IVV iShares Core S&P 500 ETF | $71,738,107 | $6,864,327 ▲ | 10.6% | 107,184 | 12.7% | ETF |
AAPL Apple | $41,669,739 | $2,102,737 ▼ | -4.8% | 163,648 | 7.4% | Computer and Technology |
IJH iShares Core S&P Mid-Cap ETF | $23,601,094 | $3,834,875 ▲ | 19.4% | 361,647 | 4.2% | ETF |
IVE iShares S&P 500 Value ETF | $20,849,680 | $746,121 ▲ | 3.7% | 100,962 | 3.7% | ETF |
IVW iShares S&P 500 Growth ETF | $19,590,788 | $1,050,384 ▼ | -5.1% | 162,283 | 3.5% | ETF |
IJR iShares Core S&P Small-Cap ETF | $15,302,054 | $2,314,683 ▲ | 17.8% | 128,773 | 2.7% | ETF |
EUSA iShares MSCI USA Equal Weighted ETF | $13,287,575 | $1,008,181 ▲ | 8.2% | 129,043 | 2.4% | ETF |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $11,731,969 | $2,873,549 ▲ | 32.4% | 499,871 | 2.1% | ETF |
VTI Vanguard Total Stock Market ETF | $11,459,702 | $1,454,122 ▲ | 14.5% | 34,920 | 2.0% | ETF |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $11,051,365 | $141,694 ▲ | 1.3% | 472,180 | 2.0% | ETF |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | $10,985,630 | $2,613,701 ▲ | 31.2% | 495,965 | 1.9% | ETF |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $10,640,208 | $305,835 ▲ | 3.0% | 517,268 | 1.9% | ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $10,480,019 | $324,702 ▲ | 3.2% | 531,711 | 1.9% | ETF |
IBDW iShares iBonds Dec 2031 Term Corporate ETF | $10,472,660 | $6,976,900 ▲ | 199.6% | 493,528 | 1.9% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $9,458,093 | $16,665 ▲ | 0.2% | 483,543 | 1.7% | ETF |
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | $8,588,603 | $452,412 ▲ | 5.6% | 377,687 | 1.5% | ETF |
VV Vanguard Large-Cap ETF | $8,469,584 | $1,535,922 ▲ | 22.2% | 27,511 | 1.5% | ETF |
EFA iShares MSCI EAFE ETF | $8,282,857 | $26,424 ▼ | -0.3% | 88,710 | 1.5% | Finance |
RSP Invesco S&P 500 Equal Weight ETF | $8,062,475 | $1,484,409 ▲ | 22.6% | 42,501 | 1.4% | ETF |
IBDX iShares iBonds Dec 2032 Term Corporate ETF | $7,868,338 | $7,242,954 ▲ | 1,158.2% | 307,117 | 1.4% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $7,610,729 | $14,711 ▲ | 0.2% | 52,254 | 1.3% | ETF |
IBHH iShares iBonds 2028 Term High Yield and Income ETF | $7,306,675 | $6,949,514 ▲ | 1,945.8% | 306,231 | 1.3% | ETF |
AMZN Amazon.com | $6,864,772 | $84,314 ▼ | -1.2% | 31,265 | 1.2% | Retail/Wholesale |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $6,712,204 | $2,873,916 ▲ | 74.9% | 276,222 | 1.2% | ETF |
MSFT Microsoft | $6,608,662 | $63,191 ▲ | 1.0% | 12,759 | 1.2% | Computer and Technology |
IJS iShares S&P Small-Cap 600 Value ETF | $6,294,237 | $71,662 ▲ | 1.2% | 56,915 | 1.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $5,878,233 | $971,606 ▲ | 19.8% | 98,101 | 1.0% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $5,569,328 | $189,263 ▲ | 3.5% | 42,933 | 1.0% | ETF |
DVY iShares Select Dividend ETF | $5,166,952 | $92,366 ▲ | 1.8% | 36,361 | 0.9% | ETF |
GOOGL Alphabet | $4,924,963 | | 0.0% | 20,259 | 0.9% | Computer and Technology |
JPM JPMorgan Chase & Co. | $4,914,513 | $56,779 ▲ | 1.2% | 15,580 | 0.9% | Finance |
