IVW iShares S&P 500 Growth ETF | $76,133,265 | $3,769,443 ▼ | -4.7% | 628,889 | 6.9% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $67,839,387 | $3,911,741 ▲ | 6.1% | 635,915 | 6.1% | ETF |
XLK Technology Select Sector SPDR Fund | $63,673,995 | $996,521 ▲ | 1.6% | 223,637 | 5.7% | ETF |
JMST JPMorgan Ultra-Short Municipal ETF | $58,559,935 | $6,786,821 ▲ | 13.1% | 1,150,038 | 5.3% | ETF |
VOO Vanguard S&P 500 ETF | $50,871,662 | $1,761,392 ▼ | -3.3% | 82,630 | 4.6% | ETF |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $47,787,716 | $492,765 ▲ | 1.0% | 522,327 | 4.3% | ETF |
IVE iShares S&P 500 Value ETF | $40,223,065 | $616,038 ▼ | -1.5% | 193,529 | 3.6% | ETF |
MSFT Microsoft | $31,901,015 | $1,530,847 ▲ | 5.0% | 61,662 | 2.9% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $28,499,768 | $1,021,219 ▼ | -3.5% | 42,587 | 2.6% | Finance |
VEA Vanguard FTSE Developed Markets ETF | $28,097,557 | $883,915 ▼ | -3.0% | 459,967 | 2.5% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $24,205,962 | $240,149 ▼ | -1.0% | 367,904 | 2.2% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $24,083,174 | $3,240,155 ▼ | -11.9% | 481,856 | 2.2% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $22,650,123 | $720,729 ▲ | 3.3% | 385,731 | 2.0% | ETF |
EFA iShares MSCI EAFE ETF | $21,927,578 | $1,163,211 ▼ | -5.0% | 230,622 | 2.0% | Finance |
MUB iShares National Muni Bond ETF | $21,273,872 | $4,624,977 ▼ | -17.9% | 199,980 | 1.9% | ETF |
VYM Vanguard High Dividend Yield ETF | $19,405,401 | $251,252 ▼ | -1.3% | 137,092 | 1.7% | ETF |
XLY Consumer Discretionary Select Sector SPDR Fund | $18,806,370 | $460,020 ▲ | 2.5% | 79,065 | 1.7% | Finance |
IJK iShares S&P Mid-Cap 400 Growth ETF | $17,860,310 | $304,975 ▼ | -1.7% | 185,177 | 1.6% | ETF |
AAPL Apple | $17,799,048 | $1,810,532 ▲ | 11.3% | 68,983 | 1.6% | Computer and Technology |
IWM iShares Russell 2000 ETF | $17,762,990 | $773,629 ▲ | 4.6% | 72,257 | 1.6% | Finance |
VUG Vanguard Growth ETF | $16,868,638 | $609,501 ▼ | -3.5% | 35,038 | 1.5% | ETF |
XLF Financial Select Sector SPDR Fund | $14,831,698 | $953,529 ▲ | 6.9% | 276,093 | 1.3% | ETF |
XLV Health Care Select Sector SPDR Fund | $14,603,666 | $800,421 ▲ | 5.8% | 100,840 | 1.3% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $13,529,676 | $264,429 ▼ | -1.9% | 103,201 | 1.2% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $12,955,934 | $203,025 ▲ | 1.6% | 216,076 | 1.2% | ETF |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $12,291,400 | $159,827 ▲ | 1.3% | 425,897 | 1.1% | ETF |
IJR iShares Core S&P Small-Cap ETF | $12,075,319 | $304,190 ▼ | -2.5% | 100,512 | 1.1% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $11,595,217 | $428,520 ▲ | 3.8% | 140,056 | 1.0% | Manufacturing |
XLI Industrial Select Sector SPDR Fund | $9,445,766 | $490,100 ▲ | 5.5% | 61,173 | 0.8% | ETF |
ORCL Oracle | $9,348,480 | $202,301 ▲ | 2.2% | 32,671 | 0.8% | Computer and Technology |
IJT iShares S&P Small-Cap 600 Growth ETF | $9,233,052 | $168,899 ▼ | -1.8% | 64,834 | 0.8% | ETF |
