AAPL Apple | $8,228,043 | $109,512 ▼ | -1.3% | 35,313 | 6.8% | Computer and Technology |
MGK Vanguard Mega Cap Growth ETF | $8,052,593 | $587,557 ▲ | 7.9% | 25,012 | 6.7% | ETF |
QQQ Invesco QQQ | $7,541,278 | $112,746 ▼ | -1.5% | 15,451 | 6.3% | Finance |
VGT Vanguard Information Technology ETF | $4,506,992 | $114,962 ▼ | -2.5% | 7,684 | 3.7% | ETF |
VTI Vanguard Total Stock Market ETF | $4,309,957 | $4,814 ▲ | 0.1% | 15,221 | 3.6% | ETF |
MGV Vanguard Mega Cap Value ETF | $3,489,907 | $194,604 ▼ | -5.3% | 27,205 | 2.9% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $3,474,295 | $599,451 ▲ | 20.9% | 33,349 | 2.9% | ETF |
FTEC Fidelity MSCI Information Technology Index ETF | $3,403,513 | $65,788 ▼ | -1.9% | 19,504 | 2.8% | ETF |
XLK Technology Select Sector SPDR Fund | $3,163,308 | $580,873 ▲ | 22.5% | 14,012 | 2.6% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $3,038,525 | $8,886 ▲ | 0.3% | 7,181 | 2.5% | Finance |
QWLD SPDR MSCI World StrategicFactors ETF | $2,781,591 | $75,989 ▼ | -2.7% | 21,597 | 2.3% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $2,709,572 | $36,971 ▼ | -1.3% | 21,474 | 2.3% | Manufacturing |
BRK.B Berkshire Hathaway | $2,685,221 | $3,222 ▲ | 0.1% | 5,834 | 2.2% | Finance |
ESGV Vanguard ESG US Stock ETF | $2,341,760 | $54,994 ▲ | 2.4% | 23,037 | 1.9% | ETF |
VO Vanguard Mid-Cap ETF | $2,337,393 | $7,651 ▲ | 0.3% | 8,859 | 1.9% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $2,329,387 | $62,985 ▼ | -2.6% | 33,248 | 1.9% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $2,323,106 | $17,286 ▼ | -0.7% | 9,542 | 1.9% | ETF |
MSFT Microsoft | $2,284,847 | $24,957 ▲ | 1.1% | 5,310 | 1.9% | Computer and Technology |
LOW Lowe's Companies | $2,164,460 | $3,521 ▼ | -0.2% | 7,991 | 1.8% | Retail/Wholesale |
BBUS JP Morgan BetaBuilders U.S. Equity ETF | $2,072,962 | $880,126 ▲ | 73.8% | 20,013 | 1.7% | ETF |
USSG Xtrackers MSCI USA ESG Leaders Equity ETF | $1,924,116 | $26,051 ▲ | 1.4% | 36,117 | 1.6% | ETF |
DSI iShares MSCI KLD 400 Social ETF | $1,918,132 | $232,043 ▲ | 13.8% | 17,632 | 1.6% | ETF |
SUSA iShares MSCI USA ESG Select ETF | $1,905,677 | $226,534 ▲ | 13.5% | 15,832 | 1.6% | ETF |
IVV iShares Core S&P 500 ETF | $1,806,930 | $24,800 ▼ | -1.4% | 3,133 | 1.5% | ETF |
VT Vanguard Total World Stock ETF | $1,727,706 | $18,194 ▼ | -1.0% | 14,434 | 1.4% | ETF |
CSX CSX | $1,470,474 | $11,982 ▼ | -0.8% | 42,585 | 1.2% | Transportation |
AMAT Applied Materials | $1,407,732 | $34,956 ▼ | -2.4% | 6,967 | 1.2% | Computer and Technology |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $1,367,276 | $9,514 ▼ | -0.7% | 25,005 | 1.1% | ETF |
SPY SPDR S&P 500 ETF Trust | $1,357,356 | $4,590 ▲ | 0.3% | 2,366 | 1.1% | Finance |
NEE NextEra Energy | $1,337,520 | $7,861 ▲ | 0.6% | 15,823 | 1.1% | Utilities |
