AVSU Avantis Responsible U.S. Equity ETF | $29,153,685 | $1,899,327 ▼ | -6.1% | 424,981 | 17.4% | ETF |
ESGV Vanguard ESG U.S. Stock ETF | $20,374,440 | $1,111,752 ▼ | -5.2% | 185,830 | 12.2% | ETF |
AVSD Avantis Responsible International Equity ETF | $14,016,722 | $1,253,258 ▲ | 9.8% | 207,501 | 8.4% | ETF |
NUDM Nuveen ESG International Developed Markets Equity ETF | $13,805,362 | $13,805,362 ▲ | New Holding | 388,993 | 8.2% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $11,414,992 | $982,819 ▼ | -7.9% | 84,368 | 6.8% | Manufacturing |
NULG Nuveen ESG Large-Cap Growth ETF | $9,707,906 | $1,877,865 ▼ | -16.2% | 103,331 | 5.8% | ETF |
TSME Thrivent Small-Mid Cap Equity ETF | $9,013,029 | $102,169 ▼ | -1.1% | 241,184 | 5.4% | ETF |
MUB iShares National Muni Bond ETF | $7,117,165 | $399,008 ▲ | 5.9% | 68,120 | 4.2% | ETF |
BWZ SPDR Bloomberg Short Term International Treasury Bond ETF | $6,985,457 | $6,985,457 ▲ | New Holding | 248,858 | 4.2% | ETF |
EMNT PIMCO Enhanced Short Maturity Active ESG ETF | $5,696,831 | $891,593 ▲ | 18.6% | 57,678 | 3.4% | ETF |
PYLD PIMCO Multi Sector Bond Active ETF | $5,628,709 | $2,562,516 ▼ | -31.3% | 212,084 | 3.4% | ETF |
NULV Nuveen ESG Large-Cap Value ETF | $4,453,860 | $441,668 ▲ | 11.0% | 106,247 | 2.7% | ETF |
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund | $3,927,950 | $2,762,794 ▼ | -41.3% | 88,807 | 2.3% | ETF |
MEAR iShares Short Maturity Municipal Bond Active ETF | $3,090,395 | $965,183 ▼ | -23.8% | 61,476 | 1.8% | ETF |
JMST JPMorgan Ultra-Short Municipal ETF | $2,890,393 | $466,940 ▲ | 19.3% | 56,763 | 1.7% | ETF |
IVW iShares S&P 500 Growth ETF | $1,543,381 | $3,193 ▼ | -0.2% | 14,018 | 0.9% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $1,480,945 | $4,456 ▲ | 0.3% | 10,967 | 0.9% | ETF |
IGRO iShares International Dividend Growth ETF | $788,409 | $14,515 ▼ | -1.8% | 9,994 | 0.5% | ETF |
CASY Casey's General Stores | $697,927 | $1,020 ▲ | 0.1% | 1,368 | 0.4% | Retail/Wholesale |
MSFT Microsoft | $663,045 | $281,533 ▲ | 73.8% | 1,333 | 0.4% | Computer and Technology |
FIDELITY COVINGTON TRUST
| $653,062 | $7,284 ▼ | -1.1% | 19,635 | 0.4% | ENHANCED INTL |
LII Lennox International | $642,573 | $1,146 ▲ | 0.2% | 1,121 | 0.4% | Construction |
VTI Vanguard Total Stock Market ETF | $511,108 | | 0.0% | 1,682 | 0.3% | ETF |
FIDELITY COVINGTON TRUST
| $477,401 | $413 ▲ | 0.1% | 15,027 | 0.3% | ENHANCED LARGE |
MMM 3M | $448,016 | $152 ▲ | 0.0% | 2,943 | 0.3% | Multi-Sector Conglomerates |
EMXC iShares MSCI Emerging Markets ex China ETF | $441,924 | $3,211,226 ▼ | -87.9% | 6,999 | 0.3% | Manufacturing |
FREL Fidelity MSCI Real Estate Index ETF | $424,387 | $7,328 ▼ | -1.7% | 15,695 | 0.3% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $399,929 | $9,377 ▲ | 2.4% | 5,502 | 0.2% | ETF |
AVUS Avantis U.S. Equity ETF | $396,823 | $31,153 ▼ | -7.3% | 3,936 | 0.2% | ETF |
BRK.B Berkshire Hathaway | $333,689 | $335,146 ▼ | -50.1% | 687 | 0.2% | Finance |
