IVV iShares Core S&P 500 ETF | $50,571,021 | $417,865 ▼ | -0.8% | 81,448 | 8.1% | ETF |
IWF iShares Russell 1000 Growth ETF | $47,832,820 | $872,938 ▼ | -1.8% | 112,659 | 7.7% | ETF |
VTV Vanguard Value ETF | $46,359,423 | $1,259,802 ▼ | -2.6% | 262,303 | 7.4% | ETF |
VTI Vanguard Total Stock Market ETF | $44,141,328 | $311,529 ▲ | 0.7% | 145,235 | 7.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $35,577,936 | $1,266,683 ▲ | 3.7% | 358,649 | 5.7% | Finance |
VIG Vanguard Dividend Appreciation ETF | $34,263,012 | $586,585 ▼ | -1.7% | 167,406 | 5.5% | ETF |
BND Vanguard Total Bond Market ETF | $24,033,238 | $1,892,877 ▲ | 8.5% | 326,406 | 3.8% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $23,357,241 | $721,417 ▼ | -3.0% | 376,608 | 3.7% | ETF |
VUG Vanguard Growth ETF | $21,591,184 | $761,062 ▲ | 3.7% | 49,250 | 3.5% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $21,289,538 | $941,517 ▲ | 4.6% | 226,798 | 3.4% | ETF |
VXUS Vanguard Total International Stock ETF | $19,763,248 | $19,000 ▼ | -0.1% | 286,051 | 3.2% | ETF |
IJR iShares Core S&P Small-Cap ETF | $18,002,922 | $396,942 ▼ | -2.2% | 164,726 | 2.9% | ETF |
ACWV iShares MSCI Global Min Vol Factor ETF | $15,747,093 | $357,727 ▲ | 2.3% | 132,808 | 2.5% | ETF |
AAPL Apple | $13,364,035 | $4,750,740 ▲ | 55.2% | 65,136 | 2.1% | Computer and Technology |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $12,960,637 | $861,018 ▲ | 7.1% | 95,976 | 2.1% | ETF |
VOO Vanguard S&P 500 ETF | $12,850,587 | $67,028 ▼ | -0.5% | 22,623 | 2.1% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $10,831,393 | $300,210 ▲ | 2.9% | 180,433 | 1.7% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $9,903,049 | $4,163,096 ▼ | -29.6% | 201,979 | 1.6% | ETF |
MUB iShares National Muni Bond ETF | $9,507,868 | $2,079,356 ▼ | -17.9% | 91,002 | 1.5% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $9,144,790 | $574,492 ▲ | 6.7% | 118,287 | 1.5% | Manufacturing |
VYM Vanguard High Dividend Yield ETF | $8,766,999 | $356,471 ▼ | -3.9% | 65,764 | 1.4% | ETF |
JMUB JPMorgan Municipal ETF | $7,252,503 | $1,666,117 ▼ | -18.7% | 146,102 | 1.2% | ETF |
MSFT Microsoft | $6,521,361 | $239,745 ▲ | 3.8% | 13,111 | 1.0% | Computer and Technology |
IEFA iShares Core MSCI EAFE ETF | $6,268,430 | $129,728 ▲ | 2.1% | 75,089 | 1.0% | ETF |
VB Vanguard Small-Cap ETF | $5,143,131 | $280,345 ▲ | 5.8% | 21,703 | 0.8% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $5,108,252 | $2,965,798 ▲ | 138.4% | 85,408 | 0.8% | ETF |
SCHD Schwab US Dividend Equity ETF | $4,895,822 | $251,512 ▼ | -4.9% | 184,748 | 0.8% | ETF |
VO Vanguard Mid-Cap ETF | $4,587,456 | $390,076 ▲ | 9.3% | 16,394 | 0.7% | ETF |
DFAU Dimensional US Core Equity Market ETF | $3,761,144 | $107,510 ▲ | 2.9% | 88,790 | 0.6% | ETF |
HDV iShares Core High Dividend ETF | $3,228,488 | $92,681 ▼ | -2.8% | 27,554 | 0.5% | ETF |
VFMF Vanguard US Multifactor ETF | $3,223,773 | $356,284 ▼ | -10.0% | 23,969 | 0.5% | ETF |
AMZN Amazon.com | $2,905,382 | $305,391 ▲ | 11.7% | 13,243 | 0.5% | Retail/Wholesale |
