DFAU Dimensional US Core Equity Market ETF | $25,608 | $3,217 ▲ | 14.4% | 700,802 | 28.0% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $9,604 | $689 ▲ | 7.7% | 377,515 | 10.5% | ETF |
DFIV Dimensional International Value ETF | $9,046 | $705 ▲ | 8.5% | 246,143 | 9.9% | ETF |
USXF iShares ESG Advanced MSCI USA ETF | $8,322 | $226 ▲ | 2.8% | 184,313 | 9.1% | Manufacturing |
AAPL Apple | $4,418 | $468 ▲ | 11.9% | 25,764 | 4.8% | Computer and Technology |
DMXF iShares ESG Advanced MSCI EAFE ETF | $4,144 | $311 ▲ | 8.1% | 60,812 | 4.5% | Manufacturing |
JPST JPMorgan Ultra-Short Income ETF | $4,055 | $37 ▼ | -0.9% | 80,364 | 4.4% | ETF |
EUSB iShares ESG Advanced Total USD Bond Market ETF | $3,129 | $600 ▲ | 23.7% | 73,051 | 3.4% | ETF |
TDVG T. Rowe Price Dividend Growth ETF | $3,014 | $923 ▲ | 44.2% | 79,304 | 3.3% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $2,995 | $474 ▼ | -13.7% | 48,033 | 3.3% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $2,066 | $37 ▼ | -1.8% | 57,635 | 2.3% | ETF |
BRK.B Berkshire Hathaway | $2,039 | $150 ▼ | -6.8% | 4,847 | 2.2% | Finance |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $1,729 | $87 ▼ | -4.8% | 42,924 | 1.9% | ETF |
JMUB JPMorgan Municipal ETF | $713 | $12 ▲ | 1.7% | 14,051 | 0.8% | ETF |
PHYL PGIM Active High Yield Bond ETF | $698 | $125 ▼ | -15.2% | 19,923 | 0.8% | ETF |
PYLD PIMCO Multi Sector Bond Active ETF | $669 | $210 ▲ | 45.9% | 25,943 | 0.7% | ETF |
NUSC Nuveen ESG Small-Cap ETF | $648 | $35 ▼ | -5.1% | 15,565 | 0.7% | ETF |
DFSU Dimensional US Sustainability Core 1 ETF | $646 | $42 ▲ | 6.9% | 18,752 | 0.7% | ETF |
JAVA JPMorgan Active Value ETF | $565 | $717 ▼ | -55.9% | 9,427 | 0.6% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $505 | $32 ▲ | 6.7% | 11,061 | 0.6% | Manufacturing |
TSLA Tesla | $431 | | 0.0% | 2,448 | 0.5% | Auto/Tires/Trucks |
TBUX T. Rowe Price Ultra Short-Term Bond ETF | $412 | $20 ▼ | -4.7% | 8,347 | 0.5% | ETF |
ORCL Oracle | $366 | $5 ▲ | 1.4% | 2,906 | 0.4% | Computer and Technology |
GOOGL Alphabet | $362 | $28 ▼ | -7.1% | 2,392 | 0.4% | Computer and Technology |
DFSI Dimensional International Sustainability Core 1 ETF | $350 | $168 ▲ | 91.9% | 10,369 | 0.4% | ETF |
AMZN Amazon.com | $324 | $40 ▲ | 14.2% | 1,792 | 0.4% | Retail/Wholesale |
TEQI T. Rowe Price Equity Income ETF | $229 | $80 ▼ | -25.8% | 5,752 | 0.3% | ETF |
ABBV AbbVie | $200 | $9 ▲ | 4.6% | 1,094 | 0.2% | Medical |
SPY SPDR S&P 500 ETF Trust | $187 | $3 ▲ | 1.4% | 357 | 0.2% | Finance |
V Visa | $185 | $251 ▼ | -57.6% | 662 | 0.2% | Business Services |
DFUS Dimensional U.S. Equity ETF | $162 | | 0.0% | 2,839 | 0.2% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $144 | $7 ▲ | 4.9% | 2,881 | 0.2% | ETF |