VT Vanguard Total World Stock ETF | $4,908,430 | $813,157 ▲ | 19.9% | 35,620 | 0.9% | ETF |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $4,901,220 | $2,181,323 ▲ | 80.2% | 192,054 | 0.9% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $4,867,191 | $2,174,703 ▲ | 80.8% | 199,967 | 0.9% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $4,764,311 | $169,524 ▼ | -3.4% | 47,524 | 0.8% | Finance |
GOOG Alphabet | $4,607,126 | $244 ▼ | 0.0% | 18,917 | 0.8% | Computer and Technology |
QQQ Invesco QQQ | $4,515,996 | $764,273 ▼ | -14.5% | 7,522 | 0.8% | Finance |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $4,295,564 | $71,203 ▼ | -1.6% | 52,908 | 0.8% | ETF |
LLY Eli Lilly and Company | $4,004,224 | | 0.0% | 5,248 | 0.7% | Medical |
COR Cencora | $3,713,481 | | 0.0% | 11,882 | 0.7% | Medical |
COST Costco Wholesale | $3,549,543 | $9,256 ▼ | -0.3% | 3,835 | 0.6% | Retail/Wholesale |
SPY SPDR S&P 500 ETF Trust | $3,233,583 | $112,583 ▼ | -3.4% | 4,854 | 0.6% | Finance |
IJK iShares S&P Mid-Cap 400 Growth ETF | $3,227,267 | $276,930 ▲ | 9.4% | 33,656 | 0.6% | ETF |
IBM International Business Machines | $2,981,585 | $2,822 ▼ | -0.1% | 10,567 | 0.5% | Computer and Technology |
INTU Intuit | $2,961,098 | | 0.0% | 4,336 | 0.5% | Computer and Technology |
IBHG iShares iBonds 2027 Term High Yield and Income ETF | $2,938,771 | $1,720,734 ▲ | 141.3% | 130,670 | 0.5% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $2,872,674 | $348,575 ▲ | 13.8% | 40,250 | 0.5% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $2,843,752 | $27,533 ▼ | -1.0% | 25,511 | 0.5% | Finance |
VUG Vanguard Growth ETF | $2,842,422 | $211,491 ▲ | 8.0% | 5,927 | 0.5% | ETF |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $2,723,970 | $253,201 ▲ | 10.2% | 144,815 | 0.5% | ETF |
IBHF iShares iBonds 2026 Term High Yield and Income ETF | $2,585,581 | $1,038,096 ▲ | 67.1% | 110,542 | 0.5% | ETF |
HDV iShares Core High Dividend ETF | $2,385,886 | $280,404 ▲ | 13.3% | 19,485 | 0.4% | ETF |
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | $2,362,508 | $403,930 ▲ | 20.6% | 106,998 | 0.4% | Manufacturing |
VTV Vanguard Value ETF | $2,318,045 | $1,015,427 ▲ | 78.0% | 12,430 | 0.4% | ETF |
VO Vanguard Mid-Cap ETF | $2,049,561 | $30,551 ▲ | 1.5% | 6,977 | 0.4% | ETF |
RTX RTX | $2,032,953 | $87,014 ▼ | -4.1% | 12,149 | 0.4% | Aerospace |
IWF iShares Russell 1000 Growth ETF | $2,003,328 | $11,241 ▲ | 0.6% | 4,277 | 0.4% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $1,950,590 | $49,025 ▼ | -2.5% | 65,809 | 0.3% | ETF |
LOW Lowe's Companies | $1,866,242 | | 0.0% | 7,426 | 0.3% | Retail/Wholesale |
IWO iShares Russell 2000 Growth ETF | $1,853,638 | $3,840 ▼ | -0.2% | 5,792 | 0.3% | ETF |
JNJ Johnson & Johnson | $1,837,154 | $185 ▲ | 0.0% | 9,908 | 0.3% | Medical |
IJT iShares S&P Small-Cap 600 Growth ETF | $1,827,184 | $39,761 ▲ | 2.2% | 12,913 | 0.3% | ETF |
HD Home Depot | $1,823,996 | $19,852 ▼ | -1.1% | 4,502 | 0.3% | Retail/Wholesale |
XLF Financial Select Sector SPDR Fund | $1,793,926 | $141,732 ▲ | 8.6% | 33,301 | 0.3% | ETF |
SCHX Schwab US Large-Cap ETF | $1,681,553 | $125,010 ▼ | -6.9% | 63,840 | 0.3% | ETF |
