Ishares Tr Core Msci Eafe
(IEFA)
|
3.6 |
$39M |
|
529k |
74.22 |
|
Microsoft Corporation
(MSFT)
|
3.1 |
$34M |
-8%
|
80k |
420.72 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
3.0 |
$33M |
|
651k |
50.17 |
|
JPMorgan Chase & Co.
(JPM)
|
3.0 |
$32M |
-5%
|
162k |
200.30 |
|
UnitedHealth
(UNH)
|
2.9 |
$32M |
+2%
|
64k |
494.70 |
|
Bank of New York Mellon Corporation
(BK)
|
2.7 |
$29M |
-3%
|
509k |
57.62 |
|
Coca-Cola Company
(KO)
|
2.4 |
$26M |
|
427k |
61.18 |
|
Waste Management
(WM)
|
2.3 |
$25M |
-6%
|
117k |
213.15 |
|
Vanguard Intl Equity Index F Ftse Smcap Etf
(VSS)
|
2.2 |
$24M |
|
208k |
116.84 |
|
Copart
(CPRT)
|
2.2 |
$24M |
-2%
|
415k |
57.92 |
|
Ishares Tr Core Us Aggbd Et
(AGG)
|
2.2 |
$24M |
+4%
|
245k |
97.94 |
|
Apple
(AAPL)
|
2.2 |
$24M |
+18%
|
139k |
171.48 |
|
AutoZone
(AZO)
|
2.1 |
$23M |
|
7.4k |
3151.71 |
|
Visa Com Cl A
(V)
|
2.1 |
$23M |
-2%
|
83k |
279.08 |
|
Amazon
(AMZN)
|
2.1 |
$23M |
-35%
|
126k |
180.38 |
|
Schwab Strategic Tr Int-trm U.s Tres
(SCHR)
|
2.1 |
$23M |
+6%
|
459k |
49.05 |
|
Ishares Tr Mbs Etf
(MBB)
|
2.0 |
$22M |
-2%
|
238k |
92.42 |
|
Ishares Tr Core S&p Scp Etf
(IJR)
|
2.0 |
$22M |
+28%
|
198k |
110.52 |
|
Electronic Arts
(EA)
|
2.0 |
$22M |
|
164k |
132.67 |
|
Zoom Video Communications In Cl A
(ZM)
|
2.0 |
$22M |
|
333k |
65.37 |
|
Laboratory Corp Amer Hldgs Com New
(LH)
|
1.9 |
$21M |
-3%
|
94k |
218.46 |
|
Union Pacific Corporation
(UNP)
|
1.9 |
$20M |
-3%
|
83k |
245.93 |
|
Ge Healthcare Technologies I Common Stock
(GEHC)
|
1.9 |
$20M |
-23%
|
224k |
90.91 |
|
Procter & Gamble Company
(PG)
|
1.9 |
$20M |
-2%
|
125k |
162.25 |
|
Home Depot
(HD)
|
1.9 |
$20M |
-4%
|
53k |
383.60 |
|
Starbucks Corporation
(SBUX)
|
1.8 |
$19M |
|
212k |
91.39 |
|
Costco Wholesale Corporation
(COST)
|
1.8 |
$19M |
-18%
|
26k |
732.63 |
|
Brown Forman Corp CL B
(BF.B)
|
1.7 |
$18M |
|
354k |
51.62 |
|
EOG Resources
(EOG)
|
1.6 |
$18M |
|
140k |
127.84 |
|
PPL Corporation
(PPL)
|
1.5 |
$16M |
|
576k |
27.53 |
|
Nike CL B
(NKE)
|
1.5 |
$16M |
|
168k |
93.98 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
1.4 |
$15M |
-6%
|
98k |
152.26 |
|
Wells Fargo Perp Pfd Cnv A
(WFC.PL)
|
1.3 |
$14M |
-6%
|
12k |
1219.35 |
|
Match Group
(MTCH)
|
1.3 |
$14M |
NEW
|
383k |
36.28 |
|
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
1.3 |
$14M |
+4%
|
188k |
72.63 |
|
American Express Company
(AXP)
|
1.2 |
$13M |
+4291%
|
58k |
227.69 |
|
Ishares Core Msci Emkt
(IEMG)
|
1.2 |
$13M |
|
247k |
51.60 |
|
Ishares Tr 0-5 Yr Tips Etf
(STIP)
|
1.2 |
$13M |
-2%
|
127k |
99.43 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
1.1 |
$12M |
|
79k |
150.93 |
|
Ishares Tr Ishs 5-10yr Invt
(IGIB)
|
1.1 |
$12M |
|
229k |
51.60 |
|
Vertex Pharmaceuticals Incorporated
(VRTX)
|
1.1 |
$12M |
+30%
|
27k |
418.01 |
|
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
