VBK Vanguard Small-Cap Growth ETF | $876,238 | $12,790,195 ▼ | -93.6% | 3,164 | 9.9% | ETF |
J P MORGAN EXCHANGE TRADED F
| $755,512 | $4,271,874 ▼ | -85.0% | 14,098 | 8.5% | ACTIVE BOND ETF |
BNDX Vanguard Total International Bond ETF | $750,225 | $11,121,975 ▼ | -93.7% | 15,153 | 8.5% | ETF |
AVMA Avantis Moderate Allocation ETF | $597,792 | $369,555 ▼ | -38.2% | 9,725 | 6.8% | ETF |
IVV iShares Core S&P 500 ETF | $537,699 | $5,182,648 ▼ | -90.6% | 866 | 6.1% | ETF |
BSV Vanguard Short-Term Bond ETF | $465,196 | $10,458,214 ▼ | -95.7% | 5,911 | 5.3% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $403,592 | $9,341,761 ▼ | -95.9% | 13,941 | 4.6% | ETF |
SPY SPDR S&P 500 ETF Trust | $397,895 | $32,128 ▼ | -7.5% | 644 | 4.5% | Finance |
DFGR Dimensional Global Real Estate ETF | $367,169 | $4,072,101 ▼ | -91.7% | 13,685 | 4.1% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $348,096 | $8,152,817 ▼ | -95.9% | 6,451 | 3.9% | ETF |
NVDA NVIDIA | $299,391 | $4,898 ▲ | 1.7% | 1,895 | 3.4% | Computer and Technology |
VB Vanguard Small-Cap ETF | $297,410 | $10,525,470 ▼ | -97.3% | 1,255 | 3.4% | ETF |
BRK.B Berkshire Hathaway | $288,062 | $2,096,586 ▼ | -87.9% | 593 | 3.3% | Finance |
CGXU Capital Group International Focus Equity ETF | $280,904 | $8,934,777 ▼ | -97.0% | 10,354 | 3.2% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $277,247 | $4,527,203 ▼ | -94.2% | 2,063 | 3.1% | ETF |
JPM JPMorgan Chase & Co. | $269,956 | $881,489 ▼ | -76.6% | 931 | 3.0% | Finance |
BBHY JPMorgan BetaBuilders USD High Yield Corporate Bond ETF | $266,641 | $3,369,881 ▼ | -92.7% | 5,717 | 3.0% | ETF |
GSIE Goldman Sachs ActiveBeta International Equity ETF | $255,807 | $5,203,789 ▼ | -95.3% | 6,450 | 2.9% | ETF |
CRM Salesforce | $245,421 | $7,090 ▼ | -2.8% | 900 | 2.8% | Computer and Technology |
CGGR Capital Group Growth ETF | $234,185 | $5,827,755 ▼ | -96.1% | 5,761 | 2.6% | ETF |
VBR Vanguard Small-Cap Value ETF | $223,481 | $2,477,207 ▼ | -91.7% | 1,146 | 2.5% | ETF |
SPMO Invesco S&P 500 Momentum ETF | $208,182 | $208,182 ▲ | New Holding | 1,851 | 2.4% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $208,177 | $216,635 ▼ | -51.0% | 4,209 | 2.4% | ETF |
RODM Hartford Multifactor Developed Markets (ex-US) ETF | $0 | $5,076,348 ▼ | -100.0% | 0 | 0.0% | ETF |
DFLV Dimensional US Large Cap Value ETF | $0 | $3,787,990 ▼ | -100.0% | 0 | 0.0% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $0 | $3,774,467 ▼ | -100.0% | 0 | 0.0% | ETF |
IJR iShares Core S&P Small-Cap ETF | $0 | $3,217,242 ▼ | -100.0% | 0 | 0.0% | ETF |
BRK.A Berkshire Hathaway | $0 | $3,193,766 ▼ | -100.0% | 0 | 0.0% | Finance |
AVUV Avantis U.S. Small Cap Value ETF | $0 | $3,067,611 ▼ | -100.0% | 0 | 0.0% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $0 | $2,136,149 ▼ | -100.0% | 0 | 0.0% | ETF |
AAPL Apple | $0 | $2,111,169 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
