IVV iShares Core S&P 500 ETF | $59,185,261 | $2,208,569 ▲ | 3.9% | 123,914 | 5.7% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $58,731,335 | $4,753,800 ▲ | 8.8% | 585,732 | 5.7% | ETF |
DSTL Distillate U.S. Fundamental Stability & Value ETF | $39,587,163 | $1,089,250 ▲ | 2.8% | 801,847 | 3.8% | ETF |
VIG Vanguard Dividend Appreciation ETF | $38,539,960 | $333,985 ▲ | 0.9% | 226,173 | 3.7% | ETF |
JMST JPMorgan Ultra-Short Municipal ETF | $34,542,011 | $1,213,452 ▲ | 3.6% | 678,912 | 3.3% | ETF |
MEAR BlackRock Short Maturity Municipal Bond ETF | $32,102,478 | $3,427,514 ▲ | 12.0% | 642,178 | 3.1% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $32,085,698 | $2,205,739 ▲ | 7.4% | 414,705 | 3.1% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $31,093,056 | $1,662,616 ▲ | 5.6% | 112,189 | 3.0% | ETF |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $31,032,801 | $2,491,570 ▲ | 8.7% | 624,151 | 3.0% | ETF |
IJR iShares Core S&P Small-Cap ETF | $22,825,442 | $565,605 ▲ | 2.5% | 210,859 | 2.2% | ETF |
FNDX Schwab Fundamental U.S. Large Company Index ETF | $22,622,263 | $352,500 ▲ | 1.6% | 365,229 | 2.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $21,748,555 | $638,569 ▼ | -2.9% | 45,570 | 2.1% | Finance |
FNDA Schwab Fundamental U.S. Small Company Index ETF | $21,044,426 | $1,250,635 ▼ | -5.6% | 380,206 | 2.0% | ETF |
FNDF Schwab Fundamental International Large Company Index ETF | $16,632,133 | $136,573 ▲ | 0.8% | 493,096 | 1.6% | ETF |
IEFA iShares Core MSCI EAFE ETF | $16,040,405 | $32,361 ▲ | 0.2% | 228,009 | 1.6% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $15,050,612 | $2,724,947 ▼ | -15.3% | 294,821 | 1.5% | ETF |
XLE Energy Select Sector SPDR Fund | $13,898,184 | $118,131 ▼ | -0.8% | 165,770 | 1.3% | ETF |
AAPL Apple | $13,832,288 | $289,372 ▼ | -2.0% | 71,845 | 1.3% | Computer and Technology |
RWK Invesco S&P MidCap 400 Revenue ETF | $13,641,582 | $676,707 ▲ | 5.2% | 129,883 | 1.3% | ETF |
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF | $12,014,139 | $759,693 ▲ | 6.8% | 182,752 | 1.2% | Manufacturing |
VIGI Vanguard International Dividend Appreciation ETF | $11,372,507 | $445,414 ▼ | -3.8% | 143,339 | 1.1% | ETF |
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | $11,013,389 | $163,437 ▲ | 1.5% | 405,799 | 1.1% | ETF |
MSFT Microsoft | $10,904,784 | $203,438 ▼ | -1.8% | 28,999 | 1.1% | Computer and Technology |
IEMG iShares Core MSCI Emerging Markets ETF | $10,788,225 | $297,714 ▲ | 2.8% | 213,290 | 1.0% | ETF |
SLYV SPDR S&P 600 Small CapValue ETF | $10,140,968 | $200,277 ▲ | 2.0% | 121,726 | 1.0% | ETF |
VOO Vanguard S&P 500 ETF | $10,056,785 | $1,148,336 ▲ | 12.9% | 23,024 | 1.0% | ETF |
IAU iShares Gold Trust | $9,001,528 | $4,714,317 ▼ | -34.4% | 230,631 | 0.9% | Finance |
MUB iShares National Muni Bond ETF | $8,987,297 | $1,767,950 ▼ | -16.4% | 82,901 | 0.9% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $8,981,401 | $2,529,957 ▲ | 39.2% | 185,375 | 0.9% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $8,834,269 | $386,071 ▼ | -4.2% | 175,051 | 0.9% | ETF |
DFNM Dimensional National Municipal Bond ETF | $8,662,576 | $1,511,329 ▲ | 21.1% | 178,573 | 0.8% | ETF |
