VTI Vanguard Total Stock Market ETF | $417,179,802 | $9,550,962 ▲ | 2.3% | 1,517,901 | 11.7% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $202,632,123 | $1,179,534 ▼ | -0.6% | 3,340,457 | 5.7% | ETF |
VUG Vanguard Growth ETF | $85,269,822 | $4,146,516 ▲ | 5.1% | 229,949 | 2.4% | ETF |
AAPL Apple | $81,889,173 | $18,269,317 ▲ | 28.7% | 368,654 | 2.3% | Computer and Technology |
BRK.B Berkshire Hathaway | $78,781,364 | $56,314,477 ▲ | 250.7% | 147,924 | 2.2% | Finance |
VTV Vanguard Value ETF | $75,526,608 | $3,079,782 ▲ | 4.3% | 437,227 | 2.1% | ETF |
SPY SPDR S&P 500 ETF Trust | $70,118,619 | $18,516,422 ▲ | 35.9% | 125,348 | 2.0% | Finance |
SHV iShares Short Treasury Bond ETF | $64,785,522 | $64,785,522 ▲ | New Holding | 586,507 | 1.8% | ETF |
MSFT Microsoft | $62,165,233 | $13,205,072 ▲ | 27.0% | 165,602 | 1.7% | Computer and Technology |
AMZN Amazon.com | $56,803,758 | $14,197,562 ▲ | 33.3% | 298,559 | 1.6% | Retail/Wholesale |
NVDA NVIDIA | $53,196,494 | $7,114,173 ▲ | 15.4% | 490,833 | 1.5% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $49,665,720 | $5,939,762 ▲ | 13.6% | 96,643 | 1.4% | ETF |
IVV iShares Core S&P 500 ETF | $44,435,853 | $6,289,381 ▲ | 16.5% | 79,081 | 1.2% | ETF |
NEAR iShares Short Duration Bond Active ETF | $36,550,655 | $36,550,655 ▲ | New Holding | 718,511 | 1.0% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $35,663,146 | $32,422,564 ▲ | 1,000.5% | 208,691 | 1.0% | ETF |
VBR Vanguard Small-Cap Value ETF | $35,651,122 | $1,142,518 ▼ | -3.1% | 191,374 | 1.0% | ETF |
META Meta Platforms | $34,053,969 | $827,647 ▲ | 2.5% | 59,085 | 1.0% | Computer and Technology |
QQQ Invesco QQQ | $32,705,352 | $15,070,646 ▲ | 85.5% | 69,746 | 0.9% | Finance |
XLU Utilities Select Sector SPDR Fund | $30,350,957 | $26,842,288 ▲ | 765.0% | 384,920 | 0.9% | ETF |
JPM JPMorgan Chase & Co. | $30,305,607 | $7,179,690 ▲ | 31.0% | 123,545 | 0.8% | Finance |
VEA Vanguard FTSE Developed Markets ETF | $28,717,340 | $2,661,562 ▲ | 10.2% | 564,968 | 0.8% | ETF |
VOE Vanguard Mid-Cap Value ETF | $28,518,473 | $104,993 ▲ | 0.4% | 177,641 | 0.8% | ETF |
TLT iShares 20+ Year Treasury Bond ETF | $28,279,292 | $19,860,108 ▲ | 235.9% | 310,659 | 0.8% | ETF |
COST Costco Wholesale | $26,159,220 | $243,064 ▼ | -0.9% | 27,659 | 0.7% | Retail/Wholesale |
RSP Invesco S&P 500 Equal Weight ETF | $25,510,891 | $16,505,875 ▲ | 183.3% | 147,266 | 0.7% | ETF |
WPM Wheaton Precious Metals | $25,391,476 | $3,453,839 ▼ | -12.0% | 327,083 | 0.7% | Basic Materials |
DXJ WisdomTree Japan Hedged Equity Fund | $24,758,217 | $21,138,804 ▲ | 584.0% | 224,707 | 0.7% | Finance |
AGG iShares Core U.S. Aggregate Bond ETF | $24,445,372 | $6,169,335 ▲ | 33.8% | 247,123 | 0.7% | Finance |
IEFA iShares Core MSCI EAFE ETF | $24,258,936 | $7,674,322 ▼ | -24.0% | 320,673 | 0.7% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $23,124,391 | $12,081,264 ▲ | 109.4% | 501,831 | 0.6% | Manufacturing |
IJH iShares Core S&P Mid-Cap ETF | $22,837,401 | $11,373,946 ▲ | 99.2% | 391,386 | 0.6% | ETF |
MOAT VanEck Morningstar Wide Moat ETF | $22,794,505 | $22,330,128 ▲ | 4,808.6% | 259,028 | 0.6% | ETF |
VO Vanguard Mid-Cap ETF | $20,573,856 | $4,403,807 ▲ | 27.2% | 79,552 | 0.6% | ETF |
