VUG Vanguard Growth ETF | $332,150,773 | $14,577,207 ▲ | 4.6% | 964,994 | 5.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $287,884,784 | $4,594,819 ▼ | -1.6% | 5,738,186 | 4.4% | ETF |
VIG Vanguard Dividend Appreciation ETF | $231,969,654 | $14,249,240 ▲ | 6.5% | 1,270,301 | 3.5% | ETF |
VTV Vanguard Value ETF | $226,035,876 | $11,034,907 ▲ | 5.1% | 1,387,915 | 3.4% | ETF |
IEFA iShares Core MSCI EAFE ETF | $206,757,500 | $24,695,289 ▲ | 13.6% | 2,785,739 | 3.1% | ETF |
MSFT Microsoft | $175,670,876 | $1,390,480 ▼ | -0.8% | 417,548 | 2.7% | Computer and Technology |
DFAC Dimensional U.S. Core Equity 2 ETF | $169,359,338 | $2,685,590 ▲ | 1.6% | 5,300,761 | 2.6% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $159,166,699 | $37,043,928 ▲ | 30.3% | 1,600,792 | 2.4% | ETF |
AAPL Apple | $153,389,769 | $638,420 ▼ | -0.4% | 894,506 | 2.3% | Computer and Technology |
DFAU Dimensional US Core Equity Market ETF | $152,561,295 | $25,062,968 ▼ | -14.1% | 4,175,186 | 2.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $144,622,907 | $23,668,092 ▲ | 19.6% | 1,308,567 | 2.2% | ETF |
IVV iShares Core S&P 500 ETF | $140,452,578 | $990,476 ▼ | -0.7% | 267,157 | 2.1% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $127,571,745 | $7,186,371 ▲ | 6.0% | 2,014,397 | 1.9% | ETF |
DFUV Dimensional US Marketwide Value ETF | $99,797,022 | $485,483 ▼ | -0.5% | 2,440,025 | 1.5% | ETF |
DFIV Dimensional International Value ETF | $97,663,608 | $1,296,246 ▼ | -1.3% | 2,657,513 | 1.5% | ETF |
IWF iShares Russell 1000 Growth ETF | $95,988,000 | $505,911 ▼ | -0.5% | 284,789 | 1.5% | ETF |
EFV iShares MSCI EAFE Value ETF | $94,064,761 | $3,962,550 ▲ | 4.4% | 1,729,132 | 1.4% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $88,414,597 | $50,646 ▼ | -0.1% | 977,605 | 1.3% | Manufacturing |
IWD iShares Russell 1000 Value ETF | $82,828,974 | $1,724,290 ▼ | -2.0% | 462,448 | 1.3% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $82,207,367 | $1,683,928 ▼ | -2.0% | 799,994 | 1.3% | ETF |
LOW Lowe's Companies | $77,985,163 | $5,527,647 ▼ | -6.6% | 306,148 | 1.2% | Retail/Wholesale |
VWO Vanguard FTSE Emerging Markets ETF | $74,125,392 | $736,781 ▼ | -1.0% | 1,774,609 | 1.1% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $69,075,259 | $825,909 ▼ | -1.2% | 1,338,668 | 1.1% | ETF |
DFUS Dimensional U.S. Equity ETF | $68,275,319 | $352,478 ▼ | -0.5% | 1,198,233 | 1.0% | ETF |
AVUS Avantis U.S. Equity ETF | $67,277,573 | $3,654,105 ▲ | 5.7% | 751,705 | 1.0% | ETF |
IVW iShares S&P 500 Growth ETF | $65,271,957 | $1,375,273 ▼ | -2.1% | 772,999 | 1.0% | ETF |
AVGO Broadcom | $64,925,944 | $2,385,716 ▼ | -3.5% | 48,986 | 1.0% | Computer and Technology |
DFSV Dimensional US Small Cap Value ETF | $64,920,924 | $8,091,002 ▲ | 14.2% | 2,156,841 | 1.0% | ETF |
GOOG Alphabet | $56,997,601 | $281,225 ▼ | -0.5% | 374,343 | 0.9% | Computer and Technology |
VBR Vanguard Small-Cap Value ETF | $56,310,801 | $2,586,925 ▲ | 4.8% | 293,469 | 0.9% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $52,589,525 | $41,874,798 ▲ | 390.8% | 865,813 | 0.8% | ETF |
BLK BlackRock | $52,307,605 | $695,300 ▼ | -1.3% | 62,742 | 0.8% | Finance |
