MSFT Microsoft | $23,150,146 | $74,327 ▼ | -0.3% | 61,670 | 7.8% | Computer and Technology |
VTV Vanguard Value ETF | $15,907,838 | $109,517 ▼ | -0.7% | 92,091 | 5.4% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $9,815,512 | $169,246 ▼ | -1.7% | 192,197 | 3.3% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $8,141,088 | $118,716 ▲ | 1.5% | 99,573 | 2.8% | ETF |
JPM JPMorgan Chase & Co. | $7,547,142 | $81,930 ▼ | -1.1% | 30,767 | 2.6% | Finance |
VCSH Vanguard Short-Term Corporate Bond ETF | $7,457,935 | $1,958,817 ▼ | -20.8% | 94,476 | 2.5% | ETF |
BSV Vanguard Short-Term Bond ETF | $6,473,051 | $56,831 ▼ | -0.9% | 82,691 | 2.2% | ETF |
DFIV Dimensional International Value ETF | $6,335,464 | $697,184 ▲ | 12.4% | 160,962 | 2.1% | ETF |
GOOG Alphabet | $6,162,492 | $104,674 ▼ | -1.7% | 39,445 | 2.1% | Computer and Technology |
RSP Invesco S&P 500 Equal Weight ETF | $5,649,550 | $220,868 ▲ | 4.1% | 32,613 | 1.9% | ETF |
VTI Vanguard Total Stock Market ETF | $5,555,891 | $308,096 ▲ | 5.9% | 20,215 | 1.9% | ETF |
VBR Vanguard Small-Cap Value ETF | $5,359,992 | $200,264 ▼ | -3.6% | 28,772 | 1.8% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $5,347,176 | $571,737 ▲ | 12.0% | 105,197 | 1.8% | ETF |
BND Vanguard Total Bond Market ETF | $4,724,304 | $456,932 ▲ | 10.7% | 64,320 | 1.6% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $4,584,623 | $146,184 ▼ | -3.1% | 52,594 | 1.6% | ETF |
IVV iShares Core S&P 500 ETF | $4,496,490 | $230,949 ▲ | 5.4% | 8,002 | 1.5% | ETF |
SYK Stryker | $4,362,770 | $101,252 ▼ | -2.3% | 11,720 | 1.5% | Medical |
DFAC Dimensional U.S. Core Equity 2 ETF | $4,268,347 | $217,899 ▲ | 5.4% | 129,383 | 1.4% | ETF |
AXP American Express | $4,211,709 | $110,311 ▼ | -2.6% | 15,654 | 1.4% | Finance |
AVLV Avantis U.S. Large Cap Value ETF | $4,193,726 | $9,716 ▲ | 0.2% | 64,311 | 1.4% | ETF |
IJR iShares Core S&P Small-Cap ETF | $4,156,971 | $23,110 ▼ | -0.6% | 39,753 | 1.4% | ETF |
AAPL Apple | $4,085,637 | $103,290 ▼ | -2.5% | 18,393 | 1.4% | Computer and Technology |
AVDV Avantis International Small Cap Value ETF | $3,956,056 | $10,043 ▲ | 0.3% | 56,726 | 1.3% | ETF |
PEP PepsiCo | $3,942,222 | $166,583 ▲ | 4.4% | 26,292 | 1.3% | Consumer Staples |
BNDX Vanguard Total International Bond ETF | $3,887,781 | $19,479 ▼ | -0.5% | 79,635 | 1.3% | ETF |
LINDE PLC
| $3,701,372 | $52,617 ▲ | 1.4% | 7,949 | 1.3% | SHS |
GILD Gilead Sciences | $3,624,593 | $206,732 ▲ | 6.0% | 32,348 | 1.2% | Medical |
QCOM QUALCOMM | $3,624,582 | $6,144 ▲ | 0.2% | 23,596 | 1.2% | Computer and Technology |
STIP iShares 0-5 Year TIPS Bond ETF | $3,376,330 | $590,917 ▲ | 21.2% | 32,631 | 1.1% | ETF |
TSM Taiwan Semiconductor Manufacturing | $3,316,016 | $91,300 ▼ | -2.7% | 19,976 | 1.1% | Computer and Technology |
IEMG iShares Core MSCI Emerging Markets ETF | $3,085,141 | $147,608 ▲ | 5.0% | 57,164 | 1.0% | ETF |
CMI Cummins | $3,030,651 | $72,091 ▲ | 2.4% | 9,669 | 1.0% | Auto/Tires/Trucks |
ECL Ecolab | $2,918,522 | $22,056 ▲ | 0.8% | 11,512 | 1.0% | Basic Materials |
