VV Vanguard Large-Cap ETF | $15,551,240 | $233,050 ▼ | -1.5% | 50,514 | 10.6% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $12,943,739 | $336,990 ▲ | 2.7% | 216,017 | 8.8% | ETF |
VO Vanguard Mid-Cap ETF | $11,030,524 | $33,193 ▲ | 0.3% | 37,552 | 7.5% | ETF |
VNQ Vanguard Real Estate ETF | $10,461,340 | $215,019 ▲ | 2.1% | 114,432 | 7.1% | ETF |
VB Vanguard Small-Cap ETF | $10,194,339 | $9,663 ▲ | 0.1% | 40,091 | 6.9% | ETF |
TIP iShares TIPS Bond ETF | $6,223,202 | $166,608 ▲ | 2.8% | 55,954 | 4.2% | ETF |
BND Vanguard Total Bond Market ETF | $5,971,390 | $201,022 ▲ | 3.5% | 80,293 | 4.1% | ETF |
BNDX Vanguard Total International Bond ETF | $5,458,890 | $31,852 ▲ | 0.6% | 110,370 | 3.7% | ETF |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $4,063,449 | $83,554 ▲ | 2.1% | 216,026 | 2.8% | ETF |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $3,920,354 | $76,500 ▲ | 2.0% | 190,586 | 2.7% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $3,815,061 | $41,761 ▲ | 1.1% | 195,044 | 2.6% | ETF |
BSCU Invesco BulletShares 2030 Corporate Bond ETF | $3,774,226 | $106,216 ▲ | 2.9% | 223,327 | 2.6% | Manufacturing |
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF | $3,765,222 | $154,750 ▲ | 4.3% | 71,582 | 2.6% | ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $3,729,171 | $56,114 ▲ | 1.5% | 189,202 | 2.5% | ETF |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $3,110,762 | $143,671 ▼ | -4.4% | 150,351 | 2.1% | ETF |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $2,698,339 | $57,904 ▲ | 2.2% | 115,289 | 1.8% | ETF |
BLV Vanguard Long-Term Bond ETF | $2,489,031 | $39,180 ▲ | 1.6% | 35,131 | 1.7% | ETF |
EFA iShares MSCI EAFE ETF | $2,150,685 | $67,413 ▼ | -3.0% | 23,034 | 1.5% | Finance |
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | $1,915,345 | $1,612,016 ▲ | 531.4% | 84,228 | 1.3% | ETF |
XLRE Real Estate Select Sector SPDR Fund | $1,725,139 | $52,705 ▲ | 3.2% | 40,948 | 1.2% | ETF |
BSCV Invesco BulletShares 2031 Corporate Bond ETF | $1,581,314 | $244,529 ▲ | 18.3% | 94,803 | 1.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $1,412,322 | $96,040 ▲ | 7.3% | 14,088 | 1.0% | Finance |
AAPL Apple | $1,383,405 | $97,523 ▼ | -6.6% | 5,433 | 0.9% | Computer and Technology |
IAGG iShares Core International Aggregate Bond ETF | $1,339,152 | $171,364 ▲ | 14.7% | 26,140 | 0.9% | ETF |
PRIM Primoris Services | $1,282,388 | $736,364 ▲ | 134.9% | 9,338 | 0.9% | Construction |
SCHP Schwab U.S. TIPS ETF | $1,119,260 | $44,387 ▲ | 4.1% | 41,531 | 0.8% | ETF |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $1,089,459 | $21,091 ▲ | 2.0% | 47,471 | 0.7% | Manufacturing |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $1,009,234 | $57,561 ▲ | 6.0% | 44,815 | 0.7% | Manufacturing |
GOOGL Alphabet | $988,202 | | 0.0% | 4,065 | 0.7% | Computer and Technology |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $965,792 | $1,612 ▼ | -0.2% | 41,335 | 0.7% | Manufacturing |
