SPY SPDR S&P 500 ETF Trust | $54,289,859 | $5,962,987 ▲ | 12.3% | 103,791 | 14.1% | Finance |
QQQ Invesco QQQ | $45,861,310 | $2,029,124 ▲ | 4.6% | 103,289 | 11.9% | Finance |
EFA iShares MSCI EAFE ETF | $30,676,309 | $951,532 ▼ | -3.0% | 384,126 | 7.9% | Finance |
VOO Vanguard S&P 500 ETF | $22,929,149 | $1,731,980 ▲ | 8.2% | 47,699 | 5.9% | ETF |
CTAS Cintas | $22,562,464 | $6,198,305 ▲ | 37.9% | 32,841 | 5.8% | Industrial Products |
MDY SPDR S&P MidCap 400 ETF Trust | $21,772,924 | $1,121,696 ▲ | 5.4% | 39,132 | 5.6% | ETF |
IJR iShares Core S&P Small-Cap ETF | $19,787,189 | $807,791 ▲ | 4.3% | 179,037 | 5.1% | ETF |
DVY iShares Select Dividend ETF | $12,389,987 | $458,601 ▲ | 3.8% | 100,584 | 3.2% | ETF |
ICF iShares Cohen & Steers REIT ETF | $11,611,149 | $174,081 ▲ | 1.5% | 201,233 | 3.0% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $10,416,995 | $22,075 ▲ | 0.2% | 207,634 | 2.7% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $8,849,286 | $385,808 ▼ | -4.2% | 75,738 | 2.3% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $8,062,278 | $6,535,940 ▲ | 428.2% | 132,734 | 2.1% | ETF |
BSV Vanguard Short-Term Bond ETF | $7,287,609 | $615,121 ▲ | 9.2% | 95,052 | 1.9% | ETF |
AAPL Apple | $7,037,867 | $22,292 ▲ | 0.3% | 41,042 | 1.8% | Computer and Technology |
DIA SPDR Dow Jones Industrial Average ETF Trust | $5,010,671 | $21,877 ▲ | 0.4% | 12,597 | 1.3% | Finance |
VB Vanguard Small-Cap ETF | $4,438,798 | $39,318 ▲ | 0.9% | 19,418 | 1.1% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $3,869,412 | $189,484 ▲ | 5.1% | 61,099 | 1.0% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $3,778,365 | $615,068 ▲ | 19.4% | 118,259 | 1.0% | ETF |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $3,713,492 | $242,597 ▲ | 7.0% | 47,774 | 1.0% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $3,551,398 | $227,028 ▲ | 6.8% | 47,101 | 0.9% | ETF |
IWB iShares Russell 1000 ETF | $3,428,762 | $642,029 ▲ | 23.0% | 11,904 | 0.9% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $2,953,388 | $118,877 ▲ | 4.2% | 70,706 | 0.8% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $2,496,003 | $42,007 ▼ | -1.7% | 57,993 | 0.6% | ETF |
XOM Exxon Mobil | $2,319,337 | | 0.0% | 19,953 | 0.6% | Oils/Energy |
VNQ Vanguard Real Estate ETF | $2,319,221 | $169,155 ▲ | 7.9% | 26,818 | 0.6% | ETF |
MSFT Microsoft | $2,222,357 | $1,683 ▲ | 0.1% | 5,282 | 0.6% | Computer and Technology |
SGOV iShares 0-3 Month Treasury Bond ETF | $2,151,603 | $256,613 ▼ | -10.7% | 21,364 | 0.6% | ETF |
NVDA NVIDIA | $2,121,544 | $15,360 ▲ | 0.7% | 2,348 | 0.5% | Computer and Technology |
VO Vanguard Mid-Cap ETF | $2,043,466 | $7,496 ▲ | 0.4% | 8,178 | 0.5% | ETF |