NVO Novo Nordisk A/S | $52,034,733 | $2,337,522 ▼ | -4.3% | 405,255 | 0.8% | Medical |
JPM JPMorgan Chase & Co. | $49,942,152 | $1,374,062 ▼ | -2.7% | 249,336 | 0.8% | Finance |
DFAT Dimensional U.S. Targeted Value ETF | $47,948,648 | $406,157 ▼ | -0.8% | 880,923 | 0.7% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $47,519,869 | $2,556,408 ▲ | 5.7% | 614,667 | 0.7% | ETF |
LLY Eli Lilly and Company | $46,324,903 | $1,949,589 ▼ | -4.0% | 59,546 | 0.7% | Medical |
EFA iShares MSCI EAFE ETF | $44,674,971 | $1,466,310 ▼ | -3.2% | 559,416 | 0.7% | Finance |
CSCO Cisco Systems | $43,517,210 | $392,842 ▼ | -0.9% | 871,913 | 0.7% | Computer and Technology |
AMZN Amazon.com | $43,387,959 | $317,109 ▼ | -0.7% | 240,536 | 0.7% | Retail/Wholesale |
BRK.B Berkshire Hathaway | $42,824,499 | $1,370,882 ▲ | 3.3% | 101,838 | 0.7% | Finance |
VONG Vanguard Russell 1000 Growth ETF | $40,671,967 | $4,073 ▲ | 0.0% | 469,274 | 0.6% | ETF |
WSM Williams-Sonoma | $40,012,524 | $172,419 ▼ | -0.4% | 126,012 | 0.6% | Retail/Wholesale |
IWM iShares Russell 2000 ETF | $39,888,317 | $830,051 ▼ | -2.0% | 189,674 | 0.6% | Finance |
JPUS JPMorgan Diversified Return US Equity ETF | $37,852,591 | $940,832 ▼ | -2.4% | 337,958 | 0.6% | ETF |
TSM Taiwan Semiconductor Manufacturing | $37,676,835 | $248,835 ▼ | -0.7% | 276,934 | 0.6% | Computer and Technology |
JNJ Johnson & Johnson | $37,534,999 | $113,580 ▲ | 0.3% | 237,278 | 0.6% | Medical |
V Visa | $37,487,525 | $217,404 ▼ | -0.6% | 134,325 | 0.6% | Business Services |
SCHX Schwab US Large-Cap ETF | $36,894,197 | $4,614,164 ▼ | -11.1% | 594,492 | 0.6% | ETF |
AMGN Amgen | $36,073,287 | $627,493 ▼ | -1.7% | 126,876 | 0.5% | Medical |
VTI Vanguard Total Stock Market ETF | $34,910,214 | $1,359,014 ▼ | -3.7% | 134,322 | 0.5% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $33,477,193 | $703,542 ▼ | -2.1% | 661,605 | 0.5% | ETF |
HD Home Depot | $32,518,696 | $226,322 ▲ | 0.7% | 84,773 | 0.5% | Retail/Wholesale |
IPG Interpublic Group of Companies | $30,878,273 | $90,450 ▲ | 0.3% | 946,315 | 0.5% | Business Services |
PEP PepsiCo | $30,057,111 | $41,477 ▲ | 0.1% | 171,745 | 0.5% | Consumer Staples |
FLOT iShares Floating Rate Bond ETF | $29,622,677 | $12,841,749 ▼ | -30.2% | 580,154 | 0.5% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $29,023,098 | $1,194,712 ▲ | 4.3% | 384,922 | 0.4% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $27,257,500 | $155,069 ▼ | -0.6% | 232,553 | 0.4% | Manufacturing |
TGT Target | $27,188,457 | $263,689 ▲ | 1.0% | 153,425 | 0.4% | Retail/Wholesale |
PG Procter & Gamble | $26,504,749 | $554,731 ▼ | -2.1% | 163,358 | 0.4% | Consumer Staples |
SCHM Schwab U.S. Mid-Cap ETF | $26,017,081 | $456,579 ▼ | -1.7% | 319,502 | 0.4% | ETF |
IWN iShares Russell 2000 Value ETF | $25,871,661 | $223,127 ▼ | -0.9% | 162,910 | 0.4% | ETF |
EMR Emerson Electric | $25,046,194 | $377,915 ▼ | -1.5% | 220,827 | 0.4% | Industrial Products |
PNC The PNC Financial Services Group | $24,930,145 | $11,635 ▲ | 0.0% | 154,270 | 0.4% | Finance |
SCHG Schwab U.S. Large-Cap Growth ETF | $24,720,687 | $1,622,690 ▼ | -6.2% | 266,617 | 0.4% | ETF |
ADP Automatic Data Processing | $24,168,809 | $152,091 ▲ | 0.6% | 96,776 | 0.4% | Business Services |
