VTI Vanguard Total Stock Market ETF | $397,085,289 | $3,880,466 ▲ | 1.0% | 1,444,787 | 29.8% | ETF |
BND Vanguard Total Bond Market ETF | $118,115,627 | $6,859,937 ▲ | 6.2% | 1,608,109 | 8.9% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $66,498,850 | $2,489,704 ▲ | 3.9% | 1,308,260 | 5.0% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $61,296,709 | $1,749,746 ▲ | 2.9% | 749,715 | 4.6% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $52,846,336 | $836,987 ▲ | 1.6% | 871,189 | 4.0% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $40,071,732 | $1,046,955 ▲ | 2.7% | 885,367 | 3.0% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $35,933,228 | $975,619 ▲ | 2.8% | 455,197 | 2.7% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $27,991,317 | $1,614,993 ▲ | 6.1% | 686,735 | 2.1% | ETF |
SCHB Schwab US Broad Market ETF | $22,879,743 | $954,856 ▼ | -4.0% | 1,062,691 | 1.7% | ETF |
VB Vanguard Small-Cap ETF | $21,819,206 | $161,211 ▲ | 0.7% | 98,396 | 1.6% | ETF |
VNQ Vanguard Real Estate ETF | $19,838,737 | $777,738 ▲ | 4.1% | 219,116 | 1.5% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $19,161,100 | $513,593 ▲ | 2.8% | 193,703 | 1.4% | Finance |
VDC Vanguard Consumer Staples ETF | $17,558,903 | $227,790 ▼ | -1.3% | 80,244 | 1.3% | ETF |
VPU Vanguard Utilities ETF | $16,206,337 | $367,072 ▼ | -2.2% | 94,879 | 1.2% | ETF |
VYM Vanguard High Dividend Yield ETF | $15,172,513 | $237,415 ▼ | -1.5% | 117,653 | 1.1% | ETF |
VO Vanguard Mid-Cap ETF | $15,132,537 | $391,031 ▼ | -2.5% | 58,513 | 1.1% | ETF |
VGSH Vanguard Short-Term Treasury Index ETF | $13,536,021 | $1,040,338 ▲ | 8.3% | 230,636 | 1.0% | ETF |
VIG Vanguard Dividend Appreciation ETF | $12,779,843 | $26,189 ▲ | 0.2% | 65,879 | 1.0% | ETF |
BNDX Vanguard Total International Bond ETF | $11,560,950 | $717,311 ▲ | 6.6% | 236,808 | 0.9% | ETF |
IVV iShares Core S&P 500 ETF | $10,955,035 | $236,565 ▼ | -2.1% | 19,496 | 0.8% | ETF |
SCHF Schwab International Equity ETF | $10,554,095 | $464,375 ▼ | -4.2% | 533,574 | 0.8% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $10,317,767 | $280,284 ▲ | 2.8% | 197,017 | 0.8% | Manufacturing |
VV Vanguard Large-Cap ETF | $9,770,132 | $550,296 ▼ | -5.3% | 38,012 | 0.7% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $8,932,726 | $456,586 ▲ | 5.4% | 165,513 | 0.7% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $8,628,288 | $1,421,414 ▲ | 19.7% | 70,718 | 0.6% | ETF |
IEFA iShares Core MSCI EAFE ETF | $8,417,002 | $35,556 ▲ | 0.4% | 111,262 | 0.6% | ETF |
AAPL Apple | $8,327,332 | $78,189 ▼ | -0.9% | 37,489 | 0.6% | Computer and Technology |
SCHM Schwab U.S. Mid-Cap ETF | $8,274,569 | $140,275 ▲ | 1.7% | 315,823 | 0.6% | ETF |
SCHX Schwab US Large-Cap ETF | $8,115,208 | $52,859 ▼ | -0.6% | 367,537 | 0.6% | ETF |
SCHA Schwab US Small-Cap ETF | $7,481,195 | $182,684 ▼ | -2.4% | 319,300 | 0.6% | ETF |
SCHD Schwab US Dividend Equity ETF | $7,452,298 | $142,484 ▲ | 1.9% | 266,534 | 0.6% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $7,081,801 | $33,009 ▲ | 0.5% | 85,601 | 0.5% | Manufacturing |
