DFUS Dimensional U.S. Equity ETF | $156,009,193 | $595,928 ▲ | 0.4% | 1,872,859 | 4.5% | ETF |
IVV iShares Core S&P 500 ETF | $114,409,360 | $5,248,326 ▲ | 4.8% | 149,063 | 3.3% | ETF |
AAPL Apple | $107,934,004 | $3,096,035 ▲ | 3.0% | 327,668 | 3.1% | Technology |
DFAT Dimensional U.S. Targeted Value ETF | $96,532,787 | $3,485,678 ▼ | -3.5% | 1,439,928 | 2.8% | ETF |
NVDA NVIDIA | $87,528,448 | $4,999,081 ▲ | 6.1% | 385,231 | 2.5% | Technology |
VWO Vanguard FTSE Emerging Markets ETF | $73,556,296 | $9,328,980 ▲ | 14.5% | 1,233,752 | 2.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $70,558,049 | $18,427,531 ▲ | 35.3% | 745,856 | 2.0% | ETF |
IEFA iShares Core MSCI EAFE ETF | $69,535,465 | $17,820,877 ▲ | 34.5% | 713,476 | 2.0% | ETF |
MSFT Microsoft | $62,136,915 | $3,712,865 ▲ | 6.4% | 122,086 | 1.8% | Technology |
DFIV Dimensional International Value ETF | $61,867,767 | $930,385 ▲ | 1.5% | 1,100,458 | 1.8% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $54,876,864 | $15,952,779 ▼ | -22.5% | 1,229,320 | 1.6% | ETF |
VOO Vanguard S&P 500 ETF | $51,325,848 | $9,327,374 ▲ | 22.2% | 73,065 | 1.5% | ETF |
DFUV Dimensional US Marketwide Value ETF | $43,620,144 | $3,273,512 ▼ | -7.0% | 788,078 | 1.2% | ETF |
DFAI Dimensional International Core Equity Market ETF | $40,038,399 | $586,182 ▼ | -1.4% | 961,306 | 1.1% | ETF |
GOOGL Alphabet | $36,340,034 | $5,576,430 ▲ | 18.1% | 106,594 | 1.0% | Communication Services |
BND Vanguard Total Bond Market ETF | $35,675,168 | $13,017,206 ▲ | 57.5% | 507,976 | 1.0% | ETF |
AMZN Amazon.com | $35,673,422 | $303,897 ▲ | 0.9% | 144,620 | 1.0% | Consumer Discretionary |
VUG Vanguard Growth ETF | $34,752,987 | $29,900,173 ▲ | 616.1% | 386,401 | 1.0% | ETF |
MGV Vanguard Mega Cap Value ETF | $34,279,725 | $936,221 ▼ | -2.7% | 210,939 | 1.0% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $30,850,310 | $3,254,014 ▲ | 11.8% | 544,097 | 0.9% | ETF |
MU Micron Technology | $28,774,328 | $8,764,582 ▲ | 43.8% | 27,016 | 0.8% | Technology |
AVGO Broadcom | $27,192,357 | $2,881,305 ▲ | 11.9% | 76,576 | 0.8% | Technology |
META Meta Platforms | $26,681,643 | $729,931 ▲ | 2.8% | 36,115 | 0.8% | Communication Services |
VT Vanguard Total World Stock ETF | $26,275,881 | $4,962,359 ▲ | 23.3% | 165,830 | 0.8% | ETF |
GOOG Alphabet | $25,521,334 | $1,970,964 ▲ | 8.4% | 75,659 | 0.7% | Communication Services |
JPM JPMorgan Chase & Co. | $25,177,031 | $5,395,581 ▲ | 27.3% | 75,159 | 0.7% | Finance |
UCON First Trust TCW Unconstrained Plus Bond ETF | $22,931,792 | $9,087,529 ▲ | 65.6% | 962,307 | 0.7% | ETF |
DISV Dimensional International Small Cap Value ETF | $22,593,230 | $325,752 ▲ | 1.5% | 520,941 | 0.6% | ETF |
PVAL Putnam Focused Large Cap Value ETF | $22,432,212 | $8,380,278 ▲ | 59.6% | 423,489 | 0.6% | ETF |
SCHX Schwab US Large-Cap ETF | $22,287,357 | $20,397,673 ▲ | 1,079.4% | 740,689 | 0.6% | ETF |
QGRW WisdomTree U.S. Quality Growth Fund | $22,260,045 | $3,191,123 ▲ | 16.7% | 323,829 | 0.6% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $21,926,157 | $10,520,164 ▲ | 92.2% | 610,586 | 0.6% | ETF |
VTV Vanguard Value ETF | $21,679,037 | $4,257,585 ▲ | 24.4% | 99,495 | 0.6% | ETF |
