SCHV Schwab U.S. Large-Cap Value ETF | $109,194,470 | $73,615,754 ▲ | 206.9% | 4,188,511 | 10.7% | ETF |
SCHF Schwab International Equity ETF | $81,104,275 | $43,002,897 ▲ | 112.9% | 4,384,015 | 8.0% | ETF |
FNDX Schwab Fundamental U.S. Large Company Index ETF | $58,581,465 | $39,873,078 ▲ | 213.1% | 2,473,879 | 5.8% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $50,509,572 | $37,420,819 ▲ | 285.9% | 1,812,328 | 5.0% | ETF |
BSV Vanguard Short-Term Bond ETF | $46,943,009 | $4,458,017 ▲ | 10.5% | 607,519 | 4.6% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $42,028,012 | $28,467,041 ▲ | 209.9% | 1,516,709 | 4.1% | ETF |
NVDA NVIDIA | $40,134,794 | $56,133 ▼ | -0.1% | 298,867 | 3.9% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $36,860,269 | $288,068 ▼ | -0.8% | 770,813 | 3.6% | ETF |
SCHA Schwab US Small-Cap ETF | $34,694,110 | $17,149,032 ▲ | 97.7% | 1,341,613 | 3.4% | ETF |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $28,762,328 | $1,240,952 ▲ | 4.5% | 963,239 | 2.8% | ETF |
SCHB Schwab US Broad Market ETF | $26,372,380 | $17,688,768 ▲ | 203.7% | 1,161,779 | 2.6% | ETF |
NOW ServiceNow | $25,343,228 | | 0.0% | 23,906 | 2.5% | Computer and Technology |
ABM ABM Industries | $24,084,642 | $22,877 ▼ | -0.1% | 470,587 | 2.4% | Construction |
SPYX SPDR S&P Fossil Fuel Reserves Free ETF | $18,685,818 | $994,105 ▲ | 5.6% | 388,075 | 1.8% | ETF |
PYLD PIMCO Multi Sector Bond Active ETF | $18,098,156 | $2,271,034 ▲ | 14.3% | 698,231 | 1.8% | ETF |
FNDA Schwab Fundamental U.S. Small Company Index ETF | $17,387,819 | $9,024,233 ▲ | 107.9% | 585,448 | 1.7% | ETF |
VB Vanguard Small-Cap ETF | $17,102,057 | $378,439 ▼ | -2.2% | 71,176 | 1.7% | ETF |
EVI EVI Industries | $16,717,793 | | 0.0% | 1,022,495 | 1.6% | Industrials |
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF | $15,337,655 | $1,179,731 ▲ | 8.3% | 385,271 | 1.5% | ETF |
ESGV Vanguard ESG US Stock ETF | $14,795,947 | $1,381,817 ▲ | 10.3% | 141,062 | 1.5% | ETF |
VTV Vanguard Value ETF | $14,708,589 | $100,903 ▲ | 0.7% | 86,879 | 1.4% | ETF |
VUG Vanguard Growth ETF | $14,465,746 | $140,372 ▼ | -1.0% | 35,244 | 1.4% | ETF |
DSI iShares ESG MSCI KLD 400 ETF | $13,926,695 | $71,993 ▼ | -0.5% | 126,319 | 1.4% | ETF |
AAPL Apple | $12,854,264 | $205,344 ▼ | -1.6% | 51,331 | 1.3% | Computer and Technology |
VO Vanguard Mid-Cap ETF | $12,137,456 | $598,777 ▼ | -4.7% | 45,953 | 1.2% | ETF |
IGV iShares Expanded Tech-Software Sector ETF | $11,228,686 | $1,550,162 ▲ | 16.0% | 112,152 | 1.1% | ETF |
DUHP Dimensional US High Profitability ETF | $10,687,783 | $870,025 ▲ | 8.9% | 316,300 | 1.1% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $10,391,180 | $638,681 ▼ | -5.8% | 402,058 | 1.0% | ETF |
SBUX Starbucks | $10,045,409 | $41,975 ▼ | -0.4% | 110,087 | 1.0% | Retail/Wholesale |
BIV Vanguard Intermediate-Term Bond ETF | $9,227,602 | $458,021 ▼ | -4.7% | 123,479 | 0.9% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $8,963,753 | $15,880 ▼ | -0.2% | 137,734 | 0.9% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $8,768,941 | $90,003 ▲ | 1.0% | 253,511 | 0.9% | ETF |
