VV Vanguard Large-Cap ETF | $147,994,183 | $3,083,515 ▼ | -2.0% | 518,733 | 24.1% | ETF |
VXUS Vanguard Total International Stock ETF | $38,154,827 | $788,802 ▼ | -2.0% | 552,247 | 6.2% | ETF |
VXF Vanguard Extended Market ETF | $37,738,518 | $53,766 ▲ | 0.1% | 195,831 | 6.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $26,342,538 | $4,377,346 ▲ | 19.9% | 42,637 | 4.3% | Finance |
AAPL Apple | $23,820,008 | $62,166 ▼ | -0.3% | 116,099 | 3.9% | Computer and Technology |
SCHG Schwab U.S. Large-Cap Growth ETF | $18,280,434 | $419,368 ▼ | -2.2% | 625,828 | 3.0% | ETF |
SCHB Schwab US Broad Market ETF | $16,785,092 | $353,256 ▼ | -2.1% | 704,368 | 2.7% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $16,007,368 | $826,433 ▲ | 5.4% | 161,365 | 2.6% | Finance |
SCHZ Schwab U.S. Aggregate Bond ETF | $15,101,696 | $227,195 ▼ | -1.5% | 649,813 | 2.5% | ETF |
MOAT VanEck Morningstar Wide Moat ETF | $14,467,236 | $928,717 ▲ | 6.9% | 154,250 | 2.4% | ETF |
IEFA iShares Core MSCI EAFE ETF | $13,892,177 | $139,161 ▲ | 1.0% | 166,413 | 2.3% | ETF |
VO Vanguard Mid-Cap ETF | $13,328,077 | $322,365 ▲ | 2.5% | 47,629 | 2.2% | ETF |
MGV Vanguard Mega Cap Value ETF | $10,731,774 | $129,888 ▼ | -1.2% | 81,797 | 1.8% | ETF |
TSPA T. Rowe Price U.S. Equity Research ETF | $10,718,447 | $483,173 ▲ | 4.7% | 275,607 | 1.7% | Manufacturing |
SCHV Schwab U.S. Large-Cap Value ETF | $10,516,979 | $112,561 ▲ | 1.1% | 380,088 | 1.7% | ETF |
VB Vanguard Small-Cap ETF | $9,714,096 | $677,750 ▲ | 7.5% | 40,992 | 1.6% | ETF |
SCHF Schwab International Equity ETF | $8,558,208 | $282,594 ▼ | -3.2% | 387,248 | 1.4% | ETF |
MSFT Microsoft | $7,926,521 | $311,888 ▼ | -3.8% | 15,935 | 1.3% | Computer and Technology |
IXUS iShares Core MSCI Total International Stock ETF | $6,840,635 | $654,044 ▲ | 10.6% | 88,483 | 1.1% | Manufacturing |
SCHM Schwab U.S. Mid-Cap ETF | $6,654,105 | $401,369 ▲ | 6.4% | 237,222 | 1.1% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $6,543,104 | $158,966 ▲ | 2.5% | 49,516 | 1.1% | ETF |
IVV iShares Core S&P 500 ETF | $5,851,695 | $104,927 ▲ | 1.8% | 9,425 | 1.0% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $5,520,178 | $202,639 ▲ | 3.8% | 111,608 | 0.9% | ETF |
SMMD iShares Russell 2500 ETF | $5,277,770 | $572,735 ▲ | 12.2% | 77,867 | 0.9% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $4,881,588 | $589,068 ▲ | 13.7% | 81,320 | 0.8% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $4,753,142 | $52,677 ▼ | -1.1% | 83,374 | 0.8% | ETF |
SCHA Schwab US Small-Cap ETF | $4,711,678 | $64,490 ▲ | 1.4% | 186,232 | 0.8% | ETF |
VTI Vanguard Total Stock Market ETF | $4,588,479 | $52,277 ▼ | -1.1% | 15,097 | 0.7% | ETF |
LMBS First Trust Low Duration Opportunities ETF | $4,338,786 | $29,950 ▼ | -0.7% | 88,080 | 0.7% | Manufacturing |
JPM JPMorgan Chase & Co. | $4,067,149 | $17,683 ▲ | 0.4% | 14,030 | 0.7% | Finance |
GOOGL Alphabet | $3,957,088 | $141,683 ▲ | 3.7% | 22,455 | 0.6% | Computer and Technology |
