VO Vanguard Mid-Cap ETF | $39,400,083 | $635,060 ▼ | -1.6% | 142,013 | 15.3% | ETF |
VOO Vanguard S&P 500 ETF | $29,949,956 | $570,796 ▼ | -1.9% | 53,415 | 11.7% | ETF |
MUB iShares National Muni Bond ETF | $25,374,503 | $3,848,313 ▲ | 17.9% | 239,337 | 9.9% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $19,733,035 | $114,548 ▼ | -0.6% | 252,373 | 7.7% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $19,494,404 | $1,239,906 ▲ | 6.8% | 314,324 | 7.6% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $19,067,838 | $1,001,466 ▲ | 5.5% | 383,350 | 7.4% | ETF |
BND Vanguard Total Bond Market ETF | $14,505,752 | $167,958 ▲ | 1.2% | 201,749 | 5.6% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $13,342,913 | $301,113 ▲ | 2.3% | 300,923 | 5.2% | ETF |
VB Vanguard Small-Cap ETF | $10,631,246 | $114,729 ▼ | -1.1% | 42,162 | 4.1% | ETF |
VNQ Vanguard Real Estate ETF | $9,095,904 | $140,030 ▲ | 1.6% | 100,618 | 3.5% | ETF |
BNDX Vanguard Total International Bond ETF | $6,826,383 | $91,022 ▼ | -1.3% | 139,570 | 2.7% | ETF |
IVV iShares Core S&P 500 ETF | $4,980,026 | $2,451 ▼ | 0.0% | 8,128 | 1.9% | ETF |
SUSA iShares MSCI USA ESG Select ETF | $4,508,272 | $155,549 ▼ | -3.3% | 35,678 | 1.8% | ETF |
VTI Vanguard Total Stock Market ETF | $4,064,925 | | 0.0% | 13,452 | 1.6% | ETF |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $3,871,175 | $210,746 ▲ | 5.8% | 156,411 | 1.5% | Manufacturing |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $2,978,383 | $485,902 ▲ | 19.5% | 64,134 | 1.2% | ETF |
AMZN Amazon.com | $2,798,387 | $65,916 ▲ | 2.4% | 11,887 | 1.1% | Retail/Wholesale |
IWB iShares Russell 1000 ETF | $2,787,539 | | 0.0% | 8,296 | 1.1% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $2,728,593 | $221,606 ▲ | 8.8% | 23,616 | 1.1% | ETF |
VSGX Vanguard ESG International Stock ETF | $2,522,498 | $53,271 ▲ | 2.2% | 43,327 | 1.0% | ETF |
VNQI Vanguard Global ex-U.S. Real Estate ETF | $2,155,849 | $278,180 ▲ | 14.8% | 54,427 | 0.8% | ETF |
ESGE iShares ESG Aware MSCI EM ETF | $1,687,100 | $12,247 ▲ | 0.7% | 49,316 | 0.7% | Manufacturing |
NVDA NVIDIA | $1,490,602 | $89,363 ▼ | -5.7% | 10,125 | 0.6% | Computer and Technology |
MDY SPDR S&P MidCap 400 ETF Trust | $1,208,432 | | 0.0% | 2,019 | 0.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $1,174,408 | $29,879 ▼ | -2.5% | 1,926 | 0.5% | Finance |
IEFA iShares Core MSCI EAFE ETF | $1,056,580 | $156,300 ▲ | 17.4% | 14,446 | 0.4% | ETF |
EEM iShares MSCI Emerging Markets ETF | $1,045,862 | $110,560 ▲ | 11.8% | 24,510 | 0.4% | Finance |
MSFT Microsoft | $1,003,319 | $29,483 ▼ | -2.9% | 2,246 | 0.4% | Computer and Technology |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $956,315 | $249,250 ▼ | -20.7% | 18,451 | 0.4% | Manufacturing |
IAGG iShares Core International Aggregate Bond ETF | $940,088 | $383,976 ▲ | 69.0% | 18,847 | 0.4% | ETF |
IWR iShares Russell Mid-Cap ETF | $629,897 | | 0.0% | 6,795 | 0.2% | ETF |
COST Costco Wholesale | $515,362 | $4,711 ▲ | 0.9% | 547 | 0.2% | Retail/Wholesale |
