SCHF Schwab International Equity ETF | $128,660,942 | $4,536,293 ▼ | -3.4% | 5,821,759 | 11.9% | ETF |
VTV Vanguard Value ETF | $118,858,621 | $2,999,081 ▲ | 2.6% | 672,510 | 11.0% | ETF |
VUG Vanguard Growth ETF | $100,218,049 | $1,299,842 ▼ | -1.3% | 228,602 | 9.3% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $59,937,916 | $742,000 ▲ | 1.3% | 1,002,142 | 5.5% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $43,331,025 | $496,109 ▲ | 1.2% | 522,566 | 4.0% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $35,153,454 | $387,166 ▲ | 1.1% | 442,181 | 3.3% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $34,037,515 | $525,802 ▲ | 1.6% | 1,396,128 | 3.2% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $33,128,125 | $483,320 ▼ | -1.4% | 669,800 | 3.1% | ETF |
IEFA iShares Core MSCI EAFE ETF | $28,135,260 | $650,224 ▼ | -2.3% | 337,031 | 2.6% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $27,208,193 | $1,401,243 ▼ | -4.9% | 519,837 | 2.5% | ETF |
AAPL Apple | $26,914,631 | $588,218 ▼ | -2.1% | 131,183 | 2.5% | Computer and Technology |
SPYG SPDR Portfolio S&P 500 Growth ETF | $25,275,721 | $1,184,919 ▼ | -4.5% | 265,168 | 2.3% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $22,764,214 | $1,295,856 ▲ | 6.0% | 285,410 | 2.1% | ETF |
GLDM SPDR Gold MiniShares Trust | $18,110,440 | $632,853 ▼ | -3.4% | 276,413 | 1.7% | Finance |
VGT Vanguard Information Technology ETF | $17,664,475 | $49,742 ▼ | -0.3% | 26,634 | 1.6% | ETF |
REET iShares Global REIT ETF | $15,432,626 | $306,897 ▲ | 2.0% | 624,804 | 1.4% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $15,242,261 | $328,808 ▼ | -2.1% | 143,333 | 1.4% | ETF |
BAR GraniteShares Gold Trust | $14,353,751 | $1,501,536 ▼ | -9.5% | 439,760 | 1.3% | Finance |
MSFT Microsoft | $13,009,721 | $466,072 ▼ | -3.5% | 26,155 | 1.2% | Computer and Technology |
NVDA NVIDIA | $11,940,399 | $135,557 ▲ | 1.1% | 75,576 | 1.1% | Computer and Technology |
VTEB Vanguard Tax-Exempt Bond ETF | $9,407,443 | $4,196,334 ▲ | 80.5% | 191,871 | 0.9% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $7,521,224 | $490,321 ▼ | -6.1% | 125,292 | 0.7% | ETF |
AMZN Amazon.com | $7,198,215 | $51,120 ▲ | 0.7% | 32,809 | 0.7% | Retail/Wholesale |
VEA Vanguard FTSE Developed Markets ETF | $7,135,267 | $272,337 ▼ | -3.7% | 125,158 | 0.7% | ETF |
MUB iShares National Muni Bond ETF | $6,942,504 | $4,421,367 ▼ | -38.9% | 66,450 | 0.6% | ETF |
JPM JPMorgan Chase & Co. | $6,923,493 | $912,329 ▼ | -11.6% | 23,882 | 0.6% | Finance |
SF Stifel Financial | $6,051,100 | $104,610 ▼ | -1.7% | 58,307 | 0.6% | Finance |
GOOGL Alphabet | $5,801,869 | $21,853 ▼ | -0.4% | 32,922 | 0.5% | Computer and Technology |
LLY Eli Lilly and Company | $5,766,149 | $30,401 ▼ | -0.5% | 7,397 | 0.5% | Medical |
AVGO Broadcom | $5,643,423 | $37,489 ▼ | -0.7% | 20,473 | 0.5% | Computer and Technology |
VBR Vanguard Small-Cap Value ETF | $5,245,992 | $692,679 ▼ | -11.7% | 26,901 | 0.5% | ETF |
ESGV Vanguard ESG U.S. Stock ETF | $5,167,122 | $209,303 ▼ | -3.9% | 47,128 | 0.5% | ETF |
