IVV iShares Core S&P 500 ETF | $94,692,198 | $1,036,749 ▲ | 1.1% | 141,479 | 11.4% | ETF |
BND Vanguard Total Bond Market ETF | $49,468,654 | $1,064,830 ▲ | 2.2% | 665,169 | 5.9% | ETF |
IWF iShares Russell 1000 Growth ETF | $45,368,379 | $1,019,730 ▼ | -2.2% | 96,856 | 5.5% | ETF |
GTO Invesco Total Return Bond ETF | $41,665,938 | $1,595,528 ▲ | 4.0% | 876,993 | 5.0% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $41,131,303 | $2,630,044 ▲ | 6.8% | 630,268 | 4.9% | ETF |
IWB iShares Russell 1000 ETF | $36,154,392 | $1,228,013 ▼ | -3.3% | 98,923 | 4.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $34,183,992 | $1,679,783 ▲ | 5.2% | 287,671 | 4.1% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $29,668,626 | $1,033,044 ▼ | -3.4% | 208,332 | 3.6% | ETF |
EFG iShares MSCI EAFE Growth ETF | $22,651,206 | $3,644 ▼ | 0.0% | 198,904 | 2.7% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $20,225,918 | $592,621 ▲ | 3.0% | 144,812 | 2.4% | ETF |
MUB iShares National Muni Bond ETF | $20,151,840 | $625,522 ▲ | 3.2% | 189,237 | 2.4% | ETF |
VO Vanguard Mid-Cap ETF | $19,619,245 | $130,127 ▲ | 0.7% | 66,791 | 2.4% | ETF |
IWD iShares Russell 1000 Value ETF | $17,015,536 | $769,371 ▲ | 4.7% | 83,577 | 2.0% | ETF |
IVE iShares S&P 500 Value ETF | $16,383,081 | $60,094 ▼ | -0.4% | 79,333 | 2.0% | ETF |
IWM iShares Russell 2000 ETF | $15,495,012 | $187,518 ▼ | -1.2% | 64,040 | 1.9% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $15,227,173 | $121,038 ▲ | 0.8% | 281,048 | 1.8% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $14,618,437 | $544,348 ▲ | 3.9% | 103,311 | 1.8% | ETF |
TIP iShares TIPS Bond ETF | $14,483,593 | $285,390 ▲ | 2.0% | 130,225 | 1.7% | ETF |
IWO iShares Russell 2000 Growth ETF | $14,046,633 | $329,643 ▼ | -2.3% | 43,890 | 1.7% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $13,473,886 | $143,390 ▲ | 1.1% | 175,624 | 1.6% | ETF |
VOE Vanguard Mid-Cap Value ETF | $13,352,975 | $73,149 ▼ | -0.5% | 76,486 | 1.6% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $12,879,659 | $246,588 ▼ | -1.9% | 152,098 | 1.5% | ETF |
MMIN NYLI MacKay Municipal Insured ETF | $11,871,549 | $123,264 ▼ | -1.0% | 498,595 | 1.4% | ETF |
EFV iShares MSCI EAFE Value ETF | $11,734,733 | $185,312 ▲ | 1.6% | 173,002 | 1.4% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $10,655,884 | $231,509 ▼ | -2.1% | 36,270 | 1.3% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $10,405,447 | $576,950 ▲ | 5.9% | 94,090 | 1.3% | ETF |
DFUV Dimensional US Marketwide Value ETF | $10,298,253 | $495,924 ▼ | -4.6% | 230,438 | 1.2% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $10,070,651 | $208,251 ▼ | -2.0% | 112,433 | 1.2% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $10,031,572 | $66,714 ▼ | -0.7% | 70,372 | 1.2% | ETF |
SCHX Schwab US Large-Cap ETF | $9,928,191 | $255,788 ▼ | -2.5% | 376,924 | 1.2% | ETF |
IWN iShares Russell 2000 Value ETF | $9,899,897 | $330,456 ▼ | -3.2% | 55,992 | 1.2% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $9,667,514 | $123,723 ▼ | -1.3% | 193,080 | 1.2% | ETF |
