VUG Vanguard Growth ETF | $78,763,397 | $1,547,548 ▲ | 2.0% | 874,081 | 13.7% | ETF |
IVV iShares Core S&P 500 ETF | $34,223,319 | $3,329,894 ▲ | 10.8% | 44,687 | 5.9% | ETF |
SCHX Schwab US Large-Cap ETF | $21,680,657 | $277,020 ▲ | 1.3% | 722,689 | 3.8% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $20,861,984 | $302,297 ▲ | 1.5% | 125,463 | 3.6% | ETF |
IWF iShares Russell 1000 Growth ETF | $18,008,917 | $683,044 ▲ | 3.9% | 143,772 | 3.1% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $17,427,787 | $1,404,033 ▲ | 8.8% | 285,094 | 3.0% | ETF |
VOE Vanguard Mid-Cap Value ETF | $16,514,942 | $1,065,058 ▲ | 6.9% | 84,462 | 2.9% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $14,594,115 | $547,735 ▼ | -3.6% | 75,324 | 2.5% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $13,880,003 | $312,524 ▼ | -2.2% | 298,675 | 2.4% | ETF |
SCHD Schwab US Dividend Equity ETF | $13,606,841 | $2,885,963 ▲ | 26.9% | 418,286 | 2.4% | ETF |
MORGAN STANLEY ETF TRUST
| $13,465,635 | $631,048 ▲ | 4.9% | 279,428 | 2.3% | EATO VANC BD ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $13,387,512 | $304,510 ▲ | 2.3% | 131,057 | 2.3% | ETF |
VTI Vanguard Total Stock Market ETF | $10,940,290 | $192,736 ▲ | 1.8% | 29,233 | 1.9% | ETF |
SCHF Schwab International Equity ETF | $10,597,792 | $1,763,712 ▲ | 20.0% | 385,795 | 1.8% | ETF |
TPR Tapestry | $10,458,700 | $1,464,798 ▲ | 16.3% | 90,914 | 1.8% | Consumer Discretionary |
SCHA Schwab US Small-Cap ETF | $9,931,537 | $318,110 ▲ | 3.3% | 304,368 | 1.7% | ETF |
UNP Union Pacific | $9,930,855 | $60,685 ▲ | 0.6% | 36,493 | 1.7% | Industrials |
IWP iShares Russell Mid-Cap Growth ETF | $9,326,266 | $397,480 ▲ | 4.5% | 67,739 | 1.6% | ETF |
NVDA NVIDIA | $9,202,282 | $4,100,535 ▲ | 80.4% | 40,294 | 1.6% | Technology |
AAPL Apple | $8,905,502 | $933,110 ▲ | 11.7% | 26,742 | 1.5% | Technology |
SCHE Schwab Emerging Markets Equity ETF | $7,594,561 | $1,693,063 ▲ | 28.7% | 208,356 | 1.3% | ETF |
IWN iShares Russell 2000 Value ETF | $7,238,357 | $863,350 ▲ | 13.5% | 34,559 | 1.3% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $7,095,500 | $955,590 ▲ | 15.6% | 208,568 | 1.2% | ETF |
VTV Vanguard Value ETF | $7,012,489 | $184,966 ▼ | -2.6% | 32,453 | 1.2% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $6,468,451 | $31,209 ▼ | -0.5% | 58,655 | 1.1% | ETF |
VBR Vanguard Small-Cap Value ETF | $5,150,685 | $6,469 ▲ | 0.1% | 22,294 | 0.9% | ETF |
IWO iShares Russell 2000 Growth ETF | $5,126,377 | $25,339 ▲ | 0.5% | 14,364 | 0.9% | ETF |
BRK.B Berkshire Hathaway | $4,818,066 | $1,078,538 ▲ | 28.8% | 9,676 | 0.8% | Finance |
VGK Vanguard FTSE Europe ETF | $4,578,540 | $890,571 ▲ | 24.1% | 52,748 | 0.8% | ETF |
BOC Boston Omaha | $4,554,609 | $145,786 ▼ | -3.1% | 352,251 | 0.8% | Communication Services |
MSFT Microsoft | $4,446,323 | $931,938 ▲ | 26.5% | 8,669 | 0.8% | Technology |
VEA Vanguard FTSE Developed Markets ETF | $4,389,764 | $630,831 ▲ | 16.8% | 62,169 | 0.8% | ETF |
SPACE EXPLORATION TECHN CORP
| $4,347,962 | $2,032,700 ▲ | 87.8% | 28,821 | 0.8% | CLASS A COM STK |
