BRK.B Berkshire Hathaway | $15,140 | $178 ▲ | 1.2% | 31,167 | 10.1% | Finance |
DBND DoubleLine Opportunistic Bond ETF | $8,736 | $634 ▲ | 7.8% | 188,922 | 5.8% | ETF |
DFAI Dimensional International Core Equity Market ETF | $7,449 | $1,002 ▲ | 15.5% | 215,468 | 4.9% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $7,397 | $117 ▼ | -1.6% | 97,283 | 4.9% | ETF |
LDUR PIMCO Low Duration Exchange-Traded Fund | $6,270 | $153 ▲ | 2.5% | 65,433 | 4.2% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $4,265 | $400 ▲ | 10.3% | 118,989 | 2.8% | ETF |
GLDM SPDR Gold MiniShares Trust | $4,187 | $124 ▼ | -2.9% | 63,907 | 2.8% | Finance |
GOOGL Alphabet | $3,959 | $12 ▼ | -0.3% | 22,467 | 2.6% | Computer and Technology |
TCW ETF TRUST
| $3,796 | $1,779 ▲ | 88.2% | 96,235 | 2.5% | FLEXIBLE INCOME |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | $3,384 | $155 ▲ | 4.8% | 61,258 | 2.2% | Finance |
VO Vanguard Mid-Cap ETF | $3,153 | $272 ▲ | 9.4% | 11,268 | 2.1% | ETF |
SCHD Schwab US Dividend Equity ETF | $3,033 | $253 ▲ | 9.1% | 114,440 | 2.0% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $2,822 | $448 ▲ | 18.9% | 115,746 | 1.9% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $2,794 | $172 ▲ | 6.6% | 27,154 | 1.9% | ETF |
DFIV Dimensional International Value ETF | $2,707 | $484 ▲ | 21.8% | 63,204 | 1.8% | ETF |
JPIE JPMorgan Income ETF | $2,335 | $207 ▲ | 9.7% | 50,404 | 1.6% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $2,225 | $167 ▲ | 8.1% | 41,226 | 1.5% | ETF |
BINC iShares Flexible Income Active ETF | $2,176 | $121 ▼ | -5.3% | 41,176 | 1.4% | ETF |
FHLC Fidelity MSCI Health Care Index ETF | $2,100 | $17 ▲ | 0.8% | 32,844 | 1.4% | ETF |
ONEQ Fidelity NASDAQ Composite Index ETF | $1,940 | | 0.0% | 24,220 | 1.3% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $1,893 | $138 ▲ | 7.9% | 29,977 | 1.3% | Manufacturing |
META Meta Platforms | $1,869 | $33 ▲ | 1.8% | 2,533 | 1.2% | Computer and Technology |
SIMPLIFY EXCHANGE TRADED FUN
| $1,782 | $98 ▲ | 5.8% | 35,580 | 1.2% | MBS ETF |
SCHC Schwab International Small-Cap Equity ETF | $1,778 | $179 ▲ | 11.2% | 41,755 | 1.2% | ETF |
DGRO iShares Core Dividend Growth ETF | $1,704 | $10 ▼ | -0.6% | 26,642 | 1.1% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $1,638 | $150 ▲ | 10.0% | 56,577 | 1.1% | ETF |
IEFA iShares Core MSCI EAFE ETF | $1,612 | $19 ▼ | -1.1% | 19,306 | 1.1% | ETF |
PULS PGIM Ultra Short Bond ETF | $1,611 | $87 ▼ | -5.1% | 32,385 | 1.1% | ETF |
ITA iShares U.S. Aerospace & Defense ETF | $1,497 | $12 ▼ | -0.8% | 7,938 | 1.0% | ETF |
DFAU Dimensional US Core Equity Market ETF | $1,450 | $194 ▼ | -11.8% | 34,235 | 1.0% | ETF |
FCOM Fidelity MSCI Communication Services Index ETF | $1,433 | $74 ▼ | -4.9% | 22,107 | 1.0% | ETF |
BCV Bancroft Fund | $1,432 | $0 ▲ | 0.0% | 75,779 | 1.0% | Finance |
