ISTB iShares Core 1-5 Year USD Bond ETF | $41,622,904 | $1,024,034 ▲ | 2.5% | 855,558 | 12.0% | Manufacturing |
EFA iShares MSCI EAFE ETF | $22,054,482 | $275,053 ▲ | 1.3% | 246,722 | 6.4% | Finance |
VUG Vanguard Growth ETF | $20,509,903 | $564,215 ▲ | 2.8% | 46,784 | 5.9% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $16,507,949 | $956,728 ▼ | -5.5% | 562,068 | 4.8% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $14,973,649 | $262,660 ▲ | 1.8% | 297,865 | 4.3% | Manufacturing |
AVDV Avantis International Small Cap Value ETF | $14,447,715 | $370,078 ▲ | 2.6% | 182,237 | 4.2% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $12,626,428 | $242,802 ▲ | 2.0% | 239,318 | 3.6% | Manufacturing |
IVE iShares S&P 500 Value ETF | $11,448,700 | $263,622 ▼ | -2.3% | 58,585 | 3.3% | ETF |
GNMA iShares GNMA Bond ETF | $11,042,897 | $350,853 ▲ | 3.3% | 251,260 | 3.2% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $9,448,208 | $433,034 ▲ | 4.8% | 137,850 | 2.7% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $9,198,594 | $225,806 ▲ | 2.5% | 32,345 | 2.7% | ETF |
VBR Vanguard Small-Cap Value ETF | $8,930,136 | $357,455 ▼ | -3.8% | 45,793 | 2.6% | ETF |
VOE Vanguard Mid-Cap Value ETF | $8,502,785 | $233,534 ▼ | -2.7% | 51,701 | 2.5% | ETF |
AMERICAN CENTY ETF TR
| $7,887,145 | $1,326,388 ▲ | 20.2% | 111,024 | 2.3% | AVANTIS US LARG |
AMERICAN CENTY ETF TR
| $7,150,807 | $1,220,775 ▲ | 20.6% | 109,373 | 2.1% | AVANTIS US MID C |
CBRE CBRE Group | $6,103,907 | $343,995 ▲ | 6.0% | 43,562 | 1.8% | Finance |
AVUV Avantis U.S. Small Cap Value ETF | $6,014,969 | $940,881 ▲ | 18.5% | 66,026 | 1.7% | ETF |
BSV Vanguard Short-Term Bond ETF | $5,361,752 | $188,801 ▼ | -3.4% | 68,129 | 1.5% | ETF |
VBK Vanguard Small-Cap Growth ETF | $5,217,923 | $160,351 ▲ | 3.2% | 18,841 | 1.5% | ETF |
IVLU iShares MSCI Intl Value Factor ETF | $4,816,895 | $167,245 ▼ | -3.4% | 146,455 | 1.4% | ETF |
AVUS Avantis U.S. Equity ETF | $4,583,333 | $376,458 ▲ | 8.9% | 45,461 | 1.3% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $4,565,022 | $684,692 ▲ | 17.6% | 66,926 | 1.3% | ETF |
VTV Vanguard Value ETF | $3,898,354 | $30,223 ▼ | -0.8% | 22,057 | 1.1% | ETF |
USRT iShares Core U.S. REIT ETF | $3,819,936 | $66,741 ▲ | 1.8% | 67,538 | 1.1% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $3,407,600 | $54,978 ▲ | 1.6% | 32,044 | 1.0% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $3,327,236 | $23,332 ▼ | -0.7% | 92,836 | 1.0% | ETF |
AVIV Avantis International Large Cap Value ETF | $3,214,836 | $346,527 ▲ | 12.1% | 51,656 | 0.9% | ETF |
IWN iShares Russell 2000 Value ETF | $3,126,014 | $32,972 ▲ | 1.1% | 19,815 | 0.9% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $2,888,843 | $61,604 ▼ | -2.1% | 29,121 | 0.8% | Finance |
IJJ iShares S&P Mid-Cap 400 Value ETF | $2,881,762 | $4,572 ▼ | -0.2% | 23,319 | 0.8% | ETF |
IVW iShares S&P 500 Growth ETF | $2,824,505 | $36,883 ▼ | -1.3% | 25,654 | 0.8% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,799,929 | $85,876 ▼ | -3.0% | 4,532 | 0.8% | Finance |
SCZ iShares MSCI EAFE Small-Cap ETF | $2,427,657 | $96,301 ▼ | -3.8% | 33,402 | 0.7% | ETF |
