VOO Vanguard S&P 500 ETF | $109,210,698 | $626,352 ▼ | -0.6% | 227,191 | 14.5% | ETF |
IJR iShares Core S&P Small-Cap ETF | $63,934,442 | $125,993 ▼ | -0.2% | 578,488 | 8.5% | ETF |
VYM Vanguard High Dividend Yield ETF | $54,623,303 | $5,930,561 ▲ | 12.2% | 451,470 | 7.3% | ETF |
VUG Vanguard Growth ETF | $36,418,839 | $3,895,663 ▲ | 12.0% | 105,807 | 4.8% | ETF |
VIOO Vanguard S&P Small-Cap 600 ETF | $28,407,955 | $1,416,434 ▼ | -4.7% | 279,881 | 3.8% | ETF |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $27,536,575 | $19,635,492 ▲ | 248.5% | 977,167 | 3.7% | ETF |
VBK Vanguard Small-Cap Growth ETF | $25,213,497 | $968,055 ▲ | 4.0% | 96,707 | 3.3% | ETF |
VNQ Vanguard Real Estate ETF | $24,699,381 | $2,826,599 ▼ | -10.3% | 285,608 | 3.3% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $24,631,156 | $19,349,936 ▲ | 366.4% | 405,518 | 3.3% | ETF |
SPTL SPDR Portfolio Long Term Treasury ETF | $22,535,995 | $15,765,487 ▲ | 232.9% | 806,585 | 3.0% | ETF |
IEF iShares 7-10 Year Treasury Bond ETF | $20,912,558 | $8,189,883 ▼ | -28.1% | 220,923 | 2.8% | ETF |
TLT iShares 20+ Year Treasury Bond ETF | $19,858,433 | $9,296,494 ▼ | -31.9% | 209,876 | 2.6% | ETF |
VIOV Vanguard S&P Small-Cap 600 Value ETF | $19,416,002 | $149,165 ▲ | 0.8% | 219,588 | 2.6% | ETF |
SHV iShares Short Treasury Bond ETF | $15,304,772 | $190,902 ▼ | -1.2% | 138,455 | 2.0% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $14,375,764 | $7,108,899 ▼ | -33.1% | 124,132 | 1.9% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $13,600,420 | $8,177,876 ▲ | 150.8% | 135,045 | 1.8% | ETF |
ESGV Vanguard ESG US Stock ETF | $12,769,029 | $368,754 ▲ | 3.0% | 137,021 | 1.7% | ETF |
IVV iShares Core S&P 500 ETF | $12,695,893 | $2,102,926 ▲ | 19.9% | 24,149 | 1.7% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $12,147,745 | $555,933 ▲ | 4.8% | 242,132 | 1.6% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $11,506,983 | $77,687 ▼ | -0.7% | 111,979 | 1.5% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $10,138,544 | $8,023,635 ▲ | 379.4% | 164,774 | 1.3% | ETF |
SPTS SPDR Portfolio Short Term Treasury ETF | $9,534,110 | $6,033,808 ▲ | 172.4% | 329,672 | 1.3% | ETF |
VTI Vanguard Total Stock Market ETF | $7,478,262 | $169,712 ▲ | 2.3% | 28,774 | 1.0% | ETF |
AAPL Apple | $7,033,220 | $521,297 ▲ | 8.0% | 41,015 | 0.9% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $6,600,282 | $142,279 ▲ | 2.2% | 12,618 | 0.9% | Finance |
QQQM Invesco NASDAQ 100 ETF | $6,418,082 | $4,587,346 ▲ | 250.6% | 35,131 | 0.9% | ETF |
BSV Vanguard Short-Term Bond ETF | $6,200,056 | $3,777,367 ▼ | -37.9% | 80,867 | 0.8% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $5,686,886 | $869,805 ▲ | 18.1% | 58,065 | 0.8% | Finance |
RSP Invesco S&P 500 Equal Weight ETF | $5,643,917 | $4,207,998 ▲ | 293.1% | 33,323 | 0.7% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $5,479,145 | $2,027,099 ▼ | -27.0% | 240,630 | 0.7% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $5,470,825 | $272,411 ▼ | -4.7% | 74,789 | 0.7% | ETF |
IWV iShares Russell 3000 ETF | $5,419,186 | $2,520,991 ▲ | 87.0% | 18,059 | 0.7% | ETF |
