VOO Vanguard S&P 500 ETF | $131,927,811 | $115,560 ▼ | -0.1% | 250,020 | 10.7% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $116,885,526 | $233,747 ▲ | 0.2% | 2,211,228 | 9.5% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $90,224,471 | $791,526 ▲ | 0.9% | 1,447,761 | 7.3% | ETF |
BND Vanguard Total Bond Market ETF | $81,225,261 | $3,305,367 ▲ | 4.2% | 1,081,417 | 6.6% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $68,506,148 | $2,941,751 ▲ | 4.5% | 1,340,105 | 5.6% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $54,906,204 | $1,185,304 ▲ | 2.2% | 690,992 | 4.5% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $50,810,168 | $2,199,618 ▲ | 4.5% | 639,765 | 4.1% | ETF |
SCHP Schwab U.S. TIPS ETF | $47,568,686 | $1,783,358 ▲ | 3.9% | 886,979 | 3.9% | ETF |
SPY SPDR S&P 500 ETF Trust | $44,159,610 | $422,289 ▼ | -0.9% | 76,965 | 3.6% | Finance |
MBB iShares MBS ETF | $39,541,193 | $3,903,014 ▲ | 11.0% | 412,704 | 3.2% | ETF |
MUB iShares National Muni Bond ETF | $32,665,024 | $1,266,082 ▲ | 4.0% | 300,700 | 2.7% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $26,449,697 | $145,218 ▲ | 0.6% | 771,353 | 2.1% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $25,056,758 | $265,091 ▼ | -1.0% | 475,821 | 2.0% | Manufacturing |
IVE iShares S&P 500 Value ETF | $23,349,567 | $174,298 ▼ | -0.7% | 118,424 | 1.9% | ETF |
IJR iShares Core S&P Small-Cap ETF | $22,234,494 | $400,940 ▲ | 1.8% | 190,103 | 1.8% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $21,337,115 | $222,794 ▲ | 1.1% | 210,695 | 1.7% | Finance |
BSV Vanguard Short-Term Bond ETF | $19,335,331 | $166,272 ▲ | 0.9% | 245,715 | 1.6% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $16,688,492 | $570,961 ▲ | 3.5% | 593,052 | 1.4% | ETF |
DUHP Dimensional US High Profitability ETF | $15,696,799 | $477,559 ▲ | 3.1% | 460,722 | 1.3% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $15,605,371 | $168,091 ▼ | -1.1% | 187,813 | 1.3% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $15,188,829 | $97,660 ▼ | -0.6% | 122,867 | 1.2% | ETF |
VOOV Vanguard S&P 500 Value ETF | $14,882,033 | $64,082 ▼ | -0.4% | 78,031 | 1.2% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $14,838,068 | $50,396 ▲ | 0.3% | 228,771 | 1.2% | ETF |
TIP iShares TIPS Bond ETF | $14,546,412 | $84,952 ▼ | -0.6% | 131,677 | 1.2% | ETF |
SLYV SPDR S&P 600 Small CapValue ETF | $14,501,505 | $152,803 ▼ | -1.0% | 167,030 | 1.2% | ETF |
IVV iShares Core S&P 500 ETF | $14,283,022 | $471,832 ▼ | -3.2% | 24,762 | 1.2% | ETF |
SCHX Schwab US Large-Cap ETF | $13,333,840 | $593,553 ▼ | -4.3% | 196,519 | 1.1% | ETF |
VOE Vanguard Mid-Cap Value ETF | $12,299,167 | $83,332 ▼ | -0.7% | 73,353 | 1.0% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $12,128,960 | $150,612 ▼ | -1.2% | 67,646 | 1.0% | ETF |
IVOV Vanguard S&P Mid-Cap 400 Value ETF | $11,755,200 | $218,169 ▼ | -1.8% | 122,795 | 1.0% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $11,118,828 | $30,762 ▼ | -0.3% | 19,518 | 0.9% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $10,911,850 | $437,822 ▼ | -3.9% | 114,272 | 0.9% | Manufacturing |
AVDE Avantis International Equity ETF | $9,682,014 | $68,237 ▲ | 0.7% | 144,443 | 0.8% | ETF |
VTV Vanguard Value ETF | $9,423,385 | $57,084 ▼ | -0.6% | 53,981 | 0.8% | ETF |
SCHA Schwab US Small-Cap ETF | $8,406,551 | $78,898 ▼ | -0.9% | 163,234 | 0.7% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $8,115,869 | $17,690 ▼ | -0.2% | 145,890 | 0.7% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $6,285,029 | $223,756 ▲ | 3.7% | 65,503 | 0.5% | ETF |
DFUV Dimensional US Marketwide Value ETF | $5,731,410 | $13,007 ▼ | -0.2% | 137,477 | 0.5% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $5,703,996 | $15,398 ▼ | -0.3% | 53,715 | 0.5% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $5,480,095 | $1,237,117 ▲ | 29.2% | 54,087 | 0.4% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $5,169,039 | $111,836 ▼ | -2.1% | 104,827 | 0.4% | Manufacturing |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $5,081,421 | $241,837 ▲ | 5.0% | 180,512 | 0.4% | ETF |
