AAPLApple Inc.
What Zhang Financial LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1776290 · Filed Jul 30, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
VANGUARD S&PS&P 500 ETF SHS | 343K | +5.1% | $235.6M | 6.9% |
DIMENSIONAL USUS EQUITY ETF | 2.7M | +5.0% | $218M | 6.4% |
ISHARES CORECORE S&P TTL STK | 1.2M | +5.5% | $204.8M | 6% |
VANGUARD INDEX FDSTOTAL STK MKT | 550.2K |
| −2.4% |
| $203.6M |
| 5.9% |
VANGUARD STAR FDSVG TL INTL STK F | 2.2M | +7.9% | $192M | 5.6% |
VANGUARD INTERMEDIATEINTERMED TERM | 1.9M | +1.3% | $146.9M | 4.3% |
DIMENSIONAL USUS CORE EQUITY 2 | 3.2M | −0.8% | $143.7M | 4.2% |
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF | 739.9K | +2.2% | $116.1M | 3.4% |
ISHARES CORECORE US AGGBD ET | 1.1M | +21.8% | $108.3M | 3.2% |
DIMENSIONAL ETF TRUSTINTL CORE EQT MK | 2.1M | +14.5% | $87.1M | 2.5% |
VANGUARD TOTALTOTAL BND MRKT | 962.7K | +7.1% | $70.7M | 2.1% |
AAPLApple Inc. | 229.1K | +1.3% | $66.3M | 1.9% |
VANGUARD MALVERN FDSCORE BD ETF | 727.2K | +38.4% | $56.2M | 1.6% |
VANGUARD SMALLSM CP VAL ETF | 226.1K | −0.2% | $54.9M | 1.6% |
VANGUARD HIGHHIGH DIV YLD | 343.7K | +4.3% | $54.3M | 1.6% |
AVANTIS INTLINTL EQT ETF | 475.6K | +5.1% | $42.4M | 1.2% |
BNY MELLONUS LRG CP CORE | 290.9K | −4.1% | $41.7M | 1.2% |
DIMENSIONAL USUS CORE EQT MKT | 688.3K | −2.9% | $35.6M | 1% |
IAUiShares Gold Trust | 467.9K | +0.9% | $35.3M | 1% |
VANGUARD GROWTHGROWTH ETF | 393.2K | +534.8% | $33.9M | 1% |
AVANTIS U SUS EQT ETF | 259.3K | +7.0% | $33.2M | 1% |
SYKStryker Corp | 103.7K | −0.1% | $32.6M | 1% |
NVDANVIDIA Corp | 163K | +8.1% | $32.6M | 1% |
VANGUARD TAX-MANAGED INTL FDFTSE DEV MKT ETF | 457.4K | +28.4% | $32.6M | 1% |
VANGUARD SHORTSHRT TRM CORP BD | 396.4K | −3.3% | $31.3M | 0.9% |
MUMicron Technology Inc | 26.7K | −14.3% | $30.8M | 0.9% |
VANGUARD MIDMID CAP ETF | 376.1K | +300.3% | $30.3M | 0.9% |
DIMENSIONAL USUS SMALL CAP VAL | 750.7K | +6.9% | $29.1M | 0.9% |
MSFTMicrosoft Corp | 76.1K | +3.6% | $28.4M | 0.8% |
VANGUARD S&P500 VAL IDX FD | 124.2K | +15.1% | $27.2M | 0.8% |
AVANTIS U SUS SML CP VALU | 196.6K | +10.4% | $24.5M | 0.7% |
VANGUARD MEGAMEGA GRWTH IND | 269.6K | +426.4% | $23.7M | 0.7% |
VANGUARD RUSSELLVNG RUS1000IDX | 69.6K | +239.5% | $23.6M | 0.7% |
SPDR PORTFOLIOPORTFOLI S&P1500 | 257.5K | −9.1% | $23.4M | 0.7% |
GOOGLAlphabet Inc. | 63.2K | +2.6% | $22.6M | 0.7% |
VANGUARD RUSSELLVNG RUS1000VAL | 208.5K | +226.7% | $22.2M | 0.6% |
AMZNAmazon Com Inc | 90.9K | +13.2% | $21.7M | 0.6% |
ISHARES RUSSELLRUS 2000 VAL ETF | 97.9K | −1.4% | $21.7M | 0.6% |
VANGUARD RUSSELLVNG RUS1000GRW | 163.8K | +167.5% | $20.9M | 0.6% |
SPYSPDR S&P 500 ETF Trust | 25.9K | +1.7% | $19.3M | 0.6% |
ISHARES CORECORE S&P500 ETF | 25.6K | −8.2% | $19.2M | 0.6% |
SCHWAB STRATEGIC TRUS BRD MKT ETF | 660.4K | −0.9% | $19.1M | 0.6% |
ISHARES NATIONALNATIONAL MUN | 154.2K | +52.2% | $16.6M | 0.5% |
