IJJ iShares S&P Mid-Cap 400 Value ETF | $16,903,620 | $610,434 ▲ | 3.7% | 136,739 | 6.2% | ETF |
IAU iShares Gold Trust | $16,396,348 | $27,037 ▲ | 0.2% | 329,906 | 6.0% | Finance |
IJT iShares S&P Small-Cap 600 Growth ETF | $15,801,471 | $469,385 ▲ | 3.1% | 113,280 | 5.8% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $15,085,620 | $399,160 ▲ | 2.7% | 164,099 | 5.6% | ETF |
IVW iShares S&P 500 Growth ETF | $14,896,110 | $188,436 ▼ | -1.2% | 155,573 | 5.5% | ETF |
DFIV Dimensional International Value ETF | $11,007,328 | $1,171,341 ▲ | 11.9% | 289,058 | 4.1% | ETF |
FNDX Schwab Fundamental U.S. Large Company Index ETF | $9,745,713 | $22,030 ▼ | -0.2% | 135,810 | 3.6% | ETF |
VYM Vanguard High Dividend Yield ETF | $8,896,276 | $126,918 ▲ | 1.4% | 69,394 | 3.3% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $8,824,064 | $134,683 ▼ | -1.5% | 81,962 | 3.3% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $7,466,871 | $367,086 ▲ | 5.2% | 95,277 | 2.8% | ETF |
DISV Dimensional International Small Cap Value ETF | $7,218,837 | $805,748 ▲ | 12.6% | 248,411 | 2.7% | ETF |
IVV iShares Core S&P 500 ETF | $7,172,746 | $41,531 ▼ | -0.6% | 12,435 | 2.6% | ETF |
XBJA Innovator U.S. Equity Accelerated 9 Buffer ETF - January | $6,293,053 | $370,091 ▲ | 6.2% | 222,056 | 2.3% | ETF |
DFSV Dimensional US Small Cap Value ETF | $6,009,871 | $719,456 ▲ | 13.6% | 195,126 | 2.2% | ETF |
DFGR Dimensional Global Real Estate ETF | $4,788,197 | $422,338 ▲ | 9.7% | 165,911 | 1.8% | ETF |
IVE iShares S&P 500 Value ETF | $4,734,355 | $25,040 ▼ | -0.5% | 24,012 | 1.7% | ETF |
EFG iShares MSCI EAFE Growth ETF | $4,494,539 | $149,850 ▲ | 3.4% | 41,751 | 1.7% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $4,492,597 | $73,912 ▼ | -1.6% | 72,089 | 1.7% | ETF |
DFEV Dimensional Emerging Markets Value ETF | $4,333,114 | $525,655 ▲ | 13.8% | 152,253 | 1.6% | ETF |
DFIP Dimensional Inflation-Protected Securities ETF | $4,283,097 | $618,346 ▲ | 16.9% | 101,303 | 1.6% | ETF |
GLD SPDR Gold Shares | $3,681,873 | $66,112 ▼ | -1.8% | 15,148 | 1.4% | Finance |
GOVT iShares U.S. Treasury Bond ETF | $3,672,282 | $188,889 ▲ | 5.4% | 156,601 | 1.4% | ETF |
AAPL Apple | $3,510,621 | $55,221 ▼ | -1.5% | 15,067 | 1.3% | Computer and Technology |
BSV Vanguard Short-Term Bond ETF | $3,455,340 | $194,127 ▲ | 6.0% | 43,911 | 1.3% | ETF |
QQQ Invesco QQQ | $3,309,394 | $30,258 ▼ | -0.9% | 6,781 | 1.2% | Finance |
VOE Vanguard Mid-Cap Value ETF | $3,294,685 | $5,198 ▲ | 0.2% | 19,650 | 1.2% | ETF |
VNQ Vanguard Real Estate ETF | $3,085,398 | $17,146 ▼ | -0.6% | 31,671 | 1.1% | ETF |
IDV iShares International Select Dividend ETF | $2,850,141 | $238,877 ▼ | -7.7% | 94,282 | 1.1% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $2,605,222 | $147,839 ▲ | 6.0% | 50,963 | 1.0% | ETF |
FNDC Schwab Fundamental International Small Cap Company Index ETF | $2,576,301 | $68,212 ▼ | -2.6% | 67,531 | 0.9% | ETF |
VBR Vanguard Small-Cap Value ETF | $2,451,024 | $23,892 ▼ | -1.0% | 12,208 | 0.9% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $2,245,925 | $20,451 ▼ | -0.9% | 9,225 | 0.8% | ETF |
