VTI Vanguard Total Stock Market ETF | $100,167,246 | $2,735,022 ▲ | 2.8% | 374,443 | 16.5% | ETF |
IEFA iShares Core MSCI EAFE ETF | $37,881,945 | $1,355,679 ▲ | 3.7% | 521,503 | 6.2% | ETF |
IVAL Alpha Architect International Quantitative Value ETF | $29,491,479 | $1,301,571 ▲ | 4.6% | 1,182,971 | 4.8% | ETF |
HYMB SPDR Nuveen Bloomberg High Yield Municipal Bond ETF | $25,082,771 | $1,481,320 ▲ | 6.3% | 985,958 | 4.1% | ETF |
TBIL US Treasury 3 Month Bill ETF | $24,948,524 | $2,583,683 ▲ | 11.6% | 498,771 | 4.1% | ETF |
QMOM Alpha Architect U.S. Quantitative Momentum ETF | $21,642,549 | $520,087 ▲ | 2.5% | 371,482 | 3.6% | ETF |
ITAN Sparkline Intangible Value ETF | $19,569,325 | $754,911 ▲ | 4.0% | 688,092 | 3.2% | ETF |
SYLD Cambria Shareholder Yield ETF | $19,335,036 | $902,524 ▲ | 4.9% | 283,173 | 3.2% | ETF |
TFI SPDR Nuveen Barclays Municipal Bond ETF | $16,975,491 | $870,348 ▲ | 5.4% | 371,049 | 2.8% | Finance |
SCHF Schwab International Equity ETF | $15,879,245 | $1,606,992 ▲ | 11.3% | 413,307 | 2.6% | ETF |
DLN WisdomTree U.S. LargeCap Dividend Fund | $15,835,372 | $45,978 ▼ | -0.3% | 217,668 | 2.6% | Finance |
SCHZ Schwab U.S. Aggregate Bond ETF | $14,288,420 | $1,456,327 ▲ | 11.3% | 313,480 | 2.3% | ETF |
IQDG WisdomTree International Quality Dividend Growth Fund | $12,924,421 | $1,103,057 ▲ | 9.3% | 348,461 | 2.1% | Finance |
AAPL Apple | $12,436,240 | $429,453 ▼ | -3.3% | 59,046 | 2.0% | Computer and Technology |
SCHG Schwab U.S. Large-Cap Growth ETF | $11,997,763 | $3,429 ▼ | 0.0% | 118,978 | 2.0% | ETF |
MUB iShares National Muni Bond ETF | $11,960,739 | $290,668 ▼ | -2.4% | 112,255 | 2.0% | ETF |
SCHX Schwab US Large-Cap ETF | $10,910,873 | $397,194 ▼ | -3.5% | 169,819 | 1.8% | ETF |
MSFT Microsoft | $10,520,885 | $21,901 ▼ | -0.2% | 23,539 | 1.7% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $10,122,653 | $161,433 ▼ | -1.6% | 18,498 | 1.7% | ETF |
NVDA NVIDIA | $9,538,815 | $8,581,376 ▲ | 896.3% | 77,212 | 1.6% | Computer and Technology |
AVUV Avantis U.S. Small Cap Value ETF | $9,233,727 | $582,912 ▲ | 6.7% | 102,917 | 1.5% | ETF |
HYD VanEck High Yield Muni ETF | $9,142,363 | $350,962 ▲ | 4.0% | 177,006 | 1.5% | ETF |
AMZN Amazon.com | $8,061,547 | $19,325 ▲ | 0.2% | 41,716 | 1.3% | Retail/Wholesale |
AMGN Amgen | $5,295,403 | $128,417 ▼ | -2.4% | 16,948 | 0.9% | Medical |
VUG Vanguard Growth ETF | $5,029,312 | $44,133 ▼ | -0.9% | 13,447 | 0.8% | ETF |
PHB Invesco Fundamental High Yield Corporate Bond ETF | $4,865,399 | $492,378 ▲ | 11.3% | 270,751 | 0.8% | ETF |
EFG iShares MSCI EAFE Growth ETF | $4,652,886 | $101,379 ▼ | -2.1% | 45,483 | 0.8% | ETF |
META Meta Platforms | $4,323,220 | $23,194 ▲ | 0.5% | 8,574 | 0.7% | Computer and Technology |
VXUS Vanguard Total International Stock ETF | $3,737,397 | $73,265 ▲ | 2.0% | 61,980 | 0.6% | ETF |
SPY SPDR S&P 500 ETF Trust | $3,312,544 | $59,862 ▼ | -1.8% | 6,087 | 0.5% | Finance |
UNH UnitedHealth Group | $3,286,082 | $65,182 ▼ | -1.9% | 6,453 | 0.5% | Medical |
