Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
VANGUARD LARGE CAP ETF (VV) |
72,059 |
UNCH |
$15,720 |
VV | 72,059 | UNCH | $15,720 |
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) |
281,266 |
UNCH |
$13,473 |
VEA | 281,266 | UNCH | $13,473 |
VANGUARD REAL ESTATE ETF (VNQ) |
135,563 |
UNCH |
$11,978 |
VNQ | 135,563 | UNCH | $11,978 |
VANGUARD MID CAP ETF (VO) |
49,440 |
UNCH |
$11,502 |
VO | 49,440 | UNCH | $11,502 |
VANGUARD SMALL CAP ETF (VB) |
52,186 |
UNCH |
$11,133 |
VB | 52,186 | UNCH | $11,133 |
ISHARES TIPS BOND ETF (TIP) |
64,522 |
UNCH |
$6,936 |
TIP | 64,522 | UNCH | $6,936 |
VANGUARD TOTAL BOND MARKET ETF (BND) |
92,424 |
UNCH |
$6,798 |
BND | 92,424 | UNCH | $6,798 |
VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX) |
126,449 |
UNCH |
$6,242 |
BNDX | 126,449 | UNCH | $6,242 |
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF (BSCO) |
254,273 |
UNCH |
$5,310 |
BSCO | 254,273 | UNCH | $5,310 |
ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF (CMDY) |
91,803 |
UNCH |
$4,320 |
CMDY | 91,803 | UNCH | $4,320 |
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF (BSCP) |
205,396 |
UNCH |
$4,201 |
BSCP | 205,396 | UNCH | $4,201 |
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF (BSCQ) |
215,303 |
UNCH |
$4,155 |
BSCQ | 215,303 | UNCH | $4,155 |
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF (BSCR) |
204,568 |
UNCH |
$3,980 |
BSCR | 204,568 | UNCH | $3,980 |
INVESCO BULLETSHARES 2028 CORPORATE BOND ETF (BSCS) |
195,771 |
UNCH |
$3,970 |
BSCS | 195,771 | UNCH | $3,970 |
INVESCO BULLETSHARES 2029 CORPORATE BOND ETF (BSCT) |
208,906 |
UNCH |
$3,874 |
BSCT | 208,906 | UNCH | $3,874 |
VANGUARD LONG TERM BOND ETF (BLV) |
40,991 |
UNCH |
$3,057 |
BLV | 40,991 | UNCH | $3,057 |
INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETF (BSJO) |
131,406 |
UNCH |
$2,985 |
BSJO | 131,406 | UNCH | $2,985 |
INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETF (BSJP) |
130,894 |
UNCH |
$2,975 |
BSJP | 130,894 | UNCH | $2,975 |
ISHARES MSCI EAFE ETF (EFA) |
25,334 |
UNCH |
$1,909 |
EFA | 25,334 | UNCH | $1,909 |
REAL ESTATE SELECT SECTOR SPDR FUND (XLRE) |
37,392 |
UNCH |
$1,498 |
XLRE | 37,392 | UNCH | $1,498 |
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF (IAGG) |
23,970 |
UNCH |
$1,194 |
IAGG | 23,970 | UNCH | $1,194 |
ISHARES IBONDS DEC 2026 TERM TREASURY ETF (IBTG) |
51,193 |
UNCH |
$1,170 |
IBTG | 51,193 | UNCH | $1,170 |
ISHARES IBONDS DEC 2025 TERM TREASURY ETF (IBTF) |
48,742 |
UNCH |
$1,135 |
IBTF | 48,742 | UNCH | $1,135 |
ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) |
10,811 |
UNCH |
$1,073 |
AGG | 10,811 | UNCH | $1,073 |
INVESCO BULLETSHARES 2030 CORPORATE BOND ETF (BSCU) |
63,345 |
UNCH |
$1,054 |
BSCU | 63,345 | UNCH | $1,054 |
ISHARES IBONDS DEC 2024 TERM TREASURY ETF (IBTE) |
38,210 |
UNCH |
$912 |
IBTE | 38,210 | UNCH | $912 |
ISHARES COHEN & STEERS REIT ETF (ICF) |
15,315 |
UNCH |
$899 |
ICF | 15,315 | UNCH | $899 |
INVESCO BULLETSHARES 2025 MUNICIPAL BOND ETF (BSMP) |
34,415 |
UNCH |
$844 |
BSMP | 34,415 | UNCH | $844 |
ISHARES CORE S&P SMALL CAP ETF (IJR) |
7,731 |
UNCH |
$837 |
IJR | 7,731 | UNCH | $837 |
ISHARES CORE S&P 500 ETF (IVV) |
1,532 |
UNCH |
$805 |
IVV | 1,532 | UNCH | $805 |
SCHWAB US TIPS ETF (SCHP) |
15,003 |
UNCH |
$783 |
SCHP | 15,003 | UNCH | $783 |
APPLE INC COM |
4,163 |
UNCH |
$714 |
AAPL | 4,163 | UNCH | $714 |
INVESCO BULLETSHARES 2024 MUNICIPAL BOND ETF (BSMO) |
23,773 |
UNCH |
$592 |
BSMO | 23,773 | UNCH | $592 |
VANGUARD FTSE EMERGING MARKETS ETF (VWO) |
13,876 |
UNCH |
$570 |
VWO | 13,876 | UNCH | $570 |
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) |
3,569 |
UNCH |
$563 |
RSP | 3,569 | UNCH | $563 |
BERKSHIRE HATHAWAY INC DEL CL B NEW |
|
|
$508 |
BRK.B | 1,425 | UNCH | $508 |
ISHARES INTERNATIONAL DEVELOPED PROPERTY ETF (WPS) |
16,057 |
UNCH |
$460 |
WPS | 16,057 | UNCH | $460 |
INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF (BSMS) |
18,919 |
UNCH |
$449 |
BSMS | 18,919 | UNCH | $449 |
INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF (BSMT) |
19,049 |
UNCH |
$448 |
BSMT | 19,049 | UNCH | $448 |
INVESCO QQQ TRUST SERIES I |
1,071 |
UNCH |
$439 |
QQQ | 1,071 | UNCH | $439 |
HOME DEPOT INC COM |
1,137 |
UNCH |
$436 |
HD | 1,137 | UNCH | $436 |
VANGUARD TOTAL STOCK MARKET ETF (VTI) |
1,823 |
UNCH |
$432 |
VTI | 1,823 | UNCH | $432 |
ISHARES ESG AWARE MSCI USA ETF (ESGU) |
3,742 |
UNCH |
$393 |
ESGU | 3,742 | UNCH | $393 |
VANGUARD TAX EXEMPT BOND ETF (VTEB) |
7,532 |
UNCH |
$385 |
VTEB | 7,532 | UNCH | $385 |
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF (IBDR) |
14,666 |
UNCH |
$351 |
IBDR | 14,666 | UNCH | $351 |
INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF (BSMR) |
14,626 |
UNCH |
$350 |
BSMR | 14,626 | UNCH | $350 |
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF (IBDQ) |
13,751 |
UNCH |
$340 |
IBDQ | 13,751 | UNCH | $340 |
ISHARES 1 3 YEAR TREASURY BOND ETF (SHY) |
3,983 |
UNCH |
$327 |
SHY | 3,983 | UNCH | $327 |
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF (IBDP) |
12,958 |
UNCH |
$323 |
IBDP | 12,958 | UNCH | $323 |
ALPHABET INC CAP STK CL A |
2,273 |
UNCH |
$317 |
GOOGL | 2,273 | UNCH | $317 |