IVV iShares Core S&P 500 ETF | $274,569,970 | $4,620,149 â–¼ | -1.7% | 420,340 | 16.7% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $253,979,319 | $1,683,715 â–¼ | -0.7% | 1,323,360 | 15.5% | ETF |
IWM iShares Russell 2000 ETF | $174,792,616 | $1,107,320 â–¼ | -0.6% | 704,809 | 10.7% | Finance |
HDV iShares Core High Dividend ETF | $62,214,064 | $220,409 â–² | 0.4% | 458,400 | 3.8% | ETF |
IEFA iShares Core MSCI EAFE ETF | $53,879,855 | $227,955 â–¼ | -0.4% | 595,160 | 3.3% | ETF |
EFA iShares MSCI EAFE ETF | $47,442,198 | $161,819 â–¼ | -0.3% | 488,440 | 2.9% | Finance |
IBHH iShares iBonds 2028 Term High Yield and Income ETF | $40,864,268 | $660,234 â–² | 1.6% | 1,741,128 | 2.5% | ETF |
IBHG iShares iBonds 2027 Term High Yield and Income ETF | $35,775,749 | $928,685 â–² | 2.7% | 1,616,618 | 2.2% | ETF |
DVY iShares Select Dividend ETF | $34,931,406 | $241,348 â–² | 0.7% | 230,707 | 2.1% | ETF |
IBHI iShares iBonds 2029 Term High Yield and Income ETF | $34,174,219 | $2,705,367 â–² | 8.6% | 1,467,776 | 2.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $27,669,513 | $920,126 â–² | 3.4% | 431,796 | 1.7% | ETF |
VYM Vanguard High Dividend Yield ETF | $25,985,254 | $270,579 â–² | 1.1% | 175,457 | 1.6% | Financial Services |
IBHF iShares iBonds 2026 Term High Yield and Income ETF | $25,791,896 | $404,700 â–² | 1.6% | 1,123,830 | 1.6% | ETF |
ISHARES TR
| $24,478,640 | $3,249,128 â–² | 15.3% | 933,587 | 1.5% | IBONDS 2030 TERM |
IJR iShares Core S&P Small-Cap ETF | $22,221,960 | $242,032 â–² | 1.1% | 178,762 | 1.4% | ETF |
HCA HCA Healthcare | $20,491,294 | $330,795 â–¼ | -1.6% | 43,300 | 1.2% | Medical |
AAPL Apple | $15,893,481 | $306,830 â–¼ | -1.9% | 62,625 | 1.0% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $15,110,432 | $241,413 â–² | 1.6% | 25,287 | 0.9% | ETF |
VTWO Vanguard Russell 2000 ETF | $14,963,945 | $191,125 â–¼ | -1.3% | 149,385 | 0.9% | ETF |
ICF iShares Select U.S. REIT ETF | $14,807,279 | $898,889 â–¼ | -5.7% | 239,252 | 0.9% | ETF |
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF | $14,417,505 | $739,871 â–² | 5.4% | 566,726 | 0.9% | ETF |
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF | $14,288,649 | $1,053,852 â–² | 8.0% | 559,681 | 0.9% | ETF |
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF | $13,459,426 | $241,255 â–² | 1.8% | 525,143 | 0.8% | ETF |
IVW iShares S&P 500 Growth ETF | $13,347,939 | $1,061,429 â–¼ | -7.4% | 118,008 | 0.8% | ETF |
IDU iShares U.S. Utilities ETF | $12,410,380 | $397,095 â–¼ | -3.1% | 106,885 | 0.8% | ETF |
ISHARES TR
| $12,358,750 | $1,589,938 â–² | 14.8% | 485,609 | 0.8% | IBONDS 2031 TERM |
ISHARES TR
| $12,357,979 | $1,725,880 â–² | 16.2% | 487,494 | 0.8% | IBONDS DEC 2029 |
VO Vanguard Mid-Cap ETF | $12,273,761 | $465,231 â–¼ | -3.7% | 42,739 | 0.7% | ETF |
AOA iShares Core 80/20 Aggressive Allocation ETF | $11,187,024 | $141,319 â–² | 1.3% | 126,421 | 0.7% | ETF |
IVE iShares S&P 500 Value ETF | $8,863,628 | $491,345 â–¼ | -5.3% | 41,978 | 0.5% | ETF |
VNQ Vanguard Real Estate ETF | $8,174,961 | $43,463 â–¼ | -0.5% | 92,164 | 0.5% | ETF |
