VEA Vanguard FTSE Developed Markets ETF | $205,036,346 | $15,547,116 ▲ | 8.2% | 3,577,671 | 8.7% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $129,386,337 | $7,424,731 ▲ | 6.1% | 2,608,070 | 5.5% | ETF |
VTI Vanguard Total Stock Market ETF | $112,657,036 | $10,217,927 ▲ | 10.0% | 366,364 | 4.8% | ETF |
IEFA iShares Core MSCI EAFE ETF | $94,531,001 | $920,279 ▲ | 1.0% | 1,127,248 | 4.0% | ETF |
VOO Vanguard S&P 500 ETF | $89,068,996 | $3,729,611 ▼ | -4.0% | 155,278 | 3.8% | ETF |
VTC Vanguard Total Corporate Bond ETF | $76,964,612 | $253,659 ▲ | 0.3% | 1,002,796 | 3.3% | ETF |
NVDA NVIDIA | $69,981,960 | $2,401,668 ▲ | 3.6% | 429,653 | 3.0% | Computer and Technology |
GOVT iShares U.S. Treasury Bond ETF | $69,935,327 | $1,596,296 ▲ | 2.3% | 3,067,339 | 3.0% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $64,990,262 | $1,862,939 ▼ | -2.8% | 1,327,687 | 2.8% | ETF |
AAPL Apple | $53,549,564 | $1,498,461 ▼ | -2.7% | 253,621 | 2.3% | Computer and Technology |
MSFT Microsoft | $52,746,569 | $2,868,489 ▲ | 5.8% | 104,758 | 2.3% | Computer and Technology |
MUB iShares National Muni Bond ETF | $51,770,624 | $15,296,821 ▲ | 41.9% | 496,553 | 2.2% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $51,175,693 | $395,964 ▲ | 0.8% | 852,360 | 2.2% | ETF |
META Meta Platforms | $34,433,804 | $992,177 ▲ | 3.0% | 46,991 | 1.5% | Computer and Technology |
AMZN Amazon.com | $34,212,267 | $1,527,518 ▼ | -4.3% | 153,735 | 1.5% | Retail/Wholesale |
BNDX Vanguard Total International Bond ETF | $26,102,557 | $765,170 ▲ | 3.0% | 529,679 | 1.1% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $24,939,546 | $966,663 ▲ | 4.0% | 184,519 | 1.1% | ETF |
SCHF Schwab International Equity ETF | $21,573,595 | $1,310,158 ▲ | 6.5% | 970,909 | 0.9% | ETF |
AVGO Broadcom | $19,248,286 | $52,801 ▲ | 0.3% | 69,263 | 0.8% | Computer and Technology |
ORCL Oracle | $19,006,925 | $2,035,740 ▼ | -9.7% | 80,603 | 0.8% | Computer and Technology |
BRK.B Berkshire Hathaway | $18,290,639 | $475,082 ▼ | -2.5% | 38,192 | 0.8% | Finance |
GOOG Alphabet | $17,641,364 | $725,744 ▲ | 4.3% | 99,298 | 0.8% | Computer and Technology |
GOOGL Alphabet | $16,995,255 | $246,385 ▲ | 1.5% | 96,225 | 0.7% | Computer and Technology |
TSLA Tesla | $15,465,352 | $1,091,205 ▼ | -6.6% | 52,269 | 0.7% | Auto/Tires/Trucks |
USHY iShares Broad USD High Yield Corporate Bond ETF | $15,161,006 | $122,456 ▼ | -0.8% | 406,461 | 0.6% | ETF |
VO Vanguard Mid-Cap ETF | $15,071,889 | $706,889 ▲ | 4.9% | 53,197 | 0.6% | ETF |
VB Vanguard Small-Cap ETF | $13,792,060 | $361,975 ▲ | 2.7% | 56,620 | 0.6% | ETF |
NFLX Netflix | $13,130,193 | $413,539 ▲ | 3.3% | 10,192 | 0.6% | Consumer Discretionary |
JPM JPMorgan Chase & Co. | $12,472,211 | $438,327 ▲ | 3.6% | 44,047 | 0.5% | Finance |
WFC Wells Fargo & Company | $12,352,043 | $795,328 ▲ | 6.9% | 151,021 | 0.5% | Finance |
SCMB Schwab Municipal Bond ETF | $12,295,850 | $2,131,811 ▼ | -14.8% | 489,484 | 0.5% | ETF |
SCHB Schwab US Broad Market ETF | $12,270,337 | $394,685 ▲ | 3.3% | 509,143 | 0.5% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $12,245,736 | $508,576 ▲ | 4.3% | 136,549 | 0.5% | ETF |
