SCHX Schwab US Large-Cap ETF | $55,783,729 | $5,662,576 ▲ | 11.3% | 2,282,477 | 29.3% | ETF |
SCHD Schwab US Dividend Equity ETF | $43,005,256 | $4,952,638 ▲ | 13.0% | 1,622,840 | 22.6% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $33,683,293 | $3,080,719 ▲ | 10.1% | 1,153,143 | 17.7% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $15,171,066 | $1,361,210 ▲ | 9.9% | 540,858 | 8.0% | ETF |
NVDA NVIDIA | $9,395,829 | $149,301 ▼ | -1.6% | 59,471 | 4.9% | Computer and Technology |
IJH iShares Core S&P Mid-Cap ETF | $6,961,293 | $375,096 ▲ | 5.7% | 112,243 | 3.7% | ETF |
Matthews EM Discovery Active ETF
| $2,970,642 | $335,182 ▲ | 12.7% | 113,470 | 1.6% | EMERGING MKT DIS |
SCHK Schwab 1000 Index ETF | $2,655,326 | $803,680 ▲ | 43.4% | 89,045 | 1.4% | ETF |
VOO Vanguard S&P 500 ETF | $2,043,807 | $625,412 ▲ | 44.1% | 3,598 | 1.1% | ETF |
VYM Vanguard High Dividend Yield ETF | $1,512,454 | $1,600 ▲ | 0.1% | 11,345 | 0.8% | ETF |
QQQ Invesco QQQ | $1,126,846 | $51,295 ▼ | -4.4% | 2,043 | 0.6% | Finance |
IWP iShares Russell Mid-Cap Growth ETF | $851,079 | $139 ▼ | 0.0% | 6,137 | 0.4% | ETF |
IWF iShares Russell 1000 Growth ETF | $637,283 | | 0.0% | 1,501 | 0.3% | ETF |
IVV iShares Core S&P 500 ETF | $569,986 | $621 ▼ | -0.1% | 918 | 0.3% | ETF |
ARKK ARK Innovation ETF | $568,631 | $4,920 ▼ | -0.9% | 8,090 | 0.3% | ETF |
IWR iShares Russell Mid-Cap ETF | $552,280 | | 0.0% | 6,005 | 0.3% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $405,143 | | 0.0% | 10,006 | 0.2% | ETF |
XLF Financial Select Sector SPDR Fund | $393,246 | $4,766 ▼ | -1.2% | 7,509 | 0.2% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $391,927 | $3,039 ▼ | -0.8% | 2,966 | 0.2% | ETF |
PAVE Global X U.S. Infrastructure Development ETF | $385,980 | $2,571 ▲ | 0.7% | 8,857 | 0.2% | ETF |
VTI Vanguard Total Stock Market ETF | $377,754 | | 0.0% | 1,243 | 0.2% | ETF |
GOOGL Alphabet | $365,883 | $1,939 ▼ | -0.5% | 2,076 | 0.2% | Computer and Technology |
JPM JPMorgan Chase & Co. | $365,577 | $1,450 ▼ | -0.4% | 1,261 | 0.2% | Finance |
SPY SPDR S&P 500 ETF Trust | $358,241 | $1,235 ▲ | 0.3% | 580 | 0.2% | Finance |
VIG Vanguard Dividend Appreciation ETF | $354,130 | $8,188 ▼ | -2.3% | 1,730 | 0.2% | ETF |
IXN iShares Global Tech ETF | $326,351 | $462 ▲ | 0.1% | 3,534 | 0.2% | ETF |
COWZ Pacer US Cash Cows 100 ETF | $310,625 | $3,361 ▲ | 1.1% | 5,637 | 0.2% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $282,625 | $5,697 ▼ | -2.0% | 9,377 | 0.1% | ETF |
ARK 21Shares Bitcoin ETF
| $273,686 | $182,457 ▲ | 200.0% | 7,647 | 0.1% | SHS BEN INT |
HEFA iShares Currency Hedged MSCI EAFE ETF | $264,563 | $3,150 ▼ | -1.2% | 6,970 | 0.1% | ETF |
IJR iShares Core S&P Small-Cap ETF | $240,492 | $2,296 ▼ | -0.9% | 2,200 | 0.1% | ETF |
