SCHF Schwab International Equity ETF | $10,374,165 | $300,062 ▲ | 3.0% | 524,478 | 5.4% | ETF |
AAPL Apple | $8,478,695 | $4,887 ▼ | -0.1% | 38,170 | 4.4% | Computer and Technology |
SCHA Schwab US Small-Cap ETF | $7,100,574 | $28,913 ▲ | 0.4% | 303,055 | 3.7% | ETF |
VO Vanguard Mid-Cap ETF | $7,023,754 | $95,429 ▲ | 1.4% | 27,159 | 3.7% | ETF |
VIG Vanguard Dividend Appreciation ETF | $6,435,512 | $11,834 ▲ | 0.2% | 33,174 | 3.4% | ETF |
VB Vanguard Small-Cap ETF | $6,001,163 | $206,891 ▲ | 3.6% | 27,063 | 3.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $5,793,594 | $42,240 ▲ | 0.7% | 113,980 | 3.0% | ETF |
SCHB Schwab US Broad Market ETF | $5,751,368 | $305,080 ▲ | 5.6% | 267,133 | 3.0% | ETF |
VBR Vanguard Small-Cap Value ETF | $5,284,191 | $26,826 ▼ | -0.5% | 28,365 | 2.8% | ETF |
SCHX Schwab US Large-Cap ETF | $4,086,613 | $309,076 ▼ | -7.0% | 185,082 | 2.1% | ETF |
ACWV iShares MSCI Global Min Vol Factor ETF | $3,728,222 | $88,789 ▼ | -2.3% | 32,038 | 2.0% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $3,306,370 | $402,695 ▲ | 13.9% | 126,197 | 1.7% | ETF |
VNQ Vanguard Real Estate ETF | $2,984,762 | $19,376 ▲ | 0.7% | 32,966 | 1.6% | ETF |
VTI Vanguard Total Stock Market ETF | $2,979,613 | $2,199 ▲ | 0.1% | 10,841 | 1.6% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $2,831,953 | $56,491 ▲ | 2.0% | 102,719 | 1.5% | ETF |
FGD First Trust DJ Global Select Dividend Index Fund | $2,750,287 | $5,300 ▲ | 0.2% | 113,648 | 1.4% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $2,733,415 | $126,682 ▼ | -4.4% | 60,394 | 1.4% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $2,698,592 | $19,822 ▼ | -0.7% | 42,477 | 1.4% | ETF |
DSI iShares ESG MSCI KLD 400 ETF | $2,623,978 | $74,350 ▼ | -2.8% | 25,622 | 1.4% | ETF |
MOAT VanEck Morningstar Wide Moat ETF | $2,602,728 | $23,408 ▲ | 0.9% | 29,576 | 1.4% | ETF |
CHI Calamos Convertible Opportunities and Income Fund | $2,547,223 | $177,818 ▲ | 7.5% | 265,612 | 1.3% | Financial Services |
MSFT Microsoft | $2,395,974 | $22,147 ▲ | 0.9% | 6,383 | 1.3% | Computer and Technology |
GLD SPDR Gold Shares | $2,355,545 | $4,610 ▼ | -0.2% | 8,175 | 1.2% | Finance |
VEU Vanguard FTSE All-World ex-US ETF | $2,327,467 | $195,022 ▲ | 9.1% | 38,369 | 1.2% | ETF |
SMOT VanEck Morningstar SMID Moat ETF | $2,131,931 | $90,631 ▲ | 4.4% | 65,018 | 1.1% | ETF |
VBK Vanguard Small-Cap Growth ETF | $1,912,945 | $2,518 ▲ | 0.1% | 7,598 | 1.0% | ETF |
DLY DoubleLine Yield Opportunities Fund | $1,857,265 | $10,594 ▲ | 0.6% | 115,358 | 1.0% | |
AMZN Amazon.com | $1,825,164 | $12,557 ▲ | 0.7% | 9,593 | 1.0% | Retail/Wholesale |
RSP Invesco S&P 500 Equal Weight ETF | $1,794,606 | $3,291 ▲ | 0.2% | 10,360 | 0.9% | ETF |
VYM Vanguard High Dividend Yield ETF | $1,735,091 | $9,543 ▼ | -0.5% | 13,454 | 0.9% | ETF |
NVDA NVIDIA | $1,662,221 | $76,841 ▼ | -4.4% | 15,337 | 0.9% | Computer and Technology |
