IVV iShares Core S&P 500 ETF | $225,993,137 | $46,550,799 ▲ | 25.9% | 400,853 | 5.8% | ETF |
VOO Vanguard S&P 500 ETF | $147,507,747 | $21,531,523 ▲ | 17.1% | 285,979 | 3.8% | ETF |
AAPL Apple | $109,084,507 | $48,165,272 ▲ | 79.1% | 488,752 | 2.8% | Computer and Technology |
IUSB iShares Core Total USD Bond Market ETF | $93,058,576 | $15,677,402 ▲ | 20.3% | 2,021,255 | 2.4% | Manufacturing |
ORLY O'Reilly Automotive | $72,959,639 | $72,544,420 ▲ | 17,471.4% | 50,957 | 1.9% | Retail/Wholesale |
BND Vanguard Total Bond Market ETF | $59,872,671 | $41,287,805 ▲ | 222.2% | 815,260 | 1.5% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $56,052,554 | $22,748,679 ▲ | 68.3% | 1,098,854 | 1.4% | ETF |
MSFT Microsoft | $55,653,638 | $10,270,190 ▲ | 22.6% | 145,618 | 1.4% | Computer and Technology |
SGOV iShares 0-3 Month Treasury Bond ETF | $54,824,016 | $37,182,686 ▲ | 210.8% | 546,328 | 1.4% | ETF |
NVDA NVIDIA | $52,859,920 | $17,284,309 ▲ | 48.6% | 479,890 | 1.3% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $47,496,903 | $16,702,929 ▲ | 54.2% | 84,669 | 1.2% | Finance |
MUB iShares National Muni Bond ETF | $46,566,945 | $2,038,664 ▲ | 4.6% | 441,351 | 1.2% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $44,215,299 | $13,888,891 ▲ | 45.8% | 258,131 | 1.1% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $40,314,730 | $5,209,171 ▲ | 14.8% | 526,783 | 1.0% | ETF |
AMZN Amazon.com | $39,262,382 | $9,944,589 ▲ | 33.9% | 204,311 | 1.0% | Retail/Wholesale |
IVW iShares S&P 500 Growth ETF | $34,476,326 | $8,546,829 ▲ | 33.0% | 368,731 | 0.9% | ETF |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $33,876,367 | $4,497,502 ▲ | 15.3% | 692,343 | 0.9% | ETF |
BRK.B Berkshire Hathaway | $29,915,041 | $6,767,887 ▲ | 29.2% | 56,127 | 0.8% | Finance |
IJR iShares Core S&P Small-Cap ETF | $28,569,199 | $3,516,667 ▲ | 14.0% | 272,607 | 0.7% | ETF |
QQQ Invesco QQQ | $26,587,948 | $8,974,679 ▲ | 51.0% | 56,247 | 0.7% | Finance |
VTI Vanguard Total Stock Market ETF | $26,310,987 | $9,780,201 ▲ | 59.2% | 95,409 | 0.7% | ETF |
EFV iShares MSCI EAFE Value ETF | $24,356,741 | $1,166,784 ▲ | 5.0% | 412,826 | 0.6% | ETF |
IVE iShares S&P 500 Value ETF | $24,205,051 | $7,425,161 ▲ | 44.3% | 127,174 | 0.6% | ETF |
IEFA iShares Core MSCI EAFE ETF | $23,734,920 | $1,076,399 ▲ | 4.8% | 312,960 | 0.6% | ETF |
DFUS Dimensional U.S. Equity ETF | $23,104,783 | $9,383,268 ▲ | 68.4% | 380,451 | 0.6% | ETF |
GOOGL Alphabet | $22,541,677 | $4,221,558 ▲ | 23.0% | 143,514 | 0.6% | Computer and Technology |
BSV Vanguard Short-Term Bond ETF | $22,133,527 | $5,467,145 ▲ | 32.8% | 283,364 | 0.6% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $21,638,273 | $5,548,626 ▲ | 34.5% | 420,487 | 0.6% | ETF |
WMT Walmart | $20,369,715 | $9,187,074 ▲ | 82.2% | 229,311 | 0.5% | Retail/Wholesale |
AGG iShares Core U.S. Aggregate Bond ETF | $20,238,257 | $767,338 ▼ | -3.7% | 204,509 | 0.5% | Finance |
SPHY SPDR Portfolio High Yield Bond ETF | $20,008,404 | $3,589,486 ▲ | 21.9% | 857,993 | 0.5% | ETF |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $19,809,208 | $2,732,026 ▲ | 16.0% | 333,882 | 0.5% | ETF |
SCHD Schwab US Dividend Equity ETF | $19,519,740 | $5,756,440 ▲ | 41.8% | 700,385 | 0.5% | ETF |
META Meta Platforms | $18,070,759 | $4,766,597 ▲ | 35.8% | 30,837 | 0.5% | Computer and Technology |