SCHWAB INTLINTL EQTY ETF | 572.4K | −1.7% | $15.9M | 0.5% |
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | 252.2K | +10.5% | $15.1M | 0.4% |
VANGUARD VALUEVALUE ETF | 66.4K | +1.0% | $14.5M | 0.4% |
BERKSHIRE HATHAWAYCL B | 26K | −3.6% | $13M | 0.4% |
KLACKLA Corp | 42.9K | +897.0% | $12.9M | 0.4% |
AVGOBroadcom Inc. | 34K | +1.9% | $12.9M | 0.4% |
METAMeta Platforms, Inc. | 22K | +8.7% | $12.4M | 0.4% |
CATCaterpillar Inc | 11.4K | +0.2% | $12.1M | 0.4% |
SPDR PORTFOLIOPORTFOLIO S&P400 | 170.4K | −0.9% | $11.5M | 0.3% |
ISHARES MSCIMSCI EMRG CHN | 110.5K | −2.7% | $11.3M | 0.3% |
IBITiShares Bitcoin Trust ETF | 330.8K | −0.5% | $11M | 0.3% |
VANGUARD INSTL INDEX FDULTRA-SHORT TREA | 141.3K | +15.2% | $10.7M | 0.3% |
ISHARES SHORTSHRT NAT MUN ETF | 98.6K | +35.8% | $10.5M | 0.3% |
ABBVAbbVie Inc. | 37K | +9.1% | $9.3M | 0.3% |
JPMJPMorgan Chase & Co | 27.8K | +2.2% | $9.1M | 0.3% |
VANGUARD S&P500 GRTH IDX F | 104.2K | +969.8% | $8.6M | 0.3% |
CSCOCisco Systems, Inc. | 73.2K | −5.3% | $8.6M | 0.3% |
SPDR PORTFOLIOPORTFOLIO AGRGTE | 335K | +0.6% | $8.6M | 0.2% |
GLDMWorld Gold Trust | 100.4K | +2.6% | $8M | 0.2% |
FERGFerguson Enterprises Inc. | 33.5K | ±0% | $7.9M | 0.2% |
QQQInvesco QQQ Trust, Series 1 | 10.7K | +0.9% | $7.9M | 0.2% |
AMGNAmgen Inc | 21.3K | +0.8% | $7.7M | 0.2% |
GSGoldman Sachs Group Inc | 7.6K | +3.7% | $7.7M | 0.2% |
AMATApplied Materials Inc | 10.6K | +83.8% | $7.7M | 0.2% |
ISHARES CORECORE MSCI TOTAL | 80.2K | +4.4% | $7.7M | 0.2% |
DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | 92.6K | −5.2% | $7.6M | 0.2% |
VANGUARD MEGAMEGA CAP INDEX | 25.9K | +9.6% | $7.1M | 0.2% |
VANGUARD INFORMATIONINF TECH ETF | 55.7K | +748.9% | $6.7M | 0.2% |
VANGUARD MUNICIPALTAX EXEMPT BD | 126.6K | +230.0% | $6.4M | 0.2% |
AXPAmerican Express Co | 18.7K | +12.8% | $6.3M | 0.2% |
EXXON MOBILCOM | 41.3K | +13.6% | $5.7M | 0.2% |
GOOGAlphabet Inc. | 15.9K | −1.9% | $5.6M | 0.2% |
ISHARES MSCIEAFE VALUE ETF | 69.8K | −2.4% | $5.3M | 0.2% |
TSLATesla, Inc. | 12.4K | −0.5% | $5.2M | 0.2% |
JNJJohnson & Johnson | 19.5K | +6.4% | $5M | 0.1% |
WMTWalmart Inc. | 43.7K | +14.1% | $5M | 0.1% |
VANGUARD BD INDEX FDSVANGUARD ULTRA | 99.3K | +172.4% | $4.9M | 0.1% |
VANGUARD INTERNATIONALINTL HIGH ETF | 50.2K | −7.7% | $4.9M | 0.1% |
COSTCostco Wholesale Corp | 5.2K | +133.6% | $4.8M | 0.1% |
VANGUARD SMALLSMALL CP ETF | 15.4K | +58.5% | $4.7M | 0.1% |
VANGUARD SPECIALIZED FUNDSDIV APP ETF | 19.3K | −3.2% | $4.6M | 0.1% |
LLYELI LILLY & Co | 3.8K | +14.9% | $4.6M | 0.1% |
MDTMedtronic plc | 57K | +27.4% | $4.5M | 0.1% |
DIMENSIONAL USUS TARGETED VLU | 63.4K | −45.5% | $4.4M | 0.1% |
VANGUARD RUSSELLVNG RUS2000VAL | 21.9K | +983.2% | $4.3M | 0.1% |
VANGUARD LARGELARGE CAP ETF | 12.2K | +0.8% | $4.2M | 0.1% |
IBMInternational Business Machines Corp | 14.6K | −37.5% | $4.1M | 0.1% |
ISHARES RUSSELLRUSSELL 3000 ETF | 9.5K | −0.4% | $4.1M | 0.1% |