MUB iShares National Muni Bond ETF | $6,307,643 | $1,092,149 ▲ | 20.9% | 59,822 | 0.5% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $6,131,583 | $668,649 ▲ | 12.2% | 89,005 | 0.5% | ETF |
BSV Vanguard Short-Term Bond ETF | $6,030,152 | $202,119 ▲ | 3.5% | 77,033 | 0.5% | ETF |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $5,847,370 | $198,001 ▲ | 3.5% | 111,336 | 0.4% | Manufacturing |
IVW iShares S&P 500 Growth ETF | $5,591,267 | | 0.0% | 60,231 | 0.4% | ETF |
VIOO Vanguard S&P Small-Cap 600 ETF | $5,587,875 | $401,774 ▼ | -6.7% | 57,899 | 0.4% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $4,960,295 | $276,283 ▲ | 5.9% | 99,966 | 0.4% | ETF |
BRK.A Berkshire Hathaway | $4,790,650 | $4,790,650 ▲ | New Holding | 6 | 0.4% | Finance |
ESGV Vanguard ESG US Stock ETF | $4,719,433 | $159,267 ▲ | 3.5% | 48,182 | 0.4% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $4,640,254 | $225,771 ▼ | -4.6% | 168,308 | 0.3% | ETF |
QQQ Invesco QQQ | $4,162,065 | $67,992 ▼ | -1.6% | 8,876 | 0.3% | Finance |
NVDA NVIDIA | $3,744,747 | $462,349 ▼ | -11.0% | 34,552 | 0.3% | Computer and Technology |
IAU iShares Gold Trust | $3,608,176 | | 0.0% | 61,197 | 0.3% | Finance |
MSFT Microsoft | $3,407,713 | $8,634 ▼ | -0.3% | 9,078 | 0.3% | Computer and Technology |
SCHZ Schwab U.S. Aggregate Bond ETF | $3,342,443 | $507,249 ▼ | -13.2% | 144,320 | 0.3% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $3,335,009 | $161,532 ▼ | -4.6% | 92,949 | 0.3% | ETF |
VGT Vanguard Information Technology ETF | $3,295,374 | $172,470 ▼ | -5.0% | 6,076 | 0.2% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $3,060,775 | | 0.0% | 84,064 | 0.2% | ETF |
MLPX Global X MLP & Energy Infrastructure ETF | $2,992,045 | $9,699 ▲ | 0.3% | 46,890 | 0.2% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $2,758,858 | $2,342 ▲ | 0.1% | 29,456 | 0.2% | ETF |
PNFP Pinnacle Financial Partners | $2,725,883 | $4,030 ▲ | 0.1% | 25,706 | 0.2% | Finance |
VOT Vanguard Mid-Cap Growth ETF | $2,684,178 | | 0.0% | 10,972 | 0.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,510,569 | $30,767 ▼ | -1.2% | 4,488 | 0.2% | Finance |
HD Home Depot | $2,401,003 | $69,637 ▼ | -2.8% | 6,551 | 0.2% | Retail/Wholesale |
VOO Vanguard S&P 500 ETF | $2,380,852 | $400,834 ▼ | -14.4% | 4,633 | 0.2% | ETF |
VBR Vanguard Small-Cap Value ETF | $2,222,999 | $9,873 ▲ | 0.4% | 11,933 | 0.2% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $2,211,070 | $32,021 ▼ | -1.4% | 19,127 | 0.2% | ETF |
VWOB Vanguard Emerging Markets Government Bond ETF | $2,168,409 | $36,401 ▲ | 1.7% | 33,776 | 0.2% | ETF |
VANGUARD MALVERN FDS
| $2,131,106 | $111,499 ▲ | 5.5% | 27,523 | 0.2% | CORE BD ETF |
AMZN Amazon.com | $2,121,232 | $5,137 ▼ | -0.2% | 11,149 | 0.2% | Retail/Wholesale |
IAGG iShares Core International Aggregate Bond ETF | $2,111,957 | $146,169 ▲ | 7.4% | 42,248 | 0.2% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $2,044,831 | $461 ▲ | 0.0% | 44,376 | 0.2% | Manufacturing |
RSP Invesco S&P 500 Equal Weight ETF | $2,002,539 | $1,039 ▼ | -0.1% | 11,560 | 0.2% | ETF |
