VOO Vanguard S&P 500 ETF | $168,061,475 | $985,533 ▲ | 0.6% | 295,867 | 16.1% | ETF |
QQQ Invesco QQQ | $81,462,114 | $460,621 ▲ | 0.6% | 147,672 | 7.8% | Finance |
VTES Vanguard Short-Term Tax-Exempt Bond ETF | $64,300,044 | $1,031,605 ▼ | -1.6% | 637,076 | 6.2% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $48,312,444 | $1,759,852 ▼ | -3.5% | 348,373 | 4.6% | ETF |
IEFA iShares Core MSCI EAFE ETF | $44,181,877 | $371,069 ▼ | -0.8% | 529,251 | 4.2% | ETF |
IVV iShares Core S&P 500 ETF | $42,295,089 | $1,274,087 ▲ | 3.1% | 68,119 | 4.0% | ETF |
DFIS Dimensional International Small Cap ETF | $40,145,391 | $476,336 ▼ | -1.2% | 1,345,355 | 3.8% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $38,617,996 | $492,306 ▼ | -1.3% | 643,312 | 3.7% | ETF |
DFUV Dimensional US Marketwide Value ETF | $35,807,088 | $122,105 ▼ | -0.3% | 846,904 | 3.4% | ETF |
IWB iShares Russell 1000 ETF | $30,376,304 | $359,945 ▼ | -1.2% | 89,455 | 2.9% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $28,316,977 | $328,633 ▼ | -1.1% | 214,295 | 2.7% | ETF |
DFGR Dimensional Global Real Estate ETF | $25,693,608 | $242,838 ▼ | -0.9% | 957,645 | 2.5% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $23,869,842 | $1,051,545 ▼ | -4.2% | 300,250 | 2.3% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $23,138,983 | $1,297,220 ▲ | 5.9% | 299,186 | 2.2% | ETF |
DFIV Dimensional International Value ETF | $18,195,769 | $31,651 ▲ | 0.2% | 424,837 | 1.7% | ETF |
DFLV Dimensional US Large Cap Value ETF | $17,414,708 | $1,195,479 ▲ | 7.4% | 561,403 | 1.7% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $13,410,463 | $218,427 ▲ | 1.7% | 463,229 | 1.3% | ETF |
MRK Merck & Co., Inc. | $12,867,015 | $47,338 ▼ | -0.4% | 162,545 | 1.2% | Medical |
AAPL Apple | $11,566,776 | $159,416 ▼ | -1.4% | 56,377 | 1.1% | Computer and Technology |
DFAS Dimensional U.S. Small Cap ETF | $10,967,203 | $723,557 ▲ | 7.1% | 172,142 | 1.0% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $9,824,056 | $107,335 ▼ | -1.1% | 99,032 | 0.9% | Finance |
IVW iShares S&P 500 Growth ETF | $9,280,018 | $275,251 ▲ | 3.1% | 84,287 | 0.9% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $8,896,166 | $112,382 ▲ | 1.3% | 182,860 | 0.9% | Manufacturing |
IJH iShares Core S&P Mid-Cap ETF | $8,746,427 | $644,201 ▲ | 8.0% | 141,026 | 0.8% | ETF |
SPTS SPDR Portfolio Short Term Treasury ETF | $8,155,115 | $673,552 ▼ | -7.6% | 278,427 | 0.8% | ETF |
LLY Eli Lilly and Company | $7,315,095 | $2,339 ▼ | 0.0% | 9,384 | 0.7% | Medical |
BRK.A Berkshire Hathaway | $7,288,000 | | 0.0% | 10 | 0.7% | Finance |
IVE iShares S&P 500 Value ETF | $7,004,677 | $268,306 ▲ | 4.0% | 35,845 | 0.7% | ETF |
VXUS Vanguard Total International Stock ETF | $6,964,376 | $608,887 ▲ | 9.6% | 100,802 | 0.7% | ETF |
VUG Vanguard Growth ETF | $6,253,406 | $946,954 ▼ | -13.2% | 14,264 | 0.6% | ETF |
VO Vanguard Mid-Cap ETF | $6,028,076 | $18,749 ▼ | -0.3% | 21,542 | 0.6% | ETF |
ACWI iShares MSCI ACWI ETF | $5,371,018 | $137,603 ▲ | 2.6% | 41,765 | 0.5% | Manufacturing |
MSFT Microsoft | $5,185,738 | $1,544,529 ▼ | -22.9% | 10,425 | 0.5% | Computer and Technology |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $5,148,989 | $197,887 ▲ | 4.0% | 204,568 | 0.5% | Manufacturing |
