Berkshire Hathaway Inc BRK.B | $26.39M | 4.37 | 62,753 | +18.3% | +$4.08M | 0.75 | |
| Chemed Corporation CHE | $24.31M | 0.25 | 37,864 | +9.99% | +$2.21M | 0.69 | |
| The Progressive Corporation PGR | $25.73M | 0.02 | 124,430 | +6.72% | +$1.62M | 0.73 | |
| Stryker Corporation SYK | $18.36M | 0.01 | 51,295 | +11.66% | +$1.92M | 0.52 | |
| Caterpillar Inc. CAT | $18.77M | 0.01 | 51,216 | +8.14% | +$1.41M | 0.53 | |
| JPMorgan Chase & Co. JPM | $35.8M | 0.01 | 178,717 | +10.63% | +$3.44M | 1.02 | |
| Visa Inc. V | $30.79M | 0.01 | 110,312 | +11.47% | +$3.17M | 0.87 | |
| UnitedHealth Group Incorporated UNH | $22.45M | 0.01 | 45,385 | +6.08% | +$1.29M | 0.64 | |
| The Procter & Gamble Company PG | $18.37M | 0.01 | 113,212 | +14.84% | +$2.37M | 0.52 | |
| Exxon Mobil Corporation XOM | $28.22M | 0.01 | 242,808 | +16.32% | +$3.96M | 0.8 | |
| Broadcom Inc. AVGO | $31.58M | 0.01 | 23,824 | +5.55% | +$1.66M | 0.9 | |
| Apple Inc. AAPL | $104.5M | <0.01 | 609,409 | +13.15% | +$12.14M | 2.96 | |
| Microsoft Corporation MSFT | $112.48M | <0.01 | 267,356 | +13.51% | +$13.39M | 3.19 | |
| Walmart Inc. WMT | $21.69M | <0.01 | 360,410 | +247.14% | +$15.44M | 0.62 | |
| NVIDIA Corporation NVDA | $73.25M | <0.01 | 81,063 | +8.44% | +$5.7M | 2.08 | |
| Meta Platforms, Inc. META | $32.54M | <0.01 | 67,014 | +10.2% | +$3.01M | 0.92 | |
| Eli Lilly and Company LLY | $19.33M | <0.01 | 24,843 | +6.42% | +$1.17M | 0.55 | |
| Amazon.com, Inc. AMZN | $55.05M | <0.01 | 305,163 | +11.8% | +$5.81M | 1.56 | |
| Alphabet Inc. GOOG | $38.72M | <0.01 | 254,315 | +8.68% | +$3.09M | 1.1 | |
Alphabet Inc. GOOGL | $21.78M | <0.01 | 144,285 | +15.35% | +$2.9M | 0.62 | |
iShares MSCI USA Quality Factor ETF QUAL | $27.7M | <0.01 | 168,557 | +7,957.22% | +$27.36M | 0.79 | |
iShares iBonds Dec 2032 Term Corporate ETF IBDX | $28.58M | <0.01 | 1.15M | +97.16% | +$14.09M | 0.81 | |
First Trust Cboe Vest Fund of Buffer ETFs BUFR | $20.44M | <0.01 | 731,045 | +2,532.03% | +$19.66M | 0.58 | |
Invesco QQQ Trust QQQ | $43.46M | <0.01 | 97,873 | +540.4% | +$36.67M | 1.23 | |
iShares iBonds Dec 2031 Term Corporate ETF IBDW | $39.48M | <0.01 | 1.93M | +52.41% | +$13.58M | 1.12 | |
First Trust TCW Unconstrained Plus Bond ETF UCON | $28.52M | <0.01 | 1.16M | +78.22% | +$12.52M | 0.81 | |
Invesco BulletShares 2031 Corporate Bond ETF BSCV | $21.47M | <0.01 | 1.33M | +15.48% | +$2.88M | 0.61 | |
iShares iBonds Dec 2030 Term Corporate ETF IBDV | $30.25M | <0.01 | 1.41M | +14% | +$3.71M | 0.86 | |
Invesco BulletShares 2030 Corporate Bond ETF BSCU | $29.89M | <0.01 | 1.82M | +15.06% | +$3.91M | 0.85 | |
iShares iBonds Dec 2029 Term Corporate ETF IBDU | $39.35M | <0.01 | 1.72M | +14% | +$4.83M | 1.12 | |
SPDR S&P 500 ETF Trust SPY | $36.21M | <0.01 | 69,228 | +33.1% | +$9.01M | 1.03 | |
Invesco BulletShares 2029 Corporate Bond ETF BSCT | $21.55M | <0.01 | 1.18M | +15.47% | +$2.89M | 0.61 | |
iShares iBonds Dec 2028 Term Corporate ETF IBDT | $45.04M | <0.01 | 1.81M | -17.04% | -$9.25M | 1.28 | |
SPDR Portfolio S&P 500 ETF SPLG | $62.24M | <0.01 | 1.01M | +17.84% | +$9.42M | 1.77 | |
Invesco BulletShares 2026 Corporate Bond ETF BSCQ | $51.35M | <0.01 | 2.67M | +14.61% | +$6.55M | 1.46 | |
Bondbloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF | $34.31M | <0.01 | 681,883 | -5.39% | -$1.96M | 0.97 | |
iShares iBonds Dec 2027 Term Corporate ETF IBDS | $40.37M | <0.01 | 1.7M | +13.99% | +$4.95M | 1.15 | |
SPDR Portfolio Emerging Markets ETF SPEM | $48.82M | <0.01 | 1.35M | +20.67% | +$8.36M | 1.38 | |
Invesco BulletShares 2025 Corporate Bond ETF BSCP | $19.14M | <0.01 | 936,647 | +15.39% | +$2.55M | 0.54 | |
Schwab U.S. Large-Cap ETF SCHX | $46.13M | <0.01 | 743,309 | +5.16% | +$2.27M | 1.31 | |
Vanguard Emerging Markets Stock Index Fund VWO | $21.69M | <0.01 | 519,365 | +17.67% | +$3.26M | 0.62 | |
Schwab U.S. Dividend Equity ETF SCHD | $20.51M | <0.01 | 254,364 | +3,990.77% | +$20.01M | 0.58 | |
BNY Mellon Core Bond ETF BKAG | $26.81M | <0.01 | 640,421 | +15.63% | +$3.63M | 0.76 | |
Vanguard 500 Index Fund VOO | $18.91M | <0.01 | 39,335 | +13.89% | +$2.31M | 0.54 | |
Invesco S&P 500 Equal Weight ETF RSP | $56.23M | <0.01 | 332,007 | +33% | +$13.95M | 1.59 | |
JPMorgan Equity Premium Income ETF JEPI | $39.43M | <0.01 | 681,462 | +58.61% | +$14.57M | 1.12 | |
Vanguard Developed Markets Index Fund VEA | $57.01M | <0.01 | 1.14M | +21.7% | +$10.17M | 1.62 | |
Capital Group Dividend Value ETF CGDV | $36.32M | <0.01 | 1.12M | +12.88% | +$4.14M | 1.03 | |
First Trust Rising Dividend Achievers ETF RDVY | $23.51M | <0.01 | 418,583 | +10% | +$2.14M | 0.67 | |
iShares Core MSCI International Developed Markets ETF IDEV | $95.41M | <0.01 | 1.42M | +36.24% | +$25.38M | 2.71 |