VOO Vanguard S&P 500 ETF | $46,351,173 | $739,319 ▼ | -1.6% | 96,424 | 21.0% | ETF |
VGSH Vanguard Short-Term Treasury Index ETF | $21,213,623 | $1,910,969 ▲ | 9.9% | 365,311 | 9.6% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $15,623,304 | $459,457 ▲ | 3.0% | 311,407 | 7.1% | ETF |
BSV Vanguard Short-Term Bond ETF | $12,309,351 | $7,514 ▲ | 0.1% | 160,550 | 5.6% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $10,976,053 | $1,368,847 ▲ | 14.2% | 141,975 | 5.0% | ETF |
DFUV Dimensional US Marketwide Value ETF | $8,536,365 | $10,061 ▼ | -0.1% | 208,713 | 3.9% | ETF |
DUHP Dimensional US High Profitability ETF | $7,529,862 | $2,094,798 ▲ | 38.5% | 238,211 | 3.4% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $7,054,149 | $948,508 ▲ | 15.5% | 154,662 | 3.2% | ETF |
AVRE Avantis Real Estate ETF | $6,629,484 | $89,760 ▼ | -1.3% | 156,800 | 3.0% | ETF |
DFGR Dimensional Global Real Estate ETF | $5,009,931 | $2,108,038 ▲ | 72.6% | 196,237 | 2.3% | ETF |
VTI Vanguard Total Stock Market ETF | $4,753,574 | $39,765 ▼ | -0.8% | 18,290 | 2.2% | ETF |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $4,709,772 | $222,366 ▲ | 5.0% | 110,688 | 2.1% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $4,102,277 | $89,646 ▼ | -2.1% | 75,368 | 1.9% | ETF |
VTV Vanguard Value ETF | $3,679,352 | $176,215 ▼ | -4.6% | 22,592 | 1.7% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $3,421,678 | $277,532 ▼ | -7.5% | 138,417 | 1.6% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $3,264,644 | $307,071 ▲ | 10.4% | 56,326 | 1.5% | ETF |
DFIP Dimensional Inflation-Protected Securities ETF | $3,261,225 | $1,844,288 ▲ | 130.2% | 79,060 | 1.5% | ETF |
BNDX Vanguard Total International Bond ETF | $3,140,295 | $265,676 ▲ | 9.2% | 63,840 | 1.4% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $2,905,297 | $418,697 ▼ | -12.6% | 31,003 | 1.3% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $2,871,555 | $1,891,565 ▲ | 193.0% | 112,654 | 1.3% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $2,826,988 | $307,294 ▼ | -9.8% | 24,195 | 1.3% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $2,238,465 | $169,626 ▼ | -7.0% | 46,742 | 1.0% | Manufacturing |
NYF iShares New York Muni Bond ETF | $2,138,678 | $434,354 ▼ | -16.9% | 39,745 | 1.0% | ETF |
XOM Exxon Mobil | $1,916,681 | | 0.0% | 16,489 | 0.9% | Oils/Energy |
QUAL iShares MSCI USA Quality Factor ETF | $1,815,747 | $22,845 ▼ | -1.2% | 11,048 | 0.8% | ETF |
DFLV Dimensional US Large Cap Value ETF | $1,814,293 | $951,037 ▲ | 110.2% | 60,497 | 0.8% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $1,665,668 | $67,876 ▼ | -3.9% | 39,877 | 0.8% | ETF |
DFIS Dimensional International Small Cap ETF | $1,647,759 | $946,334 ▲ | 134.9% | 65,753 | 0.7% | ETF |
AAPL Apple | $1,515,369 | $34,296 ▼ | -2.2% | 8,837 | 0.7% | Computer and Technology |
