IVV iShares Core S&P 500 ETF | $1,798,598,916 | $76,328,937 â–² | 4.4% | 2,401,692 | 5.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $1,608,247,694 | $17,869,336 â–¼ | -1.1% | 2,152,900 | 4.7% | ETF |
VUG Vanguard Growth ETF | $1,357,426,325 | $1,344,141,986 â–² | 10,118.2% | 15,758,373 | 4.0% | ETF |
VOO Vanguard S&P 500 ETF | $1,298,971,928 | $155,148,475 â–² | 13.6% | 1,891,310 | 3.8% | ETF |
VTV Vanguard Value ETF | $1,137,942,497 | $1,127,533,292 â–² | 10,832.1% | 5,221,598 | 3.3% | ETF |
AAPL Apple | $850,596,817 | $6,743,817 â–² | 0.8% | 2,933,907 | 2.5% | Technology |
NVDA NVIDIA | $703,942,079 | $16,913,130 â–² | 2.5% | 3,510,277 | 2.1% | Technology |
MSFT Microsoft | $634,961,418 | $12,205,472 â–¼ | -1.9% | 1,699,477 | 1.8% | Technology |
MDY SPDR S&P MidCap 400 ETF Trust | $597,481,113 | $6,537,547 â–² | 1.1% | 849,491 | 1.7% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $545,091,774 | $1,239,467 â–¼ | -0.2% | 7,069,013 | 1.6% | ETF |
IEFA iShares Core MSCI EAFE ETF | $519,212,504 | $466,412,778 â–² | 883.4% | 5,376,316 | 1.5% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $514,360,498 | $512,055,431 â–² | 22,214.3% | 5,389,360 | 1.5% | ETF |
IWB iShares Russell 1000 ETF | $463,892,181 | $8,550,848 â–² | 1.9% | 1,132,924 | 1.4% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $390,880,916 | $10,494,257 â–² | 2.8% | 5,486,055 | 1.1% | ETF |
AMZN Amazon.com | $370,396,186 | $15,249,001 â–² | 4.3% | 1,549,912 | 1.1% | Consumer Discretionary |
GOOGL Alphabet | $350,548,115 | $25,713,990 â–² | 7.9% | 978,356 | 1.0% | Communication Services |
VTI Vanguard Total Stock Market ETF | $343,910,152 | $35,655,182 â–² | 11.6% | 929,387 | 1.0% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $339,058,966 | $209,584,385 â–² | 161.9% | 4,092,944 | 1.0% | ETF |
GOOG Alphabet | $337,424,277 | $35,489,917 â–² | 11.8% | 953,309 | 1.0% | Communication Services |
IJR iShares Core S&P Small-Cap ETF | $332,430,339 | $14,795,870 â–¼ | -4.3% | 2,241,453 | 1.0% | ETF |
VV Vanguard Large-Cap ETF | $285,816,183 | $1,883,589 â–¼ | -0.7% | 831,081 | 0.8% | ETF |
KO CocaCola | $271,943,081 | $5,764,352 â–² | 2.2% | 3,344,686 | 0.8% | Consumer Staples |
IGF iShares Global Infrastructure ETF | $252,722,370 | $4,793,063 â–² | 1.9% | 3,794,635 | 0.7% | ETF |
IWM iShares Russell 2000 ETF | $248,566,718 | $12,256,869 â–² | 5.2% | 827,314 | 0.7% | ETF |
BRK.B Berkshire Hathaway | $248,325,048 | $45,993,468 â–² | 22.7% | 495,630 | 0.7% | Finance |
BRK.A Berkshire Hathaway | $231,394,650 | $17,972,400 â–² | 8.4% | 309 | 0.7% | Finance |
VYM Vanguard High Dividend Yield ETF | $225,238,209 | $4,136,750 â–² | 1.9% | 1,425,288 | 0.7% | ETF |
TSLA Tesla | $224,975,575 | $11,881,142 â–² | 5.6% | 536,216 | 0.7% | Consumer Discretionary |
AVGO Broadcom | $223,136,995 | $10,210,509 â–² | 4.8% | 589,131 | 0.6% | Technology |
IWR iShares Russell Mid-Cap ETF | $210,077,240 | $82,189 â–¼ | 0.0% | 1,904,250 | 0.6% | ETF |
VO Vanguard Mid-Cap ETF | $193,511,127 | $145,333,541 â–² | 301.7% | 2,401,779 | 0.6% | ETF |
MU Micron Technology | $188,325,015 | $9,258,075 â–² | 5.2% | 162,815 | 0.5% | Technology |
VONG Vanguard Russell 1000 Growth ETF | $177,187,779 | $17,223,284 â–² | 10.8% | 1,386,338 | 0.5% | ETF |
