VOO Vanguard S&P 500 ETF | $175,947 | $757 â–¼ | -0.4% | 256,180 | 17.0% | ETF |
IEFA iShares Core MSCI EAFE ETF | $75,533 | $157 â–² | 0.2% | 782,078 | 7.3% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $53,460 | $3,507 â–² | 7.0% | 906,409 | 5.2% | ETF |
IJR iShares Core S&P Small-Cap ETF | $53,100 | $95 â–² | 0.2% | 358,032 | 5.1% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $45,792 | $410 â–² | 0.9% | 502,053 | 4.4% | ETF |
BOXX Alpha Architect 1-3 Month Box ETF | $35,826 | $2,541 â–² | 7.6% | 305,968 | 3.5% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $34,283 | $174 â–² | 0.5% | 589,059 | 3.3% | ETF |
DFCF Dimensional Core Fixed Income ETF | $34,158 | $1,880 â–² | 5.8% | 809,244 | 3.3% | ETF |
VYM Vanguard High Dividend Yield ETF | $34,027 | $470 â–² | 1.4% | 215,320 | 3.3% | ETF |
IWB iShares Russell 1000 ETF | $32,887 | $931 â–² | 2.9% | 80,310 | 3.2% | ETF |
AVDV Avantis International Small Cap Value ETF | $31,917 | $362 â–¼ | -1.1% | 309,726 | 3.1% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $29,912 | $2,475 â–² | 9.0% | 292,799 | 2.9% | ETF |
FNDF Schwab Fundamental International Equity ETF | $26,729 | $177 â–¼ | -0.7% | 506,615 | 2.6% | ETF |
DUHP Dimensional US High Profitability ETF | $22,918 | $408 â–² | 1.8% | 549,188 | 2.2% | ETF |
VONE Vanguard Russell 1000 ETF | $21,213 | $404 â–¼ | -1.9% | 62,628 | 2.1% | ETF |
SCHF Schwab International Equity ETF | $20,357 | $371 â–¼ | -1.8% | 734,893 | 2.0% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $19,795 | $228 â–² | 1.2% | 158,662 | 1.9% | ETF |
Vanguard Core Tax-Exempt Bond ETF
| $19,007 | $83 â–¼ | -0.4% | 248,789 | 1.8% | CORE TAX EXEMPT |
VFMF Vanguard US Multifactor ETF | $18,960 | $194 â–² | 1.0% | 107,138 | 1.8% | ETF |
SYLD Cambria Shareholder Yield ETF | $18,907 | $181 â–² | 1.0% | 239,067 | 1.8% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $18,523 | $133 â–² | 0.7% | 191,970 | 1.8% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $18,422 | $408 â–¼ | -2.2% | 222,377 | 1.8% | ETF |
PG Procter & Gamble | $16,115 | $18 â–² | 0.1% | 109,896 | 1.6% | Consumer Staples |
VEA Vanguard FTSE Developed Markets ETF | $12,765 | $109 â–² | 0.9% | 179,155 | 1.2% | ETF |
Vanguard Short Duration Tax-Exempt Bond ETF
| $11,411 | $1,115 â–² | 10.8% | 148,913 | 1.1% | SHORT TAX EXEMPT |
FYLD Cambria Foreign Shareholder Yield ETF | $10,737 | $182 â–² | 1.7% | 294,254 | 1.0% | ETF |
IWF iShares Russell 1000 Growth ETF | $7,066 | $5,300 â–² | 300.0% | 56,904 | 0.7% | ETF |
EYLD Cambria Emerging Shareholder Yield ETF | $6,717 | $38 â–² | 0.6% | 147,911 | 0.7% | ETF |
SCHA Schwab US Small-Cap ETF | $6,570 | $1 â–² | 0.0% | 181,849 | 0.6% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $6,183 | $442 â–¼ | -6.7% | 58,077 | 0.6% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $6,102 | $250 â–² | 4.3% | 102,224 | 0.6% | ETF |
