SCHM Schwab U.S. Mid-Cap ETF | $13,189,775 | $9,283 ▲ | 0.1% | 161,977 | 5.4% | ETF |
IYR iShares U.S. Real Estate ETF | $13,106,657 | $643,142 ▲ | 5.2% | 145,792 | 5.4% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $11,385,613 | $332,839 ▲ | 3.0% | 240,000 | 4.7% | Manufacturing |
IJR iShares Core S&P Small-Cap ETF | $11,369,027 | $384,829 ▲ | 3.5% | 102,869 | 4.7% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $10,984,155 | $782,148 ▲ | 7.7% | 112,152 | 4.5% | Finance |
IVV iShares Core S&P 500 ETF | $10,424,210 | $203,984 ▲ | 2.0% | 19,828 | 4.3% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $9,467,275 | $7,619,144 ▲ | 412.3% | 155,866 | 3.9% | ETF |
IWB iShares Russell 1000 ETF | $9,021,891 | $324,607 ▼ | -3.5% | 31,323 | 3.7% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $8,179,998 | $282,359 ▲ | 3.6% | 69,152 | 3.3% | ETF |
IEFA iShares Core MSCI EAFE ETF | $7,491,693 | $143,245 ▼ | -1.9% | 100,939 | 3.1% | ETF |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $7,137,638 | $142,324 ▲ | 2.0% | 91,826 | 2.9% | ETF |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $7,018,275 | $148,134 ▲ | 2.2% | 78,268 | 2.9% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $6,981,419 | $192,269 ▲ | 2.8% | 110,239 | 2.9% | ETF |
DVY iShares Select Dividend ETF | $6,686,831 | $73,539 ▼ | -1.1% | 54,285 | 2.7% | ETF |
VNQ Vanguard Real Estate Index Fund ETF Shares | $6,590,879 | $12,540 ▼ | -0.2% | 76,213 | 2.7% | ETF |
SCHX Schwab US Large-Cap ETF | $5,990,212 | $158,129 ▲ | 2.7% | 96,523 | 2.5% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $5,756,503 | $221,313 ▲ | 4.0% | 111,560 | 2.4% | ETF |
SCHH Schwab U.S. REIT ETF | $5,631,931 | $162,806 ▲ | 3.0% | 277,435 | 2.3% | ETF |
BNDX Vanguard Total International Bond ETF | $4,974,055 | $174,772 ▲ | 3.6% | 101,119 | 2.0% | ETF |
SPY SPDR S&P 500 ETF Trust | $4,445,002 | $24,061 ▼ | -0.5% | 8,498 | 1.8% | Finance |
EFG iShares MSCI EAFE Growth ETF | $4,230,046 | $55,943 ▼ | -1.3% | 40,756 | 1.7% | ETF |
QQQ Invesco QQQ | $4,006,606 | $233,097 ▲ | 6.2% | 9,024 | 1.6% | Finance |
CMF iShares California Muni Bond ETF | $3,509,789 | $162,667 ▲ | 4.9% | 60,997 | 1.4% | ETF |
AFRM Affirm | $3,486,344 | $615,833 ▲ | 21.5% | 93,568 | 1.4% | Business Services |
EEMS iShares MSCI Emerging Markets Small-Cap ETF | $3,337,717 | $154,598 ▲ | 4.9% | 56,716 | 1.4% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $3,260,875 | $105,822 ▲ | 3.4% | 129,144 | 1.3% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $3,012,853 | $74,198 ▲ | 2.5% | 65,497 | 1.2% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $2,876,363 | $5,365 ▲ | 0.2% | 61,121 | 1.2% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $2,678,456 | $8,064 ▲ | 0.3% | 25,575 | 1.1% | ETF |
PHB Invesco Fundamental High Yield Corporate Bond ETF | $2,637,332 | $76,255 ▲ | 3.0% | 145,468 | 1.1% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $2,634,830 | $1,055 ▲ | 0.0% | 22,480 | 1.1% | Manufacturing |
SCHF Schwab International Equity ETF | $2,532,851 | $30,123 ▼ | -1.2% | 64,912 | 1.0% | ETF |
PCY Invesco Emerging Markets Sovereign Debt ETF | $2,476,825 | $24,347 ▲ | 1.0% | 121,057 | 1.0% | ETF |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $2,173,225 | $238,319 ▲ | 12.3% | 53,966 | 0.9% | ETF |
SUSL iShares ESG MSCI USA Leaders ETF | $1,968,630 | $248,988 ▼ | -11.2% | 20,976 | 0.8% | Manufacturing |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $1,754,035 | $91,628 ▼ | -5.0% | 71,652 | 0.7% | Manufacturing |
MDYV SPDR S&P 400 Mid Cap Value ETF | $1,752,618 | $92,339 ▼ | -5.0% | 23,061 | 0.7% | ETF |
RWR SPDR Dow Jones REIT ETF | $1,627,088 | $108,950 ▼ | -6.3% | 17,264 | 0.7% | ETF |
TLT iShares 20+ Year Treasury Bond ETF | $1,596,053 | $290,200 ▲ | 22.2% | 16,868 | 0.7% | ETF |
