AAPL Apple | $2,540,422,040 | $130,622,412 â–² | 5.4% | 10,037,788 | 2.8% | Computer and Technology |
NVDA NVIDIA | $2,115,576,482 | $120,577,151 â–² | 6.0% | 12,109,163 | 2.4% | Computer and Technology |
MSFT Microsoft | $1,970,563,898 | $327,532,083 â–² | 19.9% | 5,318,401 | 2.2% | Computer and Technology |
XLK Technology Select Sector SPDR Fund | $1,725,318,815 | $18,881,949 â–¼ | -1.1% | 12,980,953 | 1.9% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $1,659,988,750 | $4,708,525 â–¼ | -0.3% | 42,584,120 | 1.8% | ETF |
AMZN Amazon.com | $1,602,812,457 | $164,511,285 â–² | 11.4% | 7,682,440 | 1.8% | Retail/Wholesale |
VOO Vanguard S&P 500 ETF | $1,596,939,552 | $5,870,877 â–² | 0.4% | 2,671,958 | 1.8% | ETF |
SPY SPDR S&P 500 ETF Trust | $1,465,581,095 | $255,834,430 â–¼ | -14.9% | 2,429,375 | 1.6% | Finance |
IVV iShares Core S&P 500 ETF | $1,439,607,694 | $70,279,019 â–² | 5.1% | 2,203,708 | 1.6% | ETF |
GOOGL Alphabet | $1,385,209,296 | $217,117,463 â–² | 18.6% | 4,808,478 | 1.5% | Computer and Technology |
GOOG Alphabet | $1,195,792,375 | $53,064,085 â–¼ | -4.2% | 4,149,639 | 1.3% | Computer and Technology |
EQTY Kovitz Core Equity ETF | $1,136,075,289 | $12,095,554 â–¼ | -1.1% | 44,567,709 | 1.3% | ETF |
AVGO Broadcom | $997,887,058 | $189,824,898 â–² | 23.5% | 3,215,540 | 1.1% | Computer and Technology |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $953,517,302 | $76,392,548 â–² | 8.7% | 6,686,069 | 1.1% | ETF |
BSVO EA Bridgeway Omni Small-Cap Value ETF | $945,231,846 | $22,495,072 â–² | 2.4% | 37,257,857 | 1.1% | ETF |
JPM JPMorgan Chase & Co. | $914,560,821 | $29,408,514 â–² | 3.3% | 3,107,487 | 1.0% | Finance |
VTI Vanguard Total Stock Market ETF | $881,442,551 | $63,035,914 â–² | 7.7% | 2,745,961 | 1.0% | ETF |
VTV Vanguard Value ETF | $840,352,338 | $5,781,605 â–¼ | -0.7% | 4,283,154 | 0.9% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $824,053,560 | $75,718,004 â–² | 10.1% | 13,838,011 | 0.9% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $821,929,101 | $8,755,636 â–¼ | -1.1% | 13,144,184 | 0.9% | ETF |
DUHP Dimensional US High Profitability ETF | $766,429,190 | $40,734,605 â–² | 5.6% | 20,387,647 | 0.9% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $736,672,163 | $13,699,183 â–² | 1.9% | 6,665,990 | 0.8% | ETF |
DFIV Dimensional International Value ETF | $714,865,990 | $14,857,068 â–¼ | -2.0% | 13,542,022 | 0.8% | ETF |
DFUV Dimensional US Marketwide Value ETF | $712,205,408 | $3,526,173 â–¼ | -0.5% | 14,695,031 | 0.8% | ETF |
IWB iShares Russell 1000 ETF | $689,384,295 | $7,935,054 â–¼ | -1.1% | 1,932,956 | 0.8% | ETF |
META Meta Platforms | $689,333,784 | $11,933,870 â–¼ | -1.7% | 1,198,867 | 0.8% | Computer and Technology |
DFUS Dimensional U.S. Equity ETF | $664,171,784 | $5,622,204 â–² | 0.9% | 9,340,123 | 0.7% | ETF |
BRK.B Berkshire Hathaway | $635,555,862 | $22,969,301 â–² | 3.7% | 1,326,656 | 0.7% | Finance |
IXUS iShares Core MSCI Total International Stock ETF | $606,221,960 | $28,712,408 â–² | 5.0% | 6,997,022 | 0.7% | Manufacturing |
V Visa | $586,635,029 | $212,056,766 â–² | 56.6% | 1,940,415 | 0.7% | Business Services |
IWF iShares Russell 1000 Growth ETF | $570,556,979 | $240,959,976 â–¼ | -29.7% | 1,341,813 | 0.6% | ETF |
TMO Thermo Fisher Scientific | $560,827,002 | $96,438,776 â–² | 20.8% | 1,140,952 | 0.6% | Medical |
DISV Dimensional International Small Cap Value ETF | $548,746,478 | $5,225,090 â–² | 1.0% | 13,913,450 | 0.6% | ETF |
