SPY SPDR S&P 500 ETF Trust | $12,049,036 | $9,797,796 â–² | 435.2% | 16,094 | 4.4% | Finance |
GOVT iShares U.S. Treasury Bond ETF | $10,012,274 | $1,414,776 â–² | 16.5% | 439,520 | 3.6% | ETF |
AAPL Apple | $9,811,788 | $1,329,882 â–² | 15.7% | 33,909 | 3.6% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $9,449,048 | $205,354 â–¼ | -2.1% | 13,758 | 3.4% | ETF |
NVDA NVIDIA | $8,778,074 | $77,634 â–² | 0.9% | 43,871 | 3.2% | Computer and Technology |
VONG Vanguard Russell 1000 Growth ETF | $7,732,505 | $7,729,949 â–² | 302,400.0% | 60,500 | 2.8% | ETF |
NUBD Nuveen ESG U.S. Aggregate Bond ETF | $6,930,998 | $86,526 â–¼ | -1.2% | 313,124 | 2.5% | ETF |
AMZN Amazon.com | $6,827,772 | $229,285 â–² | 3.5% | 28,647 | 2.5% | Retail/Wholesale |
VSGX Vanguard ESG International Stock ETF | $6,635,722 | $1,328,231 â–² | 25.0% | 80,589 | 2.4% | ETF |
IEFA iShares Core MSCI EAFE ETF | $6,384,320 | $111,646 â–² | 1.8% | 66,104 | 2.3% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $6,193,928 | $1,254,464 â–² | 25.4% | 62,578 | 2.3% | Finance |
ESGV Vanguard ESG U.S. Stock ETF | $5,555,493 | $2,135,792 â–² | 62.5% | 42,011 | 2.0% | ETF |
CVLC Calvert US Large-Cap Core Responsible Index ETF | $4,744,285 | $4,040,483 â–² | 574.1% | 50,220 | 1.7% | ETF |
GOOG Alphabet | $4,718,804 | $1,437,725 â–² | 43.8% | 13,355 | 1.7% | Computer and Technology |
GOOGL Alphabet | $4,361,737 | $696,163 â–² | 19.0% | 12,205 | 1.6% | Computer and Technology |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $4,314,328 | $2,004,266 â–² | 86.8% | 91,000 | 1.6% | ETF |
CMF iShares California Muni Bond ETF | $4,010,113 | $29,281 â–² | 0.7% | 69,572 | 1.5% | ETF |
IVV iShares Core S&P 500 ETF | $3,821,407 | $83,872 â–² | 2.2% | 5,103 | 1.4% | ETF |
WOMN Impact Shares Womens Empowerment ETF | $3,620,951 | $62,756 â–¼ | -1.7% | 85,395 | 1.3% | ETF |
EFG iShares MSCI EAFE Growth ETF | $3,503,543 | $3,093,952 â–² | 755.4% | 28,159 | 1.3% | ETF |
EA SERIES TRUST
| $3,475,141 | $235,637 â–¼ | -6.4% | 104,651 | 1.3% | STAN SU BETA ETF |
GLD SPDR Gold Shares | $3,445,890 | $50,101 â–¼ | -1.4% | 9,354 | 1.3% | Finance |
MSFT Microsoft | $3,416,509 | $1,153,011 â–² | 50.9% | 9,159 | 1.2% | Computer and Technology |
JSTC Adasina Social Justice All Cap Global ETF | $3,389,345 | $207,498 â–² | 6.5% | 148,136 | 1.2% | ETF |
QQQ Invesco QQQ | $3,383,834 | $166,611 â–¼ | -4.7% | 4,590 | 1.2% | Finance |
JPM JPMorgan Chase & Co. | $3,373,556 | $837,661 â–² | 33.0% | 10,306 | 1.2% | Finance |
BRK.B Berkshire Hathaway | $3,194,990 | $167,130 â–² | 5.5% | 6,385 | 1.2% | Finance |
AVGO Broadcom | $2,924,905 | $44,952 â–² | 1.6% | 7,743 | 1.1% | Computer and Technology |
BSV Vanguard Short-Term Bond ETF | $2,833,909 | $75,028 â–² | 2.7% | 36,374 | 1.0% | ETF |
LAM RESEARCH CORP
| $2,804,566 | $163,036 â–¼ | -5.5% | 6,468 | 1.0% | COM NEW |
BIV Vanguard Intermediate-Term Bond ETF | $2,718,910 | $43,488 â–¼ | -1.6% | 35,449 | 1.0% | ETF |
DMXF iShares ESG Advanced MSCI EAFE ETF | $2,717,741 | $21,488 â–¼ | -0.8% | 32,125 | 1.0% | Manufacturing |
JNJ Johnson & Johnson | $2,644,534 | $756,561 â–² | 40.1% | 10,413 | 1.0% | Medical |
