VOO Vanguard S&P 500 ETF | $659,077,942 | $106,418,293 ▲ | 19.3% | 1,371,080 | 15.0% | ETF |
SPHQ Invesco S&P 500 Quality ETF | $399,680,590 | $188,576,315 ▲ | 89.3% | 6,615,038 | 9.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $310,115,295 | $21,641,028 ▲ | 7.5% | 6,181,290 | 7.1% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $251,638,930 | $74,592,657 ▲ | 42.1% | 9,954,072 | 5.7% | ETF |
IEFA iShares Core MSCI EAFE ETF | $170,601,035 | $6,319,907 ▲ | 3.8% | 2,298,586 | 3.9% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $158,102,402 | $22,929,140 ▲ | 17.0% | 3,124,553 | 3.6% | ETF |
IVW iShares S&P 500 Growth ETF | $127,708,456 | $3,730,643 ▲ | 3.0% | 1,512,417 | 2.9% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $125,693,062 | $51,282,114 ▲ | 68.9% | 1,541,679 | 2.9% | ETF |
IVE iShares S&P 500 Value ETF | $125,611,876 | $2,965,237 ▲ | 2.4% | 672,404 | 2.9% | ETF |
NOBL ProShares S&P 500 Aristocrats ETF | $120,862,198 | $259,711 ▲ | 0.2% | 1,191,817 | 2.8% | ETF |
MUB iShares National Muni Bond ETF | $120,475,541 | $3,015,706 ▲ | 2.6% | 1,119,661 | 2.7% | ETF |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $101,554,156 | $5,290,026 ▲ | 5.5% | 3,106,582 | 2.3% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $97,239,063 | $3,630,539 ▲ | 3.9% | 992,843 | 2.2% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $85,600,730 | $30,515,201 ▼ | -26.3% | 2,049,335 | 1.9% | ETF |
TFI SPDR Nuveen Barclays Municipal Bond ETF | $72,824,498 | $73,445,889 ▼ | -50.2% | 1,566,792 | 1.7% | Finance |
DFAC Dimensional U.S. Core Equity 2 ETF | $72,010,745 | $2,304,043 ▼ | -3.1% | 2,253,857 | 1.6% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $71,688,949 | $73,252,722 ▼ | -50.5% | 1,665,635 | 1.6% | ETF |
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF | $66,165,185 | $65,260,314 ▲ | 7,212.1% | 1,394,713 | 1.5% | Finance |
SPYG SPDR Portfolio S&P 500 Growth ETF | $62,217,854 | $5,773,508 ▲ | 10.2% | 850,552 | 1.4% | ETF |
SCHB Schwab US Broad Market ETF | $57,173,019 | $1,478,814 ▲ | 2.7% | 936,495 | 1.3% | ETF |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $54,902,101 | $54,902,101 ▲ | New Holding | 937,696 | 1.2% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $53,972,183 | $1,429,927 ▼ | -2.6% | 582,099 | 1.2% | ETF |
IWY iShares Russell Top 200 Growth ETF | $53,960,368 | $53,960,368 ▲ | New Holding | 276,578 | 1.2% | ETF |
PZA Invesco National AMT-Free Municipal Bond ETF | $52,438,201 | $52,438,201 ▲ | New Holding | 2,200,512 | 1.2% | ETF |
IVV iShares Core S&P 500 ETF | $51,893,269 | $2,991,932 ▼ | -5.5% | 98,707 | 1.2% | ETF |
PFF iShares Preferred and Income Securities ETF | $46,431,467 | $3,571,986 ▲ | 8.3% | 1,440,629 | 1.1% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $45,973,776 | $2,574,633 ▲ | 5.9% | 890,965 | 1.0% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $40,322,724 | $703,111 ▼ | -1.7% | 1,585,013 | 0.9% | ETF |
CWI SPDR MSCI ACWI ex-US ETF | $33,552,124 | $2,025,062 ▲ | 6.4% | 1,181,413 | 0.8% | ETF |
VGSH Vanguard Short-Term Treasury Index ETF | $33,129,342 | $33,129,342 ▲ | New Holding | 570,507 | 0.8% | ETF |
IJR iShares Core S&P Small-Cap ETF | $32,419,071 | $339,076 ▲ | 1.1% | 293,332 | 0.7% | ETF |
IBTE iShares iBonds Dec 2024 Term Treasury ETF | $28,591,901 | $771,060 ▲ | 2.8% | 1,194,315 | 0.7% | Manufacturing |
