IVV iShares Core S&P 500 ETF | $1,024,697 | $289,531 ▼ | -22.0% | 1,949,094 | 13.2% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $495,645 | $138,375 ▲ | 38.7% | 10,871,783 | 6.4% | Manufacturing |
QUAL iShares MSCI USA Quality Factor ETF | $320,828 | $388 ▲ | 0.1% | 1,952,104 | 4.1% | ETF |
IVW iShares S&P 500 Growth ETF | $223,763 | $132,415 ▲ | 145.0% | 2,649,963 | 2.9% | ETF |
EFV iShares MSCI EAFE Value ETF | $222,874 | $76,381 ▼ | -25.5% | 4,096,957 | 2.9% | ETF |
EFG iShares MSCI EAFE Growth ETF | $176,052 | $11,495 ▲ | 7.0% | 1,696,229 | 2.3% | ETF |
IVE iShares S&P 500 Value ETF | $168,602 | $156,872 ▲ | 1,337.4% | 902,534 | 2.2% | ETF |
IYW iShares U.S. Technology ETF | $142,441 | $12,893 ▲ | 10.0% | 1,054,653 | 1.8% | Manufacturing |
MBB iShares MBS ETF | $127,260 | $5,068 ▲ | 4.1% | 1,376,978 | 1.6% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $104,977 | $50,309 ▲ | 92.0% | 1,823,466 | 1.4% | Manufacturing |
MUB iShares National Muni Bond ETF | $102,357 | $1,936 ▲ | 1.9% | 951,272 | 1.3% | ETF |
MSFT Microsoft | $88,232 | $5,041 ▲ | 6.1% | 209,717 | 1.1% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $83,270 | $2,204 ▼ | -2.6% | 159,195 | 1.1% | Finance |
TLT iShares 20+ Year Treasury Bond ETF | $79,763 | $16,263 ▼ | -16.9% | 842,981 | 1.0% | ETF |
HEFA iShares Currency Hedged MSCI EAFE ETF | $78,812 | $78,812 ▲ | New Holding | 2,259,530 | 1.0% | ETF |
AAPL Apple | $66,273 | $3,532 ▲ | 5.6% | 386,474 | 0.9% | Computer and Technology |
NVDA NVIDIA | $65,480 | $9,261 ▲ | 16.5% | 72,469 | 0.8% | Computer and Technology |
DFAC Dimensional U.S. Core Equity 2 ETF | $64,991 | $4,015 ▲ | 6.6% | 2,034,140 | 0.8% | ETF |
VIG Vanguard Dividend Appreciation ETF | $59,150 | $12,391 ▼ | -17.3% | 323,913 | 0.8% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $57,682 | $393 ▲ | 0.7% | 1,609,439 | 0.7% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $53,621 | $2,213 ▼ | -4.0% | 834,433 | 0.7% | ETF |
VTI Vanguard Total Stock Market ETF | $53,236 | $484 ▼ | -0.9% | 204,832 | 0.7% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $52,998 | $115,210 ▼ | -68.5% | 461,008 | 0.7% | Manufacturing |
VBR Vanguard Small-Cap Value ETF | $50,570 | $1,907 ▲ | 3.9% | 263,550 | 0.7% | ETF |
BINC BlackRock Flexible Income ETF | $49,716 | $47,513 ▲ | 2,157.2% | 947,687 | 0.6% | ETF |
AMZN Amazon.com | $46,351 | $2,445 ▲ | 5.6% | 256,964 | 0.6% | Retail/Wholesale |
AGG iShares Core U.S. Aggregate Bond ETF | $46,285 | $289 ▼ | -0.6% | 472,582 | 0.6% | Finance |
IEMG iShares Core MSCI Emerging Markets ETF | $44,274 | $60,059 ▼ | -57.6% | 858,029 | 0.6% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $44,237 | $784 ▲ | 1.8% | 718,958 | 0.6% | ETF |
DUHP Dimensional US High Profitability ETF | $41,455 | $5,472 ▲ | 15.2% | 1,311,439 | 0.5% | ETF |
VB Vanguard Small-Cap ETF | $39,565 | $3,655 ▲ | 10.2% | 173,088 | 0.5% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $38,253 | $1,437 ▲ | 3.9% | 762,467 | 0.5% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $37,901 | $4,721 ▲ | 14.2% | 1,416,862 | 0.5% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $37,890 | $47,438 ▼ | -55.6% | 347,874 | 0.5% | Finance |
