IVV iShares Core S&P 500 ETF | $55,986,670 | $45,852 ▲ | 0.1% | 117,218 | 16.8% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $31,726,408 | $1,265,039 ▲ | 4.2% | 319,662 | 9.5% | Finance |
VEA Vanguard FTSE Developed Markets Index Fund ETF Shares | $28,068,190 | $1,001,349 ▲ | 3.7% | 585,975 | 8.4% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $23,395,162 | $2,641,946 ▼ | -10.1% | 465,761 | 7.0% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $20,166,795 | $700,281 ▼ | -3.4% | 193,725 | 6.1% | Manufacturing |
FBND Fidelity Total Bond ETF | $19,103,640 | $2,518,018 ▲ | 15.2% | 414,936 | 5.7% | ETF |
SHV iShares Short Treasury Bond ETF | $17,254,483 | $926,412 ▲ | 5.7% | 156,674 | 5.2% | ETF |
FDVV Fidelity High Dividend ETF | $9,257,542 | $184,003 ▲ | 2.0% | 218,958 | 2.8% | ETF |
DSI iShares MSCI KLD 400 Social ETF | $8,898,434 | $20,942 ▲ | 0.2% | 97,731 | 2.7% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $7,307,622 | $61,250 ▲ | 0.8% | 26,367 | 2.2% | ETF |
IJR iShares Core S&P Small-Cap ETF | $6,578,574 | $476,084 ▲ | 7.8% | 60,772 | 2.0% | ETF |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $6,539,466 | $880,861 ▼ | -11.9% | 219,593 | 2.0% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $5,130,957 | $221,514 ▲ | 4.5% | 107,477 | 1.5% | ETF |
AAPL Apple | $5,127,439 | $581,823 ▼ | -10.2% | 26,632 | 1.5% | Computer and Technology |
USMV iShares MSCI USA Min Vol Factor ETF | $4,991,985 | $279,973 ▼ | -5.3% | 63,975 | 1.5% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $4,030,148 | $365,539 ▲ | 10.0% | 53,351 | 1.2% | Manufacturing |
SPEM SPDR Portfolio Emerging Markets ETF | $3,467,267 | $138,594 ▼ | -3.8% | 97,918 | 1.0% | ETF |
DVY iShares Select Dividend ETF | $3,175,050 | $2,063,677 ▼ | -39.4% | 27,086 | 1.0% | ETF |
MSFT Microsoft | $2,741,717 | $83,105 ▼ | -2.9% | 7,291 | 0.8% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $2,678,100 | $198,851 ▼ | -6.9% | 15,717 | 0.8% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $2,275,032 | $753,131 ▼ | -24.9% | 44,369 | 0.7% | Manufacturing |
FIW First Trust Water ETF | $2,209,590 | $253,494 ▼ | -10.3% | 23,308 | 0.7% | ETF |
FHLC Fidelity MSCI Health Care Index ETF | $2,209,358 | $1,025,207 ▼ | -31.7% | 34,153 | 0.7% | ETF |
VOO Vanguard S&P 500 ETF | $2,057,912 | $48,488 ▲ | 2.4% | 4,711 | 0.6% | ETF |
QQQ Invesco QQQ | $1,866,303 | $89,691 ▼ | -4.6% | 4,557 | 0.6% | Finance |
NULV Nuveen ESG Large-Cap Value ETF | $1,861,986 | $79,470 ▲ | 4.5% | 51,851 | 0.6% | ETF |
FDRR Fidelity Dividend ETF for Rising Rates | $1,706,501 | $875,007 ▼ | -33.9% | 38,865 | 0.5% | ETF |
ICSH BlackRock Ultra Short-Term Bond ETF | $1,692,086 | $60,935 ▼ | -3.5% | 33,600 | 0.5% | ETF |
NULG Nuveen ESG Large-Cap Growth ETF | $1,660,472 | $73,847 ▲ | 4.7% | 23,902 | 0.5% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $1,651,387 | $906,569 ▼ | -35.4% | 30,036 | 0.5% | ETF |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $1,504,544 | $255,302 ▼ | -14.5% | 61,460 | 0.5% | Manufacturing |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $1,415,895 | $372,266 ▼ | -20.8% | 37,251 | 0.4% | ETF |
