IVW iShares S&P 500 Growth ETF | $13,161,872 | $542,902 ▼ | -4.0% | 119,545 | 7.5% | ETF |
AAPL Apple | $8,000,385 | $33,237 ▲ | 0.4% | 38,994 | 4.6% | Computer and Technology |
OEF iShares S&P 100 ETF | $7,895,143 | $65,435 ▼ | -0.8% | 25,941 | 4.5% | ETF |
MSFT Microsoft | $7,623,696 | $222,837 ▼ | -2.8% | 15,327 | 4.4% | Computer and Technology |
SUSL iShares ESG MSCI USA Leaders ETF | $7,388,712 | $224,285 ▼ | -2.9% | 68,193 | 4.2% | Manufacturing |
IVV iShares Core S&P 500 ETF | $6,502,685 | $2,494,776 ▼ | -27.7% | 10,473 | 3.7% | ETF |
MRK Merck & Co., Inc. | $5,809,023 | $219,432 ▼ | -3.6% | 73,383 | 3.3% | Medical |
VIG Vanguard Dividend Appreciation ETF | $5,302,822 | $141,632 ▲ | 2.7% | 25,909 | 3.0% | ETF |
SPY SPDR S&P 500 ETF Trust | $5,284,983 | $1,607,613 ▲ | 43.7% | 8,554 | 3.0% | Finance |
IVE iShares S&P 500 Value ETF | $5,231,212 | $181,350 ▲ | 3.6% | 26,769 | 3.0% | ETF |
IWF iShares Russell 1000 Growth ETF | $5,099,229 | | 0.0% | 12,010 | 2.9% | ETF |
IWD iShares Russell 1000 Value ETF | $4,254,414 | $1,786,916 ▲ | 72.4% | 21,904 | 2.4% | ETF |
XOM Exxon Mobil | $3,761,157 | $46,678 ▼ | -1.2% | 34,890 | 2.2% | Energy |
EFV iShares MSCI EAFE Value ETF | $3,752,493 | $634,165 ▲ | 20.3% | 59,113 | 2.2% | ETF |
EFG iShares MSCI EAFE Growth ETF | $3,523,072 | $93,744 ▼ | -2.6% | 31,456 | 2.0% | ETF |
IYW iShares U.S. Technology ETF | $2,938,028 | $15,941 ▲ | 0.5% | 16,956 | 1.7% | Manufacturing |
QUAL iShares MSCI USA Quality Factor ETF | $2,660,945 | $121,575 ▲ | 4.8% | 14,555 | 1.5% | ETF |
JPM JPMorgan Chase & Co. | $2,494,405 | $40,878 ▼ | -1.6% | 8,604 | 1.4% | Finance |
NVDA NVIDIA | $2,340,164 | $24,015 ▲ | 1.0% | 14,812 | 1.3% | Computer and Technology |
IUSB iShares Core Total USD Bond Market ETF | $2,203,368 | $51,546 ▼ | -2.3% | 47,661 | 1.3% | Manufacturing |
VGT Vanguard Information Technology ETF | $2,184,947 | $167,154 ▼ | -7.1% | 3,294 | 1.3% | ETF |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $2,074,545 | $9,095 ▲ | 0.4% | 38,093 | 1.2% | ETF |
AMZN Amazon.com | $1,754,023 | $1,755 ▼ | -0.1% | 7,995 | 1.0% | Retail/Wholesale |
KR Kroger | $1,732,828 | $39,523 ▼ | -2.2% | 24,158 | 1.0% | Retail/Wholesale |
VYM Vanguard High Dividend Yield ETF | $1,630,559 | $225,967 ▲ | 16.1% | 12,231 | 0.9% | ETF |
LMT Lockheed Martin | $1,616,358 | $2,316 ▼ | -0.1% | 3,490 | 0.9% | Aerospace |
KO CocaCola | $1,544,554 | $7,075 ▼ | -0.5% | 21,831 | 0.9% | Consumer Staples |
IEMG iShares Core MSCI Emerging Markets ETF | $1,473,316 | $633,857 ▲ | 75.5% | 24,543 | 0.8% | ETF |
JNJ Johnson & Johnson | $1,397,982 | $9,012 ▼ | -0.6% | 9,152 | 0.8% | Medical |
GOOGL Alphabet | $1,338,642 | $221,521 ▲ | 19.8% | 7,596 | 0.8% | Computer and Technology |
MS Morgan Stanley | $1,327,659 | $3,522 ▼ | -0.3% | 9,425 | 0.8% | Finance |
WMT Walmart | $1,299,331 | $14,961 ▼ | -1.1% | 13,288 | 0.7% | Retail/Wholesale |
IVLU iShares MSCI Intl Value Factor ETF | $1,298,497 | $5,822 ▼ | -0.4% | 39,480 | 0.7% | ETF |
