JCPB JPMorgan Core Plus Bond ETF | $32,469,814 | $6,261,097 ▼ | -16.2% | 704,793 | 10.9% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $29,343,016 | $28,736,290 ▲ | 4,736.3% | 410,794 | 9.8% | ETF |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $22,674,527 | $22,062,725 ▲ | 3,606.2% | 455,861 | 7.6% | Manufacturing |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $21,617,428 | $20,756,271 ▲ | 2,410.3% | 775,374 | 7.2% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $21,221,777 | $21,164,689 ▲ | 37,073.6% | 317,834 | 7.1% | ETF |
SCHF Schwab International Equity ETF | $17,833,145 | $12,869,874 ▲ | 259.3% | 963,954 | 6.0% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $17,018,816 | $16,660,686 ▲ | 4,652.1% | 122,130 | 5.7% | Manufacturing |
VGSH Vanguard Short-Term Treasury Index ETF | $15,404,668 | $15,327,289 ▲ | 19,808.0% | 264,776 | 5.1% | ETF |
SPY SPDR S&P 500 ETF Trust | $14,468,632 | $5,755,335 ▼ | -28.5% | 24,687 | 4.8% | Finance |
AGG iShares Core U.S. Aggregate Bond ETF | $14,008,737 | $20,541,542 ▼ | -59.5% | 144,569 | 4.7% | Finance |
DFAE Dimensional Emerging Core Equity Market ETF | $12,208,907 | $324,457 ▲ | 2.7% | 481,234 | 4.1% | ETF |
MBB iShares MBS ETF | $7,527,112 | $7,457,435 ▲ | 10,702.9% | 82,102 | 2.5% | ETF |
SCHX Schwab US Large-Cap ETF | $5,955,239 | $2,683,292 ▲ | 82.0% | 256,913 | 2.0% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $5,459,291 | $5,720,909 ▼ | -51.2% | 31,155 | 1.8% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $4,707,769 | $4,649,368 ▲ | 7,961.2% | 48,770 | 1.6% | ETF |
AVDV Avantis International Small Cap Value ETF | $4,037,954 | $3,981,660 ▲ | 7,072.9% | 62,046 | 1.3% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $3,837,087 | $1,405,008 ▲ | 57.8% | 138,473 | 1.3% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $3,794,438 | $4,119,299 ▼ | -52.1% | 84,471 | 1.3% | ETF |
DIHP Dimensional International High Profitability ETF | $3,485,424 | $3,485,424 ▲ | New Holding | 138,146 | 1.2% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $2,594,598 | $2,437,960 ▲ | 1,556.4% | 24,598 | 0.9% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $2,443,510 | $3,398,398 ▼ | -58.2% | 35,444 | 0.8% | ETF |
AAPL Apple | $2,151,813 | $16,527 ▼ | -0.8% | 8,593 | 0.7% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $1,786,056 | $82,415 ▼ | -4.4% | 3,034 | 0.6% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $1,747,684 | $1,806,125 ▼ | -50.8% | 39,684 | 0.6% | ETF |
MSFT Microsoft | $1,627,955 | $14,332 ▲ | 0.9% | 3,862 | 0.5% | Computer and Technology |
VCSH Vanguard Short-Term Corporate Bond ETF | $1,520,649 | $1,340,056 ▲ | 742.0% | 19,493 | 0.5% | ETF |
VO Vanguard Mid-Cap ETF | $1,332,272 | $19,810 ▼ | -1.5% | 5,044 | 0.4% | ETF |
VUG Vanguard Growth ETF | $1,227,216 | $349,695 ▼ | -22.2% | 2,990 | 0.4% | ETF |
AVUS Avantis U.S. Equity ETF | $1,189,525 | $1,093,564 ▲ | 1,139.6% | 12,272 | 0.4% | ETF |
JPM JPMorgan Chase & Co. | $1,141,382 | $73,344 ▼ | -6.0% | 4,762 | 0.4% | Finance |
