SCHX Schwab US Large-Cap ETF | $29,469,504 | $189,556 â–² | 0.6% | 1,149,357 | 12.6% | ETF |
SCHB Schwab US Broad Market ETF | $15,428,235 | $11,094 â–¼ | -0.1% | 614,671 | 6.6% | ETF |
SCHD Schwab US Dividend Equity ETF | $15,286,400 | $5,246 â–² | 0.0% | 498,253 | 6.6% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $12,684,704 | $367,642 â–² | 3.0% | 546,284 | 5.4% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $12,659,926 | $31,286 â–¼ | -0.2% | 434,601 | 5.4% | ETF |
SCHA Schwab US Small-Cap ETF | $12,094,066 | $48,884 â–¼ | -0.4% | 415,889 | 5.2% | ETF |
SCHF Schwab International Equity ETF | $12,067,777 | $3,663 â–¼ | 0.0% | 487,587 | 5.2% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $10,992,556 | $45,697 â–² | 0.4% | 355,057 | 4.7% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $8,625,899 | $366 â–² | 0.0% | 282,816 | 3.7% | ETF |
VOO Vanguard S&P 500 ETF | $5,692,091 | $59,156 â–² | 1.1% | 9,526 | 2.4% | ETF |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $5,527,645 | $179,277 â–² | 3.4% | 221,905 | 2.4% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $4,437,419 | $35,343 â–¼ | -0.8% | 37,415 | 1.9% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $4,411,359 | $195,907 â–² | 4.6% | 181,762 | 1.9% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $4,148,898 | $1,911 â–¼ | 0.0% | 125,915 | 1.8% | ETF |
SCHP Schwab U.S. TIPS ETF | $4,120,058 | $38,106 â–² | 0.9% | 154,831 | 1.8% | ETF |
IOO iShares Global 100 ETF | $4,066,649 | $187,262 â–² | 4.8% | 33,617 | 1.7% | ETF |
IEF iShares 7-10 Year Treasury Bond ETF | $3,654,107 | $37,794 â–² | 1.0% | 38,287 | 1.6% | ETF |
VTI Vanguard Total Stock Market ETF | $3,392,248 | $31,439 â–¼ | -0.9% | 10,574 | 1.5% | ETF |
AAPL Apple | $3,019,320 | $3,807 â–¼ | -0.1% | 11,897 | 1.3% | Computer and Technology |
VGT Vanguard Information Technology ETF | $2,495,692 | $18,140 â–¼ | -0.7% | 3,577 | 1.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $2,482,377 | $76,637 â–² | 3.2% | 25,006 | 1.1% | Finance |
QQQ Invesco QQQ | $2,421,078 | $53,673 â–¼ | -2.2% | 4,195 | 1.0% | Finance |
SHY iShares 1-3 Year Treasury Bond ETF | $2,401,165 | $12,633 â–² | 0.5% | 29,080 | 1.0% | Manufacturing |
NVDA NVIDIA | $2,326,051 | | 0.0% | 13,337 | 1.0% | Computer and Technology |
SCHC Schwab International Small-Cap Equity ETF | $1,955,974 | $23,370 â–¼ | -1.2% | 41,848 | 0.8% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $1,810,728 | $35,037 â–² | 2.0% | 22,843 | 0.8% | ETF |
TLT iShares 20+ Year Treasury Bond ETF | $1,770,281 | $16,038 â–² | 0.9% | 20,421 | 0.8% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1,634,961 | $99,134 â–² | 6.5% | 19,758 | 0.7% | ETF |
IVV iShares Core S&P 500 ETF | $1,620,468 | $111,689 â–¼ | -6.4% | 2,481 | 0.7% | ETF |
VIG Vanguard Dividend Appreciation ETF | $1,503,404 | $115,481 â–² | 8.3% | 6,991 | 0.6% | ETF |
GLD SPDR Gold Shares | $1,450,077 | | 0.0% | 3,370 | 0.6% | Finance |
IJR iShares Core S&P Small-Cap ETF | $1,300,795 | $53,205 â–² | 4.3% | 10,464 | 0.6% | ETF |