ICF iShares Select U.S. REIT ETF | $887,698 | $18,794 ▼ | -2.1% | 14,406 | 0.6% | ETF |
IVV iShares Core S&P 500 ETF | $841,892 | $36,138 ▼ | -4.1% | 1,258 | 0.6% | ETF |
IJR iShares Core S&P Small-Cap ETF | $789,744 | | 0.0% | 6,646 | 0.5% | ETF |
BRK.B Berkshire Hathaway | $787,291 | | 0.0% | 1,566 | 0.5% | Finance |
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | $722,723 | $1,590,609 ▼ | -68.8% | 31,341 | 0.5% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $677,347 | $43,461 ▲ | 6.9% | 13,528 | 0.5% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $667,554 | | 0.0% | 3,519 | 0.5% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $631,978 | $33,087 ▼ | -5.0% | 9,684 | 0.4% | ETF |
VOO Vanguard S&P 500 ETF | $570,136 | $3,674 ▼ | -0.6% | 931 | 0.4% | ETF |
VTI Vanguard Total Stock Market ETF | $536,886 | $1,313 ▲ | 0.2% | 1,636 | 0.4% | ETF |
BSMU Invesco BulletShares 2030 Municipal Bond ETF | $533,248 | | 0.0% | 24,327 | 0.4% | Manufacturing |
VNQI Vanguard Global ex-U.S. Real Estate ETF | $527,308 | $21,866 ▲ | 4.3% | 11,045 | 0.4% | ETF |
BSMT Invesco BulletShares 2029 Municipal Bond ETF | $494,894 | $3,996 ▲ | 0.8% | 21,424 | 0.3% | ETF |
BSMS Invesco BulletShares 2028 Municipal Bond ETF | $469,494 | $820 ▲ | 0.2% | 20,051 | 0.3% | ETF |
QQQ Invesco QQQ | $464,686 | $7,805 ▼ | -1.7% | 774 | 0.3% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $458,038 | $8,398 ▲ | 1.9% | 8,454 | 0.3% | ETF |
BSMR Invesco BulletShares 2027 Municipal Bond ETF | $386,746 | $10,008 ▲ | 2.7% | 16,346 | 0.3% | ETF |
IWF iShares Russell 1000 Growth ETF | $342,876 | | 0.0% | 732 | 0.2% | ETF |
BSMP Invesco BulletShares 2025 Municipal Bond ETF | $325,545 | | 0.0% | 13,274 | 0.2% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $321,295 | $25,345 ▲ | 8.6% | 13,222 | 0.2% | ETF |
AMZN Amazon.com | $321,011 | | 0.0% | 1,462 | 0.2% | Retail/Wholesale |
BSMQ Invesco BulletShares 2026 Municipal Bond ETF | $312,228 | | 0.0% | 13,216 | 0.2% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $289,890 | $10,192 ▼ | -3.4% | 1,991 | 0.2% | Manufacturing |
MSFT Microsoft | $288,498 | $6,215 ▼ | -2.1% | 557 | 0.2% | Computer and Technology |
LLY Eli Lilly and Company | $257,894 | | 0.0% | 338 | 0.2% | Medical |
IEMG iShares Core MSCI Emerging Markets ETF | $254,997 | $36,390 ▲ | 16.6% | 3,868 | 0.2% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $248,998 | | 0.0% | 10,230 | 0.2% | ETF |
NVDA NVIDIA | $246,286 | | 0.0% | 1,320 | 0.2% | Computer and Technology |
IWR iShares Russell Mid-Cap ETF | $236,161 | $1,641 ▼ | -0.7% | 2,446 | 0.2% | ETF |
SCHA Schwab US Small-Cap ETF | $234,639 | | 0.0% | 8,410 | 0.2% | ETF |
TRV Travelers Companies | $226,727 | | 0.0% | 812 | 0.2% | Finance |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $211,546 | $56,123 ▼ | -21.0% | 8,398 | 0.1% | ETF |
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF | $185,235 | $2,525 ▲ | 1.4% | 3,594 | 0.1% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $174,152 | | 0.0% | 1,873 | 0.1% | Manufacturing |
