IVV iShares Core S&P 500 ETF | $91,309,086 | $2,569,439 â–² | 2.9% | 121,926 | 16.9% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $53,408,941 | $3,220,613 â–² | 6.4% | 539,593 | 9.9% | Finance |
VEA Vanguard FTSE Developed Markets ETF | $41,370,886 | $645,881 â–² | 1.6% | 580,644 | 7.7% | ETF |
FBND Fidelity Total Bond ETF | $36,481,101 | $1,626,585 â–² | 4.7% | 801,959 | 6.8% | ETF |
JCPB JPMorgan Core Plus Bond ETF | $28,175,451 | $1,824,698 â–² | 6.9% | 600,244 | 5.2% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $23,883,086 | $2,580,200 â–² | 12.1% | 404,935 | 4.4% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $20,061,809 | $563,855 â–² | 2.9% | 396,714 | 3.7% | ETF |
JIRE JPMorgan International Research Enhanced Equity ETF | $18,688,282 | $1,037,147 â–² | 5.9% | 226,552 | 3.5% | ETF |
FIDELITY ENHANCED LARGE CAP CORE ETF
| $18,178,324 | $705,638 â–² | 4.0% | 433,747 | 3.4% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $17,256,081 | $105,518 â–² | 0.6% | 91,744 | 3.2% | Manufacturing |
SHV iShares Short Treasury Bond ETF | $15,917,293 | $417,343 â–² | 2.7% | 144,244 | 3.0% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $14,443,729 | $50,436 â–² | 0.4% | 143,476 | 2.7% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $10,906,081 | $244,902 â–² | 2.3% | 141,435 | 2.0% | ETF |
DSI iShares ESG MSCI KLD 400 ETF | $10,881,602 | $561,160 â–² | 5.4% | 76,421 | 2.0% | ETF |
IJR iShares Core S&P Small-Cap ETF | $10,760,545 | $94,326 â–² | 0.9% | 72,554 | 2.0% | ETF |
MTUM iShares MSCI USA Momentum Factor ETF | $9,214,681 | $47,997 â–¼ | -0.5% | 26,878 | 1.7% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $8,090,859 | $570,391 â–² | 7.6% | 78,697 | 1.5% | Manufacturing |
USMV iShares MSCI USA Min Vol Factor ETF | $7,654,055 | $266,228 â–² | 3.6% | 79,350 | 1.4% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $6,792,735 | $124,594 â–² | 1.9% | 143,276 | 1.3% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $6,703,908 | $153,735 â–² | 2.3% | 129,469 | 1.2% | ETF |
AAPL Apple | $6,348,090 | $29,515 â–¼ | -0.5% | 21,938 | 1.2% | Computer and Technology |
ESGU iShares ESG Aware MSCI USA ETF | $6,121,749 | $380,696 â–² | 6.6% | 37,403 | 1.1% | Manufacturing |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $3,741,498 | $120 â–² | 0.0% | 124,675 | 0.7% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $3,299,672 | | 0.0% | 40,186 | 0.6% | Manufacturing |
MSFT Microsoft | $2,867,661 | $41,404 â–¼ | -1.4% | 7,688 | 0.5% | Computer and Technology |
NULG Nuveen ESG Large-Cap Growth ETF | $2,832,735 | $203,450 â–² | 7.7% | 24,199 | 0.5% | ETF |
VOO Vanguard S&P 500 ETF | $2,659,630 | $68,002 â–¼ | -2.5% | 3,872 | 0.5% | ETF |
VNQ Vanguard Real Estate ETF | $2,539,044 | $218,803 â–² | 9.4% | 26,330 | 0.5% | ETF |
HWM Howmet Aerospace | $2,448,777 | $107,544 â–¼ | -4.2% | 9,108 | 0.5% | Aerospace |
NULV Nuveen ESG Large-Cap Value ETF | $2,252,299 | $140,722 â–² | 6.7% | 45,055 | 0.4% | ETF |
VIG Vanguard Dividend Appreciation ETF | $2,115,695 | $261,711 â–¼ | -11.0% | 8,941 | 0.4% | ETF |
