VUG Vanguard Growth ETF | $86,554,662 | $433,489 ▼ | -0.5% | 233,414 | 15.5% | ETF |
VYM Vanguard High Dividend Yield ETF | $56,984,043 | $890,726 ▲ | 1.6% | 441,874 | 10.2% | ETF |
VXUS Vanguard Total International Stock ETF | $35,922,793 | $855,552 ▲ | 2.4% | 578,467 | 6.4% | ETF |
SHV iShares Short Treasury Bond ETF | $31,706,254 | $3,583,658 ▲ | 12.7% | 287,038 | 5.7% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $25,036,500 | $136,171 ▼ | -0.5% | 317,159 | 4.5% | ETF |
BND Vanguard Total Bond Market ETF | $21,972,002 | $1,265,471 ▲ | 6.1% | 299,142 | 3.9% | ETF |
VTV Vanguard Value ETF | $19,255,470 | $1,214,878 ▲ | 6.7% | 111,471 | 3.4% | ETF |
VGT Vanguard Information Technology ETF | $18,481,855 | $1,537,126 ▼ | -7.7% | 34,075 | 3.3% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $17,020,964 | $140,873 ▼ | -0.8% | 208,182 | 3.0% | ETF |
IAU iShares Gold Trust | $13,944,512 | $653,631 ▼ | -4.5% | 236,508 | 2.5% | Finance |
IXUS iShares Core MSCI Total International Stock ETF | $13,466,000 | $224,300 ▼ | -1.6% | 192,895 | 2.4% | Manufacturing |
VIG Vanguard Dividend Appreciation ETF | $9,896,565 | $499,911 ▼ | -4.8% | 51,016 | 1.8% | ETF |
DVY iShares Select Dividend ETF | $8,593,541 | $329,415 ▼ | -3.7% | 63,992 | 1.5% | ETF |
VOO Vanguard S&P 500 ETF | $8,590,122 | $108,436 ▲ | 1.3% | 16,715 | 1.5% | ETF |
BSV Vanguard Short-Term Bond ETF | $8,559,440 | $804,874 ▼ | -8.6% | 109,344 | 1.5% | ETF |
IWF iShares Russell 1000 Growth ETF | $8,429,714 | $627,941 ▼ | -6.9% | 23,345 | 1.5% | ETF |
VHT Vanguard Health Care ETF | $7,367,458 | $39,710 ▲ | 0.5% | 27,830 | 1.3% | ETF |
IGM iShares Expanded Tech Sector ETF | $7,285,377 | $139,179 ▲ | 1.9% | 80,350 | 1.3% | ETF |
AAPL Apple | $6,564,255 | $393,176 ▼ | -5.7% | 29,551 | 1.2% | Computer and Technology |
VBR Vanguard Small-Cap Value ETF | $6,392,166 | $242,922 ▲ | 4.0% | 34,313 | 1.1% | ETF |
VCLT Vanguard Long-Term Corporate Bond ETF | $5,958,387 | $440,277 ▼ | -6.9% | 78,493 | 1.1% | Manufacturing |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $5,627,295 | $86,427 ▼ | -1.5% | 112,771 | 1.0% | Manufacturing |
VNQ Vanguard Real Estate ETF | $5,514,150 | $353,830 ▲ | 6.9% | 60,903 | 1.0% | ETF |
VB Vanguard Small-Cap ETF | $5,355,260 | $201,127 ▼ | -3.6% | 24,150 | 1.0% | ETF |
VSGX Vanguard ESG International Stock ETF | $4,909,663 | $54,497 ▲ | 1.1% | 83,243 | 0.9% | ETF |
VO Vanguard Mid-Cap ETF | $4,524,042 | $150,000 ▲ | 3.4% | 17,493 | 0.8% | ETF |
QQQ Invesco QQQ | $4,337,381 | $207,256 ▼ | -4.6% | 9,250 | 0.8% | Finance |
VGSH Vanguard Short-Term Treasury Index ETF | $4,138,194 | $208,703 ▼ | -4.8% | 70,509 | 0.7% | ETF |
ESGV Vanguard ESG US Stock ETF | $4,118,355 | $153,391 ▲ | 3.9% | 42,045 | 0.7% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $4,117,827 | $127,042 ▼ | -3.0% | 89,363 | 0.7% | Manufacturing |
BIV Vanguard Intermediate-Term Bond ETF | $3,781,486 | $204,212 ▼ | -5.1% | 49,386 | 0.7% | ETF |
VTI Vanguard Total Stock Market ETF | $3,658,010 | $778,873 ▲ | 27.1% | 13,310 | 0.7% | ETF |
