VUG Vanguard Growth ETF | $86,823,733 | $72,529,741 â–² | 507.4% | 1,007,937 | 8.3% | ETF |
VTV Vanguard Value ETF | $61,831,654 | $2,335,334 â–² | 3.9% | 283,723 | 5.9% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $50,891,456 | $1,940,439 â–² | 4.0% | 1,147,238 | 4.9% | ETF |
MOAT VanEck Morningstar Wide Moat ETF | $49,511,183 | $313,647 â–¼ | -0.6% | 476,253 | 4.8% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $45,237,410 | $467,471 â–² | 1.0% | 634,911 | 4.3% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $39,313,839 | $1,790,129 â–² | 4.8% | 1,067,151 | 3.8% | ETF |
BND Vanguard Total Bond Market ETF | $35,781,104 | $708,626 â–² | 2.0% | 487,415 | 3.4% | ETF |
IVW iShares S&P 500 Growth ETF | $32,259,922 | $624,662 â–¼ | -1.9% | 234,566 | 3.1% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $25,733,834 | $460,802 â–² | 1.8% | 117,276 | 2.5% | ETF |
IVE iShares S&P 500 Value ETF | $23,529,423 | $51,089 â–¼ | -0.2% | 103,626 | 2.3% | ETF |
AAPL Apple | $23,499,851 | $397,292 â–¼ | -1.7% | 81,213 | 2.3% | Technology |
CGXU Capital Group International Focus Equity ETF | $20,337,154 | $295,170 â–¼ | -1.4% | 587,439 | 2.0% | ETF |
FNDX Schwab Fundamental U.S. Large Company ETF | $19,271,626 | $130,527 â–² | 0.7% | 619,666 | 1.8% | ETF |
VIG Vanguard Dividend Appreciation ETF | $18,510,389 | $737,074 â–¼ | -3.8% | 78,228 | 1.8% | ETF |
VO Vanguard Mid-Cap ETF | $18,310,366 | $13,747,197 â–² | 301.3% | 227,260 | 1.8% | ETF |
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
| $18,007,062 | $1,787,315 â–² | 11.0% | 341,560 | 1.7% | ETF |
BRK.B Berkshire Hathaway | $17,232,703 | $158,121 â–¼ | -0.9% | 34,439 | 1.7% | Finance |
FNDF Schwab Fundamental International Equity ETF | $15,716,673 | $370,320 â–² | 2.4% | 297,892 | 1.5% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $15,219,996 | $624,771 â–² | 4.3% | 157,737 | 1.5% | ETF |
SCHD Schwab US Dividend Equity ETF | $12,035,483 | $704,534 â–² | 6.2% | 379,548 | 1.2% | ETF |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $11,450,487 | $442,454 â–² | 4.0% | 113,585 | 1.1% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $11,077,382 | $115,402 â–² | 1.1% | 88,790 | 1.1% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $9,968,209 | $145,749 â–² | 1.5% | 294,569 | 1.0% | ETF |
BSV Vanguard Short-Term Bond ETF | $9,957,776 | $23,841 â–² | 0.2% | 127,811 | 1.0% | ETF |
SCHX Schwab US Large-Cap ETF | $7,790,354 | $140,528 â–¼ | -1.8% | 264,708 | 0.7% | ETF |
JMUB JPMorgan Municipal ETF | $6,867,650 | $48,325 â–² | 0.7% | 135,577 | 0.7% | ETF |
PKW Invesco BuyBack Achievers ETF | $6,687,450 | $5,383 â–¼ | -0.1% | 47,208 | 0.6% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $6,412,798 | $34,357 â–² | 0.5% | 184,223 | 0.6% | ETF |
MATTHEWS EMERGING MARKETS DISCOVERY ACTIVE ETF
| $6,089,866 | $22,183 â–¼ | -0.4% | 191,899 | 0.6% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $5,894,214 | $9,263 â–¼ | -0.2% | 104,359 | 0.6% | ETF |
GBIL Goldman Sachs Access Treasury 0-1 Year ETF | $5,659,949 | $502,303 â–² | 9.7% | 56,509 | 0.5% | ETF |
MATTHEWS PACIFIC TIGER ACTIVE ETF
| $5,579,028 | $28,516 â–² | 0.5% | 123,257 | 0.5% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $5,494,278 | $67,412 â–¼ | -1.2% | 57,460 | 0.5% | ETF |
