IWB iShares Russell 1000 ETF | $42,514,835 | $284,962 ▼ | -0.7% | 138,602 | 12.6% | ETF |
IVV iShares Core S&P 500 ETF | $31,204,766 | $73,609 ▼ | -0.2% | 55,534 | 9.2% | ETF |
EFA iShares MSCI EAFE ETF | $19,621,533 | $1,758,997 ▲ | 9.8% | 240,077 | 5.8% | Finance |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $14,144,084 | $822,104 ▲ | 6.2% | 494,894 | 4.2% | ETF |
VO Vanguard Mid-Cap ETF | $13,098,789 | $273,619 ▼ | -2.0% | 50,649 | 3.9% | ETF |
IWD iShares Russell 1000 Value ETF | $12,709,275 | $228,238 ▲ | 1.8% | 67,545 | 3.8% | ETF |
RDVY First Trust NASDAQ Rising Dividend Achievers | $11,467,841 | $251,019 ▼ | -2.1% | 195,898 | 3.4% | Manufacturing |
SPY SPDR S&P 500 ETF Trust | $11,014,691 | $35,800 ▲ | 0.3% | 19,691 | 3.3% | Finance |
VCSH Vanguard Short-Term Corporate Bond ETF | $10,559,137 | $289,632 ▲ | 2.8% | 133,761 | 3.1% | ETF |
EEM iShares MSCI Emerging Markets ETF | $9,917,675 | $1,028,786 ▲ | 11.6% | 226,949 | 2.9% | Finance |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $9,828,312 | $118,961 ▲ | 1.2% | 120,209 | 2.9% | ETF |
MOAT VanEck Morningstar Wide Moat ETF | $9,823,222 | $23,320 ▲ | 0.2% | 111,627 | 2.9% | ETF |
IWF iShares Russell 1000 Growth ETF | $8,922,209 | $181,629 ▼ | -2.0% | 24,709 | 2.6% | ETF |
AAPL Apple | $8,634,862 | $5,512,602 ▲ | 176.6% | 38,873 | 2.6% | Computer and Technology |
USFR WisdomTree Bloomberg Floating Rate Treasury Fund | $8,428,773 | $2,362,341 ▲ | 38.9% | 167,470 | 2.5% | Finance |
VB Vanguard Small-Cap ETF | $7,694,666 | $284,060 ▼ | -3.6% | 34,700 | 2.3% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $6,986,414 | $307,743 ▲ | 4.6% | 59,139 | 2.1% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $6,522,227 | $10,576 ▲ | 0.2% | 109,158 | 1.9% | ETF |
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $6,435,491 | $2,256,371 ▼ | -26.0% | 70,157 | 1.9% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $6,233,113 | $121,116 ▼ | -1.9% | 75,343 | 1.8% | Manufacturing |
GLDM SPDR Gold MiniShares Trust | $6,165,979 | $6,165,979 ▲ | New Holding | 99,628 | 1.8% | Finance |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | $5,621,698 | $207,538 ▲ | 3.8% | 110,057 | 1.7% | Manufacturing |
ANGL VanEck Fallen Angel High Yield Bond ETF | $5,372,173 | $330,620 ▲ | 6.6% | 186,146 | 1.6% | Manufacturing |
VONE Vanguard Russell 1000 | $4,615,535 | $59,658 ▼ | -1.3% | 18,181 | 1.4% | ETF |
FLOT iShares Floating Rate Bond ETF | $4,287,485 | $80,914 ▼ | -1.9% | 83,986 | 1.3% | ETF |
TOTL SPDR Doubleline Total Return Tactical ETF | $4,162,954 | $141,941 ▲ | 3.5% | 103,325 | 1.2% | ETF |
SPTS SPDR Portfolio Short Term Treasury ETF | $3,620,852 | $89,972 ▲ | 2.5% | 123,832 | 1.1% | ETF |
TMO Thermo Fisher Scientific | $3,608,595 | $9,454 ▼ | -0.3% | 7,252 | 1.1% | Medical |
VEA Vanguard FTSE Developed Markets ETF | $3,534,261 | $33,294 ▼ | -0.9% | 69,531 | 1.0% | ETF |
MSFT Microsoft | $2,231,318 | $167,799 ▲ | 8.1% | 5,944 | 0.7% | Computer and Technology |
