IWB iShares Russell 1000 ETF | $18,024,715 | $5,837,548 ▲ | 47.9% | 53,081 | 9.4% | ETF |
BSV Vanguard Short-Term Bond ETF | $12,381,271 | $138,355 ▼ | -1.1% | 157,322 | 6.4% | ETF |
VTI Vanguard Total Stock Market ETF | $7,677,756 | $100,599 ▲ | 1.3% | 25,262 | 4.0% | ETF |
IWM iShares Russell 2000 ETF | $7,242,991 | $33,447 ▲ | 0.5% | 33,565 | 3.8% | Finance |
IVV iShares Core S&P 500 ETF | $6,644,872 | $6,373,539 ▲ | 2,349.0% | 10,702 | 3.4% | ETF |
VOO Vanguard S&P 500 ETF | $6,498,831 | $118,718 ▼ | -1.8% | 11,441 | 3.4% | ETF |
GVI iShares Intermediate Government/Credit Bond ETF | $6,229,061 | $35,241 ▲ | 0.6% | 58,330 | 3.2% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $6,002,265 | $864,691 ▲ | 16.8% | 119,401 | 3.1% | Manufacturing |
SCHO Schwab Short-Term U.S. Treasury ETF | $5,490,815 | $2,273,289 ▲ | 70.7% | 225,218 | 2.8% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $4,758,359 | $43,980 ▲ | 0.9% | 97,808 | 2.5% | Manufacturing |
ACWX iShares MSCI ACWI ex U.S. ETF | $4,273,235 | $57,588 ▲ | 1.4% | 70,122 | 2.2% | Manufacturing |
VEA Vanguard FTSE Developed Markets ETF | $4,172,361 | $12,884 ▲ | 0.3% | 73,186 | 2.2% | ETF |
BND Vanguard Total Bond Market ETF | $4,017,845 | $238,340 ▼ | -5.6% | 54,568 | 2.1% | ETF |
SCHP Schwab U.S. TIPS ETF | $3,359,639 | $17,555 ▼ | -0.5% | 125,924 | 1.7% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $3,304,170 | $163,287 ▼ | -4.7% | 92,192 | 1.7% | ETF |
SCHB Schwab US Broad Market ETF | $3,036,029 | $21,757 ▼ | -0.7% | 127,404 | 1.6% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $2,924,393 | $3,480 ▼ | -0.1% | 37,812 | 1.5% | ETF |
SCHX Schwab US Large-Cap ETF | $2,903,013 | $198,062 ▼ | -6.4% | 118,781 | 1.5% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $2,618,447 | $124,830 ▲ | 5.0% | 53,405 | 1.4% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $2,586,938 | $19,678 ▲ | 0.8% | 88,081 | 1.3% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $2,509,259 | $382,495 ▲ | 18.0% | 34,520 | 1.3% | ETF |
SCHA Schwab US Small-Cap ETF | $2,446,694 | $118,404 ▲ | 5.1% | 96,707 | 1.3% | ETF |
NVDA NVIDIA | $2,291,171 | $131,290 ▼ | -5.4% | 14,502 | 1.2% | Computer and Technology |
MSFT Microsoft | $2,010,531 | $57,202 ▼ | -2.8% | 4,042 | 1.0% | Computer and Technology |
SCHZ Schwab U.S. Aggregate Bond ETF | $1,996,166 | $157,218 ▲ | 8.5% | 85,894 | 1.0% | ETF |
SCHF Schwab International Equity ETF | $1,972,581 | $94,699 ▲ | 5.0% | 89,257 | 1.0% | ETF |
AAPL Apple | $1,525,234 | $95,814 ▼ | -5.9% | 7,434 | 0.8% | Computer and Technology |
VYM Vanguard High Dividend Yield ETF | $1,384,561 | $10,798 ▼ | -0.8% | 10,386 | 0.7% | ETF |
VB Vanguard Small-Cap ETF | $1,337,728 | $79,387 ▲ | 6.3% | 5,645 | 0.7% | ETF |
VBR Vanguard Small-Cap Value ETF | $1,332,116 | $75,664 ▼ | -5.4% | 6,831 | 0.7% | ETF |
VIG Vanguard Dividend Appreciation ETF | $1,295,152 | $276,100 ▼ | -17.6% | 6,328 | 0.7% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $1,232,332 | $30,467 ▼ | -2.4% | 24,916 | 0.6% | ETF |
