SCHX Schwab US Large-Cap ETF | $376,950,207 | $68,207,350 ▲ | 22.1% | 12,808,366 | 29.0% | ETF |
ACWX iShares MSCI ACWI ex U.S. ETF | $167,994,713 | $77,093,190 ▲ | 84.8% | 2,207,262 | 12.9% | ETF |
BOND Pimco Total Return ETF | $124,226,766 | $7,436,366 ▲ | 6.4% | 1,347,216 | 9.6% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $106,340,409 | $34,500,940 ▲ | 48.0% | 1,574,014 | 8.2% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $89,055,427 | $6,960,765 ▲ | 8.5% | 899,732 | 6.9% | ETF |
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF | $64,722,702 | $2,861,148 ▲ | 4.6% | 1,075,753 | 5.0% | ETF |
EEM iShares MSCI Emerging Markets ETF | $50,838,764 | $46,706,594 ▲ | 1,130.3% | 743,148 | 3.9% | ETF |
USHY iShares Broad USD High Yield Corporate Bond ETF | $43,821,100 | $2,697,796 ▼ | -5.8% | 1,183,714 | 3.4% | ETF |
BKLN Invesco Senior Loan ETF | $33,396,217 | $16,738,197 ▲ | 100.5% | 1,639,480 | 2.6% | ETF |
EFIV SPDR S&P 500 ESG ETF | $29,721,063 | $355,971 ▼ | -1.2% | 407,529 | 2.3% | ETF |
BLV Vanguard Long-Term Bond ETF | $25,864,852 | $862,589 ▼ | -3.2% | 375,234 | 2.0% | ETF |
NVDA NVIDIA | $8,058,726 | $1,173,113 ▼ | -12.7% | 40,276 | 0.6% | Technology |
IWB iShares Russell 1000 ETF | $8,018,418 | $7,802,202 ▼ | -49.3% | 19,581 | 0.6% | ETF |
IVE iShares S&P 500 Value ETF | $7,362,466 | $13,698,614 ▼ | -65.0% | 32,425 | 0.6% | ETF |
XJH iShares ESG Select Screened S&P Mid-Cap ETF | $7,304,238 | $217,466 ▲ | 3.1% | 140,062 | 0.6% | ETF |
IVV iShares Core S&P 500 ETF | $7,133,383 | $1,385,486 ▼ | -16.3% | 9,525 | 0.5% | ETF |
GVI iShares Intermediate Government/Credit Bond ETF | $6,898,370 | $9,134,311 ▼ | -57.0% | 65,021 | 0.5% | ETF |
NUBD Nuveen ESG U.S. Aggregate Bond ETF | $6,690,998 | $439,579 ▲ | 7.0% | 302,281 | 0.5% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $6,036,384 | $13,027,031 ▼ | -68.3% | 101,129 | 0.5% | ETF |
VSGX Vanguard ESG International Stock ETF | $4,801,724 | $39,935 ▲ | 0.8% | 58,316 | 0.4% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $4,225,503 | $10,587,135 ▼ | -71.5% | 87,575 | 0.3% | ETF |
BSV Vanguard Short-Term Bond ETF | $3,910,299 | $439,568 ▲ | 12.7% | 50,190 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $3,856,955 | $646,684 ▲ | 20.1% | 5,165 | 0.3% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $3,412,005 | $2,452 ▲ | 0.1% | 33,399 | 0.3% | ETF |
ESGE iShares ESG Aware MSCI EM ETF | $3,387,693 | $31,556 ▲ | 0.9% | 61,944 | 0.3% | ETF |
XLK Technology Select Sector SPDR Fund | $3,369,931 | $348,843 ▼ | -9.4% | 17,688 | 0.3% | ETF |
AAPL Apple | $3,198,525 | $65,105 ▼ | -2.0% | 11,054 | 0.2% | Technology |
SPYV SPDR Portfolio S&P 500 Value ETF | $3,149,623 | $4,031,556 ▼ | -56.1% | 51,812 | 0.2% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $2,814,437 | $176,358 ▲ | 6.7% | 56,031 | 0.2% | ETF |
GE GE Aerospace | $2,705,185 | $25,415 ▲ | 0.9% | 7,238 | 0.2% | Industrials |
ICF iShares Select U.S. REIT ETF | $2,626,127 | $4,841,539 ▼ | -64.8% | 38,831 | 0.2% | ETF |
SCHH Schwab U.S. REIT ETF | $2,530,305 | $17,665 ▲ | 0.7% | 106,854 | 0.2% | ETF |