AMD Advanced Micro Devices | $545,482,177 | $159,435,878 â–² | 41.3% | 2,678,423 | 0.6% | Computer and Technology |
LAM RESEARCH CORP
| $542,465,873 | $102,850,319 â–² | 23.4% | 2,525,689 | 0.6% | COM NEW |
XLC Communication Services Select Sector SPDR Fund | $538,575,805 | $8,883,546 â–¼ | -1.6% | 4,858,161 | 0.6% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $531,216,389 | $26,142,790 â–² | 5.2% | 8,287,534 | 0.6% | ETF |
DIHP Dimensional International High Profitability ETF | $509,192,257 | $33,666,705 â–² | 7.1% | 15,524,503 | 0.6% | ETF |
XOM ExxonMobil | $503,252,232 | $3,318,611 â–² | 0.7% | 2,968,005 | 0.6% | Energy |
JAAA Janus Henderson AAA CLO ETF | $472,331,661 | $56,480,544 â–² | 13.6% | 9,346,524 | 0.5% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $461,270,029 | $2,570,456 â–² | 0.6% | 2,400,332 | 0.5% | ETF |
ICE Intercontinental Exchange | $456,250,630 | $108,512,558 â–² | 31.2% | 2,900,880 | 0.5% | Finance |
XLV Health Care Select Sector SPDR Fund | $451,758,646 | $2,460,849 â–¼ | -0.5% | 3,081,363 | 0.5% | ETF |
VGT Vanguard Information Technology ETF | $447,105,685 | $450,734,967 â–¼ | -50.2% | 645,906 | 0.5% | ETF |
AVDV Avantis International Small Cap Value ETF | $437,273,841 | $25,676,527 â–² | 6.2% | 4,375,680 | 0.5% | ETF |
PEP PepsiCo | $430,673,967 | $126,225,283 â–² | 41.5% | 2,773,442 | 0.5% | Consumer Staples |
WALMART INC
| $420,938,471 | $16,870,192 â–¼ | -3.9% | 3,385,185 | 0.5% | COM |
XLF Financial Select Sector SPDR Fund | $413,015,385 | $198,030,297 â–¼ | -32.4% | 8,365,717 | 0.5% | ETF |
KEYS Keysight Technologies | $392,060,426 | $5,131,947 â–¼ | -1.3% | 1,388,116 | 0.4% | Computer and Technology |
JNJ Johnson & Johnson | $391,532,575 | $1,059,130 â–² | 0.3% | 1,603,275 | 0.4% | Medical |
CVX Chevron | $365,022,337 | $8,872,468 â–² | 2.5% | 1,765,073 | 0.4% | Energy |
APO Apollo Global Management | $362,601,239 | $206,103,284 â–² | 131.7% | 3,254,362 | 0.4% | Finance |
COST Costco Wholesale | $355,472,153 | $8,104,300 â–² | 2.3% | 356,731 | 0.4% | Retail/Wholesale |
SCHG Schwab U.S. Large-Cap Growth ETF | $354,001,040 | $161,606,211 â–² | 84.0% | 12,147,955 | 0.4% | ETF |
PH Parker-Hannifin | $353,460,148 | $155,583,276 â–² | 78.6% | 394,782 | 0.4% | Industrials |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $353,361,035 | $9,280,468 â–¼ | -2.6% | 10,402,150 | 0.4% | ETF |
QUS SPDR MSCI USA StrategicFactors ETF | $352,952,848 | $4,092,070 â–² | 1.2% | 2,056,355 | 0.4% | ETF |
LOW Lowe's Companies | $352,909,582 | $98,518,921 â–² | 38.7% | 1,493,531 | 0.4% | Retail/Wholesale |
MA Mastercard | $332,320,677 | $11,250,455 â–¼ | -3.3% | 665,028 | 0.4% | Business Services |
OEF iShares S&P 100 ETF | $330,758,809 | $763,050 â–¼ | -0.2% | 1,039,893 | 0.4% | ETF |
XLY Consumer Discretionary Select Sector SPDR Fund | $328,871,304 | $3,167,940 â–¼ | -1.0% | 3,017,721 | 0.4% | Finance |
XLI Industrial Select Sector SPDR Fund | $325,294,997 | $10,817,311 â–¼ | -3.2% | 2,011,346 | 0.4% | ETF |
PG Procter & Gamble | $324,870,601 | $11,190,158 â–² | 3.6% | 2,249,327 | 0.4% | Consumer Staples |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $311,797,692 | $22,581,979 â–² | 7.8% | 9,014,872 | 0.3% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $309,814,443 | $49,926,304 â–¼ | -13.9% | 1,614,164 | 0.3% | ETF |
VUG Vanguard Growth ETF | $309,191,204 | $7,858,599 â–² | 2.6% | 724,683 | 0.3% | ETF |
