VV Vanguard Large-Cap ETF | $104,726,937 | $966,605 ▲ | 0.9% | 388,309 | 11.8% | ETF |
VB Vanguard Small-Cap ETF | $85,789,571 | $850,351 ▲ | 1.0% | 357,040 | 9.7% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $43,584,152 | $637,201 ▲ | 1.5% | 911,421 | 4.9% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $40,334,331 | $354,605 ▲ | 0.9% | 1,514,620 | 4.5% | ETF |
VO Vanguard Mid-Cap ETF | $37,277,195 | $389,856 ▲ | 1.1% | 141,132 | 4.2% | ETF |
RDIV Invesco S&P Ultra Dividend Revenue ETF | $34,206,789 | $256,159 ▲ | 0.8% | 708,949 | 3.9% | ETF |
VONE Vanguard Russell 1000 | $33,987,063 | $242,715 ▲ | 0.7% | 127,426 | 3.8% | ETF |
VYM Vanguard High Dividend Yield ETF | $33,905,384 | $271,894 ▲ | 0.8% | 265,737 | 3.8% | ETF |
GDXJ VanEck Junior Gold Miners ETF | $31,566,130 | $186,775 ▲ | 0.6% | 738,389 | 3.6% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $23,349,971 | $228,234 ▲ | 1.0% | 172,490 | 2.6% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $23,178,286 | $39,729 ▲ | 0.2% | 239,198 | 2.6% | Finance |
SPTS SPDR Portfolio Short Term Treasury ETF | $23,161,555 | $435 ▼ | 0.0% | 798,399 | 2.6% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $22,945,293 | $40,359 ▲ | 0.2% | 918,179 | 2.6% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $22,936,694 | $237,639 ▲ | 1.0% | 211,184 | 2.6% | ETF |
VUG Vanguard Growth ETF | $19,968,727 | $144,064 ▼ | -0.7% | 48,652 | 2.2% | ETF |
VTV Vanguard Value ETF | $19,938,461 | $93,115 ▼ | -0.5% | 117,770 | 2.2% | ETF |
GTEK Goldman Sachs Future Tech Leaders Equity ETF | $19,091,211 | $167,183 ▲ | 0.9% | 590,836 | 2.1% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $18,540,581 | $187,135 ▲ | 1.0% | 369,850 | 2.1% | ETF |
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF | $17,825,768 | $134,348 ▲ | 0.8% | 709,060 | 2.0% | ETF |
URA Global X Uranium ETF | $15,712,415 | $154,039 ▲ | 1.0% | 586,722 | 1.8% | ETF |
TIP iShares TIPS Bond ETF | $15,383,476 | $27,277 ▲ | 0.2% | 144,378 | 1.7% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $15,137,458 | $26,380 ▲ | 0.2% | 202,562 | 1.7% | ETF |
EFA iShares MSCI EAFE ETF | $14,337,682 | $209,591 ▼ | -1.4% | 189,627 | 1.6% | Finance |
MUB iShares National Muni Bond ETF | $11,825,985 | $85,879 ▲ | 0.7% | 110,990 | 1.3% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $9,999,715 | $57,698 ▲ | 0.6% | 94,802 | 1.1% | ETF |
VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF
| $7,996,422 | $44,427 ▲ | 0.6% | 80,455 | 0.9% | ETF |
TLT iShares 20+ Year Treasury Bond ETF | $7,718,869 | $5,851 ▼ | -0.1% | 88,387 | 0.9% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $7,561,067 | $15,278 ▲ | 0.2% | 70,770 | 0.9% | Finance |
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF | $5,919,516 | $46,205 ▲ | 0.8% | 235,088 | 0.7% | ETF |
