BNDX Vanguard Total International Bond ETF | $12,615,365 | $311,171 â–² | 2.5% | 262,547 | 8.0% | ETF |
SCHF Schwab International Equity ETF | $11,919,108 | $137,783 â–¼ | -1.1% | 481,581 | 7.6% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $11,514,138 | $75,028 â–² | 0.7% | 104,970 | 7.3% | ETF |
SCHD Schwab US Dividend Equity ETF | $9,106,123 | $73,080 â–² | 0.8% | 296,810 | 5.8% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $7,954,975 | $248,475 â–² | 3.2% | 80,134 | 5.1% | Finance |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $6,604,768 | $35,371 â–² | 0.5% | 156,105 | 4.2% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $4,553,836 | $308,379 â–¼ | -6.3% | 233,171 | 2.9% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $4,506,813 | $52,659 â–¼ | -1.2% | 46,644 | 2.9% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $3,560,474 | $50,527 â–² | 1.4% | 115,002 | 2.3% | ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $3,288,724 | $216,229 â–² | 7.0% | 167,578 | 2.1% | ETF |
VYM Vanguard High Dividend Yield ETF | $3,205,098 | $29,917 â–¼ | -0.9% | 21,641 | 2.0% | Financial Services |
VTV Vanguard Value ETF | $3,097,610 | $1,346,915 â–¼ | -30.3% | 15,788 | 2.0% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $3,012,356 | $133,415 â–¼ | -4.2% | 103,411 | 1.9% | ETF |
NET Cloudflare | $2,931,266 | $56,743 â–¼ | -1.9% | 14,206 | 1.9% | Computer and Technology |
SLYV SPDR S&P 600 Small Cap Value ETF | $2,883,318 | $29,699 â–¼ | -1.0% | 30,485 | 1.8% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $2,716,915 | $4,081 â–² | 0.2% | 57,917 | 1.7% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $2,596,445 | $2,419 â–¼ | -0.1% | 56,877 | 1.7% | ETF |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $2,572,615 | $80,549 â–² | 3.2% | 125,966 | 1.6% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $2,551,957 | $29,304 â–² | 1.2% | 17,504 | 1.6% | ETF |
FREL Fidelity MSCI Real Estate Index ETF | $2,346,611 | $128,980 â–² | 5.8% | 87,202 | 1.5% | ETF |
VBR Vanguard Small-Cap Value ETF | $2,221,476 | $46,276 â–¼ | -2.0% | 10,225 | 1.4% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $2,207,515 | $39,632 â–² | 1.8% | 44,115 | 1.4% | ETF |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $2,017,040 | $117,355 â–² | 6.2% | 108,092 | 1.3% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $1,929,092 | $437,677 â–² | 29.3% | 79,583 | 1.2% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $1,906,700 | $372,447 â–¼ | -16.3% | 82,115 | 1.2% | ETF |
IWB iShares Russell 1000 ETF | $1,835,945 | $1,783 â–² | 0.1% | 5,149 | 1.2% | ETF |
NVDA NVIDIA | $1,535,941 | $25,114 â–¼ | -1.6% | 8,807 | 1.0% | Computer and Technology |
MSFT Microsoft | $1,350,380 | $45,901 â–¼ | -3.3% | 3,648 | 0.9% | Computer and Technology |
BSCU Invesco BulletShares 2030 Corporate Bond ETF | $1,341,875 | $177,925 â–² | 15.3% | 80,260 | 0.9% | Manufacturing |
BIV Vanguard Intermediate-Term Bond ETF | $1,312,788 | $18,832 â–² | 1.5% | 17,009 | 0.8% | ETF |
VNQ Vanguard Real Estate ETF | $1,014,601 | $18,626 â–² | 1.9% | 11,439 | 0.6% | ETF |
