SPY SPDR S&P 500 ETF Trust | $78,379,784 | $612,907 ▼ | -0.8% | 126,859 | 9.2% | Finance |
IJH iShares Core S&P Mid-Cap ETF | $43,873,134 | $95,077 ▲ | 0.2% | 707,403 | 5.2% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $41,455,477 | $2,323,044 ▲ | 5.9% | 705,265 | 4.9% | ETF |
SPTS SPDR Portfolio Short Term Treasury ETF | $40,448,055 | $2,388,570 ▲ | 6.3% | 1,380,951 | 4.8% | ETF |
IVV iShares Core S&P 500 ETF | $39,519,544 | $614,068 ▼ | -1.5% | 63,649 | 4.7% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $38,625,311 | $632,190 ▼ | -1.6% | 68,185 | 4.5% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $37,193,566 | $255,389 ▼ | -0.7% | 621,862 | 4.4% | ETF |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $36,672,918 | $192,845 ▼ | -0.5% | 1,274,693 | 4.3% | ETF |
IEFA iShares Core MSCI EAFE ETF | $26,553,444 | $1,025,470 ▲ | 4.0% | 318,081 | 3.1% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $21,907,569 | $20,427 ▲ | 0.1% | 442,935 | 2.6% | ETF |
EFA iShares MSCI EAFE ETF | $21,500,786 | $246,806 ▼ | -1.1% | 240,528 | 2.5% | Finance |
STIP iShares 0-5 Year TIPS Bond ETF | $17,987,587 | $787,367 ▼ | -4.2% | 174,789 | 2.1% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $17,804,252 | $791,854 ▼ | -4.3% | 354,172 | 2.1% | Manufacturing |
MSFT Microsoft | $17,776,903 | $215,378 ▼ | -1.2% | 35,739 | 2.1% | Computer and Technology |
IEF iShares 7-10 Year Treasury Bond ETF | $17,483,628 | $757,830 ▼ | -4.2% | 182,558 | 2.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $17,187,375 | $105,012 ▲ | 0.6% | 301,480 | 2.0% | ETF |
VTI Vanguard Total Stock Market ETF | $17,159,280 | $35,864 ▼ | -0.2% | 56,458 | 2.0% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $15,846,025 | $703,127 ▲ | 4.6% | 117,911 | 1.9% | ETF |
GNMA iShares GNMA Bond ETF | $15,837,470 | $478,484 ▼ | -2.9% | 360,352 | 1.9% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $14,825,670 | $109,315 ▲ | 0.7% | 246,971 | 1.7% | ETF |
IWM iShares Russell 2000 ETF | $13,587,766 | $2,935,802 ▼ | -17.8% | 62,968 | 1.6% | Finance |
CRWD CrowdStrike | $12,136,857 | $2,166,605 ▼ | -15.1% | 23,830 | 1.4% | Computer and Technology |
IBM International Business Machines | $10,999,003 | $243,486 ▼ | -2.2% | 37,313 | 1.3% | Computer and Technology |
HUBB Hubbell | $10,514,107 | $397,383 ▼ | -3.6% | 25,744 | 1.2% | Industrials |
EWJ iShares MSCI Japan ETF | $10,351,933 | $2,310,126 ▲ | 28.7% | 138,081 | 1.2% | ETF |
ROK Rockwell Automation | $9,951,533 | $286,332 ▼ | -2.8% | 29,959 | 1.2% | Computer and Technology |
PANW Palo Alto Networks | $9,930,770 | $320,876 ▼ | -3.1% | 48,528 | 1.2% | Computer and Technology |
EEM iShares MSCI Emerging Markets ETF | $8,685,467 | $131,309 ▲ | 1.5% | 180,047 | 1.0% | Finance |
CHKP Check Point Software Technologies | $8,506,177 | $282,979 ▼ | -3.2% | 38,446 | 1.0% | Computer and Technology |
MELI MercadoLibre | $7,984,640 | $109,772 ▼ | -1.4% | 3,055 | 0.9% | Retail/Wholesale |
TXN Texas Instruments | $7,893,297 | $65,608 ▼ | -0.8% | 38,018 | 0.9% | Computer and Technology |
