SPLG SPDR Portfolio S&P 500 ETF | $18,351,024 | $1,078,882 ▲ | 6.2% | 327,463 | 6.6% | ETF |
IVV iShares Core S&P 500 ETF | $9,218,088 | $1,511,225 ▲ | 19.6% | 19,263 | 3.3% | ETF |
AAPL Apple | $8,507,329 | $162,764 ▼ | -1.9% | 45,839 | 3.1% | Computer and Technology |
MSFT Microsoft | $8,454,350 | $207,320 ▼ | -2.4% | 21,980 | 3.1% | Computer and Technology |
IUSB iShares Core Total USD Bond Market ETF | $8,280,259 | $284,826 ▲ | 3.6% | 180,358 | 3.0% | Manufacturing |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $7,504,767 | $126,210 ▼ | -1.7% | 96,686 | 2.7% | ETF |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $6,525,596 | $98,245 ▲ | 1.5% | 153,833 | 2.4% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $5,046,952 | $404,988 ▲ | 8.7% | 34,096 | 1.8% | ETF |
EFV iShares MSCI EAFE Value ETF | $4,580,041 | $227,730 ▲ | 5.2% | 88,230 | 1.7% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $4,335,367 | $248,687 ▲ | 6.1% | 93,354 | 1.6% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $3,847,746 | $364,854 ▲ | 10.5% | 75,446 | 1.4% | ETF |
MUB iShares National Muni Bond ETF | $3,737,304 | $611,954 ▲ | 19.6% | 34,420 | 1.3% | ETF |
OEF iShares S&P 100 ETF | $3,736,283 | $297,419 ▲ | 8.6% | 16,620 | 1.3% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $3,550,458 | $62,655 ▲ | 1.8% | 33,830 | 1.3% | Manufacturing |
UNH UnitedHealth Group | $3,308,778 | $52,349 ▲ | 1.6% | 6,131 | 1.2% | Medical |
EFG iShares MSCI EAFE Growth ETF | $3,259,201 | $30,548 ▲ | 0.9% | 34,035 | 1.2% | ETF |
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | $3,244,408 | $69,004 ▲ | 2.2% | 74,006 | 1.2% | Finance |
AMZN Amazon.com | $3,120,515 | $42,675 ▲ | 1.4% | 20,109 | 1.1% | Retail/Wholesale |
GOOGL Alphabet | $2,864,049 | $32,394 ▲ | 1.1% | 20,158 | 1.0% | Computer and Technology |
MBB iShares MBS ETF | $2,770,754 | $201,591 ▲ | 7.8% | 29,523 | 1.0% | ETF |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $2,731,495 | $9,453 ▲ | 0.3% | 30,917 | 1.0% | ETF |
V Visa | $2,539,705 | $125,414 ▲ | 5.2% | 9,619 | 0.9% | Business Services |
IYW iShares U.S. Technology ETF | $2,537,240 | $358,024 ▲ | 16.4% | 20,658 | 0.9% | Manufacturing |
SRLN SPDR Blackstone Senior Loan ETF | $2,501,017 | $19,591 ▲ | 0.8% | 59,619 | 0.9% | ETF |
COST Costco Wholesale | $2,421,520 | $34,353 ▲ | 1.4% | 3,595 | 0.9% | Retail/Wholesale |
PECO Phillips Edison & Company, Inc. | $2,417,068 | $120,869 ▼ | -4.8% | 67,991 | 0.9% | Finance |
MA Mastercard | $2,328,184 | $79,370 ▲ | 3.5% | 5,456 | 0.8% | Business Services |
TFLO iShares Treasury Floating Rate Bond ETF | $2,321,334 | $57,639 ▲ | 2.5% | 45,912 | 0.8% | ETF |
BRK.B Berkshire Hathaway | $2,301,759 | $327,733 ▲ | 16.6% | 6,335 | 0.8% | Finance |
