VUG Vanguard Growth ETF | $437,138,639 | $13,298,720 ▲ | 3.1% | 1,178,843 | 5.9% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $288,552,357 | $5,696,264 ▼ | -1.9% | 5,676,812 | 3.9% | ETF |
VTV Vanguard Value ETF | $287,222,356 | $5,473,612 ▲ | 1.9% | 1,662,744 | 3.9% | ETF |
VIG Vanguard Dividend Appreciation ETF | $286,707,727 | $16,686,439 ▲ | 6.2% | 1,477,951 | 3.9% | ETF |
IEFA iShares Core MSCI EAFE ETF | $265,022,590 | $10,440,456 ▲ | 4.1% | 3,503,273 | 3.6% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $202,541,211 | $6,540,754 ▲ | 3.3% | 1,957,487 | 2.7% | ETF |
AAPL Apple | $191,358,719 | $5,009,919 ▼ | -2.6% | 861,472 | 2.6% | Computer and Technology |
IJR iShares Core S&P Small-Cap ETF | $172,137,445 | $7,169,108 ▼ | -4.0% | 1,646,146 | 2.3% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $169,058,045 | $1,441,102 ▼ | -0.8% | 5,124,524 | 2.3% | ETF |
MSFT Microsoft | $153,164,409 | $3,038,032 ▼ | -1.9% | 408,014 | 2.1% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $145,795,564 | $2,617,329 ▼ | -1.8% | 259,469 | 2.0% | ETF |
DFAU Dimensional US Core Equity Market ETF | $135,478,614 | $4,441,242 ▼ | -3.2% | 3,524,418 | 1.8% | ETF |
AVDV Avantis International Small Cap Value ETF | $115,758,403 | $105,037,554 ▲ | 979.8% | 1,659,857 | 1.6% | ETF |
EFV iShares MSCI EAFE Value ETF | $112,411,370 | $5,756,552 ▼ | -4.9% | 1,907,217 | 1.5% | ETF |
DFIV Dimensional International Value ETF | $100,431,132 | $1,570,110 ▼ | -1.5% | 2,551,604 | 1.4% | ETF |
IWF iShares Russell 1000 Growth ETF | $96,245,881 | $1,741,896 ▼ | -1.8% | 266,543 | 1.3% | ETF |
DFUV Dimensional US Marketwide Value ETF | $95,181,428 | $2,186,273 ▼ | -2.2% | 2,309,668 | 1.3% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $93,519,106 | $2,439,870 ▲ | 2.7% | 1,013,318 | 1.3% | Manufacturing |
IWD iShares Russell 1000 Value ETF | $82,733,711 | $1,175,811 ▼ | -1.4% | 439,699 | 1.1% | ETF |
DFSV Dimensional US Small Cap Value ETF | $82,670,287 | $1,511,345 ▲ | 1.9% | 2,936,778 | 1.1% | ETF |
AVUS Avantis U.S. Equity ETF | $80,600,845 | $3,905,459 ▲ | 5.1% | 872,492 | 1.1% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $80,422,419 | $1,685,121 ▼ | -2.1% | 1,776,898 | 1.1% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $76,766,943 | $784,190 ▼ | -1.0% | 972,472 | 1.0% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $76,106,056 | $77,766,539 ▼ | -50.5% | 1,197,955 | 1.0% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $73,708,156 | $192,187 ▼ | -0.3% | 1,365,725 | 1.0% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $69,277,228 | $4,058,972 ▼ | -5.5% | 710,681 | 0.9% | ETF |
DFUS Dimensional U.S. Equity ETF | $69,274,188 | $579,701 ▼ | -0.8% | 1,145,407 | 0.9% | ETF |
IVW iShares S&P 500 Growth ETF | $68,108,260 | $1,907,935 ▼ | -2.7% | 733,688 | 0.9% | ETF |
AVGO Broadcom | $68,015,786 | $3,669,900 ▼ | -5.1% | 406,234 | 0.9% | Computer and Technology |
LOW Lowe's Companies | $66,166,156 | $1,120,203 ▼ | -1.7% | 283,695 | 0.9% | Retail/Wholesale |
VBR Vanguard Small-Cap Value ETF | $65,369,104 | $649,965 ▼ | -1.0% | 350,900 | 0.9% | ETF |
GOOG Alphabet | $57,296,747 | $572,896 ▼ | -1.0% | 366,746 | 0.8% | Computer and Technology |
