IWF iShares Russell 1000 Growth ETF | $20,283,382 | $15,794,731 â–² | 351.9% | 173,170 | 7.4% | ETF |
IWD iShares Russell 1000 Value ETF | $17,103,389 | $2,000,411 â–² | 13.2% | 68,485 | 6.2% | ETF |
VTV Vanguard Value ETF | $13,976,776 | $499,091 â–² | 3.7% | 63,038 | 5.1% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $13,579,374 | $228,106 â–¼ | -1.7% | 46,077 | 5.0% | ETF |
VUG Vanguard Growth ETF | $12,750,484 | $10,681,740 â–² | 516.3% | 152,920 | 4.7% | ETF |
AAPL Apple | $12,728,626 | $110,505 â–² | 0.9% | 37,781 | 4.7% | Technology |
VOE Vanguard Mid-Cap Value ETF | $11,726,564 | $109,721 â–¼ | -0.9% | 57,072 | 4.3% | ETF |
SCHX Schwab US Large-Cap ETF | $9,495,211 | $255,849 â–¼ | -2.6% | 325,625 | 3.5% | ETF |
VBR Vanguard Small-Cap Value ETF | $8,879,480 | $361,656 â–² | 4.2% | 36,141 | 3.2% | ETF |
IVV iShares Core S&P 500 ETF | $8,132,611 | $641,579 â–² | 8.6% | 10,952 | 3.0% | ETF |
VBK Vanguard Small-Cap Growth ETF | $7,215,986 | $191,840 â–¼ | -2.6% | 20,989 | 2.6% | ETF |
IEFA iShares Core MSCI EAFE ETF | $6,372,194 | $218,836 â–² | 3.6% | 65,808 | 2.3% | ETF |
VO Vanguard Mid-Cap ETF | $6,096,661 | $4,589,305 â–² | 304.5% | 75,258 | 2.2% | ETF |
NEAR iShares Short Duration Bond Active ETF | $5,214,337 | $201,277 â–² | 4.0% | 103,366 | 1.9% | ETF |
VB Vanguard Small-Cap ETF | $5,153,317 | $58,486 â–¼ | -1.1% | 17,358 | 1.9% | ETF |
EFG iShares MSCI EAFE Growth ETF | $5,076,212 | $325,050 â–² | 6.8% | 42,415 | 1.9% | ETF |
EFV iShares MSCI EAFE Value ETF | $4,677,201 | $436,171 â–² | 10.3% | 58,796 | 1.7% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $4,325,500 | $107,892 â–² | 2.6% | 128,812 | 1.6% | ETF |
DEM WisdomTree Emerging Markets High Dividend Fund | $4,030,449 | $1,622,204 â–¼ | -28.7% | 75,590 | 1.5% | ETF |
SCHA Schwab US Small-Cap ETF | $3,781,642 | $233,160 â–¼ | -5.8% | 111,652 | 1.4% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $3,232,440 | $48,643 â–¼ | -1.5% | 92,435 | 1.2% | ETF |
SF Stifel Financial | $3,091,594 | | 0.0% | 37,533 | 1.1% | Finance |
IEMG iShares Core MSCI Emerging Markets ETF | $3,062,424 | $51,361 â–² | 1.7% | 39,591 | 1.1% | ETF |
VV Vanguard Large-Cap ETF | $2,848,546 | $31,956 â–¼ | -1.1% | 8,379 | 1.0% | ETF |
IWN iShares Russell 2000 Value ETF | $2,712,642 | $229,941 â–¼ | -7.8% | 12,210 | 1.0% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,705,528 | $84,248 â–¼ | -3.0% | 3,661 | 1.0% | ETF |
IWB iShares Russell 1000 ETF | $2,265,771 | $3,236 â–² | 0.1% | 5,602 | 0.8% | ETF |
SCHF Schwab International Equity ETF | $2,099,251 | $36,816 â–² | 1.8% | 77,377 | 0.8% | ETF |
MSFT Microsoft | $1,893,027 | $371,601 â–² | 24.4% | 4,865 | 0.7% | Technology |
SCHV Schwab U.S. Large-Cap Value ETF | $1,804,770 | $229,575 â–² | 14.6% | 52,679 | 0.7% | ETF |
DSTL Distillate U.S. Fundamental Stability & Value ETF | $1,786,168 | $146,100 â–¼ | -7.6% | 27,740 | 0.7% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $1,716,470 | $61,318 â–¼ | -3.4% | 48,148 | 0.6% | ETF |
