IVV iShares Core S&P 500 ETF | $215,916,604 | $1,634,331 â–¼ | -0.8% | 330,547 | 13.3% | ETF |
VTI Vanguard Total Stock Market ETF | $156,364,397 | $2,402,546 â–¼ | -1.5% | 487,405 | 9.6% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $71,929,351 | $1,390,792 â–¼ | -1.9% | 1,122,493 | 4.4% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $70,045,578 | $536,580 â–¼ | -0.8% | 885,980 | 4.3% | ETF |
AAPL Apple | $48,991,367 | $97,709 â–² | 0.2% | 193,039 | 3.0% | Computer and Technology |
NVDA NVIDIA | $43,995,016 | $1,534,197 â–¼ | -3.4% | 252,265 | 2.7% | Computer and Technology |
VXF Vanguard Extended Market ETF | $34,660,012 | $996,278 â–¼ | -2.8% | 168,416 | 2.1% | ETF |
GOOGL Alphabet | $33,716,121 | $1,024,864 â–¼ | -3.0% | 117,249 | 2.1% | Computer and Technology |
SCHB Schwab US Broad Market ETF | $32,180,408 | $1,266,220 â–¼ | -3.8% | 1,282,088 | 2.0% | ETF |
AVGO Broadcom | $28,381,447 | $280,107 â–² | 1.0% | 91,698 | 1.7% | Computer and Technology |
BND Vanguard Total Bond Market ETF | $27,320,881 | $369,157 â–² | 1.4% | 371,006 | 1.7% | ETF |
PIMCO ETF TR
| $27,129,765 | $24,823 â–¼ | -0.1% | 293,994 | 1.7% | ACTIVE BD ETF |
MSFT Microsoft | $26,717,389 | $35,166 â–¼ | -0.1% | 72,176 | 1.6% | Computer and Technology |
JMBS Janus Henderson Mortgage-Backed Securities ETF | $25,990,878 | $1,369,451 â–² | 5.6% | 575,274 | 1.6% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $24,841,974 | $750,052 â–² | 3.1% | 459,611 | 1.5% | ETF |
JPM JPMorgan Chase & Co. | $22,465,881 | $408,588 â–¼ | -1.8% | 76,373 | 1.4% | Finance |
VXUS Vanguard Total International Stock ETF | $22,438,932 | $505,610 â–¼ | -2.2% | 290,999 | 1.4% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $21,419,189 | $3,058,211 â–¼ | -12.5% | 215,767 | 1.3% | Finance |
AMZN Amazon.com | $19,865,416 | $461,943 â–¼ | -2.3% | 95,383 | 1.2% | Retail/Wholesale |
WFC Wells Fargo & Company | $17,578,683 | $550,662 â–² | 3.2% | 220,810 | 1.1% | Finance |
ACWX iShares MSCI ACWI ex U.S. ETF | $15,831,769 | $1,045,605 â–¼ | -6.2% | 231,222 | 1.0% | Manufacturing |
LLY Eli Lilly and Company | $13,214,334 | $3,255,985 â–² | 32.7% | 14,367 | 0.8% | Medical |
WALMART INC
| $12,567,441 | $1,517,210 â–¼ | -10.8% | 101,122 | 0.8% | COM |
META Meta Platforms | $12,329,401 | $587,005 â–¼ | -4.5% | 21,550 | 0.8% | Computer and Technology |
IBTI iShares iBonds Dec 2028 Term Treasury ETF | $12,213,067 | $4,635 â–¼ | 0.0% | 548,089 | 0.8% | Manufacturing |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $12,089,694 | $1,583,727 â–¼ | -11.6% | 619,032 | 0.7% | ETF |
IBTJ iShares iBonds Dec 2029 Term Treasury ETF | $11,735,151 | $281,425 â–² | 2.5% | 537,250 | 0.7% | Manufacturing |
VOO Vanguard S&P 500 ETF | $11,408,424 | $31,670 â–¼ | -0.3% | 19,092 | 0.7% | ETF |
IBTK iShares iBonds Dec 2030 Term Treasury ETF | $10,757,831 | $736,049 â–¼ | -6.4% | 545,529 | 0.7% | Manufacturing |
UNP Union Pacific | $10,414,220 | $816,901 â–¼ | -7.3% | 42,924 | 0.6% | Transportation |
MA Mastercard | $9,748,865 | $96,434 â–² | 1.0% | 19,511 | 0.6% | Business Services |
MCK McKesson | $9,619,341 | $544,311 â–¼ | -5.4% | 11,116 | 0.6% | Medical |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $9,410,522 | $2,288,354 â–² | 32.1% | 86,343 | 0.6% | Finance |