NUSC Nuveen ESG Small-Cap ETF | $2,620,386 | $708,572 â–² | 37.1% | 50,276 | 1.0% | ETF |
LLY Eli Lilly and Company | $2,514,214 | $80,368 â–¼ | -3.1% | 2,096 | 0.9% | Medical |
DGRO iShares Core Dividend Growth ETF | $2,496,123 | $65,330 â–² | 2.7% | 32,935 | 0.9% | ETF |
VTI Vanguard Total Stock Market ETF | $2,327,415 | $6,660 â–² | 0.3% | 6,290 | 0.8% | ETF |
VXUS Vanguard Total International Stock ETF | $2,269,035 | $10,002 â–² | 0.4% | 26,542 | 0.8% | ETF |
ERET iShares Environmentally Aware Real Estate ETF | $2,050,801 | $495,983 â–² | 31.9% | 70,937 | 0.7% | ETF |
GS The Goldman Sachs Group | $1,993,836 | $2,023 â–² | 0.1% | 1,971 | 0.7% | Finance |
IGRO iShares International Dividend Growth ETF | $1,839,591 | $24,445 â–² | 1.3% | 20,921 | 0.7% | ETF |
IAUM iShares Gold Trust Micro | $1,793,500 | $386,539 â–² | 27.5% | 44,826 | 0.7% | Finance |
PANW Palo Alto Networks | $1,758,964 | $72,978 â–² | 4.3% | 5,158 | 0.6% | Computer and Technology |
NYF iShares New York Muni Bond ETF | $1,744,260 | $287,476 â–¼ | -14.1% | 32,358 | 0.6% | ETF |
NACP Impact Shares NAACP Minority Empowerment ETF | $1,682,767 | $92,784 â–² | 5.8% | 27,676 | 0.6% | ETF |
JQUA JPMorgan U.S. Quality Factor ETF | $1,660,074 | $4,409 â–² | 0.3% | 22,967 | 0.6% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $1,598,774 | $8,710 â–¼ | -0.5% | 19,090 | 0.6% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $1,570,633 | $1,311 â–¼ | -0.1% | 33,553 | 0.6% | ETF |
VYM Vanguard High Dividend Yield ETF | $1,516,161 | $260,437 â–¼ | -14.7% | 9,594 | 0.6% | Financial Services |
UNP Union Pacific | $1,499,816 | $127,297 â–² | 9.3% | 5,514 | 0.5% | Transportation |
XMHQ Invesco S&P MidCap Quality ETF | $1,436,900 | $234,008 â–¼ | -14.0% | 12,729 | 0.5% | ETF |
NUEM Nuveen ESG Emerging Markets Equity ETF | $1,343,584 | $6,663 â–¼ | -0.5% | 31,661 | 0.5% | ETF |
VXF Vanguard Extended Market ETF | $1,340,405 | $149,700 â–¼ | -10.0% | 5,444 | 0.5% | ETF |
IBM International Business Machines | $1,322,214 | $4,780 â–² | 0.4% | 4,702 | 0.5% | Computer and Technology |
COST Costco Wholesale | $1,208,258 | $258,111 â–² | 27.2% | 1,292 | 0.4% | Retail/Wholesale |
SBUX Starbucks | $1,204,465 | $58,655 â–² | 5.1% | 11,787 | 0.4% | Retail/Wholesale |
IWM iShares Russell 2000 ETF | $1,187,374 | $281,521 â–² | 31.1% | 3,952 | 0.4% | Finance |
BNDX Vanguard Total International Bond ETF | $1,101,499 | $7,555 â–² | 0.7% | 22,744 | 0.4% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $1,097,833 | $538,585 â–² | 96.3% | 15,408 | 0.4% | ETF |
AMD Advanced Micro Devices | $1,045,638 | $770,287 â–² | 279.7% | 1,800 | 0.4% | Computer and Technology |
AXP American Express | $1,037,962 | $13,190 â–¼ | -1.3% | 3,069 | 0.4% | Finance |
META Meta Platforms | $988,400 | $8,448 â–² | 0.9% | 1,755 | 0.4% | Computer and Technology |
DIS Walt Disney | $946,178 | $45,301 â–² | 5.0% | 9,754 | 0.3% | Consumer Discretionary |
PEP PepsiCo | $900,923 | $65,802 â–² | 7.9% | 6,654 | 0.3% | Consumer Staples |
