NVDA NVIDIA | $271,200,032 | $4,689,424 ▼ | -1.7% | 1,719,180 | 6.3% | Computer and Technology |
AAPL Apple | $224,958,090 | $6,683,004 ▼ | -2.9% | 1,096,447 | 5.3% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $114,004,961 | $3,732,860 ▼ | -3.2% | 183,612 | 2.7% | ETF |
QQQ Invesco QQQ | $100,074,285 | $2,940,246 ▲ | 3.0% | 181,412 | 2.3% | Finance |
AMZN Amazon.com | $97,674,305 | $4,618,436 ▲ | 5.0% | 454,720 | 2.3% | Retail/Wholesale |
MSFT Microsoft | $79,312,565 | $8,160,015 ▼ | -9.3% | 159,451 | 1.9% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $58,318,856 | $6,435,188 ▼ | -9.9% | 102,669 | 1.4% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $56,653,193 | $688,522 ▼ | -1.2% | 1,580,725 | 1.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $56,424,998 | $6,100,634 ▼ | -9.8% | 91,325 | 1.3% | Finance |
META Meta Platforms | $51,383,090 | $804,521 ▼ | -1.5% | 69,616 | 1.2% | Computer and Technology |
GOOG Alphabet | $48,604,058 | $301,208 ▼ | -0.6% | 273,996 | 1.1% | Computer and Technology |
BBUS JPMorgan BetaBuilders U.S. Equity ETF | $45,048,995 | $229,324 ▲ | 0.5% | 402,511 | 1.1% | ETF |
V Visa | $44,514,286 | $117,876 ▼ | -0.3% | 125,375 | 1.0% | Business Services |
AVGO Broadcom | $42,365,845 | $396,107 ▲ | 0.9% | 153,695 | 1.0% | Computer and Technology |
HD Home Depot | $39,165,206 | $617,422 ▲ | 1.6% | 106,822 | 0.9% | Retail/Wholesale |
GOOGL Alphabet | $35,956,301 | $278,347 ▲ | 0.8% | 217,277 | 0.8% | Computer and Technology |
JPM JPMorgan Chase & Co. | $35,830,160 | $544,449 ▼ | -1.5% | 123,591 | 0.8% | Finance |
VTI Vanguard Total Stock Market ETF | $35,764,770 | $541,301 ▲ | 1.5% | 117,674 | 0.8% | ETF |
OXY Occidental Petroleum | $33,998,230 | $72,425 ▼ | -0.2% | 809,289 | 0.8% | Energy |
VUG Vanguard Growth ETF | $32,838,925 | $2,303,801 ▼ | -6.6% | 74,906 | 0.8% | ETF |
BBIN JPMorgan BetaBuilders International Equity ETF | $30,044,498 | $1,152,022 ▲ | 4.0% | 445,104 | 0.7% | ETF |
SCHX Schwab US Large-Cap ETF | $29,590,673 | $3,562,227 ▲ | 13.7% | 1,210,748 | 0.7% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $29,178,852 | $2,625,027 ▲ | 9.9% | 294,142 | 0.7% | Finance |
DFAI Dimensional International Core Equity Market ETF | $28,917,690 | $2,204,528 ▲ | 8.3% | 836,497 | 0.7% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $28,497,708 | $1,098,196 ▼ | -3.7% | 155,879 | 0.7% | ETF |
LLY Eli Lilly and Company | $28,367,953 | $122,387 ▼ | -0.4% | 36,391 | 0.7% | Medical |
SGOV iShares 0-3 Month Treasury Bond ETF | $28,192,775 | $4,073,109 ▲ | 16.9% | 279,996 | 0.7% | ETF |
MCO Moody's | $27,777,892 | $58,184 ▲ | 0.2% | 55,380 | 0.6% | Finance |
BRK.B Berkshire Hathaway | $27,363,228 | $692,217 ▲ | 2.6% | 56,330 | 0.6% | Finance |
IUSB iShares Core Total USD Bond Market ETF | $26,993,157 | $3,518,706 ▼ | -11.5% | 583,888 | 0.6% | Manufacturing |
TSLA Tesla | $26,878,842 | $2,624,834 ▲ | 10.8% | 90,462 | 0.6% | Auto/Tires/Trucks |
MA Mastercard | $24,150,934 | $664,210 ▲ | 2.8% | 42,978 | 0.6% | Business Services |
SCHG Schwab U.S. Large-Cap Growth ETF | $23,289,337 | $880,097 ▲ | 3.9% | 797,307 | 0.5% | ETF |