COMB GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF | $8,495,637 | $4,899,200 ▲ | 136.2% | 437,243 | 0.8% | Finance |
ICSH BlackRock Ultra Short-Term Bond ETF | $8,025,370 | $395,880 ▼ | -4.7% | 159,360 | 0.8% | ETF |
SCHP Schwab U.S. TIPS ETF | $7,601,653 | $314,556 ▲ | 4.3% | 145,626 | 0.7% | ETF |
BRK.B Berkshire Hathaway | $7,214,875 | $435,839 ▼ | -5.7% | 20,229 | 0.7% | Finance |
PRF Invesco FTSE RAFI US 1000 ETF | $6,703,277 | $1,091 ▼ | 0.0% | 190,434 | 0.6% | ETF |
RWL Invesco S&P 500 Revenue ETF | $6,334,532 | $36,440 ▼ | -0.6% | 74,227 | 0.6% | ETF |
PKW Invesco BuyBack Achievers ETF | $6,326,598 | | 0.0% | 63,892 | 0.6% | ETF |
GOOG Alphabet | $6,129,891 | $207,872 ▼ | -3.3% | 43,496 | 0.6% | Computer and Technology |
JEPI JPMorgan Equity Premium Income ETF | $5,812,924 | $5,812,924 ▲ | New Holding | 104,931 | 0.6% | ETF |
VYM Vanguard High Dividend Yield ETF | $5,638,431 | | 0.0% | 50,510 | 0.5% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $5,522,882 | $392,049 ▲ | 7.6% | 107,711 | 0.5% | Manufacturing |
IDEV iShares Core MSCI International Developed Markets ETF | $5,389,901 | $663,401 ▲ | 14.0% | 84,667 | 0.5% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $4,960,298 | $6,111 ▼ | -0.1% | 9,740 | 0.5% | ETF |
AMZN Amazon.com | $4,885,479 | $277,442 ▲ | 6.0% | 32,154 | 0.5% | Retail/Wholesale |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $4,840,037 | $604,649 ▲ | 14.3% | 81,592 | 0.5% | ETF |
CVX Chevron | $4,766,706 | $250,141 ▼ | -5.0% | 31,957 | 0.5% | Oils/Energy |
JPM JPMorgan Chase & Co. | $4,727,079 | $300,737 ▼ | -6.0% | 27,790 | 0.5% | Finance |
XOM Exxon Mobil | $4,331,134 | $55,289 ▲ | 1.3% | 43,320 | 0.4% | Oils/Energy |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $4,209,700 | $55,833 ▼ | -1.3% | 86,406 | 0.4% | ETF |
ACN Accenture | $4,200,393 | $464,254 ▼ | -10.0% | 11,970 | 0.4% | Business Services |
BSCO Invesco BulletShares 2024 Corporate Bond ETF | $4,130,635 | $264,989 ▼ | -6.0% | 197,780 | 0.4% | ETF |
V Visa | $4,128,630 | $367,875 ▼ | -8.2% | 15,858 | 0.4% | Business Services |
PGR Progressive | $3,963,046 | $144,945 ▼ | -3.5% | 24,881 | 0.4% | Finance |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $3,921,095 | $249,537 ▲ | 6.8% | 92,961 | 0.4% | ETF |
JNJ Johnson & Johnson | $3,918,343 | $280,408 ▼ | -6.7% | 24,999 | 0.4% | Medical |
VTI Vanguard Total Stock Market ETF | $3,915,105 | | 0.0% | 16,504 | 0.4% | ETF |
MCK McKesson | $3,910,824 | $247,990 ▼ | -6.0% | 8,437 | 0.4% | Medical |
JMUB JPMorgan Municipal ETF | $3,864,132 | $528,231 ▲ | 15.8% | 75,720 | 0.4% | ETF |
QCOM QUALCOMM | $3,725,235 | $7,665 ▲ | 0.2% | 25,757 | 0.4% | Computer and Technology |
ADI Analog Devices | $3,647,944 | $1,986 ▲ | 0.1% | 18,372 | 0.4% | Computer and Technology |
COST Costco Wholesale | $3,618,414 | $435,506 ▼ | -10.7% | 5,359 | 0.3% | Retail/Wholesale |
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF | $3,442,556 | $1,538,210 ▲ | 80.8% | 177,818 | 0.3% | ETF |
AZO AutoZone | $3,381,978 | $731,728 ▼ | -17.8% | 1,308 | 0.3% | Retail/Wholesale |
PEP PepsiCo | $3,343,135 | $90,392 ▼ | -2.6% | 19,565 | 0.3% | Consumer Staples |
