IVV iShares Core S&P 500 ETF | $204,448,088 | $2,779,148 ▲ | 1.4% | 329,277 | 13.2% | ETF |
VTI Vanguard Total Stock Market ETF | $157,989,803 | $8,382,389 ▼ | -5.0% | 519,823 | 10.2% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $83,037,058 | $9,966,136 ▼ | -10.7% | 1,108,787 | 5.4% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $62,724,111 | $3,220,039 ▲ | 5.4% | 1,100,230 | 4.1% | ETF |
NVDA NVIDIA | $43,033,157 | $1,154,433 ▼ | -2.6% | 272,379 | 2.8% | Computer and Technology |
AAPL Apple | $37,266,462 | $1,251,742 ▼ | -3.2% | 181,637 | 2.4% | Computer and Technology |
VXF Vanguard Extended Market ETF | $34,773,169 | $11,387,426 ▼ | -24.7% | 180,443 | 2.2% | ETF |
MSFT Microsoft | $34,426,243 | $1,772,272 ▼ | -4.9% | 69,211 | 2.2% | Computer and Technology |
SCHB Schwab US Broad Market ETF | $32,755,860 | $4,809,156 ▲ | 17.2% | 1,374,564 | 2.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $26,604,051 | $2,365,027 ▼ | -8.2% | 268,186 | 1.7% | Finance |
VXUS Vanguard Total International Stock ETF | $25,854,168 | $243,128 ▼ | -0.9% | 374,210 | 1.7% | ETF |
AVGO Broadcom | $24,901,394 | $299,356 ▼ | -1.2% | 90,337 | 1.6% | Computer and Technology |
GOOGL Alphabet | $21,833,486 | $417,136 ▼ | -1.9% | 123,892 | 1.4% | Computer and Technology |
AMZN Amazon.com | $21,536,418 | $368,356 ▼ | -1.7% | 98,165 | 1.4% | Retail/Wholesale |
JMBS Janus Henderson Mortgage-Backed Securities ETF | $21,287,655 | $750,623 ▼ | -3.4% | 472,534 | 1.4% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $20,884,286 | $2,444,214 ▲ | 13.3% | 422,246 | 1.3% | ETF |
PIMCO ETF TR
| $19,949,503 | $18,250,257 ▲ | 1,074.0% | 216,419 | 1.3% | ACTIVE BD ETF |
JPM JPMorgan Chase & Co. | $18,794,864 | $681,868 ▼ | -3.5% | 64,830 | 1.2% | Finance |
JPST JPMorgan Ultra-Short Income ETF | $17,386,939 | $236,017 ▼ | -1.3% | 343,073 | 1.1% | ETF |
ACWX iShares MSCI ACWI ex U.S. ETF | $15,904,060 | $1,321,789 ▼ | -7.7% | 260,979 | 1.0% | Manufacturing |
META Meta Platforms | $15,896,243 | $722,590 ▲ | 4.8% | 21,537 | 1.0% | Computer and Technology |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $14,644,508 | $709,103 ▼ | -4.6% | 750,231 | 0.9% | ETF |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $12,441,625 | $1,473,698 ▼ | -10.6% | 601,626 | 0.8% | ETF |
EDV Vanguard Extended Duration Treasury ETF | $11,190,240 | $1,085,751 ▲ | 10.7% | 166,274 | 0.7% | ETF |
MA Mastercard | $11,073,027 | $85,977 ▼ | -0.8% | 19,705 | 0.7% | Business Services |
WMT Walmart | $10,984,898 | $72,846 ▼ | -0.7% | 112,343 | 0.7% | Retail/Wholesale |
IBTI iShares iBonds Dec 2028 Term Treasury ETF | $10,931,938 | $219,530 ▲ | 2.0% | 488,906 | 0.7% | Manufacturing |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $10,917,950 | $28,922 ▲ | 0.3% | 485,458 | 0.7% | Manufacturing |
UNP Union Pacific | $10,898,889 | $423,807 ▼ | -3.7% | 47,370 | 0.7% | Transportation |
VOO Vanguard S&P 500 ETF | $10,612,504 | $1,007,685 ▼ | -8.7% | 18,683 | 0.7% | ETF |
FI Fiserv | $10,556,491 | $135,169 ▼ | -1.3% | 61,229 | 0.7% | Business Services |
IBTK iShares iBonds Dec 2030 Term Treasury ETF | $10,206,746 | $49,402 ▲ | 0.5% | 514,453 | 0.7% | Manufacturing |
