SPDW SPDR Portfolio Developed World ex-US ETF | $67,976,818 | $4,153,870 ▲ | 6.5% | 1,678,854 | 10.2% | ETF |
VO Vanguard Mid-Cap ETF | $67,051,066 | $2,411,011 ▲ | 3.7% | 239,614 | 10.0% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $47,924,817 | $1,830,561 ▲ | 4.0% | 1,640,699 | 7.2% | ETF |
MMIT NYLI MacKay Shields Municipal Intermediate ETF | $43,842,644 | $1,847,993 ▲ | 4.4% | 1,838,266 | 6.6% | ETF |
SCHX Schwab US Large-Cap ETF | $37,887,566 | $1,025,429 ▲ | 2.8% | 1,550,228 | 5.7% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $34,753,723 | $21,527,848 ▲ | 162.8% | 578,939 | 5.2% | ETF |
MUB iShares National Muni Bond ETF | $29,697,698 | $1,288,760 ▼ | -4.2% | 284,243 | 4.4% | ETF |
VNLA Janus Henderson Short Duration Income ETF | $25,260,488 | $70,750 ▼ | -0.3% | 513,425 | 3.8% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $20,244,206 | $4,629,668 ▼ | -18.6% | 152,166 | 3.0% | ETF |
IWF iShares Russell 1000 Growth ETF | $18,951,380 | $832,594 ▲ | 4.6% | 44,636 | 2.8% | ETF |
JPIE JPMorgan Income ETF | $15,384,163 | $4,389,791 ▲ | 39.9% | 332,128 | 2.3% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $14,131,318 | $4,375,695 ▲ | 44.9% | 247,874 | 2.1% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $12,512,801 | $3,356,352 ▲ | 36.7% | 446,089 | 1.9% | ETF |
FBND Fidelity Total Bond ETF | $11,935,742 | $2,917,244 ▲ | 32.3% | 260,891 | 1.8% | ETF |
VOO Vanguard S&P 500 ETF | $11,759,576 | $504,420 ▲ | 4.5% | 20,702 | 1.8% | ETF |
IJR iShares Core S&P Small-Cap ETF | $11,087,983 | $223,935 ▲ | 2.1% | 101,455 | 1.7% | ETF |
MSFT Microsoft | $11,067,825 | $319,833 ▼ | -2.8% | 22,251 | 1.7% | Computer and Technology |
FEDERATED HERMES ETF TRUST
| $10,244,856 | $1,272,192 ▼ | -11.0% | 408,162 | 1.5% | HERMES TOTAL RET |
VBK Vanguard Small-Cap Growth ETF | $9,023,536 | $8,445,285 ▲ | 1,460.5% | 32,583 | 1.3% | ETF |
MMIN NYLI MacKay Municipal Insured ETF | $8,503,605 | $2,126,595 ▲ | 33.3% | 364,805 | 1.3% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $8,189,507 | $2,898,346 ▲ | 54.8% | 295,971 | 1.2% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $8,073,652 | $3,165,369 ▲ | 64.5% | 164,668 | 1.2% | ETF |
EFA iShares MSCI EAFE ETF | $7,625,812 | $11,263 ▲ | 0.1% | 85,309 | 1.1% | Finance |
SPY SPDR S&P 500 ETF Trust | $7,137,481 | $3,552,058 ▲ | 99.1% | 11,552 | 1.1% | Finance |
IWR iShares Russell Mid-Cap ETF | $6,910,852 | $22,073 ▼ | -0.3% | 75,142 | 1.0% | ETF |
AAPL Apple | $5,589,236 | $354,123 ▼ | -6.0% | 27,242 | 0.8% | Computer and Technology |
JHML John Hancock Multifactor Large Cap ETF | $4,766,632 | $217,859 ▲ | 4.8% | 64,982 | 0.7% | ETF |
FHI Federated Hermes | $3,537,667 | $429,151 ▼ | -10.8% | 79,821 | 0.5% | Finance |
IVV iShares Core S&P 500 ETF | $3,449,210 | $68,301 ▼ | -1.9% | 5,555 | 0.5% | ETF |
RJF Raymond James Financial | $3,304,510 | | 0.0% | 21,546 | 0.5% | Finance |
PRCH Porch Group | $3,262,093 | $77,731 ▼ | -2.3% | 276,683 | 0.5% | Computer and Technology |
