VUG Vanguard Growth ETF | $519,542,424 | $159,551,461 ▼ | -23.5% | 5,765,647 | 8.2% | ETF |
VTV Vanguard Value ETF | $508,937,420 | $163,398,429 ▼ | -24.3% | 2,355,319 | 8.1% | ETF |
AAPL Apple | $353,846,043 | $113,830,889 ▼ | -24.3% | 1,062,537 | 5.6% | Technology |
AVDE Avantis International Equity ETF | $346,634,793 | $117,357,374 ▼ | -25.3% | 3,846,796 | 5.5% | ETF |
MSFT Microsoft | $318,088,021 | $61,921,856 ▼ | -16.3% | 620,176 | 5.0% | Technology |
VB Vanguard Small-Cap ETF | $314,598,761 | $106,103,122 ▼ | -25.2% | 1,105,834 | 5.0% | ETF |
NVDA NVIDIA | $230,739,851 | $169,424,617 ▼ | -42.3% | 1,010,333 | 3.7% | Technology |
VTI Vanguard Total Stock Market ETF | $173,774,785 | $14,125,329 ▼ | -7.5% | 464,340 | 2.8% | ETF |
IEFA iShares Core MSCI EAFE ETF | $119,768,142 | $54,618,156 ▼ | -31.3% | 1,236,252 | 1.9% | ETF |
AMZN Amazon.com | $111,282,253 | $37,128,301 ▼ | -25.0% | 446,648 | 1.8% | Consumer Discretionary |
GOLDMAN SACHS ETF TR
| $95,559,575 | $26,449,909 ▼ | -21.7% | 1,711,617 | 1.5% | S&P 500 PREMIUM |
IJR iShares Core S&P Small-Cap ETF | $79,526,247 | $16,512,532 ▼ | -17.2% | 584,580 | 1.3% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $79,419,403 | $14,176,375 ▼ | -15.1% | 1,124,761 | 1.3% | ETF |
AVGO Broadcom | $77,883,094 | $26,250,061 ▼ | -25.2% | 221,769 | 1.2% | Technology |
IWF iShares Russell 1000 Growth ETF | $68,628,549 | $21,472,562 ▼ | -23.8% | 547,889 | 1.1% | ETF |
GOOG Alphabet | $65,426,669 | $32,568,690 ▼ | -33.2% | 192,013 | 1.0% | Communication Services |
GOOGL Alphabet | $64,359,472 | $26,406,074 ▼ | -29.1% | 187,048 | 1.0% | Communication Services |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $63,989,584 | $1,570,848 ▼ | -2.4% | 384,830 | 1.0% | ETF |
SUSA iShares MSCI USA ESG Select ETF | $62,696,033 | $4,999,349 ▼ | -7.4% | 402,724 | 1.0% | ETF |
AMAT Applied Materials | $58,936,058 | $3,985,186 ▼ | -6.3% | 115,249 | 0.9% | Technology |
AVEM Avantis Emerging Markets Equity ETF | $53,350,450 | $14,702,572 ▼ | -21.6% | 567,437 | 0.8% | ETF |
TSLA Tesla | $53,336,858 | $9,986,491 ▼ | -15.8% | 150,325 | 0.8% | Consumer Discretionary |
IWD iShares Russell 1000 Value ETF | $50,735,441 | $15,102,915 ▼ | -22.9% | 204,636 | 0.8% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $45,904,811 | $4,807,174 ▼ | -9.5% | 445,462 | 0.7% | ETF |
SPY SPDR S&P 500 ETF Trust | $42,929,362 | $12,483,536 ▼ | -22.5% | 56,291 | 0.7% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $41,754,031 | $1,507,478 ▼ | -3.5% | 939,348 | 0.7% | ETF |
USFR WisdomTree Floating Rate Treasury Fund | $40,371,804 | $53,775,037 ▼ | -57.1% | 801,187 | 0.6% | ETF |
DFUV Dimensional US Marketwide Value ETF | $39,042,117 | $310,365 ▼ | -0.8% | 709,857 | 0.6% | ETF |
NUSC Nuveen ESG Small-Cap ETF | $38,657,452 | $3,873,558 ▼ | -9.1% | 796,650 | 0.6% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $36,949,760 | $1,786,598 ▼ | -4.6% | 221,521 | 0.6% | ETF |
DFAI Dimensional International Core Equity Market ETF | $34,534,491 | $7,185,830 ▼ | -17.2% | 833,562 | 0.5% | ETF |
USRT iShares Core U.S. REIT ETF | $31,015,162 | $7,808,166 ▼ | -20.1% | 503,656 | 0.5% | ETF |
