VUG Vanguard Growth ETF | $354,376,836 | $18,755,125 ▲ | 5.6% | 1,029,566 | 9.3% | ETF |
VTV Vanguard Value ETF | $342,879,137 | $29,056,019 ▲ | 9.3% | 2,105,361 | 9.0% | ETF |
IEFA iShares Core MSCI EAFE ETF | $248,389,066 | $31,659,362 ▲ | 14.6% | 3,346,659 | 6.5% | ETF |
VB Vanguard Small-Cap ETF | $223,358,153 | $20,270,686 ▲ | 10.0% | 977,112 | 5.9% | ETF |
BND Vanguard Total Bond Market ETF | $173,593,250 | $27,631,792 ▲ | 18.9% | 2,390,104 | 4.6% | ETF |
MSFT Microsoft | $171,418,952 | $22,694,893 ▲ | 15.3% | 407,442 | 4.5% | Computer and Technology |
AAPL Apple | $139,050,011 | $27,735,683 ▲ | 24.9% | 810,882 | 3.7% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $99,479,814 | $3,887,843 ▲ | 4.1% | 382,762 | 2.6% | ETF |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $90,767,343 | $26,721,851 ▲ | 41.7% | 2,776,609 | 2.4% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $70,549,119 | $4,070,393 ▲ | 6.1% | 1,406,201 | 1.9% | ETF |
SUSA iShares MSCI USA ESG Select ETF | $52,235,905 | $4,672,260 ▲ | 9.8% | 478,482 | 1.4% | ETF |
TTD Trade Desk | $52,142,091 | $845,264 ▼ | -1.6% | 596,455 | 1.4% | Computer and Technology |
NVDA NVIDIA | $50,016,633 | $15,294,581 ▲ | 44.0% | 55,355 | 1.3% | Computer and Technology |
IJR iShares Core S&P Small-Cap ETF | $49,625,107 | $923,062 ▲ | 1.9% | 449,015 | 1.3% | ETF |
USFR WisdomTree Bloomberg Floating Rate Treasury Fund | $44,412,299 | $11,049,818 ▼ | -19.9% | 883,124 | 1.2% | Finance |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $43,832,817 | $433,874 ▼ | -1.0% | 380,163 | 1.2% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $38,886,575 | $4,610,900 ▲ | 13.5% | 1,573,081 | 1.0% | ETF |
IWF iShares Russell 1000 Growth ETF | $38,252,268 | $275,708 ▼ | -0.7% | 113,491 | 1.0% | ETF |
IWD iShares Russell 1000 Value ETF | $36,149,965 | $1,201,112 ▲ | 3.4% | 201,831 | 1.0% | ETF |
NUSC Nuveen ESG Small-Cap ETF | $32,317,920 | $952,203 ▼ | -2.9% | 777,060 | 0.9% | ETF |
DFAI Dimensional International Core Equity Market ETF | $31,909,010 | $3,900,860 ▲ | 13.9% | 1,055,890 | 0.8% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $29,592,831 | $4,110,331 ▲ | 16.1% | 370,327 | 0.8% | Manufacturing |
AMZN Amazon.com | $29,044,881 | $4,899,467 ▲ | 20.3% | 161,021 | 0.8% | Retail/Wholesale |
USRT iShares Core U.S. REIT ETF | $28,107,177 | $3,343,402 ▲ | 13.5% | 522,438 | 0.7% | ETF |
TSLA Tesla | $26,154,392 | $6,066,162 ▲ | 30.2% | 148,782 | 0.7% | Auto/Tires/Trucks |
GOOG Alphabet | $24,354,009 | $7,372,893 ▲ | 43.4% | 159,950 | 0.6% | Computer and Technology |
ESGE iShares ESG Aware MSCI EM ETF | $20,697,625 | $1,316,177 ▲ | 6.8% | 642,185 | 0.5% | Manufacturing |
AMAT Applied Materials | $20,351,447 | $4,132,860 ▲ | 25.5% | 98,683 | 0.5% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $19,383,476 | $914,470 ▼ | -4.5% | 464,053 | 0.5% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $19,037,450 | $213,595 ▼ | -1.1% | 165,601 | 0.5% | Manufacturing |
AVGO Broadcom | $18,302,230 | $133,864 ▲ | 0.7% | 13,809 | 0.5% | Computer and Technology |
DFAU Dimensional US Core Equity Market ETF | $18,154,568 | $1,957,959 ▲ | 12.1% | 496,841 | 0.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $18,119,524 | $3,875,395 ▲ | 27.2% | 34,641 | 0.5% | Finance |