QQMG Invesco ESG NASDAQ 100 ETF | $1,328,639 | $534,566 ▲ | 67.3% | 39,725 | 1.1% | ETF |
DGRO iShares Core Dividend Growth ETF | $1,263,237 | $53,097 ▲ | 4.4% | 20,151 | 1.0% | ETF |
HD Home Depot | $1,226,110 | $16,613 ▼ | -1.3% | 3,026 | 1.0% | Retail/Wholesale |
SPLG SPDR Portfolio S&P 500 ETF | $1,181,382 | $51,444 ▼ | -4.2% | 17,499 | 1.0% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $1,027,690 | $25,130 ▼ | -2.4% | 12,391 | 0.9% | ETF |
VNQ Vanguard Real Estate ETF | $1,026,536 | $292 ▲ | 0.0% | 10,537 | 0.9% | ETF |
LLY Eli Lilly and Company | $991,208 | $32,775 ▼ | -3.2% | 1,119 | 0.8% | Medical |
VUG Vanguard Growth ETF | $821,981 | $4,223 ▼ | -0.5% | 2,141 | 0.7% | ETF |
GOOGL Alphabet | $806,837 | $9,951 ▼ | -1.2% | 4,865 | 0.7% | Computer and Technology |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $796,249 | $2,927 ▲ | 0.4% | 19,040 | 0.7% | ETF |
VOO Vanguard S&P 500 ETF | $771,854 | $17,938 ▲ | 2.4% | 1,463 | 0.6% | ETF |
NUMV Nuveen ESG Mid-Cap Value ETF | $697,781 | $1,179 ▼ | -0.2% | 18,941 | 0.6% | ETF |
AMZN Amazon.com | $676,005 | $3,727 ▲ | 0.6% | 3,628 | 0.6% | Retail/Wholesale |
LMT Lockheed Martin | $675,147 | $8,184 ▼ | -1.2% | 1,155 | 0.6% | Aerospace |
GOOG Alphabet | $671,768 | $836 ▲ | 0.1% | 4,018 | 0.6% | Computer and Technology |
VYM Vanguard High Dividend Yield ETF | $660,261 | $1,026 ▲ | 0.2% | 5,150 | 0.5% | ETF |
VB Vanguard Small-Cap ETF | $651,143 | $19,214 ▼ | -2.9% | 2,745 | 0.5% | ETF |
QTEC First Trust NASDAQ 100 Technology Index Fund | $623,570 | $75,961 ▼ | -10.9% | 3,259 | 0.5% | Manufacturing |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $618,194 | $2,594 ▼ | -0.4% | 13,584 | 0.5% | ETF |
VBK Vanguard Small-Cap Growth ETF | $604,807 | $61,497 ▼ | -9.2% | 2,262 | 0.5% | ETF |
MCD McDonald's | $586,067 | $2,131 ▼ | -0.4% | 1,925 | 0.5% | Retail/Wholesale |
CAT Caterpillar | $546,922 | $1,956 ▲ | 0.4% | 1,398 | 0.5% | Industrial Products |
USRT iShares Core U.S. REIT ETF | $524,678 | $18,593 ▼ | -3.4% | 8,522 | 0.4% | ETF |
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF | $524,490 | $18,272 ▼ | -3.4% | 14,065 | 0.4% | ETF |
SHE SPDR MSCI USA Gender Diversity Index ETF | $509,376 | $7,725 ▼ | -1.5% | 4,484 | 0.4% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $501,725 | $1,583 ▲ | 0.3% | 5,389 | 0.4% | ETF |
RPV Invesco S&P 500 Pure Value ETF | $483,769 | $2,668 ▲ | 0.6% | 5,440 | 0.4% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $481,390 | $7,507 ▼ | -1.5% | 4,104 | 0.4% | ETF |
JNJ Johnson & Johnson | $478,797 | $12,805 ▼ | -2.6% | 2,954 | 0.4% | Medical |
XOM Exxon Mobil | $473,789 | $473,789 ▲ | New Holding | 4,042 | 0.4% | Oils/Energy |
VIG Vanguard Dividend Appreciation ETF | $441,915 | $2,179 ▲ | 0.5% | 2,231 | 0.4% | ETF |
MTUM iShares MSCI USA Momentum Factor ETF | $436,566 | $10,341 ▼ | -2.3% | 2,153 | 0.4% | ETF |
