VTV Vanguard Value ETF | $18,369,767 | $421,315 ▼ | -2.2% | 106,343 | 8.6% | ETF |
VUG Vanguard Growth ETF | $15,121,669 | $409,014 ▲ | 2.8% | 40,779 | 7.1% | ETF |
IEFA iShares Core MSCI EAFE ETF | $13,625,473 | $1,570,872 ▼ | -10.3% | 180,112 | 6.4% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $12,731,071 | $362,198 ▲ | 2.9% | 553,886 | 5.9% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $10,057,412 | $537,472 ▼ | -5.1% | 92,533 | 4.7% | Finance |
BNDX Vanguard Total International Bond ETF | $9,482,553 | $329,584 ▼ | -3.4% | 194,235 | 4.4% | ETF |
IJR iShares Core S&P Small-Cap ETF | $9,074,898 | $59,082 ▲ | 0.7% | 86,783 | 4.2% | ETF |
IWF iShares Russell 1000 Growth ETF | $7,911,482 | $946,778 ▼ | -10.7% | 21,910 | 3.7% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $7,077,913 | $4,318 ▼ | -0.1% | 121,301 | 3.3% | ETF |
USHY iShares Broad USD High Yield Corporate Bond ETF | $6,438,548 | $578,432 ▼ | -8.2% | 174,913 | 3.0% | ETF |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $6,030,352 | $208,033 ▼ | -3.3% | 76,440 | 2.8% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $5,075,884 | $1,893,570 ▼ | -27.2% | 99,860 | 2.4% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $4,845,079 | | 0.0% | 133,070 | 2.3% | ETF |
IWB iShares Russell 1000 ETF | $4,838,517 | $542,316 ▼ | -10.1% | 15,774 | 2.3% | ETF |
USRT iShares Core U.S. REIT ETF | $4,719,744 | $32,659 ▲ | 0.7% | 81,940 | 2.2% | ETF |
VV Vanguard Large-Cap ETF | $4,342,522 | $278,878 ▼ | -6.0% | 16,895 | 2.0% | ETF |
VB Vanguard Small-Cap ETF | $4,073,548 | $57,655 ▼ | -1.4% | 18,370 | 1.9% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $3,689,344 | $45,667 ▼ | -1.2% | 44,595 | 1.7% | Manufacturing |
SPYV SPDR Portfolio S&P 500 Value ETF | $3,640,219 | $1,042,696 ▼ | -22.3% | 71,279 | 1.7% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $3,415,339 | $38,523 ▼ | -1.1% | 43,265 | 1.6% | ETF |
IGOV iShares International Treasury Bond ETF | $3,386,296 | $225,601 ▲ | 7.1% | 85,903 | 1.6% | ETF |
IWD iShares Russell 1000 Value ETF | $3,007,361 | $51,556 ▼ | -1.7% | 15,983 | 1.4% | ETF |
IVV iShares Core S&P 500 ETF | $2,748,253 | $229,817 ▼ | -7.7% | 4,891 | 1.3% | ETF |
ESGV Vanguard ESG US Stock ETF | $2,661,497 | $245,561 ▲ | 10.2% | 27,172 | 1.2% | ETF |
DSI iShares ESG MSCI KLD 400 ETF | $2,556,870 | $471,803 ▲ | 22.6% | 24,967 | 1.2% | ETF |
VONE Vanguard Russell 1000 | $2,377,907 | $590,732 ▼ | -19.9% | 9,367 | 1.1% | ETF |
VO Vanguard Mid-Cap ETF | $2,313,097 | $479,999 ▼ | -17.2% | 8,944 | 1.1% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $2,305,231 | $2,305,231 ▲ | New Holding | 18,140 | 1.1% | Manufacturing |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $2,237,608 | $150,438 ▲ | 7.2% | 27,368 | 1.0% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $2,123,625 | $346,881 ▼ | -14.0% | 42,481 | 1.0% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $1,857,018 | $363,845 ▼ | -16.4% | 41,030 | 0.9% | ETF |
SUSC iShares ESG Aware USD Corporate Bond ETF | $1,837,444 | $262,999 ▲ | 16.7% | 79,681 | 0.9% | Manufacturing |
IEMG iShares Core MSCI Emerging Markets ETF | $1,724,395 | $96,498 ▼ | -5.3% | 31,951 | 0.8% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $1,640,548 | $49,016 ▼ | -2.9% | 41,670 | 0.8% | ETF |
VONV Vanguard Russell 1000 Value | $1,618,527 | $883,921 ▼ | -35.3% | 19,609 | 0.8% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $1,432,864 | $3,600,677 ▼ | -71.5% | 57,223 | 0.7% | ETF |
VSGX Vanguard ESG International Stock ETF | $1,337,843 | $188,500 ▲ | 16.4% | 22,683 | 0.6% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $1,252,677 | $264,940 ▼ | -17.5% | 30,733 | 0.6% | ETF |
