IVV iShares Core S&P 500 ETF | $81,176,669 | $2,788,713 ▼ | -3.3% | 144,468 | 10.9% | ETF |
BND Vanguard Total Bond Market ETF | $49,131,766 | $618,669 ▼ | -1.2% | 668,915 | 6.6% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $43,815,959 | $1,159,765 ▲ | 2.7% | 750,916 | 5.9% | ETF |
GTO Invesco Total Return Bond ETF | $39,990,784 | $119,625 ▲ | 0.3% | 852,136 | 5.4% | ETF |
IWF iShares Russell 1000 Growth ETF | $36,812,728 | $5,241,938 ▼ | -12.5% | 101,949 | 4.9% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $31,638,651 | $5,275,654 ▼ | -14.3% | 269,288 | 4.3% | ETF |
IWB iShares Russell 1000 ETF | $29,513,269 | $1,376,955 ▼ | -4.5% | 96,216 | 4.0% | ETF |
IJR iShares Core S&P Small-Cap ETF | $28,819,027 | $15,476 ▲ | 0.1% | 275,595 | 3.9% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $21,331,341 | $771,061 ▲ | 3.8% | 169,337 | 2.9% | ETF |
MUB iShares National Muni Bond ETF | $21,026,626 | $472,687 ▲ | 2.3% | 199,418 | 2.8% | ETF |
EFG iShares MSCI EAFE Growth ETF | $20,693,663 | $140,700 ▼ | -0.7% | 206,936 | 2.8% | ETF |
IWD iShares Russell 1000 Value ETF | $16,410,949 | $766,000 ▲ | 4.9% | 87,218 | 2.2% | ETF |
TIP iShares TIPS Bond ETF | $14,504,094 | $471,909 ▲ | 3.4% | 130,562 | 1.9% | ETF |
MMIN NYLI MacKay Municipal Insured ETF | $14,038,703 | $632,244 ▲ | 4.7% | 594,105 | 1.9% | ETF |
IVE iShares S&P 500 Value ETF | $13,557,290 | $880,670 ▼ | -6.1% | 71,137 | 1.8% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $13,267,203 | $415,758 ▲ | 3.2% | 293,133 | 1.8% | ETF |
IWM iShares Russell 2000 ETF | $12,966,707 | $845,642 ▼ | -6.1% | 64,999 | 1.7% | Finance |
IJT iShares S&P Small-Cap 600 Growth ETF | $12,679,640 | $141,682 ▼ | -1.1% | 101,844 | 1.7% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $11,540,370 | $244,282 ▼ | -2.1% | 156,607 | 1.6% | ETF |
IWO iShares Russell 2000 Growth ETF | $11,526,507 | $79,470 ▼ | -0.7% | 45,108 | 1.5% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $11,373,573 | $645,468 ▲ | 6.0% | 179,026 | 1.5% | ETF |
EFV iShares MSCI EAFE Value ETF | $10,141,711 | $204,287 ▲ | 2.1% | 172,068 | 1.4% | ETF |
DFUV Dimensional US Marketwide Value ETF | $10,048,957 | $1,261,765 ▼ | -11.2% | 243,848 | 1.4% | ETF |
SCHX Schwab US Large-Cap ETF | $8,958,463 | $203,887 ▼ | -2.2% | 405,727 | 1.2% | ETF |
IWN iShares Russell 2000 Value ETF | $8,882,566 | $137,693 ▼ | -1.5% | 58,833 | 1.2% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $8,830,113 | $65,019 ▲ | 0.7% | 90,584 | 1.2% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $8,803,527 | $130,797 ▼ | -1.5% | 106,143 | 1.2% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $8,634,502 | $102,912 ▼ | -1.2% | 174,013 | 1.2% | ETF |
VOE Vanguard Mid-Cap Value ETF | $8,293,988 | $131,322 ▼ | -1.6% | 51,663 | 1.1% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $7,938,634 | $75,140 ▼ | -0.9% | 68,673 | 1.1% | ETF |
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF | $7,921,097 | $141,413 ▼ | -1.8% | 152,358 | 1.1% | ETF |
