BIV Vanguard Intermediate-Term Bond ETF | $47,490,576 | $2,221,127 ▲ | 4.9% | 635,495 | 11.0% | ETF |
IVV iShares Core S&P 500 ETF | $46,878,579 | $396,772 ▼ | -0.8% | 79,633 | 10.9% | ETF |
IEFA iShares Core MSCI EAFE ETF | $29,653,755 | $485,565 ▲ | 1.7% | 421,937 | 6.9% | ETF |
VO Vanguard Mid-Cap ETF | $26,734,368 | $38,563 ▼ | -0.1% | 101,217 | 6.2% | ETF |
BNDX Vanguard Total International Bond ETF | $21,180,997 | $9,908 ▲ | 0.0% | 431,825 | 4.9% | ETF |
VUG Vanguard Growth ETF | $11,878,680 | $81,678 ▼ | -0.7% | 28,941 | 2.8% | ETF |
IJR iShares Core S&P Small-Cap ETF | $11,582,310 | $2,650 ▲ | 0.0% | 100,523 | 2.7% | ETF |
VV Vanguard Large-Cap ETF | $10,488,880 | $150,223 ▼ | -1.4% | 38,891 | 2.4% | ETF |
SCHF Schwab International Equity ETF | $10,305,662 | $5,233,519 ▲ | 103.2% | 557,063 | 2.4% | ETF |
VTV Vanguard Value ETF | $9,266,686 | $11,682 ▼ | -0.1% | 54,735 | 2.1% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $8,296,325 | $79,316 ▲ | 1.0% | 188,382 | 1.9% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $7,955,688 | $298,323 ▼ | -3.6% | 166,542 | 1.8% | Manufacturing |
EFG iShares MSCI EAFE Growth ETF | $7,841,318 | $53,353 ▼ | -0.7% | 80,980 | 1.8% | ETF |
AAPL Apple | $6,966,036 | $2,504 ▲ | 0.0% | 27,817 | 1.6% | Computer and Technology |
VOE Vanguard Mid-Cap Value ETF | $6,754,421 | $92,695 ▼ | -1.4% | 41,753 | 1.6% | ETF |
IAU iShares Gold Trust | $6,638,646 | $134,667 ▼ | -2.0% | 134,087 | 1.5% | Finance |
VOT Vanguard Mid-Cap Growth ETF | $6,628,707 | $98,709 ▼ | -1.5% | 26,123 | 1.5% | ETF |
XLK Technology Select Sector SPDR Fund | $6,614,920 | $55,804 ▲ | 0.9% | 28,449 | 1.5% | ETF |
GLD SPDR Gold Shares | $6,437,405 | $20,823 ▲ | 0.3% | 26,587 | 1.5% | Finance |
IVW iShares S&P 500 Growth ETF | $6,352,659 | $23,250 ▼ | -0.4% | 62,569 | 1.5% | ETF |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $6,300,909 | $201,423 ▼ | -3.1% | 80,113 | 1.5% | ETF |
BSV Vanguard Short-Term Bond ETF | $5,615,833 | $119,614 ▼ | -2.1% | 72,678 | 1.3% | ETF |
TIP iShares TIPS Bond ETF | $5,466,027 | $203,085 ▲ | 3.9% | 51,300 | 1.3% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $5,330,443 | $177,210 ▼ | -3.2% | 85,547 | 1.2% | ETF |
IVE iShares S&P 500 Value ETF | $4,730,903 | $14,316 ▼ | -0.3% | 24,785 | 1.1% | ETF |
DSI iShares MSCI KLD 400 Social ETF | $4,074,202 | $55,236 ▼ | -1.3% | 36,954 | 0.9% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $3,943,496 | $73,477 ▼ | -1.8% | 31,558 | 0.9% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $3,832,128 | $67,106 ▼ | -1.7% | 42,144 | 0.9% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $3,559,231 | $15,039 ▲ | 0.4% | 68,158 | 0.8% | ETF |
VBR Vanguard Small-Cap Value ETF | $3,555,650 | $46,967 ▼ | -1.3% | 17,942 | 0.8% | ETF |
IWM iShares Russell 2000 ETF | $3,469,248 | $33,144 ▼ | -0.9% | 15,701 | 0.8% | Finance |
XLU Utilities Select Sector SPDR Fund | $3,375,821 | $128,899 ▼ | -3.7% | 44,601 | 0.8% | ETF |
