SPY SPDR S&P 500 ETF Trust | $11,538,528 | $456,122 ▼ | -3.8% | 22,059 | 7.9% | Finance |
NVDA NVIDIA | $7,913,179 | $27,106 ▼ | -0.3% | 8,758 | 5.4% | Computer and Technology |
MSFT Microsoft | $5,783,540 | $157,347 ▼ | -2.6% | 13,747 | 3.9% | Computer and Technology |
SCHO Schwab Short-Term U.S. Treasury ETF | $5,139,445 | $56,984 ▲ | 1.1% | 106,605 | 3.5% | ETF |
IVV iShares Core S&P 500 ETF | $4,412,358 | $303,340 ▲ | 7.4% | 8,393 | 3.0% | ETF |
SCHB Schwab US Broad Market ETF | $4,403,654 | $70,207 ▲ | 1.6% | 72,132 | 3.0% | ETF |
AAPL Apple | $3,924,791 | $183,825 ▼ | -4.5% | 22,888 | 2.7% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $3,518,914 | $420,793 ▲ | 13.6% | 13,539 | 2.4% | ETF |
XLK Technology Select Sector SPDR Fund | $3,459,754 | $41,862 ▼ | -1.2% | 16,612 | 2.4% | ETF |
HD Home Depot | $2,756,550 | $57,924 ▼ | -2.1% | 7,186 | 1.9% | Retail/Wholesale |
VGSH Vanguard Short-Term Treasury Index Fund ETF Shares | $2,600,970 | $14,343 ▼ | -0.5% | 44,790 | 1.8% | ETF |
WMT Walmart | $2,558,654 | $1,800,155 ▲ | 237.3% | 42,524 | 1.7% | Retail/Wholesale |
BSV Vanguard Short-Term Bond ETF | $2,495,502 | $949,163 ▲ | 61.4% | 32,549 | 1.7% | ETF |
AMZN Amazon.com | $2,152,901 | $27,419 ▼ | -1.3% | 11,935 | 1.5% | Retail/Wholesale |
SONY Sony Group | $2,053,902 | $210,920 ▼ | -9.3% | 23,955 | 1.4% | Consumer Discretionary |
DUK Duke Energy | $2,001,272 | $46,226 ▼ | -2.3% | 20,694 | 1.4% | Utilities |
AMAT Applied Materials | $1,793,582 | $1,856 ▼ | -0.1% | 8,697 | 1.2% | Computer and Technology |
AMD Advanced Micro Devices | $1,769,212 | $34,836 ▼ | -1.9% | 9,802 | 1.2% | Computer and Technology |
GOOGL Alphabet | $1,764,070 | $94,633 ▼ | -5.1% | 11,688 | 1.2% | Computer and Technology |
HON Honeywell International | $1,677,758 | | 0.0% | 8,174 | 1.1% | Multi-Sector Conglomerates |
PG Procter & Gamble | $1,669,228 | $65,225 ▼ | -3.8% | 10,288 | 1.1% | Consumer Staples |
GOOG Alphabet | $1,628,013 | $94,252 ▼ | -5.5% | 10,692 | 1.1% | Computer and Technology |
SGOV iShares 0-3 Month Treasury Bond ETF | $1,620,829 | $649,178 ▲ | 66.8% | 16,094 | 1.1% | ETF |
GBIL Goldman Sachs TreasuryAccess 0-1 Year ETF | $1,509,146 | $12,309 ▲ | 0.8% | 14,958 | 1.0% | ETF |
XLI Industrial Select Sector SPDR Fund | $1,454,979 | $15,997 ▼ | -1.1% | 11,551 | 1.0% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $1,444,908 | $74,771 ▲ | 5.5% | 14,532 | 1.0% | ETF |
SCHX Schwab US Large-Cap ETF | $1,430,049 | $33,202 ▼ | -2.3% | 23,043 | 1.0% | ETF |
MCD McDonald's | $1,404,144 | $9,305 ▲ | 0.7% | 4,980 | 1.0% | Retail/Wholesale |
