SCHD Schwab US Dividend Equity ETF | $20,450 | $2,613 ▼ | -11.3% | 731,407 | 10.8% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $18,369 | $1,584 ▲ | 9.4% | 197,970 | 9.7% | ETF |
VTV Vanguard Value ETF | $17,271 | $3,338 ▼ | -16.2% | 99,985 | 9.1% | ETF |
IWN iShares Russell 2000 Value ETF | $15,084 | $15,084 ▲ | New Holding | 99,908 | 8.0% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $12,974 | $1,085 ▲ | 9.1% | 281,553 | 6.9% | Manufacturing |
SCHG Schwab U.S. Large-Cap Growth ETF | $11,155 | $2,456 ▲ | 28.2% | 445,489 | 5.9% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $11,089 | $394 ▲ | 3.7% | 188,945 | 5.9% | ETF |
XLK Technology Select Sector SPDR Fund | $9,709 | $44 ▼ | -0.5% | 47,026 | 5.1% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $9,313 | $6 ▼ | -0.1% | 115,882 | 4.9% | ETF |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $9,076 | $754 ▲ | 9.1% | 90,203 | 4.8% | ETF |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | $8,492 | $5,213 ▲ | 159.0% | 191,884 | 4.5% | ETF |
VB Vanguard Small-Cap ETF | $7,407 | $31 ▲ | 0.4% | 33,405 | 3.9% | ETF |
VBR Vanguard Small-Cap Value ETF | $5,234 | $548 ▲ | 11.7% | 28,098 | 2.8% | ETF |
VTI Vanguard Total Stock Market ETF | $3,016 | $49 ▼ | -1.6% | 10,976 | 1.6% | ETF |
VYM Vanguard High Dividend Yield ETF | $2,271 | $58 ▲ | 2.6% | 17,611 | 1.2% | ETF |
VDE Vanguard Energy ETF | $1,935 | $11 ▲ | 0.6% | 14,917 | 1.0% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $1,459 | $55 ▼ | -3.6% | 18,490 | 0.8% | ETF |
DGRO iShares Core Dividend Growth ETF | $1,412 | $31 ▲ | 2.2% | 22,855 | 0.7% | ETF |
QQQ Invesco QQQ | $1,408 | $5 ▼ | -0.3% | 3,004 | 0.7% | Finance |
VOO Vanguard S&P 500 ETF | $1,243 | $89 ▼ | -6.7% | 2,420 | 0.7% | ETF |
SGOL abrdn Physical Gold Shares ETF | $1,241 | | 0.0% | 41,618 | 0.7% | ETF |
IDV iShares International Select Dividend ETF | $1,118 | $42 ▼ | -3.7% | 36,045 | 0.6% | ETF |
VOE Vanguard Mid-Cap Value ETF | $1,074 | $3 ▲ | 0.3% | 6,694 | 0.6% | ETF |
VHT Vanguard Health Care ETF | $978 | $40 ▼ | -3.9% | 3,695 | 0.5% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $925 | $925 ▲ | New Holding | 38,025 | 0.5% | ETF |
FUTY Fidelity MSCI Utilities Index ETF | $909 | $61 ▼ | -6.3% | 17,846 | 0.5% | ETF |
PM Philip Morris International | $885 | $29 ▼ | -3.2% | 5,529 | 0.5% | Consumer Staples |
IVV iShares Core S&P 500 ETF | $708 | $15,670 ▼ | -95.7% | 1,261 | 0.4% | ETF |
IWM iShares Russell 2000 ETF | $640 | $2 ▲ | 0.3% | 3,210 | 0.3% | Finance |
IBM International Business Machines | $639 | $123 ▼ | -16.1% | 2,571 | 0.3% | Computer and Technology |
ABBV AbbVie | $608 | $136 ▼ | -18.3% | 2,906 | 0.3% | Medical |
AMZN Amazon.com | $593 | $11 ▼ | -1.9% | 3,122 | 0.3% | Retail/Wholesale |
