VIG Vanguard Dividend Appreciation ETF | $27,965,177 | $4,088,085 â–² | 17.1% | 118,186 | 12.3% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $18,559,974 | $3,910,956 â–² | 26.7% | 369,500 | 8.2% | ETF |
SMLF iShares U.S. Small Cap Equity Factor ETF | $9,616,688 | $575,488 â–² | 6.4% | 107,883 | 4.2% | ETF |
FNDF Schwab Fundamental International Equity ETF | $9,310,584 | $2,255,378 â–² | 32.0% | 176,471 | 4.1% | ETF |
FNDX Schwab Fundamental U.S. Large Company ETF | $8,784,361 | $275,235 â–² | 3.2% | 282,455 | 3.9% | ETF |
FBND Fidelity Total Bond ETF | $8,296,253 | $5,138,423 â–² | 162.7% | 182,375 | 3.7% | ETF |
SPHQ Invesco S&P 500 Quality ETF | $7,058,319 | $4,746,001 â–² | 205.2% | 78,339 | 3.1% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $5,863,312 | $1,601,058 â–² | 37.6% | 61,319 | 2.6% | ETF |
BND Vanguard Total Bond Market ETF | $5,360,179 | $265,744 â–² | 5.2% | 73,017 | 2.4% | ETF |
BRK.B Berkshire Hathaway | $4,993,892 | $498,388 â–¼ | -9.1% | 9,980 | 2.2% | Finance |
VEA Vanguard FTSE Developed Markets ETF | $4,673,246 | $242,038 â–² | 5.5% | 65,589 | 2.1% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $4,554,264 | $253,202 â–¼ | -5.3% | 113,262 | 2.0% | ETF |
TCAF T. Rowe Price Capital Appreciation Equity ETF | $4,133,062 | $421,645 â–² | 11.4% | 100,561 | 1.8% | ETF |
GOOGL Alphabet | $4,042,954 | $112,572 â–¼ | -2.7% | 11,313 | 1.8% | Communication Services |
IQLT iShares MSCI Intl Quality Factor ETF | $3,837,264 | $300,770 â–² | 8.5% | 77,442 | 1.7% | ETF |
VO Vanguard Mid-Cap ETF | $3,670,092 | $2,934,092 â–² | 398.7% | 45,552 | 1.6% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $3,512,906 | $35,108 â–² | 1.0% | 16,510 | 1.5% | ETF |
VUG Vanguard Growth ETF | $3,339,264 | $2,846,377 â–² | 577.5% | 38,766 | 1.5% | ETF |
GMO ETF TRUST
| $3,210,917 | $137,888 â–² | 4.5% | 77,148 | 1.4% | US QUALITY ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $2,861,422 | $168,761 â–¼ | -5.6% | 28,909 | 1.3% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $2,608,783 | $38,759 â–² | 1.5% | 25,375 | 1.1% | ETF |
VUSB Vanguard Ultra-Short Bond ETF | $2,586,734 | $340,398 â–² | 15.2% | 51,963 | 1.1% | ETF |
VXUS Vanguard Total International Stock ETF | $2,232,439 | $598 â–² | 0.0% | 26,113 | 1.0% | ETF |
VTI Vanguard Total Stock Market ETF | $2,221,936 | $180,567 â–² | 8.8% | 6,005 | 1.0% | ETF |
AAPL Apple | $2,183,732 | $228,298 â–¼ | -9.5% | 7,547 | 1.0% | Technology |
VTV Vanguard Value ETF | $2,099,610 | $271,550 â–² | 14.9% | 9,634 | 0.9% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,066,191 | $4,480 â–¼ | -0.2% | 2,767 | 0.9% | ETF |
ESGV Vanguard ESG U.S. Stock ETF | $2,044,988 | $120,472 â–² | 6.3% | 15,464 | 0.9% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $2,003,732 | $81,498 â–² | 4.2% | 42,264 | 0.9% | ETF |
VOO Vanguard S&P 500 ETF | $1,886,867 | $862,725 â–¼ | -31.4% | 2,747 | 0.8% | ETF |
EFV iShares MSCI EAFE Value ETF | $1,802,969 | $759,370 â–¼ | -29.6% | 23,553 | 0.8% | ETF |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $1,669,388 | $11,160 â–² | 0.7% | 81,973 | 0.7% | ETF |
