IVV iShares Core S&P 500 ETF | $302,476,816 | $2,530,736 ▼ | -0.8% | 513,822 | 28.2% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $157,317,157 | $11,446,604 ▲ | 7.8% | 1,623,500 | 14.6% | Finance |
VXUS Vanguard Total International Stock ETF | $68,832,968 | $5,172,995 ▲ | 8.1% | 1,168,046 | 6.4% | ETF |
VXF Vanguard Extended Market ETF | $67,630,304 | $2,132,908 ▼ | -3.1% | 355,986 | 6.3% | ETF |
BSV Vanguard Short-Term Bond ETF | $59,394,930 | $6,424,849 ▲ | 12.1% | 768,667 | 5.5% | ETF |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $54,669,282 | $10,291,444 ▲ | 23.2% | 1,061,333 | 5.1% | Manufacturing |
VEU Vanguard FTSE All-World ex-US ETF | $35,358,949 | $1,415,100 ▼ | -3.8% | 615,902 | 3.3% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $32,900,781 | $904,928 ▼ | -2.7% | 497,441 | 3.1% | Manufacturing |
VOO Vanguard S&P 500 ETF | $30,246,646 | $746,791 ▼ | -2.4% | 56,136 | 2.8% | ETF |
AAPL Apple | $19,908,264 | $402,177 ▼ | -2.0% | 79,499 | 1.9% | Computer and Technology |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $13,404,880 | $299,240 ▼ | -2.2% | 259,282 | 1.2% | Manufacturing |
ACWI iShares MSCI ACWI ETF | $10,215,610 | $9,518 ▲ | 0.1% | 86,941 | 1.0% | Manufacturing |
BND Vanguard Total Bond Market ETF | $9,470,056 | $199,910 ▼ | -2.1% | 131,693 | 0.9% | ETF |
SUSA iShares MSCI USA ESG Select ETF | $9,175,366 | $375,711 ▼ | -3.9% | 75,462 | 0.9% | ETF |
VSGX Vanguard ESG International Stock ETF | $8,164,378 | $88,452 ▲ | 1.1% | 143,993 | 0.8% | ETF |
ACWX iShares MSCI ACWI ex U.S. ETF | $7,876,603 | $109,954 ▼ | -1.4% | 151,008 | 0.7% | Manufacturing |
IUSV iShares Core S&P U.S. Value ETF | $7,441,805 | $67,313 ▲ | 0.9% | 80,374 | 0.7% | Manufacturing |
IVW iShares S&P 500 Growth ETF | $7,302,574 | $154,631 ▼ | -2.1% | 71,925 | 0.7% | ETF |
ESGV Vanguard ESG US Stock ETF | $5,753,992 | $21,817 ▼ | -0.4% | 54,857 | 0.5% | ETF |
NUBD Nuveen ESG U.S. Aggregate Bond ETF | $5,583,410 | $19,929 ▼ | -0.4% | 256,355 | 0.5% | ETF |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $4,876,041 | $222,436 ▼ | -4.4% | 98,031 | 0.5% | Manufacturing |
IVE iShares S&P 500 Value ETF | $4,866,604 | $129,606 ▼ | -2.6% | 25,496 | 0.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $4,446,675 | $366,307 ▼ | -7.6% | 7,587 | 0.4% | Finance |
MSFT Microsoft | $4,141,709 | $85,987 ▲ | 2.1% | 9,826 | 0.4% | Computer and Technology |
VUG Vanguard Growth ETF | $4,003,972 | $100,561 ▲ | 2.6% | 9,755 | 0.4% | ETF |
VTI Vanguard Total Stock Market ETF | $3,810,446 | $81,727 ▼ | -2.1% | 13,148 | 0.4% | ETF |
VTV Vanguard Value ETF | $3,697,908 | $179,461 ▲ | 5.1% | 21,842 | 0.3% | ETF |
VIG Vanguard Dividend Appreciation ETF | $3,609,186 | $55,420 ▼ | -1.5% | 18,430 | 0.3% | ETF |
IHI iShares U.S. Medical Devices ETF | $3,599,451 | $281,598 ▼ | -7.3% | 61,687 | 0.3% | ETF |
ADI Analog Devices | $3,487,601 | $425 ▲ | 0.0% | 16,415 | 0.3% | Computer and Technology |
