SCHG Schwab U.S. Large-Cap Growth ETF | $505,969,479 | $2,697,386 â–¼ | -0.5% | 14,951,817 | 12.6% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $355,511,403 | $159,291 â–¼ | 0.0% | 10,212,910 | 8.8% | ETF |
SCHF Schwab International Equity ETF | $211,207,619 | $8,525,146 â–² | 4.2% | 7,624,824 | 5.3% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $184,468,853 | $6,121,262 â–² | 3.4% | 7,975,307 | 4.6% | ETF |
SCHD Schwab US Dividend Equity ETF | $171,044,205 | $3,600,417 â–¼ | -2.1% | 5,394,015 | 4.3% | ETF |
J P MORGAN EXCHANGE TRADED F
| $154,564,942 | $10,947,962 â–² | 7.6% | 1,924,120 | 3.8% | EQUITY FOCUS ETF |
JPIB JPMorgan International Bond Opportunities ETF | $121,779,869 | $4,118,405 â–² | 3.5% | 2,518,715 | 3.0% | ETF |
SPTL SPDR Portfolio Long Term Treasury ETF | $119,271,092 | $6,107,997 â–² | 5.4% | 4,547,125 | 3.0% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $107,849,556 | $235,796 â–² | 0.2% | 864,456 | 2.7% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $102,788,597 | $1,125,074 â–¼ | -1.1% | 1,065,277 | 2.6% | ETF |
CWI SPDR MSCI ACWI ex-US ETF | $92,358,141 | $1,197,975 â–¼ | -1.3% | 2,270,916 | 2.3% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $90,322,525 | $3,224,805 â–² | 3.7% | 952,267 | 2.2% | ETF |
JCPB JPMorgan Core Plus Bond ETF | $80,983,770 | $2,377,418 â–² | 3.0% | 1,725,261 | 2.0% | ETF |
JMUB JPMorgan Municipal ETF | $67,647,683 | $4,776,514 â–² | 7.6% | 1,335,459 | 1.7% | ETF |
MUB iShares National Muni Bond ETF | $57,805,108 | $4,462,789 â–² | 8.4% | 537,122 | 1.4% | ETF |
IWF iShares Russell 1000 Growth ETF | $45,006,010 | $33,507,999 â–² | 291.4% | 362,455 | 1.1% | ETF |
VOO Vanguard S&P 500 ETF | $44,106,194 | $480,080 â–¼ | -1.1% | 64,219 | 1.1% | ETF |
FMB First Trust Managed Municipal ETF | $43,007,291 | $290,482 â–¼ | -0.7% | 837,252 | 1.1% | Manufacturing |
AAPL Apple | $42,464,369 | $266,789 â–¼ | -0.6% | 146,753 | 1.1% | Computer and Technology |
SLYG SPDR S&P 600 Small Cap Growth ETF | $41,997,651 | $2,267,880 â–² | 5.7% | 352,536 | 1.0% | ETF |
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF | $41,877,527 | $902,357 â–¼ | -2.1% | 1,646,129 | 1.0% | ETF |
MDYG SPDR S&P 400 Mid Cap Growth ETF | $38,999,276 | $2,915,911 â–² | 8.1% | 347,928 | 1.0% | ETF |
IDOG ALPS International Sector Dividend Dogs ETF | $38,270,239 | $334,629 â–¼ | -0.9% | 929,340 | 1.0% | ETF |
VXUS Vanguard Total International Stock ETF | $38,075,494 | $337,600 â–¼ | -0.9% | 445,380 | 0.9% | ETF |
VIG Vanguard Dividend Appreciation ETF | $36,302,241 | $4,978,485 â–¼ | -12.1% | 153,420 | 0.9% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $30,948,858 | $2,175,613 â–¼ | -6.6% | 509,111 | 0.8% | ETF |
IVW iShares S&P 500 Growth ETF | $24,753,554 | $1,002,316 â–¼ | -3.9% | 179,987 | 0.6% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $23,489,389 | $1,160,155 â–² | 5.2% | 415,889 | 0.6% | ETF |
IWO iShares Russell 2000 Growth ETF | $20,483,641 | $1,095,607 â–¼ | -5.1% | 51,994 | 0.5% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $19,279,013 | $771,409 â–¼ | -3.8% | 176,693 | 0.5% | ETF |
VANGUARD MUN BD FDS
| $18,912,361 | $302,910 â–¼ | -1.6% | 187,307 | 0.5% | INTERMEDIATE TRM |
