IVV iShares Core S&P 500 ETF | $317,757,174 | $10,658,984 ▼ | -3.2% | 511,769 | 17.5% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $86,693,236 | $2,161,459 ▼ | -2.4% | 1,397,827 | 4.8% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $81,378,519 | $10,552,325 ▲ | 14.9% | 1,618,829 | 4.5% | Manufacturing |
SPY SPDR S&P 500 ETF Trust | $73,037,590 | $1,077,535 ▼ | -1.5% | 118,212 | 4.0% | Finance |
SPYG SPDR Portfolio S&P 500 Growth ETF | $68,249,870 | $2,528,363 ▲ | 3.8% | 716,008 | 3.8% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $62,607,440 | $3,356,774 ▲ | 5.7% | 1,196,168 | 3.5% | ETF |
IEFA iShares Core MSCI EAFE ETF | $62,244,605 | $3,908,700 ▲ | 6.7% | 745,623 | 3.4% | ETF |
IJR iShares Core S&P Small-Cap ETF | $58,418,386 | $1,679,133 ▼ | -2.8% | 534,526 | 3.2% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $57,304,911 | $2,401,033 ▲ | 4.4% | 1,005,173 | 3.2% | ETF |
AAPL Apple | $53,283,076 | $1,336,273 ▲ | 2.6% | 259,702 | 2.9% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $48,677,628 | $8,698,577 ▲ | 21.8% | 984,182 | 2.7% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $35,169,335 | $310,991 ▼ | -0.9% | 374,660 | 1.9% | ETF |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $31,415,176 | $325,570 ▲ | 1.0% | 1,346,557 | 1.7% | ETF |
RWL Invesco S&P 500 Revenue ETF | $29,700,383 | $43,489 ▲ | 0.1% | 284,786 | 1.6% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $29,572,103 | $2,077,253 ▲ | 7.6% | 372,304 | 1.6% | ETF |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | $29,430,320 | $575,019 ▲ | 2.0% | 1,338,959 | 1.6% | ETF |
PRF Invesco RAFI US 1000 ETF | $29,008,911 | $217,606 ▼ | -0.7% | 686,277 | 1.6% | ETF |
MDYG SPDR S&P 400 Mid Cap Growth ETF | $28,460,264 | $2,160,544 ▲ | 8.2% | 327,619 | 1.6% | ETF |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $28,305,617 | $373,293 ▲ | 1.3% | 1,113,518 | 1.6% | ETF |
IBDW iShares iBonds Dec 2031 Term Corporate ETF | $27,592,704 | $613,506 ▲ | 2.3% | 1,311,440 | 1.5% | ETF |
SDY SPDR S&P Dividend ETF | $26,500,694 | $922,148 ▼ | -3.4% | 195,246 | 1.5% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $26,199,013 | $10,184,990 ▲ | 63.6% | 436,432 | 1.4% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $24,059,048 | $10,897 ▲ | 0.0% | 991,308 | 1.3% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $24,006,519 | $10,197 ▲ | 0.0% | 42,378 | 1.3% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $22,682,267 | $1,778,093 ▲ | 8.5% | 284,381 | 1.3% | ETF |
CFG Citizens Financial Group | $20,006,875 | $5,236 ▼ | 0.0% | 447,081 | 1.1% | Finance |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $19,847,195 | $250,115 ▼ | -1.2% | 818,441 | 1.1% | ETF |
DDOG Datadog | $18,802,439 | $2,762,899 ▼ | -12.8% | 139,972 | 1.0% | Computer and Technology |
SLYG SPDR S&P 600 Small Cap Growth ETF | $18,180,104 | $2,234,461 ▲ | 14.0% | 204,846 | 1.0% | ETF |
MSFT Microsoft | $16,936,778 | $1,886,673 ▲ | 12.5% | 34,050 | 0.9% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $14,056,418 | $154,092 ▼ | -1.1% | 46,249 | 0.8% | ETF |
