IVV iShares Core S&P 500 ETF | $173,854,198 | $7,215,561 â–¼ | -4.0% | 232,149 | 13.2% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $122,470,123 | $3,857,254 â–¼ | -3.1% | 2,430,445 | 9.3% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $93,019,785 | $7,724,912 â–² | 9.1% | 924,007 | 7.0% | ETF |
AVDE Avantis International Equity ETF | $68,676,009 | $5,503,554 â–² | 8.7% | 769,910 | 5.2% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $61,234,875 | $664,611 â–¼ | -1.1% | 794,124 | 4.6% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $55,121,163 | $2,391,285 â–¼ | -4.2% | 815,885 | 4.2% | ETF |
VUG Vanguard Growth ETF | $50,096,138 | $41,676,290 â–² | 495.0% | 581,566 | 3.8% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $41,263,413 | $101,489 â–² | 0.2% | 796,899 | 3.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $38,141,920 | $955,392 â–² | 2.6% | 535,325 | 2.9% | ETF |
MOAT VanEck Morningstar Wide Moat ETF | $35,235,422 | $1,989,174 â–¼ | -5.3% | 338,932 | 2.7% | ETF |
APG APi Group | $29,612,899 | $11,834,623 â–² | 66.6% | 699,242 | 2.2% | Business Services |
SPYG SPDR Portfolio S&P 500 Growth ETF | $26,674,967 | $882,550 â–¼ | -3.2% | 224,178 | 2.0% | ETF |
VV Vanguard Large-Cap ETF | $25,802,614 | $967,422 â–¼ | -3.6% | 75,027 | 2.0% | ETF |
AFL Aflac | $25,176,741 | $1,055 â–² | 0.0% | 214,727 | 1.9% | Finance |
VIG Vanguard Dividend Appreciation ETF | $21,405,994 | $502,343 â–¼ | -2.3% | 90,466 | 1.6% | ETF |
FNDF Schwab Fundamental International Equity ETF | $19,960,277 | $429,730 â–² | 2.2% | 378,322 | 1.5% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $18,091,127 | $46,558 â–¼ | -0.3% | 303,085 | 1.4% | ETF |
SPHQ Invesco S&P 500 Quality ETF | $17,717,985 | $2,028,872 â–¼ | -10.3% | 196,648 | 1.3% | ETF |
VO Vanguard Mid-Cap ETF | $15,745,210 | $11,718,166 â–² | 291.0% | 195,423 | 1.2% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $14,247,194 | $1,962,009 â–² | 16.0% | 162,121 | 1.1% | ETF |
IJR iShares Core S&P Small-Cap ETF | $13,547,400 | $1,202,351 â–¼ | -8.2% | 91,345 | 1.0% | ETF |
MSFT Microsoft | $12,139,251 | $28,723 â–¼ | -0.2% | 32,543 | 0.9% | Computer and Technology |
PRF Invesco RAFI US 1000 ETF | $11,397,364 | $416,247 â–¼ | -3.5% | 210,945 | 0.9% | ETF |
AMAT Applied Materials | $9,774,237 | $154,722 â–¼ | -1.6% | 13,519 | 0.7% | Computer and Technology |
IAU iShares Gold Trust | $9,727,403 | $145,432 â–¼ | -1.5% | 128,823 | 0.7% | Finance |
INTC Intel | $9,183,605 | $405,206 â–¼ | -4.2% | 65,771 | 0.7% | Computer and Technology |
AAPL Apple | $9,022,120 | $516,790 â–² | 6.1% | 31,180 | 0.7% | Computer and Technology |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $8,553,562 | $10,047,793 â–¼ | -54.0% | 148,319 | 0.6% | ETF |
MDYG SPDR S&P 400 Mid Cap Growth ETF | $8,415,339 | $1,182,880 â–¼ | -12.3% | 75,077 | 0.6% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $8,156,644 | $248,223 â–¼ | -3.0% | 85,995 | 0.6% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $7,962,074 | $1,008,788 â–¼ | -11.2% | 85,265 | 0.6% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $7,661,916 | $10,589 â–¼ | -0.1% | 74,525 | 0.6% | Manufacturing |
