ITOT iShares Core S&P Total U.S. Stock Market ETF | $59,250,247 | $1,697,621 â–² | 2.9% | 415,996 | 10.1% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $34,620,778 | $2,855,716 â–¼ | -7.6% | 1,135,107 | 5.9% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $19,954,996 | $3,555,057 â–¼ | -15.1% | 685,032 | 3.4% | ETF |
BSVO EA Bridgeway Omni Small-Cap Value ETF | $19,765,463 | $1,611,705 â–² | 8.9% | 779,088 | 3.4% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $19,741,778 | $1,169,026 â–² | 6.3% | 331,516 | 3.4% | ETF |
AVDV Avantis International Small Cap Value ETF | $19,296,278 | $1,926,103 â–² | 11.1% | 193,233 | 3.3% | ETF |
SCHD Schwab US Dividend Equity ETF | $19,025,550 | $3,155,191 â–¼ | -14.2% | 620,129 | 3.2% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $16,335,492 | $874,432 â–² | 5.7% | 341,176 | 2.8% | ETF |
VTI Vanguard Total Stock Market ETF | $14,306,522 | $3,288,944 â–² | 29.9% | 44,595 | 2.4% | ETF |
IDOG ALPS International Sector Dividend Dogs ETF | $14,233,033 | $15,661 â–¼ | -0.1% | 341,713 | 2.4% | ETF |
DUHP Dimensional US High Profitability ETF | $13,276,940 | $1,474,039 â–² | 12.5% | 361,179 | 2.3% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $12,953,894 | $893,532 â–² | 7.4% | 374,932 | 2.2% | ETF |
DFNM Dimensional National Municipal Bond ETF | $11,872,788 | $2,328,056 â–² | 24.4% | 247,711 | 2.0% | ETF |
SCHF Schwab International Equity ETF | $11,310,703 | $5,677,577 â–¼ | -33.4% | 456,998 | 1.9% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $10,906,832 | $655,144 â–² | 6.4% | 218,355 | 1.9% | Manufacturing |
IDEV iShares Core MSCI International Developed Markets ETF | $10,728,466 | $856,342 â–² | 8.7% | 128,377 | 1.8% | ETF |
DIHP Dimensional International High Profitability ETF | $10,619,970 | $949,942 â–² | 9.8% | 329,608 | 1.8% | ETF |
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF | $10,051,853 | $106,888 â–¼ | -1.1% | 405,317 | 1.7% | ETF |
EFV iShares MSCI EAFE Value ETF | $8,525,903 | $6,097 â–¼ | -0.1% | 114,673 | 1.5% | ETF |
NVDA NVIDIA | $7,267,324 | $1,179,480 â–² | 19.4% | 41,670 | 1.2% | Computer and Technology |
CWI SPDR MSCI ACWI ex-US ETF | $6,524,326 | | 0.0% | 178,309 | 1.1% | ETF |
AVGO Broadcom | $6,326,185 | $182,614 â–² | 3.0% | 20,439 | 1.1% | Computer and Technology |
AAPL Apple | $6,072,859 | $2,036,637 â–² | 50.5% | 23,929 | 1.0% | Computer and Technology |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $6,014,569 | | 0.0% | 76,076 | 1.0% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $5,958,130 | $1,771,642 â–¼ | -22.9% | 105,119 | 1.0% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $5,434,901 | $1,494,598 â–¼ | -21.6% | 77,920 | 0.9% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $5,287,085 | $536,662 â–¼ | -9.2% | 47,860 | 0.9% | ETF |
FMB First Trust Managed Municipal ETF | $5,068,135 | $15,401 â–¼ | -0.3% | 100,042 | 0.9% | Manufacturing |
VEA Vanguard FTSE Developed Markets ETF | $4,977,606 | $17,109 â–² | 0.3% | 77,678 | 0.8% | ETF |
VIG Vanguard Dividend Appreciation ETF | $4,766,805 | $14,624 â–² | 0.3% | 22,165 | 0.8% | ETF |
MMIT NYLI MacKay Shields Municipal Intermediate ETF | $4,217,700 | $84,416 â–¼ | -2.0% | 174,972 | 0.7% | ETF |
