IVV iShares Core S&P 500 ETF | $124,273,473 | $26,413,739 ▼ | -17.5% | 221,167 | 12.9% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $74,751,828 | $4,503,953 ▼ | -5.7% | 2,053,058 | 7.7% | ETF |
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $69,567,013 | $69,140,010 ▲ | 16,191.9% | 758,389 | 7.2% | ETF |
MOAT VanEck Morningstar Wide Moat ETF | $57,156,374 | $15,041,670 ▼ | -20.8% | 649,504 | 5.9% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $46,371,650 | $1,355,413 ▲ | 3.0% | 794,715 | 4.8% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $42,645,389 | $3,601,896 ▲ | 9.2% | 833,243 | 4.4% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $39,780,994 | $1,214,604 ▼ | -3.0% | 1,010,439 | 4.1% | ETF |
VUG Vanguard Growth ETF | $33,715,851 | $2,602,427 ▲ | 8.4% | 90,922 | 3.5% | ETF |
AFL Aflac | $24,085,089 | $70,717 ▼ | -0.3% | 216,612 | 2.5% | Finance |
VEA Vanguard FTSE Developed Markets ETF | $23,157,111 | $1,881,166 ▲ | 8.8% | 455,580 | 2.4% | ETF |
SCHD Schwab US Dividend Equity ETF | $22,504,932 | $1,124,887 ▼ | -4.8% | 804,897 | 2.3% | ETF |
VIG Vanguard Dividend Appreciation ETF | $19,810,050 | $3,682,897 ▼ | -15.7% | 102,119 | 2.1% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $19,188,446 | $1,058,635 ▼ | -5.2% | 238,751 | 2.0% | ETF |
FNDF Schwab Fundamental International Large Company Index ETF | $16,218,344 | $3,800,052 ▼ | -19.0% | 448,764 | 1.7% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $15,655,660 | $5,860,142 ▼ | -27.2% | 384,094 | 1.6% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $13,779,692 | $518,499 ▲ | 3.9% | 304,456 | 1.4% | ETF |
IJR iShares Core S&P Small-Cap ETF | $12,010,920 | $186,867 ▼ | -1.5% | 114,860 | 1.2% | ETF |
APG APi Group | $11,359,164 | $185,952 ▼ | -1.6% | 317,650 | 1.2% | Business Services |
PRF Invesco FTSE RAFI US 1000 ETF | $10,012,295 | $1,377,171 ▼ | -12.1% | 247,768 | 1.0% | ETF |
MSFT Microsoft | $9,820,738 | $70,574 ▲ | 0.7% | 26,161 | 1.0% | Computer and Technology |
IAU iShares Gold Trust | $9,436,649 | $350,634 ▼ | -3.6% | 160,052 | 1.0% | Finance |
VIGI Vanguard International Dividend Appreciation ETF | $9,425,168 | $822,519 ▼ | -8.0% | 113,638 | 1.0% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $9,077,642 | $686,438 ▼ | -7.0% | 117,815 | 0.9% | ETF |
MDYG SPDR S&P 400 Mid Cap Growth ETF | $8,873,719 | $425,112 ▼ | -4.6% | 111,675 | 0.9% | ETF |
VV Vanguard Large-Cap ETF | $8,339,613 | $431,297 ▲ | 5.5% | 32,446 | 0.9% | ETF |
IVLU iShares MSCI Intl Value Factor ETF | $8,243,731 | $1,943,504 ▼ | -19.1% | 271,981 | 0.9% | ETF |
VO Vanguard Mid-Cap ETF | $7,930,060 | $903,876 ▲ | 12.9% | 30,663 | 0.8% | ETF |
AAPL Apple | $6,752,581 | $65,751 ▼ | -1.0% | 30,399 | 0.7% | Computer and Technology |
GLDM SPDR Gold MiniShares Trust | $6,206,453 | $1,037,400 ▼ | -14.3% | 100,282 | 0.6% | Finance |
IJK iShares S&P Mid-Cap 400 Growth ETF | $6,089,231 | $150,902 ▼ | -2.4% | 73,118 | 0.6% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $5,925,720 | $187,266 ▼ | -3.1% | 119,422 | 0.6% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $5,528,967 | $2,151,263 ▼ | -28.0% | 108,263 | 0.6% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $5,262,225 | $329,292 ▼ | -5.9% | 64,417 | 0.5% | Manufacturing |
