VTI Vanguard Total Stock Market ETF | $333,666,135 | $10,254,311 ▼ | -3.0% | 1,406,568 | 5.0% | ETF |
QQQ Invesco QQQ Trust | $193,035,807 | $17,868,582 ▲ | 10.2% | 471,371 | 2.9% | Finance |
GOVT iShares U.S. Treasury Bond ETF | $191,410,183 | $190,786,237 ▲ | 30,577.4% | 8,307,734 | 2.9% | ETF |
SPY SPDR S&P 500 ETF Trust | $189,965,668 | $710,113 ▼ | -0.4% | 399,667 | 2.9% | Finance |
AAPL Apple | $184,596,898 | $33,004,087 ▲ | 21.8% | 958,795 | 2.8% | Computer and Technology |
SCHX Schwab US Large-Cap ETF | $176,403,063 | $4,135,304 ▲ | 2.4% | 3,127,714 | 2.7% | ETF |
VOO Vanguard S&P 500 ETF | $158,073,426 | $152,170,952 ▲ | 2,578.1% | 361,890 | 2.4% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $141,624,044 | $38,248,853 ▲ | 37.0% | 1,426,943 | 2.1% | Finance |
MSFT Microsoft | $137,398,149 | $26,261,111 ▲ | 23.6% | 365,382 | 2.1% | Computer and Technology |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $135,408,504 | $33,910,792 ▲ | 33.4% | 1,286,786 | 2.0% | ETF |
SCHF Schwab International Equity ETF | $133,365,667 | $618,452 ▲ | 0.5% | 3,608,378 | 2.0% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $129,458,323 | $438,362 ▲ | 0.3% | 1,718,778 | 2.0% | ETF |
VTV Vanguard Value ETF | $103,529,996 | $22,460,293 ▲ | 27.7% | 692,508 | 1.6% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $100,528,239 | $994,729 ▲ | 1.0% | 975,339 | 1.5% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $90,966,448 | $23,692,150 ▼ | -20.7% | 1,781,909 | 1.4% | ETF |
AMZN Amazon.com | $81,914,354 | $12,662,377 ▲ | 18.3% | 539,123 | 1.2% | Retail/Wholesale |
IXUS iShares Core MSCI Total International Stock ETF | $78,362,733 | $1,355,674 ▲ | 1.8% | 1,206,880 | 1.2% | Manufacturing |
BND Vanguard Total Bond Market ETF | $75,333,519 | $16,044,198 ▲ | 27.1% | 1,024,249 | 1.1% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $71,193,187 | $4,415,668 ▲ | 6.6% | 483,847 | 1.1% | ETF |
BSV Vanguard Short-Term Bond ETF | $69,475,648 | $47,765,639 ▲ | 220.0% | 902,047 | 1.0% | ETF |
NVDA NVIDIA | $63,524,880 | $60,553,558 ▲ | 2,037.9% | 128,276 | 1.0% | Computer and Technology |
MUB iShares National Muni Bond ETF | $61,922,948 | $31,278,682 ▲ | 102.1% | 571,192 | 0.9% | ETF |
IQDG WisdomTree International Quality Dividend Growth Fund | $60,072,686 | $6,679,736 ▲ | 12.5% | 1,656,264 | 0.9% | Finance |
IVV iShares Core S&P 500 ETF | $57,247,001 | $30,762,812 ▲ | 116.2% | 119,856 | 0.9% | ETF |
VPL Vanguard FTSE Pacific ETF | $56,663,784 | $941,360 ▼ | -1.6% | 786,669 | 0.9% | ETF |
VGK Vanguard FTSE Europe ETF | $56,644,112 | $1,963,222 ▼ | -3.3% | 878,476 | 0.9% | ETF |
GOOGL Alphabet | $49,923,291 | $14,368,106 ▲ | 40.4% | 357,386 | 0.8% | Communication Services |
SCHG Schwab U.S. Large-Cap Growth ETF | $48,865,015 | $166,833 ▼ | -0.3% | 589,019 | 0.7% | ETF |
BNDX Vanguard Total International Bond ETF | $47,442,474 | $8,087,319 ▲ | 20.5% | 961,055 | 0.7% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $46,875,495 | $7,639,928 ▲ | 19.5% | 666,982 | 0.7% | Manufacturing |
BRK.B Berkshire Hathaway | $46,468,628 | $8,999,980 ▲ | 24.0% | 130,288 | 0.7% | Finance |
LLY Eli Lilly and Company | $45,493,763 | $5,220,605 ▲ | 13.0% | 78,045 | 0.7% | Medical |
HD Home Depot | $44,174,331 | $9,908,893 ▲ | 28.9% | 127,469 | 0.7% | Retail/Wholesale |
