Vanguard Index Fds Growth Etf
(VUG)
|
8.7 |
$40M |
|
124k |
320.90 |
Dimensional Etf Trust Us Equity Etf
(DFUS)
|
7.1 |
$32M |
|
626k |
51.70 |
World Gold Tr Spdr Gld Minis
|
6.9 |
$32M |
|
1.7M |
18.18 |
Vanguard Whitehall Fds Intl High Etf
(VYMI)
|
4.4 |
$20M |
|
300k |
67.17 |
Chevron Corporation
(CVX)
|
3.7 |
$17M |
|
145k |
117.35 |
International Business Machines
(IBM)
|
3.3 |
$15M |
|
113k |
133.66 |
Dow
(DOW)
|
3.3 |
$15M |
|
264k |
56.72 |
Dimensional Etf Trust World Ex Us Core
(DFAX)
|
3.1 |
$14M |
|
539k |
26.11 |
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
3.0 |
$14M |
|
122k |
113.01 |
Vanguard World Mega Cap Index
(MGC)
|
2.8 |
$13M |
|
76k |
168.08 |
Ishares Gold Tr Ishares New
(IAU)
|
2.8 |
$13M |
|
364k |
34.81 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
2.6 |
$12M |
|
25k |
474.95 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
2.5 |
$12M |
|
29k |
397.86 |
Vanguard Index Fds Value Etf
(VTV)
|
2.4 |
$11M |
|
74k |
147.11 |
Vanguard World Fds Utilities Etf
(VPU)
|
2.3 |
$10M |
|
66k |
156.40 |
Verizon Communications
(VZ)
|
2.1 |
$9.8M |
|
188k |
51.96 |
Dimensional Etf Trust Us Targeted Vlu
(DFAT)
|
2.1 |
$9.6M |
|
202k |
47.52 |
Dimensional Etf Trust Us Small Cap Etf
(DFAS)
|
1.9 |
$8.9M |
|
148k |
59.99 |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf
(VEA)
|
1.9 |
$8.7M |
|
171k |
51.06 |
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
1.6 |
$7.3M |
|
41k |
178.86 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
1.5 |
$6.7M |
|
58k |
116.01 |
Vanguard Index Fds Small Cp Etf
(VB)
|
1.4 |
$6.2M |
|
28k |
226.00 |
Tesla Motors
(TSLA)
|
1.4 |
$6.2M |
|
5.9k |
1056.72 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
1.2 |
$5.6M |
|
114k |
49.46 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
1.2 |
$5.5M |
|
68k |
80.83 |
Spdr Index Shs Fds Portfolio Devlpd
(SPDW)
|
1.0 |
$4.4M |
|
122k |
36.48 |
Apple
(AAPL)
|
1.0 |
$4.4M |
|
25k |
177.56 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.9 |
$4.2M |
|
77k |
54.91 |
Walgreen Boots Alliance
(WBA)
|
0.8 |
$3.5M |
|
67k |
52.16 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.8 |
$3.5M |
|
41k |
84.74 |
Exxon Mobil Corporation
(XOM)
|
0.7 |
$3.4M |
|
55k |
61.19 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.7 |
$3.4M |
|
7.7k |
436.55 |
Vanguard Index Fds Large Cap Etf
(VV)
|
0.7 |
$3.3M |
|
15k |
221.05 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.6 |
$2.9M |
|
28k |
102.39 |
Mondelez Intl Cl A
(MDLZ)
|
0.6 |
$2.8M |
|
42k |
66.31 |
Spdr Ser Tr Prtflo S&p500 Vl
(SPYV)
|
0.6 |
$2.8M |
|
66k |
42.00 |
Vanguard Charlotte Fds Total Int Bd Etf
(BNDX)
|
0.6 |
$2.6M |
|
47k |
55.17 |
Ishares Tr 1 3 Yr Treas Bd
(SHY)
|
0.6 |
$2.6M |
|
30k |
85.55 |
Dimensional Etf Trust Intl Core Eqt Mk
(DFAI)
|
0.6 |
$2.5M |
|
86k |
29.58 |
Spdr Ser Tr Portfolio S&p500
(SPLG)
|
0.5 |
$2.3M |
|
42k |
55.83 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.5 |
$2.3M |
|
7.7k |
299.05 |
Spdr Index Shs Fds Portfolio Emg Mk
(SPEM)
|
0.5 |
$2.3M |
