SCHG Schwab U.S. Large-Cap Growth ETF | $18,295,108 | $457,144 â–² | 2.6% | 540,636 | 4.3% | ETF |
SCHD Schwab US Dividend Equity ETF | $14,739,650 | $239,157 â–² | 1.6% | 464,827 | 3.4% | ETF |
RBLX Roblox | $14,218,087 | $272 â–² | 0.0% | 261,458 | 3.3% | Communication Services |
SPY SPDR S&P 500 ETF Trust | $14,026,037 | $747 â–¼ | 0.0% | 18,782 | 3.3% | ETF |
CGGR Capital Group Growth ETF | $13,872,558 | $430,983 â–² | 3.2% | 293,910 | 3.2% | ETF |
VYM Vanguard High Dividend Yield ETF | $13,600,902 | $217,608 â–² | 1.6% | 86,065 | 3.2% | ETF |
SCHA Schwab US Small-Cap ETF | $13,578,842 | $46,752 â–² | 0.3% | 375,833 | 3.2% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $12,795,057 | $38,382 â–¼ | -0.3% | 347,032 | 3.0% | ETF |
SCHX Schwab US Large-Cap ETF | $12,636,460 | $38,818 â–² | 0.3% | 429,373 | 2.9% | ETF |
DLN WisdomTree U.S. LargeCap Dividend Fund | $11,848,326 | $315,448 â–² | 2.7% | 123,010 | 2.8% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $11,351,449 | $199,152 â–² | 1.8% | 53,351 | 2.6% | ETF |
VTV Vanguard Value ETF | $10,728,524 | $1,172,905 â–² | 12.3% | 49,229 | 2.5% | ETF |
VANGUARD MALVERN FDS
| $10,646,333 | $798,743 â–² | 8.1% | 137,847 | 2.5% | CORE BD ETF |
CAPITAL GRP FIXED INCM ETF T
| $9,700,516 | $802,180 â–² | 9.0% | 370,532 | 2.3% | CORE BOND ETF |
SDY SPDR S&P Dividend ETF | $9,368,546 | $68,329 â–² | 0.7% | 61,562 | 2.2% | ETF |
AAPL Apple | $9,342,158 | $21,702 â–² | 0.2% | 32,286 | 2.2% | Technology |
NVDA NVIDIA | $9,040,936 | $6,003 â–¼ | -0.1% | 45,184 | 2.1% | Technology |
UBER Uber Technologies | $8,991,569 | $1,732 â–² | 0.0% | 124,606 | 2.1% | Industrials |
ARK ETF TR
| $7,726,832 | $537,698 â–² | 7.5% | 95,605 | 1.8% | INNOVATION ETF |
IWF iShares Russell 1000 Growth ETF | $7,628,705 | $5,729,041 â–² | 301.6% | 61,438 | 1.8% | ETF |
SCHB Schwab US Broad Market ETF | $7,025,134 | $153,835 â–¼ | -2.1% | 242,581 | 1.6% | ETF |
FVD First Trust Value Line Dividend Index Fund | $7,016,184 | $22,548 â–² | 0.3% | 145,624 | 1.6% | ETF |
AOR iShares Core 60/40 Balanced Allocation ETF | $6,718,579 | $151,788 â–² | 2.3% | 96,670 | 1.6% | ETF |
SPLV Invesco S&P 500 Low Volatility ETF | $6,337,547 | $599 â–¼ | 0.0% | 84,613 | 1.5% | ETF |
CGMS Capital Group U.S. Multi-Sector Income ETF | $5,567,668 | $60,317 â–² | 1.1% | 203,720 | 1.3% | ETF |
QQQ Invesco QQQ | $5,533,178 | $313,699 â–² | 6.0% | 7,514 | 1.3% | ETF |
VOO Vanguard S&P 500 ETF | $5,295,861 | $472,514 â–² | 9.8% | 7,711 | 1.2% | ETF |
VUG Vanguard Growth ETF | $5,189,897 | $4,368,300 â–² | 531.7% | 60,250 | 1.2% | ETF |
HDV iShares Core High Dividend ETF | $5,142,783 | $4,120,525 â–² | 403.1% | 187,624 | 1.2% | ETF |
COWZ Pacer US Cash Cows 100 ETF | $4,851,842 | $39,435 â–² | 0.8% | 78,004 | 1.1% | ETF |
PFE Pfizer | $4,228,865 | $1,469 â–¼ | 0.0% | 175,617 | 1.0% | Healthcare |
VGT Vanguard Information Technology ETF | $4,167,559 | $3,676,928 â–² | 749.4% | 34,869 | 1.0% | ETF |
VO Vanguard Mid-Cap ETF | $3,975,628 | $3,041,262 â–² | 325.5% | 49,344 | 0.9% | ETF |
