VEA Vanguard FTSE Developed Markets ETF | $1,105,171,083 | $111,032,937 â–² | 11.2% | 15,511,173 | 15.8% | ETF |
VTI Vanguard Total Stock Market ETF | $905,285,687 | $79,603,732 â–² | 9.6% | 2,446,454 | 13.0% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $724,158,606 | $73,340,978 â–² | 11.3% | 3,300,180 | 10.4% | ETF |
BND Vanguard Total Bond Market ETF | $600,344,541 | $78,126,150 â–² | 15.0% | 8,177,967 | 8.6% | ETF |
VTV Vanguard Value ETF | $374,366,075 | $27,494,705 â–² | 7.9% | 1,717,827 | 5.4% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $251,588,070 | $28,623,799 â–² | 12.8% | 4,214,912 | 3.6% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $223,861,858 | $1,342,892 â–² | 0.6% | 2,188,288 | 3.2% | Manufacturing |
MUB iShares National Muni Bond ETF | $202,711,129 | $52,280,298 â–² | 34.8% | 1,883,582 | 2.9% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $190,027,962 | $24,725,160 â–² | 15.0% | 2,299,189 | 2.7% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $178,111,322 | $3,526,429 â–² | 2.0% | 2,636,343 | 2.6% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $166,443,091 | $13,338,590 â–² | 8.7% | 884,912 | 2.4% | Manufacturing |
MGK Vanguard Mega Cap Growth ETF | $162,185,806 | $133,482,218 â–² | 465.0% | 1,844,907 | 2.3% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $142,451,243 | $19,129,083 â–² | 15.5% | 1,212,867 | 2.0% | ETF |
IEFA iShares Core MSCI EAFE ETF | $137,778,556 | $3,359,729 â–¼ | -2.4% | 1,426,574 | 2.0% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $131,042,871 | $2,437,147 â–¼ | -1.8% | 2,590,804 | 1.9% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $125,360,417 | $3,774,105 â–¼ | -2.9% | 763,136 | 1.8% | ETF |
CMF iShares California Muni Bond ETF | $100,893,585 | $9,760,470 â–² | 10.7% | 1,750,409 | 1.4% | ETF |
JQUA JPMorgan U.S. Quality Factor ETF | $91,718,784 | $84,062 â–² | 0.1% | 1,268,937 | 1.3% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $67,745,711 | $2,242,153 â–¼ | -3.2% | 1,344,428 | 1.0% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $48,233,067 | $5,343,195 â–¼ | -10.0% | 793,438 | 0.7% | ETF |
ESGV Vanguard ESG U.S. Stock ETF | $45,944,498 | $1,576,299 â–¼ | -3.3% | 347,433 | 0.7% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $45,138,733 | $189,833 â–² | 0.4% | 467,953 | 0.6% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $44,012,611 | $1,221,861 â–¼ | -2.7% | 1,300,609 | 0.6% | ETF |
AAPL Apple | $43,886,193 | $2,683,821 â–² | 6.5% | 151,666 | 0.6% | Computer and Technology |
VGLT Vanguard Long-Term Treasury ETF | $38,449,493 | $5,078,824 â–² | 15.2% | 696,801 | 0.6% | ETF |
SCHB Schwab US Broad Market ETF | $36,006,217 | $186,531 â–¼ | -0.5% | 1,243,309 | 0.5% | ETF |
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF | $35,996,640 | $642,050 â–¼ | -1.8% | 1,166,828 | 0.5% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $35,024,205 | $242,578 â–¼ | -0.7% | 601,790 | 0.5% | ETF |
TFLO iShares Treasury Floating Rate Bond ETF | $34,758,225 | $669,683 â–¼ | -1.9% | 686,514 | 0.5% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $31,908,780 | $615,252 â–¼ | -1.9% | 385,186 | 0.5% | ETF |
NYF iShares New York Muni Bond ETF | $30,780,283 | $2,594,662 â–² | 9.2% | 571,010 | 0.4% | ETF |
