EQWL Invesco S&P 100 Equal Weight ETF | $28,428,717 | $9,365,417 ▲ | 49.1% | 275,766 | 10.3% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $24,331,285 | $10,230,529 ▲ | 72.6% | 297,849 | 8.8% | Manufacturing |
JCPB JPMorgan Core Plus Bond ETF | $15,928,920 | $8,141,542 ▲ | 104.5% | 338,625 | 5.8% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $14,831,921 | $8,484,922 ▲ | 133.7% | 640,411 | 5.4% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $13,566,860 | $351,570 ▼ | -2.5% | 114,842 | 4.9% | ETF |
SCHB Schwab US Broad Market ETF | $11,337,793 | $7,329,700 ▲ | 182.9% | 526,604 | 4.1% | ETF |
NDSN Nordson | $8,984,407 | $4,034 ▼ | 0.0% | 44,539 | 3.3% | Industrials |
JMEE JPMorgan Market Expansion Enhanced Equity ETF | $8,121,634 | $4,601,444 ▲ | 130.7% | 145,081 | 2.9% | ETF |
IWY iShares Russell Top 200 Growth ETF | $7,716,396 | $4,462,014 ▲ | 137.1% | 36,581 | 2.8% | ETF |
EDIV SPDR S&P Emerging Markets Dividend ETF | $7,635,016 | $4,729,929 ▲ | 162.8% | 213,866 | 2.8% | ETF |
IEF iShares 7-10 Year Treasury Bond ETF | $7,269,197 | $4,336,856 ▲ | 147.9% | 76,221 | 2.6% | ETF |
ACN Accenture | $6,332,228 | $854,990 ▼ | -11.9% | 20,293 | 2.3% | Computer and Technology |
CGMS Capital Group U.S. Multi-Sector Income ETF | $6,277,662 | $3,838,707 ▲ | 157.4% | 229,951 | 2.3% | ETF |
SCHF Schwab International Equity ETF | $4,812,668 | $2,504,344 ▲ | 108.5% | 243,310 | 1.7% | ETF |
MSFT Microsoft | $4,725,409 | $351,365 ▼ | -6.9% | 12,588 | 1.7% | Computer and Technology |
UNH UnitedHealth Group | $4,342,411 | $313,726 ▼ | -6.7% | 8,291 | 1.6% | Medical |
FSBD Fidelity Sustainable Core Plus Bond ETF | $4,063,388 | $3,087,436 ▲ | 316.4% | 86,193 | 1.5% | ETF |
BRK.A Berkshire Hathaway | $3,992,208 | | 0.0% | 5 | 1.4% | Finance |
NUDV Nuveen ESG Dividend ETF | $3,892,552 | $2,216,919 ▲ | 132.3% | 139,468 | 1.4% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $3,625,525 | $859,245 ▲ | 31.1% | 76,359 | 1.3% | ETF |
AAPL Apple | $3,005,419 | $344,302 ▼ | -10.3% | 13,530 | 1.1% | Computer and Technology |
GOOGL Alphabet | $2,373,879 | $45,773 ▲ | 2.0% | 15,351 | 0.9% | Computer and Technology |
CMI Cummins | $2,133,261 | $8,463 ▲ | 0.4% | 6,806 | 0.8% | Auto/Tires/Trucks |
IWD iShares Russell 1000 Value ETF | $1,992,991 | $11,854 ▲ | 0.6% | 10,592 | 0.7% | ETF |
SCHD Schwab US Dividend Equity ETF | $1,666,444 | $1,200,882 ▲ | 257.9% | 59,601 | 0.6% | ETF |
FICO Fair Isaac | $1,604,419 | | 0.0% | 870 | 0.6% | Computer and Technology |
IXUS iShares Core MSCI Total International Stock ETF | $1,494,772 | $121,749 ▼ | -7.5% | 21,412 | 0.5% | Manufacturing |
SUSA iShares MSCI USA ESG Select ETF | $1,363,852 | $36,414 ▼ | -2.6% | 11,873 | 0.5% | ETF |
MUB iShares National Muni Bond ETF | $1,299,126 | $52,615 ▼ | -3.9% | 12,321 | 0.5% | ETF |
FBND Fidelity Total Bond ETF | $1,253,093 | $562,682 ▲ | 81.5% | 27,450 | 0.5% | ETF |
SUSL iShares ESG MSCI USA Leaders ETF | $1,202,416 | $270,376 ▲ | 29.0% | 12,550 | 0.4% | Manufacturing |
