BND Vanguard Total Bond Market ETF | $15,435,676 | $1,524,089 ▲ | 11.0% | 210,152 | 8.6% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $11,530,745 | $719,607 ▲ | 6.7% | 316,692 | 6.4% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $10,439,638 | $1,140,068 ▼ | -9.8% | 205,383 | 5.8% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $8,096,576 | $1,878,949 ▲ | 30.2% | 317,016 | 4.5% | ETF |
AAPL Apple | $7,769,174 | $1,488,485 ▲ | 23.7% | 34,976 | 4.3% | Computer and Technology |
SPEM SPDR Portfolio Emerging Markets ETF | $6,599,289 | $35,827 ▼ | -0.5% | 167,622 | 3.7% | ETF |
VOTE TCW Transform 500 ETF | $6,440,457 | $43,681 ▲ | 0.7% | 98,493 | 3.6% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $6,388,847 | $44,454 ▲ | 0.7% | 97,154 | 3.5% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $5,331,024 | $559,664 ▼ | -9.5% | 107,437 | 3.0% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $4,796,591 | $180,158 ▼ | -3.6% | 70,528 | 2.7% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $4,216,628 | $534,609 ▼ | -11.3% | 93,165 | 2.3% | ETF |
DMXF iShares ESG Advanced MSCI EAFE ETF | $4,165,922 | $403,299 ▲ | 10.7% | 61,864 | 2.3% | Manufacturing |
VTI Vanguard Total Stock Market ETF | $3,907,508 | $109,114 ▼ | -2.7% | 14,217 | 2.2% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $3,187,440 | | 0.0% | 52,546 | 1.8% | ETF |
VXF Vanguard Extended Market ETF | $2,937,033 | $43,926 ▼ | -1.5% | 17,050 | 1.6% | ETF |
SCHA Schwab US Small-Cap ETF | $2,927,414 | $172,234 ▼ | -5.6% | 124,943 | 1.6% | ETF |
SCHX Schwab US Large-Cap ETF | $2,845,538 | $20,490 ▼ | -0.7% | 128,874 | 1.6% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $2,826,609 | $1,397,799 ▲ | 97.8% | 122,047 | 1.6% | ETF |
MKL Markel Group | $2,824,981 | $835,716 ▲ | 42.0% | 1,511 | 1.6% | Multi-Sector Conglomerates |
ESGD iShares ESG Aware MSCI EAFE ETF | $2,808,012 | $838,875 ▲ | 42.6% | 34,374 | 1.6% | Manufacturing |
AMZN Amazon.com | $2,511,051 | $6,849 ▲ | 0.3% | 13,198 | 1.4% | Retail/Wholesale |
VOO Vanguard S&P 500 ETF | $2,482,751 | $32,377 ▲ | 1.3% | 4,831 | 1.4% | ETF |
MSFT Microsoft | $2,425,145 | $168,183 ▼ | -6.5% | 6,460 | 1.3% | Computer and Technology |
SCHB Schwab US Broad Market ETF | $2,220,672 | $56,107 ▼ | -2.5% | 103,143 | 1.2% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $1,897,713 | $401,215 ▲ | 26.8% | 27,547 | 1.1% | ETF |
IVV iShares Core S&P 500 ETF | $1,809,880 | | 0.0% | 3,221 | 1.0% | ETF |
GOOGL Alphabet | $1,742,498 | $228,714 ▲ | 15.1% | 11,268 | 1.0% | Computer and Technology |
ESGV Vanguard ESG US Stock ETF | $1,676,023 | $298,650 ▲ | 21.7% | 17,111 | 0.9% | ETF |
GOOG Alphabet | $1,568,549 | $190,913 ▲ | 13.9% | 10,040 | 0.9% | Computer and Technology |
SCHM Schwab U.S. Mid-Cap ETF | $1,553,477 | $178,343 ▼ | -10.3% | 59,293 | 0.9% | ETF |
EMXF iShares ESG Advanced MSCI EM ETF | $1,510,059 | $59,234 ▲ | 4.1% | 39,489 | 0.8% | ETF |
SUSL iShares ESG MSCI USA Leaders ETF | $1,486,588 | $38,037 ▲ | 2.6% | 15,516 | 0.8% | Manufacturing |
