IVV iShares Core S&P 500 ETF | $86,504,729 | $1,073,464 ▲ | 1.3% | 149,968 | 11.0% | ETF |
BND Vanguard Total Bond Market ETF | $49,653,275 | $1,147,981 ▲ | 2.4% | 661,074 | 6.3% | ETF |
IWF iShares Russell 1000 Growth ETF | $45,951,440 | $3,941,119 ▼ | -7.9% | 122,413 | 5.8% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $38,058,536 | $1,813,071 ▲ | 5.0% | 324,482 | 4.8% | ETF |
GTO Invesco Total Return Bond ETF | $37,782,219 | $1,612,060 ▲ | 4.5% | 782,241 | 4.8% | ETF |
IWB iShares Russell 1000 ETF | $32,092,490 | $227,934 ▼ | -0.7% | 102,078 | 4.1% | ETF |
IJR iShares Core S&P Small-Cap ETF | $31,818,448 | $719,888 ▲ | 2.3% | 272,046 | 4.0% | ETF |
VNQ Vanguard Real Estate ETF | $30,836,004 | $34,497,832 ▼ | -52.8% | 316,526 | 3.9% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $30,765,204 | $25,383,124 ▲ | 471.6% | 493,665 | 3.9% | ETF |
EFG iShares MSCI EAFE Growth ETF | $22,151,004 | $71,157 ▲ | 0.3% | 205,768 | 2.8% | ETF |
MUB iShares National Muni Bond ETF | $20,395,836 | $437,236 ▲ | 2.2% | 187,755 | 2.6% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $20,085,069 | $1,175,967 ▲ | 6.2% | 151,872 | 2.5% | ETF |
IWD iShares Russell 1000 Value ETF | $15,711,713 | $661,266 ▲ | 4.4% | 82,780 | 2.0% | ETF |
IWM iShares Russell 2000 ETF | $15,450,276 | $97,854 ▼ | -0.6% | 69,946 | 2.0% | Finance |
IVE iShares S&P 500 Value ETF | $15,200,624 | $504,361 ▼ | -3.2% | 77,094 | 1.9% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $14,134,395 | $110,895 ▲ | 0.8% | 101,329 | 1.8% | ETF |
TIP iShares TIPS Bond ETF | $13,665,794 | $722,584 ▲ | 5.6% | 123,706 | 1.7% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $13,107,811 | $571,043 ▲ | 4.6% | 273,935 | 1.7% | ETF |
IWO iShares Russell 2000 Growth ETF | $13,029,407 | $31,808 ▼ | -0.2% | 45,878 | 1.6% | ETF |
MMIN NYLI MacKay Municipal Insured ETF | $12,655,328 | $497,720 ▲ | 4.1% | 514,863 | 1.6% | ETF |
DFUV Dimensional US Marketwide Value ETF | $11,869,120 | $84,631 ▼ | -0.7% | 284,699 | 1.5% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $11,842,059 | $111,084 ▼ | -0.9% | 161,292 | 1.5% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $10,676,520 | $361,314 ▲ | 3.5% | 157,704 | 1.4% | ETF |
IWN iShares Russell 2000 Value ETF | $10,024,059 | $45,041 ▼ | -0.4% | 60,089 | 1.3% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $9,694,776 | $218,935 ▼ | -2.2% | 109,818 | 1.2% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $9,466,458 | $88,497 ▲ | 0.9% | 87,929 | 1.2% | ETF |
EFV iShares MSCI EAFE Value ETF | $9,403,110 | $80,887 ▲ | 0.9% | 163,447 | 1.2% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $9,160,514 | $152,287 ▼ | -1.6% | 179,196 | 1.2% | ETF |
SCHX Schwab US Large-Cap ETF | $9,026,847 | $128,372 ▼ | -1.4% | 133,041 | 1.1% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $8,833,182 | $22,169 ▼ | -0.3% | 70,127 | 1.1% | ETF |
VOE Vanguard Mid-Cap Value ETF | $8,794,903 | $106,470 ▼ | -1.2% | 52,454 | 1.1% | ETF |
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF | $8,094,437 | $72,304 ▼ | -0.9% | 155,274 | 1.0% | ETF |
