SCHB Schwab US Broad Market ETF | $260,391,812 | $173,577,615 ▲ | 199.9% | 11,471,005 | 19.5% | ETF |
VTI Vanguard Total Stock Market ETF | $187,617,986 | $1,914,774 ▼ | -1.0% | 647,383 | 14.0% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $123,186,005 | $5,082,019 ▲ | 4.3% | 1,271,269 | 9.2% | Finance |
SCHF Schwab International Equity ETF | $119,614,523 | $62,835,286 ▲ | 110.7% | 6,465,650 | 8.9% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $83,659,193 | $2,517,771 ▲ | 3.1% | 1,749,460 | 6.3% | ETF |
VNQ Vanguard Real Estate ETF | $78,791,924 | $3,803,451 ▼ | -4.6% | 884,507 | 5.9% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $74,795,309 | $2,255,586 ▲ | 3.1% | 931,797 | 5.6% | ETF |
USHY iShares Broad USD High Yield Corporate Bond ETF | $60,704,850 | $1,579,542 ▲ | 2.7% | 1,650,037 | 4.5% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $56,293,087 | $1,557,376 ▲ | 2.8% | 2,113,897 | 4.2% | ETF |
IJR iShares Core S&P Small-Cap ETF | $43,691,687 | $217,766 ▲ | 0.5% | 379,202 | 3.3% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $32,618,899 | $88,829 ▼ | -0.3% | 740,665 | 2.4% | ETF |
VYM Vanguard High Dividend Yield ETF | $26,520,538 | $2,239,210 ▼ | -7.8% | 207,857 | 2.0% | ETF |
BND Vanguard Total Bond Market ETF | $15,211,182 | $1,244,905 ▲ | 8.9% | 211,531 | 1.1% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $9,385,207 | $1,011,206 ▼ | -9.7% | 138,262 | 0.7% | ETF |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $9,080,089 | $318,075 ▲ | 3.6% | 176,278 | 0.7% | Manufacturing |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $8,589,876 | $8,589,876 ▲ | New Holding | 358,509 | 0.6% | ETF |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $8,391,874 | $7,887,918 ▲ | 1,565.2% | 335,005 | 0.6% | ETF |
IWF iShares Russell 1000 Growth ETF | $8,313,768 | $7,630 ▼ | -0.1% | 20,703 | 0.6% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $7,854,571 | $7,854,571 ▲ | New Holding | 326,322 | 0.6% | ETF |
IWD iShares Russell 1000 Value ETF | $7,777,238 | $56,649 ▲ | 0.7% | 42,010 | 0.6% | ETF |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $7,443,494 | $224,231 ▲ | 3.1% | 94,641 | 0.6% | ETF |
IWV iShares Russell 3000 ETF | $6,280,425 | $18,049 ▲ | 0.3% | 18,790 | 0.5% | ETF |
IYR iShares U.S. Real Estate ETF | $5,923,519 | $440,730 ▼ | -6.9% | 63,653 | 0.4% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $5,072,777 | $112,843 ▼ | -2.2% | 81,412 | 0.4% | ETF |
SPY SPDR S&P 500 ETF Trust | $4,752,425 | $409,075 ▼ | -7.9% | 8,109 | 0.4% | Finance |
PRTH Priority Technology | $4,748,340 | $3,546,738 ▼ | -42.8% | 404,114 | 0.4% | Business Services |
SCHP Schwab U.S. TIPS ETF | $4,712,594 | $2,194,175 ▲ | 87.1% | 182,447 | 0.4% | ETF |
BRK.B Berkshire Hathaway | $3,510,654 | | 0.0% | 7,745 | 0.3% | Finance |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $3,468,271 | $3,468,271 ▲ | New Holding | 139,288 | 0.3% | ETF |
RWR SPDR Dow Jones REIT ETF | $3,451,668 | $32,525 ▲ | 1.0% | 34,915 | 0.3% | ETF |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $3,451,464 | $3,451,464 ▲ | New Holding | 151,380 | 0.3% | ETF |