FALN iShares Fallen Angels USD Bond ETF | $2,181,450 | $45,650 ▲ | 2.1% | 81,428 | 0.6% | Manufacturing |
IEMG iShares Core MSCI Emerging Markets ETF | $1,721,869 | $8,689 ▼ | -0.5% | 31,904 | 0.5% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $1,716,792 | $56,088 ▲ | 3.4% | 34,343 | 0.5% | ETF |
BNDX Vanguard Total International Bond ETF | $1,592,133 | $5,663 ▼ | -0.4% | 32,612 | 0.5% | ETF |
VTI Vanguard Total Stock Market ETF | $1,534,707 | | 0.0% | 5,584 | 0.5% | ETF |
EFIV SPDR S&P 500 ESG ETF | $1,374,263 | $106,840 ▲ | 8.4% | 25,687 | 0.4% | ETF |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $1,337,945 | $12,502 ▲ | 0.9% | 14,769 | 0.4% | ETF |
XVV iShares ESG Select Screened S&P 500 ETF | $1,336,365 | $58,142 ▲ | 4.5% | 31,236 | 0.4% | ETF |
ESGV Vanguard ESG US Stock ETF | $1,335,257 | $71,406 ▲ | 5.6% | 13,632 | 0.4% | ETF |
SRLN SPDR Blackstone Senior Loan ETF | $1,217,980 | $52,934 ▼ | -4.2% | 29,613 | 0.4% | ETF |
KRMA Global X Conscious Companies ETF | $1,124,290 | $60,676 ▲ | 5.7% | 30,166 | 0.3% | Manufacturing |
NVDA NVIDIA | $976,287 | $2,601 ▼ | -0.3% | 9,008 | 0.3% | Computer and Technology |
VOE Vanguard Mid-Cap Value ETF | $921,227 | $36,926 ▲ | 4.2% | 5,738 | 0.3% | ETF |
NUSC Nuveen ESG Small-Cap ETF | $888,760 | $37,075 ▲ | 4.4% | 23,181 | 0.3% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $791,990 | $19,995 ▲ | 2.6% | 11,645 | 0.2% | ETF |
MBB iShares MBS ETF | $787,192 | $74,555 ▲ | 10.5% | 8,394 | 0.2% | ETF |
NUDM NuShares ESG International Developed Markets Equity ETF | $774,115 | $51,820 ▲ | 7.2% | 24,305 | 0.2% | ETF |
BRK.B Berkshire Hathaway | $716,852 | $53,258 ▲ | 8.0% | 1,346 | 0.2% | Finance |
ESGE iShares ESG Aware MSCI EM ETF | $679,850 | $43,688 ▲ | 6.9% | 19,452 | 0.2% | Manufacturing |
NUMG Nuveen ESG Mid-Cap Growth ETF | $600,967 | $24,550 ▲ | 4.3% | 14,002 | 0.2% | ETF |
XLV Health Care Select Sector SPDR Fund | $529,573 | $40,006 ▲ | 8.2% | 3,627 | 0.2% | ETF |
HEDJ WisdomTree Europe Hedged Equity Fund | $526,458 | $33,236 ▲ | 6.7% | 11,088 | 0.2% | Finance |
XOM Exxon Mobil | $525,488 | $18,079 ▼ | -3.3% | 4,418 | 0.2% | Energy |
SACH Sachem Capital | $523,822 | $20,505 ▲ | 4.1% | 451,570 | 0.2% | Finance |
RTX RTX | $515,667 | $1,854 ▼ | -0.4% | 3,893 | 0.2% | Aerospace |
SUSC iShares ESG Aware USD Corporate Bond ETF | $512,742 | $60,256 ▲ | 13.3% | 22,235 | 0.2% | Manufacturing |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $511,858 | $448 ▼ | -0.1% | 12,558 | 0.2% | ETF |
SHE SPDR MSCI USA Gender Diversity Index ETF | $497,964 | $22,256 ▲ | 4.7% | 4,363 | 0.1% | ETF |
JNJ Johnson & Johnson | $468,332 | | 0.0% | 2,824 | 0.1% | Medical |
ESGU iShares ESG Aware MSCI USA ETF | $427,905 | | 0.0% | 3,510 | 0.1% | Manufacturing |
VLUE iShares MSCI USA Value Factor ETF | $426,387 | $12,585 ▲ | 3.0% | 3,998 | 0.1% | ETF |
VZ Verizon Communications | $422,392 | | 0.0% | 9,312 | 0.1% | Computer and Technology |
