ITOT iShares Core S&P Total U.S. Stock Market ETF | $70,527,411 | $2,191,692 â–² | 3.2% | 429,338 | 10.7% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $39,484,836 | $28,231 â–¼ | -0.1% | 1,134,296 | 6.0% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $23,049,483 | $132,010 â–¼ | -0.6% | 681,131 | 3.5% | ETF |
BSVO EA Bridgeway Omni Small-Cap Value ETF | $22,770,710 | $29,365 â–² | 0.1% | 780,094 | 3.4% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $20,404,367 | $851,553 â–² | 4.4% | 345,954 | 3.1% | ETF |
AVDV Avantis International Small Cap Value ETF | $19,865,182 | $47,506 â–¼ | -0.2% | 192,772 | 3.0% | ETF |
SCHD Schwab US Dividend Equity ETF | $19,540,523 | $123,764 â–¼ | -0.6% | 616,226 | 3.0% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $16,607,005 | $315,866 â–² | 1.9% | 347,791 | 2.5% | ETF |
DUHP Dimensional US High Profitability ETF | $15,829,483 | $757,483 â–² | 5.0% | 379,331 | 2.4% | ETF |
VTI Vanguard Total Stock Market ETF | $15,818,840 | $683,094 â–¼ | -4.1% | 42,749 | 2.4% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $15,169,977 | $67,259 â–¼ | -0.4% | 373,277 | 2.3% | ETF |
IDOG ALPS International Sector Dividend Dogs ETF | $14,029,616 | $42,127 â–¼ | -0.3% | 340,690 | 2.1% | ETF |
DFNM Dimensional National Municipal Bond ETF | $13,190,574 | $1,217,462 â–² | 10.2% | 272,899 | 2.0% | ETF |
SCHF Schwab International Equity ETF | $12,657,939 | $914 â–¼ | 0.0% | 456,965 | 1.9% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $11,934,995 | $508,158 â–² | 4.4% | 134,086 | 1.8% | ETF |
DIHP Dimensional International High Profitability ETF | $11,815,442 | $567,567 â–² | 5.0% | 346,240 | 1.8% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $11,589,183 | $621,195 â–² | 5.7% | 230,722 | 1.8% | Manufacturing |
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF | $10,178,664 | $132,593 â–¼ | -1.3% | 400,105 | 1.5% | ETF |
EFV iShares MSCI EAFE Value ETF | $8,916,216 | $138,019 â–² | 1.6% | 116,476 | 1.3% | ETF |
AVGO Broadcom | $7,752,362 | $31,354 â–² | 0.4% | 20,522 | 1.2% | Computer and Technology |
CWI SPDR MSCI ACWI ex-US ETF | $7,230,069 | $21,758 â–¼ | -0.3% | 177,774 | 1.1% | ETF |
NVDA NVIDIA | $7,094,779 | $1,242,957 â–¼ | -14.9% | 35,458 | 1.1% | Computer and Technology |
AAPL Apple | $7,026,619 | $102,435 â–² | 1.5% | 24,283 | 1.1% | Computer and Technology |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $6,906,940 | | 0.0% | 76,076 | 1.0% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $6,481,811 | $26,923 â–² | 0.4% | 78,245 | 1.0% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $5,954,390 | $17,283 â–² | 0.3% | 105,425 | 0.9% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $5,765,298 | $205,730 â–¼ | -3.4% | 46,211 | 0.9% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $5,577,885 | $43,320 â–² | 0.8% | 78,286 | 0.8% | ETF |
VIG Vanguard Dividend Appreciation ETF | $5,289,167 | $44,485 â–² | 0.8% | 22,353 | 0.8% | ETF |
FMB First Trust Managed Municipal ETF | $5,010,804 | $128,058 â–¼ | -2.5% | 97,549 | 0.8% | Manufacturing |
GOOGL Alphabet | $4,353,345 | $21,799 â–² | 0.5% | 12,182 | 0.7% | Computer and Technology |
