VTI Vanguard Total Stock Market ETF | $412,176,592 | $1,603,266 ▲ | 0.4% | 1,455,619 | 30.3% | ETF |
BND Vanguard Total Bond Market ETF | $108,515,263 | $3,447,249 ▲ | 3.3% | 1,444,751 | 8.0% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $64,751,043 | $1,312,963 ▲ | 2.1% | 1,226,113 | 4.8% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $58,874,419 | $2,478,498 ▲ | 4.4% | 702,978 | 4.3% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $52,727,700 | $7,182 ▲ | 0.0% | 836,948 | 3.9% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $40,890,075 | $4,929 ▼ | 0.0% | 854,547 | 3.0% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $35,458,754 | $201,409 ▼ | -0.6% | 446,471 | 2.6% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $28,577,094 | $1,730,791 ▲ | 6.4% | 627,930 | 2.1% | ETF |
SCHB Schwab US Broad Market ETF | $24,918,369 | $1,493,705 ▼ | -5.7% | 374,600 | 1.8% | ETF |
VB Vanguard Small-Cap ETF | $23,432,863 | $259,746 ▼ | -1.1% | 98,785 | 1.7% | ETF |
VNQ Vanguard Real Estate ETF | $20,422,491 | $329,584 ▲ | 1.6% | 209,626 | 1.5% | ETF |
VDC Vanguard Consumer Staples ETF | $18,050,900 | $73,847 ▲ | 0.4% | 82,620 | 1.3% | ETF |
VPU Vanguard Utilities ETF | $17,380,003 | $381,693 ▼ | -2.1% | 99,856 | 1.3% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $17,031,748 | $942,011 ▲ | 5.9% | 168,182 | 1.3% | Finance |
VO Vanguard Mid-Cap ETF | $16,313,181 | $96,298 ▼ | -0.6% | 61,832 | 1.2% | ETF |
VYM Vanguard High Dividend Yield ETF | $15,596,117 | $31,409 ▼ | -0.2% | 121,655 | 1.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $13,301,660 | $81,402 ▼ | -0.6% | 67,160 | 1.0% | ETF |
IVV iShares Core S&P 500 ETF | $12,148,520 | $21,343 ▼ | -0.2% | 21,061 | 0.9% | ETF |
VGSH Vanguard Short-Term Treasury Index ETF | $12,020,879 | $406,824 ▲ | 3.5% | 203,675 | 0.9% | ETF |
SCHF Schwab International Equity ETF | $11,329,384 | $42,312 ▼ | -0.4% | 275,520 | 0.8% | ETF |
BNDX Vanguard Total International Bond ETF | $10,667,526 | $584,657 ▲ | 5.8% | 212,162 | 0.8% | ETF |
VV Vanguard Large-Cap ETF | $10,617,672 | $75,301 ▼ | -0.7% | 40,327 | 0.8% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $10,282,237 | $286,997 ▲ | 2.9% | 195,257 | 0.8% | Manufacturing |
IEMG iShares Core MSCI Emerging Markets ETF | $9,285,029 | $180,784 ▲ | 2.0% | 161,732 | 0.7% | ETF |
AAPL Apple | $9,077,091 | $209,936 ▼ | -2.3% | 38,957 | 0.7% | Computer and Technology |
IDEV iShares Core MSCI International Developed Markets ETF | $8,864,745 | $149,877 ▲ | 1.7% | 125,155 | 0.7% | ETF |
IEFA iShares Core MSCI EAFE ETF | $8,758,122 | $24,508 ▲ | 0.3% | 112,212 | 0.6% | ETF |
SCHA Schwab US Small-Cap ETF | $8,487,007 | $213,056 ▼ | -2.4% | 164,796 | 0.6% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $8,392,841 | $24,262 ▼ | -0.3% | 101,009 | 0.6% | ETF |
SCHX Schwab US Large-Cap ETF | $8,184,878 | $156,191 ▼ | -1.9% | 120,632 | 0.6% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $8,132,529 | $81,528 ▼ | -1.0% | 64,739 | 0.6% | ETF |
SCHD Schwab US Dividend Equity ETF | $7,623,336 | $142,433 ▲ | 1.9% | 90,185 | 0.6% | ETF |
