VUG Vanguard Growth ETF | $1,122,204,849 | $26,306,190 ▼ | -2.3% | 2,559,774 | 24.9% | ETF |
VTV Vanguard Value ETF | $933,677,464 | $16,737,455 ▼ | -1.8% | 5,282,774 | 20.7% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $397,308,565 | $5,841,003 ▲ | 1.5% | 5,139,161 | 8.8% | Manufacturing |
IEFA iShares Core MSCI EAFE ETF | $345,065,081 | $4,143,697 ▲ | 1.2% | 4,133,506 | 7.7% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $136,451,878 | $60,510 ▲ | 0.0% | 2,273,061 | 3.0% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $109,257,646 | $12,310,616 ▼ | -10.1% | 1,101,388 | 2.4% | Finance |
GOVT iShares U.S. Treasury Bond ETF | $99,115,901 | $44,641,909 ▲ | 82.0% | 4,313,138 | 2.2% | ETF |
VOO Vanguard S&P 500 ETF | $96,787,696 | $848,636 ▲ | 0.9% | 170,392 | 2.1% | ETF |
VBR Vanguard Small-Cap Value ETF | $94,307,802 | $1,469,790 ▼ | -1.5% | 483,605 | 2.1% | ETF |
VBK Vanguard Small-Cap Growth ETF | $87,739,707 | $681,273 ▼ | -0.8% | 316,818 | 1.9% | ETF |
SPY SPDR S&P 500 ETF Trust | $74,831,125 | $853,871 ▲ | 1.2% | 121,115 | 1.7% | Finance |
RODM Hartford Multifactor Developed Markets (ex-US) ETF | $64,579,282 | $1,311,486 ▼ | -2.0% | 1,893,821 | 1.4% | ETF |
VTC Vanguard Total Corporate Bond ETF | $64,220,050 | $8,177,343 ▼ | -11.3% | 830,467 | 1.4% | ETF |
MBB iShares MBS ETF | $61,709,515 | $13,173,149 ▲ | 27.1% | 657,253 | 1.4% | ETF |
ACWI iShares MSCI ACWI ETF | $56,901,123 | $14,497,977 ▲ | 34.2% | 442,466 | 1.3% | Manufacturing |
IWV iShares Russell 3000 ETF | $45,736,069 | $2,457 ▲ | 0.0% | 130,302 | 1.0% | ETF |
JNJ Johnson & Johnson | $36,529,968 | $146,182 ▲ | 0.4% | 239,149 | 0.8% | Medical |
VXUS Vanguard Total International Stock ETF | $35,358,723 | $1,003,877 ▲ | 2.9% | 511,778 | 0.8% | ETF |
AAPL Apple | $32,199,330 | $1,780,257 ▼ | -5.2% | 156,940 | 0.7% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $21,393,607 | $116,101 ▲ | 0.5% | 70,390 | 0.5% | ETF |
IVV iShares Core S&P 500 ETF | $21,264,562 | $153,362 ▼ | -0.7% | 34,248 | 0.5% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $20,532,829 | $461,155 ▼ | -2.2% | 282,510 | 0.5% | ETF |
BRK.A Berkshire Hathaway | $19,677,600 | $728,800 ▲ | 3.8% | 27 | 0.4% | Finance |
ESGV Vanguard ESG U.S. Stock ETF | $19,121,326 | $671,545 ▼ | -3.4% | 174,401 | 0.4% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $18,089,996 | $18,089,996 ▲ | New Holding | 307,758 | 0.4% | ETF |
PG Procter & Gamble | $16,143,416 | $1,213,540 ▼ | -7.0% | 101,327 | 0.4% | Consumer Staples |
ACWX iShares MSCI ACWI ex U.S. ETF | $14,950,108 | $225,051 ▼ | -1.5% | 245,325 | 0.3% | Manufacturing |
MSFT Microsoft | $13,454,459 | $226,322 ▲ | 1.7% | 27,049 | 0.3% | Computer and Technology |
AGZ iShares Agency Bond ETF | $13,429,196 | $3,914,550 ▼ | -22.6% | 122,417 | 0.3% | Finance |
IWP iShares Russell Mid-Cap Growth ETF | $12,492,641 | $139 ▲ | 0.0% | 90,083 | 0.3% | ETF |
IAU iShares Gold Trust | $12,318,470 | $11,269,512 ▲ | 1,074.4% | 197,538 | 0.3% | Finance |
MA Mastercard | $11,242,565 | $77,547 ▼ | -0.7% | 20,007 | 0.2% | Business Services |