IXN iShares Global Tech ETF | $3,473,863 | $37,205 ▲ | 1.1% | 40,990 | 0.3% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $3,052,931 | $648,305 ▲ | 27.0% | 65,739 | 0.3% | ETF |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $3,049,613 | $66,591 ▲ | 2.2% | 123,466 | 0.3% | Manufacturing |
VGK Vanguard FTSE Europe ETF | $2,849,083 | $43,223 ▼ | -1.5% | 44,889 | 0.3% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $2,637,261 | $76,751 ▲ | 3.0% | 55,150 | 0.2% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $2,544,273 | $42,548 ▼ | -1.6% | 31,035 | 0.2% | Manufacturing |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $2,401,250 | $119,758 ▼ | -4.8% | 57,105 | 0.2% | ETF |
CRM Salesforce | $2,290,646 | $440,342 ▼ | -16.1% | 6,851 | 0.2% | Computer and Technology |
SPXL Direxion Daily S&P 500 Bull 3X | $2,250,106 | $411,625 ▼ | -15.5% | 13,338 | 0.2% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $2,161,415 | $46,827 ▼ | -2.1% | 28,387 | 0.2% | Manufacturing |
JPM JPMorgan Chase & Co. | $2,114,553 | $5,753 ▲ | 0.3% | 8,821 | 0.2% | Finance |
XOM Exxon Mobil | $2,098,519 | $87,994 ▼ | -4.0% | 19,508 | 0.2% | Oils/Energy |
MS Morgan Stanley | $2,010,631 | $223,278 ▲ | 12.5% | 15,993 | 0.2% | Finance |
ISTB iShares Core 1-5 Year USD Bond ETF | $1,909,099 | $81,926 ▼ | -4.1% | 39,964 | 0.2% | Manufacturing |
JNJ Johnson & Johnson | $1,869,892 | $253,513 ▲ | 15.7% | 12,930 | 0.2% | Medical |
DSI iShares MSCI KLD 400 Social ETF | $1,838,004 | $8,600 ▼ | -0.5% | 16,671 | 0.2% | ETF |
PG Procter & Gamble | $1,723,519 | $29,675 ▼ | -1.7% | 10,280 | 0.2% | Consumer Staples |
SUSC iShares ESG Aware USD Corporate Bond ETF | $1,713,467 | $59,413 ▲ | 3.6% | 75,417 | 0.2% | Manufacturing |
VPL Vanguard FTSE Pacific ETF | $1,622,862 | $16,766 ▼ | -1.0% | 22,844 | 0.2% | ETF |
IYW iShares U.S. Technology ETF | $1,567,871 | $10,847 ▼ | -0.7% | 9,829 | 0.1% | Manufacturing |
AMZN Amazon.com | $1,556,137 | $160,594 ▲ | 11.5% | 7,093 | 0.1% | Retail/Wholesale |
VYM Vanguard High Dividend Yield ETF | $1,516,572 | $32,919 ▲ | 2.2% | 11,886 | 0.1% | ETF |
VHT Vanguard Health Care ETF | $1,515,469 | $23,338 ▼ | -1.5% | 5,974 | 0.1% | ETF |
ABBV AbbVie | $1,503,113 | $59,172 ▼ | -3.8% | 8,459 | 0.1% | Medical |
VGT Vanguard Information Technology ETF | $1,460,186 | $3,109 ▲ | 0.2% | 2,348 | 0.1% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $1,447,525 | $3,092 ▼ | -0.2% | 11,237 | 0.1% | Manufacturing |
MDT Medtronic | $1,429,646 | $58,793 ▼ | -3.9% | 17,897 | 0.1% | Medical |
VWO Vanguard FTSE Emerging Markets ETF | $1,353,709 | $167,529 ▼ | -11.0% | 30,738 | 0.1% | ETF |
MRK Merck & Co., Inc. | $1,352,430 | $198,065 ▲ | 17.2% | 13,595 | 0.1% | Medical |
IDXX IDEXX Laboratories | $1,282,905 | $9,509 ▼ | -0.7% | 3,103 | 0.1% | Medical |
SMMD iShares Russell 2500 ETF | $1,233,675 | $59,977 ▼ | -4.6% | 18,142 | 0.1% | ETF |
WSO Watsco | $1,208,894 | $474 ▲ | 0.0% | 2,551 | 0.1% | Construction |
IWM iShares Russell 2000 ETF | $1,208,224 | $62,091 ▼ | -4.9% | 5,468 | 0.1% | Finance |
GOOG Alphabet | $1,206,867 | $51,802 ▲ | 4.5% | 6,337 | 0.1% | Computer and Technology |
VPU Vanguard Utilities ETF | $1,195,028 | $12,092 ▼ | -1.0% | 7,313 | 0.1% | ETF |
