IVV iShares Core S&P 500 ETF | $157,935,661 | $80,096,577 â–¼ | -33.6% | 241,784 | 13.2% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $114,444,235 | $11,391,775 â–² | 11.1% | 2,506,993 | 9.5% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $85,286,400 | $85,158,864 â–² | 66,772.3% | 847,272 | 7.1% | ETF |
AVDE Avantis International Equity ETF | $60,084,616 | $60,084,616 â–² | New Holding | 708,211 | 5.0% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $54,209,259 | $1,115,258 â–¼ | -2.0% | 802,743 | 4.5% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $50,412,777 | $2,007,142 â–¼ | -3.8% | 851,280 | 4.2% | ETF |
VUG Vanguard Growth ETF | $42,694,411 | $1,601,707 â–² | 3.9% | 97,746 | 3.6% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $37,290,602 | $407,367 â–¼ | -1.1% | 794,939 | 3.1% | ETF |
MOAT VanEck Morningstar Wide Moat ETF | $34,625,030 | $1,599,227 â–¼ | -4.4% | 358,066 | 2.9% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $33,444,389 | $3,155,108 â–² | 10.4% | 521,916 | 2.8% | ETF |
AFL Aflac | $23,556,712 | $19,309 â–¼ | -0.1% | 214,718 | 2.0% | Finance |
VV Vanguard Large-Cap ETF | $23,262,552 | $4,555,384 â–² | 24.4% | 77,840 | 1.9% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $22,675,472 | $866,504 â–¼ | -3.7% | 231,595 | 1.9% | ETF |
VIG Vanguard Dividend Appreciation ETF | $19,912,125 | $780,665 â–¼ | -3.8% | 92,589 | 1.7% | ETF |
FNDF Schwab Fundamental International Equity ETF | $18,112,762 | $789,975 â–¼ | -4.2% | 370,177 | 1.5% | ETF |
APG APi Group | $17,010,053 | | 0.0% | 419,794 | 1.4% | Business Services |
SPHQ Invesco S&P 500 Quality ETF | $16,479,092 | $271,661 â–¼ | -1.6% | 219,166 | 1.4% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $16,423,888 | $63,887 â–² | 0.4% | 303,865 | 1.4% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $15,585,505 | $440,436 â–¼ | -2.7% | 322,548 | 1.3% | ETF |
VO Vanguard Mid-Cap ETF | $14,353,753 | $112,861 â–¼ | -0.8% | 49,982 | 1.2% | ETF |
IJR iShares Core S&P Small-Cap ETF | $12,362,917 | $318,359 â–¼ | -2.5% | 99,452 | 1.0% | ETF |
MSFT Microsoft | $12,075,006 | $45,531 â–² | 0.4% | 32,620 | 1.0% | Computer and Technology |
IAU iShares Gold Trust | $11,526,807 | $1,054,832 â–¼ | -8.4% | 130,749 | 1.0% | Finance |
SPLG SPDR Portfolio S&P 500 ETF | $10,699,910 | $4,335,685 â–² | 68.1% | 139,795 | 0.9% | ETF |
PRF Invesco RAFI US 1000 ETF | $10,392,388 | $660,429 â–¼ | -6.0% | 218,649 | 0.9% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $8,498,202 | $257,596 â–¼ | -2.9% | 96,068 | 0.7% | ETF |
MDYG SPDR S&P 400 Mid Cap Growth ETF | $8,217,067 | $1,270,128 â–¼ | -13.4% | 85,630 | 0.7% | ETF |
CF CF Industries | $8,108,768 | $441,586 â–¼ | -5.2% | 62,452 | 0.7% | Basic Materials |
VB Vanguard Small-Cap ETF | $7,751,645 | $321,119 â–¼ | -4.0% | 29,595 | 0.6% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $7,545,285 | $880,959 â–¼ | -10.5% | 88,612 | 0.6% | ETF |
AAPL Apple | $7,459,961 | $153,798 â–¼ | -2.0% | 29,394 | 0.6% | Computer and Technology |
IVLU iShares MSCI Intl Value Factor ETF | $7,249,457 | $1,557,361 â–¼ | -17.7% | 182,698 | 0.6% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $7,135,930 | $413,652 â–² | 6.2% | 74,628 | 0.6% | Manufacturing |
