SCHX Schwab US Large-Cap ETF | $55,737,771 | $1,810,613 ▲ | 3.4% | 2,280,596 | 9.9% | ETF |
IVV iShares Core S&P 500 ETF | $54,209,561 | $1,937,055 ▲ | 3.7% | 87,231 | 9.7% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $30,614,948 | $400,129 ▼ | -1.3% | 308,652 | 5.5% | Finance |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $26,781,436 | $440,186 ▼ | -1.6% | 332,071 | 4.8% | ETF |
FLOT iShares Floating Rate Bond ETF | $25,752,955 | $1,196,623 ▼ | -4.4% | 504,762 | 4.6% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $23,889,156 | $1,429,562 ▼ | -5.6% | 1,027,933 | 4.3% | ETF |
IEFA iShares Core MSCI EAFE ETF | $21,426,907 | $211,858 ▲ | 1.0% | 256,688 | 3.8% | ETF |
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF | $19,769,565 | $1,683,134 ▼ | -7.8% | 641,244 | 3.5% | ETF |
SCHF Schwab International Equity ETF | $18,985,143 | $165,131 ▲ | 0.9% | 859,056 | 3.4% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $17,963,183 | $257,653 ▼ | -1.4% | 299,232 | 3.2% | ETF |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $17,601,551 | $498,853 ▼ | -2.8% | 190,040 | 3.1% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $15,721,871 | $345,193 ▼ | -2.1% | 521,628 | 2.8% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $15,195,783 | $943,735 ▲ | 6.6% | 138,636 | 2.7% | Finance |
SPLG SPDR Portfolio S&P 500 ETF | $12,928,109 | $404,083 ▲ | 3.2% | 177,853 | 2.3% | ETF |
MUB iShares National Muni Bond ETF | $12,824,398 | $114,406 ▲ | 0.9% | 122,745 | 2.3% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $12,045,946 | $847,674 ▲ | 7.6% | 194,216 | 2.2% | ETF |
IJR iShares Core S&P Small-Cap ETF | $11,966,960 | $1,168,455 ▲ | 10.8% | 109,494 | 2.1% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $10,900,925 | $683,466 ▲ | 6.7% | 388,625 | 1.9% | ETF |
SCHA Schwab US Small-Cap ETF | $10,717,979 | $1,053,466 ▲ | 10.9% | 423,636 | 1.9% | ETF |
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $10,716,449 | $203,572 ▲ | 1.9% | 110,127 | 1.9% | ETF |
SCHB Schwab US Broad Market ETF | $10,213,565 | $403,966 ▲ | 4.1% | 428,601 | 1.8% | ETF |
SPY SPDR S&P 500 ETF Trust | $9,407,616 | $433,741 ▲ | 4.8% | 15,226 | 1.7% | Finance |
SPAB SPDR Portfolio Aggregate Bond ETF | $8,925,167 | $301,440 ▼ | -3.3% | 348,639 | 1.6% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $8,054,924 | $511,983 ▲ | 6.8% | 59,643 | 1.4% | ETF |
AAPL Apple | $7,219,452 | $24,415 ▼ | -0.3% | 35,188 | 1.3% | Computer and Technology |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $6,117,565 | $1,510 ▼ | 0.0% | 141,807 | 1.1% | ETF |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $5,949,305 | $274,953 ▲ | 4.8% | 177,168 | 1.1% | ETF |
PCY Invesco Emerging Markets Sovereign Debt ETF | $5,405,572 | $131,896 ▼ | -2.4% | 264,590 | 1.0% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $5,334,317 | $176,387 ▼ | -3.2% | 124,809 | 1.0% | ETF |
SCHD Schwab US Dividend Equity ETF | $5,263,911 | $250,743 ▼ | -4.5% | 198,638 | 0.9% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $5,057,423 | $72,032 ▼ | -1.4% | 124,905 | 0.9% | ETF |
DGRO iShares Core Dividend Growth ETF | $4,909,390 | $8,376 ▲ | 0.2% | 76,779 | 0.9% | ETF |
PHB Invesco Fundamental High Yield Corporate Bond ETF | $4,241,595 | $38,452 ▼ | -0.9% | 229,772 | 0.8% | ETF |
TFI SPDR Nuveen ICE Municipal Bond ETF | $3,401,933 | $26,802 ▲ | 0.8% | 76,157 | 0.6% | Finance |
MSFT Microsoft | $3,214,554 | $68,141 ▲ | 2.2% | 6,463 | 0.6% | Computer and Technology |
IWF iShares Russell 1000 Growth ETF | $3,057,505 | $52,650 ▼ | -1.7% | 7,201 | 0.5% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $2,986,197 | | 0.0% | 102,232 | 0.5% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $2,458,571 | $127,249 ▲ | 5.5% | 45,211 | 0.4% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $2,399,049 | $226,375 ▲ | 10.4% | 56,316 | 0.4% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $1,630,335 | $45,308 ▲ | 2.9% | 21,770 | 0.3% | ETF |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | $1,441,806 | $27,204 ▼ | -1.9% | 33,973 | 0.3% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $1,301,820 | $17,152 ▲ | 1.3% | 15,711 | 0.2% | Manufacturing |
