SCHB Schwab US Broad Market ETF | $257,280,012 | $10,309,274 ▲ | 4.2% | 11,949,838 | 18.9% | ETF |
VTI Vanguard Total Stock Market ETF | $181,088,773 | $3,162,034 ▲ | 1.8% | 658,888 | 13.3% | ETF |
SCHF Schwab International Equity ETF | $128,930,696 | $1,040,131 ▲ | 0.8% | 6,518,235 | 9.5% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $128,242,278 | $2,488,333 ▲ | 2.0% | 1,296,424 | 9.4% | Finance |
VEA Vanguard FTSE Developed Markets ETF | $89,160,801 | $235,750 ▲ | 0.3% | 1,754,098 | 6.6% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $77,851,502 | $1,667,741 ▲ | 2.2% | 952,195 | 5.7% | ETF |
VNQ Vanguard Real Estate ETF | $76,930,670 | $3,152,603 ▼ | -3.9% | 849,687 | 5.7% | ETF |
USHY iShares Broad USD High Yield Corporate Bond ETF | $62,533,893 | $1,796,033 ▲ | 3.0% | 1,698,829 | 4.6% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $58,504,866 | $224,723 ▲ | 0.4% | 2,122,048 | 4.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $39,824,406 | $171,286 ▲ | 0.4% | 380,840 | 2.9% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $33,319,722 | $202,765 ▼ | -0.6% | 736,185 | 2.5% | ETF |
VYM Vanguard High Dividend Yield ETF | $26,890,029 | $84,727 ▲ | 0.3% | 208,514 | 2.0% | ETF |
BND Vanguard Total Bond Market ETF | $14,780,281 | $756,682 ▼ | -4.9% | 201,229 | 1.1% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $10,814,791 | $2,914,542 ▲ | 36.9% | 446,708 | 0.8% | ETF |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $10,797,467 | $2,372,096 ▲ | 28.2% | 429,323 | 0.8% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $10,796,389 | $2,127,646 ▲ | 24.5% | 446,501 | 0.8% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $10,178,440 | $10,096 ▼ | -0.1% | 138,125 | 0.7% | ETF |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $8,225,428 | $1,032,702 ▼ | -11.2% | 156,615 | 0.6% | Manufacturing |
IWD iShares Russell 1000 Value ETF | $8,005,527 | $100,855 ▲ | 1.3% | 42,546 | 0.6% | ETF |
IWF iShares Russell 1000 Growth ETF | $7,483,613 | $7,944 ▲ | 0.1% | 20,725 | 0.6% | ETF |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $7,222,851 | $243,376 ▼ | -3.3% | 91,556 | 0.5% | ETF |
IWV iShares Russell 3000 ETF | $5,982,958 | $14,611 ▲ | 0.2% | 18,836 | 0.4% | ETF |
IYR iShares U.S. Real Estate ETF | $5,682,127 | $412,685 ▼ | -6.8% | 59,343 | 0.4% | ETF |
SCHP Schwab U.S. TIPS ETF | $5,275,931 | $369,926 ▲ | 7.5% | 196,204 | 0.4% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $4,853,517 | $103,105 ▲ | 2.2% | 83,179 | 0.4% | ETF |
SPY SPDR S&P 500 ETF Trust | $4,420,317 | $115,794 ▼ | -2.6% | 7,902 | 0.3% | Finance |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $4,230,077 | $728,663 ▲ | 20.8% | 182,883 | 0.3% | ETF |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $4,228,602 | $710,185 ▲ | 20.2% | 167,403 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $4,210,045 | $85,213 ▲ | 2.1% | 7,905 | 0.3% | Finance |
RWR SPDR Dow Jones REIT ETF | $3,474,219 | $13,480 ▲ | 0.4% | 35,051 | 0.3% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $3,221,669 | | 0.0% | 27,869 | 0.2% | ETF |
VOO Vanguard S&P 500 ETF | $3,207,973 | $11,307 ▼ | -0.4% | 6,242 | 0.2% | ETF |
