SCHX Schwab US Large-Cap ETF | $189,256,682 | $10,273,785 ▲ | 5.7% | 3,049,576 | 12.1% | ETF |
FNDX Schwab Fundamental U.S. Large Company Index ETF | $174,202,036 | $10,252,784 ▲ | 6.3% | 2,584,983 | 11.2% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $162,913,223 | $7,300,495 ▲ | 4.7% | 1,757,045 | 10.4% | ETF |
SCHF Schwab International Equity ETF | $116,923,762 | $7,006,979 ▲ | 6.4% | 2,996,508 | 7.5% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $74,851,260 | $4,483,897 ▲ | 6.4% | 1,627,201 | 4.8% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $51,442,982 | $3,407,121 ▲ | 7.1% | 1,436,955 | 3.3% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $43,749,132 | $3,224,128 ▲ | 8.0% | 258,305 | 2.8% | ETF |
VOE Vanguard Mid-Cap Value ETF | $41,361,791 | $4,282,064 ▲ | 11.5% | 265,293 | 2.7% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $39,649,609 | $3,513,988 ▲ | 9.7% | 168,156 | 2.5% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $31,618,863 | $3,499,297 ▲ | 12.4% | 1,252,232 | 2.0% | ETF |
MDYG SPDR S&P 400 Mid CapGrowth ETF | $25,170,186 | $473,200 ▼ | -1.8% | 288,351 | 1.6% | ETF |
SPTL SPDR Portfolio Long Term Treasury ETF | $24,546,673 | $1,494,147 ▲ | 6.5% | 878,550 | 1.6% | ETF |
VBR Vanguard Small-Cap Value ETF | $21,048,994 | $2,226,570 ▲ | 11.8% | 109,699 | 1.3% | ETF |
IVV iShares Core S&P 500 ETF | $20,067,782 | $188,213 ▼ | -0.9% | 38,171 | 1.3% | ETF |
VBK Vanguard Small-Cap Growth ETF | $18,890,136 | $2,433,812 ▲ | 14.8% | 72,454 | 1.2% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $18,298,291 | $339,036 ▼ | -1.8% | 240,767 | 1.2% | ETF |
BSV Vanguard Short-Term Bond ETF | $18,159,117 | $1,723,616 ▲ | 10.5% | 236,848 | 1.2% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $15,596,396 | $193,086 ▼ | -1.2% | 311,305 | 1.0% | ETF |
IEFA iShares Core MSCI EAFE ETF | $13,417,013 | $449,475 ▼ | -3.2% | 180,774 | 0.9% | ETF |
IWY iShares Russell Top 200 Growth ETF | $12,063,971 | $546,278 ▼ | -4.3% | 61,835 | 0.8% | ETF |
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | $11,855,282 | $235,849 ▼ | -2.0% | 427,063 | 0.8% | ETF |
AAPL Apple | $11,764,702 | $549,249 ▲ | 4.9% | 68,607 | 0.8% | Computer and Technology |
VB Vanguard Small-Cap ETF | $10,581,138 | $557,528 ▲ | 5.6% | 46,289 | 0.7% | ETF |
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $9,950,007 | $508,008 ▲ | 5.4% | 103,592 | 0.6% | ETF |
VTI Vanguard Total Stock Market ETF | $9,773,774 | $180,630 ▼ | -1.8% | 37,606 | 0.6% | ETF |
SCHP Schwab U.S. TIPS ETF | $9,632,472 | $464,484 ▲ | 5.1% | 184,672 | 0.6% | ETF |
FNDA Schwab Fundamental U.S. Small Company Index ETF | $9,422,557 | $131,796 ▼ | -1.4% | 165,221 | 0.6% | ETF |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $9,230,207 | $948,821 ▲ | 11.5% | 188,180 | 0.6% | ETF |
TFI SPDR Nuveen Barclays Municipal Bond ETF | $9,178,957 | $1,273,737 ▲ | 16.1% | 197,482 | 0.6% | Finance |
CWB SPDR Bloomberg Convertible Securities ETF | $8,907,313 | $815,201 ▲ | 10.1% | 121,951 | 0.6% | ETF |
PJUN Innovator U.S. Equity Power Buffer ETF - June | $8,174,440 | | 0.0% | 236,803 | 0.5% | ETF |
PGX Invesco Preferred ETF | $7,969,015 | $583,640 ▲ | 7.9% | 670,793 | 0.5% | ETF |