BRK.B Berkshire Hathaway | $2,417,384 | $5,478,770 ▼ | -69.4% | 4,831 | 0.2% | Finance |
GOOG Alphabet | $2,192,309 | $3,323,265 ▼ | -60.3% | 6,205 | 0.2% | Communication Services |
VERT GLOBAL SUSTAINABLE REAL ESTATE ETF
| $2,183,176 | $772,677 ▼ | -26.1% | 191,759 | 0.2% | ETF |
GE VERNOVA INC COM
| $2,112,401 | $14,098 ▲ | 0.7% | 1,798 | 0.2% | Stock |
CATH Global X S&P 500 Catholic Values ETF | $1,950,629 | | 0.0% | 22,041 | 0.2% | ETF |
CGW Invesco S&P Global Water Index ETF | $1,866,272 | $720,006 ▼ | -27.8% | 28,393 | 0.1% | ETF |
AMZN Amazon.com | $1,688,484 | $2,311,536 ▼ | -57.8% | 7,084 | 0.1% | Consumer Discretionary |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $1,621,509 | $40,220 ▲ | 2.5% | 17,860 | 0.1% | ETF |
MDYG SPDR S&P 400 Mid Cap Growth ETF | $1,592,870 | $1,873,424 ▼ | -54.0% | 14,211 | 0.1% | ETF |
IVW iShares S&P 500 Growth ETF | $1,412,915 | $9,187,111 ▼ | -86.7% | 10,274 | 0.1% | ETF |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $1,403,058 | $267,629 ▲ | 23.6% | 46,753 | 0.1% | ETF |
LHX L3Harris Technologies | $1,338,168 | | 0.0% | 4,605 | 0.1% | Industrials |
IWR iShares Russell Mid-Cap ETF | $1,318,338 | $11,296,116 ▼ | -89.5% | 11,950 | 0.1% | ETF |
QQQ Invesco QQQ | $1,261,589 | $41,979 ▼ | -3.2% | 1,713 | 0.1% | ETF |
GOOGL Alphabet | $1,231,915 | $77,196 ▼ | -5.9% | 3,447 | 0.1% | Communication Services |
MDYV SPDR S&P 400 Mid Cap Value ETF | $1,215,209 | $1,788,383 ▼ | -59.5% | 12,812 | 0.1% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $1,190,084 | $2,143,343 ▼ | -64.3% | 5,593 | 0.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $1,143,685 | $10,759 ▲ | 0.9% | 16,052 | 0.1% | ETF |
MSFT Microsoft | $1,089,301 | $2,155,473 ▼ | -66.4% | 2,920 | 0.1% | Technology |
IXN iShares Global Tech ETF | $1,078,047 | $535,267 ▼ | -33.2% | 7,462 | 0.1% | ETF |
META Meta Platforms | $1,059,595 | $632,602 ▼ | -37.4% | 1,881 | 0.1% | Communication Services |
SCHF Schwab International Equity ETF | $1,008,789 | $886,271 ▼ | -46.8% | 36,418 | 0.1% | ETF |
VTI Vanguard Total Stock Market ETF | $996,183 | $1,480 ▲ | 0.1% | 2,692 | 0.1% | ETF |
IEFA iShares Core MSCI EAFE ETF | $987,008 | $247,911 ▼ | -20.1% | 10,220 | 0.1% | ETF |
MO Altria Group | $985,332 | $60,293 ▼ | -5.8% | 13,695 | 0.1% | Consumer Staples |
PYPL PayPal | $976,774 | $719,896 ▼ | -42.4% | 22,621 | 0.1% | Finance |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $958,697 | $7,966 ▲ | 0.8% | 49,101 | 0.1% | ETF |
ISMD Inspire Small/Mid Cap ETF | $949,343 | | 0.0% | 18,988 | 0.1% | ETF |
CAT Caterpillar | $926,077 | $232,051 ▼ | -20.0% | 870 | 0.1% | Industrials |
VGIT Vanguard Intermediate-Term Treasury ETF | $924,806 | $9,909 ▲ | 1.1% | 15,680 | 0.1% | ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $916,308 | $6,689 ▲ | 0.7% | 46,715 | 0.1% | ETF |
DVA DaVita | $900,822 | $33,150 ▼ | -3.5% | 4,049 | 0.1% | Healthcare |
TSLA Tesla | $890,228 | $1,436,800 ▼ | -61.7% | 2,119 | 0.1% | Consumer Discretionary |
EFG iShares MSCI EAFE Growth ETF | $886,265 | $7,729,032 ▼ | -89.7% | 7,123 | 0.1% | ETF |