SCHD Schwab US Dividend Equity ETF | $3,598,867 | $43,394 ▼ | -1.2% | 128,715 | 0.6% | ETF |
VOE Vanguard Mid-Cap Value ETF | $3,025,302 | $62,770 ▼ | -2.0% | 18,845 | 0.5% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $2,877,060 | $171,498 ▼ | -5.6% | 11,760 | 0.5% | ETF |
AMZN Amazon.com | $2,705,117 | $387,560 ▼ | -12.5% | 14,218 | 0.5% | Retail/Wholesale |
MUB iShares National Muni Bond ETF | $2,645,806 | $215,836 ▼ | -7.5% | 25,093 | 0.5% | ETF |
MSFT Microsoft | $2,431,662 | $82,957 ▲ | 3.5% | 6,478 | 0.4% | Computer and Technology |
SCHP Schwab U.S. TIPS ETF | $2,371,767 | $95,351 ▼ | -3.9% | 88,203 | 0.4% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,219,434 | $10,627 ▲ | 0.5% | 3,968 | 0.4% | Finance |
BRK.B Berkshire Hathaway | $2,200,621 | $384,523 ▲ | 21.2% | 4,132 | 0.4% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $2,051,256 | $443,725 ▼ | -17.8% | 45,322 | 0.4% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $2,024,194 | $51,812 ▼ | -2.5% | 16,604 | 0.4% | Manufacturing |
GLD SPDR Gold Shares | $1,963,098 | $76,645 ▼ | -3.8% | 6,813 | 0.4% | Finance |
WMT Walmart | $1,805,050 | $23,616 ▲ | 1.3% | 20,561 | 0.3% | Retail/Wholesale |
BLV Vanguard Long-Term Bond ETF | $1,766,200 | $87,673 ▼ | -4.7% | 25,081 | 0.3% | ETF |
IXJ iShares Global Healthcare ETF | $1,757,971 | $55,358 ▼ | -3.1% | 19,276 | 0.3% | ETF |
PM Philip Morris International | $1,663,332 | $241,270 ▼ | -12.7% | 10,479 | 0.3% | Consumer Staples |
IJT iShares S&P Small-Cap 600 Growth ETF | $1,627,340 | $54,905 ▼ | -3.3% | 13,071 | 0.3% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $1,562,403 | $67,639 ▼ | -4.1% | 19,126 | 0.3% | Manufacturing |
DSI iShares ESG MSCI KLD 400 ETF | $1,558,150 | $27,753 ▲ | 1.8% | 15,215 | 0.3% | ETF |
VCR Vanguard Consumer Discretionary ETF | $1,553,485 | $13,022 ▼ | -0.8% | 4,772 | 0.3% | ETF |
VOX Vanguard Communication Services ETF | $1,517,003 | $13,652 ▼ | -0.9% | 10,223 | 0.3% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $1,462,534 | $30,117 ▼ | -2.0% | 11,509 | 0.3% | Manufacturing |
IBB iShares Biotechnology ETF | $1,449,235 | $103,343 ▼ | -6.7% | 11,331 | 0.3% | Finance |
VEA Vanguard FTSE Developed Markets ETF | $1,323,512 | $44,425 ▼ | -3.2% | 26,038 | 0.2% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $1,320,000 | | 0.0% | 12,500 | 0.2% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $1,300,094 | $476,352 ▼ | -26.8% | 26,201 | 0.2% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $1,290,542 | $61 ▲ | 0.0% | 21,275 | 0.2% | ETF |
VPU Vanguard Utilities ETF | $1,257,503 | $465,286 ▲ | 58.7% | 7,362 | 0.2% | ETF |
GOOGL Alphabet | $1,240,537 | $262,582 ▼ | -17.5% | 8,022 | 0.2% | Computer and Technology |
JNK SPDR Bloomberg High Yield Bond ETF | $1,232,515 | $589,526 ▲ | 91.7% | 12,933 | 0.2% | Finance |
ICF iShares Select U.S. REIT ETF | $1,214,541 | $59,376 ▼ | -4.7% | 19,739 | 0.2% | ETF |
IVV iShares Core S&P 500 ETF | $1,206,157 | $17,977 ▼ | -1.5% | 2,147 | 0.2% | ETF |
SGOL abrdn Physical Gold Shares ETF | $1,159,938 | $10,377 ▼ | -0.9% | 38,898 | 0.2% | ETF |
