VTI Vanguard Total Stock Market ETF | $154,036,913 | $13,365,458 ▲ | 9.5% | 531,510 | 5.3% | ETF |
BND Vanguard Total Bond Market ETF | $138,896,322 | $19,743,753 ▲ | 16.6% | 1,931,530 | 4.8% | ETF |
BBUS JP Morgan BetaBuilders U.S. Equity ETF | $128,083,654 | $11,326,132 ▲ | 9.7% | 1,209,249 | 4.4% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $126,029,322 | $5,914,717 ▲ | 4.9% | 3,643,519 | 4.3% | ETF |
VXUS Vanguard Total International Stock ETF | $95,891,426 | $10,541,339 ▲ | 12.4% | 1,627,209 | 3.3% | ETF |
DIMENSIONAL ETF TRUST
| $64,846,753 | $3,611,463 ▲ | 5.9% | 1,232,828 | 2.2% | GLOBAL CR ETF |
JCPB JPMorgan Core Plus Bond ETF | $51,686,624 | $7,817,849 ▲ | 17.8% | 1,121,915 | 1.8% | ETF |
BNDX Vanguard Total International Bond ETF | $45,010,291 | $5,455,488 ▲ | 13.8% | 917,641 | 1.5% | ETF |
BBIN JPMorgan BetaBuilders International Equity ETF | $42,741,463 | $6,381,896 ▲ | 17.6% | 748,537 | 1.5% | ETF |
J P MORGAN EXCHANGE TRADED F
| $37,032,732 | $3,375,929 ▲ | 10.0% | 616,801 | 1.3% | GLOBAL SEL EQUIT |
DGRO iShares Core Dividend Growth ETF | $36,083,255 | $1,677,894 ▼ | -4.4% | 588,250 | 1.2% | ETF |
JAVA JPMorgan Active Value ETF | $35,441,987 | $6,722,460 ▲ | 23.4% | 559,905 | 1.2% | ETF |
DIMENSIONAL ETF TRUST
| $32,899,196 | $2,016,521 ▲ | 6.5% | 622,737 | 1.1% | GLOBAL CORE PLUS |
DFSV Dimensional US Small Cap Value ETF | $31,924,154 | $2,231,950 ▲ | 7.5% | 1,037,172 | 1.1% | ETF |
DUHP Dimensional US High Profitability ETF | $31,441,595 | $1,888,557 ▲ | 6.4% | 930,500 | 1.1% | ETF |
IGRO iShares International Dividend Growth ETF | $31,402,753 | $592,611 ▼ | -1.9% | 462,077 | 1.1% | ETF |
TLH iShares 10-20 Year Treasury Bond ETF | $29,425,816 | $7,036,284 ▲ | 31.4% | 295,618 | 1.0% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $26,615,709 | $288,017 ▲ | 1.1% | 1,029,820 | 0.9% | ETF |
TSLA Tesla | $26,431,895 | $2,383,244 ▼ | -8.3% | 79,953 | 0.9% | Auto/Tires/Trucks |
JPIE JPMorgan Income ETF | $24,695,338 | $906,561 ▼ | -3.5% | 541,327 | 0.9% | ETF |
CGMU Capital Group Municipal Income ETF | $23,492,680 | $3,649,167 ▲ | 18.4% | 872,685 | 0.8% | ETF |
JGRO JPMorgan Active Growth ETF | $23,096,710 | $377,762 ▲ | 1.7% | 285,039 | 0.8% | ETF |
BBHY JPMorgan BetaBuilders USD High Yield Corporate Bond ETF | $22,994,289 | $1,305,308 ▼ | -5.4% | 499,008 | 0.8% | ETF |
CGDV Capital Group Dividend Value ETF | $21,721,817 | $2,444,576 ▲ | 12.7% | 616,047 | 0.7% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $21,306,390 | $31,707,230 ▼ | -59.8% | 309,057 | 0.7% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $21,189,220 | $3,267,371 ▲ | 18.2% | 218,671 | 0.7% | Finance |
ROKU Roku | $21,174,332 | $3,689,062 ▲ | 21.1% | 293,715 | 0.7% | Consumer Discretionary |
FXL First Trust Technology AlphaDEX Fund | $20,080,692 | $202,622 ▲ | 1.0% | 135,178 | 0.7% | ETF |
MSFT Microsoft | $19,980,825 | $2,868,735 ▲ | 16.8% | 47,404 | 0.7% | Computer and Technology |
QLTA iShares Aaa - A Rated Corporate Bond ETF | $18,909,383 | $3,580,839 ▲ | 23.4% | 404,133 | 0.7% | ETF |
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF | $18,447,731 | $1,782,699 ▲ | 10.7% | 493,123 | 0.6% | ETF |
AMZN Amazon.com | $18,399,362 | $1,592,113 ▲ | 9.5% | 83,866 | 0.6% | Retail/Wholesale |
FTCS First Trust Capital Strength ETF | $18,100,580 | $146,484 ▲ | 0.8% | 206,110 | 0.6% | ETF |