JPM JPMorgan Chase & Co. | $175,365,307 | $13,508,609 â–² | 8.3% | 534,744 | 0.5% | Finance |
META Meta Platforms | $170,162,563 | $4,395,639 â–² | 2.7% | 301,293 | 0.5% | Communication Services |
VBK Vanguard Small-Cap Growth ETF | $166,857,682 | $115,387,568 â–² | 224.2% | 456,269 | 0.5% | ETF |
JNJ Johnson & Johnson | $163,438,198 | $63,765,670 â–² | 64.0% | 642,722 | 0.5% | Healthcare |
VBR Vanguard Small-Cap Value ETF | $155,301,968 | $117,114,569 â–² | 306.7% | 639,128 | 0.5% | ETF |
VB Vanguard Small-Cap ETF | $146,180,580 | $792,964 â–² | 0.5% | 482,252 | 0.4% | ETF |
IWF iShares Russell 1000 Growth ETF | $144,273,676 | $110,290,226 â–² | 324.5% | 1,161,905 | 0.4% | ETF |
LLY Eli Lilly and Company | $143,135,052 | $4,109,762 â–² | 3.0% | 118,903 | 0.4% | Healthcare |
SPDW SPDR Portfolio Developed World ex-US ETF | $143,107,073 | $1,791,864 â–¼ | -1.2% | 2,839,996 | 0.4% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $142,211,526 | $137,852,542 â–² | 3,162.5% | 1,436,769 | 0.4% | ETF |
DIS Walt Disney | $134,100,975 | $1,512,505 â–² | 1.1% | 1,391,010 | 0.4% | Communication Services |
VONV Vanguard Russell 1000 Value ETF | $132,261,798 | $5,359,403 â–² | 4.2% | 1,244,115 | 0.4% | ETF |
EFA iShares MSCI EAFE ETF | $129,242,965 | $28,571,083 â–² | 28.4% | 1,244,155 | 0.4% | ETF |
AMD Advanced Micro Devices | $125,479,709 | $13,252,498 â–² | 11.8% | 215,311 | 0.4% | Technology |
VTEB Vanguard Tax-Exempt Bond ETF | $125,182,299 | $5,435,478 â–² | 4.5% | 2,474,937 | 0.4% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $125,051,018 | $121,404,327 â–² | 3,329.2% | 5,489,508 | 0.4% | ETF |
SDY SPDR S&P Dividend ETF | $120,736,064 | $1,618,738 â–² | 1.4% | 793,377 | 0.4% | ETF |
LAM RESEARCH CORP
| $119,510,285 | $5,191,742 â–² | 4.5% | 274,275 | 0.3% | COM NEW |
VWO Vanguard FTSE Emerging Markets ETF | $118,986,252 | $1,212,422 â–² | 1.0% | 1,993,405 | 0.3% | ETF |
IWD iShares Russell 1000 Value ETF | $116,519,411 | $2,668,913 â–² | 2.3% | 480,631 | 0.3% | ETF |
ACWI iShares MSCI ACWI ETF | $115,114,982 | $65,322,400 â–² | 131.2% | 733,357 | 0.3% | ETF |
KDP Keurig Dr Pepper | $107,565,099 | $37,501,123 â–² | 53.5% | 3,285,892 | 0.3% | Consumer Staples |
DFSV Dimensional US Small Cap Value ETF | $103,452,631 | $3,403,707 â–¼ | -3.2% | 2,666,992 | 0.3% | ETF |
DFLV Dimensional US Large Cap Value ETF | $102,273,129 | $1,306,995 â–² | 1.3% | 2,586,574 | 0.3% | ETF |
V Visa | $101,624,227 | $1,785,360 â–² | 1.8% | 295,647 | 0.3% | Finance |
AMAT Applied Materials | $99,523,163 | $1,784,387 â–¼ | -1.8% | 137,484 | 0.3% | Technology |
BND Vanguard Total Bond Market ETF | $98,185,036 | $1,556,585 â–² | 1.6% | 1,337,489 | 0.3% | ETF |
TSM Taiwan Semiconductor Manufacturing | $96,230,258 | $951,129 â–¼ | -1.0% | 201,439 | 0.3% | Technology |
DFIC Dimensional International Core Equity 2 ETF | $95,780,158 | $1,208,416 â–¼ | -1.2% | 2,570,590 | 0.3% | ETF |
CAPITAL GROUP EQUITY ETF TR
| $95,774,873 | $40,406,050 â–² | 73.0% | 2,904,910 | 0.3% | US SM MI CA ETF |
SLAB Silicon Laboratories | $93,318,454 | $429,907 â–² | 0.5% | 426,970 | 0.3% | Technology |
MA Mastercard | $90,906,286 | $10,668,016 â–² | 13.3% | 176,316 | 0.3% | Finance |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $90,724,843 | $2,893,009 â–¼ | -3.1% | 2,462,672 | 0.3% | ETF |