IWC iShares Micro-Cap ETF | $1,462,400 | $47,143 ▼ | -3.1% | 12,067 | 0.7% | ETF |
DFSU Dimensional US Sustainability Core 1 ETF | $1,373,406 | $1,272,344 ▲ | 1,259.0% | 39,913 | 0.6% | ETF |
AVSC Avantis U.S. Small Cap Equity ETF | $1,305,846 | $484,325 ▲ | 59.0% | 24,940 | 0.6% | ETF |
REET iShares Global REIT ETF | $1,268,096 | $43,216 ▼ | -3.3% | 53,551 | 0.6% | ETF |
VBR Vanguard Small-Cap Value ETF | $1,252,689 | $47,391 ▼ | -3.6% | 6,529 | 0.6% | ETF |
MSFT Microsoft | $1,163,915 | $111,510 ▼ | -8.7% | 2,766 | 0.5% | Computer and Technology |
VUG Vanguard Growth ETF | $1,127,436 | $267,061 ▲ | 31.0% | 3,276 | 0.5% | ETF |
DFSV Dimensional US Small Cap Value ETF | $1,083,868 | $781,575 ▲ | 258.5% | 36,009 | 0.5% | ETF |
AVDE Avantis International Equity ETF | $990,357 | $16,637 ▼ | -1.7% | 15,537 | 0.4% | ETF |
MANAGER DIRECTED PORTFOLIOS
| $924,137 | $11,972 ▼ | -1.3% | 94,254 | 0.4% | VERT GLB SUST RE |
VCEB Vanguard ESG U.S. Corporate Bond ETF | $804,016 | $139,870 ▼ | -14.8% | 12,813 | 0.4% | ETF |
BRK.B Berkshire Hathaway | $800,250 | | 0.0% | 1,903 | 0.4% | Finance |
DFIV Dimensional International Value ETF | $780,203 | $919 ▼ | -0.1% | 21,230 | 0.4% | ETF |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $732,432 | $30,159 ▲ | 4.3% | 29,920 | 0.3% | Manufacturing |
ESGD iShares ESG Aware MSCI EAFE ETF | $727,292 | $1,438 ▼ | -0.2% | 9,101 | 0.3% | Manufacturing |
GOOGL Alphabet | $620,473 | $41,657 ▼ | -6.3% | 4,111 | 0.3% | Computer and Technology |
AVDV Avantis International Small Cap Value ETF | $617,468 | $2,503 ▼ | -0.4% | 9,375 | 0.3% | ETF |
AMZN Amazon.com | $585,153 | | 0.0% | 3,244 | 0.3% | Retail/Wholesale |
ESGU iShares ESG Aware MSCI USA ETF | $519,964 | | 0.0% | 4,523 | 0.2% | Manufacturing |
NEE NextEra Energy | $452,495 | $64 ▲ | 0.0% | 7,080 | 0.2% | Utilities |
ESGV Vanguard ESG US Stock ETF | $427,382 | $51,349 ▼ | -10.7% | 4,586 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $405,207 | $16,625 ▼ | -3.9% | 2,023 | 0.2% | Finance |
VTEB Vanguard Tax-Exempt Bond ETF | $396,653 | $13,915 ▲ | 3.6% | 7,839 | 0.2% | ETF |
NOC Northrop Grumman | $385,441 | | 0.0% | 805 | 0.2% | Aerospace |
DFSI Dimensional International Sustainability Core 1 ETF | $374,715 | $357,442 ▲ | 2,069.4% | 11,129 | 0.2% | ETF |
NFLX Netflix | $352,859 | $38,869 ▼ | -9.9% | 581 | 0.2% | Consumer Discretionary |
NVDA NVIDIA | $324,385 | $45,179 ▲ | 16.2% | 359 | 0.1% | Computer and Technology |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $315,115 | | 0.0% | 2,733 | 0.1% | ETF |
DFSB Dimensional Global Sustainability Fixed Income ETF | $310,162 | $84,039 ▲ | 37.2% | 5,990 | 0.1% | ETF |
SUSC iShares ESG Aware USD Corporate Bond ETF | $303,330 | $4,506 ▼ | -1.5% | 13,194 | 0.1% | Manufacturing |
META Meta Platforms | $303,002 | | 0.0% | 624 | 0.1% | Computer and Technology |
LLY Eli Lilly and Company | $294,195 | | 0.0% | 378 | 0.1% | Medical |