VBR Vanguard Small-Cap Value ETF | $6,878,908 | $8,634 ▲ | 0.1% | 34,261 | 0.9% | ETF |
EEM iShares MSCI Emerging Markets ETF | $6,049,242 | $30,268 ▼ | -0.5% | 131,907 | 0.8% | Finance |
SCHG Schwab U.S. Large-Cap Growth ETF | $5,899,505 | $849,067 ▼ | -12.6% | 56,628 | 0.7% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $5,680,505 | $83,268 ▼ | -1.4% | 23,331 | 0.7% | ETF |
XLRE Real Estate Select Sector SPDR Fund | $4,905,356 | $1,743,339 ▼ | -26.2% | 109,813 | 0.6% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $4,724,875 | $37,661 ▼ | -0.8% | 84,934 | 0.6% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $4,692,590 | $424,952 ▼ | -8.3% | 59,056 | 0.6% | ETF |
GWX SPDR S&P International Small Cap ETF | $4,537,755 | $9,693 ▼ | -0.2% | 132,955 | 0.6% | ETF |
IVW iShares S&P 500 Growth ETF | $3,975,636 | $329,859 ▼ | -7.7% | 41,521 | 0.5% | ETF |
VB Vanguard Small-Cap ETF | $3,703,252 | $474 ▲ | 0.0% | 15,612 | 0.5% | ETF |
SCHB Schwab US Broad Market ETF | $3,195,985 | $53,483 ▼ | -1.6% | 48,045 | 0.4% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $2,839,486 | $36,782 ▲ | 1.3% | 58,438 | 0.4% | ETF |
VBK Vanguard Small-Cap Growth ETF | $2,781,451 | $1,604 ▼ | -0.1% | 10,403 | 0.4% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $2,774,269 | $66,857 ▲ | 2.5% | 52,533 | 0.4% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $2,575,892 | $349,984 ▲ | 15.7% | 30,603 | 0.3% | Manufacturing |
SPY SPDR S&P 500 ETF Trust | $1,943,858 | $92,373 ▼ | -4.5% | 3,388 | 0.2% | Finance |
AOA iShares Core Aggressive Allocation ETF | $1,932,441 | $17,676 ▲ | 0.9% | 24,489 | 0.2% | ETF |
VTI Vanguard Total Stock Market ETF | $1,909,290 | $72,204 ▼ | -3.6% | 6,743 | 0.2% | ETF |
VTV Vanguard Value ETF | $1,829,145 | $15,188 ▼ | -0.8% | 10,478 | 0.2% | ETF |
BMY Bristol-Myers Squibb | $1,805,157 | $162,567 ▼ | -8.3% | 34,889 | 0.2% | Medical |
AAPL Apple | $1,793,952 | $36,583 ▲ | 2.1% | 7,699 | 0.2% | Computer and Technology |
AOR iShares Core Growth Allocation ETF | $1,629,546 | $12,914 ▲ | 0.8% | 27,508 | 0.2% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $1,576,027 | $60,442 ▲ | 4.0% | 12,490 | 0.2% | Manufacturing |
PFE Pfizer | $1,509,395 | $5,065 ▲ | 0.3% | 52,156 | 0.2% | Medical |
TREX Trex | $1,369,418 | | 0.0% | 20,568 | 0.2% | Construction |
SPEM SPDR Portfolio Emerging Markets ETF | $1,367,442 | | 0.0% | 33,126 | 0.2% | ETF |
VUG Vanguard Growth ETF | $1,350,282 | $48,375 ▼ | -3.5% | 3,517 | 0.2% | ETF |
USRT iShares Core U.S. REIT ETF | $1,327,019 | $73,699 ▼ | -5.3% | 21,553 | 0.2% | ETF |
VV Vanguard Large-Cap ETF | $1,189,321 | $28,436 ▲ | 2.4% | 4,517 | 0.2% | ETF |
RWR SPDR Dow Jones REIT ETF | $1,148,059 | $1,482,327 ▼ | -56.4% | 10,757 | 0.1% | ETF |
XJH iShares ESG Screened S&P Mid-Cap ETF | $998,175 | $998,175 ▲ | New Holding | 23,604 | 0.1% | ETF |
NEE NextEra Energy | $942,156 | | 0.0% | 11,146 | 0.1% | Utilities |
XOM Exxon Mobil | $923,929 | $15,473 ▼ | -1.6% | 7,882 | 0.1% | Oils/Energy |
