SCHB Schwab US Broad Market ETF | $98,445,568 | $124,822 ▼ | -0.1% | 3,829,077 | 28.3% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $34,527,481 | $178,687 ▼ | -0.5% | 459,692 | 9.9% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $29,048,250 | $148,422 ▲ | 0.5% | 484,784 | 8.3% | ETF |
AVDV Avantis International Small Cap Value ETF | $21,095,423 | $76,655 ▼ | -0.4% | 236,947 | 6.1% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $21,095,075 | $154,670 ▲ | 0.7% | 211,947 | 6.1% | ETF |
MUB iShares National Muni Bond ETF | $16,387,702 | $2,470,561 ▼ | -13.1% | 153,890 | 4.7% | ETF |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $14,680,711 | $872,186 ▲ | 6.3% | 584,191 | 4.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $14,669,058 | $94,596 ▼ | -0.6% | 22,020 | 4.2% | Finance |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $11,195,799 | $971,134 ▲ | 9.5% | 133,109 | 3.2% | ETF |
REET iShares Global REIT ETF | $11,123,562 | $102,342 ▲ | 0.9% | 435,194 | 3.2% | ETF |
BNDX Vanguard Total International Bond ETF | $9,497,652 | $1,113,591 ▲ | 13.3% | 192,027 | 2.7% | ETF |
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund | $9,291,346 | $784,565 ▼ | -7.8% | 177,723 | 2.7% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $6,162,648 | $222,741 ▼ | -3.5% | 57,714 | 1.8% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $4,652,316 | $494,686 ▲ | 11.9% | 58,205 | 1.3% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $3,404,873 | $35,316 ▼ | -1.0% | 74,816 | 1.0% | ETF |
EFA iShares MSCI EAFE ETF | $3,207,820 | $17,554 ▼ | -0.5% | 34,356 | 0.9% | Finance |
HDV iShares Core High Dividend ETF | $2,841,735 | $30,123 ▼ | -1.0% | 23,207 | 0.8% | ETF |
IEFA iShares Core MSCI EAFE ETF | $2,401,898 | $13,795 ▼ | -0.6% | 27,510 | 0.7% | ETF |
AAPL Apple | $2,215,713 | $102,103 ▼ | -4.4% | 8,702 | 0.6% | Computer and Technology |
VB Vanguard Small-Cap ETF | $2,089,419 | $6,357 ▼ | -0.3% | 8,217 | 0.6% | ETF |
QQQ Invesco QQQ | $1,915,521 | $73,235 ▲ | 4.0% | 3,191 | 0.5% | Finance |
VTI Vanguard Total Stock Market ETF | $1,603,346 | | 0.0% | 4,886 | 0.5% | ETF |
AVGO Broadcom | $1,536,061 | $241,164 ▼ | -13.6% | 4,656 | 0.4% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $1,449,026 | $2,817 ▲ | 0.2% | 26,745 | 0.4% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $1,156,355 | | 0.0% | 7,942 | 0.3% | Manufacturing |
DFSV Dimensional US Small Cap Value ETF | $1,152,449 | | 0.0% | 36,195 | 0.3% | ETF |
MSFT Microsoft | $1,144,088 | $148,643 ▼ | -11.5% | 2,209 | 0.3% | Computer and Technology |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $1,137,264 | $998 ▼ | -0.1% | 7,978 | 0.3% | ETF |
IWM iShares Russell 2000 ETF | $1,051,558 | | 0.0% | 4,346 | 0.3% | Finance |
VXUS Vanguard Total International Stock ETF | $982,370 | $5,069 ▼ | -0.5% | 13,373 | 0.3% | ETF |
NVDA NVIDIA | $690,815 | $41,975 ▼ | -5.7% | 3,703 | 0.2% | Computer and Technology |