BLACKROCK INC
| $56,229,545 | $911,462 ▼ | -1.6% | 59,409 | 0.8% | COM |
JPM JPMorgan Chase & Co. | $56,201,558 | $1,069,261 ▼ | -1.9% | 229,114 | 0.8% | Finance |
BRK.B Berkshire Hathaway | $52,969,034 | $190,664 ▼ | -0.4% | 99,457 | 0.7% | Finance |
SPY SPDR S&P 500 ETF Trust | $52,063,928 | $504,009 ▲ | 1.0% | 93,073 | 0.7% | Finance |
CSCO Cisco Systems | $50,937,129 | $1,429,390 ▼ | -2.7% | 825,427 | 0.7% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $49,791,709 | $285,834 ▼ | -0.6% | 181,166 | 0.7% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $49,581,938 | $1,770,515 ▼ | -3.4% | 849,733 | 0.7% | ETF |
V Visa | $46,636,552 | $752,790 ▼ | -1.6% | 133,072 | 0.6% | Business Services |
EFA iShares MSCI EAFE ETF | $46,493,178 | $1,032,413 ▼ | -2.2% | 568,863 | 0.6% | Finance |
VONG Vanguard Russell 1000 Growth ETF | $45,825,185 | $620,951 ▲ | 1.4% | 493,859 | 0.6% | ETF |
AMZN Amazon.com | $45,820,912 | $739,731 ▼ | -1.6% | 240,833 | 0.6% | Retail/Wholesale |
TSM Taiwan Semiconductor Manufacturing | $44,938,190 | $342,126 ▼ | -0.8% | 270,712 | 0.6% | Computer and Technology |
DFAT Dimensional U.S. Targeted Value ETF | $41,877,386 | $1,196,525 ▼ | -2.8% | 813,311 | 0.6% | ETF |
LLY Eli Lilly and Company | $41,472,120 | $1,020,822 ▼ | -2.4% | 50,214 | 0.6% | Medical |
JNJ Johnson & Johnson | $37,897,053 | $601,004 ▼ | -1.6% | 228,516 | 0.5% | Medical |
BIV Vanguard Intermediate-Term Bond ETF | $36,345,156 | $1,096,176 ▼ | -2.9% | 474,666 | 0.5% | ETF |
IWM iShares Russell 2000 ETF | $36,023,785 | $557,177 ▼ | -1.5% | 180,579 | 0.5% | Finance |
SCHX Schwab US Large-Cap ETF | $34,821,617 | $730,009 ▼ | -2.1% | 1,577,066 | 0.5% | ETF |
JPUS JPMorgan Diversified Return US Equity ETF | $34,195,666 | $1,247,733 ▼ | -3.5% | 296,837 | 0.5% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $33,853,506 | $243,932 ▲ | 0.7% | 682,255 | 0.5% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $33,791,738 | $177,278 ▲ | 0.5% | 565,552 | 0.5% | ETF |
AMGN Amgen | $33,784,819 | $1,018,146 ▼ | -2.9% | 108,441 | 0.5% | Medical |
WSM Williams-Sonoma | $33,032,747 | $2,143,201 ▼ | -6.1% | 208,936 | 0.4% | Retail/Wholesale |
HD Home Depot | $30,810,960 | $222,827 ▼ | -0.7% | 84,070 | 0.4% | Retail/Wholesale |
IUSG iShares Core S&P U.S. Growth ETF | $29,980,553 | $1,057,431 ▲ | 3.7% | 235,919 | 0.4% | Manufacturing |
ADP Automatic Data Processing | $29,621,424 | $520,928 ▼ | -1.7% | 96,951 | 0.4% | Business Services |
AVDE Avantis International Equity ETF | $27,420,045 | $2,068,483 ▲ | 8.2% | 413,763 | 0.4% | ETF |
PNC The PNC Financial Services Group | $27,331,707 | $171,024 ▼ | -0.6% | 155,497 | 0.4% | Finance |
MBB iShares MBS ETF | $26,840,543 | $970,528 ▲ | 3.8% | 286,208 | 0.4% | ETF |
PG Procter & Gamble | $26,406,997 | $549,606 ▼ | -2.0% | 154,952 | 0.4% | Consumer Staples |
REET iShares Global REIT ETF | $25,640,256 | $1,465,013 ▲ | 6.1% | 1,056,894 | 0.3% | ETF |
MUB iShares National Muni Bond ETF | $25,601,316 | $542,172 ▼ | -2.1% | 242,805 | 0.3% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $25,595,151 | $526,145 ▲ | 2.1% | 512,005 | 0.3% | ETF |
