VTI Vanguard Total Stock Market ETF | $365,200,583 | $5,155,212 ▼ | -1.4% | 1,289,732 | 5.2% | ETF |
SCHX Schwab US Large-Cap ETF | $260,502,348 | $8,815,954 ▼ | -3.3% | 3,839,386 | 3.7% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $195,748,644 | $4,115,814 ▼ | -2.1% | 1,558,260 | 2.8% | ETF |
AAPL Apple | $188,362,205 | $3,904,150 ▼ | -2.0% | 808,421 | 2.7% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $188,242,452 | $8,830,354 ▼ | -4.5% | 333,600 | 2.7% | Finance |
GOVT iShares U.S. Treasury Bond ETF | $171,101,512 | $13,251,126 ▼ | -7.2% | 7,296,440 | 2.4% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $155,596,814 | $4,365,953 ▼ | -2.7% | 1,536,455 | 2.2% | Finance |
MSFT Microsoft | $142,967,762 | $390,713 ▲ | 0.3% | 332,251 | 2.0% | Computer and Technology |
NVDA NVIDIA | $132,967,892 | $9,501,175 ▲ | 7.7% | 1,111,908 | 1.9% | Computer and Technology |
VTV Vanguard Value ETF | $128,679,664 | $1,268,076 ▼ | -1.0% | 737,124 | 1.8% | ETF |
VOO Vanguard S&P 500 ETF | $127,799,287 | $3,833,530 ▼ | -2.9% | 242,195 | 1.8% | ETF |
SCHF Schwab International Equity ETF | $117,344,548 | $4,102,049 ▼ | -3.4% | 2,853,710 | 1.7% | ETF |
QQQ Invesco QQQ | $115,735,054 | $840,092 ▲ | 0.7% | 239,573 | 1.6% | Finance |
MGK Vanguard Mega Cap Growth ETF | $108,649,754 | $13,429,822 ▲ | 14.1% | 337,474 | 1.5% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $103,373,178 | $6,687,406 ▼ | -6.1% | 1,570,305 | 1.5% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $98,087,898 | $836,948 ▼ | -0.8% | 911,090 | 1.4% | ETF |
AMZN Amazon.com | $97,976,685 | $6,390,752 ▲ | 7.0% | 525,823 | 1.4% | Retail/Wholesale |
BND Vanguard Total Bond Market ETF | $96,924,638 | $3,625,710 ▲ | 3.9% | 1,290,436 | 1.4% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $95,847,775 | $1,991,687 ▲ | 2.1% | 1,874,956 | 1.4% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $93,021,998 | $7,575,925 ▼ | -7.5% | 969,484 | 1.3% | ETF |
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF | $92,701,339 | $14,254,609 ▲ | 18.2% | 1,914,870 | 1.3% | ETF |
IVV iShares Core S&P 500 ETF | $91,095,451 | $1,909,274 ▲ | 2.1% | 157,927 | 1.3% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $87,205,933 | $2,296,474 ▼ | -2.6% | 486,369 | 1.2% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $78,739,214 | $2,142,731 ▼ | -2.6% | 1,084,114 | 1.1% | Manufacturing |
HEFA iShares Currency Hedged MSCI EAFE ETF | $64,830,482 | $873,068 ▼ | -1.3% | 1,830,335 | 0.9% | ETF |
MUB iShares National Muni Bond ETF | $64,479,425 | $690,561 ▼ | -1.1% | 593,569 | 0.9% | ETF |
BNDX Vanguard Total International Bond ETF | $60,539,285 | $3,408,532 ▲ | 6.0% | 1,204,043 | 0.9% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $60,383,384 | $3,201,207 ▼ | -5.0% | 726,723 | 0.9% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $58,898,680 | $927,708 ▼ | -1.6% | 707,832 | 0.8% | Manufacturing |
VPL Vanguard FTSE Pacific ETF | $58,746,527 | $24,928 ▲ | 0.0% | 749,414 | 0.8% | ETF |
BSV Vanguard Short-Term Bond ETF | $58,419,528 | $916,660 ▼ | -1.5% | 742,401 | 0.8% | ETF |
VGK Vanguard FTSE Europe ETF | $57,994,419 | $404,559 ▼ | -0.7% | 815,674 | 0.8% | ETF |
