QUAL iShares MSCI USA Quality Factor ETF | $141,753,681 | $3,705,944 ▲ | 2.7% | 775,373 | 13.5% | ETF |
SCHF Schwab International Equity ETF | $80,956,316 | $498,023 ▲ | 0.6% | 3,663,182 | 7.7% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $68,446,200 | $1,765,987 ▲ | 2.6% | 574,743 | 6.5% | ETF |
OEF iShares S&P 100 ETF | $63,802,196 | $4,515,647 ▲ | 7.6% | 209,634 | 6.1% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $58,521,256 | $991,397 ▲ | 1.7% | 698,845 | 5.6% | Manufacturing |
SCHB Schwab US Broad Market ETF | $44,426,859 | $139,548 ▲ | 0.3% | 1,864,325 | 4.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $41,173,223 | $44,611 ▲ | 0.1% | 66,451 | 3.9% | Finance |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $33,664,062 | $203,750 ▲ | 0.6% | 1,724,593 | 3.2% | ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $32,920,681 | $1,768,775 ▲ | 5.7% | 1,675,353 | 3.1% | ETF |
MUB iShares National Muni Bond ETF | $29,884,310 | $680,583 ▼ | -2.2% | 286,029 | 2.8% | ETF |
GLDM SPDR Gold MiniShares Trust | $29,402,494 | $1,054,413 ▼ | -3.5% | 448,756 | 2.8% | Finance |
AAPL Apple | $29,375,402 | $219,121 ▼ | -0.7% | 143,176 | 2.8% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $25,127,817 | $645,058 ▼ | -2.5% | 508,043 | 2.4% | ETF |
JCPB JPMorgan Core Plus Bond ETF | $24,377,692 | $24,377,692 ▲ | New Holding | 518,013 | 2.3% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $23,846,806 | $2,478,741 ▲ | 11.6% | 261,765 | 2.3% | ETF |
USMF WisdomTree U.S. Multifactor Fund | $21,617,693 | $1,919,934 ▲ | 9.7% | 421,751 | 2.1% | Finance |
BND Vanguard Total Bond Market ETF | $21,004,657 | $1,943,096 ▲ | 10.2% | 285,273 | 2.0% | ETF |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $20,940,589 | $6,600,415 ▼ | -24.0% | 1,012,601 | 2.0% | ETF |
SCHX Schwab US Large-Cap ETF | $19,303,913 | $450,454 ▲ | 2.4% | 789,849 | 1.8% | ETF |
DFCF Dimensional Core Fixed Income ETF | $17,195,122 | $6,539,436 ▲ | 61.4% | 406,889 | 1.6% | ETF |
EFA iShares MSCI EAFE ETF | $12,383,343 | $276,036 ▼ | -2.2% | 138,532 | 1.2% | Finance |
MSFT Microsoft | $9,865,934 | $96,993 ▲ | 1.0% | 19,835 | 0.9% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $8,795,382 | $52,128 ▼ | -0.6% | 28,852 | 0.8% | ETF |
VUG Vanguard Growth ETF | $7,819,960 | $8,778 ▼ | -0.1% | 17,817 | 0.7% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $6,106,458 | $231,540 ▼ | -3.7% | 262,756 | 0.6% | ETF |
VT Vanguard Total World Stock ETF | $5,351,702 | $40,484 ▼ | -0.8% | 41,641 | 0.5% | ETF |
DFUS Dimensional U.S. Equity ETF | $5,275,882 | $75,398 ▼ | -1.4% | 78,721 | 0.5% | ETF |
IVV iShares Core S&P 500 ETF | $5,121,400 | $309,221 ▲ | 6.4% | 8,248 | 0.5% | ETF |
BRK.B Berkshire Hathaway | $4,485,601 | $24,774 ▲ | 0.6% | 9,234 | 0.4% | Finance |
VEU Vanguard FTSE All-World ex-US ETF | $4,326,011 | $10,217 ▲ | 0.2% | 64,356 | 0.4% | ETF |
VBR Vanguard Small-Cap Value ETF | $4,083,970 | $27,821 ▼ | -0.7% | 20,845 | 0.4% | ETF |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $3,892,409 | $598,206 ▲ | 18.2% | 189,966 | 0.4% | ETF |