AAPL Apple | $348,686 | $43,837 ▲ | 14.4% | 1,559 | 0.1% | Computer and Technology |
BRK.B Berkshire Hathaway | $308,086 | | 0.0% | 670 | 0.1% | Finance |
GOOG Alphabet | $224,942 | $61,674 ▼ | -21.5% | 1,127 | 0.1% | Computer and Technology |
IYR iShares U.S. Real Estate ETF | $186,141 | $20,451 ▲ | 12.3% | 1,966 | 0.1% | ETF |
IWF iShares Russell 1000 Growth ETF | $166,904 | $15,439 ▼ | -8.5% | 400 | 0.1% | ETF |
IWD iShares Russell 1000 Value ETF | $161,366 | $3,879 ▼ | -2.3% | 832 | 0.1% | ETF |
RWX SPDR Dow Jones International Real Estate ETF | $154,377 | $34,844 ▼ | -18.4% | 6,637 | 0.1% | ETF |
CAT Caterpillar | $140,208 | | 0.0% | 345 | 0.1% | Industrials |
IYF iShares U.S. Financials ETF | $140,112 | | 0.0% | 1,200 | 0.1% | ETF |
ADP Automatic Data Processing | $118,248 | | 0.0% | 400 | 0.0% | Business Services |
TSLA Tesla | $116,704 | $40,001 ▼ | -25.5% | 283 | 0.0% | Auto/Tires/Trucks |
IJK iShares S&P Mid-Cap 400 Growth ETF | $116,234 | $6,645 ▼ | -5.4% | 1,207 | 0.0% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $114,878 | $12,880 ▼ | -10.1% | 883 | 0.0% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $100,560 | $100,560 ▲ | New Holding | 1,225 | 0.0% | Manufacturing |
IJR iShares Core S&P Small-Cap ETF | $88,774 | | 0.0% | 744 | 0.0% | ETF |
NUEM Nuveen ESG Emerging Markets Equity ETF | $84,584 | $6,497 ▼ | -7.1% | 2,877 | 0.0% | ETF |
AVB AvalonBay Communities | $78,892 | | 0.0% | 369 | 0.0% | Finance |
PALANTIR TECHNOLOGIES INC CL A
| $76,100 | $67,259 ▲ | 760.7% | 964 | 0.0% | Stock |
VTEB Vanguard Tax-Exempt Bond ETF | $74,745 | $449,668 ▼ | -85.7% | 1,497 | 0.0% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $73,396 | | 0.0% | 1,240 | 0.0% | ETF |
META Meta Platforms | $70,010 | $70,010 ▲ | New Holding | 110 | 0.0% | Computer and Technology |
IWO iShares Russell 2000 Growth ETF | $66,945 | $2,726 ▼ | -3.9% | 221 | 0.0% | ETF |
IWN iShares Russell 2000 Value ETF | $64,421 | | 0.0% | 383 | 0.0% | ETF |
ESS Essex Property Trust | $61,356 | | 0.0% | 221 | 0.0% | Finance |
EQR Equity Residential | $60,689 | | 0.0% | 890 | 0.0% | Finance |
BA Boeing | $56,228 | | 0.0% | 315 | 0.0% | Aerospace |
QQQ Invesco QQQ | $54,862 | | 0.0% | 103 | 0.0% | Finance |
JPM JPMorgan Chase & Co. | $53,722 | | 0.0% | 202 | 0.0% | Finance |
MA Mastercard | $53,422 | | 0.0% | 100 | 0.0% | Business Services |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $46,360 | $46,360 ▲ | New Holding | 796 | 0.0% | ETF |
SBUX Starbucks | $45,074 | | 0.0% | 460 | 0.0% | Retail/Wholesale |
GRAYSCALE BITCOIN TRUST ETF
| $43,026 | $26,635 ▲ | 162.5% | 525 | 0.0% | ETF |
EFA iShares MSCI EAFE ETF | $40,025 | | 0.0% | 508 | 0.0% | Finance |
BABA Alibaba Group | $39,606 | $6,716 ▼ | -14.5% | 460 | 0.0% | Retail/Wholesale |
RTX RTX | $37,256 | | 0.0% | 295 | 0.0% | Aerospace |
RIVN Rivian Automotive | $35,729 | $24,127 ▲ | 208.0% | 2,861 | 0.0% | Auto/Tires/Trucks |
AGG iShares Core U.S. Aggregate Bond ETF | $34,669 | $1,364,099 ▼ | -97.5% | 358 | 0.0% | Finance |