META Meta Platforms | $136 | $359 ▼ | -72.5% | 279 | 0.1% | Computer and Technology |
ABT Abbott Laboratories | $129 | $7 ▲ | 6.1% | 1,130 | 0.1% | Medical |
CRM Salesforce | $126 | | 0.0% | 416 | 0.1% | Computer and Technology |
BAC Bank of America | $124 | $5 ▲ | 4.5% | 3,254 | 0.1% | Finance |
SPLG SPDR Portfolio S&P 500 ETF | $112 | $1 ▼ | -0.9% | 1,811 | 0.1% | ETF |
TFLR T. Rowe Price Floating Rate ETF | $108 | $168 ▼ | -60.9% | 2,072 | 0.1% | ETF |
UNH UnitedHealth Group | $107 | $6 ▲ | 6.4% | 215 | 0.1% | Medical |
TCAF T. Rowe Price Capital Appreciation Equity ETF | $106 | $15 ▲ | 16.7% | 3,501 | 0.1% | ETF |
NEE NextEra Energy | $102 | $3 ▲ | 2.8% | 1,593 | 0.1% | Utilities |
AMAT Applied Materials | $84 | $6 ▲ | 7.4% | 406 | 0.1% | Computer and Technology |
AXP American Express | $77 | $346 ▼ | -81.8% | 334 | 0.1% | Finance |
TSPA T. Rowe Price U.S. Equity Research ETF | $74 | $72 ▲ | 2,928.4% | 2,241 | 0.1% | Manufacturing |
EES WisdomTree U.S. SmallCap Fund | $68 | | 0.0% | 1,350 | 0.1% | Finance |
NFLX Netflix | $67 | $3 ▲ | 4.8% | 109 | 0.1% | Consumer Discretionary |
NOW ServiceNow | $67 | | 0.0% | 87 | 0.1% | Computer and Technology |
MRK Merck & Co., Inc. | $65 | | 0.0% | 488 | 0.1% | Medical |
DFAT Dimensional U.S. Targeted Value ETF | $65 | $2 ▼ | -2.4% | 1,180 | 0.1% | ETF |
QQQ Invesco QQQ | $64 | | 0.0% | 142 | 0.1% | Finance |
HYXF iShares ESG Advanced High Yield Corporate Bond ETF | $63 | $6 ▼ | -9.0% | 1,360 | 0.1% | ETF |
IEFA iShares Core MSCI EAFE ETF | $60 | $60 ▲ | New Holding | 800 | 0.1% | ETF |
ADBE Adobe | $58 | | 0.0% | 113 | 0.1% | Computer and Technology |
ADP Automatic Data Processing | $56 | | 0.0% | 223 | 0.1% | Business Services |
HDV iShares Core High Dividend ETF | $56 | | 0.0% | 508 | 0.1% | ETF |
NVDA NVIDIA | $54 | $697 ▼ | -92.8% | 59 | 0.1% | Computer and Technology |
PHO Invesco Water Resources ETF | $47 | $0 ▲ | 0.1% | 704 | 0.1% | ETF |
IDXX IDEXX Laboratories | $46 | | 0.0% | 84 | 0.1% | Medical |
EMXC iShares MSCI Emerging Markets ex China ETF | $42 | $42 ▲ | New Holding | 725 | 0.0% | Manufacturing |
JPM JPMorgan Chase & Co. | $40 | $210 ▼ | -84.0% | 197 | 0.0% | Finance |
IR Ingersoll Rand | $39 | | 0.0% | 401 | 0.0% | Industrial Products |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $39 | $4 ▲ | 11.6% | 480 | 0.0% | ETF |
ORLY O'Reilly Automotive | $38 | | 0.0% | 33 | 0.0% | Retail/Wholesale |
MANAGER DIRECTED PORTFOLIOS
| $37 | $37 ▲ | New Holding | 1,529 | 0.0% | VERT GLB SUST RE |
GOOG Alphabet | $37 | $463 ▼ | -92.6% | 240 | 0.0% | Computer and Technology |
ACN Accenture | $33 | $3 ▲ | 9.4% | 93 | 0.0% | Business Services |