VANGUARD INSTL INDEX FD0-3 MO TREAS BIL | 53.1K | +70.7% | $4M | 0.1% |
AITApplied Industrial Technologies Inc | 11.8K | −7.4% | $4M | 0.1% |
VANGUARD MEGAMEGA CAP VAL ETF | 24.2K | +59.4% | $4M | 0.1% |
AMPAmeriprise Financial Inc | 8.3K | +23.3% | $3.8M | 0.1% |
VANGUARD REALREAL ESTATE ETF | 39.3K | −7.0% | $3.8M | 0.1% |
VANGUARD RUSSELLN/A | 31.2K | +1,221.0% | $3.8M | 0.1% |
PGPROCTER & GAMBLE Co | 25.6K | −4.0% | $3.8M | 0.1% |
GKOSGLAUKOS Corp | 26.5K | +12.4% | $3.7M | 0.1% |
BNY MELLONINTERNATIONL EQT | 36.3K | +1.1% | $3.6M | 0.1% |
SCHWAB USUS MID-CAP ETF | 98.9K | +0.1% | $3.6M | 0.1% |
J P MORGAN EXCHANGE TRADED FMUNICIPAL ETF | 69.6K | +303.9% | $3.5M | 0.1% |
DIMENSIONAL USUS MKTWIDE VALUE | 62.7K | −7.8% | $3.4M | 0.1% |
SPDR PORTFOLIOPORTFOLIO DEVLPD | 63.1K | +0.8% | $3.2M | 0.1% |
SCHWAB USUS LRG CAP ETF | 107.6K | +3.7% | $3.2M | 0.1% |
LMTLockheed Martin Corp | 6.2K | +34.4% | $3.1M | 0.1% |
ISHARES CORECORE MSCI EMKT | 37.6K | +913.5% | $3.1M | 0.1% |
QCOMQualcomm Inc | 16.8K | −5.8% | $3.1M | 0.1% |
VVisa Inc. | 8.9K | +11.0% | $3.1M | 0.1% |
MRKMerck & Co., Inc. | 23.6K | +1.4% | $3M | 0.1% |
INVESCO NASDAQNASDAQ 100 ETF | 9.9K | −4.9% | $3M | 0.1% |
ISHARES RUSSELLRUS 1000 ETF | 7.3K | ±0% | $3M | 0.1% |
UBERUber Technologies, Inc | 41.1K | +15.6% | $3M | 0.1% |
AMDAdvanced Micro Devices Inc | 5.1K | −42.1% | $2.9M | 0.1% |
SECTOR TECHNOLOGYTECHNOLOGY | 15.3K | +7.1% | $2.9M | 0.1% |
SPDR PORTFOLIOPORTFOLIO SH TSR | 95.5K | −10.5% | $2.8M | 0.1% |
ISHARES SELECTSELECT DIVID ETF | 17.3K | −6.3% | $2.7M | 0.1% |
VANGUARD EXTENDEDEXTEND MKT ETF | 11K | −5.5% | $2.7M | 0.1% |
BLACKROCK ULTRABLACKROCK ULTRA | 52.9K | −8.8% | $2.7M | 0.1% |
PEPPepsiCo Inc | 19.7K | −3.6% | $2.7M | 0.1% |
ISHARES CORECORE S&P SCP ETF | 17.6K | +0.4% | $2.6M | 0.1% |
DIMENSIONAL EMERGINGEMGR CRE EQT MNG | 64.5K | −0.8% | $2.6M | 0.1% |
ETNEaton Corp plc | 6K | +2.7% | $2.6M | 0.1% |
SCHWAB AGGREGATEUS AGGREGATE B | 109.2K | −15.4% | $2.5M | 0.1% |
ISHARES TR0-3 MNTH TREASRY | 24.5K | −8.5% | $2.5M | 0.1% |
ISHARES CORECORE S&P MCP ETF | 31.8K | +6.2% | $2.5M | 0.1% |
HDHome Depot, Inc. | 6.6K | +3.1% | $2.3M | 0.1% |
ISHARES RUSSELLRUS 1000 GRW ETF | 18.5K | +288.3% | $2.3M | 0.1% |
PANWPalo Alto Networks Inc | 6.6K | +21.1% | $2.3M | 0.1% |
BERKSHIRE HATHAWAYCL A | 3 | −62.5% | $2.2M | 0.1% |
PMPhilip Morris International Inc. | 12K | +0.1% | $2.2M | 0.1% |
DIMENSIONAL INTLINTERNATNAL VAL | 39.9K | +2.3% | $2.2M | 0.1% |
ISHARES RUSSELLRUS MID CAP ETF | 19.4K | +0.0% | $2.1M | 0.1% |
VANGUARD MIDMCAP VL IDXVIP | 10.7K | +0.2% | $2.1M | 0.1% |
CRMSalesforce, Inc. | 13.4K | −0.2% | $2.1M | 0.1% |
ISHARES S&PS&P 500 GRWT ETF | 15.2K | −0.3% | $2.1M | 0.1% |
SECTOR FINANCIALSBI INT-FINL | 39K | +5.9% | $2.1M | 0.1% |
DDOGDatadog, Inc. | 8K | New | $2.1M | 0.1% |
DIMENSIONAL WORLDWORLD EX US CORE | 56K | −0.4% | $2.1M | 0.1% |
BACBank of America Corp | 35.8K | −1.2% | $2M | 0.1% |
