IVV iShares Core S&P 500 ETF | $815,909,118 | $37,557,624 â–² | 4.8% | 1,249,076 | 6.1% | ETF |
VUG Vanguard Growth ETF | $337,679,828 | $15,911,391 â–² | 4.9% | 773,094 | 2.5% | ETF |
AAPL Apple | $324,784,448 | $19,981,140 â–² | 6.6% | 1,279,737 | 2.4% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $269,732,953 | $8,088,406 â–² | 3.1% | 1,254,222 | 2.0% | ETF |
NVDA NVIDIA | $231,676,013 | $21,391,373 â–² | 10.2% | 1,328,418 | 1.7% | Computer and Technology |
MSFT Microsoft | $207,476,867 | $31,679,506 â–² | 18.0% | 560,491 | 1.5% | Computer and Technology |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $180,972,188 | $10,574,861 â–² | 6.2% | 5,395,712 | 1.4% | ETF |
PRF Invesco RAFI US 1000 ETF | $173,939,594 | $2,074,447 â–¼ | -1.2% | 3,659,575 | 1.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $158,040,506 | $56,132,826 â–² | 55.1% | 243,012 | 1.2% | Finance |
AVUV Avantis U.S. Small Cap Value ETF | $155,799,226 | $10,802,085 â–² | 7.4% | 1,410,331 | 1.2% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $152,045,563 | $3,968,924 â–² | 2.7% | 1,510,486 | 1.1% | ETF |
GOOGL Alphabet | $135,382,365 | $24,154,174 â–² | 21.7% | 470,797 | 1.0% | Computer and Technology |
AVLV Avantis U.S. Large Cap Value ETF | $134,300,659 | $10,539,432 â–² | 8.5% | 1,666,055 | 1.0% | ETF |
AMZN Amazon.com | $128,082,248 | $27,728,640 â–² | 27.6% | 614,982 | 1.0% | Retail/Wholesale |
VOO Vanguard S&P 500 ETF | $118,125,888 | $2,580,827 â–² | 2.2% | 197,683 | 0.9% | ETF |
JPIE JPMorgan Income ETF | $114,784,956 | $9,920,943 â–² | 9.5% | 2,491,534 | 0.9% | ETF |
IWB iShares Russell 1000 ETF | $113,750,739 | $2,690,599 â–¼ | -2.3% | 319,023 | 0.8% | ETF |
BRK.B Berkshire Hathaway | $108,439,824 | $11,911,498 â–² | 12.3% | 226,293 | 0.8% | Finance |
VTI Vanguard Total Stock Market ETF | $107,420,974 | $6,164,364 â–² | 6.1% | 334,843 | 0.8% | ETF |
IWR iShares Russell Mid-Cap ETF | $106,851,152 | $16,093,891 â–² | 17.7% | 1,098,953 | 0.8% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $102,416,274 | $28,910,768 â–² | 39.3% | 3,515,835 | 0.8% | ETF |
JPM JPMorgan Chase & Co. | $102,366,447 | $8,565,346 â–² | 9.1% | 347,996 | 0.8% | Finance |
VO Vanguard Mid-Cap ETF | $102,070,007 | $3,474,875 â–² | 3.5% | 355,422 | 0.8% | ETF |
VOE Vanguard Mid-Cap Value ETF | $97,656,256 | $2,312,714 â–¼ | -2.3% | 529,934 | 0.7% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $96,922,589 | $5,910,240 â–² | 6.5% | 989,915 | 0.7% | ETF |
PIMCO ETF TR
| $94,335,621 | $35,194,297 â–² | 59.5% | 1,022,276 | 0.7% | ACTIVE BD ETF |
IWM iShares Russell 2000 ETF | $91,781,325 | $22,400,847 â–² | 32.3% | 370,086 | 0.7% | Finance |
GOOG Alphabet | $91,351,688 | $8,107,235 â–² | 9.7% | 318,454 | 0.7% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $90,797,281 | $88,046 â–¼ | -0.1% | 1,416,937 | 0.7% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $90,701,865 | $4,989,157 â–² | 5.8% | 472,602 | 0.7% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $88,931,441 | $31,364,841 â–² | 54.5% | 1,757,191 | 0.7% | ETF |
VONE Vanguard Russell 1000 ETF | $87,688,951 | $495,211 â–¼ | -0.6% | 297,130 | 0.7% | ETF |
IWF iShares Russell 1000 Growth ETF | $86,721,575 | $1,201,594 â–² | 1.4% | 203,381 | 0.6% | ETF |