XOM Exxon Mobil | $3,777,891 | $862 ▲ | 0.0% | 35,046 | 0.6% | Energy |
AMZN Amazon.com | $3,690,579 | $2,633 ▼ | -0.1% | 16,822 | 0.6% | Retail/Wholesale |
TSLA Tesla | $3,525,116 | $34,943 ▼ | -1.0% | 11,097 | 0.6% | Auto/Tires/Trucks |
JCPB JPMorgan Core Plus Bond ETF | $3,371,483 | $604,629 ▲ | 21.9% | 71,642 | 0.5% | ETF |
UITB VictoryShares Core Intermediate Bond ETF | $3,292,551 | $26,735 ▼ | -0.8% | 69,951 | 0.5% | ETF |
NYF iShares New York Muni Bond ETF | $3,062,377 | $316,905 ▼ | -9.4% | 58,734 | 0.5% | ETF |
IWF iShares Russell 1000 Growth ETF | $2,995,429 | $26,324 ▼ | -0.9% | 7,055 | 0.5% | ETF |
MGC Vanguard Mega Cap ETF | $2,939,774 | $1,025,581 ▼ | -25.9% | 13,071 | 0.5% | ETF |
HD Home Depot | $2,930,900 | $20,898 ▲ | 0.7% | 7,994 | 0.5% | Retail/Wholesale |
IMCG iShares Morningstar Mid-Cap Growth ETF | $2,732,133 | $1,585,300 ▲ | 138.2% | 34,053 | 0.4% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $2,545,218 | $49,785 ▲ | 2.0% | 35,020 | 0.4% | ETF |
GOOG Alphabet | $2,529,495 | $27,496 ▲ | 1.1% | 14,259 | 0.4% | Computer and Technology |
NVDA NVIDIA | $2,424,512 | $85,162 ▼ | -3.4% | 15,345 | 0.4% | Computer and Technology |
BRK.B Berkshire Hathaway | $2,290,465 | $18,946 ▲ | 0.8% | 4,715 | 0.4% | Finance |
EFA iShares MSCI EAFE ETF | $2,016,060 | $2,592 ▲ | 0.1% | 22,553 | 0.3% | Finance |
SCHE Schwab Emerging Markets Equity ETF | $1,798,267 | $61,455 ▲ | 3.5% | 59,664 | 0.3% | ETF |
LLY Eli Lilly and Company | $1,647,927 | $3,898 ▲ | 0.2% | 2,114 | 0.3% | Medical |
IMCV iShares Morningstar Mid-Cap Value ETF | $1,558,334 | $1,093,417 ▲ | 235.2% | 20,510 | 0.3% | ETF |
IWB iShares Russell 1000 ETF | $1,540,582 | $8,489 ▼ | -0.5% | 4,537 | 0.3% | ETF |
SCHX Schwab US Large-Cap ETF | $1,533,539 | $29,645 ▲ | 2.0% | 62,748 | 0.3% | ETF |
MMM 3M | $1,457,636 | $457 ▲ | 0.0% | 9,575 | 0.2% | Multi-Sector Conglomerates |
MA Mastercard | $1,456,548 | $2,810 ▼ | -0.2% | 2,592 | 0.2% | Business Services |
PM Philip Morris International | $1,436,824 | $13,660 ▲ | 1.0% | 7,889 | 0.2% | Consumer Staples |
IWP iShares Russell Mid-Cap Growth ETF | $1,424,370 | $3,883 ▼ | -0.3% | 10,270 | 0.2% | ETF |
PG Procter & Gamble | $1,216,151 | $42,859 ▼ | -3.4% | 7,633 | 0.2% | Consumer Staples |
JNJ Johnson & Johnson | $1,204,465 | $17,719 ▼ | -1.4% | 7,885 | 0.2% | Medical |
T AT&T | $1,168,082 | $11,084 ▲ | 1.0% | 40,362 | 0.2% | Computer and Technology |
META Meta Platforms | $1,087,042 | $204,559 ▲ | 23.2% | 1,472 | 0.2% | Computer and Technology |
UNH UnitedHealth Group | $1,079,485 | $12,792 ▲ | 1.2% | 3,460 | 0.2% | Medical |
MO Altria Group | $1,049,842 | | 0.0% | 17,906 | 0.2% | Consumer Staples |
KKR KKR & Co. Inc. | $1,037,635 | $96,713 ▼ | -8.5% | 7,800 | 0.2% | Finance |
ED Consolidated Edison | $982,338 | $15,855 ▼ | -1.6% | 9,789 | 0.2% | Utilities |
SCHC Schwab International Small-Cap Equity ETF | $982,235 | $39,821 ▲ | 4.2% | 23,063 | 0.2% | ETF |
CIBR First Trust Nasdaq Cybersecurity ETF | $931,125 | | 0.0% | 12,321 | 0.2% | Manufacturing |