VOO Vanguard S&P 500 ETF | $3,375,167 | $52,266 ▲ | 1.6% | 6,264 | 0.3% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $3,190,455 | | 0.0% | 27,869 | 0.2% | ETF |
IWM iShares Russell 2000 ETF | $3,081,235 | $12,374 ▲ | 0.4% | 13,945 | 0.2% | Finance |
VB Vanguard Small-Cap ETF | $2,903,154 | $11,294 ▼ | -0.4% | 12,082 | 0.2% | ETF |
AAPL Apple | $2,799,555 | $64,110 ▲ | 2.3% | 11,179 | 0.2% | Computer and Technology |
VBR Vanguard Small-Cap Value ETF | $2,419,223 | $595 ▼ | 0.0% | 12,207 | 0.2% | ETF |
EFA iShares MSCI EAFE ETF | $2,269,613 | $28,203 ▲ | 1.3% | 30,017 | 0.2% | Finance |
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $1,884,912 | $1,340,175 ▲ | 246.0% | 20,616 | 0.1% | ETF |
VIOO Vanguard S&P Small-Cap 600 ETF | $1,825,694 | $105,934 ▼ | -5.5% | 17,217 | 0.1% | ETF |
MSFT Microsoft | $1,804,863 | $243,627 ▲ | 15.6% | 4,282 | 0.1% | Computer and Technology |
GLD SPDR Gold Shares | $1,617,671 | | 0.0% | 6,681 | 0.1% | Finance |
VBK Vanguard Small-Cap Growth ETF | $1,595,727 | $1,120 ▼ | -0.1% | 5,698 | 0.1% | ETF |
VPL Vanguard FTSE Pacific ETF | $1,463,666 | $96,403 ▲ | 7.1% | 20,603 | 0.1% | ETF |
VV Vanguard Large-Cap ETF | $1,456,380 | | 0.0% | 5,400 | 0.1% | ETF |
SDY SPDR S&P Dividend ETF | $1,447,147 | $11,228 ▲ | 0.8% | 10,955 | 0.1% | ETF |
VGK Vanguard FTSE Europe ETF | $1,403,753 | $15,740 ▲ | 1.1% | 22,117 | 0.1% | ETF |
IVV iShares Core S&P 500 ETF | $1,403,008 | $47,689 ▼ | -3.3% | 2,383 | 0.1% | ETF |
EEMS iShares MSCI Emerging Markets Small-Cap ETF | $1,067,269 | $22,500 ▲ | 2.2% | 18,357 | 0.1% | ETF |
IBHE iShares iBonds 2025 Term High Yield and Income ETF | $1,044,925 | $541,974 ▲ | 107.8% | 45,040 | 0.1% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $1,043,943 | $6,918,648 ▼ | -86.9% | 53,728 | 0.1% | ETF |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $1,039,462 | $1,203,900 ▼ | -53.7% | 44,660 | 0.1% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $1,032,775 | $300,659 ▼ | -22.5% | 17,000 | 0.1% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $989,996 | $1,014 ▲ | 0.1% | 7,811 | 0.1% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $887,868 | $4,009 ▲ | 0.5% | 6,865 | 0.1% | ETF |
XLF Financial Select Sector SPDR Fund | $796,277 | $3,335 ▲ | 0.4% | 16,476 | 0.1% | ETF |
VNQI Vanguard Global ex-U.S. Real Estate ETF | $791,661 | $38,768 ▲ | 5.1% | 20,012 | 0.1% | ETF |
XLK Technology Select Sector SPDR Fund | $781,358 | $56,974 ▲ | 7.9% | 3,360 | 0.1% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $736,949 | $9,932 ▲ | 1.4% | 12,837 | 0.1% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $730,503 | $730,503 ▲ | New Holding | 13,174 | 0.1% | Manufacturing |
IBHG iShares iBonds 2027 Term High Yield and Income ETF | $722,377 | $722,377 ▲ | New Holding | 32,481 | 0.1% | ETF |
ORCL Oracle | $674,892 | $833 ▼ | -0.1% | 4,050 | 0.1% | Computer and Technology |
PG Procter & Gamble | $594,487 | | 0.0% | 3,546 | 0.0% | Consumer Staples |
DFAC Dimensional U.S. Core Equity 2 ETF | $581,726 | | 0.0% | 16,818 | 0.0% | ETF |
IBHF iShares iBonds 2026 Term High Yield and Income ETF | $529,950 | $529,950 ▲ | New Holding | 22,892 | 0.0% | ETF |
