IJJ iShares S&P Mid-Cap 400 Value ETF | $15,332,716 | $206,416 ▲ | 1.4% | 129,620 | 6.2% | ETF |
IAU iShares Gold Trust | $14,623,828 | $99,269 ▲ | 0.7% | 348,104 | 5.9% | Finance |
IJK iShares S&P Mid-Cap 400 Growth ETF | $14,484,568 | $25,185 ▼ | -0.2% | 158,735 | 5.9% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $14,179,560 | $29,545 ▲ | 0.2% | 108,464 | 5.7% | ETF |
IVW iShares S&P 500 Growth ETF | $13,868,724 | $713,178 ▼ | -4.9% | 164,244 | 5.6% | ETF |
FNDX Schwab Fundamental U.S. Large Company Index ETF | $9,203,165 | $161,736 ▼ | -1.7% | 136,566 | 3.7% | ETF |
DFIV Dimensional International Value ETF | $8,834,702 | $498,146 ▲ | 6.0% | 240,400 | 3.6% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $8,671,934 | $218,571 ▼ | -2.5% | 84,390 | 3.5% | ETF |
VYM Vanguard High Dividend Yield ETF | $8,055,454 | $40,894 ▲ | 0.5% | 66,580 | 3.3% | ETF |
IVV iShares Core S&P 500 ETF | $6,818,397 | $126,705 ▼ | -1.8% | 12,969 | 2.8% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $6,150,498 | $959,309 ▲ | 18.5% | 81,572 | 2.5% | ETF |
DISV Dimensional International Small Cap Value ETF | $5,287,078 | $588,692 ▲ | 12.5% | 194,449 | 2.1% | ETF |
XBJA Innovator U.S. Equity Accelerated 9 Buffer ETF - January | $5,113,456 | $894,680 ▲ | 21.2% | 189,597 | 2.1% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $4,761,045 | $3,763,512 ▲ | 377.3% | 78,384 | 1.9% | ETF |
DFSV Dimensional US Small Cap Value ETF | $4,622,071 | $354,910 ▲ | 8.3% | 153,557 | 1.9% | ETF |
IVE iShares S&P 500 Value ETF | $4,620,392 | $32,505 ▼ | -0.7% | 24,733 | 1.9% | ETF |
EFG iShares MSCI EAFE Growth ETF | $3,993,657 | $30,826 ▼ | -0.8% | 38,478 | 1.6% | ETF |
DFIP Dimensional Inflation-Protected Securities ETF | $3,940,518 | $700,753 ▲ | 21.6% | 95,528 | 1.6% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $3,502,597 | $75,779 ▼ | -2.1% | 153,825 | 1.4% | ETF |
BSV Vanguard Short-Term Bond ETF | $3,307,962 | $117,153 ▲ | 3.7% | 43,145 | 1.3% | ETF |
VOE Vanguard Mid-Cap Value ETF | $3,258,870 | $41,940 ▼ | -1.3% | 20,902 | 1.3% | ETF |
GLD SPDR Gold Shares | $3,245,439 | $52,664 ▼ | -1.6% | 15,776 | 1.3% | Finance |
IDV iShares International Select Dividend ETF | $3,235,536 | $168,773 ▼ | -5.0% | 115,390 | 1.3% | ETF |
DFEV Dimensional Emerging Markets Value ETF | $3,053,035 | $399,214 ▲ | 15.0% | 117,605 | 1.2% | ETF |
DFGR Dimensional Global Real Estate ETF | $2,954,303 | $734,217 ▲ | 33.1% | 115,719 | 1.2% | ETF |
VNQ Vanguard Real Estate ETF | $2,885,953 | $61,315 ▼ | -2.1% | 33,371 | 1.2% | ETF |
MUB iShares National Muni Bond ETF | $2,872,868 | $118,143 ▼ | -3.9% | 26,700 | 1.2% | ETF |
QQQ Invesco QQQ | $2,850,850 | $139,412 ▼ | -4.7% | 6,421 | 1.2% | Finance |
AAPL Apple | $2,608,183 | $48,014 ▼ | -1.8% | 15,210 | 1.1% | Computer and Technology |
FNDC Schwab Fundamental International Small Cap Company Index ETF | $2,491,379 | $87,611 ▼ | -3.4% | 70,239 | 1.0% | ETF |
VBR Vanguard Small-Cap Value ETF | $2,462,890 | $41,445 ▼ | -1.7% | 12,836 | 1.0% | ETF |
VBK Vanguard Small-Cap Growth ETF | $2,358,114 | $72,999 ▼ | -3.0% | 9,045 | 1.0% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $2,253,040 | $309,422 ▲ | 15.9% | 44,526 | 0.9% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $2,248,778 | $85,122 ▼ | -3.6% | 9,537 | 0.9% | ETF |
