SPAB SPDR Portfolio Aggregate Bond ETF | $89,082,690 | $4,625,356 ▲ | 5.5% | 3,479,793 | 15.2% | ETF |
IQLT iShares MSCI Intl Quality Factor ETF | $39,058,260 | $1,932,280 ▲ | 5.2% | 903,708 | 6.7% | ETF |
BSV Vanguard Short-Term Bond ETF | $36,990,495 | $2,043,603 ▲ | 5.8% | 470,019 | 6.3% | ETF |
QQQM Invesco NASDAQ 100 ETF | $35,611,715 | $972,668 ▼ | -2.7% | 156,811 | 6.1% | ETF |
VUG Vanguard Growth ETF | $32,948,707 | $212,185 ▲ | 0.6% | 75,157 | 5.6% | ETF |
USFR WisdomTree Floating Rate Treasury Fund | $28,721,269 | $3,328,358 ▲ | 13.1% | 570,886 | 4.9% | Finance |
DFIV Dimensional International Value ETF | $18,270,974 | $1,818,476 ▲ | 11.1% | 426,593 | 3.1% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $17,977,829 | $42,049 ▲ | 0.2% | 98,336 | 3.1% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $17,537,733 | $780,974 ▲ | 4.7% | 354,584 | 3.0% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $14,836,145 | $14,836,145 ▲ | New Holding | 260,970 | 2.5% | ETF |
REZ iShares Residential and Multisector Real Estate ETF | $14,769,796 | $10,955,402 ▼ | -42.6% | 179,376 | 2.5% | ETF |
DFLV Dimensional US Large Cap Value ETF | $14,202,303 | $502,555 ▼ | -3.4% | 457,843 | 2.4% | ETF |
DFIS Dimensional International Small Cap ETF | $12,450,972 | $104,589 ▲ | 0.8% | 417,258 | 2.1% | ETF |
IWO iShares Russell 2000 Growth ETF | $11,106,621 | $334,173 ▲ | 3.1% | 38,853 | 1.9% | ETF |
IWF iShares Russell 1000 Growth ETF | $11,070,004 | $84,915 ▲ | 0.8% | 26,073 | 1.9% | ETF |
BND Vanguard Total Bond Market ETF | $10,249,130 | $191,879 ▼ | -1.8% | 139,198 | 1.8% | ETF |
DFUV Dimensional US Marketwide Value ETF | $8,885,353 | $63,124 ▼ | -0.7% | 210,155 | 1.5% | ETF |
DFSV Dimensional US Small Cap Value ETF | $8,557,902 | $1,167,784 ▼ | -12.0% | 290,788 | 1.5% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $8,249,046 | $1,411,587 ▲ | 20.6% | 86,541 | 1.4% | ETF |
CWI SPDR MSCI ACWI ex-US ETF | $6,261,062 | $127,831 ▼ | -2.0% | 191,704 | 1.1% | ETF |
IVW iShares S&P 500 Growth ETF | $6,129,047 | $165,260 ▼ | -2.6% | 55,668 | 1.0% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $5,749,778 | $3,373 ▲ | 0.1% | 57,961 | 1.0% | Finance |
DLN WisdomTree U.S. LargeCap Dividend Fund | $5,575,041 | $441,341 ▼ | -7.3% | 67,872 | 1.0% | Finance |
SUB iShares Short-Term National Muni Bond ETF | $5,463,005 | $577,107 ▲ | 11.8% | 51,373 | 0.9% | ETF |
AAPL Apple | $4,513,628 | $7,797 ▼ | -0.2% | 21,999 | 0.8% | Computer and Technology |
VIGI Vanguard International Dividend Appreciation ETF | $4,511,519 | $451,864 ▼ | -9.1% | 50,061 | 0.8% | ETF |
VTV Vanguard Value ETF | $3,761,988 | $4,595 ▼ | -0.1% | 21,285 | 0.6% | ETF |
GWX SPDR S&P International Small Cap ETF | $3,760,983 | $266,804 ▼ | -6.6% | 101,156 | 0.6% | ETF |
DWM WisdomTree International Equity Fund | $3,653,106 | $229,833 ▼ | -5.9% | 57,475 | 0.6% | Finance |
MUB iShares National Muni Bond ETF | $3,528,081 | $88,077 ▼ | -2.4% | 33,768 | 0.6% | ETF |
IWD iShares Russell 1000 Value ETF | $3,329,048 | $962,782 ▲ | 40.7% | 17,140 | 0.6% | ETF |
EEM iShares MSCI Emerging Markets ETF | $3,320,222 | $312,741 ▼ | -8.6% | 68,827 | 0.6% | Finance |
