IVV iShares Core S&P 500 ETF | $40,473,487 | $39,430 ▼ | -0.1% | 76,985 | 7.8% | ETF |
VTV Vanguard Value ETF | $40,304,416 | $290,868 ▼ | -0.7% | 247,479 | 7.8% | ETF |
IWF iShares Russell 1000 Growth ETF | $38,944,901 | $1,495,158 ▼ | -3.7% | 115,546 | 7.5% | ETF |
VTI Vanguard Total Stock Market ETF | $38,084,211 | $620,901 ▼ | -1.6% | 146,534 | 7.4% | ETF |
VIG Vanguard Dividend Appreciation ETF | $28,707,962 | $281,767 ▼ | -1.0% | 157,209 | 5.5% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $28,442,543 | $1,208,579 ▲ | 4.4% | 290,408 | 5.5% | Finance |
IJH iShares Core S&P Mid-Cap ETF | $22,985,967 | $18,359,582 ▲ | 396.8% | 378,432 | 4.4% | ETF |
BND Vanguard Total Bond Market ETF | $19,321,397 | $202,492 ▲ | 1.1% | 266,025 | 3.7% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $19,194,629 | $415,225 ▼ | -2.1% | 229,656 | 3.7% | ETF |
IJR iShares Core S&P Small-Cap ETF | $17,218,612 | $17,020 ▼ | -0.1% | 155,796 | 3.3% | ETF |
VUG Vanguard Growth ETF | $16,335,441 | $319,419 ▼ | -1.9% | 47,459 | 3.2% | ETF |
VXUS Vanguard Total International Stock ETF | $15,786,109 | $26,894 ▲ | 0.2% | 261,793 | 3.1% | ETF |
ACWV iShares MSCI Global Min Vol Factor ETF | $14,522,409 | $180,117 ▼ | -1.2% | 137,954 | 2.8% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $13,889,856 | $84,401 ▲ | 0.6% | 274,503 | 2.7% | ETF |
MUB iShares National Muni Bond ETF | $11,310,597 | $98,884 ▲ | 0.9% | 105,117 | 2.2% | ETF |
VOO Vanguard S&P 500 ETF | $10,922,772 | $66,336 ▼ | -0.6% | 22,723 | 2.1% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $9,536,366 | $113,917 ▼ | -1.2% | 82,709 | 1.8% | ETF |
VYM Vanguard High Dividend Yield ETF | $8,965,010 | $67,513 ▲ | 0.8% | 74,097 | 1.7% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $8,514,155 | $287,464 ▼ | -3.3% | 165,003 | 1.6% | ETF |
AAPL Apple | $7,717,266 | $339,872 ▲ | 4.6% | 45,004 | 1.5% | Computer and Technology |
JMUB JPMorgan Municipal ETF | $5,969,358 | $998,715 ▲ | 20.1% | 117,646 | 1.2% | ETF |
MSFT Microsoft | $5,931,157 | $652,520 ▲ | 12.4% | 14,098 | 1.1% | Computer and Technology |
IXUS iShares Core MSCI Total International Stock ETF | $5,584,403 | $90,729 ▲ | 1.7% | 82,293 | 1.1% | Manufacturing |
IEFA iShares Core MSCI EAFE ETF | $4,696,938 | $93,072 ▼ | -1.9% | 63,284 | 0.9% | ETF |
VB Vanguard Small-Cap ETF | $4,275,884 | $157,502 ▲ | 3.8% | 18,705 | 0.8% | ETF |
HDV iShares Core High Dividend ETF | $3,600,985 | $130,268 ▼ | -3.5% | 32,674 | 0.7% | ETF |
VO Vanguard Mid-Cap ETF | $3,309,440 | $113,438 ▲ | 3.5% | 13,245 | 0.6% | ETF |
SCHD Schwab US Dividend Equity ETF | $3,239,794 | $527,804 ▲ | 19.5% | 40,181 | 0.6% | ETF |
XT iShares Exponential Technologies ETF | $2,907,012 | $249,450 ▲ | 9.4% | 48,759 | 0.6% | Manufacturing |
JEPI JPMorgan Equity Premium Income ETF | $2,700,303 | $244,804 ▲ | 10.0% | 46,670 | 0.5% | ETF |
VLUE iShares MSCI USA Value Factor ETF | $2,544,852 | $758 ▲ | 0.0% | 23,496 | 0.5% | ETF |
