VEA Vanguard FTSE Developed Markets ETF | $63,470,647 | $9,919,827 ▲ | 18.5% | 896,225 | 9.7% | ETF |
VTI Vanguard Total Stock Market ETF | $55,425,284 | $1,556,301 ▲ | 2.9% | 147,048 | 8.5% | ETF |
VOO Vanguard S&P 500 ETF | $50,689,324 | $11,498,517 ▲ | 29.3% | 71,922 | 7.7% | ETF |
IWV iShares Russell 3000 ETF | $33,266,515 | $1,200,605 ▼ | -3.5% | 76,419 | 5.1% | ETF |
TFLO iShares Treasury Floating Rate Bond ETF | $28,524,985 | $28,524,985 ▲ | New Holding | 564,404 | 4.4% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $22,249,008 | $2,060,299 ▲ | 10.2% | 395,327 | 3.4% | ETF |
VBR Vanguard Small-Cap Value ETF | $21,920,251 | $20,938 ▼ | -0.1% | 87,941 | 3.3% | ETF |
SCHF Schwab International Equity ETF | $18,522,786 | $1,034,404 ▲ | 5.9% | 673,311 | 2.8% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $17,821,837 | $1,908,951 ▲ | 12.0% | 364,008 | 2.7% | ETF |
SCHB Schwab US Broad Market ETF | $17,384,379 | $413,722 ▲ | 2.4% | 589,701 | 2.7% | ETF |
VXUS Vanguard Total International Stock ETF | $15,799,721 | $2,061,687 ▼ | -11.5% | 188,361 | 2.4% | ETF |
IEFA iShares Core MSCI EAFE ETF | $15,260,202 | $191,150 ▼ | -1.2% | 154,957 | 2.3% | ETF |
REET iShares Global REIT ETF | $14,989,480 | $637,501 ▲ | 4.4% | 546,463 | 2.3% | ETF |
BND Vanguard Total Bond Market ETF | $13,755,357 | $2,355,277 ▲ | 20.7% | 192,383 | 2.1% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $13,500,235 | $788,390 ▲ | 6.2% | 276,361 | 2.1% | ETF |
BNDX Vanguard Total International Bond ETF | $13,310,785 | $708,788 ▼ | -5.1% | 280,286 | 2.0% | ETF |
MUB iShares National Muni Bond ETF | $13,272,714 | $553,734 ▼ | -4.0% | 127,182 | 2.0% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $12,740,034 | $34,788 ▲ | 0.3% | 76,174 | 1.9% | ETF |
VB Vanguard Small-Cap ETF | $12,230,139 | $179,907 ▲ | 1.5% | 41,332 | 1.9% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $11,614,771 | $252,772 ▲ | 2.2% | 154,988 | 1.8% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $9,331,425 | $250,247 ▲ | 2.8% | 61,974 | 1.4% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $8,803,797 | $195,634 ▲ | 2.3% | 104,583 | 1.3% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $8,552,080 | $1,049,175 ▲ | 14.0% | 171,763 | 1.3% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $7,802,511 | $158,866 ▲ | 2.1% | 158,588 | 1.2% | ETF |
VV Vanguard Large-Cap ETF | $6,692,828 | $787,101 ▲ | 13.3% | 18,962 | 1.0% | ETF |
IWN iShares Russell 2000 Value ETF | $6,406,226 | $167,486 ▼ | -2.5% | 29,299 | 1.0% | ETF |
VTWO Vanguard Russell 2000 ETF | $6,372,018 | $615,556 ▼ | -8.8% | 55,578 | 1.0% | ETF |
GOOG Alphabet | $5,812,228 | $1,456,864 ▲ | 33.4% | 20,231 | 0.9% | Communication Services |
VONE Vanguard Russell 1000 ETF | $5,644,945 | $1,089,673 ▼ | -16.2% | 16,282 | 0.9% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $5,215,150 | $827,585 ▲ | 18.9% | 103,763 | 0.8% | ETF |
AAPL Apple | $4,773,015 | $3,127,136 ▲ | 190.0% | 13,656 | 0.7% | Technology |
ESGV Vanguard ESG U.S. Stock ETF | $4,628,043 | $151,388 ▼ | -3.2% | 34,178 | 0.7% | ETF |
