VOO Vanguard S&P 500 ETF | $710,902,302 | $9,107,056 ▲ | 1.3% | 1,347,248 | 24.3% | ETF |
VO Vanguard Mid-Cap ETF | $337,820,051 | $10,237,659 ▲ | 3.1% | 1,280,446 | 11.5% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $309,887,234 | $8,623,767 ▲ | 2.9% | 5,867,965 | 10.6% | ETF |
SCHX Schwab US Large-Cap ETF | $191,223,480 | $1,986,173 ▼ | -1.0% | 2,818,327 | 6.5% | ETF |
DFSV Dimensional US Small Cap Value ETF | $160,237,073 | $9,088,311 ▲ | 6.0% | 5,202,502 | 5.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $151,663,332 | $644,333 ▼ | -0.4% | 264,332 | 5.2% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $127,599,109 | $3,297,344 ▲ | 2.7% | 2,666,648 | 4.4% | ETF |
DFGR Dimensional Global Real Estate ETF | $100,152,622 | $10,293,611 ▲ | 11.5% | 3,470,292 | 3.4% | ETF |
SCHF Schwab International Equity ETF | $84,223,865 | $2,769,802 ▲ | 3.4% | 2,048,246 | 2.9% | ETF |
IWR iShares Russell Mid-Cap ETF | $82,009,123 | $271,295 ▼ | -0.3% | 930,442 | 2.8% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $80,662,034 | $124,136 ▲ | 0.2% | 970,779 | 2.8% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $80,574,204 | $10,479,394 ▲ | 15.0% | 2,863,333 | 2.8% | ETF |
VBR Vanguard Small-Cap Value ETF | $57,008,535 | $616,797 ▼ | -1.1% | 283,935 | 1.9% | ETF |
VTI Vanguard Total Stock Market ETF | $44,334,138 | $5,838,767 ▼ | -11.6% | 156,569 | 1.5% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $43,620,797 | $6,370,093 ▲ | 17.1% | 1,549,584 | 1.5% | ETF |
VV Vanguard Large-Cap ETF | $43,357,725 | $1,694,795 ▼ | -3.8% | 164,677 | 1.5% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $27,178,389 | $1,316,047 ▲ | 5.1% | 931,405 | 0.9% | ETF |
IVV iShares Core S&P 500 ETF | $23,769,481 | $27,687 ▼ | -0.1% | 41,208 | 0.8% | ETF |
VNQ Vanguard Real Estate ETF | $22,850,662 | $1,307,280 ▼ | -5.4% | 234,558 | 0.8% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $14,484,484 | $220,974 ▲ | 1.5% | 123,493 | 0.5% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $14,150,556 | $15,246 ▼ | -0.1% | 224,612 | 0.5% | ETF |
IWF iShares Russell 1000 Growth ETF | $13,927,770 | $1,915,946 ▲ | 16.0% | 37,103 | 0.5% | ETF |
IWB iShares Russell 1000 ETF | $13,072,322 | $1,329,868 ▲ | 11.3% | 41,580 | 0.4% | ETF |
VUG Vanguard Growth ETF | $11,493,686 | $524,447 ▼ | -4.4% | 29,937 | 0.4% | ETF |
VNQI Vanguard Global ex-U.S. Real Estate ETF | $10,672,278 | $140,214 ▼ | -1.3% | 227,505 | 0.4% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $10,585,585 | $98,791 ▼ | -0.9% | 80,042 | 0.4% | ETF |
VOE Vanguard Mid-Cap Value ETF | $10,109,174 | $119,884 ▲ | 1.2% | 60,292 | 0.3% | ETF |
VTV Vanguard Value ETF | $9,009,223 | $399,242 ▲ | 4.6% | 51,608 | 0.3% | ETF |
SCHB Schwab US Broad Market ETF | $7,817,078 | $69,912 ▼ | -0.9% | 117,515 | 0.3% | ETF |
IWM iShares Russell 2000 ETF | $7,400,763 | $34,017 ▲ | 0.5% | 33,504 | 0.3% | Finance |
SCHG Schwab U.S. Large-Cap Growth ETF | $6,795,815 | $275,558 ▲ | 4.2% | 65,231 | 0.2% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $6,618,710 | $208,410 ▼ | -3.1% | 27,185 | 0.2% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $5,673,888 | $787,595 ▲ | 16.1% | 87,479 | 0.2% | ETF |