WDIV SPDR S&P Global Dividend ETF | $217,695 | | 0.0% | 3,086 | 0.1% | ETF |
FIDELITY ENHANCED LARGE CAP ETF
| $213,922 | | 0.0% | 5,777 | 0.1% | ENHANCED LARGE |
SPGI S&P Global | $210,916 | | 0.0% | 400 | 0.1% | Finance |
IBM International Business Machines | $207,820 | | 0.0% | 705 | 0.1% | Computer and Technology |
IEFA iShares Core MSCI EAFE ETF | $196,483 | $2,337 ▲ | 1.2% | 2,354 | 0.1% | ETF |
VO Vanguard Mid-Cap ETF | $194,266 | | 0.0% | 694 | 0.1% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $186,381 | $383 ▲ | 0.2% | 4,376 | 0.1% | ETF |
Bitcoin Investment Trust
| $185,269 | | 0.0% | 2,184 | 0.1% | SHS REP COM UT |
AAPL Apple | $181,710 | $168,584 ▼ | -48.1% | 886 | 0.1% | Computer and Technology |
VUG Vanguard Growth ETF | $178,482 | $52,185 ▼ | -22.6% | 407 | 0.1% | ETF |
SCHA Schwab US Small-Cap ETF | $172,135 | $557 ▲ | 0.3% | 6,804 | 0.1% | ETF |
IYW iShares U.S. Technology ETF | $162,527 | $8,317 ▼ | -4.9% | 938 | 0.1% | Manufacturing |
OUSM ALPS O'Shares U.S. Small-Cap Quality Dividend ETF | $162,038 | | 0.0% | 3,750 | 0.1% | ETF |
HON Honeywell International | $156,030 | | 0.0% | 670 | 0.1% | Multi-Sector Conglomerates |
CARR Carrier Global | $155,892 | $512 ▲ | 0.3% | 2,130 | 0.1% | Construction |
ENVX Enovix | $155,059 | $765 ▼ | -0.5% | 14,996 | 0.1% | Energy |
META Meta Platforms | $147,618 | $1,476 ▼ | -1.0% | 200 | 0.1% | Computer and Technology |
COST Costco Wholesale | $140,626 | | 0.0% | 142 | 0.1% | Retail/Wholesale |
GILD Gilead Sciences | $133,044 | | 0.0% | 1,200 | 0.1% | Medical |
SCHB Schwab US Broad Market ETF | $131,424 | $381 ▲ | 0.3% | 5,515 | 0.1% | ETF |
ADP Automatic Data Processing | $123,360 | | 0.0% | 400 | 0.1% | Computer and Technology |
FIDELITY ENHNCD LRGE CP VLE ETF
| $122,124 | | 0.0% | 3,844 | 0.1% | ENHANCED LARGE |
TXN Texas Instruments | $121,037 | | 0.0% | 583 | 0.1% | Computer and Technology |
FAST Fastenal | $117,600 | $58,800 ▲ | 100.0% | 2,800 | 0.1% | Retail/Wholesale |
GD General Dynamics | $116,664 | $875 ▼ | -0.7% | 400 | 0.1% | Aerospace |
SCHF Schwab International Equity ETF | $116,594 | $9,768 ▼ | -7.7% | 5,276 | 0.1% | ETF |
MMM 3M | $114,332 | | 0.0% | 751 | 0.1% | Multi-Sector Conglomerates |
KO CocaCola | $109,663 | | 0.0% | 1,550 | 0.1% | Consumer Staples |
MARA Marathon Digital | $105,338 | | 0.0% | 6,718 | 0.1% | Finance |
HD Home Depot | $104,492 | $1,100 ▼ | -1.0% | 285 | 0.1% | Retail/Wholesale |
JBL Jabil | $98,145 | | 0.0% | 450 | 0.1% | Computer and Technology |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $96,822 | $949 ▲ | 1.0% | 2,244 | 0.1% | ETF |
MRK Merck & Co., Inc. | $96,259 | | 0.0% | 1,216 | 0.1% | Medical |
CSCO Cisco Systems | $96,091 | | 0.0% | 1,385 | 0.1% | Computer and Technology |
