SPDW SPDR Portfolio Developed World ex-US ETF | $15,086,693 | $2,263,836 ▲ | 17.7% | 372,603 | 7.3% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $14,525,058 | $14,109,338 ▲ | 3,394.0% | 284,303 | 7.0% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $11,758,677 | $49,770 ▲ | 0.4% | 206,256 | 5.7% | ETF |
BND Vanguard Total Bond Market ETF | $11,688,973 | $3,784,505 ▼ | -24.5% | 158,753 | 5.7% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $7,250,896 | $86,720 ▲ | 1.2% | 169,651 | 3.5% | ETF |
VOTE TCW Transform 500 ETF | $7,228,538 | $64,157 ▲ | 0.9% | 99,375 | 3.5% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $6,774,285 | $1,341,310 ▼ | -16.5% | 264,621 | 3.3% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $6,555,548 | $506,577 ▼ | -7.2% | 90,185 | 3.2% | ETF |
AAPL Apple | $6,114,445 | $1,061,544 ▼ | -14.8% | 29,802 | 3.0% | Computer and Technology |
DMXF iShares ESG Advanced MSCI EAFE ETF | $5,648,507 | $1,043,351 ▲ | 22.7% | 75,880 | 2.7% | Manufacturing |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $5,241,756 | $40,066 ▼ | -0.8% | 69,993 | 2.5% | ETF |
VTI Vanguard Total Stock Market ETF | $4,250,580 | $70,514 ▼ | -1.6% | 13,985 | 2.1% | ETF |
SCHX Schwab US Large-Cap ETF | $4,110,075 | $960,394 ▲ | 30.5% | 168,170 | 2.0% | ETF |
SCHA Schwab US Small-Cap ETF | $4,048,860 | $887,802 ▲ | 28.1% | 160,034 | 2.0% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $3,929,823 | $678,093 ▼ | -14.7% | 79,455 | 1.9% | ETF |
MSFT Microsoft | $3,894,420 | $680,989 ▲ | 21.2% | 7,829 | 1.9% | Computer and Technology |
VEU Vanguard FTSE All-World ex-US ETF | $3,532,142 | | 0.0% | 52,546 | 1.7% | ETF |
VXF Vanguard Extended Market ETF | $3,206,309 | $79,397 ▼ | -2.4% | 16,638 | 1.6% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $3,123,358 | $2,144,278 ▼ | -40.7% | 63,703 | 1.5% | ETF |
MKL Markel Group | $3,020,008 | $1,997 ▲ | 0.1% | 1,512 | 1.5% | Multi-Sector Conglomerates |
AMZN Amazon.com | $2,953,428 | $57,919 ▲ | 2.0% | 13,462 | 1.4% | Retail/Wholesale |
VOO Vanguard S&P 500 ETF | $2,886,218 | $142,010 ▲ | 5.2% | 5,081 | 1.4% | ETF |
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF | $2,704,866 | $1,536,024 ▲ | 131.4% | 57,113 | 1.3% | ETF |
EMXF iShares ESG Advanced MSCI EM ETF | $2,628,967 | $935,876 ▲ | 55.3% | 61,317 | 1.3% | ETF |
SCHB Schwab US Broad Market ETF | $2,430,782 | $27,119 ▼ | -1.1% | 102,005 | 1.2% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $2,397,405 | $734,237 ▲ | 44.1% | 85,469 | 1.2% | ETF |
GOOG Alphabet | $2,055,063 | $274,068 ▲ | 15.4% | 11,585 | 1.0% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $2,042,140 | $42,221 ▲ | 2.1% | 3,289 | 1.0% | ETF |
GOOGL Alphabet | $1,878,104 | $107,678 ▼ | -5.4% | 10,657 | 0.9% | Computer and Technology |
SUSL iShares ESG MSCI USA Leaders ETF | $1,681,159 | | 0.0% | 15,516 | 0.8% | Manufacturing |
ESGD iShares ESG Aware MSCI EAFE ETF | $1,650,213 | $1,416,635 ▼ | -46.2% | 18,496 | 0.8% | Manufacturing |
