IVV iShares Core S&P 500 ETF | $159,577,981 | $14,308,268 ▼ | -8.2% | 303,536 | 11.7% | ETF |
VTI Vanguard Total Stock Market ETF | $109,467,020 | $12,694,555 ▼ | -10.4% | 421,189 | 8.0% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $64,107,024 | $14,261,274 ▲ | 28.6% | 1,277,796 | 4.7% | ETF |
VXF Vanguard Extended Market ETF | $44,716,108 | $19,956,592 ▲ | 80.6% | 255,127 | 3.3% | ETF |
BND Vanguard Total Bond Market ETF | $42,975,316 | $42,764,471 ▲ | 20,282.4% | 591,702 | 3.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $32,420,783 | $642,095 ▼ | -1.9% | 331,027 | 2.4% | Finance |
AAPL Apple | $30,731,273 | $165,821 ▼ | -0.5% | 179,212 | 2.2% | Computer and Technology |
NVDA NVIDIA | $29,941,266 | $7,316,125 ▼ | -19.6% | 33,137 | 2.2% | Computer and Technology |
SCHB Schwab US Broad Market ETF | $29,464,134 | $418,559 ▼ | -1.4% | 482,623 | 2.2% | ETF |
MSFT Microsoft | $27,468,387 | $625,611 ▼ | -2.2% | 65,289 | 2.0% | Computer and Technology |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $26,009,604 | $839,960 ▼ | -3.1% | 225,582 | 1.9% | ETF |
JMBS Janus Henderson Mortgage-Backed Securities ETF | $21,526,410 | $3,673,620 ▲ | 20.6% | 477,304 | 1.6% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $20,895,194 | $72,682 ▲ | 0.3% | 325,724 | 1.5% | ETF |
GOOGL Alphabet | $19,934,079 | $445,243 ▼ | -2.2% | 132,075 | 1.5% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $18,614,298 | $5,599,686 ▲ | 43.0% | 445,638 | 1.4% | ETF |
AMZN Amazon.com | $18,166,610 | $285,542 ▼ | -1.5% | 100,713 | 1.3% | Retail/Wholesale |
ACWX iShares MSCI ACWI ex U.S. ETF | $17,841,443 | $792,361 ▼ | -4.3% | 334,172 | 1.3% | Manufacturing |
PIMCO ETF TR
| $14,509,102 | $4,076,838 ▲ | 39.1% | 157,948 | 1.1% | ACTIVE BD ETF |
BSCO Invesco BulletShares 2024 Corporate Bond ETF | $14,458,205 | $14,323 ▼ | -0.1% | 689,471 | 1.1% | ETF |
EDV Vanguard Extended Duration Treasury ETF | $14,357,673 | $4,514,114 ▲ | 45.9% | 187,437 | 1.0% | ETF |
SCHF Schwab International Equity ETF | $14,295,055 | $436,283 ▼ | -3.0% | 366,352 | 1.0% | ETF |
JPM JPMorgan Chase & Co. | $14,107,929 | $93,941 ▼ | -0.7% | 70,434 | 1.0% | Finance |
UNP Union Pacific | $13,730,763 | $67,631 ▲ | 0.5% | 55,832 | 1.0% | Transportation |
AVGO Broadcom | $13,083,121 | $644,149 ▼ | -4.7% | 9,871 | 1.0% | Computer and Technology |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $12,852,573 | $519,453 ▲ | 4.2% | 629,103 | 0.9% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $12,284,736 | $125,307 ▲ | 1.0% | 639,497 | 0.9% | ETF |
FI Fiserv | $11,593,822 | $884,604 ▼ | -7.1% | 72,543 | 0.8% | Business Services |
