DFAU Dimensional US Core Equity Market ETF | $43,449 | $135 ▼ | -0.3% | 962,980 | 15.1% | ETF |
ESGV Vanguard ESG U.S. Stock ETF | $18,702 | $911 ▼ | -4.6% | 166,585 | 6.5% | ETF |
DFIV Dimensional International Value ETF | $16,935 | $607 ▼ | -3.5% | 320,867 | 5.9% | ETF |
JCPB JPMorgan Core Plus Bond ETF | $16,288 | $590 ▲ | 3.8% | 345,985 | 5.7% | ETF |
VUG Vanguard Growth ETF | $13,889 | $40 ▼ | -0.3% | 31,799 | 4.8% | ETF |
USXF iShares ESG Advanced MSCI USA ETF | $12,573 | $767 ▼ | -5.7% | 227,786 | 4.4% | Manufacturing |
JPIB JPMorgan International Bond Opportunities ETF | $11,600 | $3,529 ▲ | 43.7% | 242,579 | 4.0% | ETF |
PGIM ROCK ETF TR
| $10,183 | $503 ▲ | 5.2% | 351,152 | 3.5% | LADDERED S&P 500 |
VSGX Vanguard ESG International Stock ETF | $9,580 | $333 ▲ | 3.6% | 133,556 | 3.3% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $8,944 | $372 ▼ | -4.0% | 263,308 | 3.1% | ETF |
CMF iShares California Muni Bond ETF | $8,748 | $199 ▼ | -2.2% | 153,857 | 3.0% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $7,700 | $604 ▼ | -7.3% | 152,150 | 2.7% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $6,767 | $715 ▼ | -9.6% | 76,502 | 2.4% | ETF |
2023 ETF SERIES TRUST II
| $6,441 | $286 ▼ | -4.3% | 178,032 | 2.2% | GMO US QUALITY E |
AAPL Apple | $6,158 | $44 ▼ | -0.7% | 24,264 | 2.1% | Computer and Technology |
DIHP Dimensional International High Profitability ETF | $5,712 | $673 ▲ | 13.4% | 177,303 | 2.0% | ETF |
DMXF iShares ESG Advanced MSCI EAFE ETF | $5,679 | $143 ▼ | -2.4% | 75,280 | 2.0% | Manufacturing |
JIRE JPMorgan International Research Enhanced Equity ETF | $5,606 | $251 ▼ | -4.3% | 74,025 | 1.9% | ETF |
DUHP Dimensional US High Profitability ETF | $5,532 | $635 ▲ | 13.0% | 150,502 | 1.9% | ETF |
ACWV iShares MSCI Global Min Vol Factor ETF | $5,322 | $52 ▼ | -1.0% | 44,539 | 1.9% | ETF |
DFUS Dimensional U.S. Equity ETF | $5,101 | $91 ▲ | 1.8% | 71,943 | 1.8% | ETF |
CAPITAL GRP FIXED INCM ETF T
| $5,016 | $362 ▲ | 7.8% | 190,872 | 1.7% | SHORT DURATION M |
VV Vanguard Large-Cap ETF | $4,174 | | 0.0% | 13,968 | 1.5% | ETF |
DFAI Dimensional International Core Equity Market ETF | $3,513 | $874 ▲ | 33.1% | 90,186 | 1.2% | ETF |
JMUB JPMorgan Municipal ETF | $2,551 | $177 ▼ | -6.5% | 51,033 | 0.9% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $2,412 | $15 ▼ | -0.6% | 52,840 | 0.8% | ETF |
BRK.B Berkshire Hathaway | $2,337 | $24 ▲ | 1.1% | 4,878 | 0.8% | Finance |
IWF iShares Russell 1000 Growth ETF | $1,916 | $11 ▼ | -0.6% | 4,494 | 0.7% | ETF |
DFSU Dimensional US Sustainability Core 1 ETF | $1,904 | $49 ▲ | 2.7% | 46,359 | 0.7% | ETF |
VTI Vanguard Total Stock Market ETF | $1,843 | $53 ▼ | -2.8% | 5,745 | 0.6% | ETF |
