AAPL Apple | $265,814,945 | $96,554 ▼ | 0.0% | 1,164,527 | 6.5% | Computer and Technology |
NVDA NVIDIA | $238,539,263 | $11,568,234 ▲ | 5.1% | 1,785,874 | 5.9% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $118,817,950 | $10,514,647 ▼ | -8.1% | 199,822 | 2.9% | ETF |
AMZN Amazon.com | $95,768,166 | $349,525 ▲ | 0.4% | 434,008 | 2.4% | Retail/Wholesale |
QQQ Invesco QQQ | $89,869,982 | $2,438,168 ▲ | 2.8% | 175,157 | 2.2% | Finance |
MSFT Microsoft | $76,636,333 | $4,910,669 ▲ | 6.8% | 180,500 | 1.9% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $65,037,216 | $4,567,262 ▲ | 7.6% | 119,501 | 1.6% | ETF |
SPY SPDR S&P 500 ETF Trust | $58,602,047 | $58,602,047 ▲ | New Holding | 99,051 | 1.4% | Finance |
DFAC Dimensional U.S. Core Equity 2 ETF | $56,390,689 | $63,413 ▼ | -0.1% | 1,601,553 | 1.4% | ETF |
GOOG Alphabet | $53,769,147 | $95,650 ▲ | 0.2% | 276,576 | 1.3% | Computer and Technology |
HD Home Depot | $44,358,040 | $3,343,421 ▲ | 8.2% | 108,367 | 1.1% | Retail/Wholesale |
META Meta Platforms | $43,035,180 | $2,120,002 ▼ | -4.7% | 70,399 | 1.1% | Computer and Technology |
BBUS JP Morgan BetaBuilders U.S. Equity ETF | $42,594,632 | $3,374,913 ▲ | 8.6% | 397,598 | 1.0% | ETF |
OXY Occidental Petroleum | $42,438,312 | $192,778 ▲ | 0.5% | 811,440 | 1.0% | Oils/Energy |
IUSB iShares Core Total USD Bond Market ETF | $40,224,352 | $3,075,858 ▼ | -7.1% | 890,116 | 1.0% | Manufacturing |
V Visa | $40,056,540 | $2,855 ▲ | 0.0% | 126,262 | 1.0% | Business Services |
GOOGL Alphabet | $39,978,492 | $1,987,167 ▼ | -4.7% | 207,239 | 1.0% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $35,077,909 | $327,241 ▲ | 0.9% | 119,520 | 0.9% | ETF |
AVGO Broadcom | $34,982,783 | $10,929,496 ▲ | 45.4% | 152,491 | 0.9% | Computer and Technology |
TSLA Tesla | $34,139,771 | $1,010,136 ▼ | -2.9% | 82,499 | 0.8% | Auto/Tires/Trucks |
JPM JPMorgan Chase & Co. | $32,257,449 | $1,840,406 ▲ | 6.1% | 126,863 | 0.8% | Finance |
VUG Vanguard Growth ETF | $29,485,466 | $5,308,188 ▲ | 22.0% | 71,828 | 0.7% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $28,826,279 | $1,607,479 ▼ | -5.3% | 447,544 | 0.7% | ETF |
LLY Eli Lilly and Company | $28,007,381 | $1,197,026 ▼ | -4.1% | 36,968 | 0.7% | Medical |
MCO Moody's | $26,503,986 | $154,717 ▼ | -0.6% | 55,332 | 0.7% | Finance |
BRK.B Berkshire Hathaway | $26,411,632 | $83,306 ▼ | -0.3% | 57,068 | 0.6% | Finance |
QUAL iShares MSCI USA Quality Factor ETF | $26,149,733 | $2,825,223 ▲ | 12.1% | 145,705 | 0.6% | ETF |
MUB iShares National Muni Bond ETF | $25,871,297 | $1,477,606 ▲ | 6.1% | 244,092 | 0.6% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $23,963,100 | $4,212,534 ▼ | -15.0% | 247,246 | 0.6% | Finance |
IJR iShares Core S&P Small-Cap ETF | $22,118,048 | $2,171,465 ▲ | 10.9% | 188,447 | 0.5% | ETF |
MA Mastercard | $21,819,300 | $229,137 ▲ | 1.1% | 41,708 | 0.5% | Business Services |
DFAI Dimensional International Core Equity Market ETF | $21,396,137 | $295,359 ▲ | 1.4% | 727,018 | 0.5% | ETF |
BBIN JPMorgan BetaBuilders International Equity ETF | $21,000,050 | $4,114,671 ▲ | 24.4% | 364,394 | 0.5% | ETF |