EFV iShares MSCI EAFE Value ETF | $880,379 | $4,942,171 ▼ | -84.9% | 11,501 | 0.1% | ETF |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $818,114 | $8,960 ▲ | 1.1% | 40,173 | 0.1% | ETF |
PG Procter & Gamble | $816,457 | $15,690 ▼ | -1.9% | 5,568 | 0.1% | Consumer Staples |
IJH iShares Core S&P Mid-Cap ETF | $774,811 | $12,338 ▼ | -1.6% | 10,048 | 0.1% | ETF |
TGT Target | $745,317 | $784 ▲ | 0.1% | 5,706 | 0.1% | Consumer Staples |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $684,267 | $4,097 ▲ | 0.6% | 29,894 | 0.1% | ETF |
HYLB Xtrackers USD High Yield Corporate Bond ETF | $682,851 | $63,472 ▲ | 10.2% | 18,698 | 0.1% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $667,443 | $4,760 ▼ | -0.7% | 5,609 | 0.1% | ETF |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $644,297 | $3,982 ▲ | 0.6% | 28,802 | 0.0% | ETF |
IBTI iShares iBonds Dec 2028 Term Treasury ETF | $642,086 | $3,985 ▲ | 0.6% | 29,001 | 0.0% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $628,715 | $1,007,040 ▼ | -61.6% | 5,278 | 0.0% | ETF |
XCEM Columbia EM Core ex-China ETF | $604,947 | $148,434 ▼ | -19.7% | 11,440 | 0.0% | ETF |
VZ Verizon Communications | $598,037 | $95,178 ▼ | -13.7% | 14,125 | 0.0% | Communication Services |
SPVU Invesco S&P 500 Enhanced Value ETF | $582,257 | $824,497 ▼ | -58.6% | 8,331 | 0.0% | ETF |
AVGO Broadcom | $579,709 | $1,358,823 ▼ | -70.1% | 1,535 | 0.0% | Technology |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | $572,191 | $5,847 ▲ | 1.0% | 11,156 | 0.0% | ETF |
WWJD Inspire International ETF | $550,826 | | 0.0% | 14,446 | 0.0% | ETF |
VOO Vanguard S&P 500 ETF | $547,443 | $32,283 ▼ | -5.6% | 797 | 0.0% | ETF |
JBL Jabil | $545,957 | | 0.0% | 1,416 | 0.0% | Technology |
VPL Vanguard FTSE Pacific ETF | $543,974 | $160,578 ▼ | -22.8% | 4,702 | 0.0% | ETF |
SFM Sprouts Farmers Market | $524,396 | $126,870 ▼ | -19.5% | 6,200 | 0.0% | Consumer Staples |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $519,237 | $6,037 ▲ | 1.2% | 22,620 | 0.0% | ETF |
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | $516,490 | $5,408 ▲ | 1.1% | 23,114 | 0.0% | ETF |
EFA iShares MSCI EAFE ETF | $494,799 | $334,818 ▼ | -40.4% | 4,763 | 0.0% | ETF |
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | $480,379 | $7,067 ▲ | 1.5% | 22,091 | 0.0% | ETF |
SDY SPDR S&P Dividend ETF | $476,474 | $541,759 ▼ | -53.2% | 3,131 | 0.0% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $473,730 | $560,885 ▼ | -54.2% | 674 | 0.0% | ETF |
CSCO Cisco Systems | $469,863 | $10,924 ▲ | 2.4% | 4,000 | 0.0% | Technology |
AXGN AxoGen | $467,258 | $11,547 ▼ | -2.4% | 10,116 | 0.0% | Healthcare |
MMM 3M | $460,770 | $648 ▲ | 0.1% | 2,846 | 0.0% | Industrials |
IBM International Business Machines | $452,663 | $59,605 ▼ | -11.6% | 1,610 | 0.0% | Technology |
VGSH Vanguard Short-Term Treasury ETF | $432,659 | $4,831 ▲ | 1.1% | 7,434 | 0.0% | ETF |
RSPT Invesco S&P 500 Equal Weight Technology ETF | $428,319 | $322 ▲ | 0.1% | 6,641 | 0.0% | ETF |
BNDX Vanguard Total International Bond ETF | $423,655 | $4,601 ▲ | 1.1% | 8,748 | 0.0% | ETF |
