IVV iShares Core S&P 500 ETF | $62,206,109 | $661,273 â–¼ | -1.1% | 83,064 | 11.6% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $56,037,633 | $946,018 â–² | 1.7% | 730,608 | 10.5% | ETF |
IEFA iShares Core MSCI EAFE ETF | $38,250,684 | $69,151 â–² | 0.2% | 396,052 | 7.2% | ETF |
VO Vanguard Mid-Cap ETF | $35,009,670 | $26,301,586 â–² | 302.0% | 434,525 | 6.6% | ETF |
SCHF Schwab International Equity ETF | $18,617,937 | $5,762 â–¼ | 0.0% | 672,128 | 3.5% | ETF |
BNDX Vanguard Total International Bond ETF | $18,454,355 | $117,927 â–¼ | -0.6% | 381,052 | 3.5% | ETF |
IJR iShares Core S&P Small-Cap ETF | $15,458,477 | $464,358 â–¼ | -2.9% | 104,231 | 2.9% | ETF |
VUG Vanguard Growth ETF | $14,120,436 | $11,763,211 â–² | 499.0% | 163,924 | 2.6% | ETF |
VV Vanguard Large-Cap ETF | $12,535,320 | $409,258 â–¼ | -3.2% | 36,449 | 2.3% | ETF |
XLK Technology Select Sector SPDR Fund | $12,337,397 | $82,877 â–² | 0.7% | 64,756 | 2.3% | ETF |
VTV Vanguard Value ETF | $11,988,103 | $66,687 â–¼ | -0.6% | 55,009 | 2.2% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $10,754,831 | $298,092 â–¼ | -2.7% | 180,178 | 2.0% | ETF |
EFG iShares MSCI EAFE Growth ETF | $9,116,614 | $320,257 â–¼ | -3.4% | 73,273 | 1.7% | ETF |
IVW iShares S&P 500 Growth ETF | $7,881,309 | $143,307 â–¼ | -1.8% | 57,306 | 1.5% | ETF |
AAPL Apple | $7,729,910 | $20,544 â–¼ | -0.3% | 26,714 | 1.4% | Technology |
GLD SPDR Gold Shares | $7,601,528 | $1,105 â–¼ | 0.0% | 20,635 | 1.4% | ETF |
VOE Vanguard Mid-Cap Value ETF | $7,554,414 | $542,410 â–¼ | -6.7% | 38,231 | 1.4% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $7,186,270 | $3,369 â–² | 0.0% | 23,462 | 1.3% | ETF |
IAU iShares Gold Trust | $6,886,794 | $127,461 â–¼ | -1.8% | 91,204 | 1.3% | ETF |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $6,464,979 | $183,450 â–² | 2.9% | 80,843 | 1.2% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $5,334,938 | $180,360 â–¼ | -3.3% | 69,186 | 1.0% | ETF |
TIP iShares TIPS Bond ETF | $5,299,253 | $75,616 â–² | 1.4% | 48,426 | 1.0% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $5,195,941 | $406,844 â–¼ | -7.3% | 107,688 | 1.0% | ETF |
IVE iShares S&P 500 Value ETF | $4,944,337 | $365,347 â–¼ | -6.9% | 21,775 | 0.9% | ETF |
DSI iShares ESG MSCI KLD 400 ETF | $4,940,763 | $70,055 â–¼ | -1.4% | 34,699 | 0.9% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $4,927,897 | $54,012 â–¼ | -1.1% | 59,487 | 0.9% | ETF |
EFV iShares MSCI EAFE Value ETF | $4,908,204 | $123,551 â–¼ | -2.5% | 64,118 | 0.9% | ETF |
ISHARES BITCOIN TRUST ETF
| $4,888,720 | $4,627 â–² | 0.1% | 146,853 | 0.9% | SHS BEN INT |
IJK iShares S&P Mid-Cap 400 Growth ETF | $4,392,877 | $110,451 â–¼ | -2.5% | 37,386 | 0.8% | ETF |
BSV Vanguard Short-Term Bond ETF | $4,147,450 | $737,650 â–¼ | -15.1% | 53,234 | 0.8% | ETF |
JPM JPMorgan Chase & Co. | $4,145,962 | | 0.0% | 12,666 | 0.8% | Finance |
