IVV iShares Core S&P 500 ETF | $301,459,297 | $5,512,667 ▲ | 1.9% | 522,623 | 18.7% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $84,737,796 | $3,216,584 ▲ | 3.9% | 1,359,721 | 5.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $69,524,618 | $1,636,359 ▼ | -2.3% | 121,174 | 4.3% | Finance |
IJR iShares Core S&P Small-Cap ETF | $62,213,448 | $1,475,450 ▲ | 2.4% | 531,921 | 3.9% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $58,709,176 | $165,875 ▼ | -0.3% | 1,110,654 | 3.6% | ETF |
AAPL Apple | $58,014,392 | $2,188,567 ▲ | 3.9% | 248,989 | 3.6% | Computer and Technology |
SPYG SPDR Portfolio S&P 500 Growth ETF | $56,656,052 | $379,948 ▼ | -0.7% | 683,097 | 3.5% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $56,354,412 | $451,729 ▼ | -0.8% | 1,142,860 | 3.5% | Manufacturing |
IEFA iShares Core MSCI EAFE ETF | $44,161,610 | $1,080,758 ▲ | 2.5% | 565,812 | 2.7% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $43,676,844 | $6,010,678 ▲ | 16.0% | 827,056 | 2.7% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $35,114,846 | $344,604 ▼ | -1.0% | 384,567 | 2.2% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $29,978,482 | $3,108,717 ▲ | 11.6% | 626,510 | 1.9% | ETF |
SDY SPDR S&P Dividend ETF | $29,122,156 | $195,589 ▼ | -0.7% | 205,028 | 1.8% | ETF |
PRF Invesco FTSE RAFI US 1000 ETF | $28,696,699 | $451,846 ▼ | -1.6% | 706,293 | 1.8% | ETF |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $28,478,105 | $606,699 ▲ | 2.2% | 1,211,319 | 1.8% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $27,378,453 | $24,474 ▼ | -0.1% | 344,556 | 1.7% | ETF |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $27,056,223 | $61,042 ▲ | 0.2% | 1,059,782 | 1.7% | ETF |
MDYG SPDR S&P 400 Mid CapGrowth ETF | $26,423,070 | $1,404 ▲ | 0.0% | 301,152 | 1.6% | ETF |
RWL Invesco S&P 500 Revenue ETF | $25,773,123 | $567,924 ▲ | 2.3% | 262,803 | 1.6% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $24,836,422 | $453,446 ▼ | -1.8% | 43,599 | 1.5% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $24,795,446 | $161,256 ▼ | -0.6% | 1,017,458 | 1.5% | ETF |
SLYV SPDR S&P 600 Small CapValue ETF | $22,316,303 | $14,759 ▲ | 0.1% | 257,041 | 1.4% | ETF |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | $21,709,335 | $2,025,407 ▲ | 10.3% | 979,221 | 1.3% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $21,645,342 | $568,863 ▼ | -2.6% | 890,755 | 1.3% | ETF |
DDOG Datadog | $18,881,807 | $3,153,795 ▼ | -14.3% | 164,104 | 1.2% | Computer and Technology |
CFG Citizens Financial Group | $17,279,012 | $1,643 ▼ | 0.0% | 420,721 | 1.1% | Finance |
IBDW iShares iBonds Dec 2031 Term Corporate ETF | $16,424,712 | $2,447,792 ▲ | 17.5% | 774,020 | 1.0% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $16,286,292 | $43,110 ▼ | -0.3% | 174,915 | 1.0% | ETF |
VTI Vanguard Total Stock Market ETF | $13,407,885 | $773,309 ▲ | 6.1% | 47,351 | 0.8% | ETF |
MSFT Microsoft | $12,956,779 | $1,006,903 ▲ | 8.4% | 30,111 | 0.8% | Computer and Technology |
SCZ iShares MSCI EAFE Small-Cap ETF | $12,084,992 | $536,861 ▼ | -4.3% | 178,508 | 0.7% | ETF |