VSGX Vanguard ESG International Stock ETF | $283,241 | | 0.0% | 4,929 | 0.1% | ETF |
GNMA iShares GNMA Bond ETF | $281,384 | $61,223 ▼ | -17.9% | 6,485 | 0.1% | ETF |
SPY SPDR S&P 500 ETF Trust | $267,289 | | 0.0% | 511 | 0.1% | Finance |
BIV Vanguard Intermediate-Term Bond ETF | $262,920 | $62,884 ▲ | 31.4% | 3,487 | 0.1% | ETF |
GE General Electric | $261,364 | $176 ▼ | -0.1% | 1,489 | 0.1% | Transportation |
AVSE Avantis Responsible Emerging Markets Equity ETF | $256,584 | $1,128 ▲ | 0.4% | 5,230 | 0.1% | ETF |
GRAYSCALE BITCOIN TR BTC
| $255,270 | $255,270 ▲ | New Holding | 4,041 | 0.1% | SHS REP COM UT |
VB Vanguard Small-Cap ETF | $234,027 | $61,935 ▲ | 36.0% | 1,024 | 0.1% | ETF |
VTES Vanguard Short-Term Tax-Exempt Bond ETF | $230,804 | | 0.0% | 2,292 | 0.1% | ETF |
UPS United Parcel Service | $208,082 | | 0.0% | 1,400 | 0.1% | Transportation |
GOOG Alphabet | $207,074 | $15,226 ▼ | -6.8% | 1,360 | 0.1% | Computer and Technology |
VOE Vanguard Mid-Cap Value ETF | $0 | $172,791 ▼ | -100.0% | 0 | 0.0% | ETF |
HD Home Depot | $0 | $165,072 ▼ | -100.0% | 0 | 0.0% | Retail/Wholesale |
AVLV Avantis U.S. Large Cap Value ETF | $0 | $160,392 ▼ | -100.0% | 0 | 0.0% | ETF |
SCHX Schwab US Large-Cap ETF | $0 | $158,156 ▼ | -100.0% | 0 | 0.0% | ETF |
SJNK SPDR Bloomberg Short Term High Yield Bond ETF | $0 | $157,703 ▼ | -100.0% | 0 | 0.0% | ETF |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $0 | $154,636 ▼ | -100.0% | 0 | 0.0% | Manufacturing |
QCOM QUALCOMM | $0 | $149,981 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
QQQ Invesco QQQ | $0 | $148,246 ▼ | -100.0% | 0 | 0.0% | Finance |
ABBV AbbVie | $0 | $120,102 ▼ | -100.0% | 0 | 0.0% | Medical |
BLV Vanguard Long-Term Bond ETF | $0 | $117,159 ▼ | -100.0% | 0 | 0.0% | ETF |
HES Hess | $0 | $111,610 ▼ | -100.0% | 0 | 0.0% | Oils/Energy |
DIS Walt Disney | $0 | $110,334 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
NFG National Fuel Gas | $0 | $108,217 ▼ | -100.0% | 0 | 0.0% | Utilities |
TSLA Tesla | $0 | $105,107 ▼ | -100.0% | 0 | 0.0% | Auto/Tires/Trucks |
DFUS Dimensional U.S. Equity ETF | $0 | $94,382 ▼ | -100.0% | 0 | 0.0% | ETF |
ABT Abbott Laboratories | $0 | $93,670 ▼ | -100.0% | 0 | 0.0% | Medical |
MTB M&T Bank | $0 | $91,432 ▼ | -100.0% | 0 | 0.0% | Finance |
XLK Technology Select Sector SPDR Fund | $0 | $90,466 ▼ | -100.0% | 0 | 0.0% | ETF |
MCD McDonald's | $0 | $90,139 ▼ | -100.0% | 0 | 0.0% | Retail/Wholesale |
HUBS HubSpot | $0 | $87,081 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
MOG.A Moog | $0 | $84,696 ▼ | -100.0% | 0 | 0.0% | Aerospace |
LOW Lowe's Companies | $0 | $84,624 ▼ | -100.0% | 0 | 0.0% | Retail/Wholesale |
WTW Willis Towers Watson Public | $0 | $82,732 ▼ | -100.0% | 0 | 0.0% | Finance |
CVX Chevron | $0 | $79,055 ▼ | -100.0% | 0 | 0.0% | Oils/Energy |
APD Air Products and Chemicals | $0 | $72,332 ▼ | -100.0% | 0 | 0.0% | Basic Materials |
