VTI Vanguard Total Stock Market ETF | $60,152,384 | $2,091,559 ▼ | -3.4% | 207,558 | 25.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $37,681,867 | $2,140,356 ▼ | -5.4% | 64,295 | 15.8% | Finance |
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $30,586,533 | $2,516,519 ▲ | 9.0% | 334,535 | 12.8% | ETF |
VIG Vanguard Dividend Appreciation ETF | $17,602,556 | $136,298 ▲ | 0.8% | 89,887 | 7.4% | ETF |
IWV iShares Russell 3000 ETF | $14,011,942 | $175,479 ▲ | 1.3% | 41,921 | 5.9% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $8,815,465 | $786,310 ▼ | -8.2% | 117,964 | 3.7% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $6,626,713 | $320,684 ▲ | 5.1% | 11,634 | 2.8% | ETF |
VOO Vanguard S&P 500 ETF | $4,497,447 | $1,666,539 ▲ | 58.9% | 8,347 | 1.9% | ETF |
VYM Vanguard High Dividend Yield ETF | $4,143,361 | $143,411 ▼ | -3.3% | 32,474 | 1.7% | ETF |
VUG Vanguard Growth ETF | $3,260,342 | $82,904 ▲ | 2.6% | 7,944 | 1.4% | ETF |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $2,108,138 | $17,966 ▲ | 0.9% | 102,089 | 0.9% | ETF |
VTV Vanguard Value ETF | $1,973,869 | $59,086 ▲ | 3.1% | 11,659 | 0.8% | ETF |
MSFT Microsoft | $1,949,016 | $6,323 ▼ | -0.3% | 4,624 | 0.8% | Computer and Technology |
VGT Vanguard Information Technology ETF | $1,784,566 | $71,507 ▲ | 4.2% | 2,870 | 0.7% | ETF |
QLTA iShares Aaa - A Rated Corporate Bond ETF | $1,713,777 | $134,849 ▼ | -7.3% | 36,627 | 0.7% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $1,519,807 | $54,521 ▲ | 3.7% | 31,388 | 0.6% | Manufacturing |
PKG Packaging Co. of America | $1,467,848 | | 0.0% | 6,520 | 0.6% | Industrial Products |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $1,408,404 | $47,979 ▲ | 3.5% | 72,300 | 0.6% | ETF |
HYBL SPDR Blackstone High Income ETF | $1,360,017 | $235,430 ▲ | 20.9% | 47,947 | 0.6% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $1,327,108 | $22,578 ▲ | 1.7% | 68,302 | 0.6% | ETF |
KO Coca-Cola | $1,263,753 | | 0.0% | 20,298 | 0.5% | Consumer Staples |
IEF iShares 7-10 Year Treasury Bond ETF | $1,203,514 | $22,188 ▲ | 1.9% | 13,018 | 0.5% | ETF |
IXN iShares Global Tech ETF | $1,184,890 | $94,073 ▲ | 8.6% | 13,981 | 0.5% | ETF |
VNQ Vanguard Real Estate ETF | $1,077,977 | $121,151 ▲ | 12.7% | 12,101 | 0.5% | ETF |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $1,034,400 | $116,915 ▲ | 12.7% | 51,386 | 0.4% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $999,843 | $530,576 ▼ | -34.7% | 19,945 | 0.4% | ETF |
AIRR First Trust RBA American Industrial Renaissance ETF | $826,177 | $27,195 ▲ | 3.4% | 10,724 | 0.3% | Manufacturing |
VOX Vanguard Communication Services ETF | $794,480 | $161,623 ▲ | 25.5% | 5,127 | 0.3% | ETF |
VIS Vanguard Industrials ETF | $785,812 | $111,423 ▲ | 16.5% | 3,089 | 0.3% | ETF |
IWF iShares Russell 1000 Growth ETF | $750,553 | | 0.0% | 1,869 | 0.3% | ETF |
