VTI Vanguard Total Stock Market ETF | $59,402,076 | $3,825,203 ▲ | 6.9% | 204,969 | 5.9% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $48,266,249 | $36,854,792 ▲ | 323.0% | 1,731,835 | 4.8% | ETF |
SCHD Schwab US Dividend Equity ETF | $44,616,661 | $30,775,315 ▲ | 222.3% | 1,633,114 | 4.4% | ETF |
NVDA NVIDIA | $32,146,831 | $7,081,664 ▲ | 28.3% | 243,623 | 3.2% | Computer and Technology |
AAPL Apple | $31,964,625 | $2,105,964 ▲ | 7.1% | 128,908 | 3.1% | Computer and Technology |
SCHX Schwab US Large-Cap ETF | $27,373,232 | $18,542,118 ▲ | 210.0% | 1,180,899 | 2.7% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $20,345,497 | $1,022,197 ▲ | 5.3% | 209,964 | 2.0% | Finance |
FBND Fidelity Total Bond ETF | $20,153,914 | $420,342 ▼ | -2.0% | 449,162 | 2.0% | ETF |
AMZN Amazon.com | $17,754,399 | $6,460,057 ▲ | 57.2% | 82,942 | 1.7% | Retail/Wholesale |
TOTL SPDR Doubleline Total Return Tactical ETF | $17,152,710 | $722,965 ▲ | 4.4% | 435,458 | 1.7% | ETF |
SCHF Schwab International Equity ETF | $16,428,817 | $8,955,556 ▲ | 119.8% | 888,044 | 1.6% | ETF |
MSFT Microsoft | $15,884,881 | $5,010,444 ▲ | 46.1% | 37,686 | 1.6% | Computer and Technology |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $14,954,143 | $78,016 ▲ | 0.5% | 184,779 | 1.5% | Manufacturing |
SCHA Schwab US Small-Cap ETF | $13,562,667 | $7,067,824 ▲ | 108.8% | 524,465 | 1.3% | ETF |
DLN WisdomTree U.S. LargeCap Dividend Fund | $13,318,713 | $616,255 ▲ | 4.9% | 171,213 | 1.3% | Finance |
VIG Vanguard Dividend Appreciation ETF | $12,010,148 | $2,798,040 ▼ | -18.9% | 61,329 | 1.2% | ETF |
TSLA Tesla | $11,614,717 | $1,826,774 ▼ | -13.6% | 31,129 | 1.1% | Auto/Tires/Trucks |
IAGG iShares Core International Aggregate Bond ETF | $11,309,353 | $594,197 ▲ | 5.5% | 226,550 | 1.1% | ETF |
IVV iShares Core S&P 500 ETF | $10,955,413 | $97,133 ▼ | -0.9% | 18,610 | 1.1% | ETF |
QQQ Invesco QQQ | $10,738,732 | $993,101 ▼ | -8.5% | 39,566 | 1.1% | Finance |
SPY SPDR S&P 500 ETF Trust | $9,759,332 | $2,171,134 ▼ | -18.2% | 70,671 | 1.0% | Finance |
VOO Vanguard S&P 500 ETF | $9,615,059 | $3,233 ▲ | 0.0% | 17,845 | 0.9% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $8,996,008 | $574,241 ▲ | 6.8% | 97,160 | 0.9% | Manufacturing |
DFUS Dimensional U.S. Equity ETF | $8,805,048 | $547,550 ▲ | 6.6% | 138,118 | 0.9% | ETF |
HTAB Hartford Schroders Tax-Aware Bond ETF | $8,720,287 | $226,377 ▲ | 2.7% | 450,428 | 0.9% | ETF |
SCHK Schwab 1000 Index ETF | $8,588,941 | $4,462,986 ▲ | 108.2% | 303,389 | 0.8% | ETF |
META Meta Platforms | $8,543,740 | $5,543,594 ▲ | 184.8% | 14,592 | 0.8% | Computer and Technology |
IUSG iShares Core S&P U.S. Growth ETF | $8,148,054 | $96,291 ▲ | 1.2% | 58,472 | 0.8% | Manufacturing |
XOM Exxon Mobil | $7,455,671 | $193,626 ▲ | 2.7% | 69,310 | 0.7% | Oils/Energy |
SCHB Schwab US Broad Market ETF | $7,447,922 | $4,912,398 ▲ | 193.7% | 328,102 | 0.7% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $7,437,505 | $5,065,085 ▲ | 213.5% | 268,405 | 0.7% | ETF |
CGGO Capital Group Global Growth Equity ETF | $7,186,998 | $118,575 ▲ | 1.7% | 245,962 | 0.7% | ETF |
