SCHB Schwab US Broad Market ETF | $26,428,005 | $23,214 ▼ | -0.1% | 474,726 | 6.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $23,483,066 | | 0.0% | 49,406 | 5.8% | Finance |
USFR WisdomTree Bloomberg Floating Rate Treasury Fund | $19,554,370 | | 0.0% | 389,219 | 4.8% | Finance |
AAPL Apple | $15,066,725 | | 0.0% | 78,257 | 3.7% | Computer and Technology |
SCHD Schwab US Dividend Equity ETF | $13,238,174 | $48,723 ▼ | -0.4% | 173,889 | 3.3% | ETF |
SCHA Schwab US Small-Cap ETF | $12,822,117 | $58,341 ▼ | -0.5% | 271,425 | 3.2% | ETF |
SCHX Schwab US Large-Cap ETF | $12,796,934 | $114,379 ▼ | -0.9% | 226,896 | 3.1% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $12,731,905 | $58,298 ▼ | -0.5% | 169,038 | 3.1% | ETF |
VO Vanguard Mid-Cap ETF | $11,739,037 | | 0.0% | 50,460 | 2.9% | ETF |
TLT iShares 20+ Year Treasury Bond ETF | $10,885,225 | $26,203 ▼ | -0.2% | 110,085 | 2.7% | ETF |
VB Vanguard Small-Cap ETF | $9,844,918 | | 0.0% | 46,149 | 2.4% | ETF |
DFAI Dimensional International Core Equity Market ETF | $9,818,619 | | 0.0% | 342,829 | 2.4% | ETF |
SOXX iShares Semiconductor ETF | $8,927,172 | $12,674 ▼ | -0.1% | 15,496 | 2.2% | ETF |
SDY SPDR S&P Dividend ETF | $8,888,628 | | 0.0% | 71,126 | 2.2% | ETF |
GLD SPDR Gold Shares | $8,739,145 | $24,087 ▼ | -0.3% | 45,714 | 2.1% | Finance |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $8,090,919 | $43,821 ▼ | -0.5% | 73,115 | 2.0% | Finance |
SCHF Schwab International Equity ETF | $8,019,766 | $59,801 ▼ | -0.7% | 216,985 | 2.0% | ETF |
VNQ Vanguard Real Estate ETF | $7,786,527 | $39,850 ▼ | -0.5% | 88,123 | 1.9% | ETF |
QQQ Invesco QQQ | $7,365,580 | | 0.0% | 17,986 | 1.8% | Finance |
VPU Vanguard Utilities ETF | $7,237,831 | $25,084 ▼ | -0.3% | 52,804 | 1.8% | ETF |
BRK.B Berkshire Hathaway | $5,549,808 | $357 ▼ | 0.0% | 15,560 | 1.4% | Finance |
AWK American Water Works | $5,476,951 | $17,819 ▼ | -0.3% | 41,495 | 1.3% | Utilities |
DGRO iShares Core Dividend Growth ETF | $5,157,240 | | 0.0% | 95,824 | 1.3% | ETF |
LEG Leggett & Platt | $4,726,014 | | 0.0% | 180,589 | 1.2% | Consumer Discretionary |
VEA Vanguard FTSE Developed Markets ETF | $4,664,071 | | 0.0% | 97,371 | 1.1% | ETF |
LDUR PIMCO Low Duration Exchange-Traded Fund | $4,373,719 | | 0.0% | 46,156 | 1.1% | ETF |
VOO Vanguard S&P 500 ETF | $4,241,369 | | 0.0% | 9,710 | 1.0% | ETF |
LLY Eli Lilly and Company | $4,064,926 | | 0.0% | 6,973 | 1.0% | Medical |
SH ProShares Short S&P500 | $3,678,443 | $7,846 ▼ | -0.2% | 283,175 | 0.9% | ETF |
WTRG Essential Utilities | $3,375,674 | $10,757 ▼ | -0.3% | 90,379 | 0.8% | Utilities |
DBO Invesco DB Oil Fund | $3,312,138 | $21,825 ▼ | -0.7% | 238,112 | 0.8% | Finance |
MSFT Microsoft | $3,179,330 | | 0.0% | 8,455 | 0.8% | Computer and Technology |
SCO ProShares UltraShort Bloomberg Crude Oil | $3,169,577 | $12,680 ▼ | -0.4% | 151,727 | 0.8% | ETF |
GOOGL Alphabet | $3,161,883 | | 0.0% | 22,635 | 0.8% | Computer and Technology |
VTV Vanguard Value ETF | $2,747,347 | | 0.0% | 18,377 | 0.7% | ETF |
EFA iShares MSCI EAFE ETF | $2,675,452 | | 0.0% | 35,507 | 0.7% | Finance |