IEFA iShares Core MSCI EAFE ETF | $41,521,962 | $40,550,710 ▲ | 4,175.1% | 590,220 | 0.6% | ETF |
SCHP Schwab U.S. TIPS ETF | $40,784,708 | $6,822,542 ▲ | 20.1% | 781,316 | 0.6% | ETF |
AVGO Broadcom | $40,128,251 | $9,142,128 ▲ | 29.5% | 35,949 | 0.6% | Computer and Technology |
VNQ Vanguard Real Estate ETF | $38,592,225 | $7,238,721 ▲ | 23.1% | 436,761 | 0.6% | ETF |
JNJ Johnson & Johnson | $36,889,786 | $12,774,913 ▲ | 53.0% | 235,357 | 0.6% | Medical |
IAGG iShares Core International Aggregate Bond ETF | $35,454,000 | $748,145 ▲ | 2.2% | 711,928 | 0.5% | ETF |
WMT Walmart | $34,986,010 | $6,953,628 ▲ | 24.8% | 221,922 | 0.5% | Retail/Wholesale |
V Visa | $34,013,318 | $13,573,304 ▲ | 66.4% | 130,645 | 0.5% | Business Services |
TLH iShares 10-20 Year Treasury Bond ETF | $33,837,642 | $1,163,795 ▲ | 3.6% | 312,559 | 0.5% | ETF |
IEF iShares 7-10 Year Treasury Bond ETF | $33,506,904 | $123,459,704 ▼ | -78.7% | 347,618 | 0.5% | ETF |
VIG Vanguard Dividend Appreciation ETF | $33,466,391 | $681,941 ▼ | -2.0% | 196,399 | 0.5% | ETF |
CVX Chevron | $32,606,249 | $6,216,844 ▲ | 23.6% | 218,599 | 0.5% | Oils/Energy |
COST Costco Wholesale | $32,249,641 | $7,526,918 ▲ | 30.4% | 48,857 | 0.5% | Retail/Wholesale |
UNH UnitedHealth Group | $32,047,067 | $1,024,504 ▲ | 3.3% | 60,872 | 0.5% | Medical |
ABBV AbbVie | $31,177,864 | $2,949,551 ▲ | 10.4% | 201,186 | 0.5% | Medical |
BIV Vanguard Intermediate-Term Bond ETF | $29,705,626 | $21,646,698 ▲ | 268.6% | 388,919 | 0.4% | ETF |
ADBE Adobe | $29,617,211 | $7,909,775 ▲ | 36.4% | 49,643 | 0.4% | Computer and Technology |
SCHA Schwab US Small-Cap ETF | $29,531,634 | $364,173 ▲ | 1.2% | 625,140 | 0.4% | ETF |
USHY iShares Broad USD High Yield Corporate Bond ETF | $28,546,352 | $6,570,155 ▲ | 29.9% | 785,319 | 0.4% | ETF |
XLV Health Care Select Sector SPDR Fund | $28,529,855 | $8,484,602 ▼ | -22.9% | 209,194 | 0.4% | ETF |
PEP PepsiCo | $28,404,404 | $2,903,077 ▲ | 11.4% | 167,242 | 0.4% | Consumer Staples |
JPM JPMorgan Chase & Co. | $27,869,247 | $5,045,688 ▲ | 22.1% | 163,840 | 0.4% | Finance |
META Meta Platforms | $27,408,203 | $6,044,579 ▲ | 28.3% | 77,433 | 0.4% | Computer and Technology |
JEPI JPMorgan Equity Premium Income ETF | $27,117,486 | $5,465,942 ▼ | -16.8% | 493,225 | 0.4% | ETF |
XOM Exxon Mobil | $26,867,994 | $5,597,774 ▲ | 26.3% | 268,734 | 0.4% | Oils/Energy |
GOOG Alphabet | $26,588,503 | $4,720,300 ▲ | 21.6% | 188,665 | 0.4% | Computer and Technology |
PG Procter & Gamble | $26,210,330 | $5,573,511 ▲ | 27.0% | 178,861 | 0.4% | Consumer Staples |
AMD Advanced Micro Devices | $24,243,196 | $107,462 ▲ | 0.4% | 164,461 | 0.4% | Computer and Technology |
RTX RTX | $23,935,060 | $4,888,115 ▲ | 25.7% | 284,467 | 0.4% | Aerospace |
MRK Merck & Co., Inc. | $22,933,327 | $4,155,295 ▲ | 22.1% | 210,359 | 0.3% | Medical |
MA Mastercard | $22,527,467 | $6,751,672 ▲ | 42.8% | 52,818 | 0.3% | Business Services |
HEFA iShares Currency Hedged MSCI EAFE ETF | $22,494,439 | $22,494,439 ▲ | New Holding | 713,883 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $22,003,225 | $16,025,983 ▲ | 268.1% | 203,263 | 0.3% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $21,825,151 | $401,954 ▲ | 1.9% | 311,343 | 0.3% | ETF |
