VOO Vanguard S&P 500 ETF | $112,830,901 | $6,865,227 ▲ | 6.5% | 198,635 | 27.1% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $43,858,874 | $2,202,252 ▲ | 5.3% | 746,153 | 10.5% | ETF |
VXF Vanguard Extended Market ETF | $32,014,972 | $2,333,915 ▲ | 7.9% | 166,130 | 7.7% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $30,555,955 | $482,362 ▲ | 1.6% | 535,975 | 7.3% | ETF |
VTI Vanguard Total Stock Market ETF | $26,029,051 | $2,855,713 ▲ | 12.3% | 85,642 | 6.2% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $14,097,356 | $810,247 ▲ | 6.1% | 235,702 | 3.4% | ETF |
SHV iShares Short Treasury Bond ETF | $12,093,024 | $806,400 ▼ | -6.3% | 109,518 | 2.9% | ETF |
VTV Vanguard Value ETF | $11,837,576 | $1,947,155 ▲ | 19.7% | 66,977 | 2.8% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $11,710,164 | $777,276 ▲ | 7.1% | 232,945 | 2.8% | Manufacturing |
FRDM Freedom 100 Emerging Markets ETF | $10,721,785 | $661,388 ▲ | 6.6% | 265,391 | 2.6% | ETF |
VV Vanguard Large-Cap ETF | $8,290,818 | $8,559 ▼ | -0.1% | 29,060 | 2.0% | ETF |
VBR Vanguard Small-Cap Value ETF | $8,014,325 | $814,752 ▲ | 11.3% | 41,097 | 1.9% | ETF |
META Meta Platforms | $7,048,760 | $23,619 ▲ | 0.3% | 9,550 | 1.7% | Computer and Technology |
AAPL Apple | $5,428,741 | $208,861 ▲ | 4.0% | 26,460 | 1.3% | Computer and Technology |
VXUS Vanguard Total International Stock ETF | $4,678,284 | $898,514 ▲ | 23.8% | 67,713 | 1.1% | ETF |
MSFT Microsoft | $4,556,794 | $141,265 ▼ | -3.0% | 9,161 | 1.1% | Computer and Technology |
IWF iShares Russell 1000 Growth ETF | $3,948,594 | | 0.0% | 9,300 | 0.9% | ETF |
VB Vanguard Small-Cap ETF | $3,867,105 | $131,289 ▼ | -3.3% | 16,318 | 0.9% | ETF |
SPY SPDR S&P 500 ETF Trust | $3,795,419 | $103,180 ▲ | 2.8% | 6,143 | 0.9% | Finance |
NVDA NVIDIA | $3,059,293 | $156,567 ▼ | -4.9% | 19,364 | 0.7% | Computer and Technology |
ESGV Vanguard ESG U.S. Stock ETF | $2,500,011 | $10,087 ▲ | 0.4% | 22,802 | 0.6% | ETF |
VSGX Vanguard ESG International Stock ETF | $2,431,622 | $155,301 ▼ | -6.0% | 37,124 | 0.6% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $2,254,514 | | 0.0% | 21,201 | 0.5% | ETF |
VUG Vanguard Growth ETF | $2,248,143 | $2,248,143 ▲ | New Holding | 5,128 | 0.5% | ETF |
AMZN Amazon.com | $2,212,548 | $1,755 ▼ | -0.1% | 10,085 | 0.5% | Retail/Wholesale |
NUBD Nuveen ESG U.S. Aggregate Bond ETF | $2,094,755 | | 0.0% | 94,104 | 0.5% | ETF |
VTES Vanguard Short-Term Tax-Exempt Bond ETF | $2,084,104 | $839,637 ▼ | -28.7% | 20,649 | 0.5% | ETF |
IEFA iShares Core MSCI EAFE ETF | $1,988,304 | $8,348 ▼ | -0.4% | 23,818 | 0.5% | ETF |
BND Vanguard Total Bond Market ETF | $1,709,762 | $501,567 ▲ | 41.5% | 23,221 | 0.4% | ETF |
IVV iShares Core S&P 500 ETF | $1,565,607 | $621 ▲ | 0.0% | 2,522 | 0.4% | ETF |
VO Vanguard Mid-Cap ETF | $1,546,727 | $15,951 ▲ | 1.0% | 5,527 | 0.4% | ETF |
IWD iShares Russell 1000 Value ETF | $1,456,725 | | 0.0% | 7,500 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $1,448,566 | $354,612 ▲ | 32.4% | 2,982 | 0.3% | Finance |
