VUG Vanguard Growth ETF | $1,518,228,714 | $55,522,921 ▲ | 3.8% | 3,463,113 | 10.0% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $469,605,592 | $52,393,439 ▲ | 12.6% | 6,071,963 | 3.1% | ETF |
AAPL Apple | $438,365,475 | $24,595,168 ▲ | 5.9% | 2,136,596 | 2.9% | Computer and Technology |
VIGI Vanguard International Dividend Appreciation ETF | $434,556,838 | $47,220,897 ▲ | 12.2% | 4,821,980 | 2.9% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $409,037,852 | $107,635,892 ▲ | 35.7% | 7,752,802 | 2.7% | Manufacturing |
MSFT Microsoft | $396,431,831 | $40,509,572 ▲ | 11.4% | 796,992 | 2.6% | Computer and Technology |
VTV Vanguard Value ETF | $394,991,388 | $26,197,105 ▼ | -6.2% | 2,234,873 | 2.6% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $349,672,428 | $47,698,478 ▲ | 15.8% | 1,229,552 | 2.3% | ETF |
NVDA NVIDIA | $294,018,823 | $64,424,228 ▲ | 28.1% | 1,860,996 | 1.9% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $293,726,474 | $26,014,526 ▲ | 9.7% | 5,938,667 | 1.9% | ETF |
VOE Vanguard Mid-Cap Value ETF | $275,459,501 | $26,229,398 ▲ | 10.5% | 1,674,933 | 1.8% | ETF |
SPY SPDR S&P 500 ETF Trust | $273,938,734 | $22,769,017 ▲ | 9.1% | 443,374 | 1.8% | Finance |
AMZN Amazon.com | $259,626,652 | $21,462,492 ▲ | 9.0% | 1,183,402 | 1.7% | Retail/Wholesale |
AVGO Broadcom | $247,601,707 | $5,157,961 ▲ | 2.1% | 898,247 | 1.6% | Computer and Technology |
DFLV Dimensional US Large Cap Value ETF | $241,631,337 | $40,834,913 ▲ | 20.3% | 7,789,534 | 1.6% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $235,167,093 | $2,446,867 ▲ | 1.1% | 2,370,636 | 1.5% | Finance |
JPM JPMorgan Chase & Co. | $218,607,466 | $14,335,467 ▲ | 7.0% | 754,053 | 1.4% | Finance |
XLK Technology Select Sector SPDR Fund | $213,178,611 | $38,313,948 ▲ | 21.9% | 841,838 | 1.4% | ETF |
GOOGL Alphabet | $191,513,718 | $7,279,180 ▲ | 4.0% | 1,086,726 | 1.3% | Computer and Technology |
ADVISOR MANAGED PORTFOLIOS
| $181,841,999 | $3,190,405 ▼ | -1.7% | 4,175,850 | 1.2% | CORNERCAP FUNDAM |
VBK Vanguard Small-Cap Growth ETF | $177,807,040 | $11,172,032 ▲ | 6.7% | 642,042 | 1.2% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $176,455,652 | $13,701,360 ▲ | 8.4% | 3,270,120 | 1.2% | ETF |
VOO Vanguard S&P 500 ETF | $175,355,019 | $70,415,344 ▲ | 67.1% | 308,707 | 1.2% | ETF |
DFIV Dimensional International Value ETF | $152,541,788 | $23,744,139 ▲ | 18.4% | 3,561,564 | 1.0% | ETF |
COST Costco Wholesale | $144,547,688 | $6,314,811 ▲ | 4.6% | 146,017 | 1.0% | Retail/Wholesale |
META Meta Platforms | $133,349,496 | $5,301,710 ▼ | -3.8% | 180,668 | 0.9% | Computer and Technology |
GOVT iShares U.S. Treasury Bond ETF | $132,904,649 | $898,725 ▲ | 0.7% | 5,783,492 | 0.9% | ETF |
IVV iShares Core S&P 500 ETF | $110,991,603 | $56,659,680 ▲ | 104.3% | 178,759 | 0.7% | ETF |
BRK.B Berkshire Hathaway | $110,791,630 | $11,476,329 ▲ | 11.6% | 228,074 | 0.7% | Finance |
XOM Exxon Mobil | $100,479,663 | $3,323,475 ▲ | 3.4% | 932,093 | 0.7% | Energy |
V Visa | $99,372,826 | $12,029,450 ▲ | 13.8% | 279,884 | 0.7% | Business Services |
RTX RTX | $89,685,063 | $3,678,244 ▲ | 4.3% | 614,197 | 0.6% | Aerospace |
JNJ Johnson & Johnson | $88,614,486 | $2,681,066 ▲ | 3.1% | 580,128 | 0.6% | Medical |
