VUG Vanguard Growth ETF | $449,607,380 | $197,067 ▲ | 0.0% | 1,024,392 | 6.3% | ETF |
VTV Vanguard Value ETF | $374,903,456 | $6,049,484 ▼ | -1.6% | 2,109,740 | 5.2% | ETF |
IWF iShares Russell 1000 Growth ETF | $279,491,345 | $1,529,762 ▲ | 0.6% | 658,277 | 3.9% | ETF |
AAPL Apple | $189,053,276 | $1,052,895 ▼ | -0.6% | 921,480 | 2.6% | Computer and Technology |
MSFT Microsoft | $156,568,181 | $8,020,695 ▲ | 5.4% | 314,788 | 2.2% | Computer and Technology |
VBR Vanguard Small-Cap Value ETF | $152,404,311 | $2,812,829 ▼ | -1.8% | 777,889 | 2.1% | ETF |
IEFA iShares Core MSCI EAFE ETF | $144,277,294 | $27,395,377 ▲ | 23.4% | 1,728,286 | 2.0% | ETF |
VBK Vanguard Small-Cap Growth ETF | $142,348,883 | $263,214 ▲ | 0.2% | 513,229 | 2.0% | ETF |
NVDA NVIDIA | $140,568,019 | $4,023,429 ▲ | 2.9% | 889,680 | 2.0% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $136,399,703 | $5,078,994 ▼ | -3.6% | 2,757,780 | 1.9% | ETF |
VOO Vanguard S&P 500 ETF | $118,986,250 | $30,534,555 ▲ | 34.5% | 208,832 | 1.7% | ETF |
BAC Bank of America | $113,932,940 | $3,322,620 ▼ | -2.8% | 2,407,713 | 1.6% | Finance |
BND Vanguard Total Bond Market ETF | $108,911,221 | $38,746,413 ▲ | 55.2% | 1,479,230 | 1.5% | ETF |
IVV iShares Core S&P 500 ETF | $86,423,673 | $549,481 ▲ | 0.6% | 139,195 | 1.2% | ETF |
AMZN Amazon.com | $82,705,586 | $6,003,421 ▲ | 7.8% | 376,895 | 1.2% | Retail/Wholesale |
VEA Vanguard FTSE Developed Markets ETF | $78,180,962 | $1,323,999 ▼ | -1.7% | 1,371,357 | 1.1% | ETF |
SPY SPDR S&P 500 ETF Trust | $78,177,545 | $627,447 ▲ | 0.8% | 357,716 | 1.1% | Finance |
IWD iShares Russell 1000 Value ETF | $76,820,852 | $1,015,040 ▼ | -1.3% | 395,517 | 1.1% | ETF |
DFUS Dimensional U.S. Equity ETF | $67,653,685 | $676,902 ▼ | -1.0% | 1,009,455 | 0.9% | ETF |
DFIV Dimensional International Value ETF | $64,909,662 | $4,487,298 ▼ | -6.5% | 1,515,519 | 0.9% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $63,327,489 | $425,272 ▼ | -0.7% | 348,451 | 0.9% | ETF |
SCHF Schwab International Equity ETF | $63,209,488 | $3,929,011 ▼ | -5.9% | 2,859,928 | 0.9% | ETF |
META Meta Platforms | $62,480,666 | $1,839,816 ▲ | 3.0% | 84,663 | 0.9% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $62,083,590 | $672,164 ▼ | -1.1% | 203,662 | 0.9% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $61,307,504 | $2,227,769 ▲ | 3.8% | 1,021,283 | 0.9% | ETF |
BRK.A Berkshire Hathaway | $59,032,800 | $728,800 ▼ | -1.2% | 81 | 0.8% | Finance |
DFUV Dimensional US Marketwide Value ETF | $59,011,642 | $8,330,599 ▼ | -12.4% | 1,395,734 | 0.8% | ETF |
BRK.B Berkshire Hathaway | $52,042,904 | $930,248 ▲ | 1.8% | 107,135 | 0.7% | Finance |
JPM JPMorgan Chase & Co. | $50,247,763 | $1,091,215 ▲ | 2.2% | 173,323 | 0.7% | Finance |
IVW iShares S&P 500 Growth ETF | $49,084,332 | $3,601,260 ▼ | -6.8% | 445,816 | 0.7% | ETF |
IWB iShares Russell 1000 ETF | $47,195,233 | $5,220,787 ▼ | -10.0% | 138,988 | 0.7% | ETF |
EFA iShares MSCI EAFE ETF | $46,682,379 | $657,016 ▼ | -1.4% | 522,233 | 0.7% | Finance |
VB Vanguard Small-Cap ETF | $42,430,529 | $14,540,276 ▼ | -25.5% | 178,520 | 0.6% | ETF |
