SCHX Schwab US Large-Cap ETF | $202,735,194 | $25,563,251 ▼ | -11.2% | 9,181,848 | 12.5% | ETF |
FNDX Schwab Fundamental U.S. Large Company ETF | $190,900,758 | $24,187,383 ▼ | -11.2% | 8,085,589 | 11.8% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $167,406,756 | $23,420,639 ▼ | -12.3% | 6,685,573 | 10.4% | ETF |
SCHF Schwab International Equity ETF | $128,417,319 | $10,410,629 ▼ | -7.5% | 6,492,281 | 7.9% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $61,465,550 | $2,644,640 ▼ | -4.1% | 2,653,953 | 3.8% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $49,275,818 | $1,295,232 ▼ | -2.6% | 1,373,351 | 3.0% | ETF |
VOE Vanguard Mid-Cap Value ETF | $47,419,163 | $253,974 ▼ | -0.5% | 295,373 | 2.9% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $46,011,084 | $107,056 ▼ | -0.2% | 265,607 | 2.8% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $44,310,978 | $863,581 ▼ | -1.9% | 181,127 | 2.7% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $30,227,139 | $3,342,945 ▼ | -10.0% | 1,096,378 | 1.9% | ETF |
SPTL SPDR Portfolio Long Term Treasury ETF | $24,517,502 | $48,768 ▼ | -0.2% | 899,395 | 1.5% | ETF |
VBR Vanguard Small-Cap Value ETF | $23,647,323 | $199,890 ▼ | -0.8% | 126,938 | 1.5% | ETF |
IVV iShares Core S&P 500 ETF | $21,352,518 | $2,032,931 ▼ | -8.7% | 38,001 | 1.3% | ETF |
VBK Vanguard Small-Cap Growth ETF | $20,411,096 | $4,784 ▲ | 0.0% | 81,070 | 1.3% | ETF |
JCPB JPMorgan Core Plus Bond ETF | $18,622,970 | $4,951,107 ▲ | 36.2% | 395,896 | 1.2% | ETF |
AAPL Apple | $16,588,224 | $1,536,473 ▼ | -8.5% | 74,678 | 1.0% | Computer and Technology |
MDYG SPDR S&P 400 Mid Cap Growth ETF | $15,340,111 | $1,423,522 ▼ | -8.5% | 193,055 | 0.9% | ETF |
BSV Vanguard Short-Term Bond ETF | $14,060,375 | $1,203,871 ▼ | -7.9% | 179,616 | 0.9% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $13,731,326 | $3,145,193 ▼ | -18.6% | 268,873 | 0.8% | ETF |
IWY iShares Russell Top 200 Growth ETF | $12,598,055 | $168,331 ▲ | 1.4% | 59,723 | 0.8% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $11,984,681 | $797,006 ▼ | -6.2% | 155,544 | 0.7% | ETF |
IEFA iShares Core MSCI EAFE ETF | $11,849,494 | $3,512,272 ▼ | -22.9% | 156,636 | 0.7% | ETF |
VB Vanguard Small-Cap ETF | $11,745,102 | $912,715 ▼ | -7.2% | 52,966 | 0.7% | ETF |
NVDA NVIDIA | $10,145,825 | $283,415 ▲ | 2.9% | 93,613 | 0.6% | Computer and Technology |
FDL First Trust Morningstar Dividend Leaders Index Fund | $10,001,799 | $1,662,405 ▲ | 19.9% | 230,244 | 0.6% | ETF |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $8,827,173 | $122,336 ▼ | -1.4% | 355,075 | 0.5% | ETF |
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $8,717,244 | $183,766 ▼ | -2.1% | 90,082 | 0.5% | ETF |
FDEM Fidelity Emerging Markets Multifactor ETF | $8,220,614 | $3,235,321 ▲ | 64.9% | 321,746 | 0.5% | ETF |
CWB SPDR Bloomberg Convertible Securities ETF | $8,197,384 | $210,857 ▼ | -2.5% | 106,988 | 0.5% | ETF |
FNDE Schwab Fundamental Emerging Markets Equity ETF | $8,195,705 | $417,864 ▼ | -4.9% | 266,094 | 0.5% | ETF |
PJUN Innovator U.S. Equity Power Buffer ETF - June | $7,564,659 | $45,337 ▼ | -0.6% | 204,395 | 0.5% | ETF |
SCHP Schwab U.S. TIPS ETF | $6,611,059 | $1,039,996 ▼ | -13.6% | 245,856 | 0.4% | ETF |
