VTI Vanguard Total Stock Market ETF | $412,454,174 | $22,299,388 ▼ | -5.1% | 1,452,156 | 16.2% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $203,477,915 | $3,834,306 ▼ | -1.8% | 3,229,808 | 8.0% | ETF |
VUG Vanguard Growth ETF | $85,968,205 | $5,707,128 ▼ | -6.2% | 223,916 | 3.4% | ETF |
CMG Chipotle Mexican Grill | $69,225,878 | $2,689,990 ▲ | 4.0% | 1,201,421 | 2.7% | Retail/Wholesale |
VTV Vanguard Value ETF | $68,296,864 | $285,597 ▲ | 0.4% | 391,229 | 2.7% | ETF |
AAPL Apple | $59,508,261 | $12,164,476 ▲ | 25.7% | 255,400 | 2.3% | Computer and Technology |
MSFT Microsoft | $51,163,444 | $6,623,597 ▲ | 14.9% | 118,902 | 2.0% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $50,028,067 | $6,535,434 ▲ | 15.0% | 86,929 | 2.0% | Finance |
VOO Vanguard S&P 500 ETF | $41,641,869 | $15,331,991 ▲ | 58.3% | 78,672 | 1.6% | ETF |
AMZN Amazon.com | $40,748,862 | $695,942 ▲ | 1.7% | 218,692 | 1.6% | Retail/Wholesale |
NVDA NVIDIA | $36,979,079 | $477,420 ▲ | 1.3% | 304,480 | 1.4% | Computer and Technology |
VBR Vanguard Small-Cap Value ETF | $36,602,917 | $2,151,955 ▼ | -5.6% | 182,304 | 1.4% | ETF |
IVV iShares Core S&P 500 ETF | $34,344,662 | $9,805,427 ▲ | 40.0% | 59,541 | 1.3% | ETF |
META Meta Platforms | $34,052,294 | $12,707,071 ▲ | 59.5% | 59,486 | 1.3% | Computer and Technology |
VOE Vanguard Mid-Cap Value ETF | $29,322,506 | $3,385,597 ▼ | -10.4% | 174,882 | 1.1% | ETF |
IEFA iShares Core MSCI EAFE ETF | $26,830,850 | $992,874 ▲ | 3.8% | 343,765 | 1.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $25,675,011 | $3,333,685 ▲ | 14.9% | 486,177 | 1.0% | ETF |
COST Costco Wholesale | $23,873,582 | $3,426,342 ▲ | 16.8% | 26,930 | 0.9% | Retail/Wholesale |
WPM Wheaton Precious Metals | $21,020,727 | $2,211,888 ▲ | 11.8% | 344,151 | 0.8% | Basic Materials |
IWM iShares Russell 2000 ETF | $18,452,835 | $2,485,221 ▲ | 15.6% | 83,539 | 0.7% | Finance |
JPM JPMorgan Chase & Co. | $18,367,762 | $2,774,911 ▲ | 17.8% | 87,109 | 0.7% | Finance |
AGG iShares Core U.S. Aggregate Bond ETF | $18,359,080 | $5,376,032 ▲ | 41.4% | 181,288 | 0.7% | Finance |
QQQ Invesco QQQ | $16,560,563 | $1,480,402 ▲ | 9.8% | 33,884 | 0.6% | Finance |
VB Vanguard Small-Cap ETF | $16,299,620 | $2,701,297 ▲ | 19.9% | 68,510 | 0.6% | ETF |
BRK.B Berkshire Hathaway | $15,568,596 | $3,922,756 ▲ | 33.7% | 33,826 | 0.6% | Finance |
AVGO Broadcom | $15,279,740 | $13,871,447 ▲ | 985.0% | 88,578 | 0.6% | Computer and Technology |
VO Vanguard Mid-Cap ETF | $15,197,238 | $2,852,285 ▲ | 23.1% | 57,602 | 0.6% | ETF |
WMT Walmart | $14,822,722 | $2,203,830 ▲ | 17.5% | 183,563 | 0.6% | Retail/Wholesale |
CAT Caterpillar | $14,426,117 | $949,642 ▲ | 7.0% | 36,884 | 0.6% | Industrial Products |
NFLX Netflix | $14,032,156 | $7,696,975 ▲ | 121.5% | 19,784 | 0.5% | Consumer Discretionary |
UNH UnitedHealth Group | $13,756,502 | $594,041 ▼ | -4.1% | 23,528 | 0.5% | Medical |
REGN Regeneron Pharmaceuticals | $13,437,347 | $4,844,257 ▲ | 56.4% | 12,782 | 0.5% | Medical |
VTEB Vanguard Tax-Exempt Bond ETF | $13,102,353 | $5,828,238 ▲ | 80.1% | 256,306 | 0.5% | ETF |
