SCHG Schwab U.S. Large-Cap Growth ETF | $61,795,027 | $1,311,157 ▲ | 2.2% | 1,719,873 | 4.4% | ETF |
DGRO iShares Core Dividend Growth ETF | $44,396,669 | $227,527 ▲ | 0.5% | 588,893 | 3.2% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $42,592,218 | $824,789 ▲ | 2.0% | 1,278,661 | 3.1% | ETF |
AAPL Apple | $37,925,628 | $691,682 ▼ | -1.8% | 113,884 | 2.7% | Technology |
VGT Vanguard Information Technology ETF | $36,555,582 | $238,522 ▼ | -0.6% | 290,885 | 2.6% | ETF |
IWF iShares Russell 1000 Growth ETF | $34,749,089 | $496,405 ▼ | -1.4% | 277,416 | 2.5% | ETF |
IWB iShares Russell 1000 ETF | $33,734,486 | $363,698 ▼ | -1.1% | 81,067 | 2.4% | ETF |
IVV iShares Core S&P 500 ETF | $29,856,199 | $1,178,655 ▲ | 4.1% | 38,984 | 2.1% | ETF |
MSFT Microsoft | $28,408,684 | $1,240,691 ▼ | -4.2% | 55,389 | 2.0% | Technology |
BSV Vanguard Short-Term Bond ETF | $24,767,696 | $528,534 ▲ | 2.2% | 324,185 | 1.8% | ETF |
IWR iShares Russell Mid-Cap ETF | $24,163,689 | $789,119 ▼ | -3.2% | 226,443 | 1.7% | ETF |
PTY Pimco Corporate & Income Opportunity Fund | $19,833,153 | $515,191 ▲ | 2.7% | 1,801,376 | 1.4% | Finance |
PIMCO ETF TR
| $19,413,236 | $9,893,270 ▲ | 103.9% | 387,065 | 1.4% | INFLATION PLUS |
CWB SPDR Bloomberg Convertible Securities ETF | $18,217,301 | $141,956 ▼ | -0.8% | 180,048 | 1.3% | ETF |
BRK.B Berkshire Hathaway | $17,471,978 | $492,968 ▼ | -2.7% | 35,088 | 1.3% | Finance |
NVDA NVIDIA | $17,345,839 | $382,078 ▲ | 2.3% | 75,952 | 1.2% | Technology |
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $16,732,881 | $35,067 ▼ | -0.2% | 182,276 | 1.2% | ETF |
GLD SPDR Gold Shares | $16,328,658 | $147,006 ▲ | 0.9% | 42,875 | 1.2% | ETF |
JNJ Johnson & Johnson | $16,232,818 | $168,637 ▲ | 1.0% | 61,317 | 1.2% | Healthcare |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $15,062,024 | $75,131 ▼ | -0.5% | 103,847 | 1.1% | ETF |
COWZ Pacer US Cash Cows 100 ETF | $14,046,195 | $144,135 ▲ | 1.0% | 210,398 | 1.0% | ETF |
IYF iShares U.S. Financials ETF | $13,849,601 | $446,469 ▼ | -3.1% | 110,215 | 1.0% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $13,686,182 | $634,777 ▼ | -4.4% | 148,682 | 1.0% | ETF |
JPM JPMorgan Chase & Co. | $13,419,707 | $318,918 ▲ | 2.4% | 40,564 | 1.0% | Finance |
SCHD Schwab US Dividend Equity ETF | $13,292,644 | $579,360 ▲ | 4.6% | 408,627 | 1.0% | ETF |
CSCO Cisco Systems | $13,113,500 | $14,961 ▼ | -0.1% | 121,839 | 0.9% | Technology |
IWD iShares Russell 1000 Value ETF | $12,990,955 | $535,536 ▲ | 4.3% | 52,397 | 0.9% | ETF |
AMZN Amazon.com | $12,977,324 | $129,310 ▼ | -1.0% | 52,086 | 0.9% | Consumer Discretionary |
IWM iShares Russell 2000 ETF | $12,432,599 | $468,248 ▲ | 3.9% | 44,739 | 0.9% | ETF |
SPHD Invesco S&P 500 High Dividend Low Volatility ETF | $11,878,724 | $666,184 ▲ | 5.9% | 246,549 | 0.9% | ETF |
GOOGL Alphabet | $11,738,258 | $783,124 ▼ | -6.3% | 34,115 | 0.8% | Communication Services |
IWP iShares Russell Mid-Cap Growth ETF | $11,459,882 | $19,964 ▼ | -0.2% | 83,236 | 0.8% | ETF |
