VOO Vanguard S&P 500 ETF | $151,370 | $289 ▼ | -0.2% | 266,482 | 18.1% | ETF |
SCHF Schwab International Equity ETF | $55,488 | $1,552 ▼ | -2.7% | 2,510,756 | 6.6% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $44,292 | $1,529 ▼ | -3.3% | 740,542 | 5.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $38,000 | $1,846 ▼ | -4.6% | 347,703 | 4.6% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $33,277 | $150 ▼ | -0.4% | 487,866 | 4.0% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $30,559 | $2,607 ▼ | -7.9% | 519,889 | 3.7% | ETF |
IEFA iShares Core MSCI EAFE ETF | $29,508 | $43 ▼ | -0.1% | 353,472 | 3.5% | ETF |
DFCF Dimensional Core Fixed Income ETF | $28,738 | $216 ▼ | -0.7% | 680,036 | 3.4% | ETF |
VYM Vanguard High Dividend Yield ETF | $28,256 | $518 ▼ | -1.8% | 211,958 | 3.4% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $28,254 | $664 ▼ | -2.3% | 280,604 | 3.4% | ETF |
IWB iShares Russell 1000 ETF | $27,193 | $170 ▼ | -0.6% | 80,082 | 3.3% | ETF |
AVDV Avantis International Small Cap Value ETF | $26,964 | $508 ▼ | -1.8% | 340,110 | 3.2% | ETF |
FNDF Schwab Fundamental International Equity ETF | $21,470 | $646 ▼ | -2.9% | 536,476 | 2.6% | ETF |
BOXX Alpha Architect 1-3 Month Box ETF | $20,642 | $2,309 ▲ | 12.6% | 183,194 | 2.5% | ETF |
PG Procter & Gamble | $18,933 | $56 ▼ | -0.3% | 118,837 | 2.3% | Consumer Staples |
DUHP Dimensional US High Profitability ETF | $18,637 | $204 ▼ | -1.1% | 524,104 | 2.2% | ETF |
VONE Vanguard Russell 1000 ETF | $17,617 | $1,401 ▲ | 8.6% | 62,725 | 2.1% | ETF |
SYLD Cambria Shareholder Yield ETF | $14,536 | $29 ▼ | -0.2% | 223,534 | 1.7% | ETF |
VFMF Vanguard US Multifactor ETF | $14,165 | $22 ▲ | 0.2% | 105,315 | 1.7% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $13,535 | $252 ▼ | -1.8% | 225,469 | 1.6% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $13,516 | $31 ▲ | 0.2% | 148,360 | 1.6% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $13,006 | $130 ▼ | -1.0% | 189,751 | 1.6% | ETF |
Vanguard Core Tax-Exempt Bond ETF
| $11,000 | $10,508 ▲ | 2,135.2% | 149,512 | 1.3% | CORE TAX EXEMPT |
VEA Vanguard FTSE Developed Markets ETF | $10,900 | $25 ▼ | -0.2% | 191,193 | 1.3% | ETF |
FYLD Cambria Foreign Shareholder Yield ETF | $8,963 | $92 ▼ | -1.0% | 306,537 | 1.1% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $7,163 | $207 ▼ | -2.8% | 67,363 | 0.9% | ETF |
IWF iShares Russell 1000 Growth ETF | $6,038 | $4,783 ▲ | 380.9% | 14,221 | 0.7% | ETF |
SCI Service Corporation International | $5,751 | $551 ▲ | 10.6% | 70,654 | 0.7% | Consumer Staples |
Vanguard Short Duration Tax-Exempt Bond ETF
| $5,635 | $5,299 ▲ | 1,578.2% | 74,427 | 0.7% | SHORT TAX EXEMPT |