AZN AstraZeneca | $4,644,921 | $66,106 ▲ | 1.4% | 66,470 | 0.4% | Medical |
HDV iShares Core High Dividend ETF | $4,410,501 | $81,433 ▲ | 1.9% | 37,642 | 0.4% | ETF |
JMST JPMorgan Ultra-Short Municipal ETF | $4,320,174 | $78,519 ▼ | -1.8% | 84,842 | 0.4% | ETF |
BRK.B Berkshire Hathaway | $4,187,343 | $133,101 ▼ | -3.1% | 8,620 | 0.4% | Finance |
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund | $4,002,840 | $2,712,541 ▲ | 210.2% | 77,938 | 0.4% | ETF |
ITM VanEck Intermediate Muni ETF | $3,838,645 | $3,504,810 ▼ | -47.7% | 84,423 | 0.4% | ETF |
XLF Financial Select Sector SPDR Fund | $3,774,457 | $46,451 ▼ | -1.2% | 72,074 | 0.3% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $3,746,381 | $22,988 ▲ | 0.6% | 128,257 | 0.3% | ETF |
XLY Consumer Discretionary Select Sector SPDR Fund | $3,711,969 | $6,519 ▼ | -0.2% | 17,081 | 0.3% | Finance |
XLV Health Care Select Sector SPDR Fund | $3,687,608 | $59,575 ▼ | -1.6% | 27,359 | 0.3% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $3,606,472 | $48,906 ▼ | -1.3% | 38,420 | 0.3% | ETF |
CTVA Corteva | $3,573,968 | $41,289 ▼ | -1.1% | 47,954 | 0.3% | Consumer Staples |
SCHV Schwab U.S. Large-Cap Value ETF | $3,511,688 | $150,940 ▲ | 4.5% | 126,913 | 0.3% | ETF |
QQQ Invesco QQQ | $3,408,822 | $19,309 ▲ | 0.6% | 6,179 | 0.3% | Finance |
SCHE Schwab Emerging Markets Equity ETF | $3,322,516 | $123,333 ▲ | 3.9% | 110,236 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $3,098,721 | $19,151 ▼ | -0.6% | 5,016 | 0.3% | Finance |
PG Procter & Gamble | $2,946,542 | $72,967 ▼ | -2.4% | 18,495 | 0.3% | Consumer Staples |
VIOV Vanguard S&P Small-Cap 600 Value ETF | $2,939,823 | $34,314 ▼ | -1.2% | 34,355 | 0.3% | ETF |
URI United Rentals | $2,796,621 | $397,795 ▲ | 16.6% | 3,712 | 0.3% | Construction |
VIS Vanguard Industrials ETF | $2,746,703 | $18,203 ▼ | -0.7% | 9,808 | 0.3% | ETF |
VTI Vanguard Total Stock Market ETF | $2,637,660 | $406,682 ▲ | 18.2% | 8,678 | 0.2% | ETF |
XOM Exxon Mobil | $2,567,239 | $755 ▲ | 0.0% | 23,815 | 0.2% | Energy |
VXUS Vanguard Total International Stock ETF | $2,535,423 | $1,451 ▲ | 0.1% | 36,697 | 0.2% | ETF |
DD DuPont de Nemours | $2,441,459 | $823 ▲ | 0.0% | 35,594 | 0.2% | Basic Materials |
ESGD iShares ESG Aware MSCI EAFE ETF | $2,393,594 | $73,517 ▼ | -3.0% | 26,828 | 0.2% | Manufacturing |
BBEU JPMorgan BetaBuilders Europe ETF | $2,333,627 | $8,163 ▼ | -0.3% | 34,593 | 0.2% | ETF |
ABBV AbbVie | $2,233,378 | | 0.0% | 12,032 | 0.2% | Medical |
SHM SPDR Nuveen ICE Short Term Municipal Bond ETF | $2,223,811 | $83,796 ▼ | -3.6% | 46,495 | 0.2% | Finance |
MCD McDonald's | $2,205,297 | $29,509 ▼ | -1.3% | 7,548 | 0.2% | Retail/Wholesale |
BX Blackstone | $1,973,560 | $40,985 ▲ | 2.1% | 13,194 | 0.2% | Finance |
GOOG Alphabet | $1,943,779 | $311,487 ▼ | -13.8% | 10,958 | 0.2% | Computer and Technology |
QQQM Invesco NASDAQ 100 ETF | $1,924,039 | $25,209 ▲ | 1.3% | 8,472 | 0.2% | ETF |
VOX Vanguard Communication Services ETF | $1,909,214 | $21,377 ▲ | 1.1% | 11,164 | 0.2% | ETF |