HD Home Depot | $2,272,166 | $38,862 ▼ | -1.7% | 6,373 | 0.8% | Retail/Wholesale |
CTAS Cintas | $2,245,350 | $90,002 ▲ | 4.2% | 3,817 | 0.8% | Industrial Products |
DTD WisdomTree Total U.S. Dividend Fund | $2,220,645 | $98,121 ▼ | -4.2% | 34,038 | 0.8% | Finance |
TLT iShares 20+ Year Treasury Bond ETF | $2,197,136 | $50,966 ▲ | 2.4% | 22,719 | 0.8% | ETF |
JPM JPMorgan Chase & Co. | $1,869,447 | $64,887 ▲ | 3.6% | 10,977 | 0.7% | Finance |
TMUS T-Mobile US | $1,806,574 | $59,354 ▲ | 3.4% | 11,140 | 0.7% | Computer and Technology |
IEMG iShares Core MSCI Emerging Markets ETF | $1,803,927 | $89,800 ▲ | 5.2% | 36,621 | 0.7% | ETF |
ADBE Adobe | $1,703,444 | $27,485 ▼ | -1.6% | 2,851 | 0.6% | Computer and Technology |
NVDA NVIDIA | $1,666,719 | $339,375 ▲ | 25.6% | 3,040 | 0.6% | Computer and Technology |
IVW iShares S&P 500 Growth ETF | $1,647,721 | $153,980 ▲ | 10.3% | 21,787 | 0.6% | ETF |
VTV Vanguard Value ETF | $1,628,707 | $5,675 ▼ | -0.3% | 10,905 | 0.6% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $1,595,006 | $1,117,420 ▲ | 234.0% | 22,640 | 0.6% | Manufacturing |
TMO Thermo Fisher Scientific | $1,579,578 | $7,098 ▼ | -0.4% | 2,893 | 0.6% | Medical |
TT Trane Technologies | $1,579,256 | $39,358 ▲ | 2.6% | 6,420 | 0.6% | Business Services |
MCD McDonald's | $1,563,643 | $38,826 ▲ | 2.5% | 5,316 | 0.6% | Retail/Wholesale |
VUG Vanguard Growth ETF | $1,552,679 | $20,627 ▼ | -1.3% | 4,968 | 0.6% | ETF |
HCA HCA Healthcare | $1,508,993 | $39,272 ▼ | -2.5% | 5,341 | 0.5% | Medical |
KO Coca-Cola | $1,504,999 | $258,798 ▲ | 20.8% | 25,163 | 0.5% | Consumer Staples |
BUD Anheuser-Busch InBev SA/NV | $1,486,430 | $12,181 ▼ | -0.8% | 22,819 | 0.5% | Consumer Staples |
PEP PepsiCo | $1,477,394 | $7,144 ▲ | 0.5% | 8,893 | 0.5% | Consumer Staples |
USMV iShares MSCI USA Min Vol Factor ETF | $1,434,192 | $1,478,270 ▼ | -50.8% | 18,286 | 0.5% | ETF |
ASML ASML | $1,380,296 | $63,231 ▲ | 4.8% | 1,921 | 0.5% | Computer and Technology |
IQDG WisdomTree International Quality Dividend Growth Fund | $1,351,736 | $427,559 ▼ | -24.0% | 37,758 | 0.5% | Finance |
ACN Accenture | $1,339,685 | $27,142 ▼ | -2.0% | 3,850 | 0.5% | Business Services |
SHY iShares 1-3 Year Treasury Bond ETF | $1,337,230 | $266,312 ▼ | -16.6% | 16,274 | 0.5% | Manufacturing |
SUSL iShares ESG MSCI USA Leaders ETF | $1,312,564 | $32,710 ▼ | -2.4% | 15,449 | 0.5% | Manufacturing |
TJX TJX Companies | $1,301,496 | $83,534 ▼ | -6.0% | 13,664 | 0.5% | Retail/Wholesale |
GILD Gilead Sciences | $1,298,795 | $21,689 ▲ | 1.7% | 15,210 | 0.5% | Medical |
EMXC iShares MSCI Emerging Markets ex China ETF | $1,254,625 | $357,008 ▲ | 39.8% | 23,131 | 0.5% | Manufacturing |
HIG The Hartford Financial Services Group | $1,217,096 | $177,419 ▼ | -12.7% | 14,701 | 0.4% | Finance |
