VV Vanguard Large-Cap ETF | $13,066,634 | $17,221 ▼ | -0.1% | 50,837 | 9.7% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $10,748,207 | $144,459 ▲ | 1.4% | 211,454 | 8.0% | ETF |
VNQ Vanguard Real Estate ETF | $10,053,860 | $307,565 ▲ | 3.2% | 111,043 | 7.5% | ETF |
VO Vanguard Mid-Cap ETF | $9,506,613 | $250,086 ▲ | 2.7% | 36,759 | 7.1% | ETF |
VB Vanguard Small-Cap ETF | $8,589,930 | $36,367 ▲ | 0.4% | 38,737 | 6.4% | ETF |
TIP iShares TIPS Bond ETF | $6,145,207 | $182,633 ▲ | 3.1% | 55,317 | 4.6% | ETF |
BND Vanguard Total Bond Market ETF | $5,635,378 | $154,686 ▲ | 2.8% | 76,724 | 4.2% | ETF |
BNDX Vanguard Total International Bond ETF | $5,277,632 | $195,914 ▲ | 3.9% | 108,104 | 3.9% | ETF |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $3,922,486 | $251,082 ▲ | 6.8% | 211,683 | 2.9% | ETF |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $3,826,553 | $311,192 ▲ | 8.9% | 188,037 | 2.8% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $3,707,239 | $179,002 ▲ | 5.1% | 190,310 | 2.8% | ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $3,606,304 | $209,731 ▲ | 6.2% | 184,089 | 2.7% | ETF |
BSCU Invesco BulletShares 2030 Corporate Bond ETF | $3,583,540 | $284,552 ▲ | 8.6% | 216,006 | 2.7% | Manufacturing |
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF | $3,555,148 | $182,031 ▲ | 5.4% | 68,513 | 2.6% | ETF |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $3,512,953 | $9,844 ▼ | -0.3% | 169,872 | 2.6% | ETF |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $2,569,939 | $48,722 ▲ | 1.9% | 110,821 | 1.9% | ETF |
BLV Vanguard Long-Term Bond ETF | $2,382,449 | $11,831 ▼ | -0.5% | 33,832 | 1.8% | ETF |
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | $2,332,729 | $17,264 ▼ | -0.7% | 101,203 | 1.7% | ETF |
EFA iShares MSCI EAFE ETF | $1,980,236 | $1,471 ▼ | -0.1% | 24,229 | 1.5% | Finance |
XLRE Real Estate Select Sector SPDR Fund | $1,618,088 | $56,623 ▲ | 3.6% | 38,664 | 1.2% | ETF |
AAPL Apple | $1,386,091 | $42,649 ▼ | -3.0% | 6,240 | 1.0% | Computer and Technology |
AGG iShares Core U.S. Aggregate Bond ETF | $1,270,430 | $33,435 ▲ | 2.7% | 12,843 | 0.9% | Finance |
BSCV Invesco BulletShares 2031 Corporate Bond ETF | $1,230,068 | $29,929 ▲ | 2.5% | 75,418 | 0.9% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $1,179,464 | $4,699 ▲ | 0.4% | 23,594 | 0.9% | ETF |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $1,068,981 | $5,391 ▼ | -0.5% | 46,599 | 0.8% | Manufacturing |
SPY SPDR S&P 500 ETF Trust | $1,066,757 | | 0.0% | 1,907 | 0.8% | Finance |
SCHP Schwab U.S. TIPS ETF | $1,063,257 | $5,539 ▲ | 0.5% | 39,541 | 0.8% | ETF |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $972,846 | $13,578 ▼ | -1.4% | 41,628 | 0.7% | Manufacturing |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $902,360 | $23,227 ▲ | 2.6% | 40,248 | 0.7% | Manufacturing |
BRK.B Berkshire Hathaway | $878,757 | $2,130 ▼ | -0.2% | 1,650 | 0.7% | Finance |
