VUG Vanguard Growth ETF | $1,030,868,899 | $8,272,539 ▲ | 0.8% | 2,685,044 | 24.8% | ETF |
VTV Vanguard Value ETF | $946,547,787 | $12,873,314 ▲ | 1.4% | 5,422,168 | 22.8% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $307,469,518 | $6,801,582 ▲ | 2.3% | 4,233,368 | 7.4% | Manufacturing |
IEFA iShares Core MSCI EAFE ETF | $256,411,405 | $8,876,158 ▲ | 3.6% | 3,285,220 | 6.2% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $128,112,683 | $2,062,397 ▲ | 1.6% | 2,231,539 | 3.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $121,301,820 | $12,506,035 ▲ | 11.5% | 1,197,806 | 2.9% | Finance |
VBR Vanguard Small-Cap Value ETF | $97,042,739 | $1,114,730 ▲ | 1.2% | 483,329 | 2.3% | ETF |
VOO Vanguard S&P 500 ETF | $91,461,464 | $208,957 ▲ | 0.2% | 173,331 | 2.2% | ETF |
VBK Vanguard Small-Cap Growth ETF | $84,122,741 | $1,238,727 ▲ | 1.5% | 314,630 | 2.0% | ETF |
SPY SPDR S&P 500 ETF Trust | $77,564,368 | $359,174 ▼ | -0.5% | 135,186 | 1.9% | Finance |
VTC Vanguard Total Corporate Bond Fund | $72,375,155 | $542,729 ▲ | 0.8% | 912,675 | 1.7% | ETF |
RODM Hartford Multifactor Developed Markets (ex-US) ETF | $65,639,860 | $3,100,782 ▼ | -4.5% | 2,152,021 | 1.6% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $54,421,697 | $268,362 ▲ | 0.5% | 2,320,755 | 1.3% | ETF |
MBB iShares MBS ETF | $48,264,666 | $308,891 ▲ | 0.6% | 503,754 | 1.2% | ETF |
SIMPLIFY MBS ETF
| $46,493,246 | $396,551 ▲ | 0.9% | 903,132 | 1.1% | ETF |
ACWI iShares MSCI ACWI ETF | $41,553,464 | $625,964 ▼ | -1.5% | 347,582 | 1.0% | Manufacturing |
IWV iShares Russell 3000 ETF | $41,315,224 | $3,267 ▲ | 0.0% | 126,451 | 1.0% | ETF |
JNJ Johnson & Johnson | $40,112,561 | $1,236,679 ▼ | -3.0% | 247,517 | 1.0% | Medical |
AAPL Apple | $37,504,517 | $2,555,771 ▼ | -6.4% | 160,964 | 0.9% | Computer and Technology |
VXUS Vanguard Total International Stock ETF | $32,191,771 | $5,607,131 ▼ | -14.8% | 497,247 | 0.8% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $23,377,735 | $1,320,826 ▼ | -5.3% | 345,314 | 0.6% | ETF |
IVV iShares Core S&P 500 ETF | $21,880,504 | $5,718,014 ▼ | -20.7% | 37,933 | 0.5% | ETF |
PG Procter & Gamble | $19,368,510 | $825,128 ▼ | -4.1% | 111,827 | 0.5% | Consumer Staples |
BRK.A Berkshire Hathaway | $17,970,680 | $2,073,540 ▼ | -10.3% | 26 | 0.4% | Finance |
ESGV Vanguard ESG US Stock ETF | $17,159,638 | $668,857 ▼ | -3.8% | 168,811 | 0.4% | ETF |
AGZ iShares Agency Bond ETF | $17,059,324 | $60,389 ▲ | 0.4% | 154,523 | 0.4% | Finance |
ACWX iShares MSCI ACWI ex U.S. ETF | $14,292,782 | $25,177 ▼ | -0.2% | 249,786 | 0.3% | Manufacturing |
MDY SPDR S&P MidCap 400 ETF Trust | $12,043,393 | $51,270 ▼ | -0.4% | 21,141 | 0.3% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $11,687,460 | $51,256 ▲ | 0.4% | 99,646 | 0.3% | ETF |
MSFT Microsoft | $11,294,655 | $1,315,443 ▼ | -10.4% | 26,248 | 0.3% | Computer and Technology |
EFG iShares MSCI EAFE Growth ETF | $10,300,489 | | 0.0% | 95,685 | 0.2% | ETF |
BRK.B Berkshire Hathaway | $10,140,909 | $723,529 ▲ | 7.7% | 22,033 | 0.2% | Finance |
