VTI Vanguard Total Stock Market ETF | $2,224,715,630 | $153,767,340 ▲ | 7.4% | 8,458,435 | 18.6% | ETF |
VIG Vanguard Dividend Appreciation ETF | $1,027,304,782 | $92,242,747 ▲ | 9.9% | 5,349,243 | 8.6% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $430,322,683 | $11,535,579 ▲ | 2.8% | 8,545,925 | 3.6% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $371,690,681 | $11,945,592 ▲ | 3.3% | 4,788,489 | 3.1% | ETF |
VXUS Vanguard Total International Stock ETF | $364,360,365 | $16,791,479 ▲ | 4.8% | 5,900,252 | 3.1% | ETF |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $348,600,985 | $1,099,475 ▼ | -0.3% | 3,464,529 | 2.9% | ETF |
AAPL Apple | $342,563,323 | $73,086,718 ▲ | 27.1% | 1,542,176 | 2.9% | Computer and Technology |
HD Home Depot | $251,133,700 | $5,435,415 ▲ | 2.2% | 685,240 | 2.1% | Retail/Wholesale |
SPY SPDR S&P 500 ETF Trust | $249,869,339 | $58,970,178 ▲ | 30.9% | 446,683 | 2.1% | Finance |
IVW iShares S&P 500 Growth ETF | $230,141,878 | $375,126 ▼ | -0.2% | 2,479,175 | 1.9% | ETF |
MSFT Microsoft | $180,939,861 | $52,426,218 ▲ | 40.8% | 482,005 | 1.5% | Computer and Technology |
JCPB JPMorgan Core Plus Bond ETF | $177,709,898 | $177,709,898 ▲ | New Holding | 3,777,846 | 1.5% | ETF |
SCHB Schwab US Broad Market ETF | $139,317,983 | $749,050 ▼ | -0.5% | 6,470,877 | 1.2% | ETF |
AVDE Avantis International Equity ETF | $133,056,957 | $132,579,150 ▲ | 27,747.4% | 2,007,800 | 1.1% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $117,310,681 | $949,848 ▲ | 0.8% | 961,484 | 1.0% | ETF |
IVV iShares Core S&P 500 ETF | $113,038,212 | $11,921,856 ▲ | 11.8% | 201,171 | 0.9% | ETF |
GSIE Goldman Sachs ActiveBeta International Equity ETF | $111,361,450 | $111,361,450 ▲ | New Holding | 3,123,743 | 0.9% | ETF |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $111,132,809 | $111,132,809 ▲ | New Holding | 1,009,564 | 0.9% | ETF |
AVUS Avantis U.S. Equity ETF | $108,476,478 | $103,564,449 ▲ | 2,108.4% | 1,174,242 | 0.9% | ETF |
AMZN Amazon.com | $106,928,139 | $27,615,318 ▲ | 34.8% | 562,010 | 0.9% | Retail/Wholesale |
NVDA NVIDIA | $105,875,943 | $6,999,400 ▲ | 7.1% | 976,865 | 0.9% | Computer and Technology |
TROW T. Rowe Price Group | $98,942,692 | $98,695,470 ▲ | 39,921.7% | 1,076,985 | 0.8% | Finance |
BRK.B Berkshire Hathaway | $86,902,886 | $14,737,057 ▲ | 20.4% | 163,173 | 0.7% | Finance |
VOO Vanguard S&P 500 ETF | $85,808,206 | $6,050,272 ▲ | 7.6% | 166,971 | 0.7% | ETF |
SCHX Schwab US Large-Cap ETF | $68,078,914 | $1,705,371 ▲ | 2.6% | 3,083,284 | 0.6% | ETF |
V Visa | $67,620,257 | $34,045,112 ▲ | 101.4% | 192,947 | 0.6% | Business Services |
HTRB Hartford Total Return Bond ETF | $66,093,232 | $66,093,232 ▲ | New Holding | 1,951,956 | 0.6% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $65,534,691 | $65,534,691 ▲ | New Holding | 751,803 | 0.5% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $65,507,165 | $64,244,978 ▲ | 5,090.0% | 1,088,701 | 0.5% | ETF |
DFAU Dimensional US Core Equity Market ETF | $65,382,189 | $8,260,873 ▲ | 14.5% | 1,700,889 | 0.5% | ETF |
GOOGL Alphabet | $59,815,095 | $21,273,837 ▲ | 55.2% | 386,802 | 0.5% | Computer and Technology |
VEU Vanguard FTSE All-World ex-US ETF | $59,072,163 | $904,513 ▼ | -1.5% | 973,811 | 0.5% | ETF |
