BND Vanguard Total Bond Market ETF | $43,627,036 | $679,890 ▲ | 1.6% | 600,675 | 19.2% | ETF |
BSV Vanguard Short-Term Bond ETF | $20,612,922 | $1,208,777 ▲ | 6.2% | 268,853 | 9.1% | ETF |
VUG Vanguard Growth ETF | $19,290,551 | $338,690 ▲ | 1.8% | 56,045 | 8.5% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $18,816,667 | $337,690 ▲ | 1.8% | 231,078 | 8.3% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $17,794,668 | $66,040 ▼ | -0.4% | 303,404 | 7.8% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $14,416,754 | $232,996 ▲ | 1.6% | 179,068 | 6.3% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $13,269,073 | $173,406 ▲ | 1.3% | 262,235 | 5.8% | ETF |
IWD iShares Russell 1000 Value ETF | $9,759,684 | $257,560 ▼ | -2.6% | 54,490 | 4.3% | ETF |
VT Vanguard Total World Stock ETF | $8,945,194 | $1,657 ▼ | 0.0% | 80,952 | 3.9% | ETF |
VTI Vanguard Total Stock Market ETF | $7,591,979 | $101,102 ▲ | 1.3% | 29,211 | 3.3% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $7,035,899 | $194,004 ▲ | 2.8% | 53,820 | 3.1% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $6,555,598 | $187,297 ▲ | 2.9% | 156,945 | 2.9% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $6,391,253 | $16,015 ▲ | 0.3% | 94,183 | 2.8% | Manufacturing |
VB Vanguard Small-Cap ETF | $4,792,878 | $56,919 ▼ | -1.2% | 20,967 | 2.1% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $3,770,093 | $3,010,839 ▲ | 396.6% | 62,069 | 1.7% | ETF |
IJR iShares Core S&P Small-Cap ETF | $3,631,565 | $44,208 ▼ | -1.2% | 32,859 | 1.6% | ETF |
VTV Vanguard Value ETF | $3,482,512 | $102,604 ▼ | -2.9% | 21,383 | 1.5% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $2,203,193 | $14,372 ▲ | 0.7% | 18,856 | 1.0% | ETF |
VBR Vanguard Small-Cap Value ETF | $1,958,939 | $60,060 ▼ | -3.0% | 10,209 | 0.9% | ETF |
AAPL Apple | $1,689,517 | $2,229 ▲ | 0.1% | 9,853 | 0.7% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $1,288,388 | $2,103 ▲ | 0.2% | 2,451 | 0.6% | ETF |
SPY SPDR S&P 500 ETF Trust | $747,769 | $5,229 ▼ | -0.7% | 1,430 | 0.3% | Finance |
IWO iShares Russell 2000 Growth ETF | $644,411 | $11,913 ▼ | -1.8% | 2,380 | 0.3% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $611,524 | $2,158 ▲ | 0.4% | 5,951 | 0.3% | ETF |
VXF Vanguard Extended Market ETF | $529,914 | $1,402 ▲ | 0.3% | 3,023 | 0.2% | ETF |
AON AON | $445,683 | | 0.0% | 1,335 | 0.2% | Finance |
IVW iShares S&P 500 Growth ETF | $436,704 | $7,515 ▼ | -1.7% | 5,172 | 0.2% | ETF |
UNH UnitedHealth Group | $350,922 | $990 ▲ | 0.3% | 709 | 0.2% | Medical |
VV Vanguard Large-Cap ETF | $344,766 | | 0.0% | 1,438 | 0.2% | ETF |
DFUV Dimensional US Marketwide Value ETF | $334,700 | $12,271 ▼ | -3.5% | 8,183 | 0.1% | ETF |
IVE iShares S&P 500 Value ETF | $330,004 | $1,494 ▲ | 0.5% | 1,767 | 0.1% | ETF |
MCD McDonald's | $286,370 | $1,691 ▲ | 0.6% | 1,016 | 0.1% | Retail/Wholesale |
CEG Constellation Energy | $281,897 | | 0.0% | 1,525 | 0.1% | Oils/Energy |
IWF iShares Russell 1000 Growth ETF | $276,139 | | 0.0% | 819 | 0.1% | ETF |
META Meta Platforms | $264,903 | $485 ▲ | 0.2% | 546 | 0.1% | Computer and Technology |
