IVV iShares Core S&P 500 ETF | $113,635,430 | $2,088,661 â–² | 1.9% | 151,738 | 12.4% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $49,353,875 | $575,703 â–² | 1.2% | 640,045 | 5.4% | ETF |
IWF iShares Russell 1000 Growth ETF | $44,853,535 | $33,483,045 â–² | 294.5% | 361,227 | 4.9% | ETF |
GTO Invesco Total Return Bond ETF | $40,629,194 | $1,300,876 â–² | 3.3% | 866,849 | 4.4% | ETF |
IJR iShares Core S&P Small-Cap ETF | $40,255,270 | $1,496,594 â–¼ | -3.6% | 271,427 | 4.4% | ETF |
IWB iShares Russell 1000 ETF | $38,259,477 | $453,315 â–¼ | -1.2% | 93,430 | 4.2% | ETF |
IWX iShares Russell Top 200 Value ETF | $29,431,898 | $1,039,928 â–² | 3.7% | 279,877 | 3.2% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $28,614,127 | $241,431 â–² | 0.9% | 195,438 | 3.1% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $23,653,607 | $97,278 â–² | 0.4% | 143,704 | 2.6% | ETF |
IWY iShares Russell Top 200 Growth ETF | $23,423,703 | $815,480 â–² | 3.6% | 80,599 | 2.6% | ETF |
EFG iShares MSCI EAFE Growth ETF | $22,686,623 | $596,096 â–¼ | -2.6% | 182,339 | 2.5% | ETF |
VO Vanguard Mid-Cap ETF | $20,679,546 | $15,443,874 â–² | 295.0% | 256,666 | 2.3% | ETF |
IWD iShares Russell 1000 Value ETF | $19,216,044 | $299,887 â–¼ | -1.5% | 79,264 | 2.1% | ETF |
MUB iShares National Muni Bond ETF | $17,847,961 | $389,047 â–¼ | -2.1% | 165,842 | 1.9% | ETF |
IWM iShares Russell 2000 ETF | $17,243,567 | $624,641 â–¼ | -3.5% | 57,392 | 1.9% | Finance |
IVE iShares S&P 500 Value ETF | $16,923,753 | $78,790 â–¼ | -0.5% | 74,534 | 1.8% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $15,833,360 | $1,119,817 â–¼ | -6.6% | 88,653 | 1.7% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $15,661,298 | $70,554 â–¼ | -0.4% | 262,377 | 1.7% | ETF |
TIP iShares TIPS Bond ETF | $15,584,777 | $241,730 â–² | 1.6% | 142,418 | 1.7% | ETF |
IWO iShares Russell 2000 Growth ETF | $15,573,336 | $521,212 â–¼ | -3.2% | 39,530 | 1.7% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $13,945,590 | $110,818 â–¼ | -0.8% | 169,510 | 1.5% | ETF |
VOE Vanguard Mid-Cap Value ETF | $13,809,480 | $373,267 â–¼ | -2.6% | 69,886 | 1.5% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $12,759,421 | $653,030 â–¼ | -4.9% | 129,933 | 1.4% | ETF |
MMIN NYLI MacKay Municipal Insured ETF | $12,706,886 | $555,499 â–² | 4.6% | 524,861 | 1.4% | ETF |
EFV iShares MSCI EAFE Value ETF | $12,103,346 | $232,866 â–¼ | -1.9% | 158,110 | 1.3% | ETF |
DFUV Dimensional US Marketwide Value ETF | $12,027,690 | $154,853 â–¼ | -1.3% | 218,646 | 1.3% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $11,194,484 | $116,702 â–¼ | -1.0% | 36,547 | 1.2% | ETF |
IWN iShares Russell 2000 Value ETF | $10,942,322 | $835,915 â–¼ | -7.1% | 49,468 | 1.2% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $10,521,915 | $671,920 â–¼ | -6.0% | 76,982 | 1.1% | ETF |
SCHX Schwab US Large-Cap ETF | $10,376,155 | $50,149 â–¼ | -0.5% | 352,571 | 1.1% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $9,990,198 | $53,414 â–¼ | -0.5% | 106,984 | 1.1% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $9,914,105 | $176,354 â–¼ | -1.7% | 64,256 | 1.1% | ETF |