GOOG Alphabet | $7,784,032 | $27,826 â–² | 0.4% | 27,135 | 0.5% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $7,775,706 | $248,631 â–² | 3.3% | 143,861 | 0.5% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $7,717,700 | $140 â–² | 0.0% | 110,648 | 0.5% | ETF |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $7,154,126 | $784,048 â–² | 12.3% | 307,572 | 0.4% | ETF |
ISHARES TR
| $6,951,987 | $1,636,407 â–² | 30.8% | 269,144 | 0.4% | IBONDS DEC 2030 |
AMZN Amazon.com | $6,934,897 | $67,895 â–¼ | -1.0% | 33,298 | 0.4% | Retail/Wholesale |
MSFT Microsoft | $6,404,924 | $115,491 â–² | 1.8% | 17,303 | 0.4% | Computer and Technology |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $6,283,220 | $380,253 â–² | 6.4% | 259,209 | 0.4% | ETF |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | $6,167,642 | $928,421 â–² | 17.7% | 281,756 | 0.4% | ETF |
BRK.B Berkshire Hathaway | $6,014,440 | $9,584 â–¼ | -0.2% | 12,551 | 0.4% | Finance |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $5,890,707 | $656,048 â–² | 12.5% | 232,558 | 0.4% | ETF |
AFL Aflac | $5,776,805 | | 0.0% | 52,655 | 0.4% | Finance |
EEM iShares MSCI Emerging Markets ETF | $5,421,457 | $158,047 â–¼ | -2.8% | 95,465 | 0.3% | Finance |
SPDW SPDR Portfolio Developed World ex-US ETF | $5,417,224 | $4,611 â–¼ | -0.1% | 118,669 | 0.3% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $5,124,932 | $31,827 â–¼ | -0.6% | 211,425 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $4,715,178 | $31,868 â–¼ | -0.7% | 7,250 | 0.3% | Finance |
GOOGL Alphabet | $4,557,649 | $23,868 â–¼ | -0.5% | 15,849 | 0.3% | Computer and Technology |
AOR iShares Core 60/40 Balanced Allocation ETF | $4,536,457 | $138,802 â–¼ | -3.0% | 70,497 | 0.3% | ETF |
QQQ Invesco QQQ | $3,868,706 | $189,309 â–² | 5.1% | 6,703 | 0.2% | Finance |
META Meta Platforms | $3,836,437 | $38,902 â–² | 1.0% | 6,706 | 0.2% | Computer and Technology |
GRC Gorman-Rupp | $3,797,138 | | 0.0% | 61,116 | 0.2% | Industrials |
IJH iShares Core S&P Mid-Cap ETF | $3,630,210 | $815,290 â–¼ | -18.3% | 53,757 | 0.2% | ETF |
ISHARES TR
| $3,569,112 | $541,133 â–² | 17.9% | 141,351 | 0.2% | IBONDS 2032 TERM |
AOS A. O. Smith | $3,489,389 | | 0.0% | 52,918 | 0.2% | Industrials |
ISHARES TR
| $3,234,962 | $712,669 â–² | 28.3% | 126,036 | 0.2% | IBONDS DEC 2031 |
SPYG SPDR Portfolio S&P 500 Growth ETF | $3,233,288 | $23,694 â–¼ | -0.7% | 33,023 | 0.2% | ETF |
LLY Eli Lilly and Company | $3,213,677 | $22,074 â–² | 0.7% | 3,494 | 0.2% | Medical |
COF Capital One Financial | $2,984,008 | | 0.0% | 16,357 | 0.2% | Finance |
KO CocaCola | $2,947,592 | $9,658 â–¼ | -0.3% | 38,759 | 0.2% | Consumer Staples |
AON AON | $2,941,495 | $89,733 â–¼ | -3.0% | 9,113 | 0.2% | Finance |
NVDA NVIDIA | $2,883,762 | $168,474 â–² | 6.2% | 16,535 | 0.2% | Computer and Technology |
HD Home Depot | $2,882,358 | $282,184 â–² | 10.9% | 8,764 | 0.2% | Retail/Wholesale |
VGT Vanguard Information Technology ETF | $2,712,852 | $713,798 â–² | 35.7% | 3,888 | 0.2% | ETF |
EUSA iShares MSCI USA Equal Weighted ETF | $2,545,879 | $1,397,201 â–² | 121.6% | 25,016 | 0.2% | ETF |
SO Southern | $2,545,004 | $139,952 â–¼ | -5.2% | 26,368 | 0.2% | Utilities |
