SCHO Schwab Short-Term U.S. Treasury ETF | $11,829,333 | $171,882 ▲ | 1.5% | 495,729 | 8.0% | ETF |
SCHB Schwab US Broad Market ETF | $10,221,775 | $269,418 ▼ | -2.6% | 348,747 | 6.9% | ETF |
EFV iShares MSCI EAFE Value ETF | $7,599,917 | $7,599,917 ▲ | New Holding | 96,031 | 5.1% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $6,648,905 | $7,861 ▼ | -0.1% | 199,607 | 4.5% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $6,509,168 | $21,425 ▲ | 0.3% | 41,927 | 4.4% | ETF |
VB Vanguard Small-Cap ETF | $6,477,837 | $363,009 ▲ | 5.9% | 22,770 | 4.4% | ETF |
BSV Vanguard Short-Term Bond ETF | $6,190,402 | $173,887 ▲ | 2.9% | 81,026 | 4.2% | ETF |
SCHF Schwab International Equity ETF | $5,909,099 | $5,909,099 ▲ | New Holding | 215,111 | 4.0% | ETF |
VBR Vanguard Small-Cap Value ETF | $5,696,045 | $5,696,045 ▲ | New Holding | 24,655 | 3.8% | ETF |
VTI Vanguard Total Stock Market ETF | $5,506,924 | $1,074,065 ▲ | 24.2% | 14,715 | 3.7% | ETF |
SCHA Schwab US Small-Cap ETF | $4,667,148 | $82,260 ▼ | -1.7% | 143,032 | 3.1% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $4,516,274 | $36,084 ▲ | 0.8% | 50,315 | 3.0% | ETF |
DLS WisdomTree International SmallCap Dividend Fund | $3,392,653 | $3,392,653 ▲ | New Holding | 38,911 | 2.3% | ETF |
VGT Vanguard Information Technology ETF | $3,277,474 | | 0.0% | 26,080 | 2.2% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $2,911,448 | $48,654 ▲ | 1.7% | 56,249 | 2.0% | ETF |
AVDV Avantis International Small Cap Value ETF | $2,821,566 | $33,470 ▲ | 1.2% | 25,796 | 1.9% | ETF |
VTV Vanguard Value ETF | $2,819,412 | $8,160,694 ▼ | -74.3% | 13,048 | 1.9% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $2,578,254 | $55,358 ▼ | -2.1% | 36,514 | 1.7% | ETF |
DOL WisdomTree International LargeCap Dividend Fund | $2,303,780 | $2,303,780 ▲ | New Holding | 31,003 | 1.6% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $2,098,816 | $50,187 ▼ | -2.3% | 42,196 | 1.4% | ETF |
AAPL Apple | $2,088,035 | | 0.0% | 6,270 | 1.4% | Technology |
SCHE Schwab Emerging Markets Equity ETF | $1,948,325 | $13,778 ▼ | -0.7% | 53,452 | 1.3% | ETF |
DVY iShares Select Dividend ETF | $1,837,310 | $1,837,310 ▲ | New Holding | 12,082 | 1.2% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $1,731,059 | $169,892 ▼ | -8.9% | 32,748 | 1.2% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $1,699,061 | $15,118 ▼ | -0.9% | 16,633 | 1.1% | ETF |
BRK.B Berkshire Hathaway | $1,646,223 | | 0.0% | 3,306 | 1.1% | Finance |
IWV iShares Russell 3000 ETF | $1,472,824 | $885,335 ▲ | 150.7% | 3,412 | 1.0% | ETF |
IWD iShares Russell 1000 Value ETF | $1,275,848 | $1,275,848 ▲ | New Holding | 5,146 | 0.9% | ETF |
VXUS Vanguard Total International Stock ETF | $1,268,623 | | 0.0% | 14,932 | 0.9% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $1,085,017 | $49,405 ▼ | -4.4% | 18,294 | 0.7% | ETF |
IJR iShares Core S&P Small-Cap ETF | $1,021,660 | $1,021,660 ▲ | New Holding | 7,510 | 0.7% | ETF |