COST Costco Wholesale | $1,255,996 | $26,482 ▲ | 2.2% | 1,328 | 0.7% | Retail/Wholesale |
FNDX Schwab Fundamental U.S. Large Company Index ETF | $1,173,511 | $92,079 ▲ | 8.5% | 49,704 | 0.7% | ETF |
FNDB Schwab Fundamental U.S. Broad Market Index ETF | $1,143,091 | $89,739 ▲ | 8.5% | 49,678 | 0.6% | ETF |
VYM Vanguard High Dividend Yield ETF | $1,121,049 | $65,125 ▲ | 6.2% | 8,693 | 0.6% | ETF |
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF | $1,060,258 | $2,148 ▲ | 0.2% | 24,680 | 0.6% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $1,014,312 | $23,423 ▼ | -2.3% | 18,794 | 0.6% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $963,159 | $37,988 ▲ | 4.1% | 23,630 | 0.5% | ETF |
VSGX Vanguard ESG International Stock ETF | $875,440 | $292,600 ▲ | 50.2% | 14,843 | 0.5% | ETF |
V Visa | $861,431 | $40,653 ▲ | 5.0% | 2,458 | 0.5% | Business Services |
MSI Motorola Solutions | $799,879 | | 0.0% | 1,827 | 0.4% | Computer and Technology |
NVDA NVIDIA | $792,589 | $95,375 ▲ | 13.7% | 7,313 | 0.4% | Computer and Technology |
HD Home Depot | $775,126 | $97,120 ▼ | -11.1% | 2,115 | 0.4% | Retail/Wholesale |
VO Vanguard Mid-Cap ETF | $766,291 | $136,551 ▲ | 21.7% | 2,963 | 0.4% | ETF |
LLY Eli Lilly and Company | $731,756 | $71,028 ▼ | -8.8% | 886 | 0.4% | Medical |
SCHE Schwab Emerging Markets Equity ETF | $728,256 | $328,687 ▲ | 82.3% | 26,415 | 0.4% | ETF |
VV Vanguard Large-Cap ETF | $719,941 | | 0.0% | 2,801 | 0.4% | ETF |
VANGUARD CALIF TAX FREE FDS
| $718,123 | | 0.0% | 7,298 | 0.4% | TAX EXEMPT BD FD |
BRK.B Berkshire Hathaway | $705,136 | $5,326 ▲ | 0.8% | 1,324 | 0.4% | Finance |
MA Mastercard | $697,209 | $28,502 ▲ | 4.3% | 1,272 | 0.4% | Business Services |
EW Edwards Lifesciences | $685,153 | $6,596 ▲ | 1.0% | 9,453 | 0.4% | Medical |
SCHH Schwab U.S. REIT ETF | $684,233 | $13,702 ▼ | -2.0% | 31,810 | 0.4% | ETF |
META Meta Platforms | $675,494 | $16,714 ▲ | 2.5% | 1,172 | 0.4% | Computer and Technology |
MUB iShares National Muni Bond ETF | $669,439 | $125,474 ▲ | 23.1% | 6,349 | 0.4% | ETF |
ARCC Ares Capital | $655,027 | $34,991 ▲ | 5.6% | 29,559 | 0.4% | Finance |
LDEM iShares ESG MSCI EM Leaders ETF | $645,686 | $129,546 ▲ | 25.1% | 13,253 | 0.4% | Manufacturing |
SPYX SPDR S&P Fossil Fuel Reserves Free ETF | $611,998 | $114,329 ▲ | 23.0% | 13,377 | 0.3% | ETF |
SYK Stryker | $597,089 | $13,773 ▲ | 2.4% | 1,604 | 0.3% | Medical |
JPM JPMorgan Chase & Co. | $578,172 | $120,197 ▲ | 26.2% | 2,357 | 0.3% | Finance |
ADP Automatic Data Processing | $563,703 | $17,415 ▲ | 3.2% | 1,845 | 0.3% | Business Services |
IWP iShares Russell Mid-Cap Growth ETF | $540,806 | | 0.0% | 4,603 | 0.3% | ETF |
VHT Vanguard Health Care ETF | $537,758 | $5,031 ▲ | 0.9% | 2,031 | 0.3% | ETF |
VIG Vanguard Dividend Appreciation ETF | $513,880 | $20,563 ▼ | -3.8% | 2,649 | 0.3% | ETF |
SCHF Schwab International Equity ETF | $507,733 | $17,347 ▼ | -3.3% | 25,669 | 0.3% | ETF |
