IVV iShares Core S&P 500 ETF | $40,797,944 | $1,553,016 ▲ | 4.0% | 77,602 | 10.3% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $37,890,576 | $3,462,742 ▲ | 10.1% | 502,528 | 9.6% | ETF |
IEFA iShares Core MSCI EAFE ETF | $32,372,168 | $154,378 ▲ | 0.5% | 436,165 | 8.2% | ETF |
BNDX Vanguard Total International Bond ETF | $25,763,601 | $865,301 ▼ | -3.2% | 523,757 | 6.5% | ETF |
VO Vanguard Mid-Cap ETF | $25,734,563 | $163,408 ▼ | -0.6% | 102,996 | 6.5% | ETF |
IJR iShares Core S&P Small-Cap ETF | $11,298,136 | $56,034 ▼ | -0.5% | 102,227 | 2.9% | ETF |
SCHF Schwab International Equity ETF | $11,153,885 | $136,804 ▲ | 1.2% | 285,850 | 2.8% | ETF |
VUG Vanguard Growth ETF | $10,199,678 | $124,945 ▼ | -1.2% | 29,633 | 2.6% | ETF |
VV Vanguard Large-Cap ETF | $9,514,822 | $113,166 ▲ | 1.2% | 39,685 | 2.4% | ETF |
EFG iShares MSCI EAFE Growth ETF | $9,061,346 | $239,131 ▼ | -2.6% | 87,305 | 2.3% | ETF |
VTV Vanguard Value ETF | $8,918,556 | $32,083 ▲ | 0.4% | 54,762 | 2.3% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $8,600,583 | | 0.0% | 205,903 | 2.2% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $8,300,609 | $191,041 ▲ | 2.4% | 174,971 | 2.1% | Manufacturing |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $6,767,264 | $478,351 ▼ | -6.6% | 87,061 | 1.7% | ETF |
VOE Vanguard Mid-Cap Value ETF | $6,731,351 | $296,226 ▼ | -4.2% | 43,175 | 1.7% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $6,243,530 | $107,757 ▼ | -1.7% | 26,479 | 1.6% | ETF |
IAU iShares Gold Trust | $6,065,254 | $50,328 ▼ | -0.8% | 144,376 | 1.5% | Finance |
BSV Vanguard Short-Term Bond ETF | $6,003,466 | $338,727 ▲ | 6.0% | 78,303 | 1.5% | ETF |
TIP iShares TIPS Bond ETF | $5,865,715 | $164,551 ▼ | -2.7% | 54,611 | 1.5% | ETF |
XLK Technology Select Sector SPDR Fund | $5,824,639 | $167,656 ▲ | 3.0% | 27,967 | 1.5% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $5,645,546 | $4,535,400 ▲ | 408.5% | 92,946 | 1.4% | ETF |
GLD SPDR Gold Shares | $5,644,729 | $98,951 ▲ | 1.8% | 27,439 | 1.4% | Finance |
IVW iShares S&P 500 Growth ETF | $5,365,485 | $107,492 ▼ | -2.0% | 63,542 | 1.4% | ETF |
IVE iShares S&P 500 Value ETF | $4,579,217 | $110,217 ▲ | 2.5% | 24,513 | 1.2% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $4,057,314 | $391,095 ▼ | -8.8% | 44,464 | 1.0% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $3,965,578 | $175,905 ▼ | -4.2% | 76,852 | 1.0% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $3,854,853 | $62,457 ▼ | -1.6% | 32,588 | 1.0% | ETF |
DSI iShares MSCI KLD 400 Social ETF | $3,797,333 | $15,928 ▼ | -0.4% | 37,668 | 1.0% | ETF |
IWM iShares Russell 2000 ETF | $3,579,488 | $35,961 ▼ | -1.0% | 17,021 | 0.9% | Finance |
VBR Vanguard Small-Cap Value ETF | $3,576,221 | $246,371 ▼ | -6.4% | 18,638 | 0.9% | ETF |
EFV iShares MSCI EAFE Value ETF | $3,259,431 | $253,178 ▲ | 8.4% | 59,916 | 0.8% | ETF |
XLU Utilities Select Sector SPDR Fund | $3,249,520 | $139,637 ▲ | 4.5% | 49,498 | 0.8% | ETF |
