IVV iShares Core S&P 500 ETF | $86,882,247 | $2,817,635 ▼ | -3.1% | 139,930 | 11.1% | ETF |
BND Vanguard Total Bond Market ETF | $47,922,195 | $1,330,053 ▼ | -2.7% | 650,851 | 6.1% | ETF |
IWF iShares Russell 1000 Growth ETF | $42,047,565 | $1,238,079 ▼ | -2.9% | 99,033 | 5.4% | ETF |
GTO Invesco Total Return Bond ETF | $39,547,508 | $409,162 ▼ | -1.0% | 843,410 | 5.1% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $36,589,727 | $9,982,050 ▼ | -21.4% | 589,967 | 4.7% | ETF |
IWB iShares Russell 1000 ETF | $34,732,361 | $2,060,178 ▲ | 6.3% | 102,283 | 4.4% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $29,897,458 | $7,447,391 ▼ | -19.9% | 215,586 | 3.8% | ETF |
IJR iShares Core S&P Small-Cap ETF | $29,894,604 | $225,137 ▼ | -0.7% | 273,535 | 3.8% | ETF |
EFG iShares MSCI EAFE Growth ETF | $22,280,854 | $896,001 ▼ | -3.9% | 198,936 | 2.9% | ETF |
MUB iShares National Muni Bond ETF | $19,157,758 | $1,677,426 ▼ | -8.1% | 183,363 | 2.5% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $18,574,778 | $3,801,402 ▼ | -17.0% | 140,569 | 2.4% | ETF |
VO Vanguard Mid-Cap ETF | $18,566,237 | $14,091,177 ▲ | 314.9% | 66,348 | 2.4% | ETF |
IVE iShares S&P 500 Value ETF | $15,560,133 | $1,658,531 ▲ | 11.9% | 79,624 | 2.0% | ETF |
IWD iShares Russell 1000 Value ETF | $15,499,106 | $1,441,181 ▼ | -8.5% | 79,798 | 2.0% | ETF |
TIP iShares TIPS Bond ETF | $14,047,565 | $319,445 ▼ | -2.2% | 127,659 | 1.8% | ETF |
IWM iShares Russell 2000 ETF | $13,986,511 | $39,706 ▼ | -0.3% | 64,815 | 1.8% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $13,790,137 | $708,218 ▼ | -4.9% | 278,814 | 1.8% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $13,232,635 | $316,634 ▼ | -2.3% | 99,464 | 1.7% | ETF |
IWO iShares Russell 2000 Growth ETF | $12,840,900 | $53,742 ▼ | -0.4% | 44,920 | 1.6% | ETF |
VOE Vanguard Mid-Cap Value ETF | $12,647,807 | $4,151,303 ▲ | 48.9% | 76,905 | 1.6% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $12,628,496 | $383,096 ▼ | -2.9% | 173,755 | 1.6% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $12,417,852 | $127,936 ▼ | -1.0% | 155,010 | 1.6% | ETF |
MMIN NYLI MacKay Municipal Insured ETF | $11,742,927 | $2,105,663 ▼ | -15.2% | 503,772 | 1.5% | ETF |
EFV iShares MSCI EAFE Value ETF | $10,808,770 | $114,137 ▼ | -1.0% | 170,270 | 1.4% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $10,538,913 | $2,053,578 ▲ | 24.2% | 37,058 | 1.3% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $10,342,019 | $776,386 ▲ | 8.1% | 114,758 | 1.3% | ETF |
DFUV Dimensional US Marketwide Value ETF | $10,212,080 | $97,793 ▼ | -0.9% | 241,535 | 1.3% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $9,587,845 | $1,056,006 ▲ | 12.4% | 195,551 | 1.2% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $9,520,228 | $291,224 ▲ | 3.2% | 70,840 | 1.2% | ETF |
SCHX Schwab US Large-Cap ETF | $9,449,367 | $466,609 ▼ | -4.7% | 386,635 | 1.2% | ETF |
IWN iShares Russell 2000 Value ETF | $9,128,108 | $153,342 ▼ | -1.7% | 57,861 | 1.2% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $8,841,996 | $170,228 ▼ | -1.9% | 88,873 | 1.1% | ETF |