VTV Vanguard Value ETF | $5,909 | $25 â–¼ | -0.4% | 27,113 | 0.6% | ETF |
SLS SELLAS Life Sciences Group | $5,692 | $578 â–² | 11.3% | 385,604 | 0.6% | Healthcare |
MUB iShares National Muni Bond ETF | $5,397 | $863 â–² | 19.0% | 50,151 | 0.5% | ETF |
AAPL Apple | $4,970 | $148 â–² | 3.1% | 17,177 | 0.5% | Technology |
SCHB Schwab US Broad Market ETF | $4,333 | $431 â–¼ | -9.1% | 149,617 | 0.4% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $3,745 | $219 â–¼ | -5.5% | 31,887 | 0.4% | ETF |
SCI Service Corporation International | $3,461 | | 0.0% | 45,570 | 0.3% | Consumer Discretionary |
IGPT Invesco AI and Next Gen Software ETF | $3,295 | | 0.0% | 31,653 | 0.3% | ETF |
IRBO iShares Robotics and Artificial Intelligence Multisector ETF | $3,279 | $2 â–² | 0.1% | 43,052 | 0.3% | ETF |
IVV iShares Core S&P 500 ETF | $2,926 | $5 â–¼ | -0.2% | 3,908 | 0.3% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $2,865 | $23 â–² | 0.8% | 56,850 | 0.3% | ETF |
VIG Vanguard Dividend Appreciation ETF | $2,759 | $162 â–¼ | -5.6% | 11,662 | 0.3% | ETF |
IWM iShares Russell 2000 ETF | $2,697 | $22 â–¼ | -0.8% | 8,978 | 0.3% | ETF |
OEF iShares S&P 100 ETF | $2,673 | | 0.0% | 7,307 | 0.3% | ETF |
NVDA NVIDIA | $2,206 | $287 â–² | 15.0% | 11,026 | 0.2% | Technology |
SLYV SPDR S&P 600 Small Cap Value ETF | $1,985 | $31 â–¼ | -1.5% | 18,191 | 0.2% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $1,721 | $1,721 â–² | New Holding | 47,450 | 0.2% | ETF |
IWD iShares Russell 1000 Value ETF | $1,719 | | 0.0% | 7,092 | 0.2% | ETF |
VBK Vanguard Small-Cap Growth ETF | $1,519 | $5 â–¼ | -0.4% | 4,152 | 0.1% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $1,434 | $720 â–¼ | -33.4% | 14,246 | 0.1% | ETF |
MSFT Microsoft | $1,347 | $13 â–² | 1.0% | 3,610 | 0.1% | Technology |
DFAS Dimensional U.S. Small Cap ETF | $1,260 | $1 â–² | 0.1% | 15,308 | 0.1% | ETF |
META Meta Platforms | $1,169 | $19 â–¼ | -1.6% | 2,076 | 0.1% | Communication Services |
JNJ Johnson & Johnson | $1,096 | $255 â–¼ | -18.8% | 4,315 | 0.1% | Healthcare |
Berkshire Hath. Cl B
| $1,081 | $87 â–² | 8.8% | 2,160 | 0.1% | COM |
IWN iShares Russell 2000 Value ETF | $1,038 | $0 â–² | 0.0% | 4,694 | 0.1% | ETF |
AVGO Broadcom | $985 | $85 â–¼ | -7.9% | 2,607 | 0.1% | Technology |
VV Vanguard Large-Cap ETF | $951 | | 0.0% | 2,764 | 0.1% | ETF |
AMZN Amazon.com | $931 | $212 â–¼ | -18.6% | 3,907 | 0.1% | Consumer Discretionary |
BSV Vanguard Short-Term Bond ETF | $864 | | 0.0% | 11,095 | 0.1% | ETF |
XOM ExxonMobil | $764 | $150 â–¼ | -16.4% | 5,587 | 0.1% | Energy |
IJH iShares Core S&P Mid-Cap ETF | $743 | $13 â–¼ | -1.7% | 9,632 | 0.1% | ETF |
CINF Cincinnati Financial | $741 | $2 â–² | 0.3% | 4,001 | 0.1% | Finance |