LLY Eli Lilly and Company | $1,703,953 | $99,527 â–¼ | -5.5% | 1,421 | 0.3% | Medical |
LAM RESEARCH CORP COM NEW
| $1,646,654 | $47,233 â–¼ | -2.8% | 3,800 | 0.3% | Stock |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $1,542,174 | $174,280 â–² | 12.7% | 27,573 | 0.3% | ETF |
GOOGL Alphabet | $1,514,101 | $715 â–² | 0.0% | 4,237 | 0.3% | Computer and Technology |
QQQ Invesco QQQ | $1,463,076 | $25,035 â–² | 1.7% | 1,987 | 0.3% | Finance |
IWD iShares Russell 1000 Value ETF | $1,425,488 | $169,701 â–¼ | -10.6% | 5,880 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $1,387,081 | $125,097 â–¼ | -8.3% | 2,772 | 0.3% | Finance |
AMZN Amazon.com | $1,315,875 | $6,435 â–¼ | -0.5% | 5,521 | 0.2% | Retail/Wholesale |
FDVV Fidelity High Dividend ETF | $1,310,308 | $355,356 â–¼ | -21.3% | 21,733 | 0.2% | ETF |
NVDA NVIDIA | $1,204,742 | $3,402 â–² | 0.3% | 6,021 | 0.2% | Computer and Technology |
VO Vanguard Mid-Cap ETF | $1,154,886 | $908,020 â–² | 367.8% | 14,334 | 0.2% | ETF |
ESGE iShares ESG Aware MSCI EM ETF | $1,127,708 | $112,005 â–² | 11.0% | 20,620 | 0.2% | Manufacturing |
JPM JPMorgan Chase & Co. | $1,072,988 | $31,424 â–¼ | -2.8% | 3,278 | 0.2% | Finance |
SPY SPDR S&P 500 ETF Trust | $990,964 | | 0.0% | 1,327 | 0.2% | Finance |
COST Costco Wholesale | $847,536 | $5,613 â–¼ | -0.7% | 906 | 0.2% | Retail/Wholesale |
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF | $771,193 | | 0.0% | 7,228 | 0.1% | ETF |
FUTY Fidelity MSCI Utilities Index ETF | $692,480 | $29,386 â–² | 4.4% | 11,853 | 0.1% | ETF |
EFA iShares MSCI EAFE ETF | $659,222 | $8,518 â–² | 1.3% | 6,346 | 0.1% | Finance |
FIW First Trust Water ETF | $659,065 | $986 â–² | 0.1% | 6,018 | 0.1% | ETF |
DVY iShares Select Dividend ETF | $654,022 | $53,772 â–¼ | -7.6% | 4,184 | 0.1% | ETF |
IWM iShares Russell 2000 ETF | $625,236 | $3,305 â–¼ | -0.5% | 2,081 | 0.1% | Finance |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $614,689 | $67,012 â–¼ | -9.8% | 7,008 | 0.1% | ETF |
VZ Verizon Communications | $595,108 | $12,194 â–¼ | -2.0% | 14,055 | 0.1% | Computer and Technology |
JEPI JPMorgan Equity Premium Income ETF | $566,859 | $9,941 â–¼ | -1.7% | 10,036 | 0.1% | ETF |
TMO Thermo Fisher Scientific | $543,474 | $9,526 â–¼ | -1.7% | 1,084 | 0.1% | Medical |
IUSV iShares Core S&P U.S. Value ETF | $529,932 | $18,615 â–² | 3.6% | 4,811 | 0.1% | Manufacturing |
VB Vanguard Small-Cap ETF | $489,961 | $6,973 â–¼ | -1.4% | 1,616 | 0.1% | ETF |
META Meta Platforms | $443,309 | $60,835 â–¼ | -12.1% | 787 | 0.1% | Computer and Technology |
GOOG Alphabet | $442,016 | $2,827 â–² | 0.6% | 1,251 | 0.1% | Computer and Technology |
AVGO Broadcom | $435,546 | $3,778 â–² | 0.9% | 1,153 | 0.1% | Computer and Technology |
FHLC Fidelity MSCI Health Care Index ETF | $423,198 | $82,121 â–¼ | -16.3% | 5,478 | 0.1% | ETF |
V Visa | $421,658 | $9,263 â–¼ | -2.1% | 1,229 | 0.1% | Business Services |
IDEV iShares Core MSCI International Developed Markets ETF | $397,341 | $51,626 â–¼ | -11.5% | 4,464 | 0.1% | ETF |
RTX RTX | $390,503 | | 0.0% | 2,058 | 0.1% | Aerospace |
