SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $22,332,275 | $4,980,705 ▲ | 28.7% | 328,368 | 7.0% | ETF |
VOO Vanguard S&P 500 ETF | $20,006,047 | $35,974 ▼ | -0.2% | 38,929 | 6.3% | ETF |
IEFA iShares Core MSCI EAFE ETF | $14,274,931 | $2,308,990 ▲ | 19.3% | 188,697 | 4.5% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $13,839,790 | $102 ▲ | 0.0% | 272,276 | 4.3% | ETF |
BND Vanguard Total Bond Market ETF | $12,870,424 | $52,076 ▲ | 0.4% | 175,227 | 4.0% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $12,137,982 | $713,855 ▲ | 6.2% | 153,762 | 3.8% | ETF |
VONE Vanguard Russell 1000 | $9,109,020 | $79,204 ▼ | -0.9% | 35,882 | 2.9% | ETF |
VANGUARD INSTL INDEX FD
| $8,504,880 | $8,504,880 ▲ | New Holding | 112,737 | 2.7% | 0-3 MO TREAS BIL |
IVV iShares Core S&P 500 ETF | $7,904,810 | $141,037 ▼ | -1.8% | 14,068 | 2.5% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $6,934,708 | $202,256 ▼ | -2.8% | 193,275 | 2.2% | ETF |
AVDV Avantis International Small Cap Value ETF | $5,603,958 | $693,843 ▲ | 14.1% | 80,355 | 1.8% | ETF |
VO Vanguard Mid-Cap ETF | $5,586,968 | $55,086 ▼ | -1.0% | 21,603 | 1.8% | ETF |
VB Vanguard Small-Cap ETF | $5,507,827 | $665 ▼ | 0.0% | 24,838 | 1.7% | ETF |
SCHF Schwab International Equity ETF | $5,212,604 | $52,219 ▼ | -1.0% | 263,529 | 1.6% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $4,641,698 | $8,258 ▼ | -0.2% | 56,772 | 1.5% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $4,515,875 | $40,378 ▼ | -0.9% | 162,617 | 1.4% | ETF |
SPY SPDR S&P 500 ETF Trust | $4,485,772 | | 0.0% | 8,019 | 1.4% | Finance |
USRT iShares Core U.S. REIT ETF | $4,349,282 | $890,443 ▲ | 25.7% | 75,508 | 1.4% | ETF |
MSFT Microsoft | $3,978,449 | $59,688 ▲ | 1.5% | 10,598 | 1.2% | Computer and Technology |
VONV Vanguard Russell 1000 Value | $3,693,418 | $5,035 ▼ | -0.1% | 44,747 | 1.2% | ETF |
VBR Vanguard Small-Cap Value ETF | $3,589,436 | $69,486 ▼ | -1.9% | 19,268 | 1.1% | ETF |
AAPL Apple | $3,465,346 | $52,865 ▲ | 1.5% | 15,601 | 1.1% | Computer and Technology |
SCHZ Schwab U.S. Aggregate Bond ETF | $3,451,789 | $49,609 ▼ | -1.4% | 149,041 | 1.1% | ETF |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $3,173,089 | $1,279,120 ▲ | 67.5% | 53,419 | 1.0% | ETF |
VTI Vanguard Total Stock Market ETF | $2,784,450 | $77,231 ▼ | -2.7% | 10,131 | 0.9% | ETF |
IJR iShares Core S&P Small-Cap ETF | $2,678,770 | | 0.0% | 25,617 | 0.8% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $2,666,155 | $59,244 ▲ | 2.3% | 109,538 | 0.8% | ETF |
SCHB Schwab US Broad Market ETF | $2,656,639 | $98,048 ▼ | -3.6% | 123,392 | 0.8% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $2,622,864 | $81,288 ▼ | -3.0% | 34,041 | 0.8% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $2,580,713 | $151,434 ▼ | -5.5% | 50,972 | 0.8% | ETF |
VNQ Vanguard Real Estate ETF | $2,560,653 | $20,553 ▼ | -0.8% | 28,282 | 0.8% | ETF |
NVDA NVIDIA | $2,538,780 | $43,026 ▲ | 1.7% | 23,425 | 0.8% | Computer and Technology |
IJH iShares Core S&P Mid-Cap ETF | $2,489,180 | $14,646 ▲ | 0.6% | 42,659 | 0.8% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $2,449,846 | $292,262 ▲ | 13.5% | 52,901 | 0.8% | ETF |