JPM JPMorgan Chase & Co. | $736 | $17 â–¼ | -2.2% | 2,248 | 0.1% | Finance |
LLY Eli Lilly and Company | $711 | $362 â–¼ | -33.7% | 593 | 0.1% | Healthcare |
ISRG Intuitive Surgical | $688 | $688 â–² | New Holding | 1,730 | 0.1% | Healthcare |
UNH UnitedHealth Group | $666 | $177 â–² | 36.1% | 1,603 | 0.1% | Healthcare |
GOOGL Alphabet | $652 | $90 â–² | 16.0% | 1,825 | 0.1% | Communication Services |
QQQ Invesco QQQ | $619 | | 0.0% | 840 | 0.1% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $617 | $89 â–¼ | -12.6% | 12,795 | 0.1% | ETF |
TSM Taiwan Semiconductor Manufacturing | $599 | $63 â–² | 11.7% | 1,255 | 0.1% | Technology |
GOOG Alphabet | $597 | $2 â–¼ | -0.4% | 1,689 | 0.1% | Communication Services |
SCHX Schwab US Large-Cap ETF | $595 | | 0.0% | 20,209 | 0.1% | ETF |
VTI Vanguard Total Stock Market ETF | $579 | $12 â–¼ | -2.0% | 1,566 | 0.1% | ETF |
SPY SPDR S&P 500 ETF Trust | $575 | $116 â–¼ | -16.8% | 769 | 0.1% | ETF |
FNDA Schwab Fundamental U.S. Small Company ETF | $571 | $0 â–² | 0.0% | 14,990 | 0.1% | ETF |
HD Home Depot | $566 | $1 â–¼ | -0.2% | 1,605 | 0.1% | Consumer Discretionary |
VONG Vanguard Russell 1000 Growth ETF | $540 | $0 â–² | 0.0% | 4,226 | 0.1% | ETF |
PNC The PNC Financial Services Group | $536 | $152 â–² | 39.7% | 2,177 | 0.1% | Finance |
CVX Chevron | $525 | $12 â–² | 2.3% | 3,166 | 0.1% | Energy |
ABBV AbbVie | $508 | $3 â–¼ | -0.5% | 2,019 | 0.0% | Healthcare |
WMB Williams Companies | $508 | $69 â–² | 15.7% | 6,837 | 0.0% | Energy |
VO Vanguard Mid-Cap ETF | $500 | $375 â–² | 299.9% | 6,203 | 0.0% | ETF |
VNQ Vanguard Real Estate ETF | $485 | $65 â–¼ | -11.7% | 5,027 | 0.0% | ETF |
Duke Energy Corporation
| $481 | $10 â–² | 2.1% | 3,801 | 0.0% | COM |
OTTR Otter Tail | $474 | | 0.0% | 5,266 | 0.0% | Utilities |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $433 | $3 â–¼ | -0.6% | 2,807 | 0.0% | ETF |
TRV Travelers Companies | $424 | $147 â–¼ | -25.8% | 1,283 | 0.0% | Finance |
APO Apollo Global Management | $414 | $414 â–² | New Holding | 3,497 | 0.0% | Finance |
GLD SPDR Gold Shares | $395 | | 0.0% | 1,073 | 0.0% | ETF |
CSCO Cisco Systems | $381 | $8 â–¼ | -2.1% | 3,243 | 0.0% | Technology |
SCHW Charles Schwab | $364 | $15 â–¼ | -4.1% | 3,950 | 0.0% | Finance |
General Electric
| $357 | | 0.0% | 954 | 0.0% | COM |
SPLG SPDR Portfolio S&P 500 ETF | $355 | | 0.0% | 4,035 | 0.0% | ETF |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $354 | | 0.0% | 15,457 | 0.0% | ETF |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $353 | | 0.0% | 15,782 | 0.0% | ETF |
ET Energy Transfer | $352 | | 0.0% | 18,399 | 0.0% | Energy |
IBTI iShares iBonds Dec 2028 Term Treasury ETF | $350 | | 0.0% | 15,830 | 0.0% | ETF |
Hubbell Inc Class B
| $345 | | 0.0% | 660 | 0.0% | COM |