VWOB Vanguard Emerging Markets Government Bond ETF | $33,399 | | 0.0% | 523 | 0.0% | ETF |
GD General Dynamics | $32,764 | | 0.0% | 122 | 0.0% | Aerospace |
BOX BOX | $27,267 | | 0.0% | 867 | 0.0% | Computer and Technology |
AMD Advanced Micro Devices | $24,608 | $24,608 ▲ | New Holding | 200 | 0.0% | Computer and Technology |
VOOG Vanguard S&P 500 Growth ETF | $23,961 | | 0.0% | 62 | 0.0% | ETF |
IVT InvenTrust Properties | $23,712 | | 0.0% | 809 | 0.0% | Finance |
NFLX Netflix | $23,637 | | 0.0% | 24 | 0.0% | Consumer Discretionary |
CVX Chevron | $23,089 | | 0.0% | 148 | 0.0% | Energy |
SCHW Charles Schwab | $22,818 | $3,037 ▼ | -11.7% | 278 | 0.0% | Finance |
AMSWA American Software | $22,520 | | 0.0% | 2,000 | 0.0% | Computer and Technology |
RC Ready Capital | $21,224 | | 0.0% | 3,112 | 0.0% | Finance |
AVGO Broadcom | $20,424 | $20,424 ▲ | New Holding | 85 | 0.0% | Computer and Technology |
VTWV Vanguard Russell 2000 Value ETF | $18,571 | $9,138 ▼ | -33.0% | 126 | 0.0% | ETF |
SMR NuScale Power | $17,448 | $17,448 ▲ | New Holding | 600 | 0.0% | Computer and Technology |
MCD McDonald's | $16,497 | | 0.0% | 58 | 0.0% | Retail/Wholesale |
INTC Intel | $16,328 | $5,716 ▲ | 53.9% | 757 | 0.0% | Computer and Technology |
WMT Walmart | $15,948 | $1,876 ▲ | 13.3% | 170 | 0.0% | Retail/Wholesale |
VGSH Vanguard Short-Term Treasury Index ETF | $13,985 | $907,044 ▼ | -98.5% | 240 | 0.0% | ETF |
ALCC AltC Acquisition | $13,573 | $13,573 ▲ | New Holding | 350 | 0.0% | Energy |
ALK Alaska Air Group | $13,426 | | 0.0% | 195 | 0.0% | Transportation |
KR Kroger | $13,120 | | 0.0% | 224 | 0.0% | Retail/Wholesale |
ARM HOLDINGS PLC SPONSORED ADS
| $12,444 | | 0.0% | 75 | 0.0% | ADR |
TRMB Trimble | $11,624 | | 0.0% | 150 | 0.0% | Industrials |
QQQM Invesco NASDAQ 100 ETF | $10,808 | | 0.0% | 49 | 0.0% | ETF |
EA Electronic Arts | $9,012 | | 0.0% | 76 | 0.0% | Consumer Discretionary |
TEMPUS AI INC CL A
| $8,689 | | 0.0% | 158 | 0.0% | Stock |
CEG Constellation Energy | $8,656 | $8,656 ▲ | New Holding | 25 | 0.0% | Energy |
PHAT Phathom Pharmaceuticals | $7,170 | | 0.0% | 1,000 | 0.0% | Medical |
MU Micron Technology | $6,849 | | 0.0% | 65 | 0.0% | Computer and Technology |
TGT Target | $6,451 | | 0.0% | 47 | 0.0% | Retail/Wholesale |
FFNW First Financial Northwest | $6,324 | | 0.0% | 300 | 0.0% | Finance |
KO Coca-Cola | $6,276 | | 0.0% | 102 | 0.0% | Consumer Staples |
SCHF Schwab International Equity ETF | $6,215 | | 0.0% | 322 | 0.0% | ETF |
MOS Mosaic | $5,760 | | 0.0% | 200 | 0.0% | Basic Materials |
CMG Chipotle Mexican Grill | $5,756 | | 0.0% | 100 | 0.0% | Retail/Wholesale |
ZG Zillow Group | $5,681 | | 0.0% | 74 | 0.0% | Finance |
LULU Lululemon Athletica | $5,430 | | 0.0% | 14 | 0.0% | Consumer Discretionary |
SHOP Shopify | $5,305 | | 0.0% | 50 | 0.0% | Computer and Technology |
SONY Sony Group | $5,022 | | 0.0% | 235 | 0.0% | Consumer Staples |
DIS Walt Disney | $5,007 | | 0.0% | 45 | 0.0% | Consumer Discretionary |