MET MetLife | $1,208,592 | $11,781 ▼ | -1.0% | 17,440 | 0.4% | Finance |
VYMI Vanguard International High Dividend Yield ETF | $1,205,999 | $113,408 ▲ | 10.4% | 18,312 | 0.4% | ETF |
DIS Walt Disney | $1,202,208 | $114,496 ▲ | 10.5% | 13,440 | 0.4% | Consumer Discretionary |
FTSL First Trust Senior Loan ETF | $1,197,367 | $35,328 ▼ | -2.9% | 25,962 | 0.4% | Manufacturing |
FITB Fifth Third Bancorp | $1,188,559 | $28,263 ▼ | -2.3% | 34,105 | 0.4% | Finance |
TLH iShares 10-20 Year Treasury Bond ETF | $1,160,930 | $457,359 ▲ | 65.0% | 10,892 | 0.4% | ETF |
NXPI NXP Semiconductors | $1,158,119 | $106,591 ▲ | 10.1% | 5,476 | 0.4% | Computer and Technology |
CVX Chevron | $1,148,977 | $37,045 ▲ | 3.3% | 7,909 | 0.4% | Oils/Energy |
ROP Roper Technologies | $1,133,480 | $11,713 ▲ | 1.0% | 2,129 | 0.4% | Computer and Technology |
ARCC Ares Capital | $1,131,563 | $14,616 ▼ | -1.3% | 55,742 | 0.4% | Finance |
DUK Duke Energy | $1,123,540 | $101,133 ▼ | -8.3% | 11,565 | 0.4% | Utilities |
AEP American Electric Power | $1,114,746 | $157,825 ▼ | -12.4% | 13,865 | 0.4% | Utilities |
MRK Merck & Co., Inc. | $1,102,583 | $48,438 ▼ | -4.2% | 9,310 | 0.4% | Medical |
VYM Vanguard High Dividend Yield ETF | $1,098,112 | $26,055 ▼ | -2.3% | 9,862 | 0.4% | ETF |
VZ Verizon Communications | $1,090,080 | $64,165 ▲ | 6.3% | 28,762 | 0.4% | Computer and Technology |
WMB Williams Companies | $1,055,684 | $22,503 ▼ | -2.1% | 30,353 | 0.4% | Oils/Energy |
CINF Cincinnati Financial | $1,038,959 | $4,872 ▲ | 0.5% | 9,596 | 0.4% | Finance |
LMT Lockheed Martin | $1,022,714 | $22,203 ▼ | -2.1% | 2,257 | 0.4% | Aerospace |
PG Procter & Gamble | $1,011,165 | $193,262 ▼ | -16.0% | 6,718 | 0.4% | Consumer Staples |
WMT Walmart | $1,000,171 | $257,615 ▼ | -20.5% | 6,208 | 0.4% | Retail/Wholesale |
ABBV AbbVie | $997,819 | $368,040 ▲ | 58.4% | 6,092 | 0.4% | Medical |
T AT&T | $989,884 | $100,074 ▼ | -9.2% | 60,991 | 0.4% | Computer and Technology |
PWR Quanta Services | $987,649 | $74,914 ▲ | 8.2% | 4,878 | 0.4% | Construction |
SCHG Schwab U.S. Large-Cap Growth ETF | $982,619 | $448,705 ▼ | -31.3% | 11,751 | 0.4% | ETF |
IP International Paper | $979,311 | $23,827 ▲ | 2.5% | 25,894 | 0.4% | Basic Materials |
DON WisdomTree U.S. MidCap Dividend Fund | $963,424 | $32,862 ▼ | -3.3% | 21,343 | 0.3% | Finance |
MPC Marathon Petroleum | $956,425 | $100,537 ▼ | -9.5% | 6,155 | 0.3% | Oils/Energy |
IVLU iShares MSCI Intl Value Factor ETF | $950,477 | $17,344 ▼ | -1.8% | 35,840 | 0.3% | ETF |
SCHI Schwab 5-10 Year Corporate Bond ETF | $941,981 | $74,607 ▲ | 8.6% | 21,022 | 0.3% | ETF |
ETR Entergy | $941,904 | $19,982 ▲ | 2.2% | 9,192 | 0.3% | Utilities |
SBUX Starbucks | $928,099 | $288,393 ▼ | -23.7% | 9,986 | 0.3% | Retail/Wholesale |
