VOO Vanguard S&P 500 ETF | $24,722,768 | $209,104 ▲ | 0.9% | 51,431 | 7.7% | ETF |
VO Vanguard Mid-Cap ETF | $11,617,424 | $3,380,586 ▲ | 41.0% | 46,496 | 3.6% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $11,375,255 | $512,427 ▲ | 4.7% | 116,144 | 3.5% | Finance |
IEFA iShares Core MSCI EAFE ETF | $11,003,339 | $681,497 ▲ | 6.6% | 148,251 | 3.4% | ETF |
AAPL Apple | $10,423,375 | $1,029 ▲ | 0.0% | 60,785 | 3.2% | Computer and Technology |
IJR iShares Core S&P Small-Cap ETF | $8,786,106 | $441,405 ▲ | 5.3% | 79,500 | 2.7% | ETF |
SCHD Schwab US Dividend Equity ETF | $8,031,627 | $281,710 ▲ | 3.6% | 99,615 | 2.5% | ETF |
PEN Penumbra | $7,723,590 | $55,795 ▲ | 0.7% | 34,607 | 2.4% | Medical |
LNC Lincoln National | $7,011,317 | $93,619 ▼ | -1.3% | 219,584 | 2.2% | Finance |
MSFT Microsoft | $6,770,998 | $35,340 ▼ | -0.5% | 16,094 | 2.1% | Computer and Technology |
COST Costco Wholesale | $6,591,293 | $3,663 ▲ | 0.1% | 8,997 | 2.1% | Retail/Wholesale |
MSI Motorola Solutions | $6,523,356 | $22,718 ▲ | 0.3% | 18,377 | 2.0% | Computer and Technology |
CAT Caterpillar | $6,496,580 | $733 ▲ | 0.0% | 17,729 | 2.0% | Industrial Products |
V Visa | $5,799,134 | $9,489 ▲ | 0.2% | 20,779 | 1.8% | Business Services |
QQQ Invesco QQQ | $5,705,529 | $302,371 ▼ | -5.0% | 12,850 | 1.8% | Finance |
PG Procter & Gamble | $4,825,315 | $32,450 ▼ | -0.7% | 29,740 | 1.5% | Consumer Staples |
JNJ Johnson & Johnson | $4,555,033 | $65,490 ▲ | 1.5% | 28,795 | 1.4% | Medical |
IEMG iShares Core MSCI Emerging Markets ETF | $4,372,859 | $304,692 ▲ | 7.5% | 84,747 | 1.4% | ETF |
AMZN Amazon.com | $4,255,345 | $39,684 ▼ | -0.9% | 23,591 | 1.3% | Retail/Wholesale |
GOOG Alphabet | $4,087,420 | $60,143 ▼ | -1.5% | 26,845 | 1.3% | Computer and Technology |
IWM iShares Russell 2000 ETF | $3,702,845 | $41,851 ▼ | -1.1% | 17,607 | 1.2% | Finance |
HD Home Depot | $3,654,629 | $97,053 ▼ | -2.6% | 9,527 | 1.1% | Retail/Wholesale |
JPM JPMorgan Chase & Co. | $3,593,914 | $9,815 ▼ | -0.3% | 17,943 | 1.1% | Finance |
MRK Merck & Co., Inc. | $3,517,164 | $1,320 ▲ | 0.0% | 26,655 | 1.1% | Medical |
NSC Norfolk Southern | $3,488,915 | | 0.0% | 13,689 | 1.1% | Transportation |
RSP Invesco S&P 500 Equal Weight ETF | $3,309,279 | $4,234 ▼ | -0.1% | 19,539 | 1.0% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $3,214,044 | $160,965 ▲ | 5.3% | 55,549 | 1.0% | ETF |
ABT Abbott Laboratories | $3,182,480 | | 0.0% | 28,000 | 1.0% | Medical |
KO Coca-Cola | $3,138,009 | $6,118 ▲ | 0.2% | 51,291 | 1.0% | Consumer Staples |
MCD McDonald's | $3,079,740 | $20,018 ▼ | -0.6% | 10,923 | 1.0% | Retail/Wholesale |
DG Dollar General | $2,953,279 | $10,300 ▲ | 0.3% | 18,924 | 0.9% | Retail/Wholesale |
VZ Verizon Communications | $2,879,052 | $221,130 ▼ | -7.1% | 68,614 | 0.9% | Computer and Technology |