VTES Vanguard Short-Term Tax-Exempt Bond ETF | $2,184,310 | $425,664 ▲ | 24.2% | 21,691 | 0.9% | ETF |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | $1,936,999 | $54,217 ▲ | 2.9% | 38,085 | 0.8% | Finance |
VEA Vanguard FTSE Developed Markets ETF | $1,772,290 | $353,194 ▼ | -16.6% | 35,326 | 0.7% | ETF |
JNJ Johnson & Johnson | $1,600,250 | $42,237 ▼ | -2.6% | 10,116 | 0.6% | Medical |
VCSH Vanguard Short-Term Corporate Bond ETF | $1,598,954 | $66,874 ▲ | 4.4% | 20,682 | 0.6% | ETF |
TIP iShares TIPS Bond ETF | $1,553,567 | $335,439 ▼ | -17.8% | 14,464 | 0.6% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $1,549,569 | $151,380 ▲ | 10.8% | 32,357 | 0.6% | Manufacturing |
SCZ iShares MSCI EAFE Small-Cap ETF | $1,513,019 | $13,553 ▼ | -0.9% | 23,891 | 0.6% | ETF |
SIGI Selective Insurance Group | $1,434,275 | | 0.0% | 13,138 | 0.6% | Finance |
PRF Invesco FTSE RAFI US 1000 ETF | $1,410,027 | $109,215 ▼ | -7.2% | 36,653 | 0.6% | ETF |
SPY SPDR S&P 500 ETF Trust | $1,408,952 | $20,920 ▼ | -1.5% | 2,694 | 0.6% | Finance |
MSFT Microsoft | $1,393,374 | $25,242 ▼ | -1.8% | 3,312 | 0.6% | Computer and Technology |
IJR iShares Core S&P Small-Cap ETF | $1,356,298 | $52,939 ▼ | -3.8% | 12,272 | 0.5% | ETF |
BNDX Vanguard Total International Bond ETF | $1,345,244 | $541 ▼ | 0.0% | 27,348 | 0.5% | ETF |
XOM Exxon Mobil | $1,246,496 | $47,428 ▼ | -3.7% | 10,723 | 0.5% | Oils/Energy |
BND Vanguard Total Bond Market ETF | $1,090,519 | $338,958 ▼ | -23.7% | 15,015 | 0.4% | ETF |
BDX Becton, Dickinson and Company | $981,238 | $28,707 ▼ | -2.8% | 3,965 | 0.4% | Medical |
BRK.B Berkshire Hathaway | $978,971 | $105,551 ▼ | -9.7% | 2,328 | 0.4% | Finance |
COST Costco Wholesale | $889,439 | $219,795 ▲ | 32.8% | 1,214 | 0.4% | Retail/Wholesale |
DFAR Dimensional US Real Estate ETF | $881,690 | $248,687 ▼ | -22.0% | 39,414 | 0.4% | ETF |
META Meta Platforms | $756,144 | $38,851 ▼ | -4.9% | 1,557 | 0.3% | Computer and Technology |
LBAI Lakeland Bancorp | $747,417 | $16,105 ▼ | -2.1% | 61,770 | 0.3% | Finance |
DE Deere & Company | $679,775 | $61,611 ▼ | -8.3% | 1,655 | 0.3% | Industrial Products |
LLY Eli Lilly and Company | $671,435 | $4,668 ▲ | 0.7% | 863 | 0.3% | Medical |
PJAN Innovator U.S. Equity Power Buffer ETF - January | $651,612 | $1,877 ▼ | -0.3% | 16,661 | 0.3% | ETF |
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF | $643,836 | $139,051 ▼ | -17.8% | 16,391 | 0.3% | Manufacturing |
VIG Vanguard Dividend Appreciation ETF | $612,580 | $14,972 ▼ | -2.4% | 3,355 | 0.2% | ETF |
VUG Vanguard Growth ETF | $589,429 | $33,741 ▼ | -5.4% | 1,712 | 0.2% | ETF |
PG Procter & Gamble | $571,445 | $1,785 ▼ | -0.3% | 3,522 | 0.2% | Consumer Staples |
MCD McDonald's | $550,031 | $25,655 ▼ | -4.5% | 1,951 | 0.2% | Retail/Wholesale |
RSP Invesco S&P 500 Equal Weight ETF | $546,661 | $1,693 ▼ | -0.3% | 3,228 | 0.2% | ETF |
AMZN Amazon.com | $544,387 | $95,241 ▼ | -14.9% | 3,018 | 0.2% | Retail/Wholesale |
HD Home Depot | $525,399 | $14,957 ▼ | -2.8% | 1,370 | 0.2% | Retail/Wholesale |
O Realty Income | $512,871 | $86,561 ▲ | 20.3% | 9,480 | 0.2% | Finance |
PEP PepsiCo | $504,115 | $10,327 ▼ | -2.0% | 2,880 | 0.2% | Consumer Staples |
RTX RTX | $502,962 | | 0.0% | 5,157 | 0.2% | Aerospace |
