IEMG iShares Core MSCI Emerging Markets ETF | $40,208,122 | $1,853,959 â–¼ | -4.4% | 485,371 | 8.9% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $35,092,567 | $737,327 â–¼ | -2.1% | 455,097 | 7.8% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $18,399,476 | $815,170 â–² | 4.6% | 143,960 | 4.1% | ETF |
VO Vanguard Mid-Cap ETF | $17,268,723 | $12,908,760 â–² | 296.1% | 214,332 | 3.8% | ETF |
DFIS Dimensional International Small Cap ETF | $15,876,262 | $316,706 â–² | 2.0% | 453,219 | 3.5% | ETF |
SCHF Schwab International Equity ETF | $15,492,031 | $410,182 â–¼ | -2.6% | 559,279 | 3.4% | ETF |
IWF iShares Russell 1000 Growth ETF | $14,685,797 | $11,015,341 â–² | 300.1% | 118,272 | 3.2% | ETF |
VONV Vanguard Russell 1000 Value ETF | $14,143,045 | $149,472 â–² | 1.1% | 133,036 | 3.1% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $13,703,611 | $293,264 â–¼ | -2.1% | 371,674 | 3.0% | ETF |
SCHX Schwab US Large-Cap ETF | $12,811,841 | $153,154 â–¼ | -1.2% | 435,333 | 2.8% | ETF |
SCHA Schwab US Small-Cap ETF | $12,019,158 | $282,175 â–¼ | -2.3% | 332,664 | 2.7% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $11,902,052 | $211,468 â–¼ | -1.7% | 328,242 | 2.6% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $11,102,234 | $394,237 â–¼ | -3.4% | 134,949 | 2.5% | ETF |
IVV iShares Core S&P 500 ETF | $9,514,131 | $364,718 â–² | 4.0% | 12,704 | 2.1% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $9,424,609 | $37,421 â–¼ | -0.4% | 270,744 | 2.1% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $8,216,100 | $178,333 â–¼ | -2.1% | 170,742 | 1.8% | ETF |
IWD iShares Russell 1000 Value ETF | $6,829,500 | $74,184 â–¼ | -1.1% | 28,171 | 1.5% | ETF |
VB Vanguard Small-Cap ETF | $6,506,742 | $76,689 â–² | 1.2% | 21,466 | 1.4% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $5,500,265 | $167,576 â–² | 3.1% | 162,537 | 1.2% | ETF |
ILCB iShares Morningstar U.S. Equity ETF | $4,045,171 | $13,786 â–¼ | -0.3% | 39,027 | 0.9% | ETF |
PALANTIR TECHNOLOGIES INC
| $3,819,374 | $198,570 â–¼ | -4.9% | 32,737 | 0.8% | CL A |
ILCG iShares Morningstar Growth ETF | $3,758,335 | $51,489 â–¼ | -1.4% | 32,117 | 0.8% | ETF |
VUG Vanguard Growth ETF | $3,565,196 | $2,985,468 â–² | 515.0% | 41,388 | 0.8% | ETF |
BSV Vanguard Short-Term Bond ETF | $3,514,813 | $212,849 â–² | 6.4% | 45,114 | 0.8% | ETF |
AAPL Apple | $3,484,392 | $107,639 â–² | 3.2% | 12,042 | 0.8% | Technology |
IMCB iShares Morningstar Mid-Cap ETF | $3,376,414 | $70,585 â–¼ | -2.0% | 34,967 | 0.7% | ETF |
MGC Vanguard Mega Cap ETF | $3,346,495 | | 0.0% | 12,230 | 0.7% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $3,218,388 | $184,861 â–² | 6.1% | 53,918 | 0.7% | ETF |
VOO Vanguard S&P 500 ETF | $3,113,620 | $1,261,796 â–² | 68.1% | 4,533 | 0.7% | ETF |
IEFA iShares Core MSCI EAFE ETF | $3,013,166 | $273,318 â–² | 10.0% | 31,199 | 0.7% | ETF |
IWB iShares Russell 1000 ETF | $2,896,896 | $42,999 â–¼ | -1.5% | 7,074 | 0.6% | ETF |
SCHH Schwab U.S. REIT ETF | $2,737,192 | $75,515 â–¼ | -2.7% | 115,591 | 0.6% | ETF |
VBR Vanguard Small-Cap Value ETF | $2,601,711 | $146,038 â–¼ | -5.3% | 10,707 | 0.6% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,499,542 | $5,974 â–¼ | -0.2% | 3,347 | 0.6% | ETF |