PXF Invesco RAFI Developed Markets ex-U.S. ETF | $8,916,567 | $202,183 ▼ | -2.2% | 145,755 | 1.1% | ETF |
VBR Vanguard Small-Cap Value ETF | $8,146,561 | $6,470 ▼ | -0.1% | 39,033 | 1.0% | ETF |
EEM iShares MSCI Emerging Markets ETF | $6,568,918 | $222,999 ▼ | -3.3% | 123,013 | 0.8% | Finance |
VB Vanguard Small-Cap ETF | $6,183,621 | $100,441 ▲ | 1.7% | 24,318 | 0.7% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $5,239,324 | $48,375 ▼ | -0.9% | 164,191 | 0.6% | ETF |
GWX SPDR S&P International Small Cap ETF | $5,197,083 | $78,592 ▼ | -1.5% | 129,345 | 0.6% | ETF |
IVW iShares S&P 500 Growth ETF | $5,093,902 | $75,088 ▼ | -1.5% | 42,196 | 0.6% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $4,721,427 | | 0.0% | 81,110 | 0.6% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $4,621,665 | $23,355 ▼ | -0.5% | 55,409 | 0.6% | ETF |
VBK Vanguard Small-Cap Growth ETF | $4,218,260 | $16,667 ▲ | 0.4% | 14,173 | 0.5% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $3,691,965 | $466,776 ▲ | 14.5% | 61,615 | 0.4% | ETF |
VNQ Vanguard Real Estate ETF | $3,287,927 | $1,534,854 ▼ | -31.8% | 35,965 | 0.4% | ETF |
SCHB Schwab US Broad Market ETF | $3,235,093 | $256,303 ▼ | -7.3% | 125,830 | 0.4% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $3,196,086 | $30,307 ▲ | 1.0% | 66,544 | 0.4% | ETF |
VTV Vanguard Value ETF | $3,135,643 | $451,865 ▲ | 16.8% | 16,814 | 0.4% | ETF |
VUG Vanguard Growth ETF | $2,756,799 | $580,808 ▲ | 26.7% | 5,748 | 0.3% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $2,595,309 | $53,184 ▼ | -2.0% | 27,913 | 0.3% | Manufacturing |
AOA iShares Core 80/20 Aggressive Allocation ETF | $2,528,141 | $25,208 ▼ | -1.0% | 28,683 | 0.3% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $2,415,162 | | 0.0% | 51,595 | 0.3% | ETF |
AAPL Apple | $2,410,479 | $22,661 ▼ | -0.9% | 9,467 | 0.3% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $2,094,422 | $92,597 ▼ | -4.2% | 3,144 | 0.3% | Finance |
VV Vanguard Large-Cap ETF | $1,988,883 | $56,034 ▼ | -2.7% | 6,460 | 0.2% | ETF |
VTI Vanguard Total Stock Market ETF | $1,985,033 | $91,556 ▼ | -4.4% | 6,049 | 0.2% | ETF |
AOR iShares Core 60/40 Balanced Allocation ETF | $1,728,191 | $39,336 ▲ | 2.3% | 26,844 | 0.2% | ETF |
XJH iShares ESG Select Screened S&P Mid-Cap ETF | $1,457,444 | $107,126 ▲ | 7.9% | 33,237 | 0.2% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $1,437,768 | $169,620 ▼ | -10.6% | 9,875 | 0.2% | Manufacturing |
PFE Pfizer | $1,324,476 | | 0.0% | 51,981 | 0.2% | Medical |
ESGE iShares ESG Aware MSCI EM ETF | $1,092,409 | $25,748 ▼ | -2.3% | 25,159 | 0.1% | Manufacturing |
TREX Trex | $1,062,749 | | 0.0% | 20,568 | 0.1% | Construction |
GOOG Alphabet | $1,002,696 | $13,882 ▼ | -1.4% | 4,117 | 0.1% | Computer and Technology |
BMY Bristol Myers Squibb | $974,251 | $146,395 ▼ | -13.1% | 21,602 | 0.1% | Medical |
