SCHX Schwab US Large-Cap ETF | $52,726,053 | $129,875 â–¼ | -0.2% | 1,791,575 | 22.5% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $35,346,188 | $8,562 â–¼ | 0.0% | 1,044,509 | 15.1% | ETF |
FNDX Schwab Fundamental U.S. Large Company ETF | $32,103,054 | $790,810 â–² | 2.5% | 1,032,253 | 13.7% | ETF |
VOO Vanguard S&P 500 ETF | $25,238,024 | $219,778 â–¼ | -0.9% | 36,747 | 10.8% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $20,673,657 | $207,580 â–² | 1.0% | 268,106 | 8.8% | ETF |
SCHD Schwab US Dividend Equity ETF | $12,809,750 | $560,188 â–¼ | -4.2% | 403,966 | 5.5% | ETF |
NVDA NVIDIA | $11,929,759 | $600 â–² | 0.0% | 59,622 | 5.1% | Computer and Technology |
DFSV Dimensional US Small Cap Value ETF | $5,893,341 | $195,618 â–² | 3.4% | 151,929 | 2.5% | ETF |
Matthews EM Discovery Active ETF
| $4,731,690 | $153,089 â–² | 3.3% | 149,101 | 2.0% | EMERGING MKT DIS |
SCHM Schwab U.S. Mid-Cap ETF | $4,350,055 | $78,975 â–¼ | -1.8% | 117,984 | 1.9% | ETF |
QQQ Invesco QQQ | $1,673,837 | $32,402 â–¼ | -1.9% | 2,273 | 0.7% | Finance |
SCHK Schwab 1000 Index ETF | $1,428,712 | $14,821 â–¼ | -1.0% | 39,620 | 0.6% | ETF |
PULS PGIM Ultra Short Bond ETF | $1,089,779 | $838,467 â–¼ | -43.5% | 21,994 | 0.5% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $898,518 | | 0.0% | 6,137 | 0.4% | ETF |
VUG Vanguard Growth ETF | $754,004 | $623,584 â–² | 478.1% | 8,753 | 0.3% | ETF |
IVV iShares Core S&P 500 ETF | $738,406 | | 0.0% | 986 | 0.3% | ETF |
IWF iShares Russell 1000 Growth ETF | $675,854 | $499,658 â–² | 283.6% | 5,443 | 0.3% | ETF |
IWR iShares Russell Mid-Cap ETF | $653,756 | $3,751 â–¼ | -0.6% | 5,926 | 0.3% | ETF |
VYM Vanguard High Dividend Yield ETF | $591,731 | $1,264 â–² | 0.2% | 3,744 | 0.3% | Financial Services |
iShares A.I. Innovation and Tech Act ETF
| $581,919 | $110,342 â–² | 23.4% | 11,038 | 0.2% | ISHA I IN TE ETF |
VTI Vanguard Total Stock Market ETF | $566,729 | $107,279 â–² | 23.3% | 1,532 | 0.2% | ETF |
IXN iShares Global Tech ETF | $506,720 | $3,179 â–¼ | -0.6% | 3,507 | 0.2% | ETF |
PAVE Global X U.S. Infrastructure Development ETF | $500,003 | $12,904 â–¼ | -2.5% | 8,486 | 0.2% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $488,204 | | 0.0% | 2,966 | 0.2% | ETF |
ARK Innovation ETF
| $485,502 | $46,877 â–² | 10.7% | 6,007 | 0.2% | INNOVATION ETF |
JPM JPMorgan Chase & Co. | $426,184 | $2,619 â–¼ | -0.6% | 1,302 | 0.2% | Finance |
XLF Financial Select Sector SPDR Fund | $402,557 | | 0.0% | 7,509 | 0.2% | ETF |
COWZ Pacer US Cash Cows 100 ETF | $377,451 | $5,661 â–² | 1.5% | 6,068 | 0.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $365,820 | $747 â–² | 0.2% | 490 | 0.2% | Finance |
IJR iShares Core S&P Small-Cap ETF | $348,411 | $4,598 â–¼ | -1.3% | 2,349 | 0.1% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $348,220 | $399 â–² | 0.1% | 9,603 | 0.1% | ETF |