ADBEAdobe Inc. | 9.9K | −10.6% | $2M | 0.1% |
VANECK VECTORSSEMICONDUCTR ETF | 3K | ±0% | $2M | 0.1% |
LOWLowe's Companies Inc | 8.9K | +0.4% | $2M | 0.1% |
ISHARES S&PSP SMCP600VL ETF | 14K | −2.3% | $1.9M | 0.1% |
COPConocoPhillips | 17.5K | +35.7% | $1.8M | 0.1% |
APOApollo Global Management, Inc. | 15.4K | −19.3% | $1.8M | 0.1% |
MDYSPDR S&P Midcap 400 ETF Trust | 2.6K | ±0% | $1.8M | 0.1% |
LRCXLAM Research Corp | 4.1K | +6.5% | $1.8M | 0.1% |
DIMENSIONAL USUS LARGE CAP VAL | 44.4K | −5.4% | $1.8M | 0.1% |
ISHARES TIPSTIPS BD ETF | 15.9K | ±0% | $1.7M | 0.1% |
NEMNEWMONT Corp | 18.5K | +17.4% | $1.7M | 0.1% |
PHParker-Hannifin Corp | 1.7K | +6.2% | $1.7M | 0.1% |
ISHARES MSCIMSCI EAFE ETF | 16K | −3.0% | $1.7M | 0.1% |
ISHARES TECHNOLOGYU.S. TECH ETF | 6.5K | ±0% | $1.6M | 0.1% |
VANGUARD ADMIRAL FDS INCMIDCP 400 IDX | 12.3K | +25.2% | $1.6M | 0.1% |
MSMorgan Stanley | 7.5K | +6.0% | $1.6M | 0.1% |
KAIKadant Inc | 4.9K | ±0% | $1.5M | 0.1% |
SLViShares Silver Trust | 28.9K | +2.1% | $1.5M | 0.1% |
VANGUARD SHORTSHORT TERM TREAS | 26.4K | −32.6% | $1.5M | 0.1% |
HFFGHF Foods Group Inc. | 1.1M | ±0% | $1.5M | 0.1% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 3.1K | +13.8% | $1.5M | 0.1% |
LINLinde PLC | 2.8K | −11.7% | $1.5M | 0.1% |
MOAltria Group, Inc. | 20.4K | +0.2% | $1.5M | 0.1% |
VANGUARD FTSEFTSE SMCAP ETF | 9.4K | −10.7% | $1.4M | 0.1% |
CVXChevron Corp | 8.4K | +5.5% | $1.4M | 0.1% |
MCKMcKesson Corp | 1.8K | +3.1% | $1.4M | 0.1% |
ISHARES 1-3YR1 3 YR TREAS BD | 16.4K | +31.7% | $1.3M | 0.1% |
SPDR SERIESS&P DIVID ETF | 8.8K | +0.2% | $1.3M | 0.1% |
FTNTFortinet, Inc. | 8.7K | +0.3% | $1.3M | 0.1% |
MCDMcDonald's Corp | 4.9K | −3.3% | $1.3M | 0.1% |
ISHARES RUSSELLRUS 1000 VAL ETF | 5.4K | +4.0% | $1.3M | 0.1% |
UNHUnitedHealth Group Inc | 3.1K | +0.6% | $1.3M | 0.1% |
BNY MELLONUS MDCP CORE EQT | 10.4K | −8.8% | $1.3M | 0.1% |
VANGUARD FTSEALLWRLD EX US | 15.4K | −20.6% | $1.3M | 0.1% |
SPDR PORTFOLIOPORTFOLIO SHORT | 42.9K | −3.4% | $1.3M | 0.1% |
ISHARES TR7-10 YR TRSY BD | 13.6K | +0.2% | $1.3M | 0.1% |
HONHoneywell International Inc | 5.7K | New | $1.3M | 0.1% |
HONAHoneywell Aerospace Inc. | 5.7K | New | $1.3M | 0.1% |
BLKBlackRock, Inc. | 1.3K | +3.3% | $1.2M | 0.1% |
ISHARES S&PS&P 500 VAL ETF | 5.3K | +0.2% | $1.2M | 0.1% |
INVESCO S&PS&P500 EQL WGT | 5.6K | −17.3% | $1.2M | 0.1% |
BXBlackstone Inc. | 10K | −15.1% | $1.2M | 0.1% |
KKRKKR & Co. Inc. | 12.7K | −14.1% | $1.2M | 0.1% |
NFLXNetflix Inc | 16.3K | +0.2% | $1.2M | 0.1% |
RTXRTX Corp | 6.1K | +11.6% | $1.2M | 0.1% |
VANGUARD INDUSTRIALSINDUSTRIAL ETF | 3.2K | ±0% | $1.2M | 0.1% |
NUENucor Corp | 5.1K | +0.1% | $1.1M | 0.1% |
IMAXImax Corp | 27.6K | ±0% | $1.1M | 0.1% |
NEENextEra Energy Inc | 12.4K | +1.0% | $1.1M | 0.1% |
ORCLOracle Corp | 7.4K | +6.8% | $1.1M | 0.1% |
FFord Motor Co | 76.4K | −2.2% | $1.1M | 0.1% |
SCHWAB USN/A | 33.4K | +0.6% | $1.1M | 0.1% |