GIS General Mills | $910,713 | $3,153 ▼ | -0.3% | 14,442 | 0.3% | Consumer Staples |
IBM International Business Machines | $910,528 | $38,270 ▲ | 4.4% | 5,615 | 0.3% | Computer and Technology |
NEE NextEra Energy | $897,563 | $184,832 ▲ | 25.9% | 14,782 | 0.3% | Utilities |
WFHY WisdomTree U.S. High Yield Corporate Bond Fund | $894,916 | $27,421 ▲ | 3.2% | 19,712 | 0.3% | Finance |
AMGN Amgen | $886,568 | $154,581 ▲ | 21.1% | 2,925 | 0.3% | Medical |
USB U.S. Bancorp | $880,679 | $79,217 ▲ | 9.9% | 20,567 | 0.3% | Finance |
ZTS Zoetis | $879,687 | $23,999 ▼ | -2.7% | 4,472 | 0.3% | Medical |
LYB LyondellBasell Industries | $855,137 | $9,471 ▼ | -1.1% | 9,029 | 0.3% | Basic Materials |
VTI Vanguard Total Stock Market ETF | $851,728 | $237 ▲ | 0.0% | 3,593 | 0.3% | ETF |
CFG Citizens Financial Group | $847,567 | $3,620 ▲ | 0.4% | 25,991 | 0.3% | Finance |
EMR Emerson Electric | $825,898 | $8,816 ▲ | 1.1% | 8,712 | 0.3% | Industrial Products |
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund | $824,466 | $338,173 ▲ | 69.5% | 18,029 | 0.3% | Manufacturing |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $804,392 | $116,776 ▼ | -12.7% | 15,671 | 0.3% | Manufacturing |
SDY SPDR S&P Dividend ETF | $782,517 | $38,611 ▼ | -4.7% | 6,303 | 0.3% | ETF |
VRTX Vertex Pharmaceuticals | $781,455 | $254,607 ▲ | 48.3% | 1,817 | 0.3% | Medical |
EOG EOG Resources | $777,265 | $18,627 ▲ | 2.5% | 6,760 | 0.3% | Oils/Energy |
SRE Sempra | $768,756 | $4,490 ▲ | 0.6% | 10,272 | 0.3% | Utilities |
O Realty Income | $753,500 | $711 ▲ | 0.1% | 12,713 | 0.3% | Finance |
IEV iShares Europe ETF | $750,252 | $82,979 ▼ | -10.0% | 14,403 | 0.3% | ETF |
SON Sonoco Products | $744,610 | | 0.0% | 12,952 | 0.3% | Industrial Products |
TSLA Tesla | $742,782 | $461,484 ▲ | 164.1% | 3,269 | 0.3% | Auto/Tires/Trucks |
VOE Vanguard Mid-Cap Value ETF | $741,827 | $51,869 ▲ | 7.5% | 5,163 | 0.3% | ETF |
CSCO Cisco Systems | $737,534 | $34,904 ▲ | 5.0% | 14,622 | 0.3% | Computer and Technology |
SPGI S&P Global | $732,479 | $13,460 ▲ | 1.9% | 1,687 | 0.3% | Business Services |
WTMF WisdomTree Managed Futures Strategy Fund | $726,677 | $13,922 ▲ | 2.0% | 20,774 | 0.3% | Finance |
PM Philip Morris International | $726,090 | $2,379 ▼ | -0.3% | 7,631 | 0.3% | Consumer Staples |
IWS iShares Russell Mid-Cap Value ETF | $724,380 | $66,342 ▲ | 10.1% | 6,322 | 0.3% | ETF |
NOC Northrop Grumman | $718,302 | $4,206 ▲ | 0.6% | 1,537 | 0.3% | Aerospace |
PKST Peakstone Realty Trust | $714,550 | $3,735 ▲ | 0.5% | 44,382 | 0.3% | Finance |
PFFD Global X U.S. Preferred ETF | $699,839 | $18,110 ▼ | -2.5% | 35,706 | 0.3% | ETF |
MO Altria Group | $690,893 | $24,752 ▲ | 3.7% | 16,608 | 0.2% | Consumer Staples |
