VOO Vanguard S&P 500 ETF | $933,415,673 | $125,810,809 ▲ | 15.6% | 1,816,302 | 17.4% | ETF |
SPHQ Invesco S&P 500 Quality ETF | $512,407,669 | $3,324,629 ▲ | 0.7% | 7,723,962 | 9.6% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $365,483,924 | $18,500,291 ▼ | -4.8% | 7,190,319 | 6.8% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $299,976,795 | $27,473,250 ▼ | -8.4% | 11,745,372 | 5.6% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $229,768,139 | $39,330,201 ▲ | 20.7% | 4,630,555 | 4.3% | ETF |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $167,467,891 | $39,253,112 ▲ | 30.6% | 5,038,144 | 3.1% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $144,198,784 | $15,666,450 ▼ | -9.8% | 1,738,592 | 2.7% | ETF |
NOBL ProShares S&P 500 Aristocrats ETF | $129,546,989 | $3,007,771 ▲ | 2.4% | 1,267,831 | 2.4% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $122,443,044 | $39,640,324 ▲ | 47.9% | 3,004,000 | 2.3% | ETF |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $116,717,609 | $47,125,404 ▲ | 67.7% | 1,964,943 | 2.2% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $114,340,719 | $7,383,899 ▲ | 6.9% | 2,526,308 | 2.1% | ETF |
IEFA iShares Core MSCI EAFE ETF | $108,750,603 | $60,119,823 ▼ | -35.6% | 1,437,549 | 2.0% | ETF |
IVE iShares S&P 500 Value ETF | $106,184,833 | $14,989,491 ▼ | -12.4% | 557,167 | 2.0% | ETF |
IVW iShares S&P 500 Growth ETF | $100,383,734 | $25,646,694 ▼ | -20.3% | 1,081,372 | 1.9% | ETF |
MBB iShares MBS ETF | $88,313,628 | $84,114,255 ▲ | 2,003.0% | 941,711 | 1.6% | ETF |
PZA Invesco National AMT-Free Municipal Bond ETF | $85,249,127 | $22,999,150 ▲ | 36.9% | 3,700,049 | 1.6% | ETF |
MUB iShares National Muni Bond ETF | $84,580,400 | $34,007,886 ▼ | -28.7% | 802,166 | 1.6% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $75,703,302 | $642,237 ▲ | 0.9% | 941,935 | 1.4% | ETF |
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF | $71,822,057 | $9,865,527 ▼ | -12.1% | 1,508,867 | 1.3% | Finance |
DFAC Dimensional U.S. Core Equity 2 ETF | $66,002,150 | $1,548,155 ▼ | -2.3% | 2,000,671 | 1.2% | ETF |
PFF iShares Preferred and Income Securities ETF | $57,916,744 | $2,728,978 ▲ | 4.9% | 1,884,697 | 1.1% | ETF |
SCHB Schwab US Broad Market ETF | $55,073,413 | $4,183,989 ▼ | -7.1% | 2,557,985 | 1.0% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $53,275,384 | $2,238,301 ▼ | -4.0% | 2,127,611 | 1.0% | ETF |
FLMI Franklin Dynamic Municipal Bond ETF | $50,338,775 | $50,338,775 ▲ | New Holding | 2,059,688 | 0.9% | ETF |
HYMB SPDR Nuveen Bloomberg High Yield Municipal Bond ETF | $49,994,817 | $48,450,647 ▲ | 3,137.6% | 1,982,348 | 0.9% | ETF |
IVV iShares Core S&P 500 ETF | $45,139,014 | $5,257,687 ▼ | -10.4% | 80,333 | 0.8% | ETF |
IWY iShares Russell Top 200 Growth ETF | $43,185,114 | $9,808,710 ▼ | -18.5% | 204,727 | 0.8% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $42,407,175 | $4,699,921 ▼ | -10.0% | 785,755 | 0.8% | ETF |
EOG EOG Resources | $41,625,550 | $94,769 ▼ | -0.2% | 324,591 | 0.8% | Energy |
QUAL iShares MSCI USA Quality Factor ETF | $39,318,030 | $22,316,184 ▲ | 131.3% | 230,078 | 0.7% | ETF |
AAPL Apple | $38,219,598 | $31,987 ▲ | 0.1% | 172,060 | 0.7% | Computer and Technology |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $37,486,062 | $1,271,355 ▼ | -3.3% | 1,430,766 | 0.7% | ETF |
CWI SPDR MSCI ACWI ex-US ETF | $35,147,572 | $766,566 ▼ | -2.1% | 1,188,221 | 0.7% | ETF |