IJJ iShares S&P Mid-Cap 400 Value ETF | $4,141,454 | $92,774 â–¼ | -2.2% | 28,034 | 0.8% | ETF |
IWM iShares Russell 2000 ETF | $3,945,912 | $200,405 â–¼ | -4.8% | 13,133 | 0.7% | ETF |
VBR Vanguard Small-Cap Value ETF | $3,784,064 | $103,756 â–¼ | -2.7% | 15,573 | 0.7% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $3,757,679 | $169,527 â–² | 4.7% | 74,809 | 0.7% | ETF |
ABBV AbbVie | $3,665,457 | $29,442 â–¼ | -0.8% | 14,566 | 0.7% | Healthcare |
IWB iShares Russell 1000 ETF | $3,369,879 | $556,528 â–¼ | -14.2% | 8,229 | 0.6% | ETF |
VBK Vanguard Small-Cap Growth ETF | $3,327,167 | $126,533 â–¼ | -3.7% | 9,098 | 0.6% | ETF |
CAT Caterpillar | $2,934,865 | $12,779 â–¼ | -0.4% | 2,756 | 0.5% | Industrials |
MSFT Microsoft | $2,821,409 | | 0.0% | 7,564 | 0.5% | Technology |
SPY SPDR S&P 500 ETF Trust | $2,756,025 | $93,336 â–² | 3.5% | 3,691 | 0.5% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $2,499,043 | $57,883 â–¼ | -2.3% | 24,307 | 0.5% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $2,309,994 | $150,480 â–¼ | -6.1% | 32,421 | 0.4% | ETF |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $2,301,899 | $210,342 â–² | 10.1% | 81,081 | 0.4% | ETF |
VB Vanguard Small-Cap ETF | $2,117,702 | $29,404 â–¼ | -1.4% | 6,986 | 0.4% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $2,061,907 | $21,277 â–¼ | -1.0% | 12,598 | 0.4% | ETF |
AMAT Applied Materials | $1,970,898 | | 0.0% | 2,726 | 0.4% | Technology |
XLU Utilities Select Sector SPDR Fund | $1,966,998 | $25,889 â–¼ | -1.3% | 43,383 | 0.4% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $1,946,896 | $78,940 â–¼ | -3.9% | 10,901 | 0.4% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $1,837,121 | $50,708 â–¼ | -2.7% | 13,441 | 0.3% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $1,769,055 | $65,900 â–² | 3.9% | 37,314 | 0.3% | ETF |
VOO Vanguard S&P 500 ETF | $1,766,335 | $245,172 â–² | 16.1% | 2,572 | 0.3% | ETF |
SYK Stryker | $1,761,315 | | 0.0% | 5,594 | 0.3% | Healthcare |
HYDB iShares High Yield Systematic Bond ETF | $1,729,298 | $180,301 â–² | 11.6% | 36,974 | 0.3% | ETF |
MUB iShares National Muni Bond ETF | $1,594,821 | | 0.0% | 14,819 | 0.3% | ETF |
RTX RTX | $1,584,815 | | 0.0% | 8,353 | 0.3% | Industrials |
IWP iShares Russell Mid-Cap Growth ETF | $1,469,274 | | 0.0% | 10,035 | 0.3% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $1,370,596 | $17,096 â–² | 1.3% | 27,098 | 0.3% | ETF |
NVDA NVIDIA | $1,321,169 | $10,004 â–² | 0.8% | 6,603 | 0.2% | Technology |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $1,224,497 | $41,277 â–¼ | -3.3% | 21,893 | 0.2% | ETF |
IBM International Business Machines | $1,191,835 | | 0.0% | 4,238 | 0.2% | Technology |
VIG Vanguard Dividend Appreciation ETF | $1,150,691 | | 0.0% | 4,863 | 0.2% | ETF |
VMC Vulcan Materials | $1,131,069 | | 0.0% | 3,834 | 0.2% | Materials |
JNJ Johnson & Johnson | $1,127,627 | | 0.0% | 4,440 | 0.2% | Healthcare |
