MSFT Microsoft | $26,077,188 | $37,092 ▼ | -0.1% | 61,868 | 8.8% | Computer and Technology |
VTV Vanguard Value ETF | $15,698,307 | $183,351 ▼ | -1.2% | 92,725 | 5.3% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $9,998,425 | $500,558 ▼ | -4.8% | 195,511 | 3.4% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $9,305,813 | $424,374 ▲ | 4.8% | 119,290 | 3.1% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $7,876,173 | $35,640 ▲ | 0.5% | 98,121 | 2.6% | ETF |
GOOG Alphabet | $7,639,501 | $64,559 ▼ | -0.8% | 40,115 | 2.6% | Computer and Technology |
JPM JPMorgan Chase & Co. | $7,455,276 | $260,806 ▼ | -3.4% | 31,101 | 2.5% | Finance |
BSV Vanguard Short-Term Bond ETF | $6,445,632 | $516,627 ▲ | 8.7% | 83,417 | 2.2% | ETF |
VBR Vanguard Small-Cap Value ETF | $5,915,113 | $635,369 ▼ | -9.7% | 29,847 | 2.0% | ETF |
VTI Vanguard Total Stock Market ETF | $5,533,632 | $183,740 ▲ | 3.4% | 19,094 | 1.9% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $5,491,358 | $641,868 ▲ | 13.2% | 31,338 | 1.8% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $5,238,782 | $791,160 ▼ | -13.1% | 54,271 | 1.8% | ETF |
DFIV Dimensional International Value ETF | $5,082,475 | $95,902 ▲ | 1.9% | 143,249 | 1.7% | ETF |
AXP American Express | $4,767,635 | $264,440 ▼ | -5.3% | 16,064 | 1.6% | Finance |
AAPL Apple | $4,722,420 | $46,829 ▼ | -1.0% | 18,858 | 1.6% | Computer and Technology |
IJR iShares Core S&P Small-Cap ETF | $4,605,804 | $44,129 ▲ | 1.0% | 39,974 | 1.5% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $4,492,653 | $22,236 ▼ | -0.5% | 93,949 | 1.5% | ETF |
IVV iShares Core S&P 500 ETF | $4,468,844 | $219,586 ▲ | 5.2% | 7,591 | 1.5% | ETF |
SYK Stryker | $4,317,720 | $255,636 ▼ | -5.6% | 11,992 | 1.4% | Medical |
AVLV Avantis U.S. Large Cap Value ETF | $4,284,100 | $138,348 ▲ | 3.3% | 64,162 | 1.4% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $4,246,892 | $42,857 ▼ | -1.0% | 122,778 | 1.4% | ETF |
BND Vanguard Total Bond Market ETF | $4,177,899 | $177,114 ▼ | -4.1% | 58,099 | 1.4% | ETF |
TSM Taiwan Semiconductor Manufacturing | $4,053,680 | $182,481 ▼ | -4.3% | 20,526 | 1.4% | Computer and Technology |
BNDX Vanguard Total International Bond ETF | $3,925,668 | $15,206 ▲ | 0.4% | 80,034 | 1.3% | ETF |
PEP PepsiCo | $3,829,023 | $336,661 ▼ | -8.1% | 25,181 | 1.3% | Consumer Staples |
AVDV Avantis International Small Cap Value ETF | $3,682,343 | $94,821 ▼ | -2.5% | 56,582 | 1.2% | ETF |
QCOM QUALCOMM | $3,618,673 | $136,722 ▼ | -3.6% | 23,556 | 1.2% | Computer and Technology |
CMI Cummins | $3,290,435 | $81,572 ▼ | -2.4% | 9,439 | 1.1% | Auto/Tires/Trucks |
LINDE PLC
| $3,280,698 | $25,120 ▼ | -0.8% | 7,836 | 1.1% | SHS |
APH Amphenol | $3,184,908 | $170,847 ▼ | -5.1% | 45,859 | 1.1% | Computer and Technology |
LOW Lowe's Companies | $3,126,216 | $70,091 ▼ | -2.2% | 12,667 | 1.0% | Retail/Wholesale |
IGV iShares Expanded Tech-Software Sector ETF | $3,076,287 | $118,642 ▼ | -3.7% | 30,726 | 1.0% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $2,842,282 | $12,898 ▼ | -0.5% | 54,429 | 1.0% | ETF |
