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| Holdings Found : 48 | View All Holdings | Currently Viewing: ALL | Page 1 of 1 | ||||
Menu |
Ticker | Company Name | Position Rank |
New/Closed Postion |
Last Close |
Value | Shares Held | % of Portfolio |
Value Change |
Change In Shares Held |
% of Company | Industry |
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IWW | iShares Russell 3000 Value | - | $86.83 | $10,808,000 | 128,168 | % | 0 | 0 | 0 | N/A | |
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JHML | John Hancock Multifactor La... | - | $62.17 | $7,476,000 | 127,129 | % | 0 | 0 | 0 | N/A | |
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AVIV | Avantis International Large... | - | $0.00 | $7,452,000 | 144,759 | % | 0 | 0 | 0 | N/A | |
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HDV | Ishares High Dividend Equit... | - | $107.96 | $7,433,000 | 72,884 | % | 0 | 0 | 0 | N/A | |
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IEMG | Ishares Core Msci Emerging ... | - | $52.97 | $6,946,000 | 137,326 | % | 0 | 0 | 0 | N/A | |
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IEFA | Ishares Core Msci Eafe | - | $0.00 | $6,894,000 | 97,995 | % | 0 | 0 | 0 | N/A | |
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IVV | iShares Core S&P 500 Etf | - | $507.46 | $6,606,000 | 13,830 | % | 0 | 0 | 0 | N/A | |
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QUAL | Ishares Msci Usa Quality Fa... | - | $0.00 | $5,724,000 | 38,902 | % | 0 | 0 | 0 | N/A | |
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XSHQ | Powershares S&p Smallcap Qu... | - | $0.00 | $4,890,000 | 122,620 | % | 0 | 0 | 0 | N/A | |
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IJS | iShares S&P SmCp 600/BRR Vl | - | $98.02 | $4,824,000 | 46,805 | % | 0 | 0 | 0 | N/A | |
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JEPI | Jpmorgan Equity Premium Inc... | - | $0.00 | $4,766,000 | 86,681 | % | 0 | 0 | 0 | N/A | |
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JHMM | John Hancock Multifactor Mi... | - | $54.58 | $4,651,000 | 88,314 | % | 0 | 0 | 0 | N/A | |
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IEF | iShares Lehman 7-10 Year Tr... | - | $91.95 | $4,626,000 | 47,994 | % | 0 | 0 | 0 | N/A | |
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IWZ | iShares Russell 3000 Growth | - | $113.47 | $4,276,000 | 41,075 | % | 0 | 0 | 0 | N/A | |
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IJH | iShares S&P MidCap 400 Index | - | $57.92 | $3,832,000 | 13,825 | % | 0 | 0 | 0 | N/A | |
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CME | CME Group Inc | - | $207.48 | $1,986,000 | 9,430 | % | 0 | 0 | 0 | N/A | |
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IBDQ | Ishares Ibonds Dec 2025 Ter... | - | $24.73 | $1,880,000 | 75,909 | % | 0 | 0 | 0 | N/A | |
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IBDR | Ishares Ibonds Dec 2026 Ter... | - | $0.00 | $1,858,000 | 77,747 | % | 0 | 0 | 0.864 | N/A | |
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IBDS | Ishares Ibonds Dec 2027 Ter... | - | $0.00 | $1,709,000 | 71,405 | % | 0 | 0 | 0 | N/A | |
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IBMN | Ishares Ibonds Dec 2025 Ter... | - | $0.00 | $1,377,000 | 51,871 | % | 0 | 0 | 0 | N/A | |
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SHV | iShares Barclays Short Trea... | - | $110.09 | $1,217,000 | 11,055 | % | 0 | 0 | 0 | N/A | |
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AVLV | Avantis Us Large Cap Value Etf | - | $0.00 | $1,210,000 | 20,944 | % | 0 | 0 | 0 | N/A | |
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IJR | iShares Core S&P Small-Cap | - | $106.33 | $1,192,000 | 11,007 | % | 0 | 0 | 0 | N/A | |
