IUSB iShares Core Total USD Bond Market ETF | $6,909,212 | $4,244,885 ▲ | 159.3% | 149,453 | 5.3% | Manufacturing |
BND Vanguard Total Bond Market ETF | $6,822,416 | $884,150 ▼ | -11.5% | 92,658 | 5.2% | ETF |
VOO Vanguard S&P 500 ETF | $6,727,043 | $208,463 ▼ | -3.0% | 11,843 | 5.2% | ETF |
NVDA NVIDIA | $4,888,555 | $272,534 ▲ | 5.9% | 30,942 | 3.7% | Computer and Technology |
QQQ Invesco QQQ | $4,528,271 | $1,584,260 ▲ | 53.8% | 8,209 | 3.5% | Finance |
JEPI JPMorgan Equity Premium Income ETF | $3,628,008 | $560,145 ▲ | 18.3% | 63,817 | 2.8% | ETF |
SCHX Schwab US Large-Cap ETF | $3,503,447 | $974,691 ▲ | 38.5% | 143,349 | 2.7% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $3,224,730 | $2,140,272 ▼ | -39.9% | 7,318 | 2.5% | Finance |
SPYG SPDR Portfolio S&P 500 Growth ETF | $3,032,395 | $1,549,226 ▲ | 104.5% | 31,813 | 2.3% | ETF |
DFAI Dimensional International Core Equity Market ETF | $2,598,634 | $388,015 ▲ | 17.6% | 75,170 | 2.0% | ETF |
AAPL Apple | $2,569,193 | $77,966 ▼ | -2.9% | 12,522 | 2.0% | Computer and Technology |
DFAE Dimensional Emerging Core Equity Market ETF | $2,533,860 | $556,190 ▲ | 28.1% | 87,525 | 1.9% | ETF |
EEM iShares MSCI Emerging Markets ETF | $2,435,809 | $2,435,809 ▲ | New Holding | 50,494 | 1.9% | Finance |
CGSD Capital Group Short Duration Income ETF | $2,435,245 | $41,911 ▲ | 1.8% | 93,898 | 1.9% | ETF |
MBB iShares MBS ETF | $2,394,754 | $431,424 ▲ | 22.0% | 25,506 | 1.8% | ETF |
TIDAL TR II
| $2,268,786 | $2,268,786 ▲ | New Holding | 101,082 | 1.7% | EVEN HERD LNG SH |
SCHV Schwab U.S. Large-Cap Value ETF | $2,265,520 | $1,163,031 ▼ | -33.9% | 81,876 | 1.7% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $2,244,617 | $41,912 ▲ | 1.9% | 44,290 | 1.7% | ETF |
JCPB JPMorgan Core Plus Bond ETF | $2,060,663 | $42,213 ▲ | 2.1% | 43,788 | 1.6% | ETF |
AMZN Amazon.com | $1,982,189 | $398,632 ▲ | 25.2% | 9,035 | 1.5% | Retail/Wholesale |
SPY SPDR S&P 500 ETF Trust | $1,970,324 | $497,369 ▲ | 33.8% | 3,189 | 1.5% | Finance |
EFA iShares MSCI EAFE ETF | $1,952,278 | $1,952,278 ▲ | New Holding | 21,840 | 1.5% | Finance |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $1,941,868 | $217,873 ▲ | 12.6% | 35,696 | 1.5% | ETF |
CAPITAL GRP FIXED INCM ETF T
| $1,912,299 | $42,106 ▲ | 2.3% | 72,711 | 1.5% | CORE BOND ETF |
MSFT Microsoft | $1,824,149 | $31,837 ▼ | -1.7% | 3,667 | 1.4% | Computer and Technology |
HEFA iShares Currency Hedged MSCI EAFE ETF | $1,741,111 | $1,270,976 ▲ | 270.3% | 45,867 | 1.3% | ETF |
DFIP Dimensional Inflation-Protected Securities ETF | $1,740,655 | $478,844 ▼ | -21.6% | 41,633 | 1.3% | ETF |
GLD SPDR Gold Shares | $1,717,107 | $558,753 ▲ | 48.2% | 5,633 | 1.3% | Finance |
LLY Eli Lilly and Company | $1,693,758 | $22,604 ▲ | 1.4% | 2,173 | 1.3% | Medical |
VIG Vanguard Dividend Appreciation ETF | $1,488,426 | $657,634 ▲ | 79.2% | 7,272 | 1.1% | ETF |
AVGO Broadcom | $1,457,406 | $182,210 ▼ | -11.1% | 5,287 | 1.1% | Computer and Technology |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $1,418,421 | $111,727 ▼ | -7.3% | 15,463 | 1.1% | ETF |
