SCHF Schwab International Equity ETF | $110,193,916 | $2,483,071 ▲ | 2.3% | 2,824,043 | 11.5% | ETF |
VTV Vanguard Value ETF | $104,942,863 | $26,383 ▼ | 0.0% | 644,376 | 10.9% | ETF |
VUG Vanguard Growth ETF | $82,086,799 | $2,090,660 ▼ | -2.5% | 238,487 | 8.6% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $51,881,162 | $1,089,987 ▲ | 2.1% | 671,084 | 5.4% | ETF |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $42,549,971 | $1,308,003 ▲ | 3.2% | 726,731 | 4.4% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $42,279,789 | $740,691 ▲ | 1.8% | 525,150 | 4.4% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $32,892,979 | $342,050 ▼ | -1.0% | 682,286 | 3.4% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $28,603,096 | $760,006 ▲ | 2.7% | 684,775 | 3.0% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $23,522,547 | $1,384,658 ▲ | 6.3% | 469,514 | 2.5% | ETF |
IEFA iShares Core MSCI EAFE ETF | $22,518,585 | $1,211,795 ▲ | 5.7% | 303,402 | 2.3% | ETF |
GLDM SPDR Gold MiniShares Trust | $21,284,208 | $336,673 ▼ | -1.6% | 483,185 | 2.2% | Finance |
SLYV SPDR S&P 600 Small CapValue ETF | $19,373,045 | $572,082 ▲ | 3.0% | 233,493 | 2.0% | ETF |
AAPL Apple | $17,331,748 | $131,868 ▼ | -0.8% | 101,072 | 1.8% | Computer and Technology |
SPYG SPDR Portfolio S&P 500 Growth ETF | $17,099,233 | $1,121,822 ▲ | 7.0% | 233,757 | 1.8% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $14,607,759 | $955,041 ▲ | 7.0% | 139,479 | 1.5% | ETF |
VGT Vanguard Information Technology ETF | $14,395,126 | $16,778 ▼ | -0.1% | 27,456 | 1.5% | ETF |
MSFT Microsoft | $11,656,065 | $27,347 ▼ | -0.2% | 27,705 | 1.2% | Computer and Technology |
BAR Graniteshares Gold Trust | $10,654,645 | $1,208 ▲ | 0.0% | 485,185 | 1.1% | Finance |
REET iShares Global REIT ETF | $10,522,055 | $272,224 ▲ | 2.7% | 444,346 | 1.1% | ETF |
MUB iShares National Muni Bond ETF | $9,041,773 | $547,901 ▲ | 6.5% | 84,031 | 0.9% | ETF |
LLY Eli Lilly and Company | $7,767,117 | $351,636 ▼ | -4.3% | 9,984 | 0.8% | Medical |
IEMG iShares Core MSCI Emerging Markets ETF | $6,785,786 | $505,523 ▲ | 8.0% | 131,508 | 0.7% | ETF |
NVDA NVIDIA | $6,756,637 | $130,109 ▲ | 2.0% | 7,478 | 0.7% | Computer and Technology |
ITM VanEck Intermediate Muni ETF | $6,675,164 | $565,232 ▲ | 9.3% | 143,522 | 0.7% | ETF |
AMZN Amazon.com | $5,973,090 | $176,236 ▼ | -2.9% | 33,113 | 0.6% | Retail/Wholesale |
AZN AstraZeneca | $5,715,511 | $1,084 ▼ | 0.0% | 84,362 | 0.6% | Medical |
VTEB Vanguard Tax-Exempt Bond ETF | $5,552,610 | $100,593 ▲ | 1.8% | 109,735 | 0.6% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $5,359,749 | $150,610 ▲ | 2.9% | 106,832 | 0.6% | ETF |
JPM JPMorgan Chase & Co. | $5,257,176 | $101,350 ▲ | 2.0% | 26,247 | 0.5% | Finance |
VBR Vanguard Small-Cap Value ETF | $5,204,509 | $405,454 ▲ | 8.4% | 27,123 | 0.5% | ETF |
JMST JPMorgan Ultra-Short Municipal ETF | $5,142,582 | $259,385 ▼ | -4.8% | 101,351 | 0.5% | ETF |
