VOO Vanguard S&P 500 ETF | $723,803,750 | $38,085,405 ▲ | 5.6% | 1,447,231 | 15.5% | ETF |
SPHQ Invesco S&P 500 Quality ETF | $446,044,365 | $25,724,867 ▲ | 6.1% | 7,019,899 | 9.6% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $324,912,256 | $19,432,884 ▲ | 6.4% | 6,574,509 | 7.0% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $271,047,855 | $21,300,181 ▲ | 8.5% | 10,803,023 | 5.8% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $168,034,405 | $11,463,063 ▲ | 7.3% | 3,353,311 | 3.6% | ETF |
IEFA iShares Core MSCI EAFE ETF | $164,910,190 | $2,059,126 ▼ | -1.2% | 2,270,239 | 3.5% | ETF |
IVW iShares S&P 500 Growth ETF | $136,554,866 | $3,404,176 ▼ | -2.4% | 1,475,631 | 2.9% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $136,131,749 | $10,824,059 ▲ | 8.6% | 1,674,849 | 2.9% | ETF |
IVE iShares S&P 500 Value ETF | $121,160,442 | $1,223,835 ▼ | -1.0% | 665,680 | 2.6% | ETF |
MUB iShares National Muni Bond ETF | $119,067,938 | $231,959 ▼ | -0.2% | 1,117,484 | 2.6% | ETF |
NOBL ProShares S&P 500 Aristocrats ETF | $117,362,171 | $2,792,770 ▲ | 2.4% | 1,220,869 | 2.5% | ETF |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $108,247,789 | $7,097,493 ▲ | 7.0% | 3,324,564 | 2.3% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $94,237,592 | $4,558,698 ▲ | 5.1% | 2,153,510 | 2.0% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $93,807,536 | $2,567,695 ▼ | -2.7% | 966,391 | 2.0% | Finance |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $75,319,805 | $6,145,983 ▲ | 8.9% | 1,813,624 | 1.6% | ETF |
TFI SPDR Nuveen Barclays Municipal Bond ETF | $75,179,103 | $3,498,365 ▲ | 4.9% | 1,643,259 | 1.6% | Finance |
SPYG SPDR Portfolio S&P 500 Growth ETF | $71,298,944 | $3,144,221 ▲ | 4.6% | 889,791 | 1.5% | ETF |
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF | $71,019,298 | $5,202,792 ▲ | 7.9% | 1,504,965 | 1.5% | Finance |
DFAC Dimensional U.S. Core Equity 2 ETF | $70,838,885 | $1,825,461 ▼ | -2.5% | 2,197,236 | 1.5% | ETF |
SCHB Schwab US Broad Market ETF | $59,141,620 | $264,180 ▲ | 0.4% | 940,697 | 1.3% | ETF |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $58,528,561 | $3,926,508 ▲ | 7.2% | 1,005,127 | 1.3% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $58,342,107 | $356,772 ▼ | -0.6% | 578,561 | 1.3% | ETF |
IWY iShares Russell Top 200 Growth ETF | $58,092,231 | $1,239,282 ▼ | -2.1% | 270,801 | 1.2% | ETF |
PZA Invesco National AMT-Free Municipal Bond ETF | $56,129,074 | $4,020,958 ▲ | 7.7% | 2,370,316 | 1.2% | ETF |
IVV iShares Core S&P 500 ETF | $51,178,631 | $2,836,843 ▼ | -5.3% | 93,523 | 1.1% | ETF |
PFF iShares Preferred and Income Securities ETF | $48,261,605 | $2,809,749 ▲ | 6.2% | 1,529,686 | 1.0% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $47,624,035 | $69,321 ▼ | -0.1% | 889,670 | 1.0% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $39,315,587 | $975,442 ▼ | -2.4% | 1,546,640 | 0.8% | ETF |
EOG EOG Resources | $36,009,645 | $36,009,645 ▲ | New Holding | 286,086 | 0.8% | Oils/Energy |
VGSH Vanguard Short-Term Treasury Index ETF | $35,382,132 | $2,298,433 ▲ | 6.9% | 610,142 | 0.8% | ETF |
CWI SPDR MSCI ACWI ex-US ETF | $34,192,165 | $746,365 ▲ | 2.2% | 1,207,777 | 0.7% | ETF |
IJR iShares Core S&P Small-Cap ETF | $31,421,157 | $134,391 ▲ | 0.4% | 294,592 | 0.7% | ETF |