ESGE iShares ESG Aware MSCI EM ETF | $30,771,615 | $2,925,291 ▼ | -8.7% | 568,161 | 0.5% | ETF |
DFUS Dimensional U.S. Equity ETF | $30,595,270 | $4,523,552 ▼ | -12.9% | 368,485 | 0.5% | ETF |
VIG Vanguard Dividend Appreciation ETF | $30,455,556 | $3,445,519 ▼ | -10.2% | 130,537 | 0.5% | ETF |
QQQ Invesco QQQ | $27,983,929 | $6,919,046 ▼ | -19.8% | 37,828 | 0.4% | ETF |
LLY Eli Lilly and Company | $26,086,148 | $4,836,553 ▼ | -15.6% | 22,545 | 0.4% | Healthcare |
CGDV Capital Group Dividend Value ETF | $25,487,201 | $726,546 ▲ | 2.9% | 521,744 | 0.4% | ETF |
IVV iShares Core S&P 500 ETF | $24,869,674 | $5,112,861 ▼ | -17.1% | 32,473 | 0.4% | ETF |
IWB iShares Russell 1000 ETF | $24,760,238 | $1,495,576 ▼ | -5.7% | 59,501 | 0.4% | ETF |
META Meta Platforms | $24,712,764 | $20,395,753 ▼ | -45.2% | 34,078 | 0.4% | Communication Services |
DFAT Dimensional U.S. Targeted Value ETF | $24,650,077 | $142,514 ▼ | -0.6% | 371,013 | 0.4% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $24,292,319 | $6,223,480 ▼ | -20.4% | 617,968 | 0.4% | ETF |
JNJ Johnson & Johnson | $23,912,753 | $2,618,556 ▼ | -9.9% | 90,325 | 0.4% | Healthcare |
DFAU Dimensional US Core Equity Market ETF | $22,803,274 | $4,529,930 ▼ | -16.6% | 435,509 | 0.4% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $22,784,722 | $2,007,425 ▼ | -8.1% | 269,897 | 0.4% | ETF |
COST Costco Wholesale | $22,470,455 | $8,522,460 ▼ | -27.5% | 24,684 | 0.4% | Consumer Staples |
SCHG Schwab U.S. Large-Cap Growth ETF | $21,779,716 | $9,382,326 ▼ | -30.1% | 606,171 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $21,767,711 | $14,797,094 ▼ | -40.5% | 65,797 | 0.3% | Finance |
DFAS Dimensional U.S. Small Cap ETF | $21,401,028 | $1,973,588 ▼ | -8.4% | 276,428 | 0.3% | ETF |
V Visa | $20,719,430 | $8,259,600 ▼ | -28.5% | 57,661 | 0.3% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $20,499,160 | $2,019,270 ▼ | -9.0% | 345,627 | 0.3% | ETF |
ARK ETF TR
| $20,459,106 | $1,890,520 ▼ | -8.5% | 229,620 | 0.3% | INNOVATION ETF |
CAT Caterpillar | $19,816,269 | $6,473,266 ▼ | -24.6% | 24,441 | 0.3% | Industrials |
IJH iShares Core S&P Mid-Cap ETF | $18,719,404 | $2,750,797 ▼ | -12.8% | 260,172 | 0.3% | ETF |
AMD Advanced Micro Devices | $18,553,078 | $11,703,727 ▼ | -38.7% | 30,327 | 0.3% | Technology |
JPST JPMorgan Ultra-Short Income ETF | $17,586,380 | $1,104,312 ▼ | -5.9% | 349,144 | 0.3% | ETF |
CGGR Capital Group Growth ETF | $17,565,417 | $1,686,421 ▼ | -8.8% | 370,344 | 0.3% | ETF |
WALMART INC
| $17,474,056 | $4,715,893 ▼ | -21.3% | 168,149 | 0.3% | COM |
SCHF Schwab International Equity ETF | $17,012,314 | $3,309,285 ▼ | -16.3% | 619,305 | 0.3% | ETF |
VOO Vanguard S&P 500 ETF | $16,187,237 | $13,708,268 ▼ | -45.9% | 23,096 | 0.3% | ETF |
EXXONMOBIL HOLDINGS CORP
| $15,414,636 | $15,414,636 ▲ | New Holding | 94,714 | 0.2% | COM SHS |
INTC Intel | $14,598,170 | $2,854,133 ▼ | -16.4% | 121,419 | 0.2% | Technology |
RSPT Invesco S&P 500 Equal Weight Technology ETF | $14,339,554 | $820,088 ▼ | -5.4% | 217,728 | 0.2% | ETF |
VYM Vanguard High Dividend Yield ETF | $13,852,202 | $169,478 ▼ | -1.2% | 89,254 | 0.2% | ETF |
BA Boeing | $13,447,151 | $1,644,126 ▼ | -10.9% | 72,277 | 0.2% | Industrials |
