EQWL Invesco S&P 100 Equal Weight ETF | $30,980,968 | $654,981 ▲ | 2.2% | 281,722 | 10.3% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $27,175,727 | $601,611 ▲ | 2.3% | 304,592 | 9.0% | Manufacturing |
JCPB JPMorgan Core Plus Bond ETF | $16,938,729 | $1,003,037 ▲ | 6.3% | 359,939 | 5.6% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $15,490,272 | $607,122 ▲ | 4.1% | 666,535 | 5.2% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $13,675,462 | $1,072 ▼ | 0.0% | 114,833 | 4.5% | ETF |
SCHB Schwab US Broad Market ETF | $12,958,953 | $409,972 ▲ | 3.3% | 543,808 | 4.3% | ETF |
NDSN Nordson | $9,547,825 | | 0.0% | 44,539 | 3.2% | Industrials |
IWY iShares Russell Top 200 Growth ETF | $9,367,380 | $349,798 ▲ | 3.9% | 38,000 | 3.1% | ETF |
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF | $9,133,024 | $542,778 ▲ | 6.3% | 154,248 | 3.0% | ETF |
EDIV SPDR S&P Emerging Markets Dividend ETF | $8,395,625 | $243,053 ▲ | 3.0% | 220,242 | 2.8% | ETF |
IEF iShares 7-10 Year Treasury Bond ETF | $7,439,701 | $140,016 ▲ | 1.9% | 77,683 | 2.5% | ETF |
MSFT Microsoft | $7,393,005 | $1,131,608 ▲ | 18.1% | 14,863 | 2.5% | Computer and Technology |
CGMS Capital Group U.S. Multi-Sector Income ETF | $6,550,470 | $199,223 ▲ | 3.1% | 237,164 | 2.2% | ETF |
ACN Accenture | $6,065,375 | | 0.0% | 20,293 | 2.0% | Computer and Technology |
SCHF Schwab International Equity ETF | $5,521,239 | $144,092 ▲ | 2.7% | 249,830 | 1.8% | ETF |
FSBD Fidelity Sustainable Core Plus Bond ETF | $4,322,816 | $251,524 ▲ | 6.2% | 91,518 | 1.4% | ETF |
NUDV Nuveen ESG Dividend ETF | $4,247,162 | $292,407 ▲ | 7.4% | 149,780 | 1.4% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $3,740,542 | $110,435 ▲ | 3.0% | 78,682 | 1.2% | ETF |
BRK.A Berkshire Hathaway | $3,644,000 | | 0.0% | 5 | 1.2% | Finance |
GOOGL Alphabet | $2,812,278 | $106,972 ▲ | 4.0% | 15,958 | 0.9% | Computer and Technology |
AAPL Apple | $2,775,950 | | 0.0% | 13,530 | 0.9% | Computer and Technology |
UNH UnitedHealth Group | $2,461,131 | $125,412 ▼ | -4.8% | 7,889 | 0.8% | Medical |
CMI Cummins | $2,234,007 | $4,913 ▲ | 0.2% | 6,821 | 0.7% | Auto/Tires/Trucks |
IWD iShares Russell 1000 Value ETF | $2,057,284 | | 0.0% | 10,592 | 0.7% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $1,754,319 | $98,957 ▲ | 6.0% | 22,692 | 0.6% | Manufacturing |
FICO Fair Isaac | $1,590,325 | | 0.0% | 870 | 0.5% | Computer and Technology |
SCHD Schwab US Dividend Equity ETF | $1,580,063 | $636 ▲ | 0.0% | 59,625 | 0.5% | ETF |
SUSA iShares MSCI USA ESG Select ETF | $1,487,918 | $16,984 ▼ | -1.1% | 11,739 | 0.5% | ETF |
SUSL iShares ESG MSCI USA Leaders ETF | $1,433,362 | $73,570 ▲ | 5.4% | 13,229 | 0.5% | Manufacturing |
NUDM Nuveen ESG International Developed Markets Equity ETF | $1,386,381 | $119,353 ▲ | 9.4% | 39,064 | 0.5% | ETF |
FBND Fidelity Total Bond ETF | $1,369,435 | $113,597 ▲ | 9.0% | 29,933 | 0.5% | ETF |