IWO iShares Russell 2000 Growth ETF | $1,564,143 | $102,732 â–¼ | -6.2% | 4,187 | 0.6% | ETF |
JNJ Johnson & Johnson | $1,536,660 | $177,389 â–² | 13.1% | 5,778 | 0.6% | Healthcare |
TJX TJX Companies | $1,373,330 | $136,051 â–¼ | -9.0% | 8,782 | 0.5% | Consumer Discretionary |
XOM ExxonMobil | $1,344,994 | $455,193 â–² | 51.2% | 8,690 | 0.5% | Energy |
BRK.B Berkshire Hathaway | $1,239,967 | $370,896 â–² | 42.7% | 2,494 | 0.5% | Finance |
AMZN Amazon.com | $1,216,881 | $267,950 â–² | 28.2% | 5,259 | 0.4% | Consumer Discretionary |
SCZ iShares MSCI EAFE Small-Cap ETF | $1,214,567 | $42,140 â–¼ | -3.4% | 14,584 | 0.4% | ETF |
VNQ Vanguard Real Estate ETF | $1,185,996 | $19,103 â–² | 1.6% | 11,796 | 0.4% | ETF |
JPM JPMorgan Chase & Co. | $1,171,186 | $332,335 â–² | 39.6% | 3,288 | 0.4% | Finance |
XLE Energy Select Sector SPDR Fund | $1,089,221 | $7,820 â–² | 0.7% | 18,664 | 0.4% | ETF |
RBLX Roblox | $1,033,138 | | 0.0% | 21,337 | 0.4% | Communication Services |
ABBV AbbVie | $958,018 | $46,244 â–² | 5.1% | 3,729 | 0.4% | Healthcare |
ICF iShares Select U.S. REIT ETF | $955,734 | $16,656 â–² | 1.8% | 13,657 | 0.3% | ETF |
BND Vanguard Total Bond Market ETF | $938,487 | $108,906 â–¼ | -10.4% | 12,952 | 0.3% | ETF |
LLY Eli Lilly and Company | $923,339 | $755,677 â–² | 450.7% | 771 | 0.3% | Healthcare |
ICSH iShares Ultra Short-Term Bond Active ETF | $845,695 | $46,868 â–¼ | -5.3% | 16,745 | 0.3% | ETF |
IVW iShares S&P 500 Growth ETF | $838,203 | $3,970 â–¼ | -0.5% | 6,334 | 0.3% | ETF |
PG Procter & Gamble | $822,147 | $145,373 â–² | 21.5% | 5,531 | 0.3% | Consumer Staples |
TORTOISE CAPITAL SERIES TRUS
| $776,678 | $17,616 â–¼ | -2.2% | 15,167 | 0.3% | GLOBAL WATER ETF |
NVDA NVIDIA | $770,002 | $10,220 â–² | 1.3% | 3,918 | 0.3% | Technology |
IWM iShares Russell 2000 ETF | $767,721 | $35,442 â–² | 4.8% | 2,621 | 0.3% | ETF |
BNY MELLON ETF TRUST II
| $729,485 | $336,097 â–² | 85.4% | 21,659 | 0.3% | DYNAMIC VALUE |
GOOG Alphabet | $713,043 | $104,196 â–² | 17.1% | 2,183 | 0.3% | Communication Services |
HD Home Depot | $711,775 | $262,463 â–² | 58.4% | 2,118 | 0.3% | Consumer Discretionary |
MRK Merck & Co., Inc. | $593,912 | $3,269 â–¼ | -0.5% | 4,542 | 0.2% | Healthcare |
WALMART INC
| $579,870 | $24,250 â–¼ | -4.0% | 5,189 | 0.2% | COM |
VTI Vanguard Total Stock Market ETF | $573,116 | $36,869 â–² | 6.9% | 1,570 | 0.2% | ETF |
PM Philip Morris International | $562,719 | $14,479 â–¼ | -2.5% | 2,876 | 0.2% | Consumer Staples |
CI Cigna Group | $558,069 | $23,859 â–² | 4.5% | 1,918 | 0.2% | Healthcare |
EFA iShares MSCI EAFE ETF | $555,660 | $51,223 â–¼ | -8.4% | 5,348 | 0.2% | ETF |
EFSC Enterprise Financial Services | $547,375 | $151,075 â–² | 38.1% | 8,337 | 0.2% | Finance |
AEE Ameren | $528,154 | $195,521 â–² | 58.8% | 4,711 | 0.2% | Utilities |
IJT iShares S&P Small-Cap 600 Growth ETF | $519,141 | $71,106 â–¼ | -12.0% | 3,008 | 0.2% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $500,139 | $14,630 â–² | 3.0% | 7,145 | 0.2% | ETF |
