SCHX Schwab US Large-Cap ETF | $33,624,775 | $200,801 â–¼ | -0.6% | 1,142,534 | 13.4% | ETF |
SCHB Schwab US Broad Market ETF | $17,235,649 | $565,212 â–¼ | -3.2% | 595,154 | 6.8% | ETF |
SCHD Schwab US Dividend Equity ETF | $15,376,233 | $423,360 â–¼ | -2.7% | 484,902 | 6.1% | ETF |
SCHA Schwab US Small-Cap ETF | $14,679,104 | $346,956 â–¼ | -2.3% | 406,286 | 5.8% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $14,171,216 | $535,687 â–¼ | -3.6% | 418,771 | 5.6% | ETF |
SCHF Schwab International Equity ETF | $13,334,701 | $171,463 â–¼ | -1.3% | 481,397 | 5.3% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $12,753,790 | $337,177 â–¼ | -2.6% | 345,912 | 5.1% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $12,583,097 | $52,459 â–¼ | -0.4% | 544,016 | 5.0% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $9,531,193 | $313,638 â–¼ | -3.2% | 273,806 | 3.8% | ETF |
VOO Vanguard S&P 500 ETF | $6,542,357 | | 0.0% | 9,526 | 2.6% | ETF |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $5,378,389 | $93,782 â–¼ | -1.7% | 218,102 | 2.1% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $4,552,311 | $13,380 â–¼ | -0.3% | 125,546 | 1.8% | ETF |
IOO iShares Global 100 ETF | $4,542,466 | $49,585 â–¼ | -1.1% | 33,254 | 1.8% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $4,345,063 | $49,329 â–¼ | -1.1% | 36,995 | 1.7% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $4,305,329 | $82,414 â–¼ | -1.9% | 178,348 | 1.7% | ETF |
SCHP Schwab U.S. TIPS ETF | $3,999,767 | $103,244 â–¼ | -2.5% | 150,935 | 1.6% | ETF |
VTI Vanguard Total Stock Market ETF | $3,912,807 | | 0.0% | 10,574 | 1.6% | ETF |
IEF iShares 7-10 Year Treasury Bond ETF | $3,620,797 | | 0.0% | 38,287 | 1.4% | ETF |
AAPL Apple | $3,417,319 | $25,174 â–¼ | -0.7% | 11,810 | 1.4% | Computer and Technology |
QQQ Invesco QQQ | $3,088,952 | | 0.0% | 4,195 | 1.2% | Finance |
NVDA NVIDIA | $2,668,705 | $200 â–² | 0.0% | 13,338 | 1.1% | Computer and Technology |
AGG iShares Core U.S. Aggregate Bond ETF | $2,465,129 | $9,997 â–¼ | -0.4% | 24,905 | 1.0% | Finance |
SHY iShares 1-3 Year Treasury Bond ETF | $2,387,788 | | 0.0% | 29,080 | 0.9% | Manufacturing |
SCHC Schwab International Small-Cap Equity ETF | $2,013,724 | | 0.0% | 41,848 | 0.8% | ETF |
IVV iShares Core S&P 500 ETF | $1,857,829 | | 0.0% | 2,481 | 0.7% | ETF |
TLT iShares 20+ Year Treasury Bond ETF | $1,749,557 | $15,210 â–¼ | -0.9% | 20,245 | 0.7% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $1,734,810 | $70,496 â–¼ | -3.9% | 21,951 | 0.7% | ETF |
VIG Vanguard Dividend Appreciation ETF | $1,654,122 | | 0.0% | 6,991 | 0.7% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1,596,202 | $36,779 â–¼ | -2.3% | 19,313 | 0.6% | ETF |
IJR iShares Core S&P Small-Cap ETF | $1,537,547 | $14,386 â–¼ | -0.9% | 10,367 | 0.6% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $1,340,168 | | 0.0% | 17,380 | 0.5% | ETF |
