VO Vanguard Mid-Cap ETF | $57,416,113 | $4,972,517 ▲ | 9.5% | 217,378 | 10.8% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $50,074,255 | $3,732,083 ▲ | 8.1% | 1,467,162 | 9.4% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $42,530,552 | $32,025,593 ▲ | 304.9% | 1,526,033 | 8.0% | ETF |
MMIT NYLI MacKay Shields Municipal Intermediate ETF | $36,528,229 | $1,944,161 ▲ | 5.6% | 1,521,376 | 6.9% | ETF |
SCHX Schwab US Large-Cap ETF | $34,696,187 | $23,666,821 ▲ | 214.6% | 1,496,816 | 6.5% | ETF |
MUB iShares National Muni Bond ETF | $28,527,600 | $1,667,934 ▲ | 6.2% | 267,739 | 5.4% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $22,069,119 | $4,731,185 ▲ | 27.3% | 163,028 | 4.2% | ETF |
VNLA Janus Henderson Short Duration Income ETF | $18,430,129 | $3,667,029 ▲ | 24.8% | 376,817 | 3.5% | ETF |
IWF iShares Russell 1000 Growth ETF | $16,777,448 | $152,599 ▼ | -0.9% | 41,779 | 3.2% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $14,132,013 | $363,346 ▼ | -2.5% | 270,625 | 2.7% | ETF |
FEDERATED HERMES ETF TRUST
| $10,974,741 | $5,719,757 ▲ | 108.8% | 444,682 | 2.1% | HERMES TOTAL RET |
VOO Vanguard S&P 500 ETF | $10,559,500 | $759,715 ▲ | 7.8% | 19,598 | 2.0% | ETF |
MSFT Microsoft | $9,770,346 | $72,919 ▼ | -0.7% | 23,180 | 1.8% | Computer and Technology |
IJR iShares Core S&P Small-Cap ETF | $9,672,616 | $1,621,724 ▲ | 20.1% | 83,949 | 1.8% | ETF |
JPIE JPMorgan Income ETF | $8,195,940 | $1,493,642 ▲ | 22.3% | 179,657 | 1.5% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $8,168,617 | $471,840 ▲ | 6.1% | 170,820 | 1.5% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $7,980,455 | $5,630,341 ▲ | 239.6% | 287,999 | 1.5% | ETF |
FBND Fidelity Total Bond ETF | $7,712,851 | $1,157,782 ▲ | 17.7% | 171,893 | 1.5% | ETF |
AAPL Apple | $7,222,240 | $169,531 ▼ | -2.3% | 28,841 | 1.4% | Computer and Technology |
MMIN NYLI MacKay Municipal Insured ETF | $7,015,874 | $4,922,483 ▲ | 235.1% | 294,290 | 1.3% | ETF |
EFA iShares MSCI EAFE ETF | $6,700,501 | $95,723 ▲ | 1.4% | 88,619 | 1.3% | Finance |
IWR iShares Russell Mid-Cap ETF | $6,662,572 | $88,047 ▼ | -1.3% | 75,368 | 1.3% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $5,553,452 | $3,561,887 ▲ | 178.8% | 110,781 | 1.0% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $4,959,646 | $3,528,269 ▲ | 246.5% | 190,243 | 0.9% | ETF |
JHML John Hancock Multifactor Large Cap ETF | $4,154,668 | $410,933 ▲ | 11.0% | 59,651 | 0.8% | ETF |
IVV iShares Core S&P 500 ETF | $3,356,758 | $11,774 ▼ | -0.3% | 5,702 | 0.6% | ETF |
RJF Raymond James | $3,346,740 | | 0.0% | 21,546 | 0.6% | Finance |
FHI Federated Hermes | $3,266,601 | $470,874 ▼ | -12.6% | 79,460 | 0.6% | Finance |
SPY SPDR S&P 500 ETF Trust | $2,976,114 | $409,670 ▲ | 16.0% | 5,078 | 0.6% | Finance |
SCHE Schwab Emerging Markets Equity ETF | $2,529,607 | $63,912 ▼ | -2.5% | 94,991 | 0.5% | ETF |