IWF iShares Russell 1000 Growth ETF | $13,096,107 | $1,186,563 ▲ | 10.0% | 34,888 | 0.5% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $13,074,454 | $1,166,625 ▲ | 9.8% | 227,739 | 0.5% | ETF |
MUB iShares National Muni Bond ETF | $12,907,291 | $2,884,123 ▲ | 28.8% | 118,819 | 0.5% | ETF |
TLT iShares 20+ Year Treasury Bond ETF | $12,704,709 | $974,229 ▼ | -7.1% | 129,508 | 0.5% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $11,970,276 | $7,057,102 ▲ | 143.6% | 192,078 | 0.5% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $11,629,851 | $61,439 ▲ | 0.5% | 243,048 | 0.5% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $11,518,604 | $2,041,896 ▲ | 21.5% | 138,879 | 0.5% | ETF |
FANG Diamondback Energy | $11,468,910 | $1,692,278 ▲ | 17.3% | 66,525 | 0.4% | Oils/Energy |
V Visa | $10,502,356 | $1,389,059 ▲ | 15.2% | 38,197 | 0.4% | Business Services |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $10,467,187 | $2,590,612 ▲ | 32.9% | 198,769 | 0.4% | Manufacturing |
XOM Exxon Mobil | $10,271,580 | $971,162 ▲ | 10.4% | 87,627 | 0.4% | Oils/Energy |
SPYV SPDR Portfolio S&P 500 Value ETF | $9,957,865 | $2,291,479 ▲ | 29.9% | 188,382 | 0.4% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $9,823,683 | $2,610,495 ▲ | 36.2% | 78,202 | 0.4% | ETF |
XLI Industrial Select Sector SPDR Fund | $9,741,536 | $1,318,375 ▲ | 15.7% | 71,925 | 0.4% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $9,629,291 | $3,906,254 ▲ | 68.3% | 114,977 | 0.4% | ETF |
FNDF Schwab Fundamental International Large Company Index ETF | $9,345,041 | $212,822 ▲ | 2.3% | 250,068 | 0.4% | ETF |
IEF iShares 7-10 Year Treasury Bond ETF | $9,322,640 | $126,869 ▲ | 1.4% | 95,013 | 0.4% | ETF |
IWD iShares Russell 1000 Value ETF | $9,090,070 | $57,889 ▲ | 0.6% | 47,893 | 0.4% | ETF |
MRK Merck & Co., Inc. | $8,698,439 | $3,998,891 ▲ | 85.1% | 76,102 | 0.3% | Medical |
IUSB iShares Core Total USD Bond Market ETF | $8,670,935 | $401,557 ▼ | -4.4% | 184,018 | 0.3% | Manufacturing |
URI United Rentals | $8,626,541 | $766,786 ▲ | 9.8% | 10,654 | 0.3% | Construction |
VYM Vanguard High Dividend Yield ETF | $8,399,293 | $299,604 ▲ | 3.7% | 65,517 | 0.3% | ETF |
HD Home Depot | $8,336,479 | $1,074,577 ▲ | 14.8% | 20,574 | 0.3% | Retail/Wholesale |
ABBV AbbVie | $7,915,276 | $310,047 ▲ | 4.1% | 40,081 | 0.3% | Medical |
RSP Invesco S&P 500 Equal Weight ETF | $7,754,501 | $266,408 ▲ | 3.6% | 43,283 | 0.3% | ETF |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $7,701,767 | $7,701,767 ▲ | New Holding | 152,209 | 0.3% | ETF |
GOOG Alphabet | $7,583,554 | $953,984 ▲ | 14.4% | 45,359 | 0.3% | Computer and Technology |
DKNG DraftKings | $7,184,223 | $170,834 ▲ | 2.4% | 183,271 | 0.3% | Consumer Discretionary |
JNJ Johnson & Johnson | $7,066,244 | $800,894 ▲ | 12.8% | 43,603 | 0.3% | Medical |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $6,996,174 | $83,492 ▼ | -1.2% | 61,924 | 0.3% | Finance |
XLK Technology Select Sector SPDR Fund | $6,993,249 | $2,310,012 ▲ | 49.3% | 30,976 | 0.3% | ETF |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $6,933,829 | $2,369,758 ▲ | 51.9% | 137,494 | 0.3% | Manufacturing |
BND Vanguard Total Bond Market ETF | $6,920,917 | $344,904 ▼ | -4.7% | 92,144 | 0.3% | ETF |
