Blue Owl Capital Corporation OBDC | $6.16M | 0.1 | 400,244 | +6.68% | +$385,392.87 | 0.63 | |
| United Rentals, Inc. URI | $5.48M | 0.01 | 7,602 | -2.51% | -$141,342.89 | 0.56 | |
| Simon Property Group, Inc. SPG | $4.64M | 0.01 | 29,623 | -1.41% | -$66,352.40 | 0.47 | |
| Trane Technologies plc TT | $5.11M | 0.01 | 17,026 | -1.36% | -$70,248.21 | 0.52 | |
| HCA Healthcare, Inc. HCA | $5.11M | 0.01 | 15,309 | -1.33% | -$68,709.12 | 0.52 | |
| Lowe's Companies, Inc. LOW | $6.71M | 0.01 | 26,339 | -0.76% | -$51,456.80 | 0.69 | |
| The Sherwin-Williams Company SHW | $4.34M | 0.01 | 12,486 | -1.48% | -$64,955.27 | 0.44 | |
| The Charles Schwab Corporation SCHW | $4.75M | <0.01 | 65,710 | -1.16% | -$55,991.46 | 0.49 | |
| Danaher Corporation DHR | $4.88M | <0.01 | 19,542 | -1.48% | -$73,418.29 | 0.5 | |
| Stryker Corporation SYK | $4.2M | <0.01 | 11,741 | -2.4% | -$103,429.53 | 0.43 | |
| Salesforce, Inc. CRM | $5M | <0.01 | 16,608 | -2.09% | -$106,617.71 | 0.51 | |
| Mastercard Incorporated MA | $7.82M | <0.01 | 16,234 | -2.23% | -$178,672.38 | 0.8 | |
| The Home Depot, Inc. HD | $6.16M | <0.01 | 16,070 | +0.06% | +$3,836.21 | 0.63 | |
| Visa Inc. V | $7.32M | <0.01 | 26,237 | -1.59% | -$118,608.98 | 0.75 | |
| Microsoft Corporation MSFT | $21.32M | <0.01 | 50,675 | +0.1% | +$21,456.91 | 2.18 | |
| Meta Platforms, Inc. META | $15.48M | <0.01 | 31,870 | -2% | -$315,628.62 | 1.58 | |
| Amazon.com, Inc. AMZN | $13.82M | <0.01 | 76,598 | -4.98% | -$723,512.07 | 1.41 | |
| Apple Inc. AAPL | $27.76M | <0.01 | 161,881 | -2.62% | -$748,170.67 | 2.84 | |
Alphabet Inc. GOOGL | $14.59M | <0.01 | 96,650 | +0.67% | +$97,652.62 | 1.49 | |
iShares S&P 500 Value ETF IVE | $28.02M | <0.01 | 149,968 | -1.13% | -$320,754.04 | 2.86 | |
Vanguard Small Cap Index Fund VB | $10.65M | <0.01 | 46,573 | +4.58% | +$466,101.18 | 1.09 | |
iShares MSCI EAFE Growth ETF EFG | $4.81M | <0.01 | 46,339 | -1.1% | -$53,556.36 | 0.49 | |
Vanguard Growth Index Fund VUG | $48.34M | <0.01 | 140,448 | +7.29% | +$3.29M | 4.94 | |
VanEck Intermediate Muni ETF ITM | $9.73M | <0.01 | 209,146 | +22.21% | +$1.77M | 1 | |
WisdomTree Japan Hedged Equity Fund DXJ | $7.34M | <0.01 | 67,683 | -0.25% | -$18,445.15 | 0.75 | |
American Century Multisector Income ETF MUSI | $13.89M | <0.01 | 320,037 | +219.04% | +$9.54M | 1.42 | |
Vanguard Value Index Fund VTV | $54.03M | <0.01 | 331,771 | -0.86% | -$467,734.23 | 5.52 | |
iShares Core S&P Small-Cap ETF IJR | $9.74M | <0.01 | 88,134 | +5.52% | +$509,719.88 | 1 | |
Vanguard Mid-Cap Growth Index Fund VOT | $20.36M | <0.01 | 86,365 | +3.54% | +$695,588.17 | 2.08 | |
iShares Core MSCI Emerging Markets ETF IEMG | $13.64M | <0.01 | 264,356 | -1.06% | -$146,492.54 | 1.4 | |
Vanguard 500 Index Fund VOO | $99.05M | <0.01 | 206,057 | +2.56% | +$2.47M | 10.13 | |
iShares Core MSCI EAFE ETF IEFA | $18.97M | <0.01 | 255,605 | +1.69% | +$315,955.16 | 1.94 | |
American Century Diversified Municipal Bond ETF TAXF | $6.91M | <0.01 | 136,759 | +122.02% | +$3.8M | 0.71 | |
Capital Group Core Plus Income ETF CGCP | $13.27M | <0.01 | 590,625 | +53.77% | +$4.64M | 1.36 | |
Vanguard Russell 1000 Value Index Fund VONV | $29.75M | <0.01 | 378,315 | -0.1% | -$30,669.65 | 3.04 | |
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS | $11.81M | <0.01 | 126,306 | +9.17% | +$991,450.57 | 1.21 | |
VanEck BDC Income ETF BIZD | $15.36M | <0.01 | 908,891 | +6.07% | +$878,648.31 | 1.57 | |
iShares iBoxx $ Investment Grade Corporate Bond ETF LQD | $5.73M | <0.01 | 52,621 | +20.28% | +$966,349.15 | 0.59 | |
Vanguard Russell 1000 Growth Index Fund VONG | $16.63M | <0.01 | 191,837 | -0.69% | -$115,098.15 | 1.7 | |
Hartford Total Return Bond ETF HTRB | $10.55M | <0.01 | 312,579 | +60.95% | +$3.99M | 1.08 | |
iShares Short-Term National Muni Bond ETF SUB | $6.61M | <0.01 | 63,123 | +4.67% | +$294,710.72 | 0.68 | |
Vanguard Mid-Cap Value Index Fund VOE | $31.23M | <0.01 | 200,311 | -2.96% | -$950,898.17 | 3.19 | |
WisdomTree Europe Hedged Equity Fund HEDJ | $7.78M | <0.01 | 161,043 | -0.47% | -$36,611.44 | 0.8 | |
SPDR S&P 500 ETF Trust SPY | $26.77M | <0.01 | 51,177 | -3.9% | -$1.09M | 2.74 | |
First Trust Low Duration Opportunities ETF LMBS | $13.64M | <0.01 | 282,739 | +21.84% | +$2.45M | 1.4 | |
Vanguard Mid Cap Index Fund VO | $23.65M | <0.01 | 94,635 | +11.98% | +$2.53M | 2.42 | |
iShares Russell Mid-Cap Growth ETF IWP | $5.99M | <0.01 | 52,487 | +2.92% | +$169,726.52 | 0.61 | |
Vanguard Developed Markets Index Fund VEA | $4.42M | <0.01 | 88,188 | -2.63% | -$119,455.47 | 0.45 | |
iShares Russell 1000 Growth ETF IWF | $20.11M | <0.01 | 59,667 | +2.04% | +$401,095.34 | 2.06 | |
Vanguard Short-Term Corporate Bond Index Fund VCSH | $20.63M | <0.01 | 266,789 | +8.59% | +$1.63M | 2.11 |