AGG iShares Core U.S. Aggregate Bond ETF | $4,453,507,594 | $558,767,351 ▲ | 14.3% | 44,994,014 | 5.5% | ETF |
BSV Vanguard Short-Term Bond ETF | $3,946,244,504 | $406,756,423 ▲ | 11.5% | 50,651,293 | 4.9% | ETF |
VOO Vanguard S&P 500 ETF | $3,751,483,653 | $139,590,026 ▲ | 3.9% | 5,462,185 | 4.6% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $3,247,998,642 | $129,831,295 ▲ | 4.2% | 73,219,086 | 4.0% | ETF |
MTUM iShares MSCI USA Momentum Factor ETF | $2,782,891,724 | $93,066,005 ▼ | -3.2% | 8,117,410 | 3.4% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $2,604,883,799 | $58,496,962 ▲ | 2.3% | 36,559,773 | 3.2% | ETF |
DFUV Dimensional US Marketwide Value ETF | $2,385,777,428 | $56,817,299 ▲ | 2.4% | 43,369,886 | 2.9% | ETF |
DUHP Dimensional US High Profitability ETF | $2,155,567,953 | $122,025,906 ▲ | 6.0% | 51,655,115 | 2.7% | ETF |
AAPL Apple | $2,022,516,242 | $108,498,503 ▲ | 5.7% | 7,044,251 | 2.5% | Technology |
BNDX Vanguard Total International Bond ETF | $1,905,258,032 | $148,143,253 ▲ | 8.4% | 39,340,451 | 2.4% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $1,546,026,817 | $112,954,658 ▲ | 7.9% | 41,492,937 | 1.9% | ETF |
NVDA NVIDIA | $1,538,854,871 | $134,413,647 ▲ | 9.6% | 7,860,071 | 1.9% | Technology |
IMTM iShares MSCI Intl Momentum Factor ETF | $1,378,530,001 | $98,194,823 ▲ | 7.7% | 25,849,053 | 1.7% | ETF |
DFIV Dimensional International Value ETF | $1,294,054,908 | $91,481,143 ▲ | 7.6% | 23,955,107 | 1.6% | ETF |
DIHP Dimensional International High Profitability ETF | $1,215,288,809 | $111,994,614 ▲ | 10.2% | 35,612,854 | 1.5% | ETF |
AVSC Avantis U.S. Small Cap Equity ETF | $1,115,492,527 | $26,116,814 ▲ | 2.4% | 15,209,879 | 1.4% | ETF |
MUB iShares National Muni Bond ETF | $1,115,098,958 | $108,026,151 ▲ | 10.7% | 10,361,448 | 1.4% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $1,110,774,481 | $131,610,869 ▲ | 13.4% | 10,432,746 | 1.4% | ETF |
VB Vanguard Small-Cap ETF | $1,036,856,610 | $27,803,381 ▲ | 2.8% | 3,420,614 | 1.3% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $988,141,257 | $2,323,135 ▼ | -0.2% | 16,554,553 | 1.2% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $962,081,847 | $7,856,891 ▲ | 0.8% | 9,970,793 | 1.2% | ETF |
IVV iShares Core S&P 500 ETF | $954,731,669 | $376,091,914 ▲ | 65.0% | 1,274,862 | 1.2% | ETF |
MSFT Microsoft | $808,359,886 | $59,125,149 ▲ | 7.9% | 2,178,280 | 1.0% | Technology |
AMZN Amazon.com | $582,593,464 | $55,056,793 ▲ | 10.4% | 2,450,326 | 0.7% | Consumer Discretionary |
VTEB Vanguard Tax-Exempt Bond ETF | $580,651,659 | $32,750,094 ▲ | 6.0% | 11,479,867 | 0.7% | ETF |
GOOGL Alphabet | $574,184,265 | $23,794,747 ▲ | 4.3% | 1,608,650 | 0.7% | Communication Services |
VTI Vanguard Total Stock Market ETF | $569,532,147 | $196,280,523 ▼ | -25.6% | 1,539,700 | 0.7% | ETF |
GOOG Alphabet | $525,791,928 | $29,558,819 ▲ | 6.0% | 1,495,116 | 0.6% | Communication Services |
AVGO Broadcom | $465,152,365 | $19,861,877 ▲ | 4.5% | 1,235,090 | 0.6% | Technology |
MU Micron Technology | $459,102,862 | $2,487,810 ▲ | 0.5% | 400,823 | 0.6% | Technology |
VYM Vanguard High Dividend Yield ETF | $455,717,060 | $27,984,423 ▲ | 6.5% | 2,883,738 | 0.6% | ETF |
VXF Vanguard Extended Market ETF | $451,370,461 | $121,223,236 ▲ | 36.7% | 1,833,274 | 0.6% | ETF |
