VEA Vanguard FTSE Developed Markets ETF | $28,624,654 | $621,865 ▲ | 2.2% | 502,099 | 5.9% | ETF |
VUG Vanguard Growth ETF | $26,612,749 | $33,319 ▼ | -0.1% | 60,704 | 5.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $25,369,654 | $782,820 ▼ | -3.0% | 41,061 | 5.2% | Finance |
QQQ Invesco QQQ | $19,599,997 | $21,514 ▲ | 0.1% | 35,530 | 4.0% | Finance |
VTV Vanguard Value ETF | $19,353,903 | $444,854 ▲ | 2.4% | 109,505 | 4.0% | ETF |
IVV iShares Core S&P 500 ETF | $18,020,618 | $197,449 ▲ | 1.1% | 29,023 | 3.7% | ETF |
AAPL Apple | $11,874,057 | $218,507 ▲ | 1.9% | 57,874 | 2.4% | Computer and Technology |
BSV Vanguard Short-Term Bond ETF | $10,455,840 | $1,243,695 ▲ | 13.5% | 132,857 | 2.2% | ETF |
BNDX Vanguard Total International Bond ETF | $10,430,046 | $560,702 ▲ | 5.7% | 210,665 | 2.1% | ETF |
GOOG Alphabet | $10,384,741 | $65,457 ▲ | 0.6% | 58,542 | 2.1% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $9,692,013 | $308,927 ▲ | 3.3% | 195,957 | 2.0% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $8,317,921 | $218,322 ▲ | 2.7% | 165,465 | 1.7% | Manufacturing |
RDVY First Trust Rising Dividend Achievers ETF | $7,936,954 | $205,537 ▲ | 2.7% | 126,505 | 1.6% | Manufacturing |
MSFT Microsoft | $7,520,417 | $199,961 ▼ | -2.6% | 15,119 | 1.6% | Computer and Technology |
VB Vanguard Small-Cap ETF | $6,758,243 | $107,116 ▲ | 1.6% | 28,518 | 1.4% | ETF |
GOOGL Alphabet | $6,608,118 | $9,516 ▲ | 0.1% | 37,497 | 1.4% | Computer and Technology |
TBIL US Treasury 3 Month Bill ETF | $5,577,978 | $1,363,810 ▲ | 32.4% | 111,571 | 1.1% | ETF |
VYM Vanguard High Dividend Yield ETF | $5,546,994 | $234,891 ▲ | 4.4% | 41,610 | 1.1% | ETF |
NVDA NVIDIA | $5,494,101 | $51,031 ▲ | 0.9% | 34,775 | 1.1% | Computer and Technology |
BIV Vanguard Intermediate-Term Bond ETF | $5,493,959 | $290,800 ▲ | 5.6% | 71,036 | 1.1% | ETF |
VOO Vanguard S&P 500 ETF | $5,294,627 | $930,437 ▲ | 21.3% | 9,321 | 1.1% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $4,617,434 | $102,828 ▲ | 2.3% | 99,643 | 1.0% | ETF |
BLV Vanguard Long-Term Bond ETF | $4,311,380 | $115,714 ▲ | 2.8% | 61,999 | 0.9% | ETF |
REZ iShares Residential and Multisector Real Estate ETF | $4,052,440 | $87,774 ▲ | 2.2% | 49,216 | 0.8% | ETF |
AMZN Amazon.com | $3,624,323 | $467,740 ▼ | -11.4% | 16,520 | 0.7% | Retail/Wholesale |
SO Southern | $3,351,407 | $52,251 ▼ | -1.5% | 36,496 | 0.7% | Utilities |
IUSB iShares Core Total USD Bond Market ETF | $3,257,138 | $15,441 ▼ | -0.5% | 70,455 | 0.7% | Manufacturing |
NEAR iShares Short Duration Bond Active ETF | $3,115,121 | $203,123 ▼ | -6.1% | 60,961 | 0.6% | ETF |
MA Mastercard | $3,031,750 | $12,925 ▲ | 0.4% | 5,395 | 0.6% | Business Services |
IVW iShares S&P 500 Growth ETF | $2,643,260 | $14,863 ▼ | -0.6% | 24,008 | 0.5% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $2,569,754 | $272,076 ▲ | 11.8% | 17,086 | 0.5% | Manufacturing |
XOM Exxon Mobil | $2,474,349 | $35,574 ▲ | 1.5% | 22,953 | 0.5% | Energy |
QUAL iShares MSCI USA Quality Factor ETF | $2,415,843 | $36,931 ▲ | 1.6% | 13,214 | 0.5% | ETF |
