VUG Vanguard Growth ETF | $72,480,351 | $126,372,704 â–¼ | -63.6% | 165,939 | 7.8% | ETF |
VTV Vanguard Value ETF | $53,563,940 | $5,068,431 â–² | 10.5% | 273,007 | 5.8% | ETF |
MOAT VanEck Morningstar Wide Moat ETF | $46,344,862 | $8,343,854 â–¼ | -15.3% | 479,270 | 5.0% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $42,881,799 | $2,759,642 â–² | 6.9% | 1,103,495 | 4.6% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $40,264,681 | $2,668,164 â–¼ | -6.2% | 628,350 | 4.4% | ETF |
BND Vanguard Total Bond Market ETF | $35,182,401 | $9,091,596 â–¼ | -20.5% | 477,762 | 3.8% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $34,600,463 | $1,981,233 â–² | 6.1% | 1,018,559 | 3.7% | ETF |
IVW iShares S&P 500 Growth ETF | $27,045,540 | $387,063 â–¼ | -1.4% | 239,108 | 2.9% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $22,091,959 | $1,041,722 â–¼ | -4.5% | 115,176 | 2.4% | ETF |
IVE iShares S&P 500 Value ETF | $21,928,073 | $151,183 â–¼ | -0.7% | 103,851 | 2.4% | ETF |
AAPL Apple | $20,959,434 | $164,709 â–¼ | -0.8% | 82,586 | 2.3% | Computer and Technology |
CGXU Capital Group International Focus Equity ETF | $17,574,994 | $544,562 â–² | 3.2% | 595,965 | 1.9% | ETF |
VIG Vanguard Dividend Appreciation ETF | $17,493,721 | $388,185 â–¼ | -2.2% | 81,343 | 1.9% | ETF |
FNDX Schwab Fundamental U.S. Large Company ETF | $17,140,807 | $6,638,965 â–¼ | -27.9% | 615,469 | 1.9% | ETF |
BRK.B Berkshire Hathaway | $16,654,377 | $76,671 â–² | 0.5% | 34,755 | 1.8% | Finance |
VO Vanguard Mid-Cap ETF | $16,264,863 | $759,885 â–² | 4.9% | 56,636 | 1.8% | ETF |
FNDF Schwab Fundamental International Equity ETF | $14,231,394 | $320,028 â–² | 2.3% | 290,873 | 1.5% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $12,188,709 | $11,896,284 â–² | 4,068.1% | 151,262 | 1.3% | ETF |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $10,981,802 | $3,199,824 â–² | 41.1% | 109,196 | 1.2% | ETF |
SCHD Schwab US Dividend Equity ETF | $10,962,880 | $435,073 â–² | 4.1% | 357,330 | 1.2% | ETF |
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
| $10,137,346 | $10,137,346 â–² | New Holding | 307,658 | 1.1% | ETF |
BSV Vanguard Short-Term Bond ETF | $9,997,701 | $1,196,305 â–¼ | -10.7% | 127,505 | 1.1% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $9,706,485 | $289,212 â–² | 3.1% | 87,865 | 1.1% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $8,455,333 | $276,415 â–¼ | -3.2% | 290,262 | 0.9% | ETF |
SCHX Schwab US Large-Cap ETF | $6,909,556 | $802,918 â–¼ | -10.4% | 269,483 | 0.7% | ETF |
JMUB JPMorgan Municipal ETF | $6,729,813 | $1,282,045 â–² | 23.5% | 134,623 | 0.7% | ETF |
PKW Invesco BuyBack Achievers ETF | $6,200,951 | $62,343 â–¼ | -1.0% | 47,246 | 0.7% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $5,924,154 | $272,451 â–² | 4.8% | 104,523 | 0.6% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $5,588,683 | $177,205 â–¼ | -3.1% | 183,236 | 0.6% | ETF |
DTH WisdomTree International High Dividend Fund | $5,436,213 | $80,216 â–² | 1.5% | 100,503 | 0.6% | Finance |
GBIL Goldman Sachs Access Treasury 0-1 Year ETF | $5,159,185 | $558,159 â–² | 12.1% | 51,494 | 0.6% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $5,109,176 | $96,184 â–¼ | -1.8% | 58,165 | 0.6% | Manufacturing |