AMZN Amazon.com | $3,596,242 | $143,920 ▼ | -3.8% | 16,392 | 0.3% | Retail/Wholesale |
ACWI iShares MSCI ACWI ETF | $3,548,112 | $30,864 ▼ | -0.9% | 27,590 | 0.3% | Manufacturing |
FDL First Trust Morningstar Dividend Leaders Index Fund | $3,538,350 | $60,921 ▼ | -1.7% | 84,508 | 0.3% | ETF |
META Meta Platforms | $3,413,741 | $115,883 ▲ | 3.5% | 4,625 | 0.3% | Computer and Technology |
SCHD Schwab US Dividend Equity ETF | $3,069,921 | $375,929 ▲ | 14.0% | 115,846 | 0.3% | ETF |
QQQ Invesco QQQ | $2,976,498 | $16,015 ▼ | -0.5% | 5,390 | 0.3% | Finance |
MMM 3M | $2,972,348 | $1,522 ▼ | -0.1% | 19,524 | 0.3% | Multi-Sector Conglomerates |
SCHE Schwab Emerging Markets Equity ETF | $2,969,993 | $124,207 ▼ | -4.0% | 98,540 | 0.3% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $2,953,192 | $9,886 ▼ | -0.3% | 23,897 | 0.3% | ETF |
MGC Vanguard Mega Cap ETF | $2,951,876 | $241,480 ▲ | 8.9% | 13,092 | 0.3% | ETF |
DFSV Dimensional US Small Cap Value ETF | $2,649,554 | $178,140 ▼ | -6.3% | 90,029 | 0.3% | ETF |
EEM iShares MSCI Emerging Markets ETF | $2,436,265 | $79,837 ▼ | -3.2% | 50,503 | 0.2% | Finance |
GOOG Alphabet | $2,390,705 | $20,755 ▲ | 0.9% | 13,477 | 0.2% | Computer and Technology |
CSCO Cisco Systems | $2,260,269 | $5,550 ▼ | -0.2% | 32,578 | 0.2% | Computer and Technology |
DIA SPDR Dow Jones Industrial Average ETF Trust | $2,246,709 | $13,255 ▲ | 0.6% | 5,085 | 0.2% | Finance |
UNP Union Pacific | $2,106,811 | $27,839 ▲ | 1.3% | 9,157 | 0.2% | Transportation |
GOOGL Alphabet | $2,100,000 | $3,525 ▲ | 0.2% | 11,916 | 0.2% | Computer and Technology |
NVDA NVIDIA | $1,975,637 | $185,018 ▲ | 10.3% | 12,504 | 0.2% | Computer and Technology |
IWM iShares Russell 2000 ETF | $1,840,370 | $14,889 ▼ | -0.8% | 8,529 | 0.2% | Finance |
SPDW SPDR Portfolio Developed World ex-US ETF | $1,775,042 | $61,950 ▲ | 3.6% | 43,839 | 0.2% | ETF |
BK Bank of New York Mellon | $1,747,764 | $16,855 ▼ | -1.0% | 19,183 | 0.2% | Finance |
ECL Ecolab | $1,742,129 | $4,592 ▲ | 0.3% | 6,450 | 0.2% | Basic Materials |
ABT Abbott Laboratories | $1,712,501 | | 0.0% | 12,591 | 0.2% | Medical |
VIG Vanguard Dividend Appreciation ETF | $1,634,611 | $149,834 ▲ | 10.1% | 7,953 | 0.2% | ETF |
HON Honeywell International | $1,594,297 | $1,630 ▲ | 0.1% | 6,846 | 0.2% | Multi-Sector Conglomerates |
NFLX Netflix | $1,562,766 | $5,357 ▲ | 0.3% | 1,167 | 0.1% | Consumer Discretionary |
ESGU iShares ESG Aware MSCI USA ETF | $1,533,220 | $91,328 ▲ | 6.3% | 11,332 | 0.1% | Manufacturing |
XLE Energy Select Sector SPDR Fund | $1,527,225 | $45,881 ▲ | 3.1% | 18,008 | 0.1% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $1,522,291 | $270,234 ▲ | 21.6% | 48,964 | 0.1% | ETF |
MSI Motorola Solutions | $1,481,311 | $9,696 ▼ | -0.7% | 3,514 | 0.1% | Computer and Technology |
COST Costco Wholesale | $1,458,183 | $2,970 ▲ | 0.2% | 1,473 | 0.1% | Retail/Wholesale |
CAT Caterpillar | $1,458,181 | $20,188 ▼ | -1.4% | 3,756 | 0.1% | Industrials |
PG Procter & Gamble | $1,441,847 | $56,081 ▼ | -3.7% | 9,050 | 0.1% | Consumer Staples |