SPLV Invesco S&P 500 Low Volatility ETF | $24,912,840 | $520,110 ▼ | -2.0% | 378,212 | 0.6% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $24,794,810 | $821,421 ▼ | -3.2% | 326,333 | 0.6% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $23,246,255 | $299,598 ▼ | -1.3% | 505,353 | 0.5% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $23,101,479 | $93,579 ▼ | -0.4% | 340,429 | 0.5% | Manufacturing |
JPST JPMorgan Ultra-Short Income ETF | $21,192,734 | $4,936,684 ▼ | -18.9% | 420,074 | 0.5% | ETF |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | $20,235,809 | $371,586 ▲ | 1.9% | 398,578 | 0.5% | Manufacturing |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $18,836,238 | $2,611,773 ▲ | 16.1% | 810,858 | 0.4% | Manufacturing |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $17,839,892 | $124,985 ▲ | 0.7% | 154,726 | 0.4% | ETF |
JMST JPMorgan Ultra-Short Municipal ETF | $17,608,576 | $7,842,992 ▼ | -30.8% | 347,035 | 0.4% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $16,874,965 | $642,609 ▼ | -3.7% | 102,677 | 0.4% | ETF |
SCHF Schwab International Equity ETF | $16,765,932 | $452,554 ▲ | 2.8% | 429,675 | 0.4% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $16,216,463 | $953,941 ▼ | -5.6% | 276,496 | 0.4% | ETF |
AAPL Apple | $15,931,096 | $2,107,135 ▲ | 15.2% | 92,904 | 0.4% | Computer and Technology |
JIRE JPMorgan International Research Enhanced Equity ETF | $14,358,936 | $4,494,107 ▲ | 45.6% | 229,303 | 0.3% | ETF |
MSFT Microsoft | $13,732,194 | $2,430,901 ▲ | 21.5% | 32,640 | 0.3% | Computer and Technology |
IWD iShares Russell 1000 Value ETF | $12,499,500 | $136,302 ▼ | -1.1% | 69,787 | 0.3% | ETF |
VTI Vanguard Total Stock Market ETF | $12,215,820 | $538,253 ▲ | 4.6% | 47,002 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $10,725,384 | $701,949 ▲ | 7.0% | 20,505 | 0.2% | Finance |
ROK Rockwell Automation | $9,714,982 | $434,373 ▼ | -4.3% | 33,347 | 0.2% | Industrial Products |
IWF iShares Russell 1000 Growth ETF | $9,556,183 | $674,784 ▼ | -6.6% | 28,352 | 0.2% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $9,002,998 | $194,957 ▼ | -2.1% | 395,389 | 0.2% | ETF |
IBDP iShares iBonds Dec 2024 Term Corporate ETF | $8,718,998 | $5,722,945 ▼ | -39.6% | 348,064 | 0.2% | ETF |
IWM iShares Russell 2000 ETF | $8,304,747 | $180,017 ▼ | -2.1% | 39,490 | 0.2% | Finance |
SDY SPDR S&P Dividend ETF | $8,132,401 | $28,610 ▼ | -0.4% | 61,966 | 0.2% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $7,449,761 | $4,135,361 ▼ | -35.7% | 122,650 | 0.2% | ETF |
SUSL iShares ESG MSCI USA Leaders ETF | $6,939,082 | $900,866 ▼ | -11.5% | 73,938 | 0.2% | Manufacturing |
SCHP Schwab U.S. TIPS ETF | $5,842,390 | $69,321 ▲ | 1.2% | 112,009 | 0.1% | ETF |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $5,477,386 | $445,457 ▲ | 8.9% | 241,188 | 0.1% | Manufacturing |
VIG Vanguard Dividend Appreciation ETF | $5,292,831 | $884,756 ▼ | -14.3% | 28,984 | 0.1% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $5,164,294 | $932,629 ▼ | -15.3% | 144,093 | 0.1% | ETF |
VUG Vanguard Growth ETF | $5,005,475 | $112,556 ▲ | 2.3% | 14,542 | 0.1% | ETF |
DVN Devon Energy | $4,900,128 | $35,628 ▲ | 0.7% | 97,651 | 0.1% | Oils/Energy |
VTV Vanguard Value ETF | $4,875,961 | $130,510,454 ▼ | -96.4% | 29,940 | 0.1% | ETF |
