VIG Vanguard Dividend Appreciation ETF | $13,393,921 | $9,715,887 â–¼ | -42.0% | 56,605 | 6.3% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $10,563,570 | $11,138,804 â–¼ | -51.3% | 210,304 | 5.0% | ETF |
VLUE iShares MSCI USA Value Factor ETF | $9,235,019 | $13,712,162 â–¼ | -59.8% | 46,219 | 4.4% | ETF |
VUG Vanguard Growth ETF | $9,144,126 | $6,078,397 â–² | 198.3% | 106,154 | 4.3% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $8,527,624 | $11,491,959 â–¼ | -57.4% | 144,585 | 4.0% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $7,420,094 | $213,001 â–² | 3.0% | 79,461 | 3.5% | ETF |
DFUV Dimensional US Marketwide Value ETF | $7,301,284 | $7,750,167 â–¼ | -51.5% | 132,726 | 3.4% | ETF |
VANGUARD MALVERN FDS
| $6,776,166 | $6,852,704 â–¼ | -50.3% | 87,737 | 3.2% | CORE BD ETF |
BNDX Vanguard Total International Bond ETF | $5,466,396 | $6,909,853 â–¼ | -55.8% | 112,872 | 2.6% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $5,426,724 | $6,415,768 â–¼ | -54.2% | 17,717 | 2.6% | ETF |
DFIS Dimensional International Small Cap ETF | $4,116,300 | $2,857,954 â–¼ | -41.0% | 117,508 | 1.9% | ETF |
DFIV Dimensional International Value ETF | $3,851,055 | $1,445,422 â–¼ | -27.3% | 71,289 | 1.8% | ETF |
VGK Vanguard FTSE Europe ETF | $3,337,516 | $1,414,869 â–¼ | -29.8% | 37,695 | 1.6% | ETF |
SMLF iShares U.S. Small Cap Equity Factor ETF | $3,018,459 | $3,369,225 â–¼ | -52.7% | 33,862 | 1.4% | ETF |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $2,946,869 | $2,831,685 â–¼ | -49.0% | 158,647 | 1.4% | ETF |
INVESCO EXCH TRD SLF IDX FD
| $2,931,889 | $2,631,833 â–¼ | -47.3% | 141,877 | 1.4% | BULL 2034 CO ETF |
BSCU Invesco BulletShares 2030 Corporate Bond ETF | $2,917,986 | $2,977,475 â–¼ | -50.5% | 175,307 | 1.4% | ETF |
BSCW Invesco BulletShares 2032 Corporate Bond ETF | $2,871,790 | $3,090,201 â–¼ | -51.8% | 140,019 | 1.4% | ETF |
BSCV Invesco BulletShares 2031 Corporate Bond ETF | $2,869,128 | $3,057,670 â–¼ | -51.6% | 175,107 | 1.4% | ETF |
CGW Invesco S&P Global Water Index ETF | $2,826,193 | $3,818,913 â–¼ | -57.5% | 42,997 | 1.3% | ETF |
DFSU Dimensional US Sustainability Core 1 ETF | $2,752,430 | $1,799,499 â–¼ | -39.5% | 59,027 | 1.3% | ETF |
DFSI Dimensional International Sustainability Core 1 ETF | $2,673,123 | $1,516,714 â–¼ | -36.2% | 59,271 | 1.3% | ETF |
INVESCO EXCH TRD SLF IDX FD
| $2,623,728 | $2,974,357 â–¼ | -53.1% | 124,613 | 1.2% | BUL 2033 COR ETF |
ISHARES TR
| $2,594,985 | $2,168,630 â–¼ | -45.5% | 101,327 | 1.2% | IBONDS DEC 2035 |
LRGF iShares U.S. Equity Factor ETF | $2,582,009 | $2,446,783 â–¼ | -48.7% | 34,140 | 1.2% | ETF |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $2,491,647 | $741,502 â–¼ | -22.9% | 101,040 | 1.2% | ETF |
IQLT iShares MSCI Intl Quality Factor ETF | $1,808,030 | $8,278,170 â–¼ | -82.1% | 36,489 | 0.9% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $1,798,628 | $634,980 â–¼ | -26.1% | 35,546 | 0.8% | ETF |
AAPL Apple | $1,714,788 | $5,543,112 â–¼ | -76.4% | 5,926 | 0.8% | Technology |
DXJ WisdomTree Japan Hedged Equity Fund | $1,707,804 | $898,150 â–² | 110.9% | 9,842 | 0.8% | ETF |
VPL Vanguard FTSE Pacific ETF | $1,694,512 | $2,035,913 â–¼ | -54.6% | 14,647 | 0.8% | ETF |