IVV iShares Core S&P 500 ETF | $2,464,347 | | 0.0% | 5,160 | 0.6% | ETF |
XCEM Columbia EM Core ex-China ETF | $2,299,333 | | 0.0% | 75,961 | 0.6% | ETF |
AMZN Amazon.com | $2,148,432 | | 0.0% | 14,140 | 0.5% | Retail/Wholesale |
SSO ProShares Ultra S&P500 | $2,122,323 | | 0.0% | 32,616 | 0.5% | ETF |
XLE Energy Select Sector SPDR Fund | $2,067,578 | $2,934 ▼ | -0.1% | 24,661 | 0.5% | ETF |
IBB iShares Biotechnology ETF | $2,054,272 | $5,026 ▼ | -0.2% | 15,122 | 0.5% | Finance |
COST Costco Wholesale | $2,045,045 | | 0.0% | 3,098 | 0.5% | Retail/Wholesale |
CWB SPDR Bloomberg Convertible Securities ETF | $2,044,731 | $21,645 ▼ | -1.0% | 28,340 | 0.5% | ETF |
QLD ProShares Ultra QQQ | $2,042,120 | $7,600 ▼ | -0.4% | 26,870 | 0.5% | ETF |
JNJ Johnson & Johnson | $1,930,065 | | 0.0% | 12,314 | 0.5% | Medical |
BNDX Vanguard Total International Bond ETF | $1,925,581 | $21,474 ▼ | -1.1% | 39,007 | 0.5% | ETF |
FLRN SPDR Bloomberg Barclays Investment Grade Floating Rate ETF | $1,858,128 | $20,587 ▼ | -1.1% | 60,743 | 0.5% | ETF |
PFF iShares Preferred and Income Securities ETF | $1,849,003 | | 0.0% | 59,282 | 0.5% | ETF |
FNDX Schwab Fundamental U.S. Large Company Index ETF | $1,847,113 | | 0.0% | 29,821 | 0.5% | ETF |
TFI SPDR Nuveen Barclays Municipal Bond ETF | $1,821,673 | | 0.0% | 38,759 | 0.4% | Finance |
ICF iShares Cohen & Steers REIT ETF | $1,706,072 | | 0.0% | 29,049 | 0.4% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $1,676,820 | $8,676 ▼ | -0.5% | 67,641 | 0.4% | ETF |
CWT California Water Service Group | $1,650,701 | $5,343 ▼ | -0.3% | 31,824 | 0.4% | Utilities |
AWR American States Water | $1,632,543 | $5,549 ▼ | -0.3% | 20,300 | 0.4% | Utilities |
SJW SJW Group | $1,619,036 | $5,097 ▼ | -0.3% | 24,775 | 0.4% | Utilities |
FREL Fidelity MSCI Real Estate Index ETF | $1,548,312 | | 0.0% | 58,098 | 0.4% | ETF |
FNDB Schwab Fundamental U.S. Broad Market Index ETF | $1,513,569 | | 0.0% | 24,772 | 0.4% | ETF |
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $1,484,090 | | 0.0% | 15,259 | 0.4% | ETF |
SCHP Schwab U.S. TIPS ETF | $1,466,426 | $21,141 ▼ | -1.4% | 28,092 | 0.4% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $1,444,348 | | 0.0% | 5,211 | 0.4% | ETF |
IJR iShares Core S&P Small-Cap ETF | $1,440,791 | | 0.0% | 13,310 | 0.4% | ETF |
GOOG Alphabet | $1,438,895 | | 0.0% | 10,210 | 0.4% | Computer and Technology |
VOX Vanguard Communication Services ETF | $1,436,472 | $4,120 ▼ | -0.3% | 12,202 | 0.4% | ETF |
IHF iShares U.S. Healthcare Providers ETF | $1,369,197 | $3,151 ▼ | -0.2% | 5,215 | 0.3% | ETF |
MRK Merck & Co., Inc. | $1,366,788 | | 0.0% | 12,537 | 0.3% | Medical |
VTI Vanguard Total Stock Market ETF | $1,287,892 | | 0.0% | 5,429 | 0.3% | ETF |
ABT Abbott Laboratories | $1,285,040 | | 0.0% | 11,675 | 0.3% | Medical |
DUK Duke Energy | $1,146,139 | | 0.0% | 11,811 | 0.3% | Utilities |
SPTL SPDR Portfolio Long Term Treasury ETF | $1,073,218 | | 0.0% | 36,982 | 0.3% | ETF |
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | $1,063,942 | | 0.0% | 39,202 | 0.3% | ETF |
ABBV AbbVie | $1,033,999 | | 0.0% | 6,672 | 0.3% | Medical |
