VV Vanguard Large-Cap ETF | $15,419,166 | $70,529 ▲ | 0.5% | 51,595 | 10.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $13,620,140 | $376,342 ▼ | -2.7% | 212,549 | 8.9% | ETF |
VO Vanguard Mid-Cap ETF | $11,120,184 | $78,687 ▲ | 0.7% | 38,722 | 7.3% | ETF |
VB Vanguard Small-Cap ETF | $10,578,425 | $180,463 ▼ | -1.7% | 40,388 | 6.9% | ETF |
VNQ Vanguard Real Estate ETF | $10,388,360 | $162,498 ▲ | 1.6% | 117,118 | 6.8% | ETF |
BND Vanguard Total Bond Market ETF | $6,443,426 | $99,561 ▲ | 1.6% | 87,499 | 4.2% | ETF |
TIP iShares TIPS Bond ETF | $6,264,484 | $40,392 ▲ | 0.6% | 56,764 | 4.1% | ETF |
BNDX Vanguard Total International Bond ETF | $5,472,023 | $138,960 ▼ | -2.5% | 113,882 | 3.6% | ETF |
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF | $5,443,759 | $87,074 ▼ | -1.6% | 91,840 | 3.6% | ETF |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $4,258,210 | $189,049 ▲ | 4.6% | 228,195 | 2.8% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $4,183,814 | $125,383 ▲ | 3.1% | 214,225 | 2.7% | ETF |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $4,128,285 | $199,349 ▲ | 5.1% | 202,139 | 2.7% | ETF |
BSCU Invesco BulletShares 2030 Corporate Bond ETF | $3,877,795 | $17,990 ▼ | -0.5% | 231,938 | 2.5% | Manufacturing |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $3,870,345 | $149,798 ▲ | 4.0% | 197,215 | 2.5% | ETF |
BSCV Invesco BulletShares 2031 Corporate Bond ETF | $3,570,388 | $10,156 ▲ | 0.3% | 216,913 | 2.3% | ETF |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $2,766,076 | $26,280 ▼ | -0.9% | 119,356 | 1.8% | ETF |
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | $2,754,832 | $24,579 ▲ | 0.9% | 123,176 | 1.8% | ETF |
BLV Vanguard Long-Term Bond ETF | $2,477,662 | $9,492 ▲ | 0.4% | 36,023 | 1.6% | ETF |
EFA iShares MSCI EAFE ETF | $2,391,049 | $214,754 ▲ | 9.9% | 24,617 | 1.6% | Finance |
XLRE Real Estate Select Sector SPDR Fund | $2,045,420 | $26,213 ▼ | -1.3% | 50,096 | 1.3% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $1,696,921 | $7,545 ▼ | -0.4% | 17,094 | 1.1% | Finance |
IAGG iShares Core International Aggregate Bond ETF | $1,683,846 | $161,679 ▲ | 10.6% | 33,650 | 1.1% | ETF |
SCHP Schwab U.S. TIPS ETF | $1,353,252 | $16,392 ▼ | -1.2% | 50,855 | 0.9% | ETF |
BSCW Invesco BulletShares 2032 Corporate Bond ETF | $1,339,099 | $66,293 ▲ | 5.2% | 65,043 | 0.9% | ETF |
AAPL Apple | $1,299,405 | | 0.0% | 5,120 | 0.9% | Computer and Technology |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $1,202,877 | $6,393 ▼ | -0.5% | 52,493 | 0.8% | Manufacturing |
GOOGL Alphabet | $1,187,623 | $38,821 ▼ | -3.2% | 4,130 | 0.8% | Computer and Technology |
IBTI iShares iBonds Dec 2028 Term Treasury ETF | $1,148,533 | $19,097 ▲ | 1.7% | 51,543 | 0.8% | Manufacturing |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $1,061,432 | $23,686 ▲ | 2.3% | 47,322 | 0.7% | Manufacturing |
QQQ Invesco QQQ | $1,021,609 | $1,154 ▼ | -0.1% | 1,770 | 0.7% | Finance |