PXF Invesco RAFI Developed Markets ex-U.S. ETF | $8,559,030 | $189,371 ▼ | -2.2% | 149,060 | 1.1% | ETF |
VBR Vanguard Small-Cap Value ETF | $7,617,856 | $713,345 ▲ | 10.3% | 39,064 | 1.0% | ETF |
EEM iShares MSCI Emerging Markets ETF | $6,135,619 | $49,301 ▼ | -0.8% | 127,189 | 0.8% | Finance |
VB Vanguard Small-Cap ETF | $5,669,320 | $1,524,505 ▲ | 36.8% | 23,923 | 0.7% | ETF |
GWX SPDR S&P International Small Cap ETF | $4,881,772 | $11,675 ▼ | -0.2% | 131,301 | 0.6% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $4,840,314 | $187,938 ▼ | -3.7% | 165,707 | 0.6% | ETF |
IVW iShares S&P 500 Growth ETF | $4,714,262 | $556,666 ▲ | 13.4% | 42,818 | 0.6% | ETF |
VNQ Vanguard Real Estate ETF | $4,698,312 | $2,685,717 ▼ | -36.4% | 52,754 | 0.6% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $4,423,378 | $2,145 ▼ | 0.0% | 55,689 | 0.6% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $4,376,709 | | 0.0% | 81,110 | 0.6% | ETF |
VBK Vanguard Small-Cap Growth ETF | $3,909,606 | $647,770 ▲ | 19.9% | 14,117 | 0.5% | ETF |
SCHB Schwab US Broad Market ETF | $3,236,082 | $22,877 ▼ | -0.7% | 135,799 | 0.4% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $3,133,485 | $1,100,687 ▼ | -26.0% | 65,913 | 0.4% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $3,068,546 | $131,008 ▲ | 4.5% | 53,825 | 0.4% | ETF |
VTV Vanguard Value ETF | $2,543,466 | $807,879 ▲ | 46.5% | 14,391 | 0.3% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $2,541,392 | $185,664 ▼ | -6.8% | 28,485 | 0.3% | Manufacturing |
AOA iShares Core 80/20 Aggressive Allocation ETF | $2,416,053 | $95,328 ▲ | 4.1% | 28,969 | 0.3% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $2,205,171 | $759,191 ▲ | 52.5% | 51,595 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,028,357 | $65,491 ▲ | 3.3% | 3,283 | 0.3% | Finance |
VUG Vanguard Growth ETF | $1,989,021 | $777,283 ▲ | 64.1% | 4,537 | 0.3% | ETF |
AAPL Apple | $1,960,562 | $10,874 ▼ | -0.6% | 9,556 | 0.3% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $1,923,206 | $23,706 ▼ | -1.2% | 6,328 | 0.2% | ETF |
VV Vanguard Large-Cap ETF | $1,894,982 | $99,856 ▲ | 5.6% | 6,642 | 0.2% | ETF |
AOR iShares Core 60/40 Balanced Allocation ETF | $1,615,186 | $187,852 ▼ | -10.4% | 26,233 | 0.2% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $1,493,665 | $141,384 ▼ | -8.6% | 11,040 | 0.2% | Manufacturing |
XJH iShares ESG Select Screened S&P Mid-Cap ETF | $1,277,959 | $50,008 ▲ | 4.1% | 30,794 | 0.2% | ETF |
PFE Pfizer | $1,260,020 | $17,235 ▼ | -1.3% | 51,981 | 0.2% | Medical |
BMY Bristol Myers Squibb | $1,150,214 | $166,181 ▲ | 16.9% | 24,848 | 0.1% | Medical |
TREX Trex | $1,118,488 | | 0.0% | 20,568 | 0.1% | Construction |
ESGE iShares ESG Aware MSCI EM ETF | $1,008,711 | $20,447 ▼ | -2.0% | 25,752 | 0.1% | Manufacturing |
VIG Vanguard Dividend Appreciation ETF | $961,540 | $29,677 ▲ | 3.2% | 4,698 | 0.1% | ETF |
