VUG Vanguard Growth ETF | $16,090,302 | $11,837 ▲ | 0.1% | 36,702 | 8.1% | ETF |
VYM Vanguard High Dividend Yield ETF | $14,102,678 | $184,500 ▲ | 1.3% | 105,789 | 7.1% | ETF |
VB Vanguard Small-Cap ETF | $7,651,516 | $8,294 ▲ | 0.1% | 32,288 | 3.9% | ETF |
AAPL Apple | $7,167,536 | $64,423 ▼ | -0.9% | 34,935 | 3.6% | Computer and Technology |
JPST JPMorgan Ultra-Short Income ETF | $5,810,944 | $2,833,253 ▲ | 95.1% | 114,660 | 2.9% | ETF |
VIG Vanguard Dividend Appreciation ETF | $5,715,741 | $205,077 ▼ | -3.5% | 27,927 | 2.9% | ETF |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $4,825,740 | $13,938 ▼ | -0.3% | 233,353 | 2.4% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $4,811,602 | $20,340 ▲ | 0.4% | 246,496 | 2.4% | ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $4,795,602 | $5,443 ▲ | 0.1% | 244,051 | 2.4% | ETF |
VT Vanguard Total World Stock ETF | $4,685,904 | $55,905 ▼ | -1.2% | 36,461 | 2.4% | ETF |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $4,678,133 | $20,347 ▲ | 0.4% | 228,313 | 2.4% | ETF |
PALANTIR TECHNOLOGIES INC
| $4,472,659 | $53,301 ▼ | -1.2% | 32,810 | 2.3% | CL A |
VOO Vanguard S&P 500 ETF | $4,122,810 | $20,449 ▲ | 0.5% | 7,258 | 2.1% | ETF |
SPY SPDR S&P 500 ETF Trust | $4,045,607 | $10,503 ▼ | -0.3% | 6,548 | 2.0% | Finance |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $3,786,283 | $5,928 ▲ | 0.2% | 202,475 | 1.9% | ETF |
IVW iShares S&P 500 Growth ETF | $3,693,305 | $5,395 ▼ | -0.1% | 33,545 | 1.9% | ETF |
BND Vanguard Total Bond Market ETF | $3,042,285 | $11,339 ▲ | 0.4% | 41,319 | 1.5% | ETF |
IVV iShares Core S&P 500 ETF | $3,014,849 | $84,436 ▼ | -2.7% | 4,856 | 1.5% | ETF |
VTV Vanguard Value ETF | $2,774,926 | $14,139 ▲ | 0.5% | 15,701 | 1.4% | ETF |
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | $2,514,986 | $19,933 ▲ | 0.8% | 109,015 | 1.3% | ETF |
VV Vanguard Large-Cap ETF | $2,377,022 | $33,664 ▲ | 1.4% | 8,332 | 1.2% | ETF |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $2,321,791 | $6,089 ▲ | 0.3% | 99,520 | 1.2% | ETF |
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | $2,258,217 | $18,686 ▲ | 0.8% | 99,459 | 1.1% | ETF |
VTI Vanguard Total Stock Market ETF | $2,234,983 | $27,960 ▼ | -1.2% | 7,354 | 1.1% | ETF |
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | $2,155,057 | $11,422 ▼ | -0.5% | 97,735 | 1.1% | Manufacturing |
V Visa | $2,152,244 | $17,752 ▲ | 0.8% | 6,062 | 1.1% | Business Services |
VEU Vanguard FTSE All-World ex-US ETF | $2,093,395 | $122,409 ▲ | 6.2% | 31,142 | 1.1% | ETF |
BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF | $1,993,419 | $54,295 ▼ | -2.7% | 92,631 | 1.0% | ETF |
VRP Invesco Variable Rate Preferred ETF | $1,992,581 | $205,649 ▲ | 11.5% | 81,496 | 1.0% | ETF |
VXUS Vanguard Total International Stock ETF | $1,978,340 | $7,324 ▲ | 0.4% | 28,634 | 1.0% | ETF |
CWB SPDR Bloomberg Convertible Securities ETF | $1,972,331 | $16,614 ▲ | 0.8% | 23,861 | 1.0% | ETF |
AMZN Amazon.com | $1,929,535 | $25,449 ▼ | -1.3% | 8,795 | 1.0% | Retail/Wholesale |