IDV iShares International Select Dividend ETF | $3,805,444 | $18,301 â–² | 0.5% | 89,414 | 0.6% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $3,742,954 | $1,087,243 â–¼ | -22.5% | 29,214 | 0.6% | ETF |
MSFT Microsoft | $3,737,968 | $1,200,829 â–² | 47.3% | 10,098 | 0.6% | Computer and Technology |
JPM JPMorgan Chase & Co. | $3,537,458 | $559,181 â–² | 18.8% | 12,026 | 0.6% | Finance |
IWS iShares Russell Mid-Cap Value ETF | $3,523,119 | $1,151,638 â–¼ | -24.6% | 24,174 | 0.6% | ETF |
GOOGL Alphabet | $3,485,389 | $857,185 â–² | 32.6% | 12,121 | 0.6% | Computer and Technology |
AMZN Amazon.com | $3,441,662 | $1,309,602 â–² | 61.4% | 16,525 | 0.6% | Retail/Wholesale |
AVEM Avantis Emerging Markets Equity ETF | $3,195,967 | $5,479 â–¼ | -0.2% | 39,662 | 0.5% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $3,153,346 | $537,984 â–¼ | -14.6% | 135,803 | 0.5% | ETF |
EWX SPDR S&P Emerging Markets SmallCap ETF | $3,077,820 | $1,133,495 â–² | 58.3% | 46,549 | 0.5% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $2,994,383 | $51,544 â–² | 1.8% | 52,923 | 0.5% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $2,911,192 | $1,891 â–² | 0.1% | 55,409 | 0.5% | Finance |
OUSM ALPS O'Shares U.S. Small-Cap Quality Dividend ETF | $2,879,273 | $2,461,075 â–² | 588.5% | 65,827 | 0.5% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $2,806,060 | $4,540 â–¼ | -0.2% | 51,916 | 0.5% | ETF |
DISV Dimensional International Small Cap Value ETF | $2,769,950 | $3,944 â–¼ | -0.1% | 70,232 | 0.5% | ETF |
META Meta Platforms | $2,696,076 | $823,928 â–² | 44.0% | 4,712 | 0.5% | Computer and Technology |
HD Home Depot | $2,676,281 | $390,407 â–² | 17.1% | 8,137 | 0.5% | Retail/Wholesale |
VXUS Vanguard Total International Stock ETF | $2,562,312 | $1,157 â–² | 0.0% | 33,229 | 0.4% | ETF |
IWN iShares Russell 2000 Value ETF | $2,560,798 | $848,417 â–¼ | -24.9% | 13,507 | 0.4% | ETF |
DFSV Dimensional US Small Cap Value ETF | $2,551,322 | $34,409 â–² | 1.4% | 72,812 | 0.4% | ETF |
IWF iShares Russell 1000 Growth ETF | $2,541,770 | $69,077 â–¼ | -2.6% | 5,961 | 0.4% | ETF |
HYD VanEck High Yield Muni ETF | $2,521,340 | $219,212 â–¼ | -8.0% | 50,286 | 0.4% | ETF |
CVX Chevron | $2,512,809 | $269,592 â–¼ | -9.7% | 12,145 | 0.4% | Energy |
MRK Merck & Co., Inc. | $2,419,380 | $215,198 â–² | 9.8% | 20,113 | 0.4% | Medical |
BRK.B Berkshire Hathaway | $2,407,501 | $450,927 â–² | 23.0% | 5,024 | 0.4% | Finance |
XOM ExxonMobil | $2,327,678 | $104,508 â–² | 4.7% | 13,720 | 0.4% | Energy |
JMUB JPMorgan Municipal ETF | $2,325,485 | $37,493 â–¼ | -1.6% | 46,519 | 0.4% | ETF |
NFLX Netflix | $2,277,313 | $479,885 â–² | 26.7% | 23,685 | 0.4% | Consumer Discretionary |
KO CocaCola | $2,227,667 | $193,092 â–² | 9.5% | 29,292 | 0.4% | Consumer Staples |
TIDAL TRUST I
| $2,189,345 | $1,216,356 â–² | 125.0% | 68,289 | 0.4% | UNLIMITED HFGM |
V Visa | $2,160,100 | $509,877 â–² | 30.9% | 7,147 | 0.4% | Business Services |
PGIM ETF TR
| $2,147,431 | $1,755,585 â–² | 448.0% | 38,795 | 0.4% | JENNISON INT OPP |
AMGN Amgen | $2,112,198 | $374,376 â–² | 21.5% | 6,003 | 0.4% | Medical |
VOO Vanguard S&P 500 ETF | $2,088,500 | $878,425 â–² | 72.6% | 3,495 | 0.4% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $2,050,597 | $7,661 â–¼ | -0.4% | 21,681 | 0.3% | ETF |