ABBV AbbVie | $1,363,272 | $20,396 ▼ | -1.5% | 7,486 | 0.9% | Medical |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $1,352,652 | $114,409 ▼ | -7.8% | 28,245 | 0.9% | Manufacturing |
XLF Financial Select Sector SPDR Fund | $1,352,163 | $13,310 ▼ | -1.0% | 32,103 | 0.9% | ETF |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $1,269,955 | $93,784 ▲ | 8.0% | 25,891 | 0.9% | ETF |
VXUS Vanguard Total International Stock ETF | $1,266,134 | $72,301 ▲ | 6.1% | 20,997 | 0.9% | ETF |
KO Coca-Cola | $1,120,041 | $13,154 ▼ | -1.2% | 18,307 | 0.8% | Consumer Staples |
DIS Walt Disney | $1,091,533 | $12,113 ▼ | -1.1% | 8,921 | 0.7% | Consumer Discretionary |
XOM Exxon Mobil | $1,025,806 | $59,165 ▼ | -5.5% | 8,825 | 0.7% | Oils/Energy |
VIG Vanguard Dividend Appreciation ETF | $1,011,470 | $51,678 ▲ | 5.4% | 5,539 | 0.7% | ETF |
LLY Eli Lilly and Company | $977,896 | $40,454 ▼ | -4.0% | 1,257 | 0.7% | Medical |
MRK Merck & Co., Inc. | $939,997 | $26,785 ▼ | -2.8% | 7,124 | 0.6% | Medical |
VT Vanguard Total World Stock ETF | $932,573 | $51,822 ▲ | 5.9% | 8,440 | 0.6% | ETF |
ABT Abbott Laboratories | $885,184 | $9,093 ▼ | -1.0% | 7,788 | 0.6% | Medical |
RTX RTX | $858,071 | $25,358 ▼ | -2.9% | 8,798 | 0.6% | Aerospace |
SCHF Schwab International Equity ETF | $841,553 | $15,608 ▼ | -1.8% | 21,567 | 0.6% | ETF |
JNJ Johnson & Johnson | $819,706 | $68,335 ▼ | -7.7% | 5,182 | 0.6% | Medical |
NEE NextEra Energy | $793,728 | $511 ▼ | -0.1% | 12,419 | 0.5% | Utilities |
AGG iShares Core U.S. Aggregate Bond ETF | $756,031 | $97,454 ▲ | 14.8% | 7,719 | 0.5% | Finance |
PEP PepsiCo | $734,867 | $21,001 ▼ | -2.8% | 4,199 | 0.5% | Consumer Staples |
WM Waste Management | $717,037 | $8,952 ▼ | -1.2% | 3,364 | 0.5% | Business Services |
PPG PPG Industries | $709,865 | | 0.0% | 4,899 | 0.5% | Basic Materials |
MU Micron Technology | $699,325 | $47,038 ▼ | -6.3% | 5,932 | 0.5% | Computer and Technology |
CVX Chevron | $668,097 | $104,435 ▼ | -13.5% | 4,235 | 0.5% | Oils/Energy |
JPM JPMorgan Chase & Co. | $665,139 | $80,714 ▼ | -10.8% | 3,321 | 0.5% | Finance |
NSC Norfolk Southern | $654,506 | $27,781 ▼ | -4.1% | 2,568 | 0.4% | Transportation |
META Meta Platforms | $646,846 | $2,428 ▲ | 0.4% | 1,332 | 0.4% | Computer and Technology |
SO Southern | $636,156 | $44,763 ▼ | -6.6% | 8,868 | 0.4% | Utilities |
VXF Vanguard Extended Market ETF | $624,722 | $185,103 ▲ | 42.1% | 3,564 | 0.4% | ETF |
COP ConocoPhillips | $595,582 | $16,547 ▼ | -2.7% | 4,679 | 0.4% | Oils/Energy |