TFI SPDR Nuveen Barclays Municipal Bond ETF | $6,422,059 | $4,054,355 ▼ | -38.7% | 142,491 | 0.4% | Finance |
MSFT Microsoft | $6,394,265 | $324,330 ▼ | -4.8% | 17,034 | 0.4% | Computer and Technology |
FNDA Schwab Fundamental U.S. Small Company ETF | $5,911,840 | $546,486 ▼ | -8.5% | 215,839 | 0.4% | ETF |
PGX Invesco Preferred ETF | $5,474,829 | $1,056,317 ▼ | -16.2% | 487,953 | 0.3% | ETF |
PIN Invesco India ETF | $5,236,143 | $100,040 ▼ | -1.9% | 209,362 | 0.3% | ETF |
PECO Phillips Edison & Company, Inc. | $5,233,140 | $83,307 ▼ | -1.6% | 143,413 | 0.3% | Finance |
IWP iShares Russell Mid-Cap Growth ETF | $5,183,189 | $949,084 ▼ | -15.5% | 44,116 | 0.3% | ETF |
AMZN Amazon.com | $5,159,329 | $44,521 ▼ | -0.9% | 27,117 | 0.3% | Retail/Wholesale |
VO Vanguard Mid-Cap ETF | $5,152,381 | $8,063,348 ▼ | -61.0% | 19,923 | 0.3% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $4,993,286 | $1,568,411 ▼ | -23.9% | 98,235 | 0.3% | ETF |
ISCF iShares International Small Cap Equity Factor ETF | $4,895,831 | $574,690 ▼ | -10.5% | 145,361 | 0.3% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $4,716,074 | $6,194 ▲ | 0.1% | 60,154 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $4,696,193 | $7,242,971 ▼ | -60.7% | 44,910 | 0.3% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $4,646,320 | $2,055,975 ▼ | -30.7% | 36,884 | 0.3% | ETF |
MUB iShares National Muni Bond ETF | $4,546,065 | $2,394,553 ▼ | -34.5% | 43,115 | 0.3% | ETF |
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund | $4,540,751 | $4,649 ▼ | -0.1% | 203,166 | 0.3% | Finance |
PZA Invesco National AMT-Free Municipal Bond ETF | $4,477,248 | $3,123,233 ▼ | -41.1% | 194,325 | 0.3% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $4,356,163 | $147,823 ▼ | -3.3% | 52,484 | 0.3% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $4,353,385 | $608,360 ▼ | -12.3% | 44,009 | 0.3% | Finance |
BKLN Invesco Senior Loan ETF | $4,333,697 | $483,139 ▼ | -10.0% | 209,357 | 0.3% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $4,268,718 | $864,651 ▼ | -16.8% | 94,315 | 0.3% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $4,250,452 | $1,727,323 ▼ | -28.9% | 85,660 | 0.3% | ETF |
SCHD Schwab US Dividend Equity ETF | $4,114,964 | $58,800 ▲ | 1.4% | 147,173 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $3,852,893 | $1,751,366 ▼ | -31.3% | 6,888 | 0.2% | Finance |
RVNU Xtrackers Municipal Infrastructure Revenue Bond ETF | $3,838,186 | $2,321,867 ▼ | -37.7% | 155,834 | 0.2% | ETF |
EFG iShares MSCI EAFE Growth ETF | $3,812,800 | $5,125,800 ▼ | -57.3% | 38,128 | 0.2% | ETF |
IWF iShares Russell 1000 Growth ETF | $3,784,945 | $746,373 ▼ | -16.5% | 10,482 | 0.2% | ETF |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $3,721,307 | $91,918 ▼ | -2.4% | 33,805 | 0.2% | ETF |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $3,705,080 | $441,549 ▼ | -10.6% | 46,965 | 0.2% | ETF |
VOO Vanguard S&P 500 ETF | $3,703,870 | $140,302 ▼ | -3.6% | 7,207 | 0.2% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $3,438,718 | $4,047,683 ▼ | -54.1% | 62,420 | 0.2% | Manufacturing |
ABBV AbbVie | $3,299,159 | $348,228 ▼ | -9.5% | 15,746 | 0.2% | Medical |
DIVO Amplify YieldShares CWP Dividend & Option Income ETF | $3,219,904 | $16,104 ▲ | 0.5% | 78,977 | 0.2% | ETF |
