VEA Vanguard FTSE Developed Markets ETF | $238,887,044 | $21,901,319 ▲ | 10.1% | 3,938,781 | 8.9% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $154,227,148 | $11,617,861 ▲ | 8.1% | 2,820,540 | 5.7% | ETF |
VTI Vanguard Total Stock Market ETF | $130,832,882 | $10,071,877 ▲ | 8.3% | 396,920 | 4.9% | ETF |
VOO Vanguard S&P 500 ETF | $105,172,109 | $9,645,104 ▲ | 10.1% | 170,956 | 3.9% | ETF |
IEFA iShares Core MSCI EAFE ETF | $99,439,609 | $27,603 ▲ | 0.0% | 1,127,561 | 3.7% | ETF |
NVDA NVIDIA | $85,563,713 | $6,060,795 ▲ | 7.6% | 462,407 | 3.2% | Computer and Technology |
VTC Vanguard Total Corporate Bond ETF | $84,796,802 | $6,317,282 ▲ | 8.0% | 1,083,517 | 3.2% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $78,645,734 | $7,836,204 ▲ | 11.1% | 3,406,789 | 2.9% | ETF |
AAPL Apple | $70,536,239 | $5,487,637 ▲ | 8.4% | 275,017 | 2.6% | Computer and Technology |
VTEB Vanguard Tax-Exempt Bond ETF | $60,285,410 | $6,191,854 ▼ | -9.3% | 1,204,023 | 2.2% | ETF |
MSFT Microsoft | $59,071,604 | $4,180,326 ▲ | 7.6% | 112,736 | 2.2% | Computer and Technology |
IEMG iShares Core MSCI Emerging Markets ETF | $57,830,088 | $952,104 ▲ | 1.7% | 866,628 | 2.1% | ETF |
MUB iShares National Muni Bond ETF | $52,976,809 | $74,045 ▲ | 0.1% | 497,248 | 2.0% | ETF |
PALANTIR TECHNOLOGIES INC
| $48,736,851 | $40,853,991 ▲ | 518.3% | 267,535 | 1.8% | CL A |
AMZN Amazon.com | $36,167,518 | $2,072,095 ▲ | 6.1% | 163,078 | 1.3% | Retail/Wholesale |
META Meta Platforms | $34,941,389 | $1,433,281 ▲ | 4.3% | 49,001 | 1.3% | Computer and Technology |
BNDX Vanguard Total International Bond ETF | $27,595,627 | $1,461,254 ▲ | 5.6% | 559,295 | 1.0% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $26,667,551 | $279,442 ▲ | 1.1% | 186,473 | 1.0% | ETF |
GOOG Alphabet | $26,284,040 | $1,744,493 ▲ | 7.1% | 106,357 | 1.0% | Computer and Technology |
GOOGL Alphabet | $24,874,518 | $1,226,338 ▲ | 5.2% | 101,215 | 0.9% | Computer and Technology |
AVGO Broadcom | $24,589,512 | $1,288,785 ▲ | 5.5% | 73,094 | 0.9% | Computer and Technology |
SCHF Schwab International Equity ETF | $23,579,673 | $705,057 ▲ | 3.1% | 1,000,835 | 0.9% | ETF |
ORCL Oracle | $23,383,355 | $472,692 ▲ | 2.1% | 82,266 | 0.9% | Computer and Technology |
TSLA Tesla | $23,359,575 | $722,394 ▲ | 3.2% | 53,937 | 0.9% | Auto/Tires/Trucks |
BRK.B Berkshire Hathaway | $20,171,979 | $988,030 ▲ | 5.2% | 40,159 | 0.7% | Finance |
VO Vanguard Mid-Cap ETF | $16,120,503 | $497,213 ▲ | 3.2% | 54,890 | 0.6% | ETF |
USHY iShares Broad USD High Yield Corporate Bond ETF | $15,870,579 | $607,972 ▲ | 4.0% | 422,652 | 0.6% | ETF |
QQQ Invesco QQQ | $15,797,875 | $2,951,258 ▲ | 23.0% | 26,133 | 0.6% | Finance |
SPY SPDR S&P 500 ETF Trust | $14,870,539 | $2,419,541 ▲ | 19.4% | 22,224 | 0.6% | Finance |
VB Vanguard Small-Cap ETF | $14,390,006 | $89,506 ▼ | -0.6% | 56,270 | 0.5% | ETF |
JPM JPMorgan Chase & Co. | $14,189,766 | $636,919 ▲ | 4.7% | 46,117 | 0.5% | Finance |
WFC Wells Fargo & Company | $12,879,077 | $625,263 ▲ | 5.1% | 158,727 | 0.5% | Finance |
