DGRO iShares Core Dividend Growth ETF | $92,034,382 | $5,759,323 ▲ | 6.7% | 1,585,159 | 4.3% | ETF |
VUG Vanguard Growth ETF | $90,959,667 | $9,301,618 ▲ | 11.4% | 264,363 | 4.2% | ETF |
VOE Vanguard Mid-Cap Value ETF | $67,190,363 | $3,456,043 ▲ | 5.4% | 431,055 | 3.1% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $60,517,583 | $2,870,577 ▲ | 5.0% | 256,758 | 2.8% | ETF |
IVV iShares Core S&P 500 ETF | $56,037,093 | $5,721,000 ▲ | 11.4% | 106,589 | 2.6% | ETF |
BRK.B Berkshire Hathaway | $51,552,045 | $1,358,282 ▲ | 2.7% | 122,591 | 2.4% | Finance |
JAVA JPMorgan Active Value ETF | $44,282,939 | $995,792 ▼ | -2.2% | 739,404 | 2.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $35,987,087 | $2,665,649 ▼ | -6.9% | 719,067 | 1.7% | ETF |
AAPL Apple | $35,614,508 | $7,017,389 ▲ | 24.5% | 207,788 | 1.7% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $30,286,526 | $1,115,706 ▲ | 3.8% | 63,005 | 1.4% | ETF |
JGRO JPMorgan Active Growth ETF | $29,778,151 | $14,435,694 ▲ | 94.1% | 424,129 | 1.4% | ETF |
SLYV SPDR S&P 600 Small CapValue ETF | $27,480,894 | $2,189,344 ▲ | 8.7% | 331,313 | 1.3% | ETF |
MSFT Microsoft | $27,060,088 | $5,882,134 ▲ | 27.8% | 64,318 | 1.3% | Computer and Technology |
SCHG Schwab U.S. Large-Cap Growth ETF | $26,582,468 | $13,302,731 ▼ | -33.4% | 286,696 | 1.2% | ETF |
IMCG iShares Morningstar Mid-Cap Growth ETF | $25,942,921 | $13,388,933 ▲ | 106.7% | 367,047 | 1.2% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $24,974,478 | $1,156,359 ▲ | 4.9% | 498,492 | 1.2% | ETF |
NVDA NVIDIA | $24,557,909 | $4,797,010 ▲ | 24.3% | 27,179 | 1.1% | Computer and Technology |
VBK Vanguard Small-Cap Growth ETF | $23,152,330 | $1,170,625 ▲ | 5.3% | 88,901 | 1.1% | ETF |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $22,399,668 | $2,808,207 ▲ | 14.3% | 1,096,410 | 1.0% | ETF |
MGK Vanguard Mega Cap Growth ETF | $22,293,882 | $644,019 ▼ | -2.8% | 77,784 | 1.0% | ETF |
IJR iShares Core S&P Small-Cap ETF | $21,450,235 | $588,853 ▼ | -2.7% | 194,084 | 1.0% | ETF |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $21,247,555 | $3,368,647 ▲ | 18.8% | 1,161,068 | 1.0% | ETF |
SCHB Schwab US Broad Market ETF | $20,777,162 | $41,148 ▲ | 0.2% | 340,330 | 1.0% | ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $20,688,262 | $2,845,990 ▲ | 16.0% | 1,072,486 | 1.0% | ETF |
VBR Vanguard Small-Cap Value ETF | $20,660,102 | $6,603,227 ▲ | 47.0% | 107,671 | 1.0% | ETF |
MUB iShares National Muni Bond ETF | $19,350,341 | $1,484,178 ▲ | 8.3% | 179,934 | 0.9% | ETF |
SPY SPDR S&P 500 ETF Trust | $18,547,287 | $16,326,822 ▲ | 735.3% | 35,458 | 0.9% | Finance |
SCHO Schwab Short-Term U.S. Treasury ETF | $17,726,325 | $1,184,329 ▲ | 7.2% | 367,689 | 0.8% | ETF |
SCHP Schwab U.S. TIPS ETF | $17,457,359 | $1,163,692 ▲ | 7.1% | 334,688 | 0.8% | ETF |
BNDX Vanguard Total International Bond ETF | $16,944,428 | $962,848 ▲ | 6.0% | 344,468 | 0.8% | ETF |
IVW iShares S&P 500 Growth ETF | $16,691,953 | $17,141 ▲ | 0.1% | 197,678 | 0.8% | ETF |
AMZN Amazon.com | $15,114,570 | $1,772,253 ▲ | 13.3% | 83,792 | 0.7% | Retail/Wholesale |