DECK Deckers Outdoor | $16,426,871 | $12,460,401 ▲ | 314.1% | 17,452 | 0.4% | Retail/Wholesale |
HD Home Depot | $16,069,371 | $2,390,593 ▲ | 17.5% | 41,891 | 0.4% | Retail/Wholesale |
MOAT VanEck Morningstar Wide Moat ETF | $14,688,361 | $14,092,505 ▲ | 2,365.1% | 163,386 | 0.4% | ETF |
LRCX Lam Research | $14,560,228 | $12,518,920 ▲ | 613.3% | 14,986 | 0.4% | Computer and Technology |
JNJ Johnson & Johnson | $13,838,759 | $341,219 ▼ | -2.4% | 87,481 | 0.4% | Medical |
SCZ iShares MSCI EAFE Small-Cap ETF | $13,823,378 | $1,523,976 ▲ | 12.4% | 218,275 | 0.4% | ETF |
VIG Vanguard Dividend Appreciation ETF | $13,150,975 | $2,624,461 ▲ | 24.9% | 72,017 | 0.3% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $13,032,277 | $867,522 ▲ | 7.1% | 209,052 | 0.3% | ETF |
ISRG Intuitive Surgical | $12,905,140 | $44,699 ▲ | 0.3% | 32,336 | 0.3% | Medical |
UNH UnitedHealth Group | $12,787,708 | $2,005,546 ▲ | 18.6% | 25,849 | 0.3% | Medical |
AMD Advanced Micro Devices | $12,661,890 | $9,323,012 ▲ | 279.2% | 70,153 | 0.3% | Computer and Technology |
META Meta Platforms | $12,611,886 | $6,952,003 ▲ | 122.8% | 25,973 | 0.3% | Computer and Technology |
SCHB Schwab US Broad Market ETF | $12,591,177 | $11,373,109 ▲ | 933.7% | 206,244 | 0.3% | ETF |
SRLN SPDR Blackstone Senior Loan ETF | $12,495,618 | $1,521,095 ▲ | 13.9% | 296,738 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $11,093,861 | $3,987,388 ▲ | 56.1% | 55,386 | 0.3% | Finance |
IHDG WisdomTree International Hedged Quality Dividend Growth Fund | $10,932,180 | $10,307,716 ▲ | 1,650.7% | 237,966 | 0.3% | Finance |
SDG iShares MSCI Global Sustainable Development Goals ETF | $10,859,176 | $172,218 ▲ | 1.6% | 137,964 | 0.3% | Manufacturing |
V Visa | $10,854,258 | $4,458,861 ▲ | 69.7% | 38,893 | 0.3% | Business Services |
NFLX Netflix | $10,775,496 | $3,214,064 ▲ | 42.5% | 17,742 | 0.3% | Consumer Discretionary |
COST Costco Wholesale | $10,635,766 | $4,203,168 ▲ | 65.3% | 14,517 | 0.3% | Retail/Wholesale |
APPF AppFolio | $10,576,511 | $1,258,374 ▲ | 13.5% | 42,865 | 0.3% | Computer and Technology |
ORCL Oracle | $10,444,885 | $723,516 ▼ | -6.5% | 83,153 | 0.3% | Computer and Technology |
BA Boeing | $10,235,928 | $2,879,639 ▲ | 39.1% | 53,038 | 0.3% | Aerospace |
GOOGL Alphabet | $10,111,108 | $1,473,681 ▲ | 17.1% | 66,992 | 0.3% | Computer and Technology |
IEMG iShares Core MSCI Emerging Markets ETF | $9,739,748 | $1,395,786 ▼ | -12.5% | 188,754 | 0.3% | ETF |
SCHD Schwab US Dividend Equity ETF | $9,567,925 | $8,955,457 ▲ | 1,462.2% | 118,664 | 0.3% | ETF |
XOM Exxon Mobil | $9,433,865 | $303,850 ▲ | 3.3% | 81,159 | 0.2% | Oils/Energy |
QQQ Invesco QQQ | $8,911,318 | $433,800 ▲ | 5.1% | 20,070 | 0.2% | Finance |
VSGX Vanguard ESG International Stock ETF | $8,899,846 | $1,484,677 ▲ | 20.0% | 154,861 | 0.2% | ETF |
SDY SPDR S&P Dividend ETF | $8,885,770 | $72,707 ▼ | -0.8% | 67,706 | 0.2% | ETF |
PG Procter & Gamble | $8,749,172 | $1,349,271 ▲ | 18.2% | 53,924 | 0.2% | Consumer Staples |
VNQ Vanguard Real Estate ETF | $8,738,145 | $279,245 ▼ | -3.1% | 101,042 | 0.2% | ETF |
J P MORGAN EXCHANGE TRADED F
