SCHX Schwab US Large-Cap ETF | $154,838,280 | $3,759,899 ▲ | 2.5% | 6,335,445 | 17.3% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $71,404,659 | $1,786,978 ▲ | 2.6% | 1,252,494 | 8.0% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $62,685,870 | $2,410,677 ▲ | 4.0% | 788,502 | 7.0% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $60,631,909 | $1,733,611 ▲ | 2.9% | 2,608,946 | 6.8% | ETF |
VIG Vanguard Dividend Appreciation ETF | $38,914,806 | $11,871 ▲ | 0.0% | 190,134 | 4.3% | ETF |
SCHP Schwab U.S. TIPS ETF | $33,249,706 | $278,139 ▲ | 0.8% | 1,246,241 | 3.7% | ETF |
SCHA Schwab US Small-Cap ETF | $32,226,760 | $1,446,578 ▲ | 4.7% | 1,273,785 | 3.6% | ETF |
SCHD Schwab US Dividend Equity ETF | $28,970,430 | $95,161 ▼ | -0.3% | 1,093,224 | 3.2% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $23,555,495 | $1,727,134 ▲ | 7.9% | 233,941 | 2.6% | ETF |
SPHY SPDR Portfolio High Yield Bond ETF | $21,928,228 | $571,010 ▲ | 2.7% | 921,354 | 2.4% | ETF |
VNQ Vanguard Real Estate ETF | $21,626,205 | $759,238 ▲ | 3.6% | 242,827 | 2.4% | ETF |
VUG Vanguard Growth ETF | $21,477,761 | $469,090 ▲ | 2.2% | 48,991 | 2.4% | ETF |
VB Vanguard Small-Cap ETF | $20,952,758 | $336,748 ▲ | 1.6% | 88,416 | 2.3% | ETF |
HDV iShares Core High Dividend ETF | $18,616,437 | $646,778 ▲ | 3.6% | 158,884 | 2.1% | ETF |
VOO Vanguard S&P 500 ETF | $18,355,565 | $77,821 ▲ | 0.4% | 32,314 | 2.0% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $17,210,157 | $615,830 ▲ | 3.7% | 236,761 | 1.9% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $15,980,954 | $398,103 ▲ | 2.6% | 323,109 | 1.8% | ETF |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $15,487,882 | $124,753 ▲ | 0.8% | 168,842 | 1.7% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $9,296,329 | $150,410 ▼ | -1.6% | 103,155 | 1.0% | ETF |
AAPL Apple | $8,272,526 | $21,748 ▼ | -0.3% | 40,320 | 0.9% | Computer and Technology |
SCHF Schwab International Equity ETF | $8,082,963 | $1,004,821 ▲ | 14.2% | 365,745 | 0.9% | ETF |
VBR Vanguard Small-Cap Value ETF | $8,008,817 | $6,240 ▲ | 0.1% | 41,069 | 0.9% | ETF |
SCHW Charles Schwab | $7,275,182 | $1,549,889 ▼ | -17.6% | 79,737 | 0.8% | Finance |
SCHM Schwab U.S. Mid-Cap ETF | $6,327,901 | $110,012 ▼ | -1.7% | 225,594 | 0.7% | ETF |
VV Vanguard Large-Cap ETF | $5,748,510 | $2,411,356 ▲ | 72.3% | 20,149 | 0.6% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $5,579,787 | $142,381 ▲ | 2.6% | 185,129 | 0.6% | ETF |
VTI Vanguard Total Stock Market ETF | $5,347,919 | $292,379 ▲ | 5.8% | 17,596 | 0.6% | ETF |
VOE Vanguard Mid-Cap Value ETF | $5,019,977 | $99,663 ▼ | -1.9% | 30,524 | 0.6% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $4,962,472 | $87,630 ▲ | 1.8% | 169,889 | 0.6% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $4,109,377 | $62,895 ▼ | -1.5% | 30,578 | 0.5% | ETF |
MSFT Microsoft | $3,841,541 | $18,404 ▼ | -0.5% | 7,723 | 0.4% | Computer and Technology |
