IVV iShares Core S&P 500 ETF | $316,979,722 | $5,030,367 ▼ | -1.6% | 485,265 | 24.6% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $188,314,099 | $4,690,905 ▲ | 2.6% | 1,896,989 | 14.6% | Finance |
VXUS Vanguard Total International Stock ETF | $129,291,437 | $1,018,700 ▲ | 0.8% | 1,676,714 | 10.0% | ETF |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $85,144,068 | $3,826,252 ▲ | 4.7% | 1,599,851 | 6.6% | Manufacturing |
VXF Vanguard Extended Market ETF | $72,428,599 | $1,260,524 ▼ | -1.7% | 351,937 | 5.6% | ETF |
BSV Vanguard Short-Term Bond ETF | $55,340,265 | $5,989,894 ▼ | -9.8% | 705,781 | 4.3% | ETF |
VUSB Vanguard Ultra-Short Bond ETF | $43,455,123 | $14,655,355 ▲ | 50.9% | 872,856 | 3.4% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $35,667,978 | $2,874,977 ▼ | -7.5% | 474,940 | 2.8% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $33,864,158 | $2,074,332 ▼ | -5.8% | 390,861 | 2.6% | Manufacturing |
VOO Vanguard S&P 500 ETF | $27,961,033 | $680,009 ▼ | -2.4% | 46,793 | 2.2% | ETF |
AAPL Apple | $19,509,425 | $404,797 ▼ | -2.0% | 76,872 | 1.5% | Computer and Technology |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $12,210,565 | $561,025 ▼ | -4.4% | 232,317 | 0.9% | Manufacturing |
VSGX Vanguard ESG International Stock ETF | $11,271,519 | $2,941 ▼ | 0.0% | 157,138 | 0.9% | ETF |
ACWI iShares MSCI ACWI ETF | $11,060,887 | $133,250 ▼ | -1.2% | 79,937 | 0.9% | Manufacturing |
SUSA iShares MSCI USA ESG Select ETF | $10,089,022 | $578,335 ▲ | 6.1% | 76,374 | 0.8% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $9,567,410 | $373,621 ▲ | 4.1% | 93,569 | 0.7% | Manufacturing |
ACWX iShares MSCI ACWI ex U.S. ETF | $8,935,397 | $311,538 ▼ | -3.4% | 130,501 | 0.7% | Manufacturing |
IVW iShares S&P 500 Growth ETF | $7,515,383 | $114,920 ▼ | -1.5% | 66,443 | 0.6% | ETF |
BND Vanguard Total Bond Market ETF | $7,170,336 | $825,432 ▼ | -10.3% | 97,370 | 0.6% | ETF |
NUBD Nuveen ESG U.S. Aggregate Bond ETF | $6,035,034 | $30,628 ▲ | 0.5% | 271,726 | 0.5% | ETF |
ESGV Vanguard ESG U.S. Stock ETF | $5,903,418 | $44,347 ▼ | -0.7% | 52,582 | 0.5% | ETF |
VYM Vanguard High Dividend Yield ETF | $5,520,942 | $1,941,912 ▲ | 54.3% | 37,278 | 0.4% | ETF |
IVE iShares S&P 500 Value ETF | $5,049,810 | $377,955 ▼ | -7.0% | 23,916 | 0.4% | ETF |
VTV Vanguard Value ETF | $5,011,024 | $149,899 ▲ | 3.1% | 25,540 | 0.4% | ETF |
ADI Analog Devices | $4,914,413 | $1,591 ▼ | 0.0% | 15,447 | 0.4% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $4,456,948 | $198,361 ▲ | 4.7% | 6,853 | 0.3% | Finance |
VUG Vanguard Growth ETF | $4,200,779 | $228,450 ▲ | 5.8% | 9,617 | 0.3% | ETF |
IXN iShares Global Tech ETF | $4,075,805 | $55,884 ▲ | 1.4% | 40,770 | 0.3% | ETF |
VTI Vanguard Total Stock Market ETF | $4,048,307 | $72,824 ▲ | 1.8% | 12,619 | 0.3% | ETF |
