IVV iShares Core S&P 500 ETF | $149,456,750 | $12,134,241 ▲ | 8.8% | 240,710 | 14.4% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $80,813,548 | $2,314,773 ▼ | -2.8% | 1,995,889 | 7.8% | ETF |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $73,419,408 | $3,852,385 ▲ | 5.5% | 800,386 | 7.1% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $48,841,280 | $446,916 ▼ | -0.9% | 787,509 | 4.7% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $44,984,865 | $326,878 ▼ | -0.7% | 827,232 | 4.3% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $42,610,156 | $576,007 ▼ | -1.3% | 996,962 | 4.1% | ETF |
VUG Vanguard Growth ETF | $40,004,052 | $143,795 ▲ | 0.4% | 91,250 | 3.8% | ETF |
MOAT VanEck Morningstar Wide Moat ETF | $36,728,640 | $24,188,352 ▼ | -39.7% | 391,605 | 3.5% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $27,444,933 | $1,472,339 ▲ | 5.7% | 481,406 | 2.6% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $23,297,400 | $539,608 ▲ | 2.4% | 244,412 | 2.2% | ETF |
AFL Aflac | $22,832,829 | $11,073 ▼ | 0.0% | 216,507 | 2.2% | Finance |
VIG Vanguard Dividend Appreciation ETF | $20,350,527 | $550,153 ▼ | -2.6% | 99,431 | 2.0% | ETF |
VV Vanguard Large-Cap ETF | $17,963,649 | $8,706,795 ▲ | 94.1% | 62,964 | 1.7% | ETF |
FNDF Schwab Fundamental International Equity ETF | $16,210,009 | $1,749,513 ▼ | -9.7% | 405,048 | 1.6% | ETF |
APG APi Group | $16,060,382 | $155,651 ▼ | -1.0% | 314,601 | 1.5% | Business Services |
VWO Vanguard FTSE Emerging Markets ETF | $15,629,699 | $571,312 ▲ | 3.8% | 316,007 | 1.5% | ETF |
VO Vanguard Mid-Cap ETF | $14,532,965 | $5,952,541 ▲ | 69.4% | 51,935 | 1.4% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $14,502,062 | $1,860,342 ▼ | -11.4% | 340,424 | 1.4% | ETF |
SPHQ Invesco S&P 500 Quality ETF | $13,546,598 | $13,546,598 ▲ | New Holding | 190,101 | 1.3% | ETF |
MSFT Microsoft | $12,967,193 | $45,762 ▼ | -0.4% | 26,069 | 1.2% | Computer and Technology |
IJR iShares Core S&P Small-Cap ETF | $11,558,141 | $994,863 ▼ | -7.9% | 105,757 | 1.1% | ETF |
PRF Invesco RAFI US 1000 ETF | $10,052,196 | $420,967 ▼ | -4.0% | 237,809 | 1.0% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $9,494,663 | $746,372 ▼ | -7.3% | 105,356 | 0.9% | ETF |
IAU iShares Gold Trust | $9,442,845 | $537,979 ▼ | -5.4% | 151,425 | 0.9% | Finance |
SCHD Schwab US Dividend Equity ETF | $9,208,175 | $12,121,614 ▼ | -56.8% | 347,478 | 0.9% | ETF |
MDYG SPDR S&P 400 Mid Cap Growth ETF | $8,986,992 | $714,248 ▼ | -7.4% | 103,453 | 0.9% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $8,579,564 | $778,495 ▼ | -8.3% | 108,014 | 0.8% | ETF |
IVLU iShares MSCI Intl Value Factor ETF | $8,034,797 | $910,658 ▼ | -10.2% | 244,293 | 0.8% | ETF |
VB Vanguard Small-Cap ETF | $7,397,913 | $5,293,500 ▲ | 251.5% | 31,217 | 0.7% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $6,592,007 | $60,228 ▼ | -0.9% | 72,456 | 0.6% | ETF |
AAPL Apple | $6,295,067 | $58,063 ▲ | 0.9% | 30,682 | 0.6% | Computer and Technology |
CF CF Industries | $6,058,476 | | 0.0% | 65,853 | 0.6% | Basic Materials |
