VUG Vanguard Growth ETF | $75,524,686 | $1,418,207 ▲ | 1.9% | 157,471 | 22.5% | ETF |
IVV iShares Core S&P 500 ETF | $20,849,299 | $55,552 ▲ | 0.3% | 31,151 | 6.2% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $16,273,303 | $389,759 ▲ | 2.5% | 111,729 | 4.9% | ETF |
MORGAN STANLEY ETF TRUST
| $12,327,345 | $10,270,995 ▲ | 499.5% | 239,599 | 3.7% | EATON VANCE TOTA |
IUSG iShares Core S&P U.S. Growth ETF | $11,546,546 | $818,583 ▲ | 7.6% | 70,175 | 3.4% | Manufacturing |
IWF iShares Russell 1000 Growth ETF | $11,505,948 | $805,660 ▲ | 7.5% | 24,564 | 3.4% | ETF |
SCHX Schwab US Large-Cap ETF | $10,467,677 | $1,534,753 ▲ | 17.2% | 397,406 | 3.1% | ETF |
VOE Vanguard Mid-Cap Value ETF | $10,241,415 | $537,010 ▲ | 5.5% | 58,663 | 3.1% | ETF |
TPR Tapestry | $8,879,618 | $8,879,618 ▲ | New Holding | 78,428 | 2.7% | Retail/Wholesale |
IWP iShares Russell Mid-Cap Growth ETF | $8,381,743 | $314,016 ▲ | 3.9% | 58,856 | 2.5% | ETF |
VTI Vanguard Total Stock Market ETF | $7,885,574 | $729,848 ▲ | 10.2% | 24,029 | 2.4% | ETF |
SCHD Schwab US Dividend Equity ETF | $7,869,908 | $2,104,557 ▲ | 36.5% | 288,275 | 2.3% | ETF |
UNP Union Pacific | $7,796,893 | $1,045,227 ▼ | -11.8% | 32,986 | 2.3% | Transportation |
SPYV SPDR Portfolio S&P 500 Value ETF | $6,839,557 | $469,862 ▲ | 7.4% | 123,614 | 2.0% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $6,188,280 | $1,008,479 ▲ | 19.5% | 69,806 | 1.8% | ETF |
SCHA Schwab US Small-Cap ETF | $6,117,241 | $409,516 ▲ | 7.2% | 219,256 | 1.8% | ETF |
BOC Boston Omaha | $5,698,096 | $5,698,096 ▲ | New Holding | 435,634 | 1.7% | Finance |
VTV Vanguard Value ETF | $5,364,681 | $480,578 ▼ | -8.2% | 28,767 | 1.6% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $4,981,333 | $263,370 ▼ | -5.0% | 49,838 | 1.5% | Manufacturing |
BND Vanguard Total Bond Market ETF | $4,718,880 | $5,842,395 ▼ | -55.3% | 63,451 | 1.4% | ETF |
IWN iShares Russell 2000 Value ETF | $4,711,307 | $264,509 ▲ | 5.9% | 26,646 | 1.4% | ETF |
IWO iShares Russell 2000 Growth ETF | $4,176,145 | $20,802 ▼ | -0.5% | 13,049 | 1.2% | ETF |
AAPL Apple | $3,934,254 | $765,666 ▲ | 24.2% | 15,451 | 1.2% | Computer and Technology |
BKE Buckle | $3,604,006 | $3,604,006 ▲ | New Holding | 61,439 | 1.1% | Retail/Wholesale |
VBR Vanguard Small-Cap Value ETF | $3,438,336 | $24,628 ▲ | 0.7% | 16,474 | 1.0% | ETF |
META Meta Platforms | $2,994,495 | $2,298,203 ▲ | 330.1% | 4,077 | 0.9% | Computer and Technology |
BRK.B Berkshire Hathaway | $2,989,234 | $332,305 ▼ | -10.0% | 5,946 | 0.9% | Finance |
IJT iShares S&P Small-Cap 600 Growth ETF | $2,626,977 | $29,857 ▲ | 1.1% | 18,565 | 0.8% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $2,372,754 | $150,387 ▼ | -6.0% | 22,704 | 0.7% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $2,183,348 | $77,263 ▲ | 3.7% | 7,432 | 0.7% | ETF |
