VUG Vanguard Growth ETF | $70,424,498 | $1,598,423 ▼ | -2.2% | 154,514 | 25.3% | ETF |
IVV iShares Core S&P 500 ETF | $19,752,416 | $990,545 ▼ | -4.8% | 31,068 | 7.1% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $15,072,220 | $122,178 ▼ | -0.8% | 109,053 | 5.4% | ETF |
BND Vanguard Total Bond Market ETF | $10,453,307 | $644,752 ▲ | 6.6% | 142,009 | 3.7% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $10,173,193 | $766,890 ▲ | 8.2% | 65,200 | 3.6% | Manufacturing |
IWF iShares Russell 1000 Growth ETF | $10,118,684 | $2,396,344 ▲ | 31.0% | 22,844 | 3.6% | ETF |
VOE Vanguard Mid-Cap Value ETF | $9,284,188 | $1,104,008 ▲ | 13.5% | 55,587 | 3.3% | ETF |
SCHX Schwab US Large-Cap ETF | $8,498,828 | $3,861,949 ▲ | 83.3% | 339,139 | 3.0% | ETF |
UNP Union Pacific | $8,433,975 | $2,018,761 ▲ | 31.5% | 37,408 | 3.0% | Transportation |
IWP iShares Russell Mid-Cap Growth ETF | $7,990,635 | $1,029,243 ▲ | 14.8% | 56,651 | 2.9% | ETF |
VTI Vanguard Total Stock Market ETF | $6,786,814 | $806,761 ▲ | 13.5% | 21,805 | 2.4% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $6,070,373 | $151,915 ▲ | 2.6% | 115,122 | 2.2% | ETF |
SCHD Schwab US Dividend Equity ETF | $5,634,420 | $5,634,420 ▲ | New Holding | 211,185 | 2.0% | ETF |
VTV Vanguard Value ETF | $5,548,765 | $104,801 ▲ | 1.9% | 31,344 | 2.0% | ETF |
SCHA Schwab US Small-Cap ETF | $5,286,301 | $367,781 ▲ | 7.5% | 204,578 | 1.9% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $4,995,998 | $381 ▼ | 0.0% | 52,473 | 1.8% | Manufacturing |
SLYV SPDR S&P 600 Small Cap Value ETF | $4,746,866 | $873,982 ▲ | 22.6% | 58,430 | 1.7% | ETF |
IWN iShares Russell 2000 Value ETF | $4,051,613 | $202,500 ▲ | 5.3% | 25,150 | 1.5% | ETF |
IWO iShares Russell 2000 Growth ETF | $3,827,045 | $215,370 ▲ | 6.0% | 13,114 | 1.4% | ETF |
VBR Vanguard Small-Cap Value ETF | $3,242,682 | $651,074 ▲ | 25.1% | 16,356 | 1.2% | ETF |
BRK.B Berkshire Hathaway | $3,098,061 | $780,259 ▲ | 33.7% | 6,607 | 1.1% | Finance |
AAPL Apple | $2,653,666 | $721,847 ▲ | 37.4% | 12,444 | 1.0% | Computer and Technology |
IJT iShares S&P Small-Cap 600 Growth ETF | $2,464,091 | $891,041 ▲ | 56.6% | 18,354 | 0.9% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $2,390,386 | $340,890 ▲ | 16.6% | 24,143 | 0.9% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $2,078,684 | $325,520 ▲ | 18.6% | 27,133 | 0.7% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $2,071,600 | $406,576 ▲ | 24.4% | 7,169 | 0.7% | ETF |
MORGAN STANLEY ETF TRUST
| $2,042,374 | $2,042,374 ▲ | New Holding | 39,968 | 0.7% | EATON VANCE TOTA |
NVDA NVIDIA | $1,919,065 | $1,441,452 ▲ | 301.8% | 10,696 | 0.7% | Computer and Technology |
MSFT Microsoft | $1,845,838 | $601,105 ▲ | 48.3% | 3,516 | 0.7% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $1,799,232 | $441,580 ▲ | 32.5% | 31,378 | 0.6% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $1,790,228 | $24,828 ▼ | -1.4% | 32,591 | 0.6% | ETF |
VO Vanguard Mid-Cap ETF | $1,786,291 | $12,796 ▼ | -0.7% | 6,282 | 0.6% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $1,719,396 | $23,134 ▼ | -1.3% | 21,628 | 0.6% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $1,672,635 | $1,672,635 ▲ | New Holding | 55,349 | 0.6% | ETF |
AMZN Amazon.com | $1,594,512 | $284,353 ▲ | 21.7% | 7,172 | 0.6% | Retail/Wholesale |
SPY SPDR S&P 500 ETF Trust | $1,584,480 | $759,968 ▲ | 92.2% | 2,504 | 0.6% | Finance |
VTEB Vanguard Tax-Exempt Bond ETF | $1,555,834 | $923,103 ▲ | 145.9% | 31,843 | 0.6% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $1,438,433 | $106,320 ▼ | -6.9% | 35,325 | 0.5% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $1,363,079 | $416,295 ▼ | -23.4% | 13,739 | 0.5% | Finance |
IEFA iShares Core MSCI EAFE ETF | $1,170,039 | $7,838 ▲ | 0.7% | 14,033 | 0.4% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $1,131,086 | $36,626 ▼ | -3.1% | 17,572 | 0.4% | ETF |
VV Vanguard Large-Cap ETF | $937,639 | $292 ▲ | 0.0% | 3,207 | 0.3% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $909,905 | $95,558 ▲ | 11.7% | 10,160 | 0.3% | ETF |