JIRE JPMorgan International Research Enhanced Equity ETF | $17,219,727 | $2,184,705 ▲ | 14.5% | 294,304 | 0.6% | ETF |
SHOP Shopify | $17,004,936 | $4,369,229 ▲ | 34.6% | 168,651 | 0.6% | Computer and Technology |
PALANTIR TECHNOLOGIES INC
| $16,773,273 | $390,462 ▼ | -2.3% | 281,887 | 0.6% | CL A |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | $16,403,959 | $6,667,305 ▼ | -28.9% | 379,370 | 0.6% | ETF |
COIN Coinbase Global | $16,375,568 | $5,256,726 ▲ | 47.3% | 64,811 | 0.6% | Finance |
AAPL Apple | $15,365,021 | $920,544 ▲ | 6.4% | 61,357 | 0.5% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $14,916,563 | $5,219,826 ▼ | -25.9% | 25,339 | 0.5% | ETF |
HOOD Robinhood Markets | $14,757,602 | $2,816,571 ▲ | 23.6% | 451,577 | 0.5% | Finance |
META Meta Platforms | $14,736,155 | $2,626,712 ▲ | 21.7% | 25,627 | 0.5% | Computer and Technology |
NVDA NVIDIA | $14,514,690 | $1,220,827 ▲ | 9.2% | 108,085 | 0.5% | Computer and Technology |
MGK Vanguard Mega Cap Growth ETF | $13,991,897 | $13,991,897 ▲ | New Holding | 40,744 | 0.5% | ETF |
RBLX Roblox | $13,646,277 | $1,113,567 ▲ | 8.9% | 254,466 | 0.5% | Consumer Discretionary |
CGUS Capital Group Core Equity ETF | $13,280,417 | $931,706 ▲ | 7.5% | 379,766 | 0.5% | ETF |
VYM Vanguard High Dividend Yield ETF | $12,972,458 | $5,061,495 ▲ | 64.0% | 101,673 | 0.4% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $12,397,322 | $938 ▲ | 0.0% | 264,448 | 0.4% | ETF |
EDOW First Trust Dow 30 Equal Weight ETF | $12,376,303 | $117,479 ▲ | 1.0% | 341,227 | 0.4% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $12,317,706 | $1,075,001 ▲ | 9.6% | 235,881 | 0.4% | ETF |
SQ Block | $11,769,044 | $1,093,308 ▲ | 10.2% | 138,799 | 0.4% | Business Services |
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | $11,754,767 | $9,534,744 ▲ | 429.5% | 122,153 | 0.4% | ETF |
BBJP JPMorgan BetaBuilders Japan ETF | $11,535,737 | $277,579 ▲ | 2.5% | 210,161 | 0.4% | ETF |
TLT iShares 20+ Year Treasury Bond ETF | $11,520,486 | $2,079,415 ▲ | 22.0% | 131,919 | 0.4% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $11,062,420 | $1,054,305 ▲ | 10.5% | 422,391 | 0.4% | ETF |
FBND Fidelity Total Bond ETF | $10,987,182 | $1,381,233 ▼ | -11.2% | 244,867 | 0.4% | ETF |
CRSP CRISPR Therapeutics | $10,847,656 | $3,108,798 ▲ | 40.2% | 244,034 | 0.4% | Medical |
DFCF Dimensional Core Fixed Income ETF | $9,712,771 | $240,728 ▲ | 2.5% | 235,347 | 0.3% | ETF |
NULG Nuveen ESG Large-Cap Growth ETF | $9,711,766 | $407,654 ▲ | 4.4% | 113,138 | 0.3% | ETF |
DIMENSIONAL ETF TRUST
| $9,711,586 | $121,330 ▲ | 1.3% | 185,619 | 0.3% | GLOBAL EX US COR |
AVGO Broadcom | $9,479,706 | $199,151 ▼ | -2.1% | 40,889 | 0.3% | Computer and Technology |
FTA First Trust Large Cap Value AlphaDEX Fund | $9,459,020 | $87,623 ▲ | 0.9% | 123,712 | 0.3% | Manufacturing |
TER Teradyne | $9,437,118 | $231,288 ▲ | 2.5% | 75,770 | 0.3% | Computer and Technology |
LLY Eli Lilly and Company | $9,349,693 | $1,028,304 ▲ | 12.4% | 12,111 | 0.3% | Medical |
V Visa | $9,131,343 | $977,196 ▲ | 12.0% | 28,893 | 0.3% | Business Services |
CAPITAL GROUP DIVIDEND GROWE
| $9,102,266 | $1,205,251 ▲ | 15.3% | 307,094 | 0.3% | SHS ETF |
FSIG First Trust Limited Duration Investment Grade Corporate ETF | $8,830,632 | $2,342,352 ▲ | 36.1% | 467,972 | 0.3% | ETF |