VT Vanguard Total World Stock ETF | $1,641,094 | | 0.0% | 14,153 | 0.9% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $1,556,765 | $41,399 ▼ | -2.6% | 16,621 | 0.8% | ETF |
CVX Chevron | $1,474,327 | $13,550 ▼ | -0.9% | 8,813 | 0.8% | Energy |
VXUS Vanguard Total International Stock ETF | $1,406,044 | $126,806 ▼ | -8.3% | 22,642 | 0.7% | ETF |
BNDX Vanguard Total International Bond ETF | $1,386,309 | $66,640 ▲ | 5.0% | 28,396 | 0.7% | ETF |
BND Vanguard Total Bond Market ETF | $1,385,424 | $98,203 ▼ | -6.6% | 18,862 | 0.7% | ETF |
JNJ Johnson & Johnson | $1,350,630 | $4,809 ▲ | 0.4% | 8,144 | 0.7% | Medical |
IOO iShares Global 100 ETF | $1,294,234 | | 0.0% | 13,441 | 0.7% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $1,259,955 | $49,546 ▼ | -3.8% | 47,402 | 0.7% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $1,194,644 | $1,867 ▲ | 0.2% | 20,474 | 0.6% | ETF |
FNDF Schwab Fundamental International Large Company Index ETF | $1,191,878 | | 0.0% | 32,979 | 0.6% | ETF |
AIRR First Trust RBA American Industrial Renaissance ETF | $1,138,834 | $203,811 ▲ | 21.8% | 16,696 | 0.6% | Manufacturing |
VCSH Vanguard Short-Term Corporate Bond ETF | $1,101,137 | $293,973 ▲ | 36.4% | 13,949 | 0.6% | ETF |
XLU Utilities Select Sector SPDR Fund | $1,040,968 | | 0.0% | 13,202 | 0.5% | ETF |
VTV Vanguard Value ETF | $966,849 | $1,555 ▲ | 0.2% | 5,597 | 0.5% | ETF |
VOO Vanguard S&P 500 ETF | $952,992 | $124,907 ▲ | 15.1% | 1,854 | 0.5% | ETF |
ANGL VanEck Fallen Angel High Yield Bond ETF | $930,221 | $36,335 ▲ | 4.1% | 32,232 | 0.5% | Manufacturing |
CAT Caterpillar | $916,311 | $660 ▲ | 0.1% | 2,778 | 0.5% | Industrials |
ISCG iShares Morningstar Small-Cap Growth ETF | $910,250 | $46,537 ▼ | -4.9% | 20,205 | 0.5% | ETF |
EWU iShares MSCI United Kingdom ETF | $894,321 | | 0.0% | 23,868 | 0.5% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $886,893 | $1,105 ▲ | 0.1% | 12,035 | 0.5% | ETF |
GOOGL Alphabet | $863,406 | $8,351 ▲ | 1.0% | 5,583 | 0.5% | Computer and Technology |
IBM International Business Machines | $843,620 | $1,243 ▲ | 0.1% | 3,393 | 0.4% | Computer and Technology |
MCD McDonald's | $806,632 | | 0.0% | 2,582 | 0.4% | Retail/Wholesale |
JPM JPMorgan Chase & Co. | $800,414 | | 0.0% | 3,263 | 0.4% | Finance |
SCHC Schwab International Small-Cap Equity ETF | $787,417 | $15,859 ▼ | -2.0% | 21,946 | 0.4% | ETF |
IFRA iShares U.S. Infrastructure ETF | $784,054 | $541 ▲ | 0.1% | 17,396 | 0.4% | ETF |
IYR iShares U.S. Real Estate ETF | $778,314 | $1,149 ▲ | 0.1% | 8,129 | 0.4% | ETF |
MGV Vanguard Mega Cap Value ETF | $714,289 | | 0.0% | 5,544 | 0.4% | ETF |
CSCO Cisco Systems | $702,815 | $46,282 ▼ | -6.2% | 11,389 | 0.4% | Computer and Technology |
TSLA Tesla | $697,659 | $74,120 ▲ | 11.9% | 2,692 | 0.4% | Auto/Tires/Trucks |
IDV iShares International Select Dividend ETF | $689,323 | $40,357 ▼ | -5.5% | 22,222 | 0.4% | ETF |
WFC Wells Fargo & Company | $684,661 | | 0.0% | 9,537 | 0.4% | Finance |
XLRE Real Estate Select Sector SPDR Fund | $675,760 | $2,427 ▲ | 0.4% | 16,147 | 0.4% | ETF |
