IWB iShares Russell 1000 ETF | $44,951,454 | $837,941 ▲ | 1.9% | 139,531 | 13.8% | ETF |
IVV iShares Core S&P 500 ETF | $32,769,080 | $805,908 ▲ | 2.5% | 55,665 | 10.1% | ETF |
EFA iShares MSCI EAFE ETF | $16,524,974 | $514,829 ▲ | 3.2% | 218,555 | 5.1% | Finance |
VO Vanguard Mid-Cap ETF | $13,657,296 | $177,230 ▲ | 1.3% | 51,707 | 4.2% | ETF |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $12,995,675 | $457,204 ▲ | 3.6% | 466,129 | 4.0% | ETF |
IWD iShares Russell 1000 Value ETF | $12,280,075 | $286,952 ▲ | 2.4% | 66,332 | 3.8% | ETF |
RDVY First Trust NASDAQ Rising Dividend Achievers | $11,838,984 | $221,065 ▲ | 1.9% | 200,186 | 3.6% | Manufacturing |
SPY SPDR S&P 500 ETF Trust | $11,503,085 | $239,709 ▼ | -2.0% | 19,627 | 3.5% | Finance |
MOAT VanEck Morningstar Wide Moat ETF | $10,326,090 | $141,870 ▲ | 1.4% | 111,362 | 3.2% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $10,148,449 | $286,296 ▲ | 2.9% | 130,092 | 3.1% | ETF |
IWF iShares Russell 1000 Growth ETF | $10,124,797 | $166,257 ▲ | 1.7% | 25,212 | 3.1% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $9,532,381 | $348,131 ▲ | 3.8% | 118,754 | 2.9% | ETF |
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $8,663,494 | $532,034 ▼ | -5.8% | 94,755 | 2.7% | ETF |
VB Vanguard Small-Cap ETF | $8,645,410 | $56,225 ▲ | 0.7% | 35,981 | 2.7% | ETF |
EEM iShares MSCI Emerging Markets ETF | $8,506,482 | $220,601 ▲ | 2.7% | 203,407 | 2.6% | Finance |
DFAS Dimensional U.S. Small Cap ETF | $7,092,464 | $195,174 ▲ | 2.8% | 108,981 | 2.2% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $6,532,494 | $14,906 ▼ | -0.2% | 56,534 | 2.0% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $6,296,685 | $245,286 ▲ | 4.1% | 76,807 | 1.9% | Manufacturing |
USFR WisdomTree Bloomberg Floating Rate Treasury Fund | $6,065,207 | $1,713,946 ▲ | 39.4% | 120,533 | 1.9% | Finance |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | $5,329,388 | $91,158 ▲ | 1.7% | 105,994 | 1.6% | Manufacturing |
ANGL VanEck Fallen Angel High Yield Bond ETF | $5,008,359 | $211,613 ▲ | 4.4% | 174,690 | 1.5% | Manufacturing |
VONE Vanguard Russell 1000 | $4,911,960 | $42,676 ▼ | -0.9% | 18,416 | 1.5% | ETF |
FLOT iShares Floating Rate Bond ETF | $4,353,878 | $192,785 ▲ | 4.6% | 85,571 | 1.3% | ETF |
TOTL SPDR Doubleline Total Return Tactical ETF | $3,931,214 | $68,302 ▲ | 1.8% | 99,802 | 1.2% | ETF |
TMO Thermo Fisher Scientific | $3,782,592 | $21,329 ▼ | -0.6% | 7,271 | 1.2% | Medical |
AAPL Apple | $3,519,904 | $94,158 ▲ | 2.7% | 14,056 | 1.1% | Computer and Technology |
SPTS SPDR Portfolio Short Term Treasury ETF | $3,503,121 | $348 ▲ | 0.0% | 120,755 | 1.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $3,356,306 | $62,549 ▼ | -1.8% | 70,186 | 1.0% | ETF |
MSFT Microsoft | $2,316,993 | $195,155 ▲ | 9.2% | 5,497 | 0.7% | Computer and Technology |
