IWF iShares Russell 1000 Growth ETF | $18,075,091 | $37,097 ▲ | 0.2% | 42,390 | 6.7% | ETF |
IWR iShares Russell Mid-Cap ETF | $16,302,883 | $1,011,680 ▼ | -5.8% | 167,673 | 6.0% | ETF |
IWD iShares Russell 1000 Value ETF | $14,243,015 | $73,716 ▲ | 0.5% | 66,659 | 5.3% | ETF |
AAPL Apple | $13,557,937 | $113,698 ▼ | -0.8% | 53,422 | 5.0% | Computer and Technology |
IWN iShares Russell 2000 Value ETF | $11,550,345 | $58,204 ▼ | -0.5% | 60,923 | 4.3% | ETF |
VTI Vanguard Total Stock Market ETF | $11,403,682 | $5,133 ▲ | 0.0% | 35,547 | 4.2% | ETF |
MSFT Microsoft | $11,229,116 | $166,206 ▼ | -1.5% | 30,335 | 4.1% | Computer and Technology |
VYM Vanguard High Dividend Yield ETF | $10,237,481 | $24,437 ▲ | 0.2% | 69,125 | 3.8% | ETF |
IVW iShares S&P 500 Growth ETF | $8,069,030 | $218,868 ▲ | 2.8% | 71,338 | 3.0% | ETF |
AMZN Amazon.com | $7,574,572 | $83,308 ▼ | -1.1% | 36,369 | 2.8% | Retail/Wholesale |
BRK.B Berkshire Hathaway | $6,854,477 | $9,584 ▼ | -0.1% | 14,304 | 2.5% | Finance |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $6,291,899 | $300,515 ▲ | 5.0% | 248,397 | 2.3% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $5,743,572 | $26,300 ▲ | 0.5% | 236,946 | 2.1% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $5,430,696 | $85,521 ▼ | -1.6% | 45,848 | 2.0% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $5,187,453 | $12,493 ▼ | -0.2% | 76,817 | 1.9% | ETF |
SPY SPDR S&P 500 ETF Trust | $4,739,947 | $51,380 ▲ | 1.1% | 7,288 | 1.7% | Finance |
MDY SPDR S&P MidCap 400 ETF Trust | $4,699,573 | $112,247 ▲ | 2.4% | 7,620 | 1.7% | ETF |
IVV iShares Core S&P 500 ETF | $4,373,241 | $1,306 ▼ | 0.0% | 6,695 | 1.6% | ETF |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $3,838,275 | $843,897 ▲ | 28.2% | 165,016 | 1.4% | ETF |
DVY iShares Select Dividend ETF | $3,544,306 | $25,134 ▼ | -0.7% | 23,409 | 1.3% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $3,541,537 | $25,331 ▼ | -0.7% | 146,103 | 1.3% | ETF |
JPM JPMorgan Chase & Co. | $3,356,366 | $29,416 ▼ | -0.9% | 11,410 | 1.2% | Finance |
VBR Vanguard Small-Cap Value ETF | $3,181,844 | $91,680 ▲ | 3.0% | 14,646 | 1.2% | ETF |
XLK Technology Select Sector SPDR Fund | $2,958,366 | $110,307 ▼ | -3.6% | 22,260 | 1.1% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $2,877,656 | $167,381 ▲ | 6.2% | 57,680 | 1.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $2,755,574 | | 0.0% | 12,813 | 1.0% | ETF |
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF | $2,651,434 | | 0.0% | 104,223 | 1.0% | ETF |
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF | $2,641,334 | $104,673 ▲ | 4.1% | 103,460 | 1.0% | ETF |
IVE iShares S&P 500 Value ETF | $2,457,085 | $441,925 ▲ | 21.9% | 11,637 | 0.9% | ETF |
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF | $2,452,202 | | 0.0% | 95,677 | 0.9% | ETF |
MUB iShares National Muni Bond ETF | $2,254,308 | $746,978 ▲ | 49.6% | 21,237 | 0.8% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $2,146,500 | | 0.0% | 16,200 | 0.8% | ETF |
