VTI Vanguard Total Stock Market ETF | $41,266,317 | $713,136 ▼ | -1.7% | 158,900 | 11.9% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $36,657,567 | $311,265 ▲ | 0.9% | 572,596 | 10.6% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $26,188,485 | $1,786,532 ▲ | 7.3% | 521,371 | 7.6% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $21,231,479 | $989,427 ▲ | 4.9% | 284,452 | 6.1% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $13,601,786 | $2,930,930 ▲ | 27.5% | 170,748 | 3.9% | ETF |
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $10,073,021 | $820,220 ▲ | 8.9% | 110,184 | 2.9% | ETF |
SCHF Schwab International Equity ETF | $9,854,677 | $457,888 ▲ | 4.9% | 253,594 | 2.8% | ETF |
JMST JPMorgan Ultra-Short Municipal ETF | $9,001,074 | $377,654 ▲ | 4.4% | 177,922 | 2.6% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $8,096,206 | $96,142 ▲ | 1.2% | 162,021 | 2.3% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $7,435,300 | $26,760 ▼ | -0.4% | 208,388 | 2.1% | ETF |
SCHX Schwab US Large-Cap ETF | $5,881,299 | $215,567 ▼ | -3.5% | 94,890 | 1.7% | ETF |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $5,738,938 | $53,840 ▼ | -0.9% | 117,145 | 1.7% | Manufacturing |
SCHO Schwab Short-Term U.S. Treasury ETF | $5,319,434 | $303,011 ▲ | 6.0% | 110,914 | 1.5% | ETF |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $4,619,436 | $14,543 ▼ | -0.3% | 155,957 | 1.3% | ETF |
VYM Vanguard High Dividend Yield ETF | $4,532,026 | $234,430 ▲ | 5.5% | 37,601 | 1.3% | ETF |
SCHB Schwab US Broad Market ETF | $4,239,503 | $45,424 ▼ | -1.1% | 69,626 | 1.2% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $3,283,179 | $1,692 ▼ | -0.1% | 42,694 | 0.9% | ETF |
MSFT Microsoft | $3,142,295 | $151,149 ▼ | -4.6% | 7,401 | 0.9% | Computer and Technology |
IEMG iShares Core MSCI Emerging Markets ETF | $3,052,111 | $37,837 ▼ | -1.2% | 59,046 | 0.9% | ETF |
BSV Vanguard Short-Term Bond ETF | $2,840,327 | $116,983 ▼ | -4.0% | 37,221 | 0.8% | ETF |
SCHJ Schwab 1-5 Year Corporate Bond ETF | $2,642,312 | $41,581 ▼ | -1.5% | 54,968 | 0.8% | ETF |
MUB iShares National Muni Bond ETF | $2,255,661 | $858,408 ▲ | 61.4% | 21,077 | 0.7% | ETF |
TIP iShares TIPS Bond ETF | $2,093,966 | $419,348 ▼ | -16.7% | 19,634 | 0.6% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $2,063,457 | $199,073 ▼ | -8.8% | 19,746 | 0.6% | ETF |
AAPL Apple | $1,900,561 | $96,915 ▼ | -4.9% | 11,178 | 0.5% | Computer and Technology |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $1,854,698 | $64,986 ▲ | 3.6% | 16,125 | 0.5% | ETF |
NVDA NVIDIA | $1,800,935 | | 0.0% | 1,993 | 0.5% | Computer and Technology |
GOOG Alphabet | $1,700,842 | $41,942 ▼ | -2.4% | 10,868 | 0.5% | Computer and Technology |
NEAR BlackRock Short Duration Bond ETF | $1,575,723 | $40,564 ▼ | -2.5% | 31,426 | 0.5% | ETF |
BBUS JP Morgan BetaBuilders U.S. Equity ETF | $1,555,148 | $696,459 ▲ | 81.1% | 16,488 | 0.4% | ETF |
