SCHG Schwab U.S. Large-Cap Growth ETF | $15,355,208 | $136,503 â–¼ | -0.9% | 527,127 | 4.0% | ETF |
RBLX Roblox | $14,787,782 | $6,844 â–¼ | 0.0% | 261,453 | 3.9% | Consumer Discretionary |
SCHD Schwab US Dividend Equity ETF | $14,029,501 | $98,698 â–¼ | -0.7% | 457,285 | 3.7% | ETF |
VYM Vanguard High Dividend Yield ETF | $12,542,312 | $134,179 â–² | 1.1% | 84,688 | 3.3% | Financial Services |
SPY SPDR S&P 500 ETF Trust | $12,215,089 | $15,608 â–¼ | -0.1% | 18,783 | 3.2% | Finance |
CGGR Capital Group Growth ETF | $11,445,269 | $172,375 â–² | 1.5% | 284,779 | 3.0% | ETF |
SCHX Schwab US Large-Cap ETF | $10,975,299 | $221,119 â–¼ | -2.0% | 428,054 | 2.9% | ETF |
SCHA Schwab US Small-Cap ETF | $10,891,590 | $400,112 â–¼ | -3.5% | 374,539 | 2.9% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $10,776,355 | $366,474 â–¼ | -3.3% | 348,073 | 2.8% | ETF |
DLN WisdomTree U.S. LargeCap Dividend Fund | $10,695,901 | $40,377 â–² | 0.4% | 119,735 | 2.8% | Finance |
RSP Invesco S&P 500 Equal Weight ETF | $10,059,400 | $265,807 â–¼ | -2.6% | 52,415 | 2.6% | ETF |
VANGUARD MALVERN FDS
| $9,866,364 | $1,462,099 â–² | 17.4% | 127,505 | 2.6% | CORE BD ETF |
UBER Uber Technologies | $8,961,184 | $245,713 â–¼ | -2.7% | 124,582 | 2.4% | Computer and Technology |
CAPITAL GRP FIXED INCM ETF T
| $8,925,529 | $1,109,615 â–² | 14.2% | 339,891 | 2.3% | CORE BOND ETF |
SDY SPDR S&P Dividend ETF | $8,918,810 | $78,953 â–¼ | -0.9% | 61,113 | 2.3% | ETF |
VTV Vanguard Value ETF | $8,602,740 | $231,515 â–² | 2.8% | 43,847 | 2.3% | ETF |
AAPL Apple | $8,174,711 | $2,945,190 â–¼ | -26.5% | 32,211 | 2.1% | Computer and Technology |
NVDA NVIDIA | $7,885,251 | $3,866,065 â–¼ | -32.9% | 45,214 | 2.1% | Computer and Technology |
FVD First Trust Value Line Dividend Index Fund | $6,826,696 | $133,942 â–¼ | -1.9% | 145,156 | 1.8% | ETF |
IWF iShares Russell 1000 Growth ETF | $6,523,376 | $121,522 â–² | 1.9% | 15,299 | 1.7% | ETF |
SCHB Schwab US Broad Market ETF | $6,222,120 | $44,276 â–² | 0.7% | 247,893 | 1.6% | ETF |
SPLV Invesco S&P 500 Low Volatility ETF | $6,189,159 | $98,739 â–¼ | -1.6% | 84,621 | 1.6% | ETF |
AOR iShares Core 60/40 Balanced Allocation ETF | $6,080,187 | $100,258 â–² | 1.7% | 94,486 | 1.6% | ETF |
ARK ETF TR
| $6,012,280 | $565,459 â–¼ | -8.6% | 88,952 | 1.6% | INNOVATION ETF |
CGMS Capital Group U.S. Multi-Sector Income ETF | $5,487,199 | $117,416 â–² | 2.2% | 201,513 | 1.4% | ETF |
HDV iShares Core High Dividend ETF | $5,061,632 | $45,873 â–¼ | -0.9% | 37,295 | 1.3% | ETF |
PFE Pfizer | $4,933,028 | $184,654 â–¼ | -3.6% | 175,678 | 1.3% | Medical |
COWZ Pacer US Cash Cows 100 ETF | $4,840,284 | $73,946 â–¼ | -1.5% | 77,370 | 1.3% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $4,288,202 | $114,581 â–² | 2.7% | 84,730 | 1.1% | ETF |
VOO Vanguard S&P 500 ETF | $4,196,544 | $182,848 â–² | 4.6% | 7,023 | 1.1% | ETF |
VUG Vanguard Growth ETF | $4,165,924 | $11,356 â–² | 0.3% | 9,538 | 1.1% | ETF |
QQQ Invesco QQQ | $4,090,968 | $285,698 â–² | 7.5% | 7,088 | 1.1% | Finance |
MSFT Microsoft | $3,822,139 | $2,669,389 â–¼ | -41.1% | 10,325 | 1.0% | Computer and Technology |
