MSFTMicrosoft Corp
What Center for Financial Planning, Inc. reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1803557 · Filed Jul 21, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
VANGUARD INDEX FDSS&P 500 ETF SHS | 549.2K | +0.9% | $377.2M | 35.3% |
ISHARES TRCORE US AGGBD ET | 1.1M | +2.9% | $107.3M | 10% |
SPDR INDEX SHS FDSST STR PO EX ETF | 1.7M | New | $84M | 7.9% |
VANGUARD INDEX FDSSMALL CP ETF | 257.1K |
666 positions
| +0.7% |
| $77.9M |
| 7.3% |
VANGUARD INDEX FDSMID CAP ETF | 678.3K | +304.2% | $54.6M | 5.1% |
ISHARES TRCORE MSCI EAFE | 433.7K | −0.5% | $41.9M | 3.9% |
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | 592.2K | +2.4% | $35.3M | 3.3% |
ISHARES TRMSCI USA QLT FCT | 89.8K | −0.8% | $19.7M | 1.8% |
BERKSHIRE HATHAWAY INC DELCL A | 19 | ±0% | $14.2M | 1.3% |
VANGUARD INDEX FDSSM CP VAL ETF | 56K | +0.5% | $13.6M | 1.3% |
VANGUARD STAR FDSVG TL INTL STK F | 131.2K | −0.0% | $11.2M | 1% |
MSFTMicrosoft Corp | 26.4K | −0.4% | $9.8M | 0.9% |
AAPLApple Inc. | 32K | +0.5% | $9.3M | 0.9% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 15.3K | +0.9% | $7.6M | 0.7% |
GOOGAlphabet Inc. | 19.6K | +0.1% | $6.9M | 0.6% |
AMZNAmazon Com Inc | 25.2K | +1.7% | $6M | 0.6% |
JPMJPMorgan Chase & Co | 17.3K | −0.5% | $5.7M | 0.5% |
VANGUARD INDEX FDSGROWTH ETF | 53K | +495.7% | $4.6M | 0.4% |
ABBVAbbVie Inc. | 17.4K | ±0% | $4.4M | 0.4% |
VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF | 28.2K | −1.2% | $4.4M | 0.4% |
JNJJohnson & Johnson | 15.8K | −0.8% | $4M | 0.4% |
VANGUARD WORLD FDINF TECH ETF | 32.8K | +707.7% | $3.9M | 0.4% |
AVGOBroadcom Inc. | 10K | +2.3% | $3.8M | 0.4% |
ISHARES TRCORE S&P MCP ETF | 48.7K | −1.7% | $3.8M | 0.4% |
VANGUARD INDEX FDSSML CP GRW ETF | 10.1K | −4.0% | $3.7M | 0.3% |
FIRST TR EXCHANGE-TRADED FDFST LOW OPPT EFT | 64.5K | −3.0% | $3.2M | 0.3% |
SPYSPDR S&P 500 ETF Trust | 4.3K | −2.1% | $3.2M | 0.3% |
NEENextEra Energy Inc | 34.5K | −1.9% | $3M | 0.3% |
VANGUARD INDEX FDSTOTAL STK MKT | 7.9K | ±0% | $2.9M | 0.3% |
RJFRaymond James Financial Inc | 19.1K | ±0% | $2.9M | 0.3% |
FIRST TR EXCHNG TRADED FD VIFT LADD BUFF ETF | 74.7K | New | $2.7M | 0.3% |
PGPROCTER & GAMBLE Co | 17.5K | −5.2% | $2.6M | 0.2% |
VANGUARD INDEX FDSVALUE ETF | 11.4K | +0.5% | $2.5M | 0.2% |
MCKMcKesson Corp | 3.3K | ±0% | $2.5M | 0.2% |
FIRST TR EXCHANGE-TRADED FDLTD DUR INVT ETF | 124.9K | New | $2.4M | 0.2% |
ISHARES TRESG AWR US AGRGT | 49.4K | +13.7% | $2.3M | 0.2% |
MSIMotorola Solutions, Inc. | 5.3K | +2.3% | $2.2M | 0.2% |
AXPAmerican Express Co | 6.4K | ±0% | $2.2M | 0.2% |
EXXON MOBIL CORPCOM | 14.9K | −4.5% | $2M | 0.2% |
CVXChevron Corp | 12.3K | −0.4% | $2M | 0.2% |
NVDANVIDIA Corp | 10K | −7.1% | $2M | 0.2% |
TMOThermo Fisher Scientific Inc. | 4K | ±0% | $2M | 0.2% |
VANGUARD INDEX FDSLARGE CAP ETF | 5.8K | +0.1% | $2M | 0.2% |
CLColgate Palmolive Co | 21.5K | ±0% | $2M | 0.2% |
ISHARES TRCORE S&P SCP ETF | 13.2K | −0.1% | $2M | 0.2% |
KOCoca Cola Co | 23.1K | −1.4% | $1.9M | 0.2% |
ABTAbbott Laboratories | 20.3K | +15.1% | $1.8M | 0.2% |
PEPPepsiCo Inc | 13.3K | −0.2% | $1.8M | 0.2% |
GOOGLAlphabet Inc. | 5K | ±0% | $1.8M | 0.2% |
HDHome Depot, Inc. | 4.9K | −0.6% | $1.7M | 0.2% |
ETNEaton Corp plc | 4K | −6.7% | $1.7M | 0.2% |
AMDAdvanced Micro Devices Inc | 3K | −15.7% | $1.7M | 0.2% |
SYKStryker Corp | 5.1K | ±0% | $1.6M | 0.1% |
CRMSalesforce, Inc. | 10.1K | +6.1% | $1.6M | 0.1% |
ISHARES TRCORE S&P500 ETF | 2.1K | ±0% | $1.6M | 0.1% |
MRKMerck & Co., Inc. | 11.4K | −0.4% | $1.5M | 0.1% |
MCDMcDonald's Corp | 5.3K | ±0% | $1.4M | 0.1% |
WMTWalmart Inc. | 11.8K | −6.8% | $1.3M | 0.1% |