MPC Marathon Petroleum | $2,699,756 | $41,913 ▼ | -1.5% | 13,398 | 0.8% | Oils/Energy |
CRM Salesforce | $2,679,900 | $16,264 ▲ | 0.6% | 8,898 | 0.8% | Computer and Technology |
UPS United Parcel Service | $2,617,830 | $30,767 ▲ | 1.2% | 17,613 | 0.8% | Transportation |
ETN Eaton | $2,595,800 | $73,478 ▼ | -2.8% | 8,302 | 0.8% | Industrial Products |
WMT Walmart | $2,537,862 | $1,694,455 ▲ | 200.9% | 42,178 | 0.8% | Retail/Wholesale |
FDX FedEx | $2,471,482 | $3,477 ▼ | -0.1% | 8,530 | 0.8% | Transportation |
DE Deere & Company | $2,276,732 | | 0.0% | 5,543 | 0.7% | Industrial Products |
CSCO Cisco Systems | $2,254,361 | $94,678 ▲ | 4.4% | 45,169 | 0.7% | Computer and Technology |
MDT Medtronic | $2,140,589 | $98,829 ▲ | 4.8% | 24,562 | 0.7% | Medical |
UNP Union Pacific | $2,109,297 | $16,477 ▲ | 0.8% | 8,577 | 0.7% | Transportation |
DIS Walt Disney | $2,015,392 | $102,415 ▼ | -4.8% | 16,471 | 0.6% | Consumer Discretionary |
CB Chubb | $1,997,634 | $7,774 ▲ | 0.4% | 7,709 | 0.6% | Finance |
AVGO Broadcom | $1,985,464 | $102,057 ▼ | -4.9% | 1,498 | 0.6% | Computer and Technology |
PFE Pfizer | $1,967,594 | $305 ▲ | 0.0% | 70,904 | 0.6% | Medical |
CME CME Group | $1,801,449 | $40,257 ▲ | 2.3% | 8,368 | 0.6% | Finance |
SPY SPDR S&P 500 ETF Trust | $1,780,983 | $455,053 ▼ | -20.4% | 3,405 | 0.6% | Finance |
CMCSA Comcast | $1,649,684 | $93,463 ▲ | 6.0% | 38,055 | 0.5% | Consumer Discretionary |
FCNCA First Citizens BancShares | $1,635,000 | | 0.0% | 1,000 | 0.5% | Finance |
DRI Darden Restaurants | $1,596,306 | $45,800 ▲ | 3.0% | 9,550 | 0.5% | Retail/Wholesale |
CVS CVS Health | $1,576,456 | | 0.0% | 19,765 | 0.5% | Retail/Wholesale |
IJH iShares Core S&P Mid-Cap ETF | $1,551,421 | $659,576 ▲ | 74.0% | 25,542 | 0.5% | ETF |
APD Air Products and Chemicals | $1,548,080 | $156,504 ▲ | 11.2% | 6,390 | 0.5% | Basic Materials |
RY Royal Bank of Canada | $1,522,442 | $7,364 ▲ | 0.5% | 15,092 | 0.5% | Finance |
IWP iShares Russell Mid-Cap Growth ETF | $1,519,203 | | 0.0% | 13,310 | 0.5% | ETF |
DVN Devon Energy | $1,516,936 | $158,117 ▲ | 11.6% | 30,230 | 0.5% | Oils/Energy |
TFC Truist Financial | $1,514,812 | $24,558 ▼ | -1.6% | 38,861 | 0.5% | Finance |
DUK Duke Energy | $1,493,829 | $580 ▲ | 0.0% | 15,446 | 0.5% | Utilities |
SO Southern | $1,491,678 | $1,363 ▲ | 0.1% | 20,793 | 0.5% | Utilities |
XOM Exxon Mobil | $1,481,479 | | 0.0% | 12,745 | 0.5% | Oils/Energy |
SYK Stryker | $1,478,003 | $5,726 ▼ | -0.4% | 4,130 | 0.5% | Medical |
LLY Eli Lilly and Company | $1,458,675 | $7,002 ▲ | 0.5% | 1,875 | 0.5% | Medical |
USHY iShares Broad USD High Yield Corporate Bond ETF | $1,431,730 | $20,637 ▼ | -1.4% | 39,129 | 0.4% | ETF |
BBY Best Buy | $1,367,277 | $115,908 ▲ | 9.3% | 16,668 | 0.4% | Retail/Wholesale |
CVX Chevron | $1,355,941 | $2,997 ▲ | 0.2% | 8,596 | 0.4% | Oils/Energy |
