SCHX Schwab US Large-Cap ETF | $225,957,687 | $7,557,337 ▲ | 3.5% | 3,330,253 | 12.7% | ETF |
FNDX Schwab Fundamental U.S. Large Company Index ETF | $209,311,057 | $11,907,638 ▲ | 6.0% | 2,916,821 | 11.7% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $192,579,571 | $1,531,759 ▲ | 0.8% | 1,848,527 | 10.8% | ETF |
SCHF Schwab International Equity ETF | $134,971,106 | $4,096,498 ▲ | 3.1% | 3,282,371 | 7.6% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $67,665,082 | $13,483,092 ▼ | -16.6% | 1,423,928 | 3.8% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $52,700,485 | $6,547,711 ▼ | -11.1% | 1,367,778 | 3.0% | ETF |
VOE Vanguard Mid-Cap Value ETF | $47,967,124 | $1,421,839 ▼ | -2.9% | 286,081 | 2.7% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $46,979,704 | $3,162,533 ▼ | -6.3% | 262,222 | 2.6% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $43,578,375 | $1,201,279 ▼ | -2.7% | 178,989 | 2.4% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $38,065,463 | $2,293,461 ▼ | -5.7% | 1,304,505 | 2.1% | ETF |
VBR Vanguard Small-Cap Value ETF | $24,554,649 | $6,224 ▲ | 0.0% | 122,296 | 1.4% | ETF |
IVV iShares Core S&P 500 ETF | $23,516,720 | $1,072,298 ▲ | 4.8% | 40,770 | 1.3% | ETF |
SPTL SPDR Portfolio Long Term Treasury ETF | $22,716,459 | $3,764,419 ▼ | -14.2% | 781,440 | 1.3% | ETF |
VBK Vanguard Small-Cap Growth ETF | $20,452,265 | $298,118 ▼ | -1.4% | 76,494 | 1.1% | ETF |
MDYG SPDR S&P 400 Mid CapGrowth ETF | $19,591,066 | $5,507,714 ▼ | -21.9% | 223,285 | 1.1% | ETF |
AAPL Apple | $18,263,726 | $1,137,740 ▲ | 6.6% | 78,385 | 1.0% | Computer and Technology |
BSV Vanguard Short-Term Bond ETF | $16,896,063 | $3,307,967 ▼ | -16.4% | 214,717 | 0.9% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $16,749,849 | $439,848 ▲ | 2.7% | 316,872 | 0.9% | ETF |
IEFA iShares Core MSCI EAFE ETF | $14,671,218 | $640,478 ▲ | 4.6% | 187,972 | 0.8% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $14,176,460 | $4,654,052 ▼ | -24.7% | 178,410 | 0.8% | ETF |
IWY iShares Russell Top 200 Growth ETF | $13,559,399 | $317,750 ▲ | 2.4% | 61,620 | 0.8% | ETF |
VO Vanguard Mid-Cap ETF | $13,323,757 | $12,893,448 ▲ | 2,996.3% | 50,501 | 0.7% | ETF |
IJR iShares Core S&P Small-Cap ETF | $12,965,755 | $12,709,846 ▲ | 4,966.5% | 110,856 | 0.7% | ETF |
TFI SPDR Nuveen Barclays Municipal Bond ETF | $11,583,116 | $2,195,015 ▲ | 23.4% | 247,344 | 0.6% | Finance |
VTI Vanguard Total Stock Market ETF | $11,328,967 | $479,108 ▲ | 4.4% | 40,009 | 0.6% | ETF |
NVDA NVIDIA | $10,854,704 | $579,149 ▲ | 5.6% | 89,383 | 0.6% | Computer and Technology |
VB Vanguard Small-Cap ETF | $10,836,382 | $1,103,018 ▼ | -9.2% | 45,683 | 0.6% | ETF |
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | $9,756,259 | $3,736,933 ▼ | -27.7% | 302,332 | 0.5% | ETF |
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $8,954,243 | $1,778,059 ▼ | -16.6% | 90,038 | 0.5% | ETF |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $8,603,499 | $1,613,276 ▼ | -15.8% | 170,030 | 0.5% | ETF |
EFG iShares MSCI EAFE Growth ETF | $8,457,738 | $8,457,738 ▲ | New Holding | 78,567 | 0.5% | ETF |
CWB SPDR Bloomberg Convertible Securities ETF | $8,321,886 | $1,366,902 ▼ | -14.1% | 108,655 | 0.5% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $7,771,848 | $7,771,848 ▲ | New Holding | 127,178 | 0.4% | Manufacturing |
