SCHG Schwab U.S. Large-Cap Growth ETF | $19,617,137 | $192,082 ▲ | 1.0% | 545,982 | 4.6% | ETF |
SCHD Schwab US Dividend Equity ETF | $15,264,926 | $144,108 ▲ | 1.0% | 469,257 | 3.6% | ETF |
SPY SPDR S&P 500 ETF Trust | $14,367,257 | $43,470 ▲ | 0.3% | 18,839 | 3.4% | ETF |
CGGR Capital Group Growth ETF | $14,142,210 | $202,052 ▲ | 1.4% | 298,170 | 3.3% | ETF |
VYM Vanguard High Dividend Yield ETF | $13,180,845 | $176,463 ▼ | -1.3% | 84,928 | 3.1% | ETF |
SCHX Schwab US Large-Cap ETF | $12,888,830 | $7,650 ▲ | 0.1% | 429,628 | 3.0% | ETF |
SCHA Schwab US Small-Cap ETF | $12,367,900 | $104,481 ▲ | 0.9% | 379,035 | 2.9% | ETF |
DLN WisdomTree U.S. LargeCap Dividend Fund | $12,141,352 | $184,777 ▲ | 1.5% | 124,911 | 2.8% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $11,869,012 | $62,971 ▲ | 0.5% | 348,883 | 2.8% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $11,182,281 | $84,248 ▲ | 0.8% | 53,756 | 2.6% | ETF |
VANGUARD MALVERN FDS
| $11,006,336 | $858,041 ▲ | 8.5% | 149,502 | 2.6% | CORE BD ETF |
VTV Vanguard Value ETF | $10,813,759 | $176,322 ▲ | 1.7% | 50,045 | 2.5% | ETF |
AAPL Apple | $10,755,353 | $3,330 ▲ | 0.0% | 32,296 | 2.5% | Technology |
NVDA NVIDIA | $10,297,733 | $21,468 ▼ | -0.2% | 45,090 | 2.4% | Technology |
CAPITAL GRP FIXED INCM ETF T
| $9,493,080 | $237,185 ▲ | 2.6% | 380,027 | 2.2% | CORE BOND ETF |
RBLX Roblox | $9,267,675 | $1,810,301 ▼ | -16.3% | 218,732 | 2.2% | Communication Services |
SDY SPDR S&P Dividend ETF | $8,836,232 | $181,342 ▼ | -2.0% | 60,324 | 2.1% | ETF |
ARK ETF TR
| $8,512,397 | $5,970 ▼ | -0.1% | 95,538 | 2.0% | INNOVATION ETF |
UBER Uber Technologies | $7,821,924 | $714,833 ▼ | -8.4% | 114,172 | 1.8% | Industrials |
IWF iShares Russell 1000 Growth ETF | $7,811,972 | $116,241 ▲ | 1.5% | 62,366 | 1.8% | ETF |
SCHB Schwab US Broad Market ETF | $7,046,449 | $63,603 ▼ | -0.9% | 240,411 | 1.6% | ETF |
FVD First Trust Value Line Dividend Index Fund | $6,856,411 | $25,191 ▲ | 0.4% | 146,161 | 1.6% | ETF |
AOR iShares Core 60/40 Balanced Allocation ETF | $6,722,100 | $98,258 ▲ | 1.5% | 98,104 | 1.6% | ETF |
SPLV Invesco S&P 500 Low Volatility ETF | $5,939,096 | $26,935 ▼ | -0.5% | 84,231 | 1.4% | ETF |
QQQ Invesco QQQ | $5,593,294 | $34,769 ▲ | 0.6% | 7,561 | 1.3% | ETF |
VOO Vanguard S&P 500 ETF | $5,514,852 | $110,732 ▲ | 2.0% | 7,869 | 1.3% | ETF |
MSFT Microsoft | $5,359,716 | $97,449 ▲ | 1.9% | 10,450 | 1.3% | Technology |
VUG Vanguard Growth ETF | $5,289,454 | $139,670 ▼ | -2.6% | 58,700 | 1.2% | ETF |
COWZ Pacer US Cash Cows 100 ETF | $5,194,088 | $13,486 ▼ | -0.3% | 77,802 | 1.2% | ETF |
HDV iShares Core High Dividend ETF | $5,172,334 | $73,647 ▼ | -1.4% | 184,990 | 1.2% | ETF |
CGMS Capital Group U.S. Multi-Sector Income ETF | $5,067,570 | $276,019 ▼ | -5.2% | 193,197 | 1.2% | ETF |
PFE Pfizer | $5,009,990 | $1,397 ▲ | 0.0% | 175,666 | 1.2% | Healthcare |
VT Vanguard Total World Stock ETF | $4,186,676 | $235,513 ▲ | 6.0% | 26,523 | 1.0% | ETF |
