APPLE INCAAPL |
| 4.26% | 4.14% | $255.1M | 881,509 | $215.5M | 849,162 | +32,347+3.81% | Add |
NVIDIA CORPORATIONNVDA |
| 4.15% | 4.16% | $248.6M | 1.2M | $216.3M | 1.2M | +1,842+0.15% | Add |
| IISHARES TRIVV |
| 3.34% | 3.2% | $199.8M | 266,831 | $166.8M | 255,315 | +11,516+4.51% | Add |
| IISHARES COREIJH |
| 3.01% | 3.04% | $180.4M | 2.3M | $158.2M | 2.3M | -3,196-0.14% | Reduce |
MICROSOFT CORPMSFT |
| 2.97% | 3.34% | $177.7M | 476,432 | $174.1M | 470,335 | +6,097+1.30% | Add |
| IISHARES TRIWY |
| 2.72% | 2.39% | $163.0M | 560,723 | $124.3M | 499,514 | +61,209+12.25% | Add |
| AAlphabet Inc Class CGOOG |
| 2.03% | 1.91% | $121.5M | 343,819 | $99.4M | 346,581 | -2,762-0.80% | Reduce |
| IISHARES RUSSELL MIDCAP ETFIWR |
| 1.91% | 1.62% | $114.3M | 1.0M | $84.3M | 866,594 | +169,271+19.53% | Add |
AMAZON COM INCAMZN |
| 1.87% | 1.85% | $111.9M | 469,347 | $96.4M | 463,056 | +6,291+1.36% | Add |
| IISHARES COREIJR |
| 1.77% | 2.05% | $105.9M | 714,004 | $106.5M | 856,543 | -142,539-16.64% | Reduce |
JPMORGAN CHASE & COJPM |
| 1.59% | 1.65% | $95.5M | 291,617 | $86.0M | 292,269 | -652-0.22% | Reduce |
ALPHABET INCGOOGL |
| 1.53% | 1.42% | $91.8M | 256,975 | $73.9M | 256,988 | -13-0.01% | Reduce |
PALO ALTOPANW |
| 1.35% | 0.69% | $81.0M | 237,433 | $36.2M | 225,513 | +11,920+5.29% | Add |
| JJ P MORGAN EXCHANGE TRADED FJEPI |
| 1.33% | 1.39% | $79.4M | 1.4M | $72.5M | 1.3M | +126,438+9.88% | Add |
BROADCOM INCAVGO |
| 1.32% | 1.24% | $79.0M | 209,050 | $64.4M | 208,181 | +869+0.42% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.29% | 1.45% | $77.2M | 103,358 | $75.5M | 116,140 | -12,782-11.01% | Reduce |
BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.18% | 1.32% | $70.5M | 140,986 | $68.6M | 143,257 | -2,271-1.59% | Reduce |
| IISHARES TRIQLT |
| 1.11% | 1.18% | $66.7M | 1.3M | $61.6M | 1.3M | +14,124+1.06% | Add |
| SSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.98% | 1% | $58.7M | 83,440 | $52.0M | 84,363 | -923-1.09% | Reduce |
ELI LILLY & COLLY |
| 0.91% | 0.76% | $54.2M | 45,167 | $39.7M | 43,133 | +2,034+4.72% | Add |
| IINVESCO EXCH TRD SLF IDX FDBSCU |
| 0.89% | 0.84% | $53.3M | 3.2M | $43.6M | 2.6M | +594,046+22.77% | Add |
| IINVESCO EXCH TRD SLF IDX FDBSCW |
| 0.88% | 0.82% | $52.9M | 2.6M | $42.7M | 2.1M | +504,532+24.34% | Add |
META PLATFORMS INCMETA |
| 0.88% | 0.99% | $52.8M | 93,803 | $51.6M | 90,189 | +3,614+4.01% | Add |
KLA CORPKLAC |
| 0.88% | 0.52% | $52.8M | 175,110 | $26.8M | 18,220 | +156,890+861.09% | Add |
| IINVESCO EXCH TRD SLF IDX FDBSCV |