MAMastercard Inc | 2.1K | +2.5% | $1.1M | 0.1% |
EWBCEast West Bancorp Inc | 7.9K | +0.7% | $1M | 0.1% |
GEGeneral Electric Co | 2.7K | −0.1% | $1M | 0.1% |
ISHARES TRUS INDUSTRIALS | 6.1K | −4.3% | $1M | 0.1% |
SCHWAB USUS SML CAP ETF | 27.8K | +9.3% | $1M | 0.1% |
DIASPDR DOW Jones Industrial Average ETF Trust | 1.9K | −11.6% | $998.3K | 0.1% |
TJXTJX Companies Inc | 6.6K | +9.2% | $996.1K | 0.1% |
VANGUARD HEALTHHEALTH CAR ETF | 3.3K | +49.3% | $983.1K | 0.1% |
PLTRPalantir Technologies Inc. | 8.3K | −10.9% | $967.2K | 0.1% |
VANGUARD WELLINGTON FDSHORT TRM TAX EX | 9.4K | New | $948.8K | 0.1% |
GLTRabrdn Precious Metals Basket ETF Trust | 5.1K | ±0% | $932K | 0.1% |
MDLZMondelez International, Inc. | 16.1K | −0.5% | $931.7K | 0.1% |
SPDR PORTFOLIOPORTFOLIO INTRMD | 27.8K | −6.3% | $930.4K | 0.1% |
TXNTexas Instruments Inc | 3.1K | +11.1% | $919.9K | 0.1% |
KOCoca Cola Co | 11.3K | +1.8% | $918.4K | 0.1% |
BKNGBooking Holdings Inc. | 5.1K | +679.4% | $916.8K | 0.1% |
WFCWells Fargo & Company | 10.7K | +0.0% | $887.6K | 0.1% |
SKYChampion Homes, Inc. | 10K | ±0% | $881.2K | 0.1% |
SCHWAB USN/A | 25.9K | +50.8% | $875.1K | 0.1% |
GEVGE Vernova Inc. | 738 | +47.0% | $867.4K | 0.1% |
SPDR PORTFOLION/A | 16.4K | +2.5% | $848.4K | 0.1% |
BCPCBalchem Corp | 5K | ±0% | $844.8K | 0.1% |
ISHARES CORECORE DIV GRWTH | 10.8K | −10.3% | $816.9K | 0.1% |
SCHWAB USUS TIPS ETF | 29.7K | +109.5% | $786.5K | 0.1% |
BNY MELLONCORE BOND ETF | 18.5K | −13.8% | $775.4K | 0.1% |
ISHARES SEMICONDUCTORISHARES SEMICDTR | 1.2K | +70.6% | $769.7K | 0.1% |
FIDELITY COMWLTH TRNASDAQ COMPSIT | 7.2K | ±0% | $748.3K | 0.1% |
CTVACorteva, Inc. | 8.8K | −13.0% | $743K | 0.1% |
VANGUARD INTERMEDIATEINTER TERM TREAS | 12.4K | −11.5% | $729.5K | 0.1% |
CMICummins Inc | 1K | +11.1% | $728.9K | 0.1% |
SHOPShopify Inc. | 6.4K | −3.0% | $727.4K | 0.1% |
VANGUARD SHORTSHORT TRM BOND | 9.3K | −1.6% | $724.4K | 0.1% |
ISHARES MSCIMSCI USA QLT FCT | 3.3K | +0.0% | $724.1K | 0.1% |
GLOBAL XN/A | 39K | ±0% | $718.8K | 0.1% |
PROSHARES TRS&P 500 HIGH INC | 14.9K | ±0% | $718K | 0.1% |
BABoeing Co | 3.3K | −0.9% | $705.7K | 0.1% |
AMERICAN CENTURYAVANTIS US SMALL | 9.6K | +0.0% | $703.7K | 0.1% |
INVESCO S&PS&P500 EQL TEC | 10.9K | ±0% | $702.4K | 0.1% |
INVESCO EXCHANGE TRADED FD TS&P 100 EQL WIGH | 5.4K | +125.3% | $700.5K | 0.1% |
METMetLife Inc | 8.2K | +0.3% | $690K | 0.1% |
COFCapital One Financial Corp | 3.3K | +1.6% | $662K | 0.1% |
JAZZJazz Pharmaceuticals plc | 2.7K | ±0% | $655.4K | 0.1% |
SCHWAB USUS LCAP VA ETF | 18.8K | +0.3% | $655.4K | 0.1% |
VANGUARD TOTALINTL BD IDX ETF | 13.5K | +1.7% | $655.2K | 0.1% |
ISHARES RUSSRUS MDCP VAL ETF | 3.9K | +0.0% | $642.3K | 0.1% |
SPCXSpace Exploration Technologies Corp | 3.8K | New | $640.7K | 0.1% |
ETHAiShares Ethereum Trust ETF | 53.5K | +2.8% | $635.9K | 0.1% |
ZTSZoetis Inc. | 8.8K | −22.8% | $629.4K | 0.1% |
PRGOPERRIGO Co plc | 60.3K | +73.0% | $626.2K | 0.1% |
