BIV Vanguard Intermediate-Term Bond ETF | $50,243,488 | $1,583,621 ▲ | 3.3% | 656,177 | 11.7% | ETF |
IVV iShares Core S&P 500 ETF | $45,041,402 | $295,560 ▲ | 0.7% | 80,159 | 10.5% | ETF |
IEFA iShares Core MSCI EAFE ETF | $31,759,212 | $160,302 ▼ | -0.5% | 419,818 | 7.4% | ETF |
VO Vanguard Mid-Cap ETF | $26,353,757 | $176,897 ▲ | 0.7% | 101,901 | 6.1% | ETF |
BNDX Vanguard Total International Bond ETF | $20,659,101 | $422,586 ▼ | -2.0% | 423,169 | 4.8% | ETF |
SCHF Schwab International Equity ETF | $11,700,094 | $681,382 ▲ | 6.2% | 591,511 | 2.7% | ETF |
IJR iShares Core S&P Small-Cap ETF | $10,943,177 | $431,457 ▲ | 4.1% | 104,649 | 2.5% | ETF |
VUG Vanguard Growth ETF | $10,481,266 | $250,675 ▼ | -2.3% | 28,265 | 2.4% | ETF |
VV Vanguard Large-Cap ETF | $10,013,629 | $17,478 ▲ | 0.2% | 38,959 | 2.3% | ETF |
VTV Vanguard Value ETF | $9,469,232 | $14,337 ▲ | 0.2% | 54,818 | 2.2% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $8,710,332 | $184,163 ▲ | 2.2% | 192,451 | 2.0% | ETF |
EFG iShares MSCI EAFE Growth ETF | $8,116,182 | $18,200 ▲ | 0.2% | 81,162 | 1.9% | ETF |
IAU iShares Gold Trust | $7,863,439 | $42,333 ▼ | -0.5% | 133,369 | 1.8% | Finance |
ISTB iShares Core 1-5 Year USD Bond ETF | $7,842,266 | $210,032 ▼ | -2.6% | 162,198 | 1.8% | Manufacturing |
GLD SPDR Gold Shares | $7,650,047 | $10,661 ▼ | -0.1% | 26,550 | 1.8% | Finance |
VOE Vanguard Mid-Cap Value ETF | $6,715,450 | $12,362 ▲ | 0.2% | 41,830 | 1.6% | ETF |
XLK Technology Select Sector SPDR Fund | $6,326,967 | $452,811 ▲ | 7.7% | 30,642 | 1.5% | ETF |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $6,288,029 | $32,108 ▼ | -0.5% | 79,706 | 1.5% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $6,204,707 | $185,923 ▼ | -2.9% | 25,363 | 1.4% | ETF |
BSV Vanguard Short-Term Bond ETF | $5,914,059 | $224,820 ▲ | 4.0% | 75,550 | 1.4% | ETF |
IVW iShares S&P 500 Growth ETF | $5,776,520 | $31,748 ▼ | -0.5% | 62,227 | 1.3% | ETF |
TIP iShares TIPS Bond ETF | $5,624,962 | $73,986 ▼ | -1.3% | 50,634 | 1.3% | ETF |
AAPL Apple | $5,563,946 | $615,082 ▼ | -10.0% | 25,048 | 1.3% | Computer and Technology |
IJH iShares Core S&P Mid-Cap ETF | $4,857,299 | $134,380 ▼ | -2.7% | 83,244 | 1.1% | ETF |
IVE iShares S&P 500 Value ETF | $4,669,152 | $54,315 ▼ | -1.1% | 24,500 | 1.1% | ETF |
EFV iShares MSCI EAFE Value ETF | $3,842,672 | $52,516 ▲ | 1.4% | 65,196 | 0.9% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $3,757,828 | $20,593 ▼ | -0.5% | 31,386 | 0.9% | ETF |
DSI iShares ESG MSCI KLD 400 ETF | $3,709,043 | $75,373 ▼ | -2.0% | 36,218 | 0.9% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $3,708,335 | $29,845 ▲ | 0.8% | 68,711 | 0.9% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $3,456,659 | $53,133 ▼ | -1.5% | 41,506 | 0.8% | ETF |
XLU Utilities Select Sector SPDR Fund | $3,434,891 | $81,926 ▼ | -2.3% | 43,562 | 0.8% | ETF |
VBR Vanguard Small-Cap Value ETF | $3,336,375 | $5,961 ▼ | -0.2% | 17,910 | 0.8% | ETF |