IVV iShares Core S&P 500 ETF | $299,325 | $82,594 ▲ | 38.1% | 482 | 0.2% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $297,584 | $1,236 ▲ | 0.4% | 2,408 | 0.2% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $296,617 | $798 ▲ | 0.3% | 2,230 | 0.2% | ETF |
BLACKROCK ETF TRUST
| $246,471 | $2,783 ▲ | 1.1% | 9,035 | 0.1% | INT DIVIDEND ETF |
VEA Vanguard FTSE Developed Markets ETF | $245,035 | $245,035 ▲ | New Holding | 4,298 | 0.1% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $242,931 | $3,836 ▲ | 1.6% | 2,723 | 0.1% | Manufacturing |
AVDE Avantis International Equity ETF | $204,180 | $7,771 ▲ | 4.0% | 2,759 | 0.1% | ETF |
WMT Walmart | $180,841 | $587 ▲ | 0.3% | 1,849 | 0.1% | Retail/Wholesale |
DE Deere & Company | $177,614 | | 0.0% | 349 | 0.1% | Industrials |
ISRG Intuitive Surgical | $177,152 | $177,152 ▲ | New Holding | 326 | 0.1% | Medical |
VXUS Vanguard Total International Stock ETF | $175,765 | | 0.0% | 2,544 | 0.1% | ETF |
JNJ Johnson & Johnson | $173,730 | $153 ▼ | -0.1% | 1,137 | 0.1% | Medical |
CVX Chevron | $163,061 | $716 ▲ | 0.4% | 1,139 | 0.1% | Energy |
SUSL iShares ESG MSCI USA Leaders ETF | $159,876 | $108 ▲ | 0.1% | 1,476 | 0.1% | Manufacturing |
WFC Wells Fargo & Company | $142,530 | $40,460 ▲ | 39.6% | 1,779 | 0.1% | Finance |
FDLO Fidelity Low Volatility Factor ETF | $139,936 | $502 ▲ | 0.4% | 2,228 | 0.1% | ETF |
FVAL Fidelity Value Factor ETF | $135,948 | $10,153 ▼ | -6.9% | 2,129 | 0.1% | ETF |
QQQM Invesco NASDAQ 100 ETF | $133,876 | $7,715 ▼ | -5.4% | 590 | 0.1% | ETF |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $124,615 | $1,712 ▼ | -1.4% | 4,951 | 0.1% | Manufacturing |
GRMN Garmin | $123,362 | $417 ▲ | 0.3% | 591 | 0.1% | Computer and Technology |
PH Parker-Hannifin | $120,333 | $2,798 ▲ | 2.4% | 172 | 0.1% | Industrials |
IVE iShares S&P 500 Value ETF | $116,417 | $5,665 ▼ | -4.6% | 596 | 0.1% | ETF |
VOO Vanguard S&P 500 ETF | $109,465 | $77,136 ▲ | 238.6% | 193 | 0.1% | ETF |
TCOM Trip.com Group | $107,632 | $528 ▲ | 0.5% | 1,835 | 0.1% | Consumer Discretionary |
IBM International Business Machines | $106,526 | $590 ▲ | 0.6% | 361 | 0.1% | Computer and Technology |
LNT Alliant Energy | $101,706 | $847 ▲ | 0.8% | 1,682 | 0.1% | Utilities |
VTWO Vanguard Russell 2000 ETF | $101,247 | $25,464 ▲ | 33.6% | 1,161 | 0.1% | ETF |
DIS Walt Disney | $101,069 | | 0.0% | 815 | 0.1% | Consumer Discretionary |
INTC Intel | $100,453 | $8,959 ▲ | 9.8% | 4,485 | 0.1% | Computer and Technology |
J P MORGAN EXCHANGE TRADED F
| $98,115 | $890 ▲ | 0.9% | 1,985 | 0.1% | SUSTAINABLE MUNI |
PFG Principal Financial Group | $97,910 | $397 ▲ | 0.4% | 1,233 | 0.1% | Finance |
AMZN Amazon.com | $95,654 | $28,521 ▲ | 42.5% | 436 | 0.1% | Retail/Wholesale |
DIMENSIONAL ETF TRUST
| $91,231 | | 0.0% | 1,710 | 0.1% | GLOBAL EX US COR |
AAPL Apple | $90,814 | $205 ▲ | 0.2% | 443 | 0.1% | Computer and Technology |