WFC Wells Fargo & Company | $10,157,293 | $1,258,605 ▲ | 14.1% | 126,776 | 0.7% | Finance |
MCK McKesson | $9,954,816 | $243,283 ▼ | -2.4% | 13,585 | 0.6% | Medical |
IDEV iShares Core MSCI International Developed Markets ETF | $9,531,537 | $1,323,476 ▲ | 16.1% | 125,349 | 0.6% | ETF |
NOBL ProShares S&P 500 Aristocrats ETF | $9,177,998 | $290,016 ▲ | 3.3% | 91,142 | 0.6% | ETF |
IBTJ iShares iBonds Dec 2029 Term Treasury ETF | $9,071,876 | $331,606 ▲ | 3.8% | 413,863 | 0.6% | Manufacturing |
SPHQ Invesco S&P 500 Quality ETF | $9,008,546 | $415,375 ▼ | -4.4% | 126,418 | 0.6% | ETF |
SCHX Schwab US Large-Cap ETF | $8,768,485 | $1,627,508 ▲ | 22.8% | 358,776 | 0.6% | ETF |
LLY Eli Lilly and Company | $8,394,758 | $399,119 ▲ | 5.0% | 10,769 | 0.5% | Medical |
GS The Goldman Sachs Group | $8,226,178 | $376,523 ▲ | 4.8% | 11,623 | 0.5% | Finance |
COST Costco Wholesale | $7,922,489 | $94,044 ▲ | 1.2% | 8,003 | 0.5% | Retail/Wholesale |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $7,911,588 | $2,230,185 ▲ | 39.3% | 58,587 | 0.5% | ETF |
SCHF Schwab International Equity ETF | $7,888,374 | $63,935 ▼ | -0.8% | 356,940 | 0.5% | ETF |
GE GE Aerospace | $7,395,844 | $746,688 ▲ | 11.2% | 28,734 | 0.5% | Aerospace |
OVL Overlay Shares Large Cap Equity ETF | $7,052,245 | $373,340 ▼ | -5.0% | 145,979 | 0.5% | Manufacturing |
CVX Chevron | $6,855,364 | $143,906 ▼ | -2.1% | 47,876 | 0.4% | Energy |
MUB iShares National Muni Bond ETF | $6,754,840 | $2,023,568 ▲ | 42.8% | 64,652 | 0.4% | ETF |
ASB Associated Banc | $6,454,813 | $182,925 ▼ | -2.8% | 264,650 | 0.4% | Finance |
JNJ Johnson & Johnson | $6,349,511 | $160,387 ▲ | 2.6% | 41,568 | 0.4% | Medical |
LOW Lowe's Companies | $6,341,931 | $251,822 ▼ | -3.8% | 28,584 | 0.4% | Retail/Wholesale |
JMST JPMorgan Ultra-Short Municipal ETF | $6,302,214 | $937,844 ▲ | 17.5% | 123,767 | 0.4% | ETF |
AMP Ameriprise Financial | $6,098,931 | $200,149 ▼ | -3.2% | 11,427 | 0.4% | Finance |
IJR iShares Core S&P Small-Cap ETF | $5,773,572 | $532,242 ▼ | -8.4% | 52,828 | 0.4% | ETF |
ABBV AbbVie | $5,613,704 | $970,050 ▲ | 20.9% | 30,243 | 0.4% | Medical |
SCHD Schwab US Dividend Equity ETF | $5,376,902 | $39,776 ▼ | -0.7% | 202,902 | 0.3% | ETF |
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF | $5,279,341 | $4,261,876 ▲ | 418.9% | 89,163 | 0.3% | ETF |
BAC Bank of America | $5,180,262 | $884,553 ▼ | -14.6% | 109,473 | 0.3% | Finance |
XLU Utilities Select Sector SPDR Fund | $5,174,303 | $660,793 ▲ | 14.6% | 63,364 | 0.3% | ETF |
RSPT Invesco S&P 500 Equal Weight Technology ETF | $5,105,859 | $685,349 ▼ | -11.8% | 125,205 | 0.3% | ETF |
LINDE PLC
| $5,070,897 | $98,997 ▼ | -1.9% | 10,808 | 0.3% | SHS |
COP ConocoPhillips | $4,869,381 | $78,343 ▼ | -1.6% | 54,261 | 0.3% | Energy |
JEPI JPMorgan Equity Premium Income ETF | $4,833,045 | $2,563,309 ▼ | -34.7% | 85,014 | 0.3% | ETF |
XLK Technology Select Sector SPDR Fund | $4,750,341 | $2,007,354 ▲ | 73.2% | 18,759 | 0.3% | ETF |
UBER Uber Technologies | $4,738,706 | $1,008,759 ▲ | 27.0% | 50,790 | 0.3% | Computer and Technology |
IJH iShares Core S&P Mid-Cap ETF | $4,702,170 | $403,750 ▼ | -7.9% | 75,817 | 0.3% | ETF |