|
55k |
41.49 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.5 |
$2.2M |
|
9.3k |
241.48 |
Walt Disney Company
(DIS)
|
0.5 |
$2.2M |
|
14k |
154.89 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
0.5 |
$2.2M |
|
19k |
114.07 |
Dimensional Etf Trust Us Core Eqt Mkt
(DFAU)
|
0.4 |
$2.1M |
|
62k |
33.01 |
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
0.4 |
$1.9M |
|
12k |
162.75 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.4 |
$1.9M |
|
16k |
113.83 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.4 |
$1.8M |
|
5.8k |
305.61 |
Spdr Ser Tr S&p 600 Smcp Val
(SLYV)
|
0.4 |
$1.7M |
|
20k |
84.73 |
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.3 |
$1.6M |
|
19k |
83.66 |
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
0.3 |
$1.5M |
|
20k |
73.20 |
Vanguard Intl Equity Index F Glb Ex Us Etf
(VNQI)
|
0.3 |
$1.4M |
|
27k |
53.94 |
Dimensional Etf Trust Internatnal Val
(DFIV)
|
0.3 |
$1.3M |
|
41k |
32.81 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.3 |
$1.3M |
|
12k |
114.51 |
Ishares Tr Sp Smcp600vl Etf
(IJS)
|
0.3 |
$1.3M |
|
13k |
104.51 |
Dimensional Etf Trust Emgr Cre Eqt Mng
(DFAE)
|
0.3 |
$1.3M |
|
48k |
27.36 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.3 |
$1.2M |
|
32k |
38.86 |
Ishares Tr Tips Bd Etf
(TIP)
|
0.2 |
$1.1M |
|
8.7k |
129.21 |
Prologis
(PLD)
|
0.2 |
$1.1M |
|
6.4k |
168.36 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.2 |
$1.1M |
|
36k |
29.61 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.2 |
$1.0M |
|
2.2k |
476.95 |
Spdr Ser Tr Portfolio S&p600
(SPSM)
|
0.2 |
$979k |
|
22k |
44.68 |
McDonald's Corporation
(MCD)
|
0.2 |
$963k |
|
3.6k |
267.95 |
Philip Morris International
(PM)
|
0.2 |
$950k |
|
10k |
95.00 |
American Tower Reit
(AMT)
|
0.2 |
$920k |
|
3.1k |
292.62 |
Home Depot
(HD)
|
0.2 |
$899k |
|
2.2k |
415.05 |
Equinix
(EQIX)
|
0.2 |
$883k |
|
1.0k |
845.79 |
Crown Castle Intl
(CCI)
|
0.2 |
$844k |
|
4.0k |
208.65 |
Procter & Gamble Company
(PG)
|
0.2 |
$796k |
|
4.9k |
163.52 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.2 |
$795k |
|
3.6k |
222.56 |
Eli Lilly & Co.
(LLY)
|
0.2 |
$787k |
|
2.9k |
276.14 |
Mastercard Incorporated Cl A
(MA)
|
0.2 |
$761k |
|
2.1k |
359.47 |
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
0.2 |
$759k |
|
2.1k |
363.51 |
Pepsi
(PEP)
|
0.2 |
$721k |
|
4.2k |
173.69 |
Nextera Energy
(NEE)
|
0.2 |
$720k |
|
7.7k |
93.41 |
Public Storage
(PSA)
|
0.1 |
$678k |
|
1.8k |
374.38 |
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.1 |
$660k |
|
14k |
48.86 |
Simon Property
(SPG)
|
0.1 |
$646k |
|
4.0k |
159.86 |
Digital Realty Trust
(DLR)
|
0.1 |
$594k |
|
3.4k |
176.84 |
Nike CL B
(NKE)
|
0.1 |
$589k |
|
3.5k |
166.76 |
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
0.1 |
$552k |
|
6.0k |
92.74 |
Sba Communications Corp Cl A
(SBAC)
|
0.1 |
$502k |
|
1.3k |
388.85 |
Colgate-Palmolive Company
(CL)
|
0.1 |
$498k |
|
5.8k |
85.29 |
Spdr Gold Tr Gold Shs
(GLD)
|
0.1 |
$490k |
|
2.9k |
170.79 |
JPMorgan Chase & Co.
