VTI Vanguard Total Stock Market ETF | $36,238 | $7,590 ▲ | 26.5% | 127,977 | 13.2% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $24,957 | $1,528 ▲ | 6.5% | 472,590 | 9.1% | ETF |
DFSV Dimensional US Small Cap Value ETF | $23,273 | $2,759 ▲ | 13.5% | 755,613 | 8.5% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $13,113 | $1,568 ▲ | 13.6% | 156,567 | 4.8% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $12,363 | $1,410 ▲ | 12.9% | 439,171 | 4.5% | ETF |
DISV Dimensional International Small Cap Value ETF | $11,748 | $1,219 ▲ | 11.6% | 404,270 | 4.3% | ETF |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $8,551 | $926 ▲ | 12.1% | 294,245 | 3.1% | ETF |
VXUS Vanguard Total International Stock ETF | $8,337 | $1,021 ▲ | 14.0% | 128,775 | 3.0% | ETF |
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund | $8,138 | $212 ▼ | -2.5% | 153,603 | 3.0% | ETF |
IVV iShares Core S&P 500 ETF | $8,086 | $290 ▼ | -3.5% | 14,018 | 3.0% | ETF |
MUB iShares National Muni Bond ETF | $7,873 | $132 ▲ | 1.7% | 72,475 | 2.9% | ETF |
VXF Vanguard Extended Market ETF | $7,582 | $575 ▲ | 8.2% | 41,659 | 2.8% | ETF |
AVRE Avantis Real Estate ETF | $6,981 | $798 ▲ | 12.9% | 148,096 | 2.6% | ETF |
MGC Vanguard Mega Cap ETF | $6,537 | | 0.0% | 31,633 | 2.4% | ETF |
SCHB Schwab US Broad Market ETF | $6,229 | $30 ▲ | 0.5% | 93,643 | 2.3% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $5,428 | $529 ▲ | 10.8% | 53,570 | 2.0% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $5,338 | $381 ▲ | 7.7% | 67,217 | 2.0% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $5,000 | $612 ▲ | 14.0% | 97,807 | 1.8% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $4,318 | $78 ▼ | -1.8% | 45,000 | 1.6% | ETF |
GLD SPDR Gold Shares | $3,524 | | 0.0% | 14,500 | 1.3% | Finance |
SUB iShares Short-Term National Muni Bond ETF | $3,308 | $1,093 ▲ | 49.3% | 31,151 | 1.2% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $3,070 | $79 ▲ | 2.6% | 64,161 | 1.1% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $3,056 | $92 ▼ | -2.9% | 43,613 | 1.1% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $2,999 | $153 ▲ | 5.4% | 79,839 | 1.1% | ETF |
DMXF iShares ESG Advanced MSCI EAFE ETF | $2,551 | $296 ▲ | 13.2% | 35,407 | 0.9% | Manufacturing |
AVDV Avantis International Small Cap Value ETF | $2,540 | $74 ▲ | 3.0% | 35,945 | 0.9% | ETF |
USXF iShares ESG Advanced MSCI USA ETF | $2,443 | $459 ▲ | 23.2% | 49,773 | 0.9% | Manufacturing |
SPY SPDR S&P 500 ETF Trust | $2,439 | $640 ▲ | 35.6% | 4,251 | 0.9% | Finance |
AVEM Avantis Emerging Markets Equity ETF | $2,403 | $440 ▼ | -15.5% | 37,195 | 0.9% | ETF |
NULG Nuveen ESG Large-Cap Growth ETF | $2,067 | $155 ▲ | 8.1% | 25,019 | 0.8% | ETF |
BNDX Vanguard Total International Bond ETF | $1,988 | $298 ▲ | 17.6% | 39,543 | 0.7% | ETF |
NULV Nuveen ESG Large-Cap Value ETF | $1,797 | $151 ▲ | 9.1% | 43,064 | 0.7% | ETF |
DFSU Dimensional US Sustainability Core 1 ETF | $1,682 | $1,682 ▲ | New Holding | 45,245 | 0.6% | ETF |
PEAK Healthpeak Properties | $1,636 | $22 ▲ | 1.4% | 71,543 | 0.6% | Finance |
VOO Vanguard S&P 500 ETF | $1,414 | $520 ▲ | 58.2% | 2,679 | 0.5% | ETF |
LOW Lowe's Companies | $1,329 | $44 ▲ | 3.4% | 4,905 | 0.5% | Retail/Wholesale |
VV Vanguard Large-Cap ETF | $1,326 | $88 ▲ | 7.1% | 5,034 | 0.5% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $1,283 | $81 ▼ | -6.0% | 10,188 | 0.5% | ETF |
SLYV SPDR S&P 600 Small CapValue ETF | $1,178 | $379 ▼ | -24.4% | 13,568 | 0.4% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $1,039 | $0 ▲ | 0.0% | 19,737 | 0.4% | Manufacturing |
NUSC Nuveen ESG Small-Cap ETF | $1,014 | $109 ▲ | 12.1% | 23,675 | 0.4% | ETF |
AAPL Apple | $993 | $123 ▼ | -11.1% | 4,262 | 0.4% | Computer and Technology |
MSFT Microsoft | $929 | $312 ▲ | 50.5% | 2,158 | 0.3% | Computer and Technology |
