VTI Vanguard Total Stock Market ETF | $363,672,762 | $10,104,517 ▼ | -2.7% | 1,254,866 | 5.3% | ETF |
SCHX Schwab US Large-Cap ETF | $258,142,965 | $169,145,995 ▲ | 190.1% | 11,136,452 | 3.7% | ETF |
AAPL Apple | $204,176,251 | $1,731,404 ▲ | 0.9% | 815,335 | 3.0% | Computer and Technology |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $200,109,898 | $313,447 ▼ | -0.2% | 1,555,823 | 2.9% | ETF |
NVDA NVIDIA | $149,260,872 | $57,208 ▼ | 0.0% | 1,111,482 | 2.2% | Computer and Technology |
AGG iShares Core U.S. Aggregate Bond ETF | $146,021,592 | $2,860,875 ▼ | -1.9% | 1,506,931 | 2.1% | Finance |
MSFT Microsoft | $142,649,452 | $2,605,712 ▲ | 1.9% | 338,433 | 2.1% | Computer and Technology |
GOVT iShares U.S. Treasury Bond ETF | $142,374,349 | $25,297,830 ▼ | -15.1% | 6,195,577 | 2.1% | ETF |
SPY SPDR S&P 500 ETF Trust | $136,741,022 | $58,774,933 ▼ | -30.1% | 233,315 | 2.0% | Finance |
VOO Vanguard S&P 500 ETF | $125,899,213 | $4,597,658 ▼ | -3.5% | 233,662 | 1.8% | ETF |
VTV Vanguard Value ETF | $122,790,875 | $2,004,173 ▼ | -1.6% | 725,286 | 1.8% | ETF |
QQQ Invesco QQQ | $120,956,130 | $1,520,911 ▼ | -1.2% | 236,598 | 1.8% | Finance |
IVV iShares Core S&P 500 ETF | $119,595,519 | $26,627,147 ▲ | 28.6% | 203,159 | 1.7% | ETF |
AMZN Amazon.com | $117,797,538 | $2,437,204 ▲ | 2.1% | 536,932 | 1.7% | Retail/Wholesale |
MGK Vanguard Mega Cap Growth ETF | $110,430,010 | $5,461,936 ▼ | -4.7% | 321,569 | 1.6% | ETF |
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF | $109,757,240 | $23,913,621 ▲ | 27.9% | 2,448,299 | 1.6% | ETF |
SCHF Schwab International Equity ETF | $103,994,292 | $51,200,656 ▲ | 97.0% | 5,621,313 | 1.5% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $100,945,490 | $3,903,775 ▼ | -3.7% | 1,511,839 | 1.5% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $99,017,049 | $5,025,484 ▲ | 5.3% | 1,975,205 | 1.4% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $96,589,547 | $2,363,896 ▼ | -2.4% | 889,325 | 1.4% | ETF |
BND Vanguard Total Bond Market ETF | $94,986,460 | $2,191,241 ▲ | 2.4% | 1,320,908 | 1.4% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $92,335,065 | $1,249,194 ▼ | -1.3% | 956,543 | 1.3% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $84,718,128 | $1,894,414 ▼ | -2.2% | 475,731 | 1.2% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $74,065,334 | $2,362,057 ▲ | 3.3% | 1,119,827 | 1.1% | Manufacturing |
MUB iShares National Muni Bond ETF | $63,666,050 | $421,299 ▲ | 0.7% | 597,523 | 0.9% | ETF |
AVGO Broadcom | $62,643,483 | $449,307 ▼ | -0.7% | 270,201 | 0.9% | Computer and Technology |
BNDX Vanguard Total International Bond ETF | $60,792,327 | $1,734,016 ▲ | 2.9% | 1,239,395 | 0.9% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $57,935,419 | $37,797,929 ▲ | 187.7% | 2,090,777 | 0.8% | ETF |
BSV Vanguard Short-Term Bond ETF | $57,807,652 | $442,294 ▲ | 0.8% | 748,125 | 0.8% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $56,984,816 | $300,007 ▼ | -0.5% | 704,125 | 0.8% | Manufacturing |
BRK.B Berkshire Hathaway | $54,959,124 | $3,725,950 ▲ | 7.3% | 121,248 | 0.8% | Finance |
SCHG Schwab U.S. Large-Cap Growth ETF | $53,113,617 | $39,366,265 ▲ | 286.4% | 1,905,763 | 0.8% | ETF |
