VOO Vanguard S&P 500 ETF | $466,296,854 | $1,115,185 ▲ | 0.2% | 907,351 | 22.4% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $128,398,080 | $5,389,756 ▼ | -4.0% | 1,297,999 | 6.2% | Finance |
SPY SPDR S&P 500 ETF Trust | $108,149,355 | $312,520 ▼ | -0.3% | 192,753 | 5.2% | Finance |
BND Vanguard Total Bond Market ETF | $89,128,634 | $5,745,773 ▼ | -6.1% | 1,213,460 | 4.3% | ETF |
VPL Vanguard FTSE Pacific ETF | $81,082,218 | $296,941 ▼ | -0.4% | 1,118,993 | 3.9% | ETF |
VGK Vanguard FTSE Europe ETF | $68,094,272 | $2,304,362 ▲ | 3.5% | 969,866 | 3.3% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $65,323,168 | $5,002,316 ▲ | 8.3% | 1,443,287 | 3.1% | ETF |
IEF iShares 7-10 Year Treasury Bond ETF | $64,442,957 | $50,560,991 ▲ | 364.2% | 675,715 | 3.1% | ETF |
BRK.B Berkshire Hathaway | $59,349,650 | $7,989 ▼ | 0.0% | 111,438 | 2.8% | Finance |
RSP Invesco S&P 500 Equal Weight ETF | $48,627,576 | $23,252,841 ▲ | 91.6% | 280,711 | 2.3% | ETF |
QQQ Invesco QQQ | $48,597,617 | $5,815,465 ▲ | 13.6% | 103,480 | 2.3% | Finance |
IEUR iShares Core MSCI Europe ETF | $47,788,909 | $1,139,240 ▼ | -2.3% | 794,496 | 2.3% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $45,465,198 | $10,115,281 ▲ | 28.6% | 916,268 | 2.2% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $42,881,165 | $843,659 ▼ | -1.9% | 794,537 | 2.1% | ETF |
VO Vanguard Mid-Cap ETF | $38,086,644 | $265,085 ▼ | -0.7% | 147,269 | 1.8% | ETF |
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund | $34,505,461 | $775,657 ▲ | 2.3% | 629,202 | 1.7% | ETF |
XLE Energy Select Sector SPDR Fund | $32,612,119 | $25,512 ▼ | -0.1% | 348,979 | 1.6% | ETF |
VTI Vanguard Total Stock Market ETF | $30,045,112 | $389,722 ▲ | 1.3% | 109,319 | 1.4% | ETF |
AAPL Apple | $28,195,552 | $43,759 ▲ | 0.2% | 126,933 | 1.4% | Computer and Technology |
URA Global X Uranium ETF | $27,568,301 | $9,221,636 ▲ | 50.3% | 1,202,805 | 1.3% | ETF |
TIP iShares TIPS Bond ETF | $25,856,919 | $2,332,895 ▲ | 9.9% | 232,756 | 1.2% | ETF |
NVDA NVIDIA | $25,588,245 | $15,225,723 ▲ | 146.9% | 235,320 | 1.2% | Computer and Technology |
TLH iShares 10-20 Year Treasury Bond ETF | $25,027,868 | $1,525,647 ▲ | 6.5% | 241,232 | 1.2% | ETF |
EWC iShares MSCI Canada ETF | $22,583,200 | $239,895 ▲ | 1.1% | 554,189 | 1.1% | ETF |
MLPX Global X MLP & Energy Infrastructure ETF | $19,636,827 | $833,486 ▼ | -4.1% | 307,739 | 0.9% | ETF |
ISHARES BITCOIN TRUST ETF
| $17,227,672 | $16,149 ▲ | 0.1% | 368,034 | 0.8% | SHS BEN INT |
VUG Vanguard Growth ETF | $16,281,275 | | 0.0% | 43,906 | 0.8% | ETF |
XBI SPDR S&P Biotech ETF | $15,382,434 | $22,708 ▲ | 0.1% | 189,672 | 0.7% | ETF |
GLD SPDR Gold Shares | $14,677,852 | $40,051 ▼ | -0.3% | 50,940 | 0.7% | Finance |
SCHW Charles Schwab | $13,632,619 | $3,366 ▲ | 0.0% | 174,152 | 0.7% | Finance |
IVV iShares Core S&P 500 ETF | $13,482,229 | | 0.0% | 23,994 | 0.6% | ETF |
EPI WisdomTree India Earnings Fund | $12,928,150 | $13,113 ▲ | 0.1% | 295,771 | 0.6% | Finance |
PNC The PNC Financial Services Group | $12,714,850 | $1,933 ▲ | 0.0% | 72,338 | 0.6% | Finance |
