AGG iShares Core U.S. Aggregate Bond ETF | $2,587,718,855 | $271,859,664 ▲ | 11.7% | 26,159,713 | 5.9% | Finance |
BSV Vanguard Short-Term Bond ETF | $2,476,166,239 | $215,492,048 ▲ | 9.5% | 31,632,611 | 5.7% | ETF |
VOO Vanguard S&P 500 ETF | $2,201,626,859 | $155,418,235 ▲ | 7.6% | 4,284,070 | 5.1% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $1,774,048,437 | $240,092,786 ▲ | 15.7% | 53,776,312 | 4.1% | ETF |
MTUM iShares MSCI USA Momentum Factor ETF | $1,500,393,917 | $103,626,222 ▲ | 7.4% | 7,423,029 | 3.4% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $1,444,555,832 | $177,575,986 ▲ | 14.0% | 28,419,354 | 3.3% | ETF |
DFUV Dimensional US Marketwide Value ETF | $1,410,687,587 | $113,053,619 ▲ | 8.7% | 34,232,617 | 3.2% | ETF |
DUHP Dimensional US High Profitability ETF | $1,261,346,695 | $78,637,110 ▲ | 6.6% | 38,061,156 | 2.9% | ETF |
BNDX Vanguard Total International Bond ETF | $1,194,661,295 | $146,340,350 ▲ | 14.0% | 24,470,734 | 2.7% | ETF |
AAPL Apple | $1,116,433,903 | $16,293,794 ▲ | 1.5% | 5,063,620 | 2.6% | Computer and Technology |
DFIC Dimensional International Core Equity 2 ETF | $857,999,227 | $96,835,712 ▲ | 12.7% | 30,896,623 | 2.0% | ETF |
IMTM iShares MSCI Intl Momentum Factor ETF | $794,475,884 | $73,646,883 ▲ | 10.2% | 19,891,735 | 1.8% | ETF |
DFIV Dimensional International Value ETF | $751,787,759 | $51,512,675 ▲ | 7.4% | 19,100,299 | 1.7% | ETF |
MUB iShares National Muni Bond ETF | $717,125,588 | $38,568,476 ▲ | 5.7% | 6,801,267 | 1.6% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $693,942,334 | $33,830,014 ▲ | 5.1% | 6,571,424 | 1.6% | ETF |
DIHP Dimensional International High Profitability ETF | $656,076,476 | $55,487,241 ▲ | 9.2% | 24,353,247 | 1.5% | ETF |
AVSC Avantis U.S. Small Cap Equity ETF | $611,156,912 | $55,319,215 ▲ | 10.0% | 12,627,209 | 1.4% | ETF |
VB Vanguard Small-Cap ETF | $584,291,820 | $58,399,401 ▲ | 11.1% | 2,634,913 | 1.3% | ETF |
NVDA NVIDIA | $544,459,441 | $33,865,243 ▲ | 6.6% | 5,409,314 | 1.2% | Computer and Technology |
AVEM Avantis Emerging Markets Equity ETF | $535,022,395 | $51,977,195 ▲ | 10.8% | 8,891,846 | 1.2% | ETF |
MSFT Microsoft | $533,642,236 | $10,203,784 ▲ | 1.9% | 1,426,336 | 1.2% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $532,063,362 | $57,157,855 ▲ | 12.0% | 11,755,709 | 1.2% | ETF |
VTI Vanguard Total Stock Market ETF | $380,316,126 | $55,941,616 ▲ | 17.2% | 1,384,395 | 0.9% | ETF |
IVV iShares Core S&P 500 ETF | $354,808,025 | $18,900,844 ▲ | 5.6% | 631,455 | 0.8% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $313,152,373 | $21,671,387 ▲ | 7.4% | 6,311,011 | 0.7% | ETF |
AMZN Amazon.com | $310,862,458 | $18,089,251 ▲ | 6.2% | 1,634,888 | 0.7% | Retail/Wholesale |
IWB iShares Russell 1000 ETF | $310,031,444 | $72,343,431 ▲ | 30.4% | 1,010,730 | 0.7% | ETF |
VYM Vanguard High Dividend Yield ETF | $300,439,961 | $18,325,090 ▲ | 6.5% | 2,329,714 | 0.7% | ETF |
SCHX Schwab US Large-Cap ETF | $258,664,503 | $4,028,165 ▼ | -1.5% | 11,714,878 | 0.6% | ETF |
SPY SPDR S&P 500 ETF Trust | $251,317,778 | $1,082,503 ▲ | 0.4% | 457,130 | 0.6% | Finance |
QUAL iShares MSCI USA Quality Factor ETF | $220,376,955 | $8,830,226 ▼ | -3.9% | 1,289,584 | 0.5% | ETF |
BRK.B Berkshire Hathaway | $219,690,066 | $1,982,864 ▼ | -0.9% | 412,598 | 0.5% | Finance |
