PRF Invesco RAFI US 1000 ETF | $28,869,158 | $419,699 ▼ | -1.4% | 682,970 | 9.7% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $28,122,156 | $769,913 ▼ | -2.7% | 904,540 | 9.4% | ETF |
DTD WisdomTree U.S. Total Dividend Fund | $21,217,018 | $220,986 ▼ | -1.0% | 266,814 | 7.1% | Finance |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $20,826,552 | $321,583 ▼ | -1.5% | 701,703 | 7.0% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $18,633,469 | $167,946 ▲ | 0.9% | 519,907 | 6.2% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $11,665,335 | $375,557 ▲ | 3.3% | 145,616 | 3.9% | ETF |
VYM Vanguard High Dividend Yield ETF | $11,177,656 | $138,643 ▲ | 1.3% | 83,847 | 3.7% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $9,741,853 | $38,114 ▲ | 0.4% | 144,925 | 3.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $9,152,516 | $22,863 ▼ | -0.2% | 14,812 | 3.1% | Finance |
DVY iShares Select Dividend ETF | $8,529,818 | $15,140 ▼ | -0.2% | 64,226 | 2.9% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $7,046,977 | $230,121 ▼ | -3.2% | 110,610 | 2.4% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $6,678,295 | $158,917 ▲ | 2.4% | 67,322 | 2.2% | Finance |
EEM iShares MSCI Emerging Markets ETF | $6,534,807 | $406,665 ▼ | -5.9% | 135,464 | 2.2% | Finance |
VBR Vanguard Small-Cap Value ETF | $5,755,632 | $635,874 ▲ | 12.4% | 29,508 | 1.9% | ETF |
VIG Vanguard Dividend Appreciation ETF | $5,720,742 | $39,507 ▼ | -0.7% | 27,947 | 1.9% | ETF |
DFAR Dimensional US Real Estate ETF | $5,700,120 | $98,110 ▲ | 1.8% | 242,972 | 1.9% | ETF |
VB Vanguard Small-Cap ETF | $5,058,330 | $123,964 ▲ | 2.5% | 21,341 | 1.7% | ETF |
GLD SPDR Gold Shares | $4,566,658 | $167,047 ▼ | -3.5% | 14,981 | 1.5% | Finance |
VO Vanguard Mid-Cap ETF | $4,540,515 | $21,832 ▼ | -0.5% | 16,222 | 1.5% | ETF |
MCD McDonald's | $4,271,120 | $3,533,995 ▲ | 479.4% | 14,619 | 1.4% | Retail/Wholesale |
VTI Vanguard Total Stock Market ETF | $4,075,805 | $55,712 ▼ | -1.3% | 13,388 | 1.4% | ETF |
DFAI Dimensional International Core Equity Market ETF | $3,585,580 | $459,817 ▼ | -11.4% | 103,719 | 1.2% | ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $3,532,300 | $348,591 ▲ | 10.9% | 179,761 | 1.2% | ETF |
VOE Vanguard Mid-Cap Value ETF | $3,346,346 | $323,118 ▲ | 10.7% | 20,340 | 1.1% | ETF |
VNQ Vanguard Real Estate ETF | $3,008,670 | $145,166 ▼ | -4.6% | 33,783 | 1.0% | ETF |
BRK.B Berkshire Hathaway | $2,983,114 | $8,744 ▲ | 0.3% | 6,141 | 1.0% | Finance |
VV Vanguard Large-Cap ETF | $2,860,833 | $3,711 ▼ | -0.1% | 10,023 | 1.0% | ETF |
PYLD PIMCO Multi Sector Bond Active ETF | $2,413,449 | $350,223 ▲ | 17.0% | 90,936 | 0.8% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $2,335,742 | $15,128 ▲ | 0.7% | 119,659 | 0.8% | ETF |
IVW iShares S&P 500 Growth ETF | $2,224,829 | $30,829 ▼ | -1.4% | 20,207 | 0.7% | ETF |
ILCG iShares Morningstar Growth ETF | $2,211,904 | $291 ▲ | 0.0% | 22,827 | 0.7% | ETF |