NYF iShares New York Muni Bond ETF | $10,697,469 | $1,028,847 ▲ | 10.6% | 196,898 | 0.7% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $10,473,536 | $738,522 ▲ | 7.6% | 182,434 | 0.6% | ETF |
PJT PJT Partners | $10,240,779 | $9,667,150 ▼ | -48.6% | 76,802 | 0.6% | Finance |
AMZN Amazon.com | $8,229,824 | $781,468 ▲ | 10.5% | 44,168 | 0.5% | Retail/Wholesale |
TDTT FlexShares iBoxx 3 Year Target Duration TIPS Index Fund | $7,540,132 | $688,215 ▼ | -8.4% | 313,519 | 0.5% | ETF |
IWM iShares Russell 2000 ETF | $7,314,576 | $52,572 ▼ | -0.7% | 33,114 | 0.5% | Finance |
IWB iShares Russell 1000 ETF | $6,948,963 | | 0.0% | 22,103 | 0.4% | ETF |
JLL Jones Lang LaSalle | $6,833,748 | | 0.0% | 25,328 | 0.4% | Finance |
XOM Exxon Mobil | $6,096,495 | $3,010,092 ▲ | 97.5% | 52,009 | 0.4% | Oils/Energy |
JPM JPMorgan Chase & Co. | $5,747,494 | $574,602 ▲ | 11.1% | 27,257 | 0.4% | Finance |
VNQ Vanguard Real Estate ETF | $5,238,644 | $14,028 ▼ | -0.3% | 53,774 | 0.3% | ETF |
VOO Vanguard S&P 500 ETF | $4,554,848 | $15,830 ▲ | 0.3% | 8,632 | 0.3% | ETF |
DVY iShares Select Dividend ETF | $4,413,008 | | 0.0% | 32,672 | 0.3% | ETF |
GOOG Alphabet | $4,373,022 | $1,742,287 ▲ | 66.2% | 26,156 | 0.3% | Computer and Technology |
CROX Crocs | $4,329,385 | $31,569 ▲ | 0.7% | 29,897 | 0.3% | Consumer Discretionary |
BRK.B Berkshire Hathaway | $4,303,431 | $605,702 ▲ | 16.4% | 9,350 | 0.3% | Finance |
SPLV Invesco S&P 500 Low Volatility ETF | $4,189,822 | | 0.0% | 58,411 | 0.3% | ETF |
MA Mastercard | $3,674,366 | $22,715 ▲ | 0.6% | 7,441 | 0.2% | Business Services |
NVDA NVIDIA | $3,650,497 | $639,869 ▲ | 21.3% | 30,060 | 0.2% | Computer and Technology |
AMAT Applied Materials | $3,637,507 | $1,414 ▼ | 0.0% | 18,003 | 0.2% | Computer and Technology |
DFAT Dimensional U.S. Targeted Value ETF | $3,461,188 | | 0.0% | 62,218 | 0.2% | ETF |
DFIP Dimensional Inflation-Protected Securities ETF | $3,459,223 | $84,095 ▼ | -2.4% | 81,817 | 0.2% | ETF |
HD Home Depot | $3,343,711 | $935,202 ▲ | 38.8% | 8,252 | 0.2% | Retail/Wholesale |
SOXX iShares Semiconductor ETF | $3,043,788 | $2,767 ▼ | -0.1% | 13,200 | 0.2% | ETF |
GOOGL Alphabet | $2,951,633 | $368,187 ▲ | 14.3% | 17,797 | 0.2% | Computer and Technology |
EFA iShares MSCI EAFE ETF | $2,867,444 | | 0.0% | 34,287 | 0.2% | Finance |
COST Costco Wholesale | $2,799,631 | $1,805,842 ▲ | 181.7% | 3,158 | 0.2% | Retail/Wholesale |
RSP Invesco S&P 500 Equal Weight ETF | $2,753,331 | | 0.0% | 15,368 | 0.2% | ETF |
VB Vanguard Small-Cap ETF | $2,626,390 | $8,302 ▼ | -0.3% | 11,072 | 0.2% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $2,618,590 | $5,074 ▼ | -0.2% | 51,608 | 0.2% | ETF |
V Visa | $2,560,885 | $1,511,401 ▲ | 144.0% | 9,314 | 0.2% | Business Services |
HDV iShares Core High Dividend ETF | $2,504,957 | $1,059 ▲ | 0.0% | 21,297 | 0.2% | ETF |
JNJ Johnson & Johnson | $2,481,949 | $34,681 ▲ | 1.4% | 15,315 | 0.2% | Medical |
META Meta Platforms | $2,317,292 | $40,644 ▼ | -1.7% | 4,048 | 0.1% | Computer and Technology |
