Topsail Wealth Management

Topsail Wealth Management as of Sept. 30, 2025

Portfolio Holdings for Topsail Wealth Management

Topsail Wealth Management holds 257 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 25.1 $148M 451k 329.07
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 9.3 $55M 1.1M 50.07
Cincinnati Financial Corporation (CINF) 8.5 $50M 317k 158.97
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 8.0 $47M 640k 73.46
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.3 $38M 61k 614.12
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.9 $23M 326k 71.37
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.7 $16M 268k 59.92
Vanguard Mun Bd Fds Core Tax Exempt (VCRM) 2.5 $15M 200k 75.25
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.5 $15M 177k 84.11
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.8 $10M 140k 74.37
Vanguard Index Fds Extend Mkt Etf (VXF) 1.7 $9.8M 47k 209.34
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.5 $9.1M 184k 49.46
Microsoft Corporation (MSFT) 1.4 $8.6M 17k 517.95
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $8.3M 13k 666.18
Dimensional Etf Trust Us Equity Market (DFUS) 1.2 $7.2M 99k 72.44
Apple (AAPL) 1.1 $6.3M 25k 254.63
Vanguard Wellington Short Trm Tax Ex (VTES) 0.9 $5.2M 51k 101.93
Ishares Tr National Mun Etf (MUB) 0.6 $3.6M 34k 106.49
Vanguard World Mega Cap Index (MGC) 0.6 $3.4M 14k 244.67
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $3.1M 121k 25.71
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $3.0M 4.00 754200.00
Alphabet Cap Stk Cl A (GOOGL) 0.5 $2.7M 11k 243.10
Amazon (AMZN) 0.4 $2.6M 12k 219.57
Vanguard Index Fds Value Etf (VTV) 0.4 $2.5M 14k 187.43
Meta Platforms Cl A (META) 0.4 $2.5M 3.3k 734.38
Visa Com Cl A (V) 0.4 $2.5M 7.2k 341.38
Vanguard Mun Bd Fds Short Tax Exempt (VSDM) 0.4 $2.4M 32k 76.70
Dimensional Etf Trust World Ex Us Core (DFAX) 0.4 $2.4M 77k 31.38
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $2.4M 30k 79.93
NVIDIA Corporation (NVDA) 0.4 $2.3M 12k 186.59
Ishares Tr Msci Eafe Etf (EFA) 0.4 $2.2M 24k 93.37
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $2.1M 3.5k 596.03
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $2.0M 3.4k 600.37
JPMorgan Chase & Co. (JPM) 0.3 $2.0M 6.2k 315.43
Vanguard Malvern Fds Core Bd Etf (VCRB) 0.3 $2.0M 25k 78.41
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $1.9M 9.1k 209.64
Ishares Tr Russell 2000 Etf (IWM) 0.3 $1.9M 7.8k 241.96
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.3 $1.9M 24k 77.65
Procter & Gamble Company (PG) 0.3 $1.7M 11k 153.65
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.7M 6.5k 255.09
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $1.6M 29k 54.18
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.3 $1.5M 23k 67.26
Texas Instruments Incorporated (TXN) 0.2 $1.4M 7.8k 183.73
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $1.4M 22k 65.01
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $1.4M 7.4k 189.70
Gambling Com Group Ordinary Shares (GAMB) 0.2 $1.2M 149k 8.18
Dupont De Nemours (DD) 0.2 $1.2M 15k 77.90
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.2M 2.5k 468.41
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.2 $1.1M 15k 78.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.1M 2.3k 502.74
Amphenol Corp Cl A (APH) 0.2 $1.1M 9.0k 123.92
Home Depot (HD) 0.2 $1.1M 2.8k 405.19
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.1M 4.3k 243.55
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $1.0M 28k 36.35
Vanguard World Inf Tech Etf (VGT) 0.2 $1.0M 1.4k 746.63
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.2 $949k 15k 61.62
First Tr Exchange-traded SHS (FVD) 0.2 $912k 20k 46.24
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $863k 3.1k 279.84
Ishares Tr Rus 1000 Etf (IWB) 0.1 $853k 2.3k 365.48
UnitedHealth (UNH) 0.1 $847k 2.5k 345.30
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $833k 8.7k 95.89
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $797k 3.7k 216.65
Ishares Tr Russell 3000 Etf (IWV) 0.1 $732k 1.9k 378.94
Abbvie (ABBV) 0.1 $649k 2.8k 231.54
