SPDW SPDR Portfolio Developed World ex-US ETF | $24,293,699 | $1,118,327 ▲ | 4.8% | 483,842 | 8.6% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $14,676,167 | $4,839,018 ▼ | -24.8% | 298,296 | 5.2% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $12,670,107 | $143,338 ▼ | -1.1% | 179,438 | 4.5% | ETF |
AAPL Apple | $11,470,393 | $246,099 ▼ | -2.1% | 34,444 | 4.1% | Technology |
BND Vanguard Total Bond Market ETF | $10,963,493 | $860,182 ▼ | -7.3% | 156,286 | 3.9% | ETF |
BNDX Vanguard Total International Bond ETF | $10,531,697 | $7,583,384 ▲ | 257.2% | 224,700 | 3.7% | ETF |
DMXF iShares ESG Advanced MSCI EAFE ETF | $10,358,943 | $1,220,651 ▲ | 13.4% | 122,374 | 3.7% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $10,224,878 | $369,877 ▲ | 3.8% | 197,544 | 3.6% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $9,120,062 | $57,536 ▲ | 0.6% | 101,605 | 3.2% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $8,783,376 | $1,188,718 ▲ | 15.7% | 360,566 | 3.1% | ETF |
TCW ETF TRUST
| $8,161,497 | $439,212 ▲ | 5.7% | 90,625 | 2.9% | TRANSFRM 500 ETF |
MSFT Microsoft | $7,495,181 | $93,350 ▲ | 1.3% | 14,613 | 2.7% | Technology |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $6,236,547 | $20,803 ▼ | -0.3% | 67,752 | 2.2% | ETF |
EMXF iShares ESG Advanced MSCI EM ETF | $5,693,386 | $380,025 ▲ | 7.2% | 99,448 | 2.0% | ETF |
SCHA Schwab US Small-Cap ETF | $5,373,321 | $212,878 ▼ | -3.8% | 164,674 | 1.9% | ETF |
VTI Vanguard Total Stock Market ETF | $4,999,358 | $2,620 ▼ | -0.1% | 13,359 | 1.8% | ETF |
SCHX Schwab US Large-Cap ETF | $4,643,490 | $14,250 ▼ | -0.3% | 154,783 | 1.6% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $4,366,877 | | 0.0% | 52,632 | 1.5% | ETF |
GOOG Alphabet | $4,248,346 | $6,815 ▲ | 0.2% | 12,468 | 1.5% | Communication Services |
SCMB Schwab Municipal Bond ETF | $4,183,787 | $3,904,763 ▲ | 1,399.4% | 173,170 | 1.5% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $4,016,329 | $27,994 ▲ | 0.7% | 67,718 | 1.4% | ETF |
GOOGL Alphabet | $3,744,279 | $76,386 ▼ | -2.0% | 10,882 | 1.3% | Communication Services |
VXF Vanguard Extended Market ETF | $3,528,420 | $261,742 ▼ | -6.9% | 15,233 | 1.3% | ETF |
VOO Vanguard S&P 500 ETF | $3,369,034 | $84,103 ▼ | -2.4% | 4,807 | 1.2% | ETF |
AMZN Amazon.com | $2,982,575 | $55,560 ▼ | -1.8% | 11,971 | 1.1% | Consumer Discretionary |
SCHB Schwab US Broad Market ETF | $2,967,964 | $4,162 ▼ | -0.1% | 101,261 | 1.1% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $2,952,648 | $2,047,587 ▲ | 226.2% | 133,604 | 1.0% | ETF |
NVDA NVIDIA | $2,905,011 | $25,807 ▼ | -0.9% | 12,720 | 1.0% | Technology |
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF | $2,644,001 | $62,302 ▼ | -2.3% | 49,356 | 0.9% | ETF |
IVV iShares Core S&P 500 ETF | $2,505,095 | | 0.0% | 3,271 | 0.9% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $2,398,797 | $270,937 ▼ | -10.1% | 70,511 | 0.9% | ETF |
