IVV iShares Core S&P 500 ETF | $37,300 | $4,482 ▼ | -10.7% | 70,949 | 18.5% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $13,165 | $2,718 ▲ | 26.0% | 160,974 | 6.5% | Manufacturing |
NVDA NVIDIA | $10,374 | $147 ▼ | -1.4% | 11,482 | 5.2% | Computer and Technology |
RAAX VanEck Inflation Allocation ETF | $9,730 | $709 ▲ | 7.9% | 359,046 | 4.8% | ETF |
TLH iShares 10-20 Year Treasury Bond ETF | $8,070 | $704 ▲ | 9.6% | 76,835 | 4.0% | ETF |
HDV iShares Core High Dividend ETF | $7,437 | $1,530 ▲ | 25.9% | 67,482 | 3.7% | ETF |
VO Vanguard Mid-Cap ETF | $6,051 | $212 ▲ | 3.6% | 24,219 | 3.0% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $4,895 | $304 ▲ | 6.6% | 85,026 | 2.4% | Manufacturing |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $4,199 | $16 ▼ | -0.4% | 65,457 | 2.1% | ETF |
DGRO iShares Core Dividend Growth ETF | $3,732 | $132 ▲ | 3.7% | 64,280 | 1.9% | ETF |
MSFT Microsoft | $3,472 | $74 ▼ | -2.1% | 8,252 | 1.7% | Computer and Technology |
VB Vanguard Small-Cap ETF | $3,459 | $103 ▲ | 3.1% | 15,131 | 1.7% | ETF |
AAPL Apple | $3,396 | $321 ▼ | -8.6% | 19,804 | 1.7% | Computer and Technology |
IUSG iShares Core S&P U.S. Growth ETF | $3,010 | $36 ▲ | 1.2% | 25,682 | 1.5% | Manufacturing |
COST Costco Wholesale | $3,000 | $4 ▲ | 0.1% | 4,094 | 1.5% | Retail/Wholesale |
NOBL ProShares S&P 500 Aristocrats ETF | $2,917 | $434 ▼ | -13.0% | 28,761 | 1.4% | ETF |
IEFA iShares Core MSCI EAFE ETF | $2,592 | $131 ▲ | 5.3% | 34,934 | 1.3% | ETF |
LLY Eli Lilly and Company | $2,500 | $121 ▲ | 5.1% | 3,214 | 1.2% | Medical |
DIS Walt Disney | $1,925 | $125 ▼ | -6.1% | 15,730 | 1.0% | Consumer Discretionary |
KMI Kinder Morgan | $1,832 | $85 ▼ | -4.4% | 99,916 | 0.9% | Oils/Energy |
TSLA Tesla | $1,791 | $1,224 ▼ | -40.6% | 10,188 | 0.9% | Auto/Tires/Trucks |
GRAYSCALE BITCOIN TR BTC
| $1,762 | $2,778 ▼ | -61.2% | 27,897 | 0.9% | SHS REP COM UT |
BITWISE 10 CRYPTO INDEX FD UNIT BENEFICIAL
| $1,641 | $1,643 ▼ | -50.0% | 48,221 | 0.8% | COM |
EFG iShares MSCI EAFE Growth ETF | $1,582 | $24 ▲ | 1.5% | 15,243 | 0.8% | ETF |
META Meta Platforms | $1,570 | $241 ▲ | 18.1% | 3,233 | 0.8% | Computer and Technology |
PG Procter & Gamble | $1,510 | $134 ▼ | -8.1% | 9,309 | 0.7% | Consumer Staples |
ETHE Grayscale Ethereum Trust (ETH) | $1,429 | $1,656 ▼ | -53.7% | 54,629 | 0.7% | Miscellaneous |
FDVV Fidelity High Dividend ETF | $1,369 | $211 ▼ | -13.4% | 30,209 | 0.7% | ETF |
AMZN Amazon.com | $1,366 | $333 ▼ | -19.6% | 7,575 | 0.7% | Retail/Wholesale |
XOM Exxon Mobil | $1,300 | $291 ▼ | -18.3% | 11,182 | 0.6% | Oils/Energy |
CMG Chipotle Mexican Grill | $1,288 | $55 ▲ | 4.5% | 443 | 0.6% | Retail/Wholesale |
EFV iShares MSCI EAFE Value ETF | $1,246 | $66 ▲ | 5.6% | 22,904 | 0.6% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $1,212 | $236 ▲ | 24.2% | 12,379 | 0.6% | Finance |
PCAR PACCAR | $1,208 | $22 ▲ | 1.9% | 9,752 | 0.6% | Auto/Tires/Trucks |
QDEF FlexShares Quality Dividend Defensive Index Fund | $1,128 | $212 ▼ | -15.8% | 17,564 | 0.6% | ETF |
BITWISE BITCOIN ETF TRUST
| $1,065 | $1,065 ▲ | New Holding | 27,516 | 0.5% | COM |
