VTI Vanguard Total Stock Market ETF | $10,654 | $3,000 ▲ | 39.2% | 40,992 | 7.7% | ETF |
MSFT Microsoft | $6,404 | $64 ▼ | -1.0% | 15,221 | 4.6% | Computer and Technology |
AMZN Amazon.com | $5,857 | $34 ▲ | 0.6% | 32,470 | 4.2% | Retail/Wholesale |
SPLG SPDR Portfolio S&P 500 ETF | $5,581 | $1,931 ▼ | -25.7% | 90,705 | 4.0% | ETF |
BNDX Vanguard Total International Bond ETF | $5,198 | $1,901 ▲ | 57.6% | 105,669 | 3.7% | ETF |
AAPL Apple | $5,025 | $578 ▼ | -10.3% | 29,304 | 3.6% | Computer and Technology |
COST Costco Wholesale | $4,757 | $7 ▲ | 0.2% | 6,494 | 3.4% | Retail/Wholesale |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $4,496 | $1,982 ▲ | 78.9% | 55,843 | 3.2% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $4,282 | $1,331 ▲ | 45.1% | 55,386 | 3.1% | ETF |
GOOGL Alphabet | $3,987 | $38 ▲ | 1.0% | 26,419 | 2.9% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $2,905 | $1,092 ▲ | 60.3% | 57,899 | 2.1% | ETF |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $2,714 | $1,311 ▲ | 93.5% | 55,337 | 2.0% | ETF |
BND Vanguard Total Bond Market ETF | $2,546 | $443 ▼ | -14.8% | 35,058 | 1.8% | ETF |
DFSV Dimensional US Small Cap Value ETF | $2,055 | $881 ▲ | 75.1% | 68,275 | 1.5% | ETF |
IVV iShares Core S&P 500 ETF | $2,033 | $6 ▲ | 0.3% | 3,866 | 1.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $1,530 | $2 ▲ | 0.1% | 2,926 | 1.1% | Finance |
SPGI S&P Global | $1,496 | $21 ▼ | -1.4% | 3,517 | 1.1% | Business Services |
CMCSA Comcast | $1,464 | $112 ▼ | -7.1% | 33,778 | 1.1% | Consumer Discretionary |
PG Procter & Gamble | $1,389 | $8 ▲ | 0.6% | 8,559 | 1.0% | Consumer Staples |
LOW Lowe's Companies | $1,384 | $71 ▼ | -4.9% | 5,434 | 1.0% | Retail/Wholesale |
DIA SPDR Dow Jones Industrial Average ETF Trust | $1,353 | $6 ▲ | 0.4% | 3,402 | 1.0% | Finance |
JNJ Johnson & Johnson | $1,323 | $81 ▼ | -5.8% | 8,361 | 1.0% | Medical |
EOG EOG Resources | $1,307 | $243 ▼ | -15.7% | 10,226 | 0.9% | Oils/Energy |
CB Chubb | $1,264 | $80 ▲ | 6.8% | 4,879 | 0.9% | Finance |
V Visa | $1,239 | $44 ▼ | -3.4% | 4,439 | 0.9% | Business Services |
QUAL iShares MSCI USA Quality Factor ETF | $1,226 | $453 ▼ | -27.0% | 7,462 | 0.9% | ETF |
TMO Thermo Fisher Scientific | $1,221 | $1 ▲ | 0.1% | 2,101 | 0.9% | Medical |
FDX FedEx | $1,180 | $53 ▼ | -4.3% | 4,074 | 0.9% | Transportation |
SHW Sherwin-Williams | $1,143 | $2 ▲ | 0.2% | 3,290 | 0.8% | Construction |
XLE Energy Select Sector SPDR Fund | $1,139 | $5 ▼ | -0.4% | 12,065 | 0.8% | ETF |
EFV iShares MSCI EAFE Value ETF | $1,131 | $424 ▼ | -27.3% | 20,797 | 0.8% | ETF |
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund | $1,114 | $9 ▲ | 0.8% | 21,236 | 0.8% | ETF |
WMT Walmart | $1,107 | $721 ▲ | 186.7% | 18,404 | 0.8% | Retail/Wholesale |
