VTV Vanguard Value ETF | $237,366,573 | $2,115,447 â–² | 0.9% | 1,089,187 | 10.6% | ETF |
VUG Vanguard Growth ETF | $225,995,725 | $187,954,746 â–² | 494.1% | 2,623,586 | 10.1% | ETF |
VV Vanguard Large-Cap ETF | $148,182,060 | $7,566 â–¼ | 0.0% | 430,875 | 6.6% | ETF |
BND Vanguard Total Bond Market ETF | $132,710,613 | $132,710,613 â–² | New Holding | 1,807,800 | 5.9% | ETF |
VTI Vanguard Total Stock Market ETF | $95,159,961 | $429,987 â–¼ | -0.4% | 257,161 | 4.3% | ETF |
VGK Vanguard FTSE Europe ETF | $92,661,116 | $3,502,555 â–² | 3.9% | 1,046,545 | 4.2% | ETF |
VPL Vanguard FTSE Pacific ETF | $71,902,632 | $632,593 â–¼ | -0.9% | 621,511 | 3.2% | ETF |
IEF iShares 7-10 Year Treasury Bond ETF | $60,527,056 | $2,908,594 â–² | 5.0% | 640,024 | 2.7% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $58,084,862 | $2,796,605 â–² | 5.1% | 1,156,378 | 2.6% | ETF |
MSFT Microsoft | $52,097,087 | $580,792 â–¼ | -1.1% | 139,663 | 2.3% | Technology |
VB Vanguard Small-Cap ETF | $50,630,457 | $386,478 â–¼ | -0.8% | 167,031 | 2.3% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $47,785,265 | $47,785,265 â–² | New Holding | 1,020,835 | 2.1% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $45,816,742 | $45,816,742 â–² | New Holding | 905,827 | 2.1% | ETF |
SCHP Schwab U.S. TIPS ETF | $39,007,265 | $39,007,265 â–² | New Holding | 1,471,972 | 1.7% | ETF |
VNQ Vanguard Real Estate ETF | $37,099,074 | $853,985 â–² | 2.4% | 384,725 | 1.7% | ETF |
VOO Vanguard S&P 500 ETF | $35,754,653 | $3,074,163 â–¼ | -7.9% | 52,059 | 1.6% | ETF |
MUB iShares National Muni Bond ETF | $35,528,483 | $35,528,483 â–² | New Holding | 330,129 | 1.6% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $34,634,344 | $520,624 â–¼ | -1.5% | 486,096 | 1.6% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $33,656,054 | $3,154,701 â–² | 10.3% | 994,564 | 1.5% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $31,935,546 | $624,358 â–² | 2.0% | 535,023 | 1.4% | ETF |
ESGV Vanguard ESG U.S. Stock ETF | $31,066,739 | $372,784 â–¼ | -1.2% | 234,927 | 1.4% | ETF |
AAPL Apple | $29,804,532 | $674,495 â–¼ | -2.2% | 103,002 | 1.3% | Technology |
AMZN Amazon.com | $25,926,864 | $125,844 â–¼ | -0.5% | 108,781 | 1.2% | Consumer Discretionary |
IUSV iShares Core S&P U.S. Value ETF | $25,599,632 | $553,614 â–¼ | -2.1% | 232,407 | 1.1% | ETF |
QQQ Invesco QQQ | $24,633,061 | $500,747 â–¼ | -2.0% | 33,451 | 1.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $20,622,088 | $20,622,088 â–² | New Holding | 208,346 | 0.9% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $20,281,629 | $278,967 â–¼ | -1.4% | 582,638 | 0.9% | ETF |
IEUR iShares Core MSCI Europe ETF | $19,739,492 | $72,464 â–¼ | -0.4% | 262,598 | 0.9% | ETF |
VANGUARD INSTL INDEX FD
| $19,089,633 | $3,825,858 â–¼ | -16.7% | 252,241 | 0.9% | 0 3 MO TR BI ETF |
GOOGL Alphabet | $18,903,500 | $251,947 â–² | 1.4% | 52,896 | 0.8% | Communication Services |
SCHF Schwab International Equity ETF | $18,780,490 | $423,976 â–¼ | -2.2% | 677,996 | 0.8% | ETF |
GOOG Alphabet | $17,934,467 | $126,493 â–² | 0.7% | 50,758 | 0.8% | Communication Services |