ESGE iShares ESG Aware MSCI EM ETF | $919,601 | $177,971 ▲ | 24.0% | 25,257 | 0.1% | Manufacturing |
VIG Vanguard Dividend Appreciation ETF | $901,768 | $396 ▼ | 0.0% | 4,553 | 0.1% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $888,711 | | 0.0% | 1,560 | 0.1% | ETF |
NUMV Nuveen ESG Mid-Cap Value ETF | $835,289 | $228,486 ▲ | 37.7% | 22,673 | 0.1% | ETF |
NUMG Nuveen ESG Mid-Cap Growth ETF | $829,019 | $238,438 ▲ | 40.4% | 18,497 | 0.1% | ETF |
PEG Public Service Enterprise Group | $823,409 | | 0.0% | 9,230 | 0.1% | Utilities |
NUSC Nuveen ESG Small-Cap ETF | $738,054 | $122,266 ▲ | 19.9% | 17,228 | 0.1% | ETF |
XLV Health Care Select Sector SPDR Fund | $736,725 | | 0.0% | 4,783 | 0.1% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $724,766 | $11,592 ▼ | -1.6% | 11,504 | 0.1% | ETF |
GOOG Alphabet | $713,233 | $47,816 ▲ | 7.2% | 4,266 | 0.1% | Computer and Technology |
MSFT Microsoft | $614,899 | $26,679 ▲ | 4.5% | 1,429 | 0.1% | Computer and Technology |
IUSG iShares Core S&P U.S. Growth ETF | $563,512 | $1,055 ▲ | 0.2% | 4,272 | 0.1% | Manufacturing |
AOM iShares Core Moderate Allocation ETF | $530,723 | $2,887 ▼ | -0.5% | 11,765 | 0.1% | ETF |
COWZ Pacer US Cash Cows 100 ETF | $526,253 | | 0.0% | 9,100 | 0.1% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $496,221 | $3,055 ▲ | 0.6% | 5,197 | 0.1% | Manufacturing |
IEUR iShares Core MSCI Europe ETF | $494,508 | | 0.0% | 8,116 | 0.1% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $492,655 | $1,469 ▲ | 0.3% | 4,361 | 0.1% | Finance |
EFA iShares MSCI EAFE ETF | $477,825 | $13,129 ▼ | -2.7% | 5,714 | 0.1% | Finance |
AGG iShares Core U.S. Aggregate Bond ETF | $476,977 | $5,063 ▲ | 1.1% | 4,710 | 0.1% | Finance |
NULG Nuveen ESG Large-Cap Growth ETF | $466,130 | $19,088 ▼ | -3.9% | 5,641 | 0.1% | ETF |
NULV Nuveen ESG Large-Cap Value ETF | $460,465 | $35,462 ▲ | 8.3% | 11,037 | 0.1% | ETF |
WST West Pharmaceutical Services | $457,444 | $249,733 ▲ | 120.2% | 1,524 | 0.1% | Medical |
UNH UnitedHealth Group | $435,002 | $26,311 ▲ | 6.4% | 744 | 0.1% | Medical |
ONTO Onto Innovation | $415,120 | | 0.0% | 2,000 | 0.1% | Computer and Technology |
MDYG SPDR S&P 400 Mid CapGrowth ETF | $414,660 | $39,922 ▼ | -8.8% | 4,726 | 0.1% | ETF |
MRK Merck & Co., Inc. | $411,996 | $6,700 ▼ | -1.6% | 3,628 | 0.1% | Medical |
ALB Albemarle | $397,688 | | 0.0% | 4,199 | 0.1% | Basic Materials |
UNP Union Pacific | $396,555 | $5,176 ▲ | 1.3% | 1,609 | 0.1% | Transportation |
SYK Stryker | $394,496 | | 0.0% | 1,092 | 0.0% | Medical |
IEFA iShares Core MSCI EAFE ETF | $384,970 | $57,761 ▼ | -13.0% | 4,932 | 0.0% | ETF |
JNJ Johnson & Johnson | $371,928 | $4,052 ▲ | 1.1% | 2,295 | 0.0% | Medical |
XLK Technology Select Sector SPDR Fund | $370,194 | | 0.0% | 1,640 | 0.0% | ETF |
DFIV Dimensional International Value ETF | $368,539 | | 0.0% | 9,678 | 0.0% | ETF |
CVX Chevron | $360,370 | $105,004 ▼ | -22.6% | 2,447 | 0.0% | Oils/Energy |
AOK iShares Core Conservative Allocation ETF | $343,160 | $39 ▼ | 0.0% | 8,876 | 0.0% | ETF |
