SCHX Schwab US Large-Cap ETF | $15,239,020 | $307,372 â–¼ | -2.0% | 594,346 | 9.2% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $8,735,224 | $90,769 â–² | 1.1% | 299,870 | 5.3% | ETF |
IVV iShares Core S&P 500 ETF | $7,330,044 | $440,247 â–¼ | -5.7% | 11,222 | 4.4% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $6,276,512 | $161,829 â–² | 2.6% | 137,492 | 3.8% | ETF |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $6,264,079 | $146,433 â–¼ | -2.3% | 306,717 | 3.8% | ETF |
BSCU Invesco BulletShares 2030 Corporate Bond ETF | $6,132,251 | $398,667 â–² | 7.0% | 366,781 | 3.7% | Manufacturing |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $5,935,093 | $127,731 â–² | 2.2% | 318,058 | 3.6% | ETF |
SCHA Schwab US Small-Cap ETF | $5,914,979 | $78,487 â–² | 1.3% | 203,404 | 3.6% | ETF |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | $5,623,272 | $89,311 â–² | 1.6% | 256,888 | 3.4% | ETF |
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | $4,956,844 | $153,235 â–¼ | -3.0% | 58,550 | 3.0% | ETF |
FNDX Schwab Fundamental U.S. Large Company ETF | $4,873,350 | $128,611 â–¼ | -2.6% | 174,986 | 2.9% | ETF |
IBDW iShares iBonds Dec 2031 Term Corporate ETF | $4,425,458 | $103,206 â–¼ | -2.3% | 211,441 | 2.7% | ETF |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $4,096,852 | $49,358 â–¼ | -1.2% | 176,133 | 2.5% | ETF |
VYM Vanguard High Dividend Yield ETF | $3,649,883 | $138,176 â–² | 3.9% | 24,645 | 2.2% | Financial Services |
BIV Vanguard Intermediate-Term Bond ETF | $3,460,874 | $718,848 â–² | 26.2% | 44,842 | 2.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $3,163,060 | $31,183 â–¼ | -1.0% | 14,708 | 1.9% | ETF |
BSCV Invesco BulletShares 2031 Corporate Bond ETF | $2,948,371 | $47,421 â–² | 1.6% | 179,123 | 1.8% | ETF |
VFMO Vanguard U.S. Momentum Factor ETF | $2,807,122 | $82,191 â–² | 3.0% | 14,242 | 1.7% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $2,698,568 | $106,329 â–¼ | -3.8% | 27,562 | 1.6% | ETF |
SCHB Schwab US Broad Market ETF | $2,620,278 | $289,301 â–¼ | -9.9% | 104,394 | 1.6% | ETF |
BLV Vanguard Long-Term Bond ETF | $2,510,358 | $43,469 â–² | 1.8% | 36,498 | 1.5% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $2,501,229 | $55,266 â–² | 2.3% | 82,007 | 1.5% | ETF |
AAPL Apple | $2,477,313 | $6,345 â–² | 0.3% | 9,761 | 1.5% | Computer and Technology |
BSCW Invesco BulletShares 2032 Corporate Bond ETF | $2,436,835 | $39,570 â–¼ | -1.6% | 118,363 | 1.5% | ETF |
SCHF Schwab International Equity ETF | $2,324,488 | $48,386 â–² | 2.1% | 93,919 | 1.4% | ETF |
IJR iShares Core S&P Small-Cap ETF | $1,920,133 | $224,136 â–² | 13.2% | 15,446 | 1.2% | ETF |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $1,901,763 | $122,953 â–¼ | -6.1% | 75,079 | 1.2% | ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $1,790,837 | $187,360 â–¼ | -9.5% | 91,253 | 1.1% | ETF |