CVX Chevron | $1,023 | $424 ▼ | -29.3% | 6,483 | 0.5% | Oils/Energy |
EPD Enterprise Products Partners | $973 | $53 ▼ | -5.2% | 33,342 | 0.5% | Oils/Energy |
JPM JPMorgan Chase & Co. | $956 | $167 ▼ | -14.9% | 4,774 | 0.5% | Finance |
GOOG Alphabet | $952 | $84 ▼ | -8.1% | 6,253 | 0.5% | Computer and Technology |
GUNR FlexShares Global Upstream Natural Resources Index Fund | $951 | $181 ▼ | -16.0% | 23,148 | 0.5% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $936 | $55 ▲ | 6.2% | 14,772 | 0.5% | ETF |
QLV FlexShares US Quality Low Volatility Index Fund | $903 | $67 ▼ | -6.9% | 14,819 | 0.4% | ETF |
HD Home Depot | $879 | $54 ▼ | -5.8% | 2,291 | 0.4% | Retail/Wholesale |
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF | $822 | $214 ▼ | -20.6% | 10,468 | 0.4% | ETF |
COWZ Pacer US Cash Cows 100 ETF | $819 | $50 ▲ | 6.5% | 14,090 | 0.4% | ETF |
BMY Bristol-Myers Squibb | $795 | $260 ▼ | -24.6% | 14,668 | 0.4% | Medical |
BAC Bank of America | $766 | $242 ▼ | -24.0% | 20,191 | 0.4% | Finance |
WMB Williams Companies | $766 | $14 ▼ | -1.8% | 19,651 | 0.4% | Oils/Energy |
CLOI VanEck CLO ETF | $761 | $113 ▼ | -12.9% | 14,402 | 0.4% | ETF |
ALL Allstate | $755 | $9 ▼ | -1.1% | 4,364 | 0.4% | Finance |
GE General Electric | $687 | $242 ▼ | -26.0% | 3,916 | 0.3% | Transportation |
NVR NVR | $640 | $32 ▲ | 5.3% | 79 | 0.3% | Construction |
FLOT iShares Floating Rate Bond ETF | $635 | $118 ▼ | -15.7% | 12,440 | 0.3% | ETF |
AFL Aflac | $633 | $9 ▲ | 1.5% | 7,363 | 0.3% | Finance |
GOOGL Alphabet | $627 | $125 ▼ | -16.7% | 4,154 | 0.3% | Computer and Technology |
SKX Skechers U.S.A. | $622 | $104 ▼ | -14.3% | 10,148 | 0.3% | Consumer Discretionary |
VTRS Viatris | $612 | $8 ▼ | -1.4% | 51,229 | 0.3% | Medical |
CAG Conagra Brands | $609 | $3 ▲ | 0.5% | 20,549 | 0.3% | Consumer Staples |
SMCI Super Micro Computer | $583 | $583 ▲ | New Holding | 577 | 0.3% | Computer and Technology |
PFE Pfizer | $575 | $37 ▼ | -6.1% | 20,719 | 0.3% | Medical |
VV Vanguard Large-Cap ETF | $565 | | 0.0% | 2,355 | 0.3% | ETF |
AXP American Express | $554 | | 0.0% | 2,432 | 0.3% | Finance |
MRO Marathon Oil | $548 | $9 ▼ | -1.5% | 19,340 | 0.3% | Oils/Energy |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $534 | $38 ▼ | -6.7% | 17,939 | 0.3% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $531 | $1 ▲ | 0.2% | 9,945 | 0.3% | ETF |
T AT&T | $531 | $280 ▼ | -34.5% | 30,168 | 0.3% | Computer and Technology |
ADM Archer-Daniels-Midland | $525 | $8 ▼ | -1.4% | 8,360 | 0.3% | Consumer Staples |
AMP Ameriprise Financial | $512 | | 0.0% | 1,167 | 0.3% | Finance |
SMH VanEck Semiconductor ETF | $508 | $81 ▲ | 19.0% | 2,259 | 0.3% | Manufacturing |
DUK Duke Energy | $499 | $97 ▼ | -16.2% | 5,155 | 0.2% | Utilities |
SSBI Summit State Bank | $492 | $34 ▼ | -6.4% | 45,321 | 0.2% | Finance |
BND Vanguard Total Bond Market ETF | $480 | $286 ▼ | -37.3% | 6,603 | 0.2% | ETF |
CAT Caterpillar | $476 | $34 ▼ | -6.6% | 1,299 | 0.2% | Industrial Products |
KR Kroger | $465 | $57 ▼ | -10.9% | 8,146 | 0.2% | Retail/Wholesale |
KHC Kraft Heinz | $464 | $14 ▼ | -2.9% | 12,586 | 0.2% | Consumer Staples |