PJUN Innovator U.S. Equity Power Buffer ETF - June | $7,697,992 | $81,201 ▼ | -1.0% | 208,754 | 0.4% | ETF |
FNDA Schwab Fundamental U.S. Small Company Index ETF | $7,618,363 | $2,041,289 ▼ | -21.1% | 127,889 | 0.4% | ETF |
SCHP Schwab U.S. TIPS ETF | $7,535,570 | $2,867,228 ▼ | -27.6% | 140,510 | 0.4% | ETF |
PGX Invesco Preferred ETF | $7,491,074 | $1,147,883 ▼ | -13.3% | 606,565 | 0.4% | ETF |
PZA Invesco National AMT-Free Municipal Bond ETF | $7,432,742 | $258,646 ▼ | -3.4% | 307,774 | 0.4% | ETF |
MUB iShares National Muni Bond ETF | $7,058,472 | $723,369 ▲ | 11.4% | 64,977 | 0.4% | ETF |
MSFT Microsoft | $7,002,096 | $570,994 ▲ | 8.9% | 16,273 | 0.4% | Computer and Technology |
IWS iShares Russell Mid-Cap Value ETF | $6,822,402 | $84,905 ▼ | -1.2% | 51,587 | 0.4% | ETF |
RVNU Xtrackers Municipal Infrastructure Revenue Bond Fund | $6,667,434 | $540,577 ▲ | 8.8% | 255,164 | 0.4% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $6,324,533 | $402,893 ▲ | 6.8% | 53,922 | 0.4% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $6,222,721 | $229,376 ▼ | -3.6% | 61,447 | 0.3% | Finance |
VTEB Vanguard Tax-Exempt Bond ETF | $6,220,709 | $128,925 ▼ | -2.0% | 121,688 | 0.3% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $6,164,299 | $22,655 ▼ | -0.4% | 116,726 | 0.3% | ETF |
PECO Phillips Edison & Company, Inc. | $5,634,364 | $628,098 ▼ | -10.0% | 149,413 | 0.3% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $5,593,254 | $275,521 ▼ | -4.7% | 116,891 | 0.3% | ETF |
SLYV SPDR S&P 600 Small CapValue ETF | $5,543,934 | $1,759,247 ▼ | -24.1% | 63,855 | 0.3% | ETF |
BKLN Invesco Senior Loan ETF | $5,438,366 | $1,617,620 ▼ | -22.9% | 258,847 | 0.3% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $5,429,386 | $1,324,851 ▼ | -19.6% | 58,312 | 0.3% | ETF |
PIN Invesco India ETF | $5,294,644 | $196,513 ▼ | -3.6% | 172,408 | 0.3% | ETF |
JCPB JPMorgan Core Plus Bond ETF | $5,258,353 | $5,258,353 ▲ | New Holding | 109,004 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $5,004,098 | $30,982 ▼ | -0.6% | 8,722 | 0.3% | Finance |
ISCF iShares International Small Cap Equity Factor ETF | $4,991,942 | $93,095 ▲ | 1.9% | 141,615 | 0.3% | ETF |
AMZN Amazon.com | $4,743,041 | $335,767 ▲ | 7.6% | 25,455 | 0.3% | Retail/Wholesale |
IWF iShares Russell 1000 Growth ETF | $4,728,557 | $261,634 ▼ | -5.2% | 12,597 | 0.3% | ETF |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $4,588,710 | $1,322,371 ▼ | -22.4% | 57,145 | 0.3% | ETF |
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund | $4,398,169 | $725,757 ▼ | -14.2% | 196,172 | 0.2% | Finance |
EFA iShares MSCI EAFE ETF | $4,170,145 | $225,133 ▲ | 5.7% | 49,864 | 0.2% | Finance |
SCHD Schwab US Dividend Equity ETF | $4,169,669 | $597,877 ▼ | -12.5% | 49,328 | 0.2% | ETF |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $4,067,929 | $79,509 ▼ | -1.9% | 36,019 | 0.2% | ETF |
VV Vanguard Large-Cap ETF | $3,879,060 | $116,638 ▼ | -2.9% | 14,733 | 0.2% | ETF |
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF | $3,873,267 | $243,301 ▲ | 6.7% | 80,458 | 0.2% | Finance |
VOO Vanguard S&P 500 ETF | $3,717,669 | $42,744 ▲ | 1.2% | 7,045 | 0.2% | ETF |
