Dimensional Etf Trust Us Targeted Vlu
(DFAT)
|
29.8 |
$419M |
|
8.8M |
47.52 |
Dimensional Etf Trust Us Small Cap Etf
(DFAS)
|
29.3 |
$412M |
|
6.9M |
59.99 |
Dimensional Etf Trust Us Equity Etf
(DFUS)
|
22.7 |
$319M |
|
6.2M |
51.70 |
Dimensional Etf Trust Internatnal Val
(DFIV)
|
8.5 |
$119M |
|
3.6M |
32.82 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
1.7 |
$23M |
|
274k |
84.75 |
Apple
(AAPL)
|
1.2 |
$17M |
|
95k |
177.58 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.5 |
$6.3M |
|
26k |
241.43 |
Amazon
(AMZN)
|
0.4 |
$5.5M |
|
1.7k |
3334.14 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.4 |
$5.4M |
|
24k |
226.02 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.3 |
$4.8M |
|
10k |
476.92 |
Costco Wholesale Corporation
(COST)
|
0.3 |
$4.3M |
|
7.5k |
567.66 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.3 |
$3.7M |
|
33k |
113.83 |
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.3 |
$3.7M |
|
21k |
178.86 |
Microsoft Corporation
(MSFT)
|
0.2 |
$3.0M |
|
9.1k |
336.35 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.2 |
$2.7M |
|
11k |
254.76 |
Dimensional Etf Trust Us Core Equity 2
(DFAC)
|
0.2 |
$2.7M |
|
92k |
28.97 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.2 |
$2.6M |
|
5.4k |
474.99 |
Vanguard Index Fds Mcap Vl Idxvip
(VOE)
|
0.1 |
$2.1M |
|
14k |
150.35 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.1 |
$1.9M |
|
23k |
81.25 |
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
0.1 |
$1.7M |
|
15k |
113.01 |
Johnson & Johnson
(JNJ)
|
0.1 |
$1.5M |
|
9.0k |
171.12 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.1 |
$1.5M |
|
13k |
114.51 |
Vanguard Index Fds Value Etf
(VTV)
|
0.1 |
$1.5M |
|
10k |
147.14 |
Jacobs Engineering
|
0.1 |
$1.5M |
|
11k |
139.19 |
Spdr Ser Tr Prtflo S&p500 Vl
(SPYV)
|
0.1 |
$1.5M |
|
35k |
41.99 |
Ishares Tr 3 7 Yr Treas Bd
(IEI)
|
0.1 |
$1.4M |
|
11k |
128.65 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.1 |
$1.4M |
|
479.00 |
2897.70 |
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
0.1 |
$1.2M |
|
24k |
50.86 |
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
0.1 |
$1.1M |
|
10k |
106.98 |
Visa Com Cl A
(V)
|
0.1 |
$1.0M |
|
4.7k |
216.77 |
Nuveen Mun High Income Opp F
(NMZ)
|
0.1 |
$1.0M |
|
66k |
15.12 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.1 |
$987k |
|
16k |
61.26 |
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
0.1 |
$972k |
|
9.1k |
107.40 |
Schwab Strategic Tr Intl Sceqt Etf
(SCHC)
|
0.1 |
$951k |
|
23k |
40.92 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.1 |
$941k |
|
8.1k |
115.96 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.1 |
$935k |
|
3.1k |
299.01 |
Starbucks Corporation
(SBUX)
|
0.1 |
$919k |
|
7.9k |
117.03 |
Ishares Core Msci Emkt
(IEMG)
|
0.1 |
$882k |
|
15k |
59.86 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.1 |
$831k |
|
8.1k |
102.35 |
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
0.1 |
$796k |
|
11k |
73.09 |
Tesla Motors
(TSLA)
|
0.1 |
$788k |
|
746.00 |
1056.30 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.1 |
$772k |
|
1.8k |
436.65 |
Goldman Sachs
(GS)
|
0.1 |
$736k |
|
1.9k |
382.74 |
JPMorgan Chase & Co.