IEFA iShares Core MSCI EAFE ETF | $429,828,335 | $18,123,044 ▼ | -4.0% | 4,450,490 | 0.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $411,162,902 | $41,016,395 ▲ | 11.1% | 561,825 | 0.5% | ETF |
DFCA Dimensional California Municipal Bond ETF | $385,253,869 | $32,637,978 ▲ | 9.3% | 7,677,438 | 0.5% | ETF |
DFUS Dimensional U.S. Equity ETF | $321,967,182 | $43,849,619 ▲ | 15.8% | 3,929,304 | 0.4% | ETF |
JPM JPMorgan Chase & Co. | $311,115,864 | $37,458,240 ▲ | 13.7% | 951,938 | 0.4% | Finance |
QQQ Invesco QQQ | $301,309,457 | $47,275,837 ▲ | 18.6% | 411,743 | 0.4% | ETF |
META Meta Platforms | $300,205,365 | $34,390,371 ▲ | 12.9% | 536,488 | 0.4% | Communication Services |
BRK.B Berkshire Hathaway | $296,263,896 | $14,008,418 ▲ | 5.0% | 592,066 | 0.4% | Finance |
IWB iShares Russell 1000 ETF | $295,447,570 | $25,904,140 ▼ | -8.1% | 721,484 | 0.4% | ETF |
SCHX Schwab US Large-Cap ETF | $284,656,070 | $7,540,967 ▼ | -2.6% | 9,672,309 | 0.4% | ETF |
TSLA Tesla | $273,383,356 | $27,782,880 ▲ | 11.3% | 653,533 | 0.3% | Consumer Discretionary |
LAM RESEARCH CORP
| $262,900,158 | $12,399,736 ▼ | -4.5% | 608,542 | 0.3% | COM NEW |
INTC Intel | $255,539,130 | $96,048,976 ▼ | -27.3% | 1,830,116 | 0.3% | Technology |
QUAL iShares MSCI USA Quality Factor ETF | $254,290,321 | $557,791 ▼ | -0.2% | 1,158,867 | 0.3% | ETF |
AMD Advanced Micro Devices | $247,586,149 | $85,518,079 ▲ | 52.8% | 426,204 | 0.3% | Technology |
SCHF Schwab International Equity ETF | $241,189,903 | $5,374,382 ▼ | -2.2% | 8,707,217 | 0.3% | ETF |
JNJ Johnson & Johnson | $236,592,244 | $5,220,859 ▲ | 2.3% | 931,576 | 0.3% | Healthcare |
XOM ExxonMobil | $232,737,978 | $17,460,916 ▲ | 8.1% | 1,702,297 | 0.3% | Energy |
LLY Eli Lilly and Company | $227,568,969 | $17,593,233 ▲ | 8.4% | 189,731 | 0.3% | Healthcare |
VLUE iShares MSCI USA Value Factor ETF | $225,308,398 | $10,916,821 ▼ | -4.6% | 1,127,613 | 0.3% | ETF |
WALMART INC
| $224,255,292 | $11,682,765 ▲ | 5.5% | 1,980,005 | 0.3% | COM |
AMAT Applied Materials | $206,852,921 | $5,596,013 ▲ | 2.8% | 286,104 | 0.3% | Technology |
IWF iShares Russell 1000 Growth ETF | $204,093,062 | $153,417,907 ▲ | 302.7% | 1,643,658 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $203,441,443 | $6,849,253 ▲ | 3.5% | 1,371,731 | 0.3% | ETF |
CAT Caterpillar | $201,624,842 | $34,706,134 ▲ | 20.8% | 189,337 | 0.2% | Industrials |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $201,375,886 | $19,889,155 ▲ | 11.0% | 4,247,541 | 0.2% | ETF |
VXUS Vanguard Total International Stock ETF | $188,951,645 | $146,229,808 ▲ | 342.3% | 2,210,219 | 0.2% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $185,304,348 | $14,963,055 ▼ | -7.5% | 2,236,895 | 0.2% | ETF |
KLAC KLA | $179,091,938 | $159,571,010 ▲ | 817.4% | 593,590 | 0.2% | Technology |
XLK Technology Select Sector SPDR Fund | $177,203,434 | $32,407,075 ▲ | 22.4% | 930,104 | 0.2% | ETF |
CSCO Cisco Systems | $172,482,522 | $4,805,055 ▼ | -2.7% | 1,468,436 | 0.2% | Technology |
IDV iShares International Select Dividend ETF | $166,634,337 | $6,106,077 ▲ | 3.8% | 4,022,070 | 0.2% | ETF |
VGT Vanguard Information Technology ETF | $165,202,073 | $145,160,723 ▲ | 724.3% | 1,382,213 | 0.2% | ETF |
IWM iShares Russell 2000 ETF | $161,571,678 | $6,747,933 ▲ | 4.4% | 542,233 | 0.2% | ETF |