SCHF Schwab International Equity ETF | $5,462,164 | $228,553 â–² | 4.4% | 197,190 | 0.5% | ETF |
DTH WisdomTree International High Dividend Fund | $5,382,040 | $56,166 â–¼ | -1.0% | 99,465 | 0.5% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $5,032,995 | $119,315 â–² | 2.4% | 89,047 | 0.5% | ETF |
EFV iShares MSCI EAFE Value ETF | $4,905,234 | $10,487 â–¼ | -0.2% | 64,079 | 0.5% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $4,862,520 | $82,551 â–¼ | -1.7% | 81,463 | 0.5% | ETF |
VBR Vanguard Small-Cap Value ETF | $4,839,605 | $4,617 â–² | 0.1% | 19,917 | 0.5% | ETF |
RUNN Running Oak Efficient Growth ETF | $4,493,899 | $161,397 â–² | 3.7% | 138,718 | 0.4% | ETF |
IVV iShares Core S&P 500 ETF | $4,454,955 | $290,557 â–¼ | -6.1% | 5,949 | 0.4% | ETF |
HDV iShares Core High Dividend ETF | $4,407,522 | $3,519,461 â–² | 396.3% | 160,794 | 0.4% | ETF |
SCHY Schwab International Dividend Equity ETF | $4,402,982 | $518,849 â–² | 13.4% | 138,764 | 0.4% | ETF |
MSFT Microsoft | $4,306,418 | $76,840 â–² | 1.8% | 11,545 | 0.4% | Technology |
IJH iShares Core S&P Mid-Cap ETF | $4,217,335 | $96,157 â–¼ | -2.2% | 54,692 | 0.4% | ETF |
IYW iShares U.S. Technology ETF | $4,130,144 | $290,813 â–¼ | -6.6% | 16,375 | 0.4% | ETF |
SPY SPDR S&P 500 ETF Trust | $4,093,216 | $2,240 â–² | 0.1% | 5,481 | 0.4% | ETF |
SCHA Schwab US Small-Cap ETF | $4,085,890 | $165,330 â–¼ | -3.9% | 113,089 | 0.4% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $3,890,457 | $253,111 â–² | 7.0% | 168,200 | 0.4% | ETF |
PID Invesco International Dividend Achievers ETF | $3,883,722 | $491,559 â–¼ | -11.2% | 174,940 | 0.4% | ETF |
IWV iShares Russell 3000 ETF | $3,850,811 | $2,132 â–² | 0.1% | 9,031 | 0.4% | ETF |
IWM iShares Russell 2000 ETF | $3,731,675 | $19,530 â–¼ | -0.5% | 12,420 | 0.4% | ETF |
QQQ Invesco QQQ | $3,471,207 | $16,200 â–² | 0.5% | 4,714 | 0.3% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $3,458,426 | $177,900 â–² | 5.4% | 135,518 | 0.3% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $3,400,523 | $25,960 â–² | 0.8% | 36,416 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $3,208,408 | $67,630 â–¼ | -2.1% | 21,633 | 0.3% | ETF |
VTI Vanguard Total Stock Market ETF | $3,122,021 | $41,814 â–² | 1.4% | 8,437 | 0.3% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $3,105,695 | $4,702 â–¼ | -0.2% | 16,512 | 0.3% | ETF |
AMZN Amazon.com | $2,983,829 | $55,534 â–¼ | -1.8% | 12,519 | 0.3% | Consumer Discretionary |
IWR iShares Russell Mid-Cap ETF | $2,857,436 | $140,880 â–¼ | -4.7% | 25,901 | 0.3% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $2,822,917 | $456,029 â–² | 19.3% | 55,811 | 0.3% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $2,800,722 | $121,989 â–² | 4.6% | 75,167 | 0.3% | ETF |
EFG iShares MSCI EAFE Growth ETF | $2,738,532 | $2,115 â–¼ | -0.1% | 22,010 | 0.3% | ETF |
IWB iShares Russell 1000 ETF | $2,720,637 | | 0.0% | 6,644 | 0.3% | ETF |
IDOG ALPS International Sector Dividend Dogs ETF | $2,701,294 | $31,709 â–² | 1.2% | 65,597 | 0.3% | ETF |
AOR iShares Core 60/40 Balanced Allocation ETF | $2,683,391 | $9,521 â–² | 0.4% | 38,610 | 0.3% | ETF |