MSFT Microsoft | $3,815,408 | $88,842 ▲ | 2.4% | 10,307 | 0.3% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $3,811,830 | $29,894 ▲ | 0.8% | 17,724 | 0.3% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $3,534,262 | $317,131 ▼ | -8.2% | 55,154 | 0.3% | ETF |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $3,461,962 | $157,534 ▼ | -4.4% | 138,119 | 0.3% | Manufacturing |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $3,319,966 | $225,623 ▼ | -6.4% | 69,821 | 0.3% | ETF |
JNJ Johnson & Johnson | $3,130,340 | $236,621 ▼ | -7.0% | 12,806 | 0.2% | Medical |
JPM JPMorgan Chase & Co. | $2,733,519 | $204,139 ▼ | -6.9% | 9,293 | 0.2% | Finance |
VGK Vanguard FTSE Europe ETF | $2,659,125 | $129,333 ▼ | -4.6% | 32,259 | 0.2% | ETF |
IHI iShares U.S. Medical Devices ETF | $2,575,976 | $30,890 ▼ | -1.2% | 48,284 | 0.2% | ETF |
MS Morgan Stanley | $2,545,584 | $58,587 ▼ | -2.2% | 15,468 | 0.2% | Finance |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $2,488,844 | $198,329 ▼ | -7.4% | 52,932 | 0.2% | ETF |
AMZN Amazon.com | $2,311,084 | $665,814 ▲ | 40.5% | 11,097 | 0.2% | Retail/Wholesale |
IEFA iShares Core MSCI EAFE ETF | $2,303,902 | $315,860 ▲ | 15.9% | 25,449 | 0.2% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $2,282,886 | $104,989 ▼ | -4.4% | 23,875 | 0.2% | Manufacturing |
SPXL Direxion Daily S&P 500 Bull 3x Shares | $2,280,019 | $5,731 ▲ | 0.3% | 12,332 | 0.2% | ETF |
EUSB iShares ESG Advanced Total USD Bond Market ETF | $2,108,520 | $572,413 ▲ | 37.3% | 48,472 | 0.2% | ETF |
PNC The PNC Financial Services Group | $2,104,623 | $103,005 ▼ | -4.7% | 10,114 | 0.2% | Finance |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $2,012,120 | $910,382 ▼ | -31.2% | 39,852 | 0.2% | Manufacturing |
RTX RTX | $1,903,581 | $32,408 ▲ | 1.7% | 9,868 | 0.1% | Aerospace |
BRK.B Berkshire Hathaway | $1,901,191 | $1,917 ▼ | -0.1% | 3,967 | 0.1% | Finance |
DSI iShares ESG MSCI KLD 400 ETF | $1,885,062 | $10,907 ▼ | -0.6% | 15,555 | 0.1% | ETF |
ABBV AbbVie | $1,821,272 | $5,002 ▼ | -0.3% | 8,374 | 0.1% | Medical |
NVDA NVIDIA | $1,818,418 | $54,411 ▼ | -2.9% | 10,427 | 0.1% | Computer and Technology |
XOM ExxonMobil | $1,763,490 | $303,360 ▼ | -14.7% | 10,394 | 0.1% | Energy |
TXN Texas Instruments | $1,645,919 | $22,132 ▲ | 1.4% | 8,478 | 0.1% | Computer and Technology |
SUSC iShares ESG Aware USD Corporate Bond ETF | $1,642,334 | $52,337 ▼ | -3.1% | 70,981 | 0.1% | Manufacturing |
VPL Vanguard FTSE Pacific ETF | $1,598,668 | $98,707 ▼ | -5.8% | 16,358 | 0.1% | ETF |
TE CONNECTIVITY PLC
| $1,582,437 | $1,045 ▲ | 0.1% | 7,571 | 0.1% | ORD SHS |
VT Vanguard Total World Stock ETF | $1,571,363 | $53,808 ▲ | 3.5% | 11,360 | 0.1% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $1,570,922 | | 0.0% | 11,108 | 0.1% | Manufacturing |
GOOG Alphabet | $1,530,127 | $29,547 ▼ | -1.9% | 5,334 | 0.1% | Computer and Technology |
MDT Medtronic | $1,506,517 | | 0.0% | 17,386 | 0.1% | Medical |
PG Procter & Gamble | $1,493,821 | $6,355 ▼ | -0.4% | 10,342 | 0.1% | Consumer Staples |
IYW iShares U.S. Technology ETF | $1,450,758 | $1,451 ▲ | 0.1% | 7,997 | 0.1% | Manufacturing |
IEMG iShares Core MSCI Emerging Markets ETF | $1,413,222 | $410,833 ▲ | 41.0% | 20,261 | 0.1% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $1,377,610 | $1,027 ▼ | -0.1% | 25,488 | 0.1% | ETF |