(JPM)
|
0.1 |
$711k |
|
4.5k |
158.32 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.1 |
$709k |
|
6.3k |
112.18 |
Ishares Tr Msci Intl Sml Cp
(ISCF)
|
0.1 |
$705k |
|
20k |
36.24 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.1 |
$703k |
|
243.00 |
2893.00 |
Ishares Tr Msci Intl Vlu Ft
(IVLU)
|
0.0 |
$692k |
|
27k |
25.45 |
Abbvie
(ABBV)
|
0.0 |
$671k |
|
5.0k |
135.42 |
Meta Platforms Cl A
(META)
|
0.0 |
$652k |
|
1.9k |
336.26 |
Fidelity Comwlth Tr Nasdaq Compsit
(ONEQ)
|
0.0 |
$651k |
|
11k |
60.93 |
Schwab Strategic Tr Schwb Fdt Emk Lg
(FNDE)
|
0.0 |
$599k |
|
19k |
30.97 |
Spdr Index Shs Fds S&p Emktsc Etf
(EWX)
|
0.0 |
$591k |
|
10k |
59.27 |
Coca-Cola Company
(KO)
|
0.0 |
$576k |
|
9.7k |
59.24 |
Pepsi
(PEP)
|
0.0 |
$551k |
|
3.2k |
173.71 |
NVIDIA Corporation
(NVDA)
|
0.0 |
$503k |
|
1.7k |
293.98 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.0 |
$496k |
|
6.3k |
78.73 |
Vanguard World Mega Cap Index
(MGC)
|
0.0 |
$487k |
|
2.9k |
167.99 |
Ishares Tr Sp Smcp600vl Etf
(IJS)
|
0.0 |
$481k |
|
4.6k |
104.41 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.0 |
$479k |
|
1.2k |
397.84 |
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.0 |
$451k |
|
1.00 |
451000.00 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.0 |
$450k |
|
12k |
38.84 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.0 |
$449k |
|
9.1k |
49.45 |
UnitedHealth
(UNH)
|
0.0 |
$445k |
|
887.00 |
501.69 |
Provident Financial Services
(PFS)
|
0.0 |
$445k |
|
18k |
24.23 |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf
(VEA)
|
0.0 |
$441k |
|
8.6k |
51.02 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
0.0 |
$439k |
|
8.1k |
53.89 |
Boeing Company
(BA)
|
0.0 |
$423k |
|
2.1k |
201.33 |
Ishares Em Mkt Sm-cp Etf
(EEMS)
|
0.0 |
$414k |
|
6.9k |
60.25 |
Truist Financial Corp equities
(TFC)
|
0.0 |
$405k |
|
6.9k |
58.59 |
Jefferies Finl Group
(JEF)
|
0.0 |
$402k |
|
10k |
38.84 |
PPG Industries
(PPG)
|
0.0 |
$388k |
|
2.3k |
172.29 |
Charles Schwab Corporation
(SCHW)
|
0.0 |
$354k |
|
4.2k |
84.01 |
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml
(PDN)
|
0.0 |
$350k |
|
9.5k |
36.82 |
Dimensional Etf Trust Us Core Eqt Mkt
(DFAU)
|
0.0 |
$337k |
|
10k |
33.00 |
Schwab Strategic Tr 1000 Index Etf
(SCHK)
|
0.0 |
$326k |
|
7.0k |
46.57 |
Ishares Tr Eafe Value Etf
(EFV)
|
0.0 |
$296k |
|
5.9k |
50.34 |
Union Pacific Corporation
(UNP)
|
0.0 |
$286k |
|
1.1k |
251.54 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.0 |
$286k |
|
3.5k |
80.95 |
Thermo Fisher Scientific
(TMO)
|
0.0 |
$283k |
|
424.00 |
667.45 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.0 |
$280k |
|
1.7k |
167.97 |
Vanguard Index Fds Large Cap Etf
(VV)
|
0.0 |
$279k |
|
1.3k |
220.90 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.0 |
$270k |
|
9.1k |
29.58 |
J P Morgan Exchange-traded F Ultra Shrt Inc
(JPST)
|
0.0 |
$252k |
|
5.0k |
50.40 |
Stryker Corporation
(SYK)
|
0.0 |
$231k |
|
864.00 |
267.36 |
Advanced Micro Devices
(AMD)
|
0.0 |
$231k |
|
1.6k |
143.93 |
Verizon Communications
(VZ)
|
0.0 |
$229k |
|
4.4k |
51.97 |
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
0.0 |
$227k |
|
1.4k |
162.49 |
United Parcel Service CL B
(UPS)
|
0.0 |
$227k |
|
1.1k |
214.56 |
Invesco Exchange Traded Fd T Ftse Rafi 1500
(PRFZ)
|
0.0 |
$220k |
|
1.1k |
191.47 |
Oracle Corporation
(ORCL)
|
0.0 |
$213k |
|
2.4k |
87.05 |
Ishares Tr Cohen Steer Reit
(ICF)
|
0.0 |
$213k |
|
2.8k |
76.07 |
Schwab Strategic Tr Schwab Fdt Us Lg
(FNDX)
|
0.0 |
$212k |
|
3.6k |
58.66 |
Intuitive Surgical Com New
(ISRG)
|
0.0 |
$206k |
|
573.00 |
359.51 |
At&t
(T)
|
0.0 |
$204k |
|
8.3k |
24.55 |
Ishares Tr Residential Mult
(REZ)
|
0.0 |
$203k |
|
2.1k |
98.02 |
Soc Telemed Com Cl A
|
0.0 |
$84k |
|
66k |
1.28 |
Caladrius Biosciences Com New
|
0.0 |
$9.0k |
|
10k |
0.86 |