SPTI SPDR Portfolio Intermediate Term Treasury ETF | $162,976,620 | $10,897,274 â–² | 7.2% | 5,740,635 | 11.3% | ETF |
VYM Vanguard High Dividend Yield ETF | $118,273,541 | $2,740,713 â–² | 2.4% | 748,425 | 8.2% | ETF |
VOO Vanguard S&P 500 ETF | $112,207,347 | $1,503,424 â–¼ | -1.3% | 163,375 | 7.8% | ETF |
VUG Vanguard Growth ETF | $109,274,019 | $91,714,466 â–² | 522.3% | 1,268,563 | 7.6% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $100,900,075 | $7,764,201 â–² | 8.3% | 1,148,157 | 7.0% | ETF |
SPTL SPDR Portfolio Long Term Treasury ETF | $100,434,604 | $7,275,283 â–² | 7.8% | 3,828,998 | 7.0% | ETF |
QQQM Invesco NASDAQ 100 ETF | $80,541,907 | $1,391,239 â–² | 1.8% | 265,841 | 5.6% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $69,113,478 | $3,472,195 â–² | 5.3% | 324,827 | 4.8% | ETF |
VBK Vanguard Small-Cap Growth ETF | $48,141,760 | $932,533 â–² | 2.0% | 131,643 | 3.3% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $46,395,195 | $3,880,732 â–² | 9.1% | 804,494 | 3.2% | ETF |
IJR iShares Core S&P Small-Cap ETF | $43,867,404 | $2,170,664 â–¼ | -4.7% | 295,782 | 3.0% | ETF |
BILS SPDR Bloomberg 3-12 Month T-Bill ETF | $32,731,862 | $114,386 â–² | 0.4% | 329,361 | 2.3% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $26,581,258 | $1,772,198 â–¼ | -6.3% | 264,043 | 1.8% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $23,767,835 | $1,808,059 â–² | 8.2% | 217,834 | 1.7% | ETF |
VIOO Vanguard S&P Small-Cap 600 ETF | $19,374,050 | $675,597 â–¼ | -3.4% | 140,861 | 1.3% | ETF |
TLT iShares 20+ Year Treasury Bond ETF | $16,314,454 | $3,261,750 â–² | 25.0% | 188,781 | 1.1% | ETF |
ESGV Vanguard ESG U.S. Stock ETF | $14,938,109 | $160,407 â–² | 1.1% | 112,962 | 1.0% | ETF |
VIOV Vanguard S&P Small-Cap 600 Value ETF | $14,729,271 | $638,745 â–¼ | -4.2% | 125,537 | 1.0% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $14,320,426 | $900,718 â–² | 6.7% | 144,680 | 1.0% | ETF |
VTI Vanguard Total Stock Market ETF | $14,258,354 | $400,012 â–² | 2.9% | 38,532 | 1.0% | ETF |
AAPL Apple | $14,030,503 | $909,459 â–² | 6.9% | 48,488 | 1.0% | Technology |
IVV iShares Core S&P 500 ETF | $13,164,406 | $426,857 â–² | 3.4% | 17,579 | 0.9% | ETF |
IEF iShares 7-10 Year Treasury Bond ETF | $13,073,262 | $5,216,103 â–² | 66.4% | 138,239 | 0.9% | ETF |
IWV iShares Russell 3000 ETF | $11,688,050 | $538,117 â–¼ | -4.4% | 27,411 | 0.8% | ETF |
TBLL Invesco Short Term Treasury ETF | $10,687,379 | $3,482,332 â–² | 48.3% | 101,235 | 0.7% | ETF |
SPY SPDR S&P 500 ETF Trust | $9,368,310 | $23,897 â–² | 0.3% | 12,545 | 0.7% | ETF |
SHV iShares Short Treasury Bond ETF | $8,737,813 | $153,938 â–¼ | -1.7% | 79,183 | 0.6% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $8,673,964 | $389,127 â–¼ | -4.3% | 63,462 | 0.6% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $8,206,280 | $83,769 â–¼ | -1.0% | 68,966 | 0.6% | ETF |
VIG Vanguard Dividend Appreciation ETF | $7,866,704 | $168,711 â–² | 2.2% | 33,246 | 0.5% | ETF |
NVDA NVIDIA | $7,150,747 | $238,105 â–² | 3.4% | 35,738 | 0.5% | Technology |
IJH iShares Core S&P Mid-Cap ETF | $5,547,435 | $46,420 â–¼ | -0.8% | 71,942 | 0.4% | ETF |
