AGG iShares Core U.S. Aggregate Bond ETF | $304,652,853 | $35,813,844 ▲ | 13.3% | 3,143,993 | 13.1% | Finance |
VONV Vanguard Russell 1000 Value | $192,509,258 | $29,763,346 ▲ | 18.3% | 2,369,344 | 8.3% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $191,534,917 | $25,730,891 ▲ | 15.5% | 1,854,162 | 8.2% | ETF |
SCHF Schwab International Equity ETF | $123,004,987 | $75,257,281 ▲ | 157.6% | 6,648,918 | 5.3% | ETF |
VXF Vanguard Extended Market ETF | $106,036,712 | $15,862,780 ▲ | 17.6% | 558,146 | 4.6% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $95,018,984 | $15,249,854 ▲ | 19.1% | 1,903,426 | 4.1% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $92,613,118 | $16,890,929 ▲ | 22.3% | 3,477,774 | 4.0% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $57,138,996 | $13,848,106 ▲ | 32.0% | 1,664,404 | 2.5% | ETF |
REET iShares Global REIT ETF | $56,994,902 | $11,051,272 ▲ | 24.1% | 2,377,760 | 2.5% | ETF |
AAPL Apple | $46,111,280 | $9,728,054 ▲ | 26.7% | 184,136 | 2.0% | Computer and Technology |
TILT FlexShares Morningstar US Market Factor Tilt Index Fund | $30,606,364 | $1,468,069 ▼ | -4.6% | 141,725 | 1.3% | ETF |
MUB iShares National Muni Bond ETF | $29,616,888 | $10,314,799 ▲ | 53.4% | 277,962 | 1.3% | ETF |
MSFT Microsoft | $28,395,768 | $6,716,218 ▲ | 31.0% | 67,368 | 1.2% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $26,308,533 | $16,413,251 ▲ | 165.9% | 44,690 | 1.1% | ETF |
SPHY SPDR Portfolio High Yield Bond ETF | $21,827,091 | $3,801,622 ▲ | 21.1% | 930,000 | 0.9% | ETF |
NVDA NVIDIA | $21,264,363 | $4,517,935 ▲ | 27.0% | 158,346 | 0.9% | Computer and Technology |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $20,017,478 | $1,944,459 ▲ | 10.8% | 224,814 | 0.9% | ETF |
PG Procter & Gamble | $16,470,672 | $13,961,780 ▲ | 556.5% | 98,244 | 0.7% | Consumer Staples |
VV Vanguard Large-Cap ETF | $16,467,563 | $1,161,864 ▲ | 7.6% | 61,059 | 0.7% | ETF |
AMZN Amazon.com | $16,127,637 | $4,737,086 ▲ | 41.6% | 73,511 | 0.7% | Retail/Wholesale |
IEFA iShares Core MSCI EAFE ETF | $15,420,985 | $5,123,344 ▲ | 49.8% | 219,422 | 0.7% | ETF |
VOO Vanguard S&P 500 ETF | $15,150,349 | $239,772 ▼ | -1.6% | 28,118 | 0.7% | ETF |
ESGV Vanguard ESG US Stock ETF | $14,442,491 | $38,809 ▲ | 0.3% | 137,692 | 0.6% | ETF |
VTI Vanguard Total Stock Market ETF | $14,038,421 | $1,356,603 ▲ | 10.7% | 48,440 | 0.6% | ETF |
IWL iShares Russell Top 200 ETF | $12,267,753 | $670,013 ▼ | -5.2% | 84,774 | 0.5% | ETF |
VCEB Vanguard ESG U.S. Corporate Bond ETF | $12,171,194 | $179,647 ▲ | 1.5% | 196,341 | 0.5% | ETF |
META Meta Platforms | $11,229,318 | $1,352,577 ▲ | 13.7% | 19,178 | 0.5% | Computer and Technology |
JPM JPMorgan Chase & Co. | $10,797,769 | $2,964,263 ▲ | 37.8% | 45,045 | 0.5% | Finance |
DFAC Dimensional U.S. Core Equity 2 ETF | $10,734,368 | $227,775 ▼ | -2.1% | 310,332 | 0.5% | ETF |
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund | $10,587,006 | $238,560 ▼ | -2.2% | 153,684 | 0.5% | ETF |
ADSK Autodesk | $9,992,040 | $15,961 ▲ | 0.2% | 33,806 | 0.4% | Computer and Technology |
GOOGL Alphabet | $9,858,881 | $2,326,719 ▲ | 30.9% | 52,080 | 0.4% | Computer and Technology |