TSLA Tesla | $2,011,837 | $376,569 â–² | 23.0% | 5,412 | 0.3% | Auto/Tires/Trucks |
ABBV AbbVie | $1,914,013 | $331,690 â–² | 21.0% | 8,800 | 0.3% | Medical |
SLYG SPDR S&P 600 Small Cap Growth ETF | $1,832,863 | $1,190,057 â–¼ | -39.4% | 18,970 | 0.3% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $1,820,564 | $271,617 â–² | 17.5% | 9,491 | 0.3% | ETF |
TXN Texas Instruments | $1,790,978 | $352,371 â–¼ | -16.4% | 9,225 | 0.3% | Computer and Technology |
IBM International Business Machines | $1,676,861 | $273,659 â–¼ | -14.0% | 6,918 | 0.3% | Computer and Technology |
MO Altria Group | $1,644,957 | $195,729 â–² | 13.5% | 24,927 | 0.3% | Consumer Staples |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $1,617,448 | | 0.0% | 47,614 | 0.3% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $1,576,984 | $5,404 â–² | 0.3% | 6,128 | 0.3% | ETF |
CSCO Cisco Systems | $1,507,674 | $295,778 â–² | 24.4% | 19,431 | 0.3% | Computer and Technology |
VUG Vanguard Growth ETF | $1,503,431 | $4,368 â–¼ | -0.3% | 3,442 | 0.3% | ETF |
MUB iShares National Muni Bond ETF | $1,463,596 | $23,353 â–² | 1.6% | 13,788 | 0.2% | ETF |
ORCL Oracle | $1,449,328 | $537,393 â–² | 58.9% | 9,852 | 0.2% | Computer and Technology |
VIGI Vanguard International Dividend Appreciation ETF | $1,333,481 | $33,085 â–¼ | -2.4% | 15,074 | 0.2% | ETF |
LMT Lockheed Martin | $1,294,351 | $226,602 â–¼ | -14.9% | 2,142 | 0.2% | Aerospace |
WALMART INC
| $1,269,685 | $319,161 â–² | 33.6% | 10,216 | 0.2% | COM |
LLY Eli Lilly and Company | $1,258,375 | $218,008 â–² | 21.0% | 1,368 | 0.2% | Medical |
COP ConocoPhillips | $1,253,833 | $3,828 â–² | 0.3% | 9,499 | 0.2% | Energy |
ALLSPRING EXCHANGE TRADED FU
| $1,229,779 | $510,578 â–² | 71.0% | 49,834 | 0.2% | CORE PLUS ETF |
VZ Verizon Communications | $1,214,112 | $102,009 â–¼ | -7.8% | 24,185 | 0.2% | Computer and Technology |
BLACKROCK INC
| $1,164,356 | $47,113 â–¼ | -3.9% | 1,211 | 0.2% | COM |
IJH iShares Core S&P Mid-Cap ETF | $1,150,441 | $625,800 â–² | 119.3% | 17,036 | 0.2% | ETF |
SPTL SPDR Portfolio Long Term Treasury ETF | $1,119,723 | $170,950 â–¼ | -13.2% | 42,575 | 0.2% | ETF |
CAT Caterpillar | $1,107,323 | $314,556 â–² | 39.7% | 1,563 | 0.2% | Industrials |
TGT Target | $1,103,748 | $1,103,748 â–² | New Holding | 9,107 | 0.2% | Retail/Wholesale |
PG Procter & Gamble | $1,103,482 | $168,267 â–² | 18.0% | 7,640 | 0.2% | Consumer Staples |
VLO Valero Energy | $1,083,147 | $165,783 â–¼ | -13.3% | 4,384 | 0.2% | Energy |
GE GE Aerospace | $1,068,777 | $239,808 â–² | 28.9% | 3,766 | 0.2% | Aerospace |
BAC Bank of America | $1,061,190 | $239,850 â–¼ | -18.4% | 21,768 | 0.2% | Finance |
COST Costco Wholesale | $1,036,661 | $170,451 â–¼ | -14.1% | 1,040 | 0.2% | Retail/Wholesale |
MDYV SPDR S&P 400 Mid Cap Value ETF | $1,007,637 | $142,707 â–¼ | -12.4% | 11,834 | 0.2% | ETF |
JNJ Johnson & Johnson | $987,921 | $191,621 â–¼ | -16.2% | 4,042 | 0.2% | Medical |
ADM Archer Daniels Midland | $971,647 | $971,647 â–² | New Holding | 13,367 | 0.2% | Consumer Staples |
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund | $954,242 | $16,596 â–¼ | -1.7% | 18,284 | 0.2% | ETF |
