IVV iShares Core S&P 500 ETF | $265,238,086 | $5,070,139 ▲ | 1.9% | 504,514 | 28.4% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $136,542,183 | $25,149,819 ▲ | 22.6% | 1,394,141 | 14.6% | Finance |
VXF Vanguard Extended Market ETF | $60,715,207 | $609,588 ▲ | 1.0% | 346,410 | 6.5% | ETF |
VXUS Vanguard Total International Stock ETF | $54,216,607 | $7,156,883 ▲ | 15.2% | 899,115 | 5.8% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $40,183,695 | $1,324,024 ▼ | -3.2% | 685,144 | 4.3% | ETF |
BSV Vanguard Short-Term Bond ETF | $39,692,366 | $5,689,527 ▲ | 16.7% | 517,704 | 4.3% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $36,267,998 | $1,453,494 ▼ | -3.9% | 534,453 | 3.9% | Manufacturing |
VOO Vanguard S&P 500 ETF | $28,780,676 | $337,935 ▼ | -1.2% | 59,872 | 3.1% | ETF |
BND Vanguard Total Bond Market ETF | $23,041,128 | $400,845 ▲ | 1.8% | 317,240 | 2.5% | ETF |
AAPL Apple | $13,663,221 | $1,825,067 ▲ | 15.4% | 79,678 | 1.5% | Computer and Technology |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $13,111,897 | $470,238 ▼ | -3.5% | 255,692 | 1.4% | Manufacturing |
ACWI iShares MSCI ACWI ETF | $9,620,709 | $51,210 ▼ | -0.5% | 87,358 | 1.0% | Manufacturing |
SUSA iShares MSCI USA ESG Select ETF | $8,652,149 | $83,733 ▼ | -1.0% | 79,254 | 0.9% | ETF |
ACWX iShares MSCI ACWI ex U.S. ETF | $8,574,517 | $454,988 ▼ | -5.0% | 160,602 | 0.9% | Manufacturing |
VSGX Vanguard ESG International Stock ETF | $7,625,170 | $129,825 ▲ | 1.7% | 132,681 | 0.8% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $6,757,492 | $453,647 ▲ | 7.2% | 74,718 | 0.7% | Manufacturing |
IVW iShares S&P 500 Growth ETF | $6,541,965 | $366,299 ▼ | -5.3% | 77,475 | 0.7% | ETF |
NUBD Nuveen ESG U.S. Aggregate Bond ETF | $5,921,901 | $536,463 ▲ | 10.0% | 269,545 | 0.6% | ETF |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $5,360,381 | $732,341 ▼ | -12.0% | 108,907 | 0.6% | Manufacturing |
ESGV Vanguard ESG US Stock ETF | $5,012,804 | $31,778 ▼ | -0.6% | 53,791 | 0.5% | ETF |
IVE iShares S&P 500 Value ETF | $4,917,618 | $263,217 ▼ | -5.1% | 26,324 | 0.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $4,579,477 | $38,707 ▼ | -0.8% | 8,755 | 0.5% | Finance |
IHI iShares U.S. Medical Devices ETF | $4,524,310 | $76,870 ▼ | -1.7% | 77,220 | 0.5% | ETF |
SPXL Direxion Daily S&P 500 Bull 3X | $3,815,018 | $11,527 ▼ | -0.3% | 28,464 | 0.4% | ETF |
VTI Vanguard Total Stock Market ETF | $3,794,689 | $262,491 ▼ | -6.5% | 14,601 | 0.4% | ETF |
MSFT Microsoft | $3,721,073 | $371,476 ▲ | 11.1% | 8,845 | 0.4% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $3,579,139 | $80,165 ▼ | -2.2% | 19,600 | 0.4% | ETF |
ADI Analog Devices | $3,493,037 | $2,374 ▲ | 0.1% | 17,660 | 0.4% | Computer and Technology |
VTV Vanguard Value ETF | $3,388,680 | $46,090 ▲ | 1.4% | 20,807 | 0.4% | ETF |
VUG Vanguard Growth ETF | $3,378,634 | $79,509 ▼ | -2.3% | 9,816 | 0.4% | ETF |
VGK Vanguard FTSE Europe ETF | $3,244,902 | $142,087 ▼ | -4.2% | 48,187 | 0.3% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $2,948,991 | $337,752 ▼ | -10.3% | 36,060 | 0.3% | Manufacturing |