VB Vanguard Small-Cap ETF | $5,418,270 | $3,637 â–¼ | -0.1% | 17,875 | 0.4% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $5,315,966 | $145,499 â–² | 2.8% | 64,742 | 0.4% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $4,499,295 | $124,103 â–¼ | -2.7% | 35,203 | 0.3% | ETF |
MSFT Microsoft | $4,450,937 | $261,864 â–² | 6.3% | 11,932 | 0.3% | Technology |
VEA Vanguard FTSE Developed Markets ETF | $4,146,344 | $216,672 â–¼ | -5.0% | 58,194 | 0.3% | ETF |
SPTS SPDR Portfolio Short Term Treasury ETF | $4,061,719 | $2,629,640 â–² | 183.6% | 140,011 | 0.3% | ETF |
XLV Health Care Select Sector SPDR Fund | $3,935,879 | $209,273 â–² | 5.6% | 24,807 | 0.3% | ETF |
VDC Vanguard Consumer Staples ETF | $3,846,408 | $215,794 â–² | 5.9% | 17,058 | 0.3% | ETF |
QQQ Invesco QQQ | $3,702,924 | $7,365 â–² | 0.2% | 5,028 | 0.3% | ETF |
AMZN Amazon.com | $3,694,508 | $27,171 â–² | 0.7% | 15,501 | 0.3% | Consumer Discretionary |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $3,597,672 | $1,861,655 â–¼ | -34.1% | 39,259 | 0.3% | ETF |
VHT Vanguard Health Care ETF | $3,545,959 | $82,826 â–² | 2.4% | 11,859 | 0.2% | ETF |
GOOGL Alphabet | $3,273,572 | $638,632 â–² | 24.2% | 9,160 | 0.2% | Communication Services |
GOOG Alphabet | $3,163,363 | $66,426 â–² | 2.1% | 8,953 | 0.2% | Communication Services |
IEI iShares 3-7 Year Treasury Bond ETF | $3,046,183 | $169,833 â–² | 5.9% | 25,936 | 0.2% | ETF |
BRK.A Berkshire Hathaway | $2,995,400 | | 0.0% | 4 | 0.2% | Finance |
VNQ Vanguard Real Estate ETF | $2,924,240 | $359,491 â–¼ | -10.9% | 30,325 | 0.2% | ETF |
VGT Vanguard Information Technology ETF | $2,708,038 | $2,372,671 â–² | 707.5% | 22,658 | 0.2% | ETF |
NULV Nuveen ESG Large-Cap Value ETF | $2,707,658 | $35,543 â–¼ | -1.3% | 54,164 | 0.2% | ETF |
VTV Vanguard Value ETF | $2,480,043 | $191,996 â–¼ | -7.2% | 11,380 | 0.2% | ETF |
XLK Technology Select Sector SPDR Fund | $2,288,336 | $107,834 â–¼ | -4.5% | 12,011 | 0.2% | ETF |
IWF iShares Russell 1000 Growth ETF | $2,226,741 | $1,886,888 â–² | 555.2% | 17,933 | 0.2% | ETF |
BRK.B Berkshire Hathaway | $2,174,695 | $117,592 â–² | 5.7% | 4,346 | 0.2% | Finance |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $2,056,551 | $91,406 â–² | 4.7% | 43,378 | 0.1% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $1,889,012 | $537 â–¼ | 0.0% | 31,647 | 0.1% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $1,739,754 | $412,728 â–¼ | -19.2% | 76,372 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $1,635,413 | $207,209 â–² | 14.5% | 4,996 | 0.1% | Finance |
V Visa | $1,623,670 | $30,538 â–² | 1.9% | 4,732 | 0.1% | Finance |
IWP iShares Russell Mid-Cap Growth ETF | $1,587,377 | | 0.0% | 10,842 | 0.1% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $1,552,454 | $65,980 â–² | 4.4% | 14,094 | 0.1% | ETF |
VBR Vanguard Small-Cap Value ETF | $1,505,440 | $253,701 â–¼ | -14.4% | 6,195 | 0.1% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $1,434,562 | $28,213 â–² | 2.0% | 7,627 | 0.1% | ETF |
