BSV Vanguard Short-Term Bond ETF | $1,812,783 | $223,664 ▲ | 14.1% | 23,643,973 | 5.2% | ETF |
VOO Vanguard S&P 500 ETF | $1,765,989 | $207,593 ▲ | 13.3% | 3,672,746 | 5.0% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $1,733,060 | $252,247 ▲ | 17.0% | 17,640,346 | 4.9% | Finance |
DFAC Dimensional U.S. Core Equity 2 ETF | $1,439,508 | $134,860 ▲ | 10.3% | 45,055,024 | 4.1% | ETF |
MTUM iShares MSCI USA Momentum Factor ETF | $1,374,744 | $111,257 ▲ | 8.8% | 7,337,780 | 3.9% | ETF |
DFUV Dimensional US Marketwide Value ETF | $1,054,946 | $230,661 ▲ | 28.0% | 25,793,306 | 3.0% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $878,390 | $126,105 ▲ | 16.8% | 17,505,655 | 2.5% | ETF |
DUHP Dimensional US High Profitability ETF | $831,737 | $221,213 ▲ | 36.2% | 26,312,470 | 2.4% | ETF |
MSFT Microsoft | $818,312 | $66,807 ▲ | 8.9% | 1,943,227 | 2.3% | Computer and Technology |
BNDX Vanguard Total International Bond ETF | $817,823 | $120,359 ▲ | 17.3% | 16,625,796 | 2.3% | ETF |
IMTM iShares MSCI Intl Momentum Factor ETF | $668,838 | $81,686 ▲ | 13.9% | 17,049,142 | 1.9% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $568,897 | $54,623 ▲ | 10.6% | 21,267,162 | 1.6% | ETF |
MUB iShares National Muni Bond ETF | $563,319 | $80,212 ▲ | 16.6% | 5,220,682 | 1.6% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $559,874 | $40,945 ▲ | 7.9% | 5,345,878 | 1.6% | ETF |
DFIV Dimensional International Value ETF | $545,071 | $161,195 ▲ | 42.0% | 14,831,851 | 1.5% | ETF |
LLY Eli Lilly and Company | $537,911 | $6,309 ▼ | -1.2% | 691,379 | 1.5% | Medical |
VB Vanguard Small-Cap ETF | $459,437 | $49,174 ▲ | 12.0% | 2,009,880 | 1.3% | ETF |
DIHP Dimensional International High Profitability ETF | $394,555 | $110,839 ▲ | 39.1% | 14,645,691 | 1.1% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $385,788 | $13,790 ▼ | -3.5% | 2,347,360 | 1.1% | ETF |
NVDA NVIDIA | $379,061 | $87,776 ▲ | 30.1% | 419,259 | 1.1% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $347,652 | $259,480 ▼ | -42.7% | 664,340 | 1.0% | Finance |
IVV iShares Core S&P 500 ETF | $329,632 | $66,129 ▲ | 25.1% | 626,923 | 0.9% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $329,008 | $48,688 ▲ | 17.4% | 7,830,299 | 0.9% | ETF |
SOXX iShares Semiconductor ETF | $323,334 | $217,227 ▲ | 204.7% | 1,431,305 | 0.9% | ETF |
SCHX Schwab US Large-Cap ETF | $313,860 | $2,867 ▼ | -0.9% | 4,977,896 | 0.9% | ETF |
VLUE iShares MSCI USA Value Factor ETF | $303,539 | $18,881 ▼ | -5.9% | 2,802,501 | 0.9% | ETF |
COST Costco Wholesale | $278,437 | $25,113 ▲ | 9.9% | 380,048 | 0.8% | Retail/Wholesale |
VTEB Vanguard Tax-Exempt Bond ETF | $253,151 | $18,363 ▲ | 7.8% | 4,998,676 | 0.7% | ETF |
VYM Vanguard High Dividend Yield ETF | $250,880 | $26,502 ▲ | 11.8% | 2,073,672 | 0.7% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $238,999 | $13,344 ▼ | -5.3% | 3,090,477 | 0.7% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $236,070 | $431,641 ▼ | -64.6% | 2,824,481 | 0.7% | ETF |
IWB iShares Russell 1000 ETF | $234,509 | $1,143 ▼ | -0.5% | 813,474 | 0.7% | ETF |
