VOO Vanguard S&P 500 ETF | $363,143,038 | $24,771,204 ▲ | 7.3% | 639,303 | 3.8% | ETF |
AAPL Apple | $335,153,713 | $7,075,491 ▼ | -2.1% | 1,633,542 | 3.5% | Computer and Technology |
NVDA NVIDIA | $290,195,440 | $4,417,401 ▼ | -1.5% | 1,836,796 | 3.0% | Computer and Technology |
MSFT Microsoft | $276,928,043 | $4,147,902 ▼ | -1.5% | 556,740 | 2.9% | Computer and Technology |
LII Lennox International | $241,880,913 | $1,746,662 ▼ | -0.7% | 421,954 | 2.5% | Construction |
IVV iShares Core S&P 500 ETF | $177,239,703 | $5,982,995 ▼ | -3.3% | 285,456 | 1.8% | ETF |
VO Vanguard Mid-Cap ETF | $166,597,866 | $2,264,384 ▼ | -1.3% | 595,354 | 1.7% | ETF |
VTV Vanguard Value ETF | $161,073,701 | $8,171,217 ▲ | 5.3% | 911,360 | 1.7% | ETF |
BRK.B Berkshire Hathaway | $150,872,049 | $4,345,703 ▼ | -2.8% | 310,583 | 1.6% | Finance |
SCHX Schwab US Large-Cap ETF | $147,691,846 | $1,279,214 ▲ | 0.9% | 6,043,038 | 1.5% | ETF |
VUG Vanguard Growth ETF | $142,454,273 | $5,369,090 ▲ | 3.9% | 324,941 | 1.5% | ETF |
AMZN Amazon.com | $125,485,945 | $4,318,250 ▲ | 3.6% | 571,977 | 1.3% | Retail/Wholesale |
JPM JPMorgan Chase & Co. | $109,698,758 | $280,633 ▲ | 0.3% | 378,389 | 1.1% | Finance |
SCHG Schwab U.S. Large-Cap Growth ETF | $106,650,219 | $240,223 ▲ | 0.2% | 3,651,154 | 1.1% | ETF |
SPY SPDR S&P 500 ETF Trust | $102,528,407 | $8,509,640 ▼ | -7.7% | 165,944 | 1.1% | Finance |
AGG iShares Core U.S. Aggregate Bond ETF | $99,205,311 | $7,279,888 ▲ | 7.9% | 1,000,054 | 1.0% | Finance |
VTI Vanguard Total Stock Market ETF | $97,854,699 | $1,773,125 ▲ | 1.8% | 321,965 | 1.0% | ETF |
META Meta Platforms | $97,207,821 | $8,437,835 ▲ | 9.5% | 131,702 | 1.0% | Computer and Technology |
BND Vanguard Total Bond Market ETF | $94,684,443 | $3,126,846 ▲ | 3.4% | 1,285,949 | 1.0% | ETF |
IWF iShares Russell 1000 Growth ETF | $92,055,759 | $926,434 ▲ | 1.0% | 216,816 | 1.0% | ETF |
GOOGL Alphabet | $86,140,536 | $5,547,721 ▼ | -6.1% | 488,796 | 0.9% | Computer and Technology |
QQQ Invesco QQQ | $82,702,566 | $178,732 ▼ | -0.2% | 149,921 | 0.9% | Finance |
V Visa | $80,032,645 | $8,033,728 ▼ | -9.1% | 225,412 | 0.8% | Business Services |
VONG Vanguard Russell 1000 Growth ETF | $80,017,107 | $13,945,503 ▼ | -14.8% | 732,757 | 0.8% | ETF |
AVGO Broadcom | $69,829,908 | $262,695 ▲ | 0.4% | 253,328 | 0.7% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $65,503,346 | $672,262 ▲ | 1.0% | 1,148,980 | 0.7% | ETF |
MUB iShares National Muni Bond ETF | $65,034,624 | $2,937,351 ▼ | -4.3% | 622,460 | 0.7% | ETF |
CVX Chevron | $64,870,581 | $5,881,249 ▲ | 10.0% | 453,038 | 0.7% | Energy |
DDS Dillard's | $63,770,971 | $1,253 ▲ | 0.0% | 152,624 | 0.7% | Retail/Wholesale |
IBM International Business Machines | $61,314,934 | $1,365,423 ▼ | -2.2% | 208,002 | 0.6% | Computer and Technology |
DFUV Dimensional US Marketwide Value ETF | $58,123,177 | $389,568 ▲ | 0.7% | 1,374,720 | 0.6% | ETF |
VIG Vanguard Dividend Appreciation ETF | $57,067,750 | $132,831 ▼ | -0.2% | 278,828 | 0.6% | ETF |
PG Procter & Gamble | $56,487,909 | $4,077,002 ▼ | -6.7% | 354,556 | 0.6% | Consumer Staples |