RNP Cohen & Steers REIT and Preferred Income Fund | $11,448,509 | $281,876 ▲ | 2.5% | 613,861 | 0.8% | Finance |
NANR SPDR S&P North American Natural Resources ETF | $11,315,818 | $595,186 ▼ | -5.0% | 135,082 | 0.8% | ETF |
VO Vanguard Mid-Cap ETF | $11,194,742 | $508,317 ▲ | 4.8% | 142,754 | 0.8% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $10,997,092 | $56,581 ▲ | 0.5% | 68,415 | 0.8% | ETF |
IJR iShares Core S&P Small-Cap ETF | $10,823,657 | $236,438 ▼ | -2.1% | 79,562 | 0.8% | ETF |
BAC Bank of America | $10,538,568 | $106,846 ▼ | -1.0% | 193,617 | 0.8% | Finance |
FMB First Trust Managed Municipal ETF | $10,182,026 | $10,182,026 ▲ | New Holding | 212,746 | 0.7% | ETF |
QCOM Qualcomm | $10,034,964 | $65,518 ▼ | -0.6% | 54,526 | 0.7% | Technology |
GOLDMAN SACHS ETF TR
| $9,587,958 | $356,576 ▲ | 3.9% | 165,367 | 0.7% | NASDA 100 ETF |
VYM Vanguard High Dividend Yield ETF | $9,444,594 | $621 ▼ | 0.0% | 60,854 | 0.7% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $9,042,748 | $452,491 ▲ | 5.3% | 180,099 | 0.6% | ETF |
RTX RTX | $8,642,359 | $201,058 ▼ | -2.3% | 46,552 | 0.6% | Industrials |
QQQ Invesco QQQ | $8,624,292 | $8,877 ▼ | -0.1% | 11,658 | 0.6% | ETF |
UCON First Trust TCW Unconstrained Plus Bond ETF | $8,390,638 | $26,048 ▼ | -0.3% | 353,364 | 0.6% | ETF |
MRK Merck & Co., Inc. | $8,376,175 | $212,881 ▼ | -2.5% | 57,643 | 0.6% | Healthcare |
AMGN Amgen | $7,601,380 | $263,439 ▼ | -3.3% | 18,034 | 0.5% | Healthcare |
GOOG Alphabet | $7,551,475 | $85,185 ▼ | -1.1% | 22,162 | 0.5% | Communication Services |
CEFS Saba Closed-End Funds ETF | $7,151,355 | $524,148 ▲ | 7.9% | 291,690 | 0.5% | ETF |
VB Vanguard Small-Cap ETF | $7,076,131 | $875,662 ▲ | 14.1% | 24,873 | 0.5% | ETF |
XYLD Global X S&P 500 Covered Call ETF | $6,959,238 | $627,242 ▲ | 9.9% | 167,612 | 0.5% | ETF |
IWN iShares Russell 2000 Value ETF | $6,906,956 | $115,825 ▲ | 1.7% | 32,977 | 0.5% | ETF |
CVX Chevron | $6,906,607 | $246,278 ▼ | -3.4% | 33,821 | 0.5% | Energy |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $6,792,559 | $2,672,776 ▲ | 64.9% | 134,907 | 0.5% | ETF |
EXXONMOBIL HOLDINGS CORP
| $6,790,316 | $6,790,316 ▲ | New Holding | 41,722 | 0.5% | COM SHS |
IWO iShares Russell 2000 Growth ETF | $6,707,776 | $350,467 ▼ | -5.0% | 18,795 | 0.5% | ETF |
KMI Kinder Morgan | $6,674,718 | $33,014 ▲ | 0.5% | 221,384 | 0.5% | Energy |
IBM International Business Machines | $6,541,591 | $114,144 ▲ | 1.8% | 29,744 | 0.5% | Technology |
VOO Vanguard S&P 500 ETF | $6,500,735 | $13,317 ▲ | 0.2% | 9,275 | 0.5% | ETF |
IVW iShares S&P 500 Growth ETF | $6,339,363 | $79,381 ▲ | 1.3% | 44,562 | 0.5% | ETF |
IGLD FT Vest Gold Strategy Target Income ETF | $6,294,090 | $269,666 ▼ | -4.1% | 309,749 | 0.5% | ETF |
DJIA Global X Dow 30 Covered Call ETF | $6,206,386 | $166,761 ▲ | 2.8% | 279,316 | 0.4% | ETF |
SPY SPDR S&P 500 ETF Trust | $6,045,053 | $357,655 ▼ | -5.6% | 7,927 | 0.4% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $5,969,007 | $403,813 ▲ | 7.3% | 46,296 | 0.4% | ETF |
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund | $5,829,877 | $2,510,735 ▲ | 75.6% | 117,325 | 0.4% | ETF |