ASML ASML | $504,924 | $663 ▲ | 0.1% | 762 | 0.3% | Computer and Technology |
USXF iShares ESG Advanced MSCI USA ETF | $502,916 | $230,363 ▲ | 84.5% | 10,776 | 0.3% | Manufacturing |
IBM International Business Machines | $478,919 | $23,871 ▲ | 5.2% | 1,926 | 0.3% | Computer and Technology |
UNH UnitedHealth Group | $465,614 | $12,570 ▼ | -2.6% | 889 | 0.3% | Medical |
VB Vanguard Small-Cap ETF | $454,588 | $218,424 ▲ | 92.5% | 2,050 | 0.3% | ETF |
SDY SPDR S&P Dividend ETF | $449,372 | | 0.0% | 3,312 | 0.2% | ETF |
ESGE iShares ESG Aware MSCI EM ETF | $448,688 | $224,064 ▲ | 99.8% | 12,838 | 0.2% | Manufacturing |
FNDF Schwab Fundamental International Large Company Index ETF | $440,944 | $27,647 ▼ | -5.9% | 12,201 | 0.2% | ETF |
TMO Thermo Fisher Scientific | $429,926 | $56,229 ▼ | -11.6% | 864 | 0.2% | Medical |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $420,666 | $76,897 ▲ | 22.4% | 10,952 | 0.2% | ETF |
HASI HA Sustainable Infrastructure Capital | $414,682 | $119,767 ▼ | -22.4% | 14,182 | 0.2% | Finance |
IAGG iShares Core International Aggregate Bond ETF | $406,786 | $167,324 ▼ | -29.1% | 8,137 | 0.2% | ETF |
CHD Church & Dwight | $397,865 | $7,156 ▲ | 1.8% | 3,614 | 0.2% | Consumer Staples |
IJH iShares Core S&P Mid-Cap ETF | $393,046 | $38,803 ▼ | -9.0% | 6,736 | 0.2% | ETF |
NULC Nuveen ESG Large-Cap ETF | $391,183 | $60,310 ▲ | 18.2% | 8,925 | 0.2% | ETF |
AMT American Tower | $391,027 | $17,626 ▼ | -4.3% | 1,797 | 0.2% | Finance |
ORCL Oracle | $380,004 | $29,780 ▲ | 8.5% | 2,718 | 0.2% | Computer and Technology |
MCO Moody's | $370,224 | $14,436 ▲ | 4.1% | 795 | 0.2% | Finance |
BLACKROCK INC
| $342,626 | $17,037 ▲ | 5.2% | 362 | 0.2% | COM |
PWR Quanta Services | $342,126 | $1,271 ▲ | 0.4% | 1,346 | 0.2% | Construction |
CSCO Cisco Systems | $339,837 | $36,039 ▲ | 11.9% | 5,507 | 0.2% | Computer and Technology |
XOM Exxon Mobil | $335,145 | $357 ▲ | 0.1% | 2,818 | 0.2% | Energy |
ABT Abbott Laboratories | $332,288 | $7,561 ▲ | 2.3% | 2,505 | 0.2% | Medical |
IWF iShares Russell 1000 Growth ETF | $332,203 | $25,276 ▼ | -7.1% | 920 | 0.2% | ETF |
ITW Illinois Tool Works | $291,908 | $29,265 ▲ | 11.1% | 1,177 | 0.2% | Industrials |
BN Brookfield | $290,876 | $55,031 ▲ | 23.3% | 5,550 | 0.2% | Finance |
WMT Walmart | $286,020 | $2,546 ▲ | 0.9% | 3,258 | 0.2% | Retail/Wholesale |
TXN Texas Instruments | $283,387 | $10,243 ▲ | 3.8% | 1,577 | 0.2% | Computer and Technology |
VT Vanguard Total World Stock ETF | $280,796 | $116 ▲ | 0.0% | 2,422 | 0.2% | ETF |
USB U.S. Bancorp | $275,950 | $18,366 ▼ | -6.2% | 6,536 | 0.2% | Finance |
USRT iShares Core U.S. REIT ETF | $274,810 | $55,008 ▼ | -16.7% | 4,771 | 0.2% | ETF |
AVGO Broadcom | $274,753 | $14,064 ▲ | 5.4% | 1,641 | 0.2% | Computer and Technology |
ICE Intercontinental Exchange | $264,443 | $11,040 ▲ | 4.4% | 1,533 | 0.1% | Finance |
PEP PepsiCo | $263,445 | $14,694 ▲ | 5.9% | 1,757 | 0.1% | Consumer Staples |
CTO CTO Realty Growth | $259,720 | $34,758 ▼ | -11.8% | 13,450 | 0.1% | Finance |
