IVV iShares Core S&P 500 ETF | $247,891,859 | $2,031,800 ▼ | -0.8% | 323,682 | 13.6% | ETF |
VTI Vanguard Total Stock Market ETF | $173,303,432 | $3,013,380 ▼ | -1.7% | 463,081 | 9.5% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $81,124,958 | $1,538,027 ▲ | 1.9% | 1,148,916 | 4.4% | ETF |
AAPL Apple | $61,780,870 | $60,681,904 ▲ | 5,521.7% | 185,517 | 3.4% | Technology |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $56,484,272 | $54,732,100 ▲ | 3,123.7% | 613,626 | 3.1% | ETF |
NVDA NVIDIA | $54,486,443 | $1,061,282 ▼ | -1.9% | 238,578 | 3.0% | Technology |
BND Vanguard Total Bond Market ETF | $45,263,164 | $10,335,059 ▼ | -18.6% | 645,234 | 2.5% | ETF |
BOND Pimco Total Return ETF | $41,880,465 | $13,128,096 ▲ | 45.7% | 481,440 | 2.3% | ETF |
GOOGL Alphabet | $38,382,123 | $340,295 ▼ | -0.9% | 111,550 | 2.1% | Communication Services |
VXF Vanguard Extended Market ETF | $37,426,080 | $411,375 ▼ | -1.1% | 161,577 | 2.0% | ETF |
SCHB Schwab US Broad Market ETF | $36,625,746 | $121,197 ▼ | -0.3% | 1,249,599 | 2.0% | ETF |
MSFT Microsoft | $36,068,153 | $282,095 ▼ | -0.8% | 70,322 | 2.0% | Technology |
LLY Eli Lilly and Company | $33,410,684 | $31,096,524 ▲ | 1,343.8% | 28,875 | 1.8% | Healthcare |
MUB iShares National Muni Bond ETF | $31,827,088 | $24,528,174 ▲ | 336.1% | 314,808 | 1.7% | ETF |
AVGO Broadcom | $30,178,458 | $383,148 ▼ | -1.3% | 85,932 | 1.7% | Technology |
VWO Vanguard FTSE Emerging Markets ETF | $27,503,410 | $42,110 ▲ | 0.2% | 463,723 | 1.5% | ETF |
JPM JPMorgan Chase & Co. | $24,442,050 | $472,756 ▼ | -1.9% | 73,881 | 1.3% | Finance |
AMZN Amazon.com | $23,017,472 | $132,049 ▼ | -0.6% | 92,384 | 1.3% | Consumer Discretionary |
JMBS Janus Henderson Mortgage-Backed Securities ETF | $22,561,811 | $2,880,315 ▼ | -11.3% | 533,881 | 1.2% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $19,646,262 | $1,171,634 ▼ | -5.6% | 207,809 | 1.1% | ETF |
VXUS Vanguard Total International Stock ETF | $18,167,931 | $178,501 ▼ | -1.0% | 213,841 | 1.0% | ETF |
WFC Wells Fargo & Company | $17,354,198 | $79,730 ▼ | -0.5% | 216,792 | 0.9% | Finance |
META Meta Platforms | $16,943,105 | $1,174,792 ▲ | 7.5% | 23,364 | 0.9% | Communication Services |
ACWX iShares MSCI ACWI ex U.S. ETF | $16,911,883 | $203,645 ▼ | -1.2% | 223,643 | 0.9% | ETF |
VOO Vanguard S&P 500 ETF | $13,559,538 | $119,847 ▼ | -0.9% | 19,347 | 0.7% | ETF |
IBTI iShares iBonds Dec 2028 Term Treasury ETF | $12,590,296 | $134,199 ▼ | -1.1% | 574,637 | 0.7% | ETF |
IBTJ iShares iBonds Dec 2029 Term Treasury ETF | $11,665,684 | $126,119 ▼ | -1.1% | 549,620 | 0.6% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $11,126,430 | $7,074,869 ▲ | 174.6% | 220,894 | 0.6% | ETF |
UNP Union Pacific | $10,936,632 | $263,966 ▼ | -2.4% | 40,189 | 0.6% | Industrials |
IBTK iShares iBonds Dec 2030 Term Treasury ETF | $10,848,759 | $117,643 ▼ | -1.1% | 571,288 | 0.6% | ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $10,831,878 | $638,594 ▲ | 6.3% | 554,202 | 0.6% | ETF |
SCHX Schwab US Large-Cap ETF | $10,824,840 | $3,330 ▲ | 0.0% | 360,828 | 0.6% | ETF |
WALMART INC
