VUG Vanguard Growth ETF | $60,458,560 | $2,530,360 ▲ | 4.4% | 147,302 | 8.2% | ETF |
MOAT VanEck Morningstar Wide Moat ETF | $42,632,921 | $394,638 ▲ | 0.9% | 459,778 | 5.8% | ETF |
IVE iShares S&P 500 Value ETF | $29,140,122 | $639,257 ▲ | 2.2% | 152,662 | 3.9% | ETF |
IVW iShares S&P 500 Growth ETF | $26,725,906 | $914,784 ▲ | 3.5% | 263,232 | 3.6% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $24,666,538 | $306,096 ▲ | 1.3% | 515,821 | 3.3% | ETF |
BND Vanguard Total Bond Market ETF | $24,352,319 | $1,480,842 ▲ | 6.5% | 338,650 | 3.3% | ETF |
FNDX Schwab Fundamental U.S. Large Company Index ETF | $23,109,546 | $15,507,770 ▲ | 204.0% | 975,910 | 3.1% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $22,094,431 | $1,620,057 ▼ | -6.8% | 638,752 | 3.0% | ETF |
VTV Vanguard Value ETF | $21,895,351 | $408,689 ▼ | -1.8% | 129,329 | 3.0% | ETF |
AAPL Apple | $20,399,246 | $208,600 ▼ | -1.0% | 81,460 | 2.8% | Computer and Technology |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $19,313,510 | $787,124 ▲ | 4.2% | 238,645 | 2.6% | Manufacturing |
VIG Vanguard Dividend Appreciation ETF | $18,064,534 | $483,113 ▼ | -2.6% | 92,246 | 2.4% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $17,880,232 | $761,111 ▲ | 4.4% | 100,406 | 2.4% | ETF |
BRK.B Berkshire Hathaway | $16,626,337 | $2,139,938 ▼ | -11.4% | 36,680 | 2.3% | Finance |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $16,235,055 | $26,650 ▲ | 0.2% | 653,059 | 2.2% | ETF |
BSV Vanguard Short-Term Bond ETF | $14,776,627 | $1,568,038 ▼ | -9.6% | 191,234 | 2.0% | ETF |
CGXU Capital Group International Focus Equity ETF | $12,597,512 | $66,214 ▼ | -0.5% | 510,641 | 1.7% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $10,276,607 | $1,305,021 ▲ | 14.5% | 164,927 | 1.4% | ETF |
IYW iShares U.S. Technology ETF | $9,874,276 | $535,189 ▲ | 5.7% | 61,900 | 1.3% | Manufacturing |
SCHX Schwab US Large-Cap ETF | $9,205,647 | $5,837,496 ▲ | 173.3% | 397,137 | 1.2% | ETF |
FNDF Schwab Fundamental International Large Company Index ETF | $8,354,121 | $259,802 ▲ | 3.2% | 251,554 | 1.1% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $7,189,091 | $5,403,963 ▲ | 302.7% | 257,951 | 1.0% | ETF |
SCHD Schwab US Dividend Equity ETF | $7,108,641 | $5,083,709 ▲ | 251.1% | 260,199 | 1.0% | ETF |
VO Vanguard Mid-Cap ETF | $6,729,841 | $20,602 ▲ | 0.3% | 25,479 | 0.9% | ETF |
PKW Invesco BuyBack Achievers ETF | $5,517,652 | $49,046 ▼ | -0.9% | 47,925 | 0.7% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $5,447,223 | $671,432 ▲ | 14.1% | 94,685 | 0.7% | ETF |
MSFT Microsoft | $4,956,525 | $79,665 ▼ | -1.6% | 11,759 | 0.7% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $4,954,975 | $175,631 ▼ | -3.4% | 112,511 | 0.7% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $4,579,417 | $3,031,559 ▲ | 195.9% | 175,658 | 0.6% | ETF |
PID Invesco International Dividend Achievers ETF | $4,300,275 | $18,383 ▲ | 0.4% | 234,859 | 0.6% | Manufacturing |
SCHA Schwab US Small-Cap ETF | $3,938,079 | $1,912,342 ▲ | 94.4% | 152,285 | 0.5% | ETF |
EFV iShares MSCI EAFE Value ETF | $3,831,293 | $505,547 ▼ | -11.7% | 73,019 | 0.5% | ETF |