COST Costco Wholesale | $160,643,783 | $19,660,797 ▲ | 13.9% | 171,725 | 0.2% | Consumer Staples |
EFA iShares MSCI EAFE ETF | $157,928,143 | $11,684,838 ▼ | -6.9% | 1,520,294 | 0.2% | ETF |
HD Home Depot | $153,553,027 | $19,501,798 ▲ | 14.5% | 435,389 | 0.2% | Consumer Discretionary |
ESGD iShares ESG Aware MSCI EAFE ETF | $152,588,825 | $5,271,277 ▲ | 3.6% | 1,484,182 | 0.2% | ETF |
IVLU iShares MSCI Intl Value Factor ETF | $144,093,171 | $1,682,461 ▼ | -1.2% | 3,445,556 | 0.2% | ETF |
VUG Vanguard Growth ETF | $140,627,893 | $117,340,756 ▲ | 503.9% | 1,643,894 | 0.2% | ETF |
VIG Vanguard Dividend Appreciation ETF | $140,010,063 | $1,484,792 ▲ | 1.1% | 591,708 | 0.2% | ETF |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $139,685,372 | $6,238,517 ▲ | 4.7% | 5,532,094 | 0.2% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $138,536,585 | $1,916,538 ▲ | 1.4% | 843,347 | 0.2% | ETF |
ABBV AbbVie | $136,719,447 | $17,783,168 ▲ | 15.0% | 543,313 | 0.2% | Healthcare |
IQLT iShares MSCI Intl Quality Factor ETF | $135,517,784 | $277,331 ▲ | 0.2% | 2,734,970 | 0.2% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $134,827,892 | $8,856,600 ▲ | 7.0% | 5,566,800 | 0.2% | ETF |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $134,134,814 | $17,552,410 ▲ | 15.1% | 5,791,658 | 0.2% | ETF |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | $132,585,469 | $15,427,207 ▲ | 13.2% | 6,081,902 | 0.2% | ETF |
V Visa | $131,013,708 | $18,004,332 ▲ | 15.9% | 381,864 | 0.2% | Finance |
IJH iShares Core S&P Mid-Cap ETF | $128,974,944 | $20,584,139 ▼ | -13.8% | 1,672,609 | 0.2% | ETF |
VTES Vanguard Short-Term Tax-Exempt Bond ETF | $127,099,011 | $7,575,762 ▼ | -5.6% | 1,254,555 | 0.2% | ETF |
VTV Vanguard Value ETF | $126,786,061 | $21,935,317 ▲ | 20.9% | 581,774 | 0.2% | ETF |
CVX Chevron | $125,795,754 | $18,955,516 ▲ | 17.7% | 761,835 | 0.2% | Energy |
AVUS Avantis U.S. Equity ETF | $125,786,289 | $1,567,314 ▼ | -1.2% | 982,092 | 0.2% | ETF |
APOGEE THERAPEUTICS INC
| $124,936,493 | $14,581,054 ▲ | 13.2% | 941,283 | 0.2% | COM |
DFAS Dimensional U.S. Small Cap ETF | $124,052,594 | $12,173,555 ▲ | 10.9% | 1,506,590 | 0.2% | ETF |
DFAI Dimensional International Core Equity Market ETF | $122,635,990 | $24,043,674 ▲ | 24.4% | 2,972,994 | 0.2% | ETF |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | $122,579,874 | $60,080,237 ▲ | 96.1% | 2,389,937 | 0.2% | ETF |
APH Amphenol | $120,830,483 | $14,881,757 ▼ | -11.0% | 685,291 | 0.1% | Technology |
DFAT Dimensional U.S. Targeted Value ETF | $117,555,076 | $9,025,696 ▲ | 8.3% | 1,681,761 | 0.1% | ETF |
NFLX Netflix | $114,901,808 | $398,483 ▼ | -0.3% | 1,609,269 | 0.1% | Communication Services |
RJF Raymond James Financial | $109,473,451 | $1,784,984 ▼ | -1.6% | 720,078 | 0.1% | Finance |
MRK Merck & Co., Inc. | $108,641,472 | $7,648,576 ▲ | 7.6% | 845,459 | 0.1% | Healthcare |
BND Vanguard Total Bond Market ETF | $108,518,793 | $26,616,397 ▲ | 32.5% | 1,478,257 | 0.1% | ETF |
QCOM Qualcomm | $107,695,959 | $3,956,201 ▼ | -3.5% | 584,975 | 0.1% | Technology |
GLW Corning | $104,902,074 | $16,713,302 ▲ | 19.0% | 410,688 | 0.1% | Technology |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $104,519,356 | $983,157 ▲ | 0.9% | 4,313,634 | 0.1% | ETF |
IWV iShares Russell 3000 ETF | $103,312,831 | $14,260,941 ▼ | -12.1% | 242,291 | 0.1% | ETF |
