SCHB Schwab US Broad Market ETF | $23,828,734 | $1,441,381 ▼ | -5.7% | 999,947 | 19.0% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $9,555,816 | $19,778 ▼ | -0.2% | 100,981 | 7.6% | Manufacturing |
CGMU Capital Group Municipal Income ETF | $6,280,999 | $409,797 ▲ | 7.0% | 235,332 | 5.0% | ETF |
JNJ Johnson & Johnson | $5,568,654 | $7,027 ▼ | -0.1% | 36,456 | 4.5% | Medical |
DFAI Dimensional International Core Equity Market ETF | $4,188,716 | $1,320,403 ▲ | 46.0% | 121,166 | 3.3% | ETF |
DFAU Dimensional US Core Equity Market ETF | $4,085,026 | $82,433 ▲ | 2.1% | 96,436 | 3.3% | ETF |
TFLO iShares Treasury Floating Rate Bond ETF | $3,812,738 | $103,124 ▼ | -2.6% | 75,276 | 3.0% | ETF |
IWF iShares Russell 1000 Growth ETF | $3,395,366 | $2,972 ▲ | 0.1% | 7,997 | 2.7% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $3,305,236 | $191,407 ▼ | -5.5% | 135,572 | 2.6% | ETF |
DUHP Dimensional US High Profitability ETF | $3,193,213 | $470,814 ▲ | 17.3% | 89,798 | 2.6% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $3,130,150 | $466,570 ▼ | -13.0% | 17,121 | 2.5% | ETF |
JMST JPMorgan Ultra-Short Municipal ETF | $3,019,607 | $385,108 ▲ | 14.6% | 59,301 | 2.4% | ETF |
VOO Vanguard S&P 500 ETF | $2,721,504 | $44,308 ▼ | -1.6% | 4,791 | 2.2% | ETF |
AAPL Apple | $2,258,555 | $566,690 ▼ | -20.1% | 11,008 | 1.8% | Computer and Technology |
SCHG Schwab U.S. Large-Cap Growth ETF | $2,217,413 | $134,921 ▼ | -5.7% | 75,913 | 1.8% | ETF |
VIG Vanguard Dividend Appreciation ETF | $2,150,931 | $77,777 ▲ | 3.8% | 10,509 | 1.7% | ETF |
OEF iShares S&P 100 ETF | $1,972,016 | | 0.0% | 6,479 | 1.6% | ETF |
MSFT Microsoft | $1,896,169 | $30,840 ▲ | 1.7% | 3,812 | 1.5% | Computer and Technology |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $1,840,902 | $160,161 ▲ | 9.5% | 13,632 | 1.5% | ETF |
VUG Vanguard Growth ETF | $1,762,176 | $95,561 ▲ | 5.7% | 4,020 | 1.4% | ETF |
IQLT iShares MSCI Intl Quality Factor ETF | $1,627,691 | $69,800 ▲ | 4.5% | 37,661 | 1.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $1,601,395 | $55,604 ▲ | 3.6% | 2,592 | 1.3% | Finance |
IUSG iShares Core S&P U.S. Growth ETF | $1,435,107 | | 0.0% | 9,542 | 1.1% | Manufacturing |
AMZN Amazon.com | $1,370,969 | $56,603 ▲ | 4.3% | 6,249 | 1.1% | Retail/Wholesale |
RTX RTX | $1,163,633 | $70,090 ▼ | -5.7% | 7,969 | 0.9% | Aerospace |
IVW iShares S&P 500 Growth ETF | $1,071,934 | | 0.0% | 9,736 | 0.9% | ETF |
SCHX Schwab US Large-Cap ETF | $996,945 | $42,818 ▲ | 4.5% | 40,792 | 0.8% | ETF |
LLY Eli Lilly and Company | $877,751 | $16,370 ▲ | 1.9% | 1,126 | 0.7% | Medical |
JPM JPMorgan Chase & Co. | $869,150 | $66,679 ▼ | -7.1% | 2,998 | 0.7% | Finance |
AIVL WisdomTree U.S. AI Enhanced Value Fund | $861,841 | | 0.0% | 7,623 | 0.7% | Finance |
BRK.B Berkshire Hathaway | $818,037 | $9,715 ▲ | 1.2% | 1,684 | 0.7% | Finance |
