SPY SPDR S&P 500 ETF Trust | $76,339,217 | $1,376,115 ▼ | -1.8% | 130,254 | 9.7% | Finance |
IJH iShares Core S&P Mid-Cap ETF | $42,605,771 | $483,899 ▲ | 1.1% | 683,771 | 5.4% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $39,906,924 | $909,616 ▼ | -2.2% | 70,064 | 5.1% | ETF |
IVV iShares Core S&P 500 ETF | $37,660,689 | $151,879 ▼ | -0.4% | 63,975 | 4.8% | ETF |
VGSH Vanguard Short-Term Treasury Index ETF | $35,442,500 | $4,584,293 ▲ | 14.9% | 609,187 | 4.5% | ETF |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $34,694,440 | $4,998,498 ▲ | 16.8% | 598,180 | 4.4% | ETF |
SPTS SPDR Portfolio Short Term Treasury ETF | $34,660,858 | $4,851,719 ▲ | 16.3% | 1,194,790 | 4.4% | ETF |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $34,009,195 | $5,050,629 ▲ | 17.4% | 1,219,842 | 4.3% | ETF |
IEFA iShares Core MSCI EAFE ETF | $19,977,055 | $733,162 ▲ | 3.8% | 284,249 | 2.5% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $19,898,773 | $1,845,452 ▼ | -8.5% | 451,834 | 2.5% | ETF |
EFA iShares MSCI EAFE ETF | $18,449,208 | $303,272 ▼ | -1.6% | 244,005 | 2.3% | Finance |
STIP iShares 0-5 Year TIPS Bond ETF | $18,070,023 | $1,427,920 ▲ | 8.6% | 179,622 | 2.3% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $17,642,965 | $1,414,689 ▲ | 8.7% | 364,373 | 2.2% | Manufacturing |
VTI Vanguard Total Stock Market ETF | $17,078,793 | $47,819 ▼ | -0.3% | 58,931 | 2.2% | ETF |
IEF iShares 7-10 Year Treasury Bond ETF | $16,996,794 | $856,459 ▲ | 5.3% | 183,848 | 2.2% | ETF |
IWM iShares Russell 2000 ETF | $16,640,618 | $81,313 ▲ | 0.5% | 75,311 | 2.1% | Finance |
GNMA iShares GNMA Bond ETF | $15,642,748 | $9,504,917 ▲ | 154.9% | 364,378 | 2.0% | ETF |
MSFT Microsoft | $15,456,377 | $60,696 ▲ | 0.4% | 36,670 | 2.0% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $14,326,824 | $23,767 ▼ | -0.2% | 299,599 | 1.8% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $12,683,247 | $676,719 ▲ | 5.6% | 242,881 | 1.6% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $12,446,237 | $544,008 ▲ | 4.6% | 108,720 | 1.6% | ETF |
HUBB Hubbell | $11,224,576 | $433,970 ▼ | -3.7% | 26,796 | 1.4% | Industrial Products |
AAPL Apple | $9,762,174 | $471,794 ▼ | -4.6% | 38,983 | 1.2% | Computer and Technology |
PANW Palo Alto Networks | $9,277,958 | $4,551,547 ▲ | 96.3% | 50,989 | 1.2% | Computer and Technology |
CRWD CrowdStrike | $9,221,554 | $32,505 ▼ | -0.4% | 26,951 | 1.2% | Computer and Technology |
ROK Rockwell Automation | $8,807,521 | $48,013 ▼ | -0.5% | 30,818 | 1.1% | Computer and Technology |
IBM International Business Machines | $8,520,739 | $82,655 ▼ | -1.0% | 38,761 | 1.1% | Computer and Technology |
FDX FedEx | $8,029,456 | $72,302 ▼ | -0.9% | 28,541 | 1.0% | Transportation |
EEM iShares MSCI Emerging Markets ETF | $7,712,528 | $813,734 ▼ | -9.5% | 184,422 | 1.0% | Finance |
CHKP Check Point Software Technologies | $7,581,140 | $17,550 ▲ | 0.2% | 40,606 | 1.0% | Computer and Technology |
TXN Texas Instruments | $7,193,071 | $50,815 ▼ | -0.7% | 38,361 | 0.9% | Computer and Technology |
