SCHF Schwab International Equity ETF | $119,214,504 | $2,068,019 ▼ | -1.7% | 6,027,021 | 11.7% | ETF |
VTV Vanguard Value ETF | $113,237,630 | $1,043,690 ▲ | 0.9% | 655,541 | 11.1% | ETF |
VUG Vanguard Growth ETF | $85,868,808 | $4,224,710 ▲ | 5.2% | 231,567 | 8.4% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $58,790,222 | $76,210 ▼ | -0.1% | 989,736 | 5.8% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $42,235,715 | $129,835 ▼ | -0.3% | 516,583 | 4.1% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $34,521,098 | $42,469 ▼ | -0.1% | 437,311 | 3.4% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $33,456,789 | $417,163 ▼ | -1.2% | 1,374,561 | 3.3% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $30,757,326 | $371,312 ▲ | 1.2% | 679,572 | 3.0% | ETF |
AAPL Apple | $29,776,210 | $371,397 ▼ | -1.2% | 134,050 | 2.9% | Computer and Technology |
SPYV SPDR Portfolio S&P 500 Value ETF | $27,915,229 | $1,028,597 ▲ | 3.8% | 546,609 | 2.7% | ETF |
IEFA iShares Core MSCI EAFE ETF | $26,085,552 | $665,794 ▲ | 2.6% | 344,820 | 2.6% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $22,310,604 | $536,067 ▲ | 2.5% | 277,599 | 2.2% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $21,102,429 | $1,447,503 ▲ | 7.4% | 269,163 | 2.1% | ETF |
GLDM SPDR Gold MiniShares Trust | $17,704,870 | $2,977,259 ▼ | -14.4% | 286,072 | 1.7% | Finance |
SUB iShares Short-Term National Muni Bond ETF | $15,462,576 | $263,262 ▲ | 1.7% | 146,425 | 1.5% | ETF |
BAR GraniteShares Gold Trust | $14,980,901 | $83,946 ▲ | 0.6% | 485,763 | 1.5% | Finance |
REET iShares Global REIT ETF | $14,856,299 | $364,482 ▲ | 2.5% | 612,379 | 1.5% | ETF |
VGT Vanguard Information Technology ETF | $14,485,220 | $337,332 ▼ | -2.3% | 26,709 | 1.4% | ETF |
MUB iShares National Muni Bond ETF | $11,468,408 | $574,955 ▲ | 5.3% | 108,769 | 1.1% | ETF |
MSFT Microsoft | $10,169,948 | $294,302 ▼ | -2.8% | 27,092 | 1.0% | Computer and Technology |
NVDA NVIDIA | $8,097,992 | $96,892 ▼ | -1.2% | 74,718 | 0.8% | Computer and Technology |
ITM VanEck Intermediate Muni ETF | $7,350,041 | $325,715 ▲ | 4.6% | 161,504 | 0.7% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $7,202,896 | $68,542 ▼ | -0.9% | 133,460 | 0.7% | ETF |
JPM JPMorgan Chase & Co. | $6,630,102 | $135,403 ▼ | -2.0% | 27,029 | 0.7% | Finance |
VEA Vanguard FTSE Developed Markets ETF | $6,604,576 | $599,284 ▲ | 10.0% | 129,935 | 0.6% | ETF |
AMZN Amazon.com | $6,198,052 | $78,199 ▼ | -1.2% | 32,576 | 0.6% | Retail/Wholesale |
LLY Eli Lilly and Company | $6,141,428 | $891,977 ▲ | 17.0% | 7,436 | 0.6% | Medical |
VBR Vanguard Small-Cap Value ETF | $5,673,239 | $177,353 ▲ | 3.2% | 30,453 | 0.6% | ETF |
SF Stifel Financial | $5,591,032 | | 0.0% | 59,315 | 0.5% | Finance |
VTEB Vanguard Tax-Exempt Bond ETF | $5,273,819 | $316,378 ▼ | -5.7% | 106,284 | 0.5% | ETF |
GOOGL Alphabet | $5,110,390 | $19,949 ▲ | 0.4% | 33,046 | 0.5% | Computer and Technology |
AZN AstraZeneca | $4,816,028 | $156,188 ▼ | -3.1% | 65,524 | 0.5% | Medical |
