IVV iShares Core S&P 500 ETF | $846,079,195 | $2,392,708 â–¼ | -0.3% | 1,295,264 | 21.6% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $363,965,581 | $1,157,194 â–² | 0.3% | 5,389,687 | 9.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $278,462,347 | $8,471,105 â–¼ | -3.0% | 2,240,064 | 7.1% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $257,797,963 | $1,240,262 â–¼ | -0.5% | 3,084,815 | 6.6% | ETF |
BND Vanguard Total Bond Market ETF | $202,390,523 | $15,041,704 â–² | 8.0% | 2,748,378 | 5.2% | ETF |
SCHP Schwab U.S. TIPS ETF | $162,886,509 | $4,387,403 â–² | 2.8% | 6,121,252 | 4.2% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $161,431,156 | $3,506,193 â–¼ | -2.1% | 2,314,425 | 4.1% | ETF |
SPY SPDR S&P 500 ETF Trust | $138,338,864 | $2,974,001 â–¼ | -2.1% | 212,718 | 3.5% | Finance |
IEFA iShares Core MSCI EAFE ETF | $134,402,129 | $3,357,306 â–¼ | -2.4% | 1,484,614 | 3.4% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $116,177,600 | $2,326,166 â–¼ | -2.0% | 1,051,667 | 3.0% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $104,926,105 | $3,087,709 â–² | 3.0% | 2,100,623 | 2.7% | Manufacturing |
AVLV Avantis U.S. Large Cap Value ETF | $104,125,922 | $2,709,785 â–¼ | -2.5% | 1,291,725 | 2.7% | ETF |
DUHP Dimensional US High Profitability ETF | $96,703,002 | $513,721 â–² | 0.5% | 2,630,658 | 2.5% | ETF |
EFV iShares MSCI EAFE Value ETF | $96,467,297 | $3,327,758 â–¼ | -3.3% | 1,297,475 | 2.5% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $84,561,039 | $3,770,780 â–² | 4.7% | 3,691,010 | 2.2% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $74,958,361 | $3,246,123 â–² | 4.5% | 1,596,557 | 1.9% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $52,555,288 | $2,816,253 â–¼ | -5.1% | 820,151 | 1.3% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $34,160,425 | $1,026,002 â–¼ | -2.9% | 241,553 | 0.9% | Manufacturing |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $30,974,926 | $241,316 â–² | 0.8% | 651,418 | 0.8% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $24,610,252 | $1,385,409 â–¼ | -5.3% | 455,324 | 0.6% | ETF |
NYF iShares New York Muni Bond ETF | $24,490,232 | $1,358,916 â–² | 5.9% | 461,036 | 0.6% | ETF |
MUB iShares National Muni Bond ETF | $22,859,651 | $2,199,962 â–² | 10.6% | 215,352 | 0.6% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $21,362,496 | $1,138,672 â–¼ | -5.1% | 377,563 | 0.5% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $18,514,771 | $123,220 â–¼ | -0.7% | 173,848 | 0.5% | ETF |
DFIS Dimensional International Small Cap ETF | $18,358,781 | $257,710 â–² | 1.4% | 545,256 | 0.5% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $18,256,768 | $3,238,467 â–² | 21.6% | 752,236 | 0.5% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $17,853,318 | $2,957,551 â–² | 19.9% | 339,675 | 0.5% | Manufacturing |
GBIL Goldman Sachs Access Treasury 0-1 Year ETF | $16,298,909 | $4,827,154 â–² | 42.1% | 162,680 | 0.4% | ETF |
DFEV Dimensional Emerging Markets Value ETF | $16,023,019 | $292,680 â–² | 1.9% | 447,821 | 0.4% | ETF |
VV Vanguard Large-Cap ETF | $14,427,172 | $42,138 â–¼ | -0.3% | 48,276 | 0.4% | ETF |
IVE iShares S&P 500 Value ETF | $13,952,592 | $874,373 â–¼ | -5.9% | 66,079 | 0.4% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $11,804,863 | $868,995 â–¼ | -6.9% | 123,456 | 0.3% | Manufacturing |
