VEA Vanguard FTSE Developed Markets ETF | $30,714,116 | $628,322 ▲ | 2.1% | 512,585 | 5.8% | ETF |
VUG Vanguard Growth ETF | $29,585,879 | $471,459 ▲ | 1.6% | 61,687 | 5.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $27,257,512 | $96,596 ▼ | -0.4% | 40,916 | 5.1% | Finance |
QQQ Invesco QQQ | $21,450,970 | $120,073 ▲ | 0.6% | 35,730 | 4.0% | Finance |
VTV Vanguard Value ETF | $20,906,603 | $485,059 ▲ | 2.4% | 112,106 | 3.9% | ETF |
IVV iShares Core S&P 500 ETF | $17,195,624 | $2,229,434 ▼ | -11.5% | 25,692 | 3.2% | ETF |
AAPL Apple | $14,669,850 | $66,714 ▼ | -0.5% | 57,612 | 2.7% | Computer and Technology |
GOOG Alphabet | $14,322,045 | $64,054 ▲ | 0.4% | 58,805 | 2.7% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $11,100,885 | $483,936 ▲ | 4.6% | 204,889 | 2.1% | ETF |
BSV Vanguard Short-Term Bond ETF | $10,677,238 | $193,487 ▲ | 1.8% | 135,309 | 2.0% | ETF |
BNDX Vanguard Total International Bond ETF | $10,676,964 | $257,488 ▲ | 2.5% | 215,871 | 2.0% | ETF |
GOOGL Alphabet | $9,275,143 | $159,715 ▲ | 1.8% | 38,154 | 1.7% | Computer and Technology |
RDVY First Trust Rising Dividend Achievers ETF | $8,749,406 | $240,657 ▲ | 2.8% | 130,083 | 1.6% | Manufacturing |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $8,640,508 | $263,023 ▲ | 3.1% | 170,660 | 1.6% | Manufacturing |
MSFT Microsoft | $8,116,239 | $285,389 ▲ | 3.6% | 15,670 | 1.5% | Computer and Technology |
VB Vanguard Small-Cap ETF | $7,503,766 | $252,245 ▲ | 3.5% | 29,510 | 1.4% | ETF |
NVDA NVIDIA | $6,824,949 | $336,592 ▲ | 5.2% | 36,579 | 1.3% | Computer and Technology |
VYM Vanguard High Dividend Yield ETF | $6,428,607 | $563,661 ▲ | 9.6% | 45,609 | 1.2% | ETF |
VOO Vanguard S&P 500 ETF | $6,397,421 | $689,528 ▲ | 12.1% | 10,447 | 1.2% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $5,848,728 | $301,507 ▲ | 5.4% | 74,897 | 1.1% | ETF |
TBIL US Treasury 3 Month Bill ETF | $5,389,847 | $188,700 ▼ | -3.4% | 107,797 | 1.0% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $4,886,263 | $207,046 ▲ | 4.4% | 104,052 | 0.9% | ETF |
BLV Vanguard Long-Term Bond ETF | $4,697,709 | $305,080 ▲ | 6.9% | 66,305 | 0.9% | ETF |
REZ iShares Residential and Multisector Real Estate ETF | $4,483,803 | $301,900 ▲ | 7.2% | 52,769 | 0.8% | ETF |
AMZN Amazon.com | $3,770,895 | $143,599 ▲ | 4.0% | 17,174 | 0.7% | Retail/Wholesale |
SO Southern | $3,366,766 | $91,926 ▼ | -2.7% | 35,526 | 0.6% | Utilities |
MA Mastercard | $3,095,030 | $26,166 ▲ | 0.9% | 5,441 | 0.6% | Business Services |
NEAR iShares Short Duration Bond Active ETF | $3,088,763 | $37,332 ▼ | -1.2% | 60,233 | 0.6% | ETF |
OEF iShares S&P 100 ETF | $2,857,237 | $1,735,512 ▲ | 154.7% | 8,584 | 0.5% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $2,771,779 | $39,489 ▼ | -1.4% | 16,846 | 0.5% | Manufacturing |
IUSB iShares Core Total USD Bond Market ETF | $2,684,224 | $606,713 ▼ | -18.4% | 57,466 | 0.5% | Manufacturing |
XOM Exxon Mobil | $2,672,451 | $84,451 ▲ | 3.3% | 23,702 | 0.5% | Energy |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $2,624,586 | $465,551 ▲ | 21.6% | 44,334 | 0.5% | ETF |