CWI SPDR MSCI ACWI ex-US ETF | $11,112,896 | $4,170,161 ▲ | 60.1% | 340,260 | 0.2% | ETF |
EFA iShares MSCI EAFE ETF | $10,502,682 | $55,154 ▲ | 0.5% | 117,493 | 0.2% | Finance |
EFG iShares MSCI EAFE Growth ETF | $10,493,979 | $38,752 ▲ | 0.4% | 93,696 | 0.2% | ETF |
BRK.B Berkshire Hathaway | $10,242,946 | $105,898 ▲ | 1.0% | 21,086 | 0.2% | Finance |
SCHF Schwab International Equity ETF | $10,197,913 | $4,013,648 ▲ | 64.9% | 461,444 | 0.2% | ETF |
AMZN Amazon.com | $10,079,874 | $509,424 ▼ | -4.8% | 45,945 | 0.2% | Retail/Wholesale |
MDY SPDR S&P MidCap 400 ETF Trust | $9,647,916 | $1,099,560 ▲ | 12.9% | 17,031 | 0.2% | ETF |
IWF iShares Russell 1000 Growth ETF | $9,515,316 | $5,944 ▼ | -0.1% | 22,411 | 0.2% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $8,920,746 | $4,943 ▼ | -0.1% | 72,186 | 0.2% | ETF |
EEM iShares MSCI Emerging Markets ETF | $8,195,217 | $75,158 ▼ | -0.9% | 169,884 | 0.2% | Finance |
IJK iShares S&P Mid-Cap 400 Growth ETF | $7,969,120 | $5,459 ▼ | -0.1% | 87,592 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $7,547,328 | $256,574 ▼ | -3.3% | 26,033 | 0.2% | Finance |
IWS iShares Russell Mid-Cap Value ETF | $7,366,673 | | 0.0% | 55,749 | 0.2% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $7,357,415 | $3,607,698 ▲ | 96.2% | 251,880 | 0.2% | ETF |
IWM iShares Russell 2000 ETF | $6,356,930 | $64,737 ▼ | -1.0% | 29,459 | 0.1% | Finance |
IVW iShares S&P 500 Growth ETF | $6,273,058 | $313,235 ▲ | 5.3% | 56,976 | 0.1% | ETF |
META Meta Platforms | $6,231,014 | $938,121 ▼ | -13.1% | 8,442 | 0.1% | Computer and Technology |
TSLA Tesla | $6,219,147 | $278,270 ▲ | 4.7% | 19,578 | 0.1% | Auto/Tires/Trucks |
DGRO iShares Core Dividend Growth ETF | $5,698,442 | $489,907 ▲ | 9.4% | 89,122 | 0.1% | ETF |
VB Vanguard Small-Cap ETF | $5,439,560 | | 0.0% | 22,954 | 0.1% | ETF |
PWB Invesco Large Cap Growth ETF | $5,392,845 | | 0.0% | 45,920 | 0.1% | ETF |
IWD iShares Russell 1000 Value ETF | $5,280,919 | | 0.0% | 27,189 | 0.1% | ETF |
XLK Technology Select Sector SPDR Fund | $5,212,954 | $398,075 ▲ | 8.3% | 20,586 | 0.1% | ETF |
QQQ Invesco QQQ | $5,162,345 | | 0.0% | 9,358 | 0.1% | Finance |
IJT iShares S&P Small-Cap 600 Growth ETF | $5,154,185 | $2,395 ▼ | 0.0% | 38,742 | 0.1% | ETF |
IRT Independence Realty Trust | $4,914,724 | $599,036 ▼ | -10.9% | 277,825 | 0.1% | Finance |
XLV Health Care Select Sector SPDR Fund | $4,673,967 | $269,040 ▲ | 6.1% | 34,676 | 0.1% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $4,452,591 | $3,336,496 ▲ | 298.9% | 160,918 | 0.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $4,429,394 | $44,525 ▲ | 1.0% | 77,695 | 0.1% | ETF |
NVDA NVIDIA | $4,389,491 | $1,496,500 ▼ | -25.4% | 27,783 | 0.1% | Computer and Technology |
GOOGL Alphabet | $4,379,492 | $100,980 ▼ | -2.3% | 24,851 | 0.1% | Computer and Technology |
ISHARES BITCOIN TRUST ETF
| $4,334,647 | $14,813 ▲ | 0.3% | 70,816 | 0.1% | SHS BEN INT |
PWV Invesco Large Cap Value ETF | $4,288,468 | | 0.0% | 69,013 | 0.1% | ETF |
