VEA Vanguard FTSE Developed Markets ETF | $194,780,618 | $6,278,978 ▼ | -3.1% | 3,832,002 | 11.2% | ETF |
IVV iShares Core S&P 500 ETF | $126,332,540 | $2,497,084 ▲ | 2.0% | 224,831 | 7.3% | ETF |
VUG Vanguard Growth ETF | $121,521,055 | $787,251 ▼ | -0.6% | 327,709 | 7.0% | ETF |
SPY SPDR S&P 500 ETF Trust | $114,364,492 | $2,309,721 ▼ | -2.0% | 204,445 | 6.6% | Finance |
VTI Vanguard Total Stock Market ETF | $97,126,261 | $4,316,088 ▲ | 4.7% | 353,392 | 5.6% | ETF |
VTV Vanguard Value ETF | $90,109,819 | $3,818,418 ▼ | -4.1% | 521,650 | 5.2% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $85,100,142 | $2,248,371 ▼ | -2.6% | 1,219,025 | 4.9% | Manufacturing |
MCD McDonald's | $58,762,731 | $200,854 ▼ | -0.3% | 188,119 | 3.4% | Retail/Wholesale |
MSFT Microsoft | $47,364,082 | $1,378,057 ▼ | -2.8% | 126,173 | 2.7% | Computer and Technology |
VMBS Vanguard Mortgage-Backed Securities ETF | $45,017,166 | $1,570,789 ▲ | 3.6% | 972,083 | 2.6% | ETF |
IEFA iShares Core MSCI EAFE ETF | $42,381,173 | | 0.0% | 560,227 | 2.4% | ETF |
AAPL Apple | $38,212,580 | $853,646 ▼ | -2.2% | 172,028 | 2.2% | Computer and Technology |
VYM Vanguard High Dividend Yield ETF | $37,263,895 | $11,387,168 ▼ | -23.4% | 288,957 | 2.1% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $32,338,878 | $962,726 ▲ | 3.1% | 714,513 | 1.9% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $26,714,392 | $8,445,095 ▼ | -24.0% | 362,524 | 1.5% | ETF |
VB Vanguard Small-Cap ETF | $24,281,852 | $173,187 ▼ | -0.7% | 109,501 | 1.4% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $23,627,043 | $1,506,453 ▲ | 6.8% | 238,850 | 1.4% | Finance |
VTEB Vanguard Tax-Exempt Bond ETF | $23,556,895 | $1,834,203 ▼ | -7.2% | 474,746 | 1.4% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $23,433,009 | $7,987,551 ▲ | 51.7% | 199,447 | 1.3% | ETF |
NVDA NVIDIA | $20,600,648 | $748,580 ▼ | -3.5% | 190,078 | 1.2% | Computer and Technology |
IUSB iShares Core Total USD Bond Market ETF | $19,712,289 | $626,181 ▲ | 3.3% | 427,784 | 1.1% | Manufacturing |
IEMG iShares Core MSCI Emerging Markets ETF | $16,463,926 | | 0.0% | 305,057 | 0.9% | ETF |
BND Vanguard Total Bond Market ETF | $16,114,344 | $13,809 ▲ | 0.1% | 219,393 | 0.9% | ETF |
AMZN Amazon.com | $15,093,328 | $182,650 ▼ | -1.2% | 79,330 | 0.9% | Retail/Wholesale |
JPM JPMorgan Chase & Co. | $13,786,368 | $532,547 ▼ | -3.7% | 56,202 | 0.8% | Finance |
META Meta Platforms | $12,436,700 | $171,755 ▲ | 1.4% | 21,578 | 0.7% | Computer and Technology |
V Visa | $12,139,937 | $1,226,610 ▼ | -9.2% | 34,640 | 0.7% | Business Services |
IJR iShares Core S&P Small-Cap ETF | $9,245,557 | | 0.0% | 88,415 | 0.5% | ETF |
VXUS Vanguard Total International Stock ETF | $8,738,838 | $4,268,506 ▼ | -32.8% | 140,722 | 0.5% | ETF |
HON Honeywell International | $8,672,651 | $2,965 ▼ | 0.0% | 40,957 | 0.5% | Multi-Sector Conglomerates |
GOOG Alphabet | $8,426,424 | $51,712 ▼ | -0.6% | 53,936 | 0.5% | Computer and Technology |
