VOO Vanguard S&P 500 ETF | $16,698,928 | $195,052 â–² | 1.2% | 24,314 | 7.4% | ETF |
MGK Vanguard Mega Cap Growth ETF | $9,820,074 | $7,802,012 â–² | 386.6% | 111,706 | 4.3% | ETF |
IVV iShares Core S&P 500 ETF | $9,504,674 | $1,445,322 â–² | 17.9% | 12,692 | 4.2% | ETF |
MGV Vanguard Mega Cap Value ETF | $6,892,033 | $39,718 â–¼ | -0.6% | 42,166 | 3.0% | ETF |
FBND Fidelity Total Bond ETF | $6,589,443 | $209,208 â–² | 3.3% | 144,855 | 2.9% | ETF |
IEFA iShares Core MSCI EAFE ETF | $6,334,575 | $92,330 â–² | 1.5% | 65,589 | 2.8% | ETF |
QQQ Invesco QQQ | $5,361,559 | $35,346 â–² | 0.7% | 7,281 | 2.4% | ETF |
NVDA NVIDIA | $5,361,212 | $280,926 â–² | 5.5% | 26,794 | 2.4% | Technology |
VB Vanguard Small-Cap ETF | $4,882,769 | $21,522 â–¼ | -0.4% | 16,108 | 2.2% | ETF |
VYM Vanguard High Dividend Yield ETF | $4,707,302 | $825,086 â–² | 21.3% | 29,787 | 2.1% | ETF |
AAPL Apple | $4,520,962 | $34,144 â–² | 0.8% | 15,624 | 2.0% | Technology |
VOE Vanguard Mid-Cap Value ETF | $3,965,167 | $118,163 â–² | 3.1% | 20,067 | 1.7% | ETF |
GOOGL Alphabet | $3,738,805 | $54,678 â–¼ | -1.4% | 10,462 | 1.6% | Communication Services |
AMZN Amazon.com | $3,680,446 | $2,622 â–¼ | -0.1% | 15,442 | 1.6% | Consumer Discretionary |
VFMF Vanguard US Multifactor ETF | $3,398,805 | $259,255 â–² | 8.3% | 19,206 | 1.5% | ETF |
VTI Vanguard Total Stock Market ETF | $3,046,201 | $34,784 â–¼ | -1.1% | 8,232 | 1.3% | ETF |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $2,990,831 | $37,401 â–² | 1.3% | 29,668 | 1.3% | ETF |
VBR Vanguard Small-Cap Value ETF | $2,911,506 | $11,907 â–¼ | -0.4% | 11,982 | 1.3% | ETF |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $2,596,803 | $813,213 â–¼ | -23.8% | 28,337 | 1.1% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $2,583,200 | $24,106 â–¼ | -0.9% | 31,183 | 1.1% | ETF |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $2,339,043 | $30,309 â–² | 1.3% | 29,249 | 1.0% | ETF |
HYDB iShares High Yield Systematic Bond ETF | $2,230,904 | $25,116 â–² | 1.1% | 47,699 | 1.0% | ETF |
GOOG Alphabet | $2,147,186 | $2,473 â–¼ | -0.1% | 6,077 | 0.9% | Communication Services |
MSFT Microsoft | $2,134,420 | $229,034 â–¼ | -9.7% | 5,722 | 0.9% | Technology |
VOT Vanguard Mid-Cap Growth ETF | $1,975,941 | $57,891 â–¼ | -2.8% | 6,451 | 0.9% | ETF |
JNK SPDR Bloomberg High Yield Bond ETF | $1,955,733 | $44,523 â–¼ | -2.2% | 20,294 | 0.9% | ETF |
VFMO Vanguard U.S. Momentum Factor ETF | $1,854,734 | $126,992 â–² | 7.4% | 7,434 | 0.8% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $1,831,628 | $869,217 â–² | 90.3% | 22,307 | 0.8% | ETF |
VXF Vanguard Extended Market ETF | $1,784,038 | $22,898 â–¼ | -1.3% | 7,246 | 0.8% | ETF |
VUG Vanguard Growth ETF | $1,753,638 | $1,456,455 â–² | 490.1% | 20,358 | 0.8% | ETF |
AMD Advanced Micro Devices | $1,710,780 | $133,028 â–¼ | -7.2% | 2,945 | 0.8% | Technology |
AVGO Broadcom | $1,645,479 | $162,055 â–² | 10.9% | 4,356 | 0.7% | Technology |
VBK Vanguard Small-Cap Growth ETF | $1,592,989 | $1,097 â–² | 0.1% | 4,356 | 0.7% | ETF |
