| 1 | V | Visa Inc-class A Shares | Stock-Financials | 0.01% | — | — | |
| 2 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.01% | — | — | |
| 3 | BRT | Brt Apartments CORP | Stock-Other | 0.01% | — | — | |
| 4 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 0.01% | — | — | |
| 5 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.01% | — | — | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.01% | — | — | |
| 7 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.01% | — | — | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.01% | — | +54.05% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.01% | — | +14.84% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.01% | — | — | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.01% | — | +5.83% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.01% | — | +11.16% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.01% | — | +12.88% | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.01% | — | +2586.67% | |
| 15 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | — | — | — | |
| 16 | HP5A | Equity Commonwealth | Stock-Other | — | — | — | |
| 17 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | — | — | — | |
| 18 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | — | — | — | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | — | — | — | |
| 20 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | — | — | — | |
| 21 | IWC | Ishares Micro-cap ETF | ETF-Other | — | — | — | |
| 22 | DGRO | Ishares Core Dividend Growth | ETF-Other | — | — | — | |
| 23 | VV | Vanguard Large-cap ETF | ETF-Other | — | — | — | |
| 24 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | — | — | — | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | — | — | — | |
| 26 | DVY | Ishares Select Dividend ETF | ETF-Other | — | — | — | |
| 27 | VONE | Vanguard Russell 1000 | ETF-Other | — | — | — | |
| 28 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | — | — | — | |
| 29 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | — | — | — | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-Other | — | — | — | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | — | — | — | |
| 32 | IYW | Ishares Ustechnology ETF | ETF-Tech | — | — | — | |
| 33 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | — | — | — | |
| 34 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | — | — | — | |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | — | — | +383.33% | |
| 36 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | — | — | +33.33% | |