VUG Vanguard Growth ETF | $133,039,677 | $111,675,151 â–² | 522.7% | 1,544,459 | 16.6% | ETF |
SHV iShares Short Treasury Bond ETF | $66,943,379 | $9,616,450 â–² | 16.8% | 606,646 | 8.3% | ETF |
VXUS Vanguard Total International Stock ETF | $54,804,057 | $222,360 â–¼ | -0.4% | 641,058 | 6.8% | ETF |
VYM Vanguard High Dividend Yield ETF | $53,996,325 | $6,530,274 â–¼ | -10.8% | 341,684 | 6.7% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $30,886,869 | $566,091 â–² | 1.9% | 390,825 | 3.8% | ETF |
VGT Vanguard Information Technology ETF | $30,241,861 | $26,371,092 â–² | 681.3% | 253,028 | 3.8% | ETF |
BND Vanguard Total Bond Market ETF | $28,942,151 | $797,599 â–² | 2.8% | 394,254 | 3.6% | ETF |
VTV Vanguard Value ETF | $28,100,186 | $492,305 â–¼ | -1.7% | 128,941 | 3.5% | ETF |
SCHD Schwab US Dividend Equity ETF | $26,490,259 | $4,777,050 â–² | 22.0% | 835,391 | 3.3% | ETF |
IGM iShares Expanded Tech Sector ETF | $21,072,974 | $883,330 â–² | 4.4% | 128,824 | 2.6% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $17,456,071 | $273,245 â–¼ | -1.5% | 182,901 | 2.2% | ETF |
IAU iShares Gold Trust | $14,804,868 | $188,548 â–² | 1.3% | 196,065 | 1.8% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $13,920,546 | $1,974,339 â–¼ | -12.4% | 168,428 | 1.7% | ETF |
VOO Vanguard S&P 500 ETF | $12,682,699 | $237,637 â–¼ | -1.8% | 18,466 | 1.6% | ETF |
VIG Vanguard Dividend Appreciation ETF | $12,291,382 | $92,991 â–¼ | -0.8% | 51,946 | 1.5% | ETF |
DVY iShares Select Dividend ETF | $10,945,418 | $96,125 â–¼ | -0.9% | 70,028 | 1.4% | ETF |
IWF iShares Russell 1000 Growth ETF | $10,838,735 | $8,046,881 â–² | 288.2% | 87,289 | 1.4% | ETF |
BSV Vanguard Short-Term Bond ETF | $9,719,106 | $340,388 â–² | 3.6% | 124,748 | 1.2% | ETF |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $9,073,001 | $1,923,890 â–² | 26.9% | 99,007 | 1.1% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $8,993,798 | $464,578 â–² | 5.4% | 179,052 | 1.1% | ETF |
VBR Vanguard Small-Cap Value ETF | $8,903,449 | $79,944 â–¼ | -0.9% | 36,641 | 1.1% | ETF |
VB Vanguard Small-Cap ETF | $8,067,466 | $93,966 â–¼ | -1.2% | 26,615 | 1.0% | ETF |
QQQ Invesco QQQ | $7,244,031 | $70,695 â–² | 1.0% | 9,837 | 0.9% | ETF |
VHT Vanguard Health Care ETF | $7,103,792 | $293,923 â–¼ | -4.0% | 23,758 | 0.9% | ETF |
VSGX Vanguard ESG International Stock ETF | $6,588,605 | $166,739 â–² | 2.6% | 80,017 | 0.8% | ETF |
AAPL Apple | $6,260,692 | $144,972 â–¼ | -2.3% | 21,636 | 0.8% | Technology |
ESGV Vanguard ESG U.S. Stock ETF | $6,222,293 | $56,599 â–² | 0.9% | 47,053 | 0.8% | ETF |
VO Vanguard Mid-Cap ETF | $5,794,594 | $4,363,832 â–² | 305.0% | 71,920 | 0.7% | ETF |
VNQ Vanguard Real Estate ETF | $5,237,787 | $486,586 â–¼ | -8.5% | 54,317 | 0.7% | ETF |
VTI Vanguard Total Stock Market ETF | $4,988,677 | $80,301 â–¼ | -1.6% | 13,481 | 0.6% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $4,720,062 | $101,500 â–² | 2.2% | 81,101 | 0.6% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $4,353,262 | $425,870 â–² | 10.8% | 94,329 | 0.5% | ETF |