JSCP JPMorgan Short Duration Core Plus ETF | $88,424,035 | $28,944,046 ▲ | 48.7% | 1,863,913 | 0.6% | ETF |
MUB iShares National Muni Bond ETF | $88,252,497 | $10,904,789 ▼ | -11.0% | 844,683 | 0.6% | ETF |
CSCO Cisco Systems | $79,163,054 | $2,723,165 ▼ | -3.3% | 1,141,007 | 0.5% | Computer and Technology |
SYK Stryker | $77,463,508 | $371,892 ▲ | 0.5% | 195,798 | 0.5% | Medical |
SCHX Schwab US Large-Cap ETF | $76,802,008 | $69,664,649 ▲ | 976.1% | 3,142,472 | 0.5% | ETF |
IWF iShares Russell 1000 Growth ETF | $76,519,792 | $730,701 ▲ | 1.0% | 180,225 | 0.5% | ETF |
XLB Materials Select Sector SPDR Fund | $74,946,227 | $4,516,422 ▲ | 6.4% | 853,504 | 0.5% | ETF |
IVW iShares S&P 500 Growth ETF | $74,817,811 | $62,092,010 ▲ | 487.9% | 679,544 | 0.5% | ETF |
QQQ Invesco QQQ | $74,204,834 | $17,725,267 ▲ | 31.4% | 134,517 | 0.5% | Finance |
IVE iShares S&P 500 Value ETF | $73,080,533 | $64,922,128 ▲ | 795.8% | 373,966 | 0.5% | ETF |
NEE NextEra Energy | $67,869,088 | $2,706,061 ▼ | -3.8% | 977,659 | 0.4% | Utilities |
MCD McDonald's | $67,167,983 | $1,662,451 ▲ | 2.5% | 229,893 | 0.4% | Retail/Wholesale |
CMF iShares California Muni Bond ETF | $66,609,919 | $4,430,216 ▼ | -6.2% | 1,195,011 | 0.4% | ETF |
HON Honeywell International | $66,060,150 | $3,021,153 ▲ | 4.8% | 283,666 | 0.4% | Multi-Sector Conglomerates |
BlackRock Inc
| $65,539,579 | $1,452,168 ▲ | 2.3% | 62,463 | 0.4% | COM |
SPGI S&P Global | $64,475,070 | $6,607,487 ▲ | 11.4% | 122,276 | 0.4% | Finance |
VTI Vanguard Total Stock Market ETF | $63,215,322 | $3,857,784 ▲ | 6.5% | 207,993 | 0.4% | ETF |
AMT American Tower | $62,909,151 | $641,842 ▲ | 1.0% | 284,631 | 0.4% | Finance |
ALL Allstate | $62,112,224 | $299,348 ▼ | -0.5% | 308,540 | 0.4% | Finance |
IWD iShares Russell 1000 Value ETF | $60,810,612 | $28,940 ▲ | 0.0% | 313,086 | 0.4% | ETF |
GOOG Alphabet | $56,988,194 | $11,986,610 ▲ | 26.6% | 321,259 | 0.4% | Computer and Technology |
DFSV Dimensional US Small Cap Value ETF | $56,029,203 | $3,665,329 ▼ | -6.1% | 1,903,813 | 0.4% | ETF |
LLY Eli Lilly and Company | $55,959,749 | $2,060,284 ▲ | 3.8% | 71,787 | 0.4% | Medical |
VEA Vanguard FTSE Developed Markets ETF | $55,097,177 | $6,023,959 ▲ | 12.3% | 966,448 | 0.4% | ETF |
UNP Union Pacific | $54,656,337 | $2,022,400 ▲ | 3.8% | 237,554 | 0.4% | Transportation |
XLP Consumer Staples Select Sector SPDR Fund | $53,805,263 | $5,306,609 ▲ | 10.9% | 664,509 | 0.4% | ETF |
XLE Energy Select Sector SPDR Fund | $51,094,511 | $3,191,483 ▲ | 6.7% | 602,459 | 0.3% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $50,692,459 | $1,485,869 ▲ | 3.0% | 568,174 | 0.3% | Manufacturing |
PEP PepsiCo | $50,664,995 | $2,889,831 ▲ | 6.0% | 383,709 | 0.3% | Consumer Staples |
DFAC Dimensional U.S. Core Equity 2 ETF | $46,581,962 | $6,074,665 ▼ | -11.5% | 1,299,720 | 0.3% | ETF |
ZTS Zoetis | $42,478,452 | $2,068,989 ▲ | 5.1% | 272,385 | 0.3% | Medical |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $42,281,563 | $10,043,241 ▼ | -19.2% | 460,935 | 0.3% | ETF |
XLY Consumer Discretionary Select Sector SPDR Fund | $42,066,138 | $3,634,841 ▲ | 9.5% | 193,559 | 0.3% | Finance |
CMCSA Comcast | $40,140,402 | $1,026,516 ▲ | 2.6% | 1,124,696 | 0.3% | Consumer Discretionary |
