SPY SPDR S&P 500 ETF Trust | $13,292,494 | $304,432 ▼ | -2.2% | 25,412 | 6.5% | Finance |
IVV iShares Core S&P 500 ETF | $12,294,320 | $652,438 ▼ | -5.0% | 23,385 | 6.0% | ETF |
VIG Vanguard Dividend Appreciation ETF | $9,442,033 | $950,302 ▲ | 11.2% | 51,706 | 4.6% | ETF |
SCHX Schwab US Large-Cap ETF | $5,752,776 | $15,825 ▼ | -0.3% | 92,697 | 2.8% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $5,731,273 | $4,668,561 ▲ | 439.3% | 94,357 | 2.8% | ETF |
IJR iShares Core S&P Small-Cap ETF | $5,051,648 | $952,240 ▲ | 23.2% | 45,708 | 2.5% | ETF |
AAPL Apple | $4,905,528 | $571,543 ▼ | -10.4% | 28,607 | 2.4% | Computer and Technology |
MSFT Microsoft | $4,901,809 | $161,556 ▲ | 3.4% | 11,651 | 2.4% | Computer and Technology |
IAU iShares Gold Trust | $3,896,007 | $419,638 ▲ | 12.1% | 92,740 | 1.9% | Finance |
IEFA iShares Core MSCI EAFE ETF | $3,329,212 | $105,763 ▼ | -3.1% | 44,856 | 1.6% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $3,185,025 | $7,232 ▲ | 0.2% | 34,351 | 1.6% | ETF |
GNMA iShares GNMA Bond ETF | $3,046,181 | $204,583 ▲ | 7.2% | 70,205 | 1.5% | ETF |
JNJ Johnson & Johnson | $2,918,764 | $11,548 ▲ | 0.4% | 18,451 | 1.4% | Medical |
NVDA NVIDIA | $2,673,634 | $169,869 ▼ | -6.0% | 2,959 | 1.3% | Computer and Technology |
UNH UnitedHealth Group | $2,511,592 | $161,767 ▼ | -6.1% | 5,077 | 1.2% | Medical |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $2,467,318 | $303,268 ▲ | 14.0% | 48,115 | 1.2% | Manufacturing |
GOOGL Alphabet | $2,374,280 | $30,035 ▼ | -1.2% | 15,731 | 1.2% | Computer and Technology |
JPM JPMorgan Chase & Co. | $2,290,631 | $262,794 ▲ | 13.0% | 11,436 | 1.1% | Finance |
AXP American Express | $2,283,958 | $35,975 ▼ | -1.6% | 10,031 | 1.1% | Finance |
FLOT iShares Floating Rate Bond ETF | $2,270,740 | $124,229 ▲ | 5.8% | 44,472 | 1.1% | ETF |
SCHB Schwab US Broad Market ETF | $2,188,398 | $11,722 ▼ | -0.5% | 35,846 | 1.1% | ETF |
GOOG Alphabet | $2,089,769 | $122,417 ▼ | -5.5% | 13,725 | 1.0% | Computer and Technology |
AMZN Amazon.com | $2,051,101 | $91,633 ▲ | 4.7% | 11,371 | 1.0% | Retail/Wholesale |
PG Procter & Gamble | $2,032,830 | $36,668 ▲ | 1.8% | 12,529 | 1.0% | Consumer Staples |
SCHO Schwab Short-Term U.S. Treasury ETF | $2,011,540 | $5,014 ▼ | -0.2% | 41,725 | 1.0% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $2,002,887 | $15,854 ▲ | 0.8% | 39,922 | 1.0% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $2,001,110 | $148,183 ▼ | -6.9% | 20,432 | 1.0% | Finance |
PEP PepsiCo | $1,922,310 | $11,026 ▼ | -0.6% | 10,984 | 0.9% | Consumer Staples |
RTX RTX | $1,915,099 | $401,141 ▲ | 26.5% | 19,636 | 0.9% | Aerospace |
MRK Merck & Co., Inc. | $1,898,629 | $133,533 ▼ | -6.6% | 14,389 | 0.9% | Medical |
DIS Walt Disney | $1,819,371 | $106,331 ▼ | -5.5% | 14,869 | 0.9% | Consumer Discretionary |
