BIV Vanguard Intermediate-Term Bond ETF | $55,436,359 | $176,896 ▲ | 0.3% | 718,274 | 11.3% | ETF |
IVV iShares Core S&P 500 ETF | $54,835,218 | $105,820 ▼ | -0.2% | 83,947 | 11.2% | ETF |
IEFA iShares Core MSCI EAFE ETF | $35,789,728 | $767,512 ▼ | -2.1% | 395,336 | 7.3% | ETF |
VO Vanguard Mid-Cap ETF | $31,038,763 | $90,749 ▲ | 0.3% | 108,081 | 6.3% | ETF |
BNDX Vanguard Total International Bond ETF | $18,426,569 | $1,426,846 ▼ | -7.2% | 383,487 | 3.7% | ETF |
SCHF Schwab International Equity ETF | $16,640,322 | $56,405 ▲ | 0.3% | 672,336 | 3.4% | ETF |
IJR iShares Core S&P Small-Cap ETF | $13,346,215 | $436,702 ▼ | -3.2% | 107,362 | 2.7% | ETF |
VUG Vanguard Growth ETF | $11,952,837 | $76,876 ▼ | -0.6% | 27,365 | 2.4% | ETF |
VV Vanguard Large-Cap ETF | $11,248,294 | $268,364 ▼ | -2.3% | 37,639 | 2.3% | ETF |
VTV Vanguard Value ETF | $10,852,782 | $48,854 ▲ | 0.5% | 55,315 | 2.2% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $10,008,568 | $170,798 ▼ | -1.7% | 185,172 | 2.0% | ETF |
GLD SPDR Gold Shares | $8,880,333 | $910,925 ▼ | -9.3% | 20,638 | 1.8% | Finance |
XLK Technology Select Sector SPDR Fund | $8,548,298 | $60,071 ▼ | -0.7% | 64,321 | 1.7% | ETF |
EFG iShares MSCI EAFE Growth ETF | $8,447,121 | $336,562 ▼ | -3.8% | 75,847 | 1.7% | ETF |
IAU iShares Gold Trust | $8,189,389 | $928,240 ▼ | -10.2% | 92,892 | 1.7% | Finance |
VOE Vanguard Mid-Cap Value ETF | $7,551,017 | $97,852 ▼ | -1.3% | 40,976 | 1.5% | ETF |
AAPL Apple | $6,797,811 | $95,426 ▼ | -1.4% | 26,785 | 1.4% | Computer and Technology |
IVW iShares S&P 500 Growth ETF | $6,599,715 | $50,560 ▼ | -0.8% | 58,348 | 1.3% | ETF |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $6,249,395 | $105,815 ▲ | 1.7% | 78,549 | 1.3% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $6,035,070 | $25,220 ▲ | 0.4% | 23,451 | 1.2% | ETF |
ISHARES BITCOIN TRUST ETF
| $5,636,745 | $441,868 ▲ | 8.5% | 146,714 | 1.1% | SHS BEN INT |
ISTB iShares Core 1-5 Year USD Bond ETF | $5,627,169 | $1,501,192 ▼ | -21.1% | 116,120 | 1.1% | Manufacturing |
TIP iShares TIPS Bond ETF | $5,268,065 | $91,820 ▲ | 1.8% | 47,735 | 1.1% | ETF |
IVE iShares S&P 500 Value ETF | $4,937,578 | $77,704 ▼ | -1.5% | 23,384 | 1.0% | ETF |
BSV Vanguard Short-Term Bond ETF | $4,916,458 | $891,599 ▼ | -15.4% | 62,702 | 1.0% | ETF |
EFV iShares MSCI EAFE Value ETF | $4,887,167 | $217,845 ▼ | -4.3% | 65,732 | 1.0% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $4,830,079 | $191,853 ▼ | -3.8% | 71,525 | 1.0% | ETF |
DSI iShares ESG MSCI KLD 400 ETF | $4,264,774 | $12,846 ▲ | 0.3% | 35,191 | 0.9% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $4,194,682 | $95,069 ▼ | -2.2% | 60,139 | 0.9% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $3,856,386 | $56,750 ▼ | -1.5% | 38,326 | 0.8% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $3,797,724 | $170,130 ▼ | -4.3% | 28,662 | 0.8% | ETF |