HDV iShares Core High Dividend ETF | $3,707,716 | $5,950 ▼ | -0.2% | 33,028 | 0.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $3,702,141 | $383,283 ▲ | 11.5% | 6,317 | 0.5% | Finance |
VBR Vanguard Small-Cap Value ETF | $3,676,067 | $747,738 ▲ | 25.5% | 18,549 | 0.5% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $3,648,385 | $110,809 ▲ | 3.1% | 71,579 | 0.5% | Finance |
DTH WisdomTree International High Dividend Fund | $3,559,172 | $68,571 ▲ | 2.0% | 94,208 | 0.5% | Finance |
RUNN Running Oak Efficient Growth ETF | $3,493,347 | $387,472 ▲ | 12.5% | 106,602 | 0.5% | ETF |
TLT iShares 20+ Year Treasury Bond ETF | $3,414,914 | $177,889 ▲ | 5.5% | 39,104 | 0.5% | ETF |
IJR iShares Core S&P Small-Cap ETF | $3,300,260 | $233,321 ▲ | 7.6% | 28,643 | 0.4% | ETF |
MATTHEWS PACIFIC TIGER ACTIVE ETF
| $3,206,264 | $2,380,788 ▲ | 288.4% | 122,564 | 0.4% | ETF |
SCHF Schwab International Equity ETF | $3,089,352 | $1,641,653 ▲ | 113.4% | 166,992 | 0.4% | ETF |
IWV iShares Russell 3000 ETF | $3,001,097 | $206,892 ▲ | 7.4% | 8,979 | 0.4% | ETF |
IVV iShares Core S&P 500 ETF | $2,992,233 | $20,604 ▲ | 0.7% | 5,083 | 0.4% | ETF |
VNQ Vanguard Real Estate ETF | $2,774,735 | $4,009 ▼ | -0.1% | 31,149 | 0.4% | ETF |
TFLO iShares Treasury Floating Rate Bond ETF | $2,751,486 | $338,504 ▼ | -11.0% | 54,517 | 0.4% | ETF |
IWM iShares Russell 2000 ETF | $2,737,834 | $763,836 ▲ | 38.7% | 12,391 | 0.4% | Finance |
SPAB SPDR Portfolio Aggregate Bond ETF | $2,669,260 | $107,007 ▼ | -3.9% | 106,813 | 0.4% | ETF |
QQQ Invesco QQQ | $2,568,441 | $1,595,051 ▲ | 163.9% | 5,024 | 0.3% | Finance |
RSP Invesco S&P 500 Equal Weight ETF | $2,557,399 | $87,437 ▼ | -3.3% | 14,595 | 0.3% | ETF |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $2,531,234 | $1,571,699 ▲ | 163.8% | 25,227 | 0.3% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $2,491,046 | $1,960,422 ▲ | 369.5% | 25,806 | 0.3% | ETF |
AMZN Amazon.com | $2,482,986 | $368,126 ▼ | -12.9% | 11,318 | 0.3% | Retail/Wholesale |
VIGI Vanguard International Dividend Appreciation ETF | $2,412,454 | $282,289 ▲ | 13.3% | 30,159 | 0.3% | ETF |
IWR iShares Russell Mid-Cap ETF | $2,376,905 | $28,553 ▲ | 1.2% | 26,888 | 0.3% | ETF |
BIP Brookfield Infrastructure Partners | $2,375,119 | $22,603 ▼ | -0.9% | 74,713 | 0.3% | Finance |
AOR iShares Core 60/40 Balanced Allocation ETF | $2,335,720 | $17,196 ▼ | -0.7% | 40,749 | 0.3% | ETF |
UNH UnitedHealth Group | $2,334,745 | $30,860 ▼ | -1.3% | 4,615 | 0.3% | Medical |
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF | $2,309,534 | $522,857 ▼ | -18.5% | 59,817 | 0.3% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $2,291,362 | $18,394 ▲ | 0.8% | 16,443 | 0.3% | Manufacturing |
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF | $2,226,471 | $344,605 ▼ | -13.4% | 67,226 | 0.3% | ETF |
RSPH Invesco S&P 500 Equal Weight Health Care ETF | $2,220,031 | $2,666 ▲ | 0.1% | 75,769 | 0.3% | ETF |
EFG iShares MSCI EAFE Growth ETF | $2,172,796 | $52,289 ▼ | -2.3% | 22,439 | 0.3% | ETF |
DFAU Dimensional US Core Equity Market ETF | $2,162,328 | | 0.0% | 53,404 | 0.3% | ETF |
NOG Northern Oil and Gas | $2,153,311 | $40,133 ▼ | -1.8% | 57,947 | 0.3% | Energy |
VTI Vanguard Total Stock Market ETF | $2,147,304 | $343,731 ▼ | -13.8% | 7,409 | 0.3% | ETF |