MUB iShares National Muni Bond ETF | $2,400,777 | $526,169 ▼ | -18.0% | 22,978 | 0.7% | ETF |
BND Vanguard Total Bond Market ETF | $2,325,235 | $169,275 ▼ | -6.8% | 31,580 | 0.7% | ETF |
AAPL Apple | $2,123,304 | | 0.0% | 10,349 | 0.6% | Computer and Technology |
VNQI Vanguard Global ex-U.S. Real Estate ETF | $1,980,712 | $37,289 ▲ | 1.9% | 42,919 | 0.6% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $1,960,891 | $110,457 ▲ | 6.0% | 38,381 | 0.6% | ETF |
BRK.B Berkshire Hathaway | $1,941,137 | | 0.0% | 3,996 | 0.6% | Finance |
AVDE Avantis International Equity ETF | $1,801,186 | $95,917 ▲ | 5.6% | 24,337 | 0.5% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $1,762,002 | $2,566 ▼ | -0.1% | 13,048 | 0.5% | ETF |
IWD iShares Russell 1000 Value ETF | $1,731,365 | $8,935 ▼ | -0.5% | 8,914 | 0.5% | ETF |
DISV Dimensional International Small Cap Value ETF | $1,630,460 | $92,905 ▼ | -5.4% | 49,543 | 0.5% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $1,624,331 | $39,415 ▼ | -2.4% | 15,784 | 0.5% | ETF |
EEM iShares MSCI Emerging Markets ETF | $1,451,192 | $17,704 ▼ | -1.2% | 30,083 | 0.4% | Finance |
O Realty Income | $1,397,964 | $230,440 ▲ | 19.7% | 24,266 | 0.4% | Finance |
VEA Vanguard FTSE Developed Markets ETF | $1,381,808 | $72,118 ▼ | -5.0% | 24,238 | 0.4% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $1,346,436 | $507,763 ▲ | 60.5% | 27,461 | 0.4% | ETF |
TIP iShares TIPS Bond ETF | $1,228,295 | $16,947 ▼ | -1.4% | 11,162 | 0.4% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $1,149,920 | $171,380 ▼ | -13.0% | 11,420 | 0.3% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $1,141,262 | $4,310 ▼ | -0.4% | 24,628 | 0.3% | ETF |
SHM SPDR Nuveen ICE Short Term Municipal Bond ETF | $1,065,822 | | 0.0% | 22,284 | 0.3% | Finance |
VTI Vanguard Total Stock Market ETF | $1,011,591 | $69,608 ▼ | -6.4% | 3,328 | 0.3% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $1,003,624 | $1,430 ▼ | -0.1% | 10,529 | 0.3% | ETF |
IWF iShares Russell 1000 Growth ETF | $976,892 | | 0.0% | 2,301 | 0.3% | ETF |
DFIV Dimensional International Value ETF | $969,800 | $31,137 ▼ | -3.1% | 22,643 | 0.3% | ETF |
IWO iShares Russell 2000 Growth ETF | $925,943 | $2,287 ▼ | -0.2% | 3,239 | 0.3% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $915,432 | | 0.0% | 1,616 | 0.3% | ETF |
FIDELITY WISE ORIGIN BITCOIN
| $874,100 | $601,531 ▲ | 220.7% | 9,300 | 0.3% | SHS |
IWV iShares Russell 3000 ETF | $872,235 | | 0.0% | 2,485 | 0.3% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $856,215 | $5,168 ▼ | -0.6% | 10,770 | 0.2% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $813,982 | | 0.0% | 6,160 | 0.2% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $794,941 | $26,907 ▼ | -3.3% | 16,072 | 0.2% | ETF |
TYL Tyler Technologies | $790,849 | | 0.0% | 1,334 | 0.2% | Computer and Technology |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $785,718 | $12,609 ▲ | 1.6% | 30,909 | 0.2% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $745,192 | $745,192 ▲ | New Holding | 8,987 | 0.2% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $638,589 | $2,184 ▲ | 0.3% | 7,019 | 0.2% | ETF |
