VTV Vanguard Value ETF | $211,793,971 | $209,831,971 ▲ | 10,694.8% | 1,079,480 | 12.7% | ETF |
VUG Vanguard Growth ETF | $192,894,387 | $188,351,770 ▲ | 4,146.3% | 441,618 | 11.6% | ETF |
VV Vanguard Large-Cap ETF | $128,773,712 | $40,345 ▼ | 0.0% | 430,897 | 7.7% | ETF |
VGK Vanguard FTSE Europe ETF | $83,005,835 | $1,059,802 ▲ | 1.3% | 1,006,986 | 5.0% | ETF |
VTI Vanguard Total Stock Market ETF | $82,872,695 | $784,702 ▲ | 1.0% | 258,323 | 5.0% | ETF |
VPL Vanguard FTSE Pacific ETF | $61,274,678 | $424,148 ▼ | -0.7% | 626,979 | 3.7% | ETF |
IEF iShares 7-10 Year Treasury Bond ETF | $58,148,527 | $58,148,527 ▲ | New Holding | 609,268 | 3.5% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $54,980,059 | $8,846,544 ▲ | 19.2% | 1,100,702 | 3.3% | Manufacturing |
MSFT Microsoft | $52,275,300 | $49,795,166 ▲ | 2,007.8% | 141,220 | 3.1% | Computer and Technology |
VB Vanguard Small-Cap ETF | $44,082,801 | $43,742,304 ▲ | 12,846.6% | 168,306 | 2.6% | ETF |
VOO Vanguard S&P 500 ETF | $33,782,238 | $427,843 ▼ | -1.3% | 56,535 | 2.0% | ETF |
VNQ Vanguard Real Estate ETF | $33,339,538 | $205,784 ▲ | 0.6% | 375,869 | 2.0% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $31,617,265 | $352,376 ▼ | -1.1% | 493,403 | 1.9% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $28,352,631 | $351,055 ▲ | 1.3% | 524,563 | 1.7% | ETF |
AAPL Apple | $26,732,399 | $19,575,538 ▲ | 273.5% | 105,333 | 1.6% | Computer and Technology |
ESGV Vanguard ESG U.S. Stock ETF | $26,691,716 | $677,886 ▲ | 2.6% | 237,746 | 1.6% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $26,256,033 | $481,140 ▼ | -1.8% | 901,340 | 1.6% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $24,277,525 | $24,011,675 ▲ | 9,032.0% | 237,433 | 1.5% | Manufacturing |
VANGUARD INSTL INDEX FD
| $22,906,376 | $22,906,376 ▲ | New Holding | 302,794 | 1.4% | 0-3 MO TREAS BIL |
AMZN Amazon.com | $22,765,786 | $16,725,956 ▲ | 276.9% | 109,309 | 1.4% | Retail/Wholesale |
QQQ Invesco QQQ | $19,699,724 | $14,735,978 ▲ | 296.9% | 34,131 | 1.2% | Finance |
IEUR iShares Core MSCI Europe ETF | $18,520,502 | $210,951 ▼ | -1.1% | 263,562 | 1.1% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $18,014,886 | $378,871 ▼ | -2.1% | 590,652 | 1.1% | ETF |
SCHF Schwab International Equity ETF | $17,159,225 | $797,915 ▼ | -4.4% | 693,302 | 1.0% | ETF |
GOOGL Alphabet | $15,008,021 | $14,576,682 ▲ | 3,379.4% | 52,191 | 0.9% | Computer and Technology |
GOOG Alphabet | $14,457,747 | $13,425,051 ▲ | 1,300.0% | 50,400 | 0.9% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $13,097,931 | | 0.0% | 60,904 | 0.8% | ETF |
VBR Vanguard Small-Cap Value ETF | $12,432,132 | $58,223 ▼ | -0.5% | 57,225 | 0.7% | ETF |
VBK Vanguard Small-Cap Growth ETF | $12,254,122 | $29,318 ▼ | -0.2% | 40,543 | 0.7% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $11,814,244 | $11,814,244 ▲ | New Holding | 198,392 | 0.7% | ETF |
Z Zillow Group | $10,834,278 | $332,819 ▼ | -3.0% | 261,824 | 0.6% | Computer and Technology |
IPAC iShares Core MSCI Pacific ETF | $10,733,053 | $310,937 ▼ | -2.8% | 140,283 | 0.6% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $9,110,016 | $250,321 ▼ | -2.7% | 276,480 | 0.5% | ETF |
