AAPL Apple | $204,996,926 | $17,483,068 ▼ | -7.9% | 1,195,457 | 6.2% | Computer and Technology |
NVDA NVIDIA | $171,219,431 | $21,050,266 ▼ | -10.9% | 189,494 | 5.2% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $114,775,950 | $46,748,500 ▲ | 68.7% | 218,317 | 3.5% | ETF |
AMZN Amazon.com | $80,898,316 | $6,595,058 ▼ | -7.5% | 448,488 | 2.5% | Retail/Wholesale |
QQQ Invesco QQQ | $73,846,506 | $4,564,456 ▼ | -5.8% | 166,316 | 2.2% | Finance |
VOO Vanguard S&P 500 ETF | $73,808,181 | $2,353,509 ▼ | -3.1% | 153,543 | 2.2% | ETF |
MSFT Microsoft | $69,630,305 | $12,289,631 ▼ | -15.0% | 165,503 | 2.1% | Computer and Technology |
OXY Occidental Petroleum | $52,967,972 | $303,698 ▼ | -0.6% | 815,017 | 1.6% | Oils/Energy |
DFAC Dimensional U.S. Core Equity 2 ETF | $48,536,026 | $340,555 ▼ | -0.7% | 1,519,125 | 1.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $45,715,891 | $2,601,233 ▼ | -5.4% | 87,399 | 1.4% | Finance |
GOOGL Alphabet | $44,566,513 | $2,194,072 ▼ | -4.7% | 295,279 | 1.4% | Computer and Technology |
GOOG Alphabet | $44,274,075 | $1,353,898 ▼ | -3.0% | 290,779 | 1.3% | Computer and Technology |
HD Home Depot | $39,032,113 | $76,336 ▲ | 0.2% | 101,752 | 1.2% | Retail/Wholesale |
META Meta Platforms | $34,993,756 | $4,236,194 ▼ | -10.8% | 72,066 | 1.1% | Computer and Technology |
IUSB iShares Core Total USD Bond Market ETF | $32,057,491 | $14,247,156 ▲ | 80.0% | 703,169 | 1.0% | Manufacturing |
VTI Vanguard Total Stock Market ETF | $30,663,827 | $3,957,210 ▼ | -11.4% | 117,984 | 0.9% | ETF |
LLY Eli Lilly and Company | $30,314,389 | $1,577,724 ▼ | -4.9% | 38,966 | 0.9% | Medical |
BBUS JP Morgan BetaBuilders U.S. Equity ETF | $28,925,365 | $28,925,365 ▲ | New Holding | 306,315 | 0.9% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $28,510,143 | $23,029,269 ▲ | 420.2% | 469,380 | 0.9% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $25,915,210 | $477,787 ▲ | 1.9% | 279,499 | 0.8% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $25,263,983 | $4,013,380 ▲ | 18.9% | 257,954 | 0.8% | Finance |
BRK.B Berkshire Hathaway | $24,417,907 | $460,049 ▲ | 1.9% | 58,066 | 0.7% | Finance |
JPM JPMorgan Chase & Co. | $23,965,099 | $1,688,930 ▼ | -6.6% | 119,646 | 0.7% | Finance |
SCHF Schwab International Equity ETF | $23,219,255 | $383,332 ▲ | 1.7% | 595,061 | 0.7% | ETF |
MA Mastercard | $22,357,100 | $151,214 ▼ | -0.7% | 46,425 | 0.7% | Business Services |
MCO Moody's | $22,014,000 | $17,293 ▲ | 0.1% | 56,011 | 0.7% | Finance |
MRK Merck & Co., Inc. | $21,362,204 | $251,497 ▲ | 1.2% | 161,896 | 0.6% | Medical |
MUB iShares National Muni Bond ETF | $20,970,651 | $2,186,546 ▲ | 11.6% | 194,894 | 0.6% | ETF |
DFAI Dimensional International Core Equity Market ETF | $20,094,573 | $1,167,549 ▲ | 6.2% | 664,943 | 0.6% | ETF |
TMO Thermo Fisher Scientific | $19,741,378 | $443,463 ▼ | -2.2% | 33,966 | 0.6% | Medical |
VEA Vanguard FTSE Developed Markets ETF | $19,401,637 | $2,405,400 ▼ | -11.0% | 386,718 | 0.6% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $18,992,067 | $16,424,636 ▲ | 639.7% | 834,083 | 0.6% | ETF |
XLV Health Care Select Sector SPDR Fund | $18,391,134 | $828,473 ▲ | 4.7% | 124,491 | 0.6% | ETF |