ABBV AbbVie | $2,303,605 | $606,066 ▲ | 35.7% | 11,665 | 0.1% | Medical |
NEAR iShares Short Duration Bond Active ETF | $2,211,673 | | 0.0% | 43,163 | 0.1% | ETF |
ADP Automatic Data Processing | $2,162,922 | $839,322 ▲ | 63.4% | 7,816 | 0.1% | Business Services |
IWN iShares Russell 2000 Value ETF | $2,158,985 | | 0.0% | 12,942 | 0.1% | ETF |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $2,064,145 | | 0.0% | 20,500 | 0.1% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $2,020,349 | $27,091 ▼ | -1.3% | 27,817 | 0.1% | Manufacturing |
BX Blackstone | $2,011,982 | $9,647 ▼ | -0.5% | 13,139 | 0.1% | Finance |
VEU Vanguard FTSE All-World ex-US ETF | $1,983,744 | $81,900 ▼ | -4.0% | 31,488 | 0.1% | ETF |
ORCL Oracle | $1,958,067 | $4,942 ▲ | 0.3% | 11,491 | 0.1% | Computer and Technology |
TMO Thermo Fisher Scientific | $1,940,455 | $1,455,496 ▲ | 300.1% | 3,137 | 0.1% | Medical |
TJX TJX Companies | $1,919,546 | $597,926 ▲ | 45.2% | 16,331 | 0.1% | Retail/Wholesale |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $1,906,839 | $27,919 ▼ | -1.4% | 24,861 | 0.1% | ETF |
OEF iShares S&P 100 ETF | $1,858,444 | | 0.0% | 6,715 | 0.1% | ETF |
NEE NextEra Energy | $1,818,494 | $491,035 ▲ | 37.0% | 21,513 | 0.1% | Utilities |
PG Procter & Gamble | $1,799,839 | $206,102 ▲ | 12.9% | 10,392 | 0.1% | Consumer Staples |
JMST JPMorgan Ultra-Short Municipal ETF | $1,768,790 | $172,890 ▼ | -8.9% | 34,723 | 0.1% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $1,722,879 | $443,690 ▼ | -20.5% | 13,715 | 0.1% | ETF |
TTEK Tetra Tech | $1,596,366 | $1,596,366 ▲ | New Holding | 33,850 | 0.1% | Industrial Products |
GE General Electric | $1,575,964 | $33,002 ▼ | -2.1% | 8,357 | 0.1% | Transportation |
IVOO Vanguard S&P Mid-Cap 400 ETF | $1,573,801 | | 0.0% | 14,899 | 0.1% | ETF |
RWK Invesco S&P MidCap 400 Revenue ETF | $1,506,829 | | 0.0% | 12,954 | 0.1% | ETF |
LLY Eli Lilly and Company | $1,469,775 | $71,761 ▲ | 5.1% | 1,659 | 0.1% | Medical |
CPNG Coupang | $1,463,279 | $810 ▲ | 0.1% | 59,604 | 0.1% | Retail/Wholesale |
AVGO Broadcom | $1,393,973 | $1,302,375 ▲ | 1,421.8% | 8,081 | 0.1% | Computer and Technology |
SCHF Schwab International Equity ETF | $1,345,652 | $3,701 ▲ | 0.3% | 32,725 | 0.1% | ETF |
UNH UnitedHealth Group | $1,345,349 | $803,935 ▲ | 148.5% | 2,301 | 0.1% | Medical |
SYK Stryker | $1,336,662 | $1,019,837 ▲ | 321.9% | 3,700 | 0.1% | Medical |
QQQ Invesco QQQ | $1,322,670 | $488 ▼ | 0.0% | 2,710 | 0.1% | Finance |
RWJ Invesco S&P SmallCap 600 Revenue ETF | $1,320,969 | | 0.0% | 28,899 | 0.1% | ETF |
COMP Compass | $1,319,651 | $215,237 ▼ | -14.0% | 215,982 | 0.1% | Computer and Technology |
ABT Abbott Laboratories | $1,298,688 | $420,583 ▲ | 47.9% | 11,391 | 0.1% | Medical |
MCD McDonald's | $1,286,860 | $427,228 ▲ | 49.7% | 4,226 | 0.1% | Retail/Wholesale |
VIG Vanguard Dividend Appreciation ETF | $1,281,792 | $990 ▲ | 0.1% | 6,472 | 0.1% | ETF |
RJF Raymond James | $1,281,789 | $3,796 ▲ | 0.3% | 10,467 | 0.1% | Finance |
VYM Vanguard High Dividend Yield ETF | $1,212,772 | $104,739 ▼ | -7.9% | 9,460 | 0.1% | ETF |
