IJJ iShares S&P Mid-Cap 400 Value ETF | $14,582,884 | $246,555 ▲ | 1.7% | 127,875 | 6.3% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $13,544,932 | $414,339 ▲ | 3.2% | 108,238 | 5.9% | ETF |
IAU iShares Gold Trust | $13,494,252 | $10,967 ▼ | -0.1% | 345,741 | 5.8% | Finance |
IVW iShares S&P 500 Growth ETF | $12,969,039 | $108,069 ▼ | -0.8% | 172,690 | 5.6% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $12,596,872 | $59,811 ▲ | 0.5% | 159,011 | 5.5% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $8,917,271 | $13,502 ▲ | 0.2% | 86,517 | 3.9% | ETF |
FNDX Schwab Fundamental U.S. Large Company Index ETF | $8,607,569 | $116,385 ▲ | 1.4% | 138,966 | 3.7% | ETF |
DFIV Dimensional International Value ETF | $7,794,387 | $1,054,233 ▲ | 15.6% | 226,845 | 3.4% | ETF |
VYM Vanguard High Dividend Yield Index Fund ETF Shares | $7,394,583 | $301,177 ▲ | 4.2% | 66,242 | 3.2% | ETF |
IVV iShares Core S&P 500 ETF | $6,309,377 | $64,001 ▲ | 1.0% | 13,210 | 2.7% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $5,258,671 | $293,833 ▲ | 5.9% | 68,849 | 2.3% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $4,551,562 | $107,255 ▼ | -2.3% | 16,423 | 2.0% | ETF |
DISV Dimensional International Small Cap Value ETF | $4,455,605 | $447,989 ▲ | 11.2% | 172,798 | 1.9% | ETF |
IVE iShares S&P 500 Value ETF | $4,331,034 | $123,287 ▲ | 2.9% | 24,907 | 1.9% | ETF |
DFSV Dimensional US Small Cap Value ETF | $4,128,220 | $352,992 ▲ | 9.4% | 141,766 | 1.8% | ETF |
XBJA Innovator U.S. Equity Accelerated 9 Buffer ETF - January | $4,029,482 | $812,496 ▲ | 25.3% | 156,424 | 1.7% | ETF |
EFG iShares MSCI EAFE Growth ETF | $3,755,315 | $134,814 ▲ | 3.7% | 38,775 | 1.6% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $3,620,815 | $304,843 ▼ | -7.8% | 157,153 | 1.6% | ETF |
IDV iShares International Select Dividend ETF | $3,398,227 | $108,153 ▼ | -3.1% | 121,409 | 1.5% | ETF |
DFIP Dimensional Inflation-Protected Securities ETF | $3,242,117 | $1,012,965 ▲ | 45.4% | 78,540 | 1.4% | ETF |
BSV Vanguard Short-Term Bond ETF | $3,205,337 | $445,868 ▲ | 16.2% | 41,617 | 1.4% | ETF |
VOE Vanguard Mid-Cap Value ETF | $3,070,013 | $15,226 ▲ | 0.5% | 21,171 | 1.3% | ETF |
GLD SPDR Gold Shares | $3,064,837 | $101,511 ▼ | -3.2% | 16,032 | 1.3% | Finance |
MUB iShares National Muni Bond ETF | $3,013,540 | $1,083,652 ▲ | 56.2% | 27,798 | 1.3% | ETF |
VNQ Vanguard Real Estate ETF | $3,011,277 | $88,182 ▲ | 3.0% | 34,080 | 1.3% | ETF |
AAPL Apple | $2,982,242 | $48,902 ▼ | -1.6% | 15,490 | 1.3% | Computer and Technology |
QQQ Invesco QQQ | $2,758,095 | $11,057 ▲ | 0.4% | 6,735 | 1.2% | Finance |
DFEV Dimensional Emerging Markets Value ETF | $2,576,108 | $554,347 ▲ | 27.4% | 102,227 | 1.1% | ETF |
FNDC Schwab Fundamental International Small Cap Company Index ETF | $2,534,637 | $86,279 ▼ | -3.3% | 72,709 | 1.1% | ETF |
VBR Vanguard Small-Cap Value ETF | $2,349,050 | $33,656 ▲ | 1.5% | 13,052 | 1.0% | ETF |
DFGR Dimensional Global Real Estate ETF | $2,259,216 | $493,047 ▲ | 27.9% | 86,960 | 1.0% | ETF |