IWD iShares Russell 1000 Value ETF | $4,832,637 | $490,818 ▲ | 11.3% | 25,462 | 0.2% | ETF |
VB Vanguard Small-Cap ETF | $4,783,145 | $151,816 ▲ | 3.3% | 20,164 | 0.2% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $3,994,512 | $21,078 ▼ | -0.5% | 7,012 | 0.1% | ETF |
EFA iShares MSCI EAFE ETF | $3,896,791 | $209,575 ▲ | 5.7% | 46,596 | 0.1% | Finance |
VIG Vanguard Dividend Appreciation ETF | $3,630,711 | $8,715 ▼ | -0.2% | 18,331 | 0.1% | ETF |
QQQ Invesco QQQ | $3,580,240 | $7,321 ▲ | 0.2% | 7,336 | 0.1% | Finance |
IWV iShares Russell 3000 ETF | $3,474,774 | $91,484 ▼ | -2.6% | 10,635 | 0.1% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $3,453,536 | | 0.0% | 26,181 | 0.1% | Manufacturing |
IJR iShares Core S&P Small-Cap ETF | $3,195,145 | $4,912 ▲ | 0.2% | 27,318 | 0.1% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $3,100,158 | $5,580,893 ▼ | -64.3% | 65,239 | 0.1% | ETF |
SCHP Schwab U.S. TIPS ETF | $3,064,204 | $60,226 ▲ | 2.0% | 57,136 | 0.1% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $3,017,074 | $14,814 ▲ | 0.5% | 35,845 | 0.1% | Manufacturing |
XLK Technology Select Sector SPDR Fund | $2,940,753 | | 0.0% | 13,026 | 0.1% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $2,848,058 | $32,495 ▲ | 1.2% | 57,758 | 0.1% | Manufacturing |
SCHH Schwab U.S. REIT ETF | $2,565,962 | $406,216 ▼ | -13.7% | 110,745 | 0.1% | ETF |
MSFT Microsoft | $2,428,021 | $37,434 ▼ | -1.5% | 5,643 | 0.1% | Computer and Technology |
BNDX Vanguard Total International Bond ETF | $2,046,898 | $654 ▼ | 0.0% | 40,710 | 0.1% | ETF |
IWO iShares Russell 2000 Growth ETF | $1,865,880 | $283,716 ▲ | 17.9% | 6,570 | 0.1% | ETF |
BRK.B Berkshire Hathaway | $1,808,822 | $921 ▼ | -0.1% | 3,930 | 0.1% | Finance |
DFAR Dimensional US Real Estate ETF | $1,726,957 | $2,974 ▲ | 0.2% | 67,354 | 0.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $1,688,171 | $21,165 ▼ | -1.2% | 16,670 | 0.1% | Finance |
DFIV Dimensional International Value ETF | $1,578,361 | $3,960 ▲ | 0.3% | 41,449 | 0.1% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $1,564,828 | $7,234 ▼ | -0.5% | 27,257 | 0.1% | ETF |
ESGE iShares ESG Aware MSCI EM ETF | $1,561,079 | $7,974 ▲ | 0.5% | 42,875 | 0.1% | Manufacturing |
DVY iShares Select Dividend ETF | $1,540,338 | | 0.0% | 11,404 | 0.1% | ETF |
IEFA iShares Core MSCI EAFE ETF | $1,517,117 | $88,586 ▲ | 6.2% | 19,438 | 0.1% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $1,475,423 | | 0.0% | 11,693 | 0.1% | Manufacturing |
SCHV Schwab U.S. Large-Cap Value ETF | $1,459,334 | $26,120 ▼ | -1.8% | 18,158 | 0.0% | ETF |
IVW iShares S&P 500 Growth ETF | $1,372,481 | $428,194 ▲ | 45.3% | 14,334 | 0.0% | ETF |
AAPL Apple | $1,269,566 | $233 ▲ | 0.0% | 5,449 | 0.0% | Computer and Technology |
USMV iShares MSCI USA Min Vol Factor ETF | $1,251,860 | | 0.0% | 13,710 | 0.0% | ETF |
ACWI iShares MSCI ACWI ETF | $1,195,500 | | 0.0% | 10,000 | 0.0% | Manufacturing |