GOOG Alphabet | $3,926,401 | $767,931 ▼ | -16.4% | 22,134 | 0.1% | Computer and Technology |
EFV iShares MSCI EAFE Value ETF | $3,862,415 | | 0.0% | 60,845 | 0.1% | ETF |
SCHB Schwab US Broad Market ETF | $3,856,028 | $3,856,028 ▲ | New Holding | 161,814 | 0.1% | ETF |
TMO Thermo Fisher Scientific | $3,737,165 | $131,776 ▼ | -3.4% | 9,217 | 0.1% | Medical |
IWB iShares Russell 1000 ETF | $3,701,174 | $382,681 ▲ | 11.5% | 10,900 | 0.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $3,635,294 | $189,317 ▼ | -4.9% | 17,762 | 0.1% | ETF |
VYM Vanguard High Dividend Yield ETF | $3,605,074 | $5,999 ▲ | 0.2% | 27,043 | 0.1% | ETF |
ZETA GLOBAL HOLDINGS CORP
| $3,404,532 | | 0.0% | 219,789 | 0.1% | CL A |
DIS Walt Disney | $3,272,529 | $313,624 ▼ | -8.7% | 26,389 | 0.1% | Consumer Discretionary |
V Visa | $3,166,342 | $129,949 ▼ | -3.9% | 8,918 | 0.1% | Business Services |
GS The Goldman Sachs Group | $3,068,123 | $171,985 ▼ | -5.3% | 4,335 | 0.1% | Finance |
IWO iShares Russell 2000 Growth ETF | $3,063,765 | | 0.0% | 10,718 | 0.1% | ETF |
DVY iShares Select Dividend ETF | $3,022,641 | $20,984 ▲ | 0.7% | 22,759 | 0.1% | ETF |
IWN iShares Russell 2000 Value ETF | $2,978,667 | | 0.0% | 18,881 | 0.1% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $2,873,329 | | 0.0% | 26,313 | 0.1% | ETF |
VONV Vanguard Russell 1000 Value ETF | $2,770,364 | | 0.0% | 32,512 | 0.1% | ETF |
IJR iShares Core S&P Small-Cap ETF | $2,731,376 | $747,216 ▼ | -21.5% | 24,992 | 0.1% | ETF |
SONY Sony | $2,584,258 | $41,205 ▼ | -1.6% | 99,280 | 0.1% | Consumer Discretionary |
KVUE Kenvue | $2,494,739 | $19,549 ▼ | -0.8% | 119,194 | 0.1% | Consumer Staples |
AVGO Broadcom | $2,337,911 | $214,191 ▼ | -8.4% | 8,481 | 0.1% | Computer and Technology |
ORCL Oracle | $2,236,517 | $504,801 ▲ | 29.2% | 10,230 | 0.0% | Computer and Technology |
COST Costco Wholesale | $2,171,829 | $46,525 ▼ | -2.1% | 2,194 | 0.0% | Retail/Wholesale |
OLED Universal Display | $2,108,070 | | 0.0% | 13,648 | 0.0% | Computer and Technology |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $2,017,954 | | 0.0% | 86,385 | 0.0% | Manufacturing |
VNQ Vanguard Real Estate ETF | $1,954,751 | $1,158 ▲ | 0.1% | 21,949 | 0.0% | ETF |
XLP Consumer Staples Select Sector SPDR Fund | $1,882,582 | $286,395 ▲ | 17.9% | 23,250 | 0.0% | ETF |
IVE iShares S&P 500 Value ETF | $1,770,114 | $306,809 ▲ | 21.0% | 9,058 | 0.0% | ETF |
GWX SPDR S&P International Small Cap ETF | $1,751,587 | | 0.0% | 47,111 | 0.0% | ETF |
MUB iShares National Muni Bond ETF | $1,723,541 | $2,090 ▲ | 0.1% | 16,496 | 0.0% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $1,701,542 | $582,753 ▲ | 52.1% | 56,455 | 0.0% | ETF |
XOM Exxon Mobil | $1,682,593 | $38,809 ▼ | -2.3% | 15,608 | 0.0% | Energy |
UNP Union Pacific | $1,651,054 | $581,182 ▼ | -26.0% | 7,176 | 0.0% | Transportation |
GLD SPDR Gold Shares | $1,645,777 | | 0.0% | 5,399 | 0.0% | Finance |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $1,626,792 | $735,952 ▲ | 82.6% | 12,047 | 0.0% | ETF |
EZU iShares MSCI Eurozone ETF | $1,625,652 | $2,735 ▲ | 0.2% | 27,345 | 0.0% | ETF |