VUG Vanguard Growth ETF | $128,810,668 | $107,574,830 â–² | 506.6% | 1,495,364 | 10.7% | ETF |
VTV Vanguard Value ETF | $100,966,965 | $86,082 â–¼ | -0.1% | 463,300 | 8.4% | ETF |
IWF iShares Russell 1000 Growth ETF | $57,382,208 | $42,903,980 â–² | 296.3% | 462,126 | 4.8% | ETF |
IWD iShares Russell 1000 Value ETF | $52,260,458 | $2,202,479 â–² | 4.4% | 215,569 | 4.4% | ETF |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $48,361,402 | $2,038,992 â–² | 4.4% | 527,732 | 4.0% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $47,180,907 | $3,957,226 â–² | 9.2% | 662,188 | 3.9% | ETF |
AAPL Apple | $35,794,384 | $12,318,625 â–² | 52.5% | 123,702 | 3.0% | Computer and Technology |
SGOV iShares 0-3 Month Treasury Bond ETF | $34,564,090 | $1,284,849 â–² | 3.9% | 343,341 | 2.9% | ETF |
SPY SPDR S&P 500 ETF Trust | $26,889,140 | $4,673,320 â–² | 21.0% | 36,007 | 2.2% | Finance |
EA SERIES TRUST
| $26,656,045 | | 0.0% | 446,173 | 2.2% | ALPHA ARCHITECT |
NVDA NVIDIA | $22,828,080 | $659,497 â–¼ | -2.8% | 114,089 | 1.9% | Computer and Technology |
AMERICAN CENTY ETF TR
| $20,210,670 | | 0.0% | 371,216 | 1.7% | AVAN TOTA EQ ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $19,703,768 | $741,987 â–² | 3.9% | 221,366 | 1.6% | ETF |
EA SERIES TRUST
| $19,336,667 | | 0.0% | 339,700 | 1.6% | ALPHA ARCHITECT |
MSFT Microsoft | $19,264,649 | $219,336 â–¼ | -1.1% | 51,645 | 1.6% | Computer and Technology |
XLK Technology Select Sector SPDR Fund | $19,084,133 | $5,218,706 â–² | 37.6% | 100,169 | 1.6% | ETF |
VTI Vanguard Total Stock Market ETF | $15,409,923 | $627,957 â–² | 4.2% | 41,644 | 1.3% | ETF |
VOO Vanguard S&P 500 ETF | $14,421,930 | $2,413,499 â–² | 20.1% | 20,998 | 1.2% | ETF |
VOOG Vanguard S&P 500 Growth ETF | $14,369,002 | $11,961,046 â–² | 496.7% | 173,917 | 1.2% | ETF |
QQQ Invesco QQQ | $13,565,486 | $221,661 â–² | 1.7% | 18,421 | 1.1% | Finance |
ESGU iShares ESG Aware MSCI USA ETF | $12,870,062 | $35,353 â–² | 0.3% | 78,634 | 1.1% | Manufacturing |
LPTH LightPath Technologies | $12,517,642 | | 0.0% | 765,605 | 1.0% | Computer and Technology |
VBK Vanguard Small-Cap Growth ETF | $12,203,254 | $3,256,883 â–² | 36.4% | 33,370 | 1.0% | ETF |
GOOGL Alphabet | $11,870,531 | $1,642,848 â–² | 16.1% | 33,216 | 1.0% | Computer and Technology |
GOOG Alphabet | $11,619,913 | $1,929,173 â–² | 19.9% | 32,887 | 1.0% | Computer and Technology |
VBR Vanguard Small-Cap Value ETF | $11,238,943 | $2,261,007 â–² | 25.2% | 46,253 | 0.9% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $10,968,877 | $2,204,332 â–² | 25.2% | 85,822 | 0.9% | ETF |
VOOV Vanguard S&P 500 Value ETF | $10,942,734 | $60,940 â–¼ | -0.6% | 49,919 | 0.9% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $9,978,757 | $113,517 â–¼ | -1.1% | 83,862 | 0.8% | ETF |
IEFA iShares Core MSCI EAFE ETF | $9,592,174 | $614,928 â–² | 6.8% | 99,318 | 0.8% | ETF |
IWB iShares Russell 1000 ETF | $9,432,907 | $1,229 â–² | 0.0% | 23,035 | 0.8% | ETF |
AMZN Amazon.com | $9,011,016 | $1,072,303 â–² | 13.5% | 37,807 | 0.8% | Retail/Wholesale |
JNJ Johnson & Johnson | $8,815,665 | $74,414 â–² | 0.9% | 34,711 | 0.7% | Medical |
