SPHQ Invesco S&P 500 Quality ETF | $489,767,161 | $17,538,567 ▲ | 3.7% | 7,280,618 | 11.3% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $367,843,042 | $20,643,218 ▲ | 5.9% | 6,965,405 | 8.5% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $311,904,541 | $29,513,523 ▲ | 10.5% | 11,932,079 | 7.2% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $184,983,753 | $13,562,494 ▲ | 7.9% | 3,618,618 | 4.3% | ETF |
IEFA iShares Core MSCI EAFE ETF | $177,811,902 | $619,717 ▲ | 0.3% | 2,278,179 | 4.1% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $155,710,637 | $7,854,977 ▲ | 5.3% | 1,763,827 | 3.6% | ETF |
IVW iShares S&P 500 Growth ETF | $139,746,079 | $1,545,597 ▼ | -1.1% | 1,459,489 | 3.2% | ETF |
NOBL ProShares S&P 500 Aristocrats ETF | $131,172,481 | $832,514 ▲ | 0.6% | 1,228,667 | 3.0% | ETF |
IVE iShares S&P 500 Value ETF | $130,397,647 | $854,535 ▼ | -0.7% | 661,346 | 3.0% | ETF |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $122,329,709 | $10,258,661 ▲ | 9.2% | 3,628,885 | 2.8% | ETF |
MUB iShares National Muni Bond ETF | $120,369,227 | $1,023,077 ▼ | -0.8% | 1,108,066 | 2.8% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $107,572,307 | $4,526,849 ▲ | 4.4% | 2,248,115 | 2.5% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $101,869,341 | $4,002,900 ▲ | 4.1% | 1,005,918 | 2.3% | Finance |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $86,844,367 | $4,306,338 ▲ | 5.2% | 1,908,248 | 2.0% | ETF |
TFI SPDR Nuveen Barclays Municipal Bond ETF | $80,098,709 | $3,144,869 ▲ | 4.1% | 1,710,414 | 1.8% | Finance |
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF | $76,944,604 | $4,495,601 ▲ | 6.2% | 1,598,351 | 1.8% | Finance |
SPYG SPDR Portfolio S&P 500 Growth ETF | $75,372,073 | $1,572,792 ▲ | 2.1% | 908,754 | 1.7% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $73,398,664 | $1,944,551 ▼ | -2.6% | 2,140,527 | 1.7% | ETF |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $66,169,200 | $5,439,431 ▲ | 9.0% | 1,095,154 | 1.5% | ETF |
SCHB Schwab US Broad Market ETF | $61,909,302 | $665,865 ▼ | -1.1% | 930,687 | 1.4% | ETF |
PZA Invesco National AMT-Free Municipal Bond ETF | $60,991,165 | $3,748,032 ▲ | 6.5% | 2,525,514 | 1.4% | ETF |
IWY iShares Russell Top 200 Growth ETF | $58,557,290 | $1,032,475 ▼ | -1.7% | 266,109 | 1.3% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $58,308,833 | $1,965,669 ▼ | -3.3% | 559,693 | 1.3% | ETF |
PFF iShares Preferred and Income Securities ETF | $55,460,349 | $4,628,873 ▲ | 9.1% | 1,668,984 | 1.3% | ETF |
IVV iShares Core S&P 500 ETF | $52,064,154 | $1,881,580 ▼ | -3.5% | 90,261 | 1.2% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $51,209,490 | $133,536 ▲ | 0.3% | 891,996 | 1.2% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $41,364,718 | $410,039 ▼ | -1.0% | 1,531,459 | 1.0% | ETF |
EOG EOG Resources | $40,072,107 | $4,903,555 ▲ | 13.9% | 325,975 | 0.9% | Oils/Energy |
AAPL Apple | $39,686,188 | $17,313,297 ▲ | 77.4% | 170,327 | 0.9% | Computer and Technology |
VGSH Vanguard Short-Term Treasury Index ETF | $39,290,138 | $3,279,564 ▲ | 9.1% | 665,709 | 0.9% | ETF |
CWI SPDR MSCI ACWI ex-US ETF | $36,706,363 | $58,384 ▼ | -0.2% | 1,205,859 | 0.8% | ETF |
IJR iShares Core S&P Small-Cap ETF | $35,109,657 | $654,158 ▲ | 1.9% | 300,185 | 0.8% | ETF |
