SPDW SPDR Portfolio Developed World ex-US ETF | $23,258,454 | $1,667,908 â–² | 7.7% | 461,569 | 8.4% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $20,070,484 | $3,327,607 â–² | 19.9% | 396,650 | 7.2% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $12,929,585 | $86,355 â–¼ | -0.7% | 181,468 | 4.7% | ETF |
BND Vanguard Total Bond Market ETF | $12,373,107 | $882,461 â–² | 7.7% | 168,548 | 4.5% | ETF |
AAPL Apple | $10,180,424 | $1,024,321 â–² | 11.2% | 35,183 | 3.7% | Computer and Technology |
SPEM SPDR Portfolio Emerging Markets ETF | $9,858,804 | $608,933 â–² | 6.6% | 190,398 | 3.6% | ETF |
DMXF iShares ESG Advanced MSCI EAFE ETF | $9,132,869 | $120,977 â–² | 1.3% | 107,954 | 3.3% | Manufacturing |
SPLG SPDR Portfolio S&P 500 ETF | $8,872,714 | $23,552 â–¼ | -0.3% | 100,964 | 3.2% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $7,956,307 | $504,734 â–¼ | -6.0% | 311,768 | 2.9% | ETF |
VOTE TCW Transform 500 ETF | $7,560,271 | $172,281 â–² | 2.3% | 85,748 | 2.7% | ETF |
SCHA Schwab US Small-Cap ETF | $6,185,393 | $103,657 â–² | 1.7% | 171,198 | 2.2% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $6,171,699 | $57,561 â–¼ | -0.9% | 67,978 | 2.2% | ETF |
MSFT Microsoft | $5,383,167 | $2,082,615 â–² | 63.1% | 14,431 | 1.9% | Computer and Technology |
EMXF iShares ESG Advanced MSCI EM ETF | $5,377,871 | $314,931 â–² | 6.2% | 92,810 | 1.9% | ETF |
VTI Vanguard Total Stock Market ETF | $4,946,029 | $7,401 â–² | 0.1% | 13,366 | 1.8% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $4,617,347 | $28,982 â–² | 0.6% | 91,288 | 1.7% | ETF |
SCHX Schwab US Large-Cap ETF | $4,569,243 | $90,203 â–¼ | -1.9% | 155,258 | 1.7% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $4,407,930 | | 0.0% | 52,632 | 1.6% | ETF |
GOOG Alphabet | $4,398,252 | $157,232 â–² | 3.7% | 12,448 | 1.6% | Computer and Technology |
VXF Vanguard Extended Market ETF | $4,028,734 | $15,265 â–¼ | -0.4% | 16,363 | 1.5% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $4,013,888 | $34,560 â–¼ | -0.9% | 67,246 | 1.4% | ETF |
GOOGL Alphabet | $3,968,236 | $313,056 â–² | 8.6% | 11,104 | 1.4% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $3,383,913 | $15,110 â–² | 0.4% | 4,927 | 1.2% | ETF |
BNDX Vanguard Total International Bond ETF | $3,046,449 | $2,039,635 â–¼ | -40.1% | 62,904 | 1.1% | ETF |
SCHB Schwab US Broad Market ETF | $2,936,645 | $116 â–² | 0.0% | 101,403 | 1.1% | ETF |
AMZN Amazon.com | $2,906,318 | $4,767 â–¼ | -0.2% | 12,194 | 1.0% | Retail/Wholesale |
SCHM Schwab U.S. Mid-Cap ETF | $2,893,387 | $413,093 â–¼ | -12.5% | 78,475 | 1.0% | ETF |
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF | $2,734,149 | $354,602 â–¼ | -11.5% | 50,519 | 1.0% | ETF |
USXF iShares ESG Advanced MSCI USA ETF | $2,584,673 | $161,056 â–² | 6.6% | 37,216 | 0.9% | Manufacturing |
NVDA NVIDIA | $2,567,770 | $480,419 â–² | 23.0% | 12,833 | 0.9% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $2,449,619 | $749 â–¼ | 0.0% | 3,271 | 0.9% | ETF |
MKL Markel Group | $2,435,403 | $101,557 â–¼ | -4.0% | 1,247 | 0.9% | Multi-Sector Conglomerates |
