V VANGUARD FTSE VEA
9.93% 10.27% $20.4M 427,116 $21.7M 410,748 +16,368 +3.98% Add S SCHWAB US SCHX
7.15% 7.11% $14.7M 635,073 $15.0M 221,294 +413,779 +186.98% Add V VANGUARD TOTAL BNDX
4.57% 4.47% $9.4M 191,752 $9.4M 187,603 +4,149 +2.21% Add V VANGUARD MALVERN FDS VTIP
4.17% 4.04% $8.6M 177,157 $8.5M 173,203 +3,954 +2.28% Add S SEI QIM SEIM
3.98% 4.05% $8.2M 212,007 $8.6M 236,893 -24,886 -10.51% Reduce V VANGUARD FSTE VWO
3.96% 4.28% $8.1M 184,894 $9.0M 188,708 -3,814 -2.02% Reduce S SEI QIM SEIV
3.88% 3.95% $8.0M 240,780 $8.3M 252,888 -12,108 -4.79% Reduce S STATE STREET SPHY
3.58% 3.49% $7.4M 313,655 $7.4M 306,078 +7,577 +2.48% Add S SCHWAB US SCHP
3.4% 3.32% $7.0M 270,766 $7.0M 130,777 +139,989 +107.04% Add V VANGUARD BD INDEX FDS BSV
3.32% 3.23% $6.8M 88,505 $6.8M 86,557 +1,948 +2.25% Add S SCHWAB US SCHA
3.18% 3.28% $6.5M 253,224 $6.9M 134,612 +118,612 +88.11% Add A ABRDN BLOOMBERG BCI
2.6% 2.55% $5.3M 270,662 $5.4M 263,520 +7,142 +2.71% Add I ISHARES TR ITOT
2.57% 2.61% $5.3M 40,991 $5.5M 43,741 -2,750 -6.29% Reduce I ISHARES TR IEI
2.56% 2.68% $5.3M 48,253 $5.7M 49,411 -1,158 -2.34% Reduce V VANGUARD MUN BD FDS VTEB
2.48% 2.46% $5.1M 101,724 $5.2M 101,714 +10 +0.01% Add V VANGUARD TOTAL BND
2.17% 2.06% $4.5M 62,160 $4.3M 57,867 +4,293 +7.42% Add I ISHARES MSCI EAFE ETF EFA
2.14% 2.18% $4.4M 57,700 $4.6M 54,618 +3,082 +5.64% Add I ISHARES TR MUB
2.06% 1.77% $4.2M 39,725 $3.7M 34,421 +5,304 +15.41% Add S SEI QIM SEIQ
1.99% 1.97% $4.1M 117,111 $4.2M 119,583 -2,472 -2.07% Reduce V VANGUARD EMERGING VWOB
1.99% 1.99% $4.1M 64,746 $4.2M 63,360 +1,386 +2.19% Add V VANGUARD INDEX FDS VUG
1.94% 1.83% $4.0M 9,701 $3.9M 10,059 -358 -3.56% Reduce V VANECK JPM EMLC
1.86% 1.9% $3.8M 165,560 $4.0M 158,031 +7,529 +4.76% Add S SIMPLIFY MBS ETF MTBA
1.64% 1.6% $3.4M 67,974 $3.4M 65,557 +2,417 +3.69% Add I INVESCO EXCHANGE TRADED FD T RSP
1.59% 1.62% $3.3M 18,647 $3.4M 19,123 -476 -2.49% Reduce I ISHARES BROAD USIG
1.47% 1.46% $3.0M 60,039 $3.1M 58,591 +1,448 +2.47% Add V VANGUARD INDEX FDS VTV
1.29% 1.28% $2.7M 15,719 $2.7M 15,510 +209 +1.35% Add S SCHWAB U.S. LARGE-CAP VALUE ETF SCHV
1.26% 1.25% $2.6M 99,627 $2.6M 32,775 +66,852 +203.97% Add ISHARES MBS MBB
1.17% 1.19% $2.4M 26,204 $2.5M 26,228 -24 -0.09% Reduce S SCHWAB U.S. LARGE-CAP GROWTH ETF SCHG
1.09% 1.01% $2.2M 80,160 $2.1M 20,462 +59,698 +291.75% Add I ISHARES TR IDEV
0.9% 1.01% $1.8M 28,614 $2.1M 30,234 -1,620 -5.36% Reduce I ISHARES INC IEMG
0.84% 0.81% $1.7M 32,943 $1.7M 29,651 +3,292 +11.10% Add FIFTH THIRD BANCORP COM FITB
0.81% 0.88% $1.7M 39,394 $1.9M 44,655 -5,261 -11.78% Reduce MICROSOFT CORP MSFT
0.77% 0.79% $1.6M 3,759 $1.7M 3,865 -106 -2.74% Reduce V VANECK ETF TRUST HYD
0.76% 0.79% $1.6M 30,117 $1.7M 31,301 -1,184 -3.78% Reduce I ISHARES INC ESGE
0.75% 0.81% $1.6M 46,504 $1.7M 46,718 -214 -0.46% Reduce S SCHWAB SHORT-TERM U.S. TREASURY ETF SCHO
0.72% 0.64% $1.5M 61,319 $1.3M 27,454 +33,865 +123.35% Add I ISHARES ESG AWARE US AGGREGATE BOND ETF EAGG
0.71% 0.67% $1.5M 31,477 $1.4M 29,287 +2,190 +7.48% Add I INVESCO EXCH TRADED FD TR II BKLN
0.67% 0.64% $1.4M 65,677 $1.3M 64,047 +1,630 +2.55% Add I ISHARES TR IEFA
0.58% 0.63% $1.2M 17,022 $1.3M 17,111 -89 -0.52% Reduce I ISHARES TR USXF
0.57% 0.55% $1.2M 23,622 $1.2M 23,595 +27 +0.11% Add S SPDR SERIES TRUST HYMB
0.55% 0.55% $1.1M 43,963 $1.2M 44,507 -544 -1.22% Reduce S SEI QiM U.S. Large Cap Low Volatility Active ETF SELV
0.47% 0.49% $962,453 33,027 $1.0M 34,567 -1,540 -4.46% Reduce V VANGUARD SMALL VBR
0.44% 0.43% $895,575 4,519 $910,738 4,536 -17 -0.37% Reduce APPLE INC AAPL
0.43% 0.42% $895,001 3,574 $877,478 3,766 -192 -5.10% Reduce V VANGUARD INDEX FDS VBK
0.4% 0.38% $813,854 2,906 $810,933 3,033 -127 -4.19% Reduce I ISHARES TR DMXF
0.32% 0.31% $667,008 10,322 $646,487 8,974 +1,348 +15.02% Add ELI LILLY & CO LLY
0.3% 0.34% $609,108 789 $710,524 802 -13 -1.62% Reduce EXXON MOBIL CORP XOM
0.28% 0.3% $578,619 5,379 $640,256 5,462 -83 -1.52% Reduce D DIMENSIONAL ETF TRUST DFSB
0.26% 0.24% $538,996 10,581 $504,477 9,488 +1,093 +11.52% Add I ISHARES TR USMV
0.23% 0.22% $478,933 5,394 $459,563 5,033 +361 +7.17% Add 