1.0 |
$11M |
-7%
|
130k |
80.51 |
|
Ishares Tr Ishs 1-5yr Invs
(IGSB)
|
0.9 |
$10M |
-9%
|
199k |
51.28 |
|
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.9 |
$9.8M |
-5%
|
128k |
76.67 |
|
Chevron Corporation
(CVX)
|
0.9 |
$9.8M |
+1070%
|
62k |
157.74 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.9 |
$9.4M |
-4%
|
224k |
41.77 |
|
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
0.9 |
$9.2M |
+11%
|
192k |
48.21 |
|
Vanguard Bd Index Fds Intermed Term
(BIV)
|
0.8 |
$8.7M |
+3%
|
115k |
75.40 |
|
Ishares Tr Core Total Usd
(IUSB)
|
0.8 |
$8.7M |
+5%
|
190k |
45.59 |
|
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.7 |
$7.1M |
-11%
|
92k |
77.31 |
|
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.6 |
$6.9M |
-3%
|
80k |
86.48 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
0.5 |
$5.9M |
-2%
|
26k |
228.59 |
|
Ishares Tr National Mun Etf
(MUB)
|
0.5 |
$5.5M |
+5%
|
51k |
107.60 |
|
Mastercard Incorporated Cl A
(MA)
|
0.5 |
$5.0M |
-6%
|
11k |
481.55 |
|
Schwab Strategic Tr Long Term Us
(SCHQ)
|
0.4 |
$3.8M |
+35%
|
113k |
33.73 |
|
J P Morgan Exchange Traded F Municipal Etf
(JMUB)
|
0.3 |
$3.5M |
+5%
|
69k |
50.74 |
|
Fidelity Covington Trust Msci Rl Est Etf
(FREL)
|
0.3 |
$3.4M |
|
129k |
26.09 |
|
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.3 |
$3.3M |
-4%
|
65k |
50.60 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
0.3 |
$3.0M |
|
5.8k |
525.76 |
|
NVIDIA Corporation
(NVDA)
|
0.3 |
$2.8M |
-18%
|
3.1k |
903.69 |
|
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
0.3 |
$2.8M |
|
53k |
52.16 |
|
Exxon Mobil Corporation
(XOM)
|
0.2 |
$2.6M |
|
22k |
116.24 |
|
J P Morgan Exchange Traded F Ultra Shrt Inc
(JPST)
|
0.2 |
$2.6M |
-8%
|
51k |
50.45 |
|
Johnson & Johnson
(JNJ)
|
0.2 |
$2.6M |
-2%
|
16k |
158.19 |
|
J P Morgan Exchange Traded F Ultra Sht Muncpl
(JMST)
|
0.2 |
$2.5M |
-16%
|
50k |
50.74 |
|
Vanguard Scottsdale Fds Lg-term Cor Bd
(VCLT)
|
0.2 |
$2.4M |
-34%
|
30k |
78.23 |
|
Taiwan Semiconductor Mfg Sponsored Ads
(TSM)
|
0.2 |
$2.3M |
|
17k |
136.05 |
|
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.2 |
$2.1M |
+372%
|
35k |
60.74 |
|
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.2 |
$2.1M |
-9%
|
20k |
104.73 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.2 |
$2.0M |
|
11k |
182.62 |
|
Vanguard Bd Index Fds Long Term Bond
(BLV)
|
0.2 |
$1.9M |
+50%
|
26k |
72.33 |
|
Fidelity Merrimack Str Tr Total Bd Etf
(FBND)
|
0.2 |
$1.8M |
NEW
|
41k |
45.31 |
|
Select Sector Spdr Tr Financial
(XLF)
|
0.2 |
$1.8M |
-69%
|
43k |
42.12 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.2 |
$1.8M |
-3%
|
4.3k |
420.57 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.2 |
$1.7M |
+4%
|
6.5k |
259.91 |
|
Fidelity Covington Trust Msci Finls Idx
(FNCL)
|
0.2 |
$1.7M |
-84%
|
28k |
59.40 |
|
Eli Lilly & Co.