GOOGL Alphabet | $1,868,546 | $5,585 ▲ | 0.3% | 12,380 | 0.5% | Computer and Technology |
IWF iShares Russell 1000 Growth ETF | $1,685,226 | $2,359 ▲ | 0.1% | 5,000 | 0.4% | ETF |
JPM JPMorgan Chase & Co. | $1,528,125 | $5,408 ▼ | -0.4% | 7,629 | 0.4% | Finance |
SCHH Schwab U.S. REIT ETF | $1,404,733 | $5,948 ▼ | -0.4% | 69,199 | 0.4% | ETF |
IWM iShares Russell 2000 ETF | $1,402,733 | $2,524 ▲ | 0.2% | 6,670 | 0.4% | Finance |
BRK.B Berkshire Hathaway | $1,361,672 | | 0.0% | 3,238 | 0.4% | Finance |
DFS Discover Financial Services | $1,301,593 | | 0.0% | 9,929 | 0.3% | Finance |
IWR iShares Russell Mid-Cap ETF | $1,289,216 | $3,280 ▲ | 0.3% | 15,331 | 0.3% | ETF |
AMZN Amazon.com | $1,188,579 | | 0.0% | 6,589 | 0.3% | Retail/Wholesale |
MU Micron Technology | $1,159,195 | $4,598 ▲ | 0.4% | 9,833 | 0.3% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $1,079,817 | $18,972 ▲ | 1.8% | 4,155 | 0.3% | ETF |
AXP American Express | $1,009,055 | $1,138 ▲ | 0.1% | 4,432 | 0.3% | Finance |
MUB iShares National Muni Bond ETF | $963,308 | $108,457 ▲ | 12.7% | 8,953 | 0.2% | ETF |
BSVO EA Bridgeway Omni Small-Cap Value ETF | $958,283 | $54,102 ▲ | 6.0% | 45,061 | 0.2% | ETF |
ABBV AbbVie | $948,013 | $911 ▼ | -0.1% | 5,206 | 0.2% | Medical |
VIG Vanguard Dividend Appreciation ETF | $929,886 | $67,568 ▲ | 7.8% | 5,092 | 0.2% | ETF |
META Meta Platforms | $928,989 | $12,140 ▲ | 1.3% | 1,913 | 0.2% | Computer and Technology |
HD Home Depot | $896,751 | $1,918 ▲ | 0.2% | 2,338 | 0.2% | Retail/Wholesale |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $888,140 | $458 ▼ | -0.1% | 34,911 | 0.2% | ETF |
MRK Merck & Co., Inc. | $864,376 | | 0.0% | 6,551 | 0.2% | Medical |
IVW iShares S&P 500 Growth ETF | $846,347 | $169 ▲ | 0.0% | 10,023 | 0.2% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $811,928 | | 0.0% | 22,654 | 0.2% | ETF |
COST Costco Wholesale | $747,618 | | 0.0% | 1,020 | 0.2% | Retail/Wholesale |
USB U.S. Bancorp | $743,159 | | 0.0% | 16,625 | 0.2% | Finance |
UNP Union Pacific | $741,677 | | 0.0% | 3,016 | 0.2% | Transportation |
VUG Vanguard Growth ETF | $738,177 | $344 ▲ | 0.0% | 2,145 | 0.2% | ETF |
VBR Vanguard Small-Cap Value ETF | $716,780 | $14,006 ▼ | -1.9% | 3,736 | 0.2% | ETF |
DFUV Dimensional US Marketwide Value ETF | $715,404 | $118,075 ▲ | 19.8% | 17,492 | 0.2% | ETF |
PM Philip Morris International | $710,330 | | 0.0% | 7,753 | 0.2% | Consumer Staples |
DFAS Dimensional U.S. Small Cap ETF | $693,910 | $23,752 ▼ | -3.3% | 11,131 | 0.2% | ETF |
VBK Vanguard Small-Cap Growth ETF | $658,330 | | 0.0% | 2,525 | 0.2% | ETF |
MS Morgan Stanley | $652,717 | | 0.0% | 6,932 | 0.2% | Finance |
