IVV iShares Core S&P 500 ETF | $77,587,966 | $755,476 ▼ | -1.0% | 147,581 | 10.4% | ETF |
VNQ Vanguard Real Estate ETF | $60,044,955 | $1,245,917 ▼ | -2.0% | 694,322 | 8.1% | ETF |
BND Vanguard Total Bond Market ETF | $49,268,418 | $271,346 ▼ | -0.5% | 678,348 | 6.6% | ETF |
IWF iShares Russell 1000 Growth ETF | $46,049,075 | $838,243 ▼ | -1.8% | 136,624 | 6.2% | ETF |
GTO Invesco Total Return Bond ETF | $35,208,433 | $383,187 ▲ | 1.1% | 752,156 | 4.7% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $33,754,020 | $1,289,096 ▲ | 4.0% | 295,725 | 4.5% | ETF |
IWB iShares Russell 1000 ETF | $30,346,715 | $406,701 ▼ | -1.3% | 105,359 | 4.1% | ETF |
IJR iShares Core S&P Small-Cap ETF | $28,324,149 | $119,472 ▲ | 0.4% | 256,281 | 3.8% | ETF |
EFG iShares MSCI EAFE Growth ETF | $21,411,126 | $43,488 ▲ | 0.2% | 206,293 | 2.9% | ETF |
MUB iShares National Muni Bond ETF | $19,617,193 | $293,210 ▲ | 1.5% | 182,316 | 2.6% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $17,793,686 | $846,477 ▲ | 5.0% | 141,975 | 2.4% | ETF |
IVE iShares S&P 500 Value ETF | $15,388,661 | $211,282 ▼ | -1.4% | 82,376 | 2.1% | ETF |
IWM iShares Russell 2000 ETF | $15,021,185 | $152,258 ▼ | -1.0% | 71,427 | 2.0% | Finance |
IWD iShares Russell 1000 Value ETF | $14,161,184 | $389,923 ▲ | 2.8% | 79,064 | 1.9% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $13,134,885 | $206,816 ▲ | 1.6% | 100,473 | 1.8% | ETF |
IWO iShares Russell 2000 Growth ETF | $12,511,004 | $121,048 ▼ | -1.0% | 46,200 | 1.7% | ETF |
TIP iShares TIPS Bond ETF | $12,220,188 | $358,428 ▲ | 3.0% | 113,771 | 1.6% | ETF |
DFUV Dimensional US Marketwide Value ETF | $11,837,771 | $261,269 ▼ | -2.2% | 289,432 | 1.6% | ETF |
MMIN IQ MacKay Municipal Insured ETF | $11,427,813 | $669,441 ▲ | 6.2% | 470,280 | 1.5% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $11,257,400 | $115,240 ▼ | -1.0% | 163,625 | 1.5% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $10,922,893 | $469,578 ▲ | 4.5% | 261,501 | 1.5% | ETF |
IWN iShares Russell 2000 Value ETF | $9,718,407 | $172,945 ▼ | -1.7% | 61,195 | 1.3% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $9,371,362 | $26,579 ▼ | -0.3% | 114,944 | 1.3% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $9,369,485 | $296,060 ▼ | -3.1% | 185,168 | 1.3% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $9,324,454 | $190,180 ▲ | 2.1% | 147,236 | 1.3% | ETF |
EFV iShares MSCI EAFE Value ETF | $9,019,577 | $72,733 ▲ | 0.8% | 165,801 | 1.2% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $8,634,774 | $162,360 ▲ | 1.9% | 84,029 | 1.2% | ETF |
SCHX Schwab US Large-Cap ETF | $8,484,275 | $10,302 ▼ | -0.1% | 136,711 | 1.1% | ETF |
VOE Vanguard Mid-Cap Value ETF | $8,316,909 | $69,536 ▼ | -0.8% | 53,344 | 1.1% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $8,258,964 | $12,619 ▼ | -0.2% | 70,686 | 1.1% | ETF |
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF | $7,884,106 | $98,009 ▼ | -1.2% | 158,794 | 1.1% | ETF |