QQQ Invesco QQQ | $3,305,004 | $2,826,162 ▲ | 590.2% | 5,991 | 0.6% | Finance |
IJT iShares S&P Small-Cap 600 Growth ETF | $3,268,905 | $36,719 ▼ | -1.1% | 24,571 | 0.6% | ETF |
IWN iShares Russell 2000 Value ETF | $3,210,096 | $278,130 ▲ | 9.5% | 20,348 | 0.5% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $3,119,513 | $2,310,472 ▲ | 285.6% | 23,212 | 0.5% | ETF |
VIG Vanguard Dividend Appreciation ETF | $3,052,055 | $5,526 ▼ | -0.2% | 14,912 | 0.5% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $3,031,756 | $3,031,756 ▲ | New Holding | 32,038 | 0.5% | Manufacturing |
IVE iShares S&P 500 Value ETF | $2,945,370 | $1,563 ▼ | -0.1% | 15,072 | 0.5% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $2,926,030 | $870,958 ▲ | 42.4% | 68,461 | 0.5% | ETF |
EFA iShares MSCI EAFE ETF | $2,813,620 | $283,186 ▼ | -9.1% | 31,476 | 0.5% | Finance |
IVV iShares Core S&P 500 ETF | $2,768,593 | $2,155,765 ▲ | 351.8% | 4,459 | 0.5% | ETF |
MSFT Microsoft | $2,724,650 | $404,868 ▲ | 17.5% | 5,478 | 0.5% | Computer and Technology |
AMZN Amazon.com | $2,523,407 | $49,143 ▼ | -1.9% | 11,502 | 0.4% | Retail/Wholesale |
NVDA NVIDIA | $2,453,457 | $446,011 ▲ | 22.2% | 15,529 | 0.4% | Computer and Technology |
PWB Invesco Large Cap Growth ETF | $2,422,121 | | 0.0% | 20,624 | 0.4% | ETF |
IEFA iShares Core MSCI EAFE ETF | $2,349,294 | $110,444 ▲ | 4.9% | 28,142 | 0.4% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $1,992,684 | $91,665 ▲ | 4.8% | 33,195 | 0.3% | ETF |
VBK Vanguard Small-Cap Growth ETF | $1,985,383 | $650,255 ▲ | 48.7% | 7,169 | 0.3% | ETF |
VBR Vanguard Small-Cap Value ETF | $1,981,073 | $233,228 ▼ | -10.5% | 10,159 | 0.3% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $1,740,624 | $8,672 ▲ | 0.5% | 25,894 | 0.3% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $1,648,196 | $33,015 ▼ | -2.0% | 18,571 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $1,637,964 | | 0.0% | 2,651 | 0.3% | Finance |
DIA SPDR Dow Jones Industrial Average ETF Trust | $1,546,682 | $1,546,682 ▲ | New Holding | 3,510 | 0.3% | Finance |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | $1,511,571 | $52,965 ▼ | -3.4% | 35,617 | 0.3% | ETF |
AOA iShares Core 80/20 Aggressive Allocation ETF | $1,471,206 | $141,950 ▲ | 10.7% | 17,640 | 0.3% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $1,404,255 | $38,096 ▼ | -2.6% | 26,024 | 0.2% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $1,393,930 | $995 ▲ | 0.1% | 14,011 | 0.2% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $1,331,253 | $36,715 ▼ | -2.7% | 23,351 | 0.2% | ETF |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $1,297,188 | $1,297,188 ▲ | New Holding | 10,687 | 0.2% | ETF |
V Visa | $1,288,382 | $351,829 ▲ | 37.6% | 3,629 | 0.2% | Business Services |
EFV iShares MSCI EAFE Value ETF | $1,207,478 | $19,870 ▼ | -1.6% | 19,021 | 0.2% | ETF |
COST Costco Wholesale | $1,131,794 | $728,784 ▲ | 180.8% | 1,143 | 0.2% | Retail/Wholesale |
