VTI Vanguard Total Stock Market ETF | $127,061,337 | $588,414 ▼ | -0.5% | 488,885 | 9.4% | ETF |
VOO Vanguard S&P 500 ETF | $109,075,252 | $11,635,354 ▲ | 11.9% | 226,909 | 8.1% | ETF |
DFUS Dimensional U.S. Equity ETF | $93,490,543 | $14,297,020 ▲ | 18.1% | 1,640,761 | 6.9% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $79,492,118 | $555,631 ▼ | -0.7% | 689,437 | 5.9% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $62,436,532 | $9,088,817 ▲ | 17.0% | 1,954,195 | 4.6% | ETF |
VXUS Vanguard Total International Stock ETF | $61,533,782 | $6,661,949 ▲ | 12.1% | 1,020,460 | 4.6% | ETF |
VT Vanguard Total World Stock ETF | $56,201,421 | $2,872,570 ▲ | 5.4% | 508,608 | 4.2% | ETF |
VBR Vanguard Small-Cap Value ETF | $46,338,220 | $767,328 ▼ | -1.6% | 241,496 | 3.4% | ETF |
DFAI Dimensional International Core Equity Market ETF | $42,587,633 | $3,662,121 ▲ | 9.4% | 1,409,253 | 3.2% | ETF |
AAPL Apple | $34,080,555 | $2,447,370 ▲ | 7.7% | 198,743 | 2.5% | Computer and Technology |
VYM Vanguard High Dividend Yield ETF | $29,258,894 | $4,102,650 ▲ | 16.3% | 241,829 | 2.2% | ETF |
SYK Stryker | $25,930,488 | $1,017,422 ▼ | -3.8% | 72,458 | 1.9% | Medical |
MSFT Microsoft | $24,110,660 | $51,328 ▲ | 0.2% | 57,308 | 1.8% | Computer and Technology |
BND Vanguard Total Bond Market ETF | $21,399,856 | $542,692 ▲ | 2.6% | 294,642 | 1.6% | ETF |
IAU iShares Gold Trust | $21,286,986 | $6,172,618 ▼ | -22.5% | 506,712 | 1.6% | Finance |
BKLC BNY Mellon US Large Cap Core Equity ETF | $19,950,637 | $3,593 ▼ | 0.0% | 199,907 | 1.5% | ETF |
IWN iShares Russell 2000 Value ETF | $17,499,121 | $400,043 ▼ | -2.2% | 110,189 | 1.3% | ETF |
DFAU Dimensional US Core Equity Market ETF | $15,024,991 | $111,155 ▲ | 0.7% | 411,193 | 1.1% | ETF |
DFSV Dimensional US Small Cap Value ETF | $14,616,641 | $3,281,958 ▲ | 29.0% | 485,602 | 1.1% | ETF |
VO Vanguard Mid-Cap ETF | $13,051,875 | $1,575,610 ▲ | 13.7% | 52,237 | 1.0% | ETF |
AVUS Avantis U.S. Equity ETF | $12,811,313 | $5,149,925 ▲ | 67.2% | 143,143 | 0.9% | ETF |
IVV iShares Core S&P 500 ETF | $11,067,827 | $593,032 ▲ | 5.7% | 21,052 | 0.8% | ETF |
AVDE Avantis International Equity ETF | $10,413,066 | $3,432,013 ▲ | 49.2% | 163,368 | 0.8% | ETF |
BRK.B Berkshire Hathaway | $10,206,859 | $16,821 ▲ | 0.2% | 24,272 | 0.8% | Finance |
VTV Vanguard Value ETF | $9,308,379 | $324,910 ▼ | -3.4% | 57,155 | 0.7% | ETF |
SCHB Schwab US Broad Market ETF | $9,303,360 | $90,048 ▼ | -1.0% | 152,390 | 0.7% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $8,699,529 | $1,159,918 ▼ | -11.8% | 208,271 | 0.6% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $8,696,125 | $4,316,982 ▲ | 98.6% | 135,559 | 0.6% | ETF |
VOOV Vanguard S&P 500 Value ETF | $8,577,267 | $4,500,056 ▲ | 110.4% | 47,527 | 0.6% | ETF |
AMZN Amazon.com | $7,823,984 | $831,011 ▲ | 11.9% | 43,375 | 0.6% | Retail/Wholesale |
SCHF Schwab International Equity ETF | $7,560,405 | $200,953 ▲ | 2.7% | 193,757 | 0.6% | ETF |
SPY SPDR S&P 500 ETF Trust | $7,415,036 | $336,857 ▲ | 4.8% | 14,176 | 0.5% | Finance |