PXF Invesco RAFI Developed Markets ex-U.S. ETF | $9,605,530 | $149,616 â–¼ | -1.5% | 126,990 | 1.0% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $8,865,200 | $106,319 â–¼ | -1.2% | 175,271 | 1.0% | ETF |
VBR Vanguard Small-Cap Value ETF | $8,748,350 | $288,186 â–¼ | -3.2% | 36,003 | 1.0% | ETF |
EEM iShares MSCI Emerging Markets ETF | $7,968,078 | $85,513 â–¼ | -1.1% | 116,475 | 0.9% | Finance |
BND Vanguard Total Bond Market ETF | $7,492,634 | $684,766 â–² | 10.1% | 102,066 | 0.8% | ETF |
VB Vanguard Small-Cap ETF | $6,225,586 | $491,972 â–¼ | -7.3% | 20,538 | 0.7% | ETF |
GWX SPDR S&P International Small Cap ETF | $5,465,362 | $32,426 â–¼ | -0.6% | 124,894 | 0.6% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $5,281,800 | $21,669 â–¼ | -0.4% | 75,562 | 0.6% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $5,138,456 | $40,202 â–¼ | -0.8% | 151,846 | 0.6% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $4,993,474 | | 0.0% | 52,646 | 0.5% | ETF |
VBK Vanguard Small-Cap Growth ETF | $4,982,191 | $89,229 â–¼ | -1.8% | 13,624 | 0.5% | ETF |
IVW iShares S&P 500 Growth ETF | $4,638,475 | $32,595 â–¼ | -0.7% | 33,727 | 0.5% | ETF |
DFIV Dimensional International Value ETF | $3,882,365 | $1,367,679 â–² | 54.4% | 71,869 | 0.4% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $3,703,599 | $53,010 â–² | 1.5% | 51,980 | 0.4% | ETF |
SCHB Schwab US Broad Market ETF | $3,443,471 | $174 â–² | 0.0% | 118,904 | 0.4% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $3,231,246 | $39,682 â–² | 1.2% | 68,155 | 0.4% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $2,873,642 | $12,543 â–² | 0.4% | 27,951 | 0.3% | Manufacturing |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $2,848,990 | $710,429 â–² | 33.2% | 70,103 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,808,096 | $85,886 â–² | 3.2% | 3,760 | 0.3% | Finance |
HMOP Hartford Municipal Opportunities ETF | $2,786,184 | $733,147 â–² | 35.7% | 71,176 | 0.3% | ETF |
AOA iShares Core 80/20 Aggressive Allocation ETF | $2,686,400 | $36,990 â–² | 1.4% | 27,525 | 0.3% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $2,627,007 | $7,612 â–¼ | -0.3% | 50,734 | 0.3% | ETF |
VTV Vanguard Value ETF | $2,625,185 | $91,095 â–¼ | -3.4% | 12,046 | 0.3% | ETF |
VTI Vanguard Total Stock Market ETF | $2,547,279 | $257,170 â–² | 11.2% | 6,884 | 0.3% | ETF |
VUG Vanguard Growth ETF | $2,475,664 | $2,102,936 â–² | 564.2% | 28,740 | 0.3% | ETF |
DFSV Dimensional US Small Cap Value ETF | $2,447,182 | $640,267 â–² | 35.4% | 63,088 | 0.3% | ETF |
AAPL Apple | $2,125,104 | $133,108 â–¼ | -5.9% | 7,344 | 0.2% | Computer and Technology |
VV Vanguard Large-Cap ETF | $2,071,925 | $116,234 â–¼ | -5.3% | 6,025 | 0.2% | ETF |
DISV Dimensional International Small Cap Value ETF | $1,888,848 | $781,937 â–² | 70.6% | 47,068 | 0.2% | ETF |
IBM International Business Machines | $1,865,266 | $1,595,023 â–² | 590.2% | 6,633 | 0.2% | Computer and Technology |
AOR iShares Core 60/40 Balanced Allocation ETF | $1,829,207 | $20,502 â–² | 1.1% | 26,320 | 0.2% | ETF |
GOOG Alphabet | $1,786,790 | $345,203 â–² | 23.9% | 5,057 | 0.2% | Computer and Technology |
