VOO Vanguard S&P 500 ETF | $25,413,204 | $5,378 â–¼ | 0.0% | 42,529 | 11.9% | ETF |
BSV Vanguard Short-Term Bond ETF | $13,673,357 | $938,332 â–² | 7.4% | 174,383 | 6.4% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $8,877,345 | $1,629,854 â–² | 22.5% | 365,774 | 4.1% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $8,759,713 | $649,648 â–² | 8.0% | 175,370 | 4.1% | Manufacturing |
VTI Vanguard Total Stock Market ETF | $8,346,116 | $230,339 â–² | 2.8% | 26,016 | 3.9% | ETF |
IWM iShares Russell 2000 ETF | $8,087,280 | | 0.0% | 32,610 | 3.8% | Finance |
GVI iShares Intermediate Government/Credit Bond ETF | $7,487,336 | $49,286 â–² | 0.7% | 70,185 | 3.5% | ETF |
IVV iShares Core S&P 500 ETF | $6,748,313 | | 0.0% | 10,331 | 3.2% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $4,930,558 | $298,676 â–² | 6.4% | 76,944 | 2.3% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $4,877,160 | $46,279 â–² | 1.0% | 100,643 | 2.3% | Manufacturing |
ACWX iShares MSCI ACWI ex U.S. ETF | $4,874,516 | | 0.0% | 71,192 | 2.3% | Manufacturing |
BND Vanguard Total Bond Market ETF | $4,304,457 | $234,100 â–² | 5.8% | 58,453 | 2.0% | ETF |
SCHP Schwab U.S. TIPS ETF | $3,974,152 | $224,136 â–² | 6.0% | 149,348 | 1.9% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $3,714,883 | $95,129 â–² | 2.6% | 95,597 | 1.7% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $3,334,498 | $299,460 â–² | 9.9% | 43,204 | 1.6% | ETF |
SCHB Schwab US Broad Market ETF | $3,184,545 | $13,353 â–¼ | -0.4% | 126,874 | 1.5% | ETF |
SCHX Schwab US Large-Cap ETF | $3,115,366 | $209,043 â–² | 7.2% | 121,504 | 1.5% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $3,109,291 | $442,781 â–² | 16.6% | 133,906 | 1.5% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $3,108,446 | $384,951 â–² | 14.1% | 62,306 | 1.5% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $3,106,057 | $55,507 â–² | 1.8% | 91,435 | 1.5% | ETF |
SCHA Schwab US Small-Cap ETF | $2,803,198 | $11,952 â–¼ | -0.4% | 96,396 | 1.3% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $2,513,421 | $206,964 â–² | 9.0% | 32,838 | 1.2% | ETF |
NVDA NVIDIA | $2,372,712 | $19,707 â–¼ | -0.8% | 13,605 | 1.1% | Computer and Technology |
SCHF Schwab International Equity ETF | $2,086,556 | $32,076 â–² | 1.6% | 84,305 | 1.0% | ETF |
AAPL Apple | $2,031,843 | $6,599 â–¼ | -0.3% | 8,006 | 0.9% | Computer and Technology |
GOOGL Alphabet | $1,914,061 | $71,317 â–² | 3.9% | 6,656 | 0.9% | Computer and Technology |
MSFT Microsoft | $1,680,202 | $6,663 â–¼ | -0.4% | 4,539 | 0.8% | Computer and Technology |
VYM Vanguard High Dividend Yield ETF | $1,527,246 | $3,110 â–¼ | -0.2% | 10,312 | 0.7% | Financial Services |
VB Vanguard Small-Cap ETF | $1,511,830 | $63,648 â–¼ | -4.0% | 5,772 | 0.7% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $1,445,180 | $94,857 â–² | 7.0% | 26,738 | 0.7% | ETF |
VBR Vanguard Small-Cap Value ETF | $1,396,876 | $83,422 â–¼ | -5.6% | 6,430 | 0.7% | ETF |