HDV iShares Core High Dividend ETF | $1,028,263 | | 0.0% | 10,082 | 0.3% | ETF |
SPGI S&P Global | $1,023,768 | | 0.0% | 2,324 | 0.3% | Business Services |
IEFA iShares Core MSCI EAFE ETF | $1,022,397 | | 0.0% | 14,533 | 0.3% | ETF |
V Visa | $998,795 | | 0.0% | 3,836 | 0.2% | Business Services |
VWO Vanguard FTSE Emerging Markets ETF | $949,410 | | 0.0% | 23,100 | 0.2% | ETF |
XOM Exxon Mobil | $898,325 | | 0.0% | 8,985 | 0.2% | Oils/Energy |
NVDA NVIDIA | $831,970 | | 0.0% | 1,680 | 0.2% | Computer and Technology |
PIMCO ETF TR
| $822,065 | | 0.0% | 8,892 | 0.2% | ACTIVE BD ETF |
PG Procter & Gamble | $815,819 | | 0.0% | 5,567 | 0.2% | Consumer Staples |
HD Home Depot | $813,767 | | 0.0% | 2,348 | 0.2% | Retail/Wholesale |
META Meta Platforms | $794,640 | | 0.0% | 2,245 | 0.2% | Computer and Technology |
IWV iShares Russell 3000 ETF | $794,393 | | 0.0% | 2,902 | 0.2% | ETF |
TIP iShares TIPS Bond ETF | $767,371 | | 0.0% | 7,139 | 0.2% | ETF |
SPYX SPDR S&P Fossil Fuel Reserves Free ETF | $746,879 | $39 ▼ | 0.0% | 19,244 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $740,897 | | 0.0% | 4,356 | 0.2% | Finance |
ESGV Vanguard ESG US Stock ETF | $737,215 | | 0.0% | 8,667 | 0.2% | ETF |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | $702,826 | | 0.0% | 13,711 | 0.2% | Manufacturing |
AMGN Amgen | $696,864 | | 0.0% | 2,420 | 0.2% | Medical |
SO Southern | $673,906 | | 0.0% | 9,611 | 0.2% | Utilities |
CSCO Cisco Systems | $649,586 | | 0.0% | 12,858 | 0.2% | Computer and Technology |
CVX Chevron | $605,739 | | 0.0% | 4,061 | 0.1% | Oils/Energy |
VLO Valero Energy | $593,678 | | 0.0% | 4,567 | 0.1% | Oils/Energy |
MBB iShares MBS ETF | $593,551 | | 0.0% | 6,309 | 0.1% | ETF |
CSWI CSW Industrials | $590,496 | | 0.0% | 2,847 | 0.1% | Basic Materials |
PLNT Planet Fitness | $579,255 | | 0.0% | 7,935 | 0.1% | Consumer Discretionary |
IBM International Business Machines | $568,122 | | 0.0% | 3,474 | 0.1% | Computer and Technology |
NEE NextEra Energy | $553,958 | | 0.0% | 9,120 | 0.1% | Utilities |
GD General Dynamics | $541,334 | | 0.0% | 2,085 | 0.1% | Aerospace |
PAYX Paychex | $532,064 | | 0.0% | 4,467 | 0.1% | Business Services |
KO Coca-Cola | $522,249 | | 0.0% | 8,862 | 0.1% | Consumer Staples |
SPIP SPDR Portfolio TIPS ETF | $504,630 | | 0.0% | 19,735 | 0.1% | ETF |
DE Deere & Company | $502,610 | | 0.0% | 1,257 | 0.1% | Industrial Products |
IVW iShares S&P 500 Growth ETF | $496,336 | | 0.0% | 6,609 | 0.1% | ETF |
KEX Kirby | $489,872 | | 0.0% | 6,242 | 0.1% | Transportation |
RTX RTX | $483,677 | | 0.0% | 5,748 | 0.1% | Aerospace |
INTC Intel | $451,995 | | 0.0% | 8,995 | 0.1% | Computer and Technology |
VEU Vanguard FTSE All-World ex-US ETF | $450,021 | | 0.0% | 8,016 | 0.1% | ETF |
TRV Travelers Companies | $448,985 | | 0.0% | 2,357 | 0.1% | Finance |
TXN Texas Instruments | $434,162 | | 0.0% | 2,547 | 0.1% | Computer and Technology |
VTEB Vanguard Tax-Exempt Bond ETF | $431,270 | | 0.0% | 8,448 | 0.1% | ETF |
USSG X-trackers MSCI USA ESG Leaders Equity ETF | $424,792 | | 0.0% | 9,602 | 0.1% | ETF |