IEFA iShares Core MSCI EAFE ETF | $2,946,009 | $1,352,125 ▲ | 84.8% | 35,290 | 0.4% | ETF |
IVW iShares S&P 500 Growth ETF | $2,870,968 | $727,321 ▲ | 33.9% | 26,076 | 0.4% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $2,851,867 | $1,875,728 ▲ | 192.2% | 26,116 | 0.4% | ETF |
SCHF Schwab International Equity ETF | $2,736,124 | | 0.0% | 123,807 | 0.4% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $2,553,063 | $81,848 ▲ | 3.3% | 35,123 | 0.4% | ETF |
DSI iShares ESG MSCI KLD 400 ETF | $2,539,606 | | 0.0% | 21,863 | 0.4% | ETF |
VBR Vanguard Small-Cap Value ETF | $2,408,278 | $2,188,510 ▲ | 995.8% | 12,350 | 0.4% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $2,382,865 | $413,641 ▲ | 21.0% | 79,060 | 0.4% | ETF |
PNC The PNC Financial Services Group | $2,211,873 | $146,526 ▲ | 7.1% | 11,865 | 0.3% | Finance |
BRK.A Berkshire Hathaway | $2,186,400 | | 0.0% | 3 | 0.3% | Finance |
IVE iShares S&P 500 Value ETF | $2,143,757 | $954,236 ▲ | 80.2% | 10,970 | 0.3% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $2,072,663 | $2,072,663 ▲ | New Holding | 57,831 | 0.3% | ETF |
GLD SPDR Gold Shares | $2,025,291 | $75,293 ▼ | -3.6% | 6,644 | 0.3% | Finance |
VTI Vanguard Total Stock Market ETF | $2,022,046 | | 0.0% | 6,653 | 0.3% | ETF |
ETN Eaton | $1,988,077 | | 0.0% | 5,569 | 0.3% | Industrials |
BN Brookfield | $1,985,818 | | 0.0% | 32,107 | 0.3% | Finance |
VB Vanguard Small-Cap ETF | $1,950,819 | $1,404,343 ▲ | 257.0% | 8,232 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $1,876,650 | $55,375 ▼ | -2.9% | 6,473 | 0.3% | Finance |
XOM Exxon Mobil | $1,732,346 | $323 ▼ | 0.0% | 16,070 | 0.3% | Energy |
JGRO JPMorgan Active Growth ETF | $1,709,806 | $103,716 ▼ | -5.7% | 19,865 | 0.3% | ETF |
CBZ CBIZ | $1,675,791 | $19,649 ▼ | -1.2% | 23,369 | 0.3% | Business Services |
ANSS ANSYS | $1,653,193 | $2,810 ▼ | -0.2% | 4,707 | 0.2% | Computer and Technology |
IJH iShares Core S&P Mid-Cap ETF | $1,396,983 | $226,618 ▼ | -14.0% | 22,525 | 0.2% | ETF |
GOOGL Alphabet | $1,334,787 | $167,069 ▼ | -11.1% | 7,574 | 0.2% | Computer and Technology |
ESGD iShares ESG Aware MSCI EAFE ETF | $1,253,273 | $162,202 ▲ | 14.9% | 14,047 | 0.2% | Manufacturing |
AMZN Amazon.com | $1,227,048 | $157,741 ▼ | -11.4% | 5,593 | 0.2% | Retail/Wholesale |
SCHA Schwab US Small-Cap ETF | $1,214,451 | $34,813 ▼ | -2.8% | 48,002 | 0.2% | ETF |
REMITLY GLOBAL INC
| $1,179,657 | $84,277 ▼ | -6.7% | 62,848 | 0.2% | COM |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $1,074,597 | | 0.0% | 42,694 | 0.2% | Manufacturing |
VNQ Vanguard Real Estate ETF | $1,027,566 | $46,489 ▼ | -4.3% | 11,538 | 0.2% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $956,880 | $483,816 ▲ | 102.3% | 7,743 | 0.1% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $950,741 | $456,538 ▲ | 92.4% | 10,450 | 0.1% | ETF |
GRAYSCALE BITCOIN TRUST ETF
| $948,824 | | 0.0% | 11,185 | 0.1% | SHS REP COM UT |
GOOG Alphabet | $934,845 | $21,287 ▼ | -2.2% | 5,270 | 0.1% | Computer and Technology |
V Visa | $925,260 | $50,417 ▼ | -5.2% | 2,606 | 0.1% | Business Services |