NVDA NVIDIA | $1,161,181 | $42,569 ▼ | -3.5% | 8,647 | 0.1% | Computer and Technology |
FHLC Fidelity MSCI Health Care Index ETF | $1,111,803 | $102,665 ▼ | -8.5% | 17,013 | 0.1% | ETF |
HD Home Depot | $1,086,425 | $2,723 ▼ | -0.3% | 2,793 | 0.1% | Retail/Wholesale |
IEFA iShares Core MSCI EAFE ETF | $1,030,014 | $139,013 ▼ | -11.9% | 14,656 | 0.1% | ETF |
BRK.B Berkshire Hathaway | $1,017,269 | $16,320 ▲ | 1.6% | 2,244 | 0.1% | Finance |
AVGO Broadcom | $1,013,468 | $90,890 ▲ | 9.9% | 4,371 | 0.1% | Computer and Technology |
MCD McDonald's | $986,267 | $2,609 ▼ | -0.3% | 3,402 | 0.1% | Retail/Wholesale |
RTX RTX | $977,072 | $20,252 ▼ | -2.0% | 8,443 | 0.1% | Aerospace |
PEP PepsiCo | $953,978 | $10,188 ▼ | -1.1% | 6,274 | 0.1% | Consumer Staples |
NEE NextEra Energy | $937,031 | $29,249 ▼ | -3.0% | 13,071 | 0.1% | Utilities |
IJH iShares Core S&P Mid-Cap ETF | $912,729 | $54,522 ▼ | -5.6% | 14,648 | 0.1% | ETF |
AMAT Applied Materials | $908,684 | $488 ▲ | 0.1% | 5,587 | 0.1% | Computer and Technology |
QQQ Invesco QQQ | $895,213 | $511 ▲ | 0.1% | 1,751 | 0.1% | Finance |
XLF Financial Select Sector SPDR Fund | $855,055 | | 0.0% | 17,692 | 0.1% | ETF |
WMT Walmart | $832,344 | $36,684 ▼ | -4.2% | 9,212 | 0.1% | Retail/Wholesale |
VB Vanguard Small-Cap ETF | $810,797 | $14,418 ▲ | 1.8% | 3,374 | 0.1% | ETF |
LLY Eli Lilly and Company | $802,081 | $16,983 ▼ | -2.1% | 1,039 | 0.1% | Medical |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $798,987 | $9,904 ▼ | -1.2% | 6,212 | 0.1% | ETF |
DE Deere & Company | $782,885 | $2,118 ▼ | -0.3% | 1,848 | 0.1% | Industrial Products |
FDIS Fidelity MSCI Consumer Discretionary Index ETF | $765,504 | $23,194 ▼ | -2.9% | 7,855 | 0.1% | ETF |
GOOGL Alphabet | $746,329 | $39,181 ▲ | 5.5% | 3,943 | 0.1% | Computer and Technology |
AMP Ameriprise Financial | $728,567 | $13,314 ▼ | -1.8% | 1,368 | 0.1% | Finance |
IWD iShares Russell 1000 Value ETF | $716,454 | | 0.0% | 3,870 | 0.1% | ETF |
YUM Yum! Brands | $715,111 | $403 ▼ | -0.1% | 5,330 | 0.1% | Retail/Wholesale |
UNH UnitedHealth Group | $708,768 | $3,035 ▲ | 0.4% | 1,401 | 0.1% | Medical |
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund | $707,317 | $12,460 ▼ | -1.7% | 7,550 | 0.1% | ETF |
IYJ iShares U.S. Industrials ETF | $680,561 | $13,085 ▼ | -1.9% | 5,097 | 0.1% | ETF |
SUSL iShares ESG MSCI USA Leaders ETF | $642,970 | | 0.0% | 6,240 | 0.1% | Manufacturing |
ITA iShares U.S. Aerospace & Defense ETF | $638,007 | $581 ▲ | 0.1% | 4,389 | 0.1% | ETF |
CAT Caterpillar | $635,306 | $1,088 ▲ | 0.2% | 1,751 | 0.1% | Industrial Products |
XLY Consumer Discretionary Select Sector SPDR Fund | $631,994 | | 0.0% | 2,817 | 0.1% | Finance |
IWF iShares Russell 1000 Growth ETF | $617,631 | $41,764 ▲ | 7.3% | 1,538 | 0.1% | ETF |
V Visa | $598,286 | $20,859 ▲ | 3.6% | 1,893 | 0.1% | Business Services |
IEMG iShares Core MSCI Emerging Markets ETF | $583,347 | $15,300 ▼ | -2.6% | 11,171 | 0.1% | ETF |
XLC Communication Services Select Sector SPDR Fund | $560,724 | | 0.0% | 5,792 | 0.1% | ETF |