ISRG Intuitive Surgical | $33 | $130 ▼ | -79.8% | 81 | 0.0% | Medical |
2023 ETF SERIES TRUST II
| $30 | $30 ▲ | New Holding | 1,000 | 0.0% | GMO US QUALITY E |
GSK GSK | $26 | | 0.0% | 593 | 0.0% | Medical |
AVLV Avantis U.S. Large Cap Value ETF | $24 | $24 ▲ | New Holding | 365 | 0.0% | ETF |
GLD SPDR Gold Shares | $24 | | 0.0% | 116 | 0.0% | Finance |
ZBH Zimmer Biomet | $23 | $0 ▲ | 0.6% | 170 | 0.0% | Medical |
CGDV Capital Group Dividend Value ETF | $23 | $23 ▲ | New Holding | 690 | 0.0% | ETF |
ABR Arbor Realty Trust | $22 | $1 ▲ | 3.4% | 1,617 | 0.0% | Finance |
ET Energy Transfer | $21 | $0 ▲ | 2.2% | 1,298 | 0.0% | Oils/Energy |
DUK Duke Energy | $19 | $0 ▲ | 0.5% | 188 | 0.0% | Utilities |
APD Air Products and Chemicals | $19 | $4 ▼ | -17.6% | 75 | 0.0% | Basic Materials |
AWK American Water Works | $18 | | 0.0% | 141 | 0.0% | Utilities |
CMCSA Comcast | $18 | | 0.0% | 396 | 0.0% | Consumer Discretionary |
CTVA Corteva | $18 | $48 ▼ | -72.8% | 311 | 0.0% | Consumer Staples |
MDY SPDR S&P MidCap 400 ETF Trust | $18 | | 0.0% | 31 | 0.0% | ETF |
VNQ Vanguard Real Estate ETF | $18 | $18 ▲ | New Holding | 200 | 0.0% | ETF |
UWMC UWM | $18 | $0 ▲ | 1.5% | 2,463 | 0.0% | Finance |
XLY Consumer Discretionary Select Sector SPDR Fund | $17 | | 0.0% | 90 | 0.0% | Finance |
PLTR Palantir Technologies | $17 | | 0.0% | 715 | 0.0% | Business Services |
NLY Annaly Capital Management | $17 | | 0.0% | 822 | 0.0% | Finance |
GOVT iShares U.S. Treasury Bond ETF | $16 | $0 ▲ | 0.6% | 670 | 0.0% | ETF |
TOUS T. Rowe Price International Equity ETF | $16 | $16 ▲ | New Holding | 549 | 0.0% | ETF |
XYL Xylem | $15 | $0 ▲ | 0.9% | 110 | 0.0% | Industrial Products |
ELQD iShares ESG Advanced Investment Grade Corporate Bond ETF | $15 | $15 ▲ | New Holding | 172 | 0.0% | ETF |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $15 | $15 ▲ | New Holding | 500 | 0.0% | ETF |
CSCO Cisco Systems | $15 | $4 ▲ | 32.9% | 287 | 0.0% | Computer and Technology |
XOM Exxon Mobil | $14 | $14 ▲ | New Holding | 113 | 0.0% | Oils/Energy |
AGNC AGNC Investment | $14 | $1 ▲ | 3.8% | 1,363 | 0.0% | Finance |
VALE Vale | $13 | | 0.0% | 1,000 | 0.0% | Basic Materials |
DFAI Dimensional International Core Equity Market ETF | $12 | | 0.0% | 386 | 0.0% | ETF |
WTRG Essential Utilities | $12 | | 0.0% | 300 | 0.0% | Utilities |
SCZ iShares MSCI EAFE Small-Cap ETF | $12 | $12 ▲ | New Holding | 185 | 0.0% | ETF |
PCG PG&E | $11 | $9 ▲ | 500.0% | 600 | 0.0% | Utilities |
OBDC Blue Owl Capital | $11 | $0 ▲ | 2.5% | 658 | 0.0% | Finance |
AMP Ameriprise Financial | $10 | $10 ▲ | New Holding | 21 | 0.0% | Finance |
AIG American International Group | $10 | $10 ▲ | New Holding | 120 | 0.0% | Finance |