VONV Vanguard Russell 1000 Value ETF | $921,972 | $636,007 ▲ | 222.4% | 10,820 | 0.1% | ETF |
QQQ Invesco QQQ | $878,905 | $99,863 ▲ | 12.8% | 1,593 | 0.1% | Finance |
IJS iShares S&P Small-Cap 600 Value ETF | $878,880 | $407,902 ▲ | 86.6% | 8,834 | 0.1% | ETF |
TJX TJX Companies | $870,975 | $654,497 ▲ | 302.3% | 7,053 | 0.1% | Retail/Wholesale |
SUSC iShares ESG Aware USD Corporate Bond ETF | $850,659 | $156,500 ▲ | 22.5% | 36,619 | 0.1% | Manufacturing |
META Meta Platforms | $838,481 | $118,834 ▼ | -12.4% | 1,136 | 0.1% | Computer and Technology |
NFLX Netflix | $820,887 | $72,313 ▼ | -8.1% | 613 | 0.1% | Consumer Discretionary |
ORCL Oracle | $805,870 | | 0.0% | 3,686 | 0.1% | Computer and Technology |
NVDA NVIDIA | $794,848 | $427,995 ▼ | -35.0% | 5,031 | 0.1% | Computer and Technology |
AMGN Amgen | $753,867 | $10,052 ▼ | -1.3% | 2,700 | 0.1% | Medical |
GDX VanEck Gold Miners ETF | $741,803 | | 0.0% | 14,249 | 0.1% | ETF |
COST Costco Wholesale | $736,515 | $51,477 ▼ | -6.5% | 744 | 0.1% | Retail/Wholesale |
WMT Walmart | $735,110 | $22,587 ▼ | -3.0% | 7,518 | 0.1% | Retail/Wholesale |
MDYG SPDR S&P 400 Mid Cap Growth ETF | $689,661 | | 0.0% | 7,939 | 0.1% | ETF |
IWM iShares Russell 2000 ETF | $675,638 | $8,200 ▲ | 1.2% | 3,131 | 0.1% | Finance |
EFG iShares MSCI EAFE Growth ETF | $659,008 | | 0.0% | 5,884 | 0.1% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $644,230 | | 0.0% | 1,462 | 0.1% | Finance |
XLE Energy Select Sector SPDR Fund | $628,201 | $395,647 ▲ | 170.1% | 7,407 | 0.1% | ETF |
UBER Uber Technologies | $619,524 | $15,395 ▲ | 2.5% | 6,640 | 0.1% | Computer and Technology |
IWO iShares Russell 2000 Growth ETF | $612,884 | $30,587 ▲ | 5.3% | 2,144 | 0.1% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $591,295 | $15,060 ▼ | -2.5% | 25,443 | 0.1% | ETF |
ESGE iShares ESG Aware MSCI EM ETF | $533,535 | $160,049 ▼ | -23.1% | 13,621 | 0.1% | Manufacturing |
TRS TriMas | $528,541 | | 0.0% | 18,474 | 0.1% | Industrials |
MCD McDonald's | $528,243 | $26,295 ▼ | -4.7% | 1,808 | 0.1% | Retail/Wholesale |
FMNB Farmers National Banc | $511,416 | | 0.0% | 37,086 | 0.1% | Finance |
MFC Manulife Financial | $506,246 | $2,237 ▼ | -0.4% | 15,840 | 0.1% | Finance |
BIP Brookfield Infrastructure Partners | $504,410 | | 0.0% | 15,057 | 0.1% | Finance |
BRK.B Berkshire Hathaway | $499,857 | $54,406 ▼ | -9.8% | 1,029 | 0.1% | Finance |
IJUL Innovator MSCI EAFE Power Buffer ETF - July | $493,026 | $493,026 ▲ | New Holding | 15,436 | 0.1% | ETF |
IBM International Business Machines | $460,176 | $15,624 ▼ | -3.3% | 1,561 | 0.1% | Computer and Technology |
XLK Technology Select Sector SPDR Fund | $455,626 | | 0.0% | 1,799 | 0.1% | ETF |
NEE NextEra Energy | $450,043 | $159,039 ▲ | 54.7% | 6,483 | 0.1% | Utilities |
FIDELITY WISE ORIGIN BITCOIN
| $442,881 | $442,881 ▲ | New Holding | 4,712 | 0.1% | SHS |
GTO Invesco Total Return Bond ETF | $440,063 | $456,146 ▼ | -50.9% | 9,385 | 0.1% | ETF |
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