| VV - VANGUARD LARGE-CAP ETF | | Add 1% ($1.0M) | 10.49% | $100.5M | +13.21% | +8.28% | |
| VB - VANGUARD SMALL-CAP ETF | | Add 1% ($1.1M) | 8.56% | $82.0M | +16.24% | +5.54% | |
| VEA - VANGUARD FTSE DEVELOPED MARKETS ETF | | Add 1% ($326.3K) | 5.27% | $50.5M | +22.89% | +6.03% | |
| SCHE - SCHWAB EMERGING MARKETS EQUITY ETF | | | 4.82% | $46.1M | +20.28% | +11.01% | |
| GDXJ - VANECK JUNIOR GOLD MINERS ETF | | Add 1% ($248.0K) | 4.58% | $43.9M | +99.45% | +50.46% | |
| VONE - VANGUARD RUSSELL 1000 ETF | | | 4.12% | $39.5M | +13.21% | +7.87% | |
| VO - VANGUARD MID-CAP ETF | | Add 1% ($239.8K) | 3.99% | $38.2M | | | |
| VYM - VANGUARD HIGH DIVIDEND YIELD INDEX ETF | | Add 2% ($804.4K) | 3.64% | $34.8M | | | |
| RDIV - INVESCO S&P ULTRA DIVIDEND REVENUE ETF | | Add 1% ($386.7K) | 3.55% | $34.0M | +15.12% | +4.51% | |
| AGG - ISHARES CORE U.S. AGGREGATE BOND ETF | | | 2.64% | $25.3M | +4.33% | +2.86% | |
| URA - GLOBAL X URANIUM ETF | | Add 1% ($265.0K) | 2.57% | $24.6M | +57.96% | +40.45% | |
| SPTS - SPDR PORTFOLIO SHORT TERM TREASURY ETF | | | 2.56% | $24.5M | | | |
| IJT - ISHARES S&P SMALL-CAP 600 GROWTH ETF | | Add 1% ($309.5K) | 2.34% | $22.4M | +15.83% | +3.76% | |
| IJS - ISHARES S&P SMALL-CAP 600 VALUE ETF | | Add 1% ($252.8K) | 2.25% | $21.5M | +22.16% | +6.54% | |
| GTEK - GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF | | Add 1% ($248.8K) | 2.08% | $19.9M | +32.53% | +10.45% | |
| VTV - VANGUARD VALUE ETF | | Reduce 1% $(220.7K) | 2.07% | $19.8M | +15.28% | +4.75% | |
| VTEB - VANGUARD TAX-EXEMPT BOND ETF | | Reduce 1% $(217.9K) | 2.01% | $19.3M | +5.36% | +3.20% | |
| IBMP - ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF | | | 2.00% | $19.1M | +2.13% | +0.78% | |
| EFA - ISHARES MSCI EAFE ETF | | Reduce 1% $(121.7K) | 1.83% | $17.5M | +17.06% | +4.89% | |
| VUG - VANGUARD GROWTH ETF | | Reduce 1% $(158.3K) | 1.82% | $17.4M | +10.89% | +10.66% | |
| TIP - ISHARES TIPS BOND ETF | | Add 1% ($86.1K) | 1.76% | $16.9M | +3.61% | +2.59% | |
| BIV - VANGUARD INTERMEDIATE-TERM BOND ETF | | | 1.75% | $16.7M | +4.25% | +2.88% | |
| SUB - ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | | Reduce 1% $(107.7K) | 1.09% | $10.4M | | | |
| TLT - ISHARES 20 YEAR TREASURY BOND ETF | | Add 1% ($65.0K) | 0.95% | $9.1M | +3.49% | +4.62% | |
| VTEI - VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF | | Add 1% ($125.6K) | 0.92% | $8.8M | +4.58% | +2.61% | |
| LQD - ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | | Add 1% ($44.6K) | 0.88% | $8.5M | +4.46% | +3.64% | |
| MYCJ - SPDR SSGA MY2030 CORPORATE BOND ETF | | Add 1% ($46.5K) | 0.87% | $8.3M | +4.04% | +2.20% | |
| MYCI - SPDR SSGA MY2029 CORPORATE BOND ETF | | Add 1% ($47.4K) | 0.87% | $8.3M | +3.83% | +1.98% | |
| MYCH - SPDR SSGA MY2028 CORPORATE BOND ETF | | Add 1% ($88.7K) | 0.86% | $8.2M | +3.62% | +1.81% | |
| IBMQ - ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF | | | 0.67% | $6.4M | +2.42% | +1.26% | |
| MYMJ - SPDR SSGA MY2030 MUNICIPAL BOND ETF | | | 0.58% | $5.6M | +3.91% | +2.11% | |
| MYMI - SPDR SSGA MY2029 MUNICIPAL BOND ETF | | | 0.58% | $5.6M | +3.37% | +1.71% | |
| IDV - ISHARES INTERNATIONAL SELECT DIVIDEND ETF | | Add 2% ($124.7K) | 0.56% | $5.4M | +29.80% | +4.50% | |
| SPYD - SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | | Add 3% ($122.2K) | 0.52% | $5.0M | +9.63% | +0.79% | |
| SPDW - SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | | | 0.48% | $4.6M | +22.52% | +6.23% | |
| VYMI - VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | | Add 2% ($99.4K) | 0.47% | $4.5M | +25.91% | +5.20% | |
| MSFT - MICROSOFT CORP COM | | Add 14% ($550.6K) | 0.47% | $4.5M | -15.51% | +4.59% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL CL B NEW | | Add 49% ($1.4M) | 0.46% | $4.4M | -0.39% | +4.14% | |
| AAPL - APPLE INC COM | | Add 2% ($71.2K) | 0.44% | $4.3M | +26.09% | +21.38% | |
| VWO - VANGUARD FTSE EMERGING MARKETS ETF | | Add 10% ($365.8K) | 0.41% | $3.9M | +20.11% | +10.31% | |
| VBR - VANGUARD SMALL CAP VALUE ETF | | | 0.31% | $2.9M | | | |
| XLK - TECHNOLOGY SELECT SECTOR SPDR FUND | | | 0.29% | $2.8M | +18.69% | +12.98% | |
| IJR - ISHARES CORE S&P SMALL CAP ETF | | Add 14% ($327.4K) | 0.28% | $2.7M | +19.11% | +5.22% | |
| AMZN - AMAZON COM INC COM | | Reduce 2% $(44.3K) | 0.25% | $2.4M | +12.95% | +3.02% | |
| MGC - VANGUARD MEGA CAP ETF | | Reduce 7% $(165.5K) | 0.23% | $2.2M | | | |
| JPM - JPMORGAN CHASE & CO. COM | | Add 6% ($128.1K) | 0.22% | $2.1M | | | |
| MCD - MCDONALDS CORP COM | | Add 7% ($143.7K) | 0.22% | $2.1M | +6.86% | +1.10% | |
| GOOG - ALPHABET INC CAP STK CL C | | Reduce 2% $(46.3K) | 0.19% | $1.9M | | | |
| AMLP - ALERIAN MLP ETF | | Reduce 42% $(1.3M) | 0.18% | $1.7M | +12.66% | -4.47% | |
| JNJ - JOHNSON & JOHNSON COM | | Add 3% ($53.8K) | 0.18% | $1.7M | +53.43% | +23.55% | |