SCHX Schwab US Large-Cap ETF | $55,801,829 | $919,784 ▼ | -1.6% | 2,176,358 | 12.2% | ETF |
IVV iShares Core S&P 500 ETF | $35,764,698 | $1,763,656 ▲ | 5.2% | 54,712 | 7.8% | ETF |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $23,728,944 | $694,014 ▲ | 3.0% | 298,247 | 5.2% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $23,563,260 | $94,459 ▼ | -0.4% | 1,014,783 | 5.2% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $20,299,101 | $3,230,923 ▲ | 18.9% | 186,246 | 4.4% | Finance |
SCHF Schwab International Equity ETF | $19,514,581 | $549,400 ▼ | -2.7% | 788,468 | 4.3% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $17,874,087 | $1,073,817 ▲ | 6.4% | 180,053 | 3.9% | Finance |
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF | $17,188,224 | $2,010,611 ▼ | -10.5% | 558,422 | 3.8% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $16,163,317 | $266,895 ▲ | 1.7% | 490,541 | 3.5% | ETF |
FLOT iShares Floating Rate Bond ETF | $13,592,284 | $481,783 ▼ | -3.4% | 266,777 | 3.0% | ETF |
IEFA iShares Core MSCI EAFE ETF | $13,005,621 | $602,567 ▲ | 4.9% | 143,618 | 2.8% | ETF |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $12,702,627 | $406,826 ▲ | 3.3% | 135,230 | 2.8% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $11,646,927 | $126,441 ▼ | -1.1% | 376,193 | 2.5% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $11,225,973 | $633,875 ▲ | 6.0% | 160,843 | 2.5% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $10,398,036 | $46,001 ▼ | -0.4% | 135,851 | 2.3% | ETF |
SCHB Schwab US Broad Market ETF | $10,157,457 | $93,146 ▼ | -0.9% | 404,680 | 2.2% | ETF |
MUB iShares National Muni Bond ETF | $9,329,948 | $353,267 ▲ | 3.9% | 87,894 | 2.0% | ETF |
SCHA Schwab US Small-Cap ETF | $9,036,625 | $151,652 ▼ | -1.7% | 310,751 | 2.0% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $8,865,827 | $293,605 ▲ | 3.4% | 346,051 | 1.9% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $7,640,623 | $387,236 ▲ | 5.3% | 113,099 | 1.7% | ETF |
AAPL Apple | $7,185,707 | $21,318 ▲ | 0.3% | 28,314 | 1.6% | Computer and Technology |
SCHD Schwab US Dividend Equity ETF | $6,456,230 | $126,248 ▼ | -1.9% | 210,438 | 1.4% | ETF |
IJR iShares Core S&P Small-Cap ETF | $6,307,922 | $270,775 ▲ | 4.5% | 50,715 | 1.4% | ETF |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $6,020,628 | $519,694 ▲ | 9.4% | 142,298 | 1.3% | ETF |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $5,451,793 | $909,236 ▲ | 20.0% | 162,546 | 1.2% | ETF |
CL Colgate-Palmolive | $5,445,297 | $85 ▲ | 0.0% | 63,889 | 1.2% | Consumer Staples |
PCY Invesco Emerging Markets Sovereign Debt ETF | $4,634,001 | $182,707 ▼ | -3.8% | 221,723 | 1.0% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $4,281,429 | $80,591 ▲ | 1.9% | 91,269 | 0.9% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $4,221,963 | $116,168 ▲ | 2.8% | 29,620 | 0.9% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $3,914,214 | $70,621 ▼ | -1.8% | 85,744 | 0.9% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $2,974,697 | $1,544 ▼ | -0.1% | 102,118 | 0.7% | ETF |
