IUSB iShares Core Total USD Bond Market ETF | $35,865,185 | $3,969,591 â–² | 12.4% | 777,144 | 10.7% | Manufacturing |
FNDX Schwab Fundamental U.S. Large Company ETF | $23,261,239 | $209,863 â–² | 0.9% | 747,950 | 7.0% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $22,236,925 | $71,474 â–² | 0.3% | 118,225 | 6.7% | Manufacturing |
AVDE Avantis International Equity ETF | $16,106,834 | $758,021 â–² | 4.9% | 180,570 | 4.8% | ETF |
SCHX Schwab US Large-Cap ETF | $11,564,951 | $327,938 â–¼ | -2.8% | 392,965 | 3.5% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $10,552,774 | $319,094 â–² | 3.1% | 109,366 | 3.2% | ETF |
VO Vanguard Mid-Cap ETF | $10,451,875 | $7,854,134 â–² | 302.3% | 129,724 | 3.1% | ETF |
AAPL Apple | $8,122,151 | $19,098 â–¼ | -0.2% | 28,069 | 2.4% | Computer and Technology |
GOOGL Alphabet | $7,831,651 | $163,316 â–¼ | -2.0% | 21,915 | 2.3% | Computer and Technology |
IJR iShares Core S&P Small-Cap ETF | $7,362,697 | $92,990 â–² | 1.3% | 49,644 | 2.2% | ETF |
DFSU Dimensional US Sustainability Core 1 ETF | $6,688,739 | $31,568 â–¼ | -0.5% | 143,443 | 2.0% | ETF |
SCHH Schwab U.S. REIT ETF | $5,571,895 | $99,290 â–² | 1.8% | 235,300 | 1.7% | ETF |
GOOG Alphabet | $5,042,881 | $97,169 â–¼ | -1.9% | 14,272 | 1.5% | Computer and Technology |
DFAU Dimensional US Core Equity Market ETF | $4,961,062 | $33,754 â–¼ | -0.7% | 95,977 | 1.5% | ETF |
FTHI First Trust BuyWrite Income ETF | $4,928,580 | $10,112 â–² | 0.2% | 206,649 | 1.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $4,641,925 | $11,202 â–¼ | -0.2% | 6,216 | 1.4% | Finance |
AGG iShares Core U.S. Aggregate Bond ETF | $4,375,018 | $24,448 â–² | 0.6% | 44,201 | 1.3% | Finance |
AVUS Avantis U.S. Equity ETF | $4,372,959 | $743,769 â–² | 20.5% | 34,142 | 1.3% | ETF |
SCHD Schwab US Dividend Equity ETF | $4,349,744 | $19,058 â–² | 0.4% | 137,173 | 1.3% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $4,093,038 | $63,667 â–² | 1.6% | 25,008 | 1.2% | Manufacturing |
NVDA NVIDIA | $3,955,214 | $285,131 â–² | 7.8% | 19,767 | 1.2% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $3,830,012 | $17,670 â–² | 0.5% | 53,755 | 1.1% | ETF |
IWF iShares Russell 1000 Growth ETF | $3,571,183 | $2,680,498 â–² | 300.9% | 28,760 | 1.1% | ETF |
QQQ Invesco QQQ | $3,403,104 | $752,645 â–² | 28.4% | 4,621 | 1.0% | Finance |
SCHB Schwab US Broad Market ETF | $3,351,836 | $60,382 â–¼ | -1.8% | 115,740 | 1.0% | ETF |
BNDX Vanguard Total International Bond ETF | $3,239,053 | $285,447 â–² | 9.7% | 66,881 | 1.0% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $2,775,051 | $79,896 â–¼ | -2.8% | 39,700 | 0.8% | ETF |
TSLA Tesla | $2,593,841 | $170,343 â–¼ | -6.2% | 6,167 | 0.8% | Auto/Tires/Trucks |
MSFT Microsoft | $2,477,855 | $102,576 â–² | 4.3% | 6,643 | 0.7% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $2,350,482 | $194,640 â–¼ | -7.6% | 6,352 | 0.7% | ETF |
BRK.B Berkshire Hathaway | $2,251,326 | $17,514 â–² | 0.8% | 4,499 | 0.7% | Finance |
DFAS Dimensional U.S. Small Cap ETF | $2,133,303 | $24,702 â–² | 1.2% | 25,908 | 0.6% | ETF |