VT Vanguard Total World Stock ETF | $3,928,659 | $541,640 â–² | 16.0% | 25,031 | 0.9% | ETF |
MSFT Microsoft | $3,827,251 | $24,247 â–¼ | -0.6% | 10,260 | 0.9% | Technology |
JPST JPMorgan Ultra-Short Income ETF | $3,610,291 | $674,502 â–¼ | -15.7% | 71,392 | 0.8% | ETF |
VB Vanguard Small-Cap ETF | $3,568,704 | $186,726 â–² | 5.5% | 11,773 | 0.8% | ETF |
CGDV Capital Group Dividend Value ETF | $3,145,149 | $281,882 â–² | 9.8% | 63,822 | 0.7% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $3,103,610 | $21,517 â–² | 0.7% | 158,956 | 0.7% | ETF |
CGGO Capital Group Global Growth Equity ETF | $2,881,904 | $505,504 â–² | 21.3% | 68,082 | 0.7% | ETF |
AMZN Amazon.com | $2,728,426 | $231,182 â–¼ | -7.8% | 11,448 | 0.6% | Consumer Discretionary |
VNLA Janus Henderson Short Duration Income ETF | $2,551,472 | $679,318 â–¼ | -21.0% | 52,215 | 0.6% | ETF |
ACWI iShares MSCI ACWI ETF | $2,545,335 | $17,581 â–² | 0.7% | 16,215 | 0.6% | ETF |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $2,361,140 | $4,398 â–¼ | -0.2% | 16,641 | 0.5% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $2,272,330 | $74,178 â–² | 3.4% | 23,557 | 0.5% | ETF |
V Visa | $2,205,433 | $520,479 â–¼ | -19.1% | 6,428 | 0.5% | Finance |
SCHF Schwab International Equity ETF | $2,143,938 | $1,247 â–² | 0.1% | 77,398 | 0.5% | ETF |
BITWISE FUNDS TRUST
| $1,968,036 | | 0.0% | 80,328 | 0.5% | CRYPTO INDUSTRY |
REAVES UTIL INCOME FD
| $1,961,614 | $70,120 â–¼ | -3.5% | 48,173 | 0.5% | COM SH BEN INT |
SCZ iShares MSCI EAFE Small-Cap ETF | $1,894,193 | $1,728 â–¼ | -0.1% | 23,024 | 0.4% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $1,878,360 | $1,396,335 â–² | 289.7% | 21,374 | 0.4% | ETF |
IWR iShares Russell Mid-Cap ETF | $1,861,100 | | 0.0% | 16,870 | 0.4% | ETF |
JPM JPMorgan Chase & Co. | $1,654,981 | $3,928 â–¼ | -0.2% | 5,056 | 0.4% | Finance |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $1,621,147 | $54,314 â–² | 3.5% | 82,648 | 0.4% | ETF |
GOOG Alphabet | $1,559,723 | $45,937 â–² | 3.0% | 4,414 | 0.4% | Communication Services |
DON WisdomTree U.S. MidCap Dividend Fund | $1,518,225 | $119,256 â–² | 8.5% | 26,862 | 0.4% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $1,517,896 | $10,683 â–¼ | -0.7% | 31,544 | 0.4% | ETF |
TWLO Twilio | $1,479,593 | | 0.0% | 7,171 | 0.3% | Technology |
SHM SPDR Nuveen ICE Short Term Municipal Bond ETF | $1,424,225 | | 0.0% | 29,693 | 0.3% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $1,316,636 | | 0.0% | 7,999 | 0.3% | ETF |
BITWISE 10 CRYPTO INDEX ETF
| $1,279,675 | $26,757 â–¼ | -2.0% | 34,052 | 0.3% | UNIT BENEFICIAL |
VANGUARD MALVERN FDS
| $1,265,960 | $886,459 â–¼ | -41.2% | 16,319 | 0.3% | CORE-PLUS BD ETF |
META Meta Platforms | $1,263,023 | $22,534 â–² | 1.8% | 2,242 | 0.3% | Communication Services |
TSLA Tesla | $1,260,692 | $4,207 â–² | 0.3% | 2,997 | 0.3% | Consumer Discretionary |
VBK Vanguard Small-Cap Growth ETF | $1,257,764 | | 0.0% | 3,439 | 0.3% | ETF |
CGCP Capital Group Core Plus Income ETF | $1,254,808 | $958 â–² | 0.1% | 56,295 | 0.3% | ETF |
