VO Vanguard Mid-Cap ETF | $55,336,202 | $1,492,144 ▲ | 2.8% | 688,261 | 15.5% | ETF |
VOO Vanguard S&P 500 ETF | $43,153,730 | $656,002 ▲ | 1.5% | 61,507 | 12.1% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $32,207,026 | $2,472,920 ▲ | 8.3% | 305,918 | 9.0% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $29,783,272 | $1,078,653 ▲ | 3.8% | 356,686 | 8.3% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $29,660,871 | $458,634 ▲ | 1.6% | 426,837 | 8.3% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $24,101,954 | $1,235,143 ▲ | 5.4% | 417,784 | 6.7% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $23,929,713 | $1,087,929 ▲ | 4.8% | 308,731 | 6.7% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $19,769,374 | $418,512 ▲ | 2.2% | 340,675 | 5.5% | ETF |
VB Vanguard Small-Cap ETF | $14,064,094 | $236,837 ▲ | 1.7% | 49,466 | 3.9% | ETF |
VNQ Vanguard Real Estate ETF | $10,734,764 | $622,869 ▲ | 6.2% | 116,987 | 3.0% | ETF |
BNDX Vanguard Total International Bond ETF | $8,522,280 | $441,844 ▲ | 5.5% | 180,825 | 2.4% | ETF |
SUSA iShares MSCI USA ESG Select ETF | $6,531,847 | $430,921 ▲ | 7.1% | 41,957 | 1.8% | ETF |
IVV iShares Core S&P 500 ETF | $6,243,057 | | 0.0% | 8,143 | 1.7% | ETF |
VTI Vanguard Total Stock Market ETF | $5,906,717 | $875,720 ▲ | 17.4% | 15,790 | 1.7% | ETF |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $4,592,094 | $723,021 ▲ | 18.7% | 187,432 | 1.3% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $3,955,332 | $488,399 ▼ | -11.0% | 82,403 | 1.1% | ETF |
VSGX Vanguard ESG International Stock ETF | $3,722,959 | $288,389 ▲ | 8.4% | 47,210 | 1.0% | ETF |
IWB iShares Russell 1000 ETF | $3,457,524 | | 0.0% | 8,296 | 1.0% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $3,444,258 | $16,884 ▼ | -0.5% | 22,643 | 1.0% | ETF |
AMZN Amazon.com | $3,148,658 | $37,999 ▼ | -1.2% | 12,595 | 0.9% | Consumer Discretionary |
ESGE iShares ESG Aware MSCI EM ETF | $2,550,409 | $214,565 ▲ | 9.2% | 50,018 | 0.7% | ETF |
VNQI Vanguard Global ex-U.S. Real Estate ETF | $2,363,824 | $142,251 ▲ | 6.4% | 55,751 | 0.7% | ETF |
NVDA NVIDIA | $1,853,983 | $21,628 ▼ | -1.2% | 8,658 | 0.5% | Technology |
MRVL Marvell Technology | $1,587,292 | $1,587,292 ▲ | New Holding | 6,967 | 0.4% | Technology |
MSFT Microsoft | $1,513,084 | $23,807 ▼ | -1.5% | 2,860 | 0.4% | Technology |
SPY SPDR S&P 500 ETF Trust | $1,478,185 | $8,394 ▲ | 0.6% | 1,937 | 0.4% | ETF |
IEFA iShares Core MSCI EAFE ETF | $1,399,092 | $28,283 ▲ | 2.1% | 14,494 | 0.4% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $1,332,278 | | 0.0% | 2,019 | 0.4% | ETF |
EEM iShares MSCI Emerging Markets ETF | $1,234,481 | $19,672 ▼ | -1.6% | 19,642 | 0.3% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $1,076,170 | $73,112 ▼ | -6.4% | 21,829 | 0.3% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $1,002,029 | $13,210 ▼ | -1.3% | 19,495 | 0.3% | ETF |