USXF iShares ESG Advanced MSCI USA ETF | $2,310,688 | $222,214 ▼ | -8.8% | 33,951 | 0.8% | ETF |
MKL Markel Group | $2,140,563 | $5,137 ▲ | 0.2% | 1,250 | 0.8% | Finance |
CMF iShares California Muni Bond ETF | $2,135,846 | $1,181,873 ▲ | 123.9% | 39,465 | 0.8% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $2,101,808 | $45,239 ▲ | 2.2% | 20,396 | 0.7% | ETF |
SUSL iShares ESG MSCI USA Leaders ETF | $1,915,111 | | 0.0% | 14,052 | 0.7% | ETF |
ESGV Vanguard ESG U.S. Stock ETF | $1,780,187 | $5,692 ▼ | -0.3% | 13,135 | 0.6% | ETF |
FNDX Schwab Fundamental U.S. Large Company ETF | $1,564,185 | | 0.0% | 49,704 | 0.6% | ETF |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $1,549,148 | $65,729 ▲ | 4.4% | 29,791 | 0.5% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $1,508,523 | $55,586 ▼ | -3.6% | 41,386 | 0.5% | ETF |
FNDB Schwab Fundamental U.S. Broad Market ETF | $1,499,982 | $20,662 ▼ | -1.4% | 49,003 | 0.5% | ETF |
ASML ASML | $1,451,148 | $14,493 ▲ | 1.0% | 801 | 0.5% | Technology |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $1,435,308 | | 0.0% | 27,153 | 0.5% | ETF |
VYM Vanguard High Dividend Yield ETF | $1,393,230 | $36,162 ▼ | -2.5% | 8,977 | 0.5% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $1,271,453 | | 0.0% | 15,666 | 0.5% | ETF |
COST Costco Wholesale | $1,219,856 | $10,924 ▼ | -0.9% | 1,340 | 0.4% | Consumer Staples |
LDEM iShares ESG MSCI EM Leaders ETF | $1,146,945 | $196,794 ▲ | 20.7% | 18,959 | 0.4% | ETF |
V Visa | $1,137,639 | $24,794 ▲ | 2.2% | 3,166 | 0.4% | Finance |
LLY Eli Lilly and Company | $1,095,755 | $33,555 ▼ | -3.0% | 947 | 0.4% | Healthcare |
XJH iShares ESG Select Screened S&P Mid-Cap ETF | $1,063,025 | $78,146 ▲ | 7.9% | 21,792 | 0.4% | ETF |
MA Mastercard | $1,041,175 | $55,698 ▲ | 5.7% | 1,888 | 0.4% | Finance |
AVGO Broadcom | $1,001,243 | $36,875 ▲ | 3.8% | 2,851 | 0.4% | Technology |
VV Vanguard Large-Cap ETF | $985,532 | | 0.0% | 2,801 | 0.3% | ETF |
META Meta Platforms | $981,169 | $340,835 ▼ | -25.8% | 1,353 | 0.3% | Communication Services |
VSGX Vanguard ESG International Stock ETF | $955,815 | | 0.0% | 11,790 | 0.3% | ETF |
EW Edwards Lifesciences | $831,607 | $1,726 ▼ | -0.2% | 9,634 | 0.3% | Healthcare |
JPM JPMorgan Chase & Co. | $828,398 | $13,564 ▲ | 1.7% | 2,504 | 0.3% | Finance |
MSI Motorola Solutions | $814,787 | | 0.0% | 1,827 | 0.3% | Technology |
SPYX SPDR S&P Fossil Fuel Reserves Free ETF | $748,448 | | 0.0% | 11,979 | 0.3% | ETF |
MU Micron Technology | $733,861 | $7,456 ▲ | 1.0% | 689 | 0.3% | Technology |
NULC Nuveen ESG Large-Cap ETF | $721,762 | $9,176 ▼ | -1.3% | 12,979 | 0.3% | ETF |
VO Vanguard Mid-Cap ETF | $683,195 | $941 ▼ | -0.1% | 8,712 | 0.2% | ETF |
VIG Vanguard Dividend Appreciation ETF | $659,101 | | 0.0% | 2,825 | 0.2% | ETF |
FNDF Schwab Fundamental International Equity ETF | $655,804 | | 0.0% | 12,201 | 0.2% | ETF |