AWK American Water Works | $690,006 | $16,178 ▲ | 2.4% | 5,246 | 0.2% | Utilities |
FE FirstEnergy | $688,732 | $16,767 ▲ | 2.5% | 18,115 | 0.2% | Utilities |
D Dominion Energy | $682,356 | $79,759 ▼ | -10.5% | 14,484 | 0.2% | Utilities |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $682,111 | $66,293 ▼ | -8.9% | 8,427 | 0.2% | ETF |
GPC Genuine Parts | $666,956 | $45,682 ▼ | -6.4% | 4,818 | 0.2% | Auto/Tires/Trucks |
NKE NIKE | $660,710 | $33,994 ▼ | -4.9% | 6,239 | 0.2% | Consumer Discretionary |
IPG Interpublic Group of Companies | $659,458 | $9,263 ▼ | -1.4% | 20,291 | 0.2% | Business Services |
SCHX Schwab US Large-Cap ETF | $647,314 | $2,371 ▲ | 0.4% | 11,465 | 0.2% | ETF |
DLS WisdomTree International SmallCap Dividend Fund | $638,157 | $407,540 ▲ | 176.7% | 10,150 | 0.2% | Finance |
MTGP WisdomTree Mortgage Plus Bond Fund | $632,651 | $217,512 ▲ | 52.4% | 14,444 | 0.2% | Finance |
ES Eversource Energy | $627,120 | $21,648 ▼ | -3.3% | 10,979 | 0.2% | Utilities |
EQIX Equinix | $624,811 | $6,408 ▲ | 1.0% | 780 | 0.2% | Finance |
CRM Salesforce | $624,717 | $624,717 ▲ | New Holding | 2,302 | 0.2% | Computer and Technology |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | $619,700 | $18,183 ▼ | -2.9% | 12,712 | 0.2% | Finance |
DEM WisdomTree Emerging Markets High Dividend Fund | $613,570 | $106,404 ▲ | 21.0% | 15,529 | 0.2% | Finance |
VEA Vanguard FTSE Developed Markets ETF | $612,455 | $73,565 ▲ | 13.7% | 12,921 | 0.2% | ETF |
LINDE PLC
| $598,385 | $84,034 ▲ | 16.3% | 1,474 | 0.2% | SHS |
CME CME Group | $594,503 | $13,748 ▼ | -2.3% | 3,027 | 0.2% | Finance |
TIP iShares TIPS Bond ETF | $574,134 | $59,678 ▲ | 11.6% | 5,349 | 0.2% | ETF |
NI NiSource | $567,736 | $29,601 ▲ | 5.5% | 21,424 | 0.2% | Utilities |
PLD Prologis | $557,191 | $11,819 ▼ | -2.1% | 4,243 | 0.2% | Finance |
SPDW SPDR Portfolio Developed World ex-US ETF | $534,081 | $5,724 ▲ | 1.1% | 15,862 | 0.2% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $530,983 | $163,824 ▼ | -23.6% | 5,053 | 0.2% | ETF |
PH Parker-Hannifin | $530,185 | $173,490 ▲ | 48.6% | 1,146 | 0.2% | Industrial Products |
F Ford Motor | $519,596 | $5,761 ▲ | 1.1% | 44,372 | 0.2% | Auto/Tires/Trucks |
IXC iShares Global Energy ETF | $518,520 | $53,463 ▲ | 11.5% | 13,549 | 0.2% | ETF |
QGRW WisdomTree U.S. Quality Growth Fund | $510,549 | $510,549 ▲ | New Holding | 13,919 | 0.2% | ETF |
USMF WisdomTree U.S. Multifactor Fund | $501,683 | $910,789 ▼ | -64.5% | 11,819 | 0.2% | Finance |
AMT American Tower | $498,775 | $159,475 ▲ | 47.0% | 2,402 | 0.2% | Finance |
IFRA iShares U.S. Infrastructure ETF | $478,412 | $27,274 ▲ | 6.0% | 12,261 | 0.2% | ETF |
IEFA iShares Core MSCI EAFE ETF | $469,280 | $30,407 ▼ | -6.1% | 6,729 | 0.2% | ETF |