MSFT Microsoft | $18,803,535 | $478,584 â–¼ | -2.5% | 50,409 | 0.5% | Computer and Technology |
IWS iShares Russell Mid-Cap Value ETF | $18,337,950 | $448,700 â–¼ | -2.4% | 111,409 | 0.5% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $18,076,330 | $252,220 â–² | 1.4% | 193,578 | 0.4% | ETF |
VBK Vanguard Small-Cap Growth ETF | $18,031,372 | $446,524 â–¼ | -2.4% | 49,306 | 0.4% | ETF |
NVDA NVIDIA | $17,672,414 | $874,196 â–¼ | -4.7% | 88,322 | 0.4% | Computer and Technology |
DFAE Dimensional Emerging Core Equity Market ETF | $17,148,470 | $1,124,432 â–¼ | -6.2% | 426,473 | 0.4% | ETF |
AVGO Broadcom | $16,918,394 | $424,594 â–¼ | -2.4% | 44,787 | 0.4% | Computer and Technology |
JPM JPMorgan Chase & Co. | $16,443,202 | $69,722 â–¼ | -0.4% | 50,234 | 0.4% | Finance |
DE Deere & Company | $16,113,010 | $67,238 â–² | 0.4% | 25,402 | 0.4% | Industrials |
CSCO Cisco Systems | $16,104,506 | $363,657 â–¼ | -2.2% | 137,106 | 0.4% | Computer and Technology |
IWP iShares Russell Mid-Cap Growth ETF | $15,676,137 | $690,910 â–¼ | -4.2% | 107,070 | 0.4% | ETF |
ABBV AbbVie | $15,444,549 | $126,826 â–² | 0.8% | 61,376 | 0.4% | Medical |
DFSV Dimensional US Small Cap Value ETF | $15,253,818 | $796,979 â–¼ | -5.0% | 393,241 | 0.4% | ETF |
KO CocaCola | $13,972,199 | $90,535 â–¼ | -0.6% | 171,923 | 0.3% | Consumer Staples |
TXN Texas Instruments | $13,825,916 | $274,819 â–¼ | -1.9% | 46,385 | 0.3% | Computer and Technology |
FAST Fastenal | $13,746,299 | $87,078 â–² | 0.6% | 286,202 | 0.3% | Retail/Wholesale |
XOM ExxonMobil | $13,703,736 | $274,534 â–² | 2.0% | 100,232 | 0.3% | Energy |
VOT Vanguard Mid-Cap Growth ETF | $13,640,152 | $368,173 â–¼ | -2.6% | 44,532 | 0.3% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $13,316,016 | $143,165 â–² | 1.1% | 235,598 | 0.3% | Finance |
MRK Merck & Co., Inc. | $12,895,545 | $236,698 â–² | 1.9% | 100,354 | 0.3% | Medical |
AMZN Amazon.com | $12,551,011 | $140,144 â–¼ | -1.1% | 52,660 | 0.3% | Retail/Wholesale |
IEMG iShares Core MSCI Emerging Markets ETF | $12,309,928 | $195,171 â–¼ | -1.6% | 148,599 | 0.3% | ETF |
JNJ Johnson & Johnson | $11,528,400 | $365,207 â–² | 3.3% | 45,393 | 0.3% | Medical |
VWO Vanguard FTSE Emerging Markets ETF | $11,518,692 | $820,619 â–¼ | -6.7% | 192,975 | 0.3% | ETF |
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund | $11,105,333 | $249,745 â–¼ | -2.2% | 211,128 | 0.3% | ETF |
HMOP Hartford Municipal Opportunities ETF | $11,063,473 | $134,189 â–² | 1.2% | 282,628 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $10,636,633 | $108,278 â–¼ | -1.0% | 14,244 | 0.3% | Finance |
HYD VanEck High Yield Muni ETF | $10,616,572 | $290,928 â–¼ | -2.7% | 206,107 | 0.3% | ETF |
VLO Valero Energy | $10,539,128 | $329,714 â–¼ | -3.0% | 40,467 | 0.3% | Energy |
DFAC Dimensional U.S. Core Equity 2 ETF | $10,509,993 | $1,091,079 â–¼ | -9.4% | 236,925 | 0.3% | ETF |
AMGN Amgen | $10,349,076 | $13,761 â–¼ | -0.1% | 28,579 | 0.3% | Medical |
IBM International Business Machines | $10,271,530 | $17,154 â–¼ | -0.2% | 36,526 | 0.3% | Computer and Technology |
CVX Chevron | $10,157,673 | $3,813 â–¼ | 0.0% | 61,279 | 0.3% | Energy |
TLH iShares 10-20 Year Treasury Bond ETF | $10,067,923 | $495,529 â–¼ | -4.7% | 100,328 | 0.3% | ETF |
