IWF iShares Russell 1000 Growth ETF | $21,124,917 | $15,861,351 â–² | 301.3% | 170,129 | 6.8% | ETF |
IWR iShares Russell Mid-Cap ETF | $16,519,731 | $1,977,924 â–¼ | -10.7% | 149,744 | 5.3% | ETF |
IWD iShares Russell 1000 Value ETF | $16,385,162 | $224,976 â–² | 1.4% | 67,587 | 5.3% | ETF |
AAPL Apple | $15,458,645 | $579 â–² | 0.0% | 53,424 | 5.0% | Technology |
IWN iShares Russell 2000 Value ETF | $13,377,853 | $98,212 â–¼ | -0.7% | 60,479 | 4.3% | ETF |
VTI Vanguard Total Stock Market ETF | $13,237,725 | $83,999 â–² | 0.6% | 35,774 | 4.3% | ETF |
IVW iShares S&P 500 Growth ETF | $11,909,112 | $2,098,016 â–² | 21.4% | 86,593 | 3.8% | ETF |
VYM Vanguard High Dividend Yield ETF | $11,482,710 | $558,949 â–² | 5.1% | 72,662 | 3.7% | ETF |
MSFT Microsoft | $11,323,210 | $7,833 â–² | 0.1% | 30,356 | 3.7% | Technology |
AMZN Amazon.com | $8,955,388 | $287,200 â–² | 3.3% | 37,574 | 2.9% | Consumer Discretionary |
BRK.B Berkshire Hathaway | $7,395,264 | $237,685 â–² | 3.3% | 14,779 | 2.4% | Finance |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $6,614,762 | $342,743 â–² | 5.5% | 261,971 | 2.1% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $6,544,095 | $620,736 â–² | 10.5% | 84,867 | 2.1% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $6,520,320 | $253,815 â–² | 4.1% | 47,705 | 2.1% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $5,742,805 | $3,972 â–² | 0.1% | 237,110 | 1.9% | ETF |
SPY SPDR S&P 500 ETF Trust | $5,708,654 | $265,866 â–² | 4.9% | 7,644 | 1.8% | ETF |
IVE iShares S&P 500 Value ETF | $5,693,684 | $3,051,420 â–² | 115.5% | 25,076 | 1.8% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $5,510,094 | $150,518 â–² | 2.8% | 7,834 | 1.8% | ETF |
IVV iShares Core S&P 500 ETF | $5,085,712 | $71,893 â–² | 1.4% | 6,791 | 1.6% | ETF |
XLK Technology Select Sector SPDR Fund | $4,382,553 | $141,557 â–² | 3.3% | 23,003 | 1.4% | ETF |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $4,301,735 | $479,967 â–² | 12.6% | 185,740 | 1.4% | ETF |
JPM JPMorgan Chase & Co. | $3,767,569 | $32,733 â–² | 0.9% | 11,510 | 1.2% | Finance |
DVY iShares Select Dividend ETF | $3,663,936 | $5,158 â–² | 0.1% | 23,442 | 1.2% | ETF |
VBR Vanguard Small-Cap Value ETF | $3,607,430 | $48,598 â–² | 1.4% | 14,846 | 1.2% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $3,364,336 | $175,740 â–¼ | -5.0% | 138,850 | 1.1% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $3,043,905 | $126,450 â–² | 4.3% | 60,180 | 1.0% | ETF |
VIG Vanguard Dividend Appreciation ETF | $3,007,006 | $24,845 â–¼ | -0.8% | 12,708 | 1.0% | ETF |
IWM iShares Russell 2000 ETF | $2,768,514 | $280,607 â–² | 11.3% | 9,215 | 0.9% | ETF |
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF | $2,706,951 | $57,602 â–² | 2.2% | 106,489 | 0.9% | ETF |
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF | $2,671,627 | $25,120 â–² | 0.9% | 104,442 | 0.9% | ETF |
IYW iShares U.S. Technology ETF | $2,643,371 | | 0.0% | 10,480 | 0.9% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $2,523,507 | $43,044 â–² | 1.7% | 14,129 | 0.8% | ETF |
