SCHX Schwab US Large-Cap ETF | $48,719,795 | $1,393,535 ▼ | -2.8% | 2,206,512 | 9.3% | ETF |
IVV iShares Core S&P 500 ETF | $47,263,726 | $16,369,295 ▼ | -25.7% | 84,114 | 9.0% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $30,930,923 | $5,886,338 ▼ | -16.0% | 312,686 | 5.9% | Finance |
FLOT iShares Floating Rate Bond ETF | $26,965,421 | $6,481,153 ▼ | -19.4% | 528,216 | 5.1% | ETF |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $26,627,673 | $3,334,050 ▼ | -11.1% | 337,529 | 5.1% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $25,231,579 | $440,851 ▲ | 1.8% | 1,089,446 | 4.8% | ETF |
FLRN SPDR Bloomberg Barclays Investment Grade Floating Rate ETF | $21,445,738 | $1,610,716 ▼ | -7.0% | 695,838 | 4.1% | ETF |
IEFA iShares Core MSCI EAFE ETF | $19,226,474 | $4,913,323 ▼ | -20.4% | 254,150 | 3.7% | ETF |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $17,703,661 | $1,622,469 ▼ | -8.4% | 195,426 | 3.4% | ETF |
SCHF Schwab International Equity ETF | $16,844,332 | $218,154 ▲ | 1.3% | 851,584 | 3.2% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $16,381,187 | $3,223,358 ▼ | -16.4% | 303,524 | 3.1% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $14,697,040 | $873,031 ▲ | 6.3% | 533,081 | 2.8% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $14,132,482 | $771,262 ▼ | -5.2% | 130,026 | 2.7% | Finance |
MUB iShares National Muni Bond ETF | $12,826,776 | $1,057,352 ▼ | -7.6% | 121,650 | 2.4% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $11,330,031 | $203,724 ▼ | -1.8% | 172,294 | 2.2% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $10,535,022 | $3,766,138 ▼ | -26.3% | 180,549 | 2.0% | ETF |
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $10,454,573 | $867,158 ▲ | 9.0% | 108,035 | 2.0% | ETF |
IJR iShares Core S&P Small-Cap ETF | $10,331,874 | $3,384,318 ▼ | -24.7% | 98,803 | 2.0% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $9,543,583 | $298,994 ▼ | -3.0% | 364,259 | 1.8% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $9,204,982 | $163,916 ▲ | 1.8% | 360,414 | 1.7% | ETF |
SCHA Schwab US Small-Cap ETF | $8,950,196 | $296,483 ▼ | -3.2% | 381,997 | 1.7% | ETF |
SCHB Schwab US Broad Market ETF | $8,862,809 | $346,913 ▼ | -3.8% | 411,649 | 1.7% | ETF |
SPY SPDR S&P 500 ETF Trust | $8,124,791 | $3,334,610 ▼ | -29.1% | 14,524 | 1.5% | Finance |
AAPL Apple | $7,842,836 | $6,087,766 ▼ | -43.7% | 35,307 | 1.5% | Computer and Technology |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $6,814,513 | $2,654,942 ▼ | -28.0% | 55,852 | 1.3% | ETF |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $6,031,132 | $218,723 ▼ | -3.5% | 141,842 | 1.1% | ETF |
SCHD Schwab US Dividend Equity ETF | $5,818,479 | $35,761 ▲ | 0.6% | 208,100 | 1.1% | ETF |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $5,616,899 | $261,267 ▲ | 4.9% | 168,980 | 1.1% | ETF |
PCY Invesco Emerging Markets Sovereign Debt ETF | $5,467,007 | $150,630 ▲ | 2.8% | 271,046 | 1.0% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $5,076,192 | $595,705 ▼ | -10.5% | 128,936 | 1.0% | ETF |