IWO iShares Russell 2000 Growth ETF | $2,106,918 | $7,218 ▼ | -0.3% | 6,714 | 0.8% | ETF |
VIS Vanguard Industrials ETF | $2,073,141 | $162,354 ▲ | 8.5% | 6,640 | 0.8% | ETF |
IWM iShares Russell 2000 ETF | $2,053,587 | $159,952 ▲ | 8.4% | 8,281 | 0.8% | Finance |
IJT iShares S&P Small-Cap 600 Growth ETF | $2,009,798 | $25,759 ▲ | 1.3% | 13,888 | 0.7% | ETF |
IYW iShares U.S. Technology ETF | $1,901,282 | | 0.0% | 10,480 | 0.7% | Manufacturing |
COST Costco Wholesale | $1,811,510 | $42,846 ▼ | -2.3% | 1,818 | 0.7% | Retail/Wholesale |
GOOG Alphabet | $1,703,038 | $287 ▲ | 0.0% | 5,937 | 0.6% | Computer and Technology |
DTD WisdomTree U.S. Total Dividend Fund | $1,645,072 | $30,226 ▼ | -1.8% | 19,049 | 0.6% | Finance |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $1,575,784 | $53,623 ▼ | -3.3% | 14,458 | 0.6% | Finance |
VCSH Vanguard Short-Term Corporate Bond ETF | $1,502,625 | $4,043 ▼ | -0.3% | 18,956 | 0.6% | ETF |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | $1,498,243 | $280,915 ▲ | 23.1% | 68,444 | 0.6% | ETF |
VDE Vanguard Energy ETF | $1,456,997 | $121,128 ▲ | 9.1% | 8,420 | 0.5% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $1,443,214 | $32,908 ▲ | 2.3% | 13,157 | 0.5% | ETF |
BRK.A Berkshire Hathaway | $1,436,280 | | 0.0% | 2 | 0.5% | Finance |
META Meta Platforms | $1,431,383 | $1,144 ▲ | 0.1% | 2,502 | 0.5% | Computer and Technology |
NVDA NVIDIA | $1,357,672 | $7,325 ▲ | 0.5% | 7,785 | 0.5% | Computer and Technology |
IWS iShares Russell Mid-Cap Value ETF | $1,319,093 | $32,792 ▼ | -2.4% | 9,051 | 0.5% | ETF |
EEM iShares MSCI Emerging Markets ETF | $1,301,386 | $95,463 ▲ | 7.9% | 22,916 | 0.5% | Finance |
IWV iShares Russell 3000 ETF | $1,189,883 | | 0.0% | 3,210 | 0.4% | ETF |
QQQ Invesco QQQ | $1,120,919 | | 0.0% | 1,942 | 0.4% | Finance |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1,099,334 | $2,069 ▲ | 0.2% | 13,285 | 0.4% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $1,085,342 | $123,008 ▲ | 12.8% | 10,191 | 0.4% | ETF |
VGK Vanguard FTSE Europe ETF | $1,075,242 | $103,864 ▲ | 10.7% | 13,044 | 0.4% | ETF |
ICF iShares Select U.S. REIT ETF | $1,000,452 | | 0.0% | 16,165 | 0.4% | ETF |
IJR iShares Core S&P Small-Cap ETF | $996,967 | $36,423 ▲ | 3.8% | 8,020 | 0.4% | ETF |
IBDX iShares iBonds Dec 2032 Term Corporate ETF | $963,852 | $110,860 ▲ | 13.0% | 38,142 | 0.4% | ETF |
VO Vanguard Mid-Cap ETF | $885,089 | $21,539 ▼ | -2.4% | 3,082 | 0.3% | ETF |
EFA iShares MSCI EAFE ETF | $884,329 | $209,403 ▲ | 31.0% | 9,105 | 0.3% | Finance |
IBDW iShares iBonds Dec 2031 Term Corporate ETF | $846,015 | $28,318 ▲ | 3.5% | 40,421 | 0.3% | ETF |
VGT Vanguard Information Technology ETF | $826,799 | $31,397 ▲ | 3.9% | 1,185 | 0.3% | ETF |
GOOGL Alphabet | $779,288 | $575 ▼ | -0.1% | 2,710 | 0.3% | Computer and Technology |
IBM International Business Machines | $711,415 | $64,233 ▼ | -8.3% | 2,935 | 0.3% | Computer and Technology |