| $8,683,456 | $534,839 ▼ | -5.8% | 172,325 | 0.2% | SUSTAINABLE MUNI |
INTC Intel | $8,650,685 | $720,589 ▲ | 9.1% | 195,850 | 0.2% | Computer and Technology |
SHW Sherwin-Williams | $8,512,512 | $1,224,360 ▼ | -12.6% | 24,508 | 0.2% | Construction |
SCHF Schwab International Equity ETF | $8,507,431 | $871,748 ▲ | 11.4% | 218,027 | 0.2% | ETF |
MANAGER DIRECTED PORTFOLIOS
| $8,103,232 | $32,571 ▼ | -0.4% | 826,464 | 0.2% | VERT GLB SUST RE |
IVV iShares Core S&P 500 ETF | $8,047,021 | $1,218,146 ▲ | 17.8% | 15,306 | 0.2% | ETF |
VYM Vanguard High Dividend Yield ETF | $7,690,872 | $206,406 ▲ | 2.8% | 63,567 | 0.2% | ETF |
IYR iShares U.S. Real Estate ETF | $7,660,164 | $217,377 ▼ | -2.8% | 85,208 | 0.2% | ETF |
ABBV AbbVie | $7,439,259 | $612,943 ▲ | 9.0% | 40,853 | 0.2% | Medical |
ADBE Adobe | $7,414,071 | $344,641 ▲ | 4.9% | 14,693 | 0.2% | Computer and Technology |
URI United Rentals | $7,371,585 | $7,371,585 ▲ | New Holding | 10,223 | 0.2% | Construction |
NULG Nuveen ESG Large-Cap Growth ETF | $7,363,077 | $359,889 ▼ | -4.7% | 96,527 | 0.2% | ETF |
NULV Nuveen ESG Large-Cap Value ETF | $7,308,752 | $86,192 ▲ | 1.2% | 188,079 | 0.2% | ETF |
CRM Salesforce | $6,951,719 | $3,559,887 ▲ | 105.0% | 23,082 | 0.2% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $6,909,501 | $1,243,076 ▲ | 21.9% | 14,374 | 0.2% | ETF |
INTU Intuit | $6,873,045 | $4,489,514 ▲ | 188.4% | 10,574 | 0.2% | Computer and Technology |
RC Ready Capital | $6,778,230 | $62,294 ▼ | -0.9% | 742,413 | 0.2% | Finance |
WFC Wells Fargo & Company | $6,764,959 | $4,127,611 ▲ | 156.5% | 116,718 | 0.2% | Finance |
LLY Eli Lilly and Company | $6,759,957 | $1,148,314 ▲ | 20.5% | 8,689 | 0.2% | Medical |
DFUS Dimensional U.S. Equity ETF | $6,718,102 | $28,490 ▲ | 0.4% | 117,903 | 0.2% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $6,625,394 | $48,760 ▼ | -0.7% | 185,067 | 0.2% | ETF |
NOW ServiceNow | $6,564,245 | $3,231,042 ▲ | 96.9% | 8,610 | 0.2% | Computer and Technology |
BLK BlackRock | $6,527,019 | $5,177,262 ▲ | 383.6% | 7,829 | 0.2% | Finance |
CMF iShares California Muni Bond ETF | $6,495,378 | $43,443 ▼ | -0.7% | 112,885 | 0.2% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $6,287,149 | $5,661,104 ▲ | 904.3% | 67,808 | 0.2% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $6,273,493 | $3,578,557 ▲ | 132.8% | 64,054 | 0.2% | Finance |
EFA iShares MSCI EAFE ETF | $5,893,196 | $975,092 ▲ | 19.8% | 73,794 | 0.2% | Finance |
VEEV Veeva Systems | $5,839,052 | $288,222 ▼ | -4.7% | 25,202 | 0.2% | Computer and Technology |
CVX Chevron | $5,734,977 | $1,024,052 ▲ | 21.7% | 36,357 | 0.2% | Oils/Energy |
SCHX Schwab US Large-Cap ETF | $5,726,014 | $1,606,126 ▲ | 39.0% | 92,265 | 0.2% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $5,665,092 | $2,165,477 ▲ | 61.9% | 177,311 | 0.1% | ETF |
NUDM NuShares ESG International Developed Markets Equity ETF | $5,573,701 | $227,712 ▲ | 4.3% | 179,392 | 0.1% | ETF |
MA Mastercard | $5,499,359 | $2,822,641 ▲ | 105.5% | 11,419 | 0.1% | Business Services |
EW Edwards Lifesciences | $5,465,951 | $4,491 ▼ | -0.1% | 57,199 | 0.1% | Medical |
MCD McDonald's | $5,134,189 | $67,948 ▲ | 1.3% | 18,210 | 0.1% | Retail/Wholesale |