DGRO iShares Core Dividend Growth ETF | $4,735,338 | $1,099,504 ▼ | -18.8% | 76,648 | 0.9% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $4,612,582 | $1,230,080 ▼ | -21.1% | 126,684 | 0.9% | ETF |
PHB Invesco Fundamental High Yield Corporate Bond ETF | $4,187,304 | $83,365 ▼ | -2.0% | 231,855 | 0.8% | ETF |
TFI SPDR Nuveen Barclays Municipal Bond ETF | $3,405,354 | $99,109 ▼ | -2.8% | 75,557 | 0.6% | Finance |
IWF iShares Russell 1000 Growth ETF | $2,645,073 | $830,174 ▼ | -23.9% | 7,325 | 0.5% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $2,559,889 | | 0.0% | 102,232 | 0.5% | ETF |
MSFT Microsoft | $2,374,888 | $1,729,171 ▼ | -42.1% | 6,326 | 0.5% | Computer and Technology |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $2,194,135 | $41,046 ▼ | -1.8% | 42,871 | 0.4% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $2,078,829 | $13,981 ▼ | -0.7% | 51,002 | 0.4% | ETF |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | $1,532,008 | $45,233 ▲ | 3.0% | 34,614 | 0.3% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $1,439,413 | $52,911 ▼ | -3.5% | 21,165 | 0.3% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $1,282,666 | $389,499 ▼ | -23.3% | 15,504 | 0.2% | Manufacturing |
RSP Invesco S&P 500 Equal Weight ETF | $1,210,760 | $10,394 ▼ | -0.9% | 6,989 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $1,172,289 | $1,148,004 ▼ | -49.5% | 4,779 | 0.2% | Finance |
SCHO Schwab Short-Term U.S. Treasury ETF | $1,115,920 | $26,336 ▼ | -2.3% | 45,847 | 0.2% | ETF |
JNJ Johnson & Johnson | $1,071,839 | $40,300 ▼ | -3.6% | 6,463 | 0.2% | Medical |
QQQ Invesco QQQ | $825,591 | $145,803 ▼ | -15.0% | 1,761 | 0.2% | Finance |
MRK Merck & Co., Inc. | $820,855 | | 0.0% | 9,145 | 0.2% | Medical |
AMZN Amazon.com | $818,879 | $327,437 ▼ | -28.6% | 4,304 | 0.2% | Retail/Wholesale |
VUG Vanguard Growth ETF | $812,498 | | 0.0% | 2,191 | 0.2% | ETF |
NVDA NVIDIA | $798,550 | $1,165,636 ▼ | -59.3% | 7,368 | 0.2% | Computer and Technology |
T AT&T | $781,166 | $60,886 ▼ | -7.2% | 27,623 | 0.1% | Computer and Technology |
META Meta Platforms | $760,795 | $2,497,944 ▼ | -76.7% | 1,320 | 0.1% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $740,749 | $7,421 ▼ | -1.0% | 2,695 | 0.1% | ETF |
V Visa | $734,564 | $90,769 ▼ | -11.0% | 2,096 | 0.1% | Business Services |
HD Home Depot | $688,635 | $118,376 ▼ | -14.7% | 1,879 | 0.1% | Retail/Wholesale |
SCHV Schwab U.S. Large-Cap Value ETF | $644,219 | | 0.0% | 24,237 | 0.1% | ETF |
GOOG Alphabet | $616,327 | $32,808 ▼ | -5.1% | 3,945 | 0.1% | Computer and Technology |
COKE Coca-Cola Consolidated | $611,205 | | 0.0% | 8,534 | 0.1% | Consumer Staples |
VTV Vanguard Value ETF | $554,150 | | 0.0% | 3,208 | 0.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $519,060 | $22,306 ▼ | -4.1% | 2,676 | 0.1% | ETF |
IBM International Business Machines | $518,934 | $124,325 ▼ | -19.3% | 2,087 | 0.1% | Computer and Technology |
BAC Bank of America | $501,636 | $112,504 ▼ | -18.3% | 12,021 | 0.1% | Finance |