FREL Fidelity MSCI Real Estate Index ETF | $1,346 | $403 ▲ | 42.8% | 49,792 | 0.9% | ETF |
TY Tri Continental | $1,314 | $5 ▼ | -0.4% | 41,500 | 0.9% | Finance |
IJR iShares Core S&P Small-Cap ETF | $1,311 | $127 ▼ | -8.8% | 11,998 | 0.9% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $1,136 | $109 ▼ | -8.7% | 19,984 | 0.8% | ETF |
JPMORGAN CHASE FINL CO LLC
| $1,133 | $16 ▼ | -1.4% | 37,442 | 0.8% | CAL LKD 44 |
AAPL Apple | $1,123 | $21 ▲ | 1.9% | 5,474 | 0.7% | Computer and Technology |
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | $1,016 | $2 ▼ | -0.2% | 29,478 | 0.7% | Finance |
MSFT Microsoft | $963 | $21 ▲ | 2.2% | 1,936 | 0.6% | Computer and Technology |
SPLG SPDR Portfolio S&P 500 ETF | $854 | | 0.0% | 11,751 | 0.6% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $835 | $60 ▼ | -6.7% | 14,647 | 0.6% | ETF |
VTI Vanguard Total Stock Market ETF | $794 | | 0.0% | 2,611 | 0.5% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $783 | | 0.0% | 5,798 | 0.5% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $773 | $74 ▼ | -8.8% | 9,687 | 0.5% | ETF |
ITB iShares U.S. Home Construction ETF | $765 | | 0.0% | 8,215 | 0.5% | ETF |
PDN Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF | $758 | $26 ▼ | -3.3% | 19,476 | 0.5% | ETF |
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund | $751 | | 0.0% | 16,987 | 0.5% | ETF |
TOTL SPDR Doubleline Total Return Tactical ETF | $731 | $28 ▼ | -3.6% | 18,232 | 0.5% | ETF |
VOO Vanguard S&P 500 ETF | $724 | | 0.0% | 1,274 | 0.5% | ETF |
NFJ Virtus Dividend, Interest & Premium Strategy Fund | $720 | $12 ▼ | -1.7% | 58,070 | 0.5% | Financial Services |
JPM JPMorgan Chase & Co. | $696 | $29 ▼ | -4.0% | 2,401 | 0.5% | Finance |
PM Philip Morris International | $694 | | 0.0% | 3,809 | 0.5% | Consumer Staples |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $691 | | 0.0% | 5,140 | 0.5% | ETF |
PYLD PIMCO Multi Sector Bond Active ETF | $690 | $42 ▼ | -5.7% | 25,986 | 0.5% | ETF |
MOAT VanEck Morningstar Wide Moat ETF | $688 | $29 ▼ | -4.0% | 7,338 | 0.5% | ETF |
VOX Vanguard Communication Services ETF | $643 | | 0.0% | 3,759 | 0.4% | ETF |
ICE Intercontinental Exchange | $642 | | 0.0% | 3,500 | 0.4% | Finance |
ECAT BlackRock ESG Capital Allocation Term Trust | $625 | $53 ▼ | -7.9% | 38,919 | 0.4% | |
GSIE Goldman Sachs ActiveBeta International Equity ETF | $623 | $7 ▼ | -1.0% | 15,714 | 0.4% | ETF |
VBR Vanguard Small-Cap Value ETF | $590 | $16 ▼ | -2.6% | 3,023 | 0.4% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $583 | | 0.0% | 11,595 | 0.4% | Manufacturing |
VANGUARD INSTL INDEX FD
| $567 | $208 ▼ | -26.8% | 7,500 | 0.4% | 0-3 MO TREAS BIL |
VIG Vanguard Dividend Appreciation ETF | $560 | | 0.0% | 2,736 | 0.4% | ETF |
VV Vanguard Large-Cap ETF | $558 | | 0.0% | 1,957 | 0.4% | ETF |