VIOO Vanguard S&P Small-Cap 600 ETF | $7,445,102 | $1,078,994 ▼ | -12.7% | 68,821 | 0.5% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $6,878,857 | $56,126 ▲ | 0.8% | 82,728 | 0.5% | Manufacturing |
BSV Vanguard Short-Term Bond ETF | $6,152,854 | $11,646 ▲ | 0.2% | 78,191 | 0.5% | ETF |
IVW iShares S&P 500 Growth ETF | $5,725,778 | $22,118 ▼ | -0.4% | 59,799 | 0.4% | ETF |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $5,604,438 | $220,628 ▲ | 4.1% | 104,327 | 0.4% | Manufacturing |
VTEB Vanguard Tax-Exempt Bond ETF | $5,488,413 | $306,414 ▲ | 5.9% | 107,363 | 0.4% | ETF |
MUB iShares National Muni Bond ETF | $5,272,482 | $234,859 ▼ | -4.3% | 48,536 | 0.4% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $5,114,242 | $160,228 ▼ | -3.0% | 175,265 | 0.4% | ETF |
NVDA NVIDIA | $4,946,009 | $2,501,543 ▼ | -33.6% | 40,728 | 0.4% | Computer and Technology |
ESGV Vanguard ESG US Stock ETF | $4,479,066 | $6,099 ▲ | 0.1% | 44,064 | 0.3% | ETF |
QQQ Invesco QQQ | $4,390,670 | $3,210,519 ▼ | -42.2% | 8,996 | 0.3% | Finance |
MSFT Microsoft | $4,088,043 | $203,111 ▼ | -4.7% | 9,500 | 0.3% | Computer and Technology |
SCHZ Schwab U.S. Aggregate Bond ETF | $4,062,682 | $146,790 ▼ | -3.5% | 85,494 | 0.3% | ETF |
VGT Vanguard Information Technology ETF | $3,937,417 | | 0.0% | 6,713 | 0.3% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $3,722,123 | $60,338 ▼ | -1.6% | 96,603 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $3,647,151 | $14,503 ▲ | 0.4% | 31,183 | 0.3% | ETF |
IAU iShares Gold Trust | $3,316,432 | | 0.0% | 66,729 | 0.2% | Finance |
SPDW SPDR Portfolio Developed World ex-US ETF | $3,153,069 | | 0.0% | 83,947 | 0.2% | ETF |
HD Home Depot | $2,725,201 | $28,767 ▼ | -1.0% | 6,726 | 0.2% | Retail/Wholesale |
VOT Vanguard Mid-Cap Growth ETF | $2,671,330 | | 0.0% | 10,972 | 0.2% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $2,655,629 | $2,100 ▼ | -0.1% | 29,084 | 0.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,606,440 | $200,804 ▼ | -7.2% | 4,543 | 0.2% | Finance |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $2,519,416 | $15,745 ▼ | -0.6% | 20,002 | 0.2% | ETF |
PNFP Pinnacle Financial Partners | $2,511,514 | $47,319 ▼ | -1.8% | 25,636 | 0.2% | Finance |
VWOB Vanguard Emerging Markets Government Bond ETF | $2,466,956 | $312,866 ▼ | -11.3% | 37,170 | 0.2% | ETF |
VOO Vanguard S&P 500 ETF | $2,441,359 | $81,783 ▼ | -3.2% | 4,627 | 0.2% | ETF |
MLPX Global X MLP & Energy Infrastructure ETF | $2,415,286 | $135,640 ▼ | -5.3% | 44,374 | 0.2% | ETF |
VBR Vanguard Small-Cap Value ETF | $2,408,156 | $803 ▲ | 0.0% | 11,994 | 0.2% | ETF |
SCHH Schwab U.S. REIT ETF | $2,283,751 | $34,014 ▼ | -1.5% | 98,565 | 0.2% | ETF |
AMZN Amazon.com | $2,159,215 | $85,713 ▼ | -3.8% | 11,588 | 0.2% | Retail/Wholesale |
MSTR MicroStrategy | $2,109,186 | $2,109,186 ▲ | New Holding | 12,510 | 0.2% | Computer and Technology |
IUSB iShares Core Total USD Bond Market ETF | $2,090,521 | $2,780 ▲ | 0.1% | 44,366 | 0.2% | Manufacturing |
JNJ Johnson & Johnson | $2,073,252 | $19,447 ▼ | -0.9% | 12,793 | 0.2% | Medical |
