SCHX Schwab US Large-Cap ETF | $351,846,218 | $105,953,354 ▲ | 43.1% | 15,935,064 | 4.1% | ETF |
VTI Vanguard Total Stock Market ETF | $342,573,899 | $2,313,604 ▼ | -0.7% | 1,246,448 | 4.0% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $244,928,299 | $55,102,291 ▲ | 29.0% | 2,007,444 | 2.9% | ETF |
AAPL Apple | $229,261,656 | $48,151,332 ▲ | 26.6% | 1,032,106 | 2.7% | Computer and Technology |
AGG iShares Core U.S. Aggregate Bond ETF | $207,604,149 | $58,538,568 ▲ | 39.3% | 2,098,708 | 2.4% | Finance |
SCHF Schwab International Equity ETF | $198,342,271 | $87,152,699 ▲ | 78.4% | 10,027,415 | 2.3% | ETF |
VTV Vanguard Value ETF | $169,702,414 | $44,416,476 ▲ | 35.5% | 982,415 | 2.0% | ETF |
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF | $161,108,892 | $47,091,591 ▲ | 41.3% | 3,459,499 | 1.9% | ETF |
IVV iShares Core S&P 500 ETF | $160,766,338 | $46,611,292 ▲ | 40.8% | 286,112 | 1.9% | ETF |
MSFT Microsoft | $156,732,702 | $29,688,444 ▲ | 23.4% | 417,520 | 1.8% | Computer and Technology |
VGK Vanguard FTSE Europe ETF | $153,847,647 | $97,200,469 ▲ | 171.6% | 2,191,250 | 1.8% | ETF |
NVDA NVIDIA | $153,686,727 | $151,735,887 ▲ | 7,778.0% | 1,418,036 | 1.8% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $142,550,751 | $22,469,659 ▲ | 18.7% | 277,385 | 1.7% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $137,546,784 | $4,858,546 ▼ | -3.4% | 5,984,198 | 1.6% | ETF |
QQQ Invesco QQQ | $131,275,624 | $130,806,704 ▲ | 27,895.3% | 279,953 | 1.5% | Finance |
SPY SPDR S&P 500 ETF Trust | $128,603,906 | $125,862,892 ▲ | 4,591.8% | 229,900 | 1.5% | Finance |
AMZN Amazon.com | $121,332,011 | $19,175,350 ▲ | 18.8% | 637,717 | 1.4% | Retail/Wholesale |
QUAL iShares MSCI USA Quality Factor ETF | $113,900,313 | $32,602,587 ▲ | 40.1% | 666,512 | 1.3% | ETF |
MGK Vanguard Mega Cap Growth ETF | $110,105,861 | $9,221,345 ▲ | 9.1% | 350,962 | 1.3% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $107,535,262 | $24,153,411 ▲ | 29.0% | 1,233,627 | 1.3% | ETF |
BND Vanguard Total Bond Market ETF | $101,693,710 | $4,673,035 ▲ | 4.8% | 1,384,530 | 1.2% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $99,900,258 | $1,890,572 ▲ | 1.9% | 2,013,306 | 1.2% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $89,761,163 | $11,586,020 ▲ | 14.8% | 1,285,792 | 1.0% | Manufacturing |
IJS iShares S&P Small-Cap 600 Value ETF | $86,363,166 | $328,215 ▼ | -0.4% | 885,958 | 1.0% | ETF |
BRK.B Berkshire Hathaway | $84,468,114 | $19,893,961 ▲ | 30.8% | 158,602 | 1.0% | Finance |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $80,523,144 | $24,291,731 ▲ | 43.2% | 1,008,304 | 0.9% | Manufacturing |
SCHM Schwab U.S. Mid-Cap ETF | $77,889,557 | $23,111,202 ▲ | 42.2% | 2,972,884 | 0.9% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $69,629,789 | $21,909,477 ▲ | 45.9% | 2,780,742 | 0.8% | ETF |
LLY Eli Lilly and Company | $68,555,923 | $18,264,070 ▲ | 36.3% | 83,007 | 0.8% | Medical |
MUB iShares National Muni Bond ETF | $67,207,305 | $4,204,523 ▲ | 6.7% | 637,399 | 0.8% | ETF |
BSV Vanguard Short-Term Bond ETF | $65,194,872 | $6,631,647 ▲ | 11.3% | 832,842 | 0.8% | ETF |
IEFA iShares Core MSCI EAFE ETF | $63,532,916 | $15,952,089 ▲ | 33.5% | 839,827 | 0.7% | ETF |
WMT Walmart | $62,277,626 | $13,109,157 ▲ | 26.7% | 709,393 | 0.7% | Retail/Wholesale |
