SCHG Schwab U.S. Large-Cap Growth ETF | $406,597,020 | $61,409,419 ▼ | -13.1% | 3,902,832 | 14.6% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $265,751,406 | $57,374,046 ▼ | -17.8% | 3,306,600 | 9.5% | ETF |
SCHD Schwab US Dividend Equity ETF | $262,549,982 | $39,528,252 ▼ | -13.1% | 3,105,998 | 9.4% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $148,964,531 | $12,502,310 ▼ | -7.7% | 3,135,279 | 5.3% | ETF |
SCHF Schwab International Equity ETF | $114,031,672 | $11,420,545 ▼ | -9.1% | 2,773,144 | 4.1% | ETF |
SPTL SPDR Portfolio Long Term Treasury ETF | $103,116,608 | $2,107,023 ▼ | -2.0% | 3,547,183 | 3.7% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $81,431,255 | $11,242,561 ▼ | -12.1% | 848,684 | 2.9% | ETF |
HYMB SPDR Nuveen Bloomberg High Yield Municipal Bond ETF | $53,368,908 | $17,812,613 ▼ | -25.0% | 2,031,553 | 1.9% | ETF |
CWI SPDR MSCI ACWI ex-US ETF | $49,309,573 | $9,144,724 ▼ | -15.6% | 1,619,894 | 1.8% | ETF |
AAPL Apple | $40,364,976 | $3,634,106 ▼ | -8.3% | 173,240 | 1.4% | Computer and Technology |
FMB First Trust Managed Municipal ETF | $37,525,569 | $9,978,556 ▼ | -21.0% | 722,201 | 1.3% | Manufacturing |
VIG Vanguard Dividend Appreciation ETF | $33,831,846 | $9,279,515 ▼ | -21.5% | 170,816 | 1.2% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $33,322,292 | $3,249,166 ▼ | -8.9% | 357,881 | 1.2% | ETF |
MUB iShares National Muni Bond ETF | $32,084,819 | $3,406,634 ▼ | -9.6% | 295,359 | 1.2% | ETF |
IDOG ALPS International Sector Dividend Dogs ETF | $30,741,852 | $8,299,482 ▼ | -21.3% | 965,147 | 1.1% | ETF |
VXUS Vanguard Total International Stock ETF | $27,327,531 | $5,277,411 ▼ | -16.2% | 422,112 | 1.0% | ETF |
IWF iShares Russell 1000 Growth ETF | $26,070,920 | $7,174,646 ▼ | -21.6% | 69,452 | 0.9% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $25,294,518 | $1,229,403 ▲ | 5.1% | 391,556 | 0.9% | ETF |
JMUB JPMorgan Municipal ETF | $24,747,106 | $3,275,692 ▼ | -11.7% | 482,682 | 0.9% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $24,606,859 | $6,247,841 ▼ | -20.2% | 465,510 | 0.9% | ETF |
MDYG SPDR S&P 400 Mid CapGrowth ETF | $23,881,265 | $317,268 ▲ | 1.3% | 272,182 | 0.9% | ETF |
JPIB JPMorgan International Bond Opportunities ETF | $23,484,464 | $8,778,971 ▲ | 59.7% | 482,673 | 0.8% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $22,374,824 | $999,130 ▲ | 4.7% | 281,586 | 0.8% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $20,097,655 | $5,091,139 ▼ | -20.2% | 337,719 | 0.7% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $19,883,490 | $46,977 ▼ | -0.2% | 579,863 | 0.7% | ETF |
MSFT Microsoft | $18,971,123 | $3,548,264 ▼ | -15.8% | 44,088 | 0.7% | Computer and Technology |
HYD VanEck High Yield Muni ETF | $18,805,620 | $6,275,368 ▼ | -25.0% | 354,355 | 0.7% | ETF |
MMIT NYLI MacKay Shields Municipal Intermediate ETF | $18,325,795 | $7,670,010 ▼ | -29.5% | 744,951 | 0.7% | ETF |
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund | $16,945,971 | $3,076,125 ▼ | -15.4% | 319,856 | 0.6% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $16,031,646 | $4,868,906 ▼ | -23.3% | 181,600 | 0.6% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $14,338,878 | $7,144,437 ▼ | -33.3% | 299,663 | 0.5% | ETF |
