VTI Vanguard Total Stock Market ETF | $46,052,196 | $698,265 â–¼ | -1.5% | 124,452 | 27.8% | ETF |
IVV iShares Core S&P 500 ETF | $28,289,980 | | 0.0% | 37,776 | 17.1% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $13,826,088 | $301,918 â–² | 2.2% | 165,088 | 8.4% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $5,069,830 | | 0.0% | 84,936 | 3.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $4,489,605 | | 0.0% | 63,012 | 2.7% | ETF |
ACWX iShares MSCI ACWI ex U.S. ETF | $4,300,844 | $12,558 â–² | 0.3% | 56,508 | 2.6% | Manufacturing |
SUSA iShares MSCI USA ESG Select ETF | $3,589,481 | $44,901 â–¼ | -1.2% | 23,263 | 2.2% | ETF |
SCHF Schwab International Equity ETF | $3,530,171 | $572,670 â–² | 19.4% | 127,443 | 2.1% | ETF |
SCHX Schwab US Large-Cap ETF | $2,589,811 | $63,628 â–¼ | -2.4% | 87,999 | 1.6% | ETF |
MSFT Microsoft | $2,399,265 | $57,072 â–² | 2.4% | 6,432 | 1.4% | Computer and Technology |
VNQ Vanguard Real Estate ETF | $2,219,860 | $16,586 â–² | 0.8% | 23,020 | 1.3% | ETF |
HEFA iShares Currency Hedged MSCI EAFE ETF | $1,877,016 | | 0.0% | 40,000 | 1.1% | ETF |
USXF iShares ESG Advanced MSCI USA ETF | $1,838,133 | $16,043 â–² | 0.9% | 26,467 | 1.1% | Manufacturing |
JNJ Johnson & Johnson | $1,768,647 | | 0.0% | 6,964 | 1.1% | Medical |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $1,610,608 | | 0.0% | 43,719 | 1.0% | ETF |
VXUS Vanguard Total International Stock ETF | $1,542,667 | | 0.0% | 18,045 | 0.9% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $1,474,264 | $79,792 â–¼ | -5.1% | 25,331 | 0.9% | ETF |
QCOM Qualcomm | $1,440,438 | | 0.0% | 7,795 | 0.9% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $1,363,318 | | 0.0% | 1,985 | 0.8% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $1,318,140 | $4,970 â–² | 0.4% | 15,912 | 0.8% | ETF |
INTC Intel | $1,212,687 | $33,092 â–² | 2.8% | 8,685 | 0.7% | Computer and Technology |
USMV iShares MSCI USA Min Vol Factor ETF | $1,167,356 | | 0.0% | 12,102 | 0.7% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $1,147,952 | $84,369 â–² | 7.9% | 12,028 | 0.7% | Manufacturing |
DMXF iShares ESG Advanced MSCI EAFE ETF | $1,136,009 | $7,783 â–² | 0.7% | 13,428 | 0.7% | Manufacturing |
BND Vanguard Total Bond Market ETF | $1,102,760 | $37,879 â–¼ | -3.3% | 15,022 | 0.7% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $1,080,828 | $2,845 â–² | 0.3% | 13,676 | 0.7% | ETF |
IGOV iShares International Treasury Bond ETF | $1,035,802 | $288,974 â–² | 38.7% | 25,245 | 0.6% | ETF |
ISHG iShares 1-3 Year International Treasury Bond ETF | $973,278 | $216,647 â–² | 28.6% | 13,109 | 0.6% | ETF |
LNT Alliant Energy | $932,645 | | 0.0% | 12,225 | 0.6% | Utilities |
PEP PepsiCo | $910,700 | | 0.0% | 6,726 | 0.6% | Consumer Staples |
DSI iShares ESG MSCI KLD 400 ETF | $904,888 | | 0.0% | 6,355 | 0.5% | ETF |
ICF iShares Select U.S. REIT ETF | $901,062 | $2,705 â–² | 0.3% | 13,323 | 0.5% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $862,853 | $69,343 â–² | 8.7% | 37,305 | 0.5% | ETF |
STT State Street | $841,894 | | 0.0% | 4,964 | 0.5% | Finance |
PICB Invesco International Corporate Bond ETF | $828,896 | $77,794 â–² | 10.4% | 35,790 | 0.5% | ETF |
EFV iShares MSCI EAFE Value ETF | $812,272 | | 0.0% | 10,611 | 0.5% | ETF |
CTAS Cintas | $797,675 | $158,855 â–¼ | -16.6% | 4,690 | 0.5% | Business Services |
IVE iShares S&P 500 Value ETF | $782,903 | | 0.0% | 3,448 | 0.5% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $764,033 | $9,972 â–² | 1.3% | 7,432 | 0.5% | Manufacturing |
BSV Vanguard Short-Term Bond ETF | $760,947 | | 0.0% | 9,767 | 0.5% | ETF |
IBB iShares Biotechnology ETF | $734,183 | $205,990 â–¼ | -21.9% | 3,860 | 0.4% | Finance |
