AAPL Apple | $81,247,054 | $1,826,160 ▲ | 2.3% | 490,109 | 2.7% | Computer and Technology |
QQQ Invesco QQQ | $74,615,529 | $404,938 ▼ | -0.5% | 168,049 | 2.5% | Finance |
MSFT Microsoft | $66,834,447 | $900,343 ▲ | 1.4% | 158,857 | 2.3% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $54,873,862 | $2,247,485 ▲ | 4.3% | 104,377 | 1.9% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $44,062,759 | $512,053 ▼ | -1.1% | 716,118 | 1.5% | ETF |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $37,519,069 | $2,674,255 ▲ | 7.7% | 361,490 | 1.3% | ETF |
NVDA NVIDIA | $35,599,704 | $114,750 ▼ | -0.3% | 39,400 | 1.2% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $34,654,041 | $2,166,267 ▲ | 6.7% | 133,336 | 1.2% | ETF |
FBND Fidelity Total Bond ETF | $34,209,182 | $3,790,362 ▲ | 12.5% | 755,003 | 1.2% | ETF |
JHMM John Hancock Multifactor Mid Cap ETF | $31,759,956 | $1,078,630 ▲ | 3.5% | 553,502 | 1.1% | ETF |
AMZN Amazon.com | $28,174,938 | $1,803,593 ▼ | -6.0% | 156,200 | 1.0% | Retail/Wholesale |
IEFA iShares Core MSCI EAFE ETF | $26,150,351 | $289,532 ▼ | -1.1% | 352,336 | 0.9% | ETF |
SCHX Schwab US Large-Cap ETF | $24,786,898 | $580,634 ▼ | -2.3% | 399,402 | 0.8% | ETF |
DFUS Dimensional U.S. Equity ETF | $24,696,064 | $1,511,282 ▲ | 6.5% | 433,416 | 0.8% | ETF |
BND Vanguard Total Bond Market ETF | $24,651,284 | $1,561,182 ▲ | 6.8% | 339,409 | 0.8% | ETF |
IWD iShares Russell 1000 Value ETF | $24,435,770 | $184,662 ▲ | 0.8% | 136,429 | 0.8% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $24,118,290 | $19,378,502 ▲ | 408.8% | 397,074 | 0.8% | ETF |
DFCF Dimensional Core Fixed Income ETF | $23,142,117 | $3,179,681 ▲ | 15.9% | 551,660 | 0.8% | ETF |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $22,364,606 | $4,230,904 ▲ | 23.3% | 684,142 | 0.8% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $22,267,044 | $1,455,866 ▲ | 7.0% | 696,934 | 0.8% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $21,474,014 | $1,088,639 ▼ | -4.8% | 263,711 | 0.7% | ETF |
GOOGL Alphabet | $21,446,878 | $559,649 ▲ | 2.7% | 142,098 | 0.7% | Communication Services |
GLD SPDR Gold Shares | $20,273,065 | $3,055,144 ▼ | -13.1% | 98,547 | 0.7% | Finance |
BRK.B Berkshire Hathaway | $19,532,313 | $1,628,253 ▲ | 9.1% | 46,448 | 0.7% | Finance |
SCHA Schwab US Small-Cap ETF | $19,177,071 | $1,059,842 ▲ | 5.8% | 389,461 | 0.6% | ETF |
JPM JPMorgan Chase & Co. | $18,832,862 | $253,981 ▼ | -1.3% | 94,023 | 0.6% | Finance |
IJR iShares Core S&P Small-Cap ETF | $18,355,862 | $31,940 ▼ | -0.2% | 166,086 | 0.6% | ETF |
AVGO Broadcom | $18,073,773 | $157,728 ▼ | -0.9% | 13,636 | 0.6% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $17,698,275 | $1,023,626 ▼ | -5.5% | 46,060 | 0.6% | Finance |
VCSH Vanguard Short-Term Corporate Bond ETF | $17,292,467 | $1,431,704 ▲ | 9.0% | 223,677 | 0.6% | ETF |
COST Costco Wholesale | $17,274,369 | $936,284 ▲ | 5.7% | 23,579 | 0.6% | Retail/Wholesale |
MOAT VanEck Morningstar Wide Moat ETF | $17,042,279 | $1,549,609 ▲ | 10.0% | 189,569 | 0.6% | ETF |
VNLA Janus Henderson Short Duration Income ETF | $17,002,694 | $1,585,174 ▲ | 10.3% | 350,571 | 0.6% | ETF |
VOO Vanguard S&P 500 ETF | $16,617,928 | $897,955 ▼ | -5.1% | 34,570 | 0.6% | ETF |