JCPB JPMorgan Core Plus Bond ETF | $13,370,102 | $7,901,857 ▲ | 144.5% | 277,158 | 0.5% | ETF |
IVW iShares S&P 500 Growth ETF | $12,986,423 | $1,662,704 ▼ | -11.4% | 135,628 | 0.5% | ETF |
SLYV SPDR S&P 600 Small CapValue ETF | $12,125,194 | $2,937,207 ▼ | -19.5% | 139,659 | 0.4% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $12,054,453 | $1,973,617 ▼ | -14.1% | 235,761 | 0.4% | Finance |
KO Coca-Cola | $11,805,291 | $2,895,164 ▼ | -19.7% | 164,282 | 0.4% | Consumer Staples |
ABBV AbbVie | $11,625,936 | $1,860,474 ▼ | -13.8% | 58,871 | 0.4% | Medical |
CHRW C.H. Robinson Worldwide | $11,072,344 | $296,896 ▼ | -2.6% | 100,320 | 0.4% | Transportation |
AGG iShares Core U.S. Aggregate Bond ETF | $10,994,257 | $1,914,202 ▼ | -14.8% | 108,564 | 0.4% | Finance |
JPM JPMorgan Chase & Co. | $10,916,580 | $3,783,439 ▼ | -25.7% | 51,772 | 0.4% | Finance |
HD Home Depot | $10,504,590 | $2,878,997 ▼ | -21.5% | 25,924 | 0.4% | Retail/Wholesale |
IEMG iShares Core MSCI Emerging Markets ETF | $9,956,642 | $5,468,317 ▼ | -35.5% | 173,430 | 0.4% | ETF |
FAST Fastenal | $9,780,612 | $349,101 ▼ | -3.4% | 136,945 | 0.4% | Retail/Wholesale |
TXN Texas Instruments | $9,366,236 | $2,763,475 ▼ | -22.8% | 45,342 | 0.3% | Computer and Technology |
IBM International Business Machines | $9,340,333 | $2,851,688 ▼ | -23.4% | 42,249 | 0.3% | Computer and Technology |
VTEB Vanguard Tax-Exempt Bond ETF | $9,318,364 | $676,829 ▼ | -6.8% | 182,284 | 0.3% | ETF |
AVGO Broadcom | $9,309,018 | $7,521,390 ▲ | 420.7% | 53,965 | 0.3% | Computer and Technology |
PG Procter & Gamble | $9,264,394 | $1,521,030 ▼ | -14.1% | 53,490 | 0.3% | Consumer Staples |
COST Costco Wholesale | $9,228,107 | $1,242,944 ▼ | -11.9% | 10,409 | 0.3% | Retail/Wholesale |
XOM Exxon Mobil | $9,061,658 | $1,731,216 ▼ | -16.0% | 77,305 | 0.3% | Oils/Energy |
BIV Vanguard Intermediate-Term Bond ETF | $9,053,224 | $1,630,488 ▼ | -15.3% | 115,519 | 0.3% | ETF |
MRK Merck & Co., Inc. | $8,856,680 | $2,234,299 ▼ | -20.1% | 77,991 | 0.3% | Medical |
IWP iShares Russell Mid-Cap Growth ETF | $8,816,804 | $6,429,719 ▼ | -42.2% | 75,171 | 0.3% | ETF |
VYM Vanguard High Dividend Yield ETF | $8,664,283 | $14,358 ▼ | -0.2% | 67,584 | 0.3% | ETF |
VZ Verizon Communications | $8,608,482 | $2,404,975 ▼ | -21.8% | 191,683 | 0.3% | Computer and Technology |
CVX Chevron | $8,458,509 | $1,981,531 ▼ | -19.0% | 57,435 | 0.3% | Oils/Energy |
SPY SPDR S&P 500 ETF Trust | $8,400,012 | $2,236,561 ▼ | -21.0% | 14,640 | 0.3% | Finance |
PEP PepsiCo | $8,304,706 | $2,496,496 ▼ | -23.1% | 48,837 | 0.3% | Consumer Staples |
AMGN Amgen | $8,281,520 | $581,272 ▲ | 7.5% | 25,702 | 0.3% | Medical |
VTV Vanguard Value ETF | $8,212,540 | $122,549 ▲ | 1.5% | 47,044 | 0.3% | ETF |
VBK Vanguard Small-Cap Growth ETF | $8,171,104 | $1,058,519 ▼ | -11.5% | 30,561 | 0.3% | ETF |
CSCO Cisco Systems | $7,994,455 | $1,425,500 ▼ | -15.1% | 150,215 | 0.3% | Computer and Technology |
DE Deere & Company | $7,932,867 | $849,667 ▼ | -9.7% | 19,009 | 0.3% | Industrial Products |
PFE Pfizer | $7,698,537 | $2,219,786 ▼ | -22.4% | 266,017 | 0.3% | Medical |
BRK.B Berkshire Hathaway | $7,441,023 | $1,005,208 ▼ | -11.9% | 16,167 | 0.3% | Finance |