QQQInvesco QQQ Trust, Series 1 | 1.8K | +0.1% | $1.3M | 0.1% |
VANGUARD SPECIALIZED FUNDSDIV APP ETF | 5.6K | +10.4% | $1.3M | 0.1% |
UNPUnion Pacific Corp | 4.8K | +0.2% | $1.3M | 0.1% |
VANGUARD MUN BD FDSTAX EXEMPT BD | 24.8K | ±0% | $1.3M | 0.1% |
MMM3M Co | 7.4K | ±0% | $1.2M | 0.1% |
MPCMarathon Petroleum Corp | 4.7K | −5.8% | $1.2M | 0.1% |
LLYELI LILLY & Co | 995 | +8.7% | $1.2M | 0.1% |
TSLATesla, Inc. | 2.8K | −6.1% | $1.2M | 0.1% |
DIMENSIONAL ETF TRUSTUS EQUI MARK ETF | 13.9K | New | $1.1M | 0.1% |
CSCOCisco Systems, Inc. | 9.6K | −2.9% | $1.1M | 0.1% |
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | 14.9K | −1.9% | $1.1M | 0.1% |
INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETF | 19.5K | −0.5% | $1.1M | 0.1% |
PMPhilip Morris International Inc. | 5.8K | −2.3% | $1.1M | 0.1% |
ITWIllinois Tool Works Inc | 3.8K | ±0% | $1M | 0.1% |
GEVGE Vernova Inc. | 879 | −5.1% | $1M | 0.1% |
ISHARES TRCORE 1 5 YR USD | 20.8K | ±0% | $1M | 0.1% |
DTEDTE Energy Co | 6.5K | −12.9% | $997.3K | 0.1% |
ISHARES TRRUS MID CAP ETF | 8.9K | −0.5% | $981.4K | 0.1% |
ISHARES TRRUS 2000 VAL ETF | 4.4K | +8.7% | $978.8K | 0.1% |
ISHARES TRRUSSELL 2000 ETF | 3.2K | −0.3% | $959.6K | 0.1% |
ISHARES TRFUTU AI TECH ETF | 11.9K | New | $904.9K | 0.1% |
EMREmerson Electric Co | 6.2K | ±0% | $889.4K | 0.1% |
IBMInternational Business Machines Corp | 3.1K | −0.7% | $878.6K | 0.1% |
VANGUARD WORLD FDHEALTH CAR ETF | 2.9K | +55.7% | $872.8K | 0.1% |
AMTAmerican Tower Corp | 5.2K | +3.4% | $856.8K | 0.1% |
ISHARES TRSP SMCP600VL ETF | 6.1K | ±0% | $834K | 0.1% |
ADIAnalog Devices Inc | 2.1K | −16.0% | $831.3K | 0.1% |
VANGUARD WORLD FDENERGY ETF | 5.5K | ±0% | $824.8K | 0.1% |
FIRST TR EXCHNG TRADED FD VIFT VEST DEEP ETF | 27.1K | New | $806.8K | 0.1% |
TTTrane Technologies plc | 1.5K | ±0% | $750K | 0.1% |
FFord Motor Co | 53.9K | −1.7% | $749.3K | 0.1% |
OMCOmnicom Group Inc. | 10.2K | +4.2% | $745.4K | 0.1% |
DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE | 13.2K | ±0% | $727K | 0.1% |
CBChubb Ltd | 2.1K | −5.9% | $722.7K | 0.1% |
METAMeta Platforms, Inc. | 1.3K | −2.7% | $708.1K | 0.1% |
VVisa Inc. | 2K | +1.5% | $698K | 0.1% |
PGRProgressive Corp | 3.2K | ±0% | $692.7K | 0.1% |
SCHWAB STRATEGIC TRUS LCAP VA ETF | 19.9K | ±0% | $692K | 0.1% |
DOVDOVER Corp | 3.1K | ±0% | $689.4K | 0.1% |
DANDANA Inc | 24K | ±0% | $653K | 0.1% |
DALDelta Air Lines, Inc. | 6.8K | −43.2% | $636.6K | 0.1% |
FIRST TR EXCHNG TRADED FD VIFT VEST NAS | 18K | −5.2% | $625.9K | 0.1% |
RTXRTX Corp | 3.3K | +8.9% | $624.4K | 0.1% |
ISHARES TRU.S. TECH ETF | 2.4K | ±0% | $601.3K | 0.1% |
APDAir Products & Chemicals, Inc. | 2K | −0.2% | $586.1K | 0.1% |
JCIJohnson Controls International plc | 3.9K | ±0% | $568.5K | 0.1% |
DRIDarden Restaurants Inc | 2.6K | −0.3% | $542.2K | 0.1% |
AMATApplied Materials Inc | 748 | −41.0% | $541K | 0.1% |
DHRDanaher Corp | 2.8K | −9.5% | $527.2K | 0.1% |
CMICummins Inc | 727 | −18.7% | $518.5K | 0.1% |
VZVerizon Communications Inc | 12.2K | +2.3% | $516K | 0.1% |
NXPINXP Semiconductors N.V. | 1.8K | ±0% | $501.4K | 0.1% |
MORGAN STANLEY ETF TRUSTEATO VA DURA ETF | 9.8K | New | $498.9K | 0.1% |
AMGNAmgen Inc | 1.3K | ±0% | $488.7K | 0.1% |
ADBEAdobe Inc. | 2.4K | +18.2% | $486.1K | 0.1% |
ANETArista Networks, Inc. | 2.8K | −14.9% | $469.7K | 0.1% |
CMECME Group Inc. | 2.1K | −7.2% | $455.8K | 0.1% |
ISHARES TREAFE VALUE ETF | 5.9K | ±0% | $448.7K | 0.1% |
TJXTJX Companies Inc | 2.9K | −1.7% | $446.3K | 0.1% |
GEGeneral Electric Co | 1.2K | +1.9% | $446.2K | 0.1% |
ASMLASML Holding NV | 222 | −5.1% | $441.7K | 0.1% |
