IVV iShares Core S&P 500 ETF | $187,367,559 | $12,242,787 ▲ | 7.0% | 318,284 | 6.8% | ETF |
VOO Vanguard S&P 500 ETF | $131,596,020 | $3,685,454 ▼ | -2.7% | 244,235 | 4.8% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $75,969,346 | $7,006,361 ▲ | 10.2% | 1,680,738 | 2.7% | Manufacturing |
AAPL Apple | $68,351,569 | $11,069,805 ▼ | -13.9% | 272,948 | 2.5% | Computer and Technology |
MSFT Microsoft | $50,051,283 | $6,405,094 ▼ | -11.3% | 118,746 | 1.8% | Computer and Technology |
MUB iShares National Muni Bond ETF | $44,967,173 | $12,965,106 ▲ | 40.5% | 422,029 | 1.6% | ETF |
NVDA NVIDIA | $43,372,198 | $70,933,487 ▼ | -62.1% | 322,974 | 1.6% | Computer and Technology |
BIV Vanguard Intermediate-Term Bond ETF | $34,279,825 | $3,961,958 ▲ | 13.1% | 458,716 | 1.2% | ETF |
AMZN Amazon.com | $33,470,671 | $542,553 ▲ | 1.6% | 152,562 | 1.2% | Retail/Wholesale |
SPY SPDR S&P 500 ETF Trust | $32,172,179 | $2,139,186 ▲ | 7.1% | 54,894 | 1.2% | Finance |
QUAL iShares MSCI USA Quality Factor ETF | $31,528,495 | $3,177,834 ▲ | 11.2% | 177,047 | 1.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $31,221,163 | $2,085,192 ▲ | 7.2% | 652,889 | 1.1% | ETF |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $30,771,853 | $11,241,285 ▲ | 57.6% | 600,426 | 1.1% | ETF |
IVW iShares S&P 500 Growth ETF | $28,156,406 | $3,691,225 ▲ | 15.1% | 277,321 | 1.0% | ETF |
IJR iShares Core S&P Small-Cap ETF | $27,543,499 | $3,175,238 ▲ | 13.0% | 239,051 | 1.0% | ETF |
GOOGL Alphabet | $22,079,341 | $137,810 ▼ | -0.6% | 116,637 | 0.8% | Computer and Technology |
IEFA iShares Core MSCI EAFE ETF | $20,997,356 | $2,581,667 ▲ | 14.0% | 298,767 | 0.8% | ETF |
EFV iShares MSCI EAFE Value ETF | $20,623,343 | $3,217,724 ▲ | 18.5% | 393,050 | 0.7% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $20,568,322 | $12,848,673 ▲ | 166.4% | 212,263 | 0.7% | Finance |
EFG iShares MSCI EAFE Growth ETF | $20,135,058 | $3,730,285 ▲ | 22.7% | 207,942 | 0.7% | ETF |
BRK.B Berkshire Hathaway | $19,685,713 | $2,379,746 ▲ | 13.8% | 43,429 | 0.7% | Finance |
QQQ Invesco QQQ | $19,048,904 | $3,108,784 ▲ | 19.5% | 37,261 | 0.7% | Finance |
BND Vanguard Total Bond Market ETF | $18,197,678 | $653,446 ▲ | 3.7% | 253,062 | 0.7% | ETF |
DFUV Dimensional US Marketwide Value ETF | $17,877,373 | $463,828 ▲ | 2.7% | 436,886 | 0.6% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $17,636,048 | $14,732,688 ▲ | 507.4% | 175,798 | 0.6% | ETF |
VTI Vanguard Total Stock Market ETF | $17,372,258 | $7,281,139 ▲ | 72.2% | 59,944 | 0.6% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $17,099,535 | $4,216,598 ▲ | 32.7% | 312,663 | 0.6% | ETF |
IVE iShares S&P 500 Value ETF | $16,828,342 | $1,485,235 ▲ | 9.7% | 88,162 | 0.6% | ETF |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $16,694,393 | $1,650,798 ▼ | -9.0% | 287,834 | 0.6% | ETF |
SPHY SPDR Portfolio High Yield Bond ETF | $16,524,516 | $6,404,773 ▲ | 63.3% | 704,070 | 0.6% | ETF |
BSV Vanguard Short-Term Bond ETF | $16,487,169 | $2,684,590 ▼ | -14.0% | 213,371 | 0.6% | ETF |
IYW iShares U.S. Technology ETF | $15,522,217 | $740,331 ▼ | -4.6% | 97,306 | 0.6% | Manufacturing |
TSLA Tesla | $15,075,134 | $2,337,052 ▲ | 18.3% | 37,329 | 0.5% | Auto/Tires/Trucks |