JMST JPMorgan Ultra-Short Municipal ETF | $0 | $1,997,693 ▼ | -100.0% | 0 | 0.0% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $0 | $1,861,477 ▼ | -100.0% | 0 | 0.0% | Finance |
VTI Vanguard Total Stock Market ETF | $0 | $1,728,523 ▼ | -100.0% | 0 | 0.0% | ETF |
IWN iShares Russell 2000 Value ETF | $0 | $1,711,056 ▼ | -100.0% | 0 | 0.0% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $0 | $1,587,353 ▼ | -100.0% | 0 | 0.0% | ETF |
LLY Eli Lilly and Company | $0 | $1,550,233 ▼ | -100.0% | 0 | 0.0% | Medical |
DFAR Dimensional US Real Estate ETF | $0 | $1,378,470 ▼ | -100.0% | 0 | 0.0% | ETF |
VTV Vanguard Value ETF | $0 | $1,220,073 ▼ | -100.0% | 0 | 0.0% | ETF |
IWO iShares Russell 2000 Growth ETF | $0 | $1,179,430 ▼ | -100.0% | 0 | 0.0% | ETF |
IWD iShares Russell 1000 Value ETF | $0 | $1,067,444 ▼ | -100.0% | 0 | 0.0% | ETF |
IWB iShares Russell 1000 ETF | $0 | $1,061,627 ▼ | -100.0% | 0 | 0.0% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $0 | $979,554 ▼ | -100.0% | 0 | 0.0% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $0 | $874,206 ▼ | -100.0% | 0 | 0.0% | ETF |
O Realty Income | $0 | $784,988 ▼ | -100.0% | 0 | 0.0% | Finance |
RKT Rocket Companies | $0 | $767,954 ▼ | -100.0% | 0 | 0.0% | Finance |
SYK Stryker | $0 | $734,077 ▼ | -100.0% | 0 | 0.0% | Medical |
IWM iShares Russell 2000 ETF | $0 | $724,548 ▼ | -100.0% | 0 | 0.0% | Finance |
SCHC Schwab International Small-Cap Equity ETF | $0 | $661,842 ▼ | -100.0% | 0 | 0.0% | ETF |
VXUS Vanguard Total International Stock ETF | $0 | $608,206 ▼ | -100.0% | 0 | 0.0% | ETF |
IWF iShares Russell 1000 Growth ETF | $0 | $564,234 ▼ | -100.0% | 0 | 0.0% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $0 | $561,163 ▼ | -100.0% | 0 | 0.0% | ETF |
JPIN JPMorgan Diversified Return International Equity ETF | $0 | $558,429 ▼ | -100.0% | 0 | 0.0% | ETF |
JMUB JPMorgan Municipal ETF | $0 | $528,550 ▼ | -100.0% | 0 | 0.0% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $0 | $527,560 ▼ | -100.0% | 0 | 0.0% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $0 | $524,736 ▼ | -100.0% | 0 | 0.0% | ETF |
JNJ Johnson & Johnson | $0 | $521,401 ▼ | -100.0% | 0 | 0.0% | Medical |
SCHY Schwab International Dividend Equity ETF | $0 | $517,092 ▼ | -100.0% | 0 | 0.0% | ETF |
UBCP United Bancorp | $0 | $499,573 ▼ | -100.0% | 0 | 0.0% | Finance |
JSCP JPMorgan Short Duration Core Plus ETF | $0 | $483,666 ▼ | -100.0% | 0 | 0.0% | ETF |
AMZN Amazon.com | $0 | $482,880 ▼ | -100.0% | 0 | 0.0% | Retail/Wholesale |
IWV iShares Russell 3000 ETF | $0 | $481,225 ▼ | -100.0% | 0 | 0.0% | ETF |
NFLX Netflix | $0 | $472,793 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
VNQ Vanguard Real Estate ETF | $0 | $439,753 ▼ | -100.0% | 0 | 0.0% | ETF |
VTWV Vanguard Russell 2000 Value ETF | $0 | $434,006 ▼ | -100.0% | 0 | 0.0% | ETF |