IXN iShares Global Tech ETF | $2,733,840 | $36,657 ▲ | 1.4% | 36,544 | 0.3% | ETF |
CRM Salesforce | $2,721,593 | $922,257 ▲ | 51.3% | 9,036 | 0.3% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $2,594,104 | $75,155 ▲ | 3.0% | 51,706 | 0.3% | ETF |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $2,436,459 | $44,431 ▲ | 1.9% | 99,529 | 0.3% | Manufacturing |
ESGD iShares ESG Aware MSCI EAFE ETF | $2,382,632 | $20,297 ▼ | -0.8% | 29,816 | 0.3% | Manufacturing |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $2,371,360 | $13,047 ▼ | -0.5% | 58,887 | 0.3% | ETF |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $2,262,764 | $2,262,764 ▲ | New Holding | 43,852 | 0.2% | Manufacturing |
ISTB iShares Core 1-5 Year USD Bond ETF | $2,158,939 | $22,961 ▼ | -1.1% | 45,509 | 0.2% | Manufacturing |
VPL Vanguard FTSE Pacific Index Fund ETF Shares | $1,804,015 | $85,685 ▼ | -4.5% | 23,728 | 0.2% | ETF |
XOM Exxon Mobil | $1,795,758 | $5,579 ▲ | 0.3% | 15,449 | 0.2% | Oils/Energy |
JNJ Johnson & Johnson | $1,784,955 | $26,733 ▲ | 1.5% | 11,284 | 0.2% | Medical |
IDXX IDEXX Laboratories | $1,720,217 | $27,536 ▼ | -1.6% | 3,186 | 0.2% | Medical |
DSI iShares MSCI KLD 400 Social ETF | $1,698,208 | $13,307 ▲ | 0.8% | 16,846 | 0.2% | ETF |
BRK.B Berkshire Hathaway | $1,669,535 | $673,281 ▲ | 67.6% | 3,970 | 0.2% | Finance |
VHT Vanguard Health Care ETF | $1,657,075 | $69,789 ▲ | 4.4% | 6,126 | 0.2% | ETF |
PG Procter & Gamble | $1,648,632 | $24,175 ▲ | 1.5% | 10,161 | 0.2% | Consumer Staples |
JPM JPMorgan Chase & Co. | $1,644,551 | $127,398 ▲ | 8.4% | 8,210 | 0.2% | Finance |
MDT Medtronic | $1,597,918 | $23,095 ▲ | 1.5% | 18,335 | 0.2% | Medical |
VWO Vanguard FTSE Emerging Markets ETF | $1,547,971 | $120,466 ▼ | -7.2% | 37,059 | 0.2% | ETF |
VGT Vanguard Information Technology ETF | $1,530,016 | $46,666 ▼ | -3.0% | 2,918 | 0.2% | ETF |
ABBV AbbVie | $1,498,390 | $65,013 ▲ | 4.5% | 8,228 | 0.2% | Medical |
MRK Merck & Co., Inc. | $1,479,621 | $1,188 ▲ | 0.1% | 11,213 | 0.2% | Medical |
FHLC Fidelity MSCI Health Care Index ETF | $1,432,521 | $19,605 ▲ | 1.4% | 20,532 | 0.2% | ETF |
IYW iShares U.S. Technology ETF | $1,398,233 | $28,767 ▼ | -2.0% | 10,353 | 0.1% | Manufacturing |
SUSC iShares ESG Aware USD Corporate Bond ETF | $1,389,219 | $317,033 ▲ | 29.6% | 60,427 | 0.1% | Manufacturing |
SMMD iShares Russell 2500 ETF | $1,335,455 | $189,289 ▼ | -12.4% | 20,354 | 0.1% | ETF |
MS Morgan Stanley | $1,314,078 | $1,314,078 ▲ | New Holding | 13,956 | 0.1% | Finance |
ESGU iShares ESG Aware MSCI USA ETF | $1,306,742 | $21,842 ▼ | -1.6% | 11,367 | 0.1% | Manufacturing |
IWM iShares Russell 2000 ETF | $1,295,141 | $173,064 ▼ | -11.8% | 6,159 | 0.1% | Finance |
AMAT Applied Materials | $1,286,146 | $1,856 ▲ | 0.1% | 6,236 | 0.1% | Computer and Technology |
VPU Vanguard Utilities Index Fund ETF Shares | $1,179,399 | $47,621 ▼ | -3.9% | 8,272 | 0.1% | ETF |
AMZN Amazon.com | $1,104,591 | $214,722 ▲ | 24.1% | 6,132 | 0.1% | Retail/Wholesale |
TEL TE Connectivity | $1,098,691 | | 0.0% | 7,565 | 0.1% | Computer and Technology |
