IWF iShares Russell 1000 Growth ETF | $21,274,408 | $35,950 ▼ | -0.2% | 169,842 | 6.8% | ETF |
AAPL Apple | $16,825,915 | $965,430 ▼ | -5.4% | 50,525 | 5.4% | Technology |
IWD iShares Russell 1000 Value ETF | $16,745,378 | $11,405 ▼ | -0.1% | 67,541 | 5.3% | ETF |
IWR iShares Russell Mid-Cap ETF | $15,601,662 | $377,540 ▼ | -2.4% | 146,206 | 5.0% | ETF |
MSFT Microsoft | $15,416,588 | $152,843 ▼ | -1.0% | 30,058 | 4.9% | Technology |
VTI Vanguard Total Stock Market ETF | $13,274,257 | $113,769 ▼ | -0.8% | 35,470 | 4.2% | ETF |
IWN iShares Russell 2000 Value ETF | $12,500,384 | $166,932 ▼ | -1.3% | 59,682 | 4.0% | ETF |
IVW iShares S&P 500 Growth ETF | $12,318,402 | $285 ▼ | 0.0% | 86,591 | 3.9% | ETF |
VYM Vanguard High Dividend Yield ETF | $11,296,415 | $19,245 ▲ | 0.2% | 72,786 | 3.6% | ETF |
AMZN Amazon.com | $9,236,988 | $124,575 ▼ | -1.3% | 37,074 | 2.9% | Consumer Discretionary |
BRK.B Berkshire Hathaway | $7,620,627 | $261,424 ▲ | 3.6% | 15,304 | 2.4% | Finance |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $7,402,590 | $863,791 ▲ | 13.2% | 296,578 | 2.4% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $6,150,722 | $39,711 ▲ | 0.6% | 48,015 | 2.0% | ETF |
SPY SPDR S&P 500 ETF Trust | $6,100,002 | $270,721 ▲ | 4.6% | 7,999 | 1.9% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $6,094,022 | $12,160 ▼ | -0.2% | 84,698 | 1.9% | ETF |
IVE iShares S&P 500 Value ETF | $5,890,464 | $166,186 ▲ | 2.9% | 25,804 | 1.9% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $5,750,016 | $30,922 ▲ | 0.5% | 238,392 | 1.8% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $5,147,989 | $3,284 ▲ | 0.1% | 7,839 | 1.6% | ETF |
IVV iShares Core S&P 500 ETF | $5,138,088 | $62,800 ▼ | -1.2% | 6,709 | 1.6% | ETF |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $4,889,103 | $674,664 ▲ | 16.0% | 215,474 | 1.6% | ETF |
XLK Technology Select Sector SPDR Fund | $4,495,033 | $7,830 ▼ | -0.2% | 22,963 | 1.4% | ETF |
JPM JPMorgan Chase & Co. | $3,695,372 | $112,482 ▼ | -3.0% | 11,170 | 1.2% | Finance |
DVY iShares Select Dividend ETF | $3,493,980 | $70,865 ▼ | -2.0% | 22,976 | 1.1% | ETF |
VBR Vanguard Small-Cap Value ETF | $3,479,543 | $49,671 ▲ | 1.4% | 15,061 | 1.1% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $3,249,857 | $115,867 ▼ | -3.4% | 134,070 | 1.0% | ETF |
VIG Vanguard Dividend Appreciation ETF | $3,058,291 | $93,326 ▲ | 3.1% | 13,108 | 1.0% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $2,833,549 | $16,576 ▼ | -0.6% | 59,830 | 0.9% | ETF |
IYW iShares U.S. Technology ETF | $2,709,927 | $66,225 ▼ | -2.4% | 10,230 | 0.9% | ETF |
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF | $2,633,089 | $7,416 ▲ | 0.3% | 104,737 | 0.8% | ETF |
IWM iShares Russell 2000 ETF | $2,576,728 | $15,841 ▲ | 0.6% | 9,272 | 0.8% | ETF |
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF | $2,567,943 | $119,840 ▼ | -4.5% | 101,741 | 0.8% | ETF |