IWM iShares Russell 2000 ETF | $2,875,304 | $93,363 ▲ | 3.4% | 14,413 | 0.2% | Finance |
AAPL Apple | $2,762,341 | $279,211 ▲ | 11.2% | 12,436 | 0.2% | Computer and Technology |
PRTH Priority Technology | $2,754,037 | | 0.0% | 404,114 | 0.2% | Business Services |
VB Vanguard Small-Cap ETF | $2,685,061 | $5,987 ▲ | 0.2% | 12,109 | 0.2% | ETF |
EFA iShares MSCI EAFE ETF | $2,564,582 | $111,315 ▲ | 4.5% | 31,379 | 0.2% | Finance |
VBR Vanguard Small-Cap Value ETF | $2,287,617 | $13,599 ▲ | 0.6% | 12,280 | 0.2% | ETF |
GLD SPDR Gold Shares | $1,948,691 | $23,627 ▲ | 1.2% | 6,763 | 0.1% | Finance |
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $1,901,101 | $9,999 ▲ | 0.5% | 20,725 | 0.1% | ETF |
VIOO Vanguard S&P Small-Cap 600 ETF | $1,710,836 | $49,220 ▲ | 3.0% | 17,727 | 0.1% | ETF |
VGK Vanguard FTSE Europe ETF | $1,662,526 | $109,670 ▲ | 7.1% | 23,679 | 0.1% | ETF |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $1,598,081 | $1,598,081 ▲ | New Holding | 69,664 | 0.1% | Manufacturing |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $1,595,642 | $1,595,642 ▲ | New Holding | 68,277 | 0.1% | Manufacturing |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $1,594,968 | $1,594,968 ▲ | New Holding | 71,140 | 0.1% | Manufacturing |
IVV iShares Core S&P 500 ETF | $1,569,643 | $230,417 ▲ | 17.2% | 2,793 | 0.1% | ETF |
MSFT Microsoft | $1,506,125 | $101,359 ▼ | -6.3% | 4,012 | 0.1% | Computer and Technology |
VPL Vanguard FTSE Pacific ETF | $1,501,284 | $8,405 ▲ | 0.6% | 20,719 | 0.1% | ETF |
SDY SPDR S&P Dividend ETF | $1,495,450 | $9,090 ▲ | 0.6% | 11,022 | 0.1% | ETF |
VBK Vanguard Small-Cap Growth ETF | $1,437,036 | $2,518 ▲ | 0.2% | 5,708 | 0.1% | ETF |
VV Vanguard Large-Cap ETF | $1,387,962 | | 0.0% | 5,400 | 0.1% | ETF |
IBTJ iShares iBonds Dec 2029 Term Treasury ETF | $1,285,705 | $1,285,705 ▲ | New Holding | 59,059 | 0.1% | Manufacturing |
IBTI iShares iBonds Dec 2028 Term Treasury ETF | $1,284,824 | $1,284,824 ▲ | New Holding | 57,745 | 0.1% | Manufacturing |
IBM International Business Machines | $1,099,880 | $633,618 ▲ | 135.9% | 4,423 | 0.1% | Computer and Technology |
SCZ iShares MSCI EAFE Small-Cap ETF | $1,080,036 | | 0.0% | 17,000 | 0.1% | ETF |
EEMS iShares MSCI Emerging Markets Small-Cap ETF | $1,020,826 | | 0.0% | 18,357 | 0.1% | ETF |
IBHE iShares iBonds 2025 Term High Yield and Income ETF | $998,668 | $48,060 ▼ | -4.6% | 42,972 | 0.1% | ETF |
IBHG iShares iBonds 2027 Term High Yield and Income ETF | $998,123 | $272,989 ▲ | 37.6% | 44,709 | 0.1% | ETF |
IBHF iShares iBonds 2026 Term High Yield and Income ETF | $997,203 | $465,652 ▲ | 87.6% | 42,946 | 0.1% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $918,431 | $705 ▲ | 0.1% | 7,817 | 0.1% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $867,828 | $3,023 ▲ | 0.3% | 6,889 | 0.1% | ETF |
XLF Financial Select Sector SPDR Fund | $823,548 | $2,889 ▲ | 0.4% | 16,534 | 0.1% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $753,030 | $25,659 ▼ | -3.3% | 12,414 | 0.1% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $721,739 | $4,022 ▼ | -0.6% | 13,101 | 0.1% | Manufacturing |