VXUS Vanguard Total International Stock ETF | $11,234,191 | $182,468 ▲ | 1.7% | 186,305 | 0.8% | ETF |
MA Mastercard | $10,585,871 | $718,021 ▼ | -6.4% | 21,982 | 0.8% | Business Services |
SPHQ Invesco S&P 500 Quality ETF | $10,463,414 | $1,015,056 ▼ | -8.8% | 173,178 | 0.8% | ETF |
META Meta Platforms | $10,161,246 | $1,034,285 ▼ | -9.2% | 20,926 | 0.7% | Computer and Technology |
JPST JPMorgan Ultra-Short Income ETF | $9,584,137 | $1,364,975 ▲ | 16.6% | 189,973 | 0.7% | ETF |
LLY Eli Lilly and Company | $9,228,161 | $3,544,386 ▲ | 62.4% | 11,862 | 0.7% | Medical |
MCK McKesson | $8,845,677 | $295,267 ▼ | -3.2% | 16,477 | 0.6% | Medical |
IJR iShares Core S&P Small-Cap ETF | $8,719,253 | $67,859 ▼ | -0.8% | 78,893 | 0.6% | ETF |
NOBL ProShares S&P 500 Aristocrats ETF | $8,675,827 | $1,021,706 ▼ | -10.5% | 85,552 | 0.6% | ETF |
VOO Vanguard S&P 500 ETF | $8,534,828 | $304,283 ▼ | -3.4% | 17,755 | 0.6% | ETF |
MUB iShares National Muni Bond ETF | $8,164,688 | $637,207 ▼ | -7.2% | 75,880 | 0.6% | ETF |
LOW Lowe's Companies | $7,949,613 | $104,694 ▼ | -1.3% | 31,208 | 0.6% | Retail/Wholesale |
WMT Walmart | $7,946,290 | $5,130,695 ▲ | 182.2% | 132,064 | 0.6% | Retail/Wholesale |
IDEV iShares Core MSCI International Developed Markets ETF | $7,602,942 | $166,348 ▲ | 2.2% | 113,257 | 0.6% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $7,577,056 | $194,757 ▲ | 2.6% | 130,955 | 0.6% | ETF |
CVX Chevron | $7,460,943 | $306,016 ▲ | 4.3% | 47,299 | 0.5% | Oils/Energy |
COP ConocoPhillips | $7,269,596 | $79,805 ▼ | -1.1% | 57,115 | 0.5% | Oils/Energy |
AMP Ameriprise Financial | $7,132,979 | $425,725 ▼ | -5.6% | 16,269 | 0.5% | Finance |
TMO Thermo Fisher Scientific | $6,929,766 | $68,583 ▼ | -1.0% | 11,923 | 0.5% | Medical |
SCHX Schwab US Large-Cap ETF | $6,915,035 | $943,002 ▼ | -12.0% | 111,425 | 0.5% | ETF |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $6,897,986 | $6,897,986 ▲ | New Holding | 311,281 | 0.5% | Manufacturing |
IBTI iShares iBonds Dec 2028 Term Treasury ETF | $6,854,271 | $6,854,271 ▲ | New Holding | 312,481 | 0.5% | Manufacturing |
COST Costco Wholesale | $6,809,063 | $222,720 ▼ | -3.2% | 9,294 | 0.5% | Retail/Wholesale |
LINDE PLC
| $6,550,625 | $501,930 ▼ | -7.1% | 14,108 | 0.5% | SHS |
JNJ Johnson & Johnson | $6,300,548 | $152,812 ▼ | -2.4% | 39,829 | 0.5% | Medical |
MCD McDonald's | $6,233,632 | $272,928 ▼ | -4.2% | 22,109 | 0.5% | Retail/Wholesale |
DHR Danaher | $6,202,794 | $197,778 ▲ | 3.3% | 24,839 | 0.5% | Multi-Sector Conglomerates |
KMB Kimberly-Clark | $6,191,595 | $147,459 ▼ | -2.3% | 47,867 | 0.5% | Consumer Staples |
STZ Constellation Brands | $6,118,132 | $248,932 ▼ | -3.9% | 22,513 | 0.4% | Consumer Staples |