RSP Invesco S&P 500 Equal Weight ETF | $1,270,240 | | 0.0% | 6,989 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $1,268,936 | $116,544 ▼ | -8.4% | 4,377 | 0.2% | Finance |
NVDA NVIDIA | $1,140,413 | $23,699 ▼ | -2.0% | 7,218 | 0.2% | Computer and Technology |
SCHO Schwab Short-Term U.S. Treasury ETF | $1,114,992 | $2,755 ▼ | -0.2% | 45,734 | 0.2% | ETF |
AMZN Amazon.com | $1,010,072 | $65,817 ▲ | 7.0% | 4,604 | 0.2% | Retail/Wholesale |
JNJ Johnson & Johnson | $989,815 | $2,597 ▲ | 0.3% | 6,480 | 0.2% | Medical |
QQQ Invesco QQQ | $976,746 | $5,515 ▲ | 0.6% | 1,771 | 0.2% | Finance |
META Meta Platforms | $974,279 | | 0.0% | 1,320 | 0.2% | Computer and Technology |
VUG Vanguard Growth ETF | $960,571 | | 0.0% | 2,191 | 0.2% | ETF |
VTI Vanguard Total Stock Market ETF | $810,339 | $8,815 ▼ | -1.1% | 2,666 | 0.1% | ETF |
T AT&T | $800,570 | $1,158 ▲ | 0.1% | 27,663 | 0.1% | Computer and Technology |
V Visa | $744,185 | | 0.0% | 2,096 | 0.1% | Business Services |
MRK Merck & Co., Inc. | $722,335 | $1,583 ▼ | -0.2% | 9,125 | 0.1% | Medical |
GOOG Alphabet | $699,804 | | 0.0% | 3,945 | 0.1% | Computer and Technology |
HD Home Depot | $687,083 | $1,833 ▼ | -0.3% | 1,874 | 0.1% | Retail/Wholesale |
SCHV Schwab U.S. Large-Cap Value ETF | $670,638 | | 0.0% | 24,237 | 0.1% | ETF |
IBM International Business Machines | $614,929 | $295 ▼ | 0.0% | 2,086 | 0.1% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $614,155 | $66,511 ▲ | 12.1% | 3,001 | 0.1% | ETF |
COKE Coca-Cola Consolidated | $603,781 | | 0.0% | 8,534 | 0.1% | Consumer Staples |
BAC Bank of America | $568,834 | | 0.0% | 12,021 | 0.1% | Finance |
VTV Vanguard Value ETF | $566,982 | | 0.0% | 3,208 | 0.1% | ETF |
ORCL Oracle | $546,138 | | 0.0% | 2,498 | 0.1% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $539,461 | | 0.0% | 950 | 0.1% | ETF |
FBND Fidelity Total Bond ETF | $485,682 | | 0.0% | 10,616 | 0.1% | ETF |
CSCO Cisco Systems | $468,801 | | 0.0% | 6,757 | 0.1% | Computer and Technology |
IWD iShares Russell 1000 Value ETF | $434,009 | $21,943 ▼ | -4.8% | 2,235 | 0.1% | ETF |
CL Colgate-Palmolive | $433,789 | $455 ▼ | -0.1% | 4,772 | 0.1% | Consumer Staples |
DFUS Dimensional U.S. Equity ETF | $383,421 | | 0.0% | 5,721 | 0.1% | ETF |
WMT Walmart | $381,737 | | 0.0% | 3,904 | 0.1% | Retail/Wholesale |
NEE NextEra Energy | $355,567 | $1,735 ▲ | 0.5% | 5,122 | 0.1% | Utilities |
COST Costco Wholesale | $344,864 | | 0.0% | 348 | 0.1% | Retail/Wholesale |
CVX Chevron | $343,656 | | 0.0% | 2,400 | 0.1% | Energy |
GOOGL Alphabet | $333,780 | | 0.0% | 1,894 | 0.1% | Computer and Technology |
VT Vanguard Total World Stock ETF | $327,296 | | 0.0% | 2,547 | 0.1% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $327,285 | | 0.0% | 2,360 | 0.1% | ETF |
NFLX Netflix | $318,713 | | 0.0% | 238 | 0.1% | Consumer Discretionary |
PEG Public Service Enterprise Group | $307,425 | | 0.0% | 3,652 | 0.1% | Utilities |
DIS Walt Disney | $285,025 | | 0.0% | 2,298 | 0.1% | Consumer Discretionary |
ISHARES TR
| $266,562 | $40,748 ▼ | -13.3% | 785 | 0.0% | RUSSELL 1000 US |
VZ Verizon Communications | $247,632 | $563 ▲ | 0.2% | 5,723 | 0.0% | Computer and Technology |
UNH UnitedHealth Group | $235,849 | $235,849 ▲ | New Holding | 756 | 0.0% | Medical |
PM Philip Morris International | $230,064 | | 0.0% | 3,924 | 0.0% | Consumer Staples |
VEU Vanguard FTSE All-World ex-US ETF | $225,271 | $225,271 ▲ | New Holding | 3,351 | 0.0% | ETF |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $219,336 | $7,499 ▼ | -3.3% | 7,488 | 0.0% | ETF |
BK Bank of New York Mellon | $218,664 | | 0.0% | 2,400 | 0.0% | Finance |
C Citigroup | $213,992 | $213,992 ▲ | New Holding | 2,514 | 0.0% | Financial Services |
PG Procter & Gamble | $208,709 | $1,593 ▼ | -0.8% | 1,310 | 0.0% | Consumer Staples |
REZI Resideo Technologies | $0 | $269,093 ▼ | -100.0% | 0 | 0.0% | Industrials |
BMY Bristol Myers Squibb | $0 | $213,587 ▼ | -100.0% | 0 | 0.0% | Medical |
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