APD Air Products and Chemicals | $1,045 | $233 ▼ | -18.2% | 4,313 | 0.8% | Basic Materials |
IWB iShares Russell 1000 ETF | $1,025 | $448 ▼ | -30.4% | 3,559 | 0.7% | ETF |
DHR Danaher | $1,007 | $29 ▲ | 3.0% | 4,031 | 0.7% | Multi-Sector Conglomerates |
EFG iShares MSCI EAFE Growth ETF | $993 | $361 ▼ | -26.7% | 9,568 | 0.7% | ETF |
INGR Ingredion | $992 | $18 ▼ | -1.8% | 8,488 | 0.7% | Consumer Staples |
LINDE PLC
| $970 | $20 ▼ | -2.0% | 2,089 | 0.7% | SHS |
LLY Eli Lilly and Company | $944 | $291 ▲ | 44.6% | 1,213 | 0.7% | Medical |
BDX Becton, Dickinson and Company | $926 | $41 ▲ | 4.6% | 3,741 | 0.7% | Medical |
DISV Dimensional International Small Cap Value ETF | $910 | $374 ▲ | 69.6% | 33,472 | 0.7% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $893 | $170 ▼ | -16.0% | 8,531 | 0.6% | ETF |
INTU Intuit | $892 | $374 ▲ | 72.3% | 1,373 | 0.6% | Computer and Technology |
SYY Sysco | $891 | $49 ▲ | 5.9% | 10,976 | 0.6% | Consumer Staples |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $883 | $300 ▲ | 51.4% | 34,638 | 0.6% | ETF |
AFL Aflac | $882 | $6 ▲ | 0.6% | 10,269 | 0.6% | Finance |
UNH UnitedHealth Group | $880 | $86 ▲ | 10.8% | 1,778 | 0.6% | Medical |
MUB iShares National Muni Bond ETF | $845 | $159 ▼ | -15.8% | 7,850 | 0.6% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $822 | $403 ▼ | -32.9% | 17,867 | 0.6% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $763 | $268 ▼ | -26.0% | 16,727 | 0.5% | Manufacturing |
DFGR Dimensional Global Real Estate ETF | $759 | $308 ▲ | 68.4% | 29,733 | 0.5% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $749 | $124 ▼ | -14.2% | 6,513 | 0.5% | Manufacturing |
ECL Ecolab | $716 | $1 ▲ | 0.1% | 3,102 | 0.5% | Basic Materials |
XOM Exxon Mobil | $700 | $6 ▲ | 0.8% | 6,023 | 0.5% | Oils/Energy |
WST West Pharmaceutical Services | $694 | $3 ▲ | 0.4% | 1,755 | 0.5% | Medical |
CVX Chevron | $682 | $9 ▼ | -1.3% | 4,326 | 0.5% | Oils/Energy |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $680 | $0 ▲ | 0.1% | 11,613 | 0.5% | ETF |
UPS United Parcel Service | $646 | $107 ▼ | -14.2% | 4,344 | 0.5% | Transportation |
RSG Republic Services | $637 | $2 ▲ | 0.3% | 3,327 | 0.5% | Business Services |
PEP PepsiCo | $595 | $12 ▲ | 2.1% | 3,397 | 0.4% | Consumer Staples |
SCHB Schwab US Broad Market ETF | $561 | $46 ▼ | -7.6% | 9,186 | 0.4% | ETF |
ABT Abbott Laboratories | $551 | $3 ▲ | 0.5% | 4,847 | 0.4% | Medical |
ADBE Adobe | $550 | $70 ▲ | 14.6% | 1,090 | 0.4% | Computer and Technology |
BLK BlackRock | $538 | $2 ▲ | 0.3% | 646 | 0.4% | Finance |
CVS CVS Health | $519 | $198 ▲ | 61.4% | 6,511 | 0.4% | Retail/Wholesale |
BALL Ball | $507 | $1 ▲ | 0.2% | 7,525 | 0.4% | Industrial Products |
ES Eversource Energy | $497 | $133 ▼ | -21.1% | 8,313 | 0.4% | Utilities |