ABBV AbbVie | $1,321,731 | $2,413 ▼ | -0.2% | 7,121 | 0.3% | Medical |
AIZ Assurant | $1,249,322 | | 0.0% | 6,326 | 0.3% | Finance |
VYM Vanguard High Dividend Yield ETF | $1,199,529 | $400 ▲ | 0.0% | 8,998 | 0.3% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $1,191,684 | $15,529 ▲ | 1.3% | 8,825 | 0.3% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $1,121,962 | $185,230 ▼ | -14.2% | 22,684 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $1,116,694 | $10,436 ▲ | 0.9% | 3,852 | 0.3% | Finance |
BNDX Vanguard Total International Bond ETF | $994,210 | $994,210 ▲ | New Holding | 20,081 | 0.2% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $949,483 | $460,121 ▲ | 94.0% | 14,125 | 0.2% | ETF |
NFLX Netflix | $911,948 | $10,713 ▲ | 1.2% | 681 | 0.2% | Consumer Discretionary |
GOOGL Alphabet | $872,064 | $23,264 ▲ | 2.7% | 4,948 | 0.2% | Computer and Technology |
FCNCA First Citizens BancShares | $870,629 | $105,649 ▼ | -10.8% | 445 | 0.2% | Finance |
IXUS iShares Core MSCI Total International Stock ETF | $794,438 | $20,178 ▲ | 2.6% | 10,276 | 0.2% | Manufacturing |
V Visa | $703,222 | $8,165 ▲ | 1.2% | 1,981 | 0.2% | Business Services |
LLY Eli Lilly and Company | $700,454 | $5,454 ▲ | 0.8% | 899 | 0.2% | Medical |
GWRE Guidewire Software | $698,580 | $698,580 ▲ | New Holding | 2,967 | 0.2% | Computer and Technology |
IEMG iShares Core MSCI Emerging Markets ETF | $667,293 | $30,075 ▼ | -4.3% | 11,116 | 0.2% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $635,185 | $18,975 ▼ | -2.9% | 12,955 | 0.2% | ETF |
TSLA Tesla | $618,386 | $22,868 ▲ | 3.8% | 1,947 | 0.1% | Auto/Tires/Trucks |
VT Vanguard Total World Stock ETF | $584,123 | $900 ▲ | 0.2% | 4,545 | 0.1% | ETF |
CSCO Cisco Systems | $519,132 | $3,400 ▲ | 0.7% | 7,482 | 0.1% | Computer and Technology |
VGK Vanguard FTSE Europe ETF | $518,875 | $155 ▲ | 0.0% | 6,695 | 0.1% | ETF |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $518,278 | | 0.0% | 12,540 | 0.1% | ETF |
ABT Abbott Laboratories | $497,193 | $2,176 ▼ | -0.4% | 3,656 | 0.1% | Medical |
DVY iShares Select Dividend ETF | $494,400 | $531 ▲ | 0.1% | 3,723 | 0.1% | ETF |
HD Home Depot | $491,123 | $2,566 ▲ | 0.5% | 1,340 | 0.1% | Retail/Wholesale |
GOOG Alphabet | $479,840 | $4,435 ▲ | 0.9% | 2,705 | 0.1% | Computer and Technology |
MCD McDonald's | $466,163 | $11,683 ▼ | -2.4% | 1,596 | 0.1% | Retail/Wholesale |
VIG Vanguard Dividend Appreciation ETF | $436,561 | $186,864 ▼ | -30.0% | 2,133 | 0.1% | ETF |
ONEQ Fidelity NASDAQ Composite Index ETF | $435,164 | | 0.0% | 5,433 | 0.1% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $426,000 | | 0.0% | 10,000 | 0.1% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $410,551 | $8,542 ▲ | 2.1% | 2,259 | 0.1% | ETF |
FIS Fidelity National Information Services | $406,173 | $121,632 ▼ | -23.0% | 4,989 | 0.1% | Business Services |
ISHARES BITCOIN TRUST ETF
| $397,069 | $397,069 ▲ | New Holding | 6,487 | 0.1% | SHS BEN INT |
