VTI Vanguard Total Stock Market ETF | $59,114,696 | $709,953 ▼ | -1.2% | 184,267 | 24.0% | ETF |
SPY SPDR S&P 500 ETF Trust | $38,768,231 | $336,878 ▲ | 0.9% | 59,612 | 15.8% | Finance |
VIG Vanguard Dividend Appreciation ETF | $17,765,229 | $26,882 ▼ | -0.2% | 82,606 | 7.2% | ETF |
IWV iShares Russell 3000 ETF | $14,150,798 | $51,896 ▼ | -0.4% | 38,175 | 5.8% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $8,106,925 | $79,187 ▲ | 1.0% | 105,039 | 3.3% | ETF |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $7,398,863 | $2,637,594 ▼ | -26.3% | 80,738 | 3.0% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $6,863,193 | $617 ▲ | 0.0% | 11,128 | 2.8% | ETF |
VANGUARD INSTL INDEX FD
| $5,711,970 | $309,788 ▼ | -5.1% | 75,505 | 2.3% | 0-3 MO TREAS BIL |
VOO Vanguard S&P 500 ETF | $4,866,697 | $1,195 ▼ | 0.0% | 8,144 | 2.0% | ETF |
VYM Vanguard High Dividend Yield ETF | $4,580,292 | $8,442 ▲ | 0.2% | 30,927 | 1.9% | ETF |
AOR iShares Core 60/40 Balanced Allocation ETF | $4,353,605 | $2,109,396 ▼ | -32.6% | 67,655 | 1.8% | ETF |
VUG Vanguard Growth ETF | $3,327,903 | $30,575 ▲ | 0.9% | 7,619 | 1.4% | ETF |
AOA iShares Core 80/20 Aggressive Allocation ETF | $2,536,064 | $665,629 ▼ | -20.8% | 28,659 | 1.0% | ETF |
VTV Vanguard Value ETF | $2,228,243 | $42,183 ▲ | 1.9% | 11,357 | 0.9% | ETF |
VGT Vanguard Information Technology ETF | $2,102,928 | | 0.0% | 3,014 | 0.9% | ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $1,656,684 | $24,865 ▼ | -1.5% | 84,417 | 0.7% | ETF |
AIRR First Trust RBA American Industrial Renaissance ETF | $1,575,070 | $125,735 ▲ | 8.7% | 14,218 | 0.6% | Manufacturing |
AOM iShares Core 40/60 Moderate Allocation ETF | $1,548,810 | $2,181,626 ▼ | -58.5% | 32,696 | 0.6% | ETF |
KO CocaCola | $1,543,663 | | 0.0% | 20,298 | 0.6% | Consumer Staples |
QLTA iShares Aaa - A Rated Corporate Bond ETF | $1,490,352 | $22,843 ▲ | 1.6% | 31,317 | 0.6% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $1,484,289 | $46,103 ▲ | 3.2% | 29,716 | 0.6% | Manufacturing |
BRK.B Berkshire Hathaway | $1,468,269 | $276,498 ▲ | 23.2% | 3,064 | 0.6% | Finance |
TSLA Tesla | $1,460,978 | $116,358 ▲ | 8.7% | 3,930 | 0.6% | Auto/Tires/Trucks |
IXN iShares Global Tech ETF | $1,409,977 | $23,693 ▲ | 1.7% | 14,104 | 0.6% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $1,406,200 | $24,945 ▼ | -1.7% | 28,186 | 0.6% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $1,368,717 | $15,187 ▼ | -1.1% | 21,360 | 0.6% | ETF |
PKG Packaging Corporation of America | $1,363,089 | | 0.0% | 6,423 | 0.6% | Industrials |
MSFT Microsoft | $1,352,971 | $300,208 ▼ | -18.2% | 3,655 | 0.5% | Computer and Technology |
VNQ Vanguard Real Estate ETF | $1,297,414 | $161,256 ▼ | -11.1% | 14,627 | 0.5% | ETF |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $1,274,926 | $26,284 ▼ | -2.0% | 62,426 | 0.5% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $1,194,084 | $3,125 ▼ | -0.3% | 61,141 | 0.5% | ETF |
IEF iShares 7-10 Year Treasury Bond ETF | $1,138,599 | $31,113 ▼ | -2.7% | 11,930 | 0.5% | ETF |