VSGX Vanguard ESG International Stock ETF | $9,000,968 | $377,228 ▲ | 4.4% | 125,484 | 0.5% | ETF |
NVDA NVIDIA | $8,483,705 | $7,297,783 ▲ | 615.4% | 48,645 | 0.5% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $7,396,367 | $7,006,160 ▲ | 1,795.5% | 11,373 | 0.4% | Finance |
IWF iShares Russell 1000 Growth ETF | $6,830,502 | $51,594 ▼ | -0.7% | 16,019 | 0.4% | ETF |
CMF iShares California Muni Bond ETF | $6,715,223 | $6,715,223 ▲ | New Holding | 118,101 | 0.4% | ETF |
META Meta Platforms | $6,252,823 | $2,591,183 ▲ | 70.8% | 10,929 | 0.4% | Computer and Technology |
IJR iShares Core S&P Small-Cap ETF | $6,233,774 | $4,742,054 ▲ | 317.9% | 50,147 | 0.4% | ETF |
IWB iShares Russell 1000 ETF | $6,206,997 | $28,168 ▼ | -0.5% | 17,408 | 0.4% | ETF |
VOOV Vanguard S&P 500 Value ETF | $5,708,770 | $267,576 ▲ | 4.9% | 28,013 | 0.3% | ETF |
SCHA Schwab US Small-Cap ETF | $5,621,997 | $295,452 ▼ | -5.0% | 193,329 | 0.3% | ETF |
IAU iShares Gold Trust | $5,614,558 | $418,848 ▲ | 8.1% | 63,686 | 0.3% | Finance |
ICF iShares Select U.S. REIT ETF | $5,440,008 | $66,656 ▲ | 1.2% | 87,898 | 0.3% | ETF |
TSLA Tesla | $5,258,794 | $3,660,263 ▲ | 229.0% | 14,146 | 0.3% | Auto/Tires/Trucks |
BRK.B Berkshire Hathaway | $5,127,440 | $244,392 ▲ | 5.0% | 10,700 | 0.3% | Finance |
ESGD iShares ESG Aware MSCI EAFE ETF | $4,728,601 | $86,345 ▲ | 1.9% | 49,452 | 0.3% | Manufacturing |
IUSG iShares Core S&P U.S. Growth ETF | $4,653,456 | $38,933 ▲ | 0.8% | 30,001 | 0.3% | Manufacturing |
SUSA iShares MSCI USA ESG Select ETF | $4,579,247 | $318,757 ▲ | 7.5% | 34,665 | 0.3% | ETF |
COST Costco Wholesale | $4,185,664 | $61,774 ▲ | 1.5% | 4,201 | 0.3% | Retail/Wholesale |
ZG Zillow Group | $4,064,788 | $408,105 ▼ | -9.1% | 98,207 | 0.2% | Finance |
DFSI Dimensional International Sustainability Core 1 ETF | $3,953,970 | $308,078 ▲ | 8.5% | 93,254 | 0.2% | ETF |
CAT Caterpillar | $3,869,285 | $232,355 ▲ | 6.4% | 5,462 | 0.2% | Industrials |
TMUS T-Mobile US | $3,602,083 | $3,034,991 ▲ | 535.2% | 17,150 | 0.2% | Computer and Technology |
TSM Taiwan Semiconductor Manufacturing | $3,464,664 | $2,754,969 ▲ | 388.2% | 10,252 | 0.2% | Computer and Technology |
VGT Vanguard Information Technology ETF | $3,218,005 | $88,614 ▲ | 2.8% | 4,612 | 0.2% | ETF |
IVE iShares S&P 500 Value ETF | $3,176,119 | | 0.0% | 15,042 | 0.2% | ETF |
SPIP SPDR Portfolio TIPS ETF | $3,144,531 | $50,459 ▼ | -1.6% | 120,897 | 0.2% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $3,123,968 | $9,475 ▲ | 0.3% | 22,090 | 0.2% | Manufacturing |
ISHARES BITCOIN TRUST ETF
| $3,119,436 | $184,147 ▲ | 6.3% | 81,193 | 0.2% | SHS BEN INT |
AMERICAN EXCEPTIONALISM ACQU
| $2,536,744 | $1,277,301 ▲ | 101.4% | 234,233 | 0.2% | ORD CL A |
SCHW Charles Schwab | $1,873,443 | $1,873,443 ▲ | New Holding | 19,934 | 0.1% | Finance |
IYR iShares U.S. Real Estate ETF | $1,778,012 | $152,904 ▲ | 9.4% | 18,803 | 0.1% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $1,774,346 | | 0.0% | 16,176 | 0.1% | ETF |