AMGN Amgen | $5,002 | | 0.0% | 18 | 0.0% | Medical |
RBLX Roblox | $4,631 | | 0.0% | 69 | 0.0% | Consumer Discretionary |
JNJ Johnson & Johnson | $4,546 | | 0.0% | 31 | 0.0% | Medical |
IEMG iShares Core MSCI Emerging Markets ETF | $4,463 | $2,391 ▼ | -34.9% | 84 | 0.0% | ETF |
GE General Electric | $3,414 | | 0.0% | 17 | 0.0% | Transportation |
AI C3.ai | $3,275 | | 0.0% | 96 | 0.0% | Computer and Technology |
AXP American Express | $3,259 | $3,259 ▲ | New Holding | 10 | 0.0% | Finance |
WM Waste Management | $3,152 | | 0.0% | 15 | 0.0% | Business Services |
VV Vanguard Large-Cap ETF | $2,813 | | 0.0% | 10 | 0.0% | ETF |
PATH UiPath | $2,734 | | 0.0% | 198 | 0.0% | Business Services |
ABBV AbbVie | $2,347 | | 0.0% | 14 | 0.0% | Medical |
S SentinelOne | $2,260 | | 0.0% | 98 | 0.0% | Computer and Technology |
NKE NIKE | $2,080 | | 0.0% | 28 | 0.0% | Consumer Discretionary |
SCHB Schwab US Broad Market ETF | $1,894 | $4,853 ▼ | -71.9% | 80 | 0.0% | ETF |
EQIX Equinix | $1,882 | | 0.0% | 2 | 0.0% | Finance |
ACN Accenture | $1,816 | $1,816 ▲ | New Holding | 5 | 0.0% | Computer and Technology |
SCHD Schwab US Dividend Equity ETF | $1,685 | | 0.0% | 60 | 0.0% | ETF |
COLOMBIER ACQUISITION CORP II COM SHS CL A
| $1,647 | $1,647 ▲ | New Holding | 150 | 0.0% | Stock |
PCOR Procore Technologies | $1,568 | | 0.0% | 20 | 0.0% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $1,417 | | 0.0% | 7 | 0.0% | ETF |
ICLN iShares Global Clean Energy ETF | $1,343 | | 0.0% | 120 | 0.0% | ETF |
BBAI BigBear.ai | $1,341 | | 0.0% | 318 | 0.0% | Computer and Technology |
GE VERNOVA INC COM
| $1,313 | | 0.0% | 3 | 0.0% | Stock |
BOEING CO DEP CONV PFD A
| $1,223 | $1,223 ▲ | New Holding | 20 | 0.0% | Convertible Preferred |
T AT&T | $1,157 | | 0.0% | 51 | 0.0% | Computer and Technology |
ZM Zoom Video Communications | $1,120 | | 0.0% | 14 | 0.0% | Computer and Technology |
F Ford Motor | $1,036 | | 0.0% | 102 | 0.0% | Auto/Tires/Trucks |
JWN Nordstrom | $1,014 | | 0.0% | 42 | 0.0% | Retail/Wholesale |
GOOGL Alphabet | $990 | $990 ▲ | New Holding | 5 | 0.0% | Computer and Technology |
DHR Danaher | $983 | | 0.0% | 4 | 0.0% | Medical |
BLOCK INC CL A
| $878 | $878 ▲ | New Holding | 10 | 0.0% | Stock |
WK KELLOGG CO COM SHS
| $870 | | 0.0% | 51 | 0.0% | Stock |
NCLH Norwegian Cruise Line | $793 | | 0.0% | 30 | 0.0% | Consumer Discretionary |
DBX Dropbox | $622 | | 0.0% | 20 | 0.0% | Computer and Technology |
GPS GAP | $570 | | 0.0% | 23 | 0.0% | Consumer Cyclical |
TLRY Tilray | $564 | $562 ▲ | 25,100.0% | 504 | 0.0% | Consumer Staples |
SYM Symbotic | $558 | | 0.0% | 17 | 0.0% | Business Services |
PFE Pfizer | $545 | $26 ▲ | 5.0% | 21 | 0.0% | Medical |
LUV Southwest Airlines | $479 | | 0.0% | 15 | 0.0% | Transportation |
DOCU DocuSign | $453 | | 0.0% | 5 | 0.0% | Computer and Technology |
GEHC GE HealthCare Technologies | $441 | | 0.0% | 5 | 0.0% | Medical |
PRCH Porch Group | $441 | | 0.0% | 100 | 0.0% | Computer and Technology |