VIG Vanguard Dividend Appreciation ETF | $1,361,975 | $16,990 â–¼ | -1.2% | 6,333 | 0.6% | ETF |
IEFA iShares Core MSCI EAFE ETF | $1,295,335 | $543 â–¼ | 0.0% | 14,308 | 0.6% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $1,226,808 | | 0.0% | 14,680 | 0.6% | ETF |
VRT Vertiv | $1,175,721 | $6,515 â–¼ | -0.6% | 4,692 | 0.5% | Computer and Technology |
SCHE Schwab Emerging Markets Equity ETF | $1,092,681 | $57,926 â–² | 5.6% | 33,162 | 0.5% | ETF |
VT Vanguard Total World Stock ETF | $1,086,330 | $16,321 â–² | 1.5% | 7,854 | 0.5% | ETF |
SCHD Schwab US Dividend Equity ETF | $1,082,851 | | 0.0% | 35,295 | 0.5% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $1,082,466 | $96,063 â–² | 9.7% | 10,164 | 0.5% | ETF |
MUB iShares National Muni Bond ETF | $1,039,845 | | 0.0% | 9,796 | 0.5% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $937,109 | $55,988 â–² | 6.4% | 9,440 | 0.4% | Finance |
VTV Vanguard Value ETF | $896,900 | $87,316 â–¼ | -8.9% | 4,571 | 0.4% | ETF |
VTWO Vanguard Russell 2000 ETF | $873,382 | $144,645 â–¼ | -14.2% | 8,719 | 0.4% | ETF |
DISV Dimensional International Small Cap Value ETF | $872,176 | $6,863 â–² | 0.8% | 22,114 | 0.4% | ETF |
DFSV Dimensional US Small Cap Value ETF | $857,943 | $57,710 â–¼ | -6.3% | 24,485 | 0.4% | ETF |
SPY SPDR S&P 500 ETF Trust | $824,623 | | 0.0% | 1,268 | 0.4% | Finance |
HWM Howmet Aerospace | $811,219 | $5,992 â–¼ | -0.7% | 3,520 | 0.4% | Aerospace |
DFAU Dimensional US Core Equity Market ETF | $802,910 | $1,444 â–¼ | -0.2% | 17,795 | 0.4% | ETF |
PWZ Invesco California AMT-Free Municipal Bond ETF | $789,214 | $61,083 â–² | 8.4% | 33,063 | 0.4% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $752,241 | | 0.0% | 21,172 | 0.4% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $747,263 | $4,156 â–¼ | -0.6% | 12,765 | 0.3% | ETF |
AMZN Amazon.com | $742,899 | $401,961 â–¼ | -35.1% | 3,567 | 0.3% | Retail/Wholesale |
META Meta Platforms | $680,835 | $1,144 â–² | 0.2% | 1,190 | 0.3% | Computer and Technology |
VCSH Vanguard Short-Term Corporate Bond ETF | $672,046 | $26,159 â–¼ | -3.7% | 8,478 | 0.3% | ETF |
Lam Research Corp
| $626,665 | $3,419 â–¼ | -0.5% | 2,933 | 0.3% | COM |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $615,013 | | 0.0% | 4,318 | 0.3% | ETF |
VOE Vanguard Mid-Cap Value ETF | $600,569 | $17,507 â–¼ | -2.8% | 3,259 | 0.3% | ETF |
AKAM Akamai Technologies | $592,971 | $206,845 â–² | 53.6% | 5,163 | 0.3% | Computer and Technology |
WDC Western Digital | $577,767 | $46,254 â–¼ | -7.4% | 2,136 | 0.3% | Computer and Technology |
DFLV Dimensional US Large Cap Value ETF | $553,189 | $61,458 â–² | 12.5% | 15,491 | 0.3% | ETF |
CSCO Cisco Systems | $511,861 | $3,569 â–¼ | -0.7% | 6,597 | 0.2% | Computer and Technology |
VV Vanguard Large-Cap ETF | $511,033 | $3,287 â–¼ | -0.6% | 1,710 | 0.2% | ETF |
DFAI Dimensional International Core Equity Market ETF | $502,467 | | 0.0% | 12,897 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $494,189 | $89,131 â–¼ | -15.3% | 1,680 | 0.2% | Finance |