CF CF Industries | $5,146,412 | | 0.0% | 65,853 | 0.5% | Basic Materials |
GGG Graco | $4,546,368 | | 0.0% | 54,441 | 0.5% | Industrials |
AVEM Avantis Emerging Markets Equity ETF | $4,416,355 | $876,737 ▼ | -16.6% | 73,398 | 0.5% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $4,360,601 | $108,596 ▼ | -2.4% | 36,420 | 0.5% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $4,295,129 | $17,446 ▼ | -0.4% | 54,410 | 0.4% | ETF |
VOE Vanguard Mid-Cap Value ETF | $4,072,338 | $133,406 ▼ | -3.2% | 25,367 | 0.4% | ETF |
BNDX Vanguard Total International Bond ETF | $3,979,905 | $689,534 ▼ | -14.8% | 81,522 | 0.4% | ETF |
XVV iShares ESG Select Screened S&P 500 ETF | $3,747,294 | $300,720 ▼ | -7.4% | 87,589 | 0.4% | ETF |
XJH iShares ESG Select Screened S&P Mid-Cap ETF | $3,375,180 | $315,100 ▲ | 10.3% | 86,388 | 0.3% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $3,374,922 | $103,121 ▼ | -3.0% | 55,637 | 0.3% | ETF |
EFG iShares MSCI EAFE Growth ETF | $3,147,551 | $652,990 ▼ | -17.2% | 31,476 | 0.3% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $3,117,780 | $409,382 ▼ | -11.6% | 62,960 | 0.3% | Finance |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $3,095,424 | $458,393 ▼ | -12.9% | 116,985 | 0.3% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $3,080,313 | $314,650 ▲ | 11.4% | 64,876 | 0.3% | ETF |
VTI Vanguard Total Stock Market ETF | $2,843,014 | $15,941 ▲ | 0.6% | 10,344 | 0.3% | ETF |
MDT Medtronic | $2,566,446 | $359 ▼ | 0.0% | 28,560 | 0.3% | Medical |
VGT Vanguard Information Technology ETF | $2,481,389 | $11,390 ▼ | -0.5% | 4,575 | 0.3% | ETF |
UNH UnitedHealth Group | $2,419,393 | $6,809 ▼ | -0.3% | 4,619 | 0.3% | Medical |
BRK.A Berkshire Hathaway | $2,395,325 | $2,395,325 ▲ | New Holding | 3 | 0.2% | Finance |
SPLG SPDR Portfolio S&P 500 ETF | $2,191,124 | $86,343 ▼ | -3.8% | 33,320 | 0.2% | ETF |
AMZN Amazon.com | $2,128,820 | $163,433 ▼ | -7.1% | 11,189 | 0.2% | Retail/Wholesale |
AMAT Applied Materials | $2,117,156 | $38,457 ▼ | -1.8% | 14,589 | 0.2% | Computer and Technology |
JPM JPMorgan Chase & Co. | $2,115,958 | $736 ▼ | 0.0% | 8,626 | 0.2% | Finance |
SPY SPDR S&P 500 ETF Trust | $2,033,562 | $159,440 ▲ | 8.5% | 3,635 | 0.2% | Finance |
VB Vanguard Small-Cap ETF | $1,969,208 | $227,302 ▲ | 13.0% | 8,880 | 0.2% | ETF |
ABBV AbbVie | $1,947,763 | $47,144 ▲ | 2.5% | 9,296 | 0.2% | Medical |
JPST JPMorgan Ultra-Short Income ETF | $1,929,584 | $244,900 ▼ | -11.3% | 38,111 | 0.2% | ETF |
JHMM John Hancock Multifactor Mid Cap ETF | $1,880,644 | $8,309 ▼ | -0.4% | 32,821 | 0.2% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $1,855,050 | $1,033,848 ▼ | -35.8% | 22,350 | 0.2% | ETF |
DES WisdomTree U.S. SmallCap Dividend Fund | $1,739,072 | $88,146 ▼ | -4.8% | 54,414 | 0.2% | Finance |
JNJ Johnson & Johnson | $1,706,016 | $16,584 ▲ | 1.0% | 10,287 | 0.2% | Medical |
ABT Abbott Laboratories | $1,705,635 | $44,306 ▼ | -2.5% | 12,858 | 0.2% | Medical |
INTC Intel | $1,621,957 | $250 ▲ | 0.0% | 71,420 | 0.2% | Computer and Technology |