ESGD iShares ESG Aware MSCI EAFE ETF | $2,051,779 | $126,662 â–² | 6.6% | 19,957 | 0.7% | Manufacturing |
SUSL iShares ESG MSCI USA Leaders ETF | $1,865,544 | $193,962 â–¼ | -9.4% | 14,052 | 0.7% | Manufacturing |
ESGV Vanguard ESG U.S. Stock ETF | $1,742,527 | $124,041 â–¼ | -6.6% | 13,177 | 0.6% | ETF |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $1,595,532 | $11,466 â–¼ | -0.7% | 28,527 | 0.6% | ETF |
ASML ASML | $1,577,626 | $17,905 â–² | 1.1% | 793 | 0.6% | Computer and Technology |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $1,565,914 | $17,416 â–¼ | -1.1% | 27,153 | 0.6% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $1,555,956 | $51,090 â–² | 3.4% | 42,911 | 0.6% | ETF |
FNDX Schwab Fundamental U.S. Large Company ETF | $1,545,794 | | 0.0% | 49,704 | 0.6% | ETF |
FNDB Schwab Fundamental U.S. Broad Market ETF | $1,513,192 | | 0.0% | 49,678 | 0.5% | ETF |
VYM Vanguard High Dividend Yield ETF | $1,455,456 | $33,660 â–² | 2.4% | 9,210 | 0.5% | Financial Services |
VANGUARD CALIF TAX FREE FDS
| $1,322,789 | $116,495 â–² | 9.7% | 13,149 | 0.5% | TAX EXEMPT BD FD |
IEMG iShares Core MSCI Emerging Markets ETF | $1,297,771 | $40,840 â–¼ | -3.1% | 15,666 | 0.5% | ETF |
COST Costco Wholesale | $1,264,755 | $8,419 â–² | 0.7% | 1,352 | 0.5% | Retail/Wholesale |
LLY Eli Lilly and Company | $1,170,644 | $151,128 â–² | 14.8% | 976 | 0.4% | Medical |
V Visa | $1,062,550 | $123,856 â–² | 13.2% | 3,097 | 0.4% | Business Services |
XJH iShares ESG Select Screened S&P Mid-Cap ETF | $1,052,921 | $24,563 â–² | 2.4% | 20,190 | 0.4% | ETF |
AVGO Broadcom | $1,037,302 | $228,539 â–² | 28.3% | 2,746 | 0.4% | Computer and Technology |
META Meta Platforms | $1,026,878 | $474,290 â–² | 85.8% | 1,823 | 0.4% | Computer and Technology |
CMF iShares California Muni Bond ETF | $1,016,020 | $163,698 â–² | 19.2% | 17,627 | 0.4% | ETF |
VSGX Vanguard ESG International Stock ETF | $970,789 | | 0.0% | 11,790 | 0.4% | ETF |
VV Vanguard Large-Cap ETF | $963,292 | | 0.0% | 2,801 | 0.3% | ETF |
LDEM iShares ESG MSCI EM Leaders ETF | $947,405 | $25,275 â–¼ | -2.6% | 15,706 | 0.3% | Manufacturing |
SCHZ Schwab U.S. Aggregate Bond ETF | $947,243 | $24,217 â–² | 2.6% | 40,953 | 0.3% | ETF |
MA Mastercard | $917,803 | $15,922 â–² | 1.8% | 1,787 | 0.3% | Business Services |
EW Edwards Lifesciences | $873,301 | $5,066 â–² | 0.6% | 9,654 | 0.3% | Medical |
GLW Corning | $838,321 | $3,065 â–² | 0.4% | 3,282 | 0.3% | Computer and Technology |
MUB iShares National Muni Bond ETF | $811,024 | $111,710 â–² | 16.0% | 7,536 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $806,214 | $50,736 â–² | 6.7% | 2,463 | 0.3% | Finance |
MU Micron Technology | $787,226 | $69,257 â–² | 9.6% | 682 | 0.3% | Computer and Technology |
AMAT Applied Materials | $786,624 | $49,887 â–² | 6.8% | 1,088 | 0.3% | Computer and Technology |
MSI Motorola Solutions | $758,735 | | 0.0% | 1,827 | 0.3% | Computer and Technology |
HD Home Depot | $742,039 | $36,326 â–² | 5.1% | 2,104 | 0.3% | Retail/Wholesale |
