IVV iShares Core S&P 500 ETF | $307,845,782 | $187,789 ▲ | 0.1% | 522,942 | 18.9% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $86,126,015 | $1,401,788 ▲ | 1.7% | 1,382,218 | 5.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $70,219,906 | $797,654 ▼ | -1.1% | 119,813 | 4.3% | Finance |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $63,273,498 | $7,936,230 ▲ | 14.3% | 1,306,764 | 3.9% | Manufacturing |
AAPL Apple | $62,989,118 | $637,319 ▲ | 1.0% | 251,534 | 3.9% | Computer and Technology |
IJR iShares Core S&P Small-Cap ETF | $61,910,457 | $622,534 ▲ | 1.0% | 537,324 | 3.8% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $59,259,134 | $785,123 ▼ | -1.3% | 674,165 | 3.6% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $56,158,602 | $640,221 ▼ | -1.1% | 1,098,135 | 3.5% | ETF |
IEFA iShares Core MSCI EAFE ETF | $46,116,084 | $6,350,787 ▲ | 16.0% | 656,176 | 2.8% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $42,199,538 | $2,649,707 ▲ | 6.7% | 882,466 | 2.6% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $34,191,976 | $6,600,491 ▲ | 23.9% | 776,385 | 2.1% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $33,596,863 | $548,811 ▼ | -1.6% | 378,386 | 2.1% | ETF |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $29,220,675 | $1,602,611 ▲ | 5.8% | 1,281,609 | 1.8% | ETF |
PRF Invesco FTSE RAFI US 1000 ETF | $27,907,851 | $584,002 ▼ | -2.0% | 691,816 | 1.7% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $27,554,821 | $78,596 ▼ | -0.3% | 343,576 | 1.7% | ETF |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $27,070,883 | $682,310 ▲ | 2.6% | 1,087,184 | 1.7% | ETF |
SDY SPDR S&P Dividend ETF | $26,951,730 | $132,496 ▼ | -0.5% | 204,025 | 1.7% | ETF |
RWL Invesco S&P 500 Revenue ETF | $26,182,196 | $448,571 ▲ | 1.7% | 267,384 | 1.6% | ETF |
MDYG SPDR S&P 400 Mid CapGrowth ETF | $26,066,693 | $100,445 ▼ | -0.4% | 299,996 | 1.6% | ETF |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | $24,973,923 | $4,057,760 ▲ | 19.4% | 1,169,191 | 1.5% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $24,087,507 | $290,778 ▼ | -1.2% | 1,005,322 | 1.5% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $24,082,159 | $750,699 ▼ | -3.0% | 42,281 | 1.5% | ETF |
DDOG Datadog | $22,935,132 | $513,690 ▼ | -2.2% | 160,509 | 1.4% | Computer and Technology |
SLYV SPDR S&P 600 Small CapValue ETF | $22,244,332 | $182,527 ▼ | -0.8% | 254,949 | 1.4% | ETF |
IBDW iShares iBonds Dec 2031 Term Corporate ETF | $20,844,511 | $5,093,199 ▲ | 32.3% | 1,024,300 | 1.3% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $20,685,000 | $755,486 ▼ | -3.5% | 859,368 | 1.3% | ETF |
CFG Citizens Financial Group | $17,925,147 | $485,605 ▼ | -2.6% | 409,624 | 1.1% | Finance |
SLYG SPDR S&P 600 Small Cap Growth ETF | $15,616,819 | $186,753 ▼ | -1.2% | 172,848 | 1.0% | ETF |
VTI Vanguard Total Stock Market ETF | $13,537,720 | $185,190 ▼ | -1.3% | 46,712 | 0.8% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $12,661,053 | $3,134,349 ▲ | 32.9% | 242,456 | 0.8% | ETF |
MSFT Microsoft | $12,170,947 | $520,980 ▼ | -4.1% | 28,875 | 0.7% | Computer and Technology |