PHO Invesco Water Resources ETF | $1,358,281 | $66,414 ▲ | 5.1% | 19,429 | 0.5% | ETF |
XEL Xcel Energy | $1,340,464 | $218,190 ▲ | 19.4% | 19,684 | 0.4% | Utilities |
AXP American Express | $1,315,474 | | 0.0% | 4,124 | 0.4% | Finance |
PLDR Putnam Sustainable Leaders ETF | $1,248,832 | $71,854 ▲ | 6.1% | 36,985 | 0.4% | ETF |
VB Vanguard Small-Cap ETF | $1,246,766 | $27,964 ▲ | 2.3% | 5,261 | 0.4% | ETF |
CRM Salesforce | $1,190,837 | $64,082 ▲ | 5.7% | 4,367 | 0.4% | Computer and Technology |
DSI iShares ESG MSCI KLD 400 ETF | $1,179,024 | $69,464 ▼ | -5.6% | 10,150 | 0.4% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $1,165,263 | | 0.0% | 27,264 | 0.4% | ETF |
NULV Nuveen ESG Large-Cap Value ETF | $1,158,112 | $166,780 ▲ | 16.8% | 27,630 | 0.4% | ETF |
IVV iShares Core S&P 500 ETF | $1,156,737 | $50,914 ▼ | -4.2% | 1,863 | 0.4% | ETF |
COST Costco Wholesale | $1,148,330 | | 0.0% | 1,160 | 0.4% | Retail/Wholesale |
SCHE Schwab Emerging Markets Equity ETF | $1,145,312 | | 0.0% | 38,000 | 0.4% | ETF |
CRBN iShares MSCI ACWI Low Carbon Target ETF | $1,139,592 | $24,147 ▲ | 2.2% | 5,380 | 0.4% | ETF |
AMZN Amazon.com | $1,114,721 | $35,102 ▲ | 3.3% | 5,081 | 0.4% | Retail/Wholesale |
PG Procter & Gamble | $1,088,793 | $15,932 ▼ | -1.4% | 6,834 | 0.4% | Consumer Staples |
AMGN Amgen | $1,035,590 | $69,803 ▲ | 7.2% | 3,709 | 0.3% | Medical |
NVO Novo Nordisk A/S | $1,002,308 | $34,510 ▲ | 3.6% | 14,522 | 0.3% | Medical |
JNJ Johnson & Johnson | $992,417 | | 0.0% | 6,497 | 0.3% | Medical |
ACWV iShares MSCI Global Min Vol Factor ETF | $987,332 | | 0.0% | 8,327 | 0.3% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $954,403 | $351,763 ▲ | 58.4% | 9,621 | 0.3% | Finance |
SCHV Schwab U.S. Large-Cap Value ETF | $949,219 | | 0.0% | 34,305 | 0.3% | ETF |
MUB iShares National Muni Bond ETF | $943,768 | $343,530 ▼ | -26.7% | 9,033 | 0.3% | ETF |
KO CocaCola | $922,580 | $14,150 ▼ | -1.5% | 13,040 | 0.3% | Consumer Staples |
IWM iShares Russell 2000 ETF | $914,302 | $32,800 ▼ | -3.5% | 4,237 | 0.3% | Finance |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $901,662 | $12,964 ▲ | 1.5% | 6,677 | 0.3% | ETF |
IYH iShares U.S. Healthcare ETF | $873,350 | $78,168 ▼ | -8.2% | 15,463 | 0.3% | ETF |
NVDA NVIDIA | $848,722 | | 0.0% | 5,372 | 0.3% | Computer and Technology |
IBM International Business Machines | $844,545 | | 0.0% | 2,865 | 0.3% | Computer and Technology |
JPM JPMorgan Chase & Co. | $839,869 | | 0.0% | 2,897 | 0.3% | Finance |
VTEB Vanguard Tax-Exempt Bond ETF | $816,938 | $30,546 ▲ | 3.9% | 16,662 | 0.3% | ETF |
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF | $800,272 | | 0.0% | 14,186 | 0.3% | ETF |
SCHA Schwab US Small-Cap ETF | $787,387 | | 0.0% | 31,122 | 0.3% | ETF |
WM Waste Management | $777,988 | $228,820 ▲ | 41.7% | 3,400 | 0.3% | Business Services |
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF | $745,248 | | 0.0% | 11,867 | 0.2% | ETF |