CVX Chevron | $16,360,025 | $1,370,762 ▲ | 9.1% | 103,715 | 0.6% | Oils/Energy |
VTV Vanguard Value ETF | $16,316,136 | $10,778,731 ▲ | 194.7% | 100,185 | 0.6% | ETF |
UCON First Trust TCW Unconstrained Plus Bond ETF | $15,853,292 | $1,053,913 ▲ | 7.1% | 644,443 | 0.5% | ETF |
HD Home Depot | $15,838,697 | $229,391 ▲ | 1.5% | 41,290 | 0.5% | Retail/Wholesale |
DGRO iShares Core Dividend Growth ETF | $15,682,253 | $522,599 ▲ | 3.4% | 270,104 | 0.5% | ETF |
OMFL Invesco Russell 1000 Dynamic Multifactor ETF | $15,506,993 | $212,470 ▲ | 1.4% | 280,771 | 0.5% | ETF |
META Meta Platforms | $15,473,885 | $186,947 ▲ | 1.2% | 31,867 | 0.5% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $15,176,506 | $249,495 ▼ | -1.6% | 302,502 | 0.5% | ETF |
TSLA Tesla | $14,851,277 | $21,622 ▼ | -0.1% | 84,483 | 0.5% | Auto/Tires/Trucks |
FNDF Schwab Fundamental International Large Company Index ETF | $14,639,418 | $2,125,882 ▲ | 17.0% | 411,104 | 0.5% | ETF |
EMGF iShares Emerging Markets Equity Factor ETF | $14,562,244 | $664,402 ▲ | 4.8% | 326,948 | 0.5% | ETF |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $14,287,250 | $761,398 ▲ | 5.6% | 479,921 | 0.5% | ETF |
INVESCO EXCH TRADED FD TR II
| $14,150,357 | $2,681,809 ▲ | 23.4% | 503,930 | 0.5% | EQUAL WEGT 0-30 |
JPST JPMorgan Ultra-Short Income ETF | $13,987,268 | $54,082 ▼ | -0.4% | 277,250 | 0.5% | ETF |
SHW Sherwin-Williams | $13,935,025 | $11,462 ▼ | -0.1% | 40,120 | 0.5% | Construction |
VWO Vanguard FTSE Emerging Markets ETF | $12,566,857 | $178,943 ▼ | -1.4% | 300,858 | 0.4% | ETF |
UNH UnitedHealth Group | $12,415,764 | $1,507,819 ▲ | 13.8% | 25,098 | 0.4% | Medical |
CSCO Cisco Systems | $12,380,484 | $319,175 ▲ | 2.6% | 248,056 | 0.4% | Computer and Technology |
VB Vanguard Small-Cap ETF | $12,365,749 | $141,268 ▲ | 1.2% | 54,096 | 0.4% | ETF |
LDUR PIMCO Low Duration Exchange-Traded Fund | $12,364,365 | $833,726 ▲ | 7.2% | 130,343 | 0.4% | ETF |
IWM iShares Russell 2000 ETF | $12,013,581 | $2,579,957 ▲ | 27.3% | 57,126 | 0.4% | Finance |
LLY Eli Lilly and Company | $11,965,897 | $324,412 ▲ | 2.8% | 15,381 | 0.4% | Medical |
JEPI JPMorgan Equity Premium Income ETF | $11,927,684 | $556,846 ▼ | -4.5% | 206,147 | 0.4% | ETF |
ABBV AbbVie | $11,797,257 | $418,105 ▼ | -3.4% | 64,784 | 0.4% | Medical |
BBHY JPMorgan BetaBuilders USD High Yield Corporate Bond ETF | $11,602,216 | $844,860 ▲ | 7.9% | 251,185 | 0.4% | ETF |
TLT iShares 20+ Year Treasury Bond ETF | $11,469,420 | $1,419,201 ▲ | 14.1% | 121,216 | 0.4% | ETF |
VO Vanguard Mid-Cap ETF | $11,298,973 | $92,699 ▼ | -0.8% | 45,221 | 0.4% | ETF |
QEFA SPDR MSCI EAFE StrategicFactors ETF | $11,106,712 | $645,852 ▲ | 6.2% | 145,968 | 0.4% | ETF |
DFAI Dimensional International Core Equity Market ETF | $11,024,008 | $676,233 ▲ | 6.5% | 364,792 | 0.4% | ETF |
GOOG Alphabet | $11,003,306 | $205,550 ▼ | -1.8% | 72,267 | 0.4% | Computer and Technology |
V Visa | $10,682,970 | $489,230 ▲ | 4.8% | 38,279 | 0.4% | Business Services |
SRLN SPDR Blackstone Senior Loan ETF | $10,681,484 | $689,214 ▲ | 6.9% | 253,657 | 0.4% | ETF |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $10,669,748 | $1,857,383 ▼ | -14.8% | 106,124 | 0.4% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $10,606,799 | $564,178 ▲ | 5.6% | 170,144 | 0.4% | ETF |
