VEA Vanguard FTSE Developed Markets ETF | $1,284,318,007 | $189,074,090 ▲ | 17.3% | 18,188,897 | 16.2% | ETF |
VTI Vanguard Total Stock Market ETF | $1,057,816,819 | $142,255,753 ▲ | 15.5% | 2,826,573 | 13.3% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $839,220,497 | $105,788,466 ▲ | 14.4% | 3,776,190 | 10.6% | ETF |
BND Vanguard Total Bond Market ETF | $720,800,433 | $147,116,053 ▲ | 25.6% | 10,275,131 | 9.1% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $467,014,007 | $295,562,316 ▲ | 172.4% | 2,410,395 | 5.9% | ETF |
VTV Vanguard Value ETF | $418,530,856 | $47,342,707 ▲ | 12.8% | 1,936,925 | 5.3% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $299,236,796 | $49,250,371 ▲ | 19.7% | 5,045,301 | 3.8% | ETF |
MUB iShares National Muni Bond ETF | $229,362,312 | $38,932,191 ▲ | 20.4% | 2,268,668 | 2.9% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $225,631,948 | $45,582,451 ▲ | 25.3% | 2,881,266 | 2.8% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $192,931,811 | $26,736,773 ▲ | 16.1% | 3,060,467 | 2.4% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $170,363,732 | $32,776,105 ▲ | 23.8% | 1,501,796 | 2.1% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $159,080,916 | $57,734,727 ▼ | -26.6% | 1,605,580 | 2.0% | ETF |
IEFA iShares Core MSCI EAFE ETF | $131,839,498 | $6,366,952 ▼ | -4.6% | 1,360,854 | 1.7% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $120,056,707 | $6,837,603 ▼ | -5.4% | 722,015 | 1.5% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $119,302,629 | $3,397,843 ▼ | -2.8% | 2,519,059 | 1.5% | ETF |
CMF iShares California Muni Bond ETF | $99,015,596 | $4,283,437 ▲ | 4.5% | 1,829,556 | 1.2% | ETF |
JQUA JPMorgan U.S. Quality Factor ETF | $86,326,579 | $7,320,959 ▼ | -7.8% | 1,169,737 | 1.1% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $64,571,443 | $2,932,263 ▼ | -4.3% | 1,286,028 | 0.8% | ETF |
AAPL Apple | $57,839,226 | $7,331,433 ▲ | 14.5% | 173,681 | 0.7% | Technology |
ESGV Vanguard ESG U.S. Stock ETF | $48,686,033 | $1,598,441 ▲ | 3.4% | 359,227 | 0.6% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $46,472,611 | $258,265 ▼ | -0.6% | 1,293,421 | 0.6% | ETF |
VGLT Vanguard Long-Term Treasury ETF | $45,525,371 | $10,587,764 ▲ | 30.3% | 907,965 | 0.6% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $45,191,454 | $405,935 ▼ | -0.9% | 463,787 | 0.6% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $44,844,286 | $3,658,569 ▼ | -7.5% | 733,589 | 0.6% | ETF |
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF | $38,403,261 | $2,418,288 ▲ | 6.7% | 1,245,242 | 0.5% | ETF |
NVDA NVIDIA | $38,024,889 | $7,996,056 ▲ | 26.6% | 166,498 | 0.5% | Technology |
VGSH Vanguard Short-Term Treasury ETF | $37,483,459 | $2,844,441 ▲ | 8.2% | 651,207 | 0.5% | ETF |
TFLO iShares Treasury Floating Rate Bond ETF | $37,334,366 | $2,548,701 ▲ | 7.3% | 736,814 | 0.5% | ETF |
SCHB Schwab US Broad Market ETF | $35,324,835 | $1,116,565 ▼ | -3.1% | 1,205,214 | 0.4% | ETF |
MGK Vanguard Mega Cap Growth ETF | $32,416,021 | $138,514,663 ▼ | -81.0% | 349,876 | 0.4% | ETF |