FALN iShares Fallen Angels USD Bond ETF | $2,129,431 | $4,007 ▲ | 0.2% | 79,724 | 0.7% | Manufacturing |
IEMG iShares Core MSCI Emerging Markets ETF | $1,674,443 | $57,547 ▼ | -3.3% | 32,065 | 0.5% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $1,658,381 | $4,692 ▼ | -0.3% | 33,221 | 0.5% | ETF |
VTI Vanguard Total Stock Market ETF | $1,618,298 | $1,046,213 ▲ | 182.9% | 5,584 | 0.5% | ETF |
BNDX Vanguard Total International Bond ETF | $1,605,318 | $30,755 ▲ | 2.0% | 32,728 | 0.5% | ETF |
XVV iShares ESG Screened S&P 500 ETF | $1,353,406 | $17,214 ▼ | -1.3% | 29,877 | 0.4% | ETF |
ESGV Vanguard ESG US Stock ETF | $1,353,398 | $39,963 ▼ | -2.9% | 12,903 | 0.4% | ETF |
EFIV SPDR S&P 500 ESG ETF | $1,338,014 | $20,333 ▼ | -1.5% | 23,690 | 0.4% | ETF |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $1,302,735 | $17,630 ▲ | 1.4% | 14,631 | 0.4% | ETF |
SRLN SPDR Blackstone Senior Loan ETF | $1,289,450 | $14,814 ▲ | 1.2% | 30,900 | 0.4% | ETF |
NVDA NVIDIA | $1,212,908 | $395,619 ▲ | 48.4% | 9,032 | 0.4% | Computer and Technology |
KRMA Global X Conscious Companies ETF | $1,115,551 | $16,379 ▼ | -1.4% | 28,538 | 0.3% | Manufacturing |
NUSC Nuveen ESG Small-Cap ETF | $930,367 | $3,141 ▲ | 0.3% | 22,214 | 0.3% | ETF |
VOE Vanguard Mid-Cap Value ETF | $891,105 | $6,795 ▲ | 0.8% | 5,508 | 0.3% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $810,791 | $21,286 ▼ | -2.6% | 11,351 | 0.2% | ETF |
MBB iShares MBS ETF | $696,676 | $18,428 ▼ | -2.6% | 7,599 | 0.2% | ETF |
NUDM NuShares ESG International Developed Markets Equity ETF | $681,702 | $15,421 ▲ | 2.3% | 22,678 | 0.2% | ETF |
NUMG Nuveen ESG Mid-Cap Growth ETF | $636,310 | $12,650 ▲ | 2.0% | 13,430 | 0.2% | ETF |
ESGE iShares ESG Aware MSCI EM ETF | $607,766 | $8,949 ▲ | 1.5% | 18,202 | 0.2% | Manufacturing |
SACH Sachem Capital | $585,757 | $13,925 ▲ | 2.4% | 433,893 | 0.2% | Finance |
BRK.B Berkshire Hathaway | $564,784 | $333,612 ▲ | 144.3% | 1,246 | 0.2% | Finance |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $564,619 | $95,593 ▼ | -14.5% | 12,569 | 0.2% | ETF |
XOM Exxon Mobil | $491,617 | $24,527 ▲ | 5.3% | 4,570 | 0.2% | Oils/Energy |
SHE SPDR MSCI USA Gender Diversity Index ETF | $482,653 | $347 ▼ | -0.1% | 4,168 | 0.1% | ETF |
XLV Health Care Select Sector SPDR Fund | $461,272 | $7,154 ▼ | -1.5% | 3,353 | 0.1% | ETF |
AVGO Broadcom | $457,187 | $60,742 ▲ | 15.3% | 1,972 | 0.1% | Computer and Technology |
HEDJ WisdomTree Europe Hedged Equity Fund | $454,163 | $8,001 ▲ | 1.8% | 10,388 | 0.1% | Finance |
ESGU iShares ESG Aware MSCI USA ETF | $452,158 | $27,052 ▼ | -5.6% | 3,510 | 0.1% | Manufacturing |
RTX RTX | $452,117 | $2,314 ▼ | -0.5% | 3,907 | 0.1% | Aerospace |
SUSC iShares ESG Aware USD Corporate Bond ETF | $445,811 | $8,202 ▲ | 1.9% | 19,622 | 0.1% | Manufacturing |
