VUG Vanguard Growth ETF | $108,333,190 | $3,411,770 â–² | 3.3% | 248,021 | 15.0% | ETF |
SHV iShares Short Treasury Bond ETF | $57,347,686 | $5,197,269 â–² | 10.0% | 519,501 | 8.0% | ETF |
VYM Vanguard High Dividend Yield ETF | $56,723,352 | $13,155,875 â–¼ | -18.8% | 383,007 | 7.9% | Financial Services |
VXUS Vanguard Total International Stock ETF | $49,632,537 | $3,868,377 â–² | 8.5% | 643,659 | 6.9% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $30,412,858 | $1,406,407 â–² | 4.8% | 383,662 | 4.2% | ETF |
BND Vanguard Total Bond Market ETF | $28,232,756 | $891,044 â–² | 3.3% | 383,389 | 3.9% | ETF |
VTV Vanguard Value ETF | $25,741,379 | $26,291 â–¼ | -0.1% | 131,200 | 3.6% | ETF |
VGT Vanguard Information Technology ETF | $22,596,690 | $207,924 â–¼ | -0.9% | 32,386 | 3.1% | ETF |
SCHD Schwab US Dividend Equity ETF | $21,007,913 | $15,250,259 â–² | 264.9% | 684,743 | 2.9% | ETF |
IAU iShares Gold Trust | $17,064,955 | $1,155,160 â–¼ | -6.3% | 193,568 | 2.4% | Finance |
IXUS iShares Core MSCI Total International Stock ETF | $16,094,593 | $162,363 â–¼ | -1.0% | 185,764 | 2.2% | Manufacturing |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $15,914,185 | $678,965 â–¼ | -4.1% | 192,316 | 2.2% | ETF |
IGM iShares Expanded Tech Sector ETF | $14,626,945 | $1,122,050 â–² | 8.3% | 123,424 | 2.0% | ETF |
VIG Vanguard Dividend Appreciation ETF | $11,255,978 | $55,270 â–¼ | -0.5% | 52,339 | 1.6% | ETF |
VOO Vanguard S&P 500 ETF | $11,240,988 | $105,765 â–² | 0.9% | 18,812 | 1.6% | ETF |
DVY iShares Select Dividend ETF | $10,696,026 | $31,947 â–² | 0.3% | 70,643 | 1.5% | ETF |
IWF iShares Russell 1000 Growth ETF | $9,587,096 | $72,914 â–¼ | -0.8% | 22,484 | 1.3% | ETF |
BSV Vanguard Short-Term Bond ETF | $9,438,942 | $225,116 â–² | 2.4% | 120,379 | 1.3% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $8,481,646 | $1,892,652 â–² | 28.7% | 169,803 | 1.2% | Manufacturing |
VBR Vanguard Small-Cap Value ETF | $8,031,639 | $215,075 â–² | 2.8% | 36,970 | 1.1% | ETF |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $7,149,111 | $127,288 â–¼ | -1.7% | 78,013 | 1.0% | ETF |
VB Vanguard Small-Cap ETF | $7,052,271 | $612,899 â–² | 9.5% | 26,925 | 1.0% | ETF |
VHT Vanguard Health Care ETF | $6,737,616 | $69,715 â–² | 1.0% | 24,741 | 0.9% | ETF |
QQQ Invesco QQQ | $5,622,126 | $262,608 â–² | 4.9% | 9,741 | 0.8% | Finance |
AAPL Apple | $5,618,042 | $365,451 â–¼ | -6.1% | 22,137 | 0.8% | Computer and Technology |
VSGX Vanguard ESG International Stock ETF | $5,594,352 | $44,975 â–² | 0.8% | 77,992 | 0.8% | ETF |
VNQ Vanguard Real Estate ETF | $5,265,516 | $33,972 â–¼ | -0.6% | 59,363 | 0.7% | ETF |
ESGV Vanguard ESG U.S. Stock ETF | $5,234,544 | $149,542 â–² | 2.9% | 46,625 | 0.7% | ETF |
VO Vanguard Mid-Cap ETF | $5,099,675 | $203,034 â–² | 4.1% | 17,758 | 0.7% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $4,645,548 | $291,880 â–² | 6.7% | 79,357 | 0.6% | ETF |
VTI Vanguard Total Stock Market ETF | $4,394,613 | $121,271 â–² | 2.8% | 13,698 | 0.6% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $3,930,798 | $10,993 â–¼ | -0.3% | 85,101 | 0.5% | Manufacturing |
