VUG Vanguard Growth ETF | $49,975,674 | $2,864,495 ▲ | 6.1% | 130,169 | 9.7% | ETF |
IVV iShares Core S&P 500 ETF | $48,304,675 | $1,082,692 ▲ | 2.3% | 83,743 | 9.4% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $46,840,952 | $3,145,731 ▲ | 7.2% | 994,078 | 9.1% | Manufacturing |
AAPL Apple | $37,653,259 | $339,714 ▼ | -0.9% | 161,602 | 7.3% | Computer and Technology |
VTV Vanguard Value ETF | $35,922,047 | $740,178 ▲ | 2.1% | 205,774 | 7.0% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $19,110,991 | $1,177,261 ▲ | 6.6% | 151,458 | 3.7% | Manufacturing |
EFV iShares MSCI EAFE Value ETF | $18,783,042 | $1,252,372 ▼ | -6.3% | 326,491 | 3.6% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $16,746,187 | $1,791,559 ▲ | 12.0% | 274,034 | 3.2% | Manufacturing |
EFG iShares MSCI EAFE Growth ETF | $16,110,088 | $638,259 ▲ | 4.1% | 149,652 | 3.1% | ETF |
XLK Technology Select Sector SPDR Fund | $12,250,664 | $660,801 ▲ | 5.7% | 54,264 | 2.4% | ETF |
OEF iShares S&P 100 ETF | $9,349,308 | $388,574 ▲ | 4.3% | 33,781 | 1.8% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $8,612,289 | $38,547 ▼ | -0.4% | 82,667 | 1.7% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $8,595,023 | $1,353,910 ▲ | 18.7% | 176,889 | 1.7% | ETF |
TLH iShares 10-20 Year Treasury Bond ETF | $8,356,674 | $870,817 ▲ | 11.6% | 76,435 | 1.6% | ETF |
IEFA iShares Core MSCI EAFE ETF | $7,727,417 | $281,839 ▼ | -3.5% | 99,006 | 1.5% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $6,960,651 | $561,628 ▲ | 8.8% | 111,692 | 1.3% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $6,527,550 | $646,933 ▼ | -9.0% | 78,702 | 1.3% | ETF |
CMF iShares California Muni Bond ETF | $5,921,383 | $113,430 ▼ | -1.9% | 101,900 | 1.1% | ETF |
ESGV Vanguard ESG US Stock ETF | $5,718,864 | $675,163 ▼ | -10.6% | 56,260 | 1.1% | ETF |
PWZ Invesco California AMT-Free Municipal Bond ETF | $5,614,334 | $5,614,334 ▲ | New Holding | 223,857 | 1.1% | ETF |
BSV Vanguard Short-Term Bond ETF | $5,065,272 | $323,494 ▲ | 6.8% | 64,370 | 1.0% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $4,895,083 | $239,596 ▼ | -4.7% | 103,011 | 0.9% | ETF |
LLY Eli Lilly and Company | $4,863,811 | $275,527 ▼ | -5.4% | 5,490 | 0.9% | Medical |
IWF iShares Russell 1000 Growth ETF | $4,650,235 | $20,646 ▼ | -0.4% | 12,388 | 0.9% | ETF |
MSFT Microsoft | $4,498,436 | $324,452 ▲ | 7.8% | 10,454 | 0.9% | Computer and Technology |
XLE Energy Select Sector SPDR Fund | $4,216,760 | $451,291 ▲ | 12.0% | 48,027 | 0.8% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $4,168,007 | $355,558 ▼ | -7.9% | 51,860 | 0.8% | ETF |
U Unity Software | $3,470,677 | $4,524 ▼ | -0.1% | 153,434 | 0.7% | Computer and Technology |
IEMG iShares Core MSCI Emerging Markets ETF | $3,380,750 | $220,339 ▼ | -6.1% | 58,888 | 0.7% | ETF |
META Meta Platforms | $3,375,958 | $5,725 ▼ | -0.2% | 5,897 | 0.7% | Computer and Technology |
IWD iShares Russell 1000 Value ETF | $3,229,118 | $84,842 ▼ | -2.6% | 17,013 | 0.6% | ETF |
MCD McDonald's | $2,961,330 | $3,959 ▼ | -0.1% | 9,725 | 0.6% | Retail/Wholesale |