SHV iShares Short Treasury Bond ETF | $6,873,995 | $2,404,489 ▲ | 53.8% | 62,428 | 0.7% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $6,811,700 | $427,252 ▲ | 6.7% | 255,790 | 0.7% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $6,527,134 | $433,631 ▲ | 7.1% | 136,494 | 0.6% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $6,113,735 | $549,143 ▲ | 9.9% | 178,087 | 0.6% | ETF |
BRK.B Berkshire Hathaway | $4,924,935 | $4,203,760 ▼ | -46.0% | 10,865 | 0.5% | Finance |
DGT SPDR Global Dow ETF | $4,807,872 | $304,989 ▲ | 6.8% | 36,415 | 0.5% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $4,690,253 | $306,430 ▲ | 7.0% | 106,500 | 0.5% | ETF |
GOOG Alphabet | $4,669,458 | $300,125 ▲ | 6.9% | 24,520 | 0.5% | Computer and Technology |
JNJ Johnson & Johnson | $4,469,050 | $504,724 ▼ | -10.1% | 30,902 | 0.4% | Medical |
EDV Vanguard Extended Duration Treasury ETF | $4,373,721 | $74,899 ▲ | 1.7% | 64,585 | 0.4% | ETF |
IWF iShares Russell 1000 Growth ETF | $4,245,466 | $477,073 ▼ | -10.1% | 10,572 | 0.4% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $4,111,494 | $459,465 ▲ | 12.6% | 63,176 | 0.4% | ETF |
MMIT NYLI MacKay Shields Municipal Intermediate ETF | $4,108,060 | $58,920 ▼ | -1.4% | 171,098 | 0.4% | ETF |
JPM JPMorgan Chase & Co. | $4,014,021 | $254,801 ▲ | 6.8% | 16,746 | 0.4% | Finance |
DFAI Dimensional International Core Equity Market ETF | $3,932,857 | $7,475 ▲ | 0.2% | 134,687 | 0.4% | ETF |
GDX VanEck Gold Miners ETF | $3,904,833 | $138,285 ▼ | -3.4% | 115,153 | 0.4% | ETF |
EMTL SPDR DoubleLine Emerging Markets Fixed Income ETF | $3,887,690 | $206,904 ▲ | 5.6% | 92,333 | 0.4% | ETF |
AVGO Broadcom | $3,801,986 | $1,306,433 ▲ | 52.4% | 16,399 | 0.4% | Computer and Technology |
SO Southern | $3,796,474 | $631,813 ▼ | -14.3% | 46,118 | 0.4% | Utilities |
DON WisdomTree U.S. MidCap Dividend Fund | $3,773,369 | $4,944 ▼ | -0.1% | 74,031 | 0.4% | Finance |
SCHV Schwab U.S. Large-Cap Value ETF | $3,676,013 | $2,471,549 ▲ | 205.2% | 141,005 | 0.4% | ETF |
FJUL FT Vest U.S. Equity Buffer ETF - July | $3,641,762 | $6,121 ▼ | -0.2% | 74,371 | 0.4% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $3,641,142 | $128,931 ▲ | 3.7% | 8,557 | 0.4% | Finance |
COWZ Pacer US Cash Cows 100 ETF | $3,625,403 | $265,061 ▲ | 7.9% | 64,189 | 0.4% | ETF |
VTV Vanguard Value ETF | $3,565,227 | $150,167 ▲ | 4.4% | 21,059 | 0.4% | ETF |
COST Costco Wholesale | $3,519,085 | $1,430,172 ▲ | 68.5% | 3,841 | 0.3% | Retail/Wholesale |
FFEB FT Vest U.S. Equity Buffer ETF - February | $3,516,300 | | 0.0% | 70,651 | 0.3% | ETF |
VB Vanguard Small-Cap ETF | $3,483,936 | $239,807 ▼ | -6.4% | 14,499 | 0.3% | ETF |
PG Procter & Gamble | $3,469,458 | $1,201,695 ▼ | -25.7% | 20,695 | 0.3% | Consumer Staples |
PULS PGIM Ultra Short Bond ETF | $3,447,689 | $767,678 ▲ | 28.6% | 69,580 | 0.3% | ETF |
ABBV AbbVie | $3,438,681 | $153,178 ▲ | 4.7% | 19,351 | 0.3% | Medical |
RDVY First Trust NASDAQ Rising Dividend Achievers | $3,339,991 | $37,199 ▲ | 1.1% | 56,476 | 0.3% | Manufacturing |
BAC Bank of America | $3,268,061 | $1,961,522 ▲ | 150.1% | 74,359 | 0.3% | Finance |
TDIV First Trust NASDAQ Technology Dividend Index Fund | $3,230,826 | $80,657 ▼ | -2.4% | 41,178 | 0.3% | Manufacturing |