(JPM)
|
0.1 |
$477k |
|
3.0k |
158.37 |
Cigna Corp
(CI)
|
0.1 |
$467k |
|
2.0k |
229.71 |
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.1 |
$451k |
|
1.00 |
451000.00 |
Ishares Tr Cohen Steer Reit
(ICF)
|
0.1 |
$444k |
|
5.8k |
76.03 |
Te Connectivity SHS
(TEL)
|
0.1 |
$434k |
|
2.7k |
161.40 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.1 |
$425k |
|
2.5k |
167.98 |
Ishares Tr S&p 500 Val Etf
(IVE)
|
0.1 |
$423k |
|
2.7k |
156.72 |
AvalonBay Communities
(AVB)
|
0.1 |
$420k |
|
1.7k |
252.86 |
Equity Residential Sh Ben Int
(EQR)
|
0.1 |
$369k |
|
4.1k |
90.49 |
Kyndryl Hldgs Common Stock
(KD)
|
0.1 |
$368k |
|
20k |
18.09 |
Microsoft Corporation
(MSFT)
|
0.1 |
$364k |
|
1.1k |
336.41 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.1 |
$360k |
|
5.9k |
61.28 |
Extra Space Storage
(EXR)
|
0.1 |
$353k |
|
1.6k |
226.86 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.1 |
$350k |
|
4.5k |
78.58 |
Alexandria Real Estate Equities
(ARE)
|
0.1 |
$346k |
|
1.6k |
223.23 |
Pfizer
(PFE)
|
0.1 |
$329k |
|
5.6k |
59.06 |
Realty Income
(O)
|
0.1 |
$322k |
|
4.5k |
71.59 |
Invitation Homes
(INVH)
|
0.1 |
$306k |
|
6.7k |
45.36 |
Medtronic SHS
(MDT)
|
0.1 |
$300k |
|
2.9k |
103.38 |
Duke Realty Corp Com New
|
0.1 |
$292k |
|
4.5k |
65.57 |
Sun Communities
(SUI)
|
0.1 |
$277k |
|
1.3k |
209.69 |
Vanguard Scottsdale Fds Inter Term Treas
(VGIT)
|
0.1 |
$276k |
|
4.2k |
66.41 |
Essex Property Trust
(ESS)
|
0.1 |
$273k |
|
775.00 |
352.26 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.1 |
$269k |
|
93.00 |
2892.47 |
Spdr Ser Tr Bloomberg 1-3 Mo
(BIL)
|
0.1 |
$269k |
|
2.9k |
91.40 |
Servicenow
(NOW)
|
0.1 |
$260k |
|
400.00 |
650.00 |
Johnson Ctls Intl SHS
(JCI)
|
0.1 |
$255k |
|
3.1k |
81.47 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.1 |
$245k |
|
1.4k |
171.93 |
Illinois Tool Works
(ITW)
|
0.1 |
$238k |
|
966.00 |
246.38 |
Ishares Tr Rus 2000 Val Etf
(IWN)
|
0.0 |
$227k |
|
1.4k |
165.94 |
Stanley Black & Decker
(SWK)
|
0.0 |
$226k |
|
1.2k |
188.33 |
Visa Com Cl A
(V)
|
0.0 |
$222k |
|
1.0k |
217.01 |
Ishares Msci Emrg Chn
(EMXC)
|
0.0 |
$215k |
|
3.5k |
60.77 |
Udr
(UDR)
|
0.0 |
$212k |
|
3.5k |
60.06 |
Ishares Tr Short Treas Bd
(SHV)
|
0.0 |
$212k |
|
1.9k |
110.24 |
Capstar Finl Hldgs
(CSTR)
|
0.0 |
$210k |
|
10k |
21.00 |
Global X Fds Us Pfd Etf
(PFFD)
|
0.0 |
$201k |
|
7.8k |
25.81 |
Homology Medicines
|
0.0 |
$135k |
|
37k |
3.65 |
Casa Systems
(CASA)
|
0.0 |
$113k |
|
20k |
5.65 |