VB Vanguard Small-Cap ETF | $1,658,748 | $20,852 ▲ | 1.3% | 6,523 | 0.3% | ETF |
AMGN Amgen | $1,606,282 | $282 ▲ | 0.0% | 5,692 | 0.3% | Medical |
AVUV Avantis U.S. Small Cap Value ETF | $1,598,249 | $482,023 ▲ | 43.2% | 16,058 | 0.3% | ETF |
BSCU Invesco BulletShares 2030 Corporate Bond ETF | $1,512,054 | $150,731 ▲ | 11.1% | 89,471 | 0.3% | Manufacturing |
MCD McDonald's | $1,489,061 | $17,018 ▲ | 1.2% | 4,900 | 0.3% | Retail/Wholesale |
VOE Vanguard Mid-Cap Value ETF | $1,400,128 | $470,492 ▲ | 50.6% | 8,020 | 0.2% | ETF |
IBHI iShares iBonds 2029 Term High Yield and Income ETF | $1,328,445 | $1,328,445 ▲ | New Holding | 55,700 | 0.2% | ETF |
NVDA NVIDIA | $1,321,919 | $113,814 ▼ | -7.9% | 7,085 | 0.2% | Computer and Technology |
SCHA Schwab US Small-Cap ETF | $1,291,527 | $49,662 ▼ | -3.7% | 46,291 | 0.2% | ETF |
VBK Vanguard Small-Cap Growth ETF | $1,283,965 | $383,642 ▲ | 42.6% | 4,314 | 0.2% | ETF |
ORCL Oracle | $1,200,895 | | 0.0% | 4,270 | 0.2% | Computer and Technology |
ZION Zions Bancorporation, N.A. | $1,163,737 | | 0.0% | 20,568 | 0.2% | Finance |
VOT Vanguard Mid-Cap Growth ETF | $1,109,687 | $285,575 ▲ | 34.7% | 3,777 | 0.2% | ETF |
IETC iShares U.S. Tech Independence Focused ETF | $1,089,326 | $33,739 ▼ | -3.0% | 10,687 | 0.2% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $1,025,942 | $1,353,523 ▼ | -56.9% | 14,986 | 0.2% | ETF |
SCHF Schwab International Equity ETF | $999,358 | $68,862 ▼ | -6.4% | 42,928 | 0.2% | ETF |
SCHB Schwab US Broad Market ETF | $996,302 | $1,774 ▼ | -0.2% | 38,752 | 0.2% | ETF |
XLE Energy Select Sector SPDR Fund | $969,666 | $324,205 ▲ | 50.2% | 10,854 | 0.2% | ETF |
WMT Walmart | $937,283 | $824 ▲ | 0.1% | 9,095 | 0.2% | Retail/Wholesale |
SCHW Charles Schwab | $935,836 | | 0.0% | 9,802 | 0.2% | Finance |
IXN iShares Global Tech ETF | $907,938 | $201,363 ▼ | -18.2% | 8,797 | 0.2% | ETF |
SOXX iShares Semiconductor ETF | $883,580 | $63,713 ▼ | -6.7% | 3,259 | 0.2% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $862,998 | | 0.0% | 15,597 | 0.2% | ETF |
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | $860,721 | $9,087,600 ▼ | -91.3% | 37,325 | 0.2% | ETF |
IWM iShares Russell 2000 ETF | $853,988 | $35,573 ▼ | -4.0% | 3,529 | 0.2% | Finance |
PFE Pfizer | $838,751 | $8,103 ▼ | -1.0% | 32,918 | 0.1% | Medical |
VOO Vanguard S&P 500 ETF | $837,766 | $62,465 ▲ | 8.1% | 1,368 | 0.1% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $835,973 | $6,870 ▼ | -0.8% | 28,718 | 0.1% | ETF |
IDV iShares International Select Dividend ETF | $833,741 | $126,170 ▼ | -13.1% | 22,811 | 0.1% | ETF |
IWR iShares Russell Mid-Cap ETF | $810,551 | $120,014 ▼ | -12.9% | 8,395 | 0.1% | ETF |
SCHD Schwab US Dividend Equity ETF | $802,524 | $243,083 ▲ | 43.5% | 29,396 | 0.1% | ETF |
IYF iShares U.S. Financials ETF | $792,911 | $304,829 ▲ | 62.5% | 6,261 | 0.1% | ETF |
HON Honeywell International | $791,480 | | 0.0% | 3,760 | 0.1% | Multi-Sector Conglomerates |
BRK.B Berkshire Hathaway | $787,115 | $787,115 ▲ | New Holding | 1,566 | 0.1% | Finance |
YUM Yum! Brands | $737,352 | | 0.0% | 4,851 | 0.1% | Retail/Wholesale |
