JCPB JPMorgan Core Plus Bond ETF | $47,480,210 | $8,370,489 ▲ | 21.4% | 1,017,906 | 6.0% | ETF |
VTI Vanguard Total Stock Market ETF | $31,975,629 | $2,959,729 ▲ | 10.2% | 123,031 | 4.1% | ETF |
AVDE Avantis International Equity ETF | $29,504,176 | $3,751,547 ▲ | 14.6% | 462,883 | 3.7% | ETF |
IQDG WisdomTree International Quality Dividend Growth Fund | $28,195,831 | $2,785,078 ▲ | 11.0% | 740,826 | 3.6% | Finance |
JMBS Janus Henderson Mortgage-Backed Securities ETF | $22,810,633 | $1,470,080 ▲ | 6.9% | 505,779 | 2.9% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $21,868,816 | $3,477,544 ▲ | 18.9% | 436,503 | 2.8% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $21,366,610 | $3,051,892 ▲ | 16.7% | 292,093 | 2.7% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $20,491,769 | $997,404 ▲ | 5.1% | 384,173 | 2.6% | ETF |
BINC BlackRock Flexible Income ETF | $17,608,094 | $17,608,094 ▲ | New Holding | 335,648 | 2.2% | ETF |
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | $16,738,925 | $4,641,310 ▲ | 38.4% | 364,921 | 2.1% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $14,289,225 | $3,182,838 ▼ | -18.2% | 394,839 | 1.8% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $13,334,914 | $98,939 ▼ | -0.7% | 81,137 | 1.7% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $11,959,123 | $1,936,721 ▲ | 19.3% | 333,681 | 1.5% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $11,749,571 | $14,019 ▲ | 0.1% | 154,214 | 1.5% | Manufacturing |
DFAS Dimensional U.S. Small Cap ETF | $11,583,707 | $3,481,128 ▼ | -23.1% | 185,815 | 1.5% | ETF |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $11,161,503 | $923,100 ▼ | -7.6% | 341,435 | 1.4% | ETF |
JPIB JPMorgan International Bond Opportunities ETF | $10,945,362 | $703,395 ▼ | -6.0% | 229,848 | 1.4% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $10,877,316 | $3,124,861 ▼ | -22.3% | 187,669 | 1.4% | ETF |
VTV Vanguard Value ETF | $10,785,982 | $742,962 ▲ | 7.4% | 66,229 | 1.4% | ETF |
MSFT Microsoft | $10,167,776 | $190,162 ▲ | 1.9% | 24,168 | 1.3% | Computer and Technology |
VTEB Vanguard Tax-Exempt Bond ETF | $8,239,094 | $4,230,918 ▲ | 105.6% | 162,828 | 1.0% | ETF |
BSV Vanguard Short-Term Bond ETF | $8,109,381 | $181,938 ▼ | -2.2% | 105,770 | 1.0% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $7,691,520 | $26,391 ▲ | 0.3% | 240,736 | 1.0% | ETF |
SPY SPDR S&P 500 ETF Trust | $7,690,090 | $324,300 ▲ | 4.4% | 14,702 | 1.0% | Finance |
AAPL Apple | $7,022,500 | $389,777 ▲ | 5.9% | 40,952 | 0.9% | Computer and Technology |
JMUB JPMorgan Municipal ETF | $6,731,270 | $4,245,720 ▲ | 170.8% | 132,662 | 0.9% | ETF |
AMZN Amazon.com | $6,634,733 | $7,035 ▲ | 0.1% | 36,782 | 0.8% | Retail/Wholesale |
MUB iShares National Muni Bond ETF | $6,380,250 | $146,013 ▼ | -2.2% | 59,296 | 0.8% | ETF |
GOOGL Alphabet | $6,104,421 | $165,723 ▲ | 2.8% | 40,445 | 0.8% | Computer and Technology |
DFAU Dimensional US Core Equity Market ETF | $6,103,934 | $567,868 ▲ | 10.3% | 167,048 | 0.8% | ETF |
VEA Vanguard FTSE Developed Markets Index Fund ETF Shares | $6,013,107 | $222,854 ▼ | -3.6% | 119,855 | 0.8% | ETF |
VBR Vanguard Small-Cap Value ETF | $5,429,414 | $93,445 ▲ | 1.8% | 28,296 | 0.7% | ETF |