NUMV Nuveen ESG Mid-Cap Value ETF | $894,959 | $37,132 ▼ | -4.0% | 24,825 | 0.1% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $883,750 | | 0.0% | 1,560 | 0.1% | ETF |
MSFT Microsoft | $831,846 | $133,832 ▼ | -13.9% | 1,672 | 0.1% | Computer and Technology |
XOM Exxon Mobil | $830,707 | $1,441,610 ▼ | -63.4% | 7,706 | 0.1% | Energy |
NUMG Nuveen ESG Mid-Cap Growth ETF | $789,313 | $228,785 ▼ | -22.5% | 16,291 | 0.1% | ETF |
PEG Public Service Enterprise Group | $776,982 | | 0.0% | 9,230 | 0.1% | Utilities |
GOOG Alphabet | $740,426 | | 0.0% | 4,174 | 0.1% | Computer and Technology |
NUSC Nuveen ESG Small-Cap ETF | $739,759 | $36,462 ▲ | 5.2% | 18,158 | 0.1% | ETF |
BRK.A Berkshire Hathaway | $728,800 | | 0.0% | 1 | 0.1% | Finance |
VEU Vanguard FTSE All-World ex-US ETF | $706,424 | $9,747 ▼ | -1.4% | 10,509 | 0.1% | ETF |
NEE NextEra Energy | $703,074 | $57,271 ▼ | -7.5% | 10,128 | 0.1% | Utilities |
OTEX Open Text | $664,768 | | 0.0% | 22,766 | 0.1% | Computer and Technology |
XLV Health Care Select Sector SPDR Fund | $611,988 | $32,756 ▼ | -5.1% | 4,540 | 0.1% | ETF |
COWZ Pacer US Cash Cows 100 ETF | $540,642 | $39,231 ▲ | 7.8% | 9,812 | 0.1% | ETF |
NULV Nuveen ESG Large-Cap Value ETF | $435,747 | $33,280 ▼ | -7.1% | 10,396 | 0.1% | ETF |
SYK Stryker | $432,028 | | 0.0% | 1,092 | 0.1% | Medical |
NULG Nuveen ESG Large-Cap Growth ETF | $424,420 | $68,294 ▼ | -13.9% | 4,518 | 0.1% | ETF |
AOM iShares Core 40/60 Moderate Allocation ETF | $403,838 | $368 ▲ | 0.1% | 8,771 | 0.1% | ETF |
CVX Chevron | $402,480 | $8,734 ▼ | -2.1% | 2,811 | 0.1% | Energy |
XLK Technology Select Sector SPDR Fund | $380,292 | $34,940 ▼ | -8.4% | 1,502 | 0.0% | ETF |
DFIV Dimensional International Value ETF | $372,450 | | 0.0% | 8,696 | 0.0% | ETF |
ESGV Vanguard ESG U.S. Stock ETF | $358,523 | $358,523 ▲ | New Holding | 3,270 | 0.0% | ETF |
AOK iShares Core 30/70 Conservative Allocation ETF | $355,481 | $4,024 ▲ | 1.1% | 9,099 | 0.0% | ETF |
UNP Union Pacific | $348,170 | $4,832 ▼ | -1.4% | 1,513 | 0.0% | Transportation |
JNJ Johnson & Johnson | $346,896 | $4,277 ▲ | 1.2% | 2,271 | 0.0% | Medical |
RPG Invesco S&P 500 Pure Growth ETF | $334,396 | | 0.0% | 7,306 | 0.0% | ETF |
WST West Pharmaceutical Services | $333,452 | | 0.0% | 1,524 | 0.0% | Medical |
EFA iShares MSCI EAFE ETF | $329,224 | $17,878 ▼ | -5.2% | 3,683 | 0.0% | Finance |
MCD McDonald's | $304,781 | $16,656 ▼ | -5.2% | 1,043 | 0.0% | Retail/Wholesale |
BA Boeing | $302,143 | | 0.0% | 1,442 | 0.0% | Aerospace |
IEFA iShares Core MSCI EAFE ETF | $287,725 | $287,725 ▲ | New Holding | 3,447 | 0.0% | ETF |
MRK Merck & Co., Inc. | $275,161 | $9,737 ▼ | -3.4% | 3,476 | 0.0% | Medical |
MDYG SPDR S&P 400 Mid Cap Growth ETF | $272,338 | $35,182 ▼ | -11.4% | 3,135 | 0.0% | ETF |
WTRG Essential Utilities | $263,806 | $5,460 ▼ | -2.0% | 7,103 | 0.0% | Utilities |
ALB Albemarle | $263,152 | | 0.0% | 4,199 | 0.0% | Basic Materials |
GE GE Aerospace | $257,898 | $257,898 ▲ | New Holding | 1,002 | 0.0% | Aerospace |
IEMG iShares Core MSCI Emerging Markets ETF | $254,348 | $254,348 ▲ | New Holding | 4,237 | 0.0% | ETF |