IJR iShares Core S&P Small-Cap ETF | $18,356,729 | $3,568,032 ▲ | 24.1% | 166,094 | 0.6% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $17,828,570 | $496,010 ▼ | -2.7% | 108,479 | 0.5% | ETF |
TSLA Tesla | $17,777,867 | $225,891 ▼ | -1.3% | 101,131 | 0.5% | Auto/Tires/Trucks |
ABBV AbbVie | $17,668,964 | $1,030,685 ▼ | -5.5% | 97,029 | 0.5% | Medical |
IYW iShares U.S. Technology ETF | $17,140,923 | $5,178,176 ▲ | 43.3% | 126,914 | 0.5% | Manufacturing |
IEFA iShares Core MSCI EAFE ETF | $17,045,819 | $336,217 ▲ | 2.0% | 229,666 | 0.5% | ETF |
MCD McDonald's | $17,009,513 | $1,146,110 ▼ | -6.3% | 60,329 | 0.5% | Retail/Wholesale |
SHY iShares 1-3 Year Treasury Bond ETF | $16,295,419 | $1,142,877 ▼ | -6.6% | 199,259 | 0.5% | Manufacturing |
IWB iShares Russell 1000 ETF | $15,712,881 | $4,320 ▼ | 0.0% | 54,553 | 0.5% | ETF |
JNJ Johnson & Johnson | $15,697,449 | $2,834,466 ▼ | -15.3% | 99,231 | 0.5% | Medical |
CRM Salesforce | $15,254,131 | $32,527 ▼ | -0.2% | 50,648 | 0.5% | Computer and Technology |
XOM Exxon Mobil | $14,903,507 | $1,494,733 ▲ | 11.1% | 128,213 | 0.5% | Oils/Energy |
COST Costco Wholesale | $14,624,952 | $507,719 ▼ | -3.4% | 19,962 | 0.4% | Retail/Wholesale |
VB Vanguard Small-Cap ETF | $13,810,126 | $190,417 ▲ | 1.4% | 60,414 | 0.4% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $13,756,769 | $524,185 ▲ | 4.0% | 181,058 | 0.4% | ETF |
BSV Vanguard Short-Term Bond ETF | $13,668,001 | $57,656 ▲ | 0.4% | 178,271 | 0.4% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $13,421,585 | $2,745,553 ▲ | 25.7% | 542,944 | 0.4% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $13,250,918 | $381,726 ▼ | -2.8% | 261,876 | 0.4% | ETF |
MBB iShares MBS ETF | $13,206,883 | $162,474 ▼ | -1.2% | 142,901 | 0.4% | ETF |
AVGO Broadcom | $13,200,343 | $79,520 ▲ | 0.6% | 9,960 | 0.4% | Computer and Technology |
DFAU Dimensional US Core Equity Market ETF | $13,120,992 | $5,887,101 ▼ | -31.0% | 359,086 | 0.4% | ETF |
IWM iShares Russell 2000 ETF | $12,652,467 | $385,059 ▲ | 3.1% | 60,164 | 0.4% | Finance |
SCHD Schwab US Dividend Equity ETF | $12,610,432 | $256,806 ▼ | -2.0% | 156,399 | 0.4% | ETF |
AXP American Express | $12,445,979 | $520,271 ▼ | -4.0% | 54,662 | 0.4% | Finance |
CVX Chevron | $12,412,530 | $542,789 ▲ | 4.6% | 78,689 | 0.4% | Oils/Energy |
BBIN JPMorgan BetaBuilders International Equity ETF | $12,352,387 | $11,355,650 ▲ | 1,139.3% | 205,411 | 0.4% | ETF |
IEF iShares 7-10 Year Treasury Bond ETF | $12,115,643 | $5,140,612 ▲ | 73.7% | 127,991 | 0.4% | ETF |
SCHW Charles Schwab | $11,917,712 | $271,781 ▲ | 2.3% | 164,746 | 0.4% | Finance |
VIG Vanguard Dividend Appreciation ETF | $11,388,253 | $398,089 ▼ | -3.4% | 62,364 | 0.3% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $11,326,233 | $822,397 ▼ | -6.8% | 112,464 | 0.3% | ETF |
EFA iShares MSCI EAFE ETF | $11,118,997 | $3,521,829 ▲ | 46.4% | 139,231 | 0.3% | Finance |
IAU iShares Gold Trust | $11,036,489 | $411,110 ▼ | -3.6% | 262,711 | 0.3% | Finance |
VUG Vanguard Growth ETF | $10,802,916 | $3,315,290 ▲ | 44.3% | 31,386 | 0.3% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $10,429,230 | $179,531 ▲ | 1.8% | 61,577 | 0.3% | ETF |
