VO Vanguard Mid-Cap ETF | $52,383,963 | $2,159,976 ▲ | 4.3% | 198,552 | 10.7% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $50,999,455 | $1,755,254 ▲ | 3.6% | 1,357,813 | 10.4% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $39,268,258 | $85,428 ▲ | 0.2% | 376,927 | 8.0% | ETF |
MMIT NYLI MacKay Shields Municipal Intermediate ETF | $35,433,921 | $4,011,277 ▲ | 12.8% | 1,440,403 | 7.3% | ETF |
SCHX Schwab US Large-Cap ETF | $32,283,947 | $69,071 ▼ | -0.2% | 475,814 | 6.6% | ETF |
MUB iShares National Muni Bond ETF | $27,383,941 | $2,778,533 ▲ | 11.3% | 252,085 | 5.6% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $17,865,562 | $978,381 ▲ | 5.8% | 128,078 | 3.7% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $15,936,012 | $267,128 ▼ | -1.6% | 277,583 | 3.3% | ETF |
IWF iShares Russell 1000 Growth ETF | $15,825,493 | $415,166 ▼ | -2.6% | 42,159 | 3.2% | ETF |
VNLA Janus Henderson Short Duration Income ETF | $14,802,314 | $2,475,144 ▲ | 20.1% | 301,842 | 3.0% | ETF |
MSFT Microsoft | $10,048,721 | $77,023 ▼ | -0.8% | 23,353 | 2.1% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $9,597,166 | $1,843,133 ▼ | -16.1% | 18,188 | 2.0% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $8,499,933 | $53,180 ▼ | -0.6% | 160,953 | 1.7% | ETF |
IJR iShares Core S&P Small-Cap ETF | $8,172,456 | $241,873 ▲ | 3.0% | 69,874 | 1.7% | ETF |
EFA iShares MSCI EAFE ETF | $7,305,341 | $32,699 ▼ | -0.4% | 87,353 | 1.5% | Finance |
SCHM Schwab U.S. Mid-Cap ETF | $7,046,951 | $34,981 ▲ | 0.5% | 84,811 | 1.4% | ETF |
AAPL Apple | $6,877,733 | $2,308,344 ▼ | -25.1% | 29,518 | 1.4% | Computer and Technology |
FBND Fidelity Total Bond ETF | $6,828,247 | $487,872 ▲ | 7.7% | 146,090 | 1.4% | ETF |
JPIE JPMorgan Income ETF | $6,815,447 | $511,033 ▲ | 8.1% | 146,916 | 1.4% | ETF |
IWR iShares Russell Mid-Cap ETF | $6,730,763 | $514,917 ▼ | -7.1% | 76,364 | 1.4% | ETF |
FEDERATED HERMES ETF TRUST
| $5,493,465 | $719,072 ▼ | -11.6% | 212,925 | 1.1% | HERMES TOTAL RET |
SCHV Schwab U.S. Large-Cap Value ETF | $4,412,749 | $70,726 ▲ | 1.6% | 54,905 | 0.9% | ETF |
JHML John Hancock Multifactor Large Cap ETF | $3,732,452 | $130,130 ▲ | 3.6% | 53,751 | 0.8% | ETF |
FHI Federated Hermes | $3,342,908 | $799,086 ▲ | 31.4% | 90,914 | 0.7% | Finance |
IVV iShares Core S&P 500 ETF | $3,300,655 | $137,287 ▲ | 4.3% | 5,722 | 0.7% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $2,841,866 | $82,288 ▼ | -2.8% | 97,391 | 0.6% | ETF |
RJF Raymond James | $2,638,523 | $2,069,696 ▲ | 363.9% | 21,546 | 0.5% | Finance |
SCHF Schwab International Equity ETF | $2,583,714 | $41,654 ▼ | -1.6% | 62,834 | 0.5% | ETF |
FMNB Farmers National Banc | $2,580,288 | $749,513 ▼ | -22.5% | 170,654 | 0.5% | Finance |
SPY SPDR S&P 500 ETF Trust | $2,512,495 | $97,539 ▼ | -3.7% | 4,379 | 0.5% | Finance |
DSI iShares MSCI KLD 400 Social ETF | $2,456,369 | | 0.0% | 22,579 | 0.5% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $2,225,625 | | 0.0% | 32,967 | 0.5% | ETF |