GOOGL Alphabet | $41,612,105 | $312,986 ▼ | -0.7% | 236,123 | 0.6% | Computer and Technology |
AVGO Broadcom | $41,042,198 | $58,176 ▲ | 0.1% | 148,856 | 0.6% | Computer and Technology |
SCHX Schwab US Large-Cap ETF | $39,641,098 | $13,852,999 ▼ | -25.9% | 1,621,940 | 0.6% | ETF |
IWN iShares Russell 2000 Value ETF | $37,343,601 | $906,017 ▲ | 2.5% | 236,711 | 0.5% | ETF |
GOOG Alphabet | $35,671,793 | $460,566 ▲ | 1.3% | 200,988 | 0.5% | Computer and Technology |
SCHD Schwab US Dividend Equity ETF | $35,230,231 | $6,831,462 ▲ | 24.1% | 1,328,370 | 0.5% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $33,514,631 | $409,546 ▼ | -1.2% | 786,913 | 0.5% | ETF |
IWO iShares Russell 2000 Growth ETF | $32,826,968 | $861,295 ▲ | 2.7% | 114,836 | 0.5% | ETF |
THO Thor Industries | $31,830,452 | $17,762 ▲ | 0.1% | 358,411 | 0.4% | Construction |
HD Home Depot | $31,803,641 | $805,879 ▲ | 2.6% | 86,743 | 0.4% | Retail/Wholesale |
QUAL iShares MSCI USA Quality Factor ETF | $29,373,552 | $10,623,138 ▼ | -26.6% | 160,669 | 0.4% | ETF |
V Visa | $29,218,001 | $3,043,253 ▲ | 11.6% | 82,299 | 0.4% | Business Services |
QQQ Invesco QQQ | $29,049,373 | $302,005 ▼ | -1.0% | 52,615 | 0.4% | Finance |
USRT iShares Core U.S. REIT ETF | $28,873,655 | $2,376,986 ▼ | -7.6% | 510,497 | 0.4% | ETF |
MUB iShares National Muni Bond ETF | $28,350,129 | $4,088,198 ▲ | 16.9% | 271,345 | 0.4% | ETF |
NFLX Netflix | $28,015,021 | $1,013,640 ▲ | 3.8% | 20,922 | 0.4% | Consumer Discretionary |
VIGI Vanguard International Dividend Appreciation ETF | $27,376,738 | $3,538,922 ▲ | 14.8% | 303,781 | 0.4% | ETF |
EFG iShares MSCI EAFE Growth ETF | $27,006,105 | $696,192 ▼ | -2.5% | 241,126 | 0.4% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $26,548,882 | $3,018,387 ▼ | -10.2% | 428,070 | 0.4% | ETF |
PM Philip Morris International | $25,542,860 | $2,551,259 ▲ | 11.1% | 139,225 | 0.4% | Consumer Staples |
SCZ iShares MSCI EAFE Small-Cap ETF | $25,397,430 | $1,315,358 ▼ | -4.9% | 349,443 | 0.4% | ETF |
TSLA Tesla | $25,073,523 | $743,651 ▼ | -2.9% | 78,931 | 0.3% | Auto/Tires/Trucks |
DFAS Dimensional U.S. Small Cap ETF | $24,051,077 | $2,469,525 ▼ | -9.3% | 377,509 | 0.3% | ETF |
LLY Eli Lilly and Company | $23,817,439 | $1,245,672 ▲ | 5.5% | 30,554 | 0.3% | Medical |
FI Fiserv | $23,576,387 | $243,271 ▼ | -1.0% | 136,746 | 0.3% | Business Services |
IWM iShares Russell 2000 ETF | $23,225,705 | $479,489 ▼ | -2.0% | 150,014 | 0.3% | Finance |
USMV iShares MSCI USA Min Vol Factor ETF | $21,845,317 | $4,099,018 ▼ | -15.8% | 232,719 | 0.3% | ETF |
JNJ Johnson & Johnson | $21,357,620 | $827,293 ▲ | 4.0% | 139,821 | 0.3% | Medical |
COST Costco Wholesale | $20,957,922 | $449,388 ▲ | 2.2% | 21,173 | 0.3% | Retail/Wholesale |
BX Blackstone | $20,561,536 | $351,961 ▲ | 1.7% | 137,462 | 0.3% | Finance |
CGBD Carlyle Secured Lending | $20,529,040 | $20,529,040 ▲ | New Holding | 1,458,028 | 0.3% | Finance |
IVE iShares S&P 500 Value ETF | $20,455,796 | $226,883 ▲ | 1.1% | 104,676 | 0.3% | ETF |
VV Vanguard Large-Cap ETF | $20,289,813 | $1,066,183 ▼ | -5.0% | 70,907 | 0.3% | ETF |