NYF iShares New York Muni Bond ETF | $30,304,865 | $1,457,451 ▲ | 5.1% | 599,859 | 0.4% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $29,727,363 | $1,534,330 ▼ | -4.9% | 366,281 | 0.4% | ETF |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $27,583,231 | $260,512 ▼ | -0.9% | 302,713 | 0.3% | ETF |
VOO Vanguard S&P 500 ETF | $27,060,316 | $1,487,932 ▼ | -5.2% | 38,610 | 0.3% | ETF |
VSGX Vanguard ESG International Stock ETF | $26,549,229 | $1,102,066 ▲ | 4.3% | 327,485 | 0.3% | ETF |
MSFT Microsoft | $25,734,125 | $7,713,980 ▲ | 42.8% | 50,174 | 0.3% | Technology |
JAAA Janus Henderson AAA CLO ETF | $22,514,188 | $7,668,555 ▲ | 51.7% | 446,091 | 0.3% | ETF |
VUG Vanguard Growth ETF | $20,643,223 | $629,329 ▲ | 3.1% | 229,089 | 0.3% | ETF |
VO Vanguard Mid-Cap ETF | $19,819,963 | $632,458 ▼ | -3.1% | 252,741 | 0.2% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $18,088,235 | $465,995 ▼ | -2.5% | 349,464 | 0.2% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $15,803,142 | $949,680 ▼ | -5.7% | 171,680 | 0.2% | ETF |
AMZN Amazon.com | $14,105,827 | $2,928,250 ▲ | 26.2% | 56,616 | 0.2% | Consumer Discretionary |
ESGU iShares ESG Aware MSCI USA ETF | $13,701,042 | $357,784 ▼ | -2.5% | 82,141 | 0.2% | ETF |
META Meta Platforms | $13,264,045 | $1,468,465 ▲ | 12.4% | 18,291 | 0.2% | Communication Services |
GOOGL Alphabet | $12,327,707 | $2,793,243 ▲ | 29.3% | 35,828 | 0.2% | Communication Services |
AGG iShares Core U.S. Aggregate Bond ETF | $12,320,862 | $1,143,181 ▼ | -8.5% | 130,324 | 0.2% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $11,962,516 | $280,550 ▲ | 2.4% | 264,365 | 0.2% | ETF |
IVV iShares Core S&P 500 ETF | $10,787,922 | $610,391 ▲ | 6.0% | 14,086 | 0.1% | ETF |
SCHF Schwab International Equity ETF | $10,379,463 | $1,535,739 ▲ | 17.4% | 377,847 | 0.1% | ETF |
SPY SPDR S&P 500 ETF Trust | $10,347,331 | $2,679,873 ▲ | 35.0% | 13,568 | 0.1% | ETF |
AVGO Broadcom | $9,510,806 | $2,054,435 ▲ | 27.6% | 27,082 | 0.1% | Technology |
GOOG Alphabet | $8,602,190 | $869,555 ▲ | 11.2% | 25,246 | 0.1% | Communication Services |
SPAB SPDR Portfolio Aggregate Bond ETF | $7,324,001 | $368,104 ▼ | -4.8% | 300,657 | 0.1% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $7,128,982 | $109,954 ▼ | -1.5% | 69,180 | 0.1% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $6,440,463 | $50,114 ▼ | -0.8% | 77,624 | 0.1% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $6,177,231 | $588,173 ▼ | -8.7% | 47,912 | 0.1% | ETF |
VXUS Vanguard Total International Stock ETF | $6,101,536 | $386,311 ▲ | 6.8% | 71,817 | 0.1% | ETF |
TSLA Tesla | $5,576,858 | $1,075,066 ▲ | 23.9% | 15,718 | 0.1% | Consumer Discretionary |
JPM JPMorgan Chase & Co. | $5,484,753 | $956,416 ▲ | 21.1% | 16,579 | 0.1% | Finance |
BRK.B Berkshire Hathaway | $5,396,256 | $1,333,005 ▲ | 32.8% | 10,837 | 0.1% | Finance |
QQQ Invesco QQQ | $5,038,167 | $986,918 ▲ | 24.4% | 6,810 | 0.1% | ETF |
AMD Advanced Micro Devices | $4,892,822 | $1,731,880 ▲ | 54.8% | 7,998 | 0.1% | Technology |
LLY Eli Lilly and Company | $4,681,642 | $929,154 ▲ | 24.8% | 4,046 | 0.1% | Healthcare |
SPLG SPDR Portfolio S&P 500 ETF | $4,453,690 | $1,073,973 ▲ | 31.8% | 49,618 | 0.1% | ETF |
