IVV iShares Core S&P 500 ETF | $1,744,046,398 | $4,030,959 ▲ | 0.2% | 2,669,963 | 13.7% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $933,177,863 | $62,847,612 ▲ | 7.2% | 14,562,701 | 7.3% | ETF |
VOO Vanguard S&P 500 ETF | $675,307,398 | $16,035,254 ▼ | -2.3% | 1,130,127 | 5.3% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $520,617,837 | $4,489,260 ▲ | 0.9% | 7,709,430 | 4.1% | ETF |
VXUS Vanguard Total International Stock ETF | $488,488,949 | $34,828,584 ▲ | 7.7% | 6,334,962 | 3.8% | ETF |
SCHD Schwab US Dividend Equity ETF | $408,395,156 | $6,880,757 ▼ | -1.7% | 13,311,446 | 3.2% | ETF |
AON AON | $317,639,641 | $229,328,348 ▲ | 259.7% | 984,075 | 2.5% | Finance |
VTI Vanguard Total Stock Market ETF | $308,943,124 | $7,895,452 ▼ | -2.5% | 963,010 | 2.4% | ETF |
SCHF Schwab International Equity ETF | $302,174,720 | $32,429,454 ▲ | 12.0% | 12,209,080 | 2.4% | ETF |
VUG Vanguard Growth ETF | $295,859,385 | $33,817,169 ▲ | 12.9% | 677,349 | 2.3% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $291,643,335 | $694,040 ▼ | -0.2% | 7,504,975 | 2.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $286,886,042 | $3,761,570 ▼ | -1.3% | 441,132 | 2.3% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $264,705,671 | $10,080,812 ▲ | 4.0% | 4,897,422 | 2.1% | ETF |
VV Vanguard Large-Cap ETF | $241,405,936 | $78,433,776 ▲ | 48.1% | 807,783 | 1.9% | ETF |
IJR iShares Core S&P Small-Cap ETF | $241,293,141 | $4,858,407 ▲ | 2.1% | 1,941,060 | 1.9% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $222,570,587 | $13,207,029 ▲ | 6.3% | 4,455,868 | 1.7% | Manufacturing |
IUSB iShares Core Total USD Bond Market ETF | $218,351,375 | $5,054,526 ▲ | 2.4% | 4,727,243 | 1.7% | Manufacturing |
VO Vanguard Mid-Cap ETF | $177,623,161 | $4,715,784 ▲ | 2.7% | 618,508 | 1.4% | ETF |
VXF Vanguard Extended Market ETF | $169,486,591 | $2,375,138 ▼ | -1.4% | 823,550 | 1.3% | ETF |
AAPL Apple | $130,145,163 | $19,733,930 ▼ | -13.2% | 512,807 | 1.0% | Computer and Technology |
IEMG iShares Core MSCI Emerging Markets ETF | $117,701,696 | $528,565 ▼ | -0.4% | 1,687,480 | 0.9% | ETF |
VB Vanguard Small-Cap ETF | $105,170,256 | $769,521 ▲ | 0.7% | 401,536 | 0.8% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $95,209,035 | $3,626,205 ▲ | 4.0% | 1,267,763 | 0.7% | ETF |
CME CME Group | $93,357,182 | $26,406,948 ▲ | 39.4% | 316,090 | 0.7% | Finance |
TFLO iShares Treasury Floating Rate Bond ETF | $90,771,196 | $3,462,991 ▲ | 4.0% | 1,792,834 | 0.7% | ETF |
EMLP First Trust North American Energy Infrastructure Fund | $89,449,029 | $5,075,693 ▼ | -5.4% | 2,048,764 | 0.7% | ETF |
MSFT Microsoft | $87,976,140 | $16,886,056 ▼ | -16.1% | 237,664 | 0.7% | Computer and Technology |
DFAE Dimensional Emerging Core Equity Market ETF | $82,493,081 | $4,006,078 ▼ | -4.6% | 2,436,299 | 0.6% | ETF |
DFAI Dimensional International Core Equity Market ETF | $77,577,531 | $2,193,526 ▼ | -2.7% | 1,991,210 | 0.6% | ETF |
GOOG Alphabet | $76,012,783 | $25,047,770 ▼ | -24.8% | 264,982 | 0.6% | Computer and Technology |
DFGR Dimensional Global Real Estate ETF | $73,234,708 | $333,898 ▲ | 0.5% | 2,755,256 | 0.6% | ETF |
QQQ Invesco QQQ | $72,517,027 | $4,627,260 ▼ | -6.0% | 125,640 | 0.6% | Finance |