IEFA iShares Core MSCI EAFE ETF | $1,249,696 | $216,046 ▼ | -14.7% | 14,970 | 0.7% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $1,242,759 | $20,010 ▼ | -1.6% | 53,475 | 0.7% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $1,232,614 | $180,087 ▼ | -12.7% | 25,140 | 0.7% | ETF |
META Meta Platforms | $1,228,932 | $5,167 ▲ | 0.4% | 1,665 | 0.7% | Computer and Technology |
ESGU iShares ESG Aware MSCI USA ETF | $1,191,451 | $64,673 ▼ | -5.1% | 8,806 | 0.7% | Manufacturing |
SCHD Schwab US Dividend Equity ETF | $1,073,477 | $199,622 ▲ | 22.8% | 40,509 | 0.6% | ETF |
MCD McDonald's | $990,823 | $2,630 ▲ | 0.3% | 3,391 | 0.6% | Retail/Wholesale |
TLH iShares 10-20 Year Treasury Bond ETF | $975,970 | $232,562 ▲ | 31.3% | 9,606 | 0.6% | ETF |
PG Procter & Gamble | $967,499 | $14,497 ▼ | -1.5% | 6,073 | 0.6% | Consumer Staples |
VEA Vanguard FTSE Developed Markets ETF | $940,649 | $290,176 ▲ | 44.6% | 16,500 | 0.5% | ETF |
MUB iShares National Muni Bond ETF | $904,170 | $18,702 ▼ | -2.0% | 8,654 | 0.5% | ETF |
VUG Vanguard Growth ETF | $896,184 | $31,130 ▼ | -3.4% | 2,044 | 0.5% | ETF |
T AT&T | $857,614 | $3,704 ▼ | -0.4% | 29,634 | 0.5% | Computer and Technology |
IWV iShares Russell 3000 ETF | $853,406 | $32,297 ▼ | -3.6% | 2,431 | 0.5% | ETF |
DVY iShares Select Dividend ETF | $824,352 | | 0.0% | 6,207 | 0.5% | ETF |
BMY Bristol Myers Squibb | $818,267 | $35,366 ▼ | -4.1% | 17,677 | 0.5% | Medical |
CAT Caterpillar | $815,628 | $24,069 ▼ | -2.9% | 2,101 | 0.5% | Industrials |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $797,952 | $266,569 ▼ | -25.0% | 5,909 | 0.5% | ETF |
PM Philip Morris International | $777,331 | $8,924 ▼ | -1.1% | 4,268 | 0.4% | Consumer Staples |
CSCO Cisco Systems | $750,830 | $25,324 ▼ | -3.3% | 10,822 | 0.4% | Computer and Technology |
USMV iShares MSCI USA Min Vol Factor ETF | $743,732 | $14,925 ▼ | -2.0% | 7,923 | 0.4% | ETF |
HD Home Depot | $740,350 | $15,768 ▼ | -2.1% | 2,019 | 0.4% | Retail/Wholesale |
SO Southern | $735,266 | $1,377 ▼ | -0.2% | 8,007 | 0.4% | Utilities |
MTUM iShares MSCI USA Momentum Factor ETF | $727,689 | $961 ▼ | -0.1% | 3,028 | 0.4% | ETF |
NEE NextEra Energy | $723,148 | $1,041 ▼ | -0.1% | 10,417 | 0.4% | Utilities |
EMXC iShares MSCI Emerging Markets ex China ETF | $713,040 | $385,912 ▼ | -35.1% | 11,293 | 0.4% | Manufacturing |
SHEL Shell | $687,483 | | 0.0% | 9,764 | 0.4% | Energy |
BLACKROCK INC
| $675,718 | $16,788 ▼ | -2.4% | 644 | 0.4% | COM |
VZ Verizon Communications | $660,994 | $4,500 ▼ | -0.7% | 15,276 | 0.4% | Computer and Technology |
DGRO iShares Core Dividend Growth ETF | $620,026 | | 0.0% | 9,697 | 0.4% | ETF |
BTHM BlackRock Future U.S. Themes ETF | $618,594 | $618,594 ▲ | New Holding | 17,386 | 0.4% | ETF |
IJR iShares Core S&P Small-Cap ETF | $606,122 | | 0.0% | 5,546 | 0.3% | ETF |
EEM iShares MSCI Emerging Markets ETF | $604,784 | $17,656 ▼ | -2.8% | 12,537 | 0.3% | Finance |