PDP Invesco Dorsey Wright Momentum ETF | $20,490,011 | $20,490,011 ▲ | New Holding | 204,941 | 0.6% | ETF |
WMT Walmart | $19,428,845 | $2,478,317 ▲ | 14.6% | 221,310 | 0.5% | Retail/Wholesale |
NFLX Netflix | $18,498,644 | $887,771 ▲ | 5.0% | 19,837 | 0.5% | Consumer Discretionary |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $17,809,083 | $16,599,597 ▲ | 1,372.5% | 145,964 | 0.5% | ETF |
VB Vanguard Small-Cap ETF | $17,040,564 | $1,452,238 ▲ | 9.3% | 76,846 | 0.5% | ETF |
IAU iShares Gold Trust | $16,494,532 | $11,534,935 ▲ | 232.6% | 279,758 | 0.5% | Finance |
AVGO Broadcom | $16,087,694 | $537,283 ▲ | 3.5% | 96,086 | 0.5% | Computer and Technology |
XOM Exxon Mobil | $15,386,905 | $840,596 ▲ | 5.8% | 129,378 | 0.4% | Energy |
IEF iShares 7-10 Year Treasury Bond ETF | $15,189,433 | $6,942,861 ▲ | 84.2% | 159,268 | 0.4% | ETF |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $14,526,381 | $6,412,990 ▲ | 79.0% | 584,327 | 0.4% | ETF |
V Visa | $14,186,471 | $230,951 ▼ | -1.6% | 40,480 | 0.4% | Business Services |
SPYG SPDR Portfolio S&P 500 Growth ETF | $14,172,301 | $1,777,143 ▲ | 14.3% | 176,338 | 0.4% | ETF |
IWF iShares Russell 1000 Growth ETF | $14,050,857 | $453,533 ▲ | 3.3% | 38,912 | 0.4% | ETF |
USFR WisdomTree Floating Rate Treasury Fund | $13,979,827 | $11,224 ▲ | 0.1% | 277,763 | 0.4% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $13,616,557 | $2,041,904 ▲ | 17.6% | 300,852 | 0.4% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $13,508,737 | $1,338,787 ▲ | 11.0% | 257,948 | 0.4% | Manufacturing |
IBM International Business Machines | $13,482,702 | $7,665,503 ▲ | 131.8% | 54,221 | 0.4% | Computer and Technology |
UNH UnitedHealth Group | $13,223,994 | $272,347 ▲ | 2.1% | 25,249 | 0.4% | Medical |
GLD SPDR Gold Shares | $13,080,544 | $4,281,230 ▲ | 48.7% | 45,396 | 0.4% | Finance |
ET Energy Transfer | $12,766,459 | $22,550 ▲ | 0.2% | 686,738 | 0.4% | Energy |
GOOG Alphabet | $12,702,519 | $5,031,514 ▲ | 65.6% | 81,307 | 0.4% | Computer and Technology |
ABBV AbbVie | $12,455,157 | $2,451,600 ▲ | 24.5% | 59,446 | 0.3% | Medical |
EWJ iShares MSCI Japan ETF | $12,422,764 | $12,151,610 ▲ | 4,481.4% | 181,196 | 0.3% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $12,208,207 | $1,327,006 ▲ | 12.2% | 239,048 | 0.3% | ETF |
IWM iShares Russell 2000 ETF | $12,082,108 | $5,521,482 ▼ | -31.4% | 60,565 | 0.3% | Finance |
EMHY iShares J.P. Morgan EM High Yield Bond ETF | $11,515,668 | $11,515,668 ▲ | New Holding | 301,221 | 0.3% | ETF |
IWD iShares Russell 1000 Value ETF | $11,338,308 | $951,147 ▲ | 9.2% | 60,259 | 0.3% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $11,003,448 | $551,963 ▲ | 5.3% | 134,582 | 0.3% | ETF |
SCHD Schwab US Dividend Equity ETF | $10,882,910 | $2,170,481 ▲ | 24.9% | 389,231 | 0.3% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $10,876,572 | $1,451,469 ▼ | -11.8% | 201,530 | 0.3% | ETF |
XLG Invesco S&P 500 Top 50 ETF | $10,811,242 | $10,811,242 ▲ | New Holding | 234,925 | 0.3% | ETF |
CAT Caterpillar | $10,567,790 | $1,877,883 ▼ | -15.1% | 32,043 | 0.3% | Industrials |
LLY Eli Lilly and Company | $10,313,759 | $16,518 ▲ | 0.2% | 12,488 | 0.3% | Medical |
JNJ Johnson & Johnson | $9,819,572 | $788,405 ▲ | 8.7% | 59,211 | 0.3% | Medical |