VICI VICI Properties | $745,498 | $18,344 ▲ | 2.5% | 25,522 | 0.3% | Finance |
XLK Technology Select Sector SPDR Fund | $736,856 | $35,808 ▼ | -4.6% | 3,169 | 0.3% | ETF |
MPX Marine Products | $716,498 | | 0.0% | 78,135 | 0.3% | Consumer Discretionary |
BRK.A Berkshire Hathaway | $680,920 | | 0.0% | 1 | 0.3% | Finance |
IWD iShares Russell 1000 Value ETF | $667,209 | | 0.0% | 3,604 | 0.3% | ETF |
DFUS Dimensional U.S. Equity ETF | $649,676 | $5,291 ▲ | 0.8% | 10,191 | 0.3% | ETF |
IVOO Vanguard S&P Mid-Cap 400 ETF | $623,611 | $59,397 ▼ | -8.7% | 5,911 | 0.3% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $605,046 | | 0.0% | 11,871 | 0.3% | Finance |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $603,679 | $108,353 ▲ | 21.9% | 32,916 | 0.3% | ETF |
ARKK ARK Innovation ETF | $598,753 | $18,337 ▼ | -3.0% | 10,547 | 0.3% | ETF |
BAC Bank of America | $593,193 | $4,703 ▼ | -0.8% | 13,497 | 0.2% | Finance |
BLV Vanguard Long-Term Bond ETF | $585,816 | $110,101 ▼ | -15.8% | 8,561 | 0.2% | ETF |
SHV iShares Short Treasury Bond ETF | $579,399 | $100,200 ▼ | -14.7% | 5,262 | 0.2% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $578,288 | $27,891 ▲ | 5.1% | 10,429 | 0.2% | Manufacturing |
VFH Vanguard Financials ETF | $534,857 | $126,925 ▲ | 31.1% | 4,530 | 0.2% | ETF |
SCHB Schwab US Broad Market ETF | $523,485 | $348,990 ▲ | 200.0% | 23,061 | 0.2% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $515,261 | $14,968 ▼ | -2.8% | 10,775 | 0.2% | ETF |
IVOV Vanguard S&P Mid-Cap 400 Value ETF | $499,854 | $75,489 ▼ | -13.1% | 5,231 | 0.2% | ETF |
DFSV Dimensional US Small Cap Value ETF | $477,336 | $26,502 ▲ | 5.9% | 15,508 | 0.2% | ETF |
DFEV Dimensional Emerging Markets Value ETF | $471,492 | $5,714 ▼ | -1.2% | 17,989 | 0.2% | ETF |
GMED Globus Medical | $461,522 | | 0.0% | 5,580 | 0.2% | Medical |
DISV Dimensional International Small Cap Value ETF | $430,275 | $6,722 ▼ | -1.5% | 16,194 | 0.2% | ETF |
VXF Vanguard Extended Market ETF | $426,695 | $7,029 ▼ | -1.6% | 2,246 | 0.2% | ETF |
DLR Digital Realty Trust | $424,883 | $123,776 ▲ | 41.1% | 2,396 | 0.2% | Finance |
XLE Energy Select Sector SPDR Fund | $421,533 | $1,028 ▲ | 0.2% | 4,921 | 0.2% | ETF |
DFIV Dimensional International Value ETF | $393,473 | | 0.0% | 11,090 | 0.2% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $390,410 | | 0.0% | 4,029 | 0.2% | Finance |
HD Home Depot | $371,485 | | 0.0% | 955 | 0.2% | Retail/Wholesale |
DFAC Dimensional U.S. Core Equity 2 ETF | $368,729 | | 0.0% | 10,660 | 0.2% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $366,205 | $67,943 ▲ | 22.8% | 5,627 | 0.2% | ETF |
HDV iShares Core High Dividend ETF | $359,120 | $16,951 ▼ | -4.5% | 3,199 | 0.2% | ETF |
DUHP Dimensional US High Profitability ETF | $353,511 | | 0.0% | 10,462 | 0.1% | ETF |
