IVV iShares Core S&P 500 ETF | $57,033,434 | $4,721,782 ▼ | -7.6% | 96,884 | 12.0% | ETF |
AAPL Apple | $43,168,734 | $505,849 ▼ | -1.2% | 172,385 | 9.1% | Computer and Technology |
IVE iShares S&P 500 Value ETF | $18,653,157 | $1,198,343 ▼ | -6.0% | 97,722 | 3.9% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $18,455,836 | $50,097 ▼ | -0.3% | 296,194 | 3.9% | ETF |
IVW iShares S&P 500 Growth ETF | $17,306,363 | $211,284 ▼ | -1.2% | 170,456 | 3.6% | ETF |
IJR iShares Core S&P Small-Cap ETF | $12,551,403 | $49,314 ▼ | -0.4% | 108,934 | 2.6% | ETF |
EUSA iShares MSCI USA Equal Weighted ETF | $11,318,875 | $1,288,316 ▼ | -10.2% | 118,696 | 2.4% | ETF |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $10,825,260 | $164,717 ▲ | 1.5% | 465,102 | 2.3% | ETF |
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | $10,578,462 | $75,393 ▲ | 0.7% | 458,538 | 2.2% | ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $9,971,082 | $31,226 ▼ | -0.3% | 511,863 | 2.1% | ETF |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $9,953,799 | $63,228 ▲ | 0.6% | 494,476 | 2.1% | ETF |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $9,611,558 | $198,550 ▼ | -2.0% | 465,451 | 2.0% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $9,376,461 | $41,347 ▼ | -0.4% | 482,576 | 2.0% | ETF |
VTI Vanguard Total Stock Market ETF | $8,800,124 | $402,258 ▲ | 4.8% | 30,365 | 1.8% | ETF |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $8,097,056 | $243,344 ▲ | 3.1% | 355,134 | 1.7% | ETF |
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | $7,876,763 | $219,722 ▲ | 2.9% | 351,641 | 1.7% | ETF |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | $7,584,022 | $242,009 ▲ | 3.3% | 355,057 | 1.6% | ETF |
AMZN Amazon.com | $6,945,584 | $2,413 ▼ | 0.0% | 31,659 | 1.5% | Retail/Wholesale |
EFA iShares MSCI EAFE ETF | $6,879,156 | $245,960 ▼ | -3.5% | 90,982 | 1.4% | Finance |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $6,526,863 | $216,597 ▼ | -3.2% | 50,745 | 1.4% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $6,225,339 | $359,935 ▼ | -5.5% | 57,318 | 1.3% | ETF |
VV Vanguard Large-Cap ETF | $6,199,810 | $340,358 ▲ | 5.8% | 22,988 | 1.3% | ETF |
MSFT Microsoft | $5,828,659 | $12,645 ▼ | -0.2% | 13,828 | 1.2% | Computer and Technology |
RSP Invesco S&P 500 Equal Weight ETF | $5,438,376 | $613,298 ▲ | 12.7% | 31,036 | 1.1% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $5,261,537 | $455,352 ▼ | -8.0% | 42,106 | 1.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $4,944,187 | $209,690 ▼ | -4.1% | 51,024 | 1.0% | Finance |
DVY iShares Select Dividend ETF | $4,753,991 | $355,794 ▼ | -7.0% | 36,210 | 1.0% | ETF |
QQQ Invesco QQQ | $4,578,317 | $825,682 ▼ | -15.3% | 8,955 | 1.0% | Finance |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $4,243,094 | $8,966 ▼ | -0.2% | 53,949 | 0.9% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $4,074,804 | $242,544 ▲ | 6.3% | 85,211 | 0.9% | ETF |
LLY Eli Lilly and Company | $4,051,456 | $22,388 ▼ | -0.5% | 5,248 | 0.8% | Medical |