BIP Brookfield Infrastructure Partners | $2,643,671 | $1,533 â–¼ | -0.1% | 72,449 | 0.3% | Utilities |
DFAU Dimensional US Core Equity Market ETF | $2,639,912 | | 0.0% | 51,072 | 0.3% | ETF |
NVDA NVIDIA | $2,599,649 | $62,030 â–² | 2.4% | 12,992 | 0.2% | Technology |
MUB iShares National Muni Bond ETF | $2,585,869 | $68,984 â–¼ | -2.6% | 24,028 | 0.2% | ETF |
RSPH Invesco S&P 500 Equal Weight Health Care ETF | $2,508,742 | $3,419 â–² | 0.1% | 75,587 | 0.2% | ETF |
VNQ Vanguard Real Estate ETF | $2,501,339 | $115,332 â–¼ | -4.4% | 25,939 | 0.2% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $2,440,035 | $7,600 â–² | 0.3% | 22,152 | 0.2% | ETF |
VGT Vanguard Information Technology ETF | $2,394,704 | $2,096,860 â–² | 704.0% | 20,036 | 0.2% | ETF |
STX Seagate Technology | $2,376,795 | | 0.0% | 2,463 | 0.2% | Technology |
DES WisdomTree U.S. SmallCap Dividend Fund | $2,350,918 | $11,228 â–¼ | -0.5% | 57,791 | 0.2% | ETF |
CAT Caterpillar | $2,306,634 | $125,662 â–¼ | -5.2% | 2,166 | 0.2% | Industrials |
JPM JPMorgan Chase & Co. | $2,263,864 | $10,475 â–¼ | -0.5% | 6,916 | 0.2% | Finance |
RSP Invesco S&P 500 Equal Weight ETF | $2,185,113 | $11,277 â–¼ | -0.5% | 10,270 | 0.2% | ETF |
EFA iShares MSCI EAFE ETF | $2,116,979 | $68,042 â–¼ | -3.1% | 20,379 | 0.2% | ETF |
VB Vanguard Small-Cap ETF | $2,110,960 | $90,331 â–¼ | -4.1% | 6,964 | 0.2% | ETF |
FNDE Schwab Fundamental Emerging Markets Equity ETF | $2,100,660 | $73,130 â–² | 3.6% | 52,940 | 0.2% | ETF |
USRT iShares Core U.S. REIT ETF | $2,097,266 | $737,319 â–² | 54.2% | 31,562 | 0.2% | ETF |
DFSU Dimensional US Sustainability Core 1 ETF | $2,093,991 | $493,713 â–² | 30.9% | 44,907 | 0.2% | ETF |
MMM 3M | $2,084,032 | $1,619 â–² | 0.1% | 12,872 | 0.2% | Industrials |
VBK Vanguard Small-Cap Growth ETF | $2,036,015 | $22,309 â–¼ | -1.1% | 5,567 | 0.2% | ETF |
IHE iShares U.S. Pharmaceuticals ETF | $2,015,890 | $2,376 â–² | 0.1% | 20,360 | 0.2% | ETF |
FNDA Schwab Fundamental U.S. Small Company ETF | $1,993,058 | $91,230 â–² | 4.8% | 52,366 | 0.2% | ETF |
UNH UnitedHealth Group | $1,985,145 | $26,186 â–¼ | -1.3% | 4,776 | 0.2% | Healthcare |
RSPT Invesco S&P 500 Equal Weight Technology ETF | $1,933,769 | $2,064 â–¼ | -0.1% | 29,981 | 0.2% | ETF |
JMST JPMorgan Ultra-Short Municipal ETF | $1,927,341 | $362,865 â–² | 23.2% | 37,791 | 0.2% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $1,892,891 | $3,761 â–² | 0.2% | 51,340 | 0.2% | ETF |
IEFA iShares Core MSCI EAFE ETF | $1,878,789 | $9,658 â–¼ | -0.5% | 19,453 | 0.2% | ETF |
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF | $1,817,632 | $182,375 â–¼ | -9.1% | 32,371 | 0.2% | ETF |
GOOG Alphabet | $1,803,096 | $43,814 â–² | 2.5% | 5,103 | 0.2% | Communication Services |
USFR WisdomTree Floating Rate Treasury Fund | $1,782,973 | $19,082 â–¼ | -1.1% | 35,412 | 0.2% | ETF |
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF | $1,772,976 | $134,352 â–¼ | -7.0% | 36,937 | 0.2% | ETF |
MA Mastercard | $1,748,442 | $514 â–² | 0.0% | 3,404 | 0.2% | Finance |
V Visa | $1,708,757 | $686 â–² | 0.0% | 4,980 | 0.2% | Finance |
DFSI Dimensional International Sustainability Core 1 ETF | $1,681,713 | $299,415 â–² | 21.7% | 37,289 | 0.2% | ETF |
