|
VOO
|
US |
VANGUARD S&P 500 ETF |
131,496 |
$71M |
17.94% |
-0.9%
|
- |
|
BIV
|
US |
VANGUARD INTERMEDIATE-TERM B |
527,836 |
$39M |
9.99% |
6.4%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
114,999 |
$34M |
8.57% |
-
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
59,437 |
$24M |
6.18% |
7.0%
|
- |
|
DFSI
|
US |
DIMENSIONAL INT SUS COR1 ETF |
640,886 |
$21M |
5.33% |
9.9%
|
- |
|
VCLT
|
US |
VANGUARD LONG-TERM CORP BOND |
256,127 |
$19M |
4.85% |
13.2%
|
- |
|
VYM
|
US |
VANGUARD HIGH DVD YIELD ETF |
132,467 |
$17M |
4.28% |
-3.0%
|
- |
|
IVOO
|
US |
VANGUARD S&P MID-CAP 400 ETF |
156,625 |
$17M |
4.18% |
14.7%
|
- |
|
BGRN
|
US |
ISHARES USD GREEN BOND ETF |
345,030 |
$16M |
4.07% |
0.8%
|
- |
|
IJR
|
US |
ISHARES CORE S&P SMALL-CAP E |
125,493 |
$14M |
3.66% |
1.0%
|
- |
|
DSI
|
US |
ISHARES MSCI KLD 400 SOCIAL |
102,385 |
$11M |
2.86% |
-3.5%
|
- |
|
DFLV
|
US |
DIM US LARGE CAP VALUE ETF |
373,443 |
$11M |
2.84% |
18.7%
|
- |
|
SUSB
|
US |
ISHARES ESG AWARE 1-5 YEAR U |
362,771 |
$9M |
2.27% |
-0.4%
|
- |
|
NYF
|
US |
ISHARES NEW YORK MUNI BOND E |
121,705 |
$6M |
1.64% |
14.8%
|
- |
|
NULG
|
US |
NUVEEN ESG LRG-CAP GRW ETF |
75,162 |
$6M |
1.63% |
1.4%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
44,460 |
$5M |
1.15% |
254.2%
|
- |
|
AAPL
|
US |
APPLE INC |
23,881 |
$4M |
1.13% |
28.7%
|
- |
|
ELQD
|
US |
ISHARES ESG ADV INV GR CB |
54,655 |
$4M |
1.11% |
-2.7%
|
- |
|
DFSE
|
US |
DIMENSIONAL EM SUS CORE1 ETF |
120,557 |
$4M |
1.01% |
-1.0%
|
- |
|
XJH
|
US |
ISHARES ESG SCREEN S&P MID |
95,177 |
$4M |
1.01% |
12.6%
|
- |