FNDF Schwab Fundamental International Equity ETF | $66,110,655 | $7,637,045 â–² | 13.1% | 1,351,127 | 7.0% | ETF |
SCHD Schwab US Dividend Equity ETF | $58,648,207 | $2,558,559 â–¼ | -4.2% | 1,911,610 | 6.2% | ETF |
DFAU Dimensional US Core Equity Market ETF | $37,529,743 | $8,187,432 â–² | 27.9% | 831,776 | 4.0% | ETF |
VGT Vanguard Information Technology ETF | $36,839,759 | $2,013,628 â–² | 5.8% | 52,800 | 3.9% | ETF |
AVDE Avantis International Equity ETF | $36,455,492 | $6,162,693 â–² | 20.3% | 429,697 | 3.8% | ETF |
AVUS Avantis U.S. Equity ETF | $34,548,721 | $5,524,086 â–² | 19.0% | 310,746 | 3.6% | ETF |
IVV iShares Core S&P 500 ETF | $23,768,438 | $574,174 â–² | 2.5% | 36,387 | 2.5% | ETF |
DUHP Dimensional US High Profitability ETF | $23,305,287 | $4,135,426 â–² | 21.6% | 633,985 | 2.5% | ETF |
VOO Vanguard S&P 500 ETF | $21,479,450 | $4,669,238 â–¼ | -17.9% | 35,946 | 2.3% | ETF |
FNDE Schwab Fundamental Emerging Markets Equity ETF | $19,496,024 | $5,183,041 â–² | 36.2% | 509,567 | 2.1% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $18,048,973 | $160,181 â–¼ | -0.9% | 464,461 | 1.9% | ETF |
AAPL Apple | $16,105,205 | $1,188,495 â–² | 8.0% | 63,459 | 1.7% | Computer and Technology |
BINC iShares Flexible Income Active ETF | $16,064,201 | $1,084,248 â–² | 7.2% | 309,343 | 1.7% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $14,524,938 | $703,231 â–² | 5.1% | 146,317 | 1.5% | Finance |
NVDA NVIDIA | $14,425,717 | $1,907,942 â–² | 15.2% | 82,716 | 1.5% | Computer and Technology |
DFAI Dimensional International Core Equity Market ETF | $13,682,446 | $757,422 â–² | 5.9% | 351,192 | 1.4% | ETF |
SCHX Schwab US Large-Cap ETF | $13,124,900 | $132,533 â–² | 1.0% | 511,892 | 1.4% | ETF |
VTI Vanguard Total Stock Market ETF | $13,042,126 | $3,185,302 â–² | 32.3% | 40,654 | 1.4% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $12,850,994 | $3,422,835 â–² | 36.3% | 200,546 | 1.4% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $12,627,495 | $887,911 â–² | 7.6% | 433,488 | 1.3% | ETF |
VIG Vanguard Dividend Appreciation ETF | $11,255,659 | $209,255 â–² | 1.9% | 52,337 | 1.2% | ETF |
GOOGL Alphabet | $11,100,775 | $771,818 â–² | 7.5% | 38,603 | 1.2% | Computer and Technology |
QQQ Invesco QQQ | $10,653,508 | $27,704 â–² | 0.3% | 18,458 | 1.1% | Finance |
MSFT Microsoft | $10,583,521 | $959,110 â–² | 10.0% | 28,591 | 1.1% | Computer and Technology |
DGRO iShares Core Dividend Growth ETF | $9,681,222 | $1,525,929 â–² | 18.7% | 137,948 | 1.0% | ETF |
SHV iShares Short Treasury Bond ETF | $8,946,793 | $494,217 â–² | 5.8% | 81,047 | 0.9% | ETF |
VYM Vanguard High Dividend Yield ETF | $8,795,610 | $724,649 â–² | 9.0% | 59,390 | 0.9% | Financial Services |
JEPI JPMorgan Equity Premium Income ETF | $8,656,497 | $1,251,436 â–¼ | -12.6% | 152,726 | 0.9% | ETF |
SCHB Schwab US Broad Market ETF | $7,490,653 | $55,220 â–¼ | -0.7% | 298,432 | 0.8% | ETF |
AVGO Broadcom | $7,404,602 | $620,867 â–² | 9.2% | 23,924 | 0.8% | Computer and Technology |
JMUB JPMorgan Municipal ETF | $7,229,315 | $1,054,991 â–² | 17.1% | 144,615 | 0.8% | ETF |
BBJP JPMorgan BetaBuilders Japan ETF | $6,987,092 | $22,120 â–² | 0.3% | 101,394 | 0.7% | ETF |
