VUG Vanguard Growth ETF | $146,205,011 | $7,033,807 ▲ | 5.1% | 1,622,517 | 17.6% | ETF |
ISHARES TR
| $66,215,882 | $709,358 ▼ | -1.1% | 600,216 | 8.0% | TRUST ISHARE 0-1 |
VXUS Vanguard Total International Stock ETF | $56,216,834 | $1,752,555 ▲ | 3.2% | 661,686 | 6.8% | ETF |
VYM Vanguard High Dividend Yield ETF | $51,127,908 | $1,901,513 ▼ | -3.6% | 329,432 | 6.2% | ETF |
SCHD Schwab US Dividend Equity ETF | $34,356,554 | $7,181,289 ▲ | 26.4% | 1,056,150 | 4.1% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $32,199,040 | $2,007,805 ▲ | 6.7% | 416,816 | 3.9% | ETF |
VGT Vanguard Information Technology ETF | $30,961,893 | $836,081 ▼ | -2.6% | 246,375 | 3.7% | ETF |
VTV Vanguard Value ETF | $30,568,744 | $2,707,258 ▲ | 9.7% | 141,470 | 3.7% | ETF |
BND Vanguard Total Bond Market ETF | $26,994,685 | $662,216 ▼ | -2.4% | 384,814 | 3.3% | ETF |
IGM iShares Expanded Tech Sector ETF | $22,408,493 | $632,042 ▲ | 2.9% | 132,563 | 2.7% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $17,365,977 | $7,789 ▼ | 0.0% | 182,819 | 2.1% | ETF |
IAU iShares Gold Trust | $16,148,659 | $835,982 ▲ | 5.5% | 206,769 | 1.9% | ETF |
VOO Vanguard S&P 500 ETF | $13,144,907 | $202,553 ▲ | 1.6% | 18,755 | 1.6% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $12,583,405 | $606,198 ▼ | -4.6% | 160,687 | 1.5% | ETF |
VIG Vanguard Dividend Appreciation ETF | $12,161,080 | $41,529 ▲ | 0.3% | 52,124 | 1.5% | ETF |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $12,059,799 | $2,986,816 ▲ | 32.9% | 131,600 | 1.5% | ETF |
DVY iShares Select Dividend ETF | $11,312,454 | $663,327 ▲ | 6.2% | 74,390 | 1.4% | ETF |
IWF iShares Russell 1000 Growth ETF | $10,970,365 | $36,576 ▲ | 0.3% | 87,581 | 1.3% | ETF |
BSV Vanguard Short-Term Bond ETF | $9,734,561 | $203,835 ▲ | 2.1% | 127,416 | 1.2% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $9,487,998 | $675,053 ▲ | 7.7% | 192,767 | 1.1% | ETF |
VBR Vanguard Small-Cap Value ETF | $8,612,514 | $147,396 ▲ | 1.7% | 37,279 | 1.0% | ETF |
VHT Vanguard Health Care ETF | $7,999,589 | $490,235 ▲ | 6.5% | 25,309 | 1.0% | ETF |
VB Vanguard Small-Cap ETF | $7,709,133 | $137,409 ▲ | 1.8% | 27,098 | 0.9% | ETF |
AAPL Apple | $7,206,815 | $1,665 ▲ | 0.0% | 21,641 | 0.9% | Technology |
QQQ Invesco QQQ | $7,134,920 | $142,033 ▼ | -2.0% | 9,645 | 0.9% | ETF |
VSGX Vanguard ESG International Stock ETF | $6,524,369 | $37,373 ▲ | 0.6% | 80,478 | 0.8% | ETF |
ESGV Vanguard ESG U.S. Stock ETF | $6,390,197 | $13,146 ▲ | 0.2% | 47,150 | 0.8% | ETF |
VO Vanguard Mid-Cap ETF | $6,084,786 | $444,800 ▲ | 7.9% | 77,592 | 0.7% | ETF |
VTI Vanguard Total Stock Market ETF | $5,130,646 | $85,698 ▲ | 1.7% | 13,710 | 0.6% | ETF |
VNQ Vanguard Real Estate ETF | $5,084,945 | $216,545 ▲ | 4.4% | 56,733 | 0.6% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $4,580,962 | $87,203 ▼ | -1.9% | 79,586 | 0.6% | ETF |
MSFT Microsoft | $4,225,163 | $114,887 ▲ | 2.8% | 8,238 | 0.5% | Technology |