HYT BlackRock Corporate High Yield Fund | $667,689 | $15,999 ▼ | -2.3% | 69,696 | 0.3% | Financial Services |
VOOV Vanguard S&P 500 Value ETF | $665,227 | $921 ▲ | 0.1% | 3,612 | 0.3% | ETF |
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | $655,973 | | 0.0% | 21,298 | 0.3% | ETF |
PG Procter & Gamble | $653,902 | $1,023 ▲ | 0.2% | 3,837 | 0.3% | Consumer Staples |
BRK.B Berkshire Hathaway | $650,813 | | 0.0% | 1,222 | 0.3% | Finance |
VPU Vanguard Utilities ETF | $643,845 | $342 ▲ | 0.1% | 3,769 | 0.3% | ETF |
VOE Vanguard Mid-Cap Value ETF | $643,461 | $28,737 ▼ | -4.3% | 4,008 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $638,564 | $314 ▲ | 0.0% | 6,107 | 0.3% | ETF |
FILL iShares MSCI Global Energy Producers ETF | $621,750 | | 0.0% | 25,000 | 0.3% | ETF |
ONEY SPDR Russell 1000 Yield Focus ETF | $613,202 | $20,211 ▼ | -3.2% | 5,613 | 0.3% | ETF |
PRK Park National | $608,628 | | 0.0% | 4,020 | 0.3% | Finance |
VWOB Vanguard Emerging Markets Government Bond ETF | $603,442 | $125,388 ▼ | -17.2% | 9,399 | 0.3% | ETF |
VXF Vanguard Extended Market ETF | $581,760 | $1,895 ▲ | 0.3% | 3,377 | 0.3% | ETF |
EPD Enterprise Products Partners | $545,557 | | 0.0% | 15,980 | 0.3% | Energy |
DE Deere & Company | $529,896 | $4,693 ▲ | 0.9% | 1,129 | 0.3% | Industrials |
SPY SPDR S&P 500 ETF Trust | $528,266 | $2,238 ▲ | 0.4% | 944 | 0.3% | Finance |
VHT Vanguard Health Care ETF | $522,279 | $3,706 ▼ | -0.7% | 1,973 | 0.3% | ETF |
HD Home Depot | $522,128 | $1,832 ▲ | 0.4% | 1,425 | 0.3% | Retail/Wholesale |
QQQ Invesco QQQ | $519,410 | $8,907 ▼ | -1.7% | 1,108 | 0.3% | Finance |
FEZ SPDR EURO STOXX 50 ETF | $518,866 | $163 ▲ | 0.0% | 9,536 | 0.3% | ETF |
SPLV Invesco S&P 500 Low Volatility ETF | $511,234 | | 0.0% | 6,842 | 0.3% | ETF |
IBB iShares Biotechnology ETF | $491,736 | $256 ▲ | 0.1% | 3,845 | 0.3% | Finance |
NEE NextEra Energy | $489,425 | | 0.0% | 6,904 | 0.3% | Utilities |
PEP PepsiCo | $482,182 | $27,887 ▼ | -5.5% | 3,216 | 0.3% | Consumer Staples |
XLE Energy Select Sector SPDR Fund | $479,492 | | 0.0% | 5,131 | 0.3% | ETF |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $477,343 | | 0.0% | 6,126 | 0.2% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $475,900 | $1,067 ▲ | 0.2% | 892 | 0.2% | ETF |
SBUX Starbucks | $471,871 | $20,205 ▲ | 4.5% | 4,811 | 0.2% | Retail/Wholesale |
FPE First Trust Preferred Securities and Income ETF | $471,825 | $5,189 ▲ | 1.1% | 26,823 | 0.2% | ETF |
EFA iShares MSCI EAFE ETF | $455,956 | $39,965 ▼ | -8.1% | 5,579 | 0.2% | Finance |
GOOG Alphabet | $453,543 | $156 ▲ | 0.0% | 2,903 | 0.2% | Computer and Technology |
WSM Williams-Sonoma | $452,166 | | 0.0% | 2,860 | 0.2% | Retail/Wholesale |
AVGO Broadcom | $423,922 | $4,855 ▲ | 1.2% | 2,532 | 0.2% | Computer and Technology |
ORCL Oracle | $420,688 | | 0.0% | 3,009 | 0.2% | Computer and Technology |
SDY SPDR S&P Dividend ETF | $418,548 | $1,221 ▲ | 0.3% | 3,085 | 0.2% | ETF |