DFAS Dimensional U.S. Small Cap ETF | $0 | $72,319 ▼ | -100.0% | 0 | 0.0% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $0 | $70,579 ▼ | -100.0% | 0 | 0.0% | Manufacturing |
L Loews | $0 | $69,590 ▼ | -100.0% | 0 | 0.0% | Finance |
BA Boeing | $0 | $68,814 ▼ | -100.0% | 0 | 0.0% | Aerospace |
IVW iShares S&P 500 Growth ETF | $0 | $67,815 ▼ | -100.0% | 0 | 0.0% | ETF |
SCHA Schwab US Small-Cap ETF | $0 | $67,442 ▼ | -100.0% | 0 | 0.0% | ETF |
PAYX Paychex | $0 | $66,940 ▼ | -100.0% | 0 | 0.0% | Business Services |
UNH UnitedHealth Group | $0 | $63,864 ▼ | -100.0% | 0 | 0.0% | Medical |
XLU Utilities Select Sector SPDR Fund | $0 | $63,453 ▼ | -100.0% | 0 | 0.0% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $0 | $62,937 ▼ | -100.0% | 0 | 0.0% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $0 | $62,350 ▼ | -100.0% | 0 | 0.0% | ETF |
ILTB iShares Core 10+ Year USD Bond ETF | $0 | $61,203 ▼ | -100.0% | 0 | 0.0% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $0 | $60,065 ▼ | -100.0% | 0 | 0.0% | ETF |
JNJ Johnson & Johnson | $0 | $58,036 ▼ | -100.0% | 0 | 0.0% | Medical |
GEHC GE HealthCare Technologies | $0 | $55,516 ▼ | -100.0% | 0 | 0.0% | Medical |
IJH iShares Core S&P Mid-Cap ETF | $0 | $54,321 ▼ | -100.0% | 0 | 0.0% | ETF |
AMGN Amgen | $0 | $50,115 ▼ | -100.0% | 0 | 0.0% | Medical |
EFA iShares MSCI EAFE ETF | $0 | $50,003 ▼ | -100.0% | 0 | 0.0% | Finance |
STIP iShares 0-5 Year TIPS Bond ETF | $0 | $49,295 ▼ | -100.0% | 0 | 0.0% | ETF |
PEP PepsiCo | $0 | $49,084 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
CL Colgate-Palmolive | $0 | $48,783 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
XLE Energy Select Sector SPDR Fund | $0 | $47,947 ▼ | -100.0% | 0 | 0.0% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $0 | $47,441 ▼ | -100.0% | 0 | 0.0% | ETF |
HON Honeywell International | $0 | $47,394 ▼ | -100.0% | 0 | 0.0% | Multi-Sector Conglomerates |
DHR Danaher | $0 | $46,285 ▼ | -100.0% | 0 | 0.0% | Multi-Sector Conglomerates |
IEFA iShares Core MSCI EAFE ETF | $0 | $45,868 ▼ | -100.0% | 0 | 0.0% | ETF |
RTX RTX | $0 | $45,414 ▼ | -100.0% | 0 | 0.0% | Aerospace |
VHT Vanguard Health Care ETF | $0 | $44,374 ▼ | -100.0% | 0 | 0.0% | ETF |
ZS Zscaler | $0 | $44,312 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
VYMI Vanguard International High Dividend Yield ETF | $0 | $43,617 ▼ | -100.0% | 0 | 0.0% | ETF |
QS QuantumScape | $0 | $43,160 ▼ | -100.0% | 0 | 0.0% | Auto/Tires/Trucks |
HII Huntington Ingalls Industries | $0 | $43,100 ▼ | -100.0% | 0 | 0.0% | Aerospace |
DAL Delta Air Lines | $0 | $41,816 ▼ | -100.0% | 0 | 0.0% | Transportation |
GIS General Mills | $0 | $41,038 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
VOOG Vanguard S&P 500 Growth ETF | $0 | $40,619 ▼ | -100.0% | 0 | 0.0% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $0 | $39,821 ▼ | -100.0% | 0 | 0.0% | ETF |