IWB iShares Russell 1000 ETF | $3,043,325 | $16,706 ▼ | -0.5% | 10,566 | 0.8% | ETF |
VBK Vanguard Small-Cap Growth ETF | $2,986,542 | $123,581 ▼ | -4.0% | 11,455 | 0.8% | ETF |
VB Vanguard Small-Cap ETF | $2,761,241 | $226,312 ▼ | -7.6% | 12,079 | 0.7% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $2,640,205 | $45,468 ▼ | -1.7% | 33,040 | 0.7% | Manufacturing |
VEA Vanguard FTSE Developed Markets Index Fund ETF Shares | $2,465,229 | $271,568 ▼ | -9.9% | 49,138 | 0.6% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $2,373,055 | $177,577 ▼ | -7.0% | 49,552 | 0.6% | Manufacturing |
MSFT Microsoft | $2,054,166 | $421 ▲ | 0.0% | 4,883 | 0.5% | Computer and Technology |
AAPL Apple | $1,941,571 | $2,915 ▲ | 0.2% | 11,322 | 0.5% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $1,707,977 | $54,927 ▼ | -3.1% | 3,265 | 0.4% | Finance |
IJT iShares S&P Small-Cap 600 Growth ETF | $1,641,713 | $131 ▲ | 0.0% | 12,558 | 0.4% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $1,525,302 | $2,055 ▲ | 0.1% | 14,843 | 0.4% | ETF |
XLV Health Care Select Sector SPDR Fund | $1,501,233 | $70,615 ▲ | 4.9% | 10,162 | 0.4% | ETF |
AMZN Amazon.com | $1,288,964 | $108,225 ▼ | -7.7% | 7,146 | 0.3% | Retail/Wholesale |
IWP iShares Russell Mid-Cap Growth ETF | $1,249,415 | | 0.0% | 10,946 | 0.3% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $1,105,638 | $659,787 ▲ | 148.0% | 23,494 | 0.3% | ETF |
VIG Vanguard Dividend Appreciation Index Fund ETF Shares | $1,072,840 | | 0.0% | 5,875 | 0.3% | ETF |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $966,352 | $16,913 ▲ | 1.8% | 23,997 | 0.2% | ETF |
RODM Hartford Multifactor Developed Markets (ex-US) ETF | $886,633 | $1,445,661 ▼ | -62.0% | 31,665 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $823,233 | | 0.0% | 4,110 | 0.2% | Finance |
IBM International Business Machines | $813,403 | $191 ▲ | 0.0% | 4,260 | 0.2% | Computer and Technology |
AMAT Applied Materials | $777,281 | $131,575 ▲ | 20.4% | 3,769 | 0.2% | Computer and Technology |
ESGU iShares ESG Aware MSCI USA ETF | $771,460 | $68,628 ▲ | 9.8% | 6,711 | 0.2% | Manufacturing |
ABBV AbbVie | $769,737 | | 0.0% | 4,227 | 0.2% | Medical |
VEU Vanguard FTSE All-World ex-US ETF | $667,884 | $14,603 ▼ | -2.1% | 11,388 | 0.2% | ETF |
EEM iShares MSCI Emerging Markets ETF | $650,983 | $10,105 ▼ | -1.5% | 15,847 | 0.2% | Finance |
PEP PepsiCo | $643,899 | $525 ▲ | 0.1% | 3,679 | 0.2% | Consumer Staples |
BRK.A Berkshire Hathaway | $634,440 | | 0.0% | 1 | 0.2% | Finance |
HEFA iShares Currency Hedged MSCI EAFE ETF | $598,785 | | 0.0% | 17,167 | 0.2% | ETF |
IWR iShares Russell Mid-Cap ETF | $590,312 | | 0.0% | 7,020 | 0.1% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $584,289 | | 0.0% | 9,496 | 0.1% | ETF |
XLB Materials Select Sector SPDR Fund | $547,302 | $7,245 ▼ | -1.3% | 5,892 | 0.1% | ETF |
OXY Occidental Petroleum | $542,797 | | 0.0% | 8,352 | 0.1% | Oils/Energy |