PHO Invesco Water Resources ETF | $1,192,265 | $3,097 ▼ | -0.3% | 18,479 | 0.4% | ETF |
PG Procter & Gamble | $1,181,692 | $6,476 ▲ | 0.6% | 6,934 | 0.4% | Consumer Staples |
XEL Xcel Energy | $1,166,609 | $35,961 ▲ | 3.2% | 16,480 | 0.4% | Utilities |
VB Vanguard Small-Cap ETF | $1,140,473 | $4,182,474 ▼ | -78.6% | 5,143 | 0.4% | ETF |
NUDM NuShares ESG International Developed Markets Equity ETF | $1,137,077 | $73,382 ▼ | -6.1% | 35,701 | 0.4% | ETF |
AXP American Express | $1,109,562 | $67,262 ▼ | -5.7% | 4,124 | 0.4% | Finance |
CRM Salesforce | $1,108,864 | $70,042 ▲ | 6.7% | 4,132 | 0.4% | Computer and Technology |
DSI iShares ESG MSCI KLD 400 ETF | $1,100,703 | $3,687 ▲ | 0.3% | 10,748 | 0.4% | ETF |
COST Costco Wholesale | $1,097,105 | $54,855 ▲ | 5.3% | 1,160 | 0.4% | Retail/Wholesale |
IVV iShares Core S&P 500 ETF | $1,092,896 | $133,732 ▼ | -10.9% | 1,945 | 0.4% | ETF |
AMGN Amgen | $1,077,651 | $3,115 ▼ | -0.3% | 3,459 | 0.4% | Medical |
JNJ Johnson & Johnson | $1,077,462 | $19,072 ▲ | 1.8% | 6,497 | 0.4% | Medical |
SPEM SPDR Portfolio Emerging Markets ETF | $1,073,384 | $945 ▼ | -0.1% | 27,264 | 0.4% | ETF |
PLDR Putnam Sustainable Leaders ETF | $1,072,337 | $567,717 ▲ | 112.5% | 34,857 | 0.4% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $1,047,653 | $59,634 ▲ | 6.0% | 38,000 | 0.4% | ETF |
IYH iShares U.S. Healthcare ETF | $1,025,814 | $1,583 ▲ | 0.2% | 16,847 | 0.4% | ETF |
CRBN iShares MSCI ACWI Low Carbon Target ETF | $1,006,751 | $53,339 ▲ | 5.6% | 5,266 | 0.4% | ETF |
NVO Novo Nordisk A/S | $973,688 | | 0.0% | 14,022 | 0.4% | Medical |
ACWV iShares MSCI Global Min Vol Factor ETF | $969,013 | $40,264 ▲ | 4.3% | 8,327 | 0.4% | ETF |
NULV Nuveen ESG Large-Cap Value ETF | $957,629 | $3,361 ▲ | 0.4% | 23,651 | 0.3% | ETF |
KO Coca-Cola | $948,249 | $1,791 ▲ | 0.2% | 13,240 | 0.3% | Consumer Staples |
AMZN Amazon.com | $936,269 | $237,825 ▲ | 34.1% | 4,921 | 0.3% | Retail/Wholesale |
SCHV Schwab U.S. Large-Cap Value ETF | $911,827 | $607,885 ▲ | 200.0% | 34,305 | 0.3% | ETF |
IWM iShares Russell 2000 ETF | $875,562 | $75,607 ▼ | -7.9% | 4,389 | 0.3% | Finance |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $802,948 | $1,708 ▲ | 0.2% | 6,581 | 0.3% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $795,855 | $40,143 ▲ | 5.3% | 16,039 | 0.3% | ETF |
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF | $747,897 | $48,609 ▲ | 7.0% | 14,186 | 0.3% | ETF |
SCHA Schwab US Small-Cap ETF | $729,188 | $364,594 ▲ | 100.0% | 31,122 | 0.3% | ETF |
IBM International Business Machines | $712,411 | $62,165 ▼ | -8.0% | 2,865 | 0.3% | Computer and Technology |
JPM JPMorgan Chase & Co. | $710,634 | $113,329 ▲ | 19.0% | 2,897 | 0.3% | Finance |
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF | $692,321 | $182,663 ▲ | 35.8% | 11,867 | 0.3% | ETF |
IGRO iShares International Dividend Growth ETF | $656,958 | $40,277 ▼ | -5.8% | 9,069 | 0.2% | ETF |
XOM Exxon Mobil | $649,239 | $5,471 ▼ | -0.8% | 5,459 | 0.2% | Energy |