BR Broadridge Financial Solutions | $1,399,556 | $9,025 ▼ | -0.6% | 5,738 | 0.1% | Computer and Technology |
IWF iShares Russell 1000 Growth ETF | $1,382,008 | $13,162 ▼ | -0.9% | 3,255 | 0.1% | ETF |
ABBV AbbVie | $1,340,001 | $1,485 ▼ | -0.1% | 7,219 | 0.1% | Medical |
TSLA Tesla | $1,326,549 | $193,137 ▲ | 17.0% | 4,176 | 0.1% | Auto/Tires/Trucks |
MDT Medtronic | $1,317,259 | $2,285 ▼ | -0.2% | 14,989 | 0.1% | Medical |
SUSL iShares ESG MSCI USA Leaders ETF | $1,301,284 | $119,185 ▲ | 10.1% | 12,010 | 0.1% | Manufacturing |
USB U.S. Bancorp | $1,281,961 | $1,693 ▼ | -0.1% | 28,021 | 0.1% | Finance |
PCAR PACCAR | $1,275,657 | $3,327 ▼ | -0.3% | 13,419 | 0.1% | Auto/Tires/Trucks |
TSCO Tractor Supply | $1,248,974 | $29,129 ▼ | -2.3% | 23,668 | 0.1% | Retail/Wholesale |
SCI Service Corporation International | $1,242,328 | $32,723 ▼ | -2.6% | 15,262 | 0.1% | Consumer Staples |
QCOM QUALCOMM | $1,169,765 | $23,730 ▲ | 2.1% | 7,345 | 0.1% | Computer and Technology |
GD General Dynamics | $1,109,767 | $505,155 ▲ | 83.6% | 3,805 | 0.1% | Aerospace |
LLY Eli Lilly and Company | $1,105,053 | $31,951 ▲ | 3.0% | 1,418 | 0.1% | Medical |
ORCL Oracle | $1,070,414 | $9,182 ▲ | 0.9% | 4,896 | 0.1% | Computer and Technology |
IWB iShares Russell 1000 ETF | $1,069,986 | | 0.0% | 3,151 | 0.1% | ETF |
CI Cigna Group | $1,056,865 | $18,843 ▲ | 1.8% | 3,197 | 0.1% | Medical |
EWX SPDR S&P Emerging Markets SmallCap ETF | $1,044,151 | $247,934 ▲ | 31.1% | 16,833 | 0.1% | ETF |
GLD SPDR Gold Shares | $1,040,385 | | 0.0% | 3,413 | 0.1% | Finance |
JNJ Johnson & Johnson | $1,029,124 | $9,318 ▼ | -0.9% | 6,737 | 0.1% | Medical |
VZ Verizon Communications | $1,012,915 | $11,120 ▼ | -1.1% | 23,409 | 0.1% | Computer and Technology |
XLK Technology Select Sector SPDR Fund | $1,000,765 | | 0.0% | 3,952 | 0.1% | ETF |
IBM International Business Machines | $981,210 | $2,358 ▲ | 0.2% | 3,329 | 0.1% | Computer and Technology |
JEPI JPMorgan Equity Premium Income ETF | $950,710 | $34,395 ▲ | 3.8% | 16,723 | 0.1% | ETF |
HSY Hershey | $901,175 | $16,264 ▲ | 1.8% | 5,430 | 0.1% | Consumer Staples |
UNH UnitedHealth Group | $896,290 | $22,150 ▼ | -2.4% | 2,873 | 0.1% | Medical |
CVS CVS Health | $882,117 | $21,453 ▲ | 2.5% | 12,788 | 0.1% | Medical |
VEA Vanguard FTSE Developed Markets ETF | $809,999 | $40,135 ▼ | -4.7% | 14,208 | 0.1% | ETF |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $801,844 | $116,592 ▲ | 17.0% | 19,401 | 0.1% | ETF |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $798,405 | $2,687 ▼ | -0.3% | 26,446 | 0.1% | ETF |
VOE Vanguard Mid-Cap Value ETF | $791,077 | $165,324 ▼ | -17.3% | 4,785 | 0.1% | ETF |
IVW iShares S&P 500 Growth ETF | $790,078 | | 0.0% | 7,176 | 0.1% | ETF |
FDX FedEx | $788,308 | $788,308 ▲ | New Holding | 3,446 | 0.1% | Transportation |
TGT Target | $788,161 | $38,377 ▲ | 5.1% | 7,989 | 0.1% | Retail/Wholesale |
VOO Vanguard S&P 500 ETF | $772,615 | $379,470 ▼ | -32.9% | 1,356 | 0.1% | ETF |
MRK Merck & Co., Inc. | $738,744 | $14,474 ▼ | -1.9% | 9,238 | 0.1% | Medical |
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