AVGO Broadcom | $83,611,638 | $3,081,172 â–² | 3.8% | 270,142 | 0.6% | Computer and Technology |
HEFA iShares Currency Hedged MSCI EAFE ETF | $81,907,107 | $23,943,465 â–¼ | -22.6% | 1,927,453 | 0.6% | ETF |
SCHB Schwab US Broad Market ETF | $76,836,911 | $1,038,286 â–² | 1.4% | 3,061,232 | 0.6% | ETF |
CAT Caterpillar | $73,859,584 | $39,735,667 â–² | 116.4% | 104,253 | 0.6% | Industrials |
AVDE Avantis International Equity ETF | $73,342,406 | $18,583,271 â–² | 33.9% | 864,479 | 0.5% | ETF |
JNJ Johnson & Johnson | $66,566,053 | $1,114,889 â–² | 1.7% | 272,321 | 0.5% | Medical |
VEU Vanguard FTSE All-World ex-US ETF | $65,822,033 | $2,666,277 â–² | 4.2% | 876,458 | 0.5% | ETF |
PG Procter & Gamble | $65,698,796 | $530,383 â–¼ | -0.8% | 454,852 | 0.5% | Consumer Staples |
VYM Vanguard High Dividend Yield ETF | $64,719,749 | $13,950,882 â–² | 27.5% | 437,000 | 0.5% | Financial Services |
QQQ Invesco QQQ | $64,474,416 | $1,677,861 â–² | 2.7% | 111,706 | 0.5% | Finance |
SCHF Schwab International Equity ETF | $63,369,852 | $28,560,016 â–² | 82.0% | 2,560,398 | 0.5% | ETF |
VTV Vanguard Value ETF | $63,290,936 | $4,193,380 â–² | 7.1% | 322,584 | 0.5% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $61,928,618 | $2,180,524 â–¼ | -3.4% | 240,640 | 0.5% | ETF |
TSM Taiwan Semiconductor Manufacturing | $61,057,219 | $4,860,407 â–² | 8.6% | 180,669 | 0.5% | Computer and Technology |
XOM ExxonMobil | $60,261,398 | $4,986,310 â–² | 9.0% | 355,189 | 0.4% | Energy |
IJH iShares Core S&P Mid-Cap ETF | $58,751,818 | $818,261 â–¼ | -1.4% | 870,011 | 0.4% | ETF |
IWD iShares Russell 1000 Value ETF | $58,234,002 | $1,753,161 â–¼ | -2.9% | 272,542 | 0.4% | ETF |
LLY Eli Lilly and Company | $56,453,372 | $2,980,040 â–² | 5.6% | 61,378 | 0.4% | Medical |
IWV iShares Russell 3000 ETF | $55,544,113 | $853,675 â–¼ | -1.5% | 149,844 | 0.4% | ETF |
META Meta Platforms | $54,301,051 | $20,180,241 â–² | 59.1% | 94,910 | 0.4% | Computer and Technology |
IEI iShares 3-7 Year Treasury Bond ETF | $53,969,337 | $1,317,766 â–¼ | -2.4% | 455,053 | 0.4% | ETF |
SCHD Schwab US Dividend Equity ETF | $53,580,094 | $2,194,693 â–² | 4.3% | 1,746,418 | 0.4% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $52,718,109 | $1,207,564 â–¼ | -2.2% | 1,702,781 | 0.4% | ETF |
HD Home Depot | $51,331,976 | $5,895,332 â–² | 13.0% | 156,077 | 0.4% | Retail/Wholesale |
PRFZ Invesco RAFI US 1500 Small-Mid ETF | $50,898,377 | $823,733 â–¼ | -1.6% | 1,109,623 | 0.4% | Manufacturing |
ACWX iShares MSCI ACWI ex U.S. ETF | $50,051,779 | $579,256 â–² | 1.2% | 731,003 | 0.4% | Manufacturing |
WALMART INC
| $49,768,793 | $185,053 â–¼ | -0.4% | 400,457 | 0.4% | COM |
DGRO iShares Core Dividend Growth ETF | $49,565,426 | $624,883 â–¼ | -1.2% | 706,261 | 0.4% | ETF |
ABBV AbbVie | $48,864,745 | $1,261,441 â–² | 2.6% | 224,676 | 0.4% | Medical |
COST Costco Wholesale | $48,725,268 | $12,871,841 â–² | 35.9% | 48,900 | 0.4% | Retail/Wholesale |
SPYV SPDR Portfolio S&P 500 Value ETF | $47,850,462 | $2,380,378 â–² | 5.2% | 845,713 | 0.4% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $46,815,487 | $395,052 â–¼ | -0.8% | 866,151 | 0.3% | ETF |
KO CocaCola | $46,776,479 | $877,009 â–² | 1.9% | 615,075 | 0.3% | Consumer Staples |
