VTI Vanguard Total Stock Market ETF | $134,291,564 | $1,843,656 ▼ | -1.4% | 474,260 | 8.5% | ETF |
VOO Vanguard S&P 500 ETF | $133,341,782 | $6,561,581 ▲ | 5.2% | 252,699 | 8.4% | ETF |
DFUS Dimensional U.S. Equity ETF | $130,248,381 | $13,558,103 ▲ | 11.6% | 2,094,026 | 8.2% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $85,201,716 | $9,166,062 ▲ | 12.1% | 2,484,739 | 5.4% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $83,885,152 | $2,487,653 ▼ | -2.9% | 667,769 | 5.3% | ETF |
VXUS Vanguard Total International Stock ETF | $76,403,493 | $5,425,795 ▲ | 7.6% | 1,180,159 | 4.8% | ETF |
VT Vanguard Total World Stock ETF | $65,119,769 | $1,843,858 ▲ | 2.9% | 544,025 | 4.1% | ETF |
VBR Vanguard Small-Cap Value ETF | $48,778,202 | $8,031 ▼ | 0.0% | 242,944 | 3.1% | ETF |
DFAI Dimensional International Core Equity Market ETF | $47,225,669 | $721,915 ▲ | 1.6% | 1,486,018 | 3.0% | ETF |
AAPL Apple | $46,522,125 | $396,335 ▲ | 0.9% | 199,665 | 2.9% | Computer and Technology |
VYM Vanguard High Dividend Yield ETF | $35,180,451 | $2,555,149 ▲ | 7.8% | 274,419 | 2.2% | ETF |
BND Vanguard Total Bond Market ETF | $31,829,156 | $8,218,616 ▲ | 34.8% | 423,767 | 2.0% | ETF |
SYK Stryker | $26,771,016 | $429,536 ▲ | 1.6% | 74,105 | 1.7% | Medical |
MSFT Microsoft | $25,285,347 | $468,167 ▲ | 1.9% | 58,762 | 1.6% | Computer and Technology |
IAU iShares Gold Trust | $23,884,586 | $603,807 ▼ | -2.5% | 480,574 | 1.5% | Finance |
BKLC BNY Mellon US Large Cap Core Equity ETF | $21,612,853 | $154,589 ▼ | -0.7% | 197,270 | 1.4% | ETF |
VOOV Vanguard S&P 500 Value ETF | $19,648,321 | $5,169,647 ▲ | 35.7% | 103,022 | 1.2% | ETF |
DFSV Dimensional US Small Cap Value ETF | $18,139,497 | $1,565,163 ▲ | 9.4% | 588,945 | 1.1% | ETF |
IWN iShares Russell 2000 Value ETF | $17,523,956 | $300,944 ▼ | -1.7% | 105,047 | 1.1% | ETF |
DFAU Dimensional US Core Equity Market ETF | $16,375,022 | $38,341 ▲ | 0.2% | 412,573 | 1.0% | ETF |
VO Vanguard Mid-Cap ETF | $15,329,368 | $305,780 ▲ | 2.0% | 58,103 | 1.0% | ETF |
AVUS Avantis U.S. Equity ETF | $13,697,934 | $461,003 ▼ | -3.3% | 143,961 | 0.9% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $12,471,493 | $1,873,411 ▲ | 17.7% | 178,011 | 0.8% | ETF |
IVV iShares Core S&P 500 ETF | $12,208,743 | $741,200 ▼ | -5.7% | 21,166 | 0.8% | ETF |
AVDE Avantis International Equity ETF | $11,462,492 | $12,736 ▲ | 0.1% | 171,005 | 0.7% | ETF |
BRK.B Berkshire Hathaway | $10,907,704 | $276,616 ▼ | -2.5% | 23,699 | 0.7% | Finance |
VTV Vanguard Value ETF | $10,087,569 | $34,740 ▲ | 0.3% | 57,785 | 0.6% | ETF |
SCHB Schwab US Broad Market ETF | $9,938,771 | $234,615 ▼ | -2.3% | 149,411 | 0.6% | ETF |
ISHARES BITCOIN TR
| $9,908,397 | $742,833 ▲ | 8.1% | 274,243 | 0.6% | SHS |
VWO Vanguard FTSE Emerging Markets ETF | $9,521,585 | $524,149 ▼ | -5.2% | 198,988 | 0.6% | ETF |
AMZN Amazon.com | $9,519,724 | $1,085,924 ▲ | 12.9% | 51,091 | 0.6% | Retail/Wholesale |
SPY SPDR S&P 500 ETF Trust | $9,502,374 | $72,866 ▲ | 0.8% | 16,562 | 0.6% | Finance |