VPL Vanguard FTSE Pacific ETF | $52,908,489 | $329,910 ▼ | -0.6% | 744,770 | 0.8% | ETF |
SCHP Schwab U.S. TIPS ETF | $52,191,251 | $26,972,619 ▲ | 107.0% | 2,020,567 | 0.8% | ETF |
VGK Vanguard FTSE Europe ETF | $51,209,179 | $561,646 ▼ | -1.1% | 806,825 | 0.7% | ETF |
WMT Walmart | $50,602,216 | $171,213 ▲ | 0.3% | 560,069 | 0.7% | Retail/Wholesale |
GOOGL Alphabet | $50,199,846 | $1,515,913 ▼ | -2.9% | 265,187 | 0.7% | Computer and Technology |
LLY Eli Lilly and Company | $47,009,065 | $2,685,769 ▼ | -5.4% | 60,893 | 0.7% | Medical |
IEFA iShares Core MSCI EAFE ETF | $44,203,289 | $446,208 ▼ | -1.0% | 628,960 | 0.6% | ETF |
META Meta Platforms | $43,831,508 | $649,920 ▲ | 1.5% | 74,860 | 0.6% | Computer and Technology |
HD Home Depot | $43,251,526 | $1,636,096 ▲ | 3.9% | 111,189 | 0.6% | Retail/Wholesale |
COST Costco Wholesale | $42,728,675 | $784,332 ▲ | 1.9% | 46,633 | 0.6% | Retail/Wholesale |
GOOG Alphabet | $40,648,354 | $2,041,711 ▲ | 5.3% | 213,444 | 0.6% | Computer and Technology |
JPM JPMorgan Chase & Co. | $39,986,368 | $4,049,192 ▲ | 11.3% | 166,811 | 0.6% | Finance |
IAGG iShares Core International Aggregate Bond ETF | $37,624,903 | $642,670 ▼ | -1.7% | 753,704 | 0.5% | ETF |
USHY iShares Broad USD High Yield Corporate Bond ETF | $37,041,783 | $987,075 ▲ | 2.7% | 1,006,844 | 0.5% | ETF |
VIG Vanguard Dividend Appreciation ETF | $36,445,817 | $370,315 ▼ | -1.0% | 186,109 | 0.5% | ETF |
XOM Exxon Mobil | $34,967,257 | $356,487 ▼ | -1.0% | 325,065 | 0.5% | Oils/Energy |
VNQ Vanguard Real Estate ETF | $34,501,043 | $932,935 ▼ | -2.6% | 387,304 | 0.5% | ETF |
UNH UnitedHealth Group | $33,603,607 | $688,978 ▲ | 2.1% | 66,429 | 0.5% | Medical |
V Visa | $33,391,913 | $360,918 ▲ | 1.1% | 105,657 | 0.5% | Business Services |
JEPI JPMorgan Equity Premium Income ETF | $29,288,808 | $397,072 ▲ | 1.4% | 509,105 | 0.4% | ETF |
TSLA Tesla | $29,186,199 | $1,775,677 ▼ | -5.7% | 72,272 | 0.4% | Auto/Tires/Trucks |
PG Procter & Gamble | $26,188,452 | $839,256 ▲ | 3.3% | 156,209 | 0.4% | Consumer Staples |
PALANTIR TECHNOLOGIES INC CL A
| $24,203,866 | $951,501 ▲ | 4.1% | 320,030 | 0.4% | Stock |
SCHV Schwab U.S. Large-Cap Value ETF | $23,741,977 | $15,656,600 ▲ | 193.6% | 910,701 | 0.3% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $23,202,279 | $783,831 ▲ | 3.5% | 914,556 | 0.3% | ETF |
ABBV AbbVie | $22,535,972 | $1,369,004 ▼ | -5.7% | 126,820 | 0.3% | Medical |
RTX RTX | $21,890,253 | $207,486 ▼ | -0.9% | 189,166 | 0.3% | Aerospace |
HEFA iShares Currency Hedged MSCI EAFE ETF | $21,847,686 | $41,756,495 ▼ | -65.7% | 628,710 | 0.3% | ETF |
USRT iShares Core U.S. REIT ETF | $21,601,721 | $280,532 ▼ | -1.3% | 376,928 | 0.3% | ETF |
AMD Advanced Micro Devices | $21,578,003 | $789,603 ▼ | -3.5% | 178,641 | 0.3% | Computer and Technology |
CVX Chevron | $21,145,201 | $142,957 ▲ | 0.7% | 145,990 | 0.3% | Oils/Energy |
BIV Vanguard Intermediate-Term Bond ETF | $20,371,035 | $486,791 ▼ | -2.3% | 272,595 | 0.3% | ETF |
CRM Salesforce | $20,239,853 | $836,822 ▲ | 4.3% | 60,539 | 0.3% | Computer and Technology |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $19,998,054 | $161,698 ▼ | -0.8% | 354,701 | 0.3% | ETF |
AVDV Avantis International Small Cap Value ETF | $19,955,749 | $690,955 ▲ | 3.6% | 306,634 | 0.3% | ETF |