EFV iShares MSCI EAFE Value ETF | $3,374,068 | $3,778 ▲ | 0.1% | 64,305 | 0.8% | ETF |
IWB iShares Russell 1000 ETF | $3,216,230 | $12,565 ▼ | -0.4% | 9,983 | 0.7% | ETF |
VBK Vanguard Small-Cap Growth ETF | $3,076,173 | $98,861 ▼ | -3.1% | 10,984 | 0.7% | ETF |
MSFT Microsoft | $3,052,861 | | 0.0% | 7,243 | 0.7% | Computer and Technology |
JPM JPMorgan Chase & Co. | $2,731,736 | $44,586 ▲ | 1.7% | 11,396 | 0.6% | Finance |
VB Vanguard Small-Cap ETF | $2,716,762 | $52,620 ▲ | 2.0% | 11,307 | 0.6% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $2,604,647 | $297,540 ▲ | 12.9% | 53,793 | 0.6% | Manufacturing |
ABBV AbbVie | $2,231,024 | $120,481 ▼ | -5.1% | 12,555 | 0.5% | Medical |
SPY SPDR S&P 500 ETF Trust | $2,089,376 | $267,839 ▲ | 14.7% | 3,565 | 0.5% | Finance |
ESGD iShares ESG Aware MSCI EAFE ETF | $1,946,157 | $19,873 ▼ | -1.0% | 25,560 | 0.5% | Manufacturing |
VEA Vanguard FTSE Developed Markets ETF | $1,880,073 | $1,865 ▲ | 0.1% | 39,316 | 0.4% | ETF |
SYK Stryker | $1,791,129 | $41,043 ▲ | 2.3% | 4,975 | 0.4% | Medical |
IJT iShares S&P Small-Cap 600 Growth ETF | $1,644,602 | $17,869 ▼ | -1.1% | 12,149 | 0.4% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $1,558,398 | $9,123 ▼ | -0.6% | 14,349 | 0.4% | ETF |
ABT Abbott Laboratories | $1,511,133 | $23,414 ▲ | 1.6% | 13,360 | 0.4% | Medical |
XLV Health Care Select Sector SPDR Fund | $1,437,950 | $49,528 ▲ | 3.6% | 10,452 | 0.3% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $1,400,315 | $157,036 ▲ | 12.6% | 10,870 | 0.3% | Manufacturing |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $1,386,231 | $201,967 ▲ | 17.1% | 29,850 | 0.3% | ETF |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $1,348,805 | $209,853 ▲ | 18.4% | 48,379 | 0.3% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $1,345,494 | | 0.0% | 10,615 | 0.3% | ETF |
AMZN Amazon.com | $1,170,885 | $91,705 ▼ | -7.3% | 5,337 | 0.3% | Retail/Wholesale |
VIG Vanguard Dividend Appreciation ETF | $1,150,508 | | 0.0% | 5,875 | 0.3% | ETF |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $936,659 | $41,755 ▼ | -4.3% | 22,275 | 0.2% | ETF |
IBM International Business Machines | $931,201 | | 0.0% | 4,236 | 0.2% | Computer and Technology |
WSO Watsco | $907,026 | | 0.0% | 1,914 | 0.2% | Construction |
ECL Ecolab | $831,134 | $1,172 ▲ | 0.1% | 3,547 | 0.2% | Basic Materials |
CAT Caterpillar | $815,122 | $27,207 ▲ | 3.5% | 2,247 | 0.2% | Industrial Products |
NVDA NVIDIA | $799,331 | $83,801 ▲ | 11.7% | 5,952 | 0.2% | Computer and Technology |
VTEB Vanguard Tax-Exempt Bond ETF | $751,501 | $244,685 ▲ | 48.3% | 14,991 | 0.2% | ETF |
VMC Vulcan Materials | $730,791 | $9,003 ▲ | 1.2% | 2,841 | 0.2% | Construction |
RTX RTX | $721,283 | $26,037 ▲ | 3.7% | 6,233 | 0.2% | Aerospace |
BRK.A Berkshire Hathaway | $680,920 | | 0.0% | 1 | 0.2% | Finance |
MRK Merck & Co., Inc. | $667,511 | $4,079 ▼ | -0.6% | 6,710 | 0.2% | Medical |