CACCCredit Acceptance Corp | 670 | +294.1% | $426.6K | 0.1% |
SPGIS&P Global Inc. | 998 | +0.5% | $406.4K | 0.1% |
MOAltria Group, Inc. | 5.5K | ±0% | $396.2K | 0.1% |
ALLAllstate Corp | 1.7K | ±0% | $393.4K | 0.1% |
YUMYUM Brands Inc | 2.5K | ±0% | $392.8K | 0.1% |
HBANHuntington Bancshares Inc | 21.7K | ±0% | $385.1K | 0.1% |
ORealty Income Corp | 6.2K | −14.1% | $384.5K | 0.1% |
ISHARES TRNATIONAL MUN ETF | 3.5K | ±0% | $378.9K | 0.1% |
CATCaterpillar Inc | 351 | ±0% | $373.8K | 0.1% |
ETREntergy Corp | 3.2K | ±0% | $363.4K | 0.1% |
ISHARES TRMSCI EAFE ETF | 3.4K | −32.7% | $356.5K | 0.1% |
DISWalt Disney Co | 3.7K | −5.2% | $354.1K | 0.1% |
DTMDT Midstream, Inc. | 2.4K | −0.8% | $350.8K | 0.1% |
ROKRockwell Automation, Inc | 707 | ±0% | $350K | 0.1% |
NFLXNetflix Inc | 4.9K | −12.6% | $346.3K | 0.1% |
EWEdwards Lifesciences Corp | 3.8K | +40.5% | $345.2K | 0.1% |
MDLZMondelez International, Inc. | 5.9K | ±0% | $343K | 0.1% |
FIRST TR EXCHNG TRADED FD VIFT VEST NAS | 9K | ±0% | $334.6K | 0.1% |
PFEPfizer Inc | 13.5K | −0.9% | $326.2K | 0.1% |
VANGUARD WHITEHALL FDSHIGH DIV YLD | 2K | ±0% | $312.1K | 0.1% |
MFCManulife Financial Corp | 7.5K | +0.0% | $303.4K | 0.1% |
GISGeneral Mills Inc | 8.5K | −22.6% | $295.8K | 0.1% |
SPDR SERIES TRUSTST STR SP600SM C | 2.7K | New | $292.1K | 0.1% |
HSICHenry Schein Inc | 3.4K | ±0% | $284.5K | 0.1% |
ISHARES TRTIPS BD ETF | 2.6K | ±0% | $282.3K | 0.1% |
AJGArthur J. Gallagher & Co. | 1.2K | ±0% | $280.8K | 0.1% |
LMTLockheed Martin Corp | 551 | +1.8% | $280.7K | 0.1% |
ISHARES TRCORE S&P TTL STK | 1.7K | ±0% | $277.6K | 0.1% |
FANGDiamondback Energy, Inc. | 1.6K | ±0% | $272.7K | 0.1% |
APHAmphenol Corp | 1.5K | ±0% | $270.7K | 0.1% |
GLDSPDR Gold Trust | 722 | ±0% | $266K | 0.1% |
ISHARES TRRUS 2000 GRW ETF | 675 | ±0% | $265.9K | 0.1% |
ISHARES TRRUS 1000 GRW ETF | 2.1K | +270.2% | $265.7K | 0.1% |
COSTCostco Wholesale Corp | 282 | +0.4% | $263.8K | 0.1% |
UBERUber Technologies, Inc | 3.6K | −0.6% | $258.6K | 0.1% |
DXCMDexCom Inc | 3.8K | +40.1% | $257.6K | 0.1% |
UNHUnitedHealth Group Inc | 607 | −20.0% | $252.1K | 0.1% |
SCIService Corp International | 3.2K | +2,063.8% | $244.9K | 0.1% |
ISHARES TRCORE 60 BALA ETF | 3.5K | New | $244K | 0.1% |
SPDR SERIES TRUSTST STR SP DIV | 1.6K | New | $243.9K | 0.1% |
TAT&T Inc. | 11.8K | −0.2% | $243.4K | 0.1% |
CMGChipotle Mexican Grill Inc | 7.1K | ±0% | $242.8K | 0.1% |
BACBank of America Corp | 4.2K | −9.1% | $240.3K | 0.1% |
ISHARES TRU.S. REAL ES ETF | 2.3K | ±0% | $233.7K | 0.1% |
UPSUnited Parcel Service Inc | 2.2K | ±0% | $232K | 0.1% |
ISHARES TRMSCI EMG MKT ETF | 3.3K | +0.1% | $224.8K | 0.1% |
LCNBLCNB Corp | 12.7K | ±0% | $222.8K | 0.1% |
LULUlululemon athletica inc. | 1.9K | +27.7% | $219.8K | 0.1% |
PSAPublic Storage | 686 | −6.8% | $218.4K | 0.1% |
SWKStanley Black & Decker, Inc. | 2.3K | ±0% | $217.2K | 0.1% |
AONAon plc | 653 | ±0% | $216.6K | 0.1% |
WFCWells Fargo & Company | 2.6K | −0.6% | $210.9K | 0.1% |
ORCLOracle Corp | 1.4K | −22.7% | $209.3K | 0.1% |
IQVIQVIA Holdings Inc. | 986 | −28.2% | $190.5K | 0.1% |
EA SERIES TRUSTFREEDOM 100 EM | 2.6K | ±0% | $189.5K | 0.1% |
RDDTReddit, Inc. | 1.1K | +4.8% | $188.7K | 0.1% |
HWMHowmet Aerospace Inc. | 700 | ±0% | $188.2K | 0.1% |
DIASPDR DOW Jones Industrial Average ETF Trust | 356 | ±0% | $186K | 0.1% |
NUENucor Corp | 822 | ±0% | $183.1K | 0.1% |
ISRGIntuitive Surgical Inc | 458 | ±0% | $182.1K | 0.1% |
DUKDuke Energy CORP | 1.4K | ±0% | $182K | 0.1% |
JBLJabil Inc | 470 | −10.8% | $181.2K | 0.1% |
VANGUARD INDEX FDSREAL ESTATE ETF | 1.9K | −6.7% | $180.2K | 0.1% |
BABoeing Co | 829 | ±0% | $179.5K | 0.1% |