MDYV SPDR S&P 400 Mid Cap Value ETF | $499,213 | $26,978 ▼ | -5.1% | 6,569 | 0.2% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $483,656 | $15,377 ▼ | -3.1% | 19,155 | 0.2% | ETF |
VO Vanguard Mid-Cap ETF | $482,871 | $26,479 ▼ | -5.2% | 1,933 | 0.2% | ETF |
GOOGL Alphabet | $434,226 | $110,481 ▼ | -20.3% | 2,877 | 0.2% | Computer and Technology |
IBM International Business Machines | $420,203 | $29,223 ▼ | -6.5% | 2,200 | 0.2% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $419,047 | $125 ▲ | 0.0% | 10,032 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $401,802 | $140,210 ▲ | 53.6% | 2,006 | 0.2% | Finance |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $388,876 | $10,580 ▼ | -2.6% | 4,337 | 0.2% | ETF |
UPS United Parcel Service | $386,358 | $55,895 ▼ | -12.6% | 2,599 | 0.2% | Transportation |
ABBV AbbVie | $382,774 | $16,389 ▼ | -4.1% | 2,102 | 0.2% | Medical |
QUAL iShares MSCI USA Quality Factor ETF | $368,868 | $50,629 ▼ | -12.1% | 2,244 | 0.1% | ETF |
DFIS Dimensional International Small Cap ETF | $328,502 | $3,157 ▼ | -1.0% | 13,109 | 0.1% | ETF |
MMM 3M | $320,500 | $320,500 ▲ | New Holding | 3,022 | 0.1% | Multi-Sector Conglomerates |
CAT Caterpillar | $308,168 | | 0.0% | 841 | 0.1% | Industrial Products |
GD General Dynamics | $307,579 | $1,130 ▲ | 0.4% | 1,089 | 0.1% | Aerospace |
GOOG Alphabet | $303,150 | $15,226 ▼ | -4.8% | 1,991 | 0.1% | Computer and Technology |
LOW Lowe's Companies | $302,874 | | 0.0% | 1,189 | 0.1% | Retail/Wholesale |
CARR Carrier Global | $290,650 | | 0.0% | 5,000 | 0.1% | Computer and Technology |
IHI iShares U.S. Medical Devices ETF | $289,610 | $59 ▲ | 0.0% | 4,943 | 0.1% | ETF |
V Visa | $286,615 | $286,615 ▲ | New Holding | 1,027 | 0.1% | Business Services |
MRK Merck & Co., Inc. | $277,623 | | 0.0% | 2,104 | 0.1% | Medical |
UAUG Innovator U.S. Equity Ultra Buffer ETF - August | $275,762 | | 0.0% | 8,446 | 0.1% | ETF |
MDYG SPDR S&P 400 Mid CapGrowth ETF | $272,454 | | 0.0% | 3,121 | 0.1% | ETF |
DVY iShares Select Dividend ETF | $266,646 | | 0.0% | 2,165 | 0.1% | ETF |
DIVS SmartETFs Dividend Builder ETF | $256,377 | $10,117 ▼ | -3.8% | 9,376 | 0.1% | ETF |
CVX Chevron | $252,969 | $1,262 ▼ | -0.5% | 1,604 | 0.1% | Oils/Energy |
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $250,798 | | 0.0% | 2,732 | 0.1% | ETF |
OTIS Otis Worldwide | $248,175 | | 0.0% | 2,500 | 0.1% | Construction |
DFUS Dimensional U.S. Equity ETF | $237,322 | $237,322 ▲ | New Holding | 4,165 | 0.1% | ETF |
IDHQ Invesco S&P International Developed Quality ETF | $231,576 | $3,067 ▲ | 1.3% | 7,551 | 0.1% | ETF |
LRCX Lam Research | $215,689 | $215,689 ▲ | New Holding | 222 | 0.1% | Computer and Technology |
VONV Vanguard Russell 1000 Value | $210,903 | $210,903 ▲ | New Holding | 2,682 | 0.1% | ETF |
VZ Verizon Communications | $208,296 | $208,296 ▲ | New Holding | 4,964 | 0.1% | Computer and Technology |
ES Eversource Energy | $206,326 | | 0.0% | 3,452 | 0.1% | Utilities |
BDJ BlackRock Enhanced Equity Dividend Trust | $114,106 | | 0.0% | 13,831 | 0.0% | Financial Services |
WBS Webster Financial | $0 | $246,288 ▼ | -100.0% | 0 | 0.0% | Finance |
ADP Automatic Data Processing | $0 | $221,359 ▼ | -100.0% | 0 | 0.0% | Business Services |
TD Toronto-Dominion Bank | $0 | $206,784 ▼ | -100.0% | 0 | 0.0% | Finance |
