SCHG Schwab U.S. Large-Cap Growth ETF | $45,500,482 | $39,382,446 ▲ | 643.7% | 490,730 | 4.7% | ETF |
VTV Vanguard Value ETF | $45,042,495 | $39,569,913 ▲ | 723.1% | 276,572 | 4.6% | ETF |
RDVY First Trust NASDAQ Rising Dividend Achievers | $28,111,111 | $26,556,157 ▲ | 1,707.8% | 500,465 | 2.9% | Manufacturing |
AAPL Apple | $24,994,216 | $1,966,551 ▲ | 8.5% | 145,513 | 2.6% | Computer and Technology |
SCHD Schwab US Dividend Equity ETF | $22,231,103 | $1,137,768 ▼ | -4.9% | 275,718 | 2.3% | ETF |
TOTL SPDR Doubleline Total Return Tactical ETF | $18,018,562 | $18,018,562 ▲ | New Holding | 449,902 | 1.8% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $16,537,783 | $15,398,984 ▲ | 1,352.2% | 203,092 | 1.7% | ETF |
MSFT Microsoft | $16,136,475 | $4,342,720 ▲ | 36.8% | 38,354 | 1.7% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $15,587,495 | $8,141,066 ▲ | 109.3% | 29,800 | 1.6% | Finance |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $15,268,843 | $14,746,764 ▲ | 2,824.6% | 132,427 | 1.6% | ETF |
VB Vanguard Small-Cap ETF | $14,423,544 | $11,832,710 ▲ | 456.7% | 63,098 | 1.5% | ETF |
VUG Vanguard Growth ETF | $12,604,202 | $2,616,596 ▲ | 26.2% | 36,619 | 1.3% | ETF |
CGXU Capital Group International Focus Equity ETF | $12,428,095 | $12,093,471 ▲ | 3,614.0% | 482,083 | 1.3% | ETF |
NVDA NVIDIA | $12,427,927 | $3,676,693 ▲ | 42.0% | 13,754 | 1.3% | Computer and Technology |
QQQ Invesco QQQ | $11,491,142 | $11,491,142 ▲ | New Holding | 25,880 | 1.2% | Finance |
AMZN Amazon.com | $11,377,857 | $599,585 ▼ | -5.0% | 63,077 | 1.2% | Retail/Wholesale |
DE Deere & Company | $10,175,141 | $175,384 ▲ | 1.8% | 24,773 | 1.0% | Industrial Products |
VTI Vanguard Total Stock Market ETF | $10,168,037 | $1,105,351 ▼ | -9.8% | 39,123 | 1.0% | ETF |
AVGO Broadcom | $9,358,664 | $2,656,106 ▼ | -22.1% | 7,061 | 1.0% | Computer and Technology |
JEPI JPMorgan Equity Premium Income ETF | $8,621,569 | $3,509,913 ▼ | -28.9% | 149,007 | 0.9% | ETF |
NOBL ProShares S&P 500 Aristocrats ETF | $7,080,899 | $2,757,153 ▼ | -28.0% | 69,824 | 0.7% | ETF |
UPS United Parcel Service | $6,990,274 | $6,513,316 ▲ | 1,365.6% | 47,031 | 0.7% | Transportation |
VIG Vanguard Dividend Appreciation ETF | $6,799,528 | $118,880 ▲ | 1.8% | 37,235 | 0.7% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $6,339,221 | $4,940,555 ▲ | 353.2% | 37,428 | 0.6% | ETF |
CAT Caterpillar | $6,320,473 | $725,889 ▲ | 13.0% | 17,249 | 0.6% | Industrial Products |
VCSH Vanguard Short-Term Corporate Bond ETF | $6,171,729 | $1,541,637 ▲ | 33.3% | 79,831 | 0.6% | ETF |
ABBV AbbVie | $6,140,418 | $771,194 ▲ | 14.4% | 33,720 | 0.6% | Medical |
IVV iShares Core S&P 500 ETF | $6,041,410 | $4,492,020 ▲ | 289.9% | 11,491 | 0.6% | ETF |
JNJ Johnson & Johnson | $5,825,943 | $1,393,962 ▲ | 31.5% | 36,829 | 0.6% | Medical |
GOOGL Alphabet | $5,623,803 | $638,585 ▲ | 12.8% | 37,261 | 0.6% | Computer and Technology |
DIVI Franklin International Core Dividend Tilt Index ETF | $5,587,429 | $5,587,429 ▲ | New Holding | 173,577 | 0.6% | ETF |
DLN WisdomTree U.S. LargeCap Dividend Fund | $5,274,412 | $2,934,231 ▼ | -35.7% | 73,063 | 0.5% | Finance |
