SCHX Schwab US Large-Cap ETF | $14,826,477 | $920,094 ▲ | 6.6% | 606,647 | 10.1% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $8,466,302 | $419,253 ▲ | 5.2% | 289,841 | 5.8% | ETF |
IVV iShares Core S&P 500 ETF | $6,991,585 | $32,912 ▼ | -0.5% | 11,259 | 4.8% | ETF |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $6,740,625 | $73,293 ▲ | 1.1% | 328,971 | 4.6% | ETF |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | $5,391,207 | $251,540 ▼ | -4.5% | 245,277 | 3.7% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $5,272,082 | $149,936 ▲ | 2.9% | 130,206 | 3.6% | ETF |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $5,236,941 | $98,344 ▲ | 1.9% | 280,049 | 3.6% | ETF |
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | $4,602,414 | $589,378 ▲ | 14.7% | 56,443 | 3.1% | ETF |
SCHA Schwab US Small-Cap ETF | $4,447,142 | $224,160 ▼ | -4.8% | 175,775 | 3.0% | ETF |
IBDW iShares iBonds Dec 2031 Term Corporate ETF | $4,390,859 | $244,106 ▼ | -5.3% | 208,691 | 3.0% | ETF |
FNDX Schwab Fundamental U.S. Large Company ETF | $4,276,616 | $121,253 ▲ | 2.9% | 174,270 | 2.9% | ETF |
BSCU Invesco BulletShares 2030 Corporate Bond ETF | $4,220,041 | $166,273 ▲ | 4.1% | 251,492 | 2.9% | Manufacturing |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $4,113,178 | $80,722 ▼ | -1.9% | 176,304 | 2.8% | ETF |
VIG Vanguard Dividend Appreciation ETF | $3,106,047 | $122,195 ▲ | 4.1% | 15,175 | 2.1% | ETF |
SCHB Schwab US Broad Market ETF | $2,950,504 | $187,043 ▲ | 6.8% | 123,814 | 2.0% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $2,934,299 | $559,159 ▲ | 23.5% | 30,783 | 2.0% | ETF |
VYM Vanguard High Dividend Yield ETF | $2,846,764 | $290,502 ▲ | 11.4% | 21,353 | 1.9% | ETF |
BLV Vanguard Long-Term Bond ETF | $2,317,838 | $407,991 ▼ | -15.0% | 33,331 | 1.6% | ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $2,255,223 | $46,021 ▲ | 2.1% | 114,769 | 1.5% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $2,179,305 | $223,907 ▲ | 11.5% | 78,760 | 1.5% | ETF |
BSCV Invesco BulletShares 2031 Corporate Bond ETF | $2,171,053 | $353,563 ▲ | 19.5% | 131,339 | 1.5% | ETF |
AAPL Apple | $2,073,982 | $87,211 ▼ | -4.0% | 10,107 | 1.4% | Computer and Technology |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $1,872,381 | $18,379 ▼ | -1.0% | 73,657 | 1.3% | ETF |
JPM JPMorgan Chase & Co. | $1,613,803 | $48,710 ▼ | -2.9% | 5,566 | 1.1% | Finance |
BSV Vanguard Short-Term Bond ETF | $1,577,714 | $83,895 ▲ | 5.6% | 20,047 | 1.1% | ETF |
SCHF Schwab International Equity ETF | $1,556,267 | $37,792 ▲ | 2.5% | 70,418 | 1.1% | ETF |
IBDX iShares iBonds Dec 2032 Term Corporate ETF | $1,399,408 | $163,797 ▼ | -10.5% | 55,345 | 1.0% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $1,393,883 | $208,555 ▲ | 17.6% | 19,175 | 0.9% | ETF |