VOO Vanguard S&P 500 ETF | $27,975,909 | $7,015,784 â–² | 33.5% | 40,733 | 0.4% | ETF |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $26,801,758 | $392,941 â–² | 1.5% | 305,572 | 0.4% | ETF |
NVDA NVIDIA | $26,309,097 | $6,167,789 â–² | 30.6% | 131,486 | 0.4% | Computer and Technology |
VSGX Vanguard ESG International Stock ETF | $25,845,794 | $178,431 â–¼ | -0.7% | 313,891 | 0.4% | ETF |
VO Vanguard Mid-Cap ETF | $21,013,143 | $13,885,033 â–² | 194.8% | 260,806 | 0.3% | ETF |
VUG Vanguard Growth ETF | $19,132,161 | $16,060,317 â–² | 522.8% | 222,105 | 0.3% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $18,561,405 | $737,554 â–¼ | -3.8% | 358,467 | 0.3% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $16,523,502 | $38,313 â–² | 0.2% | 181,997 | 0.2% | ETF |
JAAA Janus Henderson AAA CLO ETF | $14,851,533 | $6,325,185 â–² | 74.2% | 294,148 | 0.2% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $14,096,369 | $144,115 â–¼ | -1.0% | 142,416 | 0.2% | Finance |
ESGU iShares ESG Aware MSCI USA ETF | $13,795,060 | $1,055,997 â–¼ | -7.1% | 84,286 | 0.2% | Manufacturing |
MSFT Microsoft | $13,105,578 | $1,537,203 â–² | 13.3% | 35,134 | 0.2% | Computer and Technology |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $12,239,626 | $1,192,648 â–² | 10.8% | 258,165 | 0.2% | ETF |
AMZN Amazon.com | $10,692,667 | $1,622,622 â–² | 17.9% | 44,863 | 0.2% | Retail/Wholesale |
IVV iShares Core S&P 500 ETF | $9,952,248 | $1,053,715 â–² | 11.8% | 13,289 | 0.1% | ETF |
GOOGL Alphabet | $9,902,607 | $1,504,153 â–² | 17.9% | 27,710 | 0.1% | Computer and Technology |
META Meta Platforms | $9,162,301 | $420,770 â–² | 4.8% | 16,266 | 0.1% | Computer and Technology |
SCHF Schwab International Equity ETF | $8,917,772 | $36,038 â–² | 0.4% | 321,941 | 0.1% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $8,058,412 | $480,619 â–¼ | -5.6% | 315,768 | 0.1% | ETF |
AVGO Broadcom | $8,020,389 | $2,260,079 â–² | 39.2% | 21,232 | 0.1% | Computer and Technology |
GOOG Alphabet | $8,018,570 | $1,203,810 â–² | 17.7% | 22,694 | 0.1% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $7,507,963 | $1,501,742 â–² | 25.0% | 10,054 | 0.1% | Finance |
ESGD iShares ESG Aware MSCI EAFE ETF | $7,222,077 | $1,176,555 â–¼ | -14.0% | 70,247 | 0.1% | Manufacturing |
VONG Vanguard Russell 1000 Growth ETF | $6,706,739 | $230,571 â–¼ | -3.3% | 52,474 | 0.1% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $6,551,595 | $240,530 â–² | 3.8% | 78,228 | 0.1% | ETF |
VXUS Vanguard Total International Stock ETF | $5,750,879 | $1,655,248 â–² | 40.4% | 67,270 | 0.1% | ETF |
TSLA Tesla | $5,336,772 | $459,733 â–² | 9.4% | 12,688 | 0.1% | Auto/Tires/Trucks |
CAT Caterpillar | $4,656,600 | $1,069,112 â–² | 29.8% | 4,373 | 0.1% | Industrials |
JPM JPMorgan Chase & Co. | $4,480,412 | $1,084,425 â–² | 31.9% | 13,688 | 0.1% | Finance |
BRK.B Berkshire Hathaway | $4,083,144 | $19,015 â–¼ | -0.5% | 8,160 | 0.1% | Finance |
QQQ Invesco QQQ | $4,032,803 | $87,638 â–² | 2.2% | 5,476 | 0.1% | Finance |
LLY Eli Lilly and Company | $3,890,118 | $1,261,919 â–² | 48.0% | 3,243 | 0.1% | Medical |
IWN iShares Russell 2000 Value ETF | $3,679,485 | $3,017,868 â–¼ | -45.1% | 16,634 | 0.1% | ETF |
WALMART INC
| $3,445,326 | $514,987 â–² | 17.6% | 30,420 | 0.0% | COM |
