VTI Vanguard Total Stock Market ETF | $49,309,574 | $2,097,653 ▼ | -4.1% | 174,140 | 12.6% | ETF |
JQUA JPMorgan US Quality Factor ETF | $32,299,254 | $2,245,093 ▼ | -6.5% | 570,961 | 8.3% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $31,807,676 | $1,707,506 ▼ | -5.1% | 602,304 | 8.2% | ETF |
AVUS Avantis U.S. Equity ETF | $22,956,954 | $2,556,302 ▼ | -10.0% | 241,271 | 5.9% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $16,420,377 | $2,335,258 ▲ | 16.6% | 323,618 | 4.2% | ETF |
BSV Vanguard Short-Term Bond ETF | $16,359,319 | $422,880 ▼ | -2.5% | 207,896 | 4.2% | ETF |
DUHP Dimensional US High Profitability ETF | $12,776,432 | $537,625 ▼ | -4.0% | 375,005 | 3.3% | ETF |
AAPL Apple | $12,311,146 | $195,485 ▼ | -1.6% | 52,838 | 3.2% | Computer and Technology |
EMXC iShares MSCI Emerging Markets ex China ETF | $11,704,679 | $513,567 ▼ | -4.2% | 191,535 | 3.0% | Manufacturing |
VNQ Vanguard Real Estate ETF | $9,192,106 | $547,990 ▼ | -5.6% | 94,355 | 2.4% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $7,440,375 | $163,753 ▼ | -2.2% | 41,529 | 1.9% | ETF |
SPY SPDR S&P 500 ETF Trust | $6,919,752 | $51,640 ▼ | -0.7% | 12,060 | 1.8% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $6,894,766 | $1,454,260 ▼ | -17.4% | 144,091 | 1.8% | ETF |
HYGV FlexShares High Yield Value-Scored Bond Index Fund | $6,809,603 | $2,240,994 ▼ | -24.8% | 163,437 | 1.7% | ETF |
EEM iShares MSCI Emerging Markets ETF | $5,730,987 | $17,289 ▼ | -0.3% | 124,967 | 1.5% | Finance |
MSFT Microsoft | $4,999,334 | $288,738 ▼ | -5.5% | 11,618 | 1.3% | Computer and Technology |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $4,799,562 | $215,759 ▼ | -4.3% | 79,437 | 1.2% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $4,624,361 | $772,262 ▲ | 20.0% | 55,216 | 1.2% | ETF |
AVDE Avantis International Equity ETF | $4,342,862 | $222,338 ▼ | -4.9% | 64,790 | 1.1% | ETF |
SCHB Schwab US Broad Market ETF | $4,047,525 | $20,555 ▼ | -0.5% | 60,847 | 1.0% | ETF |
VO Vanguard Mid-Cap ETF | $4,011,187 | $298,649 ▼ | -6.9% | 15,204 | 1.0% | ETF |
IBDW iShares iBonds Dec 2031 Term Corporate ETF | $3,790,911 | $78,238 ▲ | 2.1% | 178,648 | 1.0% | ETF |
VTV Vanguard Value ETF | $3,754,972 | $187,661 ▼ | -4.8% | 21,510 | 1.0% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $3,710,761 | $360,856 ▼ | -8.9% | 57,442 | 1.0% | ETF |
BND Vanguard Total Bond Market ETF | $3,567,340 | $156,228 ▼ | -4.2% | 47,495 | 0.9% | ETF |
VGSH Vanguard Short-Term Treasury Index ETF | $3,121,375 | $513,530 ▼ | -14.1% | 52,887 | 0.8% | ETF |
BRK.B Berkshire Hathaway | $3,086,043 | $52,009 ▼ | -1.7% | 6,705 | 0.8% | Finance |
AMZN Amazon.com | $2,662,283 | $133,226 ▼ | -4.8% | 14,288 | 0.7% | Retail/Wholesale |
VUG Vanguard Growth ETF | $2,418,813 | $40,314 ▼ | -1.6% | 6,300 | 0.6% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $2,287,688 | $379 ▲ | 0.0% | 18,130 | 0.6% | Manufacturing |
QQQ Invesco QQQ | $2,238,289 | $3,416 ▼ | -0.2% | 4,586 | 0.6% | Finance |
