DFSI Dimensional International Sustainability Core 1 ETF | $8,119,642 | $195,907 ▲ | 2.5% | 206,030 | 6.4% | ETF |
USXF iShares ESG Advanced MSCI USA ETF | $6,317,165 | $3,790,482 ▼ | -37.5% | 117,136 | 5.0% | Manufacturing |
MORGAN STANLEY ETF TRUST
| $6,205,378 | $6,205,378 ▲ | New Holding | 121,997 | 4.9% | EATON VANCE TOTA |
RAFE Pimco Rafi Esg U.S. Etf | $5,751,759 | $1,543,836 ▲ | 36.7% | 150,806 | 4.5% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $4,596,704 | $1,093,635 ▲ | 31.2% | 33,974 | 3.6% | Manufacturing |
DMXF iShares ESG Advanced MSCI EAFE ETF | $4,530,865 | $326,792 ▼ | -6.7% | 60,866 | 3.6% | Manufacturing |
SPHQ Invesco S&P 500 Quality ETF | $4,402,585 | $4,402,585 ▲ | New Holding | 61,782 | 3.5% | ETF |
DFGR Dimensional Global Real Estate ETF | $3,893,382 | $1,386,092 ▲ | 55.3% | 145,113 | 3.1% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $3,663,424 | $67,271 ▲ | 1.9% | 41,061 | 2.9% | Manufacturing |
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | $3,416,494 | $101,011 ▲ | 3.0% | 89,766 | 2.7% | ETF |
VSGX Vanguard ESG International Stock ETF | $3,105,570 | $123,599 ▼ | -3.8% | 47,413 | 2.4% | ETF |
HYXF iShares ESG Advanced High Yield Corporate Bond ETF | $2,944,083 | $46,502 ▲ | 1.6% | 61,981 | 2.3% | ETF |
EUSB iShares ESG Advanced Total USD Bond Market ETF | $2,926,821 | $6,268,107 ▼ | -68.2% | 67,206 | 2.3% | ETF |
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund | $2,698,217 | $942,099 ▲ | 53.6% | 51,424 | 2.1% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $2,492,834 | $5,514,071 ▼ | -68.9% | 52,437 | 2.0% | ETF |
MANAGER DIRECTED PORTFOLIOS
| $2,416,574 | $930,250 ▼ | -27.8% | 231,030 | 1.9% | VERT GLB SUST RE |
VANGUARD MUN BD FDS
| $2,382,123 | $2,382,123 ▲ | New Holding | 32,379 | 1.9% | CORE TAX EXEMPT |
NULV Nuveen ESG Large-Cap Value ETF | $2,377,712 | $418,563 ▲ | 21.4% | 56,727 | 1.9% | ETF |
VV Vanguard Large-Cap ETF | $2,291,815 | $509,546 ▲ | 28.6% | 8,033 | 1.8% | ETF |
DFIP Dimensional Inflation-Protected Securities ETF | $2,161,870 | $2,161,870 ▲ | New Holding | 51,707 | 1.7% | ETF |
BNDX Vanguard Total International Bond ETF | $2,115,056 | $603,573 ▼ | -22.2% | 42,720 | 1.7% | ETF |
JCPI JPMorgan Inflation Managed Bond ETF | $2,106,885 | $2,106,885 ▲ | New Holding | 43,666 | 1.7% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $2,089,006 | $20,510 ▼ | -1.0% | 41,556 | 1.6% | Manufacturing |
VWOB Vanguard Emerging Markets Government Bond ETF | $1,981,295 | $2,371,895 ▼ | -54.5% | 30,318 | 1.6% | ETF |
EMXF iShares ESG Advanced MSCI EM ETF | $1,975,245 | $477,797 ▼ | -19.5% | 46,070 | 1.5% | ETF |
VGLT Vanguard Long-Term Treasury ETF | $1,704,982 | $19,193 ▼ | -1.1% | 30,381 | 1.3% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $1,605,039 | $48,572 ▲ | 3.1% | 28,154 | 1.3% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $1,550,135 | $5,217 ▲ | 0.3% | 63,582 | 1.2% | ETF |
MGK Vanguard Mega Cap Growth ETF | $1,537,182 | $518,497 ▼ | -25.2% | 4,198 | 1.2% | ETF |
VO Vanguard Mid-Cap ETF | $1,398,590 | $1,398,590 ▲ | New Holding | 4,998 | 1.1% | ETF |