IWM iShares Russell 2000 ETF | $2,388,871 | $228,341 â–² | 10.6% | 7,951 | 0.5% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $2,283,200 | $529,529 â–² | 30.2% | 32,045 | 0.5% | ETF |
NVDA NVIDIA | $2,135,945 | $74,233 â–² | 3.6% | 10,675 | 0.5% | Technology |
SCHO Schwab Short-Term U.S. Treasury ETF | $1,998,037 | $39,903 â–¼ | -2.0% | 82,769 | 0.4% | ETF |
SCHJ Schwab 1-5 Year Corporate Bond ETF | $1,966,562 | $87,938 â–¼ | -4.3% | 79,747 | 0.4% | ETF |
MTUM iShares MSCI USA Momentum Factor ETF | $1,914,397 | $1,914,397 â–² | New Holding | 5,584 | 0.4% | ETF |
VTV Vanguard Value ETF | $1,838,966 | $80,637 â–² | 4.6% | 8,438 | 0.4% | ETF |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $1,819,866 | $872,682 â–² | 92.1% | 19,859 | 0.4% | ETF |
FNDX Schwab Fundamental U.S. Large Company ETF | $1,686,500 | $23,854 â–¼ | -1.4% | 54,228 | 0.4% | ETF |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $1,681,660 | $15,692 â–¼ | -0.9% | 39,652 | 0.4% | ETF |
ISCB iShares Morningstar Small-Cap ETF | $1,594,635 | $30,882 â–¼ | -1.9% | 21,119 | 0.4% | ETF |
FNDF Schwab Fundamental International Equity ETF | $1,594,302 | $14,403 â–¼ | -0.9% | 30,218 | 0.4% | ETF |
MSFT Microsoft | $1,560,152 | $40,664 â–² | 2.7% | 4,182 | 0.3% | Technology |
GOOGL Alphabet | $1,545,649 | $439,572 â–² | 39.7% | 4,325 | 0.3% | Communication Services |
VBK Vanguard Small-Cap Growth ETF | $1,542,317 | $92,166 â–² | 6.4% | 4,217 | 0.3% | ETF |
VOE Vanguard Mid-Cap Value ETF | $1,539,784 | $303,135 â–¼ | -16.4% | 7,792 | 0.3% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $1,510,370 | $1,510,370 â–² | New Holding | 34,048 | 0.3% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $1,500,132 | $6,432 â–² | 0.4% | 4,898 | 0.3% | ETF |
ILCV iShares Morningstar Value ETF | $1,482,053 | $32,397 â–¼ | -2.1% | 14,639 | 0.3% | ETF |
DFUV Dimensional US Marketwide Value ETF | $1,479,384 | $1,479,384 â–² | New Holding | 26,893 | 0.3% | ETF |
XCEM Columbia EM Core ex-China ETF | $1,451,183 | $66,311 â–¼ | -4.4% | 27,443 | 0.3% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $1,391,470 | $3,023 â–¼ | -0.2% | 27,614 | 0.3% | ETF |
DFGR Dimensional Global Real Estate ETF | $1,370,234 | $283,445 â–² | 26.1% | 47,298 | 0.3% | ETF |
DUHP Dimensional US High Profitability ETF | $1,358,896 | $1,358,896 â–² | New Holding | 32,564 | 0.3% | ETF |
VT Vanguard Total World Stock ETF | $1,312,163 | $30,450 â–² | 2.4% | 8,360 | 0.3% | ETF |
RWO SPDR Dow Jones Global Real Estate ETF | $1,296,862 | $4,722 â–² | 0.4% | 26,089 | 0.3% | ETF |
QQQ Invesco QQQ | $1,250,162 | $8,099 â–² | 0.7% | 1,698 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $1,189,528 | $15,513 â–² | 1.3% | 2,377 | 0.3% | Finance |
IVLU iShares MSCI Intl Value Factor ETF | $1,184,343 | $87,822 â–¼ | -6.9% | 28,320 | 0.3% | ETF |
FNDA Schwab Fundamental U.S. Small Company ETF | $1,175,764 | | 0.0% | 30,892 | 0.3% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $1,160,334 | $3,576 â–¼ | -0.3% | 11,358 | 0.3% | ETF |
DFIV Dimensional International Value ETF | $1,136,745 | $572,127 â–² | 101.3% | 21,043 | 0.3% | ETF |
