| AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
|
|
|
|
|
|
|
|
| ISHARES TR
/ IBONDS DEC 2033 (46436E152) |
|
|
|
|
|
|
|
| IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
|
|
|
|
|
|
|
|
| VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
|
|
|
|
|
|
|
|
| SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
|
|
|
|
|
|
|
|
| ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
|
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|
| GIS / General Mills, Inc.
|
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| RQI / Cohen & Steers Quality Income Realty Fund, Inc.
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| SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
|
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| AFL / Aflac Incorporated
|
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| XOM / Exxon Mobil Corporation
|
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| BRK.B / Berkshire Hathaway Inc.
|
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| FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
|
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| PEP / PepsiCo, Inc.
|
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| NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
|
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| AEM / Agnico Eagle Mines Limited
|
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| JNJ / Johnson & Johnson
|
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| T / AT&T Inc.
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|
| VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
|
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|
| DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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| IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
|
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|
| EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
|
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| IBMM / iShares Trust - iShares iBonds Dec 2024 Term Muni Bond ETF
|
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|
| IDV / iShares Trust - iShares International Select Dividend ETF
|
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|
| RTX / RTX Corporation
|
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|
|
| ISHARES TR
/ IBONDS DEC 2029 (46436E167) |
|
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|
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|
| ISHARES TR
/ IBONDS DEC 29 (46436E209) |
|
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|
| ISHARES TR
/ IBONDS DEC 2033 (46436E134) |
|
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|
| IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
|
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| IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
|
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| EFA / iShares Trust - iShares MSCI EAFE ETF
|
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| IBTJ / iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF
|
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|
| JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
|
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|
| AGGY / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
|
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|
| JPM / JPMorgan Chase & Co.
|
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| IBDZ / iShares Trust - iShares iBonds Dec 2034 Term Corporate ETF
|
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| IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
|
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|
| GOOG / Alphabet Inc.
|
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|
| PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
|
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|
| IBMS / iShares Trust - iShares iBonds Dec 2030 Term Muni Bond ETF
|
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|
| IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
|
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|
| VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
|
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|
| CMF / iShares Trust - iShares California Muni Bond ETF
|
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| SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
|
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| NVDA / NVIDIA Corporation
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| VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
|
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| GOOGL / Alphabet Inc.
|
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| SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
|
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| GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
|
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| IBTL / iShares Trust - iShares iBonds Dec 2031 Term Treasury ETF
|
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| SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
|
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| EFV / iShares Trust - iShares MSCI EAFE Value ETF
|
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|
| VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
|
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|
| JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
|
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| VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
|
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|
| ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
|
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|
|
| SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
|
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| SPY / SPDR S&P 500 ETF
|