SPY SPDR S&P 500 ETF Trust | $910,093 | | 0.0% | 1,399 | 0.6% | Finance |
ILCG iShares Morningstar Growth ETF | $819,395 | $5,060 â–² | 0.6% | 8,582 | 0.5% | ETF |
GOOG Alphabet | $792,307 | $45,611 â–¼ | -5.4% | 2,762 | 0.5% | Computer and Technology |
BGRN iShares USD Green Bond ETF | $789,643 | $9,494 â–¼ | -1.2% | 16,634 | 0.5% | Manufacturing |
IJR iShares Core S&P Small-Cap ETF | $777,984 | $9,324 â–² | 1.2% | 6,258 | 0.5% | ETF |
ADBE Adobe | $758,896 | $7,292 â–² | 1.0% | 3,122 | 0.5% | Computer and Technology |
AMZN Amazon.com | $747,273 | $198,481 â–¼ | -21.0% | 3,588 | 0.5% | Retail/Wholesale |
VUG Vanguard Growth ETF | $729,876 | $1,167,103 â–¼ | -61.5% | 1,671 | 0.5% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $703,904 | $5,552 â–¼ | -0.8% | 1,141 | 0.4% | ETF |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $696,339 | $14,832 â–² | 2.2% | 30,047 | 0.4% | ETF |
IWF iShares Russell 1000 Growth ETF | $682,666 | $3,838 â–² | 0.6% | 1,601 | 0.4% | ETF |
VO Vanguard Mid-Cap ETF | $674,329 | $73,521 â–¼ | -9.8% | 2,348 | 0.4% | ETF |
JNK SPDR Bloomberg High Yield Bond ETF | $637,495 | $8,806 â–² | 1.4% | 6,660 | 0.4% | Finance |
META Meta Platforms | $623,622 | $97,834 â–² | 18.6% | 1,090 | 0.4% | Computer and Technology |
SCHC Schwab International Small-Cap Equity ETF | $614,023 | $30,147 â–¼ | -4.7% | 13,137 | 0.4% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $585,526 | $3,830 â–¼ | -0.6% | 7,797 | 0.4% | ETF |
AVGO Broadcom | $578,474 | $56,640 â–¼ | -8.9% | 1,869 | 0.4% | Computer and Technology |
IBHF iShares iBonds 2026 Term High Yield and Income ETF | $576,848 | $179,010 â–² | 45.0% | 25,135 | 0.4% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $567,397 | $39,772 â–¼ | -6.6% | 18,603 | 0.4% | ETF |
TSLA Tesla | $544,614 | $104,834 â–¼ | -16.1% | 1,465 | 0.3% | Auto/Tires/Trucks |
V Visa | $544,334 | $52,287 â–¼ | -8.8% | 1,801 | 0.3% | Business Services |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $543,829 | $3,281 â–¼ | -0.6% | 11,437 | 0.3% | ETF |
GOOGL Alphabet | $527,673 | $23,580 â–² | 4.7% | 1,835 | 0.3% | Computer and Technology |
AAPL Apple | $515,701 | $118,520 â–² | 29.8% | 2,032 | 0.3% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $515,387 | | 0.0% | 1,607 | 0.3% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $491,452 | $491,452 â–² | New Holding | 5,939 | 0.3% | ETF |
VIOG Vanguard S&P Small-Cap 600 Growth ETF | $485,917 | | 0.0% | 3,904 | 0.3% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $479,882 | $7,812 â–¼ | -1.6% | 6,880 | 0.3% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $471,255 | $1,351 â–¼ | -0.3% | 14,302 | 0.3% | ETF |
BSV Vanguard Short-Term Bond ETF | $457,477 | $79,592 â–² | 21.1% | 5,834 | 0.3% | ETF |
ORCL Oracle | $456,335 | $84,147 â–¼ | -15.6% | 3,102 | 0.3% | Computer and Technology |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $452,052 | $452,052 â–² | New Holding | 18,649 | 0.3% | ETF |
VZ Verizon Communications | $437,694 | $20,833 â–¼ | -4.5% | 8,719 | 0.3% | Computer and Technology |