ISRG Intuitive Surgical | $13,275,366 | $2,408,491 ▼ | -15.4% | 32,647 | 0.2% | Healthcare |
CRWD CrowdStrike | $13,273,438 | $4,478,488 ▼ | -25.2% | 50,136 | 0.2% | Technology |
SCHD Schwab US Dividend Equity ETF | $13,120,986 | $5,069,447 ▼ | -27.9% | 403,350 | 0.2% | ETF |
ABBV AbbVie | $12,959,340 | $5,103,847 ▼ | -28.3% | 49,541 | 0.2% | Healthcare |
MU Micron Technology | $12,941,106 | $10,903,547 ▼ | -45.7% | 12,150 | 0.2% | Technology |
DE Deere & Company | $12,629,612 | $1,238,987 ▼ | -8.9% | 18,807 | 0.2% | Industrials |
CVX Chevron | $12,362,666 | $5,984,168 ▼ | -32.6% | 60,539 | 0.2% | Energy |
ORCL Oracle | $12,211,395 | $3,914,539 ▼ | -24.3% | 88,940 | 0.2% | Technology |
VONG Vanguard Russell 1000 Growth ETF | $12,058,910 | $3,354,102 ▼ | -21.8% | 93,531 | 0.2% | ETF |
SMH VanEck Semiconductor ETF | $11,813,211 | $1,863,513 ▼ | -13.6% | 19,398 | 0.2% | ETF |
LAM RESEARCH CORP
| $11,743,420 | $18,443,950 ▼ | -61.1% | 35,748 | 0.2% | COM NEW |
NULG Nuveen ESG Large-Cap Growth ETF | $11,279,010 | $2,868,185 ▼ | -20.3% | 99,208 | 0.2% | ETF |
DFIV Dimensional International Value ETF | $11,258,513 | $403,253 ▼ | -3.5% | 201,549 | 0.2% | ETF |
BSV Vanguard Short-Term Bond ETF | $11,186,713 | $2,328,824 ▲ | 26.3% | 146,423 | 0.2% | ETF |
NULV Nuveen ESG Large-Cap Value ETF | $10,859,673 | $2,079,829 ▼ | -16.1% | 206,262 | 0.2% | ETF |
VSGX Vanguard ESG International Stock ETF | $10,854,988 | $2,866,402 ▼ | -20.9% | 133,896 | 0.2% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $10,828,798 | $1,323,718 ▲ | 13.9% | 148,625 | 0.2% | ETF |
VGT Vanguard Information Technology ETF | $10,660,189 | $3,802,641 ▼ | -26.3% | 84,827 | 0.2% | ETF |
TSM Taiwan Semiconductor Manufacturing | $10,616,999 | $3,002,668 ▼ | -22.0% | 23,273 | 0.2% | Technology |
VANGUARD MALVERN FDS
| $10,597,875 | $559,953 ▼ | -5.0% | 143,954 | 0.2% | CORE BD ETF |
NFLX Netflix | $10,502,865 | $4,452,273 ▼ | -29.8% | 150,947 | 0.2% | Communication Services |
PG Procter & Gamble | $10,452,823 | $1,695,865 ▼ | -14.0% | 71,949 | 0.2% | Consumer Staples |
BLACKROCK INC
| $10,296,006 | $4,689,239 ▼ | -31.3% | 9,729 | 0.2% | COM |
AFL Aflac | $10,184,023 | $579,354 ▼ | -5.4% | 91,108 | 0.2% | Finance |
VYMI Vanguard International High Dividend Yield ETF | $9,919,337 | $1,416,022 ▼ | -12.5% | 98,085 | 0.2% | ETF |
NUDM Nuveen ESG International Developed Markets Equity ETF | $9,743,704 | $2,166,693 ▼ | -18.2% | 245,372 | 0.2% | ETF |
AMGN Amgen | $9,570,702 | $1,150,710 ▼ | -10.7% | 22,706 | 0.2% | Healthcare |
HD Home Depot | $9,457,659 | $2,613,061 ▼ | -21.6% | 33,244 | 0.1% | Consumer Discretionary |
DFIC Dimensional International Core Equity 2 ETF | $9,183,637 | $70,519 ▼ | -0.8% | 244,181 | 0.1% | ETF |
XLK Technology Select Sector SPDR Fund | $9,110,620 | $872,656 ▼ | -8.7% | 46,542 | 0.1% | ETF |
KLAC KLA | $8,946,060 | $1,760,596 ▼ | -16.4% | 45,894 | 0.1% | Technology |
SCHX Schwab US Large-Cap ETF | $8,750,342 | $15,110,433 ▼ | -63.3% | 291,678 | 0.1% | ETF |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $8,722,468 | $273,104 ▼ | -3.0% | 167,740 | 0.1% | ETF |
MA Mastercard | $8,712,199 | $955,154 ▲ | 12.3% | 15,798 | 0.1% | Finance |