VBK Vanguard Small-Cap Growth ETF | $14,733,688 | $92,888 â–¼ | -0.6% | 40,289 | 0.7% | ETF |
VIG Vanguard Dividend Appreciation ETF | $13,574,562 | $836,446 â–¼ | -5.8% | 57,369 | 0.6% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $12,120,037 | $418,876 â–² | 3.6% | 205,494 | 0.5% | ETF |
IPAC iShares Core MSCI Pacific ETF | $11,370,901 | $122,485 â–¼ | -1.1% | 138,788 | 0.5% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $9,937,231 | $9,937,231 â–² | New Holding | 209,602 | 0.4% | ETF |
VSGX Vanguard ESG International Stock ETF | $9,892,081 | $440,272 â–¼ | -4.3% | 120,137 | 0.4% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $9,854,344 | $170,821 â–¼ | -1.7% | 271,769 | 0.4% | ETF |
VBR Vanguard Small-Cap Value ETF | $9,671,002 | $4,234,101 â–¼ | -30.4% | 39,800 | 0.4% | ETF |
NVDA NVIDIA | $9,492,832 | $240,507 â–¼ | -2.5% | 47,443 | 0.4% | Technology |
SPY SPDR S&P 500 ETF Trust | $8,061,480 | $431,638 â–¼ | -5.1% | 10,795 | 0.4% | ETF |
IWF iShares Russell 1000 Growth ETF | $7,935,457 | $5,946,378 â–² | 299.0% | 63,908 | 0.4% | ETF |
IJR iShares Core S&P Small-Cap ETF | $7,269,563 | $167,739 â–¼ | -2.3% | 49,016 | 0.3% | ETF |
IWB iShares Russell 1000 ETF | $7,110,149 | $18,428 â–¼ | -0.3% | 17,363 | 0.3% | ETF |
SCHA Schwab US Small-Cap ETF | $6,911,588 | $73,380 â–¼ | -1.1% | 191,298 | 0.3% | ETF |
CMF iShares California Muni Bond ETF | $6,731,949 | $75,393 â–¼ | -1.1% | 116,793 | 0.3% | ETF |
META Meta Platforms | $6,656,413 | $500,203 â–² | 8.1% | 11,817 | 0.3% | Communication Services |
VGSH Vanguard Short-Term Treasury ETF | $6,551,574 | $6,551,574 â–² | New Holding | 112,570 | 0.3% | ETF |
Z Zillow Group | $6,515,468 | $1,737,225 â–¼ | -21.1% | 206,709 | 0.3% | Communication Services |
VOOV Vanguard S&P 500 Value ETF | $6,140,730 | | 0.0% | 28,013 | 0.3% | ETF |
ICF iShares Select U.S. REIT ETF | $6,001,419 | $56,877 â–² | 1.0% | 88,739 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $5,899,483 | $2,593,532 â–¼ | -30.5% | 7,900 | 0.3% | ETF |
VOOV Vanguard S&P 500 Value ETF | $5,852,907 | $287,823 â–¼ | -4.7% | 26,700 | 0.3% | ETF |
CAT Caterpillar | $5,837,938 | $21,299 â–² | 0.4% | 5,482 | 0.3% | Industrials |
TSLA Tesla | $5,694,525 | $255,305 â–¼ | -4.3% | 13,539 | 0.3% | Consumer Discretionary |
IUSG iShares Core S&P U.S. Growth ETF | $5,515,364 | $127,525 â–¼ | -2.3% | 29,323 | 0.2% | ETF |
BRK.B Berkshire Hathaway | $5,363,181 | $9,007 â–² | 0.2% | 10,718 | 0.2% | Finance |
SUSA iShares MSCI USA ESG Select ETF | $5,327,208 | $21,602 â–¼ | -0.4% | 34,525 | 0.2% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $5,127,649 | $43,489 â–² | 0.9% | 49,875 | 0.2% | ETF |
TSM Taiwan Semiconductor Manufacturing | $4,873,125 | $22,923 â–¼ | -0.5% | 10,204 | 0.2% | Technology |
IAU iShares Gold Trust | $4,815,198 | $6,267 â–² | 0.1% | 63,769 | 0.2% | ETF |
VGT Vanguard Information Technology ETF | $4,487,541 | $3,936,309 â–² | 714.1% | 37,546 | 0.2% | ETF |
DFSI Dimensional International Sustainability Core 1 ETF | $4,244,497 | $38,741 â–² | 0.9% | 94,113 | 0.2% | ETF |
VUG Vanguard Growth ETF | $4,083,036 | $33,957,939 â–¼ | -89.3% | 47,400 | 0.2% | ETF |
