VTI Vanguard Total Stock Market ETF | $119,347,675 | $6,016,301 ▲ | 5.3% | 392,681 | 15.5% | ETF |
IEFA iShares Core MSCI EAFE ETF | $48,486,480 | $949,250 ▼ | -1.9% | 580,816 | 6.3% | ETF |
IVAL Alpha Architect International Quantitative Value ETF | $37,717,344 | $566,549 ▼ | -1.5% | 1,352,846 | 4.9% | ETF |
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF | $29,344,685 | $1,085,141 ▼ | -3.6% | 1,184,208 | 3.8% | ETF |
QMOM Alpha Architect U.S. Quantitative Momentum ETF | $26,435,662 | $1,990,336 ▲ | 8.1% | 406,828 | 3.4% | ETF |
ITAN Sparkline Intangible Value ETF | $25,068,964 | $1,739,204 ▲ | 7.5% | 776,052 | 3.3% | ETF |
TBIL US Treasury 3 Month Bill ETF | $24,321,895 | $8,749 ▲ | 0.0% | 486,487 | 3.2% | ETF |
SYLD Cambria Shareholder Yield ETF | $23,805,690 | $2,362,348 ▲ | 11.0% | 366,072 | 3.1% | ETF |
SCHF Schwab International Equity ETF | $20,890,898 | $927,338 ▲ | 4.6% | 945,290 | 2.7% | ETF |
TFI SPDR Nuveen ICE Municipal Bond ETF | $18,419,470 | $521,478 ▼ | -2.8% | 412,345 | 2.4% | Finance |
DLN WisdomTree U.S. LargeCap Dividend Fund | $17,530,871 | $506,885 ▼ | -2.8% | 213,427 | 2.3% | Finance |
DFCF Dimensional Core Fixed Income ETF | $17,184,550 | $15,800,747 ▲ | 1,141.8% | 406,639 | 2.2% | ETF |
IQDG WisdomTree International Quality Dividend Growth Fund | $16,884,880 | $565,583 ▲ | 3.5% | 425,956 | 2.2% | Finance |
SCHZ Schwab U.S. Aggregate Bond ETF | $16,844,153 | $421,458 ▼ | -2.4% | 724,791 | 2.2% | ETF |
AAPL Apple | $13,968,090 | $905,820 ▼ | -6.1% | 68,081 | 1.8% | Computer and Technology |
MUB iShares National Muni Bond ETF | $13,928,746 | $525,012 ▲ | 3.9% | 133,315 | 1.8% | ETF |
MSFT Microsoft | $13,621,390 | $264,619 ▼ | -1.9% | 27,385 | 1.8% | Computer and Technology |
SCHG Schwab U.S. Large-Cap Growth ETF | $13,166,593 | $1,133,845 ▼ | -7.9% | 450,756 | 1.7% | ETF |
NVDA NVIDIA | $11,913,222 | $654,236 ▼ | -5.2% | 75,405 | 1.5% | Computer and Technology |
HYD VanEck High Yield Muni ETF | $11,579,052 | $1,961,006 ▲ | 20.4% | 230,612 | 1.5% | ETF |
IVV iShares Core S&P 500 ETF | $11,433,809 | $321,003 ▲ | 2.9% | 18,415 | 1.5% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $11,137,143 | $250,251 ▲ | 2.3% | 122,252 | 1.4% | ETF |
SCHX Schwab US Large-Cap ETF | $10,520,559 | $997,518 ▼ | -8.7% | 430,465 | 1.4% | ETF |
AMGN Amgen | $7,406,686 | $3,079,721 ▲ | 71.2% | 26,527 | 1.0% | Medical |
VEA Vanguard FTSE Developed Markets ETF | $7,359,208 | $9,179 ▼ | -0.1% | 129,086 | 1.0% | ETF |
VUG Vanguard Growth ETF | $6,728,040 | $669,867 ▲ | 11.1% | 15,347 | 0.9% | ETF |
META Meta Platforms | $5,902,683 | $723,350 ▼ | -10.9% | 7,997 | 0.8% | Computer and Technology |
AMZN Amazon.com | $5,881,790 | $306,485 ▼ | -5.0% | 26,810 | 0.8% | Retail/Wholesale |
EFG iShares MSCI EAFE Growth ETF | $5,825,910 | $200,816 ▲ | 3.6% | 52,017 | 0.8% | ETF |
PHB Invesco Fundamental High Yield Corporate Bond ETF | $5,639,311 | $149,138 ▼ | -2.6% | 305,488 | 0.7% | ETF |
TSLA Tesla | $5,529,489 | $234,115 ▲ | 4.4% | 17,407 | 0.7% | Auto/Tires/Trucks |
SPY SPDR S&P 500 ETF Trust | $4,771,516 | $428,158 ▲ | 9.9% | 7,723 | 0.6% | Finance |
