ITOT iShares Core S&P Total U.S. Stock Market ETF | $108,394,923 | $21,160,575 ▲ | 24.3% | 650,357 | 21.4% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $40,640,204 | $13,397,971 ▲ | 49.2% | 1,128,895 | 8.0% | ETF |
BSVO EA Bridgeway Omni Small-Cap Value ETF | $27,290,940 | $4,415,554 ▲ | 19.3% | 966,800 | 5.4% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $20,954,653 | $7,994,940 ▲ | 61.7% | 627,761 | 4.1% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $20,140,791 | $4,119,371 ▲ | 25.7% | 355,593 | 4.0% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $17,690,495 | $2,858,105 ▲ | 19.3% | 199,509 | 3.5% | ETF |
AVDV Avantis International Small Cap Value ETF | $16,758,491 | $2,620,240 ▲ | 18.5% | 155,085 | 3.3% | ETF |
SCHF Schwab International Equity ETF | $16,253,780 | $6,917,521 ▲ | 74.1% | 596,469 | 3.2% | ETF |
SCHD Schwab US Dividend Equity ETF | $15,361,038 | $3,479,073 ▲ | 29.3% | 470,332 | 3.0% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $14,827,539 | $2,043,052 ▲ | 16.0% | 318,461 | 2.9% | ETF |
CWI SPDR MSCI ACWI ex-US ETF | $14,790,888 | $4,125,998 ▲ | 38.7% | 368,299 | 2.9% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $14,396,249 | $2,587,576 ▲ | 21.9% | 362,352 | 2.8% | ETF |
VXUS Vanguard Total International Stock ETF | $10,974,249 | $7,128,861 ▲ | 185.4% | 129,934 | 2.2% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $8,989,401 | $1,731,626 ▲ | 23.9% | 185,693 | 1.8% | ETF |
IWF iShares Russell 1000 Growth ETF | $8,932,111 | $4,257,469 ▲ | 91.1% | 71,042 | 1.8% | ETF |
AAPL Apple | $8,143,319 | $1,403,850 ▲ | 20.8% | 24,653 | 1.6% | Technology |
VIG Vanguard Dividend Appreciation ETF | $6,270,748 | $1,371,055 ▲ | 28.0% | 26,852 | 1.2% | ETF |
VTI Vanguard Total Stock Market ETF | $6,039,202 | $85,540 ▼ | -1.4% | 16,097 | 1.2% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $5,633,039 | $1,654,337 ▲ | 41.6% | 91,983 | 1.1% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $5,580,275 | $1,249,589 ▲ | 28.9% | 46,854 | 1.1% | ETF |
DIHP Dimensional International High Profitability ETF | $4,899,035 | $1,023,652 ▲ | 26.4% | 146,327 | 1.0% | ETF |
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF | $4,699,847 | $2,534,282 ▲ | 117.0% | 200,591 | 0.9% | ETF |
VYM Vanguard High Dividend Yield ETF | $4,692,813 | $4,149,243 ▲ | 763.3% | 30,208 | 0.9% | ETF |
VBK Vanguard Small-Cap Growth ETF | $3,719,114 | $2,135,759 ▲ | 134.9% | 10,927 | 0.7% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $3,705,487 | $1,813,924 ▲ | 95.9% | 26,536 | 0.7% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $3,702,592 | $2,575,702 ▲ | 228.6% | 22,888 | 0.7% | ETF |
UMBF UMB Financial | $3,573,437 | $11,292 ▲ | 0.3% | 27,532 | 0.7% | Finance |
DFNM Dimensional National Municipal Bond ETF | $3,047,170 | $2,274,176 ▲ | 294.2% | 65,899 | 0.6% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $3,029,484 | $1,182,240 ▲ | 64.0% | 32,208 | 0.6% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $3,011,222 | $2,292,661 ▲ | 319.1% | 29,238 | 0.6% | ETF |
QQQ Invesco QQQ | $2,989,168 | $46,010 ▲ | 1.6% | 4,028 | 0.6% | ETF |
