IWB iShares Russell 1000 ETF | $43,049,491 | $827,790 ▲ | 2.0% | 136,930 | 13.4% | ETF |
IVV iShares Core S&P 500 ETF | $31,319,072 | $639,118 ▲ | 2.1% | 54,296 | 9.8% | ETF |
EFA iShares MSCI EAFE ETF | $17,708,295 | $293,039 ▲ | 1.7% | 211,746 | 5.5% | Finance |
VO Vanguard Mid-Cap ETF | $13,464,833 | $315,013 ▲ | 2.4% | 51,036 | 4.2% | ETF |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $13,069,156 | $570,477 ▲ | 4.6% | 449,730 | 4.1% | ETF |
IWD iShares Russell 1000 Value ETF | $12,295,565 | $808,165 ▲ | 7.0% | 64,782 | 3.8% | ETF |
RDVY First Trust NASDAQ Rising Dividend Achievers | $11,631,713 | $242,702 ▲ | 2.1% | 196,448 | 3.6% | Manufacturing |
SPY SPDR S&P 500 ETF Trust | $11,495,847 | $240,979 ▲ | 2.1% | 20,036 | 3.6% | Finance |
MOAT VanEck Morningstar Wide Moat ETF | $10,648,237 | $65,441 ▲ | 0.6% | 109,832 | 3.3% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $10,040,463 | $258,195 ▲ | 2.6% | 126,422 | 3.1% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $9,582,474 | $323,109 ▲ | 3.5% | 114,417 | 3.0% | ETF |
IWF iShares Russell 1000 Growth ETF | $9,308,607 | $153,905 ▲ | 1.7% | 24,798 | 2.9% | ETF |
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $9,233,740 | $35,990 ▲ | 0.4% | 100,574 | 2.9% | ETF |
EEM iShares MSCI Emerging Markets ETF | $9,086,337 | $165,876 ▲ | 1.9% | 198,132 | 2.8% | Finance |
VB Vanguard Small-Cap ETF | $8,479,638 | $171,979 ▼ | -2.0% | 35,747 | 2.6% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $6,874,026 | $513,045 ▲ | 8.1% | 105,982 | 2.1% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $6,777,185 | $71,524 ▼ | -1.0% | 56,663 | 2.1% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $6,137,695 | $222,675 ▲ | 3.8% | 73,815 | 1.9% | Manufacturing |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | $5,477,847 | $111,838 ▼ | -2.0% | 104,181 | 1.7% | Manufacturing |
ANGL VanEck Fallen Angel High Yield Bond ETF | $4,920,572 | $160,079 ▲ | 3.4% | 167,309 | 1.5% | Manufacturing |
VONE Vanguard Russell 1000 | $4,831,175 | $277,501 ▲ | 6.1% | 18,576 | 1.5% | ETF |
TMO Thermo Fisher Scientific | $4,522,984 | $47,630 ▼ | -1.0% | 7,312 | 1.4% | Medical |
USFR WisdomTree Bloomberg Floating Rate Treasury Fund | $4,342,604 | $1,609,745 ▲ | 58.9% | 86,472 | 1.4% | Finance |
FLOT iShares Floating Rate Bond ETF | $4,174,138 | $226,362 ▼ | -5.1% | 81,782 | 1.3% | ETF |
TOTL SPDR Doubleline Total Return Tactical ETF | $4,060,023 | $184,769 ▲ | 4.8% | 98,068 | 1.3% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $3,775,577 | $89,407 ▲ | 2.4% | 71,494 | 1.2% | ETF |
SPTS SPDR Portfolio Short Term Treasury ETF | $3,551,063 | $18,440 ▼ | -0.5% | 120,743 | 1.1% | ETF |
AAPL Apple | $3,187,440 | $199,448 ▼ | -5.9% | 13,680 | 1.0% | Computer and Technology |