AVUS Avantis U.S. Equity ETF | $36,250 | $3,443 ▲ | 10.5% | 405,027 | 0.5% | ETF |
IXC iShares Global Energy ETF | $33,638 | $1,508 ▲ | 4.7% | 783,193 | 0.4% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $31,619 | $4,122 ▼ | -11.5% | 492,899 | 0.4% | ETF |
IFRA iShares U.S. Infrastructure ETF | $30,256 | $3,240 ▼ | -9.7% | 697,796 | 0.4% | ETF |
META Meta Platforms | $30,181 | $2,911 ▲ | 10.7% | 62,155 | 0.4% | Computer and Technology |
SPYG SPDR Portfolio S&P 500 Growth ETF | $29,857 | $29,565 ▲ | 10,111.9% | 408,168 | 0.4% | ETF |
LCTU BlackRock U.S. Carbon Transition Readiness ETF | $29,033 | $420 ▼ | -1.4% | 505,712 | 0.4% | ETF |
SPTS SPDR Portfolio Short Term Treasury ETF | $28,820 | $1,279 ▲ | 4.6% | 996,525 | 0.4% | ETF |
GOOGL Alphabet | $28,712 | $1,079 ▲ | 3.9% | 190,234 | 0.4% | Computer and Technology |
SCHG Schwab U.S. Large-Cap Growth ETF | $28,512 | $786 ▲ | 2.8% | 307,502 | 0.4% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $26,677 | $797 ▼ | -2.9% | 1,055,253 | 0.3% | ETF |
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $26,657 | $683 ▲ | 2.6% | 1,921,950 | 0.3% | Manufacturing |
DFIS Dimensional International Small Cap ETF | $26,040 | $3,394 ▲ | 15.0% | 1,039,095 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $24,468 | $362 ▲ | 1.5% | 122,156 | 0.3% | Finance |
MA Mastercard | $23,309 | $625 ▲ | 2.8% | 48,401 | 0.3% | Business Services |
IEFA iShares Core MSCI EAFE ETF | $23,288 | $3,453 ▲ | 17.4% | 313,772 | 0.3% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $22,569 | $2,850 ▲ | 14.5% | 991,165 | 0.3% | ETF |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $21,925 | $9,038 ▲ | 70.1% | 244,507 | 0.3% | ETF |
AVDV Avantis International Small Cap Value ETF | $21,509 | $2,191 ▲ | 11.3% | 326,583 | 0.3% | ETF |
SCHD Schwab US Dividend Equity ETF | $21,491 | $625 ▲ | 3.0% | 266,544 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $21,078 | $2,423 ▲ | 13.0% | 50,123 | 0.3% | Finance |
V Visa | $20,208 | $134 ▼ | -0.7% | 72,410 | 0.3% | Business Services |
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF | $20,049 | $1,209 ▲ | 6.4% | 818,004 | 0.3% | ETF |
DSI iShares MSCI KLD 400 Social ETF | $19,714 | $581 ▼ | -2.9% | 195,557 | 0.3% | ETF |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $19,631 | $2,209 ▲ | 12.7% | 696,626 | 0.3% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $19,229 | $1,264 ▲ | 7.0% | 531,342 | 0.2% | ETF |
XLSR SPDR SSGA US Sector Rotation ETF | $19,029 | $868 ▲ | 4.8% | 381,687 | 0.2% | ETF |
TLH iShares 10-20 Year Treasury Bond ETF | $18,361 | $1,114 ▲ | 6.5% | 174,817 | 0.2% | ETF |
IWM iShares Russell 2000 ETF | $18,233 | $757 ▲ | 4.3% | 86,699 | 0.2% | Finance |
XLV Health Care Select Sector SPDR Fund | $18,192 | $4,512 ▲ | 33.0% | 123,144 | 0.2% | ETF |
BSV Vanguard Short-Term Bond ETF | $18,115 | $1,428 ▲ | 8.6% | 236,271 | 0.2% | ETF |
HD Home Depot | $17,979 | $732 ▲ | 4.2% | 46,868 | 0.2% | Retail/Wholesale |
