IVV iShares Core S&P 500 ETF | $157,869,348 | $11,268,519 ▲ | 7.7% | 268,175 | 16.1% | ETF |
MOAT VanEck Morningstar Wide Moat ETF | $76,074,535 | $435,158 ▲ | 0.6% | 820,432 | 7.8% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $74,292,772 | $3,055,351 ▼ | -4.0% | 2,176,759 | 7.6% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $48,071,312 | $1,003,129 ▲ | 2.1% | 771,486 | 4.9% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $41,721,143 | $2,931,931 ▲ | 7.6% | 762,866 | 4.3% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $39,954,307 | $2,162,917 ▼ | -5.1% | 1,041,290 | 4.1% | ETF |
VUG Vanguard Growth ETF | $34,437,595 | $4,207,015 ▲ | 13.9% | 83,904 | 3.5% | ETF |
VIG Vanguard Dividend Appreciation ETF | $23,715,702 | $1,119,556 ▼ | -4.5% | 121,104 | 2.4% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $23,711,743 | $1,006,612 ▲ | 4.4% | 527,866 | 2.4% | ETF |
SCHD Schwab US Dividend Equity ETF | $23,088,928 | $15,338,024 ▲ | 197.9% | 845,129 | 2.4% | ETF |
AFL Aflac | $22,472,134 | $66,615 ▼ | -0.3% | 217,248 | 2.3% | Finance |
SPYG SPDR Portfolio S&P 500 Growth ETF | $22,144,051 | $273,985 ▼ | -1.2% | 251,923 | 2.3% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $20,016,046 | $1,987,349 ▲ | 11.0% | 418,571 | 2.0% | ETF |
FNDF Schwab Fundamental International Large Company Index ETF | $18,395,404 | $1,542,836 ▼ | -7.7% | 553,912 | 1.9% | ETF |
IJR iShares Core S&P Small-Cap ETF | $13,440,108 | $144,602 ▲ | 1.1% | 116,647 | 1.4% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $12,903,733 | $206,372 ▼ | -1.6% | 293,000 | 1.3% | ETF |
APG APi Group | $11,612,915 | $359,700 ▼ | -3.0% | 322,850 | 1.2% | Business Services |
PRF Invesco FTSE RAFI US 1000 ETF | $11,369,764 | $172,333 ▼ | -1.5% | 281,848 | 1.2% | ETF |
MSFT Microsoft | $10,947,799 | $5,901 ▲ | 0.1% | 25,973 | 1.1% | Computer and Technology |
MDYG SPDR S&P 400 Mid CapGrowth ETF | $10,168,328 | $168,393 ▼ | -1.6% | 117,025 | 1.0% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $10,163,236 | $616,496 ▼ | -5.7% | 126,724 | 1.0% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $9,883,165 | $227,972 ▼ | -2.3% | 123,555 | 1.0% | ETF |
IVLU iShares MSCI Intl Value Factor ETF | $9,111,713 | $987,020 ▼ | -9.8% | 336,102 | 0.9% | ETF |
VV Vanguard Large-Cap ETF | $8,298,005 | $270 ▲ | 0.0% | 30,768 | 0.8% | ETF |
IAU iShares Gold Trust | $8,218,597 | $191,108 ▼ | -2.3% | 165,999 | 0.8% | Finance |
SPYV SPDR Portfolio S&P 500 Value ETF | $7,690,794 | $227,675 ▼ | -2.9% | 150,387 | 0.8% | ETF |
AAPL Apple | $7,686,703 | $381,894 ▼ | -4.7% | 30,695 | 0.8% | Computer and Technology |
VO Vanguard Mid-Cap ETF | $7,175,879 | $63,919 ▼ | -0.9% | 27,168 | 0.7% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $6,813,376 | $20,914 ▼ | -0.3% | 74,930 | 0.7% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $6,175,816 | $580,806 ▼ | -8.6% | 123,196 | 0.6% | ETF |
GLDM SPDR Gold MiniShares Trust | $6,085,118 | $453,613 ▼ | -6.9% | 117,044 | 0.6% | Finance |
CF CF Industries | $5,618,578 | $85,320 ▼ | -1.5% | 65,853 | 0.6% | Basic Materials |
