ITOT iShares Core S&P Total U.S. Stock Market ETF | $160,155,716 | $20,025,761 ▲ | 14.3% | 1,185,987 | 27.9% | ETF |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $56,703,557 | $833,066 ▲ | 1.5% | 1,120,845 | 9.9% | Manufacturing |
ONEQ Fidelity NASDAQ Composite Index ETF | $28,224,184 | $1,666,320 ▲ | 6.3% | 352,362 | 4.9% | ETF |
VTI Vanguard Total Stock Market ETF | $27,430,588 | $7,699,153 ▼ | -21.9% | 90,253 | 4.8% | ETF |
IWM iShares Russell 2000 ETF | $24,107,303 | $1,703,454 ▲ | 7.6% | 111,716 | 4.2% | Finance |
FLOT iShares Floating Rate Bond ETF | $18,538,143 | $650,555 ▲ | 3.6% | 363,351 | 3.2% | ETF |
YYY Amplify High Income ETF | $17,446,098 | $2,427,940 ▲ | 16.2% | 1,489,846 | 3.0% | ETF |
IWR iShares Russell Mid-Cap ETF | $15,089,418 | $284,923 ▲ | 1.9% | 164,069 | 2.6% | ETF |
VTWG Vanguard Russell 2000 Growth ETF | $14,998,991 | $2,502,472 ▲ | 20.0% | 71,948 | 2.6% | ETF |
QQQ Invesco QQQ | $14,369,695 | $1,003,435 ▼ | -6.5% | 26,049 | 2.5% | Finance |
AAPL Apple | $12,940,972 | $447,889 ▼ | -3.3% | 63,074 | 2.3% | Computer and Technology |
IVOG Vanguard S&P Mid-Cap 400 Growth ETF | $12,882,555 | $1,359,295 ▲ | 11.8% | 113,975 | 2.2% | ETF |
PDP Invesco Dorsey Wright Momentum ETF | $7,987,474 | $307,962 ▲ | 4.0% | 73,556 | 1.4% | ETF |
JPM JPMorgan Chase & Co. | $7,936,286 | $91,032 ▼ | -1.1% | 27,375 | 1.4% | Finance |
LLY Eli Lilly and Company | $6,097,852 | $583,124 ▲ | 10.6% | 7,822 | 1.1% | Medical |
VTWO Vanguard Russell 2000 ETF | $5,621,500 | $962,036 ▲ | 20.6% | 64,452 | 1.0% | ETF |
SPY SPDR S&P 500 ETF Trust | $5,567,074 | $541,260 ▲ | 10.8% | 9,010 | 1.0% | Finance |
PALANTIR TECHNOLOGIES INC
| $5,390,229 | $13,223 ▼ | -0.2% | 39,541 | 0.9% | CL A |
NVDA NVIDIA | $5,240,430 | $58,615 ▲ | 1.1% | 33,169 | 0.9% | Computer and Technology |
MSFT Microsoft | $4,546,582 | $67,644 ▼ | -1.5% | 9,141 | 0.8% | Computer and Technology |
DFUS Dimensional U.S. Equity ETF | $3,874,739 | $950,271 ▲ | 32.5% | 57,815 | 0.7% | ETF |
META Meta Platforms | $3,464,630 | $2,952 ▲ | 0.1% | 4,694 | 0.6% | Computer and Technology |
DFAT Dimensional U.S. Targeted Value ETF | $3,331,651 | $290,035 ▲ | 9.5% | 61,743 | 0.6% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $3,143,479 | $4,147 ▲ | 0.1% | 29,561 | 0.5% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $3,028,108 | $109,849 ▼ | -3.5% | 84,490 | 0.5% | ETF |
AMZN Amazon.com | $2,992,246 | $51,337 ▲ | 1.7% | 13,639 | 0.5% | Retail/Wholesale |
VGIT Vanguard Intermediate-Term Treasury ETF | $2,473,776 | $37,082 ▲ | 1.5% | 41,361 | 0.4% | ETF |
BAC Bank of America | $2,394,994 | $68,330 ▼ | -2.8% | 50,613 | 0.4% | Finance |
SHM SPDR Nuveen ICE Short Term Municipal Bond ETF | $2,380,296 | $80,928 ▼ | -3.3% | 49,766 | 0.4% | Finance |
DFSV Dimensional US Small Cap Value ETF | $2,329,880 | $176,668 ▲ | 8.2% | 79,167 | 0.4% | ETF |
BA Boeing | $2,308,465 | $13,620 ▼ | -0.6% | 11,017 | 0.4% | Aerospace |
UBER Uber Technologies | $2,008,003 | $930,668 ▲ | 86.4% | 21,522 | 0.3% | Computer and Technology |