TSM Taiwan Semiconductor Manufacturing | $9,786,848 | $3,548,245 ▲ | 56.9% | 58,957 | 0.3% | Computer and Technology |
HD Home Depot | $9,649,010 | $805,917 ▲ | 9.1% | 26,328 | 0.3% | Retail/Wholesale |
VYM Vanguard High Dividend Yield ETF | $9,457,860 | $928,647 ▲ | 10.9% | 73,339 | 0.3% | ETF |
FDN First Trust Dow Jones Internet Index Fund | $9,303,420 | $8,246,652 ▲ | 780.4% | 41,879 | 0.3% | ETF |
SCHX Schwab US Large-Cap ETF | $9,295,940 | $3,343,131 ▲ | 56.2% | 421,012 | 0.3% | ETF |
IWO iShares Russell 2000 Growth ETF | $9,096,664 | $3,866,957 ▲ | 73.9% | 35,599 | 0.3% | ETF |
MRK Merck & Co., Inc. | $8,991,542 | $172,878 ▼ | -1.9% | 100,173 | 0.3% | Medical |
ABT Abbott Laboratories | $8,733,396 | $915,151 ▲ | 11.7% | 65,838 | 0.2% | Medical |
CRM Salesforce | $8,548,303 | $3,530,261 ▲ | 70.4% | 31,854 | 0.2% | Computer and Technology |
LMBS First Trust Low Duration Opportunities ETF | $8,410,799 | $7,071,432 ▲ | 528.0% | 171,090 | 0.2% | Manufacturing |
GM General Motors | $8,365,984 | $94,954 ▲ | 1.1% | 177,886 | 0.2% | Auto/Tires/Trucks |
FNDF Schwab Fundamental International Equity ETF | $8,270,856 | $523,271 ▼ | -6.0% | 228,856 | 0.2% | ETF |
XLK Technology Select Sector SPDR Fund | $8,173,484 | $2,789,329 ▲ | 51.8% | 39,585 | 0.2% | ETF |
KO CocaCola | $8,168,726 | $1,167,339 ▲ | 16.7% | 114,056 | 0.2% | Consumer Staples |
PDI PIMCO Dynamic Income Fund | $8,035,664 | $103,336 ▲ | 1.3% | 405,842 | 0.2% | Financial Services |
MUB iShares National Muni Bond ETF | $7,951,365 | $5,322,525 ▼ | -40.1% | 75,411 | 0.2% | ETF |
AXP American Express | $7,936,956 | $5,002,435 ▲ | 170.5% | 29,500 | 0.2% | Finance |
SCHP Schwab U.S. TIPS ETF | $7,922,614 | $65,369 ▼ | -0.8% | 294,631 | 0.2% | ETF |
EFA iShares MSCI EAFE ETF | $7,872,764 | $5,672,990 ▲ | 257.9% | 96,326 | 0.2% | Finance |
VHT Vanguard Health Care ETF | $7,759,622 | $7,222,476 ▲ | 1,344.6% | 29,311 | 0.2% | ETF |
SYK Stryker | $7,750,675 | $1,353,139 ▼ | -14.9% | 20,821 | 0.2% | Medical |
XLE Energy Select Sector SPDR Fund | $7,680,571 | $1,249,521 ▲ | 19.4% | 82,189 | 0.2% | ETF |
PG Procter & Gamble | $7,585,460 | $963,052 ▲ | 14.5% | 44,510 | 0.2% | Consumer Staples |
VTEB Vanguard Tax-Exempt Bond ETF | $7,578,757 | $6,108,170 ▼ | -44.6% | 152,736 | 0.2% | ETF |
CDL VictoryShares US Large Cap High Div Volatility Wtd ETF | $7,488,624 | $7,488,624 ▲ | New Holding | 109,339 | 0.2% | Manufacturing |
SCHG Schwab U.S. Large-Cap Growth ETF | $7,482,229 | $6,760,701 ▲ | 937.0% | 298,811 | 0.2% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $7,403,419 | $511,712 ▲ | 7.4% | 68,115 | 0.2% | Finance |
SO Southern | $7,375,643 | $2,073,095 ▲ | 39.1% | 80,214 | 0.2% | Utilities |
TSLA Tesla | $7,329,602 | $540,870 ▲ | 8.0% | 28,282 | 0.2% | Auto/Tires/Trucks |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $7,321,468 | $916,659 ▲ | 14.3% | 220,261 | 0.2% | ETF |
GMED Globus Medical | $7,172,684 | $7,172,684 ▲ | New Holding | 97,987 | 0.2% | Medical |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $7,039,307 | $363,273 ▼ | -4.9% | 140,002 | 0.2% | Manufacturing |
CFA VictoryShares US 500 Volatility Wtd ETF | $7,023,006 | $7,023,006 ▲ | New Holding | 83,172 | 0.2% | Manufacturing |
