IVV iShares Core S&P 500 ETF | $143,647,054 | $17,790,839 ▲ | 14.1% | 249,033 | 14.5% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $85,121,479 | $8,557,257 ▲ | 11.2% | 2,266,280 | 8.6% | ETF |
MOAT VanEck Morningstar Wide Moat ETF | $79,085,893 | $167,917 ▲ | 0.2% | 815,739 | 8.0% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $47,075,744 | $339,831 ▼ | -0.7% | 755,387 | 4.7% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $45,311,421 | $5,518,106 ▲ | 13.9% | 1,097,660 | 4.6% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $38,782,113 | $9,153,048 ▼ | -19.1% | 709,256 | 3.9% | ETF |
VUG Vanguard Growth ETF | $28,277,898 | $600,465 ▲ | 2.2% | 73,654 | 2.8% | ETF |
VIG Vanguard Dividend Appreciation ETF | $25,118,072 | $2,184,792 ▼ | -8.0% | 126,821 | 2.5% | ETF |
AFL Aflac | $24,360,326 | $49,527 ▼ | -0.2% | 217,892 | 2.5% | Finance |
SCHD Schwab US Dividend Equity ETF | $23,981,878 | $8,661,297 ▼ | -26.5% | 283,708 | 2.4% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $23,003,341 | $148,181 ▼ | -0.6% | 505,457 | 2.3% | ETF |
FNDF Schwab Fundamental International Large Company Index ETF | $22,435,790 | $4,398,636 ▼ | -16.4% | 600,369 | 2.3% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $21,153,022 | $859,922 ▼ | -3.9% | 255,040 | 2.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $19,909,982 | $749,901 ▲ | 3.9% | 377,012 | 2.0% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $14,244,289 | $123,070 ▲ | 0.9% | 297,686 | 1.4% | ETF |
IJR iShares Core S&P Small-Cap ETF | $13,496,210 | $265,381 ▼ | -1.9% | 115,392 | 1.4% | ETF |
PRF Invesco FTSE RAFI US 1000 ETF | $11,625,070 | $48,350 ▲ | 0.4% | 286,120 | 1.2% | ETF |
MSFT Microsoft | $11,170,341 | $252,590 ▼ | -2.2% | 25,959 | 1.1% | Computer and Technology |
VIGI Vanguard International Dividend Appreciation ETF | $11,159,034 | $484,922 ▼ | -4.2% | 126,405 | 1.1% | ETF |
IVLU iShares MSCI Intl Value Factor ETF | $11,000,221 | $1,143,608 ▼ | -9.4% | 372,510 | 1.1% | ETF |
APG APi Group | $10,990,707 | | 0.0% | 332,850 | 1.1% | Business Services |
MDYV SPDR S&P 400 Mid Cap Value ETF | $10,680,261 | $3,853,876 ▼ | -26.5% | 134,411 | 1.1% | ETF |
MDYG SPDR S&P 400 Mid CapGrowth ETF | $10,437,839 | $739,475 ▼ | -6.6% | 118,963 | 1.1% | ETF |
IAU iShares Gold Trust | $8,441,978 | $868,456 ▼ | -9.3% | 169,859 | 0.9% | Finance |
SPYV SPDR Portfolio S&P 500 Value ETF | $8,184,799 | $540,706 ▼ | -6.2% | 154,839 | 0.8% | ETF |
VV Vanguard Large-Cap ETF | $8,100,522 | $24,222 ▼ | -0.3% | 30,767 | 0.8% | ETF |
AAPL Apple | $7,507,344 | $173,587 ▼ | -2.3% | 32,220 | 0.8% | Computer and Technology |
VO Vanguard Mid-Cap ETF | $7,231,575 | $701,260 ▼ | -8.8% | 27,410 | 0.7% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $6,909,490 | $95,975 ▼ | -1.4% | 75,160 | 0.7% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $6,890,056 | $815,108 ▼ | -10.6% | 134,782 | 0.7% | ETF |
GLDM SPDR Gold MiniShares Trust | $6,556,338 | $2,402,411 ▼ | -26.8% | 125,769 | 0.7% | Finance |
AVEM Avantis Emerging Markets Equity ETF | $6,410,604 | $3,139,442 ▼ | -32.9% | 99,235 | 0.6% | ETF |
CF CF Industries | $5,735,988 | $248,048 ▼ | -4.1% | 66,853 | 0.6% | Basic Materials |