MUB iShares National Muni Bond ETF | $994,751 | $744,678 ▲ | 297.8% | 9,336 | 0.3% | ETF |
NVDA NVIDIA | $849,438 | $13,564 ▲ | 1.6% | 6,325 | 0.3% | Computer and Technology |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $822,268 | $487,213 ▲ | 145.4% | 6,393 | 0.3% | ETF |
GOOGL Alphabet | $816,327 | $9,466 ▲ | 1.2% | 4,312 | 0.3% | Computer and Technology |
BSMP Invesco BulletShares 2025 Municipal Bond ETF | $799,419 | $79,952 ▲ | 11.1% | 32,616 | 0.3% | ETF |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $793,312 | $25,792 ▲ | 3.4% | 38,417 | 0.3% | ETF |
AMZN Amazon.com | $792,218 | $34,883 ▼ | -4.2% | 3,611 | 0.3% | Retail/Wholesale |
GOOG Alphabet | $789,316 | | 0.0% | 4,145 | 0.3% | Computer and Technology |
IXUS iShares Core MSCI Total International Stock ETF | $751,351 | $549,822 ▲ | 272.8% | 11,360 | 0.3% | Manufacturing |
SCHA Schwab US Small-Cap ETF | $725,946 | $276,574 ▲ | 61.5% | 28,072 | 0.2% | ETF |
SCHB Schwab US Broad Market ETF | $711,373 | $392,211 ▲ | 122.9% | 31,338 | 0.2% | ETF |
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | $691,270 | $34,905 ▲ | 5.3% | 29,964 | 0.2% | ETF |
AVGO Broadcom | $680,451 | $3,478 ▲ | 0.5% | 2,935 | 0.2% | Computer and Technology |
DFUV Dimensional US Marketwide Value ETF | $666,481 | $136,799 ▲ | 25.8% | 16,287 | 0.2% | ETF |
IEFA iShares Core MSCI EAFE ETF | $549,941 | $15,251 ▼ | -2.7% | 7,825 | 0.2% | ETF |
IWF iShares Russell 1000 Growth ETF | $523,259 | | 0.0% | 1,303 | 0.2% | ETF |
FTCS First Trust Capital Strength ETF | $509,356 | $509,356 ▲ | New Holding | 5,800 | 0.2% | ETF |
META Meta Platforms | $504,159 | $22,836 ▲ | 4.7% | 861 | 0.2% | Computer and Technology |
XOM Exxon Mobil | $500,130 | $1,614 ▲ | 0.3% | 4,649 | 0.2% | Oils/Energy |
BSMQ Invesco BulletShares 2026 Municipal Bond ETF | $447,288 | $200,628 ▲ | 81.3% | 18,977 | 0.1% | ETF |
SCHW Charles Schwab | $424,892 | $148 ▲ | 0.0% | 5,741 | 0.1% | Finance |
BKNG Booking | $422,316 | | 0.0% | 85 | 0.1% | Retail/Wholesale |
SCHE Schwab Emerging Markets Equity ETF | $413,192 | $525,811 ▼ | -56.0% | 15,516 | 0.1% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $413,165 | $322,041 ▲ | 353.4% | 7,912 | 0.1% | ETF |
UNH UnitedHealth Group | $405,194 | $1,518 ▲ | 0.4% | 801 | 0.1% | Medical |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $382,571 | $337,351 ▲ | 746.0% | 15,389 | 0.1% | ETF |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $375,840 | $161,820 ▲ | 75.6% | 6,480 | 0.1% | ETF |
GE General Electric | $373,905 | $834 ▲ | 0.2% | 2,242 | 0.1% | Transportation |
LLY Eli Lilly and Company | $373,726 | $112,736 ▼ | -23.2% | 484 | 0.1% | Medical |
MCD McDonald's | $363,193 | $290 ▲ | 0.1% | 1,253 | 0.1% | Retail/Wholesale |
ETN Eaton | $347,137 | $332 ▲ | 0.1% | 1,046 | 0.1% | Industrial Products |
VTI Vanguard Total Stock Market ETF | $342,556 | | 0.0% | 1,182 | 0.1% | ETF |
SYK Stryker | $322,578 | $360 ▲ | 0.1% | 896 | 0.1% | Medical |
V Visa | $319,833 | $1,580 ▲ | 0.5% | 1,012 | 0.1% | Business Services |
