IEFA iShares Core MSCI EAFE ETF | $2,057,209,114 | $137,943,072 ▲ | 7.2% | 21,234,611 | 7.0% | ETF |
VUG Vanguard Growth ETF | $1,872,690,454 | $31,684,749 ▲ | 1.7% | 20,782,271 | 6.3% | ETF |
VTV Vanguard Value ETF | $1,448,467,917 | $34,710,876 ▼ | -2.3% | 6,703,387 | 4.9% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $1,435,073,262 | $4,045,741 ▲ | 0.3% | 20,323,938 | 4.9% | ETF |
IWY iShares Russell Top 200 Growth ETF | $1,318,569,761 | $90,274,607 ▼ | -6.4% | 4,471,092 | 4.5% | ETF |
IWX iShares Russell Top 200 Value ETF | $1,050,685,665 | $29,172,877 ▼ | -2.7% | 9,592,675 | 3.6% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $1,044,715,219 | $29,511,480 ▲ | 2.9% | 12,872,292 | 3.5% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $772,831,023 | $42,282,979 ▲ | 5.8% | 5,994,191 | 2.6% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $752,075,621 | $72,768,477 ▲ | 10.7% | 7,955,105 | 2.5% | ETF |
MUB iShares National Muni Bond ETF | $723,744,469 | $117,503,778 ▲ | 19.4% | 7,158,699 | 2.5% | ETF |
MBB iShares MBS ETF | $717,009,201 | $28,826,811 ▲ | 4.2% | 8,000,549 | 2.4% | ETF |
VONV Vanguard Russell 1000 Value ETF | $697,835,894 | $48,038,555 ▲ | 7.4% | 6,419,833 | 2.4% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $599,399,574 | $25,302,885 ▼ | -4.1% | 12,656,241 | 2.0% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $580,028,431 | $31,129,999 ▼ | -5.1% | 11,552,050 | 2.0% | ETF |
IWF iShares Russell 1000 Growth ETF | $528,912,980 | $553,023 ▲ | 0.1% | 4,222,521 | 1.8% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $465,228,114 | $1,727,285 ▲ | 0.4% | 7,844,008 | 1.6% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $450,216,666 | $10,796,424 ▲ | 2.5% | 2,800,900 | 1.5% | ETF |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | $444,284,592 | $7,574,356 ▲ | 1.7% | 9,121,014 | 1.5% | ETF |
VOO Vanguard S&P 500 ETF | $420,551,934 | $4,229,692 ▼ | -1.0% | 600,051 | 1.4% | ETF |
VO Vanguard Mid-Cap ETF | $415,551,187 | $7,881,210 ▼ | -1.9% | 5,299,046 | 1.4% | ETF |
IVV iShares Core S&P 500 ETF | $393,461,564 | $7,812,436 ▼ | -1.9% | 513,758 | 1.3% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $389,501,639 | $8,867,055 ▲ | 2.3% | 4,613,855 | 1.3% | ETF |
AAPL Apple | $373,319,949 | $12,870,552 ▲ | 3.6% | 1,121,014 | 1.3% | Technology |
GOVT iShares U.S. Treasury Bond ETF | $369,874,560 | $23,896,846 ▲ | 6.9% | 16,912,417 | 1.3% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $348,270,860 | $85,058,988 ▲ | 32.3% | 2,829,630 | 1.2% | ETF |
IWR iShares Russell Mid-Cap ETF | $287,686,639 | $5,315,865 ▼ | -1.8% | 2,695,967 | 1.0% | ETF |
NULG Nuveen ESG Large-Cap Growth ETF | $279,488,326 | $1,783,455 ▲ | 0.6% | 2,458,337 | 0.9% | ETF |
IWD iShares Russell 1000 Value ETF | $278,891,498 | $7,780,043 ▲ | 2.9% | 1,124,880 | 0.9% | ETF |
NULV Nuveen ESG Large-Cap Value ETF | $267,891,552 | $2,818,407 ▲ | 1.1% | 5,088,159 | 0.9% | ETF |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $263,360,966 | $5,205,950 ▲ | 2.0% | 2,899,174 | 0.9% | ETF |
IWN iShares Russell 2000 Value ETF | $259,259,514 | $4,008,664 ▲ | 1.6% | 1,237,811 | 0.9% | ETF |