IWO iShares Russell 2000 Growth ETF | $2,474,301 | $170,574 â–¼ | -6.4% | 6,281 | 0.8% | ETF |
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF | $2,453,168 | | 0.0% | 95,677 | 0.8% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $2,406,522 | $13,296 â–² | 0.6% | 16,290 | 0.8% | ETF |
MUB iShares National Muni Bond ETF | $2,295,535 | $10,009 â–² | 0.4% | 21,330 | 0.7% | ETF |
GOOG Alphabet | $2,106,567 | $8,833 â–² | 0.4% | 5,962 | 0.7% | Communication Services |
VIS Vanguard Industrials ETF | $2,027,138 | $365,786 â–¼ | -15.3% | 5,625 | 0.7% | ETF |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | $1,887,378 | $395,299 â–² | 26.5% | 86,577 | 0.6% | ETF |
DTD WisdomTree U.S. Total Dividend Fund | $1,776,259 | | 0.0% | 19,049 | 0.6% | ETF |
COST Costco Wholesale | $1,681,976 | $18,709 â–¼ | -1.1% | 1,798 | 0.5% | Consumer Staples |
VONG Vanguard Russell 1000 Growth ETF | $1,665,717 | $15,848 â–¼ | -0.9% | 13,033 | 0.5% | ETF |
NVDA NVIDIA | $1,556,968 | $800 â–¼ | -0.1% | 7,781 | 0.5% | Technology |
IWS iShares Russell Mid-Cap Value ETF | $1,530,945 | $41,150 â–² | 2.8% | 9,301 | 0.5% | ETF |
BRK.A Berkshire Hathaway | $1,497,700 | | 0.0% | 2 | 0.5% | Finance |
VCSH Vanguard Short-Term Corporate Bond ETF | $1,464,286 | $33,825 â–¼ | -2.3% | 18,528 | 0.5% | ETF |
META Meta Platforms | $1,463,545 | $54,080 â–² | 3.8% | 2,598 | 0.5% | Communication Services |
EEM iShares MSCI Emerging Markets ETF | $1,422,055 | $145,647 â–¼ | -9.3% | 20,787 | 0.5% | ETF |
QQQ Invesco QQQ | $1,419,824 | $10,310 â–¼ | -0.7% | 1,928 | 0.5% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $1,410,920 | $166,003 â–¼ | -10.5% | 12,936 | 0.5% | ETF |
IWV iShares Russell 3000 ETF | $1,360,216 | $8,528 â–¼ | -0.6% | 3,190 | 0.4% | ETF |
IJR iShares Core S&P Small-Cap ETF | $1,234,088 | $44,641 â–² | 3.8% | 8,321 | 0.4% | ETF |
VDE Vanguard Energy ETF | $1,189,030 | $75,065 â–¼ | -5.9% | 7,920 | 0.4% | ETF |
VGK Vanguard FTSE Europe ETF | $1,160,698 | $5,755 â–² | 0.5% | 13,109 | 0.4% | ETF |
VGT Vanguard Information Technology ETF | $1,145,002 | $1,003,371 â–² | 708.4% | 9,580 | 0.4% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1,087,674 | $10,331 â–¼ | -0.9% | 13,160 | 0.4% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $1,074,389 | $10,647 â–¼ | -1.0% | 10,091 | 0.3% | ETF |
ICF iShares Select U.S. REIT ETF | $1,023,242 | $69,997 â–¼ | -6.4% | 15,130 | 0.3% | ETF |
EFA iShares MSCI EAFE ETF | $1,004,331 | $58,486 â–² | 6.2% | 9,668 | 0.3% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $1,003,027 | $696,188 â–² | 226.9% | 12,108 | 0.3% | ETF |
GOOGL Alphabet | $968,473 | | 0.0% | 2,710 | 0.3% | Communication Services |
IBDX iShares iBonds Dec 2032 Term Corporate ETF | $966,165 | $5,365 â–² | 0.6% | 38,355 | 0.3% | ETF |
IBDW iShares iBonds Dec 2031 Term Corporate ETF | $847,391 | $5,022 â–² | 0.6% | 40,662 | 0.3% | ETF |
VO Vanguard Mid-Cap ETF | $832,127 | $583,810 â–² | 235.1% | 10,328 | 0.3% | ETF |