MDT Medtronic | $1,020,638 | $185,092 ▲ | 22.2% | 11,828 | 0.7% | Healthcare |
VOO Vanguard S&P 500 ETF | $933,546 | $3,032,623 ▼ | -76.5% | 1,332 | 0.6% | ETF |
VCR Vanguard Consumer Discretionary ETF | $853,351 | | 0.0% | 2,340 | 0.6% | ETF |
VHT Vanguard Health Care ETF | $793,361 | | 0.0% | 2,510 | 0.5% | ETF |
VONV Vanguard Russell 1000 Value ETF | $791,227 | $791,227 ▲ | New Holding | 7,279 | 0.5% | ETF |
VUG Vanguard Growth ETF | $766,115 | | 0.0% | 8,502 | 0.5% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $748,012 | | 0.0% | 9,683 | 0.5% | ETF |
BRK.A Berkshire Hathaway | $747,005 | | 0.0% | 1 | 0.5% | Finance |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $717,575 | $717,575 ▲ | New Holding | 36,761 | 0.5% | ETF |
SPLV Invesco S&P 500 Low Volatility ETF | $716,170 | $11,000 ▲ | 1.6% | 10,157 | 0.5% | ETF |
VIG Vanguard Dividend Appreciation ETF | $715,095 | | 0.0% | 3,065 | 0.5% | ETF |
DWM WisdomTree International Equity Fund | $710,817 | $710,817 ▲ | New Holding | 9,652 | 0.5% | ETF |
PXF Invesco RAFI Developed Markets ex-U.S. ETF | $710,692 | $710,692 ▲ | New Holding | 9,323 | 0.5% | ETF |
VFH Vanguard Financials ETF | $637,441 | | 0.0% | 4,900 | 0.4% | ETF |
MSFT Microsoft | $586,245 | $29,235 ▼ | -4.8% | 1,143 | 0.4% | Technology |
GWX SPDR S&P International Small Cap ETF | $540,779 | $540,779 ▲ | New Holding | 11,867 | 0.4% | ETF |
VEEV Veeva Systems | $540,642 | | 0.0% | 1,894 | 0.4% | Healthcare |
UNH UnitedHealth Group | $537,111 | $33,042 ▲ | 6.6% | 1,463 | 0.4% | Healthcare |
VIOV Vanguard S&P Small-Cap 600 Value ETF | $487,630 | $487,630 ▲ | New Holding | 4,433 | 0.3% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $481,785 | $481,785 ▲ | New Holding | 5,707 | 0.3% | ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $419,944 | $419,944 ▲ | New Holding | 21,486 | 0.3% | ETF |
SHM SPDR Nuveen ICE Short Term Municipal Bond ETF | $401,843 | $57,473 ▲ | 16.7% | 8,614 | 0.3% | ETF |
DES WisdomTree U.S. SmallCap Dividend Fund | $376,233 | $376,233 ▲ | New Holding | 9,927 | 0.3% | ETF |
ISCB iShares Morningstar Small-Cap ETF | $373,031 | $373,031 ▲ | New Holding | 5,240 | 0.3% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $357,502 | $357,502 ▲ | New Holding | 2,150 | 0.2% | ETF |
GOOG Alphabet | $315,185 | | 0.0% | 925 | 0.2% | Communication Services |
GOOGL Alphabet | $314,833 | | 0.0% | 915 | 0.2% | Communication Services |
BBY Best Buy | $312,987 | | 0.0% | 3,547 | 0.2% | Consumer Discretionary |
AMD Advanced Micro Devices | $311,998 | | 0.0% | 510 | 0.2% | Technology |
AMZN Amazon.com | $305,458 | | 0.0% | 1,226 | 0.2% | Consumer Discretionary |
FNDF Schwab Fundamental International Equity ETF | $300,463 | | 0.0% | 5,590 | 0.2% | ETF |
TGT Target | $292,697 | | 0.0% | 1,868 | 0.2% | Consumer Staples |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $292,618 | $292,618 ▲ | New Holding | 14,540 | 0.2% | ETF |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $288,059 | $288,059 ▲ | New Holding | 12,590 | 0.2% | ETF |