VTI Vanguard Total Stock Market ETF | $10,065,530 | $1,133 ▲ | 0.0% | 35,547 | 0.2% | ETF |
IWF iShares Russell 1000 Growth ETF | $9,852,230 | $5,134,451 ▼ | -34.3% | 26,246 | 0.2% | ETF |
EFA iShares MSCI EAFE ETF | $9,502,547 | $291,200 ▲ | 3.2% | 113,626 | 0.2% | Finance |
MA Mastercard | $9,164,780 | $316,027 ▼ | -3.3% | 18,560 | 0.2% | Business Services |
IJJ iShares S&P Mid-Cap 400 Value ETF | $8,928,578 | | 0.0% | 72,226 | 0.2% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $8,201,491 | $55,281 ▲ | 0.7% | 62,015 | 0.2% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $8,057,848 | $1,386,304 ▼ | -14.7% | 87,652 | 0.2% | ETF |
EEM iShares MSCI Emerging Markets ETF | $7,797,816 | $30,084 ▼ | -0.4% | 170,035 | 0.2% | Finance |
DGRO iShares Core Dividend Growth ETF | $7,638,997 | $1,176,749 ▼ | -13.3% | 121,854 | 0.2% | ETF |
TSLA Tesla | $6,665,809 | $76,919 ▼ | -1.1% | 25,478 | 0.2% | Auto/Tires/Trucks |
IWM iShares Russell 2000 ETF | $6,634,092 | $212,058 ▲ | 3.3% | 30,033 | 0.2% | Finance |
IWD iShares Russell 1000 Value ETF | $6,250,304 | | 0.0% | 32,931 | 0.2% | ETF |
AMZN Amazon.com | $5,724,430 | $514,830 ▼ | -8.3% | 30,722 | 0.1% | Retail/Wholesale |
JPM JPMorgan Chase & Co. | $5,718,822 | $408,020 ▼ | -6.7% | 27,121 | 0.1% | Finance |
TMO Thermo Fisher Scientific | $5,670,493 | $2,566,475 ▼ | -31.2% | 9,167 | 0.1% | Medical |
IJT iShares S&P Small-Cap 600 Growth ETF | $5,446,945 | $1,670,532 ▼ | -23.5% | 39,049 | 0.1% | ETF |
VB Vanguard Small-Cap ETF | $5,425,481 | $27,991 ▲ | 0.5% | 22,872 | 0.1% | ETF |
CWI SPDR MSCI ACWI ex-US ETF | $5,244,235 | $85,141 ▼ | -1.6% | 172,281 | 0.1% | ETF |
IVW iShares S&P 500 Growth ETF | $5,186,490 | $244,258 ▲ | 4.9% | 54,167 | 0.1% | ETF |
XLV Health Care Select Sector SPDR Fund | $4,996,272 | $28,340 ▼ | -0.6% | 32,439 | 0.1% | ETF |
PWB Invesco Large Cap Growth ETF | $4,531,491 | $904,719 ▼ | -16.6% | 45,920 | 0.1% | ETF |
QQQ Invesco QQQ | $4,526,361 | $54,664 ▲ | 1.2% | 9,274 | 0.1% | Finance |
SCHF Schwab International Equity ETF | $4,477,598 | $10,444 ▲ | 0.2% | 108,891 | 0.1% | ETF |
VYM Vanguard High Dividend Yield ETF | $4,451,676 | $1,158,302 ▼ | -20.6% | 34,724 | 0.1% | ETF |
XLK Technology Select Sector SPDR Fund | $4,286,160 | $2,804,460 ▼ | -39.6% | 18,985 | 0.1% | ETF |
PWV Invesco Large Cap Value ETF | $4,024,914 | $2,174,327 ▼ | -35.1% | 69,013 | 0.1% | ETF |
IWN iShares Russell 2000 Value ETF | $4,004,848 | | 0.0% | 24,007 | 0.1% | ETF |
META Meta Platforms | $3,969,323 | $88,729 ▼ | -2.2% | 6,934 | 0.1% | Computer and Technology |
IWO iShares Russell 2000 Growth ETF | $3,896,227 | | 0.0% | 13,719 | 0.1% | ETF |
EFV iShares MSCI EAFE Value ETF | $3,791,088 | | 0.0% | 65,898 | 0.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $3,589,045 | | 0.0% | 18,121 | 0.1% | ETF |
IWB iShares Russell 1000 ETF | $3,473,589 | $2,241,847 ▼ | -39.2% | 11,049 | 0.1% | ETF |
AMT American Tower | $3,398,167 | $90,466 ▼ | -2.6% | 14,612 | 0.1% | Finance |