IWB iShares Russell 1000 ETF | $3,063,951 | $1,840 ▲ | 0.1% | 9,989 | 0.7% | ETF |
IWM iShares Russell 2000 ETF | $3,032,395 | $99,743 ▼ | -3.2% | 15,201 | 0.7% | Finance |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $2,851,581 | $167,314 ▲ | 6.2% | 57,146 | 0.7% | Manufacturing |
VBK Vanguard Small-Cap Growth ETF | $2,797,537 | $31,976 ▲ | 1.2% | 11,111 | 0.6% | ETF |
JPM JPMorgan Chase & Co. | $2,740,737 | $54,702 ▼ | -2.0% | 11,173 | 0.6% | Finance |
MSFT Microsoft | $2,686,287 | $32,659 ▼ | -1.2% | 7,156 | 0.6% | Computer and Technology |
ABBV AbbVie | $2,613,134 | $17,390 ▼ | -0.7% | 12,472 | 0.6% | Medical |
VB Vanguard Small-Cap ETF | $2,362,944 | $144,358 ▼ | -5.8% | 10,656 | 0.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,035,621 | $41,395 ▲ | 2.1% | 3,639 | 0.5% | Finance |
ESGD iShares ESG Aware MSCI EAFE ETF | $2,010,519 | $77,441 ▼ | -3.7% | 24,612 | 0.5% | Manufacturing |
VEA Vanguard FTSE Developed Markets ETF | $1,950,157 | $48,289 ▼ | -2.4% | 38,366 | 0.5% | ETF |
SYK Stryker | $1,801,947 | $49,878 ▼ | -2.7% | 4,841 | 0.4% | Medical |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $1,627,262 | $244,588 ▲ | 17.7% | 56,937 | 0.4% | ETF |
XLV Health Care Select Sector SPDR Fund | $1,548,254 | $22,193 ▲ | 1.5% | 10,604 | 0.4% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $1,489,175 | $23,406 ▼ | -1.5% | 11,961 | 0.3% | ETF |
ABT Abbott Laboratories | $1,483,634 | $288,503 ▼ | -16.3% | 11,185 | 0.3% | Medical |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $1,448,402 | $31,146 ▲ | 2.2% | 30,506 | 0.3% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $1,398,769 | | 0.0% | 14,349 | 0.3% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $1,331,161 | $5,974 ▲ | 0.5% | 10,919 | 0.3% | Manufacturing |
IWP iShares Russell Mid-Cap Growth ETF | $1,191,624 | $55,575 ▼ | -4.5% | 10,142 | 0.3% | ETF |
IBM International Business Machines | $1,055,410 | $1,989 ▲ | 0.2% | 4,244 | 0.2% | Computer and Technology |
VTEB Vanguard Tax-Exempt Bond ETF | $1,018,494 | $274,645 ▲ | 36.9% | 20,526 | 0.2% | ETF |
WSO Watsco | $957,638 | $15,249 ▼ | -1.6% | 1,884 | 0.2% | Construction |
VIG Vanguard Dividend Appreciation ETF | $950,752 | $188,948 ▼ | -16.6% | 4,901 | 0.2% | ETF |
AMZN Amazon.com | $882,997 | $132,421 ▼ | -13.0% | 4,641 | 0.2% | Retail/Wholesale |
ECL Ecolab | $843,208 | $56,028 ▼ | -6.2% | 3,326 | 0.2% | Basic Materials |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $832,177 | $23,391 ▼ | -2.7% | 21,666 | 0.2% | ETF |
BRK.A Berkshire Hathaway | $798,442 | | 0.0% | 1 | 0.2% | Finance |
RTX RTX | $737,803 | $87,821 ▼ | -10.6% | 5,570 | 0.2% | Aerospace |
CAT Caterpillar | $734,795 | $6,266 ▼ | -0.8% | 2,228 | 0.2% | Industrials |
NVDA NVIDIA | $699,298 | $54,192 ▲ | 8.4% | 6,452 | 0.2% | Computer and Technology |
VMC Vulcan Materials | $650,907 | $11,898 ▼ | -1.8% | 2,790 | 0.2% | Construction |
RODM Hartford Multifactor Developed Markets (ex-US) ETF | $633,815 | $93,777 ▼ | -12.9% | 20,452 | 0.1% | ETF |