VZ Verizon Communications | $1,333,013 | $321,170 ▼ | -19.4% | 35,358 | 0.4% | Computer and Technology |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $1,305,811 | $387,611 ▼ | -22.9% | 18,832 | 0.4% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $1,114,074 | $355,701 ▼ | -24.2% | 13,211 | 0.3% | Manufacturing |
DGRO iShares Core Dividend Growth ETF | $1,111,782 | $135,629 ▼ | -10.9% | 20,657 | 0.3% | ETF |
IWD iShares Russell 1000 Value ETF | $1,064,375 | $36,355 ▲ | 3.5% | 6,441 | 0.3% | ETF |
AMZN Amazon.com | $956,766 | $44,974 ▼ | -4.5% | 6,297 | 0.3% | Retail/Wholesale |
BRK.B Berkshire Hathaway | $866,684 | $20,330 ▼ | -2.3% | 2,430 | 0.3% | Finance |
IHI iShares U.S. Medical Devices ETF | $836,667 | $141,190 ▼ | -14.4% | 15,502 | 0.3% | ETF |
EMNT PIMCO Enhanced Short Maturity Active ESG ETF | $833,124 | $285,640 ▼ | -25.5% | 8,508 | 0.3% | ETF |
PZA Invesco National AMT-Free Municipal Bond ETF | $825,456 | $70,606 ▼ | -7.9% | 34,138 | 0.2% | ETF |
FUTY Fidelity MSCI Utilities Index ETF | $820,050 | $282,217 ▼ | -25.6% | 20,070 | 0.2% | ETF |
AMGN Amgen | $797,828 | $381,056 ▼ | -32.3% | 2,770 | 0.2% | Medical |
COST Costco Wholesale | $691,104 | $8,581 ▼ | -1.2% | 1,047 | 0.2% | Retail/Wholesale |
VCSH Vanguard Short-Term Corporate Bond ETF | $654,789 | $270,875 ▼ | -29.3% | 8,463 | 0.2% | ETF |
HWM Howmet Aerospace | $631,147 | | 0.0% | 11,662 | 0.2% | Construction |
QUAL iShares MSCI USA Quality Factor ETF | $628,286 | $260,878 ▼ | -29.3% | 4,270 | 0.2% | ETF |
GOOGL Alphabet | $583,904 | $19,557 ▼ | -3.2% | 4,180 | 0.2% | Computer and Technology |
VO Vanguard Mid-Cap ETF | $569,037 | $58,160 ▲ | 11.4% | 2,446 | 0.2% | ETF |
ESGE iShares ESG Aware MSCI EM ETF | $567,526 | $2,469 ▼ | -0.4% | 17,702 | 0.2% | Manufacturing |
TMO Thermo Fisher Scientific | $542,467 | $17,516 ▼ | -3.1% | 1,022 | 0.2% | Medical |
IWM iShares Russell 2000 ETF | $508,599 | $105,774 ▼ | -17.2% | 2,534 | 0.2% | Finance |
LLY Eli Lilly and Company | $487,597 | $19,247 ▼ | -3.8% | 836 | 0.1% | Medical |
ESGU iShares ESG Aware MSCI USA ETF | $481,163 | $1,049 ▼ | -0.2% | 4,586 | 0.1% | Manufacturing |
IDEV iShares Core MSCI International Developed Markets ETF | $478,851 | | 0.0% | 7,522 | 0.1% | ETF |
EFA iShares MSCI EAFE ETF | $477,945 | $2,939 ▼ | -0.6% | 6,343 | 0.1% | Finance |
IVW iShares S&P 500 Growth ETF | $471,346 | $54,825 ▼ | -10.4% | 6,276 | 0.1% | ETF |
UNH UnitedHealth Group | $439,602 | $12,109 ▼ | -2.7% | 835 | 0.1% | Medical |
SRLN SPDR Blackstone Senior Loan ETF | $438,423 | $4,822 ▼ | -1.1% | 10,456 | 0.1% | ETF |
VB Vanguard Small-Cap ETF | $427,183 | $123,119 ▲ | 40.5% | 2,002 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $420,657 | | 0.0% | 2,473 | 0.1% | Finance |
GSIE Goldman Sachs ActiveBeta International Equity ETF | $393,933 | $41,967 ▼ | -9.6% | 12,062 | 0.1% | ETF |
XJH iShares ESG Screened S&P Mid-Cap ETF | $393,076 | $162,889 ▼ | -29.3% | 10,420 | 0.1% | ETF |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $391,709 | $81,666 ▲ | 26.3% | 16,826 | 0.1% | Manufacturing |