NOW ServiceNow | $481 | $481 ▲ | New Holding | 631 | 0.3% | Computer and Technology |
IEMG iShares Core MSCI Emerging Markets ETF | $466 | $186 ▼ | -28.5% | 9,038 | 0.3% | ETF |
TGT Target | $465 | $3 ▲ | 0.7% | 2,624 | 0.3% | Retail/Wholesale |
PHM PulteGroup | $463 | $78 ▲ | 20.4% | 3,840 | 0.3% | Construction |
ACN Accenture | $459 | $107 ▲ | 30.6% | 1,324 | 0.3% | Business Services |
KO Coca-Cola | $452 | | 0.0% | 7,383 | 0.3% | Consumer Staples |
CHD Church & Dwight | $450 | $0 ▲ | 0.0% | 4,317 | 0.3% | Consumer Staples |
SLB Schlumberger | $427 | $259 ▼ | -37.7% | 7,791 | 0.3% | Oils/Energy |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $424 | $1 ▲ | 0.2% | 3,676 | 0.3% | ETF |
CSCO Cisco Systems | $413 | $3 ▲ | 0.6% | 8,281 | 0.3% | Computer and Technology |
JPM JPMorgan Chase & Co. | $406 | $102 ▲ | 33.6% | 2,025 | 0.3% | Finance |
CLX Clorox | $404 | $3 ▲ | 0.8% | 2,637 | 0.3% | Consumer Staples |
IYW iShares U.S. Technology ETF | $398 | $147 ▼ | -27.0% | 2,950 | 0.3% | Manufacturing |
ADP Automatic Data Processing | $397 | $2 ▲ | 0.6% | 1,591 | 0.3% | Business Services |
USMV iShares MSCI USA Min Vol Factor ETF | $389 | $145 ▼ | -27.1% | 4,660 | 0.3% | ETF |
WTRG Essential Utilities | $387 | $3 ▲ | 0.9% | 10,438 | 0.3% | Utilities |
VNQ Vanguard Real Estate ETF | $382 | $3 ▲ | 0.8% | 4,418 | 0.3% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $378 | $2 ▲ | 0.5% | 7,470 | 0.3% | ETF |
DSI iShares MSCI KLD 400 Social ETF | $365 | $5 ▼ | -1.3% | 3,624 | 0.3% | ETF |
MA Mastercard | $363 | $363 ▲ | New Holding | 754 | 0.3% | Business Services |
HD Home Depot | $362 | $2 ▲ | 0.5% | 944 | 0.3% | Retail/Wholesale |
TJX TJX Companies | $360 | $1 ▲ | 0.3% | 3,549 | 0.3% | Retail/Wholesale |
PSA Public Storage | $359 | $71 ▼ | -16.4% | 1,237 | 0.3% | Finance |
TIP iShares TIPS Bond ETF | $356 | $119 ▼ | -25.1% | 3,312 | 0.3% | ETF |
ETN Eaton | $349 | $349 ▲ | New Holding | 1,115 | 0.3% | Industrial Products |
TFLO iShares Treasury Floating Rate Bond ETF | $348 | $165 ▼ | -32.2% | 6,869 | 0.3% | ETF |
MCD McDonald's | $342 | $85 ▼ | -19.9% | 1,211 | 0.2% | Retail/Wholesale |
MCK McKesson | $319 | $43 ▲ | 15.6% | 594 | 0.2% | Medical |
MBB iShares MBS ETF | $317 | $210 ▼ | -39.8% | 3,432 | 0.2% | ETF |
BRO Brown & Brown | $310 | $1 ▲ | 0.2% | 3,537 | 0.2% | Finance |
SCHW Charles Schwab | $296 | $6 ▼ | -1.8% | 4,093 | 0.2% | Finance |
CTAS Cintas | $294 | $1 ▲ | 0.2% | 428 | 0.2% | Industrial Products |
PLD Prologis | $291 | $2 ▲ | 0.6% | 2,234 | 0.2% | Finance |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $286 | $319 ▼ | -52.7% | 13,987 | 0.2% | ETF |
IVW iShares S&P 500 Growth ETF | $285 | $114 ▼ | -28.5% | 3,379 | 0.2% | ETF |
INTC Intel | $283 | $1 ▲ | 0.3% | 6,401 | 0.2% | Computer and Technology |