ESGD iShares ESG Aware MSCI EAFE ETF | $5,211,631 | $155,554 ▲ | 3.1% | 68,448 | 0.5% | Manufacturing |
AVEM Avantis Emerging Markets Equity ETF | $5,171,695 | $662,328 ▼ | -11.4% | 87,969 | 0.5% | ETF |
BNDX Vanguard Total International Bond ETF | $4,691,444 | $682,826 ▲ | 17.0% | 95,646 | 0.5% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $4,664,417 | $25,742 ▼ | -0.5% | 37,327 | 0.5% | ETF |
GGG Graco | $4,588,832 | | 0.0% | 54,441 | 0.5% | Industrial Products |
XVV iShares ESG Screened S&P 500 ETF | $4,286,130 | $600,941 ▲ | 16.3% | 94,618 | 0.4% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $4,261,802 | $109,449 ▲ | 2.6% | 54,631 | 0.4% | ETF |
VOE Vanguard Mid-Cap Value ETF | $4,237,970 | $90,104 ▼ | -2.1% | 26,198 | 0.4% | ETF |
EFG iShares MSCI EAFE Growth ETF | $3,680,073 | $128,008 ▼ | -3.4% | 38,006 | 0.4% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $3,630,435 | $106,272 ▼ | -2.8% | 71,227 | 0.4% | Finance |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $3,517,553 | $651,686 ▼ | -15.6% | 134,309 | 0.4% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $3,291,700 | $19,175 ▼ | -0.6% | 57,337 | 0.3% | ETF |
XJH iShares ESG Screened S&P Mid-Cap ETF | $3,276,722 | $312,264 ▲ | 10.5% | 78,323 | 0.3% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $3,144,723 | $56,198 ▼ | -1.8% | 34,806 | 0.3% | ETF |
VTI Vanguard Total Stock Market ETF | $2,981,059 | $31,880 ▼ | -1.1% | 10,286 | 0.3% | ETF |
VGT Vanguard Information Technology ETF | $2,857,793 | $52,231 ▼ | -1.8% | 4,596 | 0.3% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $2,705,084 | $913,429 ▲ | 51.0% | 58,249 | 0.3% | ETF |
AMZN Amazon.com | $2,643,211 | $73,715 ▲ | 2.9% | 12,048 | 0.3% | Retail/Wholesale |
AMAT Applied Materials | $2,415,707 | $21,955 ▼ | -0.9% | 14,854 | 0.2% | Computer and Technology |
SPLG SPDR Portfolio S&P 500 ETF | $2,387,600 | $73,766 ▼ | -3.0% | 34,633 | 0.2% | ETF |
UNH UnitedHealth Group | $2,343,329 | $27,319 ▼ | -1.2% | 4,632 | 0.2% | Medical |
MDT Medtronic | $2,281,731 | $1,917 ▼ | -0.1% | 28,564 | 0.2% | Medical |
JPST JPMorgan Ultra-Short Income ETF | $2,163,285 | $38,986 ▲ | 1.8% | 42,948 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $2,068,458 | $20,615 ▲ | 1.0% | 8,629 | 0.2% | Finance |
AVUV Avantis U.S. Small Cap Value ETF | $1,995,452 | $103,865 ▼ | -4.9% | 20,672 | 0.2% | ETF |
JHMM John Hancock Multifactor Mid Cap ETF | $1,969,060 | $36,376 ▼ | -1.8% | 32,966 | 0.2% | ETF |
DES WisdomTree U.S. SmallCap Dividend Fund | $1,963,859 | $39,331 ▼ | -2.0% | 57,172 | 0.2% | Finance |
SPY SPDR S&P 500 ETF Trust | $1,963,555 | $463,633 ▲ | 30.9% | 3,350 | 0.2% | Finance |
GOOG Alphabet | $1,960,771 | $1,904 ▼ | -0.1% | 10,296 | 0.2% | Computer and Technology |
GOOGL Alphabet | $1,896,786 | | 0.0% | 10,020 | 0.2% | Computer and Technology |
VB Vanguard Small-Cap ETF | $1,887,473 | $24,510 ▼ | -1.3% | 7,855 | 0.2% | ETF |
NVDA NVIDIA | $1,677,584 | $80,576 ▲ | 5.0% | 12,492 | 0.2% | Computer and Technology |
IDV iShares International Select Dividend ETF | $1,675,902 | $32,555 ▼ | -1.9% | 61,209 | 0.2% | ETF |
DIS Walt Disney | $1,670,362 | $557 ▲ | 0.0% | 15,001 | 0.2% | Consumer Discretionary |