INTC Intel | $0 | $37,185 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
ACWI iShares MSCI ACWI ETF | $0 | $35,955 ▼ | -100.0% | 0 | 0.0% | Manufacturing |
ABNB Airbnb | $0 | $34,035 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
BAC Bank of America | $0 | $33,805 ▼ | -100.0% | 0 | 0.0% | Finance |
RPG Invesco S&P 500 Pure Growth ETF | $0 | $33,067 ▼ | -100.0% | 0 | 0.0% | ETF |
TTD Trade Desk | $0 | $32,382 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
AMD Advanced Micro Devices | $0 | $31,841 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
CSCO Cisco Systems | $0 | $31,272 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
IIPR Innovative Industrial Properties | $0 | $30,246 ▼ | -100.0% | 0 | 0.0% | Finance |
PG Procter & Gamble | $0 | $29,455 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
IWN iShares Russell 2000 Value ETF | $0 | $28,270 ▼ | -100.0% | 0 | 0.0% | ETF |
HPQ HP | $0 | $27,623 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
IJR iShares Core S&P Small-Cap ETF | $0 | $27,496 ▼ | -100.0% | 0 | 0.0% | ETF |
ED Consolidated Edison | $0 | $27,291 ▼ | -100.0% | 0 | 0.0% | Utilities |
IWD iShares Russell 1000 Value ETF | $0 | $27,101 ▼ | -100.0% | 0 | 0.0% | ETF |
WFC Wells Fargo & Company | $0 | $26,897 ▼ | -100.0% | 0 | 0.0% | Finance |
FDX FedEx | $0 | $25,550 ▼ | -100.0% | 0 | 0.0% | Transportation |
BDX Becton, Dickinson and Company | $0 | $25,114 ▼ | -100.0% | 0 | 0.0% | Medical |
MRK Merck & Co., Inc. | $0 | $24,112 ▼ | -100.0% | 0 | 0.0% | Medical |
GD General Dynamics | $0 | $23,630 ▼ | -100.0% | 0 | 0.0% | Aerospace |
COP ConocoPhillips | $0 | $23,446 ▼ | -100.0% | 0 | 0.0% | Oils/Energy |
XLF Financial Select Sector SPDR Fund | $0 | $23,425 ▼ | -100.0% | 0 | 0.0% | ETF |
CYTK Cytokinetics | $0 | $22,041 ▼ | -100.0% | 0 | 0.0% | Medical |
SCHF Schwab International Equity ETF | $0 | $21,084 ▼ | -100.0% | 0 | 0.0% | ETF |
TGT Target | $0 | $21,033 ▼ | -100.0% | 0 | 0.0% | Retail/Wholesale |
SLB Schlumberger | $0 | $20,816 ▼ | -100.0% | 0 | 0.0% | Oils/Energy |
VXUS Vanguard Total International Stock ETF | $0 | $20,170 ▼ | -100.0% | 0 | 0.0% | ETF |
CHENIERE ENERGY PARTNERS LP
| $0 | $20,115 ▼ | -100.0% | 0 | 0.0% | COM UNIT |
IVV iShares Core S&P 500 ETF | $0 | $20,060 ▼ | -100.0% | 0 | 0.0% | ETF |
AXP American Express | $0 | $19,671 ▼ | -100.0% | 0 | 0.0% | Finance |
ESGE iShares ESG Aware MSCI EM ETF | $0 | $19,140 ▼ | -100.0% | 0 | 0.0% | Manufacturing |
XLC Communication Services Select Sector SPDR Fund | $0 | $19,110 ▼ | -100.0% | 0 | 0.0% | ETF |
CARR Carrier Global | $0 | $18,384 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
THQ Abrdn Healthcare Opportunities Fund | $0 | $18,110 ▼ | -100.0% | 0 | 0.0% | Financial Services |
T AT&T | $0 | $18,106 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