VOO Vanguard S&P 500 ETF | $488,063 | $71,411 ▼ | -12.8% | 950 | 0.1% | ETF |
FBND Fidelity Total Bond ETF | $484,620 | | 0.0% | 10,616 | 0.1% | ETF |
CL Colgate-Palmolive | $447,585 | $19,676 ▼ | -4.2% | 4,777 | 0.1% | Consumer Staples |
IWD iShares Russell 1000 Value ETF | $441,708 | $76,189 ▼ | -14.7% | 2,348 | 0.1% | ETF |
CSCO Cisco Systems | $416,974 | $53,688 ▼ | -11.4% | 6,757 | 0.1% | Computer and Technology |
CVX Chevron | $401,496 | $34,294 ▼ | -7.9% | 2,400 | 0.1% | Energy |
NEE NextEra Energy | $361,313 | $1,630 ▲ | 0.5% | 5,097 | 0.1% | Utilities |
ORCL Oracle | $349,245 | | 0.0% | 2,498 | 0.1% | Computer and Technology |
DFUS Dimensional U.S. Equity ETF | $346,006 | | 0.0% | 5,721 | 0.1% | ETF |
WMT Walmart | $342,736 | $527 ▼ | -0.2% | 3,904 | 0.1% | Retail/Wholesale |
COST Costco Wholesale | $329,353 | | 0.0% | 348 | 0.1% | Retail/Wholesale |
PEG Public Service Enterprise Group | $300,560 | | 0.0% | 3,652 | 0.1% | Utilities |
VT Vanguard Total World Stock ETF | $295,268 | $232 ▲ | 0.1% | 2,547 | 0.1% | ETF |
GOOGL Alphabet | $292,888 | $256,702 ▼ | -46.7% | 1,894 | 0.1% | Computer and Technology |
ISHARES TR
| $277,600 | | 0.0% | 905 | 0.1% | RUSSELL 1000 US |
IWP iShares Russell Mid-Cap Growth ETF | $277,276 | $132,529 ▼ | -32.3% | 2,360 | 0.1% | ETF |
REZI Resideo Technologies | $269,093 | | 0.0% | 15,203 | 0.1% | Industrials |
VZ Verizon Communications | $259,010 | $25,402 ▼ | -8.9% | 5,710 | 0.0% | Computer and Technology |
PM Philip Morris International | $235,518 | | 0.0% | 3,924 | 0.0% | Consumer Staples |
DIS Walt Disney | $226,853 | $52,814 ▼ | -18.9% | 2,298 | 0.0% | Consumer Discretionary |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $226,447 | $994 ▼ | -0.4% | 7,744 | 0.0% | ETF |
PG Procter & Gamble | $224,954 | $217,115 ▼ | -49.1% | 1,320 | 0.0% | Consumer Staples |
NFLX Netflix | $221,942 | | 0.0% | 238 | 0.0% | Consumer Discretionary |
BMY Bristol-Myers Squibb | $213,587 | $15,552 ▼ | -6.8% | 3,502 | 0.0% | Medical |
BK Bank of New York Mellon | $201,288 | $201,288 ▲ | New Holding | 2,400 | 0.0% | Finance |
UPS United Parcel Service | $0 | $1,838,412 ▼ | -100.0% | 0 | 0.0% | Transportation |
GLD SPDR Gold Shares | $0 | $760,288 ▼ | -100.0% | 0 | 0.0% | Finance |
XOM Exxon Mobil | $0 | $431,141 ▼ | -100.0% | 0 | 0.0% | Energy |
XLK Technology Select Sector SPDR Fund | $0 | $420,396 ▼ | -100.0% | 0 | 0.0% | ETF |
PFE Pfizer | $0 | $400,800 ▼ | -100.0% | 0 | 0.0% | Medical |
CPNG Coupang | $0 | $399,377 ▼ | -100.0% | 0 | 0.0% | Retail/Wholesale |
PEP PepsiCo | $0 | $327,060 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
VYM Vanguard High Dividend Yield ETF | $0 | $313,191 ▼ | -100.0% | 0 | 0.0% | ETF |
XLF Financial Select Sector SPDR Fund | $0 | $240,503 ▼ | -100.0% | 0 | 0.0% | ETF |
GDDY GoDaddy | $0 | $239,607 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
BRK.B Berkshire Hathaway | $0 | $232,079 ▼ | -100.0% | 0 | 0.0% | Finance |
VOOG Vanguard S&P 500 Growth ETF | $0 | $231,716 ▼ | -100.0% | 0 | 0.0% | ETF |