REET iShares Global REIT ETF | $22,862,252 | $1,439,673 ▼ | -5.9% | 965,467 | 0.3% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $22,658,873 | $135,465 ▼ | -0.6% | 363,472 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $21,573,990 | $1,157,552 ▲ | 5.7% | 41,245 | 0.3% | Finance |
IAGG iShares Core International Aggregate Bond ETF | $20,902,582 | $11,339 ▼ | -0.1% | 418,470 | 0.3% | ETF |
UPS United Parcel Service | $20,705,315 | $1,109,975 ▲ | 5.7% | 139,307 | 0.3% | Transportation |
IWB iShares Russell 1000 ETF | $19,402,706 | $31,972 ▲ | 0.2% | 67,363 | 0.3% | ETF |
LMT Lockheed Martin | $19,188,291 | $157,840 ▲ | 0.8% | 42,184 | 0.3% | Aerospace |
EA Electronic Arts | $19,067,347 | $99,370 ▲ | 0.5% | 143,720 | 0.3% | Consumer Discretionary |
UNH UnitedHealth Group | $18,558,790 | $472,936 ▼ | -2.5% | 37,515 | 0.3% | Medical |
MUB iShares National Muni Bond ETF | $16,854,016 | $552,633 ▲ | 3.4% | 156,636 | 0.3% | ETF |
DOV Dover | $16,739,506 | $53,511 ▼ | -0.3% | 94,472 | 0.3% | Industrial Products |
MBB iShares MBS ETF | $16,500,938 | $652,855 ▲ | 4.1% | 178,543 | 0.3% | ETF |
VB Vanguard Small-Cap ETF | $16,433,240 | $2,068,956 ▲ | 14.4% | 71,890 | 0.3% | ETF |
SYK Stryker | $15,767,859 | $314,570 ▼ | -2.0% | 44,060 | 0.2% | Medical |
BSV Vanguard Short-Term Bond ETF | $15,684,139 | $1,295,492 ▲ | 9.0% | 204,567 | 0.2% | ETF |
ABBV AbbVie | $14,487,109 | $172,995 ▼ | -1.2% | 79,556 | 0.2% | Medical |
SCHW Charles Schwab | $14,342,703 | $192,714 ▼ | -1.3% | 198,268 | 0.2% | Finance |
ABT Abbott Laboratories | $14,332,560 | $466,234 ▼ | -3.2% | 126,100 | 0.2% | Medical |
GOOGL Alphabet | $13,955,324 | $328,877 ▲ | 2.4% | 92,462 | 0.2% | Computer and Technology |
IVE iShares S&P 500 Value ETF | $13,895,564 | $73,043 ▼ | -0.5% | 74,383 | 0.2% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $13,642,133 | $351,204 ▼ | -2.5% | 170,719 | 0.2% | Manufacturing |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $13,558,949 | $116,566 ▼ | -0.9% | 532,978 | 0.2% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $13,489,184 | $917,013 ▲ | 7.3% | 137,729 | 0.2% | Finance |
KO Coca-Cola | $13,252,688 | $166,777 ▲ | 1.3% | 216,618 | 0.2% | Consumer Staples |
SBUX Starbucks | $12,879,203 | $348,012 ▲ | 2.8% | 140,926 | 0.2% | Retail/Wholesale |
DIS Walt Disney | $12,864,718 | $7,219 ▲ | 0.1% | 105,139 | 0.2% | Consumer Discretionary |
ORCL Oracle | $12,818,383 | $52,756 ▼ | -0.4% | 102,049 | 0.2% | Computer and Technology |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $12,541,993 | $199,343 ▲ | 1.6% | 155,782 | 0.2% | ETF |
ELV Elevance Health | $12,491,266 | $197,048 ▲ | 1.6% | 24,089 | 0.2% | Medical |
SUB iShares Short-Term National Muni Bond ETF | $12,485,216 | $12,987 ▲ | 0.1% | 119,213 | 0.2% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $12,407,342 | $3,417,368 ▲ | 38.0% | 501,915 | 0.2% | ETF |
HUBB Hubbell | $12,253,270 | $47,316 ▼ | -0.4% | 29,522 | 0.2% | Industrial Products |
UL Unilever | $12,136,098 | $191,524 ▲ | 1.6% | 241,804 | 0.2% | Consumer Staples |
CL Colgate-Palmolive | $12,031,357 | $119,587 ▼ | -1.0% | 133,607 | 0.2% | Consumer Staples |
