VTI Vanguard Total Stock Market ETF | $362,568,635 | $16,264,202 ▼ | -4.3% | 1,192,935 | 4.8% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $317,351,643 | $109,159,790 ▲ | 52.4% | 3,199,109 | 4.2% | Finance |
SCHX Schwab US Large-Cap ETF | $271,063,908 | $118,389,042 ▼ | -30.4% | 11,090,995 | 3.6% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $211,564,634 | $59,520,644 ▼ | -22.0% | 1,566,681 | 2.8% | ETF |
NVDA NVIDIA | $183,269,574 | $179,510,911 ▲ | 4,775.9% | 1,170,222 | 2.4% | Computer and Technology |
AAPL Apple | $164,271,703 | $163,758,905 ▲ | 31,934.4% | 800,859 | 2.2% | Computer and Technology |
MSFT Microsoft | $162,021,815 | $45,656,755 ▼ | -22.0% | 325,731 | 2.2% | Computer and Technology |
VGK Vanguard FTSE Europe ETF | $160,376,739 | $8,052,311 ▼ | -4.8% | 2,086,490 | 2.1% | ETF |
SCHF Schwab International Equity ETF | $144,833,427 | $76,772,435 ▼ | -34.6% | 6,553,549 | 1.9% | ETF |
IVV iShares Core S&P 500 ETF | $136,106,771 | $41,540,043 ▼ | -23.4% | 219,209 | 1.8% | ETF |
VTV Vanguard Value ETF | $126,582,673 | $47,049,452 ▼ | -27.1% | 716,208 | 1.7% | ETF |
VOO Vanguard S&P 500 ETF | $123,888,220 | $33,674,452 ▼ | -21.4% | 218,102 | 1.6% | ETF |
MGK Vanguard Mega Cap Growth ETF | $123,458,185 | $5,053,510 ▼ | -3.9% | 337,161 | 1.6% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $117,351,681 | $32,916,278 ▲ | 39.0% | 1,401,381 | 1.6% | Manufacturing |
QQQ Invesco QQQ | $117,014,598 | $116,462,957 ▲ | 21,112.1% | 212,121 | 1.6% | Finance |
AMZN Amazon.com | $114,941,899 | $24,966,794 ▼ | -17.8% | 523,916 | 1.5% | Retail/Wholesale |
SPY SPDR S&P 500 ETF Trust | $114,856,437 | $111,984,293 ▲ | 3,899.0% | 191,951 | 1.5% | Finance |
AVLV Avantis U.S. Large Cap Value ETF | $105,076,891 | $105,076,891 ▲ | New Holding | 1,540,491 | 1.4% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $98,240,925 | $14,142,449 ▼ | -12.6% | 1,078,386 | 1.3% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $97,307,113 | $1,405,298 ▼ | -1.4% | 1,984,644 | 1.3% | ETF |
BND Vanguard Total Bond Market ETF | $93,844,439 | $8,098,489 ▼ | -7.9% | 1,274,541 | 1.2% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $87,159,329 | $12,245,290 ▼ | -12.3% | 1,127,400 | 1.2% | Manufacturing |
IJS iShares S&P Small-Cap 600 Value ETF | $85,086,514 | $3,057,426 ▼ | -3.5% | 855,227 | 1.1% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $84,950,952 | $36,900,747 ▼ | -30.3% | 464,670 | 1.1% | ETF |
AVGO Broadcom | $75,813,609 | $12,665,555 ▼ | -14.3% | 275,036 | 1.0% | Computer and Technology |
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF | $63,396,765 | $96,293,762 ▼ | -60.3% | 1,373,413 | 0.8% | ETF |
BNDX Vanguard Total International Bond ETF | $60,316,378 | $2,354,249 ▼ | -3.8% | 1,218,267 | 0.8% | ETF |
MUB iShares National Muni Bond ETF | $58,921,518 | $7,673,954 ▼ | -11.5% | 563,950 | 0.8% | ETF |
VPL Vanguard FTSE Pacific ETF | $58,829,783 | $1,755,283 ▼ | -2.9% | 715,865 | 0.8% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $57,978,112 | $25,411,279 ▼ | -30.5% | 2,066,956 | 0.8% | ETF |
IEFA iShares Core MSCI EAFE ETF | $57,007,037 | $13,101,677 ▼ | -18.7% | 682,883 | 0.8% | ETF |
BRK.B Berkshire Hathaway | $56,998,055 | $20,046,352 ▼ | -26.0% | 117,335 | 0.8% | Finance |
WMT Walmart | $56,702,581 | $12,650,335 ▼ | -18.2% | 579,996 | 0.8% | Retail/Wholesale |