TSLA Tesla | $1,364,350 | $2,859 ▼ | -0.2% | 4,295 | 1.0% | Auto/Tires/Trucks |
ACWI iShares MSCI ACWI ETF | $1,277,258 | $2,771,850 ▼ | -68.5% | 9,932 | 1.0% | Manufacturing |
AOA iShares Core 80/20 Aggressive Allocation ETF | $1,088,120 | $769,282 ▲ | 241.3% | 13,047 | 0.8% | ETF |
IWM iShares Russell 2000 ETF | $1,085,653 | $1,085,653 ▲ | New Holding | 5,031 | 0.8% | Finance |
PG Procter & Gamble | $1,004,097 | $12,268 ▼ | -1.2% | 6,302 | 0.8% | Consumer Staples |
IVW iShares S&P 500 Growth ETF | $994,423 | $994,423 ▲ | New Holding | 9,032 | 0.8% | ETF |
NFLX Netflix | $969,530 | $22,765 ▲ | 2.4% | 724 | 0.7% | Consumer Discretionary |
VYMI Vanguard International High Dividend Yield ETF | $950,826 | $950,826 ▲ | New Holding | 11,869 | 0.7% | ETF |
XLK Technology Select Sector SPDR Fund | $904,791 | $141,302 ▲ | 18.5% | 3,573 | 0.7% | ETF |
AWK American Water Works | $873,437 | $278 ▲ | 0.0% | 6,279 | 0.7% | Utilities |
CGGO Capital Group Global Growth Equity ETF | $868,913 | $1,343 ▲ | 0.2% | 27,179 | 0.7% | ETF |
CINF Cincinnati Financial | $810,516 | $5,956 ▼ | -0.7% | 5,443 | 0.6% | Finance |
META Meta Platforms | $768,526 | $95,973 ▼ | -11.1% | 1,041 | 0.6% | Computer and Technology |
CGGR Capital Group Growth ETF | $740,480 | $22,520 ▲ | 3.1% | 18,216 | 0.6% | ETF |
PANW Palo Alto Networks | $654,029 | $65,894 ▲ | 11.2% | 3,196 | 0.5% | Computer and Technology |
CHW Calamos Global Dynamic Income Fund | $622,093 | | 0.0% | 87,250 | 0.5% | Financial Services |
GOOG Alphabet | $620,906 | $163,210 ▲ | 35.7% | 3,500 | 0.5% | Computer and Technology |
CVX Chevron | $600,382 | $4,152 ▲ | 0.7% | 4,193 | 0.5% | Energy |
BRK.B Berkshire Hathaway | $595,554 | $92,782 ▼ | -13.5% | 1,226 | 0.5% | Finance |
COST Costco Wholesale | $573,221 | $6,930 ▲ | 1.2% | 579 | 0.4% | Retail/Wholesale |
VBR Vanguard Small-Cap Value ETF | $540,373 | $540,373 ▲ | New Holding | 2,771 | 0.4% | ETF |
FPF First Trust Intermediate Duration Preferred & Income Fund | $505,317 | | 0.0% | 26,850 | 0.4% | Financial Services |
DUK Duke Energy | $493,924 | $708 ▲ | 0.1% | 4,186 | 0.4% | Utilities |
CGDV Capital Group Dividend Value ETF | $493,664 | $73,175 ▲ | 17.4% | 12,501 | 0.4% | ETF |
VGT Vanguard Information Technology ETF | $490,827 | $110,768 ▲ | 29.1% | 740 | 0.4% | ETF |
GS The Goldman Sachs Group | $477,024 | | 0.0% | 674 | 0.4% | Finance |
HD Home Depot | $471,050 | $27,493 ▲ | 6.2% | 1,285 | 0.4% | Retail/Wholesale |
GOOGL Alphabet | $467,922 | $467,922 ▲ | New Holding | 2,655 | 0.4% | Computer and Technology |
AMD Advanced Micro Devices | $459,472 | $4,966 ▼ | -1.1% | 3,238 | 0.4% | Computer and Technology |
ABBV AbbVie | $457,989 | $41,956 ▲ | 10.1% | 2,467 | 0.4% | Medical |
FFBC First Financial Bancorp. | $456,147 | | 0.0% | 18,802 | 0.3% | Finance |
COP ConocoPhillips | $431,499 | $1,346 ▲ | 0.3% | 4,808 | 0.3% | Energy |
AEE Ameren | $419,407 | $419,407 ▲ | New Holding | 4,367 | 0.3% | Utilities |
T AT&T | $411,839 | $9,550 ▲ | 2.4% | 14,231 | 0.3% | Computer and Technology |