SCHH Schwab U.S. REIT ETF | $1,964,892 | $100,430 ▼ | -4.9% | 91,348 | 0.1% | ETF |
JNJ Johnson & Johnson | $1,893,208 | $55,887 ▼ | -2.9% | 11,416 | 0.1% | Medical |
IVE iShares S&P 500 Value ETF | $1,760,388 | $3,430 ▼ | -0.2% | 9,237 | 0.1% | ETF |
USHY iShares Broad USD High Yield Corporate Bond ETF | $1,759,666 | $65,706 ▲ | 3.9% | 47,804 | 0.1% | ETF |
IJR iShares Core S&P Small-Cap ETF | $1,751,025 | $7,529 ▼ | -0.4% | 16,745 | 0.1% | ETF |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $1,681,958 | $24,050 ▼ | -1.4% | 55,879 | 0.1% | ETF |
DVY iShares Select Dividend ETF | $1,679,028 | $13,429 ▼ | -0.8% | 12,503 | 0.1% | ETF |
VXUS Vanguard Total International Stock ETF | $1,656,624 | $70,855 ▲ | 4.5% | 26,677 | 0.1% | ETF |
VTV Vanguard Value ETF | $1,616,115 | $72,376 ▼ | -4.3% | 9,356 | 0.1% | ETF |
HDV iShares Core High Dividend ETF | $1,605,931 | | 0.0% | 13,259 | 0.1% | ETF |
AMGN Amgen | $1,572,719 | $9,970 ▲ | 0.6% | 5,048 | 0.1% | Medical |
XLRE Real Estate Select Sector SPDR Fund | $1,516,551 | $230,843 ▲ | 18.0% | 36,238 | 0.1% | ETF |
XOM Exxon Mobil | $1,500,147 | $10,109 ▼ | -0.7% | 12,614 | 0.1% | Energy |
DGRO iShares Core Dividend Growth ETF | $1,450,477 | | 0.0% | 23,478 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $1,408,513 | | 0.0% | 5,742 | 0.1% | Finance |
IWM iShares Russell 2000 ETF | $1,395,034 | | 0.0% | 6,993 | 0.1% | Finance |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $1,351,637 | $41,310 ▼ | -3.0% | 14,920 | 0.1% | ETF |
VOE Vanguard Mid-Cap Value ETF | $1,350,490 | | 0.0% | 8,412 | 0.1% | ETF |
VDE Vanguard Energy ETF | $1,348,592 | $14,009 ▼ | -1.0% | 10,397 | 0.1% | ETF |
IYW iShares U.S. Technology ETF | $1,344,854 | | 0.0% | 9,576 | 0.1% | Manufacturing |
DE Deere & Company | $1,340,464 | $4,694 ▼ | -0.3% | 2,856 | 0.1% | Industrials |
PM Philip Morris International | $1,302,785 | $42,061 ▼ | -3.1% | 8,208 | 0.1% | Consumer Staples |
PG Procter & Gamble | $1,293,822 | $170 ▲ | 0.0% | 7,592 | 0.1% | Consumer Staples |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | $1,284,254 | $7,356 ▲ | 0.6% | 25,142 | 0.1% | Manufacturing |
VT Vanguard Total World Stock ETF | $1,275,489 | $3,711 ▼ | -0.3% | 11,000 | 0.1% | ETF |
IBB iShares Biotechnology ETF | $1,267,794 | $24,941 ▼ | -1.9% | 9,912 | 0.1% | Finance |
TIP iShares TIPS Bond ETF | $1,257,539 | $33,105 ▼ | -2.6% | 11,320 | 0.1% | ETF |
SDY SPDR S&P Dividend ETF | $1,228,989 | $271 ▲ | 0.0% | 9,058 | 0.1% | ETF |
XLU Utilities Select Sector SPDR Fund | $1,223,674 | | 0.0% | 15,519 | 0.1% | ETF |
TSLA Tesla | $1,201,725 | $17,105 ▼ | -1.4% | 4,637 | 0.1% | Auto/Tires/Trucks |
WMT Walmart | $1,179,108 | $17,821 ▼ | -1.5% | 13,431 | 0.1% | Retail/Wholesale |
LLY Eli Lilly and Company | $1,155,801 | $10,740 ▼ | -0.9% | 1,399 | 0.1% | Medical |
IXN iShares Global Tech ETF | $1,147,992 | $9,846 ▼ | -0.9% | 15,157 | 0.1% | ETF |
IWR iShares Russell Mid-Cap ETF | $1,147,084 | | 0.0% | 13,484 | 0.1% | ETF |
VUG Vanguard Growth ETF | $1,144,467 | $106,436 ▼ | -8.5% | 3,086 | 0.1% | ETF |
