VV Vanguard Large-Cap ETF | $14,627,616 | $123,820 ▲ | 0.9% | 51,271 | 10.4% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $11,994,505 | $60,488 ▼ | -0.5% | 210,393 | 8.6% | ETF |
VO Vanguard Mid-Cap ETF | $10,476,555 | $190,284 ▲ | 1.8% | 37,439 | 7.5% | ETF |
VNQ Vanguard Real Estate ETF | $9,981,843 | $92,355 ▲ | 0.9% | 112,080 | 7.1% | ETF |
VB Vanguard Small-Cap ETF | $9,491,760 | $311,866 ▲ | 3.4% | 40,053 | 6.8% | ETF |
TIP iShares TIPS Bond ETF | $5,992,293 | $94,744 ▼ | -1.6% | 54,456 | 4.3% | ETF |
BND Vanguard Total Bond Market ETF | $5,712,952 | $63,764 ▲ | 1.1% | 77,590 | 4.1% | ETF |
BNDX Vanguard Total International Bond ETF | $5,432,550 | $80,305 ▲ | 1.5% | 109,726 | 3.9% | ETF |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $3,956,621 | $1,851 ▼ | 0.0% | 211,584 | 2.8% | ETF |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $3,828,905 | $23,973 ▼ | -0.6% | 186,867 | 2.7% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $3,765,584 | $50,732 ▲ | 1.4% | 192,909 | 2.7% | ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $3,661,876 | $44,527 ▲ | 1.2% | 186,355 | 2.6% | ETF |
BSCU Invesco BulletShares 2030 Corporate Bond ETF | $3,641,965 | $17,384 ▲ | 0.5% | 217,042 | 2.6% | Manufacturing |
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF | $3,462,004 | $6,406 ▲ | 0.2% | 68,640 | 2.5% | ETF |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $3,252,861 | $260,092 ▼ | -7.4% | 157,295 | 2.3% | ETF |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $2,631,974 | $46,520 ▲ | 1.8% | 112,815 | 1.9% | ETF |
BLV Vanguard Long-Term Bond ETF | $2,404,554 | $51,877 ▲ | 2.2% | 34,578 | 1.7% | ETF |
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | $2,314,336 | $20,417 ▼ | -0.9% | 100,318 | 1.6% | ETF |
EFA iShares MSCI EAFE ETF | $2,123,549 | $42,281 ▼ | -2.0% | 23,756 | 1.5% | Finance |
XLRE Real Estate Select Sector SPDR Fund | $1,644,250 | $42,787 ▲ | 2.7% | 39,697 | 1.2% | ETF |
BSCV Invesco BulletShares 2031 Corporate Bond ETF | $1,324,764 | $78,104 ▲ | 6.3% | 80,143 | 0.9% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $1,302,496 | $28,470 ▲ | 2.2% | 13,130 | 0.9% | Finance |
AAPL Apple | $1,193,269 | $86,992 ▼ | -6.8% | 5,816 | 0.9% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $1,178,240 | | 0.0% | 1,907 | 0.8% | Finance |
IAGG iShares Core International Aggregate Bond ETF | $1,164,597 | $40,821 ▼ | -3.4% | 22,795 | 0.8% | ETF |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $1,067,437 | $1,078 ▼ | -0.1% | 46,552 | 0.8% | Manufacturing |
SCHP Schwab U.S. TIPS ETF | $1,064,105 | $9,151 ▲ | 0.9% | 39,884 | 0.8% | ETF |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $967,197 | $5,233 ▼ | -0.5% | 41,404 | 0.7% | Manufacturing |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $950,405 | $45,227 ▲ | 5.0% | 42,259 | 0.7% | Manufacturing |
ICF iShares Select U.S. REIT ETF | $899,725 | $36,757 ▲ | 4.3% | 14,711 | 0.6% | ETF |