VEA Vanguard FTSE Developed Markets ETF | $3,134,405 | $43,489 ▲ | 1.4% | 63,424 | 0.5% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $3,100,249 | $32,221 ▼ | -1.0% | 39,834 | 0.5% | ETF |
VO Vanguard Mid-Cap ETF | $2,795,427 | $12,105 ▼ | -0.4% | 11,547 | 0.5% | ETF |
V Visa | $2,743,810 | $95,800 ▼ | -3.4% | 10,454 | 0.5% | Business Services |
QQQ Invesco QQQ | $2,673,336 | $287,935 ▲ | 12.1% | 5,580 | 0.4% | Finance |
GOOGL Alphabet | $2,658,405 | $15,482 ▲ | 0.6% | 14,595 | 0.4% | Computer and Technology |
IXUS iShares Core MSCI Total International Stock ETF | $2,518,561 | $18,511 ▼ | -0.7% | 37,279 | 0.4% | Manufacturing |
IWF iShares Russell 1000 Growth ETF | $2,484,865 | $103,521 ▼ | -4.0% | 6,817 | 0.4% | ETF |
CL Colgate-Palmolive | $2,444,244 | $191,363 ▼ | -7.3% | 25,188 | 0.4% | Consumer Staples |
SCHA Schwab US Small-Cap ETF | $2,412,052 | $19,217 ▲ | 0.8% | 50,834 | 0.4% | ETF |
IJR iShares Core S&P Small-Cap ETF | $2,295,646 | $100,047 ▼ | -4.2% | 21,523 | 0.4% | ETF |
IWM iShares Russell 2000 ETF | $2,199,303 | $36,114 ▼ | -1.6% | 10,840 | 0.4% | Finance |
MDY SPDR S&P MidCap 400 ETF Trust | $2,157,978 | | 0.0% | 4,033 | 0.4% | ETF |
JPM JPMorgan Chase & Co. | $2,137,632 | $158,770 ▼ | -6.9% | 10,569 | 0.4% | Finance |
SCHD Schwab US Dividend Equity ETF | $2,095,225 | $10,342 ▼ | -0.5% | 26,945 | 0.3% | ETF |
VB Vanguard Small-Cap ETF | $2,082,581 | $83,295 ▼ | -3.8% | 9,551 | 0.3% | ETF |
VOO Vanguard S&P 500 ETF | $2,079,406 | $47,009 ▼ | -2.2% | 4,158 | 0.3% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $2,037,876 | $56,705 ▼ | -2.7% | 34,824 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $2,016,368 | $379,925 ▼ | -15.9% | 4,957 | 0.3% | Finance |
MA Mastercard | $1,893,616 | $131,918 ▼ | -6.5% | 4,292 | 0.3% | Business Services |
NULG Nuveen ESG Large-Cap Growth ETF | $1,797,444 | $207,363 ▲ | 13.0% | 22,147 | 0.3% | ETF |
GOOG Alphabet | $1,792,380 | $87,675 ▼ | -4.7% | 9,772 | 0.3% | Computer and Technology |
DSI iShares MSCI KLD 400 Social ETF | $1,655,725 | $171,669 ▲ | 11.6% | 15,943 | 0.3% | ETF |
DFSI Dimensional International Sustainability Core 1 ETF | $1,569,024 | $320,505 ▲ | 25.7% | 47,633 | 0.3% | ETF |
EFV iShares MSCI EAFE Value ETF | $1,470,038 | $35,165 ▲ | 2.5% | 27,716 | 0.2% | ETF |
LLY Eli Lilly and Company | $1,268,437 | $8,148 ▲ | 0.6% | 1,401 | 0.2% | Medical |
SHOP Shopify | $1,238,768 | $3,831 ▲ | 0.3% | 18,755 | 0.2% | Computer and Technology |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $1,214,592 | $1,334 ▼ | -0.1% | 23,676 | 0.2% | ETF |
AMD Advanced Micro Devices | $1,176,100 | $5,029 ▼ | -0.4% | 7,250 | 0.2% | Computer and Technology |
AVGO Broadcom | $1,175,381 | $11,240 ▲ | 1.0% | 732 | 0.2% | Computer and Technology |
NULV Nuveen ESG Large-Cap Value ETF | $1,147,530 | $202,554 ▲ | 21.4% | 30,366 | 0.2% | ETF |
UBER Uber Technologies | $1,120,362 | $1,236 ▼ | -0.1% | 15,415 | 0.2% | Computer and Technology |
PG Procter & Gamble | $1,084,307 | $14,512 ▲ | 1.4% | 6,575 | 0.2% | Consumer Staples |
NYF iShares New York Muni Bond ETF | $1,058,083 | $50,720 ▲ | 5.0% | 19,818 | 0.2% | ETF |