BNDX Vanguard Total International Bond ETF | $61,797,253 | $1,289,971 ▲ | 2.1% | 1,265,818 | 0.7% | ETF |
SCHP Schwab U.S. TIPS ETF | $57,837,236 | $3,504,197 ▲ | 6.4% | 2,150,883 | 0.7% | ETF |
META Meta Platforms | $56,604,169 | $13,457,971 ▲ | 31.2% | 98,210 | 0.7% | Computer and Technology |
AVGO Broadcom | $53,742,398 | $8,502,605 ▲ | 18.8% | 320,984 | 0.6% | Computer and Technology |
JEPI JPMorgan Equity Premium Income ETF | $53,484,292 | $24,394,035 ▲ | 83.9% | 936,022 | 0.6% | ETF |
VPL Vanguard FTSE Pacific ETF | $53,419,272 | $546,783 ▼ | -1.0% | 737,224 | 0.6% | ETF |
COST Costco Wholesale | $53,297,657 | $9,193,002 ▲ | 20.8% | 56,353 | 0.6% | Retail/Wholesale |
HD Home Depot | $51,986,749 | $11,236,981 ▲ | 27.6% | 141,850 | 0.6% | Retail/Wholesale |
JPM JPMorgan Chase & Co. | $51,119,326 | $10,200,562 ▲ | 24.9% | 208,395 | 0.6% | Finance |
XOM Exxon Mobil | $50,830,033 | $12,170,094 ▲ | 31.5% | 427,395 | 0.6% | Energy |
UNH UnitedHealth Group | $49,831,194 | $15,038,972 ▲ | 43.2% | 95,143 | 0.6% | Medical |
GOOGL Alphabet | $49,467,469 | $8,458,961 ▲ | 20.6% | 319,888 | 0.6% | Computer and Technology |
V Visa | $49,197,373 | $12,168,709 ▲ | 32.9% | 140,379 | 0.6% | Business Services |
IAGG iShares Core International Aggregate Bond ETF | $46,400,992 | $8,723,310 ▲ | 23.2% | 928,205 | 0.5% | ETF |
GOOG Alphabet | $46,041,497 | $12,695,107 ▲ | 38.1% | 294,703 | 0.5% | Computer and Technology |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $43,413,492 | $30,158,430 ▲ | 227.5% | 828,976 | 0.5% | Manufacturing |
SCHV Schwab U.S. Large-Cap Value ETF | $41,544,747 | $17,338,318 ▲ | 71.6% | 1,563,008 | 0.5% | ETF |
VIG Vanguard Dividend Appreciation ETF | $39,842,854 | $3,739,547 ▲ | 10.4% | 205,386 | 0.5% | ETF |
USHY iShares Broad USD High Yield Corporate Bond ETF | $38,413,605 | $1,351,664 ▲ | 3.6% | 1,043,564 | 0.4% | ETF |
PG Procter & Gamble | $37,944,694 | $11,323,557 ▲ | 42.5% | 222,654 | 0.4% | Consumer Staples |
VNQ Vanguard Real Estate ETF | $37,058,799 | $1,992,331 ▲ | 5.7% | 409,309 | 0.4% | ETF |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $34,204,011 | $23,682,734 ▲ | 225.1% | 651,257 | 0.4% | Manufacturing |
MA Mastercard | $33,812,923 | $15,065,603 ▲ | 80.4% | 61,689 | 0.4% | Business Services |
VUG Vanguard Growth ETF | $33,072,101 | $16,292,050 ▲ | 97.1% | 89,186 | 0.4% | ETF |
ABBV AbbVie | $32,559,035 | $5,987,671 ▲ | 22.5% | 155,398 | 0.4% | Medical |
IEF iShares 7-10 Year Treasury Bond ETF | $29,711,313 | $22,671,665 ▲ | 322.1% | 311,537 | 0.3% | ETF |
CVX Chevron | $28,869,881 | $4,447,234 ▲ | 18.2% | 172,574 | 0.3% | Energy |
PALANTIR TECHNOLOGIES INC CL A
| $28,205,665 | $1,195,105 ▲ | 4.4% | 334,190 | 0.3% | Stock |
RTX RTX | $27,888,044 | $2,831,072 ▲ | 11.3% | 210,539 | 0.3% | Aerospace |
UBER Uber Technologies | $26,964,953 | $14,921,570 ▲ | 123.9% | 370,093 | 0.3% | Computer and Technology |
STIP iShares 0-5 Year TIPS Bond ETF | $26,313,946 | $5,924,169 ▲ | 29.1% | 254,315 | 0.3% | ETF |
CRM Salesforce | $26,247,402 | $10,001,208 ▲ | 61.6% | 97,807 | 0.3% | Computer and Technology |
SPYG SPDR Portfolio S&P 500 Growth ETF | $25,636,711 | $8,178,923 ▲ | 46.8% | 318,984 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $25,599,014 | $8,855,080 ▲ | 52.9% | 244,803 | 0.3% | ETF |
