VTI Vanguard Total Stock Market ETF | $6,913,427,665 | $65,669,016 ▲ | 1.0% | 18,473,246 | 13.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $4,120,376,263 | $9,426,011 ▲ | 0.2% | 58,354,005 | 7.8% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $3,301,950,414 | $5,200,976 ▲ | 0.2% | 40,684,456 | 6.3% | ETF |
SCHF Schwab International Equity ETF | $3,266,416,295 | $58,346,362 ▲ | 1.8% | 118,908,493 | 6.2% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $2,836,006,718 | $76,836,639 ▲ | 2.8% | 47,816,670 | 5.4% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $2,581,828,753 | $89,732,338 ▲ | 3.6% | 15,526,995 | 4.9% | ETF |
VIG Vanguard Dividend Appreciation ETF | $2,176,134,848 | $33,735,226 ▼ | -1.5% | 9,327,225 | 4.1% | ETF |
SCHB Schwab US Broad Market ETF | $1,479,036,355 | $28,523,759 ▼ | -1.9% | 50,461,834 | 2.8% | ETF |
DGRO iShares Core Dividend Growth ETF | $1,451,932,225 | $114,542,589 ▲ | 8.6% | 19,258,950 | 2.8% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $1,397,301,422 | $126,650,887 ▲ | 10.0% | 13,674,901 | 2.7% | ETF |
MUB iShares National Muni Bond ETF | $1,090,100,240 | $629,864,932 ▲ | 136.9% | 10,782,396 | 2.1% | ETF |
NVDA NVIDIA | $1,018,806,408 | $13,747,791 ▲ | 1.4% | 4,461,014 | 1.9% | Technology |
VNQ Vanguard Real Estate ETF | $919,106,135 | $8,118,775 ▲ | 0.9% | 10,254,448 | 1.7% | ETF |
SCHP Schwab U.S. TIPS ETF | $784,421,905 | $102,486,148 ▼ | -11.6% | 31,214,560 | 1.5% | ETF |
VXF Vanguard Extended Market ETF | $779,514,549 | $19,679,746 ▼ | -2.5% | 3,365,344 | 1.5% | ETF |
VOO Vanguard S&P 500 ETF | $643,795,278 | $24,687,093 ▲ | 4.0% | 918,579 | 1.2% | ETF |
AAPL Apple | $585,005,910 | $29,833,264 ▲ | 5.4% | 1,756,669 | 1.1% | Technology |
VTEB Vanguard Tax-Exempt Bond ETF | $582,967,113 | $652,343,592 ▼ | -52.8% | 12,309,272 | 1.1% | ETF |
PWZ Invesco California AMT-Free Municipal Bond ETF | $487,189,717 | $97,142,269 ▲ | 24.9% | 21,837,280 | 0.9% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $483,885,463 | $181,806,966 ▲ | 60.2% | 9,831,074 | 0.9% | ETF |
VB Vanguard Small-Cap ETF | $481,994,053 | $5,909,711 ▼ | -1.2% | 1,694,239 | 0.9% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $469,299,183 | $10,927,236 ▲ | 2.4% | 2,813,544 | 0.9% | ETF |
MSFT Microsoft | $453,208,698 | $47,964,356 ▲ | 11.8% | 883,620 | 0.9% | Technology |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $441,674,359 | $21,493,276 ▼ | -4.6% | 5,640,076 | 0.8% | ETF |
SCHD Schwab US Dividend Equity ETF | $408,269,424 | $2,233,412 ▼ | -0.5% | 12,550,551 | 0.8% | ETF |
CMF iShares California Muni Bond ETF | $376,028,606 | $17,766,025 ▼ | -4.5% | 6,948,053 | 0.7% | ETF |
AMZN Amazon.com | $333,501,477 | $14,243,158 ▲ | 4.5% | 1,338,557 | 0.6% | Consumer Discretionary |
GOOGL Alphabet | $305,900,766 | $4,928,600 ▲ | 1.6% | 889,040 | 0.6% | Communication Services |
VV Vanguard Large-Cap ETF | $260,565,332 | $2,268,729 ▲ | 0.9% | 740,558 | 0.5% | ETF |
META Meta Platforms | $255,491,792 | $11,453,493 ▲ | 4.7% | 352,315 | 0.5% | Communication Services |
ESGV Vanguard ESG U.S. Stock ETF | $255,469,306 | $8,924,244 ▲ | 3.6% | 1,884,965 | 0.5% | ETF |
AVGO Broadcom | $230,560,968 | $720,291 ▲ | 0.3% | 656,513 | 0.4% | Technology |