NVDA NVIDIA | $776 | $124 ▲ | 19.0% | 6,389 | 0.3% | Computer and Technology |
DFGR Dimensional Global Real Estate ETF | $761 | $0 ▼ | 0.0% | 26,373 | 0.3% | ETF |
QQQ Invesco QQQ | $751 | $21 ▲ | 2.9% | 1,540 | 0.3% | Finance |
ESGE iShares ESG Aware MSCI EM ETF | $745 | $75 ▲ | 11.2% | 20,449 | 0.3% | Manufacturing |
LLY Eli Lilly and Company | $729 | $83 ▲ | 12.9% | 823 | 0.3% | Medical |
TDVG T. Rowe Price Dividend Growth ETF | $680 | $680 ▲ | New Holding | 16,609 | 0.2% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $679 | $146 ▼ | -17.7% | 8,070 | 0.2% | Manufacturing |
IUSB iShares Core Total USD Bond Market ETF | $628 | $628 ▲ | New Holding | 13,338 | 0.2% | Manufacturing |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $619 | $15 ▼ | -2.4% | 11,532 | 0.2% | Manufacturing |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $588 | | 0.0% | 11,628 | 0.2% | ETF |
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF | $538 | | 0.0% | 11,167 | 0.2% | Finance |
IEMG iShares Core MSCI Emerging Markets ETF | $527 | $168 ▼ | -24.2% | 9,179 | 0.2% | ETF |
VO Vanguard Mid-Cap ETF | $519 | $54 ▲ | 11.6% | 1,969 | 0.2% | ETF |
AMZN Amazon.com | $515 | $165 ▲ | 47.0% | 2,762 | 0.2% | Retail/Wholesale |
VB Vanguard Small-Cap ETF | $461 | $0 ▲ | 0.1% | 1,943 | 0.2% | ETF |
DFSI Dimensional International Sustainability Core 1 ETF | $446 | $446 ▲ | New Holding | 12,468 | 0.2% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $354 | $307 ▼ | -46.5% | 5,684 | 0.1% | ETF |
AOA iShares Core Aggressive Allocation ETF | $351 | $351 ▲ | New Holding | 4,442 | 0.1% | ETF |
IJR iShares Core S&P Small-Cap ETF | $341 | $125 ▼ | -26.8% | 2,919 | 0.1% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $325 | $561 ▼ | -63.3% | 3,118 | 0.1% | ETF |
VNQ Vanguard Real Estate ETF | $322 | $88 ▲ | 37.8% | 3,305 | 0.1% | ETF |
META Meta Platforms | $318 | $44 ▲ | 16.1% | 555 | 0.1% | Computer and Technology |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $316 | | 0.0% | 5,230 | 0.1% | ETF |
VYM Vanguard High Dividend Yield ETF | $307 | | 0.0% | 2,391 | 0.1% | ETF |
BGRN iShares USD Green Bond ETF | $304 | $75 ▲ | 32.9% | 6,299 | 0.1% | Manufacturing |
XLK Technology Select Sector SPDR Fund | $287 | | 0.0% | 1,270 | 0.1% | ETF |
VCEB Vanguard ESG U.S. Corporate Bond ETF | $269 | $55 ▲ | 25.7% | 4,148 | 0.1% | ETF |
TCHP T. Rowe Price Blue Chip Growth ETF | $257 | $257 ▲ | New Holding | 6,491 | 0.1% | ETF |
BRK.B Berkshire Hathaway | $246 | $246 ▲ | New Holding | 535 | 0.1% | Finance |
VGT Vanguard Information Technology ETF | $246 | $246 ▲ | New Holding | 419 | 0.1% | ETF |
IFRA iShares U.S. Infrastructure ETF | $244 | $244 ▲ | New Holding | 5,199 | 0.1% | ETF |
NACP Impact Shares NAACP Minority Empowerment ETF | $240 | $53 ▼ | -18.1% | 5,808 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $226 | $226 ▲ | New Holding | 1,070 | 0.1% | Finance |
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF | $220 | $16 ▼ | -6.8% | 2,687 | 0.1% | ETF |
MPC Marathon Petroleum | $219 | $1 ▼ | -0.4% | 1,343 | 0.1% | Oils/Energy |
PEP PepsiCo | $215 | $7 ▲ | 3.3% | 1,262 | 0.1% | Consumer Staples |
FM iShares Frontier and Select EM ETF | $0 | $5,442 ▼ | -100.0% | 0 | 0.0% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $0 | $610 ▼ | -100.0% | 0 | 0.0% | Finance |
IEFA iShares Core MSCI EAFE ETF | $0 | $330 ▼ | -100.0% | 0 | 0.0% | ETF |
DGRO iShares Core Dividend Growth ETF | $0 | $318 ▼ | -100.0% | 0 | 0.0% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $0 | $292 ▼ | -100.0% | 0 | 0.0% | ETF |
VTV Vanguard Value ETF | $0 | $232 ▼ | -100.0% | 0 | 0.0% | ETF |
BSV Vanguard Short-Term Bond ETF | $0 | $220 ▼ | -100.0% | 0 | 0.0% | ETF |
MTUM iShares MSCI USA Momentum Factor ETF | $0 | $209 ▼ | -100.0% | 0 | 0.0% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $0 | $208 ▼ | -100.0% | 0 | 0.0% | ETF |