GLDM SPDR Gold MiniShares Trust | $5,892,411 | $678,067 ▼ | -10.3% | 89,933 | 0.6% | Finance |
ESGD iShares ESG Aware MSCI EAFE ETF | $5,829,814 | $82,529 ▲ | 1.4% | 65,342 | 0.6% | Manufacturing |
SPYV SPDR Portfolio S&P 500 Value ETF | $5,361,971 | $304,514 ▼ | -5.4% | 102,445 | 0.5% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $5,110,839 | $744,423 ▼ | -12.7% | 104,239 | 0.5% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $4,710,170 | $320,564 ▼ | -6.4% | 68,721 | 0.5% | ETF |
GGG Graco | $4,680,293 | | 0.0% | 54,441 | 0.5% | Industrials |
IJJ iShares S&P Mid-Cap 400 Value ETF | $4,443,972 | $56,847 ▼ | -1.3% | 35,960 | 0.4% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $4,407,839 | $82,282 ▲ | 1.9% | 55,445 | 0.4% | ETF |
VOE Vanguard Mid-Cap Value ETF | $4,165,526 | $6,249 ▼ | -0.1% | 25,329 | 0.4% | ETF |
XVV iShares ESG Select Screened S&P 500 ETF | $3,939,143 | $237,872 ▼ | -5.7% | 82,601 | 0.4% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $3,787,088 | $47,188 ▲ | 1.3% | 56,339 | 0.4% | ETF |
VTI Vanguard Total Stock Market ETF | $3,499,830 | $355,910 ▲ | 11.3% | 11,515 | 0.3% | ETF |
BNDX Vanguard Total International Bond ETF | $3,434,113 | $602,042 ▼ | -14.9% | 69,362 | 0.3% | ETF |
XJH iShares ESG Select Screened S&P Mid-Cap ETF | $3,366,729 | $218,373 ▼ | -6.1% | 81,126 | 0.3% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $3,267,089 | $2,966,529 ▲ | 987.0% | 32,447 | 0.3% | ETF |
EFG iShares MSCI EAFE Growth ETF | $3,218,880 | $306,432 ▼ | -8.7% | 28,740 | 0.3% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $3,148,527 | $64,322 ▲ | 2.1% | 66,229 | 0.3% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $3,111,325 | $360,790 ▼ | -10.4% | 104,829 | 0.3% | ETF |
VGT Vanguard Information Technology ETF | $3,060,590 | $25,870 ▲ | 0.9% | 4,614 | 0.3% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $2,956,078 | $199,478 ▼ | -6.3% | 58,980 | 0.3% | Finance |
SPLG SPDR Portfolio S&P 500 ETF | $2,750,735 | $328,704 ▲ | 13.6% | 37,842 | 0.3% | ETF |
AMAT Applied Materials | $2,670,809 | | 0.0% | 14,589 | 0.3% | Computer and Technology |
MDT Medtronic | $2,589,515 | $99,898 ▲ | 4.0% | 29,706 | 0.2% | Medical |
JPM JPMorgan Chase & Co. | $2,488,878 | $11,886 ▼ | -0.5% | 8,585 | 0.2% | Finance |
AMZN Amazon.com | $2,351,861 | $102,894 ▼ | -4.2% | 10,720 | 0.2% | Retail/Wholesale |
SPY SPDR S&P 500 ETF Trust | $2,346,686 | $100,713 ▲ | 4.5% | 3,798 | 0.2% | Finance |
BRK.A Berkshire Hathaway | $2,186,400 | | 0.0% | 3 | 0.2% | Finance |
JHMM John Hancock Multifactor Mid Cap ETF | $1,998,585 | $7,764 ▼ | -0.4% | 32,694 | 0.2% | ETF |
GOOG Alphabet | $1,881,399 | $53,217 ▲ | 2.9% | 10,606 | 0.2% | Computer and Technology |
DIS Walt Disney | $1,843,781 | $72,298 ▼ | -3.8% | 14,868 | 0.2% | Consumer Discretionary |
JPST JPMorgan Ultra-Short Income ETF | $1,831,527 | $99,941 ▼ | -5.2% | 36,139 | 0.2% | ETF |
NVDA NVIDIA | $1,803,930 | $444,268 ▼ | -19.8% | 11,418 | 0.2% | Computer and Technology |
IDV iShares International Select Dividend ETF | $1,754,661 | $32,163 ▼ | -1.8% | 50,845 | 0.2% | ETF |
