SCHF Schwab International Equity ETF | $16,793,408 | $2,624,511 ▲ | 18.5% | 849,009 | 8.8% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $15,209,231 | $129,813 ▲ | 0.9% | 163,910 | 7.9% | ETF |
BNDX Vanguard Total International Bond ETF | $13,737,026 | $996,807 ▲ | 7.8% | 281,381 | 7.2% | ETF |
SCHD Schwab US Dividend Equity ETF | $13,329,129 | $772,170 ▲ | 6.1% | 476,722 | 7.0% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $11,003,202 | $960,417 ▲ | 9.6% | 111,233 | 5.7% | Finance |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $7,539,962 | $350,876 ▲ | 4.9% | 177,327 | 3.9% | ETF |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $5,263,985 | $374,494 ▼ | -6.6% | 254,545 | 2.7% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $4,835,076 | $258,213 ▲ | 5.6% | 58,254 | 2.5% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $4,278,165 | $184,867 ▲ | 4.5% | 163,289 | 2.2% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $3,736,857 | $427,201 ▲ | 12.9% | 94,917 | 1.9% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $3,711,023 | $104,892 ▼ | -2.7% | 148,204 | 1.9% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $3,500,030 | $278,792 ▲ | 8.7% | 44,643 | 1.8% | ETF |
VYM Vanguard High Dividend Yield ETF | $3,235,592 | $135,794 ▼ | -4.0% | 25,090 | 1.7% | ETF |
FREL Fidelity MSCI Real Estate Index ETF | $3,215,901 | $177,263 ▲ | 5.8% | 117,070 | 1.7% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $3,203,570 | $322,530 ▲ | 11.2% | 27,712 | 1.7% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $2,868,562 | $298,744 ▼ | -9.4% | 78,785 | 1.5% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $2,855,117 | $347,953 ▲ | 13.9% | 146,566 | 1.5% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $2,439,049 | $53,439 ▲ | 2.2% | 48,791 | 1.3% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $2,428,755 | $359,488 ▼ | -12.9% | 104,869 | 1.3% | ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $2,272,374 | $273,576 ▲ | 13.7% | 115,996 | 1.2% | ETF |
VBR Vanguard Small-Cap Value ETF | $2,177,804 | $16,021 ▼ | -0.7% | 11,690 | 1.1% | ETF |
VTV Vanguard Value ETF | $2,149,113 | $899,998 ▼ | -29.5% | 12,441 | 1.1% | ETF |
AMZN Amazon.com | $2,048,720 | $29,681 ▼ | -1.4% | 10,768 | 1.1% | Retail/Wholesale |
MSFT Microsoft | $1,860,986 | $52,935 ▲ | 2.9% | 4,957 | 1.0% | Computer and Technology |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $1,794,837 | $220,737 ▲ | 14.0% | 88,198 | 0.9% | ETF |
IWB iShares Russell 1000 ETF | $1,722,433 | $162,887 ▼ | -8.6% | 5,615 | 0.9% | ETF |
NET Cloudflare | $1,613,946 | $1,352 ▲ | 0.1% | 14,322 | 0.8% | Computer and Technology |
ADBE Adobe | $1,530,668 | $27,998 ▲ | 1.9% | 3,991 | 0.8% | Computer and Technology |
BIV Vanguard Intermediate-Term Bond ETF | $1,433,040 | $4,671 ▼ | -0.3% | 18,715 | 0.7% | ETF |
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | $1,308,691 | $162,734 ▼ | -11.1% | 56,776 | 0.7% | ETF |
