SCHX Schwab US Large-Cap ETF | $232,642,382 | $9,467,955 â–² | 4.2% | 7,904,940 | 19.7% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $110,854,303 | $3,802,327 â–² | 3.6% | 1,555,850 | 9.4% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $90,071,222 | $12,146,360 â–² | 15.6% | 1,139,709 | 7.6% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $89,177,660 | $12,367,587 â–² | 16.1% | 3,855,498 | 7.6% | ETF |
SCHA Schwab US Small-Cap ETF | $52,132,573 | $1,316,975 â–² | 2.6% | 1,442,916 | 4.4% | ETF |
SCHP Schwab U.S. TIPS ETF | $44,109,564 | $4,730,859 â–² | 12.0% | 1,664,512 | 3.7% | ETF |
VIG Vanguard Dividend Appreciation ETF | $41,059,519 | $859,641 â–² | 2.1% | 173,525 | 3.5% | ETF |
SPHY SPDR Portfolio High Yield Bond ETF | $29,343,411 | $3,125,654 â–² | 11.9% | 1,251,852 | 2.5% | ETF |
VNQ Vanguard Real Estate ETF | $28,293,539 | $1,494,762 â–² | 5.6% | 293,410 | 2.4% | ETF |
VUG Vanguard Growth ETF | $27,797,097 | $23,489,756 â–² | 545.3% | 322,697 | 2.4% | ETF |
VOO Vanguard S&P 500 ETF | $25,277,006 | $2,250,020 â–² | 9.8% | 36,803 | 2.1% | ETF |
VANGUARD 0-3 MONTH
| $25,224,752 | $21,763,300 â–² | 628.7% | 333,308 | 2.1% | UIE |
VB Vanguard Small-Cap ETF | $23,426,023 | $443,768 â–¼ | -1.9% | 77,283 | 2.0% | ETF |
HDV iShares Core High Dividend ETF | $23,184,082 | $18,695,477 â–² | 416.5% | 845,826 | 2.0% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $22,349,008 | $1,146,346 â–² | 5.4% | 374,418 | 1.9% | ETF |
SCHD Schwab US Dividend Equity ETF | $18,578,156 | $1,321,768 â–¼ | -6.6% | 585,877 | 1.6% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $15,600,194 | $408,642 â–¼ | -2.6% | 177,517 | 1.3% | ETF |
AAPL Apple | $13,410,118 | $20,545 â–¼ | -0.2% | 46,344 | 1.1% | Computer and Technology |
VBR Vanguard Small-Cap Value ETF | $12,772,164 | $196,334 â–² | 1.6% | 52,563 | 1.1% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $11,053,671 | $159,213 â–² | 1.5% | 118,373 | 0.9% | ETF |
SCHF Schwab International Equity ETF | $10,359,801 | $615,799 â–² | 6.3% | 374,000 | 0.9% | ETF |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $9,914,786 | $3,846,214 â–¼ | -28.0% | 108,193 | 0.8% | ETF |
VV Vanguard Large-Cap ETF | $7,372,055 | $47,803 â–² | 0.7% | 21,436 | 0.6% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $7,233,940 | $332,789 â–¼ | -4.4% | 196,201 | 0.6% | ETF |
SCHW Charles Schwab | $6,713,326 | $2,122 â–² | 0.0% | 72,757 | 0.6% | Finance |
NVDA NVIDIA | $6,204,215 | $51,423 â–¼ | -0.8% | 31,007 | 0.5% | Computer and Technology |
SCHE Schwab Emerging Markets Equity ETF | $5,095,689 | $84,740 â–¼ | -1.6% | 140,532 | 0.4% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $5,051,479 | $20,515,172 â–¼ | -80.2% | 50,179 | 0.4% | ETF |
IVV iShares Core S&P 500 ETF | $4,709,020 | $21,718 â–¼ | -0.5% | 6,288 | 0.4% | ETF |
VOE Vanguard Mid-Cap Value ETF | $4,508,837 | $98,800 â–¼ | -2.1% | 22,818 | 0.4% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $4,417,477 | $3,394 â–¼ | -0.1% | 28,631 | 0.4% | ETF |
