|
DGRO
|
US |
ISHARES CORE DIVIDEND GROWTH |
280,057 |
$17M |
12.68% |
2.2%
|
- |
|
DFAC
|
US |
DIMENSIONAL US CORE EQUITY 2 |
455,196 |
$16M |
11.63% |
11.0%
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
140,116 |
$9M |
6.45% |
4.4%
|
- |
|
IJR
|
US |
ISHARES CORE S&P SMALL-CAP E |
66,332 |
$8M |
5.64% |
3.1%
|
- |
|
IBTG
|
US |
ISHARES IBONDS DEC 2026 TERM |
318,849 |
$7M |
5.37% |
321.7%
|
- |
|
IBTF
|
US |
ISHARES IBONDS DEC 2025 TERM |
301,108 |
$7M |
5.18% |
34.7%
|
- |
|
DFIC
|
US |
DIMENSIONAL INTERNATIONAL CO |
241,002 |
$6M |
4.60% |
7.0%
|
- |
|
YLD
|
US |
PRINCIPAL ACT HI YLD ETF |
278,513 |
$5M |
3.94% |
214.7%
|
- |
|
CLOZ
|
US |
PANAGRAM BBB-B CLO ETF |
197,487 |
$5M |
3.93% |
265.4%
|
- |
|
SEIX
|
US |
VIRTUS SEIX SENIOR LOAN ETF |
208,032 |
$5M |
3.68% |
317.7%
|
- |
|
REGL
|
US |
PRSHRS S&P MID 400 DVD ARIST |
48,006 |
$4M |
2.86% |
4.4%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
24,982 |
$3M |
2.48% |
0.0%
|
- |
|
HDV
|
US |
ISHARES CORE HIGH DIVIDEND E |
27,860 |
$3M |
2.31% |
12.2%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
7,203 |
$3M |
2.24% |
-2.3%
|
- |
|
LMBS
|
US |
FIRST TRUST LOW DURATION OPP |
43,034 |
$2M |
1.55% |
0.2%
|
- |
|
XLU
|
US |
UTILITIES SELECT SECTOR SPDR |
24,049 |
$2M |
1.34% |
12.0%
|
- |
|
ITOT
|
US |
ISHARES CORE S&P TOTAL U.S. |
13,956 |
$2M |
1.33% |
-4.7%
|
- |
|
WPM
|
US |
WHEATON PRECIOUS METALS CORP |
30,813 |
$2M |
1.28% |
0.7%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
4,535 |
$1M |
0.97% |
-46.0%
|
- |
|
AAPL
|
US |
APPLE INC |
4,735 |
$1M |
0.88% |
0.1%
|
- |