JPM JPMorgan Chase & Co. | $2,513,905 | $56,479 â–¼ | -2.2% | 8,546 | 0.2% | Finance |
BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF | $2,429,482 | $2,429,482 â–² | New Holding | 115,497 | 0.1% | ETF |
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | $2,426,709 | $2,426,709 â–² | New Holding | 111,907 | 0.1% | Manufacturing |
XOM ExxonMobil | $2,396,220 | $47,843 â–¼ | -2.0% | 14,124 | 0.1% | Energy |
BSJU Invesco BulletShares 2030 High Yield Corporate Bond ETF | $2,330,959 | $2,330,959 â–² | New Holding | 91,089 | 0.1% | ETF |
CAT Caterpillar | $2,257,154 | $19,128 â–² | 0.9% | 3,186 | 0.1% | Industrials |
IBDW iShares iBonds Dec 2031 Term Corporate ETF | $2,200,276 | $486,792 â–² | 28.4% | 105,125 | 0.1% | ETF |
QUS SPDR MSCI USA StrategicFactors ETF | $2,084,626 | $52,180 â–¼ | -2.4% | 12,145 | 0.1% | ETF |
COST Costco Wholesale | $2,070,582 | $36,868 â–² | 1.8% | 2,078 | 0.1% | Retail/Wholesale |
SCHX Schwab US Large-Cap ETF | $1,797,194 | | 0.0% | 70,093 | 0.1% | ETF |
TEMA ETF TRUST
| $1,711,376 | $1,711,376 â–² | New Holding | 29,999 | 0.1% | S&P 500 HISTORIC |
ORCL Oracle | $1,698,385 | $84,735 â–² | 5.3% | 11,545 | 0.1% | Computer and Technology |
AVGO Broadcom | $1,693,159 | $310 â–¼ | 0.0% | 5,470 | 0.1% | Computer and Technology |
VT Vanguard Total World Stock ETF | $1,681,640 | $14,385 â–² | 0.9% | 12,158 | 0.1% | ETF |
JNJ Johnson & Johnson | $1,677,905 | $18,089 â–¼ | -1.1% | 6,864 | 0.1% | Medical |
PINNACLE FINL PARTNERS INC
| $1,671,962 | $1,671,962 â–² | New Holding | 19,410 | 0.1% | COM |
FNDX Schwab Fundamental U.S. Large Company ETF | $1,641,002 | | 0.0% | 58,923 | 0.1% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $1,620,899 | $2,449 â–² | 0.2% | 21,177 | 0.1% | ETF |
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | $1,589,131 | $1,589,131 â–² | New Holding | 71,054 | 0.1% | ETF |
MA Mastercard | $1,569,601 | | 0.0% | 3,141 | 0.1% | Business Services |
IBDX iShares iBonds Dec 2032 Term Corporate ETF | $1,511,346 | $269,454 â–² | 21.7% | 59,808 | 0.1% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $1,460,477 | $402 â–² | 0.0% | 14,515 | 0.1% | ETF |
RTX RTX | $1,410,302 | $13,503 â–² | 1.0% | 7,311 | 0.1% | Aerospace |
AMD Advanced Micro Devices | $1,405,905 | | 0.0% | 6,911 | 0.1% | Computer and Technology |
IBM International Business Machines | $1,378,790 | $7,272 â–¼ | -0.5% | 5,688 | 0.1% | Computer and Technology |
CVX Chevron | $1,347,126 | $109,657 â–² | 8.9% | 6,511 | 0.1% | Energy |
GE GE Aerospace | $1,339,576 | $28,091 â–¼ | -2.1% | 4,721 | 0.1% | Aerospace |
INVESCO EXCH TRD SLF IDX FD
| $1,292,630 | $1,292,630 â–² | New Holding | 49,726 | 0.1% | INVESCO BULLETSH |
ABBV AbbVie | $1,284,765 | $217 â–² | 0.0% | 5,907 | 0.1% | Medical |
DFUV Dimensional US Marketwide Value ETF | $1,277,917 | $1,987 â–² | 0.2% | 26,371 | 0.1% | ETF |
DIS Walt Disney | $1,226,173 | $96 â–² | 0.0% | 12,722 | 0.1% | Consumer Discretionary |
WALMART INC
| $1,166,318 | $9,818 â–¼ | -0.8% | 9,385 | 0.1% | COM |
V Visa | $1,150,030 | $17,530 â–² | 1.5% | 3,805 | 0.1% | Business Services |
VIOO Vanguard S&P Small-Cap 600 ETF | $1,133,602 | $1,133,602 â–² | New Holding | 9,872 | 0.1% | ETF |