QQQ Invesco QQQ | $11,821,117 | $1,037,428 ▲ | 9.6% | 21,251 | 0.5% | Finance |
VV Vanguard Large-Cap ETF | $11,640,737 | $861,978 ▼ | -6.9% | 40,433 | 0.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $11,612,232 | $1,620,021 ▲ | 16.2% | 18,608 | 0.5% | Finance |
LLY Eli Lilly and Company | $11,566,013 | $23,607 ▲ | 0.2% | 14,698 | 0.5% | Medical |
VYMI Vanguard International High Dividend Yield ETF | $10,510,562 | $144,569 ▲ | 1.4% | 129,920 | 0.4% | ETF |
V Visa | $9,749,552 | $667,929 ▲ | 7.4% | 27,252 | 0.4% | Business Services |
AVUS Avantis U.S. Equity ETF | $9,378,461 | $3,377 ▲ | 0.0% | 91,640 | 0.4% | ETF |
IVV iShares Core S&P 500 ETF | $9,178,173 | $340,466 ▲ | 3.9% | 14,638 | 0.4% | ETF |
AVDV Avantis International Small Cap Value ETF | $8,715,262 | $83,750 ▲ | 1.0% | 107,809 | 0.4% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $8,502,958 | $130,244 ▲ | 1.6% | 281,835 | 0.4% | ETF |
ABBV AbbVie | $7,624,039 | $524,396 ▲ | 7.4% | 39,996 | 0.3% | Medical |
XOM Exxon Mobil | $7,387,428 | $258,439 ▲ | 3.6% | 64,916 | 0.3% | Energy |
AVUV Avantis U.S. Small Cap Value ETF | $7,341,528 | $334,085 ▼ | -4.4% | 77,418 | 0.3% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $7,051,108 | $94,889 ▲ | 1.4% | 92,292 | 0.3% | ETF |
VANGUARD CALIF TAX FREE FDS
| $6,888,824 | $351,825 ▲ | 5.4% | 70,763 | 0.3% | TAX EXEMPT BD FD |
PM Philip Morris International | $6,672,653 | $1,559,284 ▲ | 30.5% | 37,491 | 0.3% | Consumer Staples |
SCHC Schwab International Small-Cap Equity ETF | $6,581,766 | $57,097 ▲ | 0.9% | 153,314 | 0.3% | ETF |
WMT Walmart | $6,465,527 | $314,147 ▲ | 5.1% | 66,786 | 0.3% | Retail/Wholesale |
IJH iShares Core S&P Mid-Cap ETF | $6,414,898 | $46,401 ▲ | 0.7% | 100,784 | 0.3% | ETF |
MA Mastercard | $6,385,306 | $294,993 ▲ | 4.8% | 11,299 | 0.3% | Business Services |
PALANTIR TECHNOLOGIES INC
| $6,193,521 | $256,489 ▲ | 4.3% | 43,272 | 0.3% | CL A |
VEU Vanguard FTSE All-World ex-US ETF | $6,169,862 | $539,828 ▲ | 9.6% | 91,446 | 0.3% | ETF |
GE VERNOVA INC
| $6,156,005 | $3,872,015 ▲ | 169.5% | 11,490 | 0.3% | COM |
COST Costco Wholesale | $6,018,893 | $302,467 ▲ | 5.3% | 6,129 | 0.3% | Retail/Wholesale |
VXUS Vanguard Total International Stock ETF | $5,617,167 | $228,955 ▲ | 4.2% | 80,962 | 0.2% | ETF |
VTV Vanguard Value ETF | $5,597,997 | $444,560 ▲ | 8.6% | 31,405 | 0.2% | ETF |
PG Procter & Gamble | $5,484,054 | $1,139,026 ▼ | -17.2% | 34,815 | 0.2% | Consumer Staples |
VUG Vanguard Growth ETF | $5,377,395 | $544,289 ▲ | 11.3% | 12,152 | 0.2% | ETF |
VT Vanguard Total World Stock ETF | $5,360,308 | $482,303 ▲ | 9.9% | 41,344 | 0.2% | ETF |
T AT&T | $5,334,792 | $1,871,547 ▲ | 54.0% | 189,850 | 0.2% | Computer and Technology |
AVDE Avantis International Equity ETF | $5,196,180 | $19,908 ▲ | 0.4% | 69,691 | 0.2% | ETF |
HD Home Depot | $5,100,102 | $109,460 ▲ | 2.2% | 13,745 | 0.2% | Retail/Wholesale |
GE GE Aerospace | $4,918,694 | $604,542 ▲ | 14.0% | 19,649 | 0.2% | Aerospace |