GOOG Alphabet | $228,460,718 | $5,216,729 ▲ | 2.3% | 670,484 | 0.4% | Communication Services |
ISHARES TR
| $220,651,142 | $14,729,044 ▼ | -6.3% | 2,000,101 | 0.4% | TRUST ISHARE 0-1 |
AMD Advanced Micro Devices | $206,987,161 | $3,663,219 ▲ | 1.8% | 338,347 | 0.4% | Technology |
MU Micron Technology | $206,438,509 | $10,599,972 ▲ | 5.4% | 193,819 | 0.4% | Technology |
SPY SPDR S&P 500 ETF Trust | $183,130,666 | $5,445,950 ▲ | 3.1% | 240,130 | 0.3% | ETF |
VWOB Vanguard Emerging Markets Government Bond ETF | $168,922,267 | $664,191 ▼ | -0.4% | 2,675,784 | 0.3% | ETF |
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF | $157,925,133 | $1,642,631 ▲ | 1.1% | 5,120,789 | 0.3% | ETF |
TSLA Tesla | $149,876,254 | $1,202,095 ▲ | 0.8% | 422,413 | 0.3% | Consumer Discretionary |
XLE Energy Select Sector SPDR Fund | $145,718,531 | $2,586,998 ▼ | -1.7% | 2,369,407 | 0.3% | ETF |
LLY Eli Lilly and Company | $144,556,022 | $3,030,386 ▲ | 2.1% | 124,932 | 0.3% | Healthcare |
ISHARES TR
| $141,640,752 | $24,128,163 ▲ | 20.5% | 1,406,841 | 0.3% | 0-3 MTH TREASURY |
ESGE iShares ESG Aware MSCI EM ETF | $137,579,745 | $1,262,741 ▲ | 0.9% | 2,540,246 | 0.3% | ETF |
QQQ Invesco QQQ | $135,929,039 | $520,798 ▲ | 0.4% | 183,745 | 0.3% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $134,706,470 | $2,405,187 ▲ | 1.8% | 1,307,195 | 0.3% | ETF |
VDE Vanguard Energy ETF | $134,464,707 | $2,792,435 ▼ | -2.0% | 781,045 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $125,787,190 | $2,418,036 ▲ | 2.0% | 380,217 | 0.2% | Finance |
BND Vanguard Total Bond Market ETF | $123,957,084 | $4,938,981 ▼ | -3.8% | 1,767,029 | 0.2% | ETF |
BRK.B Berkshire Hathaway | $112,759,284 | $6,894,616 ▲ | 6.5% | 226,447 | 0.2% | Finance |
FLTR VanEck IG Floating Rate ETF | $106,388,480 | $10,169,568 ▼ | -8.7% | 4,157,424 | 0.2% | ETF |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $106,176,840 | $4,432,643 ▼ | -4.0% | 2,573,984 | 0.2% | ETF |
PALANTIR TECHNOLOGIES INC
| $104,281,123 | $4,226,395 ▲ | 4.2% | 557,504 | 0.2% | CL A |
QQQM Invesco NASDAQ 100 ETF | $95,840,049 | $6,309,399 ▲ | 7.0% | 314,601 | 0.2% | ETF |
JNJ Johnson & Johnson | $92,625,378 | $3,359,815 ▲ | 3.8% | 349,873 | 0.2% | Healthcare |
SJNK SPDR Bloomberg Short Term High Yield Bond ETF | $91,555,657 | $817,904 ▼ | -0.9% | 3,775,491 | 0.2% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $89,501,726 | $15,542,898 ▲ | 21.0% | 1,102,238 | 0.2% | ETF |
EXXONMOBIL HOLDINGS CORP
| $87,389,101 | $87,389,101 ▲ | New Holding | 536,953 | 0.2% | COM SHS |
INTC Intel | $87,107,634 | $5,150,655 ▲ | 6.3% | 724,508 | 0.2% | Technology |
SUSC iShares ESG Aware USD Corporate Bond ETF | $85,429,519 | $12,883,098 ▼ | -13.1% | 3,892,892 | 0.2% | ETF |
GBIL Goldman Sachs Access Treasury 0-1 Year ETF | $77,015,824 | $6,341,968 ▲ | 9.0% | 769,312 | 0.1% | ETF |
ONEQ Fidelity NASDAQ Composite Index ETF | $76,129,654 | $853,388 ▲ | 1.1% | 719,290 | 0.1% | ETF |
V Visa | $74,560,944 | $2,819,302 ▲ | 3.9% | 207,500 | 0.1% | Finance |
SMH VanEck Semiconductor ETF | $74,531,247 | $2,367,183 ▲ | 3.3% | 122,383 | 0.1% | ETF |
AMAT Applied Materials | $70,845,051 | $1,953,472 ▲ | 2.8% | 138,537 | 0.1% | Technology |
