| VOO | Vanguard S&P 500 ETF | $696.00 | ― | 6.15M | 7.54M | $859.00(23.42% Upside) | Moderate Buy | 505 | 0.03% | $1.07T | | 74outperform |
| IVV | iShares Core S&P 500 ETF | $760.78 | ― | 8.26M | 6.80M | $925.82(21.69% Upside) | Moderate Buy | 507 | 0.03% | $882.14B | | 73outperform |
| SPY | State Street SPDR S&P 500 ETF Trust | $757.12 | ― | 37.14M | 42.89M | $917.90(21.24% Upside) | Moderate Buy | 505 | 0.09% | $795.29B | | 73outperform |
| VTI | Vanguard Total Stock Market ETF | $372.62 | ― | 3.04M | 3.20M | $467.34(25.42% Upside) | Moderate Buy | 3,477 | 0.03% | $697.09B | | 72outperform |
| QQQ | Invesco QQQ Trust | $688.17 | ― | 36.59M | 38.27M | $886.14(28.77% Upside) | Strong Buy | 102 | 0.18% | $477.40B | | 72outperform |
| VEA | Vanguard FTSE Developed Markets ETF | $69.43 | ― | 10.43M | 9.96M | $87.83(26.50% Upside) | Moderate Buy | 3,893 | 0.03% | $232.15B | ― | 58neutral |
| VUG | Vanguard Growth ETF | $85.01 | ― | 5.49M | 6.01M | $110.50(29.99% Upside) | Strong Buy | 136 | 0.03% | $221.82B | | 74outperform |
| VTV | Vanguard Value ETF | $229.04 | ― | 2.34M | 2.82M | $267.51(16.80% Upside) | Moderate Buy | 299 | 0.03% | $197.86B | | 72outperform |
| IEFA | iShares Core MSCI EAFE ETF | $96.76 | ― | 13.50M | 9.26M | $114.42(18.25% Upside) | Moderate Buy | 2,618 | 0.07% | $192.44B | ― | 64neutral |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $89.13 | ― | 10.15M | 12.83M | $107.22(20.29% Upside) | Moderate Buy | 506 | 0.02% | $183.68B | | 73outperform |
| BND | Vanguard Total Bond Market ETF | $70.65 | ― | 14.56M | 10.49M | ― | ― | 0 | 0.03% | $166.37B | ― | ― |
| VXUS | Vanguard Total International Stock ETF | $82.66 | ― | 4.25M | 5.45M | $102.30(23.76% Upside) | Hold | 8,849 | 0.05% | $164.30B | ― | ― |
| IEMG | iShares Core MSCI Emerging Markets ETF | $74.45 | ― | 17.61M | 11.96M | ― | ― | 2,796 | 0.09% | $149.06B | ― | ― |
| VGT | Vanguard Information Technology ETF | $113.09 | ― | 4.42M | 4.61M | $154.32(36.46% Upside) | Moderate Buy | 319 | 0.09% | $142.45B | | 74outperform |
| AGG | iShares Core U.S. Aggregate Bond ETF | $95.22 | ― | 9.75M | 10.81M | ― | ― | 0 | 0.03% | $138.03B | ― | ― |
| GLD | SPDR Gold Shares | $354.89 | ― | 13.10M | 9.61M | ― | ― | 0 | 0.40% | $134.29B | ― | ― |
| IJH | iShares Core S&P Mid-Cap ETF | $73.85 | ― | 8.72M | 7.31M | $90.87(23.05% Upside) | Moderate Buy | 402 | 0.05% | $125.56B | | 70outperform |
| SCHD | Schwab US Dividend Equity ETF | $35.93 | ― | 19.75M | 23.65M | $38.34(6.71% Upside) | Moderate Buy | 100 | 0.06% | $123.91B | | 74outperform |
| VWO | Vanguard FTSE Emerging Markets ETF | $56.43 | ― | 7.03M | 7.63M | ― | ― | 4,976 | 0.06% | $121.50B | ― | ― |
| IWF | iShares Russell 1000 Growth ETF | $116.19 | ― | 6.23M | 4.74M | $154.76(33.20% Upside) | Strong Buy | 375 | 0.18% | $119.30B | | 74outperform |
| VIG | Vanguard Dividend Appreciation ETF | $251.80 | ― | 984.28K | 1.06M | $286.11(13.62% Upside) | Moderate Buy | 334 | 0.04% | $118.04B | | 73outperform |
| SGOV | iShares 0-3 Month Treasury Bond ETF | $100.53 | ― | 21.54M | 22.60M | ― | ― | 0 | 0.09% | $117.10B | ― | ― |
| XLK | Technology Select Sector SPDR Fund | $173.77 | ― | 9.93M | 8.83M | $230.04(32.38% Upside) | Moderate Buy | 78 | 0.08% | $112.88B | | 75outperform |
| QQQM | Invesco NASDAQ 100 ETF | $283.39 | ― | 3.70M | 3.27M | $372.42(31.42% Upside) | Strong Buy | 103 | 0.15% | $109.44B | | 72outperform |
| VO | Vanguard Mid-Cap ETF | $81.83 | ― | 1.94M | 2.73M | $98.24(20.05% Upside) | Moderate Buy | 272 | 0.03% | $108.53B | | 69neutral |