IVW iShares S&P 500 Growth ETF | $416,957 | $102 ▲ | 0.0% | 4,107 | 0.1% | ETF |
VLUE iShares MSCI USA Value Factor ETF | $409,766 | $317 ▲ | 0.1% | 3,880 | 0.1% | ETF |
JNJ Johnson & Johnson | $408,408 | | 0.0% | 2,824 | 0.1% | Medical |
MDY SPDR S&P MidCap 400 ETF Trust | $401,554 | $11,392 ▼ | -2.8% | 705 | 0.1% | ETF |
VZ Verizon Communications | $372,387 | | 0.0% | 9,312 | 0.1% | Computer and Technology |
VUG Vanguard Growth ETF | $370,526 | $410 ▲ | 0.1% | 903 | 0.1% | ETF |
META Meta Platforms | $337,865 | | 0.0% | 577 | 0.1% | Computer and Technology |
QUAL iShares MSCI USA Quality Factor ETF | $320,989 | | 0.0% | 1,803 | 0.1% | ETF |
GOOGL Alphabet | $318,024 | | 0.0% | 1,680 | 0.1% | Computer and Technology |
ICLN iShares Global Clean Energy ETF | $309,820 | $8,068 ▲ | 2.7% | 27,225 | 0.1% | ETF |
GOOG Alphabet | $296,324 | $1,904 ▲ | 0.6% | 1,556 | 0.1% | Computer and Technology |
CARR Carrier Global | $285,531 | | 0.0% | 4,183 | 0.1% | Computer and Technology |
NOBL ProShares S&P 500 Aristocrats ETF | $285,347 | $1,095 ▲ | 0.4% | 2,866 | 0.1% | ETF |
NOC Northrop Grumman | $279,697 | | 0.0% | 596 | 0.1% | Aerospace |
PG Procter & Gamble | $278,230 | $2,849 ▼ | -1.0% | 1,660 | 0.1% | Consumer Staples |
IBM International Business Machines | $270,377 | $66,825 ▲ | 32.8% | 1,230 | 0.1% | Computer and Technology |
PHO Invesco Water Resources ETF | $270,331 | $6,513 ▲ | 2.5% | 4,109 | 0.1% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $260,985 | $775 ▲ | 0.3% | 5,390 | 0.1% | Manufacturing |
MA Mastercard | $257,025 | $3,160 ▲ | 1.2% | 488 | 0.1% | Business Services |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $255,104 | $7,781 ▲ | 3.1% | 10,328 | 0.1% | Manufacturing |
VV Vanguard Large-Cap ETF | $249,742 | $41,264 ▲ | 19.8% | 926 | 0.1% | ETF |
NEN New England Realty Associates Limited Partnership | $248,823 | | 0.0% | 3,122 | 0.1% | Real Estate |
SCHB Schwab US Broad Market ETF | $236,716 | $157,811 ▲ | 200.0% | 10,428 | 0.1% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $236,661 | $7,717 ▼ | -3.2% | 1,840 | 0.1% | ETF |
CMCSA Comcast | $218,313 | | 0.0% | 5,817 | 0.1% | Consumer Discretionary |
VIG Vanguard Dividend Appreciation ETF | $205,426 | $205,426 ▲ | New Holding | 1,049 | 0.1% | ETF |
T AT&T | $204,361 | $204,361 ▲ | New Holding | 8,975 | 0.1% | Computer and Technology |
TMUS T-Mobile US | $203,513 | $203,513 ▲ | New Holding | 922 | 0.1% | Computer and Technology |
OBDC Blue Owl Capital | $162,840 | $162,840 ▲ | New Holding | 10,770 | 0.1% | Finance |
BRTX BioRestorative Therapies | $24,514 | | 0.0% | 17,142 | 0.0% | Medical |
SDY SPDR S&P Dividend ETF | $0 | $230,958 ▼ | -100.0% | 0 | 0.0% | ETF |
OTIS Otis Worldwide | $0 | $213,493 ▼ | -100.0% | 0 | 0.0% | Construction |
XLK Technology Select Sector SPDR Fund | $0 | $203,556 ▼ | -100.0% | 0 | 0.0% | ETF |