MATTHEWS EMERGING MARKETS DISCOVERY ACTIVE ETF
| $5,055,024 | $106,298 â–² | 2.1% | 192,598 | 0.5% | ETF |
EFV iShares MSCI EAFE Value ETF | $4,774,484 | $444,095 â–¼ | -8.5% | 64,216 | 0.5% | ETF |
SCHF Schwab International Equity ETF | $4,676,248 | $84,200 â–¼ | -1.8% | 188,939 | 0.5% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $4,566,719 | $62,195 â–² | 1.4% | 86,936 | 0.5% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $4,477,825 | $291,275 â–¼ | -6.1% | 82,846 | 0.5% | ETF |
HDV iShares Core High Dividend ETF | $4,396,990 | $13,979 â–¼ | -0.3% | 32,398 | 0.5% | ETF |
PID Invesco International Dividend Achievers ETF | $4,383,995 | $539,474 â–¼ | -11.0% | 197,082 | 0.5% | Manufacturing |
VBR Vanguard Small-Cap Value ETF | $4,322,920 | $2,607 â–² | 0.1% | 19,898 | 0.5% | ETF |
RUNN Running Oak Efficient Growth ETF | $4,307,641 | $186,689 â–² | 4.5% | 133,736 | 0.5% | ETF |
MATTHEWS PACIFIC TIGER ACTIVE ETF
| $4,271,920 | $31,736 â–² | 0.7% | 122,627 | 0.5% | ETF |
MSFT Microsoft | $4,197,486 | $21,100 â–² | 0.5% | 11,339 | 0.5% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $4,139,394 | $377,556 â–¼ | -8.4% | 6,337 | 0.4% | ETF |
SCHY Schwab International Dividend Equity ETF | $3,875,571 | $233,683 â–² | 6.4% | 122,412 | 0.4% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $3,777,531 | $12,088 â–² | 0.3% | 55,939 | 0.4% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $3,651,514 | $372 â–² | 0.0% | 157,257 | 0.4% | ETF |
SPY SPDR S&P 500 ETF Trust | $3,562,586 | $135,922 â–¼ | -3.7% | 5,478 | 0.4% | Finance |
SCHA Schwab US Small-Cap ETF | $3,421,712 | $432,072 â–¼ | -11.2% | 117,665 | 0.4% | ETF |
IWV iShares Russell 3000 ETF | $3,345,737 | $1,112 â–² | 0.0% | 9,026 | 0.4% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $3,293,381 | $137,452 â–² | 4.4% | 128,547 | 0.4% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $3,196,788 | $24,769 â–² | 0.8% | 36,138 | 0.3% | ETF |
IYW iShares U.S. Technology ETF | $3,179,876 | $9,385,424 â–¼ | -74.7% | 17,528 | 0.3% | Manufacturing |
IWM iShares Russell 2000 ETF | $3,096,181 | $16,615 â–¼ | -0.5% | 12,485 | 0.3% | Finance |
IJR iShares Core S&P Small-Cap ETF | $2,745,902 | $31,948 â–¼ | -1.2% | 22,089 | 0.3% | ETF |
QQQ Invesco QQQ | $2,707,985 | $111,390 â–¼ | -4.0% | 4,692 | 0.3% | Finance |
IDOG ALPS International Sector Dividend Dogs ETF | $2,700,181 | $53,731 â–¼ | -2.0% | 64,827 | 0.3% | ETF |
VTI Vanguard Total Stock Market ETF | $2,670,399 | $93,034 â–² | 3.6% | 8,324 | 0.3% | ETF |
AMZN Amazon.com | $2,655,903 | $93,515 â–² | 3.6% | 12,752 | 0.3% | Retail/Wholesale |
IWR iShares Russell Mid-Cap ETF | $2,642,495 | $27,808 â–¼ | -1.0% | 27,178 | 0.3% | ETF |
MUB iShares National Muni Bond ETF | $2,618,614 | $17,939 â–² | 0.7% | 24,669 | 0.3% | ETF |
BIP Brookfield Infrastructure Partners | $2,618,392 | $31,100 â–¼ | -1.2% | 72,491 | 0.3% | Finance |
IUSG iShares Core S&P U.S. Growth ETF | $2,565,048 | $65,766 â–¼ | -2.5% | 16,537 | 0.3% | Manufacturing |
DFIC Dimensional International Core Equity 2 ETF | $2,554,358 | $145,176 â–² | 6.0% | 71,893 | 0.3% | ETF |
AOR iShares Core 60/40 Balanced Allocation ETF | $2,475,760 | $4,891 â–² | 0.2% | 38,473 | 0.3% | ETF |
EFG iShares MSCI EAFE Growth ETF | $2,453,159 | $47,110 â–¼ | -1.9% | 22,027 | 0.3% | ETF |