VIG Vanguard Dividend Appreciation ETF | $5,055,337 | $148,643 ▲ | 3.0% | 27,684 | 0.7% | ETF |
BILS SPDR Bloomberg 3-12 Month T-Bill ETF | $4,836,783 | $4,530,371 ▲ | 1,478.5% | 48,650 | 0.6% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $4,662,398 | $407,131 ▼ | -8.0% | 111,621 | 0.6% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $3,916,037 | $3,184,960 ▲ | 435.7% | 90,986 | 0.5% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $3,861,815 | $370,382 ▲ | 10.6% | 47,222 | 0.5% | Manufacturing |
VB Vanguard Small-Cap ETF | $3,657,449 | $50,976 ▲ | 1.4% | 16,000 | 0.5% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $3,651,635 | $67,651 ▲ | 1.9% | 31,253 | 0.5% | ETF |
MSFT Microsoft | $3,085,762 | $546,551 ▲ | 21.5% | 7,334 | 0.4% | Computer and Technology |
VONG Vanguard Russell 1000 Growth ETF | $2,915,643 | $116,050 ▼ | -3.8% | 33,641 | 0.4% | ETF |
NULV Nuveen ESG Large-Cap Value ETF | $2,830,213 | $104,261 ▲ | 3.8% | 72,831 | 0.4% | ETF |
VGLT Vanguard Long-Term Treasury Index ETF | $2,811,293 | $511,597 ▼ | -15.4% | 47,456 | 0.4% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $2,691,687 | $57,280 ▲ | 2.2% | 52,490 | 0.4% | Manufacturing |
XLV Health Care Select Sector SPDR Fund | $2,532,541 | $46,535 ▲ | 1.9% | 17,143 | 0.3% | ETF |
NVDA NVIDIA | $2,345,067 | $4,518 ▼ | -0.2% | 2,595 | 0.3% | Computer and Technology |
QQQ Invesco QQQ | $1,998,595 | $7,993 ▼ | -0.4% | 4,501 | 0.3% | Finance |
AMZN Amazon.com | $1,980,031 | $198,057 ▲ | 11.1% | 10,977 | 0.3% | Retail/Wholesale |
BRK.B Berkshire Hathaway | $1,925,982 | $359,545 ▲ | 23.0% | 4,580 | 0.3% | Finance |
IEMG iShares Core MSCI Emerging Markets ETF | $1,885,670 | $165,842 ▼ | -8.1% | 36,544 | 0.3% | ETF |
SLYV SPDR S&P 600 Small CapValue ETF | $1,851,310 | $1,495,783 ▲ | 420.7% | 22,313 | 0.2% | ETF |
VGSH Vanguard Short-Term Treasury Index ETF | $1,701,857 | $173,687 ▼ | -9.3% | 29,307 | 0.2% | ETF |
VTV Vanguard Value ETF | $1,498,653 | $40,878 ▲ | 2.8% | 9,202 | 0.2% | ETF |
IEFA iShares Core MSCI EAFE ETF | $1,429,923 | $1,429,923 ▲ | New Holding | 19,266 | 0.2% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $1,427,143 | $566,219 ▼ | -28.4% | 18,460 | 0.2% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $1,393,666 | $3,082 ▲ | 0.2% | 12,210 | 0.2% | ETF |
GOOG Alphabet | $1,312,329 | $99,121 ▲ | 8.2% | 8,619 | 0.2% | Computer and Technology |
TLH iShares 10-20 Year Treasury Bond ETF | $1,227,696 | $259,319 ▼ | -17.4% | 11,689 | 0.2% | ETF |
VGT Vanguard Information Technology ETF | $1,205,783 | $524 ▼ | 0.0% | 2,300 | 0.2% | ETF |
VHT Vanguard Health Care ETF | $1,185,995 | $48,966 ▲ | 4.3% | 4,384 | 0.2% | ETF |
XLK Technology Select Sector SPDR Fund | $1,109,038 | $10,414 ▲ | 0.9% | 5,325 | 0.1% | ETF |
GOOGL Alphabet | $1,093,790 | $64,749 ▲ | 6.3% | 7,247 | 0.1% | Computer and Technology |
XOM Exxon Mobil | $1,003,792 | $285,121 ▲ | 39.7% | 8,636 | 0.1% | Oils/Energy |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $932,729 | $65,366 ▲ | 7.5% | 19,820 | 0.1% | ETF |
VDC Vanguard Consumer Staples ETF | $873,986 | $39,606 ▲ | 4.7% | 4,281 | 0.1% | ETF |