ICF iShares Cohen & Steers REIT ETF | $868,188 | $4,369 ▼ | -0.5% | 14,110 | 0.6% | ETF |
IJR iShares Core S&P Small-Cap ETF | $789,190 | | 0.0% | 7,547 | 0.6% | ETF |
IVV iShares Core S&P 500 ETF | $737,140 | $54,499 ▲ | 8.0% | 1,312 | 0.5% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $692,264 | $11,962 ▼ | -1.7% | 11,864 | 0.5% | ETF |
GOOGL Alphabet | $628,612 | | 0.0% | 4,065 | 0.5% | Computer and Technology |
RSP Invesco S&P 500 Equal Weight ETF | $609,596 | | 0.0% | 3,519 | 0.5% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $596,879 | $149,852 ▲ | 33.5% | 12,029 | 0.4% | ETF |
BSMU Invesco BulletShares 2030 Municipal Bond ETF | $524,977 | | 0.0% | 24,327 | 0.4% | Manufacturing |
BSMT Invesco BulletShares 2029 Municipal Bond ETF | $467,443 | | 0.0% | 20,556 | 0.3% | ETF |
BSMS Invesco BulletShares 2028 Municipal Bond ETF | $450,452 | | 0.0% | 19,437 | 0.3% | ETF |
VTI Vanguard Total Stock Market ETF | $445,241 | $63,213 ▼ | -12.4% | 1,620 | 0.3% | ETF |
CRH PLC ORD
| $439,850 | | 0.0% | 5,000 | 0.3% | Stock |
VNQI Vanguard Global ex-U.S. Real Estate ETF | $422,095 | $37,751 ▲ | 9.8% | 10,432 | 0.3% | ETF |
VOO Vanguard S&P 500 ETF | $421,415 | $72,463 ▲ | 20.8% | 820 | 0.3% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $403,040 | $996 ▲ | 0.2% | 8,905 | 0.3% | ETF |
QQQ Invesco QQQ | $389,204 | $48,768 ▼ | -11.1% | 830 | 0.3% | Finance |
BSMR Invesco BulletShares 2027 Municipal Bond ETF | $371,219 | | 0.0% | 15,763 | 0.3% | ETF |
BSMP Invesco BulletShares 2025 Municipal Bond ETF | $324,948 | $2,081 ▲ | 0.6% | 13,274 | 0.2% | ETF |
BSMQ Invesco BulletShares 2026 Municipal Bond ETF | $308,276 | $2,928 ▲ | 1.0% | 13,057 | 0.2% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $307,927 | | 0.0% | 12,719 | 0.2% | ETF |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $302,001 | $7,268 ▼ | -2.4% | 12,008 | 0.2% | ETF |
AMZN Amazon.com | $281,965 | $8,942 ▼ | -3.1% | 1,482 | 0.2% | Retail/Wholesale |
LLY Eli Lilly and Company | $279,158 | | 0.0% | 338 | 0.2% | Medical |
IWF iShares Russell 1000 Growth ETF | $264,318 | | 0.0% | 732 | 0.2% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $251,257 | $13,776 ▼ | -5.2% | 2,061 | 0.2% | Manufacturing |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $247,361 | $38,422 ▲ | 18.4% | 10,230 | 0.2% | ETF |
PRIM Primoris Services | $230,673 | $230,673 ▲ | New Holding | 4,018 | 0.2% | Construction |
HYLB Xtrackers USD High Yield Corporate Bond ETF | $230,456 | $8,893 ▼ | -3.7% | 6,375 | 0.2% | ETF |
MSFT Microsoft | $225,609 | | 0.0% | 601 | 0.2% | Computer and Technology |
TRV Travelers Companies | $214,742 | $8,198 ▼ | -3.7% | 812 | 0.2% | Finance |
IWR iShares Russell Mid-Cap ETF | $214,376 | $15,908 ▼ | -6.9% | 2,520 | 0.2% | ETF |
SCHA Schwab US Small-Cap ETF | $197,046 | $1,500 ▲ | 0.8% | 8,410 | 0.1% | ETF |
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | $175,295 | $16,490 ▲ | 10.4% | 7,824 | 0.1% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $169,237 | $40,474 ▲ | 31.4% | 3,136 | 0.1% | ETF |