ETN Eaton | $781,931 | | 0.0% | 1,835 | 0.3% | Industrials |
XSD SPDR S&P Semiconductor ETF | $779,625 | | 0.0% | 1,250 | 0.3% | ETF |
CWB SPDR Bloomberg Convertible Securities ETF | $704,604 | | 0.0% | 6,535 | 0.2% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $655,249 | $5,753 â–² | 0.9% | 8,543 | 0.2% | ETF |
IYC iShares U.S. Consumer Discretionary ETF | $641,581 | $25,275 â–¼ | -3.8% | 6,346 | 0.2% | ETF |
FNF Fidelity National Financial | $634,774 | | 0.0% | 13,460 | 0.2% | Finance |
PFF iShares Preferred and Income Securities ETF | $622,512 | $38,448 â–¼ | -5.8% | 20,417 | 0.2% | ETF |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $610,571 | | 0.0% | 7,635 | 0.2% | ETF |
BND Vanguard Total Bond Market ETF | $596,750 | | 0.0% | 8,129 | 0.2% | ETF |
ORCL Oracle | $586,200 | | 0.0% | 4,000 | 0.2% | Technology |
IEFA iShares Core MSCI EAFE ETF | $581,509 | $581,509 â–² | New Holding | 6,021 | 0.2% | ETF |
IBM International Business Machines | $579,293 | $246,059 â–¼ | -29.8% | 2,060 | 0.2% | Technology |
JNJ Johnson & Johnson | $569,655 | | 0.0% | 2,243 | 0.2% | Healthcare |
AMD Advanced Micro Devices | $551,865 | $551,865 â–² | New Holding | 950 | 0.2% | Technology |
ISHARES TR
| $499,498 | | 0.0% | 19,673 | 0.2% | IBONDS DEC 2029 |
SBUX Starbucks | $487,038 | | 0.0% | 4,766 | 0.2% | Consumer Discretionary |
SPYG SPDR Portfolio S&P 500 Growth ETF | $482,505 | $714 â–¼ | -0.1% | 4,055 | 0.2% | ETF |
CMF iShares California Muni Bond ETF | $471,496 | $100,582 â–² | 27.1% | 8,180 | 0.2% | ETF |
BINC iShares Flexible Income Active ETF | $446,722 | $165,656 â–² | 58.9% | 8,535 | 0.1% | ETF |
IRBO iShares Robotics and Artificial Intelligence Multisector ETF | $445,536 | | 0.0% | 5,850 | 0.1% | ETF |
VOE Vanguard Mid-Cap Value ETF | $443,612 | | 0.0% | 2,245 | 0.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $437,789 | | 0.0% | 4,423 | 0.1% | ETF |
IAK iShares U.S. Insurance ETF | $428,708 | $21,084 â–¼ | -4.7% | 3,050 | 0.1% | ETF |
V Visa | $427,834 | | 0.0% | 1,247 | 0.1% | Finance |
IYY iShares Dow Jones U.S. ETF | $412,865 | | 0.0% | 2,265 | 0.1% | ETF |
BAC Bank of America | $404,558 | | 0.0% | 7,100 | 0.1% | Finance |
LLY Eli Lilly and Company | $403,503 | | 0.0% | 336 | 0.1% | Healthcare |
JMST JPMorgan Ultra-Short Municipal ETF | $397,392 | | 0.0% | 7,792 | 0.1% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $391,793 | | 0.0% | 750 | 0.1% | ETF |
XLE Energy Select Sector SPDR Fund | $375,679 | $1,381 â–² | 0.4% | 7,074 | 0.1% | ETF |
MO Altria Group | $349,965 | | 0.0% | 4,864 | 0.1% | Consumer Staples |
GLD SPDR Gold Shares | $331,542 | $73,676 â–² | 28.6% | 900 | 0.1% | ETF |
CSCO Cisco Systems | $329,006 | | 0.0% | 2,801 | 0.1% | Technology |
MRK Merck & Co., Inc. | $326,213 | $37,002 â–¼ | -10.2% | 2,539 | 0.1% | Healthcare |
INTC Intel | $323,384 | $323,384 â–² | New Holding | 2,316 | 0.1% | Technology |
XLF Financial Select Sector SPDR Fund | $316,299 | $53,610 â–¼ | -14.5% | 5,900 | 0.1% | ETF |