RWO SPDR Dow Jones Global Real Estate ETF | $4,575,956 | $14,092 ▲ | 0.3% | 92,220 | 0.7% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $4,468,953 | $4,262,507 ▲ | 2,064.7% | 49,810 | 0.7% | ETF |
SCHH Schwab U.S. REIT ETF | $3,953,552 | $83,749 ▲ | 2.2% | 164,800 | 0.6% | ETF |
MSFT Microsoft | $3,609,378 | $2,774,563 ▲ | 332.4% | 6,494 | 0.6% | Technology |
NVDA NVIDIA | $3,587,759 | $2,645,339 ▲ | 280.7% | 17,927 | 0.5% | Technology |
ESGU iShares ESG Aware MSCI USA ETF | $3,465,784 | $34,691 ▼ | -1.0% | 20,680 | 0.5% | ETF |
DFUS Dimensional U.S. Equity ETF | $3,321,236 | $3,321,236 ▲ | New Holding | 39,761 | 0.5% | ETF |
VSGX Vanguard ESG International Stock ETF | $3,208,601 | $3,208,601 ▲ | New Holding | 40,375 | 0.5% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $3,204,215 | $3,175,391 ▲ | 11,016.5% | 30,237 | 0.5% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $2,935,710 | $2,935,710 ▲ | New Holding | 50,826 | 0.4% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $2,909,722 | $11,446 ▲ | 0.4% | 27,709 | 0.4% | ETF |
BRK.B Berkshire Hathaway | $2,779,053 | $1,132,700 ▲ | 68.8% | 4,799 | 0.4% | Finance |
STIP iShares 0-5 Year TIPS Bond ETF | $2,664,331 | $1,045,745 ▼ | -28.2% | 26,553 | 0.4% | ETF |
BRK.A Berkshire Hathaway | $2,607,902 | | 0.0% | 3 | 0.4% | Finance |
META Meta Platforms | $2,605,680 | $1,963,080 ▲ | 305.5% | 4,136 | 0.4% | Communication Services |
AMZN Amazon.com | $2,445,880 | $1,825,232 ▲ | 294.1% | 9,194 | 0.4% | Consumer Discretionary |
MGC Vanguard Mega Cap ETF | $2,431,299 | $2,810 ▲ | 0.1% | 8,652 | 0.4% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $2,408,856 | $2,406,420 ▲ | 98,806.0% | 49,453 | 0.4% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $2,284,218 | $995,002 ▲ | 77.2% | 25,310 | 0.3% | ETF |
VNQ Vanguard Real Estate ETF | $2,241,750 | $198,511 ▲ | 9.7% | 22,868 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,212,479 | $364,273 ▲ | 19.7% | 2,885 | 0.3% | ETF |
GOOGL Alphabet | $2,028,451 | $916,429 ▲ | 82.4% | 7,021 | 0.3% | Communication Services |
SCHX Schwab US Large-Cap ETF | $2,022,086 | $1,630,086 ▲ | 415.8% | 67,090 | 0.3% | ETF |
IVV iShares Core S&P 500 ETF | $1,887,782 | $485,232 ▲ | 34.6% | 2,451 | 0.3% | ETF |
SMMD iShares Russell 2500 ETF | $1,769,111 | $1,769,111 ▲ | New Holding | 20,083 | 0.3% | ETF |
CVX Chevron | $1,534,992 | $496,404 ▲ | 47.8% | 7,075 | 0.2% | Energy |
DFAC Dimensional U.S. Core Equity 2 ETF | $1,512,115 | $1,216,937 ▼ | -44.6% | 33,226 | 0.2% | ETF |
REDDIT INC
| $1,360,232 | $99,343 ▼ | -6.8% | 13,350 | 0.2% | CL A |
JNJ Johnson & Johnson | $1,300,086 | $723,130 ▲ | 125.3% | 4,705 | 0.2% | Healthcare |
AVGO Broadcom | $1,135,600 | $946,171 ▲ | 499.5% | 3,489 | 0.2% | Technology |
AGG iShares Core U.S. Aggregate Bond ETF | $1,077,479 | $841,241 ▲ | 356.1% | 11,179 | 0.2% | ETF |
ABBV AbbVie | $1,057,260 | $1,057,260 ▲ | New Holding | 3,586 | 0.2% | Healthcare |
ESGE iShares ESG Aware MSCI EM ETF | $1,019,842 | $59,345 ▼ | -5.5% | 20,450 | 0.2% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1,017,738 | $8,208 ▲ | 0.8% | 12,771 | 0.2% | ETF |
