VOO Vanguard S&P 500 ETF | $195,778,496 | $3,287,071 â–² | 1.7% | 285,055 | 15.2% | ETF |
QQQ Invesco QQQ | $111,586,218 | $1,016,234 â–² | 0.9% | 151,529 | 8.6% | ETF |
VTES Vanguard Short-Term Tax-Exempt Bond ETF | $74,933,778 | $1,431,410 â–² | 1.9% | 739,648 | 5.8% | ETF |
IVV iShares Core S&P 500 ETF | $57,619,024 | $1,362,984 â–² | 2.4% | 76,939 | 4.5% | ETF |
IEFA iShares Core MSCI EAFE ETF | $52,290,622 | $3,066,994 â–² | 6.2% | 541,423 | 4.0% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $49,609,253 | $134,697 â–² | 0.3% | 338,838 | 3.8% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $49,494,706 | $265,171 â–¼ | -0.5% | 597,473 | 3.8% | ETF |
DFIS Dimensional International Small Cap ETF | $41,978,922 | $414,335 â–² | 1.0% | 1,198,371 | 3.3% | ETF |
DFUV Dimensional US Marketwide Value ETF | $41,496,943 | $956,844 â–¼ | -2.3% | 754,353 | 3.2% | ETF |
IWB iShares Russell 1000 ETF | $34,925,491 | $509,009 â–¼ | -1.4% | 85,288 | 2.7% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $32,090,243 | $2,159,261 â–² | 7.2% | 418,386 | 2.5% | ETF |
DFLV Dimensional US Large Cap Value ETF | $31,727,179 | $1,588,045 â–² | 5.3% | 802,407 | 2.5% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $28,834,480 | $940,031 â–¼ | -3.2% | 175,179 | 2.2% | ETF |
DFGR Dimensional Global Real Estate ETF | $26,040,887 | $268,552 â–¼ | -1.0% | 898,892 | 2.0% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $25,137,526 | $412,299 â–² | 1.7% | 318,076 | 1.9% | ETF |
DFIV Dimensional International Value ETF | $22,612,242 | $813,974 â–² | 3.7% | 418,590 | 1.8% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $19,983,522 | $598,445 â–² | 3.1% | 496,979 | 1.5% | ETF |
AAPL Apple | $19,510,652 | $1,457,794 â–² | 8.1% | 67,427 | 1.5% | Technology |
MRK Merck & Co., Inc. | $16,991,531 | $13,621 â–² | 0.1% | 132,230 | 1.3% | Healthcare |
IJH iShares Core S&P Mid-Cap ETF | $15,715,152 | $1,199,373 â–² | 8.3% | 203,801 | 1.2% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $15,639,035 | $395,645 â–² | 2.6% | 189,932 | 1.2% | ETF |
IVW iShares S&P 500 Growth ETF | $15,366,846 | $944,414 â–² | 6.5% | 111,735 | 1.2% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $12,657,838 | $822,034 â–² | 6.9% | 262,339 | 1.0% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $11,899,529 | $232,701 â–² | 2.0% | 120,222 | 0.9% | ETF |
LLY Eli Lilly and Company | $11,346,595 | $64,769 â–² | 0.6% | 9,460 | 0.9% | Healthcare |
IVE iShares S&P 500 Value ETF | $11,163,180 | $794,256 â–² | 7.7% | 49,164 | 0.9% | ETF |
SPTS SPDR Portfolio Short Term Treasury ETF | $7,799,425 | $62,313 â–² | 0.8% | 268,853 | 0.6% | ETF |
BRK.A Berkshire Hathaway | $7,488,500 | | 0.0% | 10 | 0.6% | Finance |
ACWI iShares MSCI ACWI ETF | $6,847,262 | $469,345 â–¼ | -6.4% | 43,621 | 0.5% | ETF |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $6,381,583 | $36,710 â–² | 0.6% | 255,365 | 0.5% | ETF |
VXUS Vanguard Total International Stock ETF | $6,027,016 | $181,580 â–¼ | -2.9% | 70,500 | 0.5% | ETF |
VTI Vanguard Total Stock Market ETF | $6,013,093 | $113,601 â–¼ | -1.9% | 16,250 | 0.5% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $6,002,670 | $106,733 â–¼ | -1.7% | 84,248 | 0.5% | ETF |