CVX Chevron | $1,766,881 | $21,724 â–¼ | -1.2% | 8,540 | 1.1% | Energy |
IBDX iShares iBonds Dec 2032 Term Corporate ETF | $1,694,708 | $72,955 â–² | 4.5% | 67,064 | 1.0% | ETF |
JPM JPMorgan Chase & Co. | $1,604,163 | $47,657 â–¼ | -2.9% | 5,453 | 1.0% | Finance |
IBDY iShares iBonds Dec 2033 Term Corporate ETF | $1,590,214 | $84,943 â–² | 5.6% | 61,517 | 1.0% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $1,551,409 | $12,706 â–² | 0.8% | 20,269 | 0.9% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $1,240,892 | $104,484 â–² | 9.2% | 37,660 | 0.8% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $1,234,586 | $6,409 â–² | 0.5% | 39,877 | 0.7% | ETF |
GOOGL Alphabet | $1,168,469 | $10,066 â–² | 0.9% | 4,063 | 0.7% | Computer and Technology |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | $1,135,256 | $92,951 â–¼ | -7.6% | 24,940 | 0.7% | ETF |
GLD SPDR Gold Shares | $1,131,663 | $31,841 â–² | 2.9% | 2,630 | 0.7% | Finance |
QQQ Invesco QQQ | $1,111,305 | $16,742 â–¼ | -1.5% | 1,925 | 0.7% | Finance |
BSV Vanguard Short-Term Bond ETF | $1,084,385 | $25,091 â–¼ | -2.3% | 13,830 | 0.7% | ETF |
VO Vanguard Mid-Cap ETF | $1,083,788 | $90,746 â–² | 9.1% | 3,774 | 0.7% | ETF |
QUS SPDR MSCI USA StrategicFactors ETF | $1,080,228 | $3,433 â–¼ | -0.3% | 6,294 | 0.7% | ETF |
XOM ExxonMobil | $953,308 | $44,450 â–¼ | -4.5% | 5,619 | 0.6% | Energy |
HD Home Depot | $937,759 | $7,894 â–¼ | -0.8% | 2,851 | 0.6% | Retail/Wholesale |
INVESCO EXCH TRD SLF IDX FD
| $937,105 | $64,718 â–² | 7.4% | 44,308 | 0.6% | INVESCO BULLETSH |
VOO Vanguard S&P 500 ETF | $928,222 | $127,309 â–¼ | -12.1% | 1,553 | 0.6% | ETF |
MSFT Microsoft | $863,728 | $740 â–² | 0.1% | 2,333 | 0.5% | Computer and Technology |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $844,646 | $13,959 â–¼ | -1.6% | 5,930 | 0.5% | ETF |
USRT iShares Core U.S. REIT ETF | $835,921 | $97,839 â–¼ | -10.5% | 14,123 | 0.5% | ETF |
SCHD Schwab US Dividend Equity ETF | $806,870 | $31,631 â–¼ | -3.8% | 26,300 | 0.5% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $724,614 | $57,392 â–² | 8.6% | 7,689 | 0.4% | ETF |
SO Southern | $706,126 | $676 â–² | 0.1% | 7,316 | 0.4% | Utilities |
QUAL iShares MSCI USA Quality Factor ETF | $683,006 | $2,110 â–² | 0.3% | 3,561 | 0.4% | ETF |
KO CocaCola | $645,401 | $76 â–² | 0.0% | 8,487 | 0.4% | Consumer Staples |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $579,194 | $101,021 â–¼ | -14.9% | 24,992 | 0.4% | ETF |
INVESCO EXCH TRD SLF IDX FD
| $556,864 | $78,156 â–² | 16.3% | 26,904 | 0.3% | BULLETSHARES 203 |
FENY Fidelity MSCI Energy Index ETF | $537,736 | $2,892 â–² | 0.5% | 15,806 | 0.3% | ETF |
AMZN Amazon.com | $483,811 | $18,536 â–¼ | -3.7% | 2,323 | 0.3% | Retail/Wholesale |