VNQ Vanguard Real Estate ETF | $900,594 | $23,433 â–¼ | -2.5% | 9,339 | 0.3% | ETF |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $896,124 | $47,781 â–¼ | -5.1% | 26,782 | 0.3% | ETF |
VTWO Vanguard Russell 2000 ETF | $864,382 | $12,142 â–² | 1.4% | 7,119 | 0.3% | ETF |
NULG Nuveen ESG Large-Cap Growth ETF | $821,612 | | 0.0% | 7,019 | 0.3% | ETF |
BANK OF NY MELLON CORP
| $773,679 | $62,617 â–¼ | -7.5% | 5,350 | 0.3% | COM |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $745,667 | $183,924 â–¼ | -19.8% | 29,839 | 0.3% | Manufacturing |
V Visa | $745,119 | $233,279 â–² | 45.6% | 2,172 | 0.3% | Business Services |
IWF iShares Russell 1000 Growth ETF | $722,363 | $541,958 â–² | 300.4% | 5,818 | 0.3% | ETF |
CSCO Cisco Systems | $717,262 | $40,879 â–² | 6.0% | 6,106 | 0.3% | Computer and Technology |
TSM Taiwan Semiconductor Manufacturing | $694,139 | $5,741 â–² | 0.8% | 1,451 | 0.3% | Computer and Technology |
TMO Thermo Fisher Scientific | $689,649 | $16,564 â–² | 2.5% | 1,374 | 0.3% | Medical |
AMAT Applied Materials | $686,812 | $84,586 â–¼ | -11.0% | 950 | 0.3% | Computer and Technology |
SPEM SPDR Portfolio Emerging Markets ETF | $683,932 | $25,373 â–² | 3.9% | 13,208 | 0.2% | ETF |
MU Micron Technology | $623,864 | $4,621 â–¼ | -0.7% | 540 | 0.2% | Computer and Technology |
WMG Warner Music Group | $622,070 | | 0.0% | 22,980 | 0.2% | Consumer Discretionary |
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF | $593,700 | $3,022 â–² | 0.5% | 6,484 | 0.2% | ETF |
IYW iShares U.S. Technology ETF | $587,784 | | 0.0% | 2,330 | 0.2% | Manufacturing |
TLT iShares 20+ Year Treasury Bond ETF | $584,243 | $28,430 â–² | 5.1% | 6,761 | 0.2% | ETF |
MA Mastercard | $580,986 | $21,061 â–² | 3.8% | 1,131 | 0.2% | Business Services |
VUG Vanguard Growth ETF | $534,291 | $445,314 â–² | 500.5% | 6,203 | 0.2% | ETF |
ED Consolidated Edison | $534,265 | $11,727 â–² | 2.2% | 4,829 | 0.2% | Utilities |
NXPI NXP Semiconductors | $512,188 | | 0.0% | 1,816 | 0.2% | Computer and Technology |
INTC Intel | $499,375 | $73,873 â–¼ | -12.9% | 3,576 | 0.2% | Computer and Technology |
HD Home Depot | $483,238 | $3,527 â–² | 0.7% | 1,370 | 0.2% | Retail/Wholesale |
VWO Vanguard FTSE Emerging Markets ETF | $480,572 | $183,251 â–² | 61.6% | 8,051 | 0.2% | ETF |
EFA iShares MSCI EAFE ETF | $453,170 | $12,051 â–² | 2.7% | 4,362 | 0.2% | Finance |
ABBV AbbVie | $414,776 | $278,111 â–² | 203.5% | 1,648 | 0.2% | Medical |
WALMART INC
| $402,483 | $386,628 â–² | 2,438.6% | 3,554 | 0.1% | COM |
MRK Merck & Co., Inc. | $390,108 | $5,821 â–¼ | -1.5% | 3,016 | 0.1% | Medical |
NSC Norfolk Southern | $378,732 | $7,235 â–¼ | -1.9% | 1,204 | 0.1% | Transportation |
BN Brookfield | $368,345 | $341 â–² | 0.1% | 8,649 | 0.1% | Finance |
CMCSA Comcast | $366,700 | $6,236 â–¼ | -1.7% | 14,937 | 0.1% | Consumer Discretionary |
KO CocaCola | $366,611 | $202,364 â–² | 123.2% | 4,482 | 0.1% | Consumer Staples |
JBL Jabil | $363,122 | $363,122 â–² | New Holding | 942 | 0.1% | Computer and Technology |
ETN Eaton | $358,539 | $853 â–¼ | -0.2% | 841 | 0.1% | Industrials |
CB Chubb | $358,088 | $4,096 â–¼ | -1.1% | 1,049 | 0.1% | Finance |