IJK iShares S&P Mid-Cap 400 Growth ETF | $6,415,476 | $498,073 â–¼ | -7.2% | 63,759 | 0.5% | ETF |
SCHD Schwab US Dividend Equity ETF | $5,436,512 | $2,115,411 â–¼ | -28.0% | 177,201 | 0.5% | ETF |
GLDM SPDR Gold MiniShares Trust | $5,344,599 | $1,435,027 â–¼ | -21.2% | 57,661 | 0.4% | Finance |
AMAT Applied Materials | $4,693,803 | $215,670 â–¼ | -4.4% | 13,733 | 0.4% | Computer and Technology |
GGG Graco | $4,579,312 | $29,120 â–¼ | -0.6% | 54,097 | 0.4% | Industrials |
AVEM Avantis Emerging Markets Equity ETF | $4,555,273 | $213,618 â–¼ | -4.5% | 56,531 | 0.4% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $4,539,691 | $328,027 â–¼ | -6.7% | 90,994 | 0.4% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $4,524,473 | $162,710 â–¼ | -3.5% | 34,147 | 0.4% | ETF |
VOE Vanguard Mid-Cap Value ETF | $4,238,717 | $300,370 â–¼ | -6.6% | 23,002 | 0.4% | ETF |
XVV iShares ESG Select Screened S&P 500 ETF | $4,215,349 | $754,001 â–¼ | -15.2% | 85,643 | 0.4% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $4,119,803 | $39,953 â–¼ | -1.0% | 54,858 | 0.3% | ETF |
CELC Celcuity | $4,080,848 | $114,140 â–¼ | -2.7% | 35,753 | 0.3% | Medical |
XJH iShares ESG Select Screened S&P Mid-Cap ETF | $3,909,896 | $219,636 â–¼ | -5.3% | 86,178 | 0.3% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $3,886,596 | $97,026 â–¼ | -2.4% | 49,030 | 0.3% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $3,740,250 | $1,416,413 â–¼ | -27.5% | 66,106 | 0.3% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $3,643,234 | $142,602 â–² | 4.1% | 76,619 | 0.3% | ETF |
VTI Vanguard Total Stock Market ETF | $3,562,034 | $59,030 â–¼ | -1.6% | 11,103 | 0.3% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $3,224,191 | $3,158,077 â–² | 4,776.7% | 32,479 | 0.3% | Finance |
VGT Vanguard Information Technology ETF | $3,207,646 | $9,769 â–¼ | -0.3% | 4,597 | 0.3% | ETF |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $3,078,188 | $1,993,354 â–² | 183.7% | 33,590 | 0.3% | ETF |
INTC Intel | $3,030,540 | $42,806 â–¼ | -1.4% | 68,673 | 0.3% | Computer and Technology |
GOOG Alphabet | $2,970,149 | $34,710 â–² | 1.2% | 10,354 | 0.2% | Computer and Technology |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $2,943,277 | $165,633 â–¼ | -5.3% | 85,189 | 0.2% | ETF |
EFG iShares MSCI EAFE Growth ETF | $2,883,593 | $218,731 â–¼ | -7.1% | 25,892 | 0.2% | ETF |
GOOGL Alphabet | $2,691,562 | $15,816 â–² | 0.6% | 9,360 | 0.2% | Computer and Technology |
DON WisdomTree U.S. MidCap Dividend Fund | $2,541,886 | $308,095 â–¼ | -10.8% | 48,380 | 0.2% | Finance |
JPM JPMorgan Chase & Co. | $2,517,422 | $5,295 â–² | 0.2% | 8,558 | 0.2% | Finance |
AMZN Amazon.com | $2,449,256 | $9,789 â–¼ | -0.4% | 11,760 | 0.2% | Retail/Wholesale |
MDT Medtronic | $2,400,334 | $49,131 â–¼ | -2.0% | 27,701 | 0.2% | Medical |
SPY SPDR S&P 500 ETF Trust | $2,379,314 | $35,114 â–¼ | -1.5% | 3,659 | 0.2% | Finance |
NVDA NVIDIA | $2,204,940 | $72,202 â–² | 3.4% | 12,643 | 0.2% | Computer and Technology |
BRK.A Berkshire Hathaway | $2,154,420 | | 0.0% | 3 | 0.2% | Finance |