IVE iShares S&P 500 Value ETF | $23,166,070 | $3,111,087 ▲ | 15.5% | 118,545 | 0.5% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $21,848,031 | $413,145 ▲ | 1.9% | 754,682 | 0.5% | ETF |
COST Costco Wholesale | $21,781,408 | $288,069 ▲ | 1.3% | 22,003 | 0.5% | Retail/Wholesale |
IJR iShares Core S&P Small-Cap ETF | $21,088,390 | $246,012 ▲ | 1.2% | 192,958 | 0.5% | ETF |
IAU iShares Gold Trust | $20,669,465 | $554,256 ▼ | -2.6% | 331,454 | 0.5% | Finance |
MUB iShares National Muni Bond ETF | $20,471,422 | $2,946,445 ▼ | -12.6% | 195,936 | 0.5% | ETF |
NFLX Netflix | $20,442,615 | $4,017,283 ▲ | 24.5% | 15,266 | 0.5% | Consumer Discretionary |
IWB iShares Russell 1000 ETF | $20,431,090 | $1,570,499 ▲ | 8.3% | 60,168 | 0.5% | ETF |
FBND Fidelity Total Bond ETF | $20,343,230 | $1,071,190 ▲ | 5.6% | 444,661 | 0.5% | ETF |
EFV iShares MSCI EAFE Value ETF | $20,255,896 | $6,486,005 ▲ | 47.1% | 319,091 | 0.5% | ETF |
ABBV AbbVie | $19,898,991 | $182,464 ▲ | 0.9% | 107,203 | 0.5% | Medical |
IYW iShares U.S. Technology ETF | $19,795,481 | $125,795 ▲ | 0.6% | 114,246 | 0.5% | Manufacturing |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $19,506,706 | $667,734 ▼ | -3.3% | 358,184 | 0.5% | ETF |
VGT Vanguard Information Technology ETF | $18,747,160 | $3,964,470 ▲ | 26.8% | 28,264 | 0.4% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $18,744,668 | $1,627,652 ▼ | -8.0% | 302,236 | 0.4% | ETF |
AXP American Express | $18,692,057 | $320,577 ▲ | 1.7% | 58,599 | 0.4% | Finance |
GLD SPDR Gold Shares | $17,454,489 | $655,991 ▼ | -3.6% | 57,260 | 0.4% | Finance |
DFAU Dimensional US Core Equity Market ETF | $17,353,317 | $479,346 ▲ | 2.8% | 409,663 | 0.4% | ETF |
IEFA iShares Core MSCI EAFE ETF | $17,006,335 | $858,677 ▲ | 5.3% | 203,717 | 0.4% | ETF |
MCD McDonald's | $16,728,725 | $1,052,101 ▼ | -5.9% | 57,257 | 0.4% | Retail/Wholesale |
VEA Vanguard FTSE Developed Markets ETF | $16,274,085 | $318,515 ▲ | 2.0% | 285,460 | 0.4% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $16,050,719 | $118,843 ▼ | -0.7% | 580,077 | 0.4% | ETF |
PALANTIR TECHNOLOGIES INC
| $16,014,114 | $1,347,776 ▲ | 9.2% | 123,322 | 0.4% | CL A |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $15,108,248 | $3,256,943 ▲ | 27.5% | 300,542 | 0.4% | Manufacturing |
IEMG iShares Core MSCI Emerging Markets ETF | $14,830,092 | $1,195,976 ▲ | 8.8% | 247,045 | 0.3% | ETF |
XLV Health Care Select Sector SPDR Fund | $14,760,190 | $108,641 ▼ | -0.7% | 109,505 | 0.3% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $14,377,598 | $86,359 ▼ | -0.6% | 625,657 | 0.3% | ETF |
SCHW Charles Schwab | $14,041,194 | $324,541 ▼ | -2.3% | 153,893 | 0.3% | Finance |
AVDV Avantis International Small Cap Value ETF | $13,447,172 | $212,154 ▲ | 1.6% | 169,616 | 0.3% | ETF |
WMT Walmart | $13,446,597 | $108,927 ▼ | -0.8% | 137,519 | 0.3% | Retail/Wholesale |
VIG Vanguard Dividend Appreciation ETF | $13,377,996 | $155,958 ▲ | 1.2% | 65,364 | 0.3% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $13,135,822 | $577,025 ▼ | -4.2% | 72,278 | 0.3% | ETF |
EFG iShares MSCI EAFE Growth ETF | $12,785,994 | $278,095 ▲ | 2.2% | 114,161 | 0.3% | ETF |