IWM iShares Russell 2000 ETF | $466,262 | $466,262 ▲ | New Holding | 2,409 | 0.2% | Finance |
TFI SPDR Nuveen Barclays Municipal Bond ETF | $465,552 | $3,808 ▲ | 0.8% | 9,903 | 0.2% | Finance |
ABT Abbott Laboratories | $464,556 | $464,556 ▲ | New Holding | 4,093 | 0.2% | Medical |
PEG Public Service Enterprise Group | $451,119 | $113,383 ▲ | 33.6% | 7,480 | 0.2% | Utilities |
PFF iShares Preferred and Income Securities ETF | $450,498 | $39,387 ▼ | -8.0% | 14,297 | 0.2% | ETF |
XOM Exxon Mobil | $448,434 | $18,154 ▲ | 4.2% | 4,545 | 0.2% | Oils/Energy |
NNN NNN REIT | $431,629 | $8,630 ▼ | -2.0% | 10,003 | 0.2% | Finance |
C Citigroup | $430,285 | $20,259 ▲ | 4.9% | 8,262 | 0.2% | Finance |
BND Vanguard Total Bond Market ETF | $422,266 | $95,376 ▼ | -18.4% | 5,760 | 0.2% | ETF |
PFG Principal Financial Group | $410,091 | $41,854 ▲ | 11.4% | 5,193 | 0.1% | Finance |
UNM Unum Group | $396,478 | $3,168 ▼ | -0.8% | 8,760 | 0.1% | Finance |
PFE Pfizer | $396,066 | $14,399 ▲ | 3.8% | 13,946 | 0.1% | Medical |
HPQ HP | $393,000 | | 0.0% | 13,100 | 0.1% | Computer and Technology |
FNF Fidelity National Financial | $392,176 | $109,285 ▲ | 38.6% | 7,902 | 0.1% | Finance |
SHW Sherwin-Williams | $390,810 | $89,226 ▲ | 29.6% | 1,314 | 0.1% | Construction |
DTE DTE Energy | $382,391 | $55,090 ▲ | 16.8% | 3,540 | 0.1% | Utilities |
TFC Truist Financial | $371,309 | $371,309 ▲ | New Holding | 9,944 | 0.1% | Finance |
JNJ Johnson & Johnson | $358,078 | $10,797 ▲ | 3.1% | 2,222 | 0.1% | Medical |
BEN Franklin Resources | $355,478 | $18,691 ▲ | 5.5% | 12,343 | 0.1% | Finance |
RESP WisdomTree U.S. ESG Fund | $339,857 | $70,649 ▼ | -17.2% | 6,879 | 0.1% | Finance |
AOA iShares Core Aggressive Allocation ETF | $339,542 | $25,421 ▲ | 8.1% | 4,942 | 0.1% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $338,666 | $11,851 ▼ | -3.4% | 4,858 | 0.1% | ETF |
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | $338,608 | $391,500 ▼ | -53.6% | 12,106 | 0.1% | Finance |
WEN Wendy's | $335,107 | $9,953 ▼ | -2.9% | 17,238 | 0.1% | Retail/Wholesale |
RF Regions Financial | $327,946 | $59,795 ▲ | 22.3% | 17,660 | 0.1% | Finance |
FTNT Fortinet | $321,210 | $109,560 ▼ | -25.4% | 5,160 | 0.1% | Computer and Technology |
SNPS Synopsys | $314,528 | $15,951 ▼ | -4.8% | 631 | 0.1% | Computer and Technology |
MMC Marsh & McLennan Companies | $310,312 | $310,312 ▲ | New Holding | 1,609 | 0.1% | Finance |
GOVT iShares U.S. Treasury Bond ETF | $309,583 | $167,458 ▼ | -35.1% | 13,492 | 0.1% | ETF |
SCHD Schwab US Dividend Equity ETF | $309,564 | $309,564 ▲ | New Holding | 4,070 | 0.1% | ETF |
USHY iShares Broad USD High Yield Corporate Bond ETF | $303,045 | | 0.0% | 8,314 | 0.1% | ETF |
VOO Vanguard S&P 500 ETF | $298,573 | $7,442 ▼ | -2.4% | 682 | 0.1% | ETF |