EFG iShares MSCI EAFE Growth ETF | $54,915,308 | $2,539,041 ▲ | 4.8% | 490,315 | 0.6% | ETF |
EFV iShares MSCI EAFE Value ETF | $54,534,582 | $723,291 ▼ | -1.3% | 859,083 | 0.6% | ETF |
HD Home Depot | $54,371,768 | $2,186,647 ▼ | -3.9% | 148,297 | 0.6% | Retail/Wholesale |
VGSH Vanguard Short-Term Treasury ETF | $51,646,609 | $19,001,742 ▲ | 58.2% | 878,643 | 0.5% | ETF |
XOM Exxon Mobil | $49,994,044 | $372,772 ▲ | 0.8% | 463,767 | 0.5% | Energy |
SCHM Schwab U.S. Mid-Cap ETF | $45,122,607 | $379,657 ▲ | 0.8% | 1,608,649 | 0.5% | ETF |
AJG Arthur J. Gallagher & Co. | $44,855,671 | $89,634 ▼ | -0.2% | 140,121 | 0.5% | Finance |
JNJ Johnson & Johnson | $44,099,304 | $4,523,088 ▼ | -9.3% | 288,702 | 0.5% | Medical |
WMT Walmart | $43,055,449 | $2,688,264 ▼ | -5.9% | 440,330 | 0.4% | Retail/Wholesale |
PANW Palo Alto Networks | $42,436,332 | $893,457 ▲ | 2.2% | 207,371 | 0.4% | Computer and Technology |
IEFA iShares Core MSCI EAFE ETF | $41,107,993 | $695,222 ▲ | 1.7% | 492,429 | 0.4% | ETF |
FTNT Fortinet | $39,707,375 | $421,929 ▲ | 1.1% | 375,590 | 0.4% | Computer and Technology |
IWB iShares Russell 1000 ETF | $39,555,082 | $361,981 ▲ | 0.9% | 116,486 | 0.4% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $39,405,793 | $5,426,212 ▼ | -12.1% | 1,099,492 | 0.4% | ETF |
SCHF Schwab International Equity ETF | $38,896,537 | $6,050,296 ▲ | 18.4% | 1,760,024 | 0.4% | ETF |
GLD SPDR Gold Shares | $36,672,666 | $26,215 ▲ | 0.1% | 120,305 | 0.4% | Finance |
SCHD Schwab US Dividend Equity ETF | $36,298,838 | $1,634,971 ▲ | 4.7% | 1,369,767 | 0.4% | ETF |
COST Costco Wholesale | $35,863,160 | $931,524 ▲ | 2.7% | 36,228 | 0.4% | Retail/Wholesale |
ORCL Oracle | $35,647,658 | $6,397,995 ▼ | -15.2% | 163,050 | 0.4% | Computer and Technology |
LLY Eli Lilly and Company | $35,256,253 | $26,653,440 ▼ | -43.1% | 45,228 | 0.4% | Medical |
DBEF Xtrackers MSCI EAFE Hedged Equity ETF | $35,074,530 | $1,445,105 ▲ | 4.3% | 801,704 | 0.4% | ETF |
CAT Caterpillar | $32,941,625 | $1,125,811 ▲ | 3.5% | 84,855 | 0.3% | Industrials |
PALANTIR TECHNOLOGIES INC
| $32,640,437 | $366,973 ▼ | -1.1% | 239,440 | 0.3% | CL A |
ABT Abbott Laboratories | $32,563,593 | $2,182,549 ▲ | 7.2% | 239,421 | 0.3% | Medical |
WFC Wells Fargo & Company | $32,427,043 | $448,512 ▲ | 1.4% | 404,731 | 0.3% | Finance |
GOOG Alphabet | $32,413,036 | $639,845 ▲ | 2.0% | 182,722 | 0.3% | Computer and Technology |
DUHP Dimensional US High Profitability ETF | $32,198,204 | $1,087,710 ▲ | 3.5% | 905,461 | 0.3% | ETF |
VONE Vanguard Russell 1000 ETF | $32,083,163 | $497,964 ▼ | -1.5% | 114,232 | 0.3% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $31,784,600 | $2,488,462 ▲ | 8.5% | 298,896 | 0.3% | ETF |
MCD McDonald's | $31,075,606 | $50,546 ▼ | -0.2% | 106,361 | 0.3% | Retail/Wholesale |
PEP PepsiCo | $30,837,812 | $766,228 ▼ | -2.4% | 233,549 | 0.3% | Consumer Staples |
IVW iShares S&P 500 Growth ETF | $30,798,420 | $26,754 ▲ | 0.1% | 279,731 | 0.3% | ETF |
VYM Vanguard High Dividend Yield ETF | $30,417,453 | $702,810 ▼ | -2.3% | 228,171 | 0.3% | ETF |