NYF iShares New York Muni Bond ETF | $11,725,857 | $1,246,945 ▲ | 11.9% | 220,328 | 0.7% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $10,410,303 | $434,059 ▼ | -4.0% | 171,363 | 0.6% | ETF |
AMZN Amazon.com | $9,893,173 | $203,155 ▲ | 2.1% | 45,094 | 0.6% | Retail/Wholesale |
PJT PJT Partners | $7,393,715 | $4,726,410 ▼ | -39.0% | 46,852 | 0.5% | Finance |
TDTT FlexShares iBoxx 3 Year Target Duration TIPS Index Fund | $7,218,776 | $177,137 ▼ | -2.4% | 306,010 | 0.4% | ETF |
IWB iShares Russell 1000 ETF | $7,104,595 | $16,108 ▼ | -0.2% | 22,053 | 0.4% | ETF |
IWM iShares Russell 2000 ETF | $7,099,457 | $217,425 ▼ | -3.0% | 32,130 | 0.4% | Finance |
JLL Jones Lang LaSalle | $6,411,530 | | 0.0% | 25,328 | 0.4% | Finance |
GOOG Alphabet | $5,092,557 | $111,407 ▲ | 2.2% | 26,741 | 0.3% | Computer and Technology |
NVDA NVIDIA | $5,012,930 | $976,158 ▲ | 24.2% | 37,329 | 0.3% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $4,820,734 | $169,725 ▲ | 3.6% | 8,947 | 0.3% | ETF |
VNQ Vanguard Real Estate ETF | $4,705,917 | $84,270 ▼ | -1.8% | 52,828 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $4,338,625 | $2,195,322 ▼ | -33.6% | 18,099 | 0.3% | Finance |
DVY iShares Select Dividend ETF | $4,289,507 | | 0.0% | 32,672 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $4,249,500 | $11,332 ▲ | 0.3% | 9,375 | 0.3% | Finance |
SPLV Invesco S&P 500 Low Volatility ETF | $4,002,670 | $86,100 ▼ | -2.1% | 57,181 | 0.2% | ETF |
XOM Exxon Mobil | $3,860,580 | $1,734,029 ▼ | -31.0% | 35,889 | 0.2% | Oils/Energy |
MA Mastercard | $3,810,261 | $107,947 ▼ | -2.8% | 7,236 | 0.2% | Business Services |
GOOGL Alphabet | $3,624,149 | $255,176 ▲ | 7.6% | 19,145 | 0.2% | Computer and Technology |
DFAT Dimensional U.S. Targeted Value ETF | $3,463,054 | | 0.0% | 62,218 | 0.2% | ETF |
CROX Crocs | $3,298,496 | $23,878 ▲ | 0.7% | 30,115 | 0.2% | Consumer Discretionary |
HD Home Depot | $3,014,284 | $195,662 ▼ | -6.1% | 7,749 | 0.2% | Retail/Wholesale |
AMAT Applied Materials | $2,926,853 | $976 ▼ | 0.0% | 17,997 | 0.2% | Computer and Technology |
SOXX iShares Semiconductor ETF | $2,864,940 | $20,472 ▲ | 0.7% | 13,295 | 0.2% | ETF |
COST Costco Wholesale | $2,828,526 | $65,055 ▼ | -2.2% | 3,087 | 0.2% | Retail/Wholesale |
META Meta Platforms | $2,703,957 | $333,750 ▲ | 14.1% | 4,618 | 0.2% | Computer and Technology |
VB Vanguard Small-Cap ETF | $2,638,035 | $22,346 ▼ | -0.8% | 10,979 | 0.2% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $2,608,058 | $8,563 ▲ | 0.3% | 51,778 | 0.2% | ETF |
EFA iShares MSCI EAFE ETF | $2,583,462 | $8,998 ▼ | -0.3% | 34,168 | 0.2% | Finance |
RSP Invesco S&P 500 Equal Weight ETF | $2,572,026 | $120,909 ▼ | -4.5% | 14,678 | 0.2% | ETF |
V Visa | $2,404,433 | $539,164 ▼ | -18.3% | 7,608 | 0.1% | Business Services |
HDV iShares Core High Dividend ETF | $2,335,620 | $55,233 ▼ | -2.3% | 20,805 | 0.1% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $2,304,266 | $496,539 ▲ | 27.5% | 40,137 | 0.1% | ETF |
BX Blackstone | $2,258,267 | $7,242 ▼ | -0.3% | 13,097 | 0.1% | Finance |
