IVV iShares Core S&P 500 ETF | $264,082,951 | $3,448,261 ▲ | 1.3% | 502,317 | 18.3% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $77,337,451 | $62,228,072 ▲ | 411.9% | 1,273,254 | 5.4% | ETF |
SPY SPDR S&P 500 ETF Trust | $65,491,521 | $355,165 ▼ | -0.5% | 125,206 | 4.5% | Finance |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $57,929,246 | $11,862,117 ▼ | -17.0% | 1,209,631 | 4.0% | Manufacturing |
SPYV SPDR Portfolio S&P 500 Value ETF | $56,175,264 | $1,799,041 ▼ | -3.1% | 1,121,263 | 3.9% | ETF |
IJR iShares Core S&P Small-Cap ETF | $54,950,790 | $1,895,198 ▲ | 3.6% | 497,202 | 3.8% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $50,795,309 | $2,718,328 ▼ | -5.1% | 694,399 | 3.5% | ETF |
AAPL Apple | $41,228,184 | $20,749 ▼ | -0.1% | 240,426 | 2.9% | Computer and Technology |
IEFA iShares Core MSCI EAFE ETF | $38,934,846 | $420,085 ▲ | 1.1% | 524,587 | 2.7% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $32,908,277 | $1,438,077 ▼ | -4.2% | 393,734 | 2.3% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $32,088,093 | $2,541,914 ▲ | 8.6% | 639,587 | 2.2% | ETF |
PRF Invesco FTSE RAFI US 1000 ETF | $27,693,798 | $502,534 ▼ | -1.8% | 719,880 | 1.9% | ETF |
SDY SPDR S&P Dividend ETF | $27,650,532 | $64,701 ▼ | -0.2% | 210,687 | 1.9% | ETF |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $27,592,621 | $753,699 ▲ | 2.8% | 1,209,142 | 1.9% | ETF |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $27,290,035 | $569,055 ▲ | 2.1% | 1,095,765 | 1.9% | ETF |
MDYG SPDR S&P 400 Mid CapGrowth ETF | $26,359,137 | $524,351 ▼ | -2.0% | 301,972 | 1.8% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $26,268,989 | $289,104 ▼ | -1.1% | 345,645 | 1.8% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $25,867,732 | $24,181 ▼ | -0.1% | 1,086,879 | 1.8% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $24,841,037 | $447,346 ▼ | -1.8% | 44,646 | 1.7% | ETF |
DDOG Datadog | $23,881,251 | $370,800 ▲ | 1.6% | 193,214 | 1.7% | Computer and Technology |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $23,173,041 | $673,357 ▼ | -2.8% | 971,616 | 1.6% | ETF |
RWL Invesco S&P 500 Revenue ETF | $23,078,652 | $1,097,577 ▲ | 5.0% | 246,225 | 1.6% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $22,120,906 | $1,548,707 ▲ | 7.5% | 529,588 | 1.5% | ETF |
SLYV SPDR S&P 600 Small CapValue ETF | $21,413,477 | $208,421 ▼ | -1.0% | 258,087 | 1.5% | ETF |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | $16,893,591 | $2,924,311 ▲ | 20.9% | 789,420 | 1.2% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $15,334,699 | $253,665 ▼ | -1.6% | 175,796 | 1.1% | ETF |
CFG Citizens Financial Group | $15,267,966 | $3,231,697 ▲ | 26.8% | 420,721 | 1.1% | Finance |
PJT PJT Partners | $14,804,099 | $730,892 ▲ | 5.2% | 157,056 | 1.0% | Finance |
SCZ iShares MSCI EAFE Small-Cap ETF | $11,838,784 | $71,816 ▼ | -0.6% | 186,938 | 0.8% | ETF |
IBDW iShares iBonds Dec 2031 Term Corporate ETF | $11,569,822 | $2,979,144 ▲ | 34.7% | 564,657 | 0.8% | ETF |
