VTI Vanguard Total Stock Market ETF | $114,164,263 | $9,774,106 ▼ | -7.9% | 355,863 | 14.8% | ETF |
IEFA iShares Core MSCI EAFE ETF | $47,301,218 | $5,503,502 ▼ | -10.4% | 522,492 | 6.1% | ETF |
IVAL Alpha Architect International Quantitative Value ETF | $42,182,108 | $5,004,909 ▼ | -10.6% | 1,242,115 | 5.5% | ETF |
QMOM Alpha Architect U.S. Quantitative Momentum ETF | $27,702,041 | $1,553,029 ▼ | -5.3% | 405,534 | 3.6% | ETF |
SYLD Cambria Shareholder Yield ETF | $27,463,068 | $1,719,802 ▼ | -5.9% | 364,183 | 3.6% | ETF |
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF | $27,005,901 | $650,826 ▲ | 2.5% | 1,088,948 | 3.5% | ETF |
ITAN Sparkline Intangible Value ETF | $26,242,632 | $2,184,660 ▼ | -7.7% | 731,857 | 3.4% | ETF |
SCHF Schwab International Equity ETF | $25,990,476 | $36,061 ▲ | 0.1% | 1,050,120 | 3.4% | ETF |
TFI SPDR Nuveen ICE Municipal Bond ETF | $19,949,358 | $87,778 ▼ | -0.4% | 439,995 | 2.6% | Finance |
DFCF Dimensional Core Fixed Income ETF | $18,305,427 | $349,244 ▲ | 1.9% | 433,572 | 2.4% | ETF |
DLN WisdomTree U.S. LargeCap Dividend Fund | $17,623,720 | $1,337,715 ▼ | -7.1% | 197,288 | 2.3% | Finance |
IQDG WisdomTree International Quality Dividend Growth Fund | $17,372,431 | $1,372,186 ▼ | -7.3% | 432,796 | 2.3% | Finance |
AAPL Apple | $17,238,868 | $747,916 ▼ | -4.2% | 67,926 | 2.2% | Computer and Technology |
SCHZ Schwab U.S. Aggregate Bond ETF | $17,172,186 | $1,162,416 ▼ | -6.3% | 739,543 | 2.2% | ETF |
HYD VanEck High Yield Muni ETF | $14,806,351 | $297,631 ▼ | -2.0% | 295,300 | 1.9% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $13,896,409 | $944,073 ▼ | -6.4% | 125,794 | 1.8% | ETF |
NVDA NVIDIA | $12,488,670 | $28,951 ▲ | 0.2% | 71,609 | 1.6% | Computer and Technology |
SCHG Schwab U.S. Large-Cap Growth ETF | $12,310,839 | $854,092 ▼ | -6.5% | 422,617 | 1.6% | ETF |
MUB iShares National Muni Bond ETF | $11,970,631 | $3,819,167 ▼ | -24.2% | 112,771 | 1.6% | ETF |
IVV iShares Core S&P 500 ETF | $11,734,535 | $275,661 ▲ | 2.4% | 17,964 | 1.5% | ETF |
SCHX Schwab US Large-Cap ETF | $10,605,359 | $438,802 ▼ | -4.0% | 413,626 | 1.4% | ETF |
MSFT Microsoft | $9,293,875 | $686,296 ▼ | -6.9% | 25,107 | 1.2% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $8,243,792 | $677,648 ▼ | -7.6% | 128,648 | 1.1% | ETF |
TBIL US Treasury 3 Month Bill ETF | $6,575,156 | $17,635,530 ▼ | -72.8% | 131,872 | 0.9% | ETF |
VUG Vanguard Growth ETF | $6,528,337 | $246,352 ▼ | -3.6% | 14,946 | 0.8% | ETF |
EFG iShares MSCI EAFE Growth ETF | $5,709,175 | $17,931 ▲ | 0.3% | 51,263 | 0.7% | ETF |
PHB Invesco Fundamental High Yield Corporate Bond ETF | $5,639,510 | $299,921 ▼ | -5.0% | 314,354 | 0.7% | ETF |
GOOGL Alphabet | $5,183,721 | $77,639 ▲ | 1.5% | 18,027 | 0.7% | Computer and Technology |
META Meta Platforms | $5,116,593 | $78,382 ▼ | -1.5% | 8,943 | 0.7% | Computer and Technology |
AMZN Amazon.com | $5,042,164 | $215,974 ▼ | -4.1% | 24,210 | 0.7% | Retail/Wholesale |
AMGN Amgen | $4,679,061 | $215,691 ▼ | -4.4% | 13,298 | 0.6% | Medical |