IVW iShares S&P 500 Growth ETF | $2,470,478 | $427,701 ▼ | -14.8% | 20,465 | 0.5% | ETF |
META Meta Platforms | $2,409,949 | $49,932 ▲ | 2.1% | 3,282 | 0.5% | Computer and Technology |
IEMG iShares Core MSCI Emerging Markets ETF | $2,355,998 | $976,612 ▲ | 70.8% | 35,740 | 0.4% | ETF |
GLD SPDR Gold Shares | $2,315,176 | $20,262 ▲ | 0.9% | 6,513 | 0.4% | Finance |
JPM JPMorgan Chase & Co. | $2,244,944 | $96,207 ▲ | 4.5% | 7,117 | 0.4% | Finance |
IWY iShares Russell Top 200 Growth ETF | $2,214,376 | $113,017 ▲ | 5.4% | 8,092 | 0.4% | ETF |
AVGO Broadcom | $2,183,510 | $99,955 ▲ | 4.8% | 6,619 | 0.4% | Computer and Technology |
QUAL iShares MSCI USA Quality Factor ETF | $2,172,248 | $397,960 ▼ | -15.5% | 11,168 | 0.4% | ETF |
MGK Vanguard Mega Cap Growth ETF | $2,085,352 | $5,231 ▼ | -0.3% | 5,182 | 0.4% | ETF |
IVE iShares S&P 500 Value ETF | $2,082,153 | $415,894 ▲ | 25.0% | 10,083 | 0.4% | ETF |
ED Consolidated Edison | $2,047,597 | $18,898 ▲ | 0.9% | 20,370 | 0.4% | Utilities |
EFV iShares MSCI EAFE Value ETF | $2,045,792 | $281,151 ▲ | 15.9% | 30,161 | 0.4% | ETF |
SSO ProShares Ultra S&P500 | $2,021,255 | | 0.0% | 18,026 | 0.4% | ETF |
GSY Invesco Ultra Short Duration ETF | $2,018,255 | $25,720 ▲ | 1.3% | 40,177 | 0.4% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $1,998,029 | $199,163 ▲ | 11.1% | 34,992 | 0.4% | ETF |
V Visa | $1,990,642 | $18,094 ▲ | 0.9% | 5,831 | 0.4% | Business Services |
PYLD PIMCO Multi Sector Bond Active ETF | $1,984,523 | $616,381 ▲ | 45.1% | 73,939 | 0.4% | ETF |
PDP Invesco Dorsey Wright Momentum ETF | $1,979,458 | $472 ▲ | 0.0% | 16,767 | 0.4% | ETF |
BAC Bank of America | $1,930,057 | $6,139 ▲ | 0.3% | 37,411 | 0.4% | Finance |
VTI Vanguard Total Stock Market ETF | $1,911,319 | $940,235 ▲ | 96.8% | 5,824 | 0.4% | ETF |
IUS Invesco RAFI Strategic US ETF | $1,907,603 | $153,372 ▼ | -7.4% | 34,552 | 0.4% | Manufacturing |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $1,906,853 | $42,848 ▼ | -2.2% | 35,958 | 0.4% | Manufacturing |
JPST JPMorgan Ultra-Short Income ETF | $1,879,830 | $82,435 ▲ | 4.6% | 37,056 | 0.4% | ETF |
UPS United Parcel Service | $1,841,168 | $6,098 ▲ | 0.3% | 22,042 | 0.3% | Transportation |
VGT Vanguard Information Technology ETF | $1,800,749 | $2,240 ▼ | -0.1% | 2,412 | 0.3% | ETF |
VFVA Vanguard U.S. Value Factor | $1,716,943 | $10,841 ▼ | -0.6% | 13,462 | 0.3% | ETF |
TFLO iShares Treasury Floating Rate Bond ETF | $1,698,598 | $73,254 ▼ | -4.1% | 33,576 | 0.3% | ETF |
IEFA iShares Core MSCI EAFE ETF | $1,657,571 | $8,906 ▼ | -0.5% | 18,985 | 0.3% | ETF |
COST Costco Wholesale | $1,634,484 | $20,362 ▲ | 1.3% | 1,766 | 0.3% | Retail/Wholesale |
CHD Church & Dwight | $1,567,666 | $13,144 ▲ | 0.8% | 17,890 | 0.3% | Consumer Staples |
VPU Vanguard Utilities ETF | $1,506,563 | $57,580 ▼ | -3.7% | 7,954 | 0.3% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $1,481,955 | $1,456 ▲ | 0.1% | 10,175 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $1,466,995 | $60,832 ▲ | 4.3% | 2,918 | 0.3% | Finance |