GOOG Alphabet | $647,410 | | 0.0% | 4,252 | 0.2% | Computer and Technology |
LLY Eli Lilly and Company | $618,478 | $50,567 ▲ | 8.9% | 795 | 0.2% | Medical |
JNJ Johnson & Johnson | $601,597 | $475 ▲ | 0.1% | 3,803 | 0.2% | Medical |
KO Coca-Cola | $598,740 | | 0.0% | 9,787 | 0.2% | Consumer Staples |
TSLA Tesla | $587,666 | $35,334 ▼ | -5.7% | 3,343 | 0.2% | Auto/Tires/Trucks |
FBIN Fortune Brands Innovations | $583,292 | | 0.0% | 6,889 | 0.2% | Retail/Wholesale |
DFIV Dimensional International Value ETF | $564,627 | $141,892 ▲ | 33.6% | 15,364 | 0.1% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $536,733 | | 0.0% | 5,882 | 0.1% | ETF |
ESGV Vanguard ESG US Stock ETF | $536,556 | $2,982 ▼ | -0.6% | 5,758 | 0.1% | ETF |
DIS Walt Disney | $535,085 | $11,012 ▼ | -2.0% | 4,373 | 0.1% | Consumer Discretionary |
UPS United Parcel Service | $502,806 | $9,066 ▲ | 1.8% | 3,383 | 0.1% | Transportation |
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF | $489,756 | $3,700 ▲ | 0.8% | 10,324 | 0.1% | Finance |
AON AON | $489,234 | | 0.0% | 1,466 | 0.1% | Finance |
IJJ iShares S&P Mid-Cap 400 Value ETF | $473,751 | | 0.0% | 4,005 | 0.1% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $468,259 | $468,259 ▲ | New Holding | 4,061 | 0.1% | ETF |
MDLZ Mondelez International | $446,040 | | 0.0% | 6,372 | 0.1% | Consumer Staples |
BAC Bank of America | $442,928 | $8,608 ▼ | -1.9% | 11,681 | 0.1% | Finance |
DFAE Dimensional Emerging Core Equity Market ETF | $440,402 | $1,557 ▲ | 0.4% | 17,816 | 0.1% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $432,168 | $62,593 ▲ | 16.9% | 8,375 | 0.1% | ETF |
NKE NIKE | $424,272 | $1,504 ▲ | 0.4% | 4,514 | 0.1% | Consumer Discretionary |
CRM Salesforce | $418,640 | | 0.0% | 1,390 | 0.1% | Computer and Technology |
HON Honeywell International | $400,443 | | 0.0% | 1,951 | 0.1% | Multi-Sector Conglomerates |
IVE iShares S&P 500 Value ETF | $385,032 | $560 ▲ | 0.1% | 2,061 | 0.1% | ETF |
CSCO Cisco Systems | $380,724 | $5,291 ▼ | -1.4% | 7,628 | 0.1% | Computer and Technology |
MO Altria Group | $371,861 | | 0.0% | 8,525 | 0.1% | Consumer Staples |
IJS iShares S&P Small-Cap 600 Value ETF | $368,342 | $52,929 ▲ | 16.8% | 3,584 | 0.1% | ETF |
MPC Marathon Petroleum | $362,700 | $8,060 ▼ | -2.2% | 1,800 | 0.1% | Oils/Energy |
VSGX Vanguard ESG International Stock ETF | $362,288 | $1,954 ▲ | 0.5% | 6,304 | 0.1% | ETF |
C Citigroup | $361,318 | $253 ▼ | -0.1% | 5,713 | 0.1% | Finance |
NOC Northrop Grumman | $354,766 | | 0.0% | 741 | 0.1% | Aerospace |
SBUX Starbucks | $347,281 | | 0.0% | 3,800 | 0.1% | Retail/Wholesale |
BK Bank of New York Mellon | $345,662 | $9,219 ▼ | -2.6% | 5,999 | 0.1% | Finance |