AMD Advanced Micro Devices | $30,226,985 | $2,935,487 ▼ | -8.9% | 213,016 | 0.3% | Computer and Technology |
RSP Invesco S&P 500 Equal Weight ETF | $30,073,606 | $762,399 ▼ | -2.5% | 165,476 | 0.3% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $29,972,952 | $917,192 ▼ | -3.0% | 221,956 | 0.3% | ETF |
MGK Vanguard Mega Cap Growth ETF | $29,516,209 | $659,106 ▼ | -2.2% | 80,608 | 0.3% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $29,397,216 | $2,370,738 ▲ | 8.8% | 1,062,422 | 0.3% | ETF |
DFIV Dimensional International Value ETF | $27,725,417 | $247,386 ▲ | 0.9% | 647,336 | 0.3% | ETF |
RTX RTX | $27,513,507 | $5,835,977 ▼ | -17.5% | 188,423 | 0.3% | Aerospace |
MGV Vanguard Mega Cap Value ETF | $26,731,032 | $78,064 ▲ | 0.3% | 203,743 | 0.3% | ETF |
SNOW Snowflake | $26,683,454 | $1,010,545 ▲ | 3.9% | 119,245 | 0.3% | Computer and Technology |
DIS Walt Disney | $26,053,433 | $12,981,391 ▼ | -33.3% | 210,091 | 0.3% | Consumer Discretionary |
DFCF Dimensional Core Fixed Income ETF | $25,762,855 | $34,865 ▲ | 0.1% | 609,627 | 0.3% | ETF |
MA Mastercard | $25,393,486 | $1,106,459 ▼ | -4.2% | 45,189 | 0.3% | Business Services |
AXP American Express | $25,257,563 | $434,771 ▲ | 1.8% | 79,182 | 0.3% | Finance |
VTEB Vanguard Tax-Exempt Bond ETF | $25,250,201 | $1,821,366 ▲ | 7.8% | 514,995 | 0.3% | ETF |
DFLV Dimensional US Large Cap Value ETF | $25,026,855 | $588,605 ▲ | 2.4% | 806,797 | 0.3% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $25,005,345 | $21,199 ▼ | -0.1% | 585,057 | 0.3% | ETF |
CSCO Cisco Systems | $24,992,795 | $2,914 ▲ | 0.0% | 360,231 | 0.3% | Computer and Technology |
ADP Automatic Data Processing | $24,946,567 | $397,837 ▼ | -1.6% | 80,890 | 0.3% | Computer and Technology |
LOW Lowe's Companies | $24,706,918 | $710,869 ▼ | -2.8% | 111,358 | 0.3% | Retail/Wholesale |
AMGN Amgen | $24,565,151 | $1,331,272 ▼ | -5.1% | 87,981 | 0.3% | Medical |
VOE Vanguard Mid-Cap Value ETF | $24,476,936 | $1,991,942 ▲ | 8.9% | 148,832 | 0.3% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $24,444,559 | $561,451 ▼ | -2.2% | 429,983 | 0.3% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $24,211,452 | $90,611 ▲ | 0.4% | 390,381 | 0.3% | ETF |
T AT&T | $24,110,591 | $32,152 ▼ | -0.1% | 833,123 | 0.3% | Computer and Technology |
DFUS Dimensional U.S. Equity ETF | $23,743,204 | $303,199 ▲ | 1.3% | 354,270 | 0.2% | ETF |
LMT Lockheed Martin | $23,737,588 | $1,082,350 ▲ | 4.8% | 51,254 | 0.2% | Aerospace |
ABBV AbbVie | $23,639,548 | $773,847 ▲ | 3.4% | 127,355 | 0.2% | Medical |
VOT Vanguard Mid-Cap Growth ETF | $23,629,032 | $625,940 ▲ | 2.7% | 83,087 | 0.2% | ETF |
ABEQ Absolute Select Value ETF | $23,362,953 | $911,335 ▲ | 4.1% | 681,404 | 0.2% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $23,308,802 | $1,016,205 ▲ | 4.6% | 471,266 | 0.2% | ETF |
BAC Bank of America | $22,975,746 | $466,149 ▲ | 2.1% | 485,540 | 0.2% | Finance |
MRK Merck & Co., Inc. | $22,617,578 | $583,330 ▲ | 2.6% | 285,720 | 0.2% | Medical |
VV Vanguard Large-Cap ETF | $22,404,448 | $77,317 ▲ | 0.3% | 78,529 | 0.2% | ETF |
TSLA Tesla | $22,372,815 | $2,709,325 ▲ | 13.8% | 70,430 | 0.2% | Auto/Tires/Trucks |