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $635k 2.2k 294.75
Blackrock (BLK) 0.1 $634k 544.00 1165.87
Nike CL B (NKE) 0.1 $618k 8.8k 70.14
IDEXX Laboratories (IDXX) 0.1 $604k 945.00 638.89
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $595k 4.2k 142.41
Morgan Stanley Com New (MS) 0.1 $586k 3.7k 158.96
Eli Lilly & Co. (LLY) 0.1 $562k 737.00 763.00
Lockheed Martin Corporation (LMT) 0.1 $561k 1.1k 499.21
Wal-Mart Stores (WMT) 0.1 $557k 5.4k 103.06
Abbott Laboratories (ABT) 0.1 $530k 4.0k 133.94
Vanguard Index Fds Growth Etf (VUG) 0.1 $527k 1.1k 480.12
Broadcom (AVGO) 0.1 $526k 1.6k 329.92
Oracle Corporation (ORCL) 0.1 $517k 1.8k 281.24
Select Sector Spdr Tr Technology (XLK) 0.1 $509k 1.8k 281.86
Johnson & Johnson (JNJ) 0.1 $479k 2.6k 185.42
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $475k 3.7k 129.72
Spdr Series Trust S&p 400 Mdcp Val (MDYV) 0.1 $472k 5.7k 83.41
Raytheon Technologies Corp (RTX) 0.1 $464k 2.8k 167.33
McDonald's Corporation (MCD) 0.1 $451k 1.5k 303.89
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) 0.1 $450k 21k 21.57
Ge Aerospace Com New (GE) 0.1 $449k 1.5k 300.82
S&p Global (SPGI) 0.1 $444k 913.00 486.71
First Tr Exchange-traded SHS (FDL) 0.1 $433k 10k 43.41
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $431k 3.1k 139.67
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 0.1 $429k 19k 22.74
Exxon Mobil Corporation (XOM) 0.1 $428k 3.8k 112.75
Thermo Fisher Scientific (TMO) 0.1 $426k 877.00 485.44
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $424k 4.2k 100.25
CRH Ord (CRH) 0.1 $408k 3.4k 119.90
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $407k 5.2k 78.91
Cisco Systems (CSCO) 0.1 $400k 5.8k 68.42
Accenture Plc Ireland Shs Class A (ACN) 0.1 $390k 1.6k 246.60
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.1 $388k 6.8k 56.86
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $386k 14k 27.30
Palantir Technologies Cl A (PLTR) 0.1 $382k 2.1k 182.42
Qualcomm (QCOM) 0.1 $382k 2.3k 166.36
Nextera Energy (NEE) 0.1 $382k 5.1k 75.49
Goldman Sachs (GS) 0.1 $382k 479.00 796.35
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 0.1 $372k 17k 22.08
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $372k 20k 18.24
Merck & Co (MRK) 0.1 $371k 4.4k 84.74
Enbridge (ENB) 0.1 $368k 7.3k 50.46
Apollo Global Mgmt (APO) 0.1 $364k 2.7k 133.27
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.1 $362k 3.5k 104.51
Bank of America Corporation (BAC) 0.1 $358k 6.9k 51.59
Costco Wholesale Corporation (COST) 0.1 $352k 380.00 925.63
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.1 $349k 3.9k 88.65
Dow (DOW) 0.1 $345k 15k 22.93
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ) 0.1 $339k 6.8k 50.12
Blackstone Group Inc Com Cl A (BX) 0.1 $338k 2.0k 170.85
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.1 $326k 6.6k 49.31
Mastercard Incorporated Cl A (MA) 0.1 $323k 567.00 568.81
Spdr Series Trust Bbg Conv Sec Etf (CWB) 0.1 $301k 3.3k 90.50
Tesla Motors (TSLA) 0.1 $296k 666.00 444.72
Asml Holding N V N Y Registry Shs (ASML) 0.0 $286k 295.00 968.09
Lowe's Companies (LOW) 0.0 $281k 1.1k 251.31
Pepsi (PEP) 0.0 $276k 2.0k 140.44
Dollar Tree (DLTR) 0.0 $260k 2.8k 94.37
American Tower Reit (AMT) 0.0 $258k 1.3k 194.02
Deere & Company (DE) 0.0 $258k 565.00 457.26
Air Products & Chemicals (APD) 0.0 $256k 939.00 272.72
First Tr Exchange-traded SHS (QTEC) 0.0 $256k 1.1k 229.61
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $256k 550.00 465.06
Spdr Series Trust Nuveen Ice Short (SHM) 0.0 $253k 5.2k 48.22
First Tr Exchange-traded Common Shs (FDD) 0.0 $252k 16k 16.15
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.0 $250k 4.8k 51.91
International Business Machines (IBM) 0.0 $248k 879.00 282.16
Intuitive Surgical Com New (ISRG) 0.0 $243k 543.00 447.23
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $243k 3.7k 65.26
Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.0 $242k 189.00 1280.00
Johnson Ctls Intl SHS (JCI) 0.0 $241k 2.2k 110.35
Honeywell International (HON) 0.0 $241k 1.1k 210.50
Comcast Corp Cl A (CMCSA) 0.0 $241k 7.7k 31.42
