BNDX Vanguard Total International Bond ETF | $14,524,649 | $1,261,179 ▲ | 9.5% | 309,892 | 8.0% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $13,775,226 | $286,095 ▲ | 2.1% | 106,843 | 7.6% | ETF |
SCHF Schwab International Equity ETF | $13,088,578 | $143,366 ▲ | 1.1% | 476,468 | 7.3% | ETF |
SCHD Schwab US Dividend Equity ETF | $9,579,904 | $119,288 ▲ | 1.3% | 294,494 | 5.3% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $9,552,171 | $848,311 ▲ | 9.7% | 101,038 | 5.3% | ETF |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $7,325,670 | $375,499 ▲ | 5.4% | 177,592 | 4.1% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $4,989,992 | $96,274 ▲ | 2.0% | 46,648 | 2.8% | ETF |
NET Cloudflare | $4,931,029 | $11,808 ▲ | 0.2% | 14,199 | 2.7% | Technology |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $4,651,403 | $1,023,417 ▲ | 28.2% | 237,984 | 2.6% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $4,448,000 | $200,509 ▼ | -4.3% | 227,869 | 2.5% | ETF |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $4,073,222 | $1,164,051 ▲ | 40.0% | 202,396 | 2.3% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $3,904,212 | $66,611 ▲ | 1.7% | 114,762 | 2.2% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $3,501,548 | $148,570 ▼ | -4.1% | 97,455 | 1.9% | ETF |
VYM Vanguard High Dividend Yield ETF | $3,182,764 | $26,074 ▼ | -0.8% | 20,507 | 1.8% | ETF |
VTV Vanguard Value ETF | $3,083,712 | $266,214 ▼ | -7.9% | 14,271 | 1.7% | ETF |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $3,059,428 | $673,820 ▲ | 28.2% | 168,100 | 1.7% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $3,004,278 | $78,572 ▲ | 2.7% | 58,042 | 1.7% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $2,784,004 | | 0.0% | 55,447 | 1.5% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $2,759,941 | $219,831 ▼ | -7.4% | 27,018 | 1.5% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $2,752,442 | $63,963 ▲ | 2.4% | 17,729 | 1.5% | ETF |
NVDA NVIDIA | $2,529,994 | $431,638 ▲ | 20.6% | 11,078 | 1.4% | Technology |
FREL Fidelity MSCI Real Estate Index ETF | $2,501,865 | $64,716 ▲ | 2.7% | 92,048 | 1.4% | ETF |
VBR Vanguard Small-Cap Value ETF | $2,353,320 | $10,397 ▲ | 0.4% | 10,186 | 1.3% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $2,328,746 | $97,564 ▲ | 4.4% | 47,332 | 1.3% | ETF |
MSFT Microsoft | $2,176,748 | $253,886 ▲ | 13.2% | 4,244 | 1.2% | Technology |
IWB iShares Russell 1000 ETF | $2,146,203 | $2,080 ▲ | 0.1% | 5,158 | 1.2% | ETF |
BSCU Invesco BulletShares 2030 Corporate Bond ETF | $1,979,886 | $401,045 ▲ | 25.4% | 122,670 | 1.1% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $1,955,610 | $65,230 ▲ | 3.5% | 80,677 | 1.1% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $1,761,449 | $38,432 ▼ | -2.1% | 79,704 | 1.0% | ETF |
AAPL Apple | $1,427,990 | $745,299 ▲ | 109.2% | 4,288 | 0.8% | Technology |
AMZN Amazon.com | $1,311,027 | $344,076 ▲ | 35.6% | 5,262 | 0.7% | Consumer Discretionary |