NVDA NVIDIA | $6,582,948 | $587,279 ▲ | 9.8% | 7,286 | 0.5% | Computer and Technology |
GOOGL Alphabet | $6,429,468 | $469,543 ▲ | 7.9% | 42,599 | 0.5% | Computer and Technology |
DFAS Dimensional U.S. Small Cap ETF | $6,121,189 | $58,662 ▲ | 1.0% | 98,190 | 0.5% | ETF |
VNQ Vanguard Real Estate ETF | $5,866,871 | $56,213 ▼ | -0.9% | 67,840 | 0.4% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $5,850,807 | $110,804 ▲ | 1.9% | 55,866 | 0.4% | ETF |
GRAYSCALE BITCOIN TR BTC
| $5,363,576 | $5,363,576 ▲ | New Holding | 84,907 | 0.4% | SHS REP COM UT |
VEA Vanguard FTSE Developed Markets ETF | $5,357,613 | $420,676 ▲ | 8.5% | 106,789 | 0.4% | ETF |
META Meta Platforms | $5,036,303 | $1,604,314 ▲ | 46.7% | 10,372 | 0.4% | Computer and Technology |
AIT Applied Industrial Technologies | $4,799,087 | | 0.0% | 24,293 | 0.4% | Industrial Products |
GLDM SPDR Gold MiniShares Trust | $4,606,485 | $185,803 ▲ | 4.2% | 104,574 | 0.3% | Finance |
EFV iShares MSCI EAFE Value ETF | $4,572,289 | $90,140 ▼ | -1.9% | 84,050 | 0.3% | ETF |
MGC Vanguard Mega Cap ETF | $4,371,227 | $810,262 ▲ | 22.8% | 23,392 | 0.3% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $4,205,714 | $2,171,834 ▲ | 106.8% | 166,365 | 0.3% | ETF |
AMGN Amgen | $4,204,883 | $372,181 ▲ | 9.7% | 14,789 | 0.3% | Medical |
EMXC iShares MSCI Emerging Markets ex China ETF | $3,970,457 | $2,193,227 ▲ | 123.4% | 68,968 | 0.3% | Manufacturing |
PG Procter & Gamble | $3,930,243 | $15,738 ▲ | 0.4% | 24,223 | 0.3% | Consumer Staples |
HFFG HF Foods Group | $3,887,493 | | 0.0% | 1,110,712 | 0.3% | Consumer Staples |
MUB iShares National Muni Bond ETF | $3,790,475 | $225,210 ▲ | 6.3% | 35,227 | 0.3% | ETF |
VONE Vanguard Russell 1000 | $3,686,103 | $560,291 ▲ | 17.9% | 15,467 | 0.3% | ETF |
MGK Vanguard Mega Cap Growth ETF | $3,595,721 | $296,347 ▲ | 9.0% | 12,546 | 0.3% | ETF |
VUG Vanguard Growth ETF | $3,478,477 | $131,484 ▼ | -3.6% | 10,106 | 0.3% | ETF |
ZTS Zoetis | $3,421,882 | $2,877 ▲ | 0.1% | 20,223 | 0.3% | Medical |
MGV Vanguard Mega Cap Value ETF | $3,393,974 | $20,914 ▲ | 0.6% | 28,399 | 0.3% | ETF |
PEP PepsiCo | $3,324,916 | $34,126 ▲ | 1.0% | 18,999 | 0.2% | Consumer Staples |
SPTS SPDR Portfolio Short Term Treasury ETF | $3,292,008 | $28,023 ▲ | 0.9% | 113,832 | 0.2% | ETF |
ISHARES BITCOIN TR
| $3,270,988 | $3,270,988 ▲ | New Holding | 80,825 | 0.2% | SHS |
IWV iShares Russell 3000 ETF | $3,258,528 | $900 ▲ | 0.0% | 10,859 | 0.2% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $3,187,954 | $58,564 ▲ | 1.9% | 46,978 | 0.2% | Manufacturing |
DFUV Dimensional US Marketwide Value ETF | $3,145,505 | $343,725 ▲ | 12.3% | 76,907 | 0.2% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $3,086,522 | $1,647 ▲ | 0.1% | 35,612 | 0.2% | ETF |
CAT Caterpillar | $2,938,480 | $522,543 ▲ | 21.6% | 8,019 | 0.2% | Industrial Products |
AVGO Broadcom | $2,925,761 | $222,713 ▲ | 8.2% | 2,207 | 0.2% | Computer and Technology |
TIP iShares TIPS Bond ETF | $2,827,728 | $448,106 ▼ | -13.7% | 26,327 | 0.2% | ETF |
