SPLG SPDR Portfolio S&P 500 ETF | $124,198,340 | $1,543,076 ▼ | -1.2% | 1,839,703 | 11.9% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $74,448,863 | $4,236,854 ▲ | 6.0% | 415,220 | 7.2% | ETF |
VONE Vanguard Russell 1000 | $74,160,728 | $3,057,121 ▼ | -4.0% | 285,157 | 7.1% | ETF |
IVW iShares S&P 500 Growth ETF | $54,579,938 | $841,835 ▲ | 1.6% | 570,025 | 5.3% | ETF |
EFG iShares MSCI EAFE Growth ETF | $51,347,500 | $280,643 ▼ | -0.5% | 476,986 | 4.9% | ETF |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $47,276,259 | $4,377,551 ▲ | 10.2% | 955,655 | 4.5% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $45,540,743 | $12,825,362 ▲ | 39.2% | 966,484 | 4.4% | Manufacturing |
EFV iShares MSCI EAFE Value ETF | $42,176,086 | $26,778,074 ▲ | 173.9% | 733,115 | 4.1% | ETF |
MUB iShares National Muni Bond ETF | $33,905,702 | $1,483,668 ▼ | -4.2% | 312,121 | 3.3% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $28,064,532 | $538,950 ▼ | -1.9% | 358,103 | 2.7% | ETF |
IVE iShares S&P 500 Value ETF | $27,076,690 | $2,629,255 ▲ | 10.8% | 137,327 | 2.6% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $26,880,258 | $984,854 ▼ | -3.5% | 508,999 | 2.6% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $25,388,962 | $1,322,053 ▲ | 5.5% | 534,280 | 2.4% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $21,207,839 | $7,661,354 ▲ | 56.6% | 347,044 | 2.0% | Manufacturing |
AAPL Apple | $19,252,198 | $13,978,569,015 ▼ | -99.9% | 82,627 | 1.9% | Computer and Technology |
IWB iShares Russell 1000 ETF | $18,932,429 | $188,633 ▼ | -1.0% | 60,220 | 1.8% | ETF |
IYW iShares U.S. Technology ETF | $18,846,020 | $1,407,334 ▼ | -6.9% | 124,298 | 1.8% | Manufacturing |
MBB iShares MBS ETF | $15,158,168 | $843,126 ▲ | 5.9% | 158,211 | 1.5% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $14,492,870 | $243,317 ▼ | -1.7% | 302,881 | 1.4% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $13,513,190 | $1,050,598 ▼ | -7.2% | 296,928 | 1.3% | ETF |
NVDA NVIDIA | $13,028,317 | $53,430,289,711 ▼ | -100.0% | 107,282 | 1.3% | Computer and Technology |
TLT iShares 20+ Year Treasury Bond ETF | $12,862,978 | $4,128,051 ▲ | 47.3% | 131,121 | 1.2% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $11,741,637 | $481,348 ▼ | -3.9% | 173,436 | 1.1% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $9,821,888 | $5,616,083 ▼ | -36.4% | 171,083 | 0.9% | ETF |
MSFT Microsoft | $9,529,688 | $2,151,320,934 ▼ | -99.6% | 22,147 | 0.9% | Computer and Technology |
BINC iShares Flexible Income Active ETF | $8,798,298 | $3,341,343 ▲ | 61.2% | 164,362 | 0.8% | ETF |
AMZN Amazon.com | $7,333,672 | $13,040,944,275 ▼ | -99.9% | 39,359 | 0.7% | Retail/Wholesale |
LDUR PIMCO Low Duration Exchange-Traded Fund | $6,115,771 | $59,303 ▼ | -1.0% | 63,733 | 0.6% | ETF |
VTWO Vanguard Russell 2000 ETF | $5,800,473 | $124,926 ▼ | -2.1% | 64,911 | 0.6% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $5,373,497 | $253,792 ▼ | -4.5% | 50,603 | 0.5% | ETF |
IFRA iShares U.S. Infrastructure ETF | $5,007,241 | $487,596 ▲ | 10.8% | 106,605 | 0.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $4,922,294 | $17,212,035,991 ▼ | -100.0% | 8,579 | 0.5% | Finance |
XOM Exxon Mobil | $4,706,280 | $52,046 ▼ | -1.1% | 40,149 | 0.5% | Oils/Energy |