DTE DTE Energy | $985,627 | | 0.0% | 6,469 | 0.2% | Utilities |
MRVL Marvell Technology | $977,378 | | 0.0% | 3,281 | 0.2% | Technology |
WSO Watsco | $919,724 | $57,509 â–¼ | -5.9% | 2,207 | 0.2% | Industrials |
ECL Ecolab | $918,856 | $7,801 â–¼ | -0.8% | 3,298 | 0.2% | Materials |
ABT Abbott Laboratories | $918,471 | $117,508 â–¼ | -11.3% | 10,122 | 0.2% | Healthcare |
INTC Intel | $894,750 | $50,546 â–¼ | -5.3% | 6,408 | 0.2% | Technology |
CSCO Cisco Systems | $856,754 | | 0.0% | 7,294 | 0.2% | Technology |
AMZN Amazon.com | $844,344 | $107,241 â–¼ | -11.3% | 3,543 | 0.2% | Consumer Discretionary |
SPLG SPDR Portfolio S&P 500 ETF | $796,247 | $5,800 â–² | 0.7% | 9,061 | 0.1% | ETF |
IWR iShares Russell Mid-Cap ETF | $774,447 | | 0.0% | 7,020 | 0.1% | ETF |
BRK.A Berkshire Hathaway | $748,850 | | 0.0% | 1 | 0.1% | Finance |
EEM iShares MSCI Emerging Markets ETF | $738,367 | $11,288 â–¼ | -1.5% | 10,793 | 0.1% | ETF |
STE STERIS | $687,933 | | 0.0% | 3,267 | 0.1% | Healthcare |
TMO Thermo Fisher Scientific | $685,861 | $45,122 â–¼ | -6.2% | 1,368 | 0.1% | Healthcare |
BRK.B Berkshire Hathaway | $647,005 | $95,074 â–² | 17.2% | 1,293 | 0.1% | Finance |
DE Deere & Company | $631,159 | | 0.0% | 995 | 0.1% | Industrials |
AMD Advanced Micro Devices | $595,433 | | 0.0% | 1,025 | 0.1% | Technology |
IWO iShares Russell 2000 Growth ETF | $594,825 | $5,121 â–¼ | -0.9% | 1,510 | 0.1% | ETF |
SO Southern | $592,063 | | 0.0% | 6,186 | 0.1% | Utilities |
HEFA iShares Currency Hedged MSCI EAFE ETF | $589,942 | | 0.0% | 12,572 | 0.1% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $579,713 | $19,011 â–¼ | -3.2% | 6,922 | 0.1% | ETF |
RODM Hartford Multifactor Developed Markets (ex-US) ETF | $561,431 | $44,371 â–¼ | -7.3% | 13,893 | 0.1% | ETF |
GOOGL Alphabet | $536,133 | $6,076 â–¼ | -1.1% | 1,500 | 0.1% | Communication Services |
MRK Merck & Co., Inc. | $533,789 | $41,249 â–¼ | -7.2% | 4,154 | 0.1% | Healthcare |
XLB Materials Select Sector SPDR Fund | $515,704 | $12,453 â–² | 2.5% | 10,146 | 0.1% | ETF |
SPTS SPDR Portfolio Short Term Treasury ETF | $499,019 | $72,117 â–² | 16.9% | 17,202 | 0.1% | ETF |
VTI Vanguard Total Stock Market ETF | $471,650 | $8,878 â–¼ | -1.8% | 1,275 | 0.1% | ETF |
QQQ Invesco QQQ | $468,351 | $258,477 â–² | 123.2% | 636 | 0.1% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $457,095 | $23,209 â–¼ | -4.8% | 2,777 | 0.1% | ETF |
DTM DT Midstream | $450,786 | $5,136 â–¼ | -1.1% | 3,072 | 0.1% | Energy |
PEP PepsiCo | $434,417 | $677 â–² | 0.2% | 3,208 | 0.1% | Consumer Staples |
HD Home Depot | $428,228 | | 0.0% | 1,214 | 0.1% | Consumer Discretionary |
NOC Northrop Grumman | $414,070 | | 0.0% | 813 | 0.1% | Industrials |
XOM ExxonMobil | $404,292 | $10,391 â–¼ | -2.5% | 2,957 | 0.1% | Energy |
VAW Vanguard Materials ETF | $398,076 | $229 â–² | 0.1% | 1,740 | 0.1% | ETF |
CRDO Credo Technology Group | $391,065 | $46,504 â–¼ | -10.6% | 1,438 | 0.1% | Technology |