VZ Verizon Communications | $414,249 | | 0.0% | 10,988 | 0.1% | Computer and Technology |
QCOM QUALCOMM | $409,719 | | 0.0% | 2,833 | 0.1% | Computer and Technology |
VT Vanguard Total World Stock ETF | $403,804 | | 0.0% | 3,925 | 0.1% | ETF |
GNMA iShares GNMA Bond ETF | $399,887 | | 0.0% | 9,037 | 0.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $399,673 | | 0.0% | 2,345 | 0.1% | ETF |
CAT Caterpillar | $389,841 | $296 ▼ | -0.1% | 1,318 | 0.1% | Industrial Products |
KMB Kimberly-Clark | $388,579 | | 0.0% | 3,198 | 0.1% | Consumer Staples |
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF | $384,990 | | 0.0% | 9,869 | 0.1% | ETF |
DFIV Dimensional International Value ETF | $366,896 | | 0.0% | 10,678 | 0.1% | ETF |
CGXU Capital Group International Focus Equity ETF | $362,729 | | 0.0% | 15,196 | 0.1% | ETF |
CL Colgate-Palmolive | $361,405 | | 0.0% | 4,534 | 0.1% | Consumer Staples |
HON Honeywell International | $352,832 | | 0.0% | 1,682 | 0.1% | Multi-Sector Conglomerates |
UNP Union Pacific | $349,920 | | 0.0% | 1,425 | 0.1% | Transportation |
TSLA Tesla | $348,052 | | 0.0% | 1,401 | 0.1% | Auto/Tires/Trucks |
AFL Aflac | $330,000 | | 0.0% | 4,000 | 0.1% | Finance |
DIS Walt Disney | $327,199 | | 0.0% | 3,624 | 0.1% | Consumer Discretionary |
PHB Invesco Fundamental High Yield Corporate Bond ETF | $316,721 | | 0.0% | 17,469 | 0.1% | ETF |
BA Boeing | $302,366 | | 0.0% | 1,160 | 0.1% | Aerospace |
LMT Lockheed Martin | $300,340 | | 0.0% | 663 | 0.1% | Aerospace |
FLOT iShares Floating Rate Bond ETF | $293,242 | | 0.0% | 5,793 | 0.1% | ETF |
CVS CVS Health | $290,629 | | 0.0% | 3,681 | 0.1% | Retail/Wholesale |
PFE Pfizer | $289,512 | | 0.0% | 10,056 | 0.1% | Medical |
MCD McDonald's | $282,007 | | 0.0% | 951 | 0.1% | Retail/Wholesale |
GSIE Goldman Sachs ActiveBeta International Equity ETF | $268,952 | | 0.0% | 8,235 | 0.1% | ETF |
PEP PepsiCo | $266,462 | | 0.0% | 1,569 | 0.1% | Consumer Staples |
WM Waste Management | $264,889 | | 0.0% | 1,479 | 0.1% | Business Services |
CAC Camden National | $264,878 | | 0.0% | 7,039 | 0.1% | Finance |
VUG Vanguard Growth ETF | $259,375 | | 0.0% | 834 | 0.1% | ETF |
GIS General Mills | $247,441 | | 0.0% | 3,799 | 0.1% | Consumer Staples |
PSX Phillips 66 | $239,785 | | 0.0% | 1,801 | 0.1% | Oils/Energy |
AXP American Express | $227,325 | | 0.0% | 1,213 | 0.1% | Finance |
NUSC Nuveen ESG Small-Cap ETF | $226,174 | $39 ▼ | 0.0% | 5,784 | 0.1% | ETF |
DEO Diageo | $225,190 | | 0.0% | 1,546 | 0.1% | Consumer Staples |
ORCL Oracle | $223,960 | | 0.0% | 2,124 | 0.1% | Computer and Technology |
MUB iShares National Muni Bond ETF | $223,108 | | 0.0% | 2,058 | 0.1% | ETF |
EMR Emerson Electric | $216,559 | | 0.0% | 2,225 | 0.1% | Industrial Products |
SPYG SPDR Portfolio S&P 500 Growth ETF | $214,373 | | 0.0% | 3,295 | 0.1% | ETF |
IGOV iShares International Treasury Bond ETF | $212,354 | | 0.0% | 5,138 | 0.1% | ETF |
SBUX Starbucks | $210,409 | | 0.0% | 2,192 | 0.1% | Retail/Wholesale |
ED Consolidated Edison | $205,410 | | 0.0% | 2,258 | 0.1% | Utilities |
ITA iShares U.S. Aerospace & Defense ETF | $204,965 | | 0.0% | 1,619 | 0.1% | ETF |