AMGN Amgen | $3,333,255 | $309,045 ▼ | -8.5% | 11,573 | 0.3% | Medical |
MCD McDonald's | $3,278,560 | $181,763 ▼ | -5.3% | 11,057 | 0.3% | Retail/Wholesale |
CVS CVS Health | $3,250,073 | $91,752 ▼ | -2.7% | 41,161 | 0.3% | Retail/Wholesale |
AXP American Express | $3,139,818 | $236,048 ▼ | -7.0% | 16,760 | 0.3% | Finance |
VIOV Vanguard S&P Small-Cap 600 Value ETF | $3,130,511 | $209,745 ▲ | 7.2% | 35,373 | 0.3% | ETF |
ADP Automatic Data Processing | $3,042,453 | $263,258 ▼ | -8.0% | 12,990 | 0.3% | Business Services |
DHR Danaher | $2,987,844 | $73,874 ▲ | 2.5% | 12,902 | 0.3% | Multi-Sector Conglomerates |
PG Procter & Gamble | $2,980,331 | $83,088 ▼ | -2.7% | 20,338 | 0.3% | Consumer Staples |
USB U.S. Bancorp | $2,970,733 | $2,470,534 ▲ | 493.9% | 67,872 | 0.3% | Finance |
MPC Marathon Petroleum | $2,940,940 | $802,182 ▼ | -21.4% | 19,823 | 0.3% | Oils/Energy |
CSCO Cisco Systems | $2,854,734 | $189,400 ▼ | -6.2% | 56,507 | 0.3% | Computer and Technology |
AVGO Broadcom | $2,824,113 | $1,214,480 ▲ | 75.5% | 2,530 | 0.3% | Computer and Technology |
PFE Pfizer | $2,818,483 | $281,048 ▲ | 11.1% | 97,898 | 0.3% | Medical |
SYK Stryker | $2,707,741 | $333,288 ▼ | -11.0% | 9,018 | 0.3% | Medical |
LLY Eli Lilly and Company | $2,688,427 | $149,228 ▼ | -5.3% | 4,612 | 0.3% | Medical |
PNC The PNC Financial Services Group | $2,578,717 | $347,793 ▼ | -11.9% | 16,653 | 0.2% | Finance |
BMY Bristol-Myers Squibb | $2,566,680 | $352,141 ▲ | 15.9% | 50,023 | 0.2% | Medical |
ORCL Oracle | $2,534,959 | $140,749 ▲ | 5.9% | 24,044 | 0.2% | Computer and Technology |
GOOGL Alphabet | $2,507,715 | $145,278 ▲ | 6.1% | 17,952 | 0.2% | Communication Services |
BSMO Invesco BulletShares 2024 Municipal Bond ETF | $2,443,339 | $127,515 ▼ | -5.0% | 98,067 | 0.2% | ETF |
MDT Medtronic | $2,396,520 | $9,718 ▼ | -0.4% | 28,852 | 0.2% | Medical |
KR Kroger | $2,387,525 | $344,425 ▼ | -12.6% | 52,232 | 0.2% | Retail/Wholesale |
EOG EOG Resources | $2,355,622 | $315,317 ▼ | -11.8% | 19,476 | 0.2% | Oils/Energy |
LOW Lowe's Companies | $2,297,606 | $100,815 ▼ | -4.2% | 10,324 | 0.2% | Retail/Wholesale |
EBAY eBay | $2,261,217 | $89,377 ▼ | -3.8% | 51,839 | 0.2% | Retail/Wholesale |
BDX Becton, Dickinson and Company | $2,204,955 | $287,476 ▼ | -11.5% | 9,043 | 0.2% | Medical |
DG Dollar General | $2,178,871 | $303,304 ▲ | 16.2% | 16,027 | 0.2% | Consumer Defensive |
SCHW Charles Schwab | $2,178,139 | $62,883 ▼ | -2.8% | 31,659 | 0.2% | Finance |
BSMQ Invesco BulletShares 2026 Municipal Bond ETF | $2,138,461 | | 0.0% | 90,020 | 0.2% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $2,134,694 | $2,134,694 ▲ | New Holding | 18,225 | 0.2% | ETF |
SPGI S&P Global | $2,103,924 | $677,520 ▲ | 47.5% | 4,776 | 0.2% | Business Services |
BSMP Invesco BulletShares 2025 Municipal Bond ETF | $2,086,515 | | 0.0% | 85,041 | 0.2% | ETF |
META Meta Platforms | $2,044,119 | $1,011,264 ▲ | 97.9% | 5,775 | 0.2% | Computer and Technology |
NVDA NVIDIA | $2,024,955 | $152,528 ▼ | -7.0% | 4,089 | 0.2% | Computer and Technology |
IWR iShares Russell Mid-Cap ETF | $2,022,768 | | 0.0% | 26,023 | 0.2% | ETF |