BAC Bank of America | $619,493 | $24,660 ▼ | -3.8% | 12,008 | 0.2% | Finance |
ESGD iShares ESG Aware MSCI EAFE ETF | $614,319 | | 0.0% | 6,607 | 0.2% | Manufacturing |
VOT Vanguard Mid-Cap Growth ETF | $516,189 | | 0.0% | 1,757 | 0.1% | ETF |
AVRE Avantis Real Estate ETF | $436,113 | $1,601 ▲ | 0.4% | 9,805 | 0.1% | ETF |
SCHF Schwab International Equity ETF | $416,340 | | 0.0% | 17,884 | 0.1% | ETF |
AOR iShares Core 60/40 Balanced Allocation ETF | $414,478 | $2,125 ▲ | 0.5% | 6,438 | 0.1% | ETF |
IVV iShares Core S&P 500 ETF | $378,824 | $9,370 ▼ | -2.4% | 566 | 0.1% | ETF |
IDCC InterDigital | $362,492 | | 0.0% | 1,050 | 0.1% | Computer and Technology |
BRK.B Berkshire Hathaway | $353,426 | $100,548 ▼ | -22.1% | 703 | 0.1% | Finance |
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF | $348,576 | | 0.0% | 5,461 | 0.1% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $345,327 | $798 ▼ | -0.2% | 3,895 | 0.1% | ETF |
IWF iShares Russell 1000 Growth ETF | $337,042 | $3,745 ▲ | 1.1% | 720 | 0.1% | ETF |
SCHX Schwab US Large-Cap ETF | $324,930 | | 0.0% | 12,336 | 0.1% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $306,633 | | 0.0% | 7,166 | 0.1% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $293,093 | $6,095 ▼ | -2.0% | 9,185 | 0.1% | ETF |
MCD McDonald's | $292,279 | $608 ▲ | 0.2% | 962 | 0.1% | Retail/Wholesale |
ESGE iShares ESG Aware MSCI EM ETF | $279,364 | | 0.0% | 6,434 | 0.1% | Manufacturing |
VNQ Vanguard Real Estate ETF | $279,024 | | 0.0% | 3,052 | 0.1% | ETF |
DIS Walt Disney | $268,388 | | 0.0% | 2,344 | 0.1% | Consumer Discretionary |
IJH iShares Core S&P Mid-Cap ETF | $260,844 | $46,008 ▼ | -15.0% | 3,997 | 0.1% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $254,799 | | 0.0% | 2,304 | 0.1% | ETF |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $246,047 | | 0.0% | 5,458 | 0.1% | ETF |
SCHI Schwab 5-10 Year Corporate Bond ETF | $244,147 | $12,971 ▲ | 5.6% | 10,578 | 0.1% | ETF |
IVOG Vanguard S&P Mid-Cap 400 Growth ETF | $231,309 | | 0.0% | 1,936 | 0.1% | ETF |
CAPL CrossAmerica Partners | $210,216 | $212,403 ▼ | -50.3% | 9,996 | 0.1% | Energy |
NOC Northrop Grumman | $206,081 | | 0.0% | 338 | 0.1% | Aerospace |
QCOM QUALCOMM | $192,312 | | 0.0% | 1,156 | 0.1% | Computer and Technology |
FTGC First Trust Global Tactical Commodity Strategy Fund | $190,987 | | 0.0% | 7,374 | 0.1% | Manufacturing |
AMGN Amgen | $189,074 | | 0.0% | 670 | 0.1% | Medical |
RTX RTX | $185,485 | $8,538 ▼ | -4.4% | 1,108 | 0.1% | Aerospace |
SPHY SPDR Portfolio High Yield Bond ETF | $178,076 | $53,581 ▲ | 43.0% | 7,438 | 0.1% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $175,680 | $56,887 ▲ | 47.9% | 1,470 | 0.1% | ETF |
ACWX iShares MSCI ACWI ex U.S. ETF | $175,397 | | 0.0% | 2,698 | 0.1% | Manufacturing |
GLD SPDR Gold Shares | $175,247 | | 0.0% | 493 | 0.1% | Finance |
