IVV iShares Core S&P 500 ETF | $282,778,313 | $625,322 â–² | 0.2% | 377,597 | 10.4% | ETF |
FNDX Schwab Fundamental U.S. Large Company ETF | $199,767,972 | $3,833,169 â–² | 2.0% | 6,423,407 | 7.4% | ETF |
SCHF Schwab International Equity ETF | $195,795,841 | $4,023,470 â–² | 2.1% | 7,056,392 | 7.2% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $158,470,985 | $5,130,357 â–² | 3.3% | 2,224,154 | 5.8% | ETF |
VOO Vanguard S&P 500 ETF | $154,673,858 | $897,661 â–² | 0.6% | 225,206 | 5.7% | ETF |
QQQ Invesco QQQ | $148,103,546 | $404,717 â–¼ | -0.3% | 200,903 | 5.4% | ETF |
SCHX Schwab US Large-Cap ETF | $121,070,510 | $801,766 â–² | 0.7% | 4,110,047 | 4.5% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $117,735,108 | $3,223,916 â–² | 2.8% | 1,972,443 | 4.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $104,532,829 | $8,003,693 â–² | 8.3% | 704,827 | 3.8% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $102,380,925 | $79,820 â–¼ | -0.1% | 1,295,469 | 3.8% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $98,169,503 | $3,909,807 â–² | 4.1% | 991,812 | 3.6% | ETF |
FNDA Schwab Fundamental U.S. Small Company ETF | $82,828,728 | $2,609,698 â–² | 3.3% | 2,176,267 | 3.0% | ETF |
SCHA Schwab US Small-Cap ETF | $82,205,926 | $421,452 â–² | 0.5% | 2,273,743 | 3.0% | ETF |
ILCV iShares Morningstar Value ETF | $68,313,771 | $465,299 â–² | 0.7% | 674,771 | 2.5% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $62,988,317 | $4,282,758 â–² | 7.3% | 762,109 | 2.3% | ETF |
BND Vanguard Total Bond Market ETF | $49,664,161 | $6,162,111 â–¼ | -11.0% | 676,531 | 1.8% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $47,216,909 | $1,906,847 â–² | 4.2% | 221,915 | 1.7% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $39,136,408 | $10,225 â–² | 0.0% | 306,208 | 1.4% | ETF |
AAPL Apple | $38,211,200 | $1,179,722 â–¼ | -3.0% | 132,054 | 1.4% | Technology |
SCHD Schwab US Dividend Equity ETF | $37,073,645 | $1,349,990 â–² | 3.8% | 1,169,147 | 1.4% | ETF |
VTV Vanguard Value ETF | $27,780,782 | $1,686,121 â–² | 6.5% | 127,476 | 1.0% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $27,351,512 | $200,718 â–¼ | -0.7% | 311,237 | 1.0% | ETF |
ICSH iShares Ultra Short-Term Bond Active ETF | $26,219,388 | $1,309,667 â–² | 5.3% | 518,375 | 1.0% | ETF |
VYM Vanguard High Dividend Yield ETF | $24,052,892 | $4,424,986 â–¼ | -15.5% | 152,205 | 0.9% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $23,248,510 | $57,813 â–¼ | -0.2% | 32,975 | 0.9% | ETF |
NVDA NVIDIA | $22,930,128 | $334,351 â–¼ | -1.4% | 114,599 | 0.8% | Technology |
IUSV iShares Core S&P U.S. Value ETF | $22,799,778 | $278,460 â–¼ | -1.2% | 206,988 | 0.8% | ETF |
JCPB JPMorgan Core Plus Bond ETF | $22,131,842 | $546,898 â–¼ | -2.4% | 471,492 | 0.8% | ETF |
IMCG iShares Morningstar Mid-Cap Growth ETF | $20,181,676 | $140,274 â–² | 0.7% | 205,307 | 0.7% | ETF |
