SPLG SPDR Portfolio S&P 500 ETF | $142,938,131 | $3,602,660 ▲ | 2.6% | 1,966,408 | 36.3% | ETF |
VTI Vanguard Total Stock Market ETF | $42,186,247 | $3,926,762 ▼ | -8.5% | 138,803 | 10.7% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $37,262,742 | $1,132,479 ▲ | 3.1% | 711,937 | 9.5% | ETF |
BRK.B Berkshire Hathaway | $22,129,246 | $408,532 ▲ | 1.9% | 45,555 | 5.6% | Finance |
SPTL SPDR Portfolio Long Term Treasury ETF | $18,965,109 | $168,358 ▲ | 0.9% | 713,511 | 4.8% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $17,373,448 | $669,907 ▲ | 4.0% | 429,080 | 4.4% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $8,745,657 | $288,819 ▲ | 3.4% | 341,628 | 2.2% | ETF |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $7,092,918 | $1,294,525 ▼ | -15.4% | 283,377 | 1.8% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $5,833,266 | $60,379 ▲ | 1.0% | 48,982 | 1.5% | ETF |
AAPL Apple | $5,383,765 | $195,523 ▲ | 3.8% | 26,241 | 1.4% | Computer and Technology |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $5,108,680 | $272,879 ▲ | 5.6% | 93,944 | 1.3% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $4,899,724 | $42,615 ▼ | -0.9% | 83,357 | 1.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $4,435,748 | $717,975 ▼ | -13.9% | 7,179 | 1.1% | Finance |
ABBV AbbVie | $4,421,848 | $8,539 ▼ | -0.2% | 23,822 | 1.1% | Medical |
IEF iShares 7-10 Year Treasury Bond ETF | $4,089,379 | $2,159,135 ▼ | -34.6% | 42,700 | 1.0% | ETF |
AVGO Broadcom | $3,696,271 | $888,439 ▲ | 31.6% | 13,409 | 0.9% | Computer and Technology |
VONG Vanguard Russell 1000 Growth ETF | $3,458,470 | $2,730 ▼ | -0.1% | 31,671 | 0.9% | ETF |
VTHR Vanguard Russell 3000 ETF | $3,422,837 | $114,831 ▲ | 3.5% | 12,549 | 0.9% | ETF |
VONV Vanguard Russell 1000 Value ETF | $3,106,507 | $12,355 ▼ | -0.4% | 36,457 | 0.8% | ETF |
GLDM SPDR Gold MiniShares Trust | $3,078,551 | $91,794 ▲ | 3.1% | 46,986 | 0.8% | Finance |
VEU Vanguard FTSE All-World ex-US ETF | $2,995,204 | $2,271,644 ▼ | -43.1% | 44,558 | 0.8% | ETF |
ABT Abbott Laboratories | $2,781,045 | $30,195 ▲ | 1.1% | 20,447 | 0.7% | Medical |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $2,706,333 | $218,675 ▲ | 8.8% | 36,138 | 0.7% | ETF |
GOOG Alphabet | $2,358,979 | $186,795 ▲ | 8.6% | 13,298 | 0.6% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $2,201,116 | $21,017 ▲ | 1.0% | 3,875 | 0.6% | ETF |
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF | $1,983,382 | $24,185 ▲ | 1.2% | 80,040 | 0.5% | ETF |
RIV RiverNorth Opportunities Fund | $1,686,990 | $299,095 ▲ | 21.6% | 137,601 | 0.4% | Financial Services |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $1,628,109 | $2,181,239 ▼ | -57.3% | 17,749 | 0.4% | ETF |
IWV iShares Russell 3000 ETF | $1,491,399 | | 0.0% | 4,249 | 0.4% | ETF |
AMZN Amazon.com | $1,449,733 | $91,705 ▲ | 6.8% | 6,608 | 0.4% | Retail/Wholesale |
SPGM SPDR Portfolio MSCI Global Stock Market ETF | $1,391,499 | $155,316 ▲ | 12.6% | 20,167 | 0.4% | ETF |
