VUG Vanguard Growth ETF | $337,334,305 | $8,949,610 ▲ | 2.7% | 980,046 | 8.7% | ETF |
VTV Vanguard Value ETF | $310,583,427 | $21,021,354 ▲ | 7.3% | 1,907,084 | 8.0% | ETF |
VBR Vanguard Small-Cap Value ETF | $169,912,536 | $11,076,489 ▼ | -6.1% | 885,528 | 4.4% | ETF |
IWF iShares Russell 1000 Growth ETF | $150,900,213 | $3,622,274 ▲ | 2.5% | 447,709 | 3.9% | ETF |
VBK Vanguard Small-Cap Growth ETF | $132,000,687 | $3,197,406 ▼ | -2.4% | 506,303 | 3.4% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $115,862,772 | $4,628,473 ▼ | -3.8% | 2,773,889 | 3.0% | ETF |
AAPL Apple | $78,198,742 | $2,102,565 ▼ | -2.6% | 456,012 | 2.0% | Computer and Technology |
DFUV Dimensional US Marketwide Value ETF | $76,509,005 | $1,072,275 ▲ | 1.4% | 1,870,636 | 2.0% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $70,825,984 | $2,067,483 ▼ | -2.8% | 1,411,701 | 1.8% | ETF |
SCHF Schwab International Equity ETF | $66,955,255 | $1,404,247 ▼ | -2.1% | 1,715,880 | 1.7% | ETF |
DFIV Dimensional International Value ETF | $61,177,101 | $985,150 ▲ | 1.6% | 1,664,757 | 1.6% | ETF |
IWD iShares Russell 1000 Value ETF | $61,012,397 | $976,840 ▼ | -1.6% | 340,651 | 1.6% | ETF |
IEFA iShares Core MSCI EAFE ETF | $58,472,927 | $5,147,247 ▼ | -8.1% | 787,830 | 1.5% | ETF |
DFUS Dimensional U.S. Equity ETF | $57,740,406 | $966,837 ▼ | -1.6% | 1,013,345 | 1.5% | ETF |
SCHX Schwab US Large-Cap ETF | $54,203,539 | $600,679 ▲ | 1.1% | 873,405 | 1.4% | ETF |
MSFT Microsoft | $51,905,136 | $3,321,195 ▲ | 6.8% | 123,371 | 1.3% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $51,832,970 | $1,407,910 ▲ | 2.8% | 98,592 | 1.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $51,304,192 | $1,237,059 ▼ | -2.4% | 98,083 | 1.3% | Finance |
BRK.A Berkshire Hathaway | $48,217,440 | $3,172,200 ▲ | 7.0% | 76 | 1.2% | Finance |
IWB iShares Russell 1000 ETF | $40,952,183 | $3,048,515 ▼ | -6.9% | 142,180 | 1.1% | ETF |
VTI Vanguard Total Stock Market ETF | $40,077,773 | $1,066,887 ▲ | 2.7% | 154,205 | 1.0% | ETF |
VOO Vanguard S&P 500 ETF | $38,257,700 | $306,646 ▲ | 0.8% | 79,598 | 1.0% | ETF |
IVW iShares S&P 500 Growth ETF | $37,602,912 | $2,564,865 ▼ | -6.4% | 445,321 | 1.0% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $36,481,971 | $1,609,482 ▼ | -4.2% | 221,977 | 0.9% | ETF |
IWN iShares Russell 2000 Value ETF | $35,228,322 | $440,697 ▲ | 1.3% | 221,827 | 0.9% | ETF |
NVDA NVIDIA | $33,992,828 | $1,316,487 ▼ | -3.7% | 37,621 | 0.9% | Computer and Technology |
THO THOR Industries | $33,577,321 | $475,462 ▲ | 1.4% | 286,154 | 0.9% | Construction |
RSP Invesco S&P 500 Equal Weight ETF | $33,120,483 | $9,277,922 ▼ | -21.9% | 195,551 | 0.9% | ETF |
VB Vanguard Small-Cap ETF | $32,776,375 | $994,283 ▼ | -2.9% | 143,397 | 0.8% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $31,809,432 | $1,059,813 ▼ | -3.2% | 888,540 | 0.8% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $31,183,541 | $15,409,364 ▼ | -33.1% | 604,332 | 0.8% | ETF |
USRT iShares Core U.S. REIT ETF | $30,242,440 | $1,679,373 ▼ | -5.3% | 562,143 | 0.8% | ETF |
ENPH Enphase Energy | $29,366,481 | $16,090 ▲ | 0.1% | 242,739 | 0.8% | Oils/Energy |