XMHQ Invesco S&P MidCap Quality ETF | $14,806,811 | $6,134,857 ▲ | 70.7% | 134,546 | 0.7% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $13,567,660 | $1,852,532 ▲ | 15.8% | 315,233 | 0.6% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $13,436,851 | $2,202,923 ▲ | 19.6% | 166,896 | 0.6% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $12,464,623 | $808,717 ▲ | 6.9% | 164,008 | 0.6% | ETF |
BA Boeing | $12,283,701 | $8,314,064 ▲ | 209.4% | 63,649 | 0.6% | Aerospace |
META Meta Platforms | $12,094,415 | $384,582 ▲ | 3.3% | 24,907 | 0.6% | Computer and Technology |
GOOGL Alphabet | $11,890,616 | $3,078,079 ▲ | 34.9% | 78,782 | 0.6% | Computer and Technology |
XOM Exxon Mobil | $10,235,530 | $3,510,686 ▲ | 52.2% | 88,055 | 0.5% | Oils/Energy |
JPM JPMorgan Chase & Co. | $10,211,713 | $2,319,078 ▲ | 29.4% | 50,982 | 0.5% | Finance |
IWP iShares Russell Mid-Cap Growth ETF | $10,177,796 | $4,060,720 ▼ | -28.5% | 89,268 | 0.5% | ETF |
SCHD Schwab US Dividend Equity ETF | $9,976,887 | $274,166 ▲ | 2.8% | 123,835 | 0.5% | ETF |
VTV Vanguard Value ETF | $9,711,152 | $547,543 ▼ | -5.3% | 59,628 | 0.5% | ETF |
UNP Union Pacific | $9,676,397 | $652,455 ▲ | 7.2% | 39,346 | 0.4% | Transportation |
MGV Vanguard Mega Cap Value ETF | $9,522,228 | $216,194 ▼ | -2.2% | 79,677 | 0.4% | ETF |
ABBV AbbVie | $8,882,389 | $589,464 ▲ | 7.1% | 48,777 | 0.4% | Medical |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $8,619,544 | $1,801,241 ▲ | 26.4% | 161,596 | 0.4% | ETF |
VYM Vanguard High Dividend Yield ETF | $8,578,846 | $265,817 ▲ | 3.2% | 70,905 | 0.4% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $8,529,371 | $71,252 ▲ | 0.8% | 104,744 | 0.4% | ETF |
ORCL Oracle | $8,514,039 | $623,282 ▲ | 7.9% | 67,781 | 0.4% | Computer and Technology |
IJH iShares Core S&P Mid-Cap ETF | $8,092,042 | $6,393,202 ▲ | 376.3% | 133,224 | 0.4% | ETF |
SYLD Cambria Shareholder Yield ETF | $7,962,031 | $4,394,148 ▼ | -35.6% | 108,667 | 0.4% | ETF |
HYLB X-trackers USD High Yield Corporate Bond ETF | $7,932,856 | $3,728,313 ▲ | 88.7% | 222,146 | 0.4% | ETF |
VO Vanguard Mid-Cap ETF | $7,583,919 | $593,930 ▲ | 8.5% | 32,344 | 0.4% | ETF |
HD Home Depot | $7,521,538 | $1,071,437 ▲ | 16.6% | 19,607 | 0.3% | Retail/Wholesale |
VWO Vanguard FTSE Emerging Markets ETF | $7,323,590 | $1,665,206 ▼ | -18.5% | 175,331 | 0.3% | ETF |
IWB iShares Russell 1000 ETF | $7,290,843 | $5,754,464 ▲ | 374.5% | 25,412 | 0.3% | ETF |
BSJO Invesco BulletShares 2024 High Yield Corporate Bond ETF | $7,202,787 | $32,481 ▲ | 0.5% | 316,884 | 0.3% | ETF |
VNQ Vanguard Real Estate ETF | $7,131,136 | $478,444 ▼ | -6.3% | 82,558 | 0.3% | ETF |
MA Mastercard | $7,070,000 | $598,598 ▲ | 9.2% | 14,681 | 0.3% | Business Services |
QQQ Invesco QQQ | $7,009,341 | $223,343 ▼ | -3.1% | 15,786 | 0.3% | Finance |
JNJ Johnson & Johnson | $6,969,119 | $1,058,142 ▲ | 17.9% | 44,055 | 0.3% | Medical |
VWOB Vanguard Emerging Markets Government Bond ETF | $6,881,049 | $351,242 ▲ | 5.4% | 107,768 | 0.3% | ETF |
XLRE Real Estate Select Sector SPDR Fund | $6,792,230 | $3,058,290 ▼ | -31.0% | 171,824 | 0.3% | ETF |
BRK.A Berkshire Hathaway | $6,344,400 | $4,441,080 ▲ | 233.3% | 10 | 0.3% | Finance |
