IVV iShares Core S&P 500 ETF | $311,216,755 | $3,571,454 â–¼ | -1.1% | 415,571 | 16.9% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $280,644,409 | $926,826 â–¼ | -0.3% | 1,319,004 | 15.2% | ETF |
IWM iShares Russell 2000 ETF | $211,176,801 | $583,174 â–¼ | -0.3% | 702,868 | 11.4% | ETF |
HDV iShares Core High Dividend ETF | $63,242,663 | $50,677,917 â–² | 403.3% | 2,307,284 | 3.4% | ETF |
IEFA iShares Core MSCI EAFE ETF | $60,133,028 | $2,652,473 â–² | 4.6% | 622,624 | 3.3% | ETF |
EFA iShares MSCI EAFE ETF | $50,549,683 | $189,477 â–¼ | -0.4% | 486,616 | 2.7% | ETF |
IBHH iShares iBonds 2028 Term High Yield and Income ETF | $45,532,670 | $4,616,153 â–² | 11.3% | 1,937,560 | 2.5% | ETF |
IBHI iShares iBonds 2029 Term High Yield and Income ETF | $39,983,908 | $5,652,636 â–² | 16.5% | 1,709,445 | 2.2% | ETF |
IBHG iShares iBonds 2027 Term High Yield and Income ETF | $39,134,946 | $3,440,020 â–² | 9.6% | 1,772,416 | 2.1% | ETF |
DVY iShares Select Dividend ETF | $36,145,493 | $85,965 â–² | 0.2% | 231,257 | 2.0% | ETF |
ISHARES TR
| $31,492,290 | $6,784,911 â–² | 27.5% | 1,189,960 | 1.7% | IBON 2030 TE ETF |
VEA Vanguard FTSE Developed Markets ETF | $31,000,272 | $234,840 â–² | 0.8% | 435,092 | 1.7% | ETF |
VYM Vanguard High Dividend Yield ETF | $29,084,470 | $1,357,003 â–² | 4.9% | 184,044 | 1.6% | ETF |
IJR iShares Core S&P Small-Cap ETF | $28,126,962 | $1,614,798 â–² | 6.1% | 189,650 | 1.5% | ETF |
IBHF iShares iBonds 2026 Term High Yield and Income ETF | $26,312,637 | $857,891 â–² | 3.4% | 1,161,706 | 1.4% | ETF |
VTWO Vanguard Russell 2000 ETF | $18,118,955 | $19,427 â–¼ | -0.1% | 149,225 | 1.0% | ETF |
AAPL Apple | $18,044,468 | $76,680 â–¼ | -0.4% | 62,360 | 1.0% | Technology |
VOO Vanguard S&P 500 ETF | $17,329,047 | $38,462 â–¼ | -0.2% | 25,231 | 0.9% | ETF |
ISHARES TR
| $17,153,365 | $4,639,219 â–² | 37.1% | 665,633 | 0.9% | IBON 2031 TE ETF |
HCA HCA Healthcare | $16,882,776 | $390 â–² | 0.0% | 43,301 | 0.9% | Healthcare |
ICF iShares Select U.S. REIT ETF | $16,122,581 | $58,027 â–¼ | -0.4% | 238,394 | 0.9% | ETF |
IVW iShares S&P 500 Growth ETF | $15,482,006 | $747,612 â–¼ | -4.6% | 112,572 | 0.8% | ETF |
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF | $14,868,761 | $462,593 â–² | 3.2% | 584,924 | 0.8% | ETF |
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF | $14,784,915 | $468,268 â–² | 3.3% | 577,987 | 0.8% | ETF |
VO Vanguard Mid-Cap ETF | $13,784,275 | $10,340,784 â–² | 300.3% | 171,084 | 0.7% | ETF |
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF | $13,340,649 | $124,072 â–¼ | -0.9% | 520,304 | 0.7% | ETF |
ISHARES TR
| $13,209,788 | $832,310 â–² | 6.7% | 520,275 | 0.7% | IBONDS DEC 2029 |
IDU iShares U.S. Utilities ETF | $12,303,942 | $53,867 â–² | 0.4% | 107,355 | 0.7% | ETF |
AOA iShares Core 80/20 Aggressive Allocation ETF | $12,232,253 | $106,482 â–¼ | -0.9% | 125,330 | 0.7% | ETF |
GOOG Alphabet | $10,081,052 | $493,594 â–² | 5.1% | 28,532 | 0.5% | Communication Services |
IEMG iShares Core MSCI Emerging Markets ETF | $9,747,401 | $581,290 â–² | 6.3% | 117,665 | 0.5% | ETF |