IQLT iShares MSCI Intl Quality Factor ETF | $32,911,425 | $30,368,487 ▲ | 1,194.2% | 829,212 | 0.6% | ETF |
SPLV Invesco S&P 500 Low Volatility ETF | $27,845,806 | $857,486 ▲ | 3.2% | 372,669 | 0.5% | ETF |
IGEB iShares Investment Grade Bond Factor ETF | $27,517,944 | $27,517,944 ▲ | New Holding | 611,374 | 0.5% | ETF |
JIRE JPMorgan International Research Enhanced Equity ETF | $26,840,086 | $6,862,137 ▲ | 34.3% | 421,219 | 0.5% | ETF |
VTI Vanguard Total Stock Market ETF | $25,798,895 | $10,760,785 ▲ | 71.6% | 93,869 | 0.5% | ETF |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $24,568,142 | $467,447 ▲ | 1.9% | 1,051,268 | 0.5% | Manufacturing |
SCHZ Schwab U.S. Aggregate Bond ETF | $23,603,912 | $657,142 ▼ | -2.7% | 1,019,167 | 0.4% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $20,775,812 | $20,775,812 ▲ | New Holding | 175,865 | 0.4% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $20,579,552 | $3,174,106 ▼ | -13.4% | 774,249 | 0.4% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $19,496,297 | $2,370,534 ▼ | -10.8% | 279,277 | 0.4% | Manufacturing |
JPST JPMorgan Ultra-Short Income ETF | $19,335,192 | $1,330,050 ▲ | 7.4% | 381,892 | 0.4% | ETF |
TFI SPDR Nuveen Barclays Municipal Bond ETF | $19,119,804 | $60,654,882 ▼ | -76.0% | 424,225 | 0.4% | Finance |
JMST JPMorgan Ultra-Short Municipal ETF | $18,888,793 | $921,402 ▼ | -4.7% | 371,461 | 0.4% | ETF |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $18,353,167 | $18,353,167 ▲ | New Holding | 376,398 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $18,012,838 | $11,753,791 ▼ | -39.5% | 172,256 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $16,590,657 | $486,118 ▲ | 3.0% | 29,658 | 0.3% | Finance |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $15,372,412 | $3,260,897 ▲ | 26.9% | 670,114 | 0.3% | Manufacturing |
IEF iShares 7-10 Year Treasury Bond ETF | $14,972,232 | $13,787,450 ▲ | 1,163.7% | 156,991 | 0.3% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $14,825,288 | $80,080,454 ▼ | -84.4% | 149,871 | 0.3% | Finance |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $14,708,947 | $1,574,054 ▼ | -9.7% | 120,555 | 0.3% | ETF |
MSFT Microsoft | $14,599,586 | $741,016 ▲ | 5.3% | 38,892 | 0.3% | Computer and Technology |
SCHF Schwab International Equity ETF | $14,270,813 | $3,888,530 ▼ | -21.4% | 721,477 | 0.3% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $13,841,157 | $1,750,223 ▼ | -11.2% | 228,176 | 0.3% | ETF |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $13,839,989 | $13,839,989 ▲ | New Holding | 175,434 | 0.3% | ETF |
AMZN Amazon.com | $13,691,123 | $2,685,713 ▼ | -16.4% | 71,960 | 0.3% | Retail/Wholesale |
BRK.B Berkshire Hathaway | $12,144,422 | $55,921 ▲ | 0.5% | 22,803 | 0.2% | Finance |
IWD iShares Russell 1000 Value ETF | $11,515,973 | $616,601 ▼ | -5.1% | 61,203 | 0.2% | ETF |
IWF iShares Russell 1000 Growth ETF | $9,341,864 | $520,698 ▼ | -5.3% | 25,871 | 0.2% | ETF |
SDY SPDR S&P Dividend ETF | $9,015,534 | $1,388,821 ▼ | -13.3% | 66,447 | 0.2% | ETF |
ROK Rockwell Automation | $8,634,543 | $42,374 ▼ | -0.5% | 33,418 | 0.2% | Computer and Technology |
NVDA NVIDIA | $8,443,020 | $806,239 ▲ | 10.6% | 77,902 | 0.2% | Computer and Technology |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $8,368,647 | $2,460,304 ▲ | 41.6% | 373,267 | 0.2% | Manufacturing |