SCHM Schwab U.S. Mid-Cap ETF | $2,856,116 | $209,136 ▼ | -6.8% | 34,374 | 0.6% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $2,648,931 | $22,073 ▼ | -0.8% | 58,205 | 0.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,632,609 | $16,640 ▼ | -0.6% | 4,588 | 0.5% | Finance |
QQQ Invesco QQQ | $2,604,221 | $1,952 ▼ | -0.1% | 5,336 | 0.5% | Finance |
DBEF Xtrackers MSCI EAFE Hedged Equity ETF | $2,528,788 | $1,637,172 ▲ | 183.6% | 60,181 | 0.5% | ETF |
GOOG Alphabet | $2,418,554 | $1,338 ▲ | 0.1% | 14,466 | 0.5% | Computer and Technology |
IJR iShares Core S&P Small-Cap ETF | $2,204,224 | $46,433 ▼ | -2.1% | 18,846 | 0.4% | ETF |
VB Vanguard Small-Cap ETF | $2,100,672 | $155,843 ▼ | -6.9% | 8,856 | 0.4% | ETF |
TSLA Tesla | $2,081,528 | $137,879 ▼ | -6.2% | 7,956 | 0.4% | Auto/Tires/Trucks |
AMZN Amazon.com | $1,985,346 | $21,987 ▼ | -1.1% | 10,655 | 0.4% | Retail/Wholesale |
SCHF Schwab International Equity ETF | $1,955,495 | $15,461 ▼ | -0.8% | 47,556 | 0.4% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $1,844,623 | $285,442 ▼ | -13.4% | 34,929 | 0.4% | ETF |
SNPS Synopsys | $1,833,132 | | 0.0% | 3,620 | 0.4% | Computer and Technology |
IWS iShares Russell Mid-Cap Value ETF | $1,519,327 | | 0.0% | 11,488 | 0.3% | ETF |
AME AMETEK | $1,518,260 | | 0.0% | 8,842 | 0.3% | Computer and Technology |
VO Vanguard Mid-Cap ETF | $1,439,572 | $98,153 ▼ | -6.4% | 5,456 | 0.3% | ETF |
IWO iShares Russell 2000 Growth ETF | $1,418,099 | $8,805 ▼ | -0.6% | 4,993 | 0.3% | ETF |
MA Mastercard | $1,398,075 | $24,692 ▲ | 1.8% | 2,831 | 0.3% | Business Services |
NFLX Netflix | $1,345,533 | $31,918 ▼ | -2.3% | 1,897 | 0.3% | Consumer Discretionary |
IWN iShares Russell 2000 Value ETF | $1,328,744 | | 0.0% | 7,965 | 0.3% | ETF |
IEV iShares Europe ETF | $1,297,090 | $19,520 ▲ | 1.5% | 22,260 | 0.3% | ETF |
PG Procter & Gamble | $1,215,298 | $3,810 ▲ | 0.3% | 7,017 | 0.2% | Consumer Staples |
BRK.B Berkshire Hathaway | $1,184,709 | $69,039 ▲ | 6.2% | 2,574 | 0.2% | Finance |
ESGD iShares ESG Aware MSCI EAFE ETF | $1,180,235 | $366,393 ▼ | -23.7% | 14,022 | 0.2% | Manufacturing |
TLT iShares 20+ Year Treasury Bond ETF | $1,146,800 | $26,585 ▼ | -2.3% | 11,690 | 0.2% | ETF |
HD Home Depot | $1,117,646 | $365,119 ▲ | 48.5% | 2,758 | 0.2% | Retail/Wholesale |
ICLN iShares Global Clean Energy ETF | $1,046,883 | $124,351 ▲ | 13.5% | 71,265 | 0.2% | ETF |
V Visa | $1,009,081 | $5,224 ▼ | -0.5% | 3,670 | 0.2% | Business Services |
IVLU iShares MSCI Intl Value Factor ETF | $988,871 | $6,703 ▼ | -0.7% | 33,487 | 0.2% | ETF |
VOO Vanguard S&P 500 ETF | $966,909 | $275,506 ▲ | 39.8% | 1,832 | 0.2% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $955,042 | $42,808 ▼ | -4.3% | 12,025 | 0.2% | ETF |
SPYX SPDR S&P Fossil Fuel Reserves Free ETF | $953,467 | $31,185 ▼ | -3.2% | 20,179 | 0.2% | ETF |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $950,943 | $196,423 ▼ | -17.1% | 37,796 | 0.2% | Manufacturing |