ESGV Vanguard ESG U.S. Stock ETF | $1,642,298 | $233,753 ▼ | -12.5% | 14,979 | 0.8% | ETF |
NVDA NVIDIA | $1,327,285 | $171,895 ▲ | 14.9% | 8,401 | 0.6% | Computer and Technology |
COST Costco Wholesale | $1,314,640 | | 0.0% | 1,328 | 0.6% | Retail/Wholesale |
FNDX Schwab Fundamental U.S. Large Company ETF | $1,219,736 | | 0.0% | 49,704 | 0.6% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $1,204,983 | $408,844 ▲ | 51.4% | 39,980 | 0.6% | ETF |
FNDB Schwab Fundamental U.S. Broad Market ETF | $1,191,278 | | 0.0% | 49,678 | 0.6% | ETF |
VYM Vanguard High Dividend Yield ETF | $1,158,864 | | 0.0% | 8,693 | 0.6% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $1,118,659 | $9,545 ▼ | -0.8% | 18,635 | 0.5% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $1,092,179 | $85,541 ▲ | 8.5% | 25,638 | 0.5% | ETF |
V Visa | $1,036,391 | $163,678 ▲ | 18.8% | 2,919 | 0.5% | Business Services |
LDEM iShares ESG MSCI EM Leaders ETF | $1,001,989 | $287,122 ▲ | 40.2% | 18,576 | 0.5% | Manufacturing |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $984,760 | $532,118 ▲ | 117.6% | 23,827 | 0.5% | ETF |
VO Vanguard Mid-Cap ETF | $944,986 | $115,850 ▲ | 14.0% | 3,377 | 0.5% | ETF |
MA Mastercard | $922,705 | $207,918 ▲ | 29.1% | 1,642 | 0.4% | Business Services |
IBM International Business Machines | $900,680 | $332,854 ▲ | 58.6% | 3,055 | 0.4% | Computer and Technology |
META Meta Platforms | $871,684 | $6,643 ▲ | 0.8% | 1,181 | 0.4% | Computer and Technology |
MUB iShares National Muni Bond ETF | $823,302 | $159,959 ▲ | 24.1% | 7,880 | 0.4% | ETF |
VV Vanguard Large-Cap ETF | $799,125 | | 0.0% | 2,801 | 0.4% | ETF |
USXF iShares ESG Advanced MSCI USA ETF | $794,315 | $213,180 ▲ | 36.7% | 14,729 | 0.4% | Manufacturing |
VSGX Vanguard ESG International Stock ETF | $772,245 | $199,972 ▼ | -20.6% | 11,790 | 0.4% | ETF |
MSI Motorola Solutions | $768,180 | | 0.0% | 1,827 | 0.4% | Computer and Technology |
HD Home Depot | $760,411 | $15,032 ▼ | -1.9% | 2,074 | 0.4% | Retail/Wholesale |
JPM JPMorgan Chase & Co. | $758,115 | $74,797 ▲ | 10.9% | 2,615 | 0.4% | Finance |
EW Edwards Lifesciences | $735,800 | $3,519 ▼ | -0.5% | 9,408 | 0.4% | Medical |
LLY Eli Lilly and Company | $712,490 | $21,827 ▲ | 3.2% | 914 | 0.3% | Medical |
CMF iShares California Muni Bond ETF | $711,800 | $711,800 ▲ | New Holding | 12,770 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $667,934 | $24,774 ▲ | 3.9% | 1,375 | 0.3% | Finance |
SYK Stryker | $643,294 | $8,704 ▲ | 1.4% | 1,626 | 0.3% | Medical |
IWP iShares Russell Mid-Cap Growth ETF | $638,344 | | 0.0% | 4,603 | 0.3% | ETF |
NULC Nuveen ESG Large-Cap ETF | $627,639 | $190,213 ▲ | 43.5% | 12,806 | 0.3% | ETF |
ORCL Oracle | $625,500 | $31,264 ▲ | 5.3% | 2,861 | 0.3% | Computer and Technology |
ASML ASML | $609,056 | $1,603 ▼ | -0.3% | 760 | 0.3% | Computer and Technology |
SCHH Schwab U.S. REIT ETF | $597,156 | $75,943 ▼ | -11.3% | 28,221 | 0.3% | ETF |
XJH iShares ESG Select Screened S&P Mid-Cap ETF | $590,015 | $590,015 ▲ | New Holding | 14,217 | 0.3% | ETF |