MMIN NYLI MacKay Municipal Insured ETF | $2,158,370 | $150,897 ▼ | -6.5% | 87,810 | 0.4% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $2,030,895 | $10,020 ▼ | -0.5% | 39,728 | 0.4% | ETF |
XOM Exxon Mobil | $1,910,803 | $50,873 ▼ | -2.6% | 16,301 | 0.4% | Oils/Energy |
ETN Eaton | $1,845,789 | | 0.0% | 5,569 | 0.4% | Industrial Products |
GTO Invesco Total Return Bond ETF | $1,781,333 | $17,291 ▼ | -1.0% | 36,881 | 0.4% | ETF |
IVW iShares S&P 500 Growth ETF | $1,779,993 | | 0.0% | 18,590 | 0.4% | ETF |
VTI Vanguard Total Stock Market ETF | $1,768,901 | $1,241,374 ▼ | -41.2% | 6,247 | 0.4% | ETF |
GLD SPDR Gold Shares | $1,761,699 | $4,861 ▼ | -0.3% | 7,248 | 0.4% | Finance |
BN Brookfield | $1,706,487 | | 0.0% | 32,107 | 0.3% | Finance |
CBZ CBIZ | $1,590,937 | $23,888 ▼ | -1.5% | 23,643 | 0.3% | Business Services |
ANSS ANSYS | $1,500,747 | | 0.0% | 4,710 | 0.3% | Computer and Technology |
JPM JPMorgan Chase & Co. | $1,447,811 | $128,629 ▲ | 9.8% | 6,866 | 0.3% | Finance |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $1,426,421 | $906,464 ▲ | 174.3% | 56,694 | 0.3% | Manufacturing |
GOOGL Alphabet | $1,364,946 | $380,792 ▲ | 38.7% | 8,230 | 0.3% | Computer and Technology |
SCHA Schwab US Small-Cap ETF | $1,292,238 | $46,196 ▼ | -3.5% | 25,092 | 0.3% | ETF |
VNQ Vanguard Real Estate ETF | $1,266,421 | $3,604 ▲ | 0.3% | 13,000 | 0.3% | ETF |
IVE iShares S&P 500 Value ETF | $1,184,992 | $10,253 ▼ | -0.9% | 6,010 | 0.2% | ETF |
AMZN Amazon.com | $1,123,011 | $377,505 ▲ | 50.6% | 6,027 | 0.2% | Retail/Wholesale |
VONG Vanguard Russell 1000 Growth ETF | $1,003,808 | | 0.0% | 10,400 | 0.2% | ETF |
REMITLY GLOBAL INC
| $989,896 | | 0.0% | 73,928 | 0.2% | COM |
PCAR PACCAR | $976,037 | | 0.0% | 9,891 | 0.2% | Auto/Tires/Trucks |
NVDA NVIDIA | $936,181 | $36,432 ▲ | 4.0% | 7,709 | 0.2% | Computer and Technology |
AMGN Amgen | $893,166 | $2,900 ▼ | -0.3% | 2,772 | 0.2% | Medical |
ESGD iShares ESG Aware MSCI EAFE ETF | $879,745 | $306,884 ▼ | -25.9% | 10,452 | 0.2% | Manufacturing |
V Visa | $852,620 | $366,508 ▲ | 75.4% | 3,101 | 0.2% | Business Services |
IJH iShares Core S&P Mid-Cap ETF | $838,369 | $282,053 ▼ | -25.2% | 13,453 | 0.2% | ETF |
GOOG Alphabet | $826,086 | $243,596 ▲ | 41.8% | 4,941 | 0.2% | Computer and Technology |
JGRO JPMorgan Active Growth ETF | $819,310 | $269,311 ▲ | 49.0% | 10,657 | 0.2% | ETF |
PNC The PNC Financial Services Group | $799,489 | $58,229 ▲ | 7.9% | 4,325 | 0.2% | Finance |
EFG iShares MSCI EAFE Growth ETF | $751,828 | | 0.0% | 6,984 | 0.2% | ETF |
META Meta Platforms | $735,013 | $486,574 ▲ | 195.9% | 1,284 | 0.2% | Computer and Technology |
MDYG SPDR S&P 400 Mid CapGrowth ETF | $716,222 | | 0.0% | 8,163 | 0.1% | ETF |
IWM iShares Russell 2000 ETF | $690,060 | | 0.0% | 3,124 | 0.1% | Finance |
COST Costco Wholesale | $687,053 | | 0.0% | 775 | 0.1% | Retail/Wholesale |