GOOG Alphabet | $3,417,181 | $3,009 ▲ | 0.1% | 20,439 | 0.3% | Computer and Technology |
SPEM SPDR Portfolio Emerging Markets ETF | $3,411,173 | $542,254 ▲ | 18.9% | 82,635 | 0.3% | ETF |
IVV iShares Core S&P 500 ETF | $3,175,360 | $552,011 ▲ | 21.0% | 5,505 | 0.3% | ETF |
META Meta Platforms | $2,983,594 | $6,868,934,063 ▼ | -100.0% | 5,212 | 0.3% | Computer and Technology |
COP ConocoPhillips | $2,943,506 | $2,103,430,609 ▼ | -99.9% | 27,959 | 0.3% | Oils/Energy |
XLSR SPDR SSGA US Sector Rotation ETF | $2,846,882 | $154,935 ▲ | 5.8% | 54,922 | 0.3% | ETF |
GOOGL Alphabet | $2,828,147 | $3,316,716,526 ▼ | -99.9% | 17,052 | 0.3% | Computer and Technology |
AVGO Broadcom | $2,823,501 | $1,032,402,066 ▼ | -99.7% | 16,368 | 0.3% | Computer and Technology |
SPDW SPDR Portfolio Developed World ex-US ETF | $2,811,929 | $1,155,683 ▼ | -29.1% | 74,865 | 0.3% | ETF |
FNDX Schwab Fundamental U.S. Large Company Index ETF | $2,469,910 | $154,141 ▼ | -5.9% | 34,419 | 0.2% | ETF |
WDAY Workday | $2,434,079 | $373,703 ▲ | 18.1% | 9,959 | 0.2% | Computer and Technology |
AMD Advanced Micro Devices | $2,174,388 | $9,351,250,610 ▼ | -100.0% | 13,252 | 0.2% | Computer and Technology |
GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF | $2,168,108 | $50,538 ▲ | 2.4% | 45,818 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $2,119,565 | $1,053,961,498 ▼ | -99.8% | 10,052 | 0.2% | Finance |
TFI SPDR Nuveen Barclays Municipal Bond ETF | $2,011,395 | $622,464 ▲ | 44.8% | 42,951 | 0.2% | Finance |
ORCL Oracle | $1,963,242 | $1,703,906,440 ▼ | -99.9% | 11,521 | 0.2% | Computer and Technology |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $1,955,588 | $57,457 ▲ | 3.0% | 20,898 | 0.2% | ETF |
LCTU BlackRock U.S. Carbon Transition Readiness ETF | $1,936,658 | $96,431 ▼ | -4.7% | 30,868 | 0.2% | ETF |
VTI Vanguard Total Stock Market ETF | $1,690,233 | $148,663 ▼ | -8.1% | 5,969 | 0.2% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $1,605,018 | $171,072 ▲ | 11.9% | 66,050 | 0.2% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $1,600,990 | $16,860 ▲ | 1.1% | 68,273 | 0.2% | ETF |
VIG Vanguard Dividend Appreciation ETF | $1,461,148 | $396 ▼ | 0.0% | 7,377 | 0.1% | ETF |
TSLA Tesla | $1,421,885 | $3,402,179,689 ▼ | -100.0% | 5,435 | 0.1% | Auto/Tires/Trucks |
IAU iShares Gold Trust | $1,420,898 | $25,396 ▲ | 1.8% | 28,590 | 0.1% | Finance |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $1,420,880 | $60,340 ▲ | 4.4% | 56,609 | 0.1% | ETF |
QQQ Invesco QQQ | $1,418,046 | $24,895 ▲ | 1.8% | 2,905 | 0.1% | Finance |
UNH UnitedHealth Group | $1,412,002 | $692,261 ▲ | 96.2% | 2,415 | 0.1% | Medical |
ESGU iShares ESG Aware MSCI USA ETF | $1,407,412 | $13,880 ▼ | -1.0% | 11,154 | 0.1% | Manufacturing |
WMT Walmart | $1,396,522 | $68,074 ▲ | 5.1% | 17,294 | 0.1% | Retail/Wholesale |
V Visa | $1,379,974 | $36,293 ▲ | 2.7% | 5,019 | 0.1% | Business Services |
IBDP iShares iBonds Dec 2024 Term Corporate ETF | $1,377,499 | $1,034 ▲ | 0.1% | 54,641 | 0.1% | ETF |
USXF iShares ESG Advanced MSCI USA ETF | $1,355,442 | $76,810 ▲ | 6.0% | 27,617 | 0.1% | Manufacturing |
JNJ Johnson & Johnson | $1,353,432 | $45,703 ▼ | -3.3% | 8,351 | 0.1% | Medical |
DSI iShares MSCI KLD 400 Social ETF | $1,351,933 | $86,706 ▼ | -6.0% | 12,427 | 0.1% | ETF |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $1,304,835 | $42,763 ▲ | 3.4% | 56,572 | 0.1% | Manufacturing |