VNQ Vanguard Real Estate ETF | $7,506,639 | $6,026,860 ▼ | -44.5% | 82,910 | 1.0% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $7,299,368 | $1,633,227 ▲ | 28.8% | 29,837 | 1.0% | ETF |
VBR Vanguard Small-Cap Value ETF | $6,595,770 | $293,965 ▲ | 4.7% | 35,406 | 0.9% | ETF |
EEM iShares MSCI Emerging Markets ETF | $5,602,828 | $53,882 ▼ | -1.0% | 128,211 | 0.8% | Finance |
SCHG Schwab U.S. Large-Cap Growth ETF | $4,310,414 | $1,065,478 ▼ | -19.8% | 172,141 | 0.6% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $4,292,918 | $209,807 ▼ | -4.7% | 55,716 | 0.6% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $4,228,859 | $1,270,424 ▲ | 42.9% | 89,066 | 0.6% | ETF |
GWX SPDR S&P International Small Cap ETF | $4,206,416 | $25,312 ▼ | -0.6% | 131,615 | 0.6% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $4,176,366 | $190,102 ▼ | -4.4% | 81,110 | 0.6% | ETF |
VO Vanguard Mid-Cap ETF | $4,135,922 | $4,135,922 ▲ | New Holding | 15,992 | 0.6% | ETF |
VB Vanguard Small-Cap ETF | $3,878,452 | $372,544 ▲ | 10.6% | 17,490 | 0.5% | ETF |
IVW iShares S&P 500 Growth ETF | $3,505,447 | $251,198 ▼ | -6.7% | 37,762 | 0.5% | ETF |
VBK Vanguard Small-Cap Growth ETF | $2,965,387 | $348,203 ▲ | 13.3% | 11,778 | 0.4% | ETF |
SCHB Schwab US Broad Market ETF | $2,944,423 | $158,978 ▼ | -5.1% | 136,759 | 0.4% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $2,619,094 | $47,780 ▲ | 1.9% | 51,527 | 0.4% | ETF |
XOM Exxon Mobil | $2,506,926 | $1,590,451 ▲ | 173.5% | 21,079 | 0.3% | Energy |
ESGD iShares ESG Aware MSCI EAFE ETF | $2,496,916 | $21,239 ▲ | 0.9% | 30,566 | 0.3% | Manufacturing |
AAPL Apple | $2,134,520 | $129,506 ▲ | 6.5% | 9,609 | 0.3% | Computer and Technology |
AOA iShares Core 80/20 Aggressive Allocation ETF | $2,128,707 | $143,056 ▲ | 7.2% | 27,826 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $1,777,142 | $100,688 ▼ | -5.4% | 3,177 | 0.2% | Finance |
VTI Vanguard Total Stock Market ETF | $1,760,568 | $92,618 ▼ | -5.0% | 6,406 | 0.2% | ETF |
VTV Vanguard Value ETF | $1,696,307 | $81,879 ▼ | -4.6% | 9,820 | 0.2% | ETF |
AOR iShares Core 60/40 Balanced Allocation ETF | $1,685,880 | $109,038 ▲ | 6.9% | 29,284 | 0.2% | ETF |
VV Vanguard Large-Cap ETF | $1,617,250 | $323,347 ▼ | -16.7% | 6,292 | 0.2% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $1,473,252 | $6,217 ▲ | 0.4% | 12,085 | 0.2% | Manufacturing |
PFE Pfizer | $1,335,216 | $16,116 ▲ | 1.2% | 52,692 | 0.2% | Medical |
SPEM SPDR Portfolio Emerging Markets ETF | $1,331,966 | $30,787 ▲ | 2.4% | 33,832 | 0.2% | ETF |
BMY Bristol-Myers Squibb | $1,296,526 | $298,485 ▼ | -18.7% | 21,258 | 0.2% | Medical |
TREX Trex | $1,195,001 | | 0.0% | 20,568 | 0.2% | Construction |
XJH iShares ESG Select Screened S&P Mid-Cap ETF | $1,156,025 | $69,348 ▲ | 6.4% | 29,589 | 0.2% | ETF |
VUG Vanguard Growth ETF | $1,024,947 | $169,465 ▼ | -14.2% | 2,764 | 0.1% | ETF |
ESGE iShares ESG Aware MSCI EM ETF | $918,293 | $7,654 ▲ | 0.8% | 26,274 | 0.1% | Manufacturing |
NUMG Nuveen ESG Mid-Cap Growth ETF | $901,891 | $100,434 ▲ | 12.5% | 21,013 | 0.1% | ETF |