CVS Caremark Corporation (CVS) 0.0 $238k 3.2k 75.39
Ge Vernova (GEV) 0.0 $237k 386.00 614.90
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.0 $237k 3.5k 66.90
Northrop Grumman Corporation (NOC) 0.0 $235k 386.00 609.32
Applied Materials (AMAT) 0.0 $232k 1.1k 204.74
Norfolk Southern (NSC) 0.0 $231k 768.00 300.41
Colgate-Palmolive Company (CL) 0.0 $229k 2.9k 79.94
Union Pacific Corporation (UNP) 0.0 $227k 961.00 236.37
salesforce (CRM) 0.0 $226k 953.00 237.41
Ishares Tr Select Divid Etf (DVY) 0.0 $213k 1.5k 142.10
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $210k 7.1k 29.64
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $209k 1.5k 140.95
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $207k 7.4k 27.90
Cintas Corporation (CTAS) 0.0 $207k 1.0k 205.26
Netflix (NFLX) 0.0 $205k 171.00 1198.92
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $200k 2.1k 96.55
McKesson Corporation (MCK) 0.0 $200k 259.00 773.37
Lam Research Corp Com New (LRCX) 0.0 $200k 1.5k 134.12
Spdr Series Trust S&P 400 MDCP GRW (MDYG) 0.0 $200k 2.2k 91.56
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $199k 1.7k 118.81
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $193k 4.1k 46.81
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.0 $181k 3.3k 55.33
First Tr Exchange Traded Dorsey Wright (IFV) 0.0 $169k 6.9k 24.48
First Tr Exchange Traded Consumr Discre (FXD) 0.0 $158k 2.3k 68.22
First Tr Exch Trd Alphdx Europe Alphadex (FEP) 0.0 $154k 3.0k 51.19
First Tr Exchng Traded Fd Vi Vest Nasdaq-100 (QMAG) 0.0 $152k 6.5k 23.22
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 0.0 $151k 1.6k 94.31
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $146k 823.00 176.81
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $143k 1.0k 137.81
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $142k 2.7k 53.40
First Tr Exchange Traded Hlth Care Alph (FXH) 0.0 $141k 1.3k 109.67
Spdr Series Trust S&p Divid Etf (SDY) 0.0 $140k 1.0k 140.05
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) 0.0 $139k 3.0k 46.82
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $125k 604.00 206.51
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT) 0.0 $123k 4.0k 31.05
Ishares Tr Core S&p500 Etf (IVV) 0.0 $117k 174.00 669.30
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $115k 1.3k 91.42
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) 0.0 $115k 3.2k 35.79
First Tr Exchange-traded Core Investment (FTCB) 0.0 $114k 5.3k 21.31
Spdr Series Trust Bloomberg Sht Te (SJNK) 0.0 $114k 4.4k 25.60
Select Sector Spdr Tr Financial (XLF) 0.0 $108k 2.0k 53.87
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $106k 1.3k 84.68
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $93k 1.6k 58.86
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $87k 2.8k 31.62
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN) 0.0 $86k 2.8k 31.11
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.0 $84k 2.0k 42.05
First Tr Exchange Traded Cloud Computing (SKYY) 0.0 $84k 623.00 134.42
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $82k 576.00 141.50
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC) 0.0 $73k 2.0k 36.68
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) 0.0 $73k 1.7k 44.20
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $71k 349.00 203.59
First Tr Exchange-traded No Amer Energy (EMLP) 0.0 $69k 1.8k 38.29
Select Sector Spdr Tr Energy (XLE) 0.0 $63k 700.00 89.34
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.0 $60k 3.0k 19.71
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $59k 532.00 110.59
Spdr Series Trust Portfolio S&p600 (SPSM) 0.0 $54k 1.2k 46.32
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) 0.0 $54k 717.00 75.37
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN) 0.0 $47k 1.0k 46.50
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $46k 575.00 79.80
First Tr Exchange Traded Utilities Alph (FXU) 0.0 $46k 1.0k 45.45
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP) 0.0 $43k 843.00 50.54
First Tr Exchange Traded Energy Alphadx (FXN) 0.0 $42k 2.6k 16.30