VTWO Vanguard Russell 2000 ETF | $3,224,802 | $464,157 ▲ | 16.8% | 36,100 | 0.3% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $3,172,568 | $1,767,350 ▲ | 125.8% | 139,761 | 0.3% | ETF |
XLP Consumer Staples Select Sector SPDR Fund | $3,078,795 | $153,291 ▲ | 5.2% | 39,165 | 0.3% | ETF |
FMAY FT Vest U.S. Equity Buffer ETF - May | $3,028,453 | $39,319 ▼ | -1.3% | 63,851 | 0.3% | ETF |
GOOGL Alphabet | $3,009,021 | $121,527 ▼ | -3.9% | 15,896 | 0.3% | Computer and Technology |
VGT Vanguard Information Technology ETF | $2,990,585 | $1,099,242 ▼ | -26.9% | 4,810 | 0.3% | ETF |
BSV Vanguard Short-Term Bond ETF | $2,882,297 | $393,455 ▲ | 15.8% | 37,302 | 0.3% | ETF |
ITA iShares U.S. Aerospace & Defense ETF | $2,861,747 | $115,261 ▼ | -3.9% | 19,689 | 0.3% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $2,752,875 | $2,752,875 ▲ | New Holding | 23,824 | 0.3% | ETF |
NFLX Netflix | $2,686,438 | $557,075 ▲ | 26.2% | 3,014 | 0.3% | Consumer Discretionary |
DUHP Dimensional US High Profitability ETF | $2,672,958 | $127,997 ▲ | 5.0% | 79,105 | 0.3% | ETF |
DIMENSIONAL ETF TRUST
| $2,617,136 | | 0.0% | 41,901 | 0.3% | WORLD EQUITY ETF |
DIMENSIONAL ETF TRUST
| $2,612,595 | $1,005,836 ▲ | 62.6% | 40,720 | 0.3% | US CORE EQUITY 1 |
V Visa | $2,608,200 | $31,919 ▲ | 1.2% | 8,253 | 0.3% | Business Services |
MRK Merck & Co., Inc. | $2,540,190 | $684,812 ▼ | -21.2% | 25,535 | 0.3% | Medical |
HD Home Depot | $2,532,651 | $504,585 ▼ | -16.6% | 6,510 | 0.2% | Retail/Wholesale |
XDEC FT Vest U.S. Equity Enhance & Moderate Buffer ETF - December | $2,507,977 | | 0.0% | 67,238 | 0.2% | ETF |
CB Chubb | $2,503,483 | $389,572 ▼ | -13.5% | 9,061 | 0.2% | Finance |
JOET Virtus Terranova U.S. Quality Momentum ETF | $2,435,524 | $598,397 ▲ | 32.6% | 64,466 | 0.2% | ETF |
AMLP Alerian MLP ETF | $2,413,286 | $304,033 ▲ | 14.4% | 50,110 | 0.2% | ETF |
VXUS Vanguard Total International Stock ETF | $2,401,298 | $105,486 ▼ | -4.2% | 40,748 | 0.2% | ETF |
VO Vanguard Mid-Cap ETF | $2,388,986 | $644,987 ▼ | -21.3% | 9,045 | 0.2% | ETF |
MCD McDonald's | $2,306,171 | $85,521 ▼ | -3.6% | 7,955 | 0.2% | Retail/Wholesale |
DFAC Dimensional U.S. Core Equity 2 ETF | $2,301,688 | $336,042 ▲ | 17.1% | 66,542 | 0.2% | ETF |
GDXJ VanEck Junior Gold Miners ETF | $2,293,751 | $52,155 ▲ | 2.3% | 53,655 | 0.2% | ETF |
PWV Invesco Large Cap Value ETF | $2,242,162 | $11,375 ▼ | -0.5% | 39,422 | 0.2% | ETF |
FI Fiserv | $2,229,218 | $345,927 ▼ | -13.4% | 10,852 | 0.2% | Business Services |
TJX TJX Companies | $2,211,531 | $214,799 ▲ | 10.8% | 18,306 | 0.2% | Retail/Wholesale |
VTEB Vanguard Tax-Exempt Bond ETF | $2,191,590 | $293,813 ▲ | 15.5% | 43,718 | 0.2% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $2,187,438 | $75,809 ▲ | 3.6% | 39,300 | 0.2% | ETF |
BLV Vanguard Long-Term Bond ETF | $2,160,609 | $448,764 ▲ | 26.2% | 31,574 | 0.2% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $2,127,259 | $1,689,059 ▲ | 385.5% | 36,977 | 0.2% | ETF |
VUG Vanguard Growth ETF | $2,062,534 | $860,723 ▼ | -29.4% | 5,025 | 0.2% | ETF |
FMAR FT Vest U.S. Equity Buffer ETF - March | $2,033,171 | $4,500 ▼ | -0.2% | 46,988 | 0.2% | ETF |