AAPL Apple | $5,155,397 | $320,538 ▼ | -5.9% | 20,587 | 0.6% | Computer and Technology |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | $4,885,125 | $3,632 ▼ | -0.1% | 112,977 | 0.6% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $3,954,097 | | 0.0% | 115,854 | 0.4% | ETF |
IDV iShares International Select Dividend ETF | $3,705,089 | $3,833 ▲ | 0.1% | 135,321 | 0.4% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $3,475,184 | $11,132 ▲ | 0.3% | 51,196 | 0.4% | ETF |
MSFT Microsoft | $3,334,908 | $34,142 ▲ | 1.0% | 7,912 | 0.4% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $3,237,228 | $1,409 ▲ | 0.0% | 73,507 | 0.4% | ETF |
VBR Vanguard Small-Cap Value ETF | $3,222,209 | | 0.0% | 16,259 | 0.4% | ETF |
AMLP Alerian MLP ETF | $2,922,975 | $27,066 ▼ | -0.9% | 60,693 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $2,739,171 | $5,439 ▲ | 0.2% | 6,043 | 0.3% | Finance |
XLK Technology Select Sector SPDR Fund | $2,671,655 | $26,042 ▼ | -1.0% | 11,490 | 0.3% | ETF |
AMZN Amazon.com | $2,447,954 | $114,741 ▲ | 4.9% | 11,158 | 0.3% | Retail/Wholesale |
MGC Vanguard Mega Cap ETF | $2,211,877 | $57,631 ▲ | 2.7% | 10,401 | 0.2% | ETF |
GOOG Alphabet | $2,140,736 | $11,617 ▲ | 0.5% | 11,241 | 0.2% | Computer and Technology |
GOOGL Alphabet | $1,729,256 | $39,564 ▲ | 2.3% | 9,135 | 0.2% | Computer and Technology |
JPM JPMorgan Chase & Co. | $1,662,389 | $6,712 ▲ | 0.4% | 6,935 | 0.2% | Finance |
XME SPDR S&P Metals & Mining ETF | $1,499,959 | | 0.0% | 26,431 | 0.2% | ETF |
SDOG ALPS Sector Dividend Dogs ETF | $1,476,933 | $1,413 ▼ | -0.1% | 26,135 | 0.2% | ETF |
JNJ Johnson & Johnson | $1,411,780 | $2,025 ▲ | 0.1% | 9,762 | 0.2% | Medical |
CSCO Cisco Systems | $1,366,218 | $1,658 ▲ | 0.1% | 23,078 | 0.2% | Computer and Technology |
IBM International Business Machines | $1,299,855 | $1,099 ▲ | 0.1% | 5,913 | 0.1% | Computer and Technology |
NVDA NVIDIA | $1,283,410 | $55,059 ▲ | 4.5% | 9,557 | 0.1% | Computer and Technology |
MMM 3M | $1,272,440 | $3,356 ▼ | -0.3% | 9,857 | 0.1% | Multi-Sector Conglomerates |
UNP Union Pacific | $1,240,310 | $912 ▲ | 0.1% | 5,439 | 0.1% | Transportation |
SPY SPDR S&P 500 ETF Trust | $1,234,480 | $22,275 ▲ | 1.8% | 2,106 | 0.1% | Finance |
IWF iShares Russell 1000 Growth ETF | $1,224,819 | | 0.0% | 3,050 | 0.1% | ETF |
IYE iShares U.S. Energy ETF | $1,217,858 | | 0.0% | 26,725 | 0.1% | ETF |
LOW Lowe's Companies | $1,192,538 | $1,234 ▲ | 0.1% | 4,832 | 0.1% | Retail/Wholesale |
KO Coca-Cola | $1,117,131 | $809 ▼ | -0.1% | 17,943 | 0.1% | Consumer Staples |
V Visa | $1,103,612 | $13,274 ▼ | -1.2% | 3,492 | 0.1% | Business Services |
XOM Exxon Mobil | $1,096,461 | $1,183 ▼ | -0.1% | 10,193 | 0.1% | Oils/Energy |
MCD McDonald's | $1,087,667 | $4,058 ▲ | 0.4% | 3,752 | 0.1% | Retail/Wholesale |
GS The Goldman Sachs Group | $1,083,970 | $5,726 ▼ | -0.5% | 1,893 | 0.1% | Finance |
COST Costco Wholesale | $1,080,285 | $1,833 ▲ | 0.2% | 1,179 | 0.1% | Retail/Wholesale |
CAT Caterpillar | $1,053,455 | | 0.0% | 2,904 | 0.1% | Industrial Products |