IEMG iShares Core MSCI Emerging Markets ETF | $2,007,245 | $113,398 ▼ | -5.3% | 33,437 | 0.3% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $1,995,473 | $349,645 ▼ | -14.9% | 21,904 | 0.3% | ETF |
VOO Vanguard S&P 500 ETF | $1,933,343 | $143,126 ▲ | 8.0% | 3,404 | 0.3% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $1,780,357 | $27,299 ▲ | 1.6% | 23,413 | 0.3% | ETF |
DFIV Dimensional International Value ETF | $1,756,567 | $140,738 ▲ | 8.7% | 41,013 | 0.3% | ETF |
XLF Financial Select Sector SPDR Fund | $1,755,181 | $5,237 ▲ | 0.3% | 33,515 | 0.3% | ETF |
WFC Wells Fargo & Company | $1,691,713 | $1,282 ▲ | 0.1% | 21,115 | 0.3% | Finance |
VGSH Vanguard Short-Term Treasury ETF | $1,684,752 | $118 ▲ | 0.0% | 28,662 | 0.3% | ETF |
DFUV Dimensional US Marketwide Value ETF | $1,607,150 | $372,318 ▲ | 30.2% | 38,012 | 0.3% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $1,556,850 | $315,459 ▲ | 25.4% | 31,753 | 0.3% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $1,511,870 | $467,985 ▼ | -23.6% | 20,188 | 0.3% | ETF |
VO Vanguard Mid-Cap ETF | $1,494,947 | $652,885 ▲ | 77.5% | 5,342 | 0.3% | ETF |
XOM Exxon Mobil | $1,423,850 | $37,300 ▼ | -2.6% | 13,208 | 0.2% | Energy |
NET Cloudflare | $1,390,393 | | 0.0% | 7,100 | 0.2% | Computer and Technology |
JEPI JPMorgan Equity Premium Income ETF | $1,378,195 | $298,799 ▲ | 27.7% | 24,243 | 0.2% | ETF |
VYM Vanguard High Dividend Yield ETF | $1,359,629 | $21,730 ▲ | 1.6% | 10,199 | 0.2% | ETF |
XBI SPDR S&P Biotech ETF | $1,300,342 | $72,232 ▲ | 5.9% | 15,680 | 0.2% | ETF |
GOOGL Alphabet | $1,268,949 | $14,979 ▲ | 1.2% | 7,201 | 0.2% | Computer and Technology |
ORCL Oracle | $1,150,540 | $10,275 ▲ | 0.9% | 5,263 | 0.2% | Computer and Technology |
BRK.B Berkshire Hathaway | $1,115,814 | $172,934 ▲ | 18.3% | 2,297 | 0.2% | Finance |
NFLX Netflix | $1,088,713 | $6,696 ▼ | -0.6% | 813 | 0.2% | Consumer Discretionary |
ISTB iShares Core 1-5 Year USD Bond ETF | $1,087,009 | $1,037,726 ▼ | -48.8% | 22,343 | 0.2% | Manufacturing |
AVGO Broadcom | $1,036,430 | $18,468 ▼ | -1.8% | 3,760 | 0.2% | Computer and Technology |
MUB iShares National Muni Bond ETF | $1,028,919 | $787,675 ▼ | -43.4% | 9,848 | 0.2% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $1,012,463 | $83,186 ▲ | 9.0% | 13,096 | 0.2% | Manufacturing |
DFLV Dimensional US Large Cap Value ETF | $996,686 | $34,184 ▼ | -3.3% | 32,130 | 0.2% | ETF |
GOOG Alphabet | $976,887 | $3,370 ▲ | 0.3% | 5,507 | 0.2% | Computer and Technology |
COST Costco Wholesale | $951,332 | $6,930 ▼ | -0.7% | 961 | 0.2% | Retail/Wholesale |
JNJ Johnson & Johnson | $917,423 | $13,289 ▼ | -1.4% | 6,006 | 0.2% | Medical |
BND Vanguard Total Bond Market ETF | $898,728 | $116,777 ▲ | 14.9% | 12,206 | 0.2% | ETF |
VUG Vanguard Growth ETF | $879,869 | | 0.0% | 2,007 | 0.2% | ETF |
KRE SPDR S&P Regional Banking ETF | $858,067 | $8,909 ▲ | 1.0% | 14,448 | 0.1% | ETF |
EXR Extra Space Storage | $771,111 | | 0.0% | 5,230 | 0.1% | Finance |