MU Micron Technology | $4,424,467 | $1,621,097 ▲ | 57.8% | 4,154 | 0.1% | Technology |
EXXONMOBIL HOLDINGS CORP
| $4,079,334 | $4,079,334 ▲ | New Holding | 25,065 | 0.1% | COM SHS |
CAT Caterpillar | $3,937,038 | $391,596 ▲ | 11.0% | 4,856 | 0.0% | Industrials |
VIG Vanguard Dividend Appreciation ETF | $3,919,542 | $535,671 ▲ | 15.8% | 16,800 | 0.0% | ETF |
V Visa | $3,594,737 | $1,056,430 ▲ | 41.6% | 10,004 | 0.0% | Finance |
JNJ Johnson & Johnson | $3,507,276 | $699,973 ▲ | 24.9% | 13,248 | 0.0% | Healthcare |
WALMART INC
| $3,363,957 | $202,746 ▲ | 6.4% | 32,371 | 0.0% | COM |
VBR Vanguard Small-Cap Value ETF | $3,314,329 | $894,079 ▲ | 36.9% | 14,346 | 0.0% | ETF |
SCHX Schwab US Large-Cap ETF | $3,162,293 | $321,959 ▲ | 11.3% | 105,410 | 0.0% | ETF |
IWM iShares Russell 2000 ETF | $3,158,330 | $71,698 ▲ | 2.3% | 11,365 | 0.0% | ETF |
ABBV AbbVie | $3,135,679 | $210,057 ▲ | 7.2% | 11,987 | 0.0% | Healthcare |
DFAC Dimensional U.S. Core Equity 2 ETF | $3,117,590 | $277,857 ▲ | 9.8% | 70,137 | 0.0% | ETF |
SUSC iShares ESG Aware USD Corporate Bond ETF | $2,996,349 | $64,650 ▲ | 2.2% | 136,539 | 0.0% | ETF |
COST Costco Wholesale | $2,919,499 | $7,283 ▼ | -0.2% | 3,207 | 0.0% | Consumer Staples |
SCHD Schwab US Dividend Equity ETF | $2,918,891 | $1,524,132 ▲ | 109.3% | 89,729 | 0.0% | ETF |
AMAT Applied Materials | $2,865,262 | $441,832 ▲ | 18.2% | 5,603 | 0.0% | Technology |
AVUS Avantis U.S. Equity ETF | $2,770,459 | $83,387 ▼ | -2.9% | 21,629 | 0.0% | ETF |
CSCO Cisco Systems | $2,610,243 | $336,774 ▲ | 14.8% | 24,252 | 0.0% | Technology |
ASML ASML | $2,433,073 | $889,530 ▲ | 57.6% | 1,343 | 0.0% | Technology |
MRK Merck & Co., Inc. | $2,402,993 | $640,527 ▲ | 36.3% | 16,537 | 0.0% | Healthcare |
BAC Bank of America | $2,383,159 | $787,927 ▲ | 49.4% | 43,784 | 0.0% | Finance |
IWN iShares Russell 2000 Value ETF | $2,315,927 | $1,168,122 ▼ | -33.5% | 11,057 | 0.0% | ETF |
HD Home Depot | $2,299,817 | $198,005 ▲ | 9.4% | 8,084 | 0.0% | Consumer Discretionary |
IWF iShares Russell 1000 Growth ETF | $2,262,697 | $666,383 ▲ | 41.7% | 18,064 | 0.0% | ETF |
TSM Taiwan Semiconductor Manufacturing | $2,232,961 | $407,361 ▲ | 22.3% | 4,895 | 0.0% | Technology |
MA Mastercard | $2,183,821 | $649,080 ▲ | 42.3% | 3,960 | 0.0% | Finance |
NFLX Netflix | $2,162,402 | $10,994 ▼ | -0.5% | 31,078 | 0.0% | Communication Services |
IBM International Business Machines | $2,141,019 | $549,385 ▲ | 34.5% | 9,735 | 0.0% | Technology |
VXF Vanguard Extended Market ETF | $2,109,223 | $53,275 ▼ | -2.5% | 9,106 | 0.0% | ETF |
IWB iShares Russell 1000 ETF | $2,098,960 | $94,045 ▲ | 4.7% | 5,044 | 0.0% | ETF |
PANW Palo Alto Networks | $2,083,795 | $846,629 ▲ | 68.4% | 5,245 | 0.0% | Technology |
PALANTIR TECHNOLOGIES INC
| $1,947,619 | $510,661 ▲ | 35.5% | 10,412 | 0.0% | CL A |
INTC Intel | $1,919,231 | $213,288 ▲ | 12.5% | 15,963 | 0.0% | Technology |
IJH iShares Core S&P Mid-Cap ETF | $1,903,374 | $856,569 ▲ | 81.8% | 26,454 | 0.0% | ETF |
GS The Goldman Sachs Group | $1,889,856 | $334,034 ▲ | 21.5% | 2,099 | 0.0% | Finance |
PG Procter & Gamble | $1,870,682 | $919,069 ▲ | 96.6% | 12,876 | 0.0% | Consumer Staples |