META Meta Platforms | $1,896,167 | $149,095 ▲ | 8.5% | 2,569 | 0.2% | Computer and Technology |
MRK Merck & Co., Inc. | $1,869,083 | $13,774 ▼ | -0.7% | 23,612 | 0.2% | Medical |
IXUS iShares Core MSCI Total International Stock ETF | $1,805,138 | $500,646 ▼ | -21.7% | 23,350 | 0.2% | Manufacturing |
IVV iShares Core S&P 500 ETF | $1,757,106 | $4,346 ▲ | 0.2% | 2,830 | 0.2% | ETF |
JNJ Johnson & Johnson | $1,737,579 | $55,750 ▼ | -3.1% | 11,376 | 0.2% | Medical |
GLD SPDR Gold Shares | $1,708,107 | $148,465 ▲ | 9.5% | 5,603 | 0.2% | Finance |
LMT Lockheed Martin | $1,673,793 | $165,341 ▲ | 11.0% | 3,614 | 0.2% | Aerospace |
FLEE Franklin FTSE Europe ETF | $1,637,494 | $3,014 ▼ | -0.2% | 48,895 | 0.2% | ETF |
UNP Union Pacific | $1,607,801 | $690 ▲ | 0.0% | 6,988 | 0.1% | Transportation |
MA Mastercard | $1,591,975 | $84,853 ▼ | -5.1% | 2,833 | 0.1% | Business Services |
KO CocaCola | $1,589,932 | $7,712 ▼ | -0.5% | 22,472 | 0.1% | Consumer Staples |
XLI Industrial Select Sector SPDR Fund | $1,571,679 | | 0.0% | 10,654 | 0.1% | ETF |
IBM International Business Machines | $1,542,878 | $16,213 ▼ | -1.0% | 5,234 | 0.1% | Computer and Technology |
BRK.A Berkshire Hathaway | $1,457,600 | | 0.0% | 2 | 0.1% | Finance |
PID Invesco International Dividend Achievers ETF | $1,433,177 | | 0.0% | 69,911 | 0.1% | Manufacturing |
WMT Walmart | $1,395,122 | $92,500 ▲ | 7.1% | 14,268 | 0.1% | Retail/Wholesale |
IXN iShares Global Tech ETF | $1,373,281 | | 0.0% | 14,872 | 0.1% | ETF |
IGRO iShares International Dividend Growth ETF | $1,368,268 | | 0.0% | 17,344 | 0.1% | ETF |
VV Vanguard Large-Cap ETF | $1,366,302 | | 0.0% | 4,789 | 0.1% | ETF |
PEP PepsiCo | $1,361,518 | $14,657 ▼ | -1.1% | 10,311 | 0.1% | Consumer Staples |
BITWISE BITCOIN ETF TR
| $1,351,875 | $499,080 ▲ | 58.5% | 23,073 | 0.1% | SHS BEN INT |
AEP American Electric Power | $1,326,332 | $208 ▼ | 0.0% | 12,783 | 0.1% | Utilities |
QUAL iShares MSCI USA Quality Factor ETF | $1,305,700 | $77,698 ▼ | -5.6% | 7,142 | 0.1% | ETF |
PNC The PNC Financial Services Group | $1,282,011 | $1,119 ▼ | -0.1% | 6,877 | 0.1% | Finance |
VYM Vanguard High Dividend Yield ETF | $1,272,130 | $2,666 ▲ | 0.2% | 9,542 | 0.1% | ETF |
TSLA Tesla | $1,261,409 | $4,447 ▲ | 0.4% | 3,971 | 0.1% | Auto/Tires/Trucks |
BLACKROCK INC
| $1,199,293 | $11,542 ▼ | -1.0% | 1,143 | 0.1% | COM |
NFLX Netflix | $1,186,253 | $16,067 ▼ | -1.3% | 886 | 0.1% | Consumer Discretionary |
IWB iShares Russell 1000 ETF | $1,145,370 | | 0.0% | 3,373 | 0.1% | ETF |
XLK Technology Select Sector SPDR Fund | $1,142,906 | $27,097 ▼ | -2.3% | 4,513 | 0.1% | ETF |
EFA iShares MSCI EAFE ETF | $1,136,761 | | 0.0% | 12,717 | 0.1% | Finance |
COST Costco Wholesale | $1,121,615 | $1,980 ▲ | 0.2% | 1,133 | 0.1% | Retail/Wholesale |
IEUR iShares Core MSCI Europe ETF | $1,094,353 | | 0.0% | 16,531 | 0.1% | ETF |
VPL Vanguard FTSE Pacific ETF | $1,090,010 | $15,943 ▼ | -1.4% | 13,264 | 0.1% | ETF |
CVX Chevron | $1,053,594 | $15,894 ▲ | 1.5% | 7,358 | 0.1% | Energy |
