SCHD Schwab US Dividend Equity ETF | $59,791,962 | $896,283 ▲ | 1.5% | 741,560 | 10.7% | ETF |
FNDF Schwab Fundamental International Large Company Index ETF | $28,237,592 | $580,265 ▲ | 2.1% | 792,968 | 5.0% | ETF |
VOO Vanguard S&P 500 ETF | $19,982,561 | $902,268 ▼ | -4.3% | 41,570 | 3.6% | ETF |
VGT Vanguard Information Technology ETF | $19,255,532 | $623,971 ▲ | 3.3% | 36,723 | 3.4% | ETF |
IVV iShares Core S&P 500 ETF | $16,794,127 | $300,196 ▲ | 1.8% | 31,944 | 3.0% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $16,695,127 | $17,029 ▲ | 0.1% | 522,539 | 3.0% | ETF |
VEA Vanguard FTSE Developed Markets Index Fund ETF Shares | $13,442,124 | $18,713 ▲ | 0.1% | 267,932 | 2.4% | ETF |
AVUS Avantis U.S. Equity ETF | $13,309,814 | $479,273 ▲ | 3.7% | 148,713 | 2.4% | ETF |
DFAU Dimensional US Core Equity Market ETF | $11,280,146 | $668,791 ▲ | 6.3% | 308,707 | 2.0% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $10,721,754 | $340,217 ▲ | 3.3% | 185,305 | 1.9% | ETF |
AVDE Avantis International Equity ETF | $9,524,219 | $108,039 ▼ | -1.1% | 149,423 | 1.7% | ETF |
MSFT Microsoft | $9,327,747 | $21,457 ▲ | 0.2% | 22,171 | 1.7% | Computer and Technology |
IJR iShares Core S&P Small-Cap ETF | $8,646,845 | $25,530 ▲ | 0.3% | 78,238 | 1.5% | ETF |
SCHX Schwab US Large-Cap ETF | $8,378,915 | $5,585 ▲ | 0.1% | 135,013 | 1.5% | ETF |
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | $8,378,316 | $361,379 ▼ | -4.1% | 301,813 | 1.5% | ETF |
AAPL Apple | $8,240,415 | $64,990 ▼ | -0.8% | 48,055 | 1.5% | Computer and Technology |
VHT Vanguard Health Care ETF | $7,975,493 | $86,837 ▲ | 1.1% | 29,482 | 1.4% | ETF |
VIG Vanguard Dividend Appreciation ETF | $7,702,005 | $1,826 ▲ | 0.0% | 42,177 | 1.4% | ETF |
VTI Vanguard Total Stock Market ETF | $7,175,698 | $9,616 ▲ | 0.1% | 27,609 | 1.3% | ETF |
DFAI Dimensional International Core Equity Market ETF | $6,818,550 | $274,096 ▼ | -3.9% | 225,630 | 1.2% | ETF |
SCHB Schwab US Broad Market ETF | $6,111,562 | $255,923 ▼ | -4.0% | 100,107 | 1.1% | ETF |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $5,830,876 | $10,068 ▲ | 0.2% | 56,180 | 1.0% | ETF |
VBR Vanguard Small-Cap Value ETF | $5,640,289 | $302,018 ▼ | -5.1% | 29,395 | 1.0% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $5,231,238 | $4,152,130 ▲ | 384.8% | 86,125 | 0.9% | ETF |
BRK.B Berkshire Hathaway | $5,140,436 | $34,903 ▲ | 0.7% | 12,224 | 0.9% | Finance |
AVUV Avantis U.S. Small Cap Value ETF | $4,751,543 | $289,094 ▼ | -5.7% | 50,705 | 0.8% | ETF |
FNDX Schwab Fundamental U.S. Large Company Index ETF | $4,607,325 | $119,617 ▲ | 2.7% | 68,368 | 0.8% | ETF |
VYM Vanguard High Dividend Yield Index Fund ETF Shares | $4,591,877 | $51,178 ▲ | 1.1% | 37,953 | 0.8% | ETF |
JMUB JPMorgan Municipal ETF | $4,464,866 | $963,299 ▲ | 27.5% | 87,995 | 0.8% | ETF |
NVDA NVIDIA | $4,302,769 | $1,807 ▲ | 0.0% | 4,762 | 0.8% | Computer and Technology |
GOOGL Alphabet | $4,002,513 | $106,557 ▲ | 2.7% | 26,519 | 0.7% | Computer and Technology |
MGV Vanguard Mega Cap Value ETF | $3,890,370 | $72,900 ▼ | -1.8% | 32,553 | 0.7% | ETF |
