VTI Vanguard Total Stock Market ETF | $349,886,566 | $10,786,540 ▼ | -3.0% | 1,307,938 | 5.2% | ETF |
SCHX Schwab US Large-Cap ETF | $255,028,731 | $50,911,312 ▲ | 24.9% | 3,969,319 | 3.8% | ETF |
SPY SPDR S&P 500 ETF Trust | $189,257,725 | $186,819,179 ▲ | 7,661.1% | 349,249 | 2.8% | Finance |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $188,981,845 | $13,141,345 ▼ | -6.5% | 1,591,024 | 2.8% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $177,434,513 | $8,137,366 ▼ | -4.4% | 7,861,520 | 2.6% | ETF |
AAPL Apple | $173,798,846 | $29,970,395 ▼ | -14.7% | 825,177 | 2.6% | Computer and Technology |
AGG iShares Core U.S. Aggregate Bond ETF | $153,328,577 | $8,083,699 ▼ | -5.0% | 1,579,567 | 2.3% | Finance |
MSFT Microsoft | $148,093,924 | $14,382,421 ▼ | -8.9% | 331,343 | 2.2% | Computer and Technology |
NVDA NVIDIA | $127,120,165 | $125,765,802 ▲ | 9,286.0% | 1,032,457 | 1.9% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $124,762,500 | $36,287,953 ▼ | -22.5% | 249,460 | 1.8% | ETF |
VTV Vanguard Value ETF | $119,407,312 | $1,705,159 ▼ | -1.4% | 744,388 | 1.8% | ETF |
SCHF Schwab International Equity ETF | $113,472,240 | $35,555,136 ▼ | -23.9% | 2,953,468 | 1.7% | ETF |
QQQ Invesco QQQ | $113,235,738 | $111,093,232 ▲ | 5,185.2% | 237,834 | 1.7% | Finance |
AVLV Avantis U.S. Large Cap Value ETF | $105,061,630 | $105,061,630 ▲ | New Holding | 1,671,891 | 1.6% | ETF |
AMZN Amazon.com | $94,072,312 | $7,404,062 ▼ | -7.3% | 491,525 | 1.4% | Retail/Wholesale |
AVUV Avantis U.S. Small Cap Value ETF | $94,066,141 | $93,778,050 ▲ | 32,551.5% | 1,048,441 | 1.4% | ETF |
MGK Vanguard Mega Cap Growth ETF | $92,930,749 | $90,941,800 ▲ | 4,572.4% | 295,760 | 1.4% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $92,001,729 | $1,311,128 ▼ | -1.4% | 1,835,995 | 1.4% | ETF |
BND Vanguard Total Bond Market ETF | $89,497,934 | $87,397 ▲ | 0.1% | 1,242,164 | 1.3% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $89,377,905 | $2,810,228 ▼ | -3.0% | 918,864 | 1.3% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $85,239,434 | $9,556,409 ▼ | -10.1% | 499,177 | 1.3% | ETF |
IVV iShares Core S&P 500 ETF | $84,611,222 | $21,284,551 ▲ | 33.6% | 154,617 | 1.3% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $75,235,919 | $9,335,241 ▼ | -11.0% | 1,113,616 | 1.1% | Manufacturing |
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF | $74,437,648 | $74,437,648 ▲ | New Holding | 1,620,422 | 1.1% | ETF |
HEFA iShares Currency Hedged MSCI EAFE ETF | $65,953,967 | $44,818,152 ▲ | 212.0% | 1,854,984 | 1.0% | ETF |
MUB iShares National Muni Bond ETF | $63,922,088 | $1,525,582 ▲ | 2.4% | 599,926 | 0.9% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $59,559,429 | $83,430,366 ▼ | -58.3% | 765,250 | 0.9% | ETF |
BSV Vanguard Short-Term Bond ETF | $57,835,656 | $8,380,168 ▼ | -12.7% | 754,050 | 0.9% | ETF |
LLY Eli Lilly and Company | $56,800,959 | $7,330,879 ▼ | -11.4% | 62,737 | 0.8% | Medical |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $56,116,446 | $5,870,450 ▼ | -9.5% | 718,981 | 0.8% | Manufacturing |
VPL Vanguard FTSE Pacific ETF | $55,567,966 | $932,443 ▼ | -1.7% | 749,096 | 0.8% | ETF |
BNDX Vanguard Total International Bond ETF | $55,301,361 | $66,289 ▲ | 0.1% | 1,136,252 | 0.8% | ETF |