NVDA NVIDIA | $2,172,784 | $177,069 ▲ | 8.9% | 11,645 | 0.6% | Computer and Technology |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $2,163,062 | $299,164 ▲ | 16.1% | 37,822 | 0.6% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $2,054,441 | $133,796 ▼ | -6.1% | 25,474 | 0.6% | ETF |
MSFT Microsoft | $2,050,879 | $229,487 ▲ | 12.6% | 3,959 | 0.6% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $1,961,227 | $81,071 ▲ | 4.3% | 32,731 | 0.6% | ETF |
SPY SPDR S&P 500 ETF Trust | $1,921,262 | $253,148 ▲ | 15.2% | 2,884 | 0.6% | Finance |
SCHG Schwab U.S. Large-Cap Growth ETF | $1,884,001 | $117,812 ▲ | 6.7% | 59,041 | 0.6% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $1,840,904 | $36,950 ▲ | 2.0% | 22,071 | 0.5% | ETF |
VO Vanguard Mid-Cap ETF | $1,789,926 | $55,219 ▼ | -3.0% | 6,094 | 0.5% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $1,738,063 | $226,490 ▲ | 15.0% | 40,618 | 0.5% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $1,713,958 | $119,568 ▲ | 7.5% | 34,231 | 0.5% | ETF |
AMZN Amazon.com | $1,661,243 | $86,509 ▲ | 5.5% | 7,566 | 0.5% | Retail/Wholesale |
TSLA Tesla | $1,308,081 | $101,409 ▲ | 8.4% | 2,941 | 0.4% | Auto/Tires/Trucks |
MA Mastercard | $1,259,589 | $1,259,589 ▲ | New Holding | 2,214 | 0.4% | Business Services |
DFAS Dimensional U.S. Small Cap ETF | $1,241,313 | $38,337 ▲ | 3.2% | 18,132 | 0.4% | ETF |
IEFA iShares Core MSCI EAFE ETF | $1,232,735 | $7,509 ▲ | 0.6% | 14,119 | 0.4% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $1,228,541 | $148,768 ▼ | -10.8% | 12,255 | 0.4% | Finance |
SCHM Schwab U.S. Mid-Cap ETF | $1,168,254 | $414,572 ▲ | 55.0% | 39,415 | 0.3% | ETF |
SPGI S&P Global | $1,082,760 | $1,082,760 ▲ | New Holding | 2,225 | 0.3% | Finance |
VBK Vanguard Small-Cap Growth ETF | $966,921 | $13,690 ▲ | 1.4% | 3,249 | 0.3% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $873,015 | $85,161 ▼ | -8.9% | 9,257 | 0.3% | ETF |
VV Vanguard Large-Cap ETF | $810,263 | $177,014 ▼ | -17.9% | 2,632 | 0.2% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $798,132 | $1,018 ▼ | -0.1% | 10,188 | 0.2% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $758,285 | $82,467 ▲ | 12.2% | 11,503 | 0.2% | ETF |
GOOGL Alphabet | $755,029 | $99,909 ▲ | 15.3% | 3,106 | 0.2% | Computer and Technology |
GOOG Alphabet | $749,342 | $36,286 ▲ | 5.1% | 3,077 | 0.2% | Computer and Technology |
MUB iShares National Muni Bond ETF | $734,544 | $18,209 ▼ | -2.4% | 6,898 | 0.2% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $711,011 | $61,827 ▲ | 9.5% | 7,061 | 0.2% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $681,733 | $39,666 ▲ | 6.2% | 4,881 | 0.2% | ETF |
VGT Vanguard Information Technology ETF | $675,003 | $20,907 ▼ | -3.0% | 904 | 0.2% | ETF |
TMO Thermo Fisher Scientific | $660,099 | $660,099 ▲ | New Holding | 1,361 | 0.2% | Medical |
BINC iShares Flexible Income Active ETF | $645,264 | $48,555 ▲ | 8.1% | 12,120 | 0.2% | ETF |