GIS General Mills | $627,092 | $3,647 ▼ | -0.6% | 10,488 | 0.2% | Consumer Staples |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $623,894 | $28,539 ▲ | 4.8% | 16,243 | 0.2% | ETF |
PFM Invesco Dividend Achievers ETF | $620,823 | | 0.0% | 13,561 | 0.2% | Manufacturing |
AGG iShares Core U.S. Aggregate Bond ETF | $600,939 | $82,301 ▲ | 15.9% | 6,075 | 0.2% | Finance |
PANW Palo Alto Networks | $597,923 | $293,672 ▲ | 96.5% | 3,504 | 0.2% | Computer and Technology |
ESGE iShares ESG Aware MSCI EM ETF | $594,989 | $83,670 ▼ | -12.3% | 17,024 | 0.2% | Manufacturing |
BAC Bank of America | $588,727 | $5,383 ▼ | -0.9% | 14,108 | 0.2% | Finance |
NVDA NVIDIA | $582,217 | $51,480 ▲ | 9.7% | 5,372 | 0.2% | Computer and Technology |
SDY SPDR S&P Dividend ETF | $565,514 | $19,674 ▼ | -3.4% | 4,168 | 0.2% | ETF |
WM Waste Management | $555,624 | | 0.0% | 2,400 | 0.2% | Business Services |
SYK Stryker | $555,397 | $104,230 ▼ | -15.8% | 1,492 | 0.2% | Medical |
INTU Intuit | $555,047 | | 0.0% | 904 | 0.2% | Computer and Technology |
BND Vanguard Total Bond Market ETF | $554,180 | $72,642 ▲ | 15.1% | 7,545 | 0.2% | ETF |
UL Unilever | $553,160 | $1,667 ▲ | 0.3% | 9,289 | 0.2% | Consumer Staples |
NKE NIKE | $536,723 | | 0.0% | 8,455 | 0.2% | Consumer Discretionary |
PFE Pfizer | $529,707 | $58,915 ▲ | 12.5% | 20,904 | 0.2% | Medical |
IXJ iShares Global Healthcare ETF | $505,886 | | 0.0% | 5,547 | 0.2% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $493,789 | $370,342 ▲ | 300.0% | 19,720 | 0.2% | ETF |
EFA iShares MSCI EAFE ETF | $477,712 | $15,610 ▲ | 3.4% | 5,845 | 0.2% | Finance |
DE Deere & Company | $471,697 | | 0.0% | 1,005 | 0.2% | Industrials |
CGXU Capital Group International Focus Equity ETF | $450,946 | $28,103 ▲ | 6.6% | 18,421 | 0.2% | ETF |
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund | $449,928 | $104,131 ▲ | 30.1% | 8,728 | 0.2% | ETF |
IYF iShares U.S. Financials ETF | $446,999 | $19,297 ▲ | 4.5% | 3,961 | 0.2% | ETF |
DAL Delta Air Lines | $438,921 | $4,360 ▼ | -1.0% | 10,067 | 0.2% | Transportation |
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF | $417,058 | $45,409 ▲ | 12.2% | 9,708 | 0.2% | ETF |
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | $407,176 | | 0.0% | 13,220 | 0.1% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $405,956 | $38,635 ▼ | -8.7% | 4,907 | 0.1% | Manufacturing |
VZ Verizon Communications | $396,492 | $45,360 ▼ | -10.3% | 8,741 | 0.1% | Computer and Technology |
PEP PepsiCo | $395,992 | $62,975 ▲ | 18.9% | 2,641 | 0.1% | Consumer Staples |
ADBE Adobe | $394,269 | $46,024 ▲ | 13.2% | 1,028 | 0.1% | Computer and Technology |
HPQ HP | $393,170 | | 0.0% | 14,199 | 0.1% | Computer and Technology |
ETN Eaton | $391,979 | $20,387 ▲ | 5.5% | 1,442 | 0.1% | Industrials |
WMT Walmart | $389,875 | $17,558 ▼ | -4.3% | 4,441 | 0.1% | Retail/Wholesale |
V Visa | $386,557 | $4,206 ▲ | 1.1% | 1,103 | 0.1% | Business Services |
LDOS Leidos | $377,157 | | 0.0% | 2,795 | 0.1% | Aerospace |
JMUB JPMorgan Municipal ETF | $374,050 | $5,100 ▼ | -1.3% | 7,481 | 0.1% | ETF |