GOOG Alphabet | $4,223,451 | $139,922 â–¼ | -3.2% | 11,953 | 0.5% | Communication Services |
VOT Vanguard Mid-Cap Growth ETF | $4,161,325 | $114,248 â–² | 2.8% | 13,586 | 0.5% | ETF |
VOE Vanguard Mid-Cap Value ETF | $3,762,203 | $43,671 â–² | 1.2% | 19,039 | 0.5% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $3,752,317 | $29,223 â–¼ | -0.8% | 48,922 | 0.5% | ETF |
VPU Vanguard Utilities ETF | $3,446,817 | $218,044 â–¼ | -5.9% | 17,610 | 0.4% | ETF |
SPY SPDR S&P 500 ETF Trust | $3,385,005 | $142,629 â–² | 4.4% | 4,533 | 0.4% | ETF |
GOOGL Alphabet | $3,162,065 | $278,753 â–¼ | -8.1% | 8,848 | 0.4% | Communication Services |
MSFT Microsoft | $2,989,480 | $324,538 â–¼ | -9.8% | 8,014 | 0.4% | Technology |
ESGU iShares ESG Aware MSCI USA ETF | $2,845,730 | $31,752 â–² | 1.1% | 17,387 | 0.4% | ETF |
MUB iShares National Muni Bond ETF | $2,822,873 | $123,763 â–² | 4.6% | 26,230 | 0.4% | ETF |
AZNCF AstraZeneca | $2,804,385 | $2,804,385 â–² | New Holding | 14,790 | 0.3% | Healthcare |
SCHP Schwab U.S. TIPS ETF | $2,628,169 | $58,804 â–² | 2.3% | 99,176 | 0.3% | ETF |
AMZN Amazon.com | $2,570,259 | $12,394 â–¼ | -0.5% | 10,784 | 0.3% | Consumer Discretionary |
VWO Vanguard FTSE Emerging Markets ETF | $2,533,962 | $390,791 â–¼ | -13.4% | 42,452 | 0.3% | ETF |
CAT Caterpillar | $2,414,226 | $193,820 â–¼ | -7.4% | 2,267 | 0.3% | Industrials |
GLD SPDR Gold Shares | $2,321,162 | $214,397 â–¼ | -8.5% | 6,301 | 0.3% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $2,305,387 | $12,226 â–¼ | -0.5% | 12,257 | 0.3% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $2,243,037 | $58,759 â–¼ | -2.6% | 12,559 | 0.3% | ETF |
VGK Vanguard FTSE Europe ETF | $2,152,596 | $8,323 â–² | 0.4% | 24,312 | 0.3% | ETF |
XLK Technology Select Sector SPDR Fund | $1,999,317 | | 0.0% | 10,494 | 0.2% | ETF |
DSI iShares ESG MSCI KLD 400 ETF | $1,887,664 | $44,853 â–² | 2.4% | 13,257 | 0.2% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $1,854,178 | $52,022 â–² | 2.9% | 18,035 | 0.2% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $1,820,139 | $28,978 â–² | 1.6% | 21,733 | 0.2% | ETF |
IVV iShares Core S&P 500 ETF | $1,740,519 | $113,838 â–² | 7.0% | 2,324 | 0.2% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $1,729,400 | $13,110 â–¼ | -0.8% | 24,272 | 0.2% | ETF |
IBB iShares Biotechnology ETF | $1,721,225 | $42,793 â–¼ | -2.4% | 9,050 | 0.2% | ETF |
BRK.B Berkshire Hathaway | $1,694,821 | $447,849 â–¼ | -20.9% | 3,387 | 0.2% | Finance |
SOXX iShares Semiconductor ETF | $1,617,966 | $18,583 â–¼ | -1.1% | 2,525 | 0.2% | ETF |
JNJ Johnson & Johnson | $1,600,022 | $10,159 â–¼ | -0.6% | 6,300 | 0.2% | Healthcare |
WALMART INC
| $1,586,745 | $340 â–¼ | 0.0% | 14,010 | 0.2% | COM |
IXJ iShares Global Healthcare ETF | $1,586,378 | $14,757 â–¼ | -0.9% | 16,125 | 0.2% | ETF |
VCR Vanguard Consumer Discretionary ETF | $1,582,295 | $134,039 â–¼ | -7.8% | 3,990 | 0.2% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $1,543,815 | $198,460 â–² | 14.8% | 14,500 | 0.2% | ETF |
PM Philip Morris International | $1,543,524 | $479,411 â–¼ | -23.7% | 8,532 | 0.2% | Consumer Staples |