VGT Vanguard Information Technology ETF | $3,674,081 | $244,000 ▼ | -6.2% | 6,264 | 0.2% | ETF |
ABBV AbbVie | $3,431,567 | $30,806 ▲ | 0.9% | 17,377 | 0.2% | Medical |
SGOV iShares 0-3 Month Treasury Bond ETF | $3,397,473 | $59,827 ▲ | 1.8% | 33,732 | 0.2% | ETF |
SWAN Amplify BlackSwan Growth & Treasury Core ETF | $3,391,278 | $281,109 ▼ | -7.7% | 111,519 | 0.2% | ETF |
PJUL Innovator U.S. Equity Power Buffer ETF - July | $3,268,226 | $443,619 ▼ | -12.0% | 80,737 | 0.2% | ETF |
OEF iShares S&P 100 ETF | $3,262,730 | $129,801 ▼ | -3.8% | 11,789 | 0.2% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $3,192,129 | $3,192,129 ▲ | New Holding | 38,390 | 0.2% | Manufacturing |
SPEM SPDR Portfolio Emerging Markets ETF | $3,178,560 | $24,644 ▲ | 0.8% | 77,000 | 0.2% | ETF |
DIVO Amplify YieldShares CWP Dividend & Option Income ETF | $3,169,161 | $74,842 ▼ | -2.3% | 76,940 | 0.2% | ETF |
META Meta Platforms | $3,157,949 | $150,542 ▲ | 5.0% | 5,517 | 0.2% | Computer and Technology |
VTV Vanguard Value ETF | $2,925,513 | $99,158 ▼ | -3.3% | 16,758 | 0.2% | ETF |
LLY Eli Lilly and Company | $2,790,936 | $160,368 ▲ | 6.1% | 3,150 | 0.2% | Medical |
REGN Regeneron Pharmaceuticals | $2,779,479 | $19,974 ▼ | -0.7% | 2,644 | 0.2% | Medical |
XLG Invesco S&P 500 Top 50 ETF | $2,668,207 | $505,722 ▼ | -15.9% | 56,137 | 0.1% | ETF |
VUG Vanguard Growth ETF | $2,649,255 | $49,146 ▲ | 1.9% | 6,900 | 0.1% | ETF |
HYMB SPDR Nuveen Bloomberg High Yield Municipal Bond ETF | $2,636,181 | $219,198 ▲ | 9.1% | 100,349 | 0.1% | ETF |
SCHA Schwab US Small-Cap ETF | $2,629,227 | $72,769 ▲ | 2.8% | 51,053 | 0.1% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $2,591,131 | $77,200 ▼ | -2.9% | 24,401 | 0.1% | ETF |
GWX SPDR S&P International Small Cap ETF | $2,547,395 | $20,683 ▼ | -0.8% | 74,638 | 0.1% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $2,528,901 | $72,513 ▼ | -2.8% | 96,744 | 0.1% | ETF |
QQQ Invesco QQQ | $2,328,052 | $25,379 ▲ | 1.1% | 4,770 | 0.1% | Finance |
BRK.B Berkshire Hathaway | $2,297,287 | $101,723 ▲ | 4.6% | 4,991 | 0.1% | Finance |
RSPH Invesco S&P 500 Equal Weight Health Care ETF | $2,261,095 | $921,810 ▼ | -29.0% | 70,155 | 0.1% | ETF |
MRK Merck & Co., Inc. | $2,038,463 | $138,313 ▲ | 7.3% | 17,951 | 0.1% | Medical |
IWO iShares Russell 2000 Growth ETF | $2,022,773 | $276,065 ▲ | 15.8% | 7,122 | 0.1% | ETF |
QUS SPDR MSCI USA StrategicFactors ETF | $2,005,908 | $117,374 ▼ | -5.5% | 12,732 | 0.1% | ETF |
VLUE iShares MSCI USA Value Factor ETF | $1,971,552 | $122,452 ▼ | -5.8% | 18,081 | 0.1% | ETF |
IWD iShares Russell 1000 Value ETF | $1,963,516 | $35,683 ▲ | 1.9% | 10,345 | 0.1% | ETF |
TSLA Tesla | $1,892,108 | $26,163 ▲ | 1.4% | 7,232 | 0.1% | Auto/Tires/Trucks |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | $1,878,009 | $156,535 ▲ | 9.1% | 41,139 | 0.1% | ETF |
GILD Gilead Sciences | $1,823,110 | $6,456 ▼ | -0.4% | 21,745 | 0.1% | Medical |
TLT iShares 20+ Year Treasury Bond ETF | $1,795,132 | $98,394 ▼ | -5.2% | 18,299 | 0.1% | ETF |
AXP American Express | $1,788,756 | $166,238 ▼ | -8.5% | 6,596 | 0.1% | Finance |
GOOGL Alphabet | $1,784,105 | $156,567 ▲ | 9.6% | 10,757 | 0.1% | Computer and Technology |
SPYG SPDR Portfolio S&P 500 Growth ETF | $1,775,059 | $209,089 ▲ | 13.4% | 21,402 | 0.1% | ETF |