LOW Lowe's Companies | $2,918,174 | $36,151 ▼ | -1.2% | 12,512 | 1.0% | Retail/Wholesale |
APH Amphenol | $2,886,944 | $120,948 ▼ | -4.0% | 44,015 | 1.0% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $2,684,475 | $23,988 ▼ | -0.9% | 59,312 | 0.9% | ETF |
IGV iShares Expanded Tech-Software Sector ETF | $2,626,184 | $108,123 ▼ | -4.0% | 29,511 | 0.9% | ETF |
V Visa | $2,605,670 | $132,824 ▲ | 5.4% | 7,435 | 0.9% | Business Services |
A Agilent Technologies | $2,530,277 | $2,530,277 ▲ | New Holding | 21,630 | 0.9% | Medical |
SUB iShares Short-Term National Muni Bond ETF | $2,489,309 | $24,922 ▲ | 1.0% | 23,573 | 0.8% | ETF |
TIP iShares TIPS Bond ETF | $2,452,201 | $304,498 ▲ | 14.2% | 22,074 | 0.8% | ETF |
VUG Vanguard Growth ETF | $2,389,193 | $147,586 ▲ | 6.6% | 6,443 | 0.8% | ETF |
HD Home Depot | $2,366,426 | $38,481 ▼ | -1.6% | 6,457 | 0.8% | Retail/Wholesale |
MDY SPDR S&P MidCap 400 ETF Trust | $2,365,450 | $29,341 ▲ | 1.3% | 4,434 | 0.8% | ETF |
CAT Caterpillar | $2,333,995 | $107,185 ▲ | 4.8% | 7,077 | 0.8% | Industrials |
SPY SPDR S&P 500 ETF Trust | $2,322,028 | $95,656 ▲ | 4.3% | 4,151 | 0.8% | Finance |
HEFA iShares Currency Hedged MSCI EAFE ETF | $2,224,239 | $16,222 ▲ | 0.7% | 61,291 | 0.8% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $2,189,039 | $542,399 ▲ | 32.9% | 43,236 | 0.7% | ETF |
VB Vanguard Small-Cap ETF | $2,109,067 | $94,466 ▼ | -4.3% | 9,511 | 0.7% | ETF |
VV Vanguard Large-Cap ETF | $2,106,361 | | 0.0% | 8,195 | 0.7% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $2,084,129 | $8,233 ▲ | 0.4% | 51,132 | 0.7% | ETF |
DFUV Dimensional US Marketwide Value ETF | $2,058,852 | $10,921 ▼ | -0.5% | 49,960 | 0.7% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $2,011,844 | $79,184 ▲ | 4.1% | 33,436 | 0.7% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $1,805,682 | $92,426 ▲ | 5.4% | 22,467 | 0.6% | ETF |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $1,682,960 | $521,463 ▲ | 44.9% | 21,333 | 0.6% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $1,644,407 | $74,926 ▼ | -4.4% | 33,140 | 0.6% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $1,611,704 | $127,837 ▼ | -7.3% | 24,509 | 0.5% | ETF |
MDT Medtronic | $1,581,446 | $231,839 ▲ | 17.2% | 17,599 | 0.5% | Medical |
LLY Eli Lilly and Company | $1,567,577 | | 0.0% | 1,898 | 0.5% | Medical |
SCHC Schwab International Small-Cap Equity ETF | $1,566,979 | $43,917 ▲ | 2.9% | 43,673 | 0.5% | ETF |
DIS Walt Disney | $1,508,531 | $2,171 ▼ | -0.1% | 15,284 | 0.5% | Consumer Discretionary |
MRK Merck & Co., Inc. | $1,503,211 | $196,305 ▼ | -11.6% | 16,747 | 0.5% | Medical |
NEE NextEra Energy | $1,495,425 | $62,383 ▲ | 4.4% | 21,095 | 0.5% | Utilities |
VNQ Vanguard Real Estate ETF | $1,486,483 | $59,756 ▲ | 4.2% | 16,418 | 0.5% | ETF |
PFF iShares Preferred and Income Securities ETF | $1,444,771 | $479,542 ▲ | 49.7% | 47,015 | 0.5% | ETF |
MUB iShares National Muni Bond ETF | $1,231,117 | $14,762 ▼ | -1.2% | 11,676 | 0.4% | ETF |