IVW iShares S&P 500 Growth ETF | $1,382,940 | $413 â–² | 0.0% | 10,056 | 0.1% | ETF |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $1,307,596 | $1,307,596 â–² | New Holding | 51,786 | 0.1% | ETF |
SCHD Schwab US Dividend Equity ETF | $1,277,242 | $23,370 â–¼ | -1.8% | 40,279 | 0.1% | ETF |
VGLT Vanguard Long-Term Treasury ETF | $1,247,785 | $209,077 â–¼ | -14.4% | 22,613 | 0.1% | ETF |
BROS Dutch Bros | $1,193,769 | | 0.0% | 16,624 | 0.1% | Consumer Discretionary |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $1,183,401 | $1,183,401 â–² | New Holding | 7,204 | 0.1% | ETF |
COST Costco Wholesale | $1,140,975 | $43,956 â–² | 4.0% | 1,220 | 0.1% | Consumer Staples |
SCHB Schwab US Broad Market ETF | $1,120,457 | $2,896 â–¼ | -0.3% | 38,690 | 0.1% | ETF |
XOM ExxonMobil | $1,095,374 | $14,765 â–² | 1.4% | 8,012 | 0.1% | Energy |
IEMG iShares Core MSCI Emerging Markets ETF | $999,337 | $65,860 â–¼ | -6.2% | 12,063 | 0.1% | ETF |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $996,393 | $39,543 â–¼ | -3.8% | 17,815 | 0.1% | ETF |
META Meta Platforms | $993,362 | $40,545 â–² | 4.3% | 1,764 | 0.1% | Communication Services |
GLD SPDR Gold Shares | $990,574 | $2,947 â–¼ | -0.3% | 2,689 | 0.1% | ETF |
AVGO Broadcom | $987,438 | $114,080 â–² | 13.1% | 2,614 | 0.1% | Technology |
VEU Vanguard FTSE All-World ex-US ETF | $972,338 | | 0.0% | 11,610 | 0.1% | ETF |
JNJ Johnson & Johnson | $971,351 | $196,810 â–² | 25.4% | 3,825 | 0.1% | Healthcare |
WALMART INC
| $960,789 | $13,818 â–² | 1.5% | 8,483 | 0.1% | COM |
AMD Advanced Micro Devices | $956,759 | $956,759 â–² | New Holding | 1,647 | 0.1% | Technology |
VOOG Vanguard S&P 500 Growth ETF | $944,904 | $787,021 â–² | 498.5% | 11,437 | 0.1% | ETF |
GE GE Aerospace | $934,013 | $39,618 â–² | 4.4% | 2,499 | 0.1% | Industrials |
VXUS Vanguard Total International Stock ETF | $867,382 | | 0.0% | 10,146 | 0.1% | ETF |
AMAT Applied Materials | $863,262 | $75,915 â–² | 9.6% | 1,194 | 0.1% | Technology |
IWS iShares Russell Mid-Cap Value ETF | $821,536 | $13,991 â–¼ | -1.7% | 4,991 | 0.1% | ETF |
XLI Industrial Select Sector SPDR Fund | $794,266 | | 0.0% | 4,288 | 0.1% | ETF |
ABBV AbbVie | $790,905 | $109,967 â–² | 16.1% | 3,143 | 0.1% | Healthcare |
SCHG Schwab U.S. Large-Cap Growth ETF | $786,532 | $226,962 â–² | 40.6% | 23,243 | 0.1% | ETF |
IWD iShares Russell 1000 Value ETF | $767,533 | $211,884 â–² | 38.1% | 3,166 | 0.1% | ETF |
SDY SPDR S&P Dividend ETF | $750,502 | $22,217 â–¼ | -2.9% | 4,932 | 0.1% | ETF |
GE VERNOVA INC
| $707,344 | $23,500 â–² | 3.4% | 602 | 0.0% | COM |
VO Vanguard Mid-Cap ETF | $689,518 | $521,207 â–² | 309.7% | 8,558 | 0.0% | ETF |
LLY Eli Lilly and Company | $669,282 | $16,792 â–¼ | -2.4% | 558 | 0.0% | Healthcare |
VOE Vanguard Mid-Cap Value ETF | $659,662 | | 0.0% | 3,338 | 0.0% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $653,528 | $15,360 â–² | 2.4% | 3,659 | 0.0% | ETF |
VGK Vanguard FTSE Europe ETF | $637,931 | $89,514 â–¼ | -12.3% | 7,205 | 0.0% | ETF |
DE Deere & Company | $629,255 | $15,858 â–² | 2.6% | 992 | 0.0% | Industrials |
IBM International Business Machines | $614,163 | $105,173 â–² | 20.7% | 2,184 | 0.0% | Technology |