ENB Enbridge | $10 | | 0.0% | 264 | 0.0% | Oils/Energy |
XLC Communication Services Select Sector SPDR Fund | $10 | | 0.0% | 115 | 0.0% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $9 | | 0.0% | 350 | 0.0% | ETF |
CME CME Group | $8 | $8 ▲ | New Holding | 34 | 0.0% | Finance |
COP ConocoPhillips | $8 | | 0.0% | 60 | 0.0% | Oils/Energy |
BDX Becton, Dickinson and Company | $8 | $8 ▲ | New Holding | 29 | 0.0% | Medical |
SLB Schlumberger | $8 | $8 ▲ | New Holding | 130 | 0.0% | Oils/Energy |
HUBS HubSpot | $8 | $8 ▲ | New Holding | 12 | 0.0% | Computer and Technology |
SDG iShares MSCI Global Sustainable Development Goals ETF | $8 | | 0.0% | 100 | 0.0% | Manufacturing |
MOO VanEck Agribusiness ETF | $8 | | 0.0% | 100 | 0.0% | ETF |
VERALTO CORP
| $7 | $7 ▲ | New Holding | 68 | 0.0% | COM SHS |
UBER Uber Technologies | $7 | $7 ▲ | New Holding | 80 | 0.0% | Computer and Technology |
SMFG Sumitomo Mitsui Financial Group | $7 | $0 ▲ | 0.2% | 562 | 0.0% | Finance |
BA Boeing | $7 | $3 ▼ | -30.6% | 34 | 0.0% | Aerospace |
APH Amphenol | $7 | $7 ▲ | New Holding | 60 | 0.0% | Computer and Technology |
AIZ Assurant | $7 | $7 ▲ | New Holding | 37 | 0.0% | Finance |
ALGN Align Technology | $7 | $7 ▲ | New Holding | 19 | 0.0% | Medical |
CEG Constellation Energy | $6 | $6 ▲ | New Holding | 29 | 0.0% | Oils/Energy |
COST Costco Wholesale | $6 | $6 ▲ | New Holding | 7 | 0.0% | Retail/Wholesale |
FCX Freeport-McMoRan | $6 | $6 ▲ | New Holding | 120 | 0.0% | Basic Materials |
SPGI S&P Global | $6 | $6 ▲ | New Holding | 14 | 0.0% | Business Services |
MA Mastercard | $6 | $118 ▼ | -95.1% | 12 | 0.0% | Business Services |
IGT International Game Technology | $5 | $5 ▲ | New Holding | 200 | 0.0% | Consumer Discretionary |
EQT EQT | $5 | $5 ▲ | New Holding | 130 | 0.0% | Oils/Energy |
ELV Elevance Health | $5 | $5 ▲ | New Holding | 9 | 0.0% | Medical |
DRD DRDGOLD | $5 | $0 ▲ | 0.2% | 538 | 0.0% | Basic Materials |
T AT&T | $5 | $5 ▲ | 1,733.3% | 275 | 0.0% | Computer and Technology |
NETZ TCW Transform Systems ETF | $5 | $0 ▲ | 1.7% | 61 | 0.0% | ETF |
VOTE TCW Transform 500 ETF | $5 | $0 ▲ | 2.9% | 70 | 0.0% | ETF |
ARES Ares Management | $4 | $4 ▲ | New Holding | 30 | 0.0% | Finance |
AVGO Broadcom | $4 | $4 ▲ | New Holding | 3 | 0.0% | Computer and Technology |
BKR Baker Hughes | $4 | $4 ▲ | New Holding | 90 | 0.0% | Oils/Energy |
CSGP CoStar Group | $4 | $4 ▲ | New Holding | 40 | 0.0% | Computer and Technology |
EG Everest Group | $4 | $4 ▲ | New Holding | 9 | 0.0% | Finance |
EXC Exelon | $4 | $4 ▲ | New Holding | 93 | 0.0% | Utilities |
SHOP Shopify | $4 | $4 ▲ | New Holding | 40 | 0.0% | Computer and Technology |
