IVV iShares Core S&P 500 ETF | $244,389,017 | $3,154,325 â–¼ | -1.3% | 326,335 | 13.5% | ETF |
VTI Vanguard Total Stock Market ETF | $174,338,055 | $6,021,291 â–¼ | -3.3% | 471,133 | 9.7% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $80,308,296 | $330,671 â–² | 0.4% | 1,127,134 | 4.4% | ETF |
BND Vanguard Total Bond Market ETF | $58,181,975 | $30,946,425 â–² | 113.6% | 792,562 | 3.2% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $55,168,543 | $25,269,580 â–¼ | -31.4% | 607,650 | 3.1% | ETF |
AAPL Apple | $53,809,964 | $52,884,012 â–² | 5,711.3% | 185,962 | 3.0% | Computer and Technology |
NVDA NVIDIA | $48,666,890 | $1,808,814 â–¼ | -3.6% | 243,225 | 2.7% | Computer and Technology |
VXF Vanguard Extended Market ETF | $40,219,141 | $1,246,561 â–¼ | -3.0% | 163,353 | 2.2% | ETF |
GOOGL Alphabet | $40,218,061 | $1,683,213 â–¼ | -4.0% | 112,539 | 2.2% | Computer and Technology |
SCHB Schwab US Broad Market ETF | $36,308,136 | $821,132 â–¼ | -2.2% | 1,253,734 | 2.0% | ETF |
AVGO Broadcom | $32,872,938 | $1,765,981 â–¼ | -5.1% | 87,023 | 1.8% | Computer and Technology |
PIMCO ETF TR
| $30,477,709 | $3,368,523 â–² | 12.4% | 330,525 | 1.7% | ACTIVE BD ETF |
VWO Vanguard FTSE Emerging Markets ETF | $27,637,245 | $203,065 â–² | 0.7% | 463,013 | 1.5% | ETF |
JMBS Janus Henderson Mortgage-Backed Securities ETF | $27,085,689 | $1,204,112 â–² | 4.7% | 602,038 | 1.5% | ETF |
LLY Eli Lilly and Company | $26,493,009 | $9,260,799 â–² | 53.7% | 22,088 | 1.5% | Medical |
MSFT Microsoft | $26,436,673 | $486,418 â–¼ | -1.8% | 70,872 | 1.5% | Computer and Technology |
JPM JPMorgan Chase & Co. | $24,651,222 | $347,952 â–¼ | -1.4% | 75,310 | 1.4% | Finance |
AMZN Amazon.com | $22,145,121 | $588,461 â–¼ | -2.6% | 92,914 | 1.2% | Retail/Wholesale |
AGG iShares Core U.S. Aggregate Bond ETF | $21,795,593 | $438,976 â–² | 2.1% | 220,202 | 1.2% | Finance |
VXUS Vanguard Total International Stock ETF | $18,460,880 | $6,416,622 â–¼ | -25.8% | 215,942 | 1.0% | ETF |
WFC Wells Fargo & Company | $17,998,000 | $249,738 â–¼ | -1.4% | 217,788 | 1.0% | Finance |
ACWX iShares MSCI ACWI ex U.S. ETF | $17,226,432 | $371,873 â–¼ | -2.1% | 226,336 | 1.0% | Manufacturing |
VOO Vanguard S&P 500 ETF | $13,405,157 | $292,581 â–² | 2.2% | 19,518 | 0.7% | ETF |
IBTI iShares iBonds Dec 2028 Term Treasury ETF | $12,858,070 | $723,380 â–² | 6.0% | 580,762 | 0.7% | Manufacturing |
META Meta Platforms | $12,248,177 | $109,278 â–² | 0.9% | 21,744 | 0.7% | Computer and Technology |
IBTJ iShares iBonds Dec 2029 Term Treasury ETF | $12,027,917 | $396,455 â–² | 3.4% | 555,562 | 0.7% | Manufacturing |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $11,844,510 | $242,090 â–¼ | -2.0% | 606,633 | 0.7% | ETF |
IBTK iShares iBonds Dec 2030 Term Treasury ETF | $11,284,017 | $624,381 â–² | 5.9% | 577,483 | 0.6% | Manufacturing |
WALMART INC
| $11,244,565 | $208,512 â–¼ | -1.8% | 99,281 | 0.6% | COM |
UNP Union Pacific | $11,195,248 | $480,080 â–¼ | -4.1% | 41,159 | 0.6% | Transportation |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $11,159,060 | $1,741,630 â–² | 18.5% | 102,311 | 0.6% | Finance |
SPHQ Invesco S&P 500 Quality ETF | $10,663,154 | $370,401 â–¼ | -3.4% | 118,348 | 0.6% | ETF |
