IVW iShares S&P 500 Growth ETF | $128,934,882 | $9,755,857 ▲ | 8.2% | 1,171,070 | 7.8% | ETF |
IVE iShares S&P 500 Value ETF | $122,333,568 | $1,575,672 ▼ | -1.3% | 626,003 | 7.4% | ETF |
IEFA iShares Core MSCI EAFE ETF | $69,442,976 | $1,898,170 ▲ | 2.8% | 831,851 | 4.2% | ETF |
FBND Fidelity Total Bond ETF | $43,337,019 | $16,541,353 ▲ | 61.7% | 947,253 | 2.6% | ETF |
VOO Vanguard S&P 500 ETF | $40,988,322 | $1,055,410 ▲ | 2.6% | 72,158 | 2.5% | ETF |
AAPL Apple | $40,971,150 | $540,420 ▼ | -1.3% | 199,693 | 2.5% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $39,775,980 | $621,529 ▼ | -1.5% | 64,061 | 2.4% | ETF |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $30,138,962 | $10,457,241 ▲ | 53.1% | 328,561 | 1.8% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $29,357,755 | $1,623,994 ▼ | -5.2% | 217,400 | 1.8% | ETF |
MDYG SPDR S&P 400 Mid Cap Growth ETF | $27,506,691 | $2,376,763 ▲ | 9.5% | 316,642 | 1.7% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $26,900,752 | $805,621 ▲ | 3.1% | 217,678 | 1.6% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $26,734,521 | $265,183 ▼ | -1.0% | 284,803 | 1.6% | ETF |
MSFT Microsoft | $25,045,562 | $1,624,572 ▲ | 6.9% | 50,351 | 1.5% | Computer and Technology |
SYK Stryker | $24,183,314 | $281,293 ▲ | 1.2% | 61,126 | 1.5% | Medical |
IJR iShares Core S&P Small-Cap ETF | $23,278,453 | $195,848 ▲ | 0.8% | 212,997 | 1.4% | ETF |
JAAA Janus Henderson AAA CLO ETF | $21,170,811 | $14,360,553 ▲ | 210.9% | 417,158 | 1.3% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $21,148,646 | $2,759,393 ▲ | 15.0% | 590,085 | 1.3% | ETF |
BRK.B Berkshire Hathaway | $20,985,497 | $670,856 ▼ | -3.1% | 43,200 | 1.3% | Finance |
SPLG SPDR Portfolio S&P 500 ETF | $20,719,799 | $1,017,588 ▲ | 5.2% | 285,043 | 1.3% | ETF |
NVDA NVIDIA | $20,672,080 | $1,129,630 ▲ | 5.8% | 130,844 | 1.3% | Computer and Technology |
IEMG iShares Core MSCI Emerging Markets ETF | $18,113,820 | $545,673 ▼ | -2.9% | 301,746 | 1.1% | ETF |
AMZN Amazon.com | $15,126,711 | $259,323 ▲ | 1.7% | 68,948 | 0.9% | Retail/Wholesale |
HTRB Hartford Total Return Bond ETF | $14,536,269 | $379,785 ▲ | 2.7% | 429,178 | 0.9% | ETF |
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund | $12,861,786 | $7,161,335 ▲ | 125.6% | 250,424 | 0.8% | ETF |
FVD First Trust Value Line Dividend Index Fund | $12,670,813 | $369,625 ▲ | 3.0% | 283,463 | 0.8% | ETF |
VIG Vanguard Dividend Appreciation ETF | $12,246,536 | $74,501 ▲ | 0.6% | 59,835 | 0.7% | ETF |
META Meta Platforms | $11,375,613 | $468,694 ▼ | -4.0% | 15,412 | 0.7% | Computer and Technology |
UCON First Trust TCW Unconstrained Plus Bond ETF | $10,707,763 | $16,874,739 ▼ | -61.2% | 430,203 | 0.6% | ETF |
DFUS Dimensional U.S. Equity ETF | $10,562,970 | $55,895 ▼ | -0.5% | 157,609 | 0.6% | ETF |
QQQM Invesco NASDAQ 100 ETF | $10,041,227 | $481,452 ▲ | 5.0% | 44,215 | 0.6% | ETF |
GOOG Alphabet | $10,034,796 | $259,345 ▼ | -2.5% | 56,569 | 0.6% | Computer and Technology |
JPM JPMorgan Chase & Co. | $9,677,536 | $400,948 ▲ | 4.3% | 33,381 | 0.6% | Finance |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $9,573,391 | $4,056,597 ▲ | 73.5% | 190,439 | 0.6% | Manufacturing |