VBK Vanguard Small-Cap Growth ETF | $2,254,454 | $3,868 ▼ | -0.2% | 9,325 | 1.0% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $2,173,389 | $220 ▲ | 0.0% | 9,898 | 0.9% | ETF |
VEA Vanguard FTSE Developed Markets Index Fund ETF Shares | $2,029,350 | $104,567 ▼ | -4.9% | 42,366 | 0.9% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $1,960,881 | $1,674,950 ▲ | 585.8% | 38,411 | 0.8% | ETF |
TIP iShares TIPS Bond ETF | $1,890,415 | $117,593 ▲ | 6.6% | 17,587 | 0.8% | ETF |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | $1,848,012 | $19,469 ▲ | 1.1% | 37,019 | 0.8% | Finance |
VTES Vanguard Short-Term Tax-Exempt Bond ETF | $1,771,054 | $1,361,858 ▲ | 332.8% | 17,464 | 0.8% | ETF |
JNJ Johnson & Johnson | $1,627,431 | $15,517 ▲ | 1.0% | 10,383 | 0.7% | Medical |
VCSH Vanguard Short-Term Corporate Bond ETF | $1,533,274 | $774,413 ▲ | 102.0% | 19,817 | 0.7% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $1,492,104 | $44,940 ▲ | 3.1% | 24,105 | 0.6% | ETF |
BND Vanguard Total Bond Market ETF | $1,447,646 | $942,272 ▲ | 186.5% | 19,682 | 0.6% | ETF |
PRF Invesco FTSE RAFI US 1000 ETF | $1,390,135 | $50,442 ▼ | -3.5% | 39,492 | 0.6% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $1,386,511 | $184,545 ▲ | 15.4% | 29,196 | 0.6% | Manufacturing |
IJR iShares Core S&P Small-Cap ETF | $1,380,340 | $974 ▲ | 0.1% | 12,751 | 0.6% | ETF |
BNDX Vanguard Total International Bond ETF | $1,350,577 | $200,274 ▲ | 17.4% | 27,359 | 0.6% | ETF |
SIGI Selective Insurance Group | $1,306,968 | | 0.0% | 13,138 | 0.6% | Finance |
SPY SPDR S&P 500 ETF Trust | $1,299,273 | $950 ▼ | -0.1% | 2,734 | 0.6% | Finance |
MSFT Microsoft | $1,267,965 | $379,036 ▲ | 42.6% | 3,372 | 0.5% | Computer and Technology |
DFAR Dimensional US Real Estate ETF | $1,149,067 | $281,019 ▲ | 32.4% | 50,531 | 0.5% | ETF |
XOM Exxon Mobil | $1,112,876 | $196,061 ▲ | 21.4% | 11,131 | 0.5% | Oils/Energy |
BDX Becton, Dickinson and Company | $994,961 | $651,442 ▲ | 189.6% | 4,081 | 0.4% | Medical |
LBAI Lakeland Bancorp | $933,264 | $19,227 ▼ | -2.0% | 63,101 | 0.4% | Finance |
BRK.B Berkshire Hathaway | $919,826 | $69,905 ▲ | 8.2% | 2,579 | 0.4% | Finance |
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF | $747,200 | $4,911 ▼ | -0.7% | 19,931 | 0.3% | Manufacturing |
DE Deere & Company | $721,765 | $59,581 ▲ | 9.0% | 1,805 | 0.3% | Industrial Products |
PJAN Innovator U.S. Equity Power Buffer ETF - January | $622,243 | $16,050 ▼ | -2.5% | 16,709 | 0.3% | ETF |
MCD McDonald's | $605,413 | $26,980 ▲ | 4.7% | 2,042 | 0.3% | Retail/Wholesale |
COST Costco Wholesale | $603,313 | $114,854 ▲ | 23.5% | 914 | 0.3% | Retail/Wholesale |
VIG Vanguard Dividend Appreciation ETF | $585,732 | $19,087 ▼ | -3.2% | 3,437 | 0.3% | ETF |
META Meta Platforms | $579,433 | $32,918 ▼ | -5.4% | 1,637 | 0.3% | Computer and Technology |
VUG Vanguard Growth ETF | $562,833 | | 0.0% | 1,810 | 0.2% | ETF |
AMZN Amazon.com | $538,779 | $45,582 ▼ | -7.8% | 3,546 | 0.2% | Retail/Wholesale |
PG Procter & Gamble | $517,726 | $160,754 ▲ | 45.0% | 3,533 | 0.2% | Consumer Staples |
