VBK Vanguard Small-Cap Growth ETF | $21,912,449 | $318,891 â–² | 1.5% | 59,919 | 6.3% | ETF |
VTV Vanguard Value ETF | $21,366,446 | $729,199 â–² | 3.5% | 98,042 | 6.1% | ETF |
VBR Vanguard Small-Cap Value ETF | $20,073,099 | $781,706 â–² | 4.1% | 82,608 | 5.8% | ETF |
EFG iShares MSCI EAFE Growth ETF | $19,107,663 | $633,550 â–² | 3.4% | 153,573 | 5.5% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $18,925,715 | $453,645 â–² | 2.5% | 317,066 | 5.4% | ETF |
VUG Vanguard Growth ETF | $16,806,209 | $13,979,260 â–² | 494.5% | 195,103 | 4.8% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $16,472,101 | $540,253 â–² | 3.4% | 682,357 | 4.7% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $16,405,514 | $787,532 â–² | 5.0% | 350,470 | 4.7% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $16,200,051 | $851,332 â–² | 5.5% | 163,669 | 4.6% | Finance |
AVDV Avantis International Small Cap Value ETF | $14,834,479 | $216,405 â–² | 1.5% | 143,954 | 4.3% | ETF |
DFIV Dimensional International Value ETF | $13,758,787 | $281,498 â–² | 2.1% | 254,698 | 3.9% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $13,281,553 | $140,032 â–¼ | -1.0% | 172,241 | 3.8% | ETF |
SCHP Schwab U.S. TIPS ETF | $12,423,352 | $115,037 â–² | 0.9% | 468,805 | 3.6% | ETF |
DFIS Dimensional International Small Cap ETF | $9,939,355 | $208,359 â–² | 2.1% | 283,738 | 2.8% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $8,861,611 | $615,420 â–² | 7.5% | 176,420 | 2.5% | Manufacturing |
VWOB Vanguard Emerging Markets Government Bond ETF | $7,905,868 | $394,433 â–² | 5.3% | 117,576 | 2.3% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $7,393,298 | $307,953 â–² | 4.3% | 146,112 | 2.1% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $6,232,095 | $649,459 â–² | 11.6% | 52,374 | 1.8% | ETF |
EFV iShares MSCI EAFE Value ETF | $6,008,536 | $17,224 â–¼ | -0.3% | 78,491 | 1.7% | ETF |
VO Vanguard Mid-Cap ETF | $5,783,722 | $4,319,039 â–² | 294.9% | 71,785 | 1.7% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $5,783,469 | $602,371 â–² | 11.6% | 85,604 | 1.7% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $5,616,659 | $213,318 â–² | 3.9% | 116,721 | 1.6% | ETF |
VANGUARD 0-3 MONTH TREASURY BILL ETF
| $5,006,836 | $247,704 â–¼ | -4.7% | 66,157 | 1.4% | UIT EXCHANGE TRADED |
MSFT Microsoft | $4,264,629 | $47,376 â–¼ | -1.1% | 11,432 | 1.2% | Computer and Technology |
PDN Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF | $3,740,963 | $50,606 â–¼ | -1.3% | 83,163 | 1.1% | ETF |
BNDX Vanguard Total International Bond ETF | $3,159,190 | $91,872 â–² | 3.0% | 65,232 | 0.9% | ETF |
BSV Vanguard Short-Term Bond ETF | $2,908,904 | $53,603 â–¼ | -1.8% | 37,336 | 0.8% | ETF |
AAPL Apple | $2,387,770 | $84,792 â–² | 3.7% | 8,251 | 0.7% | Computer and Technology |
GAL SPDR SSgA Global Allocation ETF | $2,377,334 | $67,847 â–² | 2.9% | 44,991 | 0.7% | ETF |
AMZN Amazon.com | $2,362,902 | $153,968 â–¼ | -6.1% | 9,914 | 0.7% | Retail/Wholesale |
VTI Vanguard Total Stock Market ETF | $1,594,301 | $101,402 â–¼ | -6.0% | 4,308 | 0.5% | ETF |
