| VOO | Vanguard S&P 500 ETF | $693.38 | ― | 5.58M | 7.57M | $861.88(24.30% Upside) | Moderate Buy | 505 | 0.03% | $1.07T | | 74outperform |
| IVV | iShares Core S&P 500 ETF | $757.65 | ― | 3.32M | 6.82M | $913.90(20.62% Upside) | Moderate Buy | 507 | 0.03% | $878.63B | | 73outperform |
| SPY | State Street SPDR S&P 500 ETF Trust | $754.37 | ― | 38.15M | 43.00M | $911.82(20.87% Upside) | Moderate Buy | 505 | 0.09% | $801.01B | | 73outperform |
| VTI | Vanguard Total Stock Market ETF | $371.11 | ― | 3.19M | 3.22M | $464.92(25.28% Upside) | Moderate Buy | 3,477 | 0.03% | $694.37B | | 72outperform |
| QQQ | Invesco QQQ Trust | $679.89 | ― | 41.63M | 38.55M | $888.35(30.66% Upside) | Strong Buy | 102 | 0.18% | $481.17B | | 72outperform |
| VEA | Vanguard FTSE Developed Markets ETF | $69.44 | ― | 7.63M | 10.00M | $87.52(26.04% Upside) | Moderate Buy | 3,893 | 0.03% | $230.33B | ― | 58neutral |
| VUG | Vanguard Growth ETF | $84.23 | ― | 4.91M | 6.00M | $109.84(30.41% Upside) | Strong Buy | 136 | 0.03% | $221.34B | | 74outperform |
| VTV | Vanguard Value ETF | $229.51 | ― | 1.91M | 2.81M | $267.84(16.70% Upside) | Moderate Buy | 299 | 0.03% | $196.92B | | 72outperform |
| IEFA | iShares Core MSCI EAFE ETF | $96.89 | ― | 12.04M | 9.37M | $113.44(17.08% Upside) | Moderate Buy | 2,618 | 0.07% | $190.99B | ― | 64neutral |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $88.77 | ― | 10.38M | 12.86M | $107.30(20.87% Upside) | Moderate Buy | 506 | 0.02% | $185.96B | | 73outperform |
| BND | Vanguard Total Bond Market ETF | $70.56 | ― | 7.86M | 10.51M | ― | ― | 0 | 0.03% | $165.41B | ― | ― |
| VXUS | Vanguard Total International Stock ETF | $82.64 | ― | 4.73M | 5.45M | $101.97(23.39% Upside) | Hold | 8,849 | 0.05% | $162.64B | ― | ― |
| IEMG | iShares Core MSCI Emerging Markets ETF | $74.15 | ― | 16.13M | 12.14M | ― | ― | 2,796 | 0.09% | $146.60B | ― | ― |
| VGT | Vanguard Information Technology ETF | $111.18 | ― | 5.72M | 4.66M | $153.38(37.96% Upside) | Moderate Buy | 319 | 0.09% | $141.61B | | 74outperform |
| AGG | iShares Core U.S. Aggregate Bond ETF | $95.09 | ― | 11.15M | 10.87M | ― | ― | 0 | 0.03% | $137.21B | ― | ― |
| GLD | SPDR Gold Shares | $355.45 | ― | 11.72M | 9.68M | ― | ― | 0 | 0.40% | $129.94B | ― | ― |
| IJH | iShares Core S&P Mid-Cap ETF | $73.76 | ― | 4.97M | 7.31M | $90.13(22.19% Upside) | Moderate Buy | 401 | 0.05% | $123.84B | | 70outperform |
| SCHD | Schwab US Dividend Equity ETF | $36.12 | ― | 20.97M | 23.66M | $38.39(6.27% Upside) | Moderate Buy | 100 | 0.06% | $123.77B | | 74outperform |
| VWO | Vanguard FTSE Emerging Markets ETF | $56.38 | ― | 7.39M | 7.68M | ― | ― | 4,976 | 0.06% | $119.55B | ― | ― |
| IWF | iShares Russell 1000 Growth ETF | $114.89 | ― | 5.90M | 4.79M | $150.74(31.21% Upside) | Strong Buy | 375 | 0.18% | $119.16B | | 74outperform |
| VIG | Vanguard Dividend Appreciation ETF | $251.82 | ― | 993.48K | 1.07M | $286.99(13.97% Upside) | Moderate Buy | 334 | 0.04% | $117.94B | | 73outperform |
| SGOV | iShares 0-3 Month Treasury Bond ETF | $100.56 | ― | 21.38M | 22.69M | ― | ― | 0 | 0.09% | $117.17B | ― | ― |
| XLK | Technology Select Sector SPDR Fund | $170.28 | ― | 10.01M | 8.93M | $229.35(34.69% Upside) | Moderate Buy | 78 | 0.08% | $116.72B | | 75outperform |
| QQQM | Invesco NASDAQ 100 ETF | $279.97 | ― | 3.66M | 3.30M | $364.44(30.17% Upside) | Strong Buy | 103 | 0.15% | $109.30B | | 72outperform |
| VO | Vanguard Mid-Cap ETF | $81.84 | ― | 2.16M | 2.73M | $98.78(20.70% Upside) | Moderate Buy | 272 | 0.03% | $107.65B | | 69neutral |