BIV Vanguard Intermediate-Term Bond ETF | $3,805,206 | $32,956 â–¼ | -0.9% | 49,303 | 0.5% | ETF |
VPU Vanguard Utilities ETF | $3,710,065 | $9,907 â–² | 0.3% | 18,724 | 0.5% | ETF |
GOOG Alphabet | $3,542,352 | $2,357,648 â–² | 199.0% | 12,349 | 0.5% | Computer and Technology |
VOE Vanguard Mid-Cap Value ETF | $3,467,703 | $53,993 â–² | 1.6% | 18,818 | 0.5% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $3,400,394 | $132,022 â–² | 4.0% | 13,213 | 0.5% | ETF |
MSFT Microsoft | $3,288,707 | $29,244 â–² | 0.9% | 8,884 | 0.5% | Computer and Technology |
ASTRAZENECA PLC F SPONSORED ADR
| $3,000,308 | $2,990,053 â–¼ | -49.9% | 15,213 | 0.4% | COMMON |
GLD SPDR Gold Shares | $2,961,686 | $90,361 â–¼ | -3.0% | 6,883 | 0.4% | Finance |
SPY SPDR S&P 500 ETF Trust | $2,823,545 | $146,315 â–² | 5.5% | 4,342 | 0.4% | Finance |
GOOGL Alphabet | $2,768,593 | $142,053 â–¼ | -4.9% | 9,628 | 0.4% | Computer and Technology |
MUB iShares National Muni Bond ETF | $2,662,242 | $104,027 â–² | 4.1% | 25,080 | 0.4% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $2,648,396 | $101,992 â–¼ | -3.7% | 48,999 | 0.4% | ETF |
SCHP Schwab U.S. TIPS ETF | $2,580,038 | $92,790 â–² | 3.7% | 96,957 | 0.4% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $2,431,434 | $7,071 â–² | 0.3% | 17,193 | 0.3% | Manufacturing |
AMZN Amazon.com | $2,256,814 | $212,227 â–¼ | -8.6% | 10,836 | 0.3% | Retail/Wholesale |
BRK.B Berkshire Hathaway | $2,051,934 | $424,092 â–¼ | -17.1% | 4,282 | 0.3% | Finance |
VGK Vanguard FTSE Europe ETF | $1,996,316 | $5,605 â–² | 0.3% | 24,218 | 0.3% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $1,911,336 | $24,198 â–¼ | -1.3% | 12,322 | 0.3% | Manufacturing |
IJT iShares S&P Small-Cap 600 Growth ETF | $1,865,022 | $9,840 â–² | 0.5% | 12,888 | 0.3% | ETF |
PM Philip Morris International | $1,848,832 | $24,305 â–¼ | -1.3% | 11,182 | 0.3% | Consumer Staples |
WALMART INC
| $1,741,475 | $153,356 â–¼ | -8.1% | 14,013 | 0.2% | COM |
CAT Caterpillar | $1,735,082 | $15,587 â–¼ | -0.9% | 2,449 | 0.2% | Industrials |
ESGD iShares ESG Aware MSCI EAFE ETF | $1,676,123 | $6,215 â–² | 0.4% | 17,529 | 0.2% | Manufacturing |
VCLT Vanguard Long-Term Corporate Bond ETF | $1,623,035 | $2,615,297 â–¼ | -61.7% | 21,722 | 0.2% | Manufacturing |
VEU Vanguard FTSE All-World ex-US ETF | $1,606,164 | $2,629 â–¼ | -0.2% | 21,387 | 0.2% | ETF |
DSI iShares ESG MSCI KLD 400 ETF | $1,568,498 | $18,179 â–² | 1.2% | 12,942 | 0.2% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $1,567,138 | $109,705 â–¼ | -6.5% | 24,456 | 0.2% | ETF |
IBB iShares Biotechnology ETF | $1,566,088 | $675 â–² | 0.0% | 9,275 | 0.2% | Finance |
VOX Vanguard Communication Services ETF | $1,562,288 | $33,810 â–¼ | -2.1% | 8,687 | 0.2% | ETF |
VCR Vanguard Consumer Discretionary ETF | $1,553,717 | $30,873 â–¼ | -1.9% | 4,328 | 0.2% | ETF |
JNJ Johnson & Johnson | $1,549,742 | $4,155 â–² | 0.3% | 6,340 | 0.2% | Medical |
IXJ iShares Global Healthcare ETF | $1,522,364 | | 0.0% | 16,275 | 0.2% | ETF |
IVV iShares Core S&P 500 ETF | $1,418,533 | $1,306 â–¼ | -0.1% | 2,172 | 0.2% | ETF |