XLP Consumer Staples Select Sector SPDR Fund | $9,057,535 | $250,944 ▲ | 2.8% | 116,078 | 0.8% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $8,744,919 | $257,672 ▼ | -2.9% | 83,420 | 0.8% | ETF |
IVV iShares Core S&P 500 ETF | $8,386,385 | $648,210 ▼ | -7.2% | 12,472 | 0.8% | ETF |
EEM iShares MSCI Emerging Markets ETF | $7,813,013 | $217,408 ▼ | -2.7% | 144,072 | 0.7% | Finance |
IEMG iShares Core MSCI Emerging Markets ETF | $7,806,982 | $109,606 ▼ | -1.4% | 116,600 | 0.7% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $7,203,731 | $2,597,673 ▲ | 56.4% | 165,299 | 0.6% | ETF |
MO Altria Group | $6,669,503 | $64,876 ▲ | 1.0% | 101,468 | 0.6% | Consumer Staples |
IXG iShares Global Financials ETF | $5,873,424 | $21,225 ▼ | -0.4% | 50,364 | 0.5% | ETF |
VCR Vanguard Consumer Discretionary ETF | $5,493,874 | $19,705 ▼ | -0.4% | 13,940 | 0.5% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $5,076,933 | $114,933 ▼ | -2.2% | 45,189 | 0.5% | ETF |
SDY SPDR S&P Dividend ETF | $5,025,208 | $196,896 ▼ | -3.8% | 35,731 | 0.5% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $4,960,753 | $537,839 ▲ | 12.2% | 89,062 | 0.4% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $4,858,734 | $26,687 ▼ | -0.5% | 53,890 | 0.4% | ETF |
VB Vanguard Small-Cap ETF | $4,774,800 | $220,728 ▼ | -4.4% | 18,517 | 0.4% | ETF |
PEY Invesco High Yield Equity Dividend Achievers ETF | $4,456,495 | $228,985 ▼ | -4.9% | 208,924 | 0.4% | ETF |
VO Vanguard Mid-Cap ETF | $4,350,510 | $62,289 ▼ | -1.4% | 14,737 | 0.4% | ETF |
PM Philip Morris International | $4,267,051 | $52,112 ▲ | 1.2% | 27,840 | 0.4% | Consumer Staples |
D Dominion Energy | $4,183,119 | $42,702 ▼ | -1.0% | 67,985 | 0.4% | Utilities |
VT Vanguard Total World Stock ETF | $4,088,199 | $69,678 ▲ | 1.7% | 29,395 | 0.4% | ETF |
VIS Vanguard Industrials ETF | $4,054,977 | $15,478 ▼ | -0.4% | 13,623 | 0.4% | ETF |
VGT Vanguard Information Technology ETF | $3,998,250 | $153,401 ▼ | -3.7% | 5,291 | 0.4% | ETF |
XLC Communication Services Select Sector SPDR Fund | $3,683,795 | $746,420 ▲ | 25.4% | 31,650 | 0.3% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $3,593,868 | $129,747 ▼ | -3.5% | 5,983 | 0.3% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $3,403,899 | $47,448 ▼ | -1.4% | 62,126 | 0.3% | ETF |
FDL First Trust Morningstar Dividend Leaders Index Fund | $3,297,988 | $168,400 ▼ | -4.9% | 75,125 | 0.3% | ETF |
XLE Energy Select Sector SPDR Fund | $3,264,441 | $278,290 ▲ | 9.3% | 36,716 | 0.3% | ETF |
LOW Lowe's Companies | $3,212,158 | $73,659 ▲ | 2.3% | 13,039 | 0.3% | Retail/Wholesale |
NEU NewMarket | $3,164,190 | $121,830 ▲ | 4.0% | 3,740 | 0.3% | Basic Materials |
AMZN Amazon.com | $3,141,408 | $836,772 ▲ | 36.3% | 14,311 | 0.3% | Retail/Wholesale |
VTV Vanguard Value ETF | $3,090,494 | $60,572 ▼ | -1.9% | 16,480 | 0.3% | ETF |
AIVL WisdomTree U.S. AI Enhanced Value Fund | $2,966,105 | $41,575 ▼ | -1.4% | 25,755 | 0.3% | Finance |
MCD McDonald's | $2,930,460 | $240,192 ▼ | -7.6% | 9,736 | 0.3% | Retail/Wholesale |
IWF iShares Russell 1000 Growth ETF | $2,560,233 | $127,824 ▼ | -4.8% | 5,448 | 0.2% | ETF |
NVDA NVIDIA | $2,502,671 | $1,993,281 ▲ | 391.3% | 13,339 | 0.2% | Computer and Technology |