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $41k 138.00 294.22
Spdr Series Trust Ice Pfd Sec Etf (PSK) 0.0 $38k 1.2k 33.07
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) 0.0 $38k 750.00 50.95
Dimensional Etf Trust Intl Core Equity (DFIC) 0.0 $38k 1.2k 32.79
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG) 0.0 $35k 800.00 43.63
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $35k 389.00 89.57
Dimensional Etf Trust Intl High Profit (DIHP) 0.0 $35k 1.1k 30.40
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC) 0.0 $33k 1.5k 22.02
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR) 0.0 $32k 1.0k 32.18
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.0 $32k 958.00 32.90
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV) 0.0 $30k 800.00 38.05
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.0 $30k 101.00 294.32
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.0 $29k 355.00 80.65
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.0 $28k 1.5k 18.81
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.0 $27k 1.3k 20.57
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG) 0.0 $27k 700.00 38.61
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC) 0.0 $27k 857.00 31.12
First Tr Exchng Traded Fd Vi Ft Vest U.s (SNOV) 0.0 $25k 1.0k 24.72
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.0 $23k 500.00 46.70
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.0 $23k 711.00 32.07
Ishares Tr Gl Timb Fore Etf (WOOD) 0.0 $22k 300.00 73.41
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) 0.0 $22k 500.00 43.77
Ishares Tr S&p 100 Etf (OEF) 0.0 $22k 65.00 332.85
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $21k 215.00 97.82
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $20k 75.00 271.12
Vanguard Index Fds Large Cap Etf (VV) 0.0 $19k 62.00 308.68
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $17k 200.00 87.21
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $17k 630.00 26.34
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $15k 349.00 42.79
First Tr Exchange Traded Nasdaq Bk Etf (FTXO) 0.0 $14k 400.00 35.61
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.0 $14k 660.00 20.93
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $13k 134.00 99.95
Ishares Tr Usd Inv Grde Etf (USIG) 0.0 $13k 256.00 52.22
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) 0.0 $11k 200.00 54.73
Spdr Series Trust Portfolio S&p400 (SPMD) 0.0 $11k 189.00 57.19
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) 0.0 $11k 200.00 52.89
First Tr Exchange-traded Intermediate Dur (FIIG) 0.0 $9.6k 450.00 21.23
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT) 0.0 $9.5k 200.00 47.51
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR) 0.0 $9.3k 200.00 46.39
First Tr Exchange Traded Consumr Staple (FXG) 0.0 $8.5k 135.00 62.67
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.0 $8.3k 150.00 55.15
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) 0.0 $7.8k 168.00 46.54
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $6.0k 224.00 26.95
Ishares Tr Eafe Value Etf (EFV) 0.0 $4.5k 67.00 67.84
First Tr Exchng Traded Fd Vi Vest Emerging Mk (TMAR) 0.0 $4.5k 200.00 22.26
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $4.1k 36.00 113.89
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $3.9k 100.00 38.57
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.0 $2.9k 150.00 19.56
First Tr Exchange-traded Wcm Developing W (WCME) 0.0 $2.6k 150.00 17.17
First Tr Exchange-traded Wcm Intl Equity (WCMI) 0.0 $2.5k 150.00 16.87
Spdr Series Trust Portfolio S&p500 (SPLG) 0.0 $2.4k 31.00 78.35
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $2.4k 20.00 118.45
Ishares Tr Mbs Etf (MBB) 0.0 $2.3k 24.00 95.17
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.0 $2.2k 71.00 31.63
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $2.0k 33.00 60.24
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $1.7k 12.00 145.67
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.0 $1.5k 21.00 70.62
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $351.000000 2.00 175.50