MBB iShares MBS ETF | $14,563,987 | $1,401,877 ▲ | 10.7% | 158,857 | 0.5% | ETF |
DFUS Dimensional U.S. Equity ETF | $14,403,883 | $174,038 ▲ | 1.2% | 225,943 | 0.5% | ETF |
SCHD Schwab US Dividend Equity ETF | $13,491,670 | $11,915,198 ▲ | 755.8% | 493,839 | 0.5% | ETF |
GOOG Alphabet | $13,395,284 | $194,438 ▼ | -1.4% | 70,339 | 0.5% | Computer and Technology |
META Meta Platforms | $13,293,038 | $1,141,762 ▲ | 9.4% | 22,703 | 0.5% | Computer and Technology |
RSP Invesco S&P 500 Equal Weight ETF | $13,117,783 | $6,821,913 ▲ | 108.4% | 74,860 | 0.5% | ETF |
TFLO iShares Treasury Floating Rate Bond ETF | $12,890,003 | $8,686,604 ▲ | 206.7% | 255,399 | 0.5% | ETF |
SHV iShares Short Treasury Bond ETF | $12,833,270 | $11,473,417 ▲ | 843.7% | 116,550 | 0.5% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $12,830,814 | $384,689 ▼ | -2.9% | 197,154 | 0.5% | ETF |
SCHX Schwab US Large-Cap ETF | $12,636,195 | $10,126,151 ▲ | 403.4% | 545,134 | 0.5% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $12,102,510 | $415,358 ▲ | 3.6% | 231,760 | 0.4% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $12,006,082 | $2,641,428 ▲ | 28.2% | 272,618 | 0.4% | ETF |
AVGO Broadcom | $11,945,868 | $936,408 ▼ | -7.3% | 51,526 | 0.4% | Computer and Technology |
DFIV Dimensional International Value ETF | $11,675,158 | $176,974 ▲ | 1.5% | 329,063 | 0.4% | ETF |
V Visa | $11,436,141 | $36,344 ▼ | -0.3% | 36,186 | 0.4% | Business Services |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $11,412,306 | $3,686,483 ▼ | -24.4% | 348,361 | 0.4% | ETF |
WMT Walmart | $11,373,986 | $255,239 ▲ | 2.3% | 125,888 | 0.4% | Retail/Wholesale |
EMXC iShares MSCI Emerging Markets ex China ETF | $10,929,248 | $1,507,186 ▲ | 16.0% | 197,101 | 0.4% | Manufacturing |
LLY Eli Lilly and Company | $10,904,383 | $117,343 ▲ | 1.1% | 14,125 | 0.4% | Medical |
HEFA iShares Currency Hedged MSCI EAFE ETF | $10,828,290 | $681,970 ▼ | -5.9% | 311,605 | 0.4% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $10,685,432 | $2,419,050 ▲ | 29.3% | 308,917 | 0.4% | ETF |
BUFR FT Vest Laddered Buffer ETF | $10,552,858 | $10,552,858 ▲ | New Holding | 346,336 | 0.4% | ETF |
CVX Chevron | $10,392,497 | $273,167 ▼ | -2.6% | 71,752 | 0.4% | Oils/Energy |
VTV Vanguard Value ETF | $10,297,496 | $3,033,515 ▼ | -22.8% | 60,824 | 0.4% | ETF |
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $10,259,414 | $8,870,323 ▲ | 638.6% | 112,211 | 0.4% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $10,027,804 | $3,949,499 ▲ | 65.0% | 416,783 | 0.4% | ETF |
JPM JPMorgan Chase & Co. | $9,827,670 | $694,443 ▼ | -6.6% | 40,998 | 0.4% | Finance |
MOAT VanEck Morningstar Wide Moat ETF | $9,767,893 | $9,696,773 ▲ | 13,634.4% | 105,343 | 0.4% | ETF |
SMOT VanEck Morningstar SMID Moat ETF | $9,568,193 | $9,567,952 ▲ | 3,965,328.6% | 277,580 | 0.3% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $9,388,991 | $234,216 ▼ | -2.4% | 114,528 | 0.3% | Manufacturing |
VIG Vanguard Dividend Appreciation ETF | $9,386,453 | $2,419,853 ▲ | 34.7% | 47,932 | 0.3% | ETF |
GLDM SPDR Gold MiniShares Trust | $9,357,940 | $3,828,284 ▲ | 69.2% | 179,995 | 0.3% | Finance |
GOVT iShares U.S. Treasury Bond ETF | $9,305,171 | $234,074 ▼ | -2.5% | 404,925 | 0.3% | ETF |