VBR Vanguard Small-Cap Value ETF | $852,615 | $6,141 ▲ | 0.7% | 4,443 | 0.1% | ETF |
IVW iShares S&P 500 Growth ETF | $808,557 | $35,716 ▲ | 4.6% | 9,576 | 0.1% | ETF |
DHR Danaher | $805,846 | $4,245 ▼ | -0.5% | 3,227 | 0.1% | Multi-Sector Conglomerates |
VGK Vanguard FTSE Europe ETF | $804,637 | $61,481 ▼ | -7.1% | 11,949 | 0.1% | ETF |
VSGX Vanguard ESG International Stock ETF | $758,604 | $13,850 ▼ | -1.8% | 13,200 | 0.1% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $749,110 | $2,131 ▲ | 0.3% | 5,977 | 0.1% | ETF |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $720,873 | $17,195 ▲ | 2.4% | 17,901 | 0.1% | ETF |
SCHB Schwab US Broad Market ETF | $716,937 | $106,109 ▲ | 17.4% | 11,743 | 0.1% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $716,737 | $91,344 ▲ | 14.6% | 7,925 | 0.1% | Manufacturing |
IUSG iShares Core S&P U.S. Growth ETF | $702,791 | $74,428 ▲ | 11.8% | 5,996 | 0.1% | Manufacturing |
SCHD Schwab US Dividend Equity ETF | $670,836 | $11,127 ▼ | -1.6% | 8,320 | 0.1% | ETF |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $654,882 | $144,209 ▼ | -18.0% | 11,185 | 0.1% | ETF |
VOE Vanguard Mid-Cap Value ETF | $631,025 | $624 ▼ | -0.1% | 4,047 | 0.1% | ETF |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $629,014 | | 0.0% | 25,695 | 0.1% | Manufacturing |
COST Costco Wholesale | $584,086 | $165,625 ▲ | 39.6% | 797 | 0.1% | Retail/Wholesale |
TSLA Tesla | $577,998 | $46,409 ▼ | -7.4% | 3,288 | 0.1% | Auto/Tires/Trucks |
KBWB Invesco KBW Bank ETF | $534,776 | $4,400 ▲ | 0.8% | 9,966 | 0.1% | Manufacturing |
IJT iShares S&P Small-Cap 600 Growth ETF | $506,993 | $39,221 ▲ | 8.4% | 3,878 | 0.1% | ETF |
HD Home Depot | $483,336 | $97,051 ▲ | 25.1% | 1,260 | 0.1% | Retail/Wholesale |
META Meta Platforms | $450,618 | $169,953 ▲ | 60.6% | 928 | 0.1% | Computer and Technology |
PPC Pilgrim's Pride | $436,516 | | 0.0% | 12,719 | 0.1% | Consumer Staples |
UNH UnitedHealth Group | $434,841 | $67,774 ▲ | 18.5% | 879 | 0.1% | Medical |
NVEE NV5 Global | $409,780 | | 0.0% | 4,181 | 0.1% | Business Services |
ABT Abbott Laboratories | $392,767 | $117,398 ▲ | 42.6% | 3,456 | 0.1% | Medical |
NUDV Nuveen ESG Dividend ETF | $386,085 | $10,739 ▼ | -2.7% | 14,129 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $382,172 | $13,220 ▼ | -3.3% | 1,908 | 0.1% | Finance |
BROS Dutch Bros | $379,500 | $379,500 ▲ | New Holding | 11,500 | 0.1% | Consumer Staples |
JNJ Johnson & Johnson | $368,926 | $86,378 ▲ | 30.6% | 2,332 | 0.0% | Medical |
ICLN iShares Global Clean Energy ETF | $364,835 | $6,710 ▲ | 1.9% | 26,097 | 0.0% | ETF |
XLI Industrial Select Sector SPDR Fund | $356,719 | $4,912 ▲ | 1.4% | 2,832 | 0.0% | ETF |
IWF iShares Russell 1000 Growth ETF | $343,117 | $53,254 ▲ | 18.4% | 1,018 | 0.0% | ETF |
TYL Tyler Technologies | $337,033 | | 0.0% | 793 | 0.0% | Computer and Technology |
IDEV iShares Core MSCI International Developed Markets ETF | $333,368 | $26,852 ▲ | 8.8% | 4,966 | 0.0% | ETF |
USRT iShares Core U.S. REIT ETF | $326,835 | $16,463 ▼ | -4.8% | 6,075 | 0.0% | ETF |
MRK Merck & Co., Inc. | $320,902 | $24,147 ▲ | 8.1% | 2,432 | 0.0% | Medical |
