VV Vanguard Large-Cap ETF | $129,690,868 | $4,319,510 â–² | 3.4% | 377,107 | 10.1% | ETF |
VB Vanguard Small-Cap ETF | $116,189,533 | $3,691,698 â–² | 3.3% | 383,312 | 9.0% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $61,541,048 | $2,240,670 â–² | 3.8% | 863,734 | 4.8% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $55,066,974 | $1,705,707 â–² | 3.2% | 1,518,670 | 4.3% | ETF |
VONE Vanguard Russell 1000 ETF | $50,943,488 | $1,461,916 â–² | 3.0% | 150,400 | 4.0% | ETF |
VO Vanguard Mid-Cap ETF | $49,923,992 | $37,936,787 â–² | 316.5% | 619,635 | 3.9% | ETF |
RDIV Invesco S&P Ultra Dividend Revenue ETF | $44,305,504 | $1,396,524 â–² | 3.3% | 763,888 | 3.4% | ETF |
VYM Vanguard High Dividend Yield ETF | $43,897,731 | $1,399,988 â–² | 3.3% | 277,781 | 3.4% | Financial Services |
IJT iShares S&P Small-Cap 600 Growth ETF | $35,219,206 | $1,280,026 â–² | 3.8% | 197,196 | 2.7% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $33,683,009 | $1,167,521 â–² | 3.6% | 246,437 | 2.6% | ETF |
GDXJ VanEck Junior Gold Miners ETF | $30,388,430 | $1,093,621 â–² | 3.7% | 309,297 | 2.4% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $30,332,619 | $518,457 â–² | 1.7% | 306,452 | 2.4% | Finance |
SPTS SPDR Portfolio Short Term Treasury ETF | $29,435,229 | $159,990 â–² | 0.5% | 1,014,658 | 2.3% | ETF |
IBTI iShares iBonds Dec 2028 Term Treasury ETF | $28,918,604 | $316,137 â–² | 1.1% | 1,306,170 | 2.2% | Manufacturing |
GTEK Goldman Sachs Future Tech Leaders Equity ETF | $26,407,715 | $6,703,672 â–¼ | -20.2% | 419,956 | 2.1% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $25,947,085 | $2,382,571 â–² | 10.1% | 512,991 | 2.0% | ETF |
GOLDMAN SACHS MUNICIPAL INCOME ETF
| $25,594,384 | $2,837,070 â–² | 12.5% | 497,558 | 2.0% | ETF |
VTV Vanguard Value ETF | $24,610,617 | $16,999 â–¼ | -0.1% | 112,929 | 1.9% | ETF |
VUG Vanguard Growth ETF | $20,212,234 | $16,842,351 â–² | 499.8% | 234,644 | 1.6% | ETF |
TIP iShares TIPS Bond ETF | $20,048,014 | $355,757 â–² | 1.8% | 183,204 | 1.6% | ETF |
URA Global X Uranium ETF | $19,753,187 | $609,921 â–² | 3.2% | 452,018 | 1.5% | ETF |
EFA iShares MSCI EAFE ETF | $19,108,830 | $249,728 â–² | 1.3% | 183,951 | 1.5% | Finance |
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF | $17,741,736 | $1,559,873 â–² | 9.6% | 697,944 | 1.4% | ETF |
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF | $15,802,250 | $1,710,509 â–² | 12.1% | 617,758 | 1.2% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $9,981,105 | $186,837 â–² | 1.9% | 91,511 | 0.8% | Finance |
TLT iShares 20+ Year Treasury Bond ETF | $9,948,065 | $169,902 â–² | 1.7% | 115,113 | 0.8% | ETF |
STATE STREET MY2028 CORPORATE BOND ETF
| $9,944,342 | $164,946 â–² | 1.7% | 399,291 | 0.8% | ETF |
STATE STREET MY2029 CORPORATE BOND ETF
| $9,914,137 | $166,405 â–² | 1.7% | 400,188 | 0.8% | ETF |
STATE STREET MY2030 CORPORATE BOND ETF
| $9,901,277 | $167,968 â–² | 1.7% | 400,902 | 0.8% | ETF |
IBTJ iShares iBonds Dec 2029 Term Treasury ETF | $9,661,399 | $157,092 â–² | 1.7% | 446,254 | 0.8% | Manufacturing |
IBTK iShares iBonds Dec 2030 Term Treasury ETF | $9,647,953 | $156,789 â–² | 1.7% | 493,754 | 0.7% | Manufacturing |