GOOG Alphabet | $1,610,107 | $1,562 ▲ | 0.1% | 10,306 | 0.2% | Computer and Technology |
IDV iShares International Select Dividend ETF | $1,606,122 | $292,581 ▼ | -15.4% | 51,777 | 0.2% | ETF |
MCD McDonald's | $1,557,827 | $35,923 ▼ | -2.3% | 4,987 | 0.2% | Retail/Wholesale |
QCOM QUALCOMM | $1,553,766 | | 0.0% | 10,115 | 0.2% | Computer and Technology |
NVDA NVIDIA | $1,542,276 | $188,368 ▲ | 13.9% | 14,230 | 0.2% | Computer and Technology |
DIS Walt Disney | $1,525,014 | $44,415 ▲ | 3.0% | 15,451 | 0.2% | Consumer Discretionary |
GOOGL Alphabet | $1,508,978 | $40,516 ▼ | -2.6% | 9,758 | 0.2% | Computer and Technology |
AVUV Avantis U.S. Small Cap Value ETF | $1,462,262 | $339,698 ▼ | -18.9% | 16,775 | 0.2% | ETF |
ESGE iShares ESG Aware MSCI EM ETF | $1,444,659 | $98,769 ▼ | -6.4% | 41,335 | 0.1% | Manufacturing |
VSGX Vanguard ESG International Stock ETF | $1,289,185 | $114,952 ▲ | 9.8% | 21,858 | 0.1% | ETF |
PWV Invesco Large Cap Value ETF | $1,265,451 | $244,759 ▼ | -16.2% | 21,265 | 0.1% | ETF |
MUB iShares National Muni Bond ETF | $1,212,317 | | 0.0% | 11,498 | 0.1% | ETF |
SUSC iShares ESG Aware USD Corporate Bond ETF | $1,194,831 | $85,783 ▼ | -6.7% | 51,814 | 0.1% | Manufacturing |
BBY Best Buy | $1,177,769 | | 0.0% | 16,000 | 0.1% | Retail/Wholesale |
SCHW Charles Schwab | $1,168,173 | $27,007 ▼ | -2.3% | 14,923 | 0.1% | Finance |
CRM Salesforce | $1,161,194 | $688,075 ▲ | 145.4% | 4,327 | 0.1% | Computer and Technology |
XOM Exxon Mobil | $1,123,749 | $10,704 ▼ | -0.9% | 9,449 | 0.1% | Energy |
META Meta Platforms | $1,033,990 | $121,036 ▼ | -10.5% | 1,794 | 0.1% | Computer and Technology |
IEFA iShares Core MSCI EAFE ETF | $1,009,852 | $25,797 ▼ | -2.5% | 13,349 | 0.1% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $1,000,776 | $453,309 ▼ | -31.2% | 12,765 | 0.1% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $954,041 | $58,515 ▼ | -5.8% | 7,663 | 0.1% | ETF |
MOTI VanEck Morningstar International Moat ETF | $948,638 | $228,533 ▼ | -19.4% | 28,509 | 0.1% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $940,416 | | 0.0% | 3,844 | 0.1% | ETF |
CSCO Cisco Systems | $935,709 | $99,909 ▼ | -9.6% | 15,163 | 0.1% | Computer and Technology |
KO Coca-Cola | $906,847 | $50,492 ▼ | -5.3% | 12,662 | 0.1% | Consumer Staples |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $890,044 | $175,655 ▼ | -16.5% | 35,616 | 0.1% | Manufacturing |
ORCL Oracle | $876,190 | $13,981 ▲ | 1.6% | 6,267 | 0.1% | Computer and Technology |
JMST JPMorgan Ultra-Short Municipal ETF | $861,145 | | 0.0% | 16,935 | 0.1% | ETF |
IVW iShares S&P 500 Growth ETF | $843,655 | $4,456 ▼ | -0.5% | 9,088 | 0.1% | ETF |
XJR iShares ESG Select Screened S&P Small-Cap ETF | $820,801 | $127,018 ▼ | -13.4% | 21,816 | 0.1% | ETF |
DE Deere & Company | $808,221 | $35,201 ▼ | -4.2% | 1,722 | 0.1% | Industrials |
DEM WisdomTree Emerging Markets High Dividend Fund | $798,006 | $105,158 ▼ | -11.6% | 18,964 | 0.1% | Finance |
NVS Novartis | $788,556 | $70,005 ▼ | -8.2% | 7,074 | 0.1% | Medical |
BAC Bank of America | $788,548 | $4,716 ▼ | -0.6% | 18,896 | 0.1% | Finance |