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF | $59,067,530 | $59,067,530 ▲ | New Holding | 1,780,214 | 0.5% | ETF |
IJR iShares Core S&P Small-Cap ETF | $55,637,851 | $38,606,946 ▲ | 226.7% | 532,063 | 0.5% | ETF |
GOOG Alphabet | $54,113,656 | $21,090,938 ▲ | 63.9% | 346,371 | 0.5% | Computer and Technology |
JPM JPMorgan Chase & Co. | $53,756,247 | $11,751,145 ▲ | 28.0% | 219,144 | 0.5% | Finance |
JSCP JPMorgan Short Duration Core Plus ETF | $52,872,779 | $52,872,779 ▲ | New Holding | 1,119,948 | 0.4% | ETF |
LLY Eli Lilly and Company | $45,669,085 | $9,507,957 ▲ | 26.3% | 55,295 | 0.4% | Medical |
PG Procter & Gamble | $45,615,331 | $8,703,526 ▲ | 23.6% | 267,664 | 0.4% | Consumer Staples |
JNJ Johnson & Johnson | $45,296,674 | $10,888,257 ▲ | 31.6% | 273,134 | 0.4% | Medical |
META Meta Platforms | $42,967,301 | $8,168,219 ▲ | 23.5% | 74,549 | 0.4% | Computer and Technology |
SCHD Schwab US Dividend Equity ETF | $42,613,929 | $2,427,600 ▲ | 6.0% | 1,524,103 | 0.4% | ETF |
ACN Accenture | $41,630,533 | $2,678,241 ▲ | 6.9% | 133,414 | 0.3% | Computer and Technology |
KO Coca-Cola | $41,097,855 | $4,202,519 ▲ | 11.4% | 573,832 | 0.3% | Consumer Staples |
QQQ Invesco QQQ | $41,079,863 | $2,110,146 ▲ | 5.4% | 87,605 | 0.3% | Finance |
SCHG Schwab U.S. Large-Cap Growth ETF | $39,468,094 | $87,890 ▼ | -0.2% | 1,576,201 | 0.3% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $34,637,131 | $28,838,233 ▲ | 497.3% | 199,948 | 0.3% | ETF |
WMT Walmart | $33,997,572 | $3,302,925 ▲ | 10.8% | 387,260 | 0.3% | Retail/Wholesale |
UNH UnitedHealth Group | $33,928,788 | $6,700,909 ▲ | 24.6% | 64,780 | 0.3% | Medical |
IWD iShares Russell 1000 Value ETF | $33,010,721 | $1,911,524 ▲ | 6.1% | 175,439 | 0.3% | ETF |
AVGO Broadcom | $32,649,307 | $9,002,242 ▲ | 38.1% | 195,002 | 0.3% | Computer and Technology |
JMST JPMorgan Ultra-Short Municipal ETF | $32,541,765 | $3,021,253 ▲ | 10.2% | 639,956 | 0.3% | ETF |
ALB Albemarle | $30,676,615 | $6,794,883 ▼ | -18.1% | 425,945 | 0.3% | Basic Materials |
DFAC Dimensional U.S. Core Equity 2 ETF | $30,325,583 | $29,457,253 ▲ | 3,392.4% | 919,235 | 0.3% | ETF |
VO Vanguard Mid-Cap ETF | $30,167,168 | $5,859,588 ▲ | 24.1% | 116,646 | 0.3% | ETF |
SCHF Schwab International Equity ETF | $29,956,435 | $19,255,257 ▼ | -39.1% | 1,514,481 | 0.3% | ETF |
T AT&T | $29,715,100 | $2,477,045 ▲ | 9.1% | 1,050,746 | 0.2% | Computer and Technology |
CVX Chevron | $29,514,893 | $3,832,792 ▲ | 14.9% | 176,429 | 0.2% | Energy |
ORCL Oracle | $28,708,167 | $2,756,214 ▲ | 10.6% | 205,337 | 0.2% | Computer and Technology |
MA Mastercard | $27,537,817 | $14,796,644 ▲ | 116.1% | 50,240 | 0.2% | Business Services |
VUG Vanguard Growth ETF | $27,282,017 | $2,308,729 ▲ | 9.2% | 73,572 | 0.2% | ETF |
BRK.A Berkshire Hathaway | $27,147,014 | $6,387,533 ▲ | 30.8% | 34 | 0.2% | Finance |
XOM Exxon Mobil | $27,021,141 | $8,068,213 ▲ | 42.6% | 227,202 | 0.2% | Energy |
MCD McDonald's | $26,692,862 | $7,028,383 ▲ | 35.7% | 85,452 | 0.2% | Retail/Wholesale |
IWF iShares Russell 1000 Growth ETF | $26,655,604 | $3,478,419 ▲ | 15.0% | 73,819 | 0.2% | ETF |
ABBV AbbVie | $26,563,927 | $3,948,635 ▲ | 17.5% | 126,784 | 0.2% | Medical |