IYW iShares U.S. Technology ETF | $20,064,049 | $219,840 ▼ | -1.1% | 126,404 | 0.5% | Manufacturing |
SCHG Schwab U.S. Large-Cap Growth ETF | $19,762,520 | $15,019,417 ▲ | 316.7% | 707,827 | 0.5% | ETF |
ABBV AbbVie | $19,332,280 | $3,027,937 ▲ | 18.6% | 111,297 | 0.5% | Medical |
GOVT iShares U.S. Treasury Bond ETF | $19,238,951 | $979,016 ▲ | 5.4% | 856,778 | 0.5% | ETF |
COST Costco Wholesale | $19,218,779 | $1,082,528 ▲ | 6.0% | 20,896 | 0.5% | Retail/Wholesale |
SGOV iShares 0-3 Month Treasury Bond ETF | $18,911,399 | $4,796,585 ▲ | 34.0% | 188,192 | 0.5% | ETF |
JHMM John Hancock Multifactor Mid Cap ETF | $18,614,591 | $355,151 ▼ | -1.9% | 301,061 | 0.5% | ETF |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $17,939,696 | $2,781,269 ▲ | 18.3% | 347,265 | 0.4% | ETF |
MCD McDonald's | $17,418,219 | $1,607,125 ▲ | 10.2% | 62,265 | 0.4% | Retail/Wholesale |
DFAE Dimensional Emerging Core Equity Market ETF | $17,414,923 | $1,895,979 ▲ | 12.2% | 691,617 | 0.4% | ETF |
SCHX Schwab US Large-Cap ETF | $17,352,785 | $13,237,396 ▲ | 321.7% | 739,045 | 0.4% | ETF |
AXP American Express | $17,269,403 | $211,807 ▲ | 1.2% | 55,443 | 0.4% | Finance |
TMO Thermo Fisher Scientific | $16,796,385 | $55,610 ▼ | -0.3% | 29,902 | 0.4% | Medical |
GLD SPDR Gold Shares | $16,596,059 | $1,382,316 ▲ | 9.1% | 66,225 | 0.4% | Finance |
IWB iShares Russell 1000 ETF | $16,586,843 | $1,371,145 ▼ | -7.6% | 50,844 | 0.4% | ETF |
DFAU Dimensional US Core Equity Market ETF | $16,432,800 | $44,879 ▲ | 0.3% | 400,214 | 0.4% | ETF |
MBB iShares MBS ETF | $16,098,298 | $2,226,141 ▲ | 16.0% | 175,631 | 0.4% | ETF |
IEFA iShares Core MSCI EAFE ETF | $15,705,340 | $609,365 ▲ | 4.0% | 221,109 | 0.4% | ETF |
XLV Health Care Select Sector SPDR Fund | $15,668,544 | $1,743,944 ▼ | -10.0% | 111,022 | 0.4% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $15,240,453 | $10,531,664 ▲ | 223.7% | 570,803 | 0.4% | ETF |
CRM Salesforce | $15,212,005 | $39,360 ▲ | 0.3% | 47,537 | 0.4% | Computer and Technology |
XOM Exxon Mobil | $15,109,862 | $369,693 ▼ | -2.4% | 135,734 | 0.4% | Oils/Energy |
WFC Wells Fargo & Company | $14,976,327 | $294,685 ▲ | 2.0% | 197,187 | 0.4% | Finance |
EFG iShares MSCI EAFE Growth ETF | $14,627,963 | $1,958,578 ▲ | 15.5% | 149,082 | 0.4% | ETF |
IWM iShares Russell 2000 ETF | $14,590,660 | $14,590,660 ▲ | New Holding | 64,995 | 0.4% | Finance |
IVE iShares S&P 500 Value ETF | $14,419,557 | $1,702,997 ▲ | 13.4% | 74,782 | 0.4% | ETF |
EFV iShares MSCI EAFE Value ETF | $14,346,994 | $1,947,685 ▲ | 15.7% | 270,545 | 0.4% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $14,186,117 | $871,149 ▼ | -5.8% | 293,526 | 0.3% | ETF |
IAU iShares Gold Trust | $13,988,872 | $2,013,558 ▲ | 16.8% | 272,954 | 0.3% | Finance |
CVX Chevron | $13,656,820 | $1,050,476 ▲ | 8.3% | 85,687 | 0.3% | Oils/Energy |
JNJ Johnson & Johnson | $13,159,899 | $503,604 ▼ | -3.7% | 89,056 | 0.3% | Medical |
VIG Vanguard Dividend Appreciation ETF | $13,113,786 | $263,708 ▲ | 2.1% | 66,288 | 0.3% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $13,005,017 | $453,054 ▲ | 3.6% | 260,988 | 0.3% | ETF |