VXUS Vanguard Total International Stock ETF | $69,620,302 | $8,018,950 ▲ | 13.0% | 819,448 | 0.1% | ETF |
NUDM Nuveen ESG International Developed Markets Equity ETF | $67,973,434 | $2,583,215 ▲ | 4.0% | 1,711,746 | 0.1% | ETF |
WALMART INC
| $66,369,963 | $1,867,858 ▲ | 2.9% | 638,664 | 0.1% | COM |
ISHARES BITCOIN TRUST ETF
| $66,173,651 | $17,175,520 ▼ | -20.6% | 1,397,838 | 0.1% | SHS BEN INT |
LAM RESEARCH CORP
| $65,586,693 | $1,909,957 ▲ | 3.0% | 199,649 | 0.1% | COM NEW |
CAT Caterpillar | $63,666,474 | $1,657,255 ▲ | 2.7% | 78,524 | 0.1% | Industrials |
MA Mastercard | $62,078,945 | $2,984,003 ▲ | 5.0% | 112,570 | 0.1% | Finance |
COST Costco Wholesale | $59,027,356 | $1,874,390 ▲ | 3.3% | 64,841 | 0.1% | Consumer Staples |
VUG Vanguard Growth ETF | $58,812,947 | $1,338,675 ▲ | 2.3% | 652,679 | 0.1% | ETF |
BAC Bank of America | $54,701,388 | $538,694 ▲ | 1.0% | 1,004,986 | 0.1% | Finance |
NFLX Netflix | $54,598,869 | $1,082,943 ▲ | 2.0% | 784,692 | 0.1% | Communication Services |
IWB iShares Russell 1000 ETF | $53,622,512 | $49,519 ▼ | -0.1% | 128,860 | 0.1% | ETF |
ABBV AbbVie | $52,593,193 | $2,764,483 ▲ | 5.5% | 201,052 | 0.1% | Healthcare |
CSCO Cisco Systems | $52,462,844 | $809,270 ▲ | 1.6% | 487,437 | 0.1% | Technology |
CVX Chevron | $52,059,664 | $1,526,878 ▲ | 3.0% | 254,932 | 0.1% | Energy |
SANDISK CORP
| $51,992,019 | $1,760,790 ▲ | 3.5% | 29,882 | 0.1% | COM |
MRK Merck & Co., Inc. | $51,484,481 | $5,325,465 ▲ | 11.5% | 354,308 | 0.1% | Healthcare |
STX Seagate Technology | $49,972,310 | $725,881 ▲ | 1.5% | 54,180 | 0.1% | Technology |
GE GE Aerospace | $49,616,635 | $352,575 ▲ | 0.7% | 158,880 | 0.1% | Industrials |
KO Coca-Cola | $48,209,879 | $5,006,241 ▲ | 11.6% | 560,059 | 0.1% | Consumer Staples |
HYLB Xtrackers USD High Yield Corporate Bond ETF | $48,187,828 | $3,879,448 ▲ | 8.8% | 1,368,195 | 0.1% | ETF |
GLDM SPDR Gold MiniShares Trust | $47,788,821 | $10,073,707 ▲ | 26.7% | 581,514 | 0.1% | ETF |
GS The Goldman Sachs Group | $47,301,313 | $522,209 ▼ | -1.1% | 52,536 | 0.1% | Finance |
SCHO Schwab Short-Term U.S. Treasury ETF | $45,171,227 | $25,939,304 ▼ | -36.5% | 1,893,178 | 0.1% | ETF |
PANW Palo Alto Networks | $43,537,230 | $4,373,191 ▲ | 11.2% | 109,580 | 0.1% | Technology |
PM Philip Morris International | $43,099,178 | $2,889,969 ▲ | 7.2% | 225,863 | 0.1% | Consumer Staples |
XLK Technology Select Sector SPDR Fund | $43,010,386 | $601,148 ▼ | -1.4% | 219,721 | 0.1% | ETF |
USHY iShares Broad USD High Yield Corporate Bond ETF | $42,353,275 | $6,033,608 ▼ | -12.5% | 1,185,702 | 0.1% | ETF |
MPC Marathon Petroleum | $42,338,806 | $3,739,882 ▲ | 9.7% | 107,073 | 0.1% | Energy |
UNH UnitedHealth Group | $42,028,932 | $1,539,537 ▼ | -3.5% | 114,495 | 0.1% | Healthcare |
GLD SPDR Gold Shares | $41,017,230 | $1,871,067 ▼ | -4.4% | 107,702 | 0.1% | ETF |
KLAC KLA | $40,974,091 | $1,589,459 ▲ | 4.0% | 210,199 | 0.1% | Technology |
NUEM Nuveen ESG Emerging Markets Equity ETF | $39,887,861 | $1,858,278 ▲ | 4.9% | 936,559 | 0.1% | ETF |
CRWD CrowdStrike | $38,960,610 | $30,416,863 ▲ | 356.0% | 147,160 | 0.1% | Technology |
PG Procter & Gamble | $38,960,171 | $143,391 ▲ | 0.4% | 268,173 | 0.1% | Consumer Staples |