EFV iShares MSCI EAFE Value ETF | $39,997,454 | $7,908,524 ▲ | 24.6% | 630,080 | 0.3% | ETF |
DFAI Dimensional International Core Equity Market ETF | $39,882,166 | $903,107 ▼ | -2.2% | 1,153,664 | 0.3% | ETF |
HCA HCA Healthcare | $39,706,860 | $446,312 ▼ | -1.1% | 103,646 | 0.3% | Medical |
VTEB Vanguard Tax-Exempt Bond ETF | $38,742,240 | $554,088 ▲ | 1.5% | 790,174 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $36,843,053 | $15,845,727 ▲ | 75.5% | 337,113 | 0.2% | ETF |
XOP SPDR S&P Oil & Gas Exploration & Production ETF | $36,752,297 | $332,363 ▲ | 0.9% | 292,149 | 0.2% | ETF |
TJX TJX Companies | $35,240,490 | $2,035,981 ▲ | 6.1% | 285,371 | 0.2% | Retail/Wholesale |
AMD Advanced Micro Devices | $34,919,641 | $8,605,393 ▲ | 32.7% | 246,086 | 0.2% | Computer and Technology |
PZA Invesco National AMT-Free Municipal Bond ETF | $34,211,500 | $1,694,252 ▲ | 5.2% | 1,527,981 | 0.2% | ETF |
WM Waste Management | $33,756,368 | $3,418,792 ▲ | 11.3% | 147,524 | 0.2% | Business Services |
NKE NIKE | $33,427,118 | $2,305,037 ▲ | 7.4% | 470,539 | 0.2% | Consumer Discretionary |
SO Southern | $33,293,785 | $1,445,771 ▲ | 4.5% | 362,559 | 0.2% | Utilities |
VIG Vanguard Dividend Appreciation ETF | $32,793,904 | $3,824,878 ▲ | 13.2% | 160,228 | 0.2% | ETF |
TSLA Tesla | $32,701,065 | $3,519,659 ▲ | 12.1% | 102,944 | 0.2% | Auto/Tires/Trucks |
HD Home Depot | $32,637,744 | $2,512,570 ▲ | 8.3% | 89,019 | 0.2% | Retail/Wholesale |
PAVE Global X U.S. Infrastructure Development ETF | $32,490,720 | $422,682 ▼ | -1.3% | 745,542 | 0.2% | ETF |
QQQM Invesco NASDAQ 100 ETF | $32,488,085 | $228,236 ▼ | -0.7% | 143,056 | 0.2% | ETF |
ORLY O'Reilly Automotive | $32,317,267 | $30,245,179 ▲ | 1,459.6% | 358,563 | 0.2% | Retail/Wholesale |
VB Vanguard Small-Cap ETF | $30,995,330 | $3,174,822 ▲ | 11.4% | 130,793 | 0.2% | ETF |
ROK Rockwell Automation | $30,797,288 | $730,445 ▲ | 2.4% | 92,715 | 0.2% | Computer and Technology |
BONDBLOXX ETF TRUST
| $30,315,634 | $2,678,338 ▼ | -8.1% | 593,842 | 0.2% | IR M TAXAWARE |
IJH iShares Core S&P Mid-Cap ETF | $30,095,565 | $10,886,242 ▲ | 56.7% | 485,256 | 0.2% | ETF |
CRM Salesforce | $29,669,194 | $278,416 ▲ | 0.9% | 108,802 | 0.2% | Computer and Technology |
WELL Welltower | $29,517,190 | $1,670,120 ▲ | 6.0% | 192,007 | 0.2% | Finance |
MGK Vanguard Mega Cap Growth ETF | $29,479,416 | $157,088 ▼ | -0.5% | 80,507 | 0.2% | ETF |
MA Mastercard | $28,983,640 | $17,983,703 ▲ | 163.5% | 51,578 | 0.2% | Business Services |
ORCL Oracle | $28,338,492 | $2,700,747 ▲ | 10.5% | 129,618 | 0.2% | Computer and Technology |
IEMG iShares Core MSCI Emerging Markets ETF | $27,591,984 | $14,192,340 ▲ | 105.9% | 459,637 | 0.2% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $27,554,370 | $16,317,529 ▼ | -37.2% | 198,690 | 0.2% | ETF |
VLO Valero Energy | $27,299,612 | $1,344,871 ▲ | 5.2% | 203,092 | 0.2% | Energy |
DFIC Dimensional International Core Equity 2 ETF | $27,236,989 | $479,066 ▲ | 1.8% | 876,069 | 0.2% | ETF |
KEYS Keysight Technologies | $26,588,200 | $100,446 ▲ | 0.4% | 162,262 | 0.2% | Computer and Technology |
AMLP Alerian MLP ETF | $25,987,750 | $67,427 ▲ | 0.3% | 531,882 | 0.2% | ETF |