SCHX Schwab US Large-Cap ETF | $72,379,923 | $167,198 ▲ | 0.2% | 2,822,930 | 0.6% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $72,377,720 | $3,469,844 ▲ | 5.0% | 835,385 | 0.6% | Manufacturing |
IEFA iShares Core MSCI EAFE ETF | $71,381,341 | $2,004,243 ▼ | -2.7% | 788,483 | 0.6% | ETF |
HYDB iShares High Yield Systematic Bond ETF | $70,442,254 | $4,058,730 ▲ | 6.1% | 1,514,236 | 0.6% | ETF |
VBK Vanguard Small-Cap Growth ETF | $61,694,560 | $191,022 ▲ | 0.3% | 204,118 | 0.5% | ETF |
CVLC Calvert US Large-Cap Core Responsible Index ETF | $61,600,002 | $762,091 ▲ | 1.3% | 769,423 | 0.5% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $57,516,041 | $1,183,920 ▼ | -2.0% | 751,451 | 0.5% | ETF |
VTV Vanguard Value ETF | $57,462,115 | $761,257 ▲ | 1.3% | 292,875 | 0.5% | ETF |
NVDA NVIDIA | $55,346,449 | $13,614,034 ▼ | -19.7% | 317,353 | 0.4% | Computer and Technology |
BND Vanguard Total Bond Market ETF | $55,208,537 | $1,634,365 ▲ | 3.1% | 749,709 | 0.4% | ETF |
MUB iShares National Muni Bond ETF | $54,398,579 | $10,258,441 ▼ | -15.9% | 512,469 | 0.4% | ETF |
EFA iShares MSCI EAFE ETF | $53,934,040 | $747,998 ▲ | 1.4% | 555,277 | 0.4% | Finance |
NOBL ProShares S&P 500 Aristocrats ETF | $49,288,396 | $1,168,972 ▼ | -2.3% | 464,941 | 0.4% | ETF |
AMZN Amazon.com | $45,695,254 | $7,284,449 ▼ | -13.7% | 219,404 | 0.4% | Retail/Wholesale |
PVAL Putnam Focused Large Cap Value ETF | $45,243,371 | $6,722,708 ▲ | 17.5% | 975,073 | 0.4% | ETF |
VBR Vanguard Small-Cap Value ETF | $44,603,546 | $1,588,313 ▲ | 3.7% | 205,310 | 0.4% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $41,401,509 | $8,186,922 ▲ | 24.6% | 1,256,495 | 0.3% | ETF |
SMMD iShares Russell 2500 ETF | $41,254,467 | $2,500,384 ▲ | 6.5% | 540,334 | 0.3% | ETF |
USFR WisdomTree Floating Rate Treasury Fund | $40,765,236 | $18,320,641 ▼ | -31.0% | 809,798 | 0.3% | Finance |
IWF iShares Russell 1000 Growth ETF | $40,190,559 | $3,878,089 ▼ | -8.8% | 94,256 | 0.3% | ETF |
GOOGL Alphabet | $38,804,370 | $7,657,985 ▼ | -16.5% | 134,944 | 0.3% | Computer and Technology |
VCSH Vanguard Short-Term Corporate Bond ETF | $37,813,515 | $890,915 ▲ | 2.4% | 477,022 | 0.3% | ETF |
ACN Accenture | $37,807,757 | $19,883,134 ▲ | 110.9% | 190,669 | 0.3% | Computer and Technology |
DFAU Dimensional US Core Equity Market ETF | $36,741,336 | $483,912 ▼ | -1.3% | 814,303 | 0.3% | ETF |
TSLA Tesla | $34,567,220 | $12,741,377 ▲ | 58.4% | 92,985 | 0.3% | Auto/Tires/Trucks |
VTEB Vanguard Tax-Exempt Bond ETF | $33,712,459 | $584,860 ▼ | -1.7% | 675,736 | 0.3% | ETF |
CVIE Calvert International Responsible Index ETF | $32,794,095 | $364,104 ▲ | 1.1% | 451,150 | 0.3% | ETF |
CAVA CAVA Group | $32,641,290 | $30,256,601 ▲ | 1,268.8% | 403,477 | 0.3% | Retail/Wholesale |
BRK.B Berkshire Hathaway | $31,994,584 | $1,689,171 ▼ | -5.0% | 66,767 | 0.3% | Finance |
FUNDVANTAGE TR
| $31,383,441 | $13,630,958 ▼ | -30.3% | 1,533,930 | 0.2% | POLEN FOCUS GROW |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $31,276,938 | $519,865 ▼ | -1.6% | 657,769 | 0.2% | ETF |
IGF iShares Global Infrastructure ETF | $30,293,507 | $74,102 ▼ | -0.2% | 452,142 | 0.2% | Manufacturing |
IWB iShares Russell 1000 ETF | $29,509,251 | $2,694,523 ▼ | -8.4% | 82,761 | 0.2% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $28,283,873 | $294,256 ▼ | -1.0% | 1,234,565 | 0.2% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $27,401,981 | $1,671,433 ▲ | 6.5% | 142,778 | 0.2% | ETF |
