IVV iShares Core S&P 500 ETF | $60,511,216 | $959,250 ▲ | 1.6% | 104,905 | 12.7% | ETF |
AAPL Apple | $40,636,305 | $5,385,787 ▼ | -11.7% | 174,405 | 8.5% | Computer and Technology |
IVE iShares S&P 500 Value ETF | $20,505,691 | $160,891 ▲ | 0.8% | 104,000 | 4.3% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $18,508,910 | $792,149 ▲ | 4.5% | 296,998 | 3.9% | ETF |
IVW iShares S&P 500 Growth ETF | $16,520,424 | $101,782 ▲ | 0.6% | 172,537 | 3.5% | ETF |
IJR iShares Core S&P Small-Cap ETF | $12,790,972 | $838,837 ▲ | 7.0% | 109,362 | 2.7% | ETF |
EUSA iShares MSCI USA Equal Weighted ETF | $12,657,389 | $91,527 ▲ | 0.7% | 132,206 | 2.7% | ETF |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $10,742,965 | $1,159,215 ▲ | 12.1% | 458,025 | 2.3% | ETF |
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | $10,525,843 | $892,779 ▲ | 9.3% | 455,270 | 2.2% | ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $10,125,547 | $1,097,753 ▲ | 12.2% | 513,466 | 2.1% | ETF |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $10,101,847 | $1,322,913 ▲ | 15.1% | 491,335 | 2.1% | ETF |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $9,810,110 | $890,779 ▲ | 10.0% | 475,066 | 2.1% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $9,480,807 | $1,036,034 ▲ | 12.3% | 484,704 | 2.0% | ETF |
VTI Vanguard Total Stock Market ETF | $8,205,110 | $574,814 ▲ | 7.5% | 28,977 | 1.7% | ETF |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $8,098,272 | $1,675,580 ▲ | 26.1% | 344,461 | 1.7% | ETF |
EFA iShares MSCI EAFE ETF | $7,880,835 | $73,260 ▼ | -0.9% | 94,235 | 1.7% | Finance |
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | $7,759,580 | $2,548,981 ▲ | 48.9% | 341,832 | 1.6% | ETF |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | $7,620,428 | $1,339,955 ▲ | 21.3% | 343,727 | 1.6% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $6,586,068 | $268,950 ▲ | 4.3% | 52,429 | 1.4% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $6,527,689 | $29,284 ▼ | -0.4% | 60,632 | 1.4% | ETF |
MSFT Microsoft | $5,963,233 | $516,372 ▲ | 9.5% | 13,858 | 1.3% | Computer and Technology |
AMZN Amazon.com | $5,901,000 | $4,099 ▲ | 0.1% | 31,670 | 1.2% | Retail/Wholesale |
VV Vanguard Large-Cap ETF | $5,720,161 | $401,775 ▲ | 7.6% | 21,726 | 1.2% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $5,655,624 | $29,051 ▼ | -0.5% | 45,750 | 1.2% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $5,386,375 | $12,051 ▼ | -0.2% | 53,188 | 1.1% | Finance |
DVY iShares Select Dividend ETF | $5,256,875 | $25,393 ▲ | 0.5% | 38,920 | 1.1% | ETF |
QQQ Invesco QQQ | $5,159,043 | $92,736 ▲ | 1.8% | 10,570 | 1.1% | Finance |
RSP Invesco S&P 500 Equal Weight ETF | $4,933,361 | $582,988 ▲ | 13.4% | 27,536 | 1.0% | ETF |
LLY Eli Lilly and Company | $4,675,105 | $24,806 ▼ | -0.5% | 5,277 | 1.0% | Medical |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $4,341,289 | $22,484 ▲ | 0.5% | 54,063 | 0.9% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $4,232,161 | $292,622 ▲ | 7.4% | 80,139 | 0.9% | ETF |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $3,417,659 | $683,622 ▲ | 25.0% | 136,162 | 0.7% | ETF |