IVE iShares S&P 500 Value ETF | $9,491,686 | $39,735 â–¼ | -0.4% | 41,803 | 0.5% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $8,677,413 | $90,370 â–² | 1.1% | 145,375 | 0.5% | ETF |
VNQ Vanguard Real Estate ETF | $8,581,557 | $305,778 â–¼ | -3.4% | 88,993 | 0.5% | ETF |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $8,505,890 | $1,382,515 â–² | 19.4% | 367,266 | 0.5% | ETF |
ISHARES TR
| $8,356,608 | $1,393,850 â–² | 20.0% | 323,023 | 0.5% | IBONDS DEC 2030 |
AMZN Amazon.com | $8,241,232 | $305,072 â–² | 3.8% | 34,578 | 0.4% | Consumer Discretionary |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | $7,536,521 | $1,394,241 â–² | 22.7% | 345,712 | 0.4% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $7,258,695 | $980,645 â–² | 15.6% | 299,698 | 0.4% | ETF |
MSFT Microsoft | $7,146,694 | $692,325 â–² | 10.7% | 19,159 | 0.4% | Technology |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $7,072,907 | $1,200,815 â–² | 20.4% | 280,115 | 0.4% | ETF |
EEM iShares MSCI Emerging Markets ETF | $6,556,058 | $25,312 â–² | 0.4% | 95,835 | 0.4% | ETF |
AFL Aflac | $6,173,825 | | 0.0% | 52,655 | 0.3% | Finance |
GOOGL Alphabet | $6,061,923 | $398,101 â–² | 7.0% | 16,963 | 0.3% | Communication Services |
BRK.B Berkshire Hathaway | $6,017,691 | $262,705 â–¼ | -4.2% | 12,026 | 0.3% | Finance |
SPDW SPDR Portfolio Developed World ex-US ETF | $5,889,325 | $90,400 â–¼ | -1.5% | 116,875 | 0.3% | ETF |
GRC Gorman-Rupp | $5,606,782 | | 0.0% | 61,116 | 0.3% | Industrials |
SPY SPDR S&P 500 ETF Trust | $5,420,987 | $6,721 â–² | 0.1% | 7,259 | 0.3% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $5,386,838 | $264,010 â–² | 5.2% | 222,321 | 0.3% | ETF |
QQQ Invesco QQQ | $5,039,017 | $103,093 â–² | 2.1% | 6,843 | 0.3% | ETF |
AOR iShares Core 60/40 Balanced Allocation ETF | $4,825,210 | $74,366 â–¼ | -1.5% | 69,427 | 0.3% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $4,295,608 | $150,440 â–² | 3.6% | 55,708 | 0.2% | ETF |
ISHARES TR
| $4,182,610 | $590,163 â–² | 16.4% | 164,572 | 0.2% | IBON 2032 TE ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $3,932,346 | $2,975 â–² | 0.1% | 33,048 | 0.2% | ETF |
META Meta Platforms | $3,812,753 | $35,486 â–² | 0.9% | 6,769 | 0.2% | Communication Services |
VGT Vanguard Information Technology ETF | $3,719,231 | $3,254,536 â–² | 700.4% | 31,118 | 0.2% | ETF |
ISHARES TR
| $3,408,180 | $156,451 â–² | 4.8% | 132,100 | 0.2% | IBONDS DEC 2031 |
CSCO Cisco Systems | $3,394,321 | $1,991,512 â–² | 142.0% | 28,898 | 0.2% | Technology |
CAT Caterpillar | $3,377,863 | $14,909 â–¼ | -0.4% | 3,172 | 0.2% | Industrials |
NVDA NVIDIA | $3,365,513 | $57,026 â–² | 1.7% | 16,820 | 0.2% | Technology |
AOS A. O. Smith | $3,318,994 | | 0.0% | 52,918 | 0.2% | Industrials |
COF Capital One Financial | $3,281,542 | | 0.0% | 16,357 | 0.2% | Finance |
HD Home Depot | $3,189,263 | $98,397 â–² | 3.2% | 9,043 | 0.2% | Consumer Discretionary |
KO CocaCola | $3,128,055 | $21,861 â–¼ | -0.7% | 38,490 | 0.2% | Consumer Staples |
AON AON | $3,027,335 | $4,644 â–² | 0.2% | 9,127 | 0.2% | Finance |