IWF iShares Russell 1000 Growth ETF | $1,333,594 | $18,199 ▼ | -1.3% | 3,957 | 0.4% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $1,304,219 | $292,541 ▼ | -18.3% | 25,996 | 0.4% | ETF |
PFF iShares Preferred and Income Securities ETF | $1,210,752 | $166,984 ▲ | 16.0% | 37,566 | 0.4% | ETF |
IEF iShares 7-10 Year Treasury Bond ETF | $1,127,685 | $118,514 ▲ | 11.7% | 11,913 | 0.4% | ETF |
PEP PepsiCo | $1,093,487 | $700 ▲ | 0.1% | 6,248 | 0.3% | Consumer Staples |
JCI Johnson Controls International | $1,056,812 | $180,218 ▲ | 20.6% | 16,179 | 0.3% | Industrial Products |
DOW DOW | $1,021,375 | $637 ▲ | 0.1% | 17,631 | 0.3% | Basic Materials |
FLRN SPDR Bloomberg Barclays Investment Grade Floating Rate ETF | $998,707 | $20,194 ▼ | -2.0% | 32,394 | 0.3% | ETF |
LOW Lowe's Companies | $970,199 | $3,057 ▼ | -0.3% | 3,809 | 0.3% | Retail/Wholesale |
NVDA NVIDIA | $949,642 | $65,056 ▲ | 7.4% | 1,051 | 0.3% | Computer and Technology |
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF | $938,849 | $938,849 ▲ | New Holding | 20,771 | 0.3% | ETF |
GOOGL Alphabet | $932,144 | $50,411 ▲ | 5.7% | 6,176 | 0.3% | Computer and Technology |
META Meta Platforms | $912,442 | $44,675 ▼ | -4.7% | 1,879 | 0.3% | Computer and Technology |
TT Trane Technologies | $904,326 | $6,906 ▼ | -0.8% | 3,012 | 0.3% | Business Services |
QS QuantumScape | $902,609 | $450,364 ▲ | 99.6% | 143,499 | 0.3% | Auto/Tires/Trucks |
DVY iShares Select Dividend ETF | $869,481 | $49,146 ▼ | -5.3% | 7,059 | 0.3% | ETF |
AMD Advanced Micro Devices | $852,815 | $7,039 ▲ | 0.8% | 4,725 | 0.3% | Computer and Technology |
UNH UnitedHealth Group | $845,094 | $15,833 ▲ | 1.9% | 1,708 | 0.3% | Medical |
ALL Allstate | $810,867 | $92,557 ▼ | -10.2% | 4,687 | 0.3% | Finance |
IQV IQVIA | $762,463 | $9,357 ▲ | 1.2% | 3,015 | 0.2% | Medical |
IBM International Business Machines | $760,048 | $573 ▲ | 0.1% | 3,980 | 0.2% | Computer and Technology |
EEM iShares MSCI Emerging Markets ETF | $758,378 | $20,951 ▲ | 2.8% | 18,461 | 0.2% | Finance |
KHC Kraft Heinz | $755,698 | $55,349 ▲ | 7.9% | 20,480 | 0.2% | Consumer Staples |
NXPI NXP Semiconductors | $754,502 | $7,434 ▲ | 1.0% | 3,045 | 0.2% | Computer and Technology |
ICE Intercontinental Exchange | $749,359 | $825 ▲ | 0.1% | 5,453 | 0.2% | Finance |
ABBV AbbVie | $744,425 | $18,210 ▼ | -2.4% | 4,088 | 0.2% | Medical |
HAL Halliburton | $743,728 | $2,878 ▲ | 0.4% | 18,867 | 0.2% | Oils/Energy |
DD DuPont de Nemours | $741,052 | $153 ▲ | 0.0% | 9,665 | 0.2% | Basic Materials |
TJX TJX Companies | $737,752 | $7,201 ▲ | 1.0% | 7,274 | 0.2% | Retail/Wholesale |
EFA iShares MSCI EAFE ETF | $734,153 | $27,472 ▼ | -3.6% | 9,193 | 0.2% | Finance |
BX Blackstone | $732,913 | | 0.0% | 5,579 | 0.2% | Finance |
BRK.B Berkshire Hathaway | $698,904 | $19,344 ▲ | 2.8% | 1,662 | 0.2% | Finance |
FANG Diamondback Energy | $689,541 | $26,353 ▲ | 4.0% | 3,480 | 0.2% | Oils/Energy |