RSP Invesco S&P 500 Equal Weight ETF | $2,072,165 | $1,792 ▼ | -0.1% | 11,566 | 0.2% | ETF |
VXF Vanguard Extended Market ETF | $2,006,962 | $24,568 ▲ | 1.2% | 11,028 | 0.1% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $1,990,354 | $88,094 ▲ | 4.6% | 38,409 | 0.1% | ETF |
VANGUARD MALVERN FDS
| $1,848,137 | $324,125 ▲ | 21.3% | 23,338 | 0.1% | CORE BD ETF |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $1,835,211 | $28,403 ▼ | -1.5% | 60,608 | 0.1% | ETF |
IVE iShares S&P 500 Value ETF | $1,824,809 | | 0.0% | 9,255 | 0.1% | ETF |
DVY iShares Select Dividend ETF | $1,753,344 | $6,078 ▼ | -0.3% | 12,981 | 0.1% | ETF |
AMGN Amgen | $1,709,475 | $71,859 ▲ | 4.4% | 5,305 | 0.1% | Medical |
COIN Coinbase Global | $1,692,615 | $1,692,615 ▲ | New Holding | 9,500 | 0.1% | Business Services |
VTV Vanguard Value ETF | $1,646,941 | $70,703 ▼ | -4.1% | 9,434 | 0.1% | ETF |
VXUS Vanguard Total International Stock ETF | $1,642,037 | $2,266 ▲ | 0.1% | 25,364 | 0.1% | ETF |
XOM Exxon Mobil | $1,600,270 | $68,221 ▼ | -4.1% | 13,652 | 0.1% | Oils/Energy |
HDV iShares Core High Dividend ETF | $1,594,810 | $2,941 ▲ | 0.2% | 13,559 | 0.1% | ETF |
IWM iShares Russell 2000 ETF | $1,584,444 | $17,450 ▼ | -1.1% | 7,173 | 0.1% | Finance |
TAN Invesco Solar ETF | $1,583,515 | | 0.0% | 36,732 | 0.1% | ETF |
MRK Merck & Co., Inc. | $1,503,115 | $12,833 ▲ | 0.9% | 13,236 | 0.1% | Medical |
IYH iShares U.S. Healthcare ETF | $1,498,763 | $5,135 ▼ | -0.3% | 23,058 | 0.1% | ETF |
IBB iShares Biotechnology ETF | $1,479,630 | $26,937 ▼ | -1.8% | 10,162 | 0.1% | Finance |
DGRO iShares Core Dividend Growth ETF | $1,471,842 | $1,066 ▼ | -0.1% | 23,478 | 0.1% | ETF |
IYW iShares U.S. Technology ETF | $1,451,914 | | 0.0% | 9,576 | 0.1% | Manufacturing |
IXN iShares Global Tech ETF | $1,431,236 | $3,714 ▼ | -0.3% | 17,342 | 0.1% | ETF |
DE Deere & Company | $1,413,915 | $131,459 ▼ | -8.5% | 3,388 | 0.1% | Industrial Products |
VOE Vanguard Mid-Cap Value ETF | $1,410,429 | | 0.0% | 8,412 | 0.1% | ETF |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $1,406,753 | $46,602 ▼ | -3.2% | 15,033 | 0.1% | ETF |
LLY Eli Lilly and Company | $1,367,224 | $6,203 ▼ | -0.5% | 1,543 | 0.1% | Medical |
TIP iShares TIPS Bond ETF | $1,350,673 | $19,663 ▲ | 1.5% | 12,227 | 0.1% | ETF |
XLRE Real Estate Select Sector SPDR Fund | $1,334,313 | $39,266 ▲ | 3.0% | 29,870 | 0.1% | ETF |
USHY iShares Broad USD High Yield Corporate Bond ETF | $1,331,907 | $127,822 ▲ | 10.6% | 35,376 | 0.1% | ETF |
VT Vanguard Total World Stock ETF | $1,331,721 | | 0.0% | 11,125 | 0.1% | ETF |
PG Procter & Gamble | $1,315,374 | $19,224 ▼ | -1.4% | 7,595 | 0.1% | Consumer Staples |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | $1,314,395 | $2,103 ▲ | 0.2% | 24,998 | 0.1% | Manufacturing |
VUG Vanguard Growth ETF | $1,294,503 | $74,860 ▲ | 6.1% | 3,372 | 0.1% | ETF |
SDY SPDR S&P Dividend ETF | $1,286,068 | $10,511 ▼ | -0.8% | 9,054 | 0.1% | ETF |
VDE Vanguard Energy ETF | $1,274,616 | $5,266 ▲ | 0.4% | 10,408 | 0.1% | ETF |
XLU Utilities Select Sector SPDR Fund | $1,265,258 | | 0.0% | 15,663 | 0.1% | ETF |