COST Costco Wholesale | $1,557,957 | $2,807 â–¼ | -0.2% | 1,665 | 0.4% | Retail/Wholesale |
BRK.A Berkshire Hathaway | $1,497,700 | | 0.0% | 2 | 0.4% | Finance |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $1,391,874 | $126,376 â–¼ | -8.3% | 15,188 | 0.4% | ETF |
QQQM Invesco NASDAQ 100 ETF | $1,052,613 | $339,054 â–¼ | -24.4% | 3,474 | 0.3% | ETF |
PCAR PACCAR | $928,767 | | 0.0% | 7,732 | 0.3% | Auto/Tires/Trucks |
PCY Invesco Emerging Markets Sovereign Debt ETF | $895,801 | $13,077 â–¼ | -1.4% | 41,376 | 0.3% | ETF |
GLD SPDR Gold Shares | $869,008 | $368 â–¼ | 0.0% | 2,359 | 0.2% | Finance |
DLS WisdomTree International SmallCap Dividend Fund | $857,420 | $1,508 â–² | 0.2% | 10,232 | 0.2% | Finance |
BND Vanguard Total Bond Market ETF | $754,106 | $34,137 â–² | 4.7% | 10,272 | 0.2% | ETF |
TRV Travelers Companies | $749,702 | | 0.0% | 2,271 | 0.2% | Finance |
DFUV Dimensional US Marketwide Value ETF | $721,880 | $330 â–² | 0.0% | 13,122 | 0.2% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $673,606 | $6,641 â–² | 1.0% | 6,593 | 0.2% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $654,462 | $34,926 â–¼ | -5.1% | 7,814 | 0.2% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $582,153 | $365,885 â–² | 169.2% | 16,054 | 0.2% | ETF |
VOO Vanguard S&P 500 ETF | $568,600 | $149,885 â–¼ | -20.9% | 827 | 0.2% | ETF |
SCHF Schwab International Equity ETF | $552,781 | $217,417 â–² | 64.8% | 19,956 | 0.2% | ETF |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $546,435 | $54,039 â–² | 11.0% | 5,420 | 0.2% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $532,804 | $44 â–² | 0.0% | 12,010 | 0.2% | ETF |
JNJ Johnson & Johnson | $517,073 | $9,655 â–¼ | -1.8% | 2,035 | 0.1% | Medical |
NVDA NVIDIA | $512,304 | $16,410 â–² | 3.3% | 2,560 | 0.1% | Computer and Technology |
IEI iShares 3-7 Year Treasury Bond ETF | $488,004 | $27,601 â–¼ | -5.4% | 4,155 | 0.1% | ETF |
XOM ExxonMobil | $483,662 | $25,845 â–² | 5.6% | 3,537 | 0.1% | Energy |
SPY SPDR S&P 500 ETF Trust | $481,645 | $13,462 â–² | 2.9% | 644 | 0.1% | Finance |
VXUS Vanguard Total International Stock ETF | $467,667 | $60,275 â–¼ | -11.4% | 5,470 | 0.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $406,574 | $1,639 â–² | 0.4% | 5,706 | 0.1% | ETF |
GOOGL Alphabet | $359,730 | $715 â–¼ | -0.2% | 1,006 | 0.1% | Computer and Technology |
AVUV Avantis U.S. Small Cap Value ETF | $358,997 | $15,348 â–² | 4.5% | 2,877 | 0.1% | ETF |
SBUX Starbucks | $341,834 | $15,533 â–¼ | -4.3% | 3,345 | 0.1% | Retail/Wholesale |
VTEB Vanguard Tax-Exempt Bond ETF | $341,236 | $81,591 â–² | 31.4% | 6,746 | 0.1% | ETF |
IWF iShares Russell 1000 Growth ETF | $334,416 | $250,967 â–² | 300.7% | 2,693 | 0.1% | ETF |
DFUS Dimensional U.S. Equity ETF | $307,514 | $82 â–² | 0.0% | 3,752 | 0.1% | ETF |
SCHA Schwab US Small-Cap ETF | $297,700 | $26,052 â–¼ | -8.0% | 8,239 | 0.1% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $288,082 | $8,665 â–¼ | -2.9% | 7,813 | 0.1% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $278,355 | $280 â–² | 0.1% | 3,982 | 0.1% | ETF |