NEAR iShares Short Duration Bond Active ETF | $2,179,732 | | 0.0% | 43,163 | 0.1% | ETF |
JNJ Johnson & Johnson | $2,166,263 | $48,592 ▼ | -2.2% | 14,979 | 0.1% | Medical |
IWN iShares Russell 2000 Value ETF | $2,124,689 | | 0.0% | 12,942 | 0.1% | ETF |
TSLA Tesla | $2,104,007 | $424,032 ▲ | 25.2% | 5,210 | 0.1% | Auto/Tires/Trucks |
ADP Automatic Data Processing | $2,083,653 | $204,326 ▼ | -8.9% | 7,118 | 0.1% | Business Services |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $2,056,970 | | 0.0% | 20,500 | 0.1% | ETF |
ORCL Oracle | $1,995,181 | $80,320 ▲ | 4.2% | 11,973 | 0.1% | Computer and Technology |
ABBV AbbVie | $1,991,484 | $81,387 ▼ | -3.9% | 11,207 | 0.1% | Medical |
AVGO Broadcom | $1,963,714 | $90,187 ▲ | 4.8% | 8,470 | 0.1% | Computer and Technology |
TJX TJX Companies | $1,959,539 | $13,410 ▼ | -0.7% | 16,220 | 0.1% | Retail/Wholesale |
OEF iShares S&P 100 ETF | $1,939,628 | | 0.0% | 6,715 | 0.1% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $1,867,463 | $27,647 ▲ | 1.5% | 28,235 | 0.1% | Manufacturing |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $1,780,616 | $16,592 ▲ | 0.9% | 13,844 | 0.1% | ETF |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $1,760,892 | $2,970 ▲ | 0.2% | 24,903 | 0.1% | ETF |
PG Procter & Gamble | $1,721,429 | $20,789 ▼ | -1.2% | 10,268 | 0.1% | Consumer Staples |
RJF Raymond James | $1,629,412 | $3,573 ▲ | 0.2% | 10,490 | 0.1% | Finance |
IVOO Vanguard S&P Mid-Cap 400 ETF | $1,570,470 | $1,371 ▼ | -0.1% | 14,886 | 0.1% | ETF |
RWK Invesco S&P MidCap 400 Revenue ETF | $1,505,667 | | 0.0% | 12,954 | 0.1% | ETF |
QQQ Invesco QQQ | $1,438,602 | $53,168 ▲ | 3.8% | 2,814 | 0.1% | Finance |
GE General Electric | $1,387,360 | $6,505 ▼ | -0.5% | 8,318 | 0.1% | Transportation |
LLY Eli Lilly and Company | $1,331,700 | $50,952 ▲ | 4.0% | 1,725 | 0.1% | Medical |
DFIP Dimensional Inflation-Protected Securities ETF | $1,329,759 | $1,983,078 ▼ | -59.9% | 32,841 | 0.1% | ETF |
RWJ Invesco S&P SmallCap 600 Revenue ETF | $1,307,313 | $15,101 ▼ | -1.1% | 28,569 | 0.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $1,289,147 | $21,737 ▲ | 1.7% | 6,583 | 0.1% | ETF |
MCD McDonald's | $1,225,366 | $290 ▲ | 0.0% | 4,227 | 0.1% | Retail/Wholesale |
NEE NextEra Energy | $1,216,150 | $326,118 ▼ | -21.1% | 16,964 | 0.1% | Utilities |
VYM Vanguard High Dividend Yield ETF | $1,183,015 | $23,987 ▼ | -2.0% | 9,272 | 0.1% | ETF |
VIOO Vanguard S&P Small-Cap 600 ETF | $1,159,442 | | 0.0% | 10,934 | 0.1% | ETF |
UBSI United Bankshares | $1,148,880 | | 0.0% | 30,596 | 0.1% | Finance |
ABT Abbott Laboratories | $1,142,525 | $145,912 ▼ | -11.3% | 10,101 | 0.1% | Medical |
TMO Thermo Fisher Scientific | $1,137,744 | $494,219 ▼ | -30.3% | 2,187 | 0.1% | Medical |
IWR iShares Russell Mid-Cap ETF | $1,104,735 | | 0.0% | 12,497 | 0.1% | ETF |
VUG Vanguard Growth ETF | $1,094,644 | $172,385 ▼ | -13.6% | 2,667 | 0.1% | ETF |
CPNG Coupang | $1,048,710 | $261,386 ▼ | -20.0% | 47,712 | 0.1% | Retail/Wholesale |
NFLX Netflix | $1,027,692 | $95,371 ▲ | 10.2% | 1,153 | 0.1% | Consumer Discretionary |