CSM ProShares Large Cap Core Plus | $6,110,942 | $71,791 ▼ | -1.2% | 100,614 | 0.4% | ETF |
GVI iShares Intermediate Government/Credit Bond ETF | $6,030,631 | $243,625 ▼ | -3.9% | 57,998 | 0.4% | ETF |
SCHD Schwab US Dividend Equity ETF | $5,877,846 | $37,009 ▼ | -0.6% | 72,899 | 0.4% | ETF |
ASB Associated Banc | $5,853,946 | $9,464 ▼ | -0.2% | 272,150 | 0.4% | Finance |
IJH iShares Core S&P Mid-Cap ETF | $5,263,728 | $4,270,204 ▲ | 429.8% | 86,660 | 0.4% | ETF |
UNH UnitedHealth Group | $5,033,077 | $298,799 ▲ | 6.3% | 10,174 | 0.4% | Medical |
IBTK iShares iBonds Dec 2030 Term Treasury ETF | $4,932,310 | $4,932,310 ▲ | New Holding | 253,981 | 0.4% | Manufacturing |
TGT Target | $4,693,761 | $424,595 ▲ | 9.9% | 26,487 | 0.3% | Retail/Wholesale |
GS The Goldman Sachs Group | $4,660,167 | $248,526 ▲ | 5.6% | 11,157 | 0.3% | Finance |
XLRE Real Estate Select Sector SPDR Fund | $4,622,677 | $217,020 ▲ | 4.9% | 116,941 | 0.3% | ETF |
FMB First Trust Managed Municipal ETF | $4,585,164 | | 0.0% | 89,275 | 0.3% | Manufacturing |
TXN Texas Instruments | $4,385,214 | $343,716 ▼ | -7.3% | 25,172 | 0.3% | Computer and Technology |
BAC Bank of America | $4,349,954 | $75,195 ▼ | -1.7% | 114,714 | 0.3% | Finance |
BA Boeing | $4,267,201 | $4,267,201 ▲ | New Holding | 22,111 | 0.3% | Aerospace |
BSCU Invesco BulletShares 2030 Corporate Bond ETF | $4,194,545 | $4,366,820 ▼ | -51.0% | 255,921 | 0.3% | Manufacturing |
OVL Overlay Shares Large Cap Equity ETF | $4,184,878 | $4,559 ▼ | -0.1% | 98,211 | 0.3% | Manufacturing |
LMT Lockheed Martin | $4,169,793 | $856,975 ▼ | -17.0% | 9,167 | 0.3% | Aerospace |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $4,121,867 | $5,396,241 ▼ | -56.7% | 213,679 | 0.3% | ETF |
PRF Invesco FTSE RAFI US 1000 ETF | $4,117,790 | $371,351 ▼ | -8.3% | 107,039 | 0.3% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $3,938,529 | $93,323 ▼ | -2.3% | 23,254 | 0.3% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $3,899,508 | $134,397 ▼ | -3.3% | 46,656 | 0.3% | ETF |
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF | $3,897,047 | $105,781 ▼ | -2.6% | 99,212 | 0.3% | Manufacturing |
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund | $3,861,773 | $875,554 ▼ | -18.5% | 48,729 | 0.3% | ETF |
ACN Accenture | $3,737,494 | $364,634 ▲ | 10.8% | 10,783 | 0.3% | Business Services |
ABBV AbbVie | $3,702,275 | $111,809 ▼ | -2.9% | 20,331 | 0.3% | Medical |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $3,692,900 | $6,377,744 ▼ | -63.3% | 184,001 | 0.3% | ETF |
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | $3,656,343 | $192,975 ▼ | -5.0% | 79,711 | 0.3% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $3,555,435 | $365,855 ▲ | 11.5% | 99,203 | 0.3% | ETF |
