SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $61,068,360 | $10,771,375 ▲ | 21.4% | 757,202 | 14.1% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $43,504,875 | $4,701,744 ▲ | 12.1% | 602,060 | 10.1% | ETF |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $40,709,690 | $3,113,998 ▲ | 8.3% | 800,899 | 9.4% | Manufacturing |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $40,526,072 | $3,662,295 ▲ | 9.9% | 1,402,286 | 9.4% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $31,869,891 | $2,149,055 ▲ | 7.2% | 193,691 | 7.4% | Manufacturing |
JCPB JPMorgan Core Plus Bond ETF | $29,416,204 | $601,032 ▲ | 2.1% | 618,637 | 6.8% | ETF |
SCHF Schwab International Equity ETF | $28,336,427 | $2,063,540 ▲ | 7.9% | 1,217,200 | 6.6% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $15,293,117 | $327,155 ▼ | -2.1% | 485,034 | 3.5% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $14,808,735 | $363,164 ▲ | 2.5% | 251,635 | 3.4% | ETF |
MBB iShares MBS ETF | $13,760,476 | $892,220 ▲ | 6.9% | 144,619 | 3.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $13,022,065 | $1,762,079 ▼ | -11.9% | 19,547 | 3.0% | Finance |
AVUV Avantis U.S. Small Cap Value ETF | $10,475,416 | $775,736 ▲ | 8.0% | 105,249 | 2.4% | ETF |
AVDV Avantis International Small Cap Value ETF | $8,001,277 | $300,831 ▲ | 3.9% | 89,872 | 1.9% | ETF |
DIHP Dimensional International High Profitability ETF | $7,396,758 | $647,050 ▲ | 9.6% | 243,354 | 1.7% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $5,626,025 | $200,213 ▲ | 3.7% | 52,688 | 1.3% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $3,901,090 | $65,251 ▲ | 1.7% | 26,784 | 0.9% | ETF |
SCHX Schwab US Large-Cap ETF | $3,695,805 | $1,283,105 ▼ | -25.8% | 140,311 | 0.9% | ETF |
AVUS Avantis U.S. Equity ETF | $2,969,913 | $164,246 ▲ | 5.9% | 27,322 | 0.7% | ETF |
MUB iShares National Muni Bond ETF | $2,831,570 | $44,939 ▲ | 1.6% | 26,590 | 0.7% | ETF |
AAPL Apple | $2,475,493 | $81,226 ▲ | 3.4% | 9,722 | 0.6% | Computer and Technology |
IWF iShares Russell 1000 Growth ETF | $2,329,872 | $9,368 ▲ | 0.4% | 4,974 | 0.5% | ETF |
MSFT Microsoft | $2,305,085 | $136,751 ▲ | 6.3% | 4,450 | 0.5% | Computer and Technology |
GE GE Aerospace | $1,883,962 | $7,520 ▲ | 0.4% | 6,263 | 0.4% | Aerospace |
IVV iShares Core S&P 500 ETF | $1,847,268 | $34,804 ▼ | -1.8% | 2,760 | 0.4% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $1,686,119 | $68,789 ▲ | 4.3% | 20,418 | 0.4% | Manufacturing |
SCHM Schwab U.S. Mid-Cap ETF | $1,600,874 | $763,906 ▼ | -32.3% | 54,011 | 0.4% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $1,554,239 | $82,168 ▲ | 5.6% | 19,445 | 0.4% | ETF |
JPM JPMorgan Chase & Co. | $1,544,951 | $17,664 ▲ | 1.2% | 4,898 | 0.4% | Finance |
VO Vanguard Mid-Cap ETF | $1,459,007 | | 0.0% | 4,967 | 0.3% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $1,436,978 | $1,510,013 ▼ | -51.2% | 7,575 | 0.3% | ETF |