TSLA Tesla | $571,153 | $69,568 ▲ | 13.9% | 1,798 | 0.3% | Auto/Tires/Trucks |
IBM International Business Machines | $570,989 | $16,802 ▼ | -2.9% | 1,937 | 0.3% | Computer and Technology |
MAA Mid-America Apartment Communities | $551,099 | $6,069 ▲ | 1.1% | 3,723 | 0.3% | Finance |
BRK.B Berkshire Hathaway | $535,804 | $48,091 ▲ | 9.9% | 1,103 | 0.3% | Finance |
MBB iShares MBS ETF | $523,343 | | 0.0% | 5,574 | 0.3% | ETF |
IAU iShares Gold Trust | $491,896 | $51,696 ▼ | -9.5% | 7,888 | 0.3% | Finance |
ADP Automatic Data Processing | $451,189 | $1,542 ▼ | -0.3% | 1,463 | 0.3% | Computer and Technology |
ABBV AbbVie | $447,278 | $2,598 ▼ | -0.6% | 2,410 | 0.3% | Medical |
VTI Vanguard Total Stock Market ETF | $441,306 | $441,306 ▲ | New Holding | 1,452 | 0.3% | ETF |
GS The Goldman Sachs Group | $441,293 | | 0.0% | 624 | 0.3% | Finance |
BINC iShares Flexible Income Active ETF | $434,028 | $1,744 ▲ | 0.4% | 8,214 | 0.2% | ETF |
NSC Norfolk Southern | $429,408 | $112,342 ▼ | -20.7% | 1,678 | 0.2% | Transportation |
CVX Chevron | $424,905 | $10,025 ▼ | -2.3% | 2,967 | 0.2% | Energy |
LLY Eli Lilly and Company | $423,285 | $2,339 ▲ | 0.6% | 543 | 0.2% | Medical |
VTWO Vanguard Russell 2000 ETF | $423,104 | | 0.0% | 4,851 | 0.2% | ETF |
KMB Kimberly-Clark | $420,262 | $12,376 ▼ | -2.9% | 3,260 | 0.2% | Consumer Staples |
PH Parker-Hannifin | $411,399 | $13,969 ▼ | -3.3% | 589 | 0.2% | Industrials |
DIA SPDR Dow Jones Industrial Average ETF Trust | $407,601 | | 0.0% | 925 | 0.2% | Finance |
VOOG Vanguard S&P 500 Growth ETF | $403,281 | $403,281 ▲ | New Holding | 1,017 | 0.2% | ETF |
ISHARES BITCOIN TRUST ETF
| $392,601 | $50,927 ▲ | 14.9% | 6,414 | 0.2% | SHS BEN INT |
GE GE Aerospace | $390,491 | $8,495 ▼ | -2.1% | 1,517 | 0.2% | Aerospace |
VONE Vanguard Russell 1000 ETF | $386,744 | $386,744 ▲ | New Holding | 1,377 | 0.2% | ETF |
BLACKROCK ETF TRUST
| $383,474 | $383,474 ▲ | New Holding | 13,292 | 0.2% | ISHARES A I INNO |
GOOG Alphabet | $374,293 | | 0.0% | 2,110 | 0.2% | Computer and Technology |
AZO AutoZone | $371,223 | | 0.0% | 100 | 0.2% | Retail/Wholesale |
IJH iShares Core S&P Mid-Cap ETF | $367,841 | | 0.0% | 5,931 | 0.2% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $363,965 | $2,579 ▼ | -0.7% | 3,669 | 0.2% | Finance |
ITW Illinois Tool Works | $359,007 | | 0.0% | 1,452 | 0.2% | Industrials |
AEP American Electric Power | $340,022 | $18,158 ▼ | -5.1% | 3,277 | 0.2% | Utilities |
IAGG iShares Core International Aggregate Bond ETF | $333,873 | $333,873 ▲ | New Holding | 6,535 | 0.2% | ETF |
BAC Bank of America | $318,112 | $15,899 ▼ | -4.8% | 6,723 | 0.2% | Finance |
IWN iShares Russell 2000 Value ETF | $307,632 | | 0.0% | 1,950 | 0.2% | ETF |
QCOM QUALCOMM | $301,638 | $11,626 ▼ | -3.7% | 1,894 | 0.2% | Computer and Technology |
BX Blackstone | $298,861 | | 0.0% | 1,998 | 0.2% | Finance |
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