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF | $2,453,159 | | 0.0% | 95,677 | 0.8% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $2,393,195 | $127,941 ▲ | 5.6% | 14,927 | 0.8% | ETF |
IWO iShares Russell 2000 Growth ETF | $2,246,389 | $4,640 ▲ | 0.2% | 6,294 | 0.7% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $2,208,869 | $34,428 ▼ | -1.5% | 16,040 | 0.7% | ETF |
MUB iShares National Muni Bond ETF | $2,140,793 | $15,671 ▼ | -0.7% | 21,175 | 0.7% | ETF |
GOOG Alphabet | $2,031,582 | | 0.0% | 5,962 | 0.6% | Communication Services |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | $2,026,430 | $196,200 ▲ | 10.7% | 95,858 | 0.6% | ETF |
VIS Vanguard Industrials ETF | $1,842,933 | $40,064 ▲ | 2.2% | 5,750 | 0.6% | ETF |
DTD WisdomTree U.S. Total Dividend Fund | $1,779,558 | | 0.0% | 19,049 | 0.6% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $1,661,036 | $19,340 ▼ | -1.2% | 12,883 | 0.5% | ETF |
NVDA NVIDIA | $1,593,826 | $183,156 ▼ | -10.3% | 6,979 | 0.5% | Technology |
VCSH Vanguard Short-Term Corporate Bond ETF | $1,579,855 | $148,553 ▲ | 10.4% | 20,451 | 0.5% | ETF |
COST Costco Wholesale | $1,554,861 | $81,931 ▼ | -5.0% | 1,708 | 0.5% | Consumer Staples |
META Meta Platforms | $1,522,585 | $361,070 ▼ | -19.2% | 2,100 | 0.5% | Communication Services |
BRK.A Berkshire Hathaway | $1,494,010 | | 0.0% | 2 | 0.5% | Finance |
IWS iShares Russell Mid-Cap Value ETF | $1,487,810 | $7,233 ▼ | -0.5% | 9,256 | 0.5% | ETF |
EEM iShares MSCI Emerging Markets ETF | $1,387,244 | $1,135 ▼ | -0.1% | 20,770 | 0.4% | ETF |
VDE Vanguard Energy ETF | $1,380,724 | $17,216 ▲ | 1.3% | 8,020 | 0.4% | ETF |
IWV iShares Russell 3000 ETF | $1,376,996 | | 0.0% | 3,190 | 0.4% | ETF |
QQQ Invesco QQQ | $1,311,706 | $114,673 ▼ | -8.0% | 1,773 | 0.4% | ETF |
VGT Vanguard Information Technology ETF | $1,279,321 | $75,402 ▲ | 6.3% | 10,180 | 0.4% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $1,273,665 | $48,126 ▼ | -3.6% | 12,465 | 0.4% | ETF |
IJR iShares Core S&P Small-Cap ETF | $1,141,104 | $9,115 ▲ | 0.8% | 8,388 | 0.4% | ETF |
VGK Vanguard FTSE Europe ETF | $1,137,888 | | 0.0% | 13,109 | 0.4% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $1,101,747 | $119,062 ▲ | 12.1% | 13,575 | 0.4% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $1,039,233 | $15,681 ▼ | -1.5% | 9,941 | 0.3% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1,035,259 | $4,699 ▲ | 0.5% | 13,220 | 0.3% | ETF |
EFA iShares MSCI EAFE ETF | $1,009,207 | $4,779 ▲ | 0.5% | 9,714 | 0.3% | ETF |
ICF iShares Select U.S. REIT ETF | $938,972 | $12,706 ▼ | -1.3% | 14,928 | 0.3% | ETF |
GOOGL Alphabet | $932,457 | | 0.0% | 2,710 | 0.3% | Communication Services |
IBDX iShares iBonds Dec 2032 Term Corporate ETF | $928,419 | $5,223 ▲ | 0.6% | 38,572 | 0.3% | ETF |
IBDW iShares iBonds Dec 2031 Term Corporate ETF | $820,549 | $4,875 ▲ | 0.6% | 40,905 | 0.3% | ETF |
VO Vanguard Mid-Cap ETF | $809,922 | | 0.0% | 10,328 | 0.3% | ETF |
