SCHX Schwab US Large-Cap ETF | $65,414,512 | $1,364,287 â–² | 2.1% | 2,222,715 | 12.7% | ETF |
IVV iShares Core S&P 500 ETF | $46,339,972 | $5,365,902 â–² | 13.1% | 61,877 | 9.0% | ETF |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $25,042,626 | $1,192,022 â–² | 5.0% | 313,153 | 4.9% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $23,433,608 | $3,120,395 â–² | 15.4% | 214,856 | 4.6% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $22,129,220 | $1,342,720 â–¼ | -5.7% | 956,732 | 4.3% | ETF |
SCHF Schwab International Equity ETF | $21,888,392 | $47,838 â–² | 0.2% | 790,195 | 4.3% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $21,020,461 | $3,199,839 â–² | 18.0% | 212,383 | 4.1% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $17,283,069 | $503,941 â–¼ | -2.8% | 476,643 | 3.4% | ETF |
IEFA iShares Core MSCI EAFE ETF | $16,633,410 | $2,761,401 â–² | 19.9% | 172,207 | 3.2% | ETF |
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF | $15,820,853 | $1,406,450 â–¼ | -8.2% | 512,832 | 3.1% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $14,767,086 | $1,448,879 â–² | 10.9% | 178,341 | 2.9% | ETF |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $14,448,682 | $1,407,499 â–² | 10.8% | 149,825 | 2.8% | ETF |
FLOT iShares Floating Rate Bond ETF | $13,700,190 | $81,221 â–² | 0.6% | 268,368 | 2.7% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $13,435,809 | $434,440 â–¼ | -3.1% | 364,410 | 2.6% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $12,141,061 | $202,476 â–² | 1.7% | 138,155 | 2.4% | ETF |
SCHB Schwab US Broad Market ETF | $12,003,964 | $284,445 â–² | 2.4% | 414,502 | 2.3% | ETF |
SCHA Schwab US Small-Cap ETF | $10,647,118 | $580,320 â–¼ | -5.2% | 294,689 | 2.1% | ETF |
MUB iShares National Muni Bond ETF | $9,820,755 | $361,603 â–² | 3.8% | 91,254 | 1.9% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $9,432,858 | $713,014 â–² | 8.2% | 122,347 | 1.8% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $8,637,550 | $193,671 â–¼ | -2.2% | 338,462 | 1.7% | ETF |
IJR iShares Core S&P Small-Cap ETF | $8,317,973 | $797,364 â–² | 10.6% | 56,092 | 1.6% | ETF |
AAPL Apple | $8,077,129 | $115,743 â–¼ | -1.4% | 27,914 | 1.6% | Technology |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $6,031,889 | $2,969 â–¼ | 0.0% | 142,228 | 1.2% | ETF |
CL Colgate-Palmolive | $5,857,515 | $183 â–² | 0.0% | 63,891 | 1.1% | Consumer Staples |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $5,735,847 | $297,058 â–² | 5.5% | 171,424 | 1.1% | ETF |
SCHD Schwab US Dividend Equity ETF | $5,694,646 | $978,350 â–¼ | -14.7% | 179,585 | 1.1% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $5,652,138 | $786,657 â–² | 16.2% | 34,409 | 1.1% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $4,679,100 | $46,809 â–¼ | -1.0% | 90,365 | 0.9% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $4,423,587 | $102,947 â–² | 2.4% | 87,787 | 0.9% | ETF |