ARKG ARK Genomic Revolution ETF | $1,135,135 | $194,874 ▲ | 20.7% | 42,965 | 0.5% | ETF |
VIS Vanguard Industrials ETF | $1,096,829 | $40,589 ▼ | -3.6% | 3,513 | 0.4% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $1,065,922 | $187,683 ▲ | 21.4% | 13,551 | 0.4% | Manufacturing |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $1,029,214 | $79,736 ▲ | 8.4% | 55,155 | 0.4% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $960,720 | | 0.0% | 16,133 | 0.4% | ETF |
BSCU Invesco BulletShares 2030 Corporate Bond ETF | $916,340 | $82,860 ▲ | 9.9% | 54,808 | 0.4% | Manufacturing |
VOX Vanguard Communication Services ETF | $885,532 | $4,676 ▼ | -0.5% | 4,924 | 0.4% | ETF |
DFUS Dimensional U.S. Equity ETF | $879,071 | | 0.0% | 12,397 | 0.4% | ETF |
PALANTIR TECHNOLOGIES INC
| $870,220 | $47,395 ▼ | -5.2% | 5,949 | 0.4% | CL A |
AGG iShares Core U.S. Aggregate Bond ETF | $810,440 | $1,191 ▼ | -0.1% | 8,164 | 0.3% | Finance |
IWF iShares Russell 1000 Growth ETF | $796,942 | | 0.0% | 1,869 | 0.3% | ETF |
IWD iShares Russell 1000 Value ETF | $770,067 | | 0.0% | 3,604 | 0.3% | ETF |
IVOO Vanguard S&P Mid-Cap 400 ETF | $758,285 | | 0.0% | 6,633 | 0.3% | ETF |
HD Home Depot | $757,434 | $445,317 ▲ | 142.7% | 2,303 | 0.3% | Retail/Wholesale |
BRK.A Berkshire Hathaway | $718,140 | | 0.0% | 1 | 0.3% | Finance |
XLK Technology Select Sector SPDR Fund | $708,091 | $73,759 ▼ | -9.4% | 5,328 | 0.3% | ETF |
DFSV Dimensional US Small Cap Value ETF | $688,886 | $31,571 ▲ | 4.8% | 19,660 | 0.3% | ETF |
DFEV Dimensional Emerging Markets Value ETF | $663,003 | $2,147 ▲ | 0.3% | 18,530 | 0.3% | ETF |
DFIV Dimensional International Value ETF | $642,702 | $15,306 ▲ | 2.4% | 12,177 | 0.3% | ETF |
BAC Bank of America | $624,829 | $13,211 ▼ | -2.1% | 12,817 | 0.3% | Finance |
DON WisdomTree U.S. MidCap Dividend Fund | $623,683 | | 0.0% | 11,871 | 0.3% | Finance |
ARK ETF TR
| $618,449 | | 0.0% | 9,150 | 0.3% | INNOVATION ETF |
KBWB Invesco KBW Bank ETF | $617,690 | $51,586 ▲ | 9.1% | 7,807 | 0.3% | Manufacturing |
DISV Dimensional International Small Cap Value ETF | $612,661 | $19,957 ▼ | -3.2% | 15,534 | 0.2% | ETF |
GNR SPDR S&P Global Natural Resources ETF | $610,950 | $171,218 ▲ | 38.9% | 8,182 | 0.2% | ETF |
KBE SPDR S&P Bank ETF | $596,036 | $48,712 ▲ | 8.9% | 10,009 | 0.2% | ETF |
XLE Energy Select Sector SPDR Fund | $582,603 | $19,420 ▼ | -3.2% | 9,510 | 0.2% | ETF |
BSCV Invesco BulletShares 2031 Corporate Bond ETF | $572,989 | $45,644 ▲ | 8.7% | 34,811 | 0.2% | ETF |
MPX Marine Products | $568,041 | | 0.0% | 78,135 | 0.2% | Consumer Discretionary |
HYBL State Street Blackstone High Income ETF | $563,315 | $35,858 ▼ | -6.0% | 20,234 | 0.2% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $556,147 | | 0.0% | 5,525 | 0.2% | ETF |
VFH Vanguard Financials ETF | $553,431 | $2,416 ▲ | 0.4% | 4,581 | 0.2% | ETF |
COST Costco Wholesale | $553,020 | $553,020 ▲ | New Holding | 555 | 0.2% | Retail/Wholesale |