META Meta Platforms | $56,420,096 | $16,067,412 ▼ | -22.2% | 76,441 | 0.7% | Computer and Technology |
BSV Vanguard Short-Term Bond ETF | $55,659,395 | $9,885,271 ▼ | -15.1% | 707,235 | 0.7% | ETF |
SCHP Schwab U.S. TIPS ETF | $53,626,498 | $3,759,051 ▼ | -6.6% | 2,009,989 | 0.7% | ETF |
VGLT Vanguard Long-Term Treasury ETF | $52,574,282 | $51,211,127 ▲ | 3,756.8% | 936,819 | 0.7% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $52,215,778 | $29,009,713 ▼ | -35.7% | 1,787,599 | 0.7% | ETF |
LLY Eli Lilly and Company | $50,049,026 | $14,657,527 ▼ | -22.7% | 64,204 | 0.7% | Medical |
GOVT iShares U.S. Treasury Bond ETF | $46,791,539 | $90,725,354 ▼ | -66.0% | 2,036,185 | 0.6% | ETF |
JPM JPMorgan Chase & Co. | $46,653,401 | $13,687,677 ▼ | -22.7% | 161,123 | 0.6% | Finance |
GOOGL Alphabet | $45,833,720 | $10,540,140 ▼ | -18.7% | 260,079 | 0.6% | Computer and Technology |
COST Costco Wholesale | $44,441,849 | $11,344,833 ▼ | -20.3% | 44,893 | 0.6% | Retail/Wholesale |
IEF iShares 7-10 Year Treasury Bond ETF | $42,470,505 | $12,634,636 ▲ | 42.3% | 443,464 | 0.6% | ETF |
HD Home Depot | $41,246,167 | $10,761,591 ▼ | -20.7% | 112,498 | 0.5% | Retail/Wholesale |
GOOG Alphabet | $39,219,067 | $38,509,509 ▲ | 5,427.3% | 221,090 | 0.5% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $37,393,883 | $4,642,537 ▼ | -11.0% | 182,703 | 0.5% | ETF |
PALANTIR TECHNOLOGIES INC CL A
| $37,302,526 | $37,166,206 ▲ | 27,263.9% | 273,639 | 0.5% | Option |
USHY iShares Broad USD High Yield Corporate Bond ETF | $37,147,594 | $1,996,508 ▼ | -5.1% | 990,338 | 0.5% | ETF |
V Visa | $34,644,819 | $15,145,869 ▼ | -30.4% | 97,677 | 0.5% | Business Services |
VNQ Vanguard Real Estate ETF | $32,876,050 | $3,577,005 ▼ | -9.8% | 369,145 | 0.4% | ETF |
XOM Exxon Mobil | $31,435,458 | $14,637,734 ▼ | -31.8% | 291,609 | 0.4% | Energy |
CGBD Carlyle Secured Lending | $30,157,669 | $30,157,669 ▲ | New Holding | 2,204,508 | 0.4% | Finance |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $28,742,235 | $14,994,556 ▼ | -34.3% | 544,773 | 0.4% | Manufacturing |
UBER Uber Technologies | $27,081,844 | $7,447,866 ▼ | -21.6% | 290,266 | 0.4% | Computer and Technology |
PG Procter & Gamble | $26,567,392 | $8,884,989 ▼ | -25.1% | 166,853 | 0.4% | Consumer Staples |
STIP iShares 0-5 Year TIPS Bond ETF | $26,348,389 | $176,800 ▲ | 0.7% | 256,033 | 0.3% | ETF |
RTX RTX | $26,198,956 | $4,527,222 ▼ | -14.7% | 179,518 | 0.3% | Aerospace |
IAGG iShares Core International Aggregate Bond ETF | $25,548,559 | $21,873,402 ▼ | -46.1% | 500,070 | 0.3% | ETF |
NFLX Netflix | $25,530,953 | $24,861,376 ▲ | 3,713.0% | 19,065 | 0.3% | Consumer Discretionary |
DFAE Dimensional Emerging Core Equity Market ETF | $25,468,455 | $1,100,911 ▼ | -4.1% | 879,739 | 0.3% | ETF |
TIP iShares TIPS Bond ETF | $24,384,397 | $467,339 ▲ | 2.0% | 221,596 | 0.3% | ETF |
TSLA Tesla | $24,014,962 | $5,061,566 ▼ | -17.4% | 75,600 | 0.3% | Auto/Tires/Trucks |
ABBV AbbVie | $23,171,057 | $5,673,829 ▼ | -19.7% | 124,831 | 0.3% | Medical |
AVDV Avantis International Small Cap Value ETF | $23,167,128 | $1,073,134 ▼ | -4.4% | 292,219 | 0.3% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $22,232,075 | $8,173,507 ▼ | -26.9% | 233,236 | 0.3% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $22,200,770 | $21,047,651 ▼ | -48.7% | 802,341 | 0.3% | ETF |