SCZ iShares MSCI EAFE Small-Cap ETF | $11,221,368 | $255,774 â–¼ | -2.2% | 143,111 | 0.3% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $10,925,210 | $146,871 â–² | 1.4% | 105,629 | 0.3% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $10,523,080 | $1,384,300 â–² | 15.1% | 137,485 | 0.3% | ETF |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $9,644,691 | $3,227,957 â–² | 50.3% | 227,953 | 0.2% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $9,396,620 | $466,365 â–¼ | -4.7% | 110,354 | 0.2% | ETF |
AAPL Apple | $9,195,582 | $1,465,385 â–² | 19.0% | 36,233 | 0.2% | Computer and Technology |
VOE Vanguard Mid-Cap Value ETF | $8,668,734 | $107,067 â–¼ | -1.2% | 47,041 | 0.2% | ETF |
IWF iShares Russell 1000 Growth ETF | $7,857,699 | | 0.0% | 18,428 | 0.2% | ETF |
MSFT Microsoft | $7,499,168 | $2,855,821 â–² | 61.5% | 20,259 | 0.2% | Computer and Technology |
MBB iShares MBS ETF | $7,169,864 | $79,758 â–² | 1.1% | 75,512 | 0.2% | ETF |
FLOT iShares Floating Rate Bond ETF | $7,056,575 | $2,650,572 â–² | 60.2% | 138,500 | 0.2% | ETF |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $6,690,504 | $279,204 â–¼ | -4.0% | 142,291 | 0.2% | ETF |
IWC iShares Micro-Cap ETF | $6,674,879 | $262,877 â–¼ | -3.8% | 41,820 | 0.2% | ETF |
VONE Vanguard Russell 1000 ETF | $6,587,078 | $774,690 â–² | 13.3% | 22,320 | 0.2% | ETF |
TIPX SPDR Bloomberg 1-10 Year TIPS ETF | $5,714,475 | $319,514 â–¼ | -5.3% | 297,784 | 0.1% | ETF |
ESGE iShares ESG Aware MSCI EM ETF | $5,518,557 | $415,914 â–¼ | -7.0% | 121,367 | 0.1% | Manufacturing |
SGOV iShares 0-3 Month Treasury Bond ETF | $5,441,680 | $1,053,004 â–¼ | -16.2% | 54,060 | 0.1% | ETF |
FNDF Schwab Fundamental International Equity ETF | $5,385,529 | $715,161 â–¼ | -11.7% | 110,066 | 0.1% | ETF |
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF | $5,198,373 | $131,954 â–¼ | -2.5% | 168,888 | 0.1% | ETF |
AMZN Amazon.com | $5,049,923 | $2,384,900 â–² | 89.5% | 24,247 | 0.1% | Retail/Wholesale |
EFA iShares MSCI EAFE ETF | $4,703,715 | $56,821 â–¼ | -1.2% | 48,427 | 0.1% | Finance |
BRK.B Berkshire Hathaway | $4,628,593 | $508,431 â–² | 12.3% | 9,659 | 0.1% | Finance |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $4,513,476 | $834,922 â–² | 22.7% | 93,408 | 0.1% | ETF |
VO Vanguard Mid-Cap ETF | $4,232,831 | | 0.0% | 14,739 | 0.1% | ETF |
NVDA NVIDIA | $4,047,511 | $2,799,842 â–² | 224.4% | 23,208 | 0.1% | Computer and Technology |
VCSH Vanguard Short-Term Corporate Bond ETF | $3,656,795 | $45,580 â–¼ | -1.2% | 46,131 | 0.1% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $3,617,250 | $44,123 â–¼ | -1.2% | 27,300 | 0.1% | ETF |
IWV iShares Russell 3000 ETF | $3,561,560 | | 0.0% | 9,608 | 0.1% | ETF |
GOOGL Alphabet | $3,214,921 | $1,446,139 â–² | 81.8% | 11,180 | 0.1% | Computer and Technology |
JPM JPMorgan Chase & Co. | $3,175,183 | $227,093 â–² | 7.7% | 10,794 | 0.1% | Finance |
BNL Broadstone Net Lease | $3,118,347 | $121,715 â–¼ | -3.8% | 170,681 | 0.1% | Finance |
VB Vanguard Small-Cap ETF | $3,117,172 | $168,942 â–¼ | -5.1% | 11,901 | 0.1% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $2,854,789 | $371,009 â–² | 14.9% | 48,207 | 0.1% | ETF |
