VOO Vanguard S&P 500 ETF | $208,794,753 | $9,584,420 â–¼ | -4.4% | 304,007 | 27.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $81,738,975 | $4,360,143 â–¼ | -5.1% | 1,147,214 | 10.6% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $40,762,514 | $1,769,366 â–¼ | -4.2% | 528,628 | 5.3% | ETF |
VYM Vanguard High Dividend Yield ETF | $37,856,910 | $1,322,080 â–¼ | -3.4% | 239,555 | 4.9% | ETF |
VIG Vanguard Dividend Appreciation ETF | $35,855,141 | $2,198,443 â–¼ | -5.8% | 151,530 | 4.6% | ETF |
BSV Vanguard Short-Term Bond ETF | $32,983,947 | $2,030,800 â–¼ | -5.8% | 423,360 | 4.3% | ETF |
IVV iShares Core S&P 500 ETF | $29,364,587 | $216,428 â–² | 0.7% | 39,211 | 3.8% | ETF |
BNDX Vanguard Total International Bond ETF | $28,862,334 | $1,513,873 â–¼ | -5.0% | 595,960 | 3.7% | ETF |
IJR iShares Core S&P Small-Cap ETF | $21,361,790 | $1,013,549 â–¼ | -4.5% | 144,035 | 2.8% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $19,449,450 | $808,262 â–¼ | -4.0% | 325,841 | 2.5% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $18,354,210 | $1,082,542 â–¼ | -5.6% | 239,299 | 2.4% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $17,794,268 | $1,147,589 â–¼ | -6.1% | 305,743 | 2.3% | ETF |
ESGV Vanguard ESG U.S. Stock ETF | $16,770,117 | $3,260,503 â–¼ | -16.3% | 126,816 | 2.2% | ETF |
VOO Vanguard S&P 500 ETF | $15,241,962 | $203,141,452 â–¼ | -93.0% | 22,192 | 2.0% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $15,018,765 | $554,141 â–¼ | -3.6% | 152,941 | 1.9% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $12,087,698 | $661,599 â–¼ | -5.2% | 129,446 | 1.6% | ETF |
AVGO Broadcom | $9,344,786 | $57,040 â–¼ | -0.6% | 24,738 | 1.2% | Technology |
VTI Vanguard Total Stock Market ETF | $8,250,179 | $151,719 â–² | 1.9% | 22,295 | 1.1% | ETF |
VV Vanguard Large-Cap ETF | $6,999,094 | $976,682 â–¼ | -12.2% | 20,352 | 0.9% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $5,408,819 | $80,690,605 â–¼ | -93.7% | 75,913 | 0.7% | ETF |
BND Vanguard Total Bond Market ETF | $5,325,612 | $59,976 â–¼ | -1.1% | 72,546 | 0.7% | ETF |
VSGX Vanguard ESG International Stock ETF | $5,318,923 | $1,216,822 â–¼ | -18.6% | 64,597 | 0.7% | ETF |
AAPL Apple | $4,864,596 | $113,137 â–¼ | -2.3% | 16,812 | 0.6% | Technology |
VNQ Vanguard Real Estate ETF | $4,464,198 | $179,648 â–¼ | -3.9% | 46,295 | 0.6% | ETF |
VCEB Vanguard ESG U.S. Corporate Bond ETF | $3,739,429 | $293,717 â–¼ | -7.3% | 59,583 | 0.5% | ETF |
BSV Vanguard Short-Term Bond ETF | $3,483,669 | $31,531,123 â–¼ | -90.1% | 44,714 | 0.5% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $3,017,634 | $218,225 â–¼ | -6.7% | 51,164 | 0.4% | ETF |
MSFT Microsoft | $2,948,914 | $213,727 â–¼ | -6.8% | 7,906 | 0.4% | Technology |
BNDX Vanguard Total International Bond ETF | $2,939,387 | $27,436,587 â–¼ | -90.3% | 60,694 | 0.4% | ETF |
ESGV Vanguard ESG U.S. Stock ETF | $2,866,525 | $17,163,842 â–¼ | -85.7% | 21,677 | 0.4% | ETF |
LLY Eli Lilly and Company | $2,716,396 | $70,758 â–¼ | -2.5% | 2,265 | 0.4% | Healthcare |