IBM International Business Machines | $2,797,527 | $540,983 ▲ | 24.0% | 14,650 | 0.2% | Computer and Technology |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $2,677,923 | $765,479 ▲ | 40.0% | 50,205 | 0.2% | ETF |
MU Micron Technology | $2,660,305 | $44,091 ▼ | -1.6% | 22,566 | 0.2% | Computer and Technology |
BKIE BNY Mellon International Equity ETF | $2,610,851 | $4,688 ▲ | 0.2% | 34,530 | 0.2% | ETF |
VGT Vanguard Information Technology ETF | $2,610,092 | $590,390 ▲ | 29.2% | 4,978 | 0.2% | ETF |
VONV Vanguard Russell 1000 Value | $2,588,650 | $273,437 ▲ | 11.8% | 32,917 | 0.2% | ETF |
VIG Vanguard Dividend Appreciation ETF | $2,561,537 | $190,088 ▲ | 8.0% | 14,028 | 0.2% | ETF |
HON Honeywell International | $2,462,857 | | 0.0% | 11,999 | 0.2% | Multi-Sector Conglomerates |
MCK McKesson | $2,446,962 | | 0.0% | 4,558 | 0.2% | Medical |
MRK Merck & Co., Inc. | $2,414,348 | $93,154 ▲ | 4.0% | 18,298 | 0.2% | Medical |
DVY iShares Select Dividend ETF | $2,367,202 | | 0.0% | 19,217 | 0.2% | ETF |
KLAC KLA | $2,305,438 | $194,216 ▲ | 9.2% | 3,300 | 0.2% | Computer and Technology |
JPM JPMorgan Chase & Co. | $2,222,687 | $72,507 ▲ | 3.4% | 11,097 | 0.2% | Finance |
VYMI Vanguard International High Dividend Yield ETF | $2,203,309 | $278,019 ▲ | 14.4% | 32,025 | 0.2% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $2,158,990 | $456,909 ▲ | 26.8% | 27,926 | 0.2% | ETF |
F Ford Motor | $2,104,414 | $6,507 ▼ | -0.3% | 158,465 | 0.2% | Auto/Tires/Trucks |
GOOG Alphabet | $2,079,264 | $557,881 ▲ | 36.7% | 13,656 | 0.2% | Computer and Technology |
ABBV AbbVie | $2,078,038 | $388,949 ▲ | 23.0% | 11,412 | 0.2% | Medical |
SCHM Schwab U.S. Mid-Cap ETF | $2,060,040 | $13,029 ▲ | 0.6% | 25,298 | 0.2% | ETF |
QQQ Invesco QQQ | $2,057,848 | $116,767 ▲ | 6.0% | 4,635 | 0.2% | Finance |
SCHX Schwab US Large-Cap ETF | $2,039,912 | $472,152 ▼ | -18.8% | 32,870 | 0.2% | ETF |
APO Apollo Global Management | $1,993,005 | $10,907 ▲ | 0.6% | 17,724 | 0.1% | Finance |
LOW Lowe's Companies | $1,911,430 | $22,418 ▼ | -1.2% | 7,503 | 0.1% | Retail/Wholesale |
BRK.A Berkshire Hathaway | $1,903,320 | | 0.0% | 3 | 0.1% | Finance |
CSCO Cisco Systems | $1,832,380 | $322,865 ▲ | 21.4% | 36,714 | 0.1% | Computer and Technology |
KAI Kadant | $1,809,800 | | 0.0% | 5,516 | 0.1% | Industrial Products |
ITB iShares U.S. Home Construction ETF | $1,788,647 | | 0.0% | 15,450 | 0.1% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $1,754,539 | $840 ▲ | 0.0% | 70,976 | 0.1% | ETF |
VXF Vanguard Extended Market ETF | $1,751,978 | $29,270 ▲ | 1.7% | 9,996 | 0.1% | ETF |
IJR iShares Core S&P Small-Cap ETF | $1,723,976 | $16,246 ▼ | -0.9% | 15,599 | 0.1% | ETF |
BKAG BNY Mellon Core Bond ETF | $1,712,822 | $108,611 ▼ | -6.0% | 40,908 | 0.1% | ETF |
ADBE Adobe | $1,704,036 | $550,015 ▲ | 47.7% | 3,377 | 0.1% | Computer and Technology |
JNJ Johnson & Johnson | $1,691,834 | $2,452,250 ▼ | -59.2% | 10,695 | 0.1% | Medical |
AXP American Express | $1,646,966 | $422,159 ▲ | 34.5% | 7,233 | 0.1% | Finance |
HD Home Depot | $1,644,448 | $66,361 ▲ | 4.2% | 4,287 | 0.1% | Retail/Wholesale |