VXUS Vanguard Total International Stock ETF | $4,398,931 | $167,059 ▼ | -3.7% | 63,670 | 0.6% | ETF |
V Visa | $4,320,819 | $710 ▼ | 0.0% | 12,170 | 0.6% | Business Services |
JPM JPMorgan Chase & Co. | $4,070,949 | $42,037 ▲ | 1.0% | 14,042 | 0.5% | Finance |
VOO Vanguard S&P 500 ETF | $4,002,223 | $709,449 ▼ | -15.1% | 7,046 | 0.5% | ETF |
BRK.B Berkshire Hathaway | $3,177,255 | $5,343 ▼ | -0.2% | 6,541 | 0.4% | Finance |
VO Vanguard Mid-Cap ETF | $3,074,896 | $59,606 ▲ | 2.0% | 10,988 | 0.4% | ETF |
GOOGL Alphabet | $3,057,668 | $121,073 ▲ | 4.1% | 17,350 | 0.4% | Computer and Technology |
SCHM Schwab U.S. Mid-Cap ETF | $3,034,011 | $74,417 ▼ | -2.4% | 108,164 | 0.4% | ETF |
IWF iShares Russell 1000 Growth ETF | $2,842,988 | $444,111 ▼ | -13.5% | 6,696 | 0.4% | ETF |
DFSI Dimensional International Sustainability Core 1 ETF | $2,556,292 | $40,474 ▼ | -1.6% | 64,864 | 0.3% | ETF |
SCHD Schwab US Dividend Equity ETF | $2,544,273 | $512,856 ▲ | 25.2% | 96,010 | 0.3% | ETF |
AVGO Broadcom | $2,519,505 | $15,437 ▲ | 0.6% | 9,140 | 0.3% | Computer and Technology |
QQQ Invesco QQQ | $2,493,679 | $294,607 ▼ | -10.6% | 4,520 | 0.3% | Finance |
EFV iShares MSCI EAFE Value ETF | $2,405,624 | $56,306 ▼ | -2.3% | 37,896 | 0.3% | ETF |
IWM iShares Russell 2000 ETF | $2,270,516 | $334,686 ▼ | -12.8% | 10,522 | 0.3% | Finance |
SCHA Schwab US Small-Cap ETF | $2,247,099 | $244,373 ▼ | -9.8% | 88,818 | 0.3% | ETF |
CL Colgate-Palmolive | $2,238,958 | $30,633 ▼ | -1.3% | 24,631 | 0.3% | Consumer Staples |
IXUS iShares Core MSCI Total International Stock ETF | $2,237,018 | $17,549 ▼ | -0.8% | 28,936 | 0.3% | Manufacturing |
NULG Nuveen ESG Large-Cap Growth ETF | $2,231,623 | $30,816 ▼ | -1.4% | 23,753 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $2,177,305 | $6,776 ▼ | -0.3% | 19,922 | 0.3% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $2,139,595 | $136,522 ▼ | -6.0% | 3,777 | 0.3% | ETF |
EQIX Equinix | $2,107,996 | $2,386 ▲ | 0.1% | 2,650 | 0.3% | Finance |
DSI iShares ESG MSCI KLD 400 ETF | $2,078,827 | $67,722 ▲ | 3.4% | 17,896 | 0.3% | ETF |
VB Vanguard Small-Cap ETF | $2,037,491 | $100,950 ▼ | -4.7% | 8,598 | 0.3% | ETF |
MA Mastercard | $2,027,069 | $2,248 ▲ | 0.1% | 3,607 | 0.3% | Business Services |
IJH iShares Core S&P Mid-Cap ETF | $2,015,192 | $3,225 ▼ | -0.2% | 32,493 | 0.3% | ETF |
NULV Nuveen ESG Large-Cap Value ETF | $1,839,177 | $7,796 ▲ | 0.4% | 43,879 | 0.2% | ETF |
GOOG Alphabet | $1,809,610 | $97,922 ▼ | -5.1% | 10,201 | 0.2% | Computer and Technology |
UNH UnitedHealth Group | $1,756,703 | $560,610 ▲ | 46.9% | 5,631 | 0.2% | Medical |
NYF iShares New York Muni Bond ETF | $1,497,252 | $204,024 ▲ | 15.8% | 28,716 | 0.2% | ETF |
NFLX Netflix | $1,455,634 | $21,426 ▲ | 1.5% | 1,087 | 0.2% | Consumer Discretionary |
AVSD Avantis Responsible International Equity ETF | $1,449,770 | $27,494 ▼ | -1.9% | 21,461 | 0.2% | ETF |
COMP Compass | $1,437,008 | $433 ▲ | 0.0% | 228,823 | 0.2% | Computer and Technology |
ABBV AbbVie | $1,374,563 | $26,545 ▼ | -1.9% | 7,405 | 0.2% | Medical |