ECL Ecolab | $1,236,671 | | 0.0% | 4,878 | 0.6% | Basic Materials |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $1,206,919 | $222,087 ▲ | 22.6% | 31,422 | 0.6% | ETF |
TIP iShares TIPS Bond ETF | $1,102,568 | $178,966 ▼ | -14.0% | 9,925 | 0.5% | ETF |
VBR Vanguard Small-Cap Value ETF | $1,025,526 | $119,784 ▼ | -10.5% | 5,505 | 0.5% | ETF |
DJP iPath Bloomberg Commodity Index Total Return ETN | $981,795 | $256,563 ▼ | -20.7% | 27,805 | 0.5% | Finance |
BND Vanguard Total Bond Market ETF | $963,958 | $58,026 ▼ | -5.7% | 13,124 | 0.5% | ETF |
VBK Vanguard Small-Cap Growth ETF | $919,968 | $197,136 ▼ | -17.6% | 3,654 | 0.4% | ETF |
AAPL Apple | $898,072 | $139,942 ▼ | -13.5% | 4,043 | 0.4% | Computer and Technology |
VOT Vanguard Mid-Cap Growth ETF | $877,034 | $264,700 ▼ | -23.2% | 3,585 | 0.4% | ETF |
VOE Vanguard Mid-Cap Value ETF | $865,953 | $172,259 ▼ | -16.6% | 5,394 | 0.4% | ETF |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $852,865 | $271,517 ▼ | -24.1% | 14,358 | 0.4% | ETF |
HYXF iShares ESG Advanced High Yield Corporate Bond ETF | $799,774 | $136,707 ▲ | 20.6% | 17,270 | 0.4% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $714,049 | | 0.0% | 8,603 | 0.3% | ETF |
XJH iShares ESG Select Screened S&P Mid-Cap ETF | $702,088 | $122,992 ▲ | 21.2% | 17,970 | 0.3% | ETF |
VNQ Vanguard Real Estate ETF | $658,135 | $103,668 ▼ | -13.6% | 7,269 | 0.3% | ETF |
VTWV Vanguard Russell 2000 Value ETF | $633,908 | $221,595 ▼ | -25.9% | 4,763 | 0.3% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $586,596 | $115,835 ▼ | -16.5% | 5,930 | 0.3% | Finance |
AOA iShares Core 80/20 Aggressive Allocation ETF | $525,329 | $64,566 ▲ | 14.0% | 6,867 | 0.2% | ETF |
META Meta Platforms | $481,261 | $70,892 ▼ | -12.8% | 835 | 0.2% | Computer and Technology |
VEU Vanguard FTSE All-World ex-US ETF | $458,893 | $14,498 ▼ | -3.1% | 7,565 | 0.2% | ETF |
SCHP Schwab U.S. TIPS ETF | $442,771 | | 0.0% | 16,466 | 0.2% | ETF |
BSV Vanguard Short-Term Bond ETF | $417,389 | | 0.0% | 5,332 | 0.2% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $399,601 | $268,091 ▼ | -40.2% | 3,862 | 0.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $376,957 | $15,101 ▼ | -3.9% | 674 | 0.2% | Finance |
NEE NextEra Energy | $342,257 | $57,775 ▼ | -14.4% | 4,828 | 0.2% | Utilities |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $324,849 | $998 ▼ | -0.3% | 6,510 | 0.2% | Manufacturing |
ESGD iShares ESG Aware MSCI EAFE ETF | $307,073 | | 0.0% | 3,759 | 0.1% | Manufacturing |
ESGE iShares ESG Aware MSCI EM ETF | $304,380 | $68,852 ▲ | 29.2% | 8,709 | 0.1% | Manufacturing |
IWR iShares Russell Mid-Cap ETF | $299,617 | $851 ▼ | -0.3% | 3,522 | 0.1% | ETF |
XVV iShares ESG Select Screened S&P 500 ETF | $289,125 | $941 ▲ | 0.3% | 6,758 | 0.1% | ETF |
EEM iShares MSCI Emerging Markets ETF | $275,834 | $733,023 ▼ | -72.7% | 6,312 | 0.1% | Finance |
JNJ Johnson & Johnson | $264,515 | | 0.0% | 1,595 | 0.1% | Medical |
BRK.B Berkshire Hathaway | $258,301 | | 0.0% | 485 | 0.1% | Finance |
ICF iShares Select U.S. REIT ETF | $213,078 | $1,354 ▲ | 0.6% | 3,463 | 0.1% | ETF |
MUB iShares National Muni Bond ETF | $204,026 | $32,265 ▼ | -13.7% | 1,935 | 0.1% | ETF |
CMF iShares California Muni Bond ETF | $0 | $973,359 ▼ | -100.0% | 0 | 0.0% | ETF |
EFA iShares MSCI EAFE ETF | $0 | $530,707 ▼ | -100.0% | 0 | 0.0% | Finance |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $0 | $243,428 ▼ | -100.0% | 0 | 0.0% | Manufacturing |
IWO iShares Russell 2000 Growth ETF | $0 | $217,467 ▼ | -100.0% | 0 | 0.0% | ETF |
ROST Ross Stores | $0 | $211,627 ▼ | -100.0% | 0 | 0.0% | Retail/Wholesale |
IXUS iShares Core MSCI Total International Stock ETF | $0 | $207,283 ▼ | -100.0% | 0 | 0.0% | Manufacturing |