META Meta Platforms | $211,241,598 | $8,197,962 ▲ | 4.0% | 366,518 | 0.5% | Computer and Technology |
DFCA Dimensional California Municipal Bond ETF | $208,394,228 | $18,077,760 ▲ | 9.5% | 4,201,497 | 0.5% | ETF |
SCHF Schwab International Equity ETF | $199,175,658 | $3,653,228 ▼ | -1.8% | 10,069,548 | 0.5% | ETF |
VO Vanguard Mid-Cap ETF | $186,107,728 | $16,567,344 ▲ | 9.8% | 723,746 | 0.4% | ETF |
GOOG Alphabet | $161,840,206 | $9,236,857 ▼ | -5.4% | 1,041,719 | 0.4% | Computer and Technology |
VLUE iShares MSCI USA Value Factor ETF | $155,186,325 | $6,487,840 ▼ | -4.0% | 1,455,099 | 0.4% | ETF |
VUG Vanguard Growth ETF | $154,361,823 | $32,688,013 ▲ | 26.9% | 418,422 | 0.4% | ETF |
GOOGL Alphabet | $151,402,793 | $3,317,804 ▲ | 2.2% | 979,248 | 0.3% | Computer and Technology |
DFUS Dimensional U.S. Equity ETF | $150,369,435 | $46,593,654 ▲ | 44.9% | 2,486,268 | 0.3% | ETF |
RJF Raymond James Financial | $145,779,976 | $18,584,774 ▼ | -11.3% | 1,049,456 | 0.3% | Finance |
NFLX Netflix | $145,086,252 | $5,068,149 ▲ | 3.6% | 155,674 | 0.3% | Consumer Discretionary |
USMV iShares MSCI USA Min Vol Factor ETF | $143,281,608 | $15,752,351 ▼ | -9.9% | 1,529,810 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $141,115,348 | $2,925,425 ▲ | 2.1% | 575,474 | 0.3% | Finance |
IWF iShares Russell 1000 Growth ETF | $140,974,836 | $2,124,494 ▲ | 1.5% | 390,444 | 0.3% | ETF |
WMT Walmart | $135,895,482 | $1,577,454 ▲ | 1.2% | 1,547,918 | 0.3% | Retail/Wholesale |
EOG EOG Resources | $135,611,642 | $10,060,301 ▲ | 8.0% | 1,057,483 | 0.3% | Energy |
IVLU iShares MSCI Intl Value Factor ETF | $132,597,042 | $5,107,569 ▼ | -3.7% | 4,374,696 | 0.3% | ETF |
AVGO Broadcom | $129,542,350 | $9,310,963 ▼ | -6.7% | 778,565 | 0.3% | Computer and Technology |
IQLT iShares MSCI Intl Quality Factor ETF | $128,225,121 | $1,215,784 ▼ | -0.9% | 3,230,666 | 0.3% | ETF |
XOM Exxon Mobil | $126,981,954 | $2,389,545 ▲ | 1.9% | 1,067,861 | 0.3% | Energy |
HD Home Depot | $120,487,149 | $2,187,943 ▼ | -1.8% | 328,760 | 0.3% | Retail/Wholesale |
SHM SPDR Nuveen ICE Short Term Municipal Bond ETF | $117,154,866 | $6,476,836 ▼ | -5.2% | 2,461,237 | 0.3% | Finance |
IEFA iShares Core MSCI EAFE ETF | $114,325,740 | $681,594 ▲ | 0.6% | 1,511,273 | 0.3% | ETF |
VTV Vanguard Value ETF | $113,947,775 | $27,416,949 ▲ | 31.7% | 659,649 | 0.3% | ETF |
JNJ Johnson & Johnson | $113,765,625 | $2,439,839 ▲ | 2.2% | 685,996 | 0.3% | Medical |
VCSH Vanguard Short-Term Corporate Bond ETF | $112,206,869 | $14,473,488 ▼ | -11.4% | 1,421,420 | 0.3% | ETF |
V Visa | $107,875,525 | $16,855,365 ▲ | 18.5% | 307,837 | 0.2% | Business Services |
COST Costco Wholesale | $104,232,444 | $1,212,181 ▲ | 1.2% | 110,580 | 0.2% | Retail/Wholesale |
EFA iShares MSCI EAFE ETF | $103,875,977 | $8,975,217 ▲ | 9.5% | 1,270,983 | 0.2% | Finance |
QQQ Invesco QQQ | $102,416,734 | $20,046,783 ▲ | 24.3% | 218,410 | 0.2% | Finance |
ESGD iShares ESG Aware MSCI EAFE ETF | $100,417,708 | $1,920,778 ▲ | 2.0% | 1,229,253 | 0.2% | Manufacturing |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $99,528,398 | $8,008,880 ▲ | 8.8% | 2,096,217 | 0.2% | ETF |
QCOM QUALCOMM | $92,263,908 | $3,922,587 ▲ | 4.4% | 600,637 | 0.2% | Computer and Technology |
LLY Eli Lilly and Company | $91,312,006 | $594,302 ▲ | 0.7% | 112,315 | 0.2% | Medical |