SCHX Schwab US Large-Cap ETF | $10,615,901 | $16,128 â–¼ | -0.2% | 360,717 | 0.6% | ETF |
GS The Goldman Sachs Group | $10,574,883 | $421,741 â–¼ | -3.8% | 10,456 | 0.6% | Finance |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $10,229,792 | $910,273 â–² | 9.8% | 521,529 | 0.6% | ETF |
GE GE Aerospace | $10,063,800 | $161,078 â–¼ | -1.6% | 26,928 | 0.6% | Aerospace |
MA Mastercard | $10,037,284 | $16,435 â–² | 0.2% | 19,543 | 0.6% | Business Services |
SCHF Schwab International Equity ETF | $9,825,937 | $20,969 â–¼ | -0.2% | 354,727 | 0.5% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $9,809,881 | $209,173 â–¼ | -2.1% | 110,211 | 0.5% | ETF |
JNJ Johnson & Johnson | $9,219,871 | $11,683 â–¼ | -0.1% | 36,303 | 0.5% | Medical |
IBTL iShares iBonds Dec 2031 Term Treasury ETF | $9,201,612 | $555,952 â–² | 6.4% | 455,751 | 0.5% | ETF |
PANW Palo Alto Networks | $8,792,859 | $274,521 â–¼ | -3.0% | 25,784 | 0.5% | Computer and Technology |
XLK Technology Select Sector SPDR Fund | $8,777,446 | $264,061 â–¼ | -2.9% | 46,071 | 0.5% | ETF |
IBTM iShares iBonds Dec 2032 Term Treasury ETF | $8,536,905 | $818,790 â–² | 10.6% | 376,158 | 0.5% | ETF |
ABBV AbbVie | $8,342,116 | $385,764 â–² | 4.8% | 33,151 | 0.5% | Medical |
MCK McKesson | $8,182,392 | $216,857 â–¼ | -2.6% | 10,829 | 0.5% | Medical |
TLT iShares 20+ Year Treasury Bond ETF | $8,102,047 | $1,186,892 â–² | 17.2% | 93,752 | 0.4% | ETF |
COST Costco Wholesale | $8,042,234 | $54,257 â–¼ | -0.7% | 8,597 | 0.4% | Retail/Wholesale |
IJR iShares Core S&P Small-Cap ETF | $7,781,528 | $362,025 â–¼ | -4.4% | 52,468 | 0.4% | ETF |
MUB iShares National Muni Bond ETF | $7,769,625 | $876,350 â–¼ | -10.1% | 72,195 | 0.4% | ETF |
NOBL ProShares S&P 500 Aristocrats ETF | $7,684,989 | $3,624,903 â–² | 89.3% | 136,841 | 0.4% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $7,256,627 | $809,030 â–¼ | -10.0% | 44,175 | 0.4% | ETF |
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund | $7,154,494 | $2,767,339 â–² | 63.1% | 136,017 | 0.4% | ETF |
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF | $7,048,137 | $230,267 â–¼ | -3.2% | 90,326 | 0.4% | ETF |
TSLA Tesla | $6,992,475 | $5,888 â–¼ | -0.1% | 16,625 | 0.4% | Auto/Tires/Trucks |
RSPT Invesco S&P 500 Equal Weight Technology ETF | $6,920,592 | $472,011 â–¼ | -6.4% | 107,296 | 0.4% | ETF |
CVX Chevron | $6,699,521 | $149,018 â–¼ | -2.2% | 40,417 | 0.4% | Energy |
CGMU Capital Group Municipal Income ETF | $6,430,479 | $2,331,598 â–² | 56.9% | 234,091 | 0.4% | ETF |
MORGAN STANLEY ETF TRUST
| $6,243,723 | $1,514,857 â–² | 32.0% | 117,220 | 0.3% | EATO VAN MU ETF |
SCHD Schwab US Dividend Equity ETF | $5,994,743 | $184,425 â–¼ | -3.0% | 189,049 | 0.3% | ETF |
BAC Bank of America | $5,875,777 | $160,000 â–¼ | -2.7% | 103,120 | 0.3% | Finance |
LINDE PLC
| $5,719,755 | $158,796 â–¼ | -2.7% | 11,022 | 0.3% | SHS |
XLU Utilities Select Sector SPDR Fund | $5,571,379 | $10,247 â–¼ | -0.2% | 122,880 | 0.3% | ETF |
ASB Associated Banc | $5,420,135 | $2,618,834 â–¼ | -32.6% | 176,150 | 0.3% | Finance |
TMO Thermo Fisher Scientific | $5,305,391 | $120,326 â–¼ | -2.2% | 10,582 | 0.3% | Medical |
LOW Lowe's Companies | $5,178,648 | $734,893 â–¼ | -12.4% | 23,487 | 0.3% | Retail/Wholesale |