NUMV Nuveen ESG Mid-Cap Value ETF | $884,517 | $102,974 ▲ | 13.2% | 25,855 | 0.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $883,237 | | 0.0% | 4,553 | 0.1% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $832,267 | | 0.0% | 1,560 | 0.1% | ETF |
BRK.A Berkshire Hathaway | $798,442 | $798,442 ▲ | New Holding | 1 | 0.1% | Finance |
NEE NextEra Energy | $776,446 | $13,682 ▼ | -1.7% | 10,953 | 0.1% | Utilities |
PEG Public Service Enterprise Group | $759,629 | | 0.0% | 9,230 | 0.1% | Utilities |
MSFT Microsoft | $728,765 | $75,467 ▲ | 11.6% | 1,941 | 0.1% | Computer and Technology |
XLV Health Care Select Sector SPDR Fund | $698,411 | | 0.0% | 4,783 | 0.1% | ETF |
NUSC Nuveen ESG Small-Cap ETF | $661,865 | $26,608 ▲ | 4.2% | 17,263 | 0.1% | ETF |
GOOG Alphabet | $652,105 | $14,373 ▼ | -2.2% | 4,174 | 0.1% | Computer and Technology |
VEU Vanguard FTSE All-World ex-US ETF | $646,275 | $50,833 ▼ | -7.3% | 10,654 | 0.1% | ETF |
XLRE Real Estate Select Sector SPDR Fund | $633,377 | $702,557 ▼ | -52.6% | 15,134 | 0.1% | ETF |
OTEX Open Text | $575,070 | $575,070 ▲ | New Holding | 22,766 | 0.1% | Computer and Technology |
AGG iShares Core U.S. Aggregate Bond ETF | $536,857 | $1,583 ▲ | 0.3% | 5,427 | 0.1% | Finance |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $536,641 | $12,174 ▼ | -2.2% | 4,937 | 0.1% | Finance |
COWZ Pacer US Cash Cows 100 ETF | $498,316 | | 0.0% | 9,100 | 0.1% | ETF |
IEUR iShares Core MSCI Europe ETF | $484,119 | | 0.0% | 8,049 | 0.1% | ETF |
CVX Chevron | $480,425 | $10,204 ▲ | 2.2% | 2,872 | 0.1% | Energy |
IUSG iShares Core S&P U.S. Growth ETF | $480,091 | $1,017 ▼ | -0.2% | 3,778 | 0.1% | Manufacturing |
NULV Nuveen ESG Large-Cap Value ETF | $453,082 | $8,584 ▼ | -1.9% | 11,190 | 0.1% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $452,929 | $92 ▲ | 0.0% | 4,908 | 0.1% | Manufacturing |
NULG Nuveen ESG Large-Cap Growth ETF | $410,539 | $9,080 ▼ | -2.2% | 5,245 | 0.1% | ETF |
SYK Stryker | $406,497 | | 0.0% | 1,092 | 0.1% | Medical |
JAAA Janus Henderson AAA CLO ETF | $389,905 | $389,905 ▲ | New Holding | 7,689 | 0.1% | ETF |
AOM iShares Core 40/60 Moderate Allocation ETF | $384,519 | | 0.0% | 8,763 | 0.1% | ETF |
JNJ Johnson & Johnson | $371,980 | $2,819 ▼ | -0.8% | 2,243 | 0.1% | Medical |
UNH UnitedHealth Group | $362,435 | $18,855 ▼ | -4.9% | 692 | 0.0% | Medical |
UNP Union Pacific | $362,343 | $12,991 ▼ | -3.5% | 1,534 | 0.0% | Transportation |
MCD McDonald's | $343,658 | $17,808 ▲ | 5.5% | 1,100 | 0.0% | Retail/Wholesale |
DFIV Dimensional International Value ETF | $342,275 | $38,652 ▼ | -10.1% | 8,696 | 0.0% | ETF |
WST West Pharmaceutical Services | $341,194 | | 0.0% | 1,524 | 0.0% | Medical |
XLK Technology Select Sector SPDR Fund | $338,579 | | 0.0% | 1,640 | 0.0% | ETF |
AOK iShares Core 30/70 Conservative Allocation ETF | $338,510 | $263 ▲ | 0.1% | 8,996 | 0.0% | ETF |
MRK Merck & Co., Inc. | $323,047 | $2,693 ▲ | 0.8% | 3,599 | 0.0% | Medical |
EFA iShares MSCI EAFE ETF | $317,358 | $144,254 ▼ | -31.3% | 3,883 | 0.0% | Finance |
ALB Albemarle | $302,412 | | 0.0% | 4,199 | 0.0% | Basic Materials |