JPM JPMorgan Chase & Co. | $3,725,831 | | 0.0% | 12,666 | 0.8% | Finance |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $3,568,132 | $356,444 ▲ | 11.1% | 71,434 | 0.7% | Manufacturing |
VBR Vanguard Small-Cap Value ETF | $3,476,034 | $162,287 ▼ | -4.5% | 16,000 | 0.7% | ETF |
IWM iShares Russell 2000 ETF | $3,422,407 | $84,816 ▼ | -2.4% | 13,800 | 0.7% | Finance |
IWB iShares Russell 1000 ETF | $3,418,539 | $28,523 ▼ | -0.8% | 9,588 | 0.7% | ETF |
ABBV AbbVie | $3,193,465 | $3,915 ▼ | -0.1% | 14,683 | 0.6% | Medical |
VBK Vanguard Small-Cap Growth ETF | $2,854,350 | $139,635 ▼ | -4.7% | 9,444 | 0.6% | ETF |
MSFT Microsoft | $2,799,797 | $82,543 ▼ | -2.9% | 7,564 | 0.6% | Computer and Technology |
ESGD iShares ESG Aware MSCI EAFE ETF | $2,378,024 | $61,769 ▼ | -2.5% | 24,870 | 0.5% | Manufacturing |
SPY SPDR S&P 500 ETF Trust | $2,319,407 | $14,960 ▼ | -0.6% | 3,566 | 0.5% | Finance |
VEA Vanguard FTSE Developed Markets ETF | $2,212,894 | $81,895 ▼ | -3.6% | 34,533 | 0.5% | ETF |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $2,111,435 | $384,444 ▲ | 22.3% | 73,672 | 0.4% | ETF |
XLU Utilities Select Sector SPDR Fund | $2,017,044 | $11,702 ▼ | -0.6% | 43,954 | 0.4% | ETF |
CAT Caterpillar | $1,961,018 | $27,630 ▼ | -1.4% | 2,768 | 0.4% | Industrials |
VB Vanguard Small-Cap ETF | $1,855,191 | $523,843 ▼ | -22.0% | 7,083 | 0.4% | ETF |
SYK Stryker | $1,838,227 | $3,286 ▼ | -0.2% | 5,594 | 0.4% | Medical |
ESGU iShares ESG Aware MSCI USA ETF | $1,800,062 | $33,801 ▲ | 1.9% | 12,728 | 0.4% | Manufacturing |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $1,708,178 | $189,248 ▲ | 12.5% | 35,924 | 0.3% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $1,641,401 | $36,466 ▼ | -2.2% | 11,343 | 0.3% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $1,636,091 | $45,131 ▼ | -2.7% | 13,812 | 0.3% | ETF |
RTX RTX | $1,611,294 | | 0.0% | 8,353 | 0.3% | Aerospace |
MUB iShares National Muni Bond ETF | $1,573,037 | | 0.0% | 14,819 | 0.3% | ETF |
HYDB iShares High Yield Systematic Bond ETF | $1,540,718 | $568,483 ▲ | 58.5% | 33,119 | 0.3% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $1,335,036 | $311,508 ▲ | 30.4% | 26,760 | 0.3% | ETF |
VOO Vanguard S&P 500 ETF | $1,323,574 | $555,722 ▲ | 72.4% | 2,215 | 0.3% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $1,285,728 | | 0.0% | 10,035 | 0.3% | ETF |
ABT Abbott Laboratories | $1,172,172 | $92,402 ▼ | -7.3% | 11,417 | 0.2% | Medical |
NVDA NVIDIA | $1,142,821 | | 0.0% | 6,553 | 0.2% | Computer and Technology |
JNJ Johnson & Johnson | $1,085,314 | | 0.0% | 4,440 | 0.2% | Medical |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $1,064,111 | $3,809 ▼ | -0.4% | 22,631 | 0.2% | ETF |
VIG Vanguard Dividend Appreciation ETF | $1,045,844 | | 0.0% | 4,863 | 0.2% | ETF |
VMC Vulcan Materials | $1,043,999 | | 0.0% | 3,834 | 0.2% | Construction |