DFIC Dimensional International Core Equity 2 ETF | $9,232,833 | $234,792 ▼ | -2.5% | 296,971 | 0.6% | ETF |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $8,964,348 | $566,145 ▼ | -5.9% | 106,642 | 0.5% | ETF |
BUFR FT Vest Laddered Buffer ETF | $8,569,782 | $23,564 ▼ | -0.3% | 269,490 | 0.5% | ETF |
FDL First Trust Morningstar Dividend Leaders Index Fund | $8,278,251 | $961,294 ▲ | 13.1% | 197,713 | 0.5% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $8,206,818 | $1,610,909 ▼ | -16.4% | 82,730 | 0.5% | Finance |
IWF iShares Russell 1000 Growth ETF | $7,974,841 | $371,101 ▲ | 4.9% | 18,782 | 0.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $7,898,052 | $628,977 ▲ | 8.7% | 12,783 | 0.5% | Finance |
IAU iShares Gold Trust | $7,575,789 | $547,025 ▼ | -6.7% | 121,484 | 0.5% | Finance |
COST Costco Wholesale | $7,460,714 | $203,942 ▼ | -2.7% | 7,536 | 0.5% | Retail/Wholesale |
GLD SPDR Gold Shares | $7,364,540 | $2,445,397 ▲ | 49.7% | 24,159 | 0.4% | Finance |
VB Vanguard Small-Cap ETF | $7,286,299 | $235,562 ▼ | -3.1% | 30,746 | 0.4% | ETF |
WMT Walmart | $7,137,279 | $129,070 ▼ | -1.8% | 72,993 | 0.4% | Retail/Wholesale |
VUG Vanguard Growth ETF | $7,006,444 | $307,335 ▼ | -4.2% | 15,981 | 0.4% | ETF |
GOOGL Alphabet | $6,903,637 | $678,838 ▲ | 10.9% | 39,174 | 0.4% | Computer and Technology |
FIRST TR EXCHANGE-TRADED FD
| $6,646,162 | $331,736 ▲ | 5.3% | 316,785 | 0.4% | INTERMEDIATE DUR |
ERIE Erie Indemnity | $6,262,333 | | 0.0% | 18,058 | 0.4% | Finance |
PG Procter & Gamble | $6,127,252 | $9,719 ▲ | 0.2% | 38,458 | 0.4% | Consumer Staples |
JNJ Johnson & Johnson | $6,108,141 | $172,458 ▼ | -2.7% | 39,987 | 0.4% | Medical |
VTI Vanguard Total Stock Market ETF | $5,998,896 | $17,021 ▼ | -0.3% | 19,737 | 0.4% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $5,972,764 | $51,994 ▲ | 0.9% | 104,766 | 0.4% | ETF |
V Visa | $5,678,627 | $158,716 ▲ | 2.9% | 15,993 | 0.3% | Business Services |
TSM Taiwan Semiconductor Manufacturing | $5,444,976 | $66,137 ▼ | -1.2% | 24,040 | 0.3% | Computer and Technology |
FREL Fidelity MSCI Real Estate Index ETF | $5,366,204 | $82,283 ▲ | 1.6% | 198,454 | 0.3% | ETF |
TSLA Tesla | $5,303,174 | $364,685 ▼ | -6.4% | 16,694 | 0.3% | Auto/Tires/Trucks |
AVGO Broadcom | $5,237,185 | $256,636 ▲ | 5.2% | 18,999 | 0.3% | Computer and Technology |
AIRR First Trust RBA American Industrial Renaissance ETF | $5,235,251 | $132,682 ▲ | 2.6% | 64,315 | 0.3% | Manufacturing |
IWB iShares Russell 1000 ETF | $5,189,701 | $2,037 ▲ | 0.0% | 15,283 | 0.3% | ETF |
CTVA Corteva | $5,142,965 | $12,745 ▼ | -0.2% | 69,005 | 0.3% | Consumer Staples |
IWD iShares Russell 1000 Value ETF | $5,098,218 | $735,753 ▲ | 16.9% | 26,248 | 0.3% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $5,047,689 | $7,308,044 ▼ | -59.1% | 42,385 | 0.3% | ETF |
TMUS T-Mobile US | $4,702,078 | $20,490 ▲ | 0.4% | 19,735 | 0.3% | Computer and Technology |
HD Home Depot | $4,619,921 | $310,195 ▼ | -6.3% | 12,600 | 0.3% | Retail/Wholesale |
VGT Vanguard Information Technology ETF | $4,593,724 | $118,077 ▼ | -2.5% | 6,925 | 0.3% | ETF |
