VTI Vanguard Total Stock Market ETF | $91,105,580 | $89,181 â–¼ | -0.1% | 246,202 | 17.6% | ETF |
VYM Vanguard High Dividend Yield ETF | $51,063,573 | $696,739 â–¼ | -1.3% | 323,133 | 9.9% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $47,231,085 | $5,274,237 â–² | 12.6% | 662,889 | 9.1% | ETF |
SCHF Schwab International Equity ETF | $43,908,812 | $3,181,671 â–² | 7.8% | 1,585,159 | 8.5% | ETF |
VOO Vanguard S&P 500 ETF | $32,798,417 | $115,386 â–² | 0.4% | 47,754 | 6.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $13,137,328 | $247,382 â–¼ | -1.8% | 88,580 | 2.5% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $11,828,793 | $1,115,426 â–² | 10.4% | 55,590 | 2.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $11,768,500 | $11,768,500 â–² | New Holding | 15,759 | 2.3% | ETF |
VO Vanguard Mid-Cap ETF | $9,627,723 | $7,062,694 â–² | 275.3% | 119,495 | 1.9% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $7,209,366 | $1,424,106 â–¼ | -16.5% | 23,535 | 1.4% | ETF |
AVGO Broadcom | $5,601,279 | $266,314 â–¼ | -4.5% | 14,828 | 1.1% | Technology |
NVDA NVIDIA | $5,486,738 | $237,310 â–¼ | -4.1% | 27,421 | 1.1% | Technology |
AAPL Apple | $5,383,545 | $47,744 â–² | 0.9% | 18,605 | 1.0% | Technology |
IWM iShares Russell 2000 ETF | $5,227,303 | $6,910 â–² | 0.1% | 17,398 | 1.0% | ETF |
AMD Advanced Micro Devices | $5,017,321 | $26,141 â–¼ | -0.5% | 8,637 | 1.0% | Technology |
MSFT Microsoft | $5,011,525 | $458,069 â–² | 10.1% | 13,435 | 1.0% | Technology |
IEFA iShares Core MSCI EAFE ETF | $4,913,632 | $1,861,300 â–² | 61.0% | 50,876 | 0.9% | ETF |
VTWO Vanguard Russell 2000 ETF | $4,620,268 | $4,857 â–² | 0.1% | 38,052 | 0.9% | ETF |
GOOGL Alphabet | $4,580,898 | $215,841 â–¼ | -4.5% | 12,819 | 0.9% | Communication Services |
IDV iShares International Select Dividend ETF | $4,349,129 | $219,165 â–¼ | -4.8% | 104,975 | 0.8% | ETF |
DVY iShares Select Dividend ETF | $3,628,800 | $29,229 â–² | 0.8% | 23,216 | 0.7% | ETF |
AMZN Amazon.com | $3,558,181 | $224,040 â–² | 6.7% | 14,929 | 0.7% | Consumer Discretionary |
IVV iShares Core S&P 500 ETF | $3,405,545 | $326,549 â–² | 10.6% | 4,547 | 0.7% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $3,324,296 | $18,788 â–¼ | -0.6% | 26,010 | 0.6% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $3,108,795 | $63,844 â–² | 2.1% | 40,318 | 0.6% | ETF |
VB Vanguard Small-Cap ETF | $2,873,566 | $35,768 â–² | 1.3% | 9,480 | 0.6% | ETF |
IVW iShares S&P 500 Growth ETF | $2,782,782 | | 0.0% | 20,234 | 0.5% | ETF |
IVE iShares S&P 500 Value ETF | $2,731,533 | $120,342 â–¼ | -4.2% | 12,030 | 0.5% | ETF |
SCHB Schwab US Broad Market ETF | $2,644,213 | $7,066 â–² | 0.3% | 91,306 | 0.5% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $2,553,958 | | 0.0% | 17,288 | 0.5% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $2,540,822 | $42,300 â–¼ | -1.6% | 21,624 | 0.5% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $2,514,808 | $2,249,184 â–² | 846.8% | 15,309 | 0.5% | ETF |
