VTI Vanguard Total Stock Market ETF | $120,511,441 | $1,553,092 ▼ | -1.3% | 415,829 | 13.1% | ETF |
JPMorgan Active Bond ETF
| $70,622,589 | $4,010,500 ▲ | 6.0% | 1,351,629 | 7.7% | ETF |
ICSH iShares Ultra Short-Term Bond Active ETF | $55,094,237 | $3,051,218 ▼ | -5.2% | 1,092,489 | 6.0% | ETF |
Vanguard Core Bond ETF
| $42,460,103 | $16,041,845 ▲ | 60.7% | 560,086 | 4.6% | ETF |
AVDE Avantis International Equity ETF | $41,356,036 | $5,821,070 ▲ | 16.4% | 673,880 | 4.5% | ETF |
FLOT iShares Floating Rate Bond ETF | $32,616,100 | $684,488 ▼ | -2.1% | 641,040 | 3.6% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $26,438,333 | $6,692,631 ▲ | 33.9% | 563,958 | 2.9% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $25,302,979 | $6,428,801 ▼ | -20.3% | 559,800 | 2.8% | Manufacturing |
BSV Vanguard Short-Term Bond ETF | $24,623,410 | $6,044,526 ▼ | -19.7% | 318,667 | 2.7% | ETF |
SPY SPDR S&P 500 ETF Trust | $23,205,771 | $65,641 ▲ | 0.3% | 39,595 | 2.5% | Finance |
IVV iShares Core S&P 500 ETF | $22,333,465 | $70,053 ▼ | -0.3% | 37,938 | 2.4% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $21,336,733 | $2,752,021 ▲ | 14.8% | 362,931 | 2.3% | ETF |
REET iShares Global REIT ETF | $18,508,988 | $1,329,904 ▲ | 7.7% | 772,173 | 2.0% | ETF |
IWV iShares Russell 3000 ETF | $18,002,378 | $43,453 ▼ | -0.2% | 53,859 | 2.0% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $17,931,459 | $644,449 ▲ | 3.7% | 706,798 | 2.0% | ETF |
MUB iShares National Muni Bond ETF | $16,795,157 | $465,517 ▲ | 2.9% | 157,627 | 1.8% | ETF |
DFLV Dimensional US Large Cap Value ETF | $16,264,728 | $2,513,601 ▲ | 18.3% | 541,616 | 1.8% | ETF |
ESGV Vanguard ESG US Stock ETF | $13,609,582 | $1,312,069 ▼ | -8.8% | 129,751 | 1.5% | ETF |
VTHR Vanguard Russell 3000 ETF | $13,521,545 | $33,506 ▼ | -0.2% | 52,058 | 1.5% | ETF |
DFUV Dimensional US Marketwide Value ETF | $12,459,813 | | 0.0% | 304,492 | 1.4% | ETF |
VTV Vanguard Value ETF | $11,664,804 | $203,838 ▲ | 1.8% | 68,900 | 1.3% | ETF |
DFSV Dimensional US Small Cap Value ETF | $11,662,490 | $765,407 ▲ | 7.0% | 378,898 | 1.3% | ETF |
JAAA Janus Henderson AAA CLO ETF | $10,722,960 | $3,552,684 ▲ | 49.5% | 211,457 | 1.2% | ETF |
DFAI Dimensional International Core Equity Market ETF | $10,473,923 | $86,928 ▲ | 0.8% | 358,696 | 1.1% | ETF |
IWM iShares Russell 2000 ETF | $8,585,040 | $11,711 ▼ | -0.1% | 38,853 | 0.9% | Finance |
AAPL Apple | $8,245,791 | $233,140 ▼ | -2.7% | 32,928 | 0.9% | Computer and Technology |
Vanguard Core-Plus Bond ETF
| $7,987,005 | $1,562,354 ▲ | 24.3% | 105,106 | 0.9% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $7,837,185 | $5,438,955 ▲ | 226.8% | 300,621 | 0.9% | ETF |
VSGX Vanguard ESG International Stock ETF | $7,736,205 | $9,696 ▲ | 0.1% | 136,441 | 0.8% | ETF |
VUG Vanguard Growth ETF | $7,611,442 | | 0.0% | 18,545 | 0.8% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $7,256,158 | $2,939,066 ▼ | -28.8% | 97,098 | 0.8% | ETF |
DFAU Dimensional US Core Equity Market ETF | $7,080,486 | $170,301 ▼ | -2.3% | 174,870 | 0.8% | ETF |
