BRK.B Berkshire Hathaway | $16,404 | $1,370 ▲ | 9.1% | 30,801 | 11.9% | Finance |
DBND DoubleLine Opportunistic Bond ETF | $8,089 | $324 ▲ | 4.2% | 175,201 | 5.9% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $6,808 | $330 ▲ | 5.1% | 98,828 | 4.9% | ETF |
LDUR PIMCO Low Duration Exchange-Traded Fund | $6,127 | $227 ▲ | 3.8% | 63,841 | 4.4% | ETF |
DFAI Dimensional International Core Equity Market ETF | $5,824 | $517 ▲ | 9.7% | 186,481 | 4.2% | ETF |
GLDM SPDR Gold MiniShares Trust | $4,072 | $207 ▲ | 5.4% | 65,799 | 2.9% | Finance |
DFAC Dimensional U.S. Core Equity 2 ETF | $3,558 | $5 ▼ | -0.1% | 107,840 | 2.6% | ETF |
GOOGL Alphabet | $3,485 | $243 ▲ | 7.5% | 22,536 | 2.5% | Computer and Technology |
SCHD Schwab US Dividend Equity ETF | $2,933 | $135 ▲ | 4.8% | 104,885 | 2.1% | ETF |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | $2,824 | $186 ▲ | 7.1% | 58,459 | 2.0% | Finance |
VO Vanguard Mid-Cap ETF | $2,663 | $241 ▲ | 9.9% | 10,297 | 1.9% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $2,637 | $195 ▲ | 8.0% | 25,484 | 1.9% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $2,370 | $173 ▲ | 7.9% | 97,379 | 1.7% | ETF |
BINC iShares Flexible Income Active ETF | $2,277 | $270 ▲ | 13.4% | 43,473 | 1.6% | ETF |
FHLC Fidelity MSCI Health Care Index ETF | $2,225 | $216 ▲ | 10.7% | 32,574 | 1.6% | ETF |
JPIE JPMorgan Income ETF | $2,117 | $189 ▲ | 9.8% | 45,944 | 1.5% | ETF |
DFIV Dimensional International Value ETF | $2,043 | $745 ▲ | 57.4% | 51,901 | 1.5% | ETF |
TCW ETF TRUST
| $2,003 | $2,003 ▲ | New Holding | 51,127 | 1.5% | FLEXIBLE INCOME |
DFAT Dimensional U.S. Targeted Value ETF | $1,963 | $125 ▲ | 6.8% | 38,131 | 1.4% | ETF |
PULS PGIM Ultra Short Bond ETF | $1,698 | $12 ▼ | -0.7% | 34,135 | 1.2% | ETF |
SIMPLIFY EXCHANGE TRADED FUN
| $1,686 | $110 ▲ | 7.0% | 33,633 | 1.2% | MBS ETF |
DGRO iShares Core Dividend Growth ETF | $1,655 | $0 ▲ | 0.0% | 26,794 | 1.2% | ETF |
ONEQ Fidelity NASDAQ Composite Index ETF | $1,649 | | 0.0% | 24,220 | 1.2% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $1,531 | $151 ▲ | 11.0% | 27,786 | 1.1% | Manufacturing |
DFAU Dimensional US Core Equity Market ETF | $1,492 | $30 ▼ | -2.0% | 38,823 | 1.1% | ETF |
IEFA iShares Core MSCI EAFE ETF | $1,477 | $80 ▲ | 5.7% | 19,530 | 1.1% | ETF |
META Meta Platforms | $1,434 | $3 ▲ | 0.2% | 2,488 | 1.0% | Computer and Technology |
IJR iShares Core S&P Small-Cap ETF | $1,376 | $39 ▲ | 2.9% | 13,162 | 1.0% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $1,347 | $137 ▲ | 11.3% | 37,549 | 1.0% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $1,331 | $93 ▲ | 7.5% | 51,412 | 1.0% | ETF |
BCV Bancroft Fund | $1,319 | $156 ▲ | 13.4% | 75,763 | 1.0% | Finance |
FCOM Fidelity MSCI Communication Services Index ETF | $1,308 | $4 ▼ | -0.3% | 23,252 | 0.9% | ETF |
