VOO Vanguard S&P 500 ETF | $176,452,595 | $47,769,182 ▲ | 37.1% | 251,766 | 14.8% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $139,270,427 | $34,735,311 ▲ | 33.2% | 1,972,390 | 11.7% | ETF |
IJR iShares Core S&P Small-Cap ETF | $56,519,347 | $13,288,667 ▲ | 30.7% | 415,461 | 4.7% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $42,640,845 | $11,062,140 ▲ | 35.0% | 823,819 | 3.6% | ETF |
VTI Vanguard Total Stock Market ETF | $33,783,396 | $10,642,264 ▲ | 46.0% | 90,272 | 2.8% | ETF |
NVDA NVIDIA | $29,326,594 | $8,306,206 ▲ | 39.5% | 128,411 | 2.5% | Technology |
AAPL Apple | $28,467,382 | $8,698,098 ▲ | 44.0% | 85,483 | 2.4% | Technology |
VWO Vanguard FTSE Emerging Markets ETF | $24,264,335 | $8,084,079 ▲ | 50.0% | 409,110 | 2.0% | ETF |
MSFT Microsoft | $21,403,077 | $9,525,985 ▲ | 80.2% | 41,730 | 1.8% | Technology |
AMZN Amazon.com | $20,079,043 | $7,942,920 ▲ | 65.4% | 80,590 | 1.7% | Consumer Discretionary |
SCZ iShares MSCI EAFE Small-Cap ETF | $19,708,182 | $5,156,794 ▲ | 35.4% | 233,454 | 1.7% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $18,331,381 | $3,360,407 ▲ | 22.4% | 365,094 | 1.5% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $17,699,795 | $801,038 ▲ | 4.7% | 187,220 | 1.5% | ETF |
GOOG Alphabet | $14,256,129 | $4,751,589 ▲ | 50.0% | 41,839 | 1.2% | Communication Services |
SCHM Schwab U.S. Mid-Cap ETF | $13,507,453 | $3,512,935 ▲ | 35.1% | 397,045 | 1.1% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $13,056,227 | $3,633,537 ▲ | 38.6% | 160,791 | 1.1% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $12,907,431 | $1,774,393 ▲ | 15.9% | 144,249 | 1.1% | ETF |
BNDX Vanguard Total International Bond ETF | $12,775,398 | $3,403,183 ▲ | 36.3% | 272,571 | 1.1% | ETF |
SCHX Schwab US Large-Cap ETF | $11,474,171 | $1,203,661 ▲ | 11.7% | 382,472 | 1.0% | ETF |
SCHF Schwab International Equity ETF | $10,089,862 | $3,520,498 ▲ | 53.6% | 367,305 | 0.8% | ETF |
GOOGL Alphabet | $9,993,340 | $2,887,829 ▲ | 40.6% | 29,044 | 0.8% | Communication Services |
SPY SPDR S&P 500 ETF Trust | $9,552,362 | $1,666,287 ▲ | 21.1% | 12,526 | 0.8% | ETF |
META Meta Platforms | $9,318,332 | $3,344,447 ▲ | 56.0% | 12,850 | 0.8% | Communication Services |
IEMG iShares Core MSCI Emerging Markets ETF | $9,315,077 | $1,201,414 ▲ | 14.8% | 114,774 | 0.8% | ETF |
BND Vanguard Total Bond Market ETF | $9,214,724 | $4,283,584 ▲ | 86.9% | 131,357 | 0.8% | ETF |
SCHP Schwab U.S. TIPS ETF | $9,214,187 | $2,527,398 ▲ | 37.8% | 366,661 | 0.8% | ETF |
VXUS Vanguard Total International Stock ETF | $8,259,787 | $1,411,266 ▲ | 20.6% | 97,220 | 0.7% | ETF |
SPTL SPDR Portfolio Long Term Treasury ETF | $8,212,318 | $2,318,721 ▲ | 39.3% | 344,332 | 0.7% | ETF |
ISHARES TR
| $7,566,105 | $6,122,051 ▲ | 423.9% | 75,150 | 0.6% | 0-3 MTH TREASURY |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $7,403,735 | $2,050,235 ▲ | 38.3% | 72,458 | 0.6% | ETF |
TSLA Tesla | $7,111,688 | $2,582,262 ▲ | 57.0% | 20,044 | 0.6% | Consumer Discretionary |
VV Vanguard Large-Cap ETF | $6,881,147 | $1,918,643 ▲ | 38.7% | 19,557 | 0.6% | ETF |