NVDA NVIDIA | $8,920,187 | $362,744 ▼ | -3.9% | 73,453 | 0.6% | Computer and Technology |
SCHF Schwab International Equity ETF | $8,539,818 | $17,270 ▲ | 0.2% | 207,680 | 0.5% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $8,013,639 | $881,403 ▲ | 12.4% | 151,744 | 0.5% | ETF |
GOOGL Alphabet | $7,924,903 | $616,459 ▲ | 8.4% | 47,784 | 0.5% | Computer and Technology |
META Meta Platforms | $6,352,940 | $218,100 ▲ | 3.6% | 11,098 | 0.4% | Computer and Technology |
DFAS Dimensional U.S. Small Cap ETF | $6,237,287 | $205,218 ▼ | -3.2% | 96,165 | 0.4% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $5,891,093 | $45,874 ▼ | -0.8% | 55,477 | 0.4% | ETF |
VNQ Vanguard Real Estate ETF | $5,427,527 | $332,492 ▼ | -5.8% | 55,713 | 0.3% | ETF |
GLDM SPDR Gold MiniShares Trust | $5,371,064 | $210,345 ▼ | -3.8% | 103,032 | 0.3% | Finance |
SPAB SPDR Portfolio Aggregate Bond ETF | $5,283,344 | $755,421 ▲ | 16.7% | 202,117 | 0.3% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $5,099,858 | $1,493,918 ▲ | 41.4% | 93,267 | 0.3% | ETF |
MGC Vanguard Mega Cap ETF | $5,090,475 | $20,457 ▼ | -0.4% | 24,635 | 0.3% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $4,962,377 | $517,113 ▲ | 11.6% | 81,204 | 0.3% | Manufacturing |
AMGN Amgen | $4,913,702 | $96,663 ▲ | 2.0% | 15,250 | 0.3% | Medical |
MGK Vanguard Mega Cap Growth ETF | $4,583,528 | $441,386 ▲ | 10.7% | 14,237 | 0.3% | ETF |
MUB iShares National Muni Bond ETF | $4,431,692 | $332,192 ▲ | 8.1% | 40,796 | 0.3% | ETF |
EFV iShares MSCI EAFE Value ETF | $4,324,980 | $269,182 ▼ | -5.9% | 75,178 | 0.3% | ETF |
PG Procter & Gamble | $4,171,212 | $77,941 ▼ | -1.8% | 24,083 | 0.3% | Consumer Staples |
IXUS iShares Core MSCI Total International Stock ETF | $4,156,229 | $300,977 ▲ | 7.8% | 57,225 | 0.3% | Manufacturing |
HFFG HF Foods Group | $3,965,242 | | 0.0% | 1,110,712 | 0.3% | Consumer Staples |
VONE Vanguard Russell 1000 | $3,910,840 | $111,835 ▼ | -2.8% | 15,037 | 0.2% | ETF |
VUG Vanguard Growth ETF | $3,880,048 | | 0.0% | 10,106 | 0.2% | ETF |
IBM International Business Machines | $3,844,790 | $16,360 ▲ | 0.4% | 17,391 | 0.2% | Computer and Technology |
MGV Vanguard Mega Cap Value ETF | $3,807,619 | $3,848 ▲ | 0.1% | 29,682 | 0.2% | ETF |
ZTS Zoetis | $3,785,693 | $57,637 ▼ | -1.5% | 19,376 | 0.2% | Medical |
AIT Applied Industrial Technologies | $3,747,028 | $1,673,478 ▼ | -30.9% | 16,793 | 0.2% | Industrial Products |
AVGO Broadcom | $3,649,181 | $3,263,822 ▲ | 847.0% | 21,155 | 0.2% | Computer and Technology |
IWV iShares Russell 3000 ETF | $3,549,948 | $980 ▲ | 0.0% | 10,865 | 0.2% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $3,548,562 | $3,378 ▲ | 0.1% | 36,766 | 0.2% | ETF |
CAT Caterpillar | $3,294,089 | $88,786 ▲ | 2.8% | 8,422 | 0.2% | Industrial Products |
PEP PepsiCo | $3,215,201 | $2,041 ▼ | -0.1% | 18,908 | 0.2% | Consumer Staples |
VCSH Vanguard Short-Term Corporate Bond ETF | $3,208,847 | $1,099,902 ▲ | 52.2% | 40,403 | 0.2% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $3,001,157 | $477,689 ▲ | 18.9% | 36,119 | 0.2% | ETF |