BND Vanguard Total Bond Market ETF | $10,296,634 | $12,092,112 ▼ | -54.0% | 141,769 | 0.3% | ETF |
JQUA JPMorgan US Quality Factor ETF | $10,196,207 | $9,688,654 ▲ | 1,908.9% | 192,854 | 0.3% | ETF |
DIS Walt Disney | $10,175,444 | $1,188,236 ▼ | -10.5% | 83,160 | 0.3% | Consumer Discretionary |
IEMG iShares Core MSCI Emerging Markets ETF | $10,124,027 | $1,257,647 ▼ | -11.0% | 196,202 | 0.3% | ETF |
BX Blackstone | $10,114,405 | $750,777 ▼ | -6.9% | 76,992 | 0.3% | Finance |
PG Procter & Gamble | $10,053,011 | $726,069 ▼ | -6.7% | 61,960 | 0.3% | Consumer Staples |
IVE iShares S&P 500 Value ETF | $9,930,592 | $9,528,392 ▲ | 2,369.1% | 53,159 | 0.3% | ETF |
QCOM QUALCOMM | $9,704,557 | $401,069 ▼ | -4.0% | 57,322 | 0.3% | Computer and Technology |
CME CME Group | $9,301,349 | $691,724 ▼ | -6.9% | 43,204 | 0.3% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $9,172,703 | $431,107 ▲ | 4.9% | 219,601 | 0.3% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $9,091,851 | $600,935 ▲ | 7.1% | 78,507 | 0.3% | ETF |
TFLO iShares Treasury Floating Rate Bond ETF | $8,722,693 | $5,506,460 ▼ | -38.7% | 172,079 | 0.3% | ETF |
CAT Caterpillar | $8,713,404 | $221,692 ▲ | 2.6% | 23,779 | 0.3% | Industrial Products |
AVDV Avantis International Small Cap Value ETF | $8,611,888 | $8,345,090 ▲ | 3,127.9% | 130,761 | 0.3% | ETF |
DYNF BlackRock U.S. Equity Factor Rotation ETF | $8,541,276 | $8,541,276 ▲ | New Holding | 192,371 | 0.3% | ETF |
TRV Travelers Companies | $8,508,035 | $590,308 ▼ | -6.5% | 36,969 | 0.3% | Finance |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $8,394,013 | $613,231 ▲ | 7.9% | 175,277 | 0.3% | Manufacturing |
DE Deere & Company | $8,391,474 | $1,555,483 ▼ | -15.6% | 20,430 | 0.3% | Industrial Products |
VTV Vanguard Value ETF | $8,310,247 | $732,218 ▲ | 9.7% | 51,027 | 0.3% | ETF |
VGSH Vanguard Short-Term Treasury Index ETF | $8,253,200 | $970,763 ▲ | 13.3% | 142,124 | 0.3% | ETF |
CSCO Cisco Systems | $8,252,466 | $746,953 ▲ | 10.0% | 165,347 | 0.3% | Computer and Technology |
BIV Vanguard Intermediate-Term Bond ETF | $8,115,026 | $229,292 ▲ | 2.9% | 107,626 | 0.2% | ETF |
EFV iShares MSCI EAFE Value ETF | $8,095,312 | $1,018,367 ▼ | -11.2% | 148,811 | 0.2% | ETF |
IVW iShares S&P 500 Growth ETF | $8,051,162 | $5,325,616 ▲ | 195.4% | 95,348 | 0.2% | ETF |
PEP PepsiCo | $7,969,616 | $419,850 ▲ | 5.6% | 45,538 | 0.2% | Consumer Staples |
VBR Vanguard Small-Cap Value ETF | $7,905,092 | $83,852 ▼ | -1.0% | 41,198 | 0.2% | ETF |
PPA Invesco Aerospace & Defense ETF | $7,862,059 | $5,650,160 ▲ | 255.4% | 77,405 | 0.2% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $7,809,450 | $449,623 ▼ | -5.4% | 66,627 | 0.2% | Manufacturing |
REGN Regeneron Pharmaceuticals | $7,776,919 | $1,894,180 ▲ | 32.2% | 8,080 | 0.2% | Medical |
GLD SPDR Gold Shares | $7,730,619 | $1,266,630 ▼ | -14.1% | 37,578 | 0.2% | Finance |
RTX RTX | $7,581,230 | $579,135 ▼ | -7.1% | 77,732 | 0.2% | Aerospace |
DFSV Dimensional US Small Cap Value ETF | $7,413,775 | $7,193,624 ▲ | 3,267.6% | 246,305 | 0.2% | ETF |
VO Vanguard Mid-Cap ETF | $7,358,423 | $218,629 ▲ | 3.1% | 29,450 | 0.2% | ETF |