XLP Consumer Staples Select Sector SPDR Fund | $1,680,091 | $1,468,512 â–¼ | -46.6% | 20,225 | 0.8% | ETF |
ISHARES TR
| $1,581,616 | $1,269,701 â–¼ | -44.5% | 60,275 | 0.7% | IBONDS OCT 2027 |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $1,580,500 | $1,415,852 â–¼ | -47.3% | 80,576 | 0.7% | ETF |
PRF Invesco RAFI US 1000 ETF | $1,545,258 | $146,151 â–¼ | -8.6% | 28,600 | 0.7% | ETF |
ISHARES TR
| $1,540,733 | $1,323,521 â–¼ | -46.2% | 58,583 | 0.7% | IBONDS OCT 2028 |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $1,532,342 | $1,338,537 â–¼ | -46.6% | 78,481 | 0.7% | ETF |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $1,493,611 | $1,463,736 â–¼ | -49.5% | 73,342 | 0.7% | ETF |
NVDA NVIDIA | $1,465,659 | $2,684,607 â–¼ | -64.7% | 7,325 | 0.7% | Technology |
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $1,445,795 | $567,197 â–² | 64.6% | 7,540 | 0.7% | ETF |
ISHARES TR
| $1,444,995 | $1,235,571 â–¼ | -46.1% | 55,385 | 0.7% | IBONDS OCT 2026 |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | $1,412,867 | $2,342,742 â–¼ | -62.4% | 21,834 | 0.7% | ETF |
MSFT Microsoft | $1,398,548 | $4,668,293 â–¼ | -76.9% | 3,749 | 0.7% | Technology |
ESGV Vanguard ESG U.S. Stock ETF | $1,363,395 | $943,136 â–¼ | -40.9% | 10,310 | 0.6% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $1,339,706 | $1,151,274 â–¼ | -46.2% | 55,314 | 0.6% | ETF |
IVV iShares Core S&P 500 ETF | $1,285,096 | $255,372 â–² | 24.8% | 1,716 | 0.6% | ETF |
IWF iShares Russell 1000 Growth ETF | $1,050,169 | $674,949 â–² | 179.9% | 8,458 | 0.5% | ETF |
FNDX Schwab Fundamental U.S. Large Company ETF | $1,029,629 | $647,752 â–¼ | -38.6% | 33,107 | 0.5% | ETF |
USFR WisdomTree Floating Rate Treasury Fund | $984,242 | $2,027,847 â–¼ | -67.3% | 19,548 | 0.5% | ETF |
VSGX Vanguard ESG International Stock ETF | $889,520 | $565,100 â–¼ | -38.8% | 10,803 | 0.4% | ETF |
GE GE Aerospace | $888,357 | $1,801,380 â–¼ | -67.0% | 2,377 | 0.4% | Industrials |
GMF SPDR S&P Emerging Asia Pacific ETF | $837,592 | $1,722,118 â–¼ | -67.3% | 5,336 | 0.4% | ETF |
XOM ExxonMobil | $799,403 | $2,073,909 â–¼ | -72.2% | 5,847 | 0.4% | Energy |
VTI Vanguard Total Stock Market ETF | $706,781 | $270,871 â–¼ | -27.7% | 1,910 | 0.3% | ETF |
VO Vanguard Mid-Cap ETF | $698,381 | $261,047 â–² | 59.7% | 8,668 | 0.3% | ETF |
AMZN Amazon.com | $694,194 | $1,073,105 â–¼ | -60.7% | 2,913 | 0.3% | Consumer Discretionary |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $692,370 | $1,454,150 â–¼ | -67.7% | 12,379 | 0.3% | ETF |
ARISTA NETWORKS INC
| $682,239 | $171,749 â–¼ | -20.1% | 4,016 | 0.3% | COM SHS |
GOOGL Alphabet | $672,358 | $2,505,704 â–¼ | -78.8% | 1,881 | 0.3% | Communication Services |
JPM JPMorgan Chase & Co. | $659,267 | $2,586,330 â–¼ | -79.7% | 2,014 | 0.3% | Finance |
JVAL JPMorgan U.S. Value Factor ETF | $650,025 | $61,865 â–¼ | -8.7% | 11,085 | 0.3% | ETF |
DLS WisdomTree International SmallCap Dividend Fund | $646,189 | $761,484 â–¼ | -54.1% | 7,712 | 0.3% | ETF |
NULV Nuveen ESG Large-Cap Value ETF | $597,231 | $1,006,799 â–¼ | -62.8% | 11,947 | 0.3% | ETF |
CAT Caterpillar | $578,242 | $1,554,757 â–¼ | -72.9% | 543 | 0.3% | Industrials |
AVGO Broadcom | $572,756 | $1,513,874 â–¼ | -72.6% | 1,516 | 0.3% | Technology |
BRK.B Berkshire Hathaway | $548,928 | $3,451,691 â–¼ | -86.3% | 1,097 | 0.3% | Finance |