IWS iShares Russell Mid-Cap Value ETF | $0 | $17,792 ▼ | -100.0% | 0 | 0.0% | ETF |
TCHP T. Rowe Price Blue Chip Growth ETF | $0 | $17,518 ▼ | -100.0% | 0 | 0.0% | ETF |
XME SPDR S&P Metals & Mining ETF | $0 | $17,470 ▼ | -100.0% | 0 | 0.0% | ETF |
DFAI Dimensional International Core Equity Market ETF | $0 | $17,098 ▼ | -100.0% | 0 | 0.0% | ETF |
DVY iShares Select Dividend ETF | $0 | $16,411 ▼ | -100.0% | 0 | 0.0% | ETF |
HPE Hewlett Packard Enterprise | $0 | $15,588 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
CRWD CrowdStrike | $0 | $14,809 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
F Ford Motor | $0 | $14,628 ▼ | -100.0% | 0 | 0.0% | Auto/Tires/Trucks |
OTIS Otis Worldwide | $0 | $14,315 ▼ | -100.0% | 0 | 0.0% | Construction |
SNOW Snowflake | $0 | $13,930 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
WAB Westinghouse Air Brake Technologies | $0 | $13,832 ▼ | -100.0% | 0 | 0.0% | Transportation |
PSX Phillips 66 | $0 | $13,447 ▼ | -100.0% | 0 | 0.0% | Oils/Energy |
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF | $0 | $12,808 ▼ | -100.0% | 0 | 0.0% | Finance |
V Visa | $0 | $12,499 ▼ | -100.0% | 0 | 0.0% | Business Services |
LEE Lee Enterprises | $0 | $12,214 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
BDN Brandywine Realty Trust | $0 | $11,999 ▼ | -100.0% | 0 | 0.0% | Finance |
COST Costco Wholesale | $0 | $11,881 ▼ | -100.0% | 0 | 0.0% | Retail/Wholesale |
RSG Republic Services | $0 | $11,874 ▼ | -100.0% | 0 | 0.0% | Business Services |
KBR KBR | $0 | $11,678 ▼ | -100.0% | 0 | 0.0% | Construction |
CB Chubb | $0 | $11,609 ▼ | -100.0% | 0 | 0.0% | Finance |
ORCL Oracle | $0 | $10,965 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
SCHV Schwab U.S. Large-Cap Value ETF | $0 | $10,854 ▼ | -100.0% | 0 | 0.0% | ETF |
MAT Mattel | $0 | $10,837 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
MTN Vail Resorts | $0 | $10,674 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
MET MetLife | $0 | $10,382 ▼ | -100.0% | 0 | 0.0% | Finance |
PAYC Paycom Software | $0 | $10,336 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
BF.B Brown-Forman | $0 | $9,993 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
IBM International Business Machines | $0 | $9,685 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
IEMG iShares Core MSCI Emerging Markets ETF | $0 | $9,509 ▼ | -100.0% | 0 | 0.0% | ETF |
FTV Fortive | $0 | $9,204 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
CANOO INC
| $0 | $8,359 ▼ | -100.0% | 0 | 0.0% | COM CL A |
NYCB New York Community Bancorp | $0 | $8,184 ▼ | -100.0% | 0 | 0.0% | Finance |
WH Wyndham Hotels & Resorts | $0 | $8,041 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
ANET Arista Networks | $0 | $7,301 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
PGR Progressive | $0 | $6,857 ▼ | -100.0% | 0 | 0.0% | Finance |