CHD Church & Dwight | $7,049,496 | $11,099 ▼ | -0.2% | 67,324 | 0.9% | Consumer Staples |
BK Bank of New York Mellon | $6,887,195 | $118,165 ▼ | -1.7% | 89,642 | 0.9% | Finance |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | $6,331,569 | $157,865 ▲ | 2.6% | 129,427 | 0.8% | Finance |
BILS SPDR Bloomberg 3-12 Month T-Bill ETF | $6,294,736 | $4,759,299 ▼ | -43.1% | 63,487 | 0.8% | ETF |
AMGN Amgen | $6,191,550 | $53,432 ▲ | 0.9% | 23,755 | 0.8% | Medical |
UL Unilever | $6,070,642 | $66,112 ▲ | 1.1% | 107,066 | 0.8% | Consumer Staples |
NSC Norfolk Southern | $5,789,345 | $38,491 ▼ | -0.7% | 24,667 | 0.7% | Transportation |
XYL Xylem | $5,218,464 | $48,844 ▲ | 0.9% | 44,979 | 0.7% | Business Services |
MELI MercadoLibre | $5,169,338 | $119,031 ▲ | 2.4% | 3,040 | 0.7% | Retail/Wholesale |
HSY Hershey | $4,957,782 | $42,507 ▲ | 0.9% | 29,275 | 0.6% | Consumer Staples |
ETN Eaton | $4,257,892 | $996 ▲ | 0.0% | 12,830 | 0.5% | Industrial Products |
VEU Vanguard FTSE All-World ex-US ETF | $4,091,783 | | 0.0% | 71,273 | 0.5% | ETF |
MKC McCormick & Company, Incorporated | $3,975,077 | $26,760 ▲ | 0.7% | 52,139 | 0.5% | Consumer Staples |
EWJ iShares MSCI Japan ETF | $3,867,174 | $69,717 ▲ | 1.8% | 57,633 | 0.5% | ETF |
FMX Fomento Económico Mexicano | $3,399,253 | $491,567 ▼ | -12.6% | 39,762 | 0.4% | Consumer Staples |
AMZN Amazon.com | $3,353,376 | $11,189 ▼ | -0.3% | 15,285 | 0.4% | Retail/Wholesale |
SGOV iShares 0-3 Month Treasury Bond ETF | $3,287,587 | $2,619,556 ▼ | -44.3% | 32,771 | 0.4% | ETF |
CB Chubb | $2,800,853 | $20,446 ▼ | -0.7% | 10,137 | 0.4% | Finance |
GNOM Global X Genomics & Biotechnology ETF | $2,611,873 | $91,012 ▲ | 3.6% | 268,988 | 0.3% | ETF |
BDX Becton, Dickinson and Company | $2,409,586 | $635,236 ▼ | -20.9% | 10,621 | 0.3% | Medical |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $2,140,317 | $2,140,317 ▲ | New Holding | 96,425 | 0.3% | Manufacturing |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $2,096,992 | $285,855 ▲ | 15.8% | 91,933 | 0.3% | Manufacturing |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $2,093,693 | $289,425 ▲ | 16.0% | 89,781 | 0.3% | Manufacturing |
VOO Vanguard S&P 500 ETF | $2,090,852 | $30,177 ▲ | 1.5% | 3,880 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $2,010,297 | $2,266 ▲ | 0.1% | 4,435 | 0.3% | Finance |
IJR iShares Core S&P Small-Cap ETF | $1,845,940 | $59,799 ▼ | -3.1% | 16,021 | 0.2% | ETF |
IWV iShares Russell 3000 ETF | $1,763,169 | $6,685 ▼ | -0.4% | 5,275 | 0.2% | ETF |
MCD McDonald's | $1,495,253 | $220,027 ▼ | -12.8% | 5,158 | 0.2% | Retail/Wholesale |
NFLX Netflix | $1,449,286 | $3,565 ▲ | 0.2% | 1,626 | 0.2% | Consumer Discretionary |
ESGD iShares ESG Aware MSCI EAFE ETF | $1,431,432 | $3,046 ▼ | -0.2% | 18,800 | 0.2% | Manufacturing |
SUSA iShares MSCI USA ESG Select ETF | $1,422,603 | $2,432 ▼ | -0.2% | 11,700 | 0.2% | ETF |
BRK.A Berkshire Hathaway | $1,361,840 | | 0.0% | 2 | 0.2% | Finance |
VO Vanguard Mid-Cap ETF | $1,328,310 | $24,300 ▼ | -1.8% | 5,029 | 0.2% | ETF |