BIV Vanguard Intermediate-Term Bond ETF | $1,164,298 | $86,776 ▼ | -6.9% | 15,980 | 0.6% | ETF |
SPY SPDR S&P 500 ETF Trust | $1,067,237 | | 0.0% | 1,399 | 0.6% | ETF |
VNQ Vanguard Real Estate ETF | $1,065,870 | $45,532 ▲ | 4.5% | 11,892 | 0.6% | ETF |
ILCG iShares Morningstar Growth ETF | $1,003,930 | $117 ▲ | 0.0% | 8,583 | 0.6% | ETF |
GOOGL Alphabet | $926,952 | $304,167 ▲ | 48.8% | 2,694 | 0.5% | Communication Services |
GOOG Alphabet | $924,768 | $7,496 ▼ | -0.8% | 2,714 | 0.5% | Communication Services |
VUG Vanguard Growth ETF | $920,024 | $16,580 ▲ | 1.8% | 10,210 | 0.5% | ETF |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $857,765 | $134,303 ▼ | -13.5% | 37,580 | 0.5% | ETF |
VO Vanguard Mid-Cap ETF | $835,632 | $105,944 ▲ | 14.5% | 10,656 | 0.5% | ETF |
META Meta Platforms | $818,728 | $106,601 ▲ | 15.0% | 1,129 | 0.5% | Communication Services |
BGRN iShares USD Green Bond ETF | $807,379 | $3,558 ▲ | 0.4% | 17,699 | 0.4% | ETF |
IJR iShares Core S&P Small-Cap ETF | $770,306 | $14,421 ▼ | -1.8% | 5,662 | 0.4% | ETF |
AVGO Broadcom | $769,106 | $40,738 ▲ | 5.6% | 2,190 | 0.4% | Technology |
ADBE Adobe | $711,422 | $36,471 ▼ | -4.9% | 2,965 | 0.4% | Technology |
IWF iShares Russell 1000 Growth ETF | $690,183 | $111,983 ▼ | -14.0% | 5,510 | 0.4% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $647,745 | $249 ▲ | 0.0% | 13,023 | 0.4% | ETF |
JNK SPDR Bloomberg High Yield Bond ETF | $641,378 | $7,420 ▲ | 1.2% | 6,915 | 0.4% | ETF |
TSLA Tesla | $640,787 | $95,799 ▲ | 17.6% | 1,806 | 0.4% | Consumer Discretionary |
MDY SPDR S&P MidCap 400 ETF Trust | $638,297 | | 0.0% | 972 | 0.4% | ETF |
V Visa | $628,828 | $21,919 ▼ | -3.4% | 1,750 | 0.3% | Finance |
VEU Vanguard FTSE All-World ex-US ETF | $601,320 | $46,881 ▼ | -7.2% | 7,247 | 0.3% | ETF |
VTI Vanguard Total Stock Market ETF | $601,223 | | 0.0% | 1,607 | 0.3% | ETF |
IYW iShares U.S. Technology ETF | $581,113 | $265 ▲ | 0.0% | 2,194 | 0.3% | ETF |
IBHF iShares iBonds 2026 Term High Yield and Income ETF | $566,292 | | 0.0% | 25,135 | 0.3% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $563,648 | $57,461 ▼ | -9.3% | 16,921 | 0.3% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $548,229 | $4,383 ▼ | -0.8% | 6,755 | 0.3% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $506,169 | $2,670 ▲ | 0.5% | 11,186 | 0.3% | ETF |
VIOG Vanguard S&P Small-Cap 600 Growth ETF | $493,548 | $45,934 ▼ | -8.5% | 3,578 | 0.3% | ETF |
ASML ASML | $492,774 | $19,928 ▲ | 4.2% | 272 | 0.3% | Technology |
SCHE Schwab Emerging Markets Equity ETF | $477,948 | $43,851 ▼ | -8.4% | 13,112 | 0.3% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $465,083 | | 0.0% | 5,939 | 0.3% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $433,764 | $534 ▲ | 0.1% | 7,314 | 0.2% | ETF |
VOO Vanguard S&P 500 ETF | $431,083 | $431,083 ▲ | New Holding | 615 | 0.2% | ETF |
IWO iShares Russell 2000 Growth ETF | $417,699 | | 0.0% | 1,170 | 0.2% | ETF |