IVV iShares Core S&P 500 ETF | $594,822 | $317,901 ▼ | -34.8% | 958 | 0.2% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $576,257 | $20,757 ▼ | -3.5% | 12,465 | 0.2% | Manufacturing |
COMT iShares GSCI Commodity Dynamic Roll Strategy ETF | $570,894 | $3,180 ▲ | 0.6% | 22,085 | 0.2% | Manufacturing |
VXUS Vanguard Total International Stock ETF | $567,128 | $25,631 ▼ | -4.3% | 8,209 | 0.2% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $552,461 | | 0.0% | 8,908 | 0.2% | ETF |
NWL Newell Brands | $536,501 | $104,981 ▲ | 24.3% | 99,352 | 0.2% | Consumer Staples |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $515,697 | $12,596 ▲ | 2.5% | 21,248 | 0.1% | ETF |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $515,562 | $12,540 ▲ | 2.5% | 20,475 | 0.1% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $515,100 | $12,562 ▲ | 2.5% | 21,241 | 0.1% | ETF |
EFV iShares MSCI EAFE Value ETF | $508,030 | $87,285 ▲ | 20.7% | 8,003 | 0.1% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $472,029 | $17,338 ▼ | -3.5% | 3,512 | 0.1% | ETF |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $449,191 | $12,645 ▲ | 2.9% | 19,254 | 0.1% | ETF |
VV Vanguard Large-Cap ETF | $419,676 | $7,418 ▼ | -1.7% | 1,471 | 0.1% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $417,459 | $6,311 ▼ | -1.5% | 14,420 | 0.1% | ETF |
IDXX IDEXX Laboratories | $375,438 | | 0.0% | 700 | 0.1% | Medical |
DIA SPDR Dow Jones Industrial Average ETF Trust | $354,349 | | 0.0% | 804 | 0.1% | Finance |
IBTI iShares iBonds Dec 2028 Term Treasury ETF | $352,855 | $12,566 ▲ | 3.7% | 15,781 | 0.1% | Manufacturing |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | $346,227 | $12,704 ▲ | 3.8% | 15,752 | 0.1% | ETF |
VT Vanguard Total World Stock ETF | $343,020 | $7,583 ▲ | 2.3% | 2,669 | 0.1% | ETF |
IWM iShares Russell 2000 ETF | $339,950 | | 0.0% | 1,575 | 0.1% | Finance |
IWP iShares Russell Mid-Cap Growth ETF | $339,766 | $10,817 ▼ | -3.1% | 2,450 | 0.1% | ETF |
LLY Eli Lilly and Company | $335,198 | $335,198 ▲ | New Holding | 430 | 0.1% | Medical |
VO Vanguard Mid-Cap ETF | $330,479 | | 0.0% | 1,181 | 0.1% | ETF |
IFGL iShares International Developed Real Estate ETF | $327,895 | $5,771 ▼ | -1.7% | 14,432 | 0.1% | Manufacturing |
INDA iShares MSCI India ETF | $326,173 | | 0.0% | 5,858 | 0.1% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $325,602 | $3,656 ▲ | 1.1% | 1,781 | 0.1% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $314,107 | $2,927 ▲ | 0.9% | 2,361 | 0.1% | ETF |
IBTK iShares iBonds Dec 2030 Term Treasury ETF | $307,861 | $12,618 ▲ | 4.3% | 15,517 | 0.1% | Manufacturing |
IEMG iShares Core MSCI Emerging Markets ETF | $306,748 | $306,748 ▲ | New Holding | 5,110 | 0.1% | ETF |
IBTJ iShares iBonds Dec 2029 Term Treasury ETF | $306,532 | $12,582 ▲ | 4.3% | 13,984 | 0.1% | Manufacturing |
VNQ Vanguard Real Estate ETF | $299,153 | $22,176 ▼ | -6.9% | 3,359 | 0.1% | ETF |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $279,262 | $12,521 ▲ | 4.7% | 11,955 | 0.1% | Manufacturing |
VYM Vanguard High Dividend Yield ETF | $266,965 | $1,066 ▼ | -0.4% | 2,003 | 0.1% | ETF |
