IVV iShares Core S&P 500 ETF | $298,862,570 | $8,044,332 ▲ | 2.8% | 518,121 | 27.9% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $152,449,071 | $9,054,351 ▲ | 6.3% | 1,505,372 | 14.2% | Finance |
VXUS Vanguard Total International Stock ETF | $69,936,297 | $6,384,336 ▲ | 10.0% | 1,080,264 | 6.5% | ETF |
VXF Vanguard Extended Market ETF | $66,829,116 | $2,581,893 ▲ | 4.0% | 367,213 | 6.2% | ETF |
BSV Vanguard Short-Term Bond ETF | $53,943,524 | $4,267,204 ▲ | 8.6% | 685,519 | 5.0% | ETF |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $46,281,822 | $13,715,415 ▲ | 42.1% | 861,538 | 4.3% | Manufacturing |
VEU Vanguard FTSE All-World ex-US ETF | $40,354,685 | $802,430 ▼ | -1.9% | 640,551 | 3.8% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $37,122,849 | $140,757 ▲ | 0.4% | 511,123 | 3.5% | Manufacturing |
VOO Vanguard S&P 500 ETF | $30,352,804 | $2,531,247 ▲ | 9.1% | 57,522 | 2.8% | ETF |
AAPL Apple | $18,897,526 | $731,389 ▲ | 4.0% | 81,105 | 1.8% | Computer and Technology |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $13,958,569 | $570,834 ▲ | 4.3% | 265,070 | 1.3% | Manufacturing |
ACWI iShares MSCI ACWI ETF | $10,384,094 | $83,804 ▲ | 0.8% | 86,860 | 1.0% | Manufacturing |
BND Vanguard Total Bond Market ETF | $10,100,271 | $510,748 ▼ | -4.8% | 134,473 | 0.9% | ETF |
SUSA iShares MSCI USA ESG Select ETF | $9,455,297 | $76,676 ▲ | 0.8% | 78,552 | 0.9% | ETF |
ACWX iShares MSCI ACWI ex U.S. ETF | $8,761,270 | $18,081 ▼ | -0.2% | 153,116 | 0.8% | Manufacturing |
VSGX Vanguard ESG International Stock ETF | $8,761,080 | $348,640 ▲ | 4.1% | 142,433 | 0.8% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $7,605,464 | $596,046 ▲ | 8.5% | 79,647 | 0.7% | Manufacturing |
IVW iShares S&P 500 Growth ETF | $7,032,634 | $76,887 ▼ | -1.1% | 73,448 | 0.7% | ETF |
NUBD Nuveen ESG U.S. Aggregate Bond ETF | $5,840,032 | $142,170 ▼ | -2.4% | 257,270 | 0.5% | ETF |
ESGV Vanguard ESG US Stock ETF | $5,597,332 | $56,415 ▼ | -1.0% | 55,065 | 0.5% | ETF |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $5,169,214 | $136,161 ▼ | -2.6% | 102,503 | 0.5% | Manufacturing |
IVE iShares S&P 500 Value ETF | $5,160,907 | $271,305 ▲ | 5.5% | 26,175 | 0.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $4,711,813 | $466,476 ▲ | 11.0% | 8,212 | 0.4% | Finance |
MSFT Microsoft | $4,140,315 | $552,501 ▲ | 15.4% | 9,622 | 0.4% | Computer and Technology |
IHI iShares U.S. Medical Devices ETF | $3,938,915 | $180,799 ▼ | -4.4% | 66,513 | 0.4% | ETF |
VTI Vanguard Total Stock Market ETF | $3,802,936 | $185,475 ▼ | -4.7% | 13,430 | 0.4% | ETF |
ADI Analog Devices | $3,777,856 | $287,028 ▼ | -7.1% | 16,413 | 0.4% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $3,706,198 | $45,949 ▲ | 1.3% | 18,713 | 0.3% | ETF |
VUG Vanguard Growth ETF | $3,650,995 | $257,988 ▲ | 7.6% | 9,510 | 0.3% | ETF |
VTV Vanguard Value ETF | $3,627,978 | $237,245 ▲ | 7.0% | 20,782 | 0.3% | ETF |
IXN iShares Global Tech ETF | $3,346,711 | $174,140 ▲ | 5.5% | 40,551 | 0.3% | ETF |
