VOO Vanguard S&P 500 ETF | $83,393,745 | $767,853 â–² | 0.9% | 121,422 | 21.3% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $39,974,646 | $509,926 â–² | 1.3% | 56,835 | 10.2% | ETF |
IWM iShares Russell 2000 ETF | $36,062,743 | $285,728 â–² | 0.8% | 120,029 | 9.2% | Finance |
SPY SPDR S&P 500 ETF Trust | $19,010,403 | $17,922 â–¼ | -0.1% | 25,457 | 4.9% | Finance |
EFA iShares MSCI EAFE ETF | $13,442,044 | $119,358 â–² | 0.9% | 129,400 | 3.4% | Finance |
AGG iShares Core U.S. Aggregate Bond ETF | $12,854,762 | $1,066,215 â–² | 9.0% | 129,872 | 3.3% | Finance |
IWF iShares Russell 1000 Growth ETF | $12,131,897 | $9,067,259 â–² | 295.9% | 97,704 | 3.1% | ETF |
IWD iShares Russell 1000 Value ETF | $10,960,704 | $69,092 â–² | 0.6% | 45,212 | 2.8% | ETF |
IWO iShares Russell 2000 Growth ETF | $10,445,617 | $436,514 â–¼ | -4.0% | 26,514 | 2.7% | ETF |
VB Vanguard Small-Cap ETF | $9,827,239 | $79,115 â–¼ | -0.8% | 32,420 | 2.5% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $9,710,908 | $51,583 â–² | 0.5% | 82,646 | 2.5% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $9,209,490 | $146,548 â–² | 1.6% | 62,340 | 2.4% | ETF |
BRK.A Berkshire Hathaway | $8,986,200 | | 0.0% | 12 | 2.3% | Finance |
IWN iShares Russell 2000 Value ETF | $8,371,919 | $101,530 â–¼ | -1.2% | 37,848 | 2.1% | ETF |
PNC The PNC Financial Services Group | $8,325,437 | | 0.0% | 33,813 | 2.1% | Finance |
BRK.B Berkshire Hathaway | $7,071,511 | $62,048 â–² | 0.9% | 14,132 | 1.8% | Finance |
EEM iShares MSCI Emerging Markets ETF | $7,052,204 | $34,958 â–¼ | -0.5% | 103,087 | 1.8% | Finance |
WFC Wells Fargo & Company | $5,111,044 | $22,478 â–¼ | -0.4% | 61,847 | 1.3% | Finance |
IVV iShares Core S&P 500 ETF | $4,753,095 | $1,498 â–¼ | 0.0% | 6,347 | 1.2% | ETF |
BND Vanguard Total Bond Market ETF | $4,326,639 | $500,509 â–² | 13.1% | 58,938 | 1.1% | ETF |
AAPL Apple | $3,841,444 | $79,572 â–² | 2.1% | 13,276 | 1.0% | Computer and Technology |
SCHX Schwab US Large-Cap ETF | $2,678,803 | $17,246 â–¼ | -0.6% | 91,023 | 0.7% | ETF |
IEFA iShares Core MSCI EAFE ETF | $2,570,208 | $103,921 â–² | 4.2% | 26,612 | 0.7% | ETF |
AXP American Express | $2,553,111 | $9,471 â–² | 0.4% | 7,548 | 0.7% | Finance |
SCHZ Schwab U.S. Aggregate Bond ETF | $2,548,292 | $113,128 â–² | 4.6% | 110,173 | 0.7% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $2,514,111 | $1,928 â–² | 0.1% | 32,604 | 0.6% | ETF |
VTI Vanguard Total Stock Market ETF | $2,136,994 | $7,401 â–² | 0.3% | 5,775 | 0.5% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $1,972,901 | $19,652 â–¼ | -1.0% | 53,510 | 0.5% | ETF |
JNJ Johnson & Johnson | $1,875,568 | $70,604 â–¼ | -3.6% | 7,385 | 0.5% | Medical |
BKE Buckle | $1,847,495 | $18,146 â–² | 1.0% | 43,779 | 0.5% | Retail/Wholesale |
SCHA Schwab US Small-Cap ETF | $1,831,786 | $48,125 â–¼ | -2.6% | 50,700 | 0.5% | ETF |
ETN Eaton | $1,790,130 | $6,392 â–¼ | -0.4% | 4,201 | 0.5% | Industrials |