XLRE Real Estate Select Sector SPDR Fund | $4,642,353 | $154,952 ▲ | 3.5% | 112,080 | 0.3% | ETF |
V Visa | $4,529,372 | $309,959 ▼ | -6.4% | 12,757 | 0.3% | Business Services |
TMO Thermo Fisher Scientific | $4,497,766 | $225,436 ▼ | -4.8% | 11,093 | 0.3% | Medical |
TJX TJX Companies | $4,296,463 | $138,803 ▼ | -3.1% | 34,792 | 0.3% | Retail/Wholesale |
KMB Kimberly-Clark | $4,178,038 | $14,439 ▼ | -0.3% | 32,408 | 0.3% | Consumer Staples |
CSM ProShares Large Cap Core Plus | $4,164,365 | $1,339,545 ▼ | -24.3% | 59,095 | 0.3% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $4,108,314 | $13,330 ▼ | -0.3% | 43,766 | 0.3% | ETF |
NFLX Netflix | $3,904,903 | $148,643 ▼ | -3.7% | 2,916 | 0.3% | Consumer Discretionary |
TSLA Tesla | $3,879,898 | $1,822,415 ▲ | 88.6% | 12,214 | 0.3% | Auto/Tires/Trucks |
BRK.B Berkshire Hathaway | $3,848,755 | $13,116 ▼ | -0.3% | 7,923 | 0.2% | Finance |
PRF Invesco RAFI US 1000 ETF | $3,787,899 | $25,827 ▼ | -0.7% | 89,612 | 0.2% | ETF |
TXN Texas Instruments | $3,772,455 | $151,563 ▼ | -3.9% | 18,170 | 0.2% | Computer and Technology |
PH Parker-Hannifin | $3,671,856 | $393,937 ▼ | -9.7% | 5,257 | 0.2% | Industrials |
DHR Danaher | $3,627,822 | $862,855 ▼ | -19.2% | 18,365 | 0.2% | Medical |
PANW Palo Alto Networks | $3,618,649 | $302,867 ▲ | 9.1% | 17,683 | 0.2% | Computer and Technology |
XOM Exxon Mobil | $3,560,526 | $422,792 ▲ | 13.5% | 33,029 | 0.2% | Energy |
BA Boeing | $3,516,751 | $458,871 ▲ | 15.0% | 16,784 | 0.2% | Aerospace |
PRFZ Invesco RAFI US 1500 Small-Mid ETF | $3,416,361 | $498,126 ▼ | -12.7% | 84,002 | 0.2% | Manufacturing |
UNH UnitedHealth Group | $3,366,780 | $427,399 ▲ | 14.5% | 10,792 | 0.2% | Medical |
PG Procter & Gamble | $3,309,235 | $349,548 ▲ | 11.8% | 20,771 | 0.2% | Consumer Staples |
ACN Accenture | $3,245,347 | $212,511 ▼ | -6.1% | 10,858 | 0.2% | Computer and Technology |
BND Vanguard Total Bond Market ETF | $3,241,633 | $114,642 ▼ | -3.4% | 44,026 | 0.2% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $3,203,167 | $135,215 ▼ | -4.1% | 17,625 | 0.2% | ETF |
XLB Materials Select Sector SPDR Fund | $3,190,225 | $73,146 ▼ | -2.2% | 36,331 | 0.2% | ETF |
GVI iShares Intermediate Government/Credit Bond ETF | $2,948,898 | $1,531,154 ▲ | 108.0% | 27,614 | 0.2% | ETF |
HD Home Depot | $2,933,120 | $79,561 ▼ | -2.6% | 8,000 | 0.2% | Retail/Wholesale |
IUSG iShares Core S&P U.S. Growth ETF | $2,902,720 | | 0.0% | 19,300 | 0.2% | Manufacturing |
EMR Emerson Electric | $2,661,933 | $156,396 ▼ | -5.5% | 19,965 | 0.2% | Industrials |
AMGN Amgen | $2,640,208 | $316,624 ▲ | 13.6% | 9,456 | 0.2% | Medical |
DIS Walt Disney | $2,601,853 | $329,866 ▲ | 14.5% | 20,981 | 0.2% | Consumer Discretionary |
MTUM iShares MSCI USA Momentum Factor ETF | $2,536,096 | $181,201 ▼ | -6.7% | 10,553 | 0.2% | ETF |
MCD McDonald's | $2,522,887 | $13,732 ▲ | 0.5% | 8,635 | 0.2% | Retail/Wholesale |
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund | $2,424,781 | $1,527,183 ▼ | -38.6% | 36,153 | 0.2% | ETF |
PEG Public Service Enterprise Group | $2,358,723 | $59,515 ▼ | -2.5% | 28,020 | 0.2% | Utilities |