VOX Vanguard Communication Services ETF | $1,513,690 | $84,247 â–¼ | -5.3% | 8,229 | 0.2% | ETF |
LLY Eli Lilly and Company | $1,398,578 | | 0.0% | 1,166 | 0.2% | Healthcare |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $1,362,408 | $104,637 â–² | 8.3% | 14,127 | 0.2% | ETF |
JNK SPDR Bloomberg High Yield Bond ETF | $1,339,843 | $5,975 â–¼ | -0.4% | 13,903 | 0.2% | ETF |
VWOB Vanguard Emerging Markets Government Bond ETF | $1,317,734 | $27,367 â–² | 2.1% | 19,597 | 0.2% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $1,248,163 | $31,309 â–² | 2.6% | 24,677 | 0.2% | ETF |
NULG Nuveen ESG Large-Cap Growth ETF | $1,217,541 | $71,875 â–² | 6.3% | 10,401 | 0.2% | ETF |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $1,195,711 | $146,585 â–² | 14.0% | 14,952 | 0.1% | ETF |
SGOL abrdn Physical Gold Shares ETF | $1,172,973 | $6,996 â–¼ | -0.6% | 30,682 | 0.1% | ETF |
SUSC iShares ESG Aware USD Corporate Bond ETF | $1,073,947 | $41,673 â–² | 4.0% | 46,388 | 0.1% | ETF |
NVDA NVIDIA | $1,052,100 | $7,404 â–² | 0.7% | 5,258 | 0.1% | Technology |
QUAL iShares MSCI USA Quality Factor ETF | $1,039,879 | $58,149 â–² | 5.9% | 4,739 | 0.1% | ETF |
IJR iShares Core S&P Small-Cap ETF | $1,028,975 | $2,225 â–¼ | -0.2% | 6,938 | 0.1% | ETF |
AMGN Amgen | $953,640 | $253,531 â–¼ | -21.0% | 2,633 | 0.1% | Healthcare |
VFH Vanguard Financials ETF | $937,683 | $1,975 â–¼ | -0.2% | 7,123 | 0.1% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $934,208 | $3,931 â–² | 0.4% | 17,825 | 0.1% | ETF |
NUSC Nuveen ESG Small-Cap ETF | $880,307 | $46,908 â–² | 5.6% | 16,890 | 0.1% | ETF |
MAR Marriott International | $865,328 | | 0.0% | 2,335 | 0.1% | Consumer Discretionary |
ESGE iShares ESG Aware MSCI EM ETF | $830,852 | $42,385 â–¼ | -4.9% | 15,192 | 0.1% | ETF |
ICF iShares Select U.S. REIT ETF | $817,241 | $227,237 â–¼ | -21.8% | 12,084 | 0.1% | ETF |
CSCO Cisco Systems | $772,040 | $11,628 â–¼ | -1.5% | 6,573 | 0.1% | Technology |
GREK Global X MSCI Greece ETF | $752,735 | $752,735 â–² | New Holding | 9,970 | 0.1% | ETF |
AFRM Affirm | $745,367 | $86,117 â–² | 13.1% | 9,140 | 0.1% | Finance |
VCLT Vanguard Long-Term Corporate Bond ETF | $736,225 | $898,309 â–¼ | -55.0% | 9,784 | 0.1% | ETF |
ASML ASML | $724,156 | $3,979 â–¼ | -0.5% | 364 | 0.1% | Technology |
JPM JPMorgan Chase & Co. | $715,919 | $170,223 â–¼ | -19.2% | 2,187 | 0.1% | Finance |
UNH UnitedHealth Group | $700,880 | | 0.0% | 1,686 | 0.1% | Healthcare |
VPL Vanguard FTSE Pacific ETF | $678,930 | $9,254 â–² | 1.4% | 5,869 | 0.1% | ETF |
GDX VanEck Gold Miners ETF | $677,248 | $7,545 â–¼ | -1.1% | 8,976 | 0.1% | ETF |
MO Altria Group | $662,147 | $72 â–² | 0.0% | 9,203 | 0.1% | Consumer Staples |
EW Edwards Lifesciences | $642,944 | | 0.0% | 7,107 | 0.1% | Healthcare |
SCHG Schwab U.S. Large-Cap Growth ETF | $630,525 | $22,571 â–¼ | -3.5% | 18,633 | 0.1% | ETF |
EFA iShares MSCI EAFE ETF | $629,344 | | 0.0% | 6,058 | 0.1% | ETF |
VV Vanguard Large-Cap ETF | $611,682 | $1,719 â–¼ | -0.3% | 1,779 | 0.1% | ETF |
