | $91,011 ▼ | -0.5% | 145,428 | 1.2% | ETF |
BND Vanguard Total Bond Market ETF | $19,646,122 | $862,073 ▲ | 4.6% | 280,059 | 1.1% | ETF |
BRK.B Berkshire Hathaway | $19,188,004 | $272,877 ▼ | -1.4% | 38,534 | 1.1% | Finance |
RSP Invesco S&P 500 Equal Weight ETF | $18,317,279 | $165,585 ▲ | 0.9% | 88,055 | 1.1% | ETF |
Dimensional ETF Trust Dimensio
| $17,114,661 | $17,114,661 ▲ | New Holding | 408,367 | 1.0% | ETF |
IWM iShares Russell 2000 ETF | $16,025,647 | $21,120 ▼ | -0.1% | 57,669 | 0.9% | ETF |
JPM JPMorgan Chase & Co. | $14,902,664 | $976,947 ▲ | 7.0% | 45,046 | 0.9% | Finance |
DFAI Dimensional International Core Equity Market ETF | $14,812,509 | | 0.0% | 357,531 | 0.9% | ETF |
META Meta Platforms | $14,709,980 | $908,632 ▲ | 6.6% | 20,285 | 0.9% | Communication Services |
TOTL SPDR Doubleline Total Return Tactical ETF | $13,964,987 | $463,484 ▲ | 3.4% | 373,196 | 0.8% | ETF |
CIBR First Trust Nasdaq Cybersecurity ETF | $13,810,837 | $172,469 ▲ | 1.3% | 133,969 | 0.8% | ETF |
Walmart Inc
| $13,031,381 | $761,631 ▼ | -5.5% | 125,398 | 0.8% | COM |
Dimensional ETF Trust Us Small
| $11,701,244 | $11,701,244 ▲ | New Holding | 312,283 | 0.7% | ETF |
Tweedy, Browne Insider Value
| $11,630,975 | $1,671,305 ▲ | 16.8% | 759,202 | 0.7% | ETF |
MRK Merck & Co., Inc. | $11,111,869 | $29,353 ▲ | 0.3% | 76,470 | 0.6% | Healthcare |
RDVI FT Vest Rising Dividend Achievers Target Income ETF | $9,742,182 | $7,611 ▼ | -0.1% | 349,433 | 0.6% | ETF |
MS Morgan Stanley | $9,730,772 | $57,365 ▼ | -0.6% | 51,737 | 0.6% | Finance |
RDVY First Trust Rising Dividend Achievers ETF | $9,121,372 | $256,790 ▲ | 2.9% | 116,508 | 0.5% | ETF |
CSCO Cisco Systems | $9,117,233 | $137,551 ▲ | 1.5% | 84,709 | 0.5% | Technology |
SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $9,093,871 | $482,538 ▲ | 5.6% | 224,097 | 0.5% | ETF |
MA Mastercard | $8,977,799 | $145,034 ▲ | 1.6% | 16,280 | 0.5% | Finance |
PG Procter & Gamble | $8,517,437 | $368,428 ▲ | 4.5% | 58,628 | 0.5% | Consumer Staples |
MU Micron Technology | $8,508,218 | $1,065 ▼ | 0.0% | 7,988 | 0.5% | Technology |
VOO Vanguard S&P 500 ETF | $8,019,893 | $698,052 ▲ | 9.5% | 11,443 | 0.5% | ETF |
RTX RTX | $8,006,301 | $49,568 ▲ | 0.6% | 43,126 | 0.5% | Industrials |
LLY Eli Lilly and Company | $7,776,747 | $2,414,830 ▲ | 45.0% | 6,721 | 0.5% | Healthcare |
VV Vanguard Large-Cap ETF | $7,737,533 | $159,388 ▼ | -2.0% | 21,991 | 0.5% | ETF |
Lam Research Corp
| $7,652,317 | $967,134 ▼ | -11.2% | 23,294 | 0.4% | COM |
IEF iShares 7-10 Year Treasury Bond ETF | $7,571,569 | $96,901 ▲ | 1.3% | 84,779 | 0.4% | ETF |
AXP American Express | $7,512,749 | $34,363 ▲ | 0.5% | 24,705 | 0.4% | Finance |
ACWI iShares MSCI ACWI ETF | $7,471,957 | $866,539 ▲ | 13.1% | 47,063 | 0.4% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $7,411,618 | $4,626 ▼ | -0.1% | 124,964 | 0.4% | ETF |
GOOG Alphabet | $7,392,638 | $126,073 ▲ | 1.7% | 21,696 | 0.4% | Communication Services |
Blackrock Inc
| $7,182,338 | $429,649 ▼ | -5.6% | 6,787 | 0.4% | COM |
VLO Valero Energy | $7,118,750 | $39,923 ▲ | 0.6% | 18,366 | 0.4% | Energy |
DFAE Dimensional Emerging Core Equity Market ETF | $7,042,890 | | 0.0% | 179,163 | 0.4% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $6,918,742 | $32,837 ▲ | 0.5% | 10,535 | 0.4% | ETF |
AMD Advanced Micro Devices | $6,777,689 | $245,928 ▼ | -3.5% | 11,079 | 0.4% | Technology |
CAT Caterpillar | $6,694,546 | $8,108 ▲ | 0.1% | 8,257 | 0.4% | Industrials |
AMGN Amgen | $6,366,351 | $203,163 ▲ | 3.3% | 15,104 | 0.4% | Healthcare |