IBTE iShares iBonds Dec 2024 Term Treasury ETF | $28,771,910 | $1,896,359 ▼ | -6.2% | 1,198,830 | 0.7% | Manufacturing |
SPLV Invesco S&P 500 Low Volatility ETF | $26,335,156 | $984,422 ▼ | -3.6% | 367,143 | 0.6% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $24,454,781 | $1,649,436 ▼ | -6.3% | 304,277 | 0.6% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $23,913,710 | $276,471 ▼ | -1.1% | 503,235 | 0.6% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $23,134,563 | $742,061 ▼ | -3.1% | 318,526 | 0.5% | Manufacturing |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $21,848,736 | $891,740 ▲ | 4.3% | 932,909 | 0.5% | Manufacturing |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | $20,679,823 | $42,011 ▼ | -0.2% | 393,302 | 0.5% | Manufacturing |
JIRE JPMorgan International Research Enhanced Equity ETF | $18,437,340 | $1,870,496 ▲ | 11.3% | 279,227 | 0.4% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $18,411,276 | $329,879 ▼ | -1.8% | 146,563 | 0.4% | ETF |
SCHF Schwab International Equity ETF | $18,359,335 | $237,674 ▲ | 1.3% | 446,482 | 0.4% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $18,080,743 | $131,975 ▼ | -0.7% | 356,341 | 0.4% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $18,072,723 | $84,809 ▼ | -0.5% | 100,796 | 0.4% | ETF |
JMST JPMorgan Ultra-Short Municipal ETF | $17,930,506 | $127,095 ▲ | 0.7% | 351,993 | 0.4% | ETF |
SPY SPDR S&P 500 ETF Trust | $16,571,394 | $4,770,257 ▲ | 40.4% | 28,882 | 0.4% | Finance |
VEU Vanguard FTSE All-World ex-US ETF | $16,256,390 | $345,429 ▼ | -2.1% | 258,038 | 0.4% | ETF |
MSFT Microsoft | $15,819,013 | $1,572,306 ▲ | 11.0% | 36,763 | 0.4% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $15,522,385 | $443,998 ▲ | 2.9% | 54,818 | 0.4% | ETF |
AMZN Amazon.com | $15,384,716 | $10,396,846 ▲ | 208.4% | 82,567 | 0.4% | Retail/Wholesale |
IWD iShares Russell 1000 Value ETF | $13,042,573 | $121,663 ▼ | -0.9% | 68,717 | 0.3% | ETF |
SDY SPDR S&P Dividend ETF | $10,891,450 | $2,086,703 ▲ | 23.7% | 76,679 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $10,446,522 | $10,446,522 ▲ | New Holding | 22,697 | 0.2% | Finance |
IWF iShares Russell 1000 Growth ETF | $10,070,113 | $320,205 ▼ | -3.1% | 26,826 | 0.2% | ETF |
ROK Rockwell Automation | $9,015,429 | $2,148 ▼ | 0.0% | 33,582 | 0.2% | Computer and Technology |
GOVT iShares U.S. Treasury Bond ETF | $8,890,636 | $141,263 ▼ | -1.6% | 379,132 | 0.2% | ETF |
IWM iShares Russell 2000 ETF | $8,794,957 | $66,046 ▲ | 0.8% | 39,816 | 0.2% | Finance |
IJH iShares Core S&P Mid-Cap ETF | $8,096,844 | $583,065 ▲ | 7.8% | 129,924 | 0.2% | ETF |
PG Procter & Gamble | $8,007,556 | $2,475,028 ▲ | 44.7% | 46,233 | 0.2% | Consumer Staples |
NVDA NVIDIA | $7,815,879 | $208,027 ▲ | 2.7% | 64,360 | 0.2% | Computer and Technology |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $7,796,154 | $536,676 ▲ | 7.4% | 338,008 | 0.2% | Manufacturing |
SUSL iShares ESG MSCI USA Leaders ETF | $7,207,311 | $1,177,429 ▼ | -14.0% | 70,994 | 0.2% | Manufacturing |
IBDP iShares iBonds Dec 2024 Term Corporate ETF | $6,571,674 | $1,290,350 ▼ | -16.4% | 260,677 | 0.2% | ETF |
SCHP Schwab U.S. TIPS ETF | $6,069,236 | $37,863 ▲ | 0.6% | 113,169 | 0.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $6,024,541 | $162,606 ▲ | 2.8% | 30,418 | 0.1% | ETF |