VB Vanguard Small-Cap ETF | $1,652,212 | $79,413 â–² | 5.0% | 5,451 | 0.7% | ETF |
EFA iShares MSCI EAFE ETF | $1,642,867 | $11,011 â–² | 0.7% | 15,815 | 0.7% | ETF |
EFG iShares MSCI EAFE Growth ETF | $1,541,140 | $40,062 â–¼ | -2.5% | 12,387 | 0.7% | ETF |
IVV iShares Core S&P 500 ETF | $1,468,921 | $4,494 â–² | 0.3% | 1,961 | 0.6% | ETF |
CVX Chevron | $1,439,388 | $166 â–² | 0.0% | 8,684 | 0.6% | Energy |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $1,433,339 | $8,866 â–² | 0.6% | 73,074 | 0.6% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $1,396,294 | $9,274 â–² | 0.7% | 71,513 | 0.6% | ETF |
FNDE Schwab Fundamental Emerging Markets Equity ETF | $1,352,373 | $3,690 â–² | 0.3% | 34,082 | 0.6% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $1,311,750 | $7,027 â–² | 0.5% | 12,320 | 0.6% | ETF |
GLD SPDR Gold Shares | $1,305,907 | $1,842 â–² | 0.1% | 3,545 | 0.6% | ETF |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $1,263,661 | $8,972 â–² | 0.7% | 68,030 | 0.6% | ETF |
VGT Vanguard Information Technology ETF | $1,147,885 | $1,007,208 â–² | 716.0% | 9,604 | 0.5% | ETF |
DELL Dell Technologies | $1,136,897 | $51,344 â–² | 4.7% | 2,635 | 0.5% | Technology |
XOM ExxonMobil | $1,115,151 | $273 â–² | 0.0% | 8,156 | 0.5% | Energy |
DFAS Dimensional U.S. Small Cap ETF | $1,100,945 | $215,726 â–² | 24.4% | 13,371 | 0.5% | ETF |
SCHF Schwab International Equity ETF | $1,087,818 | $52,270 â–² | 5.0% | 39,271 | 0.5% | ETF |
CRMD CorMedix | $1,008,741 | | 0.0% | 128,502 | 0.4% | Healthcare |
IEFA iShares Core MSCI EAFE ETF | $967,073 | $708,427 â–¼ | -42.3% | 10,013 | 0.4% | ETF |
AMZN Amazon.com | $953,122 | $197,822 â–¼ | -17.2% | 3,999 | 0.4% | Consumer Discretionary |
VGIT Vanguard Intermediate-Term Treasury ETF | $948,361 | $120,558 â–² | 14.6% | 16,079 | 0.4% | ETF |
MUB iShares National Muni Bond ETF | $937,835 | $3,874 â–² | 0.4% | 8,714 | 0.4% | ETF |
PM Philip Morris International | $918,299 | | 0.0% | 5,076 | 0.4% | Consumer Staples |
XMHQ Invesco S&P MidCap Quality ETF | $901,610 | $173,730 â–² | 23.9% | 7,987 | 0.4% | ETF |
GE GE Aerospace | $858,981 | | 0.0% | 2,298 | 0.4% | Industrials |
BSCU Invesco BulletShares 2030 Corporate Bond ETF | $854,015 | $7,940 â–² | 0.9% | 51,308 | 0.4% | ETF |
VOE Vanguard Mid-Cap Value ETF | $832,869 | $127,252 â–¼ | -13.3% | 4,215 | 0.4% | ETF |
FNDA Schwab Fundamental U.S. Small Company ETF | $808,152 | $6,660 â–² | 0.8% | 21,234 | 0.4% | ETF |
GOOG Alphabet | $776,315 | $426,143 â–¼ | -35.4% | 2,197 | 0.3% | Communication Services |
MRK Merck & Co., Inc. | $769,044 | $19,917 â–¼ | -2.5% | 5,985 | 0.3% | Healthcare |
MSFT Microsoft | $749,806 | | 0.0% | 2,010 | 0.3% | Technology |
WALMART INC
| $681,485 | $25,030 â–¼ | -3.5% | 6,017 | 0.3% | COM |
LLY Eli Lilly and Company | $680,280 | | 0.0% | 567 | 0.3% | Healthcare |
MARSH & MCLENNAN COS INC
| $672,680 | $2,333 â–² | 0.3% | 4,036 | 0.3% | COM |
GE VERNOVA INC