GILD Gilead Sciences | $2,817,562 | $166,081 ▲ | 6.3% | 30,503 | 0.9% | Medical |
STIP iShares 0-5 Year TIPS Bond ETF | $2,708,152 | $308,339 ▲ | 12.8% | 26,920 | 0.9% | ETF |
ECL Ecolab | $2,677,106 | $75,685 ▼ | -2.7% | 11,425 | 0.9% | Basic Materials |
VWO Vanguard FTSE Emerging Markets ETF | $2,635,451 | $40,869 ▼ | -1.5% | 59,842 | 0.9% | ETF |
HD Home Depot | $2,552,552 | $33,842 ▼ | -1.3% | 6,562 | 0.9% | Retail/Wholesale |
MDY SPDR S&P MidCap 400 ETF Trust | $2,494,191 | $277,955 ▲ | 12.5% | 4,379 | 0.8% | ETF |
VUG Vanguard Growth ETF | $2,481,110 | $43,096 ▲ | 1.8% | 6,045 | 0.8% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $2,461,587 | $196,931 ▲ | 8.7% | 23,337 | 0.8% | ETF |
CAT Caterpillar | $2,449,356 | $11,246 ▲ | 0.5% | 6,752 | 0.8% | Industrial Products |
VB Vanguard Small-Cap ETF | $2,387,664 | $721 ▼ | 0.0% | 9,937 | 0.8% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,332,598 | $288,351 ▼ | -11.0% | 3,980 | 0.8% | Finance |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $2,287,796 | $12,263 ▼ | -0.5% | 50,930 | 0.8% | ETF |
V Visa | $2,229,978 | $30,024 ▼ | -1.3% | 7,056 | 0.7% | Business Services |
VV Vanguard Large-Cap ETF | $2,210,191 | | 0.0% | 8,195 | 0.7% | ETF |
HEFA iShares Currency Hedged MSCI EAFE ETF | $2,114,318 | $78,500 ▲ | 3.9% | 60,844 | 0.7% | ETF |
TIP iShares TIPS Bond ETF | $2,059,931 | $107 ▲ | 0.0% | 19,333 | 0.7% | ETF |
DFUV Dimensional US Marketwide Value ETF | $2,055,207 | $45,298 ▼ | -2.2% | 50,225 | 0.7% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $1,888,335 | $61,024 ▲ | 3.3% | 32,120 | 0.6% | ETF |
MRK Merck & Co., Inc. | $1,883,554 | $1,089,206 ▼ | -36.6% | 18,934 | 0.6% | Medical |
SPYG SPDR Portfolio S&P 500 Growth ETF | $1,873,770 | $71,551 ▲ | 4.0% | 21,317 | 0.6% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $1,823,694 | $34,677 ▼ | -1.9% | 26,453 | 0.6% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $1,737,005 | $155,403 ▼ | -8.2% | 34,650 | 0.6% | ETF |
DIS Walt Disney | $1,704,323 | $104,669 ▼ | -5.8% | 15,306 | 0.6% | Consumer Discretionary |
JPST JPMorgan Ultra-Short Income ETF | $1,638,184 | $315,669 ▲ | 23.9% | 32,523 | 0.5% | ETF |
LLY Eli Lilly and Company | $1,465,256 | $23,932 ▼ | -1.6% | 1,898 | 0.5% | Medical |
SCHC Schwab International Small-Cap Equity ETF | $1,457,267 | $26,468 ▲ | 1.8% | 42,449 | 0.5% | ETF |
NEE NextEra Energy | $1,449,213 | $71,332 ▲ | 5.2% | 20,215 | 0.5% | Utilities |
VNQ Vanguard Real Estate ETF | $1,403,708 | $25,922 ▲ | 1.9% | 15,758 | 0.5% | ETF |
NKE NIKE | $1,394,976 | $26,106 ▼ | -1.8% | 18,435 | 0.5% | Consumer Discretionary |
UPS United Parcel Service | $1,388,613 | $3,152 ▼ | -0.2% | 11,012 | 0.5% | Transportation |
MUB iShares National Muni Bond ETF | $1,258,995 | $5,541 ▼ | -0.4% | 11,816 | 0.4% | ETF |
MDT Medtronic | $1,199,718 | $144,982 ▼ | -10.8% | 15,019 | 0.4% | Medical |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $1,157,964 | $83,448 ▼ | -6.7% | 14,723 | 0.4% | ETF |