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IBMO | Ishares Ibonds Dec 2026 Ter... | - | $0.00 | $1,143,000 | 44,813 | % | 0 | 0 | 0.498 | N/A | |
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IBMM | Ishares Ibonds Dec 2024 Ter... | - | $0.00 | $881,000 | 33,975 | % | 0 | 0 | 0 | N/A | |
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DYNF | Blackrock Us Equity Factor ... | - | $42.84 | $864,000 | 21,807 | % | 0 | 0 | 0 | N/A | |
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IBMP | Ishares Ibonds Dec 2027 Ter... | - | $0.00 | $796,000 | 31,318 | % | 0 | 0 | 0.348 | N/A | |
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IBDP | Ishares Ibonds Dec 2024 Ter... | - | $25.01 | $783,000 | 31,442 | % | 0 | 0 | 0 | N/A | |
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IBDT | Ishares Ibonds Dec 2028 Ter... | - | $24.44 | $645,000 | 25,717 | % | 0 | 0 | 0.036 | N/A | |
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SHY | Ishares Barclays 1-3 Treasu... | - | $81.17 | $639,000 | 7,793 | % | 0 | 0 | 0 | N/A | |
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FEX | First Trust Large Cap Core ... | - | $94.85 | $613,000 | 6,800 | % | 0 | 0 | 0 | N/A | |
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IBTE | Ishares Ibonds Dec 2024 Ter... | - | $0.00 | $582,000 | 24,397 | % | 0 | 0 | 0 | N/A | |
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IBTF | Ishares Ibonds Dec 2025 Ter... | - | $0.00 | $557,000 | 23,930 | % | 0 | 0 | 0.266 | N/A | |
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AAPL | Apple Inc | - | $173.03 | $499,000 | 2,593 | % | 0 | 0 | 0 | N/A | |
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MSFT | Microsoft Corp | - | $397.84 | $466,000 | 1,239 | % | 0 | 0 | 0 | N/A | |
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PFEB | Innovator S&p 500 Power Buf... | - | $0.00 | $447,000 | 13,700 | % | 0 | 0 | 0 | N/A | |
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BSMP | Invesco Bulletshares 2025 M... | - | $0.00 | $424,000 | 17,278 | % | 0 | 0 | 0 | N/A | |
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TIP | iShares Lehman TIPS Bond | - | $105.39 | $404,000 | 3,757 | % | 0 | 0 | 0 | N/A | |
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BSMO | Invesco Bulletshares 2024 M... | - | $24.83 | $401,000 | 16,097 | % | 0 | 0 | 0 | N/A | |
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EFA | iShares TR MSCI EAFE Indx FD | - | $78.14 | $378,000 | 5,016 | % | 0 | 0 | 0 | N/A | |
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BSCO | Invesco BulletShares 2024 C... | - | $21.02 | $335,000 | 16,017 | % | 0 | 0 | 0 | N/A | |
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VLUE | Ishares Msci Usa Value Factor | - | $0.00 | $309,000 | 3,050 | % | 0 | 0 | 0 | N/A | |
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FSCO | Fs Global Credit Opportunit... | - | $6.12 | $292,000 | 51,561 | % | 0 | 0 | 0 | N/A | |
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BSMQ | Invesco Bulletshares 2026 M... | - | $0.00 | $268,000 | 11,300 | % | 0 | 0 | 0 | N/A | |
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BSMR | Invesco Bulletshares 2027 M... | - | $0.00 | $224,000 | 9,360 | % | 0 | 0 | 0 | N/A | |
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EFV | iShares MSCI EAFE Value Ind... | - | $0.00 | $224,000 | 4,300 | % | 0 | 0 | 0 | N/A | |
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BSCP | Invesco Bulletshares 2025 C... | - | $20.43 | $222,000 | 10,830 | % | 0 | 0 | 0 | N/A | |
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BSCQ | Invesco Bulletshares 2026 C... | - | $19.16 | $203,000 | 10,541 | % | 0 | 0 | 0 | N/A |
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