IWP iShares Russell Mid-Cap Growth ETF | $4,251,624 | $25,622 â–¼ | -0.6% | 29,039 | 0.6% | ETF |
AMZN Amazon.com | $4,069,974 | $131,328 â–² | 3.3% | 17,076 | 0.6% | Retail/Wholesale |
JPM JPMorgan Chase & Co. | $3,989,951 | $53,356 â–² | 1.4% | 12,189 | 0.6% | Finance |
IWS iShares Russell Mid-Cap Value ETF | $3,900,355 | $78,679 â–¼ | -2.0% | 23,696 | 0.6% | ETF |
MSFT Microsoft | $3,898,545 | $131,680 â–² | 3.5% | 10,451 | 0.6% | Computer and Technology |
AVEM Avantis Emerging Markets Equity ETF | $3,826,307 | $675 â–¼ | 0.0% | 39,655 | 0.6% | ETF |
IDV iShares International Select Dividend ETF | $3,800,456 | $96,035 â–² | 2.6% | 91,732 | 0.6% | ETF |
MMIT NYLI MacKay Shields Municipal Intermediate ETF | $3,746,177 | $514,394 â–¼ | -12.1% | 153,847 | 0.6% | ETF |
EWX SPDR S&P Emerging Markets SmallCap ETF | $3,600,830 | $141,997 â–² | 4.1% | 48,460 | 0.5% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $3,216,581 | $608 â–¼ | 0.0% | 52,913 | 0.5% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $3,148,134 | $16,391 â–² | 0.5% | 55,699 | 0.5% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $3,113,566 | $14,684 â–² | 0.5% | 52,162 | 0.5% | ETF |
OUSM ALPS O'Shares U.S. Small-Cap Quality Dividend ETF | $3,093,885 | $34,214 â–¼ | -1.1% | 65,107 | 0.5% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $3,042,659 | $98,464 â–¼ | -3.1% | 131,546 | 0.5% | ETF |
IWN iShares Russell 2000 Value ETF | $2,996,347 | $8,627 â–² | 0.3% | 13,546 | 0.5% | ETF |
IWF iShares Russell 1000 Growth ETF | $2,977,100 | $2,236,923 â–² | 302.2% | 23,976 | 0.4% | ETF |
HD Home Depot | $2,903,636 | $33,858 â–² | 1.2% | 8,233 | 0.4% | Retail/Wholesale |
VXUS Vanguard Total International Stock ETF | $2,820,088 | $20,689 â–¼ | -0.7% | 32,987 | 0.4% | ETF |
DISV Dimensional International Small Cap Value ETF | $2,818,651 | $241 â–² | 0.0% | 70,238 | 0.4% | ETF |
TXN Texas Instruments | $2,754,985 | $5,365 â–² | 0.2% | 9,243 | 0.4% | Computer and Technology |
PGIM ETF TR
| $2,744,908 | $42,766 â–² | 1.6% | 39,409 | 0.4% | JENNISON INT OPP |
META Meta Platforms | $2,735,398 | $81,116 â–² | 3.1% | 4,856 | 0.4% | Computer and Technology |
DFSV Dimensional US Small Cap Value ETF | $2,711,751 | $112,647 â–¼ | -4.0% | 69,908 | 0.4% | ETF |
VOO Vanguard S&P 500 ETF | $2,642,946 | $242,453 â–² | 10.1% | 3,848 | 0.4% | ETF |
MRK Merck & Co., Inc. | $2,642,156 | $57,695 â–² | 2.2% | 20,562 | 0.4% | Medical |
BRK.B Berkshire Hathaway | $2,584,514 | $70,555 â–² | 2.8% | 5,165 | 0.4% | Finance |
TIDAL TRUST I
| $2,540,256 | $454,710 â–² | 21.8% | 83,178 | 0.4% | UNLIMITED HFGM |
V Visa | $2,511,879 | $59,700 â–² | 2.4% | 7,321 | 0.4% | Business Services |
KO CocaCola | $2,450,804 | $70,218 â–² | 2.9% | 30,156 | 0.4% | Consumer Staples |
HYD VanEck High Yield Muni ETF | $2,445,489 | $144,743 â–¼ | -5.6% | 47,476 | 0.4% | ETF |
CSCO Cisco Systems | $2,404,167 | $121,806 â–² | 5.3% | 20,468 | 0.4% | Computer and Technology |
SLYV SPDR S&P 600 Small Cap Value ETF | $2,368,552 | $2,946 â–² | 0.1% | 21,708 | 0.4% | ETF |
TSLA Tesla | $2,333,406 | $57,200 â–² | 2.5% | 5,548 | 0.4% | Auto/Tires/Trucks |