AGG iShares Core U.S. Aggregate Bond ETF | $940,539 | $208,221 ▼ | -18.1% | 9,287 | 0.2% | Finance |
DE Deere & Company | $909,722 | $835 ▲ | 0.1% | 2,180 | 0.2% | Industrial Products |
DFAC Dimensional U.S. Core Equity 2 ETF | $879,401 | | 0.0% | 25,646 | 0.2% | ETF |
IWV iShares Russell 3000 ETF | $852,534 | $65,027 ▼ | -7.1% | 2,609 | 0.2% | ETF |
SUSC iShares ESG Aware USD Corporate Bond ETF | $851,753 | $72,322 ▲ | 9.3% | 35,803 | 0.2% | Manufacturing |
JPM JPMorgan Chase & Co. | $826,018 | $80,767 ▼ | -8.9% | 3,917 | 0.2% | Finance |
NVDA NVIDIA | $813,857 | $109,413 ▼ | -11.9% | 6,702 | 0.2% | Computer and Technology |
RY Royal Bank of Canada | $800,268 | | 0.0% | 6,416 | 0.2% | Finance |
RPG Invesco S&P 500 Pure Growth ETF | $778,488 | $249,561 ▲ | 47.2% | 19,824 | 0.2% | ETF |
CDNS Cadence Design Systems | $774,333 | | 0.0% | 2,857 | 0.1% | Computer and Technology |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $763,657 | $64,025 ▼ | -7.7% | 18,261 | 0.1% | ETF |
GOOGL Alphabet | $741,275 | $41,624 ▲ | 5.9% | 4,470 | 0.1% | Computer and Technology |
STX Seagate Technology | $725,089 | $10,953 ▲ | 1.5% | 6,620 | 0.1% | Computer and Technology |
SUSL iShares ESG MSCI USA Leaders ETF | $724,650 | $290,449 ▲ | 66.9% | 7,138 | 0.1% | Manufacturing |
CNI Canadian National Railway | $702,900 | | 0.0% | 6,000 | 0.1% | Transportation |
VGT Vanguard Information Technology ETF | $696,389 | $201,231 ▲ | 40.6% | 1,187 | 0.1% | ETF |
EMGF iShares Emerging Markets Equity Factor ETF | $695,168 | $23,999 ▼ | -3.3% | 13,962 | 0.1% | ETF |
BURL Burlington Stores | $690,318 | | 0.0% | 2,620 | 0.1% | Retail/Wholesale |
ABBV AbbVie | $673,346 | $1,580 ▲ | 0.2% | 3,410 | 0.1% | Medical |
TD Toronto-Dominion Bank | $669,923 | $127 ▼ | 0.0% | 10,590 | 0.1% | Finance |
VNQ Vanguard Real Estate ETF | $664,468 | $153,624 ▼ | -18.8% | 6,821 | 0.1% | ETF |
ESGE iShares ESG Aware MSCI EM ETF | $661,988 | $110,762 ▼ | -14.3% | 18,181 | 0.1% | Manufacturing |
ICF iShares Cohen & Steers REIT ETF | $631,571 | $42,184 ▼ | -6.3% | 9,582 | 0.1% | ETF |
CVX Chevron | $622,198 | $36,669 ▼ | -5.6% | 4,225 | 0.1% | Oils/Energy |
IVW iShares S&P 500 Growth ETF | $605,215 | $4,883 ▼ | -0.8% | 6,321 | 0.1% | ETF |
KO Coca-Cola | $604,268 | $359 ▼ | -0.1% | 8,409 | 0.1% | Consumer Staples |
CAT Caterpillar | $597,878 | $1,564 ▲ | 0.3% | 1,529 | 0.1% | Industrial Products |
CP Canadian Pacific Kansas City | $593,220 | | 0.0% | 6,935 | 0.1% | Transportation |
COST Costco Wholesale | $530,398 | $23,948 ▼ | -4.3% | 598 | 0.1% | Retail/Wholesale |
CM Canadian Imperial Bank of Commerce | $521,574 | | 0.0% | 8,503 | 0.1% | Finance |
KLAC KLA | $507,239 | | 0.0% | 655 | 0.1% | Computer and Technology |
VOOV Vanguard S&P 500 Value ETF | $505,068 | | 0.0% | 2,648 | 0.1% | ETF |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $466,871 | $11,417 ▼ | -2.4% | 4,989 | 0.1% | ETF |
IBM International Business Machines | $465,431 | $19,015 ▼ | -3.9% | 2,105 | 0.1% | Computer and Technology |
MRK Merck & Co., Inc. | $463,211 | $28,276 ▲ | 6.5% | 4,079 | 0.1% | Medical |
