|
VUSB
|
US |
VANGUARD ULTRA SHORT BOND ET |
248,094 |
$12M |
34.55% |
104.5%
|
- |
|
ISTB
|
US |
ISHARES CORE 1-5 YEAR USD BO |
58,355 |
$3M |
7.82% |
255.4%
|
- |
|
SPTM
|
US |
SPDR PORTFOLIO S&P 1500 COMP |
19,569 |
$1M |
3.92% |
9.9%
|
- |
|
ESGU
|
US |
ISHARES ESG AWARE MSCI USA |
7,183 |
$1M |
2.60% |
84.0%
|
- |
|
VGT
|
US |
VANGUARD INFO TECH ETF |
1,475 |
$1M |
2.57% |
-47.2%
|
- |
|
CATH
|
US |
GLOBAL X S&P 500 CA VAL ETF |
11,185 |
$1M |
2.22% |
20.9%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
3,554 |
$1M |
1.89% |
30.2%
|
- |
|
DFSV
|
US |
DIMENSIONAL US SMALL CAP VAL |
21,475 |
$1M |
1.86% |
39.6%
|
- |
|
SPDW
|
US |
SPDR PORTFOLIO DEVELOPED WOR |
18,868 |
$1M |
1.80% |
9.9%
|
- |
|
SPYG
|
US |
SPDR PORTFOLIO S&P 500 GROWT |
6,862 |
$1M |
1.69% |
70.1%
|
- |
|
SPSM
|
US |
SPDR PORTFOLIO S&P 600 SMALL |
12,993 |
$1M |
1.64% |
32.3%
|
- |
|
SUSA
|
US |
ISHARES MSCI USA ESG SELECT |
4,343 |
$1M |
1.48% |
-2.4%
|
- |
|
LLY
|
US |
ELI LILLY & CO |
519 |
$0M |
1.12% |
100.0%
|
- |
|
BLD
|
US |
TOPBUILD CORP |
1,239 |
$0M |
1.08% |
-
|
- |
|
EFIV
|
US |
SPDR S&P 500 ESG ETF |
6,758 |
$0M |
1.07% |
25.2%
|
- |
|
ESML
|
US |
ISHARES ESG AWARE MSCI USA S |
8,990 |
$0M |
1.06% |
65.6%
|
- |
|
NUSC
|
US |
NUVEEN ESG SMALL-CAP ETF |
8,974 |
$0M |
1.05% |
4.7%
|
- |
|
NUMG
|
US |
NUVEEN ESG MID-CAP GROW ETF |
7,241 |
$0M |
0.96% |
0.0%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
1,753 |
$0M |
0.93% |
-17.9%
|
- |
|
VPU
|
US |
VANGUARD UTILITIES ETF |
1,822 |
$0M |
0.83% |
29.9%
|
- |