WOLF Wolfspeed | $689,061 | $1,888 ▼ | -0.3% | 23,358 | 0.2% | Computer and Technology |
EW Edwards Lifesciences | $685,452 | $35,739 ▲ | 5.5% | 7,173 | 0.2% | Medical |
INTC Intel | $653,446 | $442 ▲ | 0.1% | 14,794 | 0.2% | Computer and Technology |
SPGI S&P Global | $648,546 | $11,916 ▲ | 1.9% | 1,524 | 0.2% | Business Services |
LHX L3Harris Technologies | $636,083 | $10,442 ▲ | 1.7% | 2,985 | 0.2% | Aerospace |
VBF Invesco Bond Fund | $628,066 | $19,938 ▲ | 3.3% | 40,132 | 0.2% | Finance |
GS The Goldman Sachs Group | $621,105 | | 0.0% | 1,487 | 0.2% | Finance |
STE STERIS | $620,786 | $19,786 ▲ | 3.3% | 2,761 | 0.2% | Medical |
SNOW Snowflake | $602,606 | $323 ▲ | 0.1% | 3,729 | 0.2% | Computer and Technology |
ODFL Old Dominion Freight Line | $592,576 | $296,288 ▲ | 100.0% | 2,702 | 0.2% | Transportation |
IAU iShares Gold Trust | $537,434 | | 0.0% | 12,793 | 0.2% | Finance |
IWD iShares Russell 1000 Value ETF | $524,971 | $11,821 ▼ | -2.2% | 2,931 | 0.2% | ETF |
FDUS Fidus Investment | $490,149 | $4,797 ▲ | 1.0% | 24,830 | 0.2% | Finance |
EL Estée Lauder Companies | $477,359 | $56,414 ▲ | 13.4% | 3,097 | 0.1% | Consumer Staples |
CTVA Corteva | $476,961 | $115 ▲ | 0.0% | 8,271 | 0.1% | Consumer Staples |
QTEC First Trust NASDAQ 100 Technology Index Fund | $476,700 | | 0.0% | 2,500 | 0.1% | Manufacturing |
FI Fiserv | $476,104 | $27,010 ▼ | -5.4% | 2,979 | 0.1% | Business Services |
BND Vanguard Total Bond Market ETF | $474,564 | | 0.0% | 6,534 | 0.1% | ETF |
D Dominion Energy | $467,652 | $19,676 ▲ | 4.4% | 9,507 | 0.1% | Utilities |
BAC Bank of America | $460,387 | | 0.0% | 12,141 | 0.1% | Finance |
CTAS Cintas | $437,638 | | 0.0% | 637 | 0.1% | Industrial Products |
VWO Vanguard FTSE Emerging Markets ETF | $415,277 | $66,832 ▼ | -13.9% | 9,942 | 0.1% | ETF |
LMT Lockheed Martin | $410,505 | | 0.0% | 902 | 0.1% | Aerospace |
SWKS Skyworks Solutions | $395,368 | | 0.0% | 3,650 | 0.1% | Computer and Technology |
IVW iShares S&P 500 Growth ETF | $390,197 | $106,141 ▼ | -21.4% | 4,621 | 0.1% | ETF |
AMGN Amgen | $389,263 | | 0.0% | 1,369 | 0.1% | Medical |
IVV iShares Core S&P 500 ETF | $386,412 | | 0.0% | 735 | 0.1% | ETF |
HUBS HubSpot | $374,056 | | 0.0% | 597 | 0.1% | Computer and Technology |
ACWI iShares MSCI ACWI ETF | $330,390 | | 0.0% | 3,000 | 0.1% | Manufacturing |
SHY iShares 1-3 Year Treasury Bond ETF | $325,648 | $16,683 ▲ | 5.4% | 3,982 | 0.1% | Manufacturing |
ISRG Intuitive Surgical | $319,671 | | 0.0% | 801 | 0.1% | Medical |
MA Mastercard | $316,391 | | 0.0% | 657 | 0.1% | Business Services |
BMY Bristol-Myers Squibb | $314,839 | $9,978 ▼ | -3.1% | 5,806 | 0.1% | Medical |
SCHW Charles Schwab | $306,190 | $145 ▲ | 0.0% | 4,233 | 0.1% | Finance |
PM Philip Morris International | $304,128 | $1,466 ▲ | 0.5% | 3,319 | 0.1% | Consumer Staples |