DFAU Dimensional US Core Equity Market ETF | $2,181,848 | $526,495 ▼ | -19.4% | 51,507 | 0.7% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $2,118,143 | $12,362 ▲ | 0.6% | 73,166 | 0.7% | ETF |
PTRB PGIM Total Return Bond ETF | $2,104,443 | $385,174 ▲ | 22.4% | 50,309 | 0.7% | ETF |
AAPL Apple | $2,073,805 | $147,103 ▼ | -6.6% | 10,108 | 0.7% | Computer and Technology |
PIMCO ETF TR
| $1,742,248 | $29,406 ▲ | 1.7% | 18,900 | 0.6% | ACTIVE BD ETF |
TOTL SPDR Doubleline Total Return Tactical ETF | $1,729,013 | $26,312 ▲ | 1.5% | 43,107 | 0.6% | ETF |
INCM Franklin Income Focus ETF | $1,653,091 | $1,114,143 ▲ | 206.7% | 61,112 | 0.6% | ETF |
VBK Vanguard Small-Cap Growth ETF | $1,407,806 | $56,224 ▼ | -3.8% | 5,083 | 0.5% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $1,373,153 | $15,071 ▼ | -1.1% | 22,140 | 0.5% | ETF |
VTV Vanguard Value ETF | $1,181,848 | $74,407 ▲ | 6.7% | 6,687 | 0.4% | ETF |
VXUS Vanguard Total International Stock ETF | $1,125,131 | | 0.0% | 16,285 | 0.4% | ETF |
QQQ Invesco QQQ | $1,036,225 | | 0.0% | 1,878 | 0.3% | Finance |
JNK SPDR Bloomberg High Yield Bond ETF | $937,007 | | 0.0% | 9,633 | 0.3% | Finance |
NVDA NVIDIA | $910,497 | $184,216 ▲ | 25.4% | 5,763 | 0.3% | Computer and Technology |
AMZN Amazon.com | $898,183 | $80,077 ▲ | 9.8% | 4,094 | 0.3% | Retail/Wholesale |
BND Vanguard Total Bond Market ETF | $794,005 | $74,752 ▼ | -8.6% | 10,813 | 0.3% | ETF |
MSFT Microsoft | $793,293 | $207,400 ▲ | 35.4% | 1,595 | 0.3% | Computer and Technology |
VHT Vanguard Health Care ETF | $790,753 | $4,222 ▲ | 0.5% | 3,184 | 0.3% | ETF |
IVE iShares S&P 500 Value ETF | $637,101 | | 0.0% | 3,260 | 0.2% | ETF |
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | $611,300 | | 0.0% | 14,011 | 0.2% | Finance |
CAT Caterpillar | $563,216 | $85,006 ▲ | 17.8% | 1,451 | 0.2% | Industrials |
IJK iShares S&P Mid-Cap 400 Growth ETF | $545,478 | $182 ▲ | 0.0% | 5,996 | 0.2% | ETF |
IJR iShares Core S&P Small-Cap ETF | $506,110 | $8,852 ▲ | 1.8% | 4,631 | 0.2% | ETF |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $493,533 | $103,554 ▲ | 26.6% | 24,087 | 0.2% | ETF |
VOOV Vanguard S&P 500 Value ETF | $471,775 | | 0.0% | 2,500 | 0.2% | ETF |
VANGUARD MALVERN FDS
| $471,478 | $471,478 ▲ | New Holding | 6,189 | 0.2% | SHORT DURATION B |
ESGV Vanguard ESG U.S. Stock ETF | $469,663 | $439 ▲ | 0.1% | 4,284 | 0.2% | ETF |
SDY SPDR S&P Dividend ETF | $458,767 | $16,966 ▼ | -3.6% | 3,380 | 0.2% | ETF |
VDC Vanguard Consumer Staples ETF | $448,602 | $1,967 ▲ | 0.4% | 2,053 | 0.2% | ETF |
VTC Vanguard Total Corporate Bond ETF | $428,254 | | 0.0% | 5,538 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $427,468 | $18,560 ▲ | 4.5% | 1,474 | 0.1% | Finance |
IVV iShares Core S&P 500 ETF | $424,824 | $131,050 ▼ | -23.6% | 684 | 0.1% | ETF |
DGRO iShares Core Dividend Growth ETF | $424,705 | $98,983 ▲ | 30.4% | 6,642 | 0.1% | ETF |
XOM Exxon Mobil | $411,441 | $352,371 ▼ | -46.1% | 3,817 | 0.1% | Energy |
TIP iShares TIPS Bond ETF | $408,038 | $10,894 ▼ | -2.6% | 3,708 | 0.1% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $399,340 | | 0.0% | 8,074 | 0.1% | ETF |