NVDA NVIDIA | $2,880,632 | $670,352 ▲ | 30.3% | 18,233 | 0.5% | Computer and Technology |
XT iShares Exponential Technologies ETF | $2,642,038 | $347,717 ▼ | -11.6% | 40,491 | 0.4% | Manufacturing |
VLUE iShares MSCI USA Value Factor ETF | $2,512,583 | $57,737 ▼ | -2.2% | 22,194 | 0.4% | ETF |
JPM JPMorgan Chase & Co. | $2,499,537 | $241,778 ▲ | 10.7% | 8,622 | 0.4% | Finance |
SPY SPDR S&P 500 ETF Trust | $2,477,579 | | 0.0% | 4,010 | 0.4% | Finance |
META Meta Platforms | $2,347,864 | $363,878 ▲ | 18.3% | 3,181 | 0.4% | Computer and Technology |
VEU Vanguard FTSE All-World ex-US ETF | $2,158,098 | | 0.0% | 32,105 | 0.3% | ETF |
XLK Technology Select Sector SPDR Fund | $2,112,445 | | 0.0% | 8,342 | 0.3% | ETF |
V Visa | $2,095,281 | $194,580 ▲ | 10.2% | 5,901 | 0.3% | Business Services |
VWO Vanguard FTSE Emerging Markets ETF | $2,086,859 | $370,454 ▲ | 21.6% | 42,193 | 0.3% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $1,943,015 | $358,422 ▲ | 22.6% | 34,082 | 0.3% | ETF |
GOOGL Alphabet | $1,865,395 | $40,004 ▲ | 2.2% | 10,585 | 0.3% | Computer and Technology |
COST Costco Wholesale | $1,768,363 | $81,190 ▲ | 4.8% | 1,786 | 0.3% | Retail/Wholesale |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $1,695,646 | $3,853 ▲ | 0.2% | 67,341 | 0.3% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $1,682,286 | $141,912 ▼ | -7.8% | 33,465 | 0.3% | Manufacturing |
BRK.B Berkshire Hathaway | $1,675,421 | $93,754 ▲ | 5.9% | 3,449 | 0.3% | Finance |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $1,647,185 | $204,670 ▲ | 14.2% | 67,925 | 0.3% | ETF |
PG Procter & Gamble | $1,613,949 | $75,519 ▲ | 4.9% | 10,130 | 0.3% | Consumer Staples |
IWD iShares Russell 1000 Value ETF | $1,521,889 | | 0.0% | 7,836 | 0.2% | ETF |
GOOG Alphabet | $1,464,887 | $264,489 ▲ | 22.0% | 8,258 | 0.2% | Computer and Technology |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $1,239,839 | $348,153 ▲ | 39.0% | 48,774 | 0.2% | ETF |
TSLA Tesla | $1,186,778 | $186,784 ▲ | 18.7% | 3,736 | 0.2% | Auto/Tires/Trucks |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $1,124,563 | $94,482 ▲ | 9.2% | 46,336 | 0.2% | ETF |
TT Trane Technologies | $1,072,967 | $59,488 ▲ | 5.9% | 2,453 | 0.2% | Construction |
SGOV iShares 0-3 Month Treasury Bond ETF | $1,053,496 | $543,412 ▲ | 106.5% | 10,463 | 0.2% | ETF |
NEE NextEra Energy | $1,048,296 | $65,670 ▲ | 6.7% | 15,101 | 0.2% | Utilities |
AVGO Broadcom | $1,033,779 | $25,086 ▲ | 2.5% | 3,750 | 0.2% | Computer and Technology |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $975,748 | $975,748 ▲ | New Holding | 41,824 | 0.2% | ETF |
JNJ Johnson & Johnson | $865,559 | $31,311 ▲ | 3.8% | 5,667 | 0.1% | Medical |
FBND Fidelity Total Bond ETF | $834,480 | $591,776 ▲ | 243.8% | 18,240 | 0.1% | ETF |
WMT Walmart | $825,752 | $63,166 ▲ | 8.3% | 8,445 | 0.1% | Retail/Wholesale |
HD Home Depot | $825,062 | $27,135 ▲ | 3.4% | 2,250 | 0.1% | Retail/Wholesale |
