IEMG iShares Core MSCI Emerging Markets ETF | $35,415,628 | $323,640 â–¼ | -0.9% | 507,751 | 9.2% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $31,378,433 | $782,605 â–² | 2.6% | 464,659 | 8.2% | ETF |
VO Vanguard Mid-Cap ETF | $15,540,390 | $50,831 â–² | 0.3% | 54,114 | 4.0% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $15,091,344 | $1,190,244 â–² | 8.6% | 137,582 | 3.9% | ETF |
DFIS Dimensional International Small Cap ETF | $14,955,474 | $741,851 â–² | 5.2% | 444,178 | 3.9% | ETF |
SCHF Schwab International Equity ETF | $14,208,662 | $388,996 â–² | 2.8% | 574,087 | 3.7% | ETF |
IWF iShares Russell 1000 Growth ETF | $12,604,401 | $93,808 â–² | 0.7% | 29,560 | 3.3% | ETF |
VONV Vanguard Russell 1000 Value ETF | $12,338,988 | $1,623,295 â–² | 15.1% | 131,630 | 3.2% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $11,753,280 | $28,669 â–¼ | -0.2% | 379,628 | 3.1% | ETF |
SCHX Schwab US Large-Cap ETF | $11,295,375 | $127,815 â–¼ | -1.1% | 440,537 | 2.9% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $11,007,731 | $198,128 â–² | 1.8% | 334,074 | 2.9% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $10,957,110 | $691,969 â–¼ | -5.9% | 139,741 | 2.8% | ETF |
SCHA Schwab US Small-Cap ETF | $9,900,975 | $391,329 â–² | 4.1% | 340,474 | 2.6% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $8,290,470 | $2,203,226 â–² | 36.2% | 271,819 | 2.2% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $8,153,708 | $99,369 â–¼ | -1.2% | 174,448 | 2.1% | ETF |
IVV iShares Core S&P 500 ETF | $7,980,111 | $586,571 â–² | 7.9% | 12,217 | 2.1% | ETF |
IWD iShares Russell 1000 Value ETF | $6,084,574 | $22,649 â–¼ | -0.4% | 28,477 | 1.6% | ETF |
VB Vanguard Small-Cap ETF | $5,556,153 | $503,152 â–² | 10.0% | 21,213 | 1.4% | ETF |
PALANTIR TECHNOLOGIES INC
| $5,037,672 | $239,604 â–² | 5.0% | 34,439 | 1.3% | CL A |
SCHG Schwab U.S. Large-Cap Growth ETF | $4,590,451 | $1,780,804 â–² | 63.4% | 157,585 | 1.2% | ETF |
ILCB iShares Morningstar U.S. Equity ETF | $3,518,937 | $71,170 â–¼ | -2.0% | 39,160 | 0.9% | ETF |
BSV Vanguard Short-Term Bond ETF | $3,323,144 | $101,775 â–¼ | -3.0% | 42,382 | 0.9% | ETF |
ILCG iShares Morningstar Growth ETF | $3,108,570 | $78,199 â–¼ | -2.5% | 32,557 | 0.8% | ETF |
IMCB iShares Morningstar Mid-Cap ETF | $2,978,285 | $31,870 â–¼ | -1.1% | 35,698 | 0.8% | ETF |
AAPL Apple | $2,961,840 | $515,974 â–² | 21.1% | 11,670 | 0.8% | Computer and Technology |
VUG Vanguard Growth ETF | $2,939,722 | $2,073,094 â–² | 239.2% | 6,730 | 0.8% | ETF |
MGC Vanguard Mega Cap ETF | $2,890,561 | $315,055 â–¼ | -9.8% | 12,230 | 0.8% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $2,746,871 | $37,889 â–¼ | -1.4% | 50,821 | 0.7% | ETF |
IEFA iShares Core MSCI EAFE ETF | $2,568,275 | $2,284,732 â–² | 805.8% | 28,369 | 0.7% | ETF |
IWB iShares Russell 1000 ETF | $2,559,826 | $16,046 â–¼ | -0.6% | 7,179 | 0.7% | ETF |
SCHH Schwab U.S. REIT ETF | $2,552,585 | $460,359 â–¼ | -15.3% | 118,780 | 0.7% | ETF |
VBR Vanguard Small-Cap Value ETF | $2,456,705 | $1,006,536 â–² | 69.4% | 11,308 | 0.6% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,181,980 | $34,469 â–¼ | -1.6% | 3,355 | 0.6% | Finance |