NVDA NVIDIA | $7,316,008 | $4,312,623 ▲ | 143.6% | 8,097 | 0.5% | Computer and Technology |
SLYV SPDR S&P 600 Small CapValue ETF | $7,136,192 | $144,119 ▼ | -2.0% | 86,009 | 0.5% | ETF |
PZA Invesco National AMT-Free Municipal Bond ETF | $7,005,591 | $393,624 ▼ | -5.3% | 293,982 | 0.4% | ETF |
BKLN Invesco Senior Loan ETF | $6,847,417 | $452,800 ▲ | 7.1% | 323,755 | 0.4% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $6,669,874 | $253,921 ▼ | -3.7% | 53,218 | 0.4% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $6,446,861 | $122,733 ▼ | -1.9% | 73,906 | 0.4% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $6,397,743 | $116,734 ▼ | -1.8% | 126,438 | 0.4% | ETF |
PECO Phillips Edison & Company, Inc. | $6,128,138 | $212,817 ▼ | -3.4% | 170,843 | 0.4% | Finance |
AGG iShares Core U.S. Aggregate Bond ETF | $6,018,305 | $158,369 ▲ | 2.7% | 61,449 | 0.4% | Finance |
RVNU X-trackers Municipal Infrastructure Revenue Bond Fund | $5,942,638 | $370,172 ▲ | 6.6% | 231,591 | 0.4% | ETF |
MUB iShares National Muni Bond ETF | $5,902,959 | $581,365 ▲ | 10.9% | 54,860 | 0.4% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $5,801,410 | $220,633 ▼ | -3.7% | 50,827 | 0.4% | ETF |
MSFT Microsoft | $5,770,989 | $1,255,843 ▼ | -17.9% | 13,717 | 0.4% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $5,732,991 | $350,739 ▼ | -5.8% | 114,271 | 0.4% | ETF |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $5,395,683 | $431,555 ▲ | 8.7% | 69,416 | 0.3% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $5,208,534 | $62,905 ▲ | 1.2% | 124,696 | 0.3% | ETF |
ISCF iShares International Small Cap Equity Factor ETF | $4,666,611 | $13,522 ▲ | 0.3% | 141,498 | 0.3% | ETF |
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund | $4,564,192 | $619,277 ▲ | 15.7% | 206,712 | 0.3% | Finance |
PIN Invesco India ETF | $4,465,860 | $314,265 ▲ | 7.6% | 167,073 | 0.3% | ETF |
SCHD Schwab US Dividend Equity ETF | $4,451,234 | $10,562 ▲ | 0.2% | 55,206 | 0.3% | ETF |
IWF iShares Russell 1000 Growth ETF | $4,428,846 | $193,130 ▼ | -4.2% | 13,140 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $4,011,477 | $275,138 ▲ | 7.4% | 7,669 | 0.3% | Finance |
AMZN Amazon.com | $3,953,679 | $36,075 ▲ | 0.9% | 21,919 | 0.3% | Retail/Wholesale |
EFA iShares MSCI EAFE ETF | $3,801,044 | $23,559 ▲ | 0.6% | 47,596 | 0.2% | Finance |
VV Vanguard Large-Cap ETF | $3,754,355 | $88,950 ▼ | -2.3% | 15,659 | 0.2% | ETF |
PJUL Innovator U.S. Equity Power Buffer ETF - July | $3,532,520 | $48,235 ▼ | -1.3% | 93,010 | 0.2% | ETF |
VGT Vanguard Information Technology ETF | $3,328,548 | $235,431 ▲ | 7.6% | 6,348 | 0.2% | ETF |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $3,325,683 | $15,569 ▲ | 0.5% | 32,042 | 0.2% | ETF |
SWAN Amplify BlackSwan Growth & Treasury Core ETF | $3,287,448 | $106,865 ▲ | 3.4% | 117,729 | 0.2% | ETF |
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF | $3,284,804 | $521,937 ▲ | 18.9% | 69,241 | 0.2% | Finance |
RSPH Invesco S&P 500 Equal Weight Health Care ETF | $3,214,044 | $57,477 ▼ | -1.8% | 101,102 | 0.2% | ETF |
VOO Vanguard S&P 500 ETF | $3,180,210 | $554,710 ▲ | 21.1% | 6,616 | 0.2% | ETF |
OEF iShares S&P 100 ETF | $3,140,375 | $99,706 ▼ | -3.1% | 12,693 | 0.2% | ETF |
ABBV AbbVie | $3,111,622 | $1,093 ▼ | 0.0% | 17,087 | 0.2% | Medical |