VTWO Vanguard Russell 2000 ETF | $6,213,428 | $1,606,728 ▲ | 34.9% | 55,358 | 0.5% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $5,966,346 | $2,484,736 ▲ | 71.4% | 66,470 | 0.5% | ETF |
IVV iShares Core S&P 500 ETF | $5,957,915 | $1,567,792 ▲ | 35.7% | 7,779 | 0.5% | ETF |
AVGO Broadcom | $5,787,753 | $994,946 ▲ | 20.8% | 16,480 | 0.5% | Technology |
AMD Advanced Micro Devices | $5,764,067 | $2,121,607 ▲ | 58.2% | 9,422 | 0.5% | Technology |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $5,548,022 | $1,475,334 ▲ | 36.2% | 71,856 | 0.5% | ETF |
CHIME FINL INC
| $5,399,124 | $2,198,331 ▼ | -28.9% | 202,670 | 0.5% | COM SHS CL A |
VUG Vanguard Growth ETF | $5,138,842 | $1,642,422 ▲ | 47.0% | 57,029 | 0.4% | ETF |
MU Micron Technology | $5,097,365 | $1,365,404 ▲ | 36.6% | 4,786 | 0.4% | Technology |
VEU Vanguard FTSE All-World ex-US ETF | $4,937,519 | $4,368,182 ▲ | 767.2% | 59,510 | 0.4% | ETF |
QQQ Invesco QQQ | $4,701,945 | $1,563,123 ▲ | 49.8% | 6,356 | 0.4% | ETF |
IWM iShares Russell 2000 ETF | $4,457,034 | $1,340,528 ▲ | 43.0% | 16,039 | 0.4% | ETF |
LLY Eli Lilly and Company | $4,429,173 | $1,424,324 ▲ | 47.4% | 3,828 | 0.4% | Healthcare |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $4,391,461 | $991,862 ▲ | 29.2% | 26,410 | 0.4% | ETF |
JPM JPMorgan Chase & Co. | $4,354,118 | $1,417,628 ▲ | 48.3% | 13,161 | 0.4% | Finance |
SCHA Schwab US Small-Cap ETF | $4,291,053 | $1,375,978 ▲ | 47.2% | 131,506 | 0.4% | ETF |
VTV Vanguard Value ETF | $4,085,908 | $813,119 ▲ | 24.8% | 18,909 | 0.3% | ETF |
MBB iShares MBS ETF | $4,079,886 | $1,185,142 ▲ | 40.9% | 45,524 | 0.3% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $4,032,534 | $3,157,412 ▲ | 360.8% | 85,146 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $4,015,234 | $1,487,788 ▲ | 58.9% | 8,064 | 0.3% | Finance |
LAM RESEARCH CORP
| $3,558,087 | $120,892 ▲ | 3.5% | 10,831 | 0.3% | COM NEW |
VO Vanguard Mid-Cap ETF | $3,522,224 | $702,327 ▲ | 24.9% | 44,915 | 0.3% | ETF |
EXXONMOBIL HOLDINGS CORP
| $3,517,051 | $3,517,051 ▲ | New Holding | 21,610 | 0.3% | COM SHS |
SPYI NEOS S&P 500 High Income ETF | $3,484,733 | $27,595 ▲ | 0.8% | 65,539 | 0.3% | ETF |
VIG Vanguard Dividend Appreciation ETF | $3,373,594 | $954,452 ▲ | 39.5% | 14,460 | 0.3% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $3,352,150 | $648,413 ▲ | 24.0% | 46,590 | 0.3% | ETF |
VGT Vanguard Information Technology ETF | $3,339,624 | $1,771,666 ▲ | 113.0% | 26,575 | 0.3% | ETF |
TSM Taiwan Semiconductor Manufacturing | $3,301,447 | $234,482 ▲ | 7.6% | 7,237 | 0.3% | Technology |
PALANTIR TECHNOLOGIES INC
| $3,257,312 | $1,153,920 ▲ | 54.9% | 17,414 | 0.3% | CL A |
PANW Palo Alto Networks | $3,252,419 | $621,400 ▲ | 23.6% | 8,186 | 0.3% | Technology |
IAGG iShares Core International Aggregate Bond ETF | $2,927,443 | $700,853 ▲ | 31.5% | 59,501 | 0.2% | ETF |
JNJ Johnson & Johnson | $2,919,522 | $1,059,478 ▲ | 57.0% | 11,028 | 0.2% | Healthcare |
QUAL iShares MSCI USA Quality Factor ETF | $2,752,842 | $979,396 ▲ | 55.2% | 12,387 | 0.2% | ETF |