ESGD iShares ESG Aware MSCI EAFE ETF | $5,589,309 | $1,209,270 ▲ | 27.6% | 66,405 | 0.6% | Manufacturing |
GGG Graco | $4,764,132 | $52,506 ▼ | -1.1% | 54,441 | 0.5% | Industrial Products |
IJJ iShares S&P Mid-Cap 400 Value ETF | $4,639,865 | $155,144 ▼ | -3.2% | 37,533 | 0.5% | ETF |
VOE Vanguard Mid-Cap Value ETF | $4,485,928 | $435,599 ▼ | -8.9% | 26,755 | 0.5% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $4,481,255 | $821,783 ▼ | -15.5% | 159,192 | 0.5% | ETF |
EFG iShares MSCI EAFE Growth ETF | $4,233,660 | $181,929 ▼ | -4.1% | 39,328 | 0.4% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $4,227,397 | $160,747 ▼ | -3.7% | 53,228 | 0.4% | ETF |
BNDX Vanguard Total International Bond ETF | $4,109,115 | $386,903 ▲ | 10.4% | 81,725 | 0.4% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $3,748,437 | $1,051,947 ▼ | -21.9% | 73,312 | 0.4% | Finance |
VEU Vanguard FTSE All-World ex-US ETF | $3,633,254 | $42,903 ▼ | -1.2% | 57,671 | 0.4% | ETF |
XVV iShares ESG Screened S&P 500 ETF | $3,597,736 | $1,005,395 ▲ | 38.8% | 81,352 | 0.4% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $3,298,702 | $1,278,308 ▼ | -27.9% | 35,428 | 0.3% | ETF |
AMAT Applied Materials | $3,028,528 | $110,117 ▼ | -3.5% | 14,989 | 0.3% | Computer and Technology |
XJH iShares ESG Screened S&P Mid-Cap ETF | $2,996,521 | $201,378 ▲ | 7.2% | 70,859 | 0.3% | ETF |
VTI Vanguard Total Stock Market ETF | $2,943,803 | $22,370 ▼ | -0.8% | 10,396 | 0.3% | ETF |
VGT Vanguard Information Technology ETF | $2,744,914 | $49,268 ▲ | 1.8% | 4,680 | 0.3% | ETF |
UNH UnitedHealth Group | $2,740,024 | $11,695 ▲ | 0.4% | 4,686 | 0.3% | Medical |
MDT Medtronic | $2,573,822 | $43,215 ▲ | 1.7% | 28,588 | 0.3% | Medical |
SPLG SPDR Portfolio S&P 500 ETF | $2,410,310 | $329,854 ▼ | -12.0% | 35,703 | 0.2% | ETF |
AMZN Amazon.com | $2,182,297 | $332,599 ▼ | -13.2% | 11,712 | 0.2% | Retail/Wholesale |
JPST JPMorgan Ultra-Short Income ETF | $2,139,920 | $204,737 ▼ | -8.7% | 42,174 | 0.2% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $2,086,759 | $937,929 ▼ | -31.0% | 21,748 | 0.2% | ETF |
JHMM John Hancock Multifactor Mid Cap ETF | $2,021,215 | $161,396 ▼ | -7.4% | 33,575 | 0.2% | ETF |
DES WisdomTree U.S. SmallCap Dividend Fund | $2,011,354 | $51,218 ▼ | -2.5% | 58,317 | 0.2% | Finance |
VB Vanguard Small-Cap ETF | $1,887,553 | $176,254 ▼ | -8.5% | 7,957 | 0.2% | ETF |
IDV iShares International Select Dividend ETF | $1,886,291 | $40,690 ▼ | -2.1% | 62,398 | 0.2% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $1,874,603 | $525,598 ▲ | 39.0% | 38,580 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $1,801,377 | $264,418 ▼ | -12.8% | 8,543 | 0.2% | Finance |
ABBV AbbVie | $1,796,537 | | 0.0% | 9,097 | 0.2% | Medical |
INTC Intel | $1,739,958 | $70,685 ▼ | -3.9% | 74,167 | 0.2% | Computer and Technology |
GOOG Alphabet | $1,723,061 | $221,527 ▼ | -11.4% | 10,306 | 0.2% | Computer and Technology |
QCOM QUALCOMM | $1,719,546 | | 0.0% | 10,112 | 0.2% | Computer and Technology |
SLYV SPDR S&P 600 Small CapValue ETF | $1,690,125 | $671,553 ▼ | -28.4% | 19,467 | 0.2% | ETF |