BK BNY | $465,741 | $2,728 â–¼ | -0.6% | 3,926 | 0.2% | Finance |
VEU Vanguard FTSE All-World ex-US ETF | $461,489 | | 0.0% | 6,145 | 0.2% | ETF |
JMST JPMorgan Ultra-Short Municipal ETF | $451,938 | | 0.0% | 8,865 | 0.2% | ETF |
MGC Vanguard Mega Cap ETF | $412,194 | $4,727 â–¼ | -1.1% | 1,744 | 0.2% | ETF |
AVGO Broadcom | $405,149 | $405,149 â–² | New Holding | 1,309 | 0.2% | Computer and Technology |
CHRW C.H. Robinson Worldwide | $398,734 | $1,993 â–¼ | -0.5% | 2,401 | 0.2% | Transportation |
VYMI Vanguard International High Dividend Yield ETF | $396,140 | | 0.0% | 4,204 | 0.2% | ETF |
TPR Tapestry | $390,734 | $706 â–² | 0.2% | 2,769 | 0.2% | Retail/Wholesale |
GLW Corning | $377,997 | $1,360 â–² | 0.4% | 2,780 | 0.2% | Computer and Technology |
APH Amphenol | $374,501 | $2,022 â–¼ | -0.5% | 2,964 | 0.2% | Computer and Technology |
FIX Comfort Systems USA | $370,948 | $1,379 â–¼ | -0.4% | 269 | 0.2% | Construction |
Arista Networks Inc
| $366,007 | $1,596 â–¼ | -0.4% | 2,981 | 0.2% | COM |
BKR Baker Hughes | $362,332 | $2,015 â–¼ | -0.6% | 5,935 | 0.2% | Energy |
MPC Marathon Petroleum | $358,456 | $4,639 â–¼ | -1.3% | 1,468 | 0.2% | Energy |
VXUS Vanguard Total International Stock ETF | $353,087 | | 0.0% | 4,579 | 0.2% | ETF |
HAS Hasbro | $339,394 | $281 â–² | 0.1% | 3,626 | 0.2% | Consumer Discretionary |
NEM Newmont | $335,900 | $1,516 â–¼ | -0.4% | 3,103 | 0.2% | Basic Materials |
Applovin Corp
| $325,166 | $1,592 â–¼ | -0.5% | 817 | 0.2% | COM |
IEMG iShares Core MSCI Emerging Markets ETF | $324,686 | | 0.0% | 4,655 | 0.2% | ETF |
PFE Pfizer | $320,702 | $1,881 â–¼ | -0.6% | 11,421 | 0.1% | Medical |
MGA Magna International | $314,489 | $279 â–¼ | -0.1% | 5,635 | 0.1% | Auto/Tires/Trucks |
DFAE Dimensional Emerging Core Equity Market ETF | $312,257 | | 0.0% | 9,222 | 0.1% | ETF |
PH Parker-Hannifin | $310,648 | $1,790 â–¼ | -0.6% | 347 | 0.1% | Industrials |
TRV Travelers Companies | $305,972 | $292 â–¼ | -0.1% | 1,049 | 0.1% | Finance |
KMI Kinder Morgan | $304,285 | $939 â–¼ | -0.3% | 9,075 | 0.1% | Energy |
NFLX Netflix | $299,988 | $1,731 â–¼ | -0.6% | 3,120 | 0.1% | Consumer Discretionary |
CBRE CBRE Group | $295,032 | $1,490 â–¼ | -0.5% | 2,178 | 0.1% | Finance |
RMD ResMed | $290,253 | $1,347 â–¼ | -0.5% | 1,293 | 0.1% | Medical |
TAXF American Century Diversified Municipal Bond ETF | $289,639 | $23,624 â–² | 8.9% | 5,787 | 0.1% | ETF |
TWLO Twilio | $285,108 | $1,384 â–¼ | -0.5% | 2,266 | 0.1% | Computer and Technology |
FE FirstEnergy | $283,341 | $355 â–¼ | -0.1% | 5,593 | 0.1% | Utilities |
IBM International Business Machines | $282,869 | $1,697 â–¼ | -0.6% | 1,167 | 0.1% | Computer and Technology |
AIZ Assurant | $280,757 | $1,742 â–¼ | -0.6% | 1,289 | 0.1% | Finance |
MS Morgan Stanley | $280,592 | $494 â–¼ | -0.2% | 1,705 | 0.1% | Finance |
VGIT Vanguard Intermediate-Term Treasury ETF | $279,885 | | 0.0% | 4,700 | 0.1% | ETF |
Reddit Inc
| $275,225 | $1,077 â–¼ | -0.4% | 2,044 | 0.1% | COM |