BND Vanguard Total Bond Market ETF | $1,302,064 | $1,891,689 ▼ | -59.2% | 17,684 | 1.0% | ETF |
XJH iShares ESG Select Screened S&P Mid-Cap ETF | $1,284,882 | $268,173 ▼ | -17.3% | 30,961 | 1.0% | ETF |
ESGV Vanguard ESG U.S. Stock ETF | $1,265,655 | $329 ▼ | 0.0% | 11,544 | 1.0% | ETF |
JPIB JPMorgan International Bond Opportunities ETF | $1,152,002 | $1,152,002 ▲ | New Holding | 23,694 | 0.9% | ETF |
TD Toronto Dominion Bank | $1,109,830 | $9,328 ▲ | 0.8% | 15,110 | 0.9% | Finance |
ESGE iShares ESG Aware MSCI EM ETF | $963,588 | $149,787 ▼ | -13.5% | 24,600 | 0.8% | Manufacturing |
DFSU Dimensional US Sustainability Core 1 ETF | $914,407 | $86,350 ▲ | 10.4% | 23,297 | 0.7% | ETF |
DFAI Dimensional International Core Equity Market ETF | $895,086 | $216,304 ▲ | 31.9% | 25,892 | 0.7% | ETF |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $734,616 | $1,296,221 ▼ | -63.8% | 17,774 | 0.6% | ETF |
CGW Invesco S&P Global Water Index ETF | $669,911 | $11,250 ▲ | 1.7% | 10,719 | 0.5% | ETF |
VTV Vanguard Value ETF | $636,735 | $116,814 ▲ | 22.5% | 3,603 | 0.5% | ETF |
ICLN iShares Global Clean Energy ETF | $624,554 | $52,387 ▲ | 9.2% | 47,640 | 0.5% | ETF |
VUG Vanguard Growth ETF | $609,771 | $220,061 ▼ | -26.5% | 1,391 | 0.5% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $586,203 | $6,373,168 ▼ | -91.6% | 11,956 | 0.5% | ETF |
BUD Anheuser-Busch InBev SA/NV | $584,257 | $7,697 ▼ | -1.3% | 8,502 | 0.5% | Consumer Staples |
C Citigroup | $575,922 | $8,767 ▼ | -1.5% | 6,766 | 0.5% | Financial Services |
GILD Gilead Sciences | $564,379 | $25,946 ▼ | -4.4% | 5,090 | 0.4% | Medical |
MSFT Microsoft | $550,145 | $19,399 ▲ | 3.7% | 1,106 | 0.4% | Computer and Technology |
IDEV iShares Core MSCI International Developed Markets ETF | $549,693 | $11,026 ▼ | -2.0% | 7,229 | 0.4% | ETF |
VB Vanguard Small-Cap ETF | $545,765 | $413,530 ▼ | -43.1% | 2,303 | 0.4% | ETF |
PAGS PagSeguro Digital | $539,753 | $28,023 ▼ | -4.9% | 55,991 | 0.4% | Business Services |
DFAE Dimensional Emerging Core Equity Market ETF | $539,194 | $111,226 ▲ | 26.0% | 18,625 | 0.4% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $538,061 | $50,592 ▼ | -8.6% | 5,424 | 0.4% | Finance |
MELI MercadoLibre | $535,794 | $15,682 ▼ | -2.8% | 205 | 0.4% | Retail/Wholesale |
GM General Motors | $522,773 | $39,861 ▲ | 8.3% | 10,623 | 0.4% | Auto/Tires/Trucks |
JSMD Small/Mid Cap Growth Alpha ETF | $486,400 | $486,400 ▲ | New Holding | 6,264 | 0.4% | Manufacturing |
VWO Vanguard FTSE Emerging Markets ETF | $478,328 | $65,040 ▼ | -12.0% | 9,671 | 0.4% | ETF |
AAPL Apple | $470,434 | $28,928 ▲ | 6.6% | 2,293 | 0.4% | Computer and Technology |
CMCSA Comcast | $463,756 | $67,704 ▲ | 17.1% | 12,994 | 0.4% | Consumer Discretionary |
FLTR VanEck IG Floating Rate ETF | $455,558 | $204 ▼ | 0.0% | 17,865 | 0.4% | ETF |
BROOKFIELD RENEWABLE CORP
| $452,790 | $8,687 ▼ | -1.9% | 13,813 | 0.4% | CL A EX SUB VTG |
SCHX Schwab US Large-Cap ETF | $443,219 | $342 ▼ | -0.1% | 18,135 | 0.3% | ETF |
PFXF VanEck Preferred Securities ex Financials ETF | $435,053 | $36,945 ▲ | 9.3% | 25,412 | 0.3% | ETF |
FPEI First Trust Institutional Preferred Securities and Income ETF | $432,117 | $70,985 ▲ | 19.7% | 22,755 | 0.3% | ETF |