IWF iShares Russell 1000 Growth ETF | $2,830,443 | | 0.0% | 6,638 | 0.6% | ETF |
TFI SPDR Nuveen ICE Municipal Bond ETF | $2,461,101 | $108,544 ▼ | -4.2% | 54,281 | 0.5% | Finance |
MSFT Microsoft | $2,332,075 | $78,476 ▼ | -3.3% | 6,300 | 0.5% | Computer and Technology |
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $2,163,553 | $56,240 ▼ | -2.5% | 22,351 | 0.5% | ETF |
DGRO iShares Core Dividend Growth ETF | $2,123,791 | $135,540 ▲ | 6.8% | 30,257 | 0.5% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $2,061,685 | $16,049 ▲ | 0.8% | 34,814 | 0.5% | ETF |
QQQ Invesco QQQ | $1,932,758 | $90,030 ▲ | 4.9% | 3,349 | 0.4% | Finance |
JNJ Johnson & Johnson | $1,761,424 | $6,355 ▲ | 0.4% | 7,206 | 0.4% | Medical |
GOOG Alphabet | $1,657,764 | $48,479 ▼ | -2.8% | 5,779 | 0.4% | Computer and Technology |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $1,635,584 | $5,267 ▲ | 0.3% | 33,849 | 0.4% | ETF |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | $1,550,229 | $63,091 ▲ | 4.2% | 34,056 | 0.3% | ETF |
NVDA NVIDIA | $1,449,718 | $13,951 ▲ | 1.0% | 8,313 | 0.3% | Computer and Technology |
RSP Invesco S&P 500 Equal Weight ETF | $1,341,391 | | 0.0% | 6,989 | 0.3% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $1,303,699 | $4,823 ▼ | -0.4% | 16,490 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $1,227,530 | | 0.0% | 4,173 | 0.3% | Finance |
SCHO Schwab Short-Term U.S. Treasury ETF | $1,222,429 | $7,694 ▲ | 0.6% | 50,368 | 0.3% | ETF |
GOOGL Alphabet | $1,199,125 | | 0.0% | 4,170 | 0.3% | Computer and Technology |
META Meta Platforms | $1,118,514 | $22,885 ▲ | 2.1% | 1,955 | 0.2% | Computer and Technology |
MRK Merck & Co., Inc. | $1,109,675 | $2,526 ▼ | -0.2% | 9,225 | 0.2% | Medical |
AMZN Amazon.com | $984,060 | $56,649 ▼ | -5.4% | 4,725 | 0.2% | Retail/Wholesale |
VOO Vanguard S&P 500 ETF | $983,142 | $95,625 ▲ | 10.8% | 1,645 | 0.2% | ETF |
VUG Vanguard Growth ETF | $874,490 | $23,588 ▼ | -2.6% | 2,002 | 0.2% | ETF |
T AT&T | $837,128 | $14,727 ▼ | -1.7% | 28,876 | 0.2% | Computer and Technology |
CSCO Cisco Systems | $759,684 | | 0.0% | 9,791 | 0.2% | Computer and Technology |
SHY iShares 1-3 Year Treasury Bond ETF | $754,277 | $55,982 ▲ | 8.0% | 9,135 | 0.2% | Manufacturing |
SCHV Schwab U.S. Large-Cap Value ETF | $738,405 | $824 ▼ | -0.1% | 24,210 | 0.2% | ETF |
HD Home Depot | $731,451 | $184,178 ▲ | 33.7% | 2,224 | 0.2% | Retail/Wholesale |
SPY SPDR S&P 500 ETF Trust | $667,249 | | 0.0% | 1,026 | 0.1% | Finance |
COKE Coca-Cola Consolidated | $653,193 | | 0.0% | 8,589 | 0.1% | Consumer Staples |
VIG Vanguard Dividend Appreciation ETF | $589,416 | $55,910 ▼ | -8.7% | 2,741 | 0.1% | ETF |
VTI Vanguard Total Stock Market ETF | $536,785 | $20,855 ▼ | -3.7% | 1,673 | 0.1% | ETF |
CVX Chevron | $532,563 | $15,724 ▲ | 3.0% | 2,574 | 0.1% | Energy |