PBP Invesco S&P 500 BuyWrite ETF | $1,456,707 | $4,091 ▼ | -0.3% | 64,800 | 0.6% | ETF |
AMZN Amazon.com | $1,375,217 | $180,019 ▼ | -11.6% | 7,624 | 0.6% | Retail/Wholesale |
SCHA Schwab US Small-Cap ETF | $1,374,586 | $52,687 ▼ | -3.7% | 27,916 | 0.6% | ETF |
AAPL Apple | $1,327,476 | $39,785 ▲ | 3.1% | 7,741 | 0.5% | Computer and Technology |
ESGE iShares ESG Aware MSCI EM ETF | $1,222,568 | $13,150 ▲ | 1.1% | 37,933 | 0.5% | Manufacturing |
VO Vanguard Mid-Cap ETF | $1,073,048 | $255,333 ▼ | -19.2% | 4,295 | 0.4% | ETF |
TFI SPDR Nuveen Barclays Municipal Bond ETF | $1,064,268 | $4,230 ▼ | -0.4% | 22,897 | 0.4% | Finance |
MSFT Microsoft | $1,033,382 | $421 ▲ | 0.0% | 2,456 | 0.4% | Computer and Technology |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $1,025,005 | $23,426 ▲ | 2.3% | 10,195 | 0.4% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $994,035 | $24,693 ▲ | 2.5% | 12,439 | 0.4% | Manufacturing |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $963,236 | $1,198 ▲ | 0.1% | 8,844 | 0.4% | Finance |
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF | $961,500 | $9,393 ▼ | -1.0% | 20,268 | 0.4% | Finance |
V Visa | $898,729 | $40,471 ▲ | 4.7% | 3,220 | 0.4% | Business Services |
MDY SPDR S&P MidCap 400 ETF Trust | $851,760 | $56,747 ▼ | -6.2% | 1,531 | 0.3% | ETF |
BGRN iShares USD Green Bond ETF | $745,904 | $65,972 ▲ | 9.7% | 15,908 | 0.3% | Manufacturing |
SCHW Charles Schwab | $668,639 | $1,085 ▼ | -0.2% | 9,243 | 0.3% | Finance |
EWX SPDR S&P Emerging Markets SmallCap ETF | $656,443 | $28,291 ▼ | -4.1% | 11,764 | 0.3% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $635,738 | $24,165 ▼ | -3.7% | 17,758 | 0.3% | ETF |
IBND SPDR Bloomberg International Corporate Bond ETF | $632,160 | $9,606 ▼ | -1.5% | 21,716 | 0.3% | ETF |
PWZ Invesco California AMT-Free Municipal Bond ETF | $606,390 | $249,450 ▼ | -29.1% | 24,382 | 0.2% | ETF |
ACN Accenture | $602,062 | $14,904 ▼ | -2.4% | 1,737 | 0.2% | Business Services |
IEI iShares 3-7 Year Treasury Bond ETF | $589,125 | $162,481 ▼ | -21.6% | 5,087 | 0.2% | ETF |
APH Amphenol | $501,585 | $461 ▲ | 0.1% | 4,348 | 0.2% | Computer and Technology |
BRK.B Berkshire Hathaway | $498,316 | $41,631 ▼ | -7.7% | 1,185 | 0.2% | Finance |
IWM iShares Russell 2000 ETF | $452,401 | $10,726 ▼ | -2.3% | 2,151 | 0.2% | Finance |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $436,484 | $97,937 ▼ | -18.3% | 8,459 | 0.2% | Manufacturing |
SCHD Schwab US Dividend Equity ETF | $377,530 | $2,822 ▲ | 0.8% | 4,682 | 0.2% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $350,168 | $4,265 ▼ | -1.2% | 3,777 | 0.1% | ETF |
SCHK Schwab 1000 Index ETF | $345,117 | $22,346 ▼ | -6.1% | 6,811 | 0.1% | ETF |
AMGN Amgen | $341,184 | | 0.0% | 1,200 | 0.1% | Medical |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $333,975 | $333,975 ▲ | New Holding | 7,849 | 0.1% | ETF |
GOOGL Alphabet | $329,027 | | 0.0% | 2,180 | 0.1% | Computer and Technology |
SBUX Starbucks | $319,865 | $10,327 ▼ | -3.1% | 3,500 | 0.1% | Retail/Wholesale |
PFF iShares Preferred and Income Securities ETF | $285,096 | $548 ▲ | 0.2% | 8,846 | 0.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $273,996 | $6,393 ▼ | -2.3% | 1,500 | 0.1% | ETF |
AXP American Express | $273,228 | | 0.0% | 1,200 | 0.1% | Finance |
VEU Vanguard FTSE All-World ex-US ETF | $271,653 | $821 ▲ | 0.3% | 4,632 | 0.1% | ETF |
QCOM QUALCOMM | $258,172 | | 0.0% | 1,525 | 0.1% | Computer and Technology |
XOM Exxon Mobil | $223,455 | $223,455 ▲ | New Holding | 1,922 | 0.1% | Oils/Energy |
GWX SPDR S&P International Small Cap ETF | $218,920 | $6,041 ▼ | -2.7% | 6,740 | 0.1% | ETF |
HYMB SPDR Nuveen Bloomberg High Yield Municipal Bond ETF | $203,259 | | 0.0% | 7,912 | 0.1% | ETF |
TSLA Tesla | $0 | $270,843 ▼ | -100.0% | 0 | 0.0% | Auto/Tires/Trucks |
SRE Sempra | $0 | $213,578 ▼ | -100.0% | 0 | 0.0% | Utilities |
