VOO Vanguard S&P 500 ETF | $1,127,859,887 | $96,145,891 ▲ | 9.3% | 1,985,564 | 18.9% | ETF |
SPHQ Invesco S&P 500 Quality ETF | $573,147,640 | $22,738,138 ▲ | 4.1% | 8,043,049 | 9.6% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $431,921,953 | $22,001,869 ▲ | 5.4% | 7,576,249 | 7.2% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $323,453,787 | $22,772,274 ▲ | 7.6% | 12,634,914 | 5.4% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $247,418,097 | $20,381,969 ▲ | 9.0% | 5,046,259 | 4.2% | ETF |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $185,118,987 | $15,938,109 ▲ | 9.4% | 5,512,775 | 3.1% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $165,448,899 | $8,766,965 ▲ | 5.6% | 1,835,873 | 2.8% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $134,939,323 | $6,968,933 ▲ | 5.4% | 3,167,590 | 2.3% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $133,428,090 | $8,476,900 ▲ | 6.8% | 2,697,697 | 2.2% | ETF |
NOBL ProShares S&P 500 Aristocrats ETF | $130,153,733 | $2,483,161 ▲ | 1.9% | 1,292,490 | 2.2% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $125,415,355 | $7,892,109 ▲ | 6.7% | 2,096,896 | 2.1% | ETF |
IVW iShares S&P 500 Growth ETF | $110,658,338 | $8,400,742 ▼ | -7.1% | 1,005,071 | 1.9% | ETF |
IEFA iShares Core MSCI EAFE ETF | $106,169,971 | $13,836,646 ▼ | -11.5% | 1,271,801 | 1.8% | ETF |
IVE iShares S&P 500 Value ETF | $98,511,717 | $10,369,757 ▼ | -9.5% | 504,103 | 1.7% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $94,361,015 | $4,575,743 ▲ | 5.1% | 989,939 | 1.6% | ETF |
MBB iShares MBS ETF | $90,152,696 | $1,735,463 ▲ | 2.0% | 960,195 | 1.5% | ETF |
PZA Invesco National AMT-Free Municipal Bond ETF | $87,246,282 | $4,402,187 ▲ | 5.3% | 3,896,663 | 1.5% | ETF |
SHM SPDR Nuveen ICE Short Term Municipal Bond ETF | $73,900,767 | $1,731,638 ▲ | 2.4% | 1,545,071 | 1.2% | Finance |
MUB iShares National Muni Bond ETF | $72,880,655 | $10,929,653 ▼ | -13.0% | 697,556 | 1.2% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $68,833,373 | $2,870,677 ▼ | -4.0% | 1,920,574 | 1.2% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $66,461,469 | $24,398,609 ▲ | 58.0% | 363,535 | 1.1% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $61,200,242 | $947,280 ▼ | -1.5% | 2,095,181 | 1.0% | ETF |
PFF iShares Preferred and Income Securities ETF | $59,787,027 | $1,964,532 ▲ | 3.4% | 1,948,730 | 1.0% | ETF |
SCHB Schwab US Broad Market ETF | $59,751,529 | $1,205,250 ▼ | -2.0% | 2,507,408 | 1.0% | ETF |
VTI Vanguard Total Stock Market ETF | $53,310,207 | $24,780,616 ▲ | 86.9% | 175,403 | 0.9% | ETF |
FLMI Franklin Dynamic Municipal Bond ETF | $52,549,358 | $2,581,336 ▲ | 5.2% | 2,166,091 | 0.9% | ETF |
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF | $52,154,781 | $3,032,204 ▲ | 6.2% | 2,104,713 | 0.9% | ETF |
IWY iShares Russell Top 200 Growth ETF | $46,258,588 | $4,208,665 ▼ | -8.3% | 187,654 | 0.8% | ETF |
IVV iShares Core S&P 500 ETF | $46,216,013 | $3,662,685 ▼ | -7.3% | 74,434 | 0.8% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $41,607,207 | $5,561,659 ▼ | -11.8% | 693,107 | 0.7% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $40,016,973 | $2,004,620 ▼ | -4.8% | 1,362,512 | 0.7% | ETF |
EOG EOG Resources | $38,824,091 | $239 ▼ | 0.0% | 324,589 | 0.7% | Energy |
CWI SPDR MSCI ACWI ex-US ETF | $37,495,067 | $1,312,247 ▼ | -3.4% | 1,148,042 | 0.6% | ETF |