IVE iShares S&P 500 Value ETF | $45,968,980 | $2,215,594 â–² | 5.1% | 217,708 | 0.3% | ETF |
AVUS Avantis U.S. Equity ETF | $45,887,931 | $1,394,199 â–² | 3.1% | 412,735 | 0.3% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $44,946,087 | $795,939 â–² | 1.8% | 587,224 | 0.3% | ETF |
V Visa | $43,923,376 | $4,318,078 â–² | 10.9% | 145,327 | 0.3% | Business Services |
SGOL abrdn Physical Gold Shares ETF | $42,555,361 | $41,351,736 â–² | 3,435.6% | 953,728 | 0.3% | ETF |
MU Micron Technology | $40,681,023 | $3,641,917 â–¼ | -8.2% | 120,415 | 0.3% | Computer and Technology |
SCHX Schwab US Large-Cap ETF | $38,496,182 | $25,293,734 â–² | 191.6% | 1,501,411 | 0.3% | ETF |
MCD McDonald's | $37,833,406 | $2,360,450 â–² | 6.7% | 121,733 | 0.3% | Retail/Wholesale |
EFV iShares MSCI EAFE Value ETF | $37,572,066 | $359,929 â–² | 1.0% | 505,340 | 0.3% | ETF |
EEM iShares MSCI Emerging Markets ETF | $37,460,708 | $25,402,891 â–² | 210.7% | 659,636 | 0.3% | Finance |
ORCL Oracle | $37,140,268 | $2,679,020 â–² | 7.8% | 252,466 | 0.3% | Computer and Technology |
SCHO Schwab Short-Term U.S. Treasury ETF | $36,920,543 | $15,622,914 â–² | 73.4% | 1,521,242 | 0.3% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $34,366,285 | $17,665,020 â–² | 105.8% | 1,042,983 | 0.3% | ETF |
GLD SPDR Gold Shares | $33,563,370 | $2,752,556 â–² | 8.9% | 78,002 | 0.3% | Finance |
ET Energy Transfer | $33,308,770 | $6,078,825 â–² | 22.3% | 1,725,843 | 0.2% | Energy |
VB Vanguard Small-Cap ETF | $33,183,868 | $391,569 â–² | 1.2% | 126,695 | 0.2% | ETF |
CSCO Cisco Systems | $33,120,874 | $549,958 â–² | 1.7% | 426,870 | 0.2% | Computer and Technology |
VTEB Vanguard Tax-Exempt Bond ETF | $32,610,567 | $2,573,976 â–² | 8.6% | 653,649 | 0.2% | ETF |
SO Southern | $32,375,462 | $103,277 â–² | 0.3% | 335,427 | 0.2% | Utilities |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $32,305,222 | $116,595 â–¼ | -0.4% | 390,395 | 0.2% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $31,938,090 | $22,542,939 â–² | 239.9% | 368,630 | 0.2% | Manufacturing |
VTWO Vanguard Russell 2000 ETF | $31,753,924 | $4,536,103 â–² | 16.7% | 317,000 | 0.2% | ETF |
ECL Ecolab | $31,274,065 | $190,736 â–² | 0.6% | 117,563 | 0.2% | Basic Materials |
MRK Merck & Co., Inc. | $31,111,094 | $244,189 â–² | 0.8% | 258,634 | 0.2% | Medical |
JEPI JPMorgan Equity Premium Income ETF | $30,882,339 | $10,902,686 â–² | 54.6% | 544,854 | 0.2% | ETF |
CVX Chevron | $30,383,861 | $1,116,025 â–² | 3.8% | 146,852 | 0.2% | Energy |
SPAB SPDR Portfolio Aggregate Bond ETF | $30,248,655 | $2,480,374 â–¼ | -7.6% | 1,180,666 | 0.2% | ETF |
PEP PepsiCo | $30,220,258 | $2,252,330 â–¼ | -6.9% | 194,605 | 0.2% | Consumer Staples |
EFA iShares MSCI EAFE ETF | $29,020,405 | $1,627,607 â–² | 5.9% | 298,779 | 0.2% | Finance |
IEFA iShares Core MSCI EAFE ETF | $28,644,277 | $2,169,011 â–² | 8.2% | 316,406 | 0.2% | ETF |
WM Waste Management | $28,426,374 | $4,389,215 â–² | 18.3% | 123,706 | 0.2% | Business Services |
BAC Bank of America | $28,420,172 | $830,992 â–² | 3.0% | 582,978 | 0.2% | Finance |
IWY iShares Russell Top 200 Growth ETF | $28,206,669 | $399,885 â–² | 1.4% | 113,353 | 0.2% | ETF |
FBND Fidelity Total Bond ETF | $28,148,194 | $1,163,539 â–² | 4.3% | 617,014 | 0.2% | ETF |
