SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $27,265,316 | $2,673,869 ▲ | 10.9% | 364,072 | 7.6% | ETF |
VOO Vanguard S&P 500 ETF | $22,052,678 | $60,211 ▼ | -0.3% | 38,823 | 6.2% | ETF |
IEFA iShares Core MSCI EAFE ETF | $17,258,893 | $1,506,479 ▲ | 9.6% | 206,743 | 4.8% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $15,791,770 | $269,315 ▲ | 1.7% | 277,000 | 4.4% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $14,053,146 | $1,829,058 ▲ | 15.0% | 176,769 | 3.9% | ETF |
BND Vanguard Total Bond Market ETF | $11,081,757 | $1,820,207 ▼ | -14.1% | 150,506 | 3.1% | ETF |
VANGUARD INSTL INDEX FD
| $10,814,303 | $2,297,022 ▲ | 27.0% | 143,141 | 3.0% | 0-3 MO TREAS BIL |
VONE Vanguard Russell 1000 ETF | $9,980,378 | $97,459 ▼ | -1.0% | 35,535 | 2.8% | ETF |
IVV iShares Core S&P 500 ETF | $9,435,197 | $700,375 ▲ | 8.0% | 15,196 | 2.6% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $7,818,571 | $412,994 ▼ | -5.0% | 183,578 | 2.2% | ETF |
AVDV Avantis International Small Cap Value ETF | $7,581,468 | $1,210,923 ▲ | 19.0% | 95,629 | 2.1% | ETF |
VO Vanguard Mid-Cap ETF | $6,023,621 | $21,547 ▼ | -0.4% | 21,526 | 1.7% | ETF |
VB Vanguard Small-Cap ETF | $5,905,068 | $18,958 ▲ | 0.3% | 24,918 | 1.6% | ETF |
SCHF Schwab International Equity ETF | $5,498,193 | $325,798 ▼ | -5.6% | 248,787 | 1.5% | ETF |
MSFT Microsoft | $5,311,071 | $39,297 ▲ | 0.7% | 10,677 | 1.5% | Computer and Technology |
DFIC Dimensional International Core Equity 2 ETF | $5,066,800 | $11,037 ▲ | 0.2% | 162,972 | 1.4% | ETF |
SPY SPDR S&P 500 ETF Trust | $4,965,069 | $10,504 ▲ | 0.2% | 8,036 | 1.4% | Finance |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $4,932,101 | $224,548 ▲ | 4.8% | 59,480 | 1.4% | ETF |
USRT iShares Core U.S. REIT ETF | $4,712,222 | $441,506 ▲ | 10.3% | 83,314 | 1.3% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $4,256,917 | $1,061,927 ▲ | 33.2% | 71,174 | 1.2% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $3,891,097 | $427,384 ▲ | 12.3% | 167,431 | 1.1% | ETF |
VONV Vanguard Russell 1000 Value ETF | $3,748,900 | $63,993 ▼ | -1.7% | 43,996 | 1.0% | ETF |
VBR Vanguard Small-Cap Value ETF | $3,630,502 | $126,952 ▼ | -3.4% | 18,617 | 1.0% | ETF |
NVDA NVIDIA | $3,602,299 | $98,585 ▼ | -2.7% | 22,801 | 1.0% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $3,189,796 | $110,632 ▲ | 3.6% | 10,495 | 0.9% | ETF |
AAPL Apple | $3,181,946 | $18,875 ▼ | -0.6% | 15,509 | 0.9% | Computer and Technology |
SCHB Schwab US Broad Market ETF | $2,892,423 | $48,018 ▼ | -1.6% | 121,377 | 0.8% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $2,887,214 | $435,781 ▲ | 17.8% | 62,305 | 0.8% | ETF |
IJR iShares Core S&P Small-Cap ETF | $2,802,743 | $3,060 ▲ | 0.1% | 25,645 | 0.8% | ETF |
DISV Dimensional International Small Cap Value ETF | $2,778,893 | $944,815 ▲ | 51.5% | 84,439 | 0.8% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $2,655,251 | $48,611 ▼ | -1.8% | 33,429 | 0.7% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $2,651,473 | $5,768 ▲ | 0.2% | 42,752 | 0.7% | ETF |