FLTR VanEck IG Floating Rate ETF | $1,926,654 | $299,625 ▲ | 18.4% | 75,555 | 1.0% | ETF |
PFF iShares Preferred and Income Securities ETF | $1,875,418 | $100,938 ▼ | -5.1% | 61,128 | 0.9% | ETF |
MSFT Microsoft | $1,725,791 | $23,375 ▼ | -1.3% | 3,470 | 0.9% | Computer and Technology |
BIZD VanEck BDC Income ETF | $1,642,218 | $357,754 ▲ | 27.9% | 100,873 | 0.8% | ETF |
PFXF VanEck Preferred Securities ex Financials ETF | $1,522,785 | $86,593 ▼ | -5.4% | 88,948 | 0.8% | ETF |
VHT Vanguard Health Care ETF | $1,399,071 | $11,920 ▼ | -0.8% | 5,634 | 0.7% | ETF |
GOOGL Alphabet | $1,393,222 | $10,045 ▼ | -0.7% | 7,906 | 0.7% | Computer and Technology |
IOO iShares Global 100 ETF | $1,378,458 | $30,726 ▼ | -2.2% | 12,786 | 0.7% | ETF |
META Meta Platforms | $1,359,275 | $10,331 ▼ | -0.8% | 1,842 | 0.7% | Computer and Technology |
JEPI JPMorgan Equity Premium Income ETF | $1,299,144 | $180,784 ▲ | 16.2% | 22,852 | 0.7% | ETF |
ITA iShares U.S. Aerospace & Defense ETF | $1,283,196 | $22,827 ▼ | -1.7% | 6,802 | 0.6% | ETF |
VNQ Vanguard Real Estate ETF | $1,251,821 | $13,003 ▼ | -1.0% | 14,056 | 0.6% | ETF |
SDY SPDR S&P Dividend ETF | $1,250,615 | $12,759 ▼ | -1.0% | 9,214 | 0.6% | ETF |
GOOG Alphabet | $1,210,094 | $177 ▲ | 0.0% | 6,822 | 0.6% | Computer and Technology |
VXF Vanguard Extended Market ETF | $1,205,290 | $113,128 ▼ | -8.6% | 6,254 | 0.6% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $1,167,747 | $20,936 ▼ | -1.8% | 22,311 | 0.6% | ETF |
SJNK SPDR Bloomberg Short Term High Yield Bond ETF | $1,146,161 | $84,721 ▲ | 8.0% | 44,983 | 0.6% | ETF |
AMD Advanced Micro Devices | $1,140,025 | $17,738 ▲ | 1.6% | 8,034 | 0.6% | Computer and Technology |
QQQ Invesco QQQ | $1,124,237 | $7,171 ▼ | -0.6% | 2,038 | 0.6% | Finance |
MA Mastercard | $1,107,584 | | 0.0% | 1,971 | 0.6% | Business Services |
COST Costco Wholesale | $1,107,008 | | 0.0% | 1,118 | 0.6% | Retail/Wholesale |
SPDW SPDR Portfolio Developed World ex-US ETF | $1,087,725 | $8,300 ▲ | 0.8% | 26,864 | 0.5% | ETF |
JPM JPMorgan Chase & Co. | $1,081,248 | $9,566 ▼ | -0.9% | 3,730 | 0.5% | Finance |
NVDA NVIDIA | $1,062,669 | $23,383 ▲ | 2.2% | 6,726 | 0.5% | Computer and Technology |
NFLX Netflix | $1,043,182 | $2,678 ▲ | 0.3% | 779 | 0.5% | Consumer Discretionary |
DNL WisdomTree Global ex U.S. Quality Dividend Growth Fund | $1,026,402 | | 0.0% | 25,488 | 0.5% | Finance |
FLDR Fidelity Low Duration Bond Factor ETF | $985,223 | $985,223 ▲ | New Holding | 19,677 | 0.5% | ETF |
EES WisdomTree U.S. SmallCap Fund | $981,235 | | 0.0% | 19,255 | 0.5% | Finance |
TSLA Tesla | $895,484 | | 0.0% | 2,819 | 0.5% | Auto/Tires/Trucks |
JAAA Janus Henderson AAA CLO ETF | $885,320 | $885,320 ▲ | New Holding | 17,445 | 0.4% | ETF |
VFH Vanguard Financials ETF | $853,021 | $3,692 ▼ | -0.4% | 6,701 | 0.4% | ETF |
PWV Invesco Large Cap Value ETF | $835,597 | | 0.0% | 13,447 | 0.4% | ETF |
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund | $803,800 | $74,204 ▲ | 10.2% | 8,460 | 0.4% | ETF |