SHM SPDR Nuveen ICE Short Term Municipal Bond ETF | $1,384,782 | $193 ▲ | 0.0% | 28,718 | 0.3% | Finance |
DFLV Dimensional US Large Cap Value ETF | $1,271,585 | $14,673 ▲ | 1.2% | 38,650 | 0.3% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $1,216,621 | $779,484 ▼ | -39.1% | 15,530 | 0.3% | ETF |
GOOGL Alphabet | $1,193,784 | $50,561 ▲ | 4.4% | 4,911 | 0.3% | Computer and Technology |
NVDA NVIDIA | $1,185,793 | $10,822 ▼ | -0.9% | 6,355 | 0.3% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $1,117,517 | $10,836 ▼ | -1.0% | 20,626 | 0.3% | ETF |
BSMQ Invesco BulletShares 2026 Municipal Bond ETF | $1,051,148 | $6,639 ▲ | 0.6% | 44,493 | 0.2% | ETF |
AVGO Broadcom | $1,047,465 | $29,362 ▲ | 2.9% | 3,175 | 0.2% | Computer and Technology |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $997,143 | $39,069 ▲ | 4.1% | 31,776 | 0.2% | ETF |
GOOG Alphabet | $981,432 | | 0.0% | 4,030 | 0.2% | Computer and Technology |
VUG Vanguard Growth ETF | $824,930 | $58,992 ▼ | -6.7% | 1,720 | 0.2% | ETF |
AMZN Amazon.com | $821,412 | $69,165 ▲ | 9.2% | 3,741 | 0.2% | Retail/Wholesale |
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | $796,170 | $2,767 ▼ | -0.3% | 34,526 | 0.2% | ETF |
MU Micron Technology | $766,159 | $2,175 ▲ | 0.3% | 4,579 | 0.2% | Computer and Technology |
SCHA Schwab US Small-Cap ETF | $732,895 | $13,392 ▼ | -1.8% | 26,269 | 0.2% | ETF |
META Meta Platforms | $725,638 | $26,440 ▲ | 3.8% | 988 | 0.2% | Computer and Technology |
DFUV Dimensional US Marketwide Value ETF | $723,416 | | 0.0% | 16,187 | 0.2% | ETF |
XOM Exxon Mobil | $714,874 | $116,477 ▲ | 19.5% | 6,340 | 0.2% | Energy |
IEFA iShares Core MSCI EAFE ETF | $714,196 | $2,619 ▲ | 0.4% | 8,180 | 0.2% | ETF |
BOXX Alpha Architect 1-3 Month Box ETF | $712,423 | $712,423 ▲ | New Holding | 6,257 | 0.2% | ETF |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $691,150 | $12,414 ▼ | -1.8% | 33,405 | 0.2% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $607,024 | $455,233 ▼ | -42.9% | 13,105 | 0.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $604,608 | $1,041,598 ▼ | -63.3% | 6,031 | 0.1% | Finance |
SCHW Charles Schwab | $556,400 | $2,387 ▲ | 0.4% | 5,828 | 0.1% | Finance |
FTCS First Trust Capital Strength ETF | $543,112 | | 0.0% | 5,800 | 0.1% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $539,970 | $40,280 ▲ | 8.1% | 8,995 | 0.1% | ETF |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $489,329 | | 0.0% | 20,907 | 0.1% | ETF |
BSMP Invesco BulletShares 2025 Municipal Bond ETF | $482,800 | | 0.0% | 19,686 | 0.1% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $475,811 | $1,318 ▼ | -0.3% | 7,218 | 0.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $443,648 | $8,688 ▲ | 2.0% | 7,404 | 0.1% | ETF |
BSMR Invesco BulletShares 2027 Municipal Bond ETF | $401,747 | | 0.0% | 16,980 | 0.1% | ETF |