VBK Vanguard Small-Cap Growth ETF | $2,199,793 | $20,052 ▼ | -0.9% | 8,228 | 0.8% | ETF |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | $2,140,566 | $39,684 ▲ | 1.9% | 39,862 | 0.8% | Finance |
VCSH Vanguard Short-Term Corporate Bond ETF | $2,136,764 | $209,189 ▲ | 10.9% | 26,905 | 0.8% | ETF |
VTES Vanguard Short-Term Tax-Exempt Bond ETF | $2,108,045 | $173,938 ▲ | 9.0% | 20,785 | 0.8% | ETF |
MUB iShares National Muni Bond ETF | $1,892,645 | $21,183 ▼ | -1.1% | 17,423 | 0.7% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $1,854,222 | $121,008 ▲ | 7.0% | 37,603 | 0.7% | Manufacturing |
BNDX Vanguard Total International Bond ETF | $1,738,342 | $214,697 ▲ | 14.1% | 34,573 | 0.6% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $1,698,698 | $94,742 ▼ | -5.3% | 32,166 | 0.6% | ETF |
TIP iShares TIPS Bond ETF | $1,618,971 | $3,646 ▼ | -0.2% | 14,655 | 0.6% | ETF |
SPY SPDR S&P 500 ETF Trust | $1,556,027 | $4,590 ▼ | -0.3% | 2,712 | 0.6% | Finance |
PRF Invesco FTSE RAFI US 1000 ETF | $1,488,664 | $122 ▼ | 0.0% | 36,640 | 0.5% | ETF |
MSFT Microsoft | $1,470,851 | $45,614 ▲ | 3.2% | 3,418 | 0.5% | Computer and Technology |
JNJ Johnson & Johnson | $1,470,046 | $24,633 ▼ | -1.6% | 9,071 | 0.5% | Medical |
SCZ iShares MSCI EAFE Small-Cap ETF | $1,425,152 | $15,300 ▼ | -1.1% | 21,051 | 0.5% | ETF |
IJR iShares Core S&P Small-Cap ETF | $1,368,473 | $43,510 ▼ | -3.1% | 11,700 | 0.5% | ETF |
SIGI Selective Insurance Group | $1,177,259 | | 0.0% | 12,618 | 0.4% | Finance |
COST Costco Wholesale | $1,076,371 | | 0.0% | 1,214 | 0.4% | Retail/Wholesale |
DFAR Dimensional US Real Estate ETF | $1,054,291 | $23,409 ▼ | -2.2% | 41,119 | 0.4% | ETF |
BRK.B Berkshire Hathaway | $1,006,128 | $50,629 ▼ | -4.8% | 2,186 | 0.4% | Finance |
XOM Exxon Mobil | $963,825 | $53,103 ▼ | -5.2% | 8,222 | 0.4% | Oils/Energy |
META Meta Platforms | $903,021 | $11,452 ▲ | 1.3% | 1,577 | 0.3% | Computer and Technology |
BDX Becton, Dickinson and Company | $786,843 | $164,649 ▼ | -17.3% | 3,264 | 0.3% | Medical |
PFS Provident Financial Services | $780,151 | $37 ▼ | 0.0% | 42,034 | 0.3% | Finance |
VUG Vanguard Growth ETF | $770,732 | $7,680 ▲ | 1.0% | 2,007 | 0.3% | ETF |
LLY Eli Lilly and Company | $713,299 | $34,557 ▼ | -4.6% | 805 | 0.3% | Medical |
PJAN Innovator U.S. Equity Power Buffer ETF - January | $688,433 | | 0.0% | 16,661 | 0.3% | ETF |
DFLV Dimensional US Large Cap Value ETF | $636,904 | $325,107 ▲ | 104.3% | 20,672 | 0.2% | ETF |
MMM 3M | $630,523 | $5,058 ▼ | -0.8% | 4,612 | 0.2% | Multi-Sector Conglomerates |
RTX RTX | $624,822 | | 0.0% | 5,157 | 0.2% | Aerospace |
VIG Vanguard Dividend Appreciation ETF | $619,362 | $23,372 ▼ | -3.6% | 3,127 | 0.2% | ETF |
O Realty Income | $601,225 | | 0.0% | 9,480 | 0.2% | Finance |
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF | $597,135 | $11,967 ▼ | -2.0% | 14,371 | 0.2% | Manufacturing |
MCD McDonald's | $594,052 | | 0.0% | 1,951 | 0.2% | Retail/Wholesale |