SLYV SPDR S&P 600 Small CapValue ETF | $1,618,226 | $80,270 ▼ | -4.7% | 18,547 | 0.2% | ETF |
ABBV AbbVie | $1,611,972 | $4,620 ▼ | -0.3% | 9,071 | 0.2% | Medical |
QCOM QUALCOMM | $1,553,867 | $461 ▲ | 0.0% | 10,115 | 0.2% | Computer and Technology |
ABT Abbott Laboratories | $1,492,121 | $32,123 ▼ | -2.1% | 13,192 | 0.2% | Medical |
MCD McDonald's | $1,479,055 | $59,139 ▼ | -3.8% | 5,102 | 0.2% | Retail/Wholesale |
ESGE iShares ESG Aware MSCI EM ETF | $1,474,536 | $26,946 ▲ | 1.9% | 44,161 | 0.2% | Manufacturing |
JNJ Johnson & Johnson | $1,473,261 | $14,751 ▼ | -1.0% | 10,187 | 0.2% | Medical |
PWV Invesco Large Cap Value ETF | $1,443,369 | $53,405 ▼ | -3.6% | 25,378 | 0.1% | ETF |
INTC Intel | $1,431,751 | $55,298 ▼ | -3.7% | 71,409 | 0.1% | Computer and Technology |
BBY Best Buy | $1,372,810 | | 0.0% | 16,000 | 0.1% | Retail/Wholesale |
SUSC iShares ESG Aware USD Corporate Bond ETF | $1,261,733 | $389,057 ▲ | 44.6% | 55,534 | 0.1% | Manufacturing |
MUB iShares National Muni Bond ETF | $1,225,080 | | 0.0% | 11,498 | 0.1% | ETF |
META Meta Platforms | $1,173,363 | $15,809 ▼ | -1.3% | 2,004 | 0.1% | Computer and Technology |
SCHW Charles Schwab | $1,129,985 | $7,919 ▼ | -0.7% | 15,268 | 0.1% | Finance |
VSGX Vanguard ESG International Stock ETF | $1,128,841 | $1,644 ▼ | -0.1% | 19,909 | 0.1% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $1,100,989 | $44,673 ▼ | -3.9% | 8,133 | 0.1% | ETF |
MOTI VanEck Morningstar International Moat ETF | $1,071,747 | $136,116 ▼ | -11.3% | 35,377 | 0.1% | ETF |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $1,053,332 | $32,357 ▼ | -3.0% | 42,645 | 0.1% | Manufacturing |
XJR iShares ESG Screened S&P Small-Cap ETF | $1,036,195 | $96,989 ▲ | 10.3% | 25,192 | 0.1% | ETF |
ORCL Oracle | $1,027,669 | | 0.0% | 6,167 | 0.1% | Computer and Technology |
XOM Exxon Mobil | $1,026,092 | $16,996 ▼ | -1.6% | 9,539 | 0.1% | Oils/Energy |
CSCO Cisco Systems | $993,495 | $9,176 ▼ | -0.9% | 16,782 | 0.1% | Computer and Technology |
VOT Vanguard Mid-Cap Growth ETF | $975,400 | $128,396 ▼ | -11.6% | 3,844 | 0.1% | ETF |
IEFA iShares Core MSCI EAFE ETF | $962,134 | $83,071 ▲ | 9.4% | 13,690 | 0.1% | ETF |
IVW iShares S&P 500 Growth ETF | $927,595 | | 0.0% | 9,136 | 0.1% | ETF |
SUSA iShares MSCI USA ESG Select ETF | $885,784 | $47,907 ▲ | 5.7% | 7,285 | 0.1% | ETF |
JHSC John Hancock Multifactor Small Cap ETF | $876,506 | $48,880 ▼ | -5.3% | 22,056 | 0.1% | ETF |
DEM WisdomTree Emerging Markets High Dividend Fund | $869,037 | $77,741 ▼ | -8.2% | 21,463 | 0.1% | Finance |
JMST JPMorgan Ultra-Short Municipal ETF | $858,774 | $6,897 ▼ | -0.8% | 16,935 | 0.1% | ETF |
INFL Horizon Kinetics Inflation Beneficiaries ETF | $850,111 | $34,920 ▼ | -3.9% | 22,324 | 0.1% | ETF |
BAC Bank of America | $835,465 | $8,263 ▼ | -1.0% | 19,009 | 0.1% | Finance |
KO Coca-Cola | $832,239 | $7,409 ▼ | -0.9% | 13,367 | 0.1% | Consumer Staples |
GIS General Mills | $800,702 | $8,099 ▼ | -1.0% | 12,556 | 0.1% | Consumer Staples |
JHEM John Hancock Multifactor Emerging Markets ETF | $779,729 | $19,051 ▼ | -2.4% | 30,164 | 0.1% | ETF |