SUSA iShares MSCI USA ESG Select ETF | $1,638,512 | $39,410 ▼ | -2.3% | 15,009 | 0.8% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1,626,092 | $221,407 ▼ | -12.0% | 20,197 | 0.8% | ETF |
XOM Exxon Mobil | $1,564,242 | $40,219 ▲ | 2.6% | 13,457 | 0.8% | Oils/Energy |
LMBS First Trust Low Duration Opportunities ETF | $1,522,432 | $30,156 ▲ | 2.0% | 31,553 | 0.7% | Manufacturing |
MDT Medtronic | $1,489,829 | $551,398 ▲ | 58.8% | 17,095 | 0.7% | Medical |
NEE NextEra Energy | $1,468,204 | $44,226 ▲ | 3.1% | 22,973 | 0.7% | Utilities |
DHR Danaher | $1,458,365 | $18,979 ▲ | 1.3% | 5,840 | 0.7% | Multi-Sector Conglomerates |
CSCO Cisco Systems | $1,440,053 | $82,152 ▼ | -5.4% | 28,853 | 0.7% | Computer and Technology |
HD Home Depot | $1,389,783 | $84,008 ▼ | -5.7% | 3,623 | 0.7% | Retail/Wholesale |
SCHZ Schwab U.S. Aggregate Bond ETF | $1,384,232 | $56,166 ▼ | -3.9% | 30,092 | 0.7% | ETF |
VHT Vanguard Health Care ETF | $1,357,740 | $72,229 ▲ | 5.6% | 5,019 | 0.7% | ETF |
TMO Thermo Fisher Scientific | $1,323,415 | $37,197 ▲ | 2.9% | 2,277 | 0.7% | Medical |
GD General Dynamics | $1,320,076 | $4,237 ▼ | -0.3% | 4,673 | 0.6% | Aerospace |
TJX TJX Companies | $1,311,766 | $710 ▲ | 0.1% | 12,934 | 0.6% | Retail/Wholesale |
TXN Texas Instruments | $1,276,785 | $16,376 ▼ | -1.3% | 7,329 | 0.6% | Computer and Technology |
HEFA iShares Currency Hedged MSCI EAFE ETF | $1,258,091 | $553,861 ▲ | 78.6% | 36,069 | 0.6% | ETF |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $1,226,670 | $413,001 ▲ | 50.8% | 23,773 | 0.6% | Manufacturing |
GRMN Garmin | $1,198,404 | | 0.0% | 8,050 | 0.6% | Computer and Technology |
ROL Rollins | $1,193,766 | | 0.0% | 25,800 | 0.6% | Construction |
UPS United Parcel Service | $1,187,702 | $6,094 ▲ | 0.5% | 7,991 | 0.6% | Transportation |
SCHP Schwab U.S. TIPS ETF | $1,158,996 | $53,412 ▼ | -4.4% | 22,220 | 0.6% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $1,155,985 | $836,779 ▼ | -42.0% | 27,675 | 0.6% | ETF |
V Visa | $1,122,181 | $40,467 ▼ | -3.5% | 4,021 | 0.6% | Business Services |
ECL Ecolab | $1,098,622 | $13,623 ▲ | 1.3% | 4,758 | 0.5% | Basic Materials |
LOW Lowe's Companies | $1,090,007 | $4,330 ▼ | -0.4% | 4,279 | 0.5% | Retail/Wholesale |
NKE NIKE | $1,084,153 | $31,013 ▼ | -2.8% | 11,536 | 0.5% | Consumer Discretionary |
ORCL Oracle | $1,078,613 | $6,155 ▼ | -0.6% | 8,587 | 0.5% | Computer and Technology |
QLTA iShares Aaa - A Rated Corporate Bond ETF | $1,042,993 | $48,572 ▼ | -4.4% | 21,967 | 0.5% | ETF |
VOO Vanguard S&P 500 ETF | $1,033,024 | $14,421 ▼ | -1.4% | 2,149 | 0.5% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $1,023,819 | $8,957 ▼ | -0.9% | 12,573 | 0.5% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $1,008,199 | $120,133 ▼ | -10.6% | 8,770 | 0.5% | Manufacturing |