IWM iShares Russell 2000 ETF | $166,227 | $6,049 ▼ | -3.5% | 687 | 0.1% | Finance |
IAU iShares Gold Trust | $151,289 | $9,970 ▼ | -6.2% | 2,079 | 0.1% | Finance |
SHY iShares 1-3 Year Treasury Bond ETF | $147,254 | $747 ▼ | -0.5% | 1,775 | 0.1% | Manufacturing |
HYLB Xtrackers USD High Yield Corporate Bond ETF | $141,872 | | 0.0% | 3,823 | 0.1% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $141,400 | | 0.0% | 2,944 | 0.1% | ETF |
BSCW Invesco BulletShares 2032 Corporate Bond ETF | $132,797 | $132,797 ▲ | New Holding | 6,360 | 0.1% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $131,887 | | 0.0% | 1,276 | 0.1% | ETF |
IQLT iShares MSCI Intl Quality Factor ETF | $129,624 | | 0.0% | 2,933 | 0.1% | ETF |
BAC Bank of America | $129,130 | $7,842 ▼ | -5.7% | 2,503 | 0.1% | Finance |
VOOV Vanguard S&P 500 Value ETF | $123,407 | $598 ▲ | 0.5% | 619 | 0.1% | ETF |
SDY SPDR S&P Dividend ETF | $119,043 | | 0.0% | 850 | 0.1% | ETF |
CAT Caterpillar | $118,810 | | 0.0% | 249 | 0.1% | Industrials |
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF | $117,991 | | 0.0% | 1,599 | 0.1% | Manufacturing |
ARISTA NETWORKS INC COM SHS
| $116,568 | | 0.0% | 800 | 0.1% | Stock |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $116,261 | $10,098 ▼ | -8.0% | 2,579 | 0.1% | ETF |
LOW Lowe's Companies | $102,283 | | 0.0% | 407 | 0.1% | Retail/Wholesale |
ISHARES BITCOIN TRUST ETF
| $100,945 | | 0.0% | 1,553 | 0.1% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $97,749 | | 0.0% | 164 | 0.1% | ETF |
GOOG Alphabet | $92,549 | | 0.0% | 380 | 0.1% | Computer and Technology |
HD Home Depot | $83,064 | | 0.0% | 205 | 0.1% | Retail/Wholesale |
EZM WisdomTree U.S. MidCap Fund | $81,267 | | 0.0% | 1,233 | 0.1% | Finance |
CB Chubb | $79,595 | | 0.0% | 282 | 0.1% | Finance |
IBTI iShares iBonds Dec 2028 Term Treasury ETF | $74,564 | $39,890 ▲ | 115.0% | 3,331 | 0.1% | Manufacturing |
BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF | $73,769 | $33,692 ▲ | 84.1% | 3,420 | 0.1% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $72,369 | | 0.0% | 1,014 | 0.0% | ETF |
RFG Invesco S&P MidCap 400 Pure Growth ETF | $68,725 | | 0.0% | 1,349 | 0.0% | ETF |
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | $67,764 | | 0.0% | 3,069 | 0.0% | Manufacturing |
IDXX IDEXX Laboratories | $63,889 | | 0.0% | 100 | 0.0% | Medical |
IWB iShares Russell 1000 ETF | $62,132 | | 0.0% | 170 | 0.0% | ETF |
HYXF iShares ESG Advanced High Yield Corporate Bond ETF | $61,683 | | 0.0% | 1,299 | 0.0% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $60,667 | | 0.0% | 426 | 0.0% | ETF |
MDYG SPDR S&P 400 Mid Cap Growth ETF | $59,331 | | 0.0% | 648 | 0.0% | ETF |
VGT Vanguard Information Technology ETF | $57,491 | | 0.0% | 77 | 0.0% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $57,289 | | 0.0% | 195 | 0.0% | ETF |
DVY iShares Select Dividend ETF | $51,156 | | 0.0% | 360 | 0.0% | ETF |
DE Deere & Company | $48,012 | | 0.0% | 105 | 0.0% | Industrials |