USFR WisdomTree Floating Rate Treasury Fund | $89,947,890 | $39,889,348 ▲ | 79.7% | 1,786,567 | 0.2% | Finance |
DFAT Dimensional U.S. Targeted Value ETF | $89,611,121 | $12,049,379 ▲ | 15.5% | 1,740,360 | 0.2% | ETF |
PG Procter & Gamble | $87,506,809 | $225,256 ▼ | -0.3% | 513,566 | 0.2% | Consumer Staples |
VIG Vanguard Dividend Appreciation ETF | $86,599,868 | $3,639,023 ▼ | -4.0% | 446,466 | 0.2% | ETF |
IDV iShares International Select Dividend ETF | $82,580,975 | $3,820,485 ▲ | 4.9% | 2,662,185 | 0.2% | ETF |
TSLA Tesla | $82,004,911 | $6,498,174 ▼ | -7.3% | 316,426 | 0.2% | Auto/Tires/Trucks |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $80,663,374 | $868,154 ▲ | 1.1% | 1,904,915 | 0.2% | ETF |
AVDE Avantis International Equity ETF | $77,929,332 | $37,762,098 ▲ | 94.0% | 1,175,937 | 0.2% | ETF |
SUSL iShares ESG MSCI USA Leaders ETF | $77,618,888 | $4,122,036 ▼ | -5.0% | 810,133 | 0.2% | Manufacturing |
UNH UnitedHealth Group | $75,292,573 | $2,391,263 ▼ | -3.1% | 143,736 | 0.2% | Medical |
RSP Invesco S&P 500 Equal Weight ETF | $74,541,495 | $17,457,780 ▲ | 30.6% | 441,358 | 0.2% | ETF |
SPOT Spotify Technology | $69,904,370 | $716,111 ▲ | 1.0% | 128,073 | 0.2% | Computer and Technology |
ABBV AbbVie | $68,890,674 | $600,840 ▼ | -0.9% | 331,589 | 0.2% | Medical |
INTC Intel | $67,855,986 | $29,137 ▼ | 0.0% | 2,987,935 | 0.2% | Computer and Technology |
IWV iShares Russell 3000 ETF | $67,255,437 | $2,543,976 ▲ | 3.9% | 211,735 | 0.2% | ETF |
BRK.A Berkshire Hathaway | $64,673,770 | $48,704,938 ▲ | 305.0% | 81 | 0.1% | Finance |
SYK Stryker | $64,368,365 | $2,284,305 ▼ | -3.4% | 172,988 | 0.1% | Medical |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $62,308,643 | $8,985,105 ▲ | 16.9% | 2,573,674 | 0.1% | ETF |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $61,988,498 | $7,363,418 ▲ | 13.5% | 2,464,751 | 0.1% | ETF |
CVX Chevron | $61,734,327 | $458,594 ▲ | 0.7% | 372,349 | 0.1% | Energy |
APOGEE THERAPEUTICS INC
| $61,277,126 | $34,374,152 ▲ | 127.8% | 1,640,180 | 0.1% | COM |
DFAS Dimensional U.S. Small Cap ETF | $61,121,375 | $13,571,149 ▲ | 28.5% | 1,022,951 | 0.1% | ETF |
AVUS Avantis U.S. Equity ETF | $60,778,985 | $20,060,398 ▲ | 49.3% | 657,924 | 0.1% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $60,650,171 | $9,227,380 ▲ | 17.9% | 2,508,278 | 0.1% | ETF |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $59,799,304 | $9,720,057 ▲ | 19.4% | 2,361,388 | 0.1% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $59,182,185 | $29,450,395 ▲ | 99.1% | 1,008,471 | 0.1% | ETF |
ACN Accenture | $58,405,448 | $2,662,109 ▼ | -4.4% | 199,584 | 0.1% | Computer and Technology |
IAU iShares Gold Trust | $57,259,840 | $904,241 ▼ | -1.6% | 971,068 | 0.1% | Finance |
ORCL Oracle | $56,837,002 | $3,056,763 ▼ | -5.1% | 406,629 | 0.1% | Computer and Technology |
BNDW Vanguard Total World Bond ETF | $56,749,175 | $47,332,254 ▲ | 502.6% | 824,723 | 0.1% | ETF |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $56,664,025 | $8,888,973 ▲ | 18.6% | 2,449,807 | 0.1% | ETF |
MRK Merck & Co., Inc. | $55,785,143 | $1,043,585 ▼ | -1.8% | 621,578 | 0.1% | Medical |
IJH iShares Core S&P Mid-Cap ETF | $54,374,597 | $2,921,631 ▲ | 5.7% | 931,985 | 0.1% | ETF |
SCHA Schwab US Small-Cap ETF | $54,195,135 | $2,009,030 ▼ | -3.6% | 2,313,118 | 0.1% | ETF |