VUG Vanguard Growth ETF | $5,896,067 | $4,937,063 â–² | 514.8% | 68,447 | 0.5% | ETF |
IJR iShares Core S&P Small-Cap ETF | $5,852,425 | $75,934 â–¼ | -1.3% | 39,461 | 0.5% | ETF |
LRGF iShares U.S. Equity Factor ETF | $5,698,588 | $65,193 â–¼ | -1.1% | 75,348 | 0.4% | ETF |
BRK.B Berkshire Hathaway | $5,240,564 | $1,001 â–¼ | 0.0% | 10,473 | 0.4% | Finance |
JNJ Johnson & Johnson | $5,160,062 | $129,014 â–¼ | -2.4% | 20,318 | 0.4% | Healthcare |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $5,013,852 | $249,007 â–² | 5.2% | 45,969 | 0.4% | ETF |
MSFT Microsoft | $4,806,451 | $48,867 â–¼ | -1.0% | 12,885 | 0.4% | Technology |
VTV Vanguard Value ETF | $4,741,408 | $172,815 â–¼ | -3.5% | 21,757 | 0.4% | ETF |
NSC Norfolk Southern | $4,659,239 | $1,258 â–² | 0.0% | 14,811 | 0.4% | Industrials |
VO Vanguard Mid-Cap ETF | $4,570,534 | $3,335,385 â–² | 270.0% | 56,727 | 0.4% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $4,221,788 | $170,933 â–¼ | -3.9% | 44,235 | 0.3% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $3,910,403 | $178,425 â–² | 4.8% | 47,624 | 0.3% | ETF |
NEAR iShares Short Duration Bond Active ETF | $3,892,569 | $190,178 â–² | 5.1% | 76,837 | 0.3% | ETF |
DFNM Dimensional National Municipal Bond ETF | $3,834,427 | $46,498 â–¼ | -1.2% | 79,330 | 0.3% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $3,683,849 | $71,933 â–¼ | -1.9% | 99,915 | 0.3% | ETF |
PG Procter & Gamble | $3,512,270 | $113,498 â–² | 3.3% | 23,952 | 0.3% | Consumer Staples |
BSV Vanguard Short-Term Bond ETF | $3,389,023 | $19,322 â–² | 0.6% | 43,499 | 0.3% | ETF |
SCHK Schwab 1000 Index ETF | $3,382,670 | $101,653 â–² | 3.1% | 93,807 | 0.3% | ETF |
XOM ExxonMobil | $3,322,631 | $83,401 â–¼ | -2.4% | 24,302 | 0.3% | Energy |
ESGE iShares ESG Aware MSCI EM ETF | $3,176,361 | $47,252 â–¼ | -1.5% | 58,079 | 0.2% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $3,082,285 | $514,095 â–¼ | -14.3% | 35,074 | 0.2% | ETF |
NVDA NVIDIA | $3,035,157 | $260,116 â–² | 9.4% | 15,169 | 0.2% | Technology |
IWF iShares Russell 1000 Growth ETF | $2,987,802 | $2,233,463 â–² | 296.1% | 24,062 | 0.2% | ETF |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $2,702,924 | $33,278 â–¼ | -1.2% | 48,327 | 0.2% | ETF |
GOOGL Alphabet | $2,667,195 | $53,251 â–² | 2.0% | 7,463 | 0.2% | Communication Services |
NUSC Nuveen ESG Small-Cap ETF | $2,666,018 | $18,711 â–¼ | -0.7% | 51,152 | 0.2% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $2,589,047 | $205,752 â–² | 8.6% | 31,471 | 0.2% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $2,586,290 | $16,296 â–² | 0.6% | 44,438 | 0.2% | ETF |
MMM 3M | $2,557,608 | $1,295 â–² | 0.1% | 15,796 | 0.2% | Industrials |
CB Chubb | $2,549,757 | $471,243 â–² | 22.7% | 7,483 | 0.2% | Finance |
SUSA iShares MSCI USA ESG Select ETF | $2,453,907 | $1,697 â–² | 0.1% | 15,903 | 0.2% | ETF |
GS The Goldman Sachs Group | $2,444,981 | $47,544 â–² | 2.0% | 2,417 | 0.2% | Finance |
DFAI Dimensional International Core Equity Market ETF | $2,407,858 | $4,909 â–¼ | -0.2% | 58,372 | 0.2% | ETF |
