VEA Vanguard FTSE Developed Markets ETF | $374,296,358 | $37,748,651 â–² | 11.2% | 5,272,522 | 10.3% | ETF |
VTI Vanguard Total Stock Market ETF | $216,830,744 | $39,700,443 â–² | 22.4% | 581,799 | 5.9% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $213,907,301 | $17,416,430 â–² | 8.9% | 3,571,670 | 5.9% | ETF |
VOO Vanguard S&P 500 ETF | $142,660,356 | $8,004,367 â–² | 5.9% | 205,604 | 3.9% | ETF |
IEFA iShares Core MSCI EAFE ETF | $115,583,020 | $2,977,752 â–² | 2.6% | 1,188,881 | 3.2% | ETF |
VTC Vanguard Total Corporate Bond ETF | $111,569,633 | $8,613,479 â–² | 8.4% | 1,469,754 | 3.1% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $109,134,998 | $29,205,806 â–² | 36.5% | 2,167,958 | 3.0% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $105,519,365 | $6,813,850 â–² | 6.9% | 4,672,099 | 2.9% | ETF |
NVDA NVIDIA | $105,034,947 | $9,568,519 â–² | 10.0% | 497,890 | 2.9% | Computer and Technology |
AAPL Apple | $95,187,743 | $5,204,350 â–² | 5.8% | 301,877 | 2.6% | Computer and Technology |
IEMG iShares Core MSCI Emerging Markets ETF | $73,023,833 | $149,710 â–² | 0.2% | 897,981 | 2.0% | ETF |
GOOGL Alphabet | $52,278,810 | $706,861 â–¼ | -1.3% | 146,365 | 1.4% | Computer and Technology |
MUB iShares National Muni Bond ETF | $51,096,129 | $536,762 â–² | 1.1% | 477,489 | 1.4% | ETF |
GOOG Alphabet | $48,747,641 | $7,916,796 â–¼ | -14.0% | 137,306 | 1.3% | Computer and Technology |
AMZN Amazon.com | $42,989,544 | $1,428,127 â–² | 3.4% | 175,224 | 1.2% | Retail/Wholesale |
MSFT Microsoft | $39,265,508 | $1,640,909 â–¼ | -4.0% | 101,962 | 1.1% | Computer and Technology |
BNDX Vanguard Total International Bond ETF | $35,748,061 | $2,937,015 â–² | 9.0% | 743,512 | 1.0% | ETF |
PALANTIR TECHNOLOGIES INC
| $33,377,594 | $269,048 â–¼ | -0.8% | 263,251 | 0.9% | CL A |
AVGO Broadcom | $31,807,710 | $1,158,317 â–² | 3.8% | 79,525 | 0.9% | Computer and Technology |
META Meta Platforms | $30,370,604 | $1,478,947 â–¼ | -4.6% | 45,383 | 0.8% | Computer and Technology |
SCHF Schwab International Equity ETF | $30,206,162 | $1,644,460 â–² | 5.8% | 1,096,412 | 0.8% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $27,468,583 | $503,230 â–¼ | -1.8% | 177,618 | 0.8% | ETF |
QQQ Invesco QQQ | $26,041,840 | $787,894 â–¼ | -2.9% | 35,895 | 0.7% | Finance |
VXUS Vanguard Total International Stock ETF | $25,695,668 | $13,337,514 â–² | 107.9% | 301,098 | 0.7% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $25,445,867 | $9,615,190 â–² | 60.7% | 304,741 | 0.7% | ETF |
VANGUARD CALIF TAX FREE FDS
| $24,436,033 | $4,956,249 â–² | 25.4% | 244,141 | 0.7% | TAX EXEMPT BD FD |
TSLA Tesla | $22,963,412 | $149,240 â–² | 0.7% | 56,316 | 0.6% | Auto/Tires/Trucks |
USHY iShares Broad USD High Yield Corporate Bond ETF | $19,600,861 | $1,801,910 â–² | 10.1% | 531,621 | 0.5% | ETF |
BRK.B Berkshire Hathaway | $19,425,625 | $970,146 â–² | 5.3% | 39,346 | 0.5% | Finance |
VO Vanguard Mid-Cap ETF | $19,223,317 | $14,438,471 â–² | 301.8% | 237,501 | 0.5% | ETF |
LLY Eli Lilly and Company | $19,093,538 | $1,476,231 â–² | 8.4% | 16,064 | 0.5% | Medical |
JPM JPMorgan Chase & Co. | $18,172,972 | $1,152,066 â–² | 6.8% | 54,011 | 0.5% | Finance |