IJH iShares Core S&P Mid-Cap ETF | $2,708,797 | $39,823,071 â–¼ | -93.6% | 35,129 | 0.4% | ETF |
VXUS Vanguard Total International Stock ETF | $2,672,585 | $44,198 â–² | 1.7% | 31,262 | 0.3% | ETF |
ABBV AbbVie | $2,350,423 | $32,463 â–¼ | -1.4% | 9,340 | 0.3% | Healthcare |
GOOGL Alphabet | $2,283,633 | $88,629 â–¼ | -3.7% | 6,390 | 0.3% | Communication Services |
BIV Vanguard Intermediate-Term Bond ETF | $1,901,009 | $17,535,763 â–¼ | -90.2% | 24,785 | 0.2% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $1,870,000 | $17,071,585 â–¼ | -90.1% | 32,131 | 0.2% | ETF |
SCHX Schwab US Large-Cap ETF | $1,576,479 | $301,982 â–¼ | -16.1% | 53,567 | 0.2% | ETF |
BRK.A Berkshire Hathaway | $1,497,700 | | 0.0% | 2 | 0.2% | Finance |
SUB iShares Short-Term National Muni Bond ETF | $1,431,494 | $208,469 â–² | 17.0% | 13,445 | 0.2% | ETF |
IJR iShares Core S&P Small-Cap ETF | $1,417,671 | $20,957,327 â–¼ | -93.7% | 9,559 | 0.2% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $1,400,300 | $19,056 â–² | 1.4% | 8,524 | 0.2% | ETF |
DGRO iShares Core Dividend Growth ETF | $1,292,766 | $2,122 â–² | 0.2% | 17,057 | 0.2% | ETF |
AMGN Amgen | $1,280,518 | $16,658 â–¼ | -1.3% | 3,536 | 0.2% | Healthcare |
VWO Vanguard FTSE Emerging Markets ETF | $1,273,567 | $18,984,481 â–¼ | -93.7% | 21,336 | 0.2% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $1,249,493 | $198,428 â–² | 18.9% | 24,703 | 0.2% | ETF |
VYM Vanguard High Dividend Yield ETF | $1,220,261 | $37,957,197 â–¼ | -96.9% | 7,722 | 0.2% | ETF |
VIG Vanguard Dividend Appreciation ETF | $1,217,566 | $36,833,383 â–¼ | -96.8% | 5,146 | 0.2% | ETF |
AMZN Amazon.com | $1,200,047 | $116,310 â–¼ | -8.8% | 5,035 | 0.2% | Consumer Discretionary |
NKE NIKE | $1,103,254 | $184,026 â–² | 20.0% | 26,876 | 0.1% | Consumer Discretionary |
VSGX Vanguard ESG International Stock ETF | $1,075,512 | $5,460,146 â–¼ | -83.5% | 13,062 | 0.1% | ETF |
MU Micron Technology | $1,034,682 | $396,089 â–¼ | -27.7% | 896 | 0.1% | Technology |
IEMG iShares Core MSCI Emerging Markets ETF | $1,008,009 | $131,054 â–¼ | -11.5% | 12,168 | 0.1% | ETF |
HRB H&R Block | $983,645 | $23,305 â–¼ | -2.3% | 25,831 | 0.1% | Consumer Discretionary |
BRK.B Berkshire Hathaway | $948,240 | $20,516 â–² | 2.2% | 1,895 | 0.1% | Finance |
IEFA iShares Core MSCI EAFE ETF | $941,053 | $33,995 â–² | 3.7% | 9,744 | 0.1% | ETF |
VB Vanguard Small-Cap ETF | $915,027 | $96,686 â–¼ | -9.6% | 3,019 | 0.1% | ETF |
NVDA NVIDIA | $896,355 | $27,811 â–¼ | -3.0% | 4,480 | 0.1% | Technology |
IDCC InterDigital | $849,390 | | 0.0% | 3,000 | 0.1% | Technology |
HDV iShares Core High Dividend ETF | $832,342 | $665,879 â–² | 400.0% | 30,366 | 0.1% | ETF |
CATH Global X S&P 500 Catholic Values ETF | $831,780 | $18,407 â–¼ | -2.2% | 9,399 | 0.1% | ETF |
JNJ Johnson & Johnson | $810,444 | $1,016 â–¼ | -0.1% | 3,191 | 0.1% | Healthcare |
HD Home Depot | $809,414 | $2,469 â–² | 0.3% | 2,295 | 0.1% | Consumer Discretionary |
NVO Novo Nordisk A/S | $763,253 | $23,059 â–¼ | -2.9% | 15,921 | 0.1% | Healthcare |
GOOG Alphabet | $741,323 | $3,180 â–¼ | -0.4% | 2,098 | 0.1% | Communication Services |