VIG Vanguard Dividend Appreciation ETF | $963,287 | $50,495 ▼ | -5.0% | 4,464 | 0.1% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $956,671 | $26,823 ▲ | 2.9% | 1,605 | 0.1% | ETF |
NUMV Nuveen ESG Mid-Cap Value ETF | $933,019 | $27,470 ▼ | -2.9% | 24,115 | 0.1% | ETF |
MSFT Microsoft | $896,755 | $30,565 ▲ | 3.5% | 1,731 | 0.1% | Computer and Technology |
XOM Exxon Mobil | $868,852 | | 0.0% | 7,706 | 0.1% | Energy |
NUSC Nuveen ESG Small-Cap ETF | $846,501 | $45,732 ▲ | 5.7% | 19,195 | 0.1% | ETF |
OTEX Open Text | $798,176 | $52,818 ▼ | -6.2% | 21,353 | 0.1% | Computer and Technology |
PEG Public Service Enterprise Group | $770,336 | | 0.0% | 9,230 | 0.1% | Utilities |
NUMG Nuveen ESG Mid-Cap Growth ETF | $767,065 | $25,996 ▼ | -3.3% | 15,757 | 0.1% | ETF |
NEE NextEra Energy | $764,549 | | 0.0% | 10,128 | 0.1% | Utilities |
BRK.A Berkshire Hathaway | $754,200 | | 0.0% | 1 | 0.1% | Finance |
VEU Vanguard FTSE All-World ex-US ETF | $748,179 | $1,856 ▼ | -0.2% | 10,483 | 0.1% | ETF |
XLV Health Care Select Sector SPDR Fund | $631,875 | | 0.0% | 4,540 | 0.1% | ETF |
CVX Chevron | $436,491 | | 0.0% | 2,811 | 0.1% | Energy |
NULV Nuveen ESG Large-Cap Value ETF | $429,328 | $26,296 ▼ | -5.8% | 9,796 | 0.1% | ETF |
XLK Technology Select Sector SPDR Fund | $427,848 | $4,510 ▲ | 1.1% | 1,518 | 0.1% | ETF |
AOM iShares Core 40/60 Moderate Allocation ETF | $417,913 | $571 ▲ | 0.1% | 8,783 | 0.1% | ETF |
NULG Nuveen ESG Large-Cap Growth ETF | $417,044 | $32,218 ▼ | -7.2% | 4,194 | 0.1% | ETF |
JNJ Johnson & Johnson | $415,898 | $5,192 ▼ | -1.2% | 2,243 | 0.0% | Medical |
SYK Stryker | $403,680 | | 0.0% | 1,092 | 0.0% | Medical |
COWZ Pacer US Cash Cows 100 ETF | $402,290 | $161,606 ▼ | -28.7% | 7,000 | 0.0% | ETF |
DFIV Dimensional International Value ETF | $401,060 | | 0.0% | 8,696 | 0.0% | ETF |
WST West Pharmaceutical Services | $399,791 | | 0.0% | 1,524 | 0.0% | Medical |
NVDA NVIDIA | $387,586 | $387,586 ▲ | New Holding | 2,077 | 0.0% | Computer and Technology |
ESGV Vanguard ESG U.S. Stock ETF | $387,299 | | 0.0% | 3,270 | 0.0% | ETF |
AOK iShares Core 30/70 Conservative Allocation ETF | $369,418 | $4,016 ▲ | 1.1% | 9,199 | 0.0% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $366,977 | $87,674 ▲ | 31.4% | 5,567 | 0.0% | ETF |
UNP Union Pacific | $357,799 | $236 ▲ | 0.1% | 1,514 | 0.0% | Transportation |
RPG Invesco S&P 500 Pure Growth ETF | $348,643 | | 0.0% | 7,306 | 0.0% | ETF |
EFA iShares MSCI EAFE ETF | $343,882 | | 0.0% | 3,683 | 0.0% | Finance |
ALB Albemarle | $340,455 | | 0.0% | 4,199 | 0.0% | Basic Materials |
IEFA iShares Core MSCI EAFE ETF | $327,119 | $26,190 ▲ | 8.7% | 3,747 | 0.0% | ETF |
MCD McDonald's | $317,007 | | 0.0% | 1,043 | 0.0% | Retail/Wholesale |
BA Boeing | $311,227 | | 0.0% | 1,442 | 0.0% | Aerospace |
GE GE Aerospace | $301,414 | | 0.0% | 1,002 | 0.0% | Aerospace |
MRK Merck & Co., Inc. | $292,458 | $755 ▲ | 0.3% | 3,485 | 0.0% | Medical |
WTRG Essential Utilities | $283,410 | | 0.0% | 7,103 | 0.0% | Utilities |
