VV Vanguard Large-Cap ETF | $100,476,383 | $1,033,357 ▲ | 1.0% | 352,178 | 10.5% | ETF |
VB Vanguard Small-Cap ETF | $81,987,260 | $1,138,689 ▲ | 1.4% | 345,967 | 8.6% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $50,514,110 | $326,268 ▲ | 0.7% | 886,057 | 5.3% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $46,133,218 | $202,601 ▲ | 0.4% | 1,530,631 | 4.8% | ETF |
GDXJ VanEck Junior Gold Miners ETF | $43,900,111 | $247,988 ▲ | 0.6% | 649,506 | 4.6% | ETF |
VONE Vanguard Russell 1000 ETF | $39,459,145 | $84,820 ▲ | 0.2% | 140,494 | 4.1% | ETF |
VO Vanguard Mid-Cap ETF | $38,215,823 | $239,814 ▲ | 0.6% | 136,568 | 4.0% | ETF |
VYM Vanguard High Dividend Yield ETF | $34,846,834 | $804,393 ▲ | 2.4% | 261,397 | 3.6% | ETF |
RDIV Invesco S&P Ultra Dividend Revenue ETF | $34,023,216 | $386,676 ▲ | 1.1% | 711,039 | 3.6% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $25,301,059 | $67,754 ▼ | -0.3% | 255,051 | 2.6% | Finance |
URA Global X Uranium ETF | $24,587,222 | $264,956 ▲ | 1.1% | 633,528 | 2.6% | ETF |
SPTS SPDR Portfolio Short Term Treasury ETF | $24,476,950 | $41,592 ▼ | -0.2% | 835,676 | 2.6% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $22,399,945 | $309,451 ▲ | 1.4% | 168,370 | 2.3% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $21,548,340 | $252,804 ▲ | 1.2% | 216,588 | 2.3% | ETF |
GTEK Goldman Sachs Future Tech Leaders Equity ETF | $19,896,821 | $248,808 ▲ | 1.3% | 551,464 | 2.1% | ETF |
VTV Vanguard Value ETF | $19,836,237 | $220,748 ▼ | -1.1% | 112,234 | 2.1% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $19,269,035 | $217,938 ▼ | -1.1% | 393,005 | 2.0% | ETF |
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF | $19,109,819 | $10,241 ▲ | 0.1% | 753,839 | 2.0% | ETF |
EFA iShares MSCI EAFE ETF | $17,532,936 | $121,660 ▼ | -0.7% | 196,140 | 1.8% | Finance |
VUG Vanguard Growth ETF | $17,445,251 | $158,262 ▼ | -0.9% | 39,793 | 1.8% | ETF |
TIP iShares TIPS Bond ETF | $16,859,228 | $86,051 ▲ | 0.5% | 153,210 | 1.8% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $16,726,399 | $15,932 ▲ | 0.1% | 216,271 | 1.7% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $10,406,858 | $107,722 ▼ | -1.0% | 97,864 | 1.1% | ETF |
TLT iShares 20+ Year Treasury Bond ETF | $9,128,966 | $64,952 ▲ | 0.7% | 103,444 | 1.0% | ETF |
VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF
| $8,818,755 | $125,565 ▲ | 1.4% | 89,476 | 0.9% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $8,464,194 | $44,611 ▲ | 0.5% | 77,221 | 0.9% | Finance |
SPDR SSGA MY2030 CORPORATE BOND ETF
| $8,347,883 | $46,524 ▲ | 0.6% | 335,356 | 0.9% | ETF |
SPDR SSGA MY2029 CORPORATE BOND ETF
| $8,289,377 | $47,439 ▲ | 0.6% | 332,173 | 0.9% | ETF |
SPDR SSGA MY2028 CORPORATE BOND ETF
| $8,244,539 | $88,709 ▲ | 1.1% | 329,189 | 0.9% | ETF |
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF | $6,425,757 | $3,507 ▲ | 0.1% | 252,883 | 0.7% | ETF |
SPDR SSGA MY2030 MUNICIPAL BOND ETF
| $5,590,228 | $8,935 ▲ | 0.2% | 228,359 | 0.6% | ETF |