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| HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
|
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|
| SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
|
|
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|
| EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
|
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| SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
|
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|
| JIRE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF
|
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|
|
| IBDX / iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF
|
|
|
|
|
|
|
|
| PTY / PIMCO Corporate & Income Opportunity Fund
|
|
|
|
|
|
|
|
| BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
|
|
|
|
|
|
|
|
| VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
|
|
|
|
|
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|
|
| IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
|
|
|
|
|
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|
|
| IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
|
|
|
|
|
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|
|
| IWD / iShares Trust - iShares Russell 1000 Value ETF
|
|
|
|
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|
|
| RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
|
|
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|
|
| IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
|
|
|
|
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|
|
| IBTO / iShares Trust - iShares iBonds Dec 2033 Term Treasury ETF
|
|
|
|
|
|
|
|
| ET / Energy Transfer LP - Limited Partnership
|
|
|
|
|
|
|
|
| BAC / Bank of America Corporation
|
|
|
|
|
|
|
|
| HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
|
|
|
|
|
|
|
|
| VUG / Vanguard Index Funds - Vanguard Growth ETF
|
|
|
|
|
|
|
|
| TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
|
|
|
|
|
|
|
|
| MUB / iShares Trust - iShares National Muni Bond ETF
|
|
|
|
|
|
|
|
| SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
|
|
|
|
|
|
|
|
| IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
|
|
|
|
|
|
|
|
| VV / Vanguard Index Funds - Vanguard Large-Cap ETF
|
|
|
|
|
|
|
|
| VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
|
|
|
|
|
|
|
|
| DGRO / iShares Trust - iShares Core Dividend Growth ETF
|
|
|
|
|
|
|
|
| IYE / iShares Trust - iShares U.S. Energy ETF
|
|
|
|
|
|
|
|
| NAD / Nuveen Quality Municipal Income Fund
|
|
|
|
|
|
|
|
| VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
|
|
|
|
|
|
|
|
| IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
|
|
|
|
|
|
|
|
| AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
|
|
|
|
|
|
|
|
| SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
|
|
| IBDY / iShares Trust - iShares iBonds Dec 2033 Term Corporate ETF
|
|
|
|
|
|
|
|
| IWR / iShares Trust - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
|
|
| DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
|
|
|
|
|
|
|
|
| MUST / Columbia ETF Trust I - Columbia Multi-Sector Municipal Income ETF
|
|
|
|
|
|
|
|
| EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
|
|
|
|
|
|
|
|
| SBAC / SBA Communications Corporation
|
|
|
|
|
|
|
|
| IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
|
|
|
|
|
|
|
|
| DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
|
|
|
|
|
|
|
|
| SHYD / VanEck ETF Trust - VanEck Short High Yield Muni ETF
|
|
|
|
|
|
|
|
| IAU / iShares Gold Trust
|
|
|
|
|
|
|
|
| ABT / Abbott Laboratories
|
|
|
|
|
|
|
|
| WMT / Walmart Inc.
|
|
|
|
|
|
|
|
| SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
|
|
|
|
|
|
|
|
| SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
|
|
| CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
|
|
|
|
|
|
|
|
| VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
|
|
|
|
|
|
|
|
| VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
|
|
|
|
|
|
|
|
| SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
|
|
|
|
|
|
|
|
| PML / PIMCO Municipal Income Fund II
|
|
|
|
|
|
|
|
| ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
|
|
|
|
|
|
|
|
| IVE / iShares Trust - iShares S&P 500 Value ETF
|
|
|
|
|
|
|
|
| IVV / iShares Trust - iShares Core S&P 500 ETF
|
|
|
|
|
|
|
|
| MBB / iShares Trust - iShares MBS ETF
|
|
|
|
|
|
|
|
| AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
|
|
|
|
|
|
|
|
| IJR / iShares Trust - iShares Core S&P Small-Cap ETF
|
|
|
|
|
|
|
|
| NMZ / Nuveen Municipal High Income Opportunity Fund
|
|
|
|
|
|
|
|
| IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
|
|
|
|
|
|
|
|
| IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
|
|
|
|
|
|
|
|
| KO / The Coca-Cola Company
|
|
|
|
|
|
|
|
| SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
|
|
| NEE / NextEra Energy, Inc.
|
|
|
|
|
|
|
|
| SCHF / Schwab Strategic Trust - Schwab International Equity ETF
|
|
|
|
|
|
|
|
| WPM / Wheaton Precious Metals Corp.
|
|
|
|
|
|
|
|
| ABBV / AbbVie Inc.
|
|
|
|
|
|
|
|
| LDEM / iShares Trust - iShares ESG MSCI EM Leaders ETF
|
|
|
|
|
|
|
|
| IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
|
|
|
|
|
|
|
|
| NEA / Nuveen AMT-Free Quality Municipal Income Fund
|
|
|
|
|
|
|
|
| USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
|
|
|
|
|
|
|
|
| PG / The Procter & Gamble Company
|
|
|
|
|
|
|
|
| USCI / United States Commodity Index Funds Trust - United States Commodity Index Fund
|
|
|
|
|
|
|
|
| SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
|
|
| IWM / iShares Trust - iShares Russell 2000 ETF
|
|
|
|
|
|
|
|
| SDY / SPDR Series Trust - SPDR S&P Dividend ETF
|
|
|
|
|
|
|
|
| VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
|
|
|
|
|
|
|
|
| MSFT / Microsoft Corporation
|
|
|
|
|
|
|
|
| EXC / Exelon Corporation
|
|
|
|
|
|
|
|
| MRK / Merck & Co., Inc.
|
|
|
|
|
|
|
|
| PFE / Pfizer Inc.