IBDX iShares iBonds Dec 2032 Term Corporate ETF | $12,998,740 | $3,050,382 ▲ | 30.7% | 514,089 | 0.7% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $11,822,711 | $537,614 ▼ | -4.3% | 162,668 | 0.7% | ETF |
NYF iShares New York Muni Bond ETF | $11,593,538 | $288,491 ▼ | -2.4% | 222,354 | 0.6% | ETF |
AMZN Amazon.com | $11,227,284 | $1,230,778 ▲ | 12.3% | 51,175 | 0.6% | Retail/Wholesale |
NVDA NVIDIA | $8,434,638 | $2,001,107 ▲ | 31.1% | 53,387 | 0.5% | Computer and Technology |
JLL Jones Lang LaSalle | $7,672,633 | $1,194,237 ▲ | 18.4% | 29,997 | 0.4% | Finance |
IWB iShares Russell 1000 ETF | $7,488,538 | | 0.0% | 22,053 | 0.4% | ETF |
IWM iShares Russell 2000 ETF | $6,923,005 | $10,574 ▼ | -0.2% | 32,082 | 0.4% | Finance |
TDTT FlexShares iBoxx 3 Year Target Duration TIPS Index Fund | $6,891,796 | $485,139 ▼ | -6.6% | 284,315 | 0.4% | ETF |
VOO Vanguard S&P 500 ETF | $6,300,021 | $22,153 ▼ | -0.4% | 11,091 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $5,989,976 | $381,222 ▲ | 6.8% | 20,662 | 0.3% | Finance |
BRK.B Berkshire Hathaway | $5,223,000 | $382,301 ▲ | 7.9% | 10,752 | 0.3% | Finance |
VNQ Vanguard Real Estate ETF | $4,844,565 | $35,357 ▲ | 0.7% | 54,397 | 0.3% | ETF |
GOOG Alphabet | $4,729,218 | $87,276 ▲ | 1.9% | 26,660 | 0.3% | Computer and Technology |
META Meta Platforms | $4,344,527 | $717,445 ▲ | 19.8% | 5,886 | 0.2% | Computer and Technology |
DVY iShares Select Dividend ETF | $4,340,364 | $1,195 ▲ | 0.0% | 32,681 | 0.2% | ETF |
MA Mastercard | $4,234,218 | $180,383 ▲ | 4.4% | 7,535 | 0.2% | Business Services |
SPLV Invesco S&P 500 Low Volatility ETF | $4,163,921 | | 0.0% | 57,181 | 0.2% | ETF |
GOOGL Alphabet | $4,067,057 | $672,321 ▲ | 19.8% | 23,078 | 0.2% | Computer and Technology |
XOM Exxon Mobil | $3,939,228 | $90,444 ▲ | 2.3% | 36,542 | 0.2% | Energy |
VEU Vanguard FTSE All-World ex-US ETF | $3,437,430 | | 0.0% | 51,137 | 0.2% | ETF |
AMAT Applied Materials | $3,406,933 | $30,573 ▲ | 0.9% | 18,610 | 0.2% | Computer and Technology |
SOXX iShares Semiconductor ETF | $3,385,960 | | 0.0% | 14,185 | 0.2% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $3,357,284 | | 0.0% | 62,218 | 0.2% | ETF |
COST Costco Wholesale | $3,196,517 | $159,380 ▲ | 5.2% | 3,229 | 0.2% | Retail/Wholesale |
V Visa | $3,132,962 | $356,825 ▲ | 12.9% | 8,824 | 0.2% | Business Services |
AVGO Broadcom | $3,123,781 | $747,590 ▲ | 31.5% | 11,332 | 0.2% | Computer and Technology |
ORCL Oracle | $3,107,826 | $416,272 ▲ | 15.5% | 14,215 | 0.2% | Computer and Technology |
CROX Crocs | $2,940,159 | $132,069 ▼ | -4.3% | 29,030 | 0.2% | Consumer Discretionary |
JNJ Johnson & Johnson | $2,788,910 | $194,604 ▲ | 7.5% | 18,258 | 0.2% | Medical |
EFA iShares MSCI EAFE ETF | $2,753,593 | $349,875 ▼ | -11.3% | 30,804 | 0.2% | Finance |
JPST JPMorgan Ultra-Short Income ETF | $2,732,159 | $177,380 ▼ | -6.1% | 53,910 | 0.2% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $2,576,710 | $45,435 ▼ | -1.7% | 14,178 | 0.1% | ETF |
VB Vanguard Small-Cap ETF | $2,532,132 | $4,740 ▲ | 0.2% | 10,685 | 0.1% | ETF |
HD Home Depot | $2,486,186 | $112,925 ▼ | -4.3% | 6,781 | 0.1% | Retail/Wholesale |
