VTI Vanguard Total Stock Market ETF | $4,389,590,295 | $94,763,458 ▲ | 2.2% | 15,971,439 | 11.8% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $3,068,678,008 | $90,393,276 ▲ | 3.0% | 60,371,395 | 8.2% | ETF |
DGRO iShares Core Dividend Growth ETF | $3,068,678,008 | $82,257,035 ▼ | -2.6% | 16,883,038 | 8.2% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $2,125,201,842 | $22,412,250 ▲ | 1.1% | 39,369,561 | 5.7% | ETF |
SCHF Schwab International Equity ETF | $2,072,240,129 | $51,805,925 ▼ | -2.4% | 104,770,919 | 5.6% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $2,055,712,549 | $38,218,857 ▲ | 1.9% | 45,420,074 | 5.5% | ETF |
VIG Vanguard Dividend Appreciation ETF | $1,474,958,955 | $143,250,172 ▲ | 10.8% | 7,603,273 | 4.0% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $1,342,613,790 | $152,407,202 ▲ | 12.8% | 11,002,156 | 3.6% | ETF |
SCHB Schwab US Broad Market ETF | $1,257,919,294 | $38,680,863 ▼ | -3.0% | 58,426,349 | 3.4% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $1,137,313,722 | $77,815,424 ▼ | -6.4% | 22,920,470 | 3.1% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $1,058,566,489 | $159,366,389 ▲ | 17.7% | 9,739,318 | 2.8% | Finance |
VNQ Vanguard Real Estate ETF | $775,152,304 | $2,389,984 ▲ | 0.3% | 8,561,435 | 2.1% | ETF |
SCHP Schwab U.S. TIPS ETF | $758,860,808 | $160,981,879 ▲ | 26.9% | 28,220,930 | 2.0% | ETF |
MUB iShares National Muni Bond ETF | $707,755,667 | $91,118,823 ▼ | -11.4% | 6,712,402 | 1.9% | ETF |
VXF Vanguard Extended Market ETF | $541,566,087 | $52,273,325 ▼ | -8.8% | 3,143,888 | 1.5% | ETF |
CMF iShares California Muni Bond ETF | $503,811,750 | $119,571,306 ▲ | 31.1% | 8,951,879 | 1.4% | ETF |
NVDA NVIDIA | $446,445,028 | $20,124,972 ▲ | 4.7% | 4,119,257 | 1.2% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $391,950,934 | $22,816,576 ▲ | 6.2% | 762,684 | 1.1% | ETF |
SCHD Schwab US Dividend Equity ETF | $389,331,313 | $10,766,278 ▼ | -2.7% | 13,924,582 | 1.0% | ETF |
VB Vanguard Small-Cap ETF | $322,613,210 | $29,680,794 ▼ | -8.4% | 1,454,851 | 0.9% | ETF |
AAPL Apple | $320,753,054 | $19,780,454 ▲ | 6.6% | 1,443,988 | 0.9% | Computer and Technology |
MSFT Microsoft | $278,883,988 | $23,883,063 ▲ | 9.4% | 742,918 | 0.7% | Computer and Technology |
ESGU iShares ESG Aware MSCI USA ETF | $264,992,110 | $20,895,984 ▲ | 8.6% | 2,173,670 | 0.7% | Manufacturing |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $235,168,087 | $17,262,725 ▼ | -6.8% | 2,876,322 | 0.6% | ETF |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $214,925,427 | $43,458,835 ▼ | -16.8% | 2,372,507 | 0.6% | ETF |
VV Vanguard Large-Cap ETF | $210,459,248 | $8,410,793 ▲ | 4.2% | 818,812 | 0.6% | ETF |
AMZN Amazon.com | $196,227,886 | $9,154,931 ▲ | 4.9% | 1,031,367 | 0.5% | Retail/Wholesale |
META Meta Platforms | $176,605,925 | $8,737,618 ▲ | 5.2% | 306,416 | 0.5% | Computer and Technology |
FLRN SPDR Bloomberg Barclays Investment Grade Floating Rate ETF | $175,079,790 | $20,052,540 ▲ | 12.9% | 5,680,720 | 0.5% | ETF |
SHV iShares Short Treasury Bond ETF | $169,465,301 | $88,165,526 ▲ | 108.4% | 1,534,178 | 0.5% | ETF |
ESGV Vanguard ESG US Stock ETF | $147,203,178 | $5,672,970 ▲ | 4.0% | 1,502,840 | 0.4% | ETF |
VDE Vanguard Energy ETF | $117,779,145 | $8,886,432 ▼ | -7.0% | 908,019 | 0.3% | ETF |