CAT Caterpillar | $720,290 | $2,131 â–² | 0.3% | 676 | 0.1% | Industrials |
QCOM Qualcomm | $701,551 | $3,327 â–² | 0.5% | 3,796 | 0.1% | Technology |
VO Vanguard Mid-Cap ETF | $693,207 | $491,626 â–² | 243.9% | 8,604 | 0.1% | ETF |
INTC Intel | $645,790 | $1,382,340 â–¼ | -68.2% | 4,625 | 0.1% | Technology |
GLD SPDR Gold Shares | $643,929 | | 0.0% | 1,748 | 0.1% | ETF |
IGRO iShares International Dividend Growth ETF | $623,965 | $4,397 â–² | 0.7% | 7,096 | 0.1% | ETF |
SPYX SPDR S&P Fossil Fuel Reserves Free ETF | $607,755 | $23,340 â–¼ | -3.7% | 9,947 | 0.1% | ETF |
CSCO Cisco Systems | $601,104 | $10,101 â–² | 1.7% | 5,118 | 0.1% | Technology |
TXN Texas Instruments | $585,529 | $8,050 â–² | 1.4% | 1,964 | 0.1% | Technology |
XVV iShares ESG Select Screened S&P 500 ETF | $585,335 | $423,029 â–¼ | -42.0% | 10,307 | 0.1% | ETF |
SLV iShares Silver Trust | $568,707 | $376,482 â–¼ | -39.8% | 10,636 | 0.1% | ETF |
SCHH Schwab U.S. REIT ETF | $563,329 | $592 â–¼ | -0.1% | 23,789 | 0.1% | ETF |
MCD McDonald's | $522,193 | $10,001 â–¼ | -1.9% | 1,932 | 0.1% | Consumer Discretionary |
MCK McKesson | $457,216 | $457,216 â–² | New Holding | 605 | 0.1% | Healthcare |
IYW iShares U.S. Technology ETF | $455,023 | $7,567 â–¼ | -1.6% | 1,804 | 0.1% | ETF |
PM Philip Morris International | $453,147 | $14,834 â–¼ | -3.2% | 2,505 | 0.1% | Consumer Staples |
VYMI Vanguard International High Dividend Yield ETF | $447,168 | $15,124,569 â–¼ | -97.1% | 4,554 | 0.1% | ETF |
MRK Merck & Co., Inc. | $434,912 | $13,748 â–² | 3.3% | 3,385 | 0.1% | Healthcare |
VCEB Vanguard ESG U.S. Corporate Bond ETF | $434,696 | $3,598,638 â–¼ | -89.2% | 6,926 | 0.1% | ETF |
IBM International Business Machines | $431,150 | $562 â–² | 0.1% | 1,533 | 0.1% | Technology |
AMAT Applied Materials | $424,531 | $424,531 â–² | New Holding | 587 | 0.1% | Technology |
JPM JPMorgan Chase & Co. | $418,001 | $982 â–² | 0.2% | 1,277 | 0.1% | Finance |
VIGI Vanguard International Dividend Appreciation ETF | $414,277 | $12,336,321 â–¼ | -96.8% | 4,436 | 0.1% | ETF |
XVV iShares ESG Select Screened S&P 500 ETF | $410,365 | $597,999 â–¼ | -59.3% | 7,226 | 0.1% | ETF |
PAYX Paychex | $382,323 | $6,195 â–¼ | -1.6% | 3,888 | 0.0% | Industrials |
TOST Toast | $372,677 | | 0.0% | 13,396 | 0.0% | Finance |
QQQ Invesco QQQ | $343,899 | $47,130 â–¼ | -12.1% | 467 | 0.0% | ETF |
TT Trane Technologies | $339,883 | $9,823 â–¼ | -2.8% | 692 | 0.0% | Industrials |
TMO Thermo Fisher Scientific | $336,413 | $4,512 â–² | 1.4% | 671 | 0.0% | Healthcare |
SCHF Schwab International Equity ETF | $321,154 | $24,653 â–¼ | -7.1% | 11,594 | 0.0% | ETF |
TSLA Tesla | $320,533 | $21,032 â–² | 7.0% | 762 | 0.0% | Consumer Discretionary |
SCHX Schwab US Large-Cap ETF | $310,577 | $1,567,894 â–¼ | -83.5% | 10,553 | 0.0% | ETF |
KLAC KLA | $306,770 | $306,770 â–² | New Holding | 1,017 | 0.0% | Technology |
VGIT Vanguard Intermediate-Term Treasury ETF | $303,287 | $2,932,718 â–¼ | -90.6% | 5,142 | 0.0% | ETF |
AMD Advanced Micro Devices | $295,743 | $295,743 â–² | New Holding | 509 | 0.0% | Technology |
