SCHX Schwab US Large-Cap ETF | $239,672,017 | $162,476,754 ▲ | 210.5% | 10,339,604 | 13.1% | ETF |
FNDX Schwab Fundamental U.S. Large Company Index ETF | $215,725,848 | $146,655,525 ▲ | 212.3% | 9,110,044 | 11.8% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $212,394,525 | $160,876,081 ▲ | 312.3% | 7,620,902 | 11.6% | ETF |
SCHF Schwab International Equity ETF | $129,844,143 | $69,120,277 ▲ | 113.8% | 7,018,602 | 7.1% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $62,836,835 | $30,513,675 ▲ | 94.4% | 2,768,143 | 3.4% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $48,386,402 | $1,430,599 ▲ | 3.0% | 1,409,450 | 2.6% | ETF |
VOE Vanguard Mid-Cap Value ETF | $48,038,356 | $1,759,085 ▲ | 3.8% | 296,955 | 2.6% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $46,856,804 | $1,438,258 ▲ | 3.2% | 184,657 | 2.6% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $46,650,593 | $701,445 ▲ | 1.5% | 266,225 | 2.5% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $32,425,517 | $2,313,455 ▼ | -6.7% | 1,217,631 | 1.8% | ETF |
VBR Vanguard Small-Cap Value ETF | $25,369,135 | $1,132,595 ▲ | 4.7% | 128,011 | 1.4% | ETF |
IVV iShares Core S&P 500 ETF | $24,500,549 | $499,795 ▲ | 2.1% | 41,619 | 1.3% | ETF |
SPTL SPDR Portfolio Long Term Treasury ETF | $23,602,015 | $3,136,096 ▲ | 15.3% | 901,184 | 1.3% | ETF |
VBK Vanguard Small-Cap Growth ETF | $22,699,265 | $1,276,240 ▲ | 6.0% | 81,051 | 1.2% | ETF |
AAPL Apple | $20,433,015 | $803,848 ▲ | 4.1% | 81,595 | 1.1% | Computer and Technology |
MDYG SPDR S&P 400 Mid CapGrowth ETF | $18,331,207 | $1,070,052 ▼ | -5.5% | 210,970 | 1.0% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $16,899,662 | $694,839 ▲ | 4.3% | 330,459 | 0.9% | ETF |
BSV Vanguard Short-Term Bond ETF | $15,067,285 | $1,523,921 ▼ | -9.2% | 194,995 | 0.8% | ETF |
IEFA iShares Core MSCI EAFE ETF | $14,271,345 | $1,060,666 ▲ | 8.0% | 203,064 | 0.8% | ETF |
IWY iShares Russell Top 200 Growth ETF | $13,863,287 | $634,053 ▼ | -4.4% | 58,925 | 0.8% | ETF |
VB Vanguard Small-Cap ETF | $13,715,766 | $2,738,972 ▲ | 25.0% | 57,082 | 0.7% | ETF |
VO Vanguard Mid-Cap ETF | $13,497,678 | $158,743 ▲ | 1.2% | 51,102 | 0.7% | ETF |
JCPB JPMorgan Core Plus Bond ETF | $13,389,913 | $8,368,102 ▲ | 166.6% | 290,643 | 0.7% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $13,304,203 | $1,004,263 ▼ | -7.0% | 165,888 | 0.7% | ETF |
IJR iShares Core S&P Small-Cap ETF | $13,155,301 | $382,417 ▲ | 3.0% | 114,175 | 0.7% | ETF |
NVDA NVIDIA | $12,220,179 | $216,879 ▲ | 1.8% | 90,998 | 0.7% | Computer and Technology |
TFI SPDR Nuveen Barclays Municipal Bond ETF | $10,604,287 | $679,556 ▼ | -6.0% | 232,448 | 0.6% | Finance |
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $8,747,389 | $184,779 ▲ | 2.2% | 91,981 | 0.5% | ETF |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $8,744,293 | $4,614,269 ▲ | 111.7% | 359,996 | 0.5% | ETF |
EFG iShares MSCI EAFE Growth ETF | $8,655,246 | $1,047,604 ▲ | 13.8% | 89,386 | 0.5% | ETF |
CWB SPDR Bloomberg Convertible Securities ETF | $8,547,673 | $84,511 ▲ | 1.0% | 109,740 | 0.5% | ETF |
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | $8,124,156 | $658,593 ▼ | -7.5% | 279,661 | 0.4% | ETF |
PZA Invesco National AMT-Free Municipal Bond ETF | $7,788,514 | $521,970 ▲ | 7.2% | 329,882 | 0.4% | ETF |