SUSL iShares ESG MSCI USA Leaders ETF | $7,835,917 | $977,358 ▲ | 14.3% | 81,786 | 0.1% | Manufacturing |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $7,598,225 | $4,341,049 ▲ | 133.3% | 160,030 | 0.1% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $7,455,134 | $1,082,248 ▼ | -12.7% | 324,348 | 0.1% | ETF |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | $7,146,410 | $12,535,665 ▼ | -63.7% | 139,906 | 0.1% | Manufacturing |
SUB iShares Short-Term National Muni Bond ETF | $7,141,940 | $7,141,940 ▲ | New Holding | 67,632 | 0.1% | ETF |
HYMU iShares High Yield Muni Income Active ETF | $6,741,605 | $6,741,605 ▲ | New Holding | 297,380 | 0.1% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $6,540,919 | $479,987 ▼ | -6.8% | 112,098 | 0.1% | ETF |
SCHP Schwab U.S. TIPS ETF | $6,337,004 | $48,536 ▲ | 0.8% | 235,664 | 0.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $5,744,415 | $276,823 ▼ | -4.6% | 29,612 | 0.1% | ETF |
PG Procter & Gamble | $5,679,077 | $2,366,793 ▼ | -29.4% | 33,324 | 0.1% | Consumer Staples |
SPDW SPDR Portfolio Developed World ex-US ETF | $5,578,595 | $822,466 ▼ | -12.8% | 153,216 | 0.1% | ETF |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $5,450,934 | $536,575 ▲ | 10.9% | 216,737 | 0.1% | ETF |
IWM iShares Russell 2000 ETF | $5,368,875 | $1,312,644 ▼ | -19.6% | 26,913 | 0.1% | Finance |
VT Vanguard Total World Stock ETF | $5,116,603 | $6,841 ▲ | 0.1% | 44,128 | 0.1% | ETF |
VUG Vanguard Growth ETF | $5,049,827 | $89,738 ▼ | -1.7% | 13,618 | 0.1% | ETF |
SCHA Schwab US Small-Cap ETF | $4,712,139 | $2,109,516 ▲ | 81.1% | 201,116 | 0.1% | ETF |
ABBV AbbVie | $4,506,541 | $16,133 ▼ | -0.4% | 21,509 | 0.1% | Medical |
VTV Vanguard Value ETF | $4,496,423 | $25,047 ▼ | -0.6% | 26,030 | 0.1% | ETF |
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF | $4,367,609 | $244,352 ▲ | 5.9% | 172,701 | 0.1% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $4,139,560 | $692,731 ▲ | 20.1% | 50,674 | 0.1% | Manufacturing |
SCHO Schwab Short-Term U.S. Treasury ETF | $4,082,682 | $33,078 ▼ | -0.8% | 167,735 | 0.1% | ETF |
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF | $4,013,074 | $648,002 ▲ | 19.3% | 158,745 | 0.1% | ETF |
GOOGL Alphabet | $3,983,237 | $199,177 ▲ | 5.3% | 25,758 | 0.1% | Computer and Technology |
IBMN iShares iBonds Dec 2025 Term Muni Bond ETF | $3,976,602 | $589,089 ▲ | 17.4% | 148,658 | 0.1% | ETF |
IBTI iShares iBonds Dec 2028 Term Treasury ETF | $3,927,459 | $1,522,924 ▲ | 63.3% | 176,515 | 0.1% | Manufacturing |
CMF iShares California Muni Bond ETF | $3,831,374 | $641,648 ▲ | 20.1% | 68,077 | 0.1% | ETF |
DVN Devon Energy | $3,695,644 | $10,023 ▲ | 0.3% | 98,814 | 0.1% | Energy |
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF | $3,690,660 | $706,197 ▲ | 23.7% | 144,392 | 0.1% | ETF |
XOM Exxon Mobil | $3,622,172 | $65,531 ▼ | -1.8% | 30,456 | 0.1% | Energy |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $3,538,414 | $499,041 ▲ | 16.4% | 146,155 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $3,532,029 | $619,620 ▲ | 21.3% | 14,399 | 0.1% | Finance |
CEG Constellation Energy | $3,514,411 | $101,017 ▲ | 3.0% | 17,430 | 0.1% | Energy |
SCHM Schwab U.S. Mid-Cap ETF | $3,178,079 | | 0.0% | 121,301 | 0.1% | ETF |
WM Waste Management | $3,092,511 | $122,237 ▲ | 4.1% | 13,358 | 0.1% | Business Services |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $2,849,009 | $270,115 ▲ | 10.5% | 117,825 | 0.1% | ETF |