VIG Vanguard Dividend Appreciation ETF | $3,431,850 | $605,969 â–² | 21.4% | 14,504 | 0.0% | ETF |
AMAT Applied Materials | $3,426,297 | $469,227 â–² | 15.9% | 4,739 | 0.0% | Computer and Technology |
IWM iShares Russell 2000 ETF | $3,337,218 | $441,377 â–² | 15.2% | 11,107 | 0.0% | Finance |
SPLG SPDR Portfolio S&P 500 ETF | $3,308,925 | $600,041 â–² | 22.2% | 37,653 | 0.0% | ETF |
SUSC iShares ESG Aware USD Corporate Bond ETF | $3,092,875 | $289,995 â–² | 10.3% | 133,593 | 0.0% | Manufacturing |
MU Micron Technology | $3,038,091 | $371,681 â–² | 13.9% | 2,632 | 0.0% | Computer and Technology |
COST Costco Wholesale | $3,007,144 | $572,433 â–² | 23.5% | 3,215 | 0.0% | Retail/Wholesale |
AMD Advanced Micro Devices | $3,001,789 | $364,258 â–² | 13.8% | 5,167 | 0.0% | Computer and Technology |
AVUS Avantis U.S. Equity ETF | $2,853,622 | $31,508 â–¼ | -1.1% | 22,280 | 0.0% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $2,833,983 | $1,301,567 â–² | 84.9% | 63,886 | 0.0% | ETF |
ABBV AbbVie | $2,814,342 | $58,129 â–¼ | -2.0% | 11,184 | 0.0% | Medical |
SCHX Schwab US Large-Cap ETF | $2,786,366 | $860,413 â–² | 44.7% | 94,678 | 0.0% | ETF |
XOM ExxonMobil | $2,773,912 | $642,584 â–² | 30.1% | 20,289 | 0.0% | Energy |
JNJ Johnson & Johnson | $2,693,098 | $334,986 â–² | 14.2% | 10,604 | 0.0% | Medical |
HD Home Depot | $2,605,599 | $1,059,803 â–² | 68.6% | 7,388 | 0.0% | Retail/Wholesale |
VBR Vanguard Small-Cap Value ETF | $2,545,675 | $4,904,968 â–¼ | -65.8% | 10,476 | 0.0% | ETF |
CSCO Cisco Systems | $2,481,108 | $461,265 â–² | 22.8% | 21,123 | 0.0% | Computer and Technology |
V Visa | $2,423,588 | $650,156 â–² | 36.7% | 7,064 | 0.0% | Business Services |
VXF Vanguard Extended Market ETF | $2,298,617 | $223,805 â–² | 10.8% | 9,336 | 0.0% | ETF |
NFLX Netflix | $2,230,235 | $238,046 â–² | 11.9% | 31,236 | 0.0% | Consumer Discretionary |
IBM International Business Machines | $2,035,117 | $24,746 â–¼ | -1.2% | 7,237 | 0.0% | Computer and Technology |
INTC Intel | $1,981,210 | $625,682 â–² | 46.2% | 14,189 | 0.0% | Computer and Technology |
IWB iShares Russell 1000 ETF | $1,972,971 | $558,558 â–² | 39.5% | 4,818 | 0.0% | ETF |
TSM Taiwan Semiconductor Manufacturing | $1,911,235 | $457,990 â–² | 31.5% | 4,002 | 0.0% | Computer and Technology |
GS The Goldman Sachs Group | $1,747,647 | $511,753 â–² | 41.4% | 1,728 | 0.0% | Finance |
SCHA Schwab US Small-Cap ETF | $1,701,387 | $190,548 â–² | 12.6% | 47,091 | 0.0% | ETF |
ASML ASML | $1,695,706 | $573,196 â–² | 51.1% | 852 | 0.0% | Computer and Technology |
BAC Bank of America | $1,669,965 | $327,349 â–² | 24.4% | 29,308 | 0.0% | Finance |
LAM RESEARCH CORP
| $1,609,388 | $510,463 â–² | 46.5% | 3,714 | 0.0% | COM NEW |
RTX RTX | $1,606,122 | $408,124 â–² | 34.1% | 8,465 | 0.0% | Aerospace |
IWF iShares Russell 1000 Growth ETF | $1,582,422 | $1,175,145 â–² | 288.5% | 12,744 | 0.0% | ETF |
MRK Merck & Co., Inc. | $1,558,577 | $228,216 â–² | 17.2% | 12,129 | 0.0% | Medical |
GE GE Aerospace | $1,553,222 | $389,427 â–¼ | -20.0% | 4,156 | 0.0% | Aerospace |
BNDX Vanguard Total International Bond ETF | $1,496,293 | $605,326 â–² | 67.9% | 30,896 | 0.0% | ETF |
IVW iShares S&P 500 Growth ETF | $1,489,422 | $78,391 â–² | 5.6% | 10,830 | 0.0% | ETF |