JMUB JPMorgan Municipal ETF | $2,320,509 | $35,914 â–¼ | -1.5% | 45,810 | 0.4% | ETF |
ABBV AbbVie | $2,271,905 | $57,376 â–² | 2.6% | 9,028 | 0.3% | Medical |
SLYG SPDR S&P 600 Small Cap Growth ETF | $2,260,533 | $596 â–² | 0.0% | 18,975 | 0.3% | ETF |
AMD Advanced Micro Devices | $2,253,350 | $123,153 â–¼ | -5.2% | 3,879 | 0.3% | Computer and Technology |
AMGN Amgen | $2,223,069 | $49,249 â–² | 2.3% | 6,139 | 0.3% | Medical |
QUAL iShares MSCI USA Quality Factor ETF | $2,083,169 | $658 â–² | 0.0% | 9,494 | 0.3% | ETF |
CVX Chevron | $2,052,120 | $38,954 â–² | 1.9% | 12,380 | 0.3% | Energy |
GE GE Aerospace | $1,951,829 | $544,479 â–² | 38.7% | 5,223 | 0.3% | Aerospace |
IBM International Business Machines | $1,947,711 | $2,250 â–² | 0.1% | 6,926 | 0.3% | Computer and Technology |
XOM ExxonMobil | $1,878,576 | $2,734 â–² | 0.1% | 13,740 | 0.3% | Energy |
VOT Vanguard Mid-Cap Growth ETF | $1,877,094 | | 0.0% | 6,128 | 0.3% | ETF |
LAM RESEARCH CORP
| $1,842,522 | $73,233 â–¼ | -3.8% | 4,252 | 0.3% | COM NEW |
MO Altria Group | $1,814,427 | $20,937 â–² | 1.2% | 25,218 | 0.3% | Consumer Staples |
VUG Vanguard Growth ETF | $1,763,718 | $1,467,224 â–² | 494.9% | 20,475 | 0.3% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $1,754,100 | | 0.0% | 47,614 | 0.3% | ETF |
NFLX Netflix | $1,732,854 | $41,768 â–² | 2.5% | 24,270 | 0.3% | Consumer Discretionary |
LLY Eli Lilly and Company | $1,677,620 | $37,174 â–² | 2.3% | 1,399 | 0.3% | Medical |
CAT Caterpillar | $1,671,901 | $7,454 â–² | 0.4% | 1,570 | 0.3% | Industrials |
ORCL Oracle | $1,478,063 | $34,292 â–² | 2.4% | 10,086 | 0.2% | Computer and Technology |
MUB iShares National Muni Bond ETF | $1,439,418 | $44,447 â–¼ | -3.0% | 13,375 | 0.2% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $1,393,708 | $13,914 â–¼ | -1.0% | 14,925 | 0.2% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $1,338,480 | $24,830 â–² | 1.9% | 17,358 | 0.2% | ETF |
BAC Bank of America | $1,232,999 | $7,350 â–¼ | -0.6% | 21,639 | 0.2% | Finance |
TGT Target | $1,228,719 | $39,312 â–² | 3.3% | 9,408 | 0.2% | Retail/Wholesale |
ALLSPRING EXCHANGE TRADED FU
| $1,226,762 | $910 â–² | 0.1% | 49,871 | 0.2% | CORE PLUS ETF |
WALMART INC
| $1,171,905 | $14,837 â–² | 1.3% | 10,347 | 0.2% | COM |
BLACKROCK INC
| $1,165,223 | $961 â–² | 0.1% | 1,212 | 0.2% | COM |
EVERUS CONSTR GROUP
| $1,158,663 | $28,046 â–² | 2.5% | 6,982 | 0.2% | COM |
VLO Valero Energy | $1,144,398 | $2,604 â–² | 0.2% | 4,394 | 0.2% | Energy |
PG Procter & Gamble | $1,130,097 | $9,824 â–² | 0.9% | 7,707 | 0.2% | Consumer Staples |
TSM Taiwan Semiconductor Manufacturing | $1,124,677 | $17,670 â–² | 1.6% | 2,355 | 0.2% | Computer and Technology |
MDYV SPDR S&P 400 Mid Cap Value ETF | $1,104,078 | $18,401 â–¼ | -1.6% | 11,640 | 0.2% | ETF |
MU Micron Technology | $1,095,421 | $78,492 â–¼ | -6.7% | 949 | 0.2% | Computer and Technology |
LMT Lockheed Martin | $1,094,194 | $3,056 â–² | 0.3% | 2,148 | 0.2% | Aerospace |
COP ConocoPhillips | $1,065,527 | $77,973 â–² | 7.9% | 10,249 | 0.2% | Energy |
SPTL SPDR Portfolio Long Term Treasury ETF | $1,043,088 | $73,654 â–¼ | -6.6% | 39,767 | 0.2% | ETF |
