BRK.B Berkshire Hathaway | $12,795 | $84 ▲ | 0.7% | 28,228 | 10.2% | Finance |
DBND DoubleLine Opportunistic Bond ETF | $7,616 | $2,093 ▲ | 37.9% | 168,178 | 6.1% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $6,062 | $16 ▼ | -0.3% | 94,031 | 4.9% | ETF |
LDUR PIMCO Low Duration Exchange-Traded Fund | $5,840 | $275 ▲ | 4.9% | 61,475 | 4.7% | ETF |
DFAI Dimensional International Core Equity Market ETF | $4,962 | $402 ▲ | 8.8% | 169,919 | 4.0% | ETF |
GOOGL Alphabet | $3,969 | $41 ▼ | -1.0% | 20,967 | 3.2% | Computer and Technology |
DFAC Dimensional U.S. Core Equity 2 ETF | $3,735 | $249 ▲ | 7.1% | 107,989 | 3.0% | ETF |
GLDM SPDR Gold MiniShares Trust | $3,247 | $46 ▲ | 1.4% | 62,457 | 2.6% | Finance |
SCHD Schwab US Dividend Equity ETF | $2,734 | $1,873 ▲ | 217.5% | 100,068 | 2.2% | ETF |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | $2,671 | $174 ▲ | 7.0% | 54,609 | 2.1% | Finance |
VO Vanguard Mid-Cap ETF | $2,474 | $170 ▲ | 7.4% | 9,367 | 2.0% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $2,374 | $108 ▲ | 4.8% | 23,602 | 1.9% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $2,172 | $1,277 ▲ | 142.8% | 90,287 | 1.7% | ETF |
BINC iShares Flexible Income Active ETF | $1,994 | $475 ▲ | 31.3% | 38,326 | 1.6% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $1,987 | $91 ▲ | 4.8% | 35,699 | 1.6% | ETF |
FHLC Fidelity MSCI Health Care Index ETF | $1,922 | $4 ▼ | -0.2% | 29,414 | 1.5% | ETF |
JPIE JPMorgan Income ETF | $1,909 | $316 ▲ | 19.9% | 41,837 | 1.5% | ETF |
ONEQ Fidelity NASDAQ Composite Index ETF | $1,842 | $15 ▼ | -0.8% | 24,220 | 1.5% | ETF |
PULS PGIM Ultra Short Bond ETF | $1,704 | $561 ▲ | 49.1% | 34,385 | 1.4% | ETF |
DGRO iShares Core Dividend Growth ETF | $1,643 | $19 ▼ | -1.1% | 26,792 | 1.3% | ETF |
DFAU Dimensional US Core Equity Market ETF | $1,603 | $60 ▼ | -3.6% | 39,600 | 1.3% | ETF |
SIMPLIFY EXCHANGE TRADED FUN
| $1,562 | $655 ▲ | 72.1% | 31,433 | 1.3% | MBS ETF |
IJR iShares Core S&P Small-Cap ETF | $1,474 | $105 ▲ | 7.7% | 12,793 | 1.2% | ETF |
META Meta Platforms | $1,453 | $49 ▼ | -3.3% | 2,482 | 1.2% | Computer and Technology |
AAPL Apple | $1,399 | $84 ▼ | -5.7% | 5,587 | 1.1% | Computer and Technology |
EMXC iShares MSCI Emerging Markets ex China ETF | $1,388 | $111 ▲ | 8.7% | 25,037 | 1.1% | Manufacturing |
JEPI JPMorgan Equity Premium Income ETF | $1,379 | $15 ▲ | 1.1% | 23,966 | 1.1% | ETF |
FCOM Fidelity MSCI Communication Services Index ETF | $1,369 | $6 ▲ | 0.4% | 23,323 | 1.1% | ETF |
TY Tri-Continental | $1,319 | $22 ▲ | 1.7% | 41,632 | 1.1% | Finance |
IEFA iShares Core MSCI EAFE ETF | $1,298 | $3 ▲ | 0.3% | 18,471 | 1.0% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $1,213 | $77 ▲ | 6.8% | 47,823 | 1.0% | ETF |
BCV Bancroft Fund | $1,183 | $8 ▼ | -0.7% | 66,809 | 0.9% | Finance |