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $17,588,479 | $7,329,028 ▲ | 71.4% | 192,371 | 0.4% | ETF |
DFUV Dimensional US Marketwide Value ETF | $17,551,304 | $430,904 ▼ | -2.4% | 426,417 | 0.4% | ETF |
EFG iShares MSCI EAFE Growth ETF | $17,352,117 | $3,473,308 ▼ | -16.7% | 173,261 | 0.4% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $17,258,083 | $4,694,370 ▲ | 37.4% | 318,356 | 0.4% | ETF |
SHV iShares Short Treasury Bond ETF | $17,067,385 | $4,235,220 ▲ | 33.0% | 155,017 | 0.4% | ETF |
MBB iShares MBS ETF | $17,005,977 | $2,106,802 ▲ | 14.1% | 181,320 | 0.4% | ETF |
GOOG Alphabet | $16,084,590 | $4,909,091 ▲ | 43.9% | 101,237 | 0.4% | Computer and Technology |
V Visa | $15,955,358 | $3,422,296 ▲ | 27.3% | 46,067 | 0.4% | Business Services |
RSP Invesco S&P 500 Equal Weight ETF | $15,680,978 | $2,699,479 ▲ | 20.8% | 90,427 | 0.4% | ETF |
TFLO iShares Treasury Floating Rate Bond ETF | $15,656,266 | $2,761,151 ▲ | 21.4% | 310,086 | 0.4% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $15,563,978 | $3,730,786 ▲ | 31.5% | 259,313 | 0.4% | ETF |
GLDM SPDR Gold MiniShares Trust | $15,409,812 | $4,287,918 ▲ | 38.6% | 249,390 | 0.4% | Finance |
CVX Chevron | $15,214,711 | $3,123,827 ▲ | 25.8% | 90,290 | 0.4% | Energy |
VNQ Vanguard Real Estate ETF | $14,793,298 | $7,710,283 ▲ | 108.9% | 163,317 | 0.4% | ETF |
IYW iShares U.S. Technology ETF | $14,642,651 | $838,818 ▲ | 6.1% | 103,219 | 0.4% | Manufacturing |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $14,409,765 | $2,858,124 ▲ | 24.7% | 434,553 | 0.4% | ETF |
LLY Eli Lilly and Company | $14,353,357 | $2,979,378 ▲ | 26.2% | 17,825 | 0.4% | Medical |
EMXC iShares MSCI Emerging Markets ex China ETF | $13,885,794 | $2,968,354 ▲ | 27.2% | 250,691 | 0.4% | Manufacturing |
PG Procter & Gamble | $13,472,510 | $5,540,632 ▲ | 69.9% | 78,990 | 0.3% | Consumer Staples |
HEFA iShares Currency Hedged MSCI EAFE ETF | $13,464,095 | $2,134,148 ▲ | 18.8% | 370,300 | 0.3% | ETF |
VTV Vanguard Value ETF | $13,424,652 | $2,942,201 ▲ | 28.1% | 77,896 | 0.3% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $13,231,982 | $3,006,835 ▲ | 29.4% | 399,758 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $12,774,411 | $2,784,801 ▲ | 27.9% | 52,427 | 0.3% | Finance |
SCHF Schwab International Equity ETF | $12,672,133 | $7,787,346 ▲ | 159.4% | 638,073 | 0.3% | ETF |
DFIV Dimensional International Value ETF | $12,449,541 | $512,268 ▼ | -4.0% | 316,058 | 0.3% | ETF |
TSLA Tesla | $12,366,020 | $2,344,720 ▲ | 23.4% | 46,063 | 0.3% | Auto/Tires/Trucks |
DFCF Dimensional Core Fixed Income ETF | $12,309,653 | $7,969,088 ▲ | 183.6% | 291,905 | 0.3% | ETF |
VGSH Vanguard Short-Term Treasury Index ETF | $11,903,652 | $2,904,443 ▲ | 32.3% | 203,446 | 0.3% | ETF |
XOM Exxon Mobil | $11,868,390 | $3,645,476 ▲ | 44.3% | 99,701 | 0.3% | Energy |
XLG Invesco S&P 500 Top 50 ETF | $11,820,996 | $4,016,181 ▲ | 51.5% | 255,644 | 0.3% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $11,456,437 | $3,820,357 ▲ | 50.0% | 195,302 | 0.3% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $11,415,457 | $11,383,803 ▲ | 35,963.1% | 167,333 | 0.3% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $11,313,257 | $2,012,127 ▲ | 21.6% | 492,523 | 0.3% | ETF |