MSFT Microsoft | $11,321,786 | $109,810 ▲ | 1.0% | 26,910 | 0.8% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $11,176,647 | $520 ▼ | 0.0% | 43,004 | 0.8% | ETF |
TDTT FlexShares iBoxx 3 Year Target Duration TIPS Index Fund | $10,993,163 | $3,700,535 ▼ | -25.2% | 462,870 | 0.8% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $8,540,110 | $346,855 ▲ | 4.2% | 165,506 | 0.6% | ETF |
AMZN Amazon.com | $7,036,083 | $87,124 ▼ | -1.2% | 39,007 | 0.5% | Retail/Wholesale |
IWM iShares Russell 2000 ETF | $6,843,799 | $29,652 ▼ | -0.4% | 32,543 | 0.5% | Finance |
JLL Jones Lang LaSalle | $6,830,687 | | 0.0% | 35,013 | 0.5% | Finance |
IWB iShares Russell 1000 ETF | $6,366,328 | | 0.0% | 22,103 | 0.4% | ETF |
VNQ Vanguard Real Estate ETF | $4,554,325 | $72,298 ▼ | -1.6% | 52,663 | 0.3% | ETF |
CROX Crocs | $4,069,109 | $2,831,278 ▼ | -41.0% | 28,297 | 0.3% | Consumer Discretionary |
VOO Vanguard S&P 500 ETF | $4,055,666 | $58,645 ▼ | -1.4% | 8,437 | 0.3% | ETF |
DVY iShares Select Dividend ETF | $4,024,537 | | 0.0% | 32,672 | 0.3% | ETF |
SPLV Invesco S&P 500 Low Volatility ETF | $3,847,533 | $65,870 ▼ | -1.7% | 58,411 | 0.3% | ETF |
AMAT Applied Materials | $3,710,903 | $9,074 ▲ | 0.2% | 17,994 | 0.3% | Computer and Technology |
BRK.B Berkshire Hathaway | $3,701,838 | $52,565 ▲ | 1.4% | 8,803 | 0.3% | Finance |
DFIP Dimensional Inflation-Protected Securities ETF | $3,626,907 | $527,340 ▼ | -12.7% | 87,925 | 0.3% | ETF |
MA Mastercard | $3,553,506 | $11,076 ▲ | 0.3% | 7,379 | 0.2% | Business Services |
DFAT Dimensional U.S. Targeted Value ETF | $3,386,526 | $3,865 ▼ | -0.1% | 62,218 | 0.2% | ETF |
SOXX iShares Semiconductor ETF | $2,982,144 | $1,988,096 ▲ | 200.0% | 13,200 | 0.2% | ETF |
XOM Exxon Mobil | $2,980,859 | $28,014 ▲ | 0.9% | 25,644 | 0.2% | Oils/Energy |
BRO Brown & Brown | $2,935,654 | | 0.0% | 33,535 | 0.2% | Finance |
RSP Invesco S&P 500 Equal Weight ETF | $2,733,124 | $14,566 ▲ | 0.5% | 16,137 | 0.2% | ETF |
EFA iShares MSCI EAFE ETF | $2,636,758 | $23,958 ▼ | -0.9% | 33,017 | 0.2% | Finance |
JPST JPMorgan Ultra-Short Income ETF | $2,617,296 | $330,851 ▼ | -11.2% | 51,879 | 0.2% | ETF |
VB Vanguard Small-Cap ETF | $2,567,523 | $10,972 ▲ | 0.4% | 11,232 | 0.2% | ETF |
JMST JPMorgan Ultra-Short Municipal ETF | $2,511,428 | $1,380,534 ▼ | -35.5% | 49,496 | 0.2% | ETF |
JNJ Johnson & Johnson | $2,480,262 | $23,570 ▼ | -0.9% | 15,679 | 0.2% | Medical |
GOOG Alphabet | $2,434,181 | $49,637 ▼ | -2.0% | 15,987 | 0.2% | Computer and Technology |
GOOGL Alphabet | $2,424,842 | $54,637 ▲ | 2.3% | 16,066 | 0.2% | Computer and Technology |
HDV iShares Core High Dividend ETF | $2,350,913 | $54,444 ▼ | -2.3% | 21,331 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $2,314,128 | $36,856 ▲ | 1.6% | 11,553 | 0.2% | Finance |
HD Home Depot | $2,194,960 | $9,974 ▲ | 0.5% | 5,722 | 0.2% | Retail/Wholesale |
NEAR BlackRock Short Duration Bond ETF | $2,178,005 | | 0.0% | 43,163 | 0.2% | ETF |
NVDA NVIDIA | $2,120,656 | $56,924 ▼ | -2.6% | 2,347 | 0.1% | Computer and Technology |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $2,061,070 | | 0.0% | 20,500 | 0.1% | ETF |