VTWV Vanguard Russell 2000 Value ETF | $1,065,568 | | 0.0% | 7,661 | 0.2% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $1,035,510 | $24,024 ▼ | -2.3% | 19,784 | 0.2% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $982,903 | $4,361 ▼ | -0.4% | 13,524 | 0.2% | ETF |
VYM Vanguard High Dividend Yield ETF | $975,029 | $533 ▼ | -0.1% | 7,314 | 0.2% | ETF |
TSPA T. Rowe Price U.S. Equity Research ETF | $971,783 | $971,783 ▲ | New Holding | 24,988 | 0.2% | Manufacturing |
WMT Walmart | $924,619 | $482,648 ▲ | 109.2% | 9,456 | 0.2% | Retail/Wholesale |
META Meta Platforms | $895,597 | $65,712 ▼ | -6.8% | 1,213 | 0.2% | Computer and Technology |
VOOV Vanguard S&P 500 Value ETF | $829,947 | | 0.0% | 4,398 | 0.1% | ETF |
VDC Vanguard Consumer Staples ETF | $802,416 | $802,416 ▲ | New Holding | 3,664 | 0.1% | ETF |
JNJ Johnson & Johnson | $745,295 | $52,548 ▼ | -6.6% | 4,879 | 0.1% | Medical |
VTWO Vanguard Russell 2000 ETF | $724,186 | $262 ▲ | 0.0% | 8,303 | 0.1% | ETF |
VTI Vanguard Total Stock Market ETF | $688,980 | $176,272 ▲ | 34.4% | 2,267 | 0.1% | ETF |
GOOG Alphabet | $688,831 | $20,401 ▼ | -2.9% | 3,883 | 0.1% | Computer and Technology |
NFLX Netflix | $618,890 | $135,298 ▼ | -17.9% | 462 | 0.1% | Consumer Discretionary |
GOOGL Alphabet | $608,410 | $32,782 ▲ | 5.7% | 3,452 | 0.1% | Computer and Technology |
SPG Simon Property Group | $607,109 | $7,396 ▲ | 1.2% | 3,776 | 0.1% | Finance |
JPM JPMorgan Chase & Co. | $600,934 | $182,918 ▲ | 43.8% | 2,073 | 0.1% | Finance |
JPST JPMorgan Ultra-Short Income ETF | $575,676 | $3,497 ▲ | 0.6% | 11,359 | 0.1% | ETF |
GLD SPDR Gold Shares | $545,951 | $33,226 ▼ | -5.7% | 1,791 | 0.1% | Finance |
MA Mastercard | $539,462 | $286,027 ▲ | 112.9% | 960 | 0.1% | Business Services |
AVGO Broadcom | $536,547 | $52,111 ▲ | 10.8% | 1,946 | 0.1% | Computer and Technology |
IYW iShares U.S. Technology ETF | $525,355 | $525,355 ▲ | New Holding | 3,032 | 0.1% | Manufacturing |
LLY Eli Lilly and Company | $447,679 | $2,340 ▼ | -0.5% | 574 | 0.1% | Medical |
XOM Exxon Mobil | $442,502 | $36,758 ▼ | -7.7% | 4,105 | 0.1% | Energy |
FNDX Schwab Fundamental U.S. Large Company ETF | $439,511 | | 0.0% | 17,910 | 0.1% | ETF |
SCHX Schwab US Large-Cap ETF | $412,585 | $24 ▲ | 0.0% | 16,882 | 0.1% | ETF |
ORCL Oracle | $384,789 | $22,082 ▲ | 6.1% | 1,760 | 0.1% | Computer and Technology |
TT Trane Technologies | $356,827 | | 0.0% | 816 | 0.1% | Construction |
BRK.B Berkshire Hathaway | $352,183 | $5,343 ▼ | -1.5% | 725 | 0.1% | Finance |
HD Home Depot | $342,928 | $8,069 ▲ | 2.4% | 935 | 0.1% | Retail/Wholesale |
ISHARES BITCOIN TRUST ETF
| $338,981 | $338,981 ▲ | New Holding | 5,538 | 0.1% | SHS BEN INT |
VONV Vanguard Russell 1000 Value ETF | $326,610 | | 0.0% | 3,833 | 0.1% | ETF |
KIM Kimco Realty | $312,991 | $2,102 ▲ | 0.7% | 14,890 | 0.1% | Finance |
VOO Vanguard S&P 500 ETF | $308,699 | $46,618 ▲ | 17.8% | 543 | 0.1% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $282,107 | $10,927 ▼ | -3.7% | 3,537 | 0.0% | ETF |
IWR iShares Russell Mid-Cap ETF | $270,760 | | 0.0% | 2,944 | 0.0% | ETF |
VB Vanguard Small-Cap ETF | $270,572 | $24,404 ▲ | 9.9% | 1,142 | 0.0% | ETF |
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