FDL First Trust Morningstar Dividend Leaders Index | $7,728,914 | $7,728,914 ▲ | New Holding | 191,975 | 0.4% | ETF |
PJUN Innovator U.S. Equity Power Buffer ETF - June | $7,714,739 | $117,586 ▼ | -1.5% | 205,620 | 0.4% | ETF |
MSFT Microsoft | $7,544,007 | $684,938 ▲ | 10.0% | 17,898 | 0.4% | Computer and Technology |
EMXC iShares MSCI Emerging Markets ex China ETF | $7,535,322 | $483,302 ▲ | 6.9% | 135,894 | 0.4% | Manufacturing |
SCHP Schwab U.S. TIPS ETF | $7,349,474 | $3,720,095 ▲ | 102.5% | 284,532 | 0.4% | ETF |
MUB iShares National Muni Bond ETF | $7,013,679 | $90,355 ▲ | 1.3% | 65,825 | 0.4% | ETF |
FNDA Schwab Fundamental U.S. Small Company Index ETF | $7,002,996 | $3,204,691 ▲ | 84.4% | 235,791 | 0.4% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $6,881,568 | $209,273 ▲ | 3.1% | 53,205 | 0.4% | ETF |
PGX Invesco Preferred ETF | $6,711,604 | $282,093 ▼ | -4.0% | 582,099 | 0.4% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $6,615,614 | $219,025 ▼ | -3.2% | 52,194 | 0.4% | ETF |
RVNU Xtrackers Municipal Infrastructure Revenue Bond Fund | $6,317,631 | $127,816 ▼ | -2.0% | 250,104 | 0.3% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $6,173,127 | $591,294 ▲ | 10.6% | 129,091 | 0.3% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $6,039,234 | $61,008 ▼ | -1.0% | 120,471 | 0.3% | ETF |
AMZN Amazon.com | $6,000,463 | $415,958 ▲ | 7.4% | 27,351 | 0.3% | Retail/Wholesale |
SPY SPDR S&P 500 ETF Trust | $5,871,790 | $760,127 ▲ | 14.9% | 10,019 | 0.3% | Finance |
PIN Invesco India ETF | $5,498,350 | $1,055,387 ▲ | 23.8% | 213,362 | 0.3% | ETF |
PECO Phillips Edison & Company, Inc. | $5,457,772 | $139,239 ▼ | -2.5% | 145,696 | 0.3% | Finance |
ISCF iShares International Small Cap Equity Factor ETF | $5,243,054 | $671,715 ▲ | 14.7% | 162,424 | 0.3% | ETF |
SLYV SPDR S&P 600 Small CapValue ETF | $5,241,567 | $329,806 ▼ | -5.9% | 60,075 | 0.3% | ETF |
IWF iShares Russell 1000 Growth ETF | $5,039,346 | $19,276 ▼ | -0.4% | 12,549 | 0.3% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $4,994,994 | $152,908 ▼ | -3.0% | 113,419 | 0.3% | ETF |
FDEM Fidelity Emerging Markets Multifactor ETF | $4,922,862 | $4,075,965 ▲ | 481.3% | 195,119 | 0.3% | ETF |
BKLN Invesco Senior Loan ETF | $4,902,922 | $550,980 ▼ | -10.1% | 232,697 | 0.3% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $4,902,871 | $365,649 ▼ | -6.9% | 54,265 | 0.3% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $4,860,412 | $1,093,808 ▼ | -18.4% | 50,159 | 0.3% | Finance |
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund | $4,567,786 | $161,757 ▲ | 3.7% | 203,374 | 0.2% | Finance |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $4,133,987 | $360,452 ▼ | -8.0% | 52,562 | 0.2% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $4,125,760 | $741,766 ▲ | 21.9% | 41,126 | 0.2% | ETF |
VOO Vanguard S&P 500 ETF | $4,030,555 | $234,397 ▲ | 6.2% | 7,480 | 0.2% | ETF |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $3,989,784 | $158,831 ▼ | -3.8% | 34,640 | 0.2% | ETF |
SCHD Schwab US Dividend Equity ETF | $3,963,303 | $2,615,665 ▲ | 194.1% | 145,070 | 0.2% | ETF |
VGT Vanguard Information Technology ETF | $3,927,038 | $32,332 ▲ | 0.8% | 6,316 | 0.2% | ETF |