DE Deere & Company | $260,235 | $1,231 ▲ | 0.5% | 634 | 0.1% | Industrial Products |
VYM Vanguard High Dividend Yield ETF | $253,242 | $24,441 ▼ | -8.8% | 2,093 | 0.1% | ETF |
IEFA iShares Core MSCI EAFE ETF | $231,488 | | 0.0% | 3,119 | 0.1% | ETF |
AMZN Amazon.com | $230,887 | | 0.0% | 1,280 | 0.1% | Retail/Wholesale |
JPM JPMorgan Chase & Co. | $209,697 | $1,202 ▲ | 0.6% | 1,047 | 0.1% | Finance |
GS The Goldman Sachs Group | $205,063 | $1,253 ▲ | 0.6% | 491 | 0.1% | Finance |
IWV iShares Russell 3000 ETF | $191,699 | $600 ▲ | 0.3% | 639 | 0.1% | ETF |
ORCL Oracle | $191,476 | $628 ▲ | 0.3% | 1,524 | 0.1% | Computer and Technology |
EXC Exelon | $171,991 | | 0.0% | 4,578 | 0.1% | Utilities |
VGK Vanguard FTSE Europe ETF | $167,508 | $876 ▲ | 0.5% | 2,487 | 0.1% | ETF |
VPL Vanguard FTSE Pacific ETF | $151,360 | $608 ▲ | 0.4% | 1,991 | 0.1% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $143,105 | $125 ▲ | 0.1% | 2,296 | 0.1% | ETF |
PG Procter & Gamble | $137,867 | $811 ▲ | 0.6% | 850 | 0.1% | Consumer Staples |
SCHC Schwab International Small-Cap Equity ETF | $130,874 | | 0.0% | 3,656 | 0.1% | ETF |
PEP PepsiCo | $129,967 | $1,050 ▲ | 0.8% | 743 | 0.1% | Consumer Staples |
DOL WisdomTree International LargeCap Dividend Fund | $121,119 | | 0.0% | 2,342 | 0.1% | Finance |
SCHE Schwab Emerging Markets Equity ETF | $119,159 | | 0.0% | 4,719 | 0.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $112,447 | $548 ▲ | 0.5% | 616 | 0.0% | ETF |
IWM iShares Russell 2000 ETF | $90,582 | $210 ▲ | 0.2% | 431 | 0.0% | Finance |
ESGV Vanguard ESG US Stock ETF | $80,851 | $186 ▲ | 0.2% | 868 | 0.0% | ETF |
PM Philip Morris International | $76,592 | $1,008 ▲ | 1.3% | 836 | 0.0% | Consumer Staples |
ATEC Alphatec | $75,845 | $13,032 ▼ | -14.7% | 5,500 | 0.0% | Medical |
MDY SPDR S&P MidCap 400 ETF Trust | $67,532 | | 0.0% | 121 | 0.0% | ETF |
IBM International Business Machines | $64,621 | $11,662 ▲ | 22.0% | 338 | 0.0% | Computer and Technology |
IYW iShares U.S. Technology ETF | $64,393 | $135 ▲ | 0.2% | 477 | 0.0% | Manufacturing |
PINS Pinterest | $52,005 | | 0.0% | 1,500 | 0.0% | Computer and Technology |
BRK.B Berkshire Hathaway | $49,201 | | 0.0% | 117 | 0.0% | Finance |
CVX Chevron | $48,872 | $473 ▲ | 1.0% | 310 | 0.0% | Oils/Energy |
ZG Zillow Group | $47,860 | | 0.0% | 1,000 | 0.0% | Computer and Technology |
EMR Emerson Electric | $43,478 | $227 ▲ | 0.5% | 383 | 0.0% | Industrial Products |
PPL PPL | $41,956 | | 0.0% | 1,524 | 0.0% | Utilities |
VZ Verizon Communications | $41,044 | $42 ▲ | 0.1% | 978 | 0.0% | Computer and Technology |
MO Altria Group | $40,280 | $916 ▲ | 2.3% | 923 | 0.0% | Consumer Staples |
CWI SPDR MSCI ACWI ex-US ETF | $38,643 | | 0.0% | 1,361 | 0.0% | ETF |
APD Air Products and Chemicals | $31,102 | $243 ▲ | 0.8% | 128 | 0.0% | Basic Materials |
UTZ Utz Brands | $30,868 | $92 ▲ | 0.3% | 1,674 | 0.0% | Consumer Staples |
VANECK BITCOIN TR
| $26,593 | $26,593 ▲ | New Holding | 331 | 0.0% | SH BEN INT |
NFLX Netflix | $23,079 | | 0.0% | 38 | 0.0% | Consumer Discretionary |
XOM Exxon Mobil | $22,353 | $116 ▲ | 0.5% | 192 | 0.0% | Oils/Energy |
ADP Automatic Data Processing | $22,335 | | 0.0% | 89 | 0.0% | Business Services |