VOO Vanguard S&P 500 ETF | $2,850,946 | $348,376 â–² | 13.9% | 4,771 | 0.1% | ETF |
BSV Vanguard Short-Term Bond ETF | $2,844,793 | $360,921 â–¼ | -11.3% | 36,281 | 0.1% | ETF |
VCLT Vanguard Long-Term Corporate Bond ETF | $2,791,539 | $724,784 â–² | 35.1% | 37,360 | 0.1% | Manufacturing |
IVW iShares S&P 500 Growth ETF | $2,504,934 | $39,588 â–¼ | -1.6% | 22,146 | 0.1% | ETF |
V Visa | $2,421,849 | $1,411,461 â–² | 139.7% | 8,013 | 0.1% | Business Services |
VTEB Vanguard Tax-Exempt Bond ETF | $2,271,492 | $214,078 â–¼ | -8.6% | 45,530 | 0.1% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $2,178,624 | | 0.0% | 21,652 | 0.1% | ETF |
IAU iShares Gold Trust | $2,152,955 | $221,282 â–¼ | -9.3% | 24,421 | 0.1% | Finance |
SPMB SPDR Portfolio Mortgage Backed Bond ETF | $2,151,007 | | 0.0% | 96,070 | 0.1% | ETF |
META Meta Platforms | $2,139,413 | $1,489,407 â–² | 229.1% | 3,739 | 0.1% | Computer and Technology |
GVI iShares Intermediate Government/Credit Bond ETF | $2,086,661 | $6,401 â–² | 0.3% | 19,560 | 0.1% | ETF |
XOM ExxonMobil | $2,062,726 | $10,519 â–² | 0.5% | 12,158 | 0.1% | Energy |
TSM Taiwan Semiconductor Manufacturing | $2,027,700 | $2,027,700 â–² | New Holding | 6,000 | 0.1% | Computer and Technology |
MA Mastercard | $2,015,129 | $2,015,129 â–² | New Holding | 4,033 | 0.1% | Business Services |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1,916,490 | $422,025 â–² | 28.2% | 23,160 | 0.0% | ETF |
SCHX Schwab US Large-Cap ETF | $1,886,440 | $5,333 â–¼ | -0.3% | 73,574 | 0.0% | ETF |
LAM RESEARCH CORP
| $1,754,362 | $1,754,362 â–² | New Holding | 8,211 | 0.0% | COM NEW |
IWP iShares Russell Mid-Cap Growth ETF | $1,667,482 | $49,326 â–¼ | -2.9% | 13,015 | 0.0% | ETF |
IWM iShares Russell 2000 ETF | $1,594,640 | $43,400 â–¼ | -2.6% | 6,430 | 0.0% | Finance |
IJT iShares S&P Small-Cap 600 Growth ETF | $1,480,383 | | 0.0% | 10,230 | 0.0% | ETF |
JNJ Johnson & Johnson | $1,452,462 | $134,686 â–² | 10.2% | 5,942 | 0.0% | Medical |
VBR Vanguard Small-Cap Value ETF | $1,443,197 | $22,377 â–¼ | -1.5% | 6,643 | 0.0% | ETF |
PAYX Paychex | $1,441,338 | $86,134 â–² | 6.4% | 15,646 | 0.0% | Computer and Technology |
UPS United Parcel Service | $1,433,790 | $1,433,790 â–² | New Holding | 14,574 | 0.0% | Transportation |
IJS iShares S&P Small-Cap 600 Value ETF | $1,427,515 | $10,068 â–¼ | -0.7% | 12,052 | 0.0% | ETF |
VYM Vanguard High Dividend Yield ETF | $1,415,836 | | 0.0% | 9,560 | 0.0% | Financial Services |
AGG iShares Core U.S. Aggregate Bond ETF | $1,354,738 | | 0.0% | 13,647 | 0.0% | Finance |
VGSH Vanguard Short-Term Treasury ETF | $1,351,162 | $30,441 â–² | 2.3% | 23,081 | 0.0% | ETF |
TIP iShares TIPS Bond ETF | $1,337,604 | $6,732 â–² | 0.5% | 12,120 | 0.0% | ETF |
SPYX SPDR S&P Fossil Fuel Reserves Free ETF | $1,315,690 | $35,000 â–¼ | -2.6% | 24,810 | 0.0% | ETF |
VGLT Vanguard Long-Term Treasury ETF | $1,257,223 | $420,698 â–² | 50.3% | 22,712 | 0.0% | ETF |
ACWV iShares MSCI Global Min Vol Factor ETF | $1,247,804 | | 0.0% | 10,441 | 0.0% | ETF |
IOO iShares Global 100 ETF | $1,223,612 | | 0.0% | 10,115 | 0.0% | ETF |
CATH Global X S&P 500 Catholic Values ETF | $1,190,381 | $48,062 â–¼ | -3.9% | 15,232 | 0.0% | Manufacturing |
LOW Lowe's Companies | $1,164,152 | | 0.0% | 4,927 | 0.0% | Retail/Wholesale |