IUSB iShares Core Total USD Bond Market ETF | $823,449 | $486,895 ▲ | 144.7% | 17,812 | 0.1% | Manufacturing |
GILD Gilead Sciences | $784,627 | $25,278 ▲ | 3.3% | 7,077 | 0.1% | Medical |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | $753,990 | $246,641 ▲ | 48.6% | 34,303 | 0.1% | ETF |
MA Mastercard | $745,132 | $124,751 ▲ | 20.1% | 1,326 | 0.1% | Business Services |
LLY Eli Lilly and Company | $722,494 | $38,190 ▲ | 5.6% | 927 | 0.1% | Medical |
LRGF iShares U.S. Equity Factor ETF | $719,410 | $322,317 ▲ | 81.2% | 11,218 | 0.1% | ETF |
IBDW iShares iBonds Dec 2031 Term Corporate ETF | $698,233 | $698,233 ▲ | New Holding | 33,186 | 0.1% | ETF |
MCD McDonald's | $694,208 | $64,279 ▲ | 10.2% | 2,376 | 0.1% | Retail/Wholesale |
GLD SPDR Gold Shares | $584,969 | $3,048 ▲ | 0.5% | 1,919 | 0.1% | Finance |
QUAL iShares MSCI USA Quality Factor ETF | $566,194 | $566,194 ▲ | New Holding | 3,097 | 0.1% | ETF |
CVX Chevron | $560,302 | $67,872 ▲ | 13.8% | 3,913 | 0.1% | Energy |
PM Philip Morris International | $515,306 | $132,606 ▲ | 34.7% | 2,829 | 0.1% | Consumer Staples |
VT Vanguard Total World Stock ETF | $513,437 | | 0.0% | 3,995 | 0.1% | ETF |
AXP American Express | $510,049 | $55,821 ▲ | 12.3% | 1,599 | 0.1% | Finance |
PEP PepsiCo | $498,207 | $54,535 ▲ | 12.3% | 3,773 | 0.1% | Consumer Staples |
QQQ Invesco QQQ | $496,476 | $77,230 ▼ | -13.5% | 900 | 0.1% | Finance |
RTX RTX | $479,969 | $61,621 ▲ | 14.7% | 3,287 | 0.1% | Aerospace |
MO Altria Group | $464,587 | $68,128 ▲ | 17.2% | 7,924 | 0.1% | Consumer Staples |
DFUS Dimensional U.S. Equity ETF | $447,962 | | 0.0% | 6,684 | 0.1% | ETF |
ABBV AbbVie | $444,189 | $33,968 ▲ | 8.3% | 2,393 | 0.1% | Medical |
IBM International Business Machines | $435,980 | $100,815 ▲ | 30.1% | 1,479 | 0.1% | Computer and Technology |
AVUS Avantis U.S. Equity ETF | $426,368 | | 0.0% | 4,229 | 0.1% | ETF |
DE Deere & Company | $410,351 | $16,272 ▲ | 4.1% | 807 | 0.1% | Industrials |
IVE iShares S&P 500 Value ETF | $398,852 | $398,852 ▲ | New Holding | 2,041 | 0.1% | ETF |
MRK Merck & Co., Inc. | $383,609 | $26,677 ▲ | 7.5% | 4,846 | 0.1% | Medical |
COWZ Pacer US Cash Cows 100 ETF | $379,915 | $11,902 ▼ | -3.0% | 6,895 | 0.1% | ETF |
DUK Duke Energy | $374,833 | $26,782 ▲ | 7.7% | 3,177 | 0.1% | Utilities |
DIS Walt Disney | $373,022 | $6,697 ▼ | -1.8% | 3,008 | 0.1% | Consumer Discretionary |
CSCO Cisco Systems | $366,579 | $26,501 ▲ | 7.8% | 5,284 | 0.1% | Computer and Technology |
JEPI JPMorgan Equity Premium Income ETF | $366,512 | $1,718,348 ▼ | -82.4% | 6,447 | 0.1% | ETF |
ACN Accenture | $359,167 | $58,566 ▲ | 19.5% | 1,202 | 0.1% | Computer and Technology |
ESGV Vanguard ESG U.S. Stock ETF | $355,234 | | 0.0% | 3,240 | 0.1% | ETF |
AMAT Applied Materials | $347,833 | $43,021 ▲ | 14.1% | 1,900 | 0.1% | Computer and Technology |
XOM Exxon Mobil | $347,008 | $124,186 ▲ | 55.7% | 3,219 | 0.1% | Energy |
HON Honeywell International | $331,290 | | 0.0% | 1,423 | 0.1% | Multi-Sector Conglomerates |
CAT Caterpillar | $328,426 | $24,457 ▲ | 8.0% | 846 | 0.1% | Industrials |