SPDR SSGA MY2029 MUNICIPAL BOND ETF
| $5,586,351 | $8,910 ▲ | 0.2% | 228,855 | 0.6% | ETF |
IDV iShares International Select Dividend ETF | $5,371,136 | $124,685 ▲ | 2.4% | 155,640 | 0.6% | ETF |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | $4,966,329 | $122,227 ▲ | 2.5% | 117,020 | 0.5% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $4,610,637 | | 0.0% | 113,871 | 0.5% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $4,521,729 | $99,417 ▲ | 2.2% | 56,444 | 0.5% | ETF |
MSFT Microsoft | $4,456,296 | $550,633 ▲ | 14.1% | 8,959 | 0.5% | Computer and Technology |
BRK.B Berkshire Hathaway | $4,359,786 | $1,434,965 ▲ | 49.1% | 8,975 | 0.5% | Finance |
AAPL Apple | $4,251,943 | $71,194 ▲ | 1.7% | 20,724 | 0.4% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $3,889,809 | $365,755 ▲ | 10.4% | 78,646 | 0.4% | ETF |
VBR Vanguard Small-Cap Value ETF | $2,932,560 | $4,095 ▲ | 0.1% | 15,038 | 0.3% | ETF |
XLK Technology Select Sector SPDR Fund | $2,775,907 | $9,370 ▼ | -0.3% | 10,962 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $2,681,513 | $327,430 ▲ | 13.9% | 24,536 | 0.3% | ETF |
AMZN Amazon.com | $2,391,351 | $44,317 ▼ | -1.8% | 10,900 | 0.2% | Retail/Wholesale |
MGC Vanguard Mega Cap ETF | $2,212,313 | $165,541 ▼ | -7.0% | 9,836 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $2,133,448 | $128,140 ▲ | 6.4% | 7,359 | 0.2% | Finance |
MCD McDonald's | $2,071,485 | $143,748 ▲ | 7.5% | 7,090 | 0.2% | Retail/Wholesale |
GOOG Alphabet | $1,860,112 | $46,299 ▼ | -2.4% | 10,486 | 0.2% | Computer and Technology |
AMLP Alerian MLP ETF | $1,745,817 | $1,285,751 ▼ | -42.4% | 35,731 | 0.2% | ETF |
JNJ Johnson & Johnson | $1,744,558 | $53,768 ▲ | 3.2% | 11,421 | 0.2% | Medical |
XME SPDR S&P Metals & Mining ETF | $1,731,991 | $2,353 ▲ | 0.1% | 25,766 | 0.2% | ETF |
KBWY Invesco KBW Premium Yield Equity REIT ETF | $1,709,002 | $1,709,002 ▲ | New Holding | 108,646 | 0.2% | ETF |
GOOGL Alphabet | $1,672,070 | $30,840 ▲ | 1.9% | 9,488 | 0.2% | Computer and Technology |
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF | $1,639,336 | $1,639,336 ▲ | New Holding | 121,757 | 0.2% | ETF |
CSCO Cisco Systems | $1,623,839 | $102,197 ▲ | 6.7% | 23,405 | 0.2% | Computer and Technology |
GLD SPDR Gold Shares | $1,607,978 | | 0.0% | 5,275 | 0.2% | Finance |
IBM International Business Machines | $1,550,248 | $61,609 ▲ | 4.1% | 5,259 | 0.2% | Computer and Technology |
PG Procter & Gamble | $1,541,580 | $27,881 ▲ | 1.8% | 9,676 | 0.2% | Consumer Staples |
SCHX Schwab US Large-Cap ETF | $1,461,512 | $1,039,409 ▲ | 246.2% | 59,800 | 0.2% | ETF |
KO CocaCola | $1,426,320 | $51,931 ▲ | 3.8% | 20,160 | 0.1% | Consumer Staples |
SPY SPDR S&P 500 ETF Trust | $1,424,968 | $143,362 ▲ | 11.2% | 2,306 | 0.1% | Finance |
V Visa | $1,423,751 | $199,183 ▲ | 16.3% | 4,010 | 0.1% | Business Services |
COST Costco Wholesale | $1,405,722 | $237,587 ▲ | 20.3% | 1,420 | 0.1% | Retail/Wholesale |
AMGN Amgen | $1,344,117 | $70,640 ▲ | 5.5% | 4,814 | 0.1% | Medical |