LLY Eli Lilly and Company | $57,029,875 | $1,448,516 ▲ | 2.6% | 64,372 | 0.8% | Medical |
SCHP Schwab U.S. TIPS ETF | $52,360,647 | $1,711,495 ▲ | 3.4% | 976,331 | 0.7% | ETF |
BRK.B Berkshire Hathaway | $52,022,431 | $1,318,649 ▼ | -2.5% | 113,028 | 0.7% | Finance |
SCHG Schwab U.S. Large-Cap Growth ETF | $51,388,515 | $2,613,249 ▼ | -4.8% | 493,267 | 0.7% | ETF |
IEFA iShares Core MSCI EAFE ETF | $49,585,873 | $547,209 ▲ | 1.1% | 635,309 | 0.7% | ETF |
AVGO Broadcom | $46,943,937 | $42,430,133 ▲ | 940.0% | 272,139 | 0.7% | Computer and Technology |
GOOGL Alphabet | $45,309,436 | $2,167,662 ▼ | -4.6% | 273,195 | 0.6% | Computer and Technology |
WMT Walmart | $45,072,563 | $3,409,670 ▲ | 8.2% | 558,174 | 0.6% | Retail/Wholesale |
HD Home Depot | $43,349,505 | $1,740,334 ▼ | -3.9% | 106,983 | 0.6% | Retail/Wholesale |
META Meta Platforms | $42,217,579 | $4,677,422 ▲ | 12.5% | 73,750 | 0.6% | Computer and Technology |
COST Costco Wholesale | $40,582,058 | $1,482,255 ▲ | 3.8% | 45,777 | 0.6% | Retail/Wholesale |
IAGG iShares Core International Aggregate Bond ETF | $39,724,069 | $321,543 ▼ | -0.8% | 766,578 | 0.6% | ETF |
VNQ Vanguard Real Estate ETF | $38,751,426 | $591,339 ▼ | -1.5% | 397,777 | 0.6% | ETF |
XOM Exxon Mobil | $38,492,602 | $1,225,067 ▲ | 3.3% | 328,379 | 0.5% | Oils/Energy |
UNH UnitedHealth Group | $38,043,614 | $1,112,068 ▼ | -2.8% | 65,067 | 0.5% | Medical |
VIG Vanguard Dividend Appreciation ETF | $37,235,292 | $1,515,754 ▼ | -3.9% | 188,000 | 0.5% | ETF |
USHY iShares Broad USD High Yield Corporate Bond ETF | $36,897,537 | $1,420,460 ▲ | 4.0% | 980,014 | 0.5% | ETF |
GOOG Alphabet | $33,893,235 | $2,573,387 ▲ | 8.2% | 202,723 | 0.5% | Computer and Technology |
JPM JPMorgan Chase & Co. | $31,611,898 | $3,257,152 ▲ | 11.5% | 149,919 | 0.5% | Finance |
AMD Advanced Micro Devices | $30,383,990 | $3,305,062 ▲ | 12.2% | 185,178 | 0.4% | Computer and Technology |
JEPI JPMorgan Equity Premium Income ETF | $29,886,123 | $120,746 ▼ | -0.4% | 502,203 | 0.4% | ETF |
V Visa | $28,736,366 | $49,766 ▼ | -0.2% | 104,515 | 0.4% | Business Services |
PEP PepsiCo | $27,877,369 | $223,956 ▼ | -0.8% | 163,936 | 0.4% | Consumer Staples |
ABBV AbbVie | $26,565,896 | $8,736,349 ▼ | -24.7% | 134,524 | 0.4% | Medical |
PG Procter & Gamble | $26,188,297 | $476,299 ▲ | 1.9% | 151,203 | 0.4% | Consumer Staples |
SCHV Schwab U.S. Large-Cap Value ETF | $24,926,042 | $1,569,546 ▼ | -5.9% | 310,141 | 0.4% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $24,221,125 | $945,097 ▲ | 4.1% | 883,660 | 0.3% | ETF |
USRT iShares Core U.S. REIT ETF | $23,508,862 | $404,331 ▼ | -1.7% | 381,823 | 0.3% | ETF |
JNJ Johnson & Johnson | $23,269,751 | $167,246 ▼ | -0.7% | 143,587 | 0.3% | Medical |
RTX RTX | $23,136,557 | $3,607,897 ▼ | -13.5% | 190,959 | 0.3% | Aerospace |
BIV Vanguard Intermediate-Term Bond ETF | $21,873,759 | $758,543 ▼ | -3.4% | 279,109 | 0.3% | ETF |
CVX Chevron | $21,354,570 | $819,262 ▼ | -3.7% | 145,003 | 0.3% | Oils/Energy |
ADBE Adobe | $21,138,902 | $2,633,949 ▼ | -11.1% | 40,826 | 0.3% | Computer and Technology |
AVDV Avantis International Small Cap Value ETF | $20,919,545 | $799,491 ▲ | 4.0% | 296,017 | 0.3% | ETF |
MRK Merck & Co., Inc. | $20,883,358 | $2,521,488 ▲ | 13.7% | 183,897 | 0.3% | Medical |
