SCHF Schwab International Equity ETF | $19,040,735 | $277,577 ▲ | 1.5% | 861,569 | 9.0% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $17,938,909 | $41,383 ▲ | 0.2% | 164,289 | 8.5% | ETF |
BNDX Vanguard Total International Bond ETF | $14,023,744 | $15,582 ▲ | 0.1% | 281,694 | 6.6% | ETF |
SCHD Schwab US Dividend Equity ETF | $13,013,623 | $380,384 ▲ | 3.0% | 491,076 | 6.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $11,396,836 | $362,478 ▲ | 3.3% | 114,887 | 5.4% | Finance |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $7,825,754 | $176,430 ▲ | 2.3% | 181,417 | 3.7% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $5,762,888 | $592,611 ▲ | 11.5% | 64,931 | 2.7% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $4,827,879 | $246,827 ▲ | 5.4% | 172,087 | 2.3% | ETF |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $4,426,972 | $904,089 ▼ | -17.0% | 211,377 | 2.1% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $4,278,210 | $50,707 ▼ | -1.2% | 146,468 | 2.0% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $4,177,799 | $121,040 ▲ | 3.0% | 97,749 | 2.0% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $4,074,000 | $514,512 ▲ | 14.5% | 51,096 | 1.9% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $3,722,523 | $521,801 ▲ | 16.3% | 91,629 | 1.8% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $3,706,309 | $17,739 ▼ | -0.5% | 27,580 | 1.7% | ETF |
VYM Vanguard High Dividend Yield ETF | $3,435,306 | $90,519 ▲ | 2.7% | 25,769 | 1.6% | ETF |
FREL Fidelity MSCI Real Estate Index ETF | $3,265,838 | $100,186 ▲ | 3.2% | 120,775 | 1.5% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $2,939,236 | $56,392 ▲ | 2.0% | 149,433 | 1.4% | ETF |
NET Cloudflare | $2,873,609 | $68,932 ▲ | 2.5% | 14,674 | 1.4% | Computer and Technology |
IAGG iShares Core International Aggregate Bond ETF | $2,844,415 | $349,460 ▲ | 14.0% | 55,625 | 1.3% | ETF |
MSFT Microsoft | $2,740,586 | $275,053 ▲ | 11.2% | 5,510 | 1.3% | Computer and Technology |
SCHZ Schwab U.S. Aggregate Bond ETF | $2,375,084 | $62,074 ▼ | -2.5% | 102,198 | 1.1% | ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $2,291,596 | $12,125 ▲ | 0.5% | 116,613 | 1.1% | ETF |
VBR Vanguard Small-Cap Value ETF | $2,283,645 | $3,900 ▲ | 0.2% | 11,710 | 1.1% | ETF |
VTV Vanguard Value ETF | $2,174,397 | $23,854 ▼ | -1.1% | 12,306 | 1.0% | ETF |
NVDA NVIDIA | $2,125,755 | $695,472 ▲ | 48.6% | 13,455 | 1.0% | Computer and Technology |
AMZN Amazon.com | $2,047,986 | $309,836 ▼ | -13.1% | 9,353 | 1.0% | Retail/Wholesale |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $1,855,990 | $48,448 ▲ | 2.7% | 90,562 | 0.9% | ETF |
IWB iShares Russell 1000 ETF | $1,836,858 | $69,956 ▼ | -3.7% | 5,409 | 0.9% | ETF |
ADBE Adobe | $1,622,188 | $78,150 ▲ | 5.1% | 4,193 | 0.8% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $1,437,985 | $893,565 ▲ | 164.1% | 2,327 | 0.7% | Finance |