UNH UnitedHealth Group | $582,313 | $18,306 ▼ | -3.0% | 1,177 | 0.4% | Medical |
NUE Nucor | $560,057 | $271,123 ▲ | 93.8% | 2,830 | 0.4% | Basic Materials |
BND Vanguard Total Bond Market ETF | $556,055 | $32,974 ▼ | -5.6% | 7,656 | 0.4% | ETF |
UNP Union Pacific | $533,422 | $15,002 ▼ | -2.7% | 2,169 | 0.4% | Transportation |
JEQ Abrdn Japan Equity Fund | $513,806 | $16,877 ▲ | 3.4% | 82,473 | 0.4% | Finance |
INTC Intel | $510,342 | $12,942 ▼ | -2.5% | 11,554 | 0.3% | Computer and Technology |
SPTS SPDR Portfolio Short Term Treasury ETF | $497,887 | $10,932 ▼ | -2.1% | 17,216 | 0.3% | ETF |
BTT Blackrock Municipal 2030 Target Term Trust | $476,103 | $21,060 ▼ | -4.2% | 22,607 | 0.3% | Financial Services |
CSX CSX | $473,199 | $42,149 ▼ | -8.2% | 12,765 | 0.3% | Transportation |
TY Tri-Continental | $470,242 | $11,211 ▼ | -2.3% | 15,268 | 0.3% | Finance |
PSX Phillips 66 | $467,969 | $46,225 ▼ | -9.0% | 2,865 | 0.3% | Oils/Energy |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $465,667 | $6,205 ▼ | -1.3% | 9,081 | 0.3% | Manufacturing |
MBB iShares MBS ETF | $460,899 | $89,001 ▲ | 23.9% | 4,987 | 0.3% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $458,052 | $321 ▼ | -0.1% | 7,140 | 0.3% | ETF |
MUFG Mitsubishi UFJ Financial Group | $454,928 | | 0.0% | 44,470 | 0.3% | Finance |
UPS United Parcel Service | $450,221 | $15,904 ▼ | -3.4% | 3,029 | 0.3% | Transportation |
RSG Republic Services | $439,355 | $21,250 ▼ | -4.6% | 2,295 | 0.3% | Business Services |
LEN Lennar | $435,625 | | 0.0% | 2,533 | 0.3% | Construction |
AJG Arthur J. Gallagher & Co. | $428,345 | $1,750 ▼ | -0.4% | 1,713 | 0.3% | Finance |
CEG Constellation Energy | $425,586 | $13,311 ▼ | -3.0% | 2,302 | 0.3% | Oils/Energy |
FCX Freeport-McMoRan | $425,437 | $48,196 ▼ | -10.2% | 9,048 | 0.3% | Basic Materials |
PFE Pfizer | $421,467 | $10,323 ▼ | -2.4% | 15,188 | 0.3% | Medical |
AMGN Amgen | $419,251 | $35,814 ▼ | -7.9% | 1,475 | 0.3% | Medical |
GE General Electric | $416,548 | $17,905 ▼ | -4.1% | 2,373 | 0.3% | Transportation |
MO Altria Group | $415,366 | $53,262 ▼ | -11.4% | 9,522 | 0.3% | Consumer Staples |
TFC Truist Financial | $402,800 | $195 ▲ | 0.0% | 10,334 | 0.3% | Finance |
PAYX Paychex | $401,482 | $14,001 ▼ | -3.4% | 3,269 | 0.3% | Business Services |
DIA SPDR Dow Jones Industrial Average ETF Trust | $397,760 | | 0.0% | 1,000 | 0.3% | Finance |
XOP SPDR S&P Oil & Gas Exploration & Production ETF | $388,255 | $1,549 ▼ | -0.4% | 2,506 | 0.3% | ETF |
CPB Campbell Soup | $387,782 | $45,117 ▼ | -10.4% | 8,724 | 0.3% | Consumer Staples |