ESGU iShares ESG Aware MSCI USA ETF | $1,734,843 | $9,329 â–² | 0.5% | 10,600 | 0.2% | Manufacturing |
XJH iShares ESG Select Screened S&P Mid-Cap ETF | $1,674,197 | $678 â–² | 0.0% | 32,103 | 0.2% | ETF |
PFE Pfizer | $1,407,476 | $117,173 â–² | 9.1% | 58,450 | 0.2% | Medical |
ESGE iShares ESG Aware MSCI EM ETF | $1,345,081 | $16,680 â–¼ | -1.2% | 24,595 | 0.1% | Manufacturing |
XOM ExxonMobil | $1,274,778 | $121,544 â–² | 10.5% | 9,324 | 0.1% | Energy |
VIG Vanguard Dividend Appreciation ETF | $1,204,396 | $148,124 â–² | 14.0% | 5,090 | 0.1% | ETF |
VNQ Vanguard Real Estate ETF | $1,181,636 | $52,939 â–¼ | -4.3% | 12,254 | 0.1% | ETF |
TREX Trex | $1,029,223 | | 0.0% | 20,568 | 0.1% | Construction |
NUSC Nuveen ESG Small-Cap ETF | $978,494 | $11,831 â–¼ | -1.2% | 18,774 | 0.1% | ETF |
NUMV Nuveen ESG Mid-Cap Value ETF | $948,571 | $2,131 â–¼ | -0.2% | 21,811 | 0.1% | ETF |
BMY Bristol Myers Squibb | $916,619 | $150,503 â–¼ | -14.1% | 15,908 | 0.1% | Medical |
NEE NextEra Energy | $838,654 | $9,128 â–¼ | -1.1% | 9,555 | 0.1% | Utilities |
VEU Vanguard FTSE All-World ex-US ETF | $811,200 | $17,839 â–¼ | -2.2% | 9,686 | 0.1% | ETF |
ONTO Onto Innovation | $756,900 | | 0.0% | 2,000 | 0.1% | Computer and Technology |
BRK.A Berkshire Hathaway | $748,850 | | 0.0% | 1 | 0.1% | Finance |
MDY SPDR S&P MidCap 400 ETF Trust | $746,998 | | 0.0% | 1,062 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $733,220 | $733,220 â–² | New Holding | 2,240 | 0.1% | Finance |
NULG Nuveen ESG Large-Cap Growth ETF | $724,829 | $13,228 â–² | 1.9% | 6,192 | 0.1% | ETF |
ACWI iShares MSCI ACWI ETF | $706,365 | | 0.0% | 4,500 | 0.1% | Manufacturing |
NUMG Nuveen ESG Mid-Cap Growth ETF | $684,469 | $47 â–¼ | 0.0% | 14,576 | 0.1% | ETF |
JNJ Johnson & Johnson | $652,195 | $13,968 â–¼ | -2.1% | 2,568 | 0.1% | Medical |
PEG Public Service Enterprise Group | $605,860 | $143,248 â–¼ | -19.1% | 7,465 | 0.1% | Utilities |
VGK Vanguard FTSE Europe ETF | $593,218 | $593,218 â–² | New Holding | 6,700 | 0.1% | ETF |
XLV Health Care Select Sector SPDR Fund | $588,043 | | 0.0% | 3,706 | 0.1% | ETF |
XLK Technology Select Sector SPDR Fund | $572,087 | | 0.0% | 3,003 | 0.1% | ETF |
LLY Eli Lilly and Company | $552,938 | $49,177 â–² | 9.8% | 461 | 0.1% | Medical |
WST West Pharmaceutical Services | $547,116 | | 0.0% | 1,524 | 0.1% | Medical |
MSFT Microsoft | $543,118 | $67,890 â–² | 14.3% | 1,456 | 0.1% | Computer and Technology |
MRK Merck & Co., Inc. | $507,832 | $48,830 â–² | 10.6% | 3,952 | 0.1% | Medical |
GOOGL Alphabet | $502,105 | $235,864 â–² | 88.6% | 1,405 | 0.1% | Computer and Technology |
NULV Nuveen ESG Large-Cap Value ETF | $496,140 | $2,599 â–² | 0.5% | 9,925 | 0.1% | ETF |
NVDA NVIDIA | $479,016 | $208,294 â–² | 76.9% | 2,394 | 0.1% | Computer and Technology |
CVX Chevron | $469,764 | | 0.0% | 2,834 | 0.1% | Energy |
RPG Invesco S&P 500 Pure Growth ETF | $466,489 | | 0.0% | 7,306 | 0.1% | ETF |
ALB Albemarle | $465,875 | $4,186 â–² | 0.9% | 3,450 | 0.1% | Basic Materials |
EFA iShares MSCI EAFE ETF | $453,229 | $70,638 â–² | 18.5% | 4,363 | 0.0% | Finance |