EYLD Cambria Emerging Shareholder Yield ETF | $5,280 | $100 ▼ | -1.9% | 146,180 | 0.6% | ETF |
VTV Vanguard Value ETF | $5,024 | $12 ▼ | -0.2% | 28,429 | 0.6% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $4,786 | $171 ▲ | 3.7% | 96,774 | 0.6% | ETF |
SCHA Schwab US Small-Cap ETF | $4,562 | $3,237 ▲ | 244.4% | 180,301 | 0.5% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $4,462 | $204 ▼ | -4.4% | 37,465 | 0.5% | ETF |
MUB iShares National Muni Bond ETF | $4,433 | $3,821 ▼ | -46.3% | 42,433 | 0.5% | ETF |
SCHB Schwab US Broad Market ETF | $3,889 | $522 ▼ | -11.8% | 163,202 | 0.5% | ETF |
AAPL Apple | $3,422 | $1 ▲ | 0.0% | 16,678 | 0.4% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $2,836 | $20 ▼ | -0.7% | 13,855 | 0.3% | ETF |
IVV iShares Core S&P 500 ETF | $2,521 | $55 ▼ | -2.1% | 4,061 | 0.3% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $2,270 | $167 ▼ | -6.9% | 56,063 | 0.3% | ETF |
IWM iShares Russell 2000 ETF | $2,085 | $22 ▼ | -1.1% | 9,662 | 0.2% | Finance |
OEF iShares S&P 100 ETF | $2,026 | $2,026 ▲ | New Holding | 6,657 | 0.2% | ETF |
MSFT Microsoft | $1,727 | $82 ▲ | 5.0% | 3,471 | 0.2% | Computer and Technology |
VONG Vanguard Russell 1000 Growth ETF | $1,606 | $0 ▲ | 0.0% | 14,708 | 0.2% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $1,524 | $58 ▼ | -3.7% | 19,102 | 0.2% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $1,504 | $87 ▼ | -5.5% | 49,907 | 0.2% | ETF |
META Meta Platforms | $1,480 | | 0.0% | 2,005 | 0.2% | Computer and Technology |
IWD iShares Russell 1000 Value ETF | $1,393 | | 0.0% | 7,173 | 0.2% | ETF |
VBK Vanguard Small-Cap Growth ETF | $1,320 | $27 ▼ | -2.0% | 4,765 | 0.2% | ETF |
NVDA NVIDIA | $1,259 | $52 ▼ | -3.9% | 7,969 | 0.2% | Computer and Technology |
AMZN Amazon.com | $1,063 | $22 ▲ | 2.1% | 4,846 | 0.1% | Retail/Wholesale |
Berkshire Hath. Cl B
| $994 | | 0.0% | 2,047 | 0.1% | COM |
DFAS Dimensional U.S. Small Cap ETF | $971 | $971 ▲ | New Holding | 15,244 | 0.1% | ETF |
AVGO Broadcom | $939 | $55 ▼ | -5.5% | 3,408 | 0.1% | Computer and Technology |
LLY Eli Lilly and Company | $919 | | 0.0% | 1,179 | 0.1% | Medical |
JNJ Johnson & Johnson | $919 | $82 ▲ | 9.9% | 6,016 | 0.1% | Medical |
BSV Vanguard Short-Term Bond ETF | $873 | | 0.0% | 11,095 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $836 | $15 ▼ | -1.7% | 2,885 | 0.1% | Finance |
XOM Exxon Mobil | $821 | $27 ▲ | 3.4% | 7,615 | 0.1% | Energy |
VV Vanguard Large-Cap ETF | $815 | | 0.0% | 2,858 | 0.1% | ETF |
IWN iShares Russell 2000 Value ETF | $744 | $0 ▲ | 0.0% | 4,718 | 0.1% | ETF |
HD Home Depot | $649 | | 0.0% | 1,770 | 0.1% | Retail/Wholesale |
WMB Williams Companies | $618 | | 0.0% | 9,833 | 0.1% | Energy |