IWV iShares Russell 3000 ETF | $703,986 | | 0.0% | 1,651 | 0.4% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $684,185 | | 0.0% | 4,165 | 0.4% | ETF |
GILD Gilead Sciences | $674,403 | | 0.0% | 5,338 | 0.4% | Medical |
STIP iShares 0-5 Year TIPS Bond ETF | $672,519 | $741,477 â–¼ | -52.4% | 6,583 | 0.4% | ETF |
AAPL Apple | $670,736 | | 0.0% | 2,318 | 0.4% | Computer and Technology |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $657,787 | | 0.0% | 26,322 | 0.4% | Manufacturing |
XLK Technology Select Sector SPDR Fund | $614,427 | $14,289 â–² | 2.4% | 3,225 | 0.4% | ETF |
BNDX Vanguard Total International Bond ETF | $588,271 | | 0.0% | 12,147 | 0.4% | ETF |
BRK.B Berkshire Hathaway | $492,884 | $425,331 â–¼ | -46.3% | 985 | 0.3% | Finance |
XT iShares Exponential Technologies ETF | $478,097 | | 0.0% | 5,786 | 0.3% | Manufacturing |
COST Costco Wholesale | $467,735 | | 0.0% | 500 | 0.3% | Retail/Wholesale |
CPNG Coupang | $459,002 | | 0.0% | 26,425 | 0.3% | Retail/Wholesale |
IEFA iShares Core MSCI EAFE ETF | $438,377 | $694,411 â–¼ | -61.3% | 4,539 | 0.3% | ETF |
AMZN Amazon.com | $424,245 | | 0.0% | 1,780 | 0.3% | Retail/Wholesale |
VO Vanguard Mid-Cap ETF | $406,316 | $290,939 â–² | 252.2% | 5,043 | 0.2% | ETF |
USRT iShares Core U.S. REIT ETF | $398,434 | | 0.0% | 5,996 | 0.2% | ETF |
TMO Thermo Fisher Scientific | $354,462 | $94,757 â–¼ | -21.1% | 707 | 0.2% | Medical |
GE GE Aerospace | $348,690 | | 0.0% | 933 | 0.2% | Aerospace |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $341,614 | $128,689 â–² | 60.4% | 6,801 | 0.2% | Manufacturing |
GE VERNOVA INC COM
| $314,862 | $41,120 â–² | 15.0% | 268 | 0.2% | Stock |
VB Vanguard Small-Cap ETF | $313,729 | $6,062 â–² | 2.0% | 1,035 | 0.2% | ETF |
EXXONMOBIL HOLDINGS CORP COM SHS
| $310,901 | $310,901 â–² | New Holding | 2,274 | 0.2% | Stock |
SCHB Schwab US Broad Market ETF | $307,555 | | 0.0% | 10,620 | 0.2% | ETF |
EPP iShares MSCI Pacific ex Japan ETF | $305,712 | | 0.0% | 5,740 | 0.2% | Finance |
GOOGL Alphabet | $300,191 | | 0.0% | 840 | 0.2% | Computer and Technology |
GOOG Alphabet | $289,731 | | 0.0% | 820 | 0.2% | Computer and Technology |
ICLN iShares Global Clean Energy ETF | $279,770 | $348 â–² | 0.1% | 13,654 | 0.2% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $273,415 | | 0.0% | 2,568 | 0.2% | ETF |
MEAR iShares Short Maturity Municipal Bond Active ETF | $271,196 | | 0.0% | 5,383 | 0.2% | ETF |
USFR WisdomTree Floating Rate Treasury Fund | $265,193 | | 0.0% | 5,267 | 0.2% | Finance |
IJR iShares Core S&P Small-Cap ETF | $243,228 | | 0.0% | 1,640 | 0.1% | ETF |
VZ Verizon Communications | $242,439 | | 0.0% | 5,726 | 0.1% | Computer and Technology |
MRK Merck & Co., Inc. | $234,127 | $234,127 â–² | New Holding | 1,822 | 0.1% | Medical |
ESGE iShares ESG Aware MSCI EM ETF | $222,173 | $222,173 â–² | New Holding | 4,062 | 0.1% | Manufacturing |
ABBV AbbVie | $219,430 | $219,430 â–² | New Holding | 872 | 0.1% | Medical |
T AT&T | $215,446 | $9,232 â–² | 4.5% | 10,408 | 0.1% | Computer and Technology |
SLB SLB | $213,900 | | 0.0% | 4,601 | 0.1% | Energy |
OSBC Old Second Bancorp | $205,566 | $205,566 â–² | New Holding | 8,815 | 0.1% | Finance |
MUB iShares National Muni Bond ETF | $205,337 | $1,614 â–² | 0.8% | 1,908 | 0.1% | ETF |
FIGMA INC CLASS A COM STK
| $180,900 | | 0.0% | 10,000 | 0.1% | Stock |
DFUV Dimensional US Marketwide Value ETF | $0 | $619,077 â–¼ | -100.0% | 0 | 0.0% | ETF |
VGT Vanguard Information Technology ETF | $0 | $551,199 â–¼ | -100.0% | 0 | 0.0% | ETF |
XOM ExxonMobil | $0 | $385,807 â–¼ | -100.0% | 0 | 0.0% | Energy |
DFIV Dimensional International Value ETF | $0 | $357,373 â–¼ | -100.0% | 0 | 0.0% | ETF |
SPY SPDR S&P 500 ETF Trust | $0 | $327,121 â–¼ | -100.0% | 0 | 0.0% | Finance |