MRK Merck & Co., Inc. | $3,470,285 | $202,543 ▼ | -5.5% | 26,300 | 0.3% | Medical |
BRK.B Berkshire Hathaway | $3,196,793 | $241,799 ▲ | 8.2% | 7,602 | 0.2% | Finance |
ADBE Adobe | $3,156,273 | $25,230 ▲ | 0.8% | 6,255 | 0.2% | Computer and Technology |
AZO AutoZone | $3,151,649 | $1,071,561 ▲ | 51.5% | 1,000 | 0.2% | Retail/Wholesale |
RSPT Invesco S&P 500 Equal Weight Technology ETF | $3,094,925 | $721,289 ▲ | 30.4% | 87,949 | 0.2% | ETF |
BSMU Invesco BulletShares 2030 Municipal Bond ETF | $2,945,609 | | 0.0% | 133,165 | 0.2% | Manufacturing |
JMST JPMorgan Ultra-Short Municipal ETF | $2,894,665 | $450,317 ▼ | -13.5% | 57,049 | 0.2% | ETF |
XLU Utilities Select Sector SPDR Fund | $2,872,580 | $407,424 ▼ | -12.4% | 43,756 | 0.2% | ETF |
CB Chubb | $2,773,208 | $100,542 ▲ | 3.8% | 10,702 | 0.2% | Finance |
ISTB iShares Core 1-5 Year USD Bond ETF | $2,746,443 | $2,628,412 ▲ | 2,226.9% | 57,893 | 0.2% | Manufacturing |
CRM Salesforce | $2,700,981 | $20,480 ▲ | 0.8% | 8,968 | 0.2% | Computer and Technology |
HD Home Depot | $2,642,620 | $128,890 ▼ | -4.7% | 6,889 | 0.2% | Retail/Wholesale |
MTD Mettler-Toledo International | $2,639,948 | $73,221 ▼ | -2.7% | 1,983 | 0.2% | Computer and Technology |
MTUM iShares MSCI USA Momentum Factor ETF | $2,612,221 | $490,857 ▼ | -15.8% | 13,943 | 0.2% | ETF |
CSCO Cisco Systems | $2,552,547 | $208,225 ▼ | -7.5% | 51,143 | 0.2% | Computer and Technology |
XLK Technology Select Sector SPDR Fund | $2,521,524 | $21,868 ▼ | -0.9% | 12,107 | 0.2% | ETF |
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | $2,477,578 | $198,917 ▼ | -7.4% | 34,028 | 0.2% | ETF |
XOM Exxon Mobil | $2,477,190 | $217,950 ▼ | -8.1% | 21,311 | 0.2% | Oils/Energy |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $2,472,820 | $49,453 ▲ | 2.0% | 57,454 | 0.2% | ETF |
V Visa | $2,470,974 | $22,605 ▼ | -0.9% | 8,854 | 0.2% | Business Services |
XLB Materials Select Sector SPDR Fund | $2,461,956 | $39,014 ▼ | -1.6% | 26,504 | 0.2% | ETF |
PEG Public Service Enterprise Group | $2,451,493 | $423,986 ▼ | -14.7% | 36,710 | 0.2% | Utilities |
IEF iShares 7-10 Year Treasury Bond ETF | $2,306,296 | $292,215 ▼ | -11.2% | 24,364 | 0.2% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $2,262,153 | | 0.0% | 19,300 | 0.2% | Manufacturing |
IEMG iShares Core MSCI Emerging Markets ETF | $2,232,216 | $220,693 ▲ | 11.0% | 43,260 | 0.2% | ETF |
USB U.S. Bancorp | $2,086,149 | $5,498 ▼ | -0.3% | 46,670 | 0.2% | Finance |
MRNA Moderna | $2,084,526 | $387,559 ▲ | 22.8% | 19,562 | 0.2% | Medical |
IEI iShares 3-7 Year Treasury Bond ETF | $2,060,723 | $448,300 ▲ | 27.8% | 17,794 | 0.2% | ETF |