VGK Vanguard FTSE Europe ETF | $54,842,507 | $1,136,760 ▼ | -2.0% | 821,364 | 0.8% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $52,270,524 | $11,577,644 ▼ | -18.1% | 518,351 | 0.8% | ETF |
GOOGL Alphabet | $52,143,134 | $6,246,830 ▼ | -10.7% | 286,265 | 0.8% | Computer and Technology |
SCHP Schwab U.S. TIPS ETF | $49,119,159 | $435,219 ▼ | -0.9% | 944,418 | 0.7% | ETF |
BRK.B Berkshire Hathaway | $47,145,348 | $2,563,658 ▼ | -5.2% | 115,893 | 0.7% | Finance |
IEFA iShares Core MSCI EAFE ETF | $45,639,599 | $4,512,691 ▲ | 11.0% | 628,298 | 0.7% | ETF |
AVGO Broadcom | $42,011,985 | $6,001,483 ▼ | -12.5% | 26,167 | 0.6% | Computer and Technology |
IAGG iShares Core International Aggregate Bond ETF | $38,577,330 | $81,469 ▼ | -0.2% | 772,783 | 0.6% | ETF |
HD Home Depot | $38,306,404 | $5,005,258 ▼ | -11.6% | 111,278 | 0.6% | Retail/Wholesale |
COST Costco Wholesale | $37,488,584 | $4,598,418 ▼ | -10.9% | 44,105 | 0.6% | Retail/Wholesale |
XOM Exxon Mobil | $36,599,850 | $4,140,173 ▼ | -10.2% | 317,928 | 0.5% | Oils/Energy |
VIG Vanguard Dividend Appreciation ETF | $35,716,464 | $1,782,966 ▼ | -4.8% | 195,653 | 0.5% | ETF |
WMT Walmart | $34,934,941 | $4,687,094 ▼ | -11.8% | 515,949 | 0.5% | Retail/Wholesale |
GOOG Alphabet | $34,360,185 | $5,122,727 ▼ | -13.0% | 187,331 | 0.5% | Computer and Technology |
USHY iShares Broad USD High Yield Corporate Bond ETF | $34,186,125 | $438,117 ▼ | -1.3% | 942,286 | 0.5% | ETF |
UNH UnitedHealth Group | $34,104,503 | $2,542,216 ▼ | -6.9% | 66,969 | 0.5% | Medical |
VNQ Vanguard Real Estate ETF | $33,826,262 | $2,434,320 ▼ | -6.7% | 403,847 | 0.5% | ETF |
META Meta Platforms | $33,066,068 | $30,040,764 ▲ | 993.0% | 65,579 | 0.5% | Computer and Technology |
ABBV AbbVie | $30,661,480 | $6,072,676 ▼ | -16.5% | 178,763 | 0.5% | Medical |
JEPI JPMorgan Equity Premium Income ETF | $28,579,846 | $1,134,733 ▼ | -3.8% | 504,232 | 0.4% | ETF |
V Visa | $27,479,431 | $3,171,935 ▼ | -10.3% | 104,696 | 0.4% | Business Services |
PEP PepsiCo | $27,255,211 | $5,360,726 ▼ | -16.4% | 165,253 | 0.4% | Consumer Staples |
JPM JPMorgan Chase & Co. | $27,198,230 | $3,238,578 ▼ | -10.6% | 134,472 | 0.4% | Finance |
AMD Advanced Micro Devices | $26,770,305 | $1,274,483 ▼ | -4.5% | 165,035 | 0.4% | Computer and Technology |
ADBE Adobe | $25,506,636 | $4,989,885 ▼ | -16.4% | 45,913 | 0.4% | Computer and Technology |
PG Procter & Gamble | $24,482,887 | $4,194,084 ▼ | -14.6% | 148,453 | 0.4% | Consumer Staples |
SCHV Schwab U.S. Large-Cap Value ETF | $24,421,963 | $4,926,989 ▼ | -16.8% | 329,670 | 0.4% | ETF |
CVX Chevron | $23,551,463 | $2,935,525 ▼ | -11.1% | 150,566 | 0.3% | Oils/Energy |
RTX RTX | $22,159,818 | $2,390,791 ▼ | -9.7% | 220,737 | 0.3% | Aerospace |
DFAE Dimensional Emerging Core Equity Market ETF | $21,968,291 | $317,787 ▼ | -1.4% | 849,180 | 0.3% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $21,627,323 | $5,772,219 ▼ | -21.1% | 288,788 | 0.3% | ETF |
JNJ Johnson & Johnson | $21,137,446 | $6,668,821 ▼ | -24.0% | 144,619 | 0.3% | Medical |
USRT iShares Core U.S. REIT ETF | $20,802,174 | $20,556,762 ▲ | 8,376.4% | 388,390 | 0.3% | ETF |
MRK Merck & Co., Inc. | $20,017,598 | $4,687,564 ▼ | -19.0% | 161,693 | 0.3% | Medical |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $19,663,403 | $521,533 ▼ | -2.6% | 354,296 | 0.3% | ETF |