VB Vanguard Small-Cap ETF | $17,951,972 | $47,704 â–² | 0.3% | 60,211 | 0.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $17,594,262 | $764,771 â–² | 4.5% | 23,305 | 0.5% | Finance |
MU Micron Technology | $17,023,370 | $2,613,782 â–² | 18.1% | 17,383 | 0.5% | Computer and Technology |
SCHB Schwab US Broad Market ETF | $15,758,221 | $584 â–² | 0.0% | 540,035 | 0.4% | ETF |
AMD Advanced Micro Devices | $15,733,056 | $462,491 â–² | 3.0% | 28,201 | 0.4% | Computer and Technology |
GE VERNOVA INC
| $15,331,147 | $325,289 â–² | 2.2% | 14,045 | 0.4% | COM |
VYMI Vanguard International High Dividend Yield ETF | $13,957,754 | $75,428 â–² | 0.5% | 138,786 | 0.4% | ETF |
VGT Vanguard Information Technology ETF | $13,875,095 | $12,315,378 â–² | 789.6% | 117,506 | 0.4% | ETF |
AVDV Avantis International Small Cap Value ETF | $13,563,209 | $2,009,083 â–² | 17.4% | 130,165 | 0.4% | ETF |
VV Vanguard Large-Cap ETF | $13,510,659 | $41,024 â–¼ | -0.3% | 38,862 | 0.4% | ETF |
WFC Wells Fargo & Company | $13,449,823 | $864,539 â–² | 6.9% | 154,312 | 0.4% | Finance |
VTV Vanguard Value ETF | $13,341,789 | $50,635 â–¼ | -0.4% | 60,866 | 0.4% | ETF |
IVV iShares Core S&P 500 ETF | $12,946,682 | $720,187 â–² | 5.9% | 17,078 | 0.4% | ETF |
SCMB Schwab Municipal Bond ETF | $12,699,775 | $10,041 â–² | 0.1% | 494,540 | 0.3% | ETF |
AVUS Avantis U.S. Equity ETF | $12,193,910 | $368,181 â–² | 3.1% | 94,887 | 0.3% | ETF |
V Visa | $12,083,983 | $2,824,528 â–² | 30.5% | 34,628 | 0.3% | Business Services |
AVUV Avantis U.S. Small Cap Value ETF | $11,909,805 | $2,223,901 â–² | 23.0% | 96,086 | 0.3% | ETF |
VT Vanguard Total World Stock ETF | $10,953,662 | $1,628,469 â–² | 17.5% | 69,490 | 0.3% | ETF |
ABBV AbbVie | $10,848,712 | $129,993 â–² | 1.2% | 43,731 | 0.3% | Medical |
VIGI Vanguard International Dividend Appreciation ETF | $10,815,491 | $1,309,130 â–¼ | -10.8% | 113,919 | 0.3% | ETF |
XOM ExxonMobil | $10,318,147 | $919,807 â–² | 9.8% | 74,295 | 0.3% | Energy |
SCHE Schwab Emerging Markets Equity ETF | $9,584,151 | $77,824 â–¼ | -0.8% | 262,436 | 0.3% | ETF |
CAT Caterpillar | $9,535,839 | $1,428,661 â–² | 17.6% | 10,012 | 0.3% | Industrials |
WALMART INC
| $9,207,098 | $475,076 â–² | 5.4% | 80,835 | 0.3% | COM |
ORCL Oracle | $9,152,341 | $7,454 â–² | 0.1% | 65,076 | 0.3% | Computer and Technology |
JNJ Johnson & Johnson | $8,750,584 | $100,735 â–¼ | -1.1% | 34,052 | 0.2% | Medical |
IDEV iShares Core MSCI International Developed Markets ETF | $8,570,966 | $172,697 â–² | 2.1% | 95,637 | 0.2% | ETF |
AMAT Applied Materials | $8,316,047 | $239,185 â–² | 3.0% | 13,803 | 0.2% | Computer and Technology |
IJH iShares Core S&P Mid-Cap ETF | $8,311,662 | $165,944 â–² | 2.0% | 109,841 | 0.2% | ETF |
VXF Vanguard Extended Market ETF | $8,203,540 | $243,610 â–² | 3.1% | 33,978 | 0.2% | ETF |
CMF iShares California Muni Bond ETF | $8,146,704 | $459 â–² | 0.0% | 142,052 | 0.2% | ETF |
NFLX Netflix | $7,840,563 | $16,215 â–² | 0.2% | 106,863 | 0.2% | Consumer Discretionary |
VUG Vanguard Growth ETF | $7,668,260 | $6,383,487 â–² | 496.9% | 87,738 | 0.2% | ETF |