IVV iShares Core S&P 500 ETF | $725,058 | $2,483 ▲ | 0.3% | 1,168 | 0.1% | ETF |
DFGR Dimensional Global Real Estate ETF | $708,517 | $15,615 ▲ | 2.3% | 26,408 | 0.1% | ETF |
DISV Dimensional International Small Cap Value ETF | $698,174 | $105,310 ▲ | 17.8% | 21,215 | 0.1% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $693,641 | $7,049 ▲ | 1.0% | 23,617 | 0.1% | ETF |
TSLA Tesla | $662,639 | $42,249 ▲ | 6.8% | 2,086 | 0.1% | Auto/Tires/Trucks |
WMT Walmart | $662,406 | $5,867 ▲ | 0.9% | 6,774 | 0.1% | Retail/Wholesale |
UNH UnitedHealth Group | $647,332 | $418,036 ▲ | 182.3% | 2,075 | 0.1% | Medical |
DIS Walt Disney | $645,831 | $1,364 ▼ | -0.2% | 5,208 | 0.1% | Consumer Discretionary |
RSP Invesco S&P 500 Equal Weight ETF | $637,805 | $111,420 ▼ | -14.9% | 3,509 | 0.1% | ETF |
RF Regions Financial | $635,981 | $9,408 ▼ | -1.5% | 27,040 | 0.1% | Finance |
LAM RESEARCH CORP
| $617,985 | $28,909 ▼ | -4.5% | 6,349 | 0.1% | COM NEW |
ISRG Intuitive Surgical | $609,706 | $28,801 ▼ | -4.5% | 1,122 | 0.1% | Medical |
HUMA Humacyte | $601,920 | $129,580 ▲ | 27.4% | 288,000 | 0.1% | Medical |
HD Home Depot | $598,356 | $15,399 ▼ | -2.5% | 1,632 | 0.1% | Retail/Wholesale |
CVX Chevron | $584,358 | $38,518 ▼ | -6.2% | 4,081 | 0.1% | Energy |
VHT Vanguard Health Care ETF | $576,128 | $29,551 ▼ | -4.9% | 2,320 | 0.1% | ETF |
FTEC Fidelity MSCI Information Technology Index ETF | $574,896 | $12,425 ▲ | 2.2% | 2,915 | 0.1% | ETF |
HEI Heico | $574,000 | $49,200 ▼ | -7.9% | 1,750 | 0.1% | Aerospace |
PGF Invesco Financial Preferred ETF | $569,638 | $33,145 ▼ | -5.5% | 40,371 | 0.1% | Manufacturing |
SMH VanEck Semiconductor ETF | $567,242 | | 0.0% | 2,034 | 0.1% | Manufacturing |
BSVO EA Bridgeway Omni Small-Cap Value ETF | $559,653 | $23,294 ▼ | -4.0% | 27,461 | 0.1% | ETF |
VBR Vanguard Small-Cap Value ETF | $558,975 | $335,853 ▲ | 150.5% | 2,866 | 0.1% | ETF |
IEFA iShares Core MSCI EAFE ETF | $554,474 | $17,614 ▼ | -3.1% | 6,642 | 0.1% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $550,813 | | 0.0% | 1,250 | 0.1% | Finance |
EFA iShares MSCI EAFE ETF | $507,548 | $4,112 ▼ | -0.8% | 5,678 | 0.1% | Finance |
AMD Advanced Micro Devices | $507,434 | $41,151 ▼ | -7.5% | 3,576 | 0.1% | Computer and Technology |
BLOCK INC
| $482,982 | $91,026 ▲ | 23.2% | 7,110 | 0.1% | CL A |
EEM iShares MSCI Emerging Markets ETF | $482,979 | $2,653 ▼ | -0.5% | 10,012 | 0.1% | Finance |
CRM Salesforce | $472,026 | $818 ▲ | 0.2% | 1,731 | 0.1% | Computer and Technology |
SDY SPDR S&P Dividend ETF | $468,610 | $8,821 ▼ | -1.8% | 3,453 | 0.1% | ETF |
CRWD CrowdStrike | $468,565 | $3,056 ▲ | 0.7% | 920 | 0.1% | Computer and Technology |
V Visa | $465,872 | $35,509 ▼ | -7.1% | 1,312 | 0.1% | Business Services |
PRF Invesco RAFI US 1000 ETF | $464,970 | | 0.0% | 11,000 | 0.1% | ETF |
WYNN Wynn Resorts | $463,667 | | 0.0% | 4,950 | 0.1% | Consumer Discretionary |
FBCG Fidelity Blue Chip Growth ETF | $462,904 | | 0.0% | 9,596 | 0.1% | ETF |
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