HON Honeywell International | $21,187,199 | $6,930,912 ▲ | 48.6% | 101,031 | 0.3% | Multi-Sector Conglomerates |
VUG Vanguard Growth ETF | $20,971,993 | $16,999,252 ▲ | 427.9% | 67,460 | 0.3% | ETF |
NKE NIKE | $20,969,390 | $7,549,402 ▲ | 56.3% | 193,142 | 0.3% | Consumer Discretionary |
BA Boeing | $20,830,379 | $673,806 ▼ | -3.1% | 79,914 | 0.3% | Aerospace |
BDX Becton, Dickinson and Company | $20,823,687 | $19,724,251 ▲ | 1,794.0% | 85,402 | 0.3% | Medical |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $20,379,692 | $2,255,226 ▲ | 12.4% | 397,459 | 0.3% | Manufacturing |
TSLA Tesla | $18,762,037 | $1,254,828 ▲ | 7.2% | 75,507 | 0.3% | Auto/Tires/Trucks |
XLP Consumer Staples Select Sector SPDR Fund | $18,527,552 | $6,159,284 ▼ | -24.9% | 257,220 | 0.3% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $18,118,928 | $299,614 ▼ | -1.6% | 183,781 | 0.3% | ETF |
LMT Lockheed Martin | $18,083,017 | $5,408,543 ▲ | 42.7% | 39,897 | 0.3% | Aerospace |
AMLP Alerian MLP ETF | $18,055,531 | $417,164 ▲ | 2.4% | 424,636 | 0.3% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $17,921,787 | $17,483,366 ▲ | 3,987.8% | 613,130 | 0.3% | ETF |
SBUX Starbucks | $17,847,454 | $4,261,011 ▲ | 31.4% | 185,892 | 0.3% | Retail/Wholesale |
DFAE Dimensional Emerging Core Equity Market ETF | $17,793,825 | $4,492,222 ▲ | 33.8% | 738,027 | 0.3% | ETF |
DIS Walt Disney | $17,413,768 | $3,044,486 ▲ | 21.2% | 192,865 | 0.3% | Consumer Discretionary |
NOBL ProShares S&P 500 Aristocrats ETF | $17,097,169 | $272,558 ▼ | -1.6% | 179,592 | 0.3% | ETF |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $16,972,379 | $9,228,125 ▼ | -35.2% | 339,923 | 0.3% | ETF |
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF | $16,725,812 | $16,010,635 ▲ | 2,238.7% | 349,986 | 0.3% | Finance |
MCD McDonald's | $16,578,978 | $2,292,307 ▲ | 16.0% | 55,914 | 0.3% | Retail/Wholesale |
CRM Salesforce | $16,573,949 | $4,221,311 ▼ | -20.3% | 62,985 | 0.3% | Computer and Technology |
DE Deere & Company | $16,000,565 | $2,801,918 ▼ | -14.9% | 40,014 | 0.2% | Industrial Products |
TIP iShares TIPS Bond ETF | $15,961,906 | $3,321,111 ▼ | -17.2% | 148,497 | 0.2% | ETF |
ACN Accenture | $15,852,584 | $9,378,697 ▲ | 144.9% | 45,176 | 0.2% | Business Services |
BX Blackstone | $15,818,468 | $3,844,480 ▲ | 32.1% | 120,825 | 0.2% | Finance |
JNK SPDR Bloomberg High Yield Bond ETF | $15,656,124 | $15,057,620 ▲ | 2,515.9% | 165,271 | 0.2% | Finance |
KO Coca-Cola | $15,620,112 | $528,013 ▲ | 3.5% | 265,062 | 0.2% | Consumer Staples |
GOF Guggenheim Strategic Opportunities Fund | $15,012,551 | $3,895,486 ▲ | 35.0% | 1,172,856 | 0.2% | Financial Services |
AVDV Avantis International Small Cap Value ETF | $14,987,085 | $4,078,218 ▲ | 37.4% | 239,832 | 0.2% | ETF |
MBB iShares MBS ETF | $14,713,581 | $9,743,982 ▲ | 196.1% | 156,394 | 0.2% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $14,424,170 | $13,720,399 ▲ | 1,949.6% | 285,175 | 0.2% | ETF |
IVW iShares S&P 500 Growth ETF | $14,223,262 | $4,061,257 ▲ | 40.0% | 189,391 | 0.2% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $14,071,872 | $12,517,983 ▲ | 805.6% | 127,163 | 0.2% | Finance |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $13,378,220 | $7,584,266 ▲ | 130.9% | 257,273 | 0.2% | Manufacturing |