ATLO Ames National | $88,823 | $997 ▲ | 1.1% | 4,987 | 0.1% | Finance |
GE GE Aerospace | $86,740 | | 0.0% | 337 | 0.1% | Aerospace |
AVEM Avantis Emerging Markets Equity ETF | $85,898 | $34,345 ▲ | 66.6% | 1,253 | 0.1% | ETF |
EMR Emerson Electric | $85,579 | $3,199 ▲ | 3.9% | 642 | 0.1% | Industrials |
LOW Lowe's Companies | $83,173 | $887 ▲ | 1.1% | 375 | 0.0% | Retail/Wholesale |
CINF Cincinnati Financial | $78,655 | $2,830 ▼ | -3.5% | 528 | 0.0% | Finance |
MGV Vanguard Mega Cap Value ETF | $77,299 | $67,456 ▲ | 685.3% | 589 | 0.0% | ETF |
PG Procter & Gamble | $76,508 | | 0.0% | 480 | 0.0% | Consumer Staples |
NUSC Nuveen ESG Small-Cap ETF | $73,408 | | 0.0% | 1,802 | 0.0% | ETF |
VIG Vanguard Dividend Appreciation ETF | $72,555 | $12,297 ▲ | 20.4% | 354 | 0.0% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $72,422 | $1,132 ▲ | 1.6% | 704 | 0.0% | ETF |
KO CocaCola | $72,344 | $2,404 ▼ | -3.2% | 1,023 | 0.0% | Consumer Staples |
SGOV iShares 0-3 Month Treasury Bond ETF | $72,189 | $72,189 ▲ | New Holding | 717 | 0.0% | ETF |
SHV iShares Short Treasury Bond ETF | $72,035 | $663 ▲ | 0.9% | 652 | 0.0% | ETF |
VOOG Vanguard S&P 500 Growth ETF | $71,466 | $71,466 ▲ | New Holding | 180 | 0.0% | ETF |
BGRN iShares USD Green Bond ETF | $71,000 | $95 ▲ | 0.1% | 1,489 | 0.0% | Manufacturing |
VYM Vanguard High Dividend Yield ETF | $68,976 | $68,976 ▲ | New Holding | 517 | 0.0% | ETF |
DOV Dover | $68,027 | $3,667 ▲ | 5.7% | 371 | 0.0% | Industrials |
UMBF UMB Financial | $67,652 | | 0.0% | 643 | 0.0% | Finance |
NDSN Nordson | $65,209 | $2,360 ▲ | 3.8% | 304 | 0.0% | Industrials |
AWR American States Water | $63,523 | $2,375 ▼ | -3.6% | 829 | 0.0% | Utilities |
JPM JPMorgan Chase & Co. | $62,865 | $29,260 ▲ | 87.1% | 217 | 0.0% | Finance |
FIDELITY WISE ORIGIN BITCOIN
| $62,587 | | 0.0% | 666 | 0.0% | SHS |
LANCASTER COLONY CORP
| $62,167 | $3,454 ▲ | 5.9% | 360 | 0.0% | COM |
GOOGL Alphabet | $60,202 | $176 ▲ | 0.3% | 342 | 0.0% | Computer and Technology |
GPC Genuine Parts | $59,317 | $121 ▼ | -0.2% | 489 | 0.0% | Retail/Wholesale |
CL Colgate-Palmolive | $57,780 | $2,090 ▼ | -3.5% | 636 | 0.0% | Consumer Staples |
FBND Fidelity Total Bond ETF | $56,195 | $6,224 ▼ | -10.0% | 1,228 | 0.0% | ETF |
FLRG Fidelity U.S. Multifactor ETF | $54,633 | $54,633 ▲ | New Holding | 1,520 | 0.0% | ETF |
IYW iShares U.S. Technology ETF | $51,981 | $51,981 ▲ | New Holding | 300 | 0.0% | Manufacturing |
JPST JPMorgan Ultra-Short Income ETF | $51,687 | $51,687 ▲ | New Holding | 1,020 | 0.0% | ETF |
NWN Northwest Natural Gas | $50,836 | $2,025 ▼ | -3.8% | 1,280 | 0.0% | Utilities |
EUSB iShares ESG Advanced Total USD Bond Market ETF | $50,458 | $50,458 ▲ | New Holding | 1,159 | 0.0% | ETF |
ABBV AbbVie | $47,863 | $19,294 ▲ | 67.5% | 258 | 0.0% | Medical |
XOM Exxon Mobil | $47,394 | $215 ▲ | 0.5% | 440 | 0.0% | Energy |
GE VERNOVA INC
| $44,449 | | 0.0% | 84 | 0.0% | COM |