VNQ Vanguard Real Estate ETF | $2,639,383 | $120,587 ▲ | 4.8% | 29,636 | 0.7% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $2,565,264 | $105,273 ▼ | -3.9% | 105,220 | 0.7% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $2,453,532 | $91,213 ▼ | -3.6% | 33,758 | 0.7% | ETF |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $2,445,522 | $3,394 ▼ | -0.1% | 26,660 | 0.7% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $2,432,407 | $60,737 ▼ | -2.4% | 49,179 | 0.7% | ETF |
EFA iShares MSCI EAFE ETF | $2,402,536 | $99,849 ▲ | 4.3% | 26,877 | 0.7% | Finance |
IEMG iShares Core MSCI Emerging Markets ETF | $2,402,111 | $216,949 ▲ | 9.9% | 40,015 | 0.7% | ETF |
IWV iShares Russell 3000 ETF | $2,382,237 | | 0.0% | 6,787 | 0.7% | ETF |
VTWO Vanguard Russell 2000 ETF | $2,320,656 | $49,366 ▼ | -2.1% | 26,607 | 0.6% | ETF |
SCHX Schwab US Large-Cap ETF | $2,215,902 | $1,662 ▲ | 0.1% | 90,667 | 0.6% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $2,207,165 | $376,096 ▼ | -14.6% | 43,551 | 0.6% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $2,180,238 | $55,751 ▲ | 2.6% | 21,978 | 0.6% | Finance |
VTEB Vanguard Tax-Exempt Bond ETF | $2,074,558 | $339,337 ▲ | 19.6% | 42,312 | 0.6% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $2,049,217 | $5,025 ▼ | -0.2% | 25,692 | 0.6% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $1,904,156 | $271,306 ▲ | 16.6% | 64,156 | 0.5% | ETF |
SPHY SPDR Portfolio High Yield Bond ETF | $1,900,930 | $473,977 ▲ | 33.2% | 79,871 | 0.5% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $1,806,410 | $572 ▼ | 0.0% | 18,951 | 0.5% | ETF |
JNK SPDR Bloomberg High Yield Bond ETF | $1,788,504 | $189,385 ▲ | 11.8% | 18,387 | 0.5% | Finance |
HIW Highwoods Properties | $1,783,136 | $1,150 ▲ | 0.1% | 57,354 | 0.5% | Finance |
DFUV Dimensional US Marketwide Value ETF | $1,712,025 | $254 ▲ | 0.0% | 40,493 | 0.5% | ETF |
ICE Intercontinental Exchange | $1,678,751 | $537,200 ▲ | 47.1% | 9,150 | 0.5% | Finance |
AVUV Avantis U.S. Small Cap Value ETF | $1,650,774 | $667,962 ▲ | 68.0% | 18,120 | 0.5% | ETF |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $1,615,669 | $923,249 ▲ | 133.3% | 48,114 | 0.5% | ETF |
IVE iShares S&P 500 Value ETF | $1,588,179 | | 0.0% | 8,127 | 0.4% | ETF |
IBHF iShares iBonds 2026 Term High Yield and Income ETF | $1,561,010 | $171,391 ▲ | 12.3% | 67,198 | 0.4% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $1,550,492 | $6,471 ▼ | -0.4% | 31,870 | 0.4% | Manufacturing |
SCHE Schwab Emerging Markets Equity ETF | $1,483,596 | $151 ▲ | 0.0% | 49,223 | 0.4% | ETF |
AVDE Avantis International Equity ETF | $1,457,701 | $26,644 ▲ | 1.9% | 19,696 | 0.4% | ETF |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $1,453,518 | $74,035 ▼ | -4.8% | 18,023 | 0.4% | ETF |
AMERICAN CENTY ETF TR
| $1,441,141 | $360,694 ▲ | 33.4% | 22,043 | 0.4% | AVANTIS US MID C |
SYK Stryker | $1,345,142 | $2,769 ▲ | 0.2% | 3,400 | 0.4% | Medical |
AVEM Avantis Emerging Markets Equity ETF | $1,340,506 | $514,324 ▲ | 62.3% | 19,558 | 0.4% | ETF |