IBTE iShares iBonds Dec 2024 Term Treasury ETF | $30,642,729 | $2,003,050 ▲ | 7.0% | 1,277,845 | 0.7% | Manufacturing |
SPLV Invesco S&P 500 Low Volatility ETF | $24,737,295 | $172,442 ▲ | 0.7% | 380,867 | 0.5% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $24,061,220 | $113,565 ▼ | -0.5% | 324,800 | 0.5% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $23,202,616 | $168,646 ▲ | 0.7% | 509,053 | 0.5% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $22,209,895 | $789,507 ▼ | -3.4% | 328,743 | 0.5% | Manufacturing |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $20,778,023 | $1,949,900 ▲ | 10.4% | 894,833 | 0.4% | Manufacturing |
AAPL Apple | $20,223,918 | $656,502 ▲ | 3.4% | 96,021 | 0.4% | Computer and Technology |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | $19,787,815 | $224,790 ▼ | -1.1% | 394,101 | 0.4% | Manufacturing |
JPST JPMorgan Ultra-Short Income ETF | $18,115,803 | $3,085,332 ▼ | -14.6% | 358,942 | 0.4% | ETF |
JMST JPMorgan Ultra-Short Municipal ETF | $17,735,259 | $124,985 ▲ | 0.7% | 349,498 | 0.4% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $17,720,711 | $657,686 ▼ | -3.6% | 149,189 | 0.4% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $17,292,695 | $240,430 ▼ | -1.4% | 101,269 | 0.4% | ETF |
SCHF Schwab International Equity ETF | $16,931,775 | $423,657 ▲ | 2.6% | 440,702 | 0.4% | ETF |
JIRE JPMorgan International Research Enhanced Equity ETF | $15,706,260 | $1,351,908 ▲ | 9.4% | 250,899 | 0.3% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $15,452,871 | $760,854 ▼ | -4.7% | 263,521 | 0.3% | ETF |
MSFT Microsoft | $14,797,955 | $209,618 ▲ | 1.4% | 33,109 | 0.3% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $14,244,877 | $1,671,399 ▲ | 13.3% | 53,250 | 0.3% | ETF |
IWD iShares Russell 1000 Value ETF | $12,100,946 | $74,848 ▼ | -0.6% | 69,358 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $11,193,505 | $34,286 ▲ | 0.3% | 20,568 | 0.2% | Finance |
IWF iShares Russell 1000 Growth ETF | $10,089,223 | $245,314 ▼ | -2.4% | 27,679 | 0.2% | ETF |
ROK Rockwell Automation | $9,246,656 | $66,893 ▲ | 0.7% | 33,590 | 0.2% | Industrial Products |
GOVT iShares U.S. Treasury Bond ETF | $8,692,962 | $230,959 ▼ | -2.6% | 385,156 | 0.2% | ETF |
SUSL iShares ESG MSCI USA Leaders ETF | $8,046,939 | $843,159 ▲ | 11.7% | 82,592 | 0.2% | Manufacturing |
IWM iShares Russell 2000 ETF | $8,017,605 | $5,478 ▲ | 0.1% | 39,517 | 0.2% | Finance |
SDY SPDR S&P Dividend ETF | $7,883,691 | $2,798 ▲ | 0.0% | 61,988 | 0.2% | ETF |
IBDP iShares iBonds Dec 2024 Term Corporate ETF | $7,837,062 | $909,781 ▼ | -10.4% | 311,861 | 0.2% | ETF |
NVDA NVIDIA | $7,739,426 | $7,739,426 ▲ | New Holding | 62,647 | 0.2% | Computer and Technology |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $7,130,370 | $1,666,305 ▲ | 30.5% | 314,740 | 0.2% | Manufacturing |
IJH iShares Core S&P Mid-Cap ETF | $7,055,640 | $121,839 ▼ | -1.7% | 120,568 | 0.2% | ETF |
SCHP Schwab U.S. TIPS ETF | $5,849,176 | $23,612 ▲ | 0.4% | 112,463 | 0.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $5,402,995 | $111,904 ▲ | 2.1% | 29,597 | 0.1% | ETF |
PG Procter & Gamble | $5,268,040 | $434,894 ▲ | 9.0% | 31,943 | 0.1% | Consumer Staples |
VUG Vanguard Growth ETF | $5,183,533 | $255,455 ▼ | -4.7% | 13,859 | 0.1% | ETF |