MMC Marsh & McLennan Companies | $387,594 | $1,093 ▲ | 0.3% | 1,773 | 0.1% | Finance |
SCHF Schwab International Equity ETF | $372,739 | $73,328 ▲ | 24.5% | 16,866 | 0.1% | ETF |
COF Capital One Financial | $366,160 | $366,160 ▲ | New Holding | 1,721 | 0.1% | Finance |
SCHX Schwab US Large-Cap ETF | $361,321 | $28,375 ▲ | 8.5% | 14,784 | 0.1% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $360,429 | | 0.0% | 13,026 | 0.1% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $355,729 | $199 ▲ | 0.1% | 3,576 | 0.1% | ETF |
XOM Exxon Mobil | $345,010 | $88,409 ▲ | 34.5% | 3,200 | 0.1% | Energy |
AVGO Broadcom | $342,193 | $105,608 ▼ | -23.6% | 1,241 | 0.1% | Computer and Technology |
SGOV iShares 0-3 Month Treasury Bond ETF | $334,794 | $20,138 ▲ | 6.4% | 3,325 | 0.1% | ETF |
COST Costco Wholesale | $322,295 | $7,909 ▲ | 2.5% | 326 | 0.1% | Retail/Wholesale |
LAM RESEARCH CORP
| $306,718 | $1,071 ▲ | 0.4% | 3,151 | 0.1% | COM NEW |
NEE NextEra Energy | $304,754 | $2,777 ▲ | 0.9% | 4,390 | 0.1% | Utilities |
IJR iShares Core S&P Small-Cap ETF | $301,859 | $31,913 ▼ | -9.6% | 2,762 | 0.1% | ETF |
SDY SPDR S&P Dividend ETF | $298,606 | | 0.0% | 2,200 | 0.1% | ETF |
EXP Eagle Materials | $277,497 | $25,668 ▼ | -8.5% | 1,373 | 0.1% | Construction |
TSM Taiwan Semiconductor Manufacturing | $276,318 | $8,607 ▼ | -3.0% | 1,220 | 0.1% | Computer and Technology |
ETN Eaton | $267,842 | $108,922 ▼ | -28.9% | 750 | 0.1% | Industrials |
CAT Caterpillar | $266,700 | $13,587 ▼ | -4.8% | 687 | 0.1% | Industrials |
PM Philip Morris International | $242,427 | $242,427 ▲ | New Holding | 1,331 | 0.1% | Consumer Staples |
IHDG WisdomTree International Hedged Quality Dividend Growth Fund | $241,513 | $41,266 ▼ | -14.6% | 5,361 | 0.1% | Finance |
SAP SAP | $240,847 | $15,813 ▼ | -6.2% | 792 | 0.1% | Computer and Technology |
ADP Automatic Data Processing | $239,504 | $1,849 ▲ | 0.8% | 777 | 0.1% | Computer and Technology |
UNH UnitedHealth Group | $234,212 | $28,068 ▼ | -10.7% | 751 | 0.1% | Medical |
XNTK SPDR NYSE Technology ETF | $227,789 | $227,789 ▲ | New Holding | 960 | 0.1% | ETF |
LINDE PLC
| $220,308 | $5,156 ▲ | 2.4% | 470 | 0.1% | SHS |
TJX TJX Companies | $220,178 | $1,235 ▲ | 0.6% | 1,783 | 0.1% | Retail/Wholesale |
IWO iShares Russell 2000 Growth ETF | $219,826 | $219,826 ▲ | New Holding | 769 | 0.1% | ETF |
PG Procter & Gamble | $216,103 | $6,853 ▲ | 3.3% | 1,356 | 0.1% | Consumer Staples |
PALANTIR TECHNOLOGIES INC
| $213,285 | $213,285 ▲ | New Holding | 1,565 | 0.1% | CL A |
HON Honeywell International | $212,290 | $212,290 ▲ | New Holding | 912 | 0.1% | Multi-Sector Conglomerates |
T AT&T | $210,924 | $4,573 ▼ | -2.1% | 7,288 | 0.1% | Computer and Technology |
BRKL Brookline Bancorp | $148,048 | | 0.0% | 14,033 | 0.0% | Finance |
VNQ Vanguard Real Estate ETF | $0 | $339,887 ▼ | -100.0% | 0 | 0.0% | ETF |
PFXF VanEck Preferred Securities ex Financials ETF | $0 | $294,104 ▼ | -100.0% | 0 | 0.0% | ETF |
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