EQIX Equinix | $426,415 | $42,642 ▼ | -9.1% | 480 | 0.4% | Finance |
FREL Fidelity MSCI Real Estate Index ETF | $423,467 | $68,981 ▲ | 19.5% | 14,365 | 0.4% | ETF |
NVDA NVIDIA | $417,241 | $32,665 ▲ | 8.5% | 3,436 | 0.3% | Computer and Technology |
MDLZ Mondelez International | $391,277 | $8,988 ▼ | -2.2% | 5,311 | 0.3% | Consumer Staples |
SCHM Schwab U.S. Mid-Cap ETF | $371,971 | $665 ▲ | 0.2% | 4,477 | 0.3% | ETF |
XLI Industrial Select Sector SPDR Fund | $353,243 | $1,084 ▲ | 0.3% | 2,608 | 0.3% | ETF |
CHRW C.H. Robinson Worldwide | $347,971 | $883 ▼ | -0.3% | 3,153 | 0.3% | Transportation |
ESGD iShares ESG Aware MSCI EAFE ETF | $341,424 | $7,239 ▲ | 2.2% | 4,056 | 0.3% | Manufacturing |
NUMG Nuveen ESG Mid-Cap Growth ETF | $325,466 | $17,524 ▲ | 5.7% | 7,262 | 0.3% | ETF |
SPHB Invesco S&P 500 High Beta ETF | $310,932 | | 0.0% | 3,485 | 0.3% | ETF |
PG Procter & Gamble | $306,624 | $1,386 ▲ | 0.5% | 1,770 | 0.3% | Consumer Staples |
AIVL WisdomTree U.S. AI Enhanced Value Fund | $303,588 | $5,342 ▼ | -1.7% | 2,728 | 0.3% | Finance |
CSCO Cisco Systems | $292,411 | $2,395 ▲ | 0.8% | 5,494 | 0.2% | Computer and Technology |
ORCL Oracle | $290,818 | $852 ▲ | 0.3% | 1,707 | 0.2% | Computer and Technology |
IBM International Business Machines | $285,412 | $6,411 ▲ | 2.3% | 1,291 | 0.2% | Computer and Technology |
PEP PepsiCo | $256,971 | $2,041 ▲ | 0.8% | 1,511 | 0.2% | Consumer Staples |
VEA Vanguard FTSE Developed Markets ETF | $256,440 | $34,326 ▼ | -11.8% | 4,856 | 0.2% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $246,607 | $873 ▲ | 0.4% | 3,957 | 0.2% | ETF |
VSGX Vanguard ESG International Stock ETF | $238,843 | $43,734 ▼ | -15.5% | 3,883 | 0.2% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $235,668 | | 0.0% | 3,481 | 0.2% | ETF |
MDYG SPDR S&P 400 Mid CapGrowth ETF | $228,398 | $13,776 ▼ | -5.7% | 2,603 | 0.2% | ETF |
MRK Merck & Co., Inc. | $224,974 | $3,180 ▼ | -1.4% | 1,981 | 0.2% | Medical |
IUSV iShares Core S&P U.S. Value ETF | $217,244 | $217,244 ▲ | New Holding | 2,275 | 0.2% | Manufacturing |
SRE Sempra | $215,968 | $24,926 ▼ | -10.3% | 2,582 | 0.2% | Utilities |
TTEK Tetra Tech | $212,634 | $212,634 ▲ | New Holding | 4,509 | 0.2% | Industrial Products |
BTI British American Tobacco | $206,495 | $206,495 ▲ | New Holding | 5,645 | 0.2% | Consumer Staples |
PL Planet Labs PBC | $22,300 | | 0.0% | 10,000 | 0.0% | Computer and Technology |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $0 | $308,456 ▼ | -100.0% | 0 | 0.0% | ETF |
SUSC iShares ESG Aware USD Corporate Bond ETF | $0 | $307,929 ▼ | -100.0% | 0 | 0.0% | Manufacturing |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $0 | $299,906 ▼ | -100.0% | 0 | 0.0% | Manufacturing |
ELV Elevance Health | $0 | $203,059 ▼ | -100.0% | 0 | 0.0% | Medical |