NOW ServiceNow | $2,661,124 | $100,908 ▲ | 3.9% | 19,858 | 0.2% | Technology |
V Visa | $2,605,789 | $1,125,031 ▲ | 76.0% | 7,252 | 0.2% | Finance |
WALMART INC
| $2,542,393 | $977,987 ▲ | 62.5% | 24,465 | 0.2% | COM |
ABNB Airbnb | $2,385,112 | $137,352 ▲ | 6.1% | 14,847 | 0.2% | Consumer Discretionary |
SCHB Schwab US Broad Market ETF | $2,298,201 | $341,609 ▲ | 17.5% | 78,410 | 0.2% | ETF |
CSCO Cisco Systems | $2,291,428 | $393,277 ▲ | 20.7% | 21,290 | 0.2% | Technology |
IEFA iShares Core MSCI EAFE ETF | $2,268,622 | $890,514 ▲ | 64.6% | 23,417 | 0.2% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $2,256,698 | $828,009 ▲ | 58.0% | 21,899 | 0.2% | ETF |
RTX RTX | $2,250,547 | $1,055,193 ▲ | 88.3% | 12,123 | 0.2% | Industrials |
VB Vanguard Small-Cap ETF | $2,219,153 | $662,332 ▲ | 42.5% | 7,800 | 0.2% | ETF |
ABBV AbbVie | $2,178,065 | $681,463 ▲ | 45.5% | 8,326 | 0.2% | Healthcare |
INTC Intel | $2,120,811 | $769,575 ▲ | 57.0% | 17,640 | 0.2% | Technology |
EVERPURE INC
| $2,080,764 | $816,873 ▲ | 64.6% | 15,910 | 0.2% | CL A |
IWB iShares Russell 1000 ETF | $1,960,905 | $41,615 ▲ | 2.2% | 4,712 | 0.2% | ETF |
TFLO iShares Treasury Floating Rate Bond ETF | $1,956,897 | $1,388,677 ▼ | -41.5% | 38,620 | 0.2% | ETF |
MA Mastercard | $1,934,163 | $828,927 ▲ | 75.0% | 3,507 | 0.2% | Finance |
ARISTA NETWORKS INC
| $1,929,912 | $1,226,682 ▲ | 174.4% | 9,479 | 0.2% | COM SHS |
IAU iShares Gold Trust | $1,912,116 | $669,549 ▲ | 53.9% | 24,483 | 0.2% | ETF |
VYM Vanguard High Dividend Yield ETF | $1,895,218 | $426,816 ▲ | 29.1% | 12,211 | 0.2% | ETF |
CVX Chevron | $1,854,291 | $869,556 ▲ | 88.3% | 9,080 | 0.2% | Energy |
IWF iShares Russell 1000 Growth ETF | $1,847,851 | $1,113,947 ▲ | 151.8% | 14,752 | 0.2% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $1,844,778 | $1,142,064 ▲ | 162.5% | 51,344 | 0.2% | ETF |
QQQM Invesco NASDAQ 100 ETF | $1,770,818 | $482,840 ▲ | 37.5% | 5,813 | 0.1% | ETF |
MRVL Marvell Technology | $1,769,596 | $394,711 ▲ | 28.7% | 6,698 | 0.1% | Technology |
KO Coca-Cola | $1,765,305 | $540,575 ▲ | 44.1% | 20,508 | 0.1% | Consumer Staples |
VXF Vanguard Extended Market ETF | $1,739,957 | $484,325 ▲ | 38.6% | 7,512 | 0.1% | ETF |
DGRO iShares Core Dividend Growth ETF | $1,709,725 | $1,291,077 ▲ | 308.4% | 22,678 | 0.1% | ETF |
CAT Caterpillar | $1,664,824 | $352,751 ▲ | 26.9% | 2,053 | 0.1% | Industrials |
AMAT Applied Materials | $1,648,583 | $183,062 ▲ | 12.5% | 3,224 | 0.1% | Technology |
CRWD CrowdStrike | $1,648,264 | $1,359,434 ▲ | 470.7% | 6,226 | 0.1% | Technology |
MRK Merck & Co., Inc. | $1,617,220 | $679,642 ▲ | 72.5% | 11,129 | 0.1% | Healthcare |
BAC Bank of America | $1,606,813 | $535,913 ▲ | 50.0% | 29,521 | 0.1% | Finance |
VGIT Vanguard Intermediate-Term Treasury ETF | $1,550,852 | $729,559 ▲ | 88.8% | 27,371 | 0.1% | ETF |
SCHD Schwab US Dividend Equity ETF | $1,538,627 | $806,056 ▲ | 110.0% | 47,299 | 0.1% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $1,524,041 | $362,342 ▲ | 31.2% | 9,817 | 0.1% | ETF |