TSLA Tesla | $1,380,871 | $52,096 ▲ | 3.9% | 4,347 | 0.4% | Auto/Tires/Trucks |
VEA Vanguard FTSE Developed Markets ETF | $1,351,536 | $130,211 ▼ | -8.8% | 23,707 | 0.3% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $1,239,821 | $42,251 ▼ | -3.3% | 50,854 | 0.3% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $1,058,813 | $250,787 ▲ | 31.0% | 11,108 | 0.3% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $997,839 | $17,496 ▼ | -1.7% | 12,034 | 0.3% | ETF |
IWF iShares Russell 1000 Growth ETF | $948,530 | $142,662 ▼ | -13.1% | 2,234 | 0.2% | ETF |
VTWO Vanguard Russell 2000 ETF | $862,565 | $20,060 ▲ | 2.4% | 9,890 | 0.2% | ETF |
VTV Vanguard Value ETF | $837,571 | $372,038 ▼ | -30.8% | 4,739 | 0.2% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $776,837 | $8,499 ▼ | -1.1% | 1,371 | 0.2% | ETF |
SMH VanEck Semiconductor ETF | $740,394 | $330,458 ▲ | 80.6% | 2,655 | 0.2% | Manufacturing |
GLD SPDR Gold Shares | $731,288 | $23,472 ▲ | 3.3% | 2,399 | 0.2% | Finance |
MSFT Microsoft | $691,400 | $2,496,004 ▼ | -78.3% | 1,390 | 0.2% | Computer and Technology |
GOOGL Alphabet | $662,616 | $24,496 ▲ | 3.8% | 3,760 | 0.2% | Computer and Technology |
AGG iShares Core U.S. Aggregate Bond ETF | $599,168 | $752,531 ▼ | -55.7% | 6,040 | 0.2% | Finance |
AXP American Express | $571,838 | | 0.0% | 1,793 | 0.1% | Finance |
VBR Vanguard Small-Cap Value ETF | $560,055 | $13,455 ▲ | 2.5% | 2,872 | 0.1% | ETF |
VBK Vanguard Small-Cap Growth ETF | $530,175 | $52,907 ▲ | 11.1% | 1,914 | 0.1% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $506,798 | $20,643 ▲ | 4.2% | 11,858 | 0.1% | ETF |
CRM Salesforce | $506,563 | $14,177 ▲ | 2.9% | 1,858 | 0.1% | Computer and Technology |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $506,498 | $186,838 ▼ | -26.9% | 11,890 | 0.1% | ETF |
HD Home Depot | $501,197 | $754,545 ▼ | -60.1% | 1,367 | 0.1% | Retail/Wholesale |
V Visa | $495,164 | $355 ▲ | 0.1% | 1,395 | 0.1% | Business Services |
VTWV Vanguard Russell 2000 Value ETF | $430,888 | $48,680 ▼ | -10.2% | 3,098 | 0.1% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $412,689 | | 0.0% | 6,900 | 0.1% | ETF |
STX Seagate Technology | $410,856 | | 0.0% | 2,847 | 0.1% | Computer and Technology |
SHM SPDR Nuveen ICE Short Term Municipal Bond ETF | $380,548 | $74,474 ▼ | -16.4% | 7,956 | 0.1% | Finance |
BWX SPDR Bloomberg International Treasury Bond ETF | $378,575 | $43,434 ▲ | 13.0% | 16,116 | 0.1% | Finance |
XLK Technology Select Sector SPDR Fund | $367,621 | $367,621 ▲ | New Holding | 1,452 | 0.1% | ETF |
SDY SPDR S&P Dividend ETF | $358,819 | $136 ▲ | 0.0% | 2,644 | 0.1% | ETF |
WM Waste Management | $349,442 | $1,144 ▲ | 0.3% | 1,527 | 0.1% | Business Services |
KO CocaCola | $345,217 | $124,884 ▼ | -26.6% | 4,879 | 0.1% | Consumer Staples |
JNK SPDR Bloomberg High Yield Bond ETF | $343,475 | $7,879 ▼ | -2.2% | 3,531 | 0.1% | Finance |
BA Boeing | $311,065 | $46,293 ▲ | 17.5% | 1,485 | 0.1% | Aerospace |
VIG Vanguard Dividend Appreciation ETF | $307,005 | $5,726,667 ▼ | -94.9% | 1,500 | 0.1% | ETF |