HEFA iShares Currency Hedged MSCI EAFE ETF | $323,759 | $13,044 â–¼ | -3.9% | 6,900 | 0.1% | ETF |
GRAYSCALE BITCOIN MINI TRUST ETF
| $323,467 | $145,398 â–² | 81.7% | 12,465 | 0.1% | SHS NEW |
DHS WisdomTree U.S. High Dividend Fund | $289,100 | | 0.0% | 2,543 | 0.1% | Finance |
IBM International Business Machines | $267,712 | $10,967 â–¼ | -3.9% | 952 | 0.1% | Computer and Technology |
AMD Advanced Micro Devices | $264,314 | | 0.0% | 455 | 0.1% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $261,986 | $30,922 â–¼ | -10.6% | 3,677 | 0.1% | ETF |
Voyager Technologies Inc
| $258,000 | $293,927 â–¼ | -53.3% | 8,000 | 0.1% | COM CL A |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $256,914 | | 0.0% | 4,902 | 0.1% | Manufacturing |
SPDW SPDR Portfolio Developed World ex-US ETF | $255,830 | | 0.0% | 5,077 | 0.1% | ETF |
FIDELITY ENHANCED LARGE CAP ETF
| $252,744 | | 0.0% | 5,777 | 0.1% | ENHANCED LARGE |
AAPL Apple | $246,706 | $257,407 â–¼ | -51.1% | 853 | 0.1% | Computer and Technology |
WDIV SPDR S&P Global Dividend ETF | $246,596 | | 0.0% | 3,086 | 0.1% | ETF |
COHR Coherent | $236,682 | | 0.0% | 600 | 0.1% | Business Services |
WSM Williams-Sonoma | $233,100 | | 0.0% | 1,000 | 0.1% | Retail/Wholesale |
GLDM SPDR Gold MiniShares Trust | $230,715 | | 0.0% | 2,905 | 0.1% | Finance |
SCHA Schwab US Small-Cap ETF | $227,503 | $325 â–¼ | -0.1% | 6,297 | 0.1% | ETF |
IEFA iShares Core MSCI EAFE ETF | $225,780 | $1,738 â–² | 0.8% | 2,338 | 0.1% | ETF |
CGGR Capital Group Growth ETF | $223,020 | | 0.0% | 4,725 | 0.1% | ETF |
FLEX Flex | $214,743 | | 0.0% | 1,325 | 0.1% | Computer and Technology |
VO Vanguard Mid-Cap ETF | $212,927 | $156,855 â–² | 279.7% | 2,643 | 0.1% | ETF |
IYW iShares U.S. Technology ETF | $205,567 | | 0.0% | 815 | 0.1% | Manufacturing |
MRK Merck & Co., Inc. | $202,516 | $11,951 â–¼ | -5.6% | 1,576 | 0.1% | Medical |
VIG Vanguard Dividend Appreciation ETF | $183,248 | $12,311 â–¼ | -6.3% | 774 | 0.1% | ETF |
OUSM ALPS O'Shares U.S. Small-Cap Quality Dividend ETF | $178,200 | | 0.0% | 3,750 | 0.1% | ETF |
TXN Texas Instruments | $173,767 | | 0.0% | 583 | 0.1% | Computer and Technology |
JBL Jabil | $173,466 | | 0.0% | 450 | 0.1% | Computer and Technology |
SCHB Schwab US Broad Market ETF | $165,965 | | 0.0% | 5,731 | 0.1% | ETF |
SPGI S&P Global | $162,904 | $6,109 â–¼ | -3.6% | 400 | 0.1% | Finance |
CSCO Cisco Systems | $162,682 | | 0.0% | 1,385 | 0.1% | Computer and Technology |
CARR Carrier Global | $158,630 | $660 â–² | 0.4% | 2,163 | 0.1% | Construction |
FIDELITY ENHNCD LRGE CP VLE ETF
| $154,106 | | 0.0% | 3,844 | 0.1% | ENHANCED LARGE |
GILD Gilead Sciences | $151,608 | | 0.0% | 1,200 | 0.1% | Medical |
GNRC Generac | $144,355 | $1,757 â–¼ | -1.2% | 493 | 0.1% | Industrials |
AVGO Broadcom | $142,034 | | 0.0% | 376 | 0.1% | Computer and Technology |