VBR Vanguard Small-Cap Value ETF | $5,240,438 | $3,384,382 ▲ | 182.3% | 27,311 | 0.5% | ETF |
SCHA Schwab US Small-Cap ETF | $5,204,150 | $987,759 ▲ | 23.4% | 105,689 | 0.5% | ETF |
JPM JPMorgan Chase & Co. | $5,011,460 | $2,242,739 ▲ | 81.0% | 25,020 | 0.5% | Finance |
COST Costco Wholesale | $4,890,103 | $1,216,848 ▼ | -19.9% | 6,675 | 0.5% | Retail/Wholesale |
PG Procter & Gamble | $4,741,274 | $322,067 ▼ | -6.4% | 29,222 | 0.5% | Consumer Staples |
XOM Exxon Mobil | $4,657,312 | $851,000 ▲ | 22.4% | 40,066 | 0.5% | Oils/Energy |
GLD SPDR Gold Shares | $4,579,533 | $1,616,342 ▲ | 54.5% | 22,261 | 0.5% | Finance |
AMAT Applied Materials | $4,553,084 | $3,490,601 ▼ | -43.4% | 22,078 | 0.5% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $4,551,435 | $3,923,656 ▲ | 625.0% | 90,720 | 0.5% | ETF |
META Meta Platforms | $4,542,358 | $392,813 ▲ | 9.5% | 9,355 | 0.5% | Computer and Technology |
SCHF Schwab International Equity ETF | $4,493,302 | $582,295 ▼ | -11.5% | 115,154 | 0.5% | ETF |
VZ Verizon Communications | $4,481,610 | $1,194,095 ▼ | -21.0% | 106,807 | 0.5% | Computer and Technology |
TSLA Tesla | $4,412,045 | $2,571,144 ▲ | 139.7% | 25,098 | 0.5% | Auto/Tires/Trucks |
SPDW SPDR Portfolio Developed World ex-US ETF | $4,384,282 | $4,384,282 ▲ | New Holding | 122,329 | 0.4% | ETF |
UNH UnitedHealth Group | $4,307,760 | $1,426,191 ▲ | 49.5% | 8,708 | 0.4% | Medical |
CSCO Cisco Systems | $4,258,883 | $477,790 ▼ | -10.1% | 85,331 | 0.4% | Computer and Technology |
GOOG Alphabet | $4,251,709 | $505,808 ▲ | 13.5% | 27,924 | 0.4% | Computer and Technology |
PKW Invesco BuyBack Achievers ETF | $4,088,505 | $4,088,505 ▲ | New Holding | 37,776 | 0.4% | ETF |
PEP PepsiCo | $4,081,090 | $517,684 ▲ | 14.5% | 23,319 | 0.4% | Consumer Staples |
CVX Chevron | $4,065,306 | $687,909 ▲ | 20.4% | 25,772 | 0.4% | Oils/Energy |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $3,820,235 | $1,714,304 ▲ | 81.4% | 116,862 | 0.4% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $3,791,502 | $3,137,850 ▲ | 480.0% | 75,679 | 0.4% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $3,789,268 | $3,789,268 ▲ | New Holding | 49,859 | 0.4% | ETF |
SCHB Schwab US Broad Market ETF | $3,658,220 | $1,413,178 ▼ | -27.9% | 59,922 | 0.4% | ETF |
CGMU Capital Group Municipal Income ETF | $3,621,511 | $3,238,211 ▲ | 844.8% | 134,080 | 0.4% | ETF |
AZO AutoZone | $3,592,881 | $469,596 ▼ | -11.6% | 1,140 | 0.4% | Retail/Wholesale |
JPIB JPMorgan International Bond Opportunities ETF | $3,577,243 | $3,577,243 ▲ | New Holding | 75,121 | 0.4% | ETF |
TXN Texas Instruments | $3,573,764 | $749,630 ▲ | 26.5% | 20,514 | 0.4% | Computer and Technology |
AVK Advent Convertible and Income Fund | $3,550,754 | $1,906,842 ▼ | -34.9% | 297,383 | 0.4% | Financial Services |
LLY Eli Lilly and Company | $3,510,855 | $750,715 ▲ | 27.2% | 4,513 | 0.4% | Medical |
HD Home Depot | $3,500,504 | $837,436 ▲ | 31.4% | 9,125 | 0.4% | Retail/Wholesale |
MDYG SPDR S&P 400 Mid Cap Growth ETF | $3,485,634 | $3,195,572 ▲ | 1,101.7% | 39,932 | 0.4% | ETF |
RSPT Invesco S&P 500 Equal Weight Technology ETF | $3,402,592 | $2,335,701 ▼ | -40.7% | 96,692 | 0.3% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $3,359,702 | $3,359,702 ▲ | New Holding | 45,929 | 0.3% | ETF |