PG Procter & Gamble | $2,055,057 | $28,718 ▼ | -1.4% | 12,666 | 0.2% | Consumer Staples |
ARKK ARK Innovation ETF | $2,002,899 | $51,683 ▼ | -2.5% | 39,994 | 0.1% | ETF |
AMGN Amgen | $1,984,553 | $1,323,225 ▲ | 200.1% | 6,980 | 0.1% | Medical |
TSLA Tesla | $1,984,492 | $739,021 ▼ | -27.1% | 11,289 | 0.1% | Auto/Tires/Trucks |
IYR iShares U.S. Real Estate ETF | $1,982,025 | $89,001 ▲ | 4.7% | 22,047 | 0.1% | ETF |
ABT Abbott Laboratories | $1,964,613 | $67,400 ▼ | -3.3% | 17,285 | 0.1% | Medical |
CMCSA Comcast | $1,961,543 | $95,673 ▲ | 5.1% | 45,249 | 0.1% | Consumer Discretionary |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1,954,299 | $249,017 ▼ | -11.3% | 24,274 | 0.1% | ETF |
SPY SPDR S&P 500 ETF Trust | $1,831,791 | $83,691 ▲ | 4.8% | 3,502 | 0.1% | Finance |
BLK BlackRock | $1,794,122 | $74,199 ▲ | 4.3% | 2,152 | 0.1% | Finance |
EMR Emerson Electric | $1,690,751 | $508,462 ▼ | -23.1% | 14,907 | 0.1% | Industrial Products |
IYW iShares U.S. Technology ETF | $1,674,203 | $13,371 ▼ | -0.8% | 12,396 | 0.1% | Manufacturing |
SUB iShares Short-Term National Muni Bond ETF | $1,669,710 | $258,264 ▼ | -13.4% | 15,943 | 0.1% | ETF |
BSMQ Invesco BulletShares 2026 Municipal Bond ETF | $1,633,037 | | 0.0% | 69,299 | 0.1% | ETF |
NIC Nicolet Bankshares | $1,604,745 | $85,990 ▼ | -5.1% | 18,662 | 0.1% | Finance |
DIS Walt Disney | $1,598,388 | $33,527 ▲ | 2.1% | 13,063 | 0.1% | Consumer Discretionary |
VV Vanguard Large-Cap ETF | $1,590,567 | $2,398 ▲ | 0.2% | 6,634 | 0.1% | ETF |
AMD Advanced Micro Devices | $1,589,033 | $386,429 ▲ | 32.1% | 8,804 | 0.1% | Computer and Technology |
DVY iShares Select Dividend ETF | $1,566,726 | | 0.0% | 12,719 | 0.1% | ETF |
MGC Vanguard Mega Cap ETF | $1,521,495 | | 0.0% | 8,142 | 0.1% | ETF |
TLH iShares 10-20 Year Treasury Bond ETF | $1,483,023 | | 0.0% | 14,120 | 0.1% | ETF |
DE Deere & Company | $1,464,698 | $2,540,425 ▼ | -63.4% | 3,566 | 0.1% | Industrial Products |
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF | $1,404,172 | $471,884 ▲ | 50.6% | 27,522 | 0.1% | ETF |
NEE NextEra Energy | $1,333,098 | $427,238 ▲ | 47.2% | 20,859 | 0.1% | Utilities |
TJX TJX Companies | $1,244,828 | $48,479 ▼ | -3.7% | 12,274 | 0.1% | Retail/Wholesale |
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF | $1,229,714 | | 0.0% | 48,663 | 0.1% | ETF |
AFL Aflac | $1,218,009 | | 0.0% | 14,186 | 0.1% | Finance |
RSPC Invesco S&P 500 Equal Weight Communication Services ETF | $1,205,608 | $401,949 ▲ | 50.0% | 40,453 | 0.1% | ETF |
NFLX Netflix | $1,171,539 | $69,236 ▲ | 6.3% | 1,929 | 0.1% | Consumer Discretionary |
ECL Ecolab | $1,140,184 | $24,244 ▼ | -2.1% | 4,938 | 0.1% | Basic Materials |