VGSH Vanguard Short-Term Treasury Index ETF | $8,948,434 | $947,461 ▲ | 11.8% | 153,806 | 0.3% | ETF |
FBND Fidelity Total Bond ETF | $8,712,993 | $8,490,572 ▲ | 3,817.3% | 194,183 | 0.3% | ETF |
VBR Vanguard Small-Cap Value ETF | $8,692,908 | $2,113,575 ▲ | 32.1% | 43,864 | 0.3% | ETF |
HD Home Depot | $8,493,382 | $178,161 ▼ | -2.1% | 21,834 | 0.3% | Retail/Wholesale |
XLG Invesco S&P 500 Top 50 ETF | $8,432,680 | $1,766,532 ▲ | 26.5% | 168,789 | 0.3% | ETF |
TLT iShares 20+ Year Treasury Bond ETF | $8,216,298 | $725,104 ▼ | -8.1% | 94,083 | 0.3% | ETF |
DFAU Dimensional US Core Equity Market ETF | $8,210,234 | $398,340 ▼ | -4.6% | 202,772 | 0.3% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $8,111,222 | $121,256 ▼ | -1.5% | 130,175 | 0.3% | ETF |
ORCL Oracle | $8,107,742 | $1,097,830 ▲ | 15.7% | 48,654 | 0.3% | Computer and Technology |
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF | $7,995,802 | $1,050,165 ▼ | -11.6% | 168,723 | 0.3% | Finance |
PG Procter & Gamble | $7,796,494 | $183,407 ▲ | 2.4% | 46,505 | 0.3% | Consumer Staples |
COST Costco Wholesale | $7,607,146 | $109,040 ▼ | -1.4% | 8,302 | 0.3% | Retail/Wholesale |
JNJ Johnson & Johnson | $7,505,375 | $163,711 ▼ | -2.1% | 51,897 | 0.3% | Medical |
XOM Exxon Mobil | $7,430,588 | $23,020 ▼ | -0.3% | 69,077 | 0.3% | Oils/Energy |
XLK Technology Select Sector SPDR Fund | $7,227,277 | $496,204 ▲ | 7.4% | 31,082 | 0.3% | ETF |
ACN Accenture | $7,221,279 | $420,042 ▲ | 6.2% | 20,527 | 0.3% | Computer and Technology |
SCHM Schwab U.S. Mid-Cap ETF | $7,017,016 | $6,633,952 ▲ | 1,731.8% | 253,230 | 0.3% | ETF |
VNQ Vanguard Real Estate ETF | $6,965,716 | $1,794,254 ▼ | -20.5% | 78,196 | 0.3% | ETF |
DIS Walt Disney | $6,848,413 | $2,172,344 ▲ | 46.5% | 61,503 | 0.2% | Consumer Discretionary |
BINC iShares Flexible Income Active ETF | $6,533,356 | $1,115,934 ▲ | 20.6% | 125,593 | 0.2% | ETF |
IWF iShares Russell 1000 Growth ETF | $6,485,104 | $158,624 ▲ | 2.5% | 16,149 | 0.2% | ETF |
MA Mastercard | $6,423,210 | $590,295 ▼ | -8.4% | 12,198 | 0.2% | Business Services |
ESGU iShares ESG Aware MSCI USA ETF | $6,408,823 | $376,285 ▲ | 6.2% | 49,750 | 0.2% | Manufacturing |
VUG Vanguard Growth ETF | $6,385,930 | $331,220 ▲ | 5.5% | 15,559 | 0.2% | ETF |
UNH UnitedHealth Group | $6,372,641 | $33,892 ▲ | 0.5% | 12,598 | 0.2% | Medical |
VV Vanguard Large-Cap ETF | $6,354,063 | $225,736 ▼ | -3.4% | 23,560 | 0.2% | ETF |
SPTL SPDR Portfolio Long Term Treasury ETF | $6,174,171 | $3,977,691 ▲ | 181.1% | 235,745 | 0.2% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $6,169,554 | $239,568 ▼ | -3.7% | 79,087 | 0.2% | ETF |
CRM Salesforce | $6,109,729 | $776,964 ▲ | 14.6% | 18,275 | 0.2% | Computer and Technology |
RTX RTX | $6,078,129 | $1,995,956 ▲ | 48.9% | 52,524 | 0.2% | Aerospace |
GBIL Goldman Sachs Access Treasury 0-1 Year ETF | $5,930,374 | $86,831 ▼ | -1.4% | 59,351 | 0.2% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $5,911,570 | $692,310 ▲ | 13.3% | 61,241 | 0.2% | ETF |
LRGF iShares U.S. Equity Factor ETF | $5,824,379 | $285,938 ▲ | 5.2% | 96,510 | 0.2% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $5,763,292 | $2,119,194 ▲ | 58.2% | 114,967 | 0.2% | ETF |