| IJR | iShares Core S&P Small Cap ETF | $140.64 | ― | 2.27M | 3.29M | $173.90(23.65% Upside) | Moderate Buy | 604 | 0.06% | $107.13B | | 65neutral |
| RSP | Invesco S&P 500 Equal Weight ETF | $220.72 | ― | 7.70M | 7.99M | $252.67(14.48% Upside) | Moderate Buy | 505 | 0.20% | $106.02B | | 70outperform |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $165.17 | ― | 1.18M | 1.51M | $203.06(22.94% Upside) | Moderate Buy | 2,415 | 0.03% | $96.50B | | 72outperform |
| BNDX | Vanguard Total International Bond ETF | $47.31 | ― | 3.33M | 4.80M | ― | ― | 0 | 0.07% | $85.34B | ― | ― |
| IWD | iShares Russell 1000 Value ETF | $262.73 | ― | 1.99M | 1.89M | $296.52(12.86% Upside) | Moderate Buy | 871 | 0.18% | $85.05B | | 71outperform |
| VT | Vanguard Total World Stock ETF | $155.75 | ― | 2.90M | 2.67M | $193.53(24.26% Upside) | Moderate Buy | 10,142 | 0.06% | $84.94B | | 63neutral |
| VYM | Vanguard High Dividend Yield Index ETF | $165.11 | ― | 892.18K | 1.12M | $190.79(15.55% Upside) | Moderate Buy | 594 | 0.04% | $84.03B | | 71outperform |
| VB | Vanguard Small-Cap ETF | $291.58 | ― | 356.22K | 528.81K | $364.48(25.00% Upside) | Moderate Buy | 1,301 | 0.03% | $80.31B | | 65neutral |
| IWM | iShares Russell 2000 ETF | $278.44 | ― | 22.61M | 22.92M | $376.24(35.12% Upside) | Moderate Buy | 1,956 | 0.19% | $77.86B | | 62neutral |
| EFA | iShares MSCI EAFE ETF | $104.01 | ― | 11.84M | 12.95M | $123.57(18.81% Upside) | Moderate Buy | 656 | 0.32% | $77.59B | ― | 66neutral |
| IVW | iShares S&P 500 Growth ETF | $133.82 | ― | 3.50M | 1.77M | $174.47(30.38% Upside) | Strong Buy | 154 | 0.18% | $74.18B | | 75outperform |
| SCHX | Schwab U.S. Large-Cap ETF | $29.78 | ― | 9.18M | 11.00M | $36.48(22.50% Upside) | Moderate Buy | 751 | 0.03% | $73.94B | | 73outperform |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $78.76 | ― | 7.04M | 11.21M | ― | ― | 0 | 0.03% | $68.51B | ― | ― |
| SCHF | Schwab International Equity ETF | $27.00 | ― | 11.67M | 8.99M | $33.35(23.50% Upside) | Moderate Buy | 1,420 | 0.03% | $68.01B | ― | 60neutral |
| VEU | Vanguard FTSE All-World ex-US Index Fund | $80.96 | ― | 1.88M | 2.73M | $101.02(24.77% Upside) | Hold | 3,793 | 0.04% | $67.59B | ― | ― |
| SMH | VanEck Semiconductor ETF | $501.73 | ― | 10.12M | 8.47M | $767.72(53.02% Upside) | Strong Buy | 26 | 0.35% | $65.05B | | 73outperform |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $34.32 | ― | 6.88M | 8.35M | $44.12(28.55% Upside) | Strong Buy | 187 | 0.04% | $62.07B | | 75outperform |
| IAU | iShares Gold Trust | $72.79 | ― | 7.88M | 5.01M | ― | ― | 0 | 0.25% | $59.46B | ― | ― |
| IWR | iShares Russell Midcap ETF | $110.51 | ― | 1.55M | 1.77M | $132.26(19.68% Upside) | Moderate Buy | 823 | 0.18% | $59.29B | | 68neutral |
| IBIT | IShares Bitcoin Trust Registered | $40.36 | ― | 55.84M | 48.63M | ― | ― | 0 | 0.25% | $58.71B | ― | ― |
| IXUS | iShares Core MSCI Total International Stock ETF | $92.59 | ― | 2.17M | 2.09M | $112.78(21.81% Upside) | Hold | 4,537 | 0.07% | $58.25B | ― | ― |
| MUB | iShares National Muni Bond ETF | $103.95 | ― | 11.88M | 12.18M | ― | ― | 0 | 0.05% | $54.85B | ― | ― |
| VV | Vanguard Large-Cap ETF | $349.03 | ― | 277.82K | 231.50K | $434.20(24.40% Upside) | Moderate Buy | 421 | 0.03% | $54.13B | | 73outperform |
| XLF | Financial Select Sector SPDR Fund | $58.21 | ― | 22.01M | 34.28M | $64.23(10.34% Upside) | Moderate Buy | 78 | 0.08% | $53.91B | | 72outperform |
| VTEB | Vanguard Tax-Exempt Bond ETF | $48.79 | ― | 26.20M | 22.59M | ― | ― | 0 | 0.03% | $53.56B | ― | ― |