PG Procter & Gamble | $7,916,694 | $318,856 ▼ | -3.9% | 46,454 | 0.5% | Consumer Staples |
BRK.B Berkshire Hathaway | $7,859,280 | $509,679 ▼ | -6.1% | 14,757 | 0.5% | Finance |
JNJ Johnson & Johnson | $7,855,514 | $514,768 ▼ | -6.1% | 47,368 | 0.5% | Medical |
GOOGL Alphabet | $7,252,924 | $252,682 ▼ | -3.4% | 46,902 | 0.4% | Computer and Technology |
LLY Eli Lilly and Company | $7,083,836 | $854,818 ▼ | -10.8% | 8,577 | 0.4% | Medical |
NFLX Netflix | $6,936,166 | $299,342 ▲ | 4.5% | 7,438 | 0.4% | Consumer Discretionary |
QQQ Invesco QQQ | $6,819,504 | $342,312 ▼ | -4.8% | 14,543 | 0.4% | Finance |
ABBV AbbVie | $6,585,424 | $41,275 ▲ | 0.6% | 31,431 | 0.4% | Medical |
IJH iShares Core S&P Mid-Cap ETF | $6,559,999 | | 0.0% | 112,425 | 0.4% | ETF |
WMT Walmart | $6,209,305 | $203,761 ▼ | -3.2% | 70,729 | 0.4% | Retail/Wholesale |
DVY iShares Select Dividend ETF | $6,179,357 | $3,408,550 ▼ | -35.6% | 46,015 | 0.4% | ETF |
VCLT Vanguard Long-Term Corporate Bond ETF | $6,089,890 | $50,860 ▼ | -0.8% | 80,225 | 0.3% | Manufacturing |
XOM Exxon Mobil | $5,975,401 | $141,051 ▲ | 2.4% | 50,243 | 0.3% | Energy |
MRK Merck & Co., Inc. | $5,418,811 | $365,503 ▼ | -6.3% | 60,370 | 0.3% | Medical |
AVGO Broadcom | $5,238,718 | $359,807 ▲ | 7.4% | 31,289 | 0.3% | Computer and Technology |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $5,207,023 | $49,902 ▼ | -0.9% | 42,677 | 0.3% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $5,140,598 | $287,219 ▼ | -5.3% | 80,916 | 0.3% | ETF |
BSV Vanguard Short-Term Bond ETF | $4,742,987 | $354,217 ▲ | 8.1% | 60,590 | 0.3% | ETF |
CAT Caterpillar | $4,606,315 | $173,805 ▼ | -3.6% | 13,967 | 0.3% | Industrials |
CVX Chevron | $4,539,916 | $297,442 ▼ | -6.1% | 27,138 | 0.3% | Energy |
KO Coca-Cola | $4,335,878 | $389,541 ▲ | 9.9% | 60,540 | 0.2% | Consumer Staples |
BOH Bank of Hawaii | $4,199,858 | $560,933 ▼ | -11.8% | 60,894 | 0.2% | Finance |
VIG Vanguard Dividend Appreciation ETF | $3,752,930 | $237,056 ▼ | -5.9% | 19,346 | 0.2% | ETF |
MA Mastercard | $3,695,973 | $158,955 ▼ | -4.1% | 6,743 | 0.2% | Business Services |
TSLA Tesla | $3,674,627 | $348,311 ▼ | -8.7% | 14,179 | 0.2% | Auto/Tires/Trucks |
ABT Abbott Laboratories | $3,515,360 | | 0.0% | 26,501 | 0.2% | Medical |
NTRA Natera | $3,293,861 | $1,235,781 ▼ | -27.3% | 23,293 | 0.2% | Medical |
HEI.A HEICO | $3,041,135 | $160,337 ▲ | 5.6% | 14,415 | 0.2% | Aerospace |
HD Home Depot | $2,857,518 | $167,852 ▼ | -5.5% | 7,797 | 0.2% | Retail/Wholesale |
QCOM QUALCOMM | $2,726,888 | $17,204 ▼ | -0.6% | 17,752 | 0.2% | Computer and Technology |
SO Southern | $2,568,723 | $298,103 ▼ | -10.4% | 27,936 | 0.1% | Utilities |
ITW Illinois Tool Works | $2,546,071 | | 0.0% | 10,266 | 0.1% | Industrials |
MGK Vanguard Mega Cap Growth ETF | $2,507,488 | | 0.0% | 8,118 | 0.1% | ETF |
IVE iShares S&P 500 Value ETF | $2,488,975 | $146,937 ▼ | -5.6% | 13,060 | 0.1% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $2,479,852 | $20,743 ▼ | -0.8% | 36,463 | 0.1% | ETF |
CSCO Cisco Systems | $2,476,853 | $315,091 ▼ | -11.3% | 40,137 | 0.1% | Computer and Technology |