NVO Novo Nordisk A/S | $24,977,991 | $194,988 ▼ | -0.8% | 359,706 | 0.3% | Medical |
SCHG Schwab U.S. Large-Cap Growth ETF | $24,684,569 | $878,303 ▼ | -3.4% | 985,805 | 0.3% | ETF |
VB Vanguard Small-Cap ETF | $23,578,681 | $295,815 ▲ | 1.3% | 106,330 | 0.3% | ETF |
IPG Interpublic Group of Companies | $23,467,861 | $500,559 ▼ | -2.1% | 864,060 | 0.3% | Business Services |
PEP PepsiCo | $23,325,624 | $748,202 ▼ | -3.1% | 155,566 | 0.3% | Consumer Staples |
FLOT iShares Floating Rate Bond ETF | $23,118,697 | $1,546,916 ▼ | -6.3% | 452,864 | 0.3% | ETF |
EMR Emerson Electric | $22,880,991 | $369,048 ▼ | -1.6% | 208,692 | 0.3% | Industrials |
SCHM Schwab U.S. Mid-Cap ETF | $22,045,009 | $1,830,881 ▼ | -7.7% | 841,413 | 0.3% | ETF |
IWN iShares Russell 2000 Value ETF | $21,779,644 | $900,295 ▼ | -4.0% | 144,255 | 0.3% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $21,642,804 | $330,633 ▲ | 1.6% | 204,951 | 0.3% | ETF |
IWB iShares Russell 1000 ETF | $20,970,172 | $463,788 ▲ | 2.3% | 68,365 | 0.3% | ETF |
SCHP Schwab U.S. TIPS ETF | $20,756,998 | $198,556 ▲ | 1.0% | 771,923 | 0.3% | ETF |
DIHP Dimensional International High Profitability ETF | $20,240,719 | $18,315,910 ▲ | 951.6% | 751,326 | 0.3% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $19,970,523 | $19,784 ▼ | -0.1% | 201,886 | 0.3% | Finance |
VO Vanguard Mid-Cap ETF | $19,536,759 | $59,483 ▲ | 0.3% | 75,542 | 0.3% | ETF |
EA Electronic Arts | $19,481,029 | $1,725,715 ▼ | -8.1% | 134,798 | 0.3% | Consumer Discretionary |
UNH UnitedHealth Group | $18,486,545 | $544,169 ▼ | -2.9% | 35,297 | 0.3% | Medical |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $17,910,266 | $5,314 ▲ | 0.0% | 219,059 | 0.2% | ETF |
WMT Walmart | $17,754,205 | $80,328 ▼ | -0.5% | 202,235 | 0.2% | Retail/Wholesale |
BSV Vanguard Short-Term Bond ETF | $17,654,434 | $121,099 ▼ | -0.7% | 225,529 | 0.2% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $17,114,733 | $153,554 ▲ | 0.9% | 661,056 | 0.2% | ETF |
SYK Stryker | $16,577,892 | $222,607 ▼ | -1.3% | 44,534 | 0.2% | Medical |
VBK Vanguard Small-Cap Growth ETF | $16,309,674 | $1,758,111 ▼ | -9.7% | 64,780 | 0.2% | ETF |
DOV Dover | $16,265,257 | $177,260 ▼ | -1.1% | 92,585 | 0.2% | Industrials |
BRK.A Berkshire Hathaway | $15,968,833 | $1,596,883 ▲ | 11.1% | 20 | 0.2% | Finance |
ABBV AbbVie | $15,701,144 | $293,955 ▼ | -1.8% | 74,939 | 0.2% | Medical |
UPS United Parcel Service | $15,212,441 | $53,675 ▼ | -0.4% | 138,307 | 0.2% | Transportation |
GOOGL Alphabet | $14,994,429 | $312,993 ▲ | 2.1% | 96,963 | 0.2% | Computer and Technology |
IVE iShares S&P 500 Value ETF | $14,853,028 | $137,599 ▼ | -0.9% | 77,936 | 0.2% | ETF |
BND Vanguard Total Bond Market ETF | $14,752,364 | $134,560 ▲ | 0.9% | 200,849 | 0.2% | ETF |
SBUX Starbucks | $14,721,968 | $138,111 ▲ | 0.9% | 150,086 | 0.2% | Retail/Wholesale |
MGC Vanguard Mega Cap ETF | $14,597,231 | $372,754 ▲ | 2.6% | 72,486 | 0.2% | ETF |
ABT Abbott Laboratories | $14,447,832 | $254,025 ▼ | -1.7% | 108,917 | 0.2% | Medical |
VOO Vanguard S&P 500 ETF | $14,102,771 | $20,043 ▲ | 0.1% | 27,442 | 0.2% | ETF |
ORCL Oracle | $14,032,111 | $44,879 ▼ | -0.3% | 100,366 | 0.2% | Computer and Technology |