WMT Walmart | $442 | $287 ▲ | 185.0% | 7,338 | 0.2% | Retail/Wholesale |
KEY KeyCorp | $440 | $16 ▼ | -3.5% | 27,850 | 0.2% | Finance |
JNJ Johnson & Johnson | $438 | $30 ▼ | -6.3% | 2,767 | 0.2% | Medical |
QCOM QUALCOMM | $431 | $124 ▼ | -22.4% | 2,547 | 0.2% | Computer and Technology |
IJH iShares Core S&P Mid-Cap ETF | $410 | $312 ▲ | 320.3% | 6,738 | 0.2% | ETF |
NFLX Netflix | $407 | $133 ▲ | 48.6% | 670 | 0.2% | Consumer Discretionary |
TLT iShares 20+ Year Treasury Bond ETF | $394 | $55 ▼ | -12.3% | 4,164 | 0.2% | ETF |
IEF iShares 7-10 Year Treasury Bond ETF | $390 | $40 ▼ | -9.3% | 4,125 | 0.2% | ETF |
USB U.S. Bancorp | $389 | $13 ▼ | -3.3% | 8,696 | 0.2% | Finance |
V Visa | $386 | | 0.0% | 1,382 | 0.2% | Business Services |
CSCO Cisco Systems | $383 | $156 ▼ | -28.9% | 7,670 | 0.2% | Computer and Technology |
SPYG SPDR Portfolio S&P 500 Growth ETF | $382 | $23 ▼ | -5.6% | 5,216 | 0.2% | ETF |
OGN Organon & Co. | $381 | $13 ▲ | 3.4% | 20,245 | 0.2% | Medical |
VYM Vanguard High Dividend Yield ETF | $380 | $61 ▼ | -13.8% | 3,137 | 0.2% | ETF |
XLE Energy Select Sector SPDR Fund | $379 | $143 ▼ | -27.4% | 4,015 | 0.2% | ETF |
KO Coca-Cola | $374 | $132 ▼ | -26.1% | 6,118 | 0.2% | Consumer Staples |
XLG Invesco S&P 500 Top 50 ETF | $372 | $15 ▼ | -3.8% | 8,827 | 0.2% | ETF |
IAU iShares Gold Trust | $367 | $119 ▼ | -24.5% | 8,725 | 0.2% | Finance |
CRWD CrowdStrike | $352 | $352 ▲ | New Holding | 1,099 | 0.2% | Computer and Technology |
IBM International Business Machines | $350 | $118 ▼ | -25.3% | 1,832 | 0.2% | Computer and Technology |
VTV Vanguard Value ETF | $343 | $17 ▼ | -4.8% | 2,108 | 0.2% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $341 | $5 ▼ | -1.5% | 2,956 | 0.2% | ETF |
AVGO Broadcom | $341 | $50 ▼ | -12.9% | 257 | 0.2% | Computer and Technology |
AMD Advanced Micro Devices | $338 | $338 ▲ | New Holding | 1,872 | 0.2% | Computer and Technology |
SRE Sempra | $330 | | 0.0% | 4,600 | 0.2% | Utilities |
JOF Japan Smaller Capitalization Fund | $330 | | 0.0% | 41,300 | 0.2% | Finance |
WPC W. P. Carey | $323 | $323 ▲ | New Holding | 5,726 | 0.2% | Finance |
PSN Parsons | $321 | $321 ▲ | New Holding | 3,872 | 0.2% | Business Services |
MA Mastercard | $319 | | 0.0% | 662 | 0.2% | Business Services |
FLS Flowserve | $319 | | 0.0% | 6,975 | 0.2% | Industrial Products |
INTC Intel | $311 | $298 ▼ | -48.9% | 7,035 | 0.2% | Computer and Technology |
MUB iShares National Muni Bond ETF | $306 | $38 ▲ | 14.1% | 2,841 | 0.2% | ETF |
TGT Target | $304 | $8 ▼ | -2.4% | 1,717 | 0.2% | Retail/Wholesale |
ORCL Oracle | $303 | $96 ▼ | -24.0% | 2,409 | 0.2% | Computer and Technology |
GNR SPDR S&P Global Natural Resources ETF | $301 | $58 ▼ | -16.1% | 5,202 | 0.1% | ETF |
LMT Lockheed Martin | $296 | $72 ▼ | -19.7% | 650 | 0.1% | Aerospace |
OXY Occidental Petroleum | $294 | $1 ▼ | -0.4% | 4,526 | 0.1% | Oils/Energy |
VZ Verizon Communications | $283 | $42 ▼ | -12.8% | 6,733 | 0.1% | Computer and Technology |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $275 | $1 ▲ | 0.3% | 6,394 | 0.1% | ETF |