IWO iShares Russell 2000 Growth ETF | $29,023,395 | $685,095 ▲ | 2.4% | 107,181 | 0.7% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $27,914,203 | $1,144,312 ▼ | -3.9% | 447,774 | 0.7% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $27,714,401 | $710,965 ▼ | -2.5% | 509,175 | 0.7% | ETF |
BRK.B Berkshire Hathaway | $26,181,511 | $790,576 ▼ | -2.9% | 62,260 | 0.7% | Finance |
IJH iShares Core S&P Mid-Cap ETF | $25,828,913 | $20,603,110 ▲ | 394.3% | 425,259 | 0.7% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $24,912,505 | $1,853,004 ▼ | -6.9% | 393,356 | 0.6% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $24,120,078 | $246,644 ▲ | 1.0% | 288,587 | 0.6% | ETF |
AMLP Alerian MLP ETF | $23,610,565 | $637,768 ▼ | -2.6% | 497,483 | 0.6% | ETF |
HD Home Depot | $22,752,332 | $30,305 ▼ | -0.1% | 59,311 | 0.6% | Retail/Wholesale |
MUB iShares National Muni Bond ETF | $21,902,795 | $1,462,511 ▲ | 7.2% | 203,556 | 0.6% | ETF |
BND Vanguard Total Bond Market ETF | $21,725,772 | $184,595 ▼ | -0.8% | 299,178 | 0.6% | ETF |
AMZN Amazon.com | $21,452,552 | $1,206,549 ▼ | -5.3% | 118,931 | 0.6% | Retail/Wholesale |
VV Vanguard Large-Cap ETF | $20,935,243 | $1,152,293 ▼ | -5.2% | 87,317 | 0.5% | ETF |
UPS United Parcel Service | $20,550,442 | $75,652 ▲ | 0.4% | 138,267 | 0.5% | Transportation |
EFA iShares MSCI EAFE ETF | $20,527,095 | $23,098,113 ▼ | -52.9% | 257,038 | 0.5% | Finance |
IWM iShares Russell 2000 ETF | $20,235,356 | $1,398,921 ▼ | -6.5% | 96,221 | 0.5% | Finance |
ESGU iShares ESG Aware MSCI USA ETF | $19,749,141 | $174,624 ▼ | -0.9% | 171,792 | 0.5% | Manufacturing |
FI Fiserv | $18,881,770 | $68,563 ▼ | -0.4% | 118,144 | 0.5% | Business Services |
VIGI Vanguard International Dividend Appreciation ETF | $17,825,581 | $17,825,581 ▲ | New Holding | 218,638 | 0.5% | ETF |
GOOGL Alphabet | $17,416,907 | $1,460,251 ▲ | 9.2% | 115,397 | 0.4% | Computer and Technology |
SPAB SPDR Portfolio Aggregate Bond ETF | $15,843,121 | $223,500 ▼ | -1.4% | 626,706 | 0.4% | ETF |
DGRO iShares Core Dividend Growth ETF | $15,655,634 | $719,247 ▲ | 4.8% | 269,646 | 0.4% | ETF |
QQQ Invesco QQQ | $15,050,391 | $777,894 ▼ | -4.9% | 33,897 | 0.4% | Finance |
GOOG Alphabet | $12,885,214 | $1,431,538 ▲ | 12.5% | 84,627 | 0.3% | Computer and Technology |
IVE iShares S&P 500 Value ETF | $12,647,122 | $4,344,109 ▼ | -25.6% | 67,700 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $12,577,032 | $1,070,335 ▼ | -7.8% | 62,795 | 0.3% | Finance |
IXUS iShares Core MSCI Total International Stock ETF | $11,839,245 | $3,888,666 ▼ | -24.7% | 174,465 | 0.3% | Manufacturing |
META Meta Platforms | $11,094,944 | $1,383,044 ▲ | 14.2% | 22,847 | 0.3% | Computer and Technology |
CVX Chevron | $10,231,345 | $36,750 ▼ | -0.4% | 64,868 | 0.3% | Oils/Energy |
EFV iShares MSCI EAFE Value ETF | $9,675,442 | $9,520 ▼ | -0.1% | 177,857 | 0.2% | ETF |
PG Procter & Gamble | $9,624,991 | $291,244 ▲ | 3.1% | 59,321 | 0.2% | Consumer Staples |
ADP Automatic Data Processing | $9,108,114 | $155,014 ▼ | -1.7% | 36,488 | 0.2% | Business Services |
SSD Simpson Manufacturing | $8,805,915 | | 0.0% | 42,918 | 0.2% | Construction |