VHT Vanguard Health Care ETF | $635,953 | | 0.0% | 2,012 | 0.2% | ETF |
MUB iShares National Muni Bond ETF | $635,818 | $126,072 ▼ | -16.5% | 6,289 | 0.2% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $633,741 | | 0.0% | 4,603 | 0.2% | ETF |
SCHF Schwab International Equity ETF | $622,443 | | 0.0% | 22,659 | 0.2% | ETF |
ADP Automatic Data Processing | $619,860 | $2,064 ▲ | 0.3% | 2,402 | 0.2% | Industrials |
BRK.B Berkshire Hathaway | $608,993 | $12,449 ▼ | -2.0% | 1,223 | 0.2% | Finance |
TMO Thermo Fisher Scientific | $607,545 | $8,101 ▲ | 1.4% | 900 | 0.2% | Healthcare |
CSCO Cisco Systems | $590,802 | $969 ▲ | 0.2% | 5,489 | 0.2% | Technology |
HD Home Depot | $587,472 | $11,095 ▼ | -1.9% | 2,065 | 0.2% | Consumer Discretionary |
MRK Merck & Co., Inc. | $570,196 | $145 ▼ | 0.0% | 3,924 | 0.2% | Healthcare |
AMAT Applied Materials | $554,336 | $2,046 ▼ | -0.4% | 1,084 | 0.2% | Technology |
HASI HA Sustainable Infrastructure Capital | $508,823 | | 0.0% | 14,205 | 0.2% | Finance |
EXXONMOBIL HOLDINGS CORP
| $502,430 | $502,430 ▲ | New Holding | 3,087 | 0.2% | COM SHS |
GLW Corning | $482,191 | $22,449 ▼ | -4.4% | 3,136 | 0.2% | Technology |
JNJ Johnson & Johnson | $480,503 | | 0.0% | 1,815 | 0.2% | Healthcare |
WELL Welltower | $479,129 | $1,612 ▲ | 0.3% | 2,081 | 0.2% | Real Estate |
VTEB Vanguard Tax-Exempt Bond ETF | $477,720 | $3,845,677 ▼ | -89.0% | 10,087 | 0.2% | ETF |
SDY SPDR S&P Dividend ETF | $476,353 | | 0.0% | 3,252 | 0.2% | ETF |
SYK Stryker | $468,714 | $19,828 ▼ | -4.1% | 1,702 | 0.2% | Healthcare |
IBM International Business Machines | $464,052 | $51,684 ▼ | -10.0% | 2,110 | 0.2% | Technology |
IWF iShares Russell 1000 Growth ETF | $460,957 | | 0.0% | 3,680 | 0.2% | ETF |
TXN Texas Instruments | $460,188 | $8,403 ▲ | 1.9% | 1,643 | 0.2% | Technology |
NUSC Nuveen ESG Small-Cap ETF | $449,487 | $92,343 ▲ | 25.9% | 9,263 | 0.2% | ETF |
UNH UnitedHealth Group | $445,268 | $15,050 ▼ | -3.3% | 1,213 | 0.2% | Healthcare |
IJH iShares Core S&P Mid-Cap ETF | $425,296 | | 0.0% | 5,911 | 0.2% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $422,116 | | 0.0% | 6,696 | 0.1% | ETF |
BLACKROCK INC
| $411,675 | $1,058 ▼ | -0.3% | 389 | 0.1% | COM |
VB Vanguard Small-Cap ETF | $389,467 | | 0.0% | 1,369 | 0.1% | ETF |
ABT Abbott Laboratories | $386,623 | $21,347 ▲ | 5.8% | 3,912 | 0.1% | Healthcare |
GRNB VanEck Green Bond ETF | $382,782 | $160,566 ▲ | 72.3% | 16,485 | 0.1% | ETF |
PEP PepsiCo | $377,626 | $16,474 ▲ | 4.6% | 2,980 | 0.1% | Consumer Staples |
ORCL Oracle | $372,220 | $61,510 ▼ | -14.2% | 2,711 | 0.1% | Technology |
CHD Church & Dwight | $370,944 | $1,979 ▼ | -0.5% | 3,937 | 0.1% | Consumer Staples |
MCO Moody's | $355,130 | $4,541 ▼ | -1.3% | 782 | 0.1% | Finance |
SOXX iShares Semiconductor ETF | $341,184 | | 0.0% | 600 | 0.1% | ETF |
SCHH Schwab U.S. REIT ETF | $331,944 | $1,653 ▲ | 0.5% | 15,061 | 0.1% | ETF |