TM Toyota Motor | $382,554 | | 0.0% | 1,520 | 0.3% | Auto/Tires/Trucks |
IWM iShares Russell 2000 ETF | $376,647 | $53,416 ▼ | -12.4% | 1,791 | 0.3% | Finance |
T AT&T | $368,107 | $3,326 ▲ | 0.9% | 20,915 | 0.3% | Computer and Technology |
XLE Energy Select Sector SPDR Fund | $365,839 | $2,360 ▼ | -0.6% | 3,875 | 0.2% | ETF |
AZO AutoZone | $364,016 | | 0.0% | 116 | 0.2% | Retail/Wholesale |
WFC Wells Fargo & Company | $363,061 | $55,294 ▼ | -13.2% | 6,264 | 0.2% | Finance |
BIV Vanguard Intermediate-Term Bond Index Fund | $362,749 | $58,058 ▲ | 19.1% | 4,811 | 0.2% | ETF |
SCHD Schwab US Dividend Equity ETF | $360,785 | $32,491 ▲ | 9.9% | 4,475 | 0.2% | ETF |
BAC Bank of America | $354,353 | $1,782 ▲ | 0.5% | 9,345 | 0.2% | Finance |
CSCO Cisco Systems | $353,061 | $27,051 ▼ | -7.1% | 7,074 | 0.2% | Computer and Technology |
PYPL PayPal | $352,300 | $12,058 ▼ | -3.3% | 5,259 | 0.2% | Computer and Technology |
IJH iShares Core S&P Mid-Cap ETF | $348,951 | $288,272 ▲ | 475.1% | 5,745 | 0.2% | ETF |
QQQ Invesco QQQ | $342,776 | $444 ▼ | -0.1% | 772 | 0.2% | Finance |
NEA Nuveen AMT-Free Quality Municipal Income Fund | $332,753 | $22,140 ▲ | 7.1% | 30,059 | 0.2% | Financial Services |
BP BP | $318,275 | $11,341 ▲ | 3.7% | 8,447 | 0.2% | Oils/Energy |
IUSB iShares Core Total USD Bond Market ETF | $304,997 | $7,386 ▼ | -2.4% | 6,690 | 0.2% | Manufacturing |
TIP iShares TIPS Bond ETF | $301,715 | $22,019 ▼ | -6.8% | 2,809 | 0.2% | ETF |
MMM 3M | $291,245 | $29,591 ▼ | -9.2% | 2,746 | 0.2% | Multi-Sector Conglomerates |
BMY Bristol-Myers Squibb | $290,652 | $12,852 ▼ | -4.2% | 5,360 | 0.2% | Medical |
XLV Health Care Select Sector SPDR Fund | $290,585 | | 0.0% | 1,967 | 0.2% | ETF |
XLU Utilities Select Sector SPDR Fund | $289,910 | $7,221 ▼ | -2.4% | 4,416 | 0.2% | ETF |
COST Costco Wholesale | $287,129 | $60,795 ▼ | -17.5% | 392 | 0.2% | Retail/Wholesale |
VOO Vanguard S&P 500 ETF | $283,340 | | 0.0% | 589 | 0.2% | ETF |
EMR Emerson Electric | $283,096 | $1,361 ▼ | -0.5% | 2,496 | 0.2% | Industrial Products |
BHP BHP Group | $276,713 | $2,827 ▼ | -1.0% | 4,797 | 0.2% | Basic Materials |
CP Canadian Pacific Kansas City | $276,367 | $2,557 ▼ | -0.9% | 3,134 | 0.2% | Transportation |
WEC WEC Energy Group | $275,543 | $51,002 ▼ | -15.6% | 3,355 | 0.2% | Utilities |
GLD SPDR Gold Shares | $272,990 | $24,686 ▼ | -8.3% | 1,327 | 0.2% | Finance |
APD Air Products and Chemicals | $272,554 | | 0.0% | 1,125 | 0.2% | Basic Materials |
USMV iShares MSCI USA Min Vol Factor ETF | $272,220 | $6,519 ▼ | -2.3% | 3,257 | 0.2% | ETF |