IWN iShares Russell 2000 Value ETF | $2,012,282 | | 0.0% | 12,671 | 0.1% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $2,004,606 | $93,624 ▼ | -4.5% | 17,386 | 0.1% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $1,936,182 | $43,634 ▲ | 2.3% | 28,532 | 0.1% | Manufacturing |
VEU Vanguard FTSE All-World ex-US ETF | $1,923,017 | | 0.0% | 32,788 | 0.1% | ETF |
META Meta Platforms | $1,918,057 | $49,530 ▲ | 2.7% | 3,950 | 0.1% | Computer and Technology |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $1,807,795 | $27,785 ▼ | -1.5% | 25,505 | 0.1% | ETF |
BX Blackstone | $1,761,214 | $2,496 ▲ | 0.1% | 13,407 | 0.1% | Finance |
OEF iShares S&P 100 ETF | $1,661,359 | | 0.0% | 6,715 | 0.1% | ETF |
IVOO Vanguard S&P Mid-Cap 400 ETF | $1,534,724 | | 0.0% | 14,899 | 0.1% | ETF |
ABBV AbbVie | $1,509,974 | $6,738 ▲ | 0.4% | 8,292 | 0.1% | Medical |
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF | $1,507,894 | $148,967 ▼ | -9.0% | 59,671 | 0.1% | ETF |
GE General Electric | $1,501,309 | $24,574 ▼ | -1.6% | 8,553 | 0.1% | Transportation |
RWK Invesco S&P MidCap 400 Revenue ETF | $1,491,025 | | 0.0% | 12,954 | 0.1% | ETF |
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF | $1,475,803 | $68,262 ▼ | -4.4% | 58,633 | 0.1% | ETF |
ORCL Oracle | $1,406,581 | $126 ▼ | 0.0% | 11,198 | 0.1% | Computer and Technology |
PG Procter & Gamble | $1,391,789 | $48,351 ▼ | -3.4% | 8,578 | 0.1% | Consumer Staples |
RJF Raymond James | $1,336,724 | $172,468 ▲ | 14.8% | 10,409 | 0.1% | Finance |
SCHF Schwab International Equity ETF | $1,290,002 | | 0.0% | 33,060 | 0.1% | ETF |
RWJ Invesco S&P SmallCap 600 Revenue ETF | $1,246,109 | | 0.0% | 29,108 | 0.1% | ETF |
QQQ Invesco QQQ | $1,194,831 | $53,281 ▲ | 4.7% | 2,691 | 0.1% | Finance |
MRK Merck & Co., Inc. | $1,174,355 | $1,451 ▲ | 0.1% | 8,900 | 0.1% | Medical |
VIG Vanguard Dividend Appreciation ETF | $1,173,640 | $730 ▲ | 0.1% | 6,427 | 0.1% | ETF |
VGSH Vanguard Short-Term Treasury Index ETF | $1,164,885 | $105,223 ▼ | -8.3% | 20,060 | 0.1% | ETF |
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF | $1,142,708 | $291,172 ▼ | -20.3% | 45,077 | 0.1% | ETF |
TJX TJX Companies | $1,120,793 | $52,028 ▼ | -4.4% | 11,051 | 0.1% | Retail/Wholesale |
ADP Automatic Data Processing | $1,117,837 | $4,995 ▲ | 0.4% | 4,476 | 0.1% | Business Services |
VIOO Vanguard S&P Small-Cap 600 ETF | $1,109,801 | | 0.0% | 10,934 | 0.1% | ETF |
UBSI United Bankshares | $1,095,031 | | 0.0% | 30,596 | 0.1% | Finance |
IBMR iShares iBonds Dec 2029 Term Muni Bond ETF | $1,067,586 | $189,666 ▲ | 21.6% | 42,289 | 0.1% | ETF |
CPNG Coupang | $1,057,598 | $843,638 ▲ | 394.3% | 59,449 | 0.1% | Retail/Wholesale |
IWR iShares Russell Mid-Cap ETF | $1,046,248 | $210,309 ▲ | 25.2% | 12,442 | 0.1% | ETF |
VYM Vanguard High Dividend Yield ETF | $1,044,144 | $43,314 ▼ | -4.0% | 8,630 | 0.1% | ETF |
V Visa | $1,037,341 | $10,884 ▲ | 1.1% | 3,717 | 0.1% | Business Services |
GBDC Golub Capital BDC | $1,031,892 | $104,769 ▲ | 11.3% | 62,050 | 0.1% | Finance |
VUG Vanguard Growth ETF | $1,014,358 | $48,532 ▲ | 5.0% | 2,947 | 0.1% | ETF |