TDVG T. Rowe Price Dividend Growth ETF | $1,837 | $56 ▼ | -2.9% | 41,161 | 0.6% | ETF |
VBK Vanguard Small-Cap Growth ETF | $1,735 | $7 ▲ | 0.4% | 5,740 | 0.6% | ETF |
BILZ PIMCO Ultra Short Government Active ETF | $1,521 | $783 ▲ | 106.2% | 15,068 | 0.5% | ETF |
HYXF iShares ESG Advanced High Yield Corporate Bond ETF | $1,364 | $81 ▼ | -5.6% | 29,454 | 0.5% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $1,318 | $20 ▲ | 1.6% | 18,537 | 0.5% | ETF |
CAPITAL GRP FIXED INCM ETF T
| $1,278 | $11 ▼ | -0.9% | 50,510 | 0.4% | MUNICIPAL HIGH I |
VXUS Vanguard Total International Stock ETF | $1,233 | $230 ▼ | -15.7% | 15,993 | 0.4% | ETF |
INMU iShares Intermediate Muni Income Active ETF | $1,208 | $1,051 ▲ | 667.5% | 50,552 | 0.4% | ETF |
PYLD PIMCO Multi Sector Bond Active ETF | $1,050 | $110 ▲ | 11.7% | 40,092 | 0.4% | ETF |
DFSI Dimensional International Sustainability Core 1 ETF | $969 | $33 ▲ | 3.5% | 22,868 | 0.3% | ETF |
GOOGL Alphabet | $863 | $10 ▲ | 1.2% | 3,002 | 0.3% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $823 | $128 ▼ | -13.4% | 1,378 | 0.3% | ETF |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $723 | | 0.0% | 15,384 | 0.3% | ETF |
PALANTIR TECHNOLOGIES INC
| $591 | | 0.0% | 4,041 | 0.2% | CL A |
MSFT Microsoft | $528 | $7 ▲ | 1.3% | 1,427 | 0.2% | Computer and Technology |
JAVA JPMorgan Active Value ETF | $528 | | 0.0% | 7,360 | 0.2% | ETF |
NVDA NVIDIA | $516 | $70 ▼ | -12.0% | 2,959 | 0.2% | Computer and Technology |
UNP Union Pacific | $444 | | 0.0% | 1,833 | 0.2% | Transportation |
TSLA Tesla | $442 | $10 ▼ | -2.1% | 1,191 | 0.2% | Auto/Tires/Trucks |
EUSB iShares ESG Advanced Total USD Bond Market ETF | $384 | $16 ▲ | 4.3% | 8,850 | 0.1% | ETF |
NUSA Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF | $375 | $37 ▼ | -9.0% | 16,108 | 0.1% | ETF |
LNT Alliant Energy | $373 | | 0.0% | 5,200 | 0.1% | Utilities |
AMZN Amazon.com | $359 | $20 ▲ | 5.8% | 1,728 | 0.1% | Retail/Wholesale |
GOOG Alphabet | $356 | | 0.0% | 1,243 | 0.1% | Computer and Technology |
GLACIER BANCORP INC NEW
| $338 | | 0.0% | 7,575 | 0.1% | COM |
DIS Walt Disney | $332 | | 0.0% | 3,451 | 0.1% | Consumer Discretionary |
VIG Vanguard Dividend Appreciation ETF | $308 | $64 ▲ | 26.3% | 1,434 | 0.1% | ETF |
BMRC Bank of Marin Bancorp | $307 | | 0.0% | 12,000 | 0.1% | Finance |
CRWD CrowdStrike | $291 | | 0.0% | 746 | 0.1% | Computer and Technology |
WFC Wells Fargo & Company | $288 | | 0.0% | 3,624 | 0.1% | Finance |
MRK Merck & Co., Inc. | $273 | | 0.0% | 2,271 | 0.1% | Medical |
JNJ Johnson & Johnson | $256 | $2 ▲ | 1.0% | 1,050 | 0.1% | Medical |