VTI Vanguard Total Stock Market ETF | $4,143,221 | $158,003 â–¼ | -3.7% | 11,197 | 0.4% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $3,968,042 | $120,934 â–¼ | -3.0% | 68,806 | 0.3% | ETF |
IVW iShares S&P 500 Growth ETF | $3,964,302 | | 0.0% | 28,825 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $3,400,304 | $2,987 â–² | 0.1% | 4,553 | 0.3% | Finance |
VYM Vanguard High Dividend Yield ETF | $3,399,699 | | 0.0% | 21,513 | 0.3% | Financial Services |
SCHG Schwab U.S. Large-Cap Growth ETF | $3,182,499 | $60,675 â–¼ | -1.9% | 94,045 | 0.3% | ETF |
DGRO iShares Core Dividend Growth ETF | $3,044,787 | $19,781 â–¼ | -0.6% | 40,174 | 0.3% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $2,919,876 | $64,452 â–¼ | -2.2% | 43,219 | 0.2% | ETF |
MSFT Microsoft | $2,871,399 | $22,007 â–¼ | -0.8% | 7,698 | 0.2% | Computer and Technology |
SPDW SPDR Portfolio Developed World ex-US ETF | $2,862,993 | $37,591 â–¼ | -1.3% | 56,817 | 0.2% | ETF |
GOOG Alphabet | $2,729,204 | | 0.0% | 7,724 | 0.2% | Computer and Technology |
GOOGL Alphabet | $2,667,609 | $3,216 â–² | 0.1% | 7,465 | 0.2% | Computer and Technology |
IJR iShares Core S&P Small-Cap ETF | $2,516,079 | $26,696 â–¼ | -1.0% | 16,965 | 0.2% | ETF |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $2,468,442 | | 0.0% | 121,210 | 0.2% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $2,396,520 | $2,117 â–¼ | -0.1% | 49,803 | 0.2% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $2,393,417 | | 0.0% | 31,039 | 0.2% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $2,355,406 | $70,993 â–¼ | -2.9% | 120,635 | 0.2% | ETF |
FE FirstEnergy | $2,272,887 | $15,403 â–¼ | -0.7% | 47,810 | 0.2% | Utilities |
SPEM SPDR Portfolio Emerging Markets ETF | $2,222,605 | $42,097 â–¼ | -1.9% | 42,924 | 0.2% | ETF |
SCHK Schwab 1000 Index ETF | $2,199,950 | | 0.0% | 61,008 | 0.2% | ETF |
AMZN Amazon.com | $2,182,003 | | 0.0% | 9,155 | 0.2% | Retail/Wholesale |
QQQ Invesco QQQ | $2,149,083 | $736 â–² | 0.0% | 2,918 | 0.2% | Finance |
IVE iShares S&P 500 Value ETF | $2,088,725 | | 0.0% | 9,199 | 0.2% | ETF |
SCHH Schwab U.S. REIT ETF | $2,078,038 | $59,745 â–² | 3.0% | 87,755 | 0.2% | ETF |
USRT iShares Core U.S. REIT ETF | $2,015,894 | $32,228 â–² | 1.6% | 30,337 | 0.2% | ETF |
SCHY Schwab International Dividend Equity ETF | $1,873,149 | $23,734 â–¼ | -1.3% | 59,034 | 0.2% | ETF |
BSCU Invesco BulletShares 2030 Corporate Bond ETF | $1,852,921 | | 0.0% | 111,320 | 0.2% | Manufacturing |
CAT Caterpillar | $1,816,719 | | 0.0% | 1,706 | 0.2% | Industrials |
IWR iShares Russell Mid-Cap ETF | $1,806,600 | $3,751 â–² | 0.2% | 16,376 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $1,608,673 | $21,929 â–¼ | -1.3% | 4,915 | 0.1% | Finance |
BILS SPDR Bloomberg 3-12 Month T-Bill ETF | $1,521,863 | $105,539 â–¼ | -6.5% | 15,314 | 0.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $1,513,305 | $59,487 â–² | 4.1% | 15,289 | 0.1% | Finance |
XLK Technology Select Sector SPDR Fund | $1,451,381 | | 0.0% | 7,618 | 0.1% | ETF |
VTV Vanguard Value ETF | $1,412,256 | | 0.0% | 6,480 | 0.1% | ETF |
