IVV iShares Core S&P 500 ETF | $1,021,671,846 | $579,499,557 ▲ | 131.1% | 1,863,210 | 17.3% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $522,396,844 | $209,191,101 ▲ | 66.8% | 8,840,764 | 8.8% | Manufacturing |
VOO Vanguard S&P 500 ETF | $320,706,877 | $222,223,436 ▲ | 225.6% | 638,695 | 5.4% | ETF |
VGSH Vanguard Short-Term Treasury Index ETF | $262,736,137 | $116,972,222 ▲ | 80.2% | 4,531,170 | 4.4% | ETF |
VTV Vanguard Value ETF | $242,832,033 | $44,848,461 ▲ | 22.7% | 1,516,488 | 4.1% | ETF |
iShares Core MSCI World UCITS ETF
| $241,030,875 | $41,063,925 ▼ | -14.6% | 30,035 | 4.1% | ETF |
VT Vanguard Total World Stock ETF | $219,611,693 | $179,154,680 ▲ | 442.8% | 1,948,359 | 3.7% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $180,313,751 | $96,700,439 ▲ | 115.7% | 3,373,131 | 3.0% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $168,686,899 | $77,333,253 ▲ | 84.7% | 1,675,488 | 2.8% | ETF |
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $152,393,632 | $41,413,418 ▲ | 37.3% | 1,660,913 | 2.6% | ETF |
TIP iShares TIPS Bond ETF | $141,569,903 | $85,663,565 ▲ | 153.2% | 1,323,840 | 2.4% | ETF |
HEFA iShares Currency Hedged MSCI EAFE ETF | $127,652,788 | $91,513,136 ▲ | 253.2% | 3,591,970 | 2.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $126,517,570 | $65,589,646 ▲ | 107.7% | 232,017 | 2.1% | Finance |
SRLN SPDR Blackstone Senior Loan ETF | $112,591,532 | $45,567,499 ▲ | 68.0% | 2,693,954 | 1.9% | ETF |
DBJP Xtrackers MSCI Japan Hedged Equity ETF | $102,098,387 | $51,923,549 ▲ | 103.5% | 1,358,559 | 1.7% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $99,383,752 | $59,014,197 ▲ | 146.2% | 835,298 | 1.7% | ETF |
IEF iShares 7-10 Year Treasury Bond ETF | $97,727,368 | $28,168,688 ▲ | 40.5% | 1,039,792 | 1.7% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $89,553,658 | $39,349,420 ▲ | 78.4% | 900,609 | 1.5% | ETF |
Vanguard Short-Term Tax-Exempt Fund
| $82,837,063 | $10,881,337 ▼ | -11.6% | 5,269,533 | 1.4% | COM |
BILS SPDR Bloomberg 3-12 Month T-Bill ETF | $78,810,756 | $41,110,681 ▲ | 109.0% | 793,190 | 1.3% | ETF |
HEWJ iShares Currency Hedged MSCI Japan ETF | $75,666,801 | $32,264,681 ▲ | 74.3% | 1,741,939 | 1.3% | ETF |
USHY iShares Broad USD High Yield Corporate Bond ETF | $63,455,652 | $29,099,044 ▲ | 84.7% | 1,747,565 | 1.1% | ETF |
SNPS Synopsys | $63,134,076 | $63,134,076 ▲ | New Holding | 116,008 | 1.1% | Computer and Technology |
ESGU iShares ESG Aware MSCI USA ETF | $61,167,673 | $692,704 ▲ | 1.1% | 510,920 | 1.0% | Manufacturing |
Telefonaktiebolaget LM Ericsson
| $57,420,808 | $5,273,137 ▼ | -8.4% | 877,994 | 1.0% | CS |
Vanguard Inflation-Protected Securities Fund
| $54,125,071 | $192,539 ▲ | 0.4% | 5,709,396 | 0.9% | ALLWRLD EX US |
REET iShares Global REIT ETF | $53,919,640 | $15,496,176 ▲ | 40.3% | 2,332,572 | 0.9% | ETF |
EWJ iShares MSCI Japan ETF | $44,979,414 | $30,668,439 ▲ | 214.3% | 662,815 | 0.8% | ETF |
Vanguard Institutional Index Fund
| $38,951,360 | $654,515 ▼ | -1.7% | 86,054 | 0.7% | MFD |
SHY iShares 1-3 Year Treasury Bond ETF | $34,963,918 | $16,396,136 ▲ | 88.3% | 428,249 | 0.6% | Manufacturing |
DXJ WisdomTree Japan Hedged Equity Fund | $33,546,092 | $16,241,806 ▲ | 93.9% | 298,905 | 0.6% | Finance |
