VOO Vanguard S&P 500 ETF | $846,734,973 | $846,734,973 ▲ | New Holding | 1,571,491 | 16.4% | ETF |
SPHQ Invesco S&P 500 Quality ETF | $514,377,983 | $26,358,141 ▲ | 5.4% | 7,673,847 | 10.0% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $361,245,800 | $28,160,145 ▲ | 8.5% | 7,554,283 | 7.0% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $320,398,456 | $22,215,810 ▲ | 7.5% | 12,821,067 | 6.2% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $192,395,302 | $10,993,961 ▲ | 6.1% | 3,837,927 | 3.7% | ETF |
IEFA iShares Core MSCI EAFE ETF | $156,883,183 | $3,227,258 ▼ | -2.0% | 2,232,259 | 3.0% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $154,179,236 | $13,090,686 ▲ | 9.3% | 1,927,481 | 3.0% | ETF |
IVW iShares S&P 500 Growth ETF | $137,842,007 | $10,339,917 ▼ | -7.0% | 1,357,648 | 2.7% | ETF |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $126,363,326 | $7,481,042 ▲ | 6.3% | 3,857,244 | 2.4% | ETF |
NOBL ProShares S&P 500 Aristocrats ETF | $123,282,239 | $968,423 ▲ | 0.8% | 1,238,395 | 2.4% | ETF |
IVE iShares S&P 500 Value ETF | $121,365,139 | $4,872,594 ▼ | -3.9% | 635,819 | 2.4% | ETF |
MUB iShares National Muni Bond ETF | $119,836,696 | $1,772,246 ▲ | 1.5% | 1,124,699 | 2.3% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $104,073,753 | $5,066,758 ▲ | 5.1% | 2,363,164 | 2.0% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $92,967,378 | $4,506,042 ▼ | -4.6% | 959,416 | 1.8% | Finance |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $91,253,647 | $5,535,133 ▲ | 6.5% | 2,031,470 | 1.8% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $82,093,644 | $2,214,200 ▲ | 2.8% | 933,944 | 1.6% | ETF |
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF | $81,327,224 | $5,581,358 ▲ | 7.4% | 1,716,126 | 1.6% | Finance |
TFI SPDR Nuveen Barclays Municipal Bond ETF | $80,748,290 | $2,719,181 ▲ | 3.5% | 1,770,019 | 1.6% | Finance |
DFAC Dimensional U.S. Core Equity 2 ETF | $70,826,454 | $3,214,380 ▼ | -4.3% | 2,047,599 | 1.4% | ETF |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $67,951,994 | $4,433,056 ▲ | 7.0% | 1,171,586 | 1.3% | ETF |
PZA Invesco National AMT-Free Municipal Bond ETF | $63,790,012 | $4,162,632 ▲ | 7.0% | 2,701,822 | 1.2% | ETF |
SCHB Schwab US Broad Market ETF | $62,477,616 | $41,351,022 ▲ | 195.7% | 2,752,318 | 1.2% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $61,787,795 | $46,189,150 ▲ | 296.1% | 2,217,000 | 1.2% | ETF |
IWY iShares Russell Top 200 Growth ETF | $59,106,177 | $3,501,288 ▼ | -5.6% | 251,227 | 1.1% | ETF |
PFF iShares Preferred and Income Securities ETF | $56,462,841 | $3,989,987 ▲ | 7.6% | 1,795,892 | 1.1% | ETF |
IVV iShares Core S&P 500 ETF | $52,798,557 | $336,135 ▼ | -0.6% | 89,690 | 1.0% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $45,579,647 | $1,000,378 ▼ | -2.1% | 872,839 | 0.9% | ETF |
AAPL Apple | $43,051,255 | $397,918 ▲ | 0.9% | 171,916 | 0.8% | Computer and Technology |
VGSH Vanguard Short-Term Treasury Index ETF | $41,300,705 | $2,569,753 ▲ | 6.6% | 709,878 | 0.8% | ETF |
EOG EOG Resources | $39,878,952 | $79,064 ▼ | -0.2% | 325,330 | 0.8% | Oils/Energy |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $36,775,185 | $1,296,897 ▼ | -3.4% | 1,479,291 | 0.7% | ETF |
CWI SPDR MSCI ACWI ex-US ETF | $33,922,955 | $231,259 ▲ | 0.7% | 1,214,136 | 0.7% | ETF |
