VUG Vanguard Growth ETF | $453,002,374 | $16,047,199 ▲ | 3.7% | 1,033,308 | 9.7% | ETF |
VTV Vanguard Value ETF | $410,956,708 | $10,674,685 ▲ | 2.7% | 2,325,179 | 8.8% | ETF |
IEFA iShares Core MSCI EAFE ETF | $370,988,435 | $20,647,524 ▲ | 5.9% | 4,444,040 | 7.9% | ETF |
VB Vanguard Small-Cap ETF | $256,253,994 | $5,872,627 ▲ | 2.3% | 1,081,327 | 5.5% | ETF |
MSFT Microsoft | $238,393,912 | $14,696,987 ▲ | 6.6% | 479,270 | 5.1% | Computer and Technology |
AAPL Apple | $220,755,830 | $22,725,664 ▲ | 11.5% | 1,075,965 | 4.7% | Computer and Technology |
NVDA NVIDIA | $176,531,682 | $19,371,941 ▼ | -9.9% | 1,117,360 | 3.8% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $99,667,593 | $1,339,117 ▼ | -1.3% | 327,929 | 2.1% | ETF |
AMZN Amazon.com | $81,414,036 | $1,209,057 ▼ | -1.5% | 371,093 | 1.7% | Retail/Wholesale |
VEA Vanguard FTSE Developed Markets ETF | $75,244,046 | $1,413,734 ▲ | 1.9% | 1,319,839 | 1.6% | ETF |
IJR iShares Core S&P Small-Cap ETF | $66,090,656 | $7,802,109 ▲ | 13.4% | 604,727 | 1.4% | ETF |
USFR WisdomTree Floating Rate Treasury Fund | $59,381,005 | $4,865,380 ▼ | -7.6% | 1,180,302 | 1.3% | Finance |
IWF iShares Russell 1000 Growth ETF | $55,518,307 | $1,163,770 ▼ | -2.1% | 130,761 | 1.2% | ETF |
SUSA iShares MSCI USA ESG Select ETF | $54,859,626 | $6,439,781 ▼ | -10.5% | 432,818 | 1.2% | ETF |
TSLA Tesla | $49,108,508 | $318,294 ▼ | -0.6% | 154,595 | 1.1% | Auto/Tires/Trucks |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $48,767,685 | $687,624 ▼ | -1.4% | 361,135 | 1.0% | ETF |
IWD iShares Russell 1000 Value ETF | $45,669,228 | $5,422,699 ▲ | 13.5% | 235,130 | 1.0% | ETF |
AVGO Broadcom | $38,111,767 | $1,700,215 ▲ | 4.7% | 138,261 | 0.8% | Computer and Technology |
GOOG Alphabet | $38,017,431 | $776,966 ▲ | 2.1% | 214,316 | 0.8% | Computer and Technology |
ESGD iShares ESG Aware MSCI EAFE ETF | $37,093,976 | $997,568 ▼ | -2.6% | 415,759 | 0.8% | Manufacturing |
AVEM Avantis Emerging Markets Equity ETF | $36,469,661 | $8,327,886 ▲ | 29.6% | 532,093 | 0.8% | ETF |
SPY SPDR S&P 500 ETF Trust | $33,607,154 | $1,587,866 ▲ | 5.0% | 54,394 | 0.7% | Finance |
NUSC Nuveen ESG Small-Cap ETF | $32,649,595 | $289,906 ▲ | 0.9% | 801,414 | 0.7% | ETF |
DFAI Dimensional International Core Equity Market ETF | $32,177,674 | $1,059,570 ▲ | 3.4% | 930,798 | 0.7% | ETF |
META Meta Platforms | $31,909,221 | $1,293,138 ▼ | -3.9% | 43,232 | 0.7% | Computer and Technology |
ESGU iShares ESG Aware MSCI USA ETF | $31,087,301 | $5,720,071 ▲ | 22.5% | 229,766 | 0.7% | Manufacturing |
USRT iShares Core U.S. REIT ETF | $28,983,011 | $252,710 ▼ | -0.9% | 512,429 | 0.6% | ETF |
TTD Trade Desk | $26,502,014 | $3,711,297 ▼ | -12.3% | 368,135 | 0.6% | Computer and Technology |
DFAE Dimensional Emerging Core Equity Market ETF | $26,401,309 | $741,641 ▼ | -2.7% | 911,962 | 0.6% | ETF |
JPM JPMorgan Chase & Co. | $25,932,598 | $342,382 ▲ | 1.3% | 89,451 | 0.6% | Finance |
NFLX Netflix | $25,626,071 | $120,524 ▲ | 0.5% | 19,136 | 0.5% | Consumer Discretionary |
DFUV Dimensional US Marketwide Value ETF | $25,049,308 | $211,442 ▲ | 0.9% | 592,462 | 0.5% | ETF |