IVV iShares Core S&P 500 ETF | $814,540 | | 0.0% | 1,312 | 0.6% | ETF |
BRK.B Berkshire Hathaway | $760,716 | $40,805 ▼ | -5.1% | 1,566 | 0.5% | Finance |
IJR iShares Core S&P Small-Cap ETF | $726,341 | $98,470 ▼ | -11.9% | 6,646 | 0.5% | ETF |
GOOGL Alphabet | $716,375 | | 0.0% | 4,065 | 0.5% | Computer and Technology |
RSP Invesco S&P 500 Equal Weight ETF | $639,543 | | 0.0% | 3,519 | 0.5% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $632,046 | $103,759 ▼ | -14.1% | 10,191 | 0.5% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $620,720 | $30,938 ▲ | 5.2% | 12,660 | 0.4% | ETF |
VOO Vanguard S&P 500 ETF | $532,254 | $66,461 ▲ | 14.3% | 937 | 0.4% | ETF |
BSMU Invesco BulletShares 2030 Municipal Bond ETF | $523,031 | | 0.0% | 24,327 | 0.4% | Manufacturing |
VTI Vanguard Total Stock Market ETF | $496,014 | $3,647 ▲ | 0.7% | 1,632 | 0.4% | ETF |
VNQI Vanguard Global ex-U.S. Real Estate ETF | $488,609 | $7,154 ▲ | 1.5% | 10,587 | 0.3% | ETF |
BSMT Invesco BulletShares 2029 Municipal Bond ETF | $482,610 | $15,783 ▲ | 3.4% | 21,251 | 0.3% | ETF |
BSMS Invesco BulletShares 2028 Municipal Bond ETF | $464,972 | $13,450 ▲ | 3.0% | 20,016 | 0.3% | ETF |
CRH PLC ORD
| $459,000 | | 0.0% | 5,000 | 0.3% | Stock |
QQQ Invesco QQQ | $434,141 | $23,721 ▼ | -5.2% | 787 | 0.3% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $410,469 | $29,973 ▼ | -6.8% | 8,299 | 0.3% | ETF |
BSMR Invesco BulletShares 2027 Municipal Bond ETF | $373,713 | $3,755 ▲ | 1.0% | 15,923 | 0.3% | ETF |
BSMP Invesco BulletShares 2025 Municipal Bond ETF | $325,744 | | 0.0% | 13,274 | 0.2% | ETF |
AMZN Amazon.com | $320,748 | $4,388 ▼ | -1.3% | 1,462 | 0.2% | Retail/Wholesale |
BSMQ Invesco BulletShares 2026 Municipal Bond ETF | $311,369 | $3,746 ▲ | 1.2% | 13,216 | 0.2% | ETF |
IWF iShares Russell 1000 Growth ETF | $310,793 | | 0.0% | 732 | 0.2% | ETF |
PRIM Primoris Services | $309,889 | $3,273 ▼ | -1.0% | 3,976 | 0.2% | Construction |
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | $302,862 | $125,218 ▲ | 70.5% | 13,339 | 0.2% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $295,341 | $13,095 ▼ | -4.2% | 12,179 | 0.2% | ETF |
MSFT Microsoft | $283,026 | $15,917 ▼ | -5.3% | 569 | 0.2% | Computer and Technology |
ESGU iShares ESG Aware MSCI USA ETF | $278,853 | | 0.0% | 2,061 | 0.2% | Manufacturing |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $267,563 | $34,799 ▼ | -11.5% | 10,626 | 0.2% | ETF |
LLY Eli Lilly and Company | $263,481 | | 0.0% | 338 | 0.2% | Medical |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $248,282 | | 0.0% | 10,230 | 0.2% | ETF |
IWR iShares Russell Mid-Cap ETF | $226,522 | $5,242 ▼ | -2.3% | 2,463 | 0.2% | ETF |
TRV Travelers Companies | $217,242 | | 0.0% | 812 | 0.2% | Finance |
SCHA Schwab US Small-Cap ETF | $212,773 | | 0.0% | 8,410 | 0.2% | ETF |
NVDA NVIDIA | $208,547 | | 0.0% | 1,320 | 0.1% | Computer and Technology |
IEMG iShares Core MSCI Emerging Markets ETF | $199,076 | $10,806 ▲ | 5.7% | 3,316 | 0.1% | ETF |