CEGConstellation Energy Corp | 722 | +26.7% | $179.3K | 0.1% |
INTCIntel Corp | 1.2K | ±0% | $174.4K | 0.1% |
ZTSZoetis Inc. | 2.4K | −19.0% | $170.1K | 0.1% |
HALHalliburton Co | 5K | ±0% | $168.4K | 0.1% |
NEMNEWMONT Corp | 1.8K | ±0% | $168.1K | 0.1% |
USBUS Bancorp de | 2.8K | −41.7% | $166.4K | 0.1% |
BBYBest BUY Co Inc | 2.2K | −50.0% | $163.8K | 0.1% |
ISHARES TRS&P 500 GRWT ETF | 1.2K | −9.9% | $163.2K | 0.1% |
ISHARES TRRUS TP200 GR ETF | 559 | ±0% | $162.5K | 0.1% |
DELLDell Technologies Inc. | 373 | ±0% | $160.9K | 0.1% |
VANGUARD INTL EQUITY INDEX FALLWRLD EX US | 1.9K | ±0% | $159.9K | 0.1% |
COHRCoherent Corp. | 400 | −20.0% | $157.8K | 0.1% |
FISFidelity National Information Services, Inc. | 4K | −15.7% | $154.7K | 0.1% |
MAMastercard Inc | 300 | ±0% | $154.1K | 0.1% |
VANGUARD WELLINGTON FDUS QUALITY | 900 | ±0% | $153.3K | 0.1% |
VANGUARD WORLD FDUTILITIES ETF | 783 | ±0% | $153.3K | 0.1% |
CDNSCadence Design Systems Inc | 397 | ±0% | $149K | 0.1% |
NVONovo Nordisk a S | 3.1K | ±0% | $147.6K | 0.1% |
VANGUARD INDEX FDSMCAP VL IDXVIP | 736 | ±0% | $145.4K | 0.1% |
RBB FUND TRUSTFIRS EAGL OV ETF | 2.7K | New | $141.5K | 0.1% |
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF | 891 | ±0% | $139.8K | 0.1% |
SOSouthern Co | 1.5K | ±0% | $139.6K | 0.1% |
CVSCVS HEALTH Corp | 1.3K | ±0% | $138.7K | 0.1% |
STTState Street Corp | 800 | ±0% | $135.7K | 0.1% |
ELVElevance Health, Inc. | 349 | ±0% | $135K | 0.1% |
INVESCO EXCHANGE TRADED FD TRAFI US 1500 | 2.4K | −44.2% | $135K | 0.1% |
CRWDCrowdStrike Holdings, Inc. | 176 | −35.8% | $134.3K | 0.1% |
OGEOGE Energy Corp. | 2.7K | ±0% | $133.2K | 0.1% |
ISHARES TR7-10 YR TRSY BD | 1.4K | −6.7% | $131.5K | 0.1% |
ISHARES TRCOPPER & METALS | 2.6K | ±0% | $130.2K | 0.1% |
AFLAflac Inc | 1.1K | ±0% | $127.3K | 0.1% |
CAPITAL GROUP DIVIDEND VALUESHS CREAT UNIT | 2.6K | New | $126.7K | 0.1% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 265 | −31.2% | $126.6K | 0.1% |
DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | 1.5K | ±0% | $125K | 0.1% |
PHParker-Hannifin Corp | 127 | ±0% | $124.2K | 0.1% |
LSTRLandstar System Inc | 600 | ±0% | $124.1K | 0.1% |
NSCNorfolk Southern Corp | 394 | ±0% | $123.9K | 0.1% |
CLSCelestica Inc | 338 | −40.4% | $123.3K | 0.1% |
MCOMoody's Corp | 266 | −1.5% | $120.5K | 0.1% |
CVSACovista Inc. | 935 | ±0% | $116.6K | 0.1% |
SNPSSynopsys Inc | 258 | ±0% | $115.1K | 0.1% |
UNMUnum Group | 1.3K | +9.3% | $115.1K | 0.1% |
DJTTrump Media & Technology Group Corp. | 14.8K | ±0% | $114.6K | 0.1% |
GLOBAL X FDS1 3 MO T BI ET | 1.1K | New | $112.8K | 0.1% |
CARRCARRIER GLOBAL Corp | 1.5K | +19.0% | $110.9K | 0.1% |
ISHARES INCCORE MSCI EMKT | 1.3K | −1.9% | $108.2K | 0.1% |
NXSTNexstar Media Group, Inc. | 605 | New | $108K | 0.1% |
IDXXIDEXX Laboratories Inc | 205 | ±0% | $107.9K | 0.1% |
ESEversource Energy | 1.5K | ±0% | $107.5K | 0.1% |
PPGPPG Industries Inc | 868 | ±0% | $105.3K | 0.1% |
CACICACI International Inc | 225 | ±0% | $104.2K | 0.1% |
MDTMedtronic plc | 1.3K | −17.1% | $103.3K | 0.1% |
CTVACorteva, Inc. | 1.2K | ±0% | $103.1K | 0.1% |
RGENRepligen Corp | 755 | +52.8% | $103K | 0.1% |
DCHDauch Corp | 19K | ±0% | $103K | 0.1% |
ESSEssex Property Trust, Inc. | 350 | ±0% | $102.1K | 0.1% |
PANWPalo Alto Networks Inc | 294 | ±0% | $100.3K | 0.1% |
AZNAstraZeneca PLC | 528 | ±0% | $100.1K | 0.1% |
CMCSAComcast Corp | 4K | −60.3% | $98.4K | 0.1% |
ISHARES TRS&P MC 400VL ETF | 660 | ±0% | $97.5K | 0.1% |
BMYBristol Myers Squibb Co | 1.7K | ±0% | $96.3K | 0.1% |
ISHARES TRESG AWR MSCI USA | 588 | ±0% | $96.2K | 0.1% |