VNQ Vanguard Real Estate ETF | $2,406,888 | $244,104 â–¼ | -9.2% | 27,135 | 0.3% | ETF |
IWB iShares Russell 1000 ETF | $2,368,914 | | 0.0% | 6,644 | 0.3% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $2,334,616 | $480,693 â–² | 25.9% | 46,795 | 0.3% | ETF |
DFAU Dimensional US Core Equity Market ETF | $2,304,369 | | 0.0% | 51,072 | 0.2% | ETF |
RSPH Invesco S&P 500 Equal Weight Health Care ETF | $2,279,122 | $3,140 â–² | 0.1% | 75,484 | 0.2% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $2,257,961 | $6,851 â–² | 0.3% | 22,083 | 0.2% | Manufacturing |
NVDA NVIDIA | $2,211,704 | $45,518 â–² | 2.1% | 12,682 | 0.2% | Computer and Technology |
DES WisdomTree U.S. SmallCap Dividend Fund | $2,086,655 | $2,587 â–² | 0.1% | 58,067 | 0.2% | Finance |
JPST JPMorgan Ultra-Short Income ETF | $2,086,291 | $712,739 â–² | 51.9% | 41,223 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $2,043,796 | $24,415 â–² | 1.2% | 6,948 | 0.2% | Finance |
EFA iShares MSCI EAFE ETF | $2,043,003 | $21,077 â–² | 1.0% | 21,034 | 0.2% | Finance |
RSP Invesco S&P 500 Equal Weight ETF | $1,981,128 | $34,161 â–¼ | -1.7% | 10,323 | 0.2% | ETF |
FNDE Schwab Fundamental Emerging Markets Equity ETF | $1,954,978 | $158,741 â–² | 8.8% | 51,097 | 0.2% | ETF |
VB Vanguard Small-Cap ETF | $1,902,077 | $18,858 â–¼ | -1.0% | 7,262 | 0.2% | ETF |
MMM 3M | $1,867,947 | $86,121 â–¼ | -4.4% | 12,862 | 0.2% | Multi-Sector Conglomerates |
XOM ExxonMobil | $1,827,560 | $25,109 â–² | 1.4% | 10,772 | 0.2% | Energy |
USFR WisdomTree Floating Rate Treasury Fund | $1,801,710 | $112,258 â–¼ | -5.9% | 35,791 | 0.2% | Finance |
IEFA iShares Core MSCI EAFE ETF | $1,770,119 | $6,337 â–² | 0.4% | 19,553 | 0.2% | ETF |
IHE iShares U.S. Pharmaceuticals ETF | $1,762,686 | $2,340 â–² | 0.1% | 20,336 | 0.2% | ETF |
VGT Vanguard Information Technology ETF | $1,738,914 | $47,450 â–² | 2.8% | 2,492 | 0.2% | ETF |
LMT Lockheed Martin | $1,713,610 | $14,507 â–¼ | -0.8% | 2,835 | 0.2% | Aerospace |
VBK Vanguard Small-Cap Growth ETF | $1,701,029 | $11,788 â–² | 0.7% | 5,628 | 0.2% | ETF |
MA Mastercard | $1,700,119 | $999 â–¼ | -0.1% | 3,403 | 0.2% | Business Services |
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF | $1,651,428 | $493,151 â–¼ | -23.0% | 39,736 | 0.2% | ETF |
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF | $1,622,445 | $499,547 â–¼ | -23.5% | 35,619 | 0.2% | ETF |
FNDA Schwab Fundamental U.S. Small Company ETF | $1,620,497 | $32,852 â–¼ | -2.0% | 49,969 | 0.2% | ETF |
CAT Caterpillar | $1,618,332 | $2,126 â–² | 0.1% | 2,284 | 0.2% | Industrials |
NOG Northern Oil and Gas | $1,606,101 | | 0.0% | 54,947 | 0.2% | Energy |
SCHM Schwab U.S. Mid-Cap ETF | $1,586,326 | $54,242 â–¼ | -3.3% | 51,238 | 0.2% | ETF |
VYM Vanguard High Dividend Yield ETF | $1,572,820 | $481,917 â–² | 44.2% | 10,620 | 0.2% | Financial Services |
JMST JPMorgan Ultra-Short Municipal ETF | $1,563,862 | $529,733 â–² | 51.2% | 30,676 | 0.2% | ETF |
V Visa | $1,504,679 | $1,814 â–¼ | -0.1% | 4,978 | 0.2% | Business Services |
VOO Vanguard S&P 500 ETF | $1,458,631 | $1,195 â–¼ | -0.1% | 2,441 | 0.2% | ETF |
RCL Royal Caribbean Cruises | $1,453,073 | $78,158 â–¼ | -5.1% | 5,280 | 0.2% | Consumer Discretionary |