WMT Walmart | $656,740 | $15,827 ▼ | -2.4% | 8,133 | 0.1% | Retail/Wholesale |
BRK.B Berkshire Hathaway | $635,159 | $185,945 ▲ | 41.4% | 1,380 | 0.1% | Finance |
SCHZ Schwab U.S. Aggregate Bond ETF | $631,705 | $6,938 ▼ | -1.1% | 13,293 | 0.1% | ETF |
ORCL Oracle | $628,094 | $54,358 ▼ | -8.0% | 3,686 | 0.1% | Computer and Technology |
DIA SPDR Dow Jones Industrial Average ETF Trust | $618,601 | | 0.0% | 1,462 | 0.1% | Finance |
ESGE iShares ESG Aware MSCI EM ETF | $606,154 | $610,705 ▼ | -50.2% | 16,648 | 0.1% | Manufacturing |
VB Vanguard Small-Cap ETF | $589,467 | $23,247 ▼ | -3.8% | 2,485 | 0.1% | ETF |
KKR KKR & Co. Inc. | $587,610 | | 0.0% | 4,500 | 0.1% | Finance |
IWO iShares Russell 2000 Growth ETF | $578,508 | | 0.0% | 2,037 | 0.1% | ETF |
MCD McDonald's | $577,960 | $2,741 ▼ | -0.5% | 1,898 | 0.1% | Retail/Wholesale |
GDX VanEck Gold Miners ETF | $567,395 | | 0.0% | 14,249 | 0.1% | ETF |
VBK Vanguard Small-Cap Growth ETF | $557,466 | $22,726 ▲ | 4.3% | 2,085 | 0.1% | ETF |
QQQ Invesco QQQ | $550,543 | | 0.0% | 1,128 | 0.1% | Finance |
BIP Brookfield Infrastructure Partners | $544,171 | $5,256 ▲ | 1.0% | 15,530 | 0.1% | Finance |
PKOH Park-Ohio | $531,294 | | 0.0% | 17,306 | 0.1% | Industrial Products |
JNJ Johnson & Johnson | $519,564 | $10,696 ▼ | -2.0% | 3,206 | 0.1% | Medical |
IJS iShares S&P Small-Cap 600 Value ETF | $506,142 | $2,153 ▲ | 0.4% | 4,701 | 0.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $502,280 | | 0.0% | 2,536 | 0.1% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $499,364 | | 0.0% | 5,432 | 0.1% | ETF |
GRAYSCALE BITCOIN TR BTC
| $489,093 | | 0.0% | 9,685 | 0.1% | SHS REP COM UT |
UBER Uber Technologies | $487,037 | $487,037 ▲ | New Holding | 6,480 | 0.1% | Computer and Technology |
NFLX Netflix | $480,176 | $480,176 ▲ | New Holding | 677 | 0.1% | Consumer Discretionary |
IEFA iShares Core MSCI EAFE ETF | $478,212 | $10,146 ▼ | -2.1% | 6,127 | 0.1% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $473,217 | | 0.0% | 3,828 | 0.1% | ETF |
TRS TriMas | $471,641 | | 0.0% | 18,474 | 0.1% | Industrial Products |
MFC Manulife Financial | $469,668 | | 0.0% | 15,894 | 0.1% | Finance |
PRCH Porch Group | $434,829 | $514 ▼ | -0.1% | 283,276 | 0.1% | Computer and Technology |
FDV Federated Hermes U.S. Strategic Dividend ETF | $425,398 | | 0.0% | 15,242 | 0.1% | ETF |
XLE Energy Select Sector SPDR Fund | $414,606 | $2,019 ▼ | -0.5% | 4,722 | 0.1% | ETF |
BRP The Baldwin Insurance Group | $408,360 | $408,360 ▲ | New Holding | 8,200 | 0.1% | Finance |
MRK Merck & Co., Inc. | $404,274 | $4,315 ▲ | 1.1% | 3,560 | 0.1% | Medical |
XLK Technology Select Sector SPDR Fund | $399,369 | | 0.0% | 1,769 | 0.1% | ETF |
BAM Brookfield Asset Management | $393,831 | $10,357 ▼ | -2.6% | 8,328 | 0.1% | Finance |
EEM iShares MSCI Emerging Markets ETF | $382,931 | | 0.0% | 8,350 | 0.1% | Finance |