BSCW Invesco BulletShares 2032 Corporate Bond ETF | $1,284,166 | $509,604 ▲ | 65.8% | 62,338 | 0.9% | ETF |
VFMO Vanguard U.S. Momentum Factor ETF | $1,260,560 | $743,120 ▲ | 143.6% | 7,306 | 0.9% | ETF |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | $1,204,191 | $2,928 ▲ | 0.2% | 28,373 | 0.8% | ETF |
CVX Chevron | $1,194,110 | $9,595 ▼ | -0.8% | 8,338 | 0.8% | Energy |
MSFT Microsoft | $1,162,122 | $86,065 ▼ | -6.9% | 2,336 | 0.8% | Computer and Technology |
QUS SPDR MSCI USA StrategicFactors ETF | $1,152,336 | $104,387 ▲ | 10.0% | 7,065 | 0.8% | ETF |
IJR iShares Core S&P Small-Cap ETF | $1,126,996 | $450,755 ▲ | 66.7% | 10,311 | 0.8% | ETF |
VOO Vanguard S&P 500 ETF | $1,111,655 | $254,482 ▲ | 29.7% | 1,957 | 0.8% | ETF |
QQQ Invesco QQQ | $1,108,650 | $9,933 ▲ | 0.9% | 2,009 | 0.8% | Finance |
HD Home Depot | $1,092,883 | $48,043 ▼ | -4.2% | 2,980 | 0.7% | Retail/Wholesale |
SCHE Schwab Emerging Markets Equity ETF | $1,092,646 | $20,888 ▼ | -1.9% | 36,251 | 0.7% | ETF |
IBDY iShares iBonds Dec 2033 Term Corporate ETF | $1,075,120 | $622,970 ▼ | -36.7% | 41,502 | 0.7% | ETF |
USRT iShares Core U.S. REIT ETF | $1,073,931 | $1,301 ▲ | 0.1% | 18,987 | 0.7% | ETF |
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | $1,019,707 | $63,097 ▼ | -5.8% | 44,200 | 0.7% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $923,981 | $252,824 ▲ | 37.7% | 11,947 | 0.6% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $909,028 | $1,683 ▼ | -0.2% | 32,407 | 0.6% | ETF |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $812,523 | $46,124 ▼ | -5.4% | 34,827 | 0.6% | ETF |
SCHD Schwab US Dividend Equity ETF | $757,840 | $13,939 ▼ | -1.8% | 28,597 | 0.5% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $716,898 | $716,898 ▲ | New Holding | 3,921 | 0.5% | ETF |
GOOGL Alphabet | $707,448 | $29,433 ▼ | -4.0% | 4,014 | 0.5% | Computer and Technology |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $674,112 | $28,229 ▲ | 4.4% | 4,991 | 0.5% | ETF |
SO Southern | $672,575 | $4,776 ▼ | -0.7% | 7,323 | 0.5% | Utilities |
XOM Exxon Mobil | $622,931 | $2,480 ▼ | -0.4% | 5,777 | 0.4% | Energy |
KO CocaCola | $617,749 | $1,698 ▲ | 0.3% | 8,731 | 0.4% | Consumer Staples |
VO Vanguard Mid-Cap ETF | $607,421 | $136,600 ▲ | 29.0% | 2,170 | 0.4% | ETF |
ORCL Oracle | $589,694 | $1,312 ▲ | 0.2% | 2,697 | 0.4% | Computer and Technology |
AMZN Amazon.com | $523,026 | $97,190 ▼ | -15.7% | 2,384 | 0.4% | Retail/Wholesale |
GLD SPDR Gold Shares | $501,445 | $501,445 ▲ | New Holding | 1,645 | 0.3% | Finance |
VYMI Vanguard International High Dividend Yield ETF | $483,783 | $58,249 ▲ | 13.7% | 6,038 | 0.3% | ETF |
INVESCO EXCH TRD SLF IDX FD
| $465,209 | $103,481 ▼ | -18.2% | 21,943 | 0.3% | INVESCO BULLETSH |
EMR Emerson Electric | $449,412 | $800 ▲ | 0.2% | 3,370 | 0.3% | Industrials |