IBDX iShares iBonds Dec 2032 Term Corporate ETF | $2,158,020 | $78,287 ▲ | 3.8% | 83,937 | 0.6% | ETF |
PAVE Global X U.S. Infrastructure Development ETF | $1,947,815 | $320,225 ▼ | -14.1% | 47,323 | 0.5% | ETF |
INTU Intuit | $1,910,817 | | 0.0% | 3,077 | 0.5% | Computer and Technology |
DFSV Dimensional US Small Cap Value ETF | $1,877,106 | $383,152 ▼ | -17.0% | 60,945 | 0.5% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $1,750,261 | $174,633 ▼ | -9.1% | 18,241 | 0.4% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $1,689,749 | $72,829 ▼ | -4.1% | 21,276 | 0.4% | ETF |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | $1,685,053 | $48,153 ▲ | 2.9% | 76,006 | 0.4% | ETF |
NVDA NVIDIA | $1,658,870 | $55,377 ▼ | -3.2% | 13,660 | 0.4% | Computer and Technology |
SCHH Schwab U.S. REIT ETF | $1,632,238 | $12,141 ▼ | -0.7% | 70,446 | 0.4% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $1,513,379 | | 0.0% | 14,944 | 0.4% | Finance |
SCHF Schwab International Equity ETF | $1,490,068 | $19,573 ▲ | 1.3% | 36,237 | 0.4% | ETF |
IVW iShares S&P 500 Growth ETF | $1,487,764 | | 0.0% | 15,538 | 0.4% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $1,477,932 | | 0.0% | 17,559 | 0.4% | Manufacturing |
JPM JPMorgan Chase & Co. | $1,404,960 | $21,508 ▼ | -1.5% | 6,663 | 0.4% | Finance |
SPYV SPDR Portfolio S&P 500 Value ETF | $1,390,294 | $53 ▲ | 0.0% | 26,301 | 0.4% | ETF |
IVV iShares Core S&P 500 ETF | $1,327,860 | $112,482 ▼ | -7.8% | 2,302 | 0.3% | ETF |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $1,319,281 | $803,049 ▲ | 155.6% | 52,561 | 0.3% | ETF |
IBDP iShares iBonds Dec 2024 Term Corporate ETF | $1,232,114 | $272,697 ▲ | 28.4% | 48,874 | 0.3% | ETF |
AGNG Global X Aging Population ETF | $1,208,707 | $373,637 ▲ | 44.7% | 36,814 | 0.3% | ETF |
VYM Vanguard High Dividend Yield ETF | $1,185,594 | | 0.0% | 9,248 | 0.3% | ETF |
ESGE iShares ESG Aware MSCI EM ETF | $1,160,605 | $30,839 ▼ | -2.6% | 31,876 | 0.3% | Manufacturing |
GOOGL Alphabet | $1,148,677 | $67,667 ▼ | -5.6% | 6,926 | 0.3% | Computer and Technology |
XT iShares Exponential Technologies ETF | $1,130,785 | $59,480 ▼ | -5.0% | 18,574 | 0.3% | Manufacturing |
QDEF FlexShares Quality Dividend Defensive Index Fund | $1,098,748 | $1,502 ▲ | 0.1% | 15,365 | 0.3% | ETF |
TSLA Tesla | $1,096,753 | $11,250 ▼ | -1.0% | 4,192 | 0.3% | Auto/Tires/Trucks |
VV Vanguard Large-Cap ETF | $1,078,699 | | 0.0% | 4,097 | 0.3% | ETF |
LINDE PLC
| $1,072,458 | | 0.0% | 2,249 | 0.3% | SHS |
GOOG Alphabet | $1,053,464 | $151,474 ▼ | -12.6% | 6,301 | 0.3% | Computer and Technology |
SDY SPDR S&P Dividend ETF | $946,413 | | 0.0% | 6,663 | 0.2% | ETF |
COST Costco Wholesale | $943,076 | $33,681 ▼ | -3.4% | 1,064 | 0.2% | Retail/Wholesale |
WMT Walmart | $926,041 | $253,394 ▼ | -21.5% | 11,468 | 0.2% | Retail/Wholesale |
DHR Danaher | $880,705 | | 0.0% | 3,168 | 0.2% | Multi-Sector Conglomerates |
PG Procter & Gamble | $799,681 | $5,196 ▼ | -0.6% | 4,617 | 0.2% | Consumer Staples |