| $10,544,969 | $227,689 ▲ | 2.2% | 101,472 | 0.6% | COM |
MA Mastercard | $10,308,077 | $469,301 ▼ | -4.4% | 18,692 | 0.6% | Finance |
PANW Palo Alto Networks | $9,943,080 | $301,161 ▼ | -2.9% | 25,026 | 0.5% | Technology |
IDEV iShares Core MSCI International Developed Markets ETF | $9,861,680 | | 0.0% | 110,211 | 0.5% | ETF |
SPHQ Invesco S&P 500 Quality ETF | $9,723,347 | $227,352 ▼ | -2.3% | 115,644 | 0.5% | ETF |
JNJ Johnson & Johnson | $9,444,863 | $165,992 ▼ | -1.7% | 35,676 | 0.5% | Healthcare |
SCHF Schwab International Equity ETF | $9,324,224 | $420,126 ▼ | -4.3% | 339,433 | 0.5% | ETF |
GS The Goldman Sachs Group | $9,280,910 | $133,253 ▼ | -1.4% | 10,308 | 0.5% | Finance |
MCK McKesson | $9,164,795 | $81,112 ▼ | -0.9% | 10,734 | 0.5% | Healthcare |
IBTL iShares iBonds Dec 2031 Term Treasury ETF | $9,093,501 | $220,030 ▲ | 2.5% | 467,052 | 0.5% | ETF |
XLK Technology Select Sector SPDR Fund | $8,970,439 | $47,959 ▼ | -0.5% | 45,826 | 0.5% | ETF |
ABBV AbbVie | $8,726,903 | $54,934 ▲ | 0.6% | 33,361 | 0.5% | Healthcare |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $8,530,497 | $1,923,641 ▼ | -18.4% | 83,485 | 0.5% | ETF |
IBTM iShares iBonds Dec 2032 Term Treasury ETF | $8,299,820 | $123,613 ▲ | 1.5% | 381,845 | 0.5% | ETF |
GE GE Aerospace | $8,299,418 | $109,926 ▼ | -1.3% | 26,576 | 0.5% | Industrials |
CVX Chevron | $8,188,616 | $64,939 ▼ | -0.8% | 40,099 | 0.4% | Energy |
COST Costco Wholesale | $8,122,053 | $295,860 ▲ | 3.8% | 8,922 | 0.4% | Consumer Staples |
TLT iShares 20+ Year Treasury Bond ETF | $7,749,920 | $457,891 ▲ | 6.3% | 99,639 | 0.4% | ETF |
TMO Thermo Fisher Scientific | $7,366,820 | $223,442 ▲ | 3.1% | 10,913 | 0.4% | Healthcare |
IJR iShares Core S&P Small-Cap ETF | $6,996,400 | $141,346 ▼ | -2.0% | 51,429 | 0.4% | ETF |
NOBL ProShares S&P 500 Aristocrats ETF | $6,923,447 | $479,651 ▼ | -6.5% | 127,975 | 0.4% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $6,863,373 | $482,046 ▼ | -6.6% | 41,276 | 0.4% | ETF |
IBTO iShares iBonds Dec 2033 Term Treasury ETF | $6,673,951 | $6,673,951 ▲ | New Holding | 290,298 | 0.4% | ETF |
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF | $6,654,869 | $8,682 ▲ | 0.1% | 90,444 | 0.4% | ETF |
MORGAN STANLEY ETF TRUST
| $6,577,564 | $690,776 ▲ | 11.7% | 130,975 | 0.4% | EATO VAN MU ETF |
RSPT Invesco S&P 500 Equal Weight Technology ETF | $6,497,945 | $568,569 ▼ | -8.0% | 98,663 | 0.4% | ETF |
SCHD Schwab US Dividend Equity ETF | $6,149,763 | | 0.0% | 189,049 | 0.3% | ETF |
TSLA Tesla | $6,125,793 | $227,078 ▲ | 3.8% | 17,265 | 0.3% | Consumer Discretionary |
BFC Bank First National | $6,014,900 | $5,491,089 ▲ | 1,048.3% | 40,420 | 0.3% | Finance |
BAC Bank of America | $5,455,790 | $157,031 ▼ | -2.8% | 100,235 | 0.3% | Finance |
GVI iShares Intermediate Government/Credit Bond ETF | $5,388,602 | $3,958,609 ▲ | 276.8% | 52,281 | 0.3% | ETF |
V Visa | $5,354,376 | $21,560 ▼ | -0.4% | 14,901 | 0.3% | Finance |
LINDE PLC
| $5,267,190 | $35,599 ▲ | 0.7% | 11,097 | 0.3% | SHS |
EXXONMOBIL HOLDINGS CORP
| $5,130,042 | $5,130,042 ▲ | New Holding | 31,521 | 0.3% | COM SHS |