DFIV Dimensional International Value ETF | $1,170 | $839 ▲ | 253.7% | 32,964 | 0.9% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $1,158 | $95 ▲ | 9.0% | 33,728 | 0.9% | ETF |
UCON First Trust TCW Unconstrained Plus Bond ETF | $1,132 | $124 ▲ | 12.2% | 45,904 | 0.9% | ETF |
ITA iShares U.S. Aerospace & Defense ETF | $1,124 | $34 ▲ | 3.1% | 7,732 | 0.9% | ETF |
JPMORGAN CHASE FINL CO LLC
| $992 | $30 ▲ | 3.1% | 33,619 | 0.8% | CAL LKD 44 |
SLYV SPDR S&P 600 Small CapValue ETF | $927 | $4 ▲ | 0.5% | 10,619 | 0.7% | ETF |
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | $895 | $5 ▼ | -0.6% | 29,379 | 0.7% | Finance |
ECAT BlackRock ESG Capital Allocation Term Trust | $846 | $404 ▼ | -32.3% | 51,585 | 0.7% | -- |
FREL Fidelity MSCI Real Estate Index ETF | $826 | $22 ▲ | 2.8% | 30,567 | 0.7% | ETF |
MSFT Microsoft | $822 | $73 ▲ | 9.8% | 1,951 | 0.7% | Computer and Technology |
ITB iShares U.S. Home Construction ETF | $786 | $13 ▼ | -1.6% | 7,605 | 0.6% | ETF |
MOAT VanEck Morningstar Wide Moat ETF | $779 | $2 ▲ | 0.2% | 8,404 | 0.6% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $775 | $2 ▲ | 0.3% | 11,244 | 0.6% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $746 | | 0.0% | 5,798 | 0.6% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $741 | $6 ▼ | -0.8% | 15,488 | 0.6% | ETF |
NFJ Virtus Dividend, Interest & Premium Strategy Fund | $734 | $8 ▲ | 1.1% | 58,113 | 0.6% | Financial Services |
VTI Vanguard Total Stock Market ETF | $729 | $10 ▼ | -1.3% | 2,515 | 0.6% | ETF |
PYLD PIMCO Multi Sector Bond Active ETF | $622 | $154 ▲ | 32.8% | 23,994 | 0.5% | ETF |
JPM JPMorgan Chase & Co. | $619 | $338 ▲ | 120.5% | 2,584 | 0.5% | Finance |
VOO Vanguard S&P 500 ETF | $615 | $110 ▼ | -15.2% | 1,141 | 0.5% | ETF |
TOTL SPDR Doubleline Total Return Tactical ETF | $597 | $60 ▼ | -9.2% | 15,165 | 0.5% | ETF |
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF | $593 | $7 ▼ | -1.1% | 18,769 | 0.5% | ETF |
VOX Vanguard Communication Services ETF | $590 | $3 ▼ | -0.4% | 3,810 | 0.5% | ETF |
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund | $589 | $119 ▲ | 25.3% | 13,073 | 0.5% | ETF |
VBR Vanguard Small-Cap Value ETF | $583 | $40 ▲ | 7.3% | 2,942 | 0.5% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $581 | $17 ▲ | 3.1% | 5,075 | 0.5% | ETF |
GSIE Goldman Sachs ActiveBeta International Equity ETF | $529 | | 0.0% | 15,878 | 0.4% | ETF |
VV Vanguard Large-Cap ETF | $528 | | 0.0% | 1,957 | 0.4% | ETF |
ICE Intercontinental Exchange | $522 | | 0.0% | 3,500 | 0.4% | Finance |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $519 | $46 ▲ | 9.8% | 10,715 | 0.4% | Manufacturing |
BAC Bank of America | $503 | $168 ▲ | 50.2% | 11,456 | 0.4% | Finance |
IVV iShares Core S&P 500 ETF | $469 | | 0.0% | 796 | 0.4% | ETF |