IDEV iShares Core MSCI International Developed Markets ETF | $9,406,722 | $429,550 â–¼ | -4.4% | 112,561 | 0.6% | ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $9,324,269 | $764,786 â–² | 8.9% | 475,122 | 0.6% | ETF |
SCHX Schwab US Large-Cap ETF | $9,262,834 | $224,145 â–² | 2.5% | 361,265 | 0.6% | ETF |
SPHQ Invesco S&P 500 Quality ETF | $9,207,692 | $170,907 â–¼ | -1.8% | 122,459 | 0.6% | ETF |
GS The Goldman Sachs Group | $9,198,449 | $76,985 â–¼ | -0.8% | 10,873 | 0.6% | Finance |
JNJ Johnson & Johnson | $8,885,149 | $828,896 â–¼ | -8.5% | 36,349 | 0.5% | Medical |
SCHF Schwab International Equity ETF | $8,798,229 | $53,683 â–¼ | -0.6% | 355,484 | 0.5% | ETF |
IBTL iShares iBonds Dec 2031 Term Treasury ETF | $8,735,114 | $1,097,767 â–² | 14.4% | 428,215 | 0.5% | ETF |
COST Costco Wholesale | $8,624,101 | $335,797 â–¼ | -3.7% | 8,655 | 0.5% | Retail/Wholesale |
CVX Chevron | $8,548,280 | $1,400,713 â–¼ | -14.1% | 41,316 | 0.5% | Energy |
MUB iShares National Muni Bond ETF | $8,527,878 | $441,053 â–¼ | -4.9% | 80,338 | 0.5% | ETF |
IBTM iShares iBonds Dec 2032 Term Treasury ETF | $7,798,170 | $870,186 â–² | 12.6% | 340,080 | 0.5% | ETF |
GE GE Aerospace | $7,763,662 | $418,277 â–¼ | -5.1% | 27,359 | 0.5% | Aerospace |
NOBL ProShares S&P 500 Aristocrats ETF | $7,663,992 | $426,478 â–¼ | -5.3% | 72,295 | 0.5% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $6,993,313 | $204,102 â–¼ | -2.8% | 49,100 | 0.4% | ETF |
TLT iShares 20+ Year Treasury Bond ETF | $6,936,759 | $1,375,250 â–² | 24.7% | 80,018 | 0.4% | ETF |
ABBV AbbVie | $6,876,598 | $81,124 â–² | 1.2% | 31,618 | 0.4% | Medical |
IJR iShares Core S&P Small-Cap ETF | $6,825,736 | $191,189 â–¼ | -2.7% | 54,909 | 0.4% | ETF |
ASB Associated Banc | $6,756,183 | | 0.0% | 261,260 | 0.4% | Finance |
LOW Lowe's Companies | $6,337,028 | $249,039 â–¼ | -3.8% | 26,820 | 0.4% | Retail/Wholesale |
XLK Technology Select Sector SPDR Fund | $6,307,035 | $1,938,346 â–² | 44.4% | 47,457 | 0.4% | ETF |
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF | $6,228,105 | $112,975 â–² | 1.8% | 93,277 | 0.4% | ETF |
TSLA Tesla | $6,185,547 | $56,878 â–¼ | -0.9% | 16,639 | 0.4% | Auto/Tires/Trucks |
SCHD Schwab US Dividend Equity ETF | $5,978,457 | $100,139 â–¼ | -1.6% | 194,865 | 0.4% | ETF |
COP ConocoPhillips | $5,858,292 | $851,928 â–¼ | -12.7% | 44,381 | 0.4% | Energy |
XLU Utilities Select Sector SPDR Fund | $5,649,334 | $36,345 â–¼ | -0.6% | 123,106 | 0.3% | ETF |
LINDE PLC
| $5,615,968 | $388,180 â–¼ | -6.5% | 11,328 | 0.3% | SHS |
XOM ExxonMobil | $5,537,362 | $402,264 â–¼ | -6.8% | 32,638 | 0.3% | Energy |
TMO Thermo Fisher Scientific | $5,319,337 | $46,695 â–¼ | -0.9% | 10,822 | 0.3% | Medical |
TJX TJX Companies | $5,189,930 | $229,968 â–¼ | -4.2% | 32,498 | 0.3% | Retail/Wholesale |
RSPT Invesco S&P 500 Equal Weight Technology ETF | $5,187,429 | $420,465 â–¼ | -7.5% | 114,614 | 0.3% | ETF |
BAC Bank of America | $5,163,989 | $192,465 â–¼ | -3.6% | 105,928 | 0.3% | Finance |
MORGAN STANLEY ETF TRUST
| $4,664,944 | $464,498 â–² | 11.1% | 88,780 | 0.3% | EATON VANCE INTE |
V Visa | $4,543,876 | $64,982 â–² | 1.5% | 15,034 | 0.3% | Business Services |