VZ Verizon Communications | $268,381 | $77,376 ▼ | -22.4% | 6,396 | 0.2% | Computer and Technology |
ENB Enbridge | $266,755 | $40,594 ▲ | 17.9% | 7,373 | 0.2% | Oils/Energy |
MPC Marathon Petroleum | $265,196 | $265,196 ▲ | New Holding | 1,316 | 0.2% | Oils/Energy |
MTUM iShares MSCI USA Momentum Factor ETF | $264,912 | $187 ▲ | 0.1% | 1,414 | 0.2% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $262,425 | $8,107 ▼ | -3.0% | 2,266 | 0.2% | ETF |
CMG Chipotle Mexican Grill | $258,703 | $2,907 ▲ | 1.1% | 89 | 0.2% | Retail/Wholesale |
CI The Cigna Group | $258,600 | $5,448 ▼ | -2.1% | 712 | 0.2% | Medical |
CAT Caterpillar | $257,757 | | 0.0% | 703 | 0.2% | Industrial Products |
C Citigroup | $255,679 | $1,960 ▼ | -0.8% | 4,043 | 0.2% | Finance |
ISRG Intuitive Surgical | $252,225 | $1,995 ▼ | -0.8% | 632 | 0.2% | Medical |
SCHE Schwab Emerging Markets Equity ETF | $250,634 | $29,366 ▼ | -10.5% | 9,926 | 0.2% | ETF |
SHEL Shell | $249,416 | $31,915 ▲ | 14.7% | 3,720 | 0.2% | Oils/Energy |
LRCX Lam Research | $246,779 | $246,779 ▲ | New Holding | 254 | 0.2% | Computer and Technology |
EXC Exelon | $245,896 | $7,927 ▼ | -3.1% | 6,545 | 0.2% | Utilities |
ADBE Adobe | $243,736 | | 0.0% | 483 | 0.2% | Computer and Technology |
ADP Automatic Data Processing | $242,747 | $16,982 ▼ | -6.5% | 972 | 0.2% | Business Services |
GDX VanEck Gold Miners ETF | $239,616 | $5,217 ▼ | -2.1% | 7,578 | 0.2% | ETF |
CMCSA Comcast | $238,877 | $8,671 ▼ | -3.5% | 5,510 | 0.2% | Consumer Discretionary |
DHR Danaher | $238,124 | $38,190 ▼ | -13.8% | 954 | 0.2% | Multi-Sector Conglomerates |
MUB iShares National Muni Bond ETF | $236,182 | | 0.0% | 2,195 | 0.2% | ETF |
NEM Newmont | $233,740 | $3,261 ▼ | -1.4% | 6,522 | 0.2% | Basic Materials |
PSA Public Storage | $233,208 | | 0.0% | 804 | 0.2% | Finance |
INTU Intuit | $232,721 | | 0.0% | 358 | 0.2% | Computer and Technology |
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund | $229,901 | $134 ▼ | -0.1% | 27,533 | 0.2% | Financial Services |
FDX FedEx | $227,908 | $14,190 ▼ | -5.9% | 787 | 0.2% | Transportation |
EFA iShares MSCI EAFE ETF | $221,612 | $85,690 ▼ | -27.9% | 2,775 | 0.2% | Finance |
GS The Goldman Sachs Group | $218,907 | $1,253 ▼ | -0.6% | 524 | 0.1% | Finance |
VTEB Vanguard Tax-Exempt Bond ETF | $216,416 | | 0.0% | 4,277 | 0.1% | ETF |
LOW Lowe's Companies | $213,973 | $213,973 ▲ | New Holding | 840 | 0.1% | Retail/Wholesale |
LW Lamb Weston | $213,927 | $533 ▼ | -0.2% | 2,008 | 0.1% | Consumer Staples |
EXPD Expeditors International of Washington | $213,720 | $486 ▼ | -0.2% | 1,758 | 0.1% | Transportation |