BA Boeing | $406,891 | $36,652 ▲ | 9.9% | 2,187 | 0.2% | Industrials |
BSV Vanguard Short-Term Bond ETF | $399,909 | | 0.0% | 5,234 | 0.2% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $398,969 | | 0.0% | 16,541 | 0.2% | ETF |
AMD Advanced Micro Devices | $375,009 | $375,009 ▲ | New Holding | 613 | 0.2% | Technology |
EFA iShares MSCI EAFE ETF | $371,857 | $19,741 ▲ | 5.6% | 3,579 | 0.2% | ETF |
LLY Eli Lilly and Company | $364,480 | $84,467 ▼ | -18.8% | 315 | 0.2% | Healthcare |
IWP iShares Russell Mid-Cap Growth ETF | $357,968 | | 0.0% | 2,600 | 0.2% | ETF |
AMAT Applied Materials | $355,409 | $211,711 ▲ | 147.3% | 695 | 0.2% | Technology |
TSM Taiwan Semiconductor Manufacturing | $353,547 | $76,184 ▲ | 27.5% | 775 | 0.2% | Technology |
NVS Novartis | $351,150 | $73,709 ▲ | 26.6% | 2,463 | 0.2% | Healthcare |
VOE Vanguard Mid-Cap Value ETF | $343,586 | $14,275 ▲ | 4.3% | 1,757 | 0.2% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $339,876 | $706 ▲ | 0.2% | 4,813 | 0.2% | ETF |
BSCV Invesco BulletShares 2031 Corporate Bond ETF | $339,553 | $130,794 ▲ | 62.7% | 21,532 | 0.2% | ETF |
VZ Verizon Communications | $333,108 | $24,082 ▼ | -6.7% | 7,262 | 0.2% | Communication Services |
MU Micron Technology | $329,119 | $84,144 ▲ | 34.3% | 309 | 0.2% | Technology |
GE GE Aerospace | $325,718 | $19,987 ▼ | -5.8% | 1,043 | 0.2% | Industrials |
NFLX Netflix | $319,094 | $41,122 ▲ | 14.8% | 4,586 | 0.2% | Communication Services |
NUSC Nuveen ESG Small-Cap ETF | $318,078 | $1,456 ▲ | 0.5% | 6,555 | 0.2% | ETF |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $313,610 | $638 ▼ | -0.2% | 3,442 | 0.2% | ETF |
IEFA iShares Core MSCI EAFE ETF | $311,760 | | 0.0% | 3,218 | 0.2% | ETF |
WEC WEC Energy Group | $309,495 | $21,365 ▼ | -6.5% | 3,071 | 0.2% | Utilities |
CRM Salesforce | $308,313 | $9,412 ▼ | -3.0% | 1,343 | 0.2% | Technology |
NUHY Nuveen ESG High Yield Corporate Bond ETF | $301,767 | $5,720 ▲ | 1.9% | 14,771 | 0.2% | ETF |
TOTALENERGIES SE
| $295,745 | $4,275 ▲ | 1.5% | 3,459 | 0.2% | ACT |
MA Mastercard | $295,588 | $34,191 ▼ | -10.4% | 536 | 0.2% | Finance |
MUFG Mitsubishi UFJ Financial Group | $292,112 | $80,422 ▼ | -21.6% | 12,662 | 0.2% | Finance |
AZNCF AstraZeneca | $291,130 | $26,320 ▲ | 9.9% | 1,803 | 0.2% | Healthcare |
SHOPIFY INC
| $289,630 | $190,714 ▼ | -39.7% | 1,953 | 0.2% | CL A SUB VTG SHS |
BND Vanguard Total Bond Market ETF | $287,520 | $14,099 ▲ | 5.2% | 4,099 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $281,536 | $281,536 ▲ | New Holding | 851 | 0.2% | Finance |
EXXONMOBIL HOLDINGS CORP
| $278,140 | $278,140 ▲ | New Holding | 1,709 | 0.2% | COM SHS |
GLDM SPDR Gold MiniShares Trust | $275,268 | $56,697 ▼ | -17.1% | 3,350 | 0.2% | ETF |
ORCL Oracle | $274,188 | $137,025 ▼ | -33.3% | 1,997 | 0.2% | Technology |
THOMSON REUTERS CORP
| $264,640 | $264,640 ▲ | New Holding | 2,719 | 0.1% | COM |
CVX Chevron | $258,938 | $10,006 ▲ | 4.0% | 1,268 | 0.1% | Energy |