VYM Vanguard High Dividend Yield ETF | $3,711,350 | $667 ▼ | 0.0% | 27,840 | 0.4% | ETF |
DGRO iShares Core Dividend Growth ETF | $3,621,817 | | 0.0% | 56,644 | 0.4% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $3,357,020 | $2,342 ▼ | -0.1% | 78,822 | 0.4% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $3,325,995 | $1,733,692 ▲ | 108.9% | 78,075 | 0.4% | ETF |
IVW iShares S&P 500 Growth ETF | $3,211,287 | | 0.0% | 29,167 | 0.4% | ETF |
IVV iShares Core S&P 500 ETF | $3,072,834 | | 0.0% | 4,949 | 0.3% | ETF |
SCHH Schwab U.S. REIT ETF | $2,574,728 | $100,425 ▲ | 4.1% | 121,679 | 0.3% | ETF |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $2,513,724 | $25,436 ▼ | -1.0% | 121,553 | 0.3% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $2,441,173 | $44,592 ▼ | -1.8% | 44,891 | 0.3% | ETF |
NVDA NVIDIA | $2,359,497 | $174,900 ▼ | -6.9% | 14,934 | 0.3% | Computer and Technology |
SPDW SPDR Portfolio Developed World ex-US ETF | $2,330,915 | | 0.0% | 57,568 | 0.3% | ETF |
IGRO iShares International Dividend Growth ETF | $2,246,866 | | 0.0% | 28,481 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,054,263 | $618 ▲ | 0.0% | 3,325 | 0.2% | Finance |
IJH iShares Core S&P Mid-Cap ETF | $2,005,727 | | 0.0% | 32,340 | 0.2% | ETF |
FE FirstEnergy | $1,950,758 | $9,703 ▲ | 0.5% | 48,454 | 0.2% | Utilities |
IJR iShares Core S&P Small-Cap ETF | $1,925,690 | $81,968 ▼ | -4.1% | 17,620 | 0.2% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $1,919,197 | $75,906 ▼ | -3.8% | 44,904 | 0.2% | ETF |
VO Vanguard Mid-Cap ETF | $1,896,090 | | 0.0% | 6,776 | 0.2% | ETF |
SCHY Schwab International Dividend Equity ETF | $1,888,650 | $51,719 ▼ | -2.7% | 69,055 | 0.2% | ETF |
SCHK Schwab 1000 Index ETF | $1,819,260 | | 0.0% | 61,008 | 0.2% | ETF |
IVE iShares S&P 500 Value ETF | $1,817,601 | | 0.0% | 9,301 | 0.2% | ETF |
USRT iShares Core U.S. REIT ETF | $1,787,579 | $79,014 ▼ | -4.2% | 31,605 | 0.2% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $1,745,172 | $25,532 ▼ | -1.4% | 89,404 | 0.2% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $1,665,647 | | 0.0% | 20,792 | 0.2% | ETF |
AMZN Amazon.com | $1,659,466 | $2,194 ▼ | -0.1% | 7,564 | 0.2% | Retail/Wholesale |
INVESCO QQQ TRUST
| $1,559,150 | $1,559,150 ▲ | New Holding | 2,826 | 0.2% | UIE |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $1,501,335 | $1,352 ▲ | 0.1% | 73,272 | 0.2% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $1,466,374 | $149,792 ▲ | 11.4% | 14,782 | 0.2% | Finance |
VXF Vanguard Extended Market ETF | $1,381,923 | $67,448 ▼ | -4.7% | 7,171 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $1,336,398 | $1,449 ▲ | 0.1% | 4,610 | 0.1% | Finance |
IWR iShares Russell Mid-Cap ETF | $1,302,571 | $119,101 ▼ | -8.4% | 14,163 | 0.1% | ETF |
GOOG Alphabet | $1,285,587 | $5,322 ▼ | -0.4% | 7,247 | 0.1% | Computer and Technology |
SPTS SPDR Portfolio Short Term Treasury ETF | $1,278,702 | $757,433 ▼ | -37.2% | 43,657 | 0.1% | ETF |
GOOGL Alphabet | $1,234,042 | $4,759 ▼ | -0.4% | 7,002 | 0.1% | Computer and Technology |
