USSG Xtrackers MSCI USA Selection Equity ETF | $14,931 | $1,350 ▲ | 9.9% | 262,493 | 6.4% | ETF |
DFAI Dimensional International Core Equity Market ETF | $13,698 | $425 ▲ | 3.2% | 396,237 | 5.9% | ETF |
MGC Vanguard Mega Cap ETF | $10,648 | $1,388 ▲ | 15.0% | 47,340 | 4.6% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $9,449 | $425 ▲ | 4.7% | 187,964 | 4.0% | Manufacturing |
DFAS Dimensional U.S. Small Cap ETF | $9,136 | $277 ▼ | -2.9% | 143,403 | 3.9% | ETF |
SPY SPDR S&P 500 ETF Trust | $8,645 | | 0.0% | 13,991 | 3.7% | Finance |
NUEM Nuveen ESG Emerging Markets Equity ETF | $8,528 | $404 ▲ | 5.0% | 256,787 | 3.7% | ETF |
AAPL Apple | $7,220 | $15 ▼ | -0.2% | 35,193 | 3.1% | Computer and Technology |
DFAE Dimensional Emerging Core Equity Market ETF | $6,694 | $700 ▲ | 11.7% | 231,239 | 2.9% | ETF |
IWF iShares Russell 1000 Growth ETF | $6,334 | $266 ▼ | -4.0% | 14,919 | 2.7% | ETF |
MANAGER DIRECTED PORTFOLIOS
| $5,778 | $219 ▲ | 3.9% | 552,677 | 2.5% | VERT GLB SUST RE |
NUSC Nuveen ESG Small-Cap ETF | $5,635 | $9 ▼ | -0.2% | 138,309 | 2.4% | ETF |
DFUV Dimensional US Marketwide Value ETF | $5,603 | $1,108 ▼ | -16.5% | 132,521 | 2.4% | ETF |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $5,122 | $349 ▲ | 7.3% | 203,488 | 2.2% | Manufacturing |
VO Vanguard Mid-Cap ETF | $5,066 | $89 ▲ | 1.8% | 18,105 | 2.2% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $4,999 | $343 ▼ | -6.4% | 8,824 | 2.1% | ETF |
CHGX AXS Change Finance ESG ETF | $4,687 | $3,678 ▲ | 364.4% | 179,777 | 2.0% | ETF |
SUSC iShares ESG Aware USD Corporate Bond ETF | $4,498 | $287 ▼ | -6.0% | 193,635 | 1.9% | Manufacturing |
MGV Vanguard Mega Cap Value ETF | $4,489 | $595 ▲ | 15.3% | 34,219 | 1.9% | ETF |
HYXF iShares ESG Advanced High Yield Corporate Bond ETF | $4,114 | $216 ▲ | 5.6% | 86,603 | 1.8% | ETF |
IVW iShares S&P 500 Growth ETF | $3,857 | $171 ▼ | -4.2% | 35,033 | 1.7% | ETF |
PHB Invesco Fundamental High Yield Corporate Bond ETF | $3,808 | $73 ▲ | 1.9% | 206,273 | 1.6% | ETF |
DFGR Dimensional Global Real Estate ETF | $3,645 | $180 ▲ | 5.2% | 135,864 | 1.6% | ETF |
NUBD Nuveen ESG U.S. Aggregate Bond ETF | $3,645 | $282 ▼ | -7.2% | 163,741 | 1.6% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $3,532 | $58 ▼ | -1.6% | 23,485 | 1.5% | Manufacturing |
FTSL First Trust Senior Loan ETF | $3,376 | $67 ▲ | 2.0% | 73,560 | 1.4% | Manufacturing |
BSV Vanguard Short-Term Bond ETF | $3,207 | $199 ▼ | -5.9% | 40,745 | 1.4% | ETF |
MGK Vanguard Mega Cap Growth ETF | $3,182 | $138 ▲ | 4.5% | 8,690 | 1.4% | ETF |
IWD iShares Russell 1000 Value ETF | $3,036 | | 0.0% | 15,629 | 1.3% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $2,854 | $206 ▼ | -6.7% | 101,744 | 1.2% | ETF |
CLAYMORE EXCHANGE TRD FD TR
| $2,754 | $852 ▼ | -23.6% | 44,069 | 1.2% | GUGG S&P GBL WTR |
