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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 2,483,580 | +21,168 | +0.86% | $59.72 | 10.75% | 0.00% | 173,204,893 | 2025-03-31 | ||||||
| IJH | ISHARES CORE S&P MID-CAP ETF | 2,671,642 | -5,478 | -0.20% | $175.45 | 9.68% | 0.17% | 155,890,325 | 2025-03-31 | ||||||
| SCHB | SCHWAB US BROAD MARKET ETF | 4,893,337 | +18,549 | +0.38% | $14.19 | 6.54% | 0.00% | 105,353,538 | 2025-03-31 | ||||||
| UPS | UNITED PARCEL SERVICE | 784,421 | -328 | -0.04% | $168.60 | 5.36% | 0.11% | 86,278,497 | 2025-03-31 | ||||||
| IJR | ISHARES CORE S&P SMALL-CAP ETF | 776,706 | +5,917 | +0.77% | $84.09 | 5.04% | 0.10% | 81,220,191 | 2025-03-31 | ||||||
| VTV | VANGUARD VALUE INDEX FUND | 445,690 | +17,732 | +4.14% | $148.69 | 4.78% | 0.06% | 76,988,516 | 2025-03-31 | ||||||
| IVV | ISHARES CORE S&P 500 ETF | 128,458 | -710 | -0.55% | $200.52 | 4.48% | 0.01% | 72,180,373 | 2025-03-31 | ||||||
| BRK.A | BERKSHIRE HATHAWAY | 80 | +80 | Open | $734,810.30 | 3.97% | 0.00% | 63,875,328 | 2025-03-31 | ||||||
| RBLX | ROBLOX | 956,895 | -39,969 | -4.01% | $82.11 | 3.46% | 0.15% | 55,777,410 | 2025-03-31 | ||||||
| EFA | ISHARES MSCI EAFE ETF | 642,312 | -135,360 | -17.41% | $69.54 | 3.26% | 0.09% | 52,496,131 | 2025-03-31 | ||||||
| AAPL | APPLE | 230,314 | -9,942 | -4.14% | $56.76 | 3.18% | 0.00% | 51,159,718 | 2025-03-31 | ||||||
| AMZN | AMAZON | 255,468 | -34,521 | -11.90% | $157.82 | 3.02% | 0.00% | 48,605,266 | 2025-03-31 | ||||||
| IWM | ISHARES RUSSELL 2000 ETF | 231,388 | -5,652 | -2.38% | $121.79 | 2.87% | 0.07% | 46,159,525 | 2025-03-31 | ||||||
| SPYV | SPDR(R) PORTFOLIO S&P 500 VALUE ETF | 826,968 | -20,208 | -2.39% | $34.79 | 2.62% | 0.17% | 42,233,280 | 2025-03-31 | ||||||
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 95,383 | -545 | -0.57% | $84.28 | 2.14% | 0.04% | 34,441,953 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 55,477 | -2,318 | -4.01% | $0.00 | 1.83% | 0.00% | 29,545,738 | 2025-03-31 | ||||||
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 217,406 | -5,997 | -2.68% | $95.77 | 1.59% | 0.15% | 25,543,068 | 2025-03-31 | ||||||
| VT | VANGUARD TOTAL WORLD STOCK INDEX FUND | 215,258 | -5,286 | -2.40% | $93.45 | 1.55% | 0.06% | 24,959,194 | 2025-03-31 | ||||||
| FNDA | SCHWAB FUNDAMENTAL US SMALL COMPANY INDEX ETF | 846,162 | +58,574 | +7.44% | $26.12 | 1.44% | 0.00% | 23,176,375 | 2025-03-31 | ||||||
| VEA | VANGUARD TAX-MANAGED FUNDS | 373,976 | -92,285 | -19.79% | $45.92 | 1.18% | 0.01% | 19,009,219 | 2025-03-31 | ||||||
| ADP | AUTOMATIC DATA PROCESSING | 51,071 | +47 | +0.09% | $141.09 | 0.97% | 0.01% | 15,603,669 | 2025-03-31 | ||||||
| EFV | ISHARES MSCI EAFE VALUE ETF | 252,005 | -2,010 | -0.79% | $48.81 | 0.92% | 0.07% | 14,853,175 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 37,467 | -117 | -0.31% | $290.29 | 0.87% | 0.00% | 14,064,774 | 2025-03-31 | ||||||
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | 351,963 | +10,581 | +3.10% | $33.70 | 0.84% | 0.77% | 13,518,893 | 2025-03-31 | ||||||
| SPY | SPDR S&P 500 ETF | 24,158 | +315 | +1.32% | $349.69 | 0.84% | 0.00% | 13,513,968 | 2025-03-31 | ||||||
