IVV iShares Core S&P 500 ETF | $97,294,987 | $4,021,161 ▲ | 4.3% | 148,949 | 12.0% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $42,718,039 | $263,164 ▲ | 0.6% | 632,579 | 5.2% | ETF |
GTO Invesco Total Return Bond ETF | $39,294,774 | $1,227,976 ▲ | 3.2% | 839,094 | 4.8% | ETF |
IWF iShares Russell 1000 Growth ETF | $39,046,265 | $126,214 ▲ | 0.3% | 91,572 | 4.8% | ETF |
IJR iShares Core S&P Small-Cap ETF | $34,995,445 | $445,278 ▼ | -1.3% | 281,518 | 4.3% | ETF |
IWB iShares Russell 1000 ETF | $33,707,937 | $454,612 ▼ | -1.3% | 94,537 | 4.1% | ETF |
IWX iShares Russell Top 200 Value ETF | $25,019,765 | $2,560,006 ▲ | 11.4% | 269,988 | 3.1% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $24,828,240 | $1,410,985 ▼ | -5.4% | 193,789 | 3.1% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $20,857,341 | $201,267 ▼ | -1.0% | 143,113 | 2.6% | ETF |
EFG iShares MSCI EAFE Growth ETF | $20,840,629 | $716,108 ▼ | -3.3% | 187,130 | 2.6% | ETF |
IWY iShares Russell Top 200 Growth ETF | $19,358,084 | $1,816,290 ▲ | 10.4% | 77,793 | 2.4% | ETF |
VO Vanguard Mid-Cap ETF | $18,661,722 | $9,477 ▼ | -0.1% | 64,983 | 2.3% | ETF |
MUB iShares National Muni Bond ETF | $17,987,905 | $593,062 ▼ | -3.2% | 169,457 | 2.2% | ETF |
IWD iShares Russell 1000 Value ETF | $17,200,614 | $307,043 ▼ | -1.8% | 80,501 | 2.1% | ETF |
IVE iShares S&P 500 Value ETF | $15,811,170 | $361,701 ▼ | -2.2% | 74,881 | 1.9% | ETF |
TIP iShares TIPS Bond ETF | $15,473,451 | $468,809 ▲ | 3.1% | 140,209 | 1.9% | ETF |
IWM iShares Russell 2000 ETF | $14,748,848 | $706,306 ▼ | -4.6% | 59,471 | 1.8% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $14,245,339 | $556,930 ▼ | -3.8% | 263,559 | 1.8% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $13,736,292 | $712,551 ▼ | -4.9% | 94,923 | 1.7% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $13,396,936 | $113,146 ▼ | -0.8% | 170,857 | 1.6% | ETF |
VOE Vanguard Mid-Cap Value ETF | $13,226,695 | $262,046 ▼ | -1.9% | 71,775 | 1.6% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $12,871,582 | $730,548 ▼ | -5.4% | 136,583 | 1.6% | ETF |
IWO iShares Russell 2000 Growth ETF | $12,820,157 | $626,369 ▼ | -4.7% | 40,853 | 1.6% | ETF |
EFV iShares MSCI EAFE Value ETF | $11,981,632 | $537,252 ▼ | -4.3% | 161,152 | 1.5% | ETF |
MMIN NYLI MacKay Municipal Insured ETF | $11,900,430 | $210,189 ▲ | 1.8% | 501,916 | 1.5% | ETF |
DFUV Dimensional US Marketwide Value ETF | $10,731,977 | $380,362 ▼ | -3.4% | 221,461 | 1.3% | ETF |
IWN iShares Russell 2000 Value ETF | $10,095,099 | $411,221 ▼ | -3.9% | 53,247 | 1.2% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $9,700,784 | $782,715 ▼ | -7.5% | 81,898 | 1.2% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $9,534,564 | $342,025 ▼ | -3.5% | 65,399 | 1.2% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $9,514,434 | $194,701 ▼ | -2.0% | 107,556 | 1.2% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $9,503,535 | $462,206 ▲ | 5.1% | 36,928 | 1.2% | ETF |
SCHX Schwab US Large-Cap ETF | $9,083,603 | $73,356 ▼ | -0.8% | 354,275 | 1.1% | ETF |