QCOM QUALCOMM | $21,687 | | 0.0% | 128 | 0.0% | Computer and Technology |
ICF iShares Cohen & Steers REIT ETF | $21,597 | $58 ▲ | 0.3% | 374 | 0.0% | ETF |
CMCSA Comcast | $21,285 | | 0.0% | 491 | 0.0% | Consumer Discretionary |
VSGX Vanguard ESG International Stock ETF | $18,727 | $115 ▲ | 0.6% | 326 | 0.0% | ETF |
LYFT Lyft | $18,615 | | 0.0% | 962 | 0.0% | Computer and Technology |
WFC Wells Fargo & Company | $17,340 | $116 ▲ | 0.7% | 299 | 0.0% | Finance |
T AT&T | $16,720 | | 0.0% | 950 | 0.0% | Computer and Technology |
URNM Sprott Uranium Miners ETF | $16,433 | | 0.0% | 333 | 0.0% | ETF |
MDLZ Mondelez International | $16,338 | $70 ▲ | 0.4% | 233 | 0.0% | Consumer Staples |
JNJ Johnson & Johnson | $15,320 | $158 ▲ | 1.0% | 97 | 0.0% | Medical |
NVO Novo Nordisk A/S | $14,766 | $14,766 ▲ | New Holding | 115 | 0.0% | Medical |
VDE Vanguard Energy ETF | $13,480 | | 0.0% | 102 | 0.0% | ETF |
DD DuPont de Nemours | $13,298 | | 0.0% | 173 | 0.0% | Basic Materials |
SCZ iShares MSCI EAFE Small-Cap ETF | $12,777 | | 0.0% | 202 | 0.0% | ETF |
ECL Ecolab | $11,686 | $229 ▲ | 2.0% | 51 | 0.0% | Basic Materials |
GE General Electric | $10,914 | | 0.0% | 62 | 0.0% | Transportation |
MMM 3M | $10,460 | $211 ▲ | 2.1% | 99 | 0.0% | Multi-Sector Conglomerates |
DOW DOW | $10,434 | $116 ▲ | 1.1% | 180 | 0.0% | Basic Materials |
CTVA Corteva | $9,981 | | 0.0% | 173 | 0.0% | Consumer Staples |
LICY Li-Cycle | $8,240 | | 0.0% | 8,000 | 0.0% | Computer and Technology |
KO Coca-Cola | $7,888 | | 0.0% | 129 | 0.0% | Consumer Staples |
UNM Unum Group | $7,082 | $54 ▲ | 0.8% | 132 | 0.0% | Finance |
DLR Digital Realty Trust | $6,968 | | 0.0% | 48 | 0.0% | Finance |
D Dominion Energy | $6,855 | $99 ▲ | 1.5% | 139 | 0.0% | Utilities |
TSLA Tesla | $5,274 | | 0.0% | 30 | 0.0% | Auto/Tires/Trucks |
AMPLIFY ETF TR
| $4,982 | $4,982 ▲ | New Holding | 85 | 0.0% | AMPLIFY ETHO CLI |
DIS Walt Disney | $4,666 | $122,789 ▼ | -96.3% | 38 | 0.0% | Consumer Discretionary |
UPS United Parcel Service | $4,487 | | 0.0% | 30 | 0.0% | Transportation |
ONON ON | $3,538 | | 0.0% | 100 | 0.0% | Consumer Discretionary |
BLNK Blink Charging | $3,010 | | 0.0% | 1,000 | 0.0% | Computer and Technology |
KHC Kraft Heinz | $2,931 | | 0.0% | 79 | 0.0% | Consumer Staples |
WBD Warner Bros. Discovery | $2,000 | | 0.0% | 229 | 0.0% | Consumer Discretionary |
GEHC GE HealthCare Technologies | $1,822 | | 0.0% | 20 | 0.0% | Medical |
VOD Vodafone Group Public | $1,665 | | 0.0% | 187 | 0.0% | Computer and Technology |
VGR Vector Group | $1,466 | | 0.0% | 134 | 0.0% | Multi-Sector Conglomerates |
PTON Peloton Interactive | $429 | | 0.0% | 100 | 0.0% | Consumer Discretionary |
DOUG Douglas Elliman | $110 | | 0.0% | 69 | 0.0% | Finance |
BYND Beyond Meat | $83 | | 0.0% | 10 | 0.0% | Consumer Staples |
SPLK Splunk | $0 | $365,640 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
MGC Vanguard Mega Cap ETF | $0 | $135,286 ▼ | -100.0% | 0 | 0.0% | ETF |
ETHO Amplify Etho Climate Leadership U.S. ETF | $0 | $4,699 ▼ | -100.0% | 0 | 0.0% | ETF |
TDOC Teladoc Health | $0 | $1,293 ▼ | -100.0% | 0 | 0.0% | Medical |