IVV iShares Core S&P 500 ETF | $143,505,346 | $1,701,284 ▼ | -1.2% | 243,775 | 18.5% | ETF |
LRGF iShares U.S. Equity Factor ETF | $92,931,992 | $845,443 ▲ | 0.9% | 1,539,884 | 12.0% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $83,146,322 | $768,762 ▼ | -0.9% | 646,449 | 10.7% | ETF |
DUHP Dimensional US High Profitability ETF | $40,739,335 | $219,838 ▼ | -0.5% | 1,205,662 | 5.3% | ETF |
SMLF iShares U.S. Small Cap Equity Factor ETF | $38,344,967 | $572,332 ▲ | 1.5% | 568,074 | 4.9% | ETF |
DFCF Dimensional Core Fixed Income ETF | $36,577,593 | $1,865,816 ▲ | 5.4% | 886,300 | 4.7% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $32,119,059 | $490,409 ▲ | 1.6% | 1,242,757 | 4.1% | ETF |
IWF iShares Russell 1000 Growth ETF | $30,952,305 | $261,028 ▼ | -0.8% | 77,076 | 4.0% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $21,561,347 | $871,658 ▼ | -3.9% | 325,996 | 2.8% | Manufacturing |
MEAR iShares Short Maturity Municipal Bond Active ETF | $17,364,035 | $497,752 ▲ | 3.0% | 347,628 | 2.2% | ETF |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $14,436,791 | $2,014,538 ▲ | 16.2% | 281,693 | 1.9% | ETF |
IEFA iShares Core MSCI EAFE ETF | $14,362,620 | $1,143,947 ▼ | -7.4% | 204,363 | 1.9% | ETF |
VGSH Vanguard Short-Term Treasury Index ETF | $11,039,308 | $150,570 ▲ | 1.4% | 189,744 | 1.4% | ETF |
SPY SPDR S&P 500 ETF Trust | $10,638,336 | $12,894 ▼ | -0.1% | 18,152 | 1.4% | Finance |
QUAL iShares MSCI USA Quality Factor ETF | $10,511,525 | $404,241 ▼ | -3.7% | 59,027 | 1.4% | ETF |
IWR iShares Russell Mid-Cap ETF | $9,063,998 | $219,674 ▼ | -2.4% | 102,534 | 1.2% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $8,061,234 | $1,242,416 ▲ | 18.2% | 145,378 | 1.0% | Manufacturing |
IJH iShares Core S&P Mid-Cap ETF | $7,988,764 | $141,194 ▼ | -1.7% | 128,210 | 1.0% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $7,788,802 | $241,424 ▼ | -3.0% | 62,330 | 1.0% | ETF |
AAPL Apple | $7,008,226 | $192,572 ▲ | 2.8% | 27,986 | 0.9% | Computer and Technology |
EMGF iShares Emerging Markets Equity Factor ETF | $6,885,069 | $2,063,703 ▼ | -23.1% | 152,234 | 0.9% | ETF |
PWV Invesco Large Cap Value ETF | $6,803,650 | $244,338 ▼ | -3.5% | 119,623 | 0.9% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $6,699,981 | $374,236 ▼ | -5.3% | 147,772 | 0.9% | ETF |
IWD iShares Russell 1000 Value ETF | $5,764,429 | $144,587 ▼ | -2.4% | 31,137 | 0.7% | ETF |
MSFT Microsoft | $5,483,258 | $238,989 ▲ | 4.6% | 13,009 | 0.7% | Computer and Technology |
XMMO Invesco S&P MidCap Momentum ETF | $4,551,509 | $39,159 ▼ | -0.9% | 36,845 | 0.6% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $4,056,343 | $19,574 ▲ | 0.5% | 41,861 | 0.5% | Finance |
GOVT iShares U.S. Treasury Bond ETF | $3,992,605 | $109,293 ▼ | -2.7% | 173,743 | 0.5% | ETF |
JPM JPMorgan Chase & Co. | $3,641,567 | $54,413 ▲ | 1.5% | 15,192 | 0.5% | Finance |
MUB iShares National Muni Bond ETF | $3,289,263 | $114,327 ▲ | 3.6% | 30,871 | 0.4% | ETF |