IWB iShares Russell 1000 ETF | $2,116,850 | | 0.0% | 6,571 | 0.3% | ETF |
GGG Graco | $2,077,713 | $24,107 ▼ | -1.1% | 24,650 | 0.3% | Industrials |
VB Vanguard Small-Cap ETF | $2,064,977 | $64,636 ▲ | 3.2% | 8,594 | 0.3% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $2,014,018 | $49,906 ▲ | 2.5% | 21,752 | 0.3% | Manufacturing |
USFR WisdomTree Bloomberg Floating Rate Treasury Fund | $1,993,264 | $51,829 ▼ | -2.5% | 39,612 | 0.3% | Finance |
MMM 3M | $1,961,768 | $134,382 ▲ | 7.4% | 15,197 | 0.3% | Multi-Sector Conglomerates |
IDOG ALPS International Sector Dividend Dogs ETF | $1,949,094 | $2,050 ▲ | 0.1% | 67,489 | 0.3% | ETF |
MA Mastercard | $1,844,279 | $143,245 ▲ | 8.4% | 3,502 | 0.2% | Business Services |
DES WisdomTree U.S. SmallCap Dividend Fund | $1,828,535 | $11,164 ▲ | 0.6% | 53,232 | 0.2% | Finance |
NVDA NVIDIA | $1,748,191 | $838,240 ▼ | -32.4% | 13,018 | 0.2% | Computer and Technology |
VYM Vanguard High Dividend Yield ETF | $1,693,791 | $638 ▲ | 0.0% | 13,275 | 0.2% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $1,688,495 | $1,140,119 ▲ | 207.9% | 60,935 | 0.2% | ETF |
RCL Royal Caribbean Cruises | $1,683,897 | $278,919 ▼ | -14.2% | 7,299 | 0.2% | Consumer Discretionary |
JPM JPMorgan Chase & Co. | $1,682,152 | $367,499 ▲ | 28.0% | 7,017 | 0.2% | Finance |
DFIC Dimensional International Core Equity 2 ETF | $1,634,851 | $53,577 ▼ | -3.2% | 63,256 | 0.2% | ETF |
EFA iShares MSCI EAFE ETF | $1,619,771 | $13,988 ▼ | -0.9% | 21,423 | 0.2% | Finance |
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
| $1,518,494 | $262,368 ▲ | 20.9% | 24,476 | 0.2% | ETF |
SCHP Schwab U.S. TIPS ETF | $1,503,903 | $666,803 ▲ | 79.7% | 58,223 | 0.2% | ETF |
V Visa | $1,471,860 | $188,052 ▲ | 14.6% | 4,657 | 0.2% | Business Services |
SCHY Schwab International Dividend Equity ETF | $1,469,996 | $156,014 ▲ | 11.9% | 63,581 | 0.2% | ETF |
VUSB Vanguard Ultra-Short Bond ETF | $1,461,947 | $294,344 ▼ | -16.8% | 29,463 | 0.2% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $1,387,649 | $59,404 ▲ | 4.5% | 27,681 | 0.2% | ETF |
VBK Vanguard Small-Cap Growth ETF | $1,384,975 | $671,342 ▲ | 94.1% | 4,945 | 0.2% | ETF |
IEFA iShares Core MSCI EAFE ETF | $1,367,783 | $48,071 ▼ | -3.4% | 19,462 | 0.2% | ETF |
XOM Exxon Mobil | $1,355,834 | $112,843 ▲ | 9.1% | 12,604 | 0.2% | Energy |
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | $1,340,129 | $19,115 ▼ | -1.4% | 46,132 | 0.2% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $1,331,268 | $2,830 ▼ | -0.2% | 10,350 | 0.2% | ETF |
IHE iShares U.S. Pharmaceuticals ETF | $1,324,583 | $1,643 ▲ | 0.1% | 20,155 | 0.2% | ETF |
LMT Lockheed Martin | $1,314,408 | $152,578 ▲ | 13.1% | 2,705 | 0.2% | Aerospace |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $1,292,485 | $24,976 ▲ | 2.0% | 22,925 | 0.2% | ETF |
MUB iShares National Muni Bond ETF | $1,259,208 | $147,039 ▲ | 13.2% | 11,818 | 0.2% | ETF |
ESGV Vanguard ESG US Stock ETF | $1,258,253 | $4,510 ▼ | -0.4% | 11,996 | 0.2% | ETF |
VGT Vanguard Information Technology ETF | $1,227,960 | $1,007,860 ▲ | 457.9% | 1,975 | 0.2% | ETF |
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF | $1,227,947 | $39,400 ▼ | -3.1% | 40,796 | 0.2% | ETF |