VOT Vanguard Mid-Cap Growth ETF | $1,016,523 | | 0.0% | 4,006 | 0.1% | ETF |
XLV Health Care Select Sector SPDR Fund | $1,011,690 | $15,545 ▼ | -1.5% | 7,354 | 0.1% | ETF |
AMGN Amgen | $1,006,331 | $1,824 ▲ | 0.2% | 3,861 | 0.1% | Medical |
HD Home Depot | $994,647 | $7,780 ▲ | 0.8% | 2,557 | 0.1% | Retail/Wholesale |
IWB iShares Russell 1000 ETF | $951,661 | | 0.0% | 2,954 | 0.1% | ETF |
HYMB SPDR Nuveen Bloomberg High Yield Municipal Bond ETF | $939,144 | | 0.0% | 36,714 | 0.1% | ETF |
VZ Verizon Communications | $919,770 | $760 ▼ | -0.1% | 23,000 | 0.1% | Computer and Technology |
IJK iShares S&P Mid-Cap 400 Growth ETF | $915,574 | | 0.0% | 10,069 | 0.1% | ETF |
IWM iShares Russell 2000 ETF | $913,670 | | 0.0% | 4,135 | 0.1% | Finance |
PWR Quanta Services | $908,644 | | 0.0% | 2,875 | 0.1% | Construction |
PEP PepsiCo | $901,108 | $2,129 ▲ | 0.2% | 5,926 | 0.1% | Consumer Staples |
CVX Chevron | $898,587 | $2,462 ▲ | 0.3% | 6,204 | 0.1% | Oils/Energy |
VOE Vanguard Mid-Cap Value ETF | $876,308 | | 0.0% | 5,417 | 0.1% | ETF |
DWX SPDR S&P International Dividend ETF | $870,714 | $23,388 ▲ | 2.8% | 24,906 | 0.1% | ETF |
MGK Vanguard Mega Cap Growth ETF | $843,072 | | 0.0% | 2,455 | 0.1% | ETF |
PANW Palo Alto Networks | $804,991 | $418,144 ▲ | 108.1% | 4,424 | 0.1% | Computer and Technology |
WMT Walmart | $795,803 | $32,526 ▲ | 4.3% | 8,808 | 0.1% | Retail/Wholesale |
ORCL Oracle | $732,050 | | 0.0% | 4,393 | 0.1% | Computer and Technology |
VBK Vanguard Small-Cap Growth ETF | $716,954 | | 0.0% | 2,560 | 0.1% | ETF |
GLD SPDR Gold Shares | $689,828 | | 0.0% | 2,849 | 0.1% | Finance |
PCEF Invesco CEF Income Composite ETF | $670,600 | | 0.0% | 35,000 | 0.1% | ETF |
ILF iShares Latin America 40 ETF | $648,001 | $648,001 ▲ | New Holding | 30,990 | 0.1% | ETF |
PG Procter & Gamble | $634,723 | $47,445 ▼ | -7.0% | 3,786 | 0.1% | Consumer Staples |
DVY iShares Select Dividend ETF | $593,562 | | 0.0% | 4,521 | 0.1% | ETF |
IJR iShares Core S&P Small-Cap ETF | $578,722 | $8,641 ▲ | 1.5% | 5,023 | 0.1% | ETF |
BKNG Booking | $566,400 | $4,968 ▲ | 0.9% | 114 | 0.1% | Retail/Wholesale |
SCHF Schwab International Equity ETF | $564,398 | $270,637 ▲ | 92.1% | 30,508 | 0.1% | ETF |
META Meta Platforms | $563,261 | $18,736 ▲ | 3.4% | 962 | 0.1% | Computer and Technology |
RMD ResMed | $548,856 | | 0.0% | 2,400 | 0.1% | Medical |
INDA iShares MSCI India ETF | $547,351 | $27,110 ▼ | -4.7% | 10,398 | 0.1% | ETF |
VOO Vanguard S&P 500 ETF | $515,641 | | 0.0% | 957 | 0.1% | ETF |
NEE NextEra Energy | $506,848 | $3,369 ▲ | 0.7% | 7,070 | 0.1% | Utilities |
VDE Vanguard Energy ETF | $473,958 | | 0.0% | 3,907 | 0.1% | ETF |
XLY Consumer Discretionary Select Sector SPDR Fund | $463,283 | $7,852 ▼ | -1.7% | 2,065 | 0.1% | Finance |
SCHX Schwab US Large-Cap ETF | $456,878 | $304,585 ▲ | 200.0% | 19,710 | 0.1% | ETF |
IWD iShares Russell 1000 Value ETF | $430,612 | | 0.0% | 2,326 | 0.0% | ETF |
