VTI Vanguard Total Stock Market ETF | $21,861,737 | | 0.0% | 81,723 | 8.8% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $12,858,910 | $18,200 ▼ | -0.1% | 219,735 | 5.2% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $12,294,734 | $274,586 ▲ | 2.3% | 262,877 | 5.0% | Finance |
IVV iShares Core S&P 500 ETF | $11,470,658 | $61,838 ▼ | -0.5% | 20,961 | 4.6% | ETF |
EFA iShares MSCI EAFE ETF | $10,220,107 | $251,048 ▼ | -2.4% | 130,475 | 4.1% | Finance |
VEA Vanguard FTSE Developed Markets ETF | $10,113,030 | $386,416 ▲ | 4.0% | 204,634 | 4.1% | ETF |
SDY SPDR S&P Dividend ETF | $7,685,053 | $61,428 ▲ | 0.8% | 60,427 | 3.1% | ETF |
XLG Invesco S&P 500 Top 50 ETF | $6,131,191 | $668,454 ▲ | 12.2% | 134,015 | 2.5% | ETF |
MUB iShares National Muni Bond ETF | $5,460,688 | $22,376 ▲ | 0.4% | 51,250 | 2.2% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $5,321,998 | $107,018 ▲ | 2.1% | 71,064 | 2.1% | ETF |
DHS WisdomTree U.S. High Dividend Fund | $5,239,406 | $754,625 ▼ | -12.6% | 61,939 | 2.1% | Finance |
PRF Invesco FTSE RAFI US 1000 ETF | $4,634,644 | $272,709 ▲ | 6.3% | 122,125 | 1.9% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $4,005,293 | $1,684,792 ▲ | 72.6% | 78,076 | 1.6% | ETF |
AAPL Apple | $3,885,747 | $647,870 ▲ | 20.0% | 18,449 | 1.6% | Computer and Technology |
MSFT Microsoft | $3,565,465 | $169,401 ▲ | 5.0% | 7,977 | 1.4% | Computer and Technology |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $2,838,619 | $375,043 ▲ | 15.2% | 114,599 | 1.1% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $2,835,170 | $380,891 ▲ | 15.5% | 119,476 | 1.1% | ETF |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $2,827,136 | $369,930 ▲ | 15.1% | 124,708 | 1.1% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $2,819,364 | $373,975 ▲ | 15.3% | 118,361 | 1.1% | ETF |
IBDW iShares iBonds Dec 2031 Term Corporate ETF | $2,732,021 | $379,645 ▲ | 16.1% | 134,649 | 1.1% | ETF |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $2,730,316 | $370,313 ▲ | 15.7% | 109,828 | 1.1% | ETF |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | $2,725,673 | $374,005 ▲ | 15.9% | 128,207 | 1.1% | ETF |
AVGO Broadcom | $2,612,921 | $80,299 ▲ | 3.2% | 1,627 | 1.1% | Computer and Technology |
MDY SPDR S&P MidCap 400 ETF Trust | $2,510,158 | | 0.0% | 4,691 | 1.0% | ETF |
IWB iShares Russell 1000 ETF | $2,437,225 | $612,059 ▲ | 33.5% | 8,191 | 1.0% | ETF |
LRCX Lam Research | $2,413,655 | $18,100 ▼ | -0.7% | 2,267 | 1.0% | Computer and Technology |
IWD iShares Russell 1000 Value ETF | $2,334,060 | | 0.0% | 13,378 | 0.9% | ETF |
XOM Exxon Mobil | $2,282,454 | $301,610 ▲ | 15.2% | 19,827 | 0.9% | Oils/Energy |
XLE Energy Select Sector SPDR Fund | $2,274,459 | $2,274,459 ▲ | New Holding | 24,953 | 0.9% | ETF |
VOO Vanguard S&P 500 ETF | $2,208,711 | $536,673 ▲ | 32.1% | 4,416 | 0.9% | ETF |
IBDP iShares iBonds Dec 2024 Term Corporate ETF | $2,098,181 | $238,383 ▲ | 12.8% | 83,493 | 0.8% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $1,925,899 | $248,147 ▲ | 14.8% | 28,103 | 0.8% | ETF |