JPM JPMorgan Chase & Co. | $1,772,165 | $221,602 â–¼ | -11.1% | 5,414 | 0.5% | Finance |
ACWX iShares MSCI ACWI ex U.S. ETF | $1,544,795 | $103,128 â–¼ | -6.3% | 20,297 | 0.4% | Manufacturing |
MSFT Microsoft | $1,534,597 | $31,707 â–¼ | -2.0% | 4,114 | 0.4% | Computer and Technology |
AMZN Amazon.com | $1,458,641 | $221,180 â–² | 17.9% | 6,120 | 0.4% | Retail/Wholesale |
XLK Technology Select Sector SPDR Fund | $1,442,998 | $51,440 â–² | 3.7% | 7,574 | 0.4% | ETF |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | $1,438,473 | | 0.0% | 65,985 | 0.4% | ETF |
VO Vanguard Mid-Cap ETF | $1,241,261 | $894,810 â–² | 258.3% | 15,406 | 0.3% | ETF |
IWB iShares Russell 1000 ETF | $1,211,711 | | 0.0% | 2,959 | 0.3% | ETF |
IBM International Business Machines | $1,100,937 | $4,781 â–¼ | -0.4% | 3,915 | 0.3% | Computer and Technology |
GOOGL Alphabet | $1,073,350 | $20,731 â–² | 2.0% | 3,003 | 0.3% | Computer and Technology |
VBK Vanguard Small-Cap Growth ETF | $1,060,530 | $5,486 â–¼ | -0.5% | 2,900 | 0.3% | ETF |
UNP Union Pacific | $999,580 | $4,896 â–² | 0.5% | 3,675 | 0.3% | Transportation |
GOOG Alphabet | $984,537 | $13,429 â–² | 1.4% | 2,786 | 0.3% | Computer and Technology |
NVDA NVIDIA | $961,298 | $136,070 â–² | 16.5% | 4,804 | 0.2% | Computer and Technology |
USB U.S. Bancorp | $911,980 | $1,752 â–² | 0.2% | 15,099 | 0.2% | Finance |
QQQ Invesco QQQ | $878,026 | $21,361 â–² | 2.5% | 1,192 | 0.2% | Finance |
IEMG iShares Core MSCI Emerging Markets ETF | $864,746 | $166 â–² | 0.0% | 10,439 | 0.2% | ETF |
VBR Vanguard Small-Cap Value ETF | $797,007 | $729 â–¼ | -0.1% | 3,280 | 0.2% | ETF |
SCHF Schwab International Equity ETF | $766,834 | $15,706 â–¼ | -2.0% | 27,684 | 0.2% | ETF |
DE Deere & Company | $764,373 | $3,806 â–² | 0.5% | 1,205 | 0.2% | Industrials |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $753,723 | | 0.0% | 31,107 | 0.2% | ETF |
LAM RESEARCH CORP
| $693,761 | $19,067 â–² | 2.8% | 1,601 | 0.2% | COM NEW |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $689,010 | | 0.0% | 29,750 | 0.2% | ETF |
BAC Bank of America | $650,484 | $7,009 â–² | 1.1% | 11,416 | 0.2% | Finance |
MCD McDonald's | $590,926 | $60,012 â–¼ | -9.2% | 2,186 | 0.2% | Retail/Wholesale |
OEF iShares S&P 100 ETF | $575,148 | $14,269 â–¼ | -2.4% | 1,572 | 0.1% | ETF |
AVGO Broadcom | $560,581 | $20,776 â–² | 3.8% | 1,484 | 0.1% | Computer and Technology |
SCHE Schwab Emerging Markets Equity ETF | $553,327 | $471 â–² | 0.1% | 15,260 | 0.1% | ETF |
YNDX Yandex | $552,340 | $61,310 â–¼ | -10.0% | 2,000 | 0.1% | Computer and Technology |
XOM ExxonMobil | $549,115 | $3,692 â–² | 0.7% | 4,016 | 0.1% | Energy |
IYW iShares U.S. Technology ETF | $529,683 | $38,843 â–² | 7.9% | 2,100 | 0.1% | Manufacturing |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $517,486 | | 0.0% | 6,471 | 0.1% | ETF |
SCHD Schwab US Dividend Equity ETF | $510,667 | $2,886 â–² | 0.6% | 16,104 | 0.1% | ETF |