QBTSD-Wave Quantum Inc. | 4K | +9.1% | $95.4K | 0.1% |
J P MORGAN EXCHANGE TRADED FSMALL & MID CAP | 1.2K | ±0% | $95.4K | 0.1% |
WISDOMTREE TRARTI INT INN FD | 2K | New | $95.1K | 0.1% |
SCHWSchwab Charles Corp | 1K | ±0% | $94.1K | 0.1% |
EPDEnterprise Products Partners L.P. | 2.5K | ±0% | $93.1K | 0.1% |
VANECK ETF TRUSTHIGH YLD MUNIETF | 1.8K | ±0% | $92.5K | 0.1% |
WISDOMTREE TRUS TOTAL DIVIDND | 982 | ±0% | $91.6K | 0.1% |
DIMENSIONAL ETF TRUSTUS TARGETED VLU | 1.3K | ±0% | $90.9K | 0.1% |
PPLPPL Corp | 2.5K | ±0% | $90.8K | 0.1% |
SPCXSpace Exploration Technologies Corp | 530 | New | $90.6K | 0.1% |
RGTIRigetti Computing, Inc. | 4.6K | +9.0% | $88.7K | 0.1% |
APLDApplied Digital Corp. | 2.4K | +54.5% | $88.6K | 0.1% |
YUMCYum China Holdings, Inc. | 2.2K | ±0% | $87.9K | 0.1% |
HRBH&R Block Inc | 2.3K | ±0% | $87.7K | 0.1% |
PRCTPROCEPT BioRobotics Corp | 3.7K | +82.9% | $84.3K | 0.1% |
ARQQArqit Quantum Inc. | 2.8K | New | $83.8K | 0.1% |
SCHWAB STRATEGIC TRUS DIVIDEND EQ | 2.6K | ±0% | $82.4K | 0.1% |
QCOMQualcomm Inc | 443 | −21.0% | $81.9K | 0.1% |
SGOLabrdn Gold ETF Trust | 2.1K | ±0% | $80.3K | 0.1% |
CPACopa Holdings, S.A. | 516 | New | $80.3K | 0.1% |
ONDSOndas Inc. | 9.6K | New | $79.1K | 0.1% |
CRWVCoreWeave, Inc. | 790 | +59.3% | $78.6K | 0.1% |
STXSeagate Technology Holdings plc | 80 | ±0% | $77.2K | 0.1% |
BEBloom Energy Corp | 252 | −49.8% | $76.3K | 0.1% |
TGTTarget Corp | 583 | ±0% | $76.1K | 0.1% |
PLPCPreformed Line Products Co | 185 | ±0% | $76K | 0.1% |
BXBlackstone Inc. | 640 | ±0% | $75.3K | 0.1% |
FEFirstenergy Corp | 1.6K | ±0% | $74.1K | 0.1% |
COINCoinbase Global, Inc. | 506 | −1.7% | $74K | 0.1% |
BILIBilibili Inc. | 4.3K | New | $73.9K | 0.1% |
INTUIntuit Inc. | 283 | ±0% | $73.9K | 0.1% |
MARMarriott International Inc | 199 | ±0% | $73.7K | 0.1% |
VGVenture Global, Inc. | 6.5K | +12.1% | $72.3K | 0.1% |
MPMP Materials Corp. | 1.3K | New | $70.9K | 0.1% |
XYZBlock, Inc. | 917 | −41.1% | $69.7K | 0.1% |
QQnity Electronics, Inc. | 425 | ±0% | $69.4K | 0.1% |
TRMKTrustmark Corp | 1.5K | ±0% | $69K | 0.1% |
DDDuPont de Nemours, Inc. | 507 | New | $68.8K | 0.1% |
NVRNVR Inc | 10 | +25.0% | $68.1K | 0.1% |
FIRST TR EXCHANGE-TRADED FDSHS | 1.4K | −2.2% | $66.8K | 0.1% |
USARUSA Rare Earth, Inc. | 3.1K | +23.4% | $66.6K | 0.1% |
LVSLas Vegas Sands Corp | 1.4K | ±0% | $66.5K | 0.1% |
METMetLife Inc | 778 | ±0% | $65.8K | 0.1% |
SPDR SERIES TRUSTST STR SP AERO | 230 | New | $65.3K | 0.1% |
IAUiShares Gold Trust | 850 | ±0% | $64.2K | 0.1% |
DASHDoorDash, Inc. | 345 | New | $63.7K | 0.1% |
GLGlobe Life Inc. | 354 | ±0% | $63.3K | 0.1% |
AMPAmeriprise Financial Inc | 137 | ±0% | $62.9K | 0.1% |
KRKroger Co | 1.1K | ±0% | $62.5K | 0.1% |
NUNu Holdings Ltd. | 4.6K | +20.3% | $60.9K | 0.1% |
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT | 285 | ±0% | $60.6K | 0.1% |
LHXL3HARRIS Technologies, Inc. | 207 | −6.3% | $60.3K | 0.1% |
COPConocoPhillips | 578 | −11.6% | $60.1K | 0.1% |
IONQIonQ, Inc. | 1.1K | New | $59.9K | 0.1% |
ISHARES TRRUSSELL 3000 ETF | 139 | −18.7% | $59.3K | 0.1% |
ISHARES TRESG AW MSCI EAFE | 549 | ±0% | $56.4K | 0.1% |
GLWCorning Inc | 220 | −38.9% | $56.2K | 0.1% |
FITBFifth Third Bancorp | 987 | +83.5% | $55.6K | 0.1% |
ISHARES TRGLOBAL 100 ETF | 404 | ±0% | $55.2K | 0.1% |
XNDUXanadu Quantum Technologies Ltd | 4.6K | New | $55.1K | 0.1% |
CCLCarnival Corp Ltd. | 1.9K | New | $54.6K | 0.1% |
OTISOtis Worldwide Corp | 755 | +18.9% | $54.1K | 0.1% |
VANGUARD WORLD FDCONSUM DIS ETF | 136 | ±0% | $53.9K | 0.1% |
INVESCO EXCHANGE TRADED FD TS&P500 QUALITY | 597 | ±0% | $53.8K | 0.1% |
