Vanguard Total Stock Market ETF
(VTI)
|
33.8 |
$100M |
|
491k |
204.10 |
Vanguard Europe Pacific ETF
(VEA)
|
16.2 |
$48M |
|
1.1M |
45.17 |
Vanguard Emerging Markets ETF
(VWO)
|
8.8 |
$26M |
|
646k |
40.40 |
iShares MSCI EAFE Index Fund
(EFA)
|
5.7 |
$17M |
|
236k |
71.52 |
Ishares Core Msci Eafe Etf core msci eafe
(IEFA)
|
4.3 |
$13M |
|
193k |
66.85 |
iShares Dow Jones US Real Estate
(IYR)
|
3.6 |
$11M |
|
125k |
84.90 |
Berkshire Hathaway
(BRK.B)
|
3.4 |
$10M |
|
33k |
308.77 |
iShares Russell 3000 Index
(IWV)
|
2.8 |
$8.3M |
|
35k |
235.41 |
Ishares Inc core msci emkt
(IEMG)
|
2.7 |
$8.0M |
|
164k |
48.79 |
Schwab U S Broad Market ETF
(SCHB)
|
2.6 |
$7.6M |
|
158k |
47.85 |
Vanguard Mun Bd Fd Inc tax-exempt bd
(VTEB)
|
2.6 |
$7.6M |
|
150k |
50.66 |
ExlService Holdings
(EXLS)
|
1.9 |
$5.6M |
|
35k |
161.84 |
Vanguard REIT ETF
(VNQ)
|
1.8 |
$5.3M |
|
64k |
83.03 |
Energy Select Sector SPDR
(XLE)
|
1.5 |
$4.3M |
|
52k |
82.84 |
Apple
(AAPL)
|
1.2 |
$3.4M |
|
21k |
164.89 |
Vanguard Intermediate Tm Cpte Bd ETF
(VCIT)
|
0.8 |
$2.3M |
|
29k |
80.22 |
Vanguard Energy ETF
(VDE)
|
0.7 |
$2.1M |
|
19k |
114.21 |
iShares Cohen & Steers Realty Maj.
(ICF)
|
0.7 |
$2.1M |
|
38k |
55.55 |
Berkshire Hathaway
(BRK.A)
|
0.6 |
$1.9M |
|
4.00 |
465500.00 |
Pimco Total Return Etf totl
(BOND)
|
0.5 |
$1.5M |
|
17k |
92.76 |
R1 Rcm
|
0.4 |
$1.2M |
|
82k |
15.00 |
Utilities SPDR
(XLU)
|
0.4 |
$1.1M |
|
16k |
67.70 |
iShares MSCI Emerging Markets Indx
(EEM)
|
0.3 |
$971k |
|
25k |
39.47 |
iShares Russell 1000 Growth Index
(IWF)
|
0.3 |
$867k |
|
3.5k |
244.29 |
iShares Russell 1000 Value Index
(IWD)
|
0.3 |
$866k |
|
5.7k |
152.33 |
Vanguard Health Care ETF
(VHT)
|
0.3 |
$757k |
|
3.2k |
238.43 |
iShares S&P Natl AMTFr Mncpl Bd
(MUB)
|
0.2 |
$703k |
|
6.5k |
107.81 |
Genpact
(G)
|
0.2 |
$693k |
|
15k |
46.19 |
Comcast Corporation
(CMCSA)
|
0.2 |
$613k |
|
16k |
37.91 |
Schwab International Equity ETF
(SCHF)
|
0.2 |
$549k |
|
16k |
34.77 |
Amarin Corporation
(AMRN)
|
0.2 |
$525k |
|
350k |
1.50 |
Spdr Index Shs Fds s^p global nat res
(GNR)
|
0.2 |
$514k |
|
9.0k |
57.11 |
iShares Lehman Aggregate Bond
(AGG)
|
0.1 |
$345k |
|
3.5k |
99.71 |
Schwab Strategic Tr us reit etf
(SCHH)
|
0.1 |
$328k |
|
17k |
19.50 |
iShares S&P Global Infrastructure Index
(IGF)
|
0.1 |
$280k |
|
5.9k |
47.64 |
iShares IBoxx $ Invest Grade Corp Bd
(LQD)
|
0.1 |
$233k |
|
2.1k |
109.70 |
iShares MSCI EAFE Growth Index
(EFG)
|
0.1 |
$231k |
|
2.5k |
93.71 |
Juniper Networks
(JNPR)
|
0.1 |
$228k |
|
6.6k |
34.44 |
Vanguard Information Technology ETF
(VGT)
|
0.1 |
$222k |
|
575.00 |
386.09 |
Snowflake Inc Cl A
(SNOW)
|
0.1 |
$216k |
|
1.4k |
154.18 |
DURECT Corporation
|
0.0 |
$61k |
|
13k |
4.54 |
Fubotv
(FUBO)
|
0.0 |
$26k |
|
21k |
1.22 |