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF | $9,094,368 | $918,155 â–² | 11.2% | 357,483 | 0.7% | ETF |
STATE STREET MY2030 MUNICIPAL BOND ETF
| $8,347,105 | $1,011,592 â–² | 13.8% | 335,562 | 0.6% | ETF |
VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF
| $8,221,482 | $891,767 â–² | 12.2% | 81,425 | 0.6% | ETF |
STATE STREET MY2029 MUNICIPAL BOND ETF
| $7,984,310 | $911,188 â–² | 12.9% | 322,794 | 0.6% | ETF |
XMPT VanEck CEF Muni Income ETF | $7,616,309 | $936,113 â–² | 14.0% | 340,927 | 0.6% | ETF |
STATE STREET MY2031 MUNICIPAL BOND ETF
| $7,575,333 | $915,906 â–² | 13.8% | 301,746 | 0.6% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $6,976,128 | $269,363 â–² | 4.0% | 71,040 | 0.5% | ETF |
AAPL Apple | $6,660,778 | $517,665 â–² | 8.4% | 23,019 | 0.5% | Computer and Technology |
IDV iShares International Select Dividend ETF | $6,265,915 | $193,685 â–² | 3.2% | 151,241 | 0.5% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $5,824,908 | $472,028 â–² | 8.8% | 97,586 | 0.5% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $5,561,796 | $5,845 â–² | 0.1% | 110,375 | 0.4% | ETF |
IJR iShares Core S&P Small-Cap ETF | $5,327,444 | $410,670 â–² | 8.4% | 35,921 | 0.4% | ETF |
VBR Vanguard Small-Cap Value ETF | $5,002,435 | $465,812 â–² | 10.3% | 20,587 | 0.4% | ETF |
XLK Technology Select Sector SPDR Fund | $4,031,784 | $24,958 â–¼ | -0.6% | 21,162 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $3,972,596 | $53,041 â–¼ | -1.3% | 7,939 | 0.3% | Finance |
GOOGL Alphabet | $3,874,606 | $28,947 â–¼ | -0.7% | 10,842 | 0.3% | Computer and Technology |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | $3,758,403 | $168,369 â–² | 4.7% | 78,776 | 0.3% | ETF |
MSFT Microsoft | $3,739,899 | $146,224 â–² | 4.1% | 10,026 | 0.3% | Computer and Technology |
GOOG Alphabet | $3,568,633 | $8,127 â–² | 0.2% | 10,100 | 0.3% | Computer and Technology |
CAT Caterpillar | $3,168,078 | | 0.0% | 2,975 | 0.2% | Industrials |
JNJ Johnson & Johnson | $3,105,799 | $196,827 â–² | 6.8% | 12,229 | 0.2% | Medical |
KBWY Invesco KBW Premium Yield Equity REIT ETF | $2,869,139 | $138,996 â–² | 5.1% | 154,504 | 0.2% | ETF |
MGC Vanguard Mega Cap ETF | $2,760,379 | $6,293 â–² | 0.2% | 10,088 | 0.2% | ETF |
AMZN Amazon.com | $2,744,962 | $2,860 â–² | 0.1% | 11,517 | 0.2% | Retail/Wholesale |
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF | $2,615,391 | $126,416 â–² | 5.1% | 185,226 | 0.2% | ETF |
SCHX Schwab US Large-Cap ETF | $2,513,381 | $437,683 â–² | 21.1% | 85,402 | 0.2% | ETF |
AMLP Alerian MLP ETF | $2,454,683 | $84,878 â–² | 3.6% | 47,342 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $2,360,049 | $30,769 â–¼ | -1.3% | 7,210 | 0.2% | Finance |
HD Home Depot | $2,325,219 | $152,358 â–² | 7.0% | 6,593 | 0.2% | Retail/Wholesale |
SPY SPDR S&P 500 ETF Trust | $2,282,379 | $47,799 â–² | 2.1% | 3,056 | 0.2% | Finance |
GLD SPDR Gold Shares | $2,193,703 | $138,879 â–² | 6.8% | 5,955 | 0.2% | Finance |
MCD McDonald's | $2,128,691 | $73,254 â–² | 3.6% | 7,875 | 0.2% | Retail/Wholesale |
KO CocaCola | $2,069,459 | $85,008 â–² | 4.3% | 25,464 | 0.2% | Consumer Staples |