EQR Equity Residential | $212,933 | $13,001 ▼ | -5.8% | 3,374 | 0.1% | Finance |
CGNX Cognex | $212,100 | | 0.0% | 5,000 | 0.1% | Computer and Technology |
CLX Clorox | $210,832 | $210,832 ▲ | New Holding | 1,377 | 0.1% | Consumer Staples |
LHX L3Harris Technologies | $210,330 | $210,330 ▲ | New Holding | 987 | 0.1% | Aerospace |
GIS General Mills | $210,190 | $9,026 ▼ | -4.1% | 3,004 | 0.1% | Consumer Staples |
SYY Sysco | $209,363 | $209,363 ▲ | New Holding | 2,579 | 0.1% | Consumer Staples |
PM Philip Morris International | $208,710 | $102,706 ▼ | -33.0% | 2,278 | 0.1% | Consumer Staples |
QCOM QUALCOMM | $207,731 | $28,950 ▼ | -12.2% | 1,227 | 0.1% | Computer and Technology |
MCK McKesson | $206,150 | $206,150 ▲ | New Holding | 384 | 0.1% | Medical |
ORCL Oracle | $204,367 | $38,813 ▼ | -16.0% | 1,627 | 0.1% | Computer and Technology |
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund | $202,319 | | 0.0% | 24,794 | 0.1% | Financial Services |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $201,353 | $22,211 ▼ | -9.9% | 1,940 | 0.1% | ETF |
AOD Aberdeen Total Dynamic Dividend Fund | $200,600 | $3,250 ▼ | -1.6% | 24,198 | 0.1% | Miscellaneous |
BGY BlackRock Enhanced International Dividend Trust | $163,196 | $8,240 ▼ | -4.8% | 29,511 | 0.1% | Financial Services |
F Ford Motor | $155,327 | $15,857 ▼ | -9.3% | 11,696 | 0.1% | Auto/Tires/Trucks |
MQY BlackRock MuniYield Quality Fund | $146,304 | | 0.0% | 11,943 | 0.1% | Finance |
IQI Invesco Quality Municipal Income Trust | $128,812 | | 0.0% | 13,307 | 0.1% | Finance |
PMO Putnam Municipal Opportunities Trust | $126,268 | | 0.0% | 12,428 | 0.1% | Finance |
BIGZ BlackRock Innovation and Growth Term Trust | $120,391 | | 0.0% | 14,790 | 0.1% | Financial Services |
JOF Japan Smaller Capitalization Fund | $119,700 | | 0.0% | 15,000 | 0.1% | Finance |
NMR Nomura | $96,300 | | 0.0% | 15,000 | 0.1% | Finance |
BTG B2Gold | $52,649 | $1,336 ▼ | -2.5% | 20,172 | 0.0% | Basic Materials |
SIRI Sirius XM | $42,959 | $652 ▼ | -1.5% | 11,072 | 0.0% | Consumer Discretionary |
SPLK Splunk | $0 | $342,788 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
TSLA Tesla | $0 | $288,734 ▼ | -100.0% | 0 | 0.0% | Auto/Tires/Trucks |
GILD Gilead Sciences | $0 | $220,428 ▼ | -100.0% | 0 | 0.0% | Medical |
MDY SPDR S&P MidCap 400 ETF Trust | $0 | $215,129 ▼ | -100.0% | 0 | 0.0% | ETF |
TD Toronto-Dominion Bank | $0 | $207,559 ▼ | -100.0% | 0 | 0.0% | Finance |
HES Hess | $0 | $200,094 ▼ | -100.0% | 0 | 0.0% | Oils/Energy |