XLG Invesco S&P 500 Top 50 ETF | $2,903,280 | $18,032 ▲ | 0.6% | 68,912 | 0.2% | ETF |
DIVO Amplify YieldShares CWP Dividend & Option Income ETF | $2,831,680 | $352,798 ▲ | 14.2% | 72,831 | 0.2% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $2,817,026 | $106,507 ▲ | 3.9% | 77,840 | 0.2% | ETF |
VTV Vanguard Value ETF | $2,725,717 | $87,454 ▲ | 3.3% | 16,737 | 0.2% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $2,679,784 | $209,561 ▼ | -7.3% | 25,588 | 0.2% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $2,660,053 | $2,072,007 ▲ | 352.4% | 26,413 | 0.2% | ETF |
REGN Regeneron Pharmaceuticals | $2,588,136 | $3,850 ▲ | 0.1% | 2,689 | 0.2% | Medical |
SPAB SPDR Portfolio Aggregate Bond ETF | $2,542,991 | $22,196 ▼ | -0.9% | 100,593 | 0.2% | ETF |
GWX SPDR S&P International Small Cap ETF | $2,534,349 | $99,876 ▼ | -3.8% | 78,028 | 0.2% | ETF |
SCHA Schwab US Small-Cap ETF | $2,471,665 | $133,835 ▼ | -5.1% | 50,196 | 0.2% | ETF |
VUG Vanguard Growth ETF | $2,283,316 | $390,993 ▲ | 20.7% | 6,634 | 0.1% | ETF |
HYMB SPDR Nuveen Bloomberg High Yield Municipal Bond ETF | $2,260,639 | $161,616 ▲ | 7.7% | 87,997 | 0.1% | ETF |
VLUE iShares MSCI USA Value Factor ETF | $2,253,823 | $87,623 ▼ | -3.7% | 20,809 | 0.1% | ETF |
MRK Merck & Co., Inc. | $2,131,696 | $924 ▲ | 0.0% | 16,155 | 0.1% | Medical |
XLV Health Care Select Sector SPDR Fund | $2,122,248 | $422,500 ▲ | 24.9% | 14,366 | 0.1% | ETF |
QUS SPDR MSCI USA StrategicFactors ETF | $2,020,948 | $93,496 ▼ | -4.4% | 13,877 | 0.1% | ETF |
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund | $1,961,748 | $7,556 ▲ | 0.4% | 37,388 | 0.1% | ETF |
META Meta Platforms | $1,908,444 | $180,647 ▲ | 10.5% | 3,930 | 0.1% | Computer and Technology |
LLY Eli Lilly and Company | $1,902,791 | $665,899 ▲ | 53.8% | 2,446 | 0.1% | Medical |
IWD iShares Russell 1000 Value ETF | $1,824,598 | $17,732 ▼ | -1.0% | 10,187 | 0.1% | ETF |
MLN VanEck Long Muni ETF | $1,801,144 | $77,065 ▼ | -4.1% | 100,008 | 0.1% | ETF |
QQQ Invesco QQQ | $1,797,558 | $132,774 ▲ | 8.0% | 4,048 | 0.1% | Finance |
SCZ iShares MSCI EAFE Small-Cap ETF | $1,707,114 | $12,856 ▼ | -0.7% | 26,956 | 0.1% | ETF |
HYZD WisdomTree Interest Rate Hedged High Yield Bond Fund | $1,705,794 | $48,091 ▼ | -2.7% | 77,431 | 0.1% | Finance |
GILD Gilead Sciences | $1,630,397 | $929,542 ▲ | 132.6% | 22,258 | 0.1% | Medical |
AXP American Express | $1,611,944 | $6,603 ▲ | 0.4% | 7,080 | 0.1% | Finance |
IWO iShares Russell 2000 Growth ETF | $1,575,785 | $66,617 ▼ | -4.1% | 5,819 | 0.1% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $1,461,704 | $25,515 ▼ | -1.7% | 21,540 | 0.1% | Manufacturing |
XOM Exxon Mobil | $1,459,406 | $263,402 ▲ | 22.0% | 12,555 | 0.1% | Oils/Energy |
SCHM Schwab U.S. Mid-Cap ETF | $1,347,160 | $5,049 ▲ | 0.4% | 16,544 | 0.1% | ETF |
GOOGL Alphabet | $1,341,384 | $49,960 ▲ | 3.9% | 8,887 | 0.1% | Computer and Technology |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | $1,329,765 | $111,669 ▲ | 9.2% | 32,664 | 0.1% | ETF |
PHB Invesco Fundamental High Yield Corporate Bond ETF | $1,325,990 | $34,628 ▼ | -2.5% | 73,138 | 0.1% | ETF |
IWN iShares Russell 2000 Value ETF | $1,316,217 | $35,256 ▼ | -2.6% | 8,288 | 0.1% | ETF |