PG Procter & Gamble | $753,460 | $7,170 ▲ | 1.0% | 4,729 | 0.6% | Consumer Staples |
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund | $733,528 | $200,408 ▼ | -21.5% | 14,282 | 0.6% | ETF |
USFR WisdomTree Floating Rate Treasury Fund | $724,917 | | 0.0% | 14,409 | 0.6% | Finance |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $719,449 | | 0.0% | 29,668 | 0.6% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $704,202 | | 0.0% | 25,450 | 0.6% | ETF |
GOOGL Alphabet | $693,641 | $107,500 ▼ | -13.4% | 3,936 | 0.6% | Computer and Technology |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $620,972 | | 0.0% | 25,586 | 0.5% | ETF |
IWD iShares Russell 1000 Value ETF | $607,163 | | 0.0% | 3,126 | 0.5% | ETF |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $599,511 | $1,073 ▲ | 0.2% | 25,697 | 0.5% | ETF |
GNW Genworth Financial | $597,364 | | 0.0% | 76,782 | 0.5% | Finance |
PRF Invesco RAFI US 1000 ETF | $594,644 | $79,255 ▲ | 15.4% | 14,068 | 0.5% | ETF |
BINC iShares Flexible Income Active ETF | $552,025 | $5,126 ▲ | 0.9% | 10,447 | 0.4% | ETF |
IVE iShares S&P 500 Value ETF | $525,484 | | 0.0% | 2,689 | 0.4% | ETF |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $498,099 | $1,042 ▲ | 0.2% | 19,595 | 0.4% | ETF |
PEP PepsiCo | $494,010 | $2,377 ▼ | -0.5% | 3,741 | 0.4% | Consumer Staples |
IBM International Business Machines | $468,995 | | 0.0% | 1,591 | 0.4% | Computer and Technology |
CARR Carrier Global | $464,683 | | 0.0% | 6,349 | 0.4% | Construction |
DES WisdomTree U.S. SmallCap Dividend Fund | $453,078 | | 0.0% | 14,266 | 0.4% | Finance |
VTV Vanguard Value ETF | $441,961 | | 0.0% | 2,501 | 0.4% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $409,029 | | 0.0% | 8,161 | 0.3% | Finance |
NEE NextEra Energy | $408,745 | $2,360 ▼ | -0.6% | 5,888 | 0.3% | Utilities |
ADP Automatic Data Processing | $398,761 | | 0.0% | 1,293 | 0.3% | Computer and Technology |
DLN WisdomTree U.S. LargeCap Dividend Fund | $391,233 | | 0.0% | 4,763 | 0.3% | Finance |
OTIS Otis Worldwide | $373,899 | $2,872 ▼ | -0.8% | 3,776 | 0.3% | Industrials |
GOOG Alphabet | $360,811 | $6,031 ▼ | -1.6% | 2,034 | 0.3% | Computer and Technology |
MRK Merck & Co., Inc. | $359,733 | $109,487 ▼ | -23.3% | 4,544 | 0.3% | Medical |
VTI Vanguard Total Stock Market ETF | $331,588 | $331,588 ▲ | New Holding | 1,091 | 0.3% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $326,052 | $43,251 ▼ | -11.7% | 4,101 | 0.3% | ETF |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $307,397 | $70,554 ▼ | -18.7% | 12,208 | 0.2% | ETF |
VUSB Vanguard Ultra-Short Bond ETF | $307,069 | $14,960 ▲ | 5.1% | 6,158 | 0.2% | ETF |
PFG Principal Financial Group | $303,502 | | 0.0% | 3,821 | 0.2% | Finance |
VBR Vanguard Small-Cap Value ETF | $298,130 | | 0.0% | 1,529 | 0.2% | ETF |