SPY SPDR S&P 500 ETF Trust | $232 | | 0.0% | 357 | 0.1% | Finance |
PFE Pfizer | $230 | | 0.0% | 8,221 | 0.1% | Medical |
ABBV AbbVie | $227 | | 0.0% | 1,046 | 0.1% | Medical |
ORCL Oracle | $226 | $180 ▼ | -44.3% | 1,541 | 0.1% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $217 | $1 ▲ | 0.6% | 333 | 0.1% | ETF |
IWB iShares Russell 1000 ETF | $207 | | 0.0% | 582 | 0.1% | ETF |
IWM iShares Russell 2000 ETF | $200 | | 0.0% | 807 | 0.1% | Finance |
BA Boeing | $199 | | 0.0% | 1,000 | 0.1% | Aerospace |
PGIM ROCK ETF TR
| $174 | $97 ▲ | 127.1% | 5,878 | 0.1% | LADDERED S&P 500 |
V Visa | $174 | $17 ▲ | 10.5% | 578 | 0.1% | Business Services |
META Meta Platforms | $169 | $9 ▲ | 5.7% | 296 | 0.1% | Computer and Technology |
BAC Bank of America | $168 | | 0.0% | 3,458 | 0.1% | Finance |
TSPA T. Rowe Price U.S. Equity Research ETF | $153 | | 0.0% | 3,741 | 0.1% | Manufacturing |
TEQI T. Rowe Price Equity Income ETF | $144 | | 0.0% | 3,219 | 0.1% | ETF |
GDX VanEck Gold Miners ETF | $137 | | 0.0% | 1,500 | 0.0% | ETF |
TBUX T. Rowe Price Ultra Short-Term Bond ETF | $136 | $40 ▼ | -22.7% | 2,736 | 0.0% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $128 | | 0.0% | 1,682 | 0.0% | ETF |
TCAF T. Rowe Price Capital Appreciation Equity ETF | $124 | | 0.0% | 3,503 | 0.0% | ETF |
QQQ Invesco QQQ | $121 | | 0.0% | 210 | 0.0% | Finance |
HD Home Depot | $114 | | 0.0% | 346 | 0.0% | Retail/Wholesale |
GE GE Aerospace | $113 | | 0.0% | 400 | 0.0% | Aerospace |
JPM JPMorgan Chase & Co. | $113 | $10 ▲ | 9.6% | 387 | 0.0% | Finance |
ADP Automatic Data Processing | $111 | | 0.0% | 548 | 0.0% | Computer and Technology |
PANW Palo Alto Networks | $111 | $10 ▲ | 10.2% | 694 | 0.0% | Computer and Technology |
ABT Abbott Laboratories | $109 | | 0.0% | 1,065 | 0.0% | Medical |
SUSA iShares MSCI USA ESG Select ETF | $102 | $76 ▼ | -42.7% | 773 | 0.0% | ETF |
HDV iShares Core High Dividend ETF | $97 | | 0.0% | 715 | 0.0% | ETF |
PNC The PNC Financial Services Group | $95 | | 0.0% | 458 | 0.0% | Finance |
RSP Invesco S&P 500 Equal Weight ETF | $92 | | 0.0% | 484 | 0.0% | ETF |
PEP PepsiCo | $90 | | 0.0% | 580 | 0.0% | Consumer Staples |
GE VERNOVA INC
| $89 | $3 ▲ | 4.0% | 103 | 0.0% | COM |
EES WisdomTree U.S. SmallCap Fund | $78 | | 0.0% | 1,350 | 0.0% | Finance |
IWS iShares Russell Mid-Cap Value ETF | $75 | | 0.0% | 517 | 0.0% | ETF |
DVY iShares Select Dividend ETF | $75 | | 0.0% | 497 | 0.0% | ETF |
JAAA Janus Henderson AAA CLO ETF | $75 | | 0.0% | 1,500 | 0.0% | ETF |
VYM Vanguard High Dividend Yield ETF | $74 | | 0.0% | 502 | 0.0% | ETF |
CTVA Corteva | $71 | | 0.0% | 854 | 0.0% | Consumer Staples |
NEE NextEra Energy | $67 | | 0.0% | 729 | 0.0% | Utilities |