IVOV Vanguard S&P Mid-Cap 400 Value ETF | $526,368 | $2,345 ▼ | -0.4% | 5,163 | 0.2% | ETF |
BSCW Invesco BulletShares 2032 Corporate Bond ETF | $501,377 | $25,364 ▲ | 5.3% | 24,353 | 0.2% | ETF |
GMED Globus Medical | $480,773 | | 0.0% | 5,580 | 0.2% | Medical |
VXF Vanguard Extended Market ETF | $436,913 | | 0.0% | 2,123 | 0.2% | ETF |
HDV iShares Core High Dividend ETF | $434,168 | | 0.0% | 3,199 | 0.2% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $413,052 | $15,649 ▲ | 3.9% | 5,807 | 0.2% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $404,714 | $34,546 ▲ | 9.3% | 5,389 | 0.2% | ETF |
V Visa | $399,864 | $399,864 ▲ | New Holding | 1,323 | 0.2% | Business Services |
DFAI Dimensional International Core Equity Market ETF | $395,093 | $48,661 ▲ | 14.0% | 10,141 | 0.2% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $393,030 | $8,705 ▲ | 2.3% | 10,114 | 0.2% | ETF |
DUHP Dimensional US High Profitability ETF | $383,480 | | 0.0% | 10,432 | 0.2% | ETF |
XLI Industrial Select Sector SPDR Fund | $379,742 | $59,031 ▲ | 18.4% | 2,348 | 0.2% | ETF |
GLD SPDR Gold Shares | $362,734 | $2,582 ▼ | -0.7% | 843 | 0.1% | Finance |
GOOG Alphabet | $357,428 | $357,428 ▲ | New Holding | 1,246 | 0.1% | Computer and Technology |
VDE Vanguard Energy ETF | $355,597 | $87,558 ▼ | -19.8% | 2,055 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $351,521 | $9,119 ▲ | 2.7% | 1,195 | 0.1% | Finance |
DFAT Dimensional U.S. Targeted Value ETF | $349,408 | | 0.0% | 5,595 | 0.1% | ETF |
VOOV Vanguard S&P 500 Value ETF | $342,367 | | 0.0% | 1,680 | 0.1% | ETF |
XSD SPDR S&P Semiconductor ETF | $321,228 | $321,228 ▲ | New Holding | 985 | 0.1% | ETF |
WALMART INC
| $316,914 | | 0.0% | 2,550 | 0.1% | COM |
BSV Vanguard Short-Term Bond ETF | $314,628 | | 0.0% | 4,013 | 0.1% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $310,395 | | 0.0% | 3,751 | 0.1% | ETF |
AAPL Apple | $303,279 | | 0.0% | 1,195 | 0.1% | Computer and Technology |
OEF iShares S&P 100 ETF | $302,167 | | 0.0% | 950 | 0.1% | ETF |
GLPI Gaming and Leisure Properties | $300,163 | $7,277 ▼ | -2.4% | 6,765 | 0.1% | Finance |
VCSH Vanguard Short-Term Corporate Bond ETF | $287,909 | | 0.0% | 3,632 | 0.1% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $282,224 | | 0.0% | 3,418 | 0.1% | Manufacturing |
MAC Macerich | $278,113 | $13,117 ▲ | 4.9% | 14,715 | 0.1% | Finance |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $268,281 | $268,281 ▲ | New Holding | 7,765 | 0.1% | ETF |
DFIS Dimensional International Small Cap ETF | $267,845 | $17,845 ▲ | 7.1% | 7,955 | 0.1% | ETF |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $266,443 | $1,140 ▲ | 0.4% | 11,455 | 0.1% | ETF |
PEP PepsiCo | $260,577 | | 0.0% | 1,678 | 0.1% | Consumer Staples |
SOUTHSTATE BK CORP
| $257,206 | | 0.0% | 2,780 | 0.1% | COM |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $254,472 | $13,841 ▼ | -5.2% | 10,498 | 0.1% | ETF |
DFNM Dimensional National Municipal Bond ETF | $252,447 | | 0.0% | 5,267 | 0.1% | ETF |