RTX RTX | $274,567 | $190 â–² | 0.1% | 1,447 | 0.1% | Aerospace |
QQQ Invesco QQQ | $261,478 | $41,247 â–¼ | -13.6% | 355 | 0.1% | Finance |
MS Morgan Stanley | $254,287 | $1,255 â–² | 0.5% | 1,216 | 0.1% | Finance |
VOOG Vanguard S&P 500 Growth ETF | $244,885 | $203,988 â–² | 498.8% | 2,964 | 0.1% | ETF |
GAM General American Investors | $244,322 | | 0.0% | 3,832 | 0.1% | Finance |
DFAS Dimensional U.S. Small Cap ETF | $241,017 | $165 â–² | 0.1% | 2,927 | 0.1% | ETF |
SCHB Schwab US Broad Market ETF | $229,614 | $3,591 â–¼ | -1.5% | 7,928 | 0.1% | ETF |
PNC The PNC Financial Services Group | $224,907 | $1,724 â–² | 0.8% | 913 | 0.1% | Finance |
BIV Vanguard Intermediate-Term Bond ETF | $223,941 | $35,597 â–¼ | -13.7% | 2,919 | 0.1% | ETF |
PG Procter & Gamble | $221,198 | $18,482 â–¼ | -7.7% | 1,508 | 0.1% | Consumer Staples |
MPC Marathon Petroleum | $212,844 | $767 â–² | 0.4% | 832 | 0.1% | Energy |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $207,779 | $154 â–² | 0.1% | 1,346 | 0.1% | ETF |
META Meta Platforms | $196,190 | | 0.0% | 348 | 0.1% | Computer and Technology |
EEM iShares MSCI Emerging Markets ETF | $189,435 | $1,368 â–¼ | -0.7% | 2,769 | 0.1% | Finance |
AVGO Broadcom | $188,699 | $14,370 â–¼ | -7.1% | 499 | 0.1% | Computer and Technology |
SPLG SPDR Portfolio S&P 500 ETF | $170,660 | $440 â–² | 0.3% | 1,941 | 0.0% | ETF |
IWD iShares Russell 1000 Value ETF | $167,605 | $485 â–² | 0.3% | 691 | 0.0% | ETF |
UNP Union Pacific | $166,219 | $816 â–² | 0.5% | 611 | 0.0% | Transportation |
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund | $165,039 | $84,808 â–² | 105.7% | 3,137 | 0.0% | ETF |
PEP PepsiCo | $162,924 | $271 â–² | 0.2% | 1,203 | 0.0% | Consumer Staples |
VYM Vanguard High Dividend Yield ETF | $161,658 | $3,322 â–¼ | -2.0% | 1,022 | 0.0% | Financial Services |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $148,023 | $744 â–² | 0.5% | 1,790 | 0.0% | ETF |
MMM 3M | $146,326 | $9,885 â–¼ | -6.3% | 903 | 0.0% | Multi-Sector Conglomerates |
IVV iShares Core S&P 500 ETF | $146,061 | $749 â–² | 0.5% | 195 | 0.0% | ETF |
SMH VanEck Semiconductor ETF | $145,714 | $17,066 â–¼ | -10.5% | 222 | 0.0% | Manufacturing |
BRK.B Berkshire Hathaway | $144,612 | $7,005 â–² | 5.1% | 289 | 0.0% | Finance |
FIDELITY WISE ORIGIN BITCOIN FUND
| $140,030 | $140,030 â–¼ | -50.0% | 2,743 | 0.0% | UIT EXCHANGE TRADED |
SHY iShares 1-3 Year Treasury Bond ETF | $139,111 | | 0.0% | 1,694 | 0.0% | Manufacturing |
MRK Merck & Co., Inc. | $136,116 | $900 â–² | 0.7% | 1,059 | 0.0% | Medical |
MCD McDonald's | $135,965 | | 0.0% | 503 | 0.0% | Retail/Wholesale |
GE GE Aerospace | $133,014 | | 0.0% | 355 | 0.0% | Aerospace |
CAT Caterpillar | $132,901 | | 0.0% | 124 | 0.0% | Industrials |
SPYX SPDR S&P Fossil Fuel Reserves Free ETF | $131,853 | $20,713 â–² | 18.6% | 2,158 | 0.0% | ETF |
XYLD Global X S&P 500 Covered Call ETF | $128,447 | | 0.0% | 3,149 | 0.0% | ETF |
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF | $128,104 | $20,566 â–² | 19.1% | 2,367 | 0.0% | ETF |
