IVV iShares Core S&P 500 ETF | $304,831,889 | $4,994,516 ▲ | 1.7% | 490,952 | 30.6% | ETF |
VYM Vanguard High Dividend Yield ETF | $64,031,435 | $360,062 ▲ | 0.6% | 2,787,908 | 6.4% | ETF |
IEFA iShares Core MSCI EAFE ETF | $63,627,715 | $2,976,338 ▲ | 4.9% | 1,265,398 | 6.4% | ETF |
VTI Vanguard Total Stock Market ETF | $59,109,744 | $25,248 ▲ | 0.0% | 6,180,604 | 5.9% | ETF |
AAAU Goldman Sachs Physical Gold ETF | $53,855,253 | $2,315,998 ▼ | -4.1% | 1,647,958 | 5.4% | Finance |
IWF iShares Russell 1000 Growth ETF | $32,111,731 | $1,621,466 ▼ | -4.8% | 75,632 | 3.2% | ETF |
IGV iShares Expanded Tech-Software Sector ETF | $30,847,791 | $17,348 ▼ | -0.1% | 1,611,069 | 3.1% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $28,999,766 | $21,728,126 ▼ | -42.8% | 288,010 | 2.9% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $26,367,316 | $4,079,615 ▼ | -13.4% | 318,215 | 2.6% | Manufacturing |
SOXX iShares Semiconductor ETF | $25,749,483 | $25,749,483 ▲ | New Holding | 107,874 | 2.6% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $24,784,822 | $471,173 ▼ | -1.9% | 651,007 | 2.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $23,544,415 | $22,207,769 ▲ | 1,661.5% | 650,206 | 2.4% | Finance |
IJR iShares Core S&P Small-Cap ETF | $16,843,179 | $52,698 ▲ | 0.3% | 517,145 | 1.7% | ETF |
AAPL Apple | $14,365,553 | $585,143 ▲ | 4.2% | 70,018 | 1.4% | Computer and Technology |
VTV Vanguard Value ETF | $13,705,132 | $95,468 ▼ | -0.7% | 911,306 | 1.4% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $11,167,311 | $1,776,437 ▼ | -13.7% | 19,714 | 1.1% | ETF |
IVW iShares S&P 500 Growth ETF | $9,724,917 | $221,191 ▲ | 2.3% | 88,328 | 1.0% | ETF |
VUG Vanguard Growth ETF | $9,490,865 | $11,367 ▼ | -0.1% | 942,653 | 1.0% | ETF |
VOO Vanguard S&P 500 ETF | $9,174,033 | $95,097 ▼ | -1.0% | 296,742 | 0.9% | ETF |
IWD iShares Russell 1000 Value ETF | $8,221,940 | $21,560 ▼ | -0.3% | 42,331 | 0.8% | ETF |
SDY SPDR S&P Dividend ETF | $8,193,358 | $877,346 ▼ | -9.7% | 60,366 | 0.8% | ETF |
MSFT Microsoft | $7,828,963 | $744,942 ▼ | -8.7% | 914,788 | 0.8% | Computer and Technology |
SPYG SPDR Portfolio S&P 500 Growth ETF | $7,759,585 | $212,277 ▼ | -2.7% | 81,406 | 0.8% | ETF |
IAU iShares Gold Trust | $6,406,492 | | 0.0% | 102,734 | 0.6% | Finance |
XLE Energy Select Sector SPDR Fund | $6,228,095 | $421,357 ▲ | 7.3% | 254,973 | 0.6% | ETF |
XLY Consumer Discretionary Select Sector SPDR Fund | $6,205,920 | $1,923,607 ▼ | -23.7% | 28,555 | 0.6% | Finance |
NVDA NVIDIA | $6,090,530 | $1,065,927 ▲ | 21.2% | 36,220 | 0.6% | Computer and Technology |
AMZN Amazon.com | $5,902,801 | $607,093 ▲ | 11.5% | 26,894 | 0.6% | Retail/Wholesale |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $5,663,135 | $275 ▼ | 0.0% | 61,737 | 0.6% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $4,368,788 | $8,012 ▲ | 0.2% | 1,293,895 | 0.4% | ETF |
XLK Technology Select Sector SPDR Fund | $3,647,299 | $199,547 ▲ | 5.8% | 14,403 | 0.4% | ETF |