IMCV iShares Morningstar Mid-Cap Value ETF | $19,163,885 | $219,490 â–² | 1.2% | 209,721 | 0.7% | ETF |
IMCB iShares Morningstar Mid-Cap ETF | $18,666,064 | $170,814 â–² | 0.9% | 193,311 | 0.7% | ETF |
BRK.B Berkshire Hathaway | $18,282,826 | $1,116,875 â–¼ | -5.8% | 36,537 | 0.7% | Finance |
JEPI JPMorgan Equity Premium Income ETF | $16,558,537 | $888,431 â–¼ | -5.1% | 293,175 | 0.6% | ETF |
VBR Vanguard Small-Cap Value ETF | $16,071,533 | $1,111,189 â–¼ | -6.5% | 66,141 | 0.6% | ETF |
AIQ Global X Artificial Intelligence & Technology ETF | $14,940,484 | $893,286 â–² | 6.4% | 227,715 | 0.5% | ETF |
AMZN Amazon.com | $14,888,539 | $61,730 â–² | 0.4% | 62,468 | 0.5% | Consumer Discretionary |
ISCV iShares Morningstar Small-Cap Value ETF | $14,813,433 | $120,533 â–² | 0.8% | 189,142 | 0.5% | ETF |
XLE Energy Select Sector SPDR Fund | $13,766,289 | $293,858 â–¼ | -2.1% | 259,203 | 0.5% | ETF |
ISCG iShares Morningstar Small-Cap Growth ETF | $11,807,619 | $108,534 â–² | 0.9% | 180,159 | 0.4% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $10,410,063 | $190,945 â–¼ | -1.8% | 287,095 | 0.4% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $9,717,936 | $197,780 â–¼ | -2.0% | 109,178 | 0.4% | ETF |
SPYI NEOS S&P 500 High Income ETF | $9,217,486 | $621,525 â–² | 7.2% | 173,620 | 0.3% | ETF |
VTI Vanguard Total Stock Market ETF | $8,726,883 | $3,276,281 â–¼ | -27.3% | 23,584 | 0.3% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $6,773,032 | $362,178 â–² | 5.6% | 81,760 | 0.2% | ETF |
XLY Consumer Discretionary Select Sector SPDR Fund | $6,646,328 | $80,805 â–¼ | -1.2% | 56,671 | 0.2% | ETF |
SOXX iShares Semiconductor ETF | $6,485,054 | $6,485,054 â–² | New Holding | 10,121 | 0.2% | ETF |
DE Deere & Company | $6,363,593 | $636 â–² | 0.0% | 10,006 | 0.2% | Industrials |
SCHG Schwab U.S. Large-Cap Growth ETF | $5,937,981 | $29,035 â–¼ | -0.5% | 175,472 | 0.2% | ETF |
ITA iShares U.S. Aerospace & Defense ETF | $5,688,895 | $109,089 â–² | 2.0% | 23,467 | 0.2% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $5,574,781 | | 0.0% | 151,201 | 0.2% | ETF |
MSFT Microsoft | $5,491,304 | $415,550 â–² | 8.2% | 14,721 | 0.2% | Technology |
NLR VanEck Uranium and Nuclear ETF | $4,579,471 | $522,490 â–¼ | -10.2% | 39,485 | 0.2% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $4,306,251 | $8,617 â–¼ | -0.2% | 85,458 | 0.2% | ETF |
GOOG Alphabet | $3,576,691 | $353 â–¼ | 0.0% | 10,123 | 0.1% | Communication Services |
EQWL Invesco S&P 100 Equal Weight ETF | $3,457,349 | $15,224 â–² | 0.4% | 26,797 | 0.1% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $3,324,531 | | 0.0% | 95,505 | 0.1% | ETF |
ABBV AbbVie | $3,195,896 | $24,913 â–¼ | -0.8% | 12,700 | 0.1% | Healthcare |
SPAB SPDR Portfolio Aggregate Bond ETF | $3,053,596 | $898,177 â–² | 41.7% | 119,655 | 0.1% | ETF |