XLK Technology Select Sector SPDR Fund | $445,916 | $253 ▲ | 0.1% | 1,760 | 0.3% | ETF |
TLT iShares 20+ Year Treasury Bond ETF | $441,779 | $441,779 ▲ | New Holding | 5,005 | 0.3% | ETF |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $433,454 | $11,746 ▼ | -2.6% | 20,960 | 0.3% | ETF |
PG Procter & Gamble | $429,951 | $1,434 ▲ | 0.3% | 2,698 | 0.3% | Consumer Staples |
LLY Eli Lilly and Company | $399,119 | | 0.0% | 512 | 0.3% | Medical |
CSL Carlisle Companies | $394,684 | | 0.0% | 1,057 | 0.3% | Multi-Sector Conglomerates |
UNP Union Pacific | $326,952 | $920 ▲ | 0.3% | 1,421 | 0.2% | Transportation |
BRK.B Berkshire Hathaway | $325,952 | $18,459 ▼ | -5.4% | 671 | 0.2% | Finance |
PM Philip Morris International | $325,913 | $1,640 ▲ | 0.5% | 1,789 | 0.2% | Consumer Staples |
NVDA NVIDIA | $319,456 | $22,751 ▲ | 7.7% | 2,022 | 0.2% | Computer and Technology |
LOW Lowe's Companies | $318,152 | $24,866 ▼ | -7.2% | 1,433 | 0.2% | Retail/Wholesale |
SPYV SPDR Portfolio S&P 500 Value ETF | $304,203 | $1,047 ▲ | 0.3% | 5,812 | 0.2% | ETF |
MRK Merck & Co., Inc. | $292,262 | $2,692 ▲ | 0.9% | 3,691 | 0.2% | Medical |
JNJ Johnson & Johnson | $290,263 | $16,814 ▼ | -5.5% | 1,899 | 0.2% | Medical |
SDY SPDR S&P Dividend ETF | $277,377 | $1,086 ▲ | 0.4% | 2,043 | 0.2% | ETF |
FENY Fidelity MSCI Energy Index ETF | $276,980 | $2,556 ▲ | 0.9% | 11,811 | 0.2% | ETF |
IWD iShares Russell 1000 Value ETF | $274,253 | | 0.0% | 1,412 | 0.2% | ETF |
GOOG Alphabet | $273,094 | $27,327 ▼ | -9.1% | 1,539 | 0.2% | Computer and Technology |
FNDF Schwab Fundamental International Equity ETF | $254,718 | $1,121 ▲ | 0.4% | 6,364 | 0.2% | ETF |
V Visa | $249,855 | $49,047 ▼ | -16.4% | 703 | 0.2% | Business Services |
DTD WisdomTree U.S. Total Dividend Fund | $248,420 | | 0.0% | 3,124 | 0.2% | Finance |
SPY SPDR S&P 500 ETF Trust | $227,367 | $227,367 ▲ | New Holding | 367 | 0.2% | Finance |
RTX RTX | $216,166 | $216,166 ▲ | New Holding | 1,480 | 0.1% | Aerospace |
NSC Norfolk Southern | $213,570 | $213,570 ▲ | New Holding | 834 | 0.1% | Transportation |
GE GE Aerospace | $209,295 | $209,295 ▲ | New Holding | 813 | 0.1% | Aerospace |
EFA iShares MSCI EAFE ETF | $203,988 | $203,988 ▲ | New Holding | 2,282 | 0.1% | Finance |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $203,175 | | 0.0% | 10,408 | 0.1% | ETF |
EPD Enterprise Products Partners | $201,922 | $992 ▲ | 0.5% | 6,511 | 0.1% | Energy |
META Meta Platforms | $201,764 | $201,764 ▲ | New Holding | 273 | 0.1% | Computer and Technology |
DUK Duke Energy | $200,293 | $826 ▲ | 0.4% | 1,697 | 0.1% | Utilities |
FNDA Schwab Fundamental U.S. Small Company ETF | $0 | $224,967 ▼ | -100.0% | 0 | 0.0% | ETF |
OKE ONEOK | $0 | $221,574 ▼ | -100.0% | 0 | 0.0% | Energy |
AMGN Amgen | $0 | $212,507 ▼ | -100.0% | 0 | 0.0% | Medical |