PG Procter & Gamble | $3,069,316 | $64,210 ▲ | 2.1% | 18,308 | 0.4% | Consumer Staples |
NVDA NVIDIA | $2,855,546 | $56,805 ▲ | 2.0% | 21,264 | 0.4% | Computer and Technology |
AMZN Amazon.com | $2,626,976 | $8,117 ▼ | -0.3% | 11,974 | 0.3% | Retail/Wholesale |
PWB Invesco Large Cap Growth ETF | $2,603,634 | $40,796 ▼ | -1.5% | 25,592 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $2,573,894 | $44,936 ▼ | -1.7% | 22,339 | 0.3% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $2,439,508 | $1,895 ▲ | 0.1% | 18,021 | 0.3% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $2,437,174 | $455 ▲ | 0.0% | 26,803 | 0.3% | ETF |
BAC Bank of America | $2,291,690 | | 0.0% | 52,143 | 0.3% | Finance |
HCA HCA Healthcare | $2,041,620 | $12,606 ▼ | -0.6% | 6,802 | 0.3% | Medical |
FNF Fidelity National Financial | $1,901,788 | | 0.0% | 33,876 | 0.2% | Finance |
COST Costco Wholesale | $1,841,806 | $61,394 ▲ | 3.4% | 2,010 | 0.2% | Retail/Wholesale |
IJS iShares S&P Small-Cap 600 Value ETF | $1,806,605 | $16,074 ▲ | 0.9% | 16,634 | 0.2% | ETF |
CINF Cincinnati Financial | $1,645,365 | | 0.0% | 11,450 | 0.2% | Finance |
GOOGL Alphabet | $1,627,098 | $91,436 ▲ | 6.0% | 8,595 | 0.2% | Computer and Technology |
IUSG iShares Core S&P U.S. Growth ETF | $1,525,078 | $5,574 ▲ | 0.4% | 10,944 | 0.2% | Manufacturing |
CTAS Cintas | $1,503,475 | $120,220 ▼ | -7.4% | 8,229 | 0.2% | Business Services |
MDY SPDR S&P MidCap 400 ETF Trust | $1,426,282 | $12,531 ▼ | -0.9% | 2,504 | 0.2% | ETF |
WMT Walmart | $1,340,852 | $163,078 ▲ | 13.8% | 14,841 | 0.2% | Retail/Wholesale |
IBM International Business Machines | $1,273,251 | $56,056 ▲ | 4.6% | 5,792 | 0.2% | Computer and Technology |
QQQ Invesco QQQ | $1,273,168 | $511 ▲ | 0.0% | 2,490 | 0.2% | Finance |
HD Home Depot | $1,266,701 | $732,555 ▲ | 137.1% | 3,256 | 0.2% | Retail/Wholesale |
BRK.B Berkshire Hathaway | $1,263,745 | $11,332 ▲ | 0.9% | 2,788 | 0.2% | Finance |
META Meta Platforms | $1,260,276 | $14,055 ▲ | 1.1% | 2,152 | 0.2% | Computer and Technology |
SCHB Schwab US Broad Market ETF | $1,249,145 | $832,756 ▲ | 200.0% | 55,028 | 0.2% | ETF |
ONEQ Fidelity NASDAQ Composite Index ETF | $1,154,866 | $1,445 ▲ | 0.1% | 15,184 | 0.1% | ETF |
TSLA Tesla | $1,108,790 | $115,482 ▲ | 11.6% | 2,746 | 0.1% | Auto/Tires/Trucks |
ABBV AbbVie | $1,100,935 | $23,280 ▼ | -2.1% | 6,195 | 0.1% | Medical |
IVW iShares S&P 500 Growth ETF | $1,092,057 | | 0.0% | 10,756 | 0.1% | ETF |
IRM Iron Mountain | $958,499 | $4,625 ▲ | 0.5% | 9,119 | 0.1% | Business Services |
CAT Caterpillar | $958,049 | $235,068 ▲ | 32.5% | 2,641 | 0.1% | Industrial Products |
BINC iShares Flexible Income Active ETF | $943,937 | $132,024 ▲ | 16.3% | 18,146 | 0.1% | ETF |
CSX CSX | $933,032 | $355 ▲ | 0.0% | 28,913 | 0.1% | Transportation |
MAR Marriott International | $898,745 | | 0.0% | 3,222 | 0.1% | Consumer Discretionary |
