VUG Vanguard Growth ETF | $202,343,848 | $5,585,651 ▼ | -2.7% | 461,551 | 10.6% | ETF |
VTV Vanguard Value ETF | $188,217,723 | $5,897,639 ▼ | -3.0% | 1,064,941 | 9.8% | ETF |
VV Vanguard Large-Cap ETF | $123,260,808 | $189,725 ▲ | 0.2% | 432,039 | 6.4% | ETF |
BND Vanguard Total Bond Market ETF | $110,616,433 | $4,782,122 ▼ | -4.1% | 1,502,328 | 5.8% | ETF |
VTI Vanguard Total Stock Market ETF | $76,783,671 | $5,775 ▲ | 0.0% | 252,636 | 4.0% | ETF |
VGK Vanguard FTSE Europe ETF | $72,389,668 | $5,222,494 ▼ | -6.7% | 934,060 | 3.8% | ETF |
MSFT Microsoft | $51,601,500 | $49,263,665 ▲ | 2,107.2% | 103,740 | 2.7% | Computer and Technology |
IEF iShares 7-10 Year Treasury Bond ETF | $49,341,583 | $950,422 ▼ | -1.9% | 515,209 | 2.6% | ETF |
VPL Vanguard FTSE Pacific ETF | $49,082,190 | $2,666,578 ▼ | -5.2% | 597,252 | 2.6% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $43,705,539 | $2,896,938 ▼ | -6.2% | 891,404 | 2.3% | ETF |
VB Vanguard Small-Cap ETF | $39,428,729 | $1,919,775 ▼ | -4.6% | 166,380 | 2.1% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $37,472,415 | $5,562,627 ▲ | 17.4% | 745,423 | 2.0% | Manufacturing |
VOO Vanguard S&P 500 ETF | $34,995,105 | $8,743,664 ▼ | -20.0% | 61,608 | 1.8% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $33,366,899 | $4,050,859 ▲ | 13.8% | 720,045 | 1.7% | ETF |
MUB iShares National Muni Bond ETF | $30,903,826 | $1,843,863 ▲ | 6.3% | 295,787 | 1.6% | ETF |
VNQ Vanguard Real Estate ETF | $30,777,576 | $904,049 ▼ | -2.9% | 345,582 | 1.6% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $28,462,015 | $1,302,907 ▲ | 4.8% | 499,246 | 1.5% | ETF |
SCHP Schwab U.S. TIPS ETF | $27,872,387 | $206,103 ▼ | -0.7% | 1,044,692 | 1.5% | ETF |
ESGV Vanguard ESG U.S. Stock ETF | $27,249,266 | $1,800,069 ▲ | 7.1% | 248,534 | 1.4% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $27,171,551 | $119,732 ▼ | -0.4% | 930,214 | 1.4% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $23,885,314 | $1,207,120 ▼ | -4.8% | 482,922 | 1.2% | ETF |
AMZN Amazon.com | $23,730,978 | $17,697,753 ▲ | 293.3% | 108,168 | 1.2% | Retail/Wholesale |
IUSV iShares Core S&P U.S. Value ETF | $23,099,373 | $808,613 ▲ | 3.6% | 244,102 | 1.2% | Manufacturing |
AAPL Apple | $22,936,871 | $17,663,980 ▲ | 335.0% | 111,794 | 1.2% | Computer and Technology |
VANGUARD INSTL INDEX FD
| $22,742,869 | $17,090,601 ▲ | 302.4% | 301,031 | 1.2% | 0-3 MO TREAS BIL |
AGG iShares Core U.S. Aggregate Bond ETF | $19,825,616 | $530,720 ▼ | -2.6% | 199,855 | 1.0% | Finance |
Z Zillow Group | $19,584,089 | $278,939 ▼ | -1.4% | 279,573 | 1.0% | Computer and Technology |
QQQ Invesco QQQ | $19,162,957 | $15,466,952 ▲ | 418.5% | 34,738 | 1.0% | Finance |
IEUR iShares Core MSCI Europe ETF | $17,685,066 | $74,012 ▼ | -0.4% | 267,146 | 0.9% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $16,972,668 | $433,340 ▼ | -2.5% | 613,396 | 0.9% | ETF |
SCHF Schwab International Equity ETF | $16,381,714 | $166,059 ▼ | -1.0% | 741,254 | 0.9% | ETF |
VIG Vanguard Dividend Appreciation ETF | $12,397,082 | | 0.0% | 60,571 | 0.6% | ETF |
VBR Vanguard Small-Cap Value ETF | $11,478,289 | $39,392 ▼ | -0.3% | 58,860 | 0.6% | ETF |