IVLU iShares MSCI Intl Value Factor ETF | $7,585,521 | $54,910 â–¼ | -0.7% | 181,385 | 0.6% | ETF |
VB Vanguard Small-Cap ETF | $7,368,989 | $1,602,020 â–¼ | -17.9% | 24,310 | 0.6% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $7,249,284 | $242,403 â–¼ | -3.2% | 61,696 | 0.5% | ETF |
CF CF Industries | $6,761,054 | | 0.0% | 62,452 | 0.5% | Basic Materials |
AVEM Avantis Emerging Markets Equity ETF | $5,382,068 | $72,560 â–¼ | -1.3% | 55,779 | 0.4% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $4,931,129 | $113,458 â–¼ | -2.2% | 33,379 | 0.4% | ETF |
SCHD Schwab US Dividend Equity ETF | $4,852,661 | $766,365 â–¼ | -13.6% | 153,033 | 0.4% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $4,667,169 | $64,692 â–² | 1.4% | 92,273 | 0.4% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $4,585,717 | $8,626 â–¼ | -0.2% | 54,755 | 0.3% | ETF |
VOE Vanguard Mid-Cap Value ETF | $4,431,674 | $113,420 â–¼ | -2.5% | 22,428 | 0.3% | ETF |
VGT Vanguard Information Technology ETF | $4,344,472 | $3,795,034 â–² | 690.7% | 36,349 | 0.3% | ETF |
XJH iShares ESG Select Screened S&P Mid-Cap ETF | $4,322,088 | $172,095 â–¼ | -3.8% | 82,878 | 0.3% | ETF |
XVV iShares ESG Select Screened S&P 500 ETF | $4,296,845 | $566,821 â–¼ | -11.7% | 75,662 | 0.3% | ETF |
GLDM SPDR Gold MiniShares Trust | $4,160,973 | $418,464 â–¼ | -9.1% | 52,392 | 0.3% | Finance |
VTI Vanguard Total Stock Market ETF | $4,079,784 | $28,864 â–¼ | -0.7% | 11,025 | 0.3% | ETF |
GGG Graco | $4,074,699 | $15,576 â–¼ | -0.4% | 53,891 | 0.3% | Industrials |
VCSH Vanguard Short-Term Corporate Bond ETF | $3,864,623 | $10,195 â–¼ | -0.3% | 48,901 | 0.3% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $3,783,418 | $235,134 â–¼ | -5.9% | 62,238 | 0.3% | ETF |
CELC Celcuity | $3,740,479 | | 0.0% | 35,753 | 0.3% | Medical |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $3,661,427 | $28,920 â–² | 0.8% | 77,229 | 0.3% | ETF |
GOOG Alphabet | $3,617,040 | $41,340 â–¼ | -1.1% | 10,237 | 0.3% | Computer and Technology |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $3,402,133 | $59,944 â–¼ | -1.7% | 83,714 | 0.3% | ETF |
GOOGL Alphabet | $3,387,153 | $42,170 â–² | 1.3% | 9,478 | 0.3% | Computer and Technology |
EFG iShares MSCI EAFE Growth ETF | $3,172,959 | $48,524 â–¼ | -1.5% | 25,502 | 0.2% | ETF |
AMZN Amazon.com | $3,105,094 | $302,215 â–² | 10.8% | 13,028 | 0.2% | Retail/Wholesale |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $3,069,574 | $8,614 â–¼ | -0.3% | 33,496 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $2,807,837 | $6,547 â–² | 0.2% | 8,578 | 0.2% | Finance |
SPY SPDR S&P 500 ETF Trust | $2,691,784 | $40,321 â–¼ | -1.5% | 3,605 | 0.2% | Finance |
DON WisdomTree U.S. MidCap Dividend Fund | $2,624,281 | $110,158 â–¼ | -4.0% | 46,431 | 0.2% | Finance |
NVDA NVIDIA | $2,597,569 | $67,831 â–² | 2.7% | 12,982 | 0.2% | Computer and Technology |
ESGE iShares ESG Aware MSCI EM ETF | $2,314,317 | $43,807 â–¼ | -1.9% | 42,317 | 0.2% | Manufacturing |
ABBV AbbVie | $2,265,845 | $4,530 â–¼ | -0.2% | 9,004 | 0.2% | Medical |
MDT Medtronic | $2,167,088 | | 0.0% | 27,701 | 0.2% | Medical |