JNJ Johnson & Johnson | $470,694 | $1,711 â–² | 0.4% | 1,926 | 0.3% | Medical |
XLK Technology Select Sector SPDR Fund | $460,643 | $7,841 â–¼ | -1.7% | 3,466 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $451,406 | $126,988 â–² | 39.1% | 942 | 0.3% | Finance |
LLY Eli Lilly and Company | $446,088 | $9,198 â–¼ | -2.0% | 485 | 0.3% | Medical |
EMR Emerson Electric | $443,411 | $786 â–² | 0.2% | 3,384 | 0.3% | Industrials |
GOOG Alphabet | $435,310 | $10,897 â–¼ | -2.4% | 1,518 | 0.3% | Computer and Technology |
MRK Merck & Co., Inc. | $430,883 | $3,007 â–² | 0.7% | 3,582 | 0.3% | Medical |
SCHH Schwab U.S. REIT ETF | $389,399 | $180,495 â–² | 86.4% | 18,120 | 0.2% | ETF |
ORCL Oracle | $385,616 | $441 â–² | 0.1% | 2,621 | 0.2% | Computer and Technology |
NVDA NVIDIA | $383,685 | | 0.0% | 2,200 | 0.2% | Computer and Technology |
UNP Union Pacific | $345,569 | $243 â–² | 0.1% | 1,424 | 0.2% | Transportation |
LOW Lowe's Companies | $335,639 | $945 â–² | 0.3% | 1,421 | 0.2% | Retail/Wholesale |
CSL Carlisle Companies | $320,275 | | 0.0% | 960 | 0.2% | Multi-Sector Conglomerates |
PG Procter & Gamble | $318,826 | $20,080 â–¼ | -5.9% | 2,207 | 0.2% | Consumer Staples |
IWD iShares Russell 1000 Value ETF | $301,702 | | 0.0% | 1,412 | 0.2% | ETF |
RTX RTX | $288,959 | $772 â–² | 0.3% | 1,498 | 0.2% | Aerospace |
PM Philip Morris International | $287,909 | $3,142 â–¼ | -1.1% | 1,741 | 0.2% | Consumer Staples |
SDY SPDR S&P Dividend ETF | $284,723 | $5,254 â–¼ | -1.8% | 1,951 | 0.2% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $259,378 | $27,010 â–¼ | -9.4% | 13,281 | 0.2% | ETF |
DTD WisdomTree U.S. Total Dividend Fund | $258,994 | | 0.0% | 2,999 | 0.2% | Finance |
FNDF Schwab Fundamental International Equity ETF | $243,450 | | 0.0% | 4,975 | 0.1% | ETF |
NSC Norfolk Southern | $241,039 | $574 â–² | 0.2% | 840 | 0.1% | Transportation |
ISHARES TR
| $237,159 | $2,007 â–¼ | -0.8% | 9,100 | 0.1% | IBONDS DEC 2034 |
EPD Enterprise Products Partners | $236,061 | $12,829 â–¼ | -5.2% | 6,238 | 0.1% | Energy |
BANK NEW YORK MELLON CORP
| $229,249 | $949 â–² | 0.4% | 1,932 | 0.1% | COM |
GE GE Aerospace | $228,016 | $284 â–² | 0.1% | 804 | 0.1% | Aerospace |
DUK Duke Energy | $224,944 | $655 â–² | 0.3% | 1,718 | 0.1% | Utilities |
AMGN Amgen | $218,735 | $1,055 â–² | 0.5% | 622 | 0.1% | Medical |
SPY SPDR S&P 500 ETF Trust | $215,745 | $22,744 â–¼ | -9.5% | 332 | 0.1% | Finance |
V Visa | $214,824 | $302 â–² | 0.1% | 711 | 0.1% | Business Services |
SPYV SPDR Portfolio S&P 500 Value ETF | $205,426 | $2,206 â–¼ | -1.1% | 3,631 | 0.1% | ETF |
TLT iShares 20+ Year Treasury Bond ETF | $0 | $347,170 â–¼ | -100.0% | 0 | 0.0% | ETF |
MS Morgan Stanley | $0 | $210,904 â–¼ | -100.0% | 0 | 0.0% | Finance |
AXP American Express | $0 | $203,772 â–¼ | -100.0% | 0 | 0.0% | Finance |