JNJ Johnson & Johnson | $1,149,261 | $248,592 ▼ | -17.8% | 6,930 | 0.2% | Medical |
AMGN Amgen | $1,068,904 | $30,531 ▲ | 2.9% | 3,431 | 0.2% | Medical |
UNH UnitedHealth Group | $1,062,723 | $256,122 ▼ | -19.4% | 2,029 | 0.2% | Medical |
CAT Caterpillar | $1,002,947 | $161,606 ▲ | 19.2% | 3,041 | 0.2% | Industrials |
BTI British American Tobacco | $986,757 | | 0.0% | 23,852 | 0.2% | Consumer Staples |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $985,603 | | 0.0% | 18,820 | 0.2% | Manufacturing |
VGK Vanguard FTSE Europe ETF | $899,952 | $39,879 ▲ | 4.6% | 12,818 | 0.2% | ETF |
PG Procter & Gamble | $869,877 | $179,463 ▲ | 26.0% | 5,104 | 0.2% | Consumer Staples |
MAR Marriott International | $794,397 | $333,480 ▼ | -29.6% | 3,335 | 0.1% | Consumer Discretionary |
VFH Vanguard Financials ETF | $755,170 | $180,161 ▲ | 31.3% | 6,321 | 0.1% | ETF |
SO Southern | $750,220 | $190,336 ▼ | -20.2% | 8,159 | 0.1% | Utilities |
IJR iShares Core S&P Small-Cap ETF | $750,146 | $20,746 ▼ | -2.7% | 6,364 | 0.1% | ETF |
VWOB Vanguard Emerging Markets Government Bond ETF | $745,490 | $17,334 ▼ | -2.3% | 11,612 | 0.1% | ETF |
VCEB Vanguard ESG U.S. Corporate Bond ETF | $655,641 | $19,128 ▲ | 3.0% | 10,420 | 0.1% | ETF |
ESGE iShares ESG Aware MSCI EM ETF | $636,440 | $16,601 ▼ | -2.5% | 18,210 | 0.1% | Manufacturing |
EW Edwards Lifesciences | $590,098 | | 0.0% | 8,142 | 0.1% | Medical |
MGK Vanguard Mega Cap Growth ETF | $574,826 | | 0.0% | 1,861 | 0.1% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $565,646 | $7,177 ▼ | -1.3% | 3,310 | 0.1% | ETF |
GDX VanEck Gold Miners ETF | $564,792 | $29,053 ▼ | -4.9% | 12,286 | 0.1% | ETF |
MO Altria Group | $563,999 | $4,261 ▼ | -0.7% | 9,397 | 0.1% | Consumer Staples |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $558,940 | $12,320 ▲ | 2.3% | 6,170 | 0.1% | ETF |
NUSC Nuveen ESG Small-Cap ETF | $548,607 | $88,834 ▲ | 19.3% | 14,309 | 0.1% | ETF |
VV Vanguard Large-Cap ETF | $507,047 | | 0.0% | 1,955 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $480,731 | $33,847 ▲ | 7.6% | 1,960 | 0.1% | Finance |
NLY Annaly Capital Management | $455,936 | $41 ▲ | 0.0% | 22,449 | 0.1% | Finance |
NULG Nuveen ESG Large-Cap Growth ETF | $443,221 | $83,525 ▲ | 23.2% | 5,662 | 0.1% | ETF |
AFRM Affirm | $431,203 | $49,845 ▲ | 13.1% | 9,542 | 0.1% | Business Services |
VPL Vanguard FTSE Pacific ETF | $425,234 | | 0.0% | 5,869 | 0.1% | ETF |
GOOG Alphabet | $416,466 | $15,621 ▲ | 3.9% | 2,666 | 0.1% | Computer and Technology |
MTUM iShares MSCI USA Momentum Factor ETF | $408,909 | $25,873 ▼ | -6.0% | 2,023 | 0.1% | ETF |
CSCO Cisco Systems | $396,795 | $2,592 ▼ | -0.6% | 6,430 | 0.1% | Computer and Technology |
MRK Merck & Co., Inc. | $392,536 | $113,820 ▼ | -22.5% | 4,373 | 0.1% | Medical |
SCHG Schwab U.S. Large-Cap Growth ETF | $367,438 | $476 ▲ | 0.1% | 14,674 | 0.1% | ETF |
XOM Exxon Mobil | $360,486 | $3,806 ▲ | 1.1% | 3,031 | 0.1% | Energy |
ICSH iShares Ultra Short-Term Bond Active ETF | $354,900 | | 0.0% | 7,000 | 0.1% | ETF |