IVV iShares Core S&P 500 ETF | $24,364,452 | $5,776,786 ▲ | 31.1% | 39,241 | 0.5% | ETF |
ESGE iShares ESG Aware MSCI EM ETF | $24,348,068 | $183,668 ▼ | -0.7% | 621,600 | 0.5% | Manufacturing |
ARKK ARK Innovation ETF | $22,944,630 | $690,881 ▲ | 3.1% | 326,428 | 0.5% | ETF |
IWB iShares Russell 1000 ETF | $22,179,303 | $4,414 ▼ | 0.0% | 65,316 | 0.5% | ETF |
DFAU Dimensional US Core Equity Market ETF | $20,674,802 | $567,624 ▲ | 2.8% | 488,074 | 0.4% | ETF |
GOOGL Alphabet | $20,290,635 | $90,935 ▲ | 0.5% | 115,137 | 0.4% | Computer and Technology |
QQQ Invesco QQQ | $18,963,377 | $672,456 ▲ | 3.7% | 34,376 | 0.4% | Finance |
SCHF Schwab International Equity ETF | $18,836,620 | $10,413,937 ▲ | 123.6% | 852,336 | 0.4% | ETF |
V Visa | $18,443,533 | $261,673 ▲ | 1.4% | 51,946 | 0.4% | Business Services |
BND Vanguard Total Bond Market ETF | $18,264,720 | $13,152,371 ▼ | -41.9% | 248,061 | 0.4% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $18,094,405 | $614,491 ▼ | -3.3% | 365,839 | 0.4% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $18,085,422 | $866,682 ▼ | -4.6% | 504,616 | 0.4% | ETF |
ISRG Intuitive Surgical | $17,243,195 | $47,821 ▼ | -0.3% | 31,731 | 0.4% | Medical |
DFAS Dimensional U.S. Small Cap ETF | $16,924,808 | $2,032,029 ▲ | 13.6% | 265,654 | 0.4% | ETF |
CGGR Capital Group Growth ETF | $16,783,737 | $10,122 ▼ | -0.1% | 412,884 | 0.4% | ETF |
VIG Vanguard Dividend Appreciation ETF | $16,273,636 | $4,394,242 ▲ | 37.0% | 79,512 | 0.3% | ETF |
COST Costco Wholesale | $15,069,674 | $1,137,427 ▲ | 8.2% | 15,223 | 0.3% | Retail/Wholesale |
HD Home Depot | $14,996,916 | $40,697 ▲ | 0.3% | 40,904 | 0.3% | Retail/Wholesale |
SCZ iShares MSCI EAFE Small-Cap ETF | $14,935,116 | $486,085 ▲ | 3.4% | 205,491 | 0.3% | ETF |
LLY Eli Lilly and Company | $13,626,609 | $1,508,351 ▲ | 12.4% | 17,481 | 0.3% | Medical |
SCHX Schwab US Large-Cap ETF | $13,306,872 | $8,339,711 ▲ | 167.9% | 544,471 | 0.3% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $12,401,913 | $11,590,778 ▲ | 1,429.0% | 113,571 | 0.3% | ETF |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $11,928,170 | $5,964,488 ▼ | -33.3% | 355,216 | 0.3% | ETF |
JNJ Johnson & Johnson | $11,751,263 | $48,269 ▼ | -0.4% | 76,931 | 0.3% | Medical |
ORCL Oracle | $10,631,541 | $1,237,883 ▼ | -10.4% | 48,628 | 0.2% | Computer and Technology |
BLACKROCK INC
| $10,344,211 | $19,935 ▲ | 0.2% | 9,859 | 0.2% | COM |
XOM Exxon Mobil | $10,283,940 | $70,070 ▲ | 0.7% | 95,398 | 0.2% | Energy |
AMAT Applied Materials | $9,959,731 | $312,134 ▼ | -3.0% | 54,404 | 0.2% | Computer and Technology |
VSGX Vanguard ESG International Stock ETF | $9,886,250 | $2,001,092 ▲ | 25.4% | 150,935 | 0.2% | ETF |
VOO Vanguard S&P 500 ETF | $9,785,521 | $278,337 ▲ | 2.9% | 17,227 | 0.2% | ETF |
APPF AppFolio | $9,708,375 | $2,597,559 ▼ | -21.1% | 42,159 | 0.2% | Computer and Technology |
VNQ Vanguard Real Estate ETF | $9,627,282 | $1,862,865 ▲ | 24.0% | 108,099 | 0.2% | ETF |
NULG Nuveen ESG Large-Cap Growth ETF | $9,375,142 | $251,503 ▲ | 2.8% | 99,789 | 0.2% | ETF |
CGDV Capital Group Dividend Value ETF | $9,076,705 | $885,801 ▲ | 10.8% | 229,848 | 0.2% | ETF |
