SCHV Schwab U.S. Large-Cap Value ETF | $122,837,311 | $3,626,098 ▲ | 3.0% | 4,439,368 | 10.9% | ETF |
SCHF Schwab International Equity ETF | $106,943,940 | $7,897,568 ▲ | 8.0% | 4,839,092 | 9.5% | ETF |
FNDX Schwab Fundamental U.S. Large Company ETF | $64,270,399 | $1,783,371 ▲ | 2.9% | 2,619,006 | 5.7% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $53,590,469 | $186,301 ▲ | 0.3% | 1,834,662 | 4.8% | ETF |
BSV Vanguard Short-Term Bond ETF | $53,513,766 | $2,812,658 ▲ | 5.5% | 679,972 | 4.7% | ETF |
NVDA NVIDIA | $47,575,398 | $584,089 ▲ | 1.2% | 301,129 | 4.2% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $44,891,357 | $729,557 ▲ | 1.7% | 787,430 | 4.0% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $39,500,085 | $4,110,530 ▼ | -9.4% | 1,408,203 | 3.5% | ETF |
SCHA Schwab US Small-Cap ETF | $33,180,484 | $572,514 ▼ | -1.7% | 1,311,482 | 2.9% | ETF |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $32,278,064 | $1,814,600 ▲ | 6.0% | 1,069,164 | 2.9% | ETF |
SCHB Schwab US Broad Market ETF | $27,650,181 | $273,497 ▼ | -1.0% | 1,160,310 | 2.5% | ETF |
NOW ServiceNow | $24,733,549 | $143,931 ▲ | 0.6% | 24,058 | 2.2% | Computer and Technology |
EVI EVI Industries | $22,321,066 | | 0.0% | 1,022,495 | 2.0% | Industrials |
ABM ABM Industries | $22,215,610 | | 0.0% | 470,570 | 2.0% | Business Services |
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF | $21,240,529 | $2,185,185 ▲ | 11.5% | 448,492 | 1.9% | ETF |
PYLD PIMCO Multi Sector Bond Active ETF | $21,094,369 | $839,009 ▲ | 4.1% | 794,814 | 1.9% | ETF |
SPYX SPDR S&P Fossil Fuel Reserves Free ETF | $20,735,724 | $343,013 ▲ | 1.7% | 407,142 | 1.8% | ETF |
FNDA Schwab Fundamental U.S. Small Company ETF | $17,805,615 | $390,127 ▲ | 2.2% | 621,487 | 1.6% | ETF |
VB Vanguard Small-Cap ETF | $17,186,972 | $198,826 ▲ | 1.2% | 72,525 | 1.5% | ETF |
ESGV Vanguard ESG U.S. Stock ETF | $17,085,943 | $1,115,147 ▲ | 7.0% | 155,837 | 1.5% | ETF |
VTV Vanguard Value ETF | $16,045,301 | $493,457 ▲ | 3.2% | 90,785 | 1.4% | ETF |
VUG Vanguard Growth ETF | $15,848,259 | $363,874 ▲ | 2.3% | 36,150 | 1.4% | ETF |
DSI iShares ESG MSCI KLD 400 ETF | $15,149,786 | $217,916 ▲ | 1.5% | 130,422 | 1.3% | ETF |
VO Vanguard Mid-Cap ETF | $13,322,403 | $507,051 ▲ | 4.0% | 47,609 | 1.2% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $13,074,206 | $912,864 ▲ | 7.5% | 420,528 | 1.2% | ETF |
IGV iShares Expanded Tech-Software Sector ETF | $12,774,191 | $1,469,165 ▲ | 13.0% | 116,659 | 1.1% | ETF |
AAPL Apple | $11,516,621 | $824,580 ▲ | 7.7% | 56,132 | 1.0% | Computer and Technology |
DUHP Dimensional US High Profitability ETF | $11,425,546 | $292,801 ▲ | 2.6% | 321,303 | 1.0% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $10,480,718 | $533,800 ▲ | 5.4% | 135,515 | 0.9% | ETF |
SBUX Starbucks | $9,987,368 | $31,062 ▼ | -0.3% | 108,997 | 0.9% | Retail/Wholesale |
DFAC Dimensional U.S. Core Equity 2 ETF | $9,479,348 | $383,058 ▲ | 4.2% | 264,491 | 0.8% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $7,769,753 | $732,130 ▲ | 10.4% | 257,789 | 0.7% | ETF |