SCHB Schwab US Broad Market ETF | $12,841,231 | $304,831 ▼ | -2.3% | 497,337 | 0.5% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $12,619,909 | $245,852 ▲ | 2.0% | 139,262 | 0.5% | ETF |
SCMB Schwab Municipal Bond ETF | $12,546,989 | $3,384 ▼ | 0.0% | 489,352 | 0.5% | ETF |
VANGUARD CALIF TAX FREE FDS
| $12,492,740 | $5,445,469 ▲ | 77.3% | 125,442 | 0.5% | TAX EXEMPT BD FD |
NFLX Netflix | $12,469,247 | $329,925 ▲ | 2.7% | 10,469 | 0.5% | Consumer Discretionary |
LLY Eli Lilly and Company | $11,370,014 | $1,030,110 ▼ | -8.3% | 13,477 | 0.4% | Medical |
VYMI Vanguard International High Dividend Yield ETF | $11,214,625 | $207,818 ▲ | 1.9% | 132,373 | 0.4% | ETF |
VV Vanguard Large-Cap ETF | $11,157,212 | $1,345,408 ▼ | -10.8% | 36,082 | 0.4% | ETF |
AVUS Avantis U.S. Equity ETF | $9,981,758 | $3,049 ▲ | 0.0% | 91,668 | 0.4% | ETF |
V Visa | $9,822,352 | $218,149 ▲ | 2.3% | 27,871 | 0.4% | Business Services |
ABBV AbbVie | $9,793,753 | $481,492 ▲ | 5.2% | 42,064 | 0.4% | Medical |
AVDV Avantis International Small Cap Value ETF | $9,783,796 | $121,973 ▲ | 1.3% | 109,170 | 0.4% | ETF |
IVV iShares Core S&P 500 ETF | $9,633,525 | $209,117 ▼ | -2.1% | 14,327 | 0.4% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $9,165,113 | $327,101 ▼ | -3.4% | 272,123 | 0.3% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $8,574,802 | $1,967,807 ▲ | 29.8% | 118,682 | 0.3% | ETF |
CMF iShares California Muni Bond ETF | $8,169,516 | $8,169,516 ▲ | New Holding | 143,224 | 0.3% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $7,582,609 | $106,571 ▼ | -1.4% | 76,345 | 0.3% | ETF |
VXUS Vanguard Total International Stock ETF | $7,505,933 | $1,495,337 ▲ | 24.9% | 101,104 | 0.3% | ETF |
XOM Exxon Mobil | $7,501,307 | $83,981 ▲ | 1.1% | 65,651 | 0.3% | Energy |
IDEV iShares Core MSCI International Developed Markets ETF | $7,478,664 | $4,859 ▲ | 0.1% | 92,352 | 0.3% | ETF |
WMT Walmart | $7,304,780 | $409,761 ▲ | 5.9% | 70,755 | 0.3% | Retail/Wholesale |
SCHC Schwab International Small-Cap Equity ETF | $6,994,018 | $9,364 ▼ | -0.1% | 153,109 | 0.3% | ETF |
MA Mastercard | $6,798,571 | $247,010 ▲ | 3.8% | 11,725 | 0.3% | Business Services |
IJH iShares Core S&P Mid-Cap ETF | $6,404,827 | $161,246 ▼ | -2.5% | 98,309 | 0.2% | ETF |
GE GE Aerospace | $6,111,811 | $182,856 ▲ | 3.1% | 20,255 | 0.2% | Aerospace |
VTV Vanguard Value ETF | $5,950,037 | $72,244 ▲ | 1.2% | 31,791 | 0.2% | ETF |
VUG Vanguard Growth ETF | $5,879,545 | $20,731 ▲ | 0.4% | 12,195 | 0.2% | ETF |
VT Vanguard Total World Stock ETF | $5,787,253 | $52,020 ▲ | 0.9% | 41,719 | 0.2% | ETF |
COST Costco Wholesale | $5,757,892 | $150,946 ▲ | 2.7% | 6,294 | 0.2% | Retail/Wholesale |
JNJ Johnson & Johnson | $5,612,064 | $327,910 ▲ | 6.2% | 29,711 | 0.2% | Medical |
NEM Newmont | $5,550,198 | $740,815 ▲ | 15.4% | 63,832 | 0.2% | Basic Materials |
AVDE Avantis International Equity ETF | $5,534,182 | | 0.0% | 69,691 | 0.2% | ETF |
HD Home Depot | $5,503,739 | $187,210 ▲ | 3.5% | 14,229 | 0.2% | Retail/Wholesale |
VGT Vanguard Information Technology ETF | $5,474,046 | $34,737 ▲ | 0.6% | 7,249 | 0.2% | ETF |