USXF iShares ESG Advanced MSCI USA ETF | $17,651 | $108 ▼ | -0.6% | 390,944 | 0.2% | Manufacturing |
DIHP Dimensional International High Profitability ETF | $17,462 | $4,116 ▲ | 30.8% | 648,164 | 0.2% | ETF |
AVGO Broadcom | $17,442 | $998 ▲ | 6.1% | 13,160 | 0.2% | Computer and Technology |
UNH UnitedHealth Group | $17,135 | $980 ▼ | -5.4% | 34,637 | 0.2% | Medical |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $16,880 | $9,889 ▼ | -36.9% | 516,370 | 0.2% | ETF |
GOOG Alphabet | $16,730 | $1,773 ▲ | 11.9% | 109,878 | 0.2% | Computer and Technology |
MRK Merck & Co., Inc. | $16,725 | $182 ▼ | -1.1% | 126,749 | 0.2% | Medical |
VGSH Vanguard Short-Term Treasury Index ETF | $16,375 | $1,750 ▲ | 12.0% | 281,983 | 0.2% | ETF |
IWF iShares Russell 1000 Growth ETF | $16,178 | $2,528 ▼ | -13.5% | 47,998 | 0.2% | ETF |
XLK Technology Select Sector SPDR Fund | $15,601 | $7,155 ▲ | 84.7% | 74,909 | 0.2% | ETF |
COST Costco Wholesale | $14,398 | $258 ▲ | 1.8% | 19,653 | 0.2% | Retail/Wholesale |
ABBV AbbVie | $14,183 | $334 ▲ | 2.4% | 77,884 | 0.2% | Medical |
OEF iShares S&P 100 ETF | $14,041 | $91,056 ▼ | -86.6% | 56,754 | 0.2% | ETF |
XLF Financial Select Sector SPDR Fund | $14,003 | $10,854 ▲ | 344.6% | 332,450 | 0.2% | ETF |
SCHF Schwab International Equity ETF | $13,808 | $2,762 ▲ | 25.0% | 353,882 | 0.2% | ETF |
PG Procter & Gamble | $13,588 | $1,312 ▲ | 10.7% | 83,748 | 0.2% | Consumer Staples |
LLY Eli Lilly and Company | $13,376 | $1,544 ▲ | 13.1% | 17,194 | 0.2% | Medical |
VTV Vanguard Value ETF | $13,336 | $1,136 ▼ | -7.8% | 81,889 | 0.2% | ETF |
JQUA JPMorgan US Quality Factor ETF | $13,326 | $1,611 ▼ | -10.8% | 252,044 | 0.2% | ETF |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $13,290 | $3,637 ▲ | 37.7% | 312,344 | 0.2% | ETF |
NVO Novo Nordisk A/S | $13,217 | $1,897 ▲ | 16.8% | 102,939 | 0.2% | Medical |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $13,085 | $715 ▲ | 5.8% | 162,529 | 0.2% | ETF |
CVX Chevron | $12,856 | $315 ▲ | 2.5% | 81,500 | 0.2% | Oils/Energy |
AVDE Avantis International Equity ETF | $12,592 | $1,204 ▲ | 10.6% | 197,556 | 0.2% | ETF |
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF | $12,561 | $734 ▼ | -5.5% | 642,369 | 0.2% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $12,554 | $63 ▲ | 0.5% | 266,885 | 0.2% | ETF |
SUSC iShares ESG Aware USD Corporate Bond ETF | $12,526 | $1,656 ▲ | 15.2% | 544,861 | 0.2% | Manufacturing |
XOM Exxon Mobil | $12,344 | $1,578 ▲ | 14.7% | 106,197 | 0.2% | Oils/Energy |
ADBE Adobe | $12,246 | $14 ▲ | 0.1% | 24,269 | 0.2% | Computer and Technology |
IJH iShares Core S&P Mid-Cap ETF | $12,207 | $10,552 ▲ | 637.7% | 200,963 | 0.2% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $12,186 | $111 ▼ | -0.9% | 179,579 | 0.2% | Manufacturing |
DFAE Dimensional Emerging Core Equity Market ETF | $12,059 | $1,511 ▲ | 14.3% | 487,841 | 0.2% | ETF |
TSLA Tesla | $11,742 | $1,735 ▲ | 17.3% | 66,797 | 0.2% | Auto/Tires/Trucks |
AVEM Avantis Emerging Markets Equity ETF | $11,727 | $766 ▲ | 7.0% | 202,328 | 0.2% | ETF |