VOE Vanguard Mid-Cap Value ETF | $1,045,525 | $45,131 ▼ | -4.1% | 6,950 | 0.2% | ETF |
XOM Exxon Mobil | $984,597 | $180,389 ▲ | 22.4% | 8,553 | 0.2% | Oils/Energy |
VTEB Vanguard Tax-Exempt Bond ETF | $963,665 | $47,254 ▼ | -4.7% | 19,231 | 0.2% | ETF |
NUSC Nuveen ESG Small-Cap ETF | $924,986 | $149,332 ▲ | 19.3% | 23,513 | 0.2% | ETF |
DMXF iShares ESG Advanced MSCI EAFE ETF | $894,793 | $178,756 ▲ | 25.0% | 13,270 | 0.1% | Manufacturing |
AVSD Avantis Responsible International Equity ETF | $885,289 | $161,330 ▲ | 22.3% | 15,941 | 0.1% | ETF |
HD Home Depot | $880,357 | $6,886 ▼ | -0.8% | 2,557 | 0.1% | Retail/Wholesale |
MU Micron Technology | $869,019 | $3,288 ▲ | 0.4% | 6,607 | 0.1% | Computer and Technology |
TSLA Tesla | $868,352 | $39,974 ▼ | -4.4% | 4,388 | 0.1% | Auto/Tires/Trucks |
NUMG Nuveen ESG Mid-Cap Growth ETF | $853,827 | $125,177 ▲ | 17.2% | 20,422 | 0.1% | ETF |
COST Costco Wholesale | $843,190 | $3,400 ▼ | -0.4% | 992 | 0.1% | Retail/Wholesale |
SUB iShares Short-Term National Muni Bond ETF | $823,540 | | 0.0% | 7,877 | 0.1% | ETF |
JNJ Johnson & Johnson | $818,565 | $167,513 ▼ | -17.0% | 5,600 | 0.1% | Medical |
XBIL US Treasury 6 Month Bill ETF | $814,994 | $91,245 ▲ | 12.6% | 16,274 | 0.1% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $793,196 | $20,635 ▼ | -2.5% | 7,188 | 0.1% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $762,473 | | 0.0% | 6,315 | 0.1% | ETF |
ADBE Adobe | $754,979 | $19,444 ▼ | -2.5% | 1,359 | 0.1% | Computer and Technology |
NUMV Nuveen ESG Mid-Cap Value ETF | $744,108 | $94,236 ▲ | 14.5% | 22,528 | 0.1% | ETF |
NOW ServiceNow | $726,883 | $99,907 ▼ | -12.1% | 924 | 0.1% | Computer and Technology |
ORCL Oracle | $714,343 | $6,213 ▲ | 0.9% | 5,059 | 0.1% | Computer and Technology |
BX Blackstone | $648,217 | $619 ▲ | 0.1% | 5,236 | 0.1% | Finance |
BSCO Invesco BulletShares 2024 Corporate Bond ETF | $645,741 | $6,508 ▼ | -1.0% | 30,662 | 0.1% | ETF |
DFSV Dimensional US Small Cap Value ETF | $643,521 | | 0.0% | 22,360 | 0.1% | ETF |
NFLX Netflix | $621,340 | $14,167 ▼ | -2.2% | 921 | 0.1% | Consumer Discretionary |
MRK Merck & Co., Inc. | $594,759 | $8,790 ▲ | 1.5% | 4,804 | 0.1% | Medical |
VIG Vanguard Dividend Appreciation ETF | $585,591 | $12,048 ▼ | -2.0% | 3,208 | 0.1% | ETF |
UPS United Parcel Service | $583,255 | $583,255 ▲ | New Holding | 4,262 | 0.1% | Transportation |
BOXX Alpha Architect 1-3 Month Box ETF | $581,123 | $581,123 ▲ | New Holding | 5,390 | 0.1% | ETF |
WMT Walmart | $575,895 | $13,204 ▲ | 2.3% | 8,505 | 0.1% | Retail/Wholesale |
EEM iShares MSCI Emerging Markets ETF | $575,348 | | 0.0% | 13,509 | 0.1% | Finance |
VOT Vanguard Mid-Cap Growth ETF | $560,815 | $50,044 ▼ | -8.2% | 2,443 | 0.1% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $544,297 | $11,853 ▼ | -2.1% | 7,347 | 0.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $541,171 | $25,530 ▲ | 5.0% | 5,575 | 0.1% | Finance |
ABBV AbbVie | $537,587 | $8,748 ▲ | 1.7% | 3,134 | 0.1% | Medical |
BAC Bank of America | $527,545 | $14,635 ▲ | 2.9% | 13,265 | 0.1% | Finance |