ABBV AbbVie | $8,873,980 | $39,352 ▼ | -0.4% | 47,807 | 0.2% | Medical |
NULV Nuveen ESG Large-Cap Value ETF | $8,831,547 | $204,755 ▲ | 2.4% | 210,701 | 0.2% | ETF |
PG Procter & Gamble | $8,654,082 | $308,921 ▲ | 3.7% | 54,319 | 0.2% | Consumer Staples |
URI United Rentals | $8,619,496 | $150,677 ▲ | 1.8% | 11,441 | 0.2% | Construction |
AFL Aflac | $8,520,361 | $382,716 ▼ | -4.3% | 80,792 | 0.2% | Finance |
MA Mastercard | $8,407,900 | $1,185,153 ▼ | -12.4% | 14,962 | 0.2% | Business Services |
INTU Intuit | $8,169,905 | $70,885 ▼ | -0.9% | 10,373 | 0.2% | Computer and Technology |
NOW ServiceNow | $8,154,598 | $2,145,568 ▼ | -20.8% | 7,932 | 0.2% | Computer and Technology |
CVX Chevron | $7,982,423 | $171,685 ▼ | -2.1% | 55,747 | 0.2% | Energy |
SDY SPDR S&P Dividend ETF | $7,741,342 | $628,021 ▼ | -7.5% | 57,035 | 0.2% | ETF |
TPL Texas Pacific Land | $7,665,339 | $2,113 ▼ | 0.0% | 7,256 | 0.2% | Energy |
IJH iShares Core S&P Mid-Cap ETF | $7,589,097 | $1,825,749 ▲ | 31.7% | 122,365 | 0.2% | ETF |
NUDM Nuveen ESG International Developed Markets Equity ETF | $7,461,491 | $6,495 ▼ | -0.1% | 210,242 | 0.2% | ETF |
BAC Bank of America | $7,260,984 | $100,508 ▼ | -1.4% | 153,444 | 0.2% | Finance |
SCHC Schwab International Small-Cap Equity ETF | $7,211,393 | $270,532 ▲ | 3.9% | 169,321 | 0.2% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $7,166,884 | $1,319,434 ▲ | 22.6% | 132,818 | 0.2% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $7,013,315 | $215,208 ▼ | -3.0% | 116,830 | 0.1% | ETF |
VEEV Veeva Systems | $6,883,010 | $488,990 ▼ | -6.6% | 23,901 | 0.1% | Medical |
MANAGER DIRECTED PORTFOLIOS
| $6,869,431 | $195,822 ▼ | -2.8% | 656,733 | 0.1% | VERT GLB SUST RE |
VONV Vanguard Russell 1000 Value ETF | $6,839,339 | $5,603,972 ▲ | 453.6% | 80,265 | 0.1% | ETF |
WFC Wells Fargo & Company | $6,800,663 | $120,180 ▼ | -1.7% | 84,881 | 0.1% | Finance |
SHW Sherwin-Williams | $6,783,768 | $402,762 ▼ | -5.6% | 19,757 | 0.1% | Basic Materials |
CRM Salesforce | $6,638,775 | $1,123,187 ▼ | -14.5% | 24,346 | 0.1% | Computer and Technology |
VYM Vanguard High Dividend Yield ETF | $6,608,959 | $165,837 ▲ | 2.6% | 49,576 | 0.1% | ETF |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $6,478,017 | $2,097,661 ▲ | 47.9% | 156,739 | 0.1% | ETF |
TXN Texas Instruments | $6,429,301 | $96,542 ▼ | -1.5% | 30,967 | 0.1% | Computer and Technology |
PANW Palo Alto Networks | $6,408,136 | $82,266 ▼ | -1.3% | 31,314 | 0.1% | Computer and Technology |
GOLDMAN SACHS ETF TR
| $6,403,559 | $6,403,559 ▲ | New Holding | 128,534 | 0.1% | S&P 500 PREMIUM |
PYLD PIMCO Multi Sector Bond Active ETF | $6,383,081 | $718,411 ▲ | 12.7% | 240,508 | 0.1% | ETF |
J P MORGAN EXCHANGE TRADED F
| $6,375,204 | $1,619,994 ▼ | -20.3% | 129,000 | 0.1% | SUSTAINABLE MUNI |
CRWD CrowdStrike | $6,161,663 | $94,223 ▼ | -1.5% | 12,098 | 0.1% | Computer and Technology |
UNH UnitedHealth Group | $6,099,058 | $710,049 ▼ | -10.4% | 19,550 | 0.1% | Medical |
DFIV Dimensional International Value ETF | $6,057,762 | $207,598 ▲ | 3.5% | 141,437 | 0.1% | ETF |
IYR iShares U.S. Real Estate ETF | $6,004,300 | $514,787 ▼ | -7.9% | 63,357 | 0.1% | ETF |