VGT Vanguard Information Technology ETF | $4,157,403 | $224,572 ▼ | -5.1% | 33,082 | 1.0% | ETF |
VO Vanguard Mid-Cap ETF | $3,781,539 | $87,987 ▼ | -2.3% | 48,222 | 0.9% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $3,590,292 | $5,742 ▼ | -0.2% | 71,278 | 0.8% | ETF |
VB Vanguard Small-Cap ETF | $3,366,929 | $17,638 ▲ | 0.5% | 11,835 | 0.8% | ETF |
CGDV Capital Group Dividend Value ETF | $3,260,494 | $142,789 ▲ | 4.6% | 66,745 | 0.8% | ETF |
CGGO Capital Group Global Growth Equity ETF | $3,128,898 | $420,594 ▲ | 15.5% | 78,655 | 0.7% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $3,125,952 | $23,131 ▲ | 0.7% | 160,141 | 0.7% | ETF |
AMZN Amazon.com | $2,924,678 | $72,500 ▲ | 2.5% | 11,739 | 0.7% | Consumer Discretionary |
ACWI iShares MSCI ACWI ETF | $2,573,171 | $1,270 ▼ | 0.0% | 16,207 | 0.6% | ETF |
VNLA Janus Henderson Short Duration Income ETF | $2,517,498 | $18,064 ▼ | -0.7% | 51,843 | 0.6% | ETF |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $2,352,510 | $61,061 ▼ | -2.5% | 16,220 | 0.5% | ETF |
V Visa | $2,307,670 | $2,156 ▼ | -0.1% | 6,422 | 0.5% | Finance |
USMV iShares MSCI USA Min Vol Factor ETF | $2,299,707 | $4,287 ▲ | 0.2% | 23,601 | 0.5% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $2,209,649 | $291,095 ▲ | 15.2% | 24,617 | 0.5% | ETF |
SCHF Schwab International Equity ETF | $2,128,636 | $2,500 ▲ | 0.1% | 77,489 | 0.5% | ETF |
TWLO Twilio | $2,097,231 | | 0.0% | 7,171 | 0.5% | Technology |
BITWISE FUNDS TRUST
| $2,037,922 | | 0.0% | 80,328 | 0.5% | CRYPTO INDUSTRY |
SCZ iShares MSCI EAFE Small-Cap ETF | $1,943,694 | | 0.0% | 23,024 | 0.5% | ETF |
BITWISE 10 CRYPTO INDEX ETF
| $1,840,575 | $28,710 ▼ | -1.5% | 33,529 | 0.4% | UNIT BENEFICIAL |
IWR iShares Russell Mid-Cap ETF | $1,800,199 | | 0.0% | 16,870 | 0.4% | ETF |
JPM JPMorgan Chase & Co. | $1,688,226 | $15,549 ▲ | 0.9% | 5,103 | 0.4% | Finance |
REAVES UTIL INCOME FD
| $1,659,467 | $4,740 ▲ | 0.3% | 48,311 | 0.4% | COM SH BEN INT |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $1,631,737 | $16,379 ▲ | 1.0% | 83,486 | 0.4% | ETF |
META Meta Platforms | $1,619,504 | $6,527 ▼ | -0.4% | 2,233 | 0.4% | Communication Services |
SCHC Schwab International Small-Cap Equity ETF | $1,575,812 | $6,814 ▲ | 0.4% | 31,681 | 0.4% | ETF |
VANGUARD MALVERN FDS
| $1,500,775 | $293,006 ▲ | 24.3% | 20,278 | 0.4% | CORE-PLUS BD ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $1,494,630 | $45,426 ▲ | 3.1% | 27,704 | 0.3% | ETF |
GOOG Alphabet | $1,431,320 | $72,571 ▼ | -4.8% | 4,201 | 0.3% | Communication Services |
IWD iShares Russell 1000 Value ETF | $1,365,102 | $104,378 ▲ | 8.3% | 5,506 | 0.3% | ETF |
BITWISE BITCOIN ETF TR
| $1,292,216 | | 0.0% | 28,488 | 0.3% | SHS BEN INT |
IWS iShares Russell Mid-Cap Value ETF | $1,285,760 | | 0.0% | 7,999 | 0.3% | ETF |
BINC iShares Flexible Income Active ETF | $1,235,975 | $495,101 ▲ | 66.8% | 24,335 | 0.3% | ETF |
IVE iShares S&P 500 Value ETF | $1,221,983 | $19,632 ▼ | -1.6% | 5,353 | 0.3% | ETF |