MSFT Microsoft | $1,293,597 | $5,182 â–¼ | -0.4% | 3,495 | 0.6% | Computer and Technology |
IJH iShares Core S&P Mid-Cap ETF | $1,173,668 | $10,062 â–¼ | -0.9% | 17,380 | 0.5% | ETF |
BND Vanguard Total Bond Market ETF | $1,123,000 | $159,356 â–² | 16.5% | 15,250 | 0.5% | ETF |
VYM Vanguard High Dividend Yield ETF | $1,108,710 | $62,352 â–² | 6.0% | 7,486 | 0.5% | Financial Services |
LLY Eli Lilly and Company | $1,025,544 | | 0.0% | 1,115 | 0.4% | Medical |
VDC Vanguard Consumer Staples ETF | $1,023,122 | $47,383 â–² | 4.9% | 4,556 | 0.4% | ETF |
VHT Vanguard Health Care ETF | $1,019,560 | $545 â–² | 0.1% | 3,744 | 0.4% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $1,009,119 | $37,906 â–² | 3.9% | 8,519 | 0.4% | ETF |
TIP iShares TIPS Bond ETF | $913,718 | $36,531 â–¼ | -3.8% | 8,279 | 0.4% | ETF |
AMZN Amazon.com | $884,523 | | 0.0% | 4,247 | 0.4% | Retail/Wholesale |
VPU Vanguard Utilities ETF | $827,030 | $67,565 â–² | 8.9% | 4,174 | 0.4% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $818,973 | $100,581 â–¼ | -10.9% | 5,659 | 0.4% | ETF |
GME GameStop | $775,826 | $57,600 â–² | 8.0% | 33,673 | 0.3% | Consumer Discretionary |
SPGM SPDR Portfolio MSCI Global Stock Market ETF | $753,079 | $5,073 â–¼ | -0.7% | 9,947 | 0.3% | ETF |
VT Vanguard Total World Stock ETF | $732,662 | $47,028 â–² | 6.9% | 5,297 | 0.3% | ETF |
PALANTIR TECHNOLOGIES INC
| $725,841 | $87,183 â–² | 13.7% | 4,962 | 0.3% | CL A |
SCHH Schwab U.S. REIT ETF | $712,631 | $16,268 â–¼ | -2.2% | 33,161 | 0.3% | ETF |
VUSB Vanguard Ultra-Short Bond ETF | $693,555 | $65,019 â–² | 10.3% | 13,931 | 0.3% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $681,129 | $33,719 â–² | 5.2% | 9,070 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $660,338 | | 0.0% | 1,378 | 0.3% | Finance |
SCHI Schwab 5-10 Year Corporate Bond ETF | $633,238 | $73,777 â–² | 13.2% | 27,921 | 0.3% | ETF |
XOM ExxonMobil | $599,107 | $10,689 â–¼ | -1.8% | 3,531 | 0.3% | Energy |
PGX Invesco Preferred ETF | $589,032 | $12,403 â–¼ | -2.1% | 54,139 | 0.3% | ETF |
ANGL VanEck Fallen Angel High Yield Bond ETF | $553,615 | $29,525 â–² | 5.6% | 19,276 | 0.2% | Manufacturing |
VUG Vanguard Growth ETF | $527,206 | $40,185 â–² | 8.3% | 1,207 | 0.2% | ETF |
BNDX Vanguard Total International Bond ETF | $497,982 | $20,085 â–² | 4.2% | 10,364 | 0.2% | ETF |
COST Costco Wholesale | $487,614 | $6,980 â–² | 1.5% | 489 | 0.2% | Retail/Wholesale |
XT iShares Exponential Technologies ETF | $479,175 | $82,873 â–² | 20.9% | 7,031 | 0.2% | Manufacturing |
SCHJ Schwab 1-5 Year Corporate Bond ETF | $478,394 | $68,388 â–² | 16.7% | 19,349 | 0.2% | ETF |
VB Vanguard Small-Cap ETF | $475,632 | $262 â–² | 0.1% | 1,816 | 0.2% | ETF |
VCR Vanguard Consumer Discretionary ETF | $468,939 | $359 â–² | 0.1% | 1,306 | 0.2% | ETF |
IAU iShares Gold Trust | $459,225 | $11,284 â–¼ | -2.4% | 5,209 | 0.2% | Finance |
ABBV AbbVie | $451,271 | $217 â–² | 0.0% | 2,075 | 0.2% | Medical |
IVW iShares S&P 500 Growth ETF | $449,984 | $21,266 â–¼ | -4.5% | 3,978 | 0.2% | ETF |