SBSW Sibanye Stillwater | $3 | | 0.0% | 500 | 0.0% | Basic Materials |
SSSS SuRo Capital | $3 | | 0.0% | 500 | 0.0% | Finance |
SYF Synchrony Financial | $3 | $3 ▲ | New Holding | 50 | 0.0% | Finance |
RF Regions Financial | $3 | | 0.0% | 135 | 0.0% | Finance |
PBD Invesco Global Clean Energy ETF | $3 | | 0.0% | 200 | 0.0% | ETF |
RPV Invesco S&P 500 Pure Value ETF | $3 | $3 ▲ | New Holding | 25 | 0.0% | ETF |
LITE Lumentum | $3 | | 0.0% | 50 | 0.0% | Computer and Technology |
CSX CSX | $3 | $3 ▲ | New Holding | 70 | 0.0% | Transportation |
CHWY Chewy | $3 | $3 ▲ | New Holding | 170 | 0.0% | Consumer Staples |
AMD Advanced Micro Devices | $2 | | 0.0% | 10 | 0.0% | Computer and Technology |
KTB Kontoor Brands | $2 | | 0.0% | 32 | 0.0% | Consumer Discretionary |
RIVN Rivian Automotive | $2 | | 0.0% | 100 | 0.0% | Auto/Tires/Trucks |
NUS Nu Skin Enterprises | $2 | $0 ▲ | 0.9% | 110 | 0.0% | Consumer Staples |
TWLO Twilio | $2 | $2 ▲ | New Holding | 30 | 0.0% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $2 | $2 ▲ | New Holding | 33 | 0.0% | ETF |
WAB Westinghouse Air Brake Technologies | $1 | $1 ▲ | New Holding | 5 | 0.0% | Transportation |
ZIM ZIM Integrated Shipping Services | $1 | $2 ▼ | -66.0% | 50 | 0.0% | Transportation |
VVX V2X | $1 | | 0.0% | 6 | 0.0% | Business Services |
RIG Transocean | $1 | $1 ▲ | New Holding | 100 | 0.0% | Oils/Energy |
OGN Organon & Co. | $1 | | 0.0% | 14 | 0.0% | Medical |
UCO ProShares Ultra Bloomberg Crude Oil | $1 | | 0.0% | 5 | 0.0% | ETF |
SNAP Snap | $1 | | 0.0% | 20 | 0.0% | Computer and Technology |
J P MORGAN EXCHANGE TRADED F
| $1 | $1 ▲ | New Holding | 1 | 0.0% | JPMORGAM LTD DUR |
ALC Alcon | $1 | | 0.0% | 4 | 0.0% | Medical |
CRSR Corsair Gaming | $1 | | 0.0% | 60 | 0.0% | Consumer Discretionary |
GME GameStop | $1 | | 0.0% | 8 | 0.0% | Retail/Wholesale |
GEHC GE HealthCare Technologies | $1 | | 0.0% | 8 | 0.0% | Medical |
CMF iShares California Muni Bond ETF | $0 | $15,499 ▼ | -100.0% | 0 | 0.0% | ETF |
ESGV Vanguard ESG US Stock ETF | $0 | $12,274 ▼ | -100.0% | 0 | 0.0% | ETF |
VUG Vanguard Growth ETF | $0 | $11,169 ▼ | -100.0% | 0 | 0.0% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $0 | $6,887 ▼ | -100.0% | 0 | 0.0% | ETF |
ACWV iShares MSCI Global Min Vol Factor ETF | $0 | $5,092 ▼ | -100.0% | 0 | 0.0% | ETF |
VSGX Vanguard ESG International Stock ETF | $0 | $3,606 ▼ | -100.0% | 0 | 0.0% | ETF |
VV Vanguard Large-Cap ETF | $0 | $3,108 ▼ | -100.0% | 0 | 0.0% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $0 | $2,348 ▼ | -100.0% | 0 | 0.0% | ETF |
VBK Vanguard Small-Cap Growth ETF | $0 | $1,539 ▼ | -100.0% | 0 | 0.0% | ETF |
IWF iShares Russell 1000 Growth ETF | $0 | $1,508 ▼ | -100.0% | 0 | 0.0% | ETF |