PXF Invesco RAFI Developed Markets ex-U.S. ETF | $9,014,869 | $574,998 ▼ | -6.0% | 128,968 | 1.1% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $8,849,132 | $172,120 ▼ | -1.9% | 177,373 | 1.1% | ETF |
VBR Vanguard Small-Cap Value ETF | $8,079,294 | $192,049 ▼ | -2.3% | 37,189 | 1.0% | ETF |
BND Vanguard Total Bond Market ETF | $6,829,218 | $211,420 ▲ | 3.2% | 92,738 | 0.8% | ETF |
EEM iShares MSCI Emerging Markets ETF | $6,685,622 | $99,837 ▼ | -1.5% | 117,725 | 0.8% | Finance |
VB Vanguard Small-Cap ETF | $5,804,302 | $65,741 ▲ | 1.1% | 22,161 | 0.7% | ETF |
GWX SPDR S&P International Small Cap ETF | $5,305,567 | $36,360 ▼ | -0.7% | 125,635 | 0.7% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $4,738,221 | $317,809 ▼ | -6.3% | 75,872 | 0.6% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $4,482,807 | $197,463 ▼ | -4.2% | 52,646 | 0.6% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $4,457,887 | $117,278 ▼ | -2.6% | 153,034 | 0.5% | ETF |
VBK Vanguard Small-Cap Growth ETF | $4,191,501 | $63,169 ▼ | -1.5% | 13,868 | 0.5% | ETF |
IVW iShares S&P 500 Growth ETF | $3,841,669 | $405,047 ▼ | -9.5% | 33,964 | 0.5% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $3,283,213 | $255,424 ▼ | -7.2% | 51,236 | 0.4% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $3,200,994 | $6,514 ▲ | 0.2% | 67,318 | 0.4% | ETF |
SCHB Schwab US Broad Market ETF | $2,984,351 | $20,507 ▼ | -0.7% | 118,898 | 0.4% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $2,661,007 | $88,735 ▲ | 3.4% | 27,829 | 0.3% | Manufacturing |
DFIV Dimensional International Value ETF | $2,456,970 | $1,139,946 ▲ | 86.6% | 46,551 | 0.3% | ETF |
VTV Vanguard Value ETF | $2,445,437 | $77,303 ▲ | 3.3% | 12,464 | 0.3% | ETF |
AOA iShares Core 80/20 Aggressive Allocation ETF | $2,402,167 | $240,960 ▼ | -9.1% | 27,146 | 0.3% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $2,386,828 | $28,943 ▼ | -1.2% | 50,881 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,370,699 | $214,631 ▲ | 10.0% | 3,645 | 0.3% | Finance |
HMOP Hartford Municipal Opportunities ETF | $2,031,783 | $1,090,872 ▲ | 115.9% | 52,447 | 0.2% | ETF |
VTI Vanguard Total Stock Market ETF | $1,985,427 | $44,912 ▲ | 2.3% | 6,189 | 0.2% | ETF |
AAPL Apple | $1,980,528 | $100,752 ▲ | 5.4% | 7,804 | 0.2% | Computer and Technology |
VV Vanguard Large-Cap ETF | $1,901,625 | $2,092 ▲ | 0.1% | 6,363 | 0.2% | ETF |
VUG Vanguard Growth ETF | $1,889,991 | $731,624 ▲ | 63.2% | 4,327 | 0.2% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $1,818,088 | $1,112,474 ▲ | 157.7% | 52,622 | 0.2% | ETF |
AOR iShares Core 60/40 Balanced Allocation ETF | $1,674,739 | $88,933 ▲ | 5.6% | 26,025 | 0.2% | ETF |
DFSV Dimensional US Small Cap Value ETF | $1,632,230 | $720,456 ▲ | 79.0% | 46,582 | 0.2% | ETF |
PFE Pfizer | $1,504,639 | $18,280 ▲ | 1.2% | 53,584 | 0.2% | Medical |
ESGU iShares ESG Aware MSCI USA ETF | $1,491,028 | $98,006 ▲ | 7.0% | 10,543 | 0.2% | Manufacturing |
XJH iShares ESG Select Screened S&P Mid-Cap ETF | $1,455,918 | $14,791 ▲ | 1.0% | 32,090 | 0.2% | ETF |