PFF iShares Preferred and Income Securities ETF | $657,276 | $515 ▲ | 0.1% | 21,678 | 0.2% | ETF |
ETN Eaton | $656,325 | | 0.0% | 1,835 | 0.2% | Industrials |
BIV Vanguard Intermediate-Term Bond ETF | $653,561 | $6,020 ▼ | -0.9% | 8,468 | 0.2% | ETF |
IYC iShares U.S. Consumer Discretionary ETF | $639,285 | | 0.0% | 6,596 | 0.2% | ETF |
FNF Fidelity National Financial | $624,275 | | 0.0% | 13,460 | 0.2% | Finance |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $607,441 | | 0.0% | 7,635 | 0.2% | ETF |
BND Vanguard Total Bond Market ETF | $598,620 | $29,456 ▲ | 5.2% | 8,129 | 0.2% | ETF |
CWB SPDR Bloomberg Convertible Securities ETF | $598,084 | | 0.0% | 6,535 | 0.2% | ETF |
ORCL Oracle | $588,440 | | 0.0% | 4,000 | 0.2% | Computer and Technology |
XOM ExxonMobil | $587,343 | | 0.0% | 3,462 | 0.2% | Energy |
JNJ Johnson & Johnson | $548,279 | | 0.0% | 2,243 | 0.2% | Medical |
ISHARES TR
| $498,711 | $498,711 ▲ | New Holding | 19,673 | 0.2% | IBONDS DEC 2029 |
AGG iShares Core U.S. Aggregate Bond ETF | $439,072 | | 0.0% | 4,423 | 0.2% | Finance |
XLE Energy Select Sector SPDR Fund | $431,773 | $2,696 ▲ | 0.6% | 7,048 | 0.2% | ETF |
SBUX Starbucks | $426,986 | | 0.0% | 4,766 | 0.2% | Retail/Wholesale |
CVX Chevron | $417,938 | | 0.0% | 2,020 | 0.2% | Energy |
VOE Vanguard Mid-Cap Value ETF | $413,709 | $28,563 ▼ | -6.5% | 2,245 | 0.2% | ETF |
IAK iShares U.S. Insurance ETF | $410,528 | $12,829 ▼ | -3.0% | 3,200 | 0.2% | ETF |
XSD SPDR S&P Semiconductor ETF | $407,650 | | 0.0% | 1,250 | 0.2% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $397,613 | | 0.0% | 4,061 | 0.1% | ETF |
JMST JPMorgan Ultra-Short Municipal ETF | $397,237 | $99,921 ▼ | -20.1% | 7,792 | 0.1% | ETF |
V Visa | $376,894 | $22,366 ▼ | -5.6% | 1,247 | 0.1% | Business Services |
CMF iShares California Muni Bond ETF | $365,895 | $127,935 ▲ | 53.8% | 6,435 | 0.1% | ETF |
IYY iShares Dow Jones U.S. ETF | $358,890 | $237,517 ▼ | -39.8% | 2,265 | 0.1% | ETF |
MCD McDonald's | $358,341 | | 0.0% | 1,153 | 0.1% | Retail/Wholesale |
WFC Wells Fargo & Company | $351,479 | $7,961 ▼ | -2.2% | 4,415 | 0.1% | Finance |
DIA SPDR Dow Jones Industrial Average ETF Trust | $347,393 | | 0.0% | 750 | 0.1% | Finance |
BAC Bank of America | $346,125 | | 0.0% | 7,100 | 0.1% | Finance |
XLF Financial Select Sector SPDR Fund | $340,653 | $24,685 ▲ | 7.8% | 6,900 | 0.1% | ETF |
MRK Merck & Co., Inc. | $340,009 | $16,958 ▼ | -4.8% | 2,827 | 0.1% | Medical |
MO Altria Group | $320,976 | | 0.0% | 4,864 | 0.1% | Consumer Staples |
LLY Eli Lilly and Company | $309,234 | $23,008 ▼ | -6.9% | 336 | 0.1% | Medical |
GLD SPDR Gold Shares | $301,203 | | 0.0% | 700 | 0.1% | Finance |
PG Procter & Gamble | $297,402 | | 0.0% | 2,059 | 0.1% | Consumer Staples |
IYJ iShares U.S. Industrials ETF | $295,080 | | 0.0% | 2,000 | 0.1% | ETF |
PCAR PACCAR | $292,215 | | 0.0% | 2,530 | 0.1% | Auto/Tires/Trucks |