SPLG SPDR Portfolio S&P 500 ETF | $4,302,247 | $171,620 ▲ | 4.2% | 47,931 | 0.7% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $4,266,466 | $15,565 ▲ | 0.4% | 84,972 | 0.7% | ETF |
AMD Advanced Micro Devices | $4,237,275 | $505,341 ▲ | 13.5% | 6,926 | 0.7% | Technology |
SLYG SPDR S&P 600 Small Cap Growth ETF | $4,017,883 | $702,469 ▲ | 21.2% | 37,561 | 0.7% | ETF |
META Meta Platforms | $3,860,474 | $117,490 ▲ | 3.1% | 5,323 | 0.7% | Communication Services |
AMZN Amazon.com | $3,798,679 | $473,620 ▲ | 14.2% | 15,247 | 0.7% | Consumer Discretionary |
IJT iShares S&P Small-Cap 600 Growth ETF | $3,590,453 | $76,318 ▲ | 2.2% | 22,394 | 0.6% | ETF |
JIRE JPMorgan International Research Enhanced Equity ETF | $3,500,514 | $1,363,858 ▲ | 63.8% | 42,606 | 0.6% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $3,397,422 | $183,195 ▲ | 5.7% | 53,893 | 0.6% | ETF |
GOOGL Alphabet | $3,268,394 | $593,534 ▲ | 22.2% | 9,499 | 0.6% | Communication Services |
IEMG iShares Core MSCI Emerging Markets ETF | $3,085,663 | $83,921 ▼ | -2.6% | 38,019 | 0.5% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $3,069,110 | $106,341 ▼ | -3.3% | 24,936 | 0.5% | ETF |
T AT&T | $2,831,446 | $46,214 ▼ | -1.6% | 116,042 | 0.5% | Communication Services |
BKE Buckle | $2,639,101 | | 0.0% | 61,446 | 0.5% | Consumer Discretionary |
JPM JPMorgan Chase & Co. | $2,603,125 | $248,137 ▲ | 10.5% | 7,868 | 0.5% | Finance |
VYM Vanguard High Dividend Yield ETF | $2,580,955 | $473,822 ▲ | 22.5% | 16,630 | 0.4% | ETF |
VO Vanguard Mid-Cap ETF | $2,520,285 | $118,023 ▲ | 4.9% | 32,138 | 0.4% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $2,466,065 | $80,323 ▼ | -3.2% | 8,443 | 0.4% | ETF |
POOL Pool | $2,457,757 | $206,702 ▲ | 9.2% | 15,184 | 0.4% | Consumer Discretionary |
SPY SPDR S&P 500 ETF Trust | $2,397,666 | $11,439 ▲ | 0.5% | 3,144 | 0.4% | ETF |
KO Coca-Cola | $2,239,389 | $105,965 ▲ | 5.0% | 26,015 | 0.4% | Consumer Staples |
AVGO Broadcom | $2,216,417 | $471,660 ▲ | 27.0% | 6,311 | 0.4% | Technology |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $2,189,138 | $11,690 ▼ | -0.5% | 23,782 | 0.4% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $2,153,458 | $195,171 ▲ | 10.0% | 59,935 | 0.4% | ETF |
VOO Vanguard S&P 500 ETF | $2,130,012 | $1,599,436 ▲ | 301.5% | 3,039 | 0.4% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $2,120,148 | $40,095 ▲ | 1.9% | 23,954 | 0.4% | ETF |
TSLA Tesla | $2,112,811 | $486,071 ▲ | 29.9% | 5,955 | 0.4% | Consumer Discretionary |
REAVES UTIL INCOME FD
| $1,957,936 | $33,044 ▲ | 1.7% | 57,000 | 0.3% | COM SH BEN INT |
IEFA iShares Core MSCI EAFE ETF | $1,942,545 | $638,731 ▲ | 49.0% | 20,051 | 0.3% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $1,926,428 | $212,041 ▲ | 12.4% | 38,730 | 0.3% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $1,866,132 | $17,961 ▼ | -1.0% | 24,104 | 0.3% | ETF |
QQQ Invesco QQQ | $1,853,571 | $1,012,585 ▲ | 120.4% | 2,506 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $1,772,501 | $424,998 ▲ | 31.5% | 13,029 | 0.3% | ETF |