AXP American Express | $21,224,184 | $1,745,450 ▼ | -7.6% | 66,538 | 0.3% | Finance |
UNH UnitedHealth Group | $20,944,860 | $8,737,086 ▼ | -29.4% | 67,137 | 0.3% | Medical |
MA Mastercard | $20,682,964 | $13,982,888 ▼ | -40.3% | 36,806 | 0.3% | Business Services |
GE VERNOVA INC COM
| $20,395,080 | $449,779 ▼ | -2.2% | 38,543 | 0.3% | Stock |
CVX Chevron | $20,099,142 | $4,611,718 ▼ | -18.7% | 140,367 | 0.3% | Energy |
AMD Advanced Micro Devices | $19,841,958 | $12,194,707 ▼ | -38.1% | 139,831 | 0.3% | Computer and Technology |
BIV Vanguard Intermediate-Term Bond ETF | $19,281,836 | $4,649,828 ▼ | -19.4% | 249,313 | 0.3% | ETF |
CRM Salesforce | $18,668,515 | $8,002,311 ▼ | -30.0% | 68,461 | 0.2% | Computer and Technology |
IAU iShares Gold Trust | $18,597,196 | $2,623,237 ▲ | 16.4% | 298,223 | 0.2% | Finance |
VUG Vanguard Growth ETF | $18,215,018 | $20,883,988 ▼ | -53.4% | 41,549 | 0.2% | ETF |
TSM Taiwan Semiconductor Manufacturing | $17,631,052 | $557,390 ▲ | 3.3% | 77,845 | 0.2% | Computer and Technology |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $17,583,048 | $2,399,474 ▼ | -12.0% | 323,218 | 0.2% | ETF |
IEUR iShares Core MSCI Europe ETF | $16,930,444 | $645,384 ▼ | -3.7% | 255,747 | 0.2% | ETF |
IJR iShares Core S&P Small-Cap ETF | $16,079,802 | $10,674,658 ▼ | -39.9% | 147,130 | 0.2% | ETF |
ET Energy Transfer | $16,008,392 | $663,812 ▼ | -4.0% | 882,978 | 0.2% | Energy |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $15,887,107 | $5,612,362 ▼ | -26.1% | 196,988 | 0.2% | ETF |
IWF iShares Russell 1000 Growth ETF | $15,721,117 | $1,674,564 ▼ | -9.6% | 37,027 | 0.2% | ETF |
FDVV Fidelity High Dividend ETF | $15,630,661 | $6,541,100 ▼ | -29.5% | 300,474 | 0.2% | ETF |
SFIG WisdomTree Fundamental U.S. Short-Term Corporate Bond Fund | $15,443,376 | $8,634 ▲ | 0.1% | 316,592 | 0.2% | ETF |
AMAT Applied Materials | $15,378,948 | $8,191,085 ▼ | -34.8% | 84,006 | 0.2% | Computer and Technology |
ETN Eaton | $15,372,130 | $6,872,120 ▲ | 80.8% | 43,060 | 0.2% | Industrials |
PANW Palo Alto Networks | $15,046,464 | $9,199,529 ▼ | -37.9% | 73,527 | 0.2% | Computer and Technology |
SUB iShares Short-Term National Muni Bond ETF | $14,253,507 | $3,010,701 ▲ | 26.8% | 134,037 | 0.2% | ETF |
RDVI FT Vest Rising Dividend Achievers Target Income ETF | $13,951,449 | $13,530,390 ▲ | 3,213.4% | 564,607 | 0.2% | ETF |
XLK Technology Select Sector SPDR Fund | $13,851,395 | $5,729,062 ▼ | -29.3% | 54,699 | 0.2% | ETF |
HEFA iShares Currency Hedged MSCI EAFE ETF | $13,691,897 | $4,223,237 ▼ | -23.6% | 360,693 | 0.2% | ETF |
NOW ServiceNow | $13,615,470 | $1,275,808 ▼ | -8.6% | 13,244 | 0.2% | Computer and Technology |
SCHA Schwab US Small-Cap ETF | $13,582,817 | $5,304,274 ▼ | -28.1% | 536,870 | 0.2% | ETF |
BX Blackstone | $13,224,287 | $1,626,841 ▼ | -11.0% | 88,409 | 0.2% | Finance |
JEPI JPMorgan Equity Premium Income ETF | $13,153,244 | $40,059,498 ▼ | -75.3% | 231,368 | 0.2% | ETF |
JNJ Johnson & Johnson | $12,788,130 | $3,561,534 ▼ | -21.8% | 83,719 | 0.2% | Medical |
DFAC Dimensional U.S. Core Equity 2 ETF | $12,685,208 | $7,515,074 ▼ | -37.2% | 353,940 | 0.2% | ETF |
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF | $12,632,366 | $43,162 ▼ | -0.3% | 409,743 | 0.2% | ETF |
