|
VUG
|
US |
VANGUARD GROWTH ETF |
37,596 |
$15M |
8.35% |
4.0%
|
- |
|
VYM
|
US |
VANGUARD HIGH DVD YIELD ETF |
106,641 |
$14M |
7.36% |
4.1%
|
- |
|
AAPL
|
US |
APPLE INC |
35,501 |
$9M |
4.81% |
6.7%
|
- |
|
VB
|
US |
VANGUARD SMALL-CAP ETF |
33,556 |
$8M |
4.36% |
2.2%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
29,796 |
$6M |
3.16% |
-0.7%
|
- |
|
BSCP
|
US |
INVESCO BULLETSHARES 2025 CB |
235,212 |
$5M |
2.63% |
7.6%
|
- |
|
BSCQ
|
US |
INVESCO BULLETSHARES 2026 CB |
248,059 |
$5M |
2.61% |
10.7%
|
- |
|
BSCR
|
US |
INVESCO BULLETSHARES 2027 CB |
244,374 |
$5M |
2.58% |
10.5%
|
- |
|
BSCS
|
US |
INVESCO BULLETSHARES 2028 CB |
231,170 |
$5M |
2.52% |
10.6%
|
- |
|
VT
|
US |
VANGUARD TOT WORLD STK ETF |
37,960 |
$4M |
2.41% |
-2.0%
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
7,485 |
$4M |
2.18% |
13.6%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
6,583 |
$4M |
2.09% |
-0.9%
|
- |
|
BSCT
|
US |
INVESCO BULLETSHARES 2029 CB |
205,333 |
$4M |
2.04% |
-7.6%
|
- |
|
IVW
|
US |
ISHARES S&P 500 GROWTH ETF |
34,244 |
$3M |
1.88% |
-1.4%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
5,187 |
$3M |
1.65% |
-3.3%
|
- |
|
BND
|
US |
VANGUARD TOTAL BOND MARKET |
40,669 |
$3M |
1.58% |
-12.5%
|
- |
|
VTV
|
US |
VANGUARD VALUE ETF |
15,646 |
$3M |
1.43% |
1.9%
|
- |
|
PFF
|
US |
ISHARES PREFERRED & INCOME S |
79,917 |
$3M |
1.36% |
-7.3%
|
- |
|
PLTR
|
US |
PALANTIR TECHNOLOGIES INC-A |
33,045 |
$2M |
1.35% |
0.6%
|
- |
|
BSJP
|
US |
INVESCO BULLETSHARES 2025 HY |
107,818 |
$2M |
1.35% |
20.2%
|
- |