SMDV ProShares Russell 2000 Dividend Growers ETF | $270 | $28 ▼ | -9.3% | 4,222 | 0.1% | ETF |
POWW AMMO | $270 | | 0.0% | 98,329 | 0.1% | Consumer Discretionary |
ABBV AbbVie | $267 | $267 ▲ | New Holding | 1,464 | 0.1% | Medical |
DWM WisdomTree International Equity Fund | $260 | $16 ▼ | -5.8% | 4,755 | 0.1% | Finance |
CMS CMS Energy | $253 | $10 ▼ | -3.8% | 4,198 | 0.1% | Utilities |
SO Southern | $251 | $100 ▼ | -28.5% | 3,502 | 0.1% | Utilities |
VOO Vanguard S&P 500 ETF | $247 | $247 ▲ | New Holding | 513 | 0.1% | ETF |
SHV iShares Short Treasury Bond ETF | $244 | | 0.0% | 2,206 | 0.1% | ETF |
XLP Consumer Staples Select Sector SPDR Fund | $238 | | 0.0% | 3,113 | 0.1% | ETF |
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust | $231 | $13 ▲ | 6.0% | 14,186 | 0.1% | Financial Services |
GD General Dynamics | $227 | $4 ▼ | -1.8% | 802 | 0.1% | Aerospace |
XLK Technology Select Sector SPDR Fund | $218 | $218 ▲ | New Holding | 1,045 | 0.1% | ETF |
NULG Nuveen ESG Large-Cap Growth ETF | $216 | $65 ▼ | -23.2% | 2,834 | 0.1% | ETF |
KKR KKR & Co. Inc. | $212 | $33 ▼ | -13.6% | 2,112 | 0.1% | Finance |
SPDW SPDR Portfolio Developed World ex-US ETF | $212 | $184 ▼ | -46.5% | 5,909 | 0.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $210 | $210 ▲ | New Holding | 4,183 | 0.1% | ETF |
AMAT Applied Materials | $209 | $209 ▲ | New Holding | 1,014 | 0.1% | Computer and Technology |
BRK.B Berkshire Hathaway | $203 | $203 ▲ | New Holding | 483 | 0.1% | Finance |
BBN BlackRock Taxable Municipal Bond Trust | $191 | $26 ▲ | 15.8% | 11,700 | 0.1% | Financial Services |
F Ford Motor | $174 | $56 ▼ | -24.3% | 13,092 | 0.1% | Auto/Tires/Trucks |
DDD 3D Systems | $122 | $5 ▼ | -4.3% | 27,579 | 0.1% | Computer and Technology |
SPROTT PHYSICAL SILVER TR TR UNIT
| $93 | | 0.0% | 11,276 | 0.0% | TR UNIT |
NYCB New York Community Bancorp | $81 | $2 ▼ | -2.3% | 25,210 | 0.0% | Finance |
TLRY Tilray | $45 | $2 ▼ | -4.0% | 18,231 | 0.0% | Consumer Staples |
CVM CEL-SCI | $27 | $5 ▼ | -14.4% | 14,320 | 0.0% | Medical |
REFR Research Frontiers | $26 | $18 ▼ | -40.9% | 20,180 | 0.0% | Computer and Technology |
LUMN Lumen Technologies | $18 | $27 ▼ | -60.2% | 11,364 | 0.0% | Business Services |
AKTS Akoustis Technologies | $12 | $1 ▼ | -5.8% | 19,600 | 0.0% | Computer and Technology |
MRK Merck & Co., Inc. | $0 | $530,273 ▼ | -100.0% | 0 | 0.0% | Medical |
ET Energy Transfer | $0 | $423,853 ▼ | -100.0% | 0 | 0.0% | Oils/Energy |
NVO Novo Nordisk A/S | $0 | $232,142 ▼ | -100.0% | 0 | 0.0% | Medical |
EEM iShares MSCI Emerging Markets ETF | $0 | $216,169 ▼ | -100.0% | 0 | 0.0% | Finance |
QQQ Invesco QQQ | $0 | $212,131 ▼ | -100.0% | 0 | 0.0% | Finance |
MCD McDonald's | $0 | $211,708 ▼ | -100.0% | 0 | 0.0% | Retail/Wholesale |
SPEM SPDR Portfolio Emerging Markets ETF | $0 | $200,877 ▼ | -100.0% | 0 | 0.0% | ETF |
UNG United States Natural Gas Fund | $0 | $112,159 ▼ | -100.0% | 0 | 0.0% | ETF |
URG Ur-Energy | $0 | $32,340 ▼ | -100.0% | 0 | 0.0% | Basic Materials |
INSG Inseego | $0 | $23,535 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