VXUS Vanguard Total International Stock ETF | $2,911,400 | $2,284,750 â–¼ | -44.0% | 34,055 | 0.1% | ETF |
PALANTIR TECHNOLOGIES INC
| $2,867,399 | $142,921 â–¼ | -4.7% | 24,577 | 0.1% | CL A |
VTEB Vanguard Tax-Exempt Bond ETF | $2,845,918 | $42,993 â–¼ | -1.5% | 56,266 | 0.1% | ETF |
TFI SPDR Nuveen ICE Municipal Bond ETF | $2,403,416 | $217,139 â–¼ | -8.3% | 52,476 | 0.1% | ETF |
XOM ExxonMobil | $2,218,443 | $33,360 â–² | 1.5% | 16,226 | 0.1% | Energy |
SGOV iShares 0-3 Month Treasury Bond ETF | $2,111,313 | $344,990 â–² | 19.5% | 20,973 | 0.1% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $2,056,556 | $3,548,921 â–¼ | -63.3% | 35,336 | 0.1% | ETF |
DAR Darling Ingredients | $2,048,250 | | 0.0% | 37,500 | 0.1% | Consumer Staples |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $1,921,058 | $105,817 â–¼ | -5.2% | 36,654 | 0.1% | ETF |
TFLO iShares Treasury Floating Rate Bond ETF | $1,857,322 | $911 â–¼ | 0.0% | 36,684 | 0.1% | ETF |
UMBF UMB Financial | $1,771,994 | $573 â–² | 0.0% | 12,375 | 0.1% | Finance |
VUG Vanguard Growth ETF | $1,754,817 | $1,754,817 â–² | New Holding | 20,372 | 0.1% | ETF |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $1,362,138 | $92,190 â–¼ | -6.3% | 22,163 | 0.1% | ETF |
VANGUARD INSTL INDEX FD
| $1,360,519 | $608,609 â–¼ | -30.9% | 17,982 | 0.1% | ULTR SHOR TR ETF |
RENASANT CORP
| $1,118,802 | $29,778 â–¼ | -2.6% | 26,300 | 0.0% | COM |
BAC Bank of America | $1,033,761 | $18,803 â–¼ | -1.8% | 18,143 | 0.0% | Finance |
SPHQ Invesco S&P 500 Quality ETF | $907,642 | | 0.0% | 10,074 | 0.0% | ETF |
XLF Financial Select Sector SPDR Fund | $855,623 | $26,805 â–¼ | -3.0% | 15,960 | 0.0% | ETF |
EPD Enterprise Products Partners | $838,945 | | 0.0% | 22,822 | 0.0% | Energy |
NFLX Netflix | $781,688 | $35,700 â–¼ | -4.4% | 10,948 | 0.0% | Communication Services |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $765,088 | $64,725 â–¼ | -7.8% | 39,185 | 0.0% | ETF |
DFUV Dimensional US Marketwide Value ETF | $581,132 | | 0.0% | 10,564 | 0.0% | ETF |
NEAR iShares Short Duration Bond Active ETF | $555,893 | $13,881 â–² | 2.6% | 10,973 | 0.0% | ETF |
SCHJ Schwab 1-5 Year Corporate Bond ETF | $473,824 | $48,088 â–² | 11.3% | 19,214 | 0.0% | ETF |
F Ford Motor | $294,320 | | 0.0% | 21,174 | 0.0% | Consumer Discretionary |
SCHZ Schwab U.S. Aggregate Bond ETF | $291,116 | $291,116 â–² | New Holding | 12,586 | 0.0% | ETF |
T AT&T | $242,953 | $21,590 â–¼ | -8.2% | 11,737 | 0.0% | Communication Services |
NIC Nicolet Bankshares | $0 | $1,745,840 â–¼ | -100.0% | 0 | 0.0% | Finance |
VANGUARD INSTL INDEX FD
| $0 | $1,201,322 â–¼ | -100.0% | 0 | 0.0% | 0-3 MO TREAS BIL |
DIREXION SHARES ETF TRUST
| $0 | $372,392 â–¼ | -100.0% | 0 | 0.0% | DLY 20 YR TRESUR |
CPNG Coupang | $0 | $209,568 â–¼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