SCHJ Schwab 1-5 Year Corporate Bond ETF | $2,059,914 | $18,692 â–¼ | -0.9% | 83,313 | 0.5% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $2,048,918 | $230,492 â–¼ | -10.1% | 84,422 | 0.5% | ETF |
NVDA NVIDIA | $1,796,981 | $404,949 â–² | 29.1% | 10,304 | 0.5% | Computer and Technology |
IWM iShares Russell 2000 ETF | $1,783,362 | | 0.0% | 7,191 | 0.5% | Finance |
VOE Vanguard Mid-Cap Value ETF | $1,718,585 | $1,372,509 â–² | 396.6% | 9,326 | 0.4% | ETF |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $1,693,331 | $152,020 â–¼ | -8.2% | 40,022 | 0.4% | ETF |
VOO Vanguard S&P 500 ETF | $1,611,224 | $638,274 â–² | 65.6% | 2,696 | 0.4% | ETF |
VTV Vanguard Value ETF | $1,582,956 | $1,087,350 â–² | 219.4% | 8,068 | 0.4% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $1,577,195 | $8,587 â–² | 0.5% | 24,613 | 0.4% | ETF |
FNDX Schwab Fundamental U.S. Large Company ETF | $1,531,619 | $37,765 â–¼ | -2.4% | 54,995 | 0.4% | ETF |
MSFT Microsoft | $1,507,699 | $234,317 â–² | 18.4% | 4,073 | 0.4% | Computer and Technology |
FNDF Schwab Fundamental International Equity ETF | $1,491,944 | $5,285 â–² | 0.4% | 30,491 | 0.4% | ETF |
ISCB iShares Morningstar Small-Cap ETF | $1,401,253 | $86,244 â–¼ | -5.8% | 21,528 | 0.4% | ETF |
ILCV iShares Morningstar Value ETF | $1,393,282 | $5,216 â–¼ | -0.4% | 14,959 | 0.4% | ETF |
TSLA Tesla | $1,274,359 | $985,138 â–² | 340.6% | 3,428 | 0.3% | Auto/Tires/Trucks |
SPDW SPDR Portfolio Developed World ex-US ETF | $1,263,319 | $5,295 â–² | 0.4% | 27,674 | 0.3% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $1,255,140 | $1,255,140 â–² | New Holding | 4,877 | 0.3% | ETF |
IVLU iShares MSCI Intl Value Factor ETF | $1,207,066 | $101,224 â–¼ | -7.7% | 30,420 | 0.3% | ETF |
VBK Vanguard Small-Cap Growth ETF | $1,198,531 | $1,198,531 â–² | New Holding | 3,965 | 0.3% | ETF |
RWO SPDR Dow Jones Global Real Estate ETF | $1,189,758 | $34,465 â–¼ | -2.8% | 25,994 | 0.3% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $1,178,393 | $159,388 â–¼ | -11.9% | 11,393 | 0.3% | ETF |
XCEM Columbia EM Core ex-China ETF | $1,171,122 | $112,431 â–¼ | -8.8% | 28,697 | 0.3% | ETF |
VT Vanguard Total World Stock ETF | $1,129,559 | $273,191 â–¼ | -19.5% | 8,166 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $1,124,012 | $124,092 â–² | 12.4% | 2,346 | 0.3% | Finance |
FLOT iShares Floating Rate Bond ETF | $1,073,059 | $133,082 â–¼ | -11.0% | 21,061 | 0.3% | ETF |
FNDA Schwab Fundamental U.S. Small Company ETF | $1,001,840 | $25,458 â–¼ | -2.5% | 30,892 | 0.3% | ETF |
DFGR Dimensional Global Real Estate ETF | $997,113 | $793,485 â–² | 389.7% | 37,514 | 0.3% | ETF |
SCHD Schwab US Dividend Equity ETF | $977,785 | $50,408 â–² | 5.4% | 31,870 | 0.3% | ETF |
QQQ Invesco QQQ | $973,847 | $788,545 â–¼ | -44.7% | 1,687 | 0.3% | Finance |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $947,220 | $947,220 â–² | New Holding | 10,336 | 0.2% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $942,175 | $942,175 â–² | New Holding | 7,354 | 0.2% | ETF |
AVGO Broadcom | $912,221 | $207,703 â–² | 29.5% | 2,947 | 0.2% | Computer and Technology |
GOOGL Alphabet | $890,009 | $228,613 â–² | 34.6% | 3,095 | 0.2% | Computer and Technology |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $864,612 | $33,874 â–¼ | -3.8% | 14,600 | 0.2% | ETF |