WSM Williams-Sonoma | $1,807,102 | $1,412 ▼ | -0.1% | 6,400 | 0.7% | Retail/Wholesale |
JPM JPMorgan Chase & Co. | $1,764,442 | $68,159 ▲ | 4.0% | 8,724 | 0.7% | Finance |
SPAB SPDR Portfolio Aggregate Bond ETF | $1,698,735 | $419,051 ▲ | 32.7% | 67,706 | 0.7% | ETF |
CVX Chevron | $1,552,815 | $71,485 ▲ | 4.8% | 9,927 | 0.6% | Oils/Energy |
AMGN Amgen | $1,502,737 | $77,480 ▲ | 5.4% | 4,810 | 0.6% | Medical |
DVY iShares Select Dividend ETF | $1,488,821 | $3,871 ▼ | -0.3% | 12,306 | 0.6% | ETF |
QCOM QUALCOMM | $1,454,294 | $145,409 ▲ | 11.1% | 7,301 | 0.6% | Computer and Technology |
IDV iShares International Select Dividend ETF | $1,437,985 | $310,430 ▼ | -17.8% | 51,969 | 0.6% | ETF |
NVDA NVIDIA | $1,381,452 | $1,242,590 ▲ | 894.8% | 11,182 | 0.6% | Computer and Technology |
BSMS Invesco BulletShares 2028 Municipal Bond ETF | $1,367,062 | $218,780 ▲ | 19.1% | 58,849 | 0.6% | ETF |
BSMR Invesco BulletShares 2027 Municipal Bond ETF | $1,360,102 | $218,106 ▲ | 19.1% | 57,926 | 0.5% | ETF |
ABBV AbbVie | $1,350,542 | $69,980 ▲ | 5.5% | 7,874 | 0.5% | Medical |
MCD McDonald's | $1,344,957 | $71,351 ▲ | 5.6% | 5,278 | 0.5% | Retail/Wholesale |
BSMT Invesco BulletShares 2029 Municipal Bond ETF | $1,342,292 | $193,540 ▲ | 16.8% | 58,577 | 0.5% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $1,338,376 | $530,541 ▲ | 65.7% | 32,227 | 0.5% | ETF |
BSMP Invesco BulletShares 2025 Municipal Bond ETF | $1,285,573 | $193,397 ▲ | 17.7% | 52,926 | 0.5% | ETF |
BSMU Invesco BulletShares 2030 Municipal Bond ETF | $1,275,517 | $186,823 ▲ | 17.2% | 58,586 | 0.5% | Manufacturing |
CSCO Cisco Systems | $1,274,884 | $197,072 ▲ | 18.3% | 26,834 | 0.5% | Computer and Technology |
BSMQ Invesco BulletShares 2026 Municipal Bond ETF | $1,269,245 | $193,790 ▲ | 18.0% | 54,021 | 0.5% | ETF |
ACN Accenture | $1,242,271 | $204,820 ▲ | 19.7% | 4,094 | 0.5% | Computer and Technology |
VYM Vanguard High Dividend Yield ETF | $1,232,610 | $352,598 ▲ | 40.1% | 10,393 | 0.5% | ETF |
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund | $1,211,374 | $179,393 ▼ | -12.9% | 25,714 | 0.5% | Manufacturing |
BSMV Invesco BulletShares 2031 Municipal Bond ETF | $1,207,548 | $187,215 ▲ | 18.3% | 57,612 | 0.5% | ETF |
PEP PepsiCo | $1,198,080 | $120,732 ▲ | 11.2% | 7,264 | 0.5% | Consumer Staples |
LMT Lockheed Martin | $1,153,854 | $76,612 ▲ | 7.1% | 2,470 | 0.5% | Aerospace |
CMI Cummins | $1,141,922 | $61,748 ▲ | 5.7% | 4,124 | 0.5% | Auto/Tires/Trucks |
BAC Bank of America | $1,139,087 | $63,035 ▲ | 5.9% | 28,642 | 0.5% | Finance |
AMZN Amazon.com | $1,128,187 | $35,751 ▲ | 3.3% | 5,838 | 0.5% | Retail/Wholesale |
MRK Merck & Co., Inc. | $1,117,426 | $85,794 ▲ | 8.3% | 9,026 | 0.4% | Medical |
TXN Texas Instruments | $1,090,372 | $191,034 ▲ | 21.2% | 5,605 | 0.4% | Computer and Technology |
KMI Kinder Morgan | $1,088,043 | $132,811 ▲ | 13.9% | 54,758 | 0.4% | Oils/Energy |
MET MetLife | $1,052,473 | $60,081 ▲ | 6.1% | 14,995 | 0.4% | Finance |
SPY SPDR S&P 500 ETF Trust | $1,048,878 | $1,633 ▲ | 0.2% | 1,927 | 0.4% | Finance |
BLK BlackRock | $1,046,307 | $66,920 ▲ | 6.8% | 1,329 | 0.4% | Finance |
