IWF | New | ISHARES TRrus 1000 grw etf | $13,061,265 | – | 35,832 | – | 10.56% | – |
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VEA | New | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $12,470,639 | – | 252,340 | – | 10.08% | – |
---|
BSV | New | VANGUARD BD INDEX FDSshort trm bond | $11,530,722 | – | 150,335 | – | 9.32% | – |
---|
IWD | New | ISHARES TRrus 1000 val etf | $10,653,727 | – | 61,063 | – | 8.61% | – |
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JCPB | New | J P MORGAN EXCHANGE TRADED Fcore plus bd etf | $9,684,687 | – | 209,037 | – | 7.83% | – |
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| New | J P MORGAN EXCHANGE TRADED F | $7,519,753 | – | 165,415 | – | 6.08% | – |
---|
BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $6,306,820 | – | 87,534 | – | 5.10% | – |
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| New | HARBOR ETF TRUST | $3,988,829 | – | 144,209 | – | 3.22% | – |
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IWS | New | ISHARES TRrus mdcp val etf | $3,692,429 | – | 30,582 | – | 2.98% | – |
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| New | HARBOR ETF TRUST | $3,661,252 | – | 162,758 | – | 2.96% | – |
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VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $3,582,114 | – | 81,858 | – | 2.90% | – |
---|
IWP | New | ISHARES TRrus md cp gr etf | $3,373,642 | – | 30,572 | – | 2.73% | – |
---|
VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $3,022,873 | – | 16,559 | – | 2.44% | – |
---|
JMUB | New | J P MORGAN EXCHANGE TRADED Fmunicipal etf | $2,917,910 | – | 57,924 | – | 2.36% | – |
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IWN | New | ISHARES TRrus 2000 val etf | $2,688,018 | – | 17,649 | – | 2.17% | – |
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JHMM | New | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $2,502,414 | – | 45,465 | – | 2.02% | – |
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JEPI | New | J P MORGAN EXCHANGE TRADED Fequity premium | $2,464,693 | – | 43,484 | – | 1.99% | – |
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SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $2,322,933 | – | 29,873 | – | 1.88% | – |
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AAPL | New | APPLE INC | $2,220,567 | – | 10,543 | – | 1.80% | – |
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IWO | New | ISHARES TRrus 2000 grw etf | $2,164,327 | – | 8,244 | – | 1.75% | – |
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SMLF | New | ISHARES TRus sml cap eqt | $2,059,540 | – | 33,647 | – | 1.66% | – |
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SPTM | New | SPDR SER TRportfoli s&p1500 | $1,357,639 | – | 20,462 | – | 1.10% | – |
---|
ONEY | New | SPDR SER TRrussell yield | $1,274,751 | – | 12,288 | – | 1.03% | – |
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| New | CAPITOL SER TRfairlead tactica | $1,188,950 | – | 45,794 | – | 0.96% | – |
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| New | SIMPLIFY EXCHANGE TRADED FUNmanaged futures | $971,509 | – | 36,089 | – | 0.78% | – |
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| New | T ROWE PRICE ETF INCcap appreciation | $790,450 | – | 25,166 | – | 0.64% | – |
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KMLM | New | KRANESHARES TRUSTkfa mount lucas | $665,431 | – | 22,820 | – | 0.54% | – |
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NEE | New | NEXTERA ENERGY INC | $576,252 | – | 8,138 | – | 0.47% | – |
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ORCL | New | ORACLE CORP | $568,895 | – | 4,029 | – | 0.46% | – |
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MSFT | New | MICROSOFT CORP | $542,229 | – | 1,213 | – | 0.44% | – |
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PG | New | PROCTER AND GAMBLE CO | $487,339 | – | 2,955 | – | 0.39% | – |
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XOM | New | EXXON MOBIL CORP | $424,787 | – | 3,690 | – | 0.34% | – |
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JPST | New | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $355,702 | – | 7,048 | – | 0.29% | – |
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LLY | New | ELI LILLY & CO | $330,464 | – | 365 | – | 0.27% | – |
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CHKP | New | CHECK POINT SOFTWARE TECH LTord | $323,400 | – | 1,960 | – | 0.26% | – |
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AMZN | New | AMAZON COM INC | $289,875 | – | 1,500 | – | 0.23% | – |
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EMR | New | EMERSON ELEC CO | $287,628 | – | 2,611 | – | 0.23% | – |
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ADBE | New | ADOBE INC | $271,104 | – | 488 | – | 0.22% | – |
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ANTM | New | ELEVANCE HEALTH INC | $270,930 | – | 500 | – | 0.22% | – |
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DIS | New | DISNEY WALT CO | $218,438 | – | 2,200 | – | 0.18% | – |
---|
TSLA | New | TESLA INC | $215,293 | – | 1,088 | – | 0.17% | – |
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MFC | New | MANULIFE FINL CORP | $207,222 | – | 7,784 | – | 0.17% | – |
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LOVE | New | LOVESAC COMPANY | $201,386 | – | 1,208 | – | 0.16% | – |
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