VOT Vanguard Mid-Cap Growth ETF | $4,164,332 | $195,993 ▲ | 4.9% | 14,257 | 0.5% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $4,121,468 | $37,476 ▼ | -0.9% | 93,479 | 0.5% | ETF |
GOOG Alphabet | $3,935,874 | $136,977 ▼ | -3.4% | 11,551 | 0.5% | Communication Services |
VOE Vanguard Mid-Cap Value ETF | $3,817,840 | $95,221 ▲ | 2.6% | 19,526 | 0.5% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $3,616,406 | $51,949 ▲ | 1.5% | 49,635 | 0.4% | ETF |
VPU Vanguard Utilities ETF | $3,330,352 | $319,082 ▲ | 10.6% | 19,476 | 0.4% | ETF |
SPY SPDR S&P 500 ETF Trust | $3,302,429 | $154,825 ▼ | -4.5% | 4,330 | 0.4% | ETF |
GOOGL Alphabet | $3,146,833 | $102,532 ▲ | 3.4% | 9,146 | 0.4% | Communication Services |
ESGU iShares ESG Aware MSCI USA ETF | $2,911,994 | $11,843 ▲ | 0.4% | 17,458 | 0.4% | ETF |
AMZN Amazon.com | $2,717,479 | $30,645 ▲ | 1.1% | 10,907 | 0.3% | Consumer Discretionary |
MUB iShares National Muni Bond ETF | $2,662,873 | $11,020 ▲ | 0.4% | 26,339 | 0.3% | ETF |
PM Philip Morris International | $2,549,164 | $921,088 ▲ | 56.6% | 13,359 | 0.3% | Consumer Staples |
SCHP Schwab U.S. TIPS ETF | $2,526,676 | $34,378 ▲ | 1.4% | 100,544 | 0.3% | ETF |
GLD SPDR Gold Shares | $2,399,673 | | 0.0% | 6,301 | 0.3% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $2,377,935 | $3,100 ▲ | 0.1% | 12,273 | 0.3% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $2,346,487 | $171,347 ▼ | -6.8% | 39,563 | 0.3% | ETF |
AZNCF AstraZeneca | $2,173,386 | $214,755 ▼ | -9.0% | 13,460 | 0.3% | Healthcare |
VGK Vanguard FTSE Europe ETF | $2,134,524 | $24,217 ▲ | 1.1% | 24,591 | 0.3% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $2,013,584 | | 0.0% | 12,559 | 0.2% | ETF |
DSI iShares ESG MSCI KLD 400 ETF | $1,923,963 | $13,887 ▼ | -0.7% | 13,162 | 0.2% | ETF |
IBB iShares Biotechnology ETF | $1,907,408 | $2,105 ▲ | 0.1% | 9,060 | 0.2% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $1,877,159 | $18,652 ▲ | 1.0% | 18,216 | 0.2% | ETF |
CAT Caterpillar | $1,838,137 | | 0.0% | 2,267 | 0.2% | Industrials |
VEU Vanguard FTSE All-World ex-US ETF | $1,820,777 | $17,590 ▲ | 1.0% | 21,945 | 0.2% | ETF |
IVV iShares Core S&P 500 ETF | $1,774,776 | $5,362 ▼ | -0.3% | 2,317 | 0.2% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $1,718,598 | $4,731 ▲ | 0.3% | 24,339 | 0.2% | ETF |
IXJ iShares Global Healthcare ETF | $1,646,685 | | 0.0% | 16,125 | 0.2% | ETF |
VOX Vanguard Communication Services ETF | $1,630,005 | $61,564 ▲ | 3.9% | 8,552 | 0.2% | ETF |
BRK.B Berkshire Hathaway | $1,551,114 | $135,442 ▼ | -8.0% | 3,115 | 0.2% | Finance |
SUB iShares Short-Term National Muni Bond ETF | $1,515,830 | | 0.0% | 14,500 | 0.2% | ETF |
XLK Technology Select Sector SPDR Fund | $1,503,164 | $551,036 ▼ | -26.8% | 7,679 | 0.2% | ETF |
WALMART INC
| $1,492,073 | $36,164 ▲ | 2.5% | 14,358 | 0.2% | COM |
JNJ Johnson & Johnson | $1,408,445 | $259,450 ▼ | -15.6% | 5,320 | 0.2% | Healthcare |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $1,387,565 | $474,390 ▲ | 51.9% | 27,085 | 0.2% | ETF |