MSFT Microsoft | $0 | $1,323 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $0 | $1,258 ▼ | -100.0% | 0 | 0.0% | ETF |
VOO Vanguard S&P 500 ETF | $0 | $838 ▼ | -100.0% | 0 | 0.0% | ETF |
UNP Union Pacific | $0 | $450 ▼ | -100.0% | 0 | 0.0% | Transportation |
NUDM NuShares ESG International Developed Markets Equity ETF | $0 | $383 ▼ | -100.0% | 0 | 0.0% | ETF |
HD Home Depot | $0 | $362 ▼ | -100.0% | 0 | 0.0% | Retail/Wholesale |
JNJ Johnson & Johnson | $0 | $348 ▼ | -100.0% | 0 | 0.0% | Medical |
VXUS Vanguard Total International Stock ETF | $0 | $335 ▼ | -100.0% | 0 | 0.0% | ETF |
SUSA iShares MSCI USA ESG Select ETF | $0 | $232 ▼ | -100.0% | 0 | 0.0% | ETF |
VIG Vanguard Dividend Appreciation ETF | $0 | $206 ▼ | -100.0% | 0 | 0.0% | ETF |
SCHP Schwab U.S. TIPS ETF | $0 | $199 ▼ | -100.0% | 0 | 0.0% | ETF |
IWM iShares Russell 2000 ETF | $0 | $161 ▼ | -100.0% | 0 | 0.0% | Finance |
IVV iShares Core S&P 500 ETF | $0 | $158 ▼ | -100.0% | 0 | 0.0% | ETF |
PGR Progressive | $0 | $157 ▼ | -100.0% | 0 | 0.0% | Finance |
IWB iShares Russell 1000 ETF | $0 | $152 ▼ | -100.0% | 0 | 0.0% | ETF |
MMM 3M | $0 | $131 ▼ | -100.0% | 0 | 0.0% | Multi-Sector Conglomerates |
BSX Boston Scientific | $0 | $118 ▼ | -100.0% | 0 | 0.0% | Medical |
AMGN Amgen | $0 | $115 ▼ | -100.0% | 0 | 0.0% | Medical |
LLY Eli Lilly and Company | $0 | $109 ▼ | -100.0% | 0 | 0.0% | Medical |
NVO Novo Nordisk A/S | $0 | $103 ▼ | -100.0% | 0 | 0.0% | Medical |
BMY Bristol-Myers Squibb | $0 | $102 ▼ | -100.0% | 0 | 0.0% | Medical |
ED Consolidated Edison | $0 | $102 ▼ | -100.0% | 0 | 0.0% | Utilities |
VB Vanguard Small-Cap ETF | $0 | $100 ▼ | -100.0% | 0 | 0.0% | ETF |
EMR Emerson Electric | $0 | $97 ▼ | -100.0% | 0 | 0.0% | Industrial Products |
RPD Rapid7 | $0 | $95 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
PANW Palo Alto Networks | $0 | $92 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
HOOD Robinhood Markets | $0 | $89 ▼ | -100.0% | 0 | 0.0% | Finance |
AEP American Electric Power | $0 | $81 ▼ | -100.0% | 0 | 0.0% | Utilities |
C Citigroup | $0 | $65 ▼ | -100.0% | 0 | 0.0% | Finance |
PFE Pfizer | $0 | $60 ▼ | -100.0% | 0 | 0.0% | Medical |
IWS iShares Russell Mid-Cap Value ETF | $0 | $60 ▼ | -100.0% | 0 | 0.0% | ETF |
DVY iShares Select Dividend ETF | $0 | $58 ▼ | -100.0% | 0 | 0.0% | ETF |
VYM Vanguard High Dividend Yield ETF | $0 | $58 ▼ | -100.0% | 0 | 0.0% | ETF |
CL Colgate-Palmolive | $0 | $56 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
DIS Walt Disney | $0 | $55 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
EMXF iShares ESG Advanced MSCI EM ETF | $0 | $53 ▼ | -100.0% | 0 | 0.0% | ETF |
TMO Thermo Fisher Scientific | $0 | $53 ▼ | -100.0% | 0 | 0.0% | Medical |