VBK Vanguard Small-Cap Growth ETF | $899,369 | $428,766 ▲ | 91.1% | 3,203 | 0.3% | ETF |
TSLA Tesla | $867,807 | $208,555 ▲ | 31.6% | 2,713 | 0.3% | Auto/Tires/Trucks |
SPLG SPDR Portfolio S&P 500 ETF | $759,362 | $177,763 ▼ | -19.0% | 10,201 | 0.3% | ETF |
MUB iShares National Muni Bond ETF | $735,402 | $735,402 ▲ | New Holding | 7,069 | 0.3% | ETF |
META Meta Platforms | $731,913 | $369,045 ▲ | 101.7% | 948 | 0.3% | Computer and Technology |
SCHM Schwab U.S. Mid-Cap ETF | $723,426 | $351,642 ▲ | 94.6% | 25,428 | 0.3% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $647,459 | $647,459 ▲ | New Holding | 6,447 | 0.2% | ETF |
VGT Vanguard Information Technology ETF | $644,837 | $62,962 ▼ | -8.9% | 932 | 0.2% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $625,383 | $2,379 ▲ | 0.4% | 10,252 | 0.2% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $615,061 | $160,957 ▲ | 35.4% | 4,597 | 0.2% | ETF |
BINC iShares Flexible Income Active ETF | $591,898 | $591,898 ▲ | New Holding | 11,208 | 0.2% | ETF |
GOOG Alphabet | $576,699 | $204,641 ▲ | 55.0% | 2,928 | 0.2% | Computer and Technology |
GOOGL Alphabet | $528,415 | $142,349 ▲ | 36.9% | 2,695 | 0.2% | Computer and Technology |
IWR iShares Russell Mid-Cap ETF | $515,130 | $39,066 ▲ | 8.2% | 5,525 | 0.2% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $510,348 | $28,008 ▲ | 5.8% | 8,145 | 0.2% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $498,508 | $17,583 ▲ | 3.7% | 9,895 | 0.2% | ETF |
QQQ Invesco QQQ | $435,179 | $435,179 ▲ | New Holding | 767 | 0.2% | Finance |
XLK Technology Select Sector SPDR Fund | $433,544 | $172,050 ▲ | 65.8% | 1,648 | 0.2% | ETF |
AVGO Broadcom | $429,165 | $429,165 ▲ | New Holding | 1,423 | 0.2% | Computer and Technology |
SPEM SPDR Portfolio Emerging Markets ETF | $404,667 | $404,667 ▲ | New Holding | 9,301 | 0.1% | ETF |
VYM Vanguard High Dividend Yield ETF | $401,565 | $401,565 ▲ | New Holding | 2,986 | 0.1% | ETF |
VOO Vanguard S&P 500 ETF | $375,010 | $76,165 ▲ | 25.5% | 645 | 0.1% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $374,604 | $9,915 ▼ | -2.6% | 6,272 | 0.1% | ETF |
SCHK Schwab 1000 Index ETF | $373,289 | $373,289 ▲ | New Holding | 12,231 | 0.1% | ETF |
JIRE JPMorgan International Research Enhanced Equity ETF | $371,879 | $371,879 ▲ | New Holding | 5,286 | 0.1% | ETF |
VB Vanguard Small-Cap ETF | $347,105 | $5,536 ▼ | -1.6% | 1,442 | 0.1% | ETF |
SCHF Schwab International Equity ETF | $293,832 | $34,431 ▲ | 13.3% | 13,236 | 0.1% | ETF |
SBUX Starbucks | $282,949 | $282,949 ▲ | New Holding | 3,180 | 0.1% | Retail/Wholesale |
JPM JPMorgan Chase & Co. | $268,518 | $268,518 ▲ | New Holding | 921 | 0.1% | Finance |
VGK Vanguard FTSE Europe ETF | $259,331 | $259,331 ▲ | New Holding | 3,387 | 0.1% | ETF |
ISHARES BITCOIN TRUST ETF
| $256,178 | $256,178 ▲ | New Holding | 3,911 | 0.1% | SHS BEN INT |
SCHE Schwab Emerging Markets Equity ETF | $249,627 | $249,627 ▲ | New Holding | 8,100 | 0.1% | ETF |
WMT Walmart | $246,662 | $246,662 ▲ | New Holding | 2,387 | 0.1% | Retail/Wholesale |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $230,886 | $230,886 ▲ | New Holding | 2,776 | 0.1% | ETF |
HD Home Depot | $214,858 | $214,858 ▲ | New Holding | 555 | 0.1% | Retail/Wholesale |
COST Costco Wholesale | $211,083 | $211,083 ▲ | New Holding | 218 | 0.1% | Retail/Wholesale |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $208,749 | $208,749 ▲ | New Holding | 1,531 | 0.1% | ETF |
V Visa | $208,299 | $208,299 ▲ | New Holding | 613 | 0.1% | Business Services |
PRENETICS GLOBAL LTD
| $136,970 | $136,970 ▲ | New Holding | 17,382 | 0.0% | SHS NEW |
IJK iShares S&P Mid-Cap 400 Growth ETF | $0 | $335,423 ▼ | -100.0% | 0 | 0.0% | ETF |
MLPA Global X MLP ETF | $0 | $235,992 ▼ | -100.0% | 0 | 0.0% | ETF |
XLV Health Care Select Sector SPDR Fund | $0 | $212,357 ▼ | -100.0% | 0 | 0.0% | ETF |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $0 | $204,701 ▼ | -100.0% | 0 | 0.0% | ETF |