IJR iShares Core S&P Small-Cap ETF | $825,543 | $622 ▼ | -0.1% | 6,641 | 0.5% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $816,450 | | 0.0% | 16,365 | 0.5% | ETF |
IVV iShares Core S&P 500 ETF | $804,670 | $3,266 ▼ | -0.4% | 1,232 | 0.5% | ETF |
ICF iShares Select U.S. REIT ETF | $746,765 | $117,282 ▼ | -13.6% | 12,066 | 0.5% | ETF |
VNQI Vanguard Global ex-U.S. Real Estate ETF | $728,473 | $47,605 ▲ | 7.0% | 16,389 | 0.5% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $675,366 | | 0.0% | 3,519 | 0.4% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $640,725 | $13,236 ▼ | -2.0% | 9,488 | 0.4% | ETF |
PRIMORIS SVCS CORP COM
| $568,727 | | 0.0% | 3,976 | 0.4% | Stock |
VTI Vanguard Total Stock Market ETF | $568,475 | | 0.0% | 1,772 | 0.4% | ETF |
BSMU Invesco BulletShares 2030 Municipal Bond ETF | $556,111 | | 0.0% | 25,494 | 0.4% | Manufacturing |
BSMQ Invesco BulletShares 2026 Municipal Bond ETF | $540,138 | | 0.0% | 22,863 | 0.4% | ETF |
BSMT Invesco BulletShares 2029 Municipal Bond ETF | $537,445 | $967 ▲ | 0.2% | 23,343 | 0.4% | ETF |
VOO Vanguard S&P 500 ETF | $504,342 | $10,756 ▼ | -2.1% | 844 | 0.3% | ETF |
BSMS Invesco BulletShares 2028 Municipal Bond ETF | $503,862 | | 0.0% | 21,537 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $475,846 | $227,620 ▼ | -32.4% | 993 | 0.3% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $451,804 | $20,539 ▼ | -4.3% | 8,359 | 0.3% | ETF |
BSMR Invesco BulletShares 2027 Municipal Bond ETF | $416,736 | | 0.0% | 17,618 | 0.3% | ETF |
IWF iShares Russell 1000 Growth ETF | $312,125 | | 0.0% | 732 | 0.2% | ETF |
LLY Eli Lilly and Company | $310,882 | | 0.0% | 338 | 0.2% | Medical |
AMZN Amazon.com | $304,491 | | 0.0% | 1,462 | 0.2% | Retail/Wholesale |
IEMG iShares Core MSCI Emerging Markets ETF | $293,454 | | 0.0% | 4,207 | 0.2% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $273,354 | $25,379 ▲ | 10.2% | 11,277 | 0.2% | ETF |
BSMV Invesco BulletShares 2031 Municipal Bond ETF | $263,196 | | 0.0% | 12,605 | 0.2% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $258,956 | $28,579 ▼ | -9.9% | 10,683 | 0.2% | ETF |
SCHA Schwab US Small-Cap ETF | $244,563 | | 0.0% | 8,410 | 0.2% | ETF |
TRV Travelers Companies | $236,844 | | 0.0% | 812 | 0.2% | Finance |
NVDA NVIDIA | $230,208 | | 0.0% | 1,320 | 0.2% | Computer and Technology |
IWR iShares Russell Mid-Cap ETF | $204,961 | $9,917 ▼ | -4.6% | 2,108 | 0.1% | ETF |
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF | $183,929 | $28,637 ▼ | -13.5% | 3,706 | 0.1% | ETF |
MSFT Microsoft | $180,643 | $19,619 ▼ | -9.8% | 488 | 0.1% | Computer and Technology |
CAT Caterpillar | $176,407 | | 0.0% | 249 | 0.1% | Industrials |
ESGD iShares ESG Aware MSCI EAFE ETF | $174,698 | $4,399 ▼ | -2.5% | 1,827 | 0.1% | Manufacturing |
IAU iShares Gold Trust | $155,162 | $14,017 ▼ | -8.3% | 1,760 | 0.1% | Finance |
SHY iShares 1-3 Year Treasury Bond ETF | $144,002 | $2,395 ▼ | -1.6% | 1,744 | 0.1% | Manufacturing |