VNQ Vanguard Real Estate ETF | $7,013,536 | $266,616 ▲ | 4.0% | 78,733 | 0.8% | ETF |
JMST JPMorgan Ultra-Short Municipal ETF | $6,914,207 | $3,556,901 ▲ | 105.9% | 136,348 | 0.8% | ETF |
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $6,420,346 | $294,132 ▲ | 4.8% | 70,221 | 0.7% | ETF |
JMUB JPMorgan Municipal ETF | $6,203,054 | $673,515 ▲ | 12.2% | 123,690 | 0.7% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $6,166,096 | $25,630 ▼ | -0.4% | 10,826 | 0.7% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $6,030,628 | $6,030,628 ▲ | New Holding | 133,009 | 0.7% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $5,464,587 | $13,494 ▼ | -0.2% | 105,698 | 0.6% | Manufacturing |
SUB iShares Short-Term National Muni Bond ETF | $5,103,861 | $281,210 ▲ | 5.8% | 48,387 | 0.6% | ETF |
SCHB Schwab US Broad Market ETF | $4,860,297 | $3,240,198 ▲ | 200.0% | 214,110 | 0.5% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $4,623,111 | $42,666 ▲ | 0.9% | 47,893 | 0.5% | ETF |
IWD iShares Russell 1000 Value ETF | $4,449,986 | $62,389 ▲ | 1.4% | 24,037 | 0.5% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $4,163,808 | $569,014 ▲ | 15.8% | 32,373 | 0.5% | ETF |
IWF iShares Russell 1000 Growth ETF | $4,115,508 | $66,664 ▲ | 1.6% | 10,248 | 0.4% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $4,076,538 | $61,504 ▼ | -1.5% | 73,240 | 0.4% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $3,841,727 | | 0.0% | 37,190 | 0.4% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $3,608,187 | $77,447 ▲ | 2.2% | 35,967 | 0.4% | ETF |
IVW iShares S&P 500 Growth ETF | $3,524,271 | $119,601 ▼ | -3.3% | 34,712 | 0.4% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $3,368,472 | $37,757 ▲ | 1.1% | 43,180 | 0.4% | ETF |
VOOG Vanguard S&P 500 Growth ETF | $3,250,979 | $9,518 ▼ | -0.3% | 8,881 | 0.4% | ETF |
AMZN Amazon.com | $3,054,128 | $52,654 ▲ | 1.8% | 13,921 | 0.3% | Retail/Wholesale |
VBR Vanguard Small-Cap Value ETF | $2,852,733 | $249,304 ▲ | 9.6% | 14,395 | 0.3% | ETF |
VYM Vanguard High Dividend Yield ETF | $2,755,434 | | 0.0% | 21,596 | 0.3% | ETF |
BND Vanguard Total Bond Market ETF | $2,748,256 | $577,078 ▼ | -17.4% | 38,218 | 0.3% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $2,551,595 | $10,593 ▼ | -0.4% | 40,950 | 0.3% | ETF |
VTES Vanguard Short-Term Tax-Exempt Bond ETF | $2,549,959 | $430,273 ▼ | -14.4% | 25,436 | 0.3% | ETF |
SCHF Schwab International Equity ETF | $2,502,954 | $1,957,057 ▲ | 358.5% | 135,295 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $2,338,851 | $3,802 ▲ | 0.2% | 20,299 | 0.3% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $2,201,155 | | 0.0% | 46,030 | 0.2% | ETF |
DFIV Dimensional International Value ETF | $1,969,850 | $49,672 ▲ | 2.6% | 55,520 | 0.2% | ETF |
MSFT Microsoft | $1,919,772 | $8,429 ▲ | 0.4% | 4,555 | 0.2% | Computer and Technology |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1,853,434 | $42,222 ▲ | 2.3% | 23,090 | 0.2% | ETF |
VOO Vanguard S&P 500 ETF | $1,628,822 | $429,431 ▲ | 35.8% | 3,023 | 0.2% | ETF |
LLY Eli Lilly and Company | $1,598,812 | $16,212 ▲ | 1.0% | 2,071 | 0.2% | Medical |