FALN iShares Fallen Angels USD Bond ETF | $2,175,569 | $34,613 ▼ | -1.6% | 79,574 | 0.7% | Manufacturing |
MSFT Microsoft | $2,166,133 | $11,618 ▲ | 0.5% | 5,034 | 0.7% | Computer and Technology |
IEMG iShares Core MSCI Emerging Markets ETF | $1,904,130 | $5,339 ▲ | 0.3% | 33,167 | 0.6% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $1,726,387 | $10,675 ▼ | -0.6% | 33,315 | 0.5% | ETF |
BNDX Vanguard Total International Bond ETF | $1,614,039 | $56,716 ▲ | 3.6% | 32,101 | 0.5% | ETF |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $1,350,676 | $17,781 ▲ | 1.3% | 14,433 | 0.4% | ETF |
ESGV Vanguard ESG US Stock ETF | $1,350,318 | $288,483 ▼ | -17.6% | 13,284 | 0.4% | ETF |
EFIV SPDR S&P 500 ESG ETF | $1,341,029 | $273,224 ▼ | -16.9% | 24,050 | 0.4% | ETF |
XVV iShares ESG Screened S&P 500 ETF | $1,338,095 | $277,684 ▼ | -17.2% | 30,257 | 0.4% | ETF |
SRLN SPDR Blackstone Senior Loan ETF | $1,275,546 | $8,811 ▲ | 0.7% | 30,545 | 0.4% | ETF |
KRMA Global X Conscious Companies ETF | $1,133,375 | $146,031 ▼ | -11.4% | 28,957 | 0.4% | Manufacturing |
SACH Sachem Capital | $1,067,415 | $31,319 ▲ | 3.0% | 423,578 | 0.3% | Finance |
NUSC Nuveen ESG Small-Cap ETF | $948,437 | $11,610 ▼ | -1.2% | 22,139 | 0.3% | ETF |
VOE Vanguard Mid-Cap Value ETF | $916,402 | $4,191 ▼ | -0.5% | 5,466 | 0.3% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $816,132 | $7,567 ▼ | -0.9% | 11,649 | 0.3% | ETF |
MBB iShares MBS ETF | $747,316 | $89,870 ▼ | -10.7% | 7,800 | 0.2% | ETF |
NUDM NuShares ESG International Developed Markets Equity ETF | $745,912 | $62,695 ▼ | -7.8% | 22,165 | 0.2% | ETF |
NVDA NVIDIA | $739,083 | $21,131 ▼ | -2.8% | 6,086 | 0.2% | Computer and Technology |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $668,862 | $19,069 ▲ | 2.9% | 14,697 | 0.2% | ETF |
ESGE iShares ESG Aware MSCI EM ETF | $652,977 | $61,496 ▼ | -8.6% | 17,934 | 0.2% | Manufacturing |
NUMG Nuveen ESG Mid-Cap Growth ETF | $589,967 | $53,246 ▼ | -8.3% | 13,163 | 0.2% | ETF |
VTI Vanguard Total Stock Market ETF | $558,958 | | 0.0% | 1,974 | 0.2% | ETF |
XLV Health Care Select Sector SPDR Fund | $524,439 | $59,914 ▼ | -10.3% | 3,405 | 0.2% | ETF |
XOM Exxon Mobil | $508,961 | $19,341 ▼ | -3.7% | 4,342 | 0.2% | Oils/Energy |
RTX RTX | $475,796 | $45,314 ▲ | 10.5% | 3,927 | 0.1% | Aerospace |
SHE SPDR MSCI USA Gender Diversity Index ETF | $473,786 | $94,394 ▼ | -16.6% | 4,171 | 0.1% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $469,389 | $61,071 ▼ | -11.5% | 3,720 | 0.1% | Manufacturing |
SUSC iShares ESG Aware USD Corporate Bond ETF | $458,219 | $35,804 ▲ | 8.5% | 19,261 | 0.1% | Manufacturing |
HEDJ WisdomTree Europe Hedged Equity Fund | $458,204 | $27,209 ▼ | -5.6% | 10,205 | 0.1% | Finance |
