IVV iShares Core S&P 500 ETF | $43,464,011 | $1,750,998 ▲ | 4.2% | 90,999 | 7.2% | ETF |
SCHF Schwab International Equity ETF | $19,790,459 | $485,544 ▼ | -2.4% | 535,456 | 3.3% | ETF |
TLTW iShares 20+ Year Treasury Bond BuyWrite Strategy ETF | $14,871,901 | $1,110,722 ▼ | -6.9% | 541,387 | 2.4% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $14,695,477 | $631,761 ▲ | 4.5% | 177,087 | 2.4% | ETF |
MGK Vanguard Mega Cap Growth ETF | $10,952,360 | $96,278 ▼ | -0.9% | 42,204 | 1.8% | ETF |
AAPL Apple | $10,684,616 | $788,408 ▼ | -6.9% | 55,496 | 1.8% | Computer and Technology |
DGRO iShares Core Dividend Growth ETF | $10,323,512 | $1,198,461 ▼ | -10.4% | 191,816 | 1.7% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $9,908,862 | $5,904,324 ▼ | -37.3% | 215,083 | 1.6% | Manufacturing |
MSFT Microsoft | $9,567,636 | $1,001,400 ▼ | -9.5% | 25,443 | 1.6% | Computer and Technology |
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | $9,161,949 | $461,445 ▼ | -4.8% | 317,242 | 1.5% | Finance |
VTV Vanguard Value ETF | $8,931,878 | $15,292,057 ▼ | -63.1% | 59,745 | 1.5% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $8,550,742 | $221,296 ▲ | 2.7% | 58,075 | 1.4% | ETF |
VIG Vanguard Dividend Appreciation ETF | $7,957,136 | $284,567 ▼ | -3.5% | 46,697 | 1.3% | ETF |
MUB iShares National Muni Bond ETF | $7,630,735 | $3,717,474 ▼ | -32.8% | 70,388 | 1.3% | ETF |
EFV iShares MSCI EAFE Value ETF | $7,579,612 | $1,387,840 ▼ | -15.5% | 145,482 | 1.2% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $7,316,688 | $111,669 ▲ | 1.5% | 104,375 | 1.2% | ETF |
MGV Vanguard Mega Cap Value ETF | $7,224,763 | $234,052 ▼ | -3.1% | 66,058 | 1.2% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $6,473,073 | $758,890 ▼ | -10.5% | 61,695 | 1.1% | Manufacturing |
VCLT Vanguard Long-Term Corporate Bond ETF | $6,211,785 | $739,384 ▼ | -10.6% | 77,502 | 1.0% | Manufacturing |
MDYV SPDR S&P 400 Mid Cap Value ETF | $5,953,252 | $223,589 ▲ | 3.9% | 81,129 | 1.0% | ETF |
AMZN Amazon.com | $5,840,270 | $1,226,460 ▼ | -17.4% | 38,438 | 1.0% | Retail/Wholesale |
JPM JPMorgan Chase & Co. | $5,748,347 | $64,468 ▲ | 1.1% | 33,794 | 0.9% | Finance |
SCHZ Schwab U.S. Aggregate Bond ETF | $5,587,593 | $781,771 ▼ | -12.3% | 119,854 | 0.9% | ETF |
EFG iShares MSCI EAFE Growth ETF | $5,416,901 | $3,464,411 ▼ | -39.0% | 55,931 | 0.9% | ETF |
SLYV SPDR S&P 600 Small CapValue ETF | $5,396,213 | $174,284 ▲ | 3.3% | 64,773 | 0.9% | ETF |
MDYG SPDR S&P 400 Mid CapGrowth ETF | $5,300,230 | $208,774 ▲ | 4.1% | 70,044 | 0.9% | ETF |
XLK Technology Select Sector SPDR Fund | $5,299,552 | $319,324 ▼ | -5.7% | 27,533 | 0.9% | ETF |
HD Home Depot | $5,282,111 | $848,354 ▲ | 19.1% | 15,242 | 0.9% | Retail/Wholesale |
GOOGL Alphabet | $5,220,215 | $605,556 ▼ | -10.4% | 37,370 | 0.9% | Computer and Technology |
NOBL ProShares S&P 500 Aristocrats ETF | $5,030,339 | $557,583 ▼ | -10.0% | 52,840 | 0.8% | ETF |
IVW iShares S&P 500 Growth ETF | $5,024,637 | $868,080 ▼ | -14.7% | 66,906 | 0.8% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $4,912,116 | $2,792,617 ▼ | -36.2% | 97,116 | 0.8% | ETF |