GD General Dynamics | $141,696 | | 0.0% | 400 | 0.1% | Aerospace |
COST Costco Wholesale | $141,364 | | 0.0% | 151 | 0.1% | Retail/Wholesale |
JNJ Johnson & Johnson | $139,684 | | 0.0% | 550 | 0.1% | Medical |
FAST Fastenal | $134,484 | $4,947 â–¼ | -3.5% | 2,800 | 0.1% | Retail/Wholesale |
QQQM Invesco NASDAQ 100 ETF | $133,830 | $34,517 â–² | 34.8% | 442 | 0.1% | ETF |
Lazard Next Gen Technologies ETF
| $129,129 | | 0.0% | 2,720 | 0.1% | NEXT GEN TEC ETF |
KO CocaCola | $125,969 | | 0.0% | 1,550 | 0.1% | Consumer Staples |
PROFESSIONALLY MANAGED ETF
| $121,699 | | 0.0% | 2,288 | 0.1% | AKRE FOCUS ETF |
MMM 3M | $121,594 | | 0.0% | 751 | 0.1% | Multi-Sector Conglomerates |
CGGO Capital Group Global Growth Equity ETF | $118,105 | $12,699 â–² | 12.0% | 2,790 | 0.1% | ETF |
SCHF Schwab International Equity ETF | $117,902 | $10,472 â–¼ | -8.2% | 4,256 | 0.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $117,489 | $48,896 â–¼ | -29.4% | 1,187 | 0.1% | Finance |
iShares Technology Opportunities Active ETF
| $116,351 | $63,929 â–² | 122.0% | 2,730 | 0.0% | ISHA TECH OP ETF |
CGXU Capital Group International Focus Equity ETF | $114,246 | | 0.0% | 3,300 | 0.0% | ETF |
META Meta Platforms | $112,658 | $19,715 â–¼ | -14.9% | 200 | 0.0% | Computer and Technology |
AMZN Amazon.com | $112,020 | $49,336 â–¼ | -30.6% | 470 | 0.0% | Retail/Wholesale |
CGUS Capital Group Core Equity ETF | $111,200 | | 0.0% | 2,500 | 0.0% | ETF |
Capital Group International Cor Eq ETF
| $107,351 | | 0.0% | 2,950 | 0.0% | SHS |
Space Exploration Technologies Corp. CLASS A COM S
| $105,933 | $105,933 â–² | New Holding | 620 | 0.0% | CLASS A COM STK |
ENVX Enovix | $104,022 | | 0.0% | 17,137 | 0.0% | Energy |
GOOGL Alphabet | $103,995 | | 0.0% | 291 | 0.0% | Computer and Technology |
CVX Chevron | $101,942 | | 0.0% | 615 | 0.0% | Energy |
GS The Goldman Sachs Group | $101,137 | | 0.0% | 100 | 0.0% | Finance |
HD Home Depot | $100,514 | | 0.0% | 285 | 0.0% | Retail/Wholesale |
iShares Bitcoin Trust ETF
| $100,336 | $66,979 â–² | 200.8% | 3,014 | 0.0% | SHS BEN INT |
MDY SPDR S&P MidCap 400 ETF Trust | $99,874 | | 0.0% | 142 | 0.0% | ETF |
Roundhill Magnificent Seven ETF
| $98,572 | | 0.0% | 1,533 | 0.0% | ROUN MA SEVE ETF |
RCL Royal Caribbean Cruises | $95,259 | | 0.0% | 300 | 0.0% | Consumer Discretionary |
MARA Marathon Digital | $93,313 | | 0.0% | 6,718 | 0.0% | Finance |
ESGV Vanguard ESG U.S. Stock ETF | $91,071 | $264 â–² | 0.3% | 689 | 0.0% | ETF |
BRK.B Berkshire Hathaway | $90,571 | | 0.0% | 181 | 0.0% | Finance |
GOOG Alphabet | $90,452 | | 0.0% | 256 | 0.0% | Computer and Technology |
ADP Automatic Data Processing | $89,580 | | 0.0% | 400 | 0.0% | Computer and Technology |
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF | $86,984 | | 0.0% | 1,546 | 0.0% | Manufacturing |
NVS Novartis | $83,845 | | 0.0% | 535 | 0.0% | Medical |