VZ Verizon Communications | $454,393 | $3,557 â–² | 0.8% | 10,732 | 0.1% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $450,003 | $4,775 â–¼ | -1.1% | 7,539 | 0.1% | ETF |
IVW iShares S&P 500 Growth ETF | $412,315 | | 0.0% | 2,998 | 0.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $399,641 | | 0.0% | 5,609 | 0.1% | ETF |
MA Mastercard | $363,783 | $7,707 â–¼ | -2.1% | 708 | 0.1% | Business Services |
SCHG Schwab U.S. Large-Cap Growth ETF | $356,370 | $61,386 â–¼ | -14.7% | 10,531 | 0.1% | ETF |
META Meta Platforms | $341,917 | $53,513 â–¼ | -13.5% | 607 | 0.1% | Computer and Technology |
IWR iShares Russell Mid-Cap ETF | $333,277 | | 0.0% | 3,021 | 0.1% | ETF |
TSLA Tesla | $322,180 | $421 â–¼ | -0.1% | 766 | 0.1% | Auto/Tires/Trucks |
VGT Vanguard Information Technology ETF | $322,087 | $322,087 â–² | New Holding | 2,695 | 0.1% | ETF |
LOW Lowe's Companies | $319,507 | $5,954 â–² | 1.9% | 1,449 | 0.1% | Retail/Wholesale |
ABBV AbbVie | $315,227 | $66,417 â–¼ | -17.4% | 1,253 | 0.1% | Medical |
LLY Eli Lilly and Company | $314,285 | $19,193 â–² | 6.5% | 262 | 0.1% | Medical |
TSM Taiwan Semiconductor Manufacturing | $312,039 | $11,946 â–² | 4.0% | 653 | 0.1% | Computer and Technology |
CMI Cummins | $309,533 | $2,853 â–² | 0.9% | 434 | 0.1% | Auto/Tires/Trucks |
SDY SPDR S&P Dividend ETF | $306,947 | | 0.0% | 2,017 | 0.1% | ETF |
PRINCIPAL FINANCIAL GROUP IN
| $305,451 | $754 â–² | 0.2% | 2,834 | 0.1% | COM |
PJUL Innovator U.S. Equity Power Buffer ETF - July | $299,986 | $299,986 â–² | New Holding | 6,146 | 0.1% | ETF |
CAT Caterpillar | $294,977 | $294,977 â–² | New Holding | 277 | 0.1% | Industrials |
ORCL Oracle | $290,316 | $4,983 â–² | 1.7% | 1,981 | 0.1% | Computer and Technology |
VOT Vanguard Mid-Cap Growth ETF | $282,102 | | 0.0% | 921 | 0.1% | ETF |
BOXX Alpha Architect 1-3 Month Box ETF | $279,962 | $279,962 â–² | New Holding | 2,391 | 0.1% | ETF |
CSCO Cisco Systems | $278,028 | $278,028 â–² | New Holding | 2,367 | 0.1% | Computer and Technology |
AMP Ameriprise Financial | $276,632 | | 0.0% | 603 | 0.1% | Finance |
VFH Vanguard Financials ETF | $272,149 | | 0.0% | 2,068 | 0.1% | ETF |
TJX TJX Companies | $270,818 | $3,635 â–² | 1.4% | 1,788 | 0.1% | Retail/Wholesale |
ACWI iShares MSCI ACWI ETF | $263,441 | | 0.0% | 1,678 | 0.1% | Manufacturing |
XLF Financial Select Sector SPDR Fund | $262,781 | $262,781 â–² | New Holding | 4,902 | 0.1% | ETF |
PEP PepsiCo | $261,292 | $21,662 â–¼ | -7.7% | 1,930 | 0.1% | Consumer Staples |
DVY iShares Select Dividend ETF | $254,925 | | 0.0% | 1,631 | 0.1% | ETF |
SSGA ACTIVE TR
| $249,900 | | 0.0% | 10,000 | 0.1% | STATE STREET MY |
SPEM SPDR Portfolio Emerging Markets ETF | $249,010 | | 0.0% | 4,809 | 0.1% | ETF |
V Visa | $227,812 | $227,812 â–² | New Holding | 664 | 0.1% | Business Services |
WALMART INC
| $224,142 | | 0.0% | 1,979 | 0.1% | COM |
SPLG SPDR Portfolio S&P 500 ETF | $223,742 | $223,742 â–² | New Holding | 2,546 | 0.1% | ETF |