AAPL Apple | $1,188,660 | $196,814 ▼ | -14.2% | 5,351 | 0.6% | Computer and Technology |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $1,114,522 | $43,359 ▲ | 4.0% | 44,315 | 0.6% | ETF |
VNQ Vanguard Real Estate ETF | $1,075,429 | $19,013 ▼ | -1.7% | 11,878 | 0.6% | ETF |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $1,068,514 | $128,858 ▲ | 13.7% | 57,664 | 0.6% | ETF |
V Visa | $1,014,932 | $350 ▲ | 0.0% | 2,896 | 0.5% | Business Services |
NVDA NVIDIA | $981,164 | $27,095 ▼ | -2.7% | 9,053 | 0.5% | Computer and Technology |
BGRN iShares USD Green Bond ETF | $967,328 | $55,316 ▲ | 6.1% | 20,425 | 0.5% | Manufacturing |
GOOG Alphabet | $819,583 | $28,746 ▼ | -3.4% | 5,246 | 0.4% | Computer and Technology |
META Meta Platforms | $812,091 | $8,645 ▲ | 1.1% | 1,409 | 0.4% | Computer and Technology |
VO Vanguard Mid-Cap ETF | $756,950 | $30,775 ▼ | -3.9% | 2,927 | 0.4% | ETF |
ORCL Oracle | $745,187 | $99,265 ▲ | 15.4% | 5,330 | 0.4% | Computer and Technology |
MDY SPDR S&P MidCap 400 ETF Trust | $721,272 | $13,871 ▼ | -1.9% | 1,352 | 0.4% | ETF |
ILCG iShares Morningstar Growth ETF | $704,445 | $2,106 ▼ | -0.3% | 8,698 | 0.4% | ETF |
QCOM QUALCOMM | $673,580 | $50,538 ▲ | 8.1% | 4,385 | 0.4% | Computer and Technology |
NFLX Netflix | $666,759 | $224,740 ▼ | -25.2% | 715 | 0.3% | Consumer Discretionary |
SHOP Shopify | $665,591 | $41,534 ▼ | -5.9% | 6,971 | 0.3% | Computer and Technology |
SCHC Schwab International Small-Cap Equity ETF | $652,442 | $3,050 ▼ | -0.5% | 18,184 | 0.3% | ETF |
BND Vanguard Total Bond Market ETF | $647,903 | $28,792 ▼ | -4.3% | 8,821 | 0.3% | ETF |
IWF iShares Russell 1000 Growth ETF | $646,351 | | 0.0% | 1,790 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $639,752 | $10,143 ▲ | 1.6% | 6,118 | 0.3% | ETF |
VZ Verizon Communications | $586,913 | $104,872 ▲ | 21.8% | 12,939 | 0.3% | Computer and Technology |
IEMG iShares Core MSCI Emerging Markets ETF | $576,436 | $2,968 ▲ | 0.5% | 10,681 | 0.3% | ETF |
JNK SPDR Bloomberg High Yield Bond ETF | $568,750 | $8,291 ▲ | 1.5% | 5,968 | 0.3% | Finance |
MA Mastercard | $542,639 | $8,222 ▼ | -1.5% | 990 | 0.3% | Business Services |
SCHV Schwab U.S. Large-Cap Value ETF | $534,496 | $19,377 ▼ | -3.5% | 20,109 | 0.3% | ETF |
VIOG Vanguard S&P Small-Cap 600 Growth ETF | $501,891 | $76,523 ▼ | -13.2% | 4,696 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $493,040 | $834,978 ▼ | -62.9% | 881 | 0.3% | Finance |
SONY Sony Group | $491,830 | $7,236 ▲ | 1.5% | 19,371 | 0.3% | Consumer Staples |
TSLA Tesla | $489,812 | $518 ▼ | -0.1% | 1,890 | 0.3% | Auto/Tires/Trucks |
LLY Eli Lilly and Company | $488,113 | $80,939 ▲ | 19.9% | 591 | 0.3% | Medical |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $485,710 | $126,239 ▼ | -20.6% | 6,233 | 0.3% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $479,295 | $35,868 ▼ | -7.0% | 17,385 | 0.2% | ETF |
VTI Vanguard Total Stock Market ETF | $468,957 | | 0.0% | 1,706 | 0.2% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $467,113 | $13,587 ▼ | -2.8% | 7,701 | 0.2% | ETF |
WEC WEC Energy Group | $457,171 | $981 ▼ | -0.2% | 4,195 | 0.2% | Utilities |