(LLY)
|
0.1 |
$1.6M |
-19%
|
2.0k |
777.86 |
|
J P Morgan Exchange Traded F Equity Premium
(JEPI)
|
0.1 |
$1.6M |
|
27k |
57.86 |
|
Honeywell International
(HON)
|
0.1 |
$1.6M |
-14%
|
7.7k |
205.26 |
|
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
0.1 |
$1.6M |
|
19k |
80.63 |
|
J P Morgan Exchange Traded F Intrnl Res Eqt
(JIRE)
|
0.1 |
$1.4M |
NEW
|
23k |
62.62 |
|
United Parcel Service CL B
(UPS)
|
0.1 |
$1.3M |
-5%
|
8.7k |
148.63 |
|
Ishares Tr Core Divid Etf
(DIVB)
|
0.1 |
$1.2M |
+17%
|
28k |
44.50 |
|
Vanguard Index Fds Value Etf
(VTV)
|
0.1 |
$1.2M |
+4%
|
7.6k |
162.86 |
|
Discover Financial Services
(DFS)
|
0.1 |
$1.2M |
|
9.2k |
131.09 |
|
Select Sector Spdr Tr Technology
(XLK)
|
0.1 |
$1.2M |
-2%
|
5.6k |
208.26 |
|
Fidelity Covington Trust Msci Utils Index
(FUTY)
|
0.1 |
$1.1M |
-19%
|
26k |
42.42 |
|
BlackRock
(BLK)
|
0.1 |
$1.1M |
-4%
|
1.3k |
833.62 |
|
Truist Financial Corp equities
(TFC)
|
0.1 |
$1.1M |
-29%
|
27k |
38.98 |
|
Uber Technologies
(UBER)
|
0.1 |
$1.1M |
-23%
|
14k |
76.99 |
|
Cisco Systems
(CSCO)
|
0.1 |
$1.0M |
-91%
|
21k |
49.91 |
|
Meta Platforms Cl A
(META)
|
0.1 |
$1.0M |
|
2.1k |
485.58 |
|
Bok Finl Corp Com New
(BOKF)
|
0.1 |
$995k |
|
11k |
92.00 |
|
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.1 |
$959k |
-3%
|
5.0k |
191.90 |
|
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.1 |
$944k |
-4%
|
2.8k |
337.05 |
|
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
0.1 |
$912k |
+11%
|
7.9k |
115.30 |
|
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.1 |
$886k |
|
15k |
58.65 |
|
Enterprise Products Partners
(EPD)
|
0.1 |
$870k |
|
30k |
29.18 |
|
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.1 |
$822k |
|
1.6k |
523.07 |
|
Spdr Ser Tr S&p Regl Bkg
(KRE)
|
0.1 |
$812k |
-6%
|
16k |
50.28 |
|
Blackstone Group Inc Com Cl A
(BX)
|
0.1 |
$781k |
-3%
|
5.9k |
131.38 |
|
Spdr Ser Tr Portfolio Short
(SPSB)
|
0.1 |
$766k |
-22%
|
26k |
29.77 |
|
Lowe's Companies
(LOW)
|
0.1 |
$723k |
-51%
|
2.8k |
254.74 |
|
Crowdstrike Hldgs Cl A
(CRWD)
|
0.1 |
$697k |
-12%
|
2.2k |
320.63 |
|
Select Sector Spdr Tr Energy
(XLE)
|
0.1 |
$665k |
|
7.0k |
94.41 |
|
General Dynamics Corporation
(GD)
|
0.1 |
$660k |
|
2.3k |
282.43 |
|
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.1 |
$634k |
|
1.00 |
634440.00 |
|
Abbvie
(ABBV)
|
0.1 |
$629k |
|
3.5k |
182.10 |
|
McKesson Corporation
(MCK)
|
0.1 |
$618k |
|
1.2k |
536.90 |
|
Wal-Mart Stores
(WMT)
|
0.1 |
$616k |
+186%
|
10k |
60.17 |
|
Amgen
(AMGN)
|
0.1 |
$610k |
-21%
|
2.1k |
284.32 |
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.1 |
$606k |
+19%
|
1.3k |
480.83 |
|