MU Micron Technology | $1,549,057 | $148,903 â–¼ | -8.8% | 1,342 | 0.7% | Technology |
BRK.B Berkshire Hathaway | $1,512,679 | $70,055 â–¼ | -4.4% | 3,023 | 0.7% | Finance |
BRK.A Berkshire Hathaway | $1,497,700 | | 0.0% | 2 | 0.7% | Finance |
WDC Western Digital | $1,442,868 | $845,665 â–² | 141.6% | 2,259 | 0.6% | Technology |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $1,322,444 | $479 â–² | 0.0% | 24,872 | 0.6% | ETF |
FTHY First Trust High Yield Opportunities 2027 Term Fund | $1,295,184 | | 0.0% | 94,539 | 0.6% | |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $1,275,862 | $59,459 â–² | 4.9% | 30,084 | 0.6% | ETF |
CAT Caterpillar | $1,273,620 | $6,389 â–¼ | -0.5% | 1,196 | 0.6% | Industrials |
UTHR United Therapeutics | $1,234,831 | $9,753 â–¼ | -0.8% | 2,279 | 0.5% | Healthcare |
IEI iShares 3-7 Year Treasury Bond ETF | $1,233,695 | $148,104 â–² | 13.6% | 10,504 | 0.5% | ETF |
ARM HOLDINGS PLC
| $1,200,929 | $133,318 â–¼ | -10.0% | 3,387 | 0.5% | SPONSORED ADS |
META Meta Platforms | $1,200,371 | $13,519 â–¼ | -1.1% | 2,131 | 0.5% | Communication Services |
RSP Invesco S&P 500 Equal Weight ETF | $1,186,406 | $172,982 â–¼ | -12.7% | 5,576 | 0.5% | ETF |
SCHD Schwab US Dividend Equity ETF | $1,175,268 | $800,043 â–² | 213.2% | 37,063 | 0.5% | ETF |
JPM JPMorgan Chase & Co. | $1,166,931 | $357,772 â–² | 44.2% | 3,565 | 0.5% | Finance |
GOVT iShares U.S. Treasury Bond ETF | $1,160,527 | $125,381 â–² | 12.1% | 50,945 | 0.5% | ETF |
VTV Vanguard Value ETF | $1,132,800 | $59,277 â–² | 5.5% | 5,198 | 0.5% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $1,124,797 | $3,632 â–² | 0.3% | 12,389 | 0.5% | ETF |
ORCL Oracle | $1,086,375 | $8,793 â–¼ | -0.8% | 7,413 | 0.5% | Technology |
MTUM iShares MSCI USA Momentum Factor ETF | $1,048,031 | $57,595 â–¼ | -5.2% | 3,057 | 0.5% | ETF |
NVMI Nova | $1,031,586 | $101,530 â–² | 10.9% | 1,900 | 0.5% | Technology |
DEFINIUM THERAPEUTICS INC
| $1,012,442 | $1,012,442 â–² | New Holding | 21,523 | 0.4% | COM SHS |
SYF Synchrony Financial | $1,001,426 | $14,069 â–¼ | -1.4% | 13,168 | 0.4% | Finance |
LLY Eli Lilly and Company | $978,735 | $3,598 â–¼ | -0.4% | 816 | 0.4% | Healthcare |
NBDS Neuberger Berman Disrupters ETF | $947,028 | | 0.0% | 22,304 | 0.4% | ETF |
NEM Newmont | $927,929 | $53,612 â–¼ | -5.5% | 9,935 | 0.4% | Materials |
ASML ASML | $925,090 | $93,504 â–² | 11.2% | 465 | 0.4% | Technology |
HYI Western Asset High Yield Defined Opportunity Fund | $888,009 | | 0.0% | 83,538 | 0.4% | Finance |
T AT&T | $887,099 | $96,710 â–² | 12.2% | 42,855 | 0.4% | Communication Services |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | $847,875 | $11,848 â–² | 1.4% | 16,531 | 0.4% | ETF |
AMGN Amgen | $845,550 | $362 â–² | 0.0% | 2,335 | 0.4% | Healthcare |
FOXA FOX | $840,558 | $16,222 â–² | 2.0% | 16,115 | 0.4% | Communication Services |
V Visa | $832,679 | $4,117 â–² | 0.5% | 2,427 | 0.4% | Finance |
TIP iShares TIPS Bond ETF | $808,141 | $6,894 â–² | 0.9% | 7,385 | 0.4% | ETF |
EXEL Exelixis | $798,249 | $5,332 â–¼ | -0.7% | 14,671 | 0.4% | Healthcare |