IJH iShares Core S&P Mid-Cap ETF | $614 | $45 ▼ | -6.8% | 9,902 | 0.1% | ETF |
ABBV AbbVie | $610 | | 0.0% | 3,287 | 0.1% | Medical |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $597 | $11 ▼ | -1.8% | 4,446 | 0.1% | ETF |
CINF Cincinnati Financial | $594 | | 0.0% | 3,990 | 0.1% | Finance |
SPY SPDR S&P 500 ETF Trust | $583 | | 0.0% | 943 | 0.1% | Finance |
MCD McDonald's | $581 | | 0.0% | 1,990 | 0.1% | Retail/Wholesale |
ISTB iShares Core 1-5 Year USD Bond ETF | $580 | $1 ▲ | 0.2% | 11,914 | 0.1% | Manufacturing |
TRV Travelers Companies | $547 | $47 ▼ | -7.9% | 2,043 | 0.1% | Finance |
VNQ Vanguard Real Estate ETF | $538 | $13 ▲ | 2.6% | 6,037 | 0.1% | ETF |
CVX Chevron | $535 | | 0.0% | 3,739 | 0.1% | Energy |
SLS SELLAS Life Sciences Group | $526 | $1 ▲ | 0.2% | 240,000 | 0.1% | Medical |
MDLZ Mondelez International | $504 | | 0.0% | 7,477 | 0.1% | Consumer Staples |
ADP Automatic Data Processing | $502 | $0 ▲ | 0.1% | 1,628 | 0.1% | Computer and Technology |
FNDA Schwab Fundamental U.S. Small Company ETF | $492 | $0 ▲ | 0.0% | 17,174 | 0.1% | ETF |
VTI Vanguard Total Stock Market ETF | $485 | $61 ▲ | 14.3% | 1,595 | 0.1% | ETF |
QQQ Invesco QQQ | $463 | $1,096 ▼ | -70.3% | 840 | 0.1% | Finance |
Duke Energy Corporation
| $456 | $8 ▲ | 1.7% | 3,868 | 0.1% | COM |
VO Vanguard Mid-Cap ETF | $449 | $48 ▲ | 11.9% | 1,603 | 0.1% | ETF |
NEE NextEra Energy | $434 | $35 ▼ | -7.4% | 6,253 | 0.1% | Utilities |
MMC Marsh & McLennan Companies | $421 | | 0.0% | 1,926 | 0.1% | Finance |
OTTR Otter Tail | $406 | | 0.0% | 5,266 | 0.0% | Utilities |
GLD SPDR Gold Shares | $396 | | 0.0% | 1,298 | 0.0% | Finance |
Hubbell Inc Class B
| $372 | | 0.0% | 910 | 0.0% | COM |
SCHW Charles Schwab | $354 | $1 ▲ | 0.3% | 3,875 | 0.0% | Finance |
KR Kroger | $352 | | 0.0% | 4,907 | 0.0% | Retail/Wholesale |
PEP PepsiCo | $342 | $141 ▼ | -29.1% | 2,591 | 0.0% | Consumer Staples |
ET Energy Transfer | $334 | | 0.0% | 18,399 | 0.0% | Energy |
Eaton Corporation
| $330 | | 0.0% | 925 | 0.0% | COM |
AVXL Anavex Life Sciences | $320 | | 0.0% | 34,700 | 0.0% | Medical |
SCHX Schwab US Large-Cap ETF | $314 | | 0.0% | 12,864 | 0.0% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $310 | | 0.0% | 4,263 | 0.0% | ETF |
GOOG Alphabet | $307 | $1 ▲ | 0.3% | 1,728 | 0.0% | Computer and Technology |
PNC The PNC Financial Services Group | $297 | $24 ▼ | -7.6% | 1,595 | 0.0% | Finance |
HYDB iShares High Yield Systematic Bond ETF | $292 | $13 ▲ | 4.5% | 6,141 | 0.0% | ETF |
Merck & Co
| $285 | $130 ▼ | -31.3% | 3,603 | 0.0% | COM |
GOOGL Alphabet | $284 | | 0.0% | 1,613 | 0.0% | Computer and Technology |
UNH UnitedHealth Group | $282 | $282 ▲ | New Holding | 904 | 0.0% | Medical |