VANGUARD WORLD FDMEGA CAP INDEX | 195 | ±0% | $53.4K | 0.1% |
CHEFChefs' Warehouse, Inc. | 550 | ±0% | $52.9K | 0.1% |
CBUCommunity Financial System, Inc. | 780 | ±0% | $52.4K | 0.1% |
TPRTapestry, Inc. | 356 | ±0% | $52.1K | 0.1% |
SOLVSolventum Corp | 669 | ±0% | $51.6K | 0.1% |
J P MORGAN EXCHANGE TRADED FRLTY INCOME ETF | 981 | New | $51.2K | 0.1% |
RVTRoyce Small-Cap Trust, Inc. | 2.8K | New | $50.9K | 0.1% |
AFGAmerican Financial Group Inc | 363 | ±0% | $50.8K | 0.1% |
GNTXGentex Corp | 2K | ±0% | $50.5K | 0.1% |
EDConsolidated Edison Inc | 456 | ±0% | $50.4K | 0.1% |
HONHoneywell International Inc | 217 | New | $50.4K | 0.1% |
NETCloudflare, Inc. | 200 | −36.1% | $49.1K | 0.1% |
WDFCWD 40 Co | 200 | ±0% | $48.7K | 0.1% |
ADMArcher-Daniels-Midland Co | 634 | +123.2% | $48.4K | 0.1% |
DEDeere & Co | 76 | ±0% | $48.2K | 0.1% |
ASTSAST SpaceMobile, Inc. | 537 | New | $47.7K | 0.1% |
CICigna Group | 172 | ±0% | $47.4K | 0.1% |
VANGUARD BD INDEX FDSTOTAL BND MRKT | 631 | ±0% | $46.3K | 0.1% |
ADPAutomatic Data Processing Inc | 205 | ±0% | $45.9K | 0.1% |
WBDWarner Bros. Discovery, Inc. | 1.7K | ±0% | $45.6K | 0.1% |
ALTGAlta Equipment Group Inc. | 7K | ±0% | $45.6K | 0.1% |
INVHInvitation Homes Inc. | 1.5K | ±0% | $45.3K | 0.1% |
LLoews Corp | 400 | ±0% | $45.3K | 0.1% |
KMXCarMax Inc | 850 | ±0% | $45K | 0.1% |
BPBP PLC | 1.2K | ±0% | $44.7K | 0.1% |
FBKFB Financial Corp | 800 | ±0% | $44.3K | 0.1% |
APOApollo Global Management, Inc. | 372 | ±0% | $44K | 0.1% |
DDominion Energy, Inc | 641 | ±0% | $43.8K | 0.1% |
FIRST TR EXCHANGE-TRADED FDNY ARCA BIOTECH | 175 | ±0% | $43.4K | 0.1% |
SELECT SECTOR SPDR TRST STR CARE ETF | 273 | New | $43.3K | 0.1% |
IBITiShares Bitcoin Trust ETF | 1.3K | ±0% | $43.3K | 0.1% |
KEYSKeysight Technologies, Inc. | 123 | ±0% | $43.1K | 0.1% |
CCJCameco Corp | 420 | ±0% | $42.8K | 0.1% |
ISHARES TRRUS 1000 VAL ETF | 176 | −11.6% | $42.7K | 0.1% |
PLTRPalantir Technologies Inc. | 365 | −61.2% | $42.6K | 0.1% |
DVNDevon Energy Corp | 1K | −42.0% | $42.6K | 0.1% |
MASMasco Corp | 517 | ±0% | $42.1K | 0.1% |
DOWDOW Inc. | 1.5K | ±0% | $42K | 0.1% |
ASANAsana, Inc. | 6K | ±0% | $42K | 0.1% |
OWLBlue OWL Capital Inc. | 4.8K | +9.0% | $42K | 0.1% |
TMUST-Mobile US, Inc. | 249 | ±0% | $41.8K | 0.1% |
BHPBHP Group Ltd | 500 | ±0% | $41.7K | 0.1% |
VRTVertiv Holdings Co | 124 | −21.0% | $41.5K | 0.1% |
PYPLPayPal Holdings, Inc. | 960 | −41.4% | $41.5K | 0.1% |
SCHWAB STRATEGIC TRINTL EQTY ETF | 1.4K | ±0% | $40.1K | 0.1% |
ICEIntercontinental Exchange, Inc. | 325 | ±0% | $40K | 0.1% |
BBBLACKBERRY Ltd | 3.2K | +3.3% | $39.9K | 0.1% |
ISHARES TRU.S. FINLS ETF | 310 | ±0% | $39.5K | 0.1% |
WECWEC Energy Group, Inc. | 333 | ±0% | $38.9K | 0.1% |
SELECT SECTOR SPDR TRST STR FINL ETF | 725 | New | $38.9K | 0.1% |
PEGPublic Service Enterprise Group Inc | 469 | −56.0% | $38.1K | 0.1% |
ENBEnbridge Inc | 695 | ±0% | $37.7K | 0.1% |
KFKorea Fund Inc | 500 | ±0% | $37.6K | 0.1% |
VANECK ETF TRUSTSEMICONDUCTR ETF | 56 | ±0% | $36.7K | 0.1% |
ETXEaton Vance Municipal Income 2028 Term Trust | 1.9K | ±0% | $36K | 0.1% |
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT | 600 | ±0% | $35.7K | 0.1% |
HIGHartford Insurance Group, Inc. | 266 | ±0% | $35.3K | 0.1% |
EOTEaton Vance National Municipal Opportunities Trust | 2K | ±0% | $35.2K | 0.1% |
VANGUARD BD INDEX FDSSHORT TRM BOND | 450 | ±0% | $35.1K | 0.1% |
ACMAECOM | 500 | ±0% | $34.9K | 0.1% |
CSXCSX Corp | 720 | ±0% | $34.2K | 0.1% |
URIUnited Rentals, Inc. | 30 | ±0% | $34K | 0.1% |
INFQInfleqtion, Inc. | 2.5K | New | $33.9K | 0.1% |
INVESCO EXCHANGE TRADED FD TINTL DIVI ACHI | 1.5K | ±0% | $33.8K | 0.1% |