WEC WEC Energy Group | $290,705 | $290,705 ▲ | New Holding | 3,540 | 0.1% | Utilities |
DVY iShares Select Dividend ETF | $284,861 | | 0.0% | 2,446 | 0.1% | ETF |
CSX CSX | $261,626 | $261,626 ▲ | New Holding | 7,568 | 0.1% | Transportation |
SLB Schlumberger | $254,102 | $254,102 ▲ | New Holding | 5,207 | 0.1% | Oils/Energy |
LCTU BlackRock U.S. Carbon Transition Readiness ETF | $253,991 | $253,991 ▲ | New Holding | 4,841 | 0.1% | ETF |
NFLX Netflix | $243,654 | $4,922 ▼ | -2.0% | 495 | 0.1% | Consumer Discretionary |
WHR Whirlpool | $243,248 | $6,018 ▼ | -2.4% | 2,021 | 0.1% | Consumer Discretionary |
PCAR PACCAR | $239,498 | $239,498 ▲ | New Holding | 2,532 | 0.1% | Auto/Tires/Trucks |
IEI iShares 3-7 Year Treasury Bond ETF | $233,702 | $233,702 ▲ | New Holding | 1,996 | 0.1% | ETF |
COP ConocoPhillips | $227,772 | $21,201 ▼ | -8.5% | 2,052 | 0.1% | Oils/Energy |
RESD WisdomTree International ESG Fund | $227,738 | $45,348 ▼ | -16.6% | 7,749 | 0.1% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $221,210 | $221,210 ▲ | New Holding | 5,500 | 0.1% | ETF |
DSI iShares MSCI KLD 400 Social ETF | $217,909 | $24,852 ▼ | -10.2% | 2,385 | 0.1% | ETF |
BX Blackstone | $217,535 | $217,535 ▲ | New Holding | 1,814 | 0.1% | Finance |
SUSC iShares ESG Aware USD Corporate Bond ETF | $216,932 | $216,932 ▲ | New Holding | 9,369 | 0.1% | Manufacturing |
HYD VanEck High Yield Muni ETF | $214,471 | $28,345 ▼ | -11.7% | 4,154 | 0.1% | ETF |
AJG Arthur J. Gallagher & Co. | $200,680 | $17,864 ▼ | -8.2% | 865 | 0.1% | Finance |
PXD Pioneer Natural Resources | $200,316 | $2,204 ▼ | -1.1% | 909 | 0.1% | Oils/Energy |
JOBY Joby Aviation | $103,010 | | 0.0% | 17,197 | 0.0% | Transportation |
DNA Ginkgo Bioworks | $33,500 | | 0.0% | 25,000 | 0.0% | Medical |
BDX Becton, Dickinson and Company | $0 | $852,259 ▼ | -100.0% | 0 | 0.0% | Medical |
CMCSA Comcast | $0 | $754,285 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
EW Edwards Lifesciences | $0 | $590,772 ▼ | -100.0% | 0 | 0.0% | Medical |
EPS WisdomTree U.S. LargeCap Fund | $0 | $461,151 ▼ | -100.0% | 0 | 0.0% | Finance |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $0 | $415,672 ▼ | -100.0% | 0 | 0.0% | ETF |
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF | $0 | $310,979 ▼ | -100.0% | 0 | 0.0% | Finance |
LDEM iShares ESG MSCI EM Leaders ETF | $0 | $266,381 ▼ | -100.0% | 0 | 0.0% | Manufacturing |
MAA Mid-America Apartment Communities | $0 | $265,989 ▼ | -100.0% | 0 | 0.0% | Finance |
AGR Avangrid | $0 | $242,060 ▼ | -100.0% | 0 | 0.0% | Utilities |
SUSA iShares MSCI USA ESG Select ETF | $0 | $210,916 ▼ | -100.0% | 0 | 0.0% | ETF |
PACB Pacific Biosciences of California | $0 | $74,400 ▼ | -100.0% | 0 | 0.0% | Medical |