INTC Intel | $0 | $52 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
VO Vanguard Mid-Cap ETF | $0 | $47 ▼ | -100.0% | 0 | 0.0% | ETF |
PEP PepsiCo | $0 | $44 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $0 | $41 ▼ | -100.0% | 0 | 0.0% | ETF |
DHR Danaher | $0 | $41 ▼ | -100.0% | 0 | 0.0% | Multi-Sector Conglomerates |
GILD Gilead Sciences | $0 | $40 ▼ | -100.0% | 0 | 0.0% | Medical |
KO Coca-Cola | $0 | $38 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
BIV Vanguard Intermediate-Term Bond ETF | $0 | $38 ▼ | -100.0% | 0 | 0.0% | ETF |
SBUX Starbucks | $0 | $38 ▼ | -100.0% | 0 | 0.0% | Retail/Wholesale |
HON Honeywell International | $0 | $37 ▼ | -100.0% | 0 | 0.0% | Multi-Sector Conglomerates |
NSC Norfolk Southern | $0 | $34 ▼ | -100.0% | 0 | 0.0% | Transportation |
SRE Sempra | $0 | $34 ▼ | -100.0% | 0 | 0.0% | Utilities |
IWV iShares Russell 3000 ETF | $0 | $32 ▼ | -100.0% | 0 | 0.0% | ETF |
FMC FMC | $0 | $31 ▼ | -100.0% | 0 | 0.0% | Basic Materials |
PPG PPG Industries | $0 | $30 ▼ | -100.0% | 0 | 0.0% | Basic Materials |
FLO Flowers Foods | $0 | $30 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
ITW Illinois Tool Works | $0 | $28 ▼ | -100.0% | 0 | 0.0% | Industrial Products |
IVW iShares S&P 500 Growth ETF | $0 | $28 ▼ | -100.0% | 0 | 0.0% | ETF |
NULV Nuveen ESG Large-Cap Value ETF | $0 | $28 ▼ | -100.0% | 0 | 0.0% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $0 | $24 ▼ | -100.0% | 0 | 0.0% | ETF |
VT Vanguard Total World Stock ETF | $0 | $21 ▼ | -100.0% | 0 | 0.0% | ETF |
NOC Northrop Grumman | $0 | $21 ▼ | -100.0% | 0 | 0.0% | Aerospace |
PNC The PNC Financial Services Group | $0 | $20 ▼ | -100.0% | 0 | 0.0% | Finance |
SYK Stryker | $0 | $19 ▼ | -100.0% | 0 | 0.0% | Medical |
IJK iShares S&P Mid-Cap 400 Growth ETF | $0 | $19 ▼ | -100.0% | 0 | 0.0% | ETF |
CVX Chevron | $0 | $18 ▼ | -100.0% | 0 | 0.0% | Oils/Energy |
SCHW Charles Schwab | $0 | $18 ▼ | -100.0% | 0 | 0.0% | Finance |
LOW Lowe's Companies | $0 | $16 ▼ | -100.0% | 0 | 0.0% | Retail/Wholesale |
ON Onsemi | $0 | $16 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
NUEM Nuveen ESG Emerging Markets Equity ETF | $0 | $14 ▼ | -100.0% | 0 | 0.0% | ETF |
SUSC iShares ESG Aware USD Corporate Bond ETF | $0 | $13 ▼ | -100.0% | 0 | 0.0% | Manufacturing |
VEU Vanguard FTSE All-World ex-US ETF | $0 | $13 ▼ | -100.0% | 0 | 0.0% | ETF |
LULU Lululemon Athletica | $0 | $12 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
VEGI iShares MSCI Agriculture Producers ETF | $0 | $11 ▼ | -100.0% | 0 | 0.0% | ETF |
WFC Wells Fargo & Company | $0 | $11 ▼ | -100.0% | 0 | 0.0% | Finance |