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $2,448,916 | $2,821,615 ▼ | -53.5% | 26,697 | 0.8% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $2,281,433 | $19,960 ▼ | -0.9% | 50,407 | 0.7% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $2,224,376 | $15,692 ▼ | -0.7% | 35,013 | 0.7% | ETF |
VTWO Vanguard Russell 2000 ETF | $2,191,496 | | 0.0% | 27,173 | 0.7% | ETF |
IWV iShares Russell 3000 ETF | $2,155,823 | $43,834 ▼ | -2.0% | 6,787 | 0.7% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $2,118,491 | $316,250 ▲ | 17.5% | 21,416 | 0.7% | Finance |
EFA iShares MSCI EAFE ETF | $2,105,365 | $95,297 ▲ | 4.7% | 25,760 | 0.7% | Finance |
SLYV SPDR S&P 600 Small Cap Value ETF | $2,019,193 | $1,254 ▼ | -0.1% | 25,755 | 0.6% | ETF |
SCHX Schwab US Large-Cap ETF | $2,000,426 | $5,100 ▼ | -0.3% | 90,599 | 0.6% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $1,964,586 | $156,299 ▲ | 8.6% | 36,401 | 0.6% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $1,756,102 | $48,578 ▼ | -2.7% | 35,391 | 0.6% | ETF |
HIW Highwoods Properties | $1,698,876 | $96,537 ▼ | -5.4% | 57,317 | 0.5% | Finance |
DFUV Dimensional US Marketwide Value ETF | $1,668,482 | $32,803 ▼ | -1.9% | 40,487 | 0.5% | ETF |
DISV Dimensional International Small Cap Value ETF | $1,622,869 | $1,172,321 ▲ | 260.2% | 55,730 | 0.5% | ETF |
JNK SPDR Bloomberg High Yield Bond ETF | $1,566,732 | $26,112 ▼ | -1.6% | 16,440 | 0.5% | Finance |
IVE iShares S&P 500 Value ETF | $1,548,844 | $10,291 ▲ | 0.7% | 8,127 | 0.5% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $1,547,361 | $31,283 ▼ | -2.0% | 32,003 | 0.5% | Manufacturing |
SPYG SPDR Portfolio S&P 500 Growth ETF | $1,523,575 | $4,340 ▼ | -0.3% | 18,957 | 0.5% | ETF |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $1,494,219 | $60,507 ▼ | -3.9% | 18,941 | 0.5% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $1,455,700 | $481,996 ▲ | 49.5% | 55,015 | 0.5% | ETF |
SPHY SPDR Portfolio High Yield Bond ETF | $1,404,170 | $124,782 ▲ | 9.8% | 59,956 | 0.4% | ETF |
IBHF iShares iBonds 2026 Term High Yield and Income ETF | $1,389,021 | $251,357 ▲ | 22.1% | 59,820 | 0.4% | ETF |
AVTR Avantor | $1,368,546 | | 0.0% | 84,426 | 0.4% | Medical |
SCHE Schwab Emerging Markets Equity ETF | $1,356,938 | $46,483 ▼ | -3.3% | 49,218 | 0.4% | ETF |
FALN iShares Fallen Angels USD Bond ETF | $1,305,611 | $2,143 ▼ | -0.2% | 48,735 | 0.4% | Manufacturing |
AVDE Avantis International Equity ETF | $1,281,397 | $51,359 ▲ | 4.2% | 19,336 | 0.4% | ETF |
SYK Stryker | $1,263,045 | $17,496 ▲ | 1.4% | 3,393 | 0.4% | Medical |
SHYL Xtrackers Short Duration High Yield Bond ETF | $1,098,238 | $34,699 ▼ | -3.1% | 24,624 | 0.3% | ETF |
ICE Intercontinental Exchange | $1,073,295 | $1,380 ▲ | 0.1% | 6,222 | 0.3% | Finance |
DFAC Dimensional U.S. Core Equity 2 ETF | $1,066,369 | $134,071 ▲ | 14.4% | 32,324 | 0.3% | ETF |
AMERICAN CENTY ETF TR
| $1,015,375 | $781,407 ▲ | 334.0% | 16,526 | 0.3% | AVANTIS US MID C |
IUSB iShares Core Total USD Bond Market ETF | $1,014,452 | $33,823 ▼ | -3.2% | 22,015 | 0.3% | Manufacturing |