PG Procter & Gamble | $584,723 | $25,287 ▼ | -4.1% | 3,376 | 0.2% | Consumer Staples |
AMZN Amazon.com | $575,946 | $11,739 ▲ | 2.1% | 3,091 | 0.2% | Retail/Wholesale |
DFUS Dimensional U.S. Equity ETF | $570,561 | $46,837 ▲ | 8.9% | 9,173 | 0.2% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $567,037 | $9,137 ▼ | -1.6% | 3,165 | 0.2% | ETF |
BND Vanguard Total Bond Market ETF | $532,079 | | 0.0% | 7,084 | 0.2% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $526,442 | $32,624 ▼ | -5.8% | 18,041 | 0.2% | ETF |
HD Home Depot | $522,744 | $33,229 ▼ | -6.0% | 1,290 | 0.2% | Retail/Wholesale |
MDYV SPDR S&P 400 Mid Cap Value ETF | $519,217 | $795 ▲ | 0.2% | 6,534 | 0.2% | ETF |
VO Vanguard Mid-Cap ETF | $494,358 | $7,914 ▼ | -1.6% | 1,874 | 0.2% | ETF |
IBM International Business Machines | $478,965 | $7,518 ▼ | -1.5% | 2,166 | 0.2% | Computer and Technology |
PEP PepsiCo | $456,575 | $23,977 ▼ | -5.0% | 2,685 | 0.2% | Consumer Staples |
GOOGL Alphabet | $450,946 | | 0.0% | 2,719 | 0.2% | Computer and Technology |
DE Deere & Company | $440,283 | | 0.0% | 1,055 | 0.2% | Industrial Products |
ABBV AbbVie | $415,103 | | 0.0% | 2,102 | 0.2% | Medical |
JPM JPMorgan Chase & Co. | $412,442 | | 0.0% | 1,956 | 0.2% | Finance |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $407,774 | $936 ▲ | 0.2% | 4,357 | 0.2% | ETF |
CARR Carrier Global | $402,450 | | 0.0% | 5,000 | 0.1% | Computer and Technology |
DFIS Dimensional International Small Cap ETF | $350,950 | $966 ▼ | -0.3% | 13,080 | 0.1% | ETF |
GD General Dynamics | $331,620 | $1,209 ▲ | 0.4% | 1,097 | 0.1% | Aerospace |
CAT Caterpillar | $328,932 | | 0.0% | 841 | 0.1% | Industrial Products |
LOW Lowe's Companies | $317,978 | | 0.0% | 1,174 | 0.1% | Retail/Wholesale |
GOOG Alphabet | $316,156 | | 0.0% | 1,891 | 0.1% | Computer and Technology |
UPS United Parcel Service | $300,420 | $54,002 ▼ | -15.2% | 2,203 | 0.1% | Transportation |
VWO Vanguard FTSE Emerging Markets ETF | $294,704 | $526 ▲ | 0.2% | 6,159 | 0.1% | ETF |
IHI iShares U.S. Medical Devices ETF | $293,021 | $178 ▲ | 0.1% | 4,948 | 0.1% | ETF |
UAUG Innovator U.S. Equity Ultra Buffer ETF - August | $292,746 | $3,118 ▼ | -1.1% | 8,357 | 0.1% | ETF |
DIVS SmartETFs Dividend Builder ETF | $282,640 | | 0.0% | 9,376 | 0.1% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $274,686 | $2,331 ▼ | -0.8% | 1,532 | 0.1% | ETF |
DVY iShares Select Dividend ETF | $272,394 | $19,987 ▼ | -6.8% | 2,017 | 0.1% | ETF |
V Visa | $266,152 | $16,222 ▼ | -5.7% | 968 | 0.1% | Business Services |
OTIS Otis Worldwide | $259,850 | | 0.0% | 2,500 | 0.1% | Construction |
XBAP Innovator U.S. Equity Accelerated 9 Buffer ETF - April | $258,478 | $8,777 ▼ | -3.3% | 7,745 | 0.1% | ETF |
IDHQ Invesco S&P International Developed Quality ETF | $245,396 | | 0.0% | 7,727 | 0.1% | ETF |
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $244,765 | $6,059 ▼ | -2.4% | 2,666 | 0.1% | ETF |
MRK Merck & Co., Inc. | $238,930 | | 0.0% | 2,104 | 0.1% | Medical |