DISV Dimensional International Small Cap Value ETF | $8,816,936 | $144,381 ▲ | 1.7% | 331,838 | 0.3% | ETF |
DIHP Dimensional International High Profitability ETF | $8,752,363 | $152,692 ▲ | 1.8% | 346,903 | 0.3% | ETF |
PHYL PGIM Active High Yield Bond ETF | $8,577,237 | $895,979 ▲ | 11.7% | 246,898 | 0.3% | ETF |
BINC iShares Flexible Income Active ETF | $8,332,147 | $193,098 ▲ | 2.4% | 160,172 | 0.3% | ETF |
TTD Trade Desk | $8,315,487 | $1,591,180 ▲ | 23.7% | 74,486 | 0.3% | Computer and Technology |
FEZ SPDR EURO STOXX 50 ETF | $8,247,036 | $8,247,036 ▲ | New Holding | 171,278 | 0.3% | ETF |
LMBS First Trust Low Duration Opportunities ETF | $8,210,532 | $1,685,345 ▲ | 25.8% | 168,698 | 0.3% | Manufacturing |
VIG Vanguard Dividend Appreciation ETF | $8,174,923 | $761,583 ▲ | 10.3% | 41,745 | 0.3% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $8,105,893 | $5,042,547 ▲ | 164.6% | 211,256 | 0.3% | ETF |
EEMA iShares MSCI Emerging Markets Asia ETF | $8,073,164 | $8,073,164 ▲ | New Holding | 112,675 | 0.3% | Manufacturing |
NULV Nuveen ESG Large-Cap Value ETF | $8,028,370 | $324,960 ▲ | 4.2% | 203,921 | 0.3% | ETF |
NOW ServiceNow | $8,025,108 | $704,980 ▼ | -8.1% | 7,570 | 0.3% | Computer and Technology |
NUBD Nuveen ESG U.S. Aggregate Bond ETF | $8,000,230 | $737,928 ▲ | 10.2% | 367,320 | 0.3% | ETF |
LII Lennox International | $7,825,849 | $273,576 ▲ | 3.6% | 12,844 | 0.3% | Construction |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $7,799,681 | $4,360,488 ▼ | -35.9% | 279,759 | 0.3% | ETF |
NUDM NuShares ESG International Developed Markets Equity ETF | $7,051,926 | $923,654 ▲ | 15.1% | 234,595 | 0.2% | ETF |
IBKR Interactive Brokers Group | $6,944,721 | $281,965 ▲ | 4.2% | 39,309 | 0.2% | Finance |
MDY SPDR S&P MidCap 400 ETF Trust | $6,906,158 | $6,906,158 ▲ | New Holding | 12,125 | 0.2% | ETF |
LPLA LPL Financial | $6,832,222 | $188,396 ▲ | 2.8% | 20,925 | 0.2% | Finance |
AZPN Aspen Technology | $6,812,902 | $160,512 ▲ | 2.4% | 27,292 | 0.2% | Computer and Technology |
FXH First Trust Health Care AlphaDEX Fund | $6,735,441 | $54,668 ▲ | 0.8% | 64,683 | 0.2% | ETF |
ARK 21SHARES BITCOIN ETF
| $6,575,232 | $6,280,310 ▲ | 2,129.5% | 92,635 | 0.2% | SHS BEN INT |
FXD First Trust Consumer Discretionary AlphaDEX Fund | $6,469,851 | $57,715 ▲ | 0.9% | 100,106 | 0.2% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $6,375,036 | $19,765 ▼ | -0.3% | 59,669 | 0.2% | Finance |
RXRX Recursion Pharmaceuticals | $6,358,394 | $844,278 ▲ | 15.3% | 845,154 | 0.2% | Medical |
NFLX Netflix | $6,351,546 | $398,420 ▲ | 6.7% | 7,126 | 0.2% | Consumer Discretionary |
FXO First Trust Financial AlphaDEX Fund | $6,240,756 | $66,472 ▲ | 1.1% | 115,292 | 0.2% | ETF |
QTEC First Trust NASDAQ 100 Technology Index Fund | $6,224,913 | $122,947 ▲ | 2.0% | 33,062 | 0.2% | Manufacturing |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $6,168,068 | $246,285 ▲ | 4.2% | 69,273 | 0.2% | ETF |
ETN Eaton | $6,148,892 | $253,881 ▼ | -4.0% | 18,528 | 0.2% | Industrial Products |
APD Air Products and Chemicals | $6,067,915 | $14,792 ▼ | -0.2% | 20,921 | 0.2% | Basic Materials |
FYX First Trust Small Cap Core AlphaDEX Fund | $5,918,478 | $35,169 ▲ | 0.6% | 58,564 | 0.2% | Manufacturing |
GOOGL Alphabet | $5,795,609 | $1,072,385 ▲ | 22.7% | 30,616 | 0.2% | Computer and Technology |