XLE Energy Select Sector SPDR Fund | $115,362,904 | $5,981 ▼ | 0.0% | 1,234,488 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $112,928,796 | $23,065,507 ▲ | 25.7% | 212,041 | 0.3% | Finance |
SPY SPDR S&P 500 ETF Trust | $111,693,081 | $13,605,513 ▲ | 13.9% | 199,669 | 0.3% | Finance |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $101,300,584 | $5,189,353 ▲ | 5.4% | 2,382,422 | 0.3% | ETF |
GOOGL Alphabet | $98,950,990 | $7,312,922 ▲ | 8.0% | 639,880 | 0.3% | Computer and Technology |
SCHO Schwab Short-Term U.S. Treasury ETF | $95,319,407 | $3,901,678 ▲ | 4.3% | 3,916,163 | 0.3% | ETF |
TSLA Tesla | $93,154,499 | $17,494,847 ▲ | 23.1% | 359,448 | 0.3% | Auto/Tires/Trucks |
SHY iShares 1-3 Year Treasury Bond ETF | $92,663,060 | $9,762,057 ▼ | -9.5% | 1,120,066 | 0.2% | Manufacturing |
LLY Eli Lilly and Company | $91,898,180 | $5,464,221 ▲ | 6.3% | 111,269 | 0.2% | Medical |
ESGD iShares ESG Aware MSCI EAFE ETF | $91,602,591 | $447,988 ▼ | -0.5% | 1,121,344 | 0.2% | Manufacturing |
AVGO Broadcom | $88,246,828 | $8,448,183 ▲ | 10.6% | 527,067 | 0.2% | Computer and Technology |
QQQ Invesco QQQ | $87,568,466 | $6,531,587 ▲ | 8.1% | 186,745 | 0.2% | Finance |
ESGE iShares ESG Aware MSCI EM ETF | $87,223,178 | $1,338,445 ▼ | -1.5% | 2,495,656 | 0.2% | Manufacturing |
SJNK SPDR Bloomberg Short Term High Yield Bond ETF | $82,214,300 | $7,568,757 ▲ | 10.1% | 3,267,659 | 0.2% | ETF |
GOOG Alphabet | $79,913,989 | $4,576,758 ▲ | 6.1% | 511,515 | 0.2% | Computer and Technology |
GBIL Goldman Sachs Access Treasury 0-1 Year ETF | $78,548,834 | $59,060,919 ▼ | -42.9% | 784,077 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $78,003,193 | $7,071,754 ▲ | 10.0% | 317,991 | 0.2% | Finance |
BND Vanguard Total Bond Market ETF | $71,975,051 | $4,777,261 ▲ | 7.1% | 979,919 | 0.2% | ETF |
NFLX Netflix | $68,241,612 | $1,332,585 ▲ | 2.0% | 73,179 | 0.2% | Consumer Discretionary |
V Visa | $64,513,378 | $7,164,804 ▲ | 12.5% | 184,082 | 0.2% | Business Services |
SUSC iShares ESG Aware USD Corporate Bond ETF | $60,273,145 | $5,362,649 ▲ | 9.8% | 2,613,753 | 0.2% | Manufacturing |
XOM Exxon Mobil | $56,145,307 | $6,149,632 ▲ | 12.3% | 472,087 | 0.2% | Energy |
COST Costco Wholesale | $56,023,279 | $4,308,974 ▲ | 8.3% | 59,235 | 0.2% | Retail/Wholesale |
MA Mastercard | $53,291,515 | $2,151,371 ▲ | 4.2% | 97,226 | 0.1% | Business Services |
ONEQ Fidelity NASDAQ Composite Index ETF | $47,988,003 | $4,962,755 ▲ | 11.5% | 705,032 | 0.1% | ETF |
USHY iShares Broad USD High Yield Corporate Bond ETF | $47,235,622 | $5,950,300 ▲ | 14.4% | 1,283,228 | 0.1% | ETF |
FLTR VanEck Floating Rate ETF | $46,745,003 | $4,502,498 ▲ | 10.7% | 1,829,550 | 0.1% | ETF |
WMT Walmart | $45,245,298 | $1,983,527 ▲ | 4.6% | 515,381 | 0.1% | Retail/Wholesale |
UNH UnitedHealth Group | $42,689,815 | $2,220,176 ▲ | 5.5% | 81,508 | 0.1% | Medical |
PALANTIR TECHNOLOGIES INC
| $42,665,550 | $78,998 ▲ | 0.2% | 505,516 | 0.1% | CL A |
NUDM NuShares ESG International Developed Markets Equity ETF | $42,287,564 | $4,450,369 ▼ | -9.5% | 1,327,710 | 0.1% | ETF |
JNJ Johnson & Johnson | $41,802,958 | $15,444,182 ▲ | 58.6% | 252,068 | 0.1% | Medical |
HD Home Depot | $40,209,817 | $108,848 ▲ | 0.3% | 109,716 | 0.1% | Retail/Wholesale |