BIV Vanguard Intermediate-Term Bond ETF | $1,349,010 | $98,374 ▼ | -6.8% | 17,443 | 0.6% | ETF |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $1,299,464 | $183,613 ▲ | 16.5% | 51,607 | 0.6% | ETF |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $1,226,739 | $148,422 ▲ | 13.8% | 65,601 | 0.6% | ETF |
META Meta Platforms | $1,192,051 | $152,051 ▲ | 14.6% | 1,615 | 0.6% | Computer and Technology |
ORCL Oracle | $1,182,351 | $17,053 ▲ | 1.5% | 5,408 | 0.6% | Computer and Technology |
V Visa | $1,080,104 | $51,839 ▲ | 5.0% | 3,042 | 0.5% | Business Services |
VNQ Vanguard Real Estate ETF | $1,068,553 | $10,687 ▲ | 1.0% | 11,998 | 0.5% | ETF |
NFLX Netflix | $1,020,417 | $62,939 ▲ | 6.6% | 762 | 0.5% | Consumer Discretionary |
BGRN iShares USD Green Bond ETF | $1,010,032 | $36,372 ▲ | 3.7% | 21,188 | 0.5% | Manufacturing |
GOOG Alphabet | $977,596 | $47,008 ▲ | 5.1% | 5,511 | 0.5% | Computer and Technology |
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | $939,652 | $370,218 ▼ | -28.3% | 40,729 | 0.4% | ETF |
IWF iShares Russell 1000 Growth ETF | $870,814 | $110,815 ▲ | 14.6% | 2,051 | 0.4% | ETF |
AAPL Apple | $845,146 | $252,785 ▼ | -23.0% | 4,119 | 0.4% | Computer and Technology |
ILCG iShares Morningstar Growth ETF | $844,815 | $1,938 ▲ | 0.2% | 8,718 | 0.4% | ETF |
SHOP Shopify | $801,452 | $2,653 ▼ | -0.3% | 6,948 | 0.4% | Computer and Technology |
VO Vanguard Mid-Cap ETF | $797,803 | $9,935 ▼ | -1.2% | 2,891 | 0.4% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $767,418 | $4,671 ▼ | -0.6% | 18,074 | 0.4% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $722,954 | $43,060 ▼ | -5.6% | 1,276 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $697,340 | $42,694 ▲ | 6.5% | 6,517 | 0.3% | ETF |
QCOM QUALCOMM | $689,040 | $9,236 ▼ | -1.3% | 4,327 | 0.3% | Computer and Technology |
TSLA Tesla | $661,050 | $60,673 ▲ | 10.1% | 2,081 | 0.3% | Auto/Tires/Trucks |
BND Vanguard Total Bond Market ETF | $628,435 | $21,058 ▼ | -3.2% | 8,535 | 0.3% | ETF |
MA Mastercard | $585,541 | $29,221 ▲ | 5.3% | 1,042 | 0.3% | Business Services |
JNK SPDR Bloomberg High Yield Bond ETF | $574,531 | $5,638 ▼ | -1.0% | 5,910 | 0.3% | Finance |
SCHV Schwab U.S. Large-Cap Value ETF | $552,873 | $3,542 ▼ | -0.6% | 19,981 | 0.3% | ETF |
BA Boeing | $543,521 | $9,638 ▲ | 1.8% | 2,594 | 0.3% | Aerospace |
AVGO Broadcom | $542,868 | $83,539 ▲ | 18.2% | 1,969 | 0.3% | Computer and Technology |
VIOG Vanguard S&P Small-Cap 600 Growth ETF | $536,016 | $1,259 ▼ | -0.2% | 4,685 | 0.3% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $532,921 | $107,724 ▼ | -16.8% | 8,885 | 0.3% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $520,966 | $3,294 ▲ | 0.6% | 7,750 | 0.2% | ETF |
VTI Vanguard Total Stock Market ETF | $518,593 | | 0.0% | 1,706 | 0.2% | ETF |
VZ Verizon Communications | $517,942 | $41,929 ▼ | -7.5% | 11,970 | 0.2% | Computer and Technology |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $514,881 | $9,079 ▼ | -1.7% | 6,125 | 0.2% | ETF |
SONY Sony | $511,802 | $7,575 ▲ | 1.5% | 19,662 | 0.2% | Consumer Discretionary |
LLY Eli Lilly and Company | $499,736 | $38,981 ▲ | 8.5% | 641 | 0.2% | Medical |