VUG Vanguard Growth ETF | $5,388,398 | $275,701 ▲ | 5.4% | 15,655 | 0.7% | ETF |
DFCF Dimensional Core Fixed Income ETF | $5,346,120 | $149,846 ▲ | 2.9% | 127,440 | 0.7% | ETF |
NVDA NVIDIA | $4,855,112 | $241,265 ▲ | 5.2% | 5,373 | 0.6% | Computer and Technology |
ISTB iShares Core 1-5 Year USD Bond ETF | $4,678,426 | $11,117,915 ▼ | -70.4% | 98,618 | 0.6% | Manufacturing |
SCMB Schwab Municipal Bond ETF | $4,457,406 | $4,457,406 ▲ | New Holding | 85,637 | 0.6% | ETF |
AVGO Broadcom | $4,281,134 | $140,495 ▼ | -3.2% | 3,230 | 0.5% | Computer and Technology |
HYMB SPDR Nuveen Bloomberg High Yield Municipal Bond ETF | $4,198,029 | $100,756 ▲ | 2.5% | 163,411 | 0.5% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $4,033,566 | $674,001 ▲ | 20.1% | 68,774 | 0.5% | ETF |
SCHF Schwab International Equity ETF | $3,953,973 | $186,633 ▲ | 5.0% | 101,332 | 0.5% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $3,908,460 | $26,127 ▲ | 0.7% | 153,634 | 0.5% | ETF |
PG Procter & Gamble | $3,795,687 | $77,231 ▲ | 2.1% | 23,394 | 0.5% | Consumer Staples |
CRM Salesforce | $3,690,961 | $40,358 ▲ | 1.1% | 12,255 | 0.5% | Computer and Technology |
CVX Chevron | $3,570,149 | $366,748 ▲ | 11.4% | 22,633 | 0.5% | Oils/Energy |
WMT Walmart | $3,542,290 | $2,381,122 ▲ | 205.1% | 58,871 | 0.4% | Retail/Wholesale |
MRK Merck & Co., Inc. | $3,512,497 | $112,289 ▲ | 3.3% | 26,620 | 0.4% | Medical |
JPM JPMorgan Chase & Co. | $3,503,327 | $20,231 ▲ | 0.6% | 17,490 | 0.4% | Finance |
JNJ Johnson & Johnson | $3,493,375 | $105,040 ▲ | 3.1% | 22,083 | 0.4% | Medical |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | $3,466,405 | $52,882 ▲ | 1.5% | 85,149 | 0.4% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $3,460,546 | $50,678 ▼ | -1.4% | 53,945 | 0.4% | ETF |
MA Mastercard | $3,406,149 | $88,609 ▲ | 2.7% | 7,073 | 0.4% | Business Services |
AMT American Tower | $3,399,155 | $456,632 ▲ | 15.5% | 17,203 | 0.4% | Finance |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $3,325,467 | $81,868 ▲ | 2.5% | 111,705 | 0.4% | ETF |
PEP PepsiCo | $3,319,779 | $224,889 ▲ | 7.3% | 18,969 | 0.4% | Consumer Staples |
BNDX Vanguard Total International Bond ETF | $3,290,185 | $28,629 ▲ | 0.9% | 66,887 | 0.4% | ETF |
HD Home Depot | $3,205,493 | $6,521 ▲ | 0.2% | 8,356 | 0.4% | Retail/Wholesale |
KLAC KLA | $3,189,690 | $107,580 ▼ | -3.3% | 4,566 | 0.4% | Computer and Technology |
USMV iShares MSCI USA Min Vol Factor ETF | $3,171,404 | $153,535 ▲ | 5.1% | 37,945 | 0.4% | ETF |
META Meta Platforms | $3,120,460 | $325,351 ▲ | 11.6% | 6,426 | 0.4% | Computer and Technology |
CSCO Cisco Systems | $3,103,191 | $153,872 ▲ | 5.2% | 62,176 | 0.4% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $3,099,486 | $498,272 ▼ | -13.8% | 74,204 | 0.4% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $3,084,062 | $677,339 ▼ | -18.0% | 129,311 | 0.4% | ETF |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $3,082,411 | $650,392 ▼ | -17.4% | 124,241 | 0.4% | ETF |
VIG Vanguard Dividend Appreciation ETF | $3,047,679 | $23,556 ▼ | -0.8% | 16,690 | 0.4% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $3,004,314 | $505,820 ▼ | -14.4% | 126,232 | 0.4% | ETF |