IEFA iShares Core MSCI EAFE ETF | $3,830,832 | $133,595 ▼ | -3.4% | 51,615 | 0.7% | ETF |
AMZN Amazon.com | $3,710,857 | $29,583 ▲ | 0.8% | 20,572 | 0.7% | Retail/Wholesale |
FNDB Schwab Fundamental U.S. Broad Market Index ETF | $3,693,706 | $381,125 ▼ | -9.4% | 55,746 | 0.7% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $3,653,575 | $1,968,899 ▲ | 116.9% | 37,304 | 0.7% | Finance |
SCHF Schwab International Equity ETF | $3,534,860 | $133,019 ▼ | -3.6% | 90,591 | 0.6% | ETF |
MTUM iShares MSCI USA Momentum Factor ETF | $3,455,233 | $559,792 ▲ | 19.3% | 18,443 | 0.6% | ETF |
QDF FlexShares Quality Dividend Index Fund | $3,422,321 | $33,614 ▼ | -1.0% | 51,924 | 0.6% | ETF |
AVGO Broadcom | $3,153,617 | $3,977 ▲ | 0.1% | 2,379 | 0.6% | Computer and Technology |
AGZ iShares Agency Bond ETF | $3,103,445 | $43,869 ▼ | -1.4% | 28,722 | 0.6% | Finance |
GUNR FlexShares Global Upstream Natural Resources Index Fund | $3,096,769 | $223,873 ▼ | -6.7% | 75,402 | 0.6% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $2,709,550 | $425,504 ▼ | -13.6% | 109,610 | 0.5% | ETF |
DFUS Dimensional U.S. Equity ETF | $2,692,867 | $108,091 ▲ | 4.2% | 47,260 | 0.5% | ETF |
KO Coca-Cola | $2,235,471 | $9,850 ▲ | 0.4% | 36,539 | 0.4% | Consumer Staples |
JPM JPMorgan Chase & Co. | $2,113,806 | $4,206 ▲ | 0.2% | 10,553 | 0.4% | Finance |
QQQ Invesco QQQ | $2,113,220 | $43,961 ▲ | 2.1% | 4,759 | 0.4% | Finance |
META Meta Platforms | $2,102,100 | $6,313 ▲ | 0.3% | 4,329 | 0.4% | Computer and Technology |
DFIV Dimensional International Value ETF | $1,963,444 | $331,118 ▼ | -14.4% | 53,427 | 0.4% | ETF |
LLY Eli Lilly and Company | $1,957,347 | $4,668 ▲ | 0.2% | 2,516 | 0.3% | Medical |
KMI Kinder Morgan | $1,949,952 | $6,878 ▼ | -0.4% | 106,322 | 0.3% | Oils/Energy |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $1,805,408 | $9,565 ▼ | -0.5% | 70,967 | 0.3% | ETF |
BBJP JPMorgan BetaBuilders Japan ETF | $1,784,780 | $625,138 ▲ | 53.9% | 30,483 | 0.3% | ETF |
BINC BlackRock Flexible Income ETF | $1,775,515 | $401,635 ▲ | 29.2% | 33,845 | 0.3% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $1,770,751 | $300,034 ▼ | -14.5% | 22,905 | 0.3% | ETF |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $1,748,488 | $21,264 ▼ | -1.2% | 24,668 | 0.3% | ETF |
MA Mastercard | $1,726,569 | $2,408 ▲ | 0.1% | 3,585 | 0.3% | Business Services |
SCHG Schwab U.S. Large-Cap Growth ETF | $1,722,847 | $143,996 ▲ | 9.1% | 18,581 | 0.3% | ETF |
SHV iShares Short Treasury Bond ETF | $1,712,984 | $1,531,262 ▲ | 842.6% | 15,497 | 0.3% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $1,689,324 | $354,664 ▲ | 26.6% | 36,724 | 0.3% | ETF |
WMT Walmart | $1,639,120 | $1,093,368 ▲ | 200.3% | 27,241 | 0.3% | Retail/Wholesale |
DUHP Dimensional US High Profitability ETF | $1,637,194 | $572,863 ▲ | 53.8% | 51,794 | 0.3% | ETF |
XOM Exxon Mobil | $1,619,679 | $43,938 ▲ | 2.8% | 13,934 | 0.3% | Oils/Energy |
PAVE Global X U.S. Infrastructure Development ETF | $1,595,806 | $40 ▲ | 0.0% | 40,086 | 0.3% | ETF |
PG Procter & Gamble | $1,552,787 | $84,211 ▲ | 5.7% | 9,570 | 0.3% | Consumer Staples |