BK Bank of New York Mellon | $7,892,222 | $238,253 ▼ | -2.9% | 86,623 | 0.9% | Finance |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | $7,625,606 | $239,134 ▲ | 3.2% | 138,045 | 0.9% | Finance |
AAPL Apple | $7,091,333 | $605,665 ▼ | -7.9% | 34,563 | 0.8% | Computer and Technology |
AMGN Amgen | $6,639,106 | $27,363 ▼ | -0.4% | 23,778 | 0.8% | Medical |
FDX FedEx | $6,593,158 | $78,422 ▲ | 1.2% | 29,005 | 0.8% | Transportation |
CHD Church & Dwight | $6,555,759 | $100,915 ▲ | 1.6% | 68,211 | 0.8% | Consumer Staples |
UL Unilever | $6,464,629 | $131,944 ▼ | -2.0% | 105,683 | 0.8% | Consumer Staples |
NSC Norfolk Southern | $6,244,900 | $85,494 ▼ | -1.4% | 24,397 | 0.7% | Transportation |
XYL Xylem | $5,973,715 | $60,799 ▲ | 1.0% | 46,179 | 0.7% | Business Services |
HSY Hershey | $4,908,529 | $12,612 ▼ | -0.3% | 29,578 | 0.6% | Consumer Staples |
ETN Eaton | $4,699,773 | $4,284 ▼ | -0.1% | 13,165 | 0.6% | Industrials |
VEU Vanguard FTSE All-World ex-US ETF | $4,321,574 | $171,008 ▲ | 4.1% | 64,290 | 0.5% | ETF |
MKC McCormick & Company, Incorporated | $4,050,153 | $62,552 ▲ | 1.6% | 53,418 | 0.5% | Consumer Staples |
FMX Fomento Economico Mexicano | $3,955,874 | $98,346 ▼ | -2.4% | 38,414 | 0.5% | Consumer Staples |
BILS SPDR Bloomberg 3-12 Month T-Bill ETF | $3,943,593 | $1,563,040 ▼ | -28.4% | 39,662 | 0.5% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $3,389,729 | $197,050 ▲ | 6.2% | 33,665 | 0.4% | ETF |
CB Chubb | $2,873,153 | $36,505 ▼ | -1.3% | 9,917 | 0.3% | Finance |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $2,567,211 | $168,540 ▲ | 7.0% | 114,149 | 0.3% | Manufacturing |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $2,523,561 | $201,027 ▲ | 8.7% | 110,055 | 0.3% | Manufacturing |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $2,467,657 | $146,537 ▲ | 6.3% | 105,636 | 0.3% | Manufacturing |
AMZN Amazon.com | $2,440,494 | $1,755 ▼ | -0.1% | 11,124 | 0.3% | Retail/Wholesale |
VOO Vanguard S&P 500 ETF | $2,377,490 | $146,569 ▲ | 6.6% | 4,185 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $2,193,737 | $39,347 ▲ | 1.8% | 4,516 | 0.3% | Finance |
NFLX Netflix | $2,134,573 | $32,139 ▼ | -1.5% | 1,594 | 0.3% | Consumer Discretionary |
IDNA iShares Genomics Immunology and Healthcare ETF | $2,098,645 | $2,098,645 ▲ | New Holding | 102,323 | 0.2% | ETF |
IWV iShares Russell 3000 ETF | $1,851,525 | | 0.0% | 5,275 | 0.2% | ETF |
IJR iShares Core S&P Small-Cap ETF | $1,516,289 | $209,509 ▼ | -12.1% | 13,874 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $1,507,822 | $384,421 ▲ | 34.2% | 5,201 | 0.2% | Finance |
ESGD iShares ESG Aware MSCI EAFE ETF | $1,501,573 | $20,521 ▲ | 1.4% | 16,830 | 0.2% | Manufacturing |
BRK.A Berkshire Hathaway | $1,457,600 | | 0.0% | 2 | 0.2% | Finance |
VO Vanguard Mid-Cap ETF | $1,382,080 | $2,798 ▲ | 0.2% | 4,939 | 0.2% | ETF |
IWF iShares Russell 1000 Growth ETF | $1,365,025 | $834,724 ▲ | 157.4% | 3,215 | 0.2% | ETF |
MCD McDonald's | $1,298,696 | $14,609 ▲ | 1.1% | 4,445 | 0.2% | Retail/Wholesale |
SUSA iShares MSCI USA ESG Select ETF | $1,226,940 | $12,675 ▼ | -1.0% | 9,680 | 0.1% | ETF |