IWN iShares Russell 2000 Value ETF | $89,923,249 | $1,842,156 â–¼ | -2.0% | 406,524 | 0.3% | ETF |
COST Costco Wholesale | $88,626,078 | $375,757 â–² | 0.4% | 94,580 | 0.3% | Consumer Staples |
XLK Technology Select Sector SPDR Fund | $87,603,560 | $14,357,807 â–² | 19.6% | 459,812 | 0.3% | ETF |
VXUS Vanguard Total International Stock ETF | $85,387,079 | $47,513,200 â–² | 125.5% | 998,798 | 0.2% | ETF |
MRK Merck & Co., Inc. | $77,140,169 | $15,286,705 â–² | 24.7% | 599,421 | 0.2% | Healthcare |
DUHP Dimensional US High Profitability ETF | $77,099,438 | $2,430,187 â–² | 3.3% | 1,847,579 | 0.2% | ETF |
MBB iShares MBS ETF | $76,839,276 | $75,069,011 â–² | 4,240.6% | 812,942 | 0.2% | ETF |
VTC Vanguard Total Corporate Bond ETF | $75,214,871 | $75,214,871 â–² | New Holding | 979,361 | 0.2% | ETF |
ABBV AbbVie | $75,138,284 | $12,732,948 â–² | 20.4% | 298,011 | 0.2% | Healthcare |
DFAS Dimensional U.S. Small Cap ETF | $74,829,046 | $4,464,064 â–² | 6.3% | 908,781 | 0.2% | ETF |
QQQ Invesco QQQ | $73,980,526 | $10,212,540 â–² | 16.0% | 100,461 | 0.2% | ETF |
XOM ExxonMobil | $73,966,043 | $391,308 â–² | 0.5% | 539,471 | 0.2% | Energy |
CAT Caterpillar | $73,069,479 | $3,929,328 â–² | 5.7% | 68,433 | 0.2% | Industrials |
CSCO Cisco Systems | $71,901,743 | $3,835,155 â–² | 5.6% | 611,037 | 0.2% | Technology |
RODM Hartford Multifactor Developed Markets (ex-US) ETF | $71,807,597 | $71,807,597 â–² | New Holding | 1,776,976 | 0.2% | ETF |
MAR Marriott International | $71,068,360 | $3,896,265 â–¼ | -5.2% | 191,649 | 0.2% | Consumer Discretionary |
DFSU Dimensional US Sustainability Core 1 ETF | $70,320,689 | $12,859,573 â–² | 22.4% | 1,508,057 | 0.2% | ETF |
VNQ Vanguard Real Estate ETF | $70,017,723 | $4,475,503 â–² | 6.8% | 726,100 | 0.2% | ETF |
INTC Intel | $68,789,486 | $8,067,840 â–² | 13.3% | 491,418 | 0.2% | Technology |
TJX TJX Companies | $68,522,233 | $2,178,008 â–¼ | -3.1% | 450,930 | 0.2% | Consumer Discretionary |
IWV iShares Russell 3000 ETF | $67,822,049 | $56,385,622 â–² | 493.0% | 159,058 | 0.2% | ETF |
GE GE Aerospace | $66,007,761 | $2,632,098 â–² | 4.2% | 176,173 | 0.2% | Industrials |
WALMART INC
| $63,791,324 | $913,938 â–² | 1.5% | 559,922 | 0.2% | COM |
HD Home Depot | $62,750,191 | $2,150,361 â–² | 3.5% | 177,597 | 0.2% | Consumer Discretionary |
DFUV Dimensional US Marketwide Value ETF | $62,369,696 | $1,439,942 â–¼ | -2.3% | 1,133,788 | 0.2% | ETF |
GE VERNOVA INC
| $59,315,861 | $2,087,500 â–² | 3.6% | 50,351 | 0.2% | COM |
DFCF Dimensional Core Fixed Income ETF | $58,229,020 | $426,912 â–² | 0.7% | 1,379,508 | 0.2% | ETF |
NFLX Netflix | $58,022,895 | $5,889,135 â–¼ | -9.2% | 810,026 | 0.2% | Communication Services |
BAC Bank of America | $57,821,773 | $971,843 â–² | 1.7% | 1,009,724 | 0.2% | Finance |
EFV iShares MSCI EAFE Value ETF | $56,271,234 | $10,285,094 â–¼ | -15.5% | 735,092 | 0.2% | ETF |
IVW iShares S&P 500 Growth ETF | $56,006,799 | $7,458,258 â–² | 15.4% | 407,233 | 0.2% | ETF |
UNH UnitedHealth Group | $54,925,386 | $5,235,984 â–² | 10.5% | 131,429 | 0.2% | Healthcare |
PM Philip Morris International | $53,757,953 | $1,640,846 â–² | 3.1% | 296,532 | 0.2% | Consumer Staples |
GS The Goldman Sachs Group | $52,916,068 | $6,441,683 â–² | 13.9% | 52,204 | 0.2% | Finance |