EEM iShares MSCI Emerging Markets ETF | $626,254 | $10,750 ▼ | -1.7% | 14,331 | 0.1% | Finance |
VOO Vanguard S&P 500 ETF | $602,817 | $99,185 ▲ | 19.7% | 1,173 | 0.1% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $598,631 | | 0.0% | 9,869 | 0.1% | ETF |
IWR iShares Russell Mid-Cap ETF | $597,192 | | 0.0% | 7,020 | 0.1% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $571,849 | | 0.0% | 8,696 | 0.1% | ETF |
AMAT Applied Materials | $565,533 | | 0.0% | 3,897 | 0.1% | Computer and Technology |
SO Southern | $555,011 | | 0.0% | 6,036 | 0.1% | Utilities |
PEP PepsiCo | $553,941 | $750 ▼ | -0.1% | 3,694 | 0.1% | Consumer Staples |
BRK.B Berkshire Hathaway | $534,178 | | 0.0% | 1,003 | 0.1% | Finance |
JNJ Johnson & Johnson | $523,226 | $200,667 ▼ | -27.7% | 3,155 | 0.1% | Medical |
TMO Thermo Fisher Scientific | $519,495 | $14,430 ▼ | -2.7% | 1,044 | 0.1% | Medical |
FRME First Merchants | $463,079 | | 0.0% | 11,451 | 0.1% | Finance |
STE STERIS | $459,647 | $29,691 ▼ | -6.1% | 2,028 | 0.1% | Medical |
HEFA iShares Currency Hedged MSCI EAFE ETF | $456,238 | $8,891 ▼ | -1.9% | 12,572 | 0.1% | ETF |
XLB Materials Select Sector SPDR Fund | $456,146 | $22,098 ▼ | -4.6% | 5,305 | 0.1% | ETF |
HD Home Depot | $451,677 | $5,133 ▲ | 1.1% | 1,232 | 0.1% | Retail/Wholesale |
CSCO Cisco Systems | $450,113 | $29,991 ▼ | -6.2% | 7,294 | 0.1% | Computer and Technology |
NOC Northrop Grumman | $445,961 | | 0.0% | 871 | 0.1% | Aerospace |
IWO iShares Russell 2000 Growth ETF | $431,299 | | 0.0% | 1,688 | 0.1% | ETF |
ALC Alcon | $414,655 | | 0.0% | 4,368 | 0.1% | Medical |
DHR Danaher | $409,180 | $64,575 ▼ | -13.6% | 1,996 | 0.1% | Medical |
XLRE Real Estate Select Sector SPDR Fund | $404,774 | $30,551 ▼ | -7.0% | 9,672 | 0.1% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $388,618 | $23,808 ▼ | -5.8% | 3,085 | 0.1% | ETF |
VAW Vanguard Materials ETF | $385,964 | $4,721 ▼ | -1.2% | 2,044 | 0.1% | ETF |
MCD McDonald's | $358,601 | $14,681 ▼ | -3.9% | 1,148 | 0.1% | Retail/Wholesale |
HYDB iShares High Yield Bond Factor ETF | $357,234 | $167,268 ▲ | 88.1% | 7,586 | 0.1% | ETF |
SPTS SPDR Portfolio Short Term Treasury ETF | $332,888 | $17,456 ▲ | 5.5% | 11,385 | 0.1% | ETF |
XOM Exxon Mobil | $326,668 | $14,389 ▲ | 4.6% | 2,747 | 0.1% | Energy |
MRK Merck & Co., Inc. | $319,008 | $283,283 ▼ | -47.0% | 3,554 | 0.1% | Medical |
OXY Occidental Petroleum | $311,610 | $103,804 ▼ | -25.0% | 6,313 | 0.1% | Energy |
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund | $300,562 | | 0.0% | 36,924 | 0.1% | Financial Services |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $280,382 | $976 ▲ | 0.3% | 2,298 | 0.1% | ETF |
PAYX Paychex | $271,379 | $14,040 ▼ | -4.9% | 1,759 | 0.1% | Business Services |
VTI Vanguard Total Stock Market ETF | $236,762 | $2,200 ▲ | 0.9% | 861 | 0.1% | ETF |
GOOGL Alphabet | $234,555 | | 0.0% | 1,517 | 0.1% | Computer and Technology |