META Meta Platforms | $2,372,436 | $149,846 ▲ | 6.7% | 3,214 | 0.5% | Computer and Technology |
UPS United Parcel Service | $2,217,551 | $303 ▼ | 0.0% | 21,969 | 0.5% | Transportation |
V Visa | $2,051,336 | $5,325 ▲ | 0.3% | 5,778 | 0.4% | Business Services |
ED Consolidated Edison | $2,025,274 | $40,642 ▼ | -2.0% | 20,182 | 0.4% | Utilities |
NFLX Netflix | $1,996,643 | $381,652 ▲ | 23.6% | 1,491 | 0.4% | Consumer Discretionary |
SPGP Invesco S&P 500 GARP ETF | $1,994,604 | $103,392 ▼ | -4.9% | 18,520 | 0.4% | ETF |
GSY Invesco Ultra Short Duration ETF | $1,988,803 | $122,642 ▼ | -5.8% | 39,665 | 0.4% | ETF |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $1,986,177 | $10,130 ▼ | -0.5% | 36,470 | 0.4% | ETF |
JPM JPMorgan Chase & Co. | $1,974,885 | $38,558 ▲ | 2.0% | 6,812 | 0.4% | Finance |
GLD SPDR Gold Shares | $1,967,982 | $4,572 ▼ | -0.2% | 6,456 | 0.4% | Finance |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $1,939,774 | $20,260 ▲ | 1.1% | 36,766 | 0.4% | Manufacturing |
IUS Invesco RAFI Strategic US ETF | $1,922,518 | $93,371 ▼ | -4.6% | 37,330 | 0.4% | Manufacturing |
MGK Vanguard Mega Cap Growth ETF | $1,902,214 | $6,591 ▼ | -0.3% | 5,195 | 0.4% | ETF |
IWY iShares Russell Top 200 Growth ETF | $1,892,950 | $82,088 ▼ | -4.2% | 7,679 | 0.4% | ETF |
PDP Invesco Dorsey Wright Momentum ETF | $1,820,324 | $23,782 ▼ | -1.3% | 16,763 | 0.4% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $1,795,622 | $101,866 ▼ | -5.4% | 35,431 | 0.4% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $1,791,007 | $249,856 ▲ | 16.2% | 31,504 | 0.4% | ETF |
TFLO iShares Treasury Floating Rate Bond ETF | $1,773,987 | $67,416 ▲ | 4.0% | 35,024 | 0.4% | ETF |
BAC Bank of America | $1,764,644 | $9,559 ▼ | -0.5% | 37,292 | 0.4% | Finance |
SSO ProShares Ultra S&P500 | $1,761,501 | $2,638 ▲ | 0.2% | 18,026 | 0.4% | ETF |
AVGO Broadcom | $1,741,119 | $86,560 ▼ | -4.7% | 6,316 | 0.4% | Computer and Technology |
COST Costco Wholesale | $1,726,046 | $16,825 ▲ | 1.0% | 1,744 | 0.4% | Retail/Wholesale |
CHD Church & Dwight | $1,704,949 | $961 ▲ | 0.1% | 17,740 | 0.4% | Consumer Staples |
EFV iShares MSCI EAFE Value ETF | $1,651,469 | $18,472 ▼ | -1.1% | 26,016 | 0.3% | ETF |
VFVA Vanguard U.S. Value Factor | $1,602,610 | $66,130 ▲ | 4.3% | 13,547 | 0.3% | ETF |
VGT Vanguard Information Technology ETF | $1,601,646 | $265,283 ▲ | 19.9% | 2,415 | 0.3% | ETF |
IEFA iShares Core MSCI EAFE ETF | $1,593,374 | $80,892 ▼ | -4.8% | 19,087 | 0.3% | ETF |
IVE iShares S&P 500 Value ETF | $1,576,827 | $5,863 ▼ | -0.4% | 8,069 | 0.3% | ETF |
VPU Vanguard Utilities ETF | $1,457,652 | $19,593 ▲ | 1.4% | 8,258 | 0.3% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $1,401,103 | $21,197 ▼ | -1.5% | 14,806 | 0.3% | Manufacturing |
MTUM iShares MSCI USA Momentum Factor ETF | $1,396,767 | $333,090 ▲ | 31.3% | 5,812 | 0.3% | ETF |
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF | $1,384,538 | $47,756 ▼ | -3.3% | 28,093 | 0.3% | ETF |