RODM Hartford Multifactor Developed Markets (ex-US) ETF | $667,252 | $47,775 ▼ | -6.7% | 23,478 | 0.2% | ETF |
AMAT Applied Materials | $633,770 | | 0.0% | 3,897 | 0.1% | Computer and Technology |
JNJ Johnson & Johnson | $631,267 | $28,924 ▲ | 4.8% | 4,365 | 0.1% | Medical |
IWR iShares Russell Mid-Cap ETF | $620,568 | | 0.0% | 7,020 | 0.1% | ETF |
EEM iShares MSCI Emerging Markets ETF | $609,599 | $12,295 ▼ | -2.0% | 14,577 | 0.1% | Finance |
SPLG SPDR Portfolio S&P 500 ETF | $599,503 | $55,152 ▼ | -8.4% | 8,696 | 0.1% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $566,558 | $11,539 ▼ | -2.0% | 9,869 | 0.1% | ETF |
PEP PepsiCo | $562,397 | | 0.0% | 3,699 | 0.1% | Consumer Staples |
TMO Thermo Fisher Scientific | $558,207 | | 0.0% | 1,073 | 0.1% | Medical |
DHR Danaher | $530,491 | $72,767 ▼ | -12.1% | 2,311 | 0.1% | Multi-Sector Conglomerates |
VOO Vanguard S&P 500 ETF | $528,034 | $21,014 ▲ | 4.1% | 980 | 0.1% | ETF |
SO Southern | $496,884 | | 0.0% | 6,036 | 0.1% | Utilities |
IWO iShares Russell 2000 Growth ETF | $485,800 | $2,015 ▼ | -0.4% | 1,688 | 0.1% | ETF |
HD Home Depot | $473,903 | | 0.0% | 1,218 | 0.1% | Retail/Wholesale |
XLB Materials Select Sector SPDR Fund | $468,008 | $1,851 ▼ | -0.4% | 5,562 | 0.1% | ETF |
CSCO Cisco Systems | $460,576 | $22,792 ▲ | 5.2% | 7,780 | 0.1% | Computer and Technology |
FRME First Merchants | $456,781 | | 0.0% | 11,451 | 0.1% | Finance |
BRK.B Berkshire Hathaway | $454,640 | | 0.0% | 1,003 | 0.1% | Finance |
HEFA iShares Currency Hedged MSCI EAFE ETF | $445,391 | | 0.0% | 12,817 | 0.1% | ETF |
STE STERIS | $443,805 | $18,500 ▲ | 4.3% | 2,159 | 0.1% | Medical |
IWS iShares Russell Mid-Cap Value ETF | $423,460 | | 0.0% | 3,274 | 0.1% | ETF |
XLRE Real Estate Select Sector SPDR Fund | $423,050 | | 0.0% | 10,402 | 0.1% | ETF |
OXY Occidental Petroleum | $415,835 | $3,162 ▲ | 0.8% | 8,416 | 0.1% | Oils/Energy |
NOC Northrop Grumman | $408,752 | | 0.0% | 871 | 0.1% | Aerospace |
VAW Vanguard Materials ETF | $388,581 | $563 ▲ | 0.1% | 2,069 | 0.1% | ETF |
MRVL Marvell Technology | $372,659 | | 0.0% | 3,374 | 0.1% | Computer and Technology |
ALC Alcon | $370,800 | | 0.0% | 4,368 | 0.1% | Medical |
MCD McDonald's | $346,419 | $64,066 ▼ | -15.6% | 1,195 | 0.1% | Retail/Wholesale |
SPTS SPDR Portfolio Short Term Treasury ETF | $312,952 | $50,012 ▲ | 19.0% | 10,788 | 0.1% | ETF |
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund | $301,670 | | 0.0% | 36,924 | 0.1% | Financial Services |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $294,543 | $10,032 ▲ | 3.5% | 2,290 | 0.1% | ETF |
GOOGL Alphabet | $287,126 | | 0.0% | 1,517 | 0.1% | Computer and Technology |
COIN Coinbase Global | $283,559 | | 0.0% | 1,142 | 0.1% | Business Services |
XOM Exxon Mobil | $282,481 | $108 ▲ | 0.0% | 2,626 | 0.1% | Oils/Energy |
HOLX Hologic | $271,636 | $16,869 ▼ | -5.8% | 3,768 | 0.1% | Medical |