WSO Watsco | $1,097,204 | | 0.0% | 2,540 | 0.1% | Construction |
IEFA iShares Core MSCI EAFE ETF | $1,088,469 | $141,022 ▲ | 14.9% | 14,665 | 0.1% | ETF |
HD Home Depot | $1,060,895 | $97,805 ▲ | 10.2% | 2,766 | 0.1% | Retail/Wholesale |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $1,036,049 | $473,199 ▲ | 84.1% | 22,015 | 0.1% | ETF |
PEP PepsiCo | $1,021,600 | $29,929 ▲ | 3.0% | 5,837 | 0.1% | Consumer Staples |
INTC Intel | $1,017,863 | $34,100 ▲ | 3.5% | 23,044 | 0.1% | Computer and Technology |
IJH iShares Core S&P Mid-Cap ETF | $1,015,212 | $800,981 ▲ | 373.9% | 16,714 | 0.1% | ETF |
VYM Vanguard High Dividend Yield ETF | $968,439 | $291,596 ▲ | 43.1% | 8,004 | 0.1% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $956,181 | $67,646 ▼ | -6.6% | 18,531 | 0.1% | ETF |
NEE NextEra Energy | $905,158 | $59,181 ▲ | 7.0% | 14,163 | 0.1% | Utilities |
MCD McDonald's | $902,872 | $33,273 ▲ | 3.8% | 3,202 | 0.1% | Retail/Wholesale |
NVDA NVIDIA | $814,441 | $340,782 ▲ | 71.9% | 901 | 0.1% | Computer and Technology |
LLY Eli Lilly and Company | $809,346 | $3,113 ▲ | 0.4% | 1,040 | 0.1% | Medical |
DE Deere & Company | $758,585 | $124,035 ▲ | 19.5% | 1,847 | 0.1% | Industrial Products |
RTX RTX | $758,174 | $15,312 ▼ | -2.0% | 7,774 | 0.1% | Aerospace |
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund | $757,882 | $8,601 ▲ | 1.1% | 8,107 | 0.1% | ETF |
XLF Financial Select Sector SPDR Fund | $756,728 | | 0.0% | 17,966 | 0.1% | ETF |
QQQ Invesco QQQ | $754,152 | $39,949 ▲ | 5.6% | 1,699 | 0.1% | Finance |
IJR iShares Core S&P Small-Cap ETF | $745,287 | $104,448 ▼ | -12.3% | 6,743 | 0.1% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $730,357 | $147,363 ▼ | -16.8% | 6,334 | 0.1% | ETF |
YUM Yum! Brands | $728,606 | $2,496 ▲ | 0.3% | 5,255 | 0.1% | Retail/Wholesale |
FDIS Fidelity MSCI Consumer Discretionary Index ETF | $684,464 | $3,052 ▲ | 0.4% | 8,299 | 0.1% | ETF |
UNH UnitedHealth Group | $683,607 | $145,427 ▲ | 27.0% | 1,382 | 0.1% | Medical |
VB Vanguard Small-Cap ETF | $675,027 | $39,775 ▼ | -5.6% | 2,953 | 0.1% | ETF |
IYJ iShares U.S. Industrials ETF | $672,935 | | 0.0% | 5,353 | 0.1% | ETF |
GOOG Alphabet | $666,407 | $39,586 ▲ | 6.3% | 4,377 | 0.1% | Computer and Technology |
VCSH Vanguard Short-Term Corporate Bond ETF | $664,234 | $298,720 ▲ | 81.7% | 8,592 | 0.1% | ETF |
IWD iShares Russell 1000 Value ETF | $639,423 | | 0.0% | 3,570 | 0.1% | ETF |
TECL Direxion Daily Technology Bull 3X Shares | $634,731 | | 0.0% | 7,920 | 0.1% | ETF |
MUB iShares National Muni Bond ETF | $630,243 | $165,712 ▲ | 35.7% | 5,857 | 0.1% | ETF |
CAT Caterpillar | $626,766 | $59,011 ▲ | 10.4% | 1,710 | 0.1% | Industrial Products |
SOXL Direxion Daily Semiconductors Bull 3x Shares | $610,033 | | 0.0% | 13,111 | 0.1% | ETF |
AMP Ameriprise Financial | $608,117 | $26,306 ▲ | 4.5% | 1,387 | 0.1% | Finance |
IEUR iShares Core MSCI Europe ETF | $603,145 | $25,454 ▼ | -4.0% | 10,426 | 0.1% | ETF |
SUSL iShares ESG MSCI USA Leaders ETF | $585,624 | | 0.0% | 6,240 | 0.1% | Manufacturing |