RSP Invesco S&P 500 Equal Weight ETF | $510,895 | $5,049 ▼ | -1.0% | 3,238 | 0.2% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $508,052 | $171,845 ▲ | 51.1% | 6,924 | 0.2% | ETF |
GOOGL Alphabet | $504,141 | $40,650 ▲ | 8.8% | 3,609 | 0.2% | Computer and Technology |
LLY Eli Lilly and Company | $499,585 | $11,659 ▲ | 2.4% | 857 | 0.2% | Medical |
PEP PepsiCo | $499,107 | $17,492 ▲ | 3.6% | 2,939 | 0.2% | Consumer Staples |
SCHE Schwab Emerging Markets Equity ETF | $489,943 | $59,297 ▼ | -10.8% | 19,764 | 0.2% | ETF |
HD Home Depot | $488,172 | $35,340 ▲ | 7.8% | 1,409 | 0.2% | Retail/Wholesale |
VO Vanguard Mid-Cap ETF | $474,367 | $465 ▲ | 0.1% | 2,039 | 0.2% | ETF |
UPS United Parcel Service | $467,832 | | 0.0% | 2,975 | 0.2% | Transportation |
O Realty Income | $452,473 | $115 ▲ | 0.0% | 7,880 | 0.2% | Finance |
RTX RTX | $433,910 | $433,910 ▲ | New Holding | 5,157 | 0.2% | Aerospace |
VWO Vanguard FTSE Emerging Markets ETF | $412,174 | $202,121 ▼ | -32.9% | 10,029 | 0.2% | ETF |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $396,769 | $104,558 ▼ | -20.9% | 4,455 | 0.2% | ETF |
IBM International Business Machines | $384,911 | $37,624 ▲ | 10.8% | 2,353 | 0.2% | Computer and Technology |
QUAL iShares MSCI USA Quality Factor ETF | $375,487 | $13,389 ▼ | -3.4% | 2,552 | 0.2% | ETF |
ABBV AbbVie | $339,694 | $28,359 ▼ | -7.7% | 2,192 | 0.1% | Medical |
DFIS Dimensional International Small Cap ETF | $319,897 | $121 ▲ | 0.0% | 13,235 | 0.1% | ETF |
GOOG Alphabet | $294,685 | | 0.0% | 2,091 | 0.1% | Computer and Technology |
CARR Carrier Global | $287,250 | $287,250 ▲ | New Holding | 5,000 | 0.1% | Computer and Technology |
GD General Dynamics | $281,622 | $1,298 ▲ | 0.5% | 1,085 | 0.1% | Aerospace |
IHI iShares U.S. Medical Devices ETF | $266,711 | $486 ▲ | 0.2% | 4,942 | 0.1% | ETF |
LOW Lowe's Companies | $264,612 | $2,671 ▼ | -1.0% | 1,189 | 0.1% | Retail/Wholesale |
UAUG Innovator U.S. Equity Ultra Buffer ETF - August | $259,630 | $259,630 ▲ | New Holding | 8,446 | 0.1% | ETF |
DVY iShares Select Dividend ETF | $253,745 | $1,641 ▲ | 0.7% | 2,165 | 0.1% | ETF |
DIVS SmartETFs Dividend Builder ETF | $252,592 | $15,395 ▼ | -5.7% | 9,746 | 0.1% | ETF |
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $249,677 | | 0.0% | 2,732 | 0.1% | ETF |
CAT Caterpillar | $248,658 | $32,228 ▼ | -11.5% | 841 | 0.1% | Industrial Products |
WBS Webster Financial | $246,288 | $246,288 ▲ | New Holding | 4,852 | 0.1% | Finance |
CVX Chevron | $240,403 | | 0.0% | 1,612 | 0.1% | Oils/Energy |
MDYG SPDR S&P 400 Mid CapGrowth ETF | $236,139 | $2,346 ▲ | 1.0% | 3,121 | 0.1% | ETF |
MRK Merck & Co., Inc. | $229,378 | $229,378 ▲ | New Holding | 2,104 | 0.1% | Medical |
OTIS Otis Worldwide | $223,675 | $223,675 ▲ | New Holding | 2,500 | 0.1% | Construction |
JPM JPMorgan Chase & Co. | $222,151 | $25,515 ▼ | -10.3% | 1,306 | 0.1% | Finance |
ADP Automatic Data Processing | $221,359 | | 0.0% | 950 | 0.1% | Business Services |
ES Eversource Energy | $213,057 | | 0.0% | 3,452 | 0.1% | Utilities |
IDHQ Invesco S&P International Developed Quality ETF | $213,012 | $213,012 ▲ | New Holding | 7,451 | 0.1% | ETF |