TSLA Tesla | $6,228,140 | $105,381 ▲ | 1.7% | 17,553 | 0.4% | Consumer Discretionary |
WELL Welltower | $5,899,739 | $101,767 ▼ | -1.7% | 25,624 | 0.3% | Real Estate |
COST Costco Wholesale | $5,870,796 | $32,772 ▼ | -0.6% | 6,449 | 0.3% | Consumer Staples |
KLAC KLA | $5,815,871 | $275,433 ▼ | -4.5% | 29,836 | 0.3% | Technology |
V Visa | $5,528,338 | $29,825 ▲ | 0.5% | 15,385 | 0.3% | Finance |
ExxonMobil Holdings Corporatio
| $5,346,791 | $5,346,791 ▲ | New Holding | 32,853 | 0.3% | COM |
DIA SPDR Dow Jones Industrial Average ETF Trust | $5,336,319 | $111,883 ▼ | -2.1% | 10,493 | 0.3% | ETF |
VO Vanguard Mid-Cap ETF | $5,310,059 | $418,528 ▲ | 8.6% | 67,713 | 0.3% | ETF |
HD Home Depot | $5,291,004 | $94,736 ▼ | -1.8% | 18,598 | 0.3% | Consumer Discretionary |
AMAT Applied Materials | $5,285,560 | $383,019 ▼ | -6.8% | 10,336 | 0.3% | Technology |
LMT Lockheed Martin | $5,198,465 | $86,573 ▲ | 1.7% | 10,208 | 0.3% | Industrials |
KO Coca-Cola | $5,197,461 | $20,918 ▼ | -0.4% | 60,379 | 0.3% | Consumer Staples |
ITW Illinois Tool Works | $5,168,521 | $4,631 ▲ | 0.1% | 20,089 | 0.3% | Industrials |
BOTZ Global X Robotics & Artificial Intelligence ETF | $5,042,903 | $136,763 ▲ | 2.8% | 143,142 | 0.3% | ETF |
GILD Gilead Sciences | $4,992,887 | $56,341 ▼ | -1.1% | 33,498 | 0.3% | Healthcare |
CVX Chevron | $4,789,166 | $37,371 ▲ | 0.8% | 23,452 | 0.3% | Energy |
IEI iShares 3-7 Year Treasury Bond ETF | $4,785,498 | $400,786 ▲ | 9.1% | 42,185 | 0.3% | ETF |
FDN First Trust Dow Jones Internet Index Fund | $4,680,245 | $344,399 ▼ | -6.9% | 16,226 | 0.3% | ETF |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $4,545,357 | $45,822 ▼ | -1.0% | 74,198 | 0.3% | ETF |
USFR WisdomTree Floating Rate Treasury Fund | $4,490,788 | $2,011,913 ▲ | 81.2% | 89,121 | 0.3% | ETF |
LITE Lumentum | $4,432,831 | $74,787 ▲ | 1.7% | 4,564 | 0.3% | Technology |
ABBV AbbVie | $4,383,785 | $71,415 ▼ | -1.6% | 16,758 | 0.3% | Healthcare |
ADP Automatic Data Processing | $4,350,604 | $2,531,551 ▲ | 139.2% | 16,859 | 0.3% | Industrials |
VXUS Vanguard Total International Stock ETF | $4,205,380 | $193,115 ▼ | -4.4% | 49,498 | 0.2% | ETF |
BAC Bank of America | $3,961,624 | $13,172 ▼ | -0.3% | 72,784 | 0.2% | Finance |
VTEB Vanguard Tax-Exempt Bond ETF | $3,944,798 | $441,537 ▼ | -10.1% | 83,294 | 0.2% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $3,925,362 | $881,520 ▲ | 29.0% | 77,931 | 0.2% | ETF |
Palantir Technologies Inc Cl A
| $3,917,388 | $323,784 ▲ | 9.0% | 20,943 | 0.2% | COM |
VIG Vanguard Dividend Appreciation ETF | $3,837,105 | $130,190 ▼ | -3.3% | 16,446 | 0.2% | ETF |
PEP PepsiCo | $3,834,362 | $694,162 ▼ | -15.3% | 30,259 | 0.2% | Consumer Staples |
IBM International Business Machines | $3,678,044 | $76,974 ▲ | 2.1% | 16,724 | 0.2% | Technology |
SCHM Schwab U.S. Mid-Cap ETF | $3,609,012 | $13,268 ▼ | -0.4% | 106,085 | 0.2% | ETF |
MCD McDonald's | $3,478,918 | $238,333 ▼ | -6.4% | 15,064 | 0.2% | Consumer Discretionary |
IXUS iShares Core MSCI Total International Stock ETF | $3,336,619 | $27,642 ▼ | -0.8% | 35,126 | 0.2% | ETF |
ORCL Oracle | $3,076,096 | $298,493 ▲ | 10.7% | 22,404 | 0.2% | Technology |
GS The Goldman Sachs Group | $3,032,412 | $20,708 ▲ | 0.7% | 3,368 | 0.2% | Finance |
GE GE Aerospace | $3,017,979 | $39,349 ▼ | -1.3% | 9,664 | 0.2% | Industrials |
SCZ iShares MSCI EAFE Small-Cap ETF | $3,005,183 | $37,989 ▼ | -1.2% | 35,598 | 0.2% | ETF |
SO Southern | $2,995,402 | $14,672 ▼ | -0.5% | 36,137 | 0.2% | Utilities |