ABBV AbbVie | $2,423,084 | $254,485 ▲ | 11.7% | 13,054 | 0.1% | Medical |
HDV iShares Core High Dividend ETF | $2,421,624 | $5,038 ▼ | -0.2% | 20,668 | 0.1% | ETF |
GE GE Aerospace | $2,352,288 | $167,304 ▲ | 7.7% | 9,139 | 0.1% | Aerospace |
BX Blackstone | $2,251,049 | $19,446 ▼ | -0.9% | 15,049 | 0.1% | Finance |
IXUS iShares Core MSCI Total International Stock ETF | $2,224,982 | $69,966 ▲ | 3.2% | 28,780 | 0.1% | Manufacturing |
PG Procter & Gamble | $2,198,722 | $268,288 ▲ | 13.9% | 13,801 | 0.1% | Consumer Staples |
ADP Automatic Data Processing | $2,198,276 | $112,566 ▲ | 5.4% | 7,128 | 0.1% | Computer and Technology |
OEF iShares S&P 100 ETF | $2,088,146 | | 0.0% | 6,861 | 0.1% | ETF |
NEAR iShares Short Duration Bond Active ETF | $2,065,105 | $140,525 ▼ | -6.4% | 40,413 | 0.1% | ETF |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $2,060,968 | $704 ▼ | 0.0% | 20,500 | 0.1% | ETF |
TSLA Tesla | $2,043,190 | $439,006 ▲ | 27.4% | 6,432 | 0.1% | Auto/Tires/Trucks |
IWN iShares Russell 2000 Value ETF | $2,041,730 | | 0.0% | 12,942 | 0.1% | ETF |
NFLX Netflix | $1,991,287 | $354,870 ▲ | 21.7% | 1,487 | 0.1% | Consumer Discretionary |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $1,986,843 | $57,581 ▼ | -2.8% | 23,636 | 0.1% | ETF |
LAMR Lamar Advertising | $1,936,421 | $50,607 ▲ | 2.7% | 15,956 | 0.1% | Finance |
RJF Raymond James Financial | $1,877,096 | $5,521 ▲ | 0.3% | 12,239 | 0.1% | Finance |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $1,837,355 | $27,143 ▲ | 1.5% | 13,606 | 0.1% | ETF |
TJX TJX Companies | $1,828,517 | $181,654 ▲ | 11.0% | 14,807 | 0.1% | Retail/Wholesale |
PJT PJT Partners | $1,743,661 | $825,050 ▼ | -32.1% | 10,567 | 0.1% | Finance |
LLY Eli Lilly and Company | $1,739,911 | $269,717 ▲ | 18.3% | 2,232 | 0.1% | Medical |
ABT Abbott Laboratories | $1,698,765 | $255,155 ▲ | 17.7% | 12,490 | 0.1% | Medical |
MCD McDonald's | $1,588,529 | $134,983 ▲ | 9.3% | 5,437 | 0.1% | Retail/Wholesale |
QQQ Invesco QQQ | $1,559,487 | $15,998 ▼ | -1.0% | 2,827 | 0.1% | Finance |
C Citigroup | $1,555,654 | $1,245,647 ▲ | 401.8% | 18,276 | 0.1% | Financial Services |
IVOO Vanguard S&P Mid-Cap 400 ETF | $1,554,408 | $8,293 ▼ | -0.5% | 14,807 | 0.1% | ETF |
CPNG Coupang | $1,527,931 | $82,809 ▲ | 5.7% | 50,999 | 0.1% | Retail/Wholesale |
RWK Invesco S&P MidCap 400 Revenue ETF | $1,514,213 | | 0.0% | 12,954 | 0.1% | ETF |
IBM International Business Machines | $1,487,460 | $107,300 ▲ | 7.8% | 5,046 | 0.1% | Computer and Technology |
VUG Vanguard Growth ETF | $1,404,634 | $240,682 ▲ | 20.7% | 3,204 | 0.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $1,395,989 | $15,759 ▼ | -1.1% | 6,821 | 0.1% | ETF |
DFIP Dimensional Inflation-Protected Securities ETF | $1,318,437 | $54,646 ▼ | -4.0% | 31,534 | 0.1% | ETF |
SCHF Schwab International Equity ETF | $1,298,000 | | 0.0% | 58,733 | 0.1% | ETF |
IWR iShares Russell Mid-Cap ETF | $1,278,108 | $128,758 ▲ | 11.2% | 13,897 | 0.1% | ETF |
JMST JPMorgan Ultra-Short Municipal ETF | $1,266,737 | $372,938 ▼ | -22.7% | 24,877 | 0.1% | ETF |