ETN Eaton | $997,449 | $53,781 ▼ | -5.1% | 3,190 | 0.5% | Industrial Products |
SCHV Schwab U.S. Large-Cap Value ETF | $990,171 | $139,043 ▼ | -12.3% | 13,032 | 0.5% | ETF |
TIP iShares TIPS Bond ETF | $957,668 | $967 ▼ | -0.1% | 8,916 | 0.5% | ETF |
SBUX Starbucks | $954,203 | $10,327 ▼ | -1.1% | 10,441 | 0.5% | Retail/Wholesale |
MA Mastercard | $947,730 | $5,779 ▲ | 0.6% | 1,968 | 0.5% | Business Services |
IEMG iShares Core MSCI Emerging Markets ETF | $925,085 | $17,596 ▼ | -1.9% | 17,928 | 0.5% | ETF |
VYM Vanguard High Dividend Yield ETF | $901,859 | $285,052 ▲ | 46.2% | 7,454 | 0.4% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $889,701 | $326,715 ▲ | 58.0% | 5,253 | 0.4% | ETF |
DSI iShares MSCI KLD 400 Social ETF | $881,420 | $4,335 ▼ | -0.5% | 8,743 | 0.4% | ETF |
PFE Pfizer | $870,712 | $193,279 ▲ | 28.5% | 31,377 | 0.4% | Medical |
BRK.B Berkshire Hathaway | $859,543 | $20,605 ▼ | -2.3% | 2,044 | 0.4% | Finance |
IDXX IDEXX Laboratories | $850,930 | $9,719 ▼ | -1.1% | 1,576 | 0.4% | Medical |
MUB iShares National Muni Bond ETF | $832,824 | $8,393 ▼ | -1.0% | 7,740 | 0.4% | ETF |
BDX Becton, Dickinson and Company | $802,233 | $27,962 ▲ | 3.6% | 3,242 | 0.4% | Medical |
IBB iShares Biotechnology ETF | $799,444 | $243,291 ▲ | 43.7% | 5,826 | 0.4% | Finance |
CL Colgate-Palmolive | $797,663 | $90 ▲ | 0.0% | 8,858 | 0.4% | Consumer Staples |
BAC Bank of America | $796,092 | $5,840 ▲ | 0.7% | 20,994 | 0.4% | Finance |
META Meta Platforms | $766,731 | $49,044 ▼ | -6.0% | 1,579 | 0.4% | Computer and Technology |
FDX FedEx | $735,650 | $35,638 ▼ | -4.6% | 2,539 | 0.4% | Transportation |
AMAT Applied Materials | $731,292 | $336,980 ▲ | 85.5% | 3,546 | 0.4% | Computer and Technology |
IAGG iShares Core International Aggregate Bond ETF | $702,447 | $17,582 ▼ | -2.4% | 14,063 | 0.3% | ETF |
PYPL PayPal | $699,175 | $301,656 ▲ | 75.9% | 10,437 | 0.3% | Computer and Technology |
CSX CSX | $697,509 | $224,830 ▲ | 47.6% | 18,816 | 0.3% | Transportation |
MBB iShares MBS ETF | $662,467 | $92 ▼ | 0.0% | 7,168 | 0.3% | ETF |
SCCO Southern Copper | $656,376 | | 0.0% | 6,162 | 0.3% | Basic Materials |
IWM iShares Russell 2000 ETF | $653,033 | $16,825 ▼ | -2.5% | 3,105 | 0.3% | Finance |
IYF iShares U.S. Financials ETF | $649,464 | $54,521 ▼ | -7.7% | 6,790 | 0.3% | ETF |
DUK Duke Energy | $647,087 | $12,089 ▲ | 1.9% | 6,691 | 0.3% | Utilities |
CME CME Group | $621,542 | $51,670 ▼ | -7.7% | 2,887 | 0.3% | Finance |
TFLO iShares Treasury Floating Rate Bond ETF | $609,801 | | 0.0% | 12,030 | 0.3% | ETF |
ANET Arista Networks | $602,578 | $32,478 ▲ | 5.7% | 2,078 | 0.3% | Computer and Technology |
DE Deere & Company | $583,662 | $44,360 ▲ | 8.2% | 1,421 | 0.3% | Industrial Products |
NFLX Netflix | $581,215 | $54,660 ▲ | 10.4% | 957 | 0.3% | Consumer Discretionary |