ENB Enbridge | $592 | $35 ▼ | -5.6% | 13,374 | 0.3% | Energy |
COST Costco Wholesale | $533 | | 0.0% | 564 | 0.3% | Retail/Wholesale |
SPY SPDR S&P 500 ETF Trust | $465 | | 0.0% | 832 | 0.2% | Finance |
GLD SPDR Gold Shares | $403 | $29 ▼ | -6.7% | 1,400 | 0.2% | Finance |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $391 | $0 ▲ | 0.0% | 9,596 | 0.2% | ETF |
VFH Vanguard Financials ETF | $388 | $3 ▲ | 0.8% | 3,253 | 0.2% | ETF |
VT Vanguard Total World Stock ETF | $386 | $24 ▲ | 6.6% | 3,332 | 0.2% | ETF |
SO Southern | $360 | $57 ▼ | -13.6% | 3,919 | 0.2% | Utilities |
VIG Vanguard Dividend Appreciation ETF | $353 | $1 ▲ | 0.2% | 1,824 | 0.2% | ETF |
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF | $329 | | 0.0% | 23,750 | 0.2% | ETF |
MUB iShares National Muni Bond ETF | $321 | $2 ▲ | 0.5% | 3,046 | 0.2% | ETF |
WMT Walmart | $317 | | 0.0% | 3,612 | 0.2% | Retail/Wholesale |
XOM Exxon Mobil | $270 | $31 ▼ | -10.3% | 2,275 | 0.1% | Energy |
VNQ Vanguard Real Estate ETF | $258 | $54 ▼ | -17.2% | 2,853 | 0.1% | ETF |
VDC Vanguard Consumer Staples ETF | $257 | $7 ▼ | -2.6% | 1,175 | 0.1% | ETF |
RDIV Invesco S&P Ultra Dividend Revenue ETF | $250 | $2 ▲ | 0.8% | 5,129 | 0.1% | ETF |
MSFT Microsoft | $240 | | 0.0% | 641 | 0.1% | Computer and Technology |
FNDF Schwab Fundamental International Equity ETF | $221 | | 0.0% | 6,122 | 0.1% | ETF |
META Meta Platforms | $201 | | 0.0% | 350 | 0.1% | Computer and Technology |
MO Altria Group | $192 | $192 ▲ | New Holding | 3,208 | 0.1% | Consumer Staples |
AVGO Broadcom | $167 | $1 ▲ | 0.3% | 1,002 | 0.1% | Computer and Technology |
QYLD Global X Nasdaq 100 Covered Call ETF | $157 | $157 ▲ | New Holding | 9,500 | 0.1% | Manufacturing |
CVX Chevron | $155 | $155 ▲ | New Holding | 929 | 0.1% | Energy |
XLF Financial Select Sector SPDR Fund | $149 | $149 ▲ | New Holding | 3,000 | 0.1% | ETF |
CSCO Cisco Systems | $135 | $135 ▲ | New Holding | 2,200 | 0.1% | Computer and Technology |
AGG iShares Core U.S. Aggregate Bond ETF | $133 | $133 ▲ | New Holding | 1,350 | 0.1% | Finance |
MAIN Main Street Capital | $127 | $127 ▲ | New Holding | 2,250 | 0.1% | Finance |
PZA Invesco National AMT-Free Municipal Bond ETF | $124 | $124 ▲ | New Holding | 5,400 | 0.1% | ETF |
KMI Kinder Morgan | $116 | $116 ▲ | New Holding | 4,070 | 0.1% | Energy |
PG Procter & Gamble | $111 | $111 ▲ | New Holding | 653 | 0.1% | Consumer Staples |
KO Coca-Cola | $104 | $104 ▲ | New Holding | 1,447 | 0.1% | Consumer Staples |
STAG STAG Industrial | $103 | $103 ▲ | New Holding | 2,854 | 0.1% | Finance |
PFG Principal Financial Group | $99 | $99 ▲ | New Holding | 1,175 | 0.1% | Finance |
MCD McDonald's | $89 | $89 ▲ | New Holding | 287 | 0.0% | Retail/Wholesale |
HD Home Depot | $89 | $89 ▲ | New Holding | 244 | 0.0% | Retail/Wholesale |
