AGG iShares Core U.S. Aggregate Bond ETF | $4,403,603,717 | $508,863,510 â–² | 13.1% | 44,489,833 | 5.5% | ETF |
BSV Vanguard Short-Term Bond ETF | $3,930,827,082 | $391,338,965 â–² | 11.1% | 50,453,405 | 4.9% | ETF |
VOO Vanguard S&P 500 ETF | $3,741,073,350 | $129,180,034 â–² | 3.6% | 5,447,028 | 4.7% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $3,247,103,508 | $128,936,155 â–² | 4.1% | 73,198,907 | 4.1% | ETF |
MTUM iShares MSCI USA Momentum Factor ETF | $2,781,298,225 | $94,659,478 â–¼ | -3.3% | 8,112,762 | 3.5% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $2,602,004,727 | $55,617,892 â–² | 2.2% | 36,519,365 | 3.3% | ETF |
DFUV Dimensional US Marketwide Value ETF | $2,370,225,163 | $41,265,036 â–² | 1.8% | 43,087,169 | 3.0% | ETF |
DUHP Dimensional US High Profitability ETF | $2,135,965,531 | $102,423,489 â–² | 5.0% | 51,185,371 | 2.7% | ETF |
AAPL Apple | $2,008,391,526 | $94,478,080 â–² | 4.9% | 6,995,437 | 2.5% | Technology |
BNDX Vanguard Total International Bond ETF | $1,888,171,436 | $131,056,664 â–² | 7.5% | 38,987,641 | 2.4% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $1,545,471,349 | $112,399,186 â–² | 7.8% | 41,478,029 | 1.9% | ETF |
NVDA NVIDIA | $1,524,228,744 | $120,077,618 â–² | 8.6% | 7,786,973 | 1.9% | Technology |
IMTM iShares MSCI Intl Momentum Factor ETF | $1,377,946,720 | $97,611,552 â–² | 7.6% | 25,838,116 | 1.7% | ETF |
DFIV Dimensional International Value ETF | $1,284,320,116 | $81,746,360 â–² | 6.8% | 23,774,900 | 1.6% | ETF |
DIHP Dimensional International High Profitability ETF | $1,206,977,926 | $103,683,741 â–² | 9.4% | 35,369,312 | 1.5% | ETF |
AVSC Avantis U.S. Small Cap Equity ETF | $1,115,250,754 | $25,875,013 â–² | 2.4% | 15,206,582 | 1.4% | ETF |
MUB iShares National Muni Bond ETF | $1,113,530,338 | $106,457,486 â–² | 10.6% | 10,346,872 | 1.4% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $1,109,235,095 | $130,071,521 â–² | 13.3% | 10,418,288 | 1.4% | ETF |
VB Vanguard Small-Cap ETF | $1,036,625,486 | $27,572,400 â–² | 2.7% | 3,419,852 | 1.3% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $987,227,685 | $3,236,690 â–¼ | -0.3% | 16,539,248 | 1.2% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $961,821,040 | $7,596,079 â–² | 0.8% | 9,968,090 | 1.2% | ETF |
IVV iShares Core S&P 500 ETF | $951,896,118 | $373,256,516 â–² | 64.5% | 1,271,076 | 1.2% | ETF |
MSFT Microsoft | $800,404,546 | $51,208,082 â–² | 6.8% | 2,156,953 | 1.0% | Technology |
VTEB Vanguard Tax-Exempt Bond ETF | $579,826,544 | $31,924,982 â–² | 5.8% | 11,463,554 | 0.7% | ETF |
AMZN Amazon.com | $575,156,064 | $47,635,947 â–² | 9.0% | 2,419,121 | 0.7% | Consumer Discretionary |
GOOGL Alphabet | $569,986,252 | $19,601,651 â–² | 3.6% | 1,596,903 | 0.7% | Communication Services |
VTI Vanguard Total Stock Market ETF | $563,907,006 | $201,902,514 â–¼ | -26.4% | 1,524,499 | 0.7% | ETF |
GOOG Alphabet | $517,336,439 | $21,141,314 â–² | 4.3% | 1,471,185 | 0.6% | Communication Services |
AVGO Broadcom | $461,528,680 | $16,248,636 â–² | 3.6% | 1,225,497 | 0.6% | Technology |
MU Micron Technology | $456,880,016 | $281,758 â–² | 0.1% | 398,897 | 0.6% | Technology |
VXF Vanguard Extended Market ETF | $450,735,427 | $120,588,244 â–² | 36.5% | 1,830,695 | 0.6% | ETF |
VYM Vanguard High Dividend Yield ETF | $430,491,687 | $2,759,045 â–² | 0.6% | 2,724,114 | 0.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $402,894,505 | $32,900,007 â–² | 8.9% | 550,753 | 0.5% | ETF |