SMB VanEck Short Muni ETF | $1,589,934 | | 0.0% | 93,033 | 0.2% | ETF |
AVSU Avantis Responsible U.S. Equity ETF | $1,587,582 | | 0.0% | 24,010 | 0.2% | ETF |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $1,488,381 | $293,401 ▲ | 24.6% | 28,895 | 0.2% | Manufacturing |
IEMG iShares Core MSCI Emerging Markets ETF | $1,443,361 | $63,030 ▲ | 4.6% | 27,640 | 0.2% | ETF |
QQQ Invesco QQQ | $1,432,731 | $360,355 ▼ | -20.1% | 2,803 | 0.2% | Finance |
VONV Vanguard Russell 1000 Value | $1,387,506 | $7,231 ▲ | 0.5% | 17,077 | 0.2% | ETF |
IVE iShares S&P 500 Value ETF | $1,357,538 | $8,590 ▲ | 0.6% | 7,112 | 0.1% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $1,322,583 | $184,206 ▲ | 16.2% | 25,862 | 0.1% | ETF |
PRF Invesco FTSE RAFI US 1000 ETF | $1,263,651 | | 0.0% | 31,325 | 0.1% | ETF |
IWB iShares Russell 1000 ETF | $1,198,338 | $58,628 ▲ | 5.1% | 3,720 | 0.1% | ETF |
EFA iShares MSCI EAFE ETF | $1,096,734 | $1,361 ▼ | -0.1% | 14,505 | 0.1% | Finance |
VB Vanguard Small-Cap ETF | $1,048,984 | $2,643 ▲ | 0.3% | 4,366 | 0.1% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $1,047,668 | $26,072 ▲ | 2.6% | 23,789 | 0.1% | ETF |
BRK.B Berkshire Hathaway | $1,023,053 | | 0.0% | 2,257 | 0.1% | Finance |
ABBV AbbVie | $956,559 | $43,714 ▼ | -4.4% | 5,383 | 0.1% | Medical |
TOTL SPDR Doubleline Total Return Tactical ETF | $929,722 | $929,722 ▲ | New Holding | 23,603 | 0.1% | ETF |
MBB iShares MBS ETF | $917,900 | $917,900 ▲ | New Holding | 10,012 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $883,947 | $1,678 ▼ | -0.2% | 3,688 | 0.1% | Finance |
NOC Northrop Grumman | $839,560 | | 0.0% | 1,789 | 0.1% | Aerospace |
V Visa | $816,453 | $23,074 ▲ | 2.9% | 2,583 | 0.1% | Business Services |
JEPI JPMorgan Equity Premium Income ETF | $797,232 | $22,321 ▲ | 2.9% | 13,858 | 0.1% | ETF |
VXUS Vanguard Total International Stock ETF | $788,130 | $74,016 ▲ | 10.4% | 13,374 | 0.1% | ETF |
DFUS Dimensional U.S. Equity ETF | $786,484 | $1,020 ▼ | -0.1% | 12,337 | 0.1% | ETF |
MCD McDonald's | $780,067 | $92,182 ▼ | -10.6% | 2,691 | 0.1% | Retail/Wholesale |
AGG iShares Core U.S. Aggregate Bond ETF | $762,603 | $53,586 ▼ | -6.6% | 7,870 | 0.1% | Finance |
NULV Nuveen ESG Large-Cap Value ETF | $742,912 | $12,598 ▲ | 1.7% | 18,870 | 0.1% | ETF |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $740,136 | | 0.0% | 17,370 | 0.1% | ETF |
GOOGL Alphabet | $735,620 | | 0.0% | 3,886 | 0.1% | Computer and Technology |
VGT Vanguard Information Technology ETF | $722,532 | | 0.0% | 1,162 | 0.1% | ETF |
CVNA Carvana | $708,506 | $70,769 ▼ | -9.1% | 3,484 | 0.1% | Retail/Wholesale |
ISTB iShares Core 1-5 Year USD Bond ETF | $698,732 | $10,032 ▼ | -1.4% | 14,627 | 0.1% | Manufacturing |
DFAR Dimensional US Real Estate ETF | $686,837 | $73,347 ▲ | 12.0% | 29,516 | 0.1% | ETF |
XOM Exxon Mobil | $682,984 | $2,582 ▼ | -0.4% | 6,349 | 0.1% | Oils/Energy |
BRK.A Berkshire Hathaway | $680,920 | | 0.0% | 100 | 0.1% | Finance |
SCHG Schwab U.S. Large-Cap Growth ETF | $664,196 | $664,196 ▲ | New Holding | 23,832 | 0.1% | ETF |