VGK Vanguard FTSE Europe ETF | $3,240,018 | $46,144 ▼ | -1.4% | 45,570 | 0.3% | ETF |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $3,038,572 | $327,910 ▲ | 12.1% | 120,770 | 0.3% | Manufacturing |
VEA Vanguard FTSE Developed Markets ETF | $2,827,689 | $167,195 ▲ | 6.3% | 53,545 | 0.3% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $2,623,686 | $81,902 ▼ | -3.0% | 31,554 | 0.2% | Manufacturing |
SPXL Direxion Daily S&P 500 Bull 3X | $2,586,876 | $909,128 ▲ | 54.2% | 15,778 | 0.2% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $2,515,965 | $583,134 ▲ | 30.2% | 51,779 | 0.2% | ETF |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $2,507,253 | $2,635 ▲ | 0.1% | 59,953 | 0.2% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $2,441,132 | $1,936 ▲ | 0.1% | 29,002 | 0.2% | Manufacturing |
XOM Exxon Mobil | $2,382,628 | $564,535 ▲ | 31.1% | 20,326 | 0.2% | Oils/Energy |
CRM Salesforce | $2,235,669 | $7,938 ▲ | 0.4% | 8,168 | 0.2% | Computer and Technology |
ISTB iShares Core 1-5 Year USD Bond ETF | $2,028,933 | $27,358 ▲ | 1.4% | 41,679 | 0.2% | Manufacturing |
JPM JPMorgan Chase & Co. | $1,855,039 | $223,946 ▲ | 13.7% | 8,797 | 0.2% | Finance |
DSI iShares MSCI KLD 400 Social ETF | $1,822,116 | $20,779 ▼ | -1.1% | 16,749 | 0.2% | ETF |
JNJ Johnson & Johnson | $1,811,359 | $151,365 ▲ | 9.1% | 11,177 | 0.2% | Medical |
PG Procter & Gamble | $1,811,130 | $115,350 ▲ | 6.8% | 10,457 | 0.2% | Consumer Staples |
VPL Vanguard FTSE Pacific ETF | $1,809,268 | $27,594 ▲ | 1.5% | 23,080 | 0.2% | ETF |
ABBV AbbVie | $1,736,278 | $140,609 ▲ | 8.8% | 8,792 | 0.2% | Medical |
SUSC iShares ESG Aware USD Corporate Bond ETF | $1,731,970 | $54,908 ▲ | 3.3% | 72,802 | 0.2% | Manufacturing |
VHT Vanguard Health Care ETF | $1,711,779 | $31,606 ▲ | 1.9% | 6,066 | 0.2% | ETF |
MDT Medtronic | $1,677,519 | $49,786 ▲ | 3.1% | 18,633 | 0.2% | Medical |
VWO Vanguard FTSE Emerging Markets ETF | $1,652,817 | $41,007 ▲ | 2.5% | 34,542 | 0.2% | ETF |
IDXX IDEXX Laboratories | $1,579,318 | $24,756 ▼ | -1.5% | 3,126 | 0.1% | Medical |
IYW iShares U.S. Technology ETF | $1,500,535 | $11,068 ▼ | -0.7% | 9,897 | 0.1% | Manufacturing |
VYM Vanguard High Dividend Yield ETF | $1,490,704 | $280,757 ▲ | 23.2% | 11,628 | 0.1% | ETF |
MS Morgan Stanley | $1,481,973 | $1,481,973 ▲ | New Holding | 14,217 | 0.1% | Finance |
ESGU iShares ESG Aware MSCI USA ETF | $1,420,894 | $49,210 ▲ | 3.6% | 11,261 | 0.1% | Manufacturing |
VGT Vanguard Information Technology ETF | $1,374,293 | $129,042 ▼ | -8.6% | 2,343 | 0.1% | ETF |
FHLC Fidelity MSCI Health Care Index ETF | $1,352,919 | $65,447 ▼ | -4.6% | 18,584 | 0.1% | ETF |
MRK Merck & Co., Inc. | $1,317,779 | $44,289 ▲ | 3.5% | 11,604 | 0.1% | Medical |
IEFA iShares Core MSCI EAFE ETF | $1,298,289 | $52,138 ▲ | 4.2% | 16,634 | 0.1% | ETF |
SMMD iShares Russell 2500 ETF | $1,288,514 | $65,428 ▼ | -4.8% | 19,024 | 0.1% | ETF |
VPU Vanguard Utilities ETF | $1,285,733 | $46,646 ▼ | -3.5% | 7,387 | 0.1% | ETF |
IWM iShares Russell 2000 ETF | $1,269,802 | $11,265 ▼ | -0.9% | 5,749 | 0.1% | Finance |
WSO Watsco | $1,254,294 | $24,594 ▲ | 2.0% | 2,550 | 0.1% | Construction |