VTI Vanguard Total Stock Market ETF | $253,767,795 | $2,897,742 ▼ | -1.1% | 678,088 | 0.9% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $251,411,944 | $6,995,246 ▼ | -2.7% | 1,826,060 | 0.9% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $234,402,983 | $11,755,303 ▲ | 5.3% | 4,712,565 | 0.8% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $226,070,045 | $3,094,307 ▲ | 1.4% | 1,355,336 | 0.8% | ETF |
VB Vanguard Small-Cap ETF | $218,555,460 | $4,806,459 ▼ | -2.2% | 768,236 | 0.7% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $218,297,438 | $4,735,160 ▲ | 2.2% | 4,217,493 | 0.7% | ETF |
VOE Vanguard Mid-Cap Value ETF | $215,014,369 | $55,992,753 ▼ | -20.7% | 1,099,649 | 0.7% | ETF |
EFA iShares MSCI EAFE ETF | $213,388,917 | $60,355,415 ▲ | 39.4% | 2,053,989 | 0.7% | ETF |
USHY iShares Broad USD High Yield Corporate Bond ETF | $206,637,914 | $17,767,735 ▲ | 9.4% | 5,784,936 | 0.7% | ETF |
SPY SPDR S&P 500 ETF Trust | $196,710,494 | $773,307 ▲ | 0.4% | 257,937 | 0.7% | ETF |
IWO iShares Russell 2000 Growth ETF | $191,957,951 | $3,070,411 ▼ | -1.6% | 537,848 | 0.7% | ETF |
BNDX Vanguard Total International Bond ETF | $176,979,433 | $9,466,521 ▲ | 5.7% | 3,775,964 | 0.6% | ETF |
EFV iShares MSCI EAFE Value ETF | $173,868,681 | $1,945,024 ▲ | 1.1% | 2,196,976 | 0.6% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $171,016,554 | $42,641,048 ▼ | -20.0% | 2,797,588 | 0.6% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $167,139,893 | $10,303,278 ▼ | -5.8% | 2,293,987 | 0.6% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $160,711,224 | $75,708,600 ▲ | 89.1% | 1,537,318 | 0.5% | ETF |
IQLT iShares MSCI Intl Quality Factor ETF | $155,209,107 | $2,177,125 ▼ | -1.4% | 3,137,439 | 0.5% | ETF |
MSFT Microsoft | $152,412,424 | $6,280,977 ▲ | 4.3% | 297,158 | 0.5% | Technology |
VOT Vanguard Mid-Cap Growth ETF | $142,090,292 | $3,159,938 ▼ | -2.2% | 486,444 | 0.5% | ETF |
VV Vanguard Large-Cap ETF | $141,059,128 | $5,333,694 ▼ | -3.6% | 400,907 | 0.5% | ETF |
BND Vanguard Total Bond Market ETF | $137,012,367 | $5,165,005 ▲ | 3.9% | 1,953,134 | 0.5% | ETF |
VBR Vanguard Small-Cap Value ETF | $135,987,261 | $6,688,087 ▼ | -4.7% | 588,613 | 0.5% | ETF |
IWM iShares Russell 2000 ETF | $123,549,338 | $1,599,535 ▼ | -1.3% | 444,598 | 0.4% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $121,025,218 | $6,068,099 ▲ | 5.3% | 1,174,432 | 0.4% | ETF |
NVDA NVIDIA | $120,323,784 | $14,295,897 ▲ | 13.5% | 526,858 | 0.4% | Technology |
IWB iShares Russell 1000 ETF | $111,321,433 | $5,043,496 ▼ | -4.3% | 267,516 | 0.4% | ETF |
VBK Vanguard Small-Cap Growth ETF | $107,342,442 | $7,563,676 ▼ | -6.6% | 317,741 | 0.4% | ETF |
QDF FlexShares Quality Dividend Index Fund | $100,977,387 | $30,972,173 ▼ | -23.5% | 1,118,987 | 0.3% | ETF |
GOOGL Alphabet | $97,319,656 | $550,872 ▲ | 0.6% | 282,840 | 0.3% | Communication Services |
NUDM Nuveen ESG International Developed Markets Equity ETF | $88,599,205 | $2,319,143 ▲ | 2.7% | 2,231,156 | 0.3% | ETF |
GOOG Alphabet | $83,195,078 | $793,243 ▲ | 1.0% | 244,160 | 0.3% | Communication Services |
JPM JPMorgan Chase & Co. | $82,638,425 | $2,492,806 ▲ | 3.1% | 249,791 | 0.3% | Finance |
EMXC iShares MSCI Emerging Markets ex China ETF | $72,485,838 | $1,351,451 ▲ | 1.9% | 731,589 | 0.2% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $64,632,037 | $1,504,331 ▼ | -2.3% | 898,291 | 0.2% | ETF |
BRK.B Berkshire Hathaway | $62,635,238 | $2,208,412 ▲ | 3.7% | 125,786 | 0.2% | Finance |