MELIMercadoLibre Inc | 363 | −68.0% | $616.4K | 0.1% |
CRWDCrowdStrike Holdings, Inc. | 805 | New | $614.3K | 0.1% |
PRUPrudential Financial Inc | 5.6K | +0.1% | $608.7K | 0.1% |
ITWIllinois Tool Works Inc | 2.2K | −1.5% | $603.1K | 0.1% |
ABTAbbott Laboratories | 6.6K | −1.2% | $598.7K | 0.1% |
MTRNMATERION Corp | 2K | ±0% | $594.8K | 0.1% |
AMERICAN CENTY ETF TRUS LARGE CAP VLU | 6.5K | ±0% | $594K | 0.1% |
ALLAllstate Corp | 2.5K | ±0% | $591.8K | 0.1% |
ISHARES CORECORE MSCI EAFE | 6K | +3.9% | $580.2K | 0.1% |
MPCMarathon Petroleum Corp | 2.2K | +0.4% | $572K | 0.1% |
CLColgate Palmolive Co | 6.1K | New | $561.4K | 0.1% |
STTState Street Corp | 3.3K | +1.1% | $557K | 0.1% |
VANGUARD FINANCIALSFINANCIALS ETF | 4.2K | +99.6% | $555.2K | 0.1% |
SHWSherwin Williams Co | 1.6K | −5.1% | $542.4K | 0.1% |
CBChubb Ltd | 1.6K | +0.8% | $540.4K | 0.1% |
VANGUARD ESGESG US STK ETF | 4.1K | ±0% | $539.8K | 0.1% |
SCHWAB EMERGINGEMRG MKTEQ ETF | 14.8K | +5.0% | $538.4K | 0.1% |
CGCarlyle Group Inc. | 12.7K | −41.7% | $536.2K | 0.1% |
STLDSteel Dynamics Inc | 2.3K | +0.2% | $535.1K | 0.1% |
TDGTransDigm Group INC | 398 | ±0% | $530.2K | 0.1% |
ASMLASML Holding NV | 266 | New | $529.2K | 0.1% |
VLOValero Energy Corp | 2K | +0.2% | $523.7K | 0.1% |
SPDR SERIESS&P 500 ESG ETF | 7K | +0.0% | $508.1K | 0.1% |
DEDeere & Co | 794 | +14.2% | $503.5K | 0.1% |
HSBCHSBC Holdings PLC | 5.2K | +1.7% | $496.9K | 0.1% |
CDNSCadence Design Systems Inc | 1.3K | New | $485.7K | 0.1% |
ISHARES TRUS CONSUM DISCRE | 4.8K | −10.4% | $485.2K | 0.1% |
EMREmerson Electric Co | 3.3K | −0.0% | $472.8K | 0.1% |
DISWalt Disney Co | 4.8K | +0.5% | $460.8K | 0.1% |
LNGCheniere Energy, Inc. | 1.9K | +4.6% | $459.9K | 0.1% |
GILDGilead Sciences, Inc. | 3.6K | +1.1% | $459.3K | 0.1% |
WECWEC Energy Group, Inc. | 3.9K | −0.1% | $458.7K | 0.1% |
ISHARES COREN/A | 4.1K | ±0% | $453.9K | 0.1% |
WALWestern Alliance Bancorporation | 5.5K | ±0% | $452.1K | 0.1% |
DIMENSIONAL ETF TRUSTUS CORE EQUITY 1 | 5.5K | ±0% | $447K | 0.1% |
ISHARES COREN/A | 8.8K | +0.1% | $444K | 0.1% |
HSYHershey Co | 2.5K | ±0% | $439.9K | 0.1% |
AMERICAN CENTY ETF TRINTERNATIONAL LR | 5.7K | ±0% | $437.7K | 0.1% |
SCHWAB STRATEGIC TRINTL SCEQT ETF | 9.1K | −0.3% | $436.9K | 0.1% |
DELLDell Technologies Inc. | 1K | New | $435.6K | 0.1% |
ISHARES MSCIN/A | 6.3K | +0.1% | $433.4K | 0.1% |
AZNAstraZeneca PLC | 2.3K | ±0% | $430.4K | 0.1% |
INTUIntuit Inc. | 1.6K | −12.1% | $420.6K | 0.1% |
ISHARES S&PS&P MC 400VL ETF | 2.8K | +0.0% | $417.8K | 0.1% |
FITBFifth Third Bancorp | 7.4K | −23.2% | $417.2K | 0.1% |
COHRCoherent Corp. | 1.1K | +5.5% | $416.2K | 0.1% |
TEVATeva Pharmaceutical Industries Ltd | 12K | −1.6% | $406.6K | 0.1% |
QQnity Electronics, Inc. | 2.5K | +1.6% | $404.8K | 0.1% |
VANGUARD INTERMEDIATEINT-TERM CORP | 4.9K | ±0% | $402.5K | 0.1% |
NDAQNasdaq, Inc. | 5.1K | New | $400.1K | 0.1% |