SPSK SP Funds Dow Jones Global Sukuk ETF | $1,186,927 | $6,965 ▲ | 0.6% | 68,332 | 0.3% | ETF |
VBK Vanguard Small-Cap Growth ETF | $1,174,188 | $12,499 ▲ | 1.1% | 3,476 | 0.3% | ETF |
IWV iShares Russell 3000 ETF | $1,139,583 | | 0.0% | 2,640 | 0.3% | ETF |
AVGO Broadcom | $1,087,544 | $11,588 ▼ | -1.1% | 3,097 | 0.3% | Technology |
TSLA Tesla | $1,063,495 | | 0.0% | 2,997 | 0.2% | Consumer Discretionary |
TSM Taiwan Semiconductor Manufacturing | $1,048,325 | $46,075 ▼ | -4.2% | 2,298 | 0.2% | Technology |
IVW iShares S&P 500 Growth ETF | $1,022,515 | $13,087 ▲ | 1.3% | 7,188 | 0.2% | ETF |
IVV iShares Core S&P 500 ETF | $1,010,850 | $17,613 ▲ | 1.8% | 1,320 | 0.2% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $1,007,648 | $31,103 ▲ | 3.2% | 6,285 | 0.2% | ETF |
JNJ Johnson & Johnson | $1,004,173 | $7,413 ▲ | 0.7% | 3,793 | 0.2% | Healthcare |
JEPI JPMorgan Equity Premium Income ETF | $993,350 | $5,903 ▼ | -0.6% | 17,669 | 0.2% | ETF |
TOTL SPDR Doubleline Total Return Tactical ETF | $989,789 | $23,986 ▲ | 2.5% | 26,451 | 0.2% | ETF |
FIVG Defiance Next Gen Connectivity ETF | $956,748 | $27,980 ▼ | -2.8% | 11,250 | 0.2% | ETF |
CGCP Capital Group Core Plus Income ETF | $954,227 | $237,551 ▼ | -19.9% | 45,074 | 0.2% | ETF |
GOOGL Alphabet | $943,555 | $4,129 ▼ | -0.4% | 2,742 | 0.2% | Communication Services |
RDVY First Trust Rising Dividend Achievers ETF | $907,615 | | 0.0% | 11,593 | 0.2% | ETF |
DIS Walt Disney | $886,182 | $2,413 ▲ | 0.3% | 8,448 | 0.2% | Communication Services |
ABBV AbbVie | $885,744 | $2,093 ▼ | -0.2% | 3,386 | 0.2% | Healthcare |
AVUV Avantis U.S. Small Cap Value ETF | $860,960 | $44,396 ▲ | 5.4% | 7,311 | 0.2% | ETF |
UNH UnitedHealth Group | $807,697 | $117,483 ▲ | 17.0% | 2,200 | 0.2% | Healthcare |
FNDF Schwab Fundamental International Equity ETF | $804,530 | | 0.0% | 14,968 | 0.2% | ETF |
COST Costco Wholesale | $753,833 | $4,552 ▼ | -0.6% | 828 | 0.2% | Consumer Staples |
DBND DoubleLine Opportunistic Bond ETF | $723,942 | $199,095 ▲ | 37.9% | 16,650 | 0.2% | ETF |
VXF Vanguard Extended Market ETF | $694,721 | $3,243 ▼ | -0.5% | 2,999 | 0.2% | ETF |
UNP Union Pacific | $663,998 | $816 ▼ | -0.1% | 2,440 | 0.2% | Industrials |
AOA iShares Core 80/20 Aggressive Allocation ETF | $629,532 | | 0.0% | 6,472 | 0.1% | ETF |
BARON ETF TR
| $617,972 | $171,017 ▲ | 38.3% | 26,375 | 0.1% | FIRST PRINC ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $617,201 | $25,749 ▲ | 4.4% | 18,529 | 0.1% | ETF |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $585,333 | $6,098 ▲ | 1.1% | 29,085 | 0.1% | ETF |
PALANTIR TECHNOLOGIES INC
| $541,510 | $6,173 ▼ | -1.1% | 2,895 | 0.1% | CL A |
TXN Texas Instruments | $535,813 | $16,805 ▲ | 3.2% | 1,913 | 0.1% | Technology |
T AT&T | $532,316 | $28,377 ▲ | 5.6% | 21,816 | 0.1% | Communication Services |
VANGUARD MALVERN FDS
| $531,053 | $142,172 ▲ | 36.6% | 10,724 | 0.1% | MULTI SECTOR |
GBIL Goldman Sachs Access Treasury 0-1 Year ETF | $530,684 | $16,618 ▼ | -3.0% | 5,301 | 0.1% | ETF |