PSK SPDR ICE Preferred Securities ETF | $1,528,283 | $101,962 ▲ | 7.1% | 43,992 | 0.4% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $1,488,453 | $86,648 ▼ | -5.5% | 35,490 | 0.4% | ETF |
SJNK SPDR Bloomberg Short Term High Yield Bond ETF | $1,423,411 | $20,850 ▲ | 1.5% | 56,936 | 0.4% | ETF |
COP ConocoPhillips | $1,364,651 | $32,041 ▼ | -2.3% | 10,605 | 0.4% | Oils/Energy |
VYMI Vanguard International High Dividend Yield ETF | $1,279,617 | $2,602 ▲ | 0.2% | 18,686 | 0.4% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $1,010,530 | $13,104 ▼ | -1.3% | 27,838 | 0.3% | ETF |
SHV iShares Short Treasury Bond ETF | $1,001,592 | | 0.0% | 9,100 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $999,992 | $2,188 ▲ | 0.2% | 5,027 | 0.3% | Finance |
JMUB JPMorgan Municipal ETF | $994,576 | $475,952 ▲ | 91.8% | 19,718 | 0.3% | ETF |
CVX Chevron | $991,864 | $823,398 ▼ | -45.4% | 6,235 | 0.3% | Oils/Energy |
PSX Phillips 66 | $977,263 | $22,051 ▼ | -2.2% | 5,983 | 0.3% | Oils/Energy |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $915,589 | $35,746 ▼ | -3.8% | 9,144 | 0.3% | ETF |
XOM Exxon Mobil | $881,426 | $5,382 ▼ | -0.6% | 7,534 | 0.3% | Oils/Energy |
PFF iShares Preferred and Income Securities ETF | $866,458 | $22,784 ▲ | 2.7% | 26,963 | 0.3% | ETF |
JCPB JPMorgan Core Plus Bond ETF | $864,436 | $28,013 ▲ | 3.3% | 18,731 | 0.2% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $840,070 | $406,501 ▼ | -32.6% | 8,473 | 0.2% | ETF |
AMZN Amazon.com | $814,908 | $25,879 ▼ | -3.1% | 4,503 | 0.2% | Retail/Wholesale |
AVGO Broadcom | $811,506 | $43,208 ▼ | -5.1% | 601 | 0.2% | Computer and Technology |
VLO Valero Energy | $805,884 | $6,388 ▼ | -0.8% | 4,668 | 0.2% | Oils/Energy |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $745,869 | $59,488 ▲ | 8.7% | 8,388 | 0.2% | ETF |
VCLT Vanguard Long-Term Corporate Bond ETF | $740,407 | $92,560 ▲ | 14.3% | 9,647 | 0.2% | Manufacturing |
MPC Marathon Petroleum | $738,329 | $7,768 ▼ | -1.0% | 3,612 | 0.2% | Oils/Energy |
BRK.B Berkshire Hathaway | $734,089 | $27,313 ▼ | -3.6% | 1,747 | 0.2% | Finance |
RSP Invesco S&P 500 Equal Weight ETF | $720,264 | $2,020 ▼ | -0.3% | 4,278 | 0.2% | ETF |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $708,435 | $59,753 ▲ | 9.2% | 16,800 | 0.2% | ETF |
SHEL Shell | $674,017 | $7,607 ▲ | 1.1% | 9,924 | 0.2% | Energy |
GLD SPDR Gold Shares | $673,337 | | 0.0% | 3,240 | 0.2% | Finance |
LEMB iShares J.P. Morgan EM Local Currency Bond ETF | $646,857 | $19,227 ▼ | -2.9% | 18,033 | 0.2% | ETF |
HD Home Depot | $645,083 | $5,520 ▼ | -0.8% | 1,753 | 0.2% | Retail/Wholesale |
WMT Walmart | $622,620 | $418,620 ▲ | 205.2% | 10,377 | 0.2% | Retail/Wholesale |
ABBV AbbVie | $615,488 | $5,423 ▲ | 0.9% | 3,405 | 0.2% | Medical |
MCD McDonald's | $604,715 | $11,489 ▼ | -1.9% | 2,158 | 0.2% | Retail/Wholesale |
META Meta Platforms | $568,492 | $15,232 ▼ | -2.6% | 1,157 | 0.2% | Computer and Technology |
TSM Taiwan Semiconductor Manufacturing | $560,866 | $283 ▼ | -0.1% | 3,964 | 0.2% | Computer and Technology |