AVGO Broadcom | $1,115,990 | $2,645 â–² | 0.2% | 2,954 | 0.2% | Technology |
IWP iShares Russell Mid-Cap Growth ETF | $1,069,272 | $7,467 â–¼ | -0.7% | 7,303 | 0.2% | ETF |
FLOT iShares Floating Rate Bond ETF | $1,068,988 | $6,177 â–¼ | -0.6% | 20,940 | 0.2% | ETF |
VIOG Vanguard S&P Small-Cap 600 Growth ETF | $1,051,915 | $767 â–² | 0.1% | 6,856 | 0.2% | ETF |
UNH UnitedHealth Group | $1,048,626 | $14,547 â–¼ | -1.4% | 2,523 | 0.2% | Healthcare |
IVW iShares S&P 500 Growth ETF | $996,197 | $115,120 â–² | 13.1% | 7,243 | 0.2% | ETF |
CINF Cincinnati Financial | $987,167 | $7,220 â–¼ | -0.7% | 5,332 | 0.2% | Finance |
AMZN Amazon.com | $985,536 | $142,051 â–² | 16.8% | 4,135 | 0.2% | Consumer Discretionary |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $978,540 | $7,837 â–¼ | -0.8% | 14,484 | 0.2% | ETF |
ICSH iShares Ultra Short-Term Bond Active ETF | $945,585 | $404,889 â–² | 74.9% | 18,695 | 0.2% | ETF |
SCHD Schwab US Dividend Equity ETF | $940,437 | $70,175 â–¼ | -6.9% | 29,657 | 0.2% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $924,328 | $554,501 â–² | 149.9% | 9,685 | 0.2% | ETF |
MU Micron Technology | $921,124 | $111,966 â–¼ | -10.8% | 798 | 0.2% | Technology |
MUB iShares National Muni Bond ETF | $879,256 | $879,256 â–² | New Holding | 8,170 | 0.2% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $866,275 | $3,102 â–² | 0.4% | 5,864 | 0.2% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $852,719 | $852,719 â–² | New Holding | 8,009 | 0.2% | ETF |
IMCV iShares Morningstar Mid-Cap Value ETF | $841,496 | $7,584 â–¼ | -0.9% | 9,209 | 0.2% | ETF |
JCPB JPMorgan Core Plus Bond ETF | $833,758 | $368,155 â–² | 79.1% | 17,762 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $826,743 | $22,256 â–² | 2.8% | 2,526 | 0.2% | Finance |
FNDE Schwab Fundamental Emerging Markets Equity ETF | $825,395 | $8,928 â–¼ | -1.1% | 20,801 | 0.2% | ETF |
IWC iShares Micro-Cap ETF | $823,365 | | 0.0% | 4,116 | 0.2% | ETF |
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | $815,934 | $37,483 â–¼ | -4.4% | 8,642 | 0.2% | ETF |
AVES Avantis Emerging Markets Value ETF | $799,664 | $16,269 â–¼ | -2.0% | 12,190 | 0.2% | ETF |
EEM iShares MSCI Emerging Markets ETF | $769,408 | | 0.0% | 11,247 | 0.2% | ETF |
IWR iShares Russell Mid-Cap ETF | $754,291 | | 0.0% | 6,837 | 0.2% | ETF |
TSLA Tesla | $753,716 | $688,102 â–¼ | -47.7% | 1,792 | 0.2% | Consumer Discretionary |
EFA iShares MSCI EAFE ETF | $751,780 | | 0.0% | 7,237 | 0.2% | ETF |
SMH VanEck Semiconductor ETF | $750,329 | $367,950 â–¼ | -32.9% | 1,144 | 0.2% | ETF |
BRK.A Berkshire Hathaway | $748,850 | $748,850 â–² | New Holding | 1 | 0.2% | Finance |
FNDC Schwab Fundamental International Small Equity ETF | $734,321 | $39,139 â–² | 5.6% | 15,122 | 0.2% | ETF |
GWX SPDR S&P International Small Cap ETF | $728,298 | | 0.0% | 16,643 | 0.2% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $685,590 | $1,155 â–² | 0.2% | 11,278 | 0.2% | ETF |
IWO iShares Russell 2000 Growth ETF | $680,369 | | 0.0% | 1,727 | 0.2% | ETF |
CRWD CrowdStrike | $678,058 | $22,882 â–² | 3.5% | 889 | 0.1% | Technology |