V Visa | $797,355 | $88,809 ▼ | -10.0% | 2,900 | 0.2% | Business Services |
VB Vanguard Small-Cap ETF | $763,315 | $42,934 ▼ | -5.3% | 3,218 | 0.2% | ETF |
CB Chubb | $751,256 | | 0.0% | 2,605 | 0.2% | Finance |
VOO Vanguard S&P 500 ETF | $750,874 | | 0.0% | 1,423 | 0.2% | ETF |
META Meta Platforms | $738,448 | $178,029 ▼ | -19.4% | 1,290 | 0.2% | Computer and Technology |
UNP Union Pacific | $729,357 | $1,479 ▲ | 0.2% | 2,959 | 0.2% | Transportation |
CAT Caterpillar | $721,225 | $37,156 ▼ | -4.9% | 1,844 | 0.2% | Industrial Products |
AXP American Express | $713,527 | $11,390 ▼ | -1.6% | 2,631 | 0.2% | Finance |
AIQ Global X Future Analytics Tech ETF | $667,350 | $115,450 ▲ | 20.9% | 17,954 | 0.2% | ETF |
ICSH iShares Ultra Short-Term Bond Active ETF | $666,368 | $24,964 ▲ | 3.9% | 13,133 | 0.2% | ETF |
AOK iShares Core Conservative Allocation ETF | $644,269 | | 0.0% | 16,665 | 0.2% | ETF |
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | $632,921 | $114,911 ▼ | -15.4% | 19,162 | 0.2% | Finance |
NVO Novo Nordisk A/S | $610,829 | | 0.0% | 5,130 | 0.2% | Medical |
RTX RTX | $607,981 | | 0.0% | 5,018 | 0.2% | Aerospace |
ORCL Oracle | $566,239 | | 0.0% | 3,323 | 0.1% | Computer and Technology |
MMC Marsh & McLennan Companies | $565,979 | | 0.0% | 2,537 | 0.1% | Finance |
TXN Texas Instruments | $558,565 | | 0.0% | 2,704 | 0.1% | Computer and Technology |
IWR iShares Russell Mid-Cap ETF | $546,115 | | 0.0% | 6,196 | 0.1% | ETF |
NETZ TCW Transform Systems ETF | $528,445 | $132,259 ▲ | 33.4% | 7,148 | 0.1% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $523,988 | $147 ▲ | 0.0% | 10,698 | 0.1% | ETF |
DFAI Dimensional International Core Equity Market ETF | $511,944 | | 0.0% | 16,109 | 0.1% | ETF |
MA Mastercard | $509,108 | $16,789 ▼ | -3.2% | 1,031 | 0.1% | Business Services |
IWF iShares Russell 1000 Growth ETF | $508,675 | $1,126 ▲ | 0.2% | 1,355 | 0.1% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $497,030 | $3,151 ▼ | -0.6% | 17,033 | 0.1% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $496,424 | | 0.0% | 8,647 | 0.1% | ETF |
XLE Energy Select Sector SPDR Fund | $495,192 | $3,073 ▼ | -0.6% | 5,640 | 0.1% | ETF |
NEE NextEra Energy | $487,772 | $9,130 ▼ | -1.8% | 5,770 | 0.1% | Utilities |
UNH UnitedHealth Group | $468,913 | $45,020 ▼ | -8.8% | 802 | 0.1% | Medical |
SO Southern | $459,373 | $3,337 ▲ | 0.7% | 5,094 | 0.1% | Utilities |
MDY SPDR S&P MidCap 400 ETF Trust | $454,775 | $1,140 ▲ | 0.3% | 798 | 0.1% | ETF |
IBTJ iShares iBonds Dec 2029 Term Treasury ETF | $449,815 | | 0.0% | 20,349 | 0.1% | Manufacturing |
XLV Health Care Select Sector SPDR Fund | $442,191 | | 0.0% | 2,871 | 0.1% | ETF |
DE Deere & Company | $439,031 | | 0.0% | 1,052 | 0.1% | Industrial Products |
USRT iShares Core U.S. REIT ETF | $437,816 | $5,418 ▲ | 1.3% | 7,111 | 0.1% | ETF |
PEP PepsiCo | $435,498 | $17,005 ▼ | -3.8% | 2,561 | 0.1% | Consumer Staples |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $435,029 | $8,722 ▲ | 2.0% | 18,504 | 0.1% | ETF |