COST Costco Wholesale | $951,402 | $1,978 ▲ | 0.2% | 962 | 0.3% | Consumer Staples |
IWR iShares Russell Mid-Cap ETF | $593,604 | $55,010 ▼ | -8.5% | 5,471 | 0.2% | ETF |
AAPL Apple | $511,403 | $343 ▲ | 0.1% | 1,489 | 0.1% | Technology |
TRV Travelers Companies | $426,936 | $426,936 ▲ | New Holding | 1,096 | 0.1% | Finance |
NFLX Netflix | $417,820 | | 0.0% | 5,924 | 0.1% | Communication Services |
GOOG Alphabet | $384,115 | | 0.0% | 1,140 | 0.1% | Communication Services |
BRK.B Berkshire Hathaway | $359,114 | | 0.0% | 675 | 0.1% | Finance |
BND Vanguard Total Bond Market ETF | $327,174 | $326,537 ▲ | 51,233.3% | 4,620 | 0.1% | ETF |
VXUS Vanguard Total International Stock ETF | $284,329 | $284,329 ▲ | New Holding | 3,408 | 0.1% | ETF |
IJR iShares Core S&P Small-Cap ETF | $234,852 | $162,412 ▲ | 224.2% | 1,728 | 0.1% | ETF |
IYR iShares U.S. Real Estate ETF | $226,334 | $6,233 ▼ | -2.7% | 2,324 | 0.1% | ETF |
NTES NetEase | $222,640 | $4,034 ▼ | -1.8% | 1,766 | 0.1% | Communication Services |
CAT Caterpillar | $217,766 | | 0.0% | 298 | 0.1% | Industrials |
AMD Advanced Micro Devices | $211,500 | | 0.0% | 400 | 0.1% | Technology |
PALANTIR TECHNOLOGIES INC CL A
| $137,672 | | 0.0% | 740 | 0.0% | Stock |
INTC Intel | $134,146 | $13,028 ▲ | 10.8% | 1,493 | 0.0% | Technology |
RWX SPDR Dow Jones International Real Estate ETF | $118,387 | $1,174 ▼ | -1.0% | 4,640 | 0.0% | ETF |
EQR Equity Residential | $117,619 | $63,098 ▲ | 115.7% | 1,920 | 0.0% | Real Estate |
ADP Automatic Data Processing | $115,490 | | 0.0% | 400 | 0.0% | Industrials |
VEU Vanguard FTSE All-World ex-US ETF | $101,110 | | 0.0% | 1,240 | 0.0% | ETF |
IWD iShares Russell 1000 Value ETF | $80,312 | $14,835 ▲ | 22.7% | 314 | 0.0% | ETF |
VUG Vanguard Growth ETF | $78,961 | $10,903 ▲ | 16.0% | 898 | 0.0% | ETF |
META Meta Platforms | $78,026 | | 0.0% | 110 | 0.0% | Communication Services |
BA Boeing | $68,433 | $190 ▲ | 0.3% | 360 | 0.0% | Industrials |
VTV Vanguard Value ETF | $63,225 | | 0.0% | 283 | 0.0% | ETF |
IWF iShares Russell 1000 Growth ETF | $60,619 | $607 ▼ | -1.0% | 499 | 0.0% | ETF |
ESS Essex Property Trust | $59,544 | | 0.0% | 221 | 0.0% | Real Estate |
NUEM Nuveen ESG Emerging Markets Equity ETF | $58,242 | $11,625 ▼ | -16.6% | 1,463 | 0.0% | ETF |
BKNG Booking | $57,208 | | 0.0% | 350 | 0.0% | Consumer Discretionary |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $56,689 | | 0.0% | 964 | 0.0% | ETF |
WALMART INC COM
| $55,654 | $37,578 ▲ | 207.9% | 468 | 0.0% | Stock |
BABA Alibaba Group | $51,590 | $436 ▲ | 0.9% | 473 | 0.0% | Consumer Discretionary |
SBUX Starbucks | $51,041 | $293 ▲ | 0.6% | 523 | 0.0% | Consumer Discretionary |