PANW Palo Alto Networks | $2,027,023 | $67,181 â–² | 3.4% | 5,944 | 0.2% | Computer and Technology |
PWR Quanta Services | $1,982,990 | $35,282 â–¼ | -1.7% | 2,754 | 0.2% | Construction |
SCHA Schwab US Small-Cap ETF | $1,979,779 | $283,873 â–² | 16.7% | 54,796 | 0.2% | ETF |
PG Procter & Gamble | $1,932,715 | $68,921 â–² | 3.7% | 13,180 | 0.2% | Consumer Staples |
AMGN Amgen | $1,867,091 | $61,560 â–² | 3.4% | 5,156 | 0.1% | Medical |
TGT Target | $1,863,282 | $95,345 â–² | 5.4% | 14,266 | 0.1% | Retail/Wholesale |
UNH UnitedHealth Group | $1,831,681 | $145,470 â–² | 8.6% | 4,407 | 0.1% | Medical |
NVDA NVIDIA | $1,827,622 | $92,041 â–² | 5.3% | 9,134 | 0.1% | Computer and Technology |
XME SPDR S&P Metals & Mining ETF | $1,808,400 | $146,601 â–² | 8.8% | 16,912 | 0.1% | ETF |
CVX Chevron | $1,803,303 | $74,758 â–² | 4.3% | 10,879 | 0.1% | Energy |
UPS United Parcel Service | $1,782,565 | $168,560 â–² | 10.4% | 16,582 | 0.1% | Transportation |
KIMBERLY-CLARK CORP COM
| $1,764,992 | $1,521,742 â–² | 625.6% | 16,079 | 0.1% | Stock |
MRK Merck & Co., Inc. | $1,730,895 | $101,772 â–² | 6.2% | 13,470 | 0.1% | Medical |
PFE Pfizer | $1,729,618 | $117,510 â–² | 7.3% | 71,828 | 0.1% | Medical |
SCHF Schwab International Equity ETF | $1,710,032 | $185,922 â–² | 12.2% | 61,734 | 0.1% | ETF |
UNP Union Pacific | $1,647,776 | $28,016 â–² | 1.7% | 6,058 | 0.1% | Transportation |
IYE iShares U.S. Energy ETF | $1,625,378 | $131,232 â–² | 8.8% | 28,722 | 0.1% | ETF |
VOO Vanguard S&P 500 ETF | $1,476,642 | $712,909 â–² | 93.3% | 2,150 | 0.1% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $1,476,526 | | 0.0% | 13,868 | 0.1% | ETF |
AMPLIFY JUNIOR SILVER MINERS ETF
| $1,433,791 | $140,668 â–² | 10.9% | 55,316 | 0.1% | ETF |
QQQ Invesco QQQ | $1,427,143 | | 0.0% | 1,938 | 0.1% | Finance |
IWF iShares Russell 1000 Growth ETF | $1,426,092 | $1,060,784 â–² | 290.4% | 11,485 | 0.1% | ETF |
NVO Novo Nordisk A/S | $1,392,897 | $226,181 â–² | 19.4% | 29,055 | 0.1% | Medical |
XLV Health Care Select Sector SPDR Fund | $1,350,831 | $3,015 â–¼ | -0.2% | 8,514 | 0.1% | ETF |
VOE Vanguard Mid-Cap Value ETF | $1,342,890 | $272,490 â–² | 25.5% | 6,796 | 0.1% | ETF |
MUB iShares National Muni Bond ETF | $1,278,418 | $3,444 â–¼ | -0.3% | 11,879 | 0.1% | ETF |
AMAT Applied Materials | $1,278,264 | $72,300 â–¼ | -5.4% | 1,768 | 0.1% | Computer and Technology |
V Visa | $1,274,236 | $27,790 â–¼ | -2.1% | 3,714 | 0.1% | Business Services |
IWM iShares Russell 2000 ETF | $1,257,684 | $22,534 â–¼ | -1.8% | 4,186 | 0.1% | Finance |
IWB iShares Russell 1000 ETF | $1,251,023 | $33,170 â–² | 2.7% | 3,055 | 0.1% | ETF |
AVGO Broadcom | $1,217,866 | $32,487 â–² | 2.7% | 3,224 | 0.1% | Computer and Technology |
LOW Lowe's Companies | $1,199,245 | $22,049 â–² | 1.9% | 5,439 | 0.1% | Retail/Wholesale |
VGT Vanguard Information Technology ETF | $1,196,156 | $1,196,156 â–² | New Holding | 10,008 | 0.1% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $1,187,831 | $38,900 â–¼ | -3.2% | 3,878 | 0.1% | ETF |
EXXONMOBIL HOLDINGS CORP COM SHS
| $1,155,831 | $1,155,831 â–² | New Holding | 8,454 | 0.1% | Stock |
DWX SPDR S&P International Dividend ETF | $1,144,670 | | 0.0% | 24,906 | 0.1% | ETF |