VBR Vanguard Small-Cap Value ETF | $6,625,985 | $53,726 ▼ | -0.8% | 34,532 | 0.9% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $6,290,861 | $437,082 ▼ | -6.5% | 67,848 | 0.8% | ETF |
XLRE Real Estate Select Sector SPDR Fund | $6,010,965 | $53,800 ▼ | -0.9% | 152,061 | 0.8% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $5,624,559 | $39,613 ▼ | -0.7% | 23,854 | 0.8% | ETF |
EEM iShares MSCI Emerging Markets ETF | $5,444,940 | $76,737 ▼ | -1.4% | 132,545 | 0.7% | Finance |
MDYV SPDR S&P 400 Mid Cap Value ETF | $5,046,628 | $129,732 ▼ | -2.5% | 66,403 | 0.7% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $4,659,217 | $45,885 ▼ | -1.0% | 85,600 | 0.6% | ETF |
GWX SPDR S&P International Small Cap ETF | $4,327,603 | $9,224 ▼ | -0.2% | 133,239 | 0.6% | ETF |
IVW iShares S&P 500 Growth ETF | $4,144,531 | $295,706 ▼ | -6.7% | 49,083 | 0.6% | ETF |
VB Vanguard Small-Cap ETF | $3,580,139 | $266,076 ▼ | -6.9% | 15,662 | 0.5% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $3,303,576 | $2,889,331 ▲ | 697.5% | 54,389 | 0.4% | ETF |
SCHB Schwab US Broad Market ETF | $3,099,681 | $12,637 ▼ | -0.4% | 50,773 | 0.4% | ETF |
VBK Vanguard Small-Cap Growth ETF | $2,781,622 | $72,480 ▼ | -2.5% | 10,669 | 0.4% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $2,753,596 | $5,318 ▼ | -0.2% | 58,512 | 0.4% | ETF |
RWR SPDR Dow Jones REIT ETF | $2,369,414 | $15,457 ▼ | -0.6% | 25,140 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,100,612 | $6,277 ▼ | -0.3% | 4,016 | 0.3% | Finance |
ESGD iShares ESG Aware MSCI EAFE ETF | $2,064,302 | $13,744 ▼ | -0.7% | 25,833 | 0.3% | Manufacturing |
VEA Vanguard FTSE Developed Markets Index Fund ETF Shares | $2,057,922 | $19,416 ▼ | -0.9% | 41,019 | 0.3% | ETF |
TREX Trex | $2,051,658 | | 0.0% | 20,568 | 0.3% | Construction |
AAPL Apple | $1,919,109 | $218,131 ▲ | 12.8% | 11,191 | 0.3% | Computer and Technology |
AOA iShares Core Aggressive Allocation ETF | $1,777,074 | $249,250 ▲ | 16.3% | 24,191 | 0.2% | ETF |
VTV Vanguard Value ETF | $1,764,273 | $175,564 ▼ | -9.1% | 10,833 | 0.2% | ETF |
AOR iShares Core Growth Allocation ETF | $1,623,633 | $138,453 ▲ | 9.3% | 29,165 | 0.2% | ETF |
PFE Pfizer | $1,442,473 | | 0.0% | 51,981 | 0.2% | Medical |
USRT iShares Core U.S. REIT ETF | $1,413,004 | | 0.0% | 26,264 | 0.2% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $1,384,703 | $22,762 ▼ | -1.6% | 12,045 | 0.2% | Manufacturing |
VUG Vanguard Growth ETF | $1,253,921 | $184,835 ▼ | -12.8% | 3,643 | 0.2% | ETF |
VTI Vanguard Total Stock Market ETF | $1,245,127 | $28,588 ▼ | -2.2% | 4,791 | 0.2% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $1,198,830 | | 0.0% | 33,126 | 0.2% | ETF |
GSY Invesco Ultra Short Duration ETF | $1,144,826 | | 0.0% | 22,947 | 0.2% | ETF |
VV Vanguard Large-Cap ETF | $1,057,061 | $1,199 ▼ | -0.1% | 4,409 | 0.1% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $868,024 | | 0.0% | 1,560 | 0.1% | ETF |