AWK American Water Works | $281 | $2 ▲ | 0.6% | 2,295 | 0.2% | Utilities |
BRK.B Berkshire Hathaway | $280 | | 0.0% | 666 | 0.2% | Finance |
CRM Salesforce | $277 | $41 ▼ | -12.8% | 921 | 0.2% | Computer and Technology |
IBTE iShares iBonds Dec 2024 Term Treasury ETF | $276 | $75 ▼ | -21.4% | 11,549 | 0.2% | Manufacturing |
ORCL Oracle | $275 | $1 ▲ | 0.3% | 2,186 | 0.2% | Computer and Technology |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $271 | $74 ▼ | -21.5% | 11,941 | 0.2% | Manufacturing |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $266 | $231 ▼ | -46.5% | 13,872 | 0.2% | ETF |
VBR Vanguard Small-Cap Value ETF | $261 | $1 ▲ | 0.5% | 1,363 | 0.2% | ETF |
DHI D.R. Horton | $256 | $256 ▲ | New Holding | 1,555 | 0.2% | Construction |
AMGN Amgen | $255 | $2 ▲ | 0.8% | 898 | 0.2% | Medical |
AZO AutoZone | $252 | $252 ▲ | New Holding | 80 | 0.2% | Retail/Wholesale |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $252 | $75 ▼ | -22.8% | 10,839 | 0.2% | Manufacturing |
RTX RTX | $250 | $1 ▲ | 0.6% | 2,568 | 0.2% | Aerospace |
TSCO Tractor Supply | $249 | $4 ▲ | 1.8% | 953 | 0.2% | Retail/Wholesale |
GOOG Alphabet | $246 | | 0.0% | 1,617 | 0.2% | Computer and Technology |
WMS Advanced Drainage Systems | $239 | $239 ▲ | New Holding | 1,388 | 0.2% | Construction |
BSCO Invesco BulletShares 2024 Corporate Bond ETF | $234 | $304 ▼ | -56.5% | 11,143 | 0.2% | ETF |
EQIX Equinix | $233 | $1 ▲ | 0.4% | 282 | 0.2% | Finance |
DE Deere & Company | $225 | $41 ▼ | -15.3% | 548 | 0.2% | Industrial Products |
MRK Merck & Co., Inc. | $220 | $40 ▼ | -15.2% | 1,670 | 0.2% | Medical |
GOVT iShares U.S. Treasury Bond ETF | $220 | $82 ▼ | -27.0% | 9,642 | 0.2% | ETF |
KLAC KLA | $219 | $219 ▲ | New Holding | 314 | 0.2% | Computer and Technology |
XLC Communication Services Select Sector SPDR Fund | $218 | $218 ▲ | New Holding | 2,668 | 0.2% | ETF |
LMT Lockheed Martin | $209 | $1 ▲ | 0.7% | 459 | 0.2% | Aerospace |
XLB Materials Select Sector SPDR Fund | $207 | $207 ▲ | New Holding | 2,226 | 0.1% | ETF |
XLK Technology Select Sector SPDR Fund | $205 | $205 ▲ | New Holding | 985 | 0.1% | ETF |
XLI Industrial Select Sector SPDR Fund | $203 | $203 ▲ | New Holding | 1,613 | 0.1% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $0 | $262 ▼ | -100.0% | 0 | 0.0% | ETF |
SWKS Skyworks Solutions | $0 | $258 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
JKHY Jack Henry & Associates | $0 | $248 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
VNLA Janus Henderson Short Duration Income ETF | $0 | $231 ▼ | -100.0% | 0 | 0.0% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $0 | $222 ▼ | -100.0% | 0 | 0.0% | ETF |
TSLA Tesla | $0 | $207 ▼ | -100.0% | 0 | 0.0% | Auto/Tires/Trucks |
NEE NextEra Energy | $0 | $201 ▼ | -100.0% | 0 | 0.0% | Utilities |