DFLV Dimensional US Large Cap Value ETF | $7,544,795 | $212,332 ▲ | 2.9% | 243,224 | 0.7% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $7,449,451 | $362,572 ▼ | -4.6% | 116,928 | 0.7% | ETF |
MSFT Microsoft | $6,656,300 | $56,704 ▼ | -0.8% | 13,382 | 0.6% | Computer and Technology |
AGG iShares Core U.S. Aggregate Bond ETF | $6,215,772 | $258,714 ▼ | -4.0% | 62,659 | 0.6% | Finance |
IJT iShares S&P Small-Cap 600 Growth ETF | $5,885,823 | | 0.0% | 44,241 | 0.5% | ETF |
DFUS Dimensional U.S. Equity ETF | $5,828,019 | $170,835 ▼ | -2.8% | 86,959 | 0.5% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $5,568,448 | $1,227,987 ▼ | -18.1% | 67,203 | 0.5% | Manufacturing |
JAVA JPMorgan Active Value ETF | $5,330,362 | $160,802 ▲ | 3.1% | 81,380 | 0.5% | ETF |
METV Roundhill Ball Metaverse ETF | $5,284,920 | $109,241 ▲ | 2.1% | 7,160 | 0.5% | ETF |
EFA iShares MSCI EAFE ETF | $4,510,467 | $81,703 ▲ | 1.8% | 50,458 | 0.4% | Finance |
VBK Vanguard Small-Cap Growth ETF | $4,398,638 | | 0.0% | 15,883 | 0.4% | ETF |
IVV iShares Core S&P 500 ETF | $4,295,351 | $324,728 ▼ | -7.0% | 6,918 | 0.4% | ETF |
MU Micron Technology | $3,891,003 | $84,426 ▲ | 2.2% | 31,570 | 0.3% | Computer and Technology |
AMZN Amazon.com | $3,587,465 | $150,063 ▲ | 4.4% | 16,352 | 0.3% | Retail/Wholesale |
SPY SPDR S&P 500 ETF Trust | $3,530,438 | $87,118 ▼ | -2.4% | 5,714 | 0.3% | Finance |
BRK.B Berkshire Hathaway | $3,499,001 | $54,406 ▲ | 1.6% | 7,203 | 0.3% | Finance |
CHAT Roundhill Generative AI & Technology ETF | $3,200,602 | $972,966 ▲ | 43.7% | 65,613 | 0.3% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $2,712,546 | $488,768 ▼ | -15.3% | 51,413 | 0.2% | Manufacturing |
VWO Vanguard FTSE Emerging Markets ETF | $2,666,671 | $46,195 ▲ | 1.8% | 53,916 | 0.2% | ETF |
IWB iShares Russell 1000 ETF | $2,410,318 | $136,510 ▼ | -5.4% | 7,098 | 0.2% | ETF |
VTI Vanguard Total Stock Market ETF | $2,232,060 | $17,324 ▲ | 0.8% | 7,344 | 0.2% | ETF |
IVE iShares S&P 500 Value ETF | $2,101,421 | $66,445 ▼ | -3.1% | 10,753 | 0.2% | ETF |
GPRO GoPro | $2,043,820 | $121,075 ▲ | 6.3% | 11,597 | 0.2% | Consumer Discretionary |
CGGR Capital Group Growth ETF | $2,012,974 | $82,763 ▲ | 4.3% | 49,520 | 0.2% | ETF |
LHX L3Harris Technologies | $1,942,254 | | 0.0% | 7,743 | 0.2% | Aerospace |
TSM Taiwan Semiconductor Manufacturing | $1,767,528 | | 0.0% | 7,804 | 0.2% | Computer and Technology |
ORCL Oracle | $1,758,347 | $89,196 ▲ | 5.3% | 8,043 | 0.2% | Computer and Technology |
NFLX Netflix | $1,724,799 | | 0.0% | 1,288 | 0.2% | Consumer Discretionary |
HD Home Depot | $1,695,045 | $38,865 ▲ | 2.3% | 4,623 | 0.2% | Retail/Wholesale |
UPST Upstart | $1,682,521 | $508,191 ▲ | 43.3% | 26,013 | 0.1% | Finance |
QCOM QUALCOMM | $1,645,610 | $20,385 ▲ | 1.3% | 10,333 | 0.1% | Computer and Technology |
ISHARES BITCOIN TRUST ETF
| $1,414,379 | $892,013 ▲ | 170.8% | 23,107 | 0.1% | SHS BEN INT |
TSLA Tesla | $1,403,479 | $55,593 ▲ | 4.1% | 4,418 | 0.1% | Auto/Tires/Trucks |
VGK Vanguard FTSE Europe ETF | $1,379,500 | $78,663 ▲ | 6.0% | 17,800 | 0.1% | ETF |
