BIV Vanguard Intermediate-Term Bond ETF | $47,474,399 | $2,826,726 ▲ | 6.3% | 605,773 | 10.8% | ETF |
IVV iShares Core S&P 500 ETF | $46,322,769 | $344,939 ▼ | -0.7% | 80,307 | 10.6% | ETF |
IEFA iShares Core MSCI EAFE ETF | $32,392,930 | $186,071 ▲ | 0.6% | 415,028 | 7.4% | ETF |
VO Vanguard Mid-Cap ETF | $26,742,616 | $354,588 ▼ | -1.3% | 101,363 | 6.1% | ETF |
BNDX Vanguard Total International Bond ETF | $21,702,008 | $259,445 ▼ | -1.2% | 431,623 | 5.0% | ETF |
IJR iShares Core S&P Small-Cap ETF | $11,754,520 | $278,366 ▼ | -2.3% | 100,500 | 2.7% | ETF |
SCHF Schwab International Equity ETF | $11,273,887 | $128,130 ▼ | -1.1% | 274,170 | 2.6% | ETF |
VUG Vanguard Growth ETF | $11,187,765 | $94,447 ▼ | -0.8% | 29,140 | 2.6% | ETF |
VV Vanguard Large-Cap ETF | $10,386,160 | $79,249 ▲ | 0.8% | 39,448 | 2.4% | ETF |
VTV Vanguard Value ETF | $9,567,068 | $63,892 ▼ | -0.7% | 54,804 | 2.2% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $8,927,883 | $284,276 ▼ | -3.1% | 186,581 | 2.0% | ETF |
EFG iShares MSCI EAFE Growth ETF | $8,776,860 | $280,214 ▼ | -3.1% | 81,531 | 2.0% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $8,411,250 | $234,248 ▼ | -2.7% | 172,787 | 1.9% | Manufacturing |
VOE Vanguard Mid-Cap Value ETF | $7,096,796 | $122,064 ▼ | -1.7% | 42,326 | 1.6% | ETF |
IAU iShares Gold Trust | $6,799,310 | $242,586 ▼ | -3.4% | 136,807 | 1.6% | Finance |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $6,638,691 | $312,928 ▼ | -4.5% | 82,674 | 1.5% | ETF |
AAPL Apple | $6,478,946 | $1,413,359 ▲ | 27.9% | 27,807 | 1.5% | Computer and Technology |
VOT Vanguard Mid-Cap Growth ETF | $6,454,855 | $51,615 ▼ | -0.8% | 26,512 | 1.5% | ETF |
GLD SPDR Gold Shares | $6,441,245 | $67,327 ▼ | -1.0% | 26,501 | 1.5% | Finance |
XLK Technology Select Sector SPDR Fund | $6,368,561 | $66,374 ▼ | -1.0% | 28,209 | 1.5% | ETF |
IVW iShares S&P 500 Growth ETF | $6,012,936 | $35,715 ▼ | -0.6% | 62,798 | 1.4% | ETF |
BSV Vanguard Short-Term Bond ETF | $5,840,869 | $526,753 ▼ | -8.3% | 74,226 | 1.3% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $5,508,516 | $255,138 ▼ | -4.4% | 88,391 | 1.3% | ETF |
TIP iShares TIPS Bond ETF | $5,456,596 | $155,322 ▼ | -2.8% | 49,394 | 1.2% | ETF |
IVE iShares S&P 500 Value ETF | $4,901,587 | $35,687 ▲ | 0.7% | 24,860 | 1.1% | ETF |
DSI iShares MSCI KLD 400 Social ETF | $4,074,753 | $23,172 ▼ | -0.6% | 37,455 | 0.9% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $3,973,892 | $45,616 ▼ | -1.1% | 32,146 | 0.9% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $3,942,137 | $53,779 ▼ | -1.3% | 42,882 | 0.9% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $3,896,440 | $131,527 ▼ | -3.3% | 67,870 | 0.9% | ETF |
XLU Utilities Select Sector SPDR Fund | $3,740,463 | $126,987 ▼ | -3.3% | 46,304 | 0.9% | ETF |
EFV iShares MSCI EAFE Value ETF | $3,695,325 | $386,429 ▲ | 11.7% | 64,233 | 0.8% | ETF |
VBR Vanguard Small-Cap Value ETF | $3,650,040 | $76,498 ▼ | -2.1% | 18,179 | 0.8% | ETF |