EWJ iShares MSCI Japan ETF | $529,164 | $8,321 ▲ | 1.6% | 7,886 | 0.0% | ETF |
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | $527,943 | $1,252,999 ▼ | -70.4% | 22,884 | 0.0% | ETF |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $527,747 | $6,793,991 ▼ | -92.8% | 25,557 | 0.0% | ETF |
AXP American Express | $527,099 | $56,687 ▲ | 12.1% | 1,776 | 0.0% | Finance |
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | $514,159 | $8,579 ▲ | 1.7% | 22,954 | 0.0% | ETF |
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | $513,316 | $9,301 ▲ | 1.8% | 23,677 | 0.0% | Manufacturing |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $505,968 | $3,340,258 ▼ | -86.8% | 25,974 | 0.0% | ETF |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $502,635 | $3,215,181 ▼ | -86.5% | 24,969 | 0.0% | ETF |
CSCO Cisco Systems | $488,400 | | 0.0% | 8,250 | 0.0% | Computer and Technology |
EEM iShares MSCI Emerging Markets ETF | $482,668 | | 0.0% | 11,542 | 0.0% | Finance |
LLY Eli Lilly and Company | $453,164 | $6,176 ▼ | -1.3% | 587 | 0.0% | Medical |
PCG PG&E | $451,447 | $222 ▲ | 0.0% | 22,371 | 0.0% | Utilities |
MORT VanEck Mortgage REIT Income ETF | $450,623 | $26,815 ▲ | 6.3% | 42,432 | 0.0% | ETF |
TIP iShares TIPS Bond ETF | $428,482 | $428,482 ▲ | New Holding | 4,021 | 0.0% | ETF |
IBM International Business Machines | $412,231 | | 0.0% | 1,875 | 0.0% | Computer and Technology |
WSM Williams-Sonoma | $403,692 | | 0.0% | 2,180 | 0.0% | Retail/Wholesale |
DFUS Dimensional U.S. Equity ETF | $398,396 | $1,403 ▲ | 0.4% | 6,249 | 0.0% | ETF |
AMZN Amazon.com | $393,147 | $110,134 ▲ | 38.9% | 1,792 | 0.0% | Retail/Wholesale |
JPM JPMorgan Chase & Co. | $366,037 | | 0.0% | 1,527 | 0.0% | Finance |
CAT Caterpillar | $343,534 | $44,257 ▲ | 14.8% | 947 | 0.0% | Industrial Products |
CRWD CrowdStrike | $342,160 | $59,878 ▼ | -14.9% | 1,000 | 0.0% | Computer and Technology |
XOM Exxon Mobil | $319,212 | | 0.0% | 2,967 | 0.0% | Oils/Energy |
XLV Health Care Select Sector SPDR Fund | $310,518 | $1,376 ▲ | 0.4% | 2,257 | 0.0% | ETF |
ROK Rockwell Automation | $309,421 | | 0.0% | 1,083 | 0.0% | Computer and Technology |
VT Vanguard Total World Stock ETF | $309,216 | $12,336 ▲ | 4.2% | 2,632 | 0.0% | ETF |
LOW Lowe's Companies | $308,500 | | 0.0% | 1,250 | 0.0% | Retail/Wholesale |
KO Coca-Cola | $252,738 | | 0.0% | 4,059 | 0.0% | Consumer Staples |
AMP Ameriprise Financial | $251,307 | $6,922 ▼ | -2.7% | 472 | 0.0% | Finance |
RPM RPM International | $246,120 | $246,120 ▲ | New Holding | 2,000 | 0.0% | Construction |
PEP PepsiCo | $239,495 | | 0.0% | 1,575 | 0.0% | Consumer Staples |
VGT Vanguard Information Technology ETF | $222,817 | | 0.0% | 358 | 0.0% | ETF |
CVX Chevron | $217,260 | | 0.0% | 1,500 | 0.0% | Oils/Energy |
CP Canadian Pacific Kansas City | $208,715 | | 0.0% | 2,884 | 0.0% | Transportation |
BSCO Invesco BulletShares 2024 Corporate Bond ETF | $0 | $7,413,422 ▼ | -100.0% | 0 | 0.0% | ETF |
BSJO Invesco BulletShares 2024 High Yield Corporate Bond ETF | $0 | $1,775,825 ▼ | -100.0% | 0 | 0.0% | ETF |