SPYX SPDR S&P Fossil Fuel Reserves Free ETF | $32,900,259 | $21,861,984 ▲ | 198.1% | 736,154 | 0.6% | ETF |
ESGV Vanguard ESG US Stock ETF | $31,140,897 | $10,472,048 ▲ | 50.7% | 320,974 | 0.5% | ETF |
ACWI iShares MSCI ACWI ETF | $29,064,542 | $4,105,513 ▼ | -12.4% | 258,412 | 0.5% | Manufacturing |
SUB iShares Short-Term National Muni Bond ETF | $28,972,063 | $14,273,499 ▲ | 97.1% | 277,067 | 0.5% | ETF |
VTWO Vanguard Russell 2000 ETF | $25,340,248 | $12,670,124 ▲ | 100.0% | 309,726 | 0.4% | ETF |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $25,338,550 | $17,285,939 ▲ | 214.7% | 434,593 | 0.4% | ETF |
URTH iShares MSCI World ETF | $21,792,198 | $6,415,542 ▼ | -22.7% | 147,563 | 0.4% | ETF |
VNQ Vanguard Real Estate ETF | $21,242,113 | $14,463,617 ▲ | 213.4% | 253,113 | 0.4% | ETF |
Vanguard 500 Index Fund
| $20,074,653 | $1,339,968 ▼ | -6.3% | 39,551 | 0.3% | Equities |
Artisan International Value Fund
| $18,040,404 | | 0.0% | 369,075 | 0.3% | COM |
XCEM Columbia EM Core ex-China ETF | $17,428,241 | $12,618,873 ▲ | 262.4% | 546,304 | 0.3% | ETF |
IEFA iShares Core MSCI EAFE ETF | $17,020,571 | $4,742,798 ▲ | 38.6% | 234,469 | 0.3% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $15,872,223 | $863,954 ▼ | -5.2% | 201,757 | 0.3% | Manufacturing |
IYW iShares U.S. Technology ETF | $14,496,609 | $1,081,706 ▲ | 8.1% | 95,969 | 0.2% | Manufacturing |
VSGX Vanguard ESG International Stock ETF | $14,019,075 | $5,670,408 ▲ | 67.9% | 244,661 | 0.2% | ETF |
MCHI iShares MSCI China ETF | $13,845,329 | $10,892,153 ▲ | 368.8% | 328,555 | 0.2% | ETF |
KKR KKR & Co. Inc. | $13,083,337 | $5,658,478 ▲ | 76.2% | 123,939 | 0.2% | Finance |
XLE Energy Select Sector SPDR Fund | $12,858,138 | $12,858,138 ▲ | New Holding | 141,066 | 0.2% | ETF |
GOOGL Alphabet | $12,803,059 | $5,429,578 ▲ | 73.6% | 69,630 | 0.2% | Computer and Technology |
EPP iShares MSCI Pacific ex Japan ETF | $12,758,230 | $6,929,365 ▲ | 118.9% | 296,703 | 0.2% | Finance |
TDG TransDigm Group | $12,496,986 | $5,448,984 ▲ | 77.3% | 9,738 | 0.2% | Aerospace |
iShares MSCI ACWI UCITS ETF
| $12,248,283 | $5,503,693 ▲ | 81.6% | 145,432 | 0.2% | ETF |
HAWX iShares Currency Hedged MSCI ACWI ex U.S. ETF | $12,062,601 | $12,062,601 ▲ | New Holding | 373,570 | 0.2% | ETF |
iShares Gold Trust
| $11,733,077 | $9,883,952 ▲ | 534.5% | 267,057 | 0.2% | ISHARES |
Vanguard Value Index Fund
| $11,715,425 | $8,444,710 ▼ | -41.9% | 187,807 | 0.2% | Equities |
Vanguard Intermediate-Term Tax-Exempt Fund
| $11,591,379 | $662,257 ▼ | -5.4% | 855,452 | 0.2% | COM |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $11,507,650 | $340,868 ▲ | 3.1% | 233,618 | 0.2% | Manufacturing |
TMO Thermo Fisher Scientific | $11,306,052 | $4,846,791 ▲ | 75.0% | 20,488 | 0.2% | Medical |
Principal Global Real Estate Securities Fund
| $10,998,831 | | 0.0% | 1,228,920 | 0.2% | COM |
IWV iShares Russell 3000 ETF | $10,874,745 | $9,065,376 ▲ | 501.0% | 35,208 | 0.2% | ETF |
VMC Vulcan Materials | $10,774,973 | $4,601,571 ▲ | 74.5% | 43,413 | 0.2% | Construction |
QUAL iShares MSCI USA Quality Factor ETF | $10,693,324 | $5,068,917 ▲ | 90.1% | 62,467 | 0.2% | ETF |
Frank's International NV
| $10,656,070 | $4,554,409 ▲ | 74.6% | 71,488 | 0.2% | Common Stock |