EEM iShares MSCI Emerging Markets ETF | $2,797,067 | $1,808,880 ▲ | 183.1% | 41,866 | 0.6% | ETF |
IVW iShares S&P 500 Growth ETF | $2,616,108 | $899,782 ▲ | 52.4% | 18,355 | 0.5% | ETF |
VOO Vanguard S&P 500 ETF | $2,524,737 | $1,487,453 ▲ | 143.4% | 3,595 | 0.5% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $2,471,704 | $706,825 ▲ | 40.0% | 41,872 | 0.5% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $2,366,597 | $697,265 ▲ | 41.8% | 22,021 | 0.5% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $2,133,352 | $889,351 ▲ | 71.5% | 23,863 | 0.4% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $2,081,392 | $640,020 ▲ | 44.4% | 7,057 | 0.4% | ETF |
DE Deere & Company | $2,017,243 | $42,707 ▲ | 2.2% | 3,023 | 0.4% | Industrials |
ISHARES BITCOIN TRUST ETF
| $1,998,701 | $285,844 ▼ | -12.5% | 41,674 | 0.4% | SHS BEN INT |
J P MORGAN EXCHANGE TRADED F
| $1,933,889 | $1,258,331 ▲ | 186.3% | 23,823 | 0.4% | EQUITY FOCUS ETF |
SPY SPDR S&P 500 ETF Trust | $1,911,577 | $1,680,843 ▲ | 728.5% | 2,502 | 0.4% | ETF |
VOE Vanguard Mid-Cap Value ETF | $1,899,999 | $545,535 ▲ | 40.3% | 9,630 | 0.4% | ETF |
MSFT Microsoft | $1,866,324 | $1,288,323 ▲ | 222.9% | 3,639 | 0.4% | Technology |
VBR Vanguard Small-Cap Value ETF | $1,841,242 | $256,890 ▲ | 16.2% | 7,920 | 0.4% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $1,804,708 | $90,479 ▲ | 5.3% | 22,220 | 0.4% | ETF |
FMB First Trust Managed Municipal ETF | $1,799,510 | $73,140 ▲ | 4.2% | 37,373 | 0.4% | ETF |
TSLA Tesla | $1,719,534 | $132,081 ▲ | 8.3% | 4,856 | 0.3% | Consumer Discretionary |
J P MORGAN EXCHANGE TRADED F
| $1,679,451 | $236,924 ▲ | 16.4% | 35,216 | 0.3% | MUNICIPAL ETF |
HYD VanEck High Yield Muni ETF | $1,617,315 | $32,104 ▲ | 2.0% | 33,652 | 0.3% | ETF |
NVDA NVIDIA | $1,598,068 | $468,893 ▲ | 41.5% | 6,922 | 0.3% | Technology |
IWO iShares Russell 2000 Growth ETF | $1,576,195 | $573,324 ▲ | 57.2% | 4,407 | 0.3% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $1,551,491 | $428,531 ▲ | 38.2% | 39,438 | 0.3% | ETF |
MUB iShares National Muni Bond ETF | $1,297,355 | $325,301 ▲ | 33.5% | 12,802 | 0.3% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $1,293,167 | $7,199 ▼ | -0.6% | 14,012 | 0.3% | ETF |
PWR Quanta Services | $1,205,269 | | 0.0% | 1,819 | 0.2% | Industrials |
MDYG SPDR S&P 400 Mid Cap Growth ETF | $1,099,269 | $736,724 ▲ | 203.2% | 10,394 | 0.2% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $985,072 | $730,980 ▲ | 287.7% | 44,634 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $976,455 | $63,298 ▲ | 6.9% | 2,931 | 0.2% | Finance |
DISV Dimensional International Small Cap Value ETF | $941,669 | | 0.0% | 22,079 | 0.2% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $812,776 | $33,714 ▲ | 4.3% | 14,971 | 0.2% | ETF |
WALMART INC
| $796,755 | $13,658 ▲ | 1.7% | 7,642 | 0.2% | COM |
AVGO Broadcom | $786,936 | $136,425 ▲ | 21.0% | 2,290 | 0.2% | Technology |
AMZN Amazon.com | $750,648 | $238,301 ▲ | 46.5% | 3,024 | 0.1% | Consumer Discretionary |
SPTL SPDR Portfolio Long Term Treasury ETF | $732,560 | $732,560 ▲ | New Holding | 30,754 | 0.1% | ETF |