FDX FedEx | $1,402,377 | | 0.0% | 4,479 | 0.1% | Transportation |
VEU Vanguard FTSE All-World ex-US ETF | $1,397,201 | | 0.0% | 16,683 | 0.1% | ETF |
AVGO Broadcom | $1,379,879 | $1,889 â–² | 0.1% | 3,653 | 0.1% | Computer and Technology |
META Meta Platforms | $1,340,630 | $15,209 â–¼ | -1.1% | 2,380 | 0.1% | Computer and Technology |
DVY iShares Select Dividend ETF | $1,256,496 | $61,739 â–¼ | -4.7% | 8,039 | 0.1% | ETF |
IGRO iShares International Dividend Growth ETF | $1,218,094 | $88,545 â–² | 7.8% | 13,853 | 0.1% | ETF |
EWG iShares MSCI Germany ETF | $1,212,427 | $155,716 â–² | 14.7% | 29,307 | 0.1% | ETF |
GLDM SPDR Gold MiniShares Trust | $1,209,249 | $22,714 â–¼ | -1.8% | 15,226 | 0.1% | Finance |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $1,184,223 | | 0.0% | 63,754 | 0.1% | ETF |
CRWD CrowdStrike | $1,178,756 | $2,289 â–² | 0.2% | 1,545 | 0.1% | Computer and Technology |
NFLX Netflix | $1,175,672 | $2,285 â–² | 0.2% | 16,466 | 0.1% | Consumer Discretionary |
BRK.B Berkshire Hathaway | $1,171,913 | $5,004 â–¼ | -0.4% | 2,342 | 0.1% | Finance |
SPTS SPDR Portfolio Short Term Treasury ETF | $1,159,785 | $8,935 â–² | 0.8% | 39,979 | 0.1% | ETF |
WAB Wabtec | $1,148,766 | | 0.0% | 4,261 | 0.1% | Transportation |
SHOPIFY INC F
| $1,111,086 | $8,792 â–² | 0.8% | 9,731 | 0.1% | FGC |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $1,101,307 | $142,187 â–² | 14.8% | 36,698 | 0.1% | ETF |
XOM ExxonMobil | $1,097,261 | $77,653 â–² | 7.6% | 8,026 | 0.1% | Energy |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $1,082,144 | | 0.0% | 55,169 | 0.1% | ETF |
VXF Vanguard Extended Market ETF | $1,078,400 | $16,496 â–¼ | -1.5% | 4,380 | 0.1% | ETF |
IWY iShares Russell Top 200 Growth ETF | $1,065,413 | $16,275 â–² | 1.6% | 3,666 | 0.1% | ETF |
VO Vanguard Mid-Cap ETF | $1,033,299 | $774,592 â–² | 299.4% | 12,825 | 0.1% | ETF |
IWX iShares Russell Top 200 Value ETF | $1,007,012 | $18,718 â–² | 1.9% | 9,576 | 0.1% | ETF |
VANGUARD TARGET MATURITY
| $999,322 | $999,322 â–² | New Holding | 13,241 | 0.1% | UIE |
VTEB Vanguard Tax-Exempt Bond ETF | $972,148 | $12,291 â–¼ | -1.2% | 19,220 | 0.1% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $938,086 | | 0.0% | 6,350 | 0.1% | ETF |
IWB iShares Russell 1000 ETF | $903,057 | | 0.0% | 2,205 | 0.1% | ETF |
GLD SPDR Gold Shares | $899,216 | | 0.0% | 2,441 | 0.1% | Finance |
VANGUARD TARGET MATURITY
| $859,248 | $859,248 â–² | New Holding | 11,377 | 0.1% | UIE |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | $845,087 | $5,487 â–¼ | -0.6% | 17,713 | 0.1% | ETF |
FLTR VanEck IG Floating Rate ETF | $830,840 | | 0.0% | 32,442 | 0.1% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $819,227 | | 0.0% | 9,912 | 0.1% | ETF |
IWM iShares Russell 2000 ETF | $813,318 | $2,103 â–² | 0.3% | 2,707 | 0.1% | Finance |
DE Deere & Company | $811,942 | | 0.0% | 1,280 | 0.1% | Industrials |
WALMART INC
| $804,546 | | 0.0% | 7,104 | 0.1% | COM |
BSCV Invesco BulletShares 2031 Corporate Bond ETF | $802,456 | | 0.0% | 48,975 | 0.1% | ETF |