IBM International Business Machines | $1,375,114 | $19,160 ▲ | 1.4% | 4,665 | 0.3% | Computer and Technology |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $1,372,624 | $5,131 ▼ | -0.4% | 10,165 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $1,358,699 | $506,658 ▼ | -27.2% | 2,797 | 0.3% | Finance |
PYLD PIMCO Multi Sector Bond Active ETF | $1,352,850 | $908,491 ▲ | 204.4% | 50,974 | 0.3% | ETF |
KMB Kimberly-Clark | $1,302,464 | $1,676 ▼ | -0.1% | 10,103 | 0.3% | Consumer Staples |
OUSA ALPS O'Shares U.S. Quality Dividend ETF | $1,256,763 | $35,135 ▲ | 2.9% | 23,286 | 0.3% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $1,256,144 | $22,812 ▲ | 1.8% | 20,925 | 0.3% | ETF |
HD Home Depot | $1,244,430 | $1,833 ▲ | 0.1% | 3,394 | 0.3% | Retail/Wholesale |
VIG Vanguard Dividend Appreciation ETF | $1,234,899 | $68,969 ▲ | 5.9% | 6,034 | 0.3% | ETF |
EFA iShares MSCI EAFE ETF | $1,229,828 | $90,463 ▼ | -6.9% | 13,758 | 0.3% | Finance |
IJR iShares Core S&P Small-Cap ETF | $1,212,981 | $100,982 ▲ | 9.1% | 11,099 | 0.3% | ETF |
DFIV Dimensional International Value ETF | $1,212,217 | $195,305 ▲ | 19.2% | 28,303 | 0.2% | ETF |
TIP iShares TIPS Bond ETF | $1,169,103 | $70,538 ▼ | -5.7% | 10,624 | 0.2% | ETF |
T AT&T | $1,168,757 | $15,425 ▼ | -1.3% | 40,386 | 0.2% | Computer and Technology |
DIA SPDR Dow Jones Industrial Average ETF Trust | $1,126,674 | $102,665 ▲ | 10.0% | 2,557 | 0.2% | Finance |
EEM iShares MSCI Emerging Markets ETF | $1,114,392 | $163,534 ▲ | 17.2% | 23,101 | 0.2% | Finance |
MU Micron Technology | $1,113,131 | $181,927 ▲ | 19.5% | 9,031 | 0.2% | Computer and Technology |
SMH VanEck Semiconductor ETF | $1,104,103 | $767,211 ▼ | -41.0% | 3,959 | 0.2% | Manufacturing |
CSX CSX | $1,080,897 | $38,471 ▼ | -3.4% | 33,126 | 0.2% | Transportation |
ISHARES BITCOIN TRUST ETF
| $1,070,747 | $1,408 ▲ | 0.1% | 17,493 | 0.2% | SHS BEN INT |
EFG iShares MSCI EAFE Growth ETF | $1,069,510 | $15,680 ▼ | -1.4% | 9,549 | 0.2% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $1,055,478 | $12,010 ▼ | -1.1% | 11,073 | 0.2% | ETF |
OEF iShares S&P 100 ETF | $1,025,777 | $19,176 ▲ | 1.9% | 3,370 | 0.2% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $1,022,163 | | 0.0% | 1,804 | 0.2% | ETF |
HGLB Highland Global Allocation Fund | $1,017,697 | $27,008 ▼ | -2.6% | 116,923 | 0.2% | |
AGG iShares Core U.S. Aggregate Bond ETF | $1,012,534 | $1,012,534 ▲ | New Holding | 10,207 | 0.2% | Finance |
VCSH Vanguard Short-Term Corporate Bond ETF | $1,010,796 | $82,444 ▼ | -7.5% | 12,714 | 0.2% | ETF |
ALL Allstate | $1,004,903 | $8,052 ▼ | -0.8% | 4,992 | 0.2% | Finance |
GIS General Mills | $996,024 | $97,763 ▼ | -8.9% | 19,225 | 0.2% | Consumer Staples |
GE VERNOVA INC
| $994,055 | $131,729 ▼ | -11.7% | 1,879 | 0.2% | COM |
IYW iShares U.S. Technology ETF | $973,547 | $88,536 ▼ | -8.3% | 5,619 | 0.2% | Manufacturing |
TBLL Invesco Short Term Treasury ETF | $970,018 | $69,867 ▲ | 7.8% | 9,191 | 0.2% | ETF |
AOM iShares Core 40/60 Moderate Allocation ETF | $954,621 | $27,393 ▲ | 3.0% | 20,735 | 0.2% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $930,806 | $16,796 ▲ | 1.8% | 31,866 | 0.2% | ETF |
PG Procter & Gamble | $927,692 | $10,355 ▲ | 1.1% | 5,823 | 0.2% | Consumer Staples |