VLUE iShares MSCI USA Value Factor ETF | $714,884 | | 0.0% | 3,568 | 0.1% | ETF |
J P MORGAN EXCHANGE TRADED F
| $710,981 | $710,981 ▲ | New Holding | 15,927 | 0.1% | CORE PLUS BD ETF |
VGT Vanguard Information Technology ETF | $700,079 | | 0.0% | 5,512 | 0.1% | ETF |
J P MORGAN EXCHANGE TRADED F
| $696,725 | $416,883 ▲ | 149.0% | 14,993 | 0.1% | INTL BD OPP ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $684,707 | $170,595 ▲ | 33.2% | 6,177 | 0.1% | ETF |
IWN iShares Russell 2000 Value ETF | $669,128 | $162,755 ▲ | 32.1% | 3,178 | 0.1% | ETF |
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund | $660,713 | $39,633 ▲ | 6.4% | 13,270 | 0.1% | ETF |
BRK.B Berkshire Hathaway | $641,641 | $39,039 ▲ | 6.5% | 1,282 | 0.1% | Finance |
GOOG Alphabet | $632,013 | $71,005 ▲ | 12.7% | 1,887 | 0.1% | Communication Services |
IDOG ALPS International Sector Dividend Dogs ETF | $626,915 | $151,221 ▲ | 31.8% | 15,082 | 0.1% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $618,081 | $3,593 ▲ | 0.6% | 6,192 | 0.1% | ETF |
EFV iShares MSCI EAFE Value ETF | $614,317 | $18,458 ▲ | 3.1% | 7,888 | 0.1% | ETF |
SANDISK CORP
| $606,027 | $10,726 ▲ | 1.8% | 339 | 0.1% | COM |
AMD Advanced Micro Devices | $570,166 | $261,070 ▲ | 84.5% | 926 | 0.1% | Technology |
IQLT iShares MSCI Intl Quality Factor ETF | $529,589 | $8,462 ▲ | 1.6% | 10,764 | 0.1% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $477,358 | | 0.0% | 4,900 | 0.1% | ETF |
WDC Western Digital | $473,199 | $10,639 ▲ | 2.3% | 1,023 | 0.1% | Technology |
IBM International Business Machines | $471,546 | $42,191 ▲ | 9.8% | 2,090 | 0.1% | Technology |
GOOGL Alphabet | $421,447 | $127,516 ▲ | 43.4% | 1,246 | 0.1% | Communication Services |
PALANTIR TECHNOLOGIES INC
| $416,568 | $104,142 ▲ | 33.3% | 2,192 | 0.1% | CL A |
VIGI Vanguard International Dividend Appreciation ETF | $394,358 | $42,139 ▲ | 12.0% | 4,202 | 0.1% | ETF |
CSCO Cisco Systems | $390,557 | $40,676 ▲ | 11.6% | 3,591 | 0.1% | Technology |
IVE iShares S&P 500 Value ETF | $365,776 | | 0.0% | 1,600 | 0.1% | ETF |
SDY SPDR S&P Dividend ETF | $360,908 | $80,382 ▲ | 28.7% | 2,447 | 0.1% | ETF |
PG Procter & Gamble | $344,760 | $35,700 ▲ | 11.6% | 2,395 | 0.1% | Consumer Staples |
MMIT NYLIM MacKay Shields Municipal Intermediate ETF | $324,472 | | 0.0% | 14,083 | 0.1% | ETF |
SPACE EXPLORATION TECHN CORP
| $324,370 | $324,370 ▲ | New Holding | 2,191 | 0.1% | CLASS A COM STK |
MDY SPDR S&P MidCap 400 ETF Trust | $316,432 | | 0.0% | 477 | 0.1% | ETF |
DFAU Dimensional US Core Equity Market ETF | $314,745 | | 0.0% | 5,994 | 0.1% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $313,664 | $313,664 ▲ | New Holding | 2,766 | 0.1% | ETF |
DHS WisdomTree U.S. High Dividend Fund | $308,505 | | 0.0% | 2,754 | 0.1% | ETF |
DIS Walt Disney | $296,855 | $27,254 ▲ | 10.1% | 2,930 | 0.1% | Communication Services |
JNJ Johnson & Johnson | $291,630 | $16,820 ▲ | 6.1% | 1,127 | 0.1% | Healthcare |
EXXONMOBIL HOLDINGS CORP
| $285,766 | $285,766 ▲ | New Holding | 1,744 | 0.1% | COM SHS |
CAT Caterpillar | $280,133 | $29,749 ▲ | 11.9% | 339 | 0.1% | Industrials |