VOE Vanguard Mid-Cap Value ETF | $1,324,030 | $131,729 ▲ | 11.0% | 8,051 | 0.2% | ETF |
DMXF iShares ESG Advanced MSCI EAFE ETF | $1,289,993 | $8,933 ▼ | -0.7% | 17,329 | 0.2% | Manufacturing |
NUSC Nuveen ESG Small-Cap ETF | $1,254,241 | $14,748 ▲ | 1.2% | 30,786 | 0.2% | ETF |
ORCL Oracle | $1,246,429 | $4,810 ▲ | 0.4% | 5,701 | 0.2% | Computer and Technology |
COST Costco Wholesale | $1,207,896 | $49,504 ▼ | -3.9% | 1,220 | 0.2% | Retail/Wholesale |
APH Amphenol | $1,196,554 | $276,401 ▲ | 30.0% | 12,117 | 0.2% | Computer and Technology |
LLY Eli Lilly and Company | $1,192,694 | $65,481 ▼ | -5.2% | 1,530 | 0.2% | Medical |
NUMG Nuveen ESG Mid-Cap Growth ETF | $1,186,148 | $36,192 ▲ | 3.1% | 24,482 | 0.2% | ETF |
DFSV Dimensional US Small Cap Value ETF | $1,182,593 | $524,534 ▲ | 79.7% | 40,183 | 0.2% | ETF |
UBER Uber Technologies | $1,169,329 | $173,351 ▼ | -12.9% | 12,533 | 0.2% | Computer and Technology |
VTEB Vanguard Tax-Exempt Bond ETF | $1,159,069 | $393,662 ▼ | -25.4% | 23,640 | 0.2% | ETF |
ISRG Intuitive Surgical | $1,130,293 | $29,344 ▼ | -2.5% | 2,080 | 0.1% | Medical |
AMD Advanced Micro Devices | $1,070,083 | $81,168 ▼ | -7.1% | 7,541 | 0.1% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $1,064,800 | | 0.0% | 5,203 | 0.1% | ETF |
JNJ Johnson & Johnson | $1,054,231 | $306,555 ▼ | -22.5% | 6,902 | 0.1% | Medical |
XOM Exxon Mobil | $1,004,080 | $9,918 ▼ | -1.0% | 9,314 | 0.1% | Energy |
NUMV Nuveen ESG Mid-Cap Value ETF | $990,852 | $19,648 ▲ | 2.0% | 27,485 | 0.1% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $977,139 | $44,932 ▼ | -4.4% | 7,046 | 0.1% | ETF |
HD Home Depot | $970,906 | $58,298 ▲ | 6.4% | 2,648 | 0.1% | Retail/Wholesale |
WMT Walmart | $961,209 | $10,072 ▲ | 1.1% | 9,830 | 0.1% | Retail/Wholesale |
PG Procter & Gamble | $952,244 | $90,811 ▼ | -8.7% | 5,977 | 0.1% | Consumer Staples |
VOT Vanguard Mid-Cap Growth ETF | $946,916 | $180,284 ▲ | 23.5% | 3,330 | 0.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $934,464 | $99 ▲ | 0.0% | 9,420 | 0.1% | Finance |
NOW ServiceNow | $932,469 | $16,449 ▼ | -1.7% | 907 | 0.1% | Computer and Technology |
SHOP Shopify | $920,493 | $582,171 ▼ | -38.7% | 7,980 | 0.1% | Computer and Technology |
BX Blackstone | $907,651 | $171,718 ▼ | -15.9% | 6,068 | 0.1% | Finance |
PALANTIR TECHNOLOGIES INC
| $885,149 | $14,178 ▼ | -1.6% | 6,493 | 0.1% | CL A |
IWS iShares Russell Mid-Cap Value ETF | $810,415 | $40,567 ▼ | -4.8% | 6,133 | 0.1% | ETF |
FNDX Schwab Fundamental U.S. Large Company ETF | $770,728 | $85,988 ▼ | -10.0% | 31,407 | 0.1% | ETF |
RTX RTX | $751,063 | $9,052 ▲ | 1.2% | 5,144 | 0.1% | Aerospace |
IBM International Business Machines | $727,136 | $94,908 ▲ | 15.0% | 2,467 | 0.1% | Computer and Technology |
SUB iShares Short-Term National Muni Bond ETF | $718,433 | | 0.0% | 6,756 | 0.1% | ETF |
EFA iShares MSCI EAFE ETF | $694,505 | $49,435 ▼ | -6.6% | 7,769 | 0.1% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $687,494 | | 0.0% | 13,900 | 0.1% | ETF |
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