COST Costco Wholesale | $3,394,951 | $67,367 ▲ | 2.0% | 3,830 | 0.7% | Retail/Wholesale |
GOOGL Alphabet | $3,361,945 | $303,340 ▼ | -8.3% | 20,271 | 0.7% | Computer and Technology |
JPM JPMorgan Chase & Co. | $3,226,328 | $94,464 ▼ | -2.8% | 15,301 | 0.7% | Finance |
GOOG Alphabet | $3,162,824 | $66,540 ▼ | -2.1% | 18,918 | 0.7% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $3,024,816 | $169,830 ▲ | 5.9% | 5,272 | 0.6% | Finance |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $3,007,165 | $317,810 ▼ | -9.6% | 26,617 | 0.6% | Finance |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $3,003,238 | $800,442 ▲ | 36.3% | 123,590 | 0.6% | ETF |
VT Vanguard Total World Stock ETF | $3,002,746 | $388,779 ▲ | 14.9% | 25,086 | 0.6% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $2,838,440 | $78,141 ▲ | 2.8% | 30,876 | 0.6% | ETF |
COR Cencora | $2,696,233 | $34,212 ▼ | -1.3% | 11,979 | 0.6% | Medical |
INTU Intuit | $2,692,656 | $47,196 ▼ | -1.7% | 4,336 | 0.6% | Computer and Technology |
IBDW iShares iBonds Dec 2031 Term Corporate ETF | $2,387,775 | $596,854 ▲ | 33.3% | 112,525 | 0.5% | ETF |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $2,371,763 | $288,018 ▲ | 13.8% | 126,091 | 0.5% | ETF |
IBM International Business Machines | $2,339,469 | $93,959 ▲ | 4.2% | 10,582 | 0.5% | Computer and Technology |
DFAS Dimensional U.S. Small Cap ETF | $2,264,716 | $101,506 ▼ | -4.3% | 34,917 | 0.5% | ETF |
LOW Lowe's Companies | $2,012,431 | $40,628 ▼ | -2.0% | 7,430 | 0.4% | Retail/Wholesale |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $1,938,925 | $449,431 ▲ | 30.2% | 79,562 | 0.4% | ETF |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $1,883,430 | $541,518 ▲ | 40.4% | 73,773 | 0.4% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $1,872,949 | $8,648 ▲ | 0.5% | 13,427 | 0.4% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $1,846,385 | $230,326 ▲ | 14.3% | 29,308 | 0.4% | ETF |
VO Vanguard Mid-Cap ETF | $1,842,086 | $8,970 ▼ | -0.5% | 6,982 | 0.4% | ETF |
AMGN Amgen | $1,839,819 | $33,188 ▼ | -1.8% | 5,710 | 0.4% | Medical |
HD Home Depot | $1,825,257 | $64,421 ▲ | 3.7% | 4,505 | 0.4% | Retail/Wholesale |
HDV iShares Core High Dividend ETF | $1,819,284 | $74,691 ▲ | 4.3% | 15,467 | 0.4% | ETF |
IWO iShares Russell 2000 Growth ETF | $1,770,538 | $17,325 ▼ | -1.0% | 6,234 | 0.4% | ETF |
IWF iShares Russell 1000 Growth ETF | $1,706,724 | $19,894 ▼ | -1.2% | 4,547 | 0.4% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $1,675,995 | $26,173 ▼ | -1.5% | 20,171 | 0.4% | ETF |
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | $1,652,271 | $248,835 ▲ | 17.7% | 74,561 | 0.3% | Manufacturing |
JNJ Johnson & Johnson | $1,611,737 | $23,986 ▼ | -1.5% | 9,945 | 0.3% | Medical |
VB Vanguard Small-Cap ETF | $1,570,388 | $8,540 ▲ | 0.5% | 6,620 | 0.3% | ETF |
MCD McDonald's | $1,473,219 | $253,657 ▲ | 20.8% | 4,838 | 0.3% | Retail/Wholesale |
SCHX Schwab US Large-Cap ETF | $1,372,262 | $22,119 ▼ | -1.6% | 20,225 | 0.3% | ETF |
IBHE iShares iBonds 2025 Term High Yield and Income ETF | $1,330,870 | $240,805 ▲ | 22.1% | 57,119 | 0.3% | ETF |
