VTI Vanguard Total Stock Market ETF | $102,483,966 | $263,297 ▼ | -0.3% | 372,886 | 14.8% | ETF |
IEFA iShares Core MSCI EAFE ETF | $44,798,915 | $3,065,260 ▲ | 7.3% | 592,187 | 6.5% | ETF |
IVAL Alpha Architect International Quantitative Value ETF | $35,070,696 | $3,043,398 ▲ | 9.5% | 1,373,167 | 5.1% | ETF |
HYMB SPDR Nuveen Bloomberg High Yield Municipal Bond ETF | $30,970,127 | $3,301,095 ▲ | 11.9% | 1,227,999 | 4.5% | ETF |
TBIL US Treasury 3 Month Bill ETF | $24,320,480 | $791,309 ▼ | -3.2% | 486,312 | 3.5% | ETF |
QMOM Alpha Architect U.S. Quantitative Momentum ETF | $22,346,167 | $341,788 ▲ | 1.6% | 376,198 | 3.2% | ETF |
ITAN Sparkline Intangible Value ETF | $21,506,547 | $350,138 ▲ | 1.7% | 722,212 | 3.1% | ETF |
SYLD Cambria Shareholder Yield ETF | $21,037,708 | $1,828,506 ▲ | 9.5% | 329,745 | 3.0% | ETF |
TFI SPDR Nuveen Barclays Municipal Bond ETF | $19,110,557 | $412,706 ▲ | 2.2% | 424,019 | 2.8% | Finance |
SCHF Schwab International Equity ETF | $17,867,842 | $1,596,898 ▲ | 9.8% | 903,329 | 2.6% | ETF |
DLN WisdomTree U.S. LargeCap Dividend Fund | $17,429,514 | $87,307 ▲ | 0.5% | 219,598 | 2.5% | Finance |
SCHZ Schwab U.S. Aggregate Bond ETF | $17,206,172 | $177,614 ▲ | 1.0% | 742,926 | 2.5% | ETF |
AAPL Apple | $16,103,617 | $1,252,597 ▲ | 8.4% | 72,496 | 2.3% | Computer and Technology |
IQDG WisdomTree International Quality Dividend Growth Fund | $14,689,016 | $1,371,074 ▲ | 10.3% | 411,688 | 2.1% | Finance |
MUB iShares National Muni Bond ETF | $13,526,866 | $431,987 ▲ | 3.3% | 128,290 | 2.0% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $12,258,899 | $205,553 ▲ | 1.7% | 489,573 | 1.8% | ETF |
MSFT Microsoft | $10,479,821 | $87,466 ▲ | 0.8% | 27,917 | 1.5% | Computer and Technology |
AVUV Avantis U.S. Small Cap Value ETF | $10,417,292 | $846,075 ▲ | 8.8% | 119,505 | 1.5% | ETF |
SCHX Schwab US Large-Cap ETF | $10,405,872 | $133,805 ▲ | 1.3% | 471,280 | 1.5% | ETF |
IVV iShares Core S&P 500 ETF | $10,056,932 | $87,657 ▼ | -0.9% | 17,898 | 1.5% | ETF |
HYD VanEck High Yield Muni ETF | $9,803,825 | $22,980 ▲ | 0.2% | 191,556 | 1.4% | ETF |
NVDA NVIDIA | $8,621,148 | $474,268 ▲ | 5.8% | 79,546 | 1.2% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $6,569,628 | $292,883 ▲ | 4.7% | 129,247 | 1.0% | ETF |
PHB Invesco Fundamental High Yield Corporate Bond ETF | $5,663,015 | $8,958 ▼ | -0.2% | 313,567 | 0.8% | ETF |
AMZN Amazon.com | $5,366,616 | $601,597 ▲ | 12.6% | 28,207 | 0.8% | Retail/Wholesale |
META Meta Platforms | $5,174,103 | $276,083 ▼ | -5.1% | 8,977 | 0.7% | Computer and Technology |
VUG Vanguard Growth ETF | $5,124,290 | $21,136 ▼ | -0.4% | 13,819 | 0.7% | ETF |
EFG iShares MSCI EAFE Growth ETF | $5,022,429 | $19,300 ▼ | -0.4% | 50,224 | 0.7% | ETF |
AMGN Amgen | $4,828,090 | $257,340 ▼ | -5.1% | 15,497 | 0.7% | Medical |
TSLA Tesla | $4,320,182 | $2,942,233 ▲ | 213.5% | 16,670 | 0.6% | Auto/Tires/Trucks |
V Visa | $4,265,772 | $126,515 ▲ | 3.1% | 12,172 | 0.6% | Business Services |
VOO Vanguard S&P 500 ETF | $4,263,122 | $1,871,765 ▲ | 78.3% | 8,295 | 0.6% | ETF |