TY Tri-Continental | $1,278 | $1 ▲ | 0.1% | 41,653 | 0.9% | Finance |
JEPI JPMorgan Equity Premium Income ETF | $1,251 | $118 ▼ | -8.6% | 21,900 | 0.9% | ETF |
JPMORGAN CHASE FINL CO LLC
| $1,233 | $141 ▲ | 13.0% | 37,973 | 0.9% | CAL LKD 44 |
ITA iShares U.S. Aerospace & Defense ETF | $1,225 | $41 ▲ | 3.5% | 8,002 | 0.9% | ETF |
AAPL Apple | $1,194 | $47 ▼ | -3.8% | 5,374 | 0.9% | Computer and Technology |
UCON First Trust TCW Unconstrained Plus Bond ETF | $1,019 | $117 ▼ | -10.3% | 41,184 | 0.7% | ETF |
FREL Fidelity MSCI Real Estate Index ETF | $958 | $118 ▲ | 14.1% | 34,874 | 0.7% | ETF |
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | $912 | $5 ▲ | 0.6% | 29,542 | 0.7% | Finance |
SLYV SPDR S&P 600 Small Cap Value ETF | $833 | | 0.0% | 10,619 | 0.6% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $798 | $11 ▲ | 1.4% | 15,702 | 0.6% | ETF |
ITB iShares U.S. Home Construction ETF | $782 | $58 ▲ | 8.0% | 8,215 | 0.6% | ETF |
VANGUARD INSTL INDEX FD
| $773 | $773 ▲ | New Holding | 10,250 | 0.6% | 0-3 MO TREAS BIL |
SPLG SPDR Portfolio S&P 500 ETF | $773 | $33 ▲ | 4.5% | 11,751 | 0.6% | ETF |
TOTL SPDR Doubleline Total Return Tactical ETF | $762 | $151 ▲ | 24.8% | 18,919 | 0.6% | ETF |
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund | $760 | $175 ▲ | 29.9% | 16,987 | 0.6% | ETF |
PYLD PIMCO Multi Sector Bond Active ETF | $726 | $94 ▲ | 14.9% | 27,564 | 0.5% | ETF |
VTI Vanguard Total Stock Market ETF | $718 | $26 ▲ | 3.8% | 2,611 | 0.5% | ETF |
NFJ Virtus Dividend, Interest & Premium Strategy Fund | $717 | $12 ▲ | 1.7% | 59,077 | 0.5% | Financial Services |
MSFT Microsoft | $711 | $21 ▼ | -2.9% | 1,894 | 0.5% | Computer and Technology |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $707 | | 0.0% | 5,798 | 0.5% | ETF |
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF | $674 | $46 ▲ | 7.3% | 20,147 | 0.5% | ETF |
MOAT VanEck Morningstar Wide Moat ETF | $673 | $67 ▼ | -9.1% | 7,643 | 0.5% | ETF |
ECAT BlackRock ESG Capital Allocation Term Trust | $666 | $147 ▼ | -18.1% | 42,245 | 0.5% | |
VOO Vanguard S&P 500 ETF | $655 | $68 ▲ | 11.7% | 1,274 | 0.5% | ETF |
JPM JPMorgan Chase & Co. | $613 | $20 ▼ | -3.2% | 2,501 | 0.4% | Finance |
PM Philip Morris International | $605 | | 0.0% | 3,809 | 0.4% | Consumer Staples |
ICE Intercontinental Exchange | $604 | | 0.0% | 3,500 | 0.4% | Finance |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $594 | $8 ▲ | 1.3% | 5,140 | 0.4% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $579 | $44 ▲ | 8.2% | 11,595 | 0.4% | Manufacturing |
VBR Vanguard Small-Cap Value ETF | $578 | $30 ▲ | 5.5% | 3,104 | 0.4% | ETF |
GSIE Goldman Sachs ActiveBeta International Equity ETF | $566 | | 0.0% | 15,878 | 0.4% | ETF |
VOX Vanguard Communication Services ETF | $558 | $8 ▼ | -1.3% | 3,759 | 0.4% | ETF |
IAU iShares Gold Trust | $539 | $7 ▲ | 1.3% | 9,143 | 0.4% | Finance |