COST Costco Wholesale | $3,280,659 | $329,650 ▲ | 11.2% | 3,314 | 0.3% | Retail/Wholesale |
RSP Invesco S&P 500 Equal Weight ETF | $3,262,651 | $218,455 ▼ | -6.3% | 17,952 | 0.3% | ETF |
VXUS Vanguard Total International Stock ETF | $2,933,385 | | 0.0% | 2,933,385 | 0.3% | ETF |
RJF Raymond James Financial | $2,663,730 | $2,301 ▲ | 0.1% | 17,368 | 0.3% | Finance |
VIG Vanguard Dividend Appreciation ETF | $2,606,705 | $1,023 ▼ | 0.0% | 12,736 | 0.3% | ETF |
JNJ Johnson & Johnson | $2,385,468 | $43,228 ▲ | 1.8% | 15,617 | 0.2% | Medical |
IVE iShares S&P 500 Value ETF | $2,351,393 | $4,494 ▲ | 0.2% | 12,033 | 0.2% | ETF |
QQQ Invesco QQQ | $2,350,552 | $219 ▲ | 0.0% | 1,436,248 | 0.2% | Finance |
GOOG Alphabet | $2,136,069 | $4,435 ▲ | 0.2% | 12,040 | 0.2% | Computer and Technology |
FIDELITY WISE ORIGIN BITCOIN FUND
| $2,014,488 | $749,100 ▲ | 59.2% | 21,433 | 0.2% | SHS |
META Meta Platforms | $1,971,252 | $312,921 ▲ | 18.9% | 2,671 | 0.2% | Computer and Technology |
AVGO Broadcom | $1,815,122 | $604,214 ▲ | 49.9% | 6,585 | 0.2% | Computer and Technology |
BRK.B Berkshire Hathaway | $1,795,406 | $224,912 ▲ | 14.3% | 3,696 | 0.2% | Finance |
GOOGL Alphabet | $1,784,578 | $459,985 ▲ | 34.7% | 10,122 | 0.2% | Computer and Technology |
IJK iShares S&P Mid-Cap 400 Growth ETF | $1,715,201 | $88,885 ▼ | -4.9% | 18,853 | 0.2% | ETF |
XLI Industrial Select Sector SPDR Fund | $1,704,439 | $370,569 ▼ | -17.9% | 11,554 | 0.2% | ETF |
MGK Vanguard Mega Cap Growth ETF | $1,538,527 | | 0.0% | 4,202 | 0.2% | ETF |
VB Vanguard Small-Cap ETF | $1,496,340 | $237 ▼ | 0.0% | 6,314 | 0.2% | ETF |
XOM Exxon Mobil | $1,423,962 | $15,202 ▲ | 1.1% | 13,207 | 0.1% | Energy |
VV Vanguard Large-Cap ETF | $1,405,406 | $42,225 ▼ | -2.9% | 4,926 | 0.1% | ETF |
HDV iShares Core High Dividend ETF | $1,394,924 | $39,955 ▲ | 2.9% | 11,905 | 0.1% | ETF |
IEF iShares 7-10 Year Treasury Bond ETF | $1,321,028 | $766,721 ▼ | -36.7% | 13,794 | 0.1% | ETF |
ACVA ACV Auctions | $1,300,974 | | 0.0% | 80,208 | 0.1% | Retail/Wholesale |
JPM JPMorgan Chase & Co. | $1,293,702 | $91,828 ▲ | 7.6% | 4,466 | 0.1% | Finance |
VOE Vanguard Mid-Cap Value ETF | $1,291,668 | $1,014 ▼ | -0.1% | 786,332 | 0.1% | ETF |
V Visa | $1,288,162 | $176,674 ▲ | 15.9% | 3,631 | 0.1% | Business Services |
IWV iShares Russell 3000 ETF | $1,227,096 | $1,227,096 ▲ | New Holding | 3,496 | 0.1% | ETF |
ACWI iShares MSCI ACWI ETF | $1,220,671 | $10,288 ▼ | -0.8% | 9,492 | 0.1% | Manufacturing |
IJJ iShares S&P Mid-Cap 400 Value ETF | $1,209,230 | $263,720 ▼ | -17.9% | 9,785 | 0.1% | ETF |
TSLA Tesla | $1,179,698 | $457,836 ▼ | -28.0% | 15,339 | 0.1% | Auto/Tires/Trucks |
ALERIAN MLP INDEX ETNS DUE JANUARY 28, 2044
| $1,140,802 | $1,140,802 ▲ | New Holding | 37,700 | 0.1% | CAL LKD 44 |
VGT Vanguard Information Technology ETF | $1,011,556 | $4,643 ▲ | 0.5% | 1,525 | 0.1% | ETF |
VDC Vanguard Consumer Staples ETF | $973,300 | $375 ▼ | 0.0% | 789,412 | 0.1% | ETF |
IWM iShares Russell 2000 ETF | $966,955 | $966,955 ▲ | New Holding | 4,481 | 0.1% | Finance |