BRK.B Berkshire Hathaway | $6,709,279 | $259,247 â–² | 4.0% | 14,001 | 0.7% | Finance |
DFUS Dimensional U.S. Equity ETF | $6,609,637 | $901,333 â–² | 15.8% | 93,212 | 0.7% | ETF |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $6,342,602 | $18,770 â–¼ | -0.3% | 50,688 | 0.7% | ETF |
VHT Vanguard Health Care ETF | $6,247,873 | $662,043 â–¼ | -9.6% | 22,942 | 0.7% | ETF |
AMZN Amazon.com | $6,187,378 | $705,005 â–² | 12.9% | 29,708 | 0.7% | Retail/Wholesale |
AVUV Avantis U.S. Small Cap Value ETF | $5,951,087 | $39,879 â–¼ | -0.7% | 53,871 | 0.6% | ETF |
J P MORGAN EXCHANGE TRADED F
| $5,286,228 | $13,840 â–² | 0.3% | 66,460 | 0.6% | U S TECH LEADERS |
FNDX Schwab Fundamental U.S. Large Company ETF | $5,269,529 | $4,094 â–² | 0.1% | 189,211 | 0.6% | ETF |
SCHF Schwab International Equity ETF | $4,812,385 | $141,768 â–² | 3.0% | 194,440 | 0.5% | ETF |
DFIV Dimensional International Value ETF | $4,802,716 | $171,271 â–² | 3.7% | 90,995 | 0.5% | ETF |
IEFA iShares Core MSCI EAFE ETF | $4,581,632 | $331,340 â–² | 7.8% | 50,609 | 0.5% | ETF |
META Meta Platforms | $4,473,293 | $767,766 â–² | 20.7% | 7,819 | 0.5% | Computer and Technology |
IJH iShares Core S&P Mid-Cap ETF | $4,353,119 | $214,273 â–¼ | -4.7% | 64,462 | 0.5% | ETF |
MGV Vanguard Mega Cap Value ETF | $4,071,831 | $10,871 â–¼ | -0.3% | 28,091 | 0.4% | ETF |
JPM JPMorgan Chase & Co. | $4,021,718 | $440,648 â–² | 12.3% | 13,672 | 0.4% | Finance |
WALMART INC
| $3,853,741 | $218,108 â–² | 6.0% | 31,009 | 0.4% | COM |
MTUM iShares MSCI USA Momentum Factor ETF | $3,785,407 | $45,599 â–¼ | -1.2% | 15,773 | 0.4% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $3,627,945 | $1,805,931 â–² | 99.1% | 107,145 | 0.4% | ETF |
QDF FlexShares Quality Dividend Index Fund | $3,312,898 | $42,708 â–¼ | -1.3% | 41,888 | 0.3% | ETF |
TSLA Tesla | $3,247,236 | $121,562 â–² | 3.9% | 8,735 | 0.3% | Auto/Tires/Trucks |
IJR iShares Core S&P Small-Cap ETF | $3,117,397 | $128,783 â–² | 4.3% | 25,078 | 0.3% | ETF |
FNDB Schwab Fundamental U.S. Broad Market ETF | $3,002,640 | $377,972 â–¼ | -11.2% | 110,391 | 0.3% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $2,941,027 | $241,419 â–² | 8.9% | 126,659 | 0.3% | ETF |
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund | $2,937,164 | $2,041 â–² | 0.1% | 53,248 | 0.3% | ETF |
XOM ExxonMobil | $2,936,109 | $347,630 â–² | 13.4% | 17,306 | 0.3% | Energy |
MUB iShares National Muni Bond ETF | $2,895,553 | $74,836 â–² | 2.7% | 27,278 | 0.3% | ETF |
ET Energy Transfer | $2,841,857 | $2,736,961 â–² | 2,609.2% | 147,246 | 0.3% | Energy |
LLY Eli Lilly and Company | $2,801,619 | $252,017 â–² | 9.9% | 3,046 | 0.3% | Medical |
KO CocaCola | $2,668,196 | $113,390 â–² | 4.4% | 35,085 | 0.3% | Consumer Staples |
AGZ iShares Agency Bond ETF | $2,506,784 | $99,617 â–¼ | -3.8% | 22,849 | 0.3% | Finance |
JNJ Johnson & Johnson | $2,449,031 | $228,306 â–² | 10.3% | 10,019 | 0.3% | Medical |
KMI Kinder Morgan | $2,330,017 | $60,320 â–² | 2.7% | 69,491 | 0.2% | Energy |
VUG Vanguard Growth ETF | $2,212,393 | $902,429 â–² | 68.9% | 5,065 | 0.2% | ETF |