GOOGL Alphabet | $4,970,386 | $85,277 ▼ | -1.7% | 32,931 | 0.5% | Computer and Technology |
SF Stifel Financial | $4,693,562 | | 0.0% | 60,043 | 0.5% | Finance |
XLV Health Care Select Sector SPDR Fund | $4,475,604 | $5,023 ▼ | -0.1% | 30,297 | 0.5% | ETF |
ESGV Vanguard ESG US Stock ETF | $4,317,458 | $35,319 ▲ | 0.8% | 46,330 | 0.4% | ETF |
HDV iShares Core High Dividend ETF | $4,191,274 | $41,329 ▼ | -1.0% | 38,030 | 0.4% | ETF |
BRK.B Berkshire Hathaway | $3,973,073 | $76,535 ▼ | -1.9% | 9,448 | 0.4% | Finance |
MRK Merck & Co., Inc. | $3,645,757 | $27,841 ▼ | -0.8% | 27,630 | 0.4% | Medical |
USMV iShares MSCI USA Min Vol Factor ETF | $3,511,567 | $26,662 ▼ | -0.8% | 42,014 | 0.4% | ETF |
XLY Consumer Discretionary Select Sector SPDR Fund | $3,386,648 | $18,204 ▼ | -0.5% | 18,418 | 0.4% | Finance |
VIOV Vanguard S&P Small-Cap 600 Value ETF | $3,154,547 | $53,584 ▼ | -1.7% | 35,676 | 0.3% | ETF |
PG Procter & Gamble | $3,141,082 | $32,611 ▼ | -1.0% | 19,360 | 0.3% | Consumer Staples |
XLF Financial Select Sector SPDR Fund | $3,126,131 | $11,120 ▲ | 0.4% | 74,220 | 0.3% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $3,090,913 | | 0.0% | 40,681 | 0.3% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $3,045,151 | $93 ▲ | 0.0% | 32,842 | 0.3% | ETF |
DD DuPont de Nemours | $2,915,703 | $145,521 ▼ | -4.8% | 38,029 | 0.3% | Basic Materials |
CTVA Corteva | $2,837,069 | $45,502 ▼ | -1.6% | 49,195 | 0.3% | Consumer Staples |
QQQ Invesco QQQ | $2,806,813 | | 0.0% | 6,321 | 0.3% | Finance |
XOM Exxon Mobil | $2,798,039 | $108,681 ▲ | 4.0% | 24,072 | 0.3% | Oils/Energy |
SCHE Schwab Emerging Markets Equity ETF | $2,657,910 | $79,714 ▼ | -2.9% | 105,264 | 0.3% | ETF |
DOW DOW | $2,614,154 | $183,349 ▼ | -6.6% | 45,126 | 0.3% | Basic Materials |
ABBV AbbVie | $2,576,715 | $66,467 ▲ | 2.6% | 14,150 | 0.3% | Medical |
VIS Vanguard Industrials ETF | $2,511,174 | $19,777 ▼ | -0.8% | 10,285 | 0.3% | ETF |
AVGO Broadcom | $2,473,217 | $1,325 ▲ | 0.1% | 1,866 | 0.3% | Computer and Technology |
MCD McDonald's | $2,444,684 | $36,934 ▼ | -1.5% | 8,671 | 0.3% | Retail/Wholesale |
SPY SPDR S&P 500 ETF Trust | $2,392,029 | $523 ▲ | 0.0% | 4,574 | 0.2% | Finance |
EXPD Expeditors International of Washington | $2,384,231 | | 0.0% | 19,612 | 0.2% | Transportation |
BBEU JPMorgan BetaBuilders Europe ETF | $2,304,570 | $53,934 ▼ | -2.3% | 38,798 | 0.2% | ETF |
BX Blackstone | $2,288,333 | | 0.0% | 17,419 | 0.2% | Finance |
ESGD iShares ESG Aware MSCI EAFE ETF | $2,204,876 | $59,133 ▲ | 2.8% | 27,592 | 0.2% | Manufacturing |
PEP PepsiCo | $1,992,037 | $178,867 ▼ | -8.2% | 11,382 | 0.2% | Consumer Staples |
IXUS iShares Core MSCI Total International Stock ETF | $1,988,134 | $18,933 ▼ | -0.9% | 29,298 | 0.2% | Manufacturing |
JNJ Johnson & Johnson | $1,983,537 | $158 ▼ | 0.0% | 12,540 | 0.2% | Medical |
URI United Rentals | $1,980,168 | | 0.0% | 2,746 | 0.2% | Construction |
VXUS Vanguard Total International Stock ETF | $1,909,748 | $965 ▲ | 0.1% | 31,671 | 0.2% | ETF |