GOOG Alphabet | $1,112,411 | $123,026 ▲ | 12.4% | 7,306 | 0.1% | Computer and Technology |
TMUS T-Mobile US | $1,095,206 | $51,904 ▼ | -4.5% | 6,710 | 0.1% | Computer and Technology |
CSX CSX | $1,077,809 | | 0.0% | 29,075 | 0.1% | Transportation |
WEC WEC Energy Group | $1,038,653 | $124,987 ▼ | -10.7% | 12,648 | 0.1% | Utilities |
IWB iShares Russell 1000 ETF | $1,017,609 | $56,742 ▲ | 5.9% | 3,533 | 0.1% | ETF |
PFE Pfizer | $970,389 | $1,555,941 ▼ | -61.6% | 34,969 | 0.1% | Medical |
MDY SPDR S&P MidCap 400 ETF Trust | $926,962 | | 0.0% | 1,666 | 0.1% | ETF |
ALL Allstate | $912,627 | $41,003 ▲ | 4.7% | 5,275 | 0.1% | Finance |
PEP PepsiCo | $912,327 | $40,777 ▲ | 4.7% | 5,213 | 0.1% | Consumer Staples |
SPLV Invesco S&P 500 Low Volatility ETF | $910,191 | $34,055 ▲ | 3.9% | 13,818 | 0.1% | ETF |
KO Coca-Cola | $897,816 | $27,225 ▼ | -2.9% | 14,675 | 0.1% | Consumer Staples |
VO Vanguard Mid-Cap ETF | $846,775 | $23,987 ▲ | 2.9% | 3,389 | 0.1% | ETF |
AMAT Applied Materials | $788,623 | $27,841 ▼ | -3.4% | 3,824 | 0.1% | Computer and Technology |
GE General Electric | $776,193 | $2,106 ▼ | -0.3% | 4,422 | 0.1% | Transportation |
GD General Dynamics | $757,073 | $38,419 ▲ | 5.3% | 2,680 | 0.1% | Aerospace |
MOAT VanEck Morningstar Wide Moat ETF | $657,618 | $139,345 ▼ | -17.5% | 7,315 | 0.0% | ETF |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $652,753 | | 0.0% | 19,968 | 0.0% | ETF |
BMY Bristol-Myers Squibb | $633,352 | $21,692 ▲ | 3.5% | 11,679 | 0.0% | Medical |
VIG Vanguard Dividend Appreciation ETF | $630,004 | $78,522 ▲ | 14.2% | 3,450 | 0.0% | ETF |
VBR Vanguard Small-Cap Value ETF | $626,488 | | 0.0% | 3,265 | 0.0% | ETF |
AMCR Amcor | $614,469 | $41,844 ▼ | -6.4% | 64,613 | 0.0% | Industrial Products |
IJK iShares S&P Mid-Cap 400 Growth ETF | $596,410 | $75,190 ▼ | -11.2% | 6,536 | 0.0% | ETF |
CPRT Copart | $594,490 | $9,731 ▼ | -1.6% | 10,264 | 0.0% | Business Services |
DTE DTE Energy | $592,996 | | 0.0% | 5,288 | 0.0% | Utilities |
IBM International Business Machines | $585,101 | $12,603 ▼ | -2.1% | 3,064 | 0.0% | Computer and Technology |
HON Honeywell International | $584,962 | $20,525 ▲ | 3.6% | 2,850 | 0.0% | Multi-Sector Conglomerates |
SYK Stryker | $578,675 | $18,967 ▲ | 3.4% | 1,617 | 0.0% | Medical |
INTC Intel | $576,109 | $1,369 ▼ | -0.2% | 13,043 | 0.0% | Computer and Technology |
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF | $572,022 | | 0.0% | 22,565 | 0.0% | ETF |
HPQ HP | $570,704 | | 0.0% | 18,885 | 0.0% | Computer and Technology |
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF | $565,695 | | 0.0% | 22,475 | 0.0% | ETF |
LMBS First Trust Low Duration Opportunities ETF | $561,967 | $1,326,921 ▼ | -70.2% | 11,647 | 0.0% | Manufacturing |