HYLB Xtrackers USD High Yield Corporate Bond ETF | $130,357 | | 0.0% | 3,605 | 0.1% | ETF |
IQLT iShares MSCI Intl Quality Factor ETF | $127,941 | $8,508 ▼ | -6.2% | 2,767 | 0.1% | ETF |
VOOV Vanguard S&P 500 Value ETF | $126,657 | | 0.0% | 622 | 0.1% | ETF |
SDY SPDR S&P Dividend ETF | $124,049 | | 0.0% | 850 | 0.1% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $123,601 | $157,966 ▼ | -56.1% | 874 | 0.1% | Manufacturing |
IWM iShares Russell 2000 ETF | $123,008 | | 0.0% | 496 | 0.1% | Finance |
BAC Bank of America | $121,680 | | 0.0% | 2,496 | 0.1% | Finance |
STIP iShares 0-5 Year TIPS Bond ETF | $110,567 | $1,965 ▼ | -1.7% | 1,069 | 0.1% | ETF |
GOOG Alphabet | $109,007 | | 0.0% | 380 | 0.1% | Computer and Technology |
MDY SPDR S&P MidCap 400 ETF Trust | $101,149 | | 0.0% | 164 | 0.1% | ETF |
ARISTA NETWORKS INC COM SHS
| $98,224 | | 0.0% | 800 | 0.1% | Stock |
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF | $97,733 | $8,379 ▼ | -7.9% | 1,318 | 0.1% | Manufacturing |
LOW Lowe's Companies | $96,166 | | 0.0% | 407 | 0.1% | Retail/Wholesale |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $94,698 | $26,566 ▼ | -21.9% | 2,014 | 0.1% | ETF |
CB Chubb | $91,912 | | 0.0% | 282 | 0.1% | Finance |
EZM WisdomTree U.S. MidCap Fund | $82,882 | | 0.0% | 1,233 | 0.1% | Finance |
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | $82,620 | | 0.0% | 3,810 | 0.1% | Manufacturing |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $82,594 | $57,393 ▼ | -41.0% | 1,737 | 0.1% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $76,151 | | 0.0% | 1,014 | 0.0% | ETF |
BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF | $75,558 | | 0.0% | 3,592 | 0.0% | ETF |
RFG Invesco S&P MidCap 400 Pure Growth ETF | $73,942 | | 0.0% | 1,349 | 0.0% | ETF |
HD Home Depot | $67,422 | | 0.0% | 205 | 0.0% | Retail/Wholesale |
MDYG SPDR S&P 400 Mid Cap Growth ETF | $62,182 | | 0.0% | 648 | 0.0% | ETF |
IWB iShares Russell 1000 ETF | $60,615 | | 0.0% | 170 | 0.0% | ETF |
HYXF iShares ESG Advanced High Yield Corporate Bond ETF | $60,159 | | 0.0% | 1,299 | 0.0% | ETF |
ISHARES BITCOIN TRUST ETF
| $59,666 | | 0.0% | 1,553 | 0.0% | ETF |
DE Deere & Company | $59,147 | | 0.0% | 105 | 0.0% | Industrials |
IDXX IDEXX Laboratories | $56,189 | | 0.0% | 100 | 0.0% | Medical |
IWP iShares Russell Mid-Cap Growth ETF | $54,579 | | 0.0% | 426 | 0.0% | ETF |
DVY iShares Select Dividend ETF | $54,508 | | 0.0% | 360 | 0.0% | ETF |
ITA iShares U.S. Aerospace & Defense ETF | $54,031 | | 0.0% | 247 | 0.0% | ETF |
VGT Vanguard Information Technology ETF | $53,724 | | 0.0% | 77 | 0.0% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $50,183 | | 0.0% | 195 | 0.0% | ETF |
EES WisdomTree U.S. SmallCap Fund | $48,297 | | 0.0% | 832 | 0.0% | Finance |
VIG Vanguard Dividend Appreciation ETF | $47,743 | | 0.0% | 222 | 0.0% | ETF |
IWV iShares Russell 3000 ETF | $45,223 | | 0.0% | 122 | 0.0% | ETF |
