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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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| IEFA | ISHARES CORE MSCI EAFE ETF | 200,431 | +4,774 | +2.44% | $69.87 | 10.17% | 0.01% | 16,732,018 | 2025-06-30 | ||||||
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 301,082 | +15,115 | +5.29% | $53.07 | 9.65% | 0.07% | 15,885,072 | 2025-06-30 | ||||||
| SPTS | SPDR(R) PORTFOLIO SHORT TERM TREASURY ETF | 504,368 | +24,181 | +5.04% | $29.80 | 8.98% | 0.26% | 14,772,926 | 2025-06-30 | ||||||
| SPEM | SPDR(R) PORTFOLIO EMERGING MARKETS ETF | 263,223 | +10,852 | +4.30% | $40.01 | 6.84% | 0.09% | 11,250,169 | 2025-06-30 | ||||||
| DFAT | DIMENSIONAL US TARGETED VALUE ETF | 187,289 | +9,430 | +5.30% | $49.60 | 6.14% | 0.00% | 10,106,135 | 2025-06-30 | ||||||
| IJH | ISHARES CORE S&P MID-CAP ETF | 140,957 | +5,295 | +3.90% | $226.95 | 5.31% | 0.01% | 8,742,169 | 2025-06-30 | ||||||
| VOO | VANGUARD 500 INDEX FUND | 12,299 | -883 | -6.70% | $406.15 | 4.24% | 0.00% | 6,986,224 | 2025-06-30 | ||||||
| FLRN | SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | 207,496 | +16,185 | +8.46% | $30.66 | 3.89% | 0.23% | 6,397,104 | 2025-06-30 | ||||||
| SPAB | SPDR(R) PORTFOLIO AGGREGATE BOND ETF | 189,378 | +17,490 | +10.18% | $25.87 | 2.95% | 0.05% | 4,848,082 | 2025-06-30 | ||||||
| VB | VANGUARD SMALL-CAP INDEX FUND | 19,257 | +142 | +0.74% | $210.55 | 2.77% | 0.01% | 4,563,514 | 2025-06-30 | ||||||
| NUDM | NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF | 126,504 | +2,585 | +2.09% | $28.32 | 2.73% | 0.00% | 4,489,644 | 2025-06-30 | ||||||
| XVV | ISHARES ESG SCREENED S&P 500 ETF | 88,618 | +1,841 | +2.12% | $32.21 | 2.57% | 1.01% | 4,226,073 | 2025-06-30 | ||||||
| AAPL | APPLE | 20,034 | +35 | +0.18% | $150.47 | 2.50% | 0.00% | 4,110,360 | 2025-06-30 | ||||||
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | 49,446 | -1,788 | -3.49% | $78.30 | 2.49% | 0.01% | 4,100,053 | 2025-06-30 | ||||||
| USRT | ISHARES CORE US REIT ETF | 43,255 | +1,745 | +4.20% | $57.59 | 1.49% | 0.08% | 2,446,486 | 2025-06-30 | ||||||
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | 44,950 | +1,733 | +4.01% | $50.04 | 1.30% | 0.05% | 2,136,913 | 2025-06-30 | ||||||
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 24,199 | +2,378 | +10.90% | $76.02 | 1.19% | 0.01% | 1,951,610 | 2025-06-30 | ||||||
| SPYV | SPDR(R) PORTFOLIO S&P 500 VALUE ETF | 36,647 | +1,062 | +2.98% | $41.84 | 1.17% | 0.01% | 1,918,087 | 2025-06-30 | ||||||
| MSFT | MICROSOFT | 3,498 | +21 | +0.60% | $303.11 | 1.06% | 0.00% | 1,740,160 | 2025-06-30 | ||||||
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | 69,075 | +1,678 | +2.49% | $25.03 | 1.06% | 0.18% | 1,738,627 | 2025-06-30 | ||||||
| NVDA | NVIDIA | 10,032 | +70 | +0.70% | $59.18 | 0.96% | 0.00% | 1,584,956 | 2025-06-30 | ||||||
| SPDW | SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | 37,000 | +716 | +1.97% | $31.46 | 0.91% | 0.01% | 1,498,128 | 2025-06-30 | ||||||
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 28,903 | +1,253 | +4.53% | $52.14 | 0.90% | 0.01% | 1,476,656 | 2025-06-30 | ||||||