IEFA iShares Core MSCI EAFE ETF | $453,598 | $13,617 ▼ | -2.9% | 5,996 | 0.2% | ETF |
ABT Abbott Laboratories | $447,428 | $19,897 ▲ | 4.7% | 3,373 | 0.2% | Medical |
ZTS Zoetis | $439,451 | $142,916 ▲ | 48.2% | 2,669 | 0.2% | Medical |
VCSH Vanguard Short-Term Corporate Bond ETF | $435,151 | $435,151 ▲ | New Holding | 5,512 | 0.2% | ETF |
BA Boeing | $434,561 | $169,697 ▲ | 64.1% | 2,548 | 0.2% | Aerospace |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $425,848 | $6,457 ▼ | -1.5% | 8,969 | 0.2% | ETF |
NUHY Nuveen ESG High Yield Corporate Bond ETF | $422,753 | $25,988 ▲ | 6.5% | 19,960 | 0.2% | ETF |
BSV Vanguard Short-Term Bond ETF | $414,134 | $414,134 ▲ | New Holding | 5,290 | 0.2% | ETF |
TMO Thermo Fisher Scientific | $413,008 | $143,806 ▲ | 53.4% | 830 | 0.2% | Medical |
EFA iShares MSCI EAFE ETF | $412,608 | $25,257 ▼ | -5.8% | 5,048 | 0.2% | Finance |
IBHE iShares iBonds 2025 Term High Yield and Income ETF | $402,935 | | 0.0% | 17,338 | 0.2% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $398,178 | $215,709 ▼ | -35.1% | 7,834 | 0.2% | ETF |
SAP SAP | $389,775 | $21,207 ▼ | -5.2% | 1,452 | 0.2% | Computer and Technology |
GOOGL Alphabet | $383,816 | $34,639 ▼ | -8.3% | 2,482 | 0.2% | Computer and Technology |
OKE ONEOK | $370,884 | $1,588 ▼ | -0.4% | 3,738 | 0.2% | Energy |
RSG Republic Services | $364,935 | $3,148 ▼ | -0.9% | 1,507 | 0.2% | Business Services |
VWO Vanguard FTSE Emerging Markets ETF | $364,619 | $21,544 ▼ | -5.6% | 8,056 | 0.2% | ETF |
WFC Wells Fargo & Company | $358,017 | $4,810 ▼ | -1.3% | 4,987 | 0.2% | Finance |
NVO Novo Nordisk A/S | $355,116 | $103,813 ▼ | -22.6% | 5,114 | 0.2% | Medical |
OLLI Ollie's Bargain Outlet | $352,338 | $3,956 ▲ | 1.1% | 3,028 | 0.2% | Consumer Staples |
LYG Lloyds Banking Group | $342,070 | $58,775 ▲ | 20.7% | 89,547 | 0.2% | Finance |
COF Capital One Financial | $337,084 | $717 ▼ | -0.2% | 1,880 | 0.2% | Finance |
TDY Teledyne Technologies | $331,475 | $1,991 ▲ | 0.6% | 666 | 0.2% | Aerospace |
MSCI MSCI | $330,252 | $1,697 ▲ | 0.5% | 584 | 0.2% | Finance |
ADP Automatic Data Processing | $322,945 | $3,361 ▲ | 1.1% | 1,057 | 0.2% | Business Services |
AON AON | $322,864 | $322,864 ▲ | New Holding | 809 | 0.2% | Finance |
BAC Bank of America | $317,816 | $1,294 ▲ | 0.4% | 7,616 | 0.2% | Finance |
UL Unilever | $317,044 | $2,918 ▼ | -0.9% | 5,324 | 0.2% | Consumer Staples |
MDT Medtronic | $316,307 | $59,847 ▲ | 23.3% | 3,520 | 0.2% | Medical |
IYW iShares U.S. Technology ETF | $316,036 | $140 ▲ | 0.0% | 2,250 | 0.2% | Manufacturing |
AIG American International Group | $315,505 | $315,505 ▲ | New Holding | 3,629 | 0.2% | Finance |
AWK American Water Works | $311,267 | $34,077 ▲ | 12.3% | 2,110 | 0.2% | Utilities |
WSO Watsco | $311,080 | $1,017 ▲ | 0.3% | 612 | 0.2% | Construction |
APD Air Products and Chemicals | $305,832 | $305,832 ▲ | New Holding | 1,037 | 0.2% | Basic Materials |
WDAY Workday | $303,122 | $1,401 ▼ | -0.5% | 1,298 | 0.2% | Computer and Technology |