DSI iShares MSCI KLD 400 Social ETF | $2,489,335 | | 0.0% | 22,579 | 0.5% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $2,321,927 | $49,155 ▲ | 2.2% | 33,680 | 0.4% | ETF |
SCHF Schwab International Equity ETF | $2,306,923 | $1,144,498 ▲ | 98.5% | 124,699 | 0.4% | ETF |
PNC The PNC Financial Services Group | $2,139,165 | $1,305,060 ▲ | 156.5% | 11,092 | 0.4% | Finance |
CBZ CBIZ | $1,934,707 | | 0.0% | 23,643 | 0.4% | Business Services |
IVW iShares S&P 500 Growth ETF | $1,887,443 | | 0.0% | 18,590 | 0.4% | ETF |
VTI Vanguard Total Stock Market ETF | $1,858,552 | $48,108 ▲ | 2.7% | 6,413 | 0.3% | ETF |
ETN Eaton | $1,848,184 | | 0.0% | 5,569 | 0.3% | Industrial Products |
BN Brookfield | $1,844,547 | | 0.0% | 32,107 | 0.3% | Finance |
GLD SPDR Gold Shares | $1,754,958 | | 0.0% | 7,248 | 0.3% | Finance |
XOM Exxon Mobil | $1,744,678 | $8,821 ▼ | -0.5% | 16,219 | 0.3% | Oils/Energy |
REMITLY GLOBAL INC
| $1,668,555 | | 0.0% | 73,928 | 0.3% | COM |
GTO Invesco Total Return Bond ETF | $1,664,786 | $46,493 ▼ | -2.7% | 35,879 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $1,645,901 | | 0.0% | 6,866 | 0.3% | Finance |
IEFA iShares Core MSCI EAFE ETF | $1,602,525 | $1,171,919 ▲ | 272.2% | 22,802 | 0.3% | ETF |
ANSS ANSYS | $1,588,824 | | 0.0% | 4,710 | 0.3% | Computer and Technology |
GOOGL Alphabet | $1,557,939 | | 0.0% | 8,230 | 0.3% | Computer and Technology |
IJH iShares Core S&P Mid-Cap ETF | $1,536,983 | $698,736 ▲ | 83.4% | 24,667 | 0.3% | ETF |
PRCH Porch Group | $1,393,718 | | 0.0% | 283,276 | 0.3% | Computer and Technology |
FMNB Farmers National Banc | $1,319,502 | $1,107,197 ▼ | -45.6% | 92,792 | 0.2% | Finance |
AMZN Amazon.com | $1,292,865 | $29,398 ▼ | -2.2% | 5,893 | 0.2% | Retail/Wholesale |
SCHA Schwab US Small-Cap ETF | $1,241,332 | $592,453 ▲ | 91.3% | 48,002 | 0.2% | ETF |
JGRO JPMorgan Active Growth ETF | $1,193,642 | $330,113 ▲ | 38.2% | 14,731 | 0.2% | ETF |
VNQ Vanguard Real Estate ETF | $1,162,766 | $4,721 ▲ | 0.4% | 13,053 | 0.2% | ETF |
IVE iShares S&P 500 Value ETF | $1,147,189 | | 0.0% | 6,010 | 0.2% | ETF |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $1,084,294 | $316,033 ▼ | -22.6% | 43,899 | 0.2% | Manufacturing |
NVDA NVIDIA | $1,035,242 | | 0.0% | 7,709 | 0.2% | Computer and Technology |
V Visa | $980,040 | | 0.0% | 3,101 | 0.2% | Business Services |
GOOG Alphabet | $940,964 | | 0.0% | 4,941 | 0.2% | Computer and Technology |
VONG Vanguard Russell 1000 Growth ETF | $923,399 | $150,921 ▼ | -14.0% | 8,939 | 0.2% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $876,295 | $80,480 ▲ | 10.1% | 11,509 | 0.2% | Manufacturing |
GRAYSCALE BITCOIN TRUST ETF
| $827,914 | $111,030 ▲ | 15.5% | 11,185 | 0.2% | SHS REP COM UT |
PCAR PACCAR | $781,807 | $247,045 ▼ | -24.0% | 7,516 | 0.1% | Auto/Tires/Trucks |
META Meta Platforms | $751,795 | | 0.0% | 1,284 | 0.1% | Computer and Technology |
AMGN Amgen | $712,850 | $9,644 ▼ | -1.3% | 2,735 | 0.1% | Medical |