VNQ Vanguard Real Estate ETF | $2,498 | $120 ▼ | -4.6% | 28,046 | 1.1% | ETF |
QQQ Invesco QQQ | $1,874 | $50 ▼ | -2.6% | 3,397 | 0.8% | Finance |
SUSA iShares MSCI USA ESG Select ETF | $1,789 | $195 ▼ | -9.8% | 13,469 | 0.8% | ETF |
IJR iShares Core S&P Small-Cap ETF | $1,727 | $57 ▼ | -3.2% | 15,798 | 0.7% | ETF |
EEM iShares MSCI Emerging Markets ETF | $1,601 | | 0.0% | 33,184 | 0.7% | Finance |
VTV Vanguard Value ETF | $1,555 | $2 ▼ | -0.1% | 8,797 | 0.7% | ETF |
BRK.B Berkshire Hathaway | $1,520 | $5 ▲ | 0.3% | 3,128 | 0.7% | Finance |
ESGY American Century Sustainable Growth ETF | $1,512 | $48 ▲ | 3.3% | 25,267 | 0.6% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $1,433 | $128 ▼ | -8.2% | 10,661 | 0.6% | ETF |
MSFT Microsoft | $1,412 | $110 ▲ | 8.4% | 2,839 | 0.6% | Computer and Technology |
AMZN Amazon.com | $1,387 | $146 ▲ | 11.8% | 6,323 | 0.6% | Retail/Wholesale |
NULG Nuveen ESG Large-Cap Growth ETF | $1,291 | $33 ▼ | -2.5% | 13,746 | 0.6% | ETF |
GOOG Alphabet | $1,186 | $5 ▲ | 0.5% | 6,685 | 0.5% | Computer and Technology |
SCHX Schwab US Large-Cap ETF | $1,163 | | 0.0% | 47,591 | 0.5% | ETF |
PRF Invesco RAFI US 1000 ETF | $1,143 | | 0.0% | 27,045 | 0.5% | ETF |
NUDM Nuveen ESG International Developed Markets Equity ETF | $1,134 | $6 ▼ | -0.5% | 31,942 | 0.5% | ETF |
IWM iShares Russell 2000 ETF | $1,116 | $19 ▼ | -1.6% | 5,169 | 0.5% | Finance |
RSP Invesco S&P 500 Equal Weight ETF | $1,104 | | 0.0% | 6,074 | 0.5% | ETF |
CVMC Calvert US Mid-Cap Core Responsible Index ETF | $1,091 | $240 ▼ | -18.0% | 17,966 | 0.5% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $1,087 | $139 ▲ | 14.6% | 37,218 | 0.5% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $1,085 | | 0.0% | 17,494 | 0.5% | ETF |
SCHB Schwab US Broad Market ETF | $1,026 | | 0.0% | 43,053 | 0.4% | ETF |
SCHD Schwab US Dividend Equity ETF | $995 | $50 ▲ | 5.3% | 37,551 | 0.4% | ETF |
PG Procter & Gamble | $992 | $0 ▲ | 0.0% | 6,226 | 0.4% | Consumer Staples |
MYFW First Western Financial | $897 | $897 ▲ | New Holding | 39,744 | 0.4% | Finance |
NVDA NVIDIA | $835 | $78 ▼ | -8.5% | 5,287 | 0.4% | Computer and Technology |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $818 | | 0.0% | 9,768 | 0.4% | Manufacturing |
EMLP First Trust North American Energy Infrastructure Fund | $753 | $54 ▼ | -6.7% | 20,081 | 0.3% | ETF |
EBLU Ecofin Global Water ESG Fund | $729 | $118 ▼ | -13.9% | 13,770 | 0.3% | ETF |
IVV iShares Core S&P 500 ETF | $720 | $10 ▼ | -1.4% | 1,159 | 0.3% | ETF |
IHDG WisdomTree International Hedged Quality Dividend Growth Fund | $700 | | 0.0% | 15,540 | 0.3% | Finance |
META Meta Platforms | $655 | $10 ▼ | -1.6% | 887 | 0.3% | Computer and Technology |
QCLN First Trust NASDAQ Clean Edge Green Energy Index Fund | $626 | $45 ▼ | -6.7% | 19,158 | 0.3% | ETF |