JNJ Johnson & Johnson | $457,657 | | 0.0% | 2,824 | 0.1% | Medical |
VLUE iShares MSCI USA Value Factor ETF | $422,748 | $499,294 ▼ | -54.2% | 3,877 | 0.1% | ETF |
VZ Verizon Communications | $418,203 | $37,051 ▲ | 9.7% | 9,312 | 0.1% | Computer and Technology |
MDY SPDR S&P MidCap 400 ETF Trust | $413,003 | | 0.0% | 725 | 0.1% | ETF |
IVW iShares S&P 500 Growth ETF | $393,164 | $96 ▲ | 0.0% | 4,106 | 0.1% | ETF |
ICLN iShares Global Clean Energy ETF | $389,519 | $93,604 ▲ | 31.6% | 26,516 | 0.1% | ETF |
VUG Vanguard Growth ETF | $346,495 | | 0.0% | 902 | 0.1% | ETF |
CARR Carrier Global | $336,690 | $3,622 ▼ | -1.1% | 4,183 | 0.1% | Computer and Technology |
META Meta Platforms | $330,321 | | 0.0% | 577 | 0.1% | Computer and Technology |
QUAL iShares MSCI USA Quality Factor ETF | $323,188 | $3,585 ▲ | 1.1% | 1,803 | 0.1% | ETF |
NOC Northrop Grumman | $314,730 | | 0.0% | 596 | 0.1% | Aerospace |
NOBL ProShares S&P 500 Aristocrats ETF | $304,813 | $641 ▲ | 0.2% | 2,855 | 0.1% | ETF |
AVGO Broadcom | $294,975 | $264,615 ▲ | 871.6% | 1,710 | 0.1% | Computer and Technology |
PG Procter & Gamble | $290,442 | $520 ▲ | 0.2% | 1,677 | 0.1% | Consumer Staples |
PHO Invesco Water Resources ETF | $282,864 | $52,129 ▼ | -15.6% | 4,010 | 0.1% | ETF |
GOOGL Alphabet | $278,628 | $23,717 ▼ | -7.8% | 1,680 | 0.1% | Computer and Technology |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $264,992 | $21,696 ▼ | -7.6% | 5,374 | 0.1% | Manufacturing |
GOOG Alphabet | $258,477 | $2,006 ▲ | 0.8% | 1,546 | 0.1% | Computer and Technology |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $251,927 | $21,034 ▲ | 9.1% | 10,013 | 0.1% | Manufacturing |
NEN New England Realty Associates Limited Partnership | $249,760 | | 0.0% | 3,122 | 0.1% | Real Estate |
CMCSA Comcast | $242,976 | $17,543 ▲ | 7.8% | 5,817 | 0.1% | Consumer Discretionary |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $238,678 | $37,686 ▼ | -13.6% | 1,900 | 0.1% | ETF |
MA Mastercard | $238,060 | | 0.0% | 482 | 0.1% | Business Services |
BRK.B Berkshire Hathaway | $234,733 | $92,052 ▼ | -28.2% | 510 | 0.1% | Finance |
SCHB Schwab US Broad Market ETF | $231,224 | | 0.0% | 3,476 | 0.1% | ETF |
SDY SPDR S&P Dividend ETF | $230,958 | | 0.0% | 1,626 | 0.1% | ETF |
OTIS Otis Worldwide | $213,493 | $213,493 ▲ | New Holding | 2,054 | 0.1% | Construction |
IBM International Business Machines | $204,706 | $204,706 ▲ | New Holding | 926 | 0.1% | Computer and Technology |
XLK Technology Select Sector SPDR Fund | $203,556 | $203,556 ▲ | New Holding | 902 | 0.1% | ETF |
VV Vanguard Large-Cap ETF | $203,524 | $203,524 ▲ | New Holding | 773 | 0.1% | ETF |
BRTX BioRestorative Therapies | $29,828 | | 0.0% | 17,142 | 0.0% | Medical |