IMCG iShares Morningstar Mid-Cap Growth ETF | $541,142 | $248,699 â–¼ | -31.5% | 5,505 | 0.3% | ETF |
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | $536,258 | $799,572 â–¼ | -59.9% | 10,971 | 0.3% | ETF |
JNJ Johnson & Johnson | $535,624 | $1,949,224 â–¼ | -78.4% | 2,109 | 0.3% | Healthcare |
DFAT Dimensional U.S. Targeted Value ETF | $528,026 | $1,313,774 â–¼ | -71.3% | 7,554 | 0.2% | ETF |
QQQ Invesco QQQ | $518,168 | $569,690 â–¼ | -52.4% | 704 | 0.2% | ETF |
GE VERNOVA INC
| $513,517 | $1,457,119 â–¼ | -73.9% | 437 | 0.2% | COM |
IBDY iShares iBonds Dec 2033 Term Corporate ETF | $513,227 | $291,485 â–¼ | -36.2% | 19,935 | 0.2% | ETF |
XLI Industrial Select Sector SPDR Fund | $494,009 | $462,335 â–¼ | -48.3% | 2,667 | 0.2% | ETF |
GOOG Alphabet | $492,189 | $1,827,777 â–¼ | -78.8% | 1,393 | 0.2% | Communication Services |
SCHW Charles Schwab | $484,879 | $20,207 â–¼ | -4.0% | 5,255 | 0.2% | Finance |
FNDA Schwab Fundamental U.S. Small Company ETF | $408,498 | $2,965,103 â–¼ | -87.9% | 10,733 | 0.2% | ETF |
HD Home Depot | $401,351 | $1,197,705 â–¼ | -74.9% | 1,138 | 0.2% | Consumer Discretionary |
DIS Walt Disney | $391,160 | $145,723 â–¼ | -27.1% | 4,064 | 0.2% | Communication Services |
LAM RESEARCH CORP
| $377,864 | $867,527 â–¼ | -69.7% | 872 | 0.2% | COM NEW |
META Meta Platforms | $371,922 | $184,834 â–¼ | -33.2% | 660 | 0.2% | Communication Services |
AMAT Applied Materials | $368,007 | $1,047,627 â–¼ | -74.0% | 509 | 0.2% | Technology |
SCHF Schwab International Equity ETF | $346,001 | $7,701 â–¼ | -2.2% | 12,491 | 0.2% | ETF |
INVESCO EXCH TRD SLF IDX FD
| $344,009 | $233,497 â–¼ | -40.4% | 13,955 | 0.2% | BULLETSHARE 2034 |
TSM Taiwan Semiconductor Manufacturing | $339,075 | $1,600,338 â–¼ | -82.5% | 710 | 0.2% | Technology |
INVESCO EXCH TRD SLF IDX FD
| $333,989 | $275,015 â–² | 466.3% | 16,316 | 0.2% | BULLETSHARES |
LLY Eli Lilly and Company | $328,001 | $1,338,436 â–¼ | -80.3% | 273 | 0.2% | Healthcare |
FNDC Schwab Fundamental International Small Equity ETF | $325,692 | $338,220 â–¼ | -50.9% | 6,707 | 0.2% | ETF |
IBDX iShares iBonds Dec 2032 Term Corporate ETF | $305,177 | $128,671 â–¼ | -29.7% | 12,115 | 0.1% | ETF |
ORCL Oracle | $304,971 | $739,199 â–¼ | -70.8% | 2,081 | 0.1% | Technology |
BSMW Invesco BulletShares 2032 Municipal Bond ETF | $303,817 | $256,780 â–¼ | -45.8% | 12,085 | 0.1% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $299,840 | $221,177 â–² | 281.2% | 2,935 | 0.1% | ETF |
INVESCO EXCH TRD SLF IDX FD
| $298,435 | $202,905 â–¼ | -40.5% | 11,565 | 0.1% | BULLE MUN ETF |
INVESCO EXCH TRD SLF IDX FD
| $279,423 | $119,101 â–² | 74.3% | 10,900 | 0.1% | BULTSHS 2035 MUN |
IBDW iShares iBonds Dec 2031 Term Corporate ETF | $278,423 | $60,749 â–¼ | -17.9% | 13,360 | 0.1% | ETF |
IWD iShares Russell 1000 Value ETF | $274,431 | | 0.0% | 1,132 | 0.1% | ETF |
FNDF Schwab Fundamental International Equity ETF | $271,820 | $201,438 â–¼ | -42.6% | 5,152 | 0.1% | ETF |
VANGUARD MALVERN FDS
| $264,224 | $264,224 â–² | New Holding | 3,406 | 0.1% | CORE-PLUS BD ETF |
VOO Vanguard S&P 500 ETF | $258,241 | $734,888 â–¼ | -74.0% | 376 | 0.1% | ETF |
MGV Vanguard Mega Cap Value ETF | $254,982 | $656,252 â–¼ | -72.0% | 1,560 | 0.1% | ETF |