IWD iShares Russell 1000 Value ETF | $342,300 | $122,340 ▲ | 55.6% | 1,911 | 0.1% | ETF |
PG Procter & Gamble | $337,318 | $13,142 ▼ | -3.8% | 2,079 | 0.1% | Consumer Staples |
CSX CSX | $332,756 | | 0.0% | 8,976 | 0.1% | Transportation |
BMY Bristol-Myers Squibb | $331,779 | $4,013 ▲ | 1.2% | 6,118 | 0.1% | Medical |
DFIS Dimensional International Small Cap ETF | $330,452 | | 0.0% | 13,186 | 0.1% | ETF |
GLW Corning | $326,205 | | 0.0% | 9,897 | 0.1% | Computer and Technology |
IYR iShares U.S. Real Estate ETF | $315,502 | $1,169 ▲ | 0.4% | 3,509 | 0.1% | ETF |
VOOG Vanguard S&P 500 Growth ETF | $312,632 | | 0.0% | 1,026 | 0.1% | ETF |
ALL Allstate | $309,515 | | 0.0% | 1,789 | 0.1% | Finance |
TMO Thermo Fisher Scientific | $299,323 | | 0.0% | 515 | 0.1% | Medical |
VOOV Vanguard S&P 500 Value ETF | $295,068 | | 0.0% | 1,635 | 0.1% | ETF |
VZ Verizon Communications | $293,176 | $1,846 ▲ | 0.6% | 6,987 | 0.1% | Computer and Technology |
PFE Pfizer | $290,774 | $583 ▲ | 0.2% | 10,478 | 0.1% | Medical |
MCD McDonald's | $286,461 | | 0.0% | 1,016 | 0.1% | Retail/Wholesale |
MDYG SPDR S&P 400 Mid CapGrowth ETF | $286,398 | $6,721 ▼ | -2.3% | 3,281 | 0.1% | ETF |
IVOG Vanguard S&P Mid-Cap 400 Growth ETF | $284,533 | | 0.0% | 2,508 | 0.1% | ETF |
EA Electronic Arts | $267,432 | | 0.0% | 2,016 | 0.1% | Consumer Discretionary |
DFAT Dimensional U.S. Targeted Value ETF | $265,129 | $265,129 ▲ | New Holding | 4,871 | 0.1% | ETF |
DPZ Domino's Pizza | $257,384 | | 0.0% | 518 | 0.1% | Retail/Wholesale |
VKI Invesco Advantage Municipal Income Trust II | $255,000 | | 0.0% | 30,000 | 0.1% | Finance |
EMR Emerson Electric | $254,741 | | 0.0% | 2,246 | 0.1% | Industrial Products |
MUSA Murphy USA | $251,520 | | 0.0% | 600 | 0.1% | Oils/Energy |
IVOV Vanguard S&P Mid-Cap 400 Value ETF | $251,516 | | 0.0% | 2,770 | 0.1% | ETF |
BP BP | $250,497 | | 0.0% | 6,648 | 0.1% | Oils/Energy |
WFC Wells Fargo & Company | $243,926 | $5,679 ▲ | 2.4% | 4,209 | 0.1% | Finance |
CI The Cigna Group | $242,611 | | 0.0% | 668 | 0.1% | Medical |
JPST JPMorgan Ultra-Short Income ETF | $235,602 | | 0.0% | 4,670 | 0.1% | ETF |
WEC WEC Energy Group | $219,260 | | 0.0% | 2,670 | 0.1% | Utilities |
UMMA Wahed Dow Jones Islamic World ETF | $217,928 | $504 ▲ | 0.2% | 9,073 | 0.1% | ETF |
EEM iShares MSCI Emerging Markets ETF | $212,971 | $14,625 ▼ | -6.4% | 5,184 | 0.1% | Finance |
RF Regions Financial | $212,146 | | 0.0% | 10,083 | 0.1% | Finance |
WMT Walmart | $210,581 | $210,581 ▲ | New Holding | 3,500 | 0.1% | Retail/Wholesale |
CVS CVS Health | $202,666 | $239 ▲ | 0.1% | 2,541 | 0.1% | Retail/Wholesale |
ZVRA Zevra Therapeutics | $108,460 | $33,640 ▲ | 45.0% | 18,700 | 0.0% | Medical |