SCHG Schwab U.S. Large-Cap Growth ETF | $3,360,377 | $2,709 ▲ | 0.1% | 32,255 | 0.1% | ETF |
NVDA NVIDIA | $3,359,152 | $2,105,770 ▼ | -38.5% | 27,661 | 0.1% | Computer and Technology |
GOOG Alphabet | $3,288,627 | $393,732 ▼ | -10.7% | 19,670 | 0.1% | Computer and Technology |
DVY iShares Select Dividend ETF | $3,012,673 | $25,122 ▲ | 0.8% | 22,305 | 0.1% | ETF |
DIS Walt Disney | $2,887,542 | $249,230 ▼ | -7.9% | 30,019 | 0.1% | Consumer Discretionary |
OLED Universal Display | $2,864,715 | $32,325 ▼ | -1.1% | 13,648 | 0.1% | Computer and Technology |
KVUE Kenvue | $2,755,905 | $3,678 ▼ | -0.1% | 119,149 | 0.1% | Consumer Staples |
GOOGL Alphabet | $2,740,505 | $80,935 ▼ | -2.9% | 16,524 | 0.1% | Computer and Technology |
VNQ Vanguard Real Estate ETF | $2,712,757 | | 0.0% | 27,846 | 0.1% | ETF |
IJR iShares Core S&P Small-Cap ETF | $2,480,447 | $819 ▲ | 0.0% | 21,208 | 0.1% | ETF |
UNP Union Pacific | $2,400,222 | $57,676 ▼ | -2.3% | 9,738 | 0.1% | Transportation |
ISHARES BITCOIN TRUST ETF
| $2,225,933 | $2,225,933 ▲ | New Holding | 61,609 | 0.1% | ETF |
XLP Consumer Staples Select Sector SPDR Fund | $2,196,260 | $4,067 ▲ | 0.2% | 26,461 | 0.1% | ETF |
CGW Invesco S&P Global Water Index ETF | $2,146,243 | | 0.0% | 35,069 | 0.1% | ETF |
FI Fiserv | $2,140,350 | $269,475 ▼ | -11.2% | 11,914 | 0.1% | Business Services |
GS The Goldman Sachs Group | $2,034,048 | $42,582 ▼ | -2.1% | 4,108 | 0.0% | Finance |
DIA SPDR Dow Jones Industrial Average ETF Trust | $1,985,702 | | 0.0% | 4,693 | 0.0% | Finance |
SONY Sony Group | $1,921,164 | $1,149,473 ▼ | -37.4% | 19,894 | 0.0% | Consumer Discretionary |
XOM Exxon Mobil | $1,856,702 | $787,859 ▼ | -29.8% | 15,839 | 0.0% | Oils/Energy |
HD Home Depot | $1,792,321 | $450,613 ▼ | -20.1% | 4,423 | 0.0% | Retail/Wholesale |
MUB iShares National Muni Bond ETF | $1,785,578 | $1,955 ▲ | 0.1% | 16,437 | 0.0% | ETF |
NMFC New Mountain Finance | $1,785,020 | | 0.0% | 149,000 | 0.0% | Finance |
COST Costco Wholesale | $1,661,250 | $680,811 ▼ | -29.1% | 1,874 | 0.0% | Retail/Wholesale |
VWO Vanguard FTSE Emerging Markets ETF | $1,648,641 | $532,241 ▲ | 47.7% | 34,454 | 0.0% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $1,642,124 | $524,784 ▼ | -24.2% | 9,159 | 0.0% | ETF |
VDC Vanguard Consumer Staples ETF | $1,581,795 | | 0.0% | 7,240 | 0.0% | ETF |
IVE iShares S&P 500 Value ETF | $1,485,084 | $419,578 ▲ | 39.4% | 7,532 | 0.0% | ETF |
SUSA iShares MSCI USA ESG Select ETF | $1,450,210 | $3,731 ▲ | 0.3% | 12,048 | 0.0% | ETF |
EZU iShares MSCI Eurozone ETF | $1,424,986 | $22,668 ▼ | -1.6% | 27,283 | 0.0% | ETF |
VO Vanguard Mid-Cap ETF | $1,334,641 | $600,707 ▲ | 81.8% | 5,059 | 0.0% | ETF |
GLD SPDR Gold Shares | $1,298,913 | | 0.0% | 5,344 | 0.0% | Finance |
ECL Ecolab | $1,286,097 | $242,819 ▼ | -15.9% | 5,037 | 0.0% | Basic Materials |
LOW Lowe's Companies | $1,281,121 | $137,863 ▼ | -9.7% | 4,730 | 0.0% | Retail/Wholesale |
V Visa | $1,255,113 | $402,241 ▼ | -24.3% | 4,565 | 0.0% | Business Services |
AMGN Amgen | $1,206,354 | $119,540 ▼ | -9.0% | 3,744 | 0.0% | Medical |