MCD McDonald's | $20,735,249 | $3,238,151 ▲ | 18.5% | 68,094 | 0.3% | Retail/Wholesale |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $19,641,275 | $179,786 ▲ | 0.9% | 357,569 | 0.3% | ETF |
TSLA Tesla | $19,579,749 | $167,785 ▼ | -0.8% | 76,669 | 0.3% | Auto/Tires/Trucks |
IJR iShares Core S&P Small-Cap ETF | $18,792,239 | $521,409 ▼ | -2.7% | 160,672 | 0.3% | ETF |
VUG Vanguard Growth ETF | $18,551,492 | $537,502 ▼ | -2.8% | 48,320 | 0.3% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $18,411,395 | $212,409 ▼ | -1.1% | 221,985 | 0.3% | ETF |
LMT Lockheed Martin | $18,227,423 | $3,802,001 ▲ | 26.4% | 32,049 | 0.3% | Aerospace |
STIP iShares 0-5 Year TIPS Bond ETF | $18,205,379 | $194,940 ▼ | -1.1% | 179,682 | 0.3% | ETF |
AMLP Alerian MLP ETF | $18,199,212 | $460,649 ▼ | -2.5% | 386,149 | 0.3% | ETF |
NOBL ProShares S&P 500 Aristocrats ETF | $17,934,889 | $635,968 ▼ | -3.4% | 167,993 | 0.3% | ETF |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $17,316,150 | $2,295,860 ▲ | 15.3% | 215,643 | 0.2% | ETF |
MA Mastercard | $17,226,158 | $355,535 ▲ | 2.1% | 34,885 | 0.2% | Business Services |
CRM Salesforce | $15,885,009 | $1,898,997 ▲ | 13.6% | 58,036 | 0.2% | Computer and Technology |
AMGN Amgen | $15,601,615 | $472,679 ▲ | 3.1% | 48,421 | 0.2% | Medical |
BDX Becton, Dickinson and Company | $15,581,069 | $415,202 ▼ | -2.6% | 82,821 | 0.2% | Medical |
AMAT Applied Materials | $15,514,148 | $3,682,953 ▲ | 31.1% | 76,784 | 0.2% | Computer and Technology |
HON Honeywell International | $14,728,028 | $808,766 ▼ | -5.2% | 73,534 | 0.2% | Multi-Sector Conglomerates |
AXP American Express | $14,699,051 | $32,815 ▲ | 0.2% | 54,200 | 0.2% | Finance |
SCHA Schwab US Small-Cap ETF | $14,639,499 | $571,290 ▼ | -3.8% | 284,262 | 0.2% | ETF |
TIP iShares TIPS Bond ETF | $14,249,645 | $197,079 ▼ | -1.4% | 128,991 | 0.2% | ETF |
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF | $14,239,403 | $741,788 ▼ | -5.0% | 295,792 | 0.2% | Finance |
XLP Consumer Staples Select Sector SPDR Fund | $13,944,884 | $428,694 ▼ | -3.0% | 168,011 | 0.2% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $13,851,467 | $957,054 ▼ | -6.5% | 122,601 | 0.2% | Finance |
DFAC Dimensional U.S. Core Equity 2 ETF | $13,568,166 | $42,211 ▼ | -0.3% | 395,689 | 0.2% | ETF |
ET Energy Transfer | $13,467,911 | $6,388 ▼ | 0.0% | 839,122 | 0.2% | Oils/Energy |
DE Deere & Company | $13,198,503 | $293,384 ▼ | -2.2% | 31,626 | 0.2% | Industrial Products |
IWF iShares Russell 1000 Growth ETF | $13,042,100 | $595,723 ▲ | 4.8% | 34,744 | 0.2% | ETF |
BX Blackstone | $13,018,259 | $8,575 ▼ | -0.1% | 85,014 | 0.2% | Finance |
TSM Taiwan Semiconductor Manufacturing | $12,945,346 | $1,208,430 ▼ | -8.5% | 79,262 | 0.2% | Computer and Technology |
DIS Walt Disney | $12,740,107 | $2,328,862 ▼ | -15.5% | 132,447 | 0.2% | Consumer Discretionary |
XLK Technology Select Sector SPDR Fund | $12,726,820 | $77,436 ▼ | -0.6% | 56,373 | 0.2% | ETF |
JNK SPDR Bloomberg High Yield Bond ETF | $12,439,822 | $223,645 ▼ | -1.8% | 127,210 | 0.2% | Finance |
PPH VanEck Pharmaceutical ETF | $12,301,102 | $460,517 ▼ | -3.6% | 129,444 | 0.2% | Manufacturing |
