Vanguard World Fds Inf Tech Etf
(VGT)
|
8.5 |
$15M |
|
49k |
307.36 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
7.7 |
$14M |
|
51k |
267.02 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
5.6 |
$10M |
|
134k |
74.28 |
Vanguard World Fds Health Car Etf
(VHT)
|
5.1 |
$8.9M |
|
40k |
223.70 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
4.2 |
$7.5M |
|
176k |
42.35 |
Alphabet Cap Stk Cl A
(GOOGL)
|
3.4 |
$6.0M |
|
63k |
96.12 |
Microsoft Corporation
(MSFT)
|
3.3 |
$5.9M |
|
25k |
232.90 |
JPMorgan Chase & Co.
(JPM)
|
3.0 |
$5.3M |
|
50k |
104.51 |
Lowe's Companies
(LOW)
|
3.0 |
$5.2M |
|
28k |
187.81 |
Graham Corporation
(GHM)
|
2.8 |
$5.0M |
|
9.4k |
538.00 |
Select Sector Spdr Tr Energy
(XLE)
|
2.8 |
$5.0M |
|
69k |
72.02 |
Vanguard Index Fds Value Etf
(VTV)
|
2.7 |
$4.8M |
|
39k |
123.48 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
2.5 |
$4.5M |
|
13k |
357.21 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
2.1 |
$3.7M |
|
166k |
22.40 |
Allison Transmission Hldngs I
(ALSN)
|
1.9 |
$3.3M |
|
97k |
33.76 |
Johnson & Johnson
(JNJ)
|
1.9 |
$3.3M |
|
20k |
163.34 |
Bank of America Corporation
(BAC)
|
1.8 |
$3.1M |
|
104k |
30.20 |
TJX Companies
(TJX)
|
1.8 |
$3.1M |
|
50k |
62.11 |
Raytheon Technologies Corp
(RTX)
|
1.7 |
$3.0M |
|
36k |
81.87 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
1.7 |
$3.0M |
|
9.0k |
328.32 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
1.6 |
$2.8M |
|
100k |
28.13 |
Fiserv
(FI)
|
1.6 |
$2.8M |
|
30k |
93.58 |
Meta Platforms Cl A
(META)
|
1.5 |
$2.7M |
|
20k |
135.68 |
Liberty Broadband Corp Com Ser A
(LBRDA)
|
1.5 |
$2.6M |
|
36k |
74.59 |
Bank of New York Mellon Corporation
(BK)
|
1.5 |
$2.6M |
|
68k |
38.52 |
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
1.4 |
$2.5M |
|
61k |
41.99 |
Walt Disney Company
(DIS)
|
1.4 |
$2.5M |
|
27k |
94.33 |
Select Sector Spdr Tr Financial
(XLF)
|
1.4 |
$2.4M |
|
79k |
30.36 |
Vanguard World Fds Consum Dis Etf
(VCR)
|
1.4 |
$2.4M |
|
10k |
235.03 |
Pepsi
(PEP)
|
1.3 |
$2.4M |
|
15k |
163.27 |
Comcast Corp Cl A
(CMCSA)
|
1.3 |
$2.3M |
|
78k |
29.33 |
FedEx Corporation
(FDX)
|
1.3 |
$2.3M |
|
15k |
148.48 |
Visa Com Cl A
(V)
|
1.3 |
$2.2M |
|
13k |
177.63 |
Micron Technology
(MU)
|
1.2 |
$2.2M |
|
44k |
50.10 |
Amazon
(AMZN)
|
1.2 |
$2.2M |
|
19k |
112.98 |
UnitedHealth
(UNH)
|
1.2 |
$2.1M |
|
4.2k |
504.97 |
Apple
(AAPL)
|
1.1 |
$1.9M |
|
14k |
138.23 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
1.0 |
$1.7M |
|
24k |
71.34 |
Simon Property
(SPG)
|
0.9 |
$1.6M |
|
18k |
89.77 |
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
0.8 |
$1.3M |
|
24k |
55.81 |
Stryker Corporation
(SYK)
|
0.7 |
$1.3M |
|
6.3k |
202.60 |
Oracle Corporation
(ORCL)
|
0.6 |
$1.1M |
|
18k |
61.09 |
Wal-Mart Stores
(WMT)
|
0.6 |
$1.1M |
|
8.3k |
129.67 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.5 |
$904k |
|
12k |
74.85 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
0.5 |
$815k |
|
22k |
36.34 |
Enterprise Products Partners
(EPD)
|
0.5 |
$812k |
|
34k |
23.79 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.4 |
$697k |
|
3.7k |
187.92 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.4 |
$690k |
|
14k |
48.14 |
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.3 |
$600k |
|
4.2k |
143.51 |
Procter & Gamble Company
(PG)
|
0.3 |
$493k |
|
3.9k |
126.38 |
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
0.3 |
$474k |
|
6.3k |
75.63 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.2 |
$408k |
|
4.0k |
102.72 |
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.2 |
$366k |
|
11k |
34.92 |
Nextera Energy
(NEE)
|
0.2 |
$325k |
|
4.1k |
78.43 |
W.R. Berkley Corporation
(WRB)
|
0.2 |
$279k |
|
4.3k |
64.60 |
Union Pacific Corporation
(UNP)
|
0.2 |
$268k |
|
1.4k |
195.05 |
Automatic Data Processing
(ADP)
|
0.1 |
$249k |
|
1.1k |
226.36 |
Chubb
(CB)
|
0.1 |
$243k |
|
1.3k |
181.89 |
Honeywell International
(HON)
|
0.1 |
$238k |
|
1.4k |
167.25 |
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
0.1 |
$228k |
|
4.7k |
48.19 |
Public Storage
(PSA)
|
0.1 |
$226k |
|
10k |
21.77 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.1 |
$213k |
|
3.8k |
55.91 |
Horizon Ban
(HBNC)
|
0.1 |
$201k |
|
11k |
17.97 |