ESGV Vanguard ESG U.S. Stock ETF | $4,803,160 | $408,352 ▲ | 9.3% | 49,037 | 0.5% | ETF |
BRK.B Berkshire Hathaway | $4,736,768 | $276,942 ▼ | -5.5% | 8,894 | 0.5% | Finance |
HDV iShares Core High Dividend ETF | $4,475,014 | $105,616 ▼ | -2.3% | 36,947 | 0.4% | ETF |
JMST JPMorgan Ultra-Short Municipal ETF | $4,392,642 | $68,139 ▼ | -1.5% | 86,384 | 0.4% | ETF |
XLV Health Care Select Sector SPDR Fund | $4,059,085 | $198,713 ▼ | -4.7% | 27,801 | 0.4% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $3,647,094 | $68,744 ▼ | -1.9% | 38,941 | 0.4% | ETF |
XLF Financial Select Sector SPDR Fund | $3,634,126 | $13,648 ▲ | 0.4% | 72,961 | 0.4% | ETF |
AVGO Broadcom | $3,450,587 | $2,511 ▲ | 0.1% | 20,609 | 0.3% | Computer and Technology |
XLY Consumer Discretionary Select Sector SPDR Fund | $3,378,316 | $172,953 ▼ | -4.9% | 17,111 | 0.3% | Finance |
PG Procter & Gamble | $3,229,887 | $2,045 ▼ | -0.1% | 18,953 | 0.3% | Consumer Staples |
SCHV Schwab U.S. Large-Cap Value ETF | $3,228,361 | | 0.0% | 121,458 | 0.3% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $3,191,844 | $95,152 ▼ | -2.9% | 127,470 | 0.3% | ETF |
CTVA Corteva | $3,052,574 | $13,844 ▼ | -0.5% | 48,508 | 0.3% | Consumer Staples |
SCHE Schwab Emerging Markets Equity ETF | $2,926,381 | $24,234 ▼ | -0.8% | 106,144 | 0.3% | ETF |
VIOV Vanguard S&P Small-Cap 600 Value ETF | $2,916,474 | $5,706 ▼ | -0.2% | 34,756 | 0.3% | ETF |
QQQ Invesco QQQ | $2,881,423 | $11,725 ▲ | 0.4% | 6,144 | 0.3% | Finance |
XOM Exxon Mobil | $2,831,525 | $38,891 ▼ | -1.4% | 23,808 | 0.3% | Energy |
SPY SPDR S&P 500 ETF Trust | $2,822,837 | $63,761 ▲ | 2.3% | 5,047 | 0.3% | Finance |
DD DuPont de Nemours | $2,657,387 | $63,705 ▼ | -2.3% | 35,582 | 0.3% | Basic Materials |
EXPD Expeditors International of Washington | $2,567,578 | | 0.0% | 21,352 | 0.3% | Transportation |
ABBV AbbVie | $2,520,942 | $1,886 ▼ | -0.1% | 12,032 | 0.2% | Medical |
VIS Vanguard Industrials ETF | $2,444,117 | $73,524 ▼ | -2.9% | 9,873 | 0.2% | ETF |
MCD McDonald's | $2,389,284 | $159,619 ▼ | -6.3% | 7,649 | 0.2% | Retail/Wholesale |
SHM SPDR Nuveen ICE Short Term Municipal Bond ETF | $2,296,561 | $29,084 ▼ | -1.3% | 48,247 | 0.2% | Finance |
VXUS Vanguard Total International Stock ETF | $2,277,609 | $257,532 ▲ | 12.7% | 36,676 | 0.2% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $2,258,890 | $143,774 ▼ | -6.0% | 27,652 | 0.2% | Manufacturing |
BBEU JPMorgan BetaBuilders Europe ETF | $2,146,385 | $87,738 ▼ | -3.9% | 34,714 | 0.2% | ETF |
MRK Merck & Co., Inc. | $2,135,020 | $300,425 ▼ | -12.3% | 23,786 | 0.2% | Medical |
IXUS iShares Core MSCI Total International Stock ETF | $2,082,124 | $7,330 ▼ | -0.4% | 29,826 | 0.2% | Manufacturing |
VTI Vanguard Total Stock Market ETF | $2,017,464 | $726,727 ▲ | 56.3% | 7,340 | 0.2% | ETF |
URI United Rentals | $1,995,413 | $1,253 ▼ | -0.1% | 3,184 | 0.2% | Construction |
GOOG Alphabet | $1,986,386 | $85,149 ▲ | 4.5% | 12,714 | 0.2% | Computer and Technology |
JNJ Johnson & Johnson | $1,946,926 | $115,579 ▼ | -5.6% | 11,741 | 0.2% | Medical |