VT Vanguard Total World Stock ETF | $4,864,652 | $2,321 ▲ | 0.0% | 44,024 | 0.1% | ETF |
PG Procter & Gamble | $4,754,899 | $1,213,143 ▲ | 34.3% | 29,306 | 0.1% | Consumer Staples |
SCHM Schwab U.S. Mid-Cap ETF | $4,558,208 | $8,469 ▼ | -0.2% | 55,977 | 0.1% | ETF |
MBB iShares MBS ETF | $4,397,550 | $129,666 ▼ | -2.9% | 47,582 | 0.1% | ETF |
AMZN Amazon.com | $4,131,604 | $595,434 ▼ | -12.6% | 22,905 | 0.1% | Retail/Wholesale |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $4,042,485 | $1,933,837 ▼ | -32.4% | 162,938 | 0.1% | ETF |
IBMM iShares iBonds Dec 2024 Term Muni Bond ETF | $3,960,282 | $555,797 ▼ | -12.3% | 152,612 | 0.1% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $3,936,391 | $42,136 ▲ | 1.1% | 81,651 | 0.1% | ETF |
ITM VanEck Intermediate Muni ETF | $3,663,221 | $7,858,563 ▼ | -68.2% | 78,762 | 0.1% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $3,585,408 | $42,401 ▲ | 1.2% | 76,188 | 0.1% | ETF |
MRK Merck & Co., Inc. | $3,430,569 | $58,454 ▼ | -1.7% | 25,999 | 0.1% | Medical |
ESGD iShares ESG Aware MSCI EAFE ETF | $3,296,927 | $256,511 ▼ | -7.2% | 41,258 | 0.1% | Manufacturing |
IUSB iShares Core Total USD Bond Market ETF | $3,187,425 | $1,017,159 ▼ | -24.2% | 69,915 | 0.1% | Manufacturing |
CEG Constellation Energy | $3,043,556 | $10,721 ▼ | -0.4% | 16,465 | 0.1% | Oils/Energy |
SCHA Schwab US Small-Cap ETF | $3,042,623 | $4,471,511 ▼ | -59.5% | 61,792 | 0.1% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $2,924,145 | $245,797 ▲ | 9.2% | 122,606 | 0.1% | ETF |
BND Vanguard Total Bond Market ETF | $2,888,132 | $79,325,543 ▼ | -96.5% | 39,765 | 0.1% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $2,797,789 | | 0.0% | 57,367 | 0.1% | Finance |
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF | $2,715,898 | $5,696 ▼ | -0.2% | 69,142 | 0.1% | Manufacturing |
VGK Vanguard FTSE Europe ETF | $2,713,663 | $156,229 ▼ | -5.4% | 40,298 | 0.1% | ETF |
IQLT iShares MSCI Intl Quality Factor ETF | $2,689,305 | $339,529 ▼ | -11.2% | 67,809 | 0.1% | ETF |
EFA iShares MSCI EAFE ETF | $2,654,348 | $18,368 ▼ | -0.7% | 33,238 | 0.1% | Finance |
XOM Exxon Mobil | $2,653,913 | $151,463 ▲ | 6.1% | 22,831 | 0.1% | Oils/Energy |
WM Waste Management | $2,638,158 | $169,667 ▲ | 6.9% | 12,377 | 0.1% | Business Services |
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF | $2,562,176 | $399,898 ▼ | -13.5% | 101,392 | 0.1% | ETF |
SBAC SBA Communications | $2,504,836 | | 0.0% | 11,559 | 0.1% | Finance |
SCHX Schwab US Large-Cap ETF | $2,496,010 | $168,432 ▼ | -6.3% | 40,219 | 0.1% | ETF |
VV Vanguard Large-Cap ETF | $2,491,826 | $52,268 ▼ | -2.1% | 10,393 | 0.1% | ETF |
IBMN iShares iBonds Dec 2025 Term Muni Bond ETF | $2,420,667 | $229,038 ▼ | -8.6% | 91,484 | 0.1% | ETF |
DVY iShares Select Dividend ETF | $2,311,126 | $3,080 ▼ | -0.1% | 18,762 | 0.1% | ETF |
IEF iShares 7-10 Year Treasury Bond ETF | $2,253,666 | $10,129 ▼ | -0.4% | 23,808 | 0.1% | ETF |
MUST Columbia Multi-Sector Municipal Income ETF | $2,252,746 | | 0.0% | 109,039 | 0.1% | ETF |
EEM iShares MSCI Emerging Markets ETF | $2,153,414 | | 0.0% | 52,420 | 0.0% | Finance |
CVX Chevron | $1,969,286 | $52,056 ▲ | 2.7% | 12,484 | 0.0% | Oils/Energy |
KO Coca-Cola | $1,953,233 | $673 ▲ | 0.0% | 31,926 | 0.0% | Consumer Staples |