XOM Exxon Mobil | $1,116,377 | $15,631 ▲ | 1.4% | 10,356 | 0.1% | Energy |
PG Procter & Gamble | $1,109,504 | $58,470 ▲ | 5.6% | 6,964 | 0.1% | Consumer Staples |
SHW Sherwin-Williams | $1,085,018 | $31,246 ▲ | 3.0% | 3,160 | 0.1% | Basic Materials |
JNJ Johnson & Johnson | $1,027,549 | $20,774 ▲ | 2.1% | 6,727 | 0.1% | Medical |
IDXX IDEXX Laboratories | $1,027,091 | $27,890 ▲ | 2.8% | 1,915 | 0.1% | Medical |
MRK Merck & Co., Inc. | $1,022,826 | $4,829 ▼ | -0.5% | 12,921 | 0.1% | Medical |
USB U.S. Bancorp | $947,987 | | 0.0% | 20,950 | 0.1% | Finance |
GOOGL Alphabet | $902,474 | $52,164 ▲ | 6.1% | 5,121 | 0.1% | Computer and Technology |
SHEL Shell | $821,685 | $255,236 ▼ | -23.7% | 11,670 | 0.1% | Energy |
IWB iShares Russell 1000 ETF | $718,870 | $718,870 ▲ | New Holding | 2,117 | 0.1% | ETF |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $704,676 | $6,406 ▲ | 0.9% | 17,050 | 0.1% | ETF |
MMC Marsh & McLennan Companies | $691,996 | $691,996 ▲ | New Holding | 3,165 | 0.1% | Finance |
HON Honeywell International | $684,201 | $119,933 ▼ | -14.9% | 2,938 | 0.1% | Multi-Sector Conglomerates |
FITB Fifth Third Bancorp | $669,350 | | 0.0% | 16,274 | 0.1% | Finance |
OEF iShares S&P 100 ETF | $653,439 | $5,783 ▼ | -0.9% | 2,147 | 0.1% | ETF |
ADI Analog Devices | $651,699 | $41,177 ▲ | 6.7% | 2,738 | 0.1% | Computer and Technology |
ORCL Oracle | $644,303 | $15,741 ▲ | 2.5% | 2,947 | 0.1% | Computer and Technology |
DVY iShares Select Dividend ETF | $630,847 | | 0.0% | 4,750 | 0.1% | ETF |
GE GE Aerospace | $626,230 | $1,802 ▲ | 0.3% | 2,433 | 0.1% | Aerospace |
MMM 3M | $624,120 | $5,480 ▲ | 0.9% | 4,100 | 0.1% | Multi-Sector Conglomerates |
CTAS Cintas | $623,145 | $8,023 ▲ | 1.3% | 2,796 | 0.1% | Business Services |
EMR Emerson Electric | $612,251 | $1,333 ▼ | -0.2% | 4,592 | 0.1% | Industrials |
HD Home Depot | $603,856 | $239,416 ▲ | 65.7% | 1,647 | 0.1% | Retail/Wholesale |
XJH iShares ESG Select Screened S&P Mid-Cap ETF | $594,902 | $39,632 ▲ | 7.1% | 14,335 | 0.1% | ETF |
LLY Eli Lilly and Company | $584,647 | $4,677 ▲ | 0.8% | 750 | 0.1% | Medical |
GOOG Alphabet | $581,071 | $88,331 ▼ | -13.2% | 3,276 | 0.1% | Computer and Technology |
TSM Taiwan Semiconductor Manufacturing | $543,576 | | 0.0% | 2,400 | 0.1% | Computer and Technology |
ESGE iShares ESG Aware MSCI EM ETF | $519,982 | $14,297 ▲ | 2.8% | 13,275 | 0.1% | Manufacturing |
VTV Vanguard Value ETF | $477,021 | $211,911 ▲ | 79.9% | 2,699 | 0.1% | ETF |
BDX Becton, Dickinson and Company | $458,013 | $603,220 ▼ | -56.8% | 2,659 | 0.1% | Medical |
INTC Intel | $439,533 | $4,659 ▲ | 1.1% | 19,622 | 0.1% | Computer and Technology |
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF | $429,076 | $62,427 ▲ | 17.0% | 4,880 | 0.1% | ETF |
PM Philip Morris International | $419,810 | $7,285 ▲ | 1.8% | 2,305 | 0.0% | Consumer Staples |
EPI WisdomTree India Earnings Fund | $406,106 | $39,163 ▼ | -8.8% | 8,555 | 0.0% | Finance |
CSL Carlisle Companies | $401,405 | | 0.0% | 1,075 | 0.0% | Multi-Sector Conglomerates |