XOM Exxon Mobil | $897,416 | $44,102 ▲ | 5.2% | 8,343 | 0.1% | Oils/Energy |
IWN iShares Russell 2000 Value ETF | $895,498 | $58,277 ▼ | -6.1% | 5,455 | 0.1% | ETF |
KO Coca-Cola | $860,729 | $996 ▲ | 0.1% | 13,825 | 0.1% | Consumer Staples |
AVGO Broadcom | $815,337 | $82,531 ▲ | 11.3% | 3,517 | 0.1% | Computer and Technology |
BX Blackstone | $813,707 | $22,933 ▲ | 2.9% | 4,719 | 0.1% | Finance |
GOOG Alphabet | $781,807 | $21,140 ▲ | 2.8% | 4,105 | 0.1% | Computer and Technology |
JNJ Johnson & Johnson | $762,551 | $147,362 ▼ | -16.2% | 5,273 | 0.1% | Medical |
VUG Vanguard Growth ETF | $752,302 | | 0.0% | 1,833 | 0.1% | ETF |
NOBL ProShares S&P 500 Aristocrats ETF | $740,552 | | 0.0% | 7,439 | 0.1% | ETF |
VTI Vanguard Total Stock Market ETF | $739,086 | $24,057 ▲ | 3.4% | 2,550 | 0.1% | ETF |
EFA iShares MSCI EAFE ETF | $732,323 | $31,452 ▼ | -4.1% | 9,686 | 0.1% | Finance |
UNH UnitedHealth Group | $715,888 | $46,039 ▲ | 6.9% | 1,415 | 0.1% | Medical |
ISRG Intuitive Surgical | $694,207 | $522 ▲ | 0.1% | 1,330 | 0.1% | Medical |
NUE Nucor | $646,931 | $1,634 ▲ | 0.3% | 5,543 | 0.1% | Basic Materials |
XMHQ Invesco S&P MidCap Quality ETF | $638,752 | $689 ▲ | 0.1% | 6,487 | 0.1% | ETF |
USB U.S. Bancorp | $584,124 | $47,828 ▼ | -7.6% | 12,213 | 0.1% | Finance |
IWM iShares Russell 2000 ETF | $580,714 | $221 ▲ | 0.0% | 2,628 | 0.1% | Finance |
ILCV iShares Morningstar Value ETF | $569,279 | | 0.0% | 7,030 | 0.1% | ETF |
CVX Chevron | $568,412 | $13,037 ▲ | 2.3% | 3,924 | 0.1% | Oils/Energy |
ADP Automatic Data Processing | $559,114 | | 0.0% | 1,910 | 0.1% | Business Services |
VTV Vanguard Value ETF | $558,299 | $6,941 ▼ | -1.2% | 3,298 | 0.1% | ETF |
ICE Intercontinental Exchange | $546,420 | | 0.0% | 3,667 | 0.1% | Finance |
NEE NextEra Energy | $524,255 | $502 ▼ | -0.1% | 7,313 | 0.1% | Utilities |
XLK Technology Select Sector SPDR Fund | $514,673 | | 0.0% | 2,213 | 0.1% | ETF |
VOO Vanguard S&P 500 ETF | $513,113 | | 0.0% | 952 | 0.1% | ETF |
MCD McDonald's | $512,159 | $76,520 ▲ | 17.6% | 1,767 | 0.1% | Retail/Wholesale |
IWB iShares Russell 1000 ETF | $489,880 | | 0.0% | 1,521 | 0.1% | ETF |
SDY SPDR S&P Dividend ETF | $486,997 | | 0.0% | 3,687 | 0.1% | ETF |
VB Vanguard Small-Cap ETF | $472,721 | | 0.0% | 1,967 | 0.1% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $460,087 | $127 ▲ | 0.0% | 3,630 | 0.1% | ETF |
VXUS Vanguard Total International Stock ETF | $439,146 | | 0.0% | 7,452 | 0.1% | ETF |
NFE New Fortress Energy | $431,318 | | 0.0% | 28,526 | 0.1% | Oils/Energy |
DFAU Dimensional US Core Equity Market ETF | $426,973 | $1,174 ▲ | 0.3% | 10,545 | 0.1% | ETF |
V Visa | $418,462 | $69,849 ▲ | 20.0% | 1,324 | 0.1% | Business Services |
EQWL Invesco S&P 100 Equal Weight ETF | $413,993 | $1,125 ▲ | 0.3% | 4,048 | 0.1% | ETF |
BBCA JPMorgan BetaBuilders Canada ETF | $390,010 | | 0.0% | 5,525 | 0.1% | ETF |
FITB Fifth Third Bancorp | $388,426 | | 0.0% | 9,187 | 0.1% | Finance |