TSLA Tesla | $89 | $89 ▲ | New Holding | 344 | 0.0% | Auto/Tires/Trucks |
QCOM QUALCOMM | $86 | $86 ▲ | New Holding | 560 | 0.0% | Computer and Technology |
VZ Verizon Communications | $85 | $85 ▲ | New Holding | 1,894 | 0.0% | Computer and Technology |
JNJ Johnson & Johnson | $80 | $80 ▲ | New Holding | 484 | 0.0% | Medical |
CLW Clearwater Paper | $74 | $74 ▲ | New Holding | 2,803 | 0.0% | Basic Materials |
CAT Caterpillar | $74 | $74 ▲ | New Holding | 225 | 0.0% | Industrials |
VUG Vanguard Growth ETF | $74 | $74 ▲ | New Holding | 201 | 0.0% | ETF |
SCHW Charles Schwab | $70 | $70 ▲ | New Holding | 900 | 0.0% | Finance |
LTC LTC Properties | $69 | $69 ▲ | New Holding | 1,950 | 0.0% | Finance |
O Realty Income | $66 | $66 ▲ | New Holding | 1,150 | 0.0% | Finance |
FHLC Fidelity MSCI Health Care Index ETF | $66 | $66 ▲ | New Holding | 976 | 0.0% | ETF |
WBA Walgreens Boots Alliance | $59 | $59 ▲ | New Holding | 5,340 | 0.0% | Retail/Wholesale |
GIS General Mills | $58 | $58 ▲ | New Holding | 980 | 0.0% | Consumer Staples |
AAPL Apple | $58 | $58 ▲ | New Holding | 264 | 0.0% | Computer and Technology |
FIDU Fidelity MSCI Industrials Index ETF | $54 | $54 ▲ | New Holding | 800 | 0.0% | ETF |
AOM iShares Core 40/60 Moderate Allocation ETF | $52 | $52 ▲ | New Holding | 1,200 | 0.0% | ETF |
MRK Merck & Co., Inc. | $51 | $51 ▲ | New Holding | 571 | 0.0% | Medical |
PANW Palo Alto Networks | $51 | $51 ▲ | New Holding | 300 | 0.0% | Computer and Technology |
DRIV Global X Autonomous & Electric Vehicles ETF | $48 | $48 ▲ | New Holding | 2,305 | 0.0% | Auto/Tires/Trucks |
SPEM SPDR Portfolio Emerging Markets ETF | $45 | $45 ▲ | New Holding | 1,150 | 0.0% | ETF |
ADM Archer-Daniels-Midland | $42 | $42 ▲ | New Holding | 875 | 0.0% | Consumer Staples |
GOOGL Alphabet | $42 | $42 ▲ | New Holding | 275 | 0.0% | Computer and Technology |
SPTS SPDR Portfolio Short Term Treasury ETF | $41 | $41 ▲ | New Holding | 1,435 | 0.0% | ETF |
ED Consolidated Edison | $38 | $38 ▲ | New Holding | 350 | 0.0% | Utilities |
PFE Pfizer | $36 | $36 ▲ | New Holding | 1,450 | 0.0% | Medical |
IDA IDACORP | $29 | $29 ▲ | New Holding | 255 | 0.0% | Utilities |
PEP PepsiCo | $28 | $28 ▲ | New Holding | 192 | 0.0% | Consumer Staples |
F Ford Motor | $27 | $27 ▲ | New Holding | 2,750 | 0.0% | Auto/Tires/Trucks |
ISRG Intuitive Surgical | $26 | $26 ▲ | New Holding | 54 | 0.0% | Medical |
IVW iShares S&P 500 Growth ETF | $26 | $26 ▲ | New Holding | 290 | 0.0% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $25 | $25 ▲ | New Holding | 500 | 0.0% | ETF |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $21 | $21 ▲ | New Holding | 700 | 0.0% | ETF |
FMAT Fidelity MSCI Materials Index ETF | $19 | $19 ▲ | New Holding | 400 | 0.0% | ETF |