LLY Eli Lilly and Company | $20,462,413 | $3,890,382 ▲ | 23.5% | 17,273 | 0.6% | Healthcare |
JNJ Johnson & Johnson | $20,169,443 | $5,183,638 ▲ | 34.6% | 75,380 | 0.6% | Healthcare |
CAPITAL GROUP CORE BALANCED
| $18,681,783 | $2,821,802 ▲ | 17.8% | 502,603 | 0.5% | SHS |
RLY SPDR SSgA Multi-Asset Real Return ETF | $18,562,024 | $4,031,214 ▲ | 27.7% | 511,209 | 0.5% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $17,251,952 | $571,217 ▼ | -3.2% | 145,242 | 0.5% | ETF |
BRK.B Berkshire Hathaway | $17,162,788 | $276,293 ▼ | -1.6% | 34,165 | 0.5% | Finance |
NANO LABS LTD
| $16,820,324 | $4,546,947 ▲ | 37.0% | 7,751,301 | 0.5% | SHS NEW |
CAPITAL GROUP DIVIDEND GROWE
| $15,702,963 | $795,452 ▲ | 5.3% | 419,080 | 0.4% | SHS ETF |
CAPITAL GROUP GLOBAL EQUITY
| $15,565,205 | $1,749,269 ▲ | 12.7% | 444,212 | 0.4% | SHS |
EXXONMOBIL HOLDINGS CORP
| $15,447,073 | $15,447,073 ▲ | New Holding | 95,736 | 0.4% | COM SHS |
CGMS Capital Group U.S. Multi-Sector Income ETF | $15,407,854 | $3,445,419 ▲ | 28.8% | 586,742 | 0.4% | ETF |
VB Vanguard Small-Cap ETF | $15,139,231 | $3,823,500 ▲ | 33.8% | 52,919 | 0.4% | ETF |
IWF iShares Russell 1000 Growth ETF | $15,088,149 | $13,149,504 ▲ | 678.3% | 120,416 | 0.4% | ETF |
VTI Vanguard Total Stock Market ETF | $14,907,492 | $513,741 ▼ | -3.3% | 39,725 | 0.4% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $14,904,532 | $2,736,995 ▼ | -15.5% | 152,460 | 0.4% | ETF |
AMD Advanced Micro Devices | $14,606,136 | $38,277 ▼ | -0.3% | 24,040 | 0.4% | Technology |
BSV Vanguard Short-Term Bond ETF | $14,128,552 | $1,564,366 ▲ | 12.5% | 185,001 | 0.4% | ETF |
HDV iShares Core High Dividend ETF | $13,893,050 | $11,039,374 ▲ | 386.8% | 493,011 | 0.4% | ETF |
CGGR Capital Group Growth ETF | $13,367,646 | $1,641,387 ▲ | 14.0% | 280,068 | 0.4% | ETF |
TSLA Tesla | $13,277,387 | $215,938 ▼ | -1.6% | 37,630 | 0.4% | Consumer Discretionary |
USRT iShares Core U.S. REIT ETF | $12,639,648 | $1,961,539 ▲ | 18.4% | 203,242 | 0.4% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $12,621,920 | $3,958,696 ▲ | 45.7% | 268,894 | 0.4% | ETF |
LAM RESEARCH CORP
| $12,314,149 | $1,712,251 ▲ | 16.2% | 38,023 | 0.4% | COM NEW |
VEA Vanguard FTSE Developed Markets ETF | $12,050,063 | $840,422 ▲ | 7.5% | 169,290 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $12,027,370 | $5,958,661 ▲ | 98.2% | 15,738 | 0.3% | ETF |
V Visa | $11,576,460 | $367,344 ▲ | 3.3% | 31,640 | 0.3% | Finance |
TSPA T. Rowe Price U.S. Equity Research ETF | $11,367,945 | $11,367,945 ▲ | New Holding | 234,972 | 0.3% | ETF |
ABBV AbbVie | $11,334,276 | $1,661,121 ▲ | 17.2% | 43,048 | 0.3% | Healthcare |
CGGO Capital Group Global Growth Equity ETF | $11,317,672 | $1,685,885 ▲ | 17.5% | 282,800 | 0.3% | ETF |
DGRO iShares Core Dividend Growth ETF | $11,145,329 | $7,334,092 ▲ | 192.4% | 146,629 | 0.3% | ETF |
VBR Vanguard Small-Cap Value ETF | $11,061,051 | $3,015,782 ▲ | 37.5% | 47,486 | 0.3% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $10,897,371 | $1,527,738 ▼ | -12.3% | 84,462 | 0.3% | ETF |
CAPITAL GRP FIXED INCM ETF T
| $10,637,186 | $1,994,355 ▲ | 23.1% | 425,657 | 0.3% | CORE BOND ETF |