MCD McDonald's | $501,026 | | 0.0% | 1,777 | 0.1% | Retail/Wholesale |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $490,652 | | 0.0% | 17,411 | 0.1% | ETF |
HD Home Depot | $465,260 | | 0.0% | 1,213 | 0.1% | Retail/Wholesale |
NVDA NVIDIA | $463,370 | $1,807 ▲ | 0.4% | 513 | 0.1% | Computer and Technology |
IWO iShares Russell 2000 Growth ETF | $461,677 | $542 ▼ | -0.1% | 1,705 | 0.1% | ETF |
VOO Vanguard S&P 500 ETF | $452,694 | $20,184 ▲ | 4.7% | 942 | 0.1% | ETF |
ABT Abbott Laboratories | $451,231 | | 0.0% | 3,970 | 0.1% | Medical |
SO Southern | $433,023 | | 0.0% | 6,036 | 0.1% | Utilities |
VAW Vanguard Materials ETF | $421,997 | $204 ▲ | 0.0% | 2,064 | 0.1% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $418,979 | | 0.0% | 3,343 | 0.1% | ETF |
NOC Northrop Grumman | $416,913 | $27,762 ▲ | 7.1% | 871 | 0.1% | Aerospace |
BRK.B Berkshire Hathaway | $414,213 | | 0.0% | 985 | 0.1% | Finance |
XLRE Real Estate Select Sector SPDR Fund | $411,192 | $25,734 ▼ | -5.9% | 10,402 | 0.1% | ETF |
FRME First Merchants | $399,640 | $375,175 ▲ | 1,533.5% | 11,451 | 0.1% | Finance |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $326,530 | $25,251 ▼ | -7.2% | 2,832 | 0.1% | ETF |
EFA iShares MSCI EAFE ETF | $309,850 | $63,966 ▼ | -17.1% | 3,880 | 0.1% | Finance |
COIN Coinbase Global | $302,768 | | 0.0% | 1,142 | 0.1% | Finance |
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund | $301,300 | | 0.0% | 36,924 | 0.1% | Financial Services |
JNJ Johnson & Johnson | $298,347 | | 0.0% | 1,886 | 0.1% | Medical |
ESGE iShares ESG Aware MSCI EM ETF | $291,295 | | 0.0% | 9,038 | 0.1% | Manufacturing |
XOM Exxon Mobil | $281,659 | $116 ▲ | 0.0% | 2,423 | 0.1% | Oils/Energy |
SYK Stryker | $266,825 | | 0.0% | 746 | 0.1% | Medical |
MRK Merck & Co., Inc. | $257,435 | | 0.0% | 1,951 | 0.1% | Medical |
VNQ Vanguard Real Estate ETF | $252,695 | $19,199 ▼ | -7.1% | 2,922 | 0.1% | ETF |
ODFL Old Dominion Freight Line | $219,310 | $109,655 ▲ | 100.0% | 1,000 | 0.1% | Transportation |
VTI Vanguard Total Stock Market ETF | $207,484 | $2,860 ▲ | 1.4% | 798 | 0.1% | ETF |
GOOGL Alphabet | $206,590 | $24,145 ▼ | -10.5% | 1,369 | 0.1% | Computer and Technology |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $205,129 | | 0.0% | 4,766 | 0.1% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $201,315 | $9,916 ▲ | 5.2% | 3,979 | 0.1% | ETF |
ABR Arbor Realty Trust | $185,832 | | 0.0% | 14,025 | 0.0% | Finance |
AEP American Electric Power | $181,585 | | 0.0% | 2,109 | 0.0% | Utilities |
AMD Advanced Micro Devices | $180,490 | | 0.0% | 1,000 | 0.0% | Computer and Technology |
YUM Yum! Brands | $174,635 | $416 ▲ | 0.2% | 1,260 | 0.0% | Retail/Wholesale |
LLY Eli Lilly and Company | $170,374 | $15,559 ▼ | -8.4% | 219 | 0.0% | Medical |
ACLS Axcelis Technologies | $161,370 | | 0.0% | 1,447 | 0.0% | Computer and Technology |
DVY iShares Select Dividend ETF | $157,794 | | 0.0% | 1,281 | 0.0% | ETF |