CSCO Cisco Systems | $274,606 | $28,957 ▲ | 11.8% | 2,551 | 0.2% | Technology |
VIS Vanguard Industrials ETF | $272,434 | | 0.0% | 850 | 0.2% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $263,898 | | 0.0% | 4,317 | 0.2% | ETF |
JNJ Johnson & Johnson | $255,739 | | 0.0% | 966 | 0.2% | Healthcare |
TIP iShares TIPS Bond ETF | $246,575 | $246,575 ▲ | New Holding | 2,370 | 0.2% | ETF |
VT Vanguard Total World Stock ETF | $244,194 | $2,841 ▼ | -1.2% | 1,547 | 0.2% | ETF |
LLY Eli Lilly and Company | $239,516 | | 0.0% | 207 | 0.2% | Healthcare |
GLW Corning | $221,414 | | 0.0% | 1,440 | 0.1% | Technology |
META Meta Platforms | $218,279 | | 0.0% | 301 | 0.1% | Communication Services |
PDN Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF | $170,748 | $170,748 ▲ | New Holding | 3,720 | 0.1% | ETF |
V Visa | $156,309 | | 0.0% | 435 | 0.1% | Finance |
BSX Boston Scientific | $153,652 | | 0.0% | 3,520 | 0.1% | Healthcare |
AXP American Express | $141,711 | | 0.0% | 466 | 0.1% | Finance |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $129,042 | $5,415 ▼ | -4.0% | 4,361 | 0.1% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $128,356 | $128,356 ▲ | New Holding | 1,002 | 0.1% | ETF |
ORLY O'Reilly Automotive | $124,272 | | 0.0% | 1,455 | 0.1% | Consumer Discretionary |
WTW Willis Towers Watson Public | $123,074 | | 0.0% | 427 | 0.1% | Finance |
VV Vanguard Large-Cap ETF | $122,796 | | 0.0% | 349 | 0.1% | ETF |
DIS Walt Disney | $119,166 | | 0.0% | 1,136 | 0.1% | Communication Services |
TSLA Tesla | $115,668 | | 0.0% | 326 | 0.1% | Consumer Discretionary |
ROST Ross Stores | $115,533 | | 0.0% | 495 | 0.1% | Consumer Discretionary |
MRK Merck & Co., Inc. | $115,086 | | 0.0% | 792 | 0.1% | Healthcare |
ITW Illinois Tool Works | $109,859 | | 0.0% | 427 | 0.1% | Industrials |
AME AMETEK | $101,074 | | 0.0% | 408 | 0.1% | Technology |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $100,596 | $100,596 ▲ | New Holding | 4,150 | 0.1% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $99,495 | $99,495 ▲ | New Holding | 4,125 | 0.1% | ETF |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $98,342 | $98,342 ▲ | New Holding | 3,940 | 0.1% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $96,580 | $96,580 ▲ | New Holding | 1,190 | 0.1% | ETF |
OEF iShares S&P 100 ETF | $95,902 | $95,902 ▲ | New Holding | 251 | 0.1% | ETF |
DHR Danaher | $95,267 | | 0.0% | 430 | 0.1% | Healthcare |
IWR iShares Russell Mid-Cap ETF | $93,190 | $93,190 ▲ | New Holding | 873 | 0.1% | ETF |
VIOO Vanguard S&P Small-Cap 600 ETF | $92,992 | | 0.0% | 735 | 0.1% | ETF |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $87,241 | $87,241 ▲ | New Holding | 952 | 0.1% | ETF |
WELL Welltower | $86,110 | | 0.0% | 374 | 0.1% | Real Estate |
JPST JPMorgan Ultra-Short Income ETF | $84,068 | $84,068 ▲ | New Holding | 1,669 | 0.1% | ETF |