ESGV Vanguard ESG U.S. Stock ETF | $8,803,621 | $340,518 â–¼ | -3.7% | 66,573 | 0.7% | ETF |
JPM JPMorgan Chase & Co. | $8,595,707 | $838,294 â–² | 10.8% | 26,260 | 0.7% | Finance |
ARK ETF TR
| $8,024,430 | $11,879 â–¼ | -0.1% | 55,394 | 0.7% | NEXT GNRTN INTER |
AVUV Avantis U.S. Small Cap Value ETF | $7,677,956 | $264,116 â–² | 3.6% | 61,542 | 0.6% | ETF |
XLI Industrial Select Sector SPDR Fund | $7,503,853 | $4,826,353 â–² | 180.3% | 40,511 | 0.6% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $7,039,974 | $35,983 â–¼ | -0.5% | 68,476 | 0.6% | Manufacturing |
ABBV AbbVie | $6,919,580 | $85,306 â–¼ | -1.2% | 27,498 | 0.6% | Medical |
AVGO Broadcom | $5,698,720 | $214,561 â–² | 3.9% | 15,086 | 0.5% | Computer and Technology |
VONV Vanguard Russell 1000 Value ETF | $5,147,821 | $3,508 â–¼ | -0.1% | 48,423 | 0.4% | ETF |
GLDM SPDR Gold MiniShares Trust | $5,073,230 | $37,963 â–² | 0.8% | 63,878 | 0.4% | Finance |
XLF Financial Select Sector SPDR Fund | $4,909,400 | $3,431,047 â–² | 232.1% | 91,576 | 0.4% | ETF |
AMAT Applied Materials | $4,870,174 | $5,784 â–² | 0.1% | 6,736 | 0.4% | Computer and Technology |
FSLY Fastly | $4,724,726 | $45,900 â–¼ | -1.0% | 257,338 | 0.4% | Computer and Technology |
V Visa | $4,640,198 | $195,214 â–² | 4.4% | 13,525 | 0.4% | Business Services |
BRK.B Berkshire Hathaway | $4,470,484 | $636,996 â–² | 16.6% | 8,934 | 0.4% | Finance |
XOM ExxonMobil | $4,463,551 | $91,877 â–¼ | -2.0% | 32,647 | 0.4% | Energy |
AB ACTIVE ETFS INC
| $4,366,469 | $295,246 â–² | 7.3% | 173,759 | 0.4% | NEW YO INTER ETF |
GLD SPDR Gold Shares | $4,308,572 | $9,946 â–² | 0.2% | 11,696 | 0.4% | Finance |
META Meta Platforms | $4,135,230 | $204,480 â–² | 5.2% | 7,341 | 0.3% | Computer and Technology |
LLY Eli Lilly and Company | $4,089,162 | $271,091 â–² | 7.1% | 3,409 | 0.3% | Medical |
SUSA iShares MSCI USA ESG Select ETF | $3,660,560 | $20,984 â–¼ | -0.6% | 23,724 | 0.3% | ETF |
VIG Vanguard Dividend Appreciation ETF | $3,446,144 | $284,655 â–² | 9.0% | 14,564 | 0.3% | ETF |
INTC Intel | $3,434,051 | $347,399 â–² | 11.3% | 24,594 | 0.3% | Computer and Technology |
CSCO Cisco Systems | $3,356,056 | $66,952 â–² | 2.0% | 28,572 | 0.3% | Computer and Technology |
PG Procter & Gamble | $3,115,072 | $48,245 â–¼ | -1.5% | 21,243 | 0.3% | Consumer Staples |
MU Micron Technology | $3,081,985 | $234,323 â–² | 8.2% | 2,670 | 0.3% | Computer and Technology |
VYM Vanguard High Dividend Yield ETF | $3,004,637 | $2,111,448 â–² | 236.4% | 19,013 | 0.3% | Financial Services |
IVV iShares Core S&P 500 ETF | $2,857,668 | $152,768 â–² | 5.6% | 3,816 | 0.2% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $2,844,656 | $1,104,409 â–² | 63.5% | 56,241 | 0.2% | ETF |
TSLA Tesla | $2,815,496 | $95,897 â–² | 3.5% | 6,694 | 0.2% | Auto/Tires/Trucks |
IWO iShares Russell 2000 Growth ETF | $2,797,380 | $156,789 â–¼ | -5.3% | 7,101 | 0.2% | ETF |
MARSH & MCLENNAN COS INC
| $2,749,333 | $63,167 â–¼ | -2.2% | 16,496 | 0.2% | COM |
KO CocaCola | $2,674,721 | $152,379 â–² | 6.0% | 32,912 | 0.2% | Consumer Staples |
XLY Consumer Discretionary Select Sector SPDR Fund | $2,664,383 | $117 â–² | 0.0% | 22,718 | 0.2% | Finance |
SCHX Schwab US Large-Cap ETF | $2,606,383 | | 0.0% | 88,562 | 0.2% | ETF |
IAU iShares Gold Trust | $2,515,691 | $112,963 â–² | 4.7% | 33,316 | 0.2% | Finance |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $2,508,763 | $25,337 â–¼ | -1.0% | 44,855 | 0.2% | ETF |
HD Home Depot | $2,453,696 | $260,289 â–² | 11.9% | 6,957 | 0.2% | Retail/Wholesale |
AMD Advanced Micro Devices | $2,370,113 | $64,481 â–² | 2.8% | 4,080 | 0.2% | Computer and Technology |
VEU Vanguard FTSE All-World ex-US ETF | $2,280,831 | $182,992 â–² | 8.7% | 27,234 | 0.2% | ETF |
COST Costco Wholesale | $2,267,759 | $12,162 â–² | 0.5% | 2,424 | 0.2% | Retail/Wholesale |
XLV Health Care Select Sector SPDR Fund | $2,232,321 | $2,232,321 â–² | New Holding | 14,070 | 0.2% | ETF |
QQQM Invesco NASDAQ 100 ETF | $2,124,776 | $1,818 â–² | 0.1% | 7,013 | 0.2% | ETF |
IWM iShares Russell 2000 ETF | $2,086,841 | $5,708 â–² | 0.3% | 6,946 | 0.2% | Finance |
WALMART INC
| $2,065,977 | $105,558 â–² | 5.4% | 18,241 | 0.2% | COM |
ADP Automatic Data Processing | $2,039,890 | $465,800 â–¼ | -18.6% | 9,109 | 0.2% | Computer and Technology |
SPYV SPDR Portfolio S&P 500 Value ETF | $2,037,556 | | 0.0% | 33,518 | 0.2% | ETF |
TTEK Tetra Tech | $2,036,006 | $173 â–² | 0.0% | 70,474 | 0.2% | Industrials |
MA Mastercard | $1,985,609 | $159,732 â–² | 8.7% | 3,866 | 0.2% | Business Services |
STX Seagate Technology | $1,956,055 | $1,144,490 â–² | 141.0% | 2,027 | 0.2% | Computer and Technology |
IWN iShares Russell 2000 Value ETF | $1,936,013 | $51,541 â–² | 2.7% | 8,752 | 0.2% | ETF |
CAT Caterpillar | $1,886,649 | $43,653 â–² | 2.4% | 1,772 | 0.2% | Industrials |
MS Morgan Stanley | $1,874,976 | $50,799 â–¼ | -2.6% | 8,969 | 0.2% | Finance |
VUSB Vanguard Ultra-Short Bond ETF | $1,768,733 | $3,612,236 â–¼ | -67.1% | 35,531 | 0.1% | ETF |
VGT Vanguard Information Technology ETF | $1,762,636 | $1,542,366 â–² | 700.2% | 14,748 | 0.1% | ETF |
GS The Goldman Sachs Group | $1,717,123 | $50,563 â–² | 3.0% | 1,698 | 0.1% | Finance |
UNH UnitedHealth Group | $1,666,325 | $157,945 â–² | 10.5% | 4,009 | 0.1% | Medical |
MDY SPDR S&P MidCap 400 ETF Trust | $1,657,069 | $1,657,069 â–² | New Holding | 2,356 | 0.1% | ETF |
SBLK Star Bulk Carriers | $1,607,831 | | 0.0% | 64,390 | 0.1% | Transportation |
LAM RESEARCH CORP
| $1,562,185 | $35,100 â–² | 2.3% | 3,605 | 0.1% | COM NEW |
AIQ Global X Artificial Intelligence & Technology ETF | $1,507,719 | | 0.0% | 22,980 | 0.1% | ETF |
ABT Abbott Laboratories | $1,477,183 | $690,090 â–¼ | -31.8% | 16,279 | 0.1% | Medical |
ORCL Oracle | $1,461,632 | $38,541 â–² | 2.7% | 9,974 | 0.1% | Computer and Technology |
EMXC iShares MSCI Emerging Markets ex China ETF | $1,450,859 | $10,639 â–¼ | -0.7% | 14,182 | 0.1% | Manufacturing |
CB Chubb | $1,450,035 | $67,459 â–¼ | -4.4% | 4,256 | 0.1% | Finance |
GLW Corning | $1,438,585 | $137,166 â–¼ | -8.7% | 5,632 | 0.1% | Computer and Technology |
MCD McDonald's | $1,417,604 | $240,322 â–¼ | -14.5% | 5,244 | 0.1% | Retail/Wholesale |