BOXBox Inc | 1.3K | ±0% | $33.2K | 0.1% |
ENREnergizer Holdings, Inc. | 1.5K | ±0% | $33.1K | 0.1% |
NVSNovartis AG | 210 | ±0% | $32.9K | 0.1% |
SPDR SERIES TRUSTST STR P400MID | 481 | New | $32.5K | 0.1% |
SCHWAB STRATEGIC TRUS LCAP GR ETF | 951 | ±0% | $32.2K | 0.1% |
XYLXylem Inc. | 266 | ±0% | $31.4K | 0.1% |
WISDOMTREE TRUS MIDCAP DIVID | 552 | ±0% | $31.2K | 0.1% |
SPDR SERIES TRUSTST STR CONV ETF | 284 | New | $30.6K | 0.1% |
EXCExelon Corp | 653 | ±0% | $30.4K | 0.1% |
SPDR SERIES TRUSTST INTL BBG ETF | 1.4K | New | $30.4K | 0.1% |
BLDQXO Insulation, LLC | 85 | ±0% | $30.1K | 0.1% |
VANGUARD INDEX FDSEXTEND MKT ETF | 122 | ±0% | $30K | 0.1% |
VANGUARD CHARLOTTE FDSTOTAL INT BD ETF | 610 | ±0% | $29.5K | 0.1% |
GDVGabelli Dividend & Income Trust | 1K | ±0% | $29.4K | 0.1% |
ETHWBitwise Ethereum ETF | 2.6K | ±0% | $29.3K | 0.1% |
VLOValero Energy Corp | 112 | ±0% | $29.2K | 0.1% |
SPDR SERIES TRUSTST STR SP600 SML | 500 | New | $28.8K | 0.1% |
ISHARES TRCORE MSCI INTL | 323 | ±0% | $28.8K | 0.1% |
PFGPrincipal Financial Group Inc | 264 | ±0% | $28.5K | 0.1% |
GSGoldman Sachs Group Inc | 28 | ±0% | $28.3K | 0.1% |
TXNTexas Instruments Inc | 94 | ±0% | $28K | 0.1% |
GDGeneral Dynamics Corp | 78 | ±0% | $27.6K | 0.1% |
LUVSouthwest Airlines Co | 533 | ±0% | $27.4K | 0.1% |
VANGUARD INDEX FDSMCAP GR IDXVIP | 88 | ±0% | $27K | 0.1% |
ROSTRoss Stores, Inc. | 126 | ±0% | $26.8K | 0.1% |
SLViShares Silver Trust | 500 | ±0% | $26.7K | 0.1% |
AWKAmerican Water Works Company, Inc. | 200 | ±0% | $26.3K | 0.1% |
NOWServiceNow, Inc. | 265 | ±0% | $26.3K | 0.1% |
ITTITT Inc. | 133 | ±0% | $26.3K | 0.1% |
SYFSynchrony Financial | 340 | −29.2% | $25.9K | 0.1% |
HONAHoneywell Aerospace Inc. | 117 | New | $25.9K | 0.1% |
FIRST TR EXCHNG TRADED FD VIFT VEST US | 500 | ±0% | $25.2K | 0.1% |
DGDollar General Corp | 217 | ±0% | $25K | 0.1% |
CORCencora, Inc. | 88 | ±0% | $24.9K | 0.1% |
BLKBlackRock, Inc. | 25 | ±0% | $24K | 0.1% |
CZWICitizens Community Bancorp Inc. | 1K | ±0% | $23.4K | 0.1% |
FIDELITY COVINGTON TRUSTMSCI HLTH CARE I | 300 | ±0% | $23.2K | 0.1% |
AXGNAxogen, Inc. | 500 | ±0% | $23.1K | 0.1% |
RIVNRivian Automotive, Inc. | 1.3K | ±0% | $22.6K | 0.1% |
AHRAmerican Healthcare REIT, Inc. | 432 | ±0% | $22.5K | 0.1% |
AIGAmerican International Group, Inc. | 300 | ±0% | $22.4K | 0.1% |
GMGeneral Motors Co | 284 | ±0% | $21.9K | 0.1% |
NKENIKE, Inc. | 527 | ±0% | $21.6K | 0.1% |
HPEHewlett Packard Enterprise Co | 467 | ±0% | $21.1K | 0.1% |
MNSTMonster Beverage Corp | 216 | ±0% | $20.8K | 0.1% |
AEEAmeren Corp | 181 | ±0% | $20.5K | 0.1% |
LOBLive Oak Bancshares, Inc. | 500 | ±0% | $20.4K | 0.1% |
GDRXGoodRx Holdings, Inc. | 7K | ±0% | $20.2K | 0.1% |
AIZAssurant, Inc. | 75 | ±0% | $20.1K | 0.1% |
GEHCGE HealthCare Technologies Inc. | 309 | +2.3% | $19.8K | 0.1% |
VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD | 250 | ±0% | $19.8K | 0.1% |
RMAXRE/MAX Holdings, Inc. | 2K | ±0% | $19.7K | 0.1% |
NUVNuveen Municipal Value Fund Inc | 2.1K | ±0% | $19.2K | 0.1% |
KMIKinder Morgan, Inc. | 600 | ±0% | $19.2K | 0.1% |
PRUPrudential Financial Inc | 178 | +128.2% | $19.2K | 0.1% |
ISHARES TRRUS MDCP VAL ETF | 116 | ±0% | $19.1K | 0.1% |
CCitigroup Inc | 136 | ±0% | $19K | 0.1% |
IRTIndependence Realty Trust, Inc. | 1.1K | ±0% | $18.9K | 0.1% |
HPQHP Inc | 850 | ±0% | $18.6K | 0.1% |
SHWSherwin Williams Co | 54 | ±0% | $18.6K | 0.1% |
BABAAlibaba Group Holding Ltd | 192 | ±0% | $18.4K | 0.1% |
NGVTIngevity Corp | 246 | ±0% | $18.4K | 0.1% |
PSKYParamount Skydance Corp | 1.9K | ±0% | $18.3K | 0.1% |
HGTYHagerty, Inc. | 1.5K | ±0% | $17.9K | 0.1% |