VWOB Vanguard Emerging Markets Government Bond ETF | $1,382,591 | $145,450 ▲ | 11.8% | 21,901 | 0.2% | ETF |
SOXX iShares Semiconductor ETF | $1,372,778 | $63,123 ▼ | -4.4% | 2,414 | 0.2% | ETF |
LLY Eli Lilly and Company | $1,352,687 | $3,471 ▲ | 0.3% | 1,169 | 0.2% | Healthcare |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $1,346,703 | $63,406 ▲ | 4.9% | 14,825 | 0.2% | ETF |
JNK SPDR Bloomberg High Yield Bond ETF | $1,317,439 | $27,918 ▲ | 2.2% | 14,204 | 0.2% | ETF |
VFH Vanguard Financials ETF | $1,283,792 | $357,115 ▲ | 38.5% | 9,868 | 0.2% | ETF |
SGOL abrdn Physical Gold Shares ETF | $1,261,648 | $47,868 ▲ | 3.9% | 31,892 | 0.2% | ETF |
NVDA NVIDIA | $1,211,353 | $10,506 ▲ | 0.9% | 5,304 | 0.1% | Technology |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $1,195,906 | $41,462 ▲ | 3.6% | 15,489 | 0.1% | ETF |
VCR Vanguard Consumer Discretionary ETF | $1,178,623 | $276,422 ▼ | -19.0% | 3,232 | 0.1% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $1,168,703 | | 0.0% | 24,677 | 0.1% | ETF |
AMGN Amgen | $1,152,881 | $42,996 ▲ | 3.9% | 2,735 | 0.1% | Healthcare |
NULG Nuveen ESG Large-Cap Growth ETF | $1,151,844 | $30,698 ▼ | -2.6% | 10,131 | 0.1% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $1,092,310 | $39,114 ▲ | 3.7% | 4,915 | 0.1% | ETF |
SUSC iShares ESG Aware USD Corporate Bond ETF | $948,748 | $69,236 ▼ | -6.8% | 43,233 | 0.1% | ETF |
IJR iShares Core S&P Small-Cap ETF | $926,704 | $17,141 ▼ | -1.8% | 6,812 | 0.1% | ETF |
NUSC Nuveen ESG Small-Cap ETF | $872,625 | $53,038 ▲ | 6.5% | 17,983 | 0.1% | ETF |
MAR Marriott International | $830,489 | | 0.0% | 2,335 | 0.1% | Consumer Discretionary |
ESGE iShares ESG Aware MSCI EM ETF | $827,133 | $4,333 ▲ | 0.5% | 15,272 | 0.1% | ETF |
ISRG Intuitive Surgical | $819,359 | $819,359 ▲ | New Holding | 2,015 | 0.1% | Healthcare |
GDX VanEck Gold Miners ETF | $730,243 | $57,861 ▼ | -7.3% | 8,317 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $722,674 | $993 ▼ | -0.1% | 2,184 | 0.1% | Finance |
CSCO Cisco Systems | $718,247 | $10,763 ▲ | 1.5% | 6,673 | 0.1% | Technology |
ICF iShares Select U.S. REIT ETF | $712,278 | $47,804 ▼ | -6.3% | 11,324 | 0.1% | ETF |
AFRM Affirm | $688,492 | $55,730 ▲ | 8.8% | 9,945 | 0.1% | Finance |
VPL Vanguard FTSE Pacific ETF | $679,635 | | 0.0% | 5,869 | 0.1% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $674,147 | $4,671 ▲ | 0.7% | 18,763 | 0.1% | ETF |
VCLT Vanguard Long-Term Corporate Bond ETF | $668,313 | $1,918 ▼ | -0.3% | 9,756 | 0.1% | ETF |
ASML ASML | $659,448 | | 0.0% | 364 | 0.1% | Technology |
BNDX Vanguard Total International Bond ETF | $641,853 | $98,382 ▲ | 18.1% | 13,694 | 0.1% | ETF |
EFA iShares MSCI EAFE ETF | $629,405 | | 0.0% | 6,058 | 0.1% | ETF |
MRK Merck & Co., Inc. | $629,383 | $436 ▲ | 0.1% | 4,331 | 0.1% | Healthcare |
MO Altria Group | $619,778 | $67 ▲ | 0.0% | 9,204 | 0.1% | Consumer Staples |
UNH UnitedHealth Group | $619,024 | | 0.0% | 1,686 | 0.1% | Healthcare |