PJUL Innovator U.S. Equity Power Buffer ETF - July | $3,219,621 | $25,199 ▼ | -0.8% | 80,110 | 0.2% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $3,211,474 | $928,681 ▼ | -22.4% | 31,901 | 0.2% | ETF |
META Meta Platforms | $3,202,413 | $113,548 ▼ | -3.4% | 5,556 | 0.2% | Computer and Technology |
SWAN Amplify BlackSwan Growth & Treasury Core ETF | $3,161,173 | $1,120 ▼ | 0.0% | 110,107 | 0.2% | ETF |
OEF iShares S&P 100 ETF | $3,106,691 | $301,975 ▼ | -8.9% | 11,471 | 0.2% | ETF |
GILD Gilead Sciences | $2,952,870 | $109,922 ▲ | 3.9% | 26,353 | 0.2% | Medical |
VGT Vanguard Information Technology ETF | $2,905,431 | $520,125 ▼ | -15.2% | 5,357 | 0.2% | ETF |
VTV Vanguard Value ETF | $2,881,153 | $160,649 ▼ | -5.3% | 16,679 | 0.2% | ETF |
EFA iShares MSCI EAFE ETF | $2,777,081 | $1,361,202 ▼ | -32.9% | 33,979 | 0.2% | Finance |
TLT iShares 20+ Year Treasury Bond ETF | $2,701,315 | $644,492 ▲ | 31.3% | 29,675 | 0.2% | ETF |
LLY Eli Lilly and Company | $2,688,208 | $100,756 ▼ | -3.6% | 3,255 | 0.2% | Medical |
SCHM Schwab U.S. Mid-Cap ETF | $2,651,160 | $416,712 ▲ | 18.6% | 101,189 | 0.2% | ETF |
VTI Vanguard Total Stock Market ETF | $2,628,520 | $870,951 ▼ | -24.9% | 9,564 | 0.2% | ETF |
BRK.B Berkshire Hathaway | $2,617,780 | $75,631 ▼ | -2.8% | 4,915 | 0.2% | Finance |
VV Vanguard Large-Cap ETF | $2,588,102 | $47,552 ▼ | -1.8% | 10,069 | 0.2% | ETF |
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF | $2,571,058 | $1,336,937 ▼ | -34.2% | 54,014 | 0.2% | Finance |
YLD Principal Active High Yield ETF | $2,436,692 | $561,576 ▲ | 29.9% | 127,910 | 0.2% | ETF |
XLG Invesco S&P 500 Top 50 ETF | $2,340,709 | $129,822 ▼ | -5.3% | 50,863 | 0.1% | ETF |
VUG Vanguard Growth ETF | $2,295,440 | $96,787 ▼ | -4.0% | 6,190 | 0.1% | ETF |
XOM Exxon Mobil | $2,147,053 | $50,902 ▲ | 2.4% | 18,053 | 0.1% | Energy |
TSLA Tesla | $2,016,490 | $333,181 ▲ | 19.8% | 7,880 | 0.1% | Auto/Tires/Trucks |
SCHA Schwab US Small-Cap ETF | $2,008,087 | $328,136 ▼ | -14.0% | 85,706 | 0.1% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $1,984,327 | $935,864 ▼ | -32.0% | 50,402 | 0.1% | ETF |
GWX SPDR S&P International Small Cap ETF | $1,926,900 | $607,400 ▼ | -24.0% | 60,291 | 0.1% | ETF |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | $1,897,427 | $42,313 ▼ | -2.2% | 42,870 | 0.1% | ETF |
VLUE iShares MSCI USA Value Factor ETF | $1,887,598 | $39,780 ▼ | -2.1% | 17,699 | 0.1% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $1,880,288 | $334,856 ▼ | -15.1% | 73,621 | 0.1% | ETF |
QUS SPDR MSCI USA StrategicFactors ETF | $1,850,345 | $41,993 ▼ | -2.2% | 11,809 | 0.1% | ETF |
FPEI First Trust Institutional Preferred Securities and Income ETF | $1,813,192 | $509,202 ▲ | 39.0% | 96,962 | 0.1% | ETF |
RSPH Invesco S&P 500 Equal Weight Health Care ETF | $1,783,657 | $102,578 ▼ | -5.4% | 59,955 | 0.1% | ETF |
AXP American Express | $1,757,908 | $5,650 ▼ | -0.3% | 6,534 | 0.1% | Finance |
GOOG Alphabet | $1,752,969 | $28,279 ▲ | 1.6% | 11,220 | 0.1% | Computer and Technology |
IWO iShares Russell 2000 Growth ETF | $1,739,552 | $86,875 ▼ | -4.8% | 6,808 | 0.1% | ETF |
GOOGL Alphabet | $1,732,693 | $57,370 ▼ | -3.2% | 11,205 | 0.1% | Computer and Technology |
MRK Merck & Co., Inc. | $1,667,389 | $7,899 ▼ | -0.5% | 18,576 | 0.1% | Medical |