IEFA iShares Core MSCI EAFE ETF | $392,878,623 | $55,072,713 â–¼ | -12.3% | 4,067,909 | 0.5% | ETF |
DFCA Dimensional California Municipal Bond ETF | $384,235,194 | $31,619,322 â–² | 9.0% | 7,657,138 | 0.5% | ETF |
DFUS Dimensional U.S. Equity ETF | $313,429,022 | $35,311,469 â–² | 12.7% | 3,825,104 | 0.4% | ETF |
JPM JPMorgan Chase & Co. | $304,076,606 | $30,428,805 â–² | 11.1% | 930,433 | 0.4% | Finance |
META Meta Platforms | $299,386,029 | $33,575,611 â–² | 12.6% | 535,033 | 0.4% | Communication Services |
QQQ Invesco QQQ | $298,328,324 | $44,310,751 â–² | 17.4% | 407,695 | 0.4% | ETF |
BRK.B Berkshire Hathaway | $295,072,467 | $12,816,989 â–² | 4.5% | 589,685 | 0.4% | Finance |
IWB iShares Russell 1000 ETF | $293,050,560 | $28,301,371 â–¼ | -8.8% | 715,630 | 0.4% | ETF |
SCHX Schwab US Large-Cap ETF | $284,610,035 | $7,586,995 â–¼ | -2.6% | 9,670,745 | 0.4% | ETF |
TSLA Tesla | $271,836,389 | $26,243,503 â–² | 10.7% | 649,855 | 0.3% | Consumer Discretionary |
LAM RESEARCH CORP
| $262,642,994 | $12,655,875 â–¼ | -4.6% | 607,949 | 0.3% | COM NEW |
INTC Intel | $255,309,159 | $96,278,947 â–¼ | -27.4% | 1,828,469 | 0.3% | Technology |
QUAL iShares MSCI USA Quality Factor ETF | $253,913,064 | $934,992 â–¼ | -0.4% | 1,157,148 | 0.3% | ETF |
AMD Advanced Micro Devices | $246,538,187 | $84,470,117 â–² | 52.1% | 424,400 | 0.3% | Technology |
SCHF Schwab International Equity ETF | $241,189,903 | $5,374,382 â–¼ | -2.2% | 8,707,217 | 0.3% | ETF |
JNJ Johnson & Johnson | $235,716,843 | $4,345,425 â–² | 1.9% | 928,129 | 0.3% | Healthcare |
XOM ExxonMobil | $230,559,106 | $15,282,013 â–² | 7.1% | 1,686,360 | 0.3% | Energy |
LLY Eli Lilly and Company | $226,539,767 | $16,564,115 â–² | 7.9% | 188,873 | 0.3% | Healthcare |
VLUE iShares MSCI USA Value Factor ETF | $225,308,398 | $10,916,821 â–¼ | -4.6% | 1,127,613 | 0.3% | ETF |
WALMART INC
| $223,048,662 | $10,476,095 â–² | 4.9% | 1,969,351 | 0.3% | COM |
AMAT Applied Materials | $205,539,230 | $4,282,323 â–² | 2.1% | 284,287 | 0.3% | Technology |
IWF iShares Russell 1000 Growth ETF | $203,457,392 | $152,782,248 â–² | 301.5% | 1,638,539 | 0.3% | ETF |
CAT Caterpillar | $200,769,052 | $33,850,020 â–² | 20.3% | 188,533 | 0.3% | Industrials |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $197,732,109 | $16,245,367 â–² | 9.0% | 4,170,684 | 0.2% | ETF |
VXUS Vanguard Total International Stock ETF | $188,062,779 | $145,340,948 â–² | 340.2% | 2,199,822 | 0.2% | ETF |
IJR iShares Core S&P Small-Cap ETF | $187,100,876 | $9,491,244 â–¼ | -4.8% | 1,261,553 | 0.2% | ETF |
KLAC KLA | $177,096,126 | $157,575,198 â–² | 807.2% | 586,975 | 0.2% | Technology |
CSCO Cisco Systems | $171,652,344 | $5,635,263 â–¼ | -3.2% | 1,461,368 | 0.2% | Technology |
IEMG iShares Core MSCI Emerging Markets ETF | $166,437,038 | $33,830,357 â–¼ | -16.9% | 2,009,139 | 0.2% | ETF |
IDV iShares International Select Dividend ETF | $166,232,398 | $5,704,124 â–² | 3.6% | 4,012,368 | 0.2% | ETF |
VGT Vanguard Information Technology ETF | $165,200,142 | $145,158,795 â–² | 724.3% | 1,382,197 | 0.2% | ETF |
IWM iShares Russell 2000 ETF | $161,530,718 | $6,707,391 â–² | 4.3% | 542,097 | 0.2% | ETF |
COST Costco Wholesale | $160,204,175 | $19,221,133 â–² | 13.6% | 171,255 | 0.2% | Consumer Staples |