GNR SPDR S&P Global Natural Resources ETF | $349,713 | $5,275 ▲ | 1.5% | 7,028 | 0.1% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $344,298 | | 0.0% | 3,432 | 0.1% | ETF |
VUSB Vanguard Ultra-Short Bond ETF | $342,428 | $1,241 ▼ | -0.4% | 6,901 | 0.1% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $334,039 | | 0.0% | 4,282 | 0.1% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $332,123 | $16,698 ▼ | -4.8% | 5,967 | 0.1% | ETF |
BSCU Invesco BulletShares 2030 Corporate Bond ETF | $330,723 | $87,268 ▲ | 35.8% | 20,203 | 0.1% | Manufacturing |
BSV Vanguard Short-Term Bond ETF | $314,783 | | 0.0% | 4,074 | 0.1% | ETF |
MAC Macerich | $313,581 | $313,581 ▲ | New Holding | 15,742 | 0.1% | Finance |
VOOV Vanguard S&P 500 Value ETF | $308,685 | | 0.0% | 1,673 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $289,570 | | 0.0% | 1,208 | 0.1% | Finance |
AAPL Apple | $286,981 | | 0.0% | 1,146 | 0.1% | Computer and Technology |
SSB SouthState | $276,554 | | 0.0% | 2,780 | 0.1% | Finance |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $274,684 | $195,217 ▼ | -41.5% | 3,422 | 0.1% | ETF |
OEF iShares S&P 100 ETF | $274,408 | | 0.0% | 950 | 0.1% | ETF |
VDE Vanguard Energy ETF | $265,184 | $8,492 ▲ | 3.3% | 2,186 | 0.1% | ETF |
PEP PepsiCo | $255,157 | | 0.0% | 1,678 | 0.1% | Consumer Staples |
BSCV Invesco BulletShares 2031 Corporate Bond ETF | $242,387 | $242,387 ▲ | New Holding | 15,102 | 0.1% | ETF |
BND Vanguard Total Bond Market ETF | $239,964 | $159,281 ▼ | -39.9% | 3,337 | 0.1% | ETF |
VNO Vornado Realty Trust | $232,902 | $232,902 ▲ | New Holding | 5,540 | 0.1% | Finance |
WMT Walmart | $230,393 | | 0.0% | 2,550 | 0.1% | Retail/Wholesale |
UCBI United Community Banks | $228,076 | | 0.0% | 7,059 | 0.1% | Finance |
BNDX Vanguard Total International Bond ETF | $226,856 | | 0.0% | 4,625 | 0.1% | ETF |
STEW SRH Total Return Fund | $223,896 | | 0.0% | 13,976 | 0.1% | Finance |
RXST RxSight | $223,401 | $34,380 ▲ | 18.2% | 6,498 | 0.1% | Medical |
ARCC Ares Capital | $221,439 | $221,439 ▲ | New Holding | 10,116 | 0.1% | Finance |
VEU Vanguard FTSE All-World ex-US ETF | $210,723 | $10,677 ▼ | -4.8% | 3,671 | 0.1% | ETF |
GLD SPDR Gold Shares | $205,568 | | 0.0% | 849 | 0.1% | Finance |
PK Park Hotels & Resorts | $152,617 | $46,318 ▼ | -23.3% | 10,847 | 0.1% | Finance |
ESRT Empire State Realty Trust | $131,921 | $4,262 ▼ | -3.1% | 12,783 | 0.1% | Finance |
GPN Global Payments | $0 | $685,497 ▼ | -100.0% | 0 | 0.0% | Business Services |
BSCO Invesco BulletShares 2024 Corporate Bond ETF | $0 | $513,744 ▼ | -100.0% | 0 | 0.0% | ETF |
LXP LXP Industrial Trust | $0 | $262,466 ▼ | -100.0% | 0 | 0.0% | Finance |
DFAI Dimensional International Core Equity Market ETF | $0 | $226,146 ▼ | -100.0% | 0 | 0.0% | ETF |
DIHP Dimensional International High Profitability ETF | $0 | $202,182 ▼ | -100.0% | 0 | 0.0% | ETF |
SPG Simon Property Group | $0 | $200,627 ▼ | -100.0% | 0 | 0.0% | Finance |