IWM iShares Russell 2000 ETF | $3,501,418 | $174,066 ▼ | -4.7% | 15,851 | 0.8% | Finance |
IWB iShares Russell 1000 ETF | $3,150,817 | $5,973 ▼ | -0.2% | 10,022 | 0.7% | ETF |
MSFT Microsoft | $3,116,546 | $62,821 ▲ | 2.1% | 7,243 | 0.7% | Computer and Technology |
VBK Vanguard Small-Cap Growth ETF | $3,031,168 | $1,872 ▲ | 0.1% | 11,337 | 0.7% | ETF |
VB Vanguard Small-Cap ETF | $2,630,291 | $116,238 ▼ | -4.2% | 11,088 | 0.6% | ETF |
ABBV AbbVie | $2,613,316 | $964,713 ▲ | 58.5% | 13,233 | 0.6% | Medical |
JPM JPMorgan Chase & Co. | $2,363,741 | $498,684 ▲ | 26.7% | 11,210 | 0.5% | Finance |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $2,349,538 | $55,770 ▲ | 2.4% | 47,648 | 0.5% | Manufacturing |
ESGD iShares ESG Aware MSCI EAFE ETF | $2,173,368 | $98,985 ▼ | -4.4% | 25,821 | 0.5% | Manufacturing |
VEA Vanguard FTSE Developed Markets ETF | $2,074,198 | $72,507 ▼ | -3.4% | 39,277 | 0.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $1,783,247 | $15,492 ▲ | 0.9% | 3,108 | 0.4% | Finance |
SYK Stryker | $1,755,956 | $510,423 ▲ | 41.0% | 4,861 | 0.4% | Medical |
IJT iShares S&P Small-Cap 600 Growth ETF | $1,713,114 | $38,919 ▼ | -2.2% | 12,281 | 0.4% | ETF |
XLV Health Care Select Sector SPDR Fund | $1,554,331 | $25,567 ▼ | -1.6% | 10,092 | 0.4% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $1,553,812 | $54,367 ▼ | -3.4% | 14,433 | 0.4% | ETF |
ABT Abbott Laboratories | $1,499,578 | $1,046,957 ▲ | 231.3% | 13,153 | 0.3% | Medical |
IWP iShares Russell Mid-Cap Growth ETF | $1,245,073 | $36,713 ▼ | -2.9% | 10,615 | 0.3% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $1,239,107 | $54,907 ▲ | 4.6% | 25,501 | 0.3% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $1,217,808 | $52,493 ▲ | 4.5% | 9,651 | 0.3% | Manufacturing |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $1,187,149 | $644,720 ▲ | 118.9% | 40,852 | 0.3% | ETF |
VIG Vanguard Dividend Appreciation ETF | $1,163,610 | | 0.0% | 5,875 | 0.3% | ETF |
AMZN Amazon.com | $1,072,330 | $147,387 ▼ | -12.1% | 5,755 | 0.2% | Retail/Wholesale |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $973,053 | $48,092 ▼ | -4.7% | 23,268 | 0.2% | ETF |
WSO Watsco | $941,459 | $300,047 ▲ | 46.8% | 1,914 | 0.2% | Construction |
IBM International Business Machines | $936,403 | $5,305 ▼ | -0.6% | 4,236 | 0.2% | Computer and Technology |
ECL Ecolab | $904,379 | $260,947 ▲ | 40.6% | 3,542 | 0.2% | Basic Materials |
CAT Caterpillar | $849,513 | $244,841 ▲ | 40.5% | 2,172 | 0.2% | Industrial Products |
AMAT Applied Materials | $787,389 | $25,862 ▲ | 3.4% | 3,897 | 0.2% | Computer and Technology |
RODM Hartford Multifactor Developed Markets (ex-US) ETF | $767,376 | $43,647 ▼ | -5.4% | 25,159 | 0.2% | ETF |
MRK Merck & Co., Inc. | $766,644 | $187,374 ▲ | 32.3% | 6,751 | 0.2% | Medical |
DHR Danaher | $730,637 | $350,305 ▲ | 92.1% | 2,628 | 0.2% | Multi-Sector Conglomerates |
RTX RTX | $727,930 | $318,651 ▲ | 77.9% | 6,008 | 0.2% | Aerospace |