IETC iShares U.S. Tech Independence Focused ETF | $94,726 | $1,316 ▲ | 1.4% | 1,008 | 0.0% | ETF |
RCL Royal Caribbean Cruises | $93,942 | | 0.0% | 300 | 0.0% | Consumer Discretionary |
BRK.B Berkshire Hathaway | $93,754 | | 0.0% | 193 | 0.0% | Finance |
AVGO Broadcom | $89,586 | $87,105 ▼ | -49.3% | 325 | 0.0% | Computer and Technology |
JNJ Johnson & Johnson | $84,013 | $611 ▼ | -0.7% | 550 | 0.0% | Medical |
MDY SPDR S&P MidCap 400 ETF Trust | $80,440 | | 0.0% | 142 | 0.0% | ETF |
AMZN Amazon.com | $79,639 | $94,996 ▼ | -54.4% | 363 | 0.0% | Retail/Wholesale |
ESGV Vanguard ESG U.S. Stock ETF | $74,789 | $219 ▲ | 0.3% | 682 | 0.0% | ETF |
QQQM Invesco NASDAQ 100 ETF | $72,906 | | 0.0% | 321 | 0.0% | ETF |
GS The Goldman Sachs Group | $70,775 | $708 ▼ | -1.0% | 100 | 0.0% | Finance |
GNRC Generac | $70,603 | | 0.0% | 493 | 0.0% | Industrials |
QUAL iShares MSCI USA Quality Factor ETF | $66,258 | $26,357 ▼ | -28.5% | 362 | 0.0% | ETF |
FLEX Flex | $66,144 | | 0.0% | 1,325 | 0.0% | Computer and Technology |
AMD Advanced Micro Devices | $64,565 | $568 ▼ | -0.9% | 455 | 0.0% | Computer and Technology |
TSLA Tesla | $61,626 | $82,274 ▼ | -57.2% | 194 | 0.0% | Auto/Tires/Trucks |
CVX Chevron | $57,276 | | 0.0% | 400 | 0.0% | Energy |
DIS Walt Disney | $54,110 | $745 ▼ | -1.4% | 436 | 0.0% | Consumer Discretionary |
COHR Coherent | $53,526 | $53,526 ▲ | New Holding | 600 | 0.0% | Business Services |
ASB Associated Banc | $48,780 | $48,780 ▲ | New Holding | 2,000 | 0.0% | Finance |
LMT Lockheed Martin | $46,314 | | 0.0% | 100 | 0.0% | Aerospace |
CTVA Corteva | $43,376 | | 0.0% | 582 | 0.0% | Consumer Staples |
IWD iShares Russell 1000 Value ETF | $43,313 | | 0.0% | 223 | 0.0% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $42,161 | $114 ▲ | 0.3% | 740 | 0.0% | ETF |
DD DuPont de Nemours | $39,919 | | 0.0% | 582 | 0.0% | Basic Materials |
CEG Constellation Energy | $37,440 | | 0.0% | 116 | 0.0% | Energy |
FAF First American Financial | $36,834 | | 0.0% | 600 | 0.0% | Finance |
UPS United Parcel Service | $35,329 | | 0.0% | 350 | 0.0% | Transportation |
MCHP Microchip Technology | $35,185 | $9,148 ▼ | -20.6% | 500 | 0.0% | Computer and Technology |
IOO iShares Global 100 ETF | $35,145 | $216 ▲ | 0.6% | 326 | 0.0% | ETF |
QCOM QUALCOMM | $35,037 | | 0.0% | 220 | 0.0% | Computer and Technology |
VGT Vanguard Information Technology ETF | $34,817 | | 0.0% | 52 | 0.0% | ETF |
SLV iShares Silver Trust | $33,958 | | 0.0% | 1,035 | 0.0% | ETF |
GOOG Alphabet | $31,753 | | 0.0% | 179 | 0.0% | Computer and Technology |
RSP Invesco S&P 500 Equal Weight ETF | $31,623 | | 0.0% | 174 | 0.0% | ETF |
EFG iShares MSCI EAFE Growth ETF | $29,468 | $224 ▲ | 0.8% | 263 | 0.0% | ETF |