SPYX SPDR S&P Fossil Fuel Reserves Free ETF | $587,579 | $93,711 ▼ | -13.8% | 11,537 | 0.3% | ETF |
ADP Automatic Data Processing | $570,540 | $1,542 ▲ | 0.3% | 1,850 | 0.3% | Computer and Technology |
SCHF Schwab International Equity ETF | $567,285 | | 0.0% | 25,669 | 0.3% | ETF |
VIG Vanguard Dividend Appreciation ETF | $566,731 | $24,560 ▲ | 4.5% | 2,769 | 0.3% | ETF |
ARCC Ares Capital | $518,124 | $130,991 ▼ | -20.2% | 23,594 | 0.3% | Finance |
PWR Quanta Services | $513,055 | $4,159 ▲ | 0.8% | 1,357 | 0.2% | Construction |
AVGO Broadcom | $511,882 | $59,540 ▲ | 13.2% | 1,857 | 0.2% | Computer and Technology |
VHT Vanguard Health Care ETF | $504,483 | | 0.0% | 2,031 | 0.2% | ETF |
FNDF Schwab Fundamental International Equity ETF | $488,284 | | 0.0% | 12,201 | 0.2% | ETF |
ABT Abbott Laboratories | $485,692 | $144,987 ▲ | 42.6% | 3,571 | 0.2% | Medical |
CSCO Cisco Systems | $469,018 | $86,935 ▲ | 22.8% | 6,760 | 0.2% | Computer and Technology |
SCHZ Schwab U.S. Aggregate Bond ETF | $454,133 | $2,382,240 ▼ | -84.0% | 19,541 | 0.2% | ETF |
SDY SPDR S&P Dividend ETF | $441,394 | $8,144 ▼ | -1.8% | 3,252 | 0.2% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $417,767 | | 0.0% | 6,736 | 0.2% | ETF |
AMT American Tower | $404,909 | $7,736 ▲ | 1.9% | 1,832 | 0.2% | Finance |
MCO Moody's | $403,278 | $4,514 ▲ | 1.1% | 804 | 0.2% | Finance |
BLACKROCK INC
| $399,764 | $19,936 ▲ | 5.2% | 381 | 0.2% | COM |
NFLX Netflix | $396,382 | $93,739 ▲ | 31.0% | 296 | 0.2% | Consumer Discretionary |
HASI HA Sustainable Infrastructure Capital | $392,720 | $11,792 ▲ | 3.1% | 14,621 | 0.2% | Finance |
IWF iShares Russell 1000 Growth ETF | $390,614 | | 0.0% | 920 | 0.2% | ETF |
XOM Exxon Mobil | $369,215 | $65,435 ▲ | 21.5% | 3,425 | 0.2% | Energy |
INTU Intuit | $362,310 | $34,656 ▲ | 10.6% | 460 | 0.2% | Computer and Technology |
CHD Church & Dwight | $345,612 | $1,730 ▼ | -0.5% | 3,596 | 0.2% | Consumer Staples |
UNH UnitedHealth Group | $344,727 | $67,386 ▲ | 24.3% | 1,105 | 0.2% | Medical |
TMO Thermo Fisher Scientific | $343,425 | $6,893 ▼ | -2.0% | 847 | 0.2% | Medical |
VB Vanguard Small-Cap ETF | $341,488 | $144,321 ▼ | -29.7% | 1,441 | 0.2% | ETF |
TXN Texas Instruments | $333,645 | $6,229 ▲ | 1.9% | 1,607 | 0.2% | Computer and Technology |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $332,806 | $112,240 ▲ | 50.9% | 6,120 | 0.2% | ETF |
PEP PepsiCo | $324,290 | $92,296 ▲ | 39.8% | 2,456 | 0.2% | Consumer Staples |
WMT Walmart | $319,349 | $782 ▲ | 0.2% | 3,266 | 0.2% | Retail/Wholesale |
VT Vanguard Total World Stock ETF | $311,443 | $129 ▲ | 0.0% | 2,423 | 0.2% | ETF |
NUSC Nuveen ESG Small-Cap ETF | $309,991 | $91,258 ▲ | 41.7% | 7,609 | 0.2% | ETF |
ITW Illinois Tool Works | $291,508 | $495 ▲ | 0.2% | 1,179 | 0.1% | Industrials |
MCD McDonald's | $282,528 | $43,825 ▲ | 18.4% | 967 | 0.1% | Retail/Wholesale |
ICE Intercontinental Exchange | $278,507 | $2,752 ▼ | -1.0% | 1,518 | 0.1% | Finance |