GOOGL Alphabet | $610 | $55 ▲ | 9.9% | 3,462 | 0.3% | Computer and Technology |
PFE Pfizer | $545 | $1 ▲ | 0.1% | 22,486 | 0.2% | Medical |
EFA iShares MSCI EAFE ETF | $520 | $8 ▼ | -1.4% | 5,813 | 0.2% | Finance |
AMERICAN CENTY ETF TR
| $504 | $24 ▲ | 5.1% | 8,096 | 0.2% | AVANTIS INTL SML |
VWO Vanguard FTSE Emerging Markets ETF | $494 | $75 ▲ | 17.8% | 9,996 | 0.2% | ETF |
NULV Nuveen ESG Large-Cap Value ETF | $468 | | 0.0% | 11,164 | 0.2% | ETF |
IVE iShares S&P 500 Value ETF | $417 | $47 ▼ | -10.2% | 2,134 | 0.2% | ETF |
XOM Exxon Mobil | $398 | $5 ▲ | 1.2% | 3,690 | 0.2% | Energy |
IWR iShares Russell Mid-Cap ETF | $386 | | 0.0% | 4,199 | 0.2% | ETF |
SCHF Schwab International Equity ETF | $369 | $25 ▲ | 7.2% | 16,691 | 0.2% | ETF |
NFLX Netflix | $360 | $25 ▼ | -6.6% | 269 | 0.2% | Consumer Discretionary |
HASI HA Sustainable Infrastructure Capital | $346 | $27 ▼ | -7.3% | 12,897 | 0.1% | Finance |
DFSU Dimensional US Sustainability Core 1 ETF | $345 | $91 ▲ | 36.0% | 8,780 | 0.1% | ETF |
JNJ Johnson & Johnson | $341 | $2 ▲ | 0.5% | 2,233 | 0.1% | Medical |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | $331 | | 0.0% | 5,990 | 0.1% | Finance |
VOO Vanguard S&P 500 ETF | $328 | $277 ▼ | -45.8% | 577 | 0.1% | ETF |
EIS iShares MSCI Israel ETF | $317 | | 0.0% | 3,342 | 0.1% | ETF |
DSI iShares ESG MSCI KLD 400 ETF | $314 | | 0.0% | 2,707 | 0.1% | ETF |
IYH iShares U.S. Healthcare ETF | $308 | | 0.0% | 5,455 | 0.1% | ETF |
DIMENSIONAL ETF TRUST
| $308 | $70 ▲ | 29.6% | 4,602 | 0.1% | US CORE EQUITY 1 |
NVO Novo Nordisk A/S | $292 | | 0.0% | 4,229 | 0.1% | Medical |
VEA Vanguard FTSE Developed Markets ETF | $279 | $279 ▲ | New Holding | 4,889 | 0.1% | ETF |
DBEF Xtrackers MSCI EAFE Hedged Equity ETF | $276 | | 0.0% | 6,318 | 0.1% | ETF |
HD Home Depot | $266 | | 0.0% | 726 | 0.1% | Retail/Wholesale |
WMT Walmart | $265 | $1 ▼ | -0.3% | 2,708 | 0.1% | Retail/Wholesale |
PBD Invesco Global Clean Energy ETF | $247 | $212 ▼ | -46.2% | 19,611 | 0.1% | ETF |
CAT Caterpillar | $228 | $29 ▼ | -11.2% | 588 | 0.1% | Industrials |
CEG Constellation Energy | $222 | $222 ▲ | New Holding | 688 | 0.1% | Energy |
ACN Accenture | $219 | $1 ▲ | 0.4% | 733 | 0.1% | Computer and Technology |
SCZ iShares MSCI EAFE Small-Cap ETF | $219 | $219 ▲ | New Holding | 3,017 | 0.1% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $214 | $214 ▲ | New Holding | 2,769 | 0.1% | Manufacturing |
ABBV AbbVie | $209 | $0 ▲ | 0.2% | 1,128 | 0.1% | Medical |
JSTC Adasina Social Justice All Cap Global ETF | $202 | | 0.0% | 10,186 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $201 | $201 ▲ | New Holding | 693 | 0.1% | Finance |
IJK iShares S&P Mid-Cap 400 Growth ETF | $200 | $200 ▲ | New Holding | 2,199 | 0.1% | ETF |
TMO Thermo Fisher Scientific | $194 | | 0.0% | 479 | 0.1% | Medical |