XLK Technology Select Sector SPDR Fund | $612,164 | $81,553 ▼ | -11.8% | 2,965 | 0.0% | ETF |
PG Procter & Gamble | $604,316 | | 0.0% | 3,546 | 0.0% | Consumer Staples |
ORCL Oracle | $599,086 | $32,855 ▲ | 5.8% | 4,285 | 0.0% | Computer and Technology |
DFAC Dimensional U.S. Core Equity 2 ETF | $556,193 | $1,353 ▲ | 0.2% | 16,859 | 0.0% | ETF |
EWJ iShares MSCI Japan ETF | $540,678 | | 0.0% | 7,886 | 0.0% | ETF |
CSCO Cisco Systems | $509,156 | $62 ▲ | 0.0% | 8,251 | 0.0% | Computer and Technology |
EEM iShares MSCI Emerging Markets ETF | $504,366 | | 0.0% | 11,542 | 0.0% | Finance |
LLY Eli Lilly and Company | $491,656 | $6,611 ▲ | 1.4% | 595 | 0.0% | Medical |
AMZN Amazon.com | $486,466 | $145,540 ▲ | 42.7% | 2,557 | 0.0% | Retail/Wholesale |
JPM JPMorgan Chase & Co. | $475,882 | $101,309 ▲ | 27.0% | 1,940 | 0.0% | Finance |
AXP American Express | $426,444 | $51,389 ▼ | -10.8% | 1,585 | 0.0% | Finance |
DFUS Dimensional U.S. Equity ETF | $378,805 | $847 ▲ | 0.2% | 6,263 | 0.0% | ETF |
XLV Health Care Select Sector SPDR Fund | $359,901 | $30,369 ▲ | 9.2% | 2,465 | 0.0% | ETF |
XOM Exxon Mobil | $352,927 | $119 ▲ | 0.0% | 2,968 | 0.0% | Energy |
CRWD CrowdStrike | $352,763 | $352 ▲ | 0.1% | 1,001 | 0.0% | Computer and Technology |
WSM Williams-Sonoma | $344,734 | | 0.0% | 2,180 | 0.0% | Retail/Wholesale |
NVDA NVIDIA | $320,601 | $320,601 ▲ | New Holding | 2,958 | 0.0% | Computer and Technology |
VT Vanguard Total World Stock ETF | $317,940 | $12,755 ▲ | 4.2% | 2,742 | 0.0% | ETF |
LOW Lowe's Companies | $291,663 | $233 ▲ | 0.1% | 1,251 | 0.0% | Retail/Wholesale |
KO Coca-Cola | $290,751 | $72 ▲ | 0.0% | 4,060 | 0.0% | Consumer Staples |
ROK Rockwell Automation | $279,745 | | 0.0% | 1,083 | 0.0% | Computer and Technology |
CAT Caterpillar | $272,332 | $39,894 ▼ | -12.8% | 826 | 0.0% | Industrials |
JNJ Johnson & Johnson | $258,437 | $258,437 ▲ | New Holding | 1,558 | 0.0% | Medical |
CVX Chevron | $251,034 | $167 ▲ | 0.1% | 1,501 | 0.0% | Energy |
PEP PepsiCo | $238,415 | $2,249 ▲ | 1.0% | 1,590 | 0.0% | Consumer Staples |
AMP Ameriprise Financial | $228,500 | | 0.0% | 472 | 0.0% | Finance |
VGT Vanguard Information Technology ETF | $209,002 | $14,657 ▲ | 7.5% | 385 | 0.0% | ETF |
CP Canadian Pacific Kansas City | $202,533 | $70 ▲ | 0.0% | 2,885 | 0.0% | Transportation |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $0 | $1,043,943 ▼ | -100.0% | 0 | 0.0% | ETF |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $0 | $1,039,462 ▼ | -100.0% | 0 | 0.0% | ETF |
VNQI Vanguard Global ex-U.S. Real Estate ETF | $0 | $791,661 ▼ | -100.0% | 0 | 0.0% | ETF |
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | $0 | $527,943 ▼ | -100.0% | 0 | 0.0% | ETF |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $0 | $527,747 ▼ | -100.0% | 0 | 0.0% | ETF |
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | $0 | $514,159 ▼ | -100.0% | 0 | 0.0% | ETF |
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | $0 | $513,316 ▼ | -100.0% | 0 | 0.0% | Manufacturing |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $0 | $505,968 ▼ | -100.0% | 0 | 0.0% | ETF |
