VUG Vanguard Growth ETF | $454,260,634 | $10,453,502 â–² | 2.4% | 1,040,017 | 5.6% | ETF |
VTV Vanguard Value ETF | $427,102,931 | $11,564,374 â–² | 2.8% | 2,176,884 | 5.2% | ETF |
IWF iShares Russell 1000 Growth ETF | $277,982,707 | $3,314,409 â–² | 1.2% | 651,929 | 3.4% | ETF |
AAPL Apple | $233,727,133 | $2,485,835 â–² | 1.1% | 920,961 | 2.9% | Computer and Technology |
IEFA iShares Core MSCI EAFE ETF | $199,216,649 | $14,813,869 â–² | 8.0% | 2,200,695 | 2.4% | ETF |
BND Vanguard Total Bond Market ETF | $179,627,462 | $20,688,152 â–² | 13.0% | 2,439,340 | 2.2% | ETF |
VBR Vanguard Small-Cap Value ETF | $178,584,425 | $4,777,467 â–² | 2.7% | 822,036 | 2.2% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $175,330,253 | $17,480,884 â–² | 11.1% | 3,243,897 | 2.2% | ETF |
VOO Vanguard S&P 500 ETF | $167,276,642 | $14,213,845 â–² | 9.3% | 279,939 | 2.1% | ETF |
VBK Vanguard Small-Cap Growth ETF | $160,722,512 | $2,527,355 â–² | 1.6% | 531,766 | 2.0% | ETF |
NVDA NVIDIA | $159,339,086 | $3,469,265 â–² | 2.2% | 913,707 | 2.0% | Computer and Technology |
MSFT Microsoft | $114,826,369 | $671,475 â–¼ | -0.6% | 310,205 | 1.4% | Computer and Technology |
BAC Bank of America | $95,764,148 | $339,885 â–¼ | -0.4% | 1,964,393 | 1.2% | Finance |
IVV iShares Core S&P 500 ETF | $91,297,253 | $2,126,200 â–² | 2.4% | 139,767 | 1.1% | ETF |
SPY SPDR S&P 500 ETF Trust | $90,964,346 | $4,189,534 â–² | 4.8% | 371,432 | 1.1% | Finance |
SCHF Schwab International Equity ETF | $87,529,780 | $19,418,820 â–² | 28.5% | 3,536,409 | 1.1% | ETF |
IWD iShares Russell 1000 Value ETF | $86,068,844 | $938,225 â–² | 1.1% | 402,812 | 1.1% | ETF |
SCHX Schwab US Large-Cap ETF | $85,607,829 | $52,378,313 â–² | 157.6% | 3,338,839 | 1.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $85,420,966 | $228,665 â–² | 0.3% | 1,333,248 | 1.0% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $79,929,486 | $3,873,050 â–² | 5.1% | 1,145,992 | 1.0% | ETF |
DFIV Dimensional International Value ETF | $77,731,381 | $2,452,159 â–² | 3.3% | 1,472,743 | 1.0% | ETF |
AMZN Amazon.com | $76,979,304 | $102,887 â–¼ | -0.1% | 369,607 | 0.9% | Retail/Wholesale |
GOOGL Alphabet | $69,622,895 | $1,704,369 â–² | 2.5% | 242,116 | 0.9% | Computer and Technology |
RSP Invesco S&P 500 Equal Weight ETF | $69,331,798 | $159,869 â–¼ | -0.2% | 361,254 | 0.9% | ETF |
VTI Vanguard Total Stock Market ETF | $67,332,756 | $793,577 â–² | 1.2% | 209,912 | 0.8% | ETF |
DFUS Dimensional U.S. Equity ETF | $66,197,676 | $359,514 â–² | 0.5% | 933,545 | 0.8% | ETF |
DFUV Dimensional US Marketwide Value ETF | $61,985,563 | $1,061,177 â–¼ | -1.7% | 1,279,108 | 0.8% | ETF |
GOOG Alphabet | $61,167,304 | $1,626,848 â–² | 2.7% | 213,222 | 0.8% | Computer and Technology |
BRK.A Berkshire Hathaway | $57,451,200 | | 0.0% | 80 | 0.7% | Finance |
VB Vanguard Small-Cap ETF | $53,624,985 | $5,430,650 â–² | 11.3% | 204,738 | 0.7% | ETF |
BRK.B Berkshire Hathaway | $51,753,147 | $543,403 â–² | 1.1% | 108,001 | 0.6% | Finance |
SCHD Schwab US Dividend Equity ETF | $50,971,307 | $8,628,581 â–² | 20.4% | 1,660,526 | 0.6% | ETF |
IWB iShares Russell 1000 ETF | $50,532,447 | $622,889 â–¼ | -1.2% | 141,727 | 0.6% | ETF |