QQQ Invesco QQQ | $978,168 | $345,594 ▼ | -26.1% | 2,086 | 0.3% | Finance |
RTX RTX | $943,778 | $1,457 ▲ | 0.2% | 7,125 | 0.3% | Aerospace |
AVUV Avantis U.S. Small Cap Value ETF | $940,408 | $557,027 ▲ | 145.3% | 10,788 | 0.3% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $933,611 | $188,168 ▼ | -16.8% | 35,634 | 0.3% | ETF |
AMGN Amgen | $921,877 | $2,181 ▲ | 0.2% | 2,959 | 0.3% | Medical |
MDY SPDR S&P MidCap 400 ETF Trust | $785,817 | $3,201 ▲ | 0.4% | 1,473 | 0.2% | ETF |
EFV iShares MSCI EAFE Value ETF | $746,358 | $1,886 ▼ | -0.3% | 12,663 | 0.2% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $725,290 | $35,440 ▲ | 5.1% | 12,054 | 0.2% | ETF |
JBI Janus International Group | $696,096 | | 0.0% | 96,680 | 0.2% | Construction |
IWD iShares Russell 1000 Value ETF | $686,973 | | 0.0% | 3,651 | 0.2% | ETF |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $685,409 | $144,494 ▼ | -17.4% | 20,620 | 0.2% | ETF |
BRK.B Berkshire Hathaway | $677,442 | $33,553 ▲ | 5.2% | 1,272 | 0.2% | Finance |
IWM iShares Russell 2000 ETF | $673,279 | $4,389 ▼ | -0.6% | 3,375 | 0.2% | Finance |
VUG Vanguard Growth ETF | $673,039 | | 0.0% | 1,815 | 0.2% | ETF |
VGSH Vanguard Short-Term Treasury Index ETF | $661,906 | $11,503 ▲ | 1.8% | 11,278 | 0.2% | ETF |
SHOP Shopify | $624,440 | $2,673 ▼ | -0.4% | 6,540 | 0.2% | Computer and Technology |
CARR Carrier Global | $623,032 | $16,294 ▲ | 2.7% | 9,827 | 0.2% | Computer and Technology |
MUB iShares National Muni Bond ETF | $603,012 | $362,714 ▲ | 150.9% | 5,719 | 0.2% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $600,943 | $56,359 ▲ | 10.3% | 26,145 | 0.2% | ETF |
META Meta Platforms | $584,099 | $8,649 ▲ | 1.5% | 1,013 | 0.2% | Computer and Technology |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $583,902 | $5,481 ▼ | -0.9% | 11,613 | 0.2% | Manufacturing |
DFAU Dimensional US Core Equity Market ETF | $573,218 | $164,370 ▲ | 40.2% | 14,912 | 0.2% | ETF |
IWN iShares Russell 2000 Value ETF | $558,325 | $21,590 ▼ | -3.7% | 3,698 | 0.2% | ETF |
FLOT iShares Floating Rate Bond ETF | $544,398 | $10,006 ▲ | 1.9% | 10,664 | 0.2% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $538,666 | $3,485 ▲ | 0.7% | 5,101 | 0.2% | ETF |
VOE Vanguard Mid-Cap Value ETF | $532,191 | $54,584 ▼ | -9.3% | 3,315 | 0.2% | ETF |
DFIS Dimensional International Small Cap ETF | $528,971 | $101,939 ▲ | 23.9% | 20,471 | 0.2% | ETF |
DFAI Dimensional International Core Equity Market ETF | $515,545 | $207,024 ▲ | 67.1% | 16,508 | 0.2% | ETF |
MRK Merck & Co., Inc. | $482,012 | $2,424 ▲ | 0.5% | 5,370 | 0.2% | Medical |
IWF iShares Russell 1000 Growth ETF | $447,752 | | 0.0% | 1,240 | 0.1% | ETF |
IWO iShares Russell 2000 Growth ETF | $440,279 | $7,155 ▼ | -1.6% | 1,723 | 0.1% | ETF |
SCHA Schwab US Small-Cap ETF | $428,910 | $492 ▲ | 0.1% | 18,306 | 0.1% | ETF |
PFF iShares Preferred and Income Securities ETF | $426,410 | $55,929 ▼ | -11.6% | 13,876 | 0.1% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $412,467 | $105 ▼ | 0.0% | 7,876 | 0.1% | Manufacturing |