BX Blackstone | $1,805,959 | | 0.0% | 12,920 | 0.2% | Finance |
UNP Union Pacific | $1,650,137 | $1,181 ▼ | -0.1% | 6,985 | 0.2% | Transportation |
VOX Vanguard Communication Services ETF | $1,638,012 | $20,477 ▼ | -1.2% | 11,039 | 0.2% | ETF |
MA Mastercard | $1,635,717 | | 0.0% | 2,984 | 0.2% | Business Services |
KO CocaCola | $1,617,286 | $68,184 ▼ | -4.0% | 22,581 | 0.2% | Consumer Staples |
QQQM Invesco NASDAQ 100 ETF | $1,613,880 | $56,942 ▲ | 3.7% | 8,361 | 0.2% | ETF |
BRK.A Berkshire Hathaway | $1,596,884 | | 0.0% | 2 | 0.2% | Finance |
IVV iShares Core S&P 500 ETF | $1,586,549 | $2,810 ▲ | 0.2% | 2,823 | 0.2% | ETF |
PEP PepsiCo | $1,562,734 | $98,964 ▼ | -6.0% | 10,422 | 0.2% | Consumer Staples |
FLEE Franklin FTSE Europe ETF | $1,514,617 | | 0.0% | 48,985 | 0.1% | ETF |
GLD SPDR Gold Shares | $1,474,261 | $16,137 ▼ | -1.1% | 5,116 | 0.1% | Finance |
LMT Lockheed Martin | $1,454,939 | $31,270 ▼ | -2.1% | 3,257 | 0.1% | Aerospace |
AEP American Electric Power | $1,396,984 | $95,390 ▼ | -6.4% | 12,785 | 0.1% | Utilities |
XLI Industrial Select Sector SPDR Fund | $1,396,419 | $163,706 ▼ | -10.5% | 10,654 | 0.1% | ETF |
DOW DOW | $1,392,175 | $62,752 ▼ | -4.3% | 39,867 | 0.1% | Basic Materials |
META Meta Platforms | $1,364,255 | $8,645 ▲ | 0.6% | 2,367 | 0.1% | Computer and Technology |
PID Invesco International Dividend Achievers ETF | $1,333,203 | $106,887 ▼ | -7.4% | 69,911 | 0.1% | Manufacturing |
IBM International Business Machines | $1,315,244 | $56,947 ▼ | -4.2% | 5,289 | 0.1% | Computer and Technology |
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund | $1,295,085 | | 0.0% | 25,123 | 0.1% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $1,293,125 | $126,288 ▲ | 10.8% | 7,567 | 0.1% | ETF |
IGRO iShares International Dividend Growth ETF | $1,256,399 | $6,230 ▼ | -0.5% | 17,344 | 0.1% | ETF |
VV Vanguard Large-Cap ETF | $1,230,916 | $4,370 ▼ | -0.4% | 4,789 | 0.1% | ETF |
VYM Vanguard High Dividend Yield ETF | $1,228,042 | $154,634 ▼ | -11.2% | 9,522 | 0.1% | ETF |
CVX Chevron | $1,212,353 | $65,243 ▼ | -5.1% | 7,247 | 0.1% | Energy |
PNC The PNC Financial Services Group | $1,209,826 | | 0.0% | 6,883 | 0.1% | Finance |
WMT Walmart | $1,169,543 | $92,882 ▼ | -7.4% | 13,322 | 0.1% | Retail/Wholesale |
IXN iShares Global Tech ETF | $1,126,405 | | 0.0% | 14,872 | 0.1% | ETF |
ABT Abbott Laboratories | $1,110,652 | $398 ▼ | 0.0% | 8,373 | 0.1% | Medical |
BLACKROCK INC
| $1,092,609 | $7,574 ▼ | -0.7% | 1,154 | 0.1% | COM |
HD Home Depot | $1,092,503 | $21,623 ▼ | -1.9% | 2,981 | 0.1% | Retail/Wholesale |
AMGN Amgen | $1,080,418 | $16,200 ▼ | -1.5% | 3,468 | 0.1% | Medical |
COST Costco Wholesale | $1,069,683 | $137,139 ▼ | -11.4% | 1,131 | 0.1% | Retail/Wholesale |
EFA iShares MSCI EAFE ETF | $1,039,350 | $2,125 ▼ | -0.2% | 12,717 | 0.1% | Finance |
IWB iShares Russell 1000 ETF | $1,034,635 | | 0.0% | 3,373 | 0.1% | ETF |
TSLA Tesla | $1,025,422 | $31,615 ▼ | -3.0% | 3,957 | 0.1% | Auto/Tires/Trucks |