Vanguard World Inf Tech Etf
(VGT)
|
0.1 |
$606k |
|
1.2k |
524.34 |
|
Merck & Co
(MRK)
|
0.1 |
$590k |
-3%
|
4.5k |
131.96 |
|
3M Company
(MMM)
|
0.1 |
$589k |
-94%
|
5.6k |
106.07 |
|
Servicenow
(NOW)
|
0.1 |
$572k |
|
750.00 |
762.40 |
|
Quest Diagnostics Incorporated
(DGX)
|
0.1 |
$570k |
-2%
|
4.3k |
133.11 |
|
Fidelity Covington Trust Msci Energy Idx
(FENY)
|
0.1 |
$558k |
-9%
|
22k |
25.87 |
|
Ishares Tr Blackrock Ultra
(ICSH)
|
0.1 |
$557k |
+8%
|
11k |
50.56 |
|
Schwab Strategic Tr Us Reit Etf
(SCHH)
|
0.1 |
$555k |
|
27k |
20.30 |
|
Walt Disney Company
(DIS)
|
0.1 |
$553k |
-49%
|
4.5k |
122.36 |
|
Constellation Energy
(CEG)
|
0.0 |
$536k |
-30%
|
2.9k |
184.85 |
|
Proshares Tr Pshs Ultra Qqq
(QLD)
|
0.0 |
$530k |
-7%
|
6.1k |
87.48 |
|
Palo Alto Networks
(PANW)
|
0.0 |
$526k |
-12%
|
1.9k |
284.13 |
|
ConocoPhillips
(COP)
|
0.0 |
$523k |
|
4.1k |
127.28 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
0.0 |
$521k |
+22%
|
3.1k |
169.34 |
|
Proshares Tr Pshs Ult S&p 500
(SSO)
|
0.0 |
$511k |
-8%
|
6.6k |
77.52 |
|
J P Morgan Exchange Traded F Nasdaq Eqt Prem
(JEPQ)
|
0.0 |
$504k |
|
9.3k |
54.24 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.0 |
$495k |
-4%
|
2.0k |
249.86 |
|
Raytheon Technologies Corp
(RTX)
|
0.0 |
$489k |
-6%
|
5.0k |
97.53 |
|
Select Sector Spdr Tr Sbi Cons Discr
(XLY)
|
0.0 |
$487k |
-3%
|
2.6k |
183.89 |
|
Vanguard Whitehall Fds Intl Dvd Etf
(VIGI)
|
0.0 |
$462k |
-2%
|
5.7k |
81.53 |
|
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.0 |
$453k |
-21%
|
2.5k |
179.11 |
|
Philip Morris International
(PM)
|
0.0 |
$444k |
-4%
|
4.8k |
91.62 |
|
Wisdomtree Tr Us Qtly Div Grt
(DGRW)
|
0.0 |
$434k |
|
5.7k |
76.19 |
|
Vanguard World Financials Etf
(VFH)
|
0.0 |
$425k |
-9%
|
4.2k |
102.39 |
|
Altria
(MO)
|
0.0 |
$421k |
NEW
|
9.6k |
43.62 |
|
Goldman Sachs
(GS)
|
0.0 |
$421k |
NEW
|
1.0k |
417.59 |
|
Bank America Corp 7.25%CNV PFD L
(BAC.PL)
|
0.0 |
$414k |
+3%
|
347.00 |
1193.74 |
|
Te Connectivity SHS
(TEL)
|
0.0 |
$399k |
NEW
|
2.7k |
145.24 |
|
Vanguard Index Fds Growth Etf
(VUG)
|
0.0 |
$399k |
|
1.2k |
344.20 |
|
Spdr Ser Tr Russell Yield
(ONEY)
|
0.0 |
$360k |
-13%
|
3.3k |
108.67 |
|
American Intl Group Com New
(AIG)
|
0.0 |
$353k |
NEW
|
4.5k |
78.18 |
|
Asml Holding N V N Y Registry Shs
(ASML)
|
0.0 |
$351k |
-25%
|
362.00 |
970.47 |
|
Schwab Strategic Tr Mun Bd Etf
(SCMB)
|
0.0 |
$351k |
|
6.7k |
52.05 |
|
Valero Energy Corporation
(VLO)
|
0.0 |
$341k |
|
2.0k |
170.69 |
|
Deere & Company
(DE)
|
0.0 |
$335k |
|
815.00 |
410.70 |
|
Ishares Gold Tr Ishares New
(IAU)
|
0.0 |
$328k |
+10%
|
7.8k |
42.01 |
|
Icon SHS
(ICLR)
|
0.0 |
$327k |
-2%
|
972.00 |