VOE Vanguard Mid-Cap Value ETF | $2,474,082 | $15,091 ▼ | -0.6% | 15,411 | 0.1% | ETF |
NRG NRG Energy | $2,430,225 | $1,002,141 ▲ | 70.2% | 25,458 | 0.1% | Utilities |
VRT Vertiv | $2,419,783 | $52,273 ▲ | 2.2% | 33,515 | 0.1% | Computer and Technology |
UNP Union Pacific | $2,392,639 | $186,630 ▼ | -7.2% | 10,128 | 0.1% | Transportation |
GS The Goldman Sachs Group | $2,385,654 | $1,075,648 ▼ | -31.1% | 4,367 | 0.1% | Finance |
GD General Dynamics | $2,278,227 | $293,569 ▼ | -11.4% | 8,358 | 0.1% | Aerospace |
ADP Automatic Data Processing | $2,274,366 | $26,276 ▼ | -1.1% | 7,444 | 0.1% | Business Services |
IDV iShares International Select Dividend ETF | $2,225,252 | | 0.0% | 71,736 | 0.1% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $2,203,302 | $107,121 ▲ | 5.1% | 28,775 | 0.1% | ETF |
ICSH iShares Ultra Short-Term Bond Active ETF | $2,201,749 | $664,322 ▼ | -23.2% | 43,427 | 0.1% | ETF |
VZ Verizon Communications | $2,193,340 | $183,890 ▼ | -7.7% | 48,354 | 0.1% | Computer and Technology |
JPST JPMorgan Ultra-Short Income ETF | $2,182,154 | $472,783 ▼ | -17.8% | 43,100 | 0.1% | ETF |
MCK McKesson | $2,158,965 | $17,498 ▲ | 0.8% | 3,208 | 0.1% | Medical |
MGV Vanguard Mega Cap Value ETF | $2,153,045 | | 0.0% | 16,711 | 0.1% | ETF |
SPGI S&P Global | $2,152,307 | $1,032,965 ▼ | -32.4% | 4,236 | 0.1% | Business Services |
COP ConocoPhillips | $2,066,685 | $142,722 ▲ | 7.4% | 19,679 | 0.1% | Energy |
EEM iShares MSCI Emerging Markets ETF | $2,062,990 | $463,701 ▼ | -18.4% | 47,208 | 0.1% | Finance |
NEE NextEra Energy | $2,054,177 | $258,465 ▲ | 14.4% | 28,977 | 0.1% | Utilities |
EFA iShares MSCI EAFE ETF | $2,030,010 | $26,889 ▼ | -1.3% | 24,838 | 0.1% | Finance |
PEP PepsiCo | $1,904,537 | $81,417 ▼ | -4.1% | 12,702 | 0.1% | Consumer Staples |
BLV Vanguard Long-Term Bond ETF | $1,881,340 | $14,014 ▲ | 0.8% | 26,716 | 0.1% | ETF |
GFL GFL Environmental | $1,858,780 | $22,174 ▼ | -1.2% | 38,476 | 0.1% | Business Services |
FWONK Formula One Group | $1,794,527 | $4,591 ▲ | 0.3% | 19,937 | 0.1% | Consumer Discretionary |
TMO Thermo Fisher Scientific | $1,751,054 | $178,141 ▲ | 11.3% | 3,519 | 0.1% | Medical |
TSM Taiwan Semiconductor Manufacturing | $1,691,872 | $321,708 ▲ | 23.5% | 10,192 | 0.1% | Computer and Technology |
PFE Pfizer | $1,618,747 | $151,457 ▼ | -8.6% | 63,881 | 0.1% | Medical |
UAL United Airlines | $1,596,301 | $581,333 ▲ | 57.3% | 23,118 | 0.1% | Transportation |
HOOD Robinhood Markets | $1,533,823 | $906,942 ▲ | 144.7% | 36,853 | 0.1% | Finance |
BSX Boston Scientific | $1,532,163 | $1,326,368 ▼ | -46.4% | 15,188 | 0.1% | Medical |
SCHW Charles Schwab | $1,531,077 | $104,973 ▼ | -6.4% | 19,559 | 0.1% | Finance |
COST Costco Wholesale | $1,528,380 | $13,241 ▼ | -0.9% | 1,616 | 0.1% | Retail/Wholesale |
PM Philip Morris International | $1,479,998 | $364,285 ▲ | 32.7% | 9,324 | 0.1% | Consumer Staples |
AXP American Express | $1,471,167 | $104,392 ▼ | -6.6% | 5,468 | 0.1% | Finance |