VO Vanguard Mid-Cap ETF | $3,330,559 | $22,975 â–² | 0.7% | 11,597 | 0.9% | ETF |
VNLA Janus Henderson Short Duration Income ETF | $3,230,492 | $63,079 â–² | 2.0% | 66,117 | 0.8% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $3,082,896 | $115,755 â–² | 3.9% | 157,854 | 0.8% | ETF |
VT Vanguard Total World Stock ETF | $2,984,970 | $216,058 â–² | 7.8% | 21,580 | 0.8% | ETF |
VB Vanguard Small-Cap ETF | $2,922,116 | $24,096 â–² | 0.8% | 11,157 | 0.8% | ETF |
VGT Vanguard Information Technology ETF | $2,863,911 | $122,789 â–¼ | -4.1% | 4,105 | 0.8% | ETF |
AMZN Amazon.com | $2,586,218 | $1,563,643 â–¼ | -37.7% | 12,418 | 0.7% | Retail/Wholesale |
CGDV Capital Group Dividend Value ETF | $2,471,660 | $358,825 â–² | 17.0% | 58,102 | 0.6% | ETF |
V Visa | $2,401,341 | $171,071 â–¼ | -6.7% | 7,945 | 0.6% | Business Services |
ACWI iShares MSCI ACWI ETF | $2,228,231 | $10,793 â–² | 0.5% | 16,103 | 0.6% | Manufacturing |
VANGUARD MALVERN FDS
| $2,152,799 | $76,271 â–¼ | -3.4% | 27,746 | 0.6% | CORE-PLUS BD ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $2,113,377 | $24,391 â–¼ | -1.1% | 22,788 | 0.6% | ETF |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $2,086,133 | | 0.0% | 16,672 | 0.5% | ETF |
REAVES UTIL INCOME FD
| $1,959,867 | $8,013 â–² | 0.4% | 49,895 | 0.5% | COM SH BEN INT |
SCHF Schwab International Equity ETF | $1,914,495 | $4,975 â–¼ | -0.3% | 77,353 | 0.5% | ETF |
CGGO Capital Group Global Growth Equity ETF | $1,873,386 | $225,047 â–² | 13.7% | 56,140 | 0.5% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $1,806,981 | $64,846 â–¼ | -3.5% | 23,045 | 0.5% | ETF |
IWR iShares Russell Mid-Cap ETF | $1,640,271 | | 0.0% | 16,870 | 0.4% | ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $1,567,620 | $104,248 â–² | 7.1% | 79,879 | 0.4% | ETF |
BITWISE 10 CRYPTO INDEX ETF
| $1,550,718 | $31,760 â–² | 2.1% | 34,764 | 0.4% | UNIT BENEFICIAL |
BITWISE FUNDS TRUST
| $1,514,987 | $67,934 â–¼ | -4.3% | 80,328 | 0.4% | CRYPTO INDUSTRY |
JPM JPMorgan Chase & Co. | $1,490,803 | $1,065,448 â–¼ | -41.7% | 5,068 | 0.4% | Finance |
SCHC Schwab International Small-Cap Equity ETF | $1,484,742 | $12,339 â–² | 0.8% | 31,766 | 0.4% | ETF |
SHM SPDR Nuveen ICE Short Term Municipal Bond ETF | $1,420,217 | | 0.0% | 29,693 | 0.4% | Finance |
TOTL SPDR Doubleline Total Return Tactical ETF | $1,412,347 | $135,478 â–² | 10.6% | 35,549 | 0.4% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $1,300,485 | $81,123 â–² | 6.7% | 24,752 | 0.3% | Finance |
META Meta Platforms | $1,259,946 | $1,098,591 â–¼ | -46.6% | 2,202 | 0.3% | Computer and Technology |
CGCP Capital Group Core Plus Income ETF | $1,256,673 | $51,293 â–² | 4.3% | 56,252 | 0.3% | ETF |
GOOG Alphabet | $1,228,932 | $1,855,446 â–¼ | -60.2% | 4,284 | 0.3% | Computer and Technology |
IWS iShares Russell Mid-Cap Value ETF | $1,165,775 | | 0.0% | 7,999 | 0.3% | ETF |
IVE iShares S&P 500 Value ETF | $1,113,606 | $6,335 â–² | 0.6% | 5,274 | 0.3% | ETF |
TSLA Tesla | $1,110,553 | $536,501 â–¼ | -32.6% | 2,987 | 0.3% | Auto/Tires/Trucks |
GOOGL Alphabet | $1,079,267 | $1,308,176 â–¼ | -54.8% | 3,753 | 0.3% | Computer and Technology |