GOOG Alphabet | $1,870,667 | $6,090 ▼ | -0.3% | 12,286 | 0.2% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $1,681,855 | $136,168 ▲ | 8.8% | 3,199 | 0.2% | ETF |
UNP Union Pacific | $1,621,078 | $246 ▼ | 0.0% | 6,592 | 0.2% | Transportation |
KO Coca-Cola | $1,586,419 | $58,367 ▼ | -3.5% | 25,930 | 0.2% | Consumer Staples |
LMT Lockheed Martin | $1,521,088 | $6,823 ▼ | -0.4% | 3,344 | 0.2% | Aerospace |
VYM Vanguard High Dividend Yield ETF | $1,515,263 | $31,581 ▲ | 2.1% | 12,523 | 0.2% | ETF |
XLI Industrial Select Sector SPDR Fund | $1,511,898 | | 0.0% | 12,003 | 0.2% | ETF |
VOX Vanguard Communication Services Index Fund ETF Shares | $1,491,676 | $62,591 ▼ | -4.0% | 11,368 | 0.2% | ETF |
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF | $1,463,036 | $72,108 ▲ | 5.2% | 30,840 | 0.2% | Finance |
MA Mastercard | $1,458,678 | | 0.0% | 3,029 | 0.2% | Business Services |
FLEE Franklin FTSE Europe ETF | $1,456,815 | | 0.0% | 48,985 | 0.2% | ETF |
PID Invesco International Dividend Achievers ETF | $1,409,838 | | 0.0% | 76,043 | 0.1% | Manufacturing |
QQQM Invesco NASDAQ 100 ETF | $1,359,944 | | 0.0% | 7,444 | 0.1% | ETF |
VPL Vanguard FTSE Pacific ETF | $1,292,399 | $50,330 ▼ | -3.7% | 16,999 | 0.1% | ETF |
BRK.A Berkshire Hathaway | $1,268,880 | | 0.0% | 2 | 0.1% | Finance |
IGRO iShares International Dividend Growth ETF | $1,256,399 | $97,807 ▼ | -7.2% | 18,652 | 0.1% | ETF |
UNH UnitedHealth Group | $1,253,572 | $25,724 ▲ | 2.1% | 2,534 | 0.1% | Medical |
AEP American Electric Power | $1,246,446 | $7,663 ▼ | -0.6% | 14,477 | 0.1% | Utilities |
CVX Chevron | $1,226,743 | $4,259 ▼ | -0.3% | 7,777 | 0.1% | Oils/Energy |
VTI Vanguard Total Stock Market ETF | $1,198,158 | $92,806 ▲ | 8.4% | 4,609 | 0.1% | ETF |
HD Home Depot | $1,187,625 | $63,294 ▼ | -5.1% | 3,096 | 0.1% | Retail/Wholesale |
QUAL iShares MSCI USA Quality Factor ETF | $1,177,567 | $45,361 ▼ | -3.7% | 7,165 | 0.1% | ETF |
PNC The PNC Financial Services Group | $1,169,499 | | 0.0% | 7,237 | 0.1% | Finance |
META Meta Platforms | $1,158,012 | $5,826 ▼ | -0.5% | 2,385 | 0.1% | Computer and Technology |
VV Vanguard Large-Cap ETF | $1,148,210 | | 0.0% | 4,789 | 0.1% | ETF |
IXN iShares Global Tech ETF | $1,112,574 | | 0.0% | 14,872 | 0.1% | ETF |
GLD SPDR Gold Shares | $1,096,693 | | 0.0% | 5,331 | 0.1% | Finance |
IBM International Business Machines | $1,068,802 | $7,638 ▼ | -0.7% | 5,597 | 0.1% | Computer and Technology |
IEUR iShares Core MSCI Europe ETF | $1,034,244 | | 0.0% | 17,878 | 0.1% | ETF |
EFA iShares MSCI EAFE ETF | $1,017,656 | | 0.0% | 12,743 | 0.1% | Finance |
AMGN Amgen | $1,016,691 | | 0.0% | 3,576 | 0.1% | Medical |
GD General Dynamics | $987,870 | $24,859 ▼ | -2.5% | 3,497 | 0.1% | Aerospace |
IWB iShares Russell 1000 ETF | $971,525 | | 0.0% | 3,373 | 0.1% | ETF |
ABT Abbott Laboratories | $952,160 | $51,376 ▼ | -5.1% | 8,377 | 0.1% | Medical |
COST Costco Wholesale | $949,487 | $8,792 ▼ | -0.9% | 1,296 | 0.1% | Retail/Wholesale |