USB U.S. Bancorp | $10,611,846 | $10,611,846 ▲ | New Holding | 267,371 | 0.2% | Finance |
FOXA FOX | $10,503,709 | $4,601,558 ▲ | 78.0% | 306,940 | 0.2% | Consumer Discretionary |
CBRE CBRE Group | $10,071,010 | $4,335,161 ▲ | 75.6% | 113,423 | 0.2% | Finance |
ESGE iShares ESG Aware MSCI EM ETF | $10,041,790 | | 0.0% | 300,203 | 0.2% | Manufacturing |
NYT New York Times | $9,795,519 | $4,238,035 ▲ | 76.3% | 193,045 | 0.2% | Consumer Staples |
LOW Lowe's Companies | $9,733,342 | $4,129,737 ▲ | 73.7% | 44,220 | 0.2% | Retail/Wholesale |
V Visa | $9,723,796 | $4,202,081 ▲ | 76.1% | 36,747 | 0.2% | Business Services |
CRM Salesforce | $9,197,409 | $3,933,882 ▲ | 74.7% | 36,087 | 0.2% | Computer and Technology |
CSX CSX | $9,009,761 | $3,821,471 ▲ | 73.7% | 271,146 | 0.2% | Industrials |
MSFT Microsoft | $8,974,688 | $8,974,688 ▲ | New Holding | 20,080 | 0.2% | Computer and Technology |
Vanguard Short-Term Treasury Fund
| $8,779,043 | $4,753,452 ▲ | 118.1% | 899,492 | 0.1% | COM |
UNP Union Pacific | $8,778,485 | $3,710,957 ▲ | 73.2% | 39,053 | 0.1% | Transportation |
QQQ Invesco QQQ | $8,570,848 | $4,739,491 ▲ | 123.7% | 17,847 | 0.1% | Finance |
iShares USD Treasury Bond 1-3yr UCITS ETF
| $8,400,732 | $2,689,561 ▲ | 47.1% | 1,537,188 | 0.1% | ETF |
AON AON | $8,168,255 | $3,463,197 ▲ | 73.6% | 27,862 | 0.1% | Finance |
Vanguard High-Yield Corporate Fund
| $8,063,935 | $8,063,935 ▲ | New Holding | 1,501,664 | 0.1% | COM |
LW Lamb Weston | $7,508,183 | $3,191,639 ▲ | 73.9% | 89,652 | 0.1% | Consumer Staples |
BMY Bristol-Myers Squibb | $7,501,812 | $3,172,914 ▲ | 73.3% | 180,682 | 0.1% | Medical |
IWM iShares Russell 2000 ETF | $7,334,340 | $3,677,598 ▲ | 100.6% | 36,223 | 0.1% | Finance |
DBEU Xtrackers MSCI Europe Hedged Equity ETF | $7,173,376 | $4,292,504 ▲ | 149.0% | 172,582 | 0.1% | ETF |
NOW ServiceNow | $6,411,170 | $3,355,963 ▲ | 109.8% | 8,207 | 0.1% | Computer and Technology |
XOM Exxon Mobil | $6,205,404 | | 0.0% | 54,007 | 0.1% | Oils/Energy |
VLUE iShares MSCI USA Value Factor ETF | $5,938,180 | | 0.0% | 57,877 | 0.1% | ETF |
ABB Ltd
| $5,856,643 | $5,856,643 ▲ | New Holding | 105,436 | 0.1% | Common Stock |
SL Green Realty Corp
| $5,755,020 | $5,755,020 ▲ | New Holding | 101,607 | 0.1% | COM |
NWSA News | $5,617,277 | $5,617,277 ▲ | New Holding | 203,746 | 0.1% | Consumer Discretionary |
BN Brookfield | $5,529,545 | $2,447,474 ▲ | 79.4% | 133,081 | 0.1% | Finance |
EWU iShares MSCI United Kingdom ETF | $5,433,427 | $471,601 ▲ | 9.5% | 155,629 | 0.1% | ETF |
KWEB KraneShares CSI China Internet ETF | $5,429,964 | $2,365,795 ▲ | 77.2% | 199,829 | 0.1% | Manufacturing |
HUBS HubSpot | $5,354,771 | $2,269,459 ▲ | 73.6% | 9,110 | 0.1% | Computer and Technology |
VNO Vornado Realty Trust | $5,351,542 | $5,351,542 ▲ | New Holding | 203,558 | 0.1% | Finance |
GLD SPDR Gold Shares | $5,293,300 | $1,234,100 ▲ | 30.4% | 24,620 | 0.1% | Finance |
VTI Vanguard Total Stock Market ETF | $5,268,372 | $31,798,696 ▼ | -85.8% | 19,568 | 0.1% | ETF |
Vanguard Inflation-Protected Securities Fund
| $5,228,033 | $1,384,947 ▼ | -20.9% | 224,765 | 0.1% | Mutual Fund |
ESLOF EssilorLuxottica Société anonyme | $5,056,730 | $399,707 ▼ | -7.3% | 24,910 | 0.1% | Medical |
IVE iShares S&P 500 Value ETF | $4,917,317 | $2,470,120 ▲ | 100.9% | 27,030 | 0.1% | ETF |