SCHA Schwab US Small-Cap ETF | $1,180,420 | $103 ▲ | 0.0% | 22,921 | 0.0% | ETF |
SCHD Schwab US Dividend Equity ETF | $1,107,264 | $19,865 ▼ | -1.8% | 13,099 | 0.0% | ETF |
DMXF iShares ESG Advanced MSCI EAFE ETF | $1,019,078 | | 0.0% | 14,146 | 0.0% | Manufacturing |
RSP Invesco S&P 500 Equal Weight ETF | $1,014,225 | | 0.0% | 5,661 | 0.0% | ETF |
IVE iShares S&P 500 Value ETF | $994,782 | $111,408 ▲ | 12.6% | 5,045 | 0.0% | ETF |
GOOGL Alphabet | $951,979 | $82,925 ▼ | -8.0% | 5,740 | 0.0% | Computer and Technology |
IJH iShares Core S&P Mid-Cap ETF | $893,793 | $304,433 ▲ | 51.7% | 14,342 | 0.0% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $856,162 | | 0.0% | 11,788 | 0.0% | Manufacturing |
EEM iShares MSCI Emerging Markets ETF | $840,544 | $6,787 ▼ | -0.8% | 18,328 | 0.0% | Finance |
IJJ iShares S&P Mid-Cap 400 Value ETF | $838,612 | $123,616 ▲ | 17.3% | 6,784 | 0.0% | ETF |
USXF iShares ESG Advanced MSCI USA ETF | $796,716 | $5,742 ▲ | 0.7% | 16,233 | 0.0% | Manufacturing |
GLD SPDR Gold Shares | $741,819 | | 0.0% | 3,052 | 0.0% | Finance |
TDG TransDigm Group | $732,118 | | 0.0% | 513 | 0.0% | Aerospace |
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund | $712,450 | $164,074 ▼ | -18.7% | 7,460 | 0.0% | ETF |
IWN iShares Russell 2000 Value ETF | $664,444 | $664,444 ▲ | New Holding | 3,983 | 0.0% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $658,992 | $7,967 ▲ | 1.2% | 6,121 | 0.0% | ETF |
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF | $619,225 | $106,339 ▼ | -14.7% | 9,876 | 0.0% | ETF |
FNDA Schwab Fundamental U.S. Small Company Index ETF | $569,590 | $42,353 ▲ | 8.0% | 9,562 | 0.0% | ETF |
VT Vanguard Total World Stock ETF | $537,058 | $130,225 ▲ | 32.0% | 4,487 | 0.0% | ETF |
VXUS Vanguard Total International Stock ETF | $524,588 | $226,201 ▲ | 75.8% | 8,103 | 0.0% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $507,818 | | 0.0% | 7,501 | 0.0% | ETF |
MA Mastercard | $502,650 | | 0.0% | 1,018 | 0.0% | Business Services |
XOM Exxon Mobil | $495,020 | | 0.0% | 4,223 | 0.0% | Oils/Energy |
FNDX Schwab Fundamental U.S. Large Company Index ETF | $446,419 | $46,572 ▲ | 11.6% | 6,221 | 0.0% | ETF |
BND Vanguard Total Bond Market ETF | $438,192 | $2,854 ▼ | -0.6% | 5,834 | 0.0% | ETF |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $431,564 | $226 ▲ | 0.1% | 3,821 | 0.0% | ETF |
TIP iShares TIPS Bond ETF | $422,216 | $61,753 ▲ | 17.1% | 3,822 | 0.0% | ETF |
AMZN Amazon.com | $415,330 | | 0.0% | 2,229 | 0.0% | Retail/Wholesale |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $401,218 | | 0.0% | 5,231 | 0.0% | ETF |
JNJ Johnson & Johnson | $394,548 | $64,813 ▼ | -14.1% | 2,435 | 0.0% | Medical |
IEI iShares 3-7 Year Treasury Bond ETF | $358,217 | $41,862 ▼ | -10.5% | 2,995 | 0.0% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $356,020 | | 0.0% | 3,689 | 0.0% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $355,949 | $1,125 ▼ | -0.3% | 6,963 | 0.0% | ETF |
HD Home Depot | $344,420 | | 0.0% | 850 | 0.0% | Retail/Wholesale |
RGLD Royal Gold | $334,054 | | 0.0% | 2,381 | 0.0% | Basic Materials |
