IVV iShares Core S&P 500 ETF | $171,594,629 | $21,016,214 ▲ | 14.0% | 297,487 | 6.4% | ETF |
VOO Vanguard S&P 500 ETF | $132,480,901 | $18,764,456 ▲ | 16.5% | 251,075 | 5.0% | ETF |
NVDA NVIDIA | $103,367,919 | $11,257,125 ▲ | 12.2% | 851,185 | 3.9% | Computer and Technology |
AAPL Apple | $73,892,331 | $17,422,256 ▲ | 30.9% | 317,153 | 2.8% | Computer and Technology |
IUSB iShares Core Total USD Bond Market ETF | $71,893,100 | $20,238,191 ▲ | 39.2% | 1,525,730 | 2.7% | Manufacturing |
MSFT Microsoft | $57,633,033 | $14,816,382 ▲ | 34.6% | 133,942 | 2.2% | Computer and Technology |
FFIU UVA Unconstrained Medium-Term Fixed Income ETF | $43,576,722 | $2,838,414 ▲ | 7.0% | 1,927,321 | 1.6% | ETF |
MUB iShares National Muni Bond ETF | $32,626,802 | $8,799,464 ▲ | 36.9% | 300,348 | 1.2% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $32,176,412 | $10,020,630 ▲ | 45.2% | 609,284 | 1.2% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $31,796,078 | $456,683 ▼ | -1.4% | 405,699 | 1.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $29,401,680 | $10,661,006 ▲ | 56.9% | 51,244 | 1.1% | Finance |
QUAL iShares MSCI USA Quality Factor ETF | $28,544,651 | $949,385 ▲ | 3.4% | 159,202 | 1.1% | ETF |
AMZN Amazon.com | $27,966,838 | $3,308,937 ▲ | 13.4% | 150,089 | 1.0% | Retail/Wholesale |
IJR iShares Core S&P Small-Cap ETF | $24,735,703 | $4,106,497 ▲ | 19.9% | 211,493 | 0.9% | ETF |
IVW iShares S&P 500 Growth ETF | $23,071,867 | $4,359,876 ▲ | 23.3% | 240,965 | 0.9% | ETF |
IEFA iShares Core MSCI EAFE ETF | $20,451,795 | $1,739,511 ▲ | 9.3% | 262,033 | 0.8% | ETF |
BSV Vanguard Short-Term Bond ETF | $19,524,438 | $4,291,514 ▼ | -18.0% | 248,114 | 0.7% | ETF |
GOOGL Alphabet | $19,463,194 | $1,665,644 ▲ | 9.4% | 117,365 | 0.7% | Computer and Technology |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $19,110,626 | $3,416,815 ▲ | 21.8% | 316,296 | 0.7% | ETF |
EFV iShares MSCI EAFE Value ETF | $19,084,562 | $7,256,707 ▲ | 61.4% | 331,725 | 0.7% | ETF |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $18,851,805 | $3,826,023 ▲ | 25.5% | 381,084 | 0.7% | ETF |
BND Vanguard Total Bond Market ETF | $18,324,998 | $4,043,705 ▲ | 28.3% | 243,975 | 0.7% | ETF |
EFG iShares MSCI EAFE Growth ETF | $18,238,050 | $2,190,379 ▲ | 13.6% | 169,418 | 0.7% | ETF |
DFUV Dimensional US Marketwide Value ETF | $17,741,207 | $10,372,172 ▲ | 140.8% | 425,551 | 0.7% | ETF |
BRK.B Berkshire Hathaway | $17,572,012 | $1,410,216 ▲ | 8.7% | 38,179 | 0.7% | Finance |
IVE iShares S&P 500 Value ETF | $15,848,531 | $2,648,356 ▲ | 20.1% | 80,381 | 0.6% | ETF |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $15,536,659 | $7,568,715 ▲ | 95.0% | 460,891 | 0.6% | ETF |
IYW iShares U.S. Technology ETF | $15,457,021 | $795,389 ▲ | 5.4% | 101,947 | 0.6% | Manufacturing |
QQQ Invesco QQQ | $15,217,969 | $2,993,811 ▲ | 24.5% | 31,180 | 0.6% | Finance |
DFUS Dimensional U.S. Equity ETF | $13,883,873 | $12,080,754 ▲ | 670.0% | 223,213 | 0.5% | ETF |
MBB iShares MBS ETF | $13,755,200 | $1,723,831 ▲ | 14.3% | 143,566 | 0.5% | ETF |