UNP Union Pacific | $1,342,517 | $92,032 ▲ | 7.4% | 5,835 | 0.1% | Transportation |
MUB iShares National Muni Bond ETF | $1,280,611 | $173,019 ▼ | -11.9% | 12,257 | 0.1% | ETF |
IWF iShares Russell 1000 Growth ETF | $1,238,075 | $11,464 ▼ | -0.9% | 2,916 | 0.1% | ETF |
AMPLIFY JUNIOR SILVER MINERS ETF
| $1,226,106 | $2,472 ▲ | 0.2% | 82,845 | 0.1% | ETF |
CVX Chevron | $1,199,646 | $229,820 ▲ | 23.7% | 8,378 | 0.1% | Energy |
VZ Verizon Communications | $1,174,824 | $29,121 ▲ | 2.5% | 27,151 | 0.1% | Computer and Technology |
CAT Caterpillar | $1,154,925 | $46,973 ▲ | 4.2% | 2,975 | 0.1% | Industrials |
SCHF Schwab International Equity ETF | $1,150,835 | $488,056 ▲ | 73.6% | 52,074 | 0.1% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $1,138,982 | | 0.0% | 4,005 | 0.1% | ETF |
LOW Lowe's Companies | $1,119,334 | $51,474 ▲ | 4.8% | 5,045 | 0.1% | Retail/Wholesale |
XLV Health Care Select Sector SPDR Fund | $1,060,797 | | 0.0% | 7,870 | 0.1% | ETF |
PWR Quanta Services | $1,059,758 | $27,222 ▼ | -2.5% | 2,803 | 0.1% | Construction |
DWX SPDR S&P International Dividend ETF | $1,049,788 | | 0.0% | 24,906 | 0.1% | ETF |
XOM Exxon Mobil | $1,018,171 | $12,181 ▼ | -1.2% | 9,445 | 0.1% | Energy |
SCHA Schwab US Small-Cap ETF | $1,016,807 | $759,708 ▲ | 295.5% | 40,190 | 0.1% | ETF |
IWB iShares Russell 1000 ETF | $989,167 | $8,150 ▼ | -0.8% | 2,913 | 0.1% | ETF |
HD Home Depot | $988,461 | $73,328 ▲ | 8.0% | 2,696 | 0.1% | Retail/Wholesale |
NVDA NVIDIA | $974,166 | $6,952 ▼ | -0.7% | 6,166 | 0.1% | Computer and Technology |
ORCL Oracle | $958,255 | $2,186 ▼ | -0.2% | 4,383 | 0.1% | Computer and Technology |
PEP PepsiCo | $925,732 | $144,452 ▲ | 18.5% | 7,011 | 0.1% | Consumer Staples |
IJK iShares S&P Mid-Cap 400 Growth ETF | $915,168 | | 0.0% | 10,059 | 0.1% | ETF |
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF | $909,773 | | 0.0% | 36,714 | 0.1% | ETF |
MGK Vanguard Mega Cap Growth ETF | $905,172 | $12,084 ▼ | -1.3% | 2,472 | 0.1% | ETF |
HWM Howmet Aerospace | $897,519 | $897,519 ▲ | New Holding | 4,822 | 0.1% | Aerospace |
PANW Palo Alto Networks | $893,458 | $23,124 ▼ | -2.5% | 4,366 | 0.1% | Computer and Technology |
IWM iShares Russell 2000 ETF | $891,428 | | 0.0% | 4,131 | 0.1% | Finance |
VOE Vanguard Mid-Cap Value ETF | $890,880 | | 0.0% | 5,417 | 0.1% | ETF |
WMT Walmart | $841,690 | | 0.0% | 8,608 | 0.1% | Retail/Wholesale |
MRK Merck & Co., Inc. | $816,931 | $44,330 ▲ | 5.7% | 10,320 | 0.1% | Medical |
META Meta Platforms | $722,590 | $11,809 ▼ | -1.6% | 979 | 0.1% | Computer and Technology |
VBK Vanguard Small-Cap Growth ETF | $708,966 | | 0.0% | 2,560 | 0.1% | ETF |
IYE iShares U.S. Energy ETF | $699,644 | $1,899 ▲ | 0.3% | 15,472 | 0.1% | ETF |
PCEF Invesco CEF Income Composite ETF | $683,900 | | 0.0% | 35,000 | 0.1% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $659,368 | | 0.0% | 12,906 | 0.1% | ETF |
BNDX Vanguard Total International Bond ETF | $652,443 | | 0.0% | 13,178 | 0.1% | ETF |
BKNG Booking | $642,606 | $11,578 ▼ | -1.8% | 111 | 0.1% | Retail/Wholesale |