VT Vanguard Total World Stock ETF | $5,275,060 | $11,731 ▼ | -0.2% | 44,069 | 0.1% | ETF |
VUG Vanguard Growth ETF | $5,203,972 | $117,103 ▼ | -2.2% | 13,554 | 0.1% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $5,151,880 | $46,912 ▼ | -0.9% | 137,164 | 0.1% | ETF |
VTV Vanguard Value ETF | $5,113,549 | $56,387 ▼ | -1.1% | 29,292 | 0.1% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $4,408,732 | $25,758 ▼ | -0.6% | 53,060 | 0.1% | ETF |
CEG Constellation Energy | $4,389,138 | $146,391 ▲ | 3.5% | 16,880 | 0.1% | Oils/Energy |
MBB iShares MBS ETF | $4,378,060 | $47,139 ▼ | -1.1% | 45,695 | 0.1% | ETF |
ABBV AbbVie | $4,283,926 | $2,242,184 ▲ | 109.8% | 21,693 | 0.1% | Medical |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $4,249,145 | $238,901 ▲ | 6.0% | 169,289 | 0.1% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $4,031,664 | $3,429 ▲ | 0.1% | 82,312 | 0.1% | ETF |
DVN Devon Energy | $3,832,743 | $12,636 ▲ | 0.3% | 97,974 | 0.1% | Oils/Energy |
CMF iShares California Muni Bond ETF | $3,816,665 | $339,885 ▲ | 9.8% | 65,680 | 0.1% | ETF |
ITM VanEck Intermediate Muni ETF | $3,711,492 | $69,439 ▼ | -1.8% | 79,052 | 0.1% | ETF |
GOOGL Alphabet | $3,707,587 | $797,907 ▲ | 27.4% | 22,355 | 0.1% | Computer and Technology |
ESGD iShares ESG Aware MSCI EAFE ETF | $3,417,808 | $558,889 ▼ | -14.1% | 40,606 | 0.1% | Manufacturing |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $3,301,205 | $615,101 ▼ | -15.7% | 67,940 | 0.1% | ETF |
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF | $3,261,700 | $517,393 ▲ | 18.9% | 127,261 | 0.1% | ETF |
IBMM iShares iBonds Dec 2024 Term Muni Bond ETF | $3,212,545 | $638,015 ▼ | -16.6% | 123,086 | 0.1% | ETF |
SCHA Schwab US Small-Cap ETF | $3,182,004 | $128,082 ▲ | 4.2% | 61,786 | 0.1% | ETF |
NEE NextEra Energy | $3,152,969 | $269,228 ▲ | 9.3% | 37,300 | 0.1% | Utilities |
IBMN iShares iBonds Dec 2025 Term Muni Bond ETF | $3,005,169 | $353,245 ▲ | 13.3% | 112,722 | 0.1% | ETF |
XOM Exxon Mobil | $2,984,994 | $327,511 ▲ | 12.3% | 25,465 | 0.1% | Oils/Energy |
DON WisdomTree U.S. MidCap Dividend Fund | $2,890,840 | $16,617 ▼ | -0.6% | 56,539 | 0.1% | Finance |
VGK Vanguard FTSE Europe ETF | $2,827,030 | $39,248 ▼ | -1.4% | 39,761 | 0.1% | ETF |
MRK Merck & Co., Inc. | $2,817,424 | $151,603 ▼ | -5.1% | 24,810 | 0.1% | Medical |
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF | $2,814,722 | $2,078 ▼ | -0.1% | 67,743 | 0.1% | Manufacturing |
JNJ Johnson & Johnson | $2,803,618 | $762,973 ▲ | 37.4% | 17,300 | 0.1% | Medical |
SBAC SBA Communications | $2,782,252 | | 0.0% | 11,559 | 0.1% | Finance |
VV Vanguard Large-Cap ETF | $2,736,373 | | 0.0% | 10,393 | 0.1% | ETF |
IQLT iShares MSCI Intl Quality Factor ETF | $2,731,951 | $60,119 ▼ | -2.2% | 65,846 | 0.1% | ETF |
SCHX Schwab US Large-Cap ETF | $2,695,964 | $23,408 ▼ | -0.9% | 39,734 | 0.1% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $2,687,301 | $316,741 ▼ | -10.5% | 57,031 | 0.1% | Manufacturing |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $2,656,529 | $265,356 ▼ | -9.1% | 109,322 | 0.1% | ETF |
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF | $2,597,749 | $270,737 ▲ | 11.6% | 101,257 | 0.1% | ETF |
WM Waste Management | $2,595,632 | $29,064 ▲ | 1.1% | 12,503 | 0.1% | Business Services |