COWZ Pacer US Cash Cows 100 ETF | $10,530,268 | $10,482,962 ▲ | 22,160.1% | 157,379 | 0.3% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $10,506,436 | $2,642,854 ▼ | -20.1% | 135,009 | 0.3% | ETF |
CGUS Capital Group Core Equity ETF | $10,406,870 | $105,742 ▲ | 1.0% | 232,659 | 0.3% | ETF |
WALMART INC
| $10,123,067 | $1,569,537 ▲ | 18.3% | 94,785 | 0.3% | COM |
COST Costco Wholesale | $9,767,155 | $491,918 ▲ | 5.3% | 10,563 | 0.3% | Consumer Staples |
VMBS Vanguard Mortgage-Backed Securities ETF | $9,635,789 | $1,469,162 ▲ | 18.0% | 216,778 | 0.3% | ETF |
AMAT Applied Materials | $9,460,950 | $234,501 ▲ | 2.5% | 18,478 | 0.3% | Technology |
CAT Caterpillar | $9,254,917 | $2,847,985 ▲ | 44.5% | 11,195 | 0.3% | Industrials |
BNDX Vanguard Total International Bond ETF | $9,244,463 | $1,696,382 ▲ | 22.5% | 197,278 | 0.3% | ETF |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $8,984,467 | $776,007 ▼ | -8.0% | 146,853 | 0.3% | ETF |
CSCO Cisco Systems | $8,759,956 | $1,648,280 ▲ | 23.2% | 81,914 | 0.3% | Technology |
VO Vanguard Mid-Cap ETF | $8,633,687 | $7,102,828 ▲ | 464.0% | 109,231 | 0.2% | ETF |
CAPITAL GROUP NEW GEOGRAPHY
| $8,475,039 | $4,953,682 ▲ | 140.7% | 230,425 | 0.2% | SHS |
WINN Harbor Long-Term Growers ETF | $8,179,794 | $8,179,794 ▲ | New Holding | 238,339 | 0.2% | ETF |
CVX Chevron | $8,072,900 | $805,675 ▲ | 11.1% | 39,499 | 0.2% | Energy |
IEMG iShares Core MSCI Emerging Markets ETF | $7,823,390 | $5,216,740 ▼ | -40.0% | 95,535 | 0.2% | ETF |
MA Mastercard | $7,639,058 | $284,055 ▲ | 3.9% | 13,554 | 0.2% | Finance |
VBK Vanguard Small-Cap Growth ETF | $7,602,003 | $2,629,992 ▲ | 52.9% | 22,465 | 0.2% | ETF |
VYM Vanguard High Dividend Yield ETF | $7,561,480 | $3,727,461 ▲ | 97.2% | 48,325 | 0.2% | ETF |
MRK Merck & Co., Inc. | $7,366,202 | $1,394,150 ▲ | 23.3% | 49,344 | 0.2% | Healthcare |
INTC Intel | $7,187,095 | $311,620 ▲ | 4.5% | 61,995 | 0.2% | Technology |
JEPI JPMorgan Equity Premium Income ETF | $7,147,567 | $237,314 ▼ | -3.2% | 126,528 | 0.2% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $7,096,785 | $271,267 ▼ | -3.7% | 57,608 | 0.2% | ETF |
KO Coca-Cola | $6,927,904 | $789,905 ▲ | 12.9% | 79,777 | 0.2% | Consumer Staples |
CGCP Capital Group Core Plus Income ETF | $6,550,706 | $664,286 ▲ | 11.3% | 309,141 | 0.2% | ETF |
COP ConocoPhillips | $6,476,696 | $1,004,163 ▲ | 18.3% | 51,631 | 0.2% | Energy |
PG Procter & Gamble | $6,421,903 | $216,254 ▲ | 3.5% | 43,297 | 0.2% | Consumer Staples |
CAPITAL GROUP EQUITY ETF TR
| $6,410,690 | $1,280,983 ▲ | 25.0% | 205,405 | 0.2% | US SM MI CA ETF |
MUB iShares National Muni Bond ETF | $6,263,114 | $814,177 ▲ | 14.9% | 62,456 | 0.2% | ETF |
GS The Goldman Sachs Group | $6,059,066 | $373,881 ▲ | 6.6% | 6,612 | 0.2% | Finance |
BAC Bank of America | $5,980,078 | $111,295 ▲ | 1.9% | 108,807 | 0.2% | Finance |
CGDV Capital Group Dividend Value ETF | $5,924,772 | $1,188,092 ▼ | -16.7% | 120,471 | 0.2% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $5,870,228 | $2,892,748 ▲ | 97.2% | 95,606 | 0.2% | ETF |
ETN Eaton | $5,743,102 | $661,616 ▲ | 13.0% | 13,255 | 0.2% | Industrials |