| 0.84% | 0.77% | $50.3M | 3.1M | $40.2M | 2.4M | +628,502+25.73% | Add |
RTX CORPORATIONRTX |
| 0.78% | 0.9% | $47.0M | 247,524 | $46.6M | 241,828 | +5,696+2.36% | Add |
| IISHARES TRIBTP |
| 0.78% | 0.7% | $46.9M | 1.8M | $36.7M | 1.4M | +418,936+29.29% | Add |
JOHNSON & JOHNSONJNJ |
| 0.77% | 0.84% | $45.9M | 180,687 | $43.6M | 178,211 | +2,476+1.39% | Add |
GOLDMAN SACHS GROUP INCGS |
| 0.76% | 0.73% | $45.4M | 44,935 | $38.0M | 44,899 | +36+0.08% | Add |
| IISHARES TRIBTO |
| 0.73% | 0.68% | $43.8M | 1.8M | $35.6M | 1.5M | +353,390+24.20% | Add |
VISA INCV |
| 0.73% | 0.71% | $43.6M | 127,191 | $37.0M | 122,544 | +4,647+3.79% | Add |
ATLANTIC UN BANKSHARES CORPAUB |
| 0.72% | 0.51% | $43.3M | 1.0M | $26.7M | 747,323 | +275,574+36.87% | Add |
| VVANGUARD SCOTTSDALE FDSVONG |
| 0.71% | 0.61% | $42.3M | 331,269 | $32.0M | 291,387 | +39,882+13.69% | Add |
| IISHARES TRIUSV |
| 0.69% | 0.72% | $41.3M | 375,135 | $37.6M | 367,483 | +7,652+2.08% | Add |
| IISHARES TRIBGA |
| 0.68% | 0.62% | $40.8M | 1.7M | $32.5M | 1.3M | +344,555+26.03% | Add |
HOME DEPOT INCHD |
| 0.67% | 0.71% | $40.2M | 114,022 | $36.9M | 112,116 | +1,906+1.70% | Add |
TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.66% | 0.49% | $39.5M | 82,727 | $25.5M | 75,324 | +7,403+9.83% | Add |
| VVANGUARD FTSEVEA |
| 0.64% | 0.69% | $38.5M | 540,385 | $35.8M | 558,408 | -18,023-3.23% | Reduce |
WALMART INCWMT |
| 0.64% | 0.77% | $38.5M | 339,915 | $39.9M | 321,253 | +18,662+5.81% | Add |
| AAMERICAN CENTY ETF TRAVSC |
| 0.6% | 0.21% | $35.9M | 489,249 | $11.0M | 175,838 | +313,411+178.24% | Add |
| IISHARES S&PIUSG |
| 0.59% | 0.59% | $35.3M | 187,866 | $30.8M | 198,787 | -10,921-5.49% | Reduce |
CISCO SYS INCCSCO |
| 0.57% | 0.44% | $34.3M | 292,348 | $22.7M | 292,475 | -127-0.04% | Reduce |
ABBVIE INCABBV |
| 0.57% | 0.55% | $34.0M | 135,197 | $28.7M | 132,010 | +3,187+2.41% | Add |
EXXON MOBIL CORPXOM |
| 0.56% | 0.8% | $33.5M | 244,704 | $41.6M | 245,225 | -521-0.21% | Reduce |
COSTCO WHOLESALE CORPORATIONCOST |
| 0.55% | 0.68% | $33.0M | 35,279 | $35.3M | 35,411 | -132-0.37% | Reduce |
CATERPILLAR INCCAT |
| 0.54% | 0.39% | $32.3M | 30,372 | $20.1M | 28,417 | +1,955+6.88% | Add |
EATON CORP PLCETN |
| 0.53% | 0.51% | $31.8M | 74,696 | $26.4M | 73,680 | +1,016+1.38% | Add |
MASTERCARD INCORPORATEDMA |
| 0.52% | 0.6% | $31.0M | 60,383 | $31.4M | 62,805 | -2,422-3.86% | Reduce |
TJX COS INC NEWTJX |
| 0.51% | 0.62% | $30.6M | 201,705 | $32.2M | 201,543 | +162+0.08% | Add |
| IINVESCO S&P MIDCAP QUALITY ETFXMHQ |
| 0.5% | 0.52% | $30.0M | 266,013 | $26.9M | 259,763 | +6,250+2.41% | Add |