| IJR | iShares Core S&P Small Cap ETF | $140.62 | ― | 1.75M | 3.28M | $172.63(22.76% Upside) | Moderate Buy | 604 | 0.06% | $105.83B | | 65neutral |
| RSP | Invesco S&P 500 Equal Weight ETF | $221.16 | ― | 6.42M | 8.03M | $252.71(14.26% Upside) | Moderate Buy | 505 | 0.20% | $105.10B | | 69neutral |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $164.53 | ― | 907.96K | 1.51M | $200.23(21.70% Upside) | Moderate Buy | 2,415 | 0.03% | $96.21B | | 72outperform |
| BNDX | Vanguard Total International Bond ETF | $47.24 | ― | 3.68M | 4.80M | ― | ― | 0 | 0.07% | $84.99B | ― | ― |
| IWD | iShares Russell 1000 Value ETF | $263.31 | ― | 2.03M | 1.91M | $296.25(12.51% Upside) | Moderate Buy | 871 | 0.18% | $84.67B | | 71outperform |
| VT | Vanguard Total World Stock ETF | $155.30 | ― | 1.95M | 2.67M | $193.00(24.27% Upside) | Moderate Buy | 10,142 | 0.06% | $84.45B | | 63neutral |
| VYM | Vanguard High Dividend Yield Index ETF | $164.92 | ― | 811.13K | 1.12M | $190.34(15.41% Upside) | Moderate Buy | 594 | 0.04% | $84.08B | | 71outperform |
| VB | Vanguard Small-Cap ETF | $291.36 | ― | 353.92K | 528.11K | $365.50(25.45% Upside) | Moderate Buy | 1,301 | 0.03% | $79.28B | | 65neutral |
| IWM | iShares Russell 2000 ETF | $277.54 | ― | 17.64M | 22.99M | $371.26(33.77% Upside) | Moderate Buy | 1,957 | 0.19% | $77.05B | | 62neutral |
| EFA | iShares MSCI EAFE ETF | $104.17 | ― | 8.81M | 13.00M | $122.50(17.60% Upside) | Moderate Buy | 656 | 0.32% | $76.99B | ― | 66neutral |
| IVW | iShares S&P 500 Growth ETF | $132.60 | ― | 1.22M | 1.78M | $170.56(28.62% Upside) | Strong Buy | 154 | 0.18% | $74.18B | | 75outperform |
| SCHX | Schwab U.S. Large-Cap ETF | $29.68 | ― | 9.58M | 11.07M | $36.04(21.44% Upside) | Moderate Buy | 751 | 0.03% | $73.69B | | 73outperform |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $78.63 | ― | 9.79M | 11.27M | ― | ― | 0 | 0.03% | $68.24B | ― | ― |
| SCHF | Schwab International Equity ETF | $26.95 | ― | 8.54M | 9.01M | $33.06(22.68% Upside) | Moderate Buy | 1,419 | 0.03% | $67.91B | ― | 61neutral |
| VEU | Vanguard FTSE All-World ex-US Index Fund | $80.91 | ― | 1.59M | 2.73M | $100.74(24.51% Upside) | Hold | 3,793 | 0.04% | $66.90B | ― | ― |
| SMH | VanEck Semiconductor ETF | $486.75 | ― | 12.21M | 8.58M | $724.66(48.88% Upside) | Strong Buy | 26 | 0.35% | $64.68B | | 73outperform |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $34.05 | ― | 5.66M | 8.38M | $43.26(27.06% Upside) | Strong Buy | 187 | 0.04% | $61.94B | | 75outperform |
| IWR | iShares Russell Midcap ETF | $110.50 | ― | 998.28K | 1.78M | $131.25(18.78% Upside) | Moderate Buy | 823 | 0.18% | $58.66B | | 68neutral |
| IXUS | iShares Core MSCI Total International Stock ETF | $92.57 | ― | 1.17M | 2.09M | $112.01(21.00% Upside) | Hold | 4,537 | 0.07% | $57.64B | ― | ― |
| IAU | iShares Gold Trust | $72.88 | ― | 9.02M | 5.12M | ― | ― | 0 | 0.25% | $57.33B | ― | ― |
| IBIT | IShares Bitcoin Trust Registered | $38.94 | ― | 52.59M | 49.08M | ― | ― | 0 | 0.25% | $56.12B | ― | ― |
| MUB | iShares National Muni Bond ETF | $103.58 | ― | 11.61M | 12.31M | ― | ― | 0 | 0.05% | $54.45B | ― | ― |
| XLF | Financial Select Sector SPDR Fund | $58.68 | ― | 29.92M | 34.31M | $64.27(9.53% Upside) | Moderate Buy | 78 | 0.08% | $54.12B | | 72outperform |
| VV | Vanguard Large-Cap ETF | $347.59 | ― | 185.60K | 232.00K | $433.17(24.62% Upside) | Moderate Buy | 421 | 0.03% | $53.97B | | 73outperform |
| SPYG | SPDR Portfolio S&P 500 Growth ETF | $114.81 | ― | 1.69M | 2.57M | $147.99(28.90% Upside) | Strong Buy | 155 | 0.04% | $53.21B | | 75outperform |