IUSV iShares Core S&P U.S. Value ETF | $1,452,239 | $27,586 ▼ | -1.9% | 14,530 | 0.3% | Manufacturing |
DFIV Dimensional International Value ETF | $1,446,604 | $141,266 ▲ | 10.8% | 31,366 | 0.3% | ETF |
MU Micron Technology | $1,444,270 | $66,759 ▼ | -4.4% | 8,632 | 0.3% | Computer and Technology |
SPMO Invesco S&P 500 Momentum ETF | $1,385,169 | $1,385,169 ▲ | New Holding | 11,442 | 0.3% | ETF |
VIG Vanguard Dividend Appreciation ETF | $1,383,133 | $81,132 ▲ | 6.2% | 6,410 | 0.3% | ETF |
HD Home Depot | $1,376,102 | $810 ▲ | 0.1% | 3,396 | 0.3% | Retail/Wholesale |
NFLX Netflix | $1,349,984 | $437,606 ▼ | -24.5% | 1,126 | 0.3% | Consumer Discretionary |
IBM International Business Machines | $1,338,850 | $22,573 ▲ | 1.7% | 4,745 | 0.3% | Computer and Technology |
IJR iShares Core S&P Small-Cap ETF | $1,325,616 | $6,773 ▲ | 0.5% | 11,156 | 0.2% | ETF |
MTUM iShares MSCI USA Momentum Factor ETF | $1,296,329 | $194,129 ▼ | -13.0% | 5,055 | 0.2% | ETF |
EFA iShares MSCI EAFE ETF | $1,284,584 | | 0.0% | 13,758 | 0.2% | Finance |
OUSA ALPS O'Shares U.S. Quality Dividend ETF | $1,248,797 | $67,791 ▼ | -5.1% | 22,087 | 0.2% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $1,239,623 | $53,796 ▲ | 4.5% | 2,673 | 0.2% | Finance |
ISHARES BITCOIN TRUST ETF
| $1,239,420 | $102,375 ▲ | 9.0% | 19,068 | 0.2% | SHS BEN INT |
KMB Kimberly-Clark | $1,230,770 | $25,491 ▼ | -2.0% | 9,898 | 0.2% | Consumer Staples |
SMH VanEck Semiconductor ETF | $1,222,529 | $69,514 ▼ | -5.4% | 3,746 | 0.2% | Manufacturing |
EQWL Invesco S&P 100 Equal Weight ETF | $1,214,691 | $1,214,691 ▲ | New Holding | 10,592 | 0.2% | ETF |
IWM iShares Russell 2000 ETF | $1,163,623 | $670,735 ▲ | 136.1% | 4,809 | 0.2% | Finance |
TLH iShares 10-20 Year Treasury Bond ETF | $1,157,015 | $440,292 ▲ | 61.4% | 11,234 | 0.2% | ETF |
IAU iShares Gold Trust | $1,139,942 | $104,716 ▲ | 10.1% | 15,665 | 0.2% | Finance |
SPYG SPDR Portfolio S&P 500 Growth ETF | $1,133,934 | $23,306 ▼ | -2.0% | 10,850 | 0.2% | ETF |
PALANTIR TECHNOLOGIES INC
| $1,117,505 | $6,020 ▼ | -0.5% | 6,126 | 0.2% | CL A |
EEM iShares MSCI Emerging Markets ETF | $1,110,987 | $122,606 ▼ | -9.9% | 20,805 | 0.2% | Finance |
T AT&T | $1,105,675 | $34,820 ▼ | -3.1% | 39,153 | 0.2% | Computer and Technology |
CSX CSX | $1,093,545 | $82,775 ▼ | -7.0% | 30,795 | 0.2% | Transportation |
HGLB Highland Global Allocation Fund | $1,071,940 | $9,108 ▲ | 0.9% | 117,925 | 0.2% | |
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF | $1,067,927 | $439,523 ▼ | -29.2% | 19,902 | 0.2% | ETF |
GE VERNOVA INC
| $1,063,556 | $91,601 ▼ | -7.9% | 1,730 | 0.2% | COM |
ALL Allstate | $1,058,983 | $12,449 ▼ | -1.2% | 4,934 | 0.2% | Finance |
TIP iShares TIPS Bond ETF | $1,058,532 | $123,127 ▼ | -10.4% | 9,517 | 0.2% | ETF |
RTX RTX | $1,057,024 | $59,737 ▲ | 6.0% | 6,317 | 0.2% | Aerospace |
GIS General Mills | $1,034,632 | $65,295 ▲ | 6.7% | 20,520 | 0.2% | Consumer Staples |
VCSH Vanguard Short-Term Corporate Bond ETF | $1,012,263 | $3,997 ▼ | -0.4% | 12,664 | 0.2% | ETF |
PG Procter & Gamble | $1,000,784 | $106,025 ▲ | 11.8% | 6,513 | 0.2% | Consumer Staples |