IWO iShares Russell 2000 Growth ETF | $2,355,016 | $183,579 â–² | 8.5% | 5,978 | 0.2% | ETF |
CSL Carlisle Companies | $2,325,969 | | 0.0% | 6,412 | 0.2% | Industrials |
EFG iShares MSCI EAFE Growth ETF | $2,062,971 | $225,818 â–² | 12.3% | 16,581 | 0.2% | ETF |
META Meta Platforms | $1,997,921 | $72,099 â–² | 3.7% | 3,547 | 0.2% | Communication Services |
MAR Marriott International | $1,921,292 | $50,404 â–¼ | -2.6% | 5,184 | 0.1% | Consumer Discretionary |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $1,804,296 | $2,201 â–² | 0.1% | 34,427 | 0.1% | ETF |
AMZN Amazon.com | $1,789,864 | $116,544 â–² | 7.0% | 7,510 | 0.1% | Consumer Discretionary |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $1,748,532 | $996 â–¼ | -0.1% | 36,881 | 0.1% | ETF |
GOOG Alphabet | $1,725,700 | $51,941 â–² | 3.1% | 4,884 | 0.1% | Communication Services |
SCHV Schwab U.S. Large-Cap Value ETF | $1,696,267 | $35,715 â–² | 2.2% | 48,729 | 0.1% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $1,653,537 | $19,911 â–¼ | -1.2% | 5,398 | 0.1% | ETF |
DFAU Dimensional US Core Equity Market ETF | $1,600,237 | $48,382 â–¼ | -2.9% | 30,958 | 0.1% | ETF |
NULG Nuveen ESG Large-Cap Growth ETF | $1,501,812 | $2,575 â–¼ | -0.2% | 12,829 | 0.1% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $1,501,395 | $28,166 â–¼ | -1.8% | 15,565 | 0.1% | ETF |
VIOO Vanguard S&P Small-Cap 600 ETF | $1,488,319 | $40,849 â–¼ | -2.7% | 10,821 | 0.1% | ETF |
GE GE Aerospace | $1,455,773 | $27,658 â–² | 1.9% | 3,895 | 0.1% | Industrials |
CAT Caterpillar | $1,447,431 | $7,455 â–² | 0.5% | 1,359 | 0.1% | Industrials |
ESGD iShares ESG Aware MSCI EAFE ETF | $1,443,324 | $1,748 â–¼ | -0.1% | 14,039 | 0.1% | ETF |
AVGO Broadcom | $1,428,006 | $82,734 â–² | 6.1% | 3,780 | 0.1% | Technology |
VOE Vanguard Mid-Cap Value ETF | $1,363,729 | $114,023 â–¼ | -7.7% | 6,901 | 0.1% | ETF |
AME AMETEK | $1,326,569 | $1,452 â–² | 0.1% | 5,483 | 0.1% | Technology |
VV Vanguard Large-Cap ETF | $1,303,680 | $3,439 â–² | 0.3% | 3,791 | 0.1% | ETF |
SPY SPDR S&P 500 ETF Trust | $1,290,203 | $18,666 â–¼ | -1.4% | 1,728 | 0.1% | ETF |
COST Costco Wholesale | $1,286,323 | $7,484 â–¼ | -0.6% | 1,375 | 0.1% | Consumer Staples |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $1,274,277 | $191,544 â–¼ | -13.1% | 7,757 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $1,254,184 | $41,893 â–² | 3.5% | 3,832 | 0.1% | Finance |
NULV Nuveen ESG Large-Cap Value ETF | $1,219,499 | $1,150 â–¼ | -0.1% | 24,395 | 0.1% | ETF |
GE VERNOVA INC
| $1,169,276 | $471,236 â–¼ | -28.7% | 995 | 0.1% | COM |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $1,163,888 | $22,918 â–² | 2.0% | 23,107 | 0.1% | ETF |
HSY Hershey | $1,126,165 | $297,901 â–¼ | -20.9% | 6,419 | 0.1% | Consumer Staples |
MGC Vanguard Mega Cap ETF | $1,117,752 | $2,463 â–² | 0.2% | 4,085 | 0.1% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $1,085,670 | $154,186 â–¼ | -12.4% | 12,963 | 0.1% | ETF |
MGK Vanguard Mega Cap Growth ETF | $1,084,867 | $867,911 â–² | 400.0% | 12,341 | 0.1% | ETF |
RTX RTX | $1,070,768 | $32,062 â–² | 3.1% | 5,644 | 0.1% | Industrials |