SCHX Schwab US Large-Cap ETF | $11,229,897 | $855,717 ▼ | -7.1% | 506,536 | 0.3% | ETF |
OEF iShares S&P 100 ETF | $11,008,854 | $6,966,032 ▲ | 172.3% | 40,560 | 0.3% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $10,389,599 | $6,996,549 ▲ | 206.2% | 284,413 | 0.3% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $10,314,430 | $2,065,157 ▼ | -16.7% | 227,140 | 0.3% | ETF |
BINC iShares Flexible Income Active ETF | $10,283,402 | $3,726,181 ▲ | 56.8% | 196,962 | 0.3% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $10,276,818 | $7,901,568 ▲ | 332.7% | 181,026 | 0.3% | ETF |
VIG Vanguard Dividend Appreciation ETF | $10,211,671 | $929,707 ▲ | 10.0% | 52,733 | 0.3% | ETF |
HFXI NYLI FTSE International Equity Currency Neutral ETF | $10,203,675 | $7,829,806 ▲ | 329.8% | 369,966 | 0.3% | ETF |
AVGO Broadcom | $10,181,482 | $1,498,313 ▲ | 17.3% | 60,417 | 0.3% | Computer and Technology |
JNJ Johnson & Johnson | $10,164,823 | $2,211,563 ▲ | 27.8% | 66,328 | 0.3% | Medical |
SCHV Schwab U.S. Large-Cap Value ETF | $10,072,386 | $9,046,386 ▲ | 881.7% | 379,089 | 0.3% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $9,902,726 | $5,168,520 ▲ | 109.2% | 208,172 | 0.3% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $9,728,346 | $9,265,117 ▲ | 2,000.1% | 385,434 | 0.2% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $9,659,806 | $213,541 ▲ | 2.3% | 117,117 | 0.2% | Manufacturing |
TLH iShares 10-20 Year Treasury Bond ETF | $9,607,455 | $6,604,885 ▲ | 220.0% | 92,335 | 0.2% | ETF |
HD Home Depot | $9,507,104 | $1,526,400 ▲ | 19.1% | 26,010 | 0.2% | Retail/Wholesale |
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
| $9,482,418 | $6,686,543 ▲ | 239.2% | 102,646 | 0.2% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $9,431,299 | $4,474,785 ▲ | 90.3% | 155,606 | 0.2% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $9,396,907 | $3,170,381 ▲ | 50.9% | 119,356 | 0.2% | ETF |
FBND Fidelity Total Bond ETF | $9,375,007 | $495,027 ▲ | 5.6% | 205,008 | 0.2% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $9,277,705 | $2,615,217 ▲ | 39.3% | 352,630 | 0.2% | ETF |
COST Costco Wholesale | $9,261,113 | $1,338,013 ▲ | 16.9% | 9,704 | 0.2% | Retail/Wholesale |
IAU iShares Gold Trust | $9,206,763 | $7,106,815 ▲ | 338.4% | 156,418 | 0.2% | Finance |
BNDX Vanguard Total International Bond ETF | $9,166,130 | $6,784,250 ▲ | 284.8% | 187,715 | 0.2% | ETF |
BUFR FT Vest Laddered Buffer ETF | $9,097,091 | $1,220,258 ▼ | -11.8% | 305,374 | 0.2% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $9,003,128 | $8,884,102 ▲ | 7,464.0% | 342,194 | 0.2% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $8,755,125 | $4,116,202 ▲ | 88.7% | 133,809 | 0.2% | ETF |
ORCL Oracle | $8,716,025 | $1,810,031 ▲ | 26.2% | 61,406 | 0.2% | Computer and Technology |
TLT iShares 20+ Year Treasury Bond ETF | $8,398,657 | $208,962 ▼ | -2.4% | 91,799 | 0.2% | ETF |
SPTL SPDR Portfolio Long Term Treasury ETF | $8,377,137 | $1,927,156 ▲ | 29.9% | 306,182 | 0.2% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $8,251,335 | $2,606,764 ▲ | 46.2% | 296,597 | 0.2% | ETF |
MA Mastercard | $8,197,933 | $1,507,288 ▲ | 22.5% | 14,946 | 0.2% | Business Services |
DFAU Dimensional US Core Equity Market ETF | $8,193,222 | $370,290 ▲ | 4.7% | 212,370 | 0.2% | ETF |