VUG Vanguard Growth ETF | $4,578,641 | $14,068,254 ▼ | -75.4% | 14,728 | 0.8% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $4,529,435 | $56,702 ▲ | 1.3% | 54,160 | 0.7% | ETF |
META Meta Platforms | $4,273,005 | $436,433 ▼ | -9.3% | 12,072 | 0.7% | Computer and Technology |
IWC iShares Micro-Cap ETF | $4,238,098 | $146,894 ▲ | 3.6% | 36,526 | 0.7% | ETF |
LQDW iShares Investment Grade Corporate Bond BuyWrite Strategy ETF | $4,234,143 | $678,710 ▼ | -13.8% | 142,756 | 0.7% | ETF |
NVDA NVIDIA | $4,020,126 | $495 ▼ | 0.0% | 8,118 | 0.7% | Computer and Technology |
RSP Invesco S&P 500 Equal Weight ETF | $3,684,314 | $162,218 ▲ | 4.6% | 23,348 | 0.6% | ETF |
UNH UnitedHealth Group | $3,556,112 | $885,475 ▲ | 33.2% | 6,755 | 0.6% | Medical |
MBB iShares MBS ETF | $3,395,047 | $299,267 ▼ | -8.1% | 36,087 | 0.6% | ETF |
LHX L3Harris Technologies | $3,371,816 | $1,064,052 ▲ | 46.1% | 16,009 | 0.6% | Aerospace |
IYW iShares U.S. Technology ETF | $3,334,381 | $710,723 ▲ | 27.1% | 27,164 | 0.5% | Manufacturing |
AVDV Avantis International Small Cap Value ETF | $3,234,795 | $28,683 ▲ | 0.9% | 51,765 | 0.5% | ETF |
NXPI NXP Semiconductors | $3,222,970 | $920,914 ▼ | -22.2% | 13,971 | 0.5% | Computer and Technology |
IUSG iShares Core S&P U.S. Growth ETF | $3,196,495 | $886,932 ▼ | -21.7% | 30,706 | 0.5% | Manufacturing |
IWF iShares Russell 1000 Growth ETF | $3,186,014 | $3,091,728 ▼ | -49.2% | 10,509 | 0.5% | ETF |
OEF iShares S&P 100 ETF | $3,153,373 | $3,153,373 ▲ | New Holding | 14,116 | 0.5% | ETF |
VBR Vanguard Small-Cap Value ETF | $3,089,185 | $1,879,607 ▼ | -37.8% | 17,165 | 0.5% | ETF |
V Visa | $3,046,007 | $64,825 ▲ | 2.2% | 11,700 | 0.5% | Business Services |
WMT Walmart | $3,044,500 | $318,484 ▲ | 11.7% | 19,243 | 0.5% | Retail/Wholesale |
IDEV iShares Core MSCI International Developed Markets ETF | $3,034,354 | $115,734 ▼ | -3.7% | 47,665 | 0.5% | ETF |
PANW Palo Alto Networks | $3,033,136 | $3,033,136 ▲ | New Holding | 10,286 | 0.5% | Computer and Technology |
IJR iShares Core S&P Small-Cap ETF | $2,932,924 | $414,814 ▲ | 16.5% | 27,094 | 0.5% | ETF |
VOE Vanguard Mid-Cap Value ETF | $2,881,639 | $606,577 ▼ | -17.4% | 19,872 | 0.5% | ETF |
ICE Intercontinental Exchange | $2,809,149 | $710,732 ▲ | 33.9% | 21,873 | 0.5% | Financial Services |
AVGO Broadcom | $2,803,647 | $202,014 ▲ | 7.8% | 2,512 | 0.5% | Computer and Technology |
IQV IQVIA | $2,791,368 | $744,581 ▲ | 36.4% | 12,064 | 0.5% | Medical |
TJX TJX Companies | $2,781,847 | $259,573 ▲ | 10.3% | 29,654 | 0.5% | Retail/Wholesale |
CVX Chevron | $2,747,986 | $1,359,599 ▲ | 97.9% | 18,423 | 0.5% | Oils/Energy |
TFLO iShares Treasury Floating Rate Bond ETF | $2,713,974 | $315,236 ▼ | -10.4% | 53,774 | 0.4% | ETF |
CME CME Group | $2,624,214 | $377,478 ▲ | 16.8% | 12,159 | 0.4% | Finance |
COST Costco Wholesale | $2,596,190 | $1,119,885 ▲ | 75.9% | 3,846 | 0.4% | Consumer Defensive |
ESGD iShares ESG Aware MSCI EAFE ETF | $2,592,533 | $452,787 ▼ | -14.9% | 34,320 | 0.4% | Manufacturing |
VOT Vanguard Mid-Cap Growth ETF | $2,579,289 | $577,250 ▼ | -18.3% | 11,747 | 0.4% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $2,533,555 | $846,106 ▼ | -25.0% | 25,527 | 0.4% | Finance |