SPTL SPDR Portfolio Long Term Treasury ETF | $3,177,620 | $3,177,620 ▲ | New Holding | 113,730 | 0.3% | ETF |
AMGN Amgen | $3,139,195 | $1,099,472 ▲ | 53.9% | 11,041 | 0.3% | Medical |
WMT Walmart | $3,025,367 | $2,196,400 ▲ | 265.0% | 50,280 | 0.3% | Retail/Wholesale |
PSR Invesco Active U.S. Real Estate ETF | $3,007,892 | $3,007,892 ▲ | New Holding | 34,122 | 0.3% | ETF |
VO Vanguard Mid-Cap ETF | $2,988,146 | $366,553 ▼ | -10.9% | 11,959 | 0.3% | ETF |
ABT Abbott Laboratories | $2,961,280 | $984,403 ▼ | -24.9% | 26,054 | 0.3% | Medical |
FTLS First Trust Long/Short Equity ETF | $2,894,668 | $2,894,668 ▲ | New Holding | 46,946 | 0.3% | ETF |
MA Mastercard | $2,870,456 | $13,483 ▼ | -0.5% | 5,961 | 0.3% | Business Services |
INTC Intel | $2,853,062 | $1,076,242 ▼ | -27.4% | 64,593 | 0.3% | Computer and Technology |
XLE Energy Select Sector SPDR Fund | $2,847,354 | $312,691 ▲ | 12.3% | 30,159 | 0.3% | ETF |
CGDV Capital Group Dividend Value ETF | $2,823,986 | $2,548,581 ▲ | 925.4% | 86,892 | 0.3% | ETF |
VTWO Vanguard Russell 2000 ETF | $2,822,852 | $1,719,382 ▼ | -37.9% | 33,187 | 0.3% | ETF |
WM Waste Management | $2,790,263 | $162,842 ▼ | -5.5% | 13,091 | 0.3% | Business Services |
PSX Phillips 66 | $2,781,366 | $101,925 ▲ | 3.8% | 17,028 | 0.3% | Oils/Energy |
SCHV Schwab U.S. Large-Cap Value ETF | $2,570,843 | $1,353,347 ▼ | -34.5% | 33,836 | 0.3% | ETF |
TBIL US Treasury 3 Month Bill ETF | $2,555,132 | $476,336 ▼ | -15.7% | 51,072 | 0.3% | ETF |
PIMCO ETF TR
| $2,512,645 | $2,148,971 ▲ | 590.9% | 27,353 | 0.3% | ACTIVE BD ETF |
SOXX iShares Semiconductor ETF | $2,510,649 | $1,314,177 ▲ | 109.8% | 11,113 | 0.3% | ETF |
LMT Lockheed Martin | $2,489,329 | $508,509 ▲ | 25.7% | 5,473 | 0.3% | Aerospace |
LECO Lincoln Electric | $2,453,260 | $504,752 ▼ | -17.1% | 9,604 | 0.3% | Industrial Products |
TMO Thermo Fisher Scientific | $2,450,041 | $644,044 ▲ | 35.7% | 4,215 | 0.3% | Medical |
IJR iShares Core S&P Small-Cap ETF | $2,409,202 | $542,979 ▲ | 29.1% | 21,799 | 0.2% | ETF |
TFLO iShares Treasury Floating Rate Bond ETF | $2,379,743 | $701,752 ▼ | -22.8% | 46,947 | 0.2% | ETF |
BND Vanguard Total Bond Market ETF | $2,373,626 | $35,807 ▲ | 1.5% | 32,681 | 0.2% | ETF |
CRM Salesforce | $2,363,058 | $66,561 ▼ | -2.7% | 7,846 | 0.2% | Computer and Technology |
FT Franklin Universal Trust | $2,355,780 | $1,254,389 ▼ | -34.7% | 354,786 | 0.2% | Finance |
COP ConocoPhillips | $2,345,727 | $2,291 ▼ | -0.1% | 18,430 | 0.2% | Oils/Energy |
SCHO Schwab Short-Term U.S. Treasury ETF | $2,337,658 | $1,004,794 ▲ | 75.4% | 48,489 | 0.2% | ETF |
MCD McDonald's | $2,325,906 | $1,011,962 ▲ | 77.0% | 8,249 | 0.2% | Retail/Wholesale |
ADM Archer-Daniels-Midland | $2,325,655 | $1,122,347 ▲ | 93.3% | 37,027 | 0.2% | Consumer Staples |
BAC Bank of America | $2,291,481 | $1,045,309 ▲ | 83.9% | 60,429 | 0.2% | Finance |
IJH iShares Core S&P Mid-Cap ETF | $2,280,470 | $1,794,006 ▲ | 368.8% | 37,545 | 0.2% | ETF |
V Visa | $2,256,185 | $735,688 ▲ | 48.4% | 8,084 | 0.2% | Business Services |
MMM 3M | $2,216,732 | $1,048,172 ▼ | -32.1% | 20,899 | 0.2% | Multi-Sector Conglomerates |