PM Philip Morris International | $458 | | 0.0% | 3,809 | 0.4% | Consumer Staples |
IJS iShares S&P Small-Cap 600 Value ETF | $447 | $2 ▼ | -0.4% | 4,114 | 0.4% | ETF |
IAU iShares Gold Trust | $447 | $101 ▲ | 29.1% | 9,030 | 0.4% | Finance |
VGT Vanguard Information Technology ETF | $445 | | 0.0% | 716 | 0.4% | ETF |
VOE Vanguard Mid-Cap Value ETF | $444 | $105 ▲ | 31.0% | 2,744 | 0.4% | ETF |
PFE Pfizer | $439 | $94 ▲ | 27.2% | 16,538 | 0.4% | Medical |
DFNM Dimensional National Municipal Bond ETF | $421 | $83 ▲ | 24.7% | 8,811 | 0.3% | ETF |
VIG Vanguard Dividend Appreciation ETF | $418 | | 0.0% | 2,136 | 0.3% | ETF |
PRF Invesco FTSE RAFI US 1000 ETF | $405 | | 0.0% | 10,036 | 0.3% | ETF |
FLGB Franklin FTSE United Kingdom ETF | $389 | $2 ▲ | 0.6% | 14,869 | 0.3% | ETF |
FNCL Fidelity MSCI Financials Index ETF | $383 | $4 ▲ | 1.0% | 5,580 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $372 | | 0.0% | 634 | 0.3% | Finance |
IBB iShares Biotechnology ETF | $361 | $1 ▲ | 0.3% | 2,730 | 0.3% | Finance |
VNQ Vanguard Real Estate ETF | $340 | $53 ▲ | 18.6% | 3,818 | 0.3% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $333 | | 0.0% | 6,081 | 0.3% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $330 | $19 ▼ | -5.4% | 5,436 | 0.3% | ETF |
ISRG Intuitive Surgical | $315 | | 0.0% | 604 | 0.3% | Medical |
AMZN Amazon.com | $307 | $2 ▼ | -0.7% | 1,398 | 0.2% | Retail/Wholesale |
GLD SPDR Gold Shares | $307 | | 0.0% | 1,268 | 0.2% | Finance |
IEMG iShares Core MSCI Emerging Markets ETF | $305 | $0 ▼ | -0.1% | 5,844 | 0.2% | ETF |
PALANTIR TECHNOLOGIES INC
| $304 | $304 ▲ | New Holding | 4,024 | 0.2% | CL A |
STOT SPDR DoubleLine Short Duration Total Return Tactical ETF | $281 | $25 ▲ | 9.9% | 5,993 | 0.2% | ETF |
COF Capital One Financial | $280 | $6 ▲ | 2.2% | 1,568 | 0.2% | Finance |
KO Coca-Cola | $280 | $280 ▲ | New Holding | 4,505 | 0.2% | Consumer Staples |
GOOG Alphabet | $277 | $21 ▼ | -7.1% | 1,455 | 0.2% | Computer and Technology |
IXUS iShares Core MSCI Total International Stock ETF | $276 | $4 ▲ | 1.5% | 4,167 | 0.2% | Manufacturing |
MO Altria Group | $253 | | 0.0% | 4,841 | 0.2% | Consumer Staples |
GS The Goldman Sachs Group | $241 | $3 ▲ | 1.4% | 421 | 0.2% | Finance |
SHV iShares Short Treasury Bond ETF | $225 | $115 ▼ | -33.8% | 2,044 | 0.2% | ETF |
J P MORGAN EXCHANGE TRADED F
| $221 | $0 ▲ | 0.1% | 4,228 | 0.2% | ACTIVE BOND ETF |
QQQ Invesco QQQ | $219 | $219 ▲ | New Holding | 429 | 0.2% | Finance |
PNI PIMCO New York Municipal Income Fund II | $163 | $54 ▲ | 49.2% | 22,715 | 0.1% | Financial Services |
RGT Royce Global Value Trust | $138 | | 0.0% | 12,891 | 0.1% | Financial Services |
ECF Ellsworth Growth and Income Fund | $124 | $1 ▲ | 1.0% | 12,794 | 0.1% | Finance |
TEAF Ecofin Sustainable and Social Impact Term Fund | $0 | $134 ▼ | -100.0% | 0 | 0.0% | Financial Services |