CRM Salesforce | $421,038 | $34,905 ▼ | -7.7% | 1,544 | 0.3% | Computer and Technology |
VNQ Vanguard Real Estate ETF | $414,270 | $63,761 ▼ | -13.3% | 4,652 | 0.3% | ETF |
CRTO Criteo | $403,534 | $65,267 ▲ | 19.3% | 16,842 | 0.3% | Computer and Technology |
GOOGL Alphabet | $399,561 | $27,848 ▼ | -6.5% | 2,267 | 0.3% | Computer and Technology |
NUSC Nuveen ESG Small-Cap ETF | $389,963 | $165,445 ▼ | -29.8% | 9,572 | 0.3% | ETF |
MDT Medtronic | $383,025 | $4,184 ▼ | -1.1% | 4,394 | 0.3% | Medical |
VNQI Vanguard Global ex-U.S. Real Estate ETF | $375,171 | $136,564 ▼ | -26.7% | 8,129 | 0.3% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $373,891 | $26,691 ▼ | -6.7% | 3,516 | 0.3% | ETF |
GPN Global Payments | $362,101 | $15,208 ▼ | -4.0% | 4,524 | 0.3% | Business Services |
SPY SPDR S&P 500 ETF Trust | $360,837 | $164,354 ▼ | -31.3% | 584 | 0.3% | Finance |
BRK.B Berkshire Hathaway | $356,069 | $7,772 ▲ | 2.2% | 733 | 0.3% | Finance |
SCPH scPharmaceuticals | $346,588 | $75,316 ▲ | 27.8% | 90,968 | 0.3% | Medical |
VEEV Veeva Systems | $327,433 | $95,897 ▼ | -22.7% | 1,137 | 0.3% | Medical |
SUSA iShares MSCI USA ESG Select ETF | $320,424 | $20,534 ▼ | -6.0% | 2,528 | 0.3% | ETF |
FSMD Fidelity Small-Mid Multifactor ETF | $316,665 | $316,665 ▲ | New Holding | 7,636 | 0.2% | ETF |
HSII Heidrick & Struggles International | $308,802 | $65,394 ▼ | -17.5% | 6,748 | 0.2% | Business Services |
HYDB iShares High Yield Systematic Bond ETF | $303,128 | $20,082 ▲ | 7.1% | 6,385 | 0.2% | ETF |
FALN iShares Fallen Angels USD Bond ETF | $302,692 | $18,374 ▲ | 6.5% | 11,153 | 0.2% | Manufacturing |
IEFA iShares Core MSCI EAFE ETF | $293,242 | $12,521 ▼ | -4.1% | 3,513 | 0.2% | ETF |
XJR iShares ESG Select Screened S&P Small-Cap ETF | $285,766 | $757,547 ▼ | -72.6% | 7,225 | 0.2% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $272,478 | $18,790 ▼ | -6.5% | 4,539 | 0.2% | ETF |
BLACKROCK INC
| $259,165 | $11,542 ▼ | -4.3% | 247 | 0.2% | COM |
NVDA NVIDIA | $257,840 | $257,840 ▲ | New Holding | 1,632 | 0.2% | Computer and Technology |
T AT&T | $249,851 | $4,197 ▲ | 1.7% | 8,633 | 0.2% | Computer and Technology |
SNV Synovus Financial | $225,475 | | 0.0% | 4,357 | 0.2% | Finance |
HBI Hanesbrands | $223,321 | $6,916 ▼ | -3.0% | 48,760 | 0.2% | Consumer Discretionary |
QQQ Invesco QQQ | $220,308 | $73,436 ▼ | -25.0% | 399 | 0.2% | Finance |
WDS Woodside Energy Group | $218,813 | $32,742 ▲ | 17.6% | 14,181 | 0.2% | Energy |
LLY Eli Lilly and Company | $215,150 | $780 ▼ | -0.4% | 276 | 0.2% | Medical |
AMGN Amgen | $205,499 | $23,733 ▼ | -10.4% | 736 | 0.2% | Medical |
JNJ Johnson & Johnson | $203,616 | $1,375 ▼ | -0.7% | 1,333 | 0.2% | Medical |
LIND Lindblad Expeditions | $176,906 | $96,803 ▼ | -35.4% | 15,159 | 0.1% | Consumer Discretionary |
TLT iShares 20+ Year Treasury Bond ETF | $0 | $213,738 ▼ | -100.0% | 0 | 0.0% | ETF |
PGX Invesco Preferred ETF | $0 | $124,508 ▼ | -100.0% | 0 | 0.0% | ETF |
WBD Warner Bros. Discovery | $0 | $117,075 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
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