ISTB iShares Core 1-5 Year USD Bond ETF | $302,620 | $13,805 ▼ | -4.4% | 6,379 | 0.1% | Manufacturing |
GLD SPDR Gold Shares | $300,557 | | 0.0% | 1,461 | 0.1% | Finance |
EATON VANCE ENHANCED EQUITY
| $299,534 | $2,804 ▲ | 0.9% | 14,850 | 0.1% | COM |
COP ConocoPhillips | $289,562 | | 0.0% | 2,275 | 0.1% | Oils/Energy |
IGI Western Asset Investment Grade Defined Opportunity Trust | $279,320 | $22,200 ▲ | 8.6% | 16,155 | 0.1% | Financial Services |
IWO iShares Russell 2000 Growth ETF | $277,841 | | 0.0% | 1,026 | 0.1% | ETF |
IWR iShares Russell Mid-Cap ETF | $273,293 | | 0.0% | 3,250 | 0.1% | ETF |
TGT Target | $272,903 | | 0.0% | 1,540 | 0.1% | Retail/Wholesale |
WFC Wells Fargo & Company | $269,514 | $269,514 ▲ | New Holding | 4,650 | 0.1% | Finance |
ENB Enbridge | $267,949 | | 0.0% | 7,406 | 0.1% | Oils/Energy |
ORCL Oracle | $267,047 | | 0.0% | 2,126 | 0.1% | Computer and Technology |
FDN First Trust Dow Jones Internet Index Fund | $262,925 | | 0.0% | 1,282 | 0.1% | ETF |
TMO Thermo Fisher Scientific | $261,545 | | 0.0% | 450 | 0.1% | Medical |
CP Canadian Pacific Kansas City | $257,769 | $88 ▲ | 0.0% | 2,924 | 0.1% | Transportation |
EUSA iShares MSCI USA Equal Weighted ETF | $257,502 | | 0.0% | 2,830 | 0.1% | ETF |
GILD Gilead Sciences | $245,552 | $147 ▲ | 0.1% | 3,352 | 0.1% | Medical |
KMB Kimberly-Clark | $244,213 | | 0.0% | 1,888 | 0.1% | Consumer Staples |
GDV The Gabelli Dividend & Income Trust | $238,992 | | 0.0% | 10,400 | 0.1% | Financial Services |
RJF Raymond James | $238,348 | | 0.0% | 1,856 | 0.1% | Finance |
MAIN Main Street Capital | $236,550 | | 0.0% | 5,000 | 0.1% | Finance |
ORI Old Republic International | $236,544 | | 0.0% | 7,700 | 0.1% | Finance |
MO Altria Group | $234,520 | $1,527 ▲ | 0.7% | 5,376 | 0.1% | Consumer Staples |
TWLO Twilio | $232,370 | | 0.0% | 3,800 | 0.1% | Computer and Technology |
MMM 3M | $232,081 | $30,336 ▲ | 15.0% | 2,188 | 0.1% | Multi-Sector Conglomerates |
T AT&T | $227,265 | $35 ▲ | 0.0% | 12,913 | 0.1% | Computer and Technology |
SDY SPDR S&P Dividend ETF | $226,914 | $242,925 ▼ | -51.7% | 1,729 | 0.1% | ETF |
IBDP iShares iBonds Dec 2024 Term Corporate ETF | $226,669 | $175 ▲ | 0.1% | 9,049 | 0.1% | ETF |
XLE Energy Select Sector SPDR Fund | $220,919 | $83,175 ▲ | 60.4% | 2,340 | 0.1% | ETF |
TOWN TowneBank | $220,524 | | 0.0% | 7,859 | 0.1% | Finance |
C Citigroup | $218,824 | $218,824 ▲ | New Holding | 3,460 | 0.1% | Finance |
BDJ BlackRock Enhanced Equity Dividend Trust | $209,872 | | 0.0% | 25,439 | 0.1% | Financial Services |
BA Boeing | $209,137 | $1,158 ▲ | 0.6% | 1,084 | 0.1% | Aerospace |
PSX Phillips 66 | $206,952 | $206,952 ▲ | New Holding | 1,267 | 0.1% | Oils/Energy |
IP International Paper | $202,022 | $202,022 ▲ | New Holding | 5,177 | 0.1% | Basic Materials |
DXCM DexCom | $200,422 | $200,422 ▲ | New Holding | 1,445 | 0.1% | Medical |