V Visa | $5,132,968 | $25,046 â–¼ | -0.5% | 14,961 | 0.3% | Business Services |
UNH UnitedHealth Group | $4,821,308 | $382,795 â–¼ | -7.4% | 11,600 | 0.3% | Medical |
PH Parker-Hannifin | $4,812,350 | $44,994 â–² | 0.9% | 4,920 | 0.3% | Industrials |
GOOG Alphabet | $4,759,001 | $88,332 â–¼ | -1.8% | 13,469 | 0.3% | Computer and Technology |
TJX TJX Companies | $4,757,403 | $166,044 â–¼ | -3.4% | 31,402 | 0.3% | Retail/Wholesale |
XLRE Real Estate Select Sector SPDR Fund | $4,683,778 | $82,072 â–¼ | -1.7% | 106,377 | 0.3% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $4,539,003 | $166,558 â–¼ | -3.5% | 58,864 | 0.3% | ETF |
COP ConocoPhillips | $4,493,151 | $120,698 â–¼ | -2.6% | 43,220 | 0.2% | Energy |
XOM ExxonMobil | $4,431,778 | $30,489 â–¼ | -0.7% | 32,415 | 0.2% | Energy |
CSM ProShares Large Cap Core Plus | $4,390,803 | $199,745 â–¼ | -4.4% | 51,526 | 0.2% | ETF |
PRF Invesco RAFI US 1000 ETF | $4,242,489 | $18,856 â–¼ | -0.4% | 78,521 | 0.2% | ETF |
TXN Texas Instruments | $4,218,882 | $115,651 â–¼ | -2.7% | 14,154 | 0.2% | Computer and Technology |
BRK.B Berkshire Hathaway | $4,162,744 | $45,535 â–¼ | -1.1% | 8,319 | 0.2% | Finance |
GLW Corning | $4,067,721 | $623,760 â–² | 18.1% | 15,925 | 0.2% | Computer and Technology |
JPST JPMorgan Ultra-Short Income ETF | $4,067,648 | $465,598 â–¼ | -10.3% | 80,436 | 0.2% | ETF |
CSCO Cisco Systems | $4,055,423 | $136,958 â–¼ | -3.3% | 34,526 | 0.2% | Computer and Technology |
BSMU Invesco BulletShares 2030 Municipal Bond ETF | $3,993,178 | $773,065 â–² | 24.0% | 182,183 | 0.2% | Manufacturing |
HD Home Depot | $3,983,167 | $661,275 â–² | 19.9% | 11,294 | 0.2% | Retail/Wholesale |
AMP Ameriprise Financial | $3,976,531 | $383,982 â–¼ | -8.8% | 8,668 | 0.2% | Finance |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $3,823,659 | $639,491 â–¼ | -14.3% | 170,928 | 0.2% | Manufacturing |
BA Boeing | $3,681,072 | $22,296 â–² | 0.6% | 17,005 | 0.2% | Aerospace |
OVL Overlay Shares Large Cap Equity ETF | $3,602,943 | $1,276,442 â–¼ | -26.2% | 63,645 | 0.2% | Manufacturing |
UBER Uber Technologies | $3,563,260 | $171,091 â–¼ | -4.6% | 49,380 | 0.2% | Computer and Technology |
JMST JPMorgan Ultra-Short Municipal ETF | $3,541,950 | $1,933,257 â–² | 120.2% | 69,450 | 0.2% | ETF |
KIMBERLY-CLARK CORP
| $3,382,232 | $41,274 â–¼ | -1.2% | 30,812 | 0.2% | COM |
NFLX Netflix | $3,237,061 | $111,670 â–² | 3.6% | 45,337 | 0.2% | Consumer Discretionary |
NIC Nicolet Bankshares | $3,118,759 | $20,674 â–¼ | -0.7% | 18,857 | 0.2% | Finance |
BSMT Invesco BulletShares 2029 Municipal Bond ETF | $3,053,317 | $1,039,827 â–² | 51.6% | 132,580 | 0.2% | ETF |
XLB Materials Select Sector SPDR Fund | $3,021,232 | $25,669 â–¼ | -0.8% | 59,438 | 0.2% | ETF |
CAT Caterpillar | $2,981,720 | $577,176 â–² | 24.0% | 2,800 | 0.2% | Industrials |
USB U.S. Bancorp | $2,969,203 | $3,201 â–¼ | -0.1% | 49,159 | 0.2% | Finance |
USMV iShares MSCI USA Min Vol Factor ETF | $2,968,652 | $125,205 â–² | 4.4% | 30,776 | 0.2% | ETF |
PRFZ Invesco RAFI US 1500 Small-Mid ETF | $2,921,287 | $73,338 â–¼ | -2.4% | 52,381 | 0.2% | Manufacturing |
BSMW Invesco BulletShares 2032 Municipal Bond ETF | $2,907,641 | $1,153,624 â–² | 65.8% | 115,658 | 0.2% | ETF |