TSM Taiwan Semiconductor Manufacturing | $1,262,407 | $1,735,570,829 ▼ | -99.9% | 7,269 | 0.1% | Computer and Technology |
FISR SPDR SSGA Fixed Income Sector Rotation ETF | $1,240,988 | $893,789 ▲ | 257.4% | 46,673 | 0.1% | ETF |
ISRG Intuitive Surgical | $1,210,489 | $8,350,818,248 ▼ | -100.0% | 2,464 | 0.1% | Medical |
SMCI Super Micro Computer | $1,207,560 | $10,825,737,924 ▼ | -100.0% | 2,900 | 0.1% | Computer and Technology |
ZS Zscaler | $1,188,888 | $10,255,682,076 ▼ | -100.0% | 6,955 | 0.1% | Computer and Technology |
XLK Technology Select Sector SPDR Fund | $1,181,854 | $414,044 ▲ | 53.9% | 5,235 | 0.1% | ETF |
CVX Chevron | $1,158,033 | $1,472,717,091 ▼ | -99.9% | 7,863 | 0.1% | Oils/Energy |
IBM International Business Machines | $1,155,221 | $1,105,004,151 ▼ | -99.9% | 5,225 | 0.1% | Computer and Technology |
PG Procter & Gamble | $1,137,490 | $33,430 ▲ | 3.0% | 6,567 | 0.1% | Consumer Staples |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $1,122,723 | $43,280 ▼ | -3.7% | 47,939 | 0.1% | Manufacturing |
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | $1,103,279 | $16,909 ▼ | -1.5% | 34,189 | 0.1% | ETF |
SUSC iShares ESG Aware USD Corporate Bond ETF | $1,096,576 | $22,339 ▲ | 2.1% | 46,094 | 0.1% | Manufacturing |
IBTE iShares iBonds Dec 2024 Term Treasury ETF | $1,087,451 | $104,809 ▼ | -8.8% | 45,310 | 0.1% | Manufacturing |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $1,079,571 | $143,710 ▲ | 15.4% | 44,299 | 0.1% | ETF |
DMXF iShares ESG Advanced MSCI EAFE ETF | $1,041,770 | $174,049 ▲ | 20.1% | 14,461 | 0.1% | Manufacturing |
ELV Elevance Health | $1,022,840 | | 0.0% | 1,967 | 0.1% | Medical |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $1,002,463 | $23,495 ▲ | 2.4% | 44,288 | 0.1% | Manufacturing |
CEG Constellation Energy | $996,697 | $10,400,277,065 ▼ | -100.0% | 3,833 | 0.1% | Oils/Energy |
PANW Palo Alto Networks | $945,761 | $60,840 ▲ | 6.9% | 2,767 | 0.1% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $943,767 | $316,523 ▲ | 50.5% | 1,789 | 0.1% | ETF |
BRK.B Berkshire Hathaway | $898,512 | $210,359 ▼ | -19.0% | 1,952 | 0.1% | Finance |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $893,705 | $58,260 ▲ | 7.0% | 35,006 | 0.1% | ETF |
SPTL SPDR Portfolio Long Term Treasury ETF | $880,734 | $347,532 ▼ | -28.3% | 30,297 | 0.1% | ETF |
FNDA Schwab Fundamental U.S. Small Company Index ETF | $867,709 | $67,136 ▼ | -7.2% | 14,566 | 0.1% | ETF |
LLY Eli Lilly and Company | $812,407 | $1,771,684,251 ▼ | -100.0% | 917 | 0.1% | Medical |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $806,694 | $57,851 ▲ | 7.7% | 14,753 | 0.1% | ETF |
TXN Texas Instruments | $799,571 | $413,107,208 ▼ | -99.8% | 3,871 | 0.1% | Computer and Technology |
HD Home Depot | $793,547 | $26,343 ▼ | -3.2% | 1,958 | 0.1% | Retail/Wholesale |
USMV iShares MSCI USA Min Vol Factor ETF | $789,238 | $35,700 ▼ | -4.3% | 8,644 | 0.1% | ETF |
PYPL PayPal | $787,791 | $780,219,670 ▼ | -99.9% | 10,096 | 0.1% | Computer and Technology |
IBTI iShares iBonds Dec 2028 Term Treasury ETF | $783,710 | $45,754 ▼ | -5.5% | 34,823 | 0.1% | Manufacturing |
MRK Merck & Co., Inc. | $773,977 | $77,897 ▲ | 11.2% | 6,816 | 0.1% | Medical |