IBM International Business Machines | $1,027,217 | $242 ▲ | 0.0% | 4,238 | 0.2% | Computer and Technology |
DTE DTE Energy | $945,845 | | 0.0% | 6,469 | 0.2% | Utilities |
AMAT Applied Materials | $931,720 | | 0.0% | 2,726 | 0.2% | Computer and Technology |
ECL Ecolab | $884,783 | | 0.0% | 3,326 | 0.2% | Basic Materials |
WSO Watsco | $853,088 | $16,734 ▼ | -1.9% | 2,345 | 0.2% | Construction |
AMZN Amazon.com | $831,539 | $124,950 ▼ | -13.1% | 3,993 | 0.2% | Retail/Wholesale |
STE STERIS | $722,432 | | 0.0% | 3,267 | 0.1% | Medical |
BRK.A Berkshire Hathaway | $718,140 | | 0.0% | 1 | 0.1% | Finance |
TMO Thermo Fisher Scientific | $716,651 | | 0.0% | 1,458 | 0.1% | Medical |
SPLG SPDR Portfolio S&P 500 ETF | $688,507 | $5,894 ▲ | 0.9% | 8,995 | 0.1% | ETF |
IWR iShares Russell Mid-Cap ETF | $682,555 | | 0.0% | 7,020 | 0.1% | ETF |
EEM iShares MSCI Emerging Markets ETF | $622,291 | $41,342 ▼ | -6.2% | 10,958 | 0.1% | Finance |
SO Southern | $597,073 | | 0.0% | 6,186 | 0.1% | Utilities |
RODM Hartford Multifactor Developed Markets (ex-US) ETF | $590,963 | $44,980 ▼ | -7.1% | 14,991 | 0.1% | ETF |
CSCO Cisco Systems | $565,942 | | 0.0% | 7,294 | 0.1% | Computer and Technology |
DE Deere & Company | $560,484 | $216,871 ▼ | -27.9% | 995 | 0.1% | Industrials |
NOC Northrop Grumman | $554,662 | | 0.0% | 813 | 0.1% | Aerospace |
MRK Merck & Co., Inc. | $538,298 | | 0.0% | 4,475 | 0.1% | Medical |
VEU Vanguard FTSE All-World ex-US ETF | $536,886 | $77,202 ▼ | -12.6% | 7,149 | 0.1% | ETF |
HEFA iShares Currency Hedged MSCI EAFE ETF | $534,248 | | 0.0% | 12,572 | 0.1% | ETF |
BRK.B Berkshire Hathaway | $528,558 | | 0.0% | 1,103 | 0.1% | Finance |
XOM ExxonMobil | $514,497 | $21,034 ▼ | -3.9% | 3,033 | 0.1% | Energy |
PEP PepsiCo | $497,374 | $1,553 ▲ | 0.3% | 3,203 | 0.1% | Consumer Staples |
XLB Materials Select Sector SPDR Fund | $494,740 | $70,856 ▲ | 16.7% | 9,901 | 0.1% | ETF |
IWO iShares Russell 2000 Growth ETF | $477,889 | $48,322 ▼ | -9.2% | 1,523 | 0.1% | ETF |
MCD McDonald's | $439,768 | | 0.0% | 1,415 | 0.1% | Retail/Wholesale |
GOOGL Alphabet | $436,291 | | 0.0% | 1,517 | 0.1% | Computer and Technology |
SPTS SPDR Portfolio Short Term Treasury ETF | $429,427 | $6,361 ▼ | -1.5% | 14,716 | 0.1% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $425,270 | $7,578 ▼ | -1.8% | 2,918 | 0.1% | ETF |
DTM DT Midstream | $418,420 | | 0.0% | 3,107 | 0.1% | Energy |
VTI Vanguard Total Stock Market ETF | $416,817 | $23,745 ▲ | 6.0% | 1,299 | 0.1% | ETF |
OXY Occidental Petroleum | $406,185 | | 0.0% | 6,249 | 0.1% | Energy |
HD Home Depot | $399,287 | $33,219 ▼ | -7.7% | 1,214 | 0.1% | Retail/Wholesale |
VAW Vanguard Materials ETF | $391,903 | $30,424 ▼ | -7.2% | 1,739 | 0.1% | ETF |
COST Costco Wholesale | $376,777 | $28,906 ▼ | -7.1% | 378 | 0.1% | Retail/Wholesale |
HOLX Hologic | $366,688 | | 0.0% | 4,851 | 0.1% | Medical |
IDXX IDEXX Laboratories | $343,315 | | 0.0% | 611 | 0.1% | Medical |