PRFZ Invesco RAFI US 1500 Small-Mid ETF | $379,236 | | 0.0% | 6,800 | 0.1% | Manufacturing |
ICSH iShares Ultra Short-Term Bond Active ETF | $373,835 | $15,579 â–² | 4.3% | 7,391 | 0.1% | ETF |
INTC Intel | $361,392 | $12,009 â–² | 3.4% | 2,588 | 0.1% | Computer and Technology |
IVW iShares S&P 500 Growth ETF | $360,191 | $19,942 â–¼ | -5.2% | 2,619 | 0.1% | ETF |
SRLN SPDR Blackstone Senior Loan ETF | $341,256 | | 0.0% | 8,470 | 0.1% | ETF |
ADP Automatic Data Processing | $340,628 | $14,333 â–¼ | -4.0% | 1,521 | 0.1% | Computer and Technology |
CWST Casella Waste Systems | $333,577 | | 0.0% | 3,440 | 0.1% | Business Services |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $313,673 | | 0.0% | 5,104 | 0.1% | ETF |
AMGN Amgen | $310,787 | | 0.0% | 858 | 0.1% | Medical |
JNJ Johnson & Johnson | $305,526 | $5,841 â–¼ | -1.9% | 1,203 | 0.1% | Medical |
TSLA Tesla | $296,944 | $23,554 â–² | 8.6% | 706 | 0.1% | Auto/Tires/Trucks |
FDRR Fidelity Dividend ETF for Rising Rates | $289,679 | $908 â–² | 0.3% | 4,465 | 0.1% | ETF |
PZA Invesco National AMT-Free Municipal Bond ETF | $288,156 | $564 â–² | 0.2% | 12,252 | 0.1% | ETF |
DGRO iShares Core Dividend Growth ETF | $287,699 | $37,895 â–¼ | -11.6% | 3,796 | 0.1% | ETF |
HD Home Depot | $261,732 | $353 â–² | 0.1% | 742 | 0.0% | Retail/Wholesale |
XAR SPDR S&P Aerospace & Defense ETF | $254,902 | $49,107 â–¼ | -16.2% | 898 | 0.0% | ETF |
IEFA iShares Core MSCI EAFE ETF | $254,197 | $259,799 â–¼ | -50.5% | 2,632 | 0.0% | ETF |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $246,687 | | 0.0% | 11,028 | 0.0% | Manufacturing |
VSGX Vanguard ESG International Stock ETF | $238,045 | | 0.0% | 2,891 | 0.0% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $224,793 | $19,041 â–² | 9.3% | 3,766 | 0.0% | ETF |
EEM iShares MSCI Emerging Markets ETF | $224,380 | $205 â–² | 0.1% | 3,280 | 0.0% | Finance |
RY Royal Bank Of Canada | $224,149 | | 0.0% | 1,083 | 0.0% | Finance |
ACWV iShares MSCI Global Min Vol Factor ETF | $223,628 | | 0.0% | 1,860 | 0.0% | ETF |
IBM International Business Machines | $223,598 | $2,250 â–¼ | -1.0% | 795 | 0.0% | Computer and Technology |
EBC Eastern Bankshares | $220,443 | | 0.0% | 9,912 | 0.0% | Finance |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $218,467 | | 0.0% | 9,544 | 0.0% | Manufacturing |
FTEC Fidelity MSCI Information Technology Index ETF | $214,185 | $49,120 â–¼ | -18.7% | 750 | 0.0% | ETF |
IWF iShares Russell 1000 Growth ETF | $207,116 | $122,929 â–² | 146.0% | 1,668 | 0.0% | ETF |
BIIB Biogen | $200,288 | | 0.0% | 927 | 0.0% | Medical |
EMNT PIMCO Enhanced Short Maturity Active ESG ETF | $198,053 | | 0.0% | 2,002 | 0.0% | ETF |
AOA iShares Core 80/20 Aggressive Allocation ETF | $196,886 | $2,636 â–¼ | -1.3% | 2,017 | 0.0% | ETF |
KO CocaCola | $196,430 | $975 â–² | 0.5% | 2,417 | 0.0% | Consumer Staples |
SPYG SPDR Portfolio S&P 500 Growth ETF | $190,384 | | 0.0% | 1,600 | 0.0% | ETF |
RVT Royce Small-Cap Trust | $188,708 | | 0.0% | 10,217 | 0.0% | Finance |
PG Procter & Gamble | $180,807 | $880 â–² | 0.5% | 1,233 | 0.0% | Consumer Staples |