VXUS Vanguard Total International Stock ETF | $4,587,973 | $324,094 ▼ | -6.6% | 59,499 | 0.6% | ETF |
SPY SPDR S&P 500 ETF Trust | $4,126,959 | $283,541 ▼ | -6.4% | 6,346 | 0.5% | Finance |
JPM JPMorgan Chase & Co. | $3,761,986 | $392,407 ▼ | -9.4% | 12,789 | 0.5% | Finance |
V Visa | $3,531,392 | $15,112 ▼ | -0.4% | 11,684 | 0.5% | Business Services |
VOO Vanguard S&P 500 ETF | $3,365,583 | $561,727 ▼ | -14.3% | 5,632 | 0.4% | ETF |
BRK.B Berkshire Hathaway | $3,278,043 | $91,043 ▲ | 2.9% | 6,841 | 0.4% | Finance |
AVGO Broadcom | $3,105,848 | $129,681 ▲ | 4.4% | 10,035 | 0.4% | Computer and Technology |
SCHM Schwab U.S. Mid-Cap ETF | $2,995,511 | $302,697 ▼ | -9.2% | 96,754 | 0.4% | ETF |
GOOG Alphabet | $2,952,198 | $60,817 ▲ | 2.1% | 10,291 | 0.4% | Computer and Technology |
SCHD Schwab US Dividend Equity ETF | $2,900,672 | $12,241 ▼ | -0.4% | 94,546 | 0.4% | ETF |
BOXX Alpha Architect 1-3 Month Box ETF | $2,893,760 | $2,658,854 ▲ | 1,131.9% | 24,884 | 0.4% | ETF |
VO Vanguard Mid-Cap ETF | $2,839,992 | $190,692 ▼ | -6.3% | 9,889 | 0.4% | ETF |
EFV iShares MSCI EAFE Value ETF | $2,836,586 | $73,457 ▲ | 2.7% | 38,152 | 0.4% | ETF |
DFSI Dimensional International Sustainability Core 1 ETF | $2,688,697 | $111,045 ▼ | -4.0% | 63,413 | 0.3% | ETF |
QQQ Invesco QQQ | $2,678,310 | $461,200 ▲ | 20.8% | 4,640 | 0.3% | Finance |
SCHA Schwab US Small-Cap ETF | $2,580,720 | $13,493 ▼ | -0.5% | 88,746 | 0.3% | ETF |
JMST JPMorgan Ultra-Short Municipal ETF | $2,501,334 | $1,807,394 ▲ | 260.5% | 49,065 | 0.3% | ETF |
IWM iShares Russell 2000 ETF | $2,421,689 | $80,351 ▼ | -3.2% | 9,765 | 0.3% | Finance |
IXUS iShares Core MSCI Total International Stock ETF | $2,354,009 | $155,952 ▼ | -6.2% | 27,170 | 0.3% | Manufacturing |
TSLA Tesla | $2,310,776 | $3,215,607 ▼ | -58.2% | 6,216 | 0.3% | Auto/Tires/Trucks |
MDY SPDR S&P MidCap 400 ETF Trust | $2,250,557 | $83,879 ▼ | -3.6% | 3,649 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $2,216,068 | $184,351 ▼ | -7.7% | 17,827 | 0.3% | ETF |
DSI iShares ESG MSCI KLD 400 ETF | $2,158,266 | $21,087 ▼ | -1.0% | 17,809 | 0.3% | ETF |
NULV Nuveen ESG Large-Cap Value ETF | $2,069,453 | $9,055 ▼ | -0.4% | 45,482 | 0.3% | ETF |
VB Vanguard Small-Cap ETF | $2,067,756 | $131,215 ▼ | -6.0% | 7,895 | 0.3% | ETF |
NULG Nuveen ESG Large-Cap Growth ETF | $2,042,647 | $144,325 ▼ | -6.6% | 22,461 | 0.3% | ETF |
XOM ExxonMobil | $1,926,820 | $3,393 ▼ | -0.2% | 11,357 | 0.3% | Energy |
JNJ Johnson & Johnson | $1,918,214 | $61,113 ▲ | 3.3% | 7,847 | 0.2% | Medical |
IWF iShares Russell 1000 Growth ETF | $1,877,574 | $385,067 ▼ | -17.0% | 4,403 | 0.2% | ETF |
AVUS Avantis U.S. Equity ETF | $1,773,543 | $52,032 ▼ | -2.9% | 15,952 | 0.2% | ETF |
EA SERIES TRUST
| $1,753,317 | $712,640 ▼ | -28.9% | 37,692 | 0.2% | ALPHA ARCHITECT |
IJH iShares Core S&P Mid-Cap ETF | $1,734,976 | $327,182 ▼ | -15.9% | 25,692 | 0.2% | ETF |
ABBV AbbVie | $1,701,003 | $58,070 ▲ | 3.5% | 7,821 | 0.2% | Medical |
COMP Compass | $1,678,500 | $4,934 ▲ | 0.3% | 229,617 | 0.2% | Computer and Technology |