VBK Vanguard Small-Cap Growth ETF | $11,375,034 | $44,587 ▼ | -0.4% | 41,074 | 0.6% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $11,248,886 | $1,042,548 ▲ | 10.2% | 188,077 | 0.6% | ETF |
IPAC iShares Core MSCI Pacific ETF | $9,819,910 | $62,586 ▲ | 0.6% | 142,939 | 0.5% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $9,214,346 | $264,370 ▲ | 3.0% | 193,823 | 0.5% | ETF |
GOOGL Alphabet | $9,063,665 | $8,975,550 ▲ | 10,186.2% | 51,431 | 0.5% | Computer and Technology |
SCHE Schwab Emerging Markets Equity ETF | $8,738,551 | $199,045 ▼ | -2.2% | 289,932 | 0.5% | ETF |
GOOG Alphabet | $8,636,172 | $8,263,656 ▲ | 2,218.3% | 48,685 | 0.5% | Computer and Technology |
IWB iShares Russell 1000 ETF | $8,515,737 | $18,337 ▼ | -0.2% | 25,078 | 0.4% | ETF |
AAPL Apple | $7,755,426 | $2,482,557 ▲ | 47.1% | 37,800 | 0.4% | Computer and Technology |
IWF iShares Russell 1000 Growth ETF | $7,610,172 | $33,966 ▼ | -0.4% | 17,924 | 0.4% | ETF |
VSGX Vanguard ESG International Stock ETF | $7,399,640 | $310,993 ▲ | 4.4% | 112,972 | 0.4% | ETF |
ZG Zillow Group | $7,356,922 | $1,164 ▲ | 0.0% | 107,416 | 0.4% | Finance |
AMZN Amazon.com | $7,261,809 | $1,228,584 ▲ | 20.4% | 33,100 | 0.4% | Retail/Wholesale |
NVDA NVIDIA | $6,840,047 | $5,607,720 ▲ | 455.1% | 43,294 | 0.4% | Computer and Technology |
META Meta Platforms | $6,793,548 | $2,438,710 ▲ | 56.0% | 9,204 | 0.4% | Computer and Technology |
CMF iShares California Muni Bond ETF | $6,633,506 | $185,670 ▼ | -2.7% | 119,008 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $6,076,465 | $5,520,408 ▲ | 992.8% | 9,835 | 0.3% | Finance |
IJR iShares Core S&P Small-Cap ETF | $5,669,091 | $102,733 ▲ | 1.8% | 51,872 | 0.3% | ETF |
ISHARES BITCOIN TRUST ETF
| $5,451,914 | $3,682,945 ▲ | 208.2% | 89,069 | 0.3% | SHS BEN INT |
SCHA Schwab US Small-Cap ETF | $5,395,570 | $296,465 ▼ | -5.2% | 213,264 | 0.3% | ETF |
PALANTIR TECHNOLOGIES INC
| $5,305,166 | $1,365,518 ▲ | 34.7% | 38,917 | 0.3% | CL A |
VOOV Vanguard S&P 500 Value ETF | $5,286,334 | | 0.0% | 28,013 | 0.3% | ETF |
ICF iShares Select U.S. REIT ETF | $5,263,614 | $33,149 ▼ | -0.6% | 86,063 | 0.3% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $5,019,149 | $23,462 ▲ | 0.5% | 33,372 | 0.3% | Manufacturing |
BRK.B Berkshire Hathaway | $4,894,133 | $423,106 ▲ | 9.5% | 10,075 | 0.3% | Finance |
PALANTIR TECHNOLOGIES INC
| $4,703,040 | $763,392 ▲ | 19.4% | 34,500 | 0.2% | PUT |
TMUS T-Mobile US | $4,612,765 | $3,969,456 ▲ | 617.0% | 19,360 | 0.2% | Computer and Technology |
CRM Salesforce | $4,508,969 | $2,981,892 ▲ | 195.3% | 16,535 | 0.2% | Computer and Technology |
ISHARES BITCOIN TRUST ETF
| $4,498,935 | $2,729,966 ▲ | 154.3% | 73,500 | 0.2% | PUT |
SUSA iShares MSCI USA ESG Select ETF | $4,455,263 | $312,692 ▼ | -6.6% | 35,150 | 0.2% | ETF |
COST Costco Wholesale | $4,079,478 | $36,627 ▲ | 0.9% | 4,121 | 0.2% | Retail/Wholesale |
ESGD iShares ESG Aware MSCI EAFE ETF | $3,976,090 | $12,402 ▲ | 0.3% | 44,565 | 0.2% | Manufacturing |
QQQ Invesco QQQ | $3,861,480 | $165,492 ▲ | 4.5% | 7,000 | 0.2% | Finance |