DVY iShares Select Dividend ETF | $906,421 | $74,240 ▼ | -7.6% | 6,825 | 0.1% | ETF |
BAC Bank of America | $873,996 | $372,414 ▲ | 74.2% | 18,472 | 0.1% | Finance |
MA Mastercard | $849,125 | $112,731 ▲ | 15.3% | 1,514 | 0.1% | Business Services |
VEA Vanguard FTSE Developed Markets ETF | $738,950 | $202,439 ▲ | 37.7% | 12,962 | 0.1% | ETF |
IWR iShares Russell Mid-Cap ETF | $725,183 | $489,740 ▲ | 208.0% | 7,885 | 0.1% | ETF |
ABBV AbbVie | $703,850 | $26,357 ▲ | 3.9% | 3,792 | 0.1% | Medical |
PG Procter & Gamble | $646,586 | $15,774 ▲ | 2.5% | 4,058 | 0.1% | Consumer Staples |
AMGN Amgen | $620,746 | $8,098 ▲ | 1.3% | 2,223 | 0.1% | Medical |
BITQ Bitwise Crypto Industry Innovators ETF | $618,958 | $1,972 ▼ | -0.3% | 31,387 | 0.1% | ETF |
FNDX Schwab Fundamental U.S. Large Company ETF | $607,605 | $2,675 ▲ | 0.4% | 24,760 | 0.1% | ETF |
WMT Walmart | $601,046 | $48,107 ▲ | 8.7% | 6,147 | 0.1% | Retail/Wholesale |
ARHS Arhaus | $585,432 | $7,930 ▼ | -1.3% | 326,905 | 0.1% | Retail/Wholesale |
AON AON | $582,297 | $8,206 ▲ | 1.4% | 1,632 | 0.1% | Finance |
MVF BlackRock MuniVest Fund | $576,941 | $49,008 ▲ | 9.3% | 87,681 | 0.1% | Finance |
MHD BlackRock MuniHoldings Fund | $576,397 | $163,677 ▲ | 39.7% | 51,464 | 0.1% | Financial Services |
IJT iShares S&P Small-Cap 600 Growth ETF | $576,064 | $1,064 ▲ | 0.2% | 4,330 | 0.1% | ETF |
VIOO Vanguard S&P Small-Cap 600 ETF | $554,661 | $17,210 ▼ | -3.0% | 5,479 | 0.1% | ETF |
RYAM Rayonier Advanced Materials | $538,808 | $63,252 ▲ | 13.3% | 139,950 | 0.1% | Basic Materials |
SPGI S&P Global | $494,427 | $160,768 ▲ | 48.2% | 938 | 0.0% | Finance |
NFLX Netflix | $491,461 | $20,087 ▲ | 4.3% | 367 | 0.0% | Consumer Discretionary |
CRWD CrowdStrike | $476,205 | $54,496 ▲ | 12.9% | 935 | 0.0% | Computer and Technology |
CCJ Cameco | $475,592 | $475,592 ▲ | New Holding | 6,407 | 0.0% | Basic Materials |
LLY Eli Lilly and Company | $456,725 | $31,176 ▲ | 7.3% | 586 | 0.0% | Medical |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $454,142 | $12,829 ▼ | -2.7% | 3,363 | 0.0% | ETF |
EATON VANCE MUN BD FD COM
| $438,767 | $123,418 ▲ | 39.1% | 45,374 | 0.0% | COM |
IWB iShares Russell 1000 ETF | $431,963 | $1,019 ▲ | 0.2% | 1,272 | 0.0% | ETF |
WFC Wells Fargo & Company | $416,660 | $416,660 ▲ | New Holding | 5,200 | 0.0% | Finance |
HD Home Depot | $407,561 | $23,823 ▲ | 6.2% | 1,112 | 0.0% | Retail/Wholesale |
GE GE Aerospace | $406,419 | $36,035 ▲ | 9.7% | 1,579 | 0.0% | Aerospace |
FXF Invesco CurrencyShares Swiss Franc Trust | $391,275 | | 0.0% | 3,500 | 0.0% | ETF |
TMUS T-Mobile US | $377,003 | $377,003 ▲ | New Holding | 1,582 | 0.0% | Computer and Technology |
MDYG SPDR S&P 400 Mid Cap Growth ETF | $376,121 | | 0.0% | 367,706 | 0.0% | ETF |
RTX RTX | $373,045 | $16,353 ▲ | 4.6% | 2,555 | 0.0% | Aerospace |
TJX TJX Companies | $365,970 | $23,830 ▲ | 7.0% | 2,964 | 0.0% | Retail/Wholesale |
FI Fiserv | $362,233 | $112,756 ▲ | 45.2% | 2,101 | 0.0% | Business Services |
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