JPST JPMorgan Ultra-Short Income ETF | $4,536,832 | $394,201 â–¼ | -8.0% | 89,643 | 0.3% | ETF |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $4,475,121 | $786,306 â–¼ | -14.9% | 199,515 | 0.3% | Manufacturing |
XLRE Real Estate Select Sector SPDR Fund | $4,419,479 | $150,785 â–¼ | -3.3% | 108,241 | 0.3% | ETF |
PH Parker-Hannifin | $4,363,399 | $334,820 â–¼ | -7.1% | 4,874 | 0.3% | Industrials |
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund | $4,352,958 | $1,914,381 â–² | 78.5% | 83,406 | 0.3% | ETF |
OVL Overlay Shares Large Cap Equity ETF | $4,335,507 | $53,117 â–² | 1.2% | 86,193 | 0.3% | Manufacturing |
PANW Palo Alto Networks | $4,262,748 | $391,020 â–² | 10.1% | 26,589 | 0.3% | Computer and Technology |
AMP Ameriprise Financial | $4,224,022 | $678,154 â–¼ | -13.8% | 9,505 | 0.3% | Finance |
NFLX Netflix | $4,208,773 | $811,025 â–² | 23.9% | 43,773 | 0.3% | Consumer Discretionary |
IJH iShares Core S&P Mid-Cap ETF | $4,120,950 | $735,267 â–¼ | -15.1% | 61,024 | 0.3% | ETF |
CGMU Capital Group Municipal Income ETF | $4,051,132 | $1,587,542 â–² | 64.4% | 149,213 | 0.2% | ETF |
CSM ProShares Large Cap Core Plus | $4,030,553 | $140,662 â–¼ | -3.4% | 53,870 | 0.2% | ETF |
BRK.B Berkshire Hathaway | $4,030,072 | $1,917 â–¼ | 0.0% | 8,410 | 0.2% | Finance |
GOOG Alphabet | $3,935,432 | $158,060 â–² | 4.2% | 13,719 | 0.2% | Computer and Technology |
PRF Invesco RAFI US 1000 ETF | $3,748,691 | $412,133 â–¼ | -9.9% | 78,870 | 0.2% | ETF |
UBER Uber Technologies | $3,722,449 | $491,570 â–¼ | -11.7% | 51,751 | 0.2% | Computer and Technology |
MCD McDonald's | $3,524,980 | $91,683 â–¼ | -2.5% | 11,342 | 0.2% | Retail/Wholesale |
UNH UnitedHealth Group | $3,388,057 | $306,849 â–¼ | -8.3% | 12,521 | 0.2% | Medical |
BA Boeing | $3,364,005 | $149,671 â–¼ | -4.3% | 16,902 | 0.2% | Aerospace |
BSMU Invesco BulletShares 2030 Municipal Bond ETF | $3,204,671 | $483,996 â–² | 17.8% | 146,913 | 0.2% | Manufacturing |
HD Home Depot | $3,097,814 | $19,405 â–¼ | -0.6% | 9,419 | 0.2% | Retail/Wholesale |
KIMBERLY-CLARK CORP
| $3,008,705 | $82,868 â–¼ | -2.7% | 31,188 | 0.2% | COM |
XLB Materials Select Sector SPDR Fund | $2,995,351 | $385,868 â–¼ | -11.4% | 59,943 | 0.2% | ETF |
DHR Danaher | $2,910,360 | $410,863 â–¼ | -12.4% | 15,350 | 0.2% | Medical |
JEPI JPMorgan Equity Premium Income ETF | $2,884,558 | $228,987 â–¼ | -7.4% | 50,892 | 0.2% | ETF |
TXN Texas Instruments | $2,823,183 | $522,625 â–¼ | -15.6% | 14,542 | 0.2% | Computer and Technology |
NIC Nicolet Bankshares | $2,821,104 | $214,161 â–¼ | -7.1% | 18,982 | 0.2% | Finance |
CRM Salesforce | $2,804,156 | $1,709,710 â–² | 156.2% | 15,022 | 0.2% | Computer and Technology |
BSMQ Invesco BulletShares 2026 Municipal Bond ETF | $2,779,008 | $483,485 â–² | 21.1% | 117,630 | 0.2% | ETF |
CSCO Cisco Systems | $2,769,341 | $355,750 â–¼ | -11.4% | 35,692 | 0.2% | Computer and Technology |
USMV iShares MSCI USA Min Vol Factor ETF | $2,733,789 | $1,228,341 â–¼ | -31.0% | 29,478 | 0.2% | ETF |
PG Procter & Gamble | $2,564,098 | $64,998 â–¼ | -2.5% | 17,752 | 0.2% | Consumer Staples |
USB U.S. Bancorp | $2,559,516 | $104 â–¼ | 0.0% | 49,212 | 0.2% | Finance |