SPYX SPDR S&P Fossil Fuel Reserves Free ETF | $731,917 | $27,006 â–² | 3.8% | 11,979 | 0.3% | ETF |
NULC Nuveen ESG Large-Cap ETF | $711,615 | $24,309 â–¼ | -3.3% | 13,144 | 0.3% | ETF |
VO Vanguard Mid-Cap ETF | $702,893 | $527,170 â–² | 300.0% | 8,724 | 0.3% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $673,925 | | 0.0% | 4,603 | 0.2% | ETF |
VIG Vanguard Dividend Appreciation ETF | $668,452 | $47,324 â–² | 7.6% | 2,825 | 0.2% | ETF |
IBM International Business Machines | $659,540 | $563 â–¼ | -0.1% | 2,345 | 0.2% | Computer and Technology |
FNDF Schwab Fundamental International Equity ETF | $643,725 | | 0.0% | 12,201 | 0.2% | ETF |
CSCO Cisco Systems | $643,687 | $2,467 â–¼ | -0.4% | 5,480 | 0.2% | Computer and Technology |
SCHF Schwab International Equity ETF | $627,654 | | 0.0% | 22,659 | 0.2% | ETF |
BRK.B Berkshire Hathaway | $624,487 | $2,002 â–² | 0.3% | 1,248 | 0.2% | Finance |
VHT Vanguard Health Care ETF | $601,608 | $5,681 â–¼ | -0.9% | 2,012 | 0.2% | ETF |
SYK Stryker | $558,526 | $30,225 â–² | 5.7% | 1,774 | 0.2% | Medical |
HASI HA Sustainable Infrastructure Capital | $554,705 | | 0.0% | 14,205 | 0.2% | Finance |
ADP Automatic Data Processing | $536,136 | $78,159 â–² | 17.1% | 2,394 | 0.2% | Computer and Technology |
UNH UnitedHealth Group | $521,200 | $65,670 â–² | 14.4% | 1,254 | 0.2% | Medical |
KLAC KLA | $513,510 | $467,047 â–² | 1,005.2% | 1,702 | 0.2% | Computer and Technology |
MRK Merck & Co., Inc. | $504,363 | $41,506 â–² | 9.0% | 3,925 | 0.2% | Medical |
SDY SPDR S&P Dividend ETF | $494,889 | | 0.0% | 3,252 | 0.2% | ETF |
TXN Texas Instruments | $480,787 | $298 â–² | 0.1% | 1,613 | 0.2% | Computer and Technology |
WELL Welltower | $470,736 | $47,437 â–² | 11.2% | 2,074 | 0.2% | Finance |
ORCL Oracle | $462,951 | $32,388 â–² | 7.5% | 3,159 | 0.2% | Computer and Technology |
JNJ Johnson & Johnson | $460,956 | $41,397 â–² | 9.9% | 1,815 | 0.2% | Medical |
IWF iShares Russell 1000 Growth ETF | $456,946 | $342,710 â–² | 300.0% | 3,680 | 0.2% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $455,797 | | 0.0% | 5,911 | 0.2% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $452,382 | $4,932 â–¼ | -1.1% | 6,696 | 0.2% | ETF |
TMO Thermo Fisher Scientific | $445,208 | $4,011 â–¼ | -0.9% | 888 | 0.2% | Medical |
XOM ExxonMobil | $428,440 | $2,051 â–² | 0.5% | 3,134 | 0.2% | Energy |
BGRN iShares USD Green Bond ETF | $420,084 | $167,103 â–² | 66.1% | 8,849 | 0.2% | Manufacturing |
VB Vanguard Small-Cap ETF | $414,971 | | 0.0% | 1,369 | 0.1% | ETF |
PWR Quanta Services | $385,941 | $2,880 â–² | 0.8% | 536 | 0.1% | Construction |
PEP PepsiCo | $385,890 | $7,582 â–² | 2.0% | 2,850 | 0.1% | Consumer Staples |
SOXX iShares Semiconductor ETF | $384,456 | $384,456 â–² | New Holding | 600 | 0.1% | ETF |
NUSC Nuveen ESG Small-Cap ETF | $383,603 | | 0.0% | 7,360 | 0.1% | ETF |
CHD Church & Dwight | $383,451 | $22,186 â–² | 6.1% | 3,958 | 0.1% | Consumer Staples |
BLACKROCK INC
| $375,008 | $9,616 â–² | 2.6% | 390 | 0.1% | COM |
WALMART INC
| $360,054 | $25,370 â–² | 7.6% | 3,179 | 0.1% | COM |