PCY Invesco Emerging Markets Sovereign Debt ETF | $4,301,007 | $499,292 â–¼ | -10.4% | 198,661 | 0.8% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $3,454,523 | $1,151 â–¼ | 0.0% | 102,084 | 0.7% | ETF |
IWF iShares Russell 1000 Growth ETF | $3,296,962 | $2,472,722 â–² | 300.0% | 26,552 | 0.6% | ETF |
DGRO iShares Core Dividend Growth ETF | $2,969,387 | $675,908 â–² | 29.5% | 39,174 | 0.6% | ETF |
MSFT Microsoft | $2,347,110 | $2,984 â–¼ | -0.1% | 6,292 | 0.5% | Technology |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $2,280,758 | $71,276 â–¼ | -3.0% | 33,759 | 0.4% | ETF |
GOOG Alphabet | $2,041,894 | | 0.0% | 5,779 | 0.4% | Communication Services |
QQQ Invesco QQQ | $1,905,814 | $560,404 â–¼ | -22.7% | 2,588 | 0.4% | ETF |
TFI SPDR Nuveen ICE Municipal Bond ETF | $1,886,960 | $599,110 â–¼ | -24.1% | 41,200 | 0.4% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $1,876,582 | $75,490 â–¼ | -3.9% | 32,540 | 0.4% | ETF |
JNJ Johnson & Johnson | $1,830,242 | $254 â–² | 0.0% | 7,207 | 0.4% | Healthcare |
NVDA NVIDIA | $1,665,871 | $2,601 â–² | 0.2% | 8,326 | 0.3% | Technology |
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $1,618,947 | $546,917 â–¼ | -25.3% | 16,707 | 0.3% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $1,548,151 | $51,024 â–² | 3.4% | 17,052 | 0.3% | ETF |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | $1,536,167 | $88,645 â–¼ | -5.5% | 32,198 | 0.3% | ETF |
GOOGL Alphabet | $1,497,380 | $7,147 â–² | 0.5% | 4,190 | 0.3% | Communication Services |
RSP Invesco S&P 500 Equal Weight ETF | $1,487,118 | | 0.0% | 6,989 | 0.3% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $1,221,184 | $5,311 â–² | 0.4% | 50,588 | 0.2% | ETF |
MRK Merck & Co., Inc. | $1,185,413 | | 0.0% | 9,225 | 0.2% | Healthcare |
JPM JPMorgan Chase & Co. | $1,164,313 | $201,635 â–¼ | -14.8% | 3,557 | 0.2% | Finance |
VOO Vanguard S&P 500 ETF | $1,151,291 | $21,295 â–² | 1.9% | 1,676 | 0.2% | ETF |
AMZN Amazon.com | $1,126,139 | | 0.0% | 4,725 | 0.2% | Consumer Discretionary |
META Meta Platforms | $1,095,599 | $5,633 â–¼ | -0.5% | 1,945 | 0.2% | Communication Services |
CSCO Cisco Systems | $1,079,575 | $70,476 â–¼ | -6.1% | 9,191 | 0.2% | Technology |
SPY SPDR S&P 500 ETF Trust | $997,817 | $231,529 â–² | 30.2% | 1,336 | 0.2% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $842,750 | | 0.0% | 24,210 | 0.2% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $841,868 | $91,798 â–² | 12.2% | 10,253 | 0.2% | ETF |
HD Home Depot | $784,360 | | 0.0% | 2,224 | 0.2% | Consumer Discretionary |
COKE Coca-Cola Consolidated | $689,901 | $8,127 â–¼ | -1.2% | 8,489 | 0.1% | Consumer Staples |
VIG Vanguard Dividend Appreciation ETF | $648,506 | | 0.0% | 2,741 | 0.1% | ETF |
VTI Vanguard Total Stock Market ETF | $625,888 | $6,662 â–² | 1.1% | 1,691 | 0.1% | ETF |
IBM International Business Machines | $612,654 | $281 â–² | 0.0% | 2,179 | 0.1% | Technology |
BAC Bank of America | $608,717 | | 0.0% | 10,683 | 0.1% | Finance |