ETN Eaton | $788,518 | | 0.0% | 1,835 | 0.3% | Industrials |
IEFA iShares Core MSCI EAFE ETF | $717,009 | $133,694 ▲ | 22.9% | 7,401 | 0.2% | ETF |
ISHARES TR
| $712,422 | $225,909 ▲ | 46.4% | 28,808 | 0.2% | IBONDS DEC 2029 |
XSD SPDR S&P Semiconductor ETF | $662,025 | | 0.0% | 1,250 | 0.2% | ETF |
CWB SPDR Bloomberg Convertible Securities ETF | $661,212 | | 0.0% | 6,535 | 0.2% | ETF |
PFF iShares Preferred and Income Securities ETF | $603,357 | $1,062 ▲ | 0.2% | 20,453 | 0.2% | ETF |
IYC iShares U.S. Consumer Discretionary ETF | $596,167 | $5,308 ▼ | -0.9% | 6,290 | 0.2% | ETF |
JNJ Johnson & Johnson | $593,812 | | 0.0% | 2,243 | 0.2% | Healthcare |
AMD Advanced Micro Devices | $581,172 | | 0.0% | 950 | 0.2% | Technology |
BND Vanguard Total Bond Market ETF | $570,250 | | 0.0% | 8,129 | 0.2% | ETF |
EXXONMOBIL HOLDINGS CORP
| $563,421 | $563,421 ▲ | New Holding | 3,462 | 0.2% | COM SHS |
ORCL Oracle | $549,200 | | 0.0% | 4,000 | 0.2% | Technology |
FNF Fidelity National Financial | $520,229 | | 0.0% | 13,460 | 0.2% | Finance |
BIV Vanguard Intermediate-Term Bond ETF | $514,975 | $107,469 ▼ | -17.3% | 7,068 | 0.2% | ETF |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $512,289 | $77,210 ▼ | -13.1% | 6,635 | 0.2% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $499,090 | | 0.0% | 4,055 | 0.2% | ETF |
IRBO iShares Robotics and Artificial Intelligence Multisector ETF | $458,172 | | 0.0% | 5,850 | 0.1% | ETF |
V Visa | $448,085 | | 0.0% | 1,247 | 0.1% | Finance |
SBUX Starbucks | $447,814 | | 0.0% | 4,766 | 0.1% | Consumer Discretionary |
CMF iShares California Muni Bond ETF | $442,702 | | 0.0% | 8,180 | 0.1% | ETF |
XLE Energy Select Sector SPDR Fund | $436,351 | $1,292 ▲ | 0.3% | 7,095 | 0.1% | ETF |
BINC iShares Flexible Income Active ETF | $433,493 | | 0.0% | 8,535 | 0.1% | ETF |
IYY iShares Dow Jones U.S. ETF | $417,150 | $2,781 ▼ | -0.7% | 2,250 | 0.1% | ETF |
IAK iShares U.S. Insurance ETF | $413,489 | | 0.0% | 3,050 | 0.1% | ETF |
VOE Vanguard Mid-Cap Value ETF | $409,636 | $29,330 ▼ | -6.7% | 2,095 | 0.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $394,516 | $23,635 ▼ | -5.7% | 4,173 | 0.1% | ETF |
J P MORGAN EXCHANGE TRADED F
| $393,964 | | 0.0% | 7,792 | 0.1% | ULTRA SHT MUNCPL |
LLY Eli Lilly and Company | $389,363 | $1,155 ▲ | 0.3% | 337 | 0.1% | Healthcare |
BAC Bank of America | $386,453 | | 0.0% | 7,100 | 0.1% | Finance |
DIA SPDR Dow Jones Industrial Average ETF Trust | $381,413 | | 0.0% | 750 | 0.1% | ETF |
CVX Chevron | $373,705 | $11,232 ▼ | -2.9% | 1,830 | 0.1% | Energy |
MRK Merck & Co., Inc. | $369,166 | $291 ▲ | 0.1% | 2,541 | 0.1% | Healthcare |
CRM Salesforce | $366,134 | | 0.0% | 1,595 | 0.1% | Technology |
MO Altria Group | $361,212 | $33,670 ▲ | 10.3% | 5,364 | 0.1% | Consumer Staples |
GLD SPDR Gold Shares | $342,756 | | 0.0% | 900 | 0.1% | ETF |
IGV iShares Expanded Tech-Software Sector ETF | $329,024 | | 0.0% | 3,090 | 0.1% | ETF |