VIOG Vanguard S&P Small-Cap 600 Growth ETF | $852,620 | $852,620 â–² | New Holding | 6,851 | 0.2% | ETF |
CINF Cincinnati Financial | $845,120 | $845,120 â–² | New Holding | 5,371 | 0.2% | Finance |
FNDE Schwab Fundamental Emerging Markets Equity ETF | $804,466 | $48,667 â–¼ | -5.7% | 21,026 | 0.2% | ETF |
IMCV iShares Morningstar Mid-Cap Value ETF | $787,830 | $29,336 â–¼ | -3.6% | 9,292 | 0.2% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $774,216 | $774,216 â–² | New Holding | 5,843 | 0.2% | ETF |
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | $765,264 | $11,768 â–¼ | -1.5% | 9,039 | 0.2% | ETF |
IAUM iShares Gold Trust Micro | $748,508 | $49,549 â–¼ | -6.2% | 16,028 | 0.2% | Finance |
AVES Avantis Emerging Markets Value ETF | $746,032 | $4,558 â–² | 0.6% | 12,438 | 0.2% | ETF |
AMZN Amazon.com | $737,068 | $244,717 â–² | 49.7% | 3,539 | 0.2% | Retail/Wholesale |
IVW iShares S&P 500 Growth ETF | $724,610 | $143,655 â–² | 24.7% | 6,406 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $722,955 | $47,648 â–² | 7.1% | 2,458 | 0.2% | Finance |
IAGG iShares Core International Aggregate Bond ETF | $721,777 | $57,846 â–¼ | -7.4% | 14,424 | 0.2% | ETF |
EFA iShares MSCI EAFE ETF | $702,930 | | 0.0% | 7,237 | 0.2% | Finance |
GWX SPDR S&P International Small Cap ETF | $702,834 | | 0.0% | 16,643 | 0.2% | ETF |
UNH UnitedHealth Group | $692,164 | $5,412 â–² | 0.8% | 2,558 | 0.2% | Medical |
IWR iShares Russell Mid-Cap ETF | $664,791 | | 0.0% | 6,837 | 0.2% | ETF |
FNDC Schwab Fundamental International Small Equity ETF | $663,687 | $49,373 â–¼ | -6.9% | 14,316 | 0.2% | ETF |
IWC iShares Micro-Cap ETF | $656,955 | | 0.0% | 4,116 | 0.2% | ETF |
SMH VanEck Semiconductor ETF | $653,692 | $113,869 â–² | 21.1% | 1,705 | 0.2% | Manufacturing |
ISHG iShares 1-3 Year International Treasury Bond ETF | $651,115 | $29,748 â–¼ | -4.4% | 8,777 | 0.2% | ETF |
EEM iShares MSCI Emerging Markets ETF | $638,718 | $3,919 â–¼ | -0.6% | 11,247 | 0.2% | Finance |
SPYV SPDR Portfolio S&P 500 Value ETF | $637,035 | $55,505 â–² | 9.5% | 11,259 | 0.2% | ETF |
GLTR abrdn Physical Precious Metals Basket Shares ETF | $571,297 | $70,428 â–¼ | -11.0% | 2,612 | 0.1% | ETF |
SCHP Schwab U.S. TIPS ETF | $564,478 | $92,603 â–¼ | -14.1% | 21,213 | 0.1% | ETF |
PEP PepsiCo | $564,169 | $61,495 â–² | 12.2% | 3,633 | 0.1% | Consumer Staples |
DFIV Dimensional International Value ETF | $551,681 | $211 â–² | 0.0% | 10,452 | 0.1% | ETF |
BND Vanguard Total Bond Market ETF | $545,907 | $14,581 â–² | 2.7% | 7,413 | 0.1% | ETF |
IWO iShares Russell 2000 Growth ETF | $541,950 | $541,950 â–² | New Holding | 1,727 | 0.1% | ETF |
ICSH iShares Ultra Short-Term Bond Active ETF | $541,128 | $23,791 â–¼ | -4.2% | 10,690 | 0.1% | ETF |
EPS WisdomTree U.S. LargeCap Fund | $538,274 | $33,033 â–¼ | -5.8% | 7,903 | 0.1% | Finance |
FPEI First Trust Institutional Preferred Securities and Income ETF | $512,202 | | 0.0% | 26,958 | 0.1% | ETF |
USB U.S. Bancorp | $511,911 | $31,413 â–¼ | -5.8% | 9,843 | 0.1% | Finance |
IVE iShares S&P 500 Value ETF | $509,857 | $103,238 â–² | 25.4% | 2,415 | 0.1% | ETF |