RTX RTX | $1,304,089 | $2,787 ▲ | 0.2% | 10,763 | 0.3% | Aerospace |
BSCU Invesco BulletShares 2030 Corporate Bond ETF | $1,229,315 | $141,058 ▲ | 13.0% | 72,526 | 0.3% | Manufacturing |
IBHF iShares iBonds 2026 Term High Yield and Income ETF | $1,216,286 | $290,775 ▲ | 31.4% | 51,956 | 0.3% | ETF |
XLF Financial Select Sector SPDR Fund | $1,194,551 | $83,344 ▲ | 7.5% | 26,358 | 0.3% | ETF |
SCHA Schwab US Small-Cap ETF | $1,065,304 | $33,320 ▼ | -3.0% | 20,686 | 0.2% | ETF |
ZION Zions Bancorporation, National Association | $972,921 | $40,562 ▼ | -4.0% | 20,604 | 0.2% | Finance |
PFE Pfizer | $968,680 | $25,612 ▼ | -2.6% | 33,472 | 0.2% | Medical |
IBHG iShares iBonds 2027 Term High Yield and Income ETF | $924,835 | $322,207 ▲ | 53.5% | 40,922 | 0.2% | ETF |
VTV Vanguard Value ETF | $901,242 | $151,865 ▲ | 20.3% | 5,163 | 0.2% | ETF |
IDV iShares International Select Dividend ETF | $899,655 | $29,837 ▼ | -3.2% | 29,760 | 0.2% | ETF |
IXN iShares Global Tech ETF | $891,489 | $6,520 ▼ | -0.7% | 10,802 | 0.2% | ETF |
IWM iShares Russell 2000 ETF | $889,034 | $29,156 ▼ | -3.2% | 4,025 | 0.2% | Finance |
IETC iShares U.S. Tech Independence Focused ETF | $864,656 | $4,075 ▼ | -0.5% | 11,033 | 0.2% | ETF |
IWR iShares Russell Mid-Cap ETF | $849,506 | $25,914 ▼ | -3.0% | 9,638 | 0.2% | ETF |
SCHF Schwab International Equity ETF | $836,577 | $9,910 ▼ | -1.2% | 20,345 | 0.2% | ETF |
VOO Vanguard S&P 500 ETF | $813,549 | $39,570 ▲ | 5.1% | 1,542 | 0.2% | ETF |
SOXX iShares Semiconductor ETF | $813,522 | $2,998 ▼ | -0.4% | 3,528 | 0.2% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $778,163 | $482 ▼ | -0.1% | 9,682 | 0.2% | ETF |
HON Honeywell International | $777,230 | $4,548 ▲ | 0.6% | 3,760 | 0.2% | Multi-Sector Conglomerates |
NVDA NVIDIA | $774,666 | $5,951 ▲ | 0.8% | 6,379 | 0.2% | Computer and Technology |
LMT Lockheed Martin | $765,774 | $45,011 ▼ | -5.6% | 1,310 | 0.2% | Aerospace |
PEJ Invesco Leisure and Entertainment ETF | $743,354 | $14,069 ▼ | -1.9% | 15,587 | 0.2% | ETF |
WMT Walmart | $730,739 | $36,985 ▼ | -4.8% | 9,049 | 0.2% | Retail/Wholesale |
ORCL Oracle | $727,608 | $37,147 ▼ | -4.9% | 4,270 | 0.2% | Computer and Technology |
IYE iShares U.S. Energy ETF | $724,202 | $1,854 ▲ | 0.3% | 15,628 | 0.2% | ETF |
BIIB Biogen | $685,224 | $15,313 ▼ | -2.2% | 3,535 | 0.1% | Medical |
YUM Yum! Brands | $677,733 | $14,809 ▼ | -2.1% | 4,851 | 0.1% | Retail/Wholesale |
MRK Merck & Co., Inc. | $650,972 | $5,906 ▲ | 0.9% | 5,732 | 0.1% | Medical |
SCHW Charles Schwab | $648,203 | $14,970 ▼ | -2.3% | 10,002 | 0.1% | Finance |
CMCSA Comcast | $632,481 | $24,227 ▼ | -3.7% | 15,142 | 0.1% | Consumer Discretionary |
IYF iShares U.S. Financials ETF | $623,008 | $6,234 ▲ | 1.0% | 5,996 | 0.1% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $578,200 | $343,120 ▲ | 146.0% | 6,026 | 0.1% | ETF |
DFUS Dimensional U.S. Equity ETF | $572,987 | $7,837 ▼ | -1.3% | 9,212 | 0.1% | ETF |
ABBV AbbVie | $571,120 | $33,770 ▲ | 6.3% | 2,892 | 0.1% | Medical |
SCHB Schwab US Broad Market ETF | $567,888 | $52,019 ▼ | -8.4% | 8,537 | 0.1% | ETF |