IBM International Business Machines | $528,045 | $12,122 ▲ | 2.3% | 2,178 | 0.1% | Computer and Technology |
BAC Bank of America | $520,796 | | 0.0% | 10,683 | 0.1% | Finance |
VTV Vanguard Value ETF | $516,987 | | 0.0% | 2,635 | 0.1% | ETF |
NEE NextEra Energy | $465,175 | $2,044 ▲ | 0.4% | 5,008 | 0.1% | Utilities |
LINDE PLC
| $442,714 | | 0.0% | 893 | 0.1% | SHS |
V Visa | $412,860 | | 0.0% | 1,366 | 0.1% | Business Services |
DFUS Dimensional U.S. Equity ETF | $405,676 | | 0.0% | 5,721 | 0.1% | ETF |
AVGO Broadcom | $402,363 | $15,476 ▲ | 4.0% | 1,300 | 0.1% | Computer and Technology |
COST Costco Wholesale | $379,434 | $19,918 ▲ | 5.5% | 381 | 0.1% | Retail/Wholesale |
IWD iShares Russell 1000 Value ETF | $368,581 | | 0.0% | 1,725 | 0.1% | ETF |
TT Trane Technologies | $362,147 | | 0.0% | 869 | 0.1% | Construction |
BRK.B Berkshire Hathaway | $339,753 | $4,792 ▲ | 1.4% | 709 | 0.1% | Finance |
NFLX Netflix | $327,872 | $6,731 ▲ | 2.1% | 3,410 | 0.1% | Consumer Discretionary |
VT Vanguard Total World Stock ETF | $327,148 | | 0.0% | 2,365 | 0.1% | ETF |
BK BNY | $305,472 | | 0.0% | 2,575 | 0.1% | Finance |
VZ Verizon Communications | $299,422 | $10,140 ▲ | 3.5% | 5,965 | 0.1% | Computer and Technology |
GE AEROSPACE
| $283,770 | $42,566 ▲ | 17.6% | 1,000 | 0.1% | COM NEW |
IWP iShares Russell Mid-Cap Growth ETF | $276,227 | | 0.0% | 2,156 | 0.1% | ETF |
TSLA Tesla | $270,634 | $14,870 ▼ | -5.2% | 728 | 0.1% | Auto/Tires/Trucks |
PEG Public Service Enterprise Group | $263,249 | | 0.0% | 3,252 | 0.1% | Utilities |
ORCL Oracle | $249,499 | $22,067 ▲ | 9.7% | 1,696 | 0.1% | Computer and Technology |
GE VERNOVA INC
| $240,048 | $240,048 ▲ | New Holding | 275 | 0.1% | COM |
HSY Hershey | $228,679 | | 0.0% | 1,100 | 0.1% | Consumer Staples |
PM Philip Morris International | $225,950 | $225,950 ▲ | New Holding | 3,424 | 0.0% | Consumer Staples |
C Citigroup | $225,232 | | 0.0% | 1,986 | 0.0% | Financial Services |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $224,336 | $4,873 ▲ | 2.2% | 7,688 | 0.0% | ETF |
TSM Taiwan Semiconductor Manufacturing | $219,668 | $219,668 ▲ | New Holding | 650 | 0.0% | Computer and Technology |
DIS Walt Disney | $218,951 | | 0.0% | 2,272 | 0.0% | Consumer Discretionary |
VEU Vanguard FTSE All-World ex-US ETF | $214,880 | $214,880 ▲ | New Holding | 2,861 | 0.0% | ETF |
LLY Eli Lilly and Company | $209,708 | $22,994 ▲ | 12.3% | 228 | 0.0% | Medical |
MMM 3M | $208,986 | $208,986 ▲ | New Holding | 1,439 | 0.0% | Multi-Sector Conglomerates |
LVS Las Vegas Sands | $207,438 | | 0.0% | 3,850 | 0.0% | Consumer Discretionary |
UNH UnitedHealth Group | $204,295 | $6,765 ▲ | 3.4% | 755 | 0.0% | Medical |
PNC The PNC Financial Services Group | $203,512 | | 0.0% | 978 | 0.0% | Finance |
PHB Invesco Fundamental High Yield Corporate Bond ETF | $0 | $387,072 ▼ | -100.0% | 0 | 0.0% | ETF |
VXF Vanguard Extended Market ETF | $0 | $211,393 ▼ | -100.0% | 0 | 0.0% | ETF |