COST Costco Wholesale | $575,115 | $2,198 ▲ | 0.4% | 785 | 0.3% | Retail/Wholesale |
VPU Vanguard Utilities ETF | $571,461 | $321,946 ▲ | 129.0% | 4,008 | 0.3% | ETF |
CAT Caterpillar | $568,333 | $8,794 ▲ | 1.6% | 1,551 | 0.3% | Industrial Products |
CRM Salesforce | $566,821 | $8,132 ▼ | -1.4% | 1,882 | 0.3% | Computer and Technology |
SCHA Schwab US Small-Cap ETF | $564,980 | $1,477 ▲ | 0.3% | 11,474 | 0.3% | ETF |
NSC Norfolk Southern | $559,949 | $63,463 ▼ | -10.2% | 2,197 | 0.3% | Transportation |
GVI iShares Intermediate Government/Credit Bond ETF | $552,654 | $203,697 ▲ | 58.4% | 5,315 | 0.3% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $545,821 | $545,821 ▲ | New Holding | 9,481 | 0.3% | Manufacturing |
MKC McCormick & Company, Incorporated | $542,202 | $10,523 ▲ | 2.0% | 7,059 | 0.3% | Consumer Staples |
ADBE Adobe | $537,904 | $7,064 ▼ | -1.3% | 1,066 | 0.3% | Computer and Technology |
ESGD iShares ESG Aware MSCI EAFE ETF | $513,240 | $11,986 ▼ | -2.3% | 6,423 | 0.3% | Manufacturing |
SCHH Schwab U.S. REIT ETF | $490,184 | $171,129 ▲ | 53.6% | 24,147 | 0.2% | ETF |
IBM International Business Machines | $477,973 | $8,975 ▼ | -1.8% | 2,503 | 0.2% | Computer and Technology |
BX Blackstone | $477,136 | $71,859 ▲ | 17.7% | 3,632 | 0.2% | Finance |
INTU Intuit | $473,200 | $44,850 ▲ | 10.5% | 728 | 0.2% | Computer and Technology |
HON Honeywell International | $466,533 | $109,193 ▲ | 30.6% | 2,273 | 0.2% | Multi-Sector Conglomerates |
VZ Verizon Communications | $460,973 | $167,546 ▼ | -26.7% | 10,986 | 0.2% | Computer and Technology |
VGT Vanguard Information Technology ETF | $450,932 | $6,292 ▲ | 1.4% | 860 | 0.2% | ETF |
SCHF Schwab International Equity ETF | $431,792 | $27,899 ▼ | -6.1% | 11,066 | 0.2% | ETF |
SYY Sysco | $415,560 | $39,535 ▲ | 10.5% | 5,119 | 0.2% | Consumer Staples |
VFH Vanguard Financials ETF | $407,103 | $407,103 ▲ | New Holding | 3,976 | 0.2% | ETF |
CWB SPDR Bloomberg Convertible Securities ETF | $405,445 | $2,337 ▼ | -0.6% | 5,551 | 0.2% | ETF |
MCD McDonald's | $402,625 | $10,432 ▲ | 2.7% | 1,428 | 0.2% | Retail/Wholesale |
ICVT iShares Convertible Bond ETF | $395,957 | $21,075 ▼ | -5.1% | 4,960 | 0.2% | ETF |
EA Electronic Arts | $395,755 | $4,113 ▼ | -1.0% | 2,983 | 0.2% | Consumer Discretionary |
VCSH Vanguard Short-Term Corporate Bond ETF | $391,421 | $33,707 ▼ | -7.9% | 5,063 | 0.2% | ETF |
VOX Vanguard Communication Services ETF | $384,475 | $384,475 ▲ | New Holding | 2,930 | 0.2% | ETF |
GILD Gilead Sciences | $378,556 | | 0.0% | 5,168 | 0.2% | Medical |
ELV Elevance Health | $366,608 | $143,117 ▲ | 64.0% | 707 | 0.2% | Medical |
IEI iShares 3-7 Year Treasury Bond ETF | $366,307 | $38,796 ▼ | -9.6% | 3,163 | 0.2% | ETF |