VXUS Vanguard Total International Stock ETF | $4,104,088 | $52,351 ▲ | 1.3% | 66,088 | 0.6% | ETF |
SPY SPDR S&P 500 ETF Trust | $3,932,386 | $2,237 ▼ | -0.1% | 7,030 | 0.6% | Finance |
BRK.B Berkshire Hathaway | $3,489,281 | $75,090 ▲ | 2.2% | 6,552 | 0.5% | Finance |
JPM JPMorgan Chase & Co. | $3,408,816 | $466,054 ▲ | 15.8% | 13,897 | 0.5% | Finance |
SCHM Schwab U.S. Mid-Cap ETF | $2,903,398 | $109,594 ▼ | -3.6% | 110,817 | 0.4% | ETF |
IWF iShares Russell 1000 Growth ETF | $2,795,559 | $467,612 ▲ | 20.1% | 7,742 | 0.4% | ETF |
VO Vanguard Mid-Cap ETF | $2,786,745 | $62,847 ▼ | -2.2% | 10,775 | 0.4% | ETF |
GOOGL Alphabet | $2,576,809 | $267,996 ▲ | 11.6% | 16,663 | 0.4% | Computer and Technology |
IWM iShares Russell 2000 ETF | $2,408,398 | $31,918 ▼ | -1.3% | 12,073 | 0.3% | Finance |
QQQ Invesco QQQ | $2,369,833 | $95,187 ▼ | -3.9% | 5,054 | 0.3% | Finance |
CL Colgate-Palmolive | $2,339,502 | $66,527 ▼ | -2.8% | 24,968 | 0.3% | Consumer Staples |
SCHA Schwab US Small-Cap ETF | $2,307,323 | $36,715 ▼ | -1.6% | 98,477 | 0.3% | ETF |
DFSI Dimensional International Sustainability Core 1 ETF | $2,298,929 | $193,743 ▲ | 9.2% | 65,891 | 0.3% | ETF |
EFV iShares MSCI EAFE Value ETF | $2,285,849 | $3,418 ▲ | 0.1% | 38,783 | 0.3% | ETF |
EQIX Equinix | $2,158,231 | $2,158,231 ▲ | New Holding | 2,647 | 0.3% | Finance |
MDY SPDR S&P MidCap 400 ETF Trust | $2,143,523 | $2,667 ▼ | -0.1% | 4,018 | 0.3% | ETF |
SCHD Schwab US Dividend Equity ETF | $2,143,327 | $783 ▼ | 0.0% | 76,657 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $2,089,695 | $13,803 ▼ | -0.7% | 19,984 | 0.3% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $2,035,899 | $5,585 ▲ | 0.3% | 29,163 | 0.3% | Manufacturing |
UNH UnitedHealth Group | $2,008,058 | $96,894 ▼ | -4.6% | 3,834 | 0.3% | Medical |
VB Vanguard Small-Cap ETF | $2,001,013 | $18,405 ▲ | 0.9% | 9,024 | 0.3% | ETF |
COMP Compass | $1,997,022 | | 0.0% | 228,754 | 0.3% | Computer and Technology |
MA Mastercard | $1,974,899 | $87,700 ▲ | 4.6% | 3,603 | 0.3% | Business Services |
IJH iShares Core S&P Mid-Cap ETF | $1,898,983 | $17,972 ▼ | -0.9% | 32,545 | 0.3% | ETF |
NULG Nuveen ESG Large-Cap Growth ETF | $1,885,082 | $110,846 ▲ | 6.2% | 24,081 | 0.3% | ETF |
DSI iShares ESG MSCI KLD 400 ETF | $1,772,994 | $66,053 ▲ | 3.9% | 17,313 | 0.3% | ETF |
NULV Nuveen ESG Large-Cap Value ETF | $1,769,118 | $301,730 ▲ | 20.6% | 43,693 | 0.3% | ETF |
GOOG Alphabet | $1,679,983 | $27,341 ▲ | 1.7% | 10,753 | 0.2% | Computer and Technology |
ABBV AbbVie | $1,581,510 | $56,363 ▲ | 3.7% | 7,548 | 0.2% | Medical |
VTEB Vanguard Tax-Exempt Bond ETF | $1,571,416 | $895,542 ▲ | 132.5% | 31,669 | 0.2% | ETF |
AVGO Broadcom | $1,520,948 | $181,998 ▲ | 13.6% | 9,084 | 0.2% | Computer and Technology |
JNJ Johnson & Johnson | $1,477,547 | $71,813 ▲ | 5.1% | 8,909 | 0.2% | Medical |
DFCF Dimensional Core Fixed Income ETF | $1,377,249 | $1,377,249 ▲ | New Holding | 32,745 | 0.2% | ETF |
LLY Eli Lilly and Company | $1,333,019 | $118,105 ▲ | 9.7% | 1,614 | 0.2% | Medical |