IMCG iShares Morningstar Mid-Cap Growth ETF | $309,371 | $632,866 ▼ | -67.2% | 4,096 | 0.1% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $288,963 | $14,534 ▲ | 5.3% | 14,872 | 0.1% | ETF |
BAC Bank of America | $275,088 | $747 ▲ | 0.3% | 6,259 | 0.1% | Finance |
CVX Chevron | $268,968 | $1,014 ▲ | 0.4% | 1,857 | 0.1% | Oils/Energy |
IJR iShares Core S&P Small-Cap ETF | $262,817 | $232,860 ▲ | 777.3% | 2,281 | 0.1% | ETF |
IWM iShares Russell 2000 ETF | $258,524 | | 0.0% | 1,170 | 0.1% | Finance |
T AT&T | $250,329 | $1,526 ▲ | 0.6% | 10,994 | 0.1% | Computer and Technology |
MA Mastercard | $245,382 | $527 ▲ | 0.2% | 466 | 0.1% | Business Services |
IVW iShares S&P 500 Growth ETF | $232,707 | | 0.0% | 2,292 | 0.1% | ETF |
BX Blackstone | $225,915 | $172 ▼ | -0.1% | 1,310 | 0.1% | Finance |
S SentinelOne | $222,777 | $777 ▲ | 0.4% | 10,035 | 0.1% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $219,941 | $7,008 ▲ | 3.3% | 408 | 0.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $214,951 | $148,242 ▲ | 222.2% | 4,495 | 0.1% | ETF |
MU Micron Technology | $211,410 | $505 ▲ | 0.2% | 2,512 | 0.1% | Computer and Technology |
BSMR Invesco BulletShares 2027 Municipal Bond ETF | $210,040 | | 0.0% | 8,900 | 0.1% | ETF |
HD Home Depot | $206,613 | $24,124 ▼ | -10.5% | 531 | 0.1% | Retail/Wholesale |
IJH iShares Core S&P Mid-Cap ETF | $202,820 | | 0.0% | 3,255 | 0.1% | ETF |
BSCO Invesco BulletShares 2024 Corporate Bond ETF | $0 | $1,169,077 ▼ | -100.0% | 0 | 0.0% | ETF |
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $0 | $526,640 ▼ | -100.0% | 0 | 0.0% | ETF |
BSMO Invesco BulletShares 2024 Municipal Bond ETF | $0 | $363,961 ▼ | -100.0% | 0 | 0.0% | ETF |
BSJO Invesco BulletShares 2024 High Yield Corporate Bond ETF | $0 | $356,023 ▼ | -100.0% | 0 | 0.0% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $0 | $340,313 ▼ | -100.0% | 0 | 0.0% | ETF |
EFG iShares MSCI EAFE Growth ETF | $0 | $325,426 ▼ | -100.0% | 0 | 0.0% | ETF |
JNJ Johnson & Johnson | $0 | $205,296 ▼ | -100.0% | 0 | 0.0% | Medical |
AMD Advanced Micro Devices | $0 | $204,444 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
SMH VanEck Semiconductor ETF | $0 | $204,215 ▼ | -100.0% | 0 | 0.0% | Manufacturing |
PG Procter & Gamble | $0 | $202,644 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
DFUS Dimensional U.S. Equity ETF | $0 | $196,026 ▼ | -100.0% | 0 | 0.0% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $0 | $194,249 ▼ | -100.0% | 0 | 0.0% | ETF |
IWD iShares Russell 1000 Value ETF | $0 | $189,421 ▼ | -100.0% | 0 | 0.0% | ETF |
JAAA Janus Henderson AAA CLO ETF | $0 | $187,341 ▼ | -100.0% | 0 | 0.0% | ETF |
MDT Medtronic | $0 | $173,668 ▼ | -100.0% | 0 | 0.0% | Medical |
PEP PepsiCo | $0 | $173,281 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
ORCL Oracle | $0 | $171,764 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
VPU Vanguard Utilities ETF | $0 | $170,569 ▼ | -100.0% | 0 | 0.0% | ETF |
DFLV Dimensional US Large Cap Value ETF | $0 | $168,624 ▼ | -100.0% | 0 | 0.0% | ETF |
