IVV iShares Core S&P 500 ETF | $36,330,512 | $3,016,258 ▲ | 9.1% | 64,657 | 4.7% | ETF |
SCHF Schwab International Equity ETF | $17,135,645 | $57,481 ▲ | 0.3% | 866,312 | 2.2% | ETF |
AAPL Apple | $15,734,145 | $2,602,921 ▲ | 19.8% | 70,833 | 2.0% | Computer and Technology |
IVW iShares S&P 500 Growth ETF | $14,872,191 | $563,014 ▲ | 3.9% | 160,209 | 1.9% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $14,555,226 | $244,941 ▲ | 1.7% | 581,279 | 1.9% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $14,466,253 | $108,703 ▲ | 0.8% | 313,938 | 1.9% | Manufacturing |
NVDA NVIDIA | $13,932,101 | $5,910,762 ▲ | 73.7% | 128,543 | 1.8% | Computer and Technology |
MGK Vanguard Mega Cap Growth ETF | $13,932,004 | $1,762,427 ▲ | 14.5% | 45,106 | 1.8% | ETF |
VTV Vanguard Value ETF | $12,337,159 | $346,346 ▲ | 2.9% | 71,420 | 1.6% | ETF |
DGRO iShares Core Dividend Growth ETF | $11,779,988 | $1,408,093 ▲ | 13.6% | 190,676 | 1.5% | ETF |
MSFT Microsoft | $11,712,343 | $2,720,492 ▲ | 30.3% | 31,200 | 1.5% | Computer and Technology |
QUAL iShares MSCI USA Quality Factor ETF | $11,607,501 | $1,846,974 ▲ | 18.9% | 67,924 | 1.5% | ETF |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $10,913,561 | $19,211 ▲ | 0.2% | 223,822 | 1.4% | ETF |
VIG Vanguard Dividend Appreciation ETF | $10,696,809 | $1,076,451 ▲ | 11.2% | 55,141 | 1.4% | ETF |
IVE iShares S&P 500 Value ETF | $10,511,121 | $3,309,251 ▲ | 45.9% | 55,153 | 1.3% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $10,458,227 | $1,548,773 ▲ | 17.4% | 193,779 | 1.3% | ETF |
FLTR VanEck Floating Rate ETF | $9,883,941 | $194,436 ▲ | 2.0% | 386,847 | 1.3% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $9,402,037 | $136,116 ▲ | 1.5% | 353,726 | 1.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $9,344,347 | $6,502,484 ▲ | 228.8% | 16,697 | 1.2% | Finance |
MGV Vanguard Mega Cap Value ETF | $8,865,839 | $605,522 ▲ | 7.3% | 68,845 | 1.1% | ETF |
AMZN Amazon.com | $8,712,957 | $1,286,348 ▲ | 17.3% | 45,795 | 1.1% | Retail/Wholesale |
WMT Walmart | $8,698,259 | $4,054,676 ▲ | 87.3% | 98,960 | 1.1% | Retail/Wholesale |
EFV iShares MSCI EAFE Value ETF | $8,489,894 | $629,597 ▼ | -6.9% | 144,043 | 1.1% | ETF |
PIMCO ETF TR
| $8,311,389 | $95,984 ▼ | -1.1% | 89,882 | 1.1% | ACTIVE BD ETF |
JPM JPMorgan Chase & Co. | $7,855,020 | $678,257 ▲ | 9.5% | 32,022 | 1.0% | Finance |
MUB iShares National Muni Bond ETF | $7,445,020 | $270,341 ▲ | 3.8% | 70,611 | 1.0% | ETF |
GOOGL Alphabet | $7,336,582 | $925,675 ▲ | 14.4% | 47,443 | 0.9% | Computer and Technology |
MDYV SPDR S&P 400 Mid Cap Value ETF | $7,054,081 | $46,307 ▲ | 0.7% | 91,552 | 0.9% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $7,001,155 | $37,264 ▲ | 0.5% | 302,295 | 0.9% | ETF |
TLTW iShares 20+ Year Treasury Bond BuyWrite Strategy ETF | $6,814,535 | $205,039 ▲ | 3.1% | 283,231 | 0.9% | ETF |
TT Trane Technologies | $6,457,850 | $3,130,087 ▲ | 94.1% | 19,144 | 0.8% | Construction |
VUG Vanguard Growth ETF | $6,338,494 | $426,448 ▲ | 7.2% | 17,093 | 0.8% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $6,112,889 | $239,922 ▼ | -3.8% | 35,288 | 0.8% | ETF |