DFLV Dimensional US Large Cap Value ETF | $7,019,484 | $1,034,744 ▲ | 17.3% | 233,749 | 0.7% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $6,649,389 | $123,708 ▲ | 1.9% | 81,110 | 0.7% | Manufacturing |
AGG iShares Core U.S. Aggregate Bond ETF | $6,313,665 | $46,996 ▲ | 0.7% | 65,157 | 0.6% | Finance |
ADBE Adobe | $6,178,828 | $9,783 ▼ | -0.2% | 13,895 | 0.6% | Computer and Technology |
SCHE Schwab Emerging Markets Equity ETF | $5,989,011 | $423,471 ▲ | 7.6% | 224,897 | 0.6% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $5,988,904 | | 0.0% | 44,241 | 0.6% | ETF |
MSFT Microsoft | $5,783,125 | $73,764 ▲ | 1.3% | 13,720 | 0.6% | Computer and Technology |
DFUS Dimensional U.S. Equity ETF | $5,703,060 | $7,969 ▲ | 0.1% | 89,460 | 0.6% | ETF |
JAVA JPMorgan Active Value ETF | $4,984,361 | $194,964 ▼ | -3.8% | 78,742 | 0.5% | ETF |
VBK Vanguard Small-Cap Growth ETF | $4,448,192 | | 0.0% | 15,883 | 0.4% | ETF |
IVV iShares Core S&P 500 ETF | $4,325,616 | $94,189 ▲ | 2.2% | 7,348 | 0.4% | ETF |
EFA iShares MSCI EAFE ETF | $3,764,753 | $16,710 ▲ | 0.4% | 49,792 | 0.4% | Finance |
SPY SPDR S&P 500 ETF Trust | $3,500,760 | $110,186 ▲ | 3.2% | 5,973 | 0.3% | Finance |
AMZN Amazon.com | $3,427,529 | $132,731 ▼ | -3.7% | 15,623 | 0.3% | Retail/Wholesale |
BRK.B Berkshire Hathaway | $3,237,325 | $90,656 ▲ | 2.9% | 7,142 | 0.3% | Finance |
METV Roundhill Ball Metaverse ETF | $3,171,186 | $218,400 ▲ | 7.4% | 5,416 | 0.3% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $3,142,899 | $260,051 ▲ | 9.0% | 60,791 | 0.3% | Manufacturing |
VTI Vanguard Total Stock Market ETF | $2,654,851 | $135,046 ▲ | 5.4% | 9,161 | 0.3% | ETF |
MU Micron Technology | $2,585,247 | $623,799 ▲ | 31.8% | 30,718 | 0.3% | Computer and Technology |
IWB iShares Russell 1000 ETF | $2,426,048 | $15,141 ▼ | -0.6% | 7,531 | 0.2% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $2,209,311 | $16,163 ▲ | 0.7% | 50,166 | 0.2% | ETF |
GPRO GoPro | $2,198,376 | $285,280 ▼ | -11.5% | 11,613 | 0.2% | Consumer Discretionary |
CHAT Roundhill Generative AI & Technology ETF | $2,116,705 | $657,070 ▲ | 45.0% | 52,316 | 0.2% | ETF |
TSLA Tesla | $2,071,295 | $117,114 ▲ | 6.0% | 5,129 | 0.2% | Auto/Tires/Trucks |
IVE iShares S&P 500 Value ETF | $1,967,226 | $178,856 ▲ | 10.0% | 10,306 | 0.2% | ETF |
QCOM QUALCOMM | $1,820,770 | $1,844 ▲ | 0.1% | 11,852 | 0.2% | Computer and Technology |
CGGR Capital Group Growth ETF | $1,764,967 | $3,308 ▼ | -0.2% | 47,484 | 0.2% | ETF |
LHX L3Harris Technologies | $1,622,941 | $15,771 ▲ | 1.0% | 7,718 | 0.2% | Aerospace |
DFSV Dimensional US Small Cap Value ETF | $1,588,142 | $2,031 ▲ | 0.1% | 51,597 | 0.2% | ETF |
IVW iShares S&P 500 Growth ETF | $1,434,051 | $91,177 ▲ | 6.8% | 14,124 | 0.1% | ETF |
HD Home Depot | $1,368,150 | $152,492 ▼ | -10.0% | 3,517 | 0.1% | Retail/Wholesale |
JNJ Johnson & Johnson | $1,344,695 | $133,486 ▲ | 11.0% | 9,298 | 0.1% | Medical |
CRM Salesforce | $1,330,068 | $853,945 ▲ | 179.4% | 3,978 | 0.1% | Computer and Technology |