VGK Vanguard FTSE Europe ETF | $557,859 | $287,587 ▲ | 106.4% | 6,991 | 0.2% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $549,121 | $17,556 ▲ | 3.3% | 8,414 | 0.2% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $546,259 | $10,132 ▲ | 1.9% | 10,082 | 0.2% | ETF |
AVGO Broadcom | $536,192 | $66,653 ▲ | 14.2% | 1,625 | 0.2% | Computer and Technology |
IWR iShares Russell Mid-Cap ETF | $512,144 | $21,339 ▼ | -4.0% | 5,304 | 0.2% | ETF |
QQQ Invesco QQQ | $511,563 | $51,036 ▲ | 11.1% | 852 | 0.2% | Finance |
SPEM SPDR Portfolio Emerging Markets ETF | $493,263 | $57,902 ▲ | 13.3% | 10,538 | 0.1% | ETF |
VOO Vanguard S&P 500 ETF | $486,413 | $91,279 ▲ | 23.1% | 794 | 0.1% | ETF |
JIRE JPMorgan International Research Enhanced Equity ETF | $478,829 | $90,088 ▲ | 23.2% | 6,511 | 0.1% | ETF |
VB Vanguard Small-Cap ETF | $469,343 | $102,716 ▲ | 28.0% | 1,846 | 0.1% | ETF |
XLK Technology Select Sector SPDR Fund | $441,650 | $22,829 ▼ | -4.9% | 1,567 | 0.1% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $432,424 | $55,892 ▲ | 14.8% | 7,203 | 0.1% | ETF |
SCHK Schwab 1000 Index ETF | $408,577 | $15,707 ▲ | 4.0% | 12,720 | 0.1% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $400,524 | $130,238 ▲ | 48.2% | 12,003 | 0.1% | ETF |
SCHF Schwab International Equity ETF | $377,012 | $68,884 ▲ | 22.4% | 16,195 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $353,952 | $63,409 ▲ | 21.8% | 1,122 | 0.1% | Finance |
VYM Vanguard High Dividend Yield ETF | $352,382 | $68,503 ▼ | -16.3% | 2,500 | 0.1% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $293,546 | $293,546 ▲ | New Holding | 633 | 0.1% | Finance |
SBUX Starbucks | $277,889 | $8,882 ▲ | 3.3% | 3,285 | 0.1% | Retail/Wholesale |
ISHARES BITCOIN TRUST ETF
| $253,728 | $455 ▼ | -0.2% | 3,904 | 0.1% | SHS BEN INT |
WMT Walmart | $252,008 | $6,079 ▲ | 2.5% | 2,446 | 0.1% | Retail/Wholesale |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $245,692 | $12,196 ▲ | 5.2% | 2,921 | 0.1% | ETF |
HD Home Depot | $241,411 | $16,607 ▲ | 7.4% | 596 | 0.1% | Retail/Wholesale |
V Visa | $240,800 | $31,424 ▲ | 15.0% | 705 | 0.1% | Business Services |
PRENETICS GLOBAL LTD
| $231,181 | | 0.0% | 17,382 | 0.1% | SHS NEW |
NFLX Netflix | $227,257 | $227,257 ▲ | New Holding | 190 | 0.1% | Consumer Discretionary |
JNJ Johnson & Johnson | $226,180 | $226,180 ▲ | New Holding | 1,219 | 0.1% | Medical |
TSM Taiwan Semiconductor Manufacturing | $216,512 | $216,512 ▲ | New Holding | 775 | 0.1% | Computer and Technology |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $212,141 | $6,130 ▼ | -2.8% | 1,488 | 0.1% | ETF |
XLV Health Care Select Sector SPDR Fund | $208,470 | $208,470 ▲ | New Holding | 1,498 | 0.1% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $202,436 | $202,436 ▲ | New Holding | 2,111 | 0.1% | ETF |
COST Costco Wholesale | $0 | $211,083 ▼ | -100.0% | 0 | 0.0% | Retail/Wholesale |