JNJ Johnson & Johnson | $1,042,225 | $92,077 ▲ | 9.7% | 7,131 | 0.4% | Medical |
ADP Automatic Data Processing | $983,776 | $78,521 ▲ | 8.7% | 4,122 | 0.4% | Business Services |
VTEB Vanguard Tax-Exempt Bond ETF | $948,152 | $143,067 ▲ | 17.8% | 18,921 | 0.4% | ETF |
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF | $939,964 | $13,466 ▼ | -1.4% | 17,381 | 0.4% | ETF |
OC Owens Corning | $929,452 | $129,602 ▲ | 16.2% | 5,350 | 0.4% | Construction |
BSMO Invesco BulletShares 2024 Municipal Bond ETF | $928,367 | $17,002 ▲ | 1.9% | 37,404 | 0.4% | ETF |
CLX Clorox | $927,225 | $7,097 ▼ | -0.8% | 6,794 | 0.4% | Consumer Staples |
PM Philip Morris International | $900,237 | $97,076 ▲ | 12.1% | 8,884 | 0.4% | Consumer Staples |
ABT Abbott Laboratories | $899,662 | $83,648 ▲ | 10.3% | 8,658 | 0.4% | Medical |
HD Home Depot | $871,237 | $46,815 ▲ | 5.7% | 2,531 | 0.4% | Retail/Wholesale |
KR Kroger | $853,753 | $74,446 ▲ | 9.6% | 17,099 | 0.3% | Retail/Wholesale |
DUK Duke Energy | $849,452 | $93,314 ▲ | 12.3% | 8,475 | 0.3% | Utilities |
VXF Vanguard Extended Market ETF | $798,551 | $5,064 ▲ | 0.6% | 4,731 | 0.3% | ETF |
UPS United Parcel Service | $797,665 | $86,622 ▲ | 12.2% | 5,829 | 0.3% | Transportation |
HSY Hershey | $696,597 | $54,419 ▲ | 8.5% | 3,789 | 0.3% | Consumer Staples |
CMCSA Comcast | $695,888 | $66,730 ▲ | 10.6% | 17,770 | 0.3% | Consumer Discretionary |
ZTS Zoetis | $686,212 | $116,854 ▲ | 20.5% | 3,958 | 0.3% | Medical |
VBR Vanguard Small-Cap Value ETF | $679,278 | $548 ▼ | -0.1% | 3,722 | 0.3% | ETF |
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF | $669,137 | $669,137 ▲ | New Holding | 13,245 | 0.3% | ETF |
PNC The PNC Financial Services Group | $664,492 | $664,492 ▲ | New Holding | 4,274 | 0.3% | Finance |
GOOG Alphabet | $662,845 | $36,132 ▲ | 5.8% | 3,614 | 0.3% | Computer and Technology |
EES WisdomTree U.S. SmallCap Fund | $648,797 | $22,670 ▼ | -3.4% | 13,766 | 0.3% | Finance |
FEZ SPDR EURO STOXX 50 ETF | $643,337 | $643,337 ▲ | New Holding | 12,859 | 0.3% | ETF |
ITW Illinois Tool Works | $631,432 | $92,642 ▲ | 17.2% | 2,665 | 0.3% | Industrial Products |
GOOGL Alphabet | $628,790 | | 0.0% | 3,452 | 0.3% | Computer and Technology |
IBDX iShares iBonds Dec 2032 Term Corporate ETF | $609,948 | $202,571 ▲ | 49.7% | 24,835 | 0.2% | ETF |
APD Air Products and Chemicals | $606,547 | $121,258 ▲ | 25.0% | 2,351 | 0.2% | Basic Materials |
DEM WisdomTree Emerging Markets High Dividend Fund | $601,796 | $248,817 ▼ | -29.3% | 13,895 | 0.2% | Finance |
SBUX Starbucks | $592,399 | $69,680 ▲ | 13.3% | 7,609 | 0.2% | Retail/Wholesale |
VZ Verizon Communications | $563,232 | $102,196 ▲ | 22.2% | 13,657 | 0.2% | Computer and Technology |
QQQ Invesco QQQ | $554,239 | | 0.0% | 1,157 | 0.2% | Finance |
META Meta Platforms | $552,212 | $43,874 ▲ | 8.6% | 1,095 | 0.2% | Computer and Technology |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $546,342 | $546,342 ▲ | New Holding | 9,844 | 0.2% | ETF |
WMT Walmart | $532,471 | $22,073 ▼ | -4.0% | 7,864 | 0.2% | Retail/Wholesale |