GOOG Alphabet | $1,744,338 | $167,312 ▲ | 10.6% | 5,119 | 0.3% | Communication Services |
SPEM SPDR Portfolio Emerging Markets ETF | $1,710,854 | $171,893 ▲ | 11.2% | 33,054 | 0.3% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $1,608,027 | $383,205 ▲ | 31.3% | 27,112 | 0.3% | ETF |
VBK Vanguard Small-Cap Growth ETF | $1,512,876 | $157,774 ▲ | 11.6% | 4,478 | 0.3% | ETF |
MA Mastercard | $1,434,835 | $103,670 ▲ | 7.8% | 2,602 | 0.2% | Finance |
HYZD WisdomTree Interest Rate Hedged High Yield Bond Fund | $1,362,824 | $1,362,824 ▲ | New Holding | 60,922 | 0.2% | ETF |
VV Vanguard Large-Cap ETF | $1,233,911 | $9,500 ▼ | -0.8% | 3,507 | 0.2% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $1,156,396 | $71,447 ▲ | 6.6% | 16,072 | 0.2% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $1,140,790 | $4,921 ▲ | 0.4% | 12,749 | 0.2% | ETF |
VZ Verizon Communications | $1,105,900 | $126,782 ▼ | -10.3% | 24,110 | 0.2% | Communication Services |
LITE Lumentum | $1,015,516 | $1,015,516 ▲ | New Holding | 1,046 | 0.2% | Technology |
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund | $1,012,413 | $1,012,413 ▲ | New Holding | 20,375 | 0.2% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $989,833 | $661,245 ▲ | 201.2% | 1,946 | 0.2% | ETF |
SPGI S&P Global | $972,066 | $50,102 ▲ | 5.4% | 2,464 | 0.2% | Finance |
MU Micron Technology | $950,728 | $211,864 ▲ | 28.7% | 893 | 0.2% | Technology |
VGT Vanguard Information Technology ETF | $933,976 | $141,127 ▲ | 17.8% | 7,432 | 0.2% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $835,776 | $47,575 ▲ | 6.0% | 5,200 | 0.1% | ETF |
TSM Taiwan Semiconductor Manufacturing | $780,693 | $252,322 ▲ | 47.8% | 1,711 | 0.1% | Technology |
LLY Eli Lilly and Company | $772,615 | $193,154 ▲ | 33.3% | 668 | 0.1% | Healthcare |
MLPA Global X MLP ETF | $760,184 | $2,130 ▲ | 0.3% | 14,278 | 0.1% | ETF |
JNJ Johnson & Johnson | $719,358 | $180,766 ▲ | 33.6% | 2,718 | 0.1% | Healthcare |
PRENETICS GLOBAL LTD
| $709,490 | $58,450 ▲ | 9.0% | 30,674 | 0.1% | SHS NEW |
V Visa | $691,932 | $108,193 ▲ | 18.5% | 1,925 | 0.1% | Finance |
WALMART INC
| $678,509 | $148,089 ▲ | 27.9% | 6,529 | 0.1% | COM |
UNH UnitedHealth Group | $611,163 | $403,404 ▲ | 194.2% | 1,665 | 0.1% | Healthcare |
PALANTIR TECHNOLOGIES INC
| $599,452 | $165,153 ▲ | 38.0% | 3,205 | 0.1% | CL A |
COST Costco Wholesale | $576,192 | $198,436 ▲ | 52.5% | 633 | 0.1% | Consumer Staples |
IWR iShares Russell Mid-Cap ETF | $573,467 | $1,174 ▲ | 0.2% | 5,374 | 0.1% | ETF |
NI NiSource | $557,955 | $5,538 ▲ | 1.0% | 14,306 | 0.1% | Utilities |
EXXONMOBIL HOLDINGS CORP
| $543,727 | $543,727 ▲ | New Holding | 3,341 | 0.1% | COM SHS |
MDB MongoDB | $541,391 | $541,391 ▲ | New Holding | 1,553 | 0.1% | Technology |
IJK iShares S&P Mid-Cap 400 Growth ETF | $539,425 | $98,655 ▲ | 22.4% | 4,921 | 0.1% | ETF |
PM Philip Morris International | $536,977 | $286,808 ▲ | 114.6% | 2,814 | 0.1% | Consumer Staples |
VB Vanguard Small-Cap ETF | $531,248 | $127,761 ▼ | -19.4% | 1,867 | 0.1% | ETF |