IEFA iShares Core MSCI EAFE ETF | $559,618 | $73,032 ▲ | 15.0% | 7,540 | 0.0% | ETF |
VTV Vanguard Value ETF | $538,903 | $6,514 ▼ | -1.2% | 3,309 | 0.0% | ETF |
HST Host Hotels & Resorts | $528,167 | $6,928 ▼ | -1.3% | 25,540 | 0.0% | Finance |
QCOM QUALCOMM | $522,121 | $56,208 ▲ | 12.1% | 3,084 | 0.0% | Computer and Technology |
SXI Standex International | $495,638 | $23,689 ▼ | -4.6% | 2,720 | 0.0% | Industrial Products |
APD Air Products and Chemicals | $495,199 | | 0.0% | 2,044 | 0.0% | Basic Materials |
FMAR FT Vest U.S. Equity Buffer ETF - March | $475,431 | $94,254 ▲ | 24.7% | 12,116 | 0.0% | ETF |
MCO Moody's | $470,456 | $13,756 ▼ | -2.8% | 1,197 | 0.0% | Finance |
TLT iShares 20+ Year Treasury Bond ETF | $467,328 | $467,328 ▲ | New Holding | 4,939 | 0.0% | ETF |
IWF iShares Russell 1000 Growth ETF | $448,276 | $58,984 ▼ | -11.6% | 1,330 | 0.0% | ETF |
VYM Vanguard High Dividend Yield ETF | $447,179 | $37,991 ▼ | -7.8% | 3,696 | 0.0% | ETF |
VMC Vulcan Materials | $431,213 | $2,729 ▼ | -0.6% | 1,580 | 0.0% | Construction |
CVS CVS Health | $418,979 | $37,088 ▼ | -8.1% | 5,253 | 0.0% | Retail/Wholesale |
MMM 3M | $416,218 | $40,413 ▼ | -8.9% | 3,924 | 0.0% | Multi-Sector Conglomerates |
SHY iShares 1-3 Year Treasury Bond ETF | $415,442 | $355,088 ▼ | -46.1% | 5,080 | 0.0% | Manufacturing |
VB Vanguard Small-Cap ETF | $402,318 | $402,318 ▲ | New Holding | 1,760 | 0.0% | ETF |
BN Brookfield | $401,868 | $12,142 ▼ | -2.9% | 9,598 | 0.0% | Finance |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $373,711 | | 0.0% | 4,905 | 0.0% | Manufacturing |
TRV Travelers Companies | $368,914 | | 0.0% | 1,603 | 0.0% | Finance |
IBMN iShares iBonds Dec 2025 Term Muni Bond ETF | $360,622 | $102,400 ▼ | -22.1% | 13,629 | 0.0% | ETF |
VUG Vanguard Growth ETF | $354,181 | $25,815 ▼ | -6.8% | 1,029 | 0.0% | ETF |
XLY Consumer Discretionary Select Sector SPDR Fund | $333,208 | $24,825 ▼ | -6.9% | 1,812 | 0.0% | Finance |
BFC Bank First | $316,778 | $216,674 ▲ | 216.5% | 3,655 | 0.0% | Finance |
FFEB FT Vest U.S. Equity Buffer ETF - February | $311,352 | $311,352 ▲ | New Holding | 6,877 | 0.0% | ETF |
AXP American Express | $310,796 | | 0.0% | 1,365 | 0.0% | Finance |
VEU Vanguard FTSE All-World ex-US ETF | $307,971 | $307,971 ▲ | New Holding | 5,251 | 0.0% | ETF |
PSX Phillips 66 | $306,915 | $9,147 ▲ | 3.1% | 1,879 | 0.0% | Oils/Energy |
ESGV Vanguard ESG US Stock ETF | $305,663 | | 0.0% | 3,280 | 0.0% | ETF |
MBB iShares MBS ETF | $303,599 | $303,599 ▲ | New Holding | 3,285 | 0.0% | ETF |
WFC Wells Fargo & Company | $301,681 | $54,772 ▼ | -15.4% | 5,205 | 0.0% | Finance |