EUSA iShares MSCI USA Equal Weighted ETF | $2,862,401 | $5,824 â–² | 0.2% | 25,067 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $2,852,938 | $55,645 â–² | 2.0% | 8,716 | 0.2% | Finance |
AVGO Broadcom | $2,499,420 | $433,253 â–² | 21.0% | 6,617 | 0.1% | Technology |
BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF | $2,442,264 | $1,817 â–² | 0.1% | 115,583 | 0.1% | ETF |
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | $2,434,257 | $848 â–² | 0.0% | 111,946 | 0.1% | ETF |
TEMA ETF TRUST
| $2,417,413 | $442,683 â–² | 22.4% | 36,724 | 0.1% | S&P 500 HI WE ET |
BSJU Invesco BulletShares 2030 High Yield Corporate Bond ETF | $2,352,060 | $955 â–² | 0.0% | 91,126 | 0.1% | ETF |
MU Micron Technology | $2,320,123 | $1,426,703 â–¼ | -38.1% | 2,010 | 0.1% | Technology |
QUS SPDR MSCI USA StrategicFactors ETF | $2,279,502 | $10,090 â–² | 0.4% | 12,199 | 0.1% | ETF |
IBDW iShares iBonds Dec 2031 Term Corporate ETF | $2,124,297 | $66,500 â–¼ | -3.0% | 101,934 | 0.1% | ETF |
SCHX Schwab US Large-Cap ETF | $2,062,848 | | 0.0% | 70,093 | 0.1% | ETF |
LLY Eli Lilly and Company | $2,048,627 | $2,142,183 â–¼ | -51.1% | 1,708 | 0.1% | Healthcare |
YNDX Yandex | $1,985,663 | | 0.0% | 7,190 | 0.1% | Technology |
XOM ExxonMobil | $1,978,588 | $47,578 â–² | 2.5% | 14,472 | 0.1% | Energy |
VT Vanguard Total World Stock ETF | $1,910,338 | $2,197 â–² | 0.1% | 12,172 | 0.1% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $1,895,120 | $34,097 â–² | 1.8% | 21,565 | 0.1% | ETF |
GE GE Aerospace | $1,892,207 | $127,816 â–² | 7.2% | 5,063 | 0.1% | Industrials |
FNDX Schwab Fundamental U.S. Large Company ETF | $1,832,501 | | 0.0% | 58,923 | 0.1% | ETF |
JNJ Johnson & Johnson | $1,777,158 | $34,030 â–² | 2.0% | 6,998 | 0.1% | Healthcare |
SO Southern | $1,756,326 | $767,424 â–¼ | -30.4% | 18,350 | 0.1% | Utilities |
IJK iShares S&P Mid-Cap 400 Growth ETF | $1,706,035 | $470 â–² | 0.0% | 14,519 | 0.1% | ETF |
ORCL Oracle | $1,695,877 | $3,957 â–² | 0.2% | 11,572 | 0.1% | Technology |
GE VERNOVA INC
| $1,674,204 | $303,119 â–² | 22.1% | 1,425 | 0.1% | COM |
MA Mastercard | $1,637,530 | $24,142 â–² | 1.5% | 3,188 | 0.1% | Finance |
PINNACLE FINL PARTNERS INC
| $1,615,078 | $342,990 â–¼ | -17.5% | 16,010 | 0.1% | COM |
IBM International Business Machines | $1,614,985 | $15,467 â–² | 1.0% | 5,743 | 0.1% | Technology |
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | $1,588,488 | $737 â–² | 0.0% | 71,087 | 0.1% | ETF |
ABBV AbbVie | $1,533,028 | $46,555 â–² | 3.1% | 6,092 | 0.1% | Healthcare |
COST Costco Wholesale | $1,528,558 | $415,349 â–¼ | -21.4% | 1,634 | 0.1% | Consumer Staples |
IBDX iShares iBonds Dec 2032 Term Corporate ETF | $1,509,808 | $3,249 â–² | 0.2% | 59,937 | 0.1% | ETF |
VTI Vanguard Total Stock Market ETF | $1,461,958 | $401,474 â–² | 37.9% | 3,951 | 0.1% | ETF |
DFUV Dimensional US Marketwide Value ETF | $1,452,741 | $2,090 â–² | 0.1% | 26,409 | 0.1% | ETF |
V Visa | $1,404,321 | $98,814 â–² | 7.6% | 4,093 | 0.1% | Finance |
RTX RTX | $1,357,884 | $29,218 â–¼ | -2.1% | 7,157 | 0.1% | Industrials |
VIOO Vanguard S&P Small-Cap 600 ETF | $1,357,795 | | 0.0% | 9,872 | 0.1% | ETF |