VOE Vanguard Mid-Cap Value ETF | $7,396,091 | $5,185,698 ▼ | -41.2% | 44,111 | 0.3% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $7,242,583 | $1,834,539 ▼ | -20.2% | 68,204 | 0.3% | ETF |
JNJ Johnson & Johnson | $6,988,437 | $1,271,023 ▼ | -15.4% | 43,123 | 0.3% | Medical |
IBTE iShares iBonds Dec 2024 Term Treasury ETF | $6,928,272 | $64,128 ▼ | -0.9% | 288,678 | 0.2% | Manufacturing |
IWS iShares Russell Mid-Cap Value ETF | $6,788,819 | $5,546,722 ▼ | -45.0% | 51,333 | 0.2% | ETF |
NVDA NVIDIA | $6,707,761 | $3,653,292 ▼ | -35.3% | 55,235 | 0.2% | Computer and Technology |
LMT Lockheed Martin | $6,670,039 | $1,864,220 ▼ | -21.8% | 11,410 | 0.2% | Aerospace |
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF | $6,601,411 | $2,259,760 ▲ | 52.0% | 116,574 | 0.2% | ETF |
IWN iShares Russell 2000 Value ETF | $6,336,855 | $4,231,243 ▼ | -40.0% | 37,986 | 0.2% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $6,137,392 | $1,816,773 ▼ | -22.8% | 25,208 | 0.2% | ETF |
MO Altria Group | $5,733,628 | $1,492,358 ▼ | -20.7% | 112,336 | 0.2% | Consumer Staples |
MCD McDonald's | $5,686,253 | $605,076 ▼ | -9.6% | 18,673 | 0.2% | Retail/Wholesale |
BLK BlackRock | $5,682,250 | $2,162,180 ▼ | -27.6% | 5,984 | 0.2% | Finance |
VLO Valero Energy | $5,637,115 | $809,507 ▼ | -12.6% | 41,747 | 0.2% | Oils/Energy |
EFV iShares MSCI EAFE Value ETF | $5,344,306 | $6,403,376 ▼ | -54.5% | 92,896 | 0.2% | ETF |
UPS United Parcel Service | $5,131,580 | $910,618 ▼ | -15.1% | 37,638 | 0.2% | Transportation |
QQQ Invesco QQQ | $4,752,435 | $526,150 ▼ | -10.0% | 9,737 | 0.2% | Finance |
USB U.S. Bancorp | $4,653,074 | $1,473,787 ▼ | -24.1% | 101,751 | 0.2% | Finance |
BAC Bank of America | $4,615,370 | $1,743,933 ▼ | -27.4% | 116,315 | 0.2% | Finance |
IWO iShares Russell 2000 Growth ETF | $4,333,613 | $1,906,517 ▼ | -30.6% | 15,259 | 0.2% | ETF |
QCOM QUALCOMM | $4,311,804 | $5,272 ▼ | -0.1% | 25,356 | 0.2% | Computer and Technology |
ADP Automatic Data Processing | $4,252,312 | $1,264,956 ▼ | -22.9% | 15,366 | 0.2% | Business Services |
AMZN Amazon.com | $4,240,498 | $1,694,671 ▼ | -28.6% | 22,758 | 0.2% | Retail/Wholesale |
VONV Vanguard Russell 1000 Value | $4,175,833 | | 0.0% | 50,112 | 0.1% | ETF |
DFLV Dimensional US Large Cap Value ETF | $4,117,849 | $10,660 ▲ | 0.3% | 133,653 | 0.1% | ETF |
SCHP Schwab U.S. TIPS ETF | $4,020,158 | $24,348 ▲ | 0.6% | 74,961 | 0.1% | ETF |
EOG EOG Resources | $3,974,048 | $1,170,284 ▼ | -22.7% | 32,328 | 0.1% | Oils/Energy |
VBR Vanguard Small-Cap Value ETF | $3,776,924 | $368,236 ▼ | -8.9% | 18,811 | 0.1% | ETF |
TSLA Tesla | $3,559,999 | $1,400,767 ▼ | -28.2% | 13,607 | 0.1% | Auto/Tires/Trucks |
GOOGL Alphabet | $3,544,908 | $1,299,777 ▼ | -26.8% | 21,374 | 0.1% | Computer and Technology |
COP ConocoPhillips | $3,520,427 | $240,879 ▼ | -6.4% | 33,439 | 0.1% | Oils/Energy |
EEM iShares MSCI Emerging Markets ETF | $3,503,337 | $201,601 ▼ | -5.4% | 76,392 | 0.1% | Finance |
ORCL Oracle | $3,423,412 | $232,090 ▼ | -6.3% | 20,090 | 0.1% | Computer and Technology |
TMO Thermo Fisher Scientific | $3,366,866 | $888,882 ▼ | -20.9% | 5,443 | 0.1% | Medical |
SO Southern | $3,344,237 | $190,280 ▼ | -5.4% | 37,084 | 0.1% | Utilities |