PFE Pfizer | $386,896 | $195,650 ▼ | -33.6% | 13,439 | 0.1% | Medical |
ADP Automatic Data Processing | $377,411 | $4,892 ▲ | 1.3% | 1,620 | 0.1% | Business Services |
IFRA iShares U.S. Infrastructure ETF | $376,903 | $179,894 ▼ | -32.3% | 9,359 | 0.1% | ETF |
GOOG Alphabet | $376,283 | | 0.0% | 2,670 | 0.1% | Computer and Technology |
PEP PepsiCo | $370,761 | | 0.0% | 2,183 | 0.1% | Consumer Staples |
IBTE iShares iBonds Dec 2024 Term Treasury ETF | $360,358 | $32,760 ▲ | 10.0% | 15,103 | 0.1% | Manufacturing |
AOR iShares Core Growth Allocation ETF | $330,138 | $6,489 ▼ | -1.9% | 6,207 | 0.1% | ETF |
LRCX Lam Research | $328,186 | | 0.0% | 419 | 0.1% | Computer and Technology |
IEFA iShares Core MSCI EAFE ETF | $328,112 | $128,107 ▲ | 64.1% | 4,664 | 0.1% | ETF |
UPS United Parcel Service | $327,271 | $117,478 ▼ | -26.4% | 2,081 | 0.1% | Transportation |
V Visa | $325,958 | | 0.0% | 1,252 | 0.1% | Business Services |
HD Home Depot | $322,695 | $26,342 ▼ | -7.5% | 931 | 0.1% | Retail/Wholesale |
JNJ Johnson & Johnson | $306,583 | $1,567 ▼ | -0.5% | 1,956 | 0.1% | Medical |
IBM International Business Machines | $290,035 | $164 ▲ | 0.1% | 1,773 | 0.1% | Computer and Technology |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $289,080 | $82,167 ▲ | 39.7% | 12,648 | 0.1% | Manufacturing |
META Meta Platforms | $287,062 | | 0.0% | 811 | 0.1% | Computer and Technology |
VTEB Vanguard Tax-Exempt Bond ETF | $281,056 | $163,294 ▼ | -36.7% | 5,506 | 0.1% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $274,537 | $329 ▲ | 0.1% | 6,680 | 0.1% | ETF |
NVDA NVIDIA | $271,381 | | 0.0% | 548 | 0.1% | Computer and Technology |
VGT Vanguard Information Technology ETF | $256,520 | | 0.0% | 530 | 0.1% | ETF |
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF | $254,932 | $205,258 ▼ | -44.6% | 6,800 | 0.1% | Manufacturing |
INTC Intel | $250,860 | $2,362 ▲ | 1.0% | 4,992 | 0.1% | Computer and Technology |
MCD McDonald's | $249,958 | | 0.0% | 843 | 0.1% | Retail/Wholesale |
ESGV Vanguard ESG US Stock ETF | $241,220 | $30,961 ▲ | 14.7% | 2,836 | 0.1% | ETF |
BIIB Biogen | $239,362 | | 0.0% | 925 | 0.1% | Medical |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $236,930 | $44,118 ▼ | -15.7% | 5,612 | 0.1% | ETF |
PIMCO ACTIVE BOND ETF
| $229,780 | $19,973 ▼ | -8.0% | 2,485 | 0.1% | ETF |
PG Procter & Gamble | $229,335 | $4,396 ▼ | -1.9% | 1,565 | 0.1% | Consumer Staples |
SPY SPDR S&P 500 ETF Trust | $216,741 | | 0.0% | 456 | 0.1% | Finance |
JPIE JPMorgan Income ETF | $209,350 | $8,666 ▼ | -4.0% | 4,590 | 0.1% | ETF |
XAR SPDR S&P Aerospace & Defense ETF | $204,770 | $1,354 ▲ | 0.7% | 1,512 | 0.1% | ETF |
GWW W.W. Grainger | $198,886 | $132,591 ▼ | -40.0% | 240 | 0.1% | Industrial Products |
HUM Humana | $196,858 | | 0.0% | 430 | 0.1% | Medical |
NUV Nuveen Municipal Value Fund | $195,272 | | 0.0% | 22,706 | 0.1% | Finance |
CI The Cigna Group | $194,044 | | 0.0% | 648 | 0.1% | Medical |