BRK.B Berkshire Hathaway | $5,118,558 | $5,343 ▲ | 0.1% | 10,537 | 0.5% | Finance |
VEA Vanguard FTSE Developed Markets ETF | $5,092,273 | $533,331 ▲ | 11.7% | 89,322 | 0.5% | ETF |
LRGF iShares U.S. Equity Factor ETF | $5,083,120 | $290,251 ▼ | -5.4% | 79,263 | 0.5% | ETF |
VTI Vanguard Total Stock Market ETF | $5,007,080 | $3,682,213 ▲ | 277.9% | 16,474 | 0.5% | ETF |
NSC Norfolk Southern | $4,822,787 | $1,536 ▼ | 0.0% | 18,841 | 0.5% | Transportation |
IJR iShares Core S&P Small-Cap ETF | $4,246,191 | $77,814 ▲ | 1.9% | 38,853 | 0.4% | ETF |
VTV Vanguard Value ETF | $4,123,515 | $306,467 ▼ | -6.9% | 23,331 | 0.4% | ETF |
DFNM Dimensional National Municipal Bond ETF | $3,752,071 | $28,126 ▼ | -0.7% | 79,108 | 0.4% | ETF |
PG Procter & Gamble | $3,674,527 | $12,586 ▼ | -0.3% | 23,064 | 0.4% | Consumer Staples |
IXUS iShares Core MSCI Total International Stock ETF | $3,643,201 | $40,665 ▼ | -1.1% | 47,125 | 0.3% | Manufacturing |
SPLG SPDR Portfolio S&P 500 ETF | $3,459,296 | $350,800 ▼ | -9.2% | 47,590 | 0.3% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $3,376,293 | $169,456 ▲ | 5.3% | 30,803 | 0.3% | Finance |
BSV Vanguard Short-Term Bond ETF | $3,306,551 | $49,738 ▼ | -1.5% | 42,015 | 0.3% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $3,033,376 | $35,988 ▼ | -1.2% | 108,142 | 0.3% | ETF |
JNJ Johnson & Johnson | $2,952,523 | $16,803 ▲ | 0.6% | 19,329 | 0.3% | Medical |
SHY iShares 1-3 Year Treasury Bond ETF | $2,830,565 | $17,069 ▼ | -0.6% | 34,161 | 0.3% | Manufacturing |
IWF iShares Russell 1000 Growth ETF | $2,696,702 | $152,011 ▲ | 6.0% | 6,351 | 0.3% | ETF |
NEAR iShares Short Duration Bond Active ETF | $2,609,778 | $132,247 ▲ | 5.3% | 51,072 | 0.2% | ETF |
XOM Exxon Mobil | $2,585,003 | $7,977 ▼ | -0.3% | 23,980 | 0.2% | Energy |
VGSH Vanguard Short-Term Treasury ETF | $2,510,961 | $146,303 ▼ | -5.5% | 42,718 | 0.2% | ETF |
MMM 3M | $2,397,637 | $4,415 ▲ | 0.2% | 15,749 | 0.2% | Multi-Sector Conglomerates |
CSL Carlisle Companies | $2,390,883 | | 0.0% | 6,403 | 0.2% | Multi-Sector Conglomerates |
META Meta Platforms | $2,297,910 | $3,691 ▲ | 0.2% | 3,113 | 0.2% | Computer and Technology |
DFAI Dimensional International Core Equity Market ETF | $2,271,607 | $65,130 ▼ | -2.8% | 65,710 | 0.2% | ETF |
ESGE iShares ESG Aware MSCI EM ETF | $2,236,262 | $85,273 ▲ | 4.0% | 57,091 | 0.2% | Manufacturing |
GS The Goldman Sachs Group | $1,848,024 | $6,370 ▲ | 0.3% | 2,611 | 0.2% | Finance |
SCZ iShares MSCI EAFE Small-Cap ETF | $1,827,102 | $13,082 ▲ | 0.7% | 25,139 | 0.2% | ETF |
NUSC Nuveen ESG Small-Cap ETF | $1,789,227 | $63,635 ▲ | 3.7% | 43,919 | 0.2% | ETF |
SUSA iShares MSCI USA ESG Select ETF | $1,740,214 | $252,350 ▲ | 17.0% | 13,730 | 0.2% | ETF |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $1,732,217 | $54,059 ▲ | 3.2% | 41,912 | 0.2% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $1,602,384 | $429,469 ▼ | -21.1% | 30,371 | 0.2% | Manufacturing |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $1,584,194 | $272,027 ▲ | 20.7% | 33,323 | 0.2% | ETF |
