VTI Vanguard Total Stock Market ETF | $101,593 | $10,924 ▲ | 12.0% | 390,892 | 17.4% | ETF |
VXUS Vanguard Total International Stock Index Fund ETF Shares | $46,678 | $6,525 ▲ | 16.3% | 774,103 | 8.0% | ETF |
BND Vanguard Total Bond Market ETF | $34,452 | $1,760 ▲ | 5.4% | 474,355 | 5.9% | ETF |
VEA Vanguard FTSE Developed Markets Index Fund ETF Shares | $32,855 | $1,328 ▼ | -3.9% | 654,874 | 5.6% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $29,091 | $157 ▼ | -0.5% | 496,008 | 5.0% | ETF |
VYM Vanguard High Dividend Yield Index Fund ETF Shares | $23,913 | $4,155 ▲ | 21.0% | 197,646 | 4.1% | ETF |
SPY SPDR S&P 500 ETF Trust | $21,947 | $39 ▼ | -0.2% | 41,959 | 3.8% | Finance |
XLK Technology Select Sector SPDR Fund | $21,268 | $678 ▼ | -3.1% | 102,118 | 3.6% | ETF |
ICSH BlackRock Ultra Short-Term Bond ETF | $20,308 | $1,133 ▲ | 5.9% | 401,667 | 3.5% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $19,399 | $4,960 ▲ | 34.4% | 281,960 | 3.3% | ETF |
IWF iShares Russell 1000 Growth ETF | $17,823 | | 0.0% | 52,880 | 3.1% | ETF |
VV Vanguard Large-Cap ETF | $16,605 | $0 ▲ | 0.0% | 69,255 | 2.8% | ETF |
SCHB Schwab US Broad Market ETF | $16,376 | $420 ▼ | -2.5% | 268,242 | 2.8% | ETF |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $15,237 | $811 ▲ | 5.6% | 260,232 | 2.6% | ETF |
VNQ Vanguard Real Estate ETF | $13,859 | $1,148 ▲ | 9.0% | 160,258 | 2.4% | ETF |
IWV iShares Russell 3000 ETF | $11,176 | $206 ▼ | -1.8% | 37,244 | 1.9% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $9,107 | $3,632 ▼ | -28.5% | 218,032 | 1.6% | ETF |
OEF iShares S&P 100 ETF | $8,322 | $9 ▼ | -0.1% | 33,636 | 1.4% | ETF |
IJR iShares Core S&P Small-Cap ETF | $7,607 | $1,416 ▲ | 22.9% | 68,832 | 1.3% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $7,161 | $38 ▲ | 0.5% | 62,104 | 1.2% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $7,140 | $475 ▼ | -6.2% | 149,095 | 1.2% | Manufacturing |
IWB iShares Russell 1000 ETF | $4,990 | $3 ▼ | -0.1% | 17,323 | 0.9% | ETF |
IEFA iShares Core MSCI EAFE ETF | $4,760 | $167 ▼ | -3.4% | 64,129 | 0.8% | ETF |
VB Vanguard Small-Cap ETF | $4,180 | $74 ▲ | 1.8% | 18,287 | 0.7% | ETF |
MA Mastercard | $3,737 | $264 ▼ | -6.6% | 7,760 | 0.6% | Business Services |
IXUS iShares Core MSCI Total International Stock ETF | $3,670 | $10 ▲ | 0.3% | 54,079 | 0.6% | Manufacturing |
TJX TJX Companies | $3,184 | $1 ▲ | 0.0% | 31,397 | 0.5% | Retail/Wholesale |
VGSH Vanguard Short-Term Treasury Index ETF | $2,972 | $885 ▲ | 42.4% | 51,173 | 0.5% | ETF |
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $2,828 | $2,538 ▲ | 876.3% | 203,876 | 0.5% | Manufacturing |
EFA iShares MSCI EAFE ETF | $2,726 | | 0.0% | 34,133 | 0.5% | Finance |
SDY SPDR S&P Dividend ETF | $2,514 | $15,783 ▼ | -86.3% | 19,153 | 0.4% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $2,330 | $11 ▼ | -0.4% | 36,320 | 0.4% | ETF |