IJR iShares Core S&P Small-Cap ETF | $32,798,148 | $1,789,134 ▼ | -5.2% | 284,657 | 0.6% | ETF |
SPLV Invesco S&P 500 Low Volatility ETF | $25,283,493 | $416,500 ▼ | -1.6% | 361,193 | 0.5% | ETF |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $24,049,119 | $2,293,685 ▲ | 10.5% | 1,031,266 | 0.5% | Manufacturing |
SCHZ Schwab U.S. Aggregate Bond ETF | $23,779,175 | $12,355,743 ▲ | 108.2% | 1,047,541 | 0.5% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $23,297,886 | $15,365,380 ▲ | 193.7% | 893,666 | 0.5% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $20,717,268 | $350,012 ▼ | -1.7% | 313,234 | 0.4% | Manufacturing |
JMST JPMorgan Ultra-Short Municipal ETF | $19,755,640 | $1,906,086 ▲ | 10.7% | 389,581 | 0.4% | ETF |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | $19,373,800 | $401,436 ▼ | -2.0% | 385,318 | 0.4% | Manufacturing |
AMZN Amazon.com | $18,884,221 | $769,840 ▲ | 4.2% | 86,076 | 0.4% | Retail/Wholesale |
JIRE JPMorgan International Research Enhanced Equity ETF | $18,344,475 | $2,006,894 ▲ | 12.3% | 313,527 | 0.4% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $17,912,681 | $36,216 ▼ | -0.2% | 355,622 | 0.3% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $17,717,180 | $232,572 ▼ | -1.3% | 99,490 | 0.3% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $17,165,099 | $1,685,821 ▼ | -8.9% | 133,456 | 0.3% | ETF |
SCHF Schwab International Equity ETF | $16,984,219 | $8,724,303 ▲ | 105.6% | 918,066 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $16,872,698 | $54,506 ▼ | -0.3% | 28,789 | 0.3% | Finance |
VTI Vanguard Total Stock Market ETF | $15,857,294 | $29,561 ▼ | -0.2% | 54,716 | 0.3% | ETF |
MSFT Microsoft | $15,560,841 | $65,332 ▲ | 0.4% | 36,918 | 0.3% | Computer and Technology |
VEU Vanguard FTSE All-World ex-US ETF | $14,756,024 | $57,927 ▼ | -0.4% | 257,029 | 0.3% | ETF |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $12,042,881 | $4,332,919 ▲ | 56.2% | 527,965 | 0.2% | Manufacturing |
IWD iShares Russell 1000 Value ETF | $11,937,101 | $784,390 ▼ | -6.2% | 64,480 | 0.2% | ETF |
IWF iShares Russell 1000 Growth ETF | $10,968,300 | $195,568 ▲ | 1.8% | 27,313 | 0.2% | ETF |
BRK.B Berkshire Hathaway | $10,288,550 | $453 ▲ | 0.0% | 22,698 | 0.2% | Finance |
SDY SPDR S&P Dividend ETF | $10,129,770 | $528 ▲ | 0.0% | 76,683 | 0.2% | ETF |
ROK Rockwell Automation | $9,597,400 | | 0.0% | 33,582 | 0.2% | Computer and Technology |
NVDA NVIDIA | $9,462,511 | $819,575 ▲ | 9.5% | 70,463 | 0.2% | Computer and Technology |
GOVT iShares U.S. Treasury Bond ETF | $8,535,526 | $176,923 ▼ | -2.0% | 371,433 | 0.2% | ETF |
PG Procter & Gamble | $7,915,092 | $164,129 ▲ | 2.1% | 47,212 | 0.2% | Consumer Staples |
IJH iShares Core S&P Mid-Cap ETF | $7,497,389 | $598,176 ▼ | -7.4% | 120,324 | 0.1% | ETF |
IWM iShares Russell 2000 ETF | $7,400,614 | $1,397,130 ▼ | -15.9% | 33,493 | 0.1% | Finance |
SUSL iShares ESG MSCI USA Leaders ETF | $7,376,119 | $60,897 ▲ | 0.8% | 71,585 | 0.1% | Manufacturing |
VIG Vanguard Dividend Appreciation ETF | $6,078,464 | $121,612 ▲ | 2.0% | 31,039 | 0.1% | ETF |
SCHP Schwab U.S. TIPS ETF | $6,040,587 | $3,117,427 ▲ | 106.6% | 233,859 | 0.1% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $6,000,225 | $1,318,817 ▲ | 28.2% | 175,805 | 0.1% | ETF |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $5,849,497 | $3,536,445 ▲ | 152.9% | 263,530 | 0.1% | Manufacturing |