MRK Merck & Co., Inc. | $2,515,638 | $218,154 ▲ | 9.5% | 22,913 | 0.4% | Medical |
SPYG SPDR Portfolio S&P 500 Growth ETF | $2,474,297 | $41,443 ▼ | -1.6% | 38,031 | 0.4% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $2,471,147 | $2,260 ▲ | 0.1% | 32,809 | 0.4% | ETF |
LLY Eli Lilly and Company | $2,468,666 | $1,263,770 ▲ | 104.9% | 4,235 | 0.4% | Medical |
TFI SPDR Nuveen Barclays Municipal Bond ETF | $2,466,705 | $1,193,708 ▲ | 93.8% | 52,483 | 0.4% | Finance |
SCHE Schwab Emerging Markets Equity ETF | $2,460,701 | $79,179 ▼ | -3.1% | 99,262 | 0.4% | ETF |
CRM Salesforce | $2,406,152 | $2,397,732 ▼ | -49.9% | 9,144 | 0.4% | Computer and Technology |
TT Trane Technologies | $2,403,474 | $967,896 ▼ | -28.7% | 9,826 | 0.4% | Business Services |
SCHA Schwab US Small-Cap ETF | $2,338,538 | $27,069 ▼ | -1.1% | 49,503 | 0.4% | ETF |
TLT iShares 20+ Year Treasury Bond ETF | $2,308,354 | $1,220,575 ▼ | -34.6% | 23,345 | 0.4% | ETF |
EDIV SPDR S&P Emerging Markets Dividend ETF | $2,292,400 | $14,504 ▲ | 0.6% | 70,492 | 0.4% | ETF |
DWX SPDR S&P International Dividend ETF | $2,264,677 | $89,230 ▼ | -3.8% | 63,704 | 0.4% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $2,251,108 | $281,181 ▲ | 14.3% | 20,343 | 0.4% | Finance |
ETN Eaton | $2,244,585 | $166,640 ▼ | -6.9% | 9,321 | 0.4% | Industrial Products |
BA Boeing | $2,220,205 | $1,938,965 ▲ | 689.4% | 8,518 | 0.4% | Aerospace |
SPY SPDR S&P 500 ETF Trust | $2,202,586 | $255,760 ▼ | -10.4% | 4,616 | 0.4% | Finance |
VZ Verizon Communications | $2,139,843 | $141,111 ▲ | 7.1% | 56,760 | 0.4% | Computer and Technology |
JNJ Johnson & Johnson | $2,124,663 | $622,116 ▼ | -22.6% | 13,555 | 0.3% | Medical |
SCHX Schwab US Large-Cap ETF | $2,115,382 | $2,312 ▲ | 0.1% | 37,507 | 0.3% | ETF |
SCHW Charles Schwab | $2,093,025 | $170,417 ▲ | 8.9% | 30,422 | 0.3% | Finance |
MPC Marathon Petroleum | $2,089,420 | $78,633 ▲ | 3.9% | 14,083 | 0.3% | Oils/Energy |
IEF iShares 7-10 Year Treasury Bond ETF | $2,004,044 | $1,981,392 ▲ | 8,747.2% | 20,791 | 0.3% | ETF |
MCD McDonald's | $1,979,505 | $27,872 ▼ | -1.4% | 6,676 | 0.3% | Retail/Wholesale |
AMD Advanced Micro Devices | $1,963,943 | $1,963,943 ▲ | New Holding | 13,323 | 0.3% | Computer and Technology |
EMXC iShares MSCI Emerging Markets ex China ETF | $1,963,730 | $1,963,730 ▲ | New Holding | 35,440 | 0.3% | Manufacturing |
UNP Union Pacific | $1,959,438 | $209,992 ▲ | 12.0% | 7,978 | 0.3% | Transportation |
TLH iShares 10-20 Year Treasury Bond ETF | $1,916,852 | $1,753,055 ▲ | 1,070.3% | 17,706 | 0.3% | ETF |
CSCO Cisco Systems | $1,870,756 | $591,084 ▼ | -24.0% | 37,030 | 0.3% | Computer and Technology |
DUK Duke Energy | $1,825,070 | $30,568 ▼ | -1.6% | 18,807 | 0.3% | Utilities |
AMGN Amgen | $1,802,141 | $952,482 ▲ | 112.1% | 6,257 | 0.3% | Medical |
SHY iShares 1-3 Year Treasury Bond ETF | $1,784,994 | $575,254 ▼ | -24.4% | 21,758 | 0.3% | Manufacturing |
SPGI S&P Global | $1,771,331 | $803,949 ▼ | -31.2% | 4,021 | 0.3% | Financial Services |
SPLG SPDR Portfolio S&P 500 ETF | $1,764,961 | $1,677,479 ▲ | 1,917.5% | 31,574 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $1,742,641 | $336,687 ▼ | -16.2% | 4,886 | 0.3% | Finance |