COP ConocoPhillips | $5,092,603 | $316,379 ▼ | -5.8% | 40,692 | 0.3% | Energy |
ASB Associated Banc | $5,046,697 | | 0.0% | 176,150 | 0.3% | Finance |
CGMU Capital Group Municipal Income ETF | $4,782,635 | $1,289,685 ▼ | -21.2% | 184,373 | 0.3% | ETF |
XLU Utilities Select Sector SPDR Fund | $4,730,275 | $116,111 ▼ | -2.4% | 119,936 | 0.3% | ETF |
PH Parker-Hannifin | $4,583,149 | $117,517 ▼ | -2.5% | 4,797 | 0.3% | Industrials |
GOOG Alphabet | $4,548,538 | $40,889 ▼ | -0.9% | 13,349 | 0.2% | Communication Services |
CSM ProShares Large Cap Core Plus | $4,408,546 | $62,916 ▼ | -1.4% | 50,801 | 0.2% | ETF |
UNH UnitedHealth Group | $4,378,897 | $4,334,847 ▲ | 9,840.8% | 11,929 | 0.2% | Healthcare |
XLRE Real Estate Select Sector SPDR Fund | $4,353,723 | $1,841 ▲ | 0.0% | 106,422 | 0.2% | ETF |
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund | $4,324,520 | $2,434,164 ▼ | -36.0% | 87,030 | 0.2% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $4,184,252 | $51,013 ▼ | -1.2% | 58,155 | 0.2% | ETF |
LOW Lowe's Companies | $4,167,348 | $161,069 ▼ | -3.7% | 22,613 | 0.2% | Consumer Discretionary |
BRK.B Berkshire Hathaway | $4,117,548 | $24,897 ▼ | -0.6% | 8,269 | 0.2% | Finance |
TJX TJX Companies | $4,090,231 | $64,567 ▼ | -1.6% | 30,914 | 0.2% | Consumer Discretionary |
PRF Invesco RAFI US 1000 ETF | $4,066,356 | $207,542 ▼ | -4.9% | 74,708 | 0.2% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $4,030,001 | $7,811,473 ▼ | -66.0% | 206,455 | 0.2% | ETF |
AMP Ameriprise Financial | $3,926,983 | $340,706 ▼ | -8.0% | 7,976 | 0.2% | Finance |
TXN Texas Instruments | $3,773,932 | $190,461 ▼ | -4.8% | 13,474 | 0.2% | Technology |
CSCO Cisco Systems | $3,677,393 | $38,639 ▼ | -1.0% | 34,167 | 0.2% | Technology |
UBER Uber Technologies | $3,503,806 | $120,783 ▲ | 3.6% | 51,143 | 0.2% | Industrials |
HD Home Depot | $3,445,458 | $232,428 ▲ | 7.2% | 12,111 | 0.2% | Consumer Discretionary |
LISTED FDS TR
| $3,317,278 | $266,572 ▼ | -7.4% | 58,911 | 0.2% | SHARES LAG CAP |
NFLX Netflix | $3,312,634 | $158,086 ▲ | 5.0% | 47,609 | 0.2% | Communication Services |
BA Boeing | $3,223,316 | $59,536 ▲ | 1.9% | 17,325 | 0.2% | Industrials |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $3,087,905 | $727,208 ▼ | -19.1% | 138,347 | 0.2% | ETF |
NIC Nicolet Bankshares | $3,051,245 | $22,823 ▼ | -0.7% | 18,717 | 0.2% | Finance |
KIMBERLY-CLARK CORP
| $3,001,915 | $97 ▼ | 0.0% | 30,811 | 0.2% | COM |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $2,978,755 | $2,173,493 ▲ | 269.9% | 38,038 | 0.2% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $2,948,436 | $50,376 ▼ | -1.7% | 30,259 | 0.2% | ETF |
XLB Materials Select Sector SPDR Fund | $2,899,208 | $4,578 ▲ | 0.2% | 59,532 | 0.2% | ETF |
USB U.S. Bancorp | $2,839,423 | | 0.0% | 49,159 | 0.2% | Finance |
BLACKROCK INC
| $2,836,217 | $3,175 ▲ | 0.1% | 2,680 | 0.2% | COM |
IYW iShares U.S. Technology ETF | $2,797,608 | $88,477 ▼ | -3.1% | 10,561 | 0.2% | ETF |
PRFZ Invesco RAFI US 1500 Small-Mid ETF | $2,726,131 | $14,966 ▼ | -0.5% | 52,095 | 0.1% | ETF |