JHMM John Hancock Multifactor Mid Cap ETF | $2,050,530 | $7,571 â–² | 0.4% | 27,355 | 0.6% | ETF |
AMZN Amazon.com | $1,891,680 | $113,925 â–² | 6.4% | 7,937 | 0.6% | Retail/Wholesale |
ESGD iShares ESG Aware MSCI EAFE ETF | $1,834,280 | $34,442 â–² | 1.9% | 17,841 | 0.5% | Manufacturing |
LLY Eli Lilly and Company | $1,665,048 | $1,012,464 â–² | 155.1% | 1,388 | 0.5% | Medical |
IJS iShares S&P Small-Cap 600 Value ETF | $1,657,191 | $6,424 â–² | 0.4% | 12,125 | 0.5% | ETF |
STRL Sterling Infrastructure | $1,618,287 | $347,495 â–¼ | -17.7% | 1,928 | 0.5% | Construction |
JNJ Johnson & Johnson | $1,612,116 | $874,372 â–² | 118.5% | 6,348 | 0.5% | Medical |
FNDF Schwab Fundamental International Equity ETF | $1,555,553 | $103,461 â–¼ | -6.2% | 29,484 | 0.5% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $1,398,974 | $31,057 â–¼ | -2.2% | 10,946 | 0.4% | ETF |
SCHA Schwab US Small-Cap ETF | $1,373,986 | $4,805 â–² | 0.4% | 38,029 | 0.4% | ETF |
ABBV AbbVie | $1,285,629 | $30,700 â–² | 2.4% | 5,109 | 0.4% | Medical |
SCHC Schwab International Small-Cap Equity ETF | $1,274,730 | $14,773 â–¼ | -1.1% | 26,491 | 0.4% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $1,230,413 | $184,334 â–¼ | -13.0% | 13,490 | 0.4% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $1,213,256 | $26,694 â–¼ | -2.2% | 32,906 | 0.4% | ETF |
JPM JPMorgan Chase & Co. | $1,115,974 | $59,252 â–² | 5.6% | 3,409 | 0.3% | Finance |
HPE Hewlett Packard Enterprise | $1,014,705 | | 0.0% | 22,494 | 0.3% | Computer and Technology |
SCHK Schwab 1000 Index ETF | $1,013,539 | $77,709 â–¼ | -7.1% | 28,107 | 0.3% | ETF |
ELS Equity Lifestyle Properties | $988,663 | $27,133 â–² | 2.8% | 15,340 | 0.3% | Finance |
MDY SPDR S&P MidCap 400 ETF Trust | $988,338 | $16,883 â–¼ | -1.7% | 1,405 | 0.3% | ETF |
SCHF Schwab International Equity ETF | $933,605 | $8,310 â–¼ | -0.9% | 33,704 | 0.3% | ETF |
AVGO Broadcom | $927,799 | $75,931 â–² | 8.9% | 2,456 | 0.3% | Computer and Technology |
KLAC KLA | $917,210 | $826,092 â–² | 906.6% | 3,040 | 0.3% | Computer and Technology |
DFAC Dimensional U.S. Core Equity 2 ETF | $865,477 | $2,085 â–² | 0.2% | 19,510 | 0.3% | ETF |
IWN iShares Russell 2000 Value ETF | $859,889 | $1,327 â–² | 0.2% | 3,887 | 0.3% | ETF |
PSA Public Storage | $797,367 | $16,870 â–² | 2.2% | 2,505 | 0.2% | Finance |
EFA iShares MSCI EAFE ETF | $783,100 | $4,674 â–² | 0.6% | 7,539 | 0.2% | Finance |
PANW Palo Alto Networks | $777,867 | $37,853 â–¼ | -4.6% | 2,281 | 0.2% | Computer and Technology |
COST Costco Wholesale | $775,855 | $22,461 â–² | 3.0% | 829 | 0.2% | Retail/Wholesale |
KEYS Keysight Technologies | $772,955 | $34,657 â–² | 4.7% | 2,208 | 0.2% | Computer and Technology |
RSP Invesco S&P 500 Equal Weight ETF | $760,878 | $405,759 â–¼ | -34.8% | 3,576 | 0.2% | ETF |
INTC Intel | $739,322 | $501,399 â–² | 210.7% | 5,295 | 0.2% | Computer and Technology |
BSV Vanguard Short-Term Bond ETF | $695,212 | $597,354 â–² | 610.4% | 8,923 | 0.2% | ETF |
IYR iShares U.S. Real Estate ETF | $694,242 | | 0.0% | 6,790 | 0.2% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $691,403 | $2,628 â–¼ | -0.4% | 4,209 | 0.2% | ETF |