T AT&T | $598,664 | $931 â–² | 0.2% | 28,921 | 0.1% | Communication Services |
AVGO Broadcom | $488,053 | $3,022 â–¼ | -0.6% | 1,292 | 0.1% | Technology |
DFUS Dimensional U.S. Equity ETF | $468,779 | | 0.0% | 5,721 | 0.1% | ETF |
V Visa | $468,661 | | 0.0% | 1,366 | 0.1% | Finance |
LINDE PLC
| $463,413 | | 0.0% | 893 | 0.1% | SHS |
SANDISK CORP
| $443,377 | $443,377 â–² | New Holding | 195 | 0.1% | COM |
TT Trane Technologies | $426,818 | | 0.0% | 869 | 0.1% | Industrials |
CVX Chevron | $414,237 | $12,432 â–¼ | -2.9% | 2,499 | 0.1% | Energy |
IWD iShares Russell 1000 Value ETF | $406,070 | $12,121 â–¼ | -2.9% | 1,675 | 0.1% | ETF |
WDC Western Digital | $374,290 | $374,290 â–² | New Holding | 586 | 0.1% | Technology |
NEE NextEra Energy | $372,598 | $66,971 â–¼ | -15.2% | 4,245 | 0.1% | Utilities |
VT Vanguard Total World Stock ETF | $371,232 | | 0.0% | 2,365 | 0.1% | ETF |
GE AEROSPACE
| $368,124 | $5,606 â–¼ | -1.5% | 985 | 0.1% | COM NEW |
XOM ExxonMobil | $356,566 | $356,566 â–² | New Holding | 2,608 | 0.1% | Energy |
COST Costco Wholesale | $356,360 | | 0.0% | 381 | 0.1% | Consumer Staples |
BRK.B Berkshire Hathaway | $354,777 | | 0.0% | 709 | 0.1% | Finance |
GE VERNOVA INC
| $323,087 | | 0.0% | 275 | 0.1% | COM |
IWP iShares Russell Mid-Cap Growth ETF | $315,660 | | 0.0% | 2,156 | 0.1% | ETF |
UNH UnitedHealth Group | $313,801 | | 0.0% | 755 | 0.1% | Healthcare |
TSM Taiwan Semiconductor Manufacturing | $310,421 | | 0.0% | 650 | 0.1% | Technology |
DELL Dell Technologies | $289,078 | $289,078 â–² | New Holding | 670 | 0.1% | Technology |
C Citigroup | $277,961 | | 0.0% | 1,986 | 0.1% | Finance |
LLY Eli Lilly and Company | $267,473 | $5,997 â–¼ | -2.2% | 223 | 0.1% | Healthcare |
PEG Public Service Enterprise Group | $263,932 | | 0.0% | 3,252 | 0.1% | Utilities |
VEU Vanguard FTSE All-World ex-US ETF | $258,139 | $18,510 â–² | 7.7% | 3,082 | 0.1% | ETF |
VZ Verizon Communications | $253,088 | $550 â–² | 0.2% | 5,978 | 0.0% | Communication Services |
ORCL Oracle | $248,549 | | 0.0% | 1,696 | 0.0% | Technology |
PM Philip Morris International | $246,357 | | 0.0% | 3,424 | 0.0% | Consumer Staples |
NFLX Netflix | $243,474 | | 0.0% | 3,410 | 0.0% | Communication Services |
PNC The PNC Financial Services Group | $240,803 | | 0.0% | 978 | 0.0% | Finance |
MMM 3M | $232,988 | | 0.0% | 1,439 | 0.0% | Industrials |
TSLA Tesla | $227,545 | $78,652 â–¼ | -25.7% | 541 | 0.0% | Consumer Discretionary |
PFE Pfizer | $227,532 | $227,532 â–² | New Holding | 9,449 | 0.0% | Healthcare |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $221,665 | $1,363 â–¼ | -0.6% | 7,641 | 0.0% | ETF |
VUG Vanguard Growth ETF | $219,406 | $46,948 â–² | 27.2% | 2,547 | 0.0% | ETF |
AMD Advanced Micro Devices | $216,679 | $216,679 â–² | New Holding | 373 | 0.0% | Technology |
DIS Walt Disney | $215,215 | $3,465 â–¼ | -1.6% | 2,236 | 0.0% | Communication Services |
FLEX Flex | $212,312 | $212,312 â–² | New Holding | 1,310 | 0.0% | Technology |