LAM RESH CORP
| $2,351,478 | $49,138 ▲ | 2.1% | 16,127 | 0.2% | COM |
SPEM SPDR Portfolio Emerging Markets ETF | $2,249,164 | $650,918 ▲ | 40.7% | 47,501 | 0.2% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $2,136,171 | $182,997 ▼ | -7.9% | 40,658 | 0.2% | Finance |
DES WisdomTree U.S. SmallCap Dividend Fund | $1,829,120 | $127,861 ▼ | -6.5% | 54,132 | 0.2% | Finance |
GOOGL Alphabet | $1,810,438 | $324,107 ▲ | 21.8% | 7,379 | 0.2% | Computer and Technology |
META Meta Platforms | $1,687,580 | $662,242 ▲ | 64.6% | 2,375 | 0.2% | Computer and Technology |
VDE Vanguard Energy ETF | $1,682,136 | $3,139 ▼ | -0.2% | 13,396 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $1,639,749 | $119,052 ▲ | 7.8% | 5,289 | 0.1% | Finance |
MDYG SPDR S&P 400 Mid Cap Growth ETF | $1,597,570 | $15,274 ▲ | 1.0% | 17,363 | 0.1% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $1,574,753 | $80,325 ▼ | -4.9% | 8,234 | 0.1% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $1,512,701 | $5,902 ▲ | 0.4% | 17,940 | 0.1% | ETF |
KO CocaCola | $1,512,222 | $124,502 ▲ | 9.0% | 22,689 | 0.1% | Consumer Staples |
ITA iShares U.S. Aerospace & Defense ETF | $1,439,609 | | 0.0% | 6,870 | 0.1% | ETF |
ABBV AbbVie | $1,367,204 | $248,646 ▲ | 22.2% | 5,845 | 0.1% | Medical |
VHT Vanguard Health Care ETF | $1,365,084 | $12,130 ▼ | -0.9% | 5,064 | 0.1% | ETF |
AVGO Broadcom | $1,329,794 | $564,401 ▲ | 73.7% | 3,930 | 0.1% | Computer and Technology |
JNJ Johnson & Johnson | $1,313,123 | $427,458 ▲ | 48.3% | 6,961 | 0.1% | Medical |
TSLA Tesla | $1,263,700 | $486,567 ▲ | 62.6% | 2,940 | 0.1% | Auto/Tires/Trucks |
VTI Vanguard Total Stock Market ETF | $1,216,816 | $369,532 ▲ | 43.6% | 3,688 | 0.1% | ETF |
LLY Eli Lilly and Company | $1,098,550 | $158,735 ▲ | 16.9% | 1,308 | 0.1% | Medical |
MA Mastercard | $1,068,028 | $106,803 ▲ | 11.1% | 1,840 | 0.1% | Business Services |
TFC Truist Financial | $998,436 | $10,879 ▲ | 1.1% | 21,934 | 0.1% | Finance |
GOOG Alphabet | $991,222 | $481,317 ▲ | 94.4% | 4,022 | 0.1% | Computer and Technology |
QQQ Invesco QQQ | $957,212 | $26,539 ▼ | -2.7% | 1,587 | 0.1% | Finance |
SGOV iShares 0-3 Month Treasury Bond ETF | $918,381 | $253,672 ▼ | -21.6% | 9,145 | 0.1% | ETF |
IBM International Business Machines | $855,305 | $382,667 ▲ | 81.0% | 2,966 | 0.1% | Computer and Technology |
SLYG SPDR S&P 600 Small Cap Growth ETF | $831,236 | $10,723 ▲ | 1.3% | 8,760 | 0.1% | ETF |
NSC Norfolk Southern | $822,411 | $31,816 ▲ | 4.0% | 2,740 | 0.1% | Transportation |
CL Colgate-Palmolive | $787,254 | $25,740 ▲ | 3.4% | 10,093 | 0.1% | Consumer Staples |
VV Vanguard Large-Cap ETF | $766,297 | $47,623 ▼ | -5.9% | 2,478 | 0.1% | ETF |
XOM Exxon Mobil | $754,538 | $80,868 ▲ | 12.0% | 6,662 | 0.1% | Energy |
OEF iShares S&P 100 ETF | $754,127 | | 0.0% | 2,258 | 0.1% | ETF |
BRK.B Berkshire Hathaway | $752,115 | $328,676 ▲ | 77.6% | 1,508 | 0.1% | Finance |
AMAT Applied Materials | $712,411 | $31,542 ▲ | 4.6% | 3,275 | 0.1% | Computer and Technology |
GE GE Aerospace | $709,236 | $292,248 ▲ | 70.1% | 2,388 | 0.1% | Aerospace |