MCK McKesson | $2,967,711 | $33,285 ▼ | -1.1% | 5,528 | 0.4% | Medical |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $2,963,246 | $453,221 ▼ | -13.3% | 118,982 | 0.4% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $2,857,964 | $109,589 ▼ | -3.7% | 113,052 | 0.4% | ETF |
RTX RTX | $2,848,974 | $103,188 ▲ | 3.8% | 29,211 | 0.4% | Aerospace |
IXUS iShares Core MSCI Total International Stock ETF | $2,827,930 | $76,003 ▲ | 2.8% | 41,673 | 0.4% | Manufacturing |
MCD McDonald's | $2,796,111 | $101,221 ▲ | 3.8% | 9,917 | 0.4% | Retail/Wholesale |
MDT Medtronic | $2,671,881 | $83,404 ▲ | 3.2% | 30,658 | 0.3% | Medical |
SWKS Skyworks Solutions | $2,646,160 | $67,917 ▲ | 2.6% | 24,429 | 0.3% | Computer and Technology |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $2,622,039 | $442,343 ▼ | -14.4% | 114,901 | 0.3% | ETF |
CMCSA Comcast | $2,620,566 | $180,901 ▲ | 7.4% | 60,451 | 0.3% | Consumer Discretionary |
ESGV Vanguard ESG US Stock ETF | $2,599,911 | $16,029 ▲ | 0.6% | 27,899 | 0.3% | ETF |
IBDW iShares iBonds Dec 2031 Term Corporate ETF | $2,586,532 | $439,756 ▼ | -14.5% | 126,234 | 0.3% | ETF |
SCHB Schwab US Broad Market ETF | $2,575,691 | $101,892 ▲ | 4.1% | 42,190 | 0.3% | ETF |
VSGX Vanguard ESG International Stock ETF | $2,563,384 | $43,332 ▼ | -1.7% | 44,604 | 0.3% | ETF |
SUSA iShares MSCI USA ESG Select ETF | $2,562,761 | $69,869 ▲ | 2.8% | 23,475 | 0.3% | ETF |
MCHP Microchip Technology | $2,562,566 | $231,990 ▲ | 10.0% | 28,565 | 0.3% | Computer and Technology |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | $2,559,342 | $449,551 ▼ | -14.9% | 119,595 | 0.3% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $2,536,453 | $10,480 ▲ | 0.4% | 25,898 | 0.3% | Finance |
CAT Caterpillar | $2,520,324 | $63,759 ▼ | -2.5% | 6,878 | 0.3% | Industrial Products |
ANET Arista Networks | $2,499,918 | $458,168 ▲ | 22.4% | 8,621 | 0.3% | Computer and Technology |
ENB Enbridge | $2,498,503 | $97,432 ▲ | 4.1% | 69,058 | 0.3% | Oils/Energy |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $2,425,766 | $89,688 ▲ | 3.8% | 30,130 | 0.3% | ETF |
COF Capital One Financial | $2,348,012 | $121,048 ▼ | -4.9% | 15,770 | 0.3% | Finance |
CVS CVS Health | $2,269,192 | $26,162 ▲ | 1.2% | 28,450 | 0.3% | Retail/Wholesale |
DFAI Dimensional International Core Equity Market ETF | $2,249,637 | $206,614 ▲ | 10.1% | 74,442 | 0.3% | ETF |
IWF iShares Russell 1000 Growth ETF | $2,237,001 | $5,056 ▼ | -0.2% | 6,637 | 0.3% | ETF |
IBDX iShares iBonds Dec 2032 Term Corporate ETF | $2,212,307 | $530,785 ▼ | -19.3% | 89,170 | 0.3% | ETF |
BMY Bristol-Myers Squibb | $2,206,872 | $635,299 ▲ | 40.4% | 40,695 | 0.3% | Medical |
BX Blackstone | $2,203,098 | $126,905 ▼ | -5.4% | 16,770 | 0.3% | Finance |
FDX FedEx | $2,196,241 | $176,742 ▲ | 8.8% | 7,580 | 0.3% | Transportation |
DUK Duke Energy | $2,166,506 | $157,541 ▲ | 7.8% | 22,402 | 0.3% | Utilities |
CRL Charles River Laboratories International | $2,145,924 | $240,333 ▲ | 12.6% | 7,920 | 0.3% | Medical |
BLK BlackRock | $2,140,167 | $40,019 ▼ | -1.8% | 2,567 | 0.3% | Finance |
WM Waste Management | $2,121,065 | $639 ▼ | 0.0% | 9,951 | 0.3% | Business Services |