XOM Exxon Mobil | $808,566 | | 0.0% | 6,956 | 0.1% | Oils/Energy |
NEE NextEra Energy | $727,988 | | 0.0% | 11,391 | 0.1% | Utilities |
XLV Health Care Select Sector SPDR Fund | $706,638 | $24,525 ▼ | -3.4% | 4,783 | 0.1% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $688,224 | $82,817 ▼ | -10.7% | 11,734 | 0.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $667,440 | | 0.0% | 3,655 | 0.1% | ETF |
NUSC Nuveen ESG Small-Cap ETF | $633,879 | $42,797 ▲ | 7.2% | 15,241 | 0.1% | ETF |
ESGE iShares ESG Aware MSCI EM ETF | $620,304 | $8,541 ▲ | 1.4% | 19,246 | 0.1% | Manufacturing |
GOOG Alphabet | $612,086 | $6,090 ▲ | 1.0% | 4,020 | 0.1% | Computer and Technology |
MSFT Microsoft | $557,875 | | 0.0% | 1,326 | 0.1% | Computer and Technology |
ALB Albemarle | $553,177 | | 0.0% | 4,199 | 0.1% | Basic Materials |
NULG Nuveen ESG Large-Cap Growth ETF | $512,081 | $73,841 ▼ | -12.6% | 6,713 | 0.1% | ETF |
AOM iShares Core Moderate Allocation ETF | $503,860 | $941 ▼ | -0.2% | 11,778 | 0.1% | ETF |
PEG Public Service Enterprise Group | $476,142 | $254,365 ▼ | -34.8% | 7,130 | 0.1% | Utilities |
EFA iShares MSCI EAFE ETF | $471,699 | $5,829 ▼ | -1.2% | 5,907 | 0.1% | Finance |
NULV Nuveen ESG Large-Cap Value ETF | $456,451 | $21,723 ▼ | -4.5% | 11,746 | 0.1% | ETF |
MDYG SPDR S&P 400 Mid CapGrowth ETF | $452,250 | | 0.0% | 5,181 | 0.1% | ETF |
IEFA iShares Core MSCI EAFE ETF | $424,117 | $40,898 ▼ | -8.8% | 5,714 | 0.1% | ETF |
NUMV Nuveen ESG Mid-Cap Value ETF | $415,202 | $11,047 ▼ | -2.6% | 12,140 | 0.1% | ETF |
RPG Invesco S&P 500 Pure Growth ETF | $414,863 | $80,858 ▼ | -16.3% | 11,298 | 0.1% | ETF |
MRK Merck & Co., Inc. | $407,330 | $13,591 ▼ | -3.2% | 3,087 | 0.1% | Medical |
UNP Union Pacific | $403,961 | $10,326 ▼ | -2.5% | 1,643 | 0.1% | Transportation |
NUMG Nuveen ESG Mid-Cap Growth ETF | $399,681 | $3,025 ▲ | 0.8% | 8,986 | 0.1% | ETF |
SYK Stryker | $390,795 | | 0.0% | 1,092 | 0.1% | Medical |
ONTO Onto Innovation | $362,160 | | 0.0% | 2,000 | 0.0% | Computer and Technology |
JNJ Johnson & Johnson | $356,403 | $169,106 ▼ | -32.2% | 2,253 | 0.0% | Medical |
DFIV Dimensional International Value ETF | $355,667 | | 0.0% | 9,678 | 0.0% | ETF |
UNH UnitedHealth Group | $345,796 | | 0.0% | 699 | 0.0% | Medical |
XLK Technology Select Sector SPDR Fund | $341,514 | $2,291 ▼ | -0.7% | 1,640 | 0.0% | ETF |
CVX Chevron | $338,668 | | 0.0% | 2,147 | 0.0% | Oils/Energy |
MCD McDonald's | $285,662 | | 0.0% | 1,013 | 0.0% | Retail/Wholesale |
BA Boeing | $278,292 | | 0.0% | 1,442 | 0.0% | Aerospace |
WTRG Essential Utilities | $263,167 | | 0.0% | 7,103 | 0.0% | Utilities |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $259,178 | | 0.0% | 6,436 | 0.0% | ETF |
VGT Vanguard Information Technology ETF | $0 | $254,100 ▼ | -100.0% | 0 | 0.0% | ETF |
ZTS Zoetis | $0 | $226,976 ▼ | -100.0% | 0 | 0.0% | Medical |
BRK.B Berkshire Hathaway | $0 | $206,507 ▼ | -100.0% | 0 | 0.0% | Finance |