IBKR Interactive Brokers Group | $283,478 | $283,478 ▲ | New Holding | 5,116 | 0.2% | Finance |
IVV iShares Core S&P 500 ETF | $277,859 | $57,681 ▼ | -17.2% | 448 | 0.2% | ETF |
NVDA NVIDIA | $272,694 | $272,694 ▲ | New Holding | 1,726 | 0.2% | Computer and Technology |
MDLZ Mondelez International | $271,918 | $944 ▼ | -0.3% | 4,032 | 0.2% | Consumer Staples |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | $258,851 | $1,077 ▲ | 0.4% | 11,777 | 0.2% | ETF |
DFSU Dimensional US Sustainability Core 1 ETF | $253,193 | $2,787 ▲ | 1.1% | 6,451 | 0.2% | ETF |
BLACKROCK INC
| $249,451 | | 0.0% | 238 | 0.2% | COM |
DE Deere & Company | $242,041 | $6,102 ▼ | -2.5% | 476 | 0.2% | Industrials |
PFE Pfizer | $237,563 | $2,691 ▲ | 1.1% | 9,800 | 0.2% | Medical |
T AT&T | $231,695 | | 0.0% | 8,006 | 0.2% | Computer and Technology |
DFSI Dimensional International Sustainability Core 1 ETF | $230,800 | $230,800 ▲ | New Holding | 5,856 | 0.2% | ETF |
VOE Vanguard Mid-Cap Value ETF | $228,270 | $1,151 ▲ | 0.5% | 1,388 | 0.2% | ETF |
NEUBERGER BERMAN ETF TRUST
| $226,938 | $226,938 ▲ | New Holding | 4,455 | 0.2% | SHORT DURATION I |
ISRG Intuitive Surgical | $225,515 | $2,717 ▼ | -1.2% | 415 | 0.2% | Medical |
KVUE Kenvue | $222,151 | $1,946 ▲ | 0.9% | 10,614 | 0.2% | Consumer Staples |
MA Mastercard | $220,843 | $7,867 ▼ | -3.4% | 393 | 0.2% | Business Services |
YUM Yum! Brands | $220,788 | | 0.0% | 1,490 | 0.2% | Retail/Wholesale |
MUB iShares National Muni Bond ETF | $215,862 | $1,284,097 ▼ | -85.6% | 2,066 | 0.2% | ETF |
ARISTA NETWORKS INC
| $210,656 | $210,656 ▲ | New Holding | 2,059 | 0.2% | COM SHS |
PM Philip Morris International | $208,721 | $208,721 ▲ | New Holding | 1,146 | 0.2% | Consumer Staples |
WMT Walmart | $208,565 | $208,565 ▲ | New Holding | 2,133 | 0.2% | Retail/Wholesale |
GDDY GoDaddy | $207,969 | $207,969 ▲ | New Holding | 1,155 | 0.2% | Computer and Technology |
IDXX IDEXX Laboratories | $205,418 | $205,418 ▲ | New Holding | 383 | 0.2% | Medical |
MCD McDonald's | $205,103 | $292 ▲ | 0.1% | 702 | 0.2% | Retail/Wholesale |
REGN Regeneron Pharmaceuticals | $204,750 | $187,950 ▼ | -47.9% | 390 | 0.2% | Medical |
SPROTT PHYSICAL GOLD TR
| $202,800 | $202,800 ▲ | New Holding | 8,000 | 0.2% | UNIT |
SCHD Schwab US Dividend Equity ETF | $201,524 | $53 ▲ | 0.0% | 7,605 | 0.2% | ETF |
PGR Progressive | $200,946 | $5,070 ▼ | -2.5% | 753 | 0.2% | Finance |
VTEB Vanguard Tax-Exempt Bond ETF | $0 | $497,887 ▼ | -100.0% | 0 | 0.0% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $0 | $350,090 ▼ | -100.0% | 0 | 0.0% | Finance |
AMGN Amgen | $0 | $296,907 ▼ | -100.0% | 0 | 0.0% | Medical |
IRM Iron Mountain | $0 | $294,687 ▼ | -100.0% | 0 | 0.0% | Business Services |
HD Home Depot | $0 | $284,030 ▼ | -100.0% | 0 | 0.0% | Retail/Wholesale |
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