TSLA Tesla | $3,844,973 | $2,193,134 ▲ | 132.8% | 12,104 | 0.2% | Auto/Tires/Trucks |
META Meta Platforms | $3,764,259 | $590,472 ▼ | -13.6% | 5,100 | 0.2% | Computer and Technology |
AVGO Broadcom | $3,716,314 | $3,357,969 ▲ | 937.1% | 13,482 | 0.2% | Computer and Technology |
IVE iShares S&P 500 Value ETF | $3,211,337 | $325,179 ▼ | -9.2% | 16,433 | 0.2% | ETF |
DFSI Dimensional International Sustainability Core 1 ETF | $3,168,525 | $339,281 ▲ | 12.0% | 80,399 | 0.2% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $3,059,810 | $999,055 ▲ | 48.5% | 22,615 | 0.2% | Manufacturing |
VGSH Vanguard Short-Term Treasury ETF | $3,036,634 | $587,976 ▼ | -16.2% | 51,661 | 0.2% | ETF |
SPIP SPDR Portfolio TIPS ETF | $3,002,269 | $50,739 ▲ | 1.7% | 115,206 | 0.2% | ETF |
MSFT Microsoft | $2,934,719 | $596,892 ▲ | 25.5% | 5,900 | 0.2% | Computer and Technology |
VGT Vanguard Information Technology ETF | $2,875,162 | $263,308 ▲ | 10.1% | 4,335 | 0.2% | ETF |
IAU iShares Gold Trust | $2,868,623 | $299,640 ▲ | 11.7% | 46,001 | 0.1% | Finance |
CMG Chipotle Mexican Grill | $2,389,127 | $1,165,057 ▲ | 95.2% | 42,549 | 0.1% | Retail/Wholesale |
TSM Taiwan Semiconductor Manufacturing | $2,298,648 | $2,140,105 ▲ | 1,349.9% | 10,149 | 0.1% | Computer and Technology |
CRM Salesforce | $2,290,596 | $763,532 ▲ | 50.0% | 8,400 | 0.1% | Computer and Technology |
UBER Uber Technologies | $2,275,494 | $1,799,664 ▲ | 378.2% | 24,389 | 0.1% | Computer and Technology |
SNOW Snowflake | $2,234,791 | $1,160,695 ▲ | 108.1% | 9,987 | 0.1% | Computer and Technology |
CAT Caterpillar | $2,080,310 | $776 ▲ | 0.0% | 5,359 | 0.1% | Industrials |
SCHX Schwab US Large-Cap ETF | $1,835,409 | $28,619 ▼ | -1.5% | 75,099 | 0.1% | ETF |
VOOG Vanguard S&P 500 Growth ETF | $1,830,033 | | 0.0% | 4,615 | 0.1% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $1,766,420 | $53,180 ▼ | -2.9% | 16,176 | 0.1% | ETF |
ORCL Oracle | $1,629,888 | $142,328 ▼ | -8.0% | 7,455 | 0.1% | Computer and Technology |
IEMG iShares Core MSCI Emerging Markets ETF | $1,624,652 | $131,406 ▲ | 8.8% | 27,064 | 0.1% | ETF |
IYR iShares U.S. Real Estate ETF | $1,621,326 | $206,125 ▲ | 14.6% | 17,108 | 0.1% | ETF |
PTON Peloton Interactive | $1,603,134 | $523,963 ▼ | -24.6% | 230,999 | 0.1% | Consumer Discretionary |
SPHY SPDR Portfolio High Yield Bond ETF | $1,597,932 | | 0.0% | 67,140 | 0.1% | ETF |
AXP American Express | $1,590,435 | | 0.0% | 4,986 | 0.1% | Finance |
IWM iShares Russell 2000 ETF | $1,487,606 | $93,650 ▼ | -5.9% | 6,894 | 0.1% | Finance |
BRK.A Berkshire Hathaway | $1,457,600 | $728,800 ▲ | 100.0% | 2 | 0.1% | Finance |
EZU iShares MSCI Eurozone ETF | $1,453,731 | | 0.0% | 24,453 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $1,447,220 | $10,147 ▼ | -0.7% | 4,992 | 0.1% | Finance |
QCOM QUALCOMM | $1,433,022 | $859,686 ▲ | 149.9% | 8,998 | 0.1% | Computer and Technology |
TSLA Tesla | $1,397,704 | $254,128 ▼ | -15.4% | 4,400 | 0.1% | Auto/Tires/Trucks |
XLK Technology Select Sector SPDR Fund | $1,380,188 | $6,331 ▼ | -0.5% | 5,450 | 0.1% | ETF |
SBUX Starbucks | $1,359,962 | $79,168 ▼ | -5.5% | 14,842 | 0.1% | Retail/Wholesale |