RSP Invesco S&P 500 Equal Weight ETF | $403,005 | $90,526 ▲ | 29.0% | 2,217 | 0.3% | ETF |
UBER Uber Technologies | $401,843 | $1,866 ▲ | 0.5% | 4,307 | 0.3% | Computer and Technology |
SHOP Shopify | $393,574 | $41,180 ▲ | 11.7% | 3,412 | 0.3% | Computer and Technology |
VYM Vanguard High Dividend Yield ETF | $387,161 | | 0.0% | 2,904 | 0.3% | ETF |
BDJ BlackRock Enhanced Equity Dividend Trust | $386,986 | $20,251 ▼ | -5.0% | 43,531 | 0.3% | Financial Services |
NEE NextEra Energy | $383,266 | $3,610 ▲ | 1.0% | 5,521 | 0.3% | Utilities |
MPC Marathon Petroleum | $382,064 | | 0.0% | 2,300 | 0.3% | Energy |
VTV Vanguard Value ETF | $382,040 | $2,474 ▲ | 0.7% | 2,162 | 0.3% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $377,072 | $43,805 ▼ | -10.4% | 4,743 | 0.3% | ETF |
CGMU Capital Group Municipal Income ETF | $373,286 | | 0.0% | 13,986 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $363,099 | $53,943 ▼ | -12.9% | 1,252 | 0.3% | Finance |
VUG Vanguard Growth ETF | $346,774 | $68,829 ▲ | 24.8% | 791 | 0.3% | ETF |
ET Energy Transfer | $342,169 | $9,863 ▲ | 3.0% | 18,873 | 0.3% | Energy |
CRWD CrowdStrike | $338,182 | $1,528 ▼ | -0.4% | 664 | 0.3% | Computer and Technology |
PALANTIR TECHNOLOGIES INC
| $336,847 | $336,847 ▲ | New Holding | 2,471 | 0.3% | CL A |
FOF Cohen & Steers Closed-End Opportunity Fund | $328,147 | | 0.0% | 26,002 | 0.3% | Financial Services |
ACN Accenture | $318,617 | $24,808 ▼ | -7.2% | 1,066 | 0.2% | Computer and Technology |
HON Honeywell International | $315,200 | $233 ▲ | 0.1% | 1,353 | 0.2% | Multi-Sector Conglomerates |
NOW ServiceNow | $311,508 | $33,927 ▲ | 12.2% | 303 | 0.2% | Computer and Technology |
FOVL iShares Focused Value Factor ETF | $309,917 | $309,917 ▲ | New Holding | 4,305 | 0.2% | ETF |
STLG iShares Factors US Growth Style ETF | $306,549 | $306,549 ▲ | New Holding | 5,077 | 0.2% | Manufacturing |
VOOG Vanguard S&P 500 Growth ETF | $305,889 | $61,892 ▲ | 25.4% | 771 | 0.2% | ETF |
NVG Nuveen AMT-Free Municipal Credit Income Fund | $302,879 | | 0.0% | 25,388 | 0.2% | Financial Services |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $297,127 | $1,690,697 ▼ | -85.1% | 3,208 | 0.2% | ETF |
TLT iShares 20+ Year Treasury Bond ETF | $294,112 | $1,410,467 ▼ | -82.7% | 3,333 | 0.2% | ETF |
VTI Vanguard Total Stock Market ETF | $289,933 | $8,510 ▲ | 3.0% | 954 | 0.2% | ETF |
JNJ Johnson & Johnson | $281,347 | $153 ▼ | -0.1% | 1,842 | 0.2% | Medical |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $279,296 | $3,365 ▲ | 1.2% | 6,474 | 0.2% | ETF |
XOM Exxon Mobil | $267,801 | $350,276 ▼ | -56.7% | 2,484 | 0.2% | Energy |
CAPITAL GRP FIXED INCM ETF T
| $264,921 | | 0.0% | 10,158 | 0.2% | SHORT DURATION M |
WMT Walmart | $264,212 | $14,668 ▼ | -5.3% | 2,702 | 0.2% | Retail/Wholesale |
BA Boeing | $264,008 | $264,008 ▲ | New Holding | 1,260 | 0.2% | Aerospace |
FTCS First Trust Capital Strength ETF | $261,945 | $1,818 ▼ | -0.7% | 2,882 | 0.2% | ETF |
JMUB JPMorgan Municipal ETF | $261,553 | | 0.0% | 5,269 | 0.2% | ETF |
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