PG Procter & Gamble | $386,488 | $17,206 ▲ | 4.7% | 2,426 | 0.1% | Consumer Staples |
DWM WisdomTree International Equity Fund | $379,147 | $572 ▲ | 0.2% | 5,965 | 0.1% | Finance |
FLCB Franklin U.S. Core Bond ETF | $366,050 | $174,848 ▼ | -32.3% | 17,010 | 0.1% | ETF |
ALL Allstate | $362,559 | $362,559 ▲ | New Holding | 1,801 | 0.1% | Finance |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $344,621 | $8,292 ▲ | 2.5% | 4,156 | 0.1% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $343,881 | $28,026 ▼ | -7.5% | 3,816 | 0.1% | ETF |
XLF Financial Select Sector SPDR Fund | $337,615 | $7,960 ▼ | -2.3% | 6,447 | 0.1% | ETF |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $313,366 | $673 ▲ | 0.2% | 16,758 | 0.1% | ETF |
EPD Enterprise Products Partners | $299,290 | $4,900 ▲ | 1.7% | 9,651 | 0.1% | Energy |
PALANTIR TECHNOLOGIES INC
| $298,132 | $298,132 ▲ | New Holding | 2,187 | 0.1% | CL A |
VSGX Vanguard ESG International Stock ETF | $289,342 | $7,664 ▼ | -2.6% | 4,417 | 0.1% | ETF |
BA Boeing | $287,685 | $287,685 ▲ | New Holding | 1,373 | 0.1% | Aerospace |
IEFA iShares Core MSCI EAFE ETF | $279,658 | | 0.0% | 3,350 | 0.1% | ETF |
ABBV AbbVie | $264,694 | $8,724 ▲ | 3.4% | 1,426 | 0.1% | Medical |
FPEI First Trust Institutional Preferred Securities and Income ETF | $263,800 | $66,259 ▲ | 33.5% | 13,891 | 0.1% | ETF |
CEG Constellation Energy | $261,436 | $261,436 ▲ | New Holding | 810 | 0.1% | Energy |
VANGUARD MALVERN FDS
| $261,327 | | 0.0% | 3,359 | 0.1% | CORE-PLUS BD ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $259,735 | $4,278 ▲ | 1.7% | 2,611 | 0.1% | ETF |
XLV Health Care Select Sector SPDR Fund | $257,584 | $4,718 ▲ | 1.9% | 1,911 | 0.1% | ETF |
VUG Vanguard Growth ETF | $255,447 | | 0.0% | 583 | 0.1% | ETF |
META Meta Platforms | $254,949 | $254,949 ▲ | New Holding | 345 | 0.1% | Computer and Technology |
V Visa | $250,394 | $18,824 ▲ | 8.1% | 705 | 0.1% | Business Services |
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund | $250,366 | | 0.0% | 4,046 | 0.1% | ETF |
ABT Abbott Laboratories | $238,834 | $17,409 ▲ | 7.9% | 1,756 | 0.1% | Medical |
GWW W.W. Grainger | $236,966 | $1,039 ▲ | 0.4% | 228 | 0.1% | Industrials |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $236,179 | $8,507 ▼ | -3.5% | 1,749 | 0.1% | ETF |
BINC iShares Flexible Income Active ETF | $232,337 | $232,337 ▲ | New Holding | 4,397 | 0.1% | ETF |
CVX Chevron | $230,358 | $26,916 ▲ | 13.2% | 1,609 | 0.1% | Energy |
TSLA Tesla | $218,550 | $218,550 ▲ | New Holding | 688 | 0.1% | Auto/Tires/Trucks |
INDY iShares India 50 ETF | $216,525 | | 0.0% | 3,982 | 0.1% | Manufacturing |
AXP American Express | $210,846 | $210,846 ▲ | New Holding | 661 | 0.1% | Finance |
LII Lennox International | $201,776 | $201,776 ▲ | New Holding | 352 | 0.1% | Construction |
GEVO Gevo | $14,322 | | 0.0% | 10,850 | 0.0% | Energy |
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