MA Mastercard | $1,658,875 | $50,965 ▼ | -3.0% | 3,320 | 0.2% | Business Services |
TOL Toll Brothers | $1,609,254 | $31,388 ▲ | 2.0% | 11,792 | 0.2% | Construction |
AMD Advanced Micro Devices | $1,582,707 | $17,088 ▼ | -1.1% | 7,780 | 0.2% | Computer and Technology |
AVSD Avantis Responsible International Equity ETF | $1,524,272 | $65,472 ▼ | -4.1% | 20,697 | 0.2% | ETF |
NUSC Nuveen ESG Small-Cap ETF | $1,459,407 | $10,139 ▼ | -0.7% | 32,388 | 0.2% | ETF |
LLY Eli Lilly and Company | $1,451,456 | $16,557 ▼ | -1.1% | 1,578 | 0.2% | Medical |
MU Micron Technology | $1,451,373 | $97,974 ▲ | 7.2% | 4,296 | 0.2% | Computer and Technology |
VOE Vanguard Mid-Cap Value ETF | $1,417,838 | $65,972 ▼ | -4.4% | 7,694 | 0.2% | ETF |
DMXF iShares ESG Advanced MSCI EAFE ETF | $1,368,416 | $7,922 ▼ | -0.6% | 18,137 | 0.2% | Manufacturing |
COST Costco Wholesale | $1,243,838 | $101,660 ▲ | 8.9% | 1,248 | 0.2% | Retail/Wholesale |
WALMART INC
| $1,233,710 | $18,766 ▲ | 1.5% | 9,927 | 0.2% | COM |
EA SERIES TRUST
| $1,223,155 | $778,209 ▼ | -38.9% | 23,350 | 0.2% | ALPHA ARCHITECT |
CL Colgate-Palmolive | $1,191,465 | $174,130 ▼ | -12.8% | 13,979 | 0.2% | Consumer Staples |
UNH UnitedHealth Group | $1,137,690 | $369,527 ▲ | 48.1% | 5,237 | 0.1% | Medical |
DFSV Dimensional US Small Cap Value ETF | $1,126,616 | $170,611 ▼ | -13.2% | 32,152 | 0.1% | ETF |
NUMV Nuveen ESG Mid-Cap Value ETF | $1,126,456 | $2,947 ▲ | 0.3% | 29,055 | 0.1% | ETF |
NFLX Netflix | $1,077,361 | $74,805 ▲ | 7.5% | 11,205 | 0.1% | Consumer Discretionary |
RTX RTX | $1,032,594 | $56,327 ▲ | 5.8% | 5,353 | 0.1% | Aerospace |
NUMG Nuveen ESG Mid-Cap Growth ETF | $1,012,172 | $63,140 ▼ | -5.9% | 24,639 | 0.1% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $1,002,041 | $288,863 ▼ | -22.4% | 20,085 | 0.1% | ETF |
PALANTIR TECHNOLOGIES INC
| $957,721 | $19,163 ▼ | -2.0% | 6,547 | 0.1% | CL A |
FNDX Schwab Fundamental U.S. Large Company ETF | $946,204 | $102,042 ▲ | 12.1% | 33,975 | 0.1% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $901,975 | $769 ▼ | -0.1% | 7,040 | 0.1% | ETF |
GE GE Aerospace | $895,905 | $284,919 ▲ | 46.6% | 3,157 | 0.1% | Aerospace |
IWS iShares Russell Mid-Cap Value ETF | $867,498 | $291 ▼ | 0.0% | 5,952 | 0.1% | ETF |
CVX Chevron | $862,554 | $41,586 ▼ | -4.6% | 4,169 | 0.1% | Energy |
VWO Vanguard FTSE Emerging Markets ETF | $857,503 | $15,566 ▼ | -1.8% | 15,865 | 0.1% | ETF |
ISRG Intuitive Surgical | $856,058 | $41,489 ▼ | -4.6% | 1,857 | 0.1% | Medical |
VIG Vanguard Dividend Appreciation ETF | $835,096 | $271,842 ▼ | -24.6% | 3,883 | 0.1% | ETF |
PG Procter & Gamble | $809,880 | $14,011 ▲ | 1.8% | 5,607 | 0.1% | Consumer Staples |
CSCO Cisco Systems | $774,177 | $63,933 ▲ | 9.0% | 9,978 | 0.1% | Computer and Technology |
VOT Vanguard Mid-Cap Growth ETF | $767,850 | $19,557 ▼ | -2.5% | 2,984 | 0.1% | ETF |
HD Home Depot | $758,737 | $63,146 ▼ | -7.7% | 2,307 | 0.1% | Retail/Wholesale |
CSX CSX | $756,492 | $12,479 ▼ | -1.6% | 18,429 | 0.1% | Transportation |
BAC Bank of America | $743,722 | $63,569 ▲ | 9.3% | 15,256 | 0.1% | Finance |