AAPL Apple | $35,519,116 | $217,481 ▲ | 0.6% | 173,120 | 0.6% | Computer and Technology |
JIRE JPMorgan International Research Enhanced Equity ETF | $34,388,076 | $4,578,396 ▲ | 15.4% | 485,913 | 0.6% | ETF |
IQLT iShares MSCI Intl Quality Factor ETF | $30,620,679 | $5,217,864 ▼ | -14.6% | 708,484 | 0.5% | ETF |
MSFT Microsoft | $30,587,622 | $11,242,421 ▲ | 58.1% | 61,494 | 0.5% | Computer and Technology |
SPLV Invesco S&P 500 Low Volatility ETF | $27,234,680 | $96,923 ▲ | 0.4% | 374,000 | 0.5% | ETF |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $24,793,086 | $235,469 ▲ | 1.0% | 1,061,348 | 0.4% | Manufacturing |
IGEB iShares Investment Grade Systematic Bond ETF | $23,592,494 | $4,188,341 ▼ | -15.1% | 519,201 | 0.4% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $23,022,434 | $663,014 ▼ | -2.8% | 990,638 | 0.4% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $21,081,593 | $341,891 ▼ | -1.6% | 761,893 | 0.4% | ETF |
SCHA Schwab US Small-Cap ETF | $20,939,133 | $15,850,900 ▲ | 311.5% | 827,634 | 0.4% | ETF |
JMST JPMorgan Ultra-Short Municipal ETF | $20,145,855 | $1,231,043 ▲ | 6.5% | 395,637 | 0.3% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $19,438,619 | $84,332 ▲ | 0.4% | 383,556 | 0.3% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $19,205,128 | $2,385,788 ▼ | -11.0% | 248,417 | 0.3% | Manufacturing |
IJR iShares Core S&P Small-Cap ETF | $18,280,348 | $545,465 ▼ | -2.9% | 167,265 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $18,149,283 | $174,851 ▼ | -1.0% | 29,375 | 0.3% | Finance |
IEI iShares 3-7 Year Treasury Bond ETF | $17,704,754 | $3,239,010 ▼ | -15.5% | 148,667 | 0.3% | ETF |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $17,131,966 | $1,766,252 ▲ | 11.5% | 747,142 | 0.3% | Manufacturing |
VEU Vanguard FTSE All-World ex-US ETF | $17,040,136 | $1,702,145 ▲ | 11.1% | 253,498 | 0.3% | ETF |
TFI SPDR Nuveen ICE Municipal Bond ETF | $16,566,495 | $2,383,636 ▼ | -12.6% | 370,864 | 0.3% | Finance |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $15,367,523 | $5,131,112 ▼ | -25.0% | 282,180 | 0.3% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $15,310,244 | $969,449 ▼ | -6.0% | 113,376 | 0.3% | ETF |
SCHF Schwab International Equity ETF | $14,447,988 | $1,496,656 ▼ | -9.4% | 653,755 | 0.2% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $13,463,369 | $1,403,883 ▼ | -9.4% | 135,719 | 0.2% | Finance |
IEF iShares 7-10 Year Treasury Bond ETF | $12,859,421 | $2,175,607 ▼ | -14.5% | 134,274 | 0.2% | ETF |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $12,073,225 | $2,075,528 ▼ | -14.7% | 149,699 | 0.2% | ETF |
IWD iShares Russell 1000 Value ETF | $11,257,121 | $630,273 ▼ | -5.3% | 57,958 | 0.2% | ETF |
ROK Rockwell Automation | $11,191,140 | $90,682 ▲ | 0.8% | 33,691 | 0.2% | Computer and Technology |
IWF iShares Russell 1000 Growth ETF | $10,757,021 | $227,147 ▼ | -2.1% | 25,336 | 0.2% | ETF |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $10,046,171 | $1,651,396 ▲ | 19.7% | 446,695 | 0.2% | Manufacturing |
NVDA NVIDIA | $9,934,104 | $2,373,644 ▼ | -19.3% | 62,878 | 0.2% | Computer and Technology |
SUB iShares Short-Term National Muni Bond ETF | $9,315,278 | $2,123,291 ▲ | 29.5% | 87,599 | 0.2% | ETF |
SDY SPDR S&P Dividend ETF | $8,989,356 | $29,453 ▼ | -0.3% | 66,230 | 0.2% | ETF |
SUSL iShares ESG MSCI USA Leaders ETF | $8,669,409 | $192,105 ▼ | -2.2% | 80,013 | 0.1% | Manufacturing |