VIG Vanguard Dividend Appreciation ETF | $531 | $116 ▲ | 28.1% | 2,736 | 0.4% | ETF |
VV Vanguard Large-Cap ETF | $503 | | 0.0% | 1,957 | 0.4% | ETF |
FLGB Franklin FTSE United Kingdom ETF | $484 | $58 ▲ | 13.7% | 16,899 | 0.4% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $463 | $62 ▲ | 15.5% | 4,752 | 0.3% | ETF |
BAC Bank of America | $457 | $21 ▼ | -4.5% | 10,945 | 0.3% | Finance |
IVV iShares Core S&P 500 ETF | $447 | | 0.0% | 796 | 0.3% | ETF |
PFE Pfizer | $447 | $28 ▲ | 6.6% | 17,635 | 0.3% | Medical |
VOE Vanguard Mid-Cap Value ETF | $441 | $0 ▲ | 0.0% | 2,745 | 0.3% | ETF |
VGT Vanguard Information Technology ETF | $427 | $39 ▲ | 9.9% | 787 | 0.3% | ETF |
DFNM Dimensional National Municipal Bond ETF | $421 | $2 ▲ | 0.5% | 8,856 | 0.3% | ETF |
PRF Invesco FTSE RAFI US 1000 ETF | $406 | | 0.0% | 10,036 | 0.3% | ETF |
GLD SPDR Gold Shares | $401 | $35 ▲ | 9.7% | 1,391 | 0.3% | Finance |
FNCL Fidelity MSCI Financials Index ETF | $396 | $8 ▲ | 2.0% | 5,693 | 0.3% | ETF |
GGZ The Gabelli Global Small and Mid Cap Value Trust | $364 | $364 ▲ | New Holding | 30,325 | 0.3% | Financial Services |
VNQ Vanguard Real Estate ETF | $362 | $16 ▲ | 4.8% | 4,000 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $355 | | 0.0% | 634 | 0.3% | Finance |
KO Coca-Cola | $353 | $30 ▲ | 9.3% | 4,923 | 0.3% | Consumer Staples |
IBB iShares Biotechnology ETF | $352 | $3 ▲ | 0.8% | 2,751 | 0.3% | Finance |
IEMG iShares Core MSCI Emerging Markets ETF | $326 | $11 ▲ | 3.3% | 6,039 | 0.2% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $311 | | 0.0% | 6,081 | 0.2% | ETF |
ISRG Intuitive Surgical | $299 | | 0.0% | 604 | 0.2% | Medical |
IXUS iShares Core MSCI Total International Stock ETF | $298 | $7 ▲ | 2.3% | 4,264 | 0.2% | Manufacturing |
GS The Goldman Sachs Group | $296 | $66 ▲ | 28.5% | 541 | 0.2% | Finance |
MO Altria Group | $291 | | 0.0% | 4,841 | 0.2% | Consumer Staples |
SCZ iShares MSCI EAFE Small-Cap ETF | $290 | $56 ▼ | -16.1% | 4,561 | 0.2% | ETF |
COF Capital One Financial | $281 | | 0.0% | 1,568 | 0.2% | Finance |
PNI PIMCO New York Municipal Income Fund II | $277 | $116 ▲ | 72.2% | 39,104 | 0.2% | Financial Services |
AMZN Amazon.com | $263 | $3 ▼ | -1.1% | 1,383 | 0.2% | Retail/Wholesale |
STOT SPDR DoubleLine Short Duration Total Return Tactical ETF | $259 | $25 ▼ | -8.7% | 5,473 | 0.2% | ETF |
GOOG Alphabet | $233 | $6 ▲ | 2.5% | 1,491 | 0.2% | Computer and Technology |
SHV iShares Short Treasury Bond ETF | $232 | $6 ▲ | 2.7% | 2,099 | 0.2% | ETF |
J P MORGAN EXCHANGE TRADED F
| $226 | $0 ▲ | 0.1% | 4,231 | 0.2% | ACTIVE BOND ETF |
T AT&T | $207 | $207 ▲ | New Holding | 7,306 | 0.1% | Computer and Technology |
QQQ Invesco QQQ | $201 | | 0.0% | 429 | 0.1% | Finance |
UFEB Innovator U.S. Equity Ultra Buffer ETF - February | $200 | $200 ▲ | New Holding | 6,186 | 0.1% | ETF |