SHW Sherwin-Williams | $1,226,289 | $51,167 ▼ | -4.0% | 3,571 | 0.1% | Basic Materials |
ISCV iShares Morningstar Small-Cap Value ETF | $1,197,473 | | 0.0% | 19,506 | 0.1% | ETF |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $1,189,514 | $1,328 ▲ | 0.1% | 63,610 | 0.1% | ETF |
FDX FedEx | $1,159,281 | $88,878 ▼ | -7.1% | 5,100 | 0.1% | Transportation |
DVY iShares Select Dividend ETF | $1,155,314 | | 0.0% | 8,699 | 0.1% | ETF |
INVESCO BULLETSHARES
| $1,146,962 | $99,640 ▲ | 9.5% | 54,102 | 0.1% | UIE |
VTV Vanguard Value ETF | $1,137,025 | $36,410 ▲ | 3.3% | 6,433 | 0.1% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $1,098,321 | | 0.0% | 22,401 | 0.1% | ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $1,084,137 | $3,871 ▲ | 0.4% | 55,172 | 0.1% | ETF |
EWG iShares MSCI Germany ETF | $1,081,720 | $8,589 ▲ | 0.8% | 25,567 | 0.1% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $1,049,775 | | 0.0% | 15,617 | 0.1% | ETF |
BSX Boston Scientific | $1,045,851 | $1,045,851 ▲ | New Holding | 9,737 | 0.1% | Medical |
BRK.B Berkshire Hathaway | $993,400 | | 0.0% | 2,045 | 0.1% | Finance |
AVGO Broadcom | $986,521 | $46,583 ▼ | -4.5% | 3,579 | 0.1% | Computer and Technology |
WAB Wabtec | $975,780 | $48,569 ▼ | -4.7% | 4,661 | 0.1% | Transportation |
XLK Technology Select Sector SPDR Fund | $964,553 | | 0.0% | 3,809 | 0.1% | ETF |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $956,268 | $69,135 ▼ | -6.7% | 31,675 | 0.1% | ETF |
NFLX Netflix | $956,139 | $2,678 ▼ | -0.3% | 714 | 0.1% | Consumer Discretionary |
META Meta Platforms | $935,160 | | 0.0% | 1,267 | 0.1% | Computer and Technology |
PGR Progressive | $907,324 | $1,067 ▼ | -0.1% | 3,400 | 0.1% | Finance |
IWY iShares Russell Top 200 Growth ETF | $889,901 | | 0.0% | 3,610 | 0.1% | ETF |
FLTR VanEck IG Floating Rate ETF | $847,875 | | 0.0% | 33,250 | 0.1% | ETF |
GLD SPDR Gold Shares | $833,405 | $53,040 ▲ | 6.8% | 2,734 | 0.1% | Finance |
AGI Alamos Gold | $823,360 | $86,320 ▼ | -9.5% | 31,000 | 0.1% | Basic Materials |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $821,903 | | 0.0% | 9,912 | 0.1% | ETF |
IWX iShares Russell Top 200 Value ETF | $791,218 | | 0.0% | 9,398 | 0.1% | ETF |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | $790,190 | | 0.0% | 18,619 | 0.1% | ETF |
AEM Agnico Eagle Mines | $784,938 | | 0.0% | 6,600 | 0.1% | Basic Materials |
IJJ iShares S&P Mid-Cap 400 Value ETF | $784,733 | | 0.0% | 6,350 | 0.1% | ETF |
XOM Exxon Mobil | $755,572 | $26,842 ▼ | -3.4% | 7,009 | 0.1% | Energy |
IWB iShares Russell 1000 ETF | $748,519 | | 0.0% | 2,204 | 0.1% | ETF |
HD Home Depot | $724,056 | $5,499 ▼ | -0.8% | 1,975 | 0.1% | Retail/Wholesale |
MMC Marsh & McLennan Companies | $709,268 | | 0.0% | 3,244 | 0.1% | Finance |
IEFA iShares Core MSCI EAFE ETF | $681,531 | $142,500 ▲ | 26.4% | 8,164 | 0.1% | ETF |
DE Deere & Company | $650,867 | $218,651 ▲ | 50.6% | 1,280 | 0.1% | Industrials |