JNJ Johnson & Johnson | $19,866,305 | $899,247 ▼ | -4.3% | 137,369 | 0.3% | Medical |
STIP iShares 0-5 Year TIPS Bond ETF | $19,824,227 | $1,748,226 ▲ | 9.7% | 197,060 | 0.3% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $19,093,432 | $419,019 ▼ | -2.1% | 217,218 | 0.3% | ETF |
VUG Vanguard Growth ETF | $18,572,886 | $1,259,645 ▼ | -6.4% | 45,251 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $18,449,240 | $63,371 ▼ | -0.3% | 160,122 | 0.3% | ETF |
MA Mastercard | $18,010,303 | $359,121 ▼ | -2.0% | 34,203 | 0.3% | Business Services |
MRK Merck & Co., Inc. | $18,009,685 | $284,414 ▼ | -1.6% | 181,038 | 0.3% | Medical |
AMLP Alerian MLP ETF | $17,910,197 | $686,762 ▼ | -3.7% | 371,889 | 0.3% | ETF |
PEP PepsiCo | $17,369,670 | $7,558,450 ▼ | -30.3% | 114,229 | 0.3% | Consumer Staples |
ADBE Adobe | $17,123,536 | $1,030,756 ▼ | -5.7% | 38,508 | 0.2% | Computer and Technology |
AXP American Express | $17,023,938 | $937,860 ▲ | 5.8% | 57,360 | 0.2% | Finance |
ET Energy Transfer | $16,942,365 | $503,972 ▲ | 3.1% | 864,848 | 0.2% | Oils/Energy |
NOBL ProShares S&P 500 Aristocrats ETF | $16,316,529 | $407,159 ▼ | -2.4% | 163,903 | 0.2% | ETF |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $15,890,709 | $1,069,642 ▼ | -6.3% | 202,043 | 0.2% | ETF |
HON Honeywell International | $15,623,940 | $986,690 ▼ | -5.9% | 69,166 | 0.2% | Multi-Sector Conglomerates |
NFLX Netflix | $15,548,434 | $1,603,510 ▲ | 11.5% | 17,444 | 0.2% | Consumer Discretionary |
BX Blackstone | $15,494,570 | $836,412 ▲ | 5.7% | 89,865 | 0.2% | Finance |
LMT Lockheed Martin | $15,189,791 | $383,887 ▼ | -2.5% | 31,259 | 0.2% | Aerospace |
TIP iShares TIPS Bond ETF | $14,721,705 | $977,704 ▲ | 7.1% | 138,167 | 0.2% | ETF |
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF | $14,458,807 | $441,202 ▲ | 3.1% | 305,102 | 0.2% | Finance |
TSM Taiwan Semiconductor Manufacturing | $14,433,765 | $1,219,699 ▼ | -7.8% | 73,086 | 0.2% | Computer and Technology |
NOW ServiceNow | $14,392,189 | $690,138 ▲ | 5.0% | 13,576 | 0.2% | Computer and Technology |
DE Deere & Company | $14,321,189 | $921,132 ▲ | 6.9% | 33,800 | 0.2% | Industrial Products |
SCHA Schwab US Small-Cap ETF | $14,193,502 | $6,842,482 ▲ | 93.1% | 548,859 | 0.2% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $14,063,012 | $376,132 ▲ | 2.7% | 406,563 | 0.2% | ETF |
AMAT Applied Materials | $13,988,533 | $1,501,083 ▲ | 12.0% | 86,014 | 0.2% | Computer and Technology |
IWF iShares Russell 1000 Growth ETF | $13,881,559 | $71,080 ▼ | -0.5% | 34,567 | 0.2% | ETF |
BDX Becton, Dickinson and Company | $13,086,705 | $5,702,803 ▼ | -30.4% | 57,684 | 0.2% | Medical |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $13,085,497 | $1,768,815 ▲ | 15.6% | 253,104 | 0.2% | Manufacturing |
XLK Technology Select Sector SPDR Fund | $12,803,814 | $304,139 ▼ | -2.3% | 55,065 | 0.2% | ETF |
XLP Consumer Staples Select Sector SPDR Fund | $12,544,978 | $662,368 ▼ | -5.0% | 159,585 | 0.2% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $12,506,213 | $592,425 ▼ | -4.5% | 117,056 | 0.2% | Finance |
MCD McDonald's | $12,235,993 | $7,503,819 ▼ | -38.0% | 42,209 | 0.2% | Retail/Wholesale |