FTAI FTAI Aviation | $553,031 | | 0.0% | 8,158 | 0.2% | Aerospace |
SCHE Schwab Emerging Markets Equity ETF | $551,641 | $32,042 ▼ | -5.5% | 21,761 | 0.2% | ETF |
ORCL Oracle | $532,663 | $9,286 ▼ | -1.7% | 4,245 | 0.2% | Computer and Technology |
JNJ Johnson & Johnson | $529,667 | $49,070 ▼ | -8.5% | 3,357 | 0.2% | Medical |
COST Costco Wholesale | $513,523 | $4,327 ▼ | -0.8% | 712 | 0.1% | Retail/Wholesale |
LLY Eli Lilly and Company | $507,287 | $21,295 ▲ | 4.4% | 667 | 0.1% | Medical |
ESGU iShares ESG Aware MSCI USA ETF | $503,995 | $103,025 ▼ | -17.0% | 4,393 | 0.1% | Manufacturing |
LINDE PLC SHS
| $490,741 | $463 ▼ | -0.1% | 1,059 | 0.1% | Stock |
NVO Novo Nordisk A/S | $486,221 | | 0.0% | 3,812 | 0.1% | Medical |
NUE Nucor | $484,800 | $11,200 ▲ | 2.4% | 2,424 | 0.1% | Basic Materials |
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $483,958 | $101,177 ▼ | -17.3% | 10,131 | 0.1% | Manufacturing |
IEUR iShares Core MSCI Europe ETF | $475,580 | | 0.0% | 8,238 | 0.1% | ETF |
SLV iShares Silver Trust | $471,350 | | 0.0% | 20,619 | 0.1% | ETF |
V Visa | $460,832 | $26,715 ▼ | -5.5% | 1,656 | 0.1% | Business Services |
PG Procter & Gamble | $460,345 | $11,240 ▼ | -2.4% | 2,867 | 0.1% | Consumer Staples |
TGT Target | $450,027 | $4,267 ▼ | -0.9% | 2,531 | 0.1% | Retail/Wholesale |
CAT Caterpillar | $439,034 | $64,382 ▼ | -12.8% | 1,207 | 0.1% | Industrial Products |
UNH UnitedHealth Group | $431,132 | $2,450 ▲ | 0.6% | 880 | 0.1% | Medical |
TM Toyota Motor | $429,332 | $21,551 ▲ | 5.3% | 1,773 | 0.1% | Auto/Tires/Trucks |
BP BP | $419,608 | $5,349 ▲ | 1.3% | 11,060 | 0.1% | Oils/Energy |
GS The Goldman Sachs Group | $416,818 | | 0.0% | 1,008 | 0.1% | Finance |
PXD Pioneer Natural Resources | $416,793 | $30,091 ▼ | -6.7% | 1,579 | 0.1% | Energy |
MRK Merck & Co., Inc. | $404,890 | $33,271 ▼ | -7.6% | 3,091 | 0.1% | Medical |
EFG iShares MSCI EAFE Growth ETF | $400,649 | $137,100 ▼ | -25.5% | 3,875 | 0.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $398,811 | $72,026 ▲ | 22.0% | 4,114 | 0.1% | Finance |
SCHW Charles Schwab | $392,824 | $18,454 ▼ | -4.5% | 5,428 | 0.1% | Finance |
SCHD Schwab US Dividend Equity ETF | $387,557 | $142,409 ▼ | -26.9% | 4,836 | 0.1% | ETF |
IYE iShares U.S. Energy ETF | $385,849 | $85,849 ▼ | -18.2% | 7,762 | 0.1% | ETF |
EOG EOG Resources | $383,960 | $2,465 ▼ | -0.6% | 2,959 | 0.1% | Oils/Energy |
LOW Lowe's Companies | $374,668 | $8,974 ▼ | -2.3% | 1,503 | 0.1% | Retail/Wholesale |
VLUE iShares MSCI USA Value Factor ETF | $369,813 | $80,371 ▼ | -17.9% | 3,428 | 0.1% | ETF |
OXY Occidental Petroleum | $367,679 | $7,899 ▲ | 2.2% | 5,539 | 0.1% | Oils/Energy |
IBM International Business Machines | $364,568 | $37,026 ▼ | -9.2% | 1,920 | 0.1% | Computer and Technology |
LMT Lockheed Martin | $363,590 | $18,564 ▼ | -4.9% | 803 | 0.1% | Aerospace |
MAR Marriott International | $362,669 | | 0.0% | 1,443 | 0.1% | Consumer Discretionary |
AMD Advanced Micro Devices | $358,613 | $9,534 ▼ | -2.6% | 1,956 | 0.1% | Computer and Technology |