HSY Hershey | $1,566,963 | $101,068 ▼ | -6.1% | 9,442 | 0.1% | Consumer Staples |
VIOO Vanguard S&P Small-Cap 600 ETF | $1,556,912 | | 0.0% | 15,380 | 0.1% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $1,535,286 | $13,235 ▼ | -0.9% | 16,356 | 0.1% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $1,535,197 | $1,535,197 ▲ | New Holding | 5,398 | 0.1% | ETF |
VV Vanguard Large-Cap ETF | $1,526,240 | $560,287 ▲ | 58.0% | 5,350 | 0.1% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $1,481,801 | $142,810 ▼ | -8.8% | 13,935 | 0.1% | ETF |
MAR Marriott International | $1,435,021 | $5,737 ▲ | 0.4% | 5,253 | 0.1% | Consumer Discretionary |
DFAU Dimensional US Core Equity Market ETF | $1,423,846 | $2,287 ▲ | 0.2% | 33,613 | 0.1% | ETF |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $1,406,491 | $115,869 ▼ | -7.6% | 46,588 | 0.1% | ETF |
VOE Vanguard Mid-Cap Value ETF | $1,403,744 | $5,921 ▼ | -0.4% | 8,535 | 0.1% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $1,396,909 | $123,825 ▼ | -8.1% | 10,345 | 0.1% | ETF |
NVDA NVIDIA | $1,356,550 | $126,712 ▲ | 10.3% | 8,586 | 0.1% | Computer and Technology |
COST Costco Wholesale | $1,194,841 | $16,829 ▼ | -1.4% | 1,207 | 0.1% | Retail/Wholesale |
EFG iShares MSCI EAFE Growth ETF | $1,188,862 | $71,679 ▲ | 6.4% | 10,615 | 0.1% | ETF |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $1,143,160 | $37,385 ▼ | -3.2% | 22,597 | 0.1% | Manufacturing |
LMT Lockheed Martin | $1,130,082 | $6,947 ▲ | 0.6% | 2,440 | 0.1% | Aerospace |
NULG Nuveen ESG Large-Cap Growth ETF | $1,107,270 | $150,974 ▲ | 15.8% | 11,786 | 0.1% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $1,094,793 | $154,615 ▲ | 16.4% | 12,271 | 0.1% | Manufacturing |
VEU Vanguard FTSE All-World ex-US ETF | $1,088,924 | $331,873 ▲ | 43.8% | 16,199 | 0.1% | ETF |
SPY SPDR S&P 500 ETF Trust | $1,085,563 | $1,236 ▲ | 0.1% | 1,757 | 0.1% | Finance |
COR Cencora | $1,080,360 | $12,594 ▼ | -1.2% | 3,603 | 0.1% | Medical |
IWO iShares Russell 2000 Growth ETF | $1,045,043 | $94,900 ▲ | 10.0% | 3,656 | 0.1% | ETF |
DIS Walt Disney | $1,000,070 | $11,782 ▲ | 1.2% | 8,064 | 0.1% | Consumer Discretionary |
GE GE Aerospace | $997,672 | $1,802 ▼ | -0.2% | 3,876 | 0.1% | Aerospace |
MGC Vanguard Mega Cap ETF | $996,287 | | 0.0% | 4,430 | 0.1% | ETF |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $941,318 | $1,545 ▲ | 0.2% | 17,664 | 0.1% | Manufacturing |
MGK Vanguard Mega Cap Growth ETF | $903,055 | | 0.0% | 2,466 | 0.1% | ETF |
AMZN Amazon.com | $877,130 | $50,680 ▲ | 6.1% | 3,998 | 0.1% | Retail/Wholesale |
IAU iShares Gold Trust | $873,414 | $75,393 ▲ | 9.4% | 14,006 | 0.1% | Finance |
JPM JPMorgan Chase & Co. | $859,563 | $6,378 ▲ | 0.7% | 2,965 | 0.1% | Finance |
NULV Nuveen ESG Large-Cap Value ETF | $848,515 | $146,700 ▲ | 20.9% | 20,244 | 0.1% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $842,950 | $106,478 ▲ | 14.5% | 5,605 | 0.1% | Manufacturing |
GOOGL Alphabet | $829,976 | $14,450 ▲ | 1.8% | 4,710 | 0.1% | Computer and Technology |
BNDX Vanguard Total International Bond ETF | $769,039 | $769,039 ▲ | New Holding | 15,533 | 0.1% | ETF |
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