META Meta Platforms | $5,975,120 | $606,907 ▲ | 11.3% | 10,367 | 0.8% | Computer and Technology |
CRWD CrowdStrike | $5,948,025 | $157,603 ▲ | 2.7% | 16,870 | 0.8% | Computer and Technology |
EFG iShares MSCI EAFE Growth ETF | $5,901,134 | $3,552,920 ▼ | -37.6% | 59,011 | 0.8% | ETF |
NOBL ProShares S&P 500 Aristocrats ETF | $5,689,788 | $2,616,910 ▲ | 85.2% | 55,604 | 0.7% | ETF |
MDYG SPDR S&P 400 Mid Cap Growth ETF | $5,638,904 | $73,104 ▲ | 1.3% | 70,965 | 0.7% | ETF |
NFLX Netflix | $5,266,929 | $704,993 ▲ | 15.5% | 5,648 | 0.7% | Consumer Discretionary |
SLYV SPDR S&P 600 Small Cap Value ETF | $5,255,504 | $13,328 ▲ | 0.3% | 67,034 | 0.7% | ETF |
BRK.B Berkshire Hathaway | $5,223,545 | $2,814,685 ▲ | 116.8% | 9,808 | 0.7% | Finance |
HD Home Depot | $5,090,948 | $332,775 ▲ | 7.0% | 13,891 | 0.7% | Retail/Wholesale |
V Visa | $5,054,832 | $418,812 ▲ | 9.0% | 14,423 | 0.6% | Business Services |
MSI Motorola Solutions | $4,934,959 | $2,583,413 ▲ | 109.9% | 11,259 | 0.6% | Computer and Technology |
UNH UnitedHealth Group | $4,678,046 | $599,159 ▲ | 14.7% | 8,932 | 0.6% | Medical |
XLK Technology Select Sector SPDR Fund | $4,572,359 | $1,390,250 ▼ | -23.3% | 22,144 | 0.6% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $4,459,274 | $49,800 ▲ | 1.1% | 53,726 | 0.6% | ETF |
ICE Intercontinental Exchange | $4,439,962 | $263,752 ▲ | 6.3% | 25,739 | 0.6% | Finance |
PANW Palo Alto Networks | $4,321,629 | $437,692 ▲ | 11.3% | 25,326 | 0.6% | Computer and Technology |
UBER Uber Technologies | $4,308,649 | $4,308,649 ▲ | New Holding | 59,136 | 0.6% | Computer and Technology |
JCI Johnson Controls International | $4,306,361 | $2,068,245 ▲ | 92.4% | 53,642 | 0.6% | Construction |
CME CME Group | $4,246,951 | $188,618 ▲ | 4.6% | 16,009 | 0.5% | Finance |
EMXC iShares MSCI Emerging Markets ex China ETF | $3,878,005 | $1,042,909 ▼ | -21.2% | 70,394 | 0.5% | Manufacturing |
BND Vanguard Total Bond Market ETF | $3,859,612 | $131,841 ▲ | 3.5% | 52,548 | 0.5% | ETF |
IYW iShares U.S. Technology ETF | $3,844,264 | $80,893 ▲ | 2.1% | 27,373 | 0.5% | Manufacturing |
NXPI NXP Semiconductors | $3,817,560 | $1,887,727 ▲ | 97.8% | 20,037 | 0.5% | Computer and Technology |
TJX TJX Companies | $3,737,859 | $465,040 ▲ | 14.2% | 30,688 | 0.5% | Retail/Wholesale |
IUSG iShares Core S&P U.S. Growth ETF | $3,727,511 | $854,105 ▲ | 29.7% | 29,332 | 0.5% | Manufacturing |
MBB iShares MBS ETF | $3,710,802 | $264,836 ▼ | -6.7% | 39,569 | 0.5% | ETF |
IWF iShares Russell 1000 Growth ETF | $3,548,535 | $108,330 ▲ | 3.1% | 9,827 | 0.5% | ETF |
VZ Verizon Communications | $3,470,032 | $85,095 ▲ | 2.5% | 76,500 | 0.4% | Computer and Technology |
TLH iShares 10-20 Year Treasury Bond ETF | $3,378,411 | $1,884,930 ▲ | 126.2% | 32,563 | 0.4% | ETF |
C Citigroup | $3,343,598 | $413,087 ▲ | 14.1% | 47,100 | 0.4% | Finance |
COST Costco Wholesale | $3,320,958 | $630,897 ▼ | -16.0% | 3,511 | 0.4% | Retail/Wholesale |
MTUM iShares MSCI USA Momentum Factor ETF | $3,315,741 | $342,610 ▲ | 11.5% | 16,404 | 0.4% | ETF |
MRK Merck & Co., Inc. | $3,307,715 | $1,483,232 ▲ | 81.3% | 36,678 | 0.4% | Medical |