LLY Eli Lilly and Company | $1,337,364 | | 0.0% | 1,115 | 0.5% | Medical |
MSFT Microsoft | $1,303,556 | | 0.0% | 3,495 | 0.5% | Computer and Technology |
GLD SPDR Gold Shares | $1,241,441 | | 0.0% | 3,370 | 0.5% | Finance |
IJS iShares S&P Small-Cap 600 Value ETF | $1,164,427 | | 0.0% | 8,519 | 0.5% | ETF |
VYM Vanguard High Dividend Yield ETF | $1,147,656 | $35,400 â–¼ | -3.0% | 7,262 | 0.5% | Financial Services |
BND Vanguard Total Bond Market ETF | $1,119,492 | | 0.0% | 15,250 | 0.4% | ETF |
VHT Vanguard Health Care ETF | $1,119,445 | | 0.0% | 3,744 | 0.4% | ETF |
AMZN Amazon.com | $1,012,230 | | 0.0% | 4,247 | 0.4% | Retail/Wholesale |
IJT iShares S&P Small-Cap 600 Growth ETF | $1,010,770 | | 0.0% | 5,659 | 0.4% | ETF |
VDC Vanguard Consumer Staples ETF | $1,009,859 | $17,361 â–¼ | -1.7% | 4,479 | 0.4% | ETF |
AMD Advanced Micro Devices | $943,398 | | 0.0% | 1,624 | 0.4% | Computer and Technology |
TIP iShares TIPS Bond ETF | $906,018 | | 0.0% | 8,279 | 0.4% | ETF |
VT Vanguard Total World Stock ETF | $831,342 | | 0.0% | 5,297 | 0.3% | ETF |
VPU Vanguard Utilities ETF | $816,971 | | 0.0% | 4,174 | 0.3% | ETF |
SPGM SPDR Portfolio MSCI Global Stock Market ETF | $805,974 | $46,176 â–¼ | -5.4% | 9,408 | 0.3% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $759,581 | | 0.0% | 9,070 | 0.3% | ETF |
GME GameStop | $743,500 | | 0.0% | 33,673 | 0.3% | Consumer Discretionary |
SCHH Schwab U.S. REIT ETF | $707,512 | $77,742 â–¼ | -9.9% | 29,878 | 0.3% | ETF |
VUSB Vanguard Ultra-Short Bond ETF | $693,485 | | 0.0% | 13,931 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $689,537 | | 0.0% | 1,378 | 0.3% | Finance |
SCHI Schwab 5-10 Year Corporate Bond ETF | $632,121 | | 0.0% | 27,921 | 0.3% | ETF |
XT iShares Exponential Technologies ETF | $580,992 | | 0.0% | 7,031 | 0.2% | Manufacturing |
PALANTIR TECHNOLOGIES INC
| $578,917 | | 0.0% | 4,962 | 0.2% | CL A |
PGX Invesco Preferred ETF | $575,328 | $11,534 â–¼ | -2.0% | 53,075 | 0.2% | ETF |
ANGL VanEck Fallen Angel High Yield Bond ETF | $563,639 | | 0.0% | 19,276 | 0.2% | Manufacturing |
VB Vanguard Small-Cap ETF | $550,449 | | 0.0% | 1,816 | 0.2% | ETF |
IVW iShares S&P 500 Growth ETF | $547,134 | | 0.0% | 3,978 | 0.2% | ETF |
ABBV AbbVie | $522,129 | | 0.0% | 2,075 | 0.2% | Medical |
VCR Vanguard Consumer Discretionary ETF | $518,024 | | 0.0% | 1,306 | 0.2% | ETF |
IWR iShares Russell Mid-Cap ETF | $504,449 | | 0.0% | 4,573 | 0.2% | ETF |
BNDX Vanguard Total International Bond ETF | $501,921 | | 0.0% | 10,364 | 0.2% | ETF |
AMAT Applied Materials | $493,991 | | 0.0% | 683 | 0.2% | Computer and Technology |
COST Costco Wholesale | $457,783 | | 0.0% | 489 | 0.2% | Retail/Wholesale |
VTV Vanguard Value ETF | $451,087 | | 0.0% | 2,070 | 0.2% | ETF |
SCHJ Schwab 1-5 Year Corporate Bond ETF | $448,892 | $28,261 â–¼ | -5.9% | 18,203 | 0.2% | ETF |