VZ Verizon Communications | $0 | $6,748 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
NGG National Grid | $0 | $6,459 ▼ | -100.0% | 0 | 0.0% | Utilities |
VGK Vanguard FTSE Europe ETF | $0 | $6,255 ▼ | -100.0% | 0 | 0.0% | ETF |
KVUE Kenvue | $0 | $5,856 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
CI The Cigna Group | $0 | $5,690 ▼ | -100.0% | 0 | 0.0% | Medical |
AI C3.ai | $0 | $5,685 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
NOW ServiceNow | $0 | $5,652 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
ALK Alaska Air Group | $0 | $5,470 ▼ | -100.0% | 0 | 0.0% | Transportation |
VERALTO CORP
| $0 | $5,429 ▼ | -100.0% | 0 | 0.0% | COM SHS |
VTHR Vanguard Russell 3000 ETF | $0 | $5,321 ▼ | -100.0% | 0 | 0.0% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $0 | $5,276 ▼ | -100.0% | 0 | 0.0% | Finance |
CMCSA Comcast | $0 | $5,087 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
QSI Quantum-Si | $0 | $5,025 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
BOC Boston Omaha | $0 | $4,719 ▼ | -100.0% | 0 | 0.0% | Finance |
CHTR Charter Communications | $0 | $4,664 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
SRE Sempra | $0 | $4,540 ▼ | -100.0% | 0 | 0.0% | Utilities |
WY Weyerhaeuser | $0 | $4,381 ▼ | -100.0% | 0 | 0.0% | Construction |
SCHD Schwab US Dividend Equity ETF | $0 | $4,339 ▼ | -100.0% | 0 | 0.0% | ETF |
AVSD Avantis Responsible International Equity ETF | $0 | $4,311 ▼ | -100.0% | 0 | 0.0% | ETF |
KEYS Keysight Technologies | $0 | $3,977 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $0 | $3,919 ▼ | -100.0% | 0 | 0.0% | ETF |
TNL Travel + Leisure | $0 | $3,909 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
PFE Pfizer | $0 | $3,858 ▼ | -100.0% | 0 | 0.0% | Medical |
OKE ONEOK | $0 | $3,722 ▼ | -100.0% | 0 | 0.0% | Oils/Energy |
XOP SPDR S&P Oil & Gas Exploration & Production ETF | $0 | $3,684 ▼ | -100.0% | 0 | 0.0% | ETF |
EEM iShares MSCI Emerging Markets ETF | $0 | $3,366 ▼ | -100.0% | 0 | 0.0% | Finance |
WBD Warner Bros. Discovery | $0 | $2,947 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
BP BP | $0 | $2,938 ▼ | -100.0% | 0 | 0.0% | Oils/Energy |
BMBL Bumble | $0 | $2,889 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
MOG.B Moog | $0 | $2,722 ▼ | -100.0% | 0 | 0.0% | Aerospace |
IWM iShares Russell 2000 ETF | $0 | $2,657 ▼ | -100.0% | 0 | 0.0% | Finance |
GLBS Globus Maritime | $0 | $2,650 ▼ | -100.0% | 0 | 0.0% | Transportation |
AIG American International Group | $0 | $2,575 ▼ | -100.0% | 0 | 0.0% | Finance |
SCHH Schwab U.S. REIT ETF | $0 | $2,491 ▼ | -100.0% | 0 | 0.0% | ETF |
ICLN iShares Global Clean Energy ETF | $0 | $2,320 ▼ | -100.0% | 0 | 0.0% | ETF |
EXPE Expedia Group | $0 | $2,277 ▼ | -100.0% | 0 | 0.0% | Retail/Wholesale |
MA Mastercard | $0 | $2,139 ▼ | -100.0% | 0 | 0.0% | Business Services |
VOT Vanguard Mid-Cap Growth ETF | $0 | $2,137 ▼ | -100.0% | 0 | 0.0% | ETF |