BGRN iShares USD Green Bond ETF | $170,229 | $481 ▲ | 0.3% | 3,537 | 0.0% | Manufacturing |
SUSC iShares ESG Aware USD Corporate Bond ETF | $167,747 | $448 ▲ | 0.3% | 7,120 | 0.0% | Manufacturing |
VGIT Vanguard Intermediate-Term Treasury ETF | $153,977 | | 0.0% | 2,565 | 0.0% | ETF |
MAR Marriott International | $146,628 | | 0.0% | 563 | 0.0% | Consumer Discretionary |
DLS WisdomTree International SmallCap Dividend Fund | $144,708 | | 0.0% | 1,820 | 0.0% | Finance |
VIOG Vanguard S&P Small-Cap 600 Growth ETF | $140,146 | | 0.0% | 1,151 | 0.0% | ETF |
CAT Caterpillar | $138,374 | $10,020 ▼ | -6.8% | 290 | 0.0% | Industrials |
VTEB Vanguard Tax-Exempt Bond ETF | $137,142 | $1,152 ▲ | 0.8% | 2,739 | 0.0% | ETF |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $134,468 | | 0.0% | 2,486 | 0.0% | Manufacturing |
WMT Walmart | $131,666 | $18,648 ▼ | -12.4% | 1,278 | 0.0% | Retail/Wholesale |
XOM Exxon Mobil | $129,280 | $8,453 ▼ | -6.1% | 1,147 | 0.0% | Energy |
AMZN Amazon.com | $128,229 | $9,881 ▼ | -7.2% | 584 | 0.0% | Retail/Wholesale |
PAYX Paychex | $124,859 | | 0.0% | 985 | 0.0% | Computer and Technology |
JNJ Johnson & Johnson | $122,192 | $253,655 ▼ | -67.5% | 659 | 0.0% | Medical |
DGRO iShares Core Dividend Growth ETF | $121,863 | $60,659 ▲ | 99.1% | 1,790 | 0.0% | ETF |
UNP Union Pacific | $119,647 | $4,966 ▼ | -4.0% | 506 | 0.0% | Transportation |
META Meta Platforms | $116,032 | $31,578 ▼ | -21.4% | 158 | 0.0% | Computer and Technology |
GOOGL Alphabet | $112,215 | $29,390 ▼ | -20.8% | 462 | 0.0% | Computer and Technology |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $108,884 | $354 ▲ | 0.3% | 4,302 | 0.0% | Manufacturing |
VXF Vanguard Extended Market ETF | $104,728 | | 0.0% | 500 | 0.0% | ETF |
AWK American Water Works | $97,433 | | 0.0% | 700 | 0.0% | Utilities |
APD Air Products and Chemicals | $92,998 | | 0.0% | 341 | 0.0% | Basic Materials |
IJR iShares Core S&P Small-Cap ETF | $87,815 | $10,101 ▼ | -10.3% | 739 | 0.0% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $85,363 | | 0.0% | 2,880 | 0.0% | ETF |
VIG Vanguard Dividend Appreciation ETF | $85,171 | $28,678 ▲ | 50.8% | 395 | 0.0% | ETF |
VTV Vanguard Value ETF | $82,615 | $33,195 ▲ | 67.2% | 443 | 0.0% | ETF |
IBM International Business Machines | $82,391 | | 0.0% | 292 | 0.0% | Computer and Technology |
GLW Corning | $82,030 | | 0.0% | 1,000 | 0.0% | Computer and Technology |
AMP Ameriprise Financial | $78,109 | | 0.0% | 159 | 0.0% | Finance |
IUSG iShares Core S&P U.S. Growth ETF | $77,498 | | 0.0% | 471 | 0.0% | Manufacturing |
NEE NextEra Energy | $76,698 | | 0.0% | 1,016 | 0.0% | Utilities |
DIA SPDR Dow Jones Industrial Average ETF Trust | $69,561 | | 0.0% | 150 | 0.0% | Finance |
VUG Vanguard Growth ETF | $68,584 | | 0.0% | 143 | 0.0% | ETF |
OLED Universal Display | $62,335 | | 0.0% | 434 | 0.0% | Computer and Technology |
TSLA Tesla | $60,482 | | 0.0% | 136 | 0.0% | Auto/Tires/Trucks |