IGRO iShares International Dividend Growth ETF | $717,426 | $1,972 ▲ | 0.3% | 9,094 | 0.2% | ETF |
PANW Palo Alto Networks | $717,059 | | 0.0% | 3,504 | 0.2% | Computer and Technology |
INTU Intuit | $712,018 | | 0.0% | 904 | 0.2% | Computer and Technology |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $675,208 | $3,885 ▲ | 0.6% | 16,337 | 0.2% | ETF |
ESGE iShares ESG Aware MSCI EM ETF | $666,830 | | 0.0% | 17,024 | 0.2% | Manufacturing |
EFA iShares MSCI EAFE ETF | $659,162 | $136,677 ▲ | 26.2% | 7,374 | 0.2% | Finance |
PFM Invesco Dividend Achievers ETF | $653,233 | | 0.0% | 13,561 | 0.2% | Manufacturing |
XOM Exxon Mobil | $642,380 | $53,900 ▲ | 9.2% | 5,959 | 0.2% | Energy |
NKE NIKE | $600,643 | | 0.0% | 8,455 | 0.2% | Consumer Discretionary |
BAC Bank of America | $591,311 | $76,280 ▼ | -11.4% | 12,496 | 0.2% | Finance |
SYK Stryker | $590,280 | | 0.0% | 1,492 | 0.2% | Medical |
SCHG Schwab U.S. Large-Cap Growth ETF | $576,021 | | 0.0% | 19,720 | 0.2% | ETF |
DE Deere & Company | $561,881 | $50,849 ▲ | 10.0% | 1,105 | 0.2% | Industrials |
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF | $558,989 | $99,219 ▲ | 21.6% | 11,803 | 0.2% | ETF |
SDY SPDR S&P Dividend ETF | $557,579 | $8,144 ▼ | -1.4% | 4,108 | 0.2% | ETF |
BND Vanguard Total Bond Market ETF | $556,054 | $515 ▲ | 0.1% | 7,552 | 0.2% | ETF |
WMT Walmart | $551,577 | $117,336 ▲ | 27.0% | 5,641 | 0.2% | Retail/Wholesale |
UL Unilever | $537,623 | $30,585 ▼ | -5.4% | 8,789 | 0.2% | Consumer Staples |
GIS General Mills | $525,719 | $17,667 ▼ | -3.3% | 10,147 | 0.2% | Consumer Staples |
HD Home Depot | $515,862 | $183,320 ▲ | 55.1% | 1,407 | 0.2% | Retail/Wholesale |
MMM 3M | $510,917 | $196,998 ▲ | 62.8% | 3,356 | 0.2% | Multi-Sector Conglomerates |
ADBE Adobe | $506,039 | $108,326 ▲ | 27.2% | 1,308 | 0.2% | Computer and Technology |
ETN Eaton | $504,070 | $10,710 ▼ | -2.1% | 1,412 | 0.2% | Industrials |
CGXU Capital Group International Focus Equity ETF | $499,762 | | 0.0% | 18,421 | 0.2% | ETF |
FNDE Schwab Fundamental Emerging Markets Equity ETF | $495,876 | $59,484 ▲ | 13.6% | 15,022 | 0.2% | ETF |
DAL Delta Air Lines | $495,095 | | 0.0% | 10,067 | 0.2% | Transportation |
ASML ASML | $493,656 | $80,139 ▲ | 19.4% | 616 | 0.2% | Computer and Technology |
IYF iShares U.S. Financials ETF | $479,241 | | 0.0% | 3,961 | 0.2% | ETF |
IXJ iShares Global Healthcare ETF | $461,184 | $16,357 ▼ | -3.4% | 5,357 | 0.2% | ETF |
LDOS Leidos | $440,939 | | 0.0% | 2,795 | 0.1% | Computer and Technology |
PFE Pfizer | $427,691 | $79,022 ▼ | -15.6% | 17,644 | 0.1% | Medical |
ORCL Oracle | $426,329 | $27,329 ▲ | 6.8% | 1,950 | 0.1% | Computer and Technology |
PEP PepsiCo | $414,738 | $66,020 ▲ | 18.9% | 3,141 | 0.1% | Consumer Staples |
SHY iShares 1-3 Year Treasury Bond ETF | $406,594 | | 0.0% | 4,907 | 0.1% | Manufacturing |
VONG Vanguard Russell 1000 Growth ETF | $399,672 | $109 ▲ | 0.0% | 3,660 | 0.1% | ETF |