WMT Walmart | $12,733,125 | $131,199 ▲ | 1.0% | 139,464 | 0.3% | Retail/Wholesale |
JCPB JPMorgan Core Plus Bond ETF | $12,450,530 | $4,006,175 ▲ | 47.4% | 270,018 | 0.3% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $12,103,373 | $1,083,253 ▲ | 9.8% | 67,553 | 0.3% | ETF |
BAC Bank of America | $12,075,938 | $3,099,975 ▲ | 34.5% | 258,918 | 0.3% | Finance |
VGT Vanguard Information Technology ETF | $11,948,903 | $879,014 ▲ | 7.9% | 19,330 | 0.3% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $11,861,175 | $557,330 ▲ | 4.9% | 228,187 | 0.3% | ETF |
SCHW Charles Schwab | $11,858,263 | $85,326 ▼ | -0.7% | 157,042 | 0.3% | Finance |
AVLV Avantis U.S. Large Cap Value ETF | $11,847,457 | $2,055,949 ▲ | 21.0% | 171,827 | 0.3% | ETF |
JQUA JPMorgan US Quality Factor ETF | $11,817,170 | $1,127,857 ▼ | -8.7% | 203,149 | 0.3% | ETF |
DFSV Dimensional US Small Cap Value ETF | $11,702,105 | $1,730,358 ▲ | 17.4% | 370,907 | 0.3% | ETF |
APPLOVIN CORP
| $11,619,021 | $818,405 ▼ | -6.6% | 34,996 | 0.3% | COM CL A |
EMXC iShares MSCI Emerging Markets ex China ETF | $11,513,912 | $2,012,869 ▲ | 21.2% | 205,422 | 0.3% | Manufacturing |
EFA iShares MSCI EAFE ETF | $11,272,284 | $554,943 ▼ | -4.7% | 147,408 | 0.3% | Finance |
TLT iShares 20+ Year Treasury Bond ETF | $11,013,058 | $1,774,480 ▲ | 19.2% | 126,529 | 0.3% | ETF |
PG Procter & Gamble | $10,929,596 | $971,174 ▲ | 9.8% | 68,098 | 0.3% | Consumer Staples |
BX Blackstone | $10,864,196 | $308,729 ▼ | -2.8% | 61,477 | 0.3% | Finance |
IVW iShares S&P 500 Growth ETF | $10,760,475 | $404,056 ▲ | 3.9% | 104,980 | 0.3% | ETF |
AVDV Avantis International Small Cap Value ETF | $10,741,526 | $1,385,665 ▲ | 14.8% | 166,123 | 0.3% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $10,727,226 | $2,194,442 ▼ | -17.0% | 130,661 | 0.3% | Manufacturing |
VB Vanguard Small-Cap ETF | $10,522,768 | $750,583 ▲ | 7.7% | 42,521 | 0.3% | ETF |
SCHF Schwab International Equity ETF | $10,346,758 | $5,752,856 ▲ | 125.2% | 553,007 | 0.3% | ETF |
VTV Vanguard Value ETF | $10,245,634 | $822,638 ▲ | 8.7% | 58,985 | 0.3% | ETF |
LMT Lockheed Martin | $10,081,407 | $2,333,032 ▲ | 30.1% | 20,707 | 0.2% | Aerospace |
NFLX Netflix | $10,060,327 | $567,752 ▲ | 6.0% | 11,943 | 0.2% | Consumer Discretionary |
CME CME Group | $9,828,570 | $69,228 ▲ | 0.7% | 42,308 | 0.2% | Finance |
BND Vanguard Total Bond Market ETF | $9,768,390 | $2,039,937 ▲ | 26.4% | 135,804 | 0.2% | ETF |
CSCO Cisco Systems | $9,427,724 | $217,565 ▲ | 2.4% | 157,602 | 0.2% | Computer and Technology |
PPA Invesco Aerospace & Defense ETF | $9,200,431 | $24,927 ▼ | -0.3% | 77,510 | 0.2% | ETF |
ADP Automatic Data Processing | $9,161,107 | $2,291,017 ▲ | 33.3% | 30,926 | 0.2% | Business Services |
UNH UnitedHealth Group | $8,993,370 | $2,026,495 ▲ | 29.1% | 17,614 | 0.2% | Medical |
QCOM QUALCOMM | $8,895,926 | $149,646 ▲ | 1.7% | 55,107 | 0.2% | Computer and Technology |
RTX RTX | $8,827,007 | $149,974 ▲ | 1.7% | 73,277 | 0.2% | Aerospace |
DIS Walt Disney | $8,721,456 | $506,007 ▼ | -5.5% | 81,922 | 0.2% | Consumer Discretionary |
IWR iShares Russell Mid-Cap ETF | $8,644,186 | $5,461,064 ▲ | 171.6% | 94,876 | 0.2% | ETF |