EFA iShares MSCI EAFE ETF | $49,656,608 | $370,745 â–¼ | -0.7% | 511,239 | 0.6% | Finance |
JPM JPMorgan Chase & Co. | $48,803,256 | $115,604 â–² | 0.2% | 165,908 | 0.6% | Finance |
META Meta Platforms | $47,299,025 | $935,877 â–² | 2.0% | 82,582 | 0.6% | Computer and Technology |
AVGO Broadcom | $46,836,484 | $1,346,897 â–² | 3.0% | 151,300 | 0.6% | Computer and Technology |
MUB iShares National Muni Bond ETF | $46,516,484 | $15,940,590 â–² | 52.1% | 438,228 | 0.6% | ETF |
IVW iShares S&P 500 Growth ETF | $46,398,723 | $1,112,776 â–¼ | -2.3% | 410,209 | 0.6% | ETF |
IWN iShares Russell 2000 Value ETF | $46,246,604 | $67,683 â–¼ | -0.1% | 243,933 | 0.6% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $38,221,762 | $536,154 â–² | 1.4% | 817,753 | 0.5% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $36,057,908 | $22,037,325 â–² | 157.2% | 1,237,941 | 0.4% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $35,919,665 | $23,364,255 â–² | 186.1% | 1,402,017 | 0.4% | ETF |
IWO iShares Russell 2000 Growth ETF | $35,529,691 | $64,325 â–¼ | -0.2% | 113,231 | 0.4% | ETF |
JNJ Johnson & Johnson | $34,868,619 | $774,625 â–² | 2.3% | 142,648 | 0.4% | Medical |
QQQ Invesco QQQ | $33,164,754 | $2,483,028 â–² | 8.1% | 57,460 | 0.4% | Finance |
TSLA Tesla | $33,151,457 | $2,556,889 â–² | 8.4% | 89,177 | 0.4% | Auto/Tires/Trucks |
THO Thor Industries | $31,422,335 | $95,309 â–¼ | -0.3% | 393,320 | 0.4% | Auto/Tires/Trucks |
IWM iShares Russell 2000 ETF | $31,404,656 | $3,654,197 â–² | 13.2% | 169,038 | 0.4% | Finance |
XOM ExxonMobil | $31,014,249 | $554,959 â–² | 1.8% | 182,802 | 0.4% | Energy |
EFG iShares MSCI EAFE Growth ETF | $29,915,114 | $2,208,275 â–² | 8.0% | 268,620 | 0.4% | ETF |
CVX Chevron | $29,629,346 | $738,225 â–² | 2.6% | 143,205 | 0.4% | Energy |
SCHM Schwab U.S. Mid-Cap ETF | $27,458,651 | $25,058,693 â–² | 1,044.1% | 886,907 | 0.3% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $27,087,422 | $157,193 â–² | 0.6% | 306,211 | 0.3% | ETF |
LLY Eli Lilly and Company | $27,045,559 | $278,668 â–² | 1.0% | 29,407 | 0.3% | Medical |
QUAL iShares MSCI USA Quality Factor ETF | $26,106,502 | $1,181,378 â–¼ | -4.3% | 136,170 | 0.3% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $25,591,272 | $80,163 â–² | 0.3% | 359,782 | 0.3% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $24,911,246 | $7,557,237 â–² | 43.5% | 250,944 | 0.3% | Finance |
SCZ iShares MSCI EAFE Small-Cap ETF | $24,629,621 | $871,917 â–¼ | -3.4% | 314,114 | 0.3% | ETF |
PM Philip Morris International | $24,119,542 | $288,390 â–² | 1.2% | 144,605 | 0.3% | Consumer Staples |
IJH iShares Core S&P Mid-Cap ETF | $24,041,412 | $536,593 â–¼ | -2.2% | 356,011 | 0.3% | ETF |
ABBV AbbVie | $22,943,163 | $203,787 â–¼ | -0.9% | 105,491 | 0.3% | Medical |
USRT iShares Core U.S. REIT ETF | $22,892,432 | $3,210,405 â–¼ | -12.3% | 386,762 | 0.3% | ETF |
WALMART INC
| $22,849,970 | $112,068 â–¼ | -0.5% | 183,504 | 0.3% | COM |
DGRO iShares Core Dividend Growth ETF | $22,634,397 | $513,507 â–² | 2.3% | 322,519 | 0.3% | ETF |
V Visa | $22,614,805 | $676,715 â–¼ | -2.9% | 74,824 | 0.3% | Business Services |
JEPI JPMorgan Equity Premium Income ETF | $22,351,655 | $6,031,378 â–² | 37.0% | 394,348 | 0.3% | ETF |