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF | $3,890,748 | $77,861 ▲ | 2.0% | 82,101 | 0.2% | Finance |
EFA iShares MSCI EAFE ETF | $3,828,425 | $58,220 ▲ | 1.5% | 50,634 | 0.2% | Finance |
VTI Vanguard Total Stock Market ETF | $3,690,167 | $7,904,892 ▼ | -68.2% | 12,733 | 0.2% | ETF |
OEF iShares S&P 100 ETF | $3,635,478 | $230,214 ▲ | 6.8% | 12,586 | 0.2% | ETF |
META Meta Platforms | $3,368,551 | $138,185 ▲ | 4.3% | 5,753 | 0.2% | Computer and Technology |
PJUL Innovator U.S. Equity Power Buffer ETF - July | $3,323,942 | | 0.0% | 80,737 | 0.2% | ETF |
SWAN Amplify BlackSwan Growth & Treasury Core ETF | $3,234,498 | $40,319 ▼ | -1.2% | 110,146 | 0.2% | ETF |
DIVO Amplify YieldShares CWP Dividend & Option Income ETF | $3,180,984 | $66,468 ▲ | 2.1% | 78,582 | 0.2% | ETF |
ABBV AbbVie | $3,093,422 | $5,509 ▲ | 0.2% | 17,408 | 0.2% | Medical |
VTV Vanguard Value ETF | $2,981,192 | $144,074 ▲ | 5.1% | 17,609 | 0.2% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $2,846,018 | $108,472 ▼ | -3.7% | 74,173 | 0.2% | ETF |
VV Vanguard Large-Cap ETF | $2,765,623 | $1,208,038 ▼ | -30.4% | 10,254 | 0.2% | ETF |
XLG Invesco S&P 500 Top 50 ETF | $2,682,037 | $122,551 ▼ | -4.4% | 53,684 | 0.1% | ETF |
TSLA Tesla | $2,656,309 | $264,096 ▼ | -9.0% | 6,578 | 0.1% | Auto/Tires/Trucks |
VUG Vanguard Growth ETF | $2,647,920 | $184,300 ▼ | -6.5% | 6,451 | 0.1% | ETF |
LLY Eli Lilly and Company | $2,606,672 | $175,219 ▲ | 7.2% | 3,377 | 0.1% | Medical |
SCHA Schwab US Small-Cap ETF | $2,578,524 | $1,258,295 ▲ | 95.3% | 99,711 | 0.1% | ETF |
GWX SPDR S&P International Small Cap ETF | $2,456,987 | $144,328 ▲ | 6.2% | 79,296 | 0.1% | ETF |
QQQ Invesco QQQ | $2,417,587 | $20,960 ▼ | -0.9% | 4,729 | 0.1% | Finance |
HYMB SPDR Nuveen Bloomberg High Yield Municipal Bond ETF | $2,368,579 | $198,347 ▼ | -7.7% | 92,595 | 0.1% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $2,366,213 | $207,583 ▼ | -8.1% | 22,433 | 0.1% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $2,363,225 | $1,908,919 ▲ | 420.2% | 85,284 | 0.1% | ETF |
GILD Gilead Sciences | $2,343,624 | $335,028 ▲ | 16.7% | 25,372 | 0.1% | Medical |
BRK.B Berkshire Hathaway | $2,292,364 | $29,918 ▲ | 1.3% | 5,057 | 0.1% | Finance |
GOOGL Alphabet | $2,191,302 | $155,034 ▲ | 7.6% | 11,576 | 0.1% | Computer and Technology |
SPAB SPDR Portfolio Aggregate Bond ETF | $2,167,424 | $250,199 ▼ | -10.3% | 86,732 | 0.1% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $2,118,035 | $1,029,177 ▼ | -32.7% | 25,836 | 0.1% | Manufacturing |
GOOG Alphabet | $2,102,250 | $429,248 ▲ | 25.7% | 11,039 | 0.1% | Computer and Technology |
IWO iShares Russell 2000 Growth ETF | $2,057,419 | $7,484 ▲ | 0.4% | 7,148 | 0.1% | ETF |
TLT iShares 20+ Year Treasury Bond ETF | $1,973,221 | $375,170 ▲ | 23.5% | 22,595 | 0.1% | ETF |
AXP American Express | $1,945,380 | $12,168 ▼ | -0.6% | 6,555 | 0.1% | Finance |
SPYG SPDR Portfolio S&P 500 Growth ETF | $1,917,677 | $36,478 ▲ | 1.9% | 21,817 | 0.1% | ETF |
VLUE iShares MSCI USA Value Factor ETF | $1,908,584 | $950 ▼ | 0.0% | 18,072 | 0.1% | ETF |
XOM Exxon Mobil | $1,895,878 | $409,725 ▲ | 27.6% | 17,625 | 0.1% | Oils/Energy |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | $1,895,026 | $116,185 ▲ | 6.5% | 43,826 | 0.1% | ETF |