UNH UnitedHealth Group | $6,328,201 | $1,917,951 ▲ | 43.5% | 12,792 | 0.3% | Medical |
ZACKS SMALL/MID CAP ETF
| $6,305,915 | $6,305,915 ▲ | New Holding | 199,298 | 0.3% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $6,241,336 | $2,465,523 ▼ | -28.3% | 76,318 | 0.3% | Manufacturing |
VXUS Vanguard Total International Stock ETF | $6,177,285 | $315,672 ▲ | 5.4% | 102,442 | 0.3% | ETF |
DIS Walt Disney | $6,003,689 | $941,755 ▲ | 18.6% | 49,164 | 0.3% | Consumer Discretionary |
CRM Salesforce | $5,876,322 | $380,993 ▲ | 6.9% | 19,511 | 0.3% | Computer and Technology |
VV Vanguard Large-Cap ETF | $5,831,667 | $356,537 ▼ | -5.8% | 24,322 | 0.3% | ETF |
VTI Vanguard Total Stock Market ETF | $5,423,912 | $666,131 ▲ | 14.0% | 20,869 | 0.3% | ETF |
HEGD Swan Hedged Equity US Large Cap ETF | $5,416,666 | $5,416,666 ▲ | New Holding | 261,296 | 0.3% | ETF |
PG Procter & Gamble | $5,416,646 | $818,984 ▲ | 17.8% | 35,027 | 0.3% | Consumer Staples |
IEFA iShares Core MSCI EAFE ETF | $5,388,280 | $2,206,509 ▲ | 69.3% | 72,598 | 0.3% | ETF |
SCHH Schwab U.S. REIT ETF | $5,184,400 | $519,762 ▲ | 11.1% | 255,389 | 0.2% | ETF |
GS The Goldman Sachs Group | $5,103,562 | $549,287 ▲ | 12.1% | 12,218 | 0.2% | Finance |
CVX Chevron | $5,100,312 | $1,819,568 ▲ | 55.5% | 32,333 | 0.2% | Oils/Energy |
LLY Eli Lilly and Company | $5,068,925 | $1,229,302 ▲ | 32.0% | 6,515 | 0.2% | Medical |
COST Costco Wholesale | $5,018,161 | $529,731 ▲ | 11.8% | 6,849 | 0.2% | Retail/Wholesale |
ACN Accenture | $4,929,772 | $832,605 ▲ | 20.3% | 14,222 | 0.2% | Business Services |
FI Fiserv | $4,909,990 | $257,949 ▲ | 5.5% | 30,722 | 0.2% | Business Services |
MCD McDonald's | $4,794,890 | $833,171 ▲ | 21.0% | 17,006 | 0.2% | Retail/Wholesale |
FHN First Horizon | $4,691,970 | $4,674,830 ▲ | 27,274.0% | 304,673 | 0.2% | Finance |
ESGE iShares ESG Aware MSCI EM ETF | $4,632,666 | $4,632,666 ▲ | New Holding | 143,737 | 0.2% | Manufacturing |
GLDM SPDR Gold MiniShares Trust | $4,623,047 | $284,211 ▲ | 6.6% | 104,950 | 0.2% | Finance |
IWY iShares Russell Top 200 Growth ETF | $4,595,683 | $637,601 ▼ | -12.2% | 23,555 | 0.2% | ETF |
V Visa | $4,569,018 | $1,449,884 ▲ | 46.5% | 16,371 | 0.2% | Business Services |
FTCS First Trust Capital Strength ETF | $4,487,788 | $143,295 ▼ | -3.1% | 52,396 | 0.2% | ETF |
BAC Bank of America | $4,463,767 | $983,003 ▲ | 28.2% | 117,715 | 0.2% | Finance |
XLK Technology Select Sector SPDR Fund | $4,359,289 | $4,181,627 ▲ | 2,353.7% | 20,930 | 0.2% | ETF |
FLOT iShares Floating Rate Bond ETF | $4,263,771 | $4,261,167 ▲ | 163,635.3% | 83,505 | 0.2% | ETF |
AXP American Express | $4,249,905 | $53,053 ▼ | -1.2% | 18,665 | 0.2% | Finance |
SYK Stryker | $4,218,925 | $50,464 ▲ | 1.2% | 11,788 | 0.2% | Medical |
BIV Vanguard Intermediate-Term Bond ETF | $4,212,298 | $674,679 ▼ | -13.8% | 55,866 | 0.2% | ETF |
TSLA Tesla | $4,134,289 | $1,123,842 ▲ | 37.3% | 23,518 | 0.2% | Auto/Tires/Trucks |
GOOG Alphabet | $4,093,680 | $945,691 ▲ | 30.0% | 26,886 | 0.2% | Computer and Technology |
AVGO Broadcom | $4,074,557 | $811,200 ▲ | 24.9% | 3,074 | 0.2% | Computer and Technology |