COST Costco Wholesale | $3,941,542 | $11,227 â–² | 0.3% | 4,213 | 0.2% | Consumer Staples |
ESGU iShares ESG Aware MSCI USA ETF | $3,576,845 | $38,626 â–¼ | -1.1% | 21,854 | 0.2% | ETF |
IVE iShares S&P 500 Value ETF | $3,415,437 | | 0.0% | 15,042 | 0.2% | ETF |
SPIP SPDR Portfolio TIPS ETF | $3,274,046 | $169,411 â–² | 5.5% | 127,494 | 0.1% | ETF |
AMERICAN EXCEPTIONALISM ACQU
| $3,153,458 | $384,824 â–² | 13.9% | 266,790 | 0.1% | ORD CL A |
MU Micron Technology | $2,721,479 | $1,247,633 â–² | 84.7% | 2,358 | 0.1% | Technology |
LLY Eli Lilly and Company | $2,221,572 | $26,390 â–² | 1.2% | 1,852 | 0.1% | Healthcare |
ISHARES BITCOIN TRUST ETF
| $2,127,664 | $575,251 â–¼ | -21.3% | 63,913 | 0.1% | SHS BEN INT |
VONG Vanguard Russell 1000 Growth ETF | $2,067,455 | | 0.0% | 16,176 | 0.1% | ETF |
VOOG Vanguard S&P 500 Growth ETF | $2,021,051 | $1,684,209 â–² | 500.0% | 24,462 | 0.1% | ETF |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $2,013,089 | $31,265 â–¼ | -1.5% | 35,993 | 0.1% | ETF |
XLK Technology Select Sector SPDR Fund | $2,009,859 | $37,724 â–¼ | -1.8% | 10,549 | 0.1% | ETF |
IWV iShares Russell 3000 ETF | $1,973,380 | | 0.0% | 4,628 | 0.1% | ETF |
ZG Zillow Group | $1,962,288 | $1,118,466 â–¼ | -36.3% | 62,553 | 0.1% | Communication Services |
IEMG iShares Core MSCI Emerging Markets ETF | $1,961,817 | | 0.0% | 23,682 | 0.1% | ETF |
IYR iShares U.S. Real Estate ETF | $1,909,928 | $12,679 â–¼ | -0.7% | 18,679 | 0.1% | ETF |
TMUS T-Mobile US | $1,887,864 | $988,801 â–¼ | -34.4% | 11,255 | 0.1% | Communication Services |
SNOW Snowflake | $1,861,159 | $224,215 â–¼ | -10.8% | 7,313 | 0.1% | Technology |
MSFT Microsoft | $1,827,798 | $50,850,086 â–¼ | -96.5% | 4,900 | 0.1% | Technology |
SCHW Charles Schwab | $1,763,140 | $76,217 â–¼ | -4.1% | 19,108 | 0.1% | Finance |
AXP American Express | $1,751,797 | $7,442 â–² | 0.4% | 5,179 | 0.1% | Finance |
JPM JPMorgan Chase & Co. | $1,745,250 | $81,829 â–² | 4.9% | 5,332 | 0.1% | Finance |
QQQ Invesco QQQ | $1,693,720 | $23,440,348 â–¼ | -93.3% | 2,300 | 0.1% | ETF |
EZU iShares MSCI Eurozone ETF | $1,666,054 | | 0.0% | 23,972 | 0.1% | ETF |
IWD iShares Russell 1000 Value ETF | $1,641,494 | | 0.0% | 6,771 | 0.1% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $1,624,667 | $265,153 â–² | 19.5% | 19,399 | 0.1% | ETF |
QCOM Qualcomm | $1,620,794 | $2,957 â–² | 0.2% | 8,771 | 0.1% | Technology |
AVGO Broadcom | $1,604,045 | $233,089 â–¼ | -12.7% | 4,246 | 0.1% | Technology |
SPHY SPDR Portfolio High Yield Bond ETF | $1,566,191 | $5,297 â–¼ | -0.3% | 66,817 | 0.1% | ETF |
UBER Uber Technologies | $1,527,700 | $237,190 â–¼ | -13.4% | 21,171 | 0.1% | Industrials |
IEFA iShares Core MSCI EAFE ETF | $1,496,411 | | 0.0% | 15,494 | 0.1% | ETF |
DFUV Dimensional US Marketwide Value ETF | $1,463,156 | | 0.0% | 26,598 | 0.1% | ETF |
CMG Chipotle Mexican Grill | $1,446,768 | $1,802 â–² | 0.1% | 42,552 | 0.1% | Consumer Discretionary |
EXPE Expedia Group | $1,417,064 | | 0.0% | 5,538 | 0.1% | Consumer Discretionary |
TXN Texas Instruments | $1,414,343 | $19,971 â–² | 1.4% | 4,745 | 0.1% | Technology |