AMZN Amazon.com | $1,206,206 | $42,342 ▼ | -3.4% | 5,498 | 0.6% | Retail/Wholesale |
IEFA iShares Core MSCI EAFE ETF | $1,193,490 | $1,085 ▼ | -0.1% | 14,297 | 0.6% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $1,105,622 | | 0.0% | 14,540 | 0.6% | ETF |
GOOGL Alphabet | $1,094,388 | $31,369 ▼ | -2.8% | 6,210 | 0.6% | Computer and Technology |
META Meta Platforms | $1,048,826 | $203,713 ▼ | -16.3% | 1,421 | 0.5% | Computer and Technology |
MUB iShares National Muni Bond ETF | $1,023,486 | | 0.0% | 9,796 | 0.5% | ETF |
NFLX Netflix | $1,004,347 | $16,070 ▼ | -1.6% | 750 | 0.5% | Consumer Discretionary |
SCHE Schwab Emerging Markets Equity ETF | $958,534 | $64,620 ▲ | 7.2% | 31,803 | 0.5% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $928,136 | $112,401 ▼ | -10.8% | 8,728 | 0.5% | ETF |
RCL Royal Caribbean Cruises | $920,945 | $23,799 ▼ | -2.5% | 2,941 | 0.5% | Consumer Discretionary |
SCHD Schwab US Dividend Equity ETF | $914,303 | | 0.0% | 34,502 | 0.5% | ETF |
VTV Vanguard Value ETF | $895,781 | | 0.0% | 5,068 | 0.5% | ETF |
VTWO Vanguard Russell 2000 ETF | $841,150 | $46,750 ▼ | -5.3% | 9,644 | 0.4% | ETF |
VT Vanguard Total World Stock ETF | $826,307 | $16,323 ▲ | 2.0% | 6,429 | 0.4% | ETF |
DFSV Dimensional US Small Cap Value ETF | $807,936 | $69,454 ▲ | 9.4% | 27,453 | 0.4% | ETF |
SPY SPDR S&P 500 ETF Trust | $783,426 | $10,503 ▼ | -1.3% | 1,268 | 0.4% | Finance |
VGSH Vanguard Short-Term Treasury ETF | $768,548 | $48,435 ▲ | 6.7% | 13,075 | 0.4% | ETF |
DFAU Dimensional US Core Equity Market ETF | $755,152 | | 0.0% | 17,827 | 0.4% | ETF |
HWM Howmet Aerospace | $725,349 | $193,575 ▼ | -21.1% | 3,897 | 0.4% | Aerospace |
DISV Dimensional International Small Cap Value ETF | $722,045 | $7,471 ▲ | 1.0% | 21,940 | 0.4% | ETF |
COR Cencora | $664,468 | $16,792 ▼ | -2.5% | 2,216 | 0.3% | Medical |
DFIC Dimensional International Core Equity 2 ETF | $658,237 | | 0.0% | 21,172 | 0.3% | ETF |
COIN Coinbase Global | $656,468 | $233,426 ▼ | -26.2% | 1,873 | 0.3% | Finance |
VRT Vertiv | $648,599 | $19,518 ▼ | -2.9% | 5,051 | 0.3% | Computer and Technology |
AGG iShares Core U.S. Aggregate Bond ETF | $635,475 | $17,856 ▲ | 2.9% | 6,406 | 0.3% | Finance |
VCSH Vanguard Short-Term Corporate Bond ETF | $614,696 | $1,829 ▲ | 0.3% | 7,732 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $614,319 | $21,163 ▼ | -3.3% | 2,119 | 0.3% | Finance |
CEG Constellation Energy | $604,207 | $35,181 ▼ | -5.5% | 1,872 | 0.3% | Energy |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $583,103 | | 0.0% | 4,318 | 0.3% | ETF |
VOE Vanguard Mid-Cap Value ETF | $559,657 | $37,826 ▼ | -6.3% | 3,403 | 0.3% | ETF |
VV Vanguard Large-Cap ETF | $535,223 | $5,706 ▼ | -1.1% | 1,876 | 0.3% | ETF |
RSG Republic Services | $527,006 | $15,783 ▼ | -2.9% | 2,137 | 0.3% | Business Services |
PWZ Invesco California AMT-Free Municipal Bond ETF | $516,561 | | 0.0% | 22,132 | 0.3% | ETF |