CME CME Group | $12,743,338 | $1,063,346 ▲ | 9.1% | 46,235 | 0.3% | Finance |
BND Vanguard Total Bond Market ETF | $12,597,592 | $1,950,903 ▲ | 18.3% | 171,093 | 0.3% | ETF |
EFA iShares MSCI EAFE ETF | $12,567,816 | $248,237 ▲ | 2.0% | 140,595 | 0.3% | Finance |
IWM iShares Russell 2000 ETF | $12,512,712 | $1,877,576 ▼ | -13.0% | 57,986 | 0.3% | Finance |
XOM Exxon Mobil | $12,483,847 | $1,526,241 ▼ | -10.9% | 115,805 | 0.3% | Energy |
DFSV Dimensional US Small Cap Value ETF | $12,477,264 | $1,053,006 ▲ | 9.2% | 423,964 | 0.3% | ETF |
SPTL SPDR Portfolio Long Term Treasury ETF | $12,411,491 | $2,652,979 ▲ | 27.2% | 466,948 | 0.3% | ETF |
BAC Bank of America | $12,365,808 | $278,904 ▲ | 2.3% | 261,323 | 0.3% | Finance |
CRM Salesforce | $12,285,835 | $727,813 ▼ | -5.6% | 45,054 | 0.3% | Computer and Technology |
SCHF Schwab International Equity ETF | $12,257,797 | $128,777 ▼ | -1.0% | 554,651 | 0.3% | ETF |
VTV Vanguard Value ETF | $12,147,004 | $1,622,299 ▲ | 15.4% | 68,728 | 0.3% | ETF |
IVW iShares S&P 500 Growth ETF | $11,565,287 | $75,309 ▲ | 0.7% | 105,043 | 0.3% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $11,308,231 | $744,129 ▲ | 7.0% | 244,027 | 0.3% | ETF |
TMO Thermo Fisher Scientific | $11,242,629 | $677,526 ▼ | -5.7% | 27,728 | 0.3% | Medical |
AVLV Avantis U.S. Large Cap Value ETF | $11,242,214 | $118,958 ▼ | -1.0% | 164,818 | 0.3% | ETF |
JNJ Johnson & Johnson | $10,932,952 | $2,220,837 ▼ | -16.9% | 71,574 | 0.3% | Medical |
MBB iShares MBS ETF | $10,900,036 | $303,546 ▲ | 2.9% | 116,094 | 0.3% | ETF |
PPA Invesco Aerospace & Defense ETF | $10,806,478 | $99,184 ▼ | -0.9% | 76,268 | 0.3% | ETF |
PG Procter & Gamble | $10,793,823 | $114,233 ▲ | 1.1% | 67,749 | 0.3% | Consumer Staples |
WFC Wells Fargo & Company | $10,774,450 | $962,160 ▼ | -8.2% | 134,479 | 0.3% | Finance |
VTEB Vanguard Tax-Exempt Bond ETF | $10,597,584 | $1,813,864 ▼ | -14.6% | 216,145 | 0.2% | ETF |
VB Vanguard Small-Cap ETF | $10,472,472 | $145,507 ▲ | 1.4% | 44,191 | 0.2% | ETF |
CSCO Cisco Systems | $10,399,153 | $296,738 ▼ | -2.8% | 149,887 | 0.2% | Computer and Technology |
DIS Walt Disney | $10,168,387 | $119,297 ▼ | -1.2% | 81,997 | 0.2% | Consumer Discretionary |
JQUA JPMorgan U.S. Quality Factor ETF | $10,147,633 | $125,325 ▼ | -1.2% | 168,986 | 0.2% | ETF |
OEF iShares S&P 100 ETF | $10,131,865 | $3,136,039 ▲ | 44.8% | 33,290 | 0.2% | ETF |
TRV Travelers Companies | $9,928,918 | $401,309 ▲ | 4.2% | 37,112 | 0.2% | Finance |
BNDX Vanguard Total International Bond ETF | $9,918,773 | $6,754,642 ▲ | 213.5% | 200,339 | 0.2% | ETF |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $9,884,564 | $233,049 ▲ | 2.4% | 392,712 | 0.2% | Manufacturing |
IWR iShares Russell Mid-Cap ETF | $9,759,846 | $62,907 ▲ | 0.6% | 106,120 | 0.2% | ETF |
RTX RTX | $9,757,300 | $47,018 ▲ | 0.5% | 66,822 | 0.2% | Aerospace |
ABT Abbott Laboratories | $9,682,992 | $19,722 ▲ | 0.2% | 71,193 | 0.2% | Medical |
SPMO Invesco S&P 500 Momentum ETF | $9,353,893 | $1,345,702 ▲ | 16.8% | 83,168 | 0.2% | ETF |
BX Blackstone | $9,346,414 | $291,533 ▲ | 3.2% | 62,484 | 0.2% | Finance |