BND Vanguard Total Bond Market ETF | $9,410,580 | $734,705 ▲ | 8.5% | 130,866 | 0.4% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $8,884,157 | $6,965,072 ▲ | 362.9% | 142,580 | 0.4% | ETF |
LLY Eli Lilly and Company | $8,671,129 | $177,561 ▲ | 2.1% | 11,232 | 0.4% | Medical |
SUB iShares Short-Term National Muni Bond ETF | $8,562,463 | $4,202,860 ▲ | 96.4% | 81,176 | 0.4% | ETF |
VB Vanguard Small-Cap ETF | $8,082,011 | $3,323,053 ▲ | 69.8% | 33,636 | 0.3% | ETF |
HD Home Depot | $7,798,412 | $1,242,425 ▲ | 19.0% | 20,048 | 0.3% | Retail/Wholesale |
BUFF Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | $7,776,796 | $2,905,228 ▼ | -27.2% | 173,164 | 0.3% | ETF |
BSV Vanguard Short-Term Bond ETF | $7,707,216 | $4,327 ▲ | 0.1% | 99,744 | 0.3% | ETF |
CSWI CSW Industrials | $7,611,016 | $3,794,748 ▲ | 99.4% | 21,573 | 0.3% | Basic Materials |
USMV iShares MSCI USA Min Vol Factor ETF | $7,382,923 | $434,807 ▼ | -5.6% | 83,150 | 0.3% | ETF |
DFCF Dimensional Core Fixed Income ETF | $7,272,364 | $177,461 ▲ | 2.5% | 176,214 | 0.3% | ETF |
VUG Vanguard Growth ETF | $7,045,346 | $112,052 ▼ | -1.6% | 17,165 | 0.3% | ETF |
DSI iShares MSCI KLD 400 Social ETF | $6,914,074 | $103,083 ▼ | -1.5% | 62,713 | 0.3% | ETF |
V Visa | $6,502,178 | $859,625 ▲ | 15.2% | 20,574 | 0.3% | Business Services |
SPY SPDR S&P 500 ETF Trust | $6,378,391 | $128,939 ▲ | 2.1% | 10,883 | 0.3% | Finance |
BRK.B Berkshire Hathaway | $6,330,197 | $1,666,748 ▲ | 35.7% | 13,965 | 0.3% | Finance |
IEMG iShares Core MSCI Emerging Markets ETF | $6,306,368 | $610,819 ▲ | 10.7% | 120,765 | 0.3% | ETF |
TSLA Tesla | $5,929,797 | $106,207 ▼ | -1.8% | 14,684 | 0.3% | Auto/Tires/Trucks |
SUSA iShares MSCI USA ESG Select ETF | $5,550,901 | $51,797 ▼ | -0.9% | 45,653 | 0.2% | ETF |
SRE Sempra | $5,409,325 | $17,632 ▼ | -0.3% | 61,666 | 0.2% | Utilities |
UNH UnitedHealth Group | $5,304,868 | $628,774 ▲ | 13.4% | 10,487 | 0.2% | Medical |
CSCO Cisco Systems | $5,230,624 | $384,031 ▲ | 7.9% | 88,355 | 0.2% | Computer and Technology |
VXUS Vanguard Total International Stock ETF | $5,201,351 | $633,617 ▲ | 13.9% | 88,263 | 0.2% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $5,156,086 | $181,818 ▲ | 3.7% | 28,954 | 0.2% | ETF |
TTD Trade Desk | $5,047,679 | $72,751 ▲ | 1.5% | 42,948 | 0.2% | Computer and Technology |
AVGO Broadcom | $5,044,030 | $837,890 ▲ | 19.9% | 21,756 | 0.2% | Computer and Technology |
COST Costco Wholesale | $4,907,887 | $323,466 ▲ | 7.1% | 5,356 | 0.2% | Retail/Wholesale |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $4,759,283 | $2,855 ▲ | 0.1% | 111,694 | 0.2% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $4,728,897 | $170,520 ▲ | 3.7% | 18,636 | 0.2% | ETF |
IJR iShares Core S&P Small-Cap ETF | $4,722,711 | $3,139,256 ▲ | 198.3% | 40,989 | 0.2% | ETF |
MCD McDonald's | $4,557,966 | $614,280 ▲ | 15.6% | 15,723 | 0.2% | Retail/Wholesale |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $4,542,092 | $142,682 ▼ | -3.0% | 88,179 | 0.2% | Manufacturing |
VSGX Vanguard ESG International Stock ETF | $4,522,040 | $69,288 ▲ | 1.6% | 79,753 | 0.2% | ETF |
VYM Vanguard High Dividend Yield ETF | $4,483,090 | $26,921 ▲ | 0.6% | 35,137 | 0.2% | ETF |