| AMZN | AMAZON | 6,686 | -111 | -1.63% | $143.00 | 0.89% | 0.00% | 1,466,842 | 2025-06-30 | ||||||
| SPYG | SPDR(R) PORTFOLIO S&P 500 GROWTH ETF | 15,234 | +21 | +0.14% | $67.96 | 0.88% | 0.00% | 1,452,065 | 2025-06-30 | ||||||
| SPTM | SPDR(R) PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 19,177 | +626 | +3.37% | $50.53 | 0.87% | 0.01% | 1,436,200 | 2025-06-30 | ||||||
| XJR | ISHARES ESG SCREENED S&P SMALL-CAP ETF | 34,450 | +1,469 | +4.45% | $35.76 | 0.83% | 1.41% | 1,362,498 | 2025-06-30 | ||||||
| IYW | ISHARES US TECHNOLOGY ETF | 6,273 | +3 | +0.05% | $88.82 | 0.66% | 0.01% | 1,086,939 | 2025-06-30 | ||||||
| HYXF | ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF | 22,883 | +442 | +1.97% | $46.08 | 0.66% | 0.59% | 1,086,928 | 2025-06-30 | ||||||
| IVV | ISHARES CORE S&P 500 ETF | 1,741 | -3 | -0.17% | $436.99 | 0.66% | 0.00% | 1,080,798 | 2025-06-30 | ||||||
| IJR | ISHARES CORE S&P SMALL-CAP ETF | 9,278 | -120 | -1.28% | $104.19 | 0.62% | 0.00% | 1,014,039 | 2025-06-30 | ||||||
| VHT | VANGUARD HEALTH CARE INDEX FUND | 3,897 | +15 | +0.39% | $231.19 | 0.59% | 0.01% | 967,782 | 2025-06-30 | ||||||
| NUEM | NUVEEN ESG EMERGING MARKETS EQUITY ETF | 27,458 | +601 | +2.24% | $26.88 | 0.55% | 0.00% | 911,870 | 2025-06-30 | ||||||
| XJH | ISHARES ESG SCREENED S&P MID-CAP ETF | 21,743 | +850 | +4.07% | $35.84 | 0.55% | 0.32% | 902,335 | 2025-06-30 | ||||||
| NFLX | NETFLIX | 669 | 0 | 0.00% | $325.44 | 0.54% | 0.00% | 895,878 | 2025-06-30 | ||||||
| JPM | JPMORGAN CHASE | 2,967 | +14 | +0.47% | $164.18 | 0.52% | 0.00% | 860,163 | 2025-06-30 | ||||||
| NULV | NUVEEN ESG LARGE-CAP VALUE ETF | 20,516 | +685 | +3.45% | $36.36 | 0.52% | 0.00% | 859,921 | 2025-06-30 | ||||||
| TSLA | TESLA | 2,486 | +2,486 | Open | $296.48 | 0.48% | 0.00% | 789,703 | 2025-06-30 | ||||||
| BGRN | ISHARES USD GREEN BOND ETF | 16,112 | +362 | +2.30% | $47.40 | 0.47% | 0.19% | 768,065 | 2025-06-30 | ||||||
| GOOGL | ALPHABET | 4,140 | +20 | +0.49% | $109.59 | 0.44% | 0.00% | 729,654 | 2025-06-30 | ||||||
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND | 3,323 | 0 | 0.00% | $154.04 | 0.41% | 0.00% | 680,134 | 2025-06-30 | ||||||
| TOST | TOAST | 15,021 | -1,382 | -8.43% | $37.50 | 0.40% | 0.00% | 665,280 | 2025-06-30 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 2,167 | -32 | -1.46% | $231.99 | 0.40% | 0.00% | 658,622 | 2025-06-30 | ||||||
| DFAC | DIMENSIONAL US CORE EQUITY 2 ETF | 18,203 | -668 | -3.54% | $26.43 | 0.40% | 0.00% | 652,392 | 2025-06-30 | ||||||
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND | 4,329 | -172 | -3.82% | $118.12 | 0.35% | 0.00% | 577,149 | 2025-06-30 | ||||||
| META | META | 709 | +5 | +0.71% | $477.05 | 0.32% | 0.00% | 523,045 | 2025-06-30 | ||||||
| PHYL | PGIM ACTIVE HIGH YIELD BOND ETF | 14,250 | -442 | -3.01% | $35.24 | 0.31% | 0.00% | 505,730 | 2025-06-30 | ||||||
| IYJ | ISHARES US INDUSTRIALS ETF | 3,518 | +7 | +0.20% | $100.73 | 0.30% | 0.03% | 500,642 | 2025-06-30 | ||||||
| MGV | VANGUARD MEGA CAP VALUE INDEX FUND | 3,636 | +3,636 | Open | $123.98 | 0.29% | 0.01% | 477,043 | 2025-06-30 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 949 | +3 | +0.32% | $0.00 | 0.28% | 0.00% | 460,996 | 2025-06-30 | ||||||