EPD Enterprise Products Partners | $0 | $9 ▼ | -100.0% | 0 | 0.0% | Oils/Energy |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $0 | $9 ▼ | -100.0% | 0 | 0.0% | Manufacturing |
VXF Vanguard Extended Market ETF | $0 | $9 ▼ | -100.0% | 0 | 0.0% | ETF |
UPS United Parcel Service | $0 | $7 ▼ | -100.0% | 0 | 0.0% | Transportation |
VCEB Vanguard ESG U.S. Corporate Bond ETF | $0 | $7 ▼ | -100.0% | 0 | 0.0% | ETF |
HLN Haleon | $0 | $6 ▼ | -100.0% | 0 | 0.0% | Medical |
HSBC HSBC | $0 | $5 ▼ | -100.0% | 0 | 0.0% | Finance |
NKE NIKE | $0 | $5 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
EDV Vanguard Extended Duration Treasury ETF | $0 | $5 ▼ | -100.0% | 0 | 0.0% | ETF |
LUV Southwest Airlines | $0 | $5 ▼ | -100.0% | 0 | 0.0% | Transportation |
PEG Public Service Enterprise Group | $0 | $4 ▼ | -100.0% | 0 | 0.0% | Utilities |
GE General Electric | $0 | $3 ▼ | -100.0% | 0 | 0.0% | Transportation |
GLW Corning | $0 | $3 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
CCL Carnival Co. & | $0 | $3 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
AZN AstraZeneca | $0 | $3 ▼ | -100.0% | 0 | 0.0% | Medical |
PSX Phillips 66 | $0 | $3 ▼ | -100.0% | 0 | 0.0% | Oils/Energy |
PG Procter & Gamble | $0 | $2 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
VIAV Viavi Solutions | $0 | $2 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
HII Huntington Ingalls Industries | $0 | $2 ▼ | -100.0% | 0 | 0.0% | Aerospace |
HBIO Harvard Bioscience | $0 | $1 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
DKS DICK'S Sporting Goods | $0 | $1 ▼ | -100.0% | 0 | 0.0% | Retail/Wholesale |
OPEN Opendoor Technologies | $0 | $1 ▼ | -100.0% | 0 | 0.0% | Business Services |
VACCINEX INC
| $0 | | -100.0% | 0 | 0.0% | COM |
BSV Vanguard Short-Term Bond ETF | $0 | | -100.0% | 0 | 0.0% | ETF |
BND Vanguard Total Bond Market ETF | $0 | | -100.0% | 0 | 0.0% | ETF |
WBD Warner Bros. Discovery | $0 | | -100.0% | 0 | 0.0% | Consumer Discretionary |
DFIP Dimensional Inflation-Protected Securities ETF | $0 | | -100.0% | 0 | 0.0% | ETF |
HAIN The Hain Celestial Group | $0 | | -100.0% | 0 | 0.0% | Consumer Staples |
FRCB First Republic Bank | $0 | | -100.0% | 0 | 0.0% | Finance |
BB BlackBerry | $0 | | -100.0% | 0 | 0.0% | Computer and Technology |
CRNC Cerence | $0 | | -100.0% | 0 | 0.0% | Computer and Technology |
HAS Hasbro | $0 | | -100.0% | 0 | 0.0% | Consumer Discretionary |
LGF.A Lions Gate Entertainment | $0 | | -100.0% | 0 | 0.0% | Consumer Discretionary |
LGF.B Lions Gate Entertainment | $0 | | -100.0% | 0 | 0.0% | Consumer Discretionary |
LCID Lucid Group | $0 | | -100.0% | 0 | 0.0% | Auto/Tires/Trucks |
NOK Nokia Oyj | $0 | | -100.0% | 0 | 0.0% | Computer and Technology |