SCHF Schwab International Equity ETF | $228,233 | $15,999 ▼ | -6.6% | 5,587,670 | 0.6% | ETF |
DFUS Dimensional U.S. Equity ETF | $216,114 | $5,621 ▲ | 2.7% | 3,792,806 | 0.6% | ETF |
IVLU iShares MSCI Intl Value Factor ETF | $199,202 | $15,333 ▼ | -7.1% | 7,056,379 | 0.6% | ETF |
IQLT iShares MSCI Intl Quality Factor ETF | $197,405 | $12,493 ▼ | -6.0% | 4,977,426 | 0.6% | ETF |
DFCA Dimensional California Municipal Bond ETF | $187,078 | $22,338 ▲ | 13.6% | 3,710,761 | 0.5% | ETF |
RJF Raymond James | $181,468 | $11,850 ▼ | -6.1% | 1,413,083 | 0.5% | Finance |
IWF iShares Russell 1000 Growth ETF | $170,709 | $22,013 ▼ | -11.4% | 505,378 | 0.5% | ETF |
UNH UnitedHealth Group | $160,827 | $3,040 ▲ | 1.9% | 324,798 | 0.5% | Medical |
META Meta Platforms | $160,684 | $6,128 ▼ | -3.7% | 330,684 | 0.5% | Computer and Technology |
GOOGL Alphabet | $158,894 | $8,232 ▲ | 5.5% | 1,050,303 | 0.5% | Computer and Technology |
DFAT Dimensional U.S. Targeted Value ETF | $154,993 | $3,728 ▼ | -2.3% | 2,847,560 | 0.4% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $146,865 | $118,588 ▲ | 419.4% | 2,409,831 | 0.4% | ETF |
INTC Intel | $146,582 | $2,777 ▲ | 1.9% | 3,318,593 | 0.4% | Computer and Technology |
GOOG Alphabet | $145,905 | $32,653 ▲ | 28.8% | 957,050 | 0.4% | Computer and Technology |
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF | $139,865 | $5,335 ▼ | -3.7% | 2,948,259 | 0.4% | Finance |
EOG EOG Resources | $138,578 | $862 ▼ | -0.6% | 1,083,954 | 0.4% | Oils/Energy |
AJG Arthur J. Gallagher & Co. | $129,586 | $196 ▲ | 0.2% | 518,261 | 0.4% | Finance |
WMT Walmart | $129,364 | $88,566 ▲ | 217.1% | 2,149,942 | 0.4% | Retail/Wholesale |
HD Home Depot | $127,926 | $23,294 ▲ | 22.3% | 333,296 | 0.4% | Retail/Wholesale |
JPM JPMorgan Chase & Co. | $123,361 | $23,509 ▲ | 23.5% | 615,536 | 0.4% | Finance |
XOM Exxon Mobil | $121,110 | $9,607 ▼ | -7.3% | 1,041,530 | 0.3% | Oils/Energy |
AVGO Broadcom | $116,616 | $6,211 ▼ | -5.1% | 87,530 | 0.3% | Computer and Technology |
MA Mastercard | $108,525 | $3,031 ▲ | 2.9% | 225,143 | 0.3% | Business Services |
VO Vanguard Mid-Cap ETF | $106,992 | $12,909 ▲ | 13.7% | 428,097 | 0.3% | ETF |
JNJ Johnson & Johnson | $105,929 | $19,566 ▲ | 22.7% | 669,631 | 0.3% | Medical |
NOC Northrop Grumman | $102,173 | $719 ▼ | -0.7% | 213,457 | 0.3% | Aerospace |
MRK Merck & Co., Inc. | $98,429 | $4,149 ▲ | 4.4% | 745,487 | 0.3% | Medical |
QCOM QUALCOMM | $95,775 | $50,273 ▲ | 110.5% | 565,515 | 0.3% | Computer and Technology |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $94,984 | $188,701 ▼ | -66.5% | 1,340,069 | 0.3% | ETF |
VUG Vanguard Growth ETF | $94,846 | $33,056 ▼ | -25.8% | 275,555 | 0.3% | ETF |
PG Procter & Gamble | $93,335 | $12,427 ▲ | 15.4% | 574,143 | 0.3% | Consumer Staples |
SPGI S&P Global | $90,748 | $161 ▲ | 0.2% | 213,154 | 0.3% | Business Services |
DFAE Dimensional Emerging Core Equity Market ETF | $90,490 | $2,147 ▼ | -2.3% | 3,660,616 | 0.3% | ETF |
UNP Union Pacific | $86,962 | $1,435 ▲ | 1.7% | 352,743 | 0.2% | Transportation |