XLK Technology Select Sector SPDR Fund | $1,394,653 | $365,475 â–¼ | -20.8% | 10,494 | 0.2% | ETF |
SGOL abrdn Physical Gold Shares ETF | $1,377,196 | $166,209 â–¼ | -10.8% | 30,865 | 0.2% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $1,345,734 | | 0.0% | 12,636 | 0.2% | ETF |
JNK SPDR Bloomberg High Yield Bond ETF | $1,336,734 | $41,447 â–² | 3.2% | 13,965 | 0.2% | Finance |
VWOB Vanguard Emerging Markets Government Bond ETF | $1,260,609 | $14,518 â–² | 1.2% | 19,190 | 0.2% | ETF |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $1,225,035 | $478,573 â–² | 64.1% | 13,042 | 0.2% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $1,200,254 | $9,978 â–¼ | -0.8% | 24,058 | 0.2% | ETF |
AMGN Amgen | $1,172,655 | $83,032 â–¼ | -6.6% | 3,333 | 0.2% | Medical |
LLY Eli Lilly and Company | $1,072,478 | $1,072,478 â–² | New Holding | 1,166 | 0.1% | Medical |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $1,043,748 | $542,997 â–² | 108.4% | 13,119 | 0.1% | ETF |
SUSC iShares ESG Aware USD Corporate Bond ETF | $1,031,664 | $22,282 â–² | 2.2% | 44,588 | 0.1% | Manufacturing |
ICF iShares Select U.S. REIT ETF | $955,829 | $36,515 â–¼ | -3.7% | 15,444 | 0.1% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $932,940 | $8,410 â–² | 0.9% | 17,750 | 0.1% | Manufacturing |
SO Southern | $927,102 | $17,085 â–¼ | -1.8% | 9,605 | 0.1% | Utilities |
NVDA NVIDIA | $910,604 | $71,334 â–² | 8.5% | 5,221 | 0.1% | Computer and Technology |
NULG Nuveen ESG Large-Cap Growth ETF | $890,030 | $62,840 â–¼ | -6.6% | 9,787 | 0.1% | ETF |
IJR iShares Core S&P Small-Cap ETF | $864,327 | $22,749 â–² | 2.7% | 6,953 | 0.1% | ETF |
VFH Vanguard Financials ETF | $862,342 | $15,464 â–² | 1.8% | 7,138 | 0.1% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $858,158 | $48,528 â–² | 6.0% | 4,474 | 0.1% | ETF |
SOXX iShares Semiconductor ETF | $839,402 | $8,874 â–¼ | -1.0% | 2,554 | 0.1% | ETF |
GDX VanEck Gold Miners ETF | $832,916 | $43,316 â–¼ | -4.9% | 9,076 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $796,172 | $284,116 â–¼ | -26.3% | 2,707 | 0.1% | Finance |
PG Procter & Gamble | $769,486 | $3,178 â–² | 0.4% | 5,327 | 0.1% | Consumer Staples |
MAR Marriott International | $763,708 | | 0.0% | 2,335 | 0.1% | Consumer Discretionary |
ESGE iShares ESG Aware MSCI EM ETF | $726,011 | $24,554 â–¼ | -3.3% | 15,967 | 0.1% | Manufacturing |
NUSC Nuveen ESG Small-Cap ETF | $720,509 | $2,253 â–² | 0.3% | 15,990 | 0.1% | ETF |
MGK Vanguard Mega Cap Growth ETF | $647,797 | | 0.0% | 1,763 | 0.1% | ETF |
GLOBAL X FTSE GREECE 20 ETF
| $636,784 | | 0.0% | 9,970 | 0.1% | COMMON |
MO Altria Group | $607,246 | $594 â–² | 0.1% | 9,202 | 0.1% | Consumer Staples |
EFA iShares MSCI EAFE ETF | $588,414 | $83,046 â–² | 16.4% | 6,058 | 0.1% | Finance |
EW Edwards Lifesciences | $569,168 | | 0.0% | 7,107 | 0.1% | Medical |
VPL Vanguard FTSE Pacific ETF | $565,713 | | 0.0% | 5,789 | 0.1% | ETF |
NLY Annaly Capital Management | $565,162 | $13,895 â–² | 2.5% | 26,722 | 0.1% | Finance |
SCHG Schwab U.S. Large-Cap Growth ETF | $562,219 | $134,816 â–² | 31.5% | 19,300 | 0.1% | ETF |
XOM ExxonMobil | $555,263 | $14,081 â–² | 2.6% | 3,273 | 0.1% | Energy |