AMZN Amazon.com | $2,300,206 | $334,244 ▲ | 17.0% | 12,752 | 0.4% | Retail/Wholesale |
SPY SPDR S&P 500 ETF Trust | $2,164,987 | $44,984 ▼ | -2.0% | 4,139 | 0.4% | Finance |
VFMF Vanguard US Multifactor ETF | $2,089,600 | $116,357 ▲ | 5.9% | 16,468 | 0.4% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $1,982,263 | $351,225 ▼ | -15.1% | 41,392 | 0.4% | Manufacturing |
XLK Technology Select Sector SPDR Fund | $1,718,644 | $75,394 ▲ | 4.6% | 8,252 | 0.3% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $1,661,965 | | 0.0% | 28,337 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $1,625,388 | $262,385 ▲ | 19.3% | 8,115 | 0.3% | Finance |
GOOGL Alphabet | $1,558,352 | $135,535 ▲ | 9.5% | 10,325 | 0.3% | Computer and Technology |
IWD iShares Russell 1000 Value ETF | $1,555,481 | $51,402 ▼ | -3.2% | 8,685 | 0.3% | ETF |
NVDA NVIDIA | $1,482,742 | $364,135 ▲ | 32.6% | 1,641 | 0.3% | Computer and Technology |
META Meta Platforms | $1,428,091 | $112,655 ▲ | 8.6% | 2,941 | 0.3% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $1,408,322 | $17,610 ▲ | 1.3% | 28,071 | 0.3% | ETF |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $1,392,454 | $245,469 ▲ | 21.4% | 56,125 | 0.3% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $1,354,515 | $354,841 ▲ | 35.5% | 56,793 | 0.3% | ETF |
NEE NextEra Energy | $1,299,021 | $19,492 ▲ | 1.5% | 20,326 | 0.3% | Utilities |
BRK.B Berkshire Hathaway | $1,224,134 | $176,618 ▲ | 16.9% | 2,911 | 0.2% | Finance |
GOOG Alphabet | $1,197,220 | $204,028 ▲ | 20.5% | 7,863 | 0.2% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $1,195,471 | $83,457 ▼ | -6.5% | 28,620 | 0.2% | ETF |
V Visa | $1,044,698 | $123,365 ▲ | 13.4% | 3,743 | 0.2% | Business Services |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $1,028,724 | $340,176 ▲ | 49.4% | 17,570 | 0.2% | ETF |
COST Costco Wholesale | $985,387 | $112,092 ▼ | -10.2% | 1,345 | 0.2% | Retail/Wholesale |
GILD Gilead Sciences | $959,941 | $9,889 ▲ | 1.0% | 13,105 | 0.2% | Medical |
PG Procter & Gamble | $924,380 | $39,104 ▲ | 4.4% | 5,697 | 0.2% | Consumer Staples |
JNJ Johnson & Johnson | $915,203 | $53,473 ▲ | 6.2% | 5,785 | 0.2% | Medical |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $867,629 | $99,841 ▲ | 13.0% | 36,455 | 0.2% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $803,843 | $471,492 ▲ | 141.9% | 17,632 | 0.2% | Manufacturing |
HD Home Depot | $803,769 | $150,395 ▲ | 23.0% | 2,095 | 0.2% | Retail/Wholesale |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $799,420 | $799,420 ▲ | New Holding | 35,032 | 0.2% | ETF |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $786,803 | $82,561 ▲ | 11.7% | 31,592 | 0.2% | ETF |
MRK Merck & Co., Inc. | $753,698 | $792 ▼ | -0.1% | 5,712 | 0.1% | Medical |
TT Trane Technologies | $721,681 | | 0.0% | 2,404 | 0.1% | Business Services |
LLY Eli Lilly and Company | $654,653 | $25,657 ▼ | -3.8% | 842 | 0.1% | Medical |
PEP PepsiCo | $644,589 | $61,081 ▲ | 10.5% | 3,683 | 0.1% | Consumer Staples |