VTRSViatris Inc | 25K | +9.9% | $397.1K | 0.1% |
ADPAutomatic Data Processing Inc | 1.8K | −2.6% | $395.3K | 0.1% |
VANGUARD ESGESG INTL STK ETF | 4.8K | ±0% | $393.1K | 0.1% |
ANETArista Networks, Inc. | 2.3K | New | $387.2K | 0.1% |
KMBKimberly Clark Corp | 3.5K | −3.4% | $386.1K | 0.1% |
SPDR MSCIMF Closed and MF Open | 4.5K | New | $383.8K | 0.1% |
ISHARES TRCALIF MUN BD ETF | 6.6K | ±0% | $379.3K | 0.1% |
BNYBank of New York Mellon Corp | 2.6K | −0.2% | $375.1K | 0.1% |
DIMENSIONAL ETF TRUSTUS HIGH PROFITAB | 9K | +0.1% | $374.6K | 0.1% |
CATYCathay General Bancorp | 6K | ±0% | $371.9K | 0.1% |
VANGUARD FTSEFTSE PACIFIC ETF | 3.2K | −18.7% | $369.5K | 0.1% |
ISHARES MSCIMSCI USA MMENTM | 1.1K | −2.5% | $369.2K | 0.1% |
DTEDTE Energy Co | 2.4K | +4.9% | $364.4K | 0.1% |
TTTrane Technologies plc | 734 | +33.9% | $360.5K | 0.1% |
WMWaste Management Inc | 1.6K | +12.1% | $359.8K | 0.1% |
VANGUARD MIDMCAP GR IDXVIP | 1.2K | +5.5% | $359.1K | 0.1% |
COKECoca-Cola Consolidated, Inc. | 1.9K | ±0% | $358.9K | 0.1% |
DIMENSIONAL ETF TRUSTINTL CORE EQUITY | 9.6K | New | $357.4K | 0.1% |
ISHARES ESGESG AWR US AGRGT | 7.5K | ±0% | $356.7K | 0.1% |
GLDSPDR Gold Trust | 966 | −1.1% | $355.9K | 0.1% |
WPMWheaton Precious Metals Corp. | 3.2K | −1.6% | $355.5K | 0.1% |
PFEPfizer Inc | 14.6K | −12.8% | $350.4K | 0.1% |
UBSUBS Group AG | 7.1K | ±0% | $349.9K | 0.1% |
RLJ LODGINGCUM CONV PFD A | 13.7K | +1.9% | $335.9K | 0.1% |
SCHWAB FUNDAMENTALN/A | 10.8K | ±0% | $335.8K | 0.1% |
WMBWilliams Companies, Inc. | 4.5K | +0.4% | $334.5K | 0.1% |
ORLYO Reilly Automotive Inc | 3.6K | +0.3% | $331.2K | 0.1% |
APOGApogee Enterprises, Inc. | 7.2K | ±0% | $330.8K | 0.1% |
ISHARES TRGLOBAL TECH ETF | 2.3K | ±0% | $329.4K | 0.1% |
AEPAmerican Electric Power Co Inc | 2.4K | −2.3% | $325.7K | 0.1% |
DGXQuest Diagnostics Inc | 1.5K | +16.0% | $322K | 0.1% |
SOSouthern Co | 3.4K | +6.3% | $320.6K | 0.1% |
INVESCO EXCHANGES&P500 LOW VOL | 4.2K | ±0% | $316.6K | 0.1% |
DHRDanaher Corp | 1.7K | −2.0% | $315.3K | 0.1% |
ADIAnalog Devices Inc | 792 | +1.7% | $314.7K | 0.1% |
VANGUARD RUSSELLN/A | 1.1K | ±0% | $314.4K | 0.1% |
CHCOCity Holding Co | 2.4K | −11.4% | $313.7K | 0.1% |
ISHARES GLOBALN/A | 11.3K | New | $312.7K | 0.1% |
ISHARES ESGESG MSCI LEADR | 2.3K | ±0% | $309.9K | 0.1% |
J P MORGAN EXCHANGE TRADED FUS MOMENTUM | 3.6K | −70.7% | $309K | 0.1% |
INTCIntel Corp | 2.2K | New | $307.1K | 0.1% |
CCitigroup Inc | 2.2K | New | $304K | 0.1% |
ARESAres Management Corp | 2.7K | −2.6% | $301.1K | 0.1% |
DOVDOVER Corp | 1.3K | +0.1% | $298.3K | 0.1% |
WSMWilliams Sonoma Inc | 1.3K | New | $296K | 0.1% |
NSCNorfolk Southern Corp | 934 | ±0% | $293.9K | 0.1% |
MORGAN STANLEY ETF TRUSTEATON VANCE TOTA | 5.8K | ±0% | $291.8K | 0.1% |
VRTVertiv Holdings Co | 859 | New | $287.7K | 0.1% |
AMERICAN CENTURYN/A | 3K | +0.1% | $285.4K | 0.1% |
TAT&T Inc. | 13.7K | −10.0% | $284.3K | 0.1% |