VYM Vanguard High Dividend Yield ETF | $291,755 | $120,754 ▼ | -29.3% | 2,189 | 0.1% | ETF |
ADP Automatic Data Processing | $283,220 | $1,234 ▲ | 0.4% | 918 | 0.1% | Computer and Technology |
AMD Advanced Micro Devices | $281,673 | $3,548 ▼ | -1.2% | 1,985 | 0.1% | Computer and Technology |
WMT Walmart | $230,272 | $842,375 ▼ | -78.5% | 2,355 | 0.1% | Retail/Wholesale |
TFC Truist Financial | $223,529 | $44,104 ▼ | -16.5% | 5,200 | 0.1% | Finance |
QQQ Invesco QQQ | $216,795 | $10,418,848 ▼ | -98.0% | 393 | 0.1% | Finance |
SMBK SmartFinancial | $211,497 | $211,497 ▲ | New Holding | 6,261 | 0.1% | Finance |
VGT Vanguard Information Technology ETF | $207,043 | $207,043 ▲ | New Holding | 312 | 0.1% | ETF |
AWP abrdn Global Premier Properties Fund | $201,913 | $201,913 ▲ | New Holding | 50,988 | 0.1% | Financial Services |
SHOPIFY INC
| $3,400 | $3,400 ▲ | New Holding | 0 | 0.0% | CALL |
AMAZON COM INC
| $980 | $980 ▲ | New Holding | 0 | 0.0% | CALL |
ALPHABET INC
| $975 | $975 ▲ | New Holding | 1 | 0.0% | PUT |
AMGEN INC
| $864 | $864 ▲ | New Holding | 1 | 0.0% | PUT |
ALPHABET INC
| $690 | $690 ▲ | New Holding | 0 | 0.0% | CALL |
AMAZON COM INC
| $640 | $640 ▲ | New Holding | 1 | 0.0% | PUT |
SHOPIFY INC
| $510 | $510 ▲ | New Holding | 2 | 0.0% | PUT |
SELECT SECTOR SPDR TR
| $144 | $144 ▲ | New Holding | 3 | 0.0% | CALL |
IUSG iShares Core S&P U.S. Growth ETF | $0 | $47,068,988 ▼ | -100.0% | 0 | 0.0% | Manufacturing |
IEFA iShares Core MSCI EAFE ETF | $0 | $27,098,851 ▼ | -100.0% | 0 | 0.0% | ETF |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $0 | $26,004,749 ▼ | -100.0% | 0 | 0.0% | ETF |
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF | $0 | $19,689,769 ▼ | -100.0% | 0 | 0.0% | ETF |
IAU iShares Gold Trust | $0 | $9,256,018 ▼ | -100.0% | 0 | 0.0% | Finance |
QUAL iShares MSCI USA Quality Factor ETF | $0 | $8,438,154 ▼ | -100.0% | 0 | 0.0% | ETF |
OEF iShares S&P 100 ETF | $0 | $8,317,605 ▼ | -100.0% | 0 | 0.0% | ETF |
PYLD PIMCO Multi Sector Bond Active ETF | $0 | $3,563,853 ▼ | -100.0% | 0 | 0.0% | ETF |
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund | $0 | $3,457,202 ▼ | -100.0% | 0 | 0.0% | ETF |
QQQM Invesco NASDAQ 100 ETF | $0 | $3,290,330 ▼ | -100.0% | 0 | 0.0% | ETF |
HYDB iShares High Yield Systematic Bond ETF | $0 | $3,279,578 ▼ | -100.0% | 0 | 0.0% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $0 | $3,052,556 ▼ | -100.0% | 0 | 0.0% | ETF |
NVDA NVIDIA | $0 | $2,990,815 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
IGEB iShares Investment Grade Systematic Bond ETF | $0 | $2,875,883 ▼ | -100.0% | 0 | 0.0% | ETF |
PG Procter & Gamble | $0 | $2,865,620 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
PDI PIMCO Dynamic Income Fund | $0 | $2,615,542 ▼ | -100.0% | 0 | 0.0% | Financial Services |
META Meta Platforms | $0 | $2,559,608 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
BINC iShares Flexible Income Active ETF | $0 | $2,513,826 ▼ | -100.0% | 0 | 0.0% | ETF |
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