|
|
|
|
|
|
|
|
| DVN / Devon Energy Corporation
|
|
|
|
|
|
|
|
| RTX / RTX Corporation
|
|
|
|
|
|
|
|
| VZ / Verizon Communications Inc.
|
|
|
|
|
|
|
|
| AGZD / WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
|
|
|
|
|
|
|
|
| IBTK / iShares Trust - iShares iBonds Dec 2030 Term Treasury ETF
|
|
|
|
|
|
|
|
| PWZ / Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF
|
|
|
|
|
|
|
|
| SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
|
|
| EFG / iShares Trust - iShares MSCI EAFE Growth ETF
|
|
|
|
|
|
|
|
| IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
|
|
|
|
|
|
|
|
| PFF / iShares Trust - iShares Preferred and Income Securities ETF
|
|
|
|
|
|
|
|
| ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
|
|
| IWF / iShares Trust - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
|
|
| CVX / Chevron Corporation
|
|
|
|
|
|
|
|
| PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
|
|
|
|
|
|
|
|
| EOG / EOG Resources, Inc.
|
|
|
|
|
|
|
|
| FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
|
|
|
|
|
|
|
|
| IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
|
|
|
|
|
|
|
|
| RVT / Royce Small-Cap Trust, Inc.
|
|
|
|
|
|
|
|
| ENB / Enbridge Inc.
|
|
|
|
|
|
|
|
| CEG / Constellation Energy Corporation
|
|
|
|
|
|
|
|
| SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
|
|
|
|
|
|
|
|
| IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
|
|
|
|
|
|
|
|
| IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
|
|
|
|
|
|
|
|
| IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
|
|
|
|
|
|
|
|
| DIS / The Walt Disney Company
|
|
|
|
|
|
|
|
| MATW / Matthews International Corporation
|
|
|
|
|
|
|
|
| VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
|
|
|
|
|
|
|
|
| VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
|
|
|
|
|
|
|
|
| IWY / iShares Trust - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
|
|
| IEFA / iShares Trust - iShares Core MSCI EAFE ETF
|
|
|
|
|
|
|
|
| ROK / Rockwell Automation, Inc.
|
|
|
|
|
|
|
|
| VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
|
|
|
|
|
|
|
|
| SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
|
|
|
|
|
|
|
|
| BGRN / iShares Trust - iShares USD Green Bond ETF
|
|
|
|
|
|
|
|
| INTC / Intel Corporation
|
|
|
|
|
|
|
|
| COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
|
|
|
|
|
|
|
|
| BTT / Blackrock Municipal 2030 Target Term Trust
|
|
|
|
|
|
|
|
| QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
|
|
|
|
|
|
|
|
| ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
|
|
|
|
|
|
|
|
| CSCO / Cisco Systems, Inc.
|
|
|
|
|
|
|
|
| AMZN / Amazon.com, Inc.
|
|
|
|
|
|
|
|
| IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
|
|
|
|
|
|
|
|
| WM / Waste Management, Inc.
|
|
|
|
|
|
|
|
| IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
|
|
|
|
|
|
|
|
| EPD / Enterprise Products Partners L.P. - Limited Partnership
|
|
|
|
|
|
|
|
| IBMR / iShares Trust - iShares iBonds Dec 2029 Term Muni Bond ETF
|
|
|
|
|
|
|
|
| IBTM / iShares Trust - iShares iBonds Dec 2032 Term Treasury ETF
|
|
|
|
|
|
|
|
| DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
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| PCG / PG&E Corporation
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| VTV / Vanguard Index Funds - Vanguard Value ETF
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| IVW / iShares Trust - iShares S&P 500 Growth ETF
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| SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
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| VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
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| DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
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| IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
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| SUSL / iShares Trust - iShares ESG MSCI USA Leaders ETF
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| VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
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| HDV / iShares Trust - iShares Core High Dividend ETF
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| ETHE / Grayscale Ethereum Trust
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| DVY / iShares Trust - iShares Select Dividend ETF
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| AAPL / Apple Inc.
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| AGI / Alamos Gold Inc.
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| MLN / VanEck ETF Trust - VanEck Long Muni ETF
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.