VO Vanguard Mid-Cap ETF | $8,743,517 | $660,374 ▼ | -7.0% | 34,994 | 0.2% | ETF |
MTUM iShares MSCI USA Momentum Factor ETF | $8,650,501 | $117,094 ▲ | 1.4% | 46,173 | 0.2% | ETF |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $8,511,350 | $87,538 ▼ | -1.0% | 120,079 | 0.2% | ETF |
COST Costco Wholesale | $8,436,080 | $444,698 ▼ | -5.0% | 11,515 | 0.2% | Retail/Wholesale |
JNJ Johnson & Johnson | $8,428,385 | $216,246 ▼ | -2.5% | 53,280 | 0.2% | Medical |
XOM Exxon Mobil | $8,269,290 | $256,190 ▼ | -3.0% | 71,173 | 0.2% | Oils/Energy |
IJR iShares Core S&P Small-Cap ETF | $7,881,288 | $9,505 ▲ | 0.1% | 71,311 | 0.2% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $7,829,266 | $2,760,453 ▲ | 54.5% | 79,939 | 0.2% | Finance |
EEM iShares MSCI Emerging Markets ETF | $7,799,332 | $5,523,211 ▼ | -41.5% | 189,857 | 0.2% | Finance |
SCHD Schwab US Dividend Equity ETF | $7,290,622 | $999,889 ▲ | 15.9% | 90,421 | 0.2% | ETF |
VONE Vanguard Russell 1000 | $7,288,346 | $2,171,347 ▲ | 42.4% | 30,582 | 0.2% | ETF |
CRM Salesforce | $7,265,202 | $88,247 ▲ | 1.2% | 24,122 | 0.2% | Computer and Technology |
DSI iShares MSCI KLD 400 Social ETF | $7,251,221 | $93,148 ▼ | -1.3% | 71,930 | 0.2% | ETF |
OEF iShares S&P 100 ETF | $7,211,324 | $64,327 ▼ | -0.9% | 29,147 | 0.2% | ETF |
EFG iShares MSCI EAFE Growth ETF | $7,182,031 | $54,697 ▼ | -0.8% | 69,198 | 0.2% | ETF |
IBM International Business Machines | $6,891,951 | $114,767 ▼ | -1.6% | 36,091 | 0.2% | Computer and Technology |
MRK Merck & Co., Inc. | $6,861,384 | $13,723 ▼ | -0.2% | 52,001 | 0.2% | Medical |
CMF iShares California Muni Bond ETF | $6,578,689 | $112,146 ▼ | -1.7% | 114,332 | 0.2% | ETF |
VT Vanguard Total World Stock ETF | $6,564,230 | $354,704 ▲ | 5.7% | 59,405 | 0.2% | ETF |
SPTL SPDR Portfolio Long Term Treasury ETF | $6,448,693 | $12,182 ▼ | -0.2% | 230,805 | 0.2% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $6,429,060 | $472,303 ▲ | 7.9% | 111,674 | 0.2% | Manufacturing |
MCD McDonald's | $6,407,892 | $145,768 ▼ | -2.2% | 22,727 | 0.2% | Retail/Wholesale |
LLY Eli Lilly and Company | $6,401,539 | $322,061 ▼ | -4.8% | 8,229 | 0.2% | Medical |
UNH UnitedHealth Group | $6,329,855 | $374,993 ▲ | 6.3% | 12,795 | 0.2% | Medical |
PDI PIMCO Dynamic Income Fund | $6,123,737 | $186,958 ▲ | 3.1% | 317,457 | 0.2% | Financial Services |
DIS Walt Disney | $6,074,430 | $273,713 ▲ | 4.7% | 49,645 | 0.2% | Consumer Discretionary |
AVGO Broadcom | $5,991,798 | $165,666 ▲ | 2.8% | 4,521 | 0.2% | Computer and Technology |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $5,893,092 | $4,899,342 ▼ | -45.4% | 51,112 | 0.2% | ETF |
PEP PepsiCo | $5,789,244 | $232,360 ▲ | 4.2% | 33,112 | 0.1% | Consumer Staples |
MGK Vanguard Mega Cap Growth ETF | $5,703,485 | $4,586 ▲ | 0.1% | 19,900 | 0.1% | ETF |
MMM 3M | $5,564,478 | $147,863 ▼ | -2.6% | 52,460 | 0.1% | Multi-Sector Conglomerates |
KO Coca-Cola | $5,380,986 | $12,358 ▲ | 0.2% | 87,955 | 0.1% | Consumer Staples |
XLRE Real Estate Select Sector SPDR Fund | $5,368,831 | $2,636,327 ▼ | -32.9% | 135,817 | 0.1% | ETF |
UNP Union Pacific | $5,345,317 | $748,123 ▲ | 16.3% | 21,735 | 0.1% | Transportation |