ADSK Autodesk | $349,223 | $95,314 ▲ | 37.5% | 1,341 | 0.2% | Computer and Technology |
BKNG Booking | $344,649 | $344,649 ▲ | New Holding | 95 | 0.2% | Retail/Wholesale |
TT Trane Technologies | $337,125 | $35,123 ▼ | -9.4% | 1,123 | 0.2% | Business Services |
IWF iShares Russell 1000 Growth ETF | $330,309 | $13,482 ▲ | 4.3% | 980 | 0.2% | ETF |
MPC Marathon Petroleum | $324,617 | $2,217 ▲ | 0.7% | 1,611 | 0.2% | Oils/Energy |
GLD SPDR Gold Shares | $321,746 | $40,321 ▼ | -11.1% | 1,564 | 0.2% | Finance |
CMCSA Comcast | $318,276 | $181,853 ▼ | -36.4% | 7,342 | 0.2% | Consumer Discretionary |
F Ford Motor | $302,000 | $44,979 ▲ | 17.5% | 22,741 | 0.1% | Auto/Tires/Trucks |
ITW Illinois Tool Works | $294,090 | | 0.0% | 1,096 | 0.1% | Industrial Products |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $285,332 | | 0.0% | 3,745 | 0.1% | Manufacturing |
CVX Chevron | $282,986 | $473 ▲ | 0.2% | 1,794 | 0.1% | Oils/Energy |
CLX Clorox | $281,263 | $13,167 ▼ | -4.5% | 1,837 | 0.1% | Consumer Staples |
IWB iShares Russell 1000 ETF | $272,188 | $7,201 ▼ | -2.6% | 945 | 0.1% | ETF |
VTI Vanguard Total Stock Market ETF | $271,855 | $47,042 ▲ | 20.9% | 1,046 | 0.1% | ETF |
EFA iShares MSCI EAFE ETF | $270,965 | | 0.0% | 3,393 | 0.1% | Finance |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $268,718 | $2,815 ▼ | -1.0% | 10,977 | 0.1% | Manufacturing |
NVO Novo Nordisk A/S | $257,442 | $257,442 ▲ | New Holding | 2,005 | 0.1% | Medical |
MMM 3M | $254,568 | $4,349 ▼ | -1.7% | 2,400 | 0.1% | Multi-Sector Conglomerates |
ADI Analog Devices | $244,073 | $989 ▲ | 0.4% | 1,234 | 0.1% | Computer and Technology |
FI Fiserv | $231,260 | $231,260 ▲ | New Holding | 1,447 | 0.1% | Business Services |
ESGE iShares ESG Aware MSCI EM ETF | $227,158 | | 0.0% | 7,048 | 0.1% | Manufacturing |
ABT Abbott Laboratories | $224,251 | $2,387 ▼ | -1.1% | 1,973 | 0.1% | Medical |
USHY iShares Broad USD High Yield Corporate Bond ETF | $214,125 | $37 ▲ | 0.0% | 5,852 | 0.1% | ETF |
ESGV Vanguard ESG US Stock ETF | $213,871 | $213,871 ▲ | New Holding | 2,295 | 0.1% | ETF |
GSK GSK | $212,421 | $212,421 ▲ | New Holding | 4,955 | 0.1% | Medical |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $209,738 | $10,760 ▼ | -4.9% | 2,339 | 0.1% | ETF |
SUSC iShares ESG Aware USD Corporate Bond ETF | $208,776 | $6,092 ▲ | 3.0% | 9,081 | 0.1% | Manufacturing |
SHY iShares 1-3 Year Treasury Bond ETF | $205,186 | $24,125 ▼ | -10.5% | 2,509 | 0.1% | Manufacturing |
XEL Xcel Energy | $0 | $482,960 ▼ | -100.0% | 0 | 0.0% | Utilities |
BMY Bristol-Myers Squibb | $0 | $308,117 ▼ | -100.0% | 0 | 0.0% | Medical |
ENPH Enphase Energy | $0 | $264,280 ▼ | -100.0% | 0 | 0.0% | Oils/Energy |
ABBV AbbVie | $0 | $255,391 ▼ | -100.0% | 0 | 0.0% | Medical |
INTC Intel | $0 | $225,773 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