VNQ Vanguard Real Estate ETF | $674,675 | $27,770 â–² | 4.3% | 6,997 | 0.2% | ETF |
FNDB Schwab Fundamental U.S. Broad Market ETF | $664,289 | $22,449 â–² | 3.5% | 21,809 | 0.2% | ETF |
PWR Quanta Services | $655,957 | $56,163 â–¼ | -7.9% | 911 | 0.2% | Construction |
EEM iShares MSCI Emerging Markets ETF | $655,779 | $16,760 â–¼ | -2.5% | 9,586 | 0.2% | Finance |
ETN Eaton | $644,720 | $8,096 â–² | 1.3% | 1,513 | 0.2% | Industrials |
CVX Chevron | $641,766 | $23,702 â–² | 3.8% | 3,872 | 0.2% | Energy |
ESGE iShares ESG Aware MSCI EM ETF | $624,339 | $1,148 â–² | 0.2% | 11,416 | 0.2% | Manufacturing |
IEFA iShares Core MSCI EAFE ETF | $617,717 | $35,740 â–¼ | -5.5% | 6,395 | 0.2% | ETF |
FPEI First Trust Institutional Preferred Securities and Income ETF | $605,864 | $36,555 â–¼ | -5.7% | 31,408 | 0.2% | ETF |
A Agilent Technologies | $602,517 | $41,841 â–² | 7.5% | 4,536 | 0.2% | Medical |
VB Vanguard Small-Cap ETF | $589,478 | $15,457 â–¼ | -2.6% | 1,945 | 0.2% | ETF |
FICO Fair Isaac | $536,457 | $215,061 â–¼ | -28.6% | 449 | 0.2% | Computer and Technology |
DFSI Dimensional International Sustainability Core 1 ETF | $534,281 | $6,314 â–² | 1.2% | 11,847 | 0.2% | ETF |
MCD McDonald's | $523,300 | $5,947 â–¼ | -1.1% | 1,936 | 0.2% | Retail/Wholesale |
PLD Prologis | $523,050 | $406 â–² | 0.1% | 3,861 | 0.2% | Finance |
META Meta Platforms | $497,586 | $2,818 â–² | 0.6% | 883 | 0.1% | Computer and Technology |
VBR Vanguard Small-Cap Value ETF | $490,695 | $5,104 â–¼ | -1.0% | 2,019 | 0.1% | ETF |
AMD Advanced Micro Devices | $490,289 | $45,892 â–² | 10.3% | 844 | 0.1% | Computer and Technology |
AVUV Avantis U.S. Small Cap Value ETF | $490,185 | $1,747 â–² | 0.4% | 3,929 | 0.1% | ETF |
HPQ HP | $481,320 | $44,999 â–² | 10.3% | 21,938 | 0.1% | Computer and Technology |
MU Micron Technology | $477,877 | $339,362 â–² | 245.0% | 414 | 0.1% | Computer and Technology |
TOST Toast | $466,152 | $58,784 â–² | 14.4% | 16,756 | 0.1% | Computer and Technology |
IWM iShares Russell 2000 ETF | $444,666 | $18,027 â–² | 4.2% | 1,480 | 0.1% | Finance |
VOE Vanguard Mid-Cap Value ETF | $432,152 | $55,131 â–¼ | -11.3% | 2,187 | 0.1% | ETF |
RSPT Invesco S&P 500 Equal Weight Technology ETF | $408,695 | $40,637 â–² | 11.0% | 6,336 | 0.1% | ETF |
CSCO Cisco Systems | $395,256 | $239,738 â–² | 154.2% | 3,365 | 0.1% | Computer and Technology |
SPG Simon Property Group | $384,455 | $671 â–² | 0.2% | 1,719 | 0.1% | Finance |
VT Vanguard Total World Stock ETF | $376,172 | | 0.0% | 2,397 | 0.1% | ETF |
V Visa | $366,421 | $58,669 â–² | 19.1% | 1,068 | 0.1% | Business Services |
EFV iShares MSCI EAFE Value ETF | $364,681 | $9,492 â–² | 2.7% | 4,764 | 0.1% | ETF |
IBM International Business Machines | $363,986 | $214,904 â–² | 144.2% | 1,294 | 0.1% | Computer and Technology |
VNQI Vanguard Global ex-U.S. Real Estate ETF | $354,485 | $20,541 â–² | 6.2% | 7,904 | 0.1% | ETF |
RTX RTX | $354,426 | $37,378 â–² | 11.8% | 1,868 | 0.1% | Aerospace |
CGCP Capital Group Core Plus Income ETF | $350,517 | $2,786 â–² | 0.8% | 15,725 | 0.1% | ETF |