GS The Goldman Sachs Group | $2,486,958 | $7,080 â–¼ | -0.3% | 2,459 | 0.5% | Finance |
VEU Vanguard FTSE All-World ex-US ETF | $2,334,643 | | 0.0% | 27,876 | 0.5% | ETF |
VTHR Vanguard Russell 3000 ETF | $2,106,738 | $532,898 â–² | 33.9% | 6,357 | 0.4% | ETF |
META Meta Platforms | $2,067,276 | $106,462 â–¼ | -4.9% | 3,670 | 0.4% | Communication Services |
CAT Caterpillar | $1,987,368 | $10,650 â–¼ | -0.5% | 1,866 | 0.4% | Industrials |
SPYX SPDR S&P Fossil Fuel Reserves Free ETF | $1,820,574 | $86,639 â–² | 5.0% | 29,797 | 0.4% | ETF |
NFLX Netflix | $1,725,738 | $1,725,738 â–² | New Holding | 24,170 | 0.3% | Communication Services |
VUG Vanguard Growth ETF | $1,708,819 | $1,421,030 â–² | 493.8% | 19,838 | 0.3% | ETF |
EFV iShares MSCI EAFE Value ETF | $1,668,414 | $38,122 â–¼ | -2.2% | 21,795 | 0.3% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $1,593,672 | $2,324 â–² | 0.1% | 11,660 | 0.3% | ETF |
MCD McDonald's | $1,592,237 | $34,061 â–¼ | -2.1% | 5,890 | 0.3% | Consumer Discretionary |
MS Morgan Stanley | $1,569,054 | $83,407 â–¼ | -5.0% | 7,506 | 0.3% | Finance |
HDV iShares Core High Dividend ETF | $1,515,111 | $1,223,826 â–² | 420.1% | 55,276 | 0.3% | ETF |
APAM Artisan Partners Asset Management | $1,480,579 | | 0.0% | 42,878 | 0.3% | Finance |
VTV Vanguard Value ETF | $1,430,482 | $1,090 â–¼ | -0.1% | 6,564 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $1,404,575 | $1,404,575 â–² | New Holding | 4,291 | 0.3% | Finance |
BRK.B Berkshire Hathaway | $1,394,586 | $36,028 â–² | 2.7% | 2,787 | 0.3% | Finance |
GOOG Alphabet | $1,389,999 | $75,259 â–² | 5.7% | 3,934 | 0.3% | Communication Services |
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF | $1,361,961 | $1,061,612 â–² | 353.5% | 32,708 | 0.3% | ETF |
V Visa | $1,320,292 | $47,692 â–¼ | -3.5% | 3,848 | 0.3% | Finance |
IBM International Business Machines | $1,312,112 | $47,524 â–¼ | -3.5% | 4,666 | 0.3% | Technology |
CLSE Convergence Long/Short Equity ETF | $1,253,624 | | 0.0% | 36,725 | 0.2% | ETF |
IWR iShares Russell Mid-Cap ETF | $1,188,039 | $22,616 â–² | 1.9% | 10,769 | 0.2% | ETF |
BAC Bank of America | $1,169,002 | $61,937 â–¼ | -5.0% | 20,516 | 0.2% | Finance |
ABBV AbbVie | $1,161,320 | $52,844 â–¼ | -4.4% | 4,615 | 0.2% | Healthcare |
DLN WisdomTree U.S. LargeCap Dividend Fund | $1,126,944 | | 0.0% | 11,700 | 0.2% | ETF |
CVX Chevron | $1,113,906 | $1,113,906 â–² | New Holding | 6,720 | 0.2% | Energy |
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | $1,015,207 | $1,015,207 â–² | New Holding | 15,114 | 0.2% | ETF |
LLY Eli Lilly and Company | $1,009,920 | $16,792 â–¼ | -1.6% | 842 | 0.2% | Healthcare |
IWF iShares Russell 1000 Growth ETF | $1,008,819 | $725,197 â–² | 255.7% | 8,124 | 0.2% | ETF |
NZF Nuveen Municipal Credit Income Fund | $1,003,153 | $1,003,153 â–² | New Holding | 79,113 | 0.2% | Finance |
VSGX Vanguard ESG International Stock ETF | $958,190 | $129,274 â–² | 15.6% | 11,637 | 0.2% | ETF |
HD Home Depot | $929,313 | $40,558 â–¼ | -4.2% | 2,635 | 0.2% | Consumer Discretionary |