ORCL Oracle | $1,313,024 | $351,295 ▼ | -21.1% | 7,879 | 0.1% | Computer and Technology |
V Visa | $1,221,455 | $58,149 ▼ | -4.5% | 3,865 | 0.1% | Business Services |
IJH iShares Core S&P Mid-Cap ETF | $1,164,602 | $117,083 ▲ | 11.2% | 18,690 | 0.1% | ETF |
KBWB Invesco KBW Bank ETF | $1,155,453 | $1,155,453 ▲ | New Holding | 17,681 | 0.1% | Manufacturing |
NFLX Netflix | $1,142,672 | | 0.0% | 1,282 | 0.1% | Consumer Discretionary |
VOOV Vanguard S&P 500 Value ETF | $1,128,590 | $12,362 ▲ | 1.1% | 6,117 | 0.1% | ETF |
UPST Upstart | $1,109,183 | $27,460 ▼ | -2.4% | 18,015 | 0.1% | Finance |
DFAE Dimensional Emerging Core Equity Market ETF | $1,105,302 | $197,760 ▲ | 21.8% | 43,567 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $1,052,042 | $293,872 ▲ | 38.8% | 4,389 | 0.1% | Finance |
BND Vanguard Total Bond Market ETF | $1,028,148 | $12,584 ▲ | 1.2% | 14,298 | 0.1% | ETF |
ETN Eaton | $1,019,504 | $16,925 ▲ | 1.7% | 3,072 | 0.1% | Industrials |
ISHARES BITCOIN TRUST ETF
| $963,653 | $25,623 ▼ | -2.6% | 18,165 | 0.1% | SHS BEN INT |
NOBL ProShares S&P 500 Aristocrats ETF | $873,476 | $9,258 ▲ | 1.1% | 8,774 | 0.1% | ETF |
LLY Eli Lilly and Company | $842,526 | $39,385 ▲ | 4.9% | 1,091 | 0.1% | Medical |
SCHW Charles Schwab | $781,915 | $5,995 ▲ | 0.8% | 10,565 | 0.1% | Finance |
PCG PG&E | $779,090 | $747 ▲ | 0.1% | 38,607 | 0.1% | Utilities |
COST Costco Wholesale | $777,049 | $77,888 ▼ | -9.1% | 848 | 0.1% | Retail/Wholesale |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $708,290 | $20,245 ▲ | 2.9% | 27,044 | 0.1% | ETF |
IJR iShares Core S&P Small-Cap ETF | $699,840 | $24,542 ▲ | 3.6% | 6,074 | 0.1% | ETF |
CVX Chevron | $667,598 | $40,412 ▼ | -5.7% | 4,609 | 0.1% | Energy |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $665,994 | $38,586 ▲ | 6.2% | 5,178 | 0.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $664,888 | $979 ▲ | 0.1% | 3,395 | 0.1% | ETF |
SCHD Schwab US Dividend Equity ETF | $619,957 | $415,190 ▲ | 202.8% | 22,692 | 0.1% | ETF |
PG Procter & Gamble | $605,551 | $46,942 ▲ | 8.4% | 3,612 | 0.1% | Consumer Staples |
TSM Taiwan Semiconductor Manufacturing | $590,692 | $590,692 ▲ | New Holding | 2,991 | 0.1% | Computer and Technology |
CSCO Cisco Systems | $589,925 | $27,824 ▲ | 4.9% | 9,965 | 0.1% | Computer and Technology |
BAC Bank of America | $579,374 | $10,328 ▲ | 1.8% | 13,183 | 0.1% | Finance |
PALANTIR TECHNOLOGIES INC
| $563,292 | $51,050 ▲ | 10.0% | 7,448 | 0.1% | CL A |
WMT Walmart | $560,713 | $90 ▼ | 0.0% | 6,206 | 0.1% | Retail/Wholesale |
ABBV AbbVie | $541,985 | $95,958 ▲ | 21.5% | 3,050 | 0.1% | Medical |
DFAI Dimensional International Core Equity Market ETF | $468,721 | $194,911 ▲ | 71.2% | 16,052 | 0.0% | ETF |
VOOG Vanguard S&P 500 Growth ETF | $443,386 | $1,098 ▲ | 0.2% | 1,211 | 0.0% | ETF |
WDAY Workday | $430,136 | | 0.0% | 1,667 | 0.0% | Computer and Technology |
VONV Vanguard Russell 1000 Value | $428,512 | | 0.0% | 5,274 | 0.0% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $425,433 | | 0.0% | 2,389 | 0.0% | ETF |