EFA iShares MSCI EAFE ETF | $156,477,882 | $13,135,107 â–¼ | -7.7% | 1,506,333 | 0.2% | ETF |
HD Home Depot | $153,071,572 | $19,020,384 â–² | 14.2% | 434,024 | 0.2% | Consumer Discretionary |
ESGD iShares ESG Aware MSCI EAFE ETF | $150,355,952 | $3,038,447 â–² | 2.1% | 1,462,464 | 0.2% | ETF |
IVLU iShares MSCI Intl Value Factor ETF | $144,093,171 | $1,682,461 â–¼ | -1.2% | 3,445,556 | 0.2% | ETF |
VUG Vanguard Growth ETF | $140,627,893 | $117,340,756 â–² | 503.9% | 1,643,894 | 0.2% | ETF |
VIG Vanguard Dividend Appreciation ETF | $140,010,063 | $1,484,792 â–² | 1.1% | 591,708 | 0.2% | ETF |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $139,524,696 | $6,077,851 â–² | 4.6% | 5,525,731 | 0.2% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $137,879,641 | $1,259,622 â–² | 0.9% | 839,348 | 0.2% | ETF |
ABBV AbbVie | $136,074,698 | $17,138,460 â–² | 14.4% | 540,751 | 0.2% | Healthcare |
IQLT iShares MSCI Intl Quality Factor ETF | $135,517,784 | $277,331 â–² | 0.2% | 2,734,970 | 0.2% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $134,667,081 | $8,695,780 â–² | 6.9% | 5,560,160 | 0.2% | ETF |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $133,974,285 | $17,391,887 â–² | 14.9% | 5,784,727 | 0.2% | ETF |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | $132,424,916 | $15,266,650 â–² | 13.0% | 6,074,537 | 0.2% | ETF |
XLK Technology Select Sector SPDR Fund | $132,353,466 | $12,442,860 â–¼ | -8.6% | 694,696 | 0.2% | ETF |
V Visa | $129,976,447 | $16,967,158 â–² | 15.0% | 378,841 | 0.2% | Finance |
VTES Vanguard Short-Term Tax-Exempt Bond ETF | $127,099,011 | $7,575,762 â–¼ | -5.6% | 1,254,555 | 0.2% | ETF |
VTV Vanguard Value ETF | $126,775,383 | $21,924,639 â–² | 20.9% | 581,725 | 0.2% | ETF |
AVUS Avantis U.S. Equity ETF | $125,786,289 | $1,567,314 â–¼ | -1.2% | 982,092 | 0.2% | ETF |
CVX Chevron | $125,279,124 | $18,440,544 â–² | 17.3% | 758,718 | 0.2% | Energy |
APOGEE THERAPEUTICS INC
| $124,936,493 | $14,581,054 â–² | 13.2% | 941,283 | 0.2% | COM |
APH Amphenol | $120,700,076 | $15,012,243 â–¼ | -11.1% | 684,551 | 0.2% | Technology |
IJH iShares Core S&P Mid-Cap ETF | $117,316,191 | $32,242,862 â–¼ | -21.6% | 1,521,413 | 0.1% | ETF |
NFLX Netflix | $114,473,908 | $826,384 â–¼ | -0.7% | 1,603,276 | 0.1% | Communication Services |
DFAS Dimensional U.S. Small Cap ETF | $112,535,854 | $656,826 â–² | 0.6% | 1,366,722 | 0.1% | ETF |
DFAI Dimensional International Core Equity Market ETF | $112,095,353 | $13,503,023 â–² | 13.7% | 2,717,463 | 0.1% | ETF |
RJF Raymond James Financial | $109,342,857 | $1,915,578 â–¼ | -1.7% | 719,219 | 0.1% | Finance |
MRK Merck & Co., Inc. | $108,255,174 | $7,262,304 â–² | 7.2% | 842,453 | 0.1% | Healthcare |
DFAT Dimensional U.S. Targeted Value ETF | $107,538,331 | $991,042 â–¼ | -0.9% | 1,538,460 | 0.1% | ETF |
QCOM Qualcomm | $107,412,818 | $4,238,204 â–¼ | -3.8% | 583,443 | 0.1% | Technology |
BND Vanguard Total Bond Market ETF | $106,607,582 | $24,705,173 â–² | 30.2% | 1,452,222 | 0.1% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $104,358,664 | $822,463 â–² | 0.8% | 4,307,002 | 0.1% | ETF |
IWV iShares Russell 3000 ETF | $103,064,245 | $14,509,533 â–¼ | -12.3% | 241,708 | 0.1% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $103,001,421 | $971,738 â–¼ | -0.9% | 1,067,815 | 0.1% | ETF |
FTEC Fidelity MSCI Information Technology Index ETF | $101,641,621 | $6,841,639 â–¼ | -6.3% | 355,913 | 0.1% | ETF |