XLK Technology Select Sector SPDR Fund | $197,857 | $10,414 ▼ | -5.0% | 950 | 0.1% | ETF |
BAND Bandwidth | $191,730 | $91,300 ▼ | -32.3% | 10,500 | 0.1% | Computer and Technology |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $146,016 | $149 ▲ | 0.1% | 5,885 | 0.0% | ETF |
SOFI SoFi Technologies | $146,000 | | 0.0% | 20,000 | 0.0% | Business Services |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $135,408 | | 0.0% | 5,437 | 0.0% | ETF |
MMT MFS Multimarket Income Trust | $127,055 | $2,736 ▲ | 2.2% | 27,442 | 0.0% | Finance |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $126,664 | | 0.0% | 5,322 | 0.0% | ETF |
ECF Ellsworth Growth and Income Fund | $118,763 | | 0.0% | 14,626 | 0.0% | Finance |
VOT Vanguard Mid-Cap Growth ETF | $114,122 | | 0.0% | 484 | 0.0% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $112,104 | $62,306 ▲ | 125.1% | 968 | 0.0% | ETF |
CWB SPDR Bloomberg Convertible Securities ETF | $109,560 | | 0.0% | 1,500 | 0.0% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $107,280 | $376 ▲ | 0.4% | 856 | 0.0% | ETF |
XLP Consumer Staples Select Sector SPDR Fund | $89,952 | $23,213 ▼ | -20.5% | 1,178 | 0.0% | ETF |
DGRO iShares Core Dividend Growth ETF | $86,219 | | 0.0% | 1,485 | 0.0% | ETF |
XLF Financial Select Sector SPDR Fund | $81,881 | | 0.0% | 1,944 | 0.0% | ETF |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $81,062 | $4,842 ▲ | 6.4% | 904 | 0.0% | ETF |
RPG Invesco S&P 500 Pure Growth ETF | $74,982 | | 0.0% | 2,042 | 0.0% | ETF |
ACWX iShares MSCI ACWI ex U.S. ETF | $69,407 | | 0.0% | 1,300 | 0.0% | Manufacturing |
VUG Vanguard Growth ETF | $67,119 | | 0.0% | 195 | 0.0% | ETF |
PWV Invesco Large Cap Value ETF | $66,599 | | 0.0% | 1,175 | 0.0% | ETF |
VTV Vanguard Value ETF | $58,955 | | 0.0% | 362 | 0.0% | ETF |
LICY Li-Cycle | $54,590 | $15,450 ▲ | 39.5% | 53,000 | 0.0% | Computer and Technology |
IYW iShares U.S. Technology ETF | $53,214 | | 0.0% | 394 | 0.0% | Manufacturing |
IVE iShares S&P 500 Value ETF | $50,626 | | 0.0% | 271 | 0.0% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $48,125 | $36,236 ▼ | -43.0% | 591 | 0.0% | ETF |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $44,179 | | 0.0% | 1,484 | 0.0% | ETF |
IWB iShares Russell 1000 ETF | $36,004 | | 0.0% | 125 | 0.0% | ETF |
VXF Vanguard Extended Market ETF | $35,054 | | 0.0% | 200 | 0.0% | ETF |
LAZR Luminar Technologies | $33,490 | | 0.0% | 17,000 | 0.0% | Auto/Tires/Trucks |
XLB Materials Select Sector SPDR Fund | $27,867 | | 0.0% | 300 | 0.0% | ETF |
IBB iShares Biotechnology ETF | $25,935 | | 0.0% | 189 | 0.0% | Finance |
KRE SPDR S&P Regional Banking ETF | $25,140 | | 0.0% | 500 | 0.0% | ETF |
XLI Industrial Select Sector SPDR Fund | $24,436 | | 0.0% | 194 | 0.0% | ETF |
SLYV SPDR S&P 600 Small CapValue ETF | $22,402 | | 0.0% | 270 | 0.0% | ETF |