FALN iShares Fallen Angels USD Bond ETF | $1,236,797 | $85,871 ▼ | -6.5% | 45,571 | 0.3% | Manufacturing |
DFAC Dimensional U.S. Core Equity 2 ETF | $1,157,202 | $1,290 ▼ | -0.1% | 32,288 | 0.3% | ETF |
QQQ Invesco QQQ | $1,151,825 | $1,103 ▲ | 0.1% | 2,088 | 0.3% | Finance |
AVTR Avantor | $1,136,374 | | 0.0% | 84,426 | 0.3% | Medical |
SHYL Xtrackers Short Duration High Yield Bond ETF | $1,115,960 | | 0.0% | 24,624 | 0.3% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $1,055,570 | $37,816 ▲ | 3.7% | 22,833 | 0.3% | Manufacturing |
RTX RTX | $1,042,729 | $2,336 ▲ | 0.2% | 7,141 | 0.3% | Aerospace |
SCHM Schwab U.S. Mid-Cap ETF | $999,955 | $421 ▲ | 0.0% | 35,649 | 0.3% | ETF |
BINC iShares Flexible Income Active ETF | $926,391 | $518,889 ▲ | 127.3% | 17,532 | 0.3% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $833,293 | $1,133 ▼ | -0.1% | 1,471 | 0.2% | ETF |
AMGN Amgen | $826,741 | $558 ▲ | 0.1% | 2,961 | 0.2% | Medical |
EFV iShares MSCI EAFE Value ETF | $803,848 | | 0.0% | 12,663 | 0.2% | ETF |
VUG Vanguard Growth ETF | $788,244 | $7,453 ▼ | -0.9% | 1,798 | 0.2% | ETF |
JBI Janus International Group | $786,976 | | 0.0% | 96,680 | 0.2% | Construction |
META Meta Platforms | $767,952 | $19,937 ▲ | 2.7% | 1,040 | 0.2% | Computer and Technology |
SHOP Shopify | $754,389 | | 0.0% | 6,540 | 0.2% | Computer and Technology |
IWM iShares Russell 2000 ETF | $719,660 | $8,632 ▼ | -1.2% | 3,335 | 0.2% | Finance |
CARR Carrier Global | $714,554 | $4,684 ▼ | -0.7% | 9,763 | 0.2% | Construction |
IWD iShares Russell 1000 Value ETF | $709,134 | | 0.0% | 3,651 | 0.2% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $676,029 | $13,108 ▲ | 2.0% | 11,501 | 0.2% | ETF |
DFAU Dimensional US Core Equity Market ETF | $631,673 | | 0.0% | 14,912 | 0.2% | ETF |
BRK.B Berkshire Hathaway | $620,329 | $2,429 ▲ | 0.4% | 1,277 | 0.2% | Finance |
MUB iShares National Muni Bond ETF | $614,656 | $17,135 ▲ | 2.9% | 5,883 | 0.2% | ETF |
DFIS Dimensional International Small Cap ETF | $608,140 | $2,715 ▼ | -0.4% | 20,380 | 0.2% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $598,354 | $2,459 ▼ | -0.4% | 26,038 | 0.2% | ETF |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $587,502 | | 0.0% | 11,613 | 0.2% | Manufacturing |
IWN iShares Russell 2000 Value ETF | $583,397 | | 0.0% | 3,698 | 0.2% | ETF |
DFAI Dimensional International Core Equity Market ETF | $555,575 | $15,107 ▼ | -2.6% | 16,071 | 0.2% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $545,099 | $2,659 ▲ | 0.5% | 5,126 | 0.2% | ETF |
FLOT iShares Floating Rate Bond ETF | $544,078 | | 0.0% | 10,664 | 0.2% | ETF |
VOE Vanguard Mid-Cap Value ETF | $540,416 | $4,769 ▼ | -0.9% | 3,286 | 0.2% | ETF |
SCHA Schwab US Small-Cap ETF | $463,522 | $380 ▲ | 0.1% | 18,321 | 0.1% | ETF |
IWO iShares Russell 2000 Growth ETF | $455,090 | $37,448 ▼ | -7.6% | 1,592 | 0.1% | ETF |
RXO RXO | $430,508 | $254,664 ▲ | 144.8% | 27,386 | 0.1% | Transportation |
PFF iShares Preferred and Income Securities ETF | $425,716 | | 0.0% | 13,876 | 0.1% | ETF |
MRK Merck & Co., Inc. | $423,198 | $1,900 ▼ | -0.4% | 5,346 | 0.1% | Medical |