AMLP Alerian MLP ETF | $20,281,067 | $2,384,315 ▼ | -10.5% | 415,086 | 0.3% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $20,225,054 | $2,949,721 ▼ | -12.7% | 374,816 | 0.3% | ETF |
DGRO iShares Core Dividend Growth ETF | $20,169,528 | $6,394 ▲ | 0.0% | 315,445 | 0.3% | ETF |
ABBV AbbVie | $20,167,582 | $90,397 ▲ | 0.5% | 108,650 | 0.3% | Medical |
PG Procter & Gamble | $19,928,424 | $499,310 ▲ | 2.6% | 125,084 | 0.3% | Consumer Staples |
ORCL Oracle | $19,643,717 | $1,002,835 ▲ | 5.4% | 89,851 | 0.3% | Computer and Technology |
XOM Exxon Mobil | $19,384,190 | $1,414,030 ▲ | 7.9% | 179,814 | 0.3% | Energy |
CVX Chevron | $19,276,857 | $453,484 ▲ | 2.4% | 134,624 | 0.3% | Energy |
KO CocaCola | $18,902,883 | $169,000 ▼ | -0.9% | 265,982 | 0.3% | Consumer Staples |
WMT Walmart | $18,234,770 | $1,212,855 ▲ | 7.1% | 186,489 | 0.3% | Retail/Wholesale |
ESGU iShares ESG Aware MSCI USA ETF | $18,133,919 | $2,496,023 ▼ | -12.1% | 134,027 | 0.3% | Manufacturing |
WFC Wells Fargo & Company | $17,502,934 | $1,139,686 ▼ | -6.1% | 218,463 | 0.2% | Finance |
ADP Automatic Data Processing | $17,100,097 | $45,210 ▼ | -0.3% | 55,223 | 0.2% | Computer and Technology |
MCD McDonald's | $17,096,233 | $278,729 ▲ | 1.7% | 58,515 | 0.2% | Retail/Wholesale |
VONE Vanguard Russell 1000 ETF | $16,752,139 | $2,633,618 ▲ | 18.7% | 59,646 | 0.2% | ETF |
VO Vanguard Mid-Cap ETF | $16,499,578 | $256,169 ▼ | -1.5% | 58,741 | 0.2% | ETF |
ABT Abbott Laboratories | $16,038,356 | $1,244,443 ▲ | 8.4% | 117,925 | 0.2% | Medical |
AGG iShares Core U.S. Aggregate Bond ETF | $15,986,212 | $987,774 ▼ | -5.8% | 161,161 | 0.2% | Finance |
UPS United Parcel Service | $15,235,405 | $49,764 ▼ | -0.3% | 150,935 | 0.2% | Transportation |
IXUS iShares Core MSCI Total International Stock ETF | $15,023,629 | $981,743 ▼ | -6.1% | 194,333 | 0.2% | Manufacturing |
SPAB SPDR Portfolio Aggregate Bond ETF | $14,698,605 | $4,667,010 ▼ | -24.1% | 574,164 | 0.2% | ETF |
RTX RTX | $14,622,026 | $138,134 ▲ | 1.0% | 100,138 | 0.2% | Aerospace |
MA Mastercard | $14,451,606 | $1,728,484 ▲ | 13.6% | 25,718 | 0.2% | Business Services |
SCHG Schwab U.S. Large-Cap Growth ETF | $14,365,875 | $9,594,338 ▲ | 201.1% | 491,814 | 0.2% | ETF |
IBM International Business Machines | $14,292,621 | $305,980 ▲ | 2.2% | 48,486 | 0.2% | Computer and Technology |
DIS Walt Disney | $13,762,242 | $1,523,481 ▲ | 12.4% | 110,551 | 0.2% | Consumer Discretionary |
SPGI S&P Global | $12,998,142 | $76,984 ▲ | 0.6% | 24,651 | 0.2% | Finance |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $12,880,155 | $46,049 ▲ | 0.4% | 95,380 | 0.2% | ETF |
BSV Vanguard Short-Term Bond ETF | $12,658,382 | $477,789 ▲ | 3.9% | 160,843 | 0.2% | ETF |
CSCO Cisco Systems | $12,562,910 | $69,726 ▼ | -0.6% | 181,075 | 0.2% | Computer and Technology |
FIDELITY COVINGTON TRUST
| $12,521,742 | $10,198,068 ▲ | 438.9% | 376,481 | 0.2% | ENHANCED INTL |
CRM Salesforce | $12,395,643 | $580,632 ▼ | -4.5% | 45,387 | 0.2% | Computer and Technology |
EEM iShares MSCI Emerging Markets ETF | $12,227,030 | $1,574,991 ▼ | -11.4% | 253,462 | 0.2% | Finance |
GE GE Aerospace | $11,901,259 | $1,475,367 ▼ | -11.0% | 46,238 | 0.2% | Aerospace |