IWF iShares Russell 1000 Growth ETF | $793,857 | $3,821 ▼ | -0.5% | 1,870 | 0.4% | ETF |
IWM iShares Russell 2000 ETF | $719,640 | $51,141 ▼ | -6.6% | 3,335 | 0.4% | Finance |
VGT Vanguard Information Technology ETF | $716,251 | $5,969 ▼ | -0.8% | 1,080 | 0.4% | ETF |
AMLP Alerian MLP ETF | $709,749 | $7,671 ▲ | 1.1% | 14,526 | 0.4% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $699,142 | $7,930 ▼ | -1.1% | 1,587 | 0.4% | Finance |
IJH iShares Core S&P Mid-Cap ETF | $637,652 | $1,116 ▼ | -0.2% | 10,281 | 0.3% | ETF |
EFA iShares MSCI EAFE ETF | $568,244 | $1,162 ▲ | 0.2% | 6,357 | 0.3% | Finance |
VO Vanguard Mid-Cap ETF | $533,213 | $11,476 ▼ | -2.1% | 1,905 | 0.3% | ETF |
QYLD Global X Nasdaq 100 Covered Call ETF | $532,365 | $32,972 ▲ | 6.6% | 31,840 | 0.3% | Manufacturing |
PEG Public Service Enterprise Group | $528,145 | | 0.0% | 6,274 | 0.3% | Utilities |
JNJ Johnson & Johnson | $524,411 | $1,069 ▲ | 0.2% | 3,433 | 0.3% | Medical |
XYLD Global X S&P 500 Covered Call ETF | $516,224 | $41,588 ▲ | 8.8% | 13,257 | 0.3% | ETF |
LLY Eli Lilly and Company | $511,064 | $7,012 ▼ | -1.4% | 656 | 0.3% | Medical |
XOM Exxon Mobil | $506,349 | $3,773 ▲ | 0.8% | 4,697 | 0.3% | Energy |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $424,604 | $75 ▲ | 0.0% | 5,670 | 0.2% | ETF |
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund | $422,092 | $5,753 ▲ | 1.4% | 8,218 | 0.2% | ETF |
HD Home Depot | $394,476 | $9,532 ▼ | -2.4% | 1,076 | 0.2% | Retail/Wholesale |
IJR iShares Core S&P Small-Cap ETF | $380,450 | $219 ▲ | 0.1% | 3,481 | 0.2% | ETF |
BRK.B Berkshire Hathaway | $377,929 | $11,658 ▼ | -3.0% | 778 | 0.2% | Finance |
DWM WisdomTree International Equity Fund | $356,889 | | 0.0% | 5,615 | 0.2% | Finance |
MCD McDonald's | $348,725 | $4,673 ▼ | -1.3% | 1,194 | 0.2% | Retail/Wholesale |
BSMQ Invesco BulletShares 2026 Municipal Bond ETF | $345,979 | $48,887 ▲ | 16.5% | 14,685 | 0.2% | ETF |
BSMR Invesco BulletShares 2027 Municipal Bond ETF | $344,774 | $48,700 ▲ | 16.4% | 14,690 | 0.2% | ETF |
BSMS Invesco BulletShares 2028 Municipal Bond ETF | $343,479 | $48,226 ▲ | 16.3% | 14,786 | 0.2% | ETF |
MRK Merck & Co., Inc. | $334,667 | $15,039 ▼ | -4.3% | 4,228 | 0.2% | Medical |
IWB iShares Russell 1000 ETF | $331,674 | $339 ▼ | -0.1% | 977 | 0.2% | ETF |
ABBV AbbVie | $329,217 | $3,526 ▼ | -1.1% | 1,774 | 0.2% | Medical |
PFFV Global X Variable Rate Preferred ETF | $324,382 | $26,084 ▲ | 8.7% | 14,227 | 0.2% | ETF |
PG Procter & Gamble | $307,308 | $3,186 ▲ | 1.0% | 1,929 | 0.2% | Consumer Staples |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $304,148 | $68,164 ▲ | 28.9% | 7,050 | 0.2% | ETF |
BSMP Invesco BulletShares 2025 Municipal Bond ETF | $300,787 | $1,767 ▲ | 0.6% | 12,257 | 0.2% | ETF |
DUK Duke Energy | $284,286 | $1,062 ▲ | 0.4% | 2,409 | 0.1% | Utilities |
ITB iShares U.S. Home Construction ETF | $282,285 | $466 ▲ | 0.2% | 3,030 | 0.1% | ETF |
WDFC WD-40 | $279,410 | $5,702 ▼ | -2.0% | 1,225 | 0.1% | Consumer Staples |
PAYC Paycom Software | $277,680 | | 0.0% | 1,200 | 0.1% | Computer and Technology |