VBR Vanguard Small-Cap Value ETF | $4,970,868 | $18,672 ▼ | -0.4% | 24,758 | 0.4% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $4,921,764 | $95,071 ▼ | -1.9% | 85,730 | 0.4% | ETF |
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund | $4,910,656 | $170,413 ▼ | -3.4% | 92,961 | 0.4% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $4,752,318 | $24,008 ▼ | -0.5% | 44,142 | 0.4% | ETF |
IWV iShares Russell 3000 ETF | $4,623,230 | | 0.0% | 14,150 | 0.4% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $4,405,136 | $393,284 ▲ | 9.8% | 90,492 | 0.4% | Manufacturing |
VWO Vanguard FTSE Emerging Markets ETF | $3,464,974 | $9,761 ▼ | -0.3% | 72,413 | 0.3% | ETF |
VNQ Vanguard Real Estate ETF | $2,085,279 | $88,945 ▼ | -4.1% | 21,405 | 0.2% | ETF |
BRK.B Berkshire Hathaway | $1,761,875 | $115,065 ▼ | -6.1% | 3,828 | 0.1% | Finance |
AAPL Apple | $1,487,938 | $80,385 ▲ | 5.7% | 6,386 | 0.1% | Computer and Technology |
MSFT Microsoft | $1,342,106 | $13,339 ▲ | 1.0% | 3,119 | 0.1% | Computer and Technology |
NVDA NVIDIA | $1,299,044 | $144,635 ▲ | 12.5% | 10,697 | 0.1% | Computer and Technology |
FNDF Schwab Fundamental International Large Company Index ETF | $1,261,367 | | 0.0% | 33,753 | 0.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $1,225,763 | $140,104 ▲ | 12.9% | 23,211 | 0.1% | ETF |
VO Vanguard Mid-Cap ETF | $1,163,767 | $6,596 ▼ | -0.6% | 4,411 | 0.1% | ETF |
DFIV Dimensional International Value ETF | $1,084,218 | $1,599 ▼ | -0.1% | 28,472 | 0.1% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $1,077,191 | | 0.0% | 22,817 | 0.1% | ETF |
VTI Vanguard Total Stock Market ETF | $1,037,627 | $53,807 ▲ | 5.5% | 3,664 | 0.1% | ETF |
VV Vanguard Large-Cap ETF | $998,080 | | 0.0% | 3,791 | 0.1% | ETF |
VB Vanguard Small-Cap ETF | $852,115 | $5,693 ▼ | -0.7% | 3,592 | 0.1% | ETF |
IWM iShares Russell 2000 ETF | $798,108 | | 0.0% | 3,613 | 0.1% | Finance |
VIG Vanguard Dividend Appreciation ETF | $744,712 | | 0.0% | 3,760 | 0.1% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $731,270 | | 0.0% | 7,019 | 0.1% | ETF |
IWD iShares Russell 1000 Value ETF | $699,413 | | 0.0% | 3,685 | 0.1% | ETF |
AMZN Amazon.com | $609,299 | $40,434 ▲ | 7.1% | 3,270 | 0.0% | Retail/Wholesale |
IWN iShares Russell 2000 Value ETF | $588,708 | $2,002 ▼ | -0.3% | 3,529 | 0.0% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $523,452 | | 0.0% | 9,573 | 0.0% | ETF |
META Meta Platforms | $461,387 | $10,876 ▼ | -2.3% | 806 | 0.0% | Computer and Technology |
VT Vanguard Total World Stock ETF | $432,808 | $14,124 ▼ | -3.2% | 3,616 | 0.0% | ETF |
VGSH Vanguard Short-Term Treasury Index ETF | $400,982 | $247,707 ▼ | -38.2% | 6,794 | 0.0% | ETF |
GOOGL Alphabet | $368,187 | $34,663 ▲ | 10.4% | 2,220 | 0.0% | Computer and Technology |
IWR iShares Russell Mid-Cap ETF | $358,588 | | 0.0% | 4,068 | 0.0% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $351,059 | | 0.0% | 4,192 | 0.0% | ETF |
JPM JPMorgan Chase & Co. | $334,213 | $5,693 ▲ | 1.7% | 1,585 | 0.0% | Finance |
DLN WisdomTree U.S. LargeCap Dividend Fund | $317,857 | | 0.0% | 4,046 | 0.0% | Finance |
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF | $316,029 | $314 ▼ | -0.1% | 5,027 | 0.0% | ETF |
GOOG Alphabet | $313,983 | $27,921 ▲ | 9.8% | 1,878 | 0.0% | Computer and Technology |
EFA iShares MSCI EAFE ETF | $280,669 | | 0.0% | 3,356 | 0.0% | Finance |
LLY Eli Lilly and Company | $279,071 | $46,955 ▼ | -14.4% | 315 | 0.0% | Medical |
ILCB iShares Morningstar U.S. Equity ETF | $265,908 | | 0.0% | 3,356 | 0.0% | ETF |
AVGO Broadcom | $233,565 | $209,415 ▲ | 867.1% | 1,354 | 0.0% | Computer and Technology |
SCHV Schwab U.S. Large-Cap Value ETF | $221,722 | | 0.0% | 2,759 | 0.0% | ETF |
EFV iShares MSCI EAFE Value ETF | $217,751 | | 0.0% | 3,785 | 0.0% | ETF |
WMT Walmart | $216,975 | $216,975 ▲ | New Holding | 2,687 | 0.0% | Retail/Wholesale |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $215,280 | $3,116 ▼ | -1.4% | 4,007 | 0.0% | Manufacturing |
SCHH Schwab U.S. REIT ETF | $0 | $295,077 ▼ | -100.0% | 0 | 0.0% | ETF |