VZ Verizon Communications | $887,616 | $12,871 â–² | 1.5% | 20,964 | 0.2% | Communication Services |
EFA iShares MSCI EAFE ETF | $878,513 | | 0.0% | 8,457 | 0.2% | ETF |
MUB iShares National Muni Bond ETF | $859,860 | $45,092 â–² | 5.5% | 7,990 | 0.2% | ETF |
BSV Vanguard Short-Term Bond ETF | $854,641 | $5,844 â–² | 0.7% | 10,969 | 0.2% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $840,670 | | 0.0% | 4,707 | 0.2% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $785,226 | | 0.0% | 7,800 | 0.2% | ETF |
DFUV Dimensional US Marketwide Value ETF | $773,275 | $92,307 â–¼ | -10.7% | 14,057 | 0.1% | ETF |
BRC Brady | $766,990 | | 0.0% | 8,376 | 0.1% | Industrials |
T AT&T | $765,566 | $25,647 â–¼ | -3.2% | 36,984 | 0.1% | Communication Services |
ACWX iShares MSCI ACWI ex U.S. ETF | $759,580 | | 0.0% | 9,980 | 0.1% | ETF |
IGF iShares Global Infrastructure ETF | $753,912 | | 0.0% | 11,320 | 0.1% | ETF |
SCHK Schwab 1000 Index ETF | $741,141 | $741,141 â–² | New Holding | 20,553 | 0.1% | ETF |
LOW Lowe's Companies | $733,792 | | 0.0% | 3,328 | 0.1% | Consumer Discretionary |
MMM 3M | $722,290 | | 0.0% | 4,461 | 0.1% | Industrials |
IWX iShares Russell Top 200 Value ETF | $698,157 | $698,157 â–² | New Holding | 6,639 | 0.1% | ETF |
JNJ Johnson & Johnson | $696,132 | $125,715 â–¼ | -15.3% | 2,741 | 0.1% | Healthcare |
VONE Vanguard Russell 1000 ETF | $691,052 | $635,836 â–² | 1,151.5% | 2,040 | 0.1% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $683,627 | $683,627 â–² | New Holding | 8,913 | 0.1% | ETF |
ONB Old National Bancorp | $679,720 | | 0.0% | 26,244 | 0.1% | Finance |
AMLP Alerian MLP ETF | $673,004 | $98,099 â–² | 17.1% | 12,980 | 0.1% | ETF |
MRK Merck & Co., Inc. | $626,052 | $20,303 â–¼ | -3.1% | 4,872 | 0.1% | Healthcare |
MCK McKesson | $621,859 | | 0.0% | 823 | 0.1% | Healthcare |
PFE Pfizer | $611,632 | $289 â–¼ | 0.0% | 25,400 | 0.1% | Healthcare |
IWD iShares Russell 1000 Value ETF | $604,741 | $15,997 â–¼ | -2.6% | 2,495 | 0.1% | ETF |
FITB Fifth Third Bancorp | $602,764 | | 0.0% | 10,693 | 0.1% | Finance |
BKLN Invesco Senior Loan ETF | $592,459 | $1,894 â–² | 0.3% | 29,085 | 0.1% | ETF |
Impax Global Infrastructure ETF
| $582,507 | $582,507 â–² | New Holding | 22,354 | 0.1% | ETF |
GE GE Aerospace | $577,040 | $4,111 â–¼ | -0.7% | 1,544 | 0.1% | Industrials |
MSI Motorola Solutions | $558,151 | $83,889 â–¼ | -13.1% | 1,344 | 0.1% | Technology |
IBRX ImmunityBio | $543,309 | $543,309 â–² | New Holding | 62,057 | 0.1% | Healthcare |
VIG Vanguard Dividend Appreciation ETF | $542,901 | $237 â–² | 0.0% | 2,294 | 0.1% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $538,934 | $87,603 â–¼ | -14.0% | 5,586 | 0.1% | ETF |
ISRG Intuitive Surgical | $528,119 | $82,717 â–¼ | -13.5% | 1,328 | 0.1% | Healthcare |
KYN Kayne Anderson Energy Infrastructure Fund | $527,560 | | 0.0% | 38,146 | 0.1% | Finance |
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF | $518,853 | $7,793 â–² | 1.5% | 9,587 | 0.1% | ETF |