ETN Eaton | $399,325 | $1,871 ▲ | 0.5% | 1,067 | 0.1% | Industrials |
BKNG Booking | $394,147 | | 0.0% | 73 | 0.1% | Retail/Wholesale |
MCD McDonald's | $393,193 | $5,469 ▲ | 1.4% | 1,294 | 0.1% | Retail/Wholesale |
VTI Vanguard Total Stock Market ETF | $387,897 | | 0.0% | 1,182 | 0.1% | ETF |
V Visa | $370,398 | $7,169 ▲ | 2.0% | 1,085 | 0.1% | Business Services |
LLY Eli Lilly and Company | $370,029 | $24,414 ▼ | -6.2% | 485 | 0.1% | Medical |
UNH UnitedHealth Group | $361,530 | $40,055 ▼ | -10.0% | 1,047 | 0.1% | Medical |
S SentinelOne | $352,200 | $176,100 ▲ | 100.0% | 20,000 | 0.1% | Computer and Technology |
GE VERNOVA INC
| $344,576 | $4,923 ▲ | 1.4% | 560 | 0.1% | COM |
DFSV Dimensional US Small Cap Value ETF | $341,357 | $637 ▲ | 0.2% | 10,721 | 0.1% | ETF |
SYK Stryker | $341,183 | $370 ▲ | 0.1% | 923 | 0.1% | Medical |
BAC Bank of America | $337,798 | $6,500 ▲ | 2.0% | 6,548 | 0.1% | Finance |
ORCL Oracle | $316,958 | $10,406 ▲ | 3.4% | 1,127 | 0.1% | Computer and Technology |
CVX Chevron | $308,562 | $11,026 ▲ | 3.7% | 1,987 | 0.1% | Energy |
SCHE Schwab Emerging Markets Equity ETF | $307,105 | $100 ▼ | 0.0% | 9,203 | 0.1% | ETF |
MA Mastercard | $293,506 | $10,807 ▲ | 3.8% | 516 | 0.1% | Business Services |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $290,897 | | 0.0% | 14,872 | 0.1% | ETF |
LAM RESEARCH CORP
| $281,324 | $4,017 ▲ | 1.4% | 2,101 | 0.1% | COM NEW |
IWM iShares Russell 2000 ETF | $280,916 | | 0.0% | 1,161 | 0.1% | Finance |
SCHB Schwab US Broad Market ETF | $279,913 | $409,418 ▼ | -59.4% | 10,887 | 0.1% | ETF |
IVW iShares S&P 500 Growth ETF | $276,691 | | 0.0% | 2,292 | 0.1% | ETF |
JNJ Johnson & Johnson | $264,556 | $13,534 ▲ | 5.4% | 1,427 | 0.1% | Medical |
IJR iShares Core S&P Small-Cap ETF | $257,980 | $13,784 ▼ | -5.1% | 2,171 | 0.1% | ETF |
DFAI Dimensional International Core Equity Market ETF | $255,577 | $3,308 ▲ | 1.3% | 7,031 | 0.1% | ETF |
WHR Whirlpool | $243,660 | $78,600 ▲ | 47.6% | 3,100 | 0.1% | Consumer Discretionary |
HD Home Depot | $240,340 | $6,890 ▲ | 3.0% | 593 | 0.1% | Retail/Wholesale |
AMD Advanced Micro Devices | $239,288 | $4,854 ▲ | 2.1% | 1,479 | 0.1% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $239,011 | $3,064 ▼ | -1.3% | 390 | 0.1% | ETF |
IBM International Business Machines | $238,708 | $2,539 ▲ | 1.1% | 846 | 0.1% | Computer and Technology |
BX Blackstone | $233,568 | $2,905 ▲ | 1.3% | 1,367 | 0.1% | Finance |
MDT Medtronic | $212,671 | $212,671 ▲ | New Holding | 2,233 | 0.0% | Medical |
ENB Enbridge | $210,015 | $210,015 ▲ | New Holding | 4,162 | 0.0% | Energy |
IWD iShares Russell 1000 Value ETF | $203,183 | $203,183 ▲ | New Holding | 998 | 0.0% | ETF |
OMEX Odyssey Marine Exploration | $82,485 | $14,235 ▲ | 20.9% | 42,300 | 0.0% | Transportation |
IJH iShares Core S&P Mid-Cap ETF | $0 | $201,876 ▼ | -100.0% | 0 | 0.0% | ETF |