IWC iShares Micro-Cap ETF | $3,263,078 | $18,633 ▲ | 0.6% | 29,421 | 0.4% | ETF |
VOE Vanguard Mid-Cap Value ETF | $3,148,869 | $191,930 ▲ | 6.5% | 19,622 | 0.4% | ETF |
AVGO Broadcom | $3,134,317 | $385,762 ▲ | 14.0% | 18,720 | 0.4% | Computer and Technology |
DUK Duke Energy | $3,094,704 | $711,930 ▲ | 29.9% | 25,373 | 0.4% | Utilities |
VBR Vanguard Small-Cap Value ETF | $3,078,510 | $106,175 ▲ | 3.6% | 16,527 | 0.4% | ETF |
CMG Chipotle Mexican Grill | $3,041,722 | $566,821 ▲ | 22.9% | 60,580 | 0.4% | Retail/Wholesale |
SCHE Schwab Emerging Markets Equity ETF | $3,035,419 | $1,875 ▲ | 0.1% | 110,099 | 0.4% | ETF |
TLT iShares 20+ Year Treasury Bond ETF | $2,998,710 | $450,507 ▼ | -13.1% | 32,942 | 0.4% | ETF |
OEF iShares S&P 100 ETF | $2,875,131 | $2,267,389 ▲ | 373.1% | 10,616 | 0.4% | ETF |
FIS Fidelity National Information Services | $2,873,057 | $819,380 ▲ | 39.9% | 38,472 | 0.4% | Business Services |
AMT American Tower | $2,827,879 | $530,499 ▲ | 23.1% | 12,996 | 0.4% | Finance |
CRM Salesforce | $2,802,824 | $505,067 ▲ | 22.0% | 10,444 | 0.4% | Computer and Technology |
VOT Vanguard Mid-Cap Growth ETF | $2,792,114 | $114,728 ▲ | 4.3% | 11,414 | 0.4% | ETF |
LHX L3Harris Technologies | $2,788,753 | $1,159,957 ▼ | -29.4% | 13,324 | 0.4% | Aerospace |
SPYG SPDR Portfolio S&P 500 Growth ETF | $2,788,196 | $41,391 ▲ | 1.5% | 34,692 | 0.4% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $2,787,086 | $36,890 ▲ | 1.3% | 106,377 | 0.4% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $2,763,394 | $99,314 ▲ | 3.7% | 27,936 | 0.4% | Finance |
CTRE CareTrust REIT | $2,730,806 | $1,319,206 ▲ | 93.5% | 95,023 | 0.4% | Finance |
LLY Eli Lilly and Company | $2,714,948 | $252,745 ▲ | 10.3% | 3,287 | 0.3% | Medical |
ESGD iShares ESG Aware MSCI EAFE ETF | $2,633,522 | $82 ▲ | 0.0% | 32,238 | 0.3% | Manufacturing |
SCHX Schwab US Large-Cap ETF | $2,624,557 | $9,450 ▲ | 0.4% | 118,866 | 0.3% | ETF |
FI Fiserv | $2,610,873 | $81,045 ▲ | 3.2% | 11,823 | 0.3% | Business Services |
AVDV Avantis International Small Cap Value ETF | $2,587,202 | $21,201 ▲ | 0.8% | 37,098 | 0.3% | ETF |
SPGI S&P Global | $2,538,008 | $190,033 ▲ | 8.1% | 4,995 | 0.3% | Business Services |
SCHA Schwab US Small-Cap ETF | $2,513,691 | $51,148 ▲ | 2.1% | 107,285 | 0.3% | ETF |
BINC iShares Flexible Income Active ETF | $2,505,074 | $136,188 ▲ | 5.7% | 47,825 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $2,490,530 | $400,815 ▲ | 19.2% | 23,817 | 0.3% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $2,464,402 | $114,082 ▼ | -4.4% | 35,773 | 0.3% | ETF |
ETN Eaton | $2,449,583 | $1,359 ▼ | -0.1% | 9,011 | 0.3% | Industrials |
DLR Digital Realty Trust | $2,349,054 | $126,380 ▲ | 5.7% | 16,394 | 0.3% | Finance |
TFI SPDR Nuveen Barclays Municipal Bond ETF | $2,304,821 | $188,501 ▼ | -7.6% | 51,146 | 0.3% | Finance |
USFR WisdomTree Bloomberg Floating Rate Treasury Fund | $2,211,349 | $43,032 ▼ | -1.9% | 43,937 | 0.3% | Finance |
PEG Public Service Enterprise Group | $2,197,412 | $184,517 ▲ | 9.2% | 26,700 | 0.3% | Utilities |
NEE NextEra Energy | $2,174,872 | $180,341 ▲ | 9.0% | 30,680 | 0.3% | Utilities |