AMLP Alerian MLP ETF | $24,490,814 | $5,174,889 ▲ | 26.8% | 471,521 | 0.3% | ETF |
TIP iShares TIPS Bond ETF | $24,145,270 | $8,796,317 ▲ | 57.3% | 217,349 | 0.3% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $23,760,979 | $83,133 ▲ | 0.4% | 917,767 | 0.3% | ETF |
TSLA Tesla | $23,721,831 | $4,991,915 ▲ | 26.7% | 91,534 | 0.3% | Auto/Tires/Trucks |
BIV Vanguard Intermediate-Term Bond ETF | $23,693,422 | $2,820,837 ▲ | 13.5% | 309,435 | 0.3% | ETF |
AMD Advanced Micro Devices | $23,195,600 | $4,842,031 ▲ | 26.4% | 225,770 | 0.3% | Computer and Technology |
AVDV Avantis International Small Cap Value ETF | $21,323,337 | $61,301 ▼ | -0.3% | 305,755 | 0.2% | ETF |
FDVV Fidelity High Dividend ETF | $21,140,328 | $20,473,158 ▲ | 3,068.7% | 426,216 | 0.2% | ETF |
UNP Union Pacific | $21,089,258 | $16,962,359 ▲ | 411.0% | 89,270 | 0.2% | Transportation |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $21,030,292 | $5,091,095 ▲ | 31.9% | 266,577 | 0.2% | ETF |
LMT Lockheed Martin | $20,845,181 | $20,443,144 ▲ | 5,084.9% | 46,664 | 0.2% | Aerospace |
NFLX Netflix | $20,565,390 | $18,700,302 ▲ | 1,002.7% | 22,053 | 0.2% | Consumer Discretionary |
MRK Merck & Co., Inc. | $20,358,403 | $4,108,410 ▲ | 25.3% | 226,809 | 0.2% | Medical |
PANW Palo Alto Networks | $20,217,718 | $14,029,815 ▲ | 226.7% | 118,482 | 0.2% | Computer and Technology |
DFUV Dimensional US Marketwide Value ETF | $19,712,170 | $19,712,170 ▲ | New Holding | 478,335 | 0.2% | ETF |
AXP American Express | $19,374,404 | $3,941,606 ▲ | 25.5% | 72,010 | 0.2% | Finance |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $19,020,146 | $653,723 ▲ | 3.6% | 367,326 | 0.2% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $18,810,294 | $8,570,190 ▲ | 83.7% | 682,274 | 0.2% | ETF |
SHV iShares Short Treasury Bond ETF | $18,750,951 | $18,353,957 ▲ | 4,623.2% | 169,753 | 0.2% | ETF |
AMAT Applied Materials | $18,684,028 | $6,201,694 ▲ | 49.7% | 128,749 | 0.2% | Computer and Technology |
PEP PepsiCo | $18,644,362 | $1,516,799 ▲ | 8.9% | 124,345 | 0.2% | Consumer Staples |
DFAC Dimensional U.S. Core Equity 2 ETF | $18,593,954 | $5,181,442 ▲ | 38.6% | 563,624 | 0.2% | ETF |
JNJ Johnson & Johnson | $17,750,612 | $5,030,570 ▼ | -22.1% | 107,035 | 0.2% | Medical |
AGGH Simplify Aggregate Bond PLUS Credit Hedge ETF | $17,553,146 | $17,553,146 ▲ | New Holding | 829,936 | 0.2% | ETF |
NOBL ProShares S&P 500 Aristocrats ETF | $17,515,580 | $767,984 ▲ | 4.6% | 171,419 | 0.2% | ETF |
SCHA Schwab US Small-Cap ETF | $17,491,089 | $4,631,317 ▲ | 36.0% | 746,525 | 0.2% | ETF |
HEFA iShares Currency Hedged MSCI EAFE ETF | $17,126,984 | $5,688,890 ▼ | -24.9% | 471,948 | 0.2% | ETF |
ET Energy Transfer | $17,095,210 | $1,017,691 ▲ | 6.3% | 919,592 | 0.2% | Energy |
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF | $16,730,252 | $2,207,402 ▲ | 15.2% | 351,476 | 0.2% | Finance |
FIDELITY COVINGTON TRUST ENHANCED SMALL
| $16,640,405 | $16,640,405 ▲ | New Holding | 564,464 | 0.2% | ETF |
TMO Thermo Fisher Scientific | $16,223,638 | $12,297,104 ▲ | 313.2% | 32,604 | 0.2% | Medical |
IEUR iShares Core MSCI Europe ETF | $15,969,606 | $6,890,252 ▲ | 75.9% | 265,496 | 0.2% | ETF |
XLK Technology Select Sector SPDR Fund | $15,965,593 | $4,595,815 ▲ | 40.4% | 77,323 | 0.2% | ETF |