COST Costco Wholesale | $0 | $403,848 ▼ | -100.0% | 0 | 0.0% | Retail/Wholesale |
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | $0 | $397,157 ▼ | -100.0% | 0 | 0.0% | ETF |
ISHARES BITCOIN TRUST ETF
| $0 | $387,493 ▼ | -100.0% | 0 | 0.0% | SHS BEN INT |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $0 | $385,386 ▼ | -100.0% | 0 | 0.0% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $0 | $382,624 ▼ | -100.0% | 0 | 0.0% | ETF |
VOO Vanguard S&P 500 ETF | $0 | $375,996 ▼ | -100.0% | 0 | 0.0% | ETF |
EEM iShares MSCI Emerging Markets ETF | $0 | $375,995 ▼ | -100.0% | 0 | 0.0% | Finance |
VUG Vanguard Growth ETF | $0 | $368,224 ▼ | -100.0% | 0 | 0.0% | ETF |
SPROTT PHYSICAL GOLD TR
| $0 | $360,900 ▼ | -100.0% | 0 | 0.0% | UNIT |
EFA iShares MSCI EAFE ETF | $0 | $359,122 ▼ | -100.0% | 0 | 0.0% | Finance |
MSFT Microsoft | $0 | $354,368 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
ABBV AbbVie | $0 | $348,432 ▼ | -100.0% | 0 | 0.0% | Medical |
SPYV SPDR Portfolio S&P 500 Value ETF | $0 | $332,517 ▼ | -100.0% | 0 | 0.0% | ETF |
CVX Chevron | $0 | $306,262 ▼ | -100.0% | 0 | 0.0% | Energy |
DFAI Dimensional International Core Equity Market ETF | $0 | $301,156 ▼ | -100.0% | 0 | 0.0% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $0 | $291,810 ▼ | -100.0% | 0 | 0.0% | ETF |
DFAU Dimensional US Core Equity Market ETF | $0 | $287,685 ▼ | -100.0% | 0 | 0.0% | ETF |
SCHA Schwab US Small-Cap ETF | $0 | $281,910 ▼ | -100.0% | 0 | 0.0% | ETF |
AVGV Avantis All Equity Markets Value ETF | $0 | $278,508 ▼ | -100.0% | 0 | 0.0% | ETF |
AVGE Avantis All Equity Markets ETF | $0 | $270,024 ▼ | -100.0% | 0 | 0.0% | ETF |
SCHF Schwab International Equity ETF | $0 | $259,672 ▼ | -100.0% | 0 | 0.0% | ETF |
J P MORGAN EXCHANGE TRADED F
| $0 | $249,600 ▼ | -100.0% | 0 | 0.0% | JPMORGAM LTD DUR |
AGYS Agilysys | $0 | $248,450 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
NSC Norfolk Southern | $0 | $246,798 ▼ | -100.0% | 0 | 0.0% | Transportation |
BND Vanguard Total Bond Market ETF | $0 | $239,888 ▼ | -100.0% | 0 | 0.0% | ETF |
XOM Exxon Mobil | $0 | $229,773 ▼ | -100.0% | 0 | 0.0% | Energy |
QQQ Invesco QQQ | $0 | $228,321 ▼ | -100.0% | 0 | 0.0% | Finance |
PG Procter & Gamble | $0 | $227,511 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
IJT iShares S&P Small-Cap 600 Growth ETF | $0 | $226,935 ▼ | -100.0% | 0 | 0.0% | ETF |
GE GE Aerospace | $0 | $225,113 ▼ | -100.0% | 0 | 0.0% | Aerospace |
KMI Kinder Morgan | $0 | $224,759 ▼ | -100.0% | 0 | 0.0% | Energy |
DFUV Dimensional US Marketwide Value ETF | $0 | $220,474 ▼ | -100.0% | 0 | 0.0% | ETF |
NFG National Fuel Gas | $0 | $215,793 ▼ | -100.0% | 0 | 0.0% | Energy |
TIP iShares TIPS Bond ETF | $0 | $213,182 ▼ | -100.0% | 0 | 0.0% | ETF |
IWR iShares Russell Mid-Cap ETF | $0 | $211,994 ▼ | -100.0% | 0 | 0.0% | ETF |
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