IWB iShares Russell 1000 ETF | $38,836,351 | $2,649,007 ▲ | 7.3% | 126,610 | 0.1% | ETF |
PG Procter & Gamble | $38,612,741 | $1,643,701 ▲ | 4.4% | 226,574 | 0.1% | Consumer Staples |
HYLB Xtrackers USD High Yield Corporate Bond ETF | $38,475,277 | $765,296 ▲ | 2.0% | 1,064,323 | 0.1% | ETF |
T AT&T | $37,037,132 | $1,575,309 ▲ | 4.4% | 1,309,658 | 0.1% | Computer and Technology |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $35,833,989 | $1,978,435 ▼ | -5.2% | 718,116 | 0.1% | Manufacturing |
BAC Bank of America | $35,465,033 | $1,925,506 ▲ | 5.7% | 849,869 | 0.1% | Finance |
VUG Vanguard Growth ETF | $33,778,168 | $1,940,140 ▲ | 6.1% | 91,090 | 0.1% | ETF |
ABBV AbbVie | $33,695,635 | $2,456,832 ▲ | 7.9% | 160,823 | 0.1% | Medical |
ISHARES BITCOIN TRUST ETF
| $33,141,855 | $8,899,002 ▲ | 36.7% | 708,008 | 0.1% | SHS BEN INT |
BIV Vanguard Intermediate-Term Bond ETF | $32,078,772 | $3,121,682 ▲ | 10.8% | 418,947 | 0.1% | ETF |
GLD SPDR Gold Shares | $31,385,937 | $8,016,919 ▲ | 34.3% | 108,926 | 0.1% | Finance |
PM Philip Morris International | $31,000,604 | $6,005,708 ▲ | 24.0% | 195,304 | 0.1% | Consumer Staples |
GE GE Aerospace | $30,901,159 | $3,796,445 ▲ | 14.0% | 154,390 | 0.1% | Industrials |
IBM International Business Machines | $30,343,731 | $4,263,027 ▲ | 16.3% | 122,029 | 0.1% | Computer and Technology |
CVX Chevron | $29,427,147 | $4,903,604 ▲ | 20.0% | 175,905 | 0.1% | Energy |
CRM Salesforce | $28,505,467 | $1,528,847 ▲ | 5.7% | 106,221 | 0.1% | Computer and Technology |
GRAYSCALE BITCOIN TRUST ETF
| $27,543,123 | $1,285,609 ▼ | -4.5% | 422,635 | 0.1% | SHS REP COM UT |
WFC Wells Fargo & Company | $27,386,880 | $2,191,820 ▲ | 8.7% | 381,486 | 0.1% | Finance |
SGOV iShares 0-3 Month Treasury Bond ETF | $27,363,213 | $11,794,195 ▲ | 75.8% | 271,811 | 0.1% | ETF |
AMD Advanced Micro Devices | $27,102,401 | $1,714,833 ▲ | 6.8% | 263,796 | 0.1% | Computer and Technology |
INTU Intuit | $26,540,331 | $2,807,776 ▲ | 11.8% | 43,226 | 0.1% | Computer and Technology |
KO Coca-Cola | $26,017,541 | $2,977,458 ▲ | 12.9% | 363,272 | 0.1% | Consumer Staples |
ORCL Oracle | $25,615,429 | $508,209 ▲ | 2.0% | 183,216 | 0.1% | Computer and Technology |
NUEM Nuveen ESG Emerging Markets Equity ETF | $24,343,312 | $4,180,000 ▼ | -14.7% | 832,250 | 0.1% | ETF |
MCD McDonald's | $24,246,784 | $2,377,760 ▲ | 10.9% | 77,622 | 0.1% | Retail/Wholesale |
GS The Goldman Sachs Group | $24,217,582 | $1,696,230 ▲ | 7.5% | 44,331 | 0.1% | Finance |
LINDE PLC
| $24,145,297 | $2,830,160 ▲ | 13.3% | 51,854 | 0.1% | SHS |
GILD Gilead Sciences | $23,968,839 | $5,296,491 ▲ | 28.4% | 213,912 | 0.1% | Medical |
PGR Progressive | $23,674,919 | $600,547 ▲ | 2.6% | 83,654 | 0.1% | Finance |
VZ Verizon Communications | $23,463,957 | $1,151,101 ▲ | 5.2% | 517,283 | 0.1% | Computer and Technology |
CSCO Cisco Systems | $22,852,755 | $5,114,833 ▲ | 28.8% | 370,325 | 0.1% | Computer and Technology |
VRTX Vertex Pharmaceuticals | $22,753,573 | $2,866,741 ▲ | 14.4% | 46,932 | 0.1% | Medical |
BMY Bristol-Myers Squibb | $22,309,106 | $7,085,696 ▲ | 46.5% | 365,783 | 0.1% | Medical |
ISRG Intuitive Surgical | $22,131,635 | $381,358 ▲ | 1.8% | 44,686 | 0.1% | Medical |
ABT Abbott Laboratories | $21,458,658 | $3,046,440 ▲ | 16.5% | 161,769 | 0.1% | Medical |