UBER Uber Technologies | $1,759,264 | $1,234,175 ▲ | 235.0% | 24,458 | 0.1% | Computer and Technology |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $1,718,676 | $25,156 ▲ | 1.5% | 36,552 | 0.1% | ETF |
IWV iShares Russell 3000 ETF | $1,715,508 | $323,975 ▼ | -15.9% | 4,628 | 0.1% | ETF |
LLY Eli Lilly and Company | $1,683,180 | $207,868 ▲ | 14.1% | 1,830 | 0.1% | Medical |
VOOG Vanguard S&P 500 Growth ETF | $1,662,153 | $602,158 ▲ | 56.8% | 4,077 | 0.1% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $1,651,820 | $28,807 ▲ | 1.8% | 23,682 | 0.1% | ETF |
PALANTIR TECHNOLOGIES INC
| $1,622,995 | $15,360 ▼ | -0.9% | 11,095 | 0.1% | CL A |
SPHY SPDR Portfolio High Yield Bond ETF | $1,563,443 | | 0.0% | 67,043 | 0.1% | ETF |
AXP American Express | $1,559,890 | $6,050 ▼ | -0.4% | 5,157 | 0.1% | Finance |
AVGO Broadcom | $1,505,204 | $607,591 ▲ | 67.7% | 4,863 | 0.1% | Computer and Technology |
EZU iShares MSCI Eurozone ETF | $1,501,607 | | 0.0% | 23,972 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $1,494,936 | $1,171,357 ▲ | 362.0% | 5,082 | 0.1% | Finance |
IWD iShares Russell 1000 Value ETF | $1,446,760 | | 0.0% | 6,771 | 0.1% | ETF |
XLK Technology Select Sector SPDR Fund | $1,428,321 | $1,215,674 ▲ | 571.7% | 10,747 | 0.1% | ETF |
IEFA iShares Core MSCI EAFE ETF | $1,402,672 | $537,296 ▲ | 62.1% | 15,494 | 0.1% | ETF |
CMG Chipotle Mexican Grill | $1,360,393 | | 0.0% | 42,499 | 0.1% | Retail/Wholesale |
ISHARES ETHEREUM TR
| $1,309,474 | $559,132 ▲ | 74.5% | 82,721 | 0.1% | SHS |
DFUV Dimensional US Marketwide Value ETF | $1,288,940 | | 0.0% | 26,598 | 0.1% | ETF |
EXPE Expedia Group | $1,278,669 | $17,086 ▼ | -1.3% | 5,538 | 0.1% | Retail/Wholesale |
CRM Salesforce | $1,273,103 | $209,073 ▲ | 19.6% | 6,820 | 0.1% | Computer and Technology |
COPX Global X Copper Miners ETF | $1,258,401 | $533,916 ▲ | 73.7% | 16,482 | 0.1% | ETF |
SNOW Snowflake | $1,235,820 | $602,376 ▲ | 95.1% | 8,194 | 0.1% | Computer and Technology |
VEU Vanguard FTSE All-World ex-US ETF | $1,219,099 | $27,637 ▲ | 2.3% | 16,233 | 0.1% | ETF |
NFLX Netflix | $1,197,453 | $53,844 ▼ | -4.3% | 12,454 | 0.1% | Consumer Discretionary |
IWM iShares Russell 2000 ETF | $1,138,175 | $218,756 ▲ | 23.8% | 4,589 | 0.1% | Finance |
ORCL Oracle | $1,137,455 | $113,422 ▲ | 11.1% | 7,732 | 0.1% | Computer and Technology |
QCOM Qualcomm | $1,127,469 | $13,779 ▼ | -1.2% | 8,755 | 0.1% | Computer and Technology |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $1,090,253 | $1,090,253 ▲ | New Holding | 20,743 | 0.1% | Manufacturing |
BA Boeing | $1,087,322 | $888,288 ▲ | 446.3% | 5,463 | 0.1% | Aerospace |
SCHX Schwab US Large-Cap ETF | $1,051,075 | $838,932 ▼ | -44.4% | 40,994 | 0.1% | ETF |
SBUX Starbucks | $1,041,701 | $15,320 ▼ | -1.4% | 11,627 | 0.1% | Retail/Wholesale |
EFA iShares MSCI EAFE ETF | $1,000,053 | $140,936 ▲ | 16.4% | 10,296 | 0.1% | Finance |
PTON Peloton Interactive | $984,547 | | 0.0% | 229,498 | 0.1% | Consumer Discretionary |
AR Antero Resources | $950,911 | | 0.0% | 22,406 | 0.1% | Energy |
MCD McDonald's | $944,070 | $19,888 ▲ | 2.2% | 3,038 | 0.1% | Retail/Wholesale |