BSX Boston Scientific | $507,620 | $13,426 ▼ | -2.6% | 4,726 | 0.3% | Medical |
VXUS Vanguard Total International Stock ETF | $505,324 | $190,688 ▲ | 60.6% | 7,314 | 0.3% | ETF |
CSCO Cisco Systems | $491,419 | $4,302 ▲ | 0.9% | 7,083 | 0.3% | Computer and Technology |
DFAI Dimensional International Core Equity Market ETF | $455,045 | | 0.0% | 13,163 | 0.2% | ETF |
JMST JPMorgan Ultra-Short Municipal ETF | $451,406 | | 0.0% | 8,865 | 0.2% | ETF |
PYPL PayPal | $438,116 | $21,850 ▲ | 5.2% | 5,895 | 0.2% | Business Services |
SFM Sprouts Farmers Market | $402,874 | $395,630 ▲ | 5,461.4% | 2,447 | 0.2% | Retail/Wholesale |
BK Bank of New York Mellon | $399,973 | $20,044 ▼ | -4.8% | 4,390 | 0.2% | Finance |
MGC Vanguard Mega Cap ETF | $396,759 | | 0.0% | 1,764 | 0.2% | ETF |
GILD Gilead Sciences | $394,808 | $19,957 ▼ | -4.8% | 3,561 | 0.2% | Medical |
PODD Insulet | $390,840 | $19,479 ▼ | -4.7% | 1,244 | 0.2% | Medical |
IBM International Business Machines | $380,856 | $16,802 ▼ | -4.2% | 1,292 | 0.2% | Computer and Technology |
RMD ResMed | $374,100 | $19,608 ▼ | -5.0% | 1,450 | 0.2% | Medical |
PGR Progressive | $345,317 | $16,278 ▼ | -4.5% | 1,294 | 0.2% | Finance |
Reddit Inc
| $342,396 | $15,358 ▼ | -4.3% | 2,274 | 0.2% | COM |
Arista Networks Inc
| $341,306 | $16,779 ▼ | -4.7% | 3,336 | 0.2% | COM |
VYMI Vanguard International High Dividend Yield ETF | $339,544 | | 0.0% | 4,238 | 0.2% | ETF |
DFLV Dimensional US Large Cap Value ETF | $337,490 | $91,662 ▲ | 37.3% | 10,880 | 0.2% | ETF |
APH Amphenol | $330,319 | $330,319 ▲ | New Holding | 3,345 | 0.2% | Computer and Technology |
TMUS T-Mobile US | $327,131 | $15,725 ▼ | -4.6% | 1,373 | 0.2% | Computer and Technology |
Applovin Corp
| $318,573 | $612,290 ▼ | -65.8% | 910 | 0.2% | COM |
BlackRock Inc
| $313,726 | $15,739 ▼ | -4.8% | 299 | 0.2% | COM |
TWLO Twilio | $312,392 | $306,174 ▲ | 4,924.0% | 2,512 | 0.2% | Computer and Technology |
PFE Pfizer | $309,472 | $15,271 ▼ | -4.7% | 12,767 | 0.2% | Medical |
BKR Baker Hughes | $301,084 | $15,298 ▼ | -4.8% | 7,853 | 0.2% | Energy |
FOXA FOX | $291,464 | $291,464 ▲ | New Holding | 5,201 | 0.2% | Consumer Discretionary |
SPGI S&P Global | $289,482 | $69,602 ▼ | -19.4% | 549 | 0.2% | Finance |
TYL Tyler Technologies | $286,935 | $12,450 ▼ | -4.2% | 484 | 0.1% | Computer and Technology |
PM Philip Morris International | $285,033 | $1,639 ▼ | -0.6% | 1,565 | 0.1% | Consumer Staples |
AIZ Assurant | $284,781 | $13,232 ▼ | -4.4% | 1,442 | 0.1% | Finance |
RACE Ferrari | $284,138 | $284,138 ▲ | New Holding | 579 | 0.1% | Auto/Tires/Trucks |
CME CME Group | $280,030 | $280,030 ▲ | New Holding | 1,016 | 0.1% | Finance |
PPC Pilgrim's Pride | $278,246 | $18,172 ▼ | -6.1% | 6,186 | 0.1% | Consumer Staples |
MPC Marathon Petroleum | $275,743 | $140,861 ▼ | -33.8% | 1,660 | 0.1% | Energy |
DOCS Doximity | $272,043 | $12,268 ▼ | -4.3% | 4,435 | 0.1% | Medical |