ACN Accenture | $491,674 | $209,223 ▲ | 74.1% | 1,645 | 0.2% | Computer and Technology |
ABT Abbott Laboratories | $488,046 | $29,245 ▲ | 6.4% | 3,588 | 0.2% | Medical |
GOOGL Alphabet | $487,984 | $50,578 ▲ | 11.6% | 2,769 | 0.2% | Computer and Technology |
SCHE Schwab Emerging Markets Equity ETF | $470,280 | $53,710 ▼ | -10.3% | 15,603 | 0.2% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $462,252 | $63,803 ▲ | 16.0% | 9,346 | 0.2% | ETF |
WFC Wells Fargo & Company | $460,054 | $60,491 ▲ | 15.1% | 5,742 | 0.2% | Finance |
WEC WEC Energy Group | $451,237 | $14,069 ▲ | 3.2% | 4,330 | 0.2% | Utilities |
NUHY Nuveen ESG High Yield Corporate Bond ETF | $444,239 | $10,920 ▲ | 2.5% | 20,463 | 0.2% | ETF |
SAP SAP | $441,249 | $304 ▼ | -0.1% | 1,451 | 0.2% | Computer and Technology |
EFA iShares MSCI EAFE ETF | $422,440 | $28,782 ▼ | -6.4% | 4,726 | 0.2% | Finance |
VEA Vanguard FTSE Developed Markets ETF | $422,428 | $22,969 ▼ | -5.2% | 7,430 | 0.2% | ETF |
NOW ServiceNow | $418,429 | $101,780 ▲ | 32.1% | 407 | 0.2% | Computer and Technology |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $417,021 | $9,365 ▼ | -2.2% | 8,772 | 0.2% | ETF |
OLLI Ollie's Bargain Outlet | $410,363 | $11,333 ▲ | 2.8% | 3,114 | 0.2% | Consumer Staples |
ZTS Zoetis | $407,514 | $8,734 ▼ | -2.1% | 2,613 | 0.2% | Medical |
IBHE iShares iBonds 2025 Term High Yield and Income ETF | $403,195 | | 0.0% | 17,338 | 0.2% | ETF |
HD Home Depot | $401,968 | $143,036 ▲ | 55.2% | 1,096 | 0.2% | Retail/Wholesale |
VCSH Vanguard Short-Term Corporate Bond ETF | $401,490 | $36,730 ▼ | -8.4% | 5,050 | 0.2% | ETF |
AMAT Applied Materials | $399,853 | $47,235 ▲ | 13.4% | 2,184 | 0.2% | Computer and Technology |
COF Capital One Financial | $392,996 | $7,022 ▼ | -1.8% | 1,847 | 0.2% | Finance |
IYW iShares U.S. Technology ETF | $390,116 | $173 ▲ | 0.0% | 2,251 | 0.2% | Manufacturing |
BAC Bank of America | $381,082 | $20,680 ▲ | 5.7% | 8,053 | 0.2% | Finance |
BSV Vanguard Short-Term Bond ETF | $379,288 | $37,071 ▼ | -8.9% | 4,819 | 0.2% | ETF |
IEFA iShares Core MSCI EAFE ETF | $378,416 | $113,558 ▼ | -23.1% | 4,612 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $371,085 | $99,729 ▲ | 36.8% | 1,280 | 0.2% | Finance |
SBUX Starbucks | $351,770 | $109,590 ▲ | 45.3% | 3,839 | 0.2% | Retail/Wholesale |
GE GE Aerospace | $346,962 | $29,085 ▲ | 9.1% | 1,348 | 0.2% | Aerospace |
MSCI MSCI | $342,014 | $5,191 ▲ | 1.5% | 593 | 0.2% | Finance |
C Citigroup | $337,777 | $20,004 ▲ | 6.3% | 3,968 | 0.2% | Financial Services |
NVO Novo Nordisk A/S | $334,264 | $18,704 ▼ | -5.3% | 4,843 | 0.2% | Medical |
TMO Thermo Fisher Scientific | $333,694 | $2,838 ▼ | -0.8% | 823 | 0.2% | Medical |
ADP Automatic Data Processing | $330,605 | $4,626 ▲ | 1.4% | 1,072 | 0.2% | Computer and Technology |
UL Unilever | $329,156 | $3,487 ▲ | 1.1% | 5,381 | 0.2% | Consumer Staples |
IBM International Business Machines | $327,583 | $27,421 ▲ | 9.1% | 1,111 | 0.2% | Computer and Technology |
ARES Ares Management | $323,027 | $4,157 ▲ | 1.3% | 1,865 | 0.2% | Finance |