AMZN Amazon.com | $5,173,110 | $746,718 ▲ | 16.9% | 26,769 | 0.1% | Retail/Wholesale |
VT Vanguard Total World Stock ETF | $4,974,530 | $16,106 ▲ | 0.3% | 44,167 | 0.1% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $4,855,529 | $199,254 ▼ | -3.9% | 138,413 | 0.1% | ETF |
VTV Vanguard Value ETF | $4,750,476 | $52,133 ▼ | -1.1% | 29,615 | 0.1% | ETF |
DVN Devon Energy | $4,628,658 | | 0.0% | 97,651 | 0.1% | Oils/Energy |
MBB iShares MBS ETF | $4,240,450 | $128,076 ▼ | -2.9% | 46,187 | 0.1% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $4,153,765 | $202,902 ▼ | -4.7% | 53,370 | 0.1% | ETF |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $3,971,906 | $78,732 ▼ | -1.9% | 159,771 | 0.1% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $3,958,316 | $28,445 ▲ | 0.7% | 82,242 | 0.1% | ETF |
IBMM iShares iBonds Dec 2024 Term Muni Bond ETF | $3,842,445 | $132,335 ▼ | -3.3% | 147,531 | 0.1% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $3,756,720 | $205,597 ▲ | 5.8% | 80,599 | 0.1% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $3,722,040 | $471,735 ▲ | 14.5% | 47,246 | 0.1% | Manufacturing |
ITM VanEck Intermediate Muni ETF | $3,691,542 | $81,091 ▲ | 2.2% | 80,531 | 0.1% | ETF |
CMF iShares California Muni Bond ETF | $3,403,188 | $2,475,703 ▲ | 266.9% | 59,831 | 0.1% | ETF |
CEG Constellation Energy | $3,267,806 | $29,640 ▼ | -0.9% | 16,317 | 0.1% | Oils/Energy |
MRK Merck & Co., Inc. | $3,236,751 | $18,075 ▲ | 0.6% | 26,145 | 0.1% | Medical |
GOOGL Alphabet | $3,195,640 | $1,009,111 ▲ | 46.2% | 17,544 | 0.1% | Computer and Technology |
IUSB iShares Core Total USD Bond Market ETF | $2,882,911 | $278,646 ▼ | -8.8% | 63,753 | 0.1% | Manufacturing |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $2,864,166 | $56,311 ▼ | -1.9% | 120,242 | 0.1% | ETF |
SCHA Schwab US Small-Cap ETF | $2,813,744 | $118,293 ▼ | -4.0% | 59,299 | 0.1% | ETF |
EFA iShares MSCI EAFE ETF | $2,722,008 | $118,512 ▲ | 4.6% | 34,751 | 0.1% | Finance |
VGK Vanguard FTSE Europe ETF | $2,691,689 | $1,002 ▲ | 0.0% | 40,313 | 0.1% | ETF |
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF | $2,678,992 | $142,164 ▲ | 5.6% | 107,074 | 0.1% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $2,659,530 | $23,525 ▼ | -0.9% | 56,864 | 0.1% | Finance |
WM Waste Management | $2,637,523 | $2,987 ▼ | -0.1% | 12,363 | 0.1% | Business Services |
IBMN iShares iBonds Dec 2025 Term Muni Bond ETF | $2,634,516 | $211,562 ▲ | 8.7% | 99,472 | 0.1% | ETF |
IQLT iShares MSCI Intl Quality Factor ETF | $2,627,870 | $20,072 ▼ | -0.8% | 67,295 | 0.1% | ETF |
XOM Exxon Mobil | $2,609,922 | $18,419 ▼ | -0.7% | 22,671 | 0.1% | Oils/Energy |
VV Vanguard Large-Cap ETF | $2,594,301 | | 0.0% | 10,393 | 0.1% | ETF |
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF | $2,585,626 | $51,451 ▼ | -2.0% | 67,793 | 0.1% | Manufacturing |
SCHX Schwab US Large-Cap ETF | $2,575,095 | $8,995 ▼ | -0.3% | 40,079 | 0.1% | ETF |
NEE NextEra Energy | $2,415,684 | $264,263 ▲ | 12.3% | 34,115 | 0.1% | Utilities |
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF | $2,296,626 | $451,076 ▲ | 24.4% | 90,704 | 0.0% | ETF |
SBAC SBA Communications | $2,269,032 | | 0.0% | 11,559 | 0.0% | Finance |
DVY iShares Select Dividend ETF | $2,249,646 | $20,204 ▼ | -0.9% | 18,595 | 0.0% | ETF |