IWM iShares Russell 2000 ETF | $23,895,518 | $259,904 ▼ | -1.1% | 96,353 | 0.2% | Finance |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $23,470,554 | $19,894,737 ▲ | 556.4% | 1,024,244 | 0.2% | Manufacturing |
XOM ExxonMobil | $22,833,525 | $3,951,382 ▼ | -14.8% | 134,584 | 0.2% | Energy |
VT Vanguard Total World Stock ETF | $22,145,770 | $258,659 ▲ | 1.2% | 160,105 | 0.2% | ETF |
BZH Beazer Homes USA | $21,493,736 | $21,493,736 ▲ | New Holding | 1,117,138 | 0.2% | Construction |
JNJ Johnson & Johnson | $21,113,102 | $1,974,839 ▼ | -8.6% | 86,373 | 0.2% | Medical |
VYM Vanguard High Dividend Yield ETF | $20,281,980 | $720,062 ▲ | 3.7% | 136,948 | 0.2% | ETF |
VNQ Vanguard Real Estate ETF | $20,199,112 | $957,605 ▼ | -4.5% | 227,724 | 0.2% | ETF |
IWR iShares Russell Mid-Cap ETF | $19,542,679 | $203,697 ▼ | -1.0% | 200,994 | 0.2% | ETF |
VOE Vanguard Mid-Cap Value ETF | $19,398,361 | $3,310,212 ▲ | 20.6% | 105,266 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $18,681,789 | $9,533,128 ▼ | -33.8% | 63,509 | 0.1% | Finance |
GLD SPDR Gold Shares | $18,551,850 | $4,746,503 ▼ | -20.4% | 43,115 | 0.1% | Finance |
IJJ iShares S&P Mid-Cap 400 Value ETF | $18,382,850 | $172,516 ▼ | -0.9% | 138,738 | 0.1% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $17,733,842 | $408,318 ▼ | -2.3% | 138,416 | 0.1% | ETF |
FIRST TR EXCHNG TRADED FD VI
| $17,417,442 | $1,164,824 ▼ | -6.3% | 774,453 | 0.1% | FT ENERGY INCOME |
IWD iShares Russell 1000 Value ETF | $16,667,132 | $627,977 ▼ | -3.6% | 78,004 | 0.1% | ETF |
META Meta Platforms | $16,550,734 | $11,043,358 ▼ | -40.0% | 28,928 | 0.1% | Computer and Technology |
QUAL iShares MSCI USA Quality Factor ETF | $15,979,300 | $739,619 ▼ | -4.4% | 83,308 | 0.1% | ETF |
IWV iShares Russell 3000 ETF | $15,341,248 | $2,775,266 ▼ | -15.3% | 41,387 | 0.1% | ETF |
IWO iShares Russell 2000 Growth ETF | $15,293,701 | $206,799 ▼ | -1.3% | 48,736 | 0.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $14,886,694 | $1,427,400 ▼ | -8.7% | 149,962 | 0.1% | Finance |
IWN iShares Russell 2000 Value ETF | $14,398,846 | $290,643 ▼ | -2.0% | 75,947 | 0.1% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $14,361,633 | $855,944 ▲ | 6.3% | 55,806 | 0.1% | ETF |
LLY Eli Lilly and Company | $14,265,731 | $2,482,476 ▲ | 21.1% | 15,510 | 0.1% | Medical |
COST Costco Wholesale | $14,110,282 | $6,251,530 ▼ | -30.7% | 14,161 | 0.1% | Retail/Wholesale |
AVGO Broadcom | $13,849,521 | $5,455,065 ▼ | -28.3% | 44,747 | 0.1% | Computer and Technology |
HDV iShares Core High Dividend ETF | $13,667,331 | $310,800 ▲ | 2.3% | 100,702 | 0.1% | ETF |
KO CocaCola | $13,466,390 | $575,394 ▼ | -4.1% | 177,073 | 0.1% | Consumer Staples |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $13,401,194 | $174,191 ▼ | -1.3% | 94,090 | 0.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $12,948,503 | $529,476 ▲ | 4.3% | 60,209 | 0.1% | ETF |
SCHP Schwab U.S. TIPS ETF | $12,748,091 | $343,589 ▲ | 2.8% | 479,071 | 0.1% | ETF |
DFUS Dimensional U.S. Equity ETF | $12,438,565 | $18,720 ▲ | 0.2% | 175,413 | 0.1% | ETF |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $12,343,613 | $357,026 ▼ | -2.8% | 492,464 | 0.1% | Manufacturing |