VUG Vanguard Growth ETF | $5,688,896 | $125,599 ▲ | 2.3% | 13,860 | 0.1% | ETF |
VT Vanguard Total World Stock ETF | $5,177,227 | | 0.0% | 44,069 | 0.1% | ETF |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $4,894,817 | $654,130 ▲ | 15.4% | 195,402 | 0.1% | ETF |
GOOGL Alphabet | $4,632,079 | $400,362 ▲ | 9.5% | 24,470 | 0.1% | Computer and Technology |
VTV Vanguard Value ETF | $4,431,471 | $527,713 ▼ | -10.6% | 26,175 | 0.1% | ETF |
MBB iShares MBS ETF | $4,105,344 | $83,979 ▼ | -2.0% | 44,779 | 0.1% | ETF |
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF | $4,105,323 | $900,890 ▲ | 28.1% | 163,039 | 0.1% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $4,068,404 | $2,087,976 ▲ | 105.4% | 169,094 | 0.1% | ETF |
ABBV AbbVie | $3,835,834 | $19,014 ▼ | -0.5% | 21,586 | 0.1% | Medical |
ITM VanEck Intermediate Muni ETF | $3,835,106 | $190,808 ▲ | 5.2% | 83,191 | 0.1% | ETF |
CEG Constellation Energy | $3,787,187 | $10,962 ▲ | 0.3% | 16,929 | 0.1% | Oils/Energy |
IBMN iShares iBonds Dec 2025 Term Muni Bond ETF | $3,370,418 | $370,321 ▲ | 12.3% | 126,636 | 0.1% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $3,361,243 | $1,890,954 ▲ | 128.6% | 121,301 | 0.1% | ETF |
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF | $3,346,436 | $785,449 ▲ | 30.7% | 133,112 | 0.1% | ETF |
XOM Exxon Mobil | $3,335,425 | $596,153 ▲ | 21.8% | 31,007 | 0.1% | Oils/Energy |
CMF iShares California Muni Bond ETF | $3,246,402 | $515,749 ▼ | -13.7% | 56,676 | 0.1% | ETF |
AFL Aflac | $3,245,741 | $3,245,741 ▲ | New Holding | 31,378 | 0.1% | Finance |
SCHX Schwab US Large-Cap ETF | $3,232,619 | $2,311,583 ▲ | 251.0% | 139,457 | 0.1% | ETF |
DVN Devon Energy | $3,225,411 | $18,722 ▲ | 0.6% | 98,546 | 0.1% | Oils/Energy |
ESGD iShares ESG Aware MSCI EAFE ETF | $3,212,652 | $120,910 ▲ | 3.9% | 42,194 | 0.1% | Manufacturing |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $3,185,831 | $30,697 ▲ | 1.0% | 68,601 | 0.1% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $3,048,695 | $470,894 ▲ | 18.3% | 67,449 | 0.1% | Manufacturing |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $3,021,790 | $390,415 ▲ | 14.8% | 125,542 | 0.1% | ETF |
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF | $2,972,786 | $394,783 ▲ | 15.3% | 116,763 | 0.1% | ETF |
GOOG Alphabet | $2,873,748 | $264,522 ▲ | 10.1% | 15,090 | 0.1% | Computer and Technology |
SCHA Schwab US Small-Cap ETF | $2,872,550 | $1,274,767 ▲ | 79.8% | 111,081 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $2,846,148 | $19,177 ▲ | 0.7% | 11,873 | 0.1% | Finance |
DON WisdomTree U.S. MidCap Dividend Fund | $2,838,214 | $43,579 ▼ | -1.5% | 55,684 | 0.1% | Finance |
VV Vanguard Large-Cap ETF | $2,802,993 | | 0.0% | 10,393 | 0.1% | ETF |
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF | $2,715,760 | $103,026 ▼ | -3.7% | 65,267 | 0.1% | Manufacturing |
NEE NextEra Energy | $2,713,610 | $39,573 ▲ | 1.5% | 37,852 | 0.1% | Utilities |
JNJ Johnson & Johnson | $2,675,465 | $173,544 ▲ | 6.9% | 18,500 | 0.1% | Medical |
MRK Merck & Co., Inc. | $2,669,546 | $201,447 ▲ | 8.2% | 26,835 | 0.1% | Medical |
WM Waste Management | $2,588,966 | $65,985 ▲ | 2.6% | 12,830 | 0.1% | Business Services |