VGT Vanguard Information Technology ETF | $4,875,303 | $2,707 ▼ | -0.1% | 7,203 | 0.2% | ETF |
IJR iShares Core S&P Small-Cap ETF | $4,758,572 | $145,027 ▼ | -3.0% | 42,130 | 0.2% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $4,549,806 | $67,899 ▲ | 1.5% | 33,303 | 0.2% | ETF |
CRM Salesforce | $4,509,135 | $45,243 ▼ | -1.0% | 16,644 | 0.2% | Computer and Technology |
KO CocaCola | $4,410,212 | $699,520 ▲ | 18.9% | 63,475 | 0.2% | Consumer Staples |
JNJ Johnson & Johnson | $4,371,998 | $191,915 ▲ | 4.6% | 27,975 | 0.2% | Medical |
BRK.A Berkshire Hathaway | $4,317,468 | | 0.0% | 6 | 0.2% | Finance |
ABT Abbott Laboratories | $4,119,457 | $230,739 ▲ | 5.9% | 30,922 | 0.2% | Medical |
VGIT Vanguard Intermediate-Term Treasury ETF | $3,984,073 | $207,621 ▲ | 5.5% | 67,162 | 0.2% | ETF |
VIG Vanguard Dividend Appreciation ETF | $3,900,492 | $13,854 ▲ | 0.4% | 18,863 | 0.2% | ETF |
AXP American Express | $3,820,983 | $155,505 ▲ | 4.2% | 12,040 | 0.2% | Finance |
IBM International Business Machines | $3,790,722 | $322,639 ▲ | 9.3% | 13,065 | 0.2% | Computer and Technology |
VBR Vanguard Small-Cap Value ETF | $3,655,039 | $22,331 ▼ | -0.6% | 18,168 | 0.2% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $3,600,877 | $85 ▲ | 0.0% | 42,269 | 0.2% | Manufacturing |
AVEM Avantis Emerging Markets Equity ETF | $3,599,314 | $408,160 ▲ | 12.8% | 52,293 | 0.2% | ETF |
GS The Goldman Sachs Group | $3,580,489 | $71,053 ▲ | 2.0% | 5,140 | 0.2% | Finance |
ISRG Intuitive Surgical | $3,533,190 | $136,258 ▲ | 4.0% | 6,690 | 0.2% | Medical |
VYM Vanguard High Dividend Yield ETF | $3,424,423 | $16,329 ▲ | 0.5% | 25,375 | 0.1% | ETF |
VGK Vanguard FTSE Europe ETF | $3,386,378 | $123,938 ▼ | -3.5% | 43,034 | 0.1% | ETF |
XLK Technology Select Sector SPDR Fund | $3,368,465 | $131,232 ▼ | -3.7% | 13,065 | 0.1% | ETF |
UNH UnitedHealth Group | $3,340,753 | $323,201 ▼ | -8.8% | 11,029 | 0.1% | Medical |
INTU Intuit | $3,320,168 | $138,533 ▲ | 4.4% | 4,314 | 0.1% | Computer and Technology |
NEM Newmont | $3,249,577 | $2,567,314 ▲ | 376.3% | 55,312 | 0.1% | Basic Materials |
VOT Vanguard Mid-Cap Growth ETF | $3,243,465 | $169,516 ▲ | 5.5% | 11,308 | 0.1% | ETF |
CSCO Cisco Systems | $3,137,749 | $205,872 ▲ | 7.0% | 45,297 | 0.1% | Computer and Technology |
IWV iShares Russell 3000 ETF | $3,132,969 | $6,038 ▲ | 0.2% | 8,821 | 0.1% | ETF |
BAC Bank of America | $3,109,513 | $66,466 ▲ | 2.2% | 66,386 | 0.1% | Finance |
CEG Constellation Energy | $3,096,591 | $131,284 ▲ | 4.4% | 9,765 | 0.1% | Energy |
VNQ Vanguard Real Estate ETF | $3,058,410 | $10,257 ▲ | 0.3% | 34,291 | 0.1% | ETF |
CAT Caterpillar | $3,045,839 | $170,934 ▲ | 5.9% | 7,573 | 0.1% | Industrials |
BKNG Booking | $3,010,060 | $181,397 ▲ | 6.4% | 531 | 0.1% | Retail/Wholesale |
VONG Vanguard Russell 1000 Growth ETF | $2,995,342 | $30,457 ▲ | 1.0% | 27,144 | 0.1% | ETF |
VOE Vanguard Mid-Cap Value ETF | $2,977,798 | $93,646 ▼ | -3.0% | 17,839 | 0.1% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $2,953,043 | $1,138,999 ▲ | 62.8% | 37,324 | 0.1% | ETF |