TSLA Tesla | $6,735,597 | $690,696 ▲ | 11.4% | 25,745 | 0.3% | Auto/Tires/Trucks |
GLD SPDR Gold Shares | $6,687,362 | $767,346 ▲ | 13.0% | 27,513 | 0.3% | Finance |
VIG Vanguard Dividend Appreciation ETF | $6,501,327 | $3,508,732 ▲ | 117.2% | 32,687 | 0.3% | ETF |
NEE NextEra Energy | $6,462,647 | $664,320 ▲ | 11.5% | 76,454 | 0.3% | Utilities |
KO Coca-Cola | $6,348,188 | $266,075 ▲ | 4.4% | 87,752 | 0.2% | Consumer Staples |
IJR iShares Core S&P Small-Cap ETF | $6,333,083 | $3,268,356 ▲ | 106.6% | 54,147 | 0.2% | ETF |
PG Procter & Gamble | $6,300,521 | $397,842 ▲ | 6.7% | 36,377 | 0.2% | Consumer Staples |
ORCL Oracle | $6,276,449 | $614,115 ▲ | 10.8% | 36,834 | 0.2% | Computer and Technology |
XLE Energy Select Sector SPDR Fund | $6,155,938 | $416,261 ▲ | 7.3% | 70,113 | 0.2% | ETF |
HON Honeywell International | $6,132,677 | $672,015 ▲ | 12.3% | 29,668 | 0.2% | Multi-Sector Conglomerates |
SPGI S&P Global | $5,993,552 | $91,962 ▲ | 1.6% | 11,601 | 0.2% | Business Services |
LLY Eli Lilly and Company | $5,744,594 | $1,674,473 ▼ | -22.6% | 6,484 | 0.2% | Medical |
ABT Abbott Laboratories | $5,695,173 | $374,525 ▲ | 7.0% | 49,953 | 0.2% | Medical |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $5,614,715 | $2,946,799 ▲ | 110.5% | 166,559 | 0.2% | ETF |
SCHP Schwab U.S. TIPS ETF | $5,586,999 | $4,460,235 ▲ | 395.8% | 104,177 | 0.2% | ETF |
SHW Sherwin-Williams | $5,557,469 | $91,600 ▼ | -1.6% | 14,561 | 0.2% | Basic Materials |
IWO iShares Russell 2000 Growth ETF | $5,529,567 | $110,478 ▲ | 2.0% | 19,470 | 0.2% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $5,372,093 | $24,331 ▼ | -0.5% | 73,965 | 0.2% | Manufacturing |
MCD McDonald's | $5,331,036 | $187,273 ▼ | -3.4% | 17,507 | 0.2% | Retail/Wholesale |
AMD Advanced Micro Devices | $5,294,445 | $472,229 ▲ | 9.8% | 32,267 | 0.2% | Computer and Technology |
CRM Salesforce | $5,268,302 | $35,634 ▲ | 0.7% | 19,220 | 0.2% | Computer and Technology |
SCHG Schwab U.S. Large-Cap Growth ETF | $5,168,812 | $144,915 ▲ | 2.9% | 49,614 | 0.2% | ETF |
MS Morgan Stanley | $5,151,315 | $307,507 ▲ | 6.3% | 49,418 | 0.2% | Finance |
IWS iShares Russell Mid-Cap Value ETF | $5,124,272 | $89,797 ▲ | 1.8% | 38,747 | 0.2% | ETF |
MELI MercadoLibre | $5,023,553 | $574,589 ▲ | 12.9% | 2,448 | 0.2% | Retail/Wholesale |
SCHV Schwab U.S. Large-Cap Value ETF | $5,013,079 | $223,911 ▼ | -4.3% | 62,375 | 0.2% | ETF |
CYBR CyberArk Software | $4,920,919 | $365,971 ▲ | 8.0% | 16,875 | 0.2% | Computer and Technology |
TSM Taiwan Semiconductor Manufacturing | $4,873,963 | $558,319 ▲ | 12.9% | 27,970 | 0.2% | Computer and Technology |
ACN Accenture | $4,717,989 | $1,185,241 ▼ | -20.1% | 13,347 | 0.2% | Computer and Technology |
ADP Automatic Data Processing | $4,685,730 | $28,926 ▲ | 0.6% | 16,847 | 0.2% | Business Services |
MA Mastercard | $4,676,464 | $777,271 ▲ | 19.9% | 9,470 | 0.2% | Business Services |
SO Southern | $4,615,900 | $15,150 ▲ | 0.3% | 51,185 | 0.2% | Utilities |
BLK BlackRock | $4,585,249 | $16,142 ▼ | -0.4% | 4,829 | 0.2% | Finance |
MDY SPDR S&P MidCap 400 ETF Trust | $4,578,050 | $1,013,409 ▲ | 28.4% | 8,014 | 0.2% | ETF |