IVE iShares S&P 500 Value ETF | $1,234,980 | $37,465 â–² | 3.1% | 5,439 | 0.3% | ETF |
IWD iShares Russell 1000 Value ETF | $1,232,729 | $336,000 â–² | 37.5% | 5,085 | 0.3% | ETF |
SPSK SP Funds Dow Jones Global Sukuk ETF | $1,223,444 | $167,368 â–² | 15.8% | 67,931 | 0.3% | ETF |
AVGO Broadcom | $1,182,260 | $44,571 â–² | 3.9% | 3,130 | 0.3% | Technology |
TSM Taiwan Semiconductor Manufacturing | $1,145,691 | $2,865 â–² | 0.3% | 2,399 | 0.3% | Technology |
IWV iShares Russell 3000 ETF | $1,125,696 | | 0.0% | 2,640 | 0.3% | ETF |
FIVG Defiance Next Gen Connectivity ETF | $1,100,469 | $855 â–² | 0.1% | 11,579 | 0.3% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $1,087,853 | $55,366 â–² | 5.4% | 6,091 | 0.3% | ETF |
TOTL SPDR Doubleline Total Return Tactical ETF | $1,018,737 | $384,404 â–¼ | -27.4% | 25,810 | 0.2% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $1,003,867 | $56,818 â–² | 6.0% | 17,774 | 0.2% | ETF |
GOOGL Alphabet | $984,091 | $356,974 â–¼ | -26.6% | 2,754 | 0.2% | Communication Services |
IVW iShares S&P 500 Growth ETF | $975,913 | | 0.0% | 7,096 | 0.2% | ETF |
IVV iShares Core S&P 500 ETF | $970,990 | $35,186 â–² | 3.8% | 1,297 | 0.2% | ETF |
JNJ Johnson & Johnson | $956,211 | | 0.0% | 3,765 | 0.2% | Healthcare |
RDVY First Trust Rising Dividend Achievers ETF | $939,711 | | 0.0% | 11,593 | 0.2% | ETF |
BITWISE BITCOIN ETF TR
| $907,628 | $907,628 â–² | New Holding | 28,488 | 0.2% | SHS BEN INT |
AVUV Avantis U.S. Small Cap Value ETF | $865,086 | $118,397 â–² | 15.9% | 6,934 | 0.2% | ETF |
ABBV AbbVie | $854,067 | | 0.0% | 3,394 | 0.2% | Healthcare |
RS Reliance | $827,376 | $372,786 â–¼ | -31.1% | 2,215 | 0.2% | Industrials |
DIS Walt Disney | $810,889 | $17,228 â–¼ | -2.1% | 8,425 | 0.2% | Communication Services |
FNDF Schwab Fundamental International Equity ETF | $789,712 | | 0.0% | 14,968 | 0.2% | ETF |
UNH UnitedHealth Group | $781,522 | $61,108 â–¼ | -7.3% | 1,880 | 0.2% | Healthcare |
COST Costco Wholesale | $779,315 | | 0.0% | 833 | 0.2% | Consumer Staples |
BINC iShares Flexible Income Active ETF | $763,484 | $273,372 â–² | 55.8% | 14,587 | 0.2% | ETF |
VXF Vanguard Extended Market ETF | $741,933 | $357,546 â–² | 93.0% | 3,013 | 0.2% | ETF |
MU Micron Technology | $685,649 | $10,389 â–¼ | -1.5% | 594 | 0.2% | Technology |
BXMT Blackstone Mortgage Trust | $665,548 | $54,681 â–² | 9.0% | 39,265 | 0.2% | Finance |
UNP Union Pacific | $664,496 | $1,088 â–¼ | -0.2% | 2,443 | 0.2% | Industrials |
AOA iShares Core 80/20 Aggressive Allocation ETF | $631,668 | | 0.0% | 6,472 | 0.1% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $618,087 | $14,968 â–² | 2.5% | 17,756 | 0.1% | ETF |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $586,148 | $44,111 â–² | 8.1% | 28,782 | 0.1% | ETF |
TXN Texas Instruments | $552,324 | $73,623 â–² | 15.4% | 1,853 | 0.1% | Technology |
DBND DoubleLine Opportunistic Bond ETF | $550,323 | $550,323 â–² | New Holding | 12,071 | 0.1% | ETF |
GBIL Goldman Sachs Access Treasury 0-1 Year ETF | $547,575 | $102,664 â–² | 23.1% | 5,467 | 0.1% | ETF |