SUPER MICRO COMPUTER INC COM NEW
| $358 | | 0.0% | 11 | 0.0% | Stock |
DAL Delta Air Lines | $337 | | 0.0% | 5 | 0.0% | Transportation |
CRM Salesforce | $335 | $335 ▲ | New Holding | 1 | 0.0% | Computer and Technology |
ARE Alexandria Real Estate Equities | $301 | | 0.0% | 3 | 0.0% | Finance |
ISHARES BITCOIN TRUST ETF
| $294 | | 0.0% | 5 | 0.0% | ETF |
APTIV PLC COM SHS
| $256 | $256 ▲ | New Holding | 4 | 0.0% | Stock |
WBD Warner Bros. Discovery | $216 | | 0.0% | 21 | 0.0% | Consumer Discretionary |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $214 | | 0.0% | 2 | 0.0% | ETF |
FLOT iShares Floating Rate Bond ETF | $204 | | 0.0% | 4 | 0.0% | ETF |
IMNM Immunome | $204 | $204 ▲ | New Holding | 20 | 0.0% | Medical |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $146 | | 0.0% | 3 | 0.0% | Manufacturing |
LCID Lucid Group | $109 | | 0.0% | 40 | 0.0% | Auto/Tires/Trucks |
VERALTO CORP COM SHS
| $103 | | 0.0% | 1 | 0.0% | Stock |
KSS Kohl's | $69 | | 0.0% | 5 | 0.0% | Retail/Wholesale |
DJP iPath Bloomberg Commodity Index Total Return ETN | $68 | | 0.0% | 2 | 0.0% | Finance |
ABEV Ambev | $55 | | 0.0% | 30 | 0.0% | Consumer Staples |
PARA Paramount Global | $54 | | 0.0% | 5 | 0.0% | Consumer Discretionary |
NIO NIO | $41 | | 0.0% | 10 | 0.0% | Auto/Tires/Trucks |
COMM CommScope | $29 | | 0.0% | 5 | 0.0% | Computer and Technology |
PTON Peloton Interactive | $25 | | 0.0% | 3 | 0.0% | Consumer Discretionary |
UP Wheels Up Experience | $20 | | 0.0% | 12 | 0.0% | Aerospace |
GPRO GoPro | $10 | | 0.0% | 9 | 0.0% | Consumer Discretionary |
NVAX Novavax | $9 | | 0.0% | 1 | 0.0% | Medical |
AMC ENTMT HLDGS INC CL A NEW
| $7 | | 0.0% | 2 | 0.0% | Stock |
SMAR Smartsheet | $0 | | -100.0% | 0 | 0.0% | Computer and Technology |
NUBD Nuveen ESG U.S. Aggregate Bond ETF | $0 | $373,545 ▼ | -100.0% | 0 | 0.0% | ETF |
SHV iShares Short Treasury Bond ETF | $0 | $213,086 ▼ | -100.0% | 0 | 0.0% | ETF |
UNH UnitedHealth Group | $0 | $111,258 ▼ | -100.0% | 0 | 0.0% | Medical |
OMER Omeros | $0 | $28,606 ▼ | -100.0% | 0 | 0.0% | Medical |
FM iShares Frontier and Select EM ETF | $0 | $26,089 ▼ | -100.0% | 0 | 0.0% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $0 | $16,085 ▼ | -100.0% | 0 | 0.0% | ETF |
NOC Northrop Grumman | $0 | $12,646 ▼ | -100.0% | 0 | 0.0% | Aerospace |
DFUV Dimensional US Marketwide Value ETF | $0 | $9,591 ▼ | -100.0% | 0 | 0.0% | ETF |
DFIV Dimensional International Value ETF | $0 | $8,517 ▼ | -100.0% | 0 | 0.0% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $0 | $3,532 ▼ | -100.0% | 0 | 0.0% | ETF |
FSK FS KKR Capital | $0 | $2,064 ▼ | -100.0% | 0 | 0.0% | Finance |
GRAYSCALE BITCOIN MINI TRUST (BTC)
| $0 | $1,188 ▼ | -100.0% | 0 | 0.0% | ETF |
GINKGO BIOWORKS HOLDINGS INC CL A NEW
| $0 | $974 ▼ | -100.0% | 0 | 0.0% | Stock |
APTV Aptiv | $0 | $280 ▼ | -100.0% | 0 | 0.0% | Business Services |
CANOO INC CL A COM NEW
| $0 | $206 ▼ | -100.0% | 0 | 0.0% | Stock |
IDR Idaho Strategic Resources | $0 | | -100.0% | 0 | 0.0% | Basic Materials |
