VV Vanguard Large-Cap ETF | $13,728,809 | $89,271 ▲ | 0.7% | 50,904 | 10.5% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $9,975,826 | $76,464 ▲ | 0.8% | 208,612 | 7.6% | ETF |
VNQ Vanguard Real Estate ETF | $9,588,527 | $319,422 ▲ | 3.4% | 107,646 | 7.3% | ETF |
VO Vanguard Mid-Cap ETF | $9,453,741 | $95,351 ▲ | 1.0% | 35,792 | 7.2% | ETF |
VB Vanguard Small-Cap ETF | $9,268,320 | $35,321 ▲ | 0.4% | 38,573 | 7.1% | ETF |
TIP iShares TIPS Bond ETF | $5,718,956 | $191,900 ▲ | 3.5% | 53,673 | 4.4% | ETF |
BND Vanguard Total Bond Market ETF | $5,365,780 | $420,386 ▲ | 8.5% | 74,618 | 4.1% | ETF |
BNDX Vanguard Total International Bond ETF | $5,105,679 | $412,708 ▲ | 8.8% | 104,091 | 3.9% | ETF |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $3,633,759 | $394,273 ▲ | 12.2% | 198,133 | 2.8% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $3,519,181 | $191,016 ▲ | 5.7% | 181,121 | 2.7% | ETF |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $3,517,686 | $105,811 ▲ | 3.1% | 170,348 | 2.7% | ETF |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $3,477,357 | $200,173 ▲ | 6.1% | 172,745 | 2.7% | ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $3,377,501 | $181,437 ▲ | 5.7% | 173,383 | 2.6% | ETF |
BSCU Invesco BulletShares 2030 Corporate Bond ETF | $3,255,240 | $1,598,170 ▲ | 96.4% | 198,854 | 2.5% | Manufacturing |
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF | $3,092,637 | $577,089 ▲ | 22.9% | 65,005 | 2.4% | ETF |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $2,530,458 | $2,203,980 ▲ | 675.1% | 108,720 | 1.9% | ETF |
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | $2,352,033 | $94,702 ▼ | -3.9% | 101,952 | 1.8% | ETF |
BLV Vanguard Long-Term Bond ETF | $2,326,620 | $74,452 ▲ | 3.3% | 34,000 | 1.8% | ETF |
EFA iShares MSCI EAFE ETF | $1,833,316 | $66,839 ▼ | -3.5% | 24,247 | 1.4% | Finance |
AAPL Apple | $1,610,701 | $50,334 ▼ | -3.0% | 6,432 | 1.2% | Computer and Technology |
XLRE Real Estate Select Sector SPDR Fund | $1,517,438 | $59,663 ▲ | 4.1% | 37,311 | 1.2% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $1,211,735 | $37,016 ▲ | 3.2% | 12,505 | 0.9% | Finance |
BSCV Invesco BulletShares 2031 Corporate Bond ETF | $1,181,007 | $1,065,062 ▲ | 918.6% | 73,583 | 0.9% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $1,173,120 | $57,957 ▼ | -4.7% | 23,500 | 0.9% | ETF |
SPY SPDR S&P 500 ETF Trust | $1,117,655 | $1,113,552 ▲ | 27,142.9% | 1,907 | 0.9% | Finance |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $1,068,284 | $57,504 ▲ | 5.7% | 46,834 | 0.8% | Manufacturing |
SCHP Schwab U.S. TIPS ETF | $1,016,023 | $622,865 ▲ | 158.4% | 39,335 | 0.8% | ETF |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $984,314 | $39,807 ▲ | 4.2% | 42,209 | 0.8% | Manufacturing |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $870,377 | $648,943 ▲ | 293.1% | 39,212 | 0.7% | Manufacturing |
IJR iShares Core S&P Small-Cap ETF | $869,565 | $2,535 ▲ | 0.3% | 7,547 | 0.7% | ETF |