VONE Vanguard Russell 1000 ETF | $21,915,448 | $1,853,070 â–² | 9.2% | 74,259 | 0.3% | ETF |
VV Vanguard Large-Cap ETF | $21,739,872 | $453,356 â–¼ | -2.0% | 72,745 | 0.3% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $21,580,386 | $489,483 â–¼ | -2.2% | 345,563 | 0.3% | ETF |
HD Home Depot | $21,068,202 | $4,247,449 â–¼ | -16.8% | 64,061 | 0.3% | Retail/Wholesale |
COST Costco Wholesale | $20,809,990 | $240,134 â–² | 1.2% | 20,885 | 0.3% | Retail/Wholesale |
AMLP Alerian MLP ETF | $20,715,680 | $772,176 â–¼ | -3.6% | 393,535 | 0.3% | ETF |
IVE iShares S&P 500 Value ETF | $20,598,614 | $744,518 â–¼ | -3.5% | 97,554 | 0.3% | ETF |
RTX RTX | $20,056,425 | $1,130,578 â–² | 6.0% | 103,974 | 0.2% | Aerospace |
NFLX Netflix | $19,999,651 | $1,474,675 â–² | 8.0% | 206,564 | 0.2% | Consumer Discretionary |
SCHV Schwab U.S. Large-Cap Value ETF | $19,940,971 | $16,785,531 â–² | 532.0% | 653,802 | 0.2% | ETF |
MCD McDonald's | $19,334,403 | $891,960 â–² | 4.8% | 62,211 | 0.2% | Retail/Wholesale |
USMV iShares MSCI USA Min Vol Factor ETF | $19,146,491 | $976,183 â–¼ | -4.9% | 206,453 | 0.2% | ETF |
KO CocaCola | $19,096,082 | $1,326,081 â–¼ | -6.5% | 249,386 | 0.2% | Consumer Staples |
VO Vanguard Mid-Cap ETF | $17,817,045 | $356,341 â–² | 2.0% | 62,050 | 0.2% | ETF |
PG Procter & Gamble | $17,574,370 | $937,130 â–² | 5.6% | 121,672 | 0.2% | Consumer Staples |
ESGU iShares ESG Aware MSCI USA ETF | $17,122,298 | $445,049 â–¼ | -2.5% | 120,997 | 0.2% | Manufacturing |
CAT Caterpillar | $16,945,552 | $422,222 â–¼ | -2.4% | 23,920 | 0.2% | Industrials |
MRK Merck & Co., Inc. | $15,757,886 | $263,903 â–² | 1.7% | 130,110 | 0.2% | Medical |
CGBD Carlyle Secured Lending | $15,742,457 | $35,426 â–² | 0.2% | 1,388,224 | 0.2% | Finance |
VNQ Vanguard Real Estate ETF | $15,721,214 | $11,815,392 â–² | 302.5% | 177,240 | 0.2% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $15,588,825 | $285,913 â–¼ | -1.8% | 179,926 | 0.2% | Manufacturing |
WFC Wells Fargo & Company | $15,221,791 | $406,297 â–¼ | -2.6% | 191,220 | 0.2% | Finance |
UPS United Parcel Service | $15,171,370 | $11,412 â–¼ | -0.1% | 154,212 | 0.2% | Transportation |
BX Blackstone | $15,134,914 | $454,212 â–² | 3.1% | 131,619 | 0.2% | Finance |
PEP PepsiCo | $14,620,991 | $932,419 â–² | 6.8% | 94,147 | 0.2% | Consumer Staples |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $14,414,764 | $3,805,351 â–² | 35.9% | 274,253 | 0.2% | Manufacturing |
USHY iShares Broad USD High Yield Corporate Bond ETF | $13,835,779 | $13,835,779 â–² | New Holding | 375,564 | 0.2% | ETF |
CSCO Cisco Systems | $13,821,158 | $292,893 â–¼ | -2.1% | 178,089 | 0.2% | Computer and Technology |
BSV Vanguard Short-Term Bond ETF | $13,596,328 | $524,564 â–² | 4.0% | 173,400 | 0.2% | ETF |
TSM Taiwan Semiconductor Manufacturing | $13,555,964 | $622,694 â–¼ | -4.4% | 40,013 | 0.2% | Computer and Technology |
FIDELITY COVINGTON TRUST
| $13,526,414 | $180,569 â–¼ | -1.3% | 363,613 | 0.2% | ENHANCED INTL |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $13,373,272 | $157,577 â–² | 1.2% | 93,949 | 0.2% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $13,141,773 | $9,667,422 â–² | 278.3% | 338,183 | 0.2% | ETF |