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF | $164,453 | $3,416 ▼ | -2.0% | 3,274 | 0.1% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $153,005 | | 0.0% | 1,873 | 0.1% | Manufacturing |
SHY iShares 1-3 Year Treasury Bond ETF | $143,619 | $29,038 ▼ | -16.8% | 1,736 | 0.1% | Manufacturing |
NVDA NVIDIA | $143,062 | | 0.0% | 1,320 | 0.1% | Computer and Technology |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $139,781 | | 0.0% | 2,944 | 0.1% | ETF |
IAU iShares Gold Trust | $135,549 | $4,304 ▼ | -3.1% | 2,299 | 0.1% | Finance |
IQLT iShares MSCI Intl Quality Factor ETF | $115,390 | $115,390 ▲ | New Holding | 2,907 | 0.1% | ETF |
SDY SPDR S&P Dividend ETF | $115,328 | | 0.0% | 850 | 0.1% | ETF |
VOOV Vanguard S&P 500 Value ETF | $112,901 | $112,901 ▲ | New Holding | 613 | 0.1% | ETF |
BAC Bank of America | $110,793 | | 0.0% | 2,655 | 0.1% | Finance |
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF | $109,547 | | 0.0% | 1,599 | 0.1% | Manufacturing |
IWM iShares Russell 2000 ETF | $108,922 | | 0.0% | 546 | 0.1% | Finance |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $107,663 | | 0.0% | 2,803 | 0.1% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $104,091 | | 0.0% | 1,006 | 0.1% | ETF |
LOW Lowe's Companies | $94,925 | | 0.0% | 407 | 0.1% | Retail/Wholesale |
MDY SPDR S&P MidCap 400 ETF Trust | $87,491 | | 0.0% | 164 | 0.1% | ETF |
CB Chubb | $85,161 | | 0.0% | 282 | 0.1% | Finance |
CAT Caterpillar | $82,120 | | 0.0% | 249 | 0.1% | Industrials |
HD Home Depot | $75,130 | | 0.0% | 205 | 0.1% | Retail/Wholesale |
EZM WisdomTree U.S. MidCap Fund | $73,487 | | 0.0% | 1,233 | 0.1% | Finance |
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | $66,413 | $22,181 ▼ | -25.0% | 3,069 | 0.0% | Manufacturing |
SCHV Schwab U.S. Large-Cap Value ETF | $62,622 | $62,622 ▲ | New Holding | 2,356 | 0.0% | ETF |
ARISTA NETWORKS INC COM SHS
| $61,984 | | 0.0% | 800 | 0.0% | Stock |
VEU Vanguard FTSE All-World ex-US ETF | $61,509 | | 0.0% | 1,014 | 0.0% | ETF |
HYXF iShares ESG Advanced High Yield Corporate Bond ETF | $60,157 | | 0.0% | 1,299 | 0.0% | ETF |
GOOG Alphabet | $59,367 | | 0.0% | 380 | 0.0% | Computer and Technology |
RFG Invesco S&P MidCap 400 Pure Growth ETF | $59,127 | | 0.0% | 1,349 | 0.0% | ETF |
UNH UnitedHealth Group | $52,375 | | 0.0% | 100 | 0.0% | Medical |
IWB iShares Russell 1000 ETF | $52,146 | | 0.0% | 170 | 0.0% | ETF |
MDYG SPDR S&P 400 Mid Cap Growth ETF | $51,490 | | 0.0% | 648 | 0.0% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $50,051 | | 0.0% | 426 | 0.0% | ETF |
DE Deere & Company | $49,282 | | 0.0% | 105 | 0.0% | Industrials |
JPM JPMorgan Chase & Co. | $49,060 | $6,133 ▼ | -11.1% | 200 | 0.0% | Finance |
DVY iShares Select Dividend ETF | $48,344 | | 0.0% | 360 | 0.0% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $47,705 | $47,705 ▲ | New Holding | 195 | 0.0% | ETF |
YUM Yum! Brands | $47,051 | | 0.0% | 299 | 0.0% | Retail/Wholesale |