VMC Vulcan Materials | $702,707 | $211,113 ▲ | 42.9% | 2,806 | 0.2% | Construction |
BRK.A Berkshire Hathaway | $691,180 | | 0.0% | 1 | 0.2% | Finance |
EEM iShares MSCI Emerging Markets ETF | $681,987 | $4,448 ▲ | 0.7% | 14,871 | 0.2% | Finance |
JNJ Johnson & Johnson | $674,980 | $110,525 ▼ | -14.1% | 4,165 | 0.2% | Medical |
TMO Thermo Fisher Scientific | $663,726 | | 0.0% | 1,073 | 0.2% | Medical |
NVDA NVIDIA | $647,066 | $24,289 ▲ | 3.9% | 5,328 | 0.1% | Computer and Technology |
SPLG SPDR Portfolio S&P 500 ETF | $641,075 | | 0.0% | 9,496 | 0.1% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $634,386 | $25,451 ▼ | -3.9% | 10,070 | 0.1% | ETF |
PEP PepsiCo | $628,934 | $2,040 ▲ | 0.3% | 3,699 | 0.1% | Consumer Staples |
IWR iShares Russell Mid-Cap ETF | $618,743 | | 0.0% | 7,020 | 0.1% | ETF |
SO Southern | $544,327 | | 0.0% | 6,036 | 0.1% | Utilities |
XLB Materials Select Sector SPDR Fund | $538,211 | $2,217 ▼ | -0.4% | 5,584 | 0.1% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $516,800 | $243,883 ▲ | 89.4% | 10,110 | 0.1% | ETF |
STE STERIS | $501,816 | | 0.0% | 2,069 | 0.1% | Medical |
VOO Vanguard S&P 500 ETF | $496,538 | | 0.0% | 941 | 0.1% | ETF |
HD Home Depot | $493,602 | $2,026 ▲ | 0.4% | 1,218 | 0.1% | Retail/Wholesale |
IWO iShares Russell 2000 Growth ETF | $481,341 | $2,840 ▼ | -0.6% | 1,695 | 0.1% | ETF |
XLRE Real Estate Select Sector SPDR Fund | $464,658 | | 0.0% | 10,402 | 0.1% | ETF |
BRK.B Berkshire Hathaway | $461,641 | $8,285 ▲ | 1.8% | 1,003 | 0.1% | Finance |
NOC Northrop Grumman | $459,949 | | 0.0% | 871 | 0.1% | Aerospace |
HEFA iShares Currency Hedged MSCI EAFE ETF | $453,979 | $106,225 ▼ | -19.0% | 12,817 | 0.1% | ETF |
ALC Alcon | $437,106 | $230,661 ▲ | 111.7% | 4,368 | 0.1% | Medical |
VAW Vanguard Materials ETF | $436,842 | $423 ▲ | 0.1% | 2,066 | 0.1% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $432,987 | $9,125 ▼ | -2.1% | 3,274 | 0.1% | ETF |
MCD McDonald's | $431,187 | $11,571 ▼ | -2.6% | 1,416 | 0.1% | Retail/Wholesale |
OXY Occidental Petroleum | $430,463 | | 0.0% | 8,352 | 0.1% | Oils/Energy |
FRME First Merchants | $425,978 | | 0.0% | 11,451 | 0.1% | Finance |
CSCO Cisco Systems | $393,562 | $90,847 ▲ | 30.0% | 7,395 | 0.1% | Computer and Technology |
HOLX Hologic | $326,003 | $274,928 ▲ | 538.3% | 4,002 | 0.1% | Medical |
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund | $321,978 | | 0.0% | 36,924 | 0.1% | Financial Services |
XOM Exxon Mobil | $307,744 | $23,564 ▲ | 8.3% | 2,625 | 0.1% | Oils/Energy |
VNQ Vanguard Real Estate ETF | $284,175 | $487 ▼ | -0.2% | 2,917 | 0.1% | ETF |
ACLS Axcelis Technologies | $280,265 | | 0.0% | 2,673 | 0.1% | Computer and Technology |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $277,872 | $77,885 ▼ | -21.9% | 2,212 | 0.1% | ETF |
SPTS SPDR Portfolio Short Term Treasury ETF | $266,564 | $6,029 ▲ | 2.3% | 9,064 | 0.1% | ETF |
GOOGL Alphabet | $251,558 | $24,542 ▲ | 10.8% | 1,517 | 0.1% | Computer and Technology |