IVW iShares S&P 500 Growth ETF | $381,276 | | 0.0% | 4,107 | 0.1% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $376,103 | | 0.0% | 705 | 0.1% | ETF |
META Meta Platforms | $369,469 | $36,889 ▲ | 11.1% | 641 | 0.1% | Computer and Technology |
ICLN iShares Global Clean Energy ETF | $368,353 | $57,443 ▲ | 18.5% | 32,255 | 0.1% | ETF |
AMZN Amazon.com | $353,884 | $353,884 ▲ | New Holding | 1,860 | 0.1% | Retail/Wholesale |
BA Boeing | $349,115 | $349,115 ▲ | New Holding | 2,047 | 0.1% | Aerospace |
VUG Vanguard Growth ETF | $331,897 | $2,967 ▼ | -0.9% | 895 | 0.1% | ETF |
AVGO Broadcom | $330,173 | | 0.0% | 1,972 | 0.1% | Computer and Technology |
JPM JPMorgan Chase & Co. | $327,476 | $327,476 ▲ | New Holding | 1,335 | 0.1% | Finance |
GOOGL Alphabet | $321,652 | $61,856 ▲ | 23.8% | 2,080 | 0.1% | Computer and Technology |
QUAL iShares MSCI USA Quality Factor ETF | $307,603 | $513 ▼ | -0.2% | 1,800 | 0.1% | ETF |
IBM International Business Machines | $305,836 | | 0.0% | 1,230 | 0.1% | Computer and Technology |
GOOG Alphabet | $305,586 | $62,492 ▲ | 25.7% | 1,956 | 0.1% | Computer and Technology |
NOC Northrop Grumman | $305,158 | | 0.0% | 596 | 0.1% | Aerospace |
TSLA Tesla | $300,625 | $300,625 ▲ | New Holding | 1,160 | 0.1% | Auto/Tires/Trucks |
T AT&T | $294,762 | $40,949 ▲ | 16.1% | 10,423 | 0.1% | Computer and Technology |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $293,314 | $24,351 ▲ | 9.1% | 5,878 | 0.1% | Manufacturing |
NOBL ProShares S&P 500 Aristocrats ETF | $292,886 | | 0.0% | 2,866 | 0.1% | ETF |
VV Vanguard Large-Cap ETF | $291,215 | $53,205 ▲ | 22.4% | 1,133 | 0.1% | ETF |
PHO Invesco Water Resources ETF | $288,667 | $23,550 ▲ | 8.9% | 4,474 | 0.1% | ETF |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $288,536 | $30,438 ▲ | 11.8% | 11,546 | 0.1% | Manufacturing |
PG Procter & Gamble | $283,299 | $341 ▲ | 0.1% | 1,662 | 0.1% | Consumer Staples |
SBUX Starbucks | $268,471 | $268,471 ▲ | New Holding | 2,737 | 0.1% | Retail/Wholesale |
MA Mastercard | $265,352 | $2,193 ▼ | -0.8% | 484 | 0.1% | Business Services |
CARR Carrier Global | $265,203 | | 0.0% | 4,183 | 0.1% | Computer and Technology |
NEN New England Realty Associates Limited Partnership | $254,550 | | 0.0% | 3,122 | 0.1% | Real Estate |
TMUS T-Mobile US | $245,907 | | 0.0% | 922 | 0.1% | Computer and Technology |
AMGN Amgen | $234,909 | $234,909 ▲ | New Holding | 754 | 0.1% | Medical |
SCHB Schwab US Broad Market ETF | $224,515 | | 0.0% | 10,428 | 0.1% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $224,498 | | 0.0% | 1,840 | 0.1% | ETF |
CMCSA Comcast | $214,648 | | 0.0% | 5,817 | 0.1% | Consumer Discretionary |
OTIS Otis Worldwide | $211,973 | $211,973 ▲ | New Holding | 2,054 | 0.1% | Construction |
VIG Vanguard Dividend Appreciation ETF | $203,496 | | 0.0% | 1,049 | 0.1% | ETF |
OBDC Blue Owl Capital | $157,890 | | 0.0% | 10,770 | 0.0% | Finance |
BRTX BioRestorative Therapies | $30,512 | | 0.0% | 17,142 | 0.0% | Medical |