ORCL Oracle | $499,504 | | 0.0% | 4,166 | 0.2% | Technology |
RTX RTX | $499,309 | $12,232 â–¼ | -2.4% | 2,286 | 0.2% | Industrials |
IVE iShares S&P 500 Value ETF | $497,997 | $465 â–² | 0.1% | 2,143 | 0.2% | ETF |
EMR Emerson Electric | $482,837 | $149,450 â–² | 44.8% | 3,234 | 0.2% | Industrials |
MU Micron Technology | $469,914 | $900 â–² | 0.2% | 522 | 0.2% | Technology |
XLK Technology Select Sector SPDR Fund | $454,197 | $4,532 â–² | 1.0% | 2,606 | 0.2% | ETF |
IJR iShares Core S&P Small-Cap ETF | $447,602 | $9,749 â–¼ | -2.1% | 3,076 | 0.2% | ETF |
IWR iShares Russell Mid-Cap ETF | $438,453 | $4,289 â–² | 1.0% | 3,987 | 0.2% | ETF |
GOOGL Alphabet | $435,785 | $31,034 â–¼ | -6.6% | 1,334 | 0.2% | Communication Services |
PEP PepsiCo | $433,869 | $123,563 â–² | 39.8% | 3,104 | 0.2% | Consumer Staples |
VIG Vanguard Dividend Appreciation ETF | $430,666 | $1,679 â–² | 0.4% | 1,795 | 0.2% | ETF |
UNP Union Pacific | $425,605 | $8,081 â–¼ | -1.9% | 1,422 | 0.2% | Industrials |
CSCO Cisco Systems | $407,641 | $16,613 â–¼ | -3.9% | 3,558 | 0.1% | Technology |
CVX Chevron | $405,080 | $119,510 â–² | 41.8% | 2,132 | 0.1% | Energy |
IWS iShares Russell Mid-Cap Value ETF | $403,086 | $15,742 â–¼ | -3.8% | 2,407 | 0.1% | ETF |
KO CocaCola | $402,678 | | 0.0% | 4,790 | 0.1% | Consumer Staples |
IJK iShares S&P Mid-Cap 400 Growth ETF | $402,140 | $9,431 â–¼ | -2.3% | 3,539 | 0.1% | ETF |
T AT&T | $380,227 | $128,598 â–² | 51.1% | 15,570 | 0.1% | Communication Services |
DFIV Dimensional International Value ETF | $365,948 | $5,338 â–² | 1.5% | 6,513 | 0.1% | ETF |
CAT Caterpillar | $365,032 | | 0.0% | 418 | 0.1% | Industrials |
MS Morgan Stanley | $358,959 | $35,188 â–¼ | -8.9% | 1,673 | 0.1% | Finance |
ALL Allstate | $358,724 | | 0.0% | 1,373 | 0.1% | Finance |
SDY SPDR S&P Dividend ETF | $354,643 | $9,555 â–² | 2.8% | 2,264 | 0.1% | ETF |
BAC Bank of America | $351,718 | $2,609 â–¼ | -0.7% | 5,661 | 0.1% | Finance |
VYM Vanguard High Dividend Yield ETF | $349,382 | $17,087 â–² | 5.1% | 2,147 | 0.1% | ETF |
ABT Abbott Laboratories | $348,057 | $1,881 â–¼ | -0.5% | 3,331 | 0.1% | Healthcare |
IJS iShares S&P Small-Cap 600 Value ETF | $337,228 | $15,118 â–¼ | -4.3% | 2,476 | 0.1% | ETF |
META Meta Platforms | $333,962 | $1,188 â–² | 0.4% | 562 | 0.1% | Communication Services |
C Citigroup | $311,321 | $23,159 â–¼ | -6.9% | 2,339 | 0.1% | Finance |
JCI Johnson Controls International | $303,987 | $14,626 â–¼ | -4.6% | 2,120 | 0.1% | Industrials |
SPDW SPDR Portfolio Developed World ex-US ETF | $302,499 | $4,215 â–² | 1.4% | 6,100 | 0.1% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $301,289 | $7,563 â–² | 2.6% | 2,191 | 0.1% | ETF |
CGW Invesco S&P Global Water Index ETF | $297,812 | $6,788 â–² | 2.3% | 4,607 | 0.1% | ETF |
MO Altria Group | $281,471 | $2,186 â–¼ | -0.8% | 3,862 | 0.1% | Consumer Staples |
