|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
57,423 |
$34M |
10.03% |
-0.4%
|
- |
|
SPYV
|
US |
SPDR PORT S&P 500 VALUE |
412,678 |
$21M |
6.26% |
-2.9%
|
- |
|
SPLG
|
US |
SPDR PORTFOLIO S&P 500 ETF |
274,558 |
$19M |
5.62% |
-3.0%
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
223,805 |
$14M |
4.14% |
-0.7%
|
- |
|
ESGD
|
US |
ISHARES TRUST ISHARES ESG AW |
166,610 |
$13M |
3.76% |
1.5%
|
- |
|
IBDS
|
US |
ISHRS IBNDS DEC 27 CORP ETF |
493,980 |
$12M |
3.51% |
0.7%
|
- |
|
SPSM
|
US |
SPDR PORTFOLIO S&P 600 SMALL |
257,652 |
$12M |
3.43% |
-0.5%
|
- |
|
IBDT
|
US |
ISHARES IBONDS DEC 2028 ETF |
458,278 |
$11M |
3.39% |
0.6%
|
- |
|
SPMD
|
US |
SPDR PORTFOLIO S&P 400 MID C |
181,131 |
$10M |
2.94% |
-2.7%
|
- |
|
IBDR
|
US |
ISHARES IBONDS DEC 2026 TERM |
403,917 |
$10M |
2.88% |
1.0%
|
- |
|
FLOT
|
US |
ISHARES FLOATING RATE BOND E |
166,469 |
$8M |
2.51% |
-1.3%
|
- |
|
VRP
|
US |
INVESCO VARIABLE RATE PREFER |
333,901 |
$8M |
2.40% |
-1.6%
|
- |
|
CWB
|
US |
SPDR BLOOMBERG CONVERTIBLE S |
99,605 |
$8M |
2.30% |
-1.3%
|
- |
|
IBDQ
|
US |
ISHARES IBONDS DEC 2025 TERM |
304,848 |
$8M |
2.27% |
-0.8%
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
151,992 |
$7M |
2.16% |
-0.6%
|
- |
|
IBDU
|
US |
ISHARES IBONDS DEC 2029 TERM |
303,895 |
$7M |
2.06% |
2.8%
|
- |
|
JPIB
|
US |
JPMORGAN INTL BND ETF |
145,628 |
$7M |
2.04% |
-0.9%
|
- |
|
AAPL
|
US |
APPLE INC |
23,961 |
$6M |
1.78% |
-3.8%
|
- |
|
SPEM
|
US |
SPDR PORTFOLIO EMERGING MARK |
149,570 |
$6M |
1.70% |
0.2%
|
- |
|
JPST
|
US |
JPMORGAN ULTRA-SHORT INCOME |
113,280 |
$6M |
1.69% |
-10.5%
|
- |