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund | $5,552,724 | $118,829 ▲ | 2.2% | 99,252 | 0.4% | ETF |
VONV Vanguard Russell 1000 Value ETF | $5,533,078 | $351,864 ▲ | 6.8% | 50,902 | 0.4% | ETF |
AMD Advanced Micro Devices | $5,402,205 | $532,819 ▼ | -9.0% | 8,831 | 0.4% | Technology |
SUB iShares Short-Term National Muni Bond ETF | $5,223,786 | $239,293 ▲ | 4.8% | 49,969 | 0.4% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $5,149,252 | $496,405 ▼ | -8.8% | 65,755 | 0.4% | ETF |
EMR Emerson Electric | $5,142,521 | $64,522 ▼ | -1.2% | 33,156 | 0.4% | Industrials |
VZ Verizon Communications | $5,104,285 | $95,593 ▼ | -1.8% | 111,277 | 0.4% | Communication Services |
VTI Vanguard Total Stock Market ETF | $4,884,887 | $111,896 ▲ | 2.3% | 13,053 | 0.4% | ETF |
AVGO Broadcom | $4,493,677 | $4,565 ▼ | -0.1% | 12,796 | 0.3% | Technology |
AMAT Applied Materials | $4,417,494 | $1,979,127 ▼ | -30.9% | 8,638 | 0.3% | Technology |
T AT&T | $4,388,911 | $88,547 ▼ | -2.0% | 179,874 | 0.3% | Communication Services |
ARISTA NETWORKS INC
| $4,338,096 | $384,785 ▲ | 9.7% | 21,308 | 0.3% | COM SHS |
EFA iShares MSCI EAFE ETF | $4,323,650 | $213,393 ▲ | 5.2% | 41,617 | 0.3% | ETF |
INTC Intel | $4,282,990 | $354,551 ▼ | -7.6% | 35,624 | 0.3% | Technology |
UNILEVER PLC
| $4,237,557 | $38,746 ▼ | -0.9% | 69,777 | 0.3% | SPON ADR NEW |
PFF iShares Preferred and Income Securities ETF | $4,063,337 | $64,546 ▲ | 1.6% | 137,740 | 0.3% | ETF |
XLK Technology Select Sector SPDR Fund | $3,970,131 | $180,478 ▲ | 4.8% | 20,282 | 0.3% | ETF |
EPD Enterprise Products Partners | $3,853,926 | $216,758 ▲ | 6.0% | 108,226 | 0.3% | Energy |
VTWO Vanguard Russell 2000 ETF | $3,816,077 | $18,520 ▲ | 0.5% | 33,999 | 0.3% | ETF |
CAT Caterpillar | $3,612,894 | $1,009,437 ▲ | 38.8% | 4,456 | 0.3% | Industrials |
CVS CVS Health | $3,600,909 | $32,390 ▼ | -0.9% | 42,023 | 0.3% | Healthcare |
PSX Phillips 66 | $3,592,108 | $62,549 ▲ | 1.8% | 14,070 | 0.3% | Energy |
LMT Lockheed Martin | $3,541,434 | $11,713 ▲ | 0.3% | 6,954 | 0.3% | Industrials |
GS The Goldman Sachs Group | $3,371,723 | $101,737 ▲ | 3.1% | 3,745 | 0.2% | Finance |
RLY SPDR SSgA Multi-Asset Real Return ETF | $3,323,742 | $1,737,454 ▲ | 109.5% | 91,841 | 0.2% | ETF |
VTV Vanguard Value ETF | $3,244,355 | $79,947 ▲ | 2.5% | 15,015 | 0.2% | ETF |
USB U.S. Bancorp | $3,155,573 | $30,902 ▼ | -1.0% | 54,632 | 0.2% | Finance |
COST Costco Wholesale | $3,103,840 | $305,012 ▼ | -8.9% | 3,409 | 0.2% | Consumer Staples |
TFC Truist Financial | $3,047,072 | $55,328 ▼ | -1.8% | 65,812 | 0.2% | Finance |
CMI Cummins | $3,019,352 | $48,041 ▼ | -1.6% | 5,845 | 0.2% | Industrials |
IJH iShares Core S&P Mid-Cap ETF | $2,973,998 | $70,871 ▼ | -2.3% | 41,334 | 0.2% | ETF |
RPG Invesco S&P 500 Pure Growth ETF | $2,950,092 | $6,129 ▼ | -0.2% | 50,541 | 0.2% | ETF |
MOAT VanEck Morningstar Wide Moat ETF | $2,901,317 | $47,570 ▲ | 1.7% | 27,446 | 0.2% | ETF |
BMY Bristol Myers Squibb | $2,884,069 | $13,853 ▼ | -0.5% | 46,219 | 0.2% | Healthcare |