AMZN Amazon.com | $8,229,319 | $7,557,986 ▼ | -47.9% | 37,510 | 0.1% | Retail/Wholesale |
SPDW SPDR Portfolio Developed World ex-US ETF | $7,902,677 | $1,698,961 ▲ | 27.4% | 195,176 | 0.1% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $7,525,630 | $82,197 ▼ | -1.1% | 158,301 | 0.1% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $7,294,049 | $341,730 ▲ | 4.9% | 117,608 | 0.1% | ETF |
MLN VanEck Long Muni ETF | $7,094,628 | $4,880,501 ▲ | 220.4% | 420,049 | 0.1% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $6,656,704 | $796,808 ▼ | -10.7% | 289,674 | 0.1% | ETF |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $6,555,900 | $1,098,454 ▲ | 20.1% | 260,361 | 0.1% | ETF |
PG Procter & Gamble | $6,266,534 | $957,354 ▲ | 18.0% | 39,333 | 0.1% | Consumer Staples |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | $6,201,927 | $994,852 ▼ | -13.8% | 120,566 | 0.1% | Manufacturing |
VUG Vanguard Growth ETF | $6,066,580 | $96,448 ▲ | 1.6% | 13,838 | 0.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $6,047,180 | $13,508 ▼ | -0.2% | 29,546 | 0.1% | ETF |
SCHP Schwab U.S. TIPS ETF | $6,024,013 | $263,491 ▼ | -4.2% | 225,788 | 0.1% | ETF |
HYMU iShares High Yield Muni Income Active ETF | $5,853,498 | $781,051 ▼ | -11.8% | 262,371 | 0.1% | ETF |
IWM iShares Russell 2000 ETF | $5,826,762 | $19,205 ▲ | 0.3% | 27,002 | 0.1% | Finance |
VT Vanguard Total World Stock ETF | $5,663,748 | $7,583 ▼ | -0.1% | 44,069 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $5,606,994 | $1,432,480 ▲ | 34.3% | 19,340 | 0.1% | Finance |
CEG Constellation Energy | $5,437,861 | $187,846 ▼ | -3.3% | 16,848 | 0.1% | Energy |
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF | $5,121,360 | $1,097,174 ▲ | 27.3% | 202,026 | 0.1% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $4,843,084 | $3,063,917 ▲ | 172.2% | 160,686 | 0.1% | ETF |
CMF iShares California Muni Bond ETF | $4,768,223 | $973,611 ▲ | 25.7% | 85,544 | 0.1% | ETF |
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF | $4,652,599 | $952,843 ▲ | 25.8% | 181,579 | 0.1% | ETF |
GOOGL Alphabet | $4,646,582 | $107,322 ▲ | 2.4% | 26,367 | 0.1% | Computer and Technology |
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF | $4,602,006 | $213,673 ▲ | 4.9% | 181,110 | 0.1% | ETF |
IBTI iShares iBonds Dec 2028 Term Treasury ETF | $4,601,085 | $654,209 ▲ | 16.6% | 205,773 | 0.1% | Manufacturing |
ABBV AbbVie | $4,559,189 | $566,697 ▲ | 14.2% | 24,562 | 0.1% | Medical |
ESGD iShares ESG Aware MSCI EAFE ETF | $4,382,130 | $139,005 ▼ | -3.1% | 49,116 | 0.1% | Manufacturing |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $4,323,311 | $779,055 ▲ | 22.0% | 178,281 | 0.1% | ETF |
IBMN iShares iBonds Dec 2025 Term Muni Bond ETF | $4,318,291 | $339,682 ▲ | 8.5% | 161,350 | 0.1% | ETF |
VTV Vanguard Value ETF | $4,287,536 | $313,007 ▼ | -6.8% | 24,259 | 0.1% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $3,938,804 | $150,571 ▼ | -3.7% | 161,559 | 0.1% | ETF |
XOM Exxon Mobil | $3,772,578 | $489,413 ▲ | 14.9% | 34,996 | 0.1% | Energy |
IBTJ iShares iBonds Dec 2029 Term Treasury ETF | $3,639,882 | $859,045 ▲ | 30.9% | 166,053 | 0.1% | Manufacturing |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $3,353,609 | $3,353,609 ▲ | New Holding | 27,629 | 0.1% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $3,336,325 | $476,711 ▲ | 16.7% | 137,467 | 0.1% | ETF |