HSIC Henry Schein | $917,873 | $156,035 ▲ | 20.5% | 12,565 | 0.1% | Medical |
EFG iShares MSCI EAFE Growth ETF | $911,865 | $75,830 ▼ | -7.7% | 8,141 | 0.1% | ETF |
TEMPUS AI INC
| $889,560 | $127,080 ▲ | 16.7% | 14,000 | 0.1% | CL A |
VTV Vanguard Value ETF | $877,785 | $6,894 ▼ | -0.8% | 4,966 | 0.1% | ETF |
COST Costco Wholesale | $809,842 | | 0.0% | 818 | 0.1% | Retail/Wholesale |
CL Colgate-Palmolive | $799,847 | $11,454 ▼ | -1.4% | 8,799 | 0.1% | Consumer Staples |
WVE WAVE Life Sciences | $792,434 | | 0.0% | 121,913 | 0.1% | Medical |
VZ Verizon Communications | $780,130 | $20,769 ▲ | 2.7% | 18,030 | 0.1% | Computer and Technology |
MUB iShares National Muni Bond ETF | $768,177 | $1,414,419 ▼ | -64.8% | 7,352 | 0.1% | ETF |
ICF iShares Select U.S. REIT ETF | $741,444 | $7,767 ▼ | -1.0% | 12,124 | 0.1% | ETF |
V Visa | $709,852 | $6,392 ▲ | 0.9% | 1,999 | 0.1% | Business Services |
SKYY First Trust Cloud Computing ETF | $682,261 | $18,850 ▲ | 2.8% | 5,610 | 0.1% | Manufacturing |
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF | $650,528 | $160,680 ▼ | -19.8% | 26,251 | 0.1% | ETF |
EMN Eastman Chemical | $605,873 | | 0.0% | 8,115 | 0.1% | Basic Materials |
COF Capital One Financial | $584,464 | $113,829 ▲ | 24.2% | 2,747 | 0.1% | Finance |
IDEV iShares Core MSCI International Developed Markets ETF | $574,900 | $60,836 ▲ | 11.8% | 7,560 | 0.1% | ETF |
KO CocaCola | $571,008 | $4,528 ▲ | 0.8% | 8,071 | 0.1% | Consumer Staples |
ROBO ROBO Global Robotics & Automation ETF | $566,588 | $65,399 ▼ | -10.3% | 9,478 | 0.1% | ETF |
GLD SPDR Gold Shares | $531,014 | $75,598 ▼ | -12.5% | 1,742 | 0.1% | Finance |
VOOG Vanguard S&P 500 Growth ETF | $523,249 | $51,928 ▼ | -9.0% | 1,320 | 0.1% | ETF |
IWM iShares Russell 2000 ETF | $497,991 | $216 ▼ | 0.0% | 2,308 | 0.1% | Finance |
GE GE Aerospace | $484,665 | $9,523 ▲ | 2.0% | 1,883 | 0.1% | Aerospace |
ARISTA NETWORKS INC
| $474,718 | $20,462 ▼ | -4.1% | 4,640 | 0.1% | COM SHS |
AXP American Express | $463,363 | $638 ▼ | -0.1% | 1,453 | 0.1% | Finance |
IWR iShares Russell Mid-Cap ETF | $461,575 | $78,998 ▼ | -14.6% | 5,019 | 0.1% | ETF |
DFIV Dimensional International Value ETF | $461,115 | $53,324 ▲ | 13.1% | 10,766 | 0.1% | ETF |
ORCL Oracle | $460,935 | $13,120 ▲ | 2.9% | 2,108 | 0.1% | Computer and Technology |
JMST JPMorgan Ultra-Short Municipal ETF | $453,571 | $111,827 ▼ | -19.8% | 8,907 | 0.1% | ETF |
MRK Merck & Co., Inc. | $446,922 | $24,064 ▼ | -5.1% | 5,646 | 0.1% | Medical |
JHML John Hancock Multifactor Large Cap ETF | $443,052 | | 0.0% | 6,040 | 0.1% | ETF |
VNQ Vanguard Real Estate ETF | $435,161 | $267 ▲ | 0.1% | 4,886 | 0.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $433,850 | $51,162 ▼ | -10.5% | 2,120 | 0.1% | ETF |
NOBL ProShares S&P 500 Aristocrats ETF | $422,010 | $13,090 ▼ | -3.0% | 4,191 | 0.1% | ETF |
BMY Bristol Myers Squibb | $414,434 | | 0.0% | 8,953 | 0.1% | Medical |
COP ConocoPhillips | $405,176 | $64,074 ▲ | 18.8% | 4,515 | 0.1% | Energy |