GOOGL Alphabet | $443,026 | | 0.0% | 1,240 | 0.2% | Computer and Technology |
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund | $440,262 | | 0.0% | 8,370 | 0.2% | ETF |
XOM ExxonMobil | $428,237 | $54,555 â–¼ | -11.3% | 3,132 | 0.2% | Energy |
VGT Vanguard Information Technology ETF | $425,319 | $2,151 â–¼ | -0.5% | 3,559 | 0.2% | ETF |
PFF iShares Preferred and Income Securities ETF | $417,748 | | 0.0% | 13,701 | 0.2% | ETF |
IAU iShares Gold Trust | $393,332 | | 0.0% | 5,209 | 0.2% | Finance |
XLU Utilities Select Sector SPDR Fund | $373,420 | | 0.0% | 8,236 | 0.1% | ETF |
CAT Caterpillar | $372,715 | | 0.0% | 350 | 0.1% | Industrials |
IUSV iShares Core S&P U.S. Value ETF | $372,596 | | 0.0% | 3,383 | 0.1% | Manufacturing |
VTEB Vanguard Tax-Exempt Bond ETF | $364,560 | $101,357 â–² | 38.5% | 7,208 | 0.1% | ETF |
ISCB iShares Morningstar Small-Cap ETF | $360,686 | | 0.0% | 4,777 | 0.1% | ETF |
MUB iShares National Muni Bond ETF | $346,585 | | 0.0% | 3,220 | 0.1% | ETF |
MU Micron Technology | $345,312 | $345,312 â–² | New Holding | 299 | 0.1% | Computer and Technology |
IYH iShares U.S. Healthcare ETF | $342,514 | | 0.0% | 5,111 | 0.1% | ETF |
FXH First Trust Health Care AlphaDEX Fund | $311,739 | | 0.0% | 2,547 | 0.1% | ETF |
IWD iShares Russell 1000 Value ETF | $306,834 | | 0.0% | 1,266 | 0.1% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $303,667 | | 0.0% | 2,784 | 0.1% | Finance |
ISTB iShares Core 1-5 Year USD Bond ETF | $292,987 | | 0.0% | 6,072 | 0.1% | Manufacturing |
ITW Illinois Tool Works | $284,264 | | 0.0% | 1,051 | 0.1% | Industrials |
V Visa | $282,862 | | 0.0% | 824 | 0.1% | Business Services |
IEFA iShares Core MSCI EAFE ETF | $280,039 | | 0.0% | 2,900 | 0.1% | ETF |
XLV Health Care Select Sector SPDR Fund | $278,448 | | 0.0% | 1,755 | 0.1% | ETF |
VXUS Vanguard Total International Stock ETF | $278,355 | | 0.0% | 3,256 | 0.1% | ETF |
WSM Williams-Sonoma | $276,690 | | 0.0% | 1,187 | 0.1% | Retail/Wholesale |
TSLA Tesla | $271,708 | | 0.0% | 646 | 0.1% | Auto/Tires/Trucks |
IBM International Business Machines | $270,805 | | 0.0% | 963 | 0.1% | Computer and Technology |
MCD McDonald's | $262,142 | | 0.0% | 970 | 0.1% | Retail/Wholesale |
EWC iShares MSCI Canada ETF | $255,128 | $100,933 â–¼ | -28.3% | 4,426 | 0.1% | ETF |
NEAR iShares Short Duration Bond Active ETF | $253,202 | $30,244 â–¼ | -10.7% | 4,998 | 0.1% | ETF |
INTC Intel | $248,190 | $248,190 â–² | New Holding | 1,777 | 0.1% | Computer and Technology |
IDV iShares International Select Dividend ETF | $247,848 | | 0.0% | 5,982 | 0.1% | ETF |
IYE iShares U.S. Energy ETF | $244,430 | | 0.0% | 4,319 | 0.1% | ETF |
ABT Abbott Laboratories | $240,155 | | 0.0% | 2,647 | 0.1% | Medical |
IXUS iShares Core MSCI Total International Stock ETF | $230,280 | | 0.0% | 2,413 | 0.1% | Manufacturing |