WMT Walmart | $699,038 | $35,779 ▼ | -4.9% | 7,737 | 0.1% | Retail/Wholesale |
COST Costco Wholesale | $692,700 | $17,409 ▼ | -2.5% | 756 | 0.1% | Retail/Wholesale |
MDYG SPDR S&P 400 Mid CapGrowth ETF | $689,820 | $19,463 ▼ | -2.7% | 7,939 | 0.1% | ETF |
IWM iShares Russell 2000 ETF | $681,441 | $8,838 ▼ | -1.3% | 3,084 | 0.1% | Finance |
SUSC iShares ESG Aware USD Corporate Bond ETF | $678,919 | $435,747 ▲ | 179.2% | 29,882 | 0.1% | Manufacturing |
EFG iShares MSCI EAFE Growth ETF | $676,261 | | 0.0% | 6,984 | 0.1% | ETF |
KKR KKR & Co. Inc. | $665,595 | | 0.0% | 4,500 | 0.1% | Finance |
DIA SPDR Dow Jones Industrial Average ETF Trust | $622,081 | | 0.0% | 1,462 | 0.1% | Finance |
ORCL Oracle | $614,235 | | 0.0% | 3,686 | 0.1% | Computer and Technology |
QQQ Invesco QQQ | $610,920 | $34,252 ▲ | 5.9% | 1,195 | 0.1% | Finance |
SCHZ Schwab U.S. Aggregate Bond ETF | $592,255 | $290,509 ▲ | 96.3% | 26,091 | 0.1% | ETF |
ESGE iShares ESG Aware MSCI EM ETF | $591,237 | $35,360 ▲ | 6.4% | 17,707 | 0.1% | Manufacturing |
IWO iShares Russell 2000 Growth ETF | $586,289 | | 0.0% | 2,037 | 0.1% | ETF |
VBK Vanguard Small-Cap Growth ETF | $584,765 | $840 ▲ | 0.1% | 2,088 | 0.1% | ETF |
NUSC Nuveen ESG Small-Cap ETF | $559,208 | $358,007 ▲ | 177.9% | 13,352 | 0.1% | ETF |
NFLX Netflix | $558,858 | $44,566 ▼ | -7.4% | 627 | 0.1% | Consumer Discretionary |
VB Vanguard Small-Cap ETF | $554,086 | $43,010 ▼ | -7.2% | 2,306 | 0.1% | ETF |
MCD McDonald's | $550,211 | | 0.0% | 1,898 | 0.1% | Retail/Wholesale |
BRK.B Berkshire Hathaway | $521,272 | $104,254 ▼ | -16.7% | 1,150 | 0.1% | Finance |
IJS iShares S&P Small-Cap 600 Value ETF | $512,653 | $2,064 ▲ | 0.4% | 4,720 | 0.1% | ETF |
IYE iShares U.S. Energy ETF | $499,538 | $499,538 ▲ | New Holding | 10,962 | 0.1% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $493,932 | | 0.0% | 5,432 | 0.1% | ETF |
MFC Manulife Financial | $488,105 | | 0.0% | 15,894 | 0.1% | Finance |
GDX VanEck Gold Miners ETF | $483,184 | | 0.0% | 14,249 | 0.1% | ETF |
BIP Brookfield Infrastructure Partners | $478,662 | $15,037 ▼ | -3.0% | 15,057 | 0.1% | Finance |
IJJ iShares S&P Mid-Cap 400 Value ETF | $478,347 | | 0.0% | 3,828 | 0.1% | ETF |
PKOH Park-Ohio | $454,629 | | 0.0% | 17,306 | 0.1% | Industrial Products |
TRS TriMas | $454,276 | | 0.0% | 18,474 | 0.1% | Industrial Products |
JNJ Johnson & Johnson | $449,913 | $13,739 ▼ | -3.0% | 3,111 | 0.1% | Medical |
VIG Vanguard Dividend Appreciation ETF | $423,580 | $73,045 ▼ | -14.7% | 2,163 | 0.1% | ETF |
XLK Technology Select Sector SPDR Fund | $411,328 | | 0.0% | 1,769 | 0.1% | ETF |
FDV Federated Hermes U.S. Strategic Dividend ETF | $405,437 | | 0.0% | 15,242 | 0.1% | ETF |
OEF iShares S&P 100 ETF | $398,902 | $64,991 ▲ | 19.5% | 1,381 | 0.1% | ETF |
UBER Uber Technologies | $390,572 | $302 ▼ | -0.1% | 6,475 | 0.1% | Computer and Technology |
LULU Lululemon Athletica | $388,146 | | 0.0% | 1,015 | 0.1% | Consumer Discretionary |