XOM ExxonMobil | $1,431,083 | $39,191 ▲ | 2.8% | 8,435 | 0.2% | Energy |
GOOG Alphabet | $1,170,389 | $41,021 ▼ | -3.4% | 4,080 | 0.1% | Computer and Technology |
VNQ Vanguard Real Estate ETF | $1,135,638 | $22,530 ▲ | 2.0% | 12,803 | 0.1% | ETF |
ESGE iShares ESG Aware MSCI EM ETF | $1,132,225 | $7,139 ▲ | 0.6% | 24,900 | 0.1% | Manufacturing |
BMY Bristol Myers Squibb | $1,123,238 | $485 ▲ | 0.0% | 18,520 | 0.1% | Medical |
DISV Dimensional International Small Cap Value ETF | $1,087,881 | $415,069 ▲ | 61.7% | 27,583 | 0.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $960,028 | | 0.0% | 4,464 | 0.1% | ETF |
NEE NextEra Energy | $897,111 | $43,560 ▼ | -4.6% | 9,659 | 0.1% | Utilities |
NUSC Nuveen ESG Small-Cap ETF | $856,179 | $63,084 ▲ | 8.0% | 19,001 | 0.1% | ETF |
NUMV Nuveen ESG Mid-Cap Value ETF | $847,522 | $1,124 ▼ | -0.1% | 21,860 | 0.1% | ETF |
TREX Trex | $749,087 | | 0.0% | 20,568 | 0.1% | Construction |
PEG Public Service Enterprise Group | $747,169 | | 0.0% | 9,230 | 0.1% | Utilities |
VEU Vanguard FTSE All-World ex-US ETF | $743,396 | $225 ▲ | 0.0% | 9,899 | 0.1% | ETF |
BRK.A Berkshire Hathaway | $718,140 | | 0.0% | 1 | 0.1% | Finance |
MDY SPDR S&P MidCap 400 ETF Trust | $655,043 | $334,923 ▼ | -33.8% | 1,062 | 0.1% | ETF |
JNJ Johnson & Johnson | $641,167 | $56,221 ▲ | 9.6% | 2,623 | 0.1% | Medical |
ACWI iShares MSCI ACWI ETF | $622,665 | $622,665 ▲ | New Holding | 4,500 | 0.1% | Manufacturing |
ALB Albemarle | $613,814 | | 0.0% | 3,419 | 0.1% | Basic Materials |
NUMG Nuveen ESG Mid-Cap Growth ETF | $598,805 | $10,804 ▲ | 1.8% | 14,577 | 0.1% | ETF |
CVX Chevron | $586,355 | $79,863 ▲ | 15.8% | 2,834 | 0.1% | Energy |
NULG Nuveen ESG Large-Cap Growth ETF | $552,819 | $172,875 ▲ | 45.5% | 6,079 | 0.1% | ETF |
XLV Health Care Select Sector SPDR Fund | $543,382 | $22,433 ▲ | 4.3% | 3,706 | 0.1% | ETF |
MSFT Microsoft | $471,597 | $54,045 ▼ | -10.3% | 1,274 | 0.1% | Computer and Technology |
NULV Nuveen ESG Large-Cap Value ETF | $449,211 | $637 ▼ | -0.1% | 9,873 | 0.1% | ETF |
MRK Merck & Co., Inc. | $429,676 | $7,578 ▼ | -1.7% | 3,572 | 0.1% | Medical |
ONTO Onto Innovation | $410,140 | | 0.0% | 2,000 | 0.1% | Computer and Technology |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $405,558 | $405,558 ▲ | New Holding | 4,617 | 0.0% | Manufacturing |
IEFA iShares Core MSCI EAFE ETF | $401,611 | $62,378 ▲ | 18.4% | 4,436 | 0.0% | ETF |
XLK Technology Select Sector SPDR Fund | $399,068 | $4,252 ▼ | -1.1% | 3,003 | 0.0% | ETF |
AOM iShares Core 40/60 Moderate Allocation ETF | $387,129 | $27,523 ▼ | -6.6% | 8,172 | 0.0% | ETF |
LLY Eli Lilly and Company | $386,304 | $61,625 ▼ | -13.8% | 420 | 0.0% | Medical |
WST West Pharmaceutical Services | $381,976 | | 0.0% | 1,524 | 0.0% | Medical |
SYK Stryker | $358,821 | | 0.0% | 1,092 | 0.0% | Medical |
EFA iShares MSCI EAFE ETF | $357,730 | | 0.0% | 3,683 | 0.0% | Finance |
RPG Invesco S&P 500 Pure Growth ETF | $341,483 | | 0.0% | 7,306 | 0.0% | ETF |
ESGV Vanguard ESG U.S. Stock ETF | $338,719 | | 0.0% | 3,017 | 0.0% | ETF |