COST Costco Wholesale | $2,174,155 | $305,896 â–² | 16.4% | 2,182 | 0.2% | Retail/Wholesale |
MA Mastercard | $2,170,731 | $165,403 â–² | 8.2% | 4,344 | 0.2% | Business Services |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $2,163,635 | $220,526 â–¼ | -9.2% | 26,147 | 0.2% | ETF |
V Visa | $2,042,879 | $244,215 â–² | 13.6% | 6,759 | 0.2% | Business Services |
CSCO Cisco Systems | $2,013,766 | $99,237 â–² | 5.2% | 25,954 | 0.2% | Computer and Technology |
CVX Chevron | $2,013,206 | $138,007 â–² | 7.4% | 9,730 | 0.2% | Energy |
CAT Caterpillar | $1,979,477 | $165,074 â–² | 9.1% | 2,794 | 0.2% | Industrials |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $1,827,971 | $79,950 â–¼ | -4.2% | 20,006 | 0.2% | ETF |
CWB SPDR Bloomberg Convertible Securities ETF | $1,758,066 | $4,118 â–¼ | -0.2% | 19,210 | 0.2% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $1,735,222 | $161,086 â–² | 10.2% | 51,081 | 0.2% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $1,690,462 | $17,926 â–¼ | -1.0% | 54,601 | 0.2% | ETF |
FTEC Fidelity MSCI Information Technology Index ETF | $1,650,461 | $1,558,295 â–² | 1,690.7% | 7,933 | 0.2% | ETF |
GOOG Alphabet | $1,646,769 | $615,279 â–² | 59.6% | 5,741 | 0.2% | Computer and Technology |
IWV iShares Russell 3000 ETF | $1,611,717 | | 0.0% | 4,348 | 0.2% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $1,554,328 | $72,849 â–¼ | -4.5% | 19,608 | 0.2% | ETF |
HD Home Depot | $1,529,760 | $125,972 â–² | 9.0% | 4,651 | 0.2% | Retail/Wholesale |
RTX RTX | $1,513,801 | $78,120 â–² | 5.4% | 7,848 | 0.2% | Aerospace |
AVDV Avantis International Small Cap Value ETF | $1,499,834 | $26,464 â–² | 1.8% | 15,019 | 0.2% | ETF |
PAVE Global X U.S. Infrastructure Development ETF | $1,470,496 | $397,843 â–¼ | -21.3% | 28,941 | 0.2% | ETF |
BRK.A Berkshire Hathaway | $1,436,280 | | 0.0% | 2 | 0.2% | Finance |
IVW iShares S&P 500 Growth ETF | $1,426,883 | $33,933 â–² | 2.4% | 12,615 | 0.2% | ETF |
AMGN Amgen | $1,426,082 | $115,058 â–² | 8.8% | 4,053 | 0.2% | Medical |
MS Morgan Stanley | $1,411,062 | $102,695 â–² | 7.8% | 8,574 | 0.1% | Finance |
PM Philip Morris International | $1,410,755 | $90,942 â–² | 6.9% | 8,532 | 0.1% | Consumer Staples |
ZION Zions Bancorporation, N.A. | $1,409,095 | $8,067 â–² | 0.6% | 24,455 | 0.1% | Finance |
ORCL Oracle | $1,388,277 | $75,467 â–² | 5.7% | 9,437 | 0.1% | Computer and Technology |
LAM RESEARCH CORP
| $1,387,508 | $43,159 â–² | 3.2% | 6,494 | 0.1% | COM NEW |
PG Procter & Gamble | $1,365,751 | $3,033 â–² | 0.2% | 9,455 | 0.1% | Consumer Staples |
T AT&T | $1,344,881 | $86,391 â–² | 6.9% | 46,391 | 0.1% | Computer and Technology |
VOX Vanguard Communication Services ETF | $1,333,250 | $7,013 â–¼ | -0.5% | 7,414 | 0.1% | ETF |
MRK Merck & Co., Inc. | $1,321,205 | $93,710 â–² | 7.6% | 10,983 | 0.1% | Medical |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $1,312,799 | $318,734 â–² | 32.1% | 23,646 | 0.1% | ETF |
VDC Vanguard Consumer Staples ETF | $1,249,170 | | 0.0% | 5,562 | 0.1% | ETF |
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF | $1,238,726 | $3,447 â–² | 0.3% | 40,245 | 0.1% | ETF |
VTV Vanguard Value ETF | $1,237,699 | $16,286 â–² | 1.3% | 6,308 | 0.1% | ETF |