GGZ The Gabelli Global Small and Mid Cap Value Trust | $558 | $154 ▲ | 38.1% | 41,874 | 0.4% | Financial Services |
BAC Bank of America | $514 | $4 ▼ | -0.7% | 10,865 | 0.3% | Finance |
VGT Vanguard Information Technology ETF | $512 | $10 ▼ | -1.9% | 772 | 0.3% | ETF |
FLGB Franklin FTSE United Kingdom ETF | $501 | $16 ▼ | -3.2% | 16,366 | 0.3% | ETF |
IVV iShares Core S&P 500 ETF | $494 | | 0.0% | 796 | 0.3% | ETF |
IAU iShares Gold Trust | $491 | $79 ▼ | -13.8% | 7,879 | 0.3% | Finance |
IJS iShares S&P Small-Cap 600 Value ETF | $467 | $6 ▼ | -1.2% | 4,696 | 0.3% | ETF |
DFNM Dimensional National Municipal Bond ETF | $430 | $10 ▲ | 2.3% | 9,057 | 0.3% | ETF |
PRF Invesco RAFI US 1000 ETF | $424 | | 0.0% | 10,036 | 0.3% | ETF |
PFE Pfizer | $423 | $5 ▼ | -1.1% | 17,444 | 0.3% | Medical |
FNCL Fidelity MSCI Financials Index ETF | $420 | $1 ▼ | -0.4% | 5,673 | 0.3% | ETF |
VOE Vanguard Mid-Cap Value ETF | $393 | $59 ▼ | -13.0% | 2,388 | 0.3% | ETF |
PNI PIMCO New York Municipal Income Fund II | $388 | $125 ▲ | 47.7% | 57,744 | 0.3% | Financial Services |
GLD SPDR Gold Shares | $387 | $38 ▼ | -8.8% | 1,268 | 0.3% | Finance |
UCON First Trust TCW Unconstrained Plus Bond ETF | $374 | $652 ▼ | -63.6% | 15,007 | 0.2% | ETF |
VNQ Vanguard Real Estate ETF | $356 | | 0.0% | 4,000 | 0.2% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $352 | $10 ▼ | -2.8% | 5,872 | 0.2% | ETF |
KO CocaCola | $348 | | 0.0% | 4,923 | 0.2% | Consumer Staples |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $346 | $346 ▲ | New Holding | 8,114 | 0.2% | ETF |
IBB iShares Biotechnology ETF | $339 | $9 ▼ | -2.5% | 2,682 | 0.2% | Finance |
COF Capital One Financial | $336 | $2 ▲ | 0.7% | 1,579 | 0.2% | Finance |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $331 | | 0.0% | 6,081 | 0.2% | ETF |
ISRG Intuitive Surgical | $328 | | 0.0% | 604 | 0.2% | Medical |
GS The Goldman Sachs Group | $319 | $65 ▼ | -16.8% | 450 | 0.2% | Finance |
IXUS iShares Core MSCI Total International Stock ETF | $318 | $12 ▼ | -3.5% | 4,113 | 0.2% | Manufacturing |
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund | $317 | $317 ▲ | New Holding | 6,173 | 0.2% | ETF |
CAPITAL GROUP NEW GEOGRAPHY
| $310 | $310 ▲ | New Holding | 10,752 | 0.2% | SHS |
AMZN Amazon.com | $310 | $6 ▲ | 2.1% | 1,412 | 0.2% | Retail/Wholesale |
SCZ iShares MSCI EAFE Small-Cap ETF | $293 | $39 ▼ | -11.7% | 4,026 | 0.2% | ETF |
MO Altria Group | $284 | | 0.0% | 4,841 | 0.2% | Consumer Staples |
PALANTIR TECHNOLOGIES INC
| $276 | $276 ▲ | New Holding | 2,026 | 0.2% | CL A |
SPY SPDR S&P 500 ETF Trust | $274 | $118 ▼ | -30.1% | 443 | 0.2% | Finance |
GOOG Alphabet | $244 | $20 ▼ | -7.7% | 1,376 | 0.2% | Computer and Technology |
QQQ Invesco QQQ | $237 | | 0.0% | 429 | 0.2% | Finance |
J P MORGAN EXCHANGE TRADED F
| $227 | $0 ▲ | 0.1% | 4,234 | 0.2% | ACTIVE BOND ETF |
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