IWV iShares Russell 3000 ETF | $26,173,303 | $612,412 ▼ | -2.3% | 82,399 | 0.2% | ETF |
COST Costco Wholesale | $25,373,163 | $5,992,633 ▲ | 30.9% | 26,827 | 0.2% | Retail/Wholesale |
CSCO Cisco Systems | $23,872,270 | $3,832,192 ▲ | 19.1% | 386,846 | 0.2% | Computer and Technology |
TSLA Tesla | $23,809,758 | $86,501,116 ▼ | -78.4% | 91,872 | 0.2% | Auto/Tires/Trucks |
ABT Abbott Laboratories | $23,586,632 | $8,556,589 ▲ | 56.9% | 177,811 | 0.2% | Medical |
MGK Vanguard Mega Cap Growth ETF | $23,319,976 | $693,440 ▲ | 3.1% | 75,498 | 0.2% | ETF |
EFA iShares MSCI EAFE ETF | $23,175,184 | $8,376,778 ▲ | 56.6% | 283,557 | 0.2% | Finance |
RTX RTX | $21,649,723 | $2,601,257 ▲ | 13.7% | 163,443 | 0.2% | Aerospace |
GLD SPDR Gold Shares | $21,635,727 | $6,994,074 ▲ | 47.8% | 75,087 | 0.2% | Finance |
PEP PepsiCo | $20,943,130 | $5,642,122 ▲ | 36.9% | 139,676 | 0.2% | Consumer Staples |
ACWV iShares MSCI Global Min Vol Factor ETF | $20,834,312 | $20,834,312 ▲ | New Holding | 179,035 | 0.2% | ETF |
HDV iShares Core High Dividend ETF | $19,445,084 | $464,982 ▲ | 2.4% | 160,543 | 0.2% | ETF |
IBM International Business Machines | $19,227,248 | $1,852,528 ▲ | 10.7% | 77,323 | 0.2% | Computer and Technology |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $19,178,407 | $730,720 ▼ | -3.7% | 240,150 | 0.2% | Manufacturing |
HON Honeywell International | $17,915,266 | $1,402,221 ▲ | 8.5% | 84,605 | 0.1% | Multi-Sector Conglomerates |
MRK Merck & Co., Inc. | $17,734,785 | $3,895,944 ▲ | 28.2% | 197,580 | 0.1% | Medical |
AMERICAN CENTY ETF TR
| $17,653,131 | $17,653,131 ▲ | New Holding | 284,819 | 0.1% | AVANTIS US MID C |
NEU NewMarket | $17,183,261 | $2,378,524 ▼ | -12.2% | 30,335 | 0.1% | Basic Materials |
AXP American Express | $17,080,536 | $1,536,290 ▲ | 9.9% | 63,484 | 0.1% | Finance |
OBDC Blue Owl Capital | $16,593,951 | $12,559,738 ▲ | 311.3% | 1,131,920 | 0.1% | Finance |
AMGN Amgen | $16,505,942 | $2,843,209 ▲ | 20.8% | 52,980 | 0.1% | Medical |
NFLX Netflix | $16,291,524 | $3,533,405 ▲ | 27.7% | 17,470 | 0.1% | Consumer Discretionary |
SO Southern | $16,268,738 | $189,785 ▲ | 1.2% | 176,930 | 0.1% | Utilities |
VONG Vanguard Russell 1000 Growth ETF | $15,640,704 | $133,339 ▲ | 0.9% | 168,560 | 0.1% | ETF |
TXN Texas Instruments | $15,110,326 | $2,833,882 ▼ | -15.8% | 84,086 | 0.1% | Computer and Technology |
IXUS iShares Core MSCI Total International Stock ETF | $14,886,078 | $368,248 ▲ | 2.5% | 213,237 | 0.1% | Manufacturing |
NEE NextEra Energy | $14,876,426 | $2,794,912 ▲ | 23.1% | 209,852 | 0.1% | Utilities |
BAC Bank of America | $14,769,291 | $2,647,977 ▲ | 21.8% | 353,925 | 0.1% | Finance |
VB Vanguard Small-Cap ETF | $14,753,945 | $353,027 ▲ | 2.5% | 66,534 | 0.1% | ETF |
PM Philip Morris International | $14,597,078 | $4,182,249 ▲ | 40.2% | 91,961 | 0.1% | Consumer Staples |
CAT Caterpillar | $14,549,365 | $2,081,402 ▲ | 16.7% | 44,115 | 0.1% | Industrials |
MKC McCormick & Company, Incorporated | $14,519,129 | $14,054,734 ▲ | 3,026.5% | 176,395 | 0.1% | Consumer Staples |
ADP Automatic Data Processing | $14,509,268 | $1,196,782 ▲ | 9.0% | 47,488 | 0.1% | Business Services |
AGG iShares Core U.S. Aggregate Bond ETF | $14,502,409 | $7,109,007 ▲ | 96.2% | 146,607 | 0.1% | Finance |