AMLP Alerian MLP ETF | $18,996,385 | $1,588,522 ▼ | -7.7% | 395,923 | 0.3% | ETF |
VUG Vanguard Growth ETF | $18,595,904 | $5,236,550 ▼ | -22.0% | 49,720 | 0.3% | ETF |
AVDV Avantis International Small Cap Value ETF | $18,491,546 | $122,171 ▼ | -0.7% | 284,704 | 0.3% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $18,067,946 | $183,559 ▼ | -1.0% | 181,606 | 0.3% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $17,992,870 | $7,353,289 ▼ | -29.0% | 224,546 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $17,612,775 | $3,247,905 ▼ | -15.6% | 165,130 | 0.3% | ETF |
NOBL ProShares S&P 500 Aristocrats ETF | $16,721,780 | $706,650 ▼ | -4.1% | 173,950 | 0.2% | ETF |
HON Honeywell International | $16,073,718 | $2,512,011 ▼ | -13.5% | 77,572 | 0.2% | Multi-Sector Conglomerates |
GOF Guggenheim Strategic Opportunities Fund | $15,942,851 | $2,887,501 ▼ | -15.3% | 1,069,272 | 0.2% | Financial Services |
BDX Becton, Dickinson and Company | $15,692,618 | $1,682,248 ▼ | -9.7% | 85,028 | 0.2% | Medical |
DIS Walt Disney | $15,554,596 | $6,208,812 ▼ | -28.5% | 156,658 | 0.2% | Consumer Discretionary |
TSLA Tesla | $15,301,352 | $10,686 ▼ | -0.1% | 77,326 | 0.2% | Auto/Tires/Trucks |
MA Mastercard | $15,072,114 | $2,944,279 ▼ | -16.3% | 34,165 | 0.2% | Business Services |
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF | $14,685,594 | $4,850,714 ▼ | -24.8% | 311,201 | 0.2% | Finance |
AMGN Amgen | $14,670,639 | $2,213,375 ▼ | -13.1% | 46,954 | 0.2% | Medical |
MCD McDonald's | $14,643,143 | $1,709,216 ▼ | -10.5% | 57,460 | 0.2% | Retail/Wholesale |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $14,429,220 | $11,449,759 ▲ | 384.3% | 187,052 | 0.2% | ETF |
TSM Taiwan Semiconductor Manufacturing | $14,411,390 | $14,128,687 ▲ | 4,997.7% | 86,661 | 0.2% | Computer and Technology |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $14,040,391 | $1,206,596 ▼ | -7.9% | 131,072 | 0.2% | Finance |
SCHA Schwab US Small-Cap ETF | $14,014,573 | $17,159,222 ▼ | -55.0% | 295,355 | 0.2% | ETF |
TIP iShares TIPS Bond ETF | $13,964,171 | $1,090,545 ▼ | -7.2% | 130,775 | 0.2% | ETF |
AMAT Applied Materials | $13,818,675 | $810,392 ▼ | -5.5% | 58,556 | 0.2% | Computer and Technology |
ET Energy Transfer | $13,617,014 | $283,996 ▼ | -2.0% | 839,520 | 0.2% | Oils/Energy |
XLP Consumer Staples Select Sector SPDR Fund | $13,261,845 | $461,778 ▼ | -3.4% | 173,176 | 0.2% | ETF |
CRM Salesforce | $13,137,381 | $12,366,076 ▲ | 1,603.3% | 51,098 | 0.2% | Computer and Technology |
XLK Technology Select Sector SPDR Fund | $12,830,934 | $1,184,773 ▼ | -8.5% | 56,716 | 0.2% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $12,796,706 | $6,682,903 ▼ | -34.3% | 396,920 | 0.2% | ETF |
NFLX Netflix | $12,617,104 | $346,894 ▲ | 2.8% | 18,695 | 0.2% | Consumer Discretionary |
AXP American Express | $12,521,956 | $1,461,308 ▼ | -10.5% | 54,079 | 0.2% | Finance |
PPH VanEck Pharmaceutical ETF | $12,284,861 | $546,685 ▼ | -4.3% | 134,290 | 0.2% | Manufacturing |
JNK SPDR Bloomberg High Yield Bond ETF | $12,207,682 | $3,738,842 ▼ | -23.4% | 129,497 | 0.2% | Finance |
NKE NIKE | $12,170,145 | $2,010,495 ▼ | -14.2% | 161,472 | 0.2% | Consumer Discretionary |
IWF iShares Russell 1000 Growth ETF | $12,086,027 | $458,917 ▼ | -3.7% | 33,157 | 0.2% | ETF |