JHMM John Hancock Multifactor Mid Cap ETF | $2,093,483 | $34,856 â–¼ | -1.6% | 27,928 | 0.2% | ETF |
DES WisdomTree U.S. SmallCap Dividend Fund | $2,030,665 | $31,852 â–¼ | -1.5% | 49,918 | 0.2% | Finance |
JNJ Johnson & Johnson | $1,955,384 | $180,833 â–¼ | -8.5% | 7,699 | 0.1% | Medical |
UNH UnitedHealth Group | $1,872,317 | $31,586 â–² | 1.7% | 4,505 | 0.1% | Medical |
QCOM Qualcomm | $1,855,662 | $10,903 â–¼ | -0.6% | 10,042 | 0.1% | Computer and Technology |
IDV iShares International Select Dividend ETF | $1,773,908 | $663 â–¼ | 0.0% | 42,817 | 0.1% | ETF |
AVGO Broadcom | $1,627,347 | $1,429,028 â–² | 720.6% | 4,308 | 0.1% | Computer and Technology |
CSCO Cisco Systems | $1,615,545 | $11,629 â–¼ | -0.7% | 13,754 | 0.1% | Computer and Technology |
XOM ExxonMobil | $1,614,188 | $416,022 â–² | 34.7% | 11,807 | 0.1% | Energy |
BRK.A Berkshire Hathaway | $1,497,700 | $748,850 â–¼ | -33.3% | 2 | 0.1% | Finance |
VSGX Vanguard ESG International Stock ETF | $1,480,474 | $1,729 â–¼ | -0.1% | 17,980 | 0.1% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $1,450,408 | $138,548 â–¼ | -8.7% | 12,175 | 0.1% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $1,449,927 | $8,359 â–² | 0.6% | 11,622 | 0.1% | ETF |
TRV Travelers Companies | $1,441,625 | $7,593 â–¼ | -0.5% | 4,367 | 0.1% | Finance |
IEFA iShares Core MSCI EAFE ETF | $1,405,872 | | 0.0% | 14,557 | 0.1% | ETF |
DIS Walt Disney | $1,405,347 | | 0.0% | 14,601 | 0.1% | Consumer Discretionary |
MCD McDonald's | $1,393,482 | $132,996 â–² | 10.6% | 5,155 | 0.1% | Retail/Wholesale |
SUSC iShares ESG Aware USD Corporate Bond ETF | $1,353,663 | $12,409 â–² | 0.9% | 58,470 | 0.1% | Manufacturing |
SCHW Charles Schwab | $1,351,110 | $4,798 â–² | 0.4% | 14,643 | 0.1% | Finance |
AIQ Global X Artificial Intelligence & Technology ETF | $1,288,515 | | 0.0% | 19,639 | 0.1% | ETF |
BBY Best Buy | $1,214,089 | | 0.0% | 16,000 | 0.1% | Retail/Wholesale |
FLEX Flex | $1,204,181 | $1,198,671 â–² | 21,752.9% | 7,430 | 0.1% | Computer and Technology |
IJT iShares S&P Small-Cap 600 Growth ETF | $1,186,514 | $83,769 â–¼ | -6.6% | 6,643 | 0.1% | ETF |
QQQ Invesco QQQ | $1,186,341 | $27,247 â–¼ | -2.2% | 1,611 | 0.1% | Finance |
BNDX Vanguard Total International Bond ETF | $1,171,475 | $157,495 â–¼ | -11.9% | 24,189 | 0.1% | ETF |
ABT Abbott Laboratories | $1,145,932 | $4,537 â–¼ | -0.4% | 12,629 | 0.1% | Medical |
META Meta Platforms | $1,136,720 | $2,816 â–² | 0.2% | 2,018 | 0.1% | Computer and Technology |
FSLR First Solar | $1,113,968 | $45,304 â–² | 4.2% | 4,721 | 0.1% | Energy |
IEMG iShares Core MSCI Emerging Markets ETF | $1,106,830 | | 0.0% | 13,361 | 0.1% | ETF |
GDX VanEck Gold Miners ETF | $1,096,968 | | 0.0% | 14,539 | 0.1% | ETF |
BAC Bank of America | $1,078,356 | $48,604 â–² | 4.7% | 18,925 | 0.1% | Finance |
DE Deere & Company | $1,074,556 | $3,172 â–² | 0.3% | 1,694 | 0.1% | Industrials |
IVW iShares S&P 500 Growth ETF | $1,069,696 | $46,072 â–¼ | -4.1% | 7,778 | 0.1% | ETF |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $1,067,473 | $14,419 â–² | 1.4% | 42,716 | 0.1% | Manufacturing |
SMOG VanEck Low Carbon Energy ETF | $1,055,406 | $10,227 â–¼ | -1.0% | 7,224 | 0.1% | ETF |