GWWW.W. Grainger, Inc. | 207 | −2.4% | $281.6K | 0.1% |
SPDR PORTFOLION/A | 3.2K | −20.6% | $278.4K | 0.1% |
SECTOR ENERGYENERGY | 5.2K | +27.2% | $276.1K | 0.1% |
SOLSSolstice Advanced Materials Inc. | 3.1K | ±0% | $274.6K | 0.1% |
ETF SER SOLUTIONSHOYA CAP HOUSI | 5.7K | +0.6% | $274.2K | 0.1% |
FRMEFirst Merchants Corp | 6.3K | ±0% | $273.4K | 0.1% |
EMEEMCOR Group, Inc. | 324 | New | $268.9K | 0.1% |
WORWorthington Enterprises, Inc. | 5K | ±0% | $268.8K | 0.1% |
VANGUARD COMMUNICATIONN/A | 1.5K | New | $267.2K | 0.1% |
GDGeneral Dynamics Corp | 752 | +10.6% | $266.5K | 0.1% |
SPDR SERIES TRUSTPORTFLI INTRMDIT | 9.2K | ±0% | $261.3K | 0.1% |
WISDOMTREE TRWISDOMTREE US VA | 2.5K | −71.4% | $257.1K | 0.1% |
AFLAflac Inc | 2.2K | New | $256.8K | 0.1% |
MPLXMPLX LP | 4.5K | ±0% | $255.9K | 0.1% |
ISHARES U S ETF TRSHT MAT MUN ETF | 5K | ±0% | $253.8K | 0.1% |
BNY MELLONEMRG MKT EQUIT | 2.6K | ±0% | $250.5K | 0.1% |
SBUXStarbucks Corp | 2.4K | −13.5% | $248.6K | 0.1% |
PSXPhillips 66 | 1.5K | +11.2% | $247.9K | 0.1% |
RCLRoyal Caribbean Cruises Ltd | 777 | New | $246.6K | 0.1% |
TMOThermo Fisher Scientific Inc. | 491 | −4.5% | $246.2K | 0.1% |
BMYBristol Myers Squibb Co | 4.3K | −23.4% | $246K | 0.1% |
DIMENSIONAL EMERGINGN/A | 5.9K | +0.4% | $240.5K | 0.1% |
J P MORGAN EXCHANGE TRADED FULTRA SHT MUNCPL | 4.7K | New | $240.5K | 0.1% |
ISHARES RUSSELLN/A | 783 | New | $235.4K | 0.1% |
HWMHowmet Aerospace Inc. | 860 | −1.7% | $231.2K | 0.1% |
INVESCO S&PS&P500 EQL HLT | 6.9K | ±0% | $229K | 0.1% |
ISHARES S&PN/A | 1.2K | New | $225.7K | 0.1% |
ISHARES U SN/A | 1.8K | −60.3% | $225.6K | 0.1% |
ISHARES RUSSELLN/A | 572 | New | $225.2K | 0.1% |
CEGConstellation Energy Corp | 902 | +6.5% | $224K | 0.1% |
SPDR PORTFOLION/A | 3.9K | New | $222.6K | 0.1% |
INVESCO S&PN/A | 1.7K | ±0% | $222.4K | 0.1% |
VANGUARD S&PN/A | 1.5K | New | $222.1K | 0.1% |
MKLMarkel Group Inc. | 113 | ±0% | $220.7K | 0.1% |
SNYSanofi | 5.1K | ±0% | $218.8K | 0.1% |
ISHARES ESGN/A | 3.8K | New | $215K | 0.1% |
VANGUARD WELLINGTON FDUS QUALITY | 1.2K | −70.7% | $212.4K | 0.1% |
NOWServiceNow, Inc. | 2.1K | New | $212K | 0.1% |
TSNTyson Foods, Inc. | 3.7K | ±0% | $211.8K | 0.1% |
FIXComfort Systems USA Inc | 106 | New | $210.1K | 0.1% |
ISHARES TRCORE 1 5 YR USD | 4.3K | +0.2% | $208.8K | 0.1% |
WISDOMTREE INTLN/A | 2.5K | ±0% | $208.4K | 0.1% |
DUKDuke Energy CORP | 1.6K | +0.1% | $201.5K | 0.1% |
PNWPinnacle West Capital Corp | 1.9K | New | $200.3K | 0.1% |
CHYCalamos Convertible & High Income Fund | 11.8K | ±0% | $161.3K | 0.1% |
TLSATiziana Life Sciences Ltd | 126K | +12.6% | $161.2K | 0.1% |
GGBGerdau S.A. | 38.3K | +227.4% | $154.7K | 0.1% |
HIVEHIVE Digital Technologies Ltd. | 22.7K | ±0% | $82.5K | 0.1% |
PTONPeloton Interactive, Inc. | 12.1K | New | $71.2K | 0.1% |
AMCAMC Entertainment Holdings, Inc. | 21.5K | +13.2% | $40.9K | 0.1% |
BYNDBeyond Meat, Inc. | 37.5K | +158.3% | $28.1K | 0.1% |