UNH UnitedHealth Group | $5,469,461 | $1,458,644 ▲ | 36.4% | 15,040 | 0.2% | Medical |
AMD Advanced Micro Devices | $5,045,783 | $909,493 ▲ | 22.0% | 23,856 | 0.2% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $5,003,941 | $905,759 ▲ | 22.1% | 23,032 | 0.2% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $4,891,915 | $19,022 ▲ | 0.4% | 33,433 | 0.2% | ETF |
PM Philip Morris International | $4,714,192 | $1,079,985 ▼ | -18.6% | 30,503 | 0.2% | Consumer Staples |
GE VERNOVA INC
| $4,682,291 | $2,282,049 ▼ | -32.8% | 7,725 | 0.2% | COM |
PG Procter & Gamble | $4,666,205 | $644,482 ▼ | -12.1% | 30,590 | 0.2% | Consumer Staples |
T AT&T | $4,638,890 | $327,575 ▼ | -6.6% | 177,328 | 0.2% | Computer and Technology |
IJR iShares Core S&P Small-Cap ETF | $4,583,376 | $398,117 ▼ | -8.0% | 38,763 | 0.2% | ETF |
BRK.A Berkshire Hathaway | $4,522,290 | | 0.0% | 6 | 0.2% | Finance |
APPLOVIN CORP
| $4,503,827 | $132,057 ▲ | 3.0% | 7,128 | 0.2% | COM CL A |
GS The Goldman Sachs Group | $4,361,800 | $303,210 ▲ | 7.5% | 5,524 | 0.2% | Finance |
ABT Abbott Laboratories | $4,273,320 | $160,025 ▲ | 3.9% | 32,125 | 0.2% | Medical |
VGIT Vanguard Intermediate-Term Treasury ETF | $4,007,715 | $20,633 ▼ | -0.5% | 66,818 | 0.1% | ETF |
AXP American Express | $3,996,362 | $47,556 ▲ | 1.2% | 12,185 | 0.1% | Finance |
AVEM Avantis Emerging Markets Equity ETF | $3,968,003 | $1,593 ▲ | 0.0% | 52,314 | 0.1% | ETF |
CAT Caterpillar | $3,934,480 | $248,704 ▲ | 6.7% | 8,084 | 0.1% | Industrials |
SCHX Schwab US Large-Cap ETF | $3,891,572 | $907,282 ▲ | 30.4% | 146,963 | 0.1% | ETF |
IBM International Business Machines | $3,890,230 | $50,839 ▲ | 1.3% | 13,238 | 0.1% | Computer and Technology |
VOT Vanguard Mid-Cap Growth ETF | $3,831,707 | $506,130 ▲ | 15.2% | 13,029 | 0.1% | ETF |
VYM Vanguard High Dividend Yield ETF | $3,801,495 | $222,298 ▲ | 6.2% | 26,951 | 0.1% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $3,789,712 | $27,326 ▲ | 0.7% | 42,576 | 0.1% | Manufacturing |
VBR Vanguard Small-Cap Value ETF | $3,758,205 | $34,444 ▼ | -0.9% | 18,003 | 0.1% | ETF |
XLK Technology Select Sector SPDR Fund | $3,733,819 | $1,428 ▲ | 0.0% | 13,070 | 0.1% | ETF |
CRM Salesforce | $3,691,172 | $298,947 ▼ | -7.5% | 15,397 | 0.1% | Computer and Technology |
HOOD Robinhood Markets | $3,671,247 | $16,385 ▲ | 0.4% | 25,319 | 0.1% | Finance |
BAC Bank of America | $3,608,567 | $270,008 ▲ | 8.1% | 71,755 | 0.1% | Finance |
CEG Constellation Energy | $3,569,824 | $72,349 ▲ | 2.1% | 9,967 | 0.1% | Energy |
LAM RESEARCH CORP
| $3,542,362 | $112,282 ▲ | 3.3% | 25,239 | 0.1% | COM NEW |
KO CocaCola | $3,533,184 | $706,303 ▼ | -16.7% | 52,900 | 0.1% | Consumer Staples |
VGK Vanguard FTSE Europe ETF | $3,463,926 | $80 ▲ | 0.0% | 43,035 | 0.1% | ETF |
IWV iShares Russell 3000 ETF | $3,361,493 | $6,086 ▲ | 0.2% | 8,837 | 0.1% | ETF |
RTX RTX | $3,333,010 | $140,836 ▲ | 4.4% | 19,690 | 0.1% | Aerospace |
VNQ Vanguard Real Estate ETF | $3,275,350 | $181,272 ▲ | 5.9% | 36,300 | 0.1% | ETF |