RVMD Revolution Medicines | $7,527,713 | $9,344 â–² | 0.1% | 40,281 | 0.2% | Medical |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $7,371,374 | $300,636 â–¼ | -3.9% | 44,527 | 0.2% | ETF |
SCHD Schwab US Dividend Equity ETF | $7,196,358 | $3,939,545 â–² | 121.0% | 222,110 | 0.2% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $7,088,561 | $208,173 â–¼ | -2.9% | 146,761 | 0.2% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $7,011,571 | $5,542,977 â–² | 377.4% | 65,948 | 0.2% | ETF |
SPMO Invesco S&P 500 Momentum ETF | $6,972,259 | $3,441,696 â–² | 97.5% | 45,348 | 0.2% | ETF |
GE GE Aerospace | $6,941,794 | $231,728 â–² | 3.5% | 19,322 | 0.2% | Aerospace |
PM Philip Morris International | $6,637,370 | $825,834 â–² | 14.2% | 36,545 | 0.2% | Consumer Staples |
IJR iShares Core S&P Small-Cap ETF | $6,619,006 | $590,970 â–² | 9.8% | 45,473 | 0.2% | ETF |
CSCO Cisco Systems | $6,564,056 | $321,591 â–² | 5.2% | 54,110 | 0.2% | Computer and Technology |
AVEM Avantis Emerging Markets Equity ETF | $6,525,155 | $1,890,622 â–² | 40.8% | 69,313 | 0.2% | ETF |
VIG Vanguard Dividend Appreciation ETF | $6,371,482 | $279,440 â–² | 4.6% | 26,677 | 0.2% | ETF |
AVDE Avantis International Equity ETF | $6,355,081 | $25,211 â–¼ | -0.4% | 70,581 | 0.2% | ETF |
COST Costco Wholesale | $6,303,217 | $73,304 â–² | 1.2% | 6,879 | 0.2% | Retail/Wholesale |
GS The Goldman Sachs Group | $6,269,658 | $144,555 â–² | 2.4% | 5,942 | 0.2% | Finance |
NEM Newmont | $6,219,932 | $5,050 â–² | 0.1% | 65,274 | 0.2% | Basic Materials |
LAM RESEARCH CORP
| $6,212,130 | $86,533 â–² | 1.4% | 17,732 | 0.2% | COM NEW |
MA Mastercard | $5,905,582 | $78,481 â–² | 1.3% | 11,212 | 0.2% | Business Services |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $5,869,806 | $4,006,168 â–² | 215.0% | 71,749 | 0.2% | ETF |
KO CocaCola | $5,768,520 | $209,561 â–² | 3.8% | 69,092 | 0.2% | Consumer Staples |
UNH UnitedHealth Group | $5,590,705 | $51,805 â–² | 0.9% | 13,166 | 0.2% | Medical |
SANDISK CORP
| $5,451,723 | $666,854 â–² | 13.9% | 2,845 | 0.1% | COM |
IWM iShares Russell 2000 ETF | $5,291,062 | $755,359 â–² | 16.7% | 17,876 | 0.1% | Finance |
ADI Analog Devices | $5,267,084 | $140,461 â–² | 2.7% | 13,312 | 0.1% | Computer and Technology |
VYM Vanguard High Dividend Yield ETF | $5,197,165 | $335,966 â–² | 6.9% | 32,269 | 0.1% | Financial Services |
AVIV Avantis International Large Cap Value ETF | $5,101,413 | $1,876,772 â–² | 58.2% | 64,739 | 0.1% | ETF |
NYF iShares New York Muni Bond ETF | $5,070,516 | $1,929,528 â–² | 61.4% | 94,537 | 0.1% | ETF |
VBR Vanguard Small-Cap Value ETF | $4,890,975 | $221,723 â–¼ | -4.3% | 20,206 | 0.1% | ETF |
KLAC KLA | $4,661,929 | $4,212,082 â–² | 936.3% | 20,136 | 0.1% | Computer and Technology |
BAC Bank of America | $4,557,938 | $260,638 â–² | 6.1% | 76,386 | 0.1% | Finance |
IVW iShares S&P 500 Growth ETF | $4,548,757 | $30,490 â–¼ | -0.7% | 32,822 | 0.1% | ETF |
XLK Technology Select Sector SPDR Fund | $4,542,871 | $2,044 â–² | 0.0% | 24,453 | 0.1% | ETF |
BRK.A Berkshire Hathaway | $4,438,500 | | 0.0% | 6 | 0.1% | Finance |
ARISTA NETWORKS INC
| $4,431,513 | $157,233 â–² | 3.7% | 23,703 | 0.1% | COM SHS |
AXP American Express | $4,428,066 | $160,912 â–² | 3.8% | 12,631 | 0.1% | Finance |