WIP SPDR FTSE International Government Inflation-Protected Bond ETF | $11,700,606 | $1,319,664 ▲ | 12.7% | 312,007 | 0.6% | ETF |
EPD Enterprise Products Partners | $11,341,342 | | 0.0% | 332,201 | 0.5% | Energy |
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $11,261,784 | $4,077,215 ▲ | 56.7% | 122,771 | 0.5% | ETF |
OWL Blue Owl Capital | $11,103,102 | $1,964 ▼ | 0.0% | 554,047 | 0.5% | Finance |
VNQ Vanguard Real Estate ETF | $10,950,805 | $551,750 ▲ | 5.3% | 120,950 | 0.5% | ETF |
MELI MercadoLibre | $10,245,969 | | 0.0% | 5,252 | 0.5% | Retail/Wholesale |
IPAC iShares Core MSCI Pacific ETF | $8,729,838 | $8,714 ▼ | -0.1% | 140,261 | 0.4% | ETF |
AMZN Amazon.com | $7,861,733 | $119,293 ▼ | -1.5% | 41,321 | 0.4% | Retail/Wholesale |
VTV Vanguard Value ETF | $7,597,713 | $173 ▲ | 0.0% | 43,984 | 0.4% | ETF |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $7,182,854 | $64,264,158 ▼ | -89.9% | 120,923 | 0.3% | ETF |
IXC iShares Global Energy ETF | $6,775,264 | $110,729 ▼ | -1.6% | 161,047 | 0.3% | ETF |
MUB iShares National Muni Bond ETF | $6,689,535 | | 0.0% | 63,444 | 0.3% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $6,679,160 | $69,993 ▲ | 1.1% | 131,402 | 0.3% | ETF |
BABA Alibaba Group | $6,581,219 | $26,446 ▲ | 0.4% | 49,771 | 0.3% | Retail/Wholesale |
TSLA Tesla | $6,445,050 | $78,785 ▼ | -1.2% | 24,869 | 0.3% | Auto/Tires/Trucks |
MSFT Microsoft | $6,248,884 | $5,460,547 ▼ | -46.6% | 16,646 | 0.3% | Computer and Technology |
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF | $6,095,036 | $193,208 ▲ | 3.3% | 128,047 | 0.3% | Finance |
SCHP Schwab U.S. TIPS ETF | $6,075,796 | $1,231,024 ▼ | -16.8% | 225,950 | 0.3% | ETF |
EMLP First Trust North American Energy Infrastructure Fund | $5,282,678 | $101,223 ▲ | 2.0% | 140,909 | 0.3% | ETF |
GS The Goldman Sachs Group | $5,008,933 | | 0.0% | 9,169 | 0.2% | Finance |
IJH iShares Core S&P Mid-Cap ETF | $4,917,196 | $1,479,693 ▼ | -23.1% | 84,271 | 0.2% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $4,557,280 | $249,855 ▼ | -5.2% | 38,577 | 0.2% | ETF |
VB Vanguard Small-Cap ETF | $4,332,264 | $21,066 ▼ | -0.5% | 19,537 | 0.2% | ETF |
VWOB Vanguard Emerging Markets Government Bond ETF | $4,224,280 | $853,985 ▼ | -16.8% | 65,799 | 0.2% | ETF |
PALANTIR TECHNOLOGIES INC
| $3,898,014 | $802,644 ▲ | 25.9% | 46,185 | 0.2% | CL A |
VTES Vanguard Short-Term Tax-Exempt Bond ETF | $3,434,136 | $725,483 ▼ | -17.4% | 34,167 | 0.2% | ETF |
MAR Marriott International | $3,421,505 | | 0.0% | 14,364 | 0.2% | Consumer Discretionary |
QQQM Invesco NASDAQ 100 ETF | $3,344,072 | $415,572 ▲ | 14.2% | 17,325 | 0.2% | ETF |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $3,224,732 | $99,649 ▲ | 3.2% | 35,597 | 0.2% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $2,977,709 | $277,622 ▼ | -8.5% | 28,198 | 0.1% | ETF |
COST Costco Wholesale | $2,894,087 | $100,253 ▼ | -3.3% | 3,060 | 0.1% | Retail/Wholesale |
DBB Invesco DB Base Metals Fund | $2,629,625 | $287,850 ▲ | 12.3% | 137,031 | 0.1% | Finance |
XLF Financial Select Sector SPDR Fund | $2,614,114 | $743,609 ▼ | -22.1% | 52,482 | 0.1% | ETF |