VNQI Vanguard Global ex-U.S. Real Estate ETF | $1,212,084 | $58,868 ▲ | 5.1% | 29,958 | 0.4% | ETF |
SCHX Schwab US Large-Cap ETF | $1,208,600 | $117,599 ▲ | 10.8% | 54,737 | 0.4% | ETF |
IEFA iShares Core MSCI EAFE ETF | $1,086,031 | | 0.0% | 14,356 | 0.4% | ETF |
EFG iShares MSCI EAFE Growth ETF | $1,044,200 | $55,400 ▲ | 5.6% | 10,442 | 0.4% | ETF |
WMT Walmart | $1,018,364 | $878 ▼ | -0.1% | 11,600 | 0.3% | Retail/Wholesale |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $1,012,271 | $488,172 ▲ | 93.1% | 20,286 | 0.3% | Manufacturing |
DFAI Dimensional International Core Equity Market ETF | $980,341 | $12,523 ▲ | 1.3% | 31,391 | 0.3% | ETF |
XLU Utilities Select Sector SPDR Fund | $962,364 | $71,359 ▼ | -6.9% | 12,205 | 0.3% | ETF |
KO Coca-Cola | $898,473 | $18,979 ▼ | -2.1% | 12,545 | 0.3% | Consumer Staples |
FNDF Schwab Fundamental International Large Company Index ETF | $828,024 | $4,987 ▼ | -0.6% | 22,912 | 0.3% | ETF |
XOM Exxon Mobil | $751,043 | $16,650 ▼ | -2.2% | 6,315 | 0.3% | Energy |
SCHF Schwab International Equity ETF | $712,040 | $4,925 ▼ | -0.7% | 35,998 | 0.2% | ETF |
NKE NIKE | $675,745 | $494,509 ▼ | -42.3% | 10,645 | 0.2% | Consumer Discretionary |
SPDW SPDR Portfolio Developed World ex-US ETF | $656,258 | $16,712 ▼ | -2.5% | 18,024 | 0.2% | ETF |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $627,284 | $35,548 ▼ | -5.4% | 20,840 | 0.2% | ETF |
QQQ Invesco QQQ | $618,505 | | 0.0% | 1,319 | 0.2% | Finance |
TSLA Tesla | $607,730 | $22,029 ▲ | 3.8% | 2,345 | 0.2% | Auto/Tires/Trucks |
JNJ Johnson & Johnson | $606,974 | $37,480 ▼ | -5.8% | 3,660 | 0.2% | Medical |
AVIV Avantis International Large Cap Value ETF | $598,994 | $2,381 ▼ | -0.4% | 10,568 | 0.2% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $592,135 | $5,200 ▲ | 0.9% | 11,500 | 0.2% | ETF |
GOOGL Alphabet | $571,549 | $17,010 ▼ | -2.9% | 3,696 | 0.2% | Computer and Technology |
AMGN Amgen | $541,473 | $2,804 ▼ | -0.5% | 1,738 | 0.2% | Medical |
PGX Invesco Preferred ETF | $535,755 | $297,330 ▲ | 124.7% | 47,750 | 0.2% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $530,621 | $41,849 ▲ | 8.6% | 4,349 | 0.2% | ETF |
VIG Vanguard Dividend Appreciation ETF | $530,369 | | 0.0% | 2,734 | 0.2% | ETF |
IWF iShares Russell 1000 Growth ETF | $526,469 | $100,022 ▼ | -16.0% | 1,458 | 0.2% | ETF |
VOO Vanguard S&P 500 ETF | $525,730 | | 0.0% | 1,023 | 0.2% | ETF |
BRK.B Berkshire Hathaway | $521,928 | $26,096 ▼ | -4.8% | 980 | 0.2% | Finance |
APO Apollo Global Management | $520,372 | $10,271 ▼ | -1.9% | 3,800 | 0.2% | Finance |
PG Procter & Gamble | $516,373 | $51,126 ▼ | -9.0% | 3,030 | 0.2% | Consumer Staples |
SCHV Schwab U.S. Large-Cap Value ETF | $501,857 | $8,346 ▼ | -1.6% | 18,881 | 0.2% | ETF |
IVE iShares S&P 500 Value ETF | $487,313 | | 0.0% | 2,557 | 0.2% | ETF |
ARES Ares Management | $483,813 | $7,331 ▼ | -1.5% | 3,300 | 0.2% | Finance |
BMY Bristol-Myers Squibb | $483,041 | | 0.0% | 7,920 | 0.2% | Medical |