IWR iShares Russell Mid-Cap ETF | $444,594 | $36,069 â–¼ | -7.5% | 4,573 | 0.2% | ETF |
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund | $436,830 | | 0.0% | 8,370 | 0.2% | ETF |
PFF iShares Preferred and Income Securities ETF | $415,419 | $38,416 â–¼ | -8.5% | 13,701 | 0.2% | ETF |
VTV Vanguard Value ETF | $406,109 | $196 â–² | 0.0% | 2,070 | 0.2% | ETF |
XLU Utilities Select Sector SPDR Fund | $377,950 | | 0.0% | 8,236 | 0.2% | ETF |
GOOGL Alphabet | $356,484 | $7,475 â–¼ | -2.1% | 1,240 | 0.2% | Computer and Technology |
IUSV iShares Core S&P U.S. Value ETF | $345,873 | $21,061 â–¼ | -5.7% | 3,383 | 0.1% | Manufacturing |
MUB iShares National Muni Bond ETF | $341,850 | $212 â–² | 0.1% | 3,220 | 0.1% | ETF |
EWC iShares MSCI Canada ETF | $338,451 | $4,109 â–¼ | -1.2% | 6,177 | 0.1% | ETF |
AMD Advanced Micro Devices | $330,370 | | 0.0% | 1,624 | 0.1% | Computer and Technology |
IYH iShares U.S. Healthcare ETF | $315,066 | | 0.0% | 5,111 | 0.1% | ETF |
ISCB iShares Morningstar Small-Cap ETF | $310,924 | $130 â–² | 0.0% | 4,777 | 0.1% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $303,444 | $21,690 â–¼ | -6.7% | 2,784 | 0.1% | Finance |
MCD McDonald's | $301,399 | $311 â–² | 0.1% | 970 | 0.1% | Retail/Wholesale |
ISTB iShares Core 1-5 Year USD Bond ETF | $294,262 | $8,529 â–¼ | -2.8% | 6,072 | 0.1% | Manufacturing |
NEAR iShares Short Duration Bond Active ETF | $284,425 | $915 â–² | 0.3% | 5,595 | 0.1% | ETF |
IYE iShares U.S. Energy ETF | $279,762 | $777 â–² | 0.3% | 4,319 | 0.1% | ETF |
FXH First Trust Health Care AlphaDEX Fund | $279,572 | $110 â–² | 0.0% | 2,547 | 0.1% | ETF |
ITW Illinois Tool Works | $273,565 | $27,070 â–¼ | -9.0% | 1,051 | 0.1% | Industrials |
ABT Abbott Laboratories | $271,729 | $308 â–² | 0.1% | 2,647 | 0.1% | Medical |
IWD iShares Russell 1000 Value ETF | $270,434 | $854 â–¼ | -0.3% | 1,266 | 0.1% | ETF |
WALMART INC
| $266,653 | $124 â–² | 0.0% | 2,146 | 0.1% | COM |
IEFA iShares Core MSCI EAFE ETF | $262,497 | $1,267 â–¼ | -0.5% | 2,900 | 0.1% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $259,607 | $299 â–² | 0.1% | 5,204 | 0.1% | ETF |
XLV Health Care Select Sector SPDR Fund | $257,301 | | 0.0% | 1,755 | 0.1% | ETF |
IDV iShares International Select Dividend ETF | $254,608 | $9,874 â–¼ | -3.7% | 5,982 | 0.1% | ETF |
VXUS Vanguard Total International Stock ETF | $251,070 | $3,778 â–¼ | -1.5% | 3,256 | 0.1% | ETF |
V Visa | $249,183 | | 0.0% | 824 | 0.1% | Business Services |
CAT Caterpillar | $247,961 | | 0.0% | 350 | 0.1% | Industrials |
TSLA Tesla | $240,151 | $372 â–² | 0.2% | 646 | 0.1% | Auto/Tires/Trucks |
AMAT Applied Materials | $233,528 | $233,528 â–² | New Holding | 683 | 0.1% | Computer and Technology |
IBM International Business Machines | $233,422 | | 0.0% | 963 | 0.1% | Computer and Technology |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $232,828 | | 0.0% | 2,548 | 0.1% | ETF |
FNDX Schwab Fundamental U.S. Large Company ETF | $217,948 | $780 â–² | 0.4% | 7,826 | 0.1% | ETF |