PYPL PayPal | $0 | $1,842 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
ILMN Illumina | $0 | $1,810 ▼ | -100.0% | 0 | 0.0% | Medical |
LBRDK Liberty Broadband | $0 | $1,773 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
KEY KeyCorp | $0 | $1,757 ▼ | -100.0% | 0 | 0.0% | Finance |
CHPT ChargePoint | $0 | $1,755 ▼ | -100.0% | 0 | 0.0% | Auto/Tires/Trucks |
CRSP CRISPR Therapeutics | $0 | $1,753 ▼ | -100.0% | 0 | 0.0% | Medical |
ENB Enbridge | $0 | $1,657 ▼ | -100.0% | 0 | 0.0% | Oils/Energy |
SCHC Schwab International Small-Cap Equity ETF | $0 | $1,601 ▼ | -100.0% | 0 | 0.0% | ETF |
SNPS Synopsys | $0 | $1,545 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $0 | $1,528 ▼ | -100.0% | 0 | 0.0% | ETF |
AOR iShares Core Growth Allocation ETF | $0 | $1,321 ▼ | -100.0% | 0 | 0.0% | ETF |
PLUG Plug Power | $0 | $1,314 ▼ | -100.0% | 0 | 0.0% | Industrial Products |
FVRR Fiverr International | $0 | $1,116 ▼ | -100.0% | 0 | 0.0% | Retail/Wholesale |
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | $0 | $949 ▼ | -100.0% | 0 | 0.0% | ETF |
XRX Xerox | $0 | $917 ▼ | -100.0% | 0 | 0.0% | Industrial Products |
BHF Brighthouse Financial | $0 | $900 ▼ | -100.0% | 0 | 0.0% | Finance |
HSBC HSBC | $0 | $811 ▼ | -100.0% | 0 | 0.0% | Finance |
FCEL FuelCell Energy | $0 | $573 ▼ | -100.0% | 0 | 0.0% | Oils/Energy |
AEP American Electric Power | $0 | $523 ▼ | -100.0% | 0 | 0.0% | Utilities |
BND Vanguard Total Bond Market ETF | $0 | $515 ▼ | -100.0% | 0 | 0.0% | ETF |
TTNP Titan Pharmaceuticals | $0 | $407 ▼ | -100.0% | 0 | 0.0% | Medical |
NVAX Novavax | $0 | $374 ▼ | -100.0% | 0 | 0.0% | Medical |
BMY Bristol-Myers Squibb | $0 | $359 ▼ | -100.0% | 0 | 0.0% | Medical |
OGN Organon & Co. | $0 | $317 ▼ | -100.0% | 0 | 0.0% | Medical |
AURORA CANNABIS INC
| $0 | $225 ▼ | -100.0% | 0 | 0.0% | COM |
WFRD Weatherford International | $0 | $196 ▼ | -100.0% | 0 | 0.0% | Oils/Energy |
VTRS Viatris | $0 | $173 ▼ | -100.0% | 0 | 0.0% | Medical |
CNDT Conduent | $0 | $146 ▼ | -100.0% | 0 | 0.0% | Business Services |
LMT Lockheed Martin | $0 | $126 ▼ | NaN | 0 | 0.0% | Aerospace |
SLDP Solid Power | $0 | $109 ▼ | -100.0% | 0 | 0.0% | Auto/Tires/Trucks |
MYMD MyMD Pharmaceuticals | $0 | $103 ▼ | -100.0% | 0 | 0.0% | Medical |
ADP Automatic Data Processing | $0 | $92 ▼ | NaN | 0 | 0.0% | Business Services |
SCHE Schwab Emerging Markets Equity ETF | $0 | $70 ▼ | -100.0% | 0 | 0.0% | ETF |
IYR iShares U.S. Real Estate ETF | $0 | $34 ▼ | NaN | 0 | 0.0% | ETF |
ATNF 180 Life Sciences | $0 | $21 ▼ | -100.0% | 0 | 0.0% | Medical |
EXC Exelon | $0 | $16 ▼ | NaN | 0 | 0.0% | Utilities |
TMO Thermo Fisher Scientific | $0 | $16 ▼ | NaN | 0 | 0.0% | Medical |
XLI Industrial Select Sector SPDR Fund | $0 | $2 ▼ | NaN | 0 | 0.0% | ETF |
PRPL Purple Innovation | $0 | $1 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