335.95 |
|
Invesco Exchange Traded Fd T S&p500 Quality
(SPHQ)
|
0.0 |
$315k |
|
5.2k |
60.42 |
|
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
0.0 |
$314k |
-4%
|
4.4k |
70.88 |
|
Tesla Motors
(TSLA)
|
0.0 |
$310k |
-13%
|
1.8k |
175.79 |
|
Dimensional Etf Trust Us Core Equity 2
(DFAC)
|
0.0 |
$305k |
+35%
|
9.5k |
31.95 |
|
Dimensional Etf Trust Intl Core Eqt Mk
(DFAI)
|
0.0 |
$303k |
NEW
|
10k |
30.22 |
|
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.0 |
$297k |
+31%
|
7.6k |
39.02 |
|
Bank of America Corporation
(BAC)
|
0.0 |
$269k |
|
7.1k |
37.92 |
|
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
0.0 |
$269k |
|
675.00 |
397.76 |
|
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol
(SPLV)
|
0.0 |
$263k |
|
4.0k |
65.87 |
|
Vanguard World Health Car Etf
(VHT)
|
0.0 |
$254k |
|
939.00 |
270.52 |
|
Ishares Tr Rus Mid Cap Etf
(IWR)
|
0.0 |
$253k |
|
3.0k |
84.09 |
|
Cardinal Health
(CAH)
|
0.0 |
$249k |
-7%
|
2.2k |
111.92 |
|
Okta Cl A
(OKTA)
|
0.0 |
$246k |
-17%
|
2.4k |
104.63 |
|
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
0.0 |
$244k |
-6%
|
3.8k |
63.33 |
|
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.0 |
$242k |
|
2.0k |
121.00 |
|
Ishares Tr Russell 2000 Etf
(IWM)
|
0.0 |
$241k |
NEW
|
1.1k |
210.30 |
|
Vanguard Index Fds Mcap Gr Idxvip
(VOT)
|
0.0 |
$238k |
|
1.0k |
235.79 |
|
Linde SHS
(LIN)
|
0.0 |
$235k |
-14%
|
506.00 |
464.74 |
|
Direxion Shs Etf Tr Nas100 Eql Wgt
(QQQE)
|
0.0 |
$235k |
|
2.6k |
89.21 |
|
Rbc Cad
(RY)
|
0.0 |
$232k |
|
2.3k |
100.88 |
|
Kenvue
(KVUE)
|
0.0 |
$226k |
-6%
|
11k |
21.46 |
|
Ishares Tr Us Industrials
(IYJ)
|
0.0 |
$226k |
|
1.8k |
125.71 |
|
Lockheed Martin Corporation
(LMT)
|
0.0 |
$226k |
-14%
|
497.00 |
454.87 |
|
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
0.0 |
$225k |
|
864.00 |
260.72 |
|
Spdr Ser Tr Bloomberg Invt
(FLRN)
|
0.0 |
$224k |
-12%
|
7.3k |
30.83 |
|
Ishares Tr Rus 1000 Etf
(IWB)
|
0.0 |
$224k |
|
777.00 |
288.04 |
|
Vanguard Bd Index Fds Vanguard Ultra
(VUSB)
|
0.0 |
$221k |
-22%
|
4.5k |
49.55 |
|
Oracle Corporation
(ORCL)
|
0.0 |
$219k |
-26%
|
1.7k |
125.61 |
|
Verizon Communications
(VZ)
|
0.0 |
$218k |
-17%
|
5.2k |
41.96 |
|
Intuit
(INTU)
|
0.0 |
$216k |
|
332.00 |
649.76 |
|
Select Sector Spdr Tr Communication
(XLC)
|
0.0 |
$209k |
NEW
|
2.6k |
81.66 |
|
Select Sector Spdr Tr Sbi Healthcare
(XLV)
|
0.0 |
$209k |
-3%
|
1.4k |
147.73 |
|
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.0 |
$207k |
NEW
|
2.5k |
84.45 |
|
Intel Corporation
(INTC)
|
0.0 |
$205k |
-10%
|
4.6k |
44.17 |
|
Direxion Shs Etf Tr Dly S&p500 Br 1x
(SPDN)
|
0.0 |
$166k |
-41%
|
14k |
12.17 |
|