GOOGL Alphabet | $3,837,300 | | 0.0% | 20,271 | 0.8% | Computer and Technology |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $3,689,186 | $278,330 ▲ | 8.2% | 147,273 | 0.8% | ETF |
JPM JPMorgan Chase & Co. | $3,665,972 | $1,918 ▼ | -0.1% | 15,293 | 0.8% | Finance |
GOOG Alphabet | $3,602,658 | | 0.0% | 18,918 | 0.8% | Computer and Technology |
COST Costco Wholesale | $3,529,084 | $20,156 ▲ | 0.6% | 3,852 | 0.7% | Retail/Wholesale |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $3,354,308 | $379,489 ▲ | 12.8% | 139,356 | 0.7% | ETF |
VT Vanguard Total World Stock ETF | $3,276,028 | $328,942 ▲ | 11.2% | 27,886 | 0.7% | ETF |
SPY SPDR S&P 500 ETF Trust | $3,024,125 | $65,640 ▼ | -2.1% | 5,160 | 0.6% | Finance |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $2,780,940 | $62,822 ▼ | -2.2% | 26,029 | 0.6% | Finance |
IJK iShares S&P Mid-Cap 400 Growth ETF | $2,732,811 | $74,744 ▼ | -2.7% | 30,054 | 0.6% | ETF |
INTU Intuit | $2,725,176 | | 0.0% | 4,336 | 0.6% | Computer and Technology |
IBDW iShares iBonds Dec 2031 Term Corporate ETF | $2,699,298 | $409,421 ▲ | 17.9% | 132,644 | 0.6% | ETF |
COR Cencora | $2,671,670 | $19,772 ▼ | -0.7% | 11,891 | 0.6% | Medical |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $2,399,409 | $86,895 ▲ | 3.8% | 130,829 | 0.5% | ETF |
IBM International Business Machines | $2,326,241 | | 0.0% | 10,582 | 0.5% | Computer and Technology |
DFAS Dimensional U.S. Small Cap ETF | $2,272,398 | | 0.0% | 34,917 | 0.5% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $2,259,123 | $352,812 ▲ | 18.5% | 94,287 | 0.5% | ETF |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $2,212,231 | $375,291 ▲ | 20.4% | 88,845 | 0.5% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $1,892,348 | $209,776 ▲ | 12.5% | 32,962 | 0.4% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $1,891,839 | $1,332,902 ▲ | 238.5% | 68,273 | 0.4% | ETF |
VO Vanguard Mid-Cap ETF | $1,844,035 | | 0.0% | 6,982 | 0.4% | ETF |
HDV iShares Core High Dividend ETF | $1,839,353 | $103,053 ▲ | 5.9% | 16,385 | 0.4% | ETF |
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | $1,833,914 | $217,429 ▲ | 13.5% | 84,590 | 0.4% | Manufacturing |
LOW Lowe's Companies | $1,833,738 | | 0.0% | 7,430 | 0.4% | Retail/Wholesale |
HD Home Depot | $1,764,950 | $12,448 ▲ | 0.7% | 4,537 | 0.4% | Retail/Wholesale |
IJT iShares S&P Small-Cap 600 Growth ETF | $1,732,145 | $85,416 ▼ | -4.7% | 12,796 | 0.4% | ETF |
IWF iShares Russell 1000 Growth ETF | $1,725,072 | $100,790 ▼ | -5.5% | 4,296 | 0.4% | ETF |
IWO iShares Russell 2000 Growth ETF | $1,687,370 | $106,774 ▼ | -6.0% | 5,863 | 0.4% | ETF |
SCHX Schwab US Large-Cap ETF | $1,597,054 | $1,128,239 ▲ | 240.7% | 68,898 | 0.3% | ETF |
VB Vanguard Small-Cap ETF | $1,582,904 | $7,689 ▼ | -0.5% | 6,588 | 0.3% | ETF |
IBHE iShares iBonds 2025 Term High Yield and Income ETF | $1,497,591 | $172,423 ▲ | 13.0% | 64,551 | 0.3% | ETF |
AMGN Amgen | $1,480,435 | $7,819 ▼ | -0.5% | 5,680 | 0.3% | Medical |
JNJ Johnson & Johnson | $1,437,966 | $289 ▼ | 0.0% | 9,943 | 0.3% | Medical |
MCD McDonald's | $1,402,488 | | 0.0% | 4,838 | 0.3% | Retail/Wholesale |