IWO iShares Russell 2000 Growth ETF | $411,071 | $1,883 â–¼ | -0.5% | 1,310 | 0.3% | ETF |
IYW iShares U.S. Technology ETF | $408,859 | $181 â–² | 0.0% | 2,254 | 0.3% | Manufacturing |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $403,593 | $14,620 â–¼ | -3.5% | 4,417 | 0.3% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $401,952 | $396 â–² | 0.1% | 5,071 | 0.3% | ETF |
BA Boeing | $401,842 | $32,442 â–¼ | -7.5% | 2,019 | 0.3% | Aerospace |
SHOPIFY INC
| $390,141 | $52,786 â–¼ | -11.9% | 3,289 | 0.2% | CL A SUB VTG SHS |
WEC WEC Energy Group | $386,093 | $22,112 â–¼ | -5.4% | 3,335 | 0.2% | Utilities |
VWO Vanguard FTSE Emerging Markets ETF | $385,803 | $1,513 â–¼ | -0.4% | 7,138 | 0.2% | ETF |
NFLX Netflix | $381,427 | $25,480 â–¼ | -6.3% | 3,967 | 0.2% | Consumer Discretionary |
GLDM SPDR Gold MiniShares Trust | $374,468 | | 0.0% | 4,040 | 0.2% | Finance |
LLY Eli Lilly and Company | $358,710 | $7,358 â–¼ | -2.0% | 390 | 0.2% | Medical |
NUHY Nuveen ESG High Yield Corporate Bond ETF | $333,670 | $4,871 â–¼ | -1.4% | 15,754 | 0.2% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $333,112 | $349,896 â–¼ | -51.2% | 2,600 | 0.2% | ETF |
AZNCF AstraZeneca | $328,371 | $328,371 â–² | New Holding | 1,665 | 0.2% | Medical |
TOTALENERGIES SE
| $324,162 | $50,949 â–¼ | -13.6% | 3,563 | 0.2% | ACT |
NUSC Nuveen ESG Small-Cap ETF | $318,824 | | 0.0% | 7,076 | 0.2% | ETF |
NVS Novartis | $313,443 | $3,513 â–¼ | -1.1% | 2,052 | 0.2% | Medical |
MUFG Mitsubishi UFJ Financial Group | $310,500 | $20,296 â–² | 7.0% | 18,297 | 0.2% | Finance |
VOE Vanguard Mid-Cap Value ETF | $310,122 | $275,848 â–¼ | -47.1% | 1,683 | 0.2% | ETF |
ASML ASML | $309,074 | $2,642 â–² | 0.9% | 234 | 0.2% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $306,724 | $3,204 â–² | 1.1% | 4,787 | 0.2% | ETF |
MA Mastercard | $300,296 | $14,490 â–¼ | -4.6% | 601 | 0.2% | Business Services |
EFA iShares MSCI EAFE ETF | $299,484 | $34,193 â–¼ | -10.2% | 3,083 | 0.2% | Finance |
BND Vanguard Total Bond Market ETF | $286,681 | $27,762 â–¼ | -8.8% | 3,893 | 0.2% | ETF |
NOW ServiceNow | $283,749 | $145,220 â–² | 104.8% | 2,714 | 0.2% | Computer and Technology |
IEFA iShares Core MSCI EAFE ETF | $278,833 | $9,687 â–¼ | -3.4% | 3,080 | 0.2% | ETF |
UNILEVER PLC
| $278,185 | $17,034 â–² | 6.5% | 4,883 | 0.2% | SPON ADR NEW |
XOM ExxonMobil | $268,402 | $16,118 â–¼ | -5.7% | 1,582 | 0.2% | Energy |
SONY Sony | $255,210 | $22,273 â–¼ | -8.0% | 12,329 | 0.2% | Consumer Discretionary |
EQNR Equinor ASA | $254,508 | $254,508 â–² | New Holding | 6,031 | 0.2% | Energy |
CRM Salesforce | $251,071 | $36,027 â–² | 16.8% | 1,345 | 0.2% | Computer and Technology |
QCOM Qualcomm | $247,902 | $93,366 â–¼ | -27.4% | 1,925 | 0.2% | Computer and Technology |
TDY Teledyne Technologies | $237,769 | $19,360 â–¼ | -7.5% | 393 | 0.2% | Aerospace |
SBUX Starbucks | $234,099 | $234,099 â–² | New Holding | 2,613 | 0.1% | Retail/Wholesale |
GE GE Aerospace | $233,259 | $103,009 â–¼ | -30.6% | 822 | 0.1% | Aerospace |
CVX Chevron | $232,969 | $232,969 â–² | New Holding | 1,126 | 0.1% | Energy |