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF | $177,994 | $13,607 ▲ | 8.3% | 3,545 | 0.1% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $167,109 | | 0.0% | 1,873 | 0.1% | Manufacturing |
IWM iShares Russell 2000 ETF | $153,642 | $35,821 ▲ | 30.4% | 712 | 0.1% | Finance |
SHY iShares 1-3 Year Treasury Bond ETF | $147,822 | $3,977 ▲ | 2.8% | 1,784 | 0.1% | Manufacturing |
HYLB Xtrackers USD High Yield Corporate Bond ETF | $141,145 | $94,220 ▼ | -40.0% | 3,823 | 0.1% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $139,958 | | 0.0% | 2,944 | 0.1% | ETF |
IAU iShares Gold Trust | $138,190 | $5,176 ▼ | -3.6% | 2,216 | 0.1% | Finance |
STIP iShares 0-5 Year TIPS Bond ETF | $131,313 | $27,786 ▲ | 26.8% | 1,276 | 0.1% | ETF |
IQLT iShares MSCI Intl Quality Factor ETF | $126,779 | $1,124 ▲ | 0.9% | 2,933 | 0.1% | ETF |
BAC Bank of America | $125,635 | | 0.0% | 2,655 | 0.1% | Finance |
VOOV Vanguard S&P 500 Value ETF | $116,205 | $566 ▲ | 0.5% | 616 | 0.1% | ETF |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $115,848 | | 0.0% | 2,803 | 0.1% | ETF |
SDY SPDR S&P Dividend ETF | $115,371 | | 0.0% | 850 | 0.1% | ETF |
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF | $113,993 | | 0.0% | 1,599 | 0.1% | Manufacturing |
CAT Caterpillar | $96,664 | | 0.0% | 249 | 0.1% | Industrials |
ISHARES BITCOIN TRUST ETF
| $95,059 | $95,059 ▲ | New Holding | 1,553 | 0.1% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $92,903 | | 0.0% | 164 | 0.1% | ETF |
LOW Lowe's Companies | $90,301 | | 0.0% | 407 | 0.1% | Retail/Wholesale |
ARISTA NETWORKS INC COM SHS
| $81,848 | | 0.0% | 800 | 0.1% | Stock |
CB Chubb | $81,701 | | 0.0% | 282 | 0.1% | Finance |
EZM WisdomTree U.S. MidCap Fund | $76,162 | | 0.0% | 1,233 | 0.1% | Finance |
HD Home Depot | $75,161 | | 0.0% | 205 | 0.1% | Retail/Wholesale |
VEU Vanguard FTSE All-World ex-US ETF | $68,161 | | 0.0% | 1,014 | 0.0% | ETF |
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | $67,671 | | 0.0% | 3,069 | 0.0% | Manufacturing |
GOOG Alphabet | $67,408 | | 0.0% | 380 | 0.0% | Computer and Technology |
RFG Invesco S&P MidCap 400 Pure Growth ETF | $65,766 | | 0.0% | 1,349 | 0.0% | ETF |
HYXF iShares ESG Advanced High Yield Corporate Bond ETF | $61,703 | | 0.0% | 1,299 | 0.0% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $59,078 | | 0.0% | 426 | 0.0% | ETF |
IWB iShares Russell 1000 ETF | $57,727 | | 0.0% | 170 | 0.0% | ETF |
MDYG SPDR S&P 400 Mid Cap Growth ETF | $56,292 | | 0.0% | 648 | 0.0% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $55,456 | | 0.0% | 195 | 0.0% | ETF |
IDXX IDEXX Laboratories | $53,634 | | 0.0% | 100 | 0.0% | Medical |
JPM JPMorgan Chase & Co. | $53,633 | $4,349 ▼ | -7.5% | 185 | 0.0% | Finance |
DE Deere & Company | $53,391 | | 0.0% | 105 | 0.0% | Industrials |
VGT Vanguard Information Technology ETF | $51,073 | | 0.0% | 77 | 0.0% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $49,150 | $16,051 ▼ | -24.6% | 1,776 | 0.0% | ETF |