VTWV Vanguard Russell 2000 Value ETF | $1,004,556 | $13,500 ▼ | -1.3% | 5,209 | 0.2% | ETF |
TSM Taiwan Semiconductor Manufacturing | $879,357 | $879,357 ▲ | New Holding | 2,222 | 0.1% | Technology |
LLY Eli Lilly and Company | $874,900 | $874,900 ▲ | New Holding | 617 | 0.1% | Healthcare |
TSLA Tesla | $862,438 | $545,813 ▲ | 172.4% | 2,239 | 0.1% | Consumer Discretionary |
QQQ Invesco QQQ | $821,375 | $199,981 ▲ | 32.2% | 1,187 | 0.1% | ETF |
DSI iShares ESG MSCI KLD 400 ETF | $816,801 | $35,790 ▲ | 4.6% | 5,637 | 0.1% | ETF |
VTV Vanguard Value ETF | $684,394 | $118,262 ▲ | 20.9% | 2,963 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $678,164 | $599,643 ▲ | 763.7% | 1,926 | 0.1% | Finance |
VOE Vanguard Mid-Cap Value ETF | $642,686 | $26,503 ▲ | 4.3% | 3,007 | 0.1% | ETF |
AMD Advanced Micro Devices | $595,823 | $595,823 ▲ | New Holding | 1,219 | 0.1% | Technology |
IWF iShares Russell 1000 Growth ETF | $592,801 | $584,784 ▲ | 7,294.1% | 5,028 | 0.1% | ETF |
FNDC Schwab Fundamental International Small Equity ETF | $591,090 | $15,606 ▼ | -2.6% | 11,855 | 0.1% | ETF |
PG Procter & Gamble | $587,795 | $569,222 ▲ | 3,064.9% | 3,513 | 0.1% | Consumer Staples |
SPDW SPDR Portfolio Developed World ex-US ETF | $580,190 | $457,912 ▲ | 374.5% | 11,530 | 0.1% | ETF |
MU Micron Technology | $566,999 | $566,999 ▲ | New Holding | 713 | 0.1% | Technology |
VXF Vanguard Extended Market ETF | $561,190 | $411,555 ▲ | 275.0% | 2,404 | 0.1% | ETF |
ADP Automatic Data Processing | $556,085 | $556,085 ▲ | New Holding | 1,832 | 0.1% | Industrials |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $543,235 | $59,711 ▼ | -9.9% | 9,953 | 0.1% | ETF |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $526,403 | | 0.0% | 18,983 | 0.1% | ETF |
DOORDASH INC
| $523,880 | $523,880 ▲ | New Holding | 2,638 | 0.1% | CL A |
USHY iShares Broad USD High Yield Corporate Bond ETF | $515,205 | $179 ▲ | 0.0% | 14,399 | 0.1% | ETF |
IWR iShares Russell Mid-Cap ETF | $500,904 | $500,904 ▲ | New Holding | 4,490 | 0.1% | ETF |
IWM iShares Russell 2000 ETF | $472,325 | $273,227 ▲ | 137.2% | 1,663 | 0.1% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $469,320 | $41,248 ▲ | 9.6% | 6,292 | 0.1% | ETF |
ABT Abbott Laboratories | $455,687 | $455,687 ▲ | New Holding | 3,945 | 0.1% | Healthcare |
EXXONMOBIL HOLDINGS CORP
| $410,310 | $410,310 ▲ | New Holding | 2,424 | 0.1% | COM SHS |
IVE iShares S&P 500 Value ETF | $382,224 | | 0.0% | 1,571 | 0.1% | ETF |
DDOG Datadog | $366,117 | $28,308 ▲ | 8.4% | 1,940 | 0.1% | Technology |
V Visa | $359,734 | $299,924 ▲ | 501.5% | 824 | 0.1% | Finance |
CRBN iShares MSCI ACWI Low Carbon Target ETF | $348,505 | $316,288 ▲ | 981.7% | 1,363 | 0.1% | ETF |
MRK Merck & Co., Inc. | $346,429 | $346,429 ▲ | New Holding | 2,304 | 0.1% | Healthcare |
WALMART INC
| $337,650 | $337,650 ▲ | New Holding | 2,614 | 0.1% | COM |
NUEM Nuveen ESG Emerging Markets Equity ETF | $335,851 | $36,200 ▲ | 12.1% | 8,656 | 0.1% | ETF |
SOXX iShares Semiconductor ETF | $328,951 | $219,301 ▲ | 200.0% | 2,301 | 0.1% | ETF |