VOE Vanguard Mid-Cap Value ETF | $9,881,583 | $472,462 â–¼ | -4.6% | 50,008 | 0.2% | ETF |
HD Home Depot | $9,854,457 | $314,234 â–¼ | -3.1% | 27,942 | 0.2% | Retail/Wholesale |
COST Costco Wholesale | $9,544,815 | $41,162 â–¼ | -0.4% | 10,203 | 0.2% | Retail/Wholesale |
GOOGL Alphabet | $9,507,578 | $323,066 â–² | 3.5% | 26,604 | 0.2% | Computer and Technology |
VYM Vanguard High Dividend Yield ETF | $9,197,356 | $452,756 â–¼ | -4.7% | 58,200 | 0.2% | Financial Services |
BRK.B Berkshire Hathaway | $9,009,022 | $452,353 â–² | 5.3% | 18,004 | 0.2% | Finance |
VTV Vanguard Value ETF | $8,993,099 | $7,628 â–¼ | -0.1% | 41,266 | 0.2% | ETF |
VZ Verizon Communications | $8,886,017 | $25,531 â–¼ | -0.3% | 209,873 | 0.2% | Computer and Technology |
LMT Lockheed Martin | $8,551,906 | $199,711 â–² | 2.4% | 16,786 | 0.2% | Aerospace |
BIV Vanguard Intermediate-Term Bond ETF | $8,499,894 | $162,144 â–¼ | -1.9% | 110,820 | 0.2% | ETF |
LLY Eli Lilly and Company | $8,009,698 | $472,570 â–² | 6.3% | 6,678 | 0.2% | Medical |
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF | $7,998,674 | $239,443 â–² | 3.1% | 127,408 | 0.2% | ETF |
PG Procter & Gamble | $7,848,878 | $55,576 â–¼ | -0.7% | 53,525 | 0.2% | Consumer Staples |
MO Altria Group | $7,506,295 | $71,806 â–¼ | -0.9% | 104,327 | 0.2% | Consumer Staples |
AGG iShares Core U.S. Aggregate Bond ETF | $7,458,638 | $88,587 â–¼ | -1.2% | 75,355 | 0.2% | Finance |
CAT Caterpillar | $7,429,891 | $135,244 â–² | 1.9% | 6,977 | 0.2% | Industrials |
EFV iShares MSCI EAFE Value ETF | $7,380,872 | $9,263 â–² | 0.1% | 96,419 | 0.2% | ETF |
TSLA Tesla | $7,038,546 | $260,765 â–² | 3.8% | 16,735 | 0.2% | Auto/Tires/Trucks |
QQQ Invesco QQQ | $6,741,534 | $2,126,658 â–¼ | -24.0% | 9,155 | 0.2% | Finance |
VGT Vanguard Information Technology ETF | $6,617,131 | $5,771,046 â–² | 682.1% | 55,364 | 0.2% | ETF |
IWN iShares Russell 2000 Value ETF | $6,602,203 | $163,247 â–¼ | -2.4% | 29,847 | 0.2% | ETF |
PEP PepsiCo | $6,351,576 | $114,819 â–² | 1.8% | 46,910 | 0.2% | Consumer Staples |
COP ConocoPhillips | $6,304,987 | $102,921 â–¼ | -1.6% | 60,648 | 0.2% | Energy |
AMD Advanced Micro Devices | $6,216,054 | $296,832 â–¼ | -4.6% | 10,701 | 0.2% | Computer and Technology |
BAC Bank of America | $6,007,023 | $103,362 â–¼ | -1.7% | 105,423 | 0.1% | Finance |
PFE Pfizer | $5,725,379 | $81,968 â–¼ | -1.4% | 237,765 | 0.1% | Medical |
CASY Casey's General Stores | $5,703,413 | | 0.0% | 7,176 | 0.1% | Retail/Wholesale |
UPS United Parcel Service | $5,578,523 | $82,130 â–² | 1.5% | 51,893 | 0.1% | Transportation |
AMAT Applied Materials | $5,192,586 | $1,313,691 â–¼ | -20.2% | 7,182 | 0.1% | Computer and Technology |
EOG EOG Resources | $5,149,142 | $48,649 â–¼ | -0.9% | 39,691 | 0.1% | Energy |
USB U.S. Bancorp | $5,105,826 | $66,862 â–¼ | -1.3% | 84,534 | 0.1% | Finance |
VLUE iShares MSCI USA Value Factor ETF | $5,002,643 | $107,098 â–¼ | -2.1% | 25,037 | 0.1% | ETF |
MCD McDonald's | $4,857,637 | $25,409 â–¼ | -0.5% | 17,971 | 0.1% | Retail/Wholesale |
VTEB Vanguard Tax-Exempt Bond ETF | $4,855,749 | $123,820 â–² | 2.6% | 96,001 | 0.1% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $4,681,486 | $228,485 â–¼ | -4.7% | 43,970 | 0.1% | ETF |
