|
SCHG
|
US |
SCHWAB US LARGE-CAP GROWTH |
1,232,778 |
$34M |
13.95% |
293.9%
|
- |
|
SCHB
|
US |
SCHWAB US BROAD MARKET ETF |
1,069,797 |
$24M |
9.86% |
195.3%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
108,529 |
$21M |
8.63% |
-0.1%
|
- |
|
SCHV
|
US |
SCHWAB US LARGE-CAP VALUE |
482,033 |
$13M |
5.10% |
187.0%
|
- |
|
SCHD
|
US |
SCHWAB US DVD EQUITY ETF |
416,625 |
$11M |
4.62% |
216.3%
|
- |
|
AAPL
|
US |
APPLE INC |
40,580 |
$10M |
4.13% |
-4.1%
|
- |
|
BSCP
|
US |
INVESCO BULLETSHARES 2025 CB |
465,090 |
$10M |
3.90% |
8.3%
|
- |
|
BSCQ
|
US |
INVESCO BULLETSHARES 2026 CB |
481,650 |
$9M |
3.80% |
12.7%
|
- |
|
BSCR
|
US |
INVESCO BULLETSHARES 2027 CB |
468,400 |
$9M |
3.71% |
16.2%
|
- |
|
BSCS
|
US |
INVESCO BULLETSHARES 2028 CB |
451,550 |
$9M |
3.69% |
23.0%
|
- |
|
BSCT
|
US |
INVESCO BULLETSHARES 2029 CB |
426,450 |
$8M |
3.18% |
29.8%
|
- |
|
VOE
|
US |
VANGUARD MID-CAP VALUE ETF |
44,208 |
$7M |
2.90% |
-5.6%
|
- |
|
VOT
|
US |
VANGUARD MID-CAP GROWTH ETF |
26,873 |
$7M |
2.77% |
-11.8%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
9,646 |
$6M |
2.31% |
10.3%
|
- |
|
BSCU
|
US |
INVESCO BULLETSHARES 2030 CB |
344,600 |
$6M |
2.29% |
55.9%
|
- |
|
VBR
|
US |
VANGUARD SMALL-CAP VALUE ETF |
26,910 |
$5M |
2.17% |
-8.7%
|
- |
|
MOAT
|
US |
VANECK MORNINGSTAR WIDE MOAT |
55,907 |
$5M |
2.11% |
6.8%
|
- |
|
VHT
|
US |
VANGUARD HEALTH CARE ETF |
20,227 |
$5M |
2.08% |
-13.7%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
9,299 |
$4M |
1.59% |
-0.8%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
5,477 |
$2M |
1.01% |
-0.5%
|
- |