JNJ Johnson & Johnson | $2,056,041 | $386,226 â–¼ | -15.8% | 8,411 | 0.2% | Medical |
ABBV AbbVie | $1,962,263 | $38,932 â–¼ | -1.9% | 9,022 | 0.2% | Medical |
ESGE iShares ESG Aware MSCI EM ETF | $1,960,576 | $34,193 â–¼ | -1.7% | 43,118 | 0.2% | Manufacturing |
JHMM John Hancock Multifactor Mid Cap ETF | $1,905,739 | $49,333 â–¼ | -2.5% | 28,393 | 0.2% | ETF |
IDV iShares International Select Dividend ETF | $1,822,972 | $254,083 â–¼ | -12.2% | 42,833 | 0.2% | ETF |
DES WisdomTree U.S. SmallCap Dividend Fund | $1,822,194 | $74,647 â–¼ | -3.9% | 50,701 | 0.2% | Finance |
XOM ExxonMobil | $1,486,905 | $122,156 â–¼ | -7.6% | 8,764 | 0.1% | Energy |
MCD McDonald's | $1,449,252 | $86,402 â–¼ | -5.6% | 4,663 | 0.1% | Retail/Wholesale |
DIS Walt Disney | $1,407,245 | $14,746 â–¼ | -1.0% | 14,601 | 0.1% | Consumer Discretionary |
SCHW Charles Schwab | $1,371,263 | $7,988 â–¼ | -0.6% | 14,591 | 0.1% | Finance |
SUSC iShares ESG Aware USD Corporate Bond ETF | $1,340,460 | $66,961 â–² | 5.3% | 57,934 | 0.1% | Manufacturing |
GDX VanEck Gold Miners ETF | $1,334,245 | $32,945 â–¼ | -2.4% | 14,539 | 0.1% | ETF |
BNDX Vanguard Total International Bond ETF | $1,318,542 | $15,568 â–² | 1.2% | 27,441 | 0.1% | ETF |
IEFA iShares Core MSCI EAFE ETF | $1,317,805 | $127,915 â–² | 10.8% | 14,557 | 0.1% | ETF |
ABT Abbott Laboratories | $1,301,727 | $18,583 â–¼ | -1.4% | 12,679 | 0.1% | Medical |
QCOM Qualcomm | $1,300,807 | $3,220 â–¼ | -0.2% | 10,101 | 0.1% | Computer and Technology |
VSGX Vanguard ESG International Stock ETF | $1,291,212 | $33,641 â–¼ | -2.5% | 18,001 | 0.1% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $1,288,718 | $147,442 â–¼ | -10.3% | 13,338 | 0.1% | ETF |
TRV Travelers Companies | $1,280,467 | $36,751 â–¼ | -2.8% | 4,390 | 0.1% | Finance |
AVUV Avantis U.S. Small Cap Value ETF | $1,276,438 | $2,209 â–² | 0.2% | 11,555 | 0.1% | ETF |
UNH UnitedHealth Group | $1,198,381 | $47,080 â–¼ | -3.8% | 4,429 | 0.1% | Medical |
XJR iShares ESG Select Screened S&P Small-Cap ETF | $1,173,293 | $31,260 â–¼ | -2.6% | 26,949 | 0.1% | ETF |
META Meta Platforms | $1,151,698 | $4,577 â–² | 0.4% | 2,013 | 0.1% | Computer and Technology |
CSCO Cisco Systems | $1,074,855 | $76,426 â–¼ | -6.6% | 13,853 | 0.1% | Computer and Technology |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $1,056,215 | $44,641 â–² | 4.4% | 42,139 | 0.1% | Manufacturing |
PWV Invesco Large Cap Value ETF | $1,052,067 | $252,769 â–¼ | -19.4% | 15,092 | 0.1% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $1,029,145 | $37,334 â–¼ | -3.5% | 7,112 | 0.1% | ETF |
BBY Best Buy | $1,027,208 | | 0.0% | 16,000 | 0.1% | Retail/Wholesale |
SMOG VanEck Low Carbon Energy ETF | $1,012,110 | $45,097 â–² | 4.7% | 7,294 | 0.1% | ETF |
CVX Chevron | $991,064 | $63,519 â–² | 6.8% | 4,790 | 0.1% | Energy |
ORCL Oracle | $974,457 | $5,002 â–² | 0.5% | 6,624 | 0.1% | Computer and Technology |
JMST JPMorgan Ultra-Short Municipal ETF | $963,879 | | 0.0% | 18,907 | 0.1% | ETF |
NVS Novartis | $954,461 | $34,366 â–¼ | -3.5% | 6,249 | 0.1% | Medical |
DE Deere & Company | $951,414 | $28,165 â–¼ | -2.9% | 1,689 | 0.1% | Industrials |
QQQ Invesco QQQ | $951,193 | $8,081 â–¼ | -0.8% | 1,648 | 0.1% | Finance |