DFSV Dimensional US Small Cap Value ETF | $1,374,564 | $148,181 ▼ | -9.7% | 46,706 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $1,314,204 | $69,871 ▲ | 5.6% | 4,533 | 0.1% | Finance |
DFAE Dimensional Emerging Core Equity Market ETF | $1,270,463 | $7,209 ▲ | 0.6% | 43,885 | 0.1% | ETF |
IVW iShares S&P 500 Growth ETF | $1,260,611 | $318,291 ▼ | -20.2% | 11,450 | 0.1% | ETF |
JNJ Johnson & Johnson | $1,229,049 | $3,208 ▲ | 0.3% | 8,046 | 0.1% | Medical |
CRM Salesforce | $1,195,068 | $283,021 ▼ | -19.1% | 4,383 | 0.1% | Computer and Technology |
VOOV Vanguard S&P 500 Value ETF | $1,154,280 | | 0.0% | 6,117 | 0.1% | ETF |
EEM iShares MSCI Emerging Markets ETF | $1,126,645 | $1,126,645 ▲ | New Holding | 23,355 | 0.1% | Finance |
ETN Eaton | $1,095,602 | $11,067 ▼ | -1.0% | 3,069 | 0.1% | Industrials |
VRT Vertiv | $1,051,806 | $9,631 ▼ | -0.9% | 8,191 | 0.1% | Computer and Technology |
PALANTIR TECHNOLOGIES INC
| $1,024,717 | $6,816 ▼ | -0.7% | 7,517 | 0.1% | CL A |
V Visa | $1,013,010 | $159,426 ▼ | -13.6% | 2,853 | 0.1% | Business Services |
IJH iShares Core S&P Mid-Cap ETF | $924,364 | $223,835 ▼ | -19.5% | 14,904 | 0.1% | ETF |
SCHW Charles Schwab | $908,568 | $58,850 ▼ | -6.1% | 9,958 | 0.1% | Finance |
COST Costco Wholesale | $904,930 | $6,931 ▲ | 0.8% | 914 | 0.1% | Retail/Wholesale |
NOBL ProShares S&P 500 Aristocrats ETF | $883,567 | | 0.0% | 8,774 | 0.1% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $871,824 | $41,077 ▲ | 4.9% | 29,374 | 0.1% | ETF |
SCHK Schwab 1000 Index ETF | $862,799 | $318,652 ▲ | 58.6% | 28,934 | 0.1% | ETF |
LLY Eli Lilly and Company | $798,370 | $52,237 ▼ | -6.1% | 1,024 | 0.1% | Medical |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $783,684 | $2,026 ▲ | 0.3% | 5,803 | 0.1% | ETF |
WMT Walmart | $728,847 | $4,302 ▲ | 0.6% | 7,454 | 0.1% | Retail/Wholesale |
BRK.A Berkshire Hathaway | $728,800 | | 0.0% | 1 | 0.1% | Finance |
IJR iShares Core S&P Small-Cap ETF | $724,112 | $72,673 ▲ | 11.2% | 6,626 | 0.1% | ETF |
BAC Bank of America | $707,159 | $109,358 ▲ | 18.3% | 14,944 | 0.1% | Finance |
PCG Pacific Gas & Electric | $690,016 | $135,594 ▲ | 24.5% | 49,499 | 0.1% | Utilities |
CSCO Cisco Systems | $689,901 | $29,139 ▲ | 4.4% | 9,944 | 0.1% | Computer and Technology |
CVX Chevron | $664,882 | $16,468 ▲ | 2.5% | 4,643 | 0.1% | Energy |
IRBO iShares Robotics and Artificial Intelligence Multisector ETF | $656,574 | $392,124 ▲ | 148.3% | 16,014 | 0.1% | Manufacturing |
ADBE Adobe | $635,644 | $49,521 ▲ | 8.4% | 1,643 | 0.1% | Computer and Technology |
SCHD Schwab US Dividend Equity ETF | $601,349 | | 0.0% | 22,692 | 0.1% | ETF |
VSGX Vanguard ESG International Stock ETF | $585,393 | $585,393 ▲ | New Holding | 8,937 | 0.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $570,237 | $125,264 ▼ | -18.0% | 2,786 | 0.1% | ETF |
DFAI Dimensional International Core Equity Market ETF | $559,218 | $3,457 ▲ | 0.6% | 16,176 | 0.0% | ETF |
PG Procter & Gamble | $549,495 | $50,664 ▲ | 10.2% | 3,449 | 0.0% | Consumer Staples |