JNJ Johnson & Johnson | $1,667,455 | $161,090 ▼ | -8.8% | 10,289 | 0.2% | Medical |
GOOGL Alphabet | $1,661,817 | $293,555 ▼ | -15.0% | 10,020 | 0.2% | Computer and Technology |
BBY Best Buy | $1,652,812 | $103,301 ▼ | -5.9% | 16,000 | 0.2% | Retail/Wholesale |
MCD McDonald's | $1,615,767 | $8,831 ▼ | -0.5% | 5,306 | 0.2% | Retail/Wholesale |
ESGE iShares ESG Aware MSCI EM ETF | $1,578,520 | $1,005,900 ▼ | -38.9% | 43,354 | 0.2% | Manufacturing |
ABT Abbott Laboratories | $1,536,372 | $11,401 ▼ | -0.7% | 13,476 | 0.2% | Medical |
PWV Invesco Large Cap Value ETF | $1,534,808 | $7,698 ▼ | -0.5% | 26,317 | 0.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $1,468,435 | $34,430 ▲ | 2.4% | 2,559 | 0.1% | Finance |
NVDA NVIDIA | $1,444,192 | $51,613 ▼ | -3.5% | 11,892 | 0.1% | Computer and Technology |
DIS Walt Disney | $1,442,466 | $68,680 ▼ | -4.5% | 14,996 | 0.1% | Consumer Discretionary |
MOTI VanEck Morningstar International Moat ETF | $1,397,249 | $1,255,246 ▼ | -47.3% | 39,870 | 0.1% | ETF |
MUB iShares National Muni Bond ETF | $1,248,995 | | 0.0% | 11,498 | 0.1% | ETF |
VSGX Vanguard ESG International Stock ETF | $1,226,387 | $9,350 ▲ | 0.8% | 19,938 | 0.1% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $1,180,565 | $74,213 ▼ | -5.9% | 8,463 | 0.1% | ETF |
META Meta Platforms | $1,162,626 | $70,983 ▼ | -5.8% | 2,031 | 0.1% | Computer and Technology |
XOM Exxon Mobil | $1,136,727 | $3,400 ▲ | 0.3% | 9,697 | 0.1% | Oils/Energy |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $1,105,908 | $100,363 ▼ | -8.3% | 43,955 | 0.1% | Manufacturing |
VOT Vanguard Mid-Cap Growth ETF | $1,059,044 | $92,758 ▼ | -8.1% | 4,350 | 0.1% | ETF |
ORCL Oracle | $1,050,857 | $162,562 ▼ | -13.4% | 6,167 | 0.1% | Computer and Technology |
DEM WisdomTree Emerging Markets High Dividend Fund | $1,029,086 | $315,816 ▼ | -23.5% | 23,383 | 0.1% | Finance |
SCHW Charles Schwab | $996,454 | $6,935 ▼ | -0.7% | 15,375 | 0.1% | Finance |
IEFA iShares Core MSCI EAFE ETF | $976,250 | $52,137 ▼ | -5.1% | 12,508 | 0.1% | ETF |
KO Coca-Cola | $969,115 | $61,154 ▼ | -5.9% | 13,486 | 0.1% | Consumer Staples |
XJR iShares ESG Screened S&P Small-Cap ETF | $954,706 | $78,353 ▲ | 8.9% | 22,834 | 0.1% | ETF |
GIS General Mills | $936,630 | $30,426 ▼ | -3.1% | 12,683 | 0.1% | Consumer Staples |
JHSC John Hancock Multifactor Small Cap ETF | $934,701 | $143,541 ▼ | -13.3% | 23,286 | 0.1% | ETF |
SUSC iShares ESG Aware USD Corporate Bond ETF | $913,774 | $213,777 ▲ | 30.5% | 38,410 | 0.1% | Manufacturing |
CSCO Cisco Systems | $901,388 | $134,168 ▼ | -13.0% | 16,937 | 0.1% | Computer and Technology |
NVS Novartis | $888,704 | $83,844 ▼ | -8.6% | 7,727 | 0.1% | Medical |
JHEM John Hancock Multifactor Emerging Markets ETF | $883,758 | $94,179 ▼ | -9.6% | 30,901 | 0.1% | ETF |
NKE NIKE | $876,398 | $650,978 ▲ | 288.8% | 9,914 | 0.1% | Consumer Discretionary |
IVW iShares S&P 500 Growth ETF | $874,788 | $29,204 ▼ | -3.2% | 9,136 | 0.1% | ETF |
INFL Horizon Kinetics Inflation Beneficiaries ETF | $873,642 | $1,866,145 ▼ | -68.1% | 23,241 | 0.1% | ETF |
JMST JPMorgan Ultra-Short Municipal ETF | $869,591 | $51 ▲ | 0.0% | 17,071 | 0.1% | ETF |