MSFT Microsoft | $2,212 | $1 ▲ | 0.1% | 5,257 | 0.4% | Computer and Technology |
JPST JPMorgan Ultra-Short Income ETF | $2,177 | $5 ▼ | -0.2% | 43,144 | 0.4% | ETF |
VOO Vanguard S&P 500 ETF | $2,123 | $8 ▲ | 0.4% | 4,416 | 0.4% | ETF |
IBM International Business Machines | $2,093 | $2,044 ▲ | 4,214.6% | 10,959 | 0.4% | Computer and Technology |
IVE iShares S&P 500 Value ETF | $2,089 | | 0.0% | 11,181 | 0.4% | ETF |
VUSB Vanguard Ultra-Short Bond ETF | $2,050 | $34 ▲ | 1.7% | 41,365 | 0.4% | ETF |
SCHF Schwab International Equity ETF | $1,966 | $840 ▼ | -29.9% | 50,395 | 0.3% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $1,668 | $498 ▲ | 42.5% | 73,274 | 0.3% | ETF |
IVV iShares Core S&P 500 ETF | $1,634 | $3 ▲ | 0.2% | 3,107 | 0.3% | ETF |
USRT iShares Core U.S. REIT ETF | $1,505 | $17 ▼ | -1.1% | 27,971 | 0.3% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $1,352 | $261 ▼ | -16.2% | 26,195 | 0.2% | ETF |
ANSS ANSYS | $1,298 | $1,298 ▲ | New Holding | 3,739 | 0.2% | Computer and Technology |
QQQ Invesco QQQ | $1,227 | $274 ▲ | 28.8% | 2,764 | 0.2% | Finance |
ASML ASML | $1,205 | $1,204 ▲ | 124,100.0% | 1,242 | 0.2% | Computer and Technology |
NEAR BlackRock Short Duration Bond ETF | $1,073 | $0 ▲ | 0.0% | 21,261 | 0.2% | ETF |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $1,059 | $503 ▼ | -32.2% | 10,532 | 0.2% | ETF |
VXF Vanguard Extended Market ETF | $1,047 | $76 ▼ | -6.8% | 5,974 | 0.2% | ETF |
XLV Health Care Select Sector SPDR Fund | $1,037 | | 0.0% | 7,018 | 0.2% | ETF |
AMAT Applied Materials | $946 | $946 ▲ | New Holding | 4,588 | 0.2% | Computer and Technology |
IBDP iShares iBonds Dec 2024 Term Corporate ETF | $897 | $36 ▲ | 4.2% | 35,826 | 0.2% | ETF |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $879 | | 0.0% | 38,499 | 0.2% | ETF |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $865 | $0 ▲ | 0.0% | 34,883 | 0.1% | ETF |
EEM iShares MSCI Emerging Markets ETF | $843 | | 0.0% | 20,519 | 0.1% | Finance |
ABBV AbbVie | $807 | $699 ▲ | 648.1% | 4,429 | 0.1% | Medical |
SHV iShares Short Treasury Bond ETF | $783 | $0 ▲ | 0.0% | 7,084 | 0.1% | ETF |
XLP Consumer Staples Select Sector SPDR Fund | $772 | | 0.0% | 10,111 | 0.1% | ETF |
OKE ONEOK | $749 | $749 ▲ | New Holding | 9,338 | 0.1% | Oils/Energy |
AMD Advanced Micro Devices | $716 | $700 ▲ | 4,260.4% | 3,968 | 0.1% | Computer and Technology |
IWD iShares Russell 1000 Value ETF | $690 | | 0.0% | 3,850 | 0.1% | ETF |
BX Blackstone | $687 | $657 ▲ | 2,183.4% | 5,229 | 0.1% | Finance |
AAPL Apple | $646 | $61 ▲ | 10.4% | 3,770 | 0.1% | Computer and Technology |
VT Vanguard Total World Stock ETF | $625 | $67 ▼ | -9.7% | 5,659 | 0.1% | ETF |
XOM Exxon Mobil | $601 | $5 ▼ | -0.9% | 5,171 | 0.1% | Oils/Energy |