ICF iShares Cohen & Steers REIT ETF | $854,547 | $46,460 ▼ | -5.2% | 14,181 | 0.7% | ETF |
GOOGL Alphabet | $769,505 | $31,802 ▼ | -4.0% | 4,065 | 0.6% | Computer and Technology |
IJH iShares Core S&P Mid-Cap ETF | $752,019 | | 0.0% | 12,069 | 0.6% | ETF |
BRK.B Berkshire Hathaway | $749,725 | $63,006 ▲ | 9.2% | 1,654 | 0.6% | Finance |
IVV iShares Core S&P 500 ETF | $715,246 | $31,200 ▼ | -4.2% | 1,215 | 0.5% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $616,634 | | 0.0% | 3,519 | 0.5% | ETF |
VTI Vanguard Total Stock Market ETF | $536,149 | $16,519 ▲ | 3.2% | 1,850 | 0.4% | ETF |
BSMU Invesco BulletShares 2030 Municipal Bond ETF | $528,382 | $377,037 ▲ | 249.1% | 24,327 | 0.4% | Manufacturing |
QQQ Invesco QQQ | $477,489 | $7,157 ▼ | -1.5% | 934 | 0.4% | Finance |
BSMT Invesco BulletShares 2029 Municipal Bond ETF | $471,555 | $34,571 ▲ | 7.9% | 20,556 | 0.4% | ETF |
CRH PLC ORD
| $462,600 | $462,600 ▲ | New Holding | 5,000 | 0.4% | Stock |
BSMS Invesco BulletShares 2028 Municipal Bond ETF | $453,465 | $12,715 ▲ | 2.9% | 19,437 | 0.3% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $451,621 | $24,965 ▲ | 5.9% | 9,009 | 0.3% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $391,207 | $1,629 ▼ | -0.4% | 8,883 | 0.3% | ETF |
VNQI Vanguard Global ex-U.S. Real Estate ETF | $375,773 | $40,390 ▼ | -9.7% | 9,499 | 0.3% | ETF |
BSMR Invesco BulletShares 2027 Municipal Bond ETF | $372,007 | | 0.0% | 15,763 | 0.3% | ETF |
VOO Vanguard S&P 500 ETF | $365,852 | $73,817 ▼ | -16.8% | 679 | 0.3% | ETF |
AMZN Amazon.com | $335,447 | $12,066 ▼ | -3.5% | 1,529 | 0.3% | Retail/Wholesale |
BSMP Invesco BulletShares 2025 Municipal Bond ETF | $323,262 | $15,049 ▼ | -4.4% | 13,189 | 0.2% | ETF |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $308,040 | $25,927 ▼ | -7.8% | 12,297 | 0.2% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $306,146 | $24,214 ▼ | -7.3% | 12,719 | 0.2% | ETF |
BSMQ Invesco BulletShares 2026 Municipal Bond ETF | $304,831 | $2,239 ▲ | 0.7% | 12,933 | 0.2% | ETF |
IWF iShares Russell 1000 Growth ETF | $293,957 | | 0.0% | 732 | 0.2% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $280,055 | $18,164 ▼ | -6.1% | 2,174 | 0.2% | Manufacturing |
LLY Eli Lilly and Company | $260,936 | | 0.0% | 338 | 0.2% | Medical |
MSFT Microsoft | $253,322 | | 0.0% | 601 | 0.2% | Computer and Technology |
IWR iShares Russell Mid-Cap ETF | $239,299 | | 0.0% | 2,707 | 0.2% | ETF |
HYLB Xtrackers USD High Yield Corporate Bond ETF | $238,886 | $34,529 ▼ | -12.6% | 6,621 | 0.2% | ETF |
SCHA Schwab US Small-Cap ETF | $215,828 | $107,914 ▲ | 100.0% | 8,346 | 0.2% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $207,038 | $22,546 ▲ | 12.2% | 8,641 | 0.2% | ETF |
TRV Travelers Companies | $203,070 | | 0.0% | 843 | 0.2% | Finance |
NVDA NVIDIA | $177,263 | | 0.0% | 1,320 | 0.1% | Computer and Technology |
SHY iShares 1-3 Year Treasury Bond ETF | $171,092 | $10,903 ▼ | -6.0% | 2,087 | 0.1% | Manufacturing |
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF | $165,095 | $7,410 ▼ | -4.3% | 3,342 | 0.1% | ETF |