PG Procter & Gamble | $757,542 | $2,640 â–¼ | -0.3% | 5,166 | 0.3% | Consumer Staples |
TLH iShares 10-20 Year Treasury Bond ETF | $754,231 | $45,057 â–² | 6.4% | 7,516 | 0.3% | ETF |
SHOPIFY INC
| $752,446 | $29,915 â–² | 4.1% | 6,590 | 0.3% | CL A SUB VTG SHS |
IDEV iShares Core MSCI International Developed Markets ETF | $720,180 | $15,221 â–¼ | -2.1% | 8,091 | 0.3% | ETF |
KLAC KLA | $719,578 | $648,374 â–² | 910.6% | 2,385 | 0.3% | Technology |
TSLA Tesla | $693,569 | $54,678 â–² | 8.6% | 1,649 | 0.3% | Consumer Discretionary |
FAUG FT Vest U.S. Equity Buffer ETF - August | $686,818 | $232,009 â–² | 51.0% | 12,155 | 0.3% | ETF |
FNOV FT Vest U.S. Equity Buffer ETF - November | $686,790 | $229,924 â–² | 50.3% | 11,742 | 0.3% | ETF |
FDEC FT Vest U.S. Equity Buffer ETF - December | $686,778 | $230,451 â–² | 50.5% | 12,609 | 0.3% | ETF |
FSEP FT Vest U.S. Equity Buffer ETF - September | $686,242 | $229,243 â–² | 50.2% | 12,459 | 0.3% | ETF |
FJUL FT Vest U.S. Equity Buffer ETF - July | $685,424 | $232,444 â–² | 51.3% | 11,512 | 0.3% | ETF |
FMAY FT Vest U.S. Equity Buffer ETF - May | $685,247 | $241,492 â–² | 54.4% | 12,193 | 0.3% | ETF |
FOCT FT Vest U.S. Equity Buffer ETF - October | $685,208 | $228,769 â–² | 50.1% | 13,104 | 0.3% | ETF |
FFEB FT Vest U.S. Equity Buffer ETF - February | $685,049 | $229,651 â–² | 50.4% | 11,234 | 0.3% | ETF |
FAPR FT Vest U.S. Equity Buffer ETF - April | $684,975 | $253,798 â–² | 58.9% | 14,655 | 0.3% | ETF |
FMAR FT Vest U.S. Equity Buffer ETF - March | $684,345 | $234,334 â–² | 52.1% | 13,095 | 0.3% | ETF |
FJAN FT Vest U.S. Equity Buffer ETF - January | $683,942 | $228,623 â–² | 50.2% | 12,415 | 0.3% | ETF |
FJUN FT Vest U.S. Equity Buffer ETF - June | $683,370 | $241,539 â–² | 54.7% | 11,399 | 0.3% | ETF |
MPWR Monolithic Power Systems | $677,356 | $66,353 â–² | 10.9% | 490 | 0.3% | Technology |
UAL United Airlines | $655,336 | $40,253 â–¼ | -5.8% | 4,819 | 0.3% | Industrials |
PANW Palo Alto Networks | $649,643 | $48,766 â–² | 8.1% | 1,905 | 0.3% | Technology |
CWB SPDR Bloomberg Convertible Securities ETF | $648,861 | $55,527 â–¼ | -7.9% | 6,018 | 0.3% | ETF |
HIG The Hartford Insurance Group | $645,770 | $2,783 â–² | 0.4% | 4,873 | 0.3% | Finance |
PTGX Protagonist Therapeutics | $641,706 | $373,133 â–² | 138.9% | 5,235 | 0.3% | Healthcare |
VO Vanguard Mid-Cap ETF | $641,659 | $401,802 â–² | 167.5% | 7,964 | 0.3% | ETF |
VEEV Veeva Systems | $620,258 | $6,211 â–² | 1.0% | 3,495 | 0.3% | Healthcare |
SNOW Snowflake | $618,435 | $60,062 â–² | 10.8% | 2,430 | 0.3% | Technology |
BNDX Vanguard Total International Bond ETF | $617,725 | $8,621 â–² | 1.4% | 12,755 | 0.3% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $607,407 | $5,102 â–² | 0.8% | 12,976 | 0.3% | ETF |
AFL Aflac | $592,816 | $469 â–¼ | -0.1% | 5,056 | 0.3% | Finance |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $590,941 | $23,995 â–¼ | -3.9% | 5,418 | 0.3% | ETF |
HOOD Robinhood Markets | $588,343 | $55,756 â–² | 10.5% | 5,867 | 0.3% | Finance |