AMZN Amazon.com | $1,185,248 | $186,889 ▲ | 18.7% | 6,361 | 0.1% | Retail/Wholesale |
TE CONNECTIVITY PLC
| $1,140,540 | $1,140,540 ▲ | New Holding | 7,554 | 0.1% | ORD SHS |
NEE NextEra Energy | $1,139,345 | $1,944 ▲ | 0.2% | 13,479 | 0.1% | Utilities |
HD Home Depot | $1,134,468 | $126,007 ▲ | 12.5% | 2,800 | 0.1% | Retail/Wholesale |
AMAT Applied Materials | $1,128,334 | $129,928 ▼ | -10.3% | 5,584 | 0.1% | Computer and Technology |
NVDA NVIDIA | $1,088,603 | $9,958 ▲ | 0.9% | 8,964 | 0.1% | Computer and Technology |
PEP PepsiCo | $1,078,236 | $77,199 ▲ | 7.7% | 6,341 | 0.1% | Consumer Staples |
RTX RTX | $1,044,130 | $73,300 ▲ | 7.6% | 8,618 | 0.1% | Aerospace |
MCD McDonald's | $1,038,738 | $157,135 ▲ | 17.8% | 3,411 | 0.1% | Retail/Wholesale |
BRK.B Berkshire Hathaway | $1,016,364 | $7,365 ▲ | 0.7% | 2,208 | 0.1% | Finance |
GOOG Alphabet | $1,013,958 | $359,274 ▲ | 54.9% | 6,065 | 0.1% | Computer and Technology |
IJH iShares Core S&P Mid-Cap ETF | $967,414 | $6,357 ▲ | 0.7% | 15,523 | 0.1% | ETF |
LLY Eli Lilly and Company | $939,759 | $21,258 ▲ | 2.3% | 1,061 | 0.1% | Medical |
QQQ Invesco QQQ | $854,132 | $58,081 ▲ | 7.3% | 1,750 | 0.1% | Finance |
UNH UnitedHealth Group | $815,372 | $180,025 ▲ | 28.3% | 1,395 | 0.1% | Medical |
XLF Financial Select Sector SPDR Fund | $801,802 | $12,418 ▼ | -1.5% | 17,692 | 0.1% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $790,009 | $43,966 ▲ | 5.9% | 6,289 | 0.1% | ETF |
VB Vanguard Small-Cap ETF | $786,114 | $63,809 ▲ | 8.8% | 3,314 | 0.1% | ETF |
WMT Walmart | $776,689 | $99,812 ▲ | 14.7% | 9,618 | 0.1% | Retail/Wholesale |
DE Deere & Company | $773,396 | $128,134 ▲ | 19.9% | 1,853 | 0.1% | Industrial Products |
YUM Yum! Brands | $745,074 | $19,280 ▼ | -2.5% | 5,333 | 0.1% | Retail/Wholesale |
IWD iShares Russell 1000 Value ETF | $734,526 | $56,940 ▲ | 8.4% | 3,870 | 0.1% | ETF |
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund | $733,743 | $17,190 ▲ | 2.4% | 7,683 | 0.1% | ETF |
FDIS Fidelity MSCI Consumer Discretionary Index ETF | $715,705 | $25,292 ▲ | 3.7% | 8,093 | 0.1% | ETF |
IYJ iShares U.S. Industrials ETF | $694,425 | $22,724 ▲ | 3.4% | 5,195 | 0.1% | ETF |
AVGO Broadcom | $686,446 | $645,559 ▲ | 1,578.9% | 3,979 | 0.1% | Computer and Technology |
CAT Caterpillar | $683,865 | $122,454 ▲ | 21.8% | 1,748 | 0.1% | Industrial Products |
VCSH Vanguard Short-Term Corporate Bond ETF | $670,662 | $83,237 ▲ | 14.2% | 8,444 | 0.1% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $658,125 | $76,066 ▼ | -10.4% | 11,464 | 0.1% | ETF |
ITA iShares U.S. Aerospace & Defense ETF | $656,156 | $31,723 ▲ | 5.1% | 4,385 | 0.1% | ETF |
AMP Ameriprise Financial | $654,446 | $31,007 ▲ | 5.0% | 1,393 | 0.1% | Finance |
QCOM QUALCOMM | $640,631 | $63,094 ▲ | 10.9% | 3,767 | 0.1% | Computer and Technology |
SUSL iShares ESG MSCI USA Leaders ETF | $633,485 | | 0.0% | 6,240 | 0.1% | Manufacturing |
GOOGL Alphabet | $619,536 | $117,573 ▲ | 23.4% | 3,736 | 0.1% | Computer and Technology |
IJR iShares Core S&P Small-Cap ETF | $618,210 | $6,666 ▼ | -1.1% | 5,286 | 0.1% | ETF |