VTI Vanguard Total Stock Market ETF | $85,189 | $9,581 ▲ | 12.7% | 327,617 | 0.2% | ETF |
CVX Chevron | $84,761 | $12,068 ▲ | 16.6% | 536,896 | 0.2% | Oils/Energy |
DFAS Dimensional U.S. Small Cap ETF | $84,712 | $392 ▼ | -0.5% | 1,358,868 | 0.2% | ETF |
VGSH Vanguard Short-Term Treasury Index ETF | $79,229 | $14,234 ▲ | 21.9% | 1,364,377 | 0.2% | ETF |
SCHA Schwab US Small-Cap ETF | $76,096 | $1,912 ▼ | -2.5% | 1,456,041 | 0.2% | ETF |
VIG Vanguard Dividend Appreciation ETF | $75,709 | $10,029 ▲ | 15.3% | 413,646 | 0.2% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $72,944 | $8,912 ▲ | 13.9% | 912,389 | 0.2% | Manufacturing |
EFA iShares MSCI EAFE ETF | $72,411 | $5,052 ▲ | 7.5% | 904,440 | 0.2% | Finance |
V Visa | $72,222 | $20,109 ▲ | 38.6% | 258,738 | 0.2% | Business Services |
TFLO iShares Treasury Floating Rate Bond ETF | $69,524 | $1,870 ▼ | -2.6% | 1,371,556 | 0.2% | ETF |
ACN Accenture | $68,233 | $10,918 ▲ | 19.0% | 196,736 | 0.2% | Business Services |
SCHO Schwab Short-Term U.S. Treasury ETF | $66,805 | $3,124 ▲ | 4.9% | 1,384,839 | 0.2% | ETF |
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $65,209 | $4,564 ▲ | 7.5% | 710,341 | 0.2% | ETF |
ORLY O'Reilly Automotive | $64,911 | $5,347 ▼ | -7.6% | 57,498 | 0.2% | Retail/Wholesale |
SUSL iShares ESG MSCI USA Leaders ETF | $62,410 | $7,269 ▲ | 13.2% | 664,968 | 0.2% | Manufacturing |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $62,149 | $9,668 ▲ | 18.4% | 1,320,640 | 0.2% | ETF |
XLK Technology Select Sector SPDR Fund | $59,790 | $6,094 ▲ | 11.3% | 287,141 | 0.2% | ETF |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $59,330 | $18,142 ▲ | 44.0% | 2,391,368 | 0.2% | ETF |
VTV Vanguard Value ETF | $58,841 | $3,267 ▼ | -5.3% | 361,148 | 0.2% | ETF |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $58,152 | $8,722 ▲ | 17.6% | 1,365,111 | 0.2% | ETF |
IDV iShares International Select Dividend ETF | $57,828 | $8,412 ▲ | 17.0% | 2,062,328 | 0.2% | ETF |
ABBV AbbVie | $57,790 | $4,203 ▲ | 7.8% | 316,814 | 0.2% | Medical |
SCHE Schwab Emerging Markets Equity ETF | $57,040 | $8,445 ▼ | -12.9% | 2,175,280 | 0.2% | ETF |
ORCL Oracle | $56,896 | $15,351 ▲ | 37.0% | 452,539 | 0.2% | Computer and Technology |
CSCO Cisco Systems | $54,549 | $2,828 ▲ | 5.5% | 1,092,944 | 0.2% | Computer and Technology |
IWV iShares Russell 3000 ETF | $54,438 | $3,539 ▼ | -6.1% | 180,168 | 0.2% | ETF |
DE Deere & Company | $53,779 | $1,795 ▲ | 3.5% | 126,999 | 0.2% | Industrial Products |
SYK Stryker | $53,422 | $344 ▼ | -0.6% | 149,278 | 0.2% | Medical |
ETN Eaton | $52,092 | $6,940 ▲ | 15.4% | 166,599 | 0.1% | Industrial Products |
TNET TriNet Group | $51,639 | $122 ▼ | -0.2% | 389,759 | 0.1% | Business Services |
EMR Emerson Electric | $51,345 | $9,645 ▲ | 23.1% | 452,702 | 0.1% | Industrial Products |
SCHM Schwab U.S. Mid-Cap ETF | $51,332 | $1,108 ▼ | -2.1% | 508,929 | 0.1% | ETF |
ROP Roper Technologies | $50,932 | $120 ▲ | 0.2% | 88,752 | 0.1% | Computer and Technology |
CRM Salesforce | $50,845 | $28,434 ▲ | 126.9% | 168,778 | 0.1% | Computer and Technology |