FVAL Fidelity Value Factor ETF | $10,489,537 | $666,970 ▲ | 6.8% | 183,866 | 0.4% | ETF |
GTO Invesco Total Return Bond ETF | $10,478,096 | $903,574 ▲ | 9.4% | 223,843 | 0.4% | ETF |
GQRE FlexShares Global Quality Real Estate Index Fund | $10,446,855 | $741,306 ▲ | 7.6% | 183,893 | 0.4% | ETF |
XT iShares Exponential Technologies ETF | $10,354,969 | $678,833 ▲ | 7.0% | 173,683 | 0.3% | Manufacturing |
MRK Merck & Co., Inc. | $10,270,118 | $584,937 ▲ | 6.0% | 77,833 | 0.3% | Medical |
BNDX Vanguard Total International Bond ETF | $10,128,250 | $63,455 ▲ | 0.6% | 205,901 | 0.3% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $10,003,076 | $2,456,053 ▲ | 32.5% | 172,586 | 0.3% | ETF |
MUB iShares National Muni Bond ETF | $9,891,981 | $635,270 ▲ | 6.9% | 91,933 | 0.3% | ETF |
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF | $9,867,035 | $432,788 ▲ | 4.6% | 251,197 | 0.3% | Manufacturing |
RSP Invesco S&P 500 Equal Weight ETF | $9,461,899 | $228,989 ▲ | 2.5% | 55,865 | 0.3% | ETF |
SDY SPDR S&P Dividend ETF | $9,254,259 | $380,596 ▼ | -4.0% | 70,514 | 0.3% | ETF |
MA Mastercard | $9,231,089 | $65,493 ▼ | -0.7% | 19,169 | 0.3% | Business Services |
WMT Walmart | $9,222,514 | $5,853,710 ▲ | 173.8% | 153,274 | 0.3% | Retail/Wholesale |
DFUV Dimensional US Marketwide Value ETF | $9,173,619 | $587,283 ▲ | 6.8% | 224,294 | 0.3% | ETF |
SCHD Schwab US Dividend Equity ETF | $9,037,972 | $614,965 ▲ | 7.3% | 112,092 | 0.3% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $8,864,341 | $549,614 ▲ | 6.6% | 188,443 | 0.3% | ETF |
CAT Caterpillar | $8,709,024 | $246,243 ▲ | 2.9% | 23,767 | 0.3% | Industrial Products |
PEP PepsiCo | $8,699,976 | $1,065,642 ▲ | 14.0% | 49,711 | 0.3% | Consumer Staples |
JNJ Johnson & Johnson | $8,487,835 | $362,097 ▼ | -4.1% | 53,656 | 0.3% | Medical |
DFAE Dimensional Emerging Core Equity Market ETF | $8,437,543 | $404,567 ▼ | -4.6% | 341,325 | 0.3% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $8,315,156 | $62,223 ▼ | -0.7% | 91,941 | 0.3% | Manufacturing |
KEYS Keysight Technologies | $8,093,938 | $7,073,712 ▲ | 693.3% | 51,758 | 0.3% | Computer and Technology |
IHDG WisdomTree International Hedged Quality Dividend Growth Fund | $8,088,721 | $453,107 ▲ | 5.9% | 176,071 | 0.3% | Finance |
UNP Union Pacific | $7,868,217 | $661,792 ▼ | -7.8% | 31,994 | 0.3% | Transportation |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $7,779,157 | $864,963 ▲ | 12.5% | 165,303 | 0.3% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $7,768,580 | $70,653 ▲ | 0.9% | 83,785 | 0.3% | ETF |
FNDC Schwab Fundamental International Small Cap Company Index ETF | $7,524,272 | $1,277,662 ▼ | -14.5% | 212,131 | 0.3% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $7,494,576 | $2,603,145 ▼ | -25.8% | 155,457 | 0.3% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $7,472,179 | $530,698 ▲ | 7.6% | 145,713 | 0.3% | Manufacturing |
IEMG iShares Core MSCI Emerging Markets ETF | $7,453,569 | $199,382 ▲ | 2.7% | 144,449 | 0.3% | ETF |
ACN Accenture | $7,363,110 | $634,649 ▲ | 9.4% | 21,243 | 0.2% | Business Services |
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF | $7,196,777 | $685,142 ▼ | -8.7% | 219,262 | 0.2% | ETF |