SPTS SPDR Portfolio Short Term Treasury ETF | $2,903,700 | $200,370 ▼ | -6.5% | 98,732 | 0.2% | ETF |
VGT Vanguard Information Technology ETF | $2,884,050 | $9,385 ▼ | -0.3% | 4,917 | 0.2% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $2,881,632 | $393,087 ▲ | 15.8% | 39,249 | 0.2% | ETF |
DFUV Dimensional US Marketwide Value ETF | $2,735,517 | $479,558 ▼ | -14.9% | 65,616 | 0.2% | ETF |
VONV Vanguard Russell 1000 Value | $2,708,518 | $8,500 ▲ | 0.3% | 32,504 | 0.2% | ETF |
KLAC KLA | $2,707,751 | $99,914 ▲ | 3.8% | 3,496 | 0.2% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $2,702,215 | $66,550 ▼ | -2.4% | 13,643 | 0.2% | ETF |
BKIE BNY Mellon International Equity ETF | $2,653,349 | $65,396 ▼ | -2.4% | 33,514 | 0.2% | ETF |
QQQ Invesco QQQ | $2,637,431 | $166,426 ▲ | 6.7% | 5,404 | 0.2% | Finance |
DVY iShares Select Dividend ETF | $2,596,373 | $675 ▲ | 0.0% | 19,222 | 0.2% | ETF |
HON Honeywell International | $2,585,596 | $104,185 ▲ | 4.2% | 12,508 | 0.2% | Multi-Sector Conglomerates |
ABBV AbbVie | $2,567,981 | $80,175 ▲ | 3.2% | 13,004 | 0.2% | Medical |
TIP iShares TIPS Bond ETF | $2,474,029 | $220,162 ▼ | -8.2% | 22,396 | 0.2% | ETF |
AXP American Express | $2,365,205 | $101,149 ▲ | 4.5% | 8,722 | 0.1% | Finance |
AGG iShares Core U.S. Aggregate Bond ETF | $2,363,295 | $466,137 ▲ | 24.6% | 23,337 | 0.1% | Finance |
CSCO Cisco Systems | $2,347,849 | $162,108 ▲ | 7.4% | 44,116 | 0.1% | Computer and Technology |
MU Micron Technology | $2,337,529 | | 0.0% | 22,539 | 0.1% | Computer and Technology |
GOOG Alphabet | $2,270,989 | $21,568 ▲ | 1.0% | 13,583 | 0.1% | Computer and Technology |
JPM JPMorgan Chase & Co. | $2,266,047 | $135,579 ▼ | -5.6% | 10,747 | 0.1% | Finance |
APO Apollo Global Management | $2,250,075 | $31,728 ▼ | -1.4% | 18,013 | 0.1% | Finance |
SCHX Schwab US Large-Cap ETF | $2,199,264 | $146,554 ▼ | -6.2% | 32,414 | 0.1% | ETF |
MCK McKesson | $2,087,936 | | 0.0% | 4,223 | 0.1% | Medical |
MRK Merck & Co., Inc. | $2,085,996 | $38,270 ▼ | -1.8% | 18,369 | 0.1% | Medical |
BRK.A Berkshire Hathaway | $2,073,540 | | 0.0% | 3 | 0.1% | Finance |
GS The Goldman Sachs Group | $2,066,401 | $99,508 ▲ | 5.1% | 4,174 | 0.1% | Finance |
LOW Lowe's Companies | $2,049,730 | $5,146 ▲ | 0.3% | 7,568 | 0.1% | Retail/Wholesale |
ITB iShares U.S. Home Construction ETF | $1,963,695 | | 0.0% | 15,450 | 0.1% | ETF |
HD Home Depot | $1,914,704 | $162,497 ▲ | 9.3% | 4,725 | 0.1% | Retail/Wholesale |
CRM Salesforce | $1,879,350 | $838,551 ▲ | 80.6% | 6,867 | 0.1% | Computer and Technology |
VRTX Vertex Pharmaceuticals | $1,876,481 | $59,061 ▲ | 3.2% | 4,035 | 0.1% | Medical |
IJR iShares Core S&P Small-Cap ETF | $1,828,007 | $117 ▲ | 0.0% | 15,629 | 0.1% | ETF |
KAI Kadant | $1,763,008 | $101,400 ▼ | -5.4% | 5,216 | 0.1% | Industrial Products |
JNJ Johnson & Johnson | $1,724,317 | $25,768 ▲ | 1.5% | 10,640 | 0.1% | Medical |
VXF Vanguard Extended Market ETF | $1,713,637 | $233,289 ▼ | -12.0% | 9,417 | 0.1% | ETF |
F Ford Motor | $1,694,327 | $21,278 ▲ | 1.3% | 160,448 | 0.1% | Auto/Tires/Trucks |