LNT Alliant Energy | $293,328 | $9,072 ▼ | -3.0% | 5,820 | 0.0% | Utilities |
BX Blackstone | $292,955 | | 0.0% | 2,230 | 0.0% | Finance |
MDLZ Mondelez International | $281,540 | $420 ▲ | 0.1% | 4,022 | 0.0% | Consumer Staples |
NKE NIKE | $275,737 | $5,639 ▲ | 2.1% | 2,934 | 0.0% | Consumer Discretionary |
CMI Cummins | $275,497 | $4,420 ▲ | 1.6% | 935 | 0.0% | Auto/Tires/Trucks |
UL Unilever | $272,180 | | 0.0% | 5,423 | 0.0% | Consumer Staples |
XLC Communication Services Select Sector SPDR Fund | $265,558 | $8,574 ▼ | -3.1% | 3,252 | 0.0% | ETF |
ROP Roper Technologies | $263,594 | $11,217 ▲ | 4.4% | 470 | 0.0% | Computer and Technology |
IDV iShares International Select Dividend ETF | $259,370 | $37,153 ▼ | -12.5% | 9,250 | 0.0% | ETF |
IT Gartner | $247,868 | | 0.0% | 520 | 0.0% | Business Services |
SCHW Charles Schwab | $245,811 | $9,549 ▼ | -3.7% | 3,398 | 0.0% | Finance |
BKAG BNY Mellon Core Bond ETF | $231,457 | $21,061 ▲ | 10.0% | 5,528 | 0.0% | ETF |
VGT Vanguard Information Technology ETF | $230,709 | $28,839 ▼ | -11.1% | 440 | 0.0% | ETF |
GLW Corning | $227,424 | | 0.0% | 6,900 | 0.0% | Computer and Technology |
AMT American Tower | $224,857 | $41,099 ▲ | 22.4% | 1,138 | 0.0% | Finance |
TSM Taiwan Semiconductor Manufacturing | $224,074 | $224,074 ▲ | New Holding | 1,647 | 0.0% | Computer and Technology |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $206,388 | $83,551 ▼ | -28.8% | 3,525 | 0.0% | ETF |
GLD SPDR Gold Shares | $205,720 | $170,748 ▼ | -45.4% | 1,000 | 0.0% | Finance |
DES WisdomTree U.S. SmallCap Dividend Fund | $205,230 | | 0.0% | 6,280 | 0.0% | Finance |
FAST Fastenal | $204,960 | $204,960 ▲ | New Holding | 2,657 | 0.0% | Retail/Wholesale |
BAC Bank of America | $200,976 | $4,224,174 ▼ | -95.5% | 5,300 | 0.0% | Finance |
NEUMORA THERAPEUTICS INC.
| $137,500 | | 0.0% | 10,000 | 0.0% | COM |
VXUS Vanguard Total International Stock ETF | $45,405 | $11,006,100 ▼ | -99.6% | 753 | 0.0% | ETF |
ATDRY Auto Trader Group | $30,984 | $30,984 ▲ | New Holding | 14,014 | 0.0% | Auto/Tires/Trucks |
AKBA Akebia Therapeutics | $22,417 | $22,417 ▲ | New Holding | 12,250 | 0.0% | Medical |
GRILLIT INC
| $1,050 | | 0.0% | 10,500,000 | 0.0% | COM |
SIONIX CORP
| $2 | | 0.0% | 2,361,816 | 0.0% | COM |
IBMM iShares iBonds Dec 2024 Term Muni Bond ETF | $0 | $381,429 ▼ | -100.0% | 0 | 0.0% | ETF |
ADM Archer-Daniels-Midland | $0 | $290,179 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
HUM Humana | $0 | $269,192 ▼ | -100.0% | 0 | 0.0% | Medical |
GINN Goldman Sachs Innovate Equity ETF | $0 | $236,630 ▼ | -100.0% | 0 | 0.0% | ETF |
FAPR FT Vest U.S. Equity Buffer ETF - April | $0 | $233,986 ▼ | -100.0% | 0 | 0.0% | ETF |