VTV Vanguard Value ETF | $13,745,902 | $3,355,912 ▲ | 32.3% | 78,742 | 0.5% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $13,170,783 | $8,049,442 ▲ | 157.2% | 203,065 | 0.5% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $12,880,570 | $3,990,979 ▲ | 44.9% | 235,563 | 0.5% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $12,848,926 | $54,196 ▼ | -0.4% | 223,806 | 0.5% | ETF |
LLY Eli Lilly and Company | $12,379,263 | $1,346,631 ▲ | 12.2% | 13,973 | 0.5% | Medical |
SCHO Schwab Short-Term U.S. Treasury ETF | $12,373,827 | $935,613 ▼ | -7.0% | 252,631 | 0.5% | ETF |
DFIV Dimensional International Value ETF | $12,340,794 | $10,403,890 ▲ | 537.1% | 324,075 | 0.5% | ETF |
VGLT Vanguard Long-Term Treasury Index ETF | $12,259,236 | $7,012,197 ▲ | 133.6% | 199,207 | 0.5% | ETF |
GOOG Alphabet | $11,929,793 | $2,050,099 ▲ | 20.8% | 71,360 | 0.4% | Computer and Technology |
META Meta Platforms | $11,879,690 | $2,563,352 ▲ | 27.5% | 20,753 | 0.4% | Computer and Technology |
HEFA iShares Currency Hedged MSCI EAFE ETF | $11,732,080 | $1,639,296 ▼ | -12.3% | 331,230 | 0.4% | ETF |
SGOL abrdn Physical Gold Shares ETF | $11,612,975 | $43,349 ▲ | 0.4% | 462,116 | 0.4% | ETF |
CVX Chevron | $10,844,536 | $465,220 ▲ | 4.5% | 73,638 | 0.4% | Oils/Energy |
EMXC iShares MSCI Emerging Markets ex China ETF | $10,384,906 | $3,121,767 ▲ | 43.0% | 169,920 | 0.4% | Manufacturing |
SPHY SPDR Portfolio High Yield Bond ETF | $10,369,778 | $3,822,944 ▲ | 58.4% | 431,178 | 0.4% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $10,174,081 | $2,474,239 ▲ | 32.1% | 212,640 | 0.4% | ETF |
TLT iShares 20+ Year Treasury Bond ETF | $10,044,097 | $2,096,403 ▲ | 26.4% | 102,386 | 0.4% | ETF |
V Visa | $9,981,039 | $630,465 ▲ | 6.7% | 36,301 | 0.4% | Business Services |
WMT Walmart | $9,936,841 | $822,559 ▲ | 9.0% | 123,063 | 0.4% | Retail/Wholesale |
VTI Vanguard Total Stock Market ETF | $9,859,707 | $1,525,111 ▲ | 18.3% | 34,820 | 0.4% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $9,760,693 | $5,156,866 ▲ | 112.0% | 117,385 | 0.4% | Manufacturing |
GOVT iShares U.S. Treasury Bond ETF | $9,734,382 | $973,131 ▲ | 11.1% | 415,111 | 0.4% | ETF |
AVGO Broadcom | $9,585,026 | $8,908,304 ▲ | 1,316.4% | 55,565 | 0.4% | Computer and Technology |
VNQ Vanguard Real Estate ETF | $9,579,997 | $125,573 ▲ | 1.3% | 98,338 | 0.4% | ETF |
JPM JPMorgan Chase & Co. | $9,255,550 | $759,927 ▲ | 8.9% | 43,895 | 0.3% | Finance |
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF | $9,189,111 | $706,118 ▼ | -7.1% | 190,883 | 0.3% | Finance |
HD Home Depot | $9,031,317 | $1,163,554 ▲ | 14.8% | 22,292 | 0.3% | Retail/Wholesale |
JNJ Johnson & Johnson | $8,593,682 | $1,194,679 ▲ | 16.1% | 53,029 | 0.3% | Medical |
DFAU Dimensional US Core Equity Market ETF | $8,438,480 | $6,036,444 ▲ | 251.3% | 212,610 | 0.3% | ETF |
TSLA Tesla | $8,252,332 | $1,331,435 ▲ | 19.2% | 31,542 | 0.3% | Auto/Tires/Trucks |
IJH iShares Core S&P Mid-Cap ETF | $8,233,772 | $1,025,225 ▲ | 14.2% | 132,121 | 0.3% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $8,194,708 | $5,879,374 ▲ | 253.9% | 238,982 | 0.3% | ETF |
XOM Exxon Mobil | $8,121,647 | $1,522,098 ▲ | 23.1% | 69,291 | 0.3% | Oils/Energy |
VGSH Vanguard Short-Term Treasury Index ETF | $8,116,501 | $1,360,354 ▲ | 20.1% | 137,521 | 0.3% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $8,067,815 | $270,696 ▲ | 3.5% | 79,666 | 0.3% | Finance |