MRK Merck & Co., Inc. | $1,291,449 | $139,968 ▼ | -9.8% | 12,982 | 0.2% | Medical |
XOM Exxon Mobil | $1,272,768 | $1,721 ▲ | 0.1% | 11,832 | 0.2% | Oils/Energy |
PG Procter & Gamble | $1,224,348 | $121,379 ▼ | -9.0% | 7,303 | 0.2% | Consumer Staples |
SHEL Shell | $1,223,868 | $171,035 ▼ | -12.3% | 19,535 | 0.2% | Oils/Energy |
JNJ Johnson & Johnson | $1,104,174 | $19,379 ▼ | -1.7% | 7,635 | 0.1% | Medical |
EPI WisdomTree India Earnings Fund | $1,085,575 | $44,138 ▼ | -3.9% | 23,980 | 0.1% | Finance |
USB U.S. Bancorp | $1,050,442 | | 0.0% | 21,962 | 0.1% | Finance |
SHW Sherwin-Williams | $1,009,252 | | 0.0% | 2,969 | 0.1% | Basic Materials |
GOOGL Alphabet | $959,940 | $14,387 ▲ | 1.5% | 5,071 | 0.1% | Computer and Technology |
JPM JPMorgan Chase & Co. | $896,036 | $3,116 ▲ | 0.3% | 3,738 | 0.1% | Finance |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $870,014 | | 0.0% | 20,690 | 0.1% | ETF |
ADI Analog Devices | $852,814 | $11,260 ▲ | 1.3% | 4,014 | 0.1% | Computer and Technology |
GOOG Alphabet | $797,690 | $16,377 ▲ | 2.1% | 4,189 | 0.1% | Computer and Technology |
HON Honeywell International | $779,998 | $3,840 ▼ | -0.5% | 3,453 | 0.1% | Multi-Sector Conglomerates |
IDXX IDEXX Laboratories | $767,345 | $413 ▼ | -0.1% | 1,856 | 0.1% | Medical |
FITB Fifth Third Bancorp | $688,065 | $28,962 ▼ | -4.0% | 16,274 | 0.1% | Finance |
XJH iShares ESG Screened S&P Mid-Cap ETF | $626,703 | $2,510 ▼ | -0.4% | 14,980 | 0.1% | ETF |
OEF iShares S&P 100 ETF | $625,649 | $7,221 ▼ | -1.1% | 2,166 | 0.1% | ETF |
DVY iShares Select Dividend ETF | $623,627 | $7,221 ▼ | -1.1% | 4,750 | 0.1% | ETF |
TSM Taiwan Semiconductor Manufacturing | $607,874 | $14,812 ▼ | -2.4% | 3,078 | 0.1% | Computer and Technology |
EMR Emerson Electric | $606,637 | | 0.0% | 4,895 | 0.1% | Industrial Products |
MMM 3M | $604,861 | $30,979 ▼ | -4.9% | 4,686 | 0.1% | Multi-Sector Conglomerates |
LLY Eli Lilly and Company | $565,104 | $3,088 ▲ | 0.5% | 732 | 0.1% | Medical |
VYM Vanguard High Dividend Yield ETF | $522,991 | | 0.0% | 4,099 | 0.1% | ETF |
CTAS Cintas | $522,522 | | 0.0% | 2,860 | 0.1% | Business Services |
IWC iShares Micro-Cap ETF | $504,179 | $12,386 ▼ | -2.4% | 3,867 | 0.1% | ETF |
IWF iShares Russell 1000 Growth ETF | $501,573 | $3,213 ▼ | -0.6% | 1,249 | 0.1% | ETF |
VOTE TCW Transform 500 ETF | $500,067 | | 0.0% | 7,270 | 0.1% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $484,910 | $55 ▼ | 0.0% | 8,745 | 0.1% | Manufacturing |
ORCL Oracle | $479,090 | $16,664 ▼ | -3.4% | 2,875 | 0.1% | Computer and Technology |
GIS General Mills | $459,399 | $1,913 ▼ | -0.4% | 7,204 | 0.1% | Consumer Staples |
CSL Carlisle Companies | $442,608 | | 0.0% | 1,200 | 0.1% | Multi-Sector Conglomerates |
K Kellanova | $439,667 | | 0.0% | 5,430 | 0.1% | Consumer Discretionary |
ESGE iShares ESG Aware MSCI EM ETF | $431,065 | $3,339 ▼ | -0.8% | 12,910 | 0.1% | Manufacturing |
HD Home Depot | $410,384 | $5,835 ▲ | 1.4% | 1,055 | 0.1% | Retail/Wholesale |
GE General Electric | $404,633 | $67,050 ▼ | -14.2% | 2,426 | 0.1% | Transportation |