| $595,654 | | 0.0% | 507 | 0.3% | COM |
VGSH Vanguard Short-Term Treasury ETF | $586,044 | $4,540 â–² | 0.8% | 10,069 | 0.3% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $584,584 | $6,551 â–² | 1.1% | 11,154 | 0.3% | ETF |
META Meta Platforms | $578,496 | $228,131 â–¼ | -28.3% | 1,027 | 0.3% | Communication Services |
DFLV Dimensional US Large Cap Value ETF | $577,384 | $2,096 â–² | 0.4% | 14,603 | 0.3% | ETF |
BSMS Invesco BulletShares 2028 Municipal Bond ETF | $566,384 | $202,874 â–² | 55.8% | 24,163 | 0.2% | ETF |
BJUL Innovator U.S. Equity Buffer ETF - July | $535,714 | $90,480 â–² | 20.3% | 9,864 | 0.2% | ETF |
RTX RTX | $524,793 | $21,439 â–¼ | -3.9% | 2,766 | 0.2% | Industrials |
IEMG iShares Core MSCI Emerging Markets ETF | $516,413 | $47,301 â–² | 10.1% | 6,234 | 0.2% | ETF |
NULG Nuveen ESG Large-Cap Growth ETF | $497,980 | | 0.0% | 4,254 | 0.2% | ETF |
AVGO Broadcom | $496,741 | $3,777 â–¼ | -0.8% | 1,315 | 0.2% | Technology |
SCHD Schwab US Dividend Equity ETF | $496,264 | | 0.0% | 15,650 | 0.2% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $464,843 | $5,663 â–² | 1.2% | 12,476 | 0.2% | ETF |
JNJ Johnson & Johnson | $454,156 | $254 â–² | 0.1% | 1,788 | 0.2% | Healthcare |
COST Costco Wholesale | $446,552 | $44,000 â–² | 10.9% | 477 | 0.2% | Consumer Staples |
VZ Verizon Communications | $432,057 | $8,299 â–¼ | -1.9% | 10,204 | 0.2% | Communication Services |
IBM International Business Machines | $428,002 | | 0.0% | 1,522 | 0.2% | Technology |
MMM 3M | $417,890 | | 0.0% | 2,581 | 0.2% | Industrials |
XVV iShares ESG Select Screened S&P 500 ETF | $416,940 | $170 â–² | 0.0% | 7,342 | 0.2% | ETF |
VPU Vanguard Utilities ETF | $413,389 | $1,957 â–² | 0.5% | 2,112 | 0.2% | ETF |
PEP PepsiCo | $400,035 | | 0.0% | 2,954 | 0.2% | Consumer Staples |
BAC Bank of America | $384,729 | $57 â–¼ | 0.0% | 6,752 | 0.2% | Finance |
QQQ Invesco QQQ | $376,088 | $25,023 â–² | 7.1% | 511 | 0.2% | ETF |
DFUS Dimensional U.S. Equity ETF | $374,307 | $901 â–² | 0.2% | 4,568 | 0.2% | ETF |
DFEV Dimensional Emerging Markets Value ETF | $369,535 | | 0.0% | 8,661 | 0.2% | ETF |
BSMU Invesco BulletShares 2030 Municipal Bond ETF | $366,396 | $2,608 â–² | 0.7% | 16,716 | 0.2% | ETF |
BSMT Invesco BulletShares 2029 Municipal Bond ETF | $364,965 | $2,533 â–² | 0.7% | 15,847 | 0.2% | ETF |
BSMR Invesco BulletShares 2027 Municipal Bond ETF | $364,679 | $2,459 â–² | 0.7% | 15,426 | 0.2% | ETF |
BSMQ Invesco BulletShares 2026 Municipal Bond ETF | $363,807 | $2,472 â–² | 0.7% | 15,452 | 0.2% | ETF |
BSV Vanguard Short-Term Bond ETF | $351,662 | $45,029 â–² | 14.7% | 4,514 | 0.2% | ETF |
PG Procter & Gamble | $348,563 | | 0.0% | 2,377 | 0.2% | Consumer Staples |
GS The Goldman Sachs Group | $347,911 | | 0.0% | 344 | 0.2% | Finance |
IMTM iShares MSCI Intl Momentum Factor ETF | $347,498 | | 0.0% | 6,516 | 0.2% | ETF |
ITA iShares U.S. Aerospace & Defense ETF | $326,370 | $1,697 â–² | 0.5% | 1,346 | 0.1% | ETF |
IVW iShares S&P 500 Growth ETF | $326,096 | $1,513 â–² | 0.5% | 2,371 | 0.1% | ETF |