IWM iShares Russell 2000 ETF | $2,496,497 | $522,082 ▲ | 26.4% | 12,514 | 0.1% | Finance |
XLU Utilities Select Sector SPDR Fund | $2,478,080 | $2,478,080 ▲ | New Holding | 31,428 | 0.1% | ETF |
XLP Consumer Staples Select Sector SPDR Fund | $2,422,856 | $828,064 ▼ | -25.5% | 29,666 | 0.1% | ETF |
XLY Consumer Discretionary Select Sector SPDR Fund | $2,346,955 | $506,078 ▼ | -17.7% | 11,886 | 0.1% | Finance |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $2,080,396 | $19,744,466 ▼ | -90.5% | 62,587 | 0.1% | ETF |
IVE iShares S&P 500 Value ETF | $2,077,322 | | 0.0% | 10,900 | 0.1% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $1,996,696 | $253,214 ▲ | 14.5% | 16,378 | 0.1% | Manufacturing |
JPM JPMorgan Chase & Co. | $1,932,298 | $182,510 ▲ | 10.4% | 7,877 | 0.1% | Finance |
FCX Freeport-McMoRan | $1,883,346 | $19,195 ▼ | -1.0% | 49,745 | 0.1% | Basic Materials |
CRWD CrowdStrike | $1,823,544 | | 0.0% | 5,172 | 0.1% | Computer and Technology |
IWB iShares Russell 1000 ETF | $1,822,649 | | 0.0% | 5,942 | 0.1% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $1,759,787 | $3,743 ▼ | -0.2% | 3,291 | 0.1% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $1,559,740 | $83 ▼ | 0.0% | 18,853 | 0.1% | Manufacturing |
GOOG Alphabet | $1,444,164 | $1,094 ▼ | -0.1% | 9,244 | 0.1% | Computer and Technology |
BUCK Simplify Treasury Option Income ETF | $1,438,301 | $1,438,301 ▲ | New Holding | 58,278 | 0.1% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $1,399,461 | $203,412 ▼ | -12.7% | 17,131 | 0.1% | Manufacturing |
BXSL Blackstone Secured Lending Fund | $1,348,888 | | 0.0% | 40,715 | 0.1% | Finance |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $1,331,543 | $288,919 ▲ | 27.7% | 28,044 | 0.1% | ETF |
EWL iShares MSCI Switzerland ETF | $1,283,408 | $29,572 ▲ | 2.4% | 24,781 | 0.1% | ETF |
CSWI CSW Industrials | $1,265,215 | | 0.0% | 4,340 | 0.1% | Basic Materials |
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $1,259,046 | $6,720 ▼ | -0.5% | 92,373 | 0.1% | Manufacturing |
UNH UnitedHealth Group | $1,237,098 | $6,809 ▼ | -0.5% | 2,362 | 0.1% | Medical |
VT Vanguard Total World Stock ETF | $1,199,174 | $10,784 ▲ | 0.9% | 10,342 | 0.1% | ETF |
BBEU JPMorgan BetaBuilders Europe ETF | $1,187,136 | | 0.0% | 19,200 | 0.1% | ETF |
VV Vanguard Large-Cap ETF | $1,164,860 | | 0.0% | 4,532 | 0.1% | ETF |
ESGV Vanguard ESG US Stock ETF | $1,163,873 | $1,567 ▲ | 0.1% | 11,882 | 0.1% | ETF |
V Visa | $1,124,451 | $39,596 ▲ | 3.6% | 3,209 | 0.1% | Business Services |
COF Capital One Financial | $1,067,732 | $5,379 ▲ | 0.5% | 5,955 | 0.1% | Finance |
HEDJ WisdomTree Europe Hedged Equity Fund | $1,054,721 | | 0.0% | 22,214 | 0.1% | Finance |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $1,052,085 | | 0.0% | 34,953 | 0.1% | ETF |
COIN Coinbase Global | $1,012,540 | $1,012,540 ▲ | New Holding | 5,879 | 0.0% | Finance |
GOOGL Alphabet | $1,007,146 | $261,645 ▲ | 35.1% | 6,513 | 0.0% | Computer and Technology |
SCZ iShares MSCI EAFE Small-Cap ETF | $1,006,887 | | 0.0% | 15,849 | 0.0% | ETF |
VGSH Vanguard Short-Term Treasury Index ETF | $971,464 | $278,257 ▼ | -22.3% | 16,552 | 0.0% | ETF |