AVGO Broadcom | $1,376,428 | $8,667 ▼ | -0.6% | 4,447 | 0.1% | Computer and Technology |
WALMART INC
| $1,337,812 | $3,107 ▲ | 0.2% | 10,764 | 0.1% | COM |
IDXX IDEXX Laboratories | $1,309,766 | $17,980 ▼ | -1.4% | 2,331 | 0.1% | Medical |
CELESTICA INC
| $1,268,124 | $563 ▼ | 0.0% | 4,502 | 0.1% | COM |
VHT Vanguard Health Care ETF | $1,266,917 | $3,268 ▲ | 0.3% | 4,652 | 0.1% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $1,250,138 | $245,695 ▼ | -16.4% | 25,797 | 0.1% | Manufacturing |
VPU Vanguard Utilities ETF | $1,238,174 | $36,061 ▼ | -2.8% | 6,249 | 0.1% | ETF |
GOOGL Alphabet | $1,229,154 | $68,734 ▼ | -5.3% | 4,274 | 0.1% | Computer and Technology |
VYMI Vanguard International High Dividend Yield ETF | $1,213,438 | $159,266 ▲ | 15.1% | 12,876 | 0.1% | ETF |
CRM Salesforce | $1,210,049 | $16,428 ▼ | -1.3% | 6,482 | 0.1% | Computer and Technology |
MRK Merck & Co., Inc. | $1,181,925 | $163,107 ▼ | -12.1% | 9,826 | 0.1% | Medical |
VB Vanguard Small-Cap ETF | $1,163,732 | $147,464 ▲ | 14.5% | 4,443 | 0.1% | ETF |
NEE NextEra Energy | $1,152,092 | $29,165 ▼ | -2.5% | 12,404 | 0.1% | Utilities |
AMAT Applied Materials | $1,087,234 | $331,878 ▼ | -23.4% | 3,181 | 0.1% | Computer and Technology |
ITA iShares U.S. Aerospace & Defense ETF | $1,079,752 | $57,531 ▲ | 5.6% | 4,936 | 0.1% | ETF |
QQQ Invesco QQQ | $1,053,432 | $15,008 ▼ | -1.4% | 1,825 | 0.1% | Finance |
FHLC Fidelity MSCI Health Care Index ETF | $1,025,638 | $138,680 ▼ | -11.9% | 14,577 | 0.1% | ETF |
LLY Eli Lilly and Company | $1,007,315 | $1,840 ▼ | -0.2% | 1,095 | 0.1% | Medical |
SMMD iShares Russell 2500 ETF | $1,006,523 | $40,695 ▼ | -3.9% | 13,183 | 0.1% | ETF |
CAT Caterpillar | $1,002,107 | $13,465 ▼ | -1.3% | 1,414 | 0.1% | Industrials |
IJH iShares Core S&P Mid-Cap ETF | $981,311 | $60,036 ▲ | 6.5% | 14,531 | 0.1% | ETF |
IWM iShares Russell 2000 ETF | $973,684 | $82,587 ▼ | -7.8% | 3,926 | 0.1% | Finance |
IWD iShares Russell 1000 Value ETF | $972,626 | $158,971 ▲ | 19.5% | 4,552 | 0.1% | ETF |
HD Home Depot | $942,719 | $170,387 ▲ | 22.1% | 2,866 | 0.1% | Retail/Wholesale |
WSO Watsco | $927,665 | | 0.0% | 2,550 | 0.1% | Construction |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $875,768 | $11,536 ▼ | -1.3% | 6,149 | 0.1% | ETF |
TSLA Tesla | $874,737 | $68,403 ▼ | -7.3% | 2,353 | 0.1% | Auto/Tires/Trucks |
YUM Yum! Brands | $866,624 | $933 ▲ | 0.1% | 5,574 | 0.1% | Retail/Wholesale |
DE Deere & Company | $862,581 | $84,512 ▼ | -8.9% | 1,531 | 0.1% | Industrials |
PEP PepsiCo | $840,503 | $311 ▼ | 0.0% | 5,412 | 0.1% | Consumer Staples |
CVX Chevron | $835,978 | $21,106 ▲ | 2.6% | 4,040 | 0.1% | Energy |
MCD McDonald's | $818,426 | $11,190 ▼ | -1.3% | 2,633 | 0.1% | Retail/Wholesale |
V Visa | $788,802 | $22,365 ▼ | -2.8% | 2,610 | 0.1% | Business Services |
INTC Intel | $778,845 | $176,739 ▼ | -18.5% | 17,649 | 0.1% | Computer and Technology |
VGT Vanguard Information Technology ETF | $760,508 | $207,221 ▼ | -21.4% | 1,090 | 0.1% | ETF |