VTI Vanguard Total Stock Market ETF | $21,052 | | 0.0% | 81 | 0.0% | ETF |
VBK Vanguard Small-Cap Growth ETF | $20,858 | | 0.0% | 80 | 0.0% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $17,708 | | 0.0% | 233 | 0.0% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $14,642 | | 0.0% | 112 | 0.0% | ETF |
IHE iShares U.S. Pharmaceuticals ETF | $14,258 | $9,505 ▲ | 200.0% | 210 | 0.0% | ETF |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $13,603 | | 0.0% | 175 | 0.0% | ETF |
VT Vanguard Total World Stock ETF | $13,150 | $1,326 ▲ | 11.2% | 119 | 0.0% | ETF |
MMTM SPDR S&P 1500 Momentum Tilt ETF | $11,498 | | 0.0% | 50 | 0.0% | ETF |
XLV Health Care Select Sector SPDR Fund | $11,375 | $8,273 ▼ | -42.1% | 77 | 0.0% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $10,276 | | 0.0% | 100 | 0.0% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $8,374 | $8,374 ▲ | New Holding | 96 | 0.0% | ETF |
VB Vanguard Small-Cap ETF | $7,315 | $4,343 ▼ | -37.3% | 32 | 0.0% | ETF |
EWJ iShares MSCI Japan ETF | $7,135 | | 0.0% | 100 | 0.0% | ETF |
MSN Emerson Radio | $5,300 | | 0.0% | 10,000 | 0.0% | Consumer Discretionary |
PID Invesco International Dividend Achievers ETF | $5,099 | | 0.0% | 275 | 0.0% | Manufacturing |
EMXC iShares MSCI Emerging Markets ex China ETF | $3,454 | | 0.0% | 60 | 0.0% | Manufacturing |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $2,505 | | 0.0% | 23 | 0.0% | Finance |
TLT iShares 20+ Year Treasury Bond ETF | $2,176 | | 0.0% | 23 | 0.0% | ETF |
VNQ Vanguard Real Estate ETF | $1,557 | | 0.0% | 18 | 0.0% | ETF |
XLU Utilities Select Sector SPDR Fund | $1,116 | $1,116 ▲ | New Holding | 17 | 0.0% | ETF |
EWD iShares MSCI Sweden ETF | $999 | $999 ▲ | New Holding | 25 | 0.0% | Finance |
XLRE Real Estate Select Sector SPDR Fund | $712 | | 0.0% | 18 | 0.0% | ETF |
ICLN iShares Global Clean Energy ETF | $699 | $4,194 ▼ | -85.7% | 50 | 0.0% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $697 | | 0.0% | 11 | 0.0% | ETF |
EWO iShares MSCI Austria ETF | $543 | $543 ▲ | New Holding | 25 | 0.0% | ETF |
SHV iShares Short Treasury Bond ETF | $332 | | 0.0% | 3 | 0.0% | ETF |
TSLA Tesla | $0 | $1,143,008 ▼ | -100.0% | 0 | 0.0% | Auto/Tires/Trucks |
SWAV Shockwave Medical | $0 | $396,365 ▼ | -100.0% | 0 | 0.0% | Medical |
VGK Vanguard FTSE Europe ETF | $0 | $64,480 ▼ | -100.0% | 0 | 0.0% | ETF |
SCHF Schwab International Equity ETF | $0 | $55,514 ▼ | -100.0% | 0 | 0.0% | ETF |
IGF iShares Global Infrastructure ETF | $0 | $23,525 ▼ | -100.0% | 0 | 0.0% | Manufacturing |
USRT iShares Core U.S. REIT ETF | $0 | $8,035 ▼ | -100.0% | 0 | 0.0% | ETF |
EWT iShares MSCI Taiwan ETF | $0 | $7,871 ▼ | -100.0% | 0 | 0.0% | ETF |
FXI iShares China Large-Cap ETF | $0 | $6,368 ▼ | -100.0% | 0 | 0.0% | ETF |
VOE Vanguard Mid-Cap Value ETF | $0 | $3,625 ▼ | -100.0% | 0 | 0.0% | ETF |