ABT Abbott Laboratories | $1,748,839 | | 0.0% | 12,858 | 0.2% | Medical |
DES WisdomTree U.S. SmallCap Dividend Fund | $1,728,189 | | 0.0% | 54,414 | 0.2% | Finance |
ABBV AbbVie | $1,725,582 | | 0.0% | 9,296 | 0.2% | Medical |
ESGE iShares ESG Aware MSCI EM ETF | $1,624,263 | $5,170 ▲ | 0.3% | 41,467 | 0.2% | Manufacturing |
GOOGL Alphabet | $1,618,497 | $101,156 ▼ | -5.9% | 9,184 | 0.2% | Computer and Technology |
QCOM QUALCOMM | $1,610,915 | | 0.0% | 10,115 | 0.2% | Computer and Technology |
INTC Intel | $1,585,069 | $14,739 ▼ | -0.9% | 70,762 | 0.2% | Computer and Technology |
JNJ Johnson & Johnson | $1,548,903 | $22,455 ▼ | -1.4% | 10,140 | 0.1% | Medical |
SLYG SPDR S&P 600 Small Cap Growth ETF | $1,455,010 | $528,610 ▼ | -26.6% | 16,394 | 0.1% | ETF |
MCD McDonald's | $1,448,615 | $8,473 ▼ | -0.6% | 4,958 | 0.1% | Retail/Wholesale |
UNH UnitedHealth Group | $1,411,779 | $29,328 ▼ | -2.0% | 4,525 | 0.1% | Medical |
SCHW Charles Schwab | $1,355,371 | $6,204 ▼ | -0.5% | 14,855 | 0.1% | Finance |
ORCL Oracle | $1,348,292 | $21,863 ▼ | -1.6% | 6,167 | 0.1% | Computer and Technology |
META Meta Platforms | $1,313,063 | $11,071 ▼ | -0.8% | 1,779 | 0.1% | Computer and Technology |
PWV Invesco Large Cap Value ETF | $1,291,072 | $30,324 ▼ | -2.3% | 20,777 | 0.1% | ETF |
VSGX Vanguard ESG International Stock ETF | $1,200,943 | $230,757 ▼ | -16.1% | 18,335 | 0.1% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $1,178,588 | $349,650 ▼ | -22.9% | 12,937 | 0.1% | ETF |
CRM Salesforce | $1,173,113 | $6,817 ▼ | -0.6% | 4,302 | 0.1% | Computer and Technology |
SUSC iShares ESG Aware USD Corporate Bond ETF | $1,120,546 | $83,094 ▼ | -6.9% | 48,237 | 0.1% | Manufacturing |
IEFA iShares Core MSCI EAFE ETF | $1,093,467 | $20,869 ▼ | -1.9% | 13,099 | 0.1% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $1,092,650 | $569 ▼ | -0.1% | 3,842 | 0.1% | ETF |
BBY Best Buy | $1,074,088 | | 0.0% | 16,000 | 0.1% | Retail/Wholesale |
CSCO Cisco Systems | $1,058,601 | $6,591 ▲ | 0.6% | 15,258 | 0.1% | Computer and Technology |
XJR iShares ESG Select Screened S&P Small-Cap ETF | $1,038,188 | $175,365 ▲ | 20.3% | 26,250 | 0.1% | ETF |
XOM Exxon Mobil | $1,018,584 | | 0.0% | 9,449 | 0.1% | Energy |
IJT iShares S&P Small-Cap 600 Growth ETF | $1,003,026 | $16,498 ▼ | -1.6% | 7,539 | 0.1% | ETF |
IVW iShares S&P 500 Growth ETF | $991,910 | $8,698 ▼ | -0.9% | 9,009 | 0.1% | ETF |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $970,631 | $74,176 ▲ | 8.3% | 38,563 | 0.1% | Manufacturing |
JMST JPMorgan Ultra-Short Municipal ETF | $962,745 | $100,414 ▲ | 11.6% | 18,907 | 0.1% | ETF |
BAC Bank of America | $894,179 | | 0.0% | 18,896 | 0.1% | Finance |
DE Deere & Company | $875,620 | | 0.0% | 1,722 | 0.1% | Industrials |
NVS Novartis | $855,967 | | 0.0% | 7,074 | 0.1% | Medical |
KO CocaCola | $842,768 | $53,062 ▼ | -5.9% | 11,912 | 0.1% | Consumer Staples |
SUSA iShares MSCI USA ESG Select ETF | $825,904 | $24,970 ▲ | 3.1% | 6,516 | 0.1% | ETF |
MUB iShares National Muni Bond ETF | $824,211 | $377,054 ▼ | -31.4% | 7,889 | 0.1% | ETF |