SCHX Schwab US Large-Cap ETF | $1,145,355 | $742,391 ▲ | 184.2% | 49,411 | 0.4% | ETF |
VNQI Vanguard Global ex-U.S. Real Estate ETF | $1,127,563 | $1,068 ▼ | -0.1% | 28,503 | 0.4% | ETF |
WMT Walmart | $1,048,964 | | 0.0% | 11,610 | 0.4% | Retail/Wholesale |
IEFA iShares Core MSCI EAFE ETF | $1,008,940 | $19,046 ▼ | -1.9% | 14,356 | 0.3% | ETF |
XLU Utilities Select Sector SPDR Fund | $992,296 | $2,271 ▼ | -0.2% | 13,110 | 0.3% | ETF |
PFF iShares Preferred and Income Securities ETF | $987,530 | $114,913 ▼ | -10.4% | 31,410 | 0.3% | ETF |
EFG iShares MSCI EAFE Growth ETF | $957,455 | $18,979 ▲ | 2.0% | 9,888 | 0.3% | ETF |
TSLA Tesla | $912,678 | $4,038 ▼ | -0.4% | 2,260 | 0.3% | Auto/Tires/Trucks |
DFAI Dimensional International Core Equity Market ETF | $904,908 | $38,427 ▲ | 4.4% | 30,990 | 0.3% | ETF |
KO Coca-Cola | $797,551 | $80,938 ▼ | -9.2% | 12,810 | 0.3% | Consumer Staples |
FNDF Schwab Fundamental International Large Company Index ETF | $765,476 | $4,184 ▼ | -0.5% | 23,050 | 0.3% | ETF |
GOOGL Alphabet | $720,476 | $109,794 ▲ | 18.0% | 3,806 | 0.2% | Computer and Technology |
IWF iShares Russell 1000 Growth ETF | $696,741 | $10,039 ▼ | -1.4% | 1,735 | 0.2% | ETF |
XOM Exxon Mobil | $694,364 | $41,952 ▼ | -5.7% | 6,455 | 0.2% | Oils/Energy |
QQQ Invesco QQQ | $674,312 | $143,144 ▼ | -17.5% | 1,319 | 0.2% | Finance |
SCHF Schwab International Equity ETF | $670,570 | $341,677 ▲ | 103.9% | 36,247 | 0.2% | ETF |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $657,547 | $10,451 ▼ | -1.6% | 22,021 | 0.2% | ETF |
APO Apollo Global Management | $639,995 | | 0.0% | 3,875 | 0.2% | Finance |
DFAT Dimensional U.S. Targeted Value ETF | $634,468 | $4,174 ▼ | -0.7% | 11,399 | 0.2% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $630,829 | $5,358 ▼ | -0.8% | 18,483 | 0.2% | ETF |
ARES Ares Management | $593,051 | | 0.0% | 3,350 | 0.2% | Finance |
VTES Vanguard Short-Term Tax-Exempt Bond ETF | $568,718 | $11,930 ▼ | -2.1% | 5,673 | 0.2% | ETF |
JNJ Johnson & Johnson | $561,993 | $9,979 ▼ | -1.7% | 3,886 | 0.2% | Medical |
RCL Royal Caribbean Cruises | $559,423 | $32,066 ▼ | -5.4% | 2,425 | 0.2% | Consumer Discretionary |
PG Procter & Gamble | $558,275 | $75,443 ▼ | -11.9% | 3,330 | 0.2% | Consumer Staples |
VOO Vanguard S&P 500 ETF | $551,203 | | 0.0% | 1,023 | 0.2% | ETF |
AVIV Avantis International Large Cap Value ETF | $550,659 | $30,569 ▼ | -5.3% | 10,610 | 0.2% | ETF |
VIG Vanguard Dividend Appreciation ETF | $535,399 | $19,583 ▼ | -3.5% | 2,734 | 0.2% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $515,252 | $643 ▲ | 0.1% | 4,006 | 0.2% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $508,555 | $67,546 ▼ | -11.7% | 10,503 | 0.2% | Manufacturing |
IWM iShares Russell 2000 ETF | $507,987 | | 0.0% | 2,299 | 0.2% | Finance |
SCHV Schwab U.S. Large-Cap Value ETF | $500,414 | $317,168 ▲ | 173.1% | 19,195 | 0.2% | ETF |
IVE iShares S&P 500 Value ETF | $488,080 | $573 ▼ | -0.1% | 2,557 | 0.2% | ETF |
BRK.B Berkshire Hathaway | $466,425 | $31,730 ▼ | -6.4% | 1,029 | 0.2% | Finance |