BAC Bank of America | $8,009,873 | $5,608,478 ▲ | 233.6% | 201,865 | 0.3% | Finance |
PG Procter & Gamble | $7,865,311 | $735,246 ▲ | 10.3% | 45,411 | 0.3% | Consumer Staples |
AVUS Avantis U.S. Equity ETF | $7,531,481 | $579,081 ▲ | 8.3% | 79,154 | 0.3% | ETF |
COST Costco Wholesale | $7,465,358 | $1,249,102 ▲ | 20.1% | 8,421 | 0.3% | Retail/Wholesale |
SCHX Schwab US Large-Cap ETF | $7,347,104 | $6,552,720 ▼ | -47.1% | 108,285 | 0.3% | ETF |
UNH UnitedHealth Group | $7,326,523 | $194,111 ▲ | 2.7% | 12,531 | 0.3% | Medical |
DFCF Dimensional Core Fixed Income ETF | $7,281,750 | $4,568,510 ▲ | 168.4% | 168,598 | 0.3% | ETF |
MGC Vanguard Mega Cap ETF | $7,276,531 | $13,845 ▲ | 0.2% | 35,214 | 0.3% | ETF |
ORCL Oracle | $7,167,650 | $1,146,388 ▲ | 19.0% | 42,066 | 0.3% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $7,045,733 | $1,348,939 ▲ | 23.7% | 35,575 | 0.3% | ETF |
ACN Accenture | $6,833,145 | $120,878 ▲ | 1.8% | 19,333 | 0.3% | Computer and Technology |
VBR Vanguard Small-Cap Value ETF | $6,665,606 | $424,644 ▼ | -6.0% | 33,199 | 0.3% | ETF |
MA Mastercard | $6,576,931 | $480,962 ▲ | 7.9% | 13,319 | 0.2% | Business Services |
XLK Technology Select Sector SPDR Fund | $6,535,221 | $6,033,363 ▲ | 1,202.2% | 28,948 | 0.2% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $6,524,902 | $2,168,931 ▲ | 49.8% | 82,158 | 0.2% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $6,436,958 | $1,892,981 ▲ | 41.7% | 35,929 | 0.2% | ETF |
VV Vanguard Large-Cap ETF | $6,423,524 | $73,458 ▼ | -1.1% | 24,397 | 0.2% | ETF |
XLG Invesco S&P 500 Top 50 ETF | $6,341,928 | $1,332,456 ▼ | -17.4% | 133,430 | 0.2% | ETF |
GBIL Goldman Sachs Access Treasury 0-1 Year ETF | $6,039,440 | $549,587 ▲ | 10.0% | 60,220 | 0.2% | ETF |
AVIG Avantis Core Fixed Income ETF | $6,001,867 | $3,569,442 ▲ | 146.7% | 141,187 | 0.2% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $5,923,231 | $2,159,374 ▲ | 57.4% | 210,492 | 0.2% | ETF |
IWF iShares Russell 1000 Growth ETF | $5,913,564 | $639,629 ▲ | 12.1% | 15,754 | 0.2% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $5,908,733 | $270,018 ▼ | -4.4% | 46,829 | 0.2% | Manufacturing |
VO Vanguard Mid-Cap ETF | $5,708,539 | $1,700,506 ▲ | 42.4% | 21,639 | 0.2% | ETF |
VUG Vanguard Growth ETF | $5,663,888 | $1,334,961 ▲ | 30.8% | 14,752 | 0.2% | ETF |
BINC iShares Flexible Income Active ETF | $5,574,651 | $2,424,099 ▲ | 76.9% | 104,141 | 0.2% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $5,547,370 | $45,285 ▼ | -0.8% | 66,884 | 0.2% | ETF |
GLDM SPDR Gold MiniShares Trust | $5,544,581 | $3,060,102 ▲ | 123.2% | 106,360 | 0.2% | Finance |
DMBS DoubleLine Mortgage ETF | $5,511,830 | $3,159,011 ▲ | 134.3% | 109,383 | 0.2% | ETF |
SCHF Schwab International Equity ETF | $5,428,720 | $1,625,314 ▲ | 42.7% | 132,021 | 0.2% | ETF |
LRGF iShares U.S. Equity Factor ETF | $5,393,440 | $22,803 ▼ | -0.4% | 91,772 | 0.2% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $5,187,940 | $1,056,989 ▲ | 25.6% | 54,069 | 0.2% | ETF |
MCD McDonald's | $5,168,960 | $544,758 ▲ | 11.8% | 16,975 | 0.2% | Retail/Wholesale |
SCHD Schwab US Dividend Equity ETF | $4,877,759 | $2,694,078 ▲ | 123.4% | 57,704 | 0.2% | ETF |