MRK Merck & Co., Inc. | $1,455,028 | $11,876 ▲ | 0.8% | 11,027 | 0.3% | Medical |
CWB SPDR Bloomberg Convertible Securities ETF | $1,450,663 | $40,245 ▲ | 2.9% | 19,861 | 0.3% | ETF |
CVX Chevron | $1,422,366 | $38,331 ▲ | 2.8% | 9,017 | 0.3% | Oils/Energy |
COST Costco Wholesale | $1,411,604 | $2,198 ▲ | 0.2% | 1,927 | 0.3% | Consumer Defensive |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1,388,702 | $53,941 ▲ | 4.0% | 17,249 | 0.2% | ETF |
IWV iShares Russell 3000 ETF | $1,320,352 | | 0.0% | 4,400 | 0.2% | ETF |
JNJ Johnson & Johnson | $1,275,817 | $4,271 ▲ | 0.3% | 8,065 | 0.2% | Medical |
FLRN SPDR Bloomberg Barclays Investment Grade Floating Rate ETF | $1,272,750 | $4,964 ▲ | 0.4% | 41,283 | 0.2% | ETF |
V Visa | $1,259,767 | $2,512 ▲ | 0.2% | 4,514 | 0.2% | Business Services |
SCHE Schwab Emerging Markets Equity ETF | $1,244,479 | $43,733 ▼ | -3.4% | 49,286 | 0.2% | ETF |
HD Home Depot | $1,204,630 | $14,578 ▲ | 1.2% | 3,140 | 0.2% | Retail/Wholesale |
VDC Vanguard Consumer Staples ETF | $1,198,914 | | 0.0% | 5,873 | 0.2% | ETF |
AVDV Avantis International Small Cap Value ETF | $1,191,340 | $24,829 ▼ | -2.0% | 18,089 | 0.2% | ETF |
IWD iShares Russell 1000 Value ETF | $1,166,006 | | 0.0% | 6,510 | 0.2% | ETF |
UNH UnitedHealth Group | $1,146,220 | $93,993 ▼ | -7.6% | 2,317 | 0.2% | Medical |
SLDP Solid Power | $1,107,881 | $33,850 ▼ | -3.0% | 545,754 | 0.2% | Auto/Tires/Trucks |
CSCO Cisco Systems | $1,096,089 | $53,654 ▼ | -4.7% | 21,961 | 0.2% | Computer and Technology |
VOX Vanguard Communication Services ETF | $1,085,971 | $33,592 ▼ | -3.0% | 8,276 | 0.2% | ETF |
VUG Vanguard Growth ETF | $1,083,423 | $1,377 ▼ | -0.1% | 3,148 | 0.2% | ETF |
ZION Zions Bancorporation, National Association | $1,075,587 | $10,633 ▲ | 1.0% | 24,783 | 0.2% | Finance |
CAT Caterpillar | $1,075,224 | $19,423 ▲ | 1.8% | 2,934 | 0.2% | Industrial Products |
IEMG iShares Core MSCI Emerging Markets ETF | $1,057,747 | $102,271 ▼ | -8.8% | 20,499 | 0.2% | ETF |
IVW iShares S&P 500 Growth ETF | $1,039,879 | | 0.0% | 12,315 | 0.2% | ETF |
CMCSA Comcast | $1,023,767 | $1,474 ▲ | 0.1% | 23,616 | 0.2% | Consumer Discretionary |
SCHC Schwab International Small-Cap Equity ETF | $996,083 | | 0.0% | 27,824 | 0.2% | ETF |
ORCL Oracle | $906,402 | $54,640 ▼ | -5.7% | 7,216 | 0.2% | Computer and Technology |
SCHA Schwab US Small-Cap ETF | $894,456 | $54,608 ▼ | -5.8% | 18,165 | 0.2% | ETF |
CHK Chesapeake Energy | $888,300 | $888,300 ▲ | New Holding | 10,000 | 0.2% | Oils/Energy |
MPC Marathon Petroleum | $872,294 | $605 ▲ | 0.1% | 4,329 | 0.2% | Oils/Energy |
FNDA Schwab Fundamental U.S. Small Company Index ETF | $865,588 | $51,554 ▲ | 6.3% | 15,178 | 0.2% | ETF |
VTV Vanguard Value ETF | $860,008 | $326 ▲ | 0.0% | 5,281 | 0.2% | ETF |
AMGN Amgen | $832,019 | $284 ▲ | 0.0% | 2,926 | 0.1% | Medical |
DVY iShares Select Dividend ETF | $830,068 | $31,163 ▼ | -3.6% | 6,739 | 0.1% | ETF |
SPY SPDR S&P 500 ETF Trust | $803,781 | $523 ▲ | 0.1% | 1,537 | 0.1% | Finance |
DHR Danaher | $803,599 | $29,467 ▼ | -3.5% | 3,218 | 0.1% | Multi-Sector Conglomerates |