SPSK SP Funds Dow Jones Global Sukuk ETF | $1,049,629 | $5,513 â–² | 0.5% | 58,638 | 0.3% | ETF |
VBK Vanguard Small-Cap Growth ETF | $1,039,423 | $46,848 â–¼ | -4.3% | 3,439 | 0.3% | ETF |
FIDELITY WISE ORIGIN BITCOIN
| $989,520 | $989,520 â–² | New Holding | 16,763 | 0.3% | SHS |
IWV iShares Russell 3000 ETF | $978,596 | $12,603 â–¼ | -1.3% | 2,640 | 0.3% | ETF |
RS Reliance | $976,375 | $65,943 â–¼ | -6.3% | 3,213 | 0.3% | Basic Materials |
JEPI JPMorgan Equity Premium Income ETF | $950,430 | $737 â–² | 0.1% | 16,768 | 0.2% | ETF |
AVGO Broadcom | $932,164 | $1,427,028 â–¼ | -60.5% | 3,012 | 0.2% | Computer and Technology |
JNJ Johnson & Johnson | $920,330 | $758,508 â–¼ | -45.2% | 3,765 | 0.2% | Medical |
TWLO Twilio | $902,256 | | 0.0% | 7,171 | 0.2% | Computer and Technology |
IJT iShares S&P Small-Cap 600 Growth ETF | $836,569 | $40,085 â–² | 5.0% | 5,781 | 0.2% | ETF |
COST Costco Wholesale | $830,095 | $462,382 â–¼ | -35.8% | 833 | 0.2% | Retail/Wholesale |
DIS Walt Disney | $829,236 | $293,182 â–¼ | -26.1% | 8,604 | 0.2% | Consumer Discretionary |
IVV iShares Core S&P 500 ETF | $816,802 | | 0.0% | 1,250 | 0.2% | ETF |
TSM Taiwan Semiconductor Manufacturing | $808,715 | $1,014 â–² | 0.1% | 2,393 | 0.2% | Computer and Technology |
IVW iShares S&P 500 Growth ETF | $802,629 | | 0.0% | 7,096 | 0.2% | ETF |
RDVY First Trust Rising Dividend Achievers ETF | $791,542 | $1,843 â–¼ | -0.2% | 11,593 | 0.2% | Manufacturing |
IWD iShares Russell 1000 Value ETF | $790,442 | $204,288 â–² | 34.9% | 3,699 | 0.2% | ETF |
FIVG Defiance Next Gen Connectivity ETF | $788,759 | $9,817 â–² | 1.3% | 11,570 | 0.2% | ETF |
ABBV AbbVie | $738,162 | $480,219 â–¼ | -39.4% | 3,394 | 0.2% | Medical |
FNDF Schwab Fundamental International Equity ETF | $732,385 | | 0.0% | 14,968 | 0.2% | ETF |
BXMT Blackstone Mortgage Trust | $690,152 | $6,511 â–² | 1.0% | 36,039 | 0.2% | Finance |
AVUV Avantis U.S. Small Cap Value ETF | $661,163 | $49,601 â–² | 8.1% | 5,985 | 0.2% | ETF |
T AT&T | $597,050 | $434,300 â–¼ | -42.1% | 20,595 | 0.2% | Computer and Technology |
UNP Union Pacific | $593,692 | $29,842 â–¼ | -4.8% | 2,447 | 0.2% | Transportation |
MUB iShares National Muni Bond ETF | $586,654 | $106 â–² | 0.0% | 5,527 | 0.2% | ETF |
AOA iShares Core 80/20 Aggressive Allocation ETF | $572,708 | | 0.0% | 6,472 | 0.2% | ETF |
UNH UnitedHealth Group | $548,575 | $284,436 â–¼ | -34.1% | 2,027 | 0.1% | Medical |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $543,583 | $4,207 â–² | 0.8% | 26,616 | 0.1% | ETF |
VZ Verizon Communications | $538,784 | $80,017 â–¼ | -12.9% | 10,733 | 0.1% | Computer and Technology |
SCHV Schwab U.S. Large-Cap Value ETF | $528,443 | $8,845 â–² | 1.7% | 17,326 | 0.1% | ETF |
AXP American Express | $503,327 | $537,205 â–¼ | -51.6% | 1,664 | 0.1% | Finance |
BINC iShares Flexible Income Active ETF | $486,273 | $106,405 â–² | 28.0% | 9,364 | 0.1% | ETF |
MOAT VanEck Morningstar Wide Moat ETF | $464,161 | | 0.0% | 4,800 | 0.1% | ETF |
CGSD Capital Group Short Duration Income ETF | $454,498 | | 0.0% | 17,623 | 0.1% | ETF |