IBHF iShares iBonds 2026 Term High Yield and Income ETF | $1,391,813 | $189,041 ▲ | 15.7% | 60,122 | 0.3% | ETF |
XLF Financial Select Sector SPDR Fund | $1,385,897 | $112,028 ▲ | 8.8% | 28,676 | 0.3% | ETF |
BSCU Invesco BulletShares 2030 Corporate Bond ETF | $1,300,205 | $112,953 ▲ | 9.5% | 79,426 | 0.3% | Manufacturing |
SCHA Schwab US Small-Cap ETF | $1,257,707 | $722,765 ▲ | 135.1% | 48,635 | 0.3% | ETF |
RTX RTX | $1,210,820 | $34,717 ▼ | -2.8% | 10,463 | 0.3% | Aerospace |
ZION Zions Bancorporation, National Association | $1,117,767 | | 0.0% | 20,604 | 0.2% | Finance |
IBHG iShares iBonds 2027 Term High Yield and Income ETF | $1,067,753 | $157,639 ▲ | 17.3% | 48,010 | 0.2% | ETF |
VTV Vanguard Value ETF | $1,021,302 | $147,279 ▲ | 16.9% | 6,033 | 0.2% | ETF |
IETC iShares U.S. Tech Independence Focused ETF | $941,336 | | 0.0% | 11,033 | 0.2% | ETF |
IXN iShares Global Tech ETF | $914,792 | $678 ▼ | -0.1% | 10,794 | 0.2% | ETF |
VOO Vanguard S&P 500 ETF | $899,431 | $68,441 ▲ | 8.2% | 1,669 | 0.2% | ETF |
PFE Pfizer | $893,318 | $5,306 ▲ | 0.6% | 33,672 | 0.2% | Medical |
AVUV Avantis U.S. Small Cap Value ETF | $878,264 | $296,552 ▲ | 51.0% | 9,098 | 0.2% | ETF |
NVDA NVIDIA | $870,602 | $13,966 ▲ | 1.6% | 6,483 | 0.2% | Computer and Technology |
SCHB Schwab US Broad Market ETF | $862,828 | $669,038 ▲ | 345.2% | 38,010 | 0.2% | ETF |
SCHF Schwab International Equity ETF | $856,518 | $480,133 ▲ | 127.6% | 46,298 | 0.2% | ETF |
IWM iShares Russell 2000 ETF | $852,678 | $36,679 ▼ | -4.1% | 3,859 | 0.2% | Finance |
IWR iShares Russell Mid-Cap ETF | $852,012 | | 0.0% | 9,638 | 0.2% | ETF |
HON Honeywell International | $849,346 | | 0.0% | 3,760 | 0.2% | Multi-Sector Conglomerates |
WMT Walmart | $817,613 | | 0.0% | 9,049 | 0.2% | Retail/Wholesale |
PEJ Invesco Leisure and Entertainment ETF | $804,674 | $8,979 ▼ | -1.1% | 15,415 | 0.2% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $783,070 | $299,942 ▲ | 62.1% | 15,312 | 0.2% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $762,083 | $509,672 ▲ | 201.9% | 29,232 | 0.2% | ETF |
SOXX iShares Semiconductor ETF | $755,077 | $5,172 ▼ | -0.7% | 3,504 | 0.2% | ETF |
IDV iShares International Select Dividend ETF | $741,885 | $72,940 ▼ | -9.0% | 27,096 | 0.2% | ETF |
SCHW Charles Schwab | $725,431 | $14,802 ▼ | -2.0% | 9,802 | 0.2% | Finance |
ORCL Oracle | $711,553 | | 0.0% | 4,270 | 0.1% | Computer and Technology |
VBK Vanguard Small-Cap Growth ETF | $685,873 | $204,726 ▲ | 42.5% | 2,449 | 0.1% | ETF |
VOE Vanguard Mid-Cap Value ETF | $657,732 | $210,940 ▲ | 47.2% | 4,066 | 0.1% | ETF |
YUM Yum! Brands | $650,810 | | 0.0% | 4,851 | 0.1% | Retail/Wholesale |
LMT Lockheed Martin | $636,581 | | 0.0% | 1,310 | 0.1% | Aerospace |
SNA Snap-on | $635,507 | | 0.0% | 1,872 | 0.1% | Consumer Discretionary |
VOT Vanguard Mid-Cap Growth ETF | $594,800 | $181,942 ▲ | 44.1% | 2,344 | 0.1% | ETF |
DFUS Dimensional U.S. Equity ETF | $587,265 | | 0.0% | 9,212 | 0.1% | ETF |
VUG Vanguard Growth ETF | $583,441 | $33,644 ▲ | 6.1% | 1,422 | 0.1% | ETF |