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | $158,771 | $75,779 ▲ | 91.3% | 7,088 | 0.1% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $142,610 | | 0.0% | 1,873 | 0.1% | Manufacturing |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $136,719 | | 0.0% | 2,944 | 0.1% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $124,625 | $52,702 ▲ | 73.3% | 2,386 | 0.1% | ETF |
IWM iShares Russell 2000 ETF | $120,644 | $36,679 ▼ | -23.3% | 546 | 0.1% | Finance |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $117,866 | | 0.0% | 2,803 | 0.1% | ETF |
IAU iShares Gold Trust | $117,438 | $4,654 ▼ | -3.8% | 2,372 | 0.1% | Finance |
BAC Bank of America | $116,687 | | 0.0% | 2,655 | 0.1% | Finance |
SDY SPDR S&P Dividend ETF | $112,285 | | 0.0% | 850 | 0.1% | ETF |
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF | $110,235 | | 0.0% | 1,599 | 0.1% | Manufacturing |
STIP iShares 0-5 Year TIPS Bond ETF | $101,204 | $59,656 ▼ | -37.1% | 1,006 | 0.1% | ETF |
LOW Lowe's Companies | $100,448 | $247 ▼ | -0.2% | 407 | 0.1% | Retail/Wholesale |
MDY SPDR S&P MidCap 400 ETF Trust | $93,411 | | 0.0% | 164 | 0.1% | ETF |
CAT Caterpillar | $90,327 | $363 ▼ | -0.4% | 249 | 0.1% | Industrial Products |
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | $88,758 | $40,802 ▲ | 85.1% | 4,094 | 0.1% | Manufacturing |
ARISTA NETWORKS INC COM SHS
| $88,424 | $88,424 ▲ | New Holding | 800 | 0.1% | Stock |
HD Home Depot | $79,743 | $90,635 ▼ | -53.2% | 205 | 0.1% | Retail/Wholesale |
CB Chubb | $77,917 | | 0.0% | 282 | 0.1% | Finance |
EZM WisdomTree U.S. MidCap Fund | $77,075 | | 0.0% | 1,233 | 0.1% | Finance |
GOOG Alphabet | $72,367 | | 0.0% | 380 | 0.1% | Computer and Technology |
RFG Invesco S&P MidCap 400 Pure Growth ETF | $65,316 | $48 ▼ | -0.1% | 1,349 | 0.0% | ETF |
HYXF iShares ESG Advanced High Yield Corporate Bond ETF | $60,007 | | 0.0% | 1,299 | 0.0% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $58,214 | | 0.0% | 1,014 | 0.0% | ETF |
MDYG SPDR S&P 400 Mid CapGrowth ETF | $56,305 | | 0.0% | 648 | 0.0% | ETF |
IWB iShares Russell 1000 ETF | $54,767 | | 0.0% | 170 | 0.0% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $53,996 | | 0.0% | 426 | 0.0% | ETF |
JPM JPMorgan Chase & Co. | $53,935 | $12,705 ▼ | -19.1% | 225 | 0.0% | Finance |
UNH UnitedHealth Group | $50,586 | | 0.0% | 100 | 0.0% | Medical |
VGT Vanguard Information Technology ETF | $47,879 | | 0.0% | 77 | 0.0% | ETF |
DVY iShares Select Dividend ETF | $47,264 | | 0.0% | 360 | 0.0% | ETF |
EES WisdomTree U.S. SmallCap Fund | $44,878 | | 0.0% | 832 | 0.0% | Finance |
DE Deere & Company | $44,489 | $424 ▼ | -0.9% | 105 | 0.0% | Industrial Products |
VIG Vanguard Dividend Appreciation ETF | $43,474 | | 0.0% | 222 | 0.0% | ETF |
IDXX IDEXX Laboratories | $41,344 | | 0.0% | 100 | 0.0% | Medical |
IWV iShares Russell 3000 ETF | $40,779 | | 0.0% | 122 | 0.0% | ETF |
YUM Yum! Brands | $40,114 | | 0.0% | 299 | 0.0% | Retail/Wholesale |