VANGUARD WORLD FDFINANCIALS ETF | 136 | ±0% | $17.9K | 0.1% |
AMPLIFY ETF TRBLOCK TECHN ETF | 281 | New | $17.6K | 0.1% |
ZSZscaler, Inc. | 124 | ±0% | $17.5K | 0.1% |
VANECK ETF TRUSTGOLD MINERS ETF | 229 | ±0% | $17.3K | 0.1% |
AMEAMETEK Inc | 71 | ±0% | $17.2K | 0.1% |
SPGSimon Property Group Inc. | 76 | ±0% | $17K | 0.1% |
TMToyota Motor Corp | 100 | New | $16.8K | 0.1% |
ACHRArcher Aviation Inc. | 3.5K | ±0% | $16.6K | 0.1% |
SOFISoFi Technologies, Inc. | 925 | ±0% | $16.6K | 0.1% |
FBINFortune Brands Innovations, Inc. | 300 | ±0% | $16.5K | 0.1% |
MBWMMercantile Bank Corp | 283 | ±0% | $16.3K | 0.1% |
ISHARES TRULTRA SHORT DUR | 313 | ±0% | $15.8K | 0.1% |
TTETotalEnergies SE | 200 | ±0% | $15.6K | 0.1% |
LNGCheniere Energy, Inc. | 65 | ±0% | $15.5K | 0.1% |
HSBCHSBC Holdings PLC | 163 | ±0% | $15.5K | 0.1% |
NFGNational Fuel Gas Co | 200 | ±0% | $15.4K | 0.1% |
SPINNAKER ETF SERIESSELE STO EUR ETF | 363 | New | $15.3K | 0.1% |
TRVTravelers Companies, Inc. | 45 | ±0% | $14.9K | 0.1% |
RUNSunrun Inc. | 1.1K | ±0% | $14.8K | 0.1% |
MRNAModerna, Inc. | 210 | ±0% | $14.7K | 0.1% |
CHICalamos Convertible Opportunities & Income Fund | 1.1K | ±0% | $14.7K | 0.1% |
KNXKnight-Swift Transportation Holdings Inc. | 187 | ±0% | $14.6K | 0.1% |
GILDGilead Sciences, Inc. | 115 | ±0% | $14.5K | 0.1% |
MGYMagnolia Oil & Gas Corp | 566 | ±0% | $14.5K | 0.1% |
DNPDNP Select Income Fund Inc | 1.3K | ±0% | $14.3K | 0.1% |
JOBYJoby Aviation, Inc. | 1.6K | ±0% | $14.1K | 0.1% |
ISHARES TRIBOXX INV CP ETF | 129 | ±0% | $14.1K | 0.1% |
VANGUARD WHITEHALL FDSEM MK GOV BD ETF | 207 | ±0% | $13.9K | 0.1% |
INVESCO EXCHANGE TRADED FD TWATER RES ETF | 200 | ±0% | $13.8K | 0.1% |
ISHARES TREAFE GRWTH ETF | 110 | ±0% | $13.7K | 0.1% |
PNCPNC Financial Services Group, Inc. | 55 | ±0% | $13.5K | 0.1% |
STESTERIS plc | 64 | −93.3% | $13.5K | 0.1% |
PEverpure, Inc. | 170 | −54.1% | $13.4K | 0.1% |
SBUXStarbucks Corp | 131 | ±0% | $13.4K | 0.1% |
STWDStarwood Property Trust, Inc. | 805 | ±0% | $13.2K | 0.1% |
NGLNGL Energy Partners LP | 800 | ±0% | $12.7K | 0.1% |
GDLCGrayscale CoinDesk Crypto 5 ETF | 480 | ±0% | $12.7K | 0.1% |
ADMAAdma Biologics, Inc. | 1.5K | ±0% | $12.6K | 0.1% |
GLOBAL X FDSLITHIUM BTRY ETF | 159 | ±0% | $12.4K | 0.1% |
UAUnder Armour, Inc. | 2K | −2.0% | $12.4K | 0.1% |
KMBKimberly Clark Corp | 113 | ±0% | $12.4K | 0.1% |
EAElectronic Arts Inc. | 60 | ±0% | $12.3K | 0.1% |
ISHARES TRESG AWARE MSCI | 218 | ±0% | $12.2K | 0.1% |
SCHWAB STRATEGIC TRSHT TM US TRES | 501 | ±0% | $12.1K | 0.1% |
TELTE Connectivity plc | 59 | ±0% | $11.9K | 0.1% |
CHPTChargePoint Holdings, Inc. | 2K | ±0% | $11.8K | 0.1% |
VANGUARD SCOTTSDALE FDSVNG RUS1000GRW | 91 | ±0% | $11.6K | 0.1% |
CCICrown Castle Inc. | 152 | ±0% | $11.5K | 0.1% |
CCLDCareCloud, Inc. | 5.4K | ±0% | $11.4K | 0.1% |
SJMJ M SMUCKER Co | 100 | ±0% | $11.3K | 0.1% |
SELECT SECTOR SPDR TRST STR SVC ETF | 105 | New | $11.2K | 0.1% |
J P MORGAN EXCHANGE TRADED FBETABULDRS JAPAN | 147 | ±0% | $11.1K | 0.1% |
VANGUARD SCOTTSDALE FDSINT-TERM CORP | 132 | ±0% | $10.9K | 0.1% |
ISHARES INCESG AWR MSCI EM | 199 | ±0% | $10.9K | 0.1% |
IBNIcici Bank Ltd | 371 | ±0% | $10.8K | 0.1% |
REYNReynolds Consumer Products Inc. | 400 | ±0% | $10.7K | 0.1% |
ISHARES TRMSCI USA MIN ETF | 110 | New | $10.6K | 0.1% |
SPOTSpotify Technology S.A. | 22 | ±0% | $10.1K | 0.1% |
OKTAOkta, Inc. | 74 | −90.7% | $10.1K | 0.1% |
NIONIO Inc. | 2K | ±0% | $10K | 0.1% |
EXPEExpedia Group, Inc. | 39 | ±0% | $10K | 0.1% |
DOCSDoximity, Inc. | 480 | ±0% | $10K | 0.1% |
ILMNIllumina, Inc. | 55 | −90.6% | $9.7K | 0.1% |