MCD McDonald's | $573,216 | $47,369 ▲ | 9.0% | 2,033 | 0.1% | Retail/Wholesale |
TSLA Tesla | $553,563 | $86,840 ▲ | 18.6% | 3,149 | 0.1% | Auto/Tires/Trucks |
MA Mastercard | $550,916 | $130,024 ▲ | 30.9% | 1,144 | 0.1% | Business Services |
DHR Danaher | $497,025 | $55,197 ▲ | 12.5% | 1,990 | 0.1% | Multi-Sector Conglomerates |
UNH UnitedHealth Group | $491,237 | $111,307 ▲ | 29.3% | 993 | 0.1% | Medical |
IBDP iShares iBonds Dec 2024 Term Corporate ETF | $489,009 | $9,043 ▼ | -1.8% | 19,521 | 0.1% | ETF |
CVX Chevron | $488,994 | $132,659 ▲ | 37.2% | 3,100 | 0.1% | Oils/Energy |
LRGF iShares U.S. Equity Factor ETF | $475,142 | $22,277 ▲ | 4.9% | 8,830 | 0.1% | ETF |
ABBV AbbVie | $461,624 | $114,905 ▲ | 33.1% | 2,535 | 0.1% | Medical |
DFAU Dimensional US Core Equity Market ETF | $448,711 | $155,295 ▲ | 52.9% | 12,280 | 0.1% | ETF |
CMCSA Comcast | $447,199 | $124,501 ▲ | 38.6% | 10,316 | 0.1% | Consumer Discretionary |
VT Vanguard Total World Stock ETF | $441,448 | | 0.0% | 3,995 | 0.1% | ETF |
AVGO Broadcom | $435,175 | $59,704 ▲ | 15.9% | 328 | 0.1% | Computer and Technology |
DIS Walt Disney | $426,001 | $33,400 ▲ | 8.5% | 3,482 | 0.1% | Consumer Discretionary |
ESGV Vanguard ESG US Stock ETF | $413,484 | | 0.0% | 4,437 | 0.1% | ETF |
QQQ Invesco QQQ | $409,821 | | 0.0% | 923 | 0.1% | Finance |
WMT Walmart | $382,862 | $230,451 ▲ | 151.2% | 6,363 | 0.1% | Retail/Wholesale |
DFUS Dimensional U.S. Equity ETF | $380,854 | | 0.0% | 6,684 | 0.1% | ETF |
AMAT Applied Materials | $372,451 | $29,078 ▲ | 8.5% | 1,806 | 0.1% | Computer and Technology |
DE Deere & Company | $354,879 | $6,572 ▲ | 1.9% | 864 | 0.1% | Industrial Products |
PFE Pfizer | $340,539 | $13,236 ▲ | 4.0% | 12,272 | 0.1% | Medical |
RTX RTX | $327,409 | $67,198 ▲ | 25.8% | 3,357 | 0.1% | Aerospace |
HON Honeywell International | $320,308 | $43,501 ▲ | 15.7% | 1,561 | 0.1% | Multi-Sector Conglomerates |
UNP Union Pacific | $310,733 | $310,733 ▲ | New Holding | 1,264 | 0.1% | Transportation |
DUK Duke Energy | $310,686 | $21,177 ▲ | 7.3% | 3,213 | 0.1% | Utilities |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $308,354 | $117,104 ▼ | -27.5% | 5,685 | 0.1% | ETF |
MO Altria Group | $304,033 | $15,791 ▼ | -4.9% | 6,970 | 0.1% | Consumer Staples |
AXP American Express | $297,591 | $297,591 ▲ | New Holding | 1,307 | 0.1% | Finance |
IVE iShares S&P 500 Value ETF | $295,720 | $295,720 ▲ | New Holding | 1,583 | 0.1% | ETF |
GLD SPDR Gold Shares | $295,208 | | 0.0% | 1,435 | 0.1% | Finance |
CSX CSX | $294,150 | | 0.0% | 7,935 | 0.1% | Transportation |
TMO Thermo Fisher Scientific | $293,899 | $20,910 ▲ | 7.7% | 506 | 0.1% | Medical |
QUAL iShares MSCI USA Quality Factor ETF | $291,228 | $291,228 ▲ | New Holding | 1,772 | 0.1% | ETF |
KO Coca-Cola | $290,360 | $6,363 ▼ | -2.1% | 4,746 | 0.1% | Consumer Staples |
CSCO Cisco Systems | $289,559 | $26,201 ▲ | 9.9% | 5,802 | 0.1% | Computer and Technology |
IJJ iShares S&P Mid-Cap 400 Value ETF | $280,820 | $5,441 ▼ | -1.9% | 2,374 | 0.1% | ETF |