SCHE Schwab Emerging Markets Equity ETF | $556 | $425 ▼ | -43.3% | 22,001 | 0.1% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $547 | $0 ▲ | 0.0% | 6,706 | 0.1% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $530 | | 0.0% | 5,864 | 0.1% | Manufacturing |
UPS United Parcel Service | $522 | $12 ▲ | 2.3% | 3,513 | 0.1% | Transportation |
AMZN Amazon.com | $516 | $36 ▼ | -6.5% | 2,861 | 0.1% | Retail/Wholesale |
BRK.B Berkshire Hathaway | $514 | $41 ▼ | -7.3% | 1,223 | 0.1% | Finance |
JNJ Johnson & Johnson | $512 | | 0.0% | 3,234 | 0.1% | Medical |
ORCL Oracle | $477 | $8 ▼ | -1.7% | 3,800 | 0.1% | Computer and Technology |
QCOM QUALCOMM | $475 | $34 ▼ | -6.7% | 2,805 | 0.1% | Computer and Technology |
MMC Marsh & McLennan Companies | $475 | | 0.0% | 2,306 | 0.1% | Finance |
SPG Simon Property Group | $469 | $469 ▲ | New Holding | 3,000 | 0.1% | Finance |
GOOG Alphabet | $436 | $149 ▼ | -25.5% | 2,865 | 0.1% | Computer and Technology |
ARCC Ares Capital | $416 | $416 ▲ | New Holding | 20,000 | 0.1% | Finance |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | $405 | | 0.0% | 18,912 | 0.1% | ETF |
IWR iShares Russell Mid-Cap ETF | $377 | | 0.0% | 4,488 | 0.1% | ETF |
CVS CVS Health | $375 | $40 ▼ | -9.6% | 4,700 | 0.1% | Retail/Wholesale |
JPM JPMorgan Chase & Co. | $358 | $111 ▼ | -23.7% | 1,786 | 0.1% | Finance |
HOG Harley-Davidson | $350 | $350 ▲ | New Holding | 8,000 | 0.1% | Auto/Tires/Trucks |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $337 | $0 ▲ | 0.0% | 14,121 | 0.1% | ETF |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $332 | | 0.0% | 13,339 | 0.1% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $325 | | 0.0% | 13,653 | 0.1% | ETF |
AJG Arthur J. Gallagher & Co. | $281 | $16 ▼ | -5.2% | 1,123 | 0.0% | Finance |
CSCO Cisco Systems | $280 | $39 ▼ | -12.3% | 5,617 | 0.0% | Computer and Technology |
IVW iShares S&P 500 Growth ETF | $270 | | 0.0% | 3,196 | 0.0% | ETF |
PG Procter & Gamble | $266 | $0 ▼ | -0.2% | 1,640 | 0.0% | Consumer Staples |
C Citigroup | $253 | | 0.0% | 4,000 | 0.0% | Finance |
ACN Accenture | $252 | $56 ▼ | -18.2% | 727 | 0.0% | Business Services |
IYW iShares U.S. Technology ETF | $248 | | 0.0% | 1,835 | 0.0% | Manufacturing |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $221 | $7 ▼ | -2.9% | 1,895 | 0.0% | ETF |
NOW ServiceNow | $213 | | 0.0% | 280 | 0.0% | Computer and Technology |
SCHH Schwab U.S. REIT ETF | $213 | $0 ▲ | 0.1% | 10,482 | 0.0% | ETF |
DUK Duke Energy | $211 | | 0.0% | 2,182 | 0.0% | Utilities |
AZTA Azenta | $211 | $211 ▲ | New Holding | 3,500 | 0.0% | Medical |
IBDW iShares iBonds Dec 2031 Term Corporate ETF | $210 | $58 ▲ | 37.9% | 10,261 | 0.0% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $207 | | 0.0% | 6,477 | 0.0% | ETF |