MA Mastercard | $4,586,534 | $69,689 ▲ | 1.5% | 8,161 | 0.3% | Business Services |
DD DuPont de Nemours | $4,556,743 | $41,703 ▼ | -0.9% | 66,434 | 0.3% | Basic Materials |
VTV Vanguard Value ETF | $4,535,169 | $707 ▲ | 0.0% | 25,660 | 0.3% | ETF |
MOAT VanEck Morningstar Wide Moat ETF | $4,393,137 | $111,517 ▲ | 2.6% | 46,840 | 0.3% | ETF |
VV Vanguard Large-Cap ETF | $4,339,022 | $2,364,094 ▲ | 119.7% | 15,208 | 0.3% | ETF |
ESCA Escalade | $4,322,800 | | 0.0% | 309,213 | 0.3% | Consumer Discretionary |
SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $4,310,649 | $503,167 ▲ | 13.2% | 122,183 | 0.3% | ETF |
IBM International Business Machines | $4,209,305 | $37,438 ▼ | -0.9% | 14,279 | 0.3% | Computer and Technology |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $4,165,499 | $414,748 ▼ | -9.1% | 140,347 | 0.3% | ETF |
IWM iShares Russell 2000 ETF | $4,066,618 | $785,918 ▲ | 24.0% | 18,845 | 0.2% | Finance |
PFE Pfizer | $3,997,237 | $235,008 ▲ | 6.2% | 164,902 | 0.2% | Medical |
MCO Moody's | $3,832,221 | $59,189 ▼ | -1.5% | 7,640 | 0.2% | Finance |
BND Vanguard Total Bond Market ETF | $3,821,763 | $36,227 ▼ | -0.9% | 51,904 | 0.2% | ETF |
BX Blackstone | $3,774,860 | $374,405 ▲ | 11.0% | 25,236 | 0.2% | Finance |
NFLX Netflix | $3,733,494 | $26,783 ▼ | -0.7% | 2,788 | 0.2% | Consumer Discretionary |
XLI Industrial Select Sector SPDR Fund | $3,659,902 | $192,813 ▲ | 5.6% | 24,809 | 0.2% | ETF |
LLY Eli Lilly and Company | $3,650,763 | $129,410 ▼ | -3.4% | 4,683 | 0.2% | Medical |
COF Capital One Financial | $3,608,028 | $1,195,087 ▲ | 49.5% | 16,958 | 0.2% | Finance |
EFA iShares MSCI EAFE ETF | $3,502,187 | $12,962 ▲ | 0.4% | 39,178 | 0.2% | Finance |
XOM Exxon Mobil | $3,465,223 | $137,772 ▼ | -3.8% | 32,144 | 0.2% | Energy |
XLK Technology Select Sector SPDR Fund | $3,185,619 | $1,163,426 ▲ | 57.5% | 12,579 | 0.2% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $3,139,303 | $28,339,716 ▼ | -90.0% | 37,859 | 0.2% | ETF |
WFC Wells Fargo & Company | $3,127,531 | $299,333 ▲ | 10.6% | 39,035 | 0.2% | Finance |
AXP American Express | $3,080,707 | $570,395 ▼ | -15.6% | 9,657 | 0.2% | Finance |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $3,043,459 | $10,691 ▼ | -0.4% | 103,624 | 0.2% | ETF |
CSCO Cisco Systems | $2,973,968 | $809,474 ▼ | -21.4% | 42,864 | 0.2% | Computer and Technology |
VANGUARD MUN BD FDS
| $2,924,089 | $2,924,089 ▲ | New Holding | 39,745 | 0.2% | CORE TAX EXEMPT |
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF | $2,883,049 | $7,898 ▲ | 0.3% | 68,627 | 0.2% | ETF |
XLF Financial Select Sector SPDR Fund | $2,858,444 | $576 ▼ | 0.0% | 54,581 | 0.2% | ETF |
HYD VanEck High Yield Muni ETF | $2,781,426 | $1,513,805 ▲ | 119.4% | 55,395 | 0.2% | ETF |
ABBV AbbVie | $2,762,158 | $26,545 ▲ | 1.0% | 14,880 | 0.2% | Medical |
IWO iShares Russell 2000 Growth ETF | $2,727,389 | $32,591 ▲ | 1.2% | 9,540 | 0.2% | ETF |
UNH UnitedHealth Group | $2,696,092 | $903,793 ▲ | 50.4% | 8,642 | 0.2% | Medical |
MRK Merck & Co., Inc. | $2,628,717 | $32,380 ▲ | 1.2% | 33,204 | 0.2% | Medical |
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