AMZN Amazon.com | $62,119,374 | $3,493,335 ▲ | 6.0% | 249,325 | 0.2% | Consumer Discretionary |
EEM iShares MSCI Emerging Markets ETF | $61,380,544 | $25,902,698 ▲ | 73.0% | 919,008 | 0.2% | ETF |
BRK.A Berkshire Hathaway | $61,254,410 | $2,988,020 ▲ | 5.1% | 82 | 0.2% | Finance |
ESGE iShares ESG Aware MSCI EM ETF | $59,560,781 | $3,153,628 ▲ | 5.6% | 1,099,719 | 0.2% | ETF |
NUSC Nuveen ESG Small-Cap ETF | $57,813,078 | $10,724 ▲ | 0.0% | 1,191,408 | 0.2% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $56,979,002 | $5,241,530 ▼ | -8.4% | 256,385 | 0.2% | ETF |
JNJ Johnson & Johnson | $56,848,546 | $301,010 ▲ | 0.5% | 214,733 | 0.2% | Healthcare |
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF | $51,659,833 | $431,645 ▲ | 0.8% | 2,080,541 | 0.2% | ETF |
NUEM Nuveen ESG Emerging Markets Equity ETF | $48,251,305 | $2,515,055 ▲ | 5.5% | 1,132,931 | 0.2% | ETF |
LLY Eli Lilly and Company | $48,049,136 | $2,223,918 ▲ | 4.9% | 41,526 | 0.2% | Healthcare |
IJR iShares Core S&P Small-Cap ETF | $47,739,837 | $1,490,726 ▼ | -3.0% | 350,925 | 0.2% | ETF |
NYF iShares New York Muni Bond ETF | $47,643,391 | $7,722,386 ▼ | -13.9% | 943,060 | 0.2% | ETF |
VGT Vanguard Information Technology ETF | $46,298,085 | $1,533,928 ▲ | 3.4% | 368,410 | 0.2% | ETF |
EXXONMOBIL HOLDINGS CORP
| $42,555,691 | $42,555,691 ▲ | New Holding | 261,479 | 0.1% | Common / Ordinary Stock |
CMF iShares California Muni Bond ETF | $42,001,395 | $5,938,642 ▲ | 16.5% | 776,079 | 0.1% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $40,676,275 | $3,566,510 ▼ | -8.1% | 459,567 | 0.1% | ETF |
IAU iShares Gold Trust | $39,987,512 | $2,061,606 ▼ | -4.9% | 512,004 | 0.1% | ETF |
XLK Technology Select Sector SPDR Fund | $34,071,266 | $96,896 ▲ | 0.3% | 174,055 | 0.1% | ETF |
NUMV Nuveen ESG Mid-Cap Value ETF | $33,403,619 | $651,924 ▼ | -1.9% | 789,124 | 0.1% | ETF |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $33,320,196 | $494,052 ▼ | -1.5% | 640,773 | 0.1% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $32,867,076 | $3,571,084 ▲ | 12.2% | 668,030 | 0.1% | ETF |
AVGO Broadcom | $32,572,240 | $1,175,787 ▲ | 3.7% | 92,748 | 0.1% | Technology |
HYD VanEck High Yield Muni ETF | $31,572,184 | $7,718,421 ▲ | 32.4% | 657,343 | 0.1% | ETF |
ABBV AbbVie | $30,217,569 | $1,600,408 ▲ | 5.6% | 115,515 | 0.1% | Healthcare |
GWX SPDR S&P International Small Cap ETF | $29,777,534 | $9,011,923 ▲ | 43.4% | 653,446 | 0.1% | ETF |
EFG iShares MSCI EAFE Growth ETF | $27,716,679 | $23,696,143 ▼ | -46.1% | 231,300 | 0.1% | ETF |
IWV iShares Russell 3000 ETF | $26,174,136 | $121,296 ▲ | 0.5% | 60,636 | 0.1% | ETF |
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF | $25,831,214 | $21,594,662 ▲ | 509.7% | 837,588 | 0.1% | ETF |
HEEM iShares Currency Hedged MSCI Emerging Markets ETF | $25,220,913 | $4,252,723 ▼ | -14.4% | 597,086 | 0.1% | ETF |
WALMART INC
| $25,130,994 | $499,856 ▲ | 2.0% | 241,830 | 0.1% | Common / Ordinary Stock |
V Visa | $23,506,219 | $846,220 ▲ | 3.7% | 65,417 | 0.1% | Finance |
META Meta Platforms | $23,209,096 | $1,551,141 ▲ | 7.2% | 32,005 | 0.1% | Communication Services |
IBM International Business Machines | $23,175,784 | $630,979 ▲ | 2.8% | 105,378 | 0.1% | Technology |
PG Procter & Gamble | $22,708,436 | $774,197 ▲ | 3.5% | 156,308 | 0.1% | Consumer Staples |