TSLA Tesla | $47,213 | | 0.0% | 133 | 0.0% | Consumer Discretionary |
IWN iShares Russell 2000 Value ETF | $42,730 | $10,005 ▲ | 30.6% | 205 | 0.0% | ETF |
VOOG Vanguard S&P 500 Growth ETF | $42,112 | | 0.0% | 504 | 0.0% | ETF |
GRAYSCALE BITCOIN TRUST ETF
| $40,787 | $189 ▲ | 0.5% | 648 | 0.0% | ETF |
JPM JPMorgan Chase & Co. | $39,747 | $11,890 ▼ | -23.0% | 117 | 0.0% | Finance |
VRT Vertiv | $37,165 | | 0.0% | 180 | 0.0% | Industrials |
IWO iShares Russell 2000 Growth ETF | $36,594 | $5,760 ▲ | 18.7% | 108 | 0.0% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $35,250 | $757 ▼ | -2.1% | 326 | 0.0% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $34,504 | $707 ▼ | -2.0% | 244 | 0.0% | ETF |
BOX BOX | $34,299 | | 0.0% | 867 | 0.0% | Technology |
JNJ Johnson & Johnson | $33,429 | $255 ▲ | 0.8% | 131 | 0.0% | Healthcare |
CVX Chevron | $33,327 | | 0.0% | 148 | 0.0% | Energy |
ABBV AbbVie | $32,891 | $286 ▲ | 0.9% | 115 | 0.0% | Healthcare |
MBB iShares MBS ETF | $31,501 | $31,501 ▲ | New Holding | 348 | 0.0% | ETF |
MA Mastercard | $30,871 | | 0.0% | 50 | 0.0% | Finance |
SHY iShares 1-3 Year Treasury Bond ETF | $30,835 | | 0.0% | 379 | 0.0% | ETF |
RTX RTX | $28,700 | | 0.0% | 148 | 0.0% | Industrials |
AGG iShares Core U.S. Aggregate Bond ETF | $28,290 | $191 ▼ | -0.7% | 297 | 0.0% | ETF |
RIVN Rivian Automotive | $27,083 | | 0.0% | 2,181 | 0.0% | Consumer Discretionary |
IVT InvenTrust Properties | $25,770 | $391 ▲ | 1.5% | 857 | 0.0% | Real Estate |
HDV iShares Core High Dividend ETF | $23,781 | $210 ▲ | 0.9% | 792 | 0.0% | ETF |
VTWV Vanguard Russell 2000 Value ETF | $23,088 | | 0.0% | 126 | 0.0% | ETF |
GD General Dynamics | $20,998 | | 0.0% | 61 | 0.0% | Industrials |
CCJ Cameco | $20,380 | | 0.0% | 250 | 0.0% | Energy |
FS SPECIALTY LENDING FD COM SH BEN INT
| $17,706 | $660 ▲ | 3.9% | 1,556 | 0.0% | CEF |
IEMG iShares Core MSCI Emerging Markets ETF | $17,662 | $17,662 ▲ | New Holding | 230 | 0.0% | ETF |
ARM HOLDINGS PLC SPONSORED ADS
| $17,019 | | 0.0% | 75 | 0.0% | ADR |
SDY SPDR S&P Dividend ETF | $16,219 | $154 ▲ | 1.0% | 105 | 0.0% | ETF |
SPACE EXPLORATION TECHN CORP CLASS A COM STK
| $16,063 | $16,063 ▲ | New Holding | 110 | 0.0% | Stock |
VXF Vanguard Extended Market ETF | $15,407 | $15,407 ▲ | New Holding | 68 | 0.0% | ETF |
BXSL Blackstone Secured Lending Fund | $15,199 | $15,199 ▲ | New Holding | 637 | 0.0% | Finance |
XAR SPDR S&P Aerospace & Defense ETF | $15,157 | $15,157 ▲ | New Holding | 68 | 0.0% | ETF |
QQQM Invesco NASDAQ 100 ETF | $15,123 | | 0.0% | 52 | 0.0% | ETF |
KR Kroger | $14,253 | | 0.0% | 224 | 0.0% | Consumer Staples |
ALK Alaska Air Group | $13,302 | $140 ▲ | 1.1% | 379 | 0.0% | Industrials |
KO Coca-Cola | $12,042 | | 0.0% | 128 | 0.0% | Consumer Staples |