IWD iShares Russell 1000 Value ETF | $302,313,400 | $312,516 â–² | 0.1% | 1,414,270 | 0.3% | ETF |
AJG Arthur J. Gallagher & Co. | $298,750,248 | $159,244,798 â–² | 114.1% | 1,379,397 | 0.3% | Finance |
ACN Accenture | $297,999,529 | $121,660,042 â–² | 69.0% | 1,502,940 | 0.3% | Computer and Technology |
IDEV iShares Core MSCI International Developed Markets ETF | $294,563,635 | $654,312 â–² | 0.2% | 3,524,524 | 0.3% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $293,126,457 | $32,384,172 â–² | 12.4% | 6,122,105 | 0.3% | ETF |
BX Blackstone | $288,768,166 | $136,458,546 â–² | 89.6% | 2,510,528 | 0.3% | Finance |
VRSK Verisk Analytics | $275,069,798 | $267,806,926 â–² | 3,687.3% | 1,449,643 | 0.3% | Business Services |
PM Philip Morris International | $274,862,752 | $11,472,199 â–² | 4.4% | 1,661,990 | 0.3% | Consumer Staples |
DIA SPDR Dow Jones Industrial Average ETF Trust | $267,589,764 | $9,046,985 â–¼ | -3.3% | 577,802 | 0.3% | Finance |
IEFA iShares Core MSCI EAFE ETF | $261,703,547 | $4,968,318 â–¼ | -1.9% | 2,890,196 | 0.3% | ETF |
IVE iShares S&P 500 Value ETF | $259,555,751 | $863,028 â–² | 0.3% | 1,229,165 | 0.3% | ETF |
ABT Abbott Laboratories | $258,758,471 | $96,900,680 â–² | 59.9% | 2,520,912 | 0.3% | Medical |
SGOV iShares 0-3 Month Treasury Bond ETF | $252,457,627 | $25,362,408 â–² | 11.2% | 2,508,022 | 0.3% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $249,871,279 | $5,048,244 â–¼ | -2.0% | 3,447,394 | 0.3% | ETF |
CSCO Cisco Systems | $247,535,788 | $37,427,711 â–² | 17.8% | 3,187,038 | 0.3% | Computer and Technology |
TSLA Tesla | $243,970,532 | $21,753,131 â–² | 9.8% | 654,689 | 0.3% | Auto/Tires/Trucks |
CAT Caterpillar | $239,748,103 | $40,859,827 â–¼ | -14.6% | 338,031 | 0.3% | Industrials |
ZBRA Zebra Technologies | $237,129,780 | $123,500,433 â–² | 108.7% | 1,134,158 | 0.3% | Industrials |
AVUS Avantis U.S. Equity ETF | $232,685,592 | $2,459,182 â–¼ | -1.0% | 1,958,899 | 0.3% | ETF |
DLN WisdomTree U.S. LargeCap Dividend Fund | $231,207,065 | $810,849 â–² | 0.4% | 2,588,235 | 0.3% | Finance |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $229,912,375 | $17,389,199 â–² | 8.2% | 4,602,849 | 0.3% | Manufacturing |
HD Home Depot | $229,884,540 | $3,745,309 â–² | 1.7% | 698,865 | 0.3% | Retail/Wholesale |
PNC The PNC Financial Services Group | $224,854,726 | $75,901,722 â–² | 51.0% | 1,080,398 | 0.3% | Finance |
GS The Goldman Sachs Group | $220,127,894 | $12,127,960 â–¼ | -5.2% | 259,987 | 0.2% | Finance |
LLY Eli Lilly and Company | $218,100,582 | $13,688,944 â–² | 6.7% | 237,125 | 0.2% | Medical |
GXO GXO Logistics | $217,006,509 | $38,084,188 â–² | 21.3% | 4,185,275 | 0.2% | Transportation |
IJR iShares Core S&P Small-Cap ETF | $215,951,183 | $1,103,143 â–¼ | -0.5% | 1,736,782 | 0.2% | ETF |
IVW iShares S&P 500 Growth ETF | $215,435,010 | $1,869,989 â–¼ | -0.9% | 1,904,019 | 0.2% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $213,628,062 | $18,133,358 â–² | 9.3% | 3,061,820 | 0.2% | ETF |
SCHW Charles Schwab | $211,798,021 | $14,347,392 â–² | 7.3% | 2,254,162 | 0.2% | Finance |
AON AON | $203,618,605 | $27,308,499 â–² | 15.5% | 630,805 | 0.2% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $203,452,873 | $13,541,888 â–² | 7.1% | 3,763,098 | 0.2% | ETF |
DFNM Dimensional National Municipal Bond ETF | $202,354,727 | $26,791,051 â–² | 15.3% | 4,221,880 | 0.2% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $202,292,981 | $23,790,034 â–² | 13.3% | 2,504,756 | 0.2% | ETF |