XOM Exxon Mobil | $4,440,118 | $1,106,668 ▲ | 33.2% | 41,277 | 0.2% | Oils/Energy |
IXUS iShares Core MSCI Total International Stock ETF | $4,411,191 | $256,953 ▲ | 6.2% | 66,695 | 0.2% | Manufacturing |
VTEB Vanguard Tax-Exempt Bond ETF | $4,386,011 | $509,219 ▲ | 13.1% | 87,493 | 0.2% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $4,331,909 | $33,502 ▲ | 0.8% | 56,894 | 0.2% | Manufacturing |
QQQ Invesco QQQ | $4,273,719 | $734,609 ▲ | 20.8% | 8,360 | 0.2% | Finance |
WMT Walmart | $4,220,190 | $76,346 ▲ | 1.8% | 46,709 | 0.2% | Retail/Wholesale |
HYD VanEck High Yield Muni ETF | $3,938,205 | $474,925 ▼ | -10.8% | 75,866 | 0.2% | ETF |
VTV Vanguard Value ETF | $3,867,983 | $8,804 ▲ | 0.2% | 22,847 | 0.2% | ETF |
TT Trane Technologies | $3,744,710 | $760,096 ▲ | 25.5% | 10,139 | 0.2% | Construction |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $3,676,482 | $1,704,890 ▼ | -31.7% | 46,745 | 0.2% | ETF |
TMUS T-Mobile US | $3,675,445 | $145,455 ▲ | 4.1% | 16,652 | 0.2% | Computer and Technology |
DIS Walt Disney | $3,550,173 | $546,746 ▲ | 18.2% | 31,882 | 0.2% | Consumer Discretionary |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $3,496,739 | $769,392 ▲ | 28.2% | 43,562 | 0.2% | ETF |
CRM Salesforce | $3,373,791 | $971,248 ▲ | 40.4% | 10,091 | 0.1% | Computer and Technology |
NFLX Netflix | $3,274,898 | $443,012 ▲ | 15.6% | 3,674 | 0.1% | Consumer Discretionary |
PWR Quanta Services | $3,243,311 | $42,351 ▼ | -1.3% | 10,262 | 0.1% | Construction |
ABBV AbbVie | $3,186,277 | $946,642 ▲ | 42.3% | 17,930 | 0.1% | Medical |
SCHB Schwab US Broad Market ETF | $3,168,681 | $2,454,968 ▲ | 344.0% | 139,589 | 0.1% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $3,131,940 | $2,844,930 ▲ | 991.2% | 56,482 | 0.1% | Manufacturing |
DFIC Dimensional International Core Equity 2 ETF | $3,096,378 | $25,690 ▲ | 0.8% | 119,806 | 0.1% | ETF |
GSIE Goldman Sachs ActiveBeta International Equity ETF | $3,076,171 | $106,321 ▼ | -3.3% | 92,267 | 0.1% | ETF |
BAC Bank of America | $3,075,759 | $1,010,237 ▲ | 48.9% | 69,983 | 0.1% | Finance |
FTSL First Trust Senior Loan ETF | $3,066,360 | $88,041 ▼ | -2.8% | 66,314 | 0.1% | Manufacturing |
VEA Vanguard FTSE Developed Markets ETF | $3,046,522 | $869,847 ▲ | 40.0% | 63,708 | 0.1% | ETF |
MA Mastercard | $3,012,392 | $114,261 ▲ | 3.9% | 5,721 | 0.1% | Business Services |
GOVT iShares U.S. Treasury Bond ETF | $2,998,598 | $2,606,903 ▲ | 665.5% | 130,487 | 0.1% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $2,946,085 | $56,866 ▲ | 2.0% | 62,843 | 0.1% | ETF |
CTAS Cintas | $2,937,487 | $94,092 ▼ | -3.1% | 16,078 | 0.1% | Business Services |
AVUS Avantis U.S. Equity ETF | $2,925,004 | $120,486 ▲ | 4.3% | 30,176 | 0.1% | ETF |
IVOG Vanguard S&P Mid-Cap 400 Growth ETF | $2,909,093 | $2,909,093 ▲ | New Holding | 25,815 | 0.1% | ETF |
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund | $2,904,972 | $24,727 ▲ | 0.9% | 56,156 | 0.1% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $2,894,204 | $126,443 ▼ | -4.2% | 38,729 | 0.1% | ETF |
NUSC Nuveen ESG Small-Cap ETF | $2,823,031 | $921 ▼ | 0.0% | 67,404 | 0.1% | ETF |
ADBE Adobe | $2,815,938 | $345,489 ▲ | 14.0% | 6,333 | 0.1% | Computer and Technology |