| CHRW | C H ROBINSON WORLDWIDE | 112,931 | +18,904 | +20.10% | $74.34 | 0.72% | 0.10% | 11,564,174 | 2025-03-31 | ||||||
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | 219,617 | +33,685 | +18.12% | $50.64 | 0.65% | 0.28% | 10,427,415 | 2025-03-31 | ||||||
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 159,831 | -395,321 | -71.21% | $56.94 | 0.60% | 0.02% | 9,695,352 | 2025-03-31 | ||||||
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | 74,197 | -5,966 | -7.44% | $105.89 | 0.58% | 0.07% | 9,346,608 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 71,248 | -572 | -0.80% | $28.29 | 0.48% | 0.00% | 7,721,879 | 2025-03-31 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 27,017 | -574 | -2.08% | $167.17 | 0.46% | 0.00% | 7,425,425 | 2025-03-31 | ||||||
| PRFZ | INVESCO FTSE RAFI US 1500 SMALL-MID ETF | 194,861 | -6,396 | -3.18% | $27.09 | 0.46% | 0.32% | 7,377,448 | 2025-03-31 | ||||||
| GIS | GENERAL MILLS | 119,922 | -747 | -0.62% | $52.49 | 0.45% | 0.02% | 7,170,136 | 2025-03-31 | ||||||
| SUSA | ISHARES MSCI USA ESG SELECT ETF | 59,733 | -235 | -0.39% | $76.51 | 0.43% | 0.20% | 6,861,542 | 2025-03-31 | ||||||
| MGK | VANGUARD WORLD FUND | 20,720 | -734 | -3.42% | $164.87 | 0.40% | 0.03% | 6,399,994 | 2025-03-31 | ||||||
| ONB | OLD NATIONAL BANCORP | 278,002 | 0 | 0.00% | $18.92 | 0.37% | 0.09% | 5,890,871 | 2025-03-31 | ||||||
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | 62,306 | -2,776 | -4.27% | $69.12 | 0.32% | 0.06% | 5,089,744 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 20,582 | -391 | -1.86% | $119.98 | 0.31% | 0.00% | 5,048,856 | 2025-03-31 | ||||||
| GOOG | ALPHABET | 31,698 | +701 | +2.26% | $114.03 | 0.31% | 0.00% | 4,952,126 | 2025-03-31 | ||||||
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | 73,051 | +13,781 | +23.25% | $57.77 | 0.31% | 0.66% | 4,919,254 | 2025-03-31 | ||||||
| UNH | UNITEDHEALTH GROUP | 9,065 | +1,530 | +20.31% | $309.16 | 0.29% | 0.00% | 4,747,649 | 2025-03-31 | ||||||
| MMM | 3M | 28,625 | -68 | -0.24% | $101.27 | 0.26% | 0.01% | 4,203,826 | 2025-03-31 | ||||||
| USXF | ISHARES ESG ADVANCED MSCI USA ETF | 82,625 | +4,886 | +6.29% | $34.11 | 0.24% | 0.31% | 3,856,109 | 2025-03-31 | ||||||
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | 145,273 | +51,793 | +55.41% | $24.22 | 0.23% | 0.37% | 3,630,372 | 2025-03-31 | ||||||
| DSI | ISHARES MSCI KLD 400 SOCIAL ETF | 34,213 | -1,751 | -4.87% | $69.08 | 0.22% | 0.08% | 3,503,798 | 2025-03-31 | ||||||
| IWB | ISHARES RUSSELL 1000 ETF | 10,873 | +6 | +0.06% | $108.28 | 0.21% | 0.01% | 3,335,184 | 2025-03-31 | ||||||
| AGG | ISHARES CORE US AGGREGATE BOND ETF | 31,262 | -19,011 | -37.82% | $96.27 | 0.19% | 0.00% | 3,092,431 | 2025-03-31 | ||||||
| VB | VANGUARD SMALL-CAP INDEX FUND | 13,933 | +439 | +3.25% | $146.31 | 0.19% | 0.01% | 3,089,749 | 2025-03-31 | ||||||
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 14,847 | +643 | +4.53% | $122.65 | 0.17% | 0.00% | 2,793,612 | 2025-03-31 | ||||||
| VOO | VANGUARD 500 INDEX FUND | 5,396 | +252 | +4.90% | $363.73 | 0.17% | 0.00% | 2,773,005 | 2025-03-31 | ||||||