AVSD Avantis Responsible International Equity ETF | $1,311,645 | $137,654 ▲ | 11.7% | 21,868 | 0.2% | ETF |
NYF iShares New York Muni Bond ETF | $1,305,878 | $100,667 ▲ | 8.4% | 24,803 | 0.2% | ETF |
SHOP Shopify | $1,243,818 | $460,023 ▲ | 58.7% | 13,027 | 0.2% | Computer and Technology |
BOXX Alpha Architect 1-3 Month Box ETF | $1,236,427 | $5,240 ▼ | -0.4% | 11,090 | 0.2% | ETF |
COST Costco Wholesale | $1,201,303 | $139,048 ▲ | 13.1% | 1,270 | 0.2% | Retail/Wholesale |
DMXF iShares ESG Advanced MSCI EAFE ETF | $1,174,998 | $86,127 ▲ | 7.9% | 17,449 | 0.2% | Manufacturing |
NUSC Nuveen ESG Small-Cap ETF | $1,166,475 | $120,926 ▲ | 11.6% | 30,424 | 0.2% | ETF |
VOE Vanguard Mid-Cap Value ETF | $1,163,878 | | 0.0% | 7,250 | 0.2% | ETF |
XOM Exxon Mobil | $1,118,609 | $110,362 ▲ | 10.9% | 9,406 | 0.2% | Energy |
PG Procter & Gamble | $1,115,659 | $64,244 ▲ | 6.1% | 6,547 | 0.2% | Consumer Staples |
ISRG Intuitive Surgical | $1,056,906 | $490,317 ▲ | 86.5% | 2,134 | 0.2% | Medical |
UBER Uber Technologies | $1,048,528 | $85,392 ▼ | -7.5% | 14,391 | 0.2% | Computer and Technology |
NUMG Nuveen ESG Mid-Cap Growth ETF | $1,018,702 | $73,050 ▲ | 7.7% | 23,735 | 0.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $1,009,237 | $26,574 ▲ | 2.7% | 5,203 | 0.1% | ETF |
BX Blackstone | $1,008,652 | $82,470 ▲ | 8.9% | 7,216 | 0.1% | Finance |
NFLX Netflix | $998,740 | $44,761 ▲ | 4.7% | 1,071 | 0.1% | Consumer Discretionary |
AGG iShares Core U.S. Aggregate Bond ETF | $931,720 | $28,884 ▲ | 3.2% | 9,419 | 0.1% | Finance |
NUMV Nuveen ESG Mid-Cap Value ETF | $921,634 | $90,932 ▲ | 10.9% | 26,940 | 0.1% | ETF |
HD Home Depot | $912,058 | $52,400 ▲ | 6.1% | 2,489 | 0.1% | Retail/Wholesale |
IWP iShares Russell Mid-Cap Growth ETF | $865,901 | | 0.0% | 7,370 | 0.1% | ETF |
WMT Walmart | $853,962 | $77,082 ▲ | 9.9% | 9,727 | 0.1% | Retail/Wholesale |
AMD Advanced Micro Devices | $833,530 | $17,466 ▼ | -2.1% | 8,113 | 0.1% | Computer and Technology |
FNDX Schwab Fundamental U.S. Large Company Index ETF | $824,249 | $107,449 ▲ | 15.0% | 34,911 | 0.1% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $811,247 | $126 ▲ | 0.0% | 6,440 | 0.1% | ETF |
ORCL Oracle | $793,993 | $36,491 ▲ | 4.8% | 5,679 | 0.1% | Computer and Technology |
XBIL US Treasury 6 Month Bill ETF | $793,843 | $294,198 ▼ | -27.0% | 15,823 | 0.1% | ETF |
NOW ServiceNow | $734,837 | $58,914 ▲ | 8.7% | 923 | 0.1% | Computer and Technology |
SUB iShares Short-Term National Muni Bond ETF | $713,434 | $127,248 ▲ | 21.7% | 6,756 | 0.1% | ETF |
EFA iShares MSCI EAFE ETF | $680,169 | | 0.0% | 8,322 | 0.1% | Finance |
RTX RTX | $673,176 | $27,685 ▲ | 4.3% | 5,082 | 0.1% | Aerospace |
VOT Vanguard Mid-Cap Growth ETF | $659,461 | | 0.0% | 2,696 | 0.1% | ETF |
MCD McDonald's | $643,488 | $36,860 ▲ | 6.1% | 2,060 | 0.1% | Retail/Wholesale |
DFSV Dimensional US Small Cap Value ETF | $629,434 | | 0.0% | 22